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
Basia Najarro, MBA Basia Najarro, MBA's A.G. Edwards Experience January 2001 - May 2003
Job Business Director, Division of Medical Education
Industry Education Management
Experience
Washington University School of Medicine April 2010 - Present
Washington University School of Medicine August 2010 - October 2014
Chase Park Plaza September 2007 - April 2010
Chase Park Plaza January 2004 - September 2007
Starlight Roof at the Chase / The Coronado June 2003 - January 2004
Bar Italia Ristorante May 1999 - August 2003
A.G. Edwards January 2001 - May 2003
Skills
Budgeting, Event Management, Promotions, Research, Special Events, Conferences, Event Planning, Public Relations, Customer Service, Social Media, Microsoft Office, Customer Relations, Marketing Strategy, Fundraising, Account Management, Strategic Planning, Excel, Word, Public Speaking, Writing, PowerPoint, Negotiation, New Business Development, Problem Solving, Editing, Supervisory Skills, Hiring, Contract Negotiations, Advertising, Planning, Sales Management, Purchasing, Team Building, Budget Management, Marketing Communications, Administration, Microsoft Excel, Events, Budgets, Hospitality, Leadership, Customer Satisfaction, Sales, Social Networking, Strategic Partnerships, Data Analysis, Leadership Development, Project Planning, Nonprofits, Community Outreach
Education
Webster University 2003 — 2006
MBA, Business Administration and Marketing
University of Missouri-Saint Louis 2001 — 2003
BS, Business Administration, Marketing, Organizational Behavior
Truman State University 1999 — 2001
BS, Business Administration
Nerinx Hall High School 1995 — 1999
High School, HS Education
Washington University School of Medicine April 2010 - Present
Washington University School of Medicine August 2010 - October 2014
Chase Park Plaza September 2007 - April 2010
Chase Park Plaza January 2004 - September 2007
Starlight Roof at the Chase / The Coronado June 2003 - January 2004
Bar Italia Ristorante May 1999 - August 2003
A.G. Edwards January 2001 - May 2003
Skills
Budgeting, Event Management, Promotions, Research, Special Events, Conferences, Event Planning, Public Relations, Customer Service, Social Media, Microsoft Office, Customer Relations, Marketing Strategy, Fundraising, Account Management, Strategic Planning, Excel, Word, Public Speaking, Writing, PowerPoint, Negotiation, New Business Development, Problem Solving, Editing, Supervisory Skills, Hiring, Contract Negotiations, Advertising, Planning, Sales Management, Purchasing, Team Building, Budget Management, Marketing Communications, Administration, Microsoft Excel, Events, Budgets, Hospitality, Leadership, Customer Satisfaction, Sales, Social Networking, Strategic Partnerships, Data Analysis, Leadership Development, Project Planning, Nonprofits, Community Outreach
Education
Webster University 2003 — 2006
MBA, Business Administration and Marketing
University of Missouri-Saint Louis 2001 — 2003
BS, Business Administration, Marketing, Organizational Behavior
Truman State University 1999 — 2001
BS, Business Administration
Nerinx Hall High School 1995 — 1999
High School, HS Education
Randy Sternke Randy Sternke's A.G. Edwards Experience February 2004 - July 2006
Job Founder, CTO & CFO at Hinted
Industry Financial Services
Experience
Hinted Labs, Inc. July 2014 - Present
Finuvo LLC September 2012 - Present
RS Investments August 2009 - September 2012
Merrill Lynch July 2006 - March 2009
A.G. Edwards February 2004 - July 2006
Skills
Equities, Equity Research, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Capital Markets, Alternative Investments, Bloomberg, Strategic Thinking, Fixed Income, Asset Management, Investments, Due Diligence, Mutual Funds, Private Equity, Portfolio Management, Asset Allocation, Investment Banking, Equity Valuation, iOS development, Web Development, Objective-C, PHP, SQL, Ruby on Rails, JavaScript, Finance, iOS Development, Financial Planning
Education
Stanford University 2013 — 2014
Graduate School of Business, Sloan Fellow
University of Missouri-Columbia 2000 — 2003
BSBA, Finance
Hinted Labs, Inc. July 2014 - Present
Finuvo LLC September 2012 - Present
RS Investments August 2009 - September 2012
Merrill Lynch July 2006 - March 2009
A.G. Edwards February 2004 - July 2006
Skills
Equities, Equity Research, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Capital Markets, Alternative Investments, Bloomberg, Strategic Thinking, Fixed Income, Asset Management, Investments, Due Diligence, Mutual Funds, Private Equity, Portfolio Management, Asset Allocation, Investment Banking, Equity Valuation, iOS development, Web Development, Objective-C, PHP, SQL, Ruby on Rails, JavaScript, Finance, iOS Development, Financial Planning
Education
Stanford University 2013 — 2014
Graduate School of Business, Sloan Fellow
University of Missouri-Columbia 2000 — 2003
BSBA, Finance
Richard Pomplun Richard Pomplun's A.G. Edwards Experience June 2002 - June 2005
Job Assistant General Manager at Manheim BaltimoreWashington
Industry Automotive
Experience
Manheim August 2015 - Present
Manheim November 2013 - August 2015
Cox Communications October 2012 - November 2013
Cox Communications January 2011 - October 2012
Cox Communications July 2008 - January 2011
Cox Communications July 2007 - July 2008
Cox Communications May 2006 - July 2007
Organics Unlimited May 2005 - May 2006
A.G. Edwards June 2002 - June 2005
Skills
Advanced Financial..., Microsoft Office, Leadership, Financial Modeling, Forecasting, Management, Analysis, Budgets, Operations Management, Auditing, Risk Management, Financial Analysis, Program Management, PowerPoint, Outlook, Strategic Planning, Business Development, Sales, Telecommunications, Strategy, Pricing, Variance Analysis, Corporate Finance, Six Sigma, Sales Operations
Education
University of California, San Diego 2001 — 2006
Bachelor of Science, Management Science
Manheim August 2015 - Present
Manheim November 2013 - August 2015
Cox Communications October 2012 - November 2013
Cox Communications January 2011 - October 2012
Cox Communications July 2008 - January 2011
Cox Communications July 2007 - July 2008
Cox Communications May 2006 - July 2007
Organics Unlimited May 2005 - May 2006
A.G. Edwards June 2002 - June 2005
Skills
Advanced Financial..., Microsoft Office, Leadership, Financial Modeling, Forecasting, Management, Analysis, Budgets, Operations Management, Auditing, Risk Management, Financial Analysis, Program Management, PowerPoint, Outlook, Strategic Planning, Business Development, Sales, Telecommunications, Strategy, Pricing, Variance Analysis, Corporate Finance, Six Sigma, Sales Operations
Education
University of California, San Diego 2001 — 2006
Bachelor of Science, Management Science
Bruce Fenger Bruce Fenger's A.G. Edwards Experience June 2006 - July 2008
Job Senior Sales & Leasing Associate at Keeler Motor Car Company
Industry Automotive
Experience
Keeler Motor Car Company March 1982 - Present
A.G. Edwards June 2006 - July 2008
Keis Distributors Inc July 1980 - March 1982
Skills
Sales, Customer Retention, Automotive, Marketing, Customer Satisfaction, Account Management, Customer Service, Automobile, New Business Development, Marketing Strategy, Automotive Aftermarket, Vehicles, Purchasing
Education
SUNY Albany 1968 — 1970
Psychology, Behavioral Psychology, 3.4
SUNY at New Paltz 1965 — 1967
Bachelor of Arts (B.A.), Sociology, *
Bishop Gibbons High School
High School, High School/Secondary Diplomas and Certificates
Keeler Motor Car Company March 1982 - Present
A.G. Edwards June 2006 - July 2008
Keis Distributors Inc July 1980 - March 1982
Skills
Sales, Customer Retention, Automotive, Marketing, Customer Satisfaction, Account Management, Customer Service, Automobile, New Business Development, Marketing Strategy, Automotive Aftermarket, Vehicles, Purchasing
Education
SUNY Albany 1968 — 1970
Psychology, Behavioral Psychology, 3.4
SUNY at New Paltz 1965 — 1967
Bachelor of Arts (B.A.), Sociology, *
Bishop Gibbons High School
High School, High School/Secondary Diplomas and Certificates
Corey Chisnell Corey Chisnell's A.G. Edwards Experience May 1997 - June 2000
Job Managing Director, Capital Markets at PRP, LLC
Industry Real Estate
Experience
PRP, LLC 2015 - Present
Ridge Property Trust 2013 - 2015
BMO Capital Markets 2008 - 2013
Stifel, Nicolaus & Company, Inc. (Formerly Legg Mason Wood Walker, Inc.) 2005 - 2008
Moag & Company, LLC (Formerly Sports and Stadium Financing Investment Banking Group at Legg Mason) 2000 - 2005
A.G. Edwards May 1997 - June 2000
Kemper Corporation 1994 - 1995
Gloodt Associates, Inc. 1992 - 1993
Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Due Diligence, Derivatives, Fixed Income, Financial Analysis, Private Placements, Real Estate, IPO, Business Valuation, Securities, Financial Markets, Series 7, M, Equity Capital Markets, Financial Structuring, Real Estate Financing, DCF, Equity Valuation, Commercial Real Estate, Real Estate Development, Private Equity, Acquisitions, Real Estate Economics, Loan Origination, Portfolio Management
Education
The University of Chicago Booth School of Business 1994 — 1997
Master of Business Administration (MBA), Finance & Accounting
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate & Finance
PRP, LLC 2015 - Present
Ridge Property Trust 2013 - 2015
BMO Capital Markets 2008 - 2013
Stifel, Nicolaus & Company, Inc. (Formerly Legg Mason Wood Walker, Inc.) 2005 - 2008
Moag & Company, LLC (Formerly Sports and Stadium Financing Investment Banking Group at Legg Mason) 2000 - 2005
A.G. Edwards May 1997 - June 2000
Kemper Corporation 1994 - 1995
Gloodt Associates, Inc. 1992 - 1993
Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Due Diligence, Derivatives, Fixed Income, Financial Analysis, Private Placements, Real Estate, IPO, Business Valuation, Securities, Financial Markets, Series 7, M, Equity Capital Markets, Financial Structuring, Real Estate Financing, DCF, Equity Valuation, Commercial Real Estate, Real Estate Development, Private Equity, Acquisitions, Real Estate Economics, Loan Origination, Portfolio Management
Education
The University of Chicago Booth School of Business 1994 — 1997
Master of Business Administration (MBA), Finance & Accounting
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate & Finance
Mark Palios, CFP® Mark Palios, CFP®'s A.G. Edwards Experience January 1994 - August 2008
Job Financial Planner with 20 years of experience
Industry Financial Services
Experience
Raymond James Financial Inc. August 2008 - Present
A.G. Edwards January 1994 - August 2008
Skills
Investments, Securities, Series 63, Retirement, Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, Series 7, Asset Allocation, Mutual Funds
Education
SUNY Albany
Raymond James Financial Inc. August 2008 - Present
A.G. Edwards January 1994 - August 2008
Skills
Investments, Securities, Series 63, Retirement, Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, Series 7, Asset Allocation, Mutual Funds
Education
SUNY Albany
Price Ebert's A.G. Edwards Experience August 2006 - May 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
A.G. Edwards August 2006 - May 2008
FAME Ranch May 1989 - February 2005
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Mutual Funds, Retirement, Saving for Education, IRAs, 529 Plans, Wealth Management..., Series 65, College Savings Plans, Roth IRA, Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Management
Education
Southwest Texas State University 1975 — 1981
Psychology, Public Relations and Advertising
Merrill Lynch May 2008 - Present
A.G. Edwards August 2006 - May 2008
FAME Ranch May 1989 - February 2005
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Mutual Funds, Retirement, Saving for Education, IRAs, 529 Plans, Wealth Management..., Series 65, College Savings Plans, Roth IRA, Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Management
Education
Southwest Texas State University 1975 — 1981
Psychology, Public Relations and Advertising
James Russo's A.G. Edwards Experience 2003 - 2005
Job Northeast Regional Field Marketing Manager at KIND
Industry Food & Beverages
Experience
KIND July 2014 - Present
KIND June 2011 - July 2014
Adina For Life November 2009 - June 2011
ION Marketing November 2007 - September 2009
Beach Tennis USA December 2005 - November 2007
Stoked Mentoring, Inc 2005 - 2006
A.G. Edwards 2003 - 2005
SoBe Beverages 2001 - 2003
Skills
Leadership, Marketing, Management, Marketing Strategy, Budgets, Event Management, Event Planning, Social Media, Account Management, New Business Development, Strategic Planning, Sales, Project Management, Start-ups, Business Strategy, Social Networking, Brand Development, Marketing Management, Strategic Partnerships, Brand Management, FMCG
Education
The University of Texas at San Antonio 1996 — 2000
Bachelor of Business Administration (BBA), International Management
Villanova University 1994 — 1995
Chemical Engineering
KIND July 2014 - Present
KIND June 2011 - July 2014
Adina For Life November 2009 - June 2011
ION Marketing November 2007 - September 2009
Beach Tennis USA December 2005 - November 2007
Stoked Mentoring, Inc 2005 - 2006
A.G. Edwards 2003 - 2005
SoBe Beverages 2001 - 2003
Skills
Leadership, Marketing, Management, Marketing Strategy, Budgets, Event Management, Event Planning, Social Media, Account Management, New Business Development, Strategic Planning, Sales, Project Management, Start-ups, Business Strategy, Social Networking, Brand Development, Marketing Management, Strategic Partnerships, Brand Management, FMCG
Education
The University of Texas at San Antonio 1996 — 2000
Bachelor of Business Administration (BBA), International Management
Villanova University 1994 — 1995
Chemical Engineering
Mark Sellan's A.G. Edwards Experience August 1999 - August 2000
Job Head of Library Technology Services
Industry Higher Education
Experience
Washington University in St. Louis July 2015 - Present
Washington University in St. Louis November 2013 - Present
St. Louis Community College October 2000 - October 2013
Washington University in St. Louis April 2007 - November 2007
A.G. Edwards August 1999 - August 2000
St. Louis Community College October 1995 - August 1998
Missouri Library Network Corporation July 1993 - October 1995
OCLC January 1991 - July 1993
CompuServe July 1990 - January 1991
Skills
Systems Analysis, Technical Documentation, Disaster Recovery, Storage Area Networks, System Architecture, System Administration, Linux, IT Management, Programming, Unix, Training, Project Management, Project Planning, SharePoint, Networking, Windows Server, Higher Education, Troubleshooting, Servers, SAN
Education
The Ohio State University 1985 — 1989
Philosophy
Washington University in St. Louis July 2015 - Present
Washington University in St. Louis November 2013 - Present
St. Louis Community College October 2000 - October 2013
Washington University in St. Louis April 2007 - November 2007
A.G. Edwards August 1999 - August 2000
St. Louis Community College October 1995 - August 1998
Missouri Library Network Corporation July 1993 - October 1995
OCLC January 1991 - July 1993
CompuServe July 1990 - January 1991
Skills
Systems Analysis, Technical Documentation, Disaster Recovery, Storage Area Networks, System Architecture, System Administration, Linux, IT Management, Programming, Unix, Training, Project Management, Project Planning, SharePoint, Networking, Windows Server, Higher Education, Troubleshooting, Servers, SAN
Education
The Ohio State University 1985 — 1989
Philosophy
Ed Ahl's A.G. Edwards Experience 1996 - 1998
Job Exclusive Financial Specialist at Allstate Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans May 2006 - March 2014
Ameriprise Financial Services, Inc. September 1998 - March 2006
A.G. Edwards 1996 - 1998
Skills
Small Business, Fixed Annuities, Wealth Management, Estate Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Series 7, Financial Planning, Insurance, Asset Allocation, Financial Advisory, 401k, Securities, Life Insurance, Investment Strategies, Financial Services, Leadership, IRAs, Portfolio Management, Long Term Care Insurance, Disability Insurance, Strategic Planning, Team Building
Education
Thiel College 1972 — 1973
Thrivent Financial for Lutherans May 2006 - March 2014
Ameriprise Financial Services, Inc. September 1998 - March 2006
A.G. Edwards 1996 - 1998
Skills
Small Business, Fixed Annuities, Wealth Management, Estate Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Series 7, Financial Planning, Insurance, Asset Allocation, Financial Advisory, 401k, Securities, Life Insurance, Investment Strategies, Financial Services, Leadership, IRAs, Portfolio Management, Long Term Care Insurance, Disability Insurance, Strategic Planning, Team Building
Education
Thiel College 1972 — 1973
Andrew G. Laing, CIMA®'s A.G. Edwards Experience May 1993 - January 1999
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
Jon Kelly Jon Kelly's A.G. Edwards Experience September 2007 - December 2007
Job Analytics SaaS Leader at IBM
Industry Information Technology and Services
Experience
IBM September 2015 - Present
IBM January 2015 - Present
IBM April 2013 - December 2014
IBM July 2012 - April 2013
IBM June 2011 - September 2011
A.G. Edwards September 2007 - December 2007
Skills
Sales, Solution Selling, Cloud Computing, Enterprise Software, Social Media, Strategy, DevOps, Challenger, SaaS, Negotiation, Team Leadership, Business Analysis, IT Asset Management, Microsoft Excel, Value Based Selling, Microsoft Word, Social Networking, Process Improvement, PowerPoint, Consulting, Social Selling, Endpoint Security, Mobile Device Management, IT Service Management
Education
The University of Georgia 2007 — 2011
Bachelor of Arts, International Relations and Affairs
Universitat Autònoma de Barcelona 2011 — 2011
International/Global Studies
Riverview High School 2004 — 2007
IBM September 2015 - Present
IBM January 2015 - Present
IBM April 2013 - December 2014
IBM July 2012 - April 2013
IBM June 2011 - September 2011
A.G. Edwards September 2007 - December 2007
Skills
Sales, Solution Selling, Cloud Computing, Enterprise Software, Social Media, Strategy, DevOps, Challenger, SaaS, Negotiation, Team Leadership, Business Analysis, IT Asset Management, Microsoft Excel, Value Based Selling, Microsoft Word, Social Networking, Process Improvement, PowerPoint, Consulting, Social Selling, Endpoint Security, Mobile Device Management, IT Service Management
Education
The University of Georgia 2007 — 2011
Bachelor of Arts, International Relations and Affairs
Universitat Autònoma de Barcelona 2011 — 2011
International/Global Studies
Riverview High School 2004 — 2007
Ryan Wickman, AIF®'s A.G. Edwards Experience March 2005 - November 2007
Job AVP Internal Consulting Desk Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial September 2013 - January 2014
LPL Financial November 2012 - September 2013
LPL Financial January 2011 - September 2013
LPL Financial November 2007 - January 2011
A.G. Edwards March 2005 - November 2007
Skills
Mutual Funds, Annuities, ETFs, Hedge Funds, Private Equity, Financial Advisory, Negotiating Fees, Tactical Asset..., Wealth Management, Investment Advisory, Uniform Combined State..., Retirement Planning, Asset Allocation, Fixed Annuities, Alternative Investments, Securities
Education
University of California, San Diego 2002 — 2006
Bachelor's, Management Science
LPL Financial January 2014 - Present
LPL Financial September 2013 - January 2014
LPL Financial November 2012 - September 2013
LPL Financial January 2011 - September 2013
LPL Financial November 2007 - January 2011
A.G. Edwards March 2005 - November 2007
Skills
Mutual Funds, Annuities, ETFs, Hedge Funds, Private Equity, Financial Advisory, Negotiating Fees, Tactical Asset..., Wealth Management, Investment Advisory, Uniform Combined State..., Retirement Planning, Asset Allocation, Fixed Annuities, Alternative Investments, Securities
Education
University of California, San Diego 2002 — 2006
Bachelor's, Management Science
Meaghan Greene's A.G. Edwards Experience March 2005 - December 2007
Job Channel Marketing Manager
Industry Financial Services
Experience
Victory Capital Management September 2014 - Present
Arapaho Asset Management LLC April 2013 - September 2014
Janus Capital Group October 2010 - April 2013
T Rowe Price December 2007 - October 2010
A.G. Edwards March 2005 - December 2007
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 6, Mutual Funds, Wholesale, Marketing, Presentations, Training, Skilled Communicator, Sales Presentation..., High-Impact Sales..., Building Relationships, Fixed Annuities, Variable Annuities, Series 63, Series 7, Series 6, Equities, Financial Services, Investments, Retirement, Uniform Combined State..., FINRA, Sales Operations, Sales Process, Sales, Alternative Investments, Retirement Planning, Wealth Management, 401k, Separately Managed..., Financial Advisory, ETFs, Securities, CRM, Finance, Colorado Life Insurance
Education
Stanford University 2012 — 2013
Non-Credit Studies, Finance, Successfully Completed as Team Leader
University of Phoenix 2008 — 2012
Bachelor of Science, in Communication with a Concentration in Marketing and Sales
University of Phoenix 2008 — 2010
Associate of Arts In Business
Victory Capital Management September 2014 - Present
Arapaho Asset Management LLC April 2013 - September 2014
Janus Capital Group October 2010 - April 2013
T Rowe Price December 2007 - October 2010
A.G. Edwards March 2005 - December 2007
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 6, Mutual Funds, Wholesale, Marketing, Presentations, Training, Skilled Communicator, Sales Presentation..., High-Impact Sales..., Building Relationships, Fixed Annuities, Variable Annuities, Series 63, Series 7, Series 6, Equities, Financial Services, Investments, Retirement, Uniform Combined State..., FINRA, Sales Operations, Sales Process, Sales, Alternative Investments, Retirement Planning, Wealth Management, 401k, Separately Managed..., Financial Advisory, ETFs, Securities, CRM, Finance, Colorado Life Insurance
Education
Stanford University 2012 — 2013
Non-Credit Studies, Finance, Successfully Completed as Team Leader
University of Phoenix 2008 — 2012
Bachelor of Science, in Communication with a Concentration in Marketing and Sales
University of Phoenix 2008 — 2010
Associate of Arts In Business
William Byers's A.G. Edwards Experience 2005 - 2007
Job Associate Vice President Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2005 - Present
Wachovia Securities Financial Network 2007 - 2008
A.G. Edwards 2005 - 2007
Skills
401k Rollovers, Investments, Retirement Planning, IRAs, Alternative Investments, Options Strategies, Asset Allocation, Mutual Funds, IRA Rollovers, Covered calls, Portfolio Construction, Portfolio Analysis, Portfolio Management
Education
University of Kansas 1971 — 1977
BGS, Business
St Gregory
Wells Fargo Advisors, LLC September 2005 - Present
Wachovia Securities Financial Network 2007 - 2008
A.G. Edwards 2005 - 2007
Skills
401k Rollovers, Investments, Retirement Planning, IRAs, Alternative Investments, Options Strategies, Asset Allocation, Mutual Funds, IRA Rollovers, Covered calls, Portfolio Construction, Portfolio Analysis, Portfolio Management
Education
University of Kansas 1971 — 1977
BGS, Business
St Gregory
Daniel R. Cauley Daniel R. Cauley's A.G. Edwards Experience August 1990 - January 2008
Job Financial Consultant, the Barlotta Cauley Wealth Management Group at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2013 - Present
Wells Fargo Advisors January 2008 - May 2013
United States Air Force 1983 - 2011
A.G. Edwards August 1990 - January 2008
Skills
401k Rollovers, Estate Planning, IRAs, 529 Plans, Annuities, Life and Long Term Care..., Stocks, Bonds, Mutual Fudns, Exchange Traded Funds, Unit Investment Trusts, CDs, Philanthropy
Education
University of Massachusetts, Amherst 1981 — 1983
Bachelor of Arts (B.A.), Political Science
Troy University Dothan
Master of Science (M.S.), International Relations
Benjamin F. Edwards & Co. May 2013 - Present
Wells Fargo Advisors January 2008 - May 2013
United States Air Force 1983 - 2011
A.G. Edwards August 1990 - January 2008
Skills
401k Rollovers, Estate Planning, IRAs, 529 Plans, Annuities, Life and Long Term Care..., Stocks, Bonds, Mutual Fudns, Exchange Traded Funds, Unit Investment Trusts, CDs, Philanthropy
Education
University of Massachusetts, Amherst 1981 — 1983
Bachelor of Arts (B.A.), Political Science
Troy University Dothan
Master of Science (M.S.), International Relations
Gene M. Diederich, CPA, CFP®'s A.G. Edwards Experience February 2005 - October 2007
Job Principal on the Diederich Poling Team
Industry Financial Services
Experience
Moneta Group April 2009 - Present
Wells Fargo Advisors October 2007 - March 2009
A.G. Edwards February 2005 - October 2007
KPMG June 1981 - May 1984
Education
The University of Kansas 1978 — 1981
B.S., Accounting and Business Administration
Salina South High School 1974 — 1977
Moneta Group April 2009 - Present
Wells Fargo Advisors October 2007 - March 2009
A.G. Edwards February 2005 - October 2007
KPMG June 1981 - May 1984
Education
The University of Kansas 1978 — 1981
B.S., Accounting and Business Administration
Salina South High School 1974 — 1977
Herb Sih's A.G. Edwards Experience 2001 - 2009
Job Managing Partner at Think Big Partners
Industry Management Consulting
Experience
Inboun October 2011 - Present
Think Big Partners May 2009 - Present
bizperc September 2010 - December 2013
Think Big Kansas City March 2010 - September 2012
Mariner Private Equity May 2009 - January 2011
Grade Genie January 2007 - December 2009
Clickspeed January 2002 - May 2009
A.G. Edwards 2001 - 2009
Clearvox January 2006 - October 2008
New Economy Consulting Group 2000 - 2003
Skills
Entrepreneurship, Social Media, Start-ups, Social Media Marketing, SEO, Venture Capital, Small Business, Business Development, Email Marketing, Lead Generation, Marketing, Corporate Development, Angel Investing, Online Advertising, New Business Development, Executive Management, Senior Executive..., Innovation, Innovation Development, Product Innovation, Innovation Consulting, Community Development, Community Building, Entrepreneurship..., Entrepreneurship..., Private Equity, Open Innovation, Proof of Concept, Inbound Marketing, Inbound Lead Generation, Public Speaking, Motivational Speaking, Impromptu Speaking, Startup Marketing, Lean Startup, Early-stage Startups, Turnaround Strategy, Turnaround Experience, Business Strategy, Strategic Partnerships, Digital Strategy, Marketing Strategy, Strategic Planning, Product Development, Digital Media, Brand Development, Investments
Education
The University of Kansas 1985 — 1989
BS
Inboun October 2011 - Present
Think Big Partners May 2009 - Present
bizperc September 2010 - December 2013
Think Big Kansas City March 2010 - September 2012
Mariner Private Equity May 2009 - January 2011
Grade Genie January 2007 - December 2009
Clickspeed January 2002 - May 2009
A.G. Edwards 2001 - 2009
Clearvox January 2006 - October 2008
New Economy Consulting Group 2000 - 2003
Skills
Entrepreneurship, Social Media, Start-ups, Social Media Marketing, SEO, Venture Capital, Small Business, Business Development, Email Marketing, Lead Generation, Marketing, Corporate Development, Angel Investing, Online Advertising, New Business Development, Executive Management, Senior Executive..., Innovation, Innovation Development, Product Innovation, Innovation Consulting, Community Development, Community Building, Entrepreneurship..., Entrepreneurship..., Private Equity, Open Innovation, Proof of Concept, Inbound Marketing, Inbound Lead Generation, Public Speaking, Motivational Speaking, Impromptu Speaking, Startup Marketing, Lean Startup, Early-stage Startups, Turnaround Strategy, Turnaround Experience, Business Strategy, Strategic Partnerships, Digital Strategy, Marketing Strategy, Strategic Planning, Product Development, Digital Media, Brand Development, Investments
Education
The University of Kansas 1985 — 1989
BS
Bryan Cohen, CPA Bryan Cohen, CPA's A.G. Edwards Experience September 2004 - December 2004
Job Accountant and Financial Professional
Industry Accounting
Experience
DLR Group March 2010 - Present
WWCOT May 2009 - February 2010
Reznick Group December 2007 - May 2009
RBZ, LLP October 2005 - November 2007
A.G. Edwards September 2004 - December 2004
Skills
Transfer Pricing, Tax, Internal Controls, Accounting, Microsoft Office, Auditing, Financial Statements, CPA, Finance, Financial Reporting, QuickBooks, Management, US GAAP, GAAP, Tax Preparation
Education
University of California, Santa Barbara 2003 — 2005
Business Economics with an emphasis in Accounting, Finance/Accounting
DLR Group March 2010 - Present
WWCOT May 2009 - February 2010
Reznick Group December 2007 - May 2009
RBZ, LLP October 2005 - November 2007
A.G. Edwards September 2004 - December 2004
Skills
Transfer Pricing, Tax, Internal Controls, Accounting, Microsoft Office, Auditing, Financial Statements, CPA, Finance, Financial Reporting, QuickBooks, Management, US GAAP, GAAP, Tax Preparation
Education
University of California, Santa Barbara 2003 — 2005
Business Economics with an emphasis in Accounting, Finance/Accounting
Scott Monroe, CFA Scott Monroe, CFA's A.G. Edwards Experience June 2004 - May 2005
Job
Industry Financial Services
Experience
Fitch Ratings October 2007 - Present
Franklin Templeton Investments June 2005 - October 2007
A.G. Edwards June 2004 - May 2005
Skills
Fixed Income, Debt, Bonds, Investments, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
Bachelor of Science, Business Administration
The University of Edinburgh 2001 — 2002
Education Abroad Program, Business Administration
Fitch Ratings October 2007 - Present
Franklin Templeton Investments June 2005 - October 2007
A.G. Edwards June 2004 - May 2005
Skills
Fixed Income, Debt, Bonds, Investments, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
Bachelor of Science, Business Administration
The University of Edinburgh 2001 — 2002
Education Abroad Program, Business Administration
Anne Catillaz's A.G. Edwards Experience 1994 - 2000
Job Vice President at Sage Rutty & Co. Inc.
Industry Financial Services
Experience
Sage Rutty & Co. Inc. April 2000 - Present
Vistage International July 2008 - Present
A.G. Edwards 1994 - 2000
Skills
Management, Team Building, Team Leadership, Leadership Development, Executive Management, Coaching, New Business Development, Employee Engagement, Strategic Planning, Management Consulting, Leadership, Process Improvement, Executive Coaching, Entrepreneurship, Sales
Education
Saranac Lake High School
State University of New York College at Plattsburgh
Sage Rutty & Co. Inc. April 2000 - Present
Vistage International July 2008 - Present
A.G. Edwards 1994 - 2000
Skills
Management, Team Building, Team Leadership, Leadership Development, Executive Management, Coaching, New Business Development, Employee Engagement, Strategic Planning, Management Consulting, Leadership, Process Improvement, Executive Coaching, Entrepreneurship, Sales
Education
Saranac Lake High School
State University of New York College at Plattsburgh
Patrick Ortman's A.G. Edwards Experience August 2007 - December 2007
Job President and Financial Coach at Ortman Financial Group
Industry Financial Services
Experience
Ortman Financial Group August 2014 - Present
First Command Financial Services March 2010 - August 2014
Akridge May 2009 - March 2010
Akridge December 2007 - December 2008
A.G. Edwards August 2007 - December 2007
Education
The Catholic University of America 2005 — 2009
BSBA, Finance
The American College 2012 — 2015
Financial Planning and Services
Ortman Financial Group August 2014 - Present
First Command Financial Services March 2010 - August 2014
Akridge May 2009 - March 2010
Akridge December 2007 - December 2008
A.G. Edwards August 2007 - December 2007
Education
The Catholic University of America 2005 — 2009
BSBA, Finance
The American College 2012 — 2015
Financial Planning and Services
April C. Shumake, MBA's A.G. Edwards Experience 2005 - 2006
Job Director of Marketing at Influence Health
Industry Hospital & Health Care
Experience
Influence Health (formerly MEDSEEK) March 2014 - Present
MEDSEEK July 2013 - February 2014
MEDSEEK 2011 - July 2013
CareFusion 2006 - 2011
MedMined 2006 - 2006
A.G. Edwards 2005 - 2006
Cherokee Valley Golf Club 2002 - 2005
Skills
Marketing, Event Management, Product Marketing, Healthcare Information..., Sales Support Tools, Event Planning, Public Relations, Marketing Strategy, Healthcare, Business Development, Building Relationships, Market Research, Consulting, Leadership, Hospitality Management, Strategic Planning, Strategic Communications, Healthcare Industry, Hospitality Consulting, Project Management, Marketing Communications, Process Improvement, Client Education, Team Leadership, Sales Process, Social Media Marketing, Collaboration, Non-profit Volunteer, Volunteer Recruiting, Volunteer Management, Community Development, Community Service, Community Outreach, Travel Management, Healthcare Consulting, Consumer Healthcare, Healthcare Analytics, People-oriented, Cross-functional Team..., Youth Ministry, Group Leadership, Health Education, Business Strategy, Business Intelligence..., Corporate Events, Private Events, Strategy, Social Media, Product Launch, Trade Shows
Education
University of Alabama at Birmingham
MBA, Business & Marketing
University of Mississippi
Bachelor of Science, Hospitality Management & Business
Olive Branch High School
Influence Health (formerly MEDSEEK) March 2014 - Present
MEDSEEK July 2013 - February 2014
MEDSEEK 2011 - July 2013
CareFusion 2006 - 2011
MedMined 2006 - 2006
A.G. Edwards 2005 - 2006
Cherokee Valley Golf Club 2002 - 2005
Skills
Marketing, Event Management, Product Marketing, Healthcare Information..., Sales Support Tools, Event Planning, Public Relations, Marketing Strategy, Healthcare, Business Development, Building Relationships, Market Research, Consulting, Leadership, Hospitality Management, Strategic Planning, Strategic Communications, Healthcare Industry, Hospitality Consulting, Project Management, Marketing Communications, Process Improvement, Client Education, Team Leadership, Sales Process, Social Media Marketing, Collaboration, Non-profit Volunteer, Volunteer Recruiting, Volunteer Management, Community Development, Community Service, Community Outreach, Travel Management, Healthcare Consulting, Consumer Healthcare, Healthcare Analytics, People-oriented, Cross-functional Team..., Youth Ministry, Group Leadership, Health Education, Business Strategy, Business Intelligence..., Corporate Events, Private Events, Strategy, Social Media, Product Launch, Trade Shows
Education
University of Alabama at Birmingham
MBA, Business & Marketing
University of Mississippi
Bachelor of Science, Hospitality Management & Business
Olive Branch High School
Joseph Lifschutz Joseph Lifschutz's A.G. Edwards Experience May 2007 - August 2007
Job CoFounder @ Ice Cream Lab
Industry Management Consulting
Experience
Ice Cream Lab November 2012 - Present
Mercer Human Resource Consulting June 2009 - Present
A2 Venture Partners November 2007 - June 2009
A.G. Edwards May 2007 - August 2007
Skills
Employee Benefits, Health Insurance, Financial Modeling, Disability Insurance, Financial Analysis, Benefits Administration, Mergers, Insurance, Risk Management, Life Insurance, Data Analysis, Finance, Mergers & Acquisitions, Strategic Planning
Education
University of California, Los Angeles 2005 — 2009
BA, Economics, Public Policy
UCLA Extension
Finance
Ice Cream Lab November 2012 - Present
Mercer Human Resource Consulting June 2009 - Present
A2 Venture Partners November 2007 - June 2009
A.G. Edwards May 2007 - August 2007
Skills
Employee Benefits, Health Insurance, Financial Modeling, Disability Insurance, Financial Analysis, Benefits Administration, Mergers, Insurance, Risk Management, Life Insurance, Data Analysis, Finance, Mergers & Acquisitions, Strategic Planning
Education
University of California, Los Angeles 2005 — 2009
BA, Economics, Public Policy
UCLA Extension
Finance
Corinne Salera Corinne Salera's A.G. Edwards Experience November 2006 - June 2007
Job Investment Advisor at Bell Investment Advisors, Inc.
Industry Investment Management
Experience
Bell Investment Advisors, Inc. January 2015 - Present
Bell Investment Advisors, Inc. December 2011 - January 2015
Atherton Lane Advisers, LLC March 2008 - December 2011
Thomson Reuters July 2007 - March 2008
A.G. Edwards November 2006 - June 2007
Skills
Investments, Financial Analysis, Investment Management, Financial Planning, Qualified Retirement..., Portfolio Management, Equities, Fixed Income
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science, Financial Mathematics and Statistics
Bell Investment Advisors, Inc. January 2015 - Present
Bell Investment Advisors, Inc. December 2011 - January 2015
Atherton Lane Advisers, LLC March 2008 - December 2011
Thomson Reuters July 2007 - March 2008
A.G. Edwards November 2006 - June 2007
Skills
Investments, Financial Analysis, Investment Management, Financial Planning, Qualified Retirement..., Portfolio Management, Equities, Fixed Income
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science, Financial Mathematics and Statistics
Steve Setzer Steve Setzer's A.G. Edwards Experience September 2003 - November 2003
Job Product management, marketing technologies, web analytics & testing.
Industry Internet
Experience
FTD Companies, Inc. January 2015 - Present
Provide Commerce December 2013 - December 2014
Provide Commerce September 2012 - December 2013
Provide Commerce January 2011 - August 2012
Provide Commerce October 2008 - December 2010
College Loan Corporation October 2005 - October 2008
Ameranth November 2003 - March 2004
A.G. Edwards September 2003 - November 2003
Skills
Web Analytics, Omniture, A/B testing, Cognos, Microsoft Excel, Segmentation, Multivariate Testing, Business Intelligence, Conversion Optimization, Web Marketing, Data Analysis, Access, Microsoft SQL Server, Marketing, Analysis, Forecasting, Mobile Devices, SPSS, Cross-functional Team..., Data Science, SQL Server, Excel, Discover, Netezza, MS Office Suite, Campaign Optimization, OpinionLab, Tealeaf, R, SAS, Microsoft Office, Online Marketing
Education
UCSD Rady School of Management 2011 — 2014
MBA
Stanford University Graduate School of Business 2004 — 2004
University of California, San Diego 2001 — 2005
BA, Economics
FTD Companies, Inc. January 2015 - Present
Provide Commerce December 2013 - December 2014
Provide Commerce September 2012 - December 2013
Provide Commerce January 2011 - August 2012
Provide Commerce October 2008 - December 2010
College Loan Corporation October 2005 - October 2008
Ameranth November 2003 - March 2004
A.G. Edwards September 2003 - November 2003
Skills
Web Analytics, Omniture, A/B testing, Cognos, Microsoft Excel, Segmentation, Multivariate Testing, Business Intelligence, Conversion Optimization, Web Marketing, Data Analysis, Access, Microsoft SQL Server, Marketing, Analysis, Forecasting, Mobile Devices, SPSS, Cross-functional Team..., Data Science, SQL Server, Excel, Discover, Netezza, MS Office Suite, Campaign Optimization, OpinionLab, Tealeaf, R, SAS, Microsoft Office, Online Marketing
Education
UCSD Rady School of Management 2011 — 2014
MBA
Stanford University Graduate School of Business 2004 — 2004
University of California, San Diego 2001 — 2005
BA, Economics
Matthew Reckamp's A.G. Edwards Experience November 1996 - March 2006
Job Investment Manager Researcher at Mercer Investments
Industry Investment Management
Experience
Mercer Investments May 2014 - Present
Mercer - Investments January 2011 - May 2014
Hammond Associates April 2006 - December 2010
A.G. Edwards November 1996 - March 2006
Skills
Investments, Research, Equities, Management, Communication, Teaching, Product Specialists, Economics, Budgets, Analytics, Finance, Investment Advisory, Equity Valuation, Institutional..., Data Analysis, Analysis, Financial Analysis, Wealth Management, Due Diligence, Financial Services, Leadership, Securities, Series 63
Education
Washington University in St. Louis 1989 — 1991
Master of Business Administration (MBA), Marketing Research
St. Mary's University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Mercer Investments May 2014 - Present
Mercer - Investments January 2011 - May 2014
Hammond Associates April 2006 - December 2010
A.G. Edwards November 1996 - March 2006
Skills
Investments, Research, Equities, Management, Communication, Teaching, Product Specialists, Economics, Budgets, Analytics, Finance, Investment Advisory, Equity Valuation, Institutional..., Data Analysis, Analysis, Financial Analysis, Wealth Management, Due Diligence, Financial Services, Leadership, Securities, Series 63
Education
Washington University in St. Louis 1989 — 1991
Master of Business Administration (MBA), Marketing Research
St. Mary's University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Pasquale Russo Pasquale Russo's A.G. Edwards Experience January 2002 - June 2007
Job LPL Financial Advisor at Russo Financial Management
Industry Financial Services
Experience
Russo Financial Management July 2007 - Present
A.G. Edwards January 2002 - June 2007
Merrill Lynch April 1999 - December 2001
Fidelity Investments December 1996 - March 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, 401k, Finance, Financial Services, Securities, Small Business, Defined Benefit, Strategy, Personal Finance, Portfolio Management, Financial Analysis, Series 7, Series 63, Strategic Planning, 401k Rollovers, Wealth Management, Marketing Strategy, Marketing, Sales Management, Series 65, Sales, Team Building
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Business Management
Newton North HS 1987 — 1991
Russo Financial Management July 2007 - Present
A.G. Edwards January 2002 - June 2007
Merrill Lynch April 1999 - December 2001
Fidelity Investments December 1996 - March 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, 401k, Finance, Financial Services, Securities, Small Business, Defined Benefit, Strategy, Personal Finance, Portfolio Management, Financial Analysis, Series 7, Series 63, Strategic Planning, 401k Rollovers, Wealth Management, Marketing Strategy, Marketing, Sales Management, Series 65, Sales, Team Building
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Business Management
Newton North HS 1987 — 1991
Zachary Pedigo, CFA Zachary Pedigo, CFA's A.G. Edwards Experience 2004 - 2007
Job Vice President, Investment Portfolio Manager at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank August 2014 - Present
U.S. Trust April 2008 - August 2014
A.G. Edwards 2004 - 2007
YieldQuest Investment Group 2003 - 2004
Robert W. Baird & Co. 2001 - 2003
Skills
Investments, Portfolio Management, Asset Allocation, Finance, Asset Management
Education
The University of Georgia 1995 — 2000
Bachelor of Science (BS), Psychology
CFA Institute
CFA Charterholder
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist (AAMS)
SunTrust Bank August 2014 - Present
U.S. Trust April 2008 - August 2014
A.G. Edwards 2004 - 2007
YieldQuest Investment Group 2003 - 2004
Robert W. Baird & Co. 2001 - 2003
Skills
Investments, Portfolio Management, Asset Allocation, Finance, Asset Management
Education
The University of Georgia 1995 — 2000
Bachelor of Science (BS), Psychology
CFA Institute
CFA Charterholder
College for Financial Planning 2004 — 2005
Accredited Asset Management Specialist (AAMS)
Bill Nelkin CFP®,ChFC®,CASL® Bill Nelkin CFP®,ChFC®,CASL®'s A.G. Edwards Experience March 2005 - March 2007
Job Vice President / Financial Advisor
Industry Financial Services
Experience
First Niagara Bank March 2015 - Present
First Niagara Bank March 2007 - Present
A.G. Edwards March 2005 - March 2007
Cypress Financial Consultants (AXA) March 2003 - March 2005
Citibank January 1996 - January 2003
Skills
Small Business Lending, Loans, Commercial Banking, Credit, Commercial Lending, Retail Banking, Consumer Lending, Cash Management, Branch Banking, Series 7, Series 63, Retirement Planning, Insurance, Credit Cards, Cross Selling, Finance, Lines Of Credit
Education
The American College 2003 — 2009
Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL)
CFP Board of Standards
Certified Financial Planner, Financial Planning and Services
Rochester Institute of Technology 1987 — 1992
Bachelor of Science (B.S.), Finance
First Niagara Bank March 2015 - Present
First Niagara Bank March 2007 - Present
A.G. Edwards March 2005 - March 2007
Cypress Financial Consultants (AXA) March 2003 - March 2005
Citibank January 1996 - January 2003
Skills
Small Business Lending, Loans, Commercial Banking, Credit, Commercial Lending, Retail Banking, Consumer Lending, Cash Management, Branch Banking, Series 7, Series 63, Retirement Planning, Insurance, Credit Cards, Cross Selling, Finance, Lines Of Credit
Education
The American College 2003 — 2009
Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL)
CFP Board of Standards
Certified Financial Planner, Financial Planning and Services
Rochester Institute of Technology 1987 — 1992
Bachelor of Science (B.S.), Finance
Rich Wohlstadter Rich Wohlstadter's A.G. Edwards Experience 1998 - November 2003
Job Storage Administrator at Monsanto
Industry Higher Education
Experience
Washington University in St. Louis November 2003 - Present
Monsanto 2013 - 2013
A.G. Edwards 1998 - November 2003
Husch and Eppenberger February 1995 - 1996
Skills
Linux, Cisco Networking, perl, Network Security, VMware, Perl, High Performance...
Education
Truman State University 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Washington University in St. Louis November 2003 - Present
Monsanto 2013 - 2013
A.G. Edwards 1998 - November 2003
Husch and Eppenberger February 1995 - 1996
Skills
Linux, Cisco Networking, perl, Network Security, VMware, Perl, High Performance...
Education
Truman State University 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Aggalia Ellis Aggalia Ellis's A.G. Edwards Experience July 2003 - August 2004
Job Project Manager
Industry Logistics and Supply Chain
Experience
Nidec Motor Corporation (Formerly EMERSON MOTORS) February 2008 - February 2012
BJC HealthCare 2012 - 2012
Anheuser-Busch May 2007 - February 2008
A.G. Edwards July 2003 - August 2004
Morgan Stanley June 2001 - July 2003
Skills
Business Process, Supply Chain Management, Process Improvement, Agile Project Management, Lean Manufacturing, Six Sigma, User Experience, Purchasing, Cross-functional Team..., Program Management, Microsoft Word, Microsoft Publisher, Microsoft FrontPage, Microsoft Project, SAP, Oracle, Clarity, Microsoft Office..., Groupwise, Microsoft Excel, Microsoft Access, Balsamiq, Microsoft Visio, Microsoft PowerPoint
Education
Washington University in St. Louis 2006 — 2007
Master of Business Administration (MBA), International Business and Eastern Asia
Tongji University 2004 — 2006
Mandarin Chinese, Shanghai, China
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), International Business, Cum Laude
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), International Studies Latin America, Magna Cum Laude
Nidec Motor Corporation (Formerly EMERSON MOTORS) February 2008 - February 2012
BJC HealthCare 2012 - 2012
Anheuser-Busch May 2007 - February 2008
A.G. Edwards July 2003 - August 2004
Morgan Stanley June 2001 - July 2003
Skills
Business Process, Supply Chain Management, Process Improvement, Agile Project Management, Lean Manufacturing, Six Sigma, User Experience, Purchasing, Cross-functional Team..., Program Management, Microsoft Word, Microsoft Publisher, Microsoft FrontPage, Microsoft Project, SAP, Oracle, Clarity, Microsoft Office..., Groupwise, Microsoft Excel, Microsoft Access, Balsamiq, Microsoft Visio, Microsoft PowerPoint
Education
Washington University in St. Louis 2006 — 2007
Master of Business Administration (MBA), International Business and Eastern Asia
Tongji University 2004 — 2006
Mandarin Chinese, Shanghai, China
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), International Business, Cum Laude
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), International Studies Latin America, Magna Cum Laude
Chuck Zimmerman Chuck Zimmerman's A.G. Edwards Experience November 1992 - September 1995
Job Complex Manager at Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
Raymond James September 1992 - December 2005
A.G. Edwards November 1992 - September 1995
Education
The University of Texas at Austin 1974 — 1978
Bachelors of Business Administration (BBA), Petroleum Land Management
The Kinkaid School 1972 — 1974
Raymond James December 2005 - Present
Raymond James September 1992 - December 2005
A.G. Edwards November 1992 - September 1995
Education
The University of Texas at Austin 1974 — 1978
Bachelors of Business Administration (BBA), Petroleum Land Management
The Kinkaid School 1972 — 1974
Jennifer Rogers's A.G. Edwards Experience May 2001 - May 2002
Job Senior Resource Manager at AdamsGabbert
Industry Human Resources
Experience
AdamsGabbert June 2014 - Present
Gabriel Group September 2013 - May 2014
Gabriel Group February 2012 - September 2013
A.G. Edwards May 2001 - May 2002
SCI (Systems Consultants, Inc.) September 1997 - May 2001
Investor's Fiduciary Trust Company May 1996 - March 1997
Skills
Talent Management, Talent Acquisition, Niche Talent Acquisition, Human Resources, Finance, Accounting, Customer Relations, Customer Service, Training, Financial Reporting, Analysis, Financial Statements, Accounts Payable, Account Reconciliation, General Ledger, Financial Accounting, Variance Analysis, Business Analysis, Management Consulting, Consulting, Sourcing, Project Management, Management, Program Management, Strategy, Process Improvement, Leadership, Microsoft Excel, PeopleSoft
Education
Truman State University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Incarnate Word Academy 1988 — 1992
AdamsGabbert June 2014 - Present
Gabriel Group September 2013 - May 2014
Gabriel Group February 2012 - September 2013
A.G. Edwards May 2001 - May 2002
SCI (Systems Consultants, Inc.) September 1997 - May 2001
Investor's Fiduciary Trust Company May 1996 - March 1997
Skills
Talent Management, Talent Acquisition, Niche Talent Acquisition, Human Resources, Finance, Accounting, Customer Relations, Customer Service, Training, Financial Reporting, Analysis, Financial Statements, Accounts Payable, Account Reconciliation, General Ledger, Financial Accounting, Variance Analysis, Business Analysis, Management Consulting, Consulting, Sourcing, Project Management, Management, Program Management, Strategy, Process Improvement, Leadership, Microsoft Excel, PeopleSoft
Education
Truman State University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Incarnate Word Academy 1988 — 1992
Thayer Montague Thayer Montague's A.G. Edwards Experience 1996 - 1999
Job VP Business Development at Advance Health
Industry Hospital & Health Care
Experience
Advance Health December 2013 - Present
Verisk Health June 2011 - December 2013
WellPoint October 2010 - June 2011
WellPoint June 2009 - October 2010
Circuit City January 2004 - March 2009
PowerPact 2002 - 2003
A.G. Edwards 1996 - 1999
Skills
Project Planning, Marketing Communications, Copywriting, Direct Marketing, Advertising, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Leadership, Brand Management, B2B, Integrated Marketing, Management, Product Development, Sales
Education
The Creative Circus 1999 — 2001
Copywriting
University of Virginia 1992 — 1996
BA, English
McCallie School 1986 — 1992
Advance Health December 2013 - Present
Verisk Health June 2011 - December 2013
WellPoint October 2010 - June 2011
WellPoint June 2009 - October 2010
Circuit City January 2004 - March 2009
PowerPact 2002 - 2003
A.G. Edwards 1996 - 1999
Skills
Project Planning, Marketing Communications, Copywriting, Direct Marketing, Advertising, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Leadership, Brand Management, B2B, Integrated Marketing, Management, Product Development, Sales
Education
The Creative Circus 1999 — 2001
Copywriting
University of Virginia 1992 — 1996
BA, English
McCallie School 1986 — 1992
Aashish Sharma's A.G. Edwards Experience September 2006 - July 2007
Job Manager Global HR Analytics and BI at United Technologies
Industry Aviation & Aerospace
Experience
United Technologies February 2013 - Present
United Technologies November 2010 - January 2013
United Technologies August 2007 - October 2010
A.G. Edwards September 2006 - July 2007
Skills
Business Intelligence, Requirements Analysis, Vendor Management, Business Process, Integration, Analysis, Data Warehousing, Data Analysis, Management, Strategy, Analytics, Risk Management, Project Planning, Human Resources, SDLC
Education
Worcester Polytechnic Institute
Master of Business Administration (M.B.A.)
State University of New York Institute of Technology at Utica/Rome
Masters
KDK College of Engineering
Bachelor of Engineering (B.E.)
United Technologies February 2013 - Present
United Technologies November 2010 - January 2013
United Technologies August 2007 - October 2010
A.G. Edwards September 2006 - July 2007
Skills
Business Intelligence, Requirements Analysis, Vendor Management, Business Process, Integration, Analysis, Data Warehousing, Data Analysis, Management, Strategy, Analytics, Risk Management, Project Planning, Human Resources, SDLC
Education
Worcester Polytechnic Institute
Master of Business Administration (M.B.A.)
State University of New York Institute of Technology at Utica/Rome
Masters
KDK College of Engineering
Bachelor of Engineering (B.E.)
Anitra Lee-Cole, MA, PHR, SHRM-CP Anitra Lee-Cole, MA, PHR, SHRM-CP's A.G. Edwards Experience August 1995 - January 1998
Job Manager of Benefits, Payroll, & HRIS at Federal Reserve Bank of St. Louis
Industry Human Resources
Experience
Federal Reserve Bank of St. Louis April 2015 - Present
Covenant House May 2014 - April 2015
St. Joseph Institute for the Deaf March 2008 - April 2014
Emmaus Homes October 2006 - March 2008
Mid-Ohio Regional Planning Commission March 2003 - August 2005
American Cancer Society July 2000 - December 2001
National Church Residences November 1999 - June 2000
Edward Jones February 1998 - May 1999
A.G. Edwards August 1995 - January 1998
Skills
Access, Employee Benefits, Talent Management, Strategic Planning, Personnel Management, Benefits Administration, Deferred Compensation, Executive Coaching, Hiring, Staff Development, Accounting, Leadership Development, Organizational..., Onboarding, Finance, Teamwork, Microsoft Excel, Fundraising, Interviews, Accounts Payable, Financial Analysis, Coaching, Succession Planning, Conflict Resolution, Talent Acquisition, Employee Engagement, Team Building, Workforce Planning, Resume Writing, Employee Training, HRIS, HR Policies, Change Management, Social Media, Time Management, Microsoft Office, PowerPoint, Business Planning, Career Development, Career Counseling, Sourcing, Policy, Employee Relations, Human Resources, Performance Management, Recruiting, Training, Payroll, Leadership, Budgets
Education
Capella University 2012 — 2016
PhD, Organizational & Human Resouces Management
Webster University 2001 — 2003
MA, Business and Organizational Management
University of Missouri-Saint Louis 1996 — 1999
BS, Business Administration and Management, General
University of Central Missouri 1993 — 1995
Business Administration and Management, General
Federal Reserve Bank of St. Louis April 2015 - Present
Covenant House May 2014 - April 2015
St. Joseph Institute for the Deaf March 2008 - April 2014
Emmaus Homes October 2006 - March 2008
Mid-Ohio Regional Planning Commission March 2003 - August 2005
American Cancer Society July 2000 - December 2001
National Church Residences November 1999 - June 2000
Edward Jones February 1998 - May 1999
A.G. Edwards August 1995 - January 1998
Skills
Access, Employee Benefits, Talent Management, Strategic Planning, Personnel Management, Benefits Administration, Deferred Compensation, Executive Coaching, Hiring, Staff Development, Accounting, Leadership Development, Organizational..., Onboarding, Finance, Teamwork, Microsoft Excel, Fundraising, Interviews, Accounts Payable, Financial Analysis, Coaching, Succession Planning, Conflict Resolution, Talent Acquisition, Employee Engagement, Team Building, Workforce Planning, Resume Writing, Employee Training, HRIS, HR Policies, Change Management, Social Media, Time Management, Microsoft Office, PowerPoint, Business Planning, Career Development, Career Counseling, Sourcing, Policy, Employee Relations, Human Resources, Performance Management, Recruiting, Training, Payroll, Leadership, Budgets
Education
Capella University 2012 — 2016
PhD, Organizational & Human Resouces Management
Webster University 2001 — 2003
MA, Business and Organizational Management
University of Missouri-Saint Louis 1996 — 1999
BS, Business Administration and Management, General
University of Central Missouri 1993 — 1995
Business Administration and Management, General
Barbara Johnson Barbara Johnson's A.G. Edwards Experience October 1995 - January 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1996 - Present
A.G. Edwards October 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Public Speaking, Retirement, Finance, Customer Service, Team Building, Fixed Annuities, Marketing
Education
University of Cincinnati College of Business 1988 — 1993
Bachelors Business Administration, Finance/Accounting
Wells Fargo Advisors, LLC 1996 - Present
A.G. Edwards October 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Public Speaking, Retirement, Finance, Customer Service, Team Building, Fixed Annuities, Marketing
Education
University of Cincinnati College of Business 1988 — 1993
Bachelors Business Administration, Finance/Accounting
Brett Plew Brett Plew's A.G. Edwards Experience November 2000 - May 2009
Job Director of New Business
Industry Marketing and Advertising
Experience
Newhall Klein April 2015 - July 2015
EPI Marketing Services March 2012 - April 2015
Raymond James & Associates, Inc June 2009 - November 2011
A.G. Edwards November 2000 - May 2009
RR Donnelley May 1998 - August 2000
UL January 1996 - May 1998
Skills
Project Management, Marketing Strategy, Financial Analysis, Due Diligence, Strategic Planning, Business Development, Sales, Team Building, Leadership, Strategy, Corporate Branding, Technical Support, Website Development
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Engineering (BEng), Civil Engineering
Portage Northern High School 1986 — 1990
Newhall Klein April 2015 - July 2015
EPI Marketing Services March 2012 - April 2015
Raymond James & Associates, Inc June 2009 - November 2011
A.G. Edwards November 2000 - May 2009
RR Donnelley May 1998 - August 2000
UL January 1996 - May 1998
Skills
Project Management, Marketing Strategy, Financial Analysis, Due Diligence, Strategic Planning, Business Development, Sales, Team Building, Leadership, Strategy, Corporate Branding, Technical Support, Website Development
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Engineering (BEng), Civil Engineering
Portage Northern High School 1986 — 1990
Daniel Kiefer Daniel Kiefer's A.G. Edwards Experience July 1991 - July 1993
Job Investment Officer at CalPERS
Industry Financial Services
Tim Lally CCNA, MCDST, MCSA Tim Lally CCNA, MCDST, MCSA's A.G. Edwards Experience November 1999 - September 2000
Job Systems Administrator at Affinion Group
Industry Information Technology and Services
Experience
Affinion Group March 2014 - Present
CSC January 2012 - January 2014
Ingersoll Rand January 2005 - January 2012
Computers Plus, Inc, Jefferson City, MO June 2003 - January 2005
CitiGroup Systems July 2002 - February 2003
Automation Services June 2000 - April 2002
A.G. Edwards November 1999 - September 2000
Best Buy September 1999 - December 1999
Edwin Pepper Interiors October 1998 - September 1999
U.S. Army November 1983 - November 1990
Skills
Cisco IOS, Cisco Routers, System Administration, Windows, Software Documentation, Troubleshooting, Technical Support, XP, Software Installation, Hardware, Windows XP, VPN, Laptops, Windows 7, Printers, Microsoft Office, Customer Service, TCP/IP, Computer Hardware, Operating Systems, Inventory Management, Active Directory, Microsoft Word, ITIL, SharePoint, Information Technology, Symantec Antivirus, IP, Antivirus, Cabling, Purchasing, Help Desk Support, BMC Remedy, Switches, Lotus Notes, Supervisory Skills, Desktop Support, Microsoft Certified..., Networking, Customer Relations, Wireless Networking, Wireless Broadband, Wireless Security, Computer Network..., Computer Science, Computer Proficiency, Computer Maintenance, Remedy Ticketing System, OSI Model, Microsoft Exchange
Education
St. Louis Community College 2008 — 2014
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator, 3.8 gpa
University of Missouri-St 2005 — 2009
Chancellor's Certificate, IT
TechSkills 2006 — 2007
A+, MCP, MCDST, IT
Microhard Technologies 1999 — 2000
Microhard Technologies 1999 — 1999
A+ certification, IS
Affinion Group March 2014 - Present
CSC January 2012 - January 2014
Ingersoll Rand January 2005 - January 2012
Computers Plus, Inc, Jefferson City, MO June 2003 - January 2005
CitiGroup Systems July 2002 - February 2003
Automation Services June 2000 - April 2002
A.G. Edwards November 1999 - September 2000
Best Buy September 1999 - December 1999
Edwin Pepper Interiors October 1998 - September 1999
U.S. Army November 1983 - November 1990
Skills
Cisco IOS, Cisco Routers, System Administration, Windows, Software Documentation, Troubleshooting, Technical Support, XP, Software Installation, Hardware, Windows XP, VPN, Laptops, Windows 7, Printers, Microsoft Office, Customer Service, TCP/IP, Computer Hardware, Operating Systems, Inventory Management, Active Directory, Microsoft Word, ITIL, SharePoint, Information Technology, Symantec Antivirus, IP, Antivirus, Cabling, Purchasing, Help Desk Support, BMC Remedy, Switches, Lotus Notes, Supervisory Skills, Desktop Support, Microsoft Certified..., Networking, Customer Relations, Wireless Networking, Wireless Broadband, Wireless Security, Computer Network..., Computer Science, Computer Proficiency, Computer Maintenance, Remedy Ticketing System, OSI Model, Microsoft Exchange
Education
St. Louis Community College 2008 — 2014
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator, 3.8 gpa
University of Missouri-St 2005 — 2009
Chancellor's Certificate, IT
TechSkills 2006 — 2007
A+, MCP, MCDST, IT
Microhard Technologies 1999 — 2000
Microhard Technologies 1999 — 1999
A+ certification, IS
David Sharek David Sharek's A.G. Edwards Experience January 1999 - November 2002
Job Stock Portfolio Manager Shareks, LLC
Industry Financial Services
Experience
Shareks, LLC January 2008 - Present
Wunderlich Securities November 2002 - January 2008
A.G. Edwards January 1999 - November 2002
Skills
Portfolio Management, Stock Market, Investment Strategies, Stock Research, Stock Picking, Stocks, Investments, Finance, Equity Research, Series 7
Education
SUNY at Buffalo
Bachelor of Business Administration (B.B.A.), Marketing
Shareks, LLC January 2008 - Present
Wunderlich Securities November 2002 - January 2008
A.G. Edwards January 1999 - November 2002
Skills
Portfolio Management, Stock Market, Investment Strategies, Stock Research, Stock Picking, Stocks, Investments, Finance, Equity Research, Series 7
Education
SUNY at Buffalo
Bachelor of Business Administration (B.B.A.), Marketing
Matthew Browning's A.G. Edwards Experience July 1995 - July 2000
Job Chief Operating Officer at Snap Finance
Industry Executive Office
Experience
Snap Finance June 2014 - Present
Rearden d'Anconia May 2012 - Present
Sterne Agee Bank & Trust (in formation) March 2013 - April 2014
Target Bank April 2009 - May 2012
Target Bank July 2007 - April 2009
Target Corporation June 2006 - July 2007
Culligan International (Private Equity Turnaround) April 2005 - April 2006
A.T. Kearney June 2001 - April 2005
A.G. Edwards July 1995 - July 2000
Skills
Strategy, Business Development, Management Consulting, Analysis, Team Leadership, Leadership, Product Development, Banking, Entrepreneurship, Payments, Mobile Payments, Regulatory Affairs, Lobbying, Trade Associations, Strategic Planning, Consulting
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Strategy, Finance, Entrepreneurship
ABA Stonier Graduate School of Banking - University of Pennsylvania 2009 — 2010
University of Southern California 1990 — 1995
BS, Finance
Snap Finance June 2014 - Present
Rearden d'Anconia May 2012 - Present
Sterne Agee Bank & Trust (in formation) March 2013 - April 2014
Target Bank April 2009 - May 2012
Target Bank July 2007 - April 2009
Target Corporation June 2006 - July 2007
Culligan International (Private Equity Turnaround) April 2005 - April 2006
A.T. Kearney June 2001 - April 2005
A.G. Edwards July 1995 - July 2000
Skills
Strategy, Business Development, Management Consulting, Analysis, Team Leadership, Leadership, Product Development, Banking, Entrepreneurship, Payments, Mobile Payments, Regulatory Affairs, Lobbying, Trade Associations, Strategic Planning, Consulting
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Strategy, Finance, Entrepreneurship
ABA Stonier Graduate School of Banking - University of Pennsylvania 2009 — 2010
University of Southern California 1990 — 1995
BS, Finance
Christian Shank Christian Shank's A.G. Edwards Experience 2003 - 2006
Job Vice President at Shank Wealth Management. Securities Offered Through LPL Financial. Member FINRA/SIPC
Industry Financial Services
Experience
Leadership Montgomery County 2010 - Present
Shank Wealth Management January 2006 - Present
Houston Livestock Show and Rodeo January 2004 - Present
A.G. Edwards 2003 - 2006
Education
Texas A&M University
Leadership Montgomery County 2010 - Present
Shank Wealth Management January 2006 - Present
Houston Livestock Show and Rodeo January 2004 - Present
A.G. Edwards 2003 - 2006
Education
Texas A&M University
Brad Crosley Brad Crosley's A.G. Edwards Experience 2001 - 2004
Job Senior Vice President at JLL
Industry Commercial Real Estate
Experience
JLL February 2014 - Present
Jones Lang LaSalle July 2008 - Present
The Staubach Company January 2008 - July 2008
The Ezra Company 2004 - 2008
A.G. Edwards 2001 - 2004
Skills
Real Estate, Due Diligence, Strategic Planning, Contract Negotiation, Portfolio Management, Leases, Financial Analysis, Business Development, Sales, Finance, Marketing Strategy, New Business Development, Tenant Representation, Contract Management, Corporate Real Estate, Disposition, Investments, Transaction Management, Real Estate Development, Asset Management, Real Estate Economics, Brokerage, Lease Negotiations, Tenant, Location Intelligence, Commercial Real Estate, Real Estate Transactions, Investment Sales, Lease Administration
Education
University of Baltimore 1999 — 2000
University of Baltimore
JLL February 2014 - Present
Jones Lang LaSalle July 2008 - Present
The Staubach Company January 2008 - July 2008
The Ezra Company 2004 - 2008
A.G. Edwards 2001 - 2004
Skills
Real Estate, Due Diligence, Strategic Planning, Contract Negotiation, Portfolio Management, Leases, Financial Analysis, Business Development, Sales, Finance, Marketing Strategy, New Business Development, Tenant Representation, Contract Management, Corporate Real Estate, Disposition, Investments, Transaction Management, Real Estate Development, Asset Management, Real Estate Economics, Brokerage, Lease Negotiations, Tenant, Location Intelligence, Commercial Real Estate, Real Estate Transactions, Investment Sales, Lease Administration
Education
University of Baltimore 1999 — 2000
University of Baltimore
David Resnick, CFA David Resnick, CFA's A.G. Edwards Experience April 2006 - October 2006
Job Senior Manager Treasury Trading Desk at Western Union Business Solutions
Industry Financial Services
Experience
Western Union Business Solutions October 2014 - Present
Western Union Business Solutions May 2012 - September 2014
J. Herzog & Sons June 2007 - May 2012
A.G. Edwards April 2006 - October 2006
Skills
FX trading, Derivatives, FX Hedging, Options, Financial Modeling, Valuation, FX Swaps, Financial Analysis, Investments, Trading, FX Derivatives, FX Options
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance
Western Union Business Solutions October 2014 - Present
Western Union Business Solutions May 2012 - September 2014
J. Herzog & Sons June 2007 - May 2012
A.G. Edwards April 2006 - October 2006
Skills
FX trading, Derivatives, FX Hedging, Options, Financial Modeling, Valuation, FX Swaps, Financial Analysis, Investments, Trading, FX Derivatives, FX Options
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance
Konrad Salaber's A.G. Edwards Experience 2002 - 2004
Job Principal at Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners December 2013 - Present
Wind Point Partners August 2010 - December 2013
Wind Point Partners October 2004 - August 2009
A.G. Edwards 2002 - 2004
Skills
Financial Modeling, Private Equity, LBO, Mergers, Valuation, Investment Banking, Due Diligence, Venture Capital, Middle Market, Corporate Finance, Investments, Equities, Corporate Development, Capital, Financial Analysis, Alternative Investments, Leveraged Finance, Divestitures
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics and Strategic Management
Washington University in St. Louis 1998 — 2002
AB & BSBA, English (AB) & Finance/Accounting (BSBA)
Wind Point Partners December 2013 - Present
Wind Point Partners August 2010 - December 2013
Wind Point Partners October 2004 - August 2009
A.G. Edwards 2002 - 2004
Skills
Financial Modeling, Private Equity, LBO, Mergers, Valuation, Investment Banking, Due Diligence, Venture Capital, Middle Market, Corporate Finance, Investments, Equities, Corporate Development, Capital, Financial Analysis, Alternative Investments, Leveraged Finance, Divestitures
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics and Strategic Management
Washington University in St. Louis 1998 — 2002
AB & BSBA, English (AB) & Finance/Accounting (BSBA)
Rock Harris Rock Harris's A.G. Edwards Experience 1999 - 2004
Job Fryolator Trainee, Second Class
Industry Computer Software
Experience
Asynchrony Labs August 2015 - Present
Scottrade May 2009 - August 2015
Engine Yard June 2008 - January 2009
KForce November 2007 - June 2008
Marketing Direct, Inc. February 2006 - September 2007
Kanbay Incorporated April 2004 - May 2005
A.G. Edwards 1999 - 2004
Skills
SQL, Microsoft SQL Server, Oracle, Java, Databases, Perl, Data Warehousing, C++, C, Project Management, Data Analysis, Agile Methodologies, XML, JavaScript, Linux, Software Development, C#, ASP.NET, Web Services, .NET, Web Applications, Apache, Visual Studio, Database Design, Ruby on Rails, WCF, Programming, Ruby, AJAX, jQuery, PostgreSQL, Test Driven Development, SOA, Web Development
Education
United States Naval Academy 1984 — 1988
Bachelor’s Degree, Computer Science, Military Science (killing people)
Asynchrony Labs August 2015 - Present
Scottrade May 2009 - August 2015
Engine Yard June 2008 - January 2009
KForce November 2007 - June 2008
Marketing Direct, Inc. February 2006 - September 2007
Kanbay Incorporated April 2004 - May 2005
A.G. Edwards 1999 - 2004
Skills
SQL, Microsoft SQL Server, Oracle, Java, Databases, Perl, Data Warehousing, C++, C, Project Management, Data Analysis, Agile Methodologies, XML, JavaScript, Linux, Software Development, C#, ASP.NET, Web Services, .NET, Web Applications, Apache, Visual Studio, Database Design, Ruby on Rails, WCF, Programming, Ruby, AJAX, jQuery, PostgreSQL, Test Driven Development, SOA, Web Development
Education
United States Naval Academy 1984 — 1988
Bachelor’s Degree, Computer Science, Military Science (killing people)
Alan Knisley Alan Knisley's A.G. Edwards Experience March 2003 - October 2008
Job Financial Consultant
Industry Financial Services
Experience
RBS Citizens September 2008 - Present
A.G. Edwards March 2003 - October 2008
Education
University of California, Santa Barbara 1972 — 1976
RBS Citizens September 2008 - Present
A.G. Edwards March 2003 - October 2008
Education
University of California, Santa Barbara 1972 — 1976
Josh Fields Josh Fields's A.G. Edwards Experience 1998 - 2003
Job VP at Shepard Walton King Insurance Group
Industry Insurance
Experience
Shepard Walton King Insurance Group June 2003 - Present
A.G. Edwards 1998 - 2003
Skills
Risk Management, Insurance, Professional Liability, Legal Liability, Commercial Insurance, Casualty, Property & Casualty..., Strategic Planning, Process Improvement, Employee Benefits, General Insurance, Health Insurance, Business Analysis, Liability, Vendor Management, Management
Education
Texas A&M University 1993 — 1998
Bachelor of Science (B.S.), Agricultural Economics
Harlingen High School 1990 — 1993
Shepard Walton King Insurance Group June 2003 - Present
A.G. Edwards 1998 - 2003
Skills
Risk Management, Insurance, Professional Liability, Legal Liability, Commercial Insurance, Casualty, Property & Casualty..., Strategic Planning, Process Improvement, Employee Benefits, General Insurance, Health Insurance, Business Analysis, Liability, Vendor Management, Management
Education
Texas A&M University 1993 — 1998
Bachelor of Science (B.S.), Agricultural Economics
Harlingen High School 1990 — 1993
Charlotte Franson Charlotte Franson's A.G. Edwards Experience January 1997 - March 2002
Job Vice President of Building Products and Construction Services at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB November 2010 - Present
Board of Directors at Jefferson Acadamy Charter School June 2009 - June 2012
i58 Network January 2008 - October 2010
IBG Business Services July 2009 - September 2010
A.G. Edwards January 1997 - March 2002
Skills
Mergers, Investments, Business Development, Investment Banking, M&A experience, Capital Formation, Business Services, Strategic Planning, Recapitalizations, Securities, Equities, Financial Analysis, Strategy, Management Consulting, Acquisitions, Marketing, Start-ups, Venture Capital, Corporate Finance, Financial Structuring, Training, Private Equity, Portfolio Management, Valuation, Business Planning, LBO, Entrepreneurship, Restructuring, Divestitures, Business Strategy, Executive Management, IPO
Education
The University of Texas at El Paso 1987 — 1994
Finance, Finance and accounting
Headwaters MB November 2010 - Present
Board of Directors at Jefferson Acadamy Charter School June 2009 - June 2012
i58 Network January 2008 - October 2010
IBG Business Services July 2009 - September 2010
A.G. Edwards January 1997 - March 2002
Skills
Mergers, Investments, Business Development, Investment Banking, M&A experience, Capital Formation, Business Services, Strategic Planning, Recapitalizations, Securities, Equities, Financial Analysis, Strategy, Management Consulting, Acquisitions, Marketing, Start-ups, Venture Capital, Corporate Finance, Financial Structuring, Training, Private Equity, Portfolio Management, Valuation, Business Planning, LBO, Entrepreneurship, Restructuring, Divestitures, Business Strategy, Executive Management, IPO
Education
The University of Texas at El Paso 1987 — 1994
Finance, Finance and accounting
W. Clay Ryan, CFP® W. Clay Ryan, CFP®'s A.G. Edwards Experience August 2002 - February 2011
Job Senior Vice President Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
A.G. Edwards August 2002 - February 2011
Skills
Private Wealth..., Financial Planning, Retirement Planning
Education
The University of Texas at El Paso 1997 — 2000
Master of Education (M.Ed.), Counseling
Texas Christian University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Robert W. Baird & Co. February 2011 - Present
A.G. Edwards August 2002 - February 2011
Skills
Private Wealth..., Financial Planning, Retirement Planning
Education
The University of Texas at El Paso 1997 — 2000
Master of Education (M.Ed.), Counseling
Texas Christian University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Marc Kessler's A.G. Edwards Experience 2001 - 2008
Job Vice President & Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. 2012 - Present
Wells Fargo Advisors 2009 - 2011
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2001 - 2008
A.G. Edwards 1998 - 2001
Skills
Series 7, Operational Risk..., FINRA, Relationship Management, Series 24, Series 53, Series 63, Series 66, Team Development and..., Outsourcing Management..., Offshoring Process..., Business Process..., Merger Integration, Customer Service, Anti-Money Laundering, Advisory Programs, Wealth Management, Uniform Combined State..., Securities, Mutual Funds, ETFs, Bonds, Credit, AML
Education
University of Kansas
Bachelor of Science, Business Administration, Business
Benjamin F. Edwards & Co. 2012 - Present
Wells Fargo Advisors 2009 - 2011
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2001 - 2008
A.G. Edwards 1998 - 2001
Skills
Series 7, Operational Risk..., FINRA, Relationship Management, Series 24, Series 53, Series 63, Series 66, Team Development and..., Outsourcing Management..., Offshoring Process..., Business Process..., Merger Integration, Customer Service, Anti-Money Laundering, Advisory Programs, Wealth Management, Uniform Combined State..., Securities, Mutual Funds, ETFs, Bonds, Credit, AML
Education
University of Kansas
Bachelor of Science, Business Administration, Business
Thomas Boyd Thomas Boyd's A.G. Edwards Experience 1990 - 2007
Job President and Senior Financial Advisor, The Boyd Financial Group , An Independent Firm aligned with Raymond James
Industry Investment Management
Experience
The Boyd Finanical Group An Independent Firm aligned with Raymond James 2015 - Present
The Boyd Financial Group of Wells Fargo Advisors June 2007 - 2015
A.G. Edwards 1990 - 2007
Sterne, Agee & Leach, Inc. 1984 - 1990
Skills
Investments, Retirement Planning, Asset Allocation, Financial Advisory, Retirement, Charitable Trusts, Multi-generational..., IRAs, Alternative Investments, High Net Worth..., Mutual Funds, Investment Strategies, Marketing, Securities, Estate Investment..., Asset Management, Finance, Financial Services, Financial Planning, Portfolio Management, Management
Education
University of Alabama 1973 — 1977
Finance, Investments and Banking
Series 63
Series 7
The Boyd Finanical Group An Independent Firm aligned with Raymond James 2015 - Present
The Boyd Financial Group of Wells Fargo Advisors June 2007 - 2015
A.G. Edwards 1990 - 2007
Sterne, Agee & Leach, Inc. 1984 - 1990
Skills
Investments, Retirement Planning, Asset Allocation, Financial Advisory, Retirement, Charitable Trusts, Multi-generational..., IRAs, Alternative Investments, High Net Worth..., Mutual Funds, Investment Strategies, Marketing, Securities, Estate Investment..., Asset Management, Finance, Financial Services, Financial Planning, Portfolio Management, Management
Education
University of Alabama 1973 — 1977
Finance, Investments and Banking
Series 63
Series 7
Chip Stevens Chip Stevens's A.G. Edwards Experience April 2003 - August 2004
Job Director Product Management at iconectiv
Industry Computer & Network Security
Experience
iconectiv August 2015 - Present
Marble Security, Inc. September 2012 - September 2014
ClearSky Technologies, Inc. 2014 - 2014
ClearSky Technologies, Inc. 2014 - 2014
Interop Technologies October 2009 - March 2012
Convergys January 2009 - September 2009
VeriSign Communication Services 1998 - 2009
A.G. Edwards April 2003 - August 2004
United States Air Force March 1999 - April 2003
Skills
Product Management, Prioritization, Project Plans, Mobile Devices, Scrum, Wireless, Deliverables, Requirements Analysis, Cross-functional Team..., Sales Engineering, Mobile, Provisioning, User Acceptance Testing, Software Engineering, Connectivity, Cellular, Product Development, Technical Leadership, Mobile Communications, Telecommunications, SaaS, Mobile Technology, SMS, GSM, Organization &..., Program Management, Cellular Communications, SIP, Agile Methodologies, IP, Integration, VoIP, WiFi, Go-to-market Strategy, Strategic Partnerships, Product Requirements, Testing, Management, LTE, Systems Analysis, Roaming, Vendor Management, Cloud Computing, Mobile Applications, Enterprise Software, Security, Start-ups
Education
University of Arizona 1986 — 1991
American Overseas School of Rome 1983 — 1985
iconectiv August 2015 - Present
Marble Security, Inc. September 2012 - September 2014
ClearSky Technologies, Inc. 2014 - 2014
ClearSky Technologies, Inc. 2014 - 2014
Interop Technologies October 2009 - March 2012
Convergys January 2009 - September 2009
VeriSign Communication Services 1998 - 2009
A.G. Edwards April 2003 - August 2004
United States Air Force March 1999 - April 2003
Skills
Product Management, Prioritization, Project Plans, Mobile Devices, Scrum, Wireless, Deliverables, Requirements Analysis, Cross-functional Team..., Sales Engineering, Mobile, Provisioning, User Acceptance Testing, Software Engineering, Connectivity, Cellular, Product Development, Technical Leadership, Mobile Communications, Telecommunications, SaaS, Mobile Technology, SMS, GSM, Organization &..., Program Management, Cellular Communications, SIP, Agile Methodologies, IP, Integration, VoIP, WiFi, Go-to-market Strategy, Strategic Partnerships, Product Requirements, Testing, Management, LTE, Systems Analysis, Roaming, Vendor Management, Cloud Computing, Mobile Applications, Enterprise Software, Security, Start-ups
Education
University of Arizona 1986 — 1991
American Overseas School of Rome 1983 — 1985
Gary Steszewski's A.G. Edwards Experience April 1999 - November 1999
Job President at CityMade Inc.
Industry Internet
Experience
CityMade Inc. July 1999 - Present
A.G. Edwards April 1999 - November 1999
Skills
Strategic Planning, Sports, Start-ups, Team Building, E-commerce, New Business Development, Nonprofits, Operations Management, Social Media Marketing, Sales, Management, Marketing, Project Management, Business Strategy, Entrepreneurship, Marketing Strategy, Public Relations, Leadership, Email Marketing, Business Development, Business Planning, Strategy, Online Marketing, Budgets, Advertising, Social Networking, Small Business, Marketing Communications, Online Advertising, Account Management, Fundraising
Education
University at Buffalo 1975 — 1982
B.S Business Administration, Finance, Accounting
Bishop Turner High School 1970 — 1974
Regents High School Diploma
CityMade Inc. July 1999 - Present
A.G. Edwards April 1999 - November 1999
Skills
Strategic Planning, Sports, Start-ups, Team Building, E-commerce, New Business Development, Nonprofits, Operations Management, Social Media Marketing, Sales, Management, Marketing, Project Management, Business Strategy, Entrepreneurship, Marketing Strategy, Public Relations, Leadership, Email Marketing, Business Development, Business Planning, Strategy, Online Marketing, Budgets, Advertising, Social Networking, Small Business, Marketing Communications, Online Advertising, Account Management, Fundraising
Education
University at Buffalo 1975 — 1982
B.S Business Administration, Finance, Accounting
Bishop Turner High School 1970 — 1974
Regents High School Diploma
Joseph Tedesco's A.G. Edwards Experience September 1998 - January 2008
Job Vice President, Senior National Accounts Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Bank December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors February 2008 - December 2013
A.G. Edwards September 1998 - January 2008
J&W Seligman August 1996 - September 1998
AllianceBernstein January 1994 - July 1995
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Mutual Funds, Series 65, Series 24, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Strategies, Asset Allocation, Securities, Alternative Investments, Financial Services
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science, Business Management
Webster University 1999 — 2002
MBA, Finance
State Street Bank December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors February 2008 - December 2013
A.G. Edwards September 1998 - January 2008
J&W Seligman August 1996 - September 1998
AllianceBernstein January 1994 - July 1995
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Mutual Funds, Series 65, Series 24, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Strategies, Asset Allocation, Securities, Alternative Investments, Financial Services
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science, Business Management
Webster University 1999 — 2002
MBA, Finance
Sharon Ruiz Sharon Ruiz's A.G. Edwards Experience 2005 - 2006
Job Experienced corporate assistant, writer & editor
Industry Health, Wellness and Fitness
Experience
Envision Healthcare Corporation 2006 - September 2014
A.G. Edwards 2005 - 2006
KMC Telecom 1999 - 2004
Benchmark Hospitality 1996 - 1999
Arthur J. Gallagher 1991 - 1996
Syntex Corporation (aka Arapahoe Chemicals, Inc.) 1976 - 1990
Skills
Healthcare, Team Leadership, Team Building, Microsoft Excel, Customer Service, Healthcare Information..., Public Speaking, Process Improvement, Marketing, Employee Relations, Social Media, Public Relations, Strategic Planning, Management, Healthcare Management, Marketing Strategy, Change Management, Microsoft Office, Project Management, Budgets, Nonprofits, Hospitals, Leadership, Event Planning, PowerPoint
Education
University of Denver 2009 — 2011
Graduate Certificate
The Institute for Crisis Management 2010 — 2010
Certificate
University of Denver 1987 — 2007
BBA
University of Colorado Boulder 1972 — 1976
DNG
Envision Healthcare Corporation 2006 - September 2014
A.G. Edwards 2005 - 2006
KMC Telecom 1999 - 2004
Benchmark Hospitality 1996 - 1999
Arthur J. Gallagher 1991 - 1996
Syntex Corporation (aka Arapahoe Chemicals, Inc.) 1976 - 1990
Skills
Healthcare, Team Leadership, Team Building, Microsoft Excel, Customer Service, Healthcare Information..., Public Speaking, Process Improvement, Marketing, Employee Relations, Social Media, Public Relations, Strategic Planning, Management, Healthcare Management, Marketing Strategy, Change Management, Microsoft Office, Project Management, Budgets, Nonprofits, Hospitals, Leadership, Event Planning, PowerPoint
Education
University of Denver 2009 — 2011
Graduate Certificate
The Institute for Crisis Management 2010 — 2010
Certificate
University of Denver 1987 — 2007
BBA
University of Colorado Boulder 1972 — 1976
DNG
Bill Kanaga Bill Kanaga's A.G. Edwards Experience 2002 - 2006
Job Trust & Investment Officer
Industry Financial Services
Experience
CoreFirst Bank & Trust February 2011 - Present
UBS 2006 - February 2011
A.G. Edwards 2002 - 2006
Commerce Trust Company 1997 - 2002
MSR Benefit Services Inc. 1993 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1984
MBA, Finance
The University of Kansas 1976 — 1980
BS, Business
CoreFirst Bank & Trust February 2011 - Present
UBS 2006 - February 2011
A.G. Edwards 2002 - 2006
Commerce Trust Company 1997 - 2002
MSR Benefit Services Inc. 1993 - 1997
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1984
MBA, Finance
The University of Kansas 1976 — 1980
BS, Business
Andrew Halligan's A.G. Edwards Experience March 1995 - March 1997
Job Vice President, Senior Manager Online Sales and Delivery at TD
Industry Banking
Experience
TD September 2012 - Present
Bank of America April 1997 - September 2012
MBNA America 1997 - 2006
MBNA / Bank of America 1997 - 2005
A.G. Edwards March 1995 - March 1997
Prudential Securities January 1992 - March 1995
Stoltz Realty Co September 1986 - January 1992
Skills
Credit Cards, Banking, Loyalty Marketing, Financial Services, Relationship Management, Credit, Analytics, Portfolio Management, Customer Acquisition, Partnership Marketing, Cross Selling, Online Marketing..., Digital Marketing, Internet Strategy, Strategy, CRM, E-commerce, Management, Marketing, Mergers & Acquisitions, Segmentation, Digital Strategy, Executive Management, Risk Management, Strategic Leadership, Strategic Planning
Education
University of Delaware 1981 — 1986
TD September 2012 - Present
Bank of America April 1997 - September 2012
MBNA America 1997 - 2006
MBNA / Bank of America 1997 - 2005
A.G. Edwards March 1995 - March 1997
Prudential Securities January 1992 - March 1995
Stoltz Realty Co September 1986 - January 1992
Skills
Credit Cards, Banking, Loyalty Marketing, Financial Services, Relationship Management, Credit, Analytics, Portfolio Management, Customer Acquisition, Partnership Marketing, Cross Selling, Online Marketing..., Digital Marketing, Internet Strategy, Strategy, CRM, E-commerce, Management, Marketing, Mergers & Acquisitions, Segmentation, Digital Strategy, Executive Management, Risk Management, Strategic Leadership, Strategic Planning
Education
University of Delaware 1981 — 1986
David Covington, AAMS® David Covington, AAMS®'s A.G. Edwards Experience October 2004 - June 2007
Job Investment Manager, Associate Vice President
Industry Financial Services
Experience
PinnacleReach Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services December 2014 - Present
Ameriprise Financial Services, Inc. June 2007 - December 2014
A.G. Edwards October 2004 - June 2007
Various September 1989 - July 2004
Skills
Retail, Store Management, Series 7, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Retirement, Insurance, Budgets, Asset Management, Mutual Funds, Risk Management, Estate Planning, Fixed Annuities, Securities, Team Building, Customer Service, Financial Planning
Education
Texas A&M University
BBA, Management
William P Clements High School
PinnacleReach Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services December 2014 - Present
Ameriprise Financial Services, Inc. June 2007 - December 2014
A.G. Edwards October 2004 - June 2007
Various September 1989 - July 2004
Skills
Retail, Store Management, Series 7, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Retirement, Insurance, Budgets, Asset Management, Mutual Funds, Risk Management, Estate Planning, Fixed Annuities, Securities, Team Building, Customer Service, Financial Planning
Education
Texas A&M University
BBA, Management
William P Clements High School
Chad Bridgers Chad Bridgers's A.G. Edwards Experience June 2001 - August 2004
Job Sr Loan Officer at Highlands Residential Mortgage, Ltd.
Industry Financial Services
Experience
Highlands Residential Mortgage, Ltd. October 2014 - Present
Wilbanks Securities, d.b.a. Bridgers Financial August 2004 - Present
First Mortgage Corporation August 2012 - September 2014
Magna Bank May 2008 - August 2011
Professional Lending Group August 2004 - April 2008
A.G. Edwards June 2001 - August 2004
Merrill Lynch October 1993 - May 2001
Education
University of Central Arkansas 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Highlands Residential Mortgage, Ltd. October 2014 - Present
Wilbanks Securities, d.b.a. Bridgers Financial August 2004 - Present
First Mortgage Corporation August 2012 - September 2014
Magna Bank May 2008 - August 2011
Professional Lending Group August 2004 - April 2008
A.G. Edwards June 2001 - August 2004
Merrill Lynch October 1993 - May 2001
Education
University of Central Arkansas 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Kelly Cartier Kelly Cartier's A.G. Edwards Experience August 1997 - July 2009
Job Financial Advisor at Cartier Financial
Industry Financial Services
Experience
Cartier Financial July 2009 - Present
A.G. Edwards August 1997 - July 2009
Skills
Investments, Management, Series 7, Insurance
Education
University of Central Florida
BA, English
University of Central Florida - College of Business Administration
MBA, Business Administration
Cartier Financial July 2009 - Present
A.G. Edwards August 1997 - July 2009
Skills
Investments, Management, Series 7, Insurance
Education
University of Central Florida
BA, English
University of Central Florida - College of Business Administration
MBA, Business Administration
Jeff Rayfield Jeff Rayfield's A.G. Edwards Experience March 1993 - October 2007
Job Managing Director, Head of Planning and Execution at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors January 2009 - February 2012
Wachovia Securities, LLC October 2007 - January 2009
A.G. Edwards March 1993 - October 2007
United Nations July 1991 - March 1993
Hyundai Motor Finance February 1990 - July 1991
Skills
Project Management, Project Planning, Team Leadership, Vendor Management, Program Management, Management, Financial Services, Operating Models, Strategic Planning, Start-ups, Business Analysis, Integration, SDLC, Risk Management, Leadership, Portfolio Management, Requirements Analysis, Business Intelligence, Software Development, Process Improvement
Education
Truman State University 1984 — 1988
B.S., Business Administration - Finance
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors January 2009 - February 2012
Wachovia Securities, LLC October 2007 - January 2009
A.G. Edwards March 1993 - October 2007
United Nations July 1991 - March 1993
Hyundai Motor Finance February 1990 - July 1991
Skills
Project Management, Project Planning, Team Leadership, Vendor Management, Program Management, Management, Financial Services, Operating Models, Strategic Planning, Start-ups, Business Analysis, Integration, SDLC, Risk Management, Leadership, Portfolio Management, Requirements Analysis, Business Intelligence, Software Development, Process Improvement
Education
Truman State University 1984 — 1988
B.S., Business Administration - Finance
Gerry Mitchell, CFP® Gerry Mitchell, CFP®'s A.G. Edwards Experience September 2004 - December 2008
Job Financial Advisor
Industry Financial Services
Experience
Pinnacle Trust August 2014 - Present
Investment Professionals, Inc. 2008 - July 2014
A.G. Edwards September 2004 - December 2008
Education
University of Alabama 1989 — 2003
BS, Business Administration
Meridian High School 1986 — 1989
Pinnacle Trust August 2014 - Present
Investment Professionals, Inc. 2008 - July 2014
A.G. Edwards September 2004 - December 2008
Education
University of Alabama 1989 — 2003
BS, Business Administration
Meridian High School 1986 — 1989
Jim McKirahan, CPA Jim McKirahan, CPA's A.G. Edwards Experience January 2004 - June 2005
Job Finance & Corporate Projects Manager at UTEC
Industry Oil & Energy
Experience
UTEC January 2013 - Present
212 Resources May 2011 - December 2012
LeTourneau Technologies January 2009 - February 2011
Accretive Solutions March 2008 - December 2008
Baker Hughes July 2005 - February 2008
A.G. Edwards January 2004 - June 2005
Precision Drilling July 2000 - December 2003
Baker Hughes September 1988 - June 2000
Deloitte & Touche January 1986 - August 1988
Skills
Sarbanes-Oxley Act, Forecasting, Budgets, Risk Management, SAP, Microsoft Excel, Business Process..., ERP, Microsoft Office, Strategic Leadership, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Process Improvement, Mergers, Internal Audit, Due Diligence, Financial Modeling, Finance, Derivatives, Hedging, General Insurance, Treasury Management, Shared Services, Debt Restructuring, Leadership, Business Ethics, Business Strategy, Strategic Thinking, Revenue Recognition, Personal Financial..., Investment Advisory
Education
Stephen F. Austin State University
BBA, Accounting
UTEC January 2013 - Present
212 Resources May 2011 - December 2012
LeTourneau Technologies January 2009 - February 2011
Accretive Solutions March 2008 - December 2008
Baker Hughes July 2005 - February 2008
A.G. Edwards January 2004 - June 2005
Precision Drilling July 2000 - December 2003
Baker Hughes September 1988 - June 2000
Deloitte & Touche January 1986 - August 1988
Skills
Sarbanes-Oxley Act, Forecasting, Budgets, Risk Management, SAP, Microsoft Excel, Business Process..., ERP, Microsoft Office, Strategic Leadership, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Process Improvement, Mergers, Internal Audit, Due Diligence, Financial Modeling, Finance, Derivatives, Hedging, General Insurance, Treasury Management, Shared Services, Debt Restructuring, Leadership, Business Ethics, Business Strategy, Strategic Thinking, Revenue Recognition, Personal Financial..., Investment Advisory
Education
Stephen F. Austin State University
BBA, Accounting
Todd Robinson Todd Robinson's A.G. Edwards Experience October 2000 - February 2005
Job Senior Consultant at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions December 2014 - Present
Oakwood Systems Group May 2013 - December 2014
Midwest Employers Casualty Company May 2011 - April 2013
Anheuser-Busch InBev March 2011 - May 2011
Wells Fargo Advisors, LLC July 2009 - March 2011
Anheuser-Busch December 2006 - July 2009
Wells Fargo Home Mortgage March 2005 - November 2006
A.G. Edwards October 2000 - February 2005
Bunge of North America April 2000 - October 2000
Mallinckrodt April 2000 - October 2000
Skills
SSRS, SSAS, SSMS, Hyperion, SQL Server 2008 R2, Data Warehousing, ETL, Teradata, Business Intelligence, Datastage, SQL Server, Shell Scripting, Data Modeling, SSIS, Database Design, Oracle SQL, PL/SQL, Erwin, Data Integration, MS Project, XML, Unix, Unix Shell Scripting, Visio, R, GNU Octave, Analytics, Oracle, Business Objects, Data Quality, SQL, Analysis Services, SQL Server Management..., Agile Methodologies
Education
Washington University-CAIT 2012 — 2012
Ralph Kimball University 2000 — 2000
Fundamentals of Data Warehousing
Webster University 1990 — 1992
Bachelor of Arts, Computer Studies
St. Louis Community College
General Studies
STLMCS
Daugherty Business Solutions December 2014 - Present
Oakwood Systems Group May 2013 - December 2014
Midwest Employers Casualty Company May 2011 - April 2013
Anheuser-Busch InBev March 2011 - May 2011
Wells Fargo Advisors, LLC July 2009 - March 2011
Anheuser-Busch December 2006 - July 2009
Wells Fargo Home Mortgage March 2005 - November 2006
A.G. Edwards October 2000 - February 2005
Bunge of North America April 2000 - October 2000
Mallinckrodt April 2000 - October 2000
Skills
SSRS, SSAS, SSMS, Hyperion, SQL Server 2008 R2, Data Warehousing, ETL, Teradata, Business Intelligence, Datastage, SQL Server, Shell Scripting, Data Modeling, SSIS, Database Design, Oracle SQL, PL/SQL, Erwin, Data Integration, MS Project, XML, Unix, Unix Shell Scripting, Visio, R, GNU Octave, Analytics, Oracle, Business Objects, Data Quality, SQL, Analysis Services, SQL Server Management..., Agile Methodologies
Education
Washington University-CAIT 2012 — 2012
Ralph Kimball University 2000 — 2000
Fundamentals of Data Warehousing
Webster University 1990 — 1992
Bachelor of Arts, Computer Studies
St. Louis Community College
General Studies
STLMCS
Summer Stephens's A.G. Edwards Experience December 2005 - February 2009
Job Business Development Professional and CCO in the Financial Industry
Industry Financial Services
Experience
Barnett and Company February 2013 - April 2015
Wells Fargo Advisors February 2009 - January 2013
A.G. Edwards December 2005 - February 2009
Skills
Series 7, Series 66
Education
The University of Tennessee at Chattanooga
Barnett and Company February 2013 - April 2015
Wells Fargo Advisors February 2009 - January 2013
A.G. Edwards December 2005 - February 2009
Skills
Series 7, Series 66
Education
The University of Tennessee at Chattanooga
YuYen Brian Chang, CFA YuYen Brian Chang, CFA's A.G. Edwards Experience November 2007 - April 2008
Job Relationship Manager at Halbert Hargrove
Industry Financial Services
Experience
Halbert Hargrove August 2015 - Present
GPS Capital Management February 2014 - July 2015
Wealth Design, LLC March 2013 - January 2014
Provident Funding Associates L.P. July 2009 - February 2013
Bank of America Merrill Lynch June 2008 - August 2008
Children’s Hospital Oakland Research Institute February 2006 - May 2008
A.G. Edwards November 2007 - April 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.s., Finance
Halbert Hargrove August 2015 - Present
GPS Capital Management February 2014 - July 2015
Wealth Design, LLC March 2013 - January 2014
Provident Funding Associates L.P. July 2009 - February 2013
Bank of America Merrill Lynch June 2008 - August 2008
Children’s Hospital Oakland Research Institute February 2006 - May 2008
A.G. Edwards November 2007 - April 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.s., Finance
Jeffery Fong Jeffery Fong's A.G. Edwards Experience April 2006 - March 2009
Job Principal Concentrum Wealth Management
Industry Financial Services
Experience
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards April 2006 - March 2009
Smith Barney February 2001 - April 2006
A.G. Edwards October 1996 - February 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Investments, Portfolio Management, Financial Advisory, Finance, Investment Advisory, Wealth Management, Securities, Financial Services, Financial Planners, Strategy, Estate Planning, Mutual Funds, Series 7, Management, Risk Management, Retirement, Asset Allocation, Mortgage Lending, Fixed Income, 401k, Financial Modeling, Personal Finance, Equities, Certified Financial..., Mergers & Acquisitions, Financial Analysis, Venture Capital, Hedge Funds, Investment Strategies, Series 63, Asset Management, Alternative Investments, Corporate Finance, Separately Managed..., Private Wealth..., Comprehensive Wealth..., Strategic Planning
Education
University of Arkansas 1989 — 1993
BS
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards April 2006 - March 2009
Smith Barney February 2001 - April 2006
A.G. Edwards October 1996 - February 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Investments, Portfolio Management, Financial Advisory, Finance, Investment Advisory, Wealth Management, Securities, Financial Services, Financial Planners, Strategy, Estate Planning, Mutual Funds, Series 7, Management, Risk Management, Retirement, Asset Allocation, Mortgage Lending, Fixed Income, 401k, Financial Modeling, Personal Finance, Equities, Certified Financial..., Mergers & Acquisitions, Financial Analysis, Venture Capital, Hedge Funds, Investment Strategies, Series 63, Asset Management, Alternative Investments, Corporate Finance, Separately Managed..., Private Wealth..., Comprehensive Wealth..., Strategic Planning
Education
University of Arkansas 1989 — 1993
BS
Asiya Amjad Asiya Amjad's A.G. Edwards Experience February 2003 - June 2003
Job Sales Coordinator at Nitinol Devices & Components, Inc.
Industry Medical Devices
Experience
Nitinol Devices & Components, Inc. February 2008 - Present
Community Psychiatry Associates April 2005 - April 2007
A.G. Edwards February 2003 - June 2003
Skills
Project Management, Medical Devices, Product Development, Customer Service, Microsoft Office, Research, Analysis, Communication, Teamwork, Business Strategy
Education
University of California, Davis 2000 — 2005
Bachelor of Arts (B.A.), Economics
Nitinol Devices & Components, Inc. February 2008 - Present
Community Psychiatry Associates April 2005 - April 2007
A.G. Edwards February 2003 - June 2003
Skills
Project Management, Medical Devices, Product Development, Customer Service, Microsoft Office, Research, Analysis, Communication, Teamwork, Business Strategy
Education
University of California, Davis 2000 — 2005
Bachelor of Arts (B.A.), Economics
Daniel Ortwerth Daniel Ortwerth's A.G. Edwards Experience January 2001 - October 2004
Job Air Battle Manager at 157th Air Operations Centre
Industry Financial Services
Experience
157th Air Operations Centre July 2013 - Present
Edward Jones October 2004 - Present
A.G. Edwards January 2001 - October 2004
United States Air Force May 1991 - January 2001
Skills
Chartered Financial..., Competitive Analysis, Investments, Equity Research, Finance, Military Operations, Portfolio Management, Corporate Finance, Financial Modeling, Securities, Asset Allocation, Financial Advisory, Mutual Funds
Education
Air Command and Staff College 2010 — 2011
Master of Military Operational Art and Science, Military Joint Operations Planning and Strategy
Washington University in St. Louis 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
US Air Force Academy 1987 — 1991
Bachelor of Science (B.S.), Russian History
157th Air Operations Centre July 2013 - Present
Edward Jones October 2004 - Present
A.G. Edwards January 2001 - October 2004
United States Air Force May 1991 - January 2001
Skills
Chartered Financial..., Competitive Analysis, Investments, Equity Research, Finance, Military Operations, Portfolio Management, Corporate Finance, Financial Modeling, Securities, Asset Allocation, Financial Advisory, Mutual Funds
Education
Air Command and Staff College 2010 — 2011
Master of Military Operational Art and Science, Military Joint Operations Planning and Strategy
Washington University in St. Louis 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
US Air Force Academy 1987 — 1991
Bachelor of Science (B.S.), Russian History
Zachary Hayes Zachary Hayes's A.G. Edwards Experience March 2003 - May 2008
Job President at Hayes Financial, Inc.
Industry Financial Services
Experience
Hayes Financial, Inc. May 2008 - Present
A.G. Edwards March 2003 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Managment, Wealth Management, Portfolio Management, Finance, Risk Management, Financial Planners, Securities, Management, Succession Planning, Estate Planning, Financial Advisory, Series 7
Education
University of California, Davis
Hayes Financial, Inc. May 2008 - Present
A.G. Edwards March 2003 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Managment, Wealth Management, Portfolio Management, Finance, Risk Management, Financial Planners, Securities, Management, Succession Planning, Estate Planning, Financial Advisory, Series 7
Education
University of California, Davis
Jay Donoghue Jay Donoghue's A.G. Edwards Experience 2003 - 2006
Job NonProfit Development/Major Gifts
Industry Nonprofit Organization Management
Experience
University of California, Irvine 2007 - 2012
A.G. Edwards 2003 - 2006
Merrill Lynch 1995 - 2002
Shearson American Express 1988 - 1994
Balcor American Express 1982 - 1987
Dean Witter Reynolds Inc. 1980 - 1981
Donoghue's Home Appliance Company 1977 - 1979
Surety Company of the Pacific 1973 - 1976
Los Angeles Unified School District 1971 - 1972
US Navy 1965 - 1966
Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning
Education
University of California, Los Angeles 1966 — 1970
Bachelor's Degree, Political Science
University of California, Irvine 2007 - 2012
A.G. Edwards 2003 - 2006
Merrill Lynch 1995 - 2002
Shearson American Express 1988 - 1994
Balcor American Express 1982 - 1987
Dean Witter Reynolds Inc. 1980 - 1981
Donoghue's Home Appliance Company 1977 - 1979
Surety Company of the Pacific 1973 - 1976
Los Angeles Unified School District 1971 - 1972
US Navy 1965 - 1966
Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning
Education
University of California, Los Angeles 1966 — 1970
Bachelor's Degree, Political Science
Jeremy Harness's A.G. Edwards Experience February 2006 - October 2006
Job Senior Windows System Administrator at SSM Health
Industry Information Technology and Services
Experience
SSM Health January 2015 - Present
Netelligent Corporation March 2014 - January 2015
Tubular Steel Inc October 2013 - March 2014
Netelligent Corporation July 2012 - October 2013
Datotel June 2010 - July 2012
Concordia Seminary St Louis September 2008 - May 2010
McCarthy Building Companies, Inc. October 2006 - April 2008
A.G. Edwards February 2006 - October 2006
Skills
Active Directory, Computer Hardware, Windows, Troubleshooting, Customer Service, Microsoft Office, DNS, Problem Solving, Outlook, Word, Windows Server, XP, Operating Systems, HTML, Windows Server 2003, Servers, Data Center, Visio, TCP/IP, System Administration, VMware, Administration, Hardware, VMware ESX, Dell PowerEdge Servers, Dell OpenManage, EMCISA, EMC Networker, EMC Storage, Syslog, DHCP
Education
Online VCP Class 2013 — 2013
University of Missouri-Columbia 1996 — 2001
BS, Russian Studies
Washington High School 1992 — 1996
St. Louis Community College 2004 — 2005
SSM Health January 2015 - Present
Netelligent Corporation March 2014 - January 2015
Tubular Steel Inc October 2013 - March 2014
Netelligent Corporation July 2012 - October 2013
Datotel June 2010 - July 2012
Concordia Seminary St Louis September 2008 - May 2010
McCarthy Building Companies, Inc. October 2006 - April 2008
A.G. Edwards February 2006 - October 2006
Skills
Active Directory, Computer Hardware, Windows, Troubleshooting, Customer Service, Microsoft Office, DNS, Problem Solving, Outlook, Word, Windows Server, XP, Operating Systems, HTML, Windows Server 2003, Servers, Data Center, Visio, TCP/IP, System Administration, VMware, Administration, Hardware, VMware ESX, Dell PowerEdge Servers, Dell OpenManage, EMCISA, EMC Networker, EMC Storage, Syslog, DHCP
Education
Online VCP Class 2013 — 2013
University of Missouri-Columbia 1996 — 2001
BS, Russian Studies
Washington High School 1992 — 1996
St. Louis Community College 2004 — 2005
Gage Dahmann, CFP® Gage Dahmann, CFP®'s A.G. Edwards Experience 1996 - 1999
Job Vice President/Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
CORDA Investment Management, LLC April 2012 - March 2013
Fidelity Investments 2009 - April 2012
LCRA 2002 - 2009
Gage Motors 1999 - 2002
A.G. Edwards 1996 - 1999
Education
Texas A&M University 1991 — 1995
Bachelor of Science, Economics
Fidelity Investments March 2013 - Present
CORDA Investment Management, LLC April 2012 - March 2013
Fidelity Investments 2009 - April 2012
LCRA 2002 - 2009
Gage Motors 1999 - 2002
A.G. Edwards 1996 - 1999
Education
Texas A&M University 1991 — 1995
Bachelor of Science, Economics
Bill Simpson, Sr. Bill Simpson, Sr.'s A.G. Edwards Experience February 1996 - May 2004
Job Retired business development consultant
Industry Environmental Services
Experience
Atkins Global North America December 2008 - March 2012
A.G. Edwards February 1996 - May 2004
Prudential Securities, Inc October 1989 - February 1996
PBS&J October 1977 - October 1989
Skills
New Business Development, Project Finance, Project Management, Asset Managment, Risk Management, Proposal Writing, Project Coordination, Contract Management, Due Diligence, MS Project, Project Planning, Program Management, Resource Management, Financial Modeling, Public Relations, Strategic Communications, Asset Management
Education
University of Southern Mississippi 1956 — 1959
Bachelor's degree, Journalism
Atkins Global North America December 2008 - March 2012
A.G. Edwards February 1996 - May 2004
Prudential Securities, Inc October 1989 - February 1996
PBS&J October 1977 - October 1989
Skills
New Business Development, Project Finance, Project Management, Asset Managment, Risk Management, Proposal Writing, Project Coordination, Contract Management, Due Diligence, MS Project, Project Planning, Program Management, Resource Management, Financial Modeling, Public Relations, Strategic Communications, Asset Management
Education
University of Southern Mississippi 1956 — 1959
Bachelor's degree, Journalism
Jerry McEwen Jerry McEwen's A.G. Edwards Experience April 2000 - January 2008
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards April 2000 - January 2008
Skills
Asset Allocation, Estate Investment..., Investment Strategies, Retirement Planning, Wealth Preservation...
Education
The University of Memphis
Bachelor of Science (BS)
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards April 2000 - January 2008
Skills
Asset Allocation, Estate Investment..., Investment Strategies, Retirement Planning, Wealth Preservation...
Education
The University of Memphis
Bachelor of Science (BS)
Steve Ficyk Steve Ficyk's A.G. Edwards Experience April 1985 - April 1996
Job VP Business Development at Datacore Consulting
Industry Information Technology and Services
Experience
Datacore Consulting July 2011 - Present
Standard Asset Managment July 2010 - July 2011
SEDONA Corporation April 2000 - March 2009
C&F Global Enterprises 1996 - December 2008
A.G. Edwards April 1985 - April 1996
Skills
Customer Service, Investments, Customer Relations, New Business Development, Managed Services, Cloud Computing, Business Development, Data Center, Fundraising, Mergers, Disaster Recovery, Virtualization, Project Management, Professional Services, Mergers & Acquisitions, Finance, CRM, Networking, Information Technology, Start-ups, Budgets, Strategy, Marketing
Education
The College of Wooster 1978 — 1982
Bachelor of Arts Degree; Bachelor of Arts, Business Communications; Communications; Business
Brunswick High School 1974 — 1978
Datacore Consulting July 2011 - Present
Standard Asset Managment July 2010 - July 2011
SEDONA Corporation April 2000 - March 2009
C&F Global Enterprises 1996 - December 2008
A.G. Edwards April 1985 - April 1996
Skills
Customer Service, Investments, Customer Relations, New Business Development, Managed Services, Cloud Computing, Business Development, Data Center, Fundraising, Mergers, Disaster Recovery, Virtualization, Project Management, Professional Services, Mergers & Acquisitions, Finance, CRM, Networking, Information Technology, Start-ups, Budgets, Strategy, Marketing
Education
The College of Wooster 1978 — 1982
Bachelor of Arts Degree; Bachelor of Arts, Business Communications; Communications; Business
Brunswick High School 1974 — 1978
Jason Skistad, CFP Jason Skistad, CFP's A.G. Edwards Experience December 2003 - June 2005
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2005 - Present
A.G. Edwards December 2003 - June 2005
Citigroup March 2000 - December 2003
Campbell Mithun 1996 - 2000
Education
St. Olaf College 1992 — 1995
B.A., English, History
Charles Schwab July 2005 - Present
A.G. Edwards December 2003 - June 2005
Citigroup March 2000 - December 2003
Campbell Mithun 1996 - 2000
Education
St. Olaf College 1992 — 1995
B.A., English, History
Daniel Layne Daniel Layne's A.G. Edwards Experience November 2006 - June 2007
Job HP Software SpecialistNYC Commercial at HP Software
Industry Information Technology and Services
Experience
HP Software October 2012 - Present
Hewlett-Packard November 2011 - October 2012
HP January 2011 - November 2011
RockPond Solutions October 2010 - January 2011
Acxiom July 2009 - February 2010
The University of Arkansas for Medical Sciences February 2008 - November 2008
A.G. Edwards November 2006 - June 2007
Walgreens July 2006 - November 2006
American Outdoors February 2005 - August 2006
Cedar Creek Hunting and Outdoor Supply August 1996 - August 2003
Skills
HP, Channel, Virtualization, Cloud Computing, Data Center, VMware, Network Security, Solution Selling, Management, Strategy, Sales Operations, Pre-sales, Enterprise Software, Selling
Education
University of Central Arkansas 2008 — 2010
BBA, Management Information Systems
University of Central Arkansas 2005 — 2006
MBA, Business Administration
University of Central Arkansas 2001 — 2005
BBA, Economics
HP Software October 2012 - Present
Hewlett-Packard November 2011 - October 2012
HP January 2011 - November 2011
RockPond Solutions October 2010 - January 2011
Acxiom July 2009 - February 2010
The University of Arkansas for Medical Sciences February 2008 - November 2008
A.G. Edwards November 2006 - June 2007
Walgreens July 2006 - November 2006
American Outdoors February 2005 - August 2006
Cedar Creek Hunting and Outdoor Supply August 1996 - August 2003
Skills
HP, Channel, Virtualization, Cloud Computing, Data Center, VMware, Network Security, Solution Selling, Management, Strategy, Sales Operations, Pre-sales, Enterprise Software, Selling
Education
University of Central Arkansas 2008 — 2010
BBA, Management Information Systems
University of Central Arkansas 2005 — 2006
MBA, Business Administration
University of Central Arkansas 2001 — 2005
BBA, Economics
Cynthia Arellano Cynthia Arellano's A.G. Edwards Experience 2008 - 2008
Job District Service & Parts Manager at Toyota Motor Sales, USA, Inc.
Industry Automotive
Experience
Toyota Motor Sales, USA, Inc. December 2011 - Present
Toyota Motor Sales, USA, Inc. August 2011 - November 2011
Toyota Motor Sales, USA, Inc. November 2010 - August 2011
Toyota Motor Sales, USA, Inc. October 2008 - November 2010
A.G. Edwards 2008 - 2008
PMDG Marketing & Communications 2007 - 2007
Skills
Automobile, Automotive, Automotive Aftermarket, Customer Retention, Customer Satisfaction, Management, Profit, Sales, Sales Management, Vehicles
Education
The University of Texas at San Antonio 2003 — 2007
BBA, Management, Small Business & Entrepreneurship Concentration
Toyota Motor Sales, USA, Inc. December 2011 - Present
Toyota Motor Sales, USA, Inc. August 2011 - November 2011
Toyota Motor Sales, USA, Inc. November 2010 - August 2011
Toyota Motor Sales, USA, Inc. October 2008 - November 2010
A.G. Edwards 2008 - 2008
PMDG Marketing & Communications 2007 - 2007
Skills
Automobile, Automotive, Automotive Aftermarket, Customer Retention, Customer Satisfaction, Management, Profit, Sales, Sales Management, Vehicles
Education
The University of Texas at San Antonio 2003 — 2007
BBA, Management, Small Business & Entrepreneurship Concentration
Jack Peirce Jack Peirce's A.G. Edwards Experience July 1994 - May 2000
Job Executive Vice President at the University of Illinois Alumni Association
Industry Nonprofit Organization Management
Experience
University of Illinois Alumni Association May 2005 - Present
Bear Stearns June 2000 - December 2002
A.G. Edwards July 1994 - May 2000
PaineWebber June 1992 - June 1994
Education
The University of Chicago Booth School of Business 1990 — 1992
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
A.B.
University of Illinois Alumni Association May 2005 - Present
Bear Stearns June 2000 - December 2002
A.G. Edwards July 1994 - May 2000
PaineWebber June 1992 - June 1994
Education
The University of Chicago Booth School of Business 1990 — 1992
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
A.B.
David Millican David Millican's A.G. Edwards Experience June 1996 - December 1999
Job Principal Managing Partner at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group 2002 - Present
Morgan Keegan December 1999 - August 2002
A.G. Edwards June 1996 - December 1999
Skills
Investments, Strategic Financial..., Wealth Management, Equities, Asset Management, Estate Planning, Financial Analysis, Retirement Planning, Valuation, Private Equity, Mergers, Due Diligence, Securities, Strategic Planning, Business Strategy, Asset Managment
Education
University of Alabama
Bachelor of Science (BS), Finance and Financial Management Services
Atlanta Capital Group 2002 - Present
Morgan Keegan December 1999 - August 2002
A.G. Edwards June 1996 - December 1999
Skills
Investments, Strategic Financial..., Wealth Management, Equities, Asset Management, Estate Planning, Financial Analysis, Retirement Planning, Valuation, Private Equity, Mergers, Due Diligence, Securities, Strategic Planning, Business Strategy, Asset Managment
Education
University of Alabama
Bachelor of Science (BS), Finance and Financial Management Services
Richard Dunton Richard Dunton's A.G. Edwards Experience 1985 - 1995
Job President/Founder at Dunton Advisors Wealth Management
Industry Financial Services
Experience
Dunton Advisors 2002 - Present
Everen Securities 1997 - 2002
A.G. Edwards 1985 - 1995
E.F. Hutton & Company 1983 - 1985
Skills
Entrepreneurship, Investments, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Financial..., Valuation, Portfolio Management, Finance, Corporate Finance, Management Consulting, Asset Management, Business Development, Due Diligence, Financial Analysis, Equities, Wealth Management...
Education
Stephen F. Austin State University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Dunton Advisors 2002 - Present
Everen Securities 1997 - 2002
A.G. Edwards 1985 - 1995
E.F. Hutton & Company 1983 - 1985
Skills
Entrepreneurship, Investments, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Financial..., Valuation, Portfolio Management, Finance, Corporate Finance, Management Consulting, Asset Management, Business Development, Due Diligence, Financial Analysis, Equities, Wealth Management...
Education
Stephen F. Austin State University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Shanta James Shanta James's A.G. Edwards Experience February 1998 - August 2008
Job Network Analyst at Wachovia Securities
Industry Investment Banking
Experience
Wachovia, A Wells Fargo Company (formerly A. G. Edwards & Son) February 1998 - August 2010
Network Analyst at Wachovia (formerly AG Edwards & Sons) January 2000 - July 2009
A.G. Edwards February 1998 - August 2008
A.G. Edwards February 1998 - February 2000
AG Edwards and Sons January 1998 - January 2000
Skills
Cisco Technologies, Switches, Disaster Recovery, Troubleshooting, Routers, WAN, Visio, TCP/IP, DNS, LAN-WAN, Network Analyst, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Access, PowerPoint, Microsoft Publisher, HP Openview, Data Center, Network Engineering, Netscout, Network Administration, Networking, Load Balancing, Technical Support, Infoblox
Education
Saint Louis Community College Forest Park
Associates; AAS, Applied Science; Information Systems - Programmer/Analyst
St. Louis Community College
Information Systems
Wachovia, A Wells Fargo Company (formerly A. G. Edwards & Son) February 1998 - August 2010
Network Analyst at Wachovia (formerly AG Edwards & Sons) January 2000 - July 2009
A.G. Edwards February 1998 - August 2008
A.G. Edwards February 1998 - February 2000
AG Edwards and Sons January 1998 - January 2000
Skills
Cisco Technologies, Switches, Disaster Recovery, Troubleshooting, Routers, WAN, Visio, TCP/IP, DNS, LAN-WAN, Network Analyst, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Access, PowerPoint, Microsoft Publisher, HP Openview, Data Center, Network Engineering, Netscout, Network Administration, Networking, Load Balancing, Technical Support, Infoblox
Education
Saint Louis Community College Forest Park
Associates; AAS, Applied Science; Information Systems - Programmer/Analyst
St. Louis Community College
Information Systems
Ryan Hayden Ryan Hayden's A.G. Edwards Experience June 2002 - December 2003
Job Sales Operations Manager at Dealer Tire, LLC
Industry Real Estate
Experience
Dealer Tire June 2012 - Present
Dealer Tire January 2011 - June 2012
Old Republic Title Company April 2009 - December 2011
Old Republic Title Default Management Services June 2008 - April 2009
Woods Mortgage Group November 2007 - June 2008
NovaStar Mortgage March 2006 - November 2007
NovaStar Mortgage June 2005 - March 2006
NovaStar Mortgage September 2004 - June 2005
NovaStar Mortgage January 2004 - September 2004
A.G. Edwards June 2002 - December 2003
Skills
Management, Sales, Customer Service, Sales Management, Mortgage Lending, Mortgage Banking, Banking, Loans, Leadership, Credit, OBIEE, Analysis, Sales Operations
Education
The Ohio State University 1997 — 2002
Midpark 1993 — 1997
Dealer Tire June 2012 - Present
Dealer Tire January 2011 - June 2012
Old Republic Title Company April 2009 - December 2011
Old Republic Title Default Management Services June 2008 - April 2009
Woods Mortgage Group November 2007 - June 2008
NovaStar Mortgage March 2006 - November 2007
NovaStar Mortgage June 2005 - March 2006
NovaStar Mortgage September 2004 - June 2005
NovaStar Mortgage January 2004 - September 2004
A.G. Edwards June 2002 - December 2003
Skills
Management, Sales, Customer Service, Sales Management, Mortgage Lending, Mortgage Banking, Banking, Loans, Leadership, Credit, OBIEE, Analysis, Sales Operations
Education
The Ohio State University 1997 — 2002
Midpark 1993 — 1997
Paul Winters's A.G. Edwards Experience March 1999 - October 2004
Job Engineering Manager
Industry Computer Software
Experience
The Climate Corporation June 2015 - Present
The Climate Corporation January 2014 - June 2015
Enterprise Rent-A-Car July 2013 - January 2014
Fusion Technologies November 2012 - June 2013
Boeing October 2004 - November 2012
A.G. Edwards March 1999 - October 2004
A.G. Edwards August 2001 - March 2002
Union Pacific Technologies (Division of Union Pacific Corporation) 1992 - 1995
Skills
Decision Analysis, SOA, Hibernate, Java Enterprise Edition, Software Development, Architecture, SSIS, SOAP, Database Design, Spring, Data Warehousing, Tomcat, SDLC, Agile Project Management, Web Services, AJAX, Oracle, REST, Agile Methodologies, Java
Education
University of Southern California 2007 — 2009
MS, Systems Architecting and Engineering
Washington University in St. Louis 1992 — 1995
MS, Computer Science
Truman State University 1988 — 1992
BS, Computer Science
Oak Forest High School
The Climate Corporation June 2015 - Present
The Climate Corporation January 2014 - June 2015
Enterprise Rent-A-Car July 2013 - January 2014
Fusion Technologies November 2012 - June 2013
Boeing October 2004 - November 2012
A.G. Edwards March 1999 - October 2004
A.G. Edwards August 2001 - March 2002
Union Pacific Technologies (Division of Union Pacific Corporation) 1992 - 1995
Skills
Decision Analysis, SOA, Hibernate, Java Enterprise Edition, Software Development, Architecture, SSIS, SOAP, Database Design, Spring, Data Warehousing, Tomcat, SDLC, Agile Project Management, Web Services, AJAX, Oracle, REST, Agile Methodologies, Java
Education
University of Southern California 2007 — 2009
MS, Systems Architecting and Engineering
Washington University in St. Louis 1992 — 1995
MS, Computer Science
Truman State University 1988 — 1992
BS, Computer Science
Oak Forest High School
Adam Heghinian's A.G. Edwards Experience April 2004 - April 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2007 - Present
A.G. Edwards April 2004 - April 2007
Education
The University of Connecticut School of Business 1999 — 2003
Edward Jones April 2007 - Present
A.G. Edwards April 2004 - April 2007
Education
The University of Connecticut School of Business 1999 — 2003
Guillermo Garsed's A.G. Edwards Experience June 2001 - October 2004
Job International Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC April 2007 - June 2010
Wells Fargo Advisors, LLC 2007 - 2009
Janus Funds October 2004 - March 2007
Janus 2004 - 2007
A.G. Edwards June 2001 - October 2004
Lee Hecht Harrison 1998 - 2002
Skills
Leadership, Management, Business Intelligence, Series 7, Strategy
Education
University of Denver 2001 — 2003
MBA, Finance
University of Oregon 1994 — 1997
MS, International Studies
Tecnológico de Monterrey 1990 — 1995
BS, Communications
American School Foundation, Mexico City 1977 — 1988
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC April 2007 - June 2010
Wells Fargo Advisors, LLC 2007 - 2009
Janus Funds October 2004 - March 2007
Janus 2004 - 2007
A.G. Edwards June 2001 - October 2004
Lee Hecht Harrison 1998 - 2002
Skills
Leadership, Management, Business Intelligence, Series 7, Strategy
Education
University of Denver 2001 — 2003
MBA, Finance
University of Oregon 1994 — 1997
MS, International Studies
Tecnológico de Monterrey 1990 — 1995
BS, Communications
American School Foundation, Mexico City 1977 — 1988
Steven Cirenese's A.G. Edwards Experience October 2006 - Present
Job Financial Advisor at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards October 2006 - Present
Education
Texas A&M University-Commerce 2005 — 2007
Financial Planning
Walsh College 2002 — 2005
A.G. Edwards October 2006 - Present
Education
Texas A&M University-Commerce 2005 — 2007
Financial Planning
Walsh College 2002 — 2005
Shelly McReynolds, PMP's A.G. Edwards Experience October 1990 - July 1992
Job Project Manager at Hewlett Packard
Industry Information Technology and Services
Experience
Hewlett-Packard Education Program Team - HP Servers September 2009 - Present
Electronic Data Systems, Inc. March 1998 - August 2008
Acxiom June 1994 - February 1998
A.G. Edwards October 1990 - July 1992
Skills
MS Project, EDI, MS Office Suite, Budget, Telecommunications, Management, Project Management, Process Improvement, Microsoft Office, PMP, Program Management
Education
University of Arkansas
BSBA, General Business
University of Arkansas at Little Rock
BS, Mathematics
Hewlett-Packard Education Program Team - HP Servers September 2009 - Present
Electronic Data Systems, Inc. March 1998 - August 2008
Acxiom June 1994 - February 1998
A.G. Edwards October 1990 - July 1992
Skills
MS Project, EDI, MS Office Suite, Budget, Telecommunications, Management, Project Management, Process Improvement, Microsoft Office, PMP, Program Management
Education
University of Arkansas
BSBA, General Business
University of Arkansas at Little Rock
BS, Mathematics
Cathy Turk's A.G. Edwards Experience March 2005 - December 2009
Job Financial Advisor at J.P. Morgan Securities LLC (JPMS)
Industry Financial Services
Experience
A.G. Edwards March 2005 - December 2009
Education
Suffolk County Community College
A.G. Edwards March 2005 - December 2009
Education
Suffolk County Community College
Greg Nie's A.G. Edwards Experience June 1976 - January 1979
Job Independent Financial Services Professional
Industry Financial Services
Experience
Self-Employed; Myself only June 2001 - Present
First Union Securities and predecessor firms January 1979 - July 2001
Boettcher& Co. January 1979 - July 2001
A.G. Edwards June 1976 - January 1979
Skills
Investments, Equities, Options, Foreign Exchange, Derivatives, Financial Analysis, Media Relations, Investor Relations, Public Relations, Public Speaking, Speech Writing, Accounting, Risk Management, Strategic Financial..., Retirement Planning, Business Strategy, Management
Education
University of Dayton 1972 — 1976
bachelor of science, accounting, cum laude graduate / 3.8 in major / 3.6 overall
Self-Employed; Myself only June 2001 - Present
First Union Securities and predecessor firms January 1979 - July 2001
Boettcher& Co. January 1979 - July 2001
A.G. Edwards June 1976 - January 1979
Skills
Investments, Equities, Options, Foreign Exchange, Derivatives, Financial Analysis, Media Relations, Investor Relations, Public Relations, Public Speaking, Speech Writing, Accounting, Risk Management, Strategic Financial..., Retirement Planning, Business Strategy, Management
Education
University of Dayton 1972 — 1976
bachelor of science, accounting, cum laude graduate / 3.8 in major / 3.6 overall
Mary Mottert's A.G. Edwards Experience 1990 - Present
Job Quality Assurance Analyst/Test Coordinator at Wachovia Securities (AGEdwards)
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC June 1990 - Present
A.G. Edwards 1990 - Present
Cerner Corporation June 1987 - June 1990
Education
Truman State University
Wells Fargo Advisors, LLC June 1990 - Present
A.G. Edwards 1990 - Present
Cerner Corporation June 1987 - June 1990
Education
Truman State University
Parker Denny's A.G. Edwards Experience 2002 - 2002
Job Owner, Rädenn Technologies
Industry Computer Hardware
Experience
Rädenn Technologies ContractorTEKsystemsAugust 2000 - September 2009
A.G. Edwards 2002 - 2002
Skills
Project Management, IT Service Management, Networking, Security, Troubleshooting, Software Installation, Help Desk Support, Active Directory, Windows Server, Computer Hardware
Education
University of Missouri-Saint Louis 2000 — 2004
B.S., Sociology
University of Dayton
Rädenn Technologies ContractorTEKsystemsAugust 2000 - September 2009
A.G. Edwards 2002 - 2002
Skills
Project Management, IT Service Management, Networking, Security, Troubleshooting, Software Installation, Help Desk Support, Active Directory, Windows Server, Computer Hardware
Education
University of Missouri-Saint Louis 2000 — 2004
B.S., Sociology
University of Dayton
Thomas Heard's A.G. Edwards Experience November 1999 - August 2004
Job Rector at St. John's Episcopal Church
Industry Religious Institutions
Experience
St. John's Episcopal Church August 2007 - Present
Diocese of the Central Gulf Coast 2007 - 2012
Diocese of Missouri 2006 - 2007
A.G. Edwards November 1999 - August 2004
A.G. Edwards May 1978 - November 1999
Interpretation Systems, Inc. May 1977 - July 1978
KANU Radio October 1973 - January 1977
Skills
Program Management, Pastoral Care, Preaching, Disaster Recovery, Volunteer Management, Leadership, Theology, Non-profits, Public Speaking, Fundraising, Leadership Development, Teaching, Community Outreach, Stewardship, Strategic Planning, Software Development, Religion, Research, Coaching, Biblical Studies, Spiritual Direction, Church Growth, Discipleship, Liturgy, Nonprofits, Youth Ministry, Chaplaincy, Pastoral Counseling
Education
General Theological Seminary 2004 — 2007
M.Div.
University of Kansas 1971 — 1978
Vocal Performance & Electrical Engineering
St. John's Episcopal Church August 2007 - Present
Diocese of the Central Gulf Coast 2007 - 2012
Diocese of Missouri 2006 - 2007
A.G. Edwards November 1999 - August 2004
A.G. Edwards May 1978 - November 1999
Interpretation Systems, Inc. May 1977 - July 1978
KANU Radio October 1973 - January 1977
Skills
Program Management, Pastoral Care, Preaching, Disaster Recovery, Volunteer Management, Leadership, Theology, Non-profits, Public Speaking, Fundraising, Leadership Development, Teaching, Community Outreach, Stewardship, Strategic Planning, Software Development, Religion, Research, Coaching, Biblical Studies, Spiritual Direction, Church Growth, Discipleship, Liturgy, Nonprofits, Youth Ministry, Chaplaincy, Pastoral Counseling
Education
General Theological Seminary 2004 — 2007
M.Div.
University of Kansas 1971 — 1978
Vocal Performance & Electrical Engineering
Chris Cleeland's A.G. Edwards Experience 1992 - 1994
Job Senior Software Engineer at Exegy
Industry Computer Software
Experience
Exegy April 2011 - Present
Object Computing, Inc. August 1999 - 2011
IONA Technologies 1998 - 1999
Connectria 1997 - 1998
Washington University 1996 - 1997
A.G. Edwards 1992 - 1994
Hilco Technologies 1990 - 1992
Skills
Design Patterns, Open Source Software, Distributed Systems, Open Source, C++, Linux, Perl, C, Subversion, CORBA, Object Oriented Design, CVS, TCP/IP, Git, Shell Scripting, Software Engineering, Software Development, Multithreading, Agile Methodologies
Education
Tulane University 1986 — 1990
BSE, Computer Engineering
SLUH 1982 — 1986
Exegy April 2011 - Present
Object Computing, Inc. August 1999 - 2011
IONA Technologies 1998 - 1999
Connectria 1997 - 1998
Washington University 1996 - 1997
A.G. Edwards 1992 - 1994
Hilco Technologies 1990 - 1992
Skills
Design Patterns, Open Source Software, Distributed Systems, Open Source, C++, Linux, Perl, C, Subversion, CORBA, Object Oriented Design, CVS, TCP/IP, Git, Shell Scripting, Software Engineering, Software Development, Multithreading, Agile Methodologies
Education
Tulane University 1986 — 1990
BSE, Computer Engineering
SLUH 1982 — 1986
Steve Penico's A.G. Edwards Experience 2001 - 2007
Job Software Developer at Keefe Group
Industry Computer Software
Experience
Keefe Group September 2014 - Present
Covidien December 2012 - September 2014
Sendouts August 2011 - November 2012
BJC HealthCare June 2010 - August 2011
Anheuser-Busch InBev April 2007 - March 2011
A.G. Edwards 2001 - 2007
Skills
ASP.NET, SQL Server, C#, SSIS, .NET, SQL, Crystal Reports, Agile, XML, JavaScript, T-SQL, Scrum, HTML, Visual Studio, Software Development, AJAX, WCF, Web Services, CSS, PL/SQL, OOP, Application Development, Programming, VB.NET
Education
Stanford University
B.A., Economics
University of Chicago Law School
JD, Law
Keefe Group September 2014 - Present
Covidien December 2012 - September 2014
Sendouts August 2011 - November 2012
BJC HealthCare June 2010 - August 2011
Anheuser-Busch InBev April 2007 - March 2011
A.G. Edwards 2001 - 2007
Skills
ASP.NET, SQL Server, C#, SSIS, .NET, SQL, Crystal Reports, Agile, XML, JavaScript, T-SQL, Scrum, HTML, Visual Studio, Software Development, AJAX, WCF, Web Services, CSS, PL/SQL, OOP, Application Development, Programming, VB.NET
Education
Stanford University
B.A., Economics
University of Chicago Law School
JD, Law
Eric Peng's A.G. Edwards Experience November 2006 - May 2007
Job Founder at Daily Fantasy Nerd
Industry Internet
Experience
Daily Fantasy Nerd January 2015 - Present
Quark Games 2009 - June 2014
Plaxo 2008 - 2009
Polarate 2007 - 2008
Google May 2007 - August 2007
A.G. Edwards November 2006 - May 2007
Microsoft May 2006 - August 2006
NASA Ames Research Center June 2003 - August 2003
Skills
Mobile Applications, Mobile Games, iPhone, Game Development, iOS development, Objective-C, Monetization, Video Games, Android, Xcode, Social Games, Android Development, Online Gaming, Ruby on Rails, Game Design
Education
University of California, Berkeley 2004 — 2007
Electrical Engineering and Computer Science
Daily Fantasy Nerd January 2015 - Present
Quark Games 2009 - June 2014
Plaxo 2008 - 2009
Polarate 2007 - 2008
Google May 2007 - August 2007
A.G. Edwards November 2006 - May 2007
Microsoft May 2006 - August 2006
NASA Ames Research Center June 2003 - August 2003
Skills
Mobile Applications, Mobile Games, iPhone, Game Development, iOS development, Objective-C, Monetization, Video Games, Android, Xcode, Social Games, Android Development, Online Gaming, Ruby on Rails, Game Design
Education
University of California, Berkeley 2004 — 2007
Electrical Engineering and Computer Science
Tom Coyle, AAMS's A.G. Edwards Experience 2000 - 2001
Job Life Insurance & Annuities Agent at National Agents Alliance Corporate
Industry Financial Services
Experience
National Agents Alliance Corporate July 2010 - Present
1st Metropolitan Mortgage;GMAC Mortgage (Ditech.com division) 1999 - 2009
Fleetwood Enterprises 2002 - 2004
A.G. Edwards 2000 - 2001
First American Capital Bank 1987 - 1999
Education
University of California, Los Angeles 1985 — 1987
BA, Political Science;concentration in Business Administration
University of California, Riverside 1983 — 1985
Political Science
National Agents Alliance Corporate July 2010 - Present
1st Metropolitan Mortgage;GMAC Mortgage (Ditech.com division) 1999 - 2009
Fleetwood Enterprises 2002 - 2004
A.G. Edwards 2000 - 2001
First American Capital Bank 1987 - 1999
Education
University of California, Los Angeles 1985 — 1987
BA, Political Science;concentration in Business Administration
University of California, Riverside 1983 — 1985
Political Science
Kathi Zinn's A.G. Edwards Experience October 2000 - July 2009
Job at Wachovia, A Wells Fargo Company
Industry Information Technology and Services
Experience
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company October 2000 - Present
A.G. Edwards October 2000 - July 2009
INTRAV September 1997 - October 2000
Clipper Cruise Line March 1992 - October 1994
Maritz Travel Company May 1990 - March 1992
Skills
Requirements Gathering, SDLC, Visio, Business Analysis
Education
St. Louis Community College 1986 — 1990
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company October 2000 - Present
A.G. Edwards October 2000 - July 2009
INTRAV September 1997 - October 2000
Clipper Cruise Line March 1992 - October 1994
Maritz Travel Company May 1990 - March 1992
Skills
Requirements Gathering, SDLC, Visio, Business Analysis
Education
St. Louis Community College 1986 — 1990
Tracey Cramer's A.G. Edwards Experience December 1986 - August 2007
Job Financial Advisor / Assoc. VP
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H and R Block Financial Advisors August 2007 - November 2008
A.G. Edwards December 1986 - August 2007
Education
UCLA 1980 — 1985
B.A., psychology
University High. Los Angeles 1976 — 1980
Ameriprise Financial November 2008 - Present
H and R Block Financial Advisors August 2007 - November 2008
A.G. Edwards December 1986 - August 2007
Education
UCLA 1980 — 1985
B.A., psychology
University High. Los Angeles 1976 — 1980
William Shelby's A.G. Edwards Experience July 2003 - April 2004
Job Operations Controller at Thoomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters October 2009 - Present
Anheuser-Busch April 2004 - December 2008
A.G. Edwards July 2003 - April 2004
American Water June 2002 - July 2003
Procter & Gamble August 1998 - May 2002
Education
Tuskegee University 1993 — 1998
BS, Electrical Engineering
Thomson Reuters October 2009 - Present
Anheuser-Busch April 2004 - December 2008
A.G. Edwards July 2003 - April 2004
American Water June 2002 - July 2003
Procter & Gamble August 1998 - May 2002
Education
Tuskegee University 1993 — 1998
BS, Electrical Engineering
Chet Reid's A.G. Edwards Experience Production Control AnalystMay Department StoresOctober 2000 - March 2003
Job Associate Operations Specialist at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards Production Control AnalystMay Department StoresOctober 2000 - March 2003
Education
The University of Memphis 1995 — 2001
A.G. Edwards Production Control AnalystMay Department StoresOctober 2000 - March 2003
Education
The University of Memphis 1995 — 2001
Kenneth Feiertag's A.G. Edwards Experience January 1997 - March 2005
Job Senior Vice President Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2005 - Present
A.G. Edwards January 1997 - March 2005
Merrill Lynch January 1994 - December 1996
Skills
Finance, Retirement Planning, Wealth Management..., Investments
Education
State University of New York College at Fredonia 1989 — 1993
University at Buffalo 1988 — 1992
Clarkstown South
Clarkstown South
Janney Montgomery Scott LLC March 2005 - Present
A.G. Edwards January 1997 - March 2005
Merrill Lynch January 1994 - December 1996
Skills
Finance, Retirement Planning, Wealth Management..., Investments
Education
State University of New York College at Fredonia 1989 — 1993
University at Buffalo 1988 — 1992
Clarkstown South
Clarkstown South
Tyler Nobles's A.G. Edwards Experience 2004 - 2005
Job Independent Landman
Industry Oil & Energy
Experience
Escondido Oil & Gas LLC January 2008 - Present
Estill-Sheffield Group January 2006 - January 2008
A.G. Edwards 2004 - 2005
Education
Texas Tech University 1998 — 2003
Texas Tech University - Rawls College of Business 1998 — 2003
Finance
Escondido Oil & Gas LLC January 2008 - Present
Estill-Sheffield Group January 2006 - January 2008
A.G. Edwards 2004 - 2005
Education
Texas Tech University 1998 — 2003
Texas Tech University - Rawls College of Business 1998 — 2003
Finance
David Lilliston's A.G. Edwards Experience October 1998 - January 2008
Job Vice President,investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2008 - Present
A.G. Edwards October 1998 - January 2008
Education
The University of Georgia 1981 — 1985
ba, Economics
Raymond James January 2008 - Present
A.G. Edwards October 1998 - January 2008
Education
The University of Georgia 1981 — 1985
ba, Economics
Rachelle Hill-McMahon's A.G. Edwards Experience 1996 - 1997
Job Client Services Representative, Chartered Mutual Fund Counselor
Industry Investment Management
Experience
Weitz Investment Management March 2000 - Present
Blue Cross Blue Shield 1997 - 2000
A.G. Edwards 1996 - 1997
Skills
RFP writing, Superior Client Service, Proofreading, Marketing Communications, Databases, Mutual Funds, Client Services
Education
The University of South Dakota 1991 — 1996
BA, English
Weitz Investment Management March 2000 - Present
Blue Cross Blue Shield 1997 - 2000
A.G. Edwards 1996 - 1997
Skills
RFP writing, Superior Client Service, Proofreading, Marketing Communications, Databases, Mutual Funds, Client Services
Education
The University of South Dakota 1991 — 1996
BA, English
D. Joseph Betz, CFA's A.G. Edwards Experience 1997 - 2002
Job Securities Lending at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors May 2012 - January 2014
Wells Fargo Advisors September 2010 - May 2012
American Capital Strategies 2007 - 2008
Legg Mason 2006 - 2007
Wachovia Capital Markets 2002 - 2006
Wachovia, A Wells Fargo Company 2002 - 2006
A.G. Edwards 1997 - 2002
Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory
Education
Truman State University 1993 — 1997
BS, Finance
St. Pius X
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors May 2012 - January 2014
Wells Fargo Advisors September 2010 - May 2012
American Capital Strategies 2007 - 2008
Legg Mason 2006 - 2007
Wachovia Capital Markets 2002 - 2006
Wachovia, A Wells Fargo Company 2002 - 2006
A.G. Edwards 1997 - 2002
Skills
Capital Markets, Portfolio Management, Equities, Financial Analysis, Finance, Strategy, Hedge Funds, Financial Services, Equity Research, Asset Allocation, Analysis, Trading, Loans, Leadership, Options, Budgets, Strategic Planning, Series 7, Financial Modeling, Investments, Valuation, Wealth Management, Securities, Asset Management, Investment Advisory
Education
Truman State University 1993 — 1997
BS, Finance
St. Pius X
Cass Wheeler's A.G. Edwards Experience July 1969 - July 1972
Job Strategic Consultant, Coach, Speaker and former national CEO of the American Heart Association
Industry Nonprofit Organization Management
Experience
Cass Wheeler November 2008 - Present
Feed The Children 2011 - 2011
The American Heart Association October 1973 - November 2008
A.G. Edwards July 1969 - July 1972
Skills
Branding & Identity, Executive Coaching, Entrepreneurship, Leadership, Management, Strategic Planning, Copywriting, Strategy, Nonprofits, Strategic Communications, Change Management, Social Media Marketing, Marketing Communications, Non-profits, Public Relations, Human Resources, Corporate Communications, Social Media, Integrated Marketing, Media Relations, Public Speaking, Fundraising, Press Releases, Marketing Strategy, Marketing, Performance Management, Newsletters, Event Management, Cause Marketing, Business Strategy, Social Networking, Board Development, Volunteer Management, Community Development, Philanthropy, Sponsorship, Crisis Communications, Annual Giving, Internal Communications, Stewardship, Coalitions, Event Planning, Community Outreach, Speech Writing, Grant Writing, Grassroots Organizing, Non-profit Board..., Non-profit..., Strategic Partnerships, Program Development
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Advertising
Cass Wheeler November 2008 - Present
Feed The Children 2011 - 2011
The American Heart Association October 1973 - November 2008
A.G. Edwards July 1969 - July 1972
Skills
Branding & Identity, Executive Coaching, Entrepreneurship, Leadership, Management, Strategic Planning, Copywriting, Strategy, Nonprofits, Strategic Communications, Change Management, Social Media Marketing, Marketing Communications, Non-profits, Public Relations, Human Resources, Corporate Communications, Social Media, Integrated Marketing, Media Relations, Public Speaking, Fundraising, Press Releases, Marketing Strategy, Marketing, Performance Management, Newsletters, Event Management, Cause Marketing, Business Strategy, Social Networking, Board Development, Volunteer Management, Community Development, Philanthropy, Sponsorship, Crisis Communications, Annual Giving, Internal Communications, Stewardship, Coalitions, Event Planning, Community Outreach, Speech Writing, Grant Writing, Grassroots Organizing, Non-profit Board..., Non-profit..., Strategic Partnerships, Program Development
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Advertising
karin puglisi's A.G. Edwards Experience June 2008 - August 2010
Job sales agent at D.R. Horton Homes, tampa florida
Industry Financial Services
Experience
D.R. Horton Homes, tampa florida April 2014 - Present
Deeb Realty March 2012 - Present
remax real estate January 2010 - June 2011
A.G. Edwards June 2008 - August 2010
Brookdale Senior Living October 2006 - November 2008
sel fast reo management January 2007 - June 2008
Skills
Real Estate, Single Family Homes, Residential Homes, Short Sales, New Home Sales, Contract Negotiation, Investment Properties, Referrals, Property, Condos, Selling, REO, First Time Home Buyers, Foreclosures, Sellers, Sales Management, Marketing, Sales, Negotiation, Customer Service, Property Management, Banking, Buyer Representation, Real Estate Transactions, Investors, Luxury, Finance, Seniors
Education
The University of Connecticut School of Business 1970 — 1980
ba
University of Connecticut
D.R. Horton Homes, tampa florida April 2014 - Present
Deeb Realty March 2012 - Present
remax real estate January 2010 - June 2011
A.G. Edwards June 2008 - August 2010
Brookdale Senior Living October 2006 - November 2008
sel fast reo management January 2007 - June 2008
Skills
Real Estate, Single Family Homes, Residential Homes, Short Sales, New Home Sales, Contract Negotiation, Investment Properties, Referrals, Property, Condos, Selling, REO, First Time Home Buyers, Foreclosures, Sellers, Sales Management, Marketing, Sales, Negotiation, Customer Service, Property Management, Banking, Buyer Representation, Real Estate Transactions, Investors, Luxury, Finance, Seniors
Education
The University of Connecticut School of Business 1970 — 1980
ba
University of Connecticut
Katie Reasor's A.G. Edwards Experience July 1994 - February 2008
Job Director of Retirement Product Marketing at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services February 2008 - February 2009
LPL Financial 2008 - 2009
A.G. Edwards July 1994 - February 2008
Education
The University of Kansas 1992 — 1996
B.A., Psychology
LPL Financial Services February 2008 - February 2009
LPL Financial 2008 - 2009
A.G. Edwards July 1994 - February 2008
Education
The University of Kansas 1992 — 1996
B.A., Psychology
Carr Stokes's A.G. Edwards Experience January 2004 - October 2005
Job Vice President at Advisors Asset Management
Industry Capital Markets
Experience
Advisors Asset Management, Inc. November 2005 - Present
A.G. Edwards January 2004 - October 2005
Skills
Bonds, Investments, Fixed Income, Estate Planning, Alternative Investments, Finance
Education
Texas A&M International University 2001 — 2004
MBA, International Business
Universidad de Salamanca 2000 — 2001
Spanish
Texas Tech University 1996 — 2000
BS, Political Science
Advisors Asset Management, Inc. November 2005 - Present
A.G. Edwards January 2004 - October 2005
Skills
Bonds, Investments, Fixed Income, Estate Planning, Alternative Investments, Finance
Education
Texas A&M International University 2001 — 2004
MBA, International Business
Universidad de Salamanca 2000 — 2001
Spanish
Texas Tech University 1996 — 2000
BS, Political Science
Alan Latoff, CFA's A.G. Edwards Experience May 2006 - October 2007
Job VP, Institutional Sales at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2007 - Present
A.G. Edwards May 2006 - October 2007
RBC Capital Markets January 2001 - May 2006
Skills
Fixed Income, Municipalities, Securities, Mutual Funds, Bonds, Portfolio Management, Series 7, Asset Allocation, Series 63, Investment Strategies, Capital Markets, Bloomberg
Education
University of Delaware 1983 — 1988
BS, Business Finance & Marketing
Janney Montgomery Scott December 2007 - Present
A.G. Edwards May 2006 - October 2007
RBC Capital Markets January 2001 - May 2006
Skills
Fixed Income, Municipalities, Securities, Mutual Funds, Bonds, Portfolio Management, Series 7, Asset Allocation, Series 63, Investment Strategies, Capital Markets, Bloomberg
Education
University of Delaware 1983 — 1988
BS, Business Finance & Marketing
Bryan Gaertner's A.G. Edwards Experience June 2006 - August 2006
Job Head of Growth at DocSend
Industry Internet
Experience
DocSend April 2015 - Present
Google March 2014 - March 2015
Google July 2011 - March 2014
Google May 2010 - July 2011
AdMob October 2008 - May 2010
A.G. Edwards June 2006 - August 2006
Skills
Mobile Advertising, Mobile Marketing, Mobile Devices, Analytics, Online Advertising, Digital Media, Mobile Applications, Web Analytics, User Experience, User Interface Design, Google Analytics, Digital Strategy, Google Adwords, Strategic Partnerships, E-commerce
Education
Stanford University 2004 — 2008
BA, Economics
DocSend April 2015 - Present
Google March 2014 - March 2015
Google July 2011 - March 2014
Google May 2010 - July 2011
AdMob October 2008 - May 2010
A.G. Edwards June 2006 - August 2006
Skills
Mobile Advertising, Mobile Marketing, Mobile Devices, Analytics, Online Advertising, Digital Media, Mobile Applications, Web Analytics, User Experience, User Interface Design, Google Analytics, Digital Strategy, Google Adwords, Strategic Partnerships, E-commerce
Education
Stanford University 2004 — 2008
BA, Economics
Holly Lundberg's A.G. Edwards Experience 1983 - 1985
Job President Lundberg Enterprises Ltd.,
Industry Real Estate
Experience
Lundberg Enterprises Ltd., 1999 - Present
The Honey Bee Company 1994 - 2000
EquiFirst Realty 1988 - 1992
SDM&G 1985 - 1988
A.G. Edwards 1983 - 1985
Skills
Negotiation, Team Building, Customer Service, Event Planning, Microsoft Office, Public Speaking, Real Estate, Residential Homes, Investment Properties
Education
Trinity International University 1976 — 1980
Social Sciences, History/Sociology
Lundberg Enterprises Ltd., 1999 - Present
The Honey Bee Company 1994 - 2000
EquiFirst Realty 1988 - 1992
SDM&G 1985 - 1988
A.G. Edwards 1983 - 1985
Skills
Negotiation, Team Building, Customer Service, Event Planning, Microsoft Office, Public Speaking, Real Estate, Residential Homes, Investment Properties
Education
Trinity International University 1976 — 1980
Social Sciences, History/Sociology
Frank J. Gavel Jr.'s A.G. Edwards Experience June 1993 - June 1999
Job Branch Owner Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 1999 - Present
Nutmeg Investment Group June 1999 - Present
Ceres Foundation 1999 - 2011
A.G. Edwards June 1993 - June 1999
Rumsey Hall School 1989 - 1993
Skills
Investments, Securities, Retirement, Asset Allocation, Estate Planning, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Financial Analysis, Portfolio Management, Wealth Management, Financial Advisory, Mutual Funds, Asset Management, Financial Planning, Finance, Series 63, Series 7
Education
Western Connecticut State University 1990 — 1995
MBA, General
Tulane University 1982 — 1986
BS, History/Psychology
Westminster 1982 — 1986
Raymond James Financial Services, Inc. June 1999 - Present
Nutmeg Investment Group June 1999 - Present
Ceres Foundation 1999 - 2011
A.G. Edwards June 1993 - June 1999
Rumsey Hall School 1989 - 1993
Skills
Investments, Securities, Retirement, Asset Allocation, Estate Planning, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Financial Analysis, Portfolio Management, Wealth Management, Financial Advisory, Mutual Funds, Asset Management, Financial Planning, Finance, Series 63, Series 7
Education
Western Connecticut State University 1990 — 1995
MBA, General
Tulane University 1982 — 1986
BS, History/Psychology
Westminster 1982 — 1986
James Linck's A.G. Edwards Experience June 2005 - April 2006
Job Team LeaderAML at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Edward Jones December 2008 - April 2014
Wachovia Securities April 2006 - December 2008
A.G. Edwards June 2005 - April 2006
Education
Webster University 2001 — 2003
MBA
Truman State University 1995 — 2000
Bachelor of Science, Business Administration--Management
Edward Jones April 2014 - Present
Edward Jones December 2008 - April 2014
Wachovia Securities April 2006 - December 2008
A.G. Edwards June 2005 - April 2006
Education
Webster University 2001 — 2003
MBA
Truman State University 1995 — 2000
Bachelor of Science, Business Administration--Management
Christine Cilley's A.G. Edwards Experience May 2002 - September 2003
Job Vice President, Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Jay Meador's A.G. Edwards Experience January 1998 - July 2005
Job CFP®
Industry Financial Services
Experience
Raymond James Financial Services July 2005 - Present
A.G. Edwards January 1998 - July 2005
Education
Texas A&M University
Raymond James Financial Services July 2005 - Present
A.G. Edwards January 1998 - July 2005
Education
Texas A&M University
Todd Blumberg, MBA, CPA's A.G. Edwards Experience April 2004 - June 2005
Job
Industry Accounting
Experience
Cherry Bekaert LLP January 2012 - July 2013
Tradex International Finance June 2007 - March 2011
John W. Henry and Company July 2010 - January 2011
Incobrasa Industries June 2005 - November 2006
A.G. Edwards April 2004 - June 2005
Skills
CPA, Auditing, Internal Audit, Accounting, Financial Accounting, Internal Controls, Sales, Finance, Financial Reporting, GAAP, Due Diligence, Supply Chain, Financial Analysis
Education
University of Miami - School of Business 2000 — 2002
MBA, International Business
Tulane University 1995 — 1997
MA, Latin American Studies
Cherry Bekaert LLP January 2012 - July 2013
Tradex International Finance June 2007 - March 2011
John W. Henry and Company July 2010 - January 2011
Incobrasa Industries June 2005 - November 2006
A.G. Edwards April 2004 - June 2005
Skills
CPA, Auditing, Internal Audit, Accounting, Financial Accounting, Internal Controls, Sales, Finance, Financial Reporting, GAAP, Due Diligence, Supply Chain, Financial Analysis
Education
University of Miami - School of Business 2000 — 2002
MBA, International Business
Tulane University 1995 — 1997
MA, Latin American Studies
M. Brian Todd's A.G. Edwards Experience 2002 - 2003
Job Investment Associate
Industry Financial Services
Experience
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Shannon McCall's A.G. Edwards Experience 2000 - 2007
Job FVP, Business Leader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2000 - Present
Wachovia Securities Financial Network 2007 - 2009
A.G. Edwards 2000 - 2007
Accenture June 1993 - December 2000
Skills
SDLC, PMO, Program Management, PMP, Business Analysis, Requirements Gathering, Process Improvement, Business Process..., Risk Management, Project Management, Financial Services, Requirements Analysis, Visio, Portfolio Management, Strategic Planning, Team Management, Team Leadership, Virtual Teams
Education
University of Dayton
Bachelor's degree, Computer Science
Wilberforce University
Bachelor's degree, Mathematics
Wells Fargo Advisors December 2000 - Present
Wachovia Securities Financial Network 2007 - 2009
A.G. Edwards 2000 - 2007
Accenture June 1993 - December 2000
Skills
SDLC, PMO, Program Management, PMP, Business Analysis, Requirements Gathering, Process Improvement, Business Process..., Risk Management, Project Management, Financial Services, Requirements Analysis, Visio, Portfolio Management, Strategic Planning, Team Management, Team Leadership, Virtual Teams
Education
University of Dayton
Bachelor's degree, Computer Science
Wilberforce University
Bachelor's degree, Mathematics
ariana Naqellari's A.G. Edwards Experience 1998 - 2004
Job owner at arianas boutique
Industry Financial Services
Experience
arianas boutique ownerarianas boutique2005 - Present
A.G. Edwards 1998 - 2004
Central Bank of Albania 1985 - 1995
Skills
Mutual Funds, Marketing, Investments, Retail, Series 7, Financial Analysis
Education
Webster University 1998 — 2001
MBA, Finance
Universiteti i Tiranës
arianas boutique ownerarianas boutique2005 - Present
A.G. Edwards 1998 - 2004
Central Bank of Albania 1985 - 1995
Skills
Mutual Funds, Marketing, Investments, Retail, Series 7, Financial Analysis
Education
Webster University 1998 — 2001
MBA, Finance
Universiteti i Tiranës
Jeff Farhy's A.G. Edwards Experience August 2005 - October 2007
Job Relationship Manager Vice President, Healthcare at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank March 2012 - Present
Janney Montgomery Scott March 2009 - August 2012
Shattuck Hammond Partners October 2007 - March 2009
A.G. Edwards August 2005 - October 2007
Legg Maon Wood Walker January 2001 - September 2005
Skills
Mergers, Valuation, Divestitures, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Structuring, Capital Markets, Due Diligence, Finance, Financial Modeling, Fixed Income, Financial Analysis, Securities, Equities, Corporate Finance
Education
Temple University - James E. Beasley School of Law 1992 — 1995
Juris Doctor, Law
Cornell University 1987 — 1991
Bachelor of the Arts, History
Harriton High School 1983 — 1987
First Niagara Bank March 2012 - Present
Janney Montgomery Scott March 2009 - August 2012
Shattuck Hammond Partners October 2007 - March 2009
A.G. Edwards August 2005 - October 2007
Legg Maon Wood Walker January 2001 - September 2005
Skills
Mergers, Valuation, Divestitures, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Structuring, Capital Markets, Due Diligence, Finance, Financial Modeling, Fixed Income, Financial Analysis, Securities, Equities, Corporate Finance
Education
Temple University - James E. Beasley School of Law 1992 — 1995
Juris Doctor, Law
Cornell University 1987 — 1991
Bachelor of the Arts, History
Harriton High School 1983 — 1987
Karen Kron's A.G. Edwards Experience 2001 - 2005
Job Portfolio Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae July 2009 - Present
A.G. Edwards 2001 - 2005
Education
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2001
MBA
Syracuse University 1988 — 1992
BA, Economics
Fannie Mae July 2009 - Present
A.G. Edwards 2001 - 2005
Education
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2001
MBA
Syracuse University 1988 — 1992
BA, Economics
Sharon Verzino (Molloy)'s A.G. Edwards Experience 2000 - 2005
Job Business Leader/Director at MasterCard
Industry Information Technology and Services
Experience
MasterCard May 2008 - Present
A.G. Edwards 2000 - 2005
Enterprise 1992 - 1999
Skills
SDLC, Electronic Payments, Process Improvement, Debit Cards, Vendor Management, Enterprise Architecture, Payment Systems, Credit Cards, Business Analysis, Change Management, Mobile Payments, Payments, Project Management
Education
University of Central Missouri 1984 — 1988
Aviation
MasterCard May 2008 - Present
A.G. Edwards 2000 - 2005
Enterprise 1992 - 1999
Skills
SDLC, Electronic Payments, Process Improvement, Debit Cards, Vendor Management, Enterprise Architecture, Payment Systems, Credit Cards, Business Analysis, Change Management, Mobile Payments, Payments, Project Management
Education
University of Central Missouri 1984 — 1988
Aviation
Matthew DePierro's A.G. Edwards Experience January 2008 - May 2008
Job Junior Accountant at Con Edision
Industry Accounting
Experience
Con Edison November 2010 - Present
JPMorgan Chase March 2010 - November 2010
Oneonta City High School August 2007 - December 2008
A.G. Edwards January 2008 - May 2008
North Shore Financial Group an Office of Metlife May 2007 - August 2007
Skills
Investments, Portfolio Management, Accounting, Project Implementation, Team Leadership
Education
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science in Business-Economics, Concentration in Finance
State University of New York Maritime College 2003 — 2004
Bachelor of Science in International Business
Con Edison November 2010 - Present
JPMorgan Chase March 2010 - November 2010
Oneonta City High School August 2007 - December 2008
A.G. Edwards January 2008 - May 2008
North Shore Financial Group an Office of Metlife May 2007 - August 2007
Skills
Investments, Portfolio Management, Accounting, Project Implementation, Team Leadership
Education
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science in Business-Economics, Concentration in Finance
State University of New York Maritime College 2003 — 2004
Bachelor of Science in International Business
Steve Harlamert's A.G. Edwards Experience August 2001 - March 2004
Job Inventory Analyst at MPW Industrial Services
Industry Financial Services
Experience
MPW Industrial Services June 2013 - Present
MPW Industrial Services September 2011 - June 2013
HB Products,Inc. April 2009 - May 2010
Gover Harley January 2007 - October 2008
Adrenaline Motorsports,LLC April 2004 - January 2007
A.G. Edwards August 2001 - March 2004
Banc One Securities Corp January 1998 - January 2001
Banc One Securities Corp April 1994 - January 1998
Harlamert Insurance Agency, Inc January 1986 - January 1994
Heck's Discount Stores January 1981 - January 1986
Skills
New Business Development, Sales, Account Management, Sales Management, Retail, Selling, Contract Negotiation, Customer Service, Marketing, Contract Management, Inventory Management, Customer Satisfaction, Business Planning, Training, Leadership, Negotiation, Purchasing, B2B, Customer Retention, Forecasting, Pricing, Product Development, Operations Management, Budgets, Team Building, Sales Operations, Management, Manufacturing, Strategic Planning
Education
The Ohio State University 1976 — 1978
none, Business
Anna Local Schools
High School, General Studies
MPW Industrial Services June 2013 - Present
MPW Industrial Services September 2011 - June 2013
HB Products,Inc. April 2009 - May 2010
Gover Harley January 2007 - October 2008
Adrenaline Motorsports,LLC April 2004 - January 2007
A.G. Edwards August 2001 - March 2004
Banc One Securities Corp January 1998 - January 2001
Banc One Securities Corp April 1994 - January 1998
Harlamert Insurance Agency, Inc January 1986 - January 1994
Heck's Discount Stores January 1981 - January 1986
Skills
New Business Development, Sales, Account Management, Sales Management, Retail, Selling, Contract Negotiation, Customer Service, Marketing, Contract Management, Inventory Management, Customer Satisfaction, Business Planning, Training, Leadership, Negotiation, Purchasing, B2B, Customer Retention, Forecasting, Pricing, Product Development, Operations Management, Budgets, Team Building, Sales Operations, Management, Manufacturing, Strategic Planning
Education
The Ohio State University 1976 — 1978
none, Business
Anna Local Schools
High School, General Studies
Brian Higdon's A.G. Edwards Experience February 2007 - July 2007
Job Vice President, Relationship Manager Healthcare Banking Group
Industry Banking
Experience
Regions Bank August 2014 - Present
Regions Bank September 2010 - August 2014
Regions Bank January 2009 - September 2010
Regions Bank July 2007 - January 2009
A.G. Edwards February 2007 - July 2007
BBVA Compass November 2005 - February 2007
Wells Fargo Financial January 2005 - November 2005
Skills
Portfolio Management, Commercial Banking, Credit, Finance, Microsoft Office, Account Management, Banking, Commercial Lending, Management
Education
University of Alabama 2000 — 2004
Management, Business Administration and Management, General
University of Alabama
Regions Bank August 2014 - Present
Regions Bank September 2010 - August 2014
Regions Bank January 2009 - September 2010
Regions Bank July 2007 - January 2009
A.G. Edwards February 2007 - July 2007
BBVA Compass November 2005 - February 2007
Wells Fargo Financial January 2005 - November 2005
Skills
Portfolio Management, Commercial Banking, Credit, Finance, Microsoft Office, Account Management, Banking, Commercial Lending, Management
Education
University of Alabama 2000 — 2004
Management, Business Administration and Management, General
University of Alabama
Kenneth Jernigan's A.G. Edwards Experience 2003 - 2004
Job SBA 504 Loan Officer at Self Help Ventures Fund
Industry Financial Services
Experience
Self Help Ventures Fund July 2012 - Present
Self-Help February 2007 - July 2012
A.G. Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
WineSource 1997 - 2001
Fairchild-Dornier 1993 - 1997
Barclays Bank 1981 - 1993
Manufacturers Hanover Trust 1978 - 1981
U.S. Department of State 1975 - 1978
Skills
Investments, Small Business Lending, Loans, Banking, Mortgage Lending, Business Development, Financial Analysis, Commercial Lending, Underwriting, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate, Financial Modeling, Credit, Due Diligence
Education
The George Washington University 1973 — 1975
MA, Economics
The George Washington University 1967 — 1971
BA, International Politics
Self Help Ventures Fund July 2012 - Present
Self-Help February 2007 - July 2012
A.G. Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
WineSource 1997 - 2001
Fairchild-Dornier 1993 - 1997
Barclays Bank 1981 - 1993
Manufacturers Hanover Trust 1978 - 1981
U.S. Department of State 1975 - 1978
Skills
Investments, Small Business Lending, Loans, Banking, Mortgage Lending, Business Development, Financial Analysis, Commercial Lending, Underwriting, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate, Financial Modeling, Credit, Due Diligence
Education
The George Washington University 1973 — 1975
MA, Economics
The George Washington University 1967 — 1971
BA, International Politics
Jerry Browning's A.G. Edwards Experience September 2001 - September 2008
Job Vice PresidentInvestments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 2009 - Present
Wachovia Securities, LLC September 2008 - April 2009
A.G. Edwards September 2001 - September 2008
Carle Clinic Association August 1996 - September 2001
OneCare Health Industries September 1994 - August 1996
Herman Hospital June 1990 - September 1994
Arthur Anderson & Co December 1985 - June 1990
Skills
Analysis, Brokerage, Budgets, Contract Negotiation, Due Diligence, Finance, Financial Reporting, Financial Services, Health Insurance, Insurance, Investments, Long-term Care, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Series 7, Strategic Planning, Executive Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Gregory Portland High 1977 — 1981
Stifel Nicolaus April 2009 - Present
Wachovia Securities, LLC September 2008 - April 2009
A.G. Edwards September 2001 - September 2008
Carle Clinic Association August 1996 - September 2001
OneCare Health Industries September 1994 - August 1996
Herman Hospital June 1990 - September 1994
Arthur Anderson & Co December 1985 - June 1990
Skills
Analysis, Brokerage, Budgets, Contract Negotiation, Due Diligence, Finance, Financial Reporting, Financial Services, Health Insurance, Insurance, Investments, Long-term Care, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Series 7, Strategic Planning, Executive Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Gregory Portland High 1977 — 1981
Rae Lees's A.G. Edwards Experience 2005 - 2007
Job VP/Inst Equities Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2007 - Present
A.G. Edwards 2005 - 2007
Education
Trinity University
Vanderbilt University - Owen Graduate School of Management
MBA
UBS Investment Bank 2007 - Present
A.G. Edwards 2005 - 2007
Education
Trinity University
Vanderbilt University - Owen Graduate School of Management
MBA
Michael Short CFP®'s A.G. Edwards Experience June 1999 - June 2008
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2011 - Present
Wells Fargo Advisors, LLC June 2008 - September 2011
A.G. Edwards June 1999 - June 2008
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Equities, Financial Analysis, Financial Modeling, Trust Services, 401k Rollovers, Mutual Funds
Education
The University of Akron 1980 — 1983
B.S., Accounting
Raymond James September 2011 - Present
Wells Fargo Advisors, LLC June 2008 - September 2011
A.G. Edwards June 1999 - June 2008
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Equities, Financial Analysis, Financial Modeling, Trust Services, 401k Rollovers, Mutual Funds
Education
The University of Akron 1980 — 1983
B.S., Accounting
Cary Runzel's A.G. Edwards Experience 2002 - 2003
Job Mortgage Banking Quality Specialist II at JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase October 2011 - Present
JPMorgan Chase 2007 - 2011
Barrington Bank and Trust 2005 - 2006
Barrington Bank and Trust 2003 - 2006
A.G. Edwards 2002 - 2003
GreatBank of Algonquin 2000 - 2003
Skills
Banking, Quality Center, Risk Management, Business Analysis, Loans, Auditing /..., Analysis / Research, Effective written &..., Computer Skills (MS..., Finance, Call Centers, Information Technology, Troubleshooting, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business
Finance
JPMorgan Chase October 2011 - Present
JPMorgan Chase 2007 - 2011
Barrington Bank and Trust 2005 - 2006
Barrington Bank and Trust 2003 - 2006
A.G. Edwards 2002 - 2003
GreatBank of Algonquin 2000 - 2003
Skills
Banking, Quality Center, Risk Management, Business Analysis, Loans, Auditing /..., Analysis / Research, Effective written &..., Computer Skills (MS..., Finance, Call Centers, Information Technology, Troubleshooting, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business
Finance
Todd Birkenholz's A.G. Edwards Experience 2002 - 2004
Job VP/Manager First Bank
Industry Banking
Experience
First Bank February 2004 - July 2015
A.G. Edwards 2002 - 2004
Skills
Banking, Credit Risk, Loans, Commercial Banking, Credit Analysis, Investments, Commercial Lending, Customer Service, Financial Analysis, Portfolio Management, Credit, Underwriting, Small Business Lending
Education
Truman State University 1997 — 2001
BS-Business Administration, Finance
First Bank February 2004 - July 2015
A.G. Edwards 2002 - 2004
Skills
Banking, Credit Risk, Loans, Commercial Banking, Credit Analysis, Investments, Commercial Lending, Customer Service, Financial Analysis, Portfolio Management, Credit, Underwriting, Small Business Lending
Education
Truman State University 1997 — 2001
BS-Business Administration, Finance
Kevin Pettersen's A.G. Edwards Experience 1990 - 2006
Job Registered Principal / Branch Manager Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC 2006 - Present
A.G. Edwards 1990 - 2006
Breen Murray Foster Securities, Inc. 1989 - 1990
D.H. Blair & Co, Inc 1986 - 1989
Skills
Securities, Retirement Planning, Investments, Financial Advisory, Retirement, Series 7, Series 63, Wealth Management, Mutual Funds, Uniform Combined State..., Estate Planning, Corporate Finance, Investment Strategies, Portfolio Management, Series 24, High Net Worth..., Insurance, Risk Management, Small Business, Series 65, Financial Planners, Asset Allocation, Investment Advisory, IRAs, FINRA, Fixed Annuities, Financial Services, 401k, Strategic Financial..., ETFs, Wealth Management...
Education
State University of New York at Stony Brook 1974 — 1978
Bachelor's Degree, Economics
Chaminade High School 1970 — 1974
Special Character Honors Award (1970 - 1974)
Raymond James Financial Services, Inc., Member FINRA/SIPC 2006 - Present
A.G. Edwards 1990 - 2006
Breen Murray Foster Securities, Inc. 1989 - 1990
D.H. Blair & Co, Inc 1986 - 1989
Skills
Securities, Retirement Planning, Investments, Financial Advisory, Retirement, Series 7, Series 63, Wealth Management, Mutual Funds, Uniform Combined State..., Estate Planning, Corporate Finance, Investment Strategies, Portfolio Management, Series 24, High Net Worth..., Insurance, Risk Management, Small Business, Series 65, Financial Planners, Asset Allocation, Investment Advisory, IRAs, FINRA, Fixed Annuities, Financial Services, 401k, Strategic Financial..., ETFs, Wealth Management...
Education
State University of New York at Stony Brook 1974 — 1978
Bachelor's Degree, Economics
Chaminade High School 1970 — 1974
Special Character Honors Award (1970 - 1974)
Pamela Rigsby, CFP®'s A.G. Edwards Experience June 1994 - November 2009
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc.; Member FINRA/SIPC November 2009 - Present
A.G. Edwards June 1994 - November 2009
Skills
Investment Advisory, Financial Advisory, Securities, Retirement Planning, Series 7, Supervisory Skills, Insurance Planning, Series 66, Certified Financial..., Branch Management, Principal Investing, Succession Planning, Estate Planning, Wealth Preservation..., Comprehensive Wealth...
Education
University of Central Florida - College of Business Administration
Raymond James Financial Services, Inc.; Member FINRA/SIPC November 2009 - Present
A.G. Edwards June 1994 - November 2009
Skills
Investment Advisory, Financial Advisory, Securities, Retirement Planning, Series 7, Supervisory Skills, Insurance Planning, Series 66, Certified Financial..., Branch Management, Principal Investing, Succession Planning, Estate Planning, Wealth Preservation..., Comprehensive Wealth...
Education
University of Central Florida - College of Business Administration
Andrew Bohm's A.G. Edwards Experience 2004 - 2008
Job PostBac, PreMedical Student
Industry Medical Practice
Experience
Emergency Ambulance Service, Inc. June 2009 - Present
A.G. Edwards 2004 - 2008
Education
State University of New York at Stony Brook 2007 — 2011
BSHS/BS, Health Science / Sociology
Emergency Ambulance Service, Inc. June 2009 - Present
A.G. Edwards 2004 - 2008
Education
State University of New York at Stony Brook 2007 — 2011
BSHS/BS, Health Science / Sociology
Shirley Meyer's A.G. Edwards Experience January 1990 - May 2004
Job Registered Sales Assistant at Currently Unemployed
Industry Financial Services
Experience
Currently Unemployed June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
A.G. Edwards January 1990 - May 2004
Skills
Series 7,6,63 &...
Education
Tulsa Community College 1989 — 1990
N/A
Hancock 1968 — 1971
Business
Currently Unemployed June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
A.G. Edwards January 1990 - May 2004
Skills
Series 7,6,63 &...
Education
Tulsa Community College 1989 — 1990
N/A
Hancock 1968 — 1971
Business
Brandy Nicholson's A.G. Edwards Experience February 2000 - July 2003
Job Office management
Industry Accounting
Experience
Trinity Property Group, LLC March 2013 - Present
Best Western Hospitality House September 2003 - January 2013
A.G. Edwards February 2000 - July 2003
Skills
Investments, Financial Analysis, Strategic Financial..., Forecasting, Budgets, Portfolio Management, Retirement Planning, Insurance, Strategic Planning, Customer Service, Business Strategy, Finance, Inventory Management, Human Resources, Accounts Payable, Public Speaking, Event Management, Team Building
Education
Stephens College 1996 — 1999
Bachelor of Arts (B.A.), Mathematical Sciences
Stephens College 1996 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Trinity Property Group, LLC March 2013 - Present
Best Western Hospitality House September 2003 - January 2013
A.G. Edwards February 2000 - July 2003
Skills
Investments, Financial Analysis, Strategic Financial..., Forecasting, Budgets, Portfolio Management, Retirement Planning, Insurance, Strategic Planning, Customer Service, Business Strategy, Finance, Inventory Management, Human Resources, Accounts Payable, Public Speaking, Event Management, Team Building
Education
Stephens College 1996 — 1999
Bachelor of Arts (B.A.), Mathematical Sciences
Stephens College 1996 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Jack Collins's A.G. Edwards Experience September 1999 - November 2007
Job CFO US Lower 48 Onshore at BP
Industry Oil & Energy
Experience
BP December 2014 - Present
Denbury Resources December 2011 - December 2014
PostRock Energy Corporation November 2007 - November 2011
A.G. Edwards September 1999 - November 2007
Education
University of Colorado at Boulder 1994 — 1996
Bachelor of Arts (BA), Economics with Business Emphasis
BP December 2014 - Present
Denbury Resources December 2011 - December 2014
PostRock Energy Corporation November 2007 - November 2011
A.G. Edwards September 1999 - November 2007
Education
University of Colorado at Boulder 1994 — 1996
Bachelor of Arts (BA), Economics with Business Emphasis
Richard Stiebel's A.G. Edwards Experience 1986 - 2008
Job Margin Department Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2011 - Present
Wachovia Securities Financial Network 2008 - 2011
A.G. Edwards 1986 - 2008
Education
St. Louis Community College
General Studies
Webster University
Business Administration and Management, General
Wells Fargo Advisors 2011 - Present
Wachovia Securities Financial Network 2008 - 2011
A.G. Edwards 1986 - 2008
Education
St. Louis Community College
General Studies
Webster University
Business Administration and Management, General
Brad Clay's A.G. Edwards Experience 2004 - 2006
Job Sr. Buyer at Murphy Oil
Industry Oil & Energy
Experience
Murphy Oil December 2010 - Present
Fluor Corporation 2006 - 2010
A.G. Edwards 2004 - 2006
Skills
Procurement, Materials Management, Logistics, Purchasing, EPC, Materials, Project Management, Sourcing, Negotiation, Petroleum
Education
Tulane University - A.B. Freeman School of Business 2010 — 2010
Certification, Business Essentials
University of Houston-Downtown 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Murphy Oil December 2010 - Present
Fluor Corporation 2006 - 2010
A.G. Edwards 2004 - 2006
Skills
Procurement, Materials Management, Logistics, Purchasing, EPC, Materials, Project Management, Sourcing, Negotiation, Petroleum
Education
Tulane University - A.B. Freeman School of Business 2010 — 2010
Certification, Business Essentials
University of Houston-Downtown 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.