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
Doug Reynolds Doug Reynolds's A.G. Edwards Experience June 1987 - April 2004
Job Managing Director at Reynolds Advisory Partners
Industry Investment Banking
Experience
Reynolds Advisory Partners August 2008 - Present
Headwaters MB June 2004 - February 2008
A.G. Edwards June 1987 - April 2004
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Chicago 1985 — 1987
MBA, Finance
Miami University 1979 — 1983
Bachelor of Science, Accounting
Reynolds Advisory Partners August 2008 - Present
Headwaters MB June 2004 - February 2008
A.G. Edwards June 1987 - April 2004
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Chicago 1985 — 1987
MBA, Finance
Miami University 1979 — 1983
Bachelor of Science, Accounting
Gary Gibson Gary Gibson's A.G. Edwards Experience September 2006 - March 2007
Job Real Estate Investing
Industry Sports
Experience
Tampa Bay Buccaneers May 2012 - March 2014
St. Louis Rams May 2009 - March 2012
Carolina Panthers July 2007 - March 2009
Hamburg Sea Devils March 2007 - July 2007
A.G. Edwards September 2006 - March 2007
Skills
Football, Sports, Social Networking, Facebook, Public Speaking, Cold Calling, Coaching, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Community Outreach, Team Building, Athletic Training, Sales, Customer Service, Sports Management, Sports Marketing, Athletics, Event Management, Baseball, Event Planning, Sponsorship
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Bachelor of Arts (B.A.), Criminal Justice
Tampa Bay Buccaneers May 2012 - March 2014
St. Louis Rams May 2009 - March 2012
Carolina Panthers July 2007 - March 2009
Hamburg Sea Devils March 2007 - July 2007
A.G. Edwards September 2006 - March 2007
Skills
Football, Sports, Social Networking, Facebook, Public Speaking, Cold Calling, Coaching, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Community Outreach, Team Building, Athletic Training, Sales, Customer Service, Sports Management, Sports Marketing, Athletics, Event Management, Baseball, Event Planning, Sponsorship
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Bachelor of Arts (B.A.), Criminal Justice
Clay Gregory Clay Gregory's A.G. Edwards Experience January 1999 - July 2003
Job Senior Applications Systems Analyst at Chesapeake Energy
Industry Oil & Energy
Experience
Chesapeake Energy April 2012 - Present
ConocoPhillips July 2006 - April 2012
Arvest Bank July 2005 - July 2006
Truity Credit Union July 2003 - July 2005
A.G. Edwards January 1999 - July 2003
Skills
Project Management, Oil/Gas, Revenue Analysis, Sales Operations, Analysis, Business Analysis, Leadership, Budgets, Management, Process Improvement, Energy, Energy Industry, Gas, Oil, Petroleum, Financial Analysis, Upstream, SAP, Public Speaking, Business Intelligence, Accounting, Customer Service
Education
Oklahoma State University 2004 — 2004
Family Financial Planning
University of Central Oklahoma 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Chesapeake Energy April 2012 - Present
ConocoPhillips July 2006 - April 2012
Arvest Bank July 2005 - July 2006
Truity Credit Union July 2003 - July 2005
A.G. Edwards January 1999 - July 2003
Skills
Project Management, Oil/Gas, Revenue Analysis, Sales Operations, Analysis, Business Analysis, Leadership, Budgets, Management, Process Improvement, Energy, Energy Industry, Gas, Oil, Petroleum, Financial Analysis, Upstream, SAP, Public Speaking, Business Intelligence, Accounting, Customer Service
Education
Oklahoma State University 2004 — 2004
Family Financial Planning
University of Central Oklahoma 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Marty Bicknell Marty Bicknell's A.G. Edwards Experience May 1991 - May 2006
Job Chief Executive Officer at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings May 2006 - Present
A.G. Edwards May 1991 - May 2006
Skills
Strategic Planning, Financial Advisory, Insurance, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Alternative Investments
Education
Pittsburg State University 1987 — 1991
Bachelor of Science (BS), Political Science
Mariner Holdings May 2006 - Present
A.G. Edwards May 1991 - May 2006
Skills
Strategic Planning, Financial Advisory, Insurance, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Alternative Investments
Education
Pittsburg State University 1987 — 1991
Bachelor of Science (BS), Political Science
Susan Homeier Susan Homeier's A.G. Edwards Experience January 1998 - January 2000
Job Independent Consultant Strategic Planning, Finance, Marketing and Project management
Industry Consumer Goods
Experience
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
Eric Low's A.G. Edwards Experience 2003 - 2006
Job Making Digital Advertising Better
Industry Online Media
Experience
CheckM8 September 2013 - Present
Jivox July 2011 - July 2013
CheckM8 May 2007 - June 2011
CheckM8, Inc. May 2007 - April 2010
UsableNet, Inc November 2006 - April 2007
A.G. Edwards 2003 - 2006
Greenleaf Technologies January 1997 - June 2001
Skills
Digital Media, Online Advertising, Digital Marketing, Ad Serving, Advertising, Account Management, New Business Development, Mobile Advertising, Video Advertising, Rich Media, Neurosurgery, E-commerce, New Media, Sales, Mobile Marketing, Business Development, Mobile Devices, Marketing, Partner Management, SEM, Strategic Partnerships, Online Marketing, Ad Networks, Lead Generation, Advertising Sales, Digital Strategy, PPC
Education
Texas State University 2000 — 2003
MBA, Marketing, Finance
Rowan University 1991 — 1995
BA, PR / Communications
Middletown H S South 1987 — 1991
High School Diploma
CheckM8 September 2013 - Present
Jivox July 2011 - July 2013
CheckM8 May 2007 - June 2011
CheckM8, Inc. May 2007 - April 2010
UsableNet, Inc November 2006 - April 2007
A.G. Edwards 2003 - 2006
Greenleaf Technologies January 1997 - June 2001
Skills
Digital Media, Online Advertising, Digital Marketing, Ad Serving, Advertising, Account Management, New Business Development, Mobile Advertising, Video Advertising, Rich Media, Neurosurgery, E-commerce, New Media, Sales, Mobile Marketing, Business Development, Mobile Devices, Marketing, Partner Management, SEM, Strategic Partnerships, Online Marketing, Ad Networks, Lead Generation, Advertising Sales, Digital Strategy, PPC
Education
Texas State University 2000 — 2003
MBA, Marketing, Finance
Rowan University 1991 — 1995
BA, PR / Communications
Middletown H S South 1987 — 1991
High School Diploma
Erin Mills Erin Mills's A.G. Edwards Experience March 2001 - March 2008
Job Stay At Home Mom at Home
Industry Financial Services
Experience
Home July 2008 - Present
A.G. Edwards March 2001 - March 2008
JPMorgan Chase January 2000 - January 2001
Skills
Executive..., Organization, Customer Service, Financial Services, Office Administration
Education
Oregon State University 1992 — 1996
BS, Business Administration and Management, General
Home July 2008 - Present
A.G. Edwards March 2001 - March 2008
JPMorgan Chase January 2000 - January 2001
Skills
Executive..., Organization, Customer Service, Financial Services, Office Administration
Education
Oregon State University 1992 — 1996
BS, Business Administration and Management, General
Kenneth Regel Kenneth Regel's A.G. Edwards Experience 2001 - 2003
Job Director of Pre Sales Engineering Commercial Central at World Wide Technology
Industry Computer Networking
Experience
World Wide Technology February 2014 - Present
WWT January 2006 - February 2014
World Wide Technology 2006 - February 2014
Applied Information Systems 2004 - 2006
A.G. Edwards 2001 - 2003
Cisco January 1998 - 2001
Cisco Systems 1998 - 2001
A.G. Edwards & Sons, Inc. August 1996 - January 1998
InterContinental Hotels Group 1992 - 1996
Skills
Virtualization, Cisco Technologies, Cloud Computing, Data Center, Network Architecture, Networking, Unified Communications
Education
Pennsylvania College of Technology
World Wide Technology February 2014 - Present
WWT January 2006 - February 2014
World Wide Technology 2006 - February 2014
Applied Information Systems 2004 - 2006
A.G. Edwards 2001 - 2003
Cisco January 1998 - 2001
Cisco Systems 1998 - 2001
A.G. Edwards & Sons, Inc. August 1996 - January 1998
InterContinental Hotels Group 1992 - 1996
Skills
Virtualization, Cisco Technologies, Cloud Computing, Data Center, Network Architecture, Networking, Unified Communications
Education
Pennsylvania College of Technology
Bryan J. Whitt's A.G. Edwards Experience 2001 - 2003
Job Sales Leader | Military Experience
Industry Hospital & Health Care
Experience
Apria Healthcare August 2014 - Present
Rain For Rent June 2013 - Present
Adult and Pediatric Specialists 2009 - June 2013
Nabors Industries 2007 - 2009
Kentucky Army National Guard 2003 - 2007
A.G. Edwards 2001 - 2003
Whitt & Associates 1999 - 2001
Skills
Sales, Military, Leadership, Security Clearance, Army, Team Building, Team Leadership, Operations Management, Strategic Planning, Leadership Development, Management, Marketing, Product Development, Sales Operations, Sales Presentations, Time Management, Sales Process, Training, Cold Calling, Sales Management, Account Management
Education
Morehead State University
Bachelor of Arts (B.A.)
Apria Healthcare August 2014 - Present
Rain For Rent June 2013 - Present
Adult and Pediatric Specialists 2009 - June 2013
Nabors Industries 2007 - 2009
Kentucky Army National Guard 2003 - 2007
A.G. Edwards 2001 - 2003
Whitt & Associates 1999 - 2001
Skills
Sales, Military, Leadership, Security Clearance, Army, Team Building, Team Leadership, Operations Management, Strategic Planning, Leadership Development, Management, Marketing, Product Development, Sales Operations, Sales Presentations, Time Management, Sales Process, Training, Cold Calling, Sales Management, Account Management
Education
Morehead State University
Bachelor of Arts (B.A.)
Joshua Holden Joshua Holden's A.G. Edwards Experience May 2006 - September 2006
Job Software Engineer at Enterprise Holdings
Industry Transportation/Trucking/Railroad
Experience
Enterprise Holdings October 2011 - Present
BJC HealthCare March 2006 - February 2011
A.G. Edwards May 2006 - September 2006
Skills
Active Directory, Software Development, MySQL, Microsoft SQL Server, VBScript, .NET, ASP.NET MVC, ASP.NET AJAX, Android SDK, Computer Hardware, Cisco Routers, C#, Disaster Recovery, Databases, Data Integration, Encryption, SharePoint, HTML scripting, HTML 5, IBM AS/400, IBM Tivoli, Java, jQuery UI, Oracle SQL Developer, Program Management, PHP4/5, IIS, RESTful WebServices, SCCM, SAS, Visual Basic, TFS, Visual Studio, Windows Azure, Telerik, Teradata Data Warehouse, Web Design, Web Services, Windows 7, Web Applications, Website Development, Windows Automation, Windows System..., Windows Server, XML, VB.NET
Education
Saint Louis Community College-Meramec
University of Phoenix
Enterprise Holdings October 2011 - Present
BJC HealthCare March 2006 - February 2011
A.G. Edwards May 2006 - September 2006
Skills
Active Directory, Software Development, MySQL, Microsoft SQL Server, VBScript, .NET, ASP.NET MVC, ASP.NET AJAX, Android SDK, Computer Hardware, Cisco Routers, C#, Disaster Recovery, Databases, Data Integration, Encryption, SharePoint, HTML scripting, HTML 5, IBM AS/400, IBM Tivoli, Java, jQuery UI, Oracle SQL Developer, Program Management, PHP4/5, IIS, RESTful WebServices, SCCM, SAS, Visual Basic, TFS, Visual Studio, Windows Azure, Telerik, Teradata Data Warehouse, Web Design, Web Services, Windows 7, Web Applications, Website Development, Windows Automation, Windows System..., Windows Server, XML, VB.NET
Education
Saint Louis Community College-Meramec
University of Phoenix
Frank Szalay, CFP ®'s A.G. Edwards Experience 1999 - 2007
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 2013 - Present
Wells Fargo Advisors April 1999 - March 2013
A.G. Edwards 1999 - 2007
Service Corporation International 1994 - 1998
Paine Webber January 1993 - July 1995
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
North Texas State Unviersity 1983 — 1984
Raymond James Financial Services, Inc. March 2013 - Present
Wells Fargo Advisors April 1999 - March 2013
A.G. Edwards 1999 - 2007
Service Corporation International 1994 - 1998
Paine Webber January 1993 - July 1995
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
North Texas State Unviersity 1983 — 1984
Kristy Kostelecky's A.G. Edwards Experience November 2000 - May 2007
Job Life Transformation Mentor Energetiic Therapist
Industry Financial Services
Experience
Kristy Kostelecky 2006 - Present
Wells Fargo January 2009 - April 2015
Wachovia May 2007 - October 2008
A.G. Edwards November 2000 - May 2007
Barry-Wehmiller May 1997 - October 2000
CompuCom 1996 - 1997
NWD-MicroAge 1991 - 1995
Entre 1989 - 1991
E.F. Hutton 1990 - 1990
Skills
Integration, Management, Microsoft Exchange, Visio, Networking, Microsoft Technologies, Software Documentation, Process Improvement, Business Analysis, Disaster Recovery, Troubleshooting, Vendor Management, SDLC, Requirements Gathering, Analysis, Project Management, Training, BMC Remedy, Data Center, Team Building, Business Process..., Business Process..., Organization, Reiki, Pranic Healing, Therapeutic Massage, Holistic Massage, Reflexology, Energy Healing, Lecturing
Education
Dickinson State University
Pikes Peak Community College
Saint Louis Community College
South Heart
Diploma
Kristy Kostelecky 2006 - Present
Wells Fargo January 2009 - April 2015
Wachovia May 2007 - October 2008
A.G. Edwards November 2000 - May 2007
Barry-Wehmiller May 1997 - October 2000
CompuCom 1996 - 1997
NWD-MicroAge 1991 - 1995
Entre 1989 - 1991
E.F. Hutton 1990 - 1990
Skills
Integration, Management, Microsoft Exchange, Visio, Networking, Microsoft Technologies, Software Documentation, Process Improvement, Business Analysis, Disaster Recovery, Troubleshooting, Vendor Management, SDLC, Requirements Gathering, Analysis, Project Management, Training, BMC Remedy, Data Center, Team Building, Business Process..., Business Process..., Organization, Reiki, Pranic Healing, Therapeutic Massage, Holistic Massage, Reflexology, Energy Healing, Lecturing
Education
Dickinson State University
Pikes Peak Community College
Saint Louis Community College
South Heart
Diploma
Arnetta Martin Arnetta Martin's A.G. Edwards Experience 1997 - 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Metters Incorporated 1998 - 2011
Metters Incorporated 1998 - 2010
A.G. Edwards 1997 - 1998
US Federal Government (U.S. ARMY AVIATION AND TROOP COMMAND) 1966 - 1997
Skills
Project Management, Cyber-security, SAP, COBOL, COBOLII, JCL, Oracle, Microsoft Technologies, Windows, CICS, RPG, Security, SDLC, Troubleshooting, Windows Server, Active Directory, System Administration, Integration, Requirements Analysis, Servers
Education
St. Louis Community College 1995 — 1997
Information Technology
Missouri State University
Metters Incorporated 1998 - 2011
Metters Incorporated 1998 - 2010
A.G. Edwards 1997 - 1998
US Federal Government (U.S. ARMY AVIATION AND TROOP COMMAND) 1966 - 1997
Skills
Project Management, Cyber-security, SAP, COBOL, COBOLII, JCL, Oracle, Microsoft Technologies, Windows, CICS, RPG, Security, SDLC, Troubleshooting, Windows Server, Active Directory, System Administration, Integration, Requirements Analysis, Servers
Education
St. Louis Community College 1995 — 1997
Information Technology
Missouri State University
Alan Flores Alan Flores's A.G. Edwards Experience June 1997 - June 2002
Job Managing Partner at Clearview Investment Partenrs LLC
Industry Financial Services
Experience
Clearview Investment Partners Managing PartnerClearview Investment Partenrs LLCMay 2009 - Present
UBS Wealth Management June 2002 - May 2009
A.G. Edwards June 1997 - June 2002
Smith Barney October 1993 - June 1997
Skills
Strategic Financial..., Investments, Asset Managment, Wealth Management, Small Business, Financial Services, Asset Management, Management, Finance, Leadership, Retirement, Entrepreneurship, Financial Advisory, Employee Benefits, Alternative Investments, Strategic Planning, Loans, Insurance, Financial Analysis, Creative Direction, Marketing Strategy, Consulting, Financial Planning
Education
University of California, Irvine 1990 — 1992
BA, Political Science
Saddleback College 1989 — 1990
Orange Coast College 1987 — 1988
Clearview Investment Partners Managing PartnerClearview Investment Partenrs LLCMay 2009 - Present
UBS Wealth Management June 2002 - May 2009
A.G. Edwards June 1997 - June 2002
Smith Barney October 1993 - June 1997
Skills
Strategic Financial..., Investments, Asset Managment, Wealth Management, Small Business, Financial Services, Asset Management, Management, Finance, Leadership, Retirement, Entrepreneurship, Financial Advisory, Employee Benefits, Alternative Investments, Strategic Planning, Loans, Insurance, Financial Analysis, Creative Direction, Marketing Strategy, Consulting, Financial Planning
Education
University of California, Irvine 1990 — 1992
BA, Political Science
Saddleback College 1989 — 1990
Orange Coast College 1987 — 1988
Regan Ertle Regan Ertle's A.G. Edwards Experience January 1996 - September 2000
Job Financial Consultant at Willamette Financial Group
Industry Financial Services
Experience
Willamette Financial Group December 2003 - Present
A.G. Edwards January 1996 - September 2000
Skills
Retirement Planning, Investments, Financial Analysis, Estate Planning, Strategic Financial..., Mutual Funds
Education
Portland State University - School of Business
Master of Business Administration (M.B.A.)
University of Oregon
Bachelor's degree, Political Science and Government
University or Oregon
Bachelor's degree, Foreign Languages and Literatures, General
Willamette Financial Group December 2003 - Present
A.G. Edwards January 1996 - September 2000
Skills
Retirement Planning, Investments, Financial Analysis, Estate Planning, Strategic Financial..., Mutual Funds
Education
Portland State University - School of Business
Master of Business Administration (M.B.A.)
University of Oregon
Bachelor's degree, Political Science and Government
University or Oregon
Bachelor's degree, Foreign Languages and Literatures, General
Clarence Dossie Clarence Dossie's A.G. Edwards Experience May 1999 - December 2001
Job Advisor at AdvoCare International
Industry Health, Wellness and Fitness
Experience
AdvoCare June 2012 - Present
US Army May 2010 - Present
US Army August 2006 - May 2010
Northwestern Mutual November 2005 - July 2006
Wells Fargo Home Mortgage November 2004 - July 2005
Bank of America March 2004 - October 2004
Merrill Lynch January 2002 - March 2004
A.G. Edwards May 1999 - December 2001
Skills
Leadership, Management, Military Experience, Team Building, Military, Organizational..., Investments, Intelligence Analysis, Military Operations, Strategic Planning, Operational Planning, Security Clearance, Tactics, Training, Leadership Development, Command, National Security, Intelligence, Force Protection, Government, Military Training, Strategic Leadership, Coaching
Education
Missouri State University 1997 — 1998
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Missouri State University 1993 — 1997
Bachelor of Science (B.S.), Marketing
Hazelwood Central 1989 — 1993
AdvoCare June 2012 - Present
US Army May 2010 - Present
US Army August 2006 - May 2010
Northwestern Mutual November 2005 - July 2006
Wells Fargo Home Mortgage November 2004 - July 2005
Bank of America March 2004 - October 2004
Merrill Lynch January 2002 - March 2004
A.G. Edwards May 1999 - December 2001
Skills
Leadership, Management, Military Experience, Team Building, Military, Organizational..., Investments, Intelligence Analysis, Military Operations, Strategic Planning, Operational Planning, Security Clearance, Tactics, Training, Leadership Development, Command, National Security, Intelligence, Force Protection, Government, Military Training, Strategic Leadership, Coaching
Education
Missouri State University 1997 — 1998
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Missouri State University 1993 — 1997
Bachelor of Science (B.S.), Marketing
Hazelwood Central 1989 — 1993
Dirk Thompson, CFA Dirk Thompson, CFA's A.G. Edwards Experience 2006 - 2009
Job Analyst, Client Services at NISA Investment Advisors, L.L.C.
Industry Investment Management
Experience
NISA Investment Advisors, L.L.C. May 2014 - Present
NISA Investment Advisors, L.L.C. June 2011 - May 2014
Summit Strategies February 2011 - May 2011
Wells Fargo Advisors April 2006 - May 2010
A.G. Edwards 2006 - 2009
Hilliard Lyons 2005 - 2006
Skills
Investments, Fixed Income Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Investment Strategies
Education
Saint Louis University 2010 — 2011
Master of Business Administration (MBA), Finance
Western Kentucky University 2000 — 2004
Bachelor of Science, Finance
NISA Investment Advisors, L.L.C. May 2014 - Present
NISA Investment Advisors, L.L.C. June 2011 - May 2014
Summit Strategies February 2011 - May 2011
Wells Fargo Advisors April 2006 - May 2010
A.G. Edwards 2006 - 2009
Hilliard Lyons 2005 - 2006
Skills
Investments, Fixed Income Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Investment Strategies
Education
Saint Louis University 2010 — 2011
Master of Business Administration (MBA), Finance
Western Kentucky University 2000 — 2004
Bachelor of Science, Finance
Jonathan Laundra CFP® Jonathan Laundra CFP®'s A.G. Edwards Experience October 2006 - March 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
A.G. Edwards October 2006 - March 2009
J.D. Laundra Foundations January 1997 - October 2006
Education
CFP© Board of Standards 2013 — 2013
CFP® Certified Financial Planner, Financial Planning
Walsh College of Accountancy and Business Administration 2005 — 2008
Master's degree, Finance and Financial Management Services
Saginaw Valley State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edward Jones March 2009 - Present
A.G. Edwards October 2006 - March 2009
J.D. Laundra Foundations January 1997 - October 2006
Education
CFP© Board of Standards 2013 — 2013
CFP® Certified Financial Planner, Financial Planning
Walsh College of Accountancy and Business Administration 2005 — 2008
Master's degree, Finance and Financial Management Services
Saginaw Valley State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Steven Pickard Steven Pickard's A.G. Edwards Experience June 2002 - August 2003
Job President at Carswell Investments, LLC
Industry Investment Management
Experience
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Deann Minnebo Deann Minnebo's A.G. Edwards Experience 1994 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Indian Wells Homeowners' Association 1999 - 2011
Electronic Data Systems, Inc. 1998 - 2004
A.G. Edwards 1994 - 1998
Huntington Banks of Michigan 1989 - 1994
Skills
Communication, Organization, Detail Oriented, Process Improvement, Project Management, Financial Reporting, Financial Analysis, Passion for Helping..., Team Mentoring, Relationship Management, Inter-departmental..., Training Documentation
Education
Oakland University 1989 — 1997
Bachelor Science, Finance
Indian Wells Homeowners' Association 1999 - 2011
Electronic Data Systems, Inc. 1998 - 2004
A.G. Edwards 1994 - 1998
Huntington Banks of Michigan 1989 - 1994
Skills
Communication, Organization, Detail Oriented, Process Improvement, Project Management, Financial Reporting, Financial Analysis, Passion for Helping..., Team Mentoring, Relationship Management, Inter-departmental..., Training Documentation
Education
Oakland University 1989 — 1997
Bachelor Science, Finance
Michael Weinhouse Michael Weinhouse's A.G. Edwards Experience July 2005 - August 2008
Job Founder & CoCEO at Logical Position
Industry Marketing and Advertising
Experience
Logical Position January 2010 - Present
GWG Real Estate, LLC June 2011 - Present
A.G. Edwards July 2005 - August 2008
Skills
Social Media Marketing, PPC, SEO, Google Adwords, Digital Marketing, Marketing Strategy, Entrepreneurship, Website Development, Web Marketing, Email Marketing, E-commerce, SEM, Marketing, Online Advertising, Advertising, Online Marketing, Lead Generation, Social Media, Marketing Communications, Web Analytics, Web Design, Leadership, Analytics, Integrated Marketing, Direct Marketing, Sales, Salesforce.com, Account Management, Facebook, B2B, Search Advertising, Social Networking, Business Strategy, Google Analytics, Competitive Analysis, Brand Development, Mobile Marketing, New Business Development, Online Lead Generation, B2B Marketing, Digital Strategy, Strategic Partnerships
Education
Jesuit High School
Portland State University
Bachelor of Science, Economics
University of Oregon
Lundquist College of Business
Logical Position January 2010 - Present
GWG Real Estate, LLC June 2011 - Present
A.G. Edwards July 2005 - August 2008
Skills
Social Media Marketing, PPC, SEO, Google Adwords, Digital Marketing, Marketing Strategy, Entrepreneurship, Website Development, Web Marketing, Email Marketing, E-commerce, SEM, Marketing, Online Advertising, Advertising, Online Marketing, Lead Generation, Social Media, Marketing Communications, Web Analytics, Web Design, Leadership, Analytics, Integrated Marketing, Direct Marketing, Sales, Salesforce.com, Account Management, Facebook, B2B, Search Advertising, Social Networking, Business Strategy, Google Analytics, Competitive Analysis, Brand Development, Mobile Marketing, New Business Development, Online Lead Generation, B2B Marketing, Digital Strategy, Strategic Partnerships
Education
Jesuit High School
Portland State University
Bachelor of Science, Economics
University of Oregon
Lundquist College of Business
Greg Viehman Greg Viehman's A.G. Edwards Experience August 1994 - March 2009
Job Recreational Supervisor at City of Hazelwood
Industry Computer Software
Experience
City of Hazelwood March 2009 - Present
Wachovia Securities January 2008 - March 2009
A.G. Edwards August 1994 - March 2009
A. G. Edwards & Sons Inc 1994 - 2009
Directory Distributing Associates 1985 - 1994
Skills
Event Management, Unix, Requirements Analysis, Visio, COBOL
Education
Missouri Baptist University 1979 — 1985
City of Hazelwood March 2009 - Present
Wachovia Securities January 2008 - March 2009
A.G. Edwards August 1994 - March 2009
A. G. Edwards & Sons Inc 1994 - 2009
Directory Distributing Associates 1985 - 1994
Skills
Event Management, Unix, Requirements Analysis, Visio, COBOL
Education
Missouri Baptist University 1979 — 1985
Greg Mason, CFA's A.G. Edwards Experience June 2001 - November 2007
Job Managing Director & Equity Analyst at KBW/Stifel
Industry Financial Services
Experience
KBW February 2013 - Present
Stifel Nicolaus December 2007 - Present
A.G. Edwards June 2001 - November 2007
Education
Saint Louis University 2005 — 2007
MBA
Southwest Baptist University 1997 — 2001
Business Administration, Economics, Finance, Marketing & Management
KBW February 2013 - Present
Stifel Nicolaus December 2007 - Present
A.G. Edwards June 2001 - November 2007
Education
Saint Louis University 2005 — 2007
MBA
Southwest Baptist University 1997 — 2001
Business Administration, Economics, Finance, Marketing & Management
Julie Burkart Julie Burkart's A.G. Edwards Experience 1994 - 2001
Job Senior Vice President at Argus Growth Consultants, Ltd.
Industry Financial Services
Experience
Bricker & Eckler LLP 2006 - Present
Argus Growth Consultants, Ltd. 2006 - Present
City of Columbus 2001 - 2006
A.G. Edwards 1994 - 2001
Skills
Securities, Bonds, Public Finance, Capital Markets, Financial Structuring, Investment Banking, Municipal Bonds, Due Diligence, Financial Modeling, Project Finance, Financial Analysis, Finance, Debt Management, Local Government, Banking, Alternative Investments, State Government, Development Economics, Credit, Economic Development
Education
The Ohio State University 1984 — 1987
Bachelor of Science (B.S.)
Miami University 1983 — 1984
Bricker & Eckler LLP 2006 - Present
Argus Growth Consultants, Ltd. 2006 - Present
City of Columbus 2001 - 2006
A.G. Edwards 1994 - 2001
Skills
Securities, Bonds, Public Finance, Capital Markets, Financial Structuring, Investment Banking, Municipal Bonds, Due Diligence, Financial Modeling, Project Finance, Financial Analysis, Finance, Debt Management, Local Government, Banking, Alternative Investments, State Government, Development Economics, Credit, Economic Development
Education
The Ohio State University 1984 — 1987
Bachelor of Science (B.S.)
Miami University 1983 — 1984
Roger Berry Roger Berry's A.G. Edwards Experience November 1990 - March 2000
Job Senior V.P. at UBS
Industry Investment Management
Experience
UBS November 2008 - Present
Morgan Stanley March 2000 - November 2008
A.G. Edwards November 1990 - March 2000
Education
Miami University
B.S., Accounting
Trinity Seminary 1980 — 1984
M. Div.
UBS November 2008 - Present
Morgan Stanley March 2000 - November 2008
A.G. Edwards November 1990 - March 2000
Education
Miami University
B.S., Accounting
Trinity Seminary 1980 — 1984
M. Div.
Tom Ammentorp Tom Ammentorp's A.G. Edwards Experience September 1996 - May 1999
Job Clinical Field Specialist, Fabry's Disease at Genzyme
Industry Hospital & Health Care
Experience
Genzyme October 2014 - Present
Satellite Healthcare April 2011 - April 2014
DaVita August 2008 - September 2010
Amgen January 2000 - August 2007
A.G. Edwards September 1996 - May 1999
The Thomson Corporation June 1990 - September 1996
sanofi-aventis May 1985 - June 1990
Skills
Nephrology, Consultative Selling, Pharmaceutical Sales, Account Management, Biotechnology, Hospitals, Healthcare, Sales, Product Launch, Selling, Sales Operations, Strategy
Education
Texas Tech University 1983 — 1985
MBA, Finance
Oklahoma State University 1979 — 1983
BS, Psychology/Pre-Med
Genzyme October 2014 - Present
Satellite Healthcare April 2011 - April 2014
DaVita August 2008 - September 2010
Amgen January 2000 - August 2007
A.G. Edwards September 1996 - May 1999
The Thomson Corporation June 1990 - September 1996
sanofi-aventis May 1985 - June 1990
Skills
Nephrology, Consultative Selling, Pharmaceutical Sales, Account Management, Biotechnology, Hospitals, Healthcare, Sales, Product Launch, Selling, Sales Operations, Strategy
Education
Texas Tech University 1983 — 1985
MBA, Finance
Oklahoma State University 1979 — 1983
BS, Psychology/Pre-Med
John Cogswell, CFA John Cogswell, CFA's A.G. Edwards Experience January 1999 - May 2001
Job Chief Market Strategist at Baystate Wealth Management
Industry Investment Management
Experience
Baystate Wealth Management August 2009 - Present
E*TRADE May 2001 - August 2009
Kobren Insight Management 2001 - 2004
A.G. Edwards January 1999 - May 2001
Gruntal & Co. January 1996 - January 1999
Education
Northeastern University 1990 — 1995
Baystate Wealth Management August 2009 - Present
E*TRADE May 2001 - August 2009
Kobren Insight Management 2001 - 2004
A.G. Edwards January 1999 - May 2001
Gruntal & Co. January 1996 - January 1999
Education
Northeastern University 1990 — 1995
Mayuran Tharmakulasingam Mayuran Tharmakulasingam's A.G. Edwards Experience November 2006 - April 2007
Job Sr. Java Developer Game Core Engine/Platform at Pala Interactive
Industry Computer Software
Experience
Pala Interactive June 2014 - Present
Ganz April 2010 - May 2014
Radialpoint April 2009 - March 2010
Casero Inc. May 2007 - April 2009
A.G. Edwards November 2006 - April 2007
NTG Clarity June 2005 - October 2006
Skills
Spring, Hibernate, Tomcat, Java, JSP, Eclipse, Java Enterprise Edition, JavaScript, JBoss Application Server, EJB, XML, Struts, JMS, Linux, Servlets, iBatis, Agile Methodologies, MySQL, UML, Maven, OOP, SQL, Design Patterns, JSON, JIRA, Business Intelligence, HTML, J2EE Application..., Glassfish, Integration, Web Services, SOAP, Apache, Scrum, Subversion, AJAX, Software Development, PL/SQL, Unix, JUnit, SOA, jQuery, REST, Ant, Web Applications, JDBC, CSS, XSLT, PHP, Spring Framework
Education
Ryerson University 2001 — 2005
B.Eng, Computer
Pala Interactive June 2014 - Present
Ganz April 2010 - May 2014
Radialpoint April 2009 - March 2010
Casero Inc. May 2007 - April 2009
A.G. Edwards November 2006 - April 2007
NTG Clarity June 2005 - October 2006
Skills
Spring, Hibernate, Tomcat, Java, JSP, Eclipse, Java Enterprise Edition, JavaScript, JBoss Application Server, EJB, XML, Struts, JMS, Linux, Servlets, iBatis, Agile Methodologies, MySQL, UML, Maven, OOP, SQL, Design Patterns, JSON, JIRA, Business Intelligence, HTML, J2EE Application..., Glassfish, Integration, Web Services, SOAP, Apache, Scrum, Subversion, AJAX, Software Development, PL/SQL, Unix, JUnit, SOA, jQuery, REST, Ant, Web Applications, JDBC, CSS, XSLT, PHP, Spring Framework
Education
Ryerson University 2001 — 2005
B.Eng, Computer
Tony Daws Tony Daws's A.G. Edwards Experience 2003 - 2008
Job Transformation & SaaS HCM at Workday
Industry Management Consulting
Experience
Workday January 2015 - Present
Sense Corp 2012 - 2014
Accenture 2011 - 2012
Mercer 2008 - 2011
A.G. Edwards 2003 - 2008
Daugherty Business Solutions 2001 - 2003
Accenture (formerly Andersen Consulting) 1997 - 2001
Hay Group 1993 - 1997
Skills
Workday, Talent Management, Organizational..., Leadership, Change Management, Executive Coaching, Management Consulting, Coaching, Organizational Design, Strategic Planning, Process Improvement, Program Management, Consulting, Human Resources, Leadership Development, Strategy, Business Strategy, Performance Management, Organizational..., Start-ups, Business Process..., Management, Training, Employee Engagement, Vendor Management, Business Transformation, Talent Acquisition, Team Building, Solution Selling, Culture Change, Employee Benefits, Succession Planning, CRM, Performance Improvement, Talent Analytics, Outsourcing, Mergers & Acquisitions
Education
University of Tulsa
Master's degree
Missouri State University
Bachelor's degree
Parkway West
Workday January 2015 - Present
Sense Corp 2012 - 2014
Accenture 2011 - 2012
Mercer 2008 - 2011
A.G. Edwards 2003 - 2008
Daugherty Business Solutions 2001 - 2003
Accenture (formerly Andersen Consulting) 1997 - 2001
Hay Group 1993 - 1997
Skills
Workday, Talent Management, Organizational..., Leadership, Change Management, Executive Coaching, Management Consulting, Coaching, Organizational Design, Strategic Planning, Process Improvement, Program Management, Consulting, Human Resources, Leadership Development, Strategy, Business Strategy, Performance Management, Organizational..., Start-ups, Business Process..., Management, Training, Employee Engagement, Vendor Management, Business Transformation, Talent Acquisition, Team Building, Solution Selling, Culture Change, Employee Benefits, Succession Planning, CRM, Performance Improvement, Talent Analytics, Outsourcing, Mergers & Acquisitions
Education
University of Tulsa
Master's degree
Missouri State University
Bachelor's degree
Parkway West
Ira Krauss Ira Krauss's A.G. Edwards Experience 2008 - 2010
Job Retired. Customer Service Engineer, Field Service Engineer, Computer Hardware Technician or electronic Technician
Industry Computer Hardware
Experience
A.G. Edwards 2008 - 2010
Sun Microsystems, Inc. February 1982 - March 2009
sun microsystems 1982 - 2009
StorageTek February 1982 - August 2005
Storage Technology Corporation 1982 - 2004
Xerox Computer Services December 1979 - February 1982
Skills
Storage Area Networks, Troubleshooting, Switches, Technical Support, Software Installation, Unix, Tape Libraries, Storage, Management, Printers, Cloud Computing
Education
AAA Forklift Certifiers 2012 — 2012
Certified, Stand Up/Reach, Sit Down and Walker Pallet Forklifts
LTS Computer Training Academy 2009 — 2010
Certification, Microsoft Certification Professional 70-270 Windows XP
LTS Computer Training Academy 2009 — 2009
Certification, A+ Certification - CompTIA IT Technician
Programming & Systems Institute 1977 — 1977
Certificate, Digital Electronics
Rochester Institute of Technology 1972 — 1975
Certificate of Technologies, Machine Tool Operation and Numerical Control Programming
Parsons
A.G. Edwards 2008 - 2010
Sun Microsystems, Inc. February 1982 - March 2009
sun microsystems 1982 - 2009
StorageTek February 1982 - August 2005
Storage Technology Corporation 1982 - 2004
Xerox Computer Services December 1979 - February 1982
Skills
Storage Area Networks, Troubleshooting, Switches, Technical Support, Software Installation, Unix, Tape Libraries, Storage, Management, Printers, Cloud Computing
Education
AAA Forklift Certifiers 2012 — 2012
Certified, Stand Up/Reach, Sit Down and Walker Pallet Forklifts
LTS Computer Training Academy 2009 — 2010
Certification, Microsoft Certification Professional 70-270 Windows XP
LTS Computer Training Academy 2009 — 2009
Certification, A+ Certification - CompTIA IT Technician
Programming & Systems Institute 1977 — 1977
Certificate, Digital Electronics
Rochester Institute of Technology 1972 — 1975
Certificate of Technologies, Machine Tool Operation and Numerical Control Programming
Parsons
Phillip Fletcher Phillip Fletcher's A.G. Edwards Experience June 2001 - June 2003
Job Owner, Cannaflage LLC
Industry Apparel & Fashion
Experience
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Deborah Rzewnicki Deborah Rzewnicki's A.G. Edwards Experience January 1992 - November 2007
Job Registered Client Service Associate
Industry Financial Services
Experience
Raymond James & Associates, Inc November 2007 - November 2012
A.G. Edwards January 1992 - November 2007
Skills
Outlook Express, Microsoft Office, Mutual Funds, Variable Annuities, Term Life Insurance, Unit Investment Trusts, 529 Plans, Investment Advisory, Uniform Combined State..., Wealth Management, Series 7, Series 63, Investment Strategies, Financial Advisory, Investments, Retirement, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Strategic Financial..., Financial Services, Series 6, FINRA, Asset Management, Banking, Life Insurance, Securities, Fixed Annuities
Education
Northern Illinois University
Bachelor of Science (B.S.), Liberal Arts and Sciences, General Studies and Humanities
Raymond James & Associates, Inc November 2007 - November 2012
A.G. Edwards January 1992 - November 2007
Skills
Outlook Express, Microsoft Office, Mutual Funds, Variable Annuities, Term Life Insurance, Unit Investment Trusts, 529 Plans, Investment Advisory, Uniform Combined State..., Wealth Management, Series 7, Series 63, Investment Strategies, Financial Advisory, Investments, Retirement, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Strategic Financial..., Financial Services, Series 6, FINRA, Asset Management, Banking, Life Insurance, Securities, Fixed Annuities
Education
Northern Illinois University
Bachelor of Science (B.S.), Liberal Arts and Sciences, General Studies and Humanities
Praveen Chinta Praveen Chinta's A.G. Edwards Experience March 2004 - September 2004
Job Senior IT Consultant
Industry Information Technology and Services
Experience
Monsanto January 2011 - Present
Express Scripts October 2009 - December 2010
Anheuser-Busch Companies, Inc. September 2004 - October 2009
A.G. Edwards March 2004 - September 2004
Sprint March 2002 - March 2004
MCI WorldCom November 1998 - February 2002
Skills
Data Warehousing, Oracle, ETL, Business Intelligence, Testing, SQL, SDLC, Manual Testing, Test Planning, Quality Assurance, Teradata, Informatica, Requirements Gathering, Business Objects, Test Automation, Data Migration, Unix, Requirements Analysis, Data Integration, Quality Center, Cognos, Toad, Performance Tuning, Data Validation, Data Modeling, Datastage, Siebel, HP Quality Center, Team Leadership, Project Coordination, Reporting, Data Analysis, Data Mapping, Data Collection, Data Manipulation, SQL Server, DB2, SQL-Developer, AQT, WinRunner, Actuate, Rational Suite, XQuery, MarkLogic, Shell Scripting, Awk Programming
Education
Osmania University
Masters, Computer Applications
Osmania University
Bachelors, Computer Science
National Institute of Information Technology
P. Diploma, Software Technology & Systems Management
Monsanto January 2011 - Present
Express Scripts October 2009 - December 2010
Anheuser-Busch Companies, Inc. September 2004 - October 2009
A.G. Edwards March 2004 - September 2004
Sprint March 2002 - March 2004
MCI WorldCom November 1998 - February 2002
Skills
Data Warehousing, Oracle, ETL, Business Intelligence, Testing, SQL, SDLC, Manual Testing, Test Planning, Quality Assurance, Teradata, Informatica, Requirements Gathering, Business Objects, Test Automation, Data Migration, Unix, Requirements Analysis, Data Integration, Quality Center, Cognos, Toad, Performance Tuning, Data Validation, Data Modeling, Datastage, Siebel, HP Quality Center, Team Leadership, Project Coordination, Reporting, Data Analysis, Data Mapping, Data Collection, Data Manipulation, SQL Server, DB2, SQL-Developer, AQT, WinRunner, Actuate, Rational Suite, XQuery, MarkLogic, Shell Scripting, Awk Programming
Education
Osmania University
Masters, Computer Applications
Osmania University
Bachelors, Computer Science
National Institute of Information Technology
P. Diploma, Software Technology & Systems Management
Michael Luton, CPA Michael Luton, CPA's A.G. Edwards Experience August 2004 - September 2007
Job Vice President, Financial Advisor, Madison Planning Group, Inc.
Industry Financial Services
Experience
Madison Planning Group, Inc. October 2007 - Present
A.G. Edwards August 2004 - September 2007
Pass & Seymour/Legrand NA November 1996 - April 2004
Galson Corporation October 1992 - October 1996
Price Waterhouse August 1985 - June 1992
Rotenberg & Company, CPAs 1981 - 1985
Skills
Retirement Planning, 401k, Strategic Financial..., Investments, 401k Rollovers, Portfolio Management, IRAs
Education
Rochester Institute of Technology 1978 — 1981
BS, Accounting
Christian Brothers Academy, Syracuse, NY 1973 — 1977
Madison Planning Group, Inc. October 2007 - Present
A.G. Edwards August 2004 - September 2007
Pass & Seymour/Legrand NA November 1996 - April 2004
Galson Corporation October 1992 - October 1996
Price Waterhouse August 1985 - June 1992
Rotenberg & Company, CPAs 1981 - 1985
Skills
Retirement Planning, 401k, Strategic Financial..., Investments, 401k Rollovers, Portfolio Management, IRAs
Education
Rochester Institute of Technology 1978 — 1981
BS, Accounting
Christian Brothers Academy, Syracuse, NY 1973 — 1977
Jennifer Luchte Jennifer Luchte's A.G. Edwards Experience 2000 - 2003
Job CSR/Sustainability Strategy, Public Policy, Communications, Corporate/university/public outreach.
Industry Management Consulting
Experience
Jennifer Luchte October 2014 - Present
Monsanto Company March 2014 - October 2014
The Sustainability Consortium 2010 - October 2014
Monsanto Company September 2011 - September 2014
Monsanto March 2012 - March 2014
Monsanto March 2010 - June 2012
Monsanto January 2008 - March 2010
East-West Gateway Council of Governments October 2003 - December 2008
A.G. Edwards 2000 - 2003
Massachusetts Division of Health Care Finance and Policy July 1998 - December 1999
Skills
Corporate Social..., Sustainability, Project Management, Research, Strategic Planning, Data Analysis, Market Research, Analysis, Business Strategy, Agriculture, Corporate Communications, Internal Communications, Non-profits, Strategic Communications, Change Management, Public Speaking, Project Planning, Public Policy, Policy, Nonprofits, Strategy, Program Management, Leadership, Policy Analysis, Stakeholder Engagement, Management
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration, Executive Management
University of Chicago 1996 — 1998
Master of Public Policy, Economics and Finance
Northwestern University 1991 — 1995
BS, Education, Social Policy, Psychology
Jennifer Luchte October 2014 - Present
Monsanto Company March 2014 - October 2014
The Sustainability Consortium 2010 - October 2014
Monsanto Company September 2011 - September 2014
Monsanto March 2012 - March 2014
Monsanto March 2010 - June 2012
Monsanto January 2008 - March 2010
East-West Gateway Council of Governments October 2003 - December 2008
A.G. Edwards 2000 - 2003
Massachusetts Division of Health Care Finance and Policy July 1998 - December 1999
Skills
Corporate Social..., Sustainability, Project Management, Research, Strategic Planning, Data Analysis, Market Research, Analysis, Business Strategy, Agriculture, Corporate Communications, Internal Communications, Non-profits, Strategic Communications, Change Management, Public Speaking, Project Planning, Public Policy, Policy, Nonprofits, Strategy, Program Management, Leadership, Policy Analysis, Stakeholder Engagement, Management
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration, Executive Management
University of Chicago 1996 — 1998
Master of Public Policy, Economics and Finance
Northwestern University 1991 — 1995
BS, Education, Social Policy, Psychology
Jay Watz's A.G. Edwards Experience March 1995 - April 2003
Job Regional Vice President, Nationwide Funds Group
Industry Investment Management
Experience
Nationwide Financial July 2009 - Present
Virtus Investment Partners July 2008 - March 2009
Banc of America Investments 2003 - 2005
A.G. Edwards March 1995 - April 2003
Skills
Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Series 65, ETFs, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investments, Fixed Annuities, Equities, Retirement Planning, Portfolio Management, Fixed Income, Managing Accounts, Securities, Financial Services, 401k, Investment Management
Education
Missouri State University 1987 — 1991
BS, Communication Management
christian Brothers college high school 1983 — 1987
Nationwide Financial July 2009 - Present
Virtus Investment Partners July 2008 - March 2009
Banc of America Investments 2003 - 2005
A.G. Edwards March 1995 - April 2003
Skills
Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Series 65, ETFs, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investments, Fixed Annuities, Equities, Retirement Planning, Portfolio Management, Fixed Income, Managing Accounts, Securities, Financial Services, 401k, Investment Management
Education
Missouri State University 1987 — 1991
BS, Communication Management
christian Brothers college high school 1983 — 1987
Judy Meador Judy Meador's A.G. Edwards Experience July 1966 - June 1973
Job Meador Management
Industry Management Consulting
Experience
Meador Management January 2009 - Present
Small Business Week of Eastern Missouri January 1990 - Present
Missouri Venture Forum July 2009 - May 2013
St. Louis Small Business Inc. September 1991 - October 2007
Corporate Planning and Development July 1973 - December 1991
A.G. Edwards July 1966 - June 1973
Skills
Event Planning, Strategic Planning, Public Speaking, Non-profits, Budgets, Entrepreneurship, Event Management, Social Media, Team Building, Social Media Marketing, Management Consulting, Nonprofits, Advertising, Small Business, Organizational..., Public Relations, Leadership, Social Networking, Fundraising, Business Strategy, Strategy, Sales, Business Planning, Email Marketing, Marketing Communications, Marketing, Business Development, Coaching, Marketing Strategy, Management, Leadership Development, Start-ups, New Business Development, Training, Executive Management, Networking, Strategic Partnerships
Education
Washington University in St. Louis - Olin Business School 1965 — 1966
MBA, Business
Northwestern University 1961 — 1965
BSBA, Business-Finance
Meador Management January 2009 - Present
Small Business Week of Eastern Missouri January 1990 - Present
Missouri Venture Forum July 2009 - May 2013
St. Louis Small Business Inc. September 1991 - October 2007
Corporate Planning and Development July 1973 - December 1991
A.G. Edwards July 1966 - June 1973
Skills
Event Planning, Strategic Planning, Public Speaking, Non-profits, Budgets, Entrepreneurship, Event Management, Social Media, Team Building, Social Media Marketing, Management Consulting, Nonprofits, Advertising, Small Business, Organizational..., Public Relations, Leadership, Social Networking, Fundraising, Business Strategy, Strategy, Sales, Business Planning, Email Marketing, Marketing Communications, Marketing, Business Development, Coaching, Marketing Strategy, Management, Leadership Development, Start-ups, New Business Development, Training, Executive Management, Networking, Strategic Partnerships
Education
Washington University in St. Louis - Olin Business School 1965 — 1966
MBA, Business
Northwestern University 1961 — 1965
BSBA, Business-Finance
Brad Trescott Brad Trescott's A.G. Edwards Experience June 1997 - October 1999
Job eCommerce Application Developer at Staples Promotional Products
Industry Computer Software
Experience
Staples Promotional Products November 2010 - Present
Trescott Business Solutions January 1997 - Present
ExtendSnacks October 2004 - November 2010
Mercy Health Plans September 2004 - October 2010
Daugherty July 1998 - September 2004
A.G. Edwards June 1997 - October 1999
SSE April 1994 - May 1996
Skills
Databases, Microsoft SQL Server, T-SQL, ASP, XML, ASP.NET, Oracle, C#, Visio, VB.NET, Visual Studio, MS Project, Java, HTML, IIS, C++, PL/SQL, Sybase, DHTML, Access
Education
Missouri State University 1983 — 1987
Cartography & Map Technology, Engineering
Staples Promotional Products November 2010 - Present
Trescott Business Solutions January 1997 - Present
ExtendSnacks October 2004 - November 2010
Mercy Health Plans September 2004 - October 2010
Daugherty July 1998 - September 2004
A.G. Edwards June 1997 - October 1999
SSE April 1994 - May 1996
Skills
Databases, Microsoft SQL Server, T-SQL, ASP, XML, ASP.NET, Oracle, C#, Visio, VB.NET, Visual Studio, MS Project, Java, HTML, IIS, C++, PL/SQL, Sybase, DHTML, Access
Education
Missouri State University 1983 — 1987
Cartography & Map Technology, Engineering
John S Mac Gowan John S Mac Gowan's A.G. Edwards Experience January 1983 - June 1985
Job Financial Advisor at Raymond James Financial Services, Inc.,Member FINRA/SIPC, 45 Broadway, Suite 1850, NY.NY 10006
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 1992 - Present
A.G. Edwards January 1983 - June 1985
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Financial Planning, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Securities, Series 63, Microsoft Office, Customer Service, Public Speaking
Education
Pace University 1964 — 1968
Bachelor's degree, Marketing
CBA class of 1963, Lincroft,NJ 1960 — 1963
Raymond James Financial Services, Inc. March 1992 - Present
A.G. Edwards January 1983 - June 1985
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Financial Planning, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Securities, Series 63, Microsoft Office, Customer Service, Public Speaking
Education
Pace University 1964 — 1968
Bachelor's degree, Marketing
CBA class of 1963, Lincroft,NJ 1960 — 1963
Travis Kinne Travis Kinne's A.G. Edwards Experience May 2008 - August 2008
Job ECommerce Marketing and Revenue Analyst at Fareportal
Industry Financial Services
Experience
CheapOair, Fareportal April 2015 - Present
Allied Building Products July 2014 - April 2015
Hertz April 2012 - June 2014
Avis Budget Group November 2011 - March 2012
Avis Budget Group March 2010 - October 2011
Pendulum Capital August 2009 - November 2009
A.G. Edwards May 2008 - August 2008
Skills
Excel, PowerPoint, Series 7, Series 63, Securities, Bloomberg, Equities, Investments, Word, Access, Fixed Income, Cold Calling, Technical Analysis, Outlook, Microsoft Office, Analysis, Microsoft Excel, Competitive Analysis, Finance, Pricing, Microsoft Word
Education
Ramapo College of New Jersey 2006 — 2009
Bachelor of Science, Finance
CheapOair, Fareportal April 2015 - Present
Allied Building Products July 2014 - April 2015
Hertz April 2012 - June 2014
Avis Budget Group November 2011 - March 2012
Avis Budget Group March 2010 - October 2011
Pendulum Capital August 2009 - November 2009
A.G. Edwards May 2008 - August 2008
Skills
Excel, PowerPoint, Series 7, Series 63, Securities, Bloomberg, Equities, Investments, Word, Access, Fixed Income, Cold Calling, Technical Analysis, Outlook, Microsoft Office, Analysis, Microsoft Excel, Competitive Analysis, Finance, Pricing, Microsoft Word
Education
Ramapo College of New Jersey 2006 — 2009
Bachelor of Science, Finance
Steve O'Rourke Steve O'Rourke's A.G. Edwards Experience April 1998 - May 1999
Job VP Operational Efficiency at Microgrid Energy, LLC
Industry Renewables & Environment
Experience
Microgrid Energy, LLC May 2010 - Present
Stephen R. O'Rourke November 2008 - January 2012
XTRA Lease February 2008 - November 2008
Quilogy April 2004 - February 2008
UGS May 1999 - August 2003
A.G. Edwards April 1998 - May 1999
EDS Unigraphics December 1994 - April 1998
Intellimark, Inc. April 1991 - December 1994
McDonnell Douglas Systems Integration Company July 1987 - September 1990
Doane/Marketeam Marketing Research March 1984 - July 1987
Skills
Software Development, Marketing Communications, Business Intelligence, Sustainability, CRM, Management, Integration, Leadership, Data Warehousing, Project Management, Renewable Energy, Sales, Analysis, Marketing, Solar PV, Solar Energy, Solar Power, Energy Efficiency, Environmental Leadership, Environmental Issues
Education
Missouri State University 1979 — 1983
Bachelor of Applied Science (BASc), Marketing
Microgrid Energy, LLC May 2010 - Present
Stephen R. O'Rourke November 2008 - January 2012
XTRA Lease February 2008 - November 2008
Quilogy April 2004 - February 2008
UGS May 1999 - August 2003
A.G. Edwards April 1998 - May 1999
EDS Unigraphics December 1994 - April 1998
Intellimark, Inc. April 1991 - December 1994
McDonnell Douglas Systems Integration Company July 1987 - September 1990
Doane/Marketeam Marketing Research March 1984 - July 1987
Skills
Software Development, Marketing Communications, Business Intelligence, Sustainability, CRM, Management, Integration, Leadership, Data Warehousing, Project Management, Renewable Energy, Sales, Analysis, Marketing, Solar PV, Solar Energy, Solar Power, Energy Efficiency, Environmental Leadership, Environmental Issues
Education
Missouri State University 1979 — 1983
Bachelor of Applied Science (BASc), Marketing
Lynn Schmidt, PMP Lynn Schmidt, PMP's A.G. Edwards Experience March 1999 - February 2004
Job Senior Vice President/Manager Project Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Paul Heitmann Paul Heitmann's A.G. Edwards Experience 2003 - 2005
Job Owner Alliance Painting, LLC
Industry Construction
Experience
TravelTell August 2014 - Present
Destination Land Development September 2006 - Present
LCS January 2013 - August 2013
Marriott Vacation Club International 2005 - 2006
A.G. Edwards 2003 - 2005
Northwestern Mutual 2000 - 2003
Xerox Corporation 1989 - 1999
Skills
Sales Management, Strategic Planning, Marketing Strategy, Team Building, Forecasting, Budgets, Customer Service, New Business Development, Contract Negotiation, Real Estate Development, Sales Process, Investments, Senior Living..., Senior Communities, Retirement Communities, Active Adult Communities, Strategy, Healthcare, Coaching, Lead Generation, Public Speaking, Social Media Marketing, Sales Presentations, CRM, Customer Satisfaction, Sales Operations, Management, Leadership, Direct Sales, Online Marketing, Small Business, Cold Calling, Time Management, Start-ups, Account Management, Business Development
Education
Roberts Wesleyan College 1997 — 1999
Bachelor's degree, Business Administration and Management, General, 3.0
Monroe Community College 1987 — 1989
Associate of Science (A.S.), Liberal Arts, 3.0
TravelTell August 2014 - Present
Destination Land Development September 2006 - Present
LCS January 2013 - August 2013
Marriott Vacation Club International 2005 - 2006
A.G. Edwards 2003 - 2005
Northwestern Mutual 2000 - 2003
Xerox Corporation 1989 - 1999
Skills
Sales Management, Strategic Planning, Marketing Strategy, Team Building, Forecasting, Budgets, Customer Service, New Business Development, Contract Negotiation, Real Estate Development, Sales Process, Investments, Senior Living..., Senior Communities, Retirement Communities, Active Adult Communities, Strategy, Healthcare, Coaching, Lead Generation, Public Speaking, Social Media Marketing, Sales Presentations, CRM, Customer Satisfaction, Sales Operations, Management, Leadership, Direct Sales, Online Marketing, Small Business, Cold Calling, Time Management, Start-ups, Account Management, Business Development
Education
Roberts Wesleyan College 1997 — 1999
Bachelor's degree, Business Administration and Management, General, 3.0
Monroe Community College 1987 — 1989
Associate of Science (A.S.), Liberal Arts, 3.0
Dana McLaughlin, CFP®, C(k)P® Dana McLaughlin, CFP®, C(k)P®'s A.G. Edwards Experience September 2005 - December 2008
Job Senior Wealth Advisor at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) March 2013 - Present
Wells Fargo Advisors, LLC September 2005 - March 2013
A.G. Edwards September 2005 - December 2008
Symphony Properties March 2000 - September 2005
Skills
Certified Financial..., Retirement Planning, Retirement Benefits, Estate Planning..., Multi-generational..., Investments, Tactical Asset..., Portfolio Management, Behavioral Finance, Emotional Intelligence
Education
Northeastern University 1996 — 2001
B.S., Finance and Insurance, Summa Cum Laude
Beirne Wealth Consulting (BWC) March 2013 - Present
Wells Fargo Advisors, LLC September 2005 - March 2013
A.G. Edwards September 2005 - December 2008
Symphony Properties March 2000 - September 2005
Skills
Certified Financial..., Retirement Planning, Retirement Benefits, Estate Planning..., Multi-generational..., Investments, Tactical Asset..., Portfolio Management, Behavioral Finance, Emotional Intelligence
Education
Northeastern University 1996 — 2001
B.S., Finance and Insurance, Summa Cum Laude
Ted Garofola, CFP® Ted Garofola, CFP®'s A.G. Edwards Experience September 1996 - June 2006
Job Senior Investment Advisor at Zappia Family Wealth
Industry Financial Services
Experience
Zappia Family Wealth May 2014 - Present
Wells Fargo Advisors, LLC September 1996 - May 2014
A.G. Edwards September 1996 - June 2006
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Alternative Investments, Wealth Management..., Financial Planners, Wealth, Finance
Education
Pratt Institute
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Rochester Institute of Technology
Master's degree, Service Mangement
Zappia Family Wealth May 2014 - Present
Wells Fargo Advisors, LLC September 1996 - May 2014
A.G. Edwards September 1996 - June 2006
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Alternative Investments, Wealth Management..., Financial Planners, Wealth, Finance
Education
Pratt Institute
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Rochester Institute of Technology
Master's degree, Service Mangement
Jerry Fuller CFP®, MBA Jerry Fuller CFP®, MBA's A.G. Edwards Experience March 2005 - January 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Wachovia Securities Financial Network January 2008 - June 2009
A.G. Edwards March 2005 - January 2008
Edward Jones August 1999 - March 2005
Education
Rockhurst University 1980 — 1982
MBA, Executive Fellows
University of Missouri-Columbia 1970 — 1973
Masters of Science, Civil Engineering
University of Missouri-Rolla 1965 — 1969
Bachelors of Science, Civil Engineering
NKC High School
Ameriprise Financial Services, Inc. June 2009 - Present
Wachovia Securities Financial Network January 2008 - June 2009
A.G. Edwards March 2005 - January 2008
Edward Jones August 1999 - March 2005
Education
Rockhurst University 1980 — 1982
MBA, Executive Fellows
University of Missouri-Columbia 1970 — 1973
Masters of Science, Civil Engineering
University of Missouri-Rolla 1965 — 1969
Bachelors of Science, Civil Engineering
NKC High School
Jason McElwee, AIF®'s A.G. Edwards Experience January 1995 - April 2006
Job Managing Director, National Sales and Cofounder / Partner
Industry Financial Services
Experience
Montage Investments January 2013 - Present
Mariner Wealth Advisors May 2006 - December 2012
A.G. Edwards January 1995 - April 2006
Skills
Investments, Portfolio Management, Due Diligence, Alternative Investments, Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Strategic Planning, Wealth Management, Asset Allocation, Series 7
Education
Pittsburg State University
Montage Investments January 2013 - Present
Mariner Wealth Advisors May 2006 - December 2012
A.G. Edwards January 1995 - April 2006
Skills
Investments, Portfolio Management, Due Diligence, Alternative Investments, Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Strategic Planning, Wealth Management, Asset Allocation, Series 7
Education
Pittsburg State University
Eric Goff Eric Goff's A.G. Edwards Experience April 1999 - March 2003
Job CoOwner at Agape Care
Industry Hospital & Health Care
Experience
Agape Care January 2013 - Present
All State Home Health June 2010 - Present
National Veterinary Associates July 2007 - December 2009
National Veterinary Associates March 2003 - June 2007
A.G. Edwards April 1999 - March 2003
Cambridge/Geneseo Veterinary Clinics May 1983 - March 1999
Skills
Healthcare, Strategic Planning, Mergers, Practice Management, Marketing Strategy, Budgets, Customer Service, Process Improvement, Leadership Development, New Business Development, Business Development, Financial Analysis, Marketing, Finance, Mergers & Acquisitions, Pets, Veterinary Medicine, Management, Veterinary, Recruiting, Medicare, Sales Operations, Start-ups, Training, Team Building, Business Planning, Small Business, Leadership, Cross-functional Team..., Sales, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
MBA, Business
University of Missouri-Columbia 1979 — 1983
DVM, Doctorate in Veterinary Medicine
Northwest Missouri State University 1976 — 1979
None, Pre-Professional Zoology
Agape Care January 2013 - Present
All State Home Health June 2010 - Present
National Veterinary Associates July 2007 - December 2009
National Veterinary Associates March 2003 - June 2007
A.G. Edwards April 1999 - March 2003
Cambridge/Geneseo Veterinary Clinics May 1983 - March 1999
Skills
Healthcare, Strategic Planning, Mergers, Practice Management, Marketing Strategy, Budgets, Customer Service, Process Improvement, Leadership Development, New Business Development, Business Development, Financial Analysis, Marketing, Finance, Mergers & Acquisitions, Pets, Veterinary Medicine, Management, Veterinary, Recruiting, Medicare, Sales Operations, Start-ups, Training, Team Building, Business Planning, Small Business, Leadership, Cross-functional Team..., Sales, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
MBA, Business
University of Missouri-Columbia 1979 — 1983
DVM, Doctorate in Veterinary Medicine
Northwest Missouri State University 1976 — 1979
None, Pre-Professional Zoology
Visiontracks Inc. Visiontracks Inc.'s A.G. Edwards Experience January 1990 - February 1990
Job Owner/Operator at Visiontracks Inc.
Industry Broadcast Media
Experience
Visiontracks Inc. Video Producer ResourceAdamsonMarch 2008 - April 2008
Ad Savants January 2008 - February 2008
Angelica Corporation June 2007 - July 2007
American Soybean Association May 2007 - June 2007
Enterprise Rent-A-Car 2002 - 2004
Anheuser-Busch June 2003 - July 2003
Maritz January 1989 - April 1996
American Lung Association of the Central States April 1992 - July 1992
Ameren January 1991 - March 1991
A.G. Edwards January 1990 - February 1990
Education
Northwest Missouri State University 1991 — 1995
BS, Communications
University of Missouri-Columbia 1980 — 1988
BS, Communications
School of Life
State University of New York College at Buffalo
University of Central Missouri
Visiontracks Inc. Video Producer ResourceAdamsonMarch 2008 - April 2008
Ad Savants January 2008 - February 2008
Angelica Corporation June 2007 - July 2007
American Soybean Association May 2007 - June 2007
Enterprise Rent-A-Car 2002 - 2004
Anheuser-Busch June 2003 - July 2003
Maritz January 1989 - April 1996
American Lung Association of the Central States April 1992 - July 1992
Ameren January 1991 - March 1991
A.G. Edwards January 1990 - February 1990
Education
Northwest Missouri State University 1991 — 1995
BS, Communications
University of Missouri-Columbia 1980 — 1988
BS, Communications
School of Life
State University of New York College at Buffalo
University of Central Missouri
John Sherwood, MS, CGEIT John Sherwood, MS, CGEIT's A.G. Edwards Experience 2001 - 2002
Job Visionary IT Leader of Departments and Development Teams. Success in Program and Project Management
Industry Information Technology and Services
Experience
Centene Corporation October 2014 - Present
RGA March 2014 - October 2014
Safety National October 2003 - January 2014
A.G. Edwards 2001 - 2002
Watlow 2000 - 2001
Monsanto 1997 - 2000
State Farm August 1991 - 1997
Skills
SDLC, SharePoint, Agile Methodologies, Software Documentation, Requirements Analysis, Project Management, Disaster Recovery, Visio, Business Intelligence, Process Improvement, SQL, Cross-functional Team..., Strategic Leadership, Thought Leadership, Analysis, Team Leadership, Leadership, Management, Databases, Strategy, Enterprise Software, Requirements Gathering, Business Process, Business Analysis, Business Requirements, Vendor Management, MS Project, SOA, Scrum, SaaS, DB2, Microsoft Project, Program Management, Information Technology, Team Building, Agile Project Management, PMO, Strategic Planning, Integration, Software Project..., Software Development
Education
Missouri State University 2008 — 2010
MS, Computer Information Systems
Missouri State University 1986 — 1991
BA, Computer Information Systems
Centene Corporation October 2014 - Present
RGA March 2014 - October 2014
Safety National October 2003 - January 2014
A.G. Edwards 2001 - 2002
Watlow 2000 - 2001
Monsanto 1997 - 2000
State Farm August 1991 - 1997
Skills
SDLC, SharePoint, Agile Methodologies, Software Documentation, Requirements Analysis, Project Management, Disaster Recovery, Visio, Business Intelligence, Process Improvement, SQL, Cross-functional Team..., Strategic Leadership, Thought Leadership, Analysis, Team Leadership, Leadership, Management, Databases, Strategy, Enterprise Software, Requirements Gathering, Business Process, Business Analysis, Business Requirements, Vendor Management, MS Project, SOA, Scrum, SaaS, DB2, Microsoft Project, Program Management, Information Technology, Team Building, Agile Project Management, PMO, Strategic Planning, Integration, Software Project..., Software Development
Education
Missouri State University 2008 — 2010
MS, Computer Information Systems
Missouri State University 1986 — 1991
BA, Computer Information Systems
Jamie Beuthin Jamie Beuthin's A.G. Edwards Experience August 2002 - May 2003
Job President at Medelita
Industry Hospital & Health Care
Experience
Medelita December 2013 - Present
Medelita June 2010 - Present
BellPort Group, Inc. October 2003 - June 2009
Patagonia January 2005 - August 2005
BellPort Japan June 2004 - October 2004
A.G. Edwards August 2002 - May 2003
Skills
Financial Analysis, Negotiation, Partner Management, Strategic Planning, Project Management, Cross-functional Team..., Forecasting, Budgets, Leadership, Management, Analysis, Product Management, Entrepreneurship, Business Analysis, Market Research, Business Development, Product Development, Start-ups, Mergers & Acquisitions, Marketing, Program Management, Team Building, Marketing Strategy
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2010
Master of Business Administration (Current Leave of Absence), Entrepreneurship, Finance
Miami University 1998 — 2002
BS Business, Finance
Medelita December 2013 - Present
Medelita June 2010 - Present
BellPort Group, Inc. October 2003 - June 2009
Patagonia January 2005 - August 2005
BellPort Japan June 2004 - October 2004
A.G. Edwards August 2002 - May 2003
Skills
Financial Analysis, Negotiation, Partner Management, Strategic Planning, Project Management, Cross-functional Team..., Forecasting, Budgets, Leadership, Management, Analysis, Product Management, Entrepreneurship, Business Analysis, Market Research, Business Development, Product Development, Start-ups, Mergers & Acquisitions, Marketing, Program Management, Team Building, Marketing Strategy
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2010
Master of Business Administration (Current Leave of Absence), Entrepreneurship, Finance
Miami University 1998 — 2002
BS Business, Finance
Deidra Smith, MBA Deidra Smith, MBA's A.G. Edwards Experience September 2004 - December 2007
Job Business & Research Analyst with Partner Engagement at U.S. Army Information Technology Agency
Industry Information Technology and Services
Experience
NCI, Inc. October 2014 - Present
CSC - Computer Sciences Corporation May 2011 - June 2013
CSC - Computer Sciences Corporation April 2010 - May 2011
Science Applications International Corporation (SAIC) January 2008 - April 2010
A.G. Edwards September 2004 - December 2007
Sigma Aldrich May 2007 - August 2007
Saint Louis University September 2002 - May 2003
Skills
Analysis, Visio, Project Management, Data Analysis, Access, Requirements Analysis, Testing, SQL, Databases, Training, Java, Process Improvement, hardware and software..., Performance Metrics, PowerPoint, Business Process, Systems Analysis, Database Design, SAP, Microsoft Excel, Analytics, Business Analysis, MySQL, UML, Data Mining, Microsoft Office, Technical Writing, Government, Data Modeling, Market Research, Requirements Gathering, Business Requirements
Education
Webster University 2006 — 2008
MBA, Certificate Decision Support Systems
Saint Louis University 2000 — 2004
B.S., Management Information Systems/ Marketing
NCI, Inc. October 2014 - Present
CSC - Computer Sciences Corporation May 2011 - June 2013
CSC - Computer Sciences Corporation April 2010 - May 2011
Science Applications International Corporation (SAIC) January 2008 - April 2010
A.G. Edwards September 2004 - December 2007
Sigma Aldrich May 2007 - August 2007
Saint Louis University September 2002 - May 2003
Skills
Analysis, Visio, Project Management, Data Analysis, Access, Requirements Analysis, Testing, SQL, Databases, Training, Java, Process Improvement, hardware and software..., Performance Metrics, PowerPoint, Business Process, Systems Analysis, Database Design, SAP, Microsoft Excel, Analytics, Business Analysis, MySQL, UML, Data Mining, Microsoft Office, Technical Writing, Government, Data Modeling, Market Research, Requirements Gathering, Business Requirements
Education
Webster University 2006 — 2008
MBA, Certificate Decision Support Systems
Saint Louis University 2000 — 2004
B.S., Management Information Systems/ Marketing
Douglas Mohr Douglas Mohr's A.G. Edwards Experience 2000 - 2002
Job Vice President
Industry Construction
Experience
Stockmohr Company Inc. June 2005 - Present
Norampac 2005 - 2005
A.G. Edwards 2000 - 2002
Skills
Job Costing, Job Scheduling, Payroll, Accounts Receivable, Accounts Payable, Vendor Management..., Forklift Operator, Microsoft Office, Inventory Management, Building Permits, Fleet Management, Field Installation, Customer Service, Extended Warranty, Operations Management, Customer Retention, Management, Marketing, Microsoft Excel, Marketing Strategy, Negotiation, Team Building, Process Scheduler, Sales, Sales Management, Sales Operations, Sales Process, Strategic Planning
Education
State University of New York at Buffalo 2003 — 2005
Master of Business Administration (MBA), Business/Commerce, General
Northwood University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Stockmohr Company Inc. June 2005 - Present
Norampac 2005 - 2005
A.G. Edwards 2000 - 2002
Skills
Job Costing, Job Scheduling, Payroll, Accounts Receivable, Accounts Payable, Vendor Management..., Forklift Operator, Microsoft Office, Inventory Management, Building Permits, Fleet Management, Field Installation, Customer Service, Extended Warranty, Operations Management, Customer Retention, Management, Marketing, Microsoft Excel, Marketing Strategy, Negotiation, Team Building, Process Scheduler, Sales, Sales Management, Sales Operations, Sales Process, Strategic Planning
Education
State University of New York at Buffalo 2003 — 2005
Master of Business Administration (MBA), Business/Commerce, General
Northwood University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Roy Mason's A.G. Edwards Experience June 1998 - February 2002
Job Partner at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
The Horace Mann Companies January 2014 - June 2015
The Horace Mann Companies January 2012 - December 2013
Horace Mann February 2011 - January 2012
Edward Jones February 2002 - February 2011
A.G. Edwards June 1998 - February 2002
Education
Oklahoma Christian University 1990 — 1992
Mass Communications
York College 1988 — 1990
Associates, Liberal Arts
Thrivent Financial June 2015 - Present
The Horace Mann Companies January 2014 - June 2015
The Horace Mann Companies January 2012 - December 2013
Horace Mann February 2011 - January 2012
Edward Jones February 2002 - February 2011
A.G. Edwards June 1998 - February 2002
Education
Oklahoma Christian University 1990 — 1992
Mass Communications
York College 1988 — 1990
Associates, Liberal Arts
Marcus Ashworth, CFP®, AIF® Marcus Ashworth, CFP®, AIF®'s A.G. Edwards Experience October 1997 - October 2000
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ashworth & Sullivan Wealth Management Group, LLC May 2007 - Present
Morgan Keegan October 2000 - May 2007
A.G. Edwards October 1997 - October 2000
Skills
Wealth, Retirement Planning, Retirement, Financial Analysis, Estate Planning, Investments, Strategic Financial..., Management, Personal Finance, Finance, Securities, Asset Management, Financial Planners, Customer Service, Small Business, Wealth Management, Financial Planning
Education
Valdosta State University 1992 — 1997
Bachelor's Degree, Law, Business, Economics
Oglethorpe University 2002 — 2004
Financial Planning
Ashworth & Sullivan Wealth Management Group, LLC May 2007 - Present
Morgan Keegan October 2000 - May 2007
A.G. Edwards October 1997 - October 2000
Skills
Wealth, Retirement Planning, Retirement, Financial Analysis, Estate Planning, Investments, Strategic Financial..., Management, Personal Finance, Finance, Securities, Asset Management, Financial Planners, Customer Service, Small Business, Wealth Management, Financial Planning
Education
Valdosta State University 1992 — 1997
Bachelor's Degree, Law, Business, Economics
Oglethorpe University 2002 — 2004
Financial Planning
Brad Pappas Brad Pappas's A.G. Edwards Experience January 1990 - June 1995
Job Principal Portfolio Manager and Developer at Optimized Partners
Industry Investment Management
Experience
Optimized Partners January 2014 - Present
Rocky Mountain Humane Investing June 1995 - Present
A.G. Edwards January 1990 - June 1995
EF Hutton and Co. May 1984 - November 1987
Lehman Brothers - Boston July 1982 - June 1983
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Equities, Mutual Funds, Hedge Funds, Investment Advisory, Series 7, ETFs, Fixed Income, Securities, Wealth Management, Bloomberg, Bonds, Options, Trading, Series 63, Fund Of Funds, Wealth Management..., Investment Management
Education
Northeastern University 1978 — 1983
Bachelors, Finance
Northeastern University 1978 — 1983
Investment Finance
Optimized Partners January 2014 - Present
Rocky Mountain Humane Investing June 1995 - Present
A.G. Edwards January 1990 - June 1995
EF Hutton and Co. May 1984 - November 1987
Lehman Brothers - Boston July 1982 - June 1983
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Equities, Mutual Funds, Hedge Funds, Investment Advisory, Series 7, ETFs, Fixed Income, Securities, Wealth Management, Bloomberg, Bonds, Options, Trading, Series 63, Fund Of Funds, Wealth Management..., Investment Management
Education
Northeastern University 1978 — 1983
Bachelors, Finance
Northeastern University 1978 — 1983
Investment Finance
Ryan Wade, M.Div., MBA's A.G. Edwards Experience October 2002 - May 2003
Job Director of Operations at Investors Management Co
Industry Commercial Real Estate
Experience
Investors Management Co June 2015 - Present
The John C. Maxwell Team February 2015 - Present
Self Employed December 2005 - Present
Horace Mann February 2011 - November 2012
Northwestern Mutual Financial Network April 2010 - February 2011
Northwestern Mutual Financial Network April 2009 - October 2009
Northwestern Mutual Financial Network June 2007 - November 2008
Light and Life Community Church January 2005 - December 2005
A.G. Edwards October 2002 - May 2003
Educational Services Exchange with China June 2002 - July 2002
Skills
Series 6, 63, & 26..., Life, Health, Property,..., Leadership, Recruiting, Entrepreneurship, Marketing, Business Strategy, Sales Management, Networking, Time Management, Investments, Finance, Insurance, Teamwork, Financial Services, Creative Direction, Strategic Financial..., Financial Analysis, Management, Sales, Strategic Planning, Account Management, Budgets, Business Development, Coaching, Applicant Tracking..., Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Life Insurance, Long-term Care, Microsoft Office, New Business Development, Public Speaking, Retirement Planning, Risk Management, Talent Acquisition, Team Leadership, Team Building, Training, Vendor Management, Consulting, Mentoring, Strategy, Small Business, Social Networking, Marketing Strategy, Social Media
Education
Regis University 2008 — 2010
MBA, Finance and Accounting
Denver Seminary 2003 — 2006
Master of Divinity (M.Div.), Concentration in Leadership
Vanguard University of Southern California 2002 — 2003
BA: Business Administration, Minor: Religion
Northwest University 1999 — 2002
General Business Classes
Investors Management Co June 2015 - Present
The John C. Maxwell Team February 2015 - Present
Self Employed December 2005 - Present
Horace Mann February 2011 - November 2012
Northwestern Mutual Financial Network April 2010 - February 2011
Northwestern Mutual Financial Network April 2009 - October 2009
Northwestern Mutual Financial Network June 2007 - November 2008
Light and Life Community Church January 2005 - December 2005
A.G. Edwards October 2002 - May 2003
Educational Services Exchange with China June 2002 - July 2002
Skills
Series 6, 63, & 26..., Life, Health, Property,..., Leadership, Recruiting, Entrepreneurship, Marketing, Business Strategy, Sales Management, Networking, Time Management, Investments, Finance, Insurance, Teamwork, Financial Services, Creative Direction, Strategic Financial..., Financial Analysis, Management, Sales, Strategic Planning, Account Management, Budgets, Business Development, Coaching, Applicant Tracking..., Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Life Insurance, Long-term Care, Microsoft Office, New Business Development, Public Speaking, Retirement Planning, Risk Management, Talent Acquisition, Team Leadership, Team Building, Training, Vendor Management, Consulting, Mentoring, Strategy, Small Business, Social Networking, Marketing Strategy, Social Media
Education
Regis University 2008 — 2010
MBA, Finance and Accounting
Denver Seminary 2003 — 2006
Master of Divinity (M.Div.), Concentration in Leadership
Vanguard University of Southern California 2002 — 2003
BA: Business Administration, Minor: Religion
Northwest University 1999 — 2002
General Business Classes
Donald D. Dalton's A.G. Edwards Experience June 2001 - June 2004
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Neelam Patel, PMP Neelam Patel, PMP's A.G. Edwards Experience January 2000 - September 2003
Job Program Manager, WW Sales and Partner Training at Cisco
Industry Information Technology and Services
Experience
Cisco May 2015 - Present
Independent September 2011 - May 2015
First American Title November 2009 - May 2011
Resources Global Professionals October 2007 - August 2009
Citizens Bank August 2006 - July 2007
Bank of America - Fleet October 2003 - December 2005
A.G. Edwards January 2000 - September 2003
Bricker and Associates, Inc. January 1998 - December 1999
Ryder System, Inc. May 1993 - May 1996
Skills
SDLC, Business Analysis, Change Management, Project Management, Six Sigma, Management, Project Planning, Leadership, Analysis, Software Development, Quality Assurance, Budgets, Systems Analysis, Process Improvement, Vendor Management, Business Process..., Business Process, PMP, Requirements Gathering, Visio, Consulting, Risk Management, Business Requirements
Education
Loyola University of Chicago - Graduate School of Business 1996 — 1997
MBA, Finance, Mgmt of Information Systems
Purdue University 1987 — 1991
BS, Management
Cisco May 2015 - Present
Independent September 2011 - May 2015
First American Title November 2009 - May 2011
Resources Global Professionals October 2007 - August 2009
Citizens Bank August 2006 - July 2007
Bank of America - Fleet October 2003 - December 2005
A.G. Edwards January 2000 - September 2003
Bricker and Associates, Inc. January 1998 - December 1999
Ryder System, Inc. May 1993 - May 1996
Skills
SDLC, Business Analysis, Change Management, Project Management, Six Sigma, Management, Project Planning, Leadership, Analysis, Software Development, Quality Assurance, Budgets, Systems Analysis, Process Improvement, Vendor Management, Business Process..., Business Process, PMP, Requirements Gathering, Visio, Consulting, Risk Management, Business Requirements
Education
Loyola University of Chicago - Graduate School of Business 1996 — 1997
MBA, Finance, Mgmt of Information Systems
Purdue University 1987 — 1991
BS, Management
Karen Baer Karen Baer's A.G. Edwards Experience December 2006 - August 2007
Job Regional Youth Services Librarian at St. Louis Public Library
Industry Publishing
Experience
Saint Louis County Library September 2015 - Present
St. Louis Public Library July 2012 - September 2015
Elsevier August 2007 - July 2012
St. Louis Public Library August 2011 - June 2012
St. Louis Public Library February 2010 - May 2010
A.G. Edwards December 2006 - August 2007
Barnes & Noble October 1997 - January 2007
Robert Half International February 2005 - December 2006
St. Louis Public Library August 1995 - September 1997
Skills
Reference Services, WorldCat, Photoshop, Online Research, Digital Media, Adobe Acrobat, Cataloging, Microsoft Office, Word, Excel, Outlook, Medisoft, Film Editing, Video Editing, Genealogy, Customer Service, Photocopier, Microsoft Excel, Library, Library Science, Publishing, Creative Writing, Facebook, Ebooks, Editorial, Content Development, Microsoft Word, Libraries, Editing, Content Management, Writing, Publications, Copy Editing, Social Media
Education
University of Missouri-Columbia 2005 — 2010
Master's, Information Science & Learning Technologies; Library Science emphasis
University of Missouri-Saint Louis 1997 — 2003
Bachelor's, English - Literature
National University of Ireland, Galway 2002 — 2002
Elective Coursework, Irish History & Gaelic Culture
Saint Louis Community College-Forest Park 1999 — 2002
Elective Coursework, Film/Video and Photographic Arts
Nerinx Hall 1993 — 1997
High School Diploma
Saint Louis County Library September 2015 - Present
St. Louis Public Library July 2012 - September 2015
Elsevier August 2007 - July 2012
St. Louis Public Library August 2011 - June 2012
St. Louis Public Library February 2010 - May 2010
A.G. Edwards December 2006 - August 2007
Barnes & Noble October 1997 - January 2007
Robert Half International February 2005 - December 2006
St. Louis Public Library August 1995 - September 1997
Skills
Reference Services, WorldCat, Photoshop, Online Research, Digital Media, Adobe Acrobat, Cataloging, Microsoft Office, Word, Excel, Outlook, Medisoft, Film Editing, Video Editing, Genealogy, Customer Service, Photocopier, Microsoft Excel, Library, Library Science, Publishing, Creative Writing, Facebook, Ebooks, Editorial, Content Development, Microsoft Word, Libraries, Editing, Content Management, Writing, Publications, Copy Editing, Social Media
Education
University of Missouri-Columbia 2005 — 2010
Master's, Information Science & Learning Technologies; Library Science emphasis
University of Missouri-Saint Louis 1997 — 2003
Bachelor's, English - Literature
National University of Ireland, Galway 2002 — 2002
Elective Coursework, Irish History & Gaelic Culture
Saint Louis Community College-Forest Park 1999 — 2002
Elective Coursework, Film/Video and Photographic Arts
Nerinx Hall 1993 — 1997
High School Diploma
Noah Phillips Noah Phillips's A.G. Edwards Experience August 2004 - May 2005
Job Founder of Phillips Valuation & Consulting, LLC
Industry Commercial Real Estate
Experience
Phillips Valuation & Consulting, LLC August 2015 - Present
DL Evans Company, Inc. August 2010 - August 2015
M&I Bank June 2005 - July 2010
A.G. Edwards August 2004 - May 2005
Skills
Financial Analysis, Underwriting, Valuation, Appraisals, Credit, Real Estate, Financial Modeling, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Banking, Investments, Relationship Management, Cash Management
Education
Saint Louis University 2003 — 2005
Finance, Corporate Finance
Phillips Valuation & Consulting, LLC August 2015 - Present
DL Evans Company, Inc. August 2010 - August 2015
M&I Bank June 2005 - July 2010
A.G. Edwards August 2004 - May 2005
Skills
Financial Analysis, Underwriting, Valuation, Appraisals, Credit, Real Estate, Financial Modeling, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Banking, Investments, Relationship Management, Cash Management
Education
Saint Louis University 2003 — 2005
Finance, Corporate Finance
Scott Hudson, CFP® Scott Hudson, CFP®'s A.G. Edwards Experience March 1999 - January 2008
Job Managing Director Investments at Hudson, Coffin & Lamar Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Hudson, Coffin & Lamar Wealth Management Group of Wells Fargo Advisors, LLC. May 2009 - Present
Wachovia Securities, LLC. January 2008 - May 2009
A.G. Edwards March 1999 - January 2008
Deposit Guaranty Investors, Inc. January 1988 - July 1999
Invest Financial Corporation July 1998 - March 1999
Skills
Investments, Retirement Planning, Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investment Strategies, Risk Management, 401k Rollovers, Concentrated Stock..., Estate Investment..., Retirement Plan..., Fixed Income Strategies, Investment Planning, Multi-Generational..., Stock Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Mississippi State University
Hudson, Coffin & Lamar Wealth Management Group of Wells Fargo Advisors, LLC. May 2009 - Present
Wachovia Securities, LLC. January 2008 - May 2009
A.G. Edwards March 1999 - January 2008
Deposit Guaranty Investors, Inc. January 1988 - July 1999
Invest Financial Corporation July 1998 - March 1999
Skills
Investments, Retirement Planning, Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investment Strategies, Risk Management, 401k Rollovers, Concentrated Stock..., Estate Investment..., Retirement Plan..., Fixed Income Strategies, Investment Planning, Multi-Generational..., Stock Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Mississippi State University
Steven Collie Steven Collie's A.G. Edwards Experience August 1997 - January 2008
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors, LLC May 2009 - April 2014
Wachovia Securities,LLC January 2008 - May 2009
A.G. Edwards August 1997 - January 2008
Liberty Life Insurance 1991 - 1997
Skills
Investments, Financial Services, Retirement Planning, Insurance, 401k Rollovers, Asset Allocation, Risk Management, Estate Investment..., Investment Planning, Strategic Planning, Risk Assessment
Education
North Carolina State University 1976 — 1980
Bachelor of Science (B.S.), Computer Science
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors, LLC May 2009 - April 2014
Wachovia Securities,LLC January 2008 - May 2009
A.G. Edwards August 1997 - January 2008
Liberty Life Insurance 1991 - 1997
Skills
Investments, Financial Services, Retirement Planning, Insurance, 401k Rollovers, Asset Allocation, Risk Management, Estate Investment..., Investment Planning, Strategic Planning, Risk Assessment
Education
North Carolina State University 1976 — 1980
Bachelor of Science (B.S.), Computer Science
Brad Ball Brad Ball's A.G. Edwards Experience December 1992 - May 1995
Job Exclusive Brands Director at Mars Petcare
Industry Consumer Goods
Experience
Mars Petcare April 2015 - Present
Mars Petcare March 2014 - Present
Mars Petcare September 2011 - March 2014
Mars Petcare January 2011 - September 2011
Parish Furniture January 2007 - April 2011
Nissan North America May 2006 - July 2006
Peru Mission April 2000 - July 2005
American Poultry International June 1995 - April 1999
A.G. Edwards December 1992 - May 1995
Alpine Camp 1989 - 1989
Skills
Forecasting, Business Planning, Financial Analysis, Contract Negotiation, Strategy, Sales Management, Start-ups, Management, Business Strategy, Pricing, Leadership, Supply Chain, International Trade, Strategic Financial..., Income Statement, Strategic Planning, Team Leadership
Education
University of Tennessee-Knoxville 2005 — 2006
MBA, Finance, Entrepreneurship
Mississippi State University 1986 — 1991
BA, History
Mars Petcare April 2015 - Present
Mars Petcare March 2014 - Present
Mars Petcare September 2011 - March 2014
Mars Petcare January 2011 - September 2011
Parish Furniture January 2007 - April 2011
Nissan North America May 2006 - July 2006
Peru Mission April 2000 - July 2005
American Poultry International June 1995 - April 1999
A.G. Edwards December 1992 - May 1995
Alpine Camp 1989 - 1989
Skills
Forecasting, Business Planning, Financial Analysis, Contract Negotiation, Strategy, Sales Management, Start-ups, Management, Business Strategy, Pricing, Leadership, Supply Chain, International Trade, Strategic Financial..., Income Statement, Strategic Planning, Team Leadership
Education
University of Tennessee-Knoxville 2005 — 2006
MBA, Finance, Entrepreneurship
Mississippi State University 1986 — 1991
BA, History
Angie Eisenbeis Angie Eisenbeis's A.G. Edwards Experience 2006 - 2007
Job Consultant Business Analyst at Nestle Purina
Industry Consumer Goods
Experience
Nestle Purina April 2011 - Present
Hawaiian Airlines March 2010 - July 2010
TEKsystems August 2009 - March 2010
Anheuser-Busch 2007 - August 2009
Anheuser-Busch March 2007 - May 2007
A.G. Edwards 2006 - 2007
MasterCard 2004 - 2006
Sprint 2000 - 2004
Skills
Business Analysis, Visio, Process Improvement, Requirements Analysis, Requirements Gathering, SDLC, Business Process, Business Process..., Cross-functional Team..., SQL, Integration, Vendor Management, Program Management, Consulting, Project Management, Management
Education
Rockhurst University
MBA, Mangement & Entrepreneurship
Saint Louis University
BS in BA, MIS and Finance
Nestle Purina April 2011 - Present
Hawaiian Airlines March 2010 - July 2010
TEKsystems August 2009 - March 2010
Anheuser-Busch 2007 - August 2009
Anheuser-Busch March 2007 - May 2007
A.G. Edwards 2006 - 2007
MasterCard 2004 - 2006
Sprint 2000 - 2004
Skills
Business Analysis, Visio, Process Improvement, Requirements Analysis, Requirements Gathering, SDLC, Business Process, Business Process..., Cross-functional Team..., SQL, Integration, Vendor Management, Program Management, Consulting, Project Management, Management
Education
Rockhurst University
MBA, Mangement & Entrepreneurship
Saint Louis University
BS in BA, MIS and Finance
Cara Webb's A.G. Edwards Experience June 2004 - October 2005
Job Merchandise Coordinator at Jimlar
Industry Apparel & Fashion
Experience
Jimlar August 2009 - Present
Entertainment Cruises Inc. June 2009 - August 2009
Camuto Group September 2006 - May 2009
Dillard's October 2005 - September 2006
A.G. Edwards June 2004 - October 2005
Millward Brown January 2004 - May 2004
Education
Northern Illinois University 2000 — 2004
Marketing, Marketing, Business, Sociology
Jimlar August 2009 - Present
Entertainment Cruises Inc. June 2009 - August 2009
Camuto Group September 2006 - May 2009
Dillard's October 2005 - September 2006
A.G. Edwards June 2004 - October 2005
Millward Brown January 2004 - May 2004
Education
Northern Illinois University 2000 — 2004
Marketing, Marketing, Business, Sociology
Christine O'Hagan Christine O'Hagan's A.G. Edwards Experience March 2007 - June 2007
Job Account Service Representative at Estrella Tv
Industry Marketing and Advertising
Experience
Estrella Tv November 2014 - Present
Maxus January 2013 - November 2014
Maxus November 2011 - December 2012
The Idea Network, Inc. 2007 - 2010
Local Campaign June 2009 - August 2009
A.G. Edwards March 2007 - June 2007
Education
Loyola University Maryland 2007 — 2011
B.B.A., Marketing
Monash University 2010 — 2010
B.B.A., Marketing
Estrella Tv November 2014 - Present
Maxus January 2013 - November 2014
Maxus November 2011 - December 2012
The Idea Network, Inc. 2007 - 2010
Local Campaign June 2009 - August 2009
A.G. Edwards March 2007 - June 2007
Education
Loyola University Maryland 2007 — 2011
B.B.A., Marketing
Monash University 2010 — 2010
B.B.A., Marketing
Jason Canter Jason Canter's A.G. Edwards Experience May 2006 - December 2006
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Wells Fargo Advisors January 2009 - March 2011
AXA December 2006 - January 2009
A.G. Edwards May 2006 - December 2006
Education
Montclair State University 1996 — 2001
Madison High School 1992 — 1996
JP Morgan Chase June 2010 - Present
Wells Fargo Advisors January 2009 - March 2011
AXA December 2006 - January 2009
A.G. Edwards May 2006 - December 2006
Education
Montclair State University 1996 — 2001
Madison High School 1992 — 1996
William Martone William Martone's A.G. Edwards Experience January 2001 - May 2006
Job President at Martone Capital Management, Inc.
Industry Financial Services
Experience
Martone Capital Management, Inc. 1994 - Present
Martone Capital Management, Inc. 1994 - Present
On-Site Insurance School NY 2008 - 2009
Pohs Institute 1994 - 2009
A.G. Edwards January 2001 - May 2006
Berkshire Life Insurance Co. 1980 - 1994
Skills
Estate Planning, Mutual Funds, Financial Planning, Insurance, Retirement Planning, Public Speaking, Investments, Portfolio Management, 401k, Annuities, Long Term Care, Bonds, ETFs, Fixed Annuities, Financial Advisory, Asset Allocation, Strategic Financial..., Financial Planners, Pensions, Long-term Care, Retirement, Life Insurance, Disability Insurance, Investment Advisory, Wealth, Investment Strategies, Series 7, Long Term Care Insurance, IRAs, Series 63, Term Life Insurance, Securities
Education
The American College 1978 — 1983
CLU and ChFC
Pace University 1967 — 1971
BBA
Martone Capital Management, Inc. 1994 - Present
Martone Capital Management, Inc. 1994 - Present
On-Site Insurance School NY 2008 - 2009
Pohs Institute 1994 - 2009
A.G. Edwards January 2001 - May 2006
Berkshire Life Insurance Co. 1980 - 1994
Skills
Estate Planning, Mutual Funds, Financial Planning, Insurance, Retirement Planning, Public Speaking, Investments, Portfolio Management, 401k, Annuities, Long Term Care, Bonds, ETFs, Fixed Annuities, Financial Advisory, Asset Allocation, Strategic Financial..., Financial Planners, Pensions, Long-term Care, Retirement, Life Insurance, Disability Insurance, Investment Advisory, Wealth, Investment Strategies, Series 7, Long Term Care Insurance, IRAs, Series 63, Term Life Insurance, Securities
Education
The American College 1978 — 1983
CLU and ChFC
Pace University 1967 — 1971
BBA
Vincent Zappola, CFA Vincent Zappola, CFA's A.G. Edwards Experience March 2004 - January 2006
Job Financial Advisor at Citi Personal Wealth Management
Industry Investment Management
Experience
Citi Personal Wealth Management December 2011 - Present
Citi Personal Wealth Management October 2010 - December 2011
Savoy Capital, Inc July 2009 - October 2010
Selz Capital, LLC January 2006 - July 2009
A.G. Edwards March 2004 - January 2006
A.G. Edwards June 2000 - March 2004
Skills
Equities, Fixed Income, ETFs, Mutual Funds, Currency, Derivatives, Trading, Portfolio Management, Investment Strategies, Options, Hedge Funds
Education
North Carolina State University 1996 — 2000
BS, Business Management (concentration in Finance)
Tottenville High School 1992 — 1996
Citi Personal Wealth Management December 2011 - Present
Citi Personal Wealth Management October 2010 - December 2011
Savoy Capital, Inc July 2009 - October 2010
Selz Capital, LLC January 2006 - July 2009
A.G. Edwards March 2004 - January 2006
A.G. Edwards June 2000 - March 2004
Skills
Equities, Fixed Income, ETFs, Mutual Funds, Currency, Derivatives, Trading, Portfolio Management, Investment Strategies, Options, Hedge Funds
Education
North Carolina State University 1996 — 2000
BS, Business Management (concentration in Finance)
Tottenville High School 1992 — 1996
Chuck Cantrell Chuck Cantrell's A.G. Edwards Experience 2006 - 2007
Job Technology Industry Speaker at Speaker
Industry Internet
Experience
Speaker 2014 - Present
Cantrell & Associates June 2009 - Present
Clarks March 2014 - July 2015
Reality Digital 2008 - 2009
Caspio 2008 - 2008
Yahoo! Inc. 2007 - 2008
A.G. Edwards 2006 - 2007
Independent Consultant 2003 - 2006
Blue Martini Software 1999 - 2003
CONSULTING & PRACTICE MANAGEMENT EXPERIENCE 1988 - 1999
Skills
Product Management, E-commerce, SaaS, Start-ups, Social Media, Program Management, Strategic Planning, Team Building, Team Leadership, Strategy, Blue Martini, Hybris, Cloud Computing, Social Networking, Agile, Product Development, Agile Methodologies, Business Intelligence, Enterprise Software, Management, Integration, IT Strategy, Cross-functional Team..., Business Development, Leadership, Software Development, CRM, Project Management, Professional Services, Consulting, Lead Generation, Analytics, Strategic Partnerships, Requirements Gathering, Mobile Devices, Web Applications, Networking, Google Analytics, MS Project, Vendor Management, Software Project..., Agile Project Management, Business Analysis, Business Process, Web 2.0, Project Delivery, Mobile Applications, Requirements Analysis, SEO, Project Portfolio...
Education
Saint Louis University
BA, Economics
University of Missouri-Columbia
Webster University
Speaker 2014 - Present
Cantrell & Associates June 2009 - Present
Clarks March 2014 - July 2015
Reality Digital 2008 - 2009
Caspio 2008 - 2008
Yahoo! Inc. 2007 - 2008
A.G. Edwards 2006 - 2007
Independent Consultant 2003 - 2006
Blue Martini Software 1999 - 2003
CONSULTING & PRACTICE MANAGEMENT EXPERIENCE 1988 - 1999
Skills
Product Management, E-commerce, SaaS, Start-ups, Social Media, Program Management, Strategic Planning, Team Building, Team Leadership, Strategy, Blue Martini, Hybris, Cloud Computing, Social Networking, Agile, Product Development, Agile Methodologies, Business Intelligence, Enterprise Software, Management, Integration, IT Strategy, Cross-functional Team..., Business Development, Leadership, Software Development, CRM, Project Management, Professional Services, Consulting, Lead Generation, Analytics, Strategic Partnerships, Requirements Gathering, Mobile Devices, Web Applications, Networking, Google Analytics, MS Project, Vendor Management, Software Project..., Agile Project Management, Business Analysis, Business Process, Web 2.0, Project Delivery, Mobile Applications, Requirements Analysis, SEO, Project Portfolio...
Education
Saint Louis University
BA, Economics
University of Missouri-Columbia
Webster University
LeAnn Davies LeAnn Davies's A.G. Edwards Experience 1998 - 2005
Job Associate Advisor Wealth Management Services at McGladrey
Industry Financial Services
Experience
McGladrey July 2015 - Present
Charles Schwab March 2005 - July 2015
A.G. Edwards 1998 - 2005
Skills
Management
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science (B.S.), Business Administration
Jamestown High Scool
McGladrey July 2015 - Present
Charles Schwab March 2005 - July 2015
A.G. Edwards 1998 - 2005
Skills
Management
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science (B.S.), Business Administration
Jamestown High Scool
Christopher Coulter's A.G. Edwards Experience May 2004 - May 2009
Job Wealth Management Specialist at Raymond James
Industry Investment Management
Experience
Raymond James May 2009 - Present
A.G. Edwards May 2004 - May 2009
Allolio & Konrad November 2002 - February 2003
Ernst & Young May 1997 - November 2002
Cap Gemini Ernst & Young 2000 - 2002
Education
Saint Louis University 1992 — 1997
BSBA, Finance, Management Information Systems
Chaminade College Preparatory School
Raymond James May 2009 - Present
A.G. Edwards May 2004 - May 2009
Allolio & Konrad November 2002 - February 2003
Ernst & Young May 1997 - November 2002
Cap Gemini Ernst & Young 2000 - 2002
Education
Saint Louis University 1992 — 1997
BSBA, Finance, Management Information Systems
Chaminade College Preparatory School
Greg Sterzel, CFA, CAIA, AAMS's A.G. Edwards Experience May 2002 - May 2005
Job
Industry Financial Services
Experience
New York Life Investment Management LLC June 2008 - Present
UBS Financial Services Inc. June 2005 - June 2008
A.G. Edwards May 2002 - May 2005
Voicestream Wireless May 1998 - August 2000
Skills
Investments, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Equities, Strategic Financial..., Asset Managment, Finance, Securities, Competitive Analysis, Corporate Finance, Relationship Management, Investment Strategies, Retirement Planning, Hedge Funds, Wealth Management, Investment Management, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2002
MBA
Rutgers University-New Brunswick 1994 — 1998
BA
New York Life Investment Management LLC June 2008 - Present
UBS Financial Services Inc. June 2005 - June 2008
A.G. Edwards May 2002 - May 2005
Voicestream Wireless May 1998 - August 2000
Skills
Investments, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Equities, Strategic Financial..., Asset Managment, Finance, Securities, Competitive Analysis, Corporate Finance, Relationship Management, Investment Strategies, Retirement Planning, Hedge Funds, Wealth Management, Investment Management, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2002
MBA
Rutgers University-New Brunswick 1994 — 1998
BA
Brady Ward's A.G. Edwards Experience 2005 - 2008
Job
Industry Hospital & Health Care
Experience
SSM Health 2015 - Present
Express Scripts 2012 - 2014
Express Scripts 2008 - 2012
A.G. Edwards 2005 - 2008
Accenture 2001 - 2003
Accenture 1998 - 2001
Skills
Financial Modeling, Pricing Strategy, Insurance, Equity Research, Business Analysis, Strategic Planning, Valuation, Market Analysis, Due Diligence, Capital Markets, Portfolio Management, Corporate Finance, Financial Analysis, Process Improvement, Business Development, Sales, Relationship Management, Competitive Analysis
Education
Washington University in St. Louis 2003 — 2005
MBA, Finance, Strategy
Miami University 1991 — 1996
BS, History/Political Science
SSM Health 2015 - Present
Express Scripts 2012 - 2014
Express Scripts 2008 - 2012
A.G. Edwards 2005 - 2008
Accenture 2001 - 2003
Accenture 1998 - 2001
Skills
Financial Modeling, Pricing Strategy, Insurance, Equity Research, Business Analysis, Strategic Planning, Valuation, Market Analysis, Due Diligence, Capital Markets, Portfolio Management, Corporate Finance, Financial Analysis, Process Improvement, Business Development, Sales, Relationship Management, Competitive Analysis
Education
Washington University in St. Louis 2003 — 2005
MBA, Finance, Strategy
Miami University 1991 — 1996
BS, History/Political Science
Frank Fasano's A.G. Edwards Experience July 2004 - July 2007
Job Supply Chain Finance Manager at Target
Industry Retail
Experience
Target August 2014 - Present
Target August 2011 - August 2014
The Riverside Company July 2007 - July 2009
A.G. Edwards July 2004 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, LBO, Private Equity, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis, Business Strategy, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Strategy, Marketing
University of Notre Dame 2000 — 2004
Bachelor's Degree, Finance
Target August 2014 - Present
Target August 2011 - August 2014
The Riverside Company July 2007 - July 2009
A.G. Edwards July 2004 - July 2007
Skills
Financial Modeling, Valuation, Corporate Finance, LBO, Private Equity, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis, Business Strategy, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Strategy, Marketing
University of Notre Dame 2000 — 2004
Bachelor's Degree, Finance
Adam Ackerburg's A.G. Edwards Experience 1989 - 2007
Job Municipal Underwriter at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2013 - Present
Wells Fargo Advisors January 2009 - December 2013
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards 1989 - 2007
Skills
Series 7, Series 63, series 53, Investments, Securities, Portfolio Management, Bonds, Fixed Income, Asset Management, Trading, Financial Analysis, Bloomberg, Capital Markets, Wealth Management, Mutual Funds, Financial Modeling, Equities, Asset Allocation, Management, Alternative Investments, Finance
Education
Saint Louis University 1990 — 1995
MBA, Economics, Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (B.A.), Economics
Edward Jones December 2013 - Present
Wells Fargo Advisors January 2009 - December 2013
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards 1989 - 2007
Skills
Series 7, Series 63, series 53, Investments, Securities, Portfolio Management, Bonds, Fixed Income, Asset Management, Trading, Financial Analysis, Bloomberg, Capital Markets, Wealth Management, Mutual Funds, Financial Modeling, Equities, Asset Allocation, Management, Alternative Investments, Finance
Education
Saint Louis University 1990 — 1995
MBA, Economics, Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (B.A.), Economics
Steven DeMocker's A.G. Edwards Experience October 1995 - September 2003
Job Senior VP Investments at UBS Wealth Management US
Industry Financial Services
Experience
UBS Wealth Management September 2003 - Present
A.G. Edwards October 1995 - September 2003
Prescott College June 1990 - October 1995
Prescott College August 1988 - June 1990
Education
University of Rochester 1982 — 1986
Ph.D., Critical Social Theory
Prescott College 1973 — 1977
B.A., Wilderness Ladership
UBS Wealth Management September 2003 - Present
A.G. Edwards October 1995 - September 2003
Prescott College June 1990 - October 1995
Prescott College August 1988 - June 1990
Education
University of Rochester 1982 — 1986
Ph.D., Critical Social Theory
Prescott College 1973 — 1977
B.A., Wilderness Ladership
Jack Gillis's A.G. Edwards Experience 1996 - 2007
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
National City Capital Markets 2008 - 2009
A.G. Edwards 1996 - 2007
Lehman Brothers 1995 - 1996
Chemical Bank (now J.P. Morgan) 1989 - 1993
Skills
Investments, Estate Planning, Fiduciary, Credit, Philanthropy, Mergers & Acquisitions, Relationship Management, Small Business, Portfolio Management, Valuation, Private Equity, Corporate Finance, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Accounting, Management & Strategy
Williams College 1985 — 1989
BA, Economics
St. Louis Country Day School 1977 — 1985
J.P. Morgan 2009 - Present
National City Capital Markets 2008 - 2009
A.G. Edwards 1996 - 2007
Lehman Brothers 1995 - 1996
Chemical Bank (now J.P. Morgan) 1989 - 1993
Skills
Investments, Estate Planning, Fiduciary, Credit, Philanthropy, Mergers & Acquisitions, Relationship Management, Small Business, Portfolio Management, Valuation, Private Equity, Corporate Finance, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Accounting, Management & Strategy
Williams College 1985 — 1989
BA, Economics
St. Louis Country Day School 1977 — 1985
Paul Roettger's A.G. Edwards Experience January 2000 - January 2008
Job First Vice President, Exchange Traded Products at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2008 - July 2011
A.G. Edwards January 2000 - January 2008
Edward Jones June 1993 - January 2000
Education
Saint Louis University 1995 — 1997
MBA, Finance
Miami University 1988 — 1992
BS, Accounting & Finance
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2008 - July 2011
A.G. Edwards January 2000 - January 2008
Edward Jones June 1993 - January 2000
Education
Saint Louis University 1995 — 1997
MBA, Finance
Miami University 1988 — 1992
BS, Accounting & Finance
Steve McArther's A.G. Edwards Experience 1999 - 2006
Job Owner, McArther's Tae Kwon Do & Fitness
Industry Sports
Experience
McArther's Tae Kwon Do & Fitness July 2000 - Present
A.G. Edwards 1999 - 2006
Skills
SQL, Microsoft Office, Management, Self-driven, Teaching, Mentoring, Fitness, Self Defense, Business Analysis, Requirements Analysis, Visio, Integration, Data Analysis, Process Improvement, Requirements Gathering, Martial Arts, Taekwondo, Testing, Leadership, Hapkido, Team Management, Training, Bullying Awareness, Gumdo, iOS development, Agile Methodologies, SDLC, Software Development, IT Management, Databases, IT Strategy, Team Building
Education
Purdue University 1986 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
McArther's Tae Kwon Do & Fitness July 2000 - Present
A.G. Edwards 1999 - 2006
Skills
SQL, Microsoft Office, Management, Self-driven, Teaching, Mentoring, Fitness, Self Defense, Business Analysis, Requirements Analysis, Visio, Integration, Data Analysis, Process Improvement, Requirements Gathering, Martial Arts, Taekwondo, Testing, Leadership, Hapkido, Team Management, Training, Bullying Awareness, Gumdo, iOS development, Agile Methodologies, SDLC, Software Development, IT Management, Databases, IT Strategy, Team Building
Education
Purdue University 1986 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Katrina Wilson's A.G. Edwards Experience 2002 - 2003
Job Sr. Manager, Shopper Insights at Big Heart Pet Brands
Industry Market Research
Experience
Big Heart Pet Brands June 2014 - Present
Safeway, Inc. 2011 - May 2014
Anheuser-Busch, Inc. 2010 - 2011
Anheuser-Busch, Inc. 2007 - 2010
Anheuser-Busch, Inc 2004 - 2006
Anheuser-Busch, Inc. 2003 - 2004
A.G. Edwards 2002 - 2003
Bank of America 1999 - 2000
Bank of America 1997 - 1999
Skills
Consumer Insight, Competitive Analysis, Market Research, Business Strategy, Customer Insight, Shopper Marketing, Strategic Planning, Segmentation, Marketing Research, Forecasting, Market Analysis, Financial Modeling, Business Planning, Consumer Behaviour, Financial Analysis, Business Analysis, Strategic Financial..., Finance, Competitive Intelligence
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance
University of California, Berkeley 1988 — 1992
BA, Political Economy
Big Heart Pet Brands June 2014 - Present
Safeway, Inc. 2011 - May 2014
Anheuser-Busch, Inc. 2010 - 2011
Anheuser-Busch, Inc. 2007 - 2010
Anheuser-Busch, Inc 2004 - 2006
Anheuser-Busch, Inc. 2003 - 2004
A.G. Edwards 2002 - 2003
Bank of America 1999 - 2000
Bank of America 1997 - 1999
Skills
Consumer Insight, Competitive Analysis, Market Research, Business Strategy, Customer Insight, Shopper Marketing, Strategic Planning, Segmentation, Marketing Research, Forecasting, Market Analysis, Financial Modeling, Business Planning, Consumer Behaviour, Financial Analysis, Business Analysis, Strategic Financial..., Finance, Competitive Intelligence
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance
University of California, Berkeley 1988 — 1992
BA, Political Economy
Maria Crow's A.G. Edwards Experience May 2000 - 2008
Job AVP, Business Systems Consultant at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC May 2000 - Present
Wachovia Securities 2008 - 2009
A.G. Edwards May 2000 - 2008
Education
Quincy University 1986 — 1990
Wells Fargo Advisors LLC May 2000 - Present
Wachovia Securities 2008 - 2009
A.G. Edwards May 2000 - 2008
Education
Quincy University 1986 — 1990
Joe Camillo's A.G. Edwards Experience January 2000 - October 2007
Job at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC October 2007 - Present
Wachovia 2006 - Present
Wachovia Securities July 2006 - October 2007
A.G. Edwards January 2000 - October 2007
A.G. Edwards & Sons 2000 - July 2006
Education
Southern Illinois University, Edwardsville 1991 — 1996
MBA, Finance Emphasis
Millikin University 1978 — 1982
BS, Marketing
Wachovia Securities, LLC October 2007 - Present
Wachovia 2006 - Present
Wachovia Securities July 2006 - October 2007
A.G. Edwards January 2000 - October 2007
A.G. Edwards & Sons 2000 - July 2006
Education
Southern Illinois University, Edwardsville 1991 — 1996
MBA, Finance Emphasis
Millikin University 1978 — 1982
BS, Marketing
Tim Buening's A.G. Edwards Experience March 1999 - December 1999
Job Vice President at Fifth Third Bank
Industry Management Consulting
Experience
Fifth Third Bank November 2014 - Present
Buening Consulting, LLC September 2013 - November 2014
Performance Matters October 2011 - October 2014
Anheuser-Busch InBev August 2011 - September 2013
Anheuser-Busch InBev January 2011 - July 2011
Anheuser-Busch 2008 - 2010
Merrill Lynch Capital September 2002 - February 2008
Axios Investments, LLC 2007 - 2008
Piper Jaffray January 2000 - July 2002
A.G. Edwards March 1999 - December 1999
Skills
Mergers & Acquisitions, Investment Banking, CRM, Strategy, Marketing, Leadership, Competitive Analysis, Financial Analysis, Finance, Due Diligence, Valuation, Corporate Finance, Financial Modeling, Business Strategy, Business Planning
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Strategy, Finance, Management & Organizations
Saint Louis University 1995 — 1999
BSBA, Finance, Accounting
St. Xavier HS 1991 — 1995
Fifth Third Bank November 2014 - Present
Buening Consulting, LLC September 2013 - November 2014
Performance Matters October 2011 - October 2014
Anheuser-Busch InBev August 2011 - September 2013
Anheuser-Busch InBev January 2011 - July 2011
Anheuser-Busch 2008 - 2010
Merrill Lynch Capital September 2002 - February 2008
Axios Investments, LLC 2007 - 2008
Piper Jaffray January 2000 - July 2002
A.G. Edwards March 1999 - December 1999
Skills
Mergers & Acquisitions, Investment Banking, CRM, Strategy, Marketing, Leadership, Competitive Analysis, Financial Analysis, Finance, Due Diligence, Valuation, Corporate Finance, Financial Modeling, Business Strategy, Business Planning
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Strategy, Finance, Management & Organizations
Saint Louis University 1995 — 1999
BSBA, Finance, Accounting
St. Xavier HS 1991 — 1995
Todd Neumayer's A.G. Edwards Experience March 2004 - September 2006
Job Lead BA Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 2004 - September 2006
A.G. Edwards December 1999 - March 2004
Education
Saint Louis University 1994 — 1999
BS, Finance & Management Information Systems
Wells Fargo June 2008 - Present
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 2004 - September 2006
A.G. Edwards December 1999 - March 2004
Education
Saint Louis University 1994 — 1999
BS, Finance & Management Information Systems
Marvin Anderson's A.G. Edwards Experience September 2003 - Present
Job Managing Director, Debt Capital Markets
Industry Investment Banking
Experience
A.G. Edwards September 2003 - Present
A.G. Edwards November 2002 - September 2003
A.G. Edwards March 1998 - November 2002
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP, General Management
Rockhurst University 1983 — 1987
BSBA, Finance/Economics
A.G. Edwards September 2003 - Present
A.G. Edwards November 2002 - September 2003
A.G. Edwards March 1998 - November 2002
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP, General Management
Rockhurst University 1983 — 1987
BSBA, Finance/Economics
Hans Fredrikson's A.G. Edwards Experience August 1991 - December 1999
Job CIO at Oak Summit Capital
Industry Investment Management
Experience
Oak Summit Capital October 2013 - Present
JPMorgan Chase January 2012 - October 2013
JPMorgan January 2000 - October 2013
A.G. Edwards August 1991 - December 1999
Skills
Asset Allocation, Investments, Asset Management, Hedge Funds, Credit, Equity Research, Equities, Wealth Management, Bonds, Asset Managment, Series 7, Portfolio Management, Alternative Investments, Start-ups, Private Equity, Investment Advisory
Education
The University of Chicago - Booth School of Business 1994 — 1998
MBA, Finance and International Business
Principia College 1984 — 1988
BA, Business Administration
Oak Summit Capital October 2013 - Present
JPMorgan Chase January 2012 - October 2013
JPMorgan January 2000 - October 2013
A.G. Edwards August 1991 - December 1999
Skills
Asset Allocation, Investments, Asset Management, Hedge Funds, Credit, Equity Research, Equities, Wealth Management, Bonds, Asset Managment, Series 7, Portfolio Management, Alternative Investments, Start-ups, Private Equity, Investment Advisory
Education
The University of Chicago - Booth School of Business 1994 — 1998
MBA, Finance and International Business
Principia College 1984 — 1988
BA, Business Administration
Alan Tuetken's A.G. Edwards Experience February 2000 - May 2008
Job AVP, Technical Project Manager, Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - September 2009
A.G. Edwards February 2000 - May 2008
Boeing June 1988 - August 1999
Skills
Project Management, Business Analysis, Analytics, Identity Management, Cyber Defense, Risk Management, Internal Review, SQL, SharePoint, Leadership, Active Directory, Information Security..., Process Improvement, SDLC, Visio, Disaster Recovery, Microsoft SQL Server, Vendor Management, Requirements Gathering, Requirements Analysis, Access, Software Documentation, Integration, Information Technology, Governance, Testing, Information Security, IT Operations, Enterprise Architecture, Quality Assurance, Infrastructure, IT Strategy, IT Management, Data Center, Security, ITIL
Education
Saint Louis University
Bachelor of Science, Computer Science
Ranken Technical College
Graduate and Certification, Computer Numerical Control Programming
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - September 2009
A.G. Edwards February 2000 - May 2008
Boeing June 1988 - August 1999
Skills
Project Management, Business Analysis, Analytics, Identity Management, Cyber Defense, Risk Management, Internal Review, SQL, SharePoint, Leadership, Active Directory, Information Security..., Process Improvement, SDLC, Visio, Disaster Recovery, Microsoft SQL Server, Vendor Management, Requirements Gathering, Requirements Analysis, Access, Software Documentation, Integration, Information Technology, Governance, Testing, Information Security, IT Operations, Enterprise Architecture, Quality Assurance, Infrastructure, IT Strategy, IT Management, Data Center, Security, ITIL
Education
Saint Louis University
Bachelor of Science, Computer Science
Ranken Technical College
Graduate and Certification, Computer Numerical Control Programming
Aaron Rakers, CFA's A.G. Edwards Experience 2000 - 2007
Job Senior Analyst at Wachovia Capital Markets
Industry Financial Services
Experience
Wachovia Capital Markets Senior AnalystWachovia Capital Markets, LLC2007 - Present
A.G. Edwards & Sons, Inc. 2003 - 2007
A.G. Edwards 2000 - 2007
Education
Quincy University 1996 — 2000
Wachovia Capital Markets Senior AnalystWachovia Capital Markets, LLC2007 - Present
A.G. Edwards & Sons, Inc. 2003 - 2007
A.G. Edwards 2000 - 2007
Education
Quincy University 1996 — 2000
Robert Klostermeier's A.G. Edwards Experience 1989 - 2007
Job Managing Partner, CurrentRiver, LLC
Industry Capital Markets
Experience
CurrentRiver, LLC and affiliated with Patrick Capital Markets August 2013 - Present
Stern Brothers 2007 - August 2013
AG Edwards 1989 - 2007
A.G. Edwards 1989 - 2007
Centerre Bank/Boatmen's Bank St. Louis 1984 - 1989
Skills
Bonds, Series 7, Fixed Income, Investment Banking, Investments, Bloomberg, Capital Markets, Securities, Series 63, Trading, Financial Advisory, Project Finance, Private Equity, Financial Structuring, Structured Finance, Team Leadership, Strategic Planning, Project Initiation, Investment Management, FINRA, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BA, American Culture
CurrentRiver, LLC and affiliated with Patrick Capital Markets August 2013 - Present
Stern Brothers 2007 - August 2013
AG Edwards 1989 - 2007
A.G. Edwards 1989 - 2007
Centerre Bank/Boatmen's Bank St. Louis 1984 - 1989
Skills
Bonds, Series 7, Fixed Income, Investment Banking, Investments, Bloomberg, Capital Markets, Securities, Series 63, Trading, Financial Advisory, Project Finance, Private Equity, Financial Structuring, Structured Finance, Team Leadership, Strategic Planning, Project Initiation, Investment Management, FINRA, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BA, American Culture
Tim McQuay's A.G. Edwards Experience July 1997 - December 2007
Job Managing Director, Noble Financial Group
Industry Financial Services
Experience
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Patrick Niemeyer's A.G. Edwards Experience January 2001 - December 2003
Job Independent Computer Software Professional
Industry Computer Software
Experience
Ikayzo 2008 - Present
Self-employed January 1995 - Present
Banc of America Securities December 2005 - December 2007
Self-employed 1997 - December 2007
Federal Reserve Bank January 2004 - December 2005
Edward Jones January 2003 - December 2004
A.G. Edwards January 2001 - December 2003
Education
Saint Louis University
Ikayzo 2008 - Present
Self-employed January 1995 - Present
Banc of America Securities December 2005 - December 2007
Self-employed 1997 - December 2007
Federal Reserve Bank January 2004 - December 2005
Edward Jones January 2003 - December 2004
A.G. Edwards January 2001 - December 2003
Education
Saint Louis University
Paul Briody, CFP®'s A.G. Edwards Experience 1990 - 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1990 - Present
PSIA - AASI Professional Ski Instructors of America - American Association of Snowboard Instructors March 2014 - March 2014
PSIA November 2007 - October 2013
Local Motion (VT) November 2002 - November 2008
A.G. Edwards 1990 - 2006
Skills
Retirement Planning, Wealth Management, Retirement
Education
Providence College 1981 — 1985
Millburn High School
Wells Fargo Advisors June 1990 - Present
PSIA - AASI Professional Ski Instructors of America - American Association of Snowboard Instructors March 2014 - March 2014
PSIA November 2007 - October 2013
Local Motion (VT) November 2002 - November 2008
A.G. Edwards 1990 - 2006
Skills
Retirement Planning, Wealth Management, Retirement
Education
Providence College 1981 — 1985
Millburn High School
Frank S. Childress's A.G. Edwards Experience 1983 - 2007
Job Director of Equity Trading, Well Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 1983 - Present
A.G. Edwards 1983 - 2007
Skills
Commodity, Series 7, Series 63, Securities, Equities, Options, Asset Managment, Trading, Investments, Series 24, Fixed Income, Mutual Funds, Financial Services, Alternative Investments, Wealth Management, Bonds, Asset Management
Education
Roanoke College 1979 — 1983
Bachelor of Business Administration (BBA)
Wells Fargo Advisors December 1983 - Present
A.G. Edwards 1983 - 2007
Skills
Commodity, Series 7, Series 63, Securities, Equities, Options, Asset Managment, Trading, Investments, Series 24, Fixed Income, Mutual Funds, Financial Services, Alternative Investments, Wealth Management, Bonds, Asset Management
Education
Roanoke College 1979 — 1983
Bachelor of Business Administration (BBA)
David AuBuchon's A.G. Edwards Experience 1993 - 2007
Job Research Analyst at Kennedy Capital Management, Inc.
Industry Financial Services
Experience
Kennedy Capital Management, Inc. 2012 - Present
Robert W. Baird December 2007 - August 2012
A.G. Edwards 1993 - 2007
A.G. Edwards & Sons, Inc 1993 - 2007
Education
Saint Louis University 1993 — 1995
MBA, Finance
Missouri State University 1989 — 1993
BS, Business
Kennedy Capital Management, Inc. 2012 - Present
Robert W. Baird December 2007 - August 2012
A.G. Edwards 1993 - 2007
A.G. Edwards & Sons, Inc 1993 - 2007
Education
Saint Louis University 1993 — 1995
MBA, Finance
Missouri State University 1989 — 1993
BS, Business
Scott Brinner's A.G. Edwards Experience July 2004 - September 2005
Job Senior Vice President, Transportation & Infrastructure Investment Banking, Raymond James
Industry Investment Banking
Experience
Raymond James November 2009 - Present
Wachovia Securities September 2005 - November 2009
A.G. Edwards July 2004 - September 2005
Emerson Electric June 2003 - August 2003
Ernst & Young August 1999 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Capital..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Investments, Acquisitions, Valuation, Corporate Finance, Equities, Private Equity, IPO, Divestitures, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
Miami University 1998 — 1999
M.A.C.C., Master Of Accountancy
Miami University 1994 — 1998
B.S., Finance & Accounting
Raymond James November 2009 - Present
Wachovia Securities September 2005 - November 2009
A.G. Edwards July 2004 - September 2005
Emerson Electric June 2003 - August 2003
Ernst & Young August 1999 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Capital..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Investments, Acquisitions, Valuation, Corporate Finance, Equities, Private Equity, IPO, Divestitures, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Entrepreneurship
Miami University 1998 — 1999
M.A.C.C., Master Of Accountancy
Miami University 1994 — 1998
B.S., Finance & Accounting
Eric DiSalle's A.G. Edwards Experience January 2003 - March 2005
Job Vice President at ELUS Company
Industry Utilities
Experience
ELUS Company July 2013 - Present
ELUS Company June 2007 - June 2013
Edward Jones April 2005 - June 2007
A.G. Edwards January 2003 - March 2005
Skills
Forecasting, Management, Contract Negotiation, Finance, Microsoft Excel, Financial Analysis, Strategic Planning, New Business Development, Financial Modeling, Wealth Management, Process Improvement, Investments
Education
Miami University 1998 — 2002
BS, Finance
ELUS Company July 2013 - Present
ELUS Company June 2007 - June 2013
Edward Jones April 2005 - June 2007
A.G. Edwards January 2003 - March 2005
Skills
Forecasting, Management, Contract Negotiation, Finance, Microsoft Excel, Financial Analysis, Strategic Planning, New Business Development, Financial Modeling, Wealth Management, Process Improvement, Investments
Education
Miami University 1998 — 2002
BS, Finance
Steven Nordstrom, SCLA, CIFI's A.G. Edwards Experience June 2002 - December 2002
Job Sr. Special Investigator at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group January 2011 - Present
Mapfre August 2008 - January 2011
Commerce Insurance September 2006 - August 2008
Commerce Insurance August 2005 - September 2006
Commerce Insurance November 2003 - August 2005
Commerce Insurance December 2002 - November 2003
A.G. Edwards June 2002 - December 2002
Skills
Claim, Insurance, Claims Management, Casualty Insurance, Legal Liability, Commercial Insurance, Workers Compensation, Subrogation, Property, Liability
Education
Nichols College 2008 — 2010
MBA
University of Massachusetts, Amherst 1998 — 2002
The Hanover Insurance Group January 2011 - Present
Mapfre August 2008 - January 2011
Commerce Insurance September 2006 - August 2008
Commerce Insurance August 2005 - September 2006
Commerce Insurance November 2003 - August 2005
Commerce Insurance December 2002 - November 2003
A.G. Edwards June 2002 - December 2002
Skills
Claim, Insurance, Claims Management, Casualty Insurance, Legal Liability, Commercial Insurance, Workers Compensation, Subrogation, Property, Liability
Education
Nichols College 2008 — 2010
MBA
University of Massachusetts, Amherst 1998 — 2002
Lisa Lauder's A.G. Edwards Experience December 2004 - March 2009
Job Admin to Branch Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2009 - Present
Wachovia Securities June 2007 - March 2009
A.G. Edwards December 2004 - March 2009
Education
Mt. Hood Community College 1979 — 1981
Stifel Nicolaus March 2009 - Present
Wachovia Securities June 2007 - March 2009
A.G. Edwards December 2004 - March 2009
Education
Mt. Hood Community College 1979 — 1981
Mark Dendrinelis's A.G. Edwards Experience 1997 - 2002
Job Chief Technology Officer
Industry Information Technology and Services
Experience
Alliance Technology Partners January 2002 - Present
A.G. Edwards 1997 - 2002
Skills
Cloud Computing, VMware, Virtualization, Networking, Cisco Technologies, HP, Business Alliances, Salesforce.com, Channel Partners, Managed Services, Solution Selling, Disaster Recovery, Data Center, Enterprise Software, Storage, Security, Integration, SAN, Program Management, Hardware, Servers, Troubleshooting, SaaS
Education
Missouri State University 1992 — 1996
Business
Missouri State University
Computer and Information Systems Security
Alliance Technology Partners January 2002 - Present
A.G. Edwards 1997 - 2002
Skills
Cloud Computing, VMware, Virtualization, Networking, Cisco Technologies, HP, Business Alliances, Salesforce.com, Channel Partners, Managed Services, Solution Selling, Disaster Recovery, Data Center, Enterprise Software, Storage, Security, Integration, SAN, Program Management, Hardware, Servers, Troubleshooting, SaaS
Education
Missouri State University 1992 — 1996
Business
Missouri State University
Computer and Information Systems Security
Donald Hayden's A.G. Edwards Experience June 2008 - Present
Job Senior Virtual computing Engineer at Wachovia Securities, LLC
Industry Information Technology and Services
Experience
A.G. Edwards June 2008 - Present
MFA Incorporated 2007 - 2008
TransUnion LLC 2004 - 2007
Information Resources, Inc. 2000 - 2004
IRI 2000 - 2004
Education
Northwest Missouri State University 1969 — 1971
A.G. Edwards June 2008 - Present
MFA Incorporated 2007 - 2008
TransUnion LLC 2004 - 2007
Information Resources, Inc. 2000 - 2004
IRI 2000 - 2004
Education
Northwest Missouri State University 1969 — 1971
Sandhya Peddabachigari's A.G. Edwards Experience 2006 - 2007
Job Sr. Software Analyst at Unigroup Inc.
Industry Information Technology and Services
Experience
UniGroup, Inc April 2012 - Present
A.G. Edwards 2006 - 2007
Education
Oklahoma State University 2000 — 2003
Masters in Computer Science
Osmania University 1994 — 1998
UniGroup, Inc April 2012 - Present
A.G. Edwards 2006 - 2007
Education
Oklahoma State University 2000 — 2003
Masters in Computer Science
Osmania University 1994 — 1998
Mark Lohrding's A.G. Edwards Experience 2001 - 2008
Job Senior Software Architect at Laird
Industry Financial Services
Experience
Laird November 2013 - Present
Wells Fargo Advisors, LLC 2009 - November 2013
Wachovia Securities 2008 - 2009
A.G. Edwards 2001 - 2008
Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Toad, .NET, ASP, ASP.NET, JavaScript, HTML
Education
Northeastern Illinois University 1997 — 1999
Bachelor of Science, Computer Science
Bellevile Area College 1991 — 1996
Associate of Science (AS), Mathematics
Laird November 2013 - Present
Wells Fargo Advisors, LLC 2009 - November 2013
Wachovia Securities 2008 - 2009
A.G. Edwards 2001 - 2008
Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Toad, .NET, ASP, ASP.NET, JavaScript, HTML
Education
Northeastern Illinois University 1997 — 1999
Bachelor of Science, Computer Science
Bellevile Area College 1991 — 1996
Associate of Science (AS), Mathematics
Phil Daniels (@phildaniels_stl)'s A.G. Edwards Experience January 1994 - April 2004
Job Vice President at Brand Asset Management Group, CFP® ,AIF®
Industry Financial Services
Experience
Brand Asset Management Group April 2004 - Present
A.G. Edwards January 1994 - April 2004
Raymond James Financial September 1992 - January 1994
Raymond James Financial February 1992 - September 1992
Skills
Wealth Management, Financial Planning, Investment Advisory, Philanthropy, Asset Allocation, Investment Strategies, Investments, Asset Managment, Retirement Planning, Insurance
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Finance, General
Millikin University 1988 — 1991
BS, Finance
Brand Asset Management Group April 2004 - Present
A.G. Edwards January 1994 - April 2004
Raymond James Financial September 1992 - January 1994
Raymond James Financial February 1992 - September 1992
Skills
Wealth Management, Financial Planning, Investment Advisory, Philanthropy, Asset Allocation, Investment Strategies, Investments, Asset Managment, Retirement Planning, Insurance
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Finance, General
Millikin University 1988 — 1991
BS, Finance
Kevin Birk's A.G. Edwards Experience December 2006 - August 2007
Job Senior Project Manager
Industry Information Technology and Services
Experience
Thomson Reuters March 2010 - Present
Monsanto 2011 - 2011
Monsanto 2011 - 2011
Savvis August 2008 - October 2009
MasterCard January 2008 - August 2008
EMC August 2007 - January 2008
A.G. Edwards December 2006 - August 2007
Charter Communications June 2001 - August 2006
Skills
PMO, Agile Methodologies, Business Analysis, Business Intelligence, Business Process, Business Transformation, Business Process..., CRM, Change Management, Cloud Computing, Cross-functional Team..., Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, ITIL, Infrastructure, Integration, MS Project, Management, Outsourcing, PMI, PMP, Process Improvement, Program Management, Project Delivery, Project Management, Project Planning, Project Portfolio..., Requirements Analysis, Requirements Gathering, Resource Management, Risk Management, SDLC, Service Delivery, SharePoint, Software Documentation, Software Project..., Team Leadership, Telecommunications, Vendor Management, Visio
Education
National Louis University
BS, Management
Thomson Reuters March 2010 - Present
Monsanto 2011 - 2011
Monsanto 2011 - 2011
Savvis August 2008 - October 2009
MasterCard January 2008 - August 2008
EMC August 2007 - January 2008
A.G. Edwards December 2006 - August 2007
Charter Communications June 2001 - August 2006
Skills
PMO, Agile Methodologies, Business Analysis, Business Intelligence, Business Process, Business Transformation, Business Process..., CRM, Change Management, Cloud Computing, Cross-functional Team..., Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, ITIL, Infrastructure, Integration, MS Project, Management, Outsourcing, PMI, PMP, Process Improvement, Program Management, Project Delivery, Project Management, Project Planning, Project Portfolio..., Requirements Analysis, Requirements Gathering, Resource Management, Risk Management, SDLC, Service Delivery, SharePoint, Software Documentation, Software Project..., Team Leadership, Telecommunications, Vendor Management, Visio
Education
National Louis University
BS, Management
Jeremiah OKeefe's A.G. Edwards Experience 1999 - 2000
Job Regional Sales Manager Southern CA/Hawaii Astellas Pharma U.S.
Industry Pharmaceuticals
Experience
Astellas Pharma August 2012 - Present
Astellas Pharma December 2007 - August 2012
Merck December 2004 - December 2007
A.G. Edwards 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Sales, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Managed Care, Sales Effectiveness, OB/GYN, Diabetes, Selling Skills, Sales Force Development, Sales Presentations, Account Management, Market Access, Cold Calling, Salesforce.com, Management, Leadership, Training, Business Planning, Urology, Product Launch, Strategic Planning, Sales Management, Hypertension, Marketing, B2B, New Business Development, Business Development, Primary Care, Strategy, Cross-functional Team..., Key Account Management, Sales Process, Healthcare, Coaching, Team Building
Education
Mississippi State University - College of Business and Industry 1993 — 1997
B.B.A., Finance & Investments
Astellas Pharma August 2012 - Present
Astellas Pharma December 2007 - August 2012
Merck December 2004 - December 2007
A.G. Edwards 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Sales, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Managed Care, Sales Effectiveness, OB/GYN, Diabetes, Selling Skills, Sales Force Development, Sales Presentations, Account Management, Market Access, Cold Calling, Salesforce.com, Management, Leadership, Training, Business Planning, Urology, Product Launch, Strategic Planning, Sales Management, Hypertension, Marketing, B2B, New Business Development, Business Development, Primary Care, Strategy, Cross-functional Team..., Key Account Management, Sales Process, Healthcare, Coaching, Team Building
Education
Mississippi State University - College of Business and Industry 1993 — 1997
B.B.A., Finance & Investments
Kerry McDevitt's A.G. Edwards Experience 2000 - 2003
Job Sales at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors 2008 - Present
A.G. Edwards 2000 - 2003
Merrill Lynch 1990 - 2000
Skills
First Time Home Buyers, Short Sales, Condos, Single Family Homes, Investment Properties, Foreclosures, Residential Homes, Marketing Strategy, New Business Development, Social Media Marketing, Strategic Planning, Marketing Communications, Multi-channel Marketing
Education
Ohio Wesleyan University 1981 — 1985
Bachelor of Arts (BA), History / Economics
Westfield (NJ) High School 1978 — 1981
Weichert Realtors 2008 - Present
A.G. Edwards 2000 - 2003
Merrill Lynch 1990 - 2000
Skills
First Time Home Buyers, Short Sales, Condos, Single Family Homes, Investment Properties, Foreclosures, Residential Homes, Marketing Strategy, New Business Development, Social Media Marketing, Strategic Planning, Marketing Communications, Multi-channel Marketing
Education
Ohio Wesleyan University 1981 — 1985
Bachelor of Arts (BA), History / Economics
Westfield (NJ) High School 1978 — 1981
DeHaven Patrick's A.G. Edwards Experience March 2007 - August 2007
Job Manager, Financial Reporting and Analsyis at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors, LLC August 2009 - October 2010
Wachovia Securities May 2008 - August 2009
Solutia Inc. August 2007 - May 2008
A.G. Edwards March 2007 - August 2007
Edward Jones May 2004 - March 2007
Deloitte & Touche July 2002 - May 2004
Arthur Andersen September 2001 - June 2002
Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit
Education
Purdue University - Krannert School of Management 1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors, LLC August 2009 - October 2010
Wachovia Securities May 2008 - August 2009
Solutia Inc. August 2007 - May 2008
A.G. Edwards March 2007 - August 2007
Edward Jones May 2004 - March 2007
Deloitte & Touche July 2002 - May 2004
Arthur Andersen September 2001 - June 2002
Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit
Education
Purdue University - Krannert School of Management 1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics
Michael Rypl's A.G. Edwards Experience January 1996 - January 1998
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Maxim Group LLC June 2012 - September 2014
Noble Financial January 2009 - May 2012
POLARIS INVESTMENT PARTNERS March 2002 - March 2008
R4, INC January 2000 - January 2002
RAYMOND JAMES & ASSOCIATES January 1998 - January 2000
A.G. Edwards January 1996 - January 1998
HAGAR CAPITAL, INC January 1995 - January 1996
SMITH BARNEY January 1992 - January 1995
BEAR STEARNS & COMPANY January 1991 - January 1992
Education
Mercer University 1985 — 1989
Bachelor of Business Administration, Marketing
Oppenheimer & Co. Inc. September 2014 - Present
Maxim Group LLC June 2012 - September 2014
Noble Financial January 2009 - May 2012
POLARIS INVESTMENT PARTNERS March 2002 - March 2008
R4, INC January 2000 - January 2002
RAYMOND JAMES & ASSOCIATES January 1998 - January 2000
A.G. Edwards January 1996 - January 1998
HAGAR CAPITAL, INC January 1995 - January 1996
SMITH BARNEY January 1992 - January 1995
BEAR STEARNS & COMPANY January 1991 - January 1992
Education
Mercer University 1985 — 1989
Bachelor of Business Administration, Marketing
Charley Martinson's A.G. Edwards Experience May 2004 - February 2005
Job Director of Career Services at Minnesota School of Business
Industry Education Management
Experience
Minnesota School of Business October 2014 - Present
Minnesota School of Business July 2013 - January 2015
Windbreak Energy, Inc. June 2008 - July 2013
Minnesota School of Business - Rochester January 2008 - July 2013
A.G. Edwards May 2004 - February 2005
US Navy July 1994 - July 1998
Skills
Public Speaking, Higher Education, Training, Leadership, Energy, Classroom, Analysis, Microsoft Office, Strategic Planning, Staff Development, Team Leadership, Time Management, Teaching, Lecturing, Community Outreach, PowerPoint, Management, Organizational..., Customer Service, Research, Non-profits, Financial Modeling, Public Relations, Project Planning, Event Planning, Editing, Team Building, Mentoring, Wind, Business Strategy, Microsoft Word, Budgets, Coaching, Negotiation, Process Improvement, Project Management, Outlook, Leadership Development, Teamwork, Classroom Instruction, Blackboard, Microsoft Excel, Career Counseling, Career Development
Education
New York Institute of Technology-Old Westbury 2005 — 2007
MBA, Economics & Strategy
South Dakota State University 1999 — 2003
BS, Economics
Minnesota School of Business October 2014 - Present
Minnesota School of Business July 2013 - January 2015
Windbreak Energy, Inc. June 2008 - July 2013
Minnesota School of Business - Rochester January 2008 - July 2013
A.G. Edwards May 2004 - February 2005
US Navy July 1994 - July 1998
Skills
Public Speaking, Higher Education, Training, Leadership, Energy, Classroom, Analysis, Microsoft Office, Strategic Planning, Staff Development, Team Leadership, Time Management, Teaching, Lecturing, Community Outreach, PowerPoint, Management, Organizational..., Customer Service, Research, Non-profits, Financial Modeling, Public Relations, Project Planning, Event Planning, Editing, Team Building, Mentoring, Wind, Business Strategy, Microsoft Word, Budgets, Coaching, Negotiation, Process Improvement, Project Management, Outlook, Leadership Development, Teamwork, Classroom Instruction, Blackboard, Microsoft Excel, Career Counseling, Career Development
Education
New York Institute of Technology-Old Westbury 2005 — 2007
MBA, Economics & Strategy
South Dakota State University 1999 — 2003
BS, Economics
Vasu Shanmugam's A.G. Edwards Experience August 2001 - May 2005
Job Middleware Messaging Architect/Administrator
Industry Computer Software
Experience
Federal Reserve Information Technology June 2012 - Present
Markit June 2010 - June 2012
Prodistics LLC May 2008 - June 2010
GJP Enterprises June 2005 - April 2008
A.G. Edwards August 2001 - May 2005
The Chase Manhattan Bank May 1999 - June 2001
Chicago Board of Trade November 1998 - May 1999
Hewlett-Packard 1998 - 1998
Deustche Bank 1997 - 1998
HCL Infosystems Ltd 1995 - 1997
Skills
WebSphere MQ, TIBCO, Solution Architecture, SOA, Enterprise Architecture, Requirements Analysis, Software Project..., IT Strategy, Integration, Middleware
Education
National Institute of Technology Tiruchirappalli 1993 — 1995
Masters, Operations Research & Computer Applications
University of Madras 1990 — 1993
Bachelor of Science (B.Sc.), Mathematics
Corley 1983 — 1990
Federal Reserve Information Technology June 2012 - Present
Markit June 2010 - June 2012
Prodistics LLC May 2008 - June 2010
GJP Enterprises June 2005 - April 2008
A.G. Edwards August 2001 - May 2005
The Chase Manhattan Bank May 1999 - June 2001
Chicago Board of Trade November 1998 - May 1999
Hewlett-Packard 1998 - 1998
Deustche Bank 1997 - 1998
HCL Infosystems Ltd 1995 - 1997
Skills
WebSphere MQ, TIBCO, Solution Architecture, SOA, Enterprise Architecture, Requirements Analysis, Software Project..., IT Strategy, Integration, Middleware
Education
National Institute of Technology Tiruchirappalli 1993 — 1995
Masters, Operations Research & Computer Applications
University of Madras 1990 — 1993
Bachelor of Science (B.Sc.), Mathematics
Corley 1983 — 1990
Brian L. Brooks's A.G. Edwards Experience August 1994 - May 1995
Job Experienced Investment Trader/Teacher
Industry Capital Markets
Experience
University of New Mexico April 2012 - July 2013
CC Trading 2009 - 2009
EXPO NM September 2005 - December 2006
New Mexico Finance Authority April 1997 - September 2005
Davis Selected Advisors 1996 - 1996
Kase and Company May 1995 - November 1995
A.G. Edwards August 1994 - May 1995
Skills
Portfolio Management, Valuation, Risk Management, Management, Leadership, Investments, Fixed Income, Program Management, Financial Analysis, Finance, Analysis, Equities, Nonprofits, Public Speaking, Research, Strategy, Executive Management, Microsoft Office, Project Management, Accounting, Business Strategy, Fundraising
Education
New Mexico Highlands University 2010 — 2013
Master of Business Administration (MBA), Finance (Derivatives)
New Mexico Institute of Mining and Technology 1991 — 1994
BS, Business Administration with Honors
University of New Mexico April 2012 - July 2013
CC Trading 2009 - 2009
EXPO NM September 2005 - December 2006
New Mexico Finance Authority April 1997 - September 2005
Davis Selected Advisors 1996 - 1996
Kase and Company May 1995 - November 1995
A.G. Edwards August 1994 - May 1995
Skills
Portfolio Management, Valuation, Risk Management, Management, Leadership, Investments, Fixed Income, Program Management, Financial Analysis, Finance, Analysis, Equities, Nonprofits, Public Speaking, Research, Strategy, Executive Management, Microsoft Office, Project Management, Accounting, Business Strategy, Fundraising
Education
New Mexico Highlands University 2010 — 2013
Master of Business Administration (MBA), Finance (Derivatives)
New Mexico Institute of Mining and Technology 1991 — 1994
BS, Business Administration with Honors
Shane Musgraves's A.G. Edwards Experience 1997 - 2007
Job Programmer/Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors 2008 - Present
A.G. Edwards 1997 - 2007
Skills
Perl, Software Documentation, DB2, SDLC, Requirements Gathering, Requirements Analysis, Visio, Business Analysis, Toad, Data Modeling, SQL, Agile Methodologies, Systems Analysis, Oracle, Data Warehousing
Education
Missouri State University 1989 — 1993
BS, General Business
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors 2008 - Present
A.G. Edwards 1997 - 2007
Skills
Perl, Software Documentation, DB2, SDLC, Requirements Gathering, Requirements Analysis, Visio, Business Analysis, Toad, Data Modeling, SQL, Agile Methodologies, Systems Analysis, Oracle, Data Warehousing
Education
Missouri State University 1989 — 1993
BS, General Business
Richard Hollocher's A.G. Edwards Experience July 1993 - April 2008
Job Vice President/CFO at Solar Control Films
Industry Oil & Energy
Experience
Solar Control Films January 2009 - Present
Center Oil April 2008 - December 2008
A.G. Edwards July 1993 - April 2008
Skills
Asset Management, Bonds, Business Development, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Mergers & Acquisitions
Education
Saint Louis University 1982 — 1986
Masters, Finance
Solar Control Films January 2009 - Present
Center Oil April 2008 - December 2008
A.G. Edwards July 1993 - April 2008
Skills
Asset Management, Bonds, Business Development, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Mergers & Acquisitions
Education
Saint Louis University 1982 — 1986
Masters, Finance
Ken Ellinger's A.G. Edwards Experience September 1994 - May 1997
Job Facilities & Fleet Manager at Charter Communications
Industry Telecommunications
Experience
Charter Communications November 2014 - Present
American Equity Mortgage August 2014 - October 2014
American Equity Mortgage October 2012 - August 2014
American Equity Mortgage January 2008 - September 2012
American Equity Mortgage November 1999 - December 2007
American Equity Mortgage May 1997 - November 1999
A.G. Edwards September 1994 - May 1997
Skills
Budgeting, Purchasing, Customer Service, Administration, Logistics, Contract Negotiation, Operations Management, Research, Real Estate, Vendor Management, Process Improvement, Team Building, Mortgage Lending, Project Management, Negotiation, Leadership, Management, Project Planning, Sales, Mortgage Banking
Education
AEM Employee Development 2006 — 2006
Continuing Ed, Management Development
Rockhurst University 2001 — 2001
Continuing Ed, Facilities Management
Truman State University 1989 — 1993
B.S., Business Administration
Charter Communications November 2014 - Present
American Equity Mortgage August 2014 - October 2014
American Equity Mortgage October 2012 - August 2014
American Equity Mortgage January 2008 - September 2012
American Equity Mortgage November 1999 - December 2007
American Equity Mortgage May 1997 - November 1999
A.G. Edwards September 1994 - May 1997
Skills
Budgeting, Purchasing, Customer Service, Administration, Logistics, Contract Negotiation, Operations Management, Research, Real Estate, Vendor Management, Process Improvement, Team Building, Mortgage Lending, Project Management, Negotiation, Leadership, Management, Project Planning, Sales, Mortgage Banking
Education
AEM Employee Development 2006 — 2006
Continuing Ed, Management Development
Rockhurst University 2001 — 2001
Continuing Ed, Facilities Management
Truman State University 1989 — 1993
B.S., Business Administration
Harry Leip's A.G. Edwards Experience September 2000 - May 2008
Job Product Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2009 - Present
Wachovia September 2000 - September 2009
A.G. Edwards September 2000 - May 2008
HBE Corporation 1988 - 1997
Education
Missouri State University 1984 — 1987
B.S., Hotel & Restaurant Administration
Wells Fargo September 2009 - Present
Wachovia September 2000 - September 2009
A.G. Edwards September 2000 - May 2008
HBE Corporation 1988 - 1997
Education
Missouri State University 1984 — 1987
B.S., Hotel & Restaurant Administration
Laura Radcliff's A.G. Edwards Experience 1994 - 2008
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2008
A.G. Edwards 1994 - 2008
Education
Princeton University 1984 — 1986
MPA, Urban and Domestic Policy
Michigan State University 1980 — 1984
BSUP, Urban Planning and French
Stifel Nicolaus March 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2008
A.G. Edwards 1994 - 2008
Education
Princeton University 1984 — 1986
MPA, Urban and Domestic Policy
Michigan State University 1980 — 1984
BSUP, Urban Planning and French
Ryan Kuhn, CFA's A.G. Edwards Experience September 2005 - December 2006
Job Vice President and Investment Manager
Industry Financial Services
Experience
Wells Fargo Wealth Management December 2006 - Present
A.G. Edwards September 2005 - December 2006
A.G. Edwards May 2000 - September 2005
KPMG January 1998 - May 2000
Skills
Investments, Mutual Funds, Investment Strategies, Asset Management
Education
Murray State University 1993 — 1997
B.A., Accounting
Wells Fargo Wealth Management December 2006 - Present
A.G. Edwards September 2005 - December 2006
A.G. Edwards May 2000 - September 2005
KPMG January 1998 - May 2000
Skills
Investments, Mutual Funds, Investment Strategies, Asset Management
Education
Murray State University 1993 — 1997
B.A., Accounting
Nicholas J Edwards's A.G. Edwards Experience June 2007 - August 2007
Job Brokerage Operations at Euro Pacific Capital
Industry Financial Services
Experience
Euro Pacific Capital March 2012 - Present
Euro Pacific Capital March 2010 - March 2012
Department of Veterans Affairs November 2007 - February 2010
Merrill Lynch June 2008 - August 2008
A.G. Edwards June 2007 - August 2007
Tax Services of Milford June 2006 - November 2006
Skills
Series 7, Microsoft Excel, Series 63, Microsoft Office, Bloomberg, PowerPoint, Microsoft Word, Fixed Income, Finance, Problem Solving, Corporate Actions, Series 24, Outlook, Quick Study, Analysis, Time Management, Analytical Skills, Thomson One, Equities
Education
Sacred Heart University 2005 — 2009
B.S.
Euro Pacific Capital March 2012 - Present
Euro Pacific Capital March 2010 - March 2012
Department of Veterans Affairs November 2007 - February 2010
Merrill Lynch June 2008 - August 2008
A.G. Edwards June 2007 - August 2007
Tax Services of Milford June 2006 - November 2006
Skills
Series 7, Microsoft Excel, Series 63, Microsoft Office, Bloomberg, PowerPoint, Microsoft Word, Fixed Income, Finance, Problem Solving, Corporate Actions, Series 24, Outlook, Quick Study, Analysis, Time Management, Analytical Skills, Thomson One, Equities
Education
Sacred Heart University 2005 — 2009
B.S.
Scott Varwig's A.G. Edwards Experience August 2000 - November 2007
Job Citadel Group Ltd
Industry Financial Services
Experience
Citadel Group Ltd December 2007 - Present
A.G. Edwards August 2000 - November 2007
Mercantile Bank September 1998 - August 2000
Managed Prescription Services August 1994 - September 1998
Kraft Foodservice May 1992 - July 1994
The First National Bank of Chicago November 1988 - May 1992
St. Luke's Hospital March 1988 - November 1988
Skills
Financial Analysis, Investment Banking, Investments, Asset Managment, Strategic Planning, Financial Modeling, Asset Management, Due Diligence, Valuation, Capital Markets
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas 1982 — 1987
Bachelor of Science (B.S.), Computer Information Systems and Quantitative Analysis
Citadel Group Ltd December 2007 - Present
A.G. Edwards August 2000 - November 2007
Mercantile Bank September 1998 - August 2000
Managed Prescription Services August 1994 - September 1998
Kraft Foodservice May 1992 - July 1994
The First National Bank of Chicago November 1988 - May 1992
St. Luke's Hospital March 1988 - November 1988
Skills
Financial Analysis, Investment Banking, Investments, Asset Managment, Strategic Planning, Financial Modeling, Asset Management, Due Diligence, Valuation, Capital Markets
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas 1982 — 1987
Bachelor of Science (B.S.), Computer Information Systems and Quantitative Analysis
Al Hassinger's A.G. Edwards Experience February 1997 - September 2008
Job Financial Advisor / Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
DNA Real Estate Holdings February 2012 - January 2013
Munder Capital Management January 2008 - February 2012
A.G. Edwards February 1997 - September 2008
Arnhold and S Bleischroder January 1996 - January 1997
Abaco International January 1993 - January 1996
Ord Minnett 1989 - 1993
Skills
Bloomberg, Equities, Trading, Charles River, FX Connect, Michigan Health and..., Finance, Fixed Income, Trading Strategies, Electronic Trading, Charles River IMS, Series 7, Series 63, Hedge Funds, Financial Services, Portfolio Management, CRM, Mutual Funds, Investments, FX Options, Financial Risk, Asset Management, ETFs
Education
Rutgers University
Bachelor's of Science, Economics
Rutgers University-New Brunswick
Bachelor of Applied Science (BASc), Economics
Robert W. Baird & Co. August 2013 - Present
DNA Real Estate Holdings February 2012 - January 2013
Munder Capital Management January 2008 - February 2012
A.G. Edwards February 1997 - September 2008
Arnhold and S Bleischroder January 1996 - January 1997
Abaco International January 1993 - January 1996
Ord Minnett 1989 - 1993
Skills
Bloomberg, Equities, Trading, Charles River, FX Connect, Michigan Health and..., Finance, Fixed Income, Trading Strategies, Electronic Trading, Charles River IMS, Series 7, Series 63, Hedge Funds, Financial Services, Portfolio Management, CRM, Mutual Funds, Investments, FX Options, Financial Risk, Asset Management, ETFs
Education
Rutgers University
Bachelor's of Science, Economics
Rutgers University-New Brunswick
Bachelor of Applied Science (BASc), Economics
Matthew Dissett's A.G. Edwards Experience June 1995 - March 2006
Job Controls Systems Engineer at Koch Air, LLC
Industry Construction
Experience
Koch Air, LLC March 2006 - Present
A.G. Edwards June 1995 - March 2006
Olivet Nazarene University September 1997 - May 2000
Education
Southwestern Illinois College 2001 — 2004
Associates, Industrial Electricity/Electronics
Olivet Nazarene University 1996 — 2000
BA, History and Political Science
Koch Air, LLC March 2006 - Present
A.G. Edwards June 1995 - March 2006
Olivet Nazarene University September 1997 - May 2000
Education
Southwestern Illinois College 2001 — 2004
Associates, Industrial Electricity/Electronics
Olivet Nazarene University 1996 — 2000
BA, History and Political Science
Joshua Sontag's A.G. Edwards Experience 1999 - 2007
Job Director Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Srinivasan N Parameswaran's A.G. Edwards Experience January 2001 - June 2005
Job Sr Database Administrator at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts January 2007 - Present
Express Scripts September 2006 - January 2007
MasterCard June 2005 - September 2006
A.G. Edwards January 2001 - June 2005
Skills
Oracle RAC, Oracle, Databases, Unix, Performance Tuning, SQL, Data Warehousing, Database Administration, RMAN, Data Guard, Disaster Recovery, Business Intelligence
Education
National Institute of Technology Surat 1982 — 1986
B.E, Electronics
Marthoma college,Thiruvalla,Kerala University 1980 — 1982
Express Scripts January 2007 - Present
Express Scripts September 2006 - January 2007
MasterCard June 2005 - September 2006
A.G. Edwards January 2001 - June 2005
Skills
Oracle RAC, Oracle, Databases, Unix, Performance Tuning, SQL, Data Warehousing, Database Administration, RMAN, Data Guard, Disaster Recovery, Business Intelligence
Education
National Institute of Technology Surat 1982 — 1986
B.E, Electronics
Marthoma college,Thiruvalla,Kerala University 1980 — 1982
Michael E. Cantieri's A.G. Edwards Experience September 2000 - January 2002
Job Manufacturers Representative at Jack Smith and Associates
Industry Furniture
Experience
Jack Smith and Associates June 2010 - Present
AXA Advisors November 2005 - February 2007
Catholic Knights January 2002 - November 2005
A.G. Edwards September 2000 - January 2002
Chicago Office October 1995 - September 2000
State Farm Insurance November 1989 - October 1995
Fellowes Manufacturing June 1984 - October 1989
3M June 1980 - June 1984
Education
Northern Illinois University 1977 — 1980
Bachelor of Science, Marketing
Jack Smith and Associates June 2010 - Present
AXA Advisors November 2005 - February 2007
Catholic Knights January 2002 - November 2005
A.G. Edwards September 2000 - January 2002
Chicago Office October 1995 - September 2000
State Farm Insurance November 1989 - October 1995
Fellowes Manufacturing June 1984 - October 1989
3M June 1980 - June 1984
Education
Northern Illinois University 1977 — 1980
Bachelor of Science, Marketing
Derek Belejchak's A.G. Edwards Experience August 2003 - August 2006
Job Owner, D.A.B. Striping, LLC.
Industry Construction
Experience
D.A.B. Striping, LLC. January 2007 - Present
A.G. Edwards August 2003 - August 2006
Skills
Asset Management, Investments, Wealth Management, Business Development, New Business Development, Strategic Financial..., Insurance, Marketing, Risk Management
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance and Management
Abington Heights High School
D.A.B. Striping, LLC. January 2007 - Present
A.G. Edwards August 2003 - August 2006
Skills
Asset Management, Investments, Wealth Management, Business Development, New Business Development, Strategic Financial..., Insurance, Marketing, Risk Management
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance and Management
Abington Heights High School
Leo Townsend's A.G. Edwards Experience September 1991 - September 1992
Job Owner, international payment solutions
Industry Financial Services
Experience
international payment solutions 2001 - Present
Oak Ridge Investments October 1992 - November 1997
A.G. Edwards September 1991 - September 1992
Skills
E-commerce, Sales, Sales Management, New Business Development, Marketing, Credit Cards, Marketing Strategy, Management, Start-ups, Accounting, Banking, Strategic Planning, Business Strategy, Payment Card Processing, Insurance, Small Business, Project Management
Education
Purdue University 1978 — 1980
n/a, aviation tech
Oak Park River Forest h.s.
Oak Park River Forest h.s.
international payment solutions 2001 - Present
Oak Ridge Investments October 1992 - November 1997
A.G. Edwards September 1991 - September 1992
Skills
E-commerce, Sales, Sales Management, New Business Development, Marketing, Credit Cards, Marketing Strategy, Management, Start-ups, Accounting, Banking, Strategic Planning, Business Strategy, Payment Card Processing, Insurance, Small Business, Project Management
Education
Purdue University 1978 — 1980
n/a, aviation tech
Oak Park River Forest h.s.
Oak Park River Forest h.s.
Royce Traylor's A.G. Edwards Experience January 2004 - December 2004
Job Retired at Mountain Home
Industry Construction
Experience
Mountain Home October 2014 - Present
Engineered Air September 2012 - September 2014
Validated Custom Solutions February 2011 - June 2012
Validated Custom Solutions January 2005 - January 2011
A.G. Edwards January 2004 - December 2004
Sundquist Company January 2003 - December 2003
One Year Sabbatical January 2002 - December 2002
The Trane Company January 1988 - December 2001
Johnson Controls January 1985 - December 1987
Education
Purdue University 1980 — 1984
BSME, Mechanical Engineering
Mountain Home October 2014 - Present
Engineered Air September 2012 - September 2014
Validated Custom Solutions February 2011 - June 2012
Validated Custom Solutions January 2005 - January 2011
A.G. Edwards January 2004 - December 2004
Sundquist Company January 2003 - December 2003
One Year Sabbatical January 2002 - December 2002
The Trane Company January 1988 - December 2001
Johnson Controls January 1985 - December 1987
Education
Purdue University 1980 — 1984
BSME, Mechanical Engineering
Jay Fear's A.G. Edwards Experience 1997 - 2001
Job Senior Business Consultant, ISBD Consulting
Industry Management Consulting
Experience
ISBD Consulting April 2012 - Present
Fear Properties, LLC January 2006 - Present
MidSouth Bank April 2010 - October 2010
A.G. Edwards 1997 - 2001
Skills
Financial Reporting, Accounting, Banking, Loans, Commercial Lending, Financial Analysis, Underwriting, Small Business Lending, Portfolio Management, Risk Management, Private Banking, Business Development, Start-ups, Entrepreneurship, Due Diligence, Mergers & Acquisitions, Small Business, Budgets, Business Analysis, Management, Management Consulting, Analysis, Sales Management, Program Management, New Business Development, Credit Analysis, Marketing, Real Estate, Consumer Lending, Leadership, Strategic Planning, Team Building, Strategic Financial..., Finance, Financial Modeling, Coaching, Insurance, Credit, Investments, Business Coaching, Forecasting, Strategy, Auditing, Training, Leadership Development, Internal Controls, Cash Management, Executive Management, Business Process..., Commercial Banking
Education
Louisiana State University 1972 — 1976
B.S., Agri-Business
McNeese State University
McNeese State University
MBA
ISBD Consulting April 2012 - Present
Fear Properties, LLC January 2006 - Present
MidSouth Bank April 2010 - October 2010
A.G. Edwards 1997 - 2001
Skills
Financial Reporting, Accounting, Banking, Loans, Commercial Lending, Financial Analysis, Underwriting, Small Business Lending, Portfolio Management, Risk Management, Private Banking, Business Development, Start-ups, Entrepreneurship, Due Diligence, Mergers & Acquisitions, Small Business, Budgets, Business Analysis, Management, Management Consulting, Analysis, Sales Management, Program Management, New Business Development, Credit Analysis, Marketing, Real Estate, Consumer Lending, Leadership, Strategic Planning, Team Building, Strategic Financial..., Finance, Financial Modeling, Coaching, Insurance, Credit, Investments, Business Coaching, Forecasting, Strategy, Auditing, Training, Leadership Development, Internal Controls, Cash Management, Executive Management, Business Process..., Commercial Banking
Education
Louisiana State University 1972 — 1976
B.S., Agri-Business
McNeese State University
McNeese State University
MBA
Debra McIntire's A.G. Edwards Experience April 2000 - June 2009
Job Group President's Executive Assistant at Miller Electric Mfg. Co.
Industry Food & Beverages
Experience
Miller Electric Mfg. Co. January 2012 - Present
Shopko 2011 - 2012
Sturm Foods, Inc May 2009 - November 2011
A.G. Edwards April 2000 - June 2009
Tenneco Automotive 1999 - 2000
Andre General Contracting 1992 - 1999
Skills
Process Improvement, Leadership, Microsoft Excel, Purchasing, Strategic Planning, Outlook, SAP, Accounting, Customer Service, Management, Accounts Payable, Administrative..., Marketing, Sales, Project Management, Access, Process Scheduler, Contract Negotiation, Office Management, Event Management, Business Travel, Microsoft Office, Community Engagement, Event Planning, Project Planning
Education
Northeastern Illinois University 1988 — 1990
Business
FVTC
Miller Electric Mfg. Co. January 2012 - Present
Shopko 2011 - 2012
Sturm Foods, Inc May 2009 - November 2011
A.G. Edwards April 2000 - June 2009
Tenneco Automotive 1999 - 2000
Andre General Contracting 1992 - 1999
Skills
Process Improvement, Leadership, Microsoft Excel, Purchasing, Strategic Planning, Outlook, SAP, Accounting, Customer Service, Management, Accounts Payable, Administrative..., Marketing, Sales, Project Management, Access, Process Scheduler, Contract Negotiation, Office Management, Event Management, Business Travel, Microsoft Office, Community Engagement, Event Planning, Project Planning
Education
Northeastern Illinois University 1988 — 1990
Business
FVTC
Andrea Donovan Ervin's A.G. Edwards Experience January 1996 - July 2006
Job Complex Operations Manager at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2006 - Present
A.G. Edwards January 1996 - July 2006
OppenheimerFunds January 1991 - January 1996
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Trading, Operations Management, Customer Service, Project Management, Social Networking, Office Administration, Office Management, Microsoft Office
Education
Regis University 1999 — 2004
Bachelor of Arts (B.A.), Organzation Development
RBC Capital Markets July 2006 - Present
A.G. Edwards January 1996 - July 2006
OppenheimerFunds January 1991 - January 1996
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Trading, Operations Management, Customer Service, Project Management, Social Networking, Office Administration, Office Management, Microsoft Office
Education
Regis University 1999 — 2004
Bachelor of Arts (B.A.), Organzation Development
Kathryn Cataldo's A.G. Edwards Experience 2002 - 2010
Job Financial Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital October 2009 - Present
Investors Capital 2009 - Present
A.G. Edwards 2002 - 2010
Boston Networks Inc. 1994 - 2002
Wang Laboratories May 1985 - March 1993
Skills
Asset Management, Portfolio Design, Long-Term Care and Life..., Fixed and Variable..., Retirement Income..., Social Security..., College Education..., Tax Management..., Buy Sell Insurance..., 401k Plans
Education
Northeastern University 1977 — 1981
Bachelors of Science, Business Management/Computer Science
Northeastern University
Investors Capital October 2009 - Present
Investors Capital 2009 - Present
A.G. Edwards 2002 - 2010
Boston Networks Inc. 1994 - 2002
Wang Laboratories May 1985 - March 1993
Skills
Asset Management, Portfolio Design, Long-Term Care and Life..., Fixed and Variable..., Retirement Income..., Social Security..., College Education..., Tax Management..., Buy Sell Insurance..., 401k Plans
Education
Northeastern University 1977 — 1981
Bachelors of Science, Business Management/Computer Science
Northeastern University
Stacey (Foley) Owens's A.G. Edwards Experience January 2002 - June 2010
Job Vice President Enterprise Trust Company
Industry Financial Services
Experience
Enterprise Bank & Trust September 2010 - Present
Wells Fargo Bank March 2009 - August 2010
A.G. Edwards January 2002 - June 2010
Skills
Wealth Management, Portfolio Management, Investments, Banking, Mutual Funds, Strategic Financial..., Financial Analysis, Retirement Planning, Asset Allocation
Education
Park University 1992 — 1996
Bachelor, Business Management
Enterprise Bank & Trust September 2010 - Present
Wells Fargo Bank March 2009 - August 2010
A.G. Edwards January 2002 - June 2010
Skills
Wealth Management, Portfolio Management, Investments, Banking, Mutual Funds, Strategic Financial..., Financial Analysis, Retirement Planning, Asset Allocation
Education
Park University 1992 — 1996
Bachelor, Business Management
Victoria Keeler's A.G. Edwards Experience May 1997 - June 1998
Job Project Manager III at State of Texas
Industry Information Technology and Services
Experience
State of Texas December 2006 - Present
Life In the Word Ministries May 1999 - April 2004
A.G. Edwards May 1997 - June 1998
U.S. Government September 1985 - May 1997
Skills
Customer Service, PowerPoint, English, Research, Outlook, Public Speaking, Strategic Planning, Budgets, MS Office 2013, MS Project, Windows 8, Educator, Visio
Education
Missouri Baptist University 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
University of Missouri 1974 — 1976
State of Texas December 2006 - Present
Life In the Word Ministries May 1999 - April 2004
A.G. Edwards May 1997 - June 1998
U.S. Government September 1985 - May 1997
Skills
Customer Service, PowerPoint, English, Research, Outlook, Public Speaking, Strategic Planning, Budgets, MS Office 2013, MS Project, Windows 8, Educator, Visio
Education
Missouri Baptist University 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
University of Missouri 1974 — 1976
Greg Sherman's A.G. Edwards Experience July 2006 - October 2007
Job Engagement Manager at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles April 2015 - Present
Heidrick & Struggles September 2012 - March 2015
MillerCoors June 2011 - August 2011
The Walt Disney Company January 2008 - January 2010
A.G. Edwards July 2006 - October 2007
TheRealRetro September 2004 - May 2006
Skills
Mergers, Business Development, Cross-functional Team..., Strategic Planning, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Venture Capital, Investment Banking, Strategy, Business Strategy, Competitive Analysis, Capital Markets, Executive Search, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management and Organizations & Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance, Accounting
Heidrick & Struggles April 2015 - Present
Heidrick & Struggles September 2012 - March 2015
MillerCoors June 2011 - August 2011
The Walt Disney Company January 2008 - January 2010
A.G. Edwards July 2006 - October 2007
TheRealRetro September 2004 - May 2006
Skills
Mergers, Business Development, Cross-functional Team..., Strategic Planning, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Venture Capital, Investment Banking, Strategy, Business Strategy, Competitive Analysis, Capital Markets, Executive Search, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management and Organizations & Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance, Accounting
Laura Sei's A.G. Edwards Experience 1995 - 2000
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
Edward Jones April 2000 - April 2015
A.G. Edwards 1995 - 2000
Skills
Series 24, Series 7, Series 63
Education
Rockhurst College 1992 — 1994
Bachelor of Science (BS), Business Economics
University of Missouri-Columbia 1989 — 1991
Edward Jones April 2015 - Present
Edward Jones April 2000 - April 2015
A.G. Edwards 1995 - 2000
Skills
Series 24, Series 7, Series 63
Education
Rockhurst College 1992 — 1994
Bachelor of Science (BS), Business Economics
University of Missouri-Columbia 1989 — 1991
Phil Blankenburg's A.G. Edwards Experience 1973 - 2006
Job Retired VP AG Edwards
Industry Financial Services
Experience
A.G. Edwards 1973 - 2006
Education
Millikin University
A.G. Edwards 1973 - 2006
Education
Millikin University
Andrea Cosmano's A.G. Edwards Experience 1992 - 1994
Job Associate Vice President/Trust Officer at Stifel Trust Company
Industry Financial Services
Experience
Stifel Trust Company October 2013 - Present
Moneta Group June 2011 - October 2013
Moneta Group 2006 - 2011
Commerce Trust Company 2001 - April 2006
A.G. Edwards Trust Company 1999 - 2001
A.G. Edwards Trust Company 1997 - 1999
Boatmen's Trust Company (acquired by Bank of America) 1996 - 1997
A.G. Edwards Trust Company 1994 - 1996
A.G. Edwards 1992 - 1994
Skills
Accounting, Process Improvement, Banking, Project Management, Financial Analysis, Portfolio Management, Asset Managment, Investments, Strategic Financial..., Asset Management
Education
North Central College
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Finance
Stifel Trust Company October 2013 - Present
Moneta Group June 2011 - October 2013
Moneta Group 2006 - 2011
Commerce Trust Company 2001 - April 2006
A.G. Edwards Trust Company 1999 - 2001
A.G. Edwards Trust Company 1997 - 1999
Boatmen's Trust Company (acquired by Bank of America) 1996 - 1997
A.G. Edwards Trust Company 1994 - 1996
A.G. Edwards 1992 - 1994
Skills
Accounting, Process Improvement, Banking, Project Management, Financial Analysis, Portfolio Management, Asset Managment, Investments, Strategic Financial..., Asset Management
Education
North Central College
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Finance
Ronald Waseleski's A.G. Edwards Experience November 2001 - March 2009
Job Investment Advisor Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2009 - Present
A.G. Edwards November 2001 - March 2009
Morgan Stanley February 1988 - November 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Series 63, Strategic Financial..., Securities, Fixed Annuities, Asset Allocation, 401k, Estate Planning, Portfolio Management
Education
Rider University
Bachelor of Science (B.S.), Accounting and Marketing
American Portfolios March 2009 - Present
A.G. Edwards November 2001 - March 2009
Morgan Stanley February 1988 - November 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Series 63, Strategic Financial..., Securities, Fixed Annuities, Asset Allocation, 401k, Estate Planning, Portfolio Management
Education
Rider University
Bachelor of Science (B.S.), Accounting and Marketing
Daniel McShea's A.G. Edwards Experience June 1990 - September 2009
Job Vice President at Westport Resources
Industry Financial Services
Experience
Westport Resources June 2012 - Present
Wells Fargo Advisors September 2009 - March 2011
A.G. Edwards June 1990 - September 2009
Skills
Wealth Management, Series 63, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Portfolio Management, 401k, Equities, Investment Advisory, Investments, Asset Management, Insurance, Financial Analysis, Credit, Banking
Education
Niagara University 1966 — 1970
Bachelor of Science (BS) Commerce, Business Administration and Management, General
Utica free Academy--High School
Westport Resources June 2012 - Present
Wells Fargo Advisors September 2009 - March 2011
A.G. Edwards June 1990 - September 2009
Skills
Wealth Management, Series 63, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Portfolio Management, 401k, Equities, Investment Advisory, Investments, Asset Management, Insurance, Financial Analysis, Credit, Banking
Education
Niagara University 1966 — 1970
Bachelor of Science (BS) Commerce, Business Administration and Management, General
Utica free Academy--High School
Frank Black's A.G. Edwards Experience July 1988 - July 1990
Job CEOCCO at Southeast Investments, N.C., Inc
Industry Financial Services
Experience
Southeast Investments, N.C., Inc July 1997 - Present
Robert Thomas Securities July 1990 - July 1997
A.G. Edwards July 1988 - July 1990
J.C. Bradford July 1980 - July 1988
EF Hutton January 1978 - July 1980
Merrill lynch January 1971 - 1978
Oldsmbile Division of General Mtors July 1965 - August 1969
U.S. Navy April 1960 - April 1964
Skills
Retirement Planning, Financial Services, Management, Accounting, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Wealth Management, Entrepreneurship, Human Resources, Securities, Financial Analysis, Executive Management, Retirement, Mutual Funds
Education
Michigan State University 1965 — 1969
Bachelor of Science (BS), Social Sciences
ROCK HILL HIGH SCHOOL
HIGH SCHOOL EDUCATION, General Studies
Southeast Investments, N.C., Inc July 1997 - Present
Robert Thomas Securities July 1990 - July 1997
A.G. Edwards July 1988 - July 1990
J.C. Bradford July 1980 - July 1988
EF Hutton January 1978 - July 1980
Merrill lynch January 1971 - 1978
Oldsmbile Division of General Mtors July 1965 - August 1969
U.S. Navy April 1960 - April 1964
Skills
Retirement Planning, Financial Services, Management, Accounting, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Wealth Management, Entrepreneurship, Human Resources, Securities, Financial Analysis, Executive Management, Retirement, Mutual Funds
Education
Michigan State University 1965 — 1969
Bachelor of Science (BS), Social Sciences
ROCK HILL HIGH SCHOOL
HIGH SCHOOL EDUCATION, General Studies
Joseph Beckerle's A.G. Edwards Experience February 1999 - August 2005
Job Vice President & Controller at Patriot Coal Corporation
Industry Mining & Metals
Experience
Patriot Coal Corporation January 2013 - Present
Foresight Energy August 2011 - June 2012
International Coal Group August 2005 - August 2011
A.G. Edwards February 1999 - August 2005
Deloitte November 1993 - February 1999
Education
Missouri State University 1980 — 1985
Bachelor's Degree, Accounting
Patriot Coal Corporation January 2013 - Present
Foresight Energy August 2011 - June 2012
International Coal Group August 2005 - August 2011
A.G. Edwards February 1999 - August 2005
Deloitte November 1993 - February 1999
Education
Missouri State University 1980 — 1985
Bachelor's Degree, Accounting
Clint Coleman's A.G. Edwards Experience June 1986 - September 1995
Job Financial Advisor Canby, Oregon
Industry Financial Services
Experience
LPL Financial December 2007 - Present
Edward Jones September 1995 - December 2007
A.G. Edwards June 1986 - September 1995
Education
Portland Community College
LPL Financial December 2007 - Present
Edward Jones September 1995 - December 2007
A.G. Edwards June 1986 - September 1995
Education
Portland Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.