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
Kirsten Kobbeman Kirsten Kobbeman's A.G. Edwards Experience 1992 - December 1999
Job Business Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors 2000 - April 2014
A.G. Edwards 1992 - December 1999
Skills
Process Improvement, Requirements Analysis, Business Analysis, Service Delivery, Service Excellence, SDLC, Visio, Vendor Management, Requirements Gathering, Integration, Testing, SharePoint
Education
Illinois State University 1989 — 1991
Bachelor of Science, Mathematics / Computer Science
University of Illinois at Urbana-Champaign 1987 — 1989
Architecture
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors 2000 - April 2014
A.G. Edwards 1992 - December 1999
Skills
Process Improvement, Requirements Analysis, Business Analysis, Service Delivery, Service Excellence, SDLC, Visio, Vendor Management, Requirements Gathering, Integration, Testing, SharePoint
Education
Illinois State University 1989 — 1991
Bachelor of Science, Mathematics / Computer Science
University of Illinois at Urbana-Champaign 1987 — 1989
Architecture
Jennifer LeClaire Jennifer LeClaire's A.G. Edwards Experience October 1995 - October 1997
Job SAP Data Entry Specialist at ViJon Laboratories
Industry Consumer Goods
Experience
US Beef Corp August 2012 - Present
ViJon Laboratories January 2009 - July 2012
MRINetwork June 2008 - January 2009
A.G. Edwards Trust Company October 1997 - March 2008
A.G. Edwards October 1995 - October 1997
Skills
Accounting, Management, SAP, Forecasting, Inventory Management, Team Leadership, Team Building, Microsoft Excel, Business Analysis, Continuous Improvement, Project Management, Purchasing, Strategic Planning, Supply Chain, Supply Chain Management
Education
Hickey College 1992 — 1993
Associate's degree, Accounting, 3.8
US Beef Corp August 2012 - Present
ViJon Laboratories January 2009 - July 2012
MRINetwork June 2008 - January 2009
A.G. Edwards Trust Company October 1997 - March 2008
A.G. Edwards October 1995 - October 1997
Skills
Accounting, Management, SAP, Forecasting, Inventory Management, Team Leadership, Team Building, Microsoft Excel, Business Analysis, Continuous Improvement, Project Management, Purchasing, Strategic Planning, Supply Chain, Supply Chain Management
Education
Hickey College 1992 — 1993
Associate's degree, Accounting, 3.8
Matt Clooten, CFP®, CRPC® Matt Clooten, CFP®, CRPC®'s A.G. Edwards Experience April 2007 - October 2008
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. June 2010 - Present
Wells Fargo Advisors October 2008 - June 2010
A.G. Edwards April 2007 - October 2008
Pfizer October 1998 - March 2007
Skills
Strategic Financial..., Finance, Retirement Planning, Investments, Long-term Care, Wealth Management, Portfolio Management, Personal Financial..., Estate Planning, 401k, Wealth Management..., Alternative Investments, Insurance, Mutual Funds, Investment Strategies, Public Speaking, Investment Advisory, Financial Advisory, IRAs, Life Insurance, Certified Financial..., Retirement, Asset Management, Fixed Annuities, Asset Managment, Asset Allocation, 401k Rollovers, Securities, FINRA, Financial Planners, Financial Services, Bonds, Separately Managed..., Long Term Care, Financial Planning, Annuities, Team Leadership
Education
Kaplan University-Davenport Campus 2011 — 2012
Certificate, Financial Planning Education Program
Northern State University 1992 — 1997
Bachelor of Science (B.S.), Biology, Chemistry, Athletic Training
Benjamin F. Edwards & Co. June 2010 - Present
Wells Fargo Advisors October 2008 - June 2010
A.G. Edwards April 2007 - October 2008
Pfizer October 1998 - March 2007
Skills
Strategic Financial..., Finance, Retirement Planning, Investments, Long-term Care, Wealth Management, Portfolio Management, Personal Financial..., Estate Planning, 401k, Wealth Management..., Alternative Investments, Insurance, Mutual Funds, Investment Strategies, Public Speaking, Investment Advisory, Financial Advisory, IRAs, Life Insurance, Certified Financial..., Retirement, Asset Management, Fixed Annuities, Asset Managment, Asset Allocation, 401k Rollovers, Securities, FINRA, Financial Planners, Financial Services, Bonds, Separately Managed..., Long Term Care, Financial Planning, Annuities, Team Leadership
Education
Kaplan University-Davenport Campus 2011 — 2012
Certificate, Financial Planning Education Program
Northern State University 1992 — 1997
Bachelor of Science (B.S.), Biology, Chemistry, Athletic Training
Melissa Teater Melissa Teater's A.G. Edwards Experience June 1998 - February 1999
Job Senior Manager Enterprise Holdings | Service Desk | Service Design and Delivery | Customer Experience
Industry Information Technology and Services
Experience
Enterprise Holdings July 2011 - Present
Enterprise Holdings 2007 - 2011
HDI St Louis Chapter May 2008 - April 2010
Enterprise Holdings March 1999 - 2007
A.G. Edwards June 1998 - February 1999
Boise Office Solutions 1996 - 1998
Skills
ITIL, Service Desk, IT Service Management, Process Improvement, Incident Management, Team Leadership, IT Management, Call Center, Change Management, IT Strategy, Team Building, Customer Service, Business Analysis, Knowledge Management, KCS, Service Desk Management, Help Desk Support, Vendor Management, Technical Support, Troubleshooting, Management, Program Management, Project Management, Operations Management, Call Centers, Software Documentation, Enterprise Software, Leadership, Team Management, SharePoint, Visio, IT Operations, System Administration, Data Center, Networking, Information Technology, Service Delivery
Education
Lindenwood University 2012 — 2016
Bachelor of Science (BS), Business Management
Parkway Central High School 1991 — 1992
Highschool Diploma
Enterprise Holdings July 2011 - Present
Enterprise Holdings 2007 - 2011
HDI St Louis Chapter May 2008 - April 2010
Enterprise Holdings March 1999 - 2007
A.G. Edwards June 1998 - February 1999
Boise Office Solutions 1996 - 1998
Skills
ITIL, Service Desk, IT Service Management, Process Improvement, Incident Management, Team Leadership, IT Management, Call Center, Change Management, IT Strategy, Team Building, Customer Service, Business Analysis, Knowledge Management, KCS, Service Desk Management, Help Desk Support, Vendor Management, Technical Support, Troubleshooting, Management, Program Management, Project Management, Operations Management, Call Centers, Software Documentation, Enterprise Software, Leadership, Team Management, SharePoint, Visio, IT Operations, System Administration, Data Center, Networking, Information Technology, Service Delivery
Education
Lindenwood University 2012 — 2016
Bachelor of Science (BS), Business Management
Parkway Central High School 1991 — 1992
Highschool Diploma
Todd Bunton, CFA's A.G. Edwards Experience September 2005 - November 2006
Job Equity Analyst at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research September 2010 - Present
Morton Collision Repair November 2006 - September 2010
A.G. Edwards September 2005 - November 2006
Skills
DCF, Financial Modeling, Equity Research, Equity Valuation, Valuation, Equities, Business Valuation, Investments, Strategy, Securities, Analysis, Hedge Funds, Investment Management, Financial Markets, Portfolio Management, Finance
Education
Indiana University - Kelley School of Business 2001 — 2005
BS in Business, Finance, GPA: 3.73/4.00
Zacks Investment Research September 2010 - Present
Morton Collision Repair November 2006 - September 2010
A.G. Edwards September 2005 - November 2006
Skills
DCF, Financial Modeling, Equity Research, Equity Valuation, Valuation, Equities, Business Valuation, Investments, Strategy, Securities, Analysis, Hedge Funds, Investment Management, Financial Markets, Portfolio Management, Finance
Education
Indiana University - Kelley School of Business 2001 — 2005
BS in Business, Finance, GPA: 3.73/4.00
Richard Hilgert Richard Hilgert's A.G. Edwards Experience August 1989 - April 1995
Job Senior Equity Analyst at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. July 2010 - Present
AFR, LLC November 2008 - July 2010
Roland Berger Strategy Consultants April 2008 - November 2008
Fitch Ratings November 2004 - January 2008
Oppenheimer & Co. October 1997 - October 2004
Stifel Nicolaus April 1995 - October 1997
A.G. Edwards August 1989 - April 1995
American General Finance January 1987 - August 1989
Skills
Investments, Financial Research, Finance, Analysis, Strategy, Financial Advisory, Forecasting, Equity Research, DCF, Equity Valuation, Financial Modeling, Valuation, Equities, Fixed Income, Due Diligence, Competitive Analysis, Credit Analysis, Investment Banking, Automotive, Automotive Forecasting, Industrials, Financial Markets, Mutual Funds, Morningstar Direct, Financial Services, Bonds, Trading, Portfolio Management, Credit, Capital Markets, Asset Management, Asset Allocation, Investment Management, Alternative Investments, Corporate Finance, Investment Strategies, Emerging Markets
Education
Saint Louis University 1993 — 1997
Masters, Finance
Illinois Wesleyan University 1982 — 1986
Bachelors, Business Administration
Morningstar, Inc. July 2010 - Present
AFR, LLC November 2008 - July 2010
Roland Berger Strategy Consultants April 2008 - November 2008
Fitch Ratings November 2004 - January 2008
Oppenheimer & Co. October 1997 - October 2004
Stifel Nicolaus April 1995 - October 1997
A.G. Edwards August 1989 - April 1995
American General Finance January 1987 - August 1989
Skills
Investments, Financial Research, Finance, Analysis, Strategy, Financial Advisory, Forecasting, Equity Research, DCF, Equity Valuation, Financial Modeling, Valuation, Equities, Fixed Income, Due Diligence, Competitive Analysis, Credit Analysis, Investment Banking, Automotive, Automotive Forecasting, Industrials, Financial Markets, Mutual Funds, Morningstar Direct, Financial Services, Bonds, Trading, Portfolio Management, Credit, Capital Markets, Asset Management, Asset Allocation, Investment Management, Alternative Investments, Corporate Finance, Investment Strategies, Emerging Markets
Education
Saint Louis University 1993 — 1997
Masters, Finance
Illinois Wesleyan University 1982 — 1986
Bachelors, Business Administration
Taunia Mason Taunia Mason's A.G. Edwards Experience November 2000 - July 2007
Job Producer at GoGetter Productions, LLC
Industry Broadcast Media
Experience
GoGetter Productions, LLC January 2011 - Present
HEC-TV March 2011 - Present
BJC HealthCare July 2007 - September 2010
A.G. Edwards November 2000 - July 2007
Lutheran Hour Ministries April 1995 - November 2000
CW-‐11TV February 1986 - November 1992
Education
Lindenwood University
Bachelor's degree, Mass Communication/Media Studies
GoGetter Productions, LLC January 2011 - Present
HEC-TV March 2011 - Present
BJC HealthCare July 2007 - September 2010
A.G. Edwards November 2000 - July 2007
Lutheran Hour Ministries April 1995 - November 2000
CW-‐11TV February 1986 - November 1992
Education
Lindenwood University
Bachelor's degree, Mass Communication/Media Studies
Benjamin J. Siders Benjamin J. Siders's A.G. Edwards Experience March 2005 - July 2006
Job Intellectual Property Attorney & Commercial Litigator at Lewis Rice LLC
Industry Law Practice
Experience
Lewis Rice LLC October 2009 - Present
Lewis Rice LLC May 2007 - August 2007
A.G. Edwards March 2005 - July 2006
Computerized Medical Systems January 2003 - March 2005
Amdocs, Ltd April 2001 - January 2003
APAC Customer Services July 2000 - April 2001
Skills
Intellectual Property, Patents, Commercial Litigation, Perl, Entrepreneurship, Web Development, Unix, Litigation, Legal Writing, Legal Research, Civil Litigation, Telecommunications, Trade Secrets, Trademarks, Licensing, Copyright Law, Patent Prosecution
Education
Washington University in St. Louis School of Law 2006 — 2009
Juris Doctor, Law
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Science (went to law school before completing), Applied Mathematics, Computer Science
University of Iowa 1997 — 2000
Bachelor of Arts, English
Marquette University 1994 — 1996
Engineering, Computer Science
Lewis Rice LLC October 2009 - Present
Lewis Rice LLC May 2007 - August 2007
A.G. Edwards March 2005 - July 2006
Computerized Medical Systems January 2003 - March 2005
Amdocs, Ltd April 2001 - January 2003
APAC Customer Services July 2000 - April 2001
Skills
Intellectual Property, Patents, Commercial Litigation, Perl, Entrepreneurship, Web Development, Unix, Litigation, Legal Writing, Legal Research, Civil Litigation, Telecommunications, Trade Secrets, Trademarks, Licensing, Copyright Law, Patent Prosecution
Education
Washington University in St. Louis School of Law 2006 — 2009
Juris Doctor, Law
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Science (went to law school before completing), Applied Mathematics, Computer Science
University of Iowa 1997 — 2000
Bachelor of Arts, English
Marquette University 1994 — 1996
Engineering, Computer Science
Kelly Stonebarger Kelly Stonebarger's A.G. Edwards Experience March 2005 - August 2008
Job Financial Planning Specialist at Axius Financial
Industry Financial Services
Experience
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
Alicia Heins's A.G. Edwards Experience 2003 - 2005
Job Account Manager
Industry Retail
Experience
Muller Bressler Brown April 2014 - Present
Cerner Corporation May 2013 - April 2014
Bernstein-Rein Advertising April 2011 - May 2013
Payless ShoeSource May 2009 - April 2011
Payless ShoeSource June 2007 - May 2009
Meers Advertising July 2008 - September 2008
Meers Advertising June 2006 - August 2006
A.G. Edwards 2003 - 2005
Skills
Advertising, Marketing Communications, Event Planning, Brand Development, Retail, Competitive Analysis, Management, Marketing
Education
Kansas State University 2002 — 2007
Marketing/Management
Muller Bressler Brown April 2014 - Present
Cerner Corporation May 2013 - April 2014
Bernstein-Rein Advertising April 2011 - May 2013
Payless ShoeSource May 2009 - April 2011
Payless ShoeSource June 2007 - May 2009
Meers Advertising July 2008 - September 2008
Meers Advertising June 2006 - August 2006
A.G. Edwards 2003 - 2005
Skills
Advertising, Marketing Communications, Event Planning, Brand Development, Retail, Competitive Analysis, Management, Marketing
Education
Kansas State University 2002 — 2007
Marketing/Management
Jim Beebe Jim Beebe's A.G. Edwards Experience November 1995 - September 1997
Job Technical Writer at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2014 - Present
Self Employed February 2013 - Present
Orbitz August 2006 - February 2013
Self Employed April 2000 - August 2006
Infogix (Formerly Unitech) September 1997 - March 2000
A.G. Edwards November 1995 - September 1997
Barnstead International September 1990 - November 1995
Skills
Technical Writing, Software architecture..., Technical Documentation, End-User Doumentation, Visio, Microsoft Word, Microsoft Excel, Confluence, JIRA, NetBeans, XMLSpy, JAD, Liferay, SnagIt, Adobe Acrobat, FrameMaker, RoboHelp, Captivate, Flash, FreeMind, Corel Draw, Illustrator, Agile Methodolgy, Waterfall, Mind Mapping, Iterative Methodologies, SDLC, Online Help Development, XML Schema, Business Process..., Hardware Use Procedures, Hardware Maintanence..., Java, HTML, XML, Network Architecture..., Wiki Development, Microsoft Office, Microsoft Project, JCL, ITIL, COBOL, Hardware Assembly..., Rational Rose 2000, SGML, Documentation..., Business Analysis, Agile Methodologies, MS Project, Agile Project Management
Education
Harvard University 1986 — 1988
Master's degree, Theology/Theological Studies, 3.5
Whitworth University 1980 — 1984
Bachelor's degree, Theology/Theological Studies, 3.9
Fairview High 1977 — 1980
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2014 - Present
Self Employed February 2013 - Present
Orbitz August 2006 - February 2013
Self Employed April 2000 - August 2006
Infogix (Formerly Unitech) September 1997 - March 2000
A.G. Edwards November 1995 - September 1997
Barnstead International September 1990 - November 1995
Skills
Technical Writing, Software architecture..., Technical Documentation, End-User Doumentation, Visio, Microsoft Word, Microsoft Excel, Confluence, JIRA, NetBeans, XMLSpy, JAD, Liferay, SnagIt, Adobe Acrobat, FrameMaker, RoboHelp, Captivate, Flash, FreeMind, Corel Draw, Illustrator, Agile Methodolgy, Waterfall, Mind Mapping, Iterative Methodologies, SDLC, Online Help Development, XML Schema, Business Process..., Hardware Use Procedures, Hardware Maintanence..., Java, HTML, XML, Network Architecture..., Wiki Development, Microsoft Office, Microsoft Project, JCL, ITIL, COBOL, Hardware Assembly..., Rational Rose 2000, SGML, Documentation..., Business Analysis, Agile Methodologies, MS Project, Agile Project Management
Education
Harvard University 1986 — 1988
Master's degree, Theology/Theological Studies, 3.5
Whitworth University 1980 — 1984
Bachelor's degree, Theology/Theological Studies, 3.9
Fairview High 1977 — 1980
Kimberly Schutte Kimberly Schutte's A.G. Edwards Experience January 2006 - May 2008
Job Office Manager at Kennedy Wealth Group
Industry Financial Services
Experience
Kennedy Wealth Group August 2010 - Present
Jade Private Wealth Management May 2008 - May 2010
A.G. Edwards January 2006 - May 2008
Skills
Customer Service, Event Planning, Budgets, Office Management, Microsoft Excel, Microsoft Office, Strategic Planning, Marketing, Microsoft Word, Insurance, Fundraising, Nonprofits, Leadership, Public Relations, Team Building, Social Media Marketing, Public Speaking, Event Management, Training, Community Outreach, Recruiting, Leadership Development, Human Resources, Outlook, Sales
Education
Quincy University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Wood Community College 1999 — 2001
Associate of Science (A.S.), Business
QND 1995 — 1999
Kennedy Wealth Group August 2010 - Present
Jade Private Wealth Management May 2008 - May 2010
A.G. Edwards January 2006 - May 2008
Skills
Customer Service, Event Planning, Budgets, Office Management, Microsoft Excel, Microsoft Office, Strategic Planning, Marketing, Microsoft Word, Insurance, Fundraising, Nonprofits, Leadership, Public Relations, Team Building, Social Media Marketing, Public Speaking, Event Management, Training, Community Outreach, Recruiting, Leadership Development, Human Resources, Outlook, Sales
Education
Quincy University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Wood Community College 1999 — 2001
Associate of Science (A.S.), Business
QND 1995 — 1999
Don Ivanovich Don Ivanovich's A.G. Edwards Experience 2000 - 2002
Job Equity Trader at Great Point Capital
Industry Financial Services
Experience
Great Point Capital 2003 - Present
A.G. Edwards 2000 - 2002
Gruntal & Co. 1996 - 2000
Skills
Equities, Equity Trading, Trading, Options, Derivatives, Electronic Trading, Financial Markets, Bloomberg, Series 7, Trading Systems, Portfolio Management, Hedge Funds, Securities, Investments, Technical Analysis, Financial Services, Risk Management
Education
Illinois State University
Great Point Capital 2003 - Present
A.G. Edwards 2000 - 2002
Gruntal & Co. 1996 - 2000
Skills
Equities, Equity Trading, Trading, Options, Derivatives, Electronic Trading, Financial Markets, Bloomberg, Series 7, Trading Systems, Portfolio Management, Hedge Funds, Securities, Investments, Technical Analysis, Financial Services, Risk Management
Education
Illinois State University
Erin Baskett, CPA, CGMA Erin Baskett, CPA, CGMA's A.G. Edwards Experience 2001 - 2003
Job Managing Partner CFO/CCO
Industry Financial Services
Experience
Autonomous Research US LP August 2012 - Present
Autonomous Research Foundation US August 2013 - Present
Smith, Moore & Company May 2010 - August 2012
Wolfe Nilges Nahorski June 2004 - May 2010
Moneta Group 2003 - 2004
A.G. Edwards 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, Audit, Internal Controls, Accruals, Monthly Close, Full Cycle Accounting, General Ledger..., Monthly Reporting, Annual Budgets, Year End Close, Financial Management, Cash Management, Forecasting, Executive Management, Executives, Corporate Finance, Financials, Financial Control, Procedure Design, Series 24, FINOP, Year-end Close, Financial Audits, GAAP, Financial Services, Financial Statements, Finance, Investments, SEC filings, CPA, Financial Accounting, Tax, Strategic Financial..., Revenue Recognition, Tax Preparation, Corporate Tax, Consolidation, Asset Management, CFOs, Operations Management, Compliance, Legal Compliance, US GAAP, Cash Flow, Cost Accounting, Variance Analysis
Education
Lindenwood University
MBA, Accounting, Business
University of Missouri-Saint Louis
BSBA, Accounting, Finance
Autonomous Research US LP August 2012 - Present
Autonomous Research Foundation US August 2013 - Present
Smith, Moore & Company May 2010 - August 2012
Wolfe Nilges Nahorski June 2004 - May 2010
Moneta Group 2003 - 2004
A.G. Edwards 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, Audit, Internal Controls, Accruals, Monthly Close, Full Cycle Accounting, General Ledger..., Monthly Reporting, Annual Budgets, Year End Close, Financial Management, Cash Management, Forecasting, Executive Management, Executives, Corporate Finance, Financials, Financial Control, Procedure Design, Series 24, FINOP, Year-end Close, Financial Audits, GAAP, Financial Services, Financial Statements, Finance, Investments, SEC filings, CPA, Financial Accounting, Tax, Strategic Financial..., Revenue Recognition, Tax Preparation, Corporate Tax, Consolidation, Asset Management, CFOs, Operations Management, Compliance, Legal Compliance, US GAAP, Cash Flow, Cost Accounting, Variance Analysis
Education
Lindenwood University
MBA, Accounting, Business
University of Missouri-Saint Louis
BSBA, Accounting, Finance
Davis de Montluzin's A.G. Edwards Experience May 1993 - November 1994
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS August 2011 - Present
Merrill Lynch December 1994 - July 2011
A.G. Edwards May 1993 - November 1994
Golden Bear International Inc March 1989 - April 1993
Education
Loyola University New Orleans 1973 — 1977
Bachelor's degree
UBS August 2011 - Present
Merrill Lynch December 1994 - July 2011
A.G. Edwards May 1993 - November 1994
Golden Bear International Inc March 1989 - April 1993
Education
Loyola University New Orleans 1973 — 1977
Bachelor's degree
Richard Paris's A.G. Edwards Experience September 1995 - October 2008
Job First Vice President, Certified Financial Planner at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2008 - Present
A.G. Edwards September 1995 - October 2008
Education
Indiana University-Southeast 1990 — 1994
Bachelor of Science (B.S.), Business/Finance
UBS October 2008 - Present
A.G. Edwards September 1995 - October 2008
Education
Indiana University-Southeast 1990 — 1994
Bachelor of Science (B.S.), Business/Finance
Derek Beiter's A.G. Edwards Experience October 2004 - October 2007
Job Vice President External Investment Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Edward Jones October 2007 - November 2014
A.G. Edwards October 2004 - October 2007
The St. Louis Trust Company January 2004 - October 2004
A.G. Edwards May 2001 - December 2003
Skills
Investments, Mutual Funds, Asset Allocation, Equities, Fixed Income, Statistical Data..., Public Speaking, Mentoring, Analysis
Education
McKendree University 1997 — 2001
Bachelor of Business Administration (BBA), Economics & Finance
Wells Fargo July 2015 - Present
Edward Jones October 2007 - November 2014
A.G. Edwards October 2004 - October 2007
The St. Louis Trust Company January 2004 - October 2004
A.G. Edwards May 2001 - December 2003
Skills
Investments, Mutual Funds, Asset Allocation, Equities, Fixed Income, Statistical Data..., Public Speaking, Mentoring, Analysis
Education
McKendree University 1997 — 2001
Bachelor of Business Administration (BBA), Economics & Finance
Steven Fryman Steven Fryman's A.G. Edwards Experience May 2004 - March 2005
Job Client Manager at Nieslen
Industry Financial Services
Experience
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
Shawn Baty Shawn Baty's A.G. Edwards Experience May 2000 - April 2007
Job Principal Technical Architect at EVtechnologies
Industry Information Technology and Services
Experience
EVtechnologies January 2011 - Present
Siebert Insurance 2006 - 2013
Phoenix Learning Group 1994 - 2013
Strategic Staffing Solutions March 2010 - January 2011
SuddenLink April 2007 - February 2010
A.G. Edwards May 2000 - April 2007
Ralston Purina Company February 1992 - May 2000
Skills
Data Warehousing, Business Objects, Business Intelligence, ETL, Data Modeling, SQL, Microsoft SQL Server, Unix, PL/SQL, Oracle, SDLC, Business Analysis, Databases, Informatica, Integration, Visio, Enterprise Architecture
Education
Maryville University of Saint Louis 1992 — 1997
Bachelor of Applied Science (BASc), Information Technology
EVtechnologies January 2011 - Present
Siebert Insurance 2006 - 2013
Phoenix Learning Group 1994 - 2013
Strategic Staffing Solutions March 2010 - January 2011
SuddenLink April 2007 - February 2010
A.G. Edwards May 2000 - April 2007
Ralston Purina Company February 1992 - May 2000
Skills
Data Warehousing, Business Objects, Business Intelligence, ETL, Data Modeling, SQL, Microsoft SQL Server, Unix, PL/SQL, Oracle, SDLC, Business Analysis, Databases, Informatica, Integration, Visio, Enterprise Architecture
Education
Maryville University of Saint Louis 1992 — 1997
Bachelor of Applied Science (BASc), Information Technology
Matthew Crews, CFA, CFP Matthew Crews, CFA, CFP's A.G. Edwards Experience March 2007 - November 2007
Job Financial Advisor at Smith Patrick Financial Advisors
Industry Financial Services
Experience
Smith Patrick Financial Advisors September 2011 - Present
Noble Financial January 2008 - September 2011
A.G. Edwards March 2007 - November 2007
The Motley Fool October 2006 - March 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Research
Education
Hendrix College 1989 — 1994
Bachelor of Arts, Biology
Smith Patrick Financial Advisors September 2011 - Present
Noble Financial January 2008 - September 2011
A.G. Edwards March 2007 - November 2007
The Motley Fool October 2006 - March 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Research
Education
Hendrix College 1989 — 1994
Bachelor of Arts, Biology
Tracy Donovan Smith's A.G. Edwards Experience January 1994 - 1996
Job Smith & Associates Consulting Group LLC, Government Relations Consultants, Strategic Business Networking Advisors
Industry Government Relations
Experience
Liquid Design Group, LLC November 2013 - Present
Smith and Associates Consulting Group LLC October 2007 - Present
Amgen January 1999 - January 2004
Searle January 1995 - January 1998
A.G. Edwards January 1994 - 1996
U.S. House of Representatives 1993 - 1993
Skills
Policy, Politics, Public Relations, Strategic Planning, Biotechnology, Leadership, Managed Care, Government, Medical Devices, Pharmaceutical Industry, Negotiation, Sales Management, Lobbying, Healthcare, Legislation, Project Management, Legislative Relations, Market Research, Fundraising, Strategic Communications, Sales Operations, Public Speaking, Marketing, Budgets, Team Building, Sales, Social Media, Contract Negotiation, Community Outreach, Event Planning, Research, Public Policy, Strategy, Public Affairs, Media Relations, Human Resources, Nonprofits, Business Development, Crisis Communications
Education
Louisiana State University 1989 — 1994
Bachelor of Arts (B.A.), Public Policy Analysis, English, History, Economics
Louisiana State University and Agricultural and Mechanical College 1989 — 1994
Bachelors, Political Science, History, English
Liquid Design Group, LLC November 2013 - Present
Smith and Associates Consulting Group LLC October 2007 - Present
Amgen January 1999 - January 2004
Searle January 1995 - January 1998
A.G. Edwards January 1994 - 1996
U.S. House of Representatives 1993 - 1993
Skills
Policy, Politics, Public Relations, Strategic Planning, Biotechnology, Leadership, Managed Care, Government, Medical Devices, Pharmaceutical Industry, Negotiation, Sales Management, Lobbying, Healthcare, Legislation, Project Management, Legislative Relations, Market Research, Fundraising, Strategic Communications, Sales Operations, Public Speaking, Marketing, Budgets, Team Building, Sales, Social Media, Contract Negotiation, Community Outreach, Event Planning, Research, Public Policy, Strategy, Public Affairs, Media Relations, Human Resources, Nonprofits, Business Development, Crisis Communications
Education
Louisiana State University 1989 — 1994
Bachelor of Arts (B.A.), Public Policy Analysis, English, History, Economics
Louisiana State University and Agricultural and Mechanical College 1989 — 1994
Bachelors, Political Science, History, English
Elizabeth Fung Elizabeth Fung's A.G. Edwards Experience December 2005 - October 2007
Job System Developer Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture February 2013 - Present
Accenture September 2012 - February 2013
Scottrade January 2011 - September 2012
Scottrade November 2008 - January 2011
Scottrade October 2007 - November 2008
A.G. Edwards December 2005 - October 2007
Skills
PeopleSoft, Essbase, Business Analysis, Business Intelligence, Toad, SDLC, ERP, Data Warehousing, Microsoft Office, Filezilla, System Administration, Oracle, PeopleTools, UltraEdit, SnagIt, Toad for Oracle, Hyperion Reports, Hyperion Essbase, Project Management, Help Desk Support, SQL, Accounts Payable, XML, Quality Assurance, Application Security, Oracle SQL Developer, PeopleCode, SQR, PeopleSoft Financial
Education
Maryville University of Saint Louis 2008 — 2011
Bachelor of Science (B.S.), Accounting Information Systems
Accenture February 2013 - Present
Accenture September 2012 - February 2013
Scottrade January 2011 - September 2012
Scottrade November 2008 - January 2011
Scottrade October 2007 - November 2008
A.G. Edwards December 2005 - October 2007
Skills
PeopleSoft, Essbase, Business Analysis, Business Intelligence, Toad, SDLC, ERP, Data Warehousing, Microsoft Office, Filezilla, System Administration, Oracle, PeopleTools, UltraEdit, SnagIt, Toad for Oracle, Hyperion Reports, Hyperion Essbase, Project Management, Help Desk Support, SQL, Accounts Payable, XML, Quality Assurance, Application Security, Oracle SQL Developer, PeopleCode, SQR, PeopleSoft Financial
Education
Maryville University of Saint Louis 2008 — 2011
Bachelor of Science (B.S.), Accounting Information Systems
H. Calvin McDermid H. Calvin McDermid's A.G. Edwards Experience March 1989 - March 1995
Job Investment Advisor Representative with Lincoln Financial Securities Corp., member SIPC.
Industry Financial Services
Experience
Lincoln Financial Securities, a broker/dealer (member SIPC) and registered investment advisor. November 1995 - Present
McDermid Financial March 1995 - Present
A.G. Edwards March 1989 - March 1995
E.F. Hutton March 1987 - March 1989
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 7, IRAs, 401k, Series 63, Long-term Care, Insurance, Mutual Funds, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Investments, Series 6, Series 65, 401k Rollovers, Estate Planning
Education
University of Florida 1972 — 1975
Bachelor's degree, Business Administration
Indian River Community College 1970 — 1972
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Lincoln Financial Securities, a broker/dealer (member SIPC) and registered investment advisor. November 1995 - Present
McDermid Financial March 1995 - Present
A.G. Edwards March 1989 - March 1995
E.F. Hutton March 1987 - March 1989
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 7, IRAs, 401k, Series 63, Long-term Care, Insurance, Mutual Funds, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Investments, Series 6, Series 65, 401k Rollovers, Estate Planning
Education
University of Florida 1972 — 1975
Bachelor's degree, Business Administration
Indian River Community College 1970 — 1972
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Isaac Hernandez Isaac Hernandez's A.G. Edwards Experience January 2008 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West April 2012 - Present
The PMI Group February 2010 - April 2012
Merrill Lynch August 2008 - June 2009
A.G. Edwards January 2008 - June 2008
Reliable Construction January 2005 - August 2007
Financial Results Inc. October 2003 - December 2004
Skills
Client Aquisition, Leadership Studies, Loss Mitigation, Market Research, Process Improvement, Project Management, Social Media, Small Business..., Small Business..., Strategic Planning, 10 Key, Android Technology, AFS, Fannie Mae AMN, FileNet, Freddie Mac Homesteps, FTP Sites, NewImage Express, Kodak Capture Software, LexisNexis Bridger..., Merrill Lynch Wealth..., Microsoft Office, PMI Central, QuickBooks, Risk Navigator, SnowBatch, Image Capture, FTP, Accounting, Small Business, Risk Management, Mortgage Servicing, Loans, Credit, Mortgage Lending, Mortgage Banking, Finance, Management, Insurance, Strategy, Training, Human Resources, Financial Services, Portfolio Management, Investments, Credit Analysis, Recruiting, Time Management, Loan Origination, @Risk
Education
University of California, Berkeley 2013 — 2014
Certificate Program, Project Management
Harvard University 2009 — 2009
Principles and Lessons on Leadership, 4.0
San Diego State University-California State University 2007 — 2009
B.S., Business Administration Management
Bank of the West April 2012 - Present
The PMI Group February 2010 - April 2012
Merrill Lynch August 2008 - June 2009
A.G. Edwards January 2008 - June 2008
Reliable Construction January 2005 - August 2007
Financial Results Inc. October 2003 - December 2004
Skills
Client Aquisition, Leadership Studies, Loss Mitigation, Market Research, Process Improvement, Project Management, Social Media, Small Business..., Small Business..., Strategic Planning, 10 Key, Android Technology, AFS, Fannie Mae AMN, FileNet, Freddie Mac Homesteps, FTP Sites, NewImage Express, Kodak Capture Software, LexisNexis Bridger..., Merrill Lynch Wealth..., Microsoft Office, PMI Central, QuickBooks, Risk Navigator, SnowBatch, Image Capture, FTP, Accounting, Small Business, Risk Management, Mortgage Servicing, Loans, Credit, Mortgage Lending, Mortgage Banking, Finance, Management, Insurance, Strategy, Training, Human Resources, Financial Services, Portfolio Management, Investments, Credit Analysis, Recruiting, Time Management, Loan Origination, @Risk
Education
University of California, Berkeley 2013 — 2014
Certificate Program, Project Management
Harvard University 2009 — 2009
Principles and Lessons on Leadership, 4.0
San Diego State University-California State University 2007 — 2009
B.S., Business Administration Management
Angela Ruffin-Stacker's A.G. Edwards Experience March 2001 - May 2007
Job VP Diversity Recruitment at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wachovia Securities May 2007 - December 2010
A.G. Edwards March 2001 - May 2007
A.G. Edwards April 1994 - March 2001
Boeing September 1980 - April 1994
Skills
Series 7, Series 66
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Political Science and Government
Lindenwood University
Master's degree, Marketing
Wells Fargo Advisors January 2011 - Present
Wachovia Securities May 2007 - December 2010
A.G. Edwards March 2001 - May 2007
A.G. Edwards April 1994 - March 2001
Boeing September 1980 - April 1994
Skills
Series 7, Series 66
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Political Science and Government
Lindenwood University
Master's degree, Marketing
Chad Estep Chad Estep's A.G. Edwards Experience 2000 - 2001
Job Chief Compliance Officer E*TRADE Securities LLC
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Stifel Financial Corp. 2005 - May 2015
PowellJohnson 2002 - 2004
A.G. Edwards 2000 - 2001
J.C. Bradford & Co. 1998 - 2000
Deloitte 1995 - 1998
Education
Lipscomb University 1991 — 1995
Bachelor of Science, Professional Accountancy
E*TRADE Financial Corporation May 2015 - Present
Stifel Financial Corp. 2005 - May 2015
PowellJohnson 2002 - 2004
A.G. Edwards 2000 - 2001
J.C. Bradford & Co. 1998 - 2000
Deloitte 1995 - 1998
Education
Lipscomb University 1991 — 1995
Bachelor of Science, Professional Accountancy
Darryl Bennett, MBA's A.G. Edwards Experience June 2000 - March 2003
Job Director, Strategy and Planning at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts September 2013 - Present
Express Scripts November 2009 - September 2013
Express Scripts November 2008 - November 2009
Express Scripts October 2007 - November 2008
Express Scripts June 2006 - October 2007
INROADS November 2003 - June 2006
A.G. Edwards June 2000 - March 2003
Ameren June 1987 - June 2000
Skills
Cross-functional Team..., Analysis, Strategic Planning, Administration, Business Analysis, Data Analysis, Mentoring, Documentation, SharePoint, Problem Solving, Negotiation, Healthcare, Coaching, Business Objects, Access, Excel, PowerPoint, Word, Team Leadership, Management, Microsoft Excel, Project Planning, Process Improvement, Team Building, Vendor Management, Software Documentation, Customer Service, Program Management, Forecasting, Visio, Purchasing, Change Management, Microsoft Word, Pharmacy Benefit..., Project Management, Training, Business Process...
Education
Lindenwood University 2009 — 2010
Masters, Business Administration
Webster University 1995 — 1999
Bachelors of Applied Science, Information Science
Webster University 1995 — 1999
Bachelors of Arts, Business Administration
Express Scripts September 2013 - Present
Express Scripts November 2009 - September 2013
Express Scripts November 2008 - November 2009
Express Scripts October 2007 - November 2008
Express Scripts June 2006 - October 2007
INROADS November 2003 - June 2006
A.G. Edwards June 2000 - March 2003
Ameren June 1987 - June 2000
Skills
Cross-functional Team..., Analysis, Strategic Planning, Administration, Business Analysis, Data Analysis, Mentoring, Documentation, SharePoint, Problem Solving, Negotiation, Healthcare, Coaching, Business Objects, Access, Excel, PowerPoint, Word, Team Leadership, Management, Microsoft Excel, Project Planning, Process Improvement, Team Building, Vendor Management, Software Documentation, Customer Service, Program Management, Forecasting, Visio, Purchasing, Change Management, Microsoft Word, Pharmacy Benefit..., Project Management, Training, Business Process...
Education
Lindenwood University 2009 — 2010
Masters, Business Administration
Webster University 1995 — 1999
Bachelors of Applied Science, Information Science
Webster University 1995 — 1999
Bachelors of Arts, Business Administration
Kellie Radford Kellie Radford's A.G. Edwards Experience June 2007 - August 2007
Job
Industry Marketing and Advertising
Experience
AARP December 2014 - Present
JLL June 2013 - November 2014
Merrill Lynch March 2010 - May 2013
GFK March 2008 - December 2009
Northwestern University Medill IMC September 2006 - December 2007
A.G. Edwards June 2007 - August 2007
U.S. Chamber of Commerce December 2003 - September 2006
Skills
Marketing, Strategy, Social Media, Integrated Marketing, Marketing Strategy, Market Research, Marketing Communications, Digital Marketing, Corporate Branding, Leadership, Marketing Research, Strategic Communications, Strategic Planning, Analytics, Corporate Communications, Public Relations, Direct Marketing, Digital Strategy
Education
Northwestern University 2006 — 2007
Master of Science (M.S.), Integrated Marketing
Hood College
Bachelor's Degree, Communications
AARP December 2014 - Present
JLL June 2013 - November 2014
Merrill Lynch March 2010 - May 2013
GFK March 2008 - December 2009
Northwestern University Medill IMC September 2006 - December 2007
A.G. Edwards June 2007 - August 2007
U.S. Chamber of Commerce December 2003 - September 2006
Skills
Marketing, Strategy, Social Media, Integrated Marketing, Marketing Strategy, Market Research, Marketing Communications, Digital Marketing, Corporate Branding, Leadership, Marketing Research, Strategic Communications, Strategic Planning, Analytics, Corporate Communications, Public Relations, Direct Marketing, Digital Strategy
Education
Northwestern University 2006 — 2007
Master of Science (M.S.), Integrated Marketing
Hood College
Bachelor's Degree, Communications
James Work James Work's A.G. Edwards Experience April 2004 - July 2005
Job Personal Financial Representative at Allstate Financial Services
Industry Insurance
Experience
Allstate Financial Services July 2005 - Present
A.G. Edwards April 2004 - July 2005
Banc One Securities Corporation September 1998 - April 2004
Morgan Stanley Dean Witter February 1995 - September 1998
American General Life and Accident August 1994 - February 1995
Mutual of Omaha May 1993 - August 1994
Skills
Life & Health Insurance..., Series 7, Series 63, Series 65, Fixed Annuities, Variable Annuities, Mutual Funds, 529 Plans, IRAs, 401k Rollovers, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Investment Strategies, Underwriting, Consumer Lending, College Savings Plans, Saving for Education, Whole Life, Finance, Long-term Care, Small Business, Retirement, Qualified Retirement..., Financial Planners, Asset Allocation, Universal Life, Strategic Financial..., 401k, Financial Services, Loans, Property & Casualty..., General Insurance, Term Life Insurance, Critical Illness, Employee Benefits, Health Insurance, Investments, Disability Insurance, Wealth Management..., Roth IRA, Small Business Lending, Securities, Uniform Combined State..., Wealth, Wealth Accumulation, Series 24, Estate Planning, Commercial Insurance
Education
Marshall University 1987 — 1992
Bachelor of Business Administration (BBA), Economics
Allstate Financial Services July 2005 - Present
A.G. Edwards April 2004 - July 2005
Banc One Securities Corporation September 1998 - April 2004
Morgan Stanley Dean Witter February 1995 - September 1998
American General Life and Accident August 1994 - February 1995
Mutual of Omaha May 1993 - August 1994
Skills
Life & Health Insurance..., Series 7, Series 63, Series 65, Fixed Annuities, Variable Annuities, Mutual Funds, 529 Plans, IRAs, 401k Rollovers, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Investment Strategies, Underwriting, Consumer Lending, College Savings Plans, Saving for Education, Whole Life, Finance, Long-term Care, Small Business, Retirement, Qualified Retirement..., Financial Planners, Asset Allocation, Universal Life, Strategic Financial..., 401k, Financial Services, Loans, Property & Casualty..., General Insurance, Term Life Insurance, Critical Illness, Employee Benefits, Health Insurance, Investments, Disability Insurance, Wealth Management..., Roth IRA, Small Business Lending, Securities, Uniform Combined State..., Wealth, Wealth Accumulation, Series 24, Estate Planning, Commercial Insurance
Education
Marshall University 1987 — 1992
Bachelor of Business Administration (BBA), Economics
Nancy Suhling's A.G. Edwards Experience October 1991 - November 2009
Job Materials & Production /Job Traffic Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
A.G. Edwards October 1991 - November 2009
Skills
Customer Service, Job Trafficking, Marketing Communications, Project Management, Certified Yoga..., CPR Certified, Certified..., Aerobics & Fitness...
Education
Lindenwood University
Bachelor of Business Administration (BBA), Business
Wells Fargo Advisors November 2009 - Present
A.G. Edwards October 1991 - November 2009
Skills
Customer Service, Job Trafficking, Marketing Communications, Project Management, Certified Yoga..., CPR Certified, Certified..., Aerobics & Fitness...
Education
Lindenwood University
Bachelor of Business Administration (BBA), Business
J.D. Wade J.D. Wade's A.G. Edwards Experience March 2003 - September 2005
Job Lead Technical Architect at Horizons Consulting, Inc.
Industry Information Technology and Services
Experience
Horizons Consulting May 2013 - Present
Horizons Consulting April 2014 - Present
SQL Saturday August 2013 - Present
SharePoint Saturday, Inc. July 2009 - Present
Horizons Consulting November 2010 - May 2013
Horizons Consulting July 2007 - October 2010
Cengage Learning January 2010 - August 2010
Horizons Consulting October 2005 - June 2007
A.G. Edwards March 2003 - September 2005
A.G. Edwards September 2001 - February 2003
Skills
SharePoint, Disaster Recovery, Microsoft Technologies, Powershell, Microsoft SQL Server, SQL, IIS, Business Intelligence, Windows Server, Enterprise Architecture, Active Directory, .NET, Office 365, System Deployment, Solution Architecture, SSRS, Troubleshooting, Web Development, Microsoft Azure, Hybrid Cloud, StorSimple, OneDrive for Business, Yammer, Access 2013 Apps, Web Application Proxy..., IaaS, SaaS, ADFS, Authentication, Windows Azure, Integration
Education
Maryville University of Saint Louis 1993 — 1995
Bachelor of Science, Information Systems
St. Louis Community College 1992 — 1993
Associates, General Transfer
University of Missouri-Rolla 1990 — 1991
Computer Science
Horizons Consulting May 2013 - Present
Horizons Consulting April 2014 - Present
SQL Saturday August 2013 - Present
SharePoint Saturday, Inc. July 2009 - Present
Horizons Consulting November 2010 - May 2013
Horizons Consulting July 2007 - October 2010
Cengage Learning January 2010 - August 2010
Horizons Consulting October 2005 - June 2007
A.G. Edwards March 2003 - September 2005
A.G. Edwards September 2001 - February 2003
Skills
SharePoint, Disaster Recovery, Microsoft Technologies, Powershell, Microsoft SQL Server, SQL, IIS, Business Intelligence, Windows Server, Enterprise Architecture, Active Directory, .NET, Office 365, System Deployment, Solution Architecture, SSRS, Troubleshooting, Web Development, Microsoft Azure, Hybrid Cloud, StorSimple, OneDrive for Business, Yammer, Access 2013 Apps, Web Application Proxy..., IaaS, SaaS, ADFS, Authentication, Windows Azure, Integration
Education
Maryville University of Saint Louis 1993 — 1995
Bachelor of Science, Information Systems
St. Louis Community College 1992 — 1993
Associates, General Transfer
University of Missouri-Rolla 1990 — 1991
Computer Science
John G Sassone, CFP® John G Sassone, CFP®'s A.G. Edwards Experience May 1996 - April 2008
Job Vice President/ Investments Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2008 - Present
Alley Pond Striders 2014 - 2015
A.G. Edwards May 1996 - April 2008
Prudential Securities May 1986 - April 1996
Lebenthal & Co. September 1980 - May 1986
Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management
Education
NYU
Master of Arts
Iona College
BA, English
Bishop Reilly High School
Janney Montgomery Scott 2008 - Present
Alley Pond Striders 2014 - 2015
A.G. Edwards May 1996 - April 2008
Prudential Securities May 1986 - April 1996
Lebenthal & Co. September 1980 - May 1986
Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management
Education
NYU
Master of Arts
Iona College
BA, English
Bishop Reilly High School
Michael S. Burd's A.G. Edwards Experience 1998 - 2007
Job Chief Operating Officer
Industry Education Management
Experience
Delaware County Christian School August 2013 - June 2015
Ares Management LLC August 2011 - July 2012
Wrightwood Capital June 2008 - August 2011
A.G. Edwards 1998 - 2007
First Albany Capital 1992 - 1998
Furman Selz 1988 - 1992
Kidder Peabody 1987 - 1988
E.F. Hutton & Company Inc. 1980 - 1987
A.G. Becker 1978 - 1980
Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment
Education
Harvard Business School 1974 — 1976
MBA
Stanford University 1970 — 1974
A.B., History
Phillips Exeter Academy 1966 — 1970
Delaware County Christian School August 2013 - June 2015
Ares Management LLC August 2011 - July 2012
Wrightwood Capital June 2008 - August 2011
A.G. Edwards 1998 - 2007
First Albany Capital 1992 - 1998
Furman Selz 1988 - 1992
Kidder Peabody 1987 - 1988
E.F. Hutton & Company Inc. 1980 - 1987
A.G. Becker 1978 - 1980
Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment
Education
Harvard Business School 1974 — 1976
MBA
Stanford University 1970 — 1974
A.B., History
Phillips Exeter Academy 1966 — 1970
Claire Pena Claire Pena's A.G. Edwards Experience 2007 - 2007
Job Client Recruiting Consultant Synchrony Financial
Industry Staffing and Recruiting
Experience
Synchrony Financial March 2012 - Present
KellyOCG March 2012 - Present
Dish Network January 2012 - March 2012
PeopleScout October 2011 - March 2012
Walgreens October 2011 - December 2011
ManpowerGroup 2008 - October 2011
CRI - A Manpower Company 2002 - 2008
A.G. Edwards 2007 - 2007
PetSmart 2006 - 2006
Genworth Financial 2004 - 2006
Skills
Hiring, Onboarding, Sourcing, Recruiting, Screening, Human Resources, Interviews, Talent Acquisition, Training, Leadership, Outsourcing, Technical Recruiting, Strategy, Management, Team Building, Applicant Tracking..., Temporary Placement, Employee Benefits, Employer Branding, Program Management, Private Equity, Venture Capital
Education
University of Phoenix 1991 — 1993
Graduate Program, Human Resources Management
Loyola Marymount University 1979 — 1983
BBA, Business / Accounting
Cornelia Connelly 1975 — 1979
Synchrony Financial March 2012 - Present
KellyOCG March 2012 - Present
Dish Network January 2012 - March 2012
PeopleScout October 2011 - March 2012
Walgreens October 2011 - December 2011
ManpowerGroup 2008 - October 2011
CRI - A Manpower Company 2002 - 2008
A.G. Edwards 2007 - 2007
PetSmart 2006 - 2006
Genworth Financial 2004 - 2006
Skills
Hiring, Onboarding, Sourcing, Recruiting, Screening, Human Resources, Interviews, Talent Acquisition, Training, Leadership, Outsourcing, Technical Recruiting, Strategy, Management, Team Building, Applicant Tracking..., Temporary Placement, Employee Benefits, Employer Branding, Program Management, Private Equity, Venture Capital
Education
University of Phoenix 1991 — 1993
Graduate Program, Human Resources Management
Loyola Marymount University 1979 — 1983
BBA, Business / Accounting
Cornelia Connelly 1975 — 1979
Bradley Brown, MBA Bradley Brown, MBA's A.G. Edwards Experience September 1992 - January 2003
Job President at Royal Paladin Group, LLC securities offered through First Allied Securities, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Royal Paladin Group, LLC securities offered through First Allied Securities, Inc. April 2010 - Present
Wells Fargo Advisors January 2003 - April 2010
A.G. Edwards September 1992 - January 2003
Parker/Hunter May 1989 - September 1992
Education
Lake Erie College 1984 — 1986
MBA, Business
Miami University 1980 — 1984
Business Finance, Finance
Western Reserve Academy 1976 — 1980
Royal Paladin Group, LLC securities offered through First Allied Securities, Inc. April 2010 - Present
Wells Fargo Advisors January 2003 - April 2010
A.G. Edwards September 1992 - January 2003
Parker/Hunter May 1989 - September 1992
Education
Lake Erie College 1984 — 1986
MBA, Business
Miami University 1980 — 1984
Business Finance, Finance
Western Reserve Academy 1976 — 1980
James Moore James Moore's A.G. Edwards Experience November 2002 - October 2003
Job Chief Marketing Strategist AgencyEvolved
Industry Insurance
Experience
AgencyEvolved July 2014 - Present
Midwest Assurance, LLC December 2013 - Present
MarketSource Agency Network, LLC March 2006 - November 2013
V-Teck Communications WPKO AND WBLL August 2004 - February 2006
National City Bank November 2003 - August 2004
A.G. Edwards November 2002 - October 2003
Principal Financial Group February 2002 - December 2002
Riskclick, Inc. January 2001 - January 2002
Sagemaker February 2000 - December 2000
The Moore Agency, Inc. May 1994 - February 2000
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Umbrella Insurance, Sales, Start-ups, Commercial Lines, Claim, Marketing, Professional Liability, Sales Management, Entrepreneurship, Risk Management, Brokers, Small Business, Underwriting, Management, Employee Benefits, Insurance Brokerage, Fixed Annuities, D&O, Marketing Communications, Investments, Employment Practices..., Workers Compensation, Casualty, Excess, Life Insurance, Inland Marine, Finance, Health Insurance, Financial Services, Homeowners, Motorcycle, Legal Liability, Term Life Insurance, Entrepreneur, Insurance Administration, Insurance Agents, Office Automation, website design, social media, SEO, online marketing, Casualty Insurance, Social Media
Education
Kent State University 1986 — 1989
Bachelor of Business Administration, Finance
AgencyEvolved July 2014 - Present
Midwest Assurance, LLC December 2013 - Present
MarketSource Agency Network, LLC March 2006 - November 2013
V-Teck Communications WPKO AND WBLL August 2004 - February 2006
National City Bank November 2003 - August 2004
A.G. Edwards November 2002 - October 2003
Principal Financial Group February 2002 - December 2002
Riskclick, Inc. January 2001 - January 2002
Sagemaker February 2000 - December 2000
The Moore Agency, Inc. May 1994 - February 2000
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Umbrella Insurance, Sales, Start-ups, Commercial Lines, Claim, Marketing, Professional Liability, Sales Management, Entrepreneurship, Risk Management, Brokers, Small Business, Underwriting, Management, Employee Benefits, Insurance Brokerage, Fixed Annuities, D&O, Marketing Communications, Investments, Employment Practices..., Workers Compensation, Casualty, Excess, Life Insurance, Inland Marine, Finance, Health Insurance, Financial Services, Homeowners, Motorcycle, Legal Liability, Term Life Insurance, Entrepreneur, Insurance Administration, Insurance Agents, Office Automation, website design, social media, SEO, online marketing, Casualty Insurance, Social Media
Education
Kent State University 1986 — 1989
Bachelor of Business Administration, Finance
Ron Yount, CISSP Ron Yount, CISSP's A.G. Edwards Experience March 2007 - December 2007
Job Director Information Security Technical Services
Industry Information Technology and Services
Experience
Nike, Inc. July 2014 - Present
MasterCard August 2012 - June 2014
MasterCard July 2008 - August 2012
MasterCard January 2008 - July 2008
A.G. Edwards March 2007 - December 2007
Charter Communications 2005 - 2007
TUSC - The Ultimate Oracle Consultants 2004 - 2005
Enterprise Rent-A-Car 1999 - 2004
Platimum Technologies - Computer Associates 1998 - 1999
Skills
Payment Systems, Credit Cards, SDLC, Business Analysis, Vendor Management, CISSP, Information Security, Oracle, Integration, Databases, Enterprise Architecture, Performance Tuning, Security, Solaris, Disaster Recovery, Shell Scripting, Requirements Analysis, Unix, Enterprise Software
Education
Indian Hills Community College 1990 — 1992
Associate of Arts (AA), Electronics Engineering and Computer Technology
Nike, Inc. July 2014 - Present
MasterCard August 2012 - June 2014
MasterCard July 2008 - August 2012
MasterCard January 2008 - July 2008
A.G. Edwards March 2007 - December 2007
Charter Communications 2005 - 2007
TUSC - The Ultimate Oracle Consultants 2004 - 2005
Enterprise Rent-A-Car 1999 - 2004
Platimum Technologies - Computer Associates 1998 - 1999
Skills
Payment Systems, Credit Cards, SDLC, Business Analysis, Vendor Management, CISSP, Information Security, Oracle, Integration, Databases, Enterprise Architecture, Performance Tuning, Security, Solaris, Disaster Recovery, Shell Scripting, Requirements Analysis, Unix, Enterprise Software
Education
Indian Hills Community College 1990 — 1992
Associate of Arts (AA), Electronics Engineering and Computer Technology
Matthew Broch Matthew Broch's A.G. Edwards Experience March 2002 - August 2007
Job Financial Advisor/Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
A.G. Edwards March 2002 - August 2007
Archer Daniels Midland December 1998 - May 2001
Skills
Investments, Variable Annuities, 529 Plans, Retirement Planning, Life Insurance, Managed Futures, Mutual Funds, Financial Services, Alternative Investments, 401k Rollovers, Business Owner Planning, Estate Investment..., Insurance, Investment Planning, Investment Strategies, Multigenerational..., Risk Management, Wealth Preservation...
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BS, Agricultural Systems Management
Iowa State University 1994 — 1996
Agricultural Studies
Greenview High School 1990 — 1994
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
A.G. Edwards March 2002 - August 2007
Archer Daniels Midland December 1998 - May 2001
Skills
Investments, Variable Annuities, 529 Plans, Retirement Planning, Life Insurance, Managed Futures, Mutual Funds, Financial Services, Alternative Investments, 401k Rollovers, Business Owner Planning, Estate Investment..., Insurance, Investment Planning, Investment Strategies, Multigenerational..., Risk Management, Wealth Preservation...
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BS, Agricultural Systems Management
Iowa State University 1994 — 1996
Agricultural Studies
Greenview High School 1990 — 1994
Nicholas C. Tibaldi's A.G. Edwards Experience May 1989 - January 2003
Job Branch Manager Financial Planner at Raymond James 36 Public Square, Ste 106 Willoughby, OH 44094 Phone 440.918.1414
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC November 2008 - Present
Wachovia Securities January 2003 - November 2008
A.G. Edwards May 1989 - January 2003
Skills
Series 7, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning
Education
John Carroll University 1961 — 1965
AB in Classics, Classical Languages
Raymond James Financial Services, Inc. Member FINRA/SIPC November 2008 - Present
Wachovia Securities January 2003 - November 2008
A.G. Edwards May 1989 - January 2003
Skills
Series 7, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning
Education
John Carroll University 1961 — 1965
AB in Classics, Classical Languages
Cynthia Bohme Cynthia Bohme's A.G. Edwards Experience 1982 - 1999
Job Corporate Secretary, Senior VP, CAO
Industry Financial Services
Experience
Benjamin F. Edwards & Co. March 2008 - Present
Edward Jones October 2007 - March 2008
A.G. Edwards 1982 - 1999
Skills
Hold Series 7, Series 65, Series 24, Series 53, Series 27
Education
Maryville University of Saint Louis
MBA, Finance/Accounting
Benjamin F. Edwards & Co. March 2008 - Present
Edward Jones October 2007 - March 2008
A.G. Edwards 1982 - 1999
Skills
Hold Series 7, Series 65, Series 24, Series 53, Series 27
Education
Maryville University of Saint Louis
MBA, Finance/Accounting
Greg Guest Greg Guest's A.G. Edwards Experience July 2001 - May 2003
Job Highway Products Account Executive at Sherwin Williams
Industry Construction
Experience
Sherwin Williams May 2003 - Present
A.G. Edwards July 2001 - May 2003
Edward Jones 1999 - 2001
Cummings McGowan & West 1996 - 1999
Skills
Forecasting, Strategic Planning, Sales Management, New Business Development, Sales, Risk Management, Budgets, Business Development, Account Management, Project Management, Team Building, Finance, Contract Negotiation, Marketing Strategy, Purchasing, Product Development, Negotiation, Marketing, Procurement, CRM, Pricing, Training, Leadership, Contract Management, Business Planning, Operations Management
Education
Maryville University of Saint Louis 1980 — 1984
Bachelor of Science, Business and Finance
Parkway South Sr. High School 1976 — 1979
Sherwin Williams May 2003 - Present
A.G. Edwards July 2001 - May 2003
Edward Jones 1999 - 2001
Cummings McGowan & West 1996 - 1999
Skills
Forecasting, Strategic Planning, Sales Management, New Business Development, Sales, Risk Management, Budgets, Business Development, Account Management, Project Management, Team Building, Finance, Contract Negotiation, Marketing Strategy, Purchasing, Product Development, Negotiation, Marketing, Procurement, CRM, Pricing, Training, Leadership, Contract Management, Business Planning, Operations Management
Education
Maryville University of Saint Louis 1980 — 1984
Bachelor of Science, Business and Finance
Parkway South Sr. High School 1976 — 1979
Priscilla Meadow's A.G. Edwards Experience September 2001 - January 2002
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Laura Bushey Laura Bushey's A.G. Edwards Experience January 2002 - July 2008
Job Personal Holistic Chef
Industry Health, Wellness and Fitness
Experience
Kitchen of Life August 2012 - Present
RBC Wealth Management July 2008 - September 2009
A.G. Edwards January 2002 - July 2008
Brunswick School September 1998 - August 2000
Easter Seals Rehabilitation Center September 1996 - August 1998
Skills
Customer Service, Public Speaking, Social Media, Coaching, Leadership, Marketing, Event Management, Event Planning, Fundraising, Holistic Health, Strategic Planning, Microsoft Excel, Community Outreach, Microsoft Office, Contract Negotiation, Research, Social Media Marketing, Training, Nonprofits, Time Management, Team Building, Public Relations, Sales, Leadership Development
Education
Hippocrates Health Institute 2012 — 2012
Certification, Health Educator/Raw Food Chef
Manhattanville College 1996 — 1999
Master's, Elementary Education
Kitchen of Life August 2012 - Present
RBC Wealth Management July 2008 - September 2009
A.G. Edwards January 2002 - July 2008
Brunswick School September 1998 - August 2000
Easter Seals Rehabilitation Center September 1996 - August 1998
Skills
Customer Service, Public Speaking, Social Media, Coaching, Leadership, Marketing, Event Management, Event Planning, Fundraising, Holistic Health, Strategic Planning, Microsoft Excel, Community Outreach, Microsoft Office, Contract Negotiation, Research, Social Media Marketing, Training, Nonprofits, Time Management, Team Building, Public Relations, Sales, Leadership Development
Education
Hippocrates Health Institute 2012 — 2012
Certification, Health Educator/Raw Food Chef
Manhattanville College 1996 — 1999
Master's, Elementary Education
Chas Drost's A.G. Edwards Experience June 2002 - June 2005
Job Sales Manager at Martin Energy Services
Industry Oil & Energy
Experience
Martin Energy Services October 2012 - Present
Hancock Bank June 2005 - July 2012
Whitney Bank June 2005 - July 2012
A.G. Edwards June 2002 - June 2005
Skills
Personal Trust, Trust Services, Financial Planners, Financial Advisory, Series 7, Series 63, USCG Licensed Boat..., Petroleum, Lubricants, Fuel, Sales Process, Finance, Risk Management, Investments, Financial Services, Securities, Portfolio Management, Asset Management, Sales, Budgets, Customer Service, Financial Planning, Team Building, Microsoft Office, Management, Strategic Planning
Education
LSU 1998 — 2002
Bachelor's of Science, Business Administration and Management, General
Sulphur High School 1993 — 1997
Martin Energy Services October 2012 - Present
Hancock Bank June 2005 - July 2012
Whitney Bank June 2005 - July 2012
A.G. Edwards June 2002 - June 2005
Skills
Personal Trust, Trust Services, Financial Planners, Financial Advisory, Series 7, Series 63, USCG Licensed Boat..., Petroleum, Lubricants, Fuel, Sales Process, Finance, Risk Management, Investments, Financial Services, Securities, Portfolio Management, Asset Management, Sales, Budgets, Customer Service, Financial Planning, Team Building, Microsoft Office, Management, Strategic Planning
Education
LSU 1998 — 2002
Bachelor's of Science, Business Administration and Management, General
Sulphur High School 1993 — 1997
Alli Kaminski Alli Kaminski's A.G. Edwards Experience May 2004 - August 2008
Job Counselor
Industry Health, Wellness and Fitness
Experience
New Leaf Resources October 2014 - Present
The Lotus Center and Yoga Sanctuary June 2014 - Present
North Central College August 2013 - June 2014
Edgewood Clinical Services July 2012 - March 2013
Trump international Hotel and Tower, Chicago July 2011 - February 2012
Breathe...A Yoga oasis May 2010 - March 2011
A.G. Edwards May 2004 - August 2008
Skills
Nutrition, Psychology, Counseling, Hatha Yoga, Animal Care, Interior Design, Research, Psychotherapy, Wellness Coaching, Yoga, Mental Health, Counseling Psychology, Meditation, Mindfulness, Group Therapy, Psychological Assessment, Family Therapy, Mental Health Counseling, Crisis Intervention, Healing
Education
Illinois School of Professional Psychology, Chicago Campus 2011 — 2014
Masters, Psychology
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Psychology
New Leaf Resources October 2014 - Present
The Lotus Center and Yoga Sanctuary June 2014 - Present
North Central College August 2013 - June 2014
Edgewood Clinical Services July 2012 - March 2013
Trump international Hotel and Tower, Chicago July 2011 - February 2012
Breathe...A Yoga oasis May 2010 - March 2011
A.G. Edwards May 2004 - August 2008
Skills
Nutrition, Psychology, Counseling, Hatha Yoga, Animal Care, Interior Design, Research, Psychotherapy, Wellness Coaching, Yoga, Mental Health, Counseling Psychology, Meditation, Mindfulness, Group Therapy, Psychological Assessment, Family Therapy, Mental Health Counseling, Crisis Intervention, Healing
Education
Illinois School of Professional Psychology, Chicago Campus 2011 — 2014
Masters, Psychology
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Psychology
Ellen L. Pieper, PMP's A.G. Edwards Experience October 1999 - August 2005
Job Sr Consultant at MasterCard
Industry Information Technology and Services
Experience
MasterCard Project ManagerSmurfit StoneJune 2010 - October 2010
Wells Fargo Advisors November 2009 - May 2010
AT&T August 2006 - August 2009
Express-Scripts August 2005 - August 2006
A.G. Edwards October 1999 - August 2005
Education
Webster University, St. Louis 1997 — 1999
MA, MIS
Loyola University New Orleans 1966 — 1970
BS, Medical Technology
MasterCard Project ManagerSmurfit StoneJune 2010 - October 2010
Wells Fargo Advisors November 2009 - May 2010
AT&T August 2006 - August 2009
Express-Scripts August 2005 - August 2006
A.G. Edwards October 1999 - August 2005
Education
Webster University, St. Louis 1997 — 1999
MA, MIS
Loyola University New Orleans 1966 — 1970
BS, Medical Technology
Amy Regel Amy Regel's A.G. Edwards Experience 1998 - 2004
Job Project Manager/Coordinator
Industry Information Technology and Services
Experience
Saint Louis University Project ManagerSaint Louis University2006 - Present
A.G. Edwards 1998 - 2004
AG Edwards 1989 - 2002
Education
Maryville University of Saint Louis 2008 — 2009
Working on B.S., Psychology
University of Phoenix 2007 — 2008
Associates, Psychology
Saint Louis University Project ManagerSaint Louis University2006 - Present
A.G. Edwards 1998 - 2004
AG Edwards 1989 - 2002
Education
Maryville University of Saint Louis 2008 — 2009
Working on B.S., Psychology
University of Phoenix 2007 — 2008
Associates, Psychology
Kenneth Innis Kenneth Innis's A.G. Edwards Experience 1984 - 1996
Job Owner of Tiffin Transport
Industry Transportation/Trucking/Railroad
Experience
InnisStudios July 1996 - Present
Tiffin Transport September 2007 - October 2014
A.G. Edwards 1984 - 1996
A.G. Edwards 1984 - 1996
U.S. Air Force January 1980 - January 1984
Skills
Databases, Software Development, SQL, Microsoft SQL Server, Disaster Recovery, Integration, Business Analysis, Process Improvement, Requirements Analysis
Education
The Ohio State University 1970 — 1975
Bachelor of Science (BS), Computer and Information Sciences, General
Kent State University 1975 — 1975
Religion/Religious Studies
InnisStudios July 1996 - Present
Tiffin Transport September 2007 - October 2014
A.G. Edwards 1984 - 1996
A.G. Edwards 1984 - 1996
U.S. Air Force January 1980 - January 1984
Skills
Databases, Software Development, SQL, Microsoft SQL Server, Disaster Recovery, Integration, Business Analysis, Process Improvement, Requirements Analysis
Education
The Ohio State University 1970 — 1975
Bachelor of Science (BS), Computer and Information Sciences, General
Kent State University 1975 — 1975
Religion/Religious Studies
Serena Cao Serena Cao's A.G. Edwards Experience October 2006 - April 2007
Job Management Associate at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2015 - Present
Anthropics Technology Ltd October 2014 - December 2014
Amazon June 2014 - September 2014
Reward Technology Ltd February 2014 - May 2014
PwC September 2008 - July 2013
PwC August 2012 - November 2012
A.G. Edwards October 2006 - April 2007
Skills
International Tax, Business Development, Big 4, Accounting, Project Coordination, Project Management, Process Improvement, Expatriate Management, Business Planning, Analysis, Strategy Implementation, Identifying Sales..., Corporate Finance
Education
London Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (B.S.), Business Administration
Thomson Reuters August 2015 - Present
Anthropics Technology Ltd October 2014 - December 2014
Amazon June 2014 - September 2014
Reward Technology Ltd February 2014 - May 2014
PwC September 2008 - July 2013
PwC August 2012 - November 2012
A.G. Edwards October 2006 - April 2007
Skills
International Tax, Business Development, Big 4, Accounting, Project Coordination, Project Management, Process Improvement, Expatriate Management, Business Planning, Analysis, Strategy Implementation, Identifying Sales..., Corporate Finance
Education
London Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (B.S.), Business Administration
Michelle Roy Michelle Roy's A.G. Edwards Experience October 1999 - October 2000
Job Sr. Human Resources Systems Analyst (Workday)
Industry Information Technology and Services
Experience
Reinsurance Group of America, Incorporated July 2014 - Present
Savvis June 2005 - June 2014
Savvis November 2004 - June 2005
Thermadyne December 2002 - September 2004
American Water May 2002 - December 2002
A.G. Edwards & Sons, Inc. October 2000 - February 2002
A.G. Edwards October 1999 - October 2000
Skills
HRIS, Human Resources, Performance Management, Personnel Management, Process Improvement, Training, Workday, Applicant Tracking..., Benefits Administration, Employee Benefits, Interviews, Management, Onboarding, Recruiting
Education
Lindenwood University 2006 — 2009
Sanford Brown College
Computer Programming/Diploma
Lewis & Clark Community College
Office Technology
Reinsurance Group of America, Incorporated July 2014 - Present
Savvis June 2005 - June 2014
Savvis November 2004 - June 2005
Thermadyne December 2002 - September 2004
American Water May 2002 - December 2002
A.G. Edwards & Sons, Inc. October 2000 - February 2002
A.G. Edwards October 1999 - October 2000
Skills
HRIS, Human Resources, Performance Management, Personnel Management, Process Improvement, Training, Workday, Applicant Tracking..., Benefits Administration, Employee Benefits, Interviews, Management, Onboarding, Recruiting
Education
Lindenwood University 2006 — 2009
Sanford Brown College
Computer Programming/Diploma
Lewis & Clark Community College
Office Technology
Michelle Hucke Michelle Hucke's A.G. Edwards Experience November 1999 - July 2008
Job Operations Specialist Estate Planning at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors January 2013 - August 2015
Wells Fargo Advisors July 2008 - January 2013
A.G. Edwards November 1999 - July 2008
Skills
Customer Service, Microsoft Office, Teamwork, Training, Team Building, Team Leadership
Education
Hickey College 1996 — 1997
Associate's degree, Legal Assistant/Paralegal
Gibault Catholic High School 1992 — 1996
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors January 2013 - August 2015
Wells Fargo Advisors July 2008 - January 2013
A.G. Edwards November 1999 - July 2008
Skills
Customer Service, Microsoft Office, Teamwork, Training, Team Building, Team Leadership
Education
Hickey College 1996 — 1997
Associate's degree, Legal Assistant/Paralegal
Gibault Catholic High School 1992 — 1996
Kimberly DeBoe's A.G. Edwards Experience September 1999 - December 2004
Job Senior Director of Talent Management at Challenge Unlimited, Inc.
Industry Human Resources
Experience
Challenge Unlimited, Inc. January 2015 - Present
KJDs Consulting October 2012 - Present
Premium Retail Services July 2013 - January 2015
Crown Vision Center March 2006 - October 2012
FedEx Office January 2005 - March 2006
A.G. Edwards September 1999 - December 2004
Skills
Retail Management, Retail, Customer Service, Coaching, Leadership Development, Recruiting, Employee Training, Training, Conducting Interviews, Screening Resumes, Store Management, Leadership, Interviews, Onboarding, Human Resources, New Hire Orientations, Screening, Hiring, Applicant Tracking..., Employee Benefits, Management, Performance Management, Resume Writing, Policy, Payroll, Succession Planning, Workforce Planning, Benefits Administration, Employee Relations, Talent Management, Employee Engagement, College Recruiting, Talent Acquisition, HRIS, Career Development, Organizational..., Personnel Management, Deferred Compensation, Organizational..., HR Policies, Labor Relations, Conflict Resolution, FMLA, HR Consulting, Performance Appraisal, Sourcing, Temporary Placement, Technical Recruiting, Job Descriptions, Internet Recruiting
Education
Webster University 2009 — 2011
MA, Human Resource Development
McKendree College 2002 — 2004
B.B.A, Management
Challenge Unlimited, Inc. January 2015 - Present
KJDs Consulting October 2012 - Present
Premium Retail Services July 2013 - January 2015
Crown Vision Center March 2006 - October 2012
FedEx Office January 2005 - March 2006
A.G. Edwards September 1999 - December 2004
Skills
Retail Management, Retail, Customer Service, Coaching, Leadership Development, Recruiting, Employee Training, Training, Conducting Interviews, Screening Resumes, Store Management, Leadership, Interviews, Onboarding, Human Resources, New Hire Orientations, Screening, Hiring, Applicant Tracking..., Employee Benefits, Management, Performance Management, Resume Writing, Policy, Payroll, Succession Planning, Workforce Planning, Benefits Administration, Employee Relations, Talent Management, Employee Engagement, College Recruiting, Talent Acquisition, HRIS, Career Development, Organizational..., Personnel Management, Deferred Compensation, Organizational..., HR Policies, Labor Relations, Conflict Resolution, FMLA, HR Consulting, Performance Appraisal, Sourcing, Temporary Placement, Technical Recruiting, Job Descriptions, Internet Recruiting
Education
Webster University 2009 — 2011
MA, Human Resource Development
McKendree College 2002 — 2004
B.B.A, Management
Heather L. Lemon, AAMS, CRPC, AIF's A.G. Edwards Experience January 2001 - April 2003
Job Financial Consultant at NBT Financial Services Focusing on 401(k) and Small Business Retirement Plans
Industry Financial Services
Experience
Antell + Company Financial Stategies, a subsidiary of NBT Financial Services April 2012 - Present
Antell + Company Financial Strategies, LLC. October 2008 - April 2012
Bancnorth Investment Group March 2005 - October 2008
Chittenden Securities, Inc. May 2003 - March 2005
A.G. Edwards January 2001 - April 2003
Skills
401(k) Plans, Small Business..., Retirement Planning, Investment Strategies, Series 7, Series 63, Series 24, Investment Advisory..., Investments, Securities, Financial Services, Finance, Insurance, Wealth Management, Financial Planning, Mutual Funds, Retirement, Portfolio Management
Education
Keene State College 1991 — 1995
Bachelor of Science (B.S.)
Antell + Company Financial Stategies, a subsidiary of NBT Financial Services April 2012 - Present
Antell + Company Financial Strategies, LLC. October 2008 - April 2012
Bancnorth Investment Group March 2005 - October 2008
Chittenden Securities, Inc. May 2003 - March 2005
A.G. Edwards January 2001 - April 2003
Skills
401(k) Plans, Small Business..., Retirement Planning, Investment Strategies, Series 7, Series 63, Series 24, Investment Advisory..., Investments, Securities, Financial Services, Finance, Insurance, Wealth Management, Financial Planning, Mutual Funds, Retirement, Portfolio Management
Education
Keene State College 1991 — 1995
Bachelor of Science (B.S.)
Dannette Littlefield Dannette Littlefield's A.G. Edwards Experience August 2005 - October 2007
Job SAP Master Data Analyst at Foresight Energy LLC
Industry Environmental Services
Experience
Foresight Energy LLC October 2014 - Present
Ben Bill Inc. August 2008 - July 2013
Weekends Only Inc. October 2007 - July 2008
A.G. Edwards August 2005 - October 2007
Black Jack Fire Protection District November 1998 - July 2005
Public Secter Personnel Consultants June 1995 - November 1998
Skills
Recruiting, Employee Relations, Onboarding, Human Resources, HRIS, Payroll, New Hire Orientations, Employee Benefits, Personnel Management, ADP Payroll, Employee Handbooks, Hiring, Employment Law, Job Descriptions, Employee Engagement, HR Policies, Talent Acquisition, Accounts Payable, Accounts Receivable, PeopleSoft, Salary Review, Survey Design, Workers Compensation, Unemployment Claims, Procedure Development, Procedure Manuals, FMLA, Exit Interviews, Employee Orientations, Corporate Events, Events Coordination, Policy Writing, Policy Analysis, Microsoft Excel, Microsoft Office, QuickBooks, PowerPoint, HR Metrics, Metrics Reporting, Data Analysis, Management, Process Improvement, Conflict Resolution, SAP HR, SAP Master Data Analyst
Education
Hickey College 2004 — 2007
Bachelor's Degree, Business Managment, 4.0
Hickey College 1993 — 1994
Associate’s Degree, Accounting, 3.65
Foresight Energy LLC October 2014 - Present
Ben Bill Inc. August 2008 - July 2013
Weekends Only Inc. October 2007 - July 2008
A.G. Edwards August 2005 - October 2007
Black Jack Fire Protection District November 1998 - July 2005
Public Secter Personnel Consultants June 1995 - November 1998
Skills
Recruiting, Employee Relations, Onboarding, Human Resources, HRIS, Payroll, New Hire Orientations, Employee Benefits, Personnel Management, ADP Payroll, Employee Handbooks, Hiring, Employment Law, Job Descriptions, Employee Engagement, HR Policies, Talent Acquisition, Accounts Payable, Accounts Receivable, PeopleSoft, Salary Review, Survey Design, Workers Compensation, Unemployment Claims, Procedure Development, Procedure Manuals, FMLA, Exit Interviews, Employee Orientations, Corporate Events, Events Coordination, Policy Writing, Policy Analysis, Microsoft Excel, Microsoft Office, QuickBooks, PowerPoint, HR Metrics, Metrics Reporting, Data Analysis, Management, Process Improvement, Conflict Resolution, SAP HR, SAP Master Data Analyst
Education
Hickey College 2004 — 2007
Bachelor's Degree, Business Managment, 4.0
Hickey College 1993 — 1994
Associate’s Degree, Accounting, 3.65
Allen Capdeboscq Allen Capdeboscq's A.G. Edwards Experience August 2002 - July 2006
Job Financial Executive / Senior Vice President Corporate Development at Peabody Energy
Industry Mining & Metals
Experience
Peabody Energy April 2015 - Present
Peabody Energy May 2014 - April 2015
Peabody Energy January 2012 - April 2015
Peabody Energy July 2006 - December 2011
A.G. Edwards August 2002 - July 2006
Shell Oil Company 1996 - 2000
Skills
Mergers & Acquisitions, Financial Analysis, Cross-functional Team..., Negotiation, Corporate Finance, Managerial Finance, Business Strategy, Strategic Planning, Joint Ventures, Strategic Partnerships, Financial Modeling, Analysis, Business Development, Strategic Financial..., Due Diligence, Strategy, Valuation, Investments, Corporate Development, Management, Energy, Investment Banking, Leadership, Financial Planning
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
LSU 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Loyola University New Orleans
Loyola University New Orleans
Peabody Energy April 2015 - Present
Peabody Energy May 2014 - April 2015
Peabody Energy January 2012 - April 2015
Peabody Energy July 2006 - December 2011
A.G. Edwards August 2002 - July 2006
Shell Oil Company 1996 - 2000
Skills
Mergers & Acquisitions, Financial Analysis, Cross-functional Team..., Negotiation, Corporate Finance, Managerial Finance, Business Strategy, Strategic Planning, Joint Ventures, Strategic Partnerships, Financial Modeling, Analysis, Business Development, Strategic Financial..., Due Diligence, Strategy, Valuation, Investments, Corporate Development, Management, Energy, Investment Banking, Leadership, Financial Planning
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
LSU 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Loyola University New Orleans
Loyola University New Orleans
Allen Wall Allen Wall's A.G. Edwards Experience 2005 - 2008
Job Financial Advisor at Progress Financial Services
Industry Financial Services
Experience
Progress Financial Services May 2014 - Present
Wells Fargo 2009 - 2014
Wachovia 2008 - 2009
A.G. Edwards 2005 - 2008
Frank Nett Company (John Deere, Ski-Doo, Purina) 1995 - 2004
Bluebonnet Milling Company 1994 - 1995
Cargill 1988 - 1995
Skills
Financial Planning, 401k Rollovers, 401k Administration, Retirement Planning, Investment Strategies, Securities, Financial Services, Insurance, Tax Efficiency, Estate Planning, Mutual Funds, Bonds, Stocks, Fixed Annuities, Variable Annuities, IRAs, Roth IRA, SEP IRA, Simple IRA
Education
Lakeland College 1986 — 1988
Bachelor’s Degree, Business Administration, Economics
University of Wisconsin-Oshkosh 1985 — 1986
Business Administration and Management, General
Northeast Wisconsin Technical College 1984 — 1986
Associate’s Degree, Criminal Justice/Police Science
Wrightstown High School 1979 — 1983
High School
Progress Financial Services May 2014 - Present
Wells Fargo 2009 - 2014
Wachovia 2008 - 2009
A.G. Edwards 2005 - 2008
Frank Nett Company (John Deere, Ski-Doo, Purina) 1995 - 2004
Bluebonnet Milling Company 1994 - 1995
Cargill 1988 - 1995
Skills
Financial Planning, 401k Rollovers, 401k Administration, Retirement Planning, Investment Strategies, Securities, Financial Services, Insurance, Tax Efficiency, Estate Planning, Mutual Funds, Bonds, Stocks, Fixed Annuities, Variable Annuities, IRAs, Roth IRA, SEP IRA, Simple IRA
Education
Lakeland College 1986 — 1988
Bachelor’s Degree, Business Administration, Economics
University of Wisconsin-Oshkosh 1985 — 1986
Business Administration and Management, General
Northeast Wisconsin Technical College 1984 — 1986
Associate’s Degree, Criminal Justice/Police Science
Wrightstown High School 1979 — 1983
High School
Lindsay Francis's A.G. Edwards Experience August 2007 - January 2008
Job Finance Manager Global Identification Solutions at Brady Corporation
Industry Financial Services
Experience
Brady Corporation June 2013 - Present
Brady Corporation January 2011 - Present
Brady Corporation October 2011 - June 2013
Brady Corporation July 2009 - October 2011
Brady Corporation January 2009 - July 2009
Brady Corporation July 2008 - January 2009
Russell Investment Group January 2008 - June 2008
A.G. Edwards August 2007 - January 2008
Skills
Hyperion Enterprise, Financial Modeling, Accounting, Variance Analysis, Consolidation, Finance, SAP, SAP BW, Budgets, Corporate Finance, Analysis, Financial Statements, Financial Analysis, Process Improvement, Tax, Hyperion Planning, Internal Audit, Forecasting, Account Reconciliation, Financial Reporting, Managerial Finance, Financial Audits, Hyperion
Education
Marquette University 2004 — 2008
Bachelor of Science, Finance and Marketing
Brady Corporation June 2013 - Present
Brady Corporation January 2011 - Present
Brady Corporation October 2011 - June 2013
Brady Corporation July 2009 - October 2011
Brady Corporation January 2009 - July 2009
Brady Corporation July 2008 - January 2009
Russell Investment Group January 2008 - June 2008
A.G. Edwards August 2007 - January 2008
Skills
Hyperion Enterprise, Financial Modeling, Accounting, Variance Analysis, Consolidation, Finance, SAP, SAP BW, Budgets, Corporate Finance, Analysis, Financial Statements, Financial Analysis, Process Improvement, Tax, Hyperion Planning, Internal Audit, Forecasting, Account Reconciliation, Financial Reporting, Managerial Finance, Financial Audits, Hyperion
Education
Marquette University 2004 — 2008
Bachelor of Science, Finance and Marketing
John R. Dundon II, EA John R. Dundon II, EA's A.G. Edwards Experience January 1984 - January 1989
Job President at Taxpayer Advocacy Services, Inc.
Industry Accounting
Experience
Taxpayer Advocacy Services, Inc. April 2004 - Present
Minneapolis Rowing Club October 2007 - October 2008
A.G. Edwards January 1984 - January 1989
Skills
Treasury, Tax, Tax Law, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, Tax Preparation, Sales Tax, Tax Reduction, Board Reporting, Tax Research, Dispute Resolution, Audit, Tax Returns, Tax Advisory, Preparation, Tax Return Preparation, Depreciation, Tax Reporting, Tax Audits, Use Tax, Federal Tax, LLC, Payroll Taxes, Accounting, International Tax, Financial Reporting, Compliance, Small Business, Business Tax, Auditing, Financial Analysis, Valuation, Management Consulting, Fixed Assets, Real Estate, High Net Worth..., Property Tax, Cash Flow, Non-profits, Financial Accounting, Tax Services, Tax Controversy, Partnership Taxation, Estate Tax Planning, Accountants, IRS, QuickBooks, Account Reconciliation
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Information Systems
Marquette University 1982 — 1986
Bachelor of Science, Finance
Hamline University Dispute Resolution Center 2004 — 2004
Certificate, Taxpayer Dispute Resolution
Taxpayer Advocacy Services, Inc. April 2004 - Present
Minneapolis Rowing Club October 2007 - October 2008
A.G. Edwards January 1984 - January 1989
Skills
Treasury, Tax, Tax Law, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, Tax Preparation, Sales Tax, Tax Reduction, Board Reporting, Tax Research, Dispute Resolution, Audit, Tax Returns, Tax Advisory, Preparation, Tax Return Preparation, Depreciation, Tax Reporting, Tax Audits, Use Tax, Federal Tax, LLC, Payroll Taxes, Accounting, International Tax, Financial Reporting, Compliance, Small Business, Business Tax, Auditing, Financial Analysis, Valuation, Management Consulting, Fixed Assets, Real Estate, High Net Worth..., Property Tax, Cash Flow, Non-profits, Financial Accounting, Tax Services, Tax Controversy, Partnership Taxation, Estate Tax Planning, Accountants, IRS, QuickBooks, Account Reconciliation
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Information Systems
Marquette University 1982 — 1986
Bachelor of Science, Finance
Hamline University Dispute Resolution Center 2004 — 2004
Certificate, Taxpayer Dispute Resolution
Misty Lockwood Misty Lockwood's A.G. Edwards Experience June 2003 - November 2006
Job Digital Marketing & Talent Development Expert
Industry Marketing and Advertising
Experience
Defining Design Home Renovations January 2015 - Present
ReachLocal April 2014 - February 2015
ReachLocal December 2012 - April 2014
ReachLocal August 2008 - December 2012
Ark-La-Tex Exteriors, Blinds & Shutters November 2006 - August 2008
A.G. Edwards June 2003 - November 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Open Office, Series 7, Series 6, Asset Managment..., Google Adword Reseller..., QuickBooks, SEM, Web Analytics, Digital Media, B2B Marketing, Sales Presentations, Web Presence, PPC, Online Advertising, Google Adwords, Online Reputation..., SEO, Management, Advertising, B2B, Marketing, Marketing Strategy, Online Marketing, Organic Search, Sales Process, Salesforce.com, Social Media Marketing, Sales, Digital Strategy, Brand Awareness, Media Planning, Marketing Communications, Training, Digital Marketing, Leadership, Sales Management, Customer Retention, Curriculum Development
Education
Louisiana Tech University 1999 — 2003
Bachelor's Degree, General Studies/Concentration in Psychology
National Park Community College 1996 — 1998
Registered Nursing School
Defining Design Home Renovations January 2015 - Present
ReachLocal April 2014 - February 2015
ReachLocal December 2012 - April 2014
ReachLocal August 2008 - December 2012
Ark-La-Tex Exteriors, Blinds & Shutters November 2006 - August 2008
A.G. Edwards June 2003 - November 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Open Office, Series 7, Series 6, Asset Managment..., Google Adword Reseller..., QuickBooks, SEM, Web Analytics, Digital Media, B2B Marketing, Sales Presentations, Web Presence, PPC, Online Advertising, Google Adwords, Online Reputation..., SEO, Management, Advertising, B2B, Marketing, Marketing Strategy, Online Marketing, Organic Search, Sales Process, Salesforce.com, Social Media Marketing, Sales, Digital Strategy, Brand Awareness, Media Planning, Marketing Communications, Training, Digital Marketing, Leadership, Sales Management, Customer Retention, Curriculum Development
Education
Louisiana Tech University 1999 — 2003
Bachelor's Degree, General Studies/Concentration in Psychology
National Park Community College 1996 — 1998
Registered Nursing School
Bill Reap CRPC® Bill Reap CRPC®'s A.G. Edwards Experience April 2007 - October 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2007 - Present
A.G. Edwards April 2007 - October 2008
CH Robinson October 1997 - April 2007
Skills
Investments, Financial Analysis, Retirement Planning, 401k, Mutual Funds, Financial Advisory, Investment Strategies, 401k Rollovers, Life Insurance, Stocks, ETFs, Management
Education
Marquette University 1993 — 1997
Business Administration, Marketing, Economics
St. Claire's University, Oxford England 1996 — 1996
Economics, English and Philosophy
Wells Fargo Advisors April 2007 - Present
A.G. Edwards April 2007 - October 2008
CH Robinson October 1997 - April 2007
Skills
Investments, Financial Analysis, Retirement Planning, 401k, Mutual Funds, Financial Advisory, Investment Strategies, 401k Rollovers, Life Insurance, Stocks, ETFs, Management
Education
Marquette University 1993 — 1997
Business Administration, Marketing, Economics
St. Claire's University, Oxford England 1996 — 1996
Economics, English and Philosophy
Kristi Ernberger Kristi Ernberger's A.G. Edwards Experience 1998 - 2002
Job Paraprofessional at Adams 12 Five Star Schools
Industry Education Management
Experience
It Works! Global June 2014 - Present
Adams 12 Five Star Schools October 2013 - Present
Gymboree - Crazy 8 November 2012 - May 2013
Center Point-Urbana Community School 2011 - 2012
Archiver's 2002 - 2006
A.G. Edwards 1998 - 2002
Skills
Retail Management, Academic Support..., Customer Relations, Process Improvement, Business Profitability, Early Childhood Special..., Customer Service, Store Management
Education
Kirkwood Community College
Associate of Arts (A.A.), Accounting
It Works! Global June 2014 - Present
Adams 12 Five Star Schools October 2013 - Present
Gymboree - Crazy 8 November 2012 - May 2013
Center Point-Urbana Community School 2011 - 2012
Archiver's 2002 - 2006
A.G. Edwards 1998 - 2002
Skills
Retail Management, Academic Support..., Customer Relations, Process Improvement, Business Profitability, Early Childhood Special..., Customer Service, Store Management
Education
Kirkwood Community College
Associate of Arts (A.A.), Accounting
Drew Thompson, CFP® Drew Thompson, CFP®'s A.G. Edwards Experience May 2001 - August 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2004 - Present
WM Financial September 2002 - September 2004
A.G. Edwards May 2001 - August 2002
Skills
Wealth Management, Asset Allocation, Wealth Preservation..., Estate Considerations, 401k Rollovers, Mutual Funds
Education
Humboldt State University 1997 — 2001
BA, Business Administration
Edward Jones September 2004 - Present
WM Financial September 2002 - September 2004
A.G. Edwards May 2001 - August 2002
Skills
Wealth Management, Asset Allocation, Wealth Preservation..., Estate Considerations, 401k Rollovers, Mutual Funds
Education
Humboldt State University 1997 — 2001
BA, Business Administration
Alexander Iliev Alexander Iliev's A.G. Edwards Experience November 2003 - April 2004
Job Data Analytics Professional | Booth MBA
Industry Financial Services
Experience
Charles River Associates February 2013 - April 2015
Navigant Economics February 2008 - February 2013
DoubleClick December 2006 - February 2008
The Chicago Council on Global Affairs July 2005 - December 2006
A.G. Edwards November 2003 - April 2004
Skills
Economics, Quantitative Analytics, Stata, SAS, Financial Modeling, Financial Analysis, Data Analysis, Econometrics, Analytics, Research, Litigation Consulting, Statistical Modeling, Market Research, Economic Research, Data-driven Decision..., Google Adwords, Big Data, Strategy, Business Analytics, Access, Data Mining, Analytical Modelling, Google Analytics, Regression Analysis, Marketing Strategy, SPSS, Bloomberg, Yahoo Search Marketing, Data-driven Marketing, Data Analytics, Competitive Analysis, Management Consulting, Finance, Business Intelligence, Valuation, Statistics, Business Valuation, Corporate Finance, Program Management, Project Management, Tableau, SEM, Search Advertising, SQL
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA
Lake Forest College 2001 — 2005
B.A.
Charles River Associates February 2013 - April 2015
Navigant Economics February 2008 - February 2013
DoubleClick December 2006 - February 2008
The Chicago Council on Global Affairs July 2005 - December 2006
A.G. Edwards November 2003 - April 2004
Skills
Economics, Quantitative Analytics, Stata, SAS, Financial Modeling, Financial Analysis, Data Analysis, Econometrics, Analytics, Research, Litigation Consulting, Statistical Modeling, Market Research, Economic Research, Data-driven Decision..., Google Adwords, Big Data, Strategy, Business Analytics, Access, Data Mining, Analytical Modelling, Google Analytics, Regression Analysis, Marketing Strategy, SPSS, Bloomberg, Yahoo Search Marketing, Data-driven Marketing, Data Analytics, Competitive Analysis, Management Consulting, Finance, Business Intelligence, Valuation, Statistics, Business Valuation, Corporate Finance, Program Management, Project Management, Tableau, SEM, Search Advertising, SQL
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA
Lake Forest College 2001 — 2005
B.A.
Jeff Dempewolf's A.G. Edwards Experience 1989 - September 1994
Job
Industry Pharmaceuticals
Experience
Eli Lilly and Company May 2012 - Present
Eli Lilly and Company September 2007 - April 2012
Boston Scientific / Guidant May 2005 - March 2007
Boston Scientific / Guidant August 2003 - May 2005
AGL Networks April 2001 - May 2003
MCI Telecommunications April 2000 - March 2001
MCI Telecommunications April 1999 - March 2000
MCI Telecommunications March 1997 - March 1999
MCI Telecommunications January 1995 - February 1997
A.G. Edwards 1989 - September 1994
Skills
Pharmaceutical Industry
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1988 — 1989
Master of Business Administration, Finance, General
Kansas State University 1980 — 1983
Bachelor of Science degree, Business Administration, magna cum laude
Eli Lilly and Company May 2012 - Present
Eli Lilly and Company September 2007 - April 2012
Boston Scientific / Guidant May 2005 - March 2007
Boston Scientific / Guidant August 2003 - May 2005
AGL Networks April 2001 - May 2003
MCI Telecommunications April 2000 - March 2001
MCI Telecommunications April 1999 - March 2000
MCI Telecommunications March 1997 - March 1999
MCI Telecommunications January 1995 - February 1997
A.G. Edwards 1989 - September 1994
Skills
Pharmaceutical Industry
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1988 — 1989
Master of Business Administration, Finance, General
Kansas State University 1980 — 1983
Bachelor of Science degree, Business Administration, magna cum laude
Mark De St. Jean, CFP®, ChFC®'s A.G. Edwards Experience June 1996 - November 2006
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2006 - Present
A.G. Edwards June 1996 - November 2006
Skills
Investments, Finance, Securities, Financial Advisory, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 63, Estate Planning, Public Speaking, Insurance, Strategic Financial...
Education
Indiana University-Northwest 1989 — 1995
Crown Point High School 1985 — 1989
St. Mary's 1977 — 1985
Raymond James November 2006 - Present
A.G. Edwards June 1996 - November 2006
Skills
Investments, Finance, Securities, Financial Advisory, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 63, Estate Planning, Public Speaking, Insurance, Strategic Financial...
Education
Indiana University-Northwest 1989 — 1995
Crown Point High School 1985 — 1989
St. Mary's 1977 — 1985
Kimmra Hingher's A.G. Edwards Experience 1998 - 2000
Job Marketing Director at Mars Petcare
Industry Consumer Goods
Experience
Mars Petcare August 2014 - Present
Mars Petcare August 2012 - July 2014
Mars Petcare February 2011 - September 2012
General Mills July 2008 - June 2011
Mead Johnson Nutritionals April 2006 - April 2008
The Clorox Company October 2005 - April 2006
General Mills August 2002 - October 2005
A.G. Edwards 1998 - 2000
Skills
Customer Insight, Shopper Marketing, Brand Architecture, Product Innovation, Consumer Products, Global Marketing, Brand Equity, Segmentation, Trade Marketing, FMCG, Cross-functional Team..., Brand Management, Competitive Analysis, Integrated Marketing, Marketing, Marketing Communications, Strategy, P&L Management, Digital Marketing
Education
Harvard Business School 2000 — 2002
MBA
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting
University of Evansville 1991 — 1993
Transferred to U of IL for degree, Accounting
Mars Petcare August 2014 - Present
Mars Petcare August 2012 - July 2014
Mars Petcare February 2011 - September 2012
General Mills July 2008 - June 2011
Mead Johnson Nutritionals April 2006 - April 2008
The Clorox Company October 2005 - April 2006
General Mills August 2002 - October 2005
A.G. Edwards 1998 - 2000
Skills
Customer Insight, Shopper Marketing, Brand Architecture, Product Innovation, Consumer Products, Global Marketing, Brand Equity, Segmentation, Trade Marketing, FMCG, Cross-functional Team..., Brand Management, Competitive Analysis, Integrated Marketing, Marketing, Marketing Communications, Strategy, P&L Management, Digital Marketing
Education
Harvard Business School 2000 — 2002
MBA
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting
University of Evansville 1991 — 1993
Transferred to U of IL for degree, Accounting
Harold Roe's A.G. Edwards Experience 1999 - 2001
Job Managing Principal at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors 2013 - Present
Capital Risk Management Group 2009 - 2012
Capital Financial Group 2001 - 2008
A.G. Edwards 1999 - 2001
Pathology Partners 1996 - 1999
Allied Clinical Laboratories 1990 - 1994
Ernst & Young 1988 - 1990
Skills
Corporate Finance, Mergers & Acquisitions, Strategic Planning, Employee Health...
Education
Harvard Business School 1994 — 1996
MBA, General Management
Oklahoma State University 1984 — 1988
Bachelor's, Accounting
Digital Benefit Advisors 2013 - Present
Capital Risk Management Group 2009 - 2012
Capital Financial Group 2001 - 2008
A.G. Edwards 1999 - 2001
Pathology Partners 1996 - 1999
Allied Clinical Laboratories 1990 - 1994
Ernst & Young 1988 - 1990
Skills
Corporate Finance, Mergers & Acquisitions, Strategic Planning, Employee Health...
Education
Harvard Business School 1994 — 1996
MBA, General Management
Oklahoma State University 1984 — 1988
Bachelor's, Accounting
Robert Smith MBA CFP® Robert Smith MBA CFP®'s A.G. Edwards Experience 2003 - 2006
Job Wealth Management for Executives & Directors
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC 2006 - Present
A.G. Edwards 2003 - 2006
Morgan Stanley 2001 - 2003
UBS 1999 - 2001
MC 100, Inc. 1992 - 1999
Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management
Education
Loyola College in Maryland 1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 1974 — 1977
Bachelor's Degree, Business Administration (Management)
Raymond James Financial Services, Inc. Member FINRA/SIPC 2006 - Present
A.G. Edwards 2003 - 2006
Morgan Stanley 2001 - 2003
UBS 1999 - 2001
MC 100, Inc. 1992 - 1999
Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management
Education
Loyola College in Maryland 1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA
San Diego State University-California State University 1974 — 1977
Bachelor's Degree, Business Administration (Management)
Maribeth Rice Dillman's A.G. Edwards Experience 2001 - 2003
Job Owner / V.P. Business Development
Industry Business Supplies and Equipment
Experience
MCM Companies 1993 - Present
A.G. Edwards 2001 - 2003
MCI Telecommunications, Inc. 1985 - 1993
Skills
Telecommunications, Business Development, Sales Management, Sales, Account Management, Key Account Management, Leadership, Project Management, New Business Development, Marketing, Solution Selling, Process Improvement, Salesforce.com
Education
Illinois State University
Bachelor of Science (B.S.), Economics
MCM Companies 1993 - Present
A.G. Edwards 2001 - 2003
MCI Telecommunications, Inc. 1985 - 1993
Skills
Telecommunications, Business Development, Sales Management, Sales, Account Management, Key Account Management, Leadership, Project Management, New Business Development, Marketing, Solution Selling, Process Improvement, Salesforce.com
Education
Illinois State University
Bachelor of Science (B.S.), Economics
Peter Rhee's A.G. Edwards Experience 2006 - 2010
Job The Art and Science of managing wealth with purpose and discipline
Industry Financial Services
Experience
Abc January 2010 - Present
IPI 2015 - 2015
A.G. Edwards 2006 - 2010
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Investment Management, Financial Planners, Asset Management, Retirement Planning, Financial Services, Wealth Management..., Series 7, Mutual Funds, Estate Planning, Investment Strategies, Investment Advisory, Small Business, Risk Management, Educational Consulting
Education
Illinois Institute of Technology 1992 — 1995
Financial Markets and Trading
University of Illinois at Chicago 1989 — 1992
Finance
Abc January 2010 - Present
IPI 2015 - 2015
A.G. Edwards 2006 - 2010
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Investment Management, Financial Planners, Asset Management, Retirement Planning, Financial Services, Wealth Management..., Series 7, Mutual Funds, Estate Planning, Investment Strategies, Investment Advisory, Small Business, Risk Management, Educational Consulting
Education
Illinois Institute of Technology 1992 — 1995
Financial Markets and Trading
University of Illinois at Chicago 1989 — 1992
Finance
Pamela Vanone Pamela Vanone's A.G. Edwards Experience January 2004 - October 2006
Job Account Executive/Financial Advisor at Chapman and Chapman
Industry Financial Services
Experience
Chapman and Chapman October 2006 - Present
A.G. Edwards January 2004 - October 2006
Robert W. Baird September 2002 - December 2003
KeyCorp October 1994 - September 2002
Skills
Securities, Strategic Financial..., Asset Managment, Client Education, Qualified Retirement..., Mutual Funds, Employee Benefits, Finance, Retirement Planning, FINRA, 401k, Series 7, Retirement, Retirement Plan..., Life Insurance, Series 63, Disability Insurance, Wealth Management, Financial Planning, Asset Management
Education
John Carroll University 1995 — 1998
MBA
University of Toledo 1989 — 1993
BBA, Finance
Chapman and Chapman October 2006 - Present
A.G. Edwards January 2004 - October 2006
Robert W. Baird September 2002 - December 2003
KeyCorp October 1994 - September 2002
Skills
Securities, Strategic Financial..., Asset Managment, Client Education, Qualified Retirement..., Mutual Funds, Employee Benefits, Finance, Retirement Planning, FINRA, 401k, Series 7, Retirement, Retirement Plan..., Life Insurance, Series 63, Disability Insurance, Wealth Management, Financial Planning, Asset Management
Education
John Carroll University 1995 — 1998
MBA
University of Toledo 1989 — 1993
BBA, Finance
Karen E Smith's A.G. Edwards Experience April 2004 - January 2005
Job Assistant Vice President / Business Development Officer at Metro Bank
Industry Banking
Experience
Metro Bank September 2014 - Present
Metro Bank May 2007 - August 2014
Sovereign Bank January 2005 - May 2007
A.G. Edwards April 2004 - January 2005
SunTrust Bank January 2002 - March 2004
Skills
Management, Marketing Strategy, Sales Prospecting, Strategic Prospecting, Customer Service..., Customer-focused Service, Retail Banking, Consumer Lending, Small Business Lending, Sales Management, Operations Management, Financial Services, Banking, Branch Management, Commercial Banking, Credit, Customer Service, Loans, Employee Engagement, Employee Relations
Education
Harford Community College 2001 — 2002
Business, Management, Marketing, and Related Support Services
Metro Bank September 2014 - Present
Metro Bank May 2007 - August 2014
Sovereign Bank January 2005 - May 2007
A.G. Edwards April 2004 - January 2005
SunTrust Bank January 2002 - March 2004
Skills
Management, Marketing Strategy, Sales Prospecting, Strategic Prospecting, Customer Service..., Customer-focused Service, Retail Banking, Consumer Lending, Small Business Lending, Sales Management, Operations Management, Financial Services, Banking, Branch Management, Commercial Banking, Credit, Customer Service, Loans, Employee Engagement, Employee Relations
Education
Harford Community College 2001 — 2002
Business, Management, Marketing, and Related Support Services
Jan Heaman, CFP®'s A.G. Edwards Experience November 2003 - March 2007
Job
Industry Financial Services
Experience
OPTIMUM Wealth Management LLC July 2013 - Present
Financial Planning Association of Greater St. Louis October 2013 - Present
Pension and Retirement Services/K.W. Chambers April 2007 - June 2013
A.G. Edwards November 2003 - March 2007
Skills
Retirement, Retirement Planning, Financial Advisory, Financial Planners, Wealth Management, Insurance, Estate Planning, Investment Advisory, Asset Allocation, Wealth, Investment Management, Finance, Investments
Education
Maryville University of Saint Louis 1988 — 1991
Bachelor, Psychology
College for Financial Planning
Finanical Planning
OPTIMUM Wealth Management LLC July 2013 - Present
Financial Planning Association of Greater St. Louis October 2013 - Present
Pension and Retirement Services/K.W. Chambers April 2007 - June 2013
A.G. Edwards November 2003 - March 2007
Skills
Retirement, Retirement Planning, Financial Advisory, Financial Planners, Wealth Management, Insurance, Estate Planning, Investment Advisory, Asset Allocation, Wealth, Investment Management, Finance, Investments
Education
Maryville University of Saint Louis 1988 — 1991
Bachelor, Psychology
College for Financial Planning
Finanical Planning
Raymond Calderon's A.G. Edwards Experience April 1997 - August 1999
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services September 2006 - Present
Merrill Lynch January 2000 - August 2006
A.G. Edwards April 1997 - August 1999
Education
Thomas Jefferson School of Law 1999 — 2003
Hofstra University 1992 — 1995
Johnson University
UBS Financial Services September 2006 - Present
Merrill Lynch January 2000 - August 2006
A.G. Edwards April 1997 - August 1999
Education
Thomas Jefferson School of Law 1999 — 2003
Hofstra University 1992 — 1995
Johnson University
Fred Guillossou's A.G. Edwards Experience March 2007 - May 2008
Job Senior Manager Security Engineering at Panera Bread
Industry Computer & Network Security
Experience
Panera Bread August 2013 - Present
Equifax May 2009 - August 2013
SpearTip Technologies May 2008 - May 2009
A.G. Edwards March 2007 - May 2008
A.G. Edwards December 2000 - February 2007
CPI Corp May 1999 - December 2000
Peace Corps 1996 - 1997
Skills
CISSP, Computer Forensics, Incident Response, Information Security, PCI DSS, IPS, Security, Network Security, Active Directory, Networking, Disaster Recovery, Network Engineering, Private Investigations, Litigation Support, Checkpoint, Forensic Analysis, Vulnerability Assessment, Information Security..., DLP, Vulnerability Management, Business Continuity, Penetration Testing, Computer Security
Education
Webster University 2001 — 2004
MA, Computer Resources Information Management
Marquette University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Chaminade College Prep 1984 — 1988
High School
Panera Bread August 2013 - Present
Equifax May 2009 - August 2013
SpearTip Technologies May 2008 - May 2009
A.G. Edwards March 2007 - May 2008
A.G. Edwards December 2000 - February 2007
CPI Corp May 1999 - December 2000
Peace Corps 1996 - 1997
Skills
CISSP, Computer Forensics, Incident Response, Information Security, PCI DSS, IPS, Security, Network Security, Active Directory, Networking, Disaster Recovery, Network Engineering, Private Investigations, Litigation Support, Checkpoint, Forensic Analysis, Vulnerability Assessment, Information Security..., DLP, Vulnerability Management, Business Continuity, Penetration Testing, Computer Security
Education
Webster University 2001 — 2004
MA, Computer Resources Information Management
Marquette University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Chaminade College Prep 1984 — 1988
High School
Pam Matlock's A.G. Edwards Experience 1995 - 1996
Job Sr. Business Analyst at Charter Communications
Industry Computer Software
Experience
Charter Communications June 2013 - Present
AIC - Analysts International Corporation November 2012 - June 2013
Fusion Technologies 2012 - November 2012
Three Rivers Systems, Inc. January 2009 - April 2012
Strategic Staffing Solutions August 2007 - January 2009
Asynchrony Solutions 2004 - 2007
Maritz November 1996 - January 2004
Epic Consulting 1996 - 1997
A.G. Edwards 1995 - 1996
Metropolitan Life Insurance Company 1990 - 1995
Skills
C#, ASP.NET, Microsoft SQL Server, Agile Methodologies, Requirements Analysis, Business Requirements, Requirements Gathering, Web Development, SQL, T-SQL, Oracle, XML, Business Analysis, VB.NET, Software Development, Agile Project Management, SOA, Web Applications, Java Enterprise Edition, Spring, Software Project..., Databases, Web Services, .NET, ERP
Education
Illinois State University
Business
Charter Communications June 2013 - Present
AIC - Analysts International Corporation November 2012 - June 2013
Fusion Technologies 2012 - November 2012
Three Rivers Systems, Inc. January 2009 - April 2012
Strategic Staffing Solutions August 2007 - January 2009
Asynchrony Solutions 2004 - 2007
Maritz November 1996 - January 2004
Epic Consulting 1996 - 1997
A.G. Edwards 1995 - 1996
Metropolitan Life Insurance Company 1990 - 1995
Skills
C#, ASP.NET, Microsoft SQL Server, Agile Methodologies, Requirements Analysis, Business Requirements, Requirements Gathering, Web Development, SQL, T-SQL, Oracle, XML, Business Analysis, VB.NET, Software Development, Agile Project Management, SOA, Web Applications, Java Enterprise Edition, Spring, Software Project..., Databases, Web Services, .NET, ERP
Education
Illinois State University
Business
Lori Melching McDonald's A.G. Edwards Experience March 1999 - February 2001
Job Senior Research Analyst, VP
Industry Investment Management
Experience
Nuveen Investments June 2008 - Present
Van Kampen Investments August 2003 - June 2008
Chubb February 2001 - August 2003
A.G. Edwards March 1999 - February 2001
Skills
Series 7, Bonds, Fixed Income, Mutual Funds, Asset Allocation, Bloomberg, Securities, Asset Management, Investments, Investment Management, ETFs, Alternative Investments, Financial Services, Portfolio Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2006
MBA, Finance
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Nerinx Hall High School 1992 — 1995
Nuveen Investments June 2008 - Present
Van Kampen Investments August 2003 - June 2008
Chubb February 2001 - August 2003
A.G. Edwards March 1999 - February 2001
Skills
Series 7, Bonds, Fixed Income, Mutual Funds, Asset Allocation, Bloomberg, Securities, Asset Management, Investments, Investment Management, ETFs, Alternative Investments, Financial Services, Portfolio Management, Financial Analysis
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2006
MBA, Finance
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Nerinx Hall High School 1992 — 1995
Greg Graves's A.G. Edwards Experience 1989 - 1995
Job CFO at Entegris
Industry Semiconductors
Experience
Entegris 2002 - Present
Piper Jaffray 1998 - 2002
RBC Dain Rauscher 1996 - 1998
The Pillsbury Company 1995 - 1996
A.G. Edwards 1989 - 1995
Education
Harvard Business School 2011 — 2011
Advanced Management Program for senior leaders
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
University of Alabama 1980 — 1983
BA and Masters, Accounting and Taxation
Entegris 2002 - Present
Piper Jaffray 1998 - 2002
RBC Dain Rauscher 1996 - 1998
The Pillsbury Company 1995 - 1996
A.G. Edwards 1989 - 1995
Education
Harvard Business School 2011 — 2011
Advanced Management Program for senior leaders
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
University of Alabama 1980 — 1983
BA and Masters, Accounting and Taxation
Coretta Bozeman's A.G. Edwards Experience 2000 - 2007
Job Senior Manager, Project Management at Blackhawk Engagement Solutions
Industry Financial Services
Experience
Blackhawk Engagement Solutions April 2015 - Present
InteliSpend April 2013 - February 2015
InteliSpend Prepaid Solutions July 2010 - March 2013
American Express Incentive Services April 2009 - July 2010
American Express Incentive Services April 2007 - March 2009
A.G. Edwards & Sons, Inc. April 2000 - April 2007
A.G.Edwards & Sons 2000 - 2007
A.G. Edwards 2000 - 2007
St. Louis PMI 2005 - 2006
Washington University April 1990 - April 2000
Skills
Leadership, Management, Program Management, Project Management, Training, Strategic Partnerships, Mentoring, Vendor Management, Process Improvement, Product Management, Agile Methodologies, Strategic Planning, Risk Management, Requirements Gathering, Business Development, Business Analysis, Software Project..., SDLC, Contract Negotiation, B2B, Relationship Management, Cross-functional Team..., Negotiation, Team Leadership, Strategy, Business Process..., Agile Project Management, Team Building, Change Management, E-commerce, Business Process, Visio, Project Portfolio..., Analysis, Integration, SharePoint, Project Planning, Software Documentation, PMO, PMP
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Science (M.S.), Project Management
Washington University in St. Louis 1988 — 1990
Bachelor of Science (B.S.), Information Technology
Blackhawk Engagement Solutions April 2015 - Present
InteliSpend April 2013 - February 2015
InteliSpend Prepaid Solutions July 2010 - March 2013
American Express Incentive Services April 2009 - July 2010
American Express Incentive Services April 2007 - March 2009
A.G. Edwards & Sons, Inc. April 2000 - April 2007
A.G.Edwards & Sons 2000 - 2007
A.G. Edwards 2000 - 2007
St. Louis PMI 2005 - 2006
Washington University April 1990 - April 2000
Skills
Leadership, Management, Program Management, Project Management, Training, Strategic Partnerships, Mentoring, Vendor Management, Process Improvement, Product Management, Agile Methodologies, Strategic Planning, Risk Management, Requirements Gathering, Business Development, Business Analysis, Software Project..., SDLC, Contract Negotiation, B2B, Relationship Management, Cross-functional Team..., Negotiation, Team Leadership, Strategy, Business Process..., Agile Project Management, Team Building, Change Management, E-commerce, Business Process, Visio, Project Portfolio..., Analysis, Integration, SharePoint, Project Planning, Software Documentation, PMO, PMP
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Science (M.S.), Project Management
Washington University in St. Louis 1988 — 1990
Bachelor of Science (B.S.), Information Technology
David Endres's A.G. Edwards Experience February 1998 - October 2007
Job Technical Lead at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities November 2007 - December 2008
A.G. Edwards February 1998 - October 2007
Education
McKendree University 1990 — 1995
Bachelor, Computer and Information Science
Wells Fargo Advisors January 2009 - Present
Wachovia Securities November 2007 - December 2008
A.G. Edwards February 1998 - October 2007
Education
McKendree University 1990 — 1995
Bachelor, Computer and Information Science
Lucinda (Cindy) Kielty's A.G. Edwards Experience
Job manager at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards
Education
Lindenwood University
A.G. Edwards
Education
Lindenwood University
David Bartsokas's A.G. Edwards Experience 1981 - 1989
Job Senior Academic Training Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
VisionCor October 2010 - February 2011
Columbia College, St. Louis April 2010 - October 2010
Ameriprise Financial May 2007 - August 2008
Jefferson College August 2003 - May 2007
Schnuck Markets, Inc. June 2003 - May 2007
Colonial Mutual Funds April 1995 - July 1997
A.G. Edwards 1981 - 1989
Skills
Lotus Notes, Microsoft Office, Public Speaking, Training, Workshop Facilitation, Leadership Development, Coaching, Organizational..., Staff Development, Leadership, Performance Management, Customer Service, E-Learning, PowerPoint, Program Management, Strategic Planning, Team Building
Education
Illinois State University 1979 — 1980
Master of Science, Communication
Illinois State University 1975 — 1979
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Edward Jones April 2011 - Present
VisionCor October 2010 - February 2011
Columbia College, St. Louis April 2010 - October 2010
Ameriprise Financial May 2007 - August 2008
Jefferson College August 2003 - May 2007
Schnuck Markets, Inc. June 2003 - May 2007
Colonial Mutual Funds April 1995 - July 1997
A.G. Edwards 1981 - 1989
Skills
Lotus Notes, Microsoft Office, Public Speaking, Training, Workshop Facilitation, Leadership Development, Coaching, Organizational..., Staff Development, Leadership, Performance Management, Customer Service, E-Learning, PowerPoint, Program Management, Strategic Planning, Team Building
Education
Illinois State University 1979 — 1980
Master of Science, Communication
Illinois State University 1975 — 1979
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Michael Knott, CFA's A.G. Edwards Experience July 2000 - July 2002
Job Managing Director at Green Street Advisors
Industry Capital Markets
Experience
Green Street Advisors July 2002 - Present
A.G. Edwards July 2000 - July 2002
Education
Indiana University Bloomington 1996 — 2000
BA, Economics
Green Street Advisors July 2002 - Present
A.G. Edwards July 2000 - July 2002
Education
Indiana University Bloomington 1996 — 2000
BA, Economics
Doug Burden, CISSP, CIPP's A.G. Edwards Experience 2000 - 2003
Job Lead IT Risk Management at Reinsurance Group of America
Industry Financial Services
Experience
Reinsurance Group of America June 2013 - Present
Preferred Resources (RGA Contract) October 2011 - June 2013
Preferred Resources (MasterCard Contract) August 2010 - September 2011
Express Scripts September 2008 - July 2010
A.G. Edwards & Sons, Inc. 2003 - September 2008
A.G. Edwards 2000 - 2003
A.G. Edwards & Sons, Inc. 1994 - 2000
Skills
Information Security, Security, Information Assurance, Information Technology, Data Privacy, Risk Management, Risk Assessment, CISSP, Incident Response, Vulnerability Assessment, Privacy Law, Computer Security, SAS70, Sarbanes-Oxley Act, Information Security..., Software Documentation, PCI DSS, Governance, Impact Assessment, IT Management, ISO27002
Education
Southern Illinois University, Edwardsville 1998 — 2000
M.A., Communications
McKendree University 1986 — 1991
B.S., Management Information Systems, Communications
Reinsurance Group of America June 2013 - Present
Preferred Resources (RGA Contract) October 2011 - June 2013
Preferred Resources (MasterCard Contract) August 2010 - September 2011
Express Scripts September 2008 - July 2010
A.G. Edwards & Sons, Inc. 2003 - September 2008
A.G. Edwards 2000 - 2003
A.G. Edwards & Sons, Inc. 1994 - 2000
Skills
Information Security, Security, Information Assurance, Information Technology, Data Privacy, Risk Management, Risk Assessment, CISSP, Incident Response, Vulnerability Assessment, Privacy Law, Computer Security, SAS70, Sarbanes-Oxley Act, Information Security..., Software Documentation, PCI DSS, Governance, Impact Assessment, IT Management, ISO27002
Education
Southern Illinois University, Edwardsville 1998 — 2000
M.A., Communications
McKendree University 1986 — 1991
B.S., Management Information Systems, Communications
William (Dave) Payne's A.G. Edwards Experience 2000 - 2003
Job Lead Systems Engineer at Enterprise RentACar
Industry Information Technology and Services
Experience
Enterprise Rent-A-Car October 2007 - Present
Enterprise Holdings Inc. 2003 - Present
A.G. Edwards 2000 - 2003
A.G. Edwards & Sons, Inc. 2000 - 2003
Raytheon 1994 - 2000
Skills
Unix, SDLC, SOA, Weblogic, Enterprise Architecture, Agile Methodologies, Spring, Java Enterprise Edition, Tomcat, Requirements Analysis, Web Services, Oracle, Visio, Software Development, SharePoint, Databases, Hibernate, Java, SQL
Education
Hawaii Pacific University 1986 — 1989
BS, Computer Science
Enterprise Rent-A-Car October 2007 - Present
Enterprise Holdings Inc. 2003 - Present
A.G. Edwards 2000 - 2003
A.G. Edwards & Sons, Inc. 2000 - 2003
Raytheon 1994 - 2000
Skills
Unix, SDLC, SOA, Weblogic, Enterprise Architecture, Agile Methodologies, Spring, Java Enterprise Edition, Tomcat, Requirements Analysis, Web Services, Oracle, Visio, Software Development, SharePoint, Databases, Hibernate, Java, SQL
Education
Hawaii Pacific University 1986 — 1989
BS, Computer Science
Margaret Doyle's A.G. Edwards Experience 1998 - 2008
Job Section Manager ETD Derivatives at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2011 - Present
Northern Trust October 2010 - September 2011
Northern Trust February 2009 - October 2010
A.G. Edwards 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1998
A.G. Edwards & Sons, Inc. 1987 - 1991
Skills
Employee Benefits
Education
Illinois State University
B.S., Finance
Northern Trust September 2011 - Present
Northern Trust October 2010 - September 2011
Northern Trust February 2009 - October 2010
A.G. Edwards 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1998
A.G. Edwards & Sons, Inc. 1987 - 1991
Skills
Employee Benefits
Education
Illinois State University
B.S., Finance
Chas Partridge's A.G. Edwards Experience AdministrationLooking for a new challenge.January 2010 - Present
Job Looking for a new challenge.
Industry Financial Services
Experience
A.G. Edwards AdministrationLooking for a new challenge.January 2010 - Present
Education
Loyola Marymount University 1968 — 1972
A.G. Edwards AdministrationLooking for a new challenge.January 2010 - Present
Education
Loyola Marymount University 1968 — 1972
Todd Roadarmel's A.G. Edwards Experience 2005 - 2008
Job Consultant, Project Management at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions July 2014 - Present
Kforce November 2013 - July 2014
Sisters of Mercy Health System September 2011 - September 2013
Sisters of Mercy Health System January 2009 - September 2011
A.G. Edwards 2005 - 2008
Skills
SDLC, Process Improvement, Business Analysis, PMP, Healthcare Information..., Visio, SharePoint, Project Management, Vendor Management, Program Management, Disaster Recovery, Risk Management, Business Process..., Software Documentation, PMO, Requirements Gathering, Project Portfolio..., Integration, IT Strategy, Resource Management, IT Management, Enterprise Architecture, Requirements Analysis, Change Management, ITIL, Business Process, Software Project..., Systems Analysis, Business Intelligence, MS Project
Education
Illinois State University 1992 — 1995
Bachelor of Science (B.S.), Management
Daugherty Business Solutions July 2014 - Present
Kforce November 2013 - July 2014
Sisters of Mercy Health System September 2011 - September 2013
Sisters of Mercy Health System January 2009 - September 2011
A.G. Edwards 2005 - 2008
Skills
SDLC, Process Improvement, Business Analysis, PMP, Healthcare Information..., Visio, SharePoint, Project Management, Vendor Management, Program Management, Disaster Recovery, Risk Management, Business Process..., Software Documentation, PMO, Requirements Gathering, Project Portfolio..., Integration, IT Strategy, Resource Management, IT Management, Enterprise Architecture, Requirements Analysis, Change Management, ITIL, Business Process, Software Project..., Systems Analysis, Business Intelligence, MS Project
Education
Illinois State University 1992 — 1995
Bachelor of Science (B.S.), Management
Terri Hilmes's A.G. Edwards Experience June 2007 - October 2008
Job Business Leader | Relationship Manager | Analytics Consultant | Project Manager | Learning and Development Manager
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
Wachovia Securities Financial Network October 2008 - February 2009
A.G. Edwards June 2007 - October 2008
A. G. Edwards January 2006 - June 2007
A.G. Edwards September 1997 - January 2006
AT&T October 1992 - September 1997
AT&T May 1989 - October 1992
Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing
Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics
Wells Fargo Advisors February 2010 - Present
Wachovia Securities Financial Network October 2008 - February 2009
A.G. Edwards June 2007 - October 2008
A. G. Edwards January 2006 - June 2007
A.G. Edwards September 1997 - January 2006
AT&T October 1992 - September 1997
AT&T May 1989 - October 1992
Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing
Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics
Christopher Bohn's A.G. Edwards Experience March 2001 - October 2003
Job at CF Industries
Industry Printing
Experience
CF Industries October 2010 - Present
Hess Print Solutions April 2007 - September 2009
Merisant October 2003 - April 2007
Merisant Worldwide 2003 - 2007
A.G. Edwards March 2001 - October 2003
Pharmacia February 1996 - December 2000
3M July 1990 - February 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Indiana University Bloomington 1988 — 1990
B.S., Finance
CF Industries October 2010 - Present
Hess Print Solutions April 2007 - September 2009
Merisant October 2003 - April 2007
Merisant Worldwide 2003 - 2007
A.G. Edwards March 2001 - October 2003
Pharmacia February 1996 - December 2000
3M July 1990 - February 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Indiana University Bloomington 1988 — 1990
B.S., Finance
Scott Eddy's A.G. Edwards Experience June 2000 - March 2001
Job IT Lead Voice and Data Communications Engineer
Industry Utilities
Experience
American Water February 2001 - Present
A.G. Edwards June 2000 - March 2001
Getronics October 1998 - July 2000
Skills
Cisco IOS, Cisco Switches, Cisco Call Manager, Cisco Technologies, CCNA, ITIL, WAN, Servers, Solarwinds, Data Center, VoIP, MPLS, Network Security, VPN, Routers, Security, Microsoft Exchange, BGP, Disaster Recovery, Network Design, Frame Relay, EIGRP, Troubleshooting, Switches, DNS, Networking, Telecommunications, Technical Support, Network Engineering, Firewalls, TCP/IP, DHCP, Windows, LAN-WAN, Active Directory, Information Technology, Network Architecture, Avaya, Routing, Hardware, IT Operations, IT Management, Visio, Vendor Management, Blackberry Enterprise..., System Administration, Computer Security, Wireless Networking, IP, Computer Network...
Education
Kansas State University 1989 — 1991
Graphic Design
American Water February 2001 - Present
A.G. Edwards June 2000 - March 2001
Getronics October 1998 - July 2000
Skills
Cisco IOS, Cisco Switches, Cisco Call Manager, Cisco Technologies, CCNA, ITIL, WAN, Servers, Solarwinds, Data Center, VoIP, MPLS, Network Security, VPN, Routers, Security, Microsoft Exchange, BGP, Disaster Recovery, Network Design, Frame Relay, EIGRP, Troubleshooting, Switches, DNS, Networking, Telecommunications, Technical Support, Network Engineering, Firewalls, TCP/IP, DHCP, Windows, LAN-WAN, Active Directory, Information Technology, Network Architecture, Avaya, Routing, Hardware, IT Operations, IT Management, Visio, Vendor Management, Blackberry Enterprise..., System Administration, Computer Security, Wireless Networking, IP, Computer Network...
Education
Kansas State University 1989 — 1991
Graphic Design
Jeffry Halbert's A.G. Edwards Experience June 1999 - December 1999
Job Service Desk Anabearlyst at BuildABear Workshop
Industry Higher Education
Experience
Build-A-Bear Workshop November 2012 - October 2014
University of Missouri - St. Louis January 2013 - May 2013
World Wide Technology December 2007 - February 2011
World Wide Technology January 2006 - December 2007
World Wide Technology May 2003 - December 2005
Guardian Savings March 2000 - December 2001
A.G. Edwards June 1999 - December 1999
Cunningham Communication October 1997 - April 1999
Skills
System Administration, Windows Server, Teaching, Program Management, Business Analysis, Networking, Troubleshooting, Databases, Access, Windows, Software Documentation, Team Leadership, Microsoft Office, Social Media, Customer Service
Education
University of Missouri-Saint Louis 2012 — 2015
Master's Degree, Philosophy
Webster University 2006 — 2011
Certificate, Practical & Interdisciplinary Ethics
Webster University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
St. Louis Community College 1995 — 1996
Associate of the Arts, Broadcasting, Public Relations
Jefferson Community College 1993 — 1996
(transferred), Vocal Music
Build-A-Bear Workshop November 2012 - October 2014
University of Missouri - St. Louis January 2013 - May 2013
World Wide Technology December 2007 - February 2011
World Wide Technology January 2006 - December 2007
World Wide Technology May 2003 - December 2005
Guardian Savings March 2000 - December 2001
A.G. Edwards June 1999 - December 1999
Cunningham Communication October 1997 - April 1999
Skills
System Administration, Windows Server, Teaching, Program Management, Business Analysis, Networking, Troubleshooting, Databases, Access, Windows, Software Documentation, Team Leadership, Microsoft Office, Social Media, Customer Service
Education
University of Missouri-Saint Louis 2012 — 2015
Master's Degree, Philosophy
Webster University 2006 — 2011
Certificate, Practical & Interdisciplinary Ethics
Webster University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
St. Louis Community College 1995 — 1996
Associate of the Arts, Broadcasting, Public Relations
Jefferson Community College 1993 — 1996
(transferred), Vocal Music
Douglas David Rubenstein's A.G. Edwards Experience 1982 - 2007
Job Senior Vice President and Director of Capital Markets and Business Strategy
Industry Financial Services
Experience
Benjamin F. Edwards & Co. June 2012 - Present
Stifel Financial Corp. December 2007 - June 2012
A.G. Edwards 1982 - 2007
Skills
Series 24, Series 7, Series 63, Bonds, Investments, Investment Advisory, Equities, Asset Allocation, Strategic Planning, Microsoft Office, Retirement Planning, Mutual Funds, Asset Managment, Wealth Management, Project Management, Strategic Financial..., Process Improvement, Customer Service, Insurance, Private Equity, Real Estate, Valuation, Investment Banking, Capital Markets, Financial Services, Financial Modeling, Investor Relations, M&A analysis, Mergers & Acquisitions, Corporate Finance, Fixed Income, Banking, Debt & Equity Capital..., Structured Finance, Financial Structuring, Financial Strategy, Bloomberg, Asset Management, Securities, Strategy, Team Leadership, Philanthropy, Executive Management, Business Development, Budgeting, Management Consulting, Business Analysis
Education
Washington University in St. Louis - Olin Business School 1986 — 1989
Master of Business Administration (MBA), Finance, General
Lake Forest College 1981 — 1985
BA, Economics
Benjamin F. Edwards & Co. June 2012 - Present
Stifel Financial Corp. December 2007 - June 2012
A.G. Edwards 1982 - 2007
Skills
Series 24, Series 7, Series 63, Bonds, Investments, Investment Advisory, Equities, Asset Allocation, Strategic Planning, Microsoft Office, Retirement Planning, Mutual Funds, Asset Managment, Wealth Management, Project Management, Strategic Financial..., Process Improvement, Customer Service, Insurance, Private Equity, Real Estate, Valuation, Investment Banking, Capital Markets, Financial Services, Financial Modeling, Investor Relations, M&A analysis, Mergers & Acquisitions, Corporate Finance, Fixed Income, Banking, Debt & Equity Capital..., Structured Finance, Financial Structuring, Financial Strategy, Bloomberg, Asset Management, Securities, Strategy, Team Leadership, Philanthropy, Executive Management, Business Development, Budgeting, Management Consulting, Business Analysis
Education
Washington University in St. Louis - Olin Business School 1986 — 1989
Master of Business Administration (MBA), Finance, General
Lake Forest College 1981 — 1985
BA, Economics
Lisa Doner's A.G. Edwards Experience 2000 - Present
Job Technical Analyst at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards 2000 - Present
Wachovia Securities 2000 - Present
Education
Lindenwood University
A.G. Edwards 2000 - Present
Wachovia Securities 2000 - Present
Education
Lindenwood University
Matt Teeple, CFP's A.G. Edwards Experience June 2004 - September 2006
Job Owner, Teeple Wealth Management
Industry Financial Services
Experience
Teeple Wealth Management May 2008 - Present
Oxford Financial Group, Ltd. October 2006 - October 2007
A.G. Edwards June 2004 - September 2006
Eli Lilly and Company 2000 - 2001
Skills
Strategic Planning, New Business Development, Customer Service, Business Strategy, Investments, Sales, Business Development, Leadership, Small Business, Retirement Planning, Finance, Risk Management, Wealth Management..., Financial Planners, Wealth Management, Financial Planning
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science, Finance
Teeple Wealth Management May 2008 - Present
Oxford Financial Group, Ltd. October 2006 - October 2007
A.G. Edwards June 2004 - September 2006
Eli Lilly and Company 2000 - 2001
Skills
Strategic Planning, New Business Development, Customer Service, Business Strategy, Investments, Sales, Business Development, Leadership, Small Business, Retirement Planning, Finance, Risk Management, Wealth Management..., Financial Planners, Wealth Management, Financial Planning
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science, Finance
Rick Grabish's A.G. Edwards Experience 2001 - 2007
Job Trust Company Executive
Industry Financial Services
Experience
OppenheimerFunds Inc 2001 - Present
A.G. Edwards Trust Co., FSB 2005 - 2007
AG Edwards 2001 - 2007
Wachovia/A.G. Edwards Trust Company 1987 - 2007
A.G. Edwards & Sons, Inc. 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards 1980 - 2007
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning
Education
Kent State University 1972 — 1975
Ph.D., Communication
Texas Tech University 1970 — 1972
MA, Communication
University of Missouri-Columbia 1966 — 1970
B.S., Communication
OppenheimerFunds Inc 2001 - Present
A.G. Edwards Trust Co., FSB 2005 - 2007
AG Edwards 2001 - 2007
Wachovia/A.G. Edwards Trust Company 1987 - 2007
A.G. Edwards & Sons, Inc. 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards 1980 - 2007
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning
Education
Kent State University 1972 — 1975
Ph.D., Communication
Texas Tech University 1970 — 1972
MA, Communication
University of Missouri-Columbia 1966 — 1970
B.S., Communication
Barry Hickman's A.G. Edwards Experience May 1993 - May 2002
Job Experienced Sales Professional
Industry Financial Services
Experience
Benjamin F. Edwards & Co. December 2013 - October 2014
Edward Jones February 2010 - November 2013
Corky's BBQ - Memphis May 2001 - December 2009
A.G. Edwards May 1993 - May 2002
Governor James R. Thompson May 1988 - September 1990
Illinois Department of Revenue August 1986 - May 1988
WICS-TV May 1984 - August 1986
Skills
Strategic Planning, Public Speaking, Sales, Marketing, Sales Management, Social Media, Account Management, Marketing Strategy, New Business Development, Team Leadership, Networking, Team Building, Coaching, Advertising, Project Management, Event Planning, Leadership Development, Nonprofits, Fundraising, Small Business, Social Networking, Customer Service, Public Relations, Leadership
Education
Illinois State University 1980 — 1984
Mass Communications, Broadcast Journalism
Griffin High School 1976 — 1980
Benjamin F. Edwards & Co. December 2013 - October 2014
Edward Jones February 2010 - November 2013
Corky's BBQ - Memphis May 2001 - December 2009
A.G. Edwards May 1993 - May 2002
Governor James R. Thompson May 1988 - September 1990
Illinois Department of Revenue August 1986 - May 1988
WICS-TV May 1984 - August 1986
Skills
Strategic Planning, Public Speaking, Sales, Marketing, Sales Management, Social Media, Account Management, Marketing Strategy, New Business Development, Team Leadership, Networking, Team Building, Coaching, Advertising, Project Management, Event Planning, Leadership Development, Nonprofits, Fundraising, Small Business, Social Networking, Customer Service, Public Relations, Leadership
Education
Illinois State University 1980 — 1984
Mass Communications, Broadcast Journalism
Griffin High School 1976 — 1980
Sean Abernathy's A.G. Edwards Experience December 1993 - February 1997
Job Background Review Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones Manager - Money ManagementFirst Financial PlannersFebruary 1997 - November 1998
A.G. Edwards December 1993 - February 1997
Education
Lindenwood University 2004 — 2006
Edward Jones Manager - Money ManagementFirst Financial PlannersFebruary 1997 - November 1998
A.G. Edwards December 1993 - February 1997
Education
Lindenwood University 2004 — 2006
Lou Paolillo's A.G. Edwards Experience April 2008 - May 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Anthony Valencia's A.G. Edwards Experience Financial AdvisorMorgan StanleyNovember 2006 - November 2007
Job Financial Advisor at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards Financial AdvisorMorgan StanleyNovember 2006 - November 2007
JPMorgan Chase October 2005 - November 2006
Education
King University 2000 — 2005
MBA, International Business
A.G. Edwards Financial AdvisorMorgan StanleyNovember 2006 - November 2007
JPMorgan Chase October 2005 - November 2006
Education
King University 2000 — 2005
MBA, International Business
Melissa Wetherby's A.G. Edwards Experience February 2006 - October 2006
Job Lead Educational Technologist at Landmark College
Industry Higher Education
Experience
Landmark College October 2006 - Present
A.G. Edwards February 2006 - October 2006
Brattleboro Reformer 1998 - 2003
Skills
CSS, Dragon Naturally..., Teaching, Social Networking, Web Marketing, Kurzweil 3000, Digital Text, Moodle Administration, Moodle, Curriculum Design, Higher Education, Admissions, Dreamweaver, Student Development, Grant Writing, Educational Technology, Staff Development, Editing, Community Outreach, Program Development, Instructional Design, Assistive Technology, E-Learning, Training, Instructional Technology, Student Affairs, Student Engagement, Adult Education, Curriculum Development, Academic Advising, Educational Leadership, Classroom
Education
Marlboro College 2008 — 2009
MSIT / MAT, Duel Master's Degree: Information Technology & Ed Tech
Union Institute and University 2003 — 2004
Bachelors, Liberal Arts
Community College of Vermont 1999 — 2002
Associate of Arts (A.A.), Liberal Studies
Hinsdale High School 1985 — 1989
High School, General
Landmark College October 2006 - Present
A.G. Edwards February 2006 - October 2006
Brattleboro Reformer 1998 - 2003
Skills
CSS, Dragon Naturally..., Teaching, Social Networking, Web Marketing, Kurzweil 3000, Digital Text, Moodle Administration, Moodle, Curriculum Design, Higher Education, Admissions, Dreamweaver, Student Development, Grant Writing, Educational Technology, Staff Development, Editing, Community Outreach, Program Development, Instructional Design, Assistive Technology, E-Learning, Training, Instructional Technology, Student Affairs, Student Engagement, Adult Education, Curriculum Development, Academic Advising, Educational Leadership, Classroom
Education
Marlboro College 2008 — 2009
MSIT / MAT, Duel Master's Degree: Information Technology & Ed Tech
Union Institute and University 2003 — 2004
Bachelors, Liberal Arts
Community College of Vermont 1999 — 2002
Associate of Arts (A.A.), Liberal Studies
Hinsdale High School 1985 — 1989
High School, General
Rocky Bordoni's A.G. Edwards Experience October 2001 - March 2006
Job Learning and Development Manager
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors 2013 - Present
Wells Fargo Advisors October 2009 - March 2013
Wachovia Securities, a division of Wells Fargo March 2006 - October 2009
A.G. Edwards October 2001 - March 2006
UPS April 1997 - June 2001
Skills
Series 7, Relationship Management, Equities, Wealth Management, Credit, Retirement Planning, Portfolio Management, Wealth, Investments, Financial Services, Banking, Mutual Funds, Series 63, Management, Strategic Financial..., Investment Advisory, Insurance
Education
Lindenwood University 2006 — 2007
MBA, Business
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors 2013 - Present
Wells Fargo Advisors October 2009 - March 2013
Wachovia Securities, a division of Wells Fargo March 2006 - October 2009
A.G. Edwards October 2001 - March 2006
UPS April 1997 - June 2001
Skills
Series 7, Relationship Management, Equities, Wealth Management, Credit, Retirement Planning, Portfolio Management, Wealth, Investments, Financial Services, Banking, Mutual Funds, Series 63, Management, Strategic Financial..., Investment Advisory, Insurance
Education
Lindenwood University 2006 — 2007
MBA, Business
Glen Simmonds, CFP® , MBA, AAMS®'s A.G. Edwards Experience 2004 - 2006
Job Managing Director, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2004 - Present
A.G. Edwards 2004 - 2006
Kamco Plastics June 1994 - July 2004
Delta Air Lines July 1989 - June 1994
United States Navy February 1986 - February 1994
AVMATS 1989 - 1989
Education
Illinois Institute of Technology 2000 — 2002
MBA, Business/Finance
Judson University 1994 — 1998
Business, Business Management
University of Missouri 1987 — 1989
Electrical Engineering
CFP®, MBA, AAMS
Wells Fargo Advisors, LLC May 2004 - Present
A.G. Edwards 2004 - 2006
Kamco Plastics June 1994 - July 2004
Delta Air Lines July 1989 - June 1994
United States Navy February 1986 - February 1994
AVMATS 1989 - 1989
Education
Illinois Institute of Technology 2000 — 2002
MBA, Business/Finance
Judson University 1994 — 1998
Business, Business Management
University of Missouri 1987 — 1989
Electrical Engineering
CFP®, MBA, AAMS
Derek Stumpf's A.G. Edwards Experience 1991 - 1999
Job Director, State and Local Income Tax at Express Scripts
Industry Accounting
Experience
Express Scripts August 2013 - Present
PricewaterhouseCoopers 2002 - August 2013
Arthur Andersen October 1999 - May 2002
A.G. Edwards 1991 - 1999
Skills
Tax Accounting, State Tax, Tax Research, Tax, International Tax, Accounting, Corporate Tax, Internal Controls, Auditing, Financial Reporting, Income Tax, CPA, FIN 48, Tax Returns, Big 4, FAS109, Restructuring, Tax Credits
Education
Maryville University of Saint Louis 1993 — 1996
Bachelor of Science, Accounting
Express Scripts August 2013 - Present
PricewaterhouseCoopers 2002 - August 2013
Arthur Andersen October 1999 - May 2002
A.G. Edwards 1991 - 1999
Skills
Tax Accounting, State Tax, Tax Research, Tax, International Tax, Accounting, Corporate Tax, Internal Controls, Auditing, Financial Reporting, Income Tax, CPA, FIN 48, Tax Returns, Big 4, FAS109, Restructuring, Tax Credits
Education
Maryville University of Saint Louis 1993 — 1996
Bachelor of Science, Accounting
Alison Collier's A.G. Edwards Experience January 2003 - January 2006
Job Cost Analyst at Morgan Borszcz Consulting
Industry Management Consulting
Experience
Morgan Borszcz Consulting September 2014 - Present
NCI, Inc. September 2013 - September 2014
Accenture April 2013 - September 2013
Deloitte Consulting May 2009 - April 2013
BearingPoint February 2006 - May 2009
A.G. Edwards January 2003 - January 2006
Skills
Access, Business Process..., Business Process..., Financial Analysis, Requirements Analysis, Business Analysis, Consulting, Data Analysis, Quality Assurance, Finance, Microsoft Excel, Customer Service, Time Management, Auditing, Process Improvement, SQL*Plus, 10 Key, Active DoD Secret..., Test Scripts, System Testing, Budget Reconciliation, Multi Tasking, Task Management, Employee Training, Project Status Reporting, Account Reconciliation, XML, Full project lifecycle...
Education
McKendree College 1998 — 2002
Bachelors of Business Administration, Economics & Finance
Belleville West 1994 — 1998
Morgan Borszcz Consulting September 2014 - Present
NCI, Inc. September 2013 - September 2014
Accenture April 2013 - September 2013
Deloitte Consulting May 2009 - April 2013
BearingPoint February 2006 - May 2009
A.G. Edwards January 2003 - January 2006
Skills
Access, Business Process..., Business Process..., Financial Analysis, Requirements Analysis, Business Analysis, Consulting, Data Analysis, Quality Assurance, Finance, Microsoft Excel, Customer Service, Time Management, Auditing, Process Improvement, SQL*Plus, 10 Key, Active DoD Secret..., Test Scripts, System Testing, Budget Reconciliation, Multi Tasking, Task Management, Employee Training, Project Status Reporting, Account Reconciliation, XML, Full project lifecycle...
Education
McKendree College 1998 — 2002
Bachelors of Business Administration, Economics & Finance
Belleville West 1994 — 1998
Sue Zacek's A.G. Edwards Experience February 2000 - September 2005
Job
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group June 2013 - Present
Wells Fargo - Wholesale Technology Services July 2010 - May 2013
Wells Fargo May 2009 - July 2010
Wachovia Bank September 2008 - May 2009
Wachovia Bank June 2007 - 2008
Bank of America October 2005 - June 2007
A.G. Edwards February 2000 - September 2005
Deutsche Financial Services November 1998 - January 2000
CompUSA October 1997 - November 1999
Eastern Washington University October 1994 - November 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Business Process, MS Project, Data Warehousing, Project Management, Integration, Software Documentation, User Acceptance Testing, Project Planning, Access, Systems Analysis, Compliance, Testing, Financial Risk, Change Management, Requirements Management, Visio, Banking, Risk Management, Process Improvement, Analysis, Management, Business Requirements, Business Process..., Governance, Leadership
Education
Iowa State University - College of Business 1981 — 1984
BBA
Carlisle & Gallagher Consulting Group June 2013 - Present
Wells Fargo - Wholesale Technology Services July 2010 - May 2013
Wells Fargo May 2009 - July 2010
Wachovia Bank September 2008 - May 2009
Wachovia Bank June 2007 - 2008
Bank of America October 2005 - June 2007
A.G. Edwards February 2000 - September 2005
Deutsche Financial Services November 1998 - January 2000
CompUSA October 1997 - November 1999
Eastern Washington University October 1994 - November 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Business Process, MS Project, Data Warehousing, Project Management, Integration, Software Documentation, User Acceptance Testing, Project Planning, Access, Systems Analysis, Compliance, Testing, Financial Risk, Change Management, Requirements Management, Visio, Banking, Risk Management, Process Improvement, Analysis, Management, Business Requirements, Business Process..., Governance, Leadership
Education
Iowa State University - College of Business 1981 — 1984
BBA
Allen Pryor's A.G. Edwards Experience November 1993 - August 2007
Job Assistant VP at Anderson & Strudwick
Industry Investment Management
Experience
Anderson & Strudwick August 2007 - Present
A.G. Edwards November 1993 - August 2007
Education
Haslam College of Business at the University of Tennessee 1987 — 1993
BS
Anderson & Strudwick August 2007 - Present
A.G. Edwards November 1993 - August 2007
Education
Haslam College of Business at the University of Tennessee 1987 — 1993
BS
Andy Thorson's A.G. Edwards Experience November 1996 - December 1997
Job Futures Trader at International Trading Group
Industry Capital Markets
Experience
Independent Futures Trader April 2015 - Present
ITG - International Trading Group July 2003 - April 2015
SMW Trading Company, Inc. March 1999 - June 2003
A.G. Edwards November 1996 - December 1997
Skills
Trading, Commodity, Options, Technical Analysis, Risk Management, Hedging, Derivatives, Trading Strategies, Electronic Trading, Energy, Trading Systems, Proprietary Trading, Investments, Financial Markets, Commodity Markets
Education
Lewis University 1992 — 1996
Bachelor of Science (BS), Aviation/Airway Management and Operations
Independent Futures Trader April 2015 - Present
ITG - International Trading Group July 2003 - April 2015
SMW Trading Company, Inc. March 1999 - June 2003
A.G. Edwards November 1996 - December 1997
Skills
Trading, Commodity, Options, Technical Analysis, Risk Management, Hedging, Derivatives, Trading Strategies, Electronic Trading, Energy, Trading Systems, Proprietary Trading, Investments, Financial Markets, Commodity Markets
Education
Lewis University 1992 — 1996
Bachelor of Science (BS), Aviation/Airway Management and Operations
Ragini Arrabelli's A.G. Edwards Experience October 2004 - April 2006
Job Sr Quality Engineer at LexisNexis
Industry Insurance
Experience
LexisNexis May 2008 - Present
Hewitt Associates May 2006 - April 2007
A.G. Edwards October 2004 - April 2006
SBC April 2004 - October 2004
Health Care January 2003 - March 2004
Skills
SDLC, Agile Methodologies, Business Intelligence, SOA, Data Warehousing, SSIS, SQL, Microsoft SQL Server, T-SQL, Test Link
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors, Technology in Computer Science
LexisNexis May 2008 - Present
Hewitt Associates May 2006 - April 2007
A.G. Edwards October 2004 - April 2006
SBC April 2004 - October 2004
Health Care January 2003 - March 2004
Skills
SDLC, Agile Methodologies, Business Intelligence, SOA, Data Warehousing, SSIS, SQL, Microsoft SQL Server, T-SQL, Test Link
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors, Technology in Computer Science
Melody Johnson's A.G. Edwards Experience 1992 - 1998
Job Owner and CEO at M. Johnson Consultants, LLC
Industry Apparel & Fashion
Experience
ETCETERA (CARLISLE ETCETERA, LLC) NEW YORK January 2009 - Present
M. Johnson Consultants, LLC 1998 - Present
Saks Fifth Avenue October 2012 - May 2013
A.G. Edwards 1992 - 1998
Skills
Marketing, Sales, Business Development, Retail, Investments, Finance, Fashion, Customer Service, Apparel, Investment Banking, Time Management, Strategic Planning, Project Management, Leadership, CRM, Management Consulting, Strategy, Social Networking, Marketing Strategy, Entrepreneurship
Education
Howard University 1981 — 1985
BBA, Finance
Woodward Academy 1978 — 1981
ETCETERA (CARLISLE ETCETERA, LLC) NEW YORK January 2009 - Present
M. Johnson Consultants, LLC 1998 - Present
Saks Fifth Avenue October 2012 - May 2013
A.G. Edwards 1992 - 1998
Skills
Marketing, Sales, Business Development, Retail, Investments, Finance, Fashion, Customer Service, Apparel, Investment Banking, Time Management, Strategic Planning, Project Management, Leadership, CRM, Management Consulting, Strategy, Social Networking, Marketing Strategy, Entrepreneurship
Education
Howard University 1981 — 1985
BBA, Finance
Woodward Academy 1978 — 1981
Eric Irani, CFA's A.G. Edwards Experience 2004 - 2005
Job Sr. Financial Analyst at United Shore
Industry Financial Services
Experience
United Shore January 2014 - Present
Capital IQ July 2007 - January 2014
Bank of America 2005 - 2007
Banc of America Securities 2005 - 2007
Bank of America Merrill Lynch 2005 - 2007
A.G. Edwards 2004 - 2005
Enron 2001 - 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Finance, Equities, Private Equity, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Finance / Accounting
Kalamazoo College 1997 — 1999
United Shore January 2014 - Present
Capital IQ July 2007 - January 2014
Bank of America 2005 - 2007
Banc of America Securities 2005 - 2007
Bank of America Merrill Lynch 2005 - 2007
A.G. Edwards 2004 - 2005
Enron 2001 - 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Finance, Equities, Private Equity, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Finance / Accounting
Kalamazoo College 1997 — 1999
Pramod Jain's A.G. Edwards Experience July 2000 - May 2002
Job Architect/Lead Software Designer Implementer at Delta Dental
Industry Information Technology and Services
Experience
Delta Dental Plan of Michigan November 2006 - Present
Daimler Chrysler May 2002 - November 2006
A.G. Edwards July 2000 - May 2002
IMR Global July 1998 - July 2000
Skills
Java Enterprise Edition, Weblogic, Spring, SOA, Web Services, Oracle, Ant, EJB, Hibernate, Agile Methodologies, Unix, XML, JSP, Software Development, Struts, JUnit, Eclipse, JMS, Java, SDLC, Scrum, Maven, SQL, Enterprise Architecture, Servlets, UML, JBoss Application Server, PL/SQL, ClearCase, AJAX, Test Driven Development, Continuous Integration, JavaScript, Web Applications, Integration, ESB, Databases, SOAP, Application Architecture, Architectures, Spring Framework, WebLogic
Education
Indian Institute of Technology, Roorkee 1994 — 1998
BE, Metallurgy
Delta Dental Plan of Michigan November 2006 - Present
Daimler Chrysler May 2002 - November 2006
A.G. Edwards July 2000 - May 2002
IMR Global July 1998 - July 2000
Skills
Java Enterprise Edition, Weblogic, Spring, SOA, Web Services, Oracle, Ant, EJB, Hibernate, Agile Methodologies, Unix, XML, JSP, Software Development, Struts, JUnit, Eclipse, JMS, Java, SDLC, Scrum, Maven, SQL, Enterprise Architecture, Servlets, UML, JBoss Application Server, PL/SQL, ClearCase, AJAX, Test Driven Development, Continuous Integration, JavaScript, Web Applications, Integration, ESB, Databases, SOAP, Application Architecture, Architectures, Spring Framework, WebLogic
Education
Indian Institute of Technology, Roorkee 1994 — 1998
BE, Metallurgy
Stevie Calicutt's A.G. Edwards Experience October 1990 - May 2008
Job Application Systems Engineer Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Wachovia Securities October 2007 - Present
A.G. Edwards October 1990 - May 2008
Education
Maryville University of Saint Louis 2008 — 2011
BA, Information Systems
St. Louis Community College 1984 — 1987
AAS, Data Processing
Wells Fargo Advisors January 2008 - Present
Wachovia Securities October 2007 - Present
A.G. Edwards October 1990 - May 2008
Education
Maryville University of Saint Louis 2008 — 2011
BA, Information Systems
St. Louis Community College 1984 — 1987
AAS, Data Processing
Bob Braid's A.G. Edwards Experience April 1999 - October 2004
Job Yacht Sales at Passage Nautical Inc.
Industry Financial Services
Experience
Passage Nautical Inc. March 2015 - Present
Private Investor December 2008 - Present
AIG October 2004 - December 2008
A.G. Edwards April 1999 - October 2004
Marsh & McLennan Companies, Inc. January 1997 - July 1998
Sedgwick Group February 1984 - September 1996
Tillinghast 1979 - 1983
Liberty Mutual Insurance March 1973 - August 1979
Skills
Insurance, Underwriting, Equities, Risk Management, Finance, Banking, Strategy, Mutual Funds, Strategic Planning, Property & Casualty..., New Business Development, Business Planning, Business Strategy, Wealth Management, Investments, Account Management, Portfolio Management, Venture Capital, Negotiation, Hedge Funds, Commercial Pilot..., Retirement Planning, Yacht Captain (50 Ton), Commercial Insurance, Brokers, Liability, General Insurance, Leadership, Claim, Claims Management, Marketing, Professional Liability, Workers Compensation, Customer Service, Enterprise Risk..., Aviation, Piloting, Sailing, Yacht Racing
Education
Northeastern University 1981 — 1982
N/A, MBA
Jacksonville University 1967 — 1973
BA, Business/International Affairs
Passage Nautical Inc. March 2015 - Present
Private Investor December 2008 - Present
AIG October 2004 - December 2008
A.G. Edwards April 1999 - October 2004
Marsh & McLennan Companies, Inc. January 1997 - July 1998
Sedgwick Group February 1984 - September 1996
Tillinghast 1979 - 1983
Liberty Mutual Insurance March 1973 - August 1979
Skills
Insurance, Underwriting, Equities, Risk Management, Finance, Banking, Strategy, Mutual Funds, Strategic Planning, Property & Casualty..., New Business Development, Business Planning, Business Strategy, Wealth Management, Investments, Account Management, Portfolio Management, Venture Capital, Negotiation, Hedge Funds, Commercial Pilot..., Retirement Planning, Yacht Captain (50 Ton), Commercial Insurance, Brokers, Liability, General Insurance, Leadership, Claim, Claims Management, Marketing, Professional Liability, Workers Compensation, Customer Service, Enterprise Risk..., Aviation, Piloting, Sailing, Yacht Racing
Education
Northeastern University 1981 — 1982
N/A, MBA
Jacksonville University 1967 — 1973
BA, Business/International Affairs
Kathy Darnell's A.G. Edwards Experience April 1994 - June 2007
Job VicePresident,Advisory Market Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2008 - Present
Wells Fargo Advisors March 2008 - December 2008
A.G. Edwards April 1994 - June 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Investments, Alternative Investments, Equities, Uniform Combined State..., Investment Strategies, Securities, Retirement, Portfolio Management, Asset Management, Financial Services, Financial Advisory, Fixed Annuities, Fixed Income, 401k
Education
Maryville University of Saint Louis
Bachelor of Arts (B.A.), Business Communications
Washington University in St. Louis
Pursued Masters, Human Resource Management
Stifel Nicolaus December 2008 - Present
Wells Fargo Advisors March 2008 - December 2008
A.G. Edwards April 1994 - June 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Investments, Alternative Investments, Equities, Uniform Combined State..., Investment Strategies, Securities, Retirement, Portfolio Management, Asset Management, Financial Services, Financial Advisory, Fixed Annuities, Fixed Income, 401k
Education
Maryville University of Saint Louis
Bachelor of Arts (B.A.), Business Communications
Washington University in St. Louis
Pursued Masters, Human Resource Management
Bill Vanaman's A.G. Edwards Experience April 1999 - July 2004
Job Area Manager at BBSI
Industry Human Resources
Experience
BBSI October 2007 - Present
AIG American General August 2004 - August 2007
A.G. Edwards April 1999 - July 2004
Skills
Employee Benefits, Human Resources, Workers Compensation, Payroll, Training, Insurance, Management, Sales, Benefits Administration, Employee Relations, Onboarding, Recruiting, Performance Management, Hiring, HR Consulting
Education
LIU Post 1976 — 1980
BS, Finance
Paul D. Schreiber High School
BBSI October 2007 - Present
AIG American General August 2004 - August 2007
A.G. Edwards April 1999 - July 2004
Skills
Employee Benefits, Human Resources, Workers Compensation, Payroll, Training, Insurance, Management, Sales, Benefits Administration, Employee Relations, Onboarding, Recruiting, Performance Management, Hiring, HR Consulting
Education
LIU Post 1976 — 1980
BS, Finance
Paul D. Schreiber High School
Craedel Key's A.G. Edwards Experience June 2006 - July 2007
Job Tactical Project Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2011 - Present
Chase September 2009 - December 2010
Merrill Lynch July 2007 - February 2009
A.G. Edwards June 2006 - July 2007
Lincoln Financial Group December 2004 - April 2006
Lincoln Financial Group March 2002 - December 2004
Lincoln Financial Group June 1999 - March 2002
Education
Indiana Wesleyan University 2011 — 2012
Master of Business Administration (MBA), Management
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (BS), Marketing
Lincoln Financial Group January 2011 - Present
Chase September 2009 - December 2010
Merrill Lynch July 2007 - February 2009
A.G. Edwards June 2006 - July 2007
Lincoln Financial Group December 2004 - April 2006
Lincoln Financial Group March 2002 - December 2004
Lincoln Financial Group June 1999 - March 2002
Education
Indiana Wesleyan University 2011 — 2012
Master of Business Administration (MBA), Management
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (BS), Marketing
Kelly Howard's A.G. Edwards Experience February 2002 - August 2007
Job Financial Advisor
Industry Financial Services
Experience
A.G. Edwards February 2002 - August 2007
Merrill Lynch January 1990 - February 2002
Skills
Series 66, Retirement Planning, Series 7, Retirement Income..., IRA's, Uniform Combined State..., Customer Service, Finance, Estate Planning
Education
Indiana University Bloomington 1981 — 1985
BS, Business
A.G. Edwards February 2002 - August 2007
Merrill Lynch January 1990 - February 2002
Skills
Series 66, Retirement Planning, Series 7, Retirement Income..., IRA's, Uniform Combined State..., Customer Service, Finance, Estate Planning
Education
Indiana University Bloomington 1981 — 1985
BS, Business
Laura Togut's A.G. Edwards Experience June 2002 - August 2002
Job Financial Services Consultant
Industry Financial Services
Experience
Oliver Wyman May 2011 - Present
Serious Eats January 2011 - Present
MMG Partners September 2009 - March 2011
Thirteen/WNET December 2008 - September 2009
Bear Wagner Specialists June 2006 - July 2006
MBF Clearing Corporation (NYMEX) July 2005 - August 2005
Marcus & Millichap June 2005 - July 2005
H&R Block Financial Advisors June 2004 - September 2004
A.G. Edwards June 2002 - August 2002
Skills
Economics, Research, Excel, PowerPoint, Analysis
Education
Harvard University 2004 — 2008
BA, Economics
Oliver Wyman May 2011 - Present
Serious Eats January 2011 - Present
MMG Partners September 2009 - March 2011
Thirteen/WNET December 2008 - September 2009
Bear Wagner Specialists June 2006 - July 2006
MBF Clearing Corporation (NYMEX) July 2005 - August 2005
Marcus & Millichap June 2005 - July 2005
H&R Block Financial Advisors June 2004 - September 2004
A.G. Edwards June 2002 - August 2002
Skills
Economics, Research, Excel, PowerPoint, Analysis
Education
Harvard University 2004 — 2008
BA, Economics
Ron Oster's A.G. Edwards Experience January 1999 - August 2007
Job Director Globlal Energy Analytics at Peabody Energy
Industry Research
Experience
Peabody Energy May 2009 - Present
Broadpoint AmTech August 2007 - April 2009
Broadpoint Capital (formerly First Albany Capital) August 2007 - July 2008
A.G. Edwards January 1999 - August 2007
Hammer Trading 1998 - 1998
Skills
Energy, Financial Modeling, Renewable Energy, Valuation, Business Development, Equities, Financial Analysis, Analysis, Strategic Planning, Finance, Due Diligence
Education
Loyola University of Chicago 1993 — 1997
Finance
Peabody Energy May 2009 - Present
Broadpoint AmTech August 2007 - April 2009
Broadpoint Capital (formerly First Albany Capital) August 2007 - July 2008
A.G. Edwards January 1999 - August 2007
Hammer Trading 1998 - 1998
Skills
Energy, Financial Modeling, Renewable Energy, Valuation, Business Development, Equities, Financial Analysis, Analysis, Strategic Planning, Finance, Due Diligence
Education
Loyola University of Chicago 1993 — 1997
Finance
J Paul Newsome's A.G. Edwards Experience 2003 - 2007
Job managing director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
Lisa Doner's A.G. Edwards Experience November 2000 - July 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
A.G. Edwards November 2000 - July 2009
WELLS FARGO ADVISORS (formerly Wachovia Securities/A. G. Edwards & Sons) January 2000 - January 2009
A.G. Edwards 2000 - 2009
A. G. Edwards & Sons/Wachovia Securities 2000 - 2009
Systems Consultants, Inc. January 1998 - January 2000
SYSTEMS CONSULTANTS, INC January 1996 - January 2000
Systems Consultants, Inc. January 1997 - January 1998
Systems Consultants, Inc. January 1996 - January 1997
Education
Lindenwood University
Persuing Bachelor of Science, Business Mgmt
A.G. Edwards November 2000 - July 2009
WELLS FARGO ADVISORS (formerly Wachovia Securities/A. G. Edwards & Sons) January 2000 - January 2009
A.G. Edwards 2000 - 2009
A. G. Edwards & Sons/Wachovia Securities 2000 - 2009
Systems Consultants, Inc. January 1998 - January 2000
SYSTEMS CONSULTANTS, INC January 1996 - January 2000
Systems Consultants, Inc. January 1997 - January 1998
Systems Consultants, Inc. January 1996 - January 1997
Education
Lindenwood University
Persuing Bachelor of Science, Business Mgmt
Karen Haywood's A.G. Edwards Experience 1996 - 1998
Job Business Analyst | Network Marketing | Home & Small Business Prosperity & Savings Developer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
Shopping Sherlock February 2013 - Present
Wachovia Securities formerly known as A.G.Edwards & Sons, Inc May 1996 - November 2008
A.G. Edwards 1996 - 1998
Skills
Data Mapping, Business Requirements, SDLC, Business Analysis, Requirements Gathering, Coaching, Process Improvement, Training, Management, Analysis, Network Marketing, Change Management, Project Planning, Visio, Software Documentation, Disaster Recovery, Marketing, Entrepreneurship, Vendor Management, Customer Service, SharePoint, Business Process..., Consulting, Program Management, Networking, Requirements Analysis, Business Intelligence, Access, Leadership, Risk Management, Team Leadership, Project Management, Team Building, Time Management, Data Analysis, Testing, Troubleshooting, Cross-functional Team..., System Administration, Strategy, Information Technology, Strategic Partnerships, Integration, SQL, Software Project..., Call Centers
Education
Lindenwood University 2011 — 2012
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 3.94
Lindenwood University 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.85
Southwestern Illinois College 2007 — 2008
Associate's Degree, Computer Information Systems, 4.0
O'Fallon Township High School 1982 — 1985
High School
Wells Fargo Advisors, LLC November 2008 - Present
Shopping Sherlock February 2013 - Present
Wachovia Securities formerly known as A.G.Edwards & Sons, Inc May 1996 - November 2008
A.G. Edwards 1996 - 1998
Skills
Data Mapping, Business Requirements, SDLC, Business Analysis, Requirements Gathering, Coaching, Process Improvement, Training, Management, Analysis, Network Marketing, Change Management, Project Planning, Visio, Software Documentation, Disaster Recovery, Marketing, Entrepreneurship, Vendor Management, Customer Service, SharePoint, Business Process..., Consulting, Program Management, Networking, Requirements Analysis, Business Intelligence, Access, Leadership, Risk Management, Team Leadership, Project Management, Team Building, Time Management, Data Analysis, Testing, Troubleshooting, Cross-functional Team..., System Administration, Strategy, Information Technology, Strategic Partnerships, Integration, SQL, Software Project..., Call Centers
Education
Lindenwood University 2011 — 2012
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 3.94
Lindenwood University 2008 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.85
Southwestern Illinois College 2007 — 2008
Associate's Degree, Computer Information Systems, 4.0
O'Fallon Township High School 1982 — 1985
High School
Leonard Eaton's A.G. Edwards Experience June 1989 - March 1996
Job Senior Area Operations Manager at Sunoco
Industry Oil & Energy
Experience
Sunoco November 2002 - Present
Delta Sonic November 2001 - November 2002
Murphy Oil October 1999 - October 2001
BP March 1996 - September 1999
A.G. Edwards June 1989 - March 1996
United States Air Force July 1984 - March 1988
Skills
Team Leadership, Operations Management, Project Management, Problem Solving, Financial Analysis, Department Budgeting, Investments, Retail, Managerial Finance
Education
Maryville University of Saint Louis 1992 — 1996
Master of Business Administration (MBA), Business Administration and Management/Law
Maryville University of Saint Louis 1989 — 1991
Bachelor of Science (B.S.), Business Management
Sunoco November 2002 - Present
Delta Sonic November 2001 - November 2002
Murphy Oil October 1999 - October 2001
BP March 1996 - September 1999
A.G. Edwards June 1989 - March 1996
United States Air Force July 1984 - March 1988
Skills
Team Leadership, Operations Management, Project Management, Problem Solving, Financial Analysis, Department Budgeting, Investments, Retail, Managerial Finance
Education
Maryville University of Saint Louis 1992 — 1996
Master of Business Administration (MBA), Business Administration and Management/Law
Maryville University of Saint Louis 1989 — 1991
Bachelor of Science (B.S.), Business Management
Andrew Calloway's A.G. Edwards Experience January 2004 - June 2006
Job Director Mergers & Acquistions at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts July 2012 - Present
Express Scripts June 2006 - June 2012
A.G. Edwards January 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Mergers, Due Diligence, Valuation, Forecasting, Corporate Finance, Strategic Planning, Competitive Analysis, Risk Management, Finance, Business Strategy, Mergers & Acquisitions, Strategy, Cross-functional Team...
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Accounting, Finance
Illinois Wesleyan University 1996 — 2000
BA, Risk Management & Finance
Express Scripts July 2012 - Present
Express Scripts June 2006 - June 2012
A.G. Edwards January 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Mergers, Due Diligence, Valuation, Forecasting, Corporate Finance, Strategic Planning, Competitive Analysis, Risk Management, Finance, Business Strategy, Mergers & Acquisitions, Strategy, Cross-functional Team...
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Accounting, Finance
Illinois Wesleyan University 1996 — 2000
BA, Risk Management & Finance
Bryan Burtsfield's A.G. Edwards Experience January 2002 - November 2009
Job Financial Advisor at Cowling & Burtsfield Wealth Management Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Cowling & Burtsfield Wealth Management Wells Fargo Advisors Financial Network November 2009 - Present
A.G. Edwards January 2002 - November 2009
Skills
Investment Strategies, Estate Planning, Asset Allocation, Retirement Planning, Retirement, Uniform Combined State..., Mutual Funds, 529 Plans, Investments, 401k Rollovers, 401k, Equities, Wealth Management..., Series 7, Investment Advisory, IRAs, Bonds, Securities, Strategic Financial..., Financial Planners, Wealth Management, Wealth, Series 65, Asset Management, Roth IRA, FINRA, Alternative Investments, ETFs, Portfolio Management, High Net Worth..., Wealth Accumulation, Investment Management, Saving for Education, Finance, Series 6, College Savings Plans, Financial Advisory, Fixed Annuities, Series 63, Personal Financial..., Variable Annuities, Life Insurance
Education
Henderson State University 1990 — 1995
Bachelor of Arts (B.A.), Communication
Cowling & Burtsfield Wealth Management Wells Fargo Advisors Financial Network November 2009 - Present
A.G. Edwards January 2002 - November 2009
Skills
Investment Strategies, Estate Planning, Asset Allocation, Retirement Planning, Retirement, Uniform Combined State..., Mutual Funds, 529 Plans, Investments, 401k Rollovers, 401k, Equities, Wealth Management..., Series 7, Investment Advisory, IRAs, Bonds, Securities, Strategic Financial..., Financial Planners, Wealth Management, Wealth, Series 65, Asset Management, Roth IRA, FINRA, Alternative Investments, ETFs, Portfolio Management, High Net Worth..., Wealth Accumulation, Investment Management, Saving for Education, Finance, Series 6, College Savings Plans, Financial Advisory, Fixed Annuities, Series 63, Personal Financial..., Variable Annuities, Life Insurance
Education
Henderson State University 1990 — 1995
Bachelor of Arts (B.A.), Communication
Tom Ogle's A.G. Edwards Experience 1989 - 1990
Job Sr. Systems Programmer / WebSphere Administrator
Industry Information Technology and Services
Experience
Georgia Farm Bureau 1992 - Present
Analysts International Corporation (AIC) 1990 - 1992
A.G. Edwards 1989 - 1990
MTC Technologies 1986 - 1989
Skills
CICS, Disaster Recovery, Mainframe, MVS, TSO, DB2, IBM Utilities, JCL, z/OS, COBOL
Education
McKendree University
Bachelor of Science (BS), Information Technology
McKendree University
Georgia Farm Bureau 1992 - Present
Analysts International Corporation (AIC) 1990 - 1992
A.G. Edwards 1989 - 1990
MTC Technologies 1986 - 1989
Skills
CICS, Disaster Recovery, Mainframe, MVS, TSO, DB2, IBM Utilities, JCL, z/OS, COBOL
Education
McKendree University
Bachelor of Science (BS), Information Technology
McKendree University
Meghan Bydlon's A.G. Edwards Experience May 2004 - August 2004
Job North America Marketing Manager at Clinique
Industry Cosmetics
Experience
Clinique April 2013 - Present
Altria August 2006 - March 2013
Altria June 2005 - May 2006
A.G. Edwards May 2004 - August 2004
Skills
Retail, Inventory Management, Promotions, Marketing Strategy, Customer Relations, Account Management, Data Analysis, Consumer Products, Sales, Event Planning, Sales Operations, Merchandising, Management, Strategy, Strategic Planning, Social Media, Marketing, Integrated Marketing, Leadership
Education
Loyola College in Maryland 2009 — 2011
MBA, Marketing
University of Richmond - Robins School of Business 2002 — 2006
BSBA, Marketing & Leadership Studies
Clinique April 2013 - Present
Altria August 2006 - March 2013
Altria June 2005 - May 2006
A.G. Edwards May 2004 - August 2004
Skills
Retail, Inventory Management, Promotions, Marketing Strategy, Customer Relations, Account Management, Data Analysis, Consumer Products, Sales, Event Planning, Sales Operations, Merchandising, Management, Strategy, Strategic Planning, Social Media, Marketing, Integrated Marketing, Leadership
Education
Loyola College in Maryland 2009 — 2011
MBA, Marketing
University of Richmond - Robins School of Business 2002 — 2006
BSBA, Marketing & Leadership Studies
Ved Radhakrishnan's A.G. Edwards Experience November 2000 - February 2002
Job Senior Consultant
Industry Telecommunications
Experience
AT&T April 2002 - April 2015
A.G. Edwards November 2000 - February 2002
Skills
Hadoop, Apache Pig, Hive, Sqoop, Java, Websphere, Weblogic, Enterprise Architecture, Web Applications, Oracle, Solaris, Solution Architecture, Project Management, Essbase, Six Sigma, Linux, Integration, System Deployment, Hyperion Planning, Hyperion EPM, Unix Shell Scripting, Informix, Struts, JBoss Application Server, Unix, WebSphere, WebLogic, Shell Scripting, SDLC, Management, Requirements Analysis, Software Project..., User Acceptance Testing, Business Analysis
Education
Patten University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Madurai Kamaraj University 1988 — 1992
B.E, Electronics and communications, First Class
Indian Management Academy 1997 — 1997
Post Graduate Diploma, Foreign Trade Management
Electronics Research & Development Center of India [ ER & DC] 1999 — 1999
ERP Training Programme, SAP - ABAP/4
AT&T April 2002 - April 2015
A.G. Edwards November 2000 - February 2002
Skills
Hadoop, Apache Pig, Hive, Sqoop, Java, Websphere, Weblogic, Enterprise Architecture, Web Applications, Oracle, Solaris, Solution Architecture, Project Management, Essbase, Six Sigma, Linux, Integration, System Deployment, Hyperion Planning, Hyperion EPM, Unix Shell Scripting, Informix, Struts, JBoss Application Server, Unix, WebSphere, WebLogic, Shell Scripting, SDLC, Management, Requirements Analysis, Software Project..., User Acceptance Testing, Business Analysis
Education
Patten University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Madurai Kamaraj University 1988 — 1992
B.E, Electronics and communications, First Class
Indian Management Academy 1997 — 1997
Post Graduate Diploma, Foreign Trade Management
Electronics Research & Development Center of India [ ER & DC] 1999 — 1999
ERP Training Programme, SAP - ABAP/4
Jeff Swiney's A.G. Edwards Experience 1991 - 1997
Job Web Designer at AGBR
Industry Computer Software
Experience
AGBR August 2008 - Present
VantageLinks, LLC 2007 - 2008
Analysts International Corporation (AIC) 2003 - 2007
Cornerstone Solutions Group 1998 - 2003
Ajilon Consulting 1997 - 1998
A.G. Edwards 1991 - 1997
Skills
Visual Basic, SQL Server, Microsoft SQL Server, Visual Studio, VB.NET, XML
Education
Maryville University of Saint Louis 1987 — 1990
Computer Science
Southwest Baptist University 1983 — 1985
Religious studies/Computer Science
AGBR August 2008 - Present
VantageLinks, LLC 2007 - 2008
Analysts International Corporation (AIC) 2003 - 2007
Cornerstone Solutions Group 1998 - 2003
Ajilon Consulting 1997 - 1998
A.G. Edwards 1991 - 1997
Skills
Visual Basic, SQL Server, Microsoft SQL Server, Visual Studio, VB.NET, XML
Education
Maryville University of Saint Louis 1987 — 1990
Computer Science
Southwest Baptist University 1983 — 1985
Religious studies/Computer Science
Dan Stephen's A.G. Edwards Experience 2006 - 2007
Job Vice President of Investments at M4 Capital
Industry Financial Services
Experience
M4 Capital February 2013 - Present
Stifel Nicolaus December 2007 - February 2013
A.G. Edwards 2006 - 2007
Education
Washington University in St. Louis 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1998 — 2002
Bachelor of Science (B.S.), Finance
M4 Capital February 2013 - Present
Stifel Nicolaus December 2007 - February 2013
A.G. Edwards 2006 - 2007
Education
Washington University in St. Louis 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1998 — 2002
Bachelor of Science (B.S.), Finance
Carmine DePaola's A.G. Edwards Experience January 2001 - April 2008
Job Operations Specialist at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2012 - Present
MF Global April 2008 - December 2011
A.G. Edwards January 2001 - April 2008
Skills
Derivatives, Commodities, Settlements, Trading Systems, Trading, Back Office, Bloomberg, Options, Electronic Trading, Swaps, Reconciliations, Excel, Settlement, Customer Relations, Middle Office, Commodity, Equities, Equity Derivatives, Fixed Income, Securities
Education
Long Island University, C.W. Post Campus
Bachelor of Arts, Economics
New York Institute of Technology-Old Westbury
Masters of Science, Human Resources and Labor Relations
The Depository Trust & Clearing Corporation April 2012 - Present
MF Global April 2008 - December 2011
A.G. Edwards January 2001 - April 2008
Skills
Derivatives, Commodities, Settlements, Trading Systems, Trading, Back Office, Bloomberg, Options, Electronic Trading, Swaps, Reconciliations, Excel, Settlement, Customer Relations, Middle Office, Commodity, Equities, Equity Derivatives, Fixed Income, Securities
Education
Long Island University, C.W. Post Campus
Bachelor of Arts, Economics
New York Institute of Technology-Old Westbury
Masters of Science, Human Resources and Labor Relations
Gwen Gregory's A.G. Edwards Experience October 1998 - February 2002
Job Colonial Life
Industry Insurance
Experience
Colonial Life May 2014 - Present
home February 2002 - August 2012
A.G. Edwards October 1998 - February 2002
Traders Network September 1993 - October 1998
Education
Louisiana Tech University 1989 — 1991
Ouachita Christian School 1986 — 1989
High
Colonial Life May 2014 - Present
home February 2002 - August 2012
A.G. Edwards October 1998 - February 2002
Traders Network September 1993 - October 1998
Education
Louisiana Tech University 1989 — 1991
Ouachita Christian School 1986 — 1989
High
Steven Hattier's A.G. Edwards Experience 1997 - 2001
Job Principal at Hattier Financial Services
Industry Financial Services
Experience
Hattier Financial Services 2009 - Present
Morgan Keegan 2001 - 2009
A.G. Edwards 1997 - 2001
Skills
Strategic Planning, Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Equities, Business Strategy, Private Equity, Strategy, Management Consulting, Business Analysis, Corporate Finance, Project Management, Capital Markets, Investment Banking
Education
Louisiana State University 1991 — 1996
Finance
Hattier Financial Services 2009 - Present
Morgan Keegan 2001 - 2009
A.G. Edwards 1997 - 2001
Skills
Strategic Planning, Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Equities, Business Strategy, Private Equity, Strategy, Management Consulting, Business Analysis, Corporate Finance, Project Management, Capital Markets, Investment Banking
Education
Louisiana State University 1991 — 1996
Finance
Ruben J Alvaranga's A.G. Edwards Experience September 1993 - December 2002
Job Human Resources Manager at U.S. Army
Industry Military
Experience
U.S. Army January 2003 - Present
A.G. Edwards September 1993 - December 2002
Skills
Human Resources, Recruiting, Operations Management, Operating Systems, Mechanical Aptitude, Animal Work, Corporate Communications, Communication Skills, Community Service
Education
Jefferson Community College 2010 — 2013
currently enrolled, Individual Studies
University of Maryland University College Europe 2005 — 2013
currently enrolled, International Business
U.S. Army January 2003 - Present
A.G. Edwards September 1993 - December 2002
Skills
Human Resources, Recruiting, Operations Management, Operating Systems, Mechanical Aptitude, Animal Work, Corporate Communications, Communication Skills, Community Service
Education
Jefferson Community College 2010 — 2013
currently enrolled, Individual Studies
University of Maryland University College Europe 2005 — 2013
currently enrolled, International Business
George Rayhons's A.G. Edwards Experience July 1993 - December 1994
Job Senior Engineer and Task Lead at Camber Corporation
Industry Defense & Space
Experience
Camber Corporation December 1996 - Present
Corpus Christi Independent School District December 1994 - December 1996
A.G. Edwards July 1993 - December 1994
U. S. Navy June 1972 - July 1993
US Navy 1972 - 1993
Education
Texas A & M University Corpus Christi 1995 — 1995
Education Certification, Secondary Education and Teaching, 4.0
Texas Tech University 1992 — 1992
12 Credit Hours Towards PhD, Finance and Financial Management Services, 4.0
University of Southern California 1977 — 1978
Master's degree, Systems Management, 3.75
Iowa State University 1969 — 1972
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Camber Corporation December 1996 - Present
Corpus Christi Independent School District December 1994 - December 1996
A.G. Edwards July 1993 - December 1994
U. S. Navy June 1972 - July 1993
US Navy 1972 - 1993
Education
Texas A & M University Corpus Christi 1995 — 1995
Education Certification, Secondary Education and Teaching, 4.0
Texas Tech University 1992 — 1992
12 Credit Hours Towards PhD, Finance and Financial Management Services, 4.0
University of Southern California 1977 — 1978
Master's degree, Systems Management, 3.75
Iowa State University 1969 — 1972
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Karren Borsa's A.G. Edwards Experience 1990 - 1991
Job Assistant Chief Custodian at East Detroit Public Schools
Industry Education Management
Experience
East Detroit Public Schools March 1999 - Present
Five Brothers Default Management Solutions 1991 - 1995
A.G. Edwards 1990 - 1991
Education
Macomb Community College 1988 — 1990
East Detroit Public Schools March 1999 - Present
Five Brothers Default Management Solutions 1991 - 1995
A.G. Edwards 1990 - 1991
Education
Macomb Community College 1988 — 1990
Connie Sedgley's A.G. Edwards Experience January 1975 - January 1977
Job Senior Service Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management December 1991 - Present
A.G. Edwards January 1975 - January 1977
Education
University of West Florida 1973 — 1974
Bachelor of Arts (B.A.), Special Education and Teaching
Kent State University 1970 — 1973
Audiology/Audiologist and Speech-Language Pathology/Pathologist
Morgan Stanley Investment Management December 1991 - Present
A.G. Edwards January 1975 - January 1977
Education
University of West Florida 1973 — 1974
Bachelor of Arts (B.A.), Special Education and Teaching
Kent State University 1970 — 1973
Audiology/Audiologist and Speech-Language Pathology/Pathologist
Bo Harris's A.G. Edwards Experience December 1997 - September 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Wells Fargo Advisors September 2007 - June 2009
A.G. Edwards December 1997 - September 2007
Skills
Creative Problem Solving, Simplifying the Complex, Income Protection, Liquidity Management, Investments
Education
LSU 1971 — 1976
Bachelor of Science (BS), Real Estate
Merrill Lynch June 2009 - Present
Wells Fargo Advisors September 2007 - June 2009
A.G. Edwards December 1997 - September 2007
Skills
Creative Problem Solving, Simplifying the Complex, Income Protection, Liquidity Management, Investments
Education
LSU 1971 — 1976
Bachelor of Science (BS), Real Estate
Dennis Anderson, CFP®'s A.G. Edwards Experience March 2003 - December 2007
Job Branch Manager and Senior Vice President Investments
Industry Financial Services
Experience
Benjamin F. Edwards & Co. January 2013 - Present
Wells Fargo Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Wachovia Securites December 2007 - January 2009
A.G. Edwards March 2003 - December 2007
A.G. Edwards March 1997 - March 2003
A.G. Edwards March 1992 - March 1997
City of Woodstock March 1978 - March 1992
Education
Kaplan University-Davenport Campus 2005 — 2006
Accelerated Certificate in Financial Planning
Northern Illinois University 1971 — 1975
Bachelor of Arts, Political Science, History and Philosophy
Benjamin F. Edwards & Co. January 2013 - Present
Wells Fargo Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Wachovia Securites December 2007 - January 2009
A.G. Edwards March 2003 - December 2007
A.G. Edwards March 1997 - March 2003
A.G. Edwards March 1992 - March 1997
City of Woodstock March 1978 - March 1992
Education
Kaplan University-Davenport Campus 2005 — 2006
Accelerated Certificate in Financial Planning
Northern Illinois University 1971 — 1975
Bachelor of Arts, Political Science, History and Philosophy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.