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
Gretchen Lewis Gretchen Lewis's A.G. Edwards Experience 1998 - 2007
Job Personal Trainer at Orange Theory Fitness Rock Hill
Industry Health, Wellness and Fitness
Experience
Orange Theory Fitness Rock Hill January 2015 - Present
self-employed 1972 - Present
A.G. Edwards 1998 - 2007
Color Associates 1994 - 1998
Skills
Painting, Fine Art, Adobe Creative Suite, Logo Design, Art, Photography, Public Speaking, Customer Service, Photoshop, Creative Direction
Education
Fontbonne University 1992 — 1994
Bachelor's Degree, Fine and Studio Arts with emphasis in Painting
Saint Louis Community College-Meramec 1990 — 1992
Associate's Degree, Graphic Design
Orange Theory Fitness Rock Hill January 2015 - Present
self-employed 1972 - Present
A.G. Edwards 1998 - 2007
Color Associates 1994 - 1998
Skills
Painting, Fine Art, Adobe Creative Suite, Logo Design, Art, Photography, Public Speaking, Customer Service, Photoshop, Creative Direction
Education
Fontbonne University 1992 — 1994
Bachelor's Degree, Fine and Studio Arts with emphasis in Painting
Saint Louis Community College-Meramec 1990 — 1992
Associate's Degree, Graphic Design
Glenn E. Holbert Glenn E. Holbert's A.G. Edwards Experience September 1994 - June 2005
Job Financial Professional at AXA Advisors, DBA Azpire Financial & Insurance Services
Industry Financial Services
Experience
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
Angie (Gulledge) Norris's A.G. Edwards Experience December 1999 - October 2003
Job Director Level Marketing & Communications Leader
Industry Information Technology and Services
Experience
CSC April 2014 - Present
Amitech Solutions September 2013 - April 2014
Technology Partners Inc. June 2006 - September 2013
TalentPlus/Centro Models March 2001 - September 2009
Spartech Corporation October 2003 - June 2006
A.G. Edwards December 1999 - October 2003
A.G. Edwards & Sons, Inc. May 1999 - September 1999
Merrill Lynch May 1998 - September 1998
Skills
Business Development, Social Media, Sourcing, Email Marketing, Marketing, Corporate Communications, Fundraising, Management Consulting, Team Management, New Business Development, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Recruiting, Management, Leadership, Online Advertising, Marketing Communications, Training, Project Management, Sales, Team Building, Event Management, Strategy, Social Networking, Strategic Partnerships, Social Media Marketing, Lead Generation, Consulting, Salesforce.com, Business Analysis, Online Marketing
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science, Business/Finance/Mathematics
Jersey Community High School 1991 — 1995
CSC April 2014 - Present
Amitech Solutions September 2013 - April 2014
Technology Partners Inc. June 2006 - September 2013
TalentPlus/Centro Models March 2001 - September 2009
Spartech Corporation October 2003 - June 2006
A.G. Edwards December 1999 - October 2003
A.G. Edwards & Sons, Inc. May 1999 - September 1999
Merrill Lynch May 1998 - September 1998
Skills
Business Development, Social Media, Sourcing, Email Marketing, Marketing, Corporate Communications, Fundraising, Management Consulting, Team Management, New Business Development, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Recruiting, Management, Leadership, Online Advertising, Marketing Communications, Training, Project Management, Sales, Team Building, Event Management, Strategy, Social Networking, Strategic Partnerships, Social Media Marketing, Lead Generation, Consulting, Salesforce.com, Business Analysis, Online Marketing
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science, Business/Finance/Mathematics
Jersey Community High School 1991 — 1995
Michael Laura, CFA, CIMA®, CFP® Michael Laura, CFA, CIMA®, CFP®'s A.G. Edwards Experience August 1995 - November 2001
Job Senior Regional Vice President ETF Portfolio Consultant at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares May 2015 - Present
Virtus Investment Partners March 2014 - May 2015
Deutsche Asset & Wealth Management August 2012 - March 2014
Merrill Lynch March 2008 - March 2012
Northern Trust Wealth Management June 2007 - March 2008
U.S. Trust November 2003 - June 2007
Banc of America Investments November 2001 - November 2003
A.G. Edwards August 1995 - November 2001
Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning
Education
College for Financial Planning 2002 — 2006
M.S., Financial Analysis
University of South Florida - College of Business Administration 1998 — 2000
B.S., Economics, International Finance
Invesco PowerShares May 2015 - Present
Virtus Investment Partners March 2014 - May 2015
Deutsche Asset & Wealth Management August 2012 - March 2014
Merrill Lynch March 2008 - March 2012
Northern Trust Wealth Management June 2007 - March 2008
U.S. Trust November 2003 - June 2007
Banc of America Investments November 2001 - November 2003
A.G. Edwards August 1995 - November 2001
Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning
Education
College for Financial Planning 2002 — 2006
M.S., Financial Analysis
University of South Florida - College of Business Administration 1998 — 2000
B.S., Economics, International Finance
Patti Harris Patti Harris's A.G. Edwards Experience May 1997 - June 2002
Job Victim Advocate Restitution Assistant at Boone County Prosecutors Office
Industry Accounting
Experience
Boone County Prosecutors Office June 2014 - Present
Freedom Office Assist, LLC June 2011 - Present
Woodcrest Chapel January 2012 - May 2014
Glazers Midwest June 2003 - July 2011
A.G. Edwards May 1997 - June 2002
Skills
Accounting, Microsoft Excel, Bookkeeping, Small Business, Outlook, Customer Service, Team Building, Leadership, Microsoft Office, QuickBooks, Budgets, Accounts Receivable, Insurance, Accounts Payable, Public Speaking, Marketing, Community Outreach, Event Planning, Management
Education
Drury University 1989 — 1991
A.S., Electronic Technology
Boone County Prosecutors Office June 2014 - Present
Freedom Office Assist, LLC June 2011 - Present
Woodcrest Chapel January 2012 - May 2014
Glazers Midwest June 2003 - July 2011
A.G. Edwards May 1997 - June 2002
Skills
Accounting, Microsoft Excel, Bookkeeping, Small Business, Outlook, Customer Service, Team Building, Leadership, Microsoft Office, QuickBooks, Budgets, Accounts Receivable, Insurance, Accounts Payable, Public Speaking, Marketing, Community Outreach, Event Planning, Management
Education
Drury University 1989 — 1991
A.S., Electronic Technology
Pam Webber Pam Webber's A.G. Edwards Experience June 2001 - March 2004
Job ParaPlanner at Partnership Financial LLC
Industry Financial Services
Experience
Partnership Financial LLC September 2012 - Present
College for Financial Planning March 2011 - December 2011
A.G. Edwards June 2001 - March 2004
A.G. Edwards March 1999 - June 2001
A.G. Edwards & Sons, Inc. 1996 - 1999
A.G. Edwards 1995 - 1998
Skills
Unix, SQL, Programming, Analysis, Quality Assurance, C, People-oriented, Organizational..., Sybase
Education
College for Financial Planning 2011 — 2012
CFP Certification Program, Certified Financial Planner
Washington University in St. Louis 1989 — 1993
BS, Computer Science
Partnership Financial LLC September 2012 - Present
College for Financial Planning March 2011 - December 2011
A.G. Edwards June 2001 - March 2004
A.G. Edwards March 1999 - June 2001
A.G. Edwards & Sons, Inc. 1996 - 1999
A.G. Edwards 1995 - 1998
Skills
Unix, SQL, Programming, Analysis, Quality Assurance, C, People-oriented, Organizational..., Sybase
Education
College for Financial Planning 2011 — 2012
CFP Certification Program, Certified Financial Planner
Washington University in St. Louis 1989 — 1993
BS, Computer Science
Albert Smothers, MBA, Ph.D. Albert Smothers, MBA, Ph.D.'s A.G. Edwards Experience May 1998 - August 2000
Job Director of Academic Affairs at University of Phoenix
Industry Higher Education
Experience
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
University of Phoenix June 2002 - Present
University of Phoenix January 2015 - Present
University of Phoenix November 2012 - January 2015
INVESCO May 2007 - November 2012
University of Phoenix September 2010 - August 2012
Edward Jones June 2006 - March 2007
AIM Investments September 2000 - June 2006
A.G. Edwards May 1998 - August 2000
Washington University School of Medicine 1996 - 1998
Washington University School of Medicine 1989 - 1996
Skills
Certified Advanced..., MPM ® Master Project..., Staff Development, Coaching, Management, Leadership Development, Leadership, Organizational..., Training, Public Speaking, Strategic Financial..., Performance Improvement, Strategic Planning, Team Building, Executive Coaching, Management Consulting, Instructional Design, Adult Education, Program Management, Operations Management, Budgets, Project Management, Proposal Writing, Marketing, Research, Interviews, Teaching, Sales, Grant Writing, E-Learning, Conflict Resolution, Workshop Facilitation, Higher Education, Resume Writing, Employee Training, Career Counseling, Policy, Fundraising, Program Development, Nonprofits, Government, Career Development, Admissions, Enrollment Management, Recruiting, Community Outreach, Distance Learning, Analysis, Student Financial Aid, Curriculum Development
Education
Capella University 2003 — 2008
PhD
Fontbonne University 1993 — 1995
MBA
Southern Illinois University, Edwardsville 1984 — 1991
BS
Jason Breaker, CFA Jason Breaker, CFA's A.G. Edwards Experience July 1999 - February 2005
Job Institutional Equity Sales at Brean Murray, Carret
Industry Financial Services
Experience
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
Steve Shineman Steve Shineman's A.G. Edwards Experience November 2002 - April 2009
Job Senior Director of Gift Planning at University of Denver
Industry Higher Education
Experience
University of Denver September 2014 - Present
Texas Christian University September 2012 - August 2014
Texas Christian University April 2009 - September 2012
A.G. Edwards November 2002 - April 2009
Texas New Mexico Power Company/First Choice Power May 1997 - October 2002
Skills
Planned Giving, Public Speaking, Strategic Planning, Financial Analysis, Fundraising, Investments, Estate Planning, Non-profits, Event Planning, Higher Education, Marketing, Asset Managment, Leadership Development, Public Relations, Nonprofits, Stewardship, Philanthropy
Education
Texas Christian University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Flagler College 1990 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
University of Denver September 2014 - Present
Texas Christian University September 2012 - August 2014
Texas Christian University April 2009 - September 2012
A.G. Edwards November 2002 - April 2009
Texas New Mexico Power Company/First Choice Power May 1997 - October 2002
Skills
Planned Giving, Public Speaking, Strategic Planning, Financial Analysis, Fundraising, Investments, Estate Planning, Non-profits, Event Planning, Higher Education, Marketing, Asset Managment, Leadership Development, Public Relations, Nonprofits, Stewardship, Philanthropy
Education
Texas Christian University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Flagler College 1990 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
John Williams, Jr., CFP® John Williams, Jr., CFP®'s A.G. Edwards Experience June 2000 - February 2008
Job Managing Director at Lakeview Capital Partners, LLC
Industry Financial Services
Experience
Lakeview Capital Partners, LLC May 2013 - Present
Wells Fargo Advisors, LLC May 2009 - May 2013
Wachovia Securities June 2000 - May 2009
A.G. Edwards June 2000 - February 2008
Skills
Portfolio Management, Risk Management, Mergers & Acquisitions, Banking, Finance, Management, Retirement, Fixed Income, Series 7, Investments, Financial Analysis, Retirement Planning, Managerial Finance, Mutual Funds, Private Equity, Strategic Financial..., Wealth Management, Alternative Investments, Asset Management, Budgets, Commercial Banking, Credit, Credit Risk, Due Diligence, Estate Planning, Financial Modeling, Investment Banking, Asset Allocation, Equities
Education
Hampden-Sydney College 1996 — 2000
BA, Managerial Economics
Lakeview Capital Partners, LLC May 2013 - Present
Wells Fargo Advisors, LLC May 2009 - May 2013
Wachovia Securities June 2000 - May 2009
A.G. Edwards June 2000 - February 2008
Skills
Portfolio Management, Risk Management, Mergers & Acquisitions, Banking, Finance, Management, Retirement, Fixed Income, Series 7, Investments, Financial Analysis, Retirement Planning, Managerial Finance, Mutual Funds, Private Equity, Strategic Financial..., Wealth Management, Alternative Investments, Asset Management, Budgets, Commercial Banking, Credit, Credit Risk, Due Diligence, Estate Planning, Financial Modeling, Investment Banking, Asset Allocation, Equities
Education
Hampden-Sydney College 1996 — 2000
BA, Managerial Economics
Keith Souza's A.G. Edwards Experience December 1999 - April 2006
Job President, Souza Financial Group
Industry Investment Management
Experience
Souza Financial Group April 2006 - Present
RussBert Group August 2011 - Present
A.G. Edwards December 1999 - April 2006
Edward Jones November 1995 - December 1999
Skills
Leadership, Marketing Strategy, Social Media Marketing, Retirement Planning, Retail, Competitive Analysis, Investments, Social Media, Mutual Funds, Marketing, Strategy, Event Planning, Entrepreneurship, Management, Financial Services, Email Marketing, Asset Management, Strategic Planning, Nonprofits, Advertising, Public Relations, Public Speaking, Portfolio Management, Investment Advisory, New Business Development, Fundraising, Business Planning, Budgets, Team Building, Leadership Development, Wealth Management, Management Consulting, Start-ups, Executive Management, Small Business, Social Networking, Strategic Partnerships, Business Development, 401k, Online Marketing, Sales, Business Strategy, Securities
Education
Southern Illinois University, Carbondale 1989 — 1992
Bachelor of Science
Danville Area Community College 1988 — 1989
Souza Financial Group April 2006 - Present
RussBert Group August 2011 - Present
A.G. Edwards December 1999 - April 2006
Edward Jones November 1995 - December 1999
Skills
Leadership, Marketing Strategy, Social Media Marketing, Retirement Planning, Retail, Competitive Analysis, Investments, Social Media, Mutual Funds, Marketing, Strategy, Event Planning, Entrepreneurship, Management, Financial Services, Email Marketing, Asset Management, Strategic Planning, Nonprofits, Advertising, Public Relations, Public Speaking, Portfolio Management, Investment Advisory, New Business Development, Fundraising, Business Planning, Budgets, Team Building, Leadership Development, Wealth Management, Management Consulting, Start-ups, Executive Management, Small Business, Social Networking, Strategic Partnerships, Business Development, 401k, Online Marketing, Sales, Business Strategy, Securities
Education
Southern Illinois University, Carbondale 1989 — 1992
Bachelor of Science
Danville Area Community College 1988 — 1989
Bryan Whitley Bryan Whitley's A.G. Edwards Experience 2000 - 2008
Job Wireless Consultant/Small Business Specialist Cellular Sales Verizon Wireless Authorized Retailer
Industry Wireless
Experience
Verizon Wireless 2009 - Present
A.G. Edwards 2000 - 2008
Ashley Leigh Enterprises 1999 - 2000
SunTrust Bank 1997 - 1999
Education
East Carolina University 1993 — 1997
B.S. Business Administration, Business Administration, Financial Services
Verizon Wireless 2009 - Present
A.G. Edwards 2000 - 2008
Ashley Leigh Enterprises 1999 - 2000
SunTrust Bank 1997 - 1999
Education
East Carolina University 1993 — 1997
B.S. Business Administration, Business Administration, Financial Services
Than Norman Than Norman's A.G. Edwards Experience November 2000 - May 2002
Job Owner Operator at Natural Stone Systems
Industry Construction
Experience
Natural Stone Systems, LLC May 2002 - Present
Natural Stone Systems January 2002 - Present
A.G. Edwards November 2000 - May 2002
Shaw Industries, Inc September 1998 - November 2000
Skills
Sales, Management, Sales Operations, Training, Start-ups, Insurance, Finance, Strategic Planning, Customer Service, Team Building, Negotiation, Sales Management, Small Business, New Business Development, Contract Negotiation, Project Management, Budgets, Entrepreneurship, Residential Homes, Marketing Strategy, Marketing, Operations Management, Logistics, Leadership, Social Media Marketing, Inventory Management
Education
Gonzaga University 1999 — 2000
MBA, Finance/MIS
Eastern Washington University
BA, Economics
Natural Stone Systems, LLC May 2002 - Present
Natural Stone Systems January 2002 - Present
A.G. Edwards November 2000 - May 2002
Shaw Industries, Inc September 1998 - November 2000
Skills
Sales, Management, Sales Operations, Training, Start-ups, Insurance, Finance, Strategic Planning, Customer Service, Team Building, Negotiation, Sales Management, Small Business, New Business Development, Contract Negotiation, Project Management, Budgets, Entrepreneurship, Residential Homes, Marketing Strategy, Marketing, Operations Management, Logistics, Leadership, Social Media Marketing, Inventory Management
Education
Gonzaga University 1999 — 2000
MBA, Finance/MIS
Eastern Washington University
BA, Economics
David Milowe, AWM's A.G. Edwards Experience December 1996 - January 2009
Job Senior Vice President Branch Director , Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2009 - Present
A.G. Edwards December 1996 - January 2009
Prudential Securities April 1993 - December 1996
Education
Suffolk University 1983 — 1985
MPA, Public Finance
Emerson College 1979 — 1983
BS, Political Communication
RBC Wealth Management January 2009 - Present
A.G. Edwards December 1996 - January 2009
Prudential Securities April 1993 - December 1996
Education
Suffolk University 1983 — 1985
MPA, Public Finance
Emerson College 1979 — 1983
BS, Political Communication
Casey Mein Casey Mein's A.G. Edwards Experience August 1997 - May 2007
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2007 - Present
A.G. Edwards August 1997 - May 2007
A.G. Edwards May 1995 - August 1997
Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement Income..., Saving for Education, Insurance
Education
Kansas State University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Dodge City Community College 1990 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors, LLC May 2007 - Present
A.G. Edwards August 1997 - May 2007
A.G. Edwards May 1995 - August 1997
Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement Income..., Saving for Education, Insurance
Education
Kansas State University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Dodge City Community College 1990 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Gregory A. Stott, AAMS Gregory A. Stott, AAMS's A.G. Edwards Experience July 2000 - January 2003
Job General Manager at Pipeline Philly, LLC
Industry Financial Services
Experience
Pipeline Philly, LLC October 2014 - Present
David Bromstad, LLC November 2011 - October 2014
New England Financial/MetLife July 2006 - November 2011
Stanford Stott Wealth Management January 2003 - January 2006
A.G. Edwards July 2000 - January 2003
Skills
Licensed series 7, 63,..., Series 7, Investments, Financial Advisory, Asset Management, High Net Worth..., Financial Planning, Retirement Planning, Wealth Management, Retirement Income..., Asset Allocation, Mutual Funds, Estate Planning, Retirement, 401k, IRA's, Investment Strategies, Annuities, Portfolio Management, Alternative Investments, Series 66, Wealth, Bonds, Insurance Planning, Securities, Stocks, Equities, Long Term Care, Wealth Transfer, Financial Analysis, ETFs, Strategic Financial..., Finance, Fixed Annuities, Investment Advisory, Life Insurance
Education
College for Financial Planning
Accredited Asset Management Specialist, Finance
Widener University
Pipeline Philly, LLC October 2014 - Present
David Bromstad, LLC November 2011 - October 2014
New England Financial/MetLife July 2006 - November 2011
Stanford Stott Wealth Management January 2003 - January 2006
A.G. Edwards July 2000 - January 2003
Skills
Licensed series 7, 63,..., Series 7, Investments, Financial Advisory, Asset Management, High Net Worth..., Financial Planning, Retirement Planning, Wealth Management, Retirement Income..., Asset Allocation, Mutual Funds, Estate Planning, Retirement, 401k, IRA's, Investment Strategies, Annuities, Portfolio Management, Alternative Investments, Series 66, Wealth, Bonds, Insurance Planning, Securities, Stocks, Equities, Long Term Care, Wealth Transfer, Financial Analysis, ETFs, Strategic Financial..., Finance, Fixed Annuities, Investment Advisory, Life Insurance
Education
College for Financial Planning
Accredited Asset Management Specialist, Finance
Widener University
Jeff Gudermuth Jeff Gudermuth's A.G. Edwards Experience March 2005 - March 2008
Job Senior Business Analyst, IT Change Management at Charter Communications
Industry Broadcast Media
Experience
Charter Communications April 2015 - Present
CitiMortgage April 2012 - April 2015
Apex Systems (for Wells Fargo Advisors) April 2011 - April 2012
Scottrade June 2010 - April 2011
Wells Fargo Advisors, LLC (formerly A.G. Edwards) March 2008 - June 2010
A.G. Edwards March 2005 - March 2008
A.G. Edwards October 1998 - March 2005
A.G. Edwards January 1996 - October 1998
A.G. Edwards October 1992 - January 1996
A.G. Edwards September 1990 - October 1992
Skills
Quality Assurance, SDLC, Change Management, SharePoint, Integration, Release Management, Asset Managment, ITIL, Testing, Software Documentation, Data Center, Visio, Process Improvement, Networking, PMO, Leadership, Enterprise Software, Asset Management, Functional Management, Requirements Gathering, Project Management, BMC Remedy, Disaster Recovery, Information Technology, Training, Business Process, Team Leadership, Quality Center, Project Planning, COBOL, Telecommunications, Team Management, User Acceptance Testing, Management, Business Analysis, Cisco Technologies, Infrastructure, Agile Methodologies, Waterfall, PeopleSoft, Service Delivery, Troubleshooting, ServiceNow
Education
Villanova University 2014 — 2014
Essentials in Software Testing Certification
St. Louis Community College 2005 — 2009
Associate of Arts
A.G. Edwards University 2007 — 2008
MCP Certification
Washington University in St. Louis 2006 — 2006
ITIL Certification
A.G. Edwards University 2001 — 2001
Certification
Adtran, Inc. 1998 — 1998
Certification
Beldon-Krone 1998 — 1998
Certification
Community College of the Air Force 1986 — 1988
Certification
Bishop DuBourg High School 1979 — 1983
Diploma
Charter Communications April 2015 - Present
CitiMortgage April 2012 - April 2015
Apex Systems (for Wells Fargo Advisors) April 2011 - April 2012
Scottrade June 2010 - April 2011
Wells Fargo Advisors, LLC (formerly A.G. Edwards) March 2008 - June 2010
A.G. Edwards March 2005 - March 2008
A.G. Edwards October 1998 - March 2005
A.G. Edwards January 1996 - October 1998
A.G. Edwards October 1992 - January 1996
A.G. Edwards September 1990 - October 1992
Skills
Quality Assurance, SDLC, Change Management, SharePoint, Integration, Release Management, Asset Managment, ITIL, Testing, Software Documentation, Data Center, Visio, Process Improvement, Networking, PMO, Leadership, Enterprise Software, Asset Management, Functional Management, Requirements Gathering, Project Management, BMC Remedy, Disaster Recovery, Information Technology, Training, Business Process, Team Leadership, Quality Center, Project Planning, COBOL, Telecommunications, Team Management, User Acceptance Testing, Management, Business Analysis, Cisco Technologies, Infrastructure, Agile Methodologies, Waterfall, PeopleSoft, Service Delivery, Troubleshooting, ServiceNow
Education
Villanova University 2014 — 2014
Essentials in Software Testing Certification
St. Louis Community College 2005 — 2009
Associate of Arts
A.G. Edwards University 2007 — 2008
MCP Certification
Washington University in St. Louis 2006 — 2006
ITIL Certification
A.G. Edwards University 2001 — 2001
Certification
Adtran, Inc. 1998 — 1998
Certification
Beldon-Krone 1998 — 1998
Certification
Community College of the Air Force 1986 — 1988
Certification
Bishop DuBourg High School 1979 — 1983
Diploma
David Christensen David Christensen's A.G. Edwards Experience 2006 - 2010
Job Theologian | Futures Broker
Industry Financial Services
Experience
Benchmark Trading Inc September 2011 - Present
A.G. Edwards 2006 - 2010
Allendale Inc March 1998 - September 2006
Skills
Dynamic Trader, Investments, Options, Portfolio Management, Hedging, Trading, $10000 Challenge, Investment Strategies, Financial Services, Trading Strategies, Wealth Management, Funding, Grain, Alternative Investments, Financial Markets, Capital Markets, Investment Advisory, IRAs, Hedge Funds, Futures Trading, Risk Management, Livestock, Grain merchandising, Grain Futures, Derivatives, Equities, Fixed Income, Gold, Silver, Heating Oil, Cost Control, Financial Risk, Options Trading, Finance, Dairy Marketing, Financial Advisory, Livestock Marketing, Grain Marketing, Strategic Financial..., Currency Futures
Education
Moody Bible Institute 1981 — 1984
BA, Pastoral/Greek
Atlantic Coast Seminary 2011 — 2011
Theology/Theological Studies
College of Lake County 1979 — 1981
Liberal Arts and Sciences, General Studies and Humanities
Benchmark Trading Inc September 2011 - Present
A.G. Edwards 2006 - 2010
Allendale Inc March 1998 - September 2006
Skills
Dynamic Trader, Investments, Options, Portfolio Management, Hedging, Trading, $10000 Challenge, Investment Strategies, Financial Services, Trading Strategies, Wealth Management, Funding, Grain, Alternative Investments, Financial Markets, Capital Markets, Investment Advisory, IRAs, Hedge Funds, Futures Trading, Risk Management, Livestock, Grain merchandising, Grain Futures, Derivatives, Equities, Fixed Income, Gold, Silver, Heating Oil, Cost Control, Financial Risk, Options Trading, Finance, Dairy Marketing, Financial Advisory, Livestock Marketing, Grain Marketing, Strategic Financial..., Currency Futures
Education
Moody Bible Institute 1981 — 1984
BA, Pastoral/Greek
Atlantic Coast Seminary 2011 — 2011
Theology/Theological Studies
College of Lake County 1979 — 1981
Liberal Arts and Sciences, General Studies and Humanities
Derek Blake's A.G. Edwards Experience April 2007 - January 2010
Job Director, Global Learning & OD Setting the Standard for Event Technology
Industry Hospitality
Experience
PSAV January 2010 - Present
A.G. Edwards April 2007 - January 2010
Ameriquest Capital Group March 1997 - April 2007
Education
Regis University 1999 — 2001
M.B.A., Business Administration and Management, General
Emmanuel College 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
PSAV January 2010 - Present
A.G. Edwards April 2007 - January 2010
Ameriquest Capital Group March 1997 - April 2007
Education
Regis University 1999 — 2001
M.B.A., Business Administration and Management, General
Emmanuel College 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Cody Fritz's A.G. Edwards Experience April 2006 - April 2007
Job Security Account Manager
Industry Retail
Experience
ScanSource April 2015 - Present
Marshalls October 2010 - April 2015
Target April 2007 - October 2010
A.G. Edwards April 2006 - April 2007
Skills
Store Management, Customer Service, Peer Mentoring, Staff Development, Inventory Control, Inventory Management, Sales, Sales Management, Merchandising, Retail, Loss Prevention, Visual Merchandising, Retail Sales, Profit, Shrinkage, Big Box, Driving Results, Store Operations, Hiring, Management
Education
University of South Carolina Upstate 2001 — 2006
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
College of Charleston 2000 — 2001
ScanSource April 2015 - Present
Marshalls October 2010 - April 2015
Target April 2007 - October 2010
A.G. Edwards April 2006 - April 2007
Skills
Store Management, Customer Service, Peer Mentoring, Staff Development, Inventory Control, Inventory Management, Sales, Sales Management, Merchandising, Retail, Loss Prevention, Visual Merchandising, Retail Sales, Profit, Shrinkage, Big Box, Driving Results, Store Operations, Hiring, Management
Education
University of South Carolina Upstate 2001 — 2006
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
College of Charleston 2000 — 2001
Arthur Strackhouse's A.G. Edwards Experience April 1995 - May 2008
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2008 - Present
A.G. Edwards April 1995 - May 2008
Skills
Retirement Planning, Estate Planning, Series 7, Investment Advisory, Financial Analysis, Strategic Financial..., Retirement, Portfolio Management, Financial Services, Wealth Management, Mutual Funds, Financial Advisory, Insurance, Asset Allocation, Small Business
Education
The Ohio State University 1987 — 1990
Bachelor of Science in Business Administration, Business
College for Financial Planning
Accredited Asset Management Specialist
Seneca Valley
Seneca Valley
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2008 - Present
A.G. Edwards April 1995 - May 2008
Skills
Retirement Planning, Estate Planning, Series 7, Investment Advisory, Financial Analysis, Strategic Financial..., Retirement, Portfolio Management, Financial Services, Wealth Management, Mutual Funds, Financial Advisory, Insurance, Asset Allocation, Small Business
Education
The Ohio State University 1987 — 1990
Bachelor of Science in Business Administration, Business
College for Financial Planning
Accredited Asset Management Specialist
Seneca Valley
Seneca Valley
Bruce Hunter, CFP®'s A.G. Edwards Experience April 2004 - January 2008
Job Branch Manager, First Vice PresidentInvestments, The Hunter Smith & Wood Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Hunter, Smith & Wood Financial Group of Wells Fargo Advisors LLC 2008 - Present
A.G. Edwards April 2004 - January 2008
A.G. Edwards November 1986 - April 2004
Skills
Investments, Retirement Planning, Finance, Investment Strategies, MIS, Project Planning, Retirement Income..., Fixed Income, Strategic Investment...
Education
Georgia Institute of Technology 1978 — 1983
Bachelor of Science (BS) in Industrial Management, Emphasis quantitative analysis & computer science
The Hunter, Smith & Wood Financial Group of Wells Fargo Advisors LLC 2008 - Present
A.G. Edwards April 2004 - January 2008
A.G. Edwards November 1986 - April 2004
Skills
Investments, Retirement Planning, Finance, Investment Strategies, MIS, Project Planning, Retirement Income..., Fixed Income, Strategic Investment...
Education
Georgia Institute of Technology 1978 — 1983
Bachelor of Science (BS) in Industrial Management, Emphasis quantitative analysis & computer science
Melanie Quinn Melanie Quinn's A.G. Edwards Experience May 2006 - July 2006
Job Associate Producer at Coneflower Productions
Industry Media Production
Experience
Coneflower Productions January 2013 - Present
Mediavest March 2012 - January 2013
Droga5 August 2011 - March 2012
CustomMade Ventures June 2010 - August 2011
Coneflower Productions May 2009 - August 2009
Hamilton College Alumni Office September 2007 - May 2009
Pearson Education May 2008 - August 2008
A.G. Edwards May 2006 - July 2006
Weston Junior Broadway September 2004 - May 2006
Skills
Facebook, Social Media, Marketing, Television, Blogging, Editing, Advertising
Education
Hamilton College 2006 — 2010
Bachelor's Degree, English, Spanish
Weston High School 2002 — 2006
Coneflower Productions January 2013 - Present
Mediavest March 2012 - January 2013
Droga5 August 2011 - March 2012
CustomMade Ventures June 2010 - August 2011
Coneflower Productions May 2009 - August 2009
Hamilton College Alumni Office September 2007 - May 2009
Pearson Education May 2008 - August 2008
A.G. Edwards May 2006 - July 2006
Weston Junior Broadway September 2004 - May 2006
Skills
Facebook, Social Media, Marketing, Television, Blogging, Editing, Advertising
Education
Hamilton College 2006 — 2010
Bachelor's Degree, English, Spanish
Weston High School 2002 — 2006
Stefanie Ambrosio Pontlitz's A.G. Edwards Experience July 2005 - November 2009
Job Vice President of Development, United Way of Pasco County
Industry Philanthropy
Experience
United Way of Pasco County April 2012 - Present
Chase Investment Services Corp August 2009 - March 2012
A.G. Edwards July 2005 - November 2009
BNI (Business Networking International) 2006 - 2009
Skills
Strategic Planning, Leadership, Social Media, Public Speaking, Fundraising, Social Media Marketing, Event Planning, Marketing, Public Relations, Volunteer Management, Nonprofits, Non-profits, Management, Sales, Community Outreach, Program Management, Event Management, Business Development, Team Building
Education
Florida State University 1999 — 2003
Communication, Business, Literature
United Way of Pasco County April 2012 - Present
Chase Investment Services Corp August 2009 - March 2012
A.G. Edwards July 2005 - November 2009
BNI (Business Networking International) 2006 - 2009
Skills
Strategic Planning, Leadership, Social Media, Public Speaking, Fundraising, Social Media Marketing, Event Planning, Marketing, Public Relations, Volunteer Management, Nonprofits, Non-profits, Management, Sales, Community Outreach, Program Management, Event Management, Business Development, Team Building
Education
Florida State University 1999 — 2003
Communication, Business, Literature
James E Holloway Jr.'s A.G. Edwards Experience 1999 - 2001
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Bank of America May 2002 - February 2011
Merrill Lynch Bank of America 2002 - 2011
A.G. Edwards 1999 - 2001
Education
Florida Atlantic University 1999 — 2001
Masters in Business Administration, MBA
University of Louisiana at Lafayette 1983 — 1986
Bachelors of Science, Business administration
Wells Fargo Advisors, LLC February 2011 - Present
Bank of America May 2002 - February 2011
Merrill Lynch Bank of America 2002 - 2011
A.G. Edwards 1999 - 2001
Education
Florida Atlantic University 1999 — 2001
Masters in Business Administration, MBA
University of Louisiana at Lafayette 1983 — 1986
Bachelors of Science, Business administration
Charlene (Char) Austin's A.G. Edwards Experience October 2000 - May 2006
Job Career Change Opportunity
Industry Investment Management
Experience
The Masters Group Inc November 2014 - July 2015
Waddell & Reed October 2012 - November 2014
Take Shape for Life November 2012 - October 2014
Deere Employees Credit Union Investment and Retirement Services February 2012 - August 2012
Wells Fargo Advisors May 2006 - February 2012
Max International October 2009 - January 2012
Arbonne Independent Consultant 2006 - 2010
A.G. Edwards October 2000 - May 2006
A . G. Edwards December 1999 - October 2000
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Social Networking, Sales, Employee Benefits, Small Business, Marketing, Coaching, Microsoft Office, Time Management, Leadership Development, Entrepreneurship, New Business Development, Customer Retention, Sales Management, Wellness, Event Planning, Negotiation, Management, Budgets, Business Development, Marketing Strategy
Education
Drake University 1991 — 1993
BSBA, Business
Drake University 1991 — 1993
Bachelor's degree, Business Administration, Management and Operations
The Masters Group Inc November 2014 - July 2015
Waddell & Reed October 2012 - November 2014
Take Shape for Life November 2012 - October 2014
Deere Employees Credit Union Investment and Retirement Services February 2012 - August 2012
Wells Fargo Advisors May 2006 - February 2012
Max International October 2009 - January 2012
Arbonne Independent Consultant 2006 - 2010
A.G. Edwards October 2000 - May 2006
A . G. Edwards December 1999 - October 2000
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Social Networking, Sales, Employee Benefits, Small Business, Marketing, Coaching, Microsoft Office, Time Management, Leadership Development, Entrepreneurship, New Business Development, Customer Retention, Sales Management, Wellness, Event Planning, Negotiation, Management, Budgets, Business Development, Marketing Strategy
Education
Drake University 1991 — 1993
BSBA, Business
Drake University 1991 — 1993
Bachelor's degree, Business Administration, Management and Operations
Jonathan (J.W.) Postal Jonathan (J.W.) Postal's A.G. Edwards Experience 1997 - 2006
Job Chief Development Officer at SunShare
Industry Renewables & Environment
Experience
SunShare December 2013 - Present
Milender White Construction Co. November 2012 - December 2013
Main Street Power October 2008 - October 2012
Elected Member of Democratic National Committee August 2000 - August 2008
Strategies, LLC 2006 - 2008
A.G. Edwards 1997 - 2006
Skills
Construction Management, Solar Energy, Start-ups, Cleantech, Renewable Energy, Energy, Project Finance, Strategic Partnerships, Strategy, Contract Negotiation, Business Development, Sustainability, Project Management, Sustainable Energy, Energy Efficiency, Venture Capital, Alternative Energy, Wind, Photovoltaics, Mergers & Acquisitions, Due Diligence, Finance, Valuation, Corporate Development, Private Equity, Project Planning, Strategic Planning, Leadership
Education
Georgetown University 1993 — 1995
MA, Public Policy
University of Colorado at Boulder 1986 — 1990
BA, History, Political Science
Ardsley High School 1982 — 1986
HS Diploma
SunShare December 2013 - Present
Milender White Construction Co. November 2012 - December 2013
Main Street Power October 2008 - October 2012
Elected Member of Democratic National Committee August 2000 - August 2008
Strategies, LLC 2006 - 2008
A.G. Edwards 1997 - 2006
Skills
Construction Management, Solar Energy, Start-ups, Cleantech, Renewable Energy, Energy, Project Finance, Strategic Partnerships, Strategy, Contract Negotiation, Business Development, Sustainability, Project Management, Sustainable Energy, Energy Efficiency, Venture Capital, Alternative Energy, Wind, Photovoltaics, Mergers & Acquisitions, Due Diligence, Finance, Valuation, Corporate Development, Private Equity, Project Planning, Strategic Planning, Leadership
Education
Georgetown University 1993 — 1995
MA, Public Policy
University of Colorado at Boulder 1986 — 1990
BA, History, Political Science
Ardsley High School 1982 — 1986
HS Diploma
Brian Doak, CFP®'s A.G. Edwards Experience January 2002 - September 2007
Job Senior Vice President; Founding Partner of Legacy Wealth Group
Industry Financial Services
Experience
Legacy Wealth Group of David A. Noyes & Company March 2009 - Present
Merrill Lynch September 2007 - March 2009
A.G. Edwards January 2002 - September 2007
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., 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, Portfolio Management
Education
Duquesne University 1999 — 2001
Bachelor of Science (BS), Marketing and Sports Marketing
Lake Michigan College 1997 — 1999
Associates Degree, Business Administration and Management, General
St. Joseph High School 1994 — 1997
Legacy Wealth Group of David A. Noyes & Company March 2009 - Present
Merrill Lynch September 2007 - March 2009
A.G. Edwards January 2002 - September 2007
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., 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, Portfolio Management
Education
Duquesne University 1999 — 2001
Bachelor of Science (BS), Marketing and Sports Marketing
Lake Michigan College 1997 — 1999
Associates Degree, Business Administration and Management, General
St. Joseph High School 1994 — 1997
Jack Adolph Jack Adolph's A.G. Edwards Experience May 2003 - September 2006
Job Financial Advisor with SWS Financial Services
Industry Financial Services
Experience
N/A January 2009 - Present
SWS Finance 2009 - 2012
Merrill Lynch September 2006 - March 2009
A.G. Edwards May 2003 - September 2006
Skills
Retirement Planning, Estate Planning, Finance, Sales, Portfolio Management, Securities, Financial Advisory, Small Business, Wealth Management, Strategic Planning, Investments, Management Consulting, Asset Management, Wealth
Education
Golden Gate University 1984 — 1985
Master of Business Administration (M.B.A.), Financial Planning and Services
United States Naval Academy 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Mathematics
N/A January 2009 - Present
SWS Finance 2009 - 2012
Merrill Lynch September 2006 - March 2009
A.G. Edwards May 2003 - September 2006
Skills
Retirement Planning, Estate Planning, Finance, Sales, Portfolio Management, Securities, Financial Advisory, Small Business, Wealth Management, Strategic Planning, Investments, Management Consulting, Asset Management, Wealth
Education
Golden Gate University 1984 — 1985
Master of Business Administration (M.B.A.), Financial Planning and Services
United States Naval Academy 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Mathematics
Clayton Waldie Clayton Waldie's A.G. Edwards Experience August 2002 - October 2004
Job Director of Sales and Marketing at CD Hartnett
Industry Food & Beverages
Experience
Hartnett March 2015 - Present
US Foods October 2007 - March 2015
Sysco October 2004 - October 2007
A.G. Edwards August 2002 - October 2004
AG Financial Solutions April 2000 - August 2002
Skills
Food Service, Grocery, Key Account Development, National Accounts, Sales Operations, Direct Store Delivery, Business Networking, Distributors, P&L, IRI, Sales, Shopper Marketing, Consumer Products, Market Planning, Sales Presentations, Food, Cold Calling, Sales Management, Outside Sales, Account Management, Territory Development, Catering, Customer Service, Marketing
Education
Evangel University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing, Management and Finance
Hartnett March 2015 - Present
US Foods October 2007 - March 2015
Sysco October 2004 - October 2007
A.G. Edwards August 2002 - October 2004
AG Financial Solutions April 2000 - August 2002
Skills
Food Service, Grocery, Key Account Development, National Accounts, Sales Operations, Direct Store Delivery, Business Networking, Distributors, P&L, IRI, Sales, Shopper Marketing, Consumer Products, Market Planning, Sales Presentations, Food, Cold Calling, Sales Management, Outside Sales, Account Management, Territory Development, Catering, Customer Service, Marketing
Education
Evangel University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing, Management and Finance
Gary Wing Gary Wing's A.G. Edwards Experience September 1999 - September 2004
Job Assoc. Wealth Mgt. Advisor at Sparks & Associates
Industry Financial Services
Experience
Sparks Financial, Northwestern Mutual September 2004 - Present
Northwestern Mutual Financial Network 2004 - Present
A.G. Edwards September 1999 - September 2004
Education
Colorado State University 1986 — 1989
Accounting
Sparks Financial, Northwestern Mutual September 2004 - Present
Northwestern Mutual Financial Network 2004 - Present
A.G. Edwards September 1999 - September 2004
Education
Colorado State University 1986 — 1989
Accounting
Connie Mueller Connie Mueller's A.G. Edwards Experience November 2004 - June 2005
Job Senior BA Account Strategy & Solutions / VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors June 2005 - January 2011
A.G. Edwards November 2004 - June 2005
A.G. Edwards March 2001 - November 2004
MOHELA January 1996 - March 2001
MOHELA January 1992 - January 1996
MOHELA January 1990 - 1992
MoHela January 1989 - January 1990
MoHELA January 1988 - January 1989
Skills
Team Management, Program Management, Project Management, Process Improvement, Negotiation, Vendor Management, Leadership, Customer Service, Team Building, Risk Management, SDLC, Software Project..., Mergers & Acquisitions, Financial Services, Training, Cross-functional Team..., Management, Banking, Business Process..., Project Portfolio...
Education
Fontbonne University 1993 — 1995
MBA
University of Missouri-Saint Louis 1982 — 1992
Bachelor
Wynford High School 1979 — 1982
High School
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors June 2005 - January 2011
A.G. Edwards November 2004 - June 2005
A.G. Edwards March 2001 - November 2004
MOHELA January 1996 - March 2001
MOHELA January 1992 - January 1996
MOHELA January 1990 - 1992
MoHela January 1989 - January 1990
MoHELA January 1988 - January 1989
Skills
Team Management, Program Management, Project Management, Process Improvement, Negotiation, Vendor Management, Leadership, Customer Service, Team Building, Risk Management, SDLC, Software Project..., Mergers & Acquisitions, Financial Services, Training, Cross-functional Team..., Management, Banking, Business Process..., Project Portfolio...
Education
Fontbonne University 1993 — 1995
MBA
University of Missouri-Saint Louis 1982 — 1992
Bachelor
Wynford High School 1979 — 1982
High School
Jeff Massot Jeff Massot's A.G. Edwards Experience 1999 - 2004
Job Senior Product Engineer at Savvis
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions July 2010 - Present
Maryville Technologies October 1997 - July 2010
Thomson Reuters 2001 - October 2009
Reuters 2001 - 2009
SSM Health Care 2004 - 2007
A.G. Edwards 1999 - 2004
Monsanto June 1982 - September 1997
Skills
Data Center, Disaster Recovery, Virtualization, Cloud Computing, Storage, Linux, HP-UX, VMware, Storage Area Networks, SAN, Enterprise Architecture, Integration, ITIL, Unix, High Availability, Solution Architecture, Servers, IT Strategy, SaaS, Windows Server, VMware ESX, Cisco Technologies, IT Service Management, HP
Education
Saint Louis University 1984 — 1988
MBA, Finance
Taylor University 1980 — 1982
BS, Accounting
Covenant College 1978 — 1980
Business
CenturyLink Technology Solutions July 2010 - Present
Maryville Technologies October 1997 - July 2010
Thomson Reuters 2001 - October 2009
Reuters 2001 - 2009
SSM Health Care 2004 - 2007
A.G. Edwards 1999 - 2004
Monsanto June 1982 - September 1997
Skills
Data Center, Disaster Recovery, Virtualization, Cloud Computing, Storage, Linux, HP-UX, VMware, Storage Area Networks, SAN, Enterprise Architecture, Integration, ITIL, Unix, High Availability, Solution Architecture, Servers, IT Strategy, SaaS, Windows Server, VMware ESX, Cisco Technologies, IT Service Management, HP
Education
Saint Louis University 1984 — 1988
MBA, Finance
Taylor University 1980 — 1982
BS, Accounting
Covenant College 1978 — 1980
Business
Rob Blinn - ITIL v3, ST Rob Blinn - ITIL v3, ST's A.G. Edwards Experience September 2005 - February 2009
Job Manager II, ISD Store Operations Heath & Wealness and Specialty Items at Walmart
Industry Retail
Experience
Walmart March 2015 - Present
Walmart June 2014 - March 2015
Walmart August 2011 - June 2014
Kaskaskia College December 2009 - August 2011
A.G. Edwards September 2005 - February 2009
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. July 2003 - September 2005
A.G. Edwards & Sons, Inc. March 1999 - July 2003
A.G. Edwards & Sons, Inc. July 1996 - March 1999
TRI-COR Industries, Inc June 1994 - July 1996
Skills
ITIL v3 Foundations..., Change Management, Leadership, Servant Leadership, Product Management, Application Lifecycle..., Infrastructure..., IT Management, SDLC
Education
Webster University 1994 — 1996
Masters, Computer Resouce Information Management
Greenville College 1990 — 1994
BS, Management Information Systems
Wesclin 1986 — 1990
Walmart March 2015 - Present
Walmart June 2014 - March 2015
Walmart August 2011 - June 2014
Kaskaskia College December 2009 - August 2011
A.G. Edwards September 2005 - February 2009
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. July 2003 - September 2005
A.G. Edwards & Sons, Inc. March 1999 - July 2003
A.G. Edwards & Sons, Inc. July 1996 - March 1999
TRI-COR Industries, Inc June 1994 - July 1996
Skills
ITIL v3 Foundations..., Change Management, Leadership, Servant Leadership, Product Management, Application Lifecycle..., Infrastructure..., IT Management, SDLC
Education
Webster University 1994 — 1996
Masters, Computer Resouce Information Management
Greenville College 1990 — 1994
BS, Management Information Systems
Wesclin 1986 — 1990
Joe Hodges Joe Hodges's A.G. Edwards Experience 1998 - October 2002
Job Member at M Financial Group
Industry Investment Management
Experience
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
Ramelle Timm Ramelle Timm's A.G. Edwards Experience July 1997 - November 2007
Job Vehicle Supply Analyst at Toyota Motor Sales Kansas City Regional Office
Industry Automotive
Experience
Toyota Motor Sales - Kansas City Regional Office June 2014 - Present
Toyota Motor Sales - Kansas City Regional Office September 2013 - June 2014
Immanuel Lutheran Church June 2010 - June 2014
Fitness Plus More April 2001 - May 2013
Scandinavian Co-Op LLC September 2010 - January 2013
Triune Financial Partners, LLC November 2007 - October 2009
A.G. Edwards July 1997 - November 2007
Skills
Community Outreach, Volunteer Management, Theology, Fundraising, Team Building, Leadership Development, Strategic Planning, Preaching, Budgets, Coaching, Organizational..., Project Management, Contract Negotiation, Healthcare, Non-profit..., Small Business, Workers Compensation, Banking, Church Events, Public Speaking, Leadership, Nonprofits, Event Planning, Discipleship, Pastoral Care, Program Development, Religion, Editing, Public Relations, Biblical Studies, Teaching
Education
Valparaiso University 1976 — 1979
Bachelor of Arts, Theology
Concordia University-Wisconsin 1974 — 1976
Associate of Arts (A.A.)
Toyota Motor Sales - Kansas City Regional Office June 2014 - Present
Toyota Motor Sales - Kansas City Regional Office September 2013 - June 2014
Immanuel Lutheran Church June 2010 - June 2014
Fitness Plus More April 2001 - May 2013
Scandinavian Co-Op LLC September 2010 - January 2013
Triune Financial Partners, LLC November 2007 - October 2009
A.G. Edwards July 1997 - November 2007
Skills
Community Outreach, Volunteer Management, Theology, Fundraising, Team Building, Leadership Development, Strategic Planning, Preaching, Budgets, Coaching, Organizational..., Project Management, Contract Negotiation, Healthcare, Non-profit..., Small Business, Workers Compensation, Banking, Church Events, Public Speaking, Leadership, Nonprofits, Event Planning, Discipleship, Pastoral Care, Program Development, Religion, Editing, Public Relations, Biblical Studies, Teaching
Education
Valparaiso University 1976 — 1979
Bachelor of Arts, Theology
Concordia University-Wisconsin 1974 — 1976
Associate of Arts (A.A.)
Kate Heacox Kate Heacox's A.G. Edwards Experience February 2002 - January 2004
Job Realtor/Independent Contractor
Industry Real Estate
Experience
Allen Tate Realtors June 2014 - Present
HM Properties December 2013 - June 2014
A.G. Edwards & Sons, Inc March 2006 - March 2007
Allen Tate Realtors October 2003 - October 2004
A.G. Edwards February 2002 - January 2004
Skills
Marketing, Real Estate
Education
College of Charleston 1994 — 1997
BS, Psychology
The Aveda Institute
UNC-Chapel Hill
Allen Tate Realtors June 2014 - Present
HM Properties December 2013 - June 2014
A.G. Edwards & Sons, Inc March 2006 - March 2007
Allen Tate Realtors October 2003 - October 2004
A.G. Edwards February 2002 - January 2004
Skills
Marketing, Real Estate
Education
College of Charleston 1994 — 1997
BS, Psychology
The Aveda Institute
UNC-Chapel Hill
Joshua M. Greenwald, CFP® Joshua M. Greenwald, CFP®'s A.G. Edwards Experience July 1997 - November 2006
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2006 - Present
A.G. Edwards July 1997 - November 2006
Skills
Retirement Planning, Wealth Management, Investments, Financial Advisory, Finance, Wealth, Investment Management, Risk Management, Financial Analysis, Portfolio Management
Education
College for Financial Planning 2007 — 2008
CFP Certification Professional Educational Program
Lafayette College 1993 — 1997
Bachelor's Degree, Business/Economics and Psychology
The Park School
High School
Wells Fargo Advisors November 2006 - Present
A.G. Edwards July 1997 - November 2006
Skills
Retirement Planning, Wealth Management, Investments, Financial Advisory, Finance, Wealth, Investment Management, Risk Management, Financial Analysis, Portfolio Management
Education
College for Financial Planning 2007 — 2008
CFP Certification Professional Educational Program
Lafayette College 1993 — 1997
Bachelor's Degree, Business/Economics and Psychology
The Park School
High School
Heather White Heather White's A.G. Edwards Experience 2005 - 2006
Job Sr. Financial Analyst at EMC
Industry Computer Networking
Experience
EMC November 2013 - Present
Cisco Systems September 2010 - August 2013
Duke University December 2009 - September 2010
Duke University December 2007 - December 2009
IBM October 2006 - November 2007
IBM January 2006 - October 2006
A.G. Edwards 2005 - 2006
Skills
Account Reconciliation, Project Management, Account Management, Financial Analysis, Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, Process Improvement, Essbase, Financial Modeling, Variance Analysis, Data Analysis, Access, Analysis, Hyperion Enterprise, Revenue Recognition, MS Excel Pivot Tables, G/L Reconciliations, SOP 97-2, Team-oriented, Business Analysis, Budgets
Education
East Carolina University - College of Business
Master of Business Administration (M.B.A.)
Elon University - Martha and Spencer Love School of Business
Bachelor of Business Administration (B.B.A.), Business Administration & Accounting
Liberty H.S
EMC November 2013 - Present
Cisco Systems September 2010 - August 2013
Duke University December 2009 - September 2010
Duke University December 2007 - December 2009
IBM October 2006 - November 2007
IBM January 2006 - October 2006
A.G. Edwards 2005 - 2006
Skills
Account Reconciliation, Project Management, Account Management, Financial Analysis, Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, Process Improvement, Essbase, Financial Modeling, Variance Analysis, Data Analysis, Access, Analysis, Hyperion Enterprise, Revenue Recognition, MS Excel Pivot Tables, G/L Reconciliations, SOP 97-2, Team-oriented, Business Analysis, Budgets
Education
East Carolina University - College of Business
Master of Business Administration (M.B.A.)
Elon University - Martha and Spencer Love School of Business
Bachelor of Business Administration (B.B.A.), Business Administration & Accounting
Liberty H.S
Richard Carson Richard Carson's A.G. Edwards Experience September 2004 - December 2004
Job VP / Director of Operations at Star & Shield Group
Industry Insurance
Experience
Star & Shield Group April 2014 - Present
Star & Shield Group October 2012 - Present
Star & Shield Group August 2012 - October 2012
Star & Shield Group December 2010 - August 2012
Aon Benfield March 2010 - August 2010
Aon Benfield September 2008 - March 2010
Benfield Inc. 2006 - 2008
Arthur J. Gallagher June 2005 - August 2005
Citizens Property Insurance January 2005 - May 2005
A.G. Edwards September 2004 - December 2004
Skills
Insurance, Reinsurance, Forecasting, Operational Efficiency, System Deployment, Financial Analysis, Data Analysis, Business Analysis, Business Analytics, Financial Risk, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, Analysis, Management, Property & Casualty..., General Insurance, Program Management, Risk Management
Education
Florida State University 2001 — 2006
Bachelor of Science
Florida State University - College of Business 2001 — 2006
Bachelors of Science
Leon High School
Star & Shield Group April 2014 - Present
Star & Shield Group October 2012 - Present
Star & Shield Group August 2012 - October 2012
Star & Shield Group December 2010 - August 2012
Aon Benfield March 2010 - August 2010
Aon Benfield September 2008 - March 2010
Benfield Inc. 2006 - 2008
Arthur J. Gallagher June 2005 - August 2005
Citizens Property Insurance January 2005 - May 2005
A.G. Edwards September 2004 - December 2004
Skills
Insurance, Reinsurance, Forecasting, Operational Efficiency, System Deployment, Financial Analysis, Data Analysis, Business Analysis, Business Analytics, Financial Risk, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, Analysis, Management, Property & Casualty..., General Insurance, Program Management, Risk Management
Education
Florida State University 2001 — 2006
Bachelor of Science
Florida State University - College of Business 2001 — 2006
Bachelors of Science
Leon High School
Joe Britt Joe Britt's A.G. Edwards Experience September 1997 - October 2007
Job Senior Vice President at FTN Financial
Industry Investment Banking
Experience
FTN Financial February 2013 - Present
Wells Fargo Securities December 2008 - February 2013
Wachovia Securities October 2007 - December 2008
A.G. Edwards September 1997 - October 2007
Skills
Public Finance, Investment Banking, Municipal Bonds, Bonds, Capital Markets, Bond Markets, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Financial Advisory, Series 7, Series 63, Mergers & Acquisitions
Education
Cornell University 1993 — 1997
BA, Economics
St. Louis University High School 1989 — 1993
FTN Financial February 2013 - Present
Wells Fargo Securities December 2008 - February 2013
Wachovia Securities October 2007 - December 2008
A.G. Edwards September 1997 - October 2007
Skills
Public Finance, Investment Banking, Municipal Bonds, Bonds, Capital Markets, Bond Markets, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Financial Advisory, Series 7, Series 63, Mergers & Acquisitions
Education
Cornell University 1993 — 1997
BA, Economics
St. Louis University High School 1989 — 1993
John Vincent, CFP® John Vincent, CFP®'s A.G. Edwards Experience October 1997 - December 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James December 2009 - Present
A.G. Edwards October 1997 - December 2009
Merrill Lynch December 1988 - October 1997
Skills
Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Securities
Education
Northern Illinois University
Bachelor of Science (B.S.), Secondary Education
College for Financial Planning
Certified Financial Planner
Raymond James December 2009 - Present
A.G. Edwards October 1997 - December 2009
Merrill Lynch December 1988 - October 1997
Skills
Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Securities
Education
Northern Illinois University
Bachelor of Science (B.S.), Secondary Education
College for Financial Planning
Certified Financial Planner
Jeremy Cooper Jeremy Cooper's A.G. Edwards Experience 1997 - 1998
Job Partner & Director of Relocation, GMST, Cooper & Cooper Real Estate
Industry Real Estate
Experience
Cooper & Cooper Real Estate February 2004 - Present
Banc of America Securities July 2000 - February 2003
KSDK-TV December 1997 - August 1998
A.G. Edwards 1997 - 1998
WJCL-TV 1996 - 1997
WWCP-TV 1995 - 1996
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Penn State University 1994 — 1996
BS, Meteorology
Northwestern University 1990 — 1994
BA, With Honors, Environmental Sciences
USDS
Cooper & Cooper Real Estate February 2004 - Present
Banc of America Securities July 2000 - February 2003
KSDK-TV December 1997 - August 1998
A.G. Edwards 1997 - 1998
WJCL-TV 1996 - 1997
WWCP-TV 1995 - 1996
Skills
Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Penn State University 1994 — 1996
BS, Meteorology
Northwestern University 1990 — 1994
BA, With Honors, Environmental Sciences
USDS
John Carty-Campbell, CFP®, MBA John Carty-Campbell, CFP®, MBA's A.G. Edwards Experience March 2006 - June 2008
Job Senior Partner A Better Financial Group
Industry Financial Services
Experience
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
Jeff Akright Jeff Akright's A.G. Edwards Experience February 1994 - January 2002
Job Financial Advisor
Industry Investment Management
Experience
BOK Financial March 2015 - Present
VALIC September 2011 - March 2015
INTRUST Bank October 2007 - January 2009
Commerce Bancshares, Inc. January 2002 - April 2007
A.G. Edwards February 1994 - January 2002
Skills
Retirement Income..., Personal Financial..., Investment Strategies, CTFA, Securities, Retirement, Series 7, Asset Allocation, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, Equities, Estate Planning, Investment Management, Mutual Funds, Series 63, Alternative Investments, Financial Planners
Education
Eastern Illinois University 1989 — 1992
BS, Finance
BOK Financial March 2015 - Present
VALIC September 2011 - March 2015
INTRUST Bank October 2007 - January 2009
Commerce Bancshares, Inc. January 2002 - April 2007
A.G. Edwards February 1994 - January 2002
Skills
Retirement Income..., Personal Financial..., Investment Strategies, CTFA, Securities, Retirement, Series 7, Asset Allocation, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, Equities, Estate Planning, Investment Management, Mutual Funds, Series 63, Alternative Investments, Financial Planners
Education
Eastern Illinois University 1989 — 1992
BS, Finance
Sean Sunderlage, CFP®, ChFC, CLU, CRPC Sean Sunderlage, CFP®, ChFC, CLU, CRPC's A.G. Edwards Experience 1997 - 2002
Job Financial Advisor at Edward Jones
Industry Insurance
Experience
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Ron Gruber's A.G. Edwards Experience December 1995 - December 1996
Job Vice President CItizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services December 1996 - Present
A.G. Edwards December 1995 - December 1996
Paine Webber April 1993 - December 1995
Skills
Asset Managment, Fixed Annuities, Strategic Financial..., Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Retirement Planning, Investments, 401k, Securities, Fixed Income, Financial Analysis, Series 24, Series 65, Estate Planning, Multi-generational..., Licensed Life Insurance..., Retail Banking, Financial Planning, Mergers, Alternative Investments, Asset Management, FINRA, High Net Worth..., Life Insurance
Education
Fairleigh Dickinson University 1982 — 1985
MBA, FINANCE, 3.7
Queen's College 1975 — 1979
Bachelor of Arts (B.A.), Accounting, 3.0
Citizens Investment Services December 1996 - Present
A.G. Edwards December 1995 - December 1996
Paine Webber April 1993 - December 1995
Skills
Asset Managment, Fixed Annuities, Strategic Financial..., Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Retirement Planning, Investments, 401k, Securities, Fixed Income, Financial Analysis, Series 24, Series 65, Estate Planning, Multi-generational..., Licensed Life Insurance..., Retail Banking, Financial Planning, Mergers, Alternative Investments, Asset Management, FINRA, High Net Worth..., Life Insurance
Education
Fairleigh Dickinson University 1982 — 1985
MBA, FINANCE, 3.7
Queen's College 1975 — 1979
Bachelor of Arts (B.A.), Accounting, 3.0
Adam Schwallier Adam Schwallier's A.G. Edwards Experience August 2005 - September 2007
Job President, Schwallier Wealth Management LLC
Industry Investment Management
Experience
Schwallier Wealth Management LLC September 2007 - Present
A.G. Edwards August 2005 - September 2007
Morgan Stanley June 2001 - August 2005
Lincoln Financial Group April 1997 - May 2001
Skills
Wealth Management, Mutual Funds, Retirement, Financial Planning, Pensions, Estate Planning, Insurance, Annuities, Investments, Asset Allocation, Excel, Asset Management, Portfolio Management, Retirement Planning, Equities, Investment Advisory, IRA's, Investment Strategies, Retirement Income..., Financial Advisory, High Net Worth..., Fixed Income, Bonds, Securities
Education
University of Michigan 1991 — 1996
Bachelor of Science, Mathematics of Finance
Grand Rapids Community College 1992 — 1993
Bachelor of Science (B.S.), Mathematics of Finance
West Catholic High School 1987 — 1991
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Schwallier Wealth Management LLC September 2007 - Present
A.G. Edwards August 2005 - September 2007
Morgan Stanley June 2001 - August 2005
Lincoln Financial Group April 1997 - May 2001
Skills
Wealth Management, Mutual Funds, Retirement, Financial Planning, Pensions, Estate Planning, Insurance, Annuities, Investments, Asset Allocation, Excel, Asset Management, Portfolio Management, Retirement Planning, Equities, Investment Advisory, IRA's, Investment Strategies, Retirement Income..., Financial Advisory, High Net Worth..., Fixed Income, Bonds, Securities
Education
University of Michigan 1991 — 1996
Bachelor of Science, Mathematics of Finance
Grand Rapids Community College 1992 — 1993
Bachelor of Science (B.S.), Mathematics of Finance
West Catholic High School 1987 — 1991
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Michael Zuccarello Michael Zuccarello's A.G. Edwards Experience October 1991 - October 2007
Job Strategic Communications Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Frank Pritchard Frank Pritchard's A.G. Edwards Experience March 1986 - March 1988
Job Investment Manager for B.F.Pritchard
Industry Investment Management
Experience
B. F. Pritchard & Co. March 2002 - Present
Lakeside Metals 2000 - 2002
International Medical Sytems 1998 - 2000
Microsol Corporation 1996 - 1998
Georg International 1994 - 1996
National Material Co. 1992 - 1994
Marlen Trading 1990 - 1992
Uddeholms AB 1989 - 1990
A.G. Edwards March 1986 - March 1988
Siderius 1985 - 1986
Skills
Steel, Team Building, Petroleum, Manufacturing, Stainless Steel, Negotiation, Cross-functional Team..., Program Management, Contract Negotiation, Vendor Management, Project Planning, Process Improvement, Troubleshooting, Customer Service, Sales, Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1958 — 1960
Bachelor of Science (BS), Industrial & Management Engineering
Trinity College-Hartford 1965 — 1967
Master of Arts (M.A.), Economics
New York University 1951 — 1953
pre engineering, Civil Engineering
Stuyvesant High School 1947 — 1951
Science Diploma, Science
B. F. Pritchard & Co. March 2002 - Present
Lakeside Metals 2000 - 2002
International Medical Sytems 1998 - 2000
Microsol Corporation 1996 - 1998
Georg International 1994 - 1996
National Material Co. 1992 - 1994
Marlen Trading 1990 - 1992
Uddeholms AB 1989 - 1990
A.G. Edwards March 1986 - March 1988
Siderius 1985 - 1986
Skills
Steel, Team Building, Petroleum, Manufacturing, Stainless Steel, Negotiation, Cross-functional Team..., Program Management, Contract Negotiation, Vendor Management, Project Planning, Process Improvement, Troubleshooting, Customer Service, Sales, Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1958 — 1960
Bachelor of Science (BS), Industrial & Management Engineering
Trinity College-Hartford 1965 — 1967
Master of Arts (M.A.), Economics
New York University 1951 — 1953
pre engineering, Civil Engineering
Stuyvesant High School 1947 — 1951
Science Diploma, Science
Peggy Cribb, AAMS Peggy Cribb, AAMS's A.G. Edwards Experience June 2002 - September 2006
Job Owner at Precision Bookkeeping Services
Industry Accounting
Experience
Mark Farner, CPA, P.A. June 2013 - Present
Precision Bookkeeping Services February 2013 - Present
Karen J. Martin CPA PA February 2012 - June 2013
Bankers Life and Casualty September 2011 - February 2012
City of Eustis, Florida September 2006 - January 2011
A.G. Edwards June 2002 - September 2006
Independent June 1987 - June 2002
Skills
Long-term Care, Bookkeeping, QuickBooks, Financial Accounting, Financial Reporting, Payroll Services, Payroll Analysis, Payroll Taxes, Tax Preparation, Sales & Use Tax, Government Accounting, Financial Analysis, Strategic Financial..., Retirement Planning, Grant Writing, Grant Administration, Accounting, Accruals, Bank Reconciliation, Customer Service, Finance, Financial Advisory, Financial Statements, Insurance, Journal Entries, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Small Business, Strategic Planning
Education
College for Financial Planning
AAMS, Accredited Asset Management Specialist
University of Central Florida
Mark Farner, CPA, P.A. June 2013 - Present
Precision Bookkeeping Services February 2013 - Present
Karen J. Martin CPA PA February 2012 - June 2013
Bankers Life and Casualty September 2011 - February 2012
City of Eustis, Florida September 2006 - January 2011
A.G. Edwards June 2002 - September 2006
Independent June 1987 - June 2002
Skills
Long-term Care, Bookkeeping, QuickBooks, Financial Accounting, Financial Reporting, Payroll Services, Payroll Analysis, Payroll Taxes, Tax Preparation, Sales & Use Tax, Government Accounting, Financial Analysis, Strategic Financial..., Retirement Planning, Grant Writing, Grant Administration, Accounting, Accruals, Bank Reconciliation, Customer Service, Finance, Financial Advisory, Financial Statements, Insurance, Journal Entries, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Small Business, Strategic Planning
Education
College for Financial Planning
AAMS, Accredited Asset Management Specialist
University of Central Florida
Rick Faust, CFA Rick Faust, CFA's A.G. Edwards Experience 2003 - 2004
Job President at Faust Capital Management, LLC
Industry Investment Management
Experience
Faust Capital Management, LLC 2009 - Present
Collins Stewart June 2006 - December 2007
C.E. Unterberg, Towbin March 2005 - June 2006
A.G. Edwards 2003 - 2004
Adams Harkness 1999 - 2003
Kaufman Bros. 1997 - 1999
Skills
Equities, Portfolio Management, Semiconductors, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
MSEE, Digital Signal Processing
Cornell University 1982 — 1986
BS, Electrical Engineering
Faust Capital Management, LLC 2009 - Present
Collins Stewart June 2006 - December 2007
C.E. Unterberg, Towbin March 2005 - June 2006
A.G. Edwards 2003 - 2004
Adams Harkness 1999 - 2003
Kaufman Bros. 1997 - 1999
Skills
Equities, Portfolio Management, Semiconductors, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
MSEE, Digital Signal Processing
Cornell University 1982 — 1986
BS, Electrical Engineering
Jim Moultrup Jim Moultrup's A.G. Edwards Experience January 2000 - January 2002
Job President, MS, CFP® at Moultrup Financial
Industry Financial Services
Experience
Moultrup Financial January 2002 - Present
A.G. Edwards January 2000 - January 2002
Morgan Stanley June 1992 - January 2000
University of Utah, Graduate School of Business, SBDC 1988 - 1992
Brazilian Start Up 1987 - 1988
Management Perspectives Group 1986 - 1987
Danco Metal Products 1984 - 1985
Skills
Personal Financial..., Investments, Investment and..., Portfolio Optimization..., Dividend Stocks, Business Strategy, Demographic Trends, Online Research, Public Speaking, Author, Seminar Presentation, Market Forecasting and..., Series 24: Registered..., Series 7: Registered..., Insurance Licensed:..., Job Design and..., Computerized Quality..., Analysis of Fiscal and..., Motivation and...
Education
College for Financial Planning 1994 — 1995
Certified Financial Planner Education Program
University of Utah 1982 — 1984
Master of Science, Financial Economics
University of Utah 1978 — 1982
B.S., Financial Economics
Moultrup Financial January 2002 - Present
A.G. Edwards January 2000 - January 2002
Morgan Stanley June 1992 - January 2000
University of Utah, Graduate School of Business, SBDC 1988 - 1992
Brazilian Start Up 1987 - 1988
Management Perspectives Group 1986 - 1987
Danco Metal Products 1984 - 1985
Skills
Personal Financial..., Investments, Investment and..., Portfolio Optimization..., Dividend Stocks, Business Strategy, Demographic Trends, Online Research, Public Speaking, Author, Seminar Presentation, Market Forecasting and..., Series 24: Registered..., Series 7: Registered..., Insurance Licensed:..., Job Design and..., Computerized Quality..., Analysis of Fiscal and..., Motivation and...
Education
College for Financial Planning 1994 — 1995
Certified Financial Planner Education Program
University of Utah 1982 — 1984
Master of Science, Financial Economics
University of Utah 1978 — 1982
B.S., Financial Economics
Michael Riley, AAMS Michael Riley, AAMS's A.G. Edwards Experience March 2005 - July 2006
Job Managing Sales Director at MetLife Solutions Group
Industry Financial Services
Experience
MetLife March 2009 - Present
Merrill Lynch August 2006 - March 2009
A.G. Edwards March 2005 - July 2006
Ameriprise Financial Services, Inc. April 2005 - May 2005
Morgan Stanley February 2003 - April 2003
Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care
Education
Fairfield University 2001 — 2005
BS, Mgmt & Finance
Mountain Lakes High School 2001 — 2005
High School/Secondary Diplomas and Certificates
MetLife March 2009 - Present
Merrill Lynch August 2006 - March 2009
A.G. Edwards March 2005 - July 2006
Ameriprise Financial Services, Inc. April 2005 - May 2005
Morgan Stanley February 2003 - April 2003
Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care
Education
Fairfield University 2001 — 2005
BS, Mgmt & Finance
Mountain Lakes High School 2001 — 2005
High School/Secondary Diplomas and Certificates
Douglas W. Stewart, CFP® Douglas W. Stewart, CFP®'s A.G. Edwards Experience October 2000 - September 2008
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2008 - Present
A.G. Edwards October 2000 - September 2008
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds
Education
Ferris State University 1981 — 1985
Bachelor of Science, Marketing
Homestead HS
Raymond James October 2008 - Present
A.G. Edwards October 2000 - September 2008
Skills
Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds
Education
Ferris State University 1981 — 1985
Bachelor of Science, Marketing
Homestead HS
Edward F. Caputo, CRPC®, AAMS® Edward F. Caputo, CRPC®, AAMS®'s A.G. Edwards Experience 2005 - 2007
Job Senior Financial Advisor at IAA
Industry Financial Services
Experience
IAA March 2007 - Present
A.G. Edwards 2005 - 2007
International Assets Holding Corporation 2004 - 2005
G-Trade Bermuda 2000 - 2004
Mongtomery Asset Management 1998 - 2000
Citibank Singapore 1994 - 1998
Lehman Brothers Japan 1991 - 1994
Morgan Stanley 1981 - 1991
Skills
Retirement Planning, Investments, Retirement, Estate Planning, Insurance, Financial Services, Wealth, Financial Analysis, Small Business, Finance, Bonds, Financial Planners, Wealth Management, Strategic Financial..., Hedge Funds, Securities, Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Fixed Annuities, Equities, Asset Management, Financial Planning
Education
College for Financial Planning
AAMS, Asset Management
New York Institute of Finance 1978 — 1980
Finance, Finance, Operations and Administration
John Adams H.S. 1973 — 1977
Regents
IAA March 2007 - Present
A.G. Edwards 2005 - 2007
International Assets Holding Corporation 2004 - 2005
G-Trade Bermuda 2000 - 2004
Mongtomery Asset Management 1998 - 2000
Citibank Singapore 1994 - 1998
Lehman Brothers Japan 1991 - 1994
Morgan Stanley 1981 - 1991
Skills
Retirement Planning, Investments, Retirement, Estate Planning, Insurance, Financial Services, Wealth, Financial Analysis, Small Business, Finance, Bonds, Financial Planners, Wealth Management, Strategic Financial..., Hedge Funds, Securities, Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Fixed Annuities, Equities, Asset Management, Financial Planning
Education
College for Financial Planning
AAMS, Asset Management
New York Institute of Finance 1978 — 1980
Finance, Finance, Operations and Administration
John Adams H.S. 1973 — 1977
Regents
William M Johansen Jr's A.G. Edwards Experience September 1996 - July 2002
Job Vice President, Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
Wells Fargo Bank November 2006 - September 2010
Wells Fargo Bank April 2003 - November 2006
Prudential Securities December 2002 - February 2003
A.G. Edwards September 1996 - July 2002
CDC Federal Credit Union August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Financial Advisory, Investments, Credit, Securities Lending, Mortgage Lending, Home Equity Lines of..., Commercial Lending, Banking, Securities
Education
Florida State University 1991 — 1995
Bachelor of Science, Political Science
Morgan Stanley October 2010 - Present
Wells Fargo Bank November 2006 - September 2010
Wells Fargo Bank April 2003 - November 2006
Prudential Securities December 2002 - February 2003
A.G. Edwards September 1996 - July 2002
CDC Federal Credit Union August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Financial Advisory, Investments, Credit, Securities Lending, Mortgage Lending, Home Equity Lines of..., Commercial Lending, Banking, Securities
Education
Florida State University 1991 — 1995
Bachelor of Science, Political Science
Wm. Michael Cody, CFA Wm. Michael Cody, CFA's A.G. Edwards Experience June 2001 - October 2002
Job Senior Vice PresidentPortfolio Manager at Commerce Bank
Industry Financial Services
Experience
Commerce Bancshares, Inc. February 2006 - Present
CFA Society of St. Louis July 2008 - June 2009
Fifth Third Bank October 2002 - December 2005
A.G. Edwards June 2001 - October 2002
MetLife/Conning Asset Management/General American Investment Management Co. March 1995 - June 2001
Walnut Street Securities March 1988 - March 1995
Skills
Asset Management, Investment Strategies, Fixed Income, Bloomberg, Investments, Equities, Mutual Funds, Securities, Real Estate, Financial Analysis, Trading, Due Diligence, Asset Allocation, Economics, Investment Advisory, Investment Management, Bonds, Equity Research, Loans, Financial Advisory
Education
Marquette University
B.S., Finance and Economics
Drake University
M.B.A., Business Administration
Commerce Bancshares, Inc. February 2006 - Present
CFA Society of St. Louis July 2008 - June 2009
Fifth Third Bank October 2002 - December 2005
A.G. Edwards June 2001 - October 2002
MetLife/Conning Asset Management/General American Investment Management Co. March 1995 - June 2001
Walnut Street Securities March 1988 - March 1995
Skills
Asset Management, Investment Strategies, Fixed Income, Bloomberg, Investments, Equities, Mutual Funds, Securities, Real Estate, Financial Analysis, Trading, Due Diligence, Asset Allocation, Economics, Investment Advisory, Investment Management, Bonds, Equity Research, Loans, Financial Advisory
Education
Marquette University
B.S., Finance and Economics
Drake University
M.B.A., Business Administration
Casey Martin Casey Martin's A.G. Edwards Experience June 2006 - August 2006
Job Senior Manager, 3D Georgia
Industry Sports
Experience
3d Lacrosse August 2015 - Present
University of Michigan September 2013 - August 2015
Vassar College August 2012 - September 2013
Wagner College September 2010 - July 2012
English Lacrosse Association August 2009 - May 2010
IMG August 2007 - December 2007
Deutsche Bank Golf Championship Intern August 2007 - August 2007
Smith Barney June 2007 - August 2007
A.G. Edwards June 2006 - August 2006
Education
Wagner College 2010 — 2012
MBA, Management
Fairfield University 2004 — 2008
Finance, Finance
Fayetteville-Manlius High School 2000 — 2004
3d Lacrosse August 2015 - Present
University of Michigan September 2013 - August 2015
Vassar College August 2012 - September 2013
Wagner College September 2010 - July 2012
English Lacrosse Association August 2009 - May 2010
IMG August 2007 - December 2007
Deutsche Bank Golf Championship Intern August 2007 - August 2007
Smith Barney June 2007 - August 2007
A.G. Edwards June 2006 - August 2006
Education
Wagner College 2010 — 2012
MBA, Management
Fairfield University 2004 — 2008
Finance, Finance
Fayetteville-Manlius High School 2000 — 2004
Peter Zagrobelny Peter Zagrobelny's A.G. Edwards Experience March 2005 - August 2007
Job Citi Personal Wealth Management Advisor at Citi
Industry Financial Services
Experience
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Ken Szafranski Ken Szafranski's A.G. Edwards Experience 1987 - 1992
Job Client Services ManagerService Sales at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems February 2012 - Present
Avaya September 2010 - January 2012
Outsourcing Independent Consultant January 2010 - September 2010
Pivetal August 2009 - December 2009
Nortel Networks September 1996 - March 2009
Nortel Networks June 2000 - June 2007
Nortel Networks 1997 - May 2000
murchison investment bankers 1994 - 1996
A.G. Edwards 1987 - 1992
Skills
Outsourcing, Managed Services, SLA, Telecommunications, Solution Selling, Consultative Selling, Channel, Direct Sales, Contract Negotiations, Sales Management, Sales Process, Cross-functional Team..., P&L Management, Unified Communications, Strategic Partnerships, Vendor Management, Program Management, Account Management, Call Center, P&L, Strategic Planning, New Business Development, Alliances, Data Center, SaaS, International Business, Business Management, Contract Negotiation, Team Leadership, Channel Management, Professional Services, Operations Management, Sales, Competitive Analysis, Selling, Product Marketing, Channel Partners, Networking, Sla, Customer Satisfaction, Pre-sales, Strategy, Management, Key Account Management, Business Development, Go-to-market Strategy, CRM, Executive Management, Call Centers, Leadership
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, International Business
Eastern Illinois University 1980 — 1984
B.S., Business
RTHS 1976 — 1980
Cisco Systems February 2012 - Present
Avaya September 2010 - January 2012
Outsourcing Independent Consultant January 2010 - September 2010
Pivetal August 2009 - December 2009
Nortel Networks September 1996 - March 2009
Nortel Networks June 2000 - June 2007
Nortel Networks 1997 - May 2000
murchison investment bankers 1994 - 1996
A.G. Edwards 1987 - 1992
Skills
Outsourcing, Managed Services, SLA, Telecommunications, Solution Selling, Consultative Selling, Channel, Direct Sales, Contract Negotiations, Sales Management, Sales Process, Cross-functional Team..., P&L Management, Unified Communications, Strategic Partnerships, Vendor Management, Program Management, Account Management, Call Center, P&L, Strategic Planning, New Business Development, Alliances, Data Center, SaaS, International Business, Business Management, Contract Negotiation, Team Leadership, Channel Management, Professional Services, Operations Management, Sales, Competitive Analysis, Selling, Product Marketing, Channel Partners, Networking, Sla, Customer Satisfaction, Pre-sales, Strategy, Management, Key Account Management, Business Development, Go-to-market Strategy, CRM, Executive Management, Call Centers, Leadership
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, International Business
Eastern Illinois University 1980 — 1984
B.S., Business
RTHS 1976 — 1980
Sean R. Barbour Sean R. Barbour's A.G. Edwards Experience March 2005 - December 2007
Job Financial Advisor InterGen Advisors Securities offered through First Allied Securities Inc., Member FINRA/SIPC
Industry Investment Management
Experience
InterGen Advisors January 2008 - Present
A.G. Edwards March 2005 - December 2007
Skills
Finance, Securities, Investments, Mutual Funds, Investment Advisory, Estate Planning, Financial Markets, Series 7, Wealth Management, Financial Advisory, Retirement Planning, Strategic Financial..., Investment Management, Fixed Annuities, Retirement
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Gettysburg College 1998 — 2002
B.A., Business Management
Fox Chapel Area High School 1994 — 1998
InterGen Advisors January 2008 - Present
A.G. Edwards March 2005 - December 2007
Skills
Finance, Securities, Investments, Mutual Funds, Investment Advisory, Estate Planning, Financial Markets, Series 7, Wealth Management, Financial Advisory, Retirement Planning, Strategic Financial..., Investment Management, Fixed Annuities, Retirement
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Gettysburg College 1998 — 2002
B.A., Business Management
Fox Chapel Area High School 1994 — 1998
Jessica Burbrink's A.G. Edwards Experience 2001 - 2008
Job Registered Financial Consultant
Industry Financial Services
Experience
The Patzer Group, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2013
A.G. Edwards 2001 - 2008
Education
Indiana University Bloomington 1985 — 1988
BA, Sociology
Indiana University South Bend 1984 — 1985
Business
Earlham College 1983 — 1984
transfer, Biology
The Patzer Group, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2013
A.G. Edwards 2001 - 2008
Education
Indiana University Bloomington 1985 — 1988
BA, Sociology
Indiana University South Bend 1984 — 1985
Business
Earlham College 1983 — 1984
transfer, Biology
Sandra J. Wagner, CFP® Sandra J. Wagner, CFP®'s A.G. Edwards Experience August 2005 - March 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Wagner Planning March 2009 - Present
A.G. Edwards August 2005 - March 2009
Morgan Stanley 2001 - 2005
Education
George Fox University
BS, Business and Economics
The American College 2004 — 2006
CFP® Certification Curriculum
Wagner Planning March 2009 - Present
A.G. Edwards August 2005 - March 2009
Morgan Stanley 2001 - 2005
Education
George Fox University
BS, Business and Economics
The American College 2004 — 2006
CFP® Certification Curriculum
Scott Davenport Scott Davenport's A.G. Edwards Experience April 1986 - July 1986
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management February 2013 - Present
Index Futures Group October 2012 - February 2013
Peregrine Financial Group December 2011 - September 2012
Global Leverage October 2010 - December 2011
Opportunities In Options September 1992 - October 2010
Rosenthal Collins Group July 1990 - September 1992
Harris-Feld June 1989 - July 1990
First Options of Chicago December 1987 - June 1989
Flynn Trading July 1986 - December 1987
A.G. Edwards April 1986 - July 1986
Skills
Options, Futures, Commodity Risk..., Technical Analysis, Risk Management, Option Pricing Models, Trading, Trading Systems, Elliott Wave Theory, Options Trading..., Commodity Trading, Market Analysis, Equity Derivatives, Currency Trading, Interest Rate..., Metals, Grains, Energy Derivatives, Pricing Strategy, Financial Analysis, Risk Assessment, Wealth Management, Commodity Markets, Foreign Exchange, Equities, Traders, Options Strategies, Grain, FX trading, Financial Markets, FINRA, Currency, Investments, Commodity, Trading Strategies, Financial Risk, FX Options, Alternative Investments, Equity Trading, Electronic Trading, Hedge Funds, Proprietary Trading, ETFs, Bonds, Derivatives, Hedging, Securities, Fixed Income, Investment Strategies, FX Trading
Education
East Tennessee State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Sevier County High School 1977 — 1981
Merrill Lynch Wealth Management February 2013 - Present
Index Futures Group October 2012 - February 2013
Peregrine Financial Group December 2011 - September 2012
Global Leverage October 2010 - December 2011
Opportunities In Options September 1992 - October 2010
Rosenthal Collins Group July 1990 - September 1992
Harris-Feld June 1989 - July 1990
First Options of Chicago December 1987 - June 1989
Flynn Trading July 1986 - December 1987
A.G. Edwards April 1986 - July 1986
Skills
Options, Futures, Commodity Risk..., Technical Analysis, Risk Management, Option Pricing Models, Trading, Trading Systems, Elliott Wave Theory, Options Trading..., Commodity Trading, Market Analysis, Equity Derivatives, Currency Trading, Interest Rate..., Metals, Grains, Energy Derivatives, Pricing Strategy, Financial Analysis, Risk Assessment, Wealth Management, Commodity Markets, Foreign Exchange, Equities, Traders, Options Strategies, Grain, FX trading, Financial Markets, FINRA, Currency, Investments, Commodity, Trading Strategies, Financial Risk, FX Options, Alternative Investments, Equity Trading, Electronic Trading, Hedge Funds, Proprietary Trading, ETFs, Bonds, Derivatives, Hedging, Securities, Fixed Income, Investment Strategies, FX Trading
Education
East Tennessee State University 1981 — 1985
Bachelor of Business Administration (BBA), Marketing
Sevier County High School 1977 — 1981
Troy Zimmerman Troy Zimmerman's A.G. Edwards Experience February 2005 - May 2007
Job Principal and Wealth Advisor at Propel Investment Management
Industry Financial Services
Experience
Propel Investment Management January 2009 - Present
LPL Financial June 2007 - Present
A.G. Edwards February 2005 - May 2007
Zimmerman Ford August 2003 - February 2005
Skills
Estate Planning, Portfolio Management, Financial Modeling, Wealth, Investments, Securities, Life Insurance, Long Term Care Insurance, Retirement, Risk Management, Financial Services, 401k Rollovers, IRAs, Finance, Employee Benefits, Series 7, Retirement Planning
Education
College for Financial Planning 2005 — 2005
AAMS, Accredited Asset Management Specialist
Taylor University 1999 — 2003
Propel Investment Management January 2009 - Present
LPL Financial June 2007 - Present
A.G. Edwards February 2005 - May 2007
Zimmerman Ford August 2003 - February 2005
Skills
Estate Planning, Portfolio Management, Financial Modeling, Wealth, Investments, Securities, Life Insurance, Long Term Care Insurance, Retirement, Risk Management, Financial Services, 401k Rollovers, IRAs, Finance, Employee Benefits, Series 7, Retirement Planning
Education
College for Financial Planning 2005 — 2005
AAMS, Accredited Asset Management Specialist
Taylor University 1999 — 2003
John D. Duffy, CPWA John D. Duffy, CPWA's A.G. Edwards Experience April 2002 - October 2008
Job Partner, Director of Retirement Plan Services at Cribstone Capital Management, LLC
Industry Investment Management
Experience
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
Chris Spires, CRPS®'s A.G. Edwards Experience June 1998 - June 2003
Job Cofounder & Managing Director at Lakeview Capital Management, LLC
Industry Financial Services
Experience
Lakeview Capital Management, LLC January 2010 - Present
Smith Barney June 2003 - January 2010
A.G. Edwards June 1998 - June 2003
Skills
Wealth Management, Retirement Planning, Financial Analysis, Insurance, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Asset Managment, Asset Management, Fixed Income, Series 63, Retirement, Alternative Investments, High Net Worth..., Management, Asset Allocation, Securities, Finance, Wealth Management..., Mutual Funds, Mergers & Acquisitions, Equities
Education
Florida State University 1993 — 1998
B.A, Economics
Lakeview Capital Management, LLC January 2010 - Present
Smith Barney June 2003 - January 2010
A.G. Edwards June 1998 - June 2003
Skills
Wealth Management, Retirement Planning, Financial Analysis, Insurance, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Asset Managment, Asset Management, Fixed Income, Series 63, Retirement, Alternative Investments, High Net Worth..., Management, Asset Allocation, Securities, Finance, Wealth Management..., Mutual Funds, Mergers & Acquisitions, Equities
Education
Florida State University 1993 — 1998
B.A, Economics
Louis Vision Louis Vision's A.G. Edwards Experience January 1997 - January 2010
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James January 2010 - Present
A.G. Edwards January 1997 - January 2010
United States Air Force June 1990 - October 1995
Martin Marietta September 1990 - May 1991
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Investments, Finance
Education
Wright State University 1992 — 1995
M.B.A., Finance
Drexel University 1985 — 1990
B.S., Mechanical Engineering
Wilson High School 1982 — 1985
Raymond James January 2010 - Present
A.G. Edwards January 1997 - January 2010
United States Air Force June 1990 - October 1995
Martin Marietta September 1990 - May 1991
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Investments, Finance
Education
Wright State University 1992 — 1995
M.B.A., Finance
Drexel University 1985 — 1990
B.S., Mechanical Engineering
Wilson High School 1982 — 1985
Greg Wulkowicz Greg Wulkowicz's A.G. Edwards Experience October 2005 - December 2006
Job Experienced Financial Professional
Industry Financial Services
Experience
MetLife Financial Services June 2008 - July 2009
Regions Bank February 2006 - June 2008
A.G. Edwards October 2005 - December 2006
New Vista Enterprises, LLC July 1998 - September 2005
First Union May 1986 - June 1998
Skills
Financial Analysis, Management, Budgeting, Customer Service, Retail, Private Banking, Investments, Underwriting, Accounting, Business Development, Small Business
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Health Care, 3.85
DePaul University 1976 — 1978
MBA, Finance
Northern Illinois University 1972 — 1976
BS, Finance
MetLife Financial Services June 2008 - July 2009
Regions Bank February 2006 - June 2008
A.G. Edwards October 2005 - December 2006
New Vista Enterprises, LLC July 1998 - September 2005
First Union May 1986 - June 1998
Skills
Financial Analysis, Management, Budgeting, Customer Service, Retail, Private Banking, Investments, Underwriting, Accounting, Business Development, Small Business
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Health Care, 3.85
DePaul University 1976 — 1978
MBA, Finance
Northern Illinois University 1972 — 1976
BS, Finance
Lucretia Smith Lucretia Smith's A.G. Edwards Experience May 2004 - May 2005
Job IT/Customer Support Analyst at Sedgwick County
Industry Government Administration
Experience
lasmith.ichooseoptimalhealth.com May 2014 - Present
Sedgwick County August 2007 - Present
The Pampered Chef September 2010 - September 2013
INVISTA July 2005 - July 2006
A.G. Edwards May 2004 - May 2005
Skills
Customer Service, Training, Organizational..., Program Management, Team Building, Project Management, Coaching, Process Improvement, Strategic Planning, Leadership, Policy, Change Management, Leadership Development, Microsoft Office, Business Analysis, Public Speaking, Access, Analysis, Management, Event Planning, Budgets
Education
Friends University 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cowley College 2000 — 2005
Associate's degree
Campus High School
lasmith.ichooseoptimalhealth.com May 2014 - Present
Sedgwick County August 2007 - Present
The Pampered Chef September 2010 - September 2013
INVISTA July 2005 - July 2006
A.G. Edwards May 2004 - May 2005
Skills
Customer Service, Training, Organizational..., Program Management, Team Building, Project Management, Coaching, Process Improvement, Strategic Planning, Leadership, Policy, Change Management, Leadership Development, Microsoft Office, Business Analysis, Public Speaking, Access, Analysis, Management, Event Planning, Budgets
Education
Friends University 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cowley College 2000 — 2005
Associate's degree
Campus High School
Andy Small's A.G. Edwards Experience April 1998 - August 2003
Job Financial Services Legal & Compliance Executive
Industry Financial Services
Experience
Craig-Hallum Capital Group May 2015 - Present
Scottrade August 2003 - November 2014
A.G. Edwards April 1998 - August 2003
FINRA (formerly NASD Regulation) August 1996 - April 1998
CBOE January 1993 - April 1995
US Navy JAGC 1989 - 1994
Skills
Risk Management, Compliance, Securities, FINRA, Investments, Financial Risk, Mutual Funds, Securities Regulation, Financial Services, AML, Equities, Series 63, Trading, Capital Markets, Alternative Investments, Series 7, Due Diligence, Derivatives, Fixed Income, Asset Management, Private Equity, USA PATRIOT Act, Options, Financial Markets, Broker-Dealer, Series 24, Banking, Corporate Governance, Corporate Law, Hedge Funds, SEC, OFAC, Anti Money Laundering
Education
DePaul University College of Law 1985 — 1988
JD
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.)
St Ignatius 1977 — 1981
Craig-Hallum Capital Group May 2015 - Present
Scottrade August 2003 - November 2014
A.G. Edwards April 1998 - August 2003
FINRA (formerly NASD Regulation) August 1996 - April 1998
CBOE January 1993 - April 1995
US Navy JAGC 1989 - 1994
Skills
Risk Management, Compliance, Securities, FINRA, Investments, Financial Risk, Mutual Funds, Securities Regulation, Financial Services, AML, Equities, Series 63, Trading, Capital Markets, Alternative Investments, Series 7, Due Diligence, Derivatives, Fixed Income, Asset Management, Private Equity, USA PATRIOT Act, Options, Financial Markets, Broker-Dealer, Series 24, Banking, Corporate Governance, Corporate Law, Hedge Funds, SEC, OFAC, Anti Money Laundering
Education
DePaul University College of Law 1985 — 1988
JD
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.)
St Ignatius 1977 — 1981
Chip Grace Chip Grace's A.G. Edwards Experience 1994 - 1996
Job Partner at May River Capital, LLC
Industry Venture Capital & Private Equity
Experience
May River Capital, LLC December 2011 - Present
Wynnchurch Capital March 2000 - March 2011
GE Capital 1999 - 1999
Salomon Smith Barney 1996 - 1998
A.G. Edwards 1994 - 1996
Education
The University of Chicago Booth School of Business 1998 — 2000
M.B.A.
Duke University 1990 — 1994
B.A.
John Burroughs School 1983 — 1990
May River Capital, LLC December 2011 - Present
Wynnchurch Capital March 2000 - March 2011
GE Capital 1999 - 1999
Salomon Smith Barney 1996 - 1998
A.G. Edwards 1994 - 1996
Education
The University of Chicago Booth School of Business 1998 — 2000
M.B.A.
Duke University 1990 — 1994
B.A.
John Burroughs School 1983 — 1990
Karen Ogard, CFP®, CIMA®'s A.G. Edwards Experience April 1983 - October 2009
Job The Ogard Boh Group | Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. October 2009 - Present
A.G. Edwards April 1983 - October 2009
Skills
Strategy, Investments, Portfolio Management, Management, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Accounting
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™, CFP®
The University of North Dakota 1975 — 1979
Bachelor of Science, Business Administration
Robert W. Baird & Co. October 2009 - Present
A.G. Edwards April 1983 - October 2009
Skills
Strategy, Investments, Portfolio Management, Management, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Accounting
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™, CFP®
The University of North Dakota 1975 — 1979
Bachelor of Science, Business Administration
Richard L. Sanford, II Richard L. Sanford, II's A.G. Edwards Experience September 1997 - December 2002
Job President / Portfolio Manager Whitener Capital Management, Inc.
Industry Investment Management
Experience
Whitener Capital Management, Inc. December 2009 - Present
Whitener Capital Management, Inc. January 2004 - December 2009
Whitener Capital Management January 2003 - December 2009
A.G. Edwards September 1997 - December 2002
Skills
Portfolio Management, Financial Planning, Asset Allocation, Asset Management, Investments, Asset Managment, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Series 7, Financial Advisory, Investment Strategies, Hedge Funds, Retirement Planning, Series 63, Finance, 401k, Alternative Investments
Education
East Carolina University - College of Business 2002 — 2007
MBA, Finance
East Carolina University 1990 — 1995
BA, Economics
Whitener Capital Management, Inc. December 2009 - Present
Whitener Capital Management, Inc. January 2004 - December 2009
Whitener Capital Management January 2003 - December 2009
A.G. Edwards September 1997 - December 2002
Skills
Portfolio Management, Financial Planning, Asset Allocation, Asset Management, Investments, Asset Managment, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Series 7, Financial Advisory, Investment Strategies, Hedge Funds, Retirement Planning, Series 63, Finance, 401k, Alternative Investments
Education
East Carolina University - College of Business 2002 — 2007
MBA, Finance
East Carolina University 1990 — 1995
BA, Economics
Matthew Ramos, MBA, CFP®'s A.G. Edwards Experience November 2001 - January 2004
Job Senior Portfolio Manager at Sullivan, Bruyette, Speros & Blaney
Industry Investment Management
Experience
Sullivan, Bruyette, Speros & Blaney January 2014 - Present
Capital Fiduciary Advisors October 2012 - December 2013
MTX Wealth Management February 2007 - October 2012
SFX Sports/Financial Advisory Management Enterprises January 2004 - February 2007
A.G. Edwards November 2001 - January 2004
Bank of America August 1995 - February 2001
Chase Manhattan Bank June 1994 - August 1994
Vanguard June 1990 - July 1993
Skills
Due Diligence, Investment Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Finance, Executive Management, Business Development, Strategic Partnerships, Financial Modeling, Strategic Planning, Microsoft Excel, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Sullivan, Bruyette, Speros & Blaney January 2014 - Present
Capital Fiduciary Advisors October 2012 - December 2013
MTX Wealth Management February 2007 - October 2012
SFX Sports/Financial Advisory Management Enterprises January 2004 - February 2007
A.G. Edwards November 2001 - January 2004
Bank of America August 1995 - February 2001
Chase Manhattan Bank June 1994 - August 1994
Vanguard June 1990 - July 1993
Skills
Due Diligence, Investment Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Finance, Executive Management, Business Development, Strategic Partnerships, Financial Modeling, Strategic Planning, Microsoft Excel, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Clifton Ellis Clifton Ellis's A.G. Edwards Experience July 2000 - August 2006
Job Teacher of Mathematics at Hazelwood Schools
Industry Education Management
Experience
Hazelwood Schools August 2011 - Present
A.G. Edwards July 2000 - August 2006
Skills
Teaching, Tutoring, Curriculum Design, Lesson Planning, Curriculum Development, Educational Technology, Mathematics Education, Teacher Training, Educational Leadership, Algebra, Classroom Management, E-Learning, Staff Development, Secondary Education, Differentiated..., Higher Education, Instructional Design, Public Speaking, Geometry
Education
Fontbonne University 2005 — 2006
Master of Science (MS), Educational/Instructional Technology
Missouri Western State University 1974 — 1979
Bachelor of Science (BS), Secondary Education and Teaching
Hazelwood Schools August 2011 - Present
A.G. Edwards July 2000 - August 2006
Skills
Teaching, Tutoring, Curriculum Design, Lesson Planning, Curriculum Development, Educational Technology, Mathematics Education, Teacher Training, Educational Leadership, Algebra, Classroom Management, E-Learning, Staff Development, Secondary Education, Differentiated..., Higher Education, Instructional Design, Public Speaking, Geometry
Education
Fontbonne University 2005 — 2006
Master of Science (MS), Educational/Instructional Technology
Missouri Western State University 1974 — 1979
Bachelor of Science (BS), Secondary Education and Teaching
Walter Sikora Walter Sikora's A.G. Edwards Experience 2000 - 2007
Job Server Technical Engineer II at Stifel Nicolaus
Industry Computer Networking
Experience
Stifel Nicolaus April 2009 - Present
TEK Systems June 2007 - December 2008
A.G. Edwards 2000 - 2007
MCI Worldcom\GC Services July 1996 - July 2000
Belleville Area College July 1991 - September 1994
USAF February 1971 - March 1991
Skills
Xen, Citrix, Computer Hardware, XP, Troubleshooting, Hardware, Software Installation, Cisco Technologies, Citrix Metaframe, Networking, Disaster Recovery, Data Center, Software Documentation, TCP/IP, VMware, Technical Support, Switches, Servers, Windows XP, SharePoint, Active Directory
Education
Community College of the Air Force 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Information Systems Technology
Immaculata HS Somerville, NJ 1967 — 1969
Associate of Science (A.S.), Information Technology
Stifel Nicolaus April 2009 - Present
TEK Systems June 2007 - December 2008
A.G. Edwards 2000 - 2007
MCI Worldcom\GC Services July 1996 - July 2000
Belleville Area College July 1991 - September 1994
USAF February 1971 - March 1991
Skills
Xen, Citrix, Computer Hardware, XP, Troubleshooting, Hardware, Software Installation, Cisco Technologies, Citrix Metaframe, Networking, Disaster Recovery, Data Center, Software Documentation, TCP/IP, VMware, Technical Support, Switches, Servers, Windows XP, SharePoint, Active Directory
Education
Community College of the Air Force 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Information Systems Technology
Immaculata HS Somerville, NJ 1967 — 1969
Associate of Science (A.S.), Information Technology
Daidre J. Bakke Daidre J. Bakke's A.G. Edwards Experience May 2000 - November 2002
Job Certified Retirement Counselor ®
Industry Financial Services
Experience
The Legend Group May 2006 - Present
A.G. Edwards May 2000 - November 2002
HealthPartners 1994 - 1998
Skills
Retirement Planning, Investments, Retirement, Insurance, 401k, Mutual Funds, Term Life Insurance, Fixed Annuities, IRAs, Asset Allocation, Series 7, Financial Advisory, Strategic Financial..., 401k Rollovers, Small Business, Investment Advisory, Wealth Accumulation, Portfolio Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1991
Masters of Science
Concordia College 1984 — 1988
BA
Proctor High School
The Legend Group May 2006 - Present
A.G. Edwards May 2000 - November 2002
HealthPartners 1994 - 1998
Skills
Retirement Planning, Investments, Retirement, Insurance, 401k, Mutual Funds, Term Life Insurance, Fixed Annuities, IRAs, Asset Allocation, Series 7, Financial Advisory, Strategic Financial..., 401k Rollovers, Small Business, Investment Advisory, Wealth Accumulation, Portfolio Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1991
Masters of Science
Concordia College 1984 — 1988
BA
Proctor High School
Jerry Olivetti Jerry Olivetti's A.G. Edwards Experience 1998 - 2001
Job President at Olivetti Capital
Industry Financial Services
Experience
Olivetti Capital 2002 - Present
Alex Brown 2001 - 2002
A.G. Edwards 1998 - 2001
Smith Barney 1990 - 1998
Skills
Business Development, Investment Banking, Strategic Planning, Risk Management, Entrepreneurship, Investments, Investment Strategies, New Business Development, Internal Communications, Sales, Strategy, Strategic Partnerships
Education
Connecticut College 1985 — 1989
Holderness School 1981 — 1985
Olivetti Capital 2002 - Present
Alex Brown 2001 - 2002
A.G. Edwards 1998 - 2001
Smith Barney 1990 - 1998
Skills
Business Development, Investment Banking, Strategic Planning, Risk Management, Entrepreneurship, Investments, Investment Strategies, New Business Development, Internal Communications, Sales, Strategy, Strategic Partnerships
Education
Connecticut College 1985 — 1989
Holderness School 1981 — 1985
Chris Hain Chris Hain's A.G. Edwards Experience December 2003 - May 2007
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors June 2009 - February 2013
Wachovia Securities May 2007 - May 2009
A.G. Edwards December 2003 - May 2007
Delta Air Lines April 2000 - October 2002
US Navy 1982 - 1988
Skills
Finance, Investments, Series 7, Risk Management, Financial Analysis, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Securities, Program Management, Series 63, Strategic Financial..., Asset Allocation, Asset Management
Education
Embry Riddle Aeronautical University-Prescott 1978 — 1982
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors June 2009 - February 2013
Wachovia Securities May 2007 - May 2009
A.G. Edwards December 2003 - May 2007
Delta Air Lines April 2000 - October 2002
US Navy 1982 - 1988
Skills
Finance, Investments, Series 7, Risk Management, Financial Analysis, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Securities, Program Management, Series 63, Strategic Financial..., Asset Allocation, Asset Management
Education
Embry Riddle Aeronautical University-Prescott 1978 — 1982
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Lauren Lamb Lauren Lamb's A.G. Edwards Experience March 2005 - August 2005
Job Partner at Steidl & Steinberg
Industry Law Practice
Experience
Steidl & Steinberg, P.C. February 2009 - Present
M&A September 2008 - February 2009
Internal Revenue Service May 2006 - April 2008
Office of Chief Counsel May 2007 - August 2007
A.G. Edwards March 2005 - August 2005
Blackhawk High School 2003 - 2004
Dollar General 2002 - 2004
Skills
Bankruptcy, Chapter 13 Bankruptcy, Creditors' Rights, Appeals, Chapter 7
Education
Duquesne University School of Law 2005 — 2008
JD
Mercyhurst College 2001 — 2005
Bachelor of Arts, Political Science/Business Management
Blackhawk High School 1997 — 2001
Diploma, College Prep
Steidl & Steinberg, P.C. February 2009 - Present
M&A September 2008 - February 2009
Internal Revenue Service May 2006 - April 2008
Office of Chief Counsel May 2007 - August 2007
A.G. Edwards March 2005 - August 2005
Blackhawk High School 2003 - 2004
Dollar General 2002 - 2004
Skills
Bankruptcy, Chapter 13 Bankruptcy, Creditors' Rights, Appeals, Chapter 7
Education
Duquesne University School of Law 2005 — 2008
JD
Mercyhurst College 2001 — 2005
Bachelor of Arts, Political Science/Business Management
Blackhawk High School 1997 — 2001
Diploma, College Prep
Scott Shriver Scott Shriver's A.G. Edwards Experience 1990 - 2000
Job Senior Vice President at Dreyfus
Industry Financial Services
Experience
Dreyfus Investments November 2006 - Present
Morgan Stanley April 2005 - November 2006
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 2000 - January 2003
A.G. Edwards 1990 - 2000
Skills
Mutual Funds, Series 7, Investments, Asset Management, Alternative Investments, Equities, Financial Advisory, Series 63, Wealth Management, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Financial Markets, Separately Managed..., Hedge Funds, Bonds, SMA, Sales Management, Series 66
Education
Frostburg State University 1985 — 1989
BS, Political Science and History
Dreyfus Investments November 2006 - Present
Morgan Stanley April 2005 - November 2006
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 2000 - January 2003
A.G. Edwards 1990 - 2000
Skills
Mutual Funds, Series 7, Investments, Asset Management, Alternative Investments, Equities, Financial Advisory, Series 63, Wealth Management, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Financial Markets, Separately Managed..., Hedge Funds, Bonds, SMA, Sales Management, Series 66
Education
Frostburg State University 1985 — 1989
BS, Political Science and History
Phil Guerrero, CFP® Phil Guerrero, CFP®'s A.G. Edwards Experience January 1997 - October 2007
Job
Industry Financial Services
Experience
PMG Wealth Management October 2007 - Present
Lake Zurich Area Chamber of Commerce January 2009 - December 2010
A.G. Edwards January 1997 - October 2007
Skills
Financial Planning, Asset Management, Wealth Transfer, Investments, Retirement Planning, Strategic Financial..., Wealth, Asset Managment, Investment Management, Wealth Management, Securities, Finance, Estate Planning, Small Business, Retirement, Mutual Funds, Portfolio Management, Investment Strategies, Series 7, 401k, Asset Allocation, Alternative Investments, Financial Services, ETFs, Equities, Bonds, Fixed Income
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner (CFP) Program
Illinois State University 1993 — 1997
Finance Degree:, Emhasis on Finance, Economics, Investments
PMG Wealth Management October 2007 - Present
Lake Zurich Area Chamber of Commerce January 2009 - December 2010
A.G. Edwards January 1997 - October 2007
Skills
Financial Planning, Asset Management, Wealth Transfer, Investments, Retirement Planning, Strategic Financial..., Wealth, Asset Managment, Investment Management, Wealth Management, Securities, Finance, Estate Planning, Small Business, Retirement, Mutual Funds, Portfolio Management, Investment Strategies, Series 7, 401k, Asset Allocation, Alternative Investments, Financial Services, ETFs, Equities, Bonds, Fixed Income
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner (CFP) Program
Illinois State University 1993 — 1997
Finance Degree:, Emhasis on Finance, Economics, Investments
D.Erik Grimestad D.Erik Grimestad's A.G. Edwards Experience May 2004 - August 2006
Job Value Offered as a Sales Professional
Industry Marketing and Advertising
Experience
Sentry Insurance July 2012 - Present
Comcast/Open LLC June 2006 - July 2012
TILLMAN TRUST January 2003 - October 2009
A.G. Edwards May 2004 - August 2006
Skills
Cold Calling, Sales Process, Sales Operations, Selling, Marketing, Account Management, Salesforce.com, Direct Sales, New Business Development, Sales, Sales Management, Marketing Strategy, Management, Advertising, Leadership, Training
Education
ELMHURST COLLEGEMay 2006 2002 — 2006
Bachelors Degree, Marketing/Finance/Communications Minor
Elmhurst College 2002 — 2006
Double Major, Finance/Marketing
Sentry Insurance July 2012 - Present
Comcast/Open LLC June 2006 - July 2012
TILLMAN TRUST January 2003 - October 2009
A.G. Edwards May 2004 - August 2006
Skills
Cold Calling, Sales Process, Sales Operations, Selling, Marketing, Account Management, Salesforce.com, Direct Sales, New Business Development, Sales, Sales Management, Marketing Strategy, Management, Advertising, Leadership, Training
Education
ELMHURST COLLEGEMay 2006 2002 — 2006
Bachelors Degree, Marketing/Finance/Communications Minor
Elmhurst College 2002 — 2006
Double Major, Finance/Marketing
Mark Rozner's A.G. Edwards Experience 2003 - April 2006
Job Program Manager One Revenue Cycle at Providence Health & Services
Industry Health, Wellness and Fitness
Experience
Providence Health & Services February 2014 - Present
CNSI September 2013 - February 2014
Providence Health & Services February 2011 - September 2013
BJC HealthCare August 2009 - February 2011
Hospital Sisters Health System April 2008 - June 2009
MasterCard October 2006 - April 2008
WellPoint May 2006 - October 2006
A.G. Edwards 2003 - April 2006
Missouri SNIP 2000 - 2001
Healthcare Consulting of St. Louis 1999 - 2001
Skills
Healthcare Information..., Process Improvement, PMP, SDLC, Healthcare, PMO, Project Management, EHR, Business Analysis, Program Management, HIPAA, Vendor Management, Visio, EMR, Project Portfolio..., Epic Systems, Leadership, Software Documentation, Research Design, Training, Informatics, Management, Cross-functional Team..., Analysis, Integration, Team Management, ITIL, Change Management, Strategy, SharePoint, Enterprise Software, Business Process, CPOE, Team Leadership, Revenue Cycle, Quality Assurance, Hospitals, HL7, Risk Management, Governance, Software Implementation, Testing, Security, IT Strategy, Meditech, Requirements Gathering, Business Process..., Business Intelligence, Software Project..., Requirements Analysis
Education
Columbia College 2009 — 2011
Los Angeles Valley College 1983 — 1985
U.S. Grant H.S. 1976 — 1979
Business Administration and Management, General
SmartPath LLC
University of Southern California
Tumor Registry Certification, Medical Administration
Providence Health & Services February 2014 - Present
CNSI September 2013 - February 2014
Providence Health & Services February 2011 - September 2013
BJC HealthCare August 2009 - February 2011
Hospital Sisters Health System April 2008 - June 2009
MasterCard October 2006 - April 2008
WellPoint May 2006 - October 2006
A.G. Edwards 2003 - April 2006
Missouri SNIP 2000 - 2001
Healthcare Consulting of St. Louis 1999 - 2001
Skills
Healthcare Information..., Process Improvement, PMP, SDLC, Healthcare, PMO, Project Management, EHR, Business Analysis, Program Management, HIPAA, Vendor Management, Visio, EMR, Project Portfolio..., Epic Systems, Leadership, Software Documentation, Research Design, Training, Informatics, Management, Cross-functional Team..., Analysis, Integration, Team Management, ITIL, Change Management, Strategy, SharePoint, Enterprise Software, Business Process, CPOE, Team Leadership, Revenue Cycle, Quality Assurance, Hospitals, HL7, Risk Management, Governance, Software Implementation, Testing, Security, IT Strategy, Meditech, Requirements Gathering, Business Process..., Business Intelligence, Software Project..., Requirements Analysis
Education
Columbia College 2009 — 2011
Los Angeles Valley College 1983 — 1985
U.S. Grant H.S. 1976 — 1979
Business Administration and Management, General
SmartPath LLC
University of Southern California
Tumor Registry Certification, Medical Administration
Cliff Cooper's A.G. Edwards Experience December 1994 - April 1995
Job Regional Bank | Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo September 2014 - Present
Citi Personal Wealth Management October 2010 - November 2012
J.P. Morgan Private Wealth Management December 2007 - June 2009
Wachovia Wealth Management December 1999 - December 2007
LifeMark Securities Corp / LifePlans Unlimited April 1995 - December 1999
A.G. Edwards December 1994 - April 1995
Gateway Bank / Mabon Securities December 1989 - December 1994
Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Unified Managed Accounts, Equities, Fixed Income, Mutual Funds, Alternative Investments, Insurance, Banking, Relationship Management, Business Development
Education
Sacred Heart University
B.S., Business Management
Fairfield University
Certificate, Financial Planning
Wells Fargo September 2014 - Present
Citi Personal Wealth Management October 2010 - November 2012
J.P. Morgan Private Wealth Management December 2007 - June 2009
Wachovia Wealth Management December 1999 - December 2007
LifeMark Securities Corp / LifePlans Unlimited April 1995 - December 1999
A.G. Edwards December 1994 - April 1995
Gateway Bank / Mabon Securities December 1989 - December 1994
Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Unified Managed Accounts, Equities, Fixed Income, Mutual Funds, Alternative Investments, Insurance, Banking, Relationship Management, Business Development
Education
Sacred Heart University
B.S., Business Management
Fairfield University
Certificate, Financial Planning
Dan Noble's A.G. Edwards Experience January 2005 - June 2008
Job Senior Options Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
A.G. Edwards January 2005 - June 2008
Bear Stearns & Co. October 2002 - January 2005
Midland Trading January 1999 - January 2002
The Arbitrage Group November 1997 - January 1999
Fred Kolber & Co. June 1995 - November 1997
Fred Kolber & Co. March 1992 - June 1995
Lakeshore Securities September 1990 - March 1992
Skills
Team Leadership, Options, Trading, Risk Management, Equities, Electronic Trading, Series 7, Series 63, Bloomberg, Commodity Markets, FINRA, Capital Markets, Financial Markets, Proprietary Trading, Hedging, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Investments, Securities, Commodity, Asset Management, Portfolio Management, Hedge Funds, Trading Systems, Equity Trading, Investment Strategies, Equity Derivatives, Investment Advisory, Options Strategies, FX Options, Technical Analysis, ETFs, Mutual Funds, Investment Management, Wealth Management, Series 24, Bonds, Structured Products, Trading Strategies, Stocks, Financial Services, Currency, Financial Risk, Investment Banking, Financial Advisory, Market Risk, Relationship Management, FX trading
Education
Roosevelt University 1996 — 1998
Education
Eastern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), History
Wells Fargo Advisors June 2008 - Present
A.G. Edwards January 2005 - June 2008
Bear Stearns & Co. October 2002 - January 2005
Midland Trading January 1999 - January 2002
The Arbitrage Group November 1997 - January 1999
Fred Kolber & Co. June 1995 - November 1997
Fred Kolber & Co. March 1992 - June 1995
Lakeshore Securities September 1990 - March 1992
Skills
Team Leadership, Options, Trading, Risk Management, Equities, Electronic Trading, Series 7, Series 63, Bloomberg, Commodity Markets, FINRA, Capital Markets, Financial Markets, Proprietary Trading, Hedging, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Investments, Securities, Commodity, Asset Management, Portfolio Management, Hedge Funds, Trading Systems, Equity Trading, Investment Strategies, Equity Derivatives, Investment Advisory, Options Strategies, FX Options, Technical Analysis, ETFs, Mutual Funds, Investment Management, Wealth Management, Series 24, Bonds, Structured Products, Trading Strategies, Stocks, Financial Services, Currency, Financial Risk, Investment Banking, Financial Advisory, Market Risk, Relationship Management, FX trading
Education
Roosevelt University 1996 — 1998
Education
Eastern Illinois University 1986 — 1990
Bachelor of Arts (B.A.), History
Howard Webb's A.G. Edwards Experience January 2001 - December 2007
Job Pursuing personal interests
Industry Information Technology and Services
Experience
The Climate Corporation 2013 - 2015
Monsanto January 2008 - January 2013
A.G. Edwards January 2001 - December 2007
A.G. Edwards March 1999 - January 2001
A.G. Edwards December 1993 - March 1999
A.G. Edwards March 1991 - December 1993
McDonnell Douglas Corporation October 1988 - January 1991
Education
Washington University in St. Louis 1985 — 1987
B.S., Systems and Data Processing
Covenant Theological Seminary 1977 — 1979
M.Div., Theology
DePauw University 1974 — 1976
B.A.
The Climate Corporation 2013 - 2015
Monsanto January 2008 - January 2013
A.G. Edwards January 2001 - December 2007
A.G. Edwards March 1999 - January 2001
A.G. Edwards December 1993 - March 1999
A.G. Edwards March 1991 - December 1993
McDonnell Douglas Corporation October 1988 - January 1991
Education
Washington University in St. Louis 1985 — 1987
B.S., Systems and Data Processing
Covenant Theological Seminary 1977 — 1979
M.Div., Theology
DePauw University 1974 — 1976
B.A.
Ryan R. Higgins's A.G. Edwards Experience 2007 - 2008
Job Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - September 2015
VALCOR Advisors, LLC 2010 - 2013
Commerce Energy 2008 - 2009
A.G. Edwards 2007 - 2008
Huron Consulting Group 2005 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Business Development, Investment Banking, Corporate Finance, Business Valuation, Restructuring, Equities, Investments, LBO, Analysis, Private Equity, Accounting, Modeling, Financial Reporting, Internal Controls, Credit, Microsoft Excel, Mergers, Energy, DCF, Cash Flow, Derivatives, Financial Markets, Acquisitions, Investment, Private Placements, Chartered Financial..., Divestitures, Management, Strategic Planning, Electric Power, Renewable Energy, Natural Gas, Leadership, Oil & Gas, Strategy
Education
Cornell University 2013 — 2014
Master of Business Administration (MBA), Finance, General
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
Masters, Finance
University of Kansas 1999 — 2004
Bachelor of Science, Business & Accounting
Jefferies December 2014 - September 2015
VALCOR Advisors, LLC 2010 - 2013
Commerce Energy 2008 - 2009
A.G. Edwards 2007 - 2008
Huron Consulting Group 2005 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Business Development, Investment Banking, Corporate Finance, Business Valuation, Restructuring, Equities, Investments, LBO, Analysis, Private Equity, Accounting, Modeling, Financial Reporting, Internal Controls, Credit, Microsoft Excel, Mergers, Energy, DCF, Cash Flow, Derivatives, Financial Markets, Acquisitions, Investment, Private Placements, Chartered Financial..., Divestitures, Management, Strategic Planning, Electric Power, Renewable Energy, Natural Gas, Leadership, Oil & Gas, Strategy
Education
Cornell University 2013 — 2014
Master of Business Administration (MBA), Finance, General
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
Masters, Finance
University of Kansas 1999 — 2004
Bachelor of Science, Business & Accounting
Ryan A. Walton, Esq.'s A.G. Edwards Experience June 1999 - August 2003
Job Staff Attorney at Cleary Gottlieb Steen & Hamilton LLP
Industry Management Consulting
Experience
Cleary Gottlieb Steen & Hamilton LLP March 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP February 2013 - Present
CGM Consulting Partners November 2010 - Present
Clutch Group, LLC 2010 - 2012
A.G. Edwards June 1999 - August 2003
Skills
Litigation Support, Securities, Bankruptcy, Estate Planning, Corporate Law, Legal Research, Legal Writing, Employment Law, Litigation, Legal Assistance, Civil Litigation, Courts, Intellectual Property, Westlaw, Appeals, Fantasy Football, Corporate Governance, Arbitration
Education
Loyola University New Orleans 2003 — 2007
Doctor of Law (J.D.)
Florida A&M University 1995 — 1999
Bachelor of Science (BS), Economics
Cleary Gottlieb Steen & Hamilton LLP March 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP February 2013 - Present
CGM Consulting Partners November 2010 - Present
Clutch Group, LLC 2010 - 2012
A.G. Edwards June 1999 - August 2003
Skills
Litigation Support, Securities, Bankruptcy, Estate Planning, Corporate Law, Legal Research, Legal Writing, Employment Law, Litigation, Legal Assistance, Civil Litigation, Courts, Intellectual Property, Westlaw, Appeals, Fantasy Football, Corporate Governance, Arbitration
Education
Loyola University New Orleans 2003 — 2007
Doctor of Law (J.D.)
Florida A&M University 1995 — 1999
Bachelor of Science (BS), Economics
Leo Sarusal's A.G. Edwards Experience September 1999 - September 2003
Job Performance & Load Test Engineer
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities March 2008 - April 2009
A.G. Edwards Technology Group, Inc. November 2005 - February 2008
A.G. Edwards & Sons October 2003 - October 2005
A.G. Edwards September 1999 - September 2003
U.S. Air Force August 1997 - August 1999
U.S. Air Force March 1995 - August 1997
U.S. Air Force August 1990 - February 1995
U.S. Air Force November 1982 - July 1990
U.S. Air Force November 1977 - November 1982
Education
Park University
Bachelor of Science, Computer Science
Community College of the Air Force
Associate in Applied Science, Instructional Technology
University of Maryland College Park
Associate of Arts, Management
Community College of the Air Force
Associate in Applied Science, Avionics Systems Technology
Wells Fargo Advisors May 2009 - Present
Wachovia Securities March 2008 - April 2009
A.G. Edwards Technology Group, Inc. November 2005 - February 2008
A.G. Edwards & Sons October 2003 - October 2005
A.G. Edwards September 1999 - September 2003
U.S. Air Force August 1997 - August 1999
U.S. Air Force March 1995 - August 1997
U.S. Air Force August 1990 - February 1995
U.S. Air Force November 1982 - July 1990
U.S. Air Force November 1977 - November 1982
Education
Park University
Bachelor of Science, Computer Science
Community College of the Air Force
Associate in Applied Science, Instructional Technology
University of Maryland College Park
Associate of Arts, Management
Community College of the Air Force
Associate in Applied Science, Avionics Systems Technology
Adrian Zepeda's A.G. Edwards Experience 1998 - 2007
Job Senior Security Analyst at Enterprise Holdings
Industry Information Services
Experience
Enterprise Holdings June 2015 - Present
Equifax August 2010 - June 2015
Express Scripts October 2008 - September 2010
Wachovia Corporate Information Security July 2008 - September 2008
Wachovia Corporate October 2007 - June 2008
A.G. Edwards & Sons Inc. 1998 - October 2007
A.G. Edwards 1998 - 2007
Skills
Security, Vulnerability Assessment, Information Security, Computer Security, CISSP, Disaster Recovery, Network Security, PCI DSS, Penetration Testing, SharePoint, Vulnerability Management
Education
Fontbonne University
Enterprise Holdings June 2015 - Present
Equifax August 2010 - June 2015
Express Scripts October 2008 - September 2010
Wachovia Corporate Information Security July 2008 - September 2008
Wachovia Corporate October 2007 - June 2008
A.G. Edwards & Sons Inc. 1998 - October 2007
A.G. Edwards 1998 - 2007
Skills
Security, Vulnerability Assessment, Information Security, Computer Security, CISSP, Disaster Recovery, Network Security, PCI DSS, Penetration Testing, SharePoint, Vulnerability Management
Education
Fontbonne University
John Boylan, CFA's A.G. Edwards Experience 2000 - 2006
Job Successful investment analyst with a proven track record
Industry Financial Services
Experience
White Pine Capital 2006 - 2014
A.G. Edwards 2000 - 2006
George K. Baum & Company 1998 - 2000
RBC Dain Rauscher 1996 - 1998
Northern States Power Company (Now Xcel Energy) 1992 - 1996
Cummins Inc. 1987 - 1989
Skills
Equity Research, Portfolio Management, Asset Management, Equities, Valuation, Investments, Financial Modeling, Capital Markets, Asset Allocation, Marketing, Finance, Competitive Analysis, Equity Trading, Analysis, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1991
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Communications
St. Catherine's High School
White Pine Capital 2006 - 2014
A.G. Edwards 2000 - 2006
George K. Baum & Company 1998 - 2000
RBC Dain Rauscher 1996 - 1998
Northern States Power Company (Now Xcel Energy) 1992 - 1996
Cummins Inc. 1987 - 1989
Skills
Equity Research, Portfolio Management, Asset Management, Equities, Valuation, Investments, Financial Modeling, Capital Markets, Asset Allocation, Marketing, Finance, Competitive Analysis, Equity Trading, Analysis, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1991
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Communications
St. Catherine's High School
Jeffrey Beyersdorfer's A.G. Edwards Experience 1995 - 1997
Job SVP Treasurer and Director Investor Relations at Western Refining
Industry Oil & Energy
Experience
Western Refining January 2010 - Present
FMC Technologies April 2008 - July 2009
Smurfit-Stone June 2002 - September 2007
Premcor Refining March 1997 - April 2002
A.G. Edwards 1995 - 1997
Bankers Trust International 1990 - 1995
Education
London Business School 1989 — 1991
MBA
Georgia Institute of Technology 1979 — 1984
BS, Chemical Engineering
Western Refining January 2010 - Present
FMC Technologies April 2008 - July 2009
Smurfit-Stone June 2002 - September 2007
Premcor Refining March 1997 - April 2002
A.G. Edwards 1995 - 1997
Bankers Trust International 1990 - 1995
Education
London Business School 1989 — 1991
MBA
Georgia Institute of Technology 1979 — 1984
BS, Chemical Engineering
Nancy Furlow's A.G. Edwards Experience March 2000 - October 2008
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
Michael Rakowiecki's A.G. Edwards Experience May 1985 - 2007
Job Senior Equity Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Wachovia Securities May 2007 - September 2009
A.G. Edwards May 1985 - 2007
Skills
Series 63, Securities, Series 7, Trading
Education
Fontbonne University 1981 — 1985
Wells Fargo Advisors, LLC September 2009 - Present
Wachovia Securities May 2007 - September 2009
A.G. Edwards May 1985 - 2007
Skills
Series 63, Securities, Series 7, Trading
Education
Fontbonne University 1981 — 1985
Tony Lavarda's A.G. Edwards Experience 1992 - 2007
Job Owner, First Naper Financial Services, LLC
Industry Investment Management
Experience
First Naper Financial Services, LLC January 2007 - Present
A.G. Edwards 1992 - 2007
Blunt Ellis and Loewi 1986 - 1992
Arthur Andersen & Co 1984 - 1986
Skills
Retirement, Investments, Retirement Planning, Wealth Management, Series 7, Investment Advisory, Financial Advisory, Mutual Funds, Management, Asset Allocation, Financial Analysis, IRAs, Portfolio Management, Strategic Financial..., Analysis, 401k, Asset Management, Financial Modeling, Securities, Budgets, Business Strategy, Accounting, Estate Planning, Investment Strategies, Cash Management, Equities, Options, Fixed Income, Fixed Annuities, Banking, Financial Markets, Finance, Series 63, Insurance, Financial Planning, Valuation
Education
DePaul University 1969 — 1973
Bachelor of Science in Commerce, Business Administration and Management, General
First Naper Financial Services, LLC January 2007 - Present
A.G. Edwards 1992 - 2007
Blunt Ellis and Loewi 1986 - 1992
Arthur Andersen & Co 1984 - 1986
Skills
Retirement, Investments, Retirement Planning, Wealth Management, Series 7, Investment Advisory, Financial Advisory, Mutual Funds, Management, Asset Allocation, Financial Analysis, IRAs, Portfolio Management, Strategic Financial..., Analysis, 401k, Asset Management, Financial Modeling, Securities, Budgets, Business Strategy, Accounting, Estate Planning, Investment Strategies, Cash Management, Equities, Options, Fixed Income, Fixed Annuities, Banking, Financial Markets, Finance, Series 63, Insurance, Financial Planning, Valuation
Education
DePaul University 1969 — 1973
Bachelor of Science in Commerce, Business Administration and Management, General
Yeldandi, Ajay's A.G. Edwards Experience 2004 - 2007
Job Graduate of Columbia University Columbia Business School
Industry Investment Banking
Experience
Accenture 2010 - Present
Credit Suisse June 2008 - August 2008
A.G. Edwards 2004 - 2007
A.G. Edwards June 2003 - November 2004
Skills
Portfolio Management, Financial Modeling, Investments, Capital Markets, Private Equity, Finance, Valuation, Strategy, Mergers & Acquisitions, Risk Management, Corporate Finance, Trading, Analysis, Due Diligence
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Washington University in St. Louis 1999 — 2003
BSBA, Finance Major
Accenture 2010 - Present
Credit Suisse June 2008 - August 2008
A.G. Edwards 2004 - 2007
A.G. Edwards June 2003 - November 2004
Skills
Portfolio Management, Financial Modeling, Investments, Capital Markets, Private Equity, Finance, Valuation, Strategy, Mergers & Acquisitions, Risk Management, Corporate Finance, Trading, Analysis, Due Diligence
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Washington University in St. Louis 1999 — 2003
BSBA, Finance Major
Darren Hamilton's A.G. Edwards Experience August 2001 - December 2002
Job Account Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters December 2002 - Present
A.G. Edwards August 2001 - December 2002
Skills
Customer Service, Salesforce.com, Account Management, Financial Markets, Solution Selling, New Business Development, SaaS, Business Development, CRM, Financial Services, Strategic Partnerships
Education
Eastern Illinois University 1999 — 2001
Bachelor of Science (B.S.), Finance, General
Thomson Reuters December 2002 - Present
A.G. Edwards August 2001 - December 2002
Skills
Customer Service, Salesforce.com, Account Management, Financial Markets, Solution Selling, New Business Development, SaaS, Business Development, CRM, Financial Services, Strategic Partnerships
Education
Eastern Illinois University 1999 — 2001
Bachelor of Science (B.S.), Finance, General
Nancy Breznay's A.G. Edwards Experience April 2002 - July 2002
Job Operations Support Associate at IndyMac Bank
Industry Financial Services
Experience
Habitat for Humanity International September 2008 - December 2011
IndyMac Bank August 2005 - September 2008
JLS Financial Services May 2004 - May 2005
Grant Bettingen Inc November 2003 - May 2004
E*TRADE Financial October 2002 - August 2003
A.G. Edwards April 2002 - July 2002
Wachovia Securities Financial Network December 1999 - December 2001
Skills
Mortgage Lending, Banking, Refinance, Stock Market, Stock Brokerage..., Brokerage Firm Cashier, Brokerage Firm Sales..., Sales, Loans
Education
Drew University 1977 — 1981
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Roselle Park High School 1973 — 1977
Habitat for Humanity International September 2008 - December 2011
IndyMac Bank August 2005 - September 2008
JLS Financial Services May 2004 - May 2005
Grant Bettingen Inc November 2003 - May 2004
E*TRADE Financial October 2002 - August 2003
A.G. Edwards April 2002 - July 2002
Wachovia Securities Financial Network December 1999 - December 2001
Skills
Mortgage Lending, Banking, Refinance, Stock Market, Stock Brokerage..., Brokerage Firm Cashier, Brokerage Firm Sales..., Sales, Loans
Education
Drew University 1977 — 1981
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Roselle Park High School 1973 — 1977
Dianna Bailey-Smith's A.G. Edwards Experience September 1998 - December 2006
Job Product Leader at MasterCard
Industry Information Technology and Services
Experience
MasterCard February 2015 - Present
MasterCard February 2014 - February 2015
MasterCard April 2010 - February 2014
MasterCard April 2008 - November 2009
A.G. Edwards September 1998 - December 2006
MCI June 1994 - September 1998
Skills
EMV chip, SharePoint, contactless payments, Content Management, Visio, Technical Communication, HTML, Captivate, CSS, E-Learning, Technical Writing, Software Documentation, DITA, Online Help, RoboHelp, Dreamweaver, Arbortext, Adobe Acrobat, SnagIt, Testing, Contribute, DITA Open Toolkit, DITA XML, Vasont Content..., Omniture Web Analytics, Business Analysis, Process Improvement, Technical Documentation, Access, Requirements Analysis
Education
University of Missouri-Saint Louis 2010 — 2012
Chancellor's Certificate, Web Page Design
Fontbonne University 2002 — 2004
Bachelor, Business Administration
St. Louis Community College 1998 — 2002
Associate/Certificate, Associate in Arts and Voice/Data Analyst Certificate
MasterCard February 2015 - Present
MasterCard February 2014 - February 2015
MasterCard April 2010 - February 2014
MasterCard April 2008 - November 2009
A.G. Edwards September 1998 - December 2006
MCI June 1994 - September 1998
Skills
EMV chip, SharePoint, contactless payments, Content Management, Visio, Technical Communication, HTML, Captivate, CSS, E-Learning, Technical Writing, Software Documentation, DITA, Online Help, RoboHelp, Dreamweaver, Arbortext, Adobe Acrobat, SnagIt, Testing, Contribute, DITA Open Toolkit, DITA XML, Vasont Content..., Omniture Web Analytics, Business Analysis, Process Improvement, Technical Documentation, Access, Requirements Analysis
Education
University of Missouri-Saint Louis 2010 — 2012
Chancellor's Certificate, Web Page Design
Fontbonne University 2002 — 2004
Bachelor, Business Administration
St. Louis Community College 1998 — 2002
Associate/Certificate, Associate in Arts and Voice/Data Analyst Certificate
Renee Benjamin's A.G. Edwards Experience February 1994 - November 1996
Job SAP BW
Industry Wholesale
Experience
St. Louis Zoo Data Warehouse DeveloperGraybar ElectricAugust 2000 - February 2012
Graybar Electric August 2000 - February 2012
First Data Resources December 1996 - July 2000
First Data Corporation February 1996 - July 2000
A.G. Edwards February 1994 - November 1996
Preferred Resources, Inc. August 1993 - January 1994
Solution Consultants March 1992 - August 1993
EDS Group January 1990 - March 1992
Skills
Microsoft Office, Windows, SAP, Business Intelligence, COBOL, SAP BW, SAP R/3, Data Warehousing, Program Management, SAP ERP, Team Leadership, Analysis, Visio, SharePoint, Budgets, Strategic Planning, Customer Service, SAP Implementation
Education
Florida State University 1976 — 1980
Applied Math, Computer Science
St. Louis Zoo Data Warehouse DeveloperGraybar ElectricAugust 2000 - February 2012
Graybar Electric August 2000 - February 2012
First Data Resources December 1996 - July 2000
First Data Corporation February 1996 - July 2000
A.G. Edwards February 1994 - November 1996
Preferred Resources, Inc. August 1993 - January 1994
Solution Consultants March 1992 - August 1993
EDS Group January 1990 - March 1992
Skills
Microsoft Office, Windows, SAP, Business Intelligence, COBOL, SAP BW, SAP R/3, Data Warehousing, Program Management, SAP ERP, Team Leadership, Analysis, Visio, SharePoint, Budgets, Strategic Planning, Customer Service, SAP Implementation
Education
Florida State University 1976 — 1980
Applied Math, Computer Science
Maurice Kauff's A.G. Edwards Experience 1997 - 2000
Job
Industry Financial Services
Experience
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Barbara Quinn's A.G. Edwards Experience July 2007 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Boston Institute of Finance 2010 - 2012
Boston Institute of Finance 2010 - 2012
Merrill Lynch October 2008 - June 2010
A.G. Edwards July 2007 - October 2008
East West Mortgage November 2002 - July 2007
Allstate Management 2000 - 2002
Bank of Boston 1987 - 1990
Skills
Investments, Wealth Management, Loans, Series 7, Financial Services, Equities, Credit, Strategic Financial..., Mutual Funds, Asset Management, Financial Analysis, Banking, Portfolio Management, Retirement Planning, Hedge Funds, Mortgage Lending
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1987
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Sociology
Beaver Country Day School 1970 — 1977
High School
Spaulding
Boston Institute of Finance 2010 - 2012
Boston Institute of Finance 2010 - 2012
Merrill Lynch October 2008 - June 2010
A.G. Edwards July 2007 - October 2008
East West Mortgage November 2002 - July 2007
Allstate Management 2000 - 2002
Bank of Boston 1987 - 1990
Skills
Investments, Wealth Management, Loans, Series 7, Financial Services, Equities, Credit, Strategic Financial..., Mutual Funds, Asset Management, Financial Analysis, Banking, Portfolio Management, Retirement Planning, Hedge Funds, Mortgage Lending
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1987
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Sociology
Beaver Country Day School 1970 — 1977
High School
Spaulding
Ellen Wulff's A.G. Edwards Experience May 2006 - November 2007
Job Private Banking USA at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2007 - Present
A.G. Edwards May 2006 - November 2007
Education
DePaul University
Credit Suisse November 2007 - Present
A.G. Edwards May 2006 - November 2007
Education
DePaul University
Mary (Veranth) Atkin's A.G. Edwards Experience 1978 - 2007
Job Managing Director Market Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors April 2008 - February 2014
A.G. Edwards 1978 - 2007
Education
Leadership St. Louis 04-05 2004 — 2005
University of Minnesota - Carlson School of Management 1975 — 1977
BSBA, Management, Marketing
Colorado College 1973 — 1975
Falls High School
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors April 2008 - February 2014
A.G. Edwards 1978 - 2007
Education
Leadership St. Louis 04-05 2004 — 2005
University of Minnesota - Carlson School of Management 1975 — 1977
BSBA, Management, Marketing
Colorado College 1973 — 1975
Falls High School
Cassandra Gould's A.G. Edwards Experience October 1985 - April 1990
Job Pastor, Motivational Speaker, CEO Empowerment Direct
Industry Professional Training & Coaching
Experience
A.M.E. Church September 2009 - Present
Empowerment Direct December 1997 - Present
Equitable Financial Services October 1990 - December 1995
A.G. Edwards October 1985 - April 1990
Skills
Preaching, Coaching, Public Speaking, Small Business, Leadership Development, Community Outreach, Church Events, Management, Grant Writing, Teaching
Education
United Theological Seminary 2010 — 2012
Doctor of Ministry, Theology/Theological Studies
Seminary 2007 — 2010
MDIV, Theology
Columbia College 2004 — 2007
BA, Psychology
Southern Illinois University, Edwardsville 1982 — 1985
Journalism
BA
Eden Theological Seminary
MDIV
A.M.E. Church September 2009 - Present
Empowerment Direct December 1997 - Present
Equitable Financial Services October 1990 - December 1995
A.G. Edwards October 1985 - April 1990
Skills
Preaching, Coaching, Public Speaking, Small Business, Leadership Development, Community Outreach, Church Events, Management, Grant Writing, Teaching
Education
United Theological Seminary 2010 — 2012
Doctor of Ministry, Theology/Theological Studies
Seminary 2007 — 2010
MDIV, Theology
Columbia College 2004 — 2007
BA, Psychology
Southern Illinois University, Edwardsville 1982 — 1985
Journalism
BA
Eden Theological Seminary
MDIV
Raquel Do Carmo, MA's A.G. Edwards Experience 2007 - 2008
Job MFT Intern at Santa Barbara City College
Industry Education Management
Experience
Santa Barbara City College August 2014 - Present
Birthing From Within May 2009 - Present
Community Counseling & Education Center September 2012 - July 2014
The Salvation Army September 2012 - June 2013
A.G. Edwards 2007 - 2008
Christie Communications 2007 - 2007
Skills
Public Speaking, PowerPoint, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Social Networking, Marketing, Microsoft Word, Budgets, Social Media, Outlook, Social Media Marketing, Strategic Planning, Psychotherapy, Mental Health Counseling, Counseling Psychology, Depth Psychology, Small Group Counseling, Executive Management, Editing, Copy Editing, Proofreading, Organization Skills, Cross-cultural..., Brazilian Portuguese, Life Coaching, Mindfulness-based..., Cognitive Psychology, Psychological Assessment, Psychology
Education
Pacifica Graduate Institute 2011 — 2014
Master of Arts (M.A.), Counseling Psychology
Grand Valley State University 2000 — 2004
Bachelor of Arts, Advertising
Santa Barbara City College August 2014 - Present
Birthing From Within May 2009 - Present
Community Counseling & Education Center September 2012 - July 2014
The Salvation Army September 2012 - June 2013
A.G. Edwards 2007 - 2008
Christie Communications 2007 - 2007
Skills
Public Speaking, PowerPoint, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Social Networking, Marketing, Microsoft Word, Budgets, Social Media, Outlook, Social Media Marketing, Strategic Planning, Psychotherapy, Mental Health Counseling, Counseling Psychology, Depth Psychology, Small Group Counseling, Executive Management, Editing, Copy Editing, Proofreading, Organization Skills, Cross-cultural..., Brazilian Portuguese, Life Coaching, Mindfulness-based..., Cognitive Psychology, Psychological Assessment, Psychology
Education
Pacifica Graduate Institute 2011 — 2014
Master of Arts (M.A.), Counseling Psychology
Grand Valley State University 2000 — 2004
Bachelor of Arts, Advertising
Kari Wohlever's A.G. Edwards Experience 2004 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
A.G. Edwards 2004 - 2008
Minnesota Life 1998 - 2004
Education
College of Saint Benedict 1994 — 1998
Bachelors, Mathematics, Computer Science
A.G. Edwards 2004 - 2008
Minnesota Life 1998 - 2004
Education
College of Saint Benedict 1994 — 1998
Bachelors, Mathematics, Computer Science
Alexandra Robbins's A.G. Edwards Experience January 2006 - August 2006
Job Real Estate Strategic Planning Americas & Emerging Businesses
Industry Real Estate
Experience
Google January 2015 - Present
Google October 2011 - January 2015
Google October 2010 - October 2011
Barratt Partners April 2010 - November 2010
Limited Brands, Victoria's Secret June 2009 - August 2009
MKA Capital Group Advisors August 2006 - July 2008
A.G. Edwards January 2006 - August 2006
Barratt Homes August 2004 - December 2005
Dominican Republic Education & Mentoring (DREAM) Foundation June 2004 - August 2004
Skills
Financial Analysis, Finance, Portfolio Management, Valuation, Leadership, Corporate Real Estate, Investments, Business Strategy, Real Estate Transactions, Real Estate Development, Strategic Portfolio..., Real Estate Private..., Real Estate Strategy, Mergers & Acquisitions, Real Estate, Strategy, Business Development, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
M.B.A., Finance, Strategy
Dartmouth College 2000 — 2004
Bachelor of Arts, Economics and Sociology
Universitat de Barcelona 2002 — 2002
Spanish Literature
Google January 2015 - Present
Google October 2011 - January 2015
Google October 2010 - October 2011
Barratt Partners April 2010 - November 2010
Limited Brands, Victoria's Secret June 2009 - August 2009
MKA Capital Group Advisors August 2006 - July 2008
A.G. Edwards January 2006 - August 2006
Barratt Homes August 2004 - December 2005
Dominican Republic Education & Mentoring (DREAM) Foundation June 2004 - August 2004
Skills
Financial Analysis, Finance, Portfolio Management, Valuation, Leadership, Corporate Real Estate, Investments, Business Strategy, Real Estate Transactions, Real Estate Development, Strategic Portfolio..., Real Estate Private..., Real Estate Strategy, Mergers & Acquisitions, Real Estate, Strategy, Business Development, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
M.B.A., Finance, Strategy
Dartmouth College 2000 — 2004
Bachelor of Arts, Economics and Sociology
Universitat de Barcelona 2002 — 2002
Spanish Literature
Scott Zimmermann's A.G. Edwards Experience September 2004 - June 2008
Job Senior Account Manager Artcraft
Industry Marketing and Advertising
Experience
Artcraft Promotional Concepts June 2008 - Present
A.G. Edwards September 2004 - June 2008
AG EDWARDS / WACHOVIA SECURITIES September 2004 - May 2008
Skills
Marketing Strategy, Marketing, Strategic Planning, New Business Development, Sales, Social Media Marketing, Management, Business Development, Account Management, Advertising
Education
The College of New Jersey 2001 — 2004
BS, Marketing
Franklin & Marshall College 1999 — 2001
Holy Cross HS
The College of New Jersey
BS, Business Administration; Markting, 2004
Artcraft Promotional Concepts June 2008 - Present
A.G. Edwards September 2004 - June 2008
AG EDWARDS / WACHOVIA SECURITIES September 2004 - May 2008
Skills
Marketing Strategy, Marketing, Strategic Planning, New Business Development, Sales, Social Media Marketing, Management, Business Development, Account Management, Advertising
Education
The College of New Jersey 2001 — 2004
BS, Marketing
Franklin & Marshall College 1999 — 2001
Holy Cross HS
The College of New Jersey
BS, Business Administration; Markting, 2004
Chuck Nagelvoort's A.G. Edwards Experience January 2001 - May 2007
Job Field Supervision Director at Edward Jones & Co.
Industry Financial Services
Experience
Edward Jones & Co. May 2012 - Present
Charles Schwab August 2008 - May 2012
US Navy April 2003 - April 2011
Wachovia Securities, LLC June 2007 - August 2008
A.G. Edwards January 2001 - May 2007
Prudential Securities April 1998 - January 2001
Education
Fontbonne University 2010 — 2012
Master of Management, Management, 3.9
Ohio University 1987 — 1990
BA, History Pre-Law
Edward Jones & Co. May 2012 - Present
Charles Schwab August 2008 - May 2012
US Navy April 2003 - April 2011
Wachovia Securities, LLC June 2007 - August 2008
A.G. Edwards January 2001 - May 2007
Prudential Securities April 1998 - January 2001
Education
Fontbonne University 2010 — 2012
Master of Management, Management, 3.9
Ohio University 1987 — 1990
BA, History Pre-Law
Erik Kotanchik's A.G. Edwards Experience May 2007 - May 2008
Job Principal at Benda Investments
Industry Oil & Energy
Experience
Benda Investments March 2011 - Present
Fuel City March 2010 - Present
The Vanguard Group June 2008 - March 2010
A.G. Edwards May 2007 - May 2008
Covenant College May 2007 - May 2008
Skills
Financial Analysis, Budgets, Microsoft Excel, Data Analysis, Microsoft Office, Leadership, Analysis, Access, Financial Reporting, Accounting
Education
Covenant College 2003 — 2008
BA, Business
Benda Investments March 2011 - Present
Fuel City March 2010 - Present
The Vanguard Group June 2008 - March 2010
A.G. Edwards May 2007 - May 2008
Covenant College May 2007 - May 2008
Skills
Financial Analysis, Budgets, Microsoft Excel, Data Analysis, Microsoft Office, Leadership, Analysis, Access, Financial Reporting, Accounting
Education
Covenant College 2003 — 2008
BA, Business
LaValle John's A.G. Edwards Experience August 1997 - August 2000
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2005 - Present
Smith Barney September 2000 - April 2005
A.G. Edwards August 1997 - August 2000
Education
Hampden-Sydney College 1988 — 1992
BA, Economics
Wells Fargo Advisors April 2005 - Present
Smith Barney September 2000 - April 2005
A.G. Edwards August 1997 - August 2000
Education
Hampden-Sydney College 1988 — 1992
BA, Economics
W.F. Newhall III's A.G. Edwards Experience 2004 - 2007
Job Sales Support Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
MassMutual Financial Group August 2007 - Present
A.G. Edwards 2004 - 2007
Pioneer Investments 2002 - 2004
Fidelity Investments 1993 - 2002
Fidelity Investments 1996 - 1998
Merrill Lynch 1989 - 1993
Home Fitness Studio/Concept 90 1987 - 1989
Springfield College September 1985 - May 1987
Town of Swampscott September 1983 - June 1984
Young World September 1982 - June 1983
Skills
Series 63, Series 7, Series 9, 401k, Retirement, Mutual Funds, Fixed Annuities, Securities, Sales Management, Sales, Asset Managment, Insurance, Investment Strategies, Investment Advisory, MA Certified PE teacher..., Retirement Planning, Series 6, Asset Management, New Business Development, Business Development, Wealth Management, FINRA, Portfolio Management, Loans, Variable Annuities, Mortgage Lending, Financial Services, Hedge Funds, Series 65, Asset Allocation, IRAs, Financial Advisory, Qualified Retirement..., ETFs, Separately Managed..., Series 24, Alternative Investments, Wealth, Investment Management, Wealth Management..., Estate Planning, Relationship Management, Equities, Bonds, Strategic Financial..., Defined Contribution, Pensions, Uniform Combined State..., Leadership, Long-term Care
Education
Colorado State University 1980 — 1983
M. Ed., Physical Education
Springfield College 1976 — 1980
BS, Physical Education
Swampscott High School 1972 — 1976
Diploma
Eddie Drake's A.G. Edwards Experience February 2001 - February 2002
Job Data Steward at Lumeris
Industry Information Technology and Services
Experience
Lumeris December 2014 - Present
Lumeris September 2013 - December 2014
Fiserv October 2003 - September 2013
Vestcom October 2002 - September 2003
A.G. Edwards February 2001 - February 2002
Relizon August 1999 - February 2001
Dimac Direct Marketing October 1995 - August 1999
Skills
SQL, Data Analysis
Education
Columbia College 1996 — 2000
BS, Computer Information Systems
Vatterott College 2008 — 2009
Diploma, Information System Security
St. Louis Community College
Health Information Technology Certificate Program - 2011, Implementation Support Specialist
Lumeris December 2014 - Present
Lumeris September 2013 - December 2014
Fiserv October 2003 - September 2013
Vestcom October 2002 - September 2003
A.G. Edwards February 2001 - February 2002
Relizon August 1999 - February 2001
Dimac Direct Marketing October 1995 - August 1999
Skills
SQL, Data Analysis
Education
Columbia College 1996 — 2000
BS, Computer Information Systems
Vatterott College 2008 — 2009
Diploma, Information System Security
St. Louis Community College
Health Information Technology Certificate Program - 2011, Implementation Support Specialist
Elizabeth Broderick's A.G. Edwards Experience 1999 - 2002
Job Medical Receptionist at Barnabas Health
Industry Financial Services
Experience
Barnabas Health May 2015 - Present
American Cancer Society March 2011 - Present
Skylands Urology December 2012 - March 2015
Skylands Urology December 2012 - December 2012
MACRO Consulting Group May 2012 - August 2012
SCCC 2012 - 2012
JP Morgan Chase 2009 - 2010
Lord Abbett 2002 - 2009
Lord Abbett & Co. LLC 2002 - 2009
A.G. Edwards 1999 - 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Equities, Wealth Management, Asset Allocation, Securities, 401k, Relationship Management, Fixed Income, Series 7, Series 66, Hospice Volunteer, Asset Management, Retirement
Education
Sussex County Community College 2011 — 2012
CMAA, Medical Office Administration/Electronic Health Records
Fairleigh Dickinson University 2000 — 2005
MBA, Management/Corporate Communications
Saint Michael's College 1992 — 1996
BA, English, Business
Pope John XXIII HS 1988 — 1992
Barnabas Health May 2015 - Present
American Cancer Society March 2011 - Present
Skylands Urology December 2012 - March 2015
Skylands Urology December 2012 - December 2012
MACRO Consulting Group May 2012 - August 2012
SCCC 2012 - 2012
JP Morgan Chase 2009 - 2010
Lord Abbett 2002 - 2009
Lord Abbett & Co. LLC 2002 - 2009
A.G. Edwards 1999 - 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Equities, Wealth Management, Asset Allocation, Securities, 401k, Relationship Management, Fixed Income, Series 7, Series 66, Hospice Volunteer, Asset Management, Retirement
Education
Sussex County Community College 2011 — 2012
CMAA, Medical Office Administration/Electronic Health Records
Fairleigh Dickinson University 2000 — 2005
MBA, Management/Corporate Communications
Saint Michael's College 1992 — 1996
BA, English, Business
Pope John XXIII HS 1988 — 1992
Jeff Asmar's A.G. Edwards Experience September 2006 - August 2007
Job Assistant Controller
Industry Investment Management
Experience
Phoenix Bay State Construction Co., Inc. February 2010 - January 2014
AllianceBernstein June 2008 - May 2009
A.G. Edwards September 2006 - August 2007
Skills
Investments, Securities, Fixed Income, Portfolio Management, Equities, Trading, Accounting
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration, concentrating in Finance; Minor: Economics
Boston College High School 2000 — 2004
Phoenix Bay State Construction Co., Inc. February 2010 - January 2014
AllianceBernstein June 2008 - May 2009
A.G. Edwards September 2006 - August 2007
Skills
Investments, Securities, Fixed Income, Portfolio Management, Equities, Trading, Accounting
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration, concentrating in Finance; Minor: Economics
Boston College High School 2000 — 2004
Stephen Laney's A.G. Edwards Experience June 2005 - August 2005
Job Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2014 - Present
BNY Mellon March 2011 - June 2014
Apple Retail February 2010 - January 2011
College of the Holy Cross June 2009 - August 2009
The Bank of New York Mellon January 2007 - April 2009
A.G. Edwards June 2005 - August 2005
Skills
Fund Accounting, Microsoft Office, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Mac OS X, Strength Training, Olympic Lifting, Powerlifting, OS X
Education
College of the Holy Cross 2002 — 2006
BA, Psychology
Cambridge Associates July 2014 - Present
BNY Mellon March 2011 - June 2014
Apple Retail February 2010 - January 2011
College of the Holy Cross June 2009 - August 2009
The Bank of New York Mellon January 2007 - April 2009
A.G. Edwards June 2005 - August 2005
Skills
Fund Accounting, Microsoft Office, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Mac OS X, Strength Training, Olympic Lifting, Powerlifting, OS X
Education
College of the Holy Cross 2002 — 2006
BA, Psychology
Hienz Bill's A.G. Edwards Experience March 1990 - January 2000
Job Senior Vice President at Robert W. Baird & Co., Inc
Industry Financial Services
Experience
Robert W. Baird & Co., Inc January 2000 - Present
A.G. Edwards March 1990 - January 2000
A.G. Edwards September 1984 - February 1990
Skills
Retirement Planning, Investment Advisory, Retirement, Wealth Management, Series 7, Asset Allocation
Education
College for Financial Planning 1987 — 1989
CFP®, Financial Planning
University of Illinois at Urbana-Champaign 1969 — 1974
DMA, Conducting; Choral Music
Robert W. Baird & Co., Inc January 2000 - Present
A.G. Edwards March 1990 - January 2000
A.G. Edwards September 1984 - February 1990
Skills
Retirement Planning, Investment Advisory, Retirement, Wealth Management, Series 7, Asset Allocation
Education
College for Financial Planning 1987 — 1989
CFP®, Financial Planning
University of Illinois at Urbana-Champaign 1969 — 1974
DMA, Conducting; Choral Music
Kimberly Church, AAMS®'s A.G. Edwards Experience February 2000 - October 2009
Job Sr. Registered Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. January 2014 - Present
Robert W. Baird October 2009 - January 2014
A.G. Edwards February 2000 - October 2009
JW Genesis April 1998 - February 2000
Skills
Series 7, Series 63, Securities, FINRA, Financial Services, Uniform Combined State..., Thompson One, Mutual Funds, Investments, Process Improvement, Manage Client..., Asset Allocation, Wealth Management, Finance, Retirement Planning, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Retirement
Education
Colorado Technical University 2009 — 2010
BS, Business Administration - Finance
Denver Technical College 1999 — 2000
Associates, E-Business Management
Benjamin F. Edwards & Co. January 2014 - Present
Robert W. Baird October 2009 - January 2014
A.G. Edwards February 2000 - October 2009
JW Genesis April 1998 - February 2000
Skills
Series 7, Series 63, Securities, FINRA, Financial Services, Uniform Combined State..., Thompson One, Mutual Funds, Investments, Process Improvement, Manage Client..., Asset Allocation, Wealth Management, Finance, Retirement Planning, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Retirement
Education
Colorado Technical University 2009 — 2010
BS, Business Administration - Finance
Denver Technical College 1999 — 2000
Associates, E-Business Management
Ross van Klaveren, CFP®, CWS®'s A.G. Edwards Experience March 2005 - September 2005
Job Wealth Manager
Industry Investment Management
Experience
USAA Wealth Management February 2007 - Present
A.G. Edwards March 2005 - September 2005
Skills
Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Risk Management, Finance, Mutual Funds, Wealth, Investments, Financial Planning
Education
College for Financial Planning 2009 — 2010
Oral Roberts University 1999 — 2003
BA, Theological Studies
USAA Wealth Management February 2007 - Present
A.G. Edwards March 2005 - September 2005
Skills
Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Risk Management, Finance, Mutual Funds, Wealth, Investments, Financial Planning
Education
College for Financial Planning 2009 — 2010
Oral Roberts University 1999 — 2003
BA, Theological Studies
Peter Heckmann, CFA's A.G. Edwards Experience October 2005 - November 2007
Job
Industry Capital Markets
Experience
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Paige Richards's A.G. Edwards Experience August 1998 - July 2004
Job CFO at Mountain Power Construction Company
Industry Oil & Energy
Experience
Mountain Power Construction Company August 2004 - Present
A.G. Edwards August 1998 - July 2004
Education
Gonzaga University - School of Business Administration 2012 — 2013
Master of Business Administration (MBA), Accounting
Gonzaga University - School of Business Administration 2010 — 2012
Masters in Accounting (MACC), Accounting
The University of New Mexico 1995 — 1999
Bachelor of Science (B.S.), Accounting
Mountain Power Construction Company August 2004 - Present
A.G. Edwards August 1998 - July 2004
Education
Gonzaga University - School of Business Administration 2012 — 2013
Master of Business Administration (MBA), Accounting
Gonzaga University - School of Business Administration 2010 — 2012
Masters in Accounting (MACC), Accounting
The University of New Mexico 1995 — 1999
Bachelor of Science (B.S.), Accounting
Kathleen Finn, CFP®, CDFA™, EA's A.G. Edwards Experience October 2004 - December 2005
Job at Kathleen Finn, LLC
Industry Financial Services
Experience
Kathleen Finn, LLC April 2006 - Present
HR Block January 2007 - May 2009
A.G. Edwards October 2004 - December 2005
The World Bank March 1995 - February 2005
Skills
Financial Planning, Tax Preparation, Tax, Small Business, Investment Advisory, Retirement Planning, Insurance, Long Term Care, Income Tax, Insurance Planning, Personal Finance
Education
Florida State University 2000 — 2001
Certificate in Financial Planning, Financial Planning
Drew University 1984 — 1988
BA, Economics
Kathleen Finn, LLC April 2006 - Present
HR Block January 2007 - May 2009
A.G. Edwards October 2004 - December 2005
The World Bank March 1995 - February 2005
Skills
Financial Planning, Tax Preparation, Tax, Small Business, Investment Advisory, Retirement Planning, Insurance, Long Term Care, Income Tax, Insurance Planning, Personal Finance
Education
Florida State University 2000 — 2001
Certificate in Financial Planning, Financial Planning
Drew University 1984 — 1988
BA, Economics
Gil Kuta's A.G. Edwards Experience 1986 - 1990
Job Senior Vice President of Investments
Industry Investment Management
Experience
Capitol Securities Management August 2009 - Present
Ferris Baker Watts 1995 - 2009
Paine Webber 1990 - 1995
A.G. Edwards 1986 - 1990
Merrill Lynch 1983 - 1986
Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory
Education
Frostburg State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Capitol Securities Management August 2009 - Present
Ferris Baker Watts 1995 - 2009
Paine Webber 1990 - 1995
A.G. Edwards 1986 - 1990
Merrill Lynch 1983 - 1986
Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory
Education
Frostburg State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Christine Esposito's A.G. Edwards Experience January 1989 - August 1990
Job Technical Recruiter in Cyber Security
Industry Staffing and Recruiting
Experience
Tek Connections, LLC December 2010 - Present
State of Delaware - Department of Vocational Rehabilitation August 2010 - January 2011
First State Community Action Agency July 2009 - August 2010
Fellowship Health Resources October 2008 - July 2009
Delaware Technical & Community College November 2003 - July 2008
Advanced Technology Search March 1995 - May 2003
MicroHealth Systems (acquired by McKesson) March 1993 - March 1995
Energy Consortium LLP August 1992 - March 1993
Anaquest August 1990 - August 1992
A.G. Edwards January 1989 - August 1990
Skills
Recruiting, Telecommunications, Product Management, Wireless, Management, Interviews, Sales, RF, Pre-sales, Negotiation, Time Management, Technical Recruiting, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Executive Search, Contract Recruitment, Sourcing, Benefits Negotiation, Engineering, LTE, Human Resources, Project Management, Employee Relations, Team Leadership, Staffing Services, Screening, Networking, CRM, Talent Management, Screening Resumes, Staff Augmentation, Permanent Placement, Temporary Placement, Team Management, Training, Temporary Staffing, College Recruiting, Vendor Management, Onboarding, IT Recruitment, Leadership, Consulting, Resource Management, Building Relationships, Cold Calling, Personnel Management, Cellular Communications, 4G
Education
Delaware Technical and Community College-Terry 2007 — 2009
Human Services, General
Sayreville War Memorial High School 1983 — 1987
High School Diploma, AP coursework; Co-operative Education
Tek Connections, LLC December 2010 - Present
State of Delaware - Department of Vocational Rehabilitation August 2010 - January 2011
First State Community Action Agency July 2009 - August 2010
Fellowship Health Resources October 2008 - July 2009
Delaware Technical & Community College November 2003 - July 2008
Advanced Technology Search March 1995 - May 2003
MicroHealth Systems (acquired by McKesson) March 1993 - March 1995
Energy Consortium LLP August 1992 - March 1993
Anaquest August 1990 - August 1992
A.G. Edwards January 1989 - August 1990
Skills
Recruiting, Telecommunications, Product Management, Wireless, Management, Interviews, Sales, RF, Pre-sales, Negotiation, Time Management, Technical Recruiting, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Executive Search, Contract Recruitment, Sourcing, Benefits Negotiation, Engineering, LTE, Human Resources, Project Management, Employee Relations, Team Leadership, Staffing Services, Screening, Networking, CRM, Talent Management, Screening Resumes, Staff Augmentation, Permanent Placement, Temporary Placement, Team Management, Training, Temporary Staffing, College Recruiting, Vendor Management, Onboarding, IT Recruitment, Leadership, Consulting, Resource Management, Building Relationships, Cold Calling, Personnel Management, Cellular Communications, 4G
Education
Delaware Technical and Community College-Terry 2007 — 2009
Human Services, General
Sayreville War Memorial High School 1983 — 1987
High School Diploma, AP coursework; Co-operative Education
Sarah Haag's A.G. Edwards Experience July 2007 - December 2009
Job Summer Honors Intern at Federal Trade Commission
Industry Law Practice
Experience
Knights Out March 2009 - Present
Federal Trade Commission May 2014 - August 2014
U.S. District Court May 2013 - July 2013
Facility Development and Management August 2010 - August 2012
A.G. Edwards July 2007 - December 2009
Cubic Defense Applications October 2004 - June 2007
Skills
Public Speaking, Event Planning, Nonprofits, Military, Program Management, PowerPoint, Team Leadership, Leadership Development, Team Building, Strategic Planning, Public Relations, Organizational..., Change Management, DoD, Project Management, Operations Management, Microsoft Excel, Leadership, Fundraising, Non-profits
Education
Fordham University School of Law 2012 — 2015
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (BS)
Knights Out March 2009 - Present
Federal Trade Commission May 2014 - August 2014
U.S. District Court May 2013 - July 2013
Facility Development and Management August 2010 - August 2012
A.G. Edwards July 2007 - December 2009
Cubic Defense Applications October 2004 - June 2007
Skills
Public Speaking, Event Planning, Nonprofits, Military, Program Management, PowerPoint, Team Leadership, Leadership Development, Team Building, Strategic Planning, Public Relations, Organizational..., Change Management, DoD, Project Management, Operations Management, Microsoft Excel, Leadership, Fundraising, Non-profits
Education
Fordham University School of Law 2012 — 2015
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (BS)
Kristen McGuirk's A.G. Edwards Experience July 2000 - July 2005
Job Long Term Substitute Teacher at Mehlville School District
Industry Education Management
Experience
Mehlville School District August 2012 - Present
Stifel Financial Corp. July 2005 - March 2010
Stifel Financial Corp. 2005 - 2010
A.G. Edwards July 2000 - July 2005
Education
Fontbonne University 2007 — 2009
Bachelor of Arts, Elementary Education and Teaching, A
Jefferson College
Associate of Applied Science
Mehlville School District August 2012 - Present
Stifel Financial Corp. July 2005 - March 2010
Stifel Financial Corp. 2005 - 2010
A.G. Edwards July 2000 - July 2005
Education
Fontbonne University 2007 — 2009
Bachelor of Arts, Elementary Education and Teaching, A
Jefferson College
Associate of Applied Science
Laura Farber's A.G. Edwards Experience 2000 - 2004
Job Head Start Teacher
Industry Education Management
Experience
HOPES CAP, Inc. Head Start August 2013 - Present
Catapult Learning September 2009 - June 2013
The Children's Workshop September 2008 - June 2009
Lakeview Elementary School December 2007 - August 2008
All Saint’s Episcopal Day School September 2004 - June 2007
A.G. Edwards 2000 - 2004
Staten Island Savings Bank June 1995 - June 2000
Skills
Early Childhood..., Early Intervention, Early Childhood..., Tools of the Mind..., Pre-K, Early Childhood Literacy, Preschool
Education
College of Saint Elizabeth 2006 — 2007
Teaching Certificate, Teacher of Early Childhood
The College of Staten Island – The City University of New York
Bachelor of Arts (B.A.), Science, Letters, and Society
HOPES CAP, Inc. Head Start August 2013 - Present
Catapult Learning September 2009 - June 2013
The Children's Workshop September 2008 - June 2009
Lakeview Elementary School December 2007 - August 2008
All Saint’s Episcopal Day School September 2004 - June 2007
A.G. Edwards 2000 - 2004
Staten Island Savings Bank June 1995 - June 2000
Skills
Early Childhood..., Early Intervention, Early Childhood..., Tools of the Mind..., Pre-K, Early Childhood Literacy, Preschool
Education
College of Saint Elizabeth 2006 — 2007
Teaching Certificate, Teacher of Early Childhood
The College of Staten Island – The City University of New York
Bachelor of Arts (B.A.), Science, Letters, and Society
Janine Jacobson's A.G. Edwards Experience April 1997 - December 2000
Job Owner/Designer
Industry Design
Experience
J9 Jewelry January 2013 - Present
Self employed January 2001 - January 2013
A.G. Edwards April 1997 - December 2000
Education
Fashion Institute of Technology 1991 — 1995
Bachelor of Applied Science (BASc), Apparel and Textile Marketing Management
J9 Jewelry January 2013 - Present
Self employed January 2001 - January 2013
A.G. Edwards April 1997 - December 2000
Education
Fashion Institute of Technology 1991 — 1995
Bachelor of Applied Science (BASc), Apparel and Textile Marketing Management
Paul McColgan's A.G. Edwards Experience June 1997 - November 1998
Job Operations Manager
Industry Financial Services
Experience
retirement advisory services corp August 2014 - Present
Royal Alliance Associates Inc August 2014 - Present
National Penn Capital Advisors April 2007 - August 2014
Capital Planning Service July 1999 - September 2006
A.G. Edwards June 1997 - November 1998
Stan Cassel's Greenhouses Inc. February 1980 - June 1997
Skills
Finance, Retirement Planning, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Strategic Planning, Financial Reporting
Education
Temple University 1991 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
Delaware Valley College 1976 — 1980
Bachelor of Science (BS), Horticultural Science
Quakertown Community High School 1975 — 1976
High School
Ridley School District 1964 — 1975
retirement advisory services corp August 2014 - Present
Royal Alliance Associates Inc August 2014 - Present
National Penn Capital Advisors April 2007 - August 2014
Capital Planning Service July 1999 - September 2006
A.G. Edwards June 1997 - November 1998
Stan Cassel's Greenhouses Inc. February 1980 - June 1997
Skills
Finance, Retirement Planning, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Strategic Planning, Financial Reporting
Education
Temple University 1991 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
Delaware Valley College 1976 — 1980
Bachelor of Science (BS), Horticultural Science
Quakertown Community High School 1975 — 1976
High School
Ridley School District 1964 — 1975
Sanjay Odedra's A.G. Edwards Experience September 2005 - January 2006
Job Business Development
Industry Hospitality
Experience
Odedra Brothers, LLC June 1999 - Present
The Richman Group January 2006 - May 2006
Ram Real Estate at Fordham November 2002 - May 2006
A.G. Edwards September 2005 - January 2006
Skills
Hotel Management, Financial Analysis, Strategic Planning, Marketing Strategy, Business Strategy
Education
Fordham University 2002 — 2006
Bachelor of Science (BS), Finance and Management
Odedra Brothers, LLC June 1999 - Present
The Richman Group January 2006 - May 2006
Ram Real Estate at Fordham November 2002 - May 2006
A.G. Edwards September 2005 - January 2006
Skills
Hotel Management, Financial Analysis, Strategic Planning, Marketing Strategy, Business Strategy
Education
Fordham University 2002 — 2006
Bachelor of Science (BS), Finance and Management
Gina Freeman's A.G. Edwards Experience 1991 - 2003
Job Adco Products Customer Sevice at Equinox Chemicals, LLC
Industry Chemicals
Experience
Equinox Chemicals, LLC March 2011 - Present
A.G. Edwards 1991 - 2003
Education
Darton College 1989 — 1994
Associate's degree, Business Computer Systems
Equinox Chemicals, LLC March 2011 - Present
A.G. Edwards 1991 - 2003
Education
Darton College 1989 — 1994
Associate's degree, Business Computer Systems
David Batchelder's A.G. Edwards Experience August 2004 - July 2005
Job Compliance analyst at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities April 2010 - Present
JPMorgan Chase November 2005 - May 2010
A.G. Edwards August 2004 - July 2005
Mellon Financial September 1999 - June 2003
Skills
Series 3, Series 7, Series 24, Series 30, Series 34, Series 66, CAMS Certified, Equities, Trading, Securities, Investments, Finance, Options, Bloomberg
Education
University of Rhode Island 1994 — 1999
Bachelor of Science (BS), Finance, General
Florida Atlantic University
Management Information Systems, General
TradeStation Securities April 2010 - Present
JPMorgan Chase November 2005 - May 2010
A.G. Edwards August 2004 - July 2005
Mellon Financial September 1999 - June 2003
Skills
Series 3, Series 7, Series 24, Series 30, Series 34, Series 66, CAMS Certified, Equities, Trading, Securities, Investments, Finance, Options, Bloomberg
Education
University of Rhode Island 1994 — 1999
Bachelor of Science (BS), Finance, General
Florida Atlantic University
Management Information Systems, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.