A.G. Edwards
Industry: Financial services company
DescriptionA.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, Missouri, United States 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
John D. Davis John D. Davis's A.G. Edwards Experience January 1998 - October 2007
Job Founder of Legacy Wealth Management, KY and Committed Financial Advisor to Successful Families Everywhere
Industry Financial Services
Experience
Legacy Wealth Management, KY May 2009 - Present
Wachovia Securities October 2007 - May 2009
A.G. Edwards January 1998 - October 2007
Bank One June 1995 - January 1998
Skills
Retirement Planning, Investments, Strategic Financial..., Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Management, Fixed Annuities, Portfolio Management, Series 63, IRAs, Asset Managment, Series 24, 401k, 401k Rollovers, Money Management, Managed Money, Wealth, Financial Services, Financial Planning, Mutual Funds, Finance
Education
College for Financial Planning 2014 — 2016
Certified Financial Planner, Financial Planning and Services
University of Kentucky 1990 — 1995
Bachelors, Business Administration / Finance
Paul G. Blazer High School 1986 — 1990
Legacy Wealth Management, KY May 2009 - Present
Wachovia Securities October 2007 - May 2009
A.G. Edwards January 1998 - October 2007
Bank One June 1995 - January 1998
Skills
Retirement Planning, Investments, Strategic Financial..., Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Management, Fixed Annuities, Portfolio Management, Series 63, IRAs, Asset Managment, Series 24, 401k, 401k Rollovers, Money Management, Managed Money, Wealth, Financial Services, Financial Planning, Mutual Funds, Finance
Education
College for Financial Planning 2014 — 2016
Certified Financial Planner, Financial Planning and Services
University of Kentucky 1990 — 1995
Bachelors, Business Administration / Finance
Paul G. Blazer High School 1986 — 1990
Daniel Reichart Daniel Reichart's A.G. Edwards Experience 2003 - 2005
Job Financial Advisor | President and COO at Evia Investment Advisors
Industry Investment Management
Experience
Evia Investment Advisors April 2014 - Present
OneAmerica March 2008 - March 2014
TD Ameritrade 2006 - 2008
Simmons 2005 - 2006
A.G. Edwards 2003 - 2005
Charles Schwab 1990 - 2002
Unified Management 1988 - 1990
Education
Ball State University
MBA
Indiana University
Bachelor of Arts (BA), History
University of Wisconsin-La Crosse
Burlington High School 1978 — 1982
Evia Investment Advisors April 2014 - Present
OneAmerica March 2008 - March 2014
TD Ameritrade 2006 - 2008
Simmons 2005 - 2006
A.G. Edwards 2003 - 2005
Charles Schwab 1990 - 2002
Unified Management 1988 - 1990
Education
Ball State University
MBA
Indiana University
Bachelor of Arts (BA), History
University of Wisconsin-La Crosse
Burlington High School 1978 — 1982
Amber O'Hara Amber O'Hara's A.G. Edwards Experience December 2000 - March 2006
Job Print Production and Event Coordinator
Industry Marketing and Advertising
Experience
Mariner Holdings October 2010 - Present
A.G. Edwards December 2000 - March 2006
George K. Baum & Company May 2000 - December 2000
Education
Baker University
Lee's Summit High School
Mariner Holdings October 2010 - Present
A.G. Edwards December 2000 - March 2006
George K. Baum & Company May 2000 - December 2000
Education
Baker University
Lee's Summit High School
Steven V. Sellers Steven V. Sellers's A.G. Edwards Experience November 1996 - March 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial March 2007 - October 2008
A.G. Edwards November 1996 - March 2007
Florida Progress Corp. May 1981 - September 1996
Allstate Insurance May 1979 - May 1981
Education
Auburn University 1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial March 2007 - October 2008
A.G. Edwards November 1996 - March 2007
Florida Progress Corp. May 1981 - September 1996
Allstate Insurance May 1979 - May 1981
Education
Auburn University 1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Patrick Durkin Patrick Durkin's A.G. Edwards Experience 1999 - 2007
Job Founder at The Wellness Enterprise
Industry Health, Wellness and Fitness
Experience
The Wellness Enterprise September 2010 - Present
Water Works June 2009 - July 2010
Pura Vida H2O November 2010 - December 2011
Global Vision Advisors, LLC. June 2007 - October 2010
A.G. Edwards 1999 - 2007
Aristotle 1992 - 1993
Skills
Entrepreneurship, Small Business, Public Speaking, Start-ups, Business Strategy, Business Development, Coaching, Sales, Hydration Science, Structured Water, Healthy Living, Online Marketing, Wellness, Marketing Strategy, Strategy, Leadership Development, New Business Development, Fundraising, Social Networking, Marketing, Nonprofits, Team Building, Email Marketing, Public Relations, Social Media Marketing, Executive Coaching, Strategic Partnerships, Personal Development, Online Advertising, Leadership, Marketing Communications, Team Leadership, Motivational Speaking, Management, Business Coaching, Lead Generation, Corporate Development, Blogging, Executive Management, Direct Marketing, Organizational..., Training, Time Management, Brand Development, Negotiation, Social Media, Lifestyle Coaching, Social Entrepreneurship, Life Coaching, Web Marketing
Education
CEO Space 2011 — 2013
Certified Entrepreneur, Business
Colby College 1988 — 1992
BA, History
The Wellness Enterprise September 2010 - Present
Water Works June 2009 - July 2010
Pura Vida H2O November 2010 - December 2011
Global Vision Advisors, LLC. June 2007 - October 2010
A.G. Edwards 1999 - 2007
Aristotle 1992 - 1993
Skills
Entrepreneurship, Small Business, Public Speaking, Start-ups, Business Strategy, Business Development, Coaching, Sales, Hydration Science, Structured Water, Healthy Living, Online Marketing, Wellness, Marketing Strategy, Strategy, Leadership Development, New Business Development, Fundraising, Social Networking, Marketing, Nonprofits, Team Building, Email Marketing, Public Relations, Social Media Marketing, Executive Coaching, Strategic Partnerships, Personal Development, Online Advertising, Leadership, Marketing Communications, Team Leadership, Motivational Speaking, Management, Business Coaching, Lead Generation, Corporate Development, Blogging, Executive Management, Direct Marketing, Organizational..., Training, Time Management, Brand Development, Negotiation, Social Media, Lifestyle Coaching, Social Entrepreneurship, Life Coaching, Web Marketing
Education
CEO Space 2011 — 2013
Certified Entrepreneur, Business
Colby College 1988 — 1992
BA, History
Melanie Newton, PMP Melanie Newton, PMP's A.G. Edwards Experience March 2005 - October 2006
Job EBusiness Consultant, VP
Industry E-Learning
Experience
Wells Fargo Advisors, LLC July 2010 - Present
formerly Wachovia Securities October 2009 - August 2010
Wachovia Securities October 2006 - November 2009
A.G. Edwards March 2005 - October 2006
A.G. Edwards September 2002 - March 2005
A.G. Edwards January 2000 - September 2002
Skills
SharePoint, HTML, XML, Dreamweaver, JavaScript, Flash, Photoshop, CMS, Instructional Design, Project Management, E-Learning, ActionScript, Web Development, Web Design, Content Management, CSS, HTML 5, Graphics, Technical Writing, Requirements Gathering, PowerPoint, jQuery, Requirements Analysis, Multimedia, Captivate, Website Development, Mobile Applications, Adobe Creative Suite, PMP, Training, Visio, Newsletters, Editing, SDLC, Software Documentation, Usability, Web Project Management, Financial Services, Agile Methodologies, E-commerce, User Experience, Business Analysis, Usability Testing, Analytics, Web Analytics, User Interface Design, SEO, HTML5
Education
Ashford University 2013 — 2014
Master's degree, Organizational Management, 4.0
Ashford University 2008 — 2010
Bachelor's degree, Organizational Mgmt (Emphasis in Information Technology)
University of Phoenix 2005 — 2007
Information Technology
Wells Fargo Advisors, LLC July 2010 - Present
formerly Wachovia Securities October 2009 - August 2010
Wachovia Securities October 2006 - November 2009
A.G. Edwards March 2005 - October 2006
A.G. Edwards September 2002 - March 2005
A.G. Edwards January 2000 - September 2002
Skills
SharePoint, HTML, XML, Dreamweaver, JavaScript, Flash, Photoshop, CMS, Instructional Design, Project Management, E-Learning, ActionScript, Web Development, Web Design, Content Management, CSS, HTML 5, Graphics, Technical Writing, Requirements Gathering, PowerPoint, jQuery, Requirements Analysis, Multimedia, Captivate, Website Development, Mobile Applications, Adobe Creative Suite, PMP, Training, Visio, Newsletters, Editing, SDLC, Software Documentation, Usability, Web Project Management, Financial Services, Agile Methodologies, E-commerce, User Experience, Business Analysis, Usability Testing, Analytics, Web Analytics, User Interface Design, SEO, HTML5
Education
Ashford University 2013 — 2014
Master's degree, Organizational Management, 4.0
Ashford University 2008 — 2010
Bachelor's degree, Organizational Mgmt (Emphasis in Information Technology)
University of Phoenix 2005 — 2007
Information Technology
Linda Mozzone Linda Mozzone's A.G. Edwards Experience March 1999 - January 2009
Job President at Custom Wealth Management
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Custom Wealth Management January 2009 - Present
A.G. Edwards March 1999 - January 2009
Prudential Securities October 1998 - February 1999
Money Concepts January 1996 - September 1998
Kemper Financial Services September 1993 - March 1995
Kemper Asset Managemnt January 1991 - September 1993
Kemper Financial Services July 1985 - December 1990
Kemper Financial Services September 1984 - June 1985
Skills
Wealth Management, Retirement, FINRA, Small Business, Financial Planning, Insurance, Strategic Financial..., Securities, Portfolio Management, Mutual Funds, Estate Planning, 401k, Accounting, Alternative Investments, Asset Management, Asset Allocation, Bonds, Customer Service, ETFs, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Retirement Planning, Sales, Series 24, Series 63, Series 7, Strategy, Wealth, Wealth Management..., Series 6, Disability Insurance, Personal Financial..., Uniform Combined State...
Education
Benedictine University 1981 — 1985
BA, International Business and Economics
Carmel Catholic High School 1977 — 1981
LPL Financial January 2009 - Present
Custom Wealth Management January 2009 - Present
A.G. Edwards March 1999 - January 2009
Prudential Securities October 1998 - February 1999
Money Concepts January 1996 - September 1998
Kemper Financial Services September 1993 - March 1995
Kemper Asset Managemnt January 1991 - September 1993
Kemper Financial Services July 1985 - December 1990
Kemper Financial Services September 1984 - June 1985
Skills
Wealth Management, Retirement, FINRA, Small Business, Financial Planning, Insurance, Strategic Financial..., Securities, Portfolio Management, Mutual Funds, Estate Planning, 401k, Accounting, Alternative Investments, Asset Management, Asset Allocation, Bonds, Customer Service, ETFs, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Retirement Planning, Sales, Series 24, Series 63, Series 7, Strategy, Wealth, Wealth Management..., Series 6, Disability Insurance, Personal Financial..., Uniform Combined State...
Education
Benedictine University 1981 — 1985
BA, International Business and Economics
Carmel Catholic High School 1977 — 1981
Robert Patton Robert Patton's A.G. Edwards Experience July 2006 - May 2009
Job Managing Director for SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group May 2009 - Present
A.G. Edwards July 2006 - May 2009
JPMorgan 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory
Education
California State University-Chico 1988 — 1993
SageView Advisory Group May 2009 - Present
A.G. Edwards July 2006 - May 2009
JPMorgan 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory
Education
California State University-Chico 1988 — 1993
Christopher Bentlage's A.G. Edwards Experience March 2000 - September 2002
Job Compliance Officer Sunset Farm
Industry Farming
Experience
Sunset Farm October 2014 - Present
ThreeSixtyFive Foundation February 2006 - Present
Paragon Mortgage Corporation February 2010 - April 2011
P/R Mortgage & Investment Corp. November 2002 - February 2010
A.G. Edwards March 2000 - September 2002
Skills
Underwriting, Portfolio Management, Financial Analysis, Investment Properties, Budgets, Mortgage Lending, Due Diligence, Investments, Leadership, Risk Management, Business Development
Education
College for Financial Planning 2000 — 2001
AAMS, Portfolio Management
Bowling Green State University 1995 — 1999
B.A., Economics
Sunset Farm October 2014 - Present
ThreeSixtyFive Foundation February 2006 - Present
Paragon Mortgage Corporation February 2010 - April 2011
P/R Mortgage & Investment Corp. November 2002 - February 2010
A.G. Edwards March 2000 - September 2002
Skills
Underwriting, Portfolio Management, Financial Analysis, Investment Properties, Budgets, Mortgage Lending, Due Diligence, Investments, Leadership, Risk Management, Business Development
Education
College for Financial Planning 2000 — 2001
AAMS, Portfolio Management
Bowling Green State University 1995 — 1999
B.A., Economics
Andrew Ellard Andrew Ellard's A.G. Edwards Experience April 2006 - October 2009
Job City Manager at City of Eagleville, TN
Industry Government Administration
Experience
City of Eagleville, TN September 2014 - Present
City of Hattiesburg October 2009 - September 2014
City of Hattiesburg August 2012 - May 2014
Toby Barker Campaign 2011 - 2011
A.G. Edwards April 2006 - October 2009
Wal-Mart Stores, Inc. Call Center October 2004 - April 2006
Skills
Retirement Planning, Microsoft Excel, Local Government, Public Speaking, Microsoft Office, Investment Strategies, Estate Planning, Customer Service, Community Development, Grant Administration, Mass Transit Planning, Project Management, Planning, Community Outreach, Nonprofits, Project Planning, Strategic Planning, Management
Education
Central Michigan University 2002 — 2004
Master of Science in Administration, Administration
Indiana University Bloomington 1998 — 2001
Bachelor of Science, Public Administration
City of Eagleville, TN September 2014 - Present
City of Hattiesburg October 2009 - September 2014
City of Hattiesburg August 2012 - May 2014
Toby Barker Campaign 2011 - 2011
A.G. Edwards April 2006 - October 2009
Wal-Mart Stores, Inc. Call Center October 2004 - April 2006
Skills
Retirement Planning, Microsoft Excel, Local Government, Public Speaking, Microsoft Office, Investment Strategies, Estate Planning, Customer Service, Community Development, Grant Administration, Mass Transit Planning, Project Management, Planning, Community Outreach, Nonprofits, Project Planning, Strategic Planning, Management
Education
Central Michigan University 2002 — 2004
Master of Science in Administration, Administration
Indiana University Bloomington 1998 — 2001
Bachelor of Science, Public Administration
Neely Tamminga Neely Tamminga's A.G. Edwards Experience 1996 - 2002
Job Managing Director, Senior Research Analyst at Piper Jaffray
Industry Research
Experience
Piper Jaffray September 2002 - Present
Highpoint Center for Printmaking February 2013 - 2013
A.G. Edwards 1996 - 2002
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Specialty Retail, Retail, Equity Research, Sell Side, Bloomberg, Equities, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Series 7, Equity Valuation, Hedge Funds, Alternative Investments, Fixed Income, Series 63
Education
Calvin College 1992 — 1996
BA, Economics
Saint Louis University
MBA, Finance
Piper Jaffray September 2002 - Present
Highpoint Center for Printmaking February 2013 - 2013
A.G. Edwards 1996 - 2002
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Specialty Retail, Retail, Equity Research, Sell Side, Bloomberg, Equities, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Series 7, Equity Valuation, Hedge Funds, Alternative Investments, Fixed Income, Series 63
Education
Calvin College 1992 — 1996
BA, Economics
Saint Louis University
MBA, Finance
Jonathan Boulineau's A.G. Edwards Experience March 2006 - May 2008
Job Manager, Data Integration at HealthTrust Purchasing Group
Industry Financial Services
Experience
HealthTrust Purchasing Group September 2014 - Present
Aflac November 2011 - September 2014
OmegaFi August 2010 - November 2011
Synovus Financial Corp. March 2009 - September 2010
Synovus January 2009 - May 2009
Merrill Lynch May 2008 - December 2008
A.G. Edwards March 2006 - May 2008
Office of the Chapter 13 Trustee November 2003 - March 2006
Berry College 2000 - 2002
Skills
T-SQL, Database Design, Data Modeling, Dimensional Modeling, Master Data Management, Microsoft SQL Server, Object Oriented Design, Powershell, Database Administration, Cloud Computing, Project Management, SQL, SSIS, SSRS, Databases, Project Delivery, ETL, Business Intelligence, Enterprise Architecture, Data Analysis, Data Warehousing, SharePoint, Data Architecture, Business Objects, Performance Tuning, Software Development, Disaster Recovery, Visio, Analysis Services, DB2, SOA, SDLC, Windows Azure, SQL Azure, Stored Procedures, SQL Tuning, MySQL, Virtualization, Integration
Education
Columbus State University 2009 — 2011
Masters, Computer Science
Berry College 1997 — 2001
Bachelor of Science, Government
HealthTrust Purchasing Group September 2014 - Present
Aflac November 2011 - September 2014
OmegaFi August 2010 - November 2011
Synovus Financial Corp. March 2009 - September 2010
Synovus January 2009 - May 2009
Merrill Lynch May 2008 - December 2008
A.G. Edwards March 2006 - May 2008
Office of the Chapter 13 Trustee November 2003 - March 2006
Berry College 2000 - 2002
Skills
T-SQL, Database Design, Data Modeling, Dimensional Modeling, Master Data Management, Microsoft SQL Server, Object Oriented Design, Powershell, Database Administration, Cloud Computing, Project Management, SQL, SSIS, SSRS, Databases, Project Delivery, ETL, Business Intelligence, Enterprise Architecture, Data Analysis, Data Warehousing, SharePoint, Data Architecture, Business Objects, Performance Tuning, Software Development, Disaster Recovery, Visio, Analysis Services, DB2, SOA, SDLC, Windows Azure, SQL Azure, Stored Procedures, SQL Tuning, MySQL, Virtualization, Integration
Education
Columbus State University 2009 — 2011
Masters, Computer Science
Berry College 1997 — 2001
Bachelor of Science, Government
David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC David M. Sharpe, CRPC®, APMA®, AAMS®, CRPS®, CLTC's A.G. Edwards Experience May 2006 - June 2007
Job Financial Advisor with Goldstein & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Merrill Lynch June 2007 - September 2011
A.G. Edwards May 2006 - June 2007
Northwind Capital 2005 - 2006
Geneva Trading 2003 - 2005
Education
UCLA Anderson School of Management
University of Wisconsin-Madison
College for Financial Planning
The Retirement Advisor University
Ameriprise Financial Services, Inc. September 2011 - Present
Merrill Lynch June 2007 - September 2011
A.G. Edwards May 2006 - June 2007
Northwind Capital 2005 - 2006
Geneva Trading 2003 - 2005
Education
UCLA Anderson School of Management
University of Wisconsin-Madison
College for Financial Planning
The Retirement Advisor University
Roger Keith's A.G. Edwards Experience June 1988 - August 1991
Job Branch Manager at LaSalle St. Securities
Industry Financial Services
Experience
LaSalle St. Securities August 2003 - Present
Keith Investment Counsel January 1998 - Present
Commonwealth Financial Network January 1998 - February 2003
The Advisors Group, Inc September 1991 - January 1998
A.G. Edwards June 1988 - August 1991
Skills
Asset Management for...
Education
Boston College 1969 — 1971
Master of Education (MEd)
Boston College 1962 — 1967
Bachelor of Arts (B.A.), History
LaSalle St. Securities August 2003 - Present
Keith Investment Counsel January 1998 - Present
Commonwealth Financial Network January 1998 - February 2003
The Advisors Group, Inc September 1991 - January 1998
A.G. Edwards June 1988 - August 1991
Skills
Asset Management for...
Education
Boston College 1969 — 1971
Master of Education (MEd)
Boston College 1962 — 1967
Bachelor of Arts (B.A.), History
Doug Mittelman Doug Mittelman's A.G. Edwards Experience April 1995 - June 2003
Job Independent Trader and Advisor
Industry Investment Management
Experience
RCW Financial & Rare Coin Wholesalers January 2013 - Present
LPL Financial July 2003 - December 2012
A.G. Edwards April 1995 - June 2003
Oppenheimer & Co. Inc. October 1987 - May 1995
Bear Stearns March 1987 - October 1987
Shearson Lehman Brothers July 1985 - February 1987
E. F. Hutton & Company April 1983 - July 1985
Eastern Capital December 1982 - May 1983
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Derivatives, Financial Markets, Strategy, Alternative Investments, Asset Management, Options, Stock Option, Futures Trading, Futures Options
Education
Tulane University - A.B. Freeman School of Business 1977 — 1978
Master of Business Administration (MBA), Business
Babson College 1976 — 1977
Bachelor of Science (B.S.), Business, Cum Laude
Penn State University 1974 — 1975
RCW Financial & Rare Coin Wholesalers January 2013 - Present
LPL Financial July 2003 - December 2012
A.G. Edwards April 1995 - June 2003
Oppenheimer & Co. Inc. October 1987 - May 1995
Bear Stearns March 1987 - October 1987
Shearson Lehman Brothers July 1985 - February 1987
E. F. Hutton & Company April 1983 - July 1985
Eastern Capital December 1982 - May 1983
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Derivatives, Financial Markets, Strategy, Alternative Investments, Asset Management, Options, Stock Option, Futures Trading, Futures Options
Education
Tulane University - A.B. Freeman School of Business 1977 — 1978
Master of Business Administration (MBA), Business
Babson College 1976 — 1977
Bachelor of Science (B.S.), Business, Cum Laude
Penn State University 1974 — 1975
Karl Pollack Karl Pollack's A.G. Edwards Experience April 2006 - April 2008
Job Risk Management Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Wells Fargo Advisors October 2012 - Present
Wells Fargo June 2009 - October 2012
Wells Fargo April 2008 - June 2009
A.G. Edwards April 2006 - April 2008
US Securities and Exchange Commission June 2004 - August 2004
TD Ameritrade January 1999 - July 2002
TD Ameritrade June 1996 - January 1999
Skills
Risk Management, Compliance, Credit Risk, Legal, Securities Regulation, Securities
Education
Washington University in St. Louis School of Law 2002 — 2005
Doctor of Law (J.D.)
Creighton University 1993 — 1995
Bachelor of Arts (B.A.)
Calvin College 1991 — 1993
Ted Tarvin Ted Tarvin's A.G. Edwards Experience June 1990 - April 1992
Job Piping Designer at NuStar Energy, North East Regional Office through On Board Engineering
Industry Public Relations and Communications
Experience
On Board Engineering, Placed w/NuStar Energy, North East Regional Office October 2012 - Present
Biothane October 2011 - February 2012
Envar Engineering September 2011 - October 2011
Hudson Construction Consultants May 2005 - June 2011
S.T. Hudson Engineers, Inc July 2001 - September 2005
Commerce Construction Company June 1998 - July 2001
Self March 1995 - June 1998
Kelly Brothers Marine Construction July 1994 - March 1995
Self May 1992 - June 1994
A.G. Edwards June 1990 - April 1992
Skills
Engineering, Construction, Insurance, AutoCAD, Surveying, Time Management, Construction Management, CAD, Inspection, Claim, Team Building, Energy, Policy, Project Management, Maritime, Microsoft Office, PowerPoint, Project Engineering, Piping, Project Planning, Petroleum, Document Management, Customer Service, Petrochemical
Education
Cameron University 1981 — 1982
BS, Gen Ed w/a Concentration in Business
Field Artillery Officer Basic Course 1979 — 1980
Certification, How to Kill
Kemper Military School and College 1975 — 1977
AS, Gen Ed
On Board Engineering, Placed w/NuStar Energy, North East Regional Office October 2012 - Present
Biothane October 2011 - February 2012
Envar Engineering September 2011 - October 2011
Hudson Construction Consultants May 2005 - June 2011
S.T. Hudson Engineers, Inc July 2001 - September 2005
Commerce Construction Company June 1998 - July 2001
Self March 1995 - June 1998
Kelly Brothers Marine Construction July 1994 - March 1995
Self May 1992 - June 1994
A.G. Edwards June 1990 - April 1992
Skills
Engineering, Construction, Insurance, AutoCAD, Surveying, Time Management, Construction Management, CAD, Inspection, Claim, Team Building, Energy, Policy, Project Management, Maritime, Microsoft Office, PowerPoint, Project Engineering, Piping, Project Planning, Petroleum, Document Management, Customer Service, Petrochemical
Education
Cameron University 1981 — 1982
BS, Gen Ed w/a Concentration in Business
Field Artillery Officer Basic Course 1979 — 1980
Certification, How to Kill
Kemper Military School and College 1975 — 1977
AS, Gen Ed
Jared Larkin's A.G. Edwards Experience June 2005 - May 2007
Job Senior Consultant at Farewell Concepts
Industry Marketing and Advertising
Experience
KIALOA Paddles 2013 - Present
Farewell Concepts August 2012 - Present
TiasNimbas Business School September 2012 - July 2013
Raymond James Financial Inc. May 2007 - September 2012
Redmond Proficiency Academy August 2011 - August 2012
A.G. Edwards June 2005 - May 2007
Skills
Consulting, Certified Financial..., Business Analysis, Project Management, Strategic Planning, Financial Analysis, Sales Management, Analysis, Market Research, Marketing Strategy, Operations Management, Sales, Networking, Portfolio Management
Education
TiasNimbas Business School 2012 — 2013
Master of Business Administration (MBA)
Western Oregon University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
KIALOA Paddles 2013 - Present
Farewell Concepts August 2012 - Present
TiasNimbas Business School September 2012 - July 2013
Raymond James Financial Inc. May 2007 - September 2012
Redmond Proficiency Academy August 2011 - August 2012
A.G. Edwards June 2005 - May 2007
Skills
Consulting, Certified Financial..., Business Analysis, Project Management, Strategic Planning, Financial Analysis, Sales Management, Analysis, Market Research, Marketing Strategy, Operations Management, Sales, Networking, Portfolio Management
Education
TiasNimbas Business School 2012 — 2013
Master of Business Administration (MBA)
Western Oregon University 2004 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Dale H. Englehardt Dale H. Englehardt's A.G. Edwards Experience 1995 - 2008
Job CFP®
Industry Financial Services
Experience
Raymond James June 2008 - Present
A.G. Edwards 1995 - 2008
Skills
Retirement Income..., CFP, Certified..., Investments, Financial Advisory, Securities, Financial Services, Finance, Certified Financial..., Tax, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation
Education
SUNY Geneseo 1984 — 1986
MS, Education
Allegheny College 1970 — 1973
BA, Economics
Raymond James June 2008 - Present
A.G. Edwards 1995 - 2008
Skills
Retirement Income..., CFP, Certified..., Investments, Financial Advisory, Securities, Financial Services, Finance, Certified Financial..., Tax, Series 7, Retirement Planning, Wealth Management, Series 63, Asset Allocation
Education
SUNY Geneseo 1984 — 1986
MS, Education
Allegheny College 1970 — 1973
BA, Economics
Julie Naviaux's A.G. Edwards Experience September 2004 - August 2007
Job PhD Candidate / Primary Instructor at University of Kentucky
Industry Research
Experience
Independent January 2012 - Present
University of Kentucky August 2009 - Present
University of Kentucky August 2011 - December 2013
University of Kentucky August 2010 - May 2013
University of Kentucky January 2011 - May 2011
Hilliard Lyons August 2007 - August 2009
A.G. Edwards September 2004 - August 2007
Skills
Teaching, Editing, Proofreading, Research, Analysis, University Teaching, Curriculum Design, Higher Education, Publishing, Books, Qualitative Research, Literature, Public Speaking, Microsoft Office, Writing, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, History
Education
University of Kentucky 2009 — 2016
Doctor of Philosophy (PhD) & GWS Certificate, African American Literature & 20th Century American Literature
University of Louisville 2005 — 2007
Master of Arts (M.A.), English Language and Literature/Letters
Bellarmine University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Independent January 2012 - Present
University of Kentucky August 2009 - Present
University of Kentucky August 2011 - December 2013
University of Kentucky August 2010 - May 2013
University of Kentucky January 2011 - May 2011
Hilliard Lyons August 2007 - August 2009
A.G. Edwards September 2004 - August 2007
Skills
Teaching, Editing, Proofreading, Research, Analysis, University Teaching, Curriculum Design, Higher Education, Publishing, Books, Qualitative Research, Literature, Public Speaking, Microsoft Office, Writing, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, History
Education
University of Kentucky 2009 — 2016
Doctor of Philosophy (PhD) & GWS Certificate, African American Literature & 20th Century American Literature
University of Louisville 2005 — 2007
Master of Arts (M.A.), English Language and Literature/Letters
Bellarmine University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Amber Barger Amber Barger's A.G. Edwards Experience October 2004 - March 2006
Job Jr. PCG Branch Examiner
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
USAA November 2013 - April 2015
Thrivent Financial March 2012 - November 2013
Williams Financial Group November 2010 - October 2011
Charles Schwab June 2010 - November 2010
Raymond James Financial May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities) March 2006 - May 2008
A.G. Edwards October 2004 - March 2006
Alvarado Parkway Institute March 2003 - May 2004
Education
Alliant International University-San Diego Cornerstone Court 1999 — 2004
M.A., Clinical Psychology
Alliant International University-San Diego Scripps Ranch 1999 — 2004
M.A., Clinical Psychology
California School of Professional Psychology at Alliant International University 1999 — 2002
M.A, Clinical Psychology
McKendree College 1995 — 1999
B.A., Psychology
Belleville Township High School West 1992 — 1995
High School, General Studies
Stifel Financial Corp. August 2015 - Present
USAA November 2013 - April 2015
Thrivent Financial March 2012 - November 2013
Williams Financial Group November 2010 - October 2011
Charles Schwab June 2010 - November 2010
Raymond James Financial May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities) March 2006 - May 2008
A.G. Edwards October 2004 - March 2006
Alvarado Parkway Institute March 2003 - May 2004
Education
Alliant International University-San Diego Cornerstone Court 1999 — 2004
M.A., Clinical Psychology
Alliant International University-San Diego Scripps Ranch 1999 — 2004
M.A., Clinical Psychology
California School of Professional Psychology at Alliant International University 1999 — 2002
M.A, Clinical Psychology
McKendree College 1995 — 1999
B.A., Psychology
Belleville Township High School West 1992 — 1995
High School, General Studies
Ronnie Puzon Ronnie Puzon's A.G. Edwards Experience May 2003 - June 2007
Job Broker Owner of RE/MAX Trinity
Industry Real Estate
Experience
RE/MAX Trinity July 2007 - Present
WealthForge, LLC. February 2013 - April 2014
Instinet June 2007 - October 2012
A.G. Edwards May 2003 - June 2007
Credit Lyonnais Securities 2000 - 2003
Investment Technology Group (ITG) 1998 - 2000
Morgan Stanley Smith Barney 1994 - 1998
Education
Northeastern University 1989 — 1994
Boston Latin School 1983 — 1989
RE/MAX Trinity July 2007 - Present
WealthForge, LLC. February 2013 - April 2014
Instinet June 2007 - October 2012
A.G. Edwards May 2003 - June 2007
Credit Lyonnais Securities 2000 - 2003
Investment Technology Group (ITG) 1998 - 2000
Morgan Stanley Smith Barney 1994 - 1998
Education
Northeastern University 1989 — 1994
Boston Latin School 1983 — 1989
Courtney Roberts's A.G. Edwards Experience May 2005 - March 2010
Job at
Industry Financial Services
Experience
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Ashlyn DelPriore Ashlyn DelPriore's A.G. Edwards Experience 2007 - 2007
Job Project Manager at Cass Information Systems
Industry Information Services
Experience
Cass Information Systems 2012 - Present
Cass Information Systems 2008 - April 2012
Cass Information Systems 2008 - 2010
A.G. Edwards 2007 - 2007
Education
North Greenville University 2009 — 2011
Masters, Business Administration
Bob Jones University 2004 — 2008
Bachelor of Science, Finance
Cass Information Systems 2012 - Present
Cass Information Systems 2008 - April 2012
Cass Information Systems 2008 - 2010
A.G. Edwards 2007 - 2007
Education
North Greenville University 2009 — 2011
Masters, Business Administration
Bob Jones University 2004 — 2008
Bachelor of Science, Finance
Rachel Mayse Rachel Mayse's A.G. Edwards Experience May 1999 - July 2001
Job Director of Operations at Lively Group
Industry Staffing and Recruiting
Experience
Lively Group August 2014 - Present
24 Seven September 2006 - August 2014
Bret Harte September 2002 - June 2006
A.G. Edwards May 1999 - July 2001
Skills
Operations Management, Administration, Operations, Operational Planning, Operational Excellence, Human Resources, Fashion, Recruiting, Management, Advertising, System Administration, Strategic Planning, Marketing, Training, Social Networking, Fit, Project Management, Program Management, Social Media, Start-ups, Interviews, Market Research, Sales, Budgets, Talent Management, CRM, Talent Acquisition, Microsoft Excel, Merchandising, Time Management, Retail, Sourcing, Digital Marketing, Leadership, Staff Development, Forecasting, Executive Search, Business Development, Account Management, Cold Calling, Team Building, Strategy, Team Leadership, E-commerce, Social Media Marketing, Integrated Marketing, Brand Development, Strategic Partnerships, Public Relations
Education
National University 2001 — 2004
MA, Education
California State University-Sacramento 1995 — 2000
BA, Communication Studies
Wheatland 1991 — 1995
High School
Lively Group August 2014 - Present
24 Seven September 2006 - August 2014
Bret Harte September 2002 - June 2006
A.G. Edwards May 1999 - July 2001
Skills
Operations Management, Administration, Operations, Operational Planning, Operational Excellence, Human Resources, Fashion, Recruiting, Management, Advertising, System Administration, Strategic Planning, Marketing, Training, Social Networking, Fit, Project Management, Program Management, Social Media, Start-ups, Interviews, Market Research, Sales, Budgets, Talent Management, CRM, Talent Acquisition, Microsoft Excel, Merchandising, Time Management, Retail, Sourcing, Digital Marketing, Leadership, Staff Development, Forecasting, Executive Search, Business Development, Account Management, Cold Calling, Team Building, Strategy, Team Leadership, E-commerce, Social Media Marketing, Integrated Marketing, Brand Development, Strategic Partnerships, Public Relations
Education
National University 2001 — 2004
MA, Education
California State University-Sacramento 1995 — 2000
BA, Communication Studies
Wheatland 1991 — 1995
High School
Eric C. Dexter Eric C. Dexter's A.G. Edwards Experience October 1995 - October 2007
Job Financial Advisor and Portfolio Manager with nearly 20 years of experience
Industry Financial Services
Experience
The Dexter Group of Wells Fargo Advisors, LLC October 1995 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards October 1995 - October 2007
Ithaca College September 1989 - June 1993
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Retirement, Financial Analysis, Finance, Estate Planning, Mutual Funds, Insurance
Education
College for Financial Planning 2000 — 2001
AAMS®, Accredited Asset Management Specialist Designation™
Ithaca College 1989 — 1993
Bachelor of Arts, Psychology
The Dexter Group of Wells Fargo Advisors, LLC October 1995 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards October 1995 - October 2007
Ithaca College September 1989 - June 1993
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Retirement, Financial Analysis, Finance, Estate Planning, Mutual Funds, Insurance
Education
College for Financial Planning 2000 — 2001
AAMS®, Accredited Asset Management Specialist Designation™
Ithaca College 1989 — 1993
Bachelor of Arts, Psychology
Frank McDonnell Frank McDonnell's A.G. Edwards Experience October 1994 - May 2006
Job Senior Vice President, Investments at McDonnell Wealth Management of Raymond James
Industry Financial Services
Experience
McDonnell Wealth Management of Raymond James August 2011 - Present
RBC Wealth Management May 2006 - August 2011
A.G. Edwards October 1994 - May 2006
Paine Webber November 1991 - October 1994
Skills
Portfolio Management, Income Generation, Municipal Bonds, Structured Notes, Equity Investments
Education
Bryant University 1984 — 1988
Finance, General
Bryant University
Bachelor's degree, Finance
McDonnell Wealth Management of Raymond James August 2011 - Present
RBC Wealth Management May 2006 - August 2011
A.G. Edwards October 1994 - May 2006
Paine Webber November 1991 - October 1994
Skills
Portfolio Management, Income Generation, Municipal Bonds, Structured Notes, Equity Investments
Education
Bryant University 1984 — 1988
Finance, General
Bryant University
Bachelor's degree, Finance
Gary Demaree, AAMS's A.G. Edwards Experience November 2000 - April 2004
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2007 - Present
City Securities Corporation April 2004 - April 2007
A.G. Edwards November 2000 - April 2004
Skills
Investment Advisory, Securities, Financial Advisory, Asset Management, Wealth Management, Retirement Planning
Education
Ball State University 1970 — 1975
B.S., Journalism & Marketing
Raymond James April 2007 - Present
City Securities Corporation April 2004 - April 2007
A.G. Edwards November 2000 - April 2004
Skills
Investment Advisory, Securities, Financial Advisory, Asset Management, Wealth Management, Retirement Planning
Education
Ball State University 1970 — 1975
B.S., Journalism & Marketing
Lee Bowen, WMS, AIF®'s A.G. Edwards Experience January 1996 - August 1997
Job Senior Vice President of Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates February 2013 - Present
A.G. Edwards January 1996 - August 1997
Skills
Portfolio Management, Investments, Financial Advisory, Retirement Planning, Asset Management, Financial Analysis, Finance, Series 7, Mutual Funds, Securities, Strategic Planning, Estate Planning, Mortgage Lending, IRAs, Investment Management
Education
Louisiana Tech University
Louisiana State University
Centenary College of Louisiana
C.E. Byrd High School
Raymond James & Associates February 2013 - Present
A.G. Edwards January 1996 - August 1997
Skills
Portfolio Management, Investments, Financial Advisory, Retirement Planning, Asset Management, Financial Analysis, Finance, Series 7, Mutual Funds, Securities, Strategic Planning, Estate Planning, Mortgage Lending, IRAs, Investment Management
Education
Louisiana Tech University
Louisiana State University
Centenary College of Louisiana
C.E. Byrd High School
Bobby Gorman's A.G. Edwards Experience February 2006 - May 2006
Job Strategy Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
ICICI Bank April 2014 - May 2014
Accenture September 2008 - May 2013
Ironwood Capital January 2008 - February 2008
Barclays Capital June 2007 - August 2007
Visible Measures June 2006 - July 2006
A.G. Edwards February 2006 - May 2006
Merrill Lynch January 2006 - February 2006
Skills
Financial Modeling, Management Consulting, Business Transformation, Shared Services, Acquisition Integration, Business Case, Business Process..., Governance, PMO, Valuation, Strategic Consulting, Business Process Design, Entrepreneurship, Business Strategy, Analysis, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
Bachelor's Degree
University of Melbourne 2006 — 2006
Abroad Student
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - August 2015
ICICI Bank April 2014 - May 2014
Accenture September 2008 - May 2013
Ironwood Capital January 2008 - February 2008
Barclays Capital June 2007 - August 2007
Visible Measures June 2006 - July 2006
A.G. Edwards February 2006 - May 2006
Merrill Lynch January 2006 - February 2006
Skills
Financial Modeling, Management Consulting, Business Transformation, Shared Services, Acquisition Integration, Business Case, Business Process..., Governance, PMO, Valuation, Strategic Consulting, Business Process Design, Entrepreneurship, Business Strategy, Analysis, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
Bachelor's Degree
University of Melbourne 2006 — 2006
Abroad Student
Al Chaves Al Chaves's A.G. Edwards Experience July 2004 - March 2008
Job Systems Engineer at Electron International
Industry Aviation & Aerospace
Experience
Electron International / Parker Aerospace November 2014 - Present
Honeywell Aerospace August 2012 - August 2014
Principal Financial Group December 2010 - July 2012
Morgan Stanley Smith Barney April 2008 - November 2010
A.G. Edwards July 2004 - March 2008
Motorola Solutions November 2000 - June 2004
Motorola Computer Group August 1996 - November 2000
TRW March 1994 - August 1996
Xerox June 1988 - March 1994
Skills
Management, Project Planning, Relationship Management, Project Management, Quality Assurance, SQL, VBScript, C Programming, Visual C#, Unix, Python, HTML, Process Improvement, Process Automation, DO178B
Education
Arizona State University, W. P. Carey School of Business 1997 — 1999
MBA, Finance
Rochester Institute of Technology 1984 — 1988
BSEE, Electrical Engineering
Electron International / Parker Aerospace November 2014 - Present
Honeywell Aerospace August 2012 - August 2014
Principal Financial Group December 2010 - July 2012
Morgan Stanley Smith Barney April 2008 - November 2010
A.G. Edwards July 2004 - March 2008
Motorola Solutions November 2000 - June 2004
Motorola Computer Group August 1996 - November 2000
TRW March 1994 - August 1996
Xerox June 1988 - March 1994
Skills
Management, Project Planning, Relationship Management, Project Management, Quality Assurance, SQL, VBScript, C Programming, Visual C#, Unix, Python, HTML, Process Improvement, Process Automation, DO178B
Education
Arizona State University, W. P. Carey School of Business 1997 — 1999
MBA, Finance
Rochester Institute of Technology 1984 — 1988
BSEE, Electrical Engineering
Kelly Britt Kelly Britt's A.G. Edwards Experience July 1998 - March 2000
Job Real Estate Consultant at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty STL May 2004 - Present
Wells Fargo Home Mortgage March 2001 - May 2003
A.G. Edwards & Sons, Inc. March 2000 - March 2001
A.G. Edwards July 1998 - March 2000
Skills
Contract Negotiation, Time Management, Multi Tasking, Project Coordination, Coordinating Events, Financial Analysis, Marketing Strategy
Education
Saint Louis University 1998 — 2004
MBA, Finance
Carroll University 1994 — 1997
BS, Finance & Accounting
Lutheran South High School 1990 — 1994
Keller Williams Realty STL May 2004 - Present
Wells Fargo Home Mortgage March 2001 - May 2003
A.G. Edwards & Sons, Inc. March 2000 - March 2001
A.G. Edwards July 1998 - March 2000
Skills
Contract Negotiation, Time Management, Multi Tasking, Project Coordination, Coordinating Events, Financial Analysis, Marketing Strategy
Education
Saint Louis University 1998 — 2004
MBA, Finance
Carroll University 1994 — 1997
BS, Finance & Accounting
Lutheran South High School 1990 — 1994
Matthew Schafer's A.G. Edwards Experience January 1996 - May 2000
Job Founding Partner at Sequoia Wealth Management Group
Industry Financial Services
Experience
Sequoia Wealth Managment Group An Indepedent Firm April 2010 - Present
UBS June 2000 - April 2010
A.G. Edwards January 1996 - May 2000
land O Lakes May 1995 - May 1996
Skills
Investments, Risk Management, Securities, Asset Allocation, Strategic Planning, Equities, Financial Analysis, Finance, Start-ups, Leadership
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
B.S., Animal Science
Sequoia Wealth Managment Group An Indepedent Firm April 2010 - Present
UBS June 2000 - April 2010
A.G. Edwards January 1996 - May 2000
land O Lakes May 1995 - May 1996
Skills
Investments, Risk Management, Securities, Asset Allocation, Strategic Planning, Equities, Financial Analysis, Finance, Start-ups, Leadership
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
B.S., Animal Science
Bill Foss Bill Foss's A.G. Edwards Experience 2007 - 2008
Job President of Blue Agave Importers,Inc.
Industry Wine and Spirits
Experience
Blue Agave Importers,Inc. 2008 - Present
A.G. Edwards 2007 - 2008
Skills
Marketing, Financial Analysis, Sales, Sales Management, Marketing Strategy, Strategic Planning, New Business Development, Business Development, Leadership, Business Strategy, Entrepreneurship, Small Business, Contract Negotiation, Investments, Strategy, Business Planning, Management Consulting, Budgets, Start-ups, Team Building, Account Management
Education
Bradley University 1970 — 1972
MA
Knox College 1965 — 1968
BA
Blue Agave Importers,Inc. 2008 - Present
A.G. Edwards 2007 - 2008
Skills
Marketing, Financial Analysis, Sales, Sales Management, Marketing Strategy, Strategic Planning, New Business Development, Business Development, Leadership, Business Strategy, Entrepreneurship, Small Business, Contract Negotiation, Investments, Strategy, Business Planning, Management Consulting, Budgets, Start-ups, Team Building, Account Management
Education
Bradley University 1970 — 1972
MA
Knox College 1965 — 1968
BA
James Martinos James Martinos's A.G. Edwards Experience 1995 - 2001
Job President & CEO at Elite IT Partners, Inc.
Industry Information Technology and Services
Experience
Elite IT Partners, Inc. February 2010 - Present
DirectPointe, Inc. October 2008 - February 2010
DirectPointe, Inc. December 2005 - October 2008
ProPay 2005 - 2005
Elite IT Services 2002 - 2005
Microsoft Corporation 2001 - 2003
A.G. Edwards 1995 - 2001
MasterCard 1995 - 1996
IBM Corporation - Global Services 1989 - 1995
Digital Equipment Corporation 1987 - 1989
Skills
Enterprise Software, Start-ups, Strategy, Integration, Data Center, Consulting, Management, Leadership, Solution Selling, Project Management, SaaS, Sales Management, Cloud Computing, Virtualization, Business Strategy, Enterprise Architecture, Business Process, Security, Software Development, Program Management, Technical Leadership, Strategic Partnerships, Contract Negotiation, Executive Management, Servers, Outsourcing, Entrepreneurship, Product Management, Disaster Recovery, Mergers & Acquisitions, Information Technology, High Performance Teams, Technology Management, Analysis, IT Service Management, Architectural Design, Cross-functional Team..., IT Strategy, Vendor Management, Contract Negotiating, Reducing Operating Costs
Education
Brigham Young University 1975 — 1982
BS, Design & Computer Technology
Washington University in St. Louis - Olin Business School
MBA
Elite IT Partners, Inc. February 2010 - Present
DirectPointe, Inc. October 2008 - February 2010
DirectPointe, Inc. December 2005 - October 2008
ProPay 2005 - 2005
Elite IT Services 2002 - 2005
Microsoft Corporation 2001 - 2003
A.G. Edwards 1995 - 2001
MasterCard 1995 - 1996
IBM Corporation - Global Services 1989 - 1995
Digital Equipment Corporation 1987 - 1989
Skills
Enterprise Software, Start-ups, Strategy, Integration, Data Center, Consulting, Management, Leadership, Solution Selling, Project Management, SaaS, Sales Management, Cloud Computing, Virtualization, Business Strategy, Enterprise Architecture, Business Process, Security, Software Development, Program Management, Technical Leadership, Strategic Partnerships, Contract Negotiation, Executive Management, Servers, Outsourcing, Entrepreneurship, Product Management, Disaster Recovery, Mergers & Acquisitions, Information Technology, High Performance Teams, Technology Management, Analysis, IT Service Management, Architectural Design, Cross-functional Team..., IT Strategy, Vendor Management, Contract Negotiating, Reducing Operating Costs
Education
Brigham Young University 1975 — 1982
BS, Design & Computer Technology
Washington University in St. Louis - Olin Business School
MBA
Steven Seegmiller Steven Seegmiller's A.G. Edwards Experience 1982 - 2002
Job Investment Advisor | Leader | Speaker| Investments managed with an eye towards Wealth Building
Industry Investment Management
Experience
Jackson Jackson Schroeder July 2006 - Present
A.G. Edwards 1982 - 2002
United States Air Force Academy 1979 - 1997
Skills
Investments, Mutual Funds, Leadership, Strategic Financial..., Portfolio Management, Financial Analysis, Strategic Planning, Retirement Planning, Small Business, Estate Planning, Risk Management, Strategy, Public Speaking, Leadership Development, Mergers & Acquisitions, Business Planning, Finance, Financial Services, Financial Planning
Education
John F. Kennedy University 1986 — 1988
MA, Interdisciplinary Human Consciousness
Augsburg College 1964 — 1968
BA, Business Administration, Economics
Jackson Jackson Schroeder July 2006 - Present
A.G. Edwards 1982 - 2002
United States Air Force Academy 1979 - 1997
Skills
Investments, Mutual Funds, Leadership, Strategic Financial..., Portfolio Management, Financial Analysis, Strategic Planning, Retirement Planning, Small Business, Estate Planning, Risk Management, Strategy, Public Speaking, Leadership Development, Mergers & Acquisitions, Business Planning, Finance, Financial Services, Financial Planning
Education
John F. Kennedy University 1986 — 1988
MA, Interdisciplinary Human Consciousness
Augsburg College 1964 — 1968
BA, Business Administration, Economics
Matthew Virzi's A.G. Edwards Experience September 2004 - March 2005
Job Senior Account Executive at Localytics
Industry Information Technology and Services
Experience
Localytics January 2015 - Present
LocalTable September 2013 - Present
Localytics October 2013 - December 2014
Oracle December 2011 - October 2013
ORSYP April 2011 - December 2011
RSA, The Security Division of EMC July 2009 - April 2011
EMC June 2008 - September 2008
A.G. Edwards September 2004 - March 2005
Skills
Salesforce.com, Inside Sales, Sales Operations, Account Management, Solution Selling, New Business Development, Direct Sales, Security, Access Management, Oracle, Enterprise Software, Management, Go-to-market Strategy, Competitive Analysis, Business Development
Education
Bentley University 2005 — 2009
BS, Marketing and Law
Localytics January 2015 - Present
LocalTable September 2013 - Present
Localytics October 2013 - December 2014
Oracle December 2011 - October 2013
ORSYP April 2011 - December 2011
RSA, The Security Division of EMC July 2009 - April 2011
EMC June 2008 - September 2008
A.G. Edwards September 2004 - March 2005
Skills
Salesforce.com, Inside Sales, Sales Operations, Account Management, Solution Selling, New Business Development, Direct Sales, Security, Access Management, Oracle, Enterprise Software, Management, Go-to-market Strategy, Competitive Analysis, Business Development
Education
Bentley University 2005 — 2009
BS, Marketing and Law
Karl Sum Lee, CTP, EA, MBA Karl Sum Lee, CTP, EA, MBA's A.G. Edwards Experience May 1995 - September 1995
Job Senior Finance Manager Corp FP&A at Cisco Systems, Certified Treasury Professional (CTP), Enrolled Agent (EA)
Industry Accounting
Experience
Cisco Systems January 2008 - Present
Granite Construction Inc. October 2006 - November 2007
CPP, Inc. December 2002 - October 2006
Intel Corporation December 1996 - March 2002
Westcliff Capital Management June 1996 - December 1996
Merrill Lynch September 1995 - April 1996
A.G. Edwards May 1995 - September 1995
HMH, Inc. February 1992 - December 1994
Skills
Oracle 11i and R12, SAP BusinessObjects, Essbase, MS Access, Excel, Budget Variance Analysis, Royalty Accounting, Treasury Management, Gross Margin Analysis, Cash Management, Profitability Reporting..., JD Edwards, Peachtree Accounting, PowerPoint, Bank of America Direct, Sungard eTreasury..., Corporate Finance, Contract Review, Federal Taxation, Contract Management, Private Pilot, CTP, Enrolled Agent, Demantra, Longview PlanIt, Hyperion Planning, Access, Variance Analysis, Forecasting, Financial Analysis, Finance, Analysis, General Ledger, Accounting
Education
Drake University 1995 — 1996
MBA, Finance
California Polytechnic State University-San Luis Obispo 1985 — 1992
BS, Civil Engineering
Cisco Systems January 2008 - Present
Granite Construction Inc. October 2006 - November 2007
CPP, Inc. December 2002 - October 2006
Intel Corporation December 1996 - March 2002
Westcliff Capital Management June 1996 - December 1996
Merrill Lynch September 1995 - April 1996
A.G. Edwards May 1995 - September 1995
HMH, Inc. February 1992 - December 1994
Skills
Oracle 11i and R12, SAP BusinessObjects, Essbase, MS Access, Excel, Budget Variance Analysis, Royalty Accounting, Treasury Management, Gross Margin Analysis, Cash Management, Profitability Reporting..., JD Edwards, Peachtree Accounting, PowerPoint, Bank of America Direct, Sungard eTreasury..., Corporate Finance, Contract Review, Federal Taxation, Contract Management, Private Pilot, CTP, Enrolled Agent, Demantra, Longview PlanIt, Hyperion Planning, Access, Variance Analysis, Forecasting, Financial Analysis, Finance, Analysis, General Ledger, Accounting
Education
Drake University 1995 — 1996
MBA, Finance
California Polytechnic State University-San Luis Obispo 1985 — 1992
BS, Civil Engineering
Eric Glover Eric Glover's A.G. Edwards Experience September 2003 - March 2005
Job Investor Relations Manager
Industry Chemicals
Experience
KMG Chemicals April 2012 - Present
Canaccord Genuity June 2006 - November 2011
Canaccord Adams Inc April 2005 - May 2006
A.G. Edwards September 2003 - March 2005
Adams, Harkness, Inc December 2000 - August 2003
Babson-United, Inc June 1995 - December 2000
Skills
Financial Modeling, Cleantech, Equity Research, Market Research, Research, Due Diligence, Equities
Education
Carleton College 1989 — 1993
BA, Political Science
KMG Chemicals April 2012 - Present
Canaccord Genuity June 2006 - November 2011
Canaccord Adams Inc April 2005 - May 2006
A.G. Edwards September 2003 - March 2005
Adams, Harkness, Inc December 2000 - August 2003
Babson-United, Inc June 1995 - December 2000
Skills
Financial Modeling, Cleantech, Equity Research, Market Research, Research, Due Diligence, Equities
Education
Carleton College 1989 — 1993
BA, Political Science
Robert Maki Robert Maki's A.G. Edwards Experience May 2007 - August 2008
Job at
Industry Accounting
Experience
U.S. Department of State March 2015 - Present
Department of State/MIL Corp May 2013 - March 2015
Paul Davis Restoration October 2010 - May 2013
Water's Edge August 2008 - September 2010
A.G. Edwards May 2007 - August 2008
Enterprise Rent-A-Car August 2006 - May 2007
Skills
Accounting, Construction Management, Financial Analysis, Contract Management, Project Estimation
Education
Clemson University 1999 — 2004
Bachelor of Arts (BA), English/Secondary Education
College of Charleston
Bachelor's degree, Accounting
U.S. Department of State March 2015 - Present
Department of State/MIL Corp May 2013 - March 2015
Paul Davis Restoration October 2010 - May 2013
Water's Edge August 2008 - September 2010
A.G. Edwards May 2007 - August 2008
Enterprise Rent-A-Car August 2006 - May 2007
Skills
Accounting, Construction Management, Financial Analysis, Contract Management, Project Estimation
Education
Clemson University 1999 — 2004
Bachelor of Arts (BA), English/Secondary Education
College of Charleston
Bachelor's degree, Accounting
Binod Joseph Binod Joseph's A.G. Edwards Experience March 2007 - November 2007
Job Sr Java/J2EE Developer at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services September 2009 - Present
Verizon Business February 2009 - August 2009
Wachovia Securities, LLC March 2008 - January 2009
A.G. Edwards March 2007 - November 2007
State Street July 2006 - March 2007
KPIT Cummins 2004 - 2006
KPIT Infosystems Inc 2004 - 2006
Cummins, Inc 2004 - 2006
Skills
Enterprise Software, SDLC, Project Management, Java Enterprise Edition, PL/SQL, Java, Web Services, Requirements Analysis, JSP, Software Project..., SOA, Struts, Agile Methodologies, SQL, Oracle
Education
Guru Ghasidas University 1998 — 2002
HP Enterprise Services September 2009 - Present
Verizon Business February 2009 - August 2009
Wachovia Securities, LLC March 2008 - January 2009
A.G. Edwards March 2007 - November 2007
State Street July 2006 - March 2007
KPIT Cummins 2004 - 2006
KPIT Infosystems Inc 2004 - 2006
Cummins, Inc 2004 - 2006
Skills
Enterprise Software, SDLC, Project Management, Java Enterprise Edition, PL/SQL, Java, Web Services, Requirements Analysis, JSP, Software Project..., SOA, Struts, Agile Methodologies, SQL, Oracle
Education
Guru Ghasidas University 1998 — 2002
Davis Hein, CFA CFP Davis Hein, CFA CFP's A.G. Edwards Experience August 2004 - December 2007
Job Investment Counselor Group Manager
Industry Investment Management
Experience
Fisher Investments April 2014 - Present
Fisher Investments August 2012 - April 2014
Independant Financial Advisor April 2009 - August 2012
Wachovia Securities, LLC January 2008 - March 2009
A.G. Edwards August 2004 - December 2007
Horst Frisch Inc. September 2000 - September 2002
Skills
Fixed Income
Education
Bates College 1996 — 2000
Fisher Investments April 2014 - Present
Fisher Investments August 2012 - April 2014
Independant Financial Advisor April 2009 - August 2012
Wachovia Securities, LLC January 2008 - March 2009
A.G. Edwards August 2004 - December 2007
Horst Frisch Inc. September 2000 - September 2002
Skills
Fixed Income
Education
Bates College 1996 — 2000
Matthew Pixa Matthew Pixa's A.G. Edwards Experience 1993 - 1994
Job Registered Investment Advisor, Fee Only, 401k Rollovers, Ethical Portfolio Management, Investment Advice
Industry Investment Management
Experience
My Portfolio Guide, LLC May 2010 - Present
St. Joseph Catholic School September 2012 - October 2012
Deloitte January 2009 - May 2010
Charles Schwab & Co. March 1999 - December 2004
Prudential Financial April 1998 - March 1999
Rollins Leasing Corporation February 1995 - April 1998
A.G. Edwards 1993 - 1994
Skills
Strategic Financial...
Education
Arizona State University 2005 — 2007
MBA
Arizona State University - W. P. Carey School of Business 2005 — 2007
MBA
California State University-Long Beach 1991 — 1994
BA, Economics
Half Moon Bay High School
My Portfolio Guide, LLC May 2010 - Present
St. Joseph Catholic School September 2012 - October 2012
Deloitte January 2009 - May 2010
Charles Schwab & Co. March 1999 - December 2004
Prudential Financial April 1998 - March 1999
Rollins Leasing Corporation February 1995 - April 1998
A.G. Edwards 1993 - 1994
Skills
Strategic Financial...
Education
Arizona State University 2005 — 2007
MBA
Arizona State University - W. P. Carey School of Business 2005 — 2007
MBA
California State University-Long Beach 1991 — 1994
BA, Economics
Half Moon Bay High School
Jane Abbott Jane Abbott's A.G. Edwards Experience September 1999 - November 2007
Job Vice President, Financial Planning at Barry Investment Advisors
Industry Financial Services
Experience
Barry Investment Advisors November 2007 - Present
A.G. Edwards September 1999 - November 2007
Merrill Lynch May 1986 - September 1999
Skills
Financial Planning, Accounting, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Series 63, Retirement Planning, Estate Planning, Securities, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Investments
Education
Albertus Magnus College 1967 — 1971
Bachelor of Arts (BA), Economics
Barry Investment Advisors November 2007 - Present
A.G. Edwards September 1999 - November 2007
Merrill Lynch May 1986 - September 1999
Skills
Financial Planning, Accounting, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Series 63, Retirement Planning, Estate Planning, Securities, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Investments
Education
Albertus Magnus College 1967 — 1971
Bachelor of Arts (BA), Economics
Tiffany de Ruosi Tiffany de Ruosi's A.G. Edwards Experience July 1997 - July 2002
Job Investment Advisor at Centaurus Financial, Inc.
Industry Investment Management
Experience
Centaurus Financial, Inc. June 2007 - Present
Brookstreet Securities July 2002 - July 2007
A.G. Edwards July 1997 - July 2002
Edward Jones July 1993 - July 1997
Dean Witter Reynolds September 1991 - July 1993
Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments
Education
California State University-Long Beach 1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business
Centaurus Financial, Inc. June 2007 - Present
Brookstreet Securities July 2002 - July 2007
A.G. Edwards July 1997 - July 2002
Edward Jones July 1993 - July 1997
Dean Witter Reynolds September 1991 - July 1993
Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments
Education
California State University-Long Beach 1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business
Erik Wheeler Erik Wheeler's A.G. Edwards Experience March 1993 - October 2000
Job First Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2001 - Present
A.G. Edwards March 1993 - October 2000
Prudential Financial 1992 - 1994
First NH Banks 1986 - 1992
Skills
Investments, Finance, Wealth Management, Capital Markets, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Series 63, Securities, Investment Advisory, Strategic Financial..., Estate Planning, Investment Strategies, Retirement, Equities, Fixed Income
Education
Boston University 2012 — 2013
School of Financial Planning, CFP Candidate
Southern New Hampshire University 1989 — 1992
BS, Economics / Finance
Concord High School 1980 — 1984
BS, Economics/Finance
UBS Financial Services, Inc. October 2001 - Present
A.G. Edwards March 1993 - October 2000
Prudential Financial 1992 - 1994
First NH Banks 1986 - 1992
Skills
Investments, Finance, Wealth Management, Capital Markets, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Series 63, Securities, Investment Advisory, Strategic Financial..., Estate Planning, Investment Strategies, Retirement, Equities, Fixed Income
Education
Boston University 2012 — 2013
School of Financial Planning, CFP Candidate
Southern New Hampshire University 1989 — 1992
BS, Economics / Finance
Concord High School 1980 — 1984
BS, Economics/Finance
Adam Tenofsky's A.G. Edwards Experience July 1997 - February 1999
Job Assistant Real Estate Manager at Hobbs Brook Management
Industry Real Estate
Experience
Hobbs Brook Management February 2014 - Present
Realty Services Corporation October 2001 - Present
TD Ameritrade April 1999 - August 2001
A.G. Edwards July 1997 - February 1999
Skills
Investment Properties, Real Estate, Sales Management, Real Estate Transactions, Leases, Commercial Real Estate, Real Estate Development, Brokerage, Selling, Investments, Asset Management, Valuation, Real Estate Economics, Disposition
Education
Babson College 1992 — 1996
Bachelor of Science (BS), Finance and Investments
Hobbs Brook Management February 2014 - Present
Realty Services Corporation October 2001 - Present
TD Ameritrade April 1999 - August 2001
A.G. Edwards July 1997 - February 1999
Skills
Investment Properties, Real Estate, Sales Management, Real Estate Transactions, Leases, Commercial Real Estate, Real Estate Development, Brokerage, Selling, Investments, Asset Management, Valuation, Real Estate Economics, Disposition
Education
Babson College 1992 — 1996
Bachelor of Science (BS), Finance and Investments
Austin Hennessey's A.G. Edwards Experience November 2004 - July 2005
Job Seasoned operations leader
Industry Consumer Services
Experience
Bowie Resources July 2012 - Present
Yum Brands June 2010 - July 2012
Gumbo Guys LLC June 2009 - January 2011
Humana February 2006 - June 2009
A.G. Edwards November 2004 - July 2005
Clear Channel Entertainment May 2004 - September 2004
Skills
•Proficient in..., Process Improvement, Strategic Planning, Management, Marketing, Analysis, Employee Benefits, Human Resources, Executive Management, Insurance, Financial Analysis, Financial Modeling, Data Analysis, Budgets, Customer Service, Microsoft Excel, Sales, Customer Satisfaction, Finance, Operations Management
Education
Bellarmine University
MBA
University of Louisville 1999 — 2004
BSBA, Marketing
Bowie Resources July 2012 - Present
Yum Brands June 2010 - July 2012
Gumbo Guys LLC June 2009 - January 2011
Humana February 2006 - June 2009
A.G. Edwards November 2004 - July 2005
Clear Channel Entertainment May 2004 - September 2004
Skills
•Proficient in..., Process Improvement, Strategic Planning, Management, Marketing, Analysis, Employee Benefits, Human Resources, Executive Management, Insurance, Financial Analysis, Financial Modeling, Data Analysis, Budgets, Customer Service, Microsoft Excel, Sales, Customer Satisfaction, Finance, Operations Management
Education
Bellarmine University
MBA
University of Louisville 1999 — 2004
BSBA, Marketing
Gregory Stringfield Gregory Stringfield's A.G. Edwards Experience October 2004 - August 2009
Job Owner River Brook LLC
Industry Investment Management
Experience
River Brook LLC December 2012 - Present
American Portfolios September 2009 - Present
A.G. Edwards October 2004 - August 2009
Rolls-Royce, GE 1979 - 2004
Skills
Risk Management, Financial Planning, Retirement Planning, Estate Planning, Asset Management, Asset Managment, Strategic Financial..., Retirement, Securities
Education
von Karman Instituut voor Stromingsdynamica 1982 — 1983
Post Graduate, Fluid Mechanics
Purdue University 1977 — 1982
Bachelor of Science, Aeronautical Engineering
River Brook LLC December 2012 - Present
American Portfolios September 2009 - Present
A.G. Edwards October 2004 - August 2009
Rolls-Royce, GE 1979 - 2004
Skills
Risk Management, Financial Planning, Retirement Planning, Estate Planning, Asset Management, Asset Managment, Strategic Financial..., Retirement, Securities
Education
von Karman Instituut voor Stromingsdynamica 1982 — 1983
Post Graduate, Fluid Mechanics
Purdue University 1977 — 1982
Bachelor of Science, Aeronautical Engineering
Lisa Garlock Lisa Garlock's A.G. Edwards Experience May 2001 - August 2001
Job Senior Finance Analyst Information Technology at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation August 2010 - Present
Intel July 2004 - February 2011
Intel 2004 - 2008
Morgan Stanley August 2003 - August 2003
A.G. Edwards May 2001 - August 2001
Skills
Process Improvement, Budget, Strategic Planning, Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Valuation, Competitive Analysis, Income Statement, Accounting, Business Analysis, Corporate Finance, Program Management, Project Management, Strategic Financial..., Product Marketing, Business Strategy
Education
Brigham Young University 2000 — 2004
Bachelor's degree, Finance, General
Intel Corporation August 2010 - Present
Intel July 2004 - February 2011
Intel 2004 - 2008
Morgan Stanley August 2003 - August 2003
A.G. Edwards May 2001 - August 2001
Skills
Process Improvement, Budget, Strategic Planning, Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Valuation, Competitive Analysis, Income Statement, Accounting, Business Analysis, Corporate Finance, Program Management, Project Management, Strategic Financial..., Product Marketing, Business Strategy
Education
Brigham Young University 2000 — 2004
Bachelor's degree, Finance, General
Michael Heim, CFA Michael Heim, CFA's A.G. Edwards Experience 1989 - 2007
Job Noble Financial
Industry Banking
Experience
Noble Financial September 2014 - Present
Saint Louis University January 2011 - Present
Confluence Asset Management January 2012 - December 2013
Sawtooth Investment Management December 2007 - October 2009
A.G. Edwards & Sons, Inc. December 1989 - November 2007
A.G. Edwards 1989 - 2007
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Equities, Hedge Funds, Analysis, Equity Valuation, Modeling, Series 7, Equity Research, Valuation, Asset Managment, Portfolio Management, Securities, Investments, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Corporate Finance, Due Diligence, Investment Management
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA, Finance
Carleton College 1982 — 1986
BA, Economics
Noble Financial September 2014 - Present
Saint Louis University January 2011 - Present
Confluence Asset Management January 2012 - December 2013
Sawtooth Investment Management December 2007 - October 2009
A.G. Edwards & Sons, Inc. December 1989 - November 2007
A.G. Edwards 1989 - 2007
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Equities, Hedge Funds, Analysis, Equity Valuation, Modeling, Series 7, Equity Research, Valuation, Asset Managment, Portfolio Management, Securities, Investments, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Corporate Finance, Due Diligence, Investment Management
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA, Finance
Carleton College 1982 — 1986
BA, Economics
Peter Cina Peter Cina's A.G. Edwards Experience 1988 - 1990
Job Financial Advisor/Business Owner at Proa Wealth Management
Industry Financial Services
Experience
Proa Wealth Management September 1993 - Present
Robert Thomas Securities 1990 - 1992
A.G. Edwards 1988 - 1990
Skills
Mutual funds, Variable and fixed..., Estate, college,..., Investment Strategies, Retirement Planning, Wealth Management, Series 7, Investments, Financial Advisory, Alternative Investments, Securities, Portfolio Management, Asset Management, Financial Services
Education
City University of New York 1970 — 1972
MS, EDUCATION
City University of New York 1968 — 1970
BA, MATHEMATICS
City University of New York-Baruch College 1965 — 1968
Bachelor of Arts (BA), Masters of Science, Mathematics
Proa Wealth Management September 1993 - Present
Robert Thomas Securities 1990 - 1992
A.G. Edwards 1988 - 1990
Skills
Mutual funds, Variable and fixed..., Estate, college,..., Investment Strategies, Retirement Planning, Wealth Management, Series 7, Investments, Financial Advisory, Alternative Investments, Securities, Portfolio Management, Asset Management, Financial Services
Education
City University of New York 1970 — 1972
MS, EDUCATION
City University of New York 1968 — 1970
BA, MATHEMATICS
City University of New York-Baruch College 1965 — 1968
Bachelor of Arts (BA), Masters of Science, Mathematics
Donald Dalesandro Donald Dalesandro's A.G. Edwards Experience 2005 - 2007
Job Investment Advisor Representative at ACAS, Registered Investment Advisor
Industry Financial Services
Experience
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
Jaiprakash Sukumaran's A.G. Edwards Experience June 2002 - December 2004
Job Senior EAI Developer at National Oilwell Varco
Industry Computer Software
Experience
National Oilwell Varco March 2009 - Present
KLA-Tencor January 2005 - February 2009
A.G. Edwards June 2002 - December 2004
Mass Mutual November 2000 - June 2002
Skills
Java Enterprise Edition, EAI, SOA, Software Development, Enterprise Software, SDLC, Troubleshooting, Enterprise Content..., Requirements Analysis, Integration, Microsoft SQL Server, Testing, Oracle, Integration Patterns, XSD, XSLT, XML, Software Project...
Education
Bharathiar University 1995 — 1999
BS, EIE
National Oilwell Varco March 2009 - Present
KLA-Tencor January 2005 - February 2009
A.G. Edwards June 2002 - December 2004
Mass Mutual November 2000 - June 2002
Skills
Java Enterprise Edition, EAI, SOA, Software Development, Enterprise Software, SDLC, Troubleshooting, Enterprise Content..., Requirements Analysis, Integration, Microsoft SQL Server, Testing, Oracle, Integration Patterns, XSD, XSLT, XML, Software Project...
Education
Bharathiar University 1995 — 1999
BS, EIE
Elli (Hautamäki) Ferguson Elli (Hautamäki) Ferguson's A.G. Edwards Experience September 1997 - July 2008
Job Application DBA at US Bank
Industry Financial Services
Experience
U.S. Bank July 2008 - Present
A.G. Edwards Technology Group September 1997 - July 2008
A.G. Edwards September 1997 - July 2008
AG Edwards and Sons September 1997 - July 2008
A.G. Edwards / Wachovia 2007 - 2008
A. G. Edwards & Sons, Inc 1997 - 2008
USAF April 1993 - May 1996
Education
Southwestern Illinois College 2009 — 2011
N/A, Computer Science
California State University-San Bernardino 1991 — 1992
Math
VictorValley High School 1990 — 1991
LBJ 1987 — 1989
Wilson Elementary 1982 — 1984
U.S. Bank July 2008 - Present
A.G. Edwards Technology Group September 1997 - July 2008
A.G. Edwards September 1997 - July 2008
AG Edwards and Sons September 1997 - July 2008
A.G. Edwards / Wachovia 2007 - 2008
A. G. Edwards & Sons, Inc 1997 - 2008
USAF April 1993 - May 1996
Education
Southwestern Illinois College 2009 — 2011
N/A, Computer Science
California State University-San Bernardino 1991 — 1992
Math
VictorValley High School 1990 — 1991
LBJ 1987 — 1989
Wilson Elementary 1982 — 1984
Jim Broderick Jim Broderick's A.G. Edwards Experience May 2008 - September 2008
Job Associate at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2012 - Present
AMR Capital Trading January 2011 - June 2012
Ernst & Young July 2010 - December 2010
The Frommer Group (Hedgefundlive.com) January 2010 - June 2010
A.G. Edwards May 2008 - September 2008
Skills
Investments, Equities, Series 7, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Derivatives, Trading, Series 63
Education
Caldwell University 2005 — 2009
BS, Finance& Economics
Raritan High School 2001 — 2005
Northwestern Mutual July 2012 - Present
AMR Capital Trading January 2011 - June 2012
Ernst & Young July 2010 - December 2010
The Frommer Group (Hedgefundlive.com) January 2010 - June 2010
A.G. Edwards May 2008 - September 2008
Skills
Investments, Equities, Series 7, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Valuation, Derivatives, Trading, Series 63
Education
Caldwell University 2005 — 2009
BS, Finance& Economics
Raritan High School 2001 — 2005
Raju Duwal Raju Duwal's A.G. Edwards Experience November 1998 - September 2005
Job Sr. Enterprise Active Directory Engineer at Honeywell
Industry Information Technology and Services
Experience
Honeywell January 2013 - Present
Prudential Financial September 2012 - December 2012
Wells Fargo March 2011 - September 2012
Arizona Public Services (APS) April 2010 - March 2011
Esurance Inc September 2005 - April 2010
A.G. Edwards November 1998 - September 2005
United Nations September 1997 - September 1998
Skills
VMware ESX, Active Directory, Security, Disaster Recovery, Microsoft Exchange, Windows, Testing, SAN, 2008 R2, Microsoft SQL Server, Citrix, Servers, Data Center, Cluster, Operating Systems, Windows Server, Networking, VMware, Storage
Education
City University of New York City College
MS
Tribhuvan Vishwavidalaya
Master's, Statistics
Honeywell January 2013 - Present
Prudential Financial September 2012 - December 2012
Wells Fargo March 2011 - September 2012
Arizona Public Services (APS) April 2010 - March 2011
Esurance Inc September 2005 - April 2010
A.G. Edwards November 1998 - September 2005
United Nations September 1997 - September 1998
Skills
VMware ESX, Active Directory, Security, Disaster Recovery, Microsoft Exchange, Windows, Testing, SAN, 2008 R2, Microsoft SQL Server, Citrix, Servers, Data Center, Cluster, Operating Systems, Windows Server, Networking, VMware, Storage
Education
City University of New York City College
MS
Tribhuvan Vishwavidalaya
Master's, Statistics
Jon Parisi, CFA's A.G. Edwards Experience September 2002 - March 2004
Job Sales Development | Outbound Sales | SaaS | Enterprise Sales Leader
Industry Internet
Experience
GuideSpark January 2015 - Present
GuideSpark February 2014 - January 2015
GuideSpark, Inc. May 2013 - January 2014
Thomson Reuters May 2004 - May 2013
A.G. Edwards September 2002 - March 2004
Education
Boston College 1998 — 2002
B.A., Economics & Communications
Boston Latin Academy 1992 — 1998
High School, Liberal Arts
GuideSpark January 2015 - Present
GuideSpark February 2014 - January 2015
GuideSpark, Inc. May 2013 - January 2014
Thomson Reuters May 2004 - May 2013
A.G. Edwards September 2002 - March 2004
Education
Boston College 1998 — 2002
B.A., Economics & Communications
Boston Latin Academy 1992 — 1998
High School, Liberal Arts
Yvette Wissmann's A.G. Edwards Experience April 1996 - April 2001
Job Legislative Director at U.S. House of Representatives
Industry Public Policy
Experience
U.S. House of Representatives January 2015 - Present
U.S. House of Representatives September 2014 - December 2014
American Roll-On Roll-off Carrier September 2012 - August 2014
K&L Gates March 2007 - September 2012
K&L Gates August 2003 - March 2007
Congressman Duncan Hunter (CA-52) April 2001 - August 2003
A.G. Edwards April 1996 - April 2001
Skills
Public Policy, Policy Analysis, Legislation, Government, Policy, Media Relations, Legislative Relations, Appropriations, Fundraising, Political Science, Strategy, International Relations, Legal Writing, Program Management, Political Campaigns, Maritime Operations, Politics
Education
American University 2001 — 2003
MA, Political Science
University of Redlands 1997 — 2001
BA, Liberal Studies; Environmental Studies Emphasis
U.S. House of Representatives January 2015 - Present
U.S. House of Representatives September 2014 - December 2014
American Roll-On Roll-off Carrier September 2012 - August 2014
K&L Gates March 2007 - September 2012
K&L Gates August 2003 - March 2007
Congressman Duncan Hunter (CA-52) April 2001 - August 2003
A.G. Edwards April 1996 - April 2001
Skills
Public Policy, Policy Analysis, Legislation, Government, Policy, Media Relations, Legislative Relations, Appropriations, Fundraising, Political Science, Strategy, International Relations, Legal Writing, Program Management, Political Campaigns, Maritime Operations, Politics
Education
American University 2001 — 2003
MA, Political Science
University of Redlands 1997 — 2001
BA, Liberal Studies; Environmental Studies Emphasis
Jill A Bailey Jill A Bailey's A.G. Edwards Experience September 1998 - November 2001
Job M.Photog,Cr. CPP at Flare of Art Photography
Industry Photography
Experience
Professional Photographers of Colorado January 2015 - Present
Flare of Art Photography 1998 - Present
Flare of Art Photography August 1993 - Present
A.G. Edwards September 1998 - November 2001
North Colorado Medical Center 1991 - 1995
Skills
Accounting, Excel, Budgeting, Word, Customer Relations, Supervisory Skills, Microsoft Office, Financial Planning, Public Speaking, Financial Reporting, Retirement Planning, Photography, Art, Fine Art Photography, Microsoft Excel, Weddings, Studio Photography, Microsoft Word, Budgets, Headshots, Photoshop, Portrait Photography, Lightroom, Customer Service, Photos, Commercial Photography, Strategic Financial..., Event Photography, Digital Photography, Wedding Photography, Small Business, Advertising, Portraits, Image Editing
Education
University of Northern Colorado 1985 — 1989
BS, Accounting
Aims Community College 1984 — 1986
AA, Liberal Arts
Greeley Schools
High School diploma
Professional Photographers of Colorado January 2015 - Present
Flare of Art Photography 1998 - Present
Flare of Art Photography August 1993 - Present
A.G. Edwards September 1998 - November 2001
North Colorado Medical Center 1991 - 1995
Skills
Accounting, Excel, Budgeting, Word, Customer Relations, Supervisory Skills, Microsoft Office, Financial Planning, Public Speaking, Financial Reporting, Retirement Planning, Photography, Art, Fine Art Photography, Microsoft Excel, Weddings, Studio Photography, Microsoft Word, Budgets, Headshots, Photoshop, Portrait Photography, Lightroom, Customer Service, Photos, Commercial Photography, Strategic Financial..., Event Photography, Digital Photography, Wedding Photography, Small Business, Advertising, Portraits, Image Editing
Education
University of Northern Colorado 1985 — 1989
BS, Accounting
Aims Community College 1984 — 1986
AA, Liberal Arts
Greeley Schools
High School diploma
Charles E Moore Charles E Moore's A.G. Edwards Experience June 1958 - September 2000
Job City Archaeologist for Florence, AL
Industry Investment Management
Experience
Author January 2004 - Present
City of Florence, AL April 1983 - Present
A.G. Edwards June 1958 - September 2000
Skills
Microsoft Office, Microsoft Excel, Risk Management, Strategic Planning, Insurance, Budgets, Accounting, Financial Analysis, Investments, Customer Service, Due Diligence, Portfolio Management, Real Estate, Forecasting, Financial Reporting, Public Speaking
Education
UNA,AUBURN 1949 — 1953
Business Administration and Management, General
Auburn University
Author January 2004 - Present
City of Florence, AL April 1983 - Present
A.G. Edwards June 1958 - September 2000
Skills
Microsoft Office, Microsoft Excel, Risk Management, Strategic Planning, Insurance, Budgets, Accounting, Financial Analysis, Investments, Customer Service, Due Diligence, Portfolio Management, Real Estate, Forecasting, Financial Reporting, Public Speaking
Education
UNA,AUBURN 1949 — 1953
Business Administration and Management, General
Auburn University
Bobby Wenzig Bobby Wenzig's A.G. Edwards Experience January 2007 - April 2007
Job Kansas City Chiefs, Business Finance Graduate
Industry Investment Banking
Experience
Fidelity Investments October 2014 - Present
Kansas City Chiefs May 2014 - May 2014
National University May 2013 - August 2013
Albertsons December 2008 - May 2009
A.G. Edwards January 2007 - April 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Office, HTML 5, CSS, Wordpress, Dreamweaver, Adobe Fireworks, Photoshop, PowerPoint, SOAR, Social Networking, WordPress, Facebook
Education
Alabama State University 2011 — 2013
Bachelor of Science (B.S.), Finance, 3.7
San Diego Mesa College 2010 — 2011
4.0
Arizona State University 2009 — 2010
Finance
Westview High School 2005 — 2009
3.8
Fidelity Investments October 2014 - Present
Kansas City Chiefs May 2014 - May 2014
National University May 2013 - August 2013
Albertsons December 2008 - May 2009
A.G. Edwards January 2007 - April 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Office, HTML 5, CSS, Wordpress, Dreamweaver, Adobe Fireworks, Photoshop, PowerPoint, SOAR, Social Networking, WordPress, Facebook
Education
Alabama State University 2011 — 2013
Bachelor of Science (B.S.), Finance, 3.7
San Diego Mesa College 2010 — 2011
4.0
Arizona State University 2009 — 2010
Finance
Westview High School 2005 — 2009
3.8
Robert Derks Robert Derks's A.G. Edwards Experience February 1988 - June 2008
Job Investment Manager/Deacon Milwaukee Archdiocese
Industry Investment Management
Experience
Investment Center of Wisconsin July 2008 - Present
A.G. Edwards February 1988 - June 2008
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Business Strategy, Portfolio Management, Valuation, Hedge Funds, Equities, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Estate Planning
Education
Brandeis University 1984 — 1986
MFA
University of St. Thomas 1977 — 1981
Bachelor of Arts (B.A.)
Kaplan University
Financial Planning Certificate
Investment Center of Wisconsin July 2008 - Present
A.G. Edwards February 1988 - June 2008
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Business Strategy, Portfolio Management, Valuation, Hedge Funds, Equities, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Estate Planning
Education
Brandeis University 1984 — 1986
MFA
University of St. Thomas 1977 — 1981
Bachelor of Arts (B.A.)
Kaplan University
Financial Planning Certificate
Pamela Boucher Pamela Boucher's A.G. Edwards Experience August 2003 - May 2012
Job Plymouth Area Chamber of CommerceMembership Relations and Advertising Coordinator
Industry Marketing and Advertising
Experience
New England Scaffolding, Inc. August 1998 - 2014
Plymouth Area Chamber of Commerce November 2012 - December 2013
A.G. Edwards August 2003 - May 2012
Skills
Social Media Marketing, Social Media, Advertising, Social Networking, Marketing Strategy, Customer Service, Public Speaking, Management, Account Management
Education
Thayer Academy
High School
Centenary College
Dean College
Katharine Gibbs School
Merrimack College
New England Scaffolding, Inc. August 1998 - 2014
Plymouth Area Chamber of Commerce November 2012 - December 2013
A.G. Edwards August 2003 - May 2012
Skills
Social Media Marketing, Social Media, Advertising, Social Networking, Marketing Strategy, Customer Service, Public Speaking, Management, Account Management
Education
Thayer Academy
High School
Centenary College
Dean College
Katharine Gibbs School
Merrimack College
Scott Wilton Scott Wilton's A.G. Edwards Experience March 2006 - October 2007
Job VP, Enterprise Data & Analytics at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Advisors, LLC May 2009 - November 2012
Wachovia Securities, LLC October 2007 - May 2009
A.G. Edwards March 2006 - October 2007
A.G. Edwards August 2004 - March 2006
A.G. Edwards November 2000 - August 2004
Ernst & Young May 1999 - November 2000
Ernst & Young May 1998 - May 1999
OfficePlus March 1995 - August 1996
OfficePlus March 1994 - March 1995
Skills
Data Warehousing, Data Modeling, Business Intelligence, Enterprise Architecture, Database Design, Data Analysis, Requirements Analysis, Business Objects, DB2, Teradata, Business Analysis, SQL, Data Management, ETL, Databases, Analytics, SDLC, Unix, Requirements Gathering, SOA, Data Quality
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Corporate Strategy
Carleton College 1986 — 1990
BA, English
Wells Fargo November 2012 - Present
Wells Fargo Advisors, LLC May 2009 - November 2012
Wachovia Securities, LLC October 2007 - May 2009
A.G. Edwards March 2006 - October 2007
A.G. Edwards August 2004 - March 2006
A.G. Edwards November 2000 - August 2004
Ernst & Young May 1999 - November 2000
Ernst & Young May 1998 - May 1999
OfficePlus March 1995 - August 1996
OfficePlus March 1994 - March 1995
Skills
Data Warehousing, Data Modeling, Business Intelligence, Enterprise Architecture, Database Design, Data Analysis, Requirements Analysis, Business Objects, DB2, Teradata, Business Analysis, SQL, Data Management, ETL, Databases, Analytics, SDLC, Unix, Requirements Gathering, SOA, Data Quality
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Corporate Strategy
Carleton College 1986 — 1990
BA, English
Ward Abbey Ward Abbey's A.G. Edwards Experience April 1985 - November 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2007 - Present
A.G. Edwards April 1985 - November 2007
Prudential Bache 1979 - 1985
Merrill Lynch 1975 - 1979
Skills
Financial Guidance, 401k Rollovers, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Stock Analysis, Financial Advisory, Financial Analysis, Tax-Efficient Strategies, Wealth Preservation..., Retirement Savings
Education
Central Michigan University 1969 — 1970
Master of Business Administration (MBA), Finance
Central Michigan University 1965 — 1970
Bachelor of Science (BS), Busines Administration in Marketing and Minor in Economics
Wells Fargo Advisors, LLC 2007 - Present
A.G. Edwards April 1985 - November 2007
Prudential Bache 1979 - 1985
Merrill Lynch 1975 - 1979
Skills
Financial Guidance, 401k Rollovers, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Stock Analysis, Financial Advisory, Financial Analysis, Tax-Efficient Strategies, Wealth Preservation..., Retirement Savings
Education
Central Michigan University 1969 — 1970
Master of Business Administration (MBA), Finance
Central Michigan University 1965 — 1970
Bachelor of Science (BS), Busines Administration in Marketing and Minor in Economics
Erik B. Ibsen, CFP®, CRPC® Erik B. Ibsen, CFP®, CRPC®'s A.G. Edwards Experience July 2006 - July 2007
Job CERTIFIED FINANCIAL PLANNER™: Financial Advisor. Disciplined Planning Approach with Personalized Service
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch July 2007 - June 2012
A.G. Edwards July 2006 - July 2007
Skills
Investments, Retirement Planning, Finance, Retirement
Education
California State University-Long Beach 1996 — 1997
Master of Arts, Political Science/International Relations
University of Copenhagen 1996 — 1996
Diploma, International Political Economy
California State University-Long Beach 1994 — 1996
Bachelor of Arts, Political Science/International Relations
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch July 2007 - June 2012
A.G. Edwards July 2006 - July 2007
Skills
Investments, Retirement Planning, Finance, Retirement
Education
California State University-Long Beach 1996 — 1997
Master of Arts, Political Science/International Relations
University of Copenhagen 1996 — 1996
Diploma, International Political Economy
California State University-Long Beach 1994 — 1996
Bachelor of Arts, Political Science/International Relations
Duane Meyer Duane Meyer's A.G. Edwards Experience August 2000 - October 2007
Job at
Industry Information Technology and Services
Experience
Charter Communications March 2015 - Present
Sprint July 2014 - September 2014
Bank of America January 2013 - June 2014
Amazon.com January 2011 - April 2012
USTRANSCOM with RTGX 2009 - January 2011
Wachovia Securities 2007 - May 2010
Wachovia Corporation 2007 - March 2009
A.G. Edwards August 2000 - October 2007
A.G. Edwards & Sons 2000 - October 2007
Performics October 1998 - August 2000
Skills
Perl, TCP/IP, Apache, SharePoint, Troubleshooting, Python, Programming, Architectures, C++, Windows, Weblogic, SOAP, Data Center, Requirements Analysis, Networking, Integration, Technical Support, Disaster Recovery, Architecture
Education
Missouri State University 1994 — 1998
Bachelor of Science (BSc)
Minnesota State University, Mankato 1988 — 1991
N/A
University of Borås
Charter Communications March 2015 - Present
Sprint July 2014 - September 2014
Bank of America January 2013 - June 2014
Amazon.com January 2011 - April 2012
USTRANSCOM with RTGX 2009 - January 2011
Wachovia Securities 2007 - May 2010
Wachovia Corporation 2007 - March 2009
A.G. Edwards August 2000 - October 2007
A.G. Edwards & Sons 2000 - October 2007
Performics October 1998 - August 2000
Skills
Perl, TCP/IP, Apache, SharePoint, Troubleshooting, Python, Programming, Architectures, C++, Windows, Weblogic, SOAP, Data Center, Requirements Analysis, Networking, Integration, Technical Support, Disaster Recovery, Architecture
Education
Missouri State University 1994 — 1998
Bachelor of Science (BSc)
Minnesota State University, Mankato 1988 — 1991
N/A
University of Borås
Rick Janss Rick Janss's A.G. Edwards Experience January 2001 - March 2009
Job Practice Manager at Clinical Urology Associates
Industry Medical Practice
Experience
Clinical Urology Associates March 2009 - Present
A.G. Edwards January 2001 - March 2009
Biggs Building Products May 1996 - January 2000
Georgia-Pacific LLC September 1989 - May 1996
Skills
Physician Practice..., Healthcare, Strategic Planning, Financial Analysis, New Business Development, Budgeting, Physicians, Retirement Planning, Budgets, Sales, Insurance, Sales Operations, Management, Program Management, Finance, Public Speaking, Leadership, Customer Service, Healthcare Management, Team Building
Education
California Southern University 2011 — 2014
Doctorate of Business Administration
Georgia State University 1997 — 1999
MBA, Real Estate Finance
Georgia Southwestern State University 1985 — 1989
BBA, Marketing
Clinical Urology Associates March 2009 - Present
A.G. Edwards January 2001 - March 2009
Biggs Building Products May 1996 - January 2000
Georgia-Pacific LLC September 1989 - May 1996
Skills
Physician Practice..., Healthcare, Strategic Planning, Financial Analysis, New Business Development, Budgeting, Physicians, Retirement Planning, Budgets, Sales, Insurance, Sales Operations, Management, Program Management, Finance, Public Speaking, Leadership, Customer Service, Healthcare Management, Team Building
Education
California Southern University 2011 — 2014
Doctorate of Business Administration
Georgia State University 1997 — 1999
MBA, Real Estate Finance
Georgia Southwestern State University 1985 — 1989
BBA, Marketing
Kranthi Balaram , BE, PMP Kranthi Balaram , BE, PMP's A.G. Edwards Experience March 2007 - August 2007
Job Senior Project Manager at Chicago Transit Authority
Industry Transportation/Trucking/Railroad
Experience
Chicago Transit Authority August 2007 - Present
A.G. Edwards March 2007 - August 2007
BioGenex May 2001 - February 2007
Motorola September 2000 - March 2001
Qwest Communications March 2000 - June 2000
Gamma Metrics August 1999 - February 2000
Seimens January 1999 - July 1999
Macmet Technologies Ltd June 1997 - December 1998
Aeronautics Development Authority October 1996 - May 1997
Skills
Project Management, SSRS, Architecture, Management, Robotics, Software Project..., PMP, Requirements Analysis, Team Leadership, Software Development, PMO, Telecommunications, Program Management, Software Documentation, SDLC, Databases, Strategy, Business Process, Testing, Oracle, Governance, Integration, Enterprise Architecture, Leadership, Outsourcing, IT Strategy, ERP, Vendor Management, Business Intelligence, Business Analysis, Business Process..., MS Project, Agile Project Management, Requirements Gathering, Project Portfolio...
Education
University of California, Berkeley 2004 — 2008
Project Managerment
Bangalore University 1992 — 1996
(BE) Bachelors in Engineering, Computer Science
Chicago Transit Authority August 2007 - Present
A.G. Edwards March 2007 - August 2007
BioGenex May 2001 - February 2007
Motorola September 2000 - March 2001
Qwest Communications March 2000 - June 2000
Gamma Metrics August 1999 - February 2000
Seimens January 1999 - July 1999
Macmet Technologies Ltd June 1997 - December 1998
Aeronautics Development Authority October 1996 - May 1997
Skills
Project Management, SSRS, Architecture, Management, Robotics, Software Project..., PMP, Requirements Analysis, Team Leadership, Software Development, PMO, Telecommunications, Program Management, Software Documentation, SDLC, Databases, Strategy, Business Process, Testing, Oracle, Governance, Integration, Enterprise Architecture, Leadership, Outsourcing, IT Strategy, ERP, Vendor Management, Business Intelligence, Business Analysis, Business Process..., MS Project, Agile Project Management, Requirements Gathering, Project Portfolio...
Education
University of California, Berkeley 2004 — 2008
Project Managerment
Bangalore University 1992 — 1996
(BE) Bachelors in Engineering, Computer Science
Paul Evans, CFP, ChFC, CLU Paul Evans, CFP, ChFC, CLU's A.G. Edwards Experience September 2001 - April 2004
Job Founder Black Island Capital Group
Industry Financial Services
Experience
Black Island Capital Group 2004 - Present
Annapolitan Investment Group, Inc. 2004 - Present
A.G. Edwards September 2001 - April 2004
Skills
Retirement Planning, Estate Planning, Investments, Real Estate, Equities, Financial Planning, Risk Management, Small Business, Asset Management, Financial Management, Succession Planning, Retirement, Wealth Management, Financial Analysis, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Alternative Investments, Mutual Funds, Personal Finance, Securities, Series 7, 401k, Annuities, Bonds, Strategic Financial..., Financial Advisory, Finance, Insurance, FINRA, Certified Financial...
Education
Georgetown University 2003 — 2005
Finance
Loyola University Maryland 1997 — 2001
BBA, Finance
American University
Gonzaga College High School
Black Island Capital Group 2004 - Present
Annapolitan Investment Group, Inc. 2004 - Present
A.G. Edwards September 2001 - April 2004
Skills
Retirement Planning, Estate Planning, Investments, Real Estate, Equities, Financial Planning, Risk Management, Small Business, Asset Management, Financial Management, Succession Planning, Retirement, Wealth Management, Financial Analysis, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Alternative Investments, Mutual Funds, Personal Finance, Securities, Series 7, 401k, Annuities, Bonds, Strategic Financial..., Financial Advisory, Finance, Insurance, FINRA, Certified Financial...
Education
Georgetown University 2003 — 2005
Finance
Loyola University Maryland 1997 — 2001
BBA, Finance
American University
Gonzaga College High School
Michael Rothstein, FRM, CAIA's A.G. Edwards Experience May 2006 - August 2007
Job
Industry Financial Services
Experience
Allianz Global Investors March 2015 - Present
Allianz Global Investors October 2010 - March 2015
Allianz Global Investors September 2007 - October 2010
A.G. Edwards May 2006 - August 2007
Skills
Series 7, Series 66, Fixed Income, Uniform Combined State..., Alternative Investments, Mutual Funds, Portfolio Management, Options, Wealth Management, Investments, Finance, Due Diligence, Bonds, Equities, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (MBA), Statistics
Ramapo College of New Jersey 2002 — 2006
BS Business Administration, Finance
Ridgewood High School
Allianz Global Investors March 2015 - Present
Allianz Global Investors October 2010 - March 2015
Allianz Global Investors September 2007 - October 2010
A.G. Edwards May 2006 - August 2007
Skills
Series 7, Series 66, Fixed Income, Uniform Combined State..., Alternative Investments, Mutual Funds, Portfolio Management, Options, Wealth Management, Investments, Finance, Due Diligence, Bonds, Equities, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (MBA), Statistics
Ramapo College of New Jersey 2002 — 2006
BS Business Administration, Finance
Ridgewood High School
Kathy Flores Kathy Flores's A.G. Edwards Experience December 1992 - November 2005
Job Investment management and financial planning providing customized solutions
Industry Investment Management
Experience
Kathy Flores Wealth Management Inc November 2005 - Present
A.G. Edwards December 1992 - November 2005
Shearson Lehman Brothers December 1990 - December 1992
Merrill Lynch March 1984 - December 1990
Prudential Insurance July 1979 - March 1984
Education
CSU Chico 1975 — 1978
Bachelor of Arts (B.A.), International Relations and Affairs
La Canada High School 1971 — 1975
High School Diploma
Kathy Flores Wealth Management Inc November 2005 - Present
A.G. Edwards December 1992 - November 2005
Shearson Lehman Brothers December 1990 - December 1992
Merrill Lynch March 1984 - December 1990
Prudential Insurance July 1979 - March 1984
Education
CSU Chico 1975 — 1978
Bachelor of Arts (B.A.), International Relations and Affairs
La Canada High School 1971 — 1975
High School Diploma
Nicole Askins Nicole Askins's A.G. Edwards Experience June 1994 - December 2004
Job AVP, EBusiness Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
A.G. Edwards - Wachovia December 2004 - March 2008
A.G. Edwards June 1994 - December 2004
A.G. Edwards June 1992 - June 1994
Education
Ashford University 2009 — 2011
Bachelors, Business Administration
University of Phoenix 2008 — 2009
Assoc. of Arts, Information Technology/Visual Communication
University of Missouri-Saint Louis 2005 — 2007
Web Design
Southwestern Illinois College 2003 — 2004
Business
Wells Fargo Advisors March 2008 - Present
A.G. Edwards - Wachovia December 2004 - March 2008
A.G. Edwards June 1994 - December 2004
A.G. Edwards June 1992 - June 1994
Education
Ashford University 2009 — 2011
Bachelors, Business Administration
University of Phoenix 2008 — 2009
Assoc. of Arts, Information Technology/Visual Communication
University of Missouri-Saint Louis 2005 — 2007
Web Design
Southwestern Illinois College 2003 — 2004
Business
Kallie Edge Kallie Edge's A.G. Edwards Experience 1999 - 2001
Job Marketing Representative at Miles of Marketing
Industry Human Resources
Experience
Miles of Marketing January 2012 - Present
The Pampered Chef July 2010 - July 2012
Advantage November 2005 - February 2009
AppleOne 2001 - 2005
A.G. Edwards 1999 - 2001
First Union 1996 - 1998
Skills
Sourcing, Employee Relations, Team Building, Talent Acquisition, Career Counseling
Education
City University of New York-Herbert H. Lehman College 2012 — 2016
Master of Science (M.S.Ed), Counselor Education/School Counseling
Mercy College 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Psychology
Berkeley College 1993 — 1995
AAS, Business
Miles of Marketing January 2012 - Present
The Pampered Chef July 2010 - July 2012
Advantage November 2005 - February 2009
AppleOne 2001 - 2005
A.G. Edwards 1999 - 2001
First Union 1996 - 1998
Skills
Sourcing, Employee Relations, Team Building, Talent Acquisition, Career Counseling
Education
City University of New York-Herbert H. Lehman College 2012 — 2016
Master of Science (M.S.Ed), Counselor Education/School Counseling
Mercy College 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Psychology
Berkeley College 1993 — 1995
AAS, Business
Hunter Ward's A.G. Edwards Experience July 2005 - July 2007
Job Corporate Account Manager at Legacy Measurement Solutions
Industry Oil & Energy
Experience
Legacy Measurement Solutions January 2014 - Present
Gas Certification Institute May 2014 - Present
Legacy Measurement Solutions July 2013 - December 2013
J-W Energy Company July 2008 - December 2012
Merrill Lynch July 2007 - July 2008
A.G. Edwards July 2005 - July 2007
Skills
Natural Gas, Oilfield, Petroleum, Gas, Energy, Sales, Oil/Gas, Contract Negotiation, Sales Management, Negotiation, New Business Development, Contract Management, Team Building, Microsoft Office, Sales Operations, Supervisory Skills, Management, Onshore, Energy Industry, Pipelines, Procurement, Oil & Gas Industry, Upstream, Oil
Education
Art Institute of Atlanta 2000 — 2003
Bachelor of Fine Arts (B.F.A.), Photography
Louisiana Tech University 1999 — 2000
Florida State University 1998 — 1999
Business/Commerce, General
Legacy Measurement Solutions January 2014 - Present
Gas Certification Institute May 2014 - Present
Legacy Measurement Solutions July 2013 - December 2013
J-W Energy Company July 2008 - December 2012
Merrill Lynch July 2007 - July 2008
A.G. Edwards July 2005 - July 2007
Skills
Natural Gas, Oilfield, Petroleum, Gas, Energy, Sales, Oil/Gas, Contract Negotiation, Sales Management, Negotiation, New Business Development, Contract Management, Team Building, Microsoft Office, Sales Operations, Supervisory Skills, Management, Onshore, Energy Industry, Pipelines, Procurement, Oil & Gas Industry, Upstream, Oil
Education
Art Institute of Atlanta 2000 — 2003
Bachelor of Fine Arts (B.F.A.), Photography
Louisiana Tech University 1999 — 2000
Florida State University 1998 — 1999
Business/Commerce, General
D'Arcy Fox D'Arcy Fox's A.G. Edwards Experience May 1960 - May 2000
Job President at eaLearning, LLC
Industry Financial Services
Experience
eaLearning, LLC June 2000 - Present
A.G. Edwards May 1960 - May 2000
A.G. Edwards Sons 1960 - 2000
Skills
Coaching
Education
Brown University 1954 — 1959
French Language and Literature
eaLearning, LLC June 2000 - Present
A.G. Edwards May 1960 - May 2000
A.G. Edwards Sons 1960 - 2000
Skills
Coaching
Education
Brown University 1954 — 1959
French Language and Literature
Alice Hanovich Alice Hanovich's A.G. Edwards Experience 2003 - 2006
Job Volunteer at Kingwood Women's Club
Industry Nonprofit Organization Management
Experience
Kingwood Women's Club February 2013 - Present
Shank Wealth Management November 2006 - February 2013
A.G. Edwards 2003 - 2006
Re/Max Country 2000 - 2002
Prudential Golden Key Realty 1993 - 2000
Alice's Appetizers And... 1982 - 1995
ERA George Roberts Realty 1986 - 1993
Alice's Advertures in Chocolate Land 1986 - 1993
Education
Bard College 1964 — 1966
Major English and Literature. Minor Speech and Journalism
Kingwood Women's Club February 2013 - Present
Shank Wealth Management November 2006 - February 2013
A.G. Edwards 2003 - 2006
Re/Max Country 2000 - 2002
Prudential Golden Key Realty 1993 - 2000
Alice's Appetizers And... 1982 - 1995
ERA George Roberts Realty 1986 - 1993
Alice's Advertures in Chocolate Land 1986 - 1993
Education
Bard College 1964 — 1966
Major English and Literature. Minor Speech and Journalism
Niranjan Vangala's A.G. Edwards Experience December 1999 - December 2001
Job
Industry Information Technology and Services
Experience
Expedia August 2006 - Present
ADT June 2006 - July 2006
Safeco Insurance September 2005 - June 2006
Sabrix October 2005 - April 2006
Cingular Wireless (formerly AT&T) May 2003 - September 2005
Nordstrom November 2002 - May 2003
AT&T Wireless March 2002 - October 2002
A.G. Edwards December 1999 - December 2001
JW Software, Inc. March 1999 - November 1999
Wells Fargo Home Mortgage September 1998 - February 1999
Skills
Data Warehousing, SDLC, Oracle E-Business Suite, ETL, Performance Tuning, Business Intelligence, PL/SQL, SQL, ERP, Enterprise Architecture, Requirements Analysis, SOA, Agile Methodologies, Software Project..., Business Objects, Solution Architecture, Data Integration, Unix, Microsoft SQL Server, Big Data, XML, Oracle HR, Oracle SQL, Project Management, Perl, Hadoop, QlikView Development, Teradata Data Warehouse, Git, Operations Management, Travel, Scrum
Education
Nagarjuna University 1994 — 1996
Masters
RMHS
Expedia August 2006 - Present
ADT June 2006 - July 2006
Safeco Insurance September 2005 - June 2006
Sabrix October 2005 - April 2006
Cingular Wireless (formerly AT&T) May 2003 - September 2005
Nordstrom November 2002 - May 2003
AT&T Wireless March 2002 - October 2002
A.G. Edwards December 1999 - December 2001
JW Software, Inc. March 1999 - November 1999
Wells Fargo Home Mortgage September 1998 - February 1999
Skills
Data Warehousing, SDLC, Oracle E-Business Suite, ETL, Performance Tuning, Business Intelligence, PL/SQL, SQL, ERP, Enterprise Architecture, Requirements Analysis, SOA, Agile Methodologies, Software Project..., Business Objects, Solution Architecture, Data Integration, Unix, Microsoft SQL Server, Big Data, XML, Oracle HR, Oracle SQL, Project Management, Perl, Hadoop, QlikView Development, Teradata Data Warehouse, Git, Operations Management, Travel, Scrum
Education
Nagarjuna University 1994 — 1996
Masters
RMHS
Cristina Farrell's A.G. Edwards Experience July 2002 - July 2003
Job Registered Client Associate
Industry Financial Services
Experience
Home May 2010 - Present
Merrill Lynch May 2005 - May 2010
Yellowbook August 2003 - April 2005
A.G. Edwards July 2002 - July 2003
Smith Barney June 2000 - June 2002
Merrill Lynch June 1998 - June 2000
Education
Baker University 2004 — 2007
Bachelor of Science, Marketing & Management
Shawnee Mission South High School 1989 — 1993
Home May 2010 - Present
Merrill Lynch May 2005 - May 2010
Yellowbook August 2003 - April 2005
A.G. Edwards July 2002 - July 2003
Smith Barney June 2000 - June 2002
Merrill Lynch June 1998 - June 2000
Education
Baker University 2004 — 2007
Bachelor of Science, Marketing & Management
Shawnee Mission South High School 1989 — 1993
Kristin Massaro's A.G. Edwards Experience June 2000 - September 2003
Job Marketing and Web Analytics
Industry Marketing and Advertising
Experience
Nestlé Purina North America September 2014 - July 2015
New Balance April 2013 - September 2014
Brown Shoe Company July 2008 - April 2013
Appistry July 2007 - July 2008
Commerce Bank September 2003 - July 2007
A.G. Edwards June 2000 - September 2003
Skills
Marketing, E-commerce, Email Marketing, Creative Direction, Integrated Marketing, Online Marketing, Marketing Strategy, Web Analytics, Advertising, Digital Marketing, Online Advertising, Marketing Communications, Google Analytics, Analytics, Brand Development, Direct Marketing, Retail, SEM, Adobe Analytics
Education
Middle Tennessee State University 1995 — 1998
B.S., major: International Relations; minors: French, Psychology
Belmont University 1994 — 1995
Nestlé Purina North America September 2014 - July 2015
New Balance April 2013 - September 2014
Brown Shoe Company July 2008 - April 2013
Appistry July 2007 - July 2008
Commerce Bank September 2003 - July 2007
A.G. Edwards June 2000 - September 2003
Skills
Marketing, E-commerce, Email Marketing, Creative Direction, Integrated Marketing, Online Marketing, Marketing Strategy, Web Analytics, Advertising, Digital Marketing, Online Advertising, Marketing Communications, Google Analytics, Analytics, Brand Development, Direct Marketing, Retail, SEM, Adobe Analytics
Education
Middle Tennessee State University 1995 — 1998
B.S., major: International Relations; minors: French, Psychology
Belmont University 1994 — 1995
Jarrod Quigley's A.G. Edwards Experience July 2002 - June 2004
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2004 - Present
A.G. Edwards July 2002 - June 2004
Education
Babson College 1998 — 2002
Morgan Stanley July 2004 - Present
A.G. Edwards July 2002 - June 2004
Education
Babson College 1998 — 2002
Albert Rauch, PhD, CFA's A.G. Edwards Experience August 2002 - November 2007
Job Managing Analyst Healthcare Sector
Industry Investment Management
Experience
State of Wisconsin Investment Board March 2008 - Present
A.G. Edwards August 2002 - November 2007
Landenberg Thalmann 2001 - 2002
First Union 2000 - 2001
Everen Securities 1996 - 2000
A.G. Edwards February 1995 - August 1996
Pfizer February 1989 - 1995
Wake Forest School of Medicine 1985 - 1989
Skills
Portfolio Management, Healthcare, Asset Management, Biotechnology, Pharmaceuticals, Investments, Equity Research, Valuation, Due Diligence, Investment Strategies, Equities, Financial Modeling
Education
Rensselaer Polytechnic Institute 1991 — 1993
MBA, Finance
Wake Forest University School of Medicine 1983 — 1985
Post-doc, Pharmacology
Emory University 1978 — 1983
PhD, Experimental Pathology
The University of South Dakota 1976 — 1978
Master, Chemistry
The University of South Dakota 1975 — 1976
B.S., Chemistry
Benedictine University 1971 — 1975
Biochemistry
State of Wisconsin Investment Board March 2008 - Present
A.G. Edwards August 2002 - November 2007
Landenberg Thalmann 2001 - 2002
First Union 2000 - 2001
Everen Securities 1996 - 2000
A.G. Edwards February 1995 - August 1996
Pfizer February 1989 - 1995
Wake Forest School of Medicine 1985 - 1989
Skills
Portfolio Management, Healthcare, Asset Management, Biotechnology, Pharmaceuticals, Investments, Equity Research, Valuation, Due Diligence, Investment Strategies, Equities, Financial Modeling
Education
Rensselaer Polytechnic Institute 1991 — 1993
MBA, Finance
Wake Forest University School of Medicine 1983 — 1985
Post-doc, Pharmacology
Emory University 1978 — 1983
PhD, Experimental Pathology
The University of South Dakota 1976 — 1978
Master, Chemistry
The University of South Dakota 1975 — 1976
B.S., Chemistry
Benedictine University 1971 — 1975
Biochemistry
Greg MacArthur's A.G. Edwards Experience January 1994 - January 1998
Job President at Viewpoint 2000
Industry Investment Banking
Experience
Viewpoint 2000 January 1998 - Present
A.G. Edwards January 1994 - January 1998
Paine Webber 1973 - 1994
White, Weld & Co. 1965 - 1973
MILITARY SERVICE September 1959 - July 1963
Skills
Team Building, Strategic Communications, WordPress, Newspapers, New Media, Corporate Communications
Education
Colby College
BS, Business Administration
Belmont Hill School
Viewpoint 2000 January 1998 - Present
A.G. Edwards January 1994 - January 1998
Paine Webber 1973 - 1994
White, Weld & Co. 1965 - 1973
MILITARY SERVICE September 1959 - July 1963
Skills
Team Building, Strategic Communications, WordPress, Newspapers, New Media, Corporate Communications
Education
Colby College
BS, Business Administration
Belmont Hill School
Pete Tamoney's A.G. Edwards Experience 2001 - 2003
Job Regional Account Manager at Bank of Oklahoma
Industry Financial Services
Experience
BOK Financial April 2013 - Present
Stearns Lending January 2012 - March 2013
Bank of America July 2008 - October 2011
Countrywide Home Loans 2003 - 2008
A.G. Edwards 2001 - 2003
Skills
Mortgage Banking, Residential Mortgages, Consumer Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Sales, FHA, Banking, VA loans, Loan Origination, Loans, USDA, Credit, Finance, Mortgage Servicing, Refinance, Mortgage Underwriting, Credit Risk, Underwriting, Selling, FHA financing, Sales Management
Education
Cleveland State University 1999 — 2000
MBA
Cleveland State University 1996 — 1999
Bachelors of Business Administration, Marketing
BOK Financial April 2013 - Present
Stearns Lending January 2012 - March 2013
Bank of America July 2008 - October 2011
Countrywide Home Loans 2003 - 2008
A.G. Edwards 2001 - 2003
Skills
Mortgage Banking, Residential Mortgages, Consumer Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Sales, FHA, Banking, VA loans, Loan Origination, Loans, USDA, Credit, Finance, Mortgage Servicing, Refinance, Mortgage Underwriting, Credit Risk, Underwriting, Selling, FHA financing, Sales Management
Education
Cleveland State University 1999 — 2000
MBA
Cleveland State University 1996 — 1999
Bachelors of Business Administration, Marketing
Ben Demko's A.G. Edwards Experience May 2004 - August 2005
Job Assistant VP & Porfolio Manager, Market Research
Industry Banking
Experience
KeyBank September 2012 - Present
KeyBank March 2007 - September 2012
KeyBank December 2005 - March 2007
A.G. Edwards May 2004 - August 2005
Youth Opportunity Cleveland (administered by Vocational Guidance Services) August 2002 - September 2003
AmeriCorps VISTA August 2001 - August 2002
United States Army December 1992 - December 1997
Skills
Leadership, Portfolio Management, Strategy, Investments, Risk Management, Management
Education
Case Western Reserve University 2010 — 2013
Master's Degree, Social History and Policy, 4.0
Cleveland State University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, 3.87
The Ohio State University 1998 — 2001
Bachelor of Arts (BA), World History
KeyBank September 2012 - Present
KeyBank March 2007 - September 2012
KeyBank December 2005 - March 2007
A.G. Edwards May 2004 - August 2005
Youth Opportunity Cleveland (administered by Vocational Guidance Services) August 2002 - September 2003
AmeriCorps VISTA August 2001 - August 2002
United States Army December 1992 - December 1997
Skills
Leadership, Portfolio Management, Strategy, Investments, Risk Management, Management
Education
Case Western Reserve University 2010 — 2013
Master's Degree, Social History and Policy, 4.0
Cleveland State University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, 3.87
The Ohio State University 1998 — 2001
Bachelor of Arts (BA), World History
Jeff Younger's A.G. Edwards Experience June 2006 - January 2008
Job Senior Compliance Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Wells Fargo Advisors, LLC April 2008 - August 2011
A.G. Edwards June 2006 - January 2008
Skills
Series 7, Investments, Equities, Alternative Investments, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Investment Strategies, Financial Modeling, Sales, Strategic Planning, Equity Research, Asset Management
Education
Washington University in St. Louis - Olin Business School 2002 — 2006
MBF, Finance
Brown University 2000 — 2002
BA, Polotical Science
Wells Fargo Advisors August 2011 - Present
Wells Fargo Advisors, LLC April 2008 - August 2011
A.G. Edwards June 2006 - January 2008
Skills
Series 7, Investments, Equities, Alternative Investments, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Investment Strategies, Financial Modeling, Sales, Strategic Planning, Equity Research, Asset Management
Education
Washington University in St. Louis - Olin Business School 2002 — 2006
MBF, Finance
Brown University 2000 — 2002
BA, Polotical Science
Jeffrey Tock's A.G. Edwards Experience 1989 - 2009
Job Argo Wealth Management
Industry Financial Services
Experience
Argo Wealth Management August 2009 - Present
A.G. Edwards 1989 - 2009
Skills
Strategic Planning
Education
Cleveland State University 1983 — 1986
MBA, Accounting
Kent State University 1978 — 1982
Bachelor of Science (B.S.), Finance
Argo Wealth Management August 2009 - Present
A.G. Edwards 1989 - 2009
Skills
Strategic Planning
Education
Cleveland State University 1983 — 1986
MBA, Accounting
Kent State University 1978 — 1982
Bachelor of Science (B.S.), Finance
Eric Hauser's A.G. Edwards Experience April 2000 - June 2008
Job Director, Best Practices for Investment & Advisory Products Group at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Richard Ryffel's A.G. Edwards Experience 1990 - 2002
Job Senior Lecturer at Olin School of Business
Industry Financial Services
Experience
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Washington University in St. Louis - Olin Graduate School of Business April 2015 - Present
J.P. Morgan - Private Bank July 2012 - April 2015
Saint Louis University January 2012 - April 2015
Webster University January 2010 - April 2015
Beyond Housing January 2000 - January 2014
Edward Jones February 2008 - July 2012
Bank of America March 2002 - February 2008
A.G. Edwards 1990 - 2002
IBM 1984 - 1990
Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning
Education
Boston University Questrom School of Business 1987 — 1989
MBA, Finance
Tufts University 1981 — 1984
BS, Mechanical Engineering
University of Connecticut 1980 — 1981
Roger Ludlowe 1976 — 1980
Jo Mounts's A.G. Edwards Experience 1999 - 2002
Job Supervisor at Centene Corporation
Industry Information Technology and Services
Experience
Centene Corporation July 2013 - Present
Monasnto 2012 - 2013
Wells Fargo Adivsors 2010 - 2011
Wells Fargo Advisors, LLC (formally Wachovia Securities/A.G.Edwards & Sons, Inc) 2002 - 2009
A.G. Edwards 1999 - 2002
A.G. Edwards 1994 - 1999
Education
Ball State University - College of Business 1980 — 1984
Centene Corporation July 2013 - Present
Monasnto 2012 - 2013
Wells Fargo Adivsors 2010 - 2011
Wells Fargo Advisors, LLC (formally Wachovia Securities/A.G.Edwards & Sons, Inc) 2002 - 2009
A.G. Edwards 1999 - 2002
A.G. Edwards 1994 - 1999
Education
Ball State University - College of Business 1980 — 1984
Chaley Swift's A.G. Edwards Experience 1996 - 1997
Job Adminstrative Staff Assistant to the VP of Enrollment Managament and Student Affairs at The College at Brockport
Industry Education Management
Experience
The College at Brockport August 2010 - Present
SUNY Brockport 1997 - August 2010
A.G. Edwards 1996 - 1997
DBM 1995 - 1996
Johnson & Hayward 1992 - 1995
Skills
Contract Negotiations, Event Planning, Customer Service, Strategic Planning, Higher Education, Problem Solving, Supervisory Skills, Staff Development, Student Services, Special Events, Budgeting, PowerPoint, Non-profits, Writing, Event Management, Microsoft Office, Mentoring, Word, Administration, Customer Relations, Excel, Research, Outlook, Editing, Scheduling, Conferences, Interviewing, Program Development, Time Management, Negotiation, Newsletters, Grant Writing, Microsoft Word, Microsoft Excel, Student Affairs, Policy, Nonprofits, Community Outreach, Marketing, Public Speaking
Education
Bay Path College 2009 — 2011
Master's, Higher Education Administration
State University of New York College at Buffalo 1986 — 1991
Bachelor of Arts, Humanities
The College at Brockport August 2010 - Present
SUNY Brockport 1997 - August 2010
A.G. Edwards 1996 - 1997
DBM 1995 - 1996
Johnson & Hayward 1992 - 1995
Skills
Contract Negotiations, Event Planning, Customer Service, Strategic Planning, Higher Education, Problem Solving, Supervisory Skills, Staff Development, Student Services, Special Events, Budgeting, PowerPoint, Non-profits, Writing, Event Management, Microsoft Office, Mentoring, Word, Administration, Customer Relations, Excel, Research, Outlook, Editing, Scheduling, Conferences, Interviewing, Program Development, Time Management, Negotiation, Newsletters, Grant Writing, Microsoft Word, Microsoft Excel, Student Affairs, Policy, Nonprofits, Community Outreach, Marketing, Public Speaking
Education
Bay Path College 2009 — 2011
Master's, Higher Education Administration
State University of New York College at Buffalo 1986 — 1991
Bachelor of Arts, Humanities
Scott Tyrrell's A.G. Edwards Experience May 2007 - August 2007
Job Director/Consultant, Platform Services at MasterCard
Industry Financial Services
Experience
MasterCard May 2014 - Present
MasterCard March 2011 - May 2014
MasterCard March 2009 - March 2011
MasterCard March 2008 - March 2009
A.G. Edwards May 2007 - August 2007
Maryville Technologies September 2005 - April 2007
Prudential Select Properties March 2005 - October 2005
The Boeing Company February 1998 - February 2005
Deitz-Hargrave Consulting Engineers January 1995 - February 1998
Skills
Requirements Gathering, IT Service Management, ITIL, SDLC, Software Development, IT Strategy, Vendor Management, Software Engineering, Agile Methodologies, Application Development, Analysis, Databases, Documentation, Incident Management, Process Improvement, Requirements Analysis, SQL, System Administration, Troubleshooting, Testing, Integration, Oracle, Change Management
Education
University of Arkansas at Little Rock 1995 — 1998
MBA, Business Administration
Christian Brothers University 1990 — 1994
BSEE, Electrical Engineering
MasterCard May 2014 - Present
MasterCard March 2011 - May 2014
MasterCard March 2009 - March 2011
MasterCard March 2008 - March 2009
A.G. Edwards May 2007 - August 2007
Maryville Technologies September 2005 - April 2007
Prudential Select Properties March 2005 - October 2005
The Boeing Company February 1998 - February 2005
Deitz-Hargrave Consulting Engineers January 1995 - February 1998
Skills
Requirements Gathering, IT Service Management, ITIL, SDLC, Software Development, IT Strategy, Vendor Management, Software Engineering, Agile Methodologies, Application Development, Analysis, Databases, Documentation, Incident Management, Process Improvement, Requirements Analysis, SQL, System Administration, Troubleshooting, Testing, Integration, Oracle, Change Management
Education
University of Arkansas at Little Rock 1995 — 1998
MBA, Business Administration
Christian Brothers University 1990 — 1994
BSEE, Electrical Engineering
Venky Krishnaswamy's A.G. Edwards Experience August 1998 - August 2004
Job Senior Manager / Enterprise Application Architect at Panera Bread
Industry Information Technology and Services
Experience
Panera Bread January 2014 - Present
Accenture April 2012 - January 2014
Sisters of Mercy Health System April 2006 - April 2012
Buck Consultants (Earlier Livewire Media) August 2005 - February 2006
Elsevier September 2004 - July 2005
A.G. Edwards August 1998 - August 2004
Techlead Software Engineering Pvt. Ltd. July 1995 - July 1998
Skills
Technical Project..., Java, Ruby on Rails, SOA, Agile, J2EE, Web Applications, Spring, Software Project..., Agile Methodologies, Java Enterprise Edition, Agile Project Management, Websphere, Test Driven Development, SDLC, Tomcat, Enterprise Architecture, Mule ESB, Backbone.js, RESTful WebServices, ActiveMQ, Microsoft Excel, MS Project
Education
Birla Institute of Technology and Science 1991 — 1995
M.A, English
Panera Bread January 2014 - Present
Accenture April 2012 - January 2014
Sisters of Mercy Health System April 2006 - April 2012
Buck Consultants (Earlier Livewire Media) August 2005 - February 2006
Elsevier September 2004 - July 2005
A.G. Edwards August 1998 - August 2004
Techlead Software Engineering Pvt. Ltd. July 1995 - July 1998
Skills
Technical Project..., Java, Ruby on Rails, SOA, Agile, J2EE, Web Applications, Spring, Software Project..., Agile Methodologies, Java Enterprise Edition, Agile Project Management, Websphere, Test Driven Development, SDLC, Tomcat, Enterprise Architecture, Mule ESB, Backbone.js, RESTful WebServices, ActiveMQ, Microsoft Excel, MS Project
Education
Birla Institute of Technology and Science 1991 — 1995
M.A, English
Kelly Hume's A.G. Edwards Experience February 2001 - March 2006
Job Web Interaction Designer & Producer
Industry Internet
Experience
Wells Fargo Advisors, LLC March 2006 - Present
A.G. Edwards February 2001 - March 2006
Skills
Interaction Design, User Experience, CSS, Dreamweaver, AJAX, Photoshop, JavaScript, Flash, ActionScript, Adobe Creative Suite
Education
Art Institute of Pittsburgh 2006 — 2010
BS, Interactive Media and Web Design
Southwestern Illinois College 2000 — 2004
AAS, Web Development and Administration
Wells Fargo Advisors, LLC March 2006 - Present
A.G. Edwards February 2001 - March 2006
Skills
Interaction Design, User Experience, CSS, Dreamweaver, AJAX, Photoshop, JavaScript, Flash, ActionScript, Adobe Creative Suite
Education
Art Institute of Pittsburgh 2006 — 2010
BS, Interactive Media and Web Design
Southwestern Illinois College 2000 — 2004
AAS, Web Development and Administration
Ken Carnesi's A.G. Edwards Experience May 2007 - August 2007
Job at Anaptyx
Industry Wireless
Experience
Anaptyx June 2007 - Present
Anaptyx Wireless Dynamics, LLC. October 2009 - March 2015
A.G. Edwards May 2007 - August 2007
Prudential Equity Group May 2006 - December 2006
Skills
WiFi, Wireless Networking, Entrepreneurship, Business Development, Mergers, Management, Leadership, Networking, Start-ups, Strategic Planning, Venture Capital, Project Planning, Business Strategy, Strategic Partnerships, Contract Negotiation, Wireless, Mergers & Acquisitions, Sales Management, New Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Garden City High Shool
High School
Anaptyx June 2007 - Present
Anaptyx Wireless Dynamics, LLC. October 2009 - March 2015
A.G. Edwards May 2007 - August 2007
Prudential Equity Group May 2006 - December 2006
Skills
WiFi, Wireless Networking, Entrepreneurship, Business Development, Mergers, Management, Leadership, Networking, Start-ups, Strategic Planning, Venture Capital, Project Planning, Business Strategy, Strategic Partnerships, Contract Negotiation, Wireless, Mergers & Acquisitions, Sales Management, New Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Garden City High Shool
High School
Keary Castleberry's A.G. Edwards Experience First Vice President, InvestmentsWachovia Securities, LLCFebruary 1993 - Present
Job Vice President Investments at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards First Vice President, InvestmentsWachovia Securities, LLCFebruary 1993 - Present
Education
Baylor University - Hankamer School of Business 1980 — 1984
A.G. Edwards First Vice President, InvestmentsWachovia Securities, LLCFebruary 1993 - Present
Education
Baylor University - Hankamer School of Business 1980 — 1984
Andrew Houston, MBA's A.G. Edwards Experience May 1999 - August 1999
Job Operations and Finance Professional
Industry Financial Services
Experience
Keurig Green Mountain, Inc. January 2015 - Present
State Street Bank Kansas City 2014 - 2014
Flood Financial Services 2013 - 2014
Dwight Asset Management December 2005 - May 2012
National Life Group 2004 - 2005
A.G. Edwards May 1999 - August 1999
Skills
Bloomberg, Risk Management, Microsoft Office, Accounting, Asset Management, Operations Management, FX trading, SQL, Writing, Pricing, Reconciliation, Confirmations, Excel, Word, PowerPoint, Project Planning, Detailed Analysis, Internal Communications, Custody, Fixed Income Products, General Insurance, Data Management, Microsoft Excel, VBA, PeopleSoft, Property Management
Education
Champlain College 2009 — 2011
MBA, Business
Castleton State College 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Vermont Technical College 2001 — 2003
Associates, Business
Keurig Green Mountain, Inc. January 2015 - Present
State Street Bank Kansas City 2014 - 2014
Flood Financial Services 2013 - 2014
Dwight Asset Management December 2005 - May 2012
National Life Group 2004 - 2005
A.G. Edwards May 1999 - August 1999
Skills
Bloomberg, Risk Management, Microsoft Office, Accounting, Asset Management, Operations Management, FX trading, SQL, Writing, Pricing, Reconciliation, Confirmations, Excel, Word, PowerPoint, Project Planning, Detailed Analysis, Internal Communications, Custody, Fixed Income Products, General Insurance, Data Management, Microsoft Excel, VBA, PeopleSoft, Property Management
Education
Champlain College 2009 — 2011
MBA, Business
Castleton State College 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Vermont Technical College 2001 — 2003
Associates, Business
Steven Keifner's A.G. Edwards Experience August 2000 - March 2007
Job Chief Executive Founder at Flutterbuck
Industry Consumer Services
Experience
Flutterbuck February 2011 - Present
United Agencies September 2008 - Present
assher holdings inc. November 2007 - Present
Flutterbuck 2011 - 2011
A.G. Edwards August 2000 - March 2007
Education
California State University-Los Angeles 2006 — 2007
Personal Financial Planning designation
Flutterbuck February 2011 - Present
United Agencies September 2008 - Present
assher holdings inc. November 2007 - Present
Flutterbuck 2011 - 2011
A.G. Edwards August 2000 - March 2007
Education
California State University-Los Angeles 2006 — 2007
Personal Financial Planning designation
Mike McCluskey's A.G. Edwards Experience March 2005 - May 2008
Job Trading Systems & Controls at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones October 2010 - February 2013
Stifel Nicolaus May 2008 - October 2010
A.G. Edwards March 2005 - May 2008
Skills
VBA, SQL, Trading Systems, Project Management, Program Management, Investments, Portfolio Management, Excel Dashboards, Asset Allocation
Education
Arizona State University 2002 — 2006
Finance, Accounting
Edward Jones February 2013 - Present
Edward Jones October 2010 - February 2013
Stifel Nicolaus May 2008 - October 2010
A.G. Edwards March 2005 - May 2008
Skills
VBA, SQL, Trading Systems, Project Management, Program Management, Investments, Portfolio Management, Excel Dashboards, Asset Allocation
Education
Arizona State University 2002 — 2006
Finance, Accounting
Albert Aldo's A.G. Edwards Experience 1988 - 1990
Job ET Capital
Industry Renewables & Environment
Experience
ET Capital, Inc. a subsidiary of ET Solar Group May 2015 - Present
Ocelli LLC 2005 - Present
Bellmay Capital Partners Inc. February 2012 - April 2015
Gestamp Solar October 2009 - February 2012
RedBridge Group 2006 - 2007
Wells Fargo 1998 - 2004
Stephens Incorporated 1996 - 1998
Montgomery Securities 1993 - 1995
Great Western Bank 1991 - 1993
A.G. Edwards 1988 - 1990
Skills
Solar Energy, Mergers & Acquisitions
Education
California State University-Chico 1986 — 1990
ET Capital, Inc. a subsidiary of ET Solar Group May 2015 - Present
Ocelli LLC 2005 - Present
Bellmay Capital Partners Inc. February 2012 - April 2015
Gestamp Solar October 2009 - February 2012
RedBridge Group 2006 - 2007
Wells Fargo 1998 - 2004
Stephens Incorporated 1996 - 1998
Montgomery Securities 1993 - 1995
Great Western Bank 1991 - 1993
A.G. Edwards 1988 - 1990
Skills
Solar Energy, Mergers & Acquisitions
Education
California State University-Chico 1986 — 1990
Karen Spanko's A.G. Edwards Experience December 2004 - May 2008
Job Tax Exempt Customer Service Representative at Staples Advantage
Industry Accounting
Experience
Staples Advantage September 2014 - Present
Adecco Staffing, USA August 2013 - September 2014
JA White & Associates April 2013 - July 2013
Palmetto Health September 2008 - December 2012
A.G. Edwards December 2004 - May 2008
Columbus Children's Hospital September 2002 - October 2004
Skills
Administrative..., Event Planning, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Budgets, Public Speaking, Nonprofits, Process Improvement, Leadership, Community Outreach, Research
Education
Ashland University 1999 — 2001
Bachelor's, Business Management
Terra Community College 1997 — 1999
Associates, Accounting
Staples Advantage September 2014 - Present
Adecco Staffing, USA August 2013 - September 2014
JA White & Associates April 2013 - July 2013
Palmetto Health September 2008 - December 2012
A.G. Edwards December 2004 - May 2008
Columbus Children's Hospital September 2002 - October 2004
Skills
Administrative..., Event Planning, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Budgets, Public Speaking, Nonprofits, Process Improvement, Leadership, Community Outreach, Research
Education
Ashland University 1999 — 2001
Bachelor's, Business Management
Terra Community College 1997 — 1999
Associates, Accounting
Denise Halford Holder, MBA, CFP®'s A.G. Edwards Experience April 1998 - April 2008
Job Founding Partner Legacy Wealth Group and Board Member of David A. Noyes & Company
Industry Financial Services
Experience
Legacy Wealth Group of David A. Noyes & Company April 2008 - Present
David A. Noyes & Co. March 2013 - Present
A.G. Edwards April 1998 - April 2008
Merrill Lynch December 1992 - April 1998
Blackbaud June 1990 - November 1992
Master Software Corporation June 1987 - June 1990
Belden October 1982 - September 1985
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Wealth Management, Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Asset Allocation, Financial Services
Education
Boston University Questrom School of Business 1985 — 1987
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1978 — 1982
B.S., Marketing & Economics
Legacy Wealth Group of David A. Noyes & Company April 2008 - Present
David A. Noyes & Co. March 2013 - Present
A.G. Edwards April 1998 - April 2008
Merrill Lynch December 1992 - April 1998
Blackbaud June 1990 - November 1992
Master Software Corporation June 1987 - June 1990
Belden October 1982 - September 1985
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Wealth Management, Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Asset Allocation, Financial Services
Education
Boston University Questrom School of Business 1985 — 1987
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1978 — 1982
B.S., Marketing & Economics
Patrick Boyaggi's A.G. Edwards Experience 2003 - 2004
Job Senior Vice President at Leader Bank
Industry Financial Services
Experience
Leader Bank August 2010 - Present
Early Stage Partners April 2009 - September 2009
Accenture 2004 - 2008
A.G. Edwards 2003 - 2004
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Bates College 1999 — 2003
St. Ignatius High School 1995 — 1999
Leader Bank August 2010 - Present
Early Stage Partners April 2009 - September 2009
Accenture 2004 - 2008
A.G. Edwards 2003 - 2004
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Bates College 1999 — 2003
St. Ignatius High School 1995 — 1999
Brian Stornelli's A.G. Edwards Experience June 2006 - December 2007
Job Investment Banking at North River Capital Advisors, Business Capital Exchange, & Benning Associates
Industry Investment Banking
Experience
Various Start-ups October 2009 - December 2011
Stifel Nicolaus December 2007 - August 2009
A.G. Edwards June 2006 - December 2007
Skills
Financial Modeling, Business Valuation, Business Analysis, Market Research, Due Diligence, Strategy Development, Corporate Positioning, Project Management, Contract Negotiation, Transaction Services, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Corporate Finance, Strategic Advisory
Education
Babson College
B.S. Business Administration
Various Start-ups October 2009 - December 2011
Stifel Nicolaus December 2007 - August 2009
A.G. Edwards June 2006 - December 2007
Skills
Financial Modeling, Business Valuation, Business Analysis, Market Research, Due Diligence, Strategy Development, Corporate Positioning, Project Management, Contract Negotiation, Transaction Services, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Corporate Finance, Strategic Advisory
Education
Babson College
B.S. Business Administration
Salma Kaladgi's A.G. Edwards Experience October 2006 - October 2007
Job Digital and Mobile Engineering Program Manager Technology Operations
Industry Retail
Experience
Walgreens ecommerce April 2010 - Present
TTX Company July 2008 - December 2010
Walgreens eCommerce 2010 - 2010
Federal Home Loan Bank November 2007 - March 2008
A.G. Edwards October 2006 - October 2007
BioGenex April 2005 - September 2006
Nationwide Insurance April 2002 - April 2005
Administrative Office of the Courts September 2000 - April 2002
Kindle Systems April 1999 - August 2000
ISCT 1997 - 1998
Skills
E-commerce, Software Engineering, Data Management, Data Warehousing, Business Intelligence, Cross-functional Team..., Business Analysis, IT Strategy, Enterprise Architecture, Integration, Project Portfolio..., Business Process..., Risk Management, Program Management, Leadership, PMO, Quality Assurance, Management, Project Delivery, Requirements Analysis, PMP, Project Management, Testing, Vendor Management, Software Project..., SDLC, Operations Management, Resource Management, Database Design, Business Process, Business Development, Solution Architecture, Agile Methodologies, Business Process..., IT Management, Technology Operations, IT Infrastructure..., Agile Project Management, IT Outsourcing, Consulting, Enterprise Software, Process Improvement, Big Data Analytics, Strategy
Education
Central Michigan University 2005 — 2009
MSA, Software engineering and administration
Visvesvaraya National Institute of Technology 1992 — 1996
BE, Electrical & electronics
Visvesvaraya Technological University 1992 — 1996
B.E, Electrical & Electronics
MSCFW 1990 — 1992
PUC 1, 2, Math, Physics, Chemistry and Biology
Walgreens ecommerce April 2010 - Present
TTX Company July 2008 - December 2010
Walgreens eCommerce 2010 - 2010
Federal Home Loan Bank November 2007 - March 2008
A.G. Edwards October 2006 - October 2007
BioGenex April 2005 - September 2006
Nationwide Insurance April 2002 - April 2005
Administrative Office of the Courts September 2000 - April 2002
Kindle Systems April 1999 - August 2000
ISCT 1997 - 1998
Skills
E-commerce, Software Engineering, Data Management, Data Warehousing, Business Intelligence, Cross-functional Team..., Business Analysis, IT Strategy, Enterprise Architecture, Integration, Project Portfolio..., Business Process..., Risk Management, Program Management, Leadership, PMO, Quality Assurance, Management, Project Delivery, Requirements Analysis, PMP, Project Management, Testing, Vendor Management, Software Project..., SDLC, Operations Management, Resource Management, Database Design, Business Process, Business Development, Solution Architecture, Agile Methodologies, Business Process..., IT Management, Technology Operations, IT Infrastructure..., Agile Project Management, IT Outsourcing, Consulting, Enterprise Software, Process Improvement, Big Data Analytics, Strategy
Education
Central Michigan University 2005 — 2009
MSA, Software engineering and administration
Visvesvaraya National Institute of Technology 1992 — 1996
BE, Electrical & electronics
Visvesvaraya Technological University 1992 — 1996
B.E, Electrical & Electronics
MSCFW 1990 — 1992
PUC 1, 2, Math, Physics, Chemistry and Biology
Vamshi Kankanala's A.G. Edwards Experience 2006 - 2007
Job Architect at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific June 2011 - Present
Boston Scientific January 2009 - June 2011
Anheuser Busch 2007 - 2008
A.G. Edwards 2006 - 2007
CIBER 2006 - 2006
CBM Archives 2004 - 2006
Skills
Microsoft SQL Server, C#, ASP.NET, SQL, XML, Technical Analysis, SUP 2.0.1/2.1.3, SMP Sap Mobility..., Objective-C, Agile Methodologies, LINQ, Web Services, .NET, WCF, Visual Studio, SOA, Enterprise Mobility, Software Development, Scrum, Object Oriented Design, Enterprise Architecture, SDLC, Mobile Applications, iOS development, Solution Architecture, SSIS, Software Project..., Databases
Education
Texas A&M University-Corpus Christi 2002 — 2004
Master's degree, Computer Science
Andhra University
btech, computer science
Boston Scientific June 2011 - Present
Boston Scientific January 2009 - June 2011
Anheuser Busch 2007 - 2008
A.G. Edwards 2006 - 2007
CIBER 2006 - 2006
CBM Archives 2004 - 2006
Skills
Microsoft SQL Server, C#, ASP.NET, SQL, XML, Technical Analysis, SUP 2.0.1/2.1.3, SMP Sap Mobility..., Objective-C, Agile Methodologies, LINQ, Web Services, .NET, WCF, Visual Studio, SOA, Enterprise Mobility, Software Development, Scrum, Object Oriented Design, Enterprise Architecture, SDLC, Mobile Applications, iOS development, Solution Architecture, SSIS, Software Project..., Databases
Education
Texas A&M University-Corpus Christi 2002 — 2004
Master's degree, Computer Science
Andhra University
btech, computer science
Jan Toler's A.G. Edwards Experience October 2006 - May 2007
Job Member of Wildwood Town Center Advisory Panel
Industry Information Technology and Services
Experience
Wildwood Town Center Advisory Panel August 2008 - Present
Wells Fargo Advisors LLC October 2006 - Present
Wachovia Securities, LLC May 2007 - December 2008
A.G. Edwards October 2006 - May 2007
Education
La Salle University
Ministry
Belmont University
Education-English
Notre Dame College 1979 — 1984
BA, Education-English
Wildwood Town Center Advisory Panel August 2008 - Present
Wells Fargo Advisors LLC October 2006 - Present
Wachovia Securities, LLC May 2007 - December 2008
A.G. Edwards October 2006 - May 2007
Education
La Salle University
Ministry
Belmont University
Education-English
Notre Dame College 1979 — 1984
BA, Education-English
Brian Melton's A.G. Edwards Experience 2000 - 2008
Job Vice President Pipeline Mkting & Bus Development at Blueknight Energy Partners, L.P?
Industry Capital Markets
Experience
Blueknight Energy Partners, LP December 2013 - Present
Abraxas Petroleum, Inc. October 2009 - Present
Inergy, L.P. September 2008 - December 2013
A.G. Edwards 2000 - 2008
TransMontaigne 1995 - 2000
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Business Development, Energy, Commodity Markets
Education
Arkansas State University 1987 — 2002
Master of Business Administration (MBA), Finance, General
Blueknight Energy Partners, LP December 2013 - Present
Abraxas Petroleum, Inc. October 2009 - Present
Inergy, L.P. September 2008 - December 2013
A.G. Edwards 2000 - 2008
TransMontaigne 1995 - 2000
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Business Development, Energy, Commodity Markets
Education
Arkansas State University 1987 — 2002
Master of Business Administration (MBA), Finance, General
Maura Kennedy's A.G. Edwards Experience May 2006 - February 2007
Job Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates March 2009 - Present
Broadpoint Capital January 2008 - 2009
A.G. Edwards May 2006 - February 2007
Education
Arcadia University 2002 — 2006
BA, International Relations
Cambridge Associates March 2009 - Present
Broadpoint Capital January 2008 - 2009
A.G. Edwards May 2006 - February 2007
Education
Arcadia University 2002 — 2006
BA, International Relations
Theodore Cronin's A.G. Edwards Experience June 2007 - August 2007
Job Institutional Equities at Citigroup
Industry Capital Markets
Experience
Citi 2012 - Present
Citi 2010 - 2012
Ziegler July 2009 - September 2009
A.G. Edwards June 2007 - August 2007
Education
The University of Chicago Booth School of Business
MBA Candidate
Boston College 2006 — 2010
BA, Economics
Pontifícia Universidade Católica do Rio de Janeiro 2009 — 2009
Exchange student, Economics
Citi 2012 - Present
Citi 2010 - 2012
Ziegler July 2009 - September 2009
A.G. Edwards June 2007 - August 2007
Education
The University of Chicago Booth School of Business
MBA Candidate
Boston College 2006 — 2010
BA, Economics
Pontifícia Universidade Católica do Rio de Janeiro 2009 — 2009
Exchange student, Economics
Bruce Cross's A.G. Edwards Experience June 2004 - March 2008
Job Capital Markets Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors April 2008 - November 2010
A.G. Edwards June 2004 - March 2008
Skills
Series 7, Series 66, Investments, Strategic Financial..., Financial Services, Financial Analysis, Finance, Capital Markets, Relationship Management, Fixed Income Strategies, Fixed Income, Series 63, Securities
Education
Saint Louis University 2007 — 2010
Master of Business Administration (MBA)
Augustana College 2000 — 2004
Business Administration, Finance, Accounting
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors April 2008 - November 2010
A.G. Edwards June 2004 - March 2008
Skills
Series 7, Series 66, Investments, Strategic Financial..., Financial Services, Financial Analysis, Finance, Capital Markets, Relationship Management, Fixed Income Strategies, Fixed Income, Series 63, Securities
Education
Saint Louis University 2007 — 2010
Master of Business Administration (MBA)
Augustana College 2000 — 2004
Business Administration, Finance, Accounting
Barbara Heyboer's A.G. Edwards Experience March 1999 - February 2001
Job Accountant at Merit Solutions
Industry Construction
Experience
Merit Solutions November 2013 - Present
Fox Valley AGC June 2004 - Present
Unite Here Health November 2012 - November 2013
Sony 2012 - 2013
Low Voltage Services May 2012 - August 2012
Randall Condo Assoc. 2006 - 2007
ARS Contracting April 2001 - January 2004
A.G. Edwards March 1999 - February 2001
United Chambers April 1998 - February 1999
Mid States Fed Corp Credit Union 1991 - 1995
Skills
Quickbooks, Microsoft Office, Accounting, Payroll, Spreadsheets
Education
Aurora University 1986 — 1988
computer science
Western Illinois University 1984 — 1986
computer science
West High 1980 — 1984
Merit Solutions November 2013 - Present
Fox Valley AGC June 2004 - Present
Unite Here Health November 2012 - November 2013
Sony 2012 - 2013
Low Voltage Services May 2012 - August 2012
Randall Condo Assoc. 2006 - 2007
ARS Contracting April 2001 - January 2004
A.G. Edwards March 1999 - February 2001
United Chambers April 1998 - February 1999
Mid States Fed Corp Credit Union 1991 - 1995
Skills
Quickbooks, Microsoft Office, Accounting, Payroll, Spreadsheets
Education
Aurora University 1986 — 1988
computer science
Western Illinois University 1984 — 1986
computer science
West High 1980 — 1984
Shaun Heimann's A.G. Edwards Experience October 2001 - February 2007
Job First Vice President at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC February 2007 - Present
A.G. Edwards October 2001 - February 2007
Paine Webber April 1998 - September 2001
Education
Boston College 1990 — 1994
BS, Finance
Wells Fargo Advisors Financial Network, LLC February 2007 - Present
A.G. Edwards October 2001 - February 2007
Paine Webber April 1998 - September 2001
Education
Boston College 1990 — 1994
BS, Finance
Sherril Morse's A.G. Edwards Experience February 1998 - October 2007
Job Financial Advisor at Morse Financial Services
Industry Financial Services
Experience
Morse Financial Services April 2015 - Present
Stifel September 2008 - April 2015
Smith Barney October 2007 - September 2008
A.G. Edwards February 1998 - October 2007
PaineWebber December 1995 - February 1998
Skills
Asset Allocation, Finance, Strategic Planning, Sales, Mutual Funds, Fixed Income, Marketing, Small Business, Bonds, Marketing Strategy, Investments, Retirement, Event Planning, Wealth Management, Retirement Planning, Women Owned Business, women's finances
Education
Charter Oak State College
Psychology and Business
Morse Financial Services April 2015 - Present
Stifel September 2008 - April 2015
Smith Barney October 2007 - September 2008
A.G. Edwards February 1998 - October 2007
PaineWebber December 1995 - February 1998
Skills
Asset Allocation, Finance, Strategic Planning, Sales, Mutual Funds, Fixed Income, Marketing, Small Business, Bonds, Marketing Strategy, Investments, Retirement, Event Planning, Wealth Management, Retirement Planning, Women Owned Business, women's finances
Education
Charter Oak State College
Psychology and Business
Crystal Fieber's A.G. Edwards Experience 2005 - 2007
Job Homemaker
Industry Arts and Crafts
Experience
A.G. Edwards 2005 - 2007
Castle Rock Homes 2004 - 2005
Education
California State University-Sacramento 1991 — 2001
Organizational Communications, Management Information Systems
Rio Americano
A.G. Edwards 2005 - 2007
Castle Rock Homes 2004 - 2005
Education
California State University-Sacramento 1991 — 2001
Organizational Communications, Management Information Systems
Rio Americano
Larry Vandervoort's A.G. Edwards Experience 1990 - 1995
Job President at Recruiting Services of Arizona
Industry Financial Services
Experience
Recruiting Services of Arizona 2006 - Present
QA3 Financial Corp 2003 - 2006
GWR Investments 1995 - 2000
A.G. Edwards 1990 - 1995
Prudential Financial 1987 - 1990
Skills
Personnel Recruiting, Social Media Relations, Alternative Investments, Social Media Marketing, Personnel Selection, Recruiting, Wealth Management, Retirement Plan..., Retirement Planning, Series 63, Financial Statements, Financial Advisory, 401k, Sales, Asset Allocation, 401k Rollovers, Bonds, Marketing, Equities, FINRA, IRAs, Series 24, Investment Strategies, Life Insurance, Wealth, High Net Worth..., Wealth Accumulation, Series 6, Employee Benefits, Roth IRA, ETFs, Disability Insurance, Wealth Management..., Long Term Care Insurance, Uniform Combined State..., Investment Management, Fixed Income, Series 65, Term Life Insurance, Hedge Funds, Personal Financial...
Education
Arizona State University - W. P. Carey School of Business 1980 — 1986
B.A., Finance
Recruiting Services of Arizona 2006 - Present
QA3 Financial Corp 2003 - 2006
GWR Investments 1995 - 2000
A.G. Edwards 1990 - 1995
Prudential Financial 1987 - 1990
Skills
Personnel Recruiting, Social Media Relations, Alternative Investments, Social Media Marketing, Personnel Selection, Recruiting, Wealth Management, Retirement Plan..., Retirement Planning, Series 63, Financial Statements, Financial Advisory, 401k, Sales, Asset Allocation, 401k Rollovers, Bonds, Marketing, Equities, FINRA, IRAs, Series 24, Investment Strategies, Life Insurance, Wealth, High Net Worth..., Wealth Accumulation, Series 6, Employee Benefits, Roth IRA, ETFs, Disability Insurance, Wealth Management..., Long Term Care Insurance, Uniform Combined State..., Investment Management, Fixed Income, Series 65, Term Life Insurance, Hedge Funds, Personal Financial...
Education
Arizona State University - W. P. Carey School of Business 1980 — 1986
B.A., Finance
Dale Puntel's A.G. Edwards Experience 2005 - 2008
Job Managing Partner at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America March 2009 - Present
A.G. Edwards/Wachovia Securities 2008 - 2009
A.G. Edwards 2005 - 2008
Skills
Retirement Planning, Fixed Annuities, Business Development, Forecasting, Sales Management, Outlook, Team Building, Account Management, Cold Calling, Retirement, Roth IRA, IRAs, Insurance, Customer Service, Long-term Care, 401k Rollovers, 401k, Long Term Care Insurance, Investments, Strategic Financial..., Life Insurance, Universal Life, Term Life Insurance, Variable Annuities, Disability Insurance, Mutual Funds, Estate Planning, Wealth Accumulation, Small Business, Employee Benefits, College Savings Plans, Personal Financial..., Wealth, Series 65, Financial Planners, Series 6, Qualified Retirement..., Whole Life, Series 63, Financial Goals, Education Funding, Retirement Plan..., Financial Advisory, 529 Plans, FINRA, Traditional IRA, Income Protection
Education
Bowling Green State University 1972 — 1976
Bachelor of Science (BS), Operations Management and Supervision, 3.55 GPA , Graduated Cum Laude
Modern Woodmen of America March 2009 - Present
A.G. Edwards/Wachovia Securities 2008 - 2009
A.G. Edwards 2005 - 2008
Skills
Retirement Planning, Fixed Annuities, Business Development, Forecasting, Sales Management, Outlook, Team Building, Account Management, Cold Calling, Retirement, Roth IRA, IRAs, Insurance, Customer Service, Long-term Care, 401k Rollovers, 401k, Long Term Care Insurance, Investments, Strategic Financial..., Life Insurance, Universal Life, Term Life Insurance, Variable Annuities, Disability Insurance, Mutual Funds, Estate Planning, Wealth Accumulation, Small Business, Employee Benefits, College Savings Plans, Personal Financial..., Wealth, Series 65, Financial Planners, Series 6, Qualified Retirement..., Whole Life, Series 63, Financial Goals, Education Funding, Retirement Plan..., Financial Advisory, 529 Plans, FINRA, Traditional IRA, Income Protection
Education
Bowling Green State University 1972 — 1976
Bachelor of Science (BS), Operations Management and Supervision, 3.55 GPA , Graduated Cum Laude
Tara Rueter's A.G. Edwards Experience November 2003 - February 2005
Job Inside Sales Assistant at Continental Carbonic Products, Inc.
Industry Chemicals
Experience
Continental Carbonic Products, Inc. May 2010 - Present
West Suburban Oral Health Care, P.C. March 2005 - May 2010
Parker's Ocean Grill October 2008 - March 2009
Country House Restaurant September 2000 - June 2007
A.G. Edwards November 2003 - February 2005
Skills
Team Building, Microsoft Office, Inventory Management, Account Management, Customer Service, Time Management, Salesforce.com, Customer Satisfaction, Accounting, Logistics, Software Documentation, Analysis, Budgets
Education
Robert Morris University - Illinois 2007 — 2008
Associate of Applied Science, Culinary Arts
Benedictine University 1999 — 2003
Bachelor of Science, Mathematics
Continental Carbonic Products, Inc. May 2010 - Present
West Suburban Oral Health Care, P.C. March 2005 - May 2010
Parker's Ocean Grill October 2008 - March 2009
Country House Restaurant September 2000 - June 2007
A.G. Edwards November 2003 - February 2005
Skills
Team Building, Microsoft Office, Inventory Management, Account Management, Customer Service, Time Management, Salesforce.com, Customer Satisfaction, Accounting, Logistics, Software Documentation, Analysis, Budgets
Education
Robert Morris University - Illinois 2007 — 2008
Associate of Applied Science, Culinary Arts
Benedictine University 1999 — 2003
Bachelor of Science, Mathematics
Laura Beishir (孔灵)'s A.G. Edwards Experience 2007 - 2007
Job Project Manager Venture Acceleration Team at Boeing
Industry Aviation & Aerospace
Experience
Boeing May 2015 - Present
Boeing October 2008 - May 2015
University of Missouri - St. Louis 2007 - 2008
A.G. Edwards 2007 - 2007
Skills
Budgets, Aerospace, Business Planning, Cross-functional Team..., Leadership, Program Management, Process Improvement, Entrepreneurship, Finance, Earned Value Management, Strategic Planning, Procurement, Forecasting, Financial Analysis, Lean Manufacturing, Integrated Marketing, Supply Management, Data Analysis, Editing, Microsoft Excel, Supply Chain Management, Project Management, Analysis, Competitive Analysis, Business Process..., Team Leadership, Risk Management, Change Management, Contract Negotiation, Team Building, Business Development, Proposal Writing, Pricing, Project Planning, Management, Business Strategy, Business Analysis, Financial Modeling, Strategy
Education
Saint Louis University 2009 — 2011
M.B.A., Business Administration
University of Missouri-Saint Louis 2007 — 2008
M.A., Economics
Beijing Normal University 2007 — 2007
Certificate of Proficiency, Mandarin
University of Missouri-Saint Louis 2004 — 2007
B.S., Economics
Nanjing University 2006 — 2006
Certificate of Proficiency, Mandarin
Boeing May 2015 - Present
Boeing October 2008 - May 2015
University of Missouri - St. Louis 2007 - 2008
A.G. Edwards 2007 - 2007
Skills
Budgets, Aerospace, Business Planning, Cross-functional Team..., Leadership, Program Management, Process Improvement, Entrepreneurship, Finance, Earned Value Management, Strategic Planning, Procurement, Forecasting, Financial Analysis, Lean Manufacturing, Integrated Marketing, Supply Management, Data Analysis, Editing, Microsoft Excel, Supply Chain Management, Project Management, Analysis, Competitive Analysis, Business Process..., Team Leadership, Risk Management, Change Management, Contract Negotiation, Team Building, Business Development, Proposal Writing, Pricing, Project Planning, Management, Business Strategy, Business Analysis, Financial Modeling, Strategy
Education
Saint Louis University 2009 — 2011
M.B.A., Business Administration
University of Missouri-Saint Louis 2007 — 2008
M.A., Economics
Beijing Normal University 2007 — 2007
Certificate of Proficiency, Mandarin
University of Missouri-Saint Louis 2004 — 2007
B.S., Economics
Nanjing University 2006 — 2006
Certificate of Proficiency, Mandarin
Jan Wald's A.G. Edwards Experience 2000 - 2008
Job Managing Director at The Benchmark Company
Industry Medical Devices
Experience
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
Tom Calder's A.G. Edwards Experience January 1994 - January 2002
Job Branch Manager
Industry Financial Services
Experience
Financial West Group November 2014 - Present
Raymond James Financial Services February 2002 - Present
A.G. Edwards January 1994 - January 2002
Marshall Industries December 1987 - March 1989
Skills
Wealth Management, Retirement Planning, Retirement Plan..., Retirement Income..., IRA's, Wealth Transfer, Investment Advisory, Financial Advisory
Education
Claremont McKenna College 1969 — 1973
Bachelor of Arts, Economics and Latin American Studies
Yucaipa High School 1965 — 1968
high school diploma, college preparation
Financial West Group November 2014 - Present
Raymond James Financial Services February 2002 - Present
A.G. Edwards January 1994 - January 2002
Marshall Industries December 1987 - March 1989
Skills
Wealth Management, Retirement Planning, Retirement Plan..., Retirement Income..., IRA's, Wealth Transfer, Investment Advisory, Financial Advisory
Education
Claremont McKenna College 1969 — 1973
Bachelor of Arts, Economics and Latin American Studies
Yucaipa High School 1965 — 1968
high school diploma, college preparation
Mark Riefer's A.G. Edwards Experience February 1999 - November 2007
Job President at Level Paths Investment Advisers
Industry Financial Services
Experience
Level Paths Investment Advisers February 2009 - Present
Wells Fargo November 2007 - February 2009
A.G. Edwards February 1999 - November 2007
Merrill Lynch June 1990 - February 1999
Skills
Investment Advisory..., Investment Management, Strategic Financial..., Estate Planning, Business Planning, Qualified Retirement..., Registered Investment..., Life & Health Insurance..., Team Building, Budgets, Public Speaking, Strategic Planning
Education
Bowling Green State University 1983 — 1988
BS in Education, History and Mathematics
Level Paths Investment Advisers February 2009 - Present
Wells Fargo November 2007 - February 2009
A.G. Edwards February 1999 - November 2007
Merrill Lynch June 1990 - February 1999
Skills
Investment Advisory..., Investment Management, Strategic Financial..., Estate Planning, Business Planning, Qualified Retirement..., Registered Investment..., Life & Health Insurance..., Team Building, Budgets, Public Speaking, Strategic Planning
Education
Bowling Green State University 1983 — 1988
BS in Education, History and Mathematics
Erika Highland's A.G. Edwards Experience June 2001 - July 2003
Job Managing Director at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies August 2005 - Present
Wells Fargo Foothill August 2003 - August 2005
A.G. Edwards June 2001 - July 2003
Skills
Private Equity, Due Diligence, Portfolio Management, Principal Investments, Investment Banking, Finance, Investments, Acquisitions, Mezzanine, Equities, Real Estate, Financial Structuring, Valuation, Mergers & Acquisitions
Education
Boston College 1997 — 2001
B.S., Finance
The Gladstone Companies August 2005 - Present
Wells Fargo Foothill August 2003 - August 2005
A.G. Edwards June 2001 - July 2003
Skills
Private Equity, Due Diligence, Portfolio Management, Principal Investments, Investment Banking, Finance, Investments, Acquisitions, Mezzanine, Equities, Real Estate, Financial Structuring, Valuation, Mergers & Acquisitions
Education
Boston College 1997 — 2001
B.S., Finance
Kristen MacFarlane's A.G. Edwards Experience March 2004 - February 2006
Job Business, product and personnel development expert
Industry Marketing and Advertising
Experience
Talbots June 2012 - December 2013
Aflac February 2011 - March 2013
AT&T Advertising Solutions July 2010 - February 2011
Verizon / Idearc Media February 2006 - September 2009
A.G. Edwards March 2004 - February 2006
Smiths Medical A.S.D. July 1997 - February 2004
Skills
Cross-functional Team..., Business Development, Leadership, Management, Marketing Strategy, Marketing, Online Advertising, Strategic Planning, Advertising, Sales, Product Development, Team Building, Sales Management, Human Resources, Analysis, Executive Management, Finance, Employee Benefits, Insurance, New Media, Budgets
Education
Antioch University New England 1999 — 2001
M.S. Organization and Management, Business Management and Leadership
Middlebury College 1988 — 1992
B.A. Spanish and Music (Double major)
St. Paul's School 1983 — 1987
Talbots June 2012 - December 2013
Aflac February 2011 - March 2013
AT&T Advertising Solutions July 2010 - February 2011
Verizon / Idearc Media February 2006 - September 2009
A.G. Edwards March 2004 - February 2006
Smiths Medical A.S.D. July 1997 - February 2004
Skills
Cross-functional Team..., Business Development, Leadership, Management, Marketing Strategy, Marketing, Online Advertising, Strategic Planning, Advertising, Sales, Product Development, Team Building, Sales Management, Human Resources, Analysis, Executive Management, Finance, Employee Benefits, Insurance, New Media, Budgets
Education
Antioch University New England 1999 — 2001
M.S. Organization and Management, Business Management and Leadership
Middlebury College 1988 — 1992
B.A. Spanish and Music (Double major)
St. Paul's School 1983 — 1987
Chrisann Taras, CFP(R)'s A.G. Edwards Experience 1994 - 2009
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Cindy Parker's A.G. Edwards Experience October 2001 - May 2003
Job at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse Securities (USA) LLC May 2011 - Present
Nan's Notes May 2003 - June 2012
A.G. Edwards October 2001 - May 2003
PricewaterhouseCoopers January 2000 - May 2001
Education
Clemson University 1995 — 1999
Bachelors, Accounting
Credit Suisse Securities (USA) LLC May 2011 - Present
Nan's Notes May 2003 - June 2012
A.G. Edwards October 2001 - May 2003
PricewaterhouseCoopers January 2000 - May 2001
Education
Clemson University 1995 — 1999
Bachelors, Accounting
Thom Arena's A.G. Edwards Experience March 2003 - August 2004
Job Business Manager KM, Fl1, OB, AL1 at MarineMax
Industry Retail
Experience
MarineMax June 2006 - Present
Ledgendary Marine September 2004 - May 2006
A.G. Edwards March 2003 - August 2004
MARKETPLACE BANK July 2000 - February 2003
Pensacola Honda February 1998 - July 2000
Education
Northwest Florida State College 1983 — 1986
Yes, Criminal Law and Business
Auburn University 1981 — 1983
Engineering
MarineMax June 2006 - Present
Ledgendary Marine September 2004 - May 2006
A.G. Edwards March 2003 - August 2004
MARKETPLACE BANK July 2000 - February 2003
Pensacola Honda February 1998 - July 2000
Education
Northwest Florida State College 1983 — 1986
Yes, Criminal Law and Business
Auburn University 1981 — 1983
Engineering
Ms. Sharon Sayers's A.G. Edwards Experience April 2004 - November 2008
Job Customer Service Coordinator/ Real Estate/Business Student
Industry Consumer Services
Experience
Action Property Management October 2010 - Present
Swedelson & Gottlieb Law Firm August 2008 - October 2010
A.G. Edwards April 2004 - November 2008
Skills
Professional..., Great Personality, Customer Service, Customer Satisfaction, Teamwork, Organizational..., Time Management, Multi-line Phone, Computer Proficiency, Microsoft Word, Windows XP, Outlook, Typing, Email Clients, Electronic Filing, Events Coordination, Appointment Scheduling, Hospitality, Retail Sales, Customer Experience, Data Entry, Telephone Skills, Administrative..., Team Building, PowerPoint, Microsoft Office, Customer Retention
Education
Antelope Valley College
Business/ Real Estate
Action Property Management October 2010 - Present
Swedelson & Gottlieb Law Firm August 2008 - October 2010
A.G. Edwards April 2004 - November 2008
Skills
Professional..., Great Personality, Customer Service, Customer Satisfaction, Teamwork, Organizational..., Time Management, Multi-line Phone, Computer Proficiency, Microsoft Word, Windows XP, Outlook, Typing, Email Clients, Electronic Filing, Events Coordination, Appointment Scheduling, Hospitality, Retail Sales, Customer Experience, Data Entry, Telephone Skills, Administrative..., Team Building, PowerPoint, Microsoft Office, Customer Retention
Education
Antelope Valley College
Business/ Real Estate
Kathleen Boushell's A.G. Edwards Experience 1990 - 1998
Job Finance/Accounting Specialist at Emory University
Industry Information Technology and Services
Experience
Emory University June 2015 - Present
Aon 1998 - 2014
A.G. Edwards 1990 - 1998
Skills
Leadership, Customer Service
Education
Agnes Scott College 1979 — 1984
BA
Emory University June 2015 - Present
Aon 1998 - 2014
A.G. Edwards 1990 - 1998
Skills
Leadership, Customer Service
Education
Agnes Scott College 1979 — 1984
BA
Fred Semmer's A.G. Edwards Experience June 2005 - August 2005
Job Student at Carleton College
Industry Higher Education
Experience
Carleton College September 2007 - Present
SwapBeats Inc June 2010 - August 2010
Equity Based Services, Inc. June 2009 - August 2009
Scott Rogers LLC June 2008 - August 2008
A.G. Edwards June 2005 - August 2005
Education
Carleton College 2007 — 2011
BA, Economics
University of Minnesota
Carleton College September 2007 - Present
SwapBeats Inc June 2010 - August 2010
Equity Based Services, Inc. June 2009 - August 2009
Scott Rogers LLC June 2008 - August 2008
A.G. Edwards June 2005 - August 2005
Education
Carleton College 2007 — 2011
BA, Economics
University of Minnesota
Bryan D'Alessandro's A.G. Edwards Experience July 2004 - June 2007
Job Director, Mergers & Acquisitions at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets January 2011 - December 2013
BMO Capital Markets August 2007 - December 2010
A.G. Edwards July 2004 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Divestitures, Capital Markets, Financial Modeling, LBO, Corporate Finance, Due Diligence, Business Valuation
Education
Boston College 2000 — 2004
Bachelor of Science, Finance, Corporate Reporting & Analysis
Centereach High School 1996 — 2000
BMO Capital Markets December 2013 - Present
BMO Capital Markets January 2011 - December 2013
BMO Capital Markets August 2007 - December 2010
A.G. Edwards July 2004 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Divestitures, Capital Markets, Financial Modeling, LBO, Corporate Finance, Due Diligence, Business Valuation
Education
Boston College 2000 — 2004
Bachelor of Science, Finance, Corporate Reporting & Analysis
Centereach High School 1996 — 2000
Natalie Tudor's A.G. Edwards Experience November 2003 - January 2004
Job Volunteer at Habitat For Humantiy
Industry Architecture & Planning
Experience
Kenneth Cole New York December 2010 - Present
Habitat For Humanity September 2001 - Present
Blue Selenium Solar, Inc 2011 - 2013
Lenscrafters January 2006 - January 2010
Christmas Tree Shop August 2002 - September 2005
A.G. Edwards November 2003 - January 2004
Skills
Customer Service, Sales
Education
Boston Architectural College 2009 — 2015
Bachelors of Architecture, Architecture, Sustainability
Cape Cod Community College 2006 — 2009
Associates in Liberal Arts/English, English and Liberal Arts
Kenneth Cole New York December 2010 - Present
Habitat For Humanity September 2001 - Present
Blue Selenium Solar, Inc 2011 - 2013
Lenscrafters January 2006 - January 2010
Christmas Tree Shop August 2002 - September 2005
A.G. Edwards November 2003 - January 2004
Skills
Customer Service, Sales
Education
Boston Architectural College 2009 — 2015
Bachelors of Architecture, Architecture, Sustainability
Cape Cod Community College 2006 — 2009
Associates in Liberal Arts/English, English and Liberal Arts
Jeff Graff's A.G. Edwards Experience 1996 - 2001
Job Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management 2001 - Present
A.G. Edwards 1996 - 2001
Roulston & Company 1995 - 1996
Education
Saint Louis University 1997 — 2000
Master of Finance, Finance
Cleveland State University 1993 — 1996
B.B.A, Finance
Victory Capital Management 2001 - Present
A.G. Edwards 1996 - 2001
Roulston & Company 1995 - 1996
Education
Saint Louis University 1997 — 2000
Master of Finance, Finance
Cleveland State University 1993 — 1996
B.B.A, Finance
Mark Bouton's A.G. Edwards Experience February 2004 - June 2006
Job Associate at Merryfield Barnes, LLC
Industry Financial Services
Experience
Merryfield Barnes, LLC January 2012 - Present
HSBC November 2010 - March 2011
Wells Fargo Advisors June 2006 - September 2009
A.G. Edwards February 2004 - June 2006
Advest, Inc. May 1993 - December 2003
Education
Binghamton University - School of Management 1990 — 1992
Bachelor of Science, Business Management
Tompkins Cortland Community College 1988 — 1990
Associate in Science, Business Administration
Merryfield Barnes, LLC January 2012 - Present
HSBC November 2010 - March 2011
Wells Fargo Advisors June 2006 - September 2009
A.G. Edwards February 2004 - June 2006
Advest, Inc. May 1993 - December 2003
Education
Binghamton University - School of Management 1990 — 1992
Bachelor of Science, Business Management
Tompkins Cortland Community College 1988 — 1990
Associate in Science, Business Administration
Anne Carlton's A.G. Edwards Experience September 2001 - December 2003
Job Retired at Retired
Industry Pharmaceuticals
Experience
Retired December 2014 - Present
Self Employed January 2011 - December 2014
A.G. Edwards September 2001 - December 2003
Merrill Lynch 1986 - 1987
Merrill Lynch 1984 - 1986
Merrill Lynch 1982 - 1984
Merrill Lynch January 1971 - August 1980
Skills
Microsoft Excel, Strategic Planning, Sales, Securities, Outlook
Education
Centenary College of Louisiana 1969 — 1969
Macon State College 1968 — 1969
Retired December 2014 - Present
Self Employed January 2011 - December 2014
A.G. Edwards September 2001 - December 2003
Merrill Lynch 1986 - 1987
Merrill Lynch 1984 - 1986
Merrill Lynch 1982 - 1984
Merrill Lynch January 1971 - August 1980
Skills
Microsoft Excel, Strategic Planning, Sales, Securities, Outlook
Education
Centenary College of Louisiana 1969 — 1969
Macon State College 1968 — 1969
Nick Manukas's A.G. Edwards Experience August 1993 - August 2001
Job President at North River Financial Services
Industry Financial Services
Experience
North River Financial Services December 2003 - Present
Raymond James Financial Inc. August 2001 - February 2007
A.G. Edwards August 1993 - August 2001
Skills
Personal Financial..., Estate Planning, Estate Tax Planning, Retirement Planning, IRA, 401k and 403B...
Education
Central Connecticut State University 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
University of North Texas 1987 — 1988
Accounting and Business/Management
The Pennington School 1984 — 1987
Prep school
North River Financial Services December 2003 - Present
Raymond James Financial Inc. August 2001 - February 2007
A.G. Edwards August 1993 - August 2001
Skills
Personal Financial..., Estate Planning, Estate Tax Planning, Retirement Planning, IRA, 401k and 403B...
Education
Central Connecticut State University 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
University of North Texas 1987 — 1988
Accounting and Business/Management
The Pennington School 1984 — 1987
Prep school
Buster Wright's A.G. Edwards Experience April 1974 - May 2007
Job Retired
Industry Financial Services
Experience
Self-employed September 2011 - Present
Wells Fargo Advisors 2007 - September 2011
A.G. Edwards April 1974 - May 2007
A.G. Edwards Sons 1974 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Asset Managment, Mutual Funds, Securities, FINRA, Financial Analysis, Series 8, Series 3, Series 24, Uniform Combined State..., Investment Strategies, Retirement
Education
Berry College 1970 — 1973
Bachelor of Science (B.S.), Chemistry
Self-employed September 2011 - Present
Wells Fargo Advisors 2007 - September 2011
A.G. Edwards April 1974 - May 2007
A.G. Edwards Sons 1974 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Asset Managment, Mutual Funds, Securities, FINRA, Financial Analysis, Series 8, Series 3, Series 24, Uniform Combined State..., Investment Strategies, Retirement
Education
Berry College 1970 — 1973
Bachelor of Science (B.S.), Chemistry
Jenni Alvies's A.G. Edwards Experience September 2002 - April 2003
Job Founder & Coach
Industry Health, Wellness and Fitness
Experience
Hiit Mamas April 2011 - Present
A.G. Edwards September 2002 - April 2003
Elephant Bar Restaurant September 2000 - December 2000
Royal Trucking Co June 2000 - December 2000
Health Sport January 2000 - May 2000
Quail Lodge Retirement Living August 1999 - November 1999
Los Hermanos Restaurant March 1999 - June 1999
Park City Mountain Resort November 1998 - March 1999
Delta Park Athletic Club June 1998 - August 1998
Prewett Water Park June 1998 - August 1998
Skills
Wellness, Public Speaking, Customer Service, Fitness Consulting, Exercise Instruction, Diet Planning, Organizational..., Leadership, Team Leadership, Interior Design, Remodeling, Art, Swim Instruction
Education
College of the Redwoods 2001 — 2003
Associate's Degree, Arts and Humanities
Mt. Nebo Training Association 1999 — 1999
Emergency Medical Technology/Technician (EMT)
Brigham Young University - Idaho 1997 — 1997
General Studies
Los Medanos College 1996 — 1997
General Studies
Hiit Mamas April 2011 - Present
A.G. Edwards September 2002 - April 2003
Elephant Bar Restaurant September 2000 - December 2000
Royal Trucking Co June 2000 - December 2000
Health Sport January 2000 - May 2000
Quail Lodge Retirement Living August 1999 - November 1999
Los Hermanos Restaurant March 1999 - June 1999
Park City Mountain Resort November 1998 - March 1999
Delta Park Athletic Club June 1998 - August 1998
Prewett Water Park June 1998 - August 1998
Skills
Wellness, Public Speaking, Customer Service, Fitness Consulting, Exercise Instruction, Diet Planning, Organizational..., Leadership, Team Leadership, Interior Design, Remodeling, Art, Swim Instruction
Education
College of the Redwoods 2001 — 2003
Associate's Degree, Arts and Humanities
Mt. Nebo Training Association 1999 — 1999
Emergency Medical Technology/Technician (EMT)
Brigham Young University - Idaho 1997 — 1997
General Studies
Los Medanos College 1996 — 1997
General Studies
Curt Porter's A.G. Edwards Experience May 2007 - March 2009
Job Financial consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Stephen Wanvig's A.G. Edwards Experience October 1990 - October 2007
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 1990 - Present
A.G. Edwards October 1990 - October 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management
Education
Taylor University 1988 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
Bryan College 1985 — 1987
Wells Fargo Advisors October 1990 - Present
A.G. Edwards October 1990 - October 2007
Skills
Retirement Planning, Mutual Funds, Wealth Management
Education
Taylor University 1988 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
Bryan College 1985 — 1987
Kathryne Lee's A.G. Edwards Experience September 2005 - June 2009
Job Series 7/66 Registered Associate at Major Wire House
Industry Financial Services
Experience
Major Wire House June 2009 - Present
A.G. Edwards September 2005 - June 2009
Wachovia Securities February 2002 - September 2005
Merrill Lynch March 1994 - February 2002
Education
California State University-Sacramento
Bachelor of Arts (BA), French Language and Literature
University of California, Davis
Major Wire House June 2009 - Present
A.G. Edwards September 2005 - June 2009
Wachovia Securities February 2002 - September 2005
Merrill Lynch March 1994 - February 2002
Education
California State University-Sacramento
Bachelor of Arts (BA), French Language and Literature
University of California, Davis
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.