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
Anthony Ruffo Anthony Ruffo's A.G. Edwards Experience June 2008 - August 2008
Job Senior Consultant at Carlisle & Gallagher Consulting Group, Inc.
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
Deloitte November 2013 - July 2015
Bank of America Merrill Lynch March 2013 - October 2013
Bank of America Merrill Lynch April 2012 - February 2013
Bank of America August 2009 - April 2012
A.G. Edwards June 2008 - August 2008
Cameron School of Business October 2006 - August 2008
Skills
Client Accounts, Backend Operations, Securities, Customer Retention, CRM, Management, Finance, Credit, Data Entry, Portfolio Management, Bloomberg Terminal, Real Estate, Microsoft Office, Financial Analysis, Banking, Financial Modeling, Time Management, Employee Benefits, Mortgage Banking, Financial Statement..., Consumer Lending, Sales, Insurance, Goal Oriented
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
West Middlesex
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
Deloitte November 2013 - July 2015
Bank of America Merrill Lynch March 2013 - October 2013
Bank of America Merrill Lynch April 2012 - February 2013
Bank of America August 2009 - April 2012
A.G. Edwards June 2008 - August 2008
Cameron School of Business October 2006 - August 2008
Skills
Client Accounts, Backend Operations, Securities, Customer Retention, CRM, Management, Finance, Credit, Data Entry, Portfolio Management, Bloomberg Terminal, Real Estate, Microsoft Office, Financial Analysis, Banking, Financial Modeling, Time Management, Employee Benefits, Mortgage Banking, Financial Statement..., Consumer Lending, Sales, Insurance, Goal Oriented
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
West Middlesex
Kraig Whittenberg PHR Kraig Whittenberg PHR's A.G. Edwards Experience March 2000 - March 2002
Job Talent Acquisition Manager at Ascension Information Services
Industry Human Resources
Experience
Ascension Information Services March 2010 - Present
Scottrade January 2009 - March 2010
Bridger Peaks Consulting March 2002 - December 2008
A.G. Edwards March 2000 - March 2002
PDS Information Services April 1998 - February 2000
Skills
Human Resources, Recruiting, Human Capital, Applicant Tracking..., Performance Management, Behavioral Interviewing, Team Leadership, Management, Project Management, Succession Planning, Interviews, Personnel Management, Talent Acquisition, Training, Hiring, Employee Relations
Education
University of Missouri-Saint Louis 1992 — 1995
Political Science
Ascension Information Services March 2010 - Present
Scottrade January 2009 - March 2010
Bridger Peaks Consulting March 2002 - December 2008
A.G. Edwards March 2000 - March 2002
PDS Information Services April 1998 - February 2000
Skills
Human Resources, Recruiting, Human Capital, Applicant Tracking..., Performance Management, Behavioral Interviewing, Team Leadership, Management, Project Management, Succession Planning, Interviews, Personnel Management, Talent Acquisition, Training, Hiring, Employee Relations
Education
University of Missouri-Saint Louis 1992 — 1995
Political Science
Tony Pace Tony Pace's A.G. Edwards Experience April 1992 - July 2002
Job SE Regional Operations Centralization Manager for AT&T Digital Life Program
Industry Industrial Automation
Experience
AT&T Digital Life February 2013 - Present
In Control Services July 2012 - February 2013
Devcon Security February 2011 - July 2012
Brinks Home Security February 2003 - January 2011
A.G. Edwards April 1992 - July 2002
Shearson American Express May 1980 - April 1992
Skills
Alarm Systems, Sales Management, Cold Calling, Direct Sales, Sales Process, Access Control, Operations Management, Fire Alarm, Income Statement, CCTV
Education
University of New Hampshire
AT&T Digital Life February 2013 - Present
In Control Services July 2012 - February 2013
Devcon Security February 2011 - July 2012
Brinks Home Security February 2003 - January 2011
A.G. Edwards April 1992 - July 2002
Shearson American Express May 1980 - April 1992
Skills
Alarm Systems, Sales Management, Cold Calling, Direct Sales, Sales Process, Access Control, Operations Management, Fire Alarm, Income Statement, CCTV
Education
University of New Hampshire
Tim Carlock Tim Carlock's A.G. Edwards Experience March 2001 - March 2004
Job Senior Software Engineer at Uber
Industry Information Technology and Services
Experience
Uber May 2014 - Present
Learnist February 2013 - May 2014
Expedia June 2012 - February 2013
Nexly July 2009 - December 2012
Hammond Associates March 2004 - July 2009
A.G. Edwards March 2001 - March 2004
Skills
Agile Methodologies, Start-ups, CSS, Business Development, jQuery, Java, MySQL, Business Modeling, Ruby on Rails, Business Analysis, SQL, JavaScript, Git, Github, Jenkins, SASS, CSS3, HAML, PostgreSQL, RSpec, Sphinx, RVM, Backbone.js, Maven, CoffeeScript, MongoDB, Heroku
Education
University of Missouri-Saint Louis 2002 — 2003
BS-MIS, Management Information Systems
University of Missouri-Saint Louis 1999 — 2002
BSBA, Finance
Uber May 2014 - Present
Learnist February 2013 - May 2014
Expedia June 2012 - February 2013
Nexly July 2009 - December 2012
Hammond Associates March 2004 - July 2009
A.G. Edwards March 2001 - March 2004
Skills
Agile Methodologies, Start-ups, CSS, Business Development, jQuery, Java, MySQL, Business Modeling, Ruby on Rails, Business Analysis, SQL, JavaScript, Git, Github, Jenkins, SASS, CSS3, HAML, PostgreSQL, RSpec, Sphinx, RVM, Backbone.js, Maven, CoffeeScript, MongoDB, Heroku
Education
University of Missouri-Saint Louis 2002 — 2003
BS-MIS, Management Information Systems
University of Missouri-Saint Louis 1999 — 2002
BSBA, Finance
Jack Gorsuch Jr Jack Gorsuch Jr's A.G. Edwards Experience 2004 - 2008
Job Financial Advisor / Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2004 - 2008
Morgan Stanley 1995 - 2004
A.G. Edwards 1979 - 1995
Skills
Finacial Advice, Wealth Management..., Retirement Planning, Wealth Management, Series 7, Investments, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Finance, Asset Allocation
Education
University of Missouri-Columbia
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2004 - 2008
Morgan Stanley 1995 - 2004
A.G. Edwards 1979 - 1995
Skills
Finacial Advice, Wealth Management..., Retirement Planning, Wealth Management, Series 7, Investments, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Finance, Asset Allocation
Education
University of Missouri-Columbia
Liza Lankford Liza Lankford's A.G. Edwards Experience 2004 - 2005
Job Editor Operations Analyst at Answers.com
Industry Internet
Experience
Answers.com July 2013 - Present
Wells Fargo Advisors June 2012 - July 2013
Wells Fargo Advisors March 2011 - June 2012
Wells Fargo Advisors 2005 - March 2011
A.G. Edwards 2004 - 2005
Skills
Training, Editing, Microsoft Office, Copy Editing, Exceptional written and..., Strong analytical and..., Customer Service, Workshop Facilitation, Intermediate Spanish..., Microsoft Excel, Microsoft Word, English Literature, Google Groups, Photography, Video Editing, Community Moderation, DBVisualizer, Google Analytics, Mail Merge, Community Management, Project Management
Education
Webster University 2001 — 2004
B.A. English, English - Literature
University of Missouri-Columbia 2000 — 2001
Answers.com July 2013 - Present
Wells Fargo Advisors June 2012 - July 2013
Wells Fargo Advisors March 2011 - June 2012
Wells Fargo Advisors 2005 - March 2011
A.G. Edwards 2004 - 2005
Skills
Training, Editing, Microsoft Office, Copy Editing, Exceptional written and..., Strong analytical and..., Customer Service, Workshop Facilitation, Intermediate Spanish..., Microsoft Excel, Microsoft Word, English Literature, Google Groups, Photography, Video Editing, Community Moderation, DBVisualizer, Google Analytics, Mail Merge, Community Management, Project Management
Education
Webster University 2001 — 2004
B.A. English, English - Literature
University of Missouri-Columbia 2000 — 2001
Molly Cumiskey Molly Cumiskey's A.G. Edwards Experience June 1991 - December 1993
Job Technology Specialist at Parkway Schools
Industry Information Technology and Services
Experience
Parkway Schools - Parkway Central High School August 2015 - Present
Rockwood School District February 2012 - February 2014
Parkway School District - Parkway South High School February 2010 - February 2012
Aviva LLC February 2008 - December 2010
Sprint Long Distance July 1996 - February 2001
Yellow Technologies January 1996 - July 1998
Advanced Business Consultants January 1995 - October 1996
Data Times March 1994 - February 1995
A.G. Edwards June 1991 - December 1993
Accenture May 1989 - June 1991
Skills
Unix, Oracle, Database Administration, Disaster Recovery, Databases, Project Management, SQL, Microsoft SQL Server, SSRS, SSIS
Education
University of Missouri-Columbia 1984 — 1989
BS, Electrical Engineering
Parkway Schools - Parkway Central High School August 2015 - Present
Rockwood School District February 2012 - February 2014
Parkway School District - Parkway South High School February 2010 - February 2012
Aviva LLC February 2008 - December 2010
Sprint Long Distance July 1996 - February 2001
Yellow Technologies January 1996 - July 1998
Advanced Business Consultants January 1995 - October 1996
Data Times March 1994 - February 1995
A.G. Edwards June 1991 - December 1993
Accenture May 1989 - June 1991
Skills
Unix, Oracle, Database Administration, Disaster Recovery, Databases, Project Management, SQL, Microsoft SQL Server, SSRS, SSIS
Education
University of Missouri-Columbia 1984 — 1989
BS, Electrical Engineering
Stephanie L Webster Stephanie L Webster's A.G. Edwards Experience 2004 - 2005
Job General Partner
Industry Venture Capital & Private Equity
Experience
Millennium Absolute Return Fund, LP December 2012 - Present
Trig Capital Group, LLC February 2012 - Present
Atlas One Financial April 2010 - December 2011
Capital Guardian LLC October 2009 - April 2010
Newbridge Securities April 2008 - December 2009
Wachovia Bank NA May 2006 - April 2008
A.G. Edwards 2004 - 2005
Skills
Series 7, Asset Management, Retirement Planning, Investments, Fixed Income
Education
University of Mary-Hardin Baylor
BS, History
Urbana High School
Sayre School
Millennium Absolute Return Fund, LP December 2012 - Present
Trig Capital Group, LLC February 2012 - Present
Atlas One Financial April 2010 - December 2011
Capital Guardian LLC October 2009 - April 2010
Newbridge Securities April 2008 - December 2009
Wachovia Bank NA May 2006 - April 2008
A.G. Edwards 2004 - 2005
Skills
Series 7, Asset Management, Retirement Planning, Investments, Fixed Income
Education
University of Mary-Hardin Baylor
BS, History
Urbana High School
Sayre School
Scott Howerter's A.G. Edwards Experience January 1992 - March 2004
Job Managing Director and Investment Advisor at North Channel Capital Management Group
Industry Financial Services
Experience
North Channel Capital Management Group July 2009 - Present
Smith Barney March 2004 - July 2009
A.G. Edwards January 1992 - March 2004
Skills
Investments, Risk Management, Financial Analysis, Retirement Planning, Investment Strategies, Securities, Equities, Asset Allocation, Asset Management, Executive Management, Mutual Funds, Retirement, Fixed Income, ETFs, Estate Planning...
Education
University of Nebraska-Lincoln 1982 — 1986
Business Administration and Management, General
University of Arizona 1981 — 1982
Business Administration and Management, General
North Channel Capital Management Group July 2009 - Present
Smith Barney March 2004 - July 2009
A.G. Edwards January 1992 - March 2004
Skills
Investments, Risk Management, Financial Analysis, Retirement Planning, Investment Strategies, Securities, Equities, Asset Allocation, Asset Management, Executive Management, Mutual Funds, Retirement, Fixed Income, ETFs, Estate Planning...
Education
University of Nebraska-Lincoln 1982 — 1986
Business Administration and Management, General
University of Arizona 1981 — 1982
Business Administration and Management, General
Leslye Norsworthy Leslye Norsworthy's A.G. Edwards Experience 2000 - 2008
Job Independent User Experience Consultant
Industry Information Technology and Services
Experience
Independent User Experience Consultant 2011 - Present
Brown Shoe Company July 2008 - July 2009
Wachovia Securities 2000 - 2008
A.G. Edwards 2000 - 2008
Skills
Contextual Inquiry, Data Analysis, Heuristic Evaluation, Information Architecture, Interaction Design, Leadership, Management, Online Marketing, Software Development, Usability, Usability Testing, User-centered Design, Web Development
Education
University of Maryland College Park
BS, Psychology
Independent User Experience Consultant 2011 - Present
Brown Shoe Company July 2008 - July 2009
Wachovia Securities 2000 - 2008
A.G. Edwards 2000 - 2008
Skills
Contextual Inquiry, Data Analysis, Heuristic Evaluation, Information Architecture, Interaction Design, Leadership, Management, Online Marketing, Software Development, Usability, Usability Testing, User-centered Design, Web Development
Education
University of Maryland College Park
BS, Psychology
Ryan Cahill Ryan Cahill's A.G. Edwards Experience November 2006 - May 2008
Job Sales Leader | Digital Marketing Expert | Entrepreneur
Industry Computer Software
Experience
StrongView July 2015 - Present
Executive Answers April 2014 - Present
Responsys September 2012 - August 2014
ProcessMAP Corporation May 2012 - September 2012
Zuora, Inc. November 2010 - May 2012
SuccessFactors October 2008 - November 2010
Levatas May 2008 - October 2008
A.G. Edwards November 2006 - May 2008
Seaboard International August 2003 - May 2006
MBNA America Bank January 2000 - August 2001
Skills
SaaS, Salesforce.com, Lead Generation, Cloud Computing, Sales Process, CRM, New Business Development, Leadership, Business Development, Sales Operations, Strategy, Enterprise Software, Marketing, Digital Marketing, Sales, Mobile Devices, Management, Start-ups, Marketing Strategy, Strategic Partnerships, Cold Calling, Consulting, E-commerce, Sales Management, Product Development, Analytics, Territory Analysis, Marketing Automation, Subscription, Solution Selling, Strategic Planning, Start-up Consulting, Subscription Billing, Digital Strategy, Customer Experience..., Cross Channel Marketing, Email Marketing, Business Strategy, Go-to-market Strategy, B2B, Multi-channel Marketing, Mobile Marketing, Demand Generation, Business Intelligence, Web Analytics, Customer Acquisition, Sales Enablement, Integrated Marketing, Subscription Sales, C-Suite Selling
Education
University of New Hampshire 1999 — 2003
BA, English, Business
Souhegan High School 1995 — 1999
StrongView July 2015 - Present
Executive Answers April 2014 - Present
Responsys September 2012 - August 2014
ProcessMAP Corporation May 2012 - September 2012
Zuora, Inc. November 2010 - May 2012
SuccessFactors October 2008 - November 2010
Levatas May 2008 - October 2008
A.G. Edwards November 2006 - May 2008
Seaboard International August 2003 - May 2006
MBNA America Bank January 2000 - August 2001
Skills
SaaS, Salesforce.com, Lead Generation, Cloud Computing, Sales Process, CRM, New Business Development, Leadership, Business Development, Sales Operations, Strategy, Enterprise Software, Marketing, Digital Marketing, Sales, Mobile Devices, Management, Start-ups, Marketing Strategy, Strategic Partnerships, Cold Calling, Consulting, E-commerce, Sales Management, Product Development, Analytics, Territory Analysis, Marketing Automation, Subscription, Solution Selling, Strategic Planning, Start-up Consulting, Subscription Billing, Digital Strategy, Customer Experience..., Cross Channel Marketing, Email Marketing, Business Strategy, Go-to-market Strategy, B2B, Multi-channel Marketing, Mobile Marketing, Demand Generation, Business Intelligence, Web Analytics, Customer Acquisition, Sales Enablement, Integrated Marketing, Subscription Sales, C-Suite Selling
Education
University of New Hampshire 1999 — 2003
BA, English, Business
Souhegan High School 1995 — 1999
Emily Millsap's A.G. Edwards Experience February 2002 - April 2005
Job Wealth Planner, CFP® at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2011 - Present
Old National Bank April 2005 - May 2011
A.G. Edwards February 2002 - April 2005
Edward Jones 2000 - 2002
Education
University of Evansville
Bachelor of Science (BS)
Hilliard Lyons 2011 - Present
Old National Bank April 2005 - May 2011
A.G. Edwards February 2002 - April 2005
Edward Jones 2000 - 2002
Education
University of Evansville
Bachelor of Science (BS)
david scott pruitt david scott pruitt's A.G. Edwards Experience July 2001 - January 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards July 2001 - January 2008
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Virginia
Ameriprise Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards July 2001 - January 2008
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Virginia
Gregory Hicks's A.G. Edwards Experience September 1996 - January 2000
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation January 2000 - Present
A.G. Edwards September 1996 - January 2000
Skills
Wealth Management, Investments, Estate Planning, Asset Management, Wealth Management..., Financial Analysis, Strategic Financial..., Financial Modeling, 401k, Insurance, Valuation, Credit, Investment Advisory, Alternative Investments, Private Banking, Retirement Planning, Qualified Retirement..., Small Business..., Mortgage Lending, Irrevocable Life..., Charitable Gift Planning, Hedge Funds, Succession Planning, Cash Management, Fixed Income Strategies, Credit Cards, Lines Of Credit, Private Foundations, Financial Services, High Net Worth..., Small Business, ETFs, Series 63
Education
University of Florida 1985 — 1987
College of Santa Fe 1983 — 1985
Associate's Degree/College Diploma
Seminole High School
Merrill Lynch Wealth Management, Bank of America Corporation January 2000 - Present
A.G. Edwards September 1996 - January 2000
Skills
Wealth Management, Investments, Estate Planning, Asset Management, Wealth Management..., Financial Analysis, Strategic Financial..., Financial Modeling, 401k, Insurance, Valuation, Credit, Investment Advisory, Alternative Investments, Private Banking, Retirement Planning, Qualified Retirement..., Small Business..., Mortgage Lending, Irrevocable Life..., Charitable Gift Planning, Hedge Funds, Succession Planning, Cash Management, Fixed Income Strategies, Credit Cards, Lines Of Credit, Private Foundations, Financial Services, High Net Worth..., Small Business, ETFs, Series 63
Education
University of Florida 1985 — 1987
College of Santa Fe 1983 — 1985
Associate's Degree/College Diploma
Seminole High School
Kim Boothman, ME Kim Boothman, ME's A.G. Edwards Experience January 2006 - October 2006
Job Websphere Technical Services Manager at Emerson
Industry Information Technology and Services
Experience
Emerson Electric Co. December 2013 - Present
Red Gekko Design March 2013 - Present
University of Phoenix January 2012 - Present
Emerson Electric Co. April 2009 - December 2013
Ameren June 2008 - November 2008
Bank of America (Consumer Real Estate) October 2006 - May 2008
A.G. Edwards January 2006 - October 2006
General Electric October 1996 - January 2006
Skills
WebSphere Application..., Websphere Commerce, Java, SOX, Vendor Relations, PCI DSS, Application Development, Team Building, Six Sigma, Project Execution, PMI, SEO, E-commerce, Web Analytics, B2B eCommerce, B2C, Website Development, J2EE Architecture, Internationalization, Social Media, Content Management, SharePoint, SharePoint Designer, PHP, Silverlight, Social Media Marketing, Google API, Financial Services, ABL, WebTrends Analytics, Google Analytics, Project Management, Mobile Internet, Mobile Design, Mobile Payments, Vendor Management, Mobile Commerce, Omniture, Vertex, SDLC, Agile & Waterfall..., Software Development, Web Chat, B2B, Disaster Recovery, Leadership, Sarbanes-Oxley Act, Mergers & Acquisitions, WordPress, Scrum
Education
Washington University in St. Louis 2002 — 2005
Masters, Information Management, 4.0
University of Missouri-Saint Louis 1990 — 1996
BSBA, Management Information Systems, 3.45
Emerson Electric Co. December 2013 - Present
Red Gekko Design March 2013 - Present
University of Phoenix January 2012 - Present
Emerson Electric Co. April 2009 - December 2013
Ameren June 2008 - November 2008
Bank of America (Consumer Real Estate) October 2006 - May 2008
A.G. Edwards January 2006 - October 2006
General Electric October 1996 - January 2006
Skills
WebSphere Application..., Websphere Commerce, Java, SOX, Vendor Relations, PCI DSS, Application Development, Team Building, Six Sigma, Project Execution, PMI, SEO, E-commerce, Web Analytics, B2B eCommerce, B2C, Website Development, J2EE Architecture, Internationalization, Social Media, Content Management, SharePoint, SharePoint Designer, PHP, Silverlight, Social Media Marketing, Google API, Financial Services, ABL, WebTrends Analytics, Google Analytics, Project Management, Mobile Internet, Mobile Design, Mobile Payments, Vendor Management, Mobile Commerce, Omniture, Vertex, SDLC, Agile & Waterfall..., Software Development, Web Chat, B2B, Disaster Recovery, Leadership, Sarbanes-Oxley Act, Mergers & Acquisitions, WordPress, Scrum
Education
Washington University in St. Louis 2002 — 2005
Masters, Information Management, 4.0
University of Missouri-Saint Louis 1990 — 1996
BSBA, Management Information Systems, 3.45
Sue A. Williams's A.G. Edwards Experience 2003 - 2005
Job Client Success Manager at Relias Learning
Industry E-Learning
Experience
Blended Learning Consultant 2014 - July 2015
NC DHHS Accenture Contractor 2012 - 2014
NC Department of Health & Human Services - Children's Developmental Services Agency 2011 - 2012
Harbor Retirement Associates, LLC - Regency Park 2008 - April 2010
Wachovia Bank (now Wells Fargo) 2006 - 2008
A.G. Edwards 2003 - 2005
Crisp Hughes Evans, LLP (now Dixon Hughes Goodman LLP) 2001 - 2003
Multiple 1990 - 2001
Skills
Process Improvement, Change Management, Technical Training, Training, Program Management, Instructional Design, Curriculum Development, Educational Technology, Staff Development, Team Building, Leadership Development, Teaching, Leadership, Curriculum Design, Research, Customer Service, Editing, Employee Training, E-Learning, Teacher Training, Public Speaking, Hands-on Training, Executive Coaching, Educational Leadership, Adult Education, Coaching, Business Development, Public Relations, Microsoft Office, PowerPoint, Training Delivery, Instructional Technology, Teachers, Microsoft Word, Microsoft Excel, Distance Learning, Management, Human Resources, Employee Relations, Curam software, HP Quality Center, SharePoint, New Business Development
Education
Wake Forest University & University of NC at Charlotte
Bachelor of Science (B.S.), Biology/Biological Sciences, General Education
University of North Carolina at Charlotte
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
Blended Learning Consultant 2014 - July 2015
NC DHHS Accenture Contractor 2012 - 2014
NC Department of Health & Human Services - Children's Developmental Services Agency 2011 - 2012
Harbor Retirement Associates, LLC - Regency Park 2008 - April 2010
Wachovia Bank (now Wells Fargo) 2006 - 2008
A.G. Edwards 2003 - 2005
Crisp Hughes Evans, LLP (now Dixon Hughes Goodman LLP) 2001 - 2003
Multiple 1990 - 2001
Skills
Process Improvement, Change Management, Technical Training, Training, Program Management, Instructional Design, Curriculum Development, Educational Technology, Staff Development, Team Building, Leadership Development, Teaching, Leadership, Curriculum Design, Research, Customer Service, Editing, Employee Training, E-Learning, Teacher Training, Public Speaking, Hands-on Training, Executive Coaching, Educational Leadership, Adult Education, Coaching, Business Development, Public Relations, Microsoft Office, PowerPoint, Training Delivery, Instructional Technology, Teachers, Microsoft Word, Microsoft Excel, Distance Learning, Management, Human Resources, Employee Relations, Curam software, HP Quality Center, SharePoint, New Business Development
Education
Wake Forest University & University of NC at Charlotte
Bachelor of Science (B.S.), Biology/Biological Sciences, General Education
University of North Carolina at Charlotte
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
Jeffrey LeClair Jeffrey LeClair's A.G. Edwards Experience April 2002 - July 2006
Job Senior Vice President, Marketing
Industry Financial Services
Experience
Direxion Investments 2006 - Present
A.G. Edwards April 2002 - July 2006
Putnam Investments 1999 - 2002
Skills
Alternative Investments, Investments, Marketing Communications, Hedge Funds, Asset Management, Series 7, Series 63, Series 65, Eloqua, Salesforce.com, Marketing Automation, Trading, Investment Management, Retirement Planning, Mutual Funds
Education
University of Massachusetts at Lowell 1998 — 2002
Business Administration, Finance/Marketing
Direxion Investments 2006 - Present
A.G. Edwards April 2002 - July 2006
Putnam Investments 1999 - 2002
Skills
Alternative Investments, Investments, Marketing Communications, Hedge Funds, Asset Management, Series 7, Series 63, Series 65, Eloqua, Salesforce.com, Marketing Automation, Trading, Investment Management, Retirement Planning, Mutual Funds
Education
University of Massachusetts at Lowell 1998 — 2002
Business Administration, Finance/Marketing
Srikanth Nadindla Srikanth Nadindla's A.G. Edwards Experience January 2007 - September 2007
Job Test Engineer at Enterprise RentACar
Industry Computer Software
Experience
Enterprise Rent-A-Car September 2013 - June 2015
Safety National 2013 - 2013
Enterprise Rent-A-Car December 2010 - December 2012
Capital One January 2008 - October 2009
A.G. Edwards January 2007 - September 2007
Southern Illinois Healthcare Foundation December 2005 - November 2006
GE Financial Assurance November 2004 - November 2005
Skills
Quality Assurance, Testing, Software Quality..., Regression Testing, Agile Methodologies, SDLC, Test Cases, Software Documentation, Requirements Analysis, Process Improvement, System Testing, SQL, Quality Control, User Acceptance Testing, Unix, Management, Test Automation, Integration, Test Planning, Quality Center, Rational Quality Manager, RQM, ClearQuest, Microsoft Office, XML, soupUI, Manual Testing, Customer Satisfaction, Cross-browser..., Account Management, Customer Service, System Integration..., GUI Testing, Usability Testing, Performance Testing, Compatibility Testing, Security Testing, Sanity Testing, Smoke Testing, Exploratory Testing, Web Applications, Databases, Stress Testing
Education
University of Missouri-Kansas City 2005 — 2005
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Kansas City 2003 — 2005
Bachelor of Arts (BA), Computer Science
University of Missouri-Kansas City School of Medicine
Doctor of Medicine (MD), Medicine
Mary Institute and St. Louis Country Day School (MICDS) 1993 — 1998
Van-Far R-1 School District 1985 — 1993
Enterprise Rent-A-Car September 2013 - June 2015
Safety National 2013 - 2013
Enterprise Rent-A-Car December 2010 - December 2012
Capital One January 2008 - October 2009
A.G. Edwards January 2007 - September 2007
Southern Illinois Healthcare Foundation December 2005 - November 2006
GE Financial Assurance November 2004 - November 2005
Skills
Quality Assurance, Testing, Software Quality..., Regression Testing, Agile Methodologies, SDLC, Test Cases, Software Documentation, Requirements Analysis, Process Improvement, System Testing, SQL, Quality Control, User Acceptance Testing, Unix, Management, Test Automation, Integration, Test Planning, Quality Center, Rational Quality Manager, RQM, ClearQuest, Microsoft Office, XML, soupUI, Manual Testing, Customer Satisfaction, Cross-browser..., Account Management, Customer Service, System Integration..., GUI Testing, Usability Testing, Performance Testing, Compatibility Testing, Security Testing, Sanity Testing, Smoke Testing, Exploratory Testing, Web Applications, Databases, Stress Testing
Education
University of Missouri-Kansas City 2005 — 2005
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Missouri-Kansas City 2003 — 2005
Bachelor of Arts (BA), Computer Science
University of Missouri-Kansas City School of Medicine
Doctor of Medicine (MD), Medicine
Mary Institute and St. Louis Country Day School (MICDS) 1993 — 1998
Van-Far R-1 School District 1985 — 1993
H. David Osnowitz's A.G. Edwards Experience 1986 - 1994
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1994 - Present
A.G. Edwards 1986 - 1994
Skills
Investment Advisory, Series 63, Series 65, Series 7, Alternative Investments, Estate Planning, Wealth Management, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Finance, Retirement Planning, Asset Allocation
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch June 1994 - Present
A.G. Edwards 1986 - 1994
Skills
Investment Advisory, Series 63, Series 65, Series 7, Alternative Investments, Estate Planning, Wealth Management, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Finance, Retirement Planning, Asset Allocation
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Brian Pulliam's A.G. Edwards Experience February 2000 - September 2003
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Kevin Patrick Saia, CFP® CRPC®'s A.G. Edwards Experience 1996 - 1999
Job S2 Wealth Management A Registered Investment Advisor
Industry Financial Services
Experience
Morris County Global Professionals 2014 - Present
College Planning of New Jersey March 2008 - Present
S2 Wealth Management - A Registered Investment Advisor March 2008 - Present
Oppenheimer & Co. December 1999 - February 2008
A.G. Edwards 1996 - 1999
Prudential Securities 1993 - 1996
Guardian Life Insurance December 1989 - December 1993
Crum & Forster 1986 - 1989
Skills
Investments, Wealth Management, Wealth, Retirement Planning, Series 7, Estate Planning, Portfolio Management, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement, Funding, College Funding..., Small Business, Strategy, Financial Planners, Financial Analysis, Mutual Funds, Asset Managment, Financial Advisory, Fixed Income Portfolio..., Equities, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Securities, Wealth Management..., ETFs, Alternative Investments, Financial Planning, Conservative Wealth..., Series 63, Personal Finance, 401k, Management, Strategic Planning, Life Insurance, Private Equity, Leadership, Customer Service
Education
University of Maryland College Park 1981 — 1985
Bachelor of Science, Business and Finance
Fairleigh Dickinson University-Florham Campus
Financial Planning and Services
Morris County Global Professionals 2014 - Present
College Planning of New Jersey March 2008 - Present
S2 Wealth Management - A Registered Investment Advisor March 2008 - Present
Oppenheimer & Co. December 1999 - February 2008
A.G. Edwards 1996 - 1999
Prudential Securities 1993 - 1996
Guardian Life Insurance December 1989 - December 1993
Crum & Forster 1986 - 1989
Skills
Investments, Wealth Management, Wealth, Retirement Planning, Series 7, Estate Planning, Portfolio Management, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement, Funding, College Funding..., Small Business, Strategy, Financial Planners, Financial Analysis, Mutual Funds, Asset Managment, Financial Advisory, Fixed Income Portfolio..., Equities, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Securities, Wealth Management..., ETFs, Alternative Investments, Financial Planning, Conservative Wealth..., Series 63, Personal Finance, 401k, Management, Strategic Planning, Life Insurance, Private Equity, Leadership, Customer Service
Education
University of Maryland College Park 1981 — 1985
Bachelor of Science, Business and Finance
Fairleigh Dickinson University-Florham Campus
Financial Planning and Services
Amar Badri Amar Badri's A.G. Edwards Experience January 2000 - April 2002
Job Sr.Director/VP Mergers & Acquisitions
Industry Banking
Experience
MasterCard June 2002 - Present
MasterCard July 2009 - October 2013
MasterCard International Inc January 2007 - September 2009
MasterCard Advisors September 2005 - February 2007
Emerging & Internet Solutions, MasterCard Worldwide 2002 - 2005
A.G. Edwards January 2000 - April 2002
EDS January 1994 - January 2000
SHOPPE & FASER GMBH January 1993 - January 1994
MASCON Technical Services January 1991 - January 1993
Skills
Program Management, Management, Strategy, Requirements Analysis, SDLC, Leadership, Business Intelligence, Process Improvement, Product Management, CRM, Team Leadership, Project Management, Business Analysis, Integration, IT Strategy, Project Portfolio..., Business Strategy, Enterprise Architecture, Visio, Software Development, Product Development, Project Planning, SQL, Budgets, PMO, Requirements Gathering, Vendor Management, Team Building, Software Project..., Account Management
Education
Walden University 2008 — 2010
MBA, Leadership
Walden University 2008 — 2010
MBA, Leadership
D.G.Vaishnav college 1988 — 1990
Masters, Economics
University of Madras 1988 — 1990
Masters, Economics
University of Madras 1988 — 1990
Masters, Economics
ICF Higher Secondary School 1983 — 1985
St. Mary's Matriculation School 1977 — 1980
MasterCard June 2002 - Present
MasterCard July 2009 - October 2013
MasterCard International Inc January 2007 - September 2009
MasterCard Advisors September 2005 - February 2007
Emerging & Internet Solutions, MasterCard Worldwide 2002 - 2005
A.G. Edwards January 2000 - April 2002
EDS January 1994 - January 2000
SHOPPE & FASER GMBH January 1993 - January 1994
MASCON Technical Services January 1991 - January 1993
Skills
Program Management, Management, Strategy, Requirements Analysis, SDLC, Leadership, Business Intelligence, Process Improvement, Product Management, CRM, Team Leadership, Project Management, Business Analysis, Integration, IT Strategy, Project Portfolio..., Business Strategy, Enterprise Architecture, Visio, Software Development, Product Development, Project Planning, SQL, Budgets, PMO, Requirements Gathering, Vendor Management, Team Building, Software Project..., Account Management
Education
Walden University 2008 — 2010
MBA, Leadership
Walden University 2008 — 2010
MBA, Leadership
D.G.Vaishnav college 1988 — 1990
Masters, Economics
University of Madras 1988 — 1990
Masters, Economics
University of Madras 1988 — 1990
Masters, Economics
ICF Higher Secondary School 1983 — 1985
St. Mary's Matriculation School 1977 — 1980
Brian Zerr Brian Zerr's A.G. Edwards Experience July 1996 - September 2007
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Wachovia Securities August 2007 - October 2008
A.G. Edwards July 1996 - September 2007
Skills
Investments, Retirement Planning, IRAs, Mutual Funds, Securities, Finance, College Savings Plans, Roth IRA, Fixed Annuities, Asset Allocation, Insurance, Retirement, Investment Strategies, Financial Services, Asset Management
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Agriculture Education
north callaway
Wells Fargo Advisors, LLC October 2008 - Present
Wachovia Securities August 2007 - October 2008
A.G. Edwards July 1996 - September 2007
Skills
Investments, Retirement Planning, IRAs, Mutual Funds, Securities, Finance, College Savings Plans, Roth IRA, Fixed Annuities, Asset Allocation, Insurance, Retirement, Investment Strategies, Financial Services, Asset Management
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Agriculture Education
north callaway
Rachael Eubanks's A.G. Edwards Experience July 2003 - July 2006
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2006 - Present
A.G. Edwards July 2003 - July 2006
Skills
Series 7, Public Finance, Bonds, Fixed Income
Education
University of Michigan 1999 — 2003
BA, Economics
Robert W. Baird & Co. September 2006 - Present
A.G. Edwards July 2003 - July 2006
Skills
Series 7, Public Finance, Bonds, Fixed Income
Education
University of Michigan 1999 — 2003
BA, Economics
Monica Koziol Monica Koziol's A.G. Edwards Experience August 2005 - December 2006
Job KoziPromotions has all your promotional product needs
Industry Accounting
Experience
KoziPromotions May 2011 - Present
lia sophia February 2011 - Present
SNI Companies February 2011 - May 2011
Allegra Print and Imaging November 2010 - February 2011
Pepsi Beverages Company December 2008 - May 2010
Allstate January 2007 - October 2008
A.G. Edwards August 2005 - December 2006
Education
University of Illinois at Chicago 2003 — 2006
Bachelor's, Finance
KoziPromotions May 2011 - Present
lia sophia February 2011 - Present
SNI Companies February 2011 - May 2011
Allegra Print and Imaging November 2010 - February 2011
Pepsi Beverages Company December 2008 - May 2010
Allstate January 2007 - October 2008
A.G. Edwards August 2005 - December 2006
Education
University of Illinois at Chicago 2003 — 2006
Bachelor's, Finance
Charles Bratton's A.G. Edwards Experience March 1995 - June 1996
Job Personal Trainier at Brier Creek Country Club
Industry Health, Wellness and Fitness
Experience
Brier Creek Country Club April 2011 - Present
National Personal Training Institute April 2011 - Present
Furniture Medic June 2007 - June 2010
Bratton and Associates August 2002 - June 2007
Hilliard Lyons June 1999 - August 2002
A.G. Edwards March 1995 - June 1996
Paine Webber March 1993 - March 1995
Hilliard Lyons January 1990 - March 1993
Education
National Personal Training Institute 2010 — 2011
Diploma, Exercise Science, Nutrition
Almeda College 1978 — 1982
BS, Business
Russell High school 1975 — 1977
University of Kentucky
Business
Brier Creek Country Club April 2011 - Present
National Personal Training Institute April 2011 - Present
Furniture Medic June 2007 - June 2010
Bratton and Associates August 2002 - June 2007
Hilliard Lyons June 1999 - August 2002
A.G. Edwards March 1995 - June 1996
Paine Webber March 1993 - March 1995
Hilliard Lyons January 1990 - March 1993
Education
National Personal Training Institute 2010 — 2011
Diploma, Exercise Science, Nutrition
Almeda College 1978 — 1982
BS, Business
Russell High school 1975 — 1977
University of Kentucky
Business
Alexandra Malanina's A.G. Edwards Experience January 2008 - May 2008
Job Volunteer at VentureF0rth
Industry Information Technology and Services
Experience
VentureF0rth October 2014 - Present
ICAP August 2011 - Present
ICAP August 2011 - September 2014
Gannett November 2008 - July 2009
A.G. Edwards January 2008 - May 2008
Skills
Derivatives, Electronic Trading, Options, FX Options, CDS, Series 7, Commodity, Credit Derivatives, Equity Derivatives, FX trading, FX Derivatives, Investment Banking, Valuation, CDX, Financial Modeling, Series 63, Institutional Sales, Macro Analysis
Education
Villanova University 2010 — 2011
Masters of Science, Finance
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor's degree, Finance, General
Swim team
VentureF0rth October 2014 - Present
ICAP August 2011 - Present
ICAP August 2011 - September 2014
Gannett November 2008 - July 2009
A.G. Edwards January 2008 - May 2008
Skills
Derivatives, Electronic Trading, Options, FX Options, CDS, Series 7, Commodity, Credit Derivatives, Equity Derivatives, FX trading, FX Derivatives, Investment Banking, Valuation, CDX, Financial Modeling, Series 63, Institutional Sales, Macro Analysis
Education
Villanova University 2010 — 2011
Masters of Science, Finance
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor's degree, Finance, General
Swim team
Carl Jennings's A.G. Edwards Experience 2001 - 2004
Job District Manager (KY Division) Metro at RNDC
Industry Wine and Spirits
Experience
Republic National Distributing Company May 2014 - Present
RNDC May 2011 - Present
R.A.W - Real Athletic Wellness March 2011 - Present
NetWorld Alliance June 2008 - March 2011
Stifel Nicolaus 2004 - 2008
A.G. Edwards 2001 - 2004
Caritas Health & Fitness Club January 1998 - January 2001
United States Marine Corp January 1989 - January 1994
Skills
Sales, New Business Development, Marketing Strategy, Marketing, Leadership, Email Marketing, CRM, Business Development, Advertising, Account Management
Education
University of Louisville 1998 — 2000
Masters, Criminal Law
University of Louisville 1994 — 1997
BA, Criminal Law
Republic National Distributing Company May 2014 - Present
RNDC May 2011 - Present
R.A.W - Real Athletic Wellness March 2011 - Present
NetWorld Alliance June 2008 - March 2011
Stifel Nicolaus 2004 - 2008
A.G. Edwards 2001 - 2004
Caritas Health & Fitness Club January 1998 - January 2001
United States Marine Corp January 1989 - January 1994
Skills
Sales, New Business Development, Marketing Strategy, Marketing, Leadership, Email Marketing, CRM, Business Development, Advertising, Account Management
Education
University of Louisville 1998 — 2000
Masters, Criminal Law
University of Louisville 1994 — 1997
BA, Criminal Law
Douglas W. Coombs Douglas W. Coombs's A.G. Edwards Experience 1986 - 2009
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James September 2009 - Present
A.G. Edwards 1986 - 2009
Merrill Lynch 1983 - 1986
Education
University of Missouri-Columbia 1974 — 1978
BS, Business Administration, Marketing
Raymond James September 2009 - Present
A.G. Edwards 1986 - 2009
Merrill Lynch 1983 - 1986
Education
University of Missouri-Columbia 1974 — 1978
BS, Business Administration, Marketing
Don Benage Don Benage's A.G. Edwards Experience 2003 - 2005
Job
Industry Writing and Editing
Experience
Microsoft October 2006 - October 2013
A.G. Edwards 2003 - 2005
G.A. Sullivan 1995 - 2003
Monsanto 1989 - 1991
Forsythe Computers 1979 - 1988
Skills
Microsoft SQL Server, Cloud Computing, Relational Databases, Windows 8, Office 365, Windows Azure, Windows Server, Lync, Windows, .NET, ASP.NET, Microsoft Technologies, SQL, C#, SharePoint, SaaS, Hyper-V, IIS, Enterprise Software, Software Development, VDI, Agile Methodologies, Enterprise Architecture, TFS, XML, Entity Framework
Education
University of Missouri-Saint Louis 1976 — 2000
Microsoft October 2006 - October 2013
A.G. Edwards 2003 - 2005
G.A. Sullivan 1995 - 2003
Monsanto 1989 - 1991
Forsythe Computers 1979 - 1988
Skills
Microsoft SQL Server, Cloud Computing, Relational Databases, Windows 8, Office 365, Windows Azure, Windows Server, Lync, Windows, .NET, ASP.NET, Microsoft Technologies, SQL, C#, SharePoint, SaaS, Hyper-V, IIS, Enterprise Software, Software Development, VDI, Agile Methodologies, Enterprise Architecture, TFS, XML, Entity Framework
Education
University of Missouri-Saint Louis 1976 — 2000
Trey Shaffer's A.G. Edwards Experience May 2007 - January 2008
Job Windows Infrastructure and Messaging at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications August 2012 - Present
Peabody Energy January 2012 - August 2012
Washington University - School of Medicine February 2011 - December 2011
Artisan Corp January 2010 - January 2011
Wells Fargo January 2009 - December 2009
Wachovia Securities Financial Network January 2008 - January 2009
A.G. Edwards May 2007 - January 2008
Suddenlink Communications 2006 - 2007
ONE 2000 - 2001
Executive Focus Group, Inc. 1991 - 2000
Skills
Microsoft Exchange, IT Management, System Deployment, Disaster Recovery, Virtualization, Active Directory, Hyper-V, Consulting, Powershell, Process Improvement, Program Management, Servers, SharePoint, Solution Architecture, Windows
Education
University of Missouri-Saint Louis 1987 — 1990
MBA, Information Technology
University of Missouri-Saint Louis 1987 — 1990
MS-IS, Information Systems Management
University of Missouri-Saint Louis 1979 — 1982
BME
Charter Communications August 2012 - Present
Peabody Energy January 2012 - August 2012
Washington University - School of Medicine February 2011 - December 2011
Artisan Corp January 2010 - January 2011
Wells Fargo January 2009 - December 2009
Wachovia Securities Financial Network January 2008 - January 2009
A.G. Edwards May 2007 - January 2008
Suddenlink Communications 2006 - 2007
ONE 2000 - 2001
Executive Focus Group, Inc. 1991 - 2000
Skills
Microsoft Exchange, IT Management, System Deployment, Disaster Recovery, Virtualization, Active Directory, Hyper-V, Consulting, Powershell, Process Improvement, Program Management, Servers, SharePoint, Solution Architecture, Windows
Education
University of Missouri-Saint Louis 1987 — 1990
MBA, Information Technology
University of Missouri-Saint Louis 1987 — 1990
MS-IS, Information Systems Management
University of Missouri-Saint Louis 1979 — 1982
BME
Karl Kedrovsky Karl Kedrovsky's A.G. Edwards Experience August 1989 - January 2003
Job Solutions Architect
Industry Marketing and Advertising
Experience
VML August 2004 - Present
Drupal Project January 2007 - Present
RiverPoint January 2003 - August 2004
A.G. Edwards August 1989 - January 2003
Skills
PHP, Python, Java, Ruby, Drupal, CMS, Web Development, MySQL, JavaScript, Perl, CSS, Linux, jQuery, SQL, Wordpress, AJAX, Git, Apache, LAMP, Technical Staff..., Technical Project..., Digital Strategy, Technical Architecture, Web Applications, Agile Methodologies, SEO, WordPress, XHTML, Mobile Applications, HTML 5, SASS, Vagrant, HTML5
Education
University of Missouri-Columbia 1983 — 1987
BS, Computer Science
VML August 2004 - Present
Drupal Project January 2007 - Present
RiverPoint January 2003 - August 2004
A.G. Edwards August 1989 - January 2003
Skills
PHP, Python, Java, Ruby, Drupal, CMS, Web Development, MySQL, JavaScript, Perl, CSS, Linux, jQuery, SQL, Wordpress, AJAX, Git, Apache, LAMP, Technical Staff..., Technical Project..., Digital Strategy, Technical Architecture, Web Applications, Agile Methodologies, SEO, WordPress, XHTML, Mobile Applications, HTML 5, SASS, Vagrant, HTML5
Education
University of Missouri-Columbia 1983 — 1987
BS, Computer Science
Patrick Early Patrick Early's A.G. Edwards Experience April 1989 - March 2005
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Assured Guaranty March 2005 - March 2009
A.G. Edwards April 1989 - March 2005
Skills
Fixed Income, Bonds, Series 7, Capital Markets, Portfolio Management, Securities, Investments, Investment Banking, Credit Analysis, Bloomberg, Financial Modeling, Alternative Investments, Trading, Risk Management
Education
University of Illinois at Urbana-Champaign 1982 — 1987
Bachelor of Arts, Rhetoric
North High School 1978 — 1982
Wells Fargo Advisors March 2009 - Present
Assured Guaranty March 2005 - March 2009
A.G. Edwards April 1989 - March 2005
Skills
Fixed Income, Bonds, Series 7, Capital Markets, Portfolio Management, Securities, Investments, Investment Banking, Credit Analysis, Bloomberg, Financial Modeling, Alternative Investments, Trading, Risk Management
Education
University of Illinois at Urbana-Champaign 1982 — 1987
Bachelor of Arts, Rhetoric
North High School 1978 — 1982
Matthew A. Tarini CFP®, MBA, CDFA™ Matthew A. Tarini CFP®, MBA, CDFA™'s A.G. Edwards Experience December 2004 - July 2009
Job Managing Principal Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC July 2009 - Present
A.G. Edwards December 2004 - July 2009
Smith Barney September 1995 - December 2004
Education
The College for Financial Planning 2004 — 2006
CFP®, 2006
Northeastern University -D'Amore-McKim School of Business 1986 — 1988
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Finance & Banking - Trulaske College of Business
Wells Fargo Advisors Financial Network, LLC July 2009 - Present
A.G. Edwards December 2004 - July 2009
Smith Barney September 1995 - December 2004
Education
The College for Financial Planning 2004 — 2006
CFP®, 2006
Northeastern University -D'Amore-McKim School of Business 1986 — 1988
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Finance & Banking - Trulaske College of Business
Chris Kohl Chris Kohl's A.G. Edwards Experience September 1990 - June 1997
Job Payroll Administrator at Hoyt, Filippetti & Malaghan, LLC
Industry Accounting
Experience
Hoyt, Filippetti & Malaghan, LLC October 2004 - Present
Flanders Fish Market & Restaurant March 2000 - October 2004
A.G. Edwards September 1990 - June 1997
Skills
Bookkeeping, Payroll, QuickBooks, Accounts Payable, Tax, Accounting, Customer Service
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Communication and Media Studies
Hoyt, Filippetti & Malaghan, LLC October 2004 - Present
Flanders Fish Market & Restaurant March 2000 - October 2004
A.G. Edwards September 1990 - June 1997
Skills
Bookkeeping, Payroll, QuickBooks, Accounts Payable, Tax, Accounting, Customer Service
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Communication and Media Studies
Alison Grant Cummings's A.G. Edwards Experience 2000 - 2001
Job Director of Wealth Management Operations Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Finding Hope Again Outreach Inc May 2012 - Present
Hughes Capital Management Inc July 2011 - September 2013
Trumbower Financial Advisors, LLC, July 2009 - July 2011
Resource Planning Group LLC October 2006 - November 2008
Smith Barney August 2004 - May 2006
Prudential Savings Bank, F.S.B. January 2001 - June 2004
A.G. Edwards 2000 - 2001
Prudential Securities September 1998 - April 2000
First National Bank December 1997 - September 1998
Skills
Operations Management, Advent Axys, BondEdge, Omgeo Oasys/Alert, Omgeo TradeSuites, FIWS, Investment Management, Compliance Management..., Simple IRA, Roth IRA, Education IRA, Series 7 & 63, Wealth Management, Portfolio Management, Mutual Funds, Series 63, Asset Management, Trade Settlement, Institutional Fixed..., Human Resources, Training, Procedure documentation, Performance Reporting, Pricing of..., Life & Health Insurance..., Reconciliation/Forensic..., Tax filing, Event Planning, Fundraising, Community Involvement, Volunteering
Education
University of Florida 1988 — 1990
Cannon Financial Institute 2001 — 2004
Trust Administration
University of Phonix 2001 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Annandale High School 1987 — 1988
Diploma, College Prep
Morgan Stanley Wealth Management September 2013 - Present
Finding Hope Again Outreach Inc May 2012 - Present
Hughes Capital Management Inc July 2011 - September 2013
Trumbower Financial Advisors, LLC, July 2009 - July 2011
Resource Planning Group LLC October 2006 - November 2008
Smith Barney August 2004 - May 2006
Prudential Savings Bank, F.S.B. January 2001 - June 2004
A.G. Edwards 2000 - 2001
Prudential Securities September 1998 - April 2000
First National Bank December 1997 - September 1998
Skills
Operations Management, Advent Axys, BondEdge, Omgeo Oasys/Alert, Omgeo TradeSuites, FIWS, Investment Management, Compliance Management..., Simple IRA, Roth IRA, Education IRA, Series 7 & 63, Wealth Management, Portfolio Management, Mutual Funds, Series 63, Asset Management, Trade Settlement, Institutional Fixed..., Human Resources, Training, Procedure documentation, Performance Reporting, Pricing of..., Life & Health Insurance..., Reconciliation/Forensic..., Tax filing, Event Planning, Fundraising, Community Involvement, Volunteering
Education
University of Florida 1988 — 1990
Cannon Financial Institute 2001 — 2004
Trust Administration
University of Phonix 2001 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Annandale High School 1987 — 1988
Diploma, College Prep
Michael Cummings CFP®, CRPC® Michael Cummings CFP®, CRPC®'s A.G. Edwards Experience November 2006 - April 2008
Job Financial Advisor
Industry Financial Services
Experience
Davis Wealth Management Group May 2008 - Present
A.G. Edwards November 2006 - April 2008
Education
University of Florida 1998 — 2002
Davis Wealth Management Group May 2008 - Present
A.G. Edwards November 2006 - April 2008
Education
University of Florida 1998 — 2002
Mary Pat Jacobs's A.G. Edwards Experience 2004 - 2007
Job Director at Apply Point Admissions Consulting | Our Goal Is Your Acceptance
Industry Education Management
Experience
Apply Point Admissions Consulting 2011 - Present
Washington University 2008 - 2011
Edward Jones January 2008 - August 2008
A.G. Edwards 2004 - 2007
Skills
Essays, Certified Professional..., Interview Preparation, Speech Writing, News Writing, Admissions Counseling, Social Media, Higher Education, Career Counseling, Public Speaking, Strategy, Student Affairs, Research, Public Relations, Editing, Interviews, Content Development
Education
Washington University in St. Louis 2007 — 2010
MBA
University of Missouri-Columbia 2000 — 2004
Bachelors, Journalism
Apply Point Admissions Consulting 2011 - Present
Washington University 2008 - 2011
Edward Jones January 2008 - August 2008
A.G. Edwards 2004 - 2007
Skills
Essays, Certified Professional..., Interview Preparation, Speech Writing, News Writing, Admissions Counseling, Social Media, Higher Education, Career Counseling, Public Speaking, Strategy, Student Affairs, Research, Public Relations, Editing, Interviews, Content Development
Education
Washington University in St. Louis 2007 — 2010
MBA
University of Missouri-Columbia 2000 — 2004
Bachelors, Journalism
Sarah Steelman Sarah Steelman's A.G. Edwards Experience 1997 - 2000
Job Candidate at Sarah Steelman for U.S. Senate 2012
Industry Government Administration
Experience
Sarah Steelman for U.S. Senate 2012 2010 - Present
Missouri State University 2009 - December 2010
Empowerment Financial Group 2010 - 2010
State of Missouri 2004 - 2008
State of Missouri 1998 - 2004
A.G. Edwards 1997 - 2000
Big Brothers Big Sisters 1994 - 1995
Missouri Department of Natural Resources 1988 - 1993
Lincoln University of Missouri 1985 - 1987
Missouri Department of Revenue 1982 - 1986
Education
University of Missouri-Columbia
BA, History
University of Missouri-Columbia
MA, Economics
Sarah Steelman for U.S. Senate 2012 2010 - Present
Missouri State University 2009 - December 2010
Empowerment Financial Group 2010 - 2010
State of Missouri 2004 - 2008
State of Missouri 1998 - 2004
A.G. Edwards 1997 - 2000
Big Brothers Big Sisters 1994 - 1995
Missouri Department of Natural Resources 1988 - 1993
Lincoln University of Missouri 1985 - 1987
Missouri Department of Revenue 1982 - 1986
Education
University of Missouri-Columbia
BA, History
University of Missouri-Columbia
MA, Economics
Gordon Owens Gordon Owens's A.G. Edwards Experience April 1993 - April 1998
Job Director at Robert W Baird
Industry Investment Management
Experience
Robert W Baird January 1998 - Present
A.G. Edwards April 1993 - April 1998
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Investment Advisory, Equities, Portfolio Management, Securities, Asset Allocation, Retirement Planning, Asset Management, Alternative Investments, FINRA, Investment Strategies, Financial Advisory, Series 24, Hedge Funds, Wealth Management..., 401k, Retirement, ETFs, Estate Planning, Strategic Financial..., Finance, Financial Analysis, Wealth, Financial Modeling, Investment Management, Financial Services, Valuation, Strategic Planning, Financial Planning
Education
University of Florida 1986 — 1990
BA, College of Liberal Arts and Sciences
Lake Forest High School 1982 — 1986
Robert W Baird January 1998 - Present
A.G. Edwards April 1993 - April 1998
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Investment Advisory, Equities, Portfolio Management, Securities, Asset Allocation, Retirement Planning, Asset Management, Alternative Investments, FINRA, Investment Strategies, Financial Advisory, Series 24, Hedge Funds, Wealth Management..., 401k, Retirement, ETFs, Estate Planning, Strategic Financial..., Finance, Financial Analysis, Wealth, Financial Modeling, Investment Management, Financial Services, Valuation, Strategic Planning, Financial Planning
Education
University of Florida 1986 — 1990
BA, College of Liberal Arts and Sciences
Lake Forest High School 1982 — 1986
Grant Ingram, CFP®, CRPC Grant Ingram, CFP®, CRPC's A.G. Edwards Experience February 1996 - February 2009
Job Managing Director Investments at Benjamin F. Edwards & Co., CoBranch Manager
Industry Financial Services
Experience
Benjamin F. Edwards & Co. August 2012 - Present
Wells Fargo Advisors, LLC February 2009 - August 2012
A.G. Edwards February 1996 - February 2009
Ernst & Young September 1994 - February 1996
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Shawnee Mission South High School 1986 — 1989
Benjamin F. Edwards & Co. August 2012 - Present
Wells Fargo Advisors, LLC February 2009 - August 2012
A.G. Edwards February 1996 - February 2009
Ernst & Young September 1994 - February 1996
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Shawnee Mission South High School 1986 — 1989
Scot Barker Scot Barker's A.G. Edwards Experience September 2006 - October 2007
Job Senior Director, Special and International Operations at MyWebGrocer
Industry Information Technology and Services
Experience
MyWebGrocer January 2014 - Present
Burlington College February 2014 - January 2015
MyWebGrocer September 2011 - January 2014
MyWebGrocer October 2007 - September 2011
A.G. Edwards September 2006 - October 2007
Quad Graphics May 2005 - August 2006
Van Gennep December 2002 - May 2005
IDX Systems Corp (now GE Healthcare) March 1996 - December 2002
Scitex America August 1994 - February 1996
Skills
Project Management, Account Management, E-commerce, Business Development, Customer Service, Budgets, Financial Analysis, Executive Management, Operations Management, Mergers, P&L Accountability, Business Process..., Relationship Management, Business Analytics, Strategic Planning, Market Research, Sales Management, Business Analysis, Online Advertising, Process Improvement, Strategic Partnerships, Training, Marketing, Online Marketing, Program Management, Management, Mergers & Acquisitions, Leadership, Business Strategy, New Business Development, SEO, Sales, Coaching, Advertising, Strategy, Team Building, CRM, Start-ups, Analytics, P&L Management, Outsourcing, Cross-functional Team..., Salesforce.com, Competitive Analysis, Negotiation, Product Management
Education
University of Vermont 2000 — 2001
post-grad work, Accounting, marketing, finance
University of Missouri-Columbia 1993 — 1994
MA, Higher Education Administration
University of Missouri-Columbia 1989 — 1993
BA, History
MyWebGrocer January 2014 - Present
Burlington College February 2014 - January 2015
MyWebGrocer September 2011 - January 2014
MyWebGrocer October 2007 - September 2011
A.G. Edwards September 2006 - October 2007
Quad Graphics May 2005 - August 2006
Van Gennep December 2002 - May 2005
IDX Systems Corp (now GE Healthcare) March 1996 - December 2002
Scitex America August 1994 - February 1996
Skills
Project Management, Account Management, E-commerce, Business Development, Customer Service, Budgets, Financial Analysis, Executive Management, Operations Management, Mergers, P&L Accountability, Business Process..., Relationship Management, Business Analytics, Strategic Planning, Market Research, Sales Management, Business Analysis, Online Advertising, Process Improvement, Strategic Partnerships, Training, Marketing, Online Marketing, Program Management, Management, Mergers & Acquisitions, Leadership, Business Strategy, New Business Development, SEO, Sales, Coaching, Advertising, Strategy, Team Building, CRM, Start-ups, Analytics, P&L Management, Outsourcing, Cross-functional Team..., Salesforce.com, Competitive Analysis, Negotiation, Product Management
Education
University of Vermont 2000 — 2001
post-grad work, Accounting, marketing, finance
University of Missouri-Columbia 1993 — 1994
MA, Higher Education Administration
University of Missouri-Columbia 1989 — 1993
BA, History
David Broadhead David Broadhead's A.G. Edwards Experience May 2004 - April 2006
Job Special Education Teacher at Aldine ISD
Industry Education Management
Experience
Aldine ISD August 2008 - Present
A.G. Edwards May 2004 - April 2006
Texaco December 1988 - May 1999
Skills
Microsoft Excel, Microsoft Word, Visual Basic, Financial Analysis, Training, Special Education, Management, Software Documentation
Education
University of Houston-Downtown 1974 — 1988
Bachelor of Science (B.S.), Business Computer Information Systems
Aldine ISD August 2008 - Present
A.G. Edwards May 2004 - April 2006
Texaco December 1988 - May 1999
Skills
Microsoft Excel, Microsoft Word, Visual Basic, Financial Analysis, Training, Special Education, Management, Software Documentation
Education
University of Houston-Downtown 1974 — 1988
Bachelor of Science (B.S.), Business Computer Information Systems
Jim Jungjohann Jim Jungjohann's A.G. Edwards Experience September 1992 - August 1997
Job Kingdom Ridge Capital, LLC
Industry Financial Services
Experience
Real Colorado Soccer 2009 - Present
Kingdom Ridge Capital, LLC August 2008 - Present
Trinity College Dublin July 2007 - July 2008
CIBC Oppenheimer January 2004 - January 2007
Oppenheimer & Co. August 1997 - January 2004
A.G. Edwards September 1992 - August 1997
Skills
Telecommunications, Semiconductors, Venture Capital, Financial Analysis, Business Strategy, Research, Strategic Planning, Mergers, Marketing Strategy, Financial Modeling, Competitive Analysis, Executive Management, Start-ups, Mergers & Acquisitions, Portfolio Management, Equity Research, Investments, Management, Strategic Partnerships, Investment Banking, Finance, Entrepreneurship, Leadership, Business Development, Corporate Development, Product Management, Private Equity, Sales, Business Planning, Cross-functional Team..., Strategy, IPO, Valuation, Due Diligence, Corporate Finance
Education
Saint Louis University 1994 — 1995
MBA, Finance
University of Missouri-Saint Louis 1990 — 1991
Management Information Systems, General
University of Missouri-Saint Louis 1990 — 1991
education
University of Houston 1985 — 1986
Business, MIS
Real Colorado Soccer 2009 - Present
Kingdom Ridge Capital, LLC August 2008 - Present
Trinity College Dublin July 2007 - July 2008
CIBC Oppenheimer January 2004 - January 2007
Oppenheimer & Co. August 1997 - January 2004
A.G. Edwards September 1992 - August 1997
Skills
Telecommunications, Semiconductors, Venture Capital, Financial Analysis, Business Strategy, Research, Strategic Planning, Mergers, Marketing Strategy, Financial Modeling, Competitive Analysis, Executive Management, Start-ups, Mergers & Acquisitions, Portfolio Management, Equity Research, Investments, Management, Strategic Partnerships, Investment Banking, Finance, Entrepreneurship, Leadership, Business Development, Corporate Development, Product Management, Private Equity, Sales, Business Planning, Cross-functional Team..., Strategy, IPO, Valuation, Due Diligence, Corporate Finance
Education
Saint Louis University 1994 — 1995
MBA, Finance
University of Missouri-Saint Louis 1990 — 1991
Management Information Systems, General
University of Missouri-Saint Louis 1990 — 1991
education
University of Houston 1985 — 1986
Business, MIS
Bill Schwartz Bill Schwartz's A.G. Edwards Experience September 2001 - February 2004
Job at
Industry Financial Services
Experience
Deutsche Asset & Wealth Management October 2006 - Present
Lehman Brothers February 2004 - June 2006
A.G. Edwards September 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Deutsche Asset & Wealth Management October 2006 - Present
Lehman Brothers February 2004 - June 2006
A.G. Edwards September 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
John Maxwell, CRPC® John Maxwell, CRPC®'s A.G. Edwards Experience October 2005 - October 2007
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
A.G. Edwards October 2005 - October 2007
Morgan Stanley August 1999 - October 2005
Skills
Investments, Asset Management, Retirement Planning, Portfolio Management, Wealth Management, Retirement Plans, Finance, Asset Allocation, Financial Services, Investment Strategies, Mutual Funds, Securities, Tax, Wealth, Wealth Management..., Wealth Accumulation, Financial Planning
Education
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch October 2007 - Present
A.G. Edwards October 2005 - October 2007
Morgan Stanley August 1999 - October 2005
Skills
Investments, Asset Management, Retirement Planning, Portfolio Management, Wealth Management, Retirement Plans, Finance, Asset Allocation, Financial Services, Investment Strategies, Mutual Funds, Securities, Tax, Wealth, Wealth Management..., Wealth Accumulation, Financial Planning
Education
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
David Hills David Hills's A.G. Edwards Experience December 1983 - September 2007
Job Veris Wealth Partners, Partner
Industry Investment Management
Experience
Veris Wealth Partners, LLC September 2007 - Present
Emery Farm 1974 - Present
A.G. Edwards December 1983 - September 2007
Skills
Investments, Asset Managment, Valuation, Venture Capital, Due Diligence, Alternative Investments, Investment Advisory, Financial Modeling, Entrepreneurship, Portfolio Management, Private Equity, Equities
Education
University of New Hampshire 1975 — 1980
B.S., Environmental Conservation/Resource Economics
hawken school 1969 — 1972
Veris Wealth Partners, LLC September 2007 - Present
Emery Farm 1974 - Present
A.G. Edwards December 1983 - September 2007
Skills
Investments, Asset Managment, Valuation, Venture Capital, Due Diligence, Alternative Investments, Investment Advisory, Financial Modeling, Entrepreneurship, Portfolio Management, Private Equity, Equities
Education
University of New Hampshire 1975 — 1980
B.S., Environmental Conservation/Resource Economics
hawken school 1969 — 1972
Ryan Poage Ryan Poage's A.G. Edwards Experience February 2002 - July 2007
Job President, Ryan Poage & Co.
Industry Investment Management
Experience
Ryan Poage & Co. July 2007 - Present
A.G. Edwards February 2002 - July 2007
Edward Jones November 1999 - February 2002
UMB Bank May 1998 - November 1999
Education
University of Missouri-Columbia, College of Business 1994 — 1998
BS, Finance & Banking, Real Estate
Ryan Poage & Co. July 2007 - Present
A.G. Edwards February 2002 - July 2007
Edward Jones November 1999 - February 2002
UMB Bank May 1998 - November 1999
Education
University of Missouri-Columbia, College of Business 1994 — 1998
BS, Finance & Banking, Real Estate
Polly Meadows's A.G. Edwards Experience September 2000 - July 2002
Job No nonsense SAP recruiter: 13 years
Industry Information Technology and Services
Experience
SAP Recruiter June 2002 - Present
et alia April 2010 - February 2014
Sanford-Brown College - Saint Peters July 2009 - June 2010
Management Recruiters of Wildwood June 2002 - January 2009
A.G. Edwards September 2000 - July 2002
Union Pacific Technologies September 1998 - August 2000
Skills
SAP and IT recruiting, Recruiting, SAP, Materials Management, Management, Human Resources, Training, Visual Basic, Budgets, Team Leadership, Payroll, Team Management, Project Planning, Contract Negotiation, Strategic Planning, Supply Chain Management, XML
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science, Mathematics
SAP Recruiter June 2002 - Present
et alia April 2010 - February 2014
Sanford-Brown College - Saint Peters July 2009 - June 2010
Management Recruiters of Wildwood June 2002 - January 2009
A.G. Edwards September 2000 - July 2002
Union Pacific Technologies September 1998 - August 2000
Skills
SAP and IT recruiting, Recruiting, SAP, Materials Management, Management, Human Resources, Training, Visual Basic, Budgets, Team Leadership, Payroll, Team Management, Project Planning, Contract Negotiation, Strategic Planning, Supply Chain Management, XML
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science, Mathematics
Robert Denton's A.G. Edwards Experience November 2001 - April 2004
Job HR Director at Hines Trucking, Inc.
Industry Transportation/Trucking/Railroad
Experience
Hines Trucking, Inc. November 2011 - Present
DII May 2004 - November 2011
A.G. Edwards November 2001 - April 2004
Skills
Human Resources, Employee Training, Recruiting, Knowledge Management, Communication, Transportation, Operations Management, Employee Benefits, Performance Management, Training, Sales
Education
University of Houston 2000 — 2002
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Hines Trucking, Inc. November 2011 - Present
DII May 2004 - November 2011
A.G. Edwards November 2001 - April 2004
Skills
Human Resources, Employee Training, Recruiting, Knowledge Management, Communication, Transportation, Operations Management, Employee Benefits, Performance Management, Training, Sales
Education
University of Houston 2000 — 2002
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Joe Caldera's A.G. Edwards Experience March 2001 - March 2003
Job Owner, Caldera Wealth Management
Industry Financial Services
Experience
Caldera Wealth Management Group April 2003 - Present
INVEST Financial Corporation April 2003 - Present
A.G. Edwards March 2001 - March 2003
Quick & Reilly May 1997 - March 2001
Skills
Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Small Business, Insurance, Finance, Entrepreneurship, Financial Planning, Strategic Planning, Public Speaking, Business Development, Wealth, Team Building, Disability Insurance, Start-ups, 401k, Wealth Management..., Business Planning, Financial Analysis, Marketing Strategy, Sales Management, Coaching, Budgets, Business Strategy, New Business Development, Mergers, Management Consulting, Mergers & Acquisitions, SEO, Website Development, Social Media Marketing, Sales Process, Online Advertising, Social Media
Education
University of Nevada-Las Vegas - College of Business 1995 — 1998
Bachelors of Science, Business Administration/Management
Bonanza High School 1989 — 1993
Caldera Wealth Management Group April 2003 - Present
INVEST Financial Corporation April 2003 - Present
A.G. Edwards March 2001 - March 2003
Quick & Reilly May 1997 - March 2001
Skills
Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Small Business, Insurance, Finance, Entrepreneurship, Financial Planning, Strategic Planning, Public Speaking, Business Development, Wealth, Team Building, Disability Insurance, Start-ups, 401k, Wealth Management..., Business Planning, Financial Analysis, Marketing Strategy, Sales Management, Coaching, Budgets, Business Strategy, New Business Development, Mergers, Management Consulting, Mergers & Acquisitions, SEO, Website Development, Social Media Marketing, Sales Process, Online Advertising, Social Media
Education
University of Nevada-Las Vegas - College of Business 1995 — 1998
Bachelors of Science, Business Administration/Management
Bonanza High School 1989 — 1993
Joe Rintoul Joe Rintoul's A.G. Edwards Experience 1999 - 2008
Job Video and Digital Media Team at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors January 2009 - September 2012
Wachovia Securities February 2008 - January 2009
A.G. Edwards 1999 - 2008
Creative Producers Group 1998 - 1999
Venture Stores 1995 - 1998
KETC Channel 9 St. louis 1992 - 1995
Skills
Project Management, Marketing Communications, Writing Skills, Digital Marketing, Brand Awareness, Product Marketing, Digital Video, Web Video, Social Media Marketing, Video Production, YouTube, Vimeo, Online Video Marketing, Video Editing, Marketing Strategy, Management, Broadcast, Training, Video
Education
University of Missouri-Columbia 1987 — 1991
BA, Radio, TV and Film
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors January 2009 - September 2012
Wachovia Securities February 2008 - January 2009
A.G. Edwards 1999 - 2008
Creative Producers Group 1998 - 1999
Venture Stores 1995 - 1998
KETC Channel 9 St. louis 1992 - 1995
Skills
Project Management, Marketing Communications, Writing Skills, Digital Marketing, Brand Awareness, Product Marketing, Digital Video, Web Video, Social Media Marketing, Video Production, YouTube, Vimeo, Online Video Marketing, Video Editing, Marketing Strategy, Management, Broadcast, Training, Video
Education
University of Missouri-Columbia 1987 — 1991
BA, Radio, TV and Film
Jerry Moore Jerry Moore's A.G. Edwards Experience February 2001 - May 2004
Job Experienced Software Developer and Consultant
Industry Information Technology and Services
Experience
Monsanto Company August 2014 - Present
Federal Reserve Bank of St. Louis February 2013 - July 2014
Nestlé Purina North America July 2008 - February 2013
TDK Technologies October 2007 - June 2008
MasterCard August 2007 - October 2007
Nestlé Purina North America June 2004 - August 2007
A.G. Edwards February 2001 - May 2004
Systems & Electronics Inc. June 1998 - January 2001
Skills
Agile Methodologies, Integration, JavaScript, BackboneJS, jQuery,..., MEAN (MongoDB,..., MongooseJS, Thymeleaf, Npm, Bower, Grunt,..., SASS, LESS, CSS3, HTML5, UI Testing / Automation..., Java, Spring 4 (Data JPA,..., JPA (Hibernate 4, JPQL,..., RESTful (JAX-RS)..., SOAP (JAX-WS)..., Spring Boot, Spring Batch, Spring Bean Validation, JMS, Spring Webflow, Apache SOLR, Drools, Guava, Apache Commons, Joda Time, Swagger 2.0, MVEL, SLF4J, log4j, Back End Testing..., Chrome Developer Tools,..., IntelliJ IDEA, Eclipse, Git, Subversion, Maven2, Ant, Weblogic, Jetty, Tomcat, JIRA, Crucible, Team..., RepliWeb, Sonar, Nexus,..., DB2, Oracle, MySQL,..., Visio, Gimp, Design Patterns, Software Documentation, SQL, Database Design, Pattern Recognition,..., Specification by..., SANS Security Training, SDLC, Requirements Analysis, Process Improvement, Consulting, Unix, Databases
Education
University of Missouri-Columbia 1996 — 1998
Master of Science (MS), Computer Engineering, 4.0
University of Missouri-Columbia 1990 — 1996
Bachelor of Science (BS), Computer Engineering
University of Missouri-Columbia 1990 — 1996
Bachelor of Science (BS), Electrical Engineering
Monsanto Company August 2014 - Present
Federal Reserve Bank of St. Louis February 2013 - July 2014
Nestlé Purina North America July 2008 - February 2013
TDK Technologies October 2007 - June 2008
MasterCard August 2007 - October 2007
Nestlé Purina North America June 2004 - August 2007
A.G. Edwards February 2001 - May 2004
Systems & Electronics Inc. June 1998 - January 2001
Skills
Agile Methodologies, Integration, JavaScript, BackboneJS, jQuery,..., MEAN (MongoDB,..., MongooseJS, Thymeleaf, Npm, Bower, Grunt,..., SASS, LESS, CSS3, HTML5, UI Testing / Automation..., Java, Spring 4 (Data JPA,..., JPA (Hibernate 4, JPQL,..., RESTful (JAX-RS)..., SOAP (JAX-WS)..., Spring Boot, Spring Batch, Spring Bean Validation, JMS, Spring Webflow, Apache SOLR, Drools, Guava, Apache Commons, Joda Time, Swagger 2.0, MVEL, SLF4J, log4j, Back End Testing..., Chrome Developer Tools,..., IntelliJ IDEA, Eclipse, Git, Subversion, Maven2, Ant, Weblogic, Jetty, Tomcat, JIRA, Crucible, Team..., RepliWeb, Sonar, Nexus,..., DB2, Oracle, MySQL,..., Visio, Gimp, Design Patterns, Software Documentation, SQL, Database Design, Pattern Recognition,..., Specification by..., SANS Security Training, SDLC, Requirements Analysis, Process Improvement, Consulting, Unix, Databases
Education
University of Missouri-Columbia 1996 — 1998
Master of Science (MS), Computer Engineering, 4.0
University of Missouri-Columbia 1990 — 1996
Bachelor of Science (BS), Computer Engineering
University of Missouri-Columbia 1990 — 1996
Bachelor of Science (BS), Electrical Engineering
Joy Lampe Joy Lampe's A.G. Edwards Experience July 2004 - February 2005
Job Budget and Planning Analyst
Industry Hospital & Health Care
Experience
Centene Corporation November 2013 - Present
Blue Summit Consulting September 2013 - December 2013
Ascension Health January 2006 - December 2012
Energizer March 2005 - November 2005
A.G. Edwards July 2004 - February 2005
Saint Louis University January 2001 - April 2004
Monsanto June 1995 - July 1999
Skills
Variance Analysis, Sarbanes-Oxley Act, Managerial Finance, Finance, Financial Reporting, Leadership, Budgets, Analysis, Software Documentation, Financial Forecasting, Internal Audit, Financial Modeling, Process Improvement, Accounting, Auditing, PeopleSoft, General Ledger, Accounts Receivable, Management, Forecasting, Sarbanes-Oxley, SharePoint, Healthcare Information..., HIPAA, Cash Flow, EHR, Healthcare Consulting, Revenue Cycle, Hyperion Enterprise, Cost Accounting, Corporate Finance, Valuation, Strategic Partnerships, Executive Management, Department Budgeting, Zero-based Budgeting, Healthcare Management, Healthcare Reimbursement, Grant Reviewing, Balance Sheet Review, Healthcare, Project Management, Accounts..., Essbase, Hyperion Planning, Taleo, Hyperion
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Economics
Centene Corporation November 2013 - Present
Blue Summit Consulting September 2013 - December 2013
Ascension Health January 2006 - December 2012
Energizer March 2005 - November 2005
A.G. Edwards July 2004 - February 2005
Saint Louis University January 2001 - April 2004
Monsanto June 1995 - July 1999
Skills
Variance Analysis, Sarbanes-Oxley Act, Managerial Finance, Finance, Financial Reporting, Leadership, Budgets, Analysis, Software Documentation, Financial Forecasting, Internal Audit, Financial Modeling, Process Improvement, Accounting, Auditing, PeopleSoft, General Ledger, Accounts Receivable, Management, Forecasting, Sarbanes-Oxley, SharePoint, Healthcare Information..., HIPAA, Cash Flow, EHR, Healthcare Consulting, Revenue Cycle, Hyperion Enterprise, Cost Accounting, Corporate Finance, Valuation, Strategic Partnerships, Executive Management, Department Budgeting, Zero-based Budgeting, Healthcare Management, Healthcare Reimbursement, Grant Reviewing, Balance Sheet Review, Healthcare, Project Management, Accounts..., Essbase, Hyperion Planning, Taleo, Hyperion
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Economics
Laura Beaton Laura Beaton's A.G. Edwards Experience January 2004 - June 2008
Job Sr. IT Professional
Industry Information Technology and Services
Experience
Ally Financial Inc. June 2013 - Present
Ally Financial Inc. September 2012 - Present
Self-Employed May 2012 - August 2012
Wells Fargo May 2009 - May 2012
Wells Fargo June 2008 - May 2009
A.G. Edwards January 2004 - June 2008
IBM August 2002 - January 2004
Nortel Networks August 1995 - February 2002
University of Missouri - St. Louis August 1991 - December 1994
Skills
SDLC, Process Improvement, Release Management, Waterfall, Requirements Gathering, Vendor Management, PMO, RUP, PMP, RAD, Agile Methodologies, Business Analysis, Requirements Analysis, Resource Management, Enterprise Architecture, Product Management, Program Management, Technology Architecture, Processes Development, Collaborative Problem..., Large Budget Management, Change Management, Systems Engineering, Systems Development..., Product Rationalization, IBM Rational Tools, Microsoft Technologies, Testing Tools, Software Development..., IT Relationship..., Cross-functional Team..., Enterprise IT Strategy, Senior Management..., Written & Oral..., Training Delivery, Technology Roadmapping, Product Planning, Build Strong Teams, Risk Management, Cost Reduction...
Education
University of Missouri-Saint Louis 1991 — 1995
Ally Financial Inc. June 2013 - Present
Ally Financial Inc. September 2012 - Present
Self-Employed May 2012 - August 2012
Wells Fargo May 2009 - May 2012
Wells Fargo June 2008 - May 2009
A.G. Edwards January 2004 - June 2008
IBM August 2002 - January 2004
Nortel Networks August 1995 - February 2002
University of Missouri - St. Louis August 1991 - December 1994
Skills
SDLC, Process Improvement, Release Management, Waterfall, Requirements Gathering, Vendor Management, PMO, RUP, PMP, RAD, Agile Methodologies, Business Analysis, Requirements Analysis, Resource Management, Enterprise Architecture, Product Management, Program Management, Technology Architecture, Processes Development, Collaborative Problem..., Large Budget Management, Change Management, Systems Engineering, Systems Development..., Product Rationalization, IBM Rational Tools, Microsoft Technologies, Testing Tools, Software Development..., IT Relationship..., Cross-functional Team..., Enterprise IT Strategy, Senior Management..., Written & Oral..., Training Delivery, Technology Roadmapping, Product Planning, Build Strong Teams, Risk Management, Cost Reduction...
Education
University of Missouri-Saint Louis 1991 — 1995
Michael Beckerman, CPCU Michael Beckerman, CPCU's A.G. Edwards Experience January 2004 - September 2004
Job Beckerman & Company
Industry Insurance
Experience
Beckerman & Company June 2006 - Present
Alliant Insurance Services June 2005 - May 2006
A.G. Edwards January 2004 - September 2004
Skills
Insurance, Commercial Insurance, Professional Liability, Liability, Workers Compensation, Property & Casualty..., General Liability, Umbrella, Commercial Lines, Casualty, General Insurance, Errors & Omissions, Liability Analysis, Commercial Vehicle, Surety Bonds, Directors & Officers..., Homeowners, Small Business, Flood Insurance, Automobile, Insurance Consulting, E&O, Property Damage, Construction Insurance, Excess, D&O, Product Liability, CPCU, Risk Management, Umbrella Insurance, Inland Marine, Legal Liability, Insurance Brokerage, Employment Practices..., Licensed Property &..., Underwriting, Reinsurance, Brokers, Claims Management, Claim, Retirement Planning, Health Savings Accounts, Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Agents
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science, Finance
Scotch Plains-Fanwood High School 1997 — 2001
High School
Beckerman & Company June 2006 - Present
Alliant Insurance Services June 2005 - May 2006
A.G. Edwards January 2004 - September 2004
Skills
Insurance, Commercial Insurance, Professional Liability, Liability, Workers Compensation, Property & Casualty..., General Liability, Umbrella, Commercial Lines, Casualty, General Insurance, Errors & Omissions, Liability Analysis, Commercial Vehicle, Surety Bonds, Directors & Officers..., Homeowners, Small Business, Flood Insurance, Automobile, Insurance Consulting, E&O, Property Damage, Construction Insurance, Excess, D&O, Product Liability, CPCU, Risk Management, Umbrella Insurance, Inland Marine, Legal Liability, Insurance Brokerage, Employment Practices..., Licensed Property &..., Underwriting, Reinsurance, Brokers, Claims Management, Claim, Retirement Planning, Health Savings Accounts, Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Agents
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science, Finance
Scotch Plains-Fanwood High School 1997 — 2001
High School
Donna Krainert(Schoenhardt) Donna Krainert(Schoenhardt)'s A.G. Edwards Experience April 2006 - March 2007
Job
Industry Information Technology and Services
Experience
Wells Fargo Advisors March 2007 - Present
A.G. Edwards April 2006 - March 2007
A.G. Edwards April 2004 - March 2006
A.G. Edwards March 2003 - March 2004
A.G. Edwards & Sons, Inc. March 1993 - January 1998
Skills
Testing, Change Management, Usability Testing, Leadership, Visio, Vendor Management, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Requirements Gathering, Project Management, User-centered Design, SharePoint, Analysis, SDLC, PMP, Business Intelligence, IT Strategy, Relationship Management, Management, Software Documentation, Enterprise Architecture, Information Technology, Software Development, DB2, SOA, User Interface, Agile Methodologies, SQL, Release Management, Program Management, ITIL, Systems Analysis, Data Warehousing, Data Center, Process Improvement, Project Portfolio..., MS Project, PMO
Education
University of Missouri-Saint Louis 1980 — 1985
B.S.
Wells Fargo Advisors March 2007 - Present
A.G. Edwards April 2006 - March 2007
A.G. Edwards April 2004 - March 2006
A.G. Edwards March 2003 - March 2004
A.G. Edwards & Sons, Inc. March 1993 - January 1998
Skills
Testing, Change Management, Usability Testing, Leadership, Visio, Vendor Management, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Requirements Gathering, Project Management, User-centered Design, SharePoint, Analysis, SDLC, PMP, Business Intelligence, IT Strategy, Relationship Management, Management, Software Documentation, Enterprise Architecture, Information Technology, Software Development, DB2, SOA, User Interface, Agile Methodologies, SQL, Release Management, Program Management, ITIL, Systems Analysis, Data Warehousing, Data Center, Process Improvement, Project Portfolio..., MS Project, PMO
Education
University of Missouri-Saint Louis 1980 — 1985
B.S.
Nicky Yager (work) Nicky Yager (work)'s A.G. Edwards Experience April 2003 - February 2006
Job Operations Manager at Manarin Investment Counsel
Industry Financial Services
Experience
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Joann Jolly Joann Jolly's A.G. Edwards Experience 2005 - 2008
Job Independent Contractor, AML Professional at Self employed
Industry Financial Services
Experience
Self employed September 2013 - Present
EverBank February 2012 - August 2013
Wells Fargo Advisors August 2009 - August 2011
Patrick Capital formerly Saxony Securities August 2008 - March 2009
A.G. Edwards 2005 - 2008
Commerce Bank May 2004 - July 2005
Scottrade 2005 - 2005
First Financial Planners 1999 - 2004
Skills
Risk Management, Securities, Series 7, Financial Services, Investments, Financial Modeling, AML / BSA, Editorial / Writer, Communications, Internal Controls, Project Management, Portfolio Management, Bank Secrecy Act, Banking, Financial Risk, Asset Management, Mutual Funds, Capital Markets, AML, Credit Risk, Equities, Wealth Management, Anti Money Laundering
Education
University of Missouri-Saint Louis
Self employed September 2013 - Present
EverBank February 2012 - August 2013
Wells Fargo Advisors August 2009 - August 2011
Patrick Capital formerly Saxony Securities August 2008 - March 2009
A.G. Edwards 2005 - 2008
Commerce Bank May 2004 - July 2005
Scottrade 2005 - 2005
First Financial Planners 1999 - 2004
Skills
Risk Management, Securities, Series 7, Financial Services, Investments, Financial Modeling, AML / BSA, Editorial / Writer, Communications, Internal Controls, Project Management, Portfolio Management, Bank Secrecy Act, Banking, Financial Risk, Asset Management, Mutual Funds, Capital Markets, AML, Credit Risk, Equities, Wealth Management, Anti Money Laundering
Education
University of Missouri-Saint Louis
Michael Miranda's A.G. Edwards Experience May 1997 - December 1998
Job Manager of International Corporate Partnerships at the Miami Dolphins and Sun Life Stadium
Industry Entertainment
Experience
Miami Dolphins & Sun Life Stadium January 2013 - Present
Expo Marketing Group January 2009 - December 2012
Citi January 1998 - December 2008
A.G. Edwards May 1997 - December 1998
Skills
Sports, Sports Marketing, Event Planning, Marketing, Sponsorship, Facebook, Social Networking, Social Media Marketing, Advertising, Social Media, Marketing Communications, Sales, Event Management, Public Relations, Management
Education
University of Florida 1992 — 1997
Bachelor of Science (BS), Finance and Latin American Studies
University of Florida 1992 — 1997
finance and marketing, Latin American Studies
Miami Dolphins & Sun Life Stadium January 2013 - Present
Expo Marketing Group January 2009 - December 2012
Citi January 1998 - December 2008
A.G. Edwards May 1997 - December 1998
Skills
Sports, Sports Marketing, Event Planning, Marketing, Sponsorship, Facebook, Social Networking, Social Media Marketing, Advertising, Social Media, Marketing Communications, Sales, Event Management, Public Relations, Management
Education
University of Florida 1992 — 1997
Bachelor of Science (BS), Finance and Latin American Studies
University of Florida 1992 — 1997
finance and marketing, Latin American Studies
Dan Jackson, CFP®, CIMA® Dan Jackson, CFP®, CIMA®'s A.G. Edwards Experience February 1995 - March 2004
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC May 2008 - Present
Wells Fargo Investments March 2004 - May 2008
A.G. Edwards February 1995 - March 2004
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement, Bonds, Estate Planning, Stocks, Project Planning, Retirement Planning, Wealth Management, Strategic Financial..., Educational Consulting, Finance, Securities, Financial Advisory, IRAs, Investment Advisory, Series 7
Education
College of Financial Planning 1989 — 1991
Certification, Financial Planning
UNLV 1975 — 1979
Bachelor Science, Hotel Management
Raymond James Financial Services Inc. Member FINRA/SIPC May 2008 - Present
Wells Fargo Investments March 2004 - May 2008
A.G. Edwards February 1995 - March 2004
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement, Bonds, Estate Planning, Stocks, Project Planning, Retirement Planning, Wealth Management, Strategic Financial..., Educational Consulting, Finance, Securities, Financial Advisory, IRAs, Investment Advisory, Series 7
Education
College of Financial Planning 1989 — 1991
Certification, Financial Planning
UNLV 1975 — 1979
Bachelor Science, Hotel Management
Betsy Scher's A.G. Edwards Experience 2002 - 2005
Job
Industry Human Resources
Experience
General Mills January 2013 - Present
Hewlett-Packard May 2012 - August 2012
Chicago Growth Partners 2005 - 2010
A.G. Edwards 2002 - 2005
Education
University of Illinois at Urbana-Champaign - School of Labor and Employment Relations 2011 — 2012
Master, Human Resources and Industrial Relations
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
General Mills January 2013 - Present
Hewlett-Packard May 2012 - August 2012
Chicago Growth Partners 2005 - 2010
A.G. Edwards 2002 - 2005
Education
University of Illinois at Urbana-Champaign - School of Labor and Employment Relations 2011 — 2012
Master, Human Resources and Industrial Relations
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Roland Manarin's A.G. Edwards Experience 1977 - 1983
Job Investment Advisor Representative and President, Manarin Investment Counsel
Industry Financial Services
Experience
Manarin On Money July 2008 - Present
It's Your Money 1986 - Present
Manarin Investment Counsel, Ltd. March 1983 - Present
Manarin Wealth Building Classroom Series 1977 - Present
A.G. Edwards 1977 - 1983
Education
University of Nebraska at Omaha
B.S., Business Administration
Manarin On Money July 2008 - Present
It's Your Money 1986 - Present
Manarin Investment Counsel, Ltd. March 1983 - Present
Manarin Wealth Building Classroom Series 1977 - Present
A.G. Edwards 1977 - 1983
Education
University of Nebraska at Omaha
B.S., Business Administration
James W. McLellan, The Investment Guy's A.G. Edwards Experience August 1980 - January 1992
Job President at McLellan Financial Services
Industry Financial Services
Experience
McLellan Financial Services 1996 - Present
Prudential Financial January 1992 - January 1996
A.G. Edwards August 1980 - January 1992
Skills
Finance, Management, Customer Service, Sales Management, Financial Services, Sales, Financial Analysis, Financial Reporting, Investment Advisory, Investment Strategies, Alternative Investments, Brokerage, Prime Brokerage, Brokers, Investments, Insurance, Securities, Strategic Planning, Investment Properties, Team Building
Education
University of Michigan-Flint 1979 — 1981
International Business, Trade, and Tax Law
McLellan Financial Services 1996 - Present
Prudential Financial January 1992 - January 1996
A.G. Edwards August 1980 - January 1992
Skills
Finance, Management, Customer Service, Sales Management, Financial Services, Sales, Financial Analysis, Financial Reporting, Investment Advisory, Investment Strategies, Alternative Investments, Brokerage, Prime Brokerage, Brokers, Investments, Insurance, Securities, Strategic Planning, Investment Properties, Team Building
Education
University of Michigan-Flint 1979 — 1981
International Business, Trade, and Tax Law
Gale Tsai's A.G. Edwards Experience May 2000 - February 2002
Job Business Systems Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors March 2014 - Present
Unisys April 2011 - March 2014
Wells Fargo Advisors, LLC December 2009 - April 2011
Nestle Purina December 2008 - December 2009
Maritz February 2008 - November 2008
Federal Agency March 2004 - February 2008
State of MO April 2003 - March 2004
Self-employed March 2002 - March 2003
A.G. Edwards May 2000 - February 2002
Western Pacific Technologies September 1999 - May 2000
Skills
Requirements Analysis, Software Documentation, Microsoft SQL Server, Business Analysis, SDLC, Business Intelligence, Systems Analysis, Java, J2EE Application..., JSP, Struts, MyEclipse, JBoss Developer Studio, JBoss EAP, JBoss Application Server, Websphere, DB2, MKS Integrity, ClearCase, ASP.NET, C#, SOA, Agile Methodologies, Project Management, SharePoint, SQL, Visio, XML, Vendor Management
Education
University of Missouri-Saint Louis 1998 — 2000
Bachelor, Management Information Systems
Wells Fargo Advisors March 2014 - Present
Unisys April 2011 - March 2014
Wells Fargo Advisors, LLC December 2009 - April 2011
Nestle Purina December 2008 - December 2009
Maritz February 2008 - November 2008
Federal Agency March 2004 - February 2008
State of MO April 2003 - March 2004
Self-employed March 2002 - March 2003
A.G. Edwards May 2000 - February 2002
Western Pacific Technologies September 1999 - May 2000
Skills
Requirements Analysis, Software Documentation, Microsoft SQL Server, Business Analysis, SDLC, Business Intelligence, Systems Analysis, Java, J2EE Application..., JSP, Struts, MyEclipse, JBoss Developer Studio, JBoss EAP, JBoss Application Server, Websphere, DB2, MKS Integrity, ClearCase, ASP.NET, C#, SOA, Agile Methodologies, Project Management, SharePoint, SQL, Visio, XML, Vendor Management
Education
University of Missouri-Saint Louis 1998 — 2000
Bachelor, Management Information Systems
Eric Kalinowski's A.G. Edwards Experience July 2003 - July 2006
Job Vice President Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. February 2012 - Present
Stifel Financial Corp. August 2008 - February 2012
Houlihan Lokey June 2007 - August 2007
A.G. Edwards July 2003 - July 2006
Skills
Investment Banking, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
University of Missouri-Columbia 1999 — 2003
BSBA, Finance
Stifel Financial Corp. February 2012 - Present
Stifel Financial Corp. August 2008 - February 2012
Houlihan Lokey June 2007 - August 2007
A.G. Edwards July 2003 - July 2006
Skills
Investment Banking, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
University of Missouri-Columbia 1999 — 2003
BSBA, Finance
Artur Spiguel's A.G. Edwards Experience January 2006 - September 2007
Job Project Manager at Millennium Partners
Industry Financial Services
Experience
Millennium Partners November 2013 - Present
Pragma Securities LLC March 2009 - November 2013
Deutsche Bank 2007 - 2009
A.G. Edwards January 2006 - September 2007
Flextrade October 2003 - December 2005
infoteam Software AG May 2001 - May 2003
Bloomberg LLP June 2000 - May 2001
Bloomberg LLP June 1999 - June 2000
Skills
JIRA, SQL, Perl, VBA, Java, Confluence, PMP, Microsoft Excel, Trading, Project Management, Options, Market Data, Equities, Electronic Trading, Bloomberg
Education
University of Michigan 1995 — 1999
Computer Science
Millennium Partners November 2013 - Present
Pragma Securities LLC March 2009 - November 2013
Deutsche Bank 2007 - 2009
A.G. Edwards January 2006 - September 2007
Flextrade October 2003 - December 2005
infoteam Software AG May 2001 - May 2003
Bloomberg LLP June 2000 - May 2001
Bloomberg LLP June 1999 - June 2000
Skills
JIRA, SQL, Perl, VBA, Java, Confluence, PMP, Microsoft Excel, Trading, Project Management, Options, Market Data, Equities, Electronic Trading, Bloomberg
Education
University of Michigan 1995 — 1999
Computer Science
Dave Suchanek, PMP's A.G. Edwards Experience 2000 - 2004
Job Program Manager at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology August 2011 - Present
World Wide Technology May 2010 - August 2011
Express Scripts January 2010 - April 2010
Express-Scripts April 2009 - December 2009
Express Scripts, Inc. June 2006 - March 2009
Express Scripts, Inc. June 2006 - January 2008
Express Scripts, Inc. Speciality Distribution Services June 2004 - June 2006
A.G. Edwards 2000 - 2004
A.G. Edwards 2000 - 2004
A.G. Edwards 1997 - 2000
Education
University of Missouri-Saint Louis 1981 — 1986
BA, Communications
World Wide Technology August 2011 - Present
World Wide Technology May 2010 - August 2011
Express Scripts January 2010 - April 2010
Express-Scripts April 2009 - December 2009
Express Scripts, Inc. June 2006 - March 2009
Express Scripts, Inc. June 2006 - January 2008
Express Scripts, Inc. Speciality Distribution Services June 2004 - June 2006
A.G. Edwards 2000 - 2004
A.G. Edwards 2000 - 2004
A.G. Edwards 1997 - 2000
Education
University of Missouri-Saint Louis 1981 — 1986
BA, Communications
Tim Wilhelm's A.G. Edwards Experience September 2006 - February 2008
Job Vice President, Enterprise Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Joe Abbott's A.G. Edwards Experience January 1993 - October 2003
Job Director, Information Services at NOCH
Industry Information Technology and Services
Experience
North Ottawa Community Health System January 2012 - Present
PCRMC October 2004 - January 2012
A.G. Edwards January 1993 - October 2003
BDM International 1990 - 1992
Skills
IT Strategy, Leadership, Vendor Management, Business Analysis, Project Management, Program Management, Integration, Software Project..., SDLC, Software Development, Requirements Analysis, Change Management, Healthcare, Training, Business Intelligence, IT Management, Process Improvement, Disaster Recovery, SharePoint, Data Center, PMP, ITIL, IT Service Management, SQL, Troubleshooting, Governance
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
MBA
University of Missouri-Rolla 1985 — 1989
B.S., Computer Science
North Ottawa Community Health System January 2012 - Present
PCRMC October 2004 - January 2012
A.G. Edwards January 1993 - October 2003
BDM International 1990 - 1992
Skills
IT Strategy, Leadership, Vendor Management, Business Analysis, Project Management, Program Management, Integration, Software Project..., SDLC, Software Development, Requirements Analysis, Change Management, Healthcare, Training, Business Intelligence, IT Management, Process Improvement, Disaster Recovery, SharePoint, Data Center, PMP, ITIL, IT Service Management, SQL, Troubleshooting, Governance
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
MBA
University of Missouri-Rolla 1985 — 1989
B.S., Computer Science
Mike Liesman's A.G. Edwards Experience 1995 - 2007
Job Vice President Business Initiatives Project Manager, Corporate Market and Institutional Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Advisors March 2012 - Present
Wells Fargo Advisors June 1995 - March 2012
A.G. Edwards 1995 - 2007
Bunge North America October 1990 - May 1995
Accenture January 1989 - September 1990
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Software Project..., Risk Management, Program Management, Requirements Gathering, Business Process..., Visio, Waterfall, PMP, Integration, Change Management, IT Strategy, Agile Methodologies, Project Delivery, MS Project
Education
University of Missouri-Columbia 1983 — 1988
BS EE, Electrical Engineering
University of Missouri-Rolla 1983 — 1985
Wells Fargo May 2014 - Present
Wells Fargo Advisors March 2012 - Present
Wells Fargo Advisors June 1995 - March 2012
A.G. Edwards 1995 - 2007
Bunge North America October 1990 - May 1995
Accenture January 1989 - September 1990
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Software Project..., Risk Management, Program Management, Requirements Gathering, Business Process..., Visio, Waterfall, PMP, Integration, Change Management, IT Strategy, Agile Methodologies, Project Delivery, MS Project
Education
University of Missouri-Columbia 1983 — 1988
BS EE, Electrical Engineering
University of Missouri-Rolla 1983 — 1985
Chase Kossmeyer's A.G. Edwards Experience 2000 - 2001
Job Financial Director > Analytics | People Leadership | Innovative Solutions
Industry Financial Services
Experience
Integrated Financial Solutions, LLC 2014 - Present
Express Scripts, Inc. July 2008 - March 2014
Deloitte Financial Advisory Services LLP July 2001 - July 2008
A.G. Edwards 2000 - 2001
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Account Management, Business Analysis, Project Management, Risk Management, Forecasting, Management, Leadership
Education
University of Missouri-Columbia, College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Public Finance
Integrated Financial Solutions, LLC 2014 - Present
Express Scripts, Inc. July 2008 - March 2014
Deloitte Financial Advisory Services LLP July 2001 - July 2008
A.G. Edwards 2000 - 2001
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Account Management, Business Analysis, Project Management, Risk Management, Forecasting, Management, Leadership
Education
University of Missouri-Columbia, College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Public Finance
Stephen Deken's A.G. Edwards Experience November 1998 - July 1999
Job Senior Software Architect at Technology Partners
Industry Computer Software
Experience
Technology Partners April 2011 - Present
Jordan Lawrence November 2010 - April 2011
Stockell Consulting November 2009 - November 2010
Stauder Technologies February 2009 - October 2009
Mobile Armor December 2007 - November 2008
Maritz, Inc September 2006 - December 2007
MasterCard June 2004 - September 2006
Dizzy People, Inc. August 2000 - February 2006
Amazon.com January 2001 - February 2003
A.G. Edwards November 1998 - July 1999
Skills
Application Architecture, Data Structures, JavaScript, C#, Java, Visual Studio, Microsoft SQL Server, ASP.NET, .NET, VB.NET, AJAX, XML, C++, Databases, Oracle, Software Development, Web Services
Education
University of Missouri-Rolla 1996 — 2005
Bachelor’s Degree, Computer Science
Technology Partners April 2011 - Present
Jordan Lawrence November 2010 - April 2011
Stockell Consulting November 2009 - November 2010
Stauder Technologies February 2009 - October 2009
Mobile Armor December 2007 - November 2008
Maritz, Inc September 2006 - December 2007
MasterCard June 2004 - September 2006
Dizzy People, Inc. August 2000 - February 2006
Amazon.com January 2001 - February 2003
A.G. Edwards November 1998 - July 1999
Skills
Application Architecture, Data Structures, JavaScript, C#, Java, Visual Studio, Microsoft SQL Server, ASP.NET, .NET, VB.NET, AJAX, XML, C++, Databases, Oracle, Software Development, Web Services
Education
University of Missouri-Rolla 1996 — 2005
Bachelor’s Degree, Computer Science
Bryan Venable's A.G. Edwards Experience October 2004 - August 2006
Job Senior Systems Management Software Engineer at Exegy
Industry Internet
Experience
Exegy January 2013 - Present
Savvis November 2012 - January 2013
Express Scripts September 2012 - October 2012
Charter Communications June 2012 - September 2012
Sherpa October 2009 - April 2012
OpSource June 2007 - October 2009
Purkinje August 2006 - June 2007
A.G. Edwards October 2004 - August 2006
Purkinje March 2004 - October 2004
SAVVIS March 1999 - March 2004
Skills
Apache, VMware, Linux, System Administration, MySQL, Firewalls, Perl, Unix, SQL, Operating Systems, Windows, Java, SQL Server, Cisco, Windows Server, Cloud Computing, Solaris, TCP/IP, C++, Security, Virtualization, Shell Scripting, Bash, RedHat, SAN, Network Security, Switches, Troubleshooting, Tomcat, J2EE, Storage, Network Administration, Disaster Recovery, Hardware, VMware ESX, DNS, Databases, VPN, Data Center, Integration, Servers, Red Hat Linux, High Availability, Clustering, Server Architecture, Ubuntu, Windows Server 2008, DHCP, Xen, RHEL
Education
University of Missouri-Columbia 1994 — 1995
Computer Science
Exegy January 2013 - Present
Savvis November 2012 - January 2013
Express Scripts September 2012 - October 2012
Charter Communications June 2012 - September 2012
Sherpa October 2009 - April 2012
OpSource June 2007 - October 2009
Purkinje August 2006 - June 2007
A.G. Edwards October 2004 - August 2006
Purkinje March 2004 - October 2004
SAVVIS March 1999 - March 2004
Skills
Apache, VMware, Linux, System Administration, MySQL, Firewalls, Perl, Unix, SQL, Operating Systems, Windows, Java, SQL Server, Cisco, Windows Server, Cloud Computing, Solaris, TCP/IP, C++, Security, Virtualization, Shell Scripting, Bash, RedHat, SAN, Network Security, Switches, Troubleshooting, Tomcat, J2EE, Storage, Network Administration, Disaster Recovery, Hardware, VMware ESX, DNS, Databases, VPN, Data Center, Integration, Servers, Red Hat Linux, High Availability, Clustering, Server Architecture, Ubuntu, Windows Server 2008, DHCP, Xen, RHEL
Education
University of Missouri-Columbia 1994 — 1995
Computer Science
Enzo Egidi, CFA's A.G. Edwards Experience August 2004 - September 2006
Job Research Analyst
Industry Financial Services
Experience
Edward Jones December 2014 - Present
U.S. Institutional Investment Consultants October 2006 - November 2014
Piermont Capital Management October 2006 - November 2014
A.G. Edwards August 2004 - September 2006
Skills
Asset Allocation, Equities, Alternative Investments, Equity Research, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management
Education
University of Missouri-Saint Louis
Bachelor's Degree, Business - Finance
Edward Jones December 2014 - Present
U.S. Institutional Investment Consultants October 2006 - November 2014
Piermont Capital Management October 2006 - November 2014
A.G. Edwards August 2004 - September 2006
Skills
Asset Allocation, Equities, Alternative Investments, Equity Research, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management
Education
University of Missouri-Saint Louis
Bachelor's Degree, Business - Finance
Jason Wingo's A.G. Edwards Experience February 2004 - March 2006
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2010 - Present
Exzac February 2007 - July 2010
Savvis March 2006 - February 2007
A.G. Edwards February 2004 - March 2006
Archangel Solutions, LLC February 2003 - February 2004
Amdocs May 2000 - February 2003
Education
Webster University 2007 — 2009
Master of Business Administration, Business Administration
University of Missouri-Saint Louis 1996 — 2000
Bachelor of Science, Computer Science
Ernst & Young July 2010 - Present
Exzac February 2007 - July 2010
Savvis March 2006 - February 2007
A.G. Edwards February 2004 - March 2006
Archangel Solutions, LLC February 2003 - February 2004
Amdocs May 2000 - February 2003
Education
Webster University 2007 — 2009
Master of Business Administration, Business Administration
University of Missouri-Saint Louis 1996 — 2000
Bachelor of Science, Computer Science
Lauren LaurenLotich's A.G. Edwards Experience December 2006 - Present
Job Recruiting Team Assistant at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards December 2006 - Present
A.G. Edwards November 2003 - December 2006
Education
University of Missouri-Saint Louis 2004 — 2006
A.G. Edwards December 2006 - Present
A.G. Edwards November 2003 - December 2006
Education
University of Missouri-Saint Louis 2004 — 2006
Karl Boehnker's A.G. Edwards Experience October 2005 - June 2008
Job Lead Software Developer at CenturyLink
Industry Computer Software
Experience
CenturyLink March 2014 - Present
Savvis April 2012 - March 2014
Savvis, Inc. / Yoh September 2010 - April 2012
BMMG, LLC June 2003 - December 2011
Wachovia June 2008 - September 2009
A.G. Edwards October 2005 - June 2008
University of Missouri - St. Louis February 2001 - September 2005
Skills
Unix, Perl, Linux, Security, Apache, Shell Scripting, Red Hat Linux, Unix Shell Scripting, Virtualization, Bash, Identity Management, IAM, System Administration, VMware, Internet Security, Integration, SQL, General Badassery, Ninja Skills
Education
University of Missouri-Saint Louis 1998 — 2000
B.S., Computer Science, Mathematics
West Virginia University 1993 — 1997
pharmacy, biology, mathematics, psychology
Island School Hong Kong 1990 — 1993
CenturyLink March 2014 - Present
Savvis April 2012 - March 2014
Savvis, Inc. / Yoh September 2010 - April 2012
BMMG, LLC June 2003 - December 2011
Wachovia June 2008 - September 2009
A.G. Edwards October 2005 - June 2008
University of Missouri - St. Louis February 2001 - September 2005
Skills
Unix, Perl, Linux, Security, Apache, Shell Scripting, Red Hat Linux, Unix Shell Scripting, Virtualization, Bash, Identity Management, IAM, System Administration, VMware, Internet Security, Integration, SQL, General Badassery, Ninja Skills
Education
University of Missouri-Saint Louis 1998 — 2000
B.S., Computer Science, Mathematics
West Virginia University 1993 — 1997
pharmacy, biology, mathematics, psychology
Island School Hong Kong 1990 — 1993
Adria C Aguila's A.G. Edwards Experience 1991 - 1995
Job Manager/Regional Administration, Executive Asst to Chairman Latin America at BursonMarsteller
Industry Public Relations and Communications
Experience
Burson-Marsteller 1995 - Present
Burson-Marsteller Latin America 1995 - Present
A.G. Edwards 1991 - 1995
Skills
Corporate Communications
Education
University of Miami - School of Business
BBA, Marketing, Accounting
Burson-Marsteller 1995 - Present
Burson-Marsteller Latin America 1995 - Present
A.G. Edwards 1991 - 1995
Skills
Corporate Communications
Education
University of Miami - School of Business
BBA, Marketing, Accounting
Carl Carpenter's A.G. Edwards Experience June 1997 - Present
Job Senior Application Engineer at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards June 1997 - Present
Electronic Data Systems October 1994 - June 1997
Systems & Electronics Inc. June 1985 - October 1994
Education
Washington University in St. Louis 1989 — 1991
MS, Computer Science
University of Missouri-Columbia 1983 — 1985
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 1980 — 1982
BS, Computer Engineering
A.G. Edwards June 1997 - Present
Electronic Data Systems October 1994 - June 1997
Systems & Electronics Inc. June 1985 - October 1994
Education
Washington University in St. Louis 1989 — 1991
MS, Computer Science
University of Missouri-Columbia 1983 — 1985
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 1980 — 1982
BS, Computer Engineering
Sean Keys's A.G. Edwards Experience November 2004 - May 2006
Job Scottrade Inc.
Industry Financial Services
Experience
Scottrade January 2009 - Present
Investment Centers of America August 2014 - November 2014
Stifel Nicolaus October 2006 - February 2007
A.G. Edwards November 2004 - May 2006
Edward Jones October 1999 - August 2004
Skills
Series 7, Series 24, Capital Markets, Auditing, Financial Services, Securities, Mutual Funds, Equities, FINRA, Series 63, Banking, Fixed Income, Options, Strategic Financial..., Investments
Education
University of Missouri-Columbia
Bachelor's of Science, Finance & Banking
Scottrade January 2009 - Present
Investment Centers of America August 2014 - November 2014
Stifel Nicolaus October 2006 - February 2007
A.G. Edwards November 2004 - May 2006
Edward Jones October 1999 - August 2004
Skills
Series 7, Series 24, Capital Markets, Auditing, Financial Services, Securities, Mutual Funds, Equities, FINRA, Series 63, Banking, Fixed Income, Options, Strategic Financial..., Investments
Education
University of Missouri-Columbia
Bachelor's of Science, Finance & Banking
Jeff Hightower's A.G. Edwards Experience May 2002 - August 2005
Job Vice President Middle Market Banking
Industry Banking
Experience
U.S. Bank April 2015 - Present
Lift For Life Gym January 2015 - Present
Fifth Third Bank April 2014 - April 2015
PNC August 2011 - March 2014
Bank of America January 2008 - August 2011
Bank of America January 2007 - December 2007
Bank of America August 2005 - December 2006
A.G. Edwards May 2002 - August 2005
Skills
Loans, Portfolio Management, Real Estate, Credit, Commercial Real Estate, Mergers & Acquisitions, Management, CRM, Due Diligence, Negotiation, Mergers, Banking, Investments, Commercial Lending, Credit Analysis, Financial Analysis, Finance, Capital Markets, Financial Modeling
Education
University of Missouri-Columbia, College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
U.S. Bank April 2015 - Present
Lift For Life Gym January 2015 - Present
Fifth Third Bank April 2014 - April 2015
PNC August 2011 - March 2014
Bank of America January 2008 - August 2011
Bank of America January 2007 - December 2007
Bank of America August 2005 - December 2006
A.G. Edwards May 2002 - August 2005
Skills
Loans, Portfolio Management, Real Estate, Credit, Commercial Real Estate, Mergers & Acquisitions, Management, CRM, Due Diligence, Negotiation, Mergers, Banking, Investments, Commercial Lending, Credit Analysis, Financial Analysis, Finance, Capital Markets, Financial Modeling
Education
University of Missouri-Columbia, College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Tony Leong's A.G. Edwards Experience 1998 - 2004
Job Project Manager at Federal Reserve Bank St. Louis
Industry Financial Services
Experience
Federal Reserve Bank - St. Louis March 2004 - Present
A.G. Edwards 1998 - 2004
Education
University of Missouri-Saint Louis 1996 — 2000
MA, Information Systems
University of Regensburg 1994 — 1995
Washington University in St. Louis 1990 — 1994
BA, Biology
Federal Reserve Bank - St. Louis March 2004 - Present
A.G. Edwards 1998 - 2004
Education
University of Missouri-Saint Louis 1996 — 2000
MA, Information Systems
University of Regensburg 1994 — 1995
Washington University in St. Louis 1990 — 1994
BA, Biology
Camila Levy's A.G. Edwards Experience February 2002 - July 2002
Job Business Development Manager at Decowraps
Industry Packaging and Containers
Experience
Decowraps October 2010 - Present
ACAMS (Fortent) March 2003 - August 2010
A.G. Edwards February 2002 - July 2002
Skills
Sales Management, International Sales, Business Development, Product Development, Startup Development
Education
University of Miami 2006 — 2007
University of Miami - School of Business 2006 — 2007
Master of Business Administration (MBA), International Business
Decowraps October 2010 - Present
ACAMS (Fortent) March 2003 - August 2010
A.G. Edwards February 2002 - July 2002
Skills
Sales Management, International Sales, Business Development, Product Development, Startup Development
Education
University of Miami 2006 — 2007
University of Miami - School of Business 2006 — 2007
Master of Business Administration (MBA), International Business
Jonathan Bock, CFA's A.G. Edwards Experience October 2006 - Present
Job Associate Analyst, Securities Research at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards October 2006 - Present
Main Street Bank & Trust May 2004 - October 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
A.G. Edwards October 2006 - Present
Main Street Bank & Trust May 2004 - October 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
Jordan Pratzel's A.G. Edwards Experience July 2003 - June 2005
Job Real Estate Investor at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2009 - Present
Accenture August 2005 - September 2007
A.G. Edwards July 2003 - June 2005
Skills
Private Equity, Due Diligence, Mergers, Investments, Real Estate, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Strategic Advisory, Management Consulting, Real Estate Investment, Corporate Development, Sell Side, Divestitures, Market Research, LBO, Mergers & Acquisitions, Acquisition Integration, Acquisitions, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Business
Deutsche Bank July 2009 - Present
Accenture August 2005 - September 2007
A.G. Edwards July 2003 - June 2005
Skills
Private Equity, Due Diligence, Mergers, Investments, Real Estate, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Strategic Advisory, Management Consulting, Real Estate Investment, Corporate Development, Sell Side, Divestitures, Market Research, LBO, Mergers & Acquisitions, Acquisition Integration, Acquisitions, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Business
Christopher Ratica's A.G. Edwards Experience March 2005 - May 2008
Job Application Engineer at A.G. Edwards
Industry Information Technology and Services
Experience
Enterprise Rent-A-Car 2008 - Present
A.G. Edwards March 2005 - May 2008
Education
University of Missouri-Saint Louis 2000 — 2002
Enterprise Rent-A-Car 2008 - Present
A.G. Edwards March 2005 - May 2008
Education
University of Missouri-Saint Louis 2000 — 2002
Rachel Yn's A.G. Edwards Experience October 2000 - September 2008
Job Sr. Business Analyst at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC 2008 - Present
A.G. Edwards October 2000 - September 2008
Education
University of Missouri-Saint Louis 1996 — 2000
B.S., Management Information System
Wachovia Securities, LLC 2008 - Present
A.G. Edwards October 2000 - September 2008
Education
University of Missouri-Saint Louis 1996 — 2000
B.S., Management Information System
Jeff Kilgore's A.G. Edwards Experience March 2007 - March 2008
Job App Engineer
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors March 2009 - September 2013
Wachovia Securities March 2008 - March 2009
A.G. Edwards March 2007 - March 2008
Boeing November 2006 - February 2007
United States Postal Service March 2006 - August 2006
A.G. Edwards December 1998 - July 2006
USAF July 1992 - December 1996
Skills
Java, Primefaces, Hibernate, Spring, HP Performance Center, LoadRunner, Eclipse, JSF
Education
University of Missouri-Saint Louis 1997 — 2000
BS, Computer Science
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors March 2009 - September 2013
Wachovia Securities March 2008 - March 2009
A.G. Edwards March 2007 - March 2008
Boeing November 2006 - February 2007
United States Postal Service March 2006 - August 2006
A.G. Edwards December 1998 - July 2006
USAF July 1992 - December 1996
Skills
Java, Primefaces, Hibernate, Spring, HP Performance Center, LoadRunner, Eclipse, JSF
Education
University of Missouri-Saint Louis 1997 — 2000
BS, Computer Science
Andrea Mongler's A.G. Edwards Experience June 2006 - September 2006
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Mongler Media September 2007 - Present
St. Louis Business Journal September 2006 - September 2007
A.G. Edwards June 2006 - September 2006
Columbia Daily Tribune January 2004 - April 2006
Skills
Editing, Copy Editing, Blogging, Copywriting, Newspaper, Newsletters, Journalism, Storytelling, Social Media, Media Relations, Proofreading, Public Relations, Marketing Communications, Press Releases, Research, Facebook, Advertising
Education
University of Missouri-Columbia 2000 — 2003
Bachelor of Science (BS), agricultural journalism
Mongler Media September 2007 - Present
St. Louis Business Journal September 2006 - September 2007
A.G. Edwards June 2006 - September 2006
Columbia Daily Tribune January 2004 - April 2006
Skills
Editing, Copy Editing, Blogging, Copywriting, Newspaper, Newsletters, Journalism, Storytelling, Social Media, Media Relations, Proofreading, Public Relations, Marketing Communications, Press Releases, Research, Facebook, Advertising
Education
University of Missouri-Columbia 2000 — 2003
Bachelor of Science (BS), agricultural journalism
Katie Reinsmidt's A.G. Edwards Experience 2002 - 2004
Job Senior Vice President Investor Relations/Corporate Investments at CBL & Associates Properties, Inc.
Industry Real Estate
Experience
CBL & Associates Properties, Inc. September 2012 - Present
CBL & Associates Properties, Inc. September 2009 - September 2012
CBL & Associates Properties, Inc. 2004 - September 2012
CBL & Associates Properties, Inc. September 2007 - February 2009
A.G. Edwards 2002 - 2004
Skills
Investor Relations, Corporate Communications, Investments, Finance, Asset Management, Valuation, Due Diligence, Financial Modeling, Real Estate, Commercial Real Estate, Financial Analysis, Mergers & Acquisitions, Shopping Centers, Leases, Equity Research, Capital Markets, Location Intelligence, Budgets, Strategic Communications, Asset Managment, Marketing Strategy
Education
University of Missouri-Saint Louis 1999 — 2001
BS, Economics
CBL & Associates Properties, Inc. September 2012 - Present
CBL & Associates Properties, Inc. September 2009 - September 2012
CBL & Associates Properties, Inc. 2004 - September 2012
CBL & Associates Properties, Inc. September 2007 - February 2009
A.G. Edwards 2002 - 2004
Skills
Investor Relations, Corporate Communications, Investments, Finance, Asset Management, Valuation, Due Diligence, Financial Modeling, Real Estate, Commercial Real Estate, Financial Analysis, Mergers & Acquisitions, Shopping Centers, Leases, Equity Research, Capital Markets, Location Intelligence, Budgets, Strategic Communications, Asset Managment, Marketing Strategy
Education
University of Missouri-Saint Louis 1999 — 2001
BS, Economics
Peter Feder's A.G. Edwards Experience June 2000 - December 2007
Job Registered Representative Member of New York Life's Executive Council
Industry Insurance
Experience
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Stephen Bardon, CPA's A.G. Edwards Experience October 2004 - June 2006
Job Senior Audit Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
John McCallister's A.G. Edwards Experience January 2001 - December 2006
Job Application Support Engineer at Datalink
Industry Information Technology and Services
Experience
Datalink February 2010 - Present
Wachovia-Wells Fargo 2008 - August 2009
Wachovia Securities (formerly A. G. Edwards & Sons) 2006 - January 2008
A.G. Edwards January 2001 - December 2006
Education
University of Missouri-Saint Louis
Datalink February 2010 - Present
Wachovia-Wells Fargo 2008 - August 2009
Wachovia Securities (formerly A. G. Edwards & Sons) 2006 - January 2008
A.G. Edwards January 2001 - December 2006
Education
University of Missouri-Saint Louis
Ira M. Shapiro's A.G. Edwards Experience April 2002 - March 2008
Job Registered Principal at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC April 2002 - Present
Wachovia Securities, LLC April 2002 - May 2009
A.G. Edwards April 2002 - March 2008
Prudential Securities October 1996 - April 2002
Dean Witter September 1991 - October 1996
U.S. Marine Corps May 1986 - September 1991
Skills
Retirement Planning, Investments, 401k, Retirement, Wealth, Mutual Funds, Portfolio Management, IRAs, Financial Advisory, Finance, Small Business, Estate Planning, Fixed Annuities, Tax, Strategic Financial..., Strategic Planning, Leadership, Securities, Series 7, Life Insurance, Wealth Management, Risk Management, Disability Insurance, Asset Allocation, Investment Strategies, Series 63, Alternative Investments, Series 65, Investment Advisory, Financial Planners, Insurance, Asset Management, FINRA, Mortgage Lending, Long-term Care, Equities, Uniform Combined State..., Financial Analysis, Relationship Management, Credit, Term Life Insurance, Estate Tax Planning, Financial Modeling, 529 Plans, Private Equity, Wealth Management..., Saving for Education, 401k Rollovers, College Savings Plans, Financial Planning
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Admin - Finance
Omaha Westside 1978 — 1982
H.S. Diploma, Business Administration with Emphasis in Finance
Wells Fargo Advisors Financial Network, LLC, Member SIPC April 2002 - Present
Wachovia Securities, LLC April 2002 - May 2009
A.G. Edwards April 2002 - March 2008
Prudential Securities October 1996 - April 2002
Dean Witter September 1991 - October 1996
U.S. Marine Corps May 1986 - September 1991
Skills
Retirement Planning, Investments, 401k, Retirement, Wealth, Mutual Funds, Portfolio Management, IRAs, Financial Advisory, Finance, Small Business, Estate Planning, Fixed Annuities, Tax, Strategic Financial..., Strategic Planning, Leadership, Securities, Series 7, Life Insurance, Wealth Management, Risk Management, Disability Insurance, Asset Allocation, Investment Strategies, Series 63, Alternative Investments, Series 65, Investment Advisory, Financial Planners, Insurance, Asset Management, FINRA, Mortgage Lending, Long-term Care, Equities, Uniform Combined State..., Financial Analysis, Relationship Management, Credit, Term Life Insurance, Estate Tax Planning, Financial Modeling, 529 Plans, Private Equity, Wealth Management..., Saving for Education, 401k Rollovers, College Savings Plans, Financial Planning
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Admin - Finance
Omaha Westside 1978 — 1982
H.S. Diploma, Business Administration with Emphasis in Finance
Sarah Hartwig's A.G. Edwards Experience Project ManagerA.G. Edwards & Sons, Inc.2000 - Present
Job Sr Systems Analyst at A.G. Edwards
Industry Financial Services
Experience
A.G. Edwards Project ManagerA.G. Edwards & Sons, Inc.2000 - Present
Education
University of Illinois at Urbana-Champaign 1983 — 1987
A.G. Edwards Project ManagerA.G. Edwards & Sons, Inc.2000 - Present
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Kathleen Totaro's A.G. Edwards Experience 2005 - 2006
Job Experienced Automotive Account Manager
Industry Information Technology and Services
Experience
Tata Technologies November 2010 - Present
ANXeBusiness February 2006 - August 2008
A.G. Edwards 2005 - 2006
Siebel Systems 2003 - 2005
MIKA Systems, Inc. 2002 - 2003
EMC 1998 - 2002
Skills
Cross-functional Team..., Enterprise Software, Product Management, Program Management, CRM, Integration, Business Development, Process Improvement, Strategy, Enterprise Architecture, Outsourcing, Software Project...
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1981
Master of Business Administration (MBA), Strategic Planning
University of Michigan
Bachelor of Science (BS), Mathematics
Tata Technologies November 2010 - Present
ANXeBusiness February 2006 - August 2008
A.G. Edwards 2005 - 2006
Siebel Systems 2003 - 2005
MIKA Systems, Inc. 2002 - 2003
EMC 1998 - 2002
Skills
Cross-functional Team..., Enterprise Software, Product Management, Program Management, CRM, Integration, Business Development, Process Improvement, Strategy, Enterprise Architecture, Outsourcing, Software Project...
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1981
Master of Business Administration (MBA), Strategic Planning
University of Michigan
Bachelor of Science (BS), Mathematics
Tony Pusateri's A.G. Edwards Experience 1983 - 2008
Job BOND TRADER at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - Present
Edward Jones 2008 - Present
Edward Jones 2008 - Present
Edward Jones 2008 - 2010
A.G. Edwards 1983 - 2008
A.G. Edwards & Sons, Inc. 1983 - 2008
Education
University of Missouri-Saint Louis 1979 — 1983
Edward Jones July 2008 - Present
Edward Jones 2008 - Present
Edward Jones 2008 - Present
Edward Jones 2008 - 2010
A.G. Edwards 1983 - 2008
A.G. Edwards & Sons, Inc. 1983 - 2008
Education
University of Missouri-Saint Louis 1979 — 1983
Dan Hopmann's A.G. Edwards Experience July 1997 - March 2008
Job Lead Systems Engineer (NonStop) at Visa
Industry Information Technology and Services
Experience
Visa Lead Systems Engineer
Visa February 2013 - Present
Visa February 2012 - January 2013
Broadridge's Securities Industry Software (SIS) May 2010 - January 2012
Odyssey Information Services January 2010 - April 2010
ForeKnowledge Systems, LLC April 2009 - January 2010
Eternalytic Systems Consulting LLC April 2008 - January 2010
A.G. Edwards July 1997 - March 2008
Wachovia 2007 - 2008
MasterCard April 1995 - June 1997
Skills
Java, Databases, Unix, Software Development, Business Intelligence, Data Warehousing, C, SQL, COBOL, Database Design, Perl, Visio, Vendor Management
Education
University of Missouri-Saint Louis 1972 — 1974
University of Missouri, St. Louis
B.S, Business Administration
Visa Lead Systems Engineer
Visa February 2013 - Present
Visa February 2012 - January 2013
Broadridge's Securities Industry Software (SIS) May 2010 - January 2012
Odyssey Information Services January 2010 - April 2010
ForeKnowledge Systems, LLC April 2009 - January 2010
Eternalytic Systems Consulting LLC April 2008 - January 2010
A.G. Edwards July 1997 - March 2008
Wachovia 2007 - 2008
MasterCard April 1995 - June 1997
Skills
Java, Databases, Unix, Software Development, Business Intelligence, Data Warehousing, C, SQL, COBOL, Database Design, Perl, Visio, Vendor Management
Education
University of Missouri-Saint Louis 1972 — 1974
University of Missouri, St. Louis
B.S, Business Administration
Aaron Guillotte's A.G. Edwards Experience May 2003 - September 2003
Job Associate at LNR Property LLC
Industry Commercial Real Estate
Experience
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
Alan Herzog's A.G. Edwards Experience 2001 - 2008
Job Director Funds Compliance at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Wells Fargo Advisors, LLC September 2009 - February 2013
Wachovia Securities January 2008 - September 2009
A.G. Edwards 2001 - 2008
Education
University of Missouri-Columbia School of Law 1996 — 1999
JD, Law
University of Missouri-Columbia
Edward Jones February 2013 - Present
Wells Fargo Advisors, LLC September 2009 - February 2013
Wachovia Securities January 2008 - September 2009
A.G. Edwards 2001 - 2008
Education
University of Missouri-Columbia School of Law 1996 — 1999
JD, Law
University of Missouri-Columbia
Matthew South's A.G. Edwards Experience July 2004 - June 2007
Job Senior Finance Manager Oncology at Baxalta
Industry Biotechnology
Experience
Baxalta April 2015 - Present
Baxter Healthcare April 2012 - April 2015
Baxter Healthcare October 2007 - April 2012
A.G. Edwards July 2004 - June 2007
Skills
Business Development, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Pharmaceutical Industry, Valuation, Strategy, Corporate Development
Education
University of Michigan 2000 — 2004
BBA, Accounting & Finance
Glenbrook South
Baxalta April 2015 - Present
Baxter Healthcare April 2012 - April 2015
Baxter Healthcare October 2007 - April 2012
A.G. Edwards July 2004 - June 2007
Skills
Business Development, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Pharmaceutical Industry, Valuation, Strategy, Corporate Development
Education
University of Michigan 2000 — 2004
BBA, Accounting & Finance
Glenbrook South
Errion Martin's A.G. Edwards Experience February 2003 - February 2004
Job IT Manager Automated Testing/Data Provisioning and Vendor Mgmt. at Enterprise RentACar
Industry Information Technology and Services
Experience
Enterprise Rent-A-Car IT Infrastrucure Project ManagerEnterprise Rent A CarMarch 2012 - Present
Enterprise Rent A Car August 2007 - November 2011
Enterprise Rent A Car August 2006 - August 2007
A.G. Edwards & Sons Technology Group February 2004 - August 2006
A.G. Edwards February 2003 - February 2004
A.G. Edwards March 2001 - February 2003
Lucent Technologies March 2000 - March 2001
Navisys February 1999 - March 2000
Navisys August 1998 - March 2000
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Project Management, Software Documentation, Leadership, Program Management, Team Leadership, Visio, Software Project..., Testing, Software Development, Requirements Gathering, Business Process, Integration, Quality Assurance, MS Project
Education
Webster University 2002 — 2006
MBA, Management/Organizational Behavior
University of Missouri-Saint Louis
BSBA, Business Management/Organizational Behavior
Enterprise Rent-A-Car IT Infrastrucure Project ManagerEnterprise Rent A CarMarch 2012 - Present
Enterprise Rent A Car August 2007 - November 2011
Enterprise Rent A Car August 2006 - August 2007
A.G. Edwards & Sons Technology Group February 2004 - August 2006
A.G. Edwards February 2003 - February 2004
A.G. Edwards March 2001 - February 2003
Lucent Technologies March 2000 - March 2001
Navisys February 1999 - March 2000
Navisys August 1998 - March 2000
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Project Management, Software Documentation, Leadership, Program Management, Team Leadership, Visio, Software Project..., Testing, Software Development, Requirements Gathering, Business Process, Integration, Quality Assurance, MS Project
Education
Webster University 2002 — 2006
MBA, Management/Organizational Behavior
University of Missouri-Saint Louis
BSBA, Business Management/Organizational Behavior
Pat Cannone's A.G. Edwards Experience January 2001 - June 2003
Job Senior Mortgage Banker at PHH Home Loans Nmls# 228900
Industry Financial Services
Experience
PHH Home Loans NMLS # 228900 September 2011 - Present
US Bank Mortgage May 2011 - September 2011
PNC Mortgage June 2010 - May 2011
PHH Home Loans August 2007 - June 2010
GMAC Mortgage August 2004 - August 2007
Chicago Mortgage Funding June 2003 - August 2004
A.G. Edwards January 2001 - June 2003
St. Paul Federal February 1998 - January 2000
Dreyfus Corporation/Mellon Bank August 1986 - February 1998
Venture Stores 1979 - 1986
Skills
Focus On Results, Service Excellence, Sales Excellence, Service Quality, First Time Home Buyers, Sales, Mortgage Lending, Focus Groups, Real Estate, FHA, Mortgage Banking, Loans, Residential Mortgages, Investment Properties, Investments, Leadership, Sellers, Financial Analysis, Finance, Referrals, Loan Origination, FHA financing, VA loans, Certified Mortgage..., USDA, Refinance, Reverse Mortgages, Mortgage Underwriting, Real Estate Financing, Construction Loans, Credit, Underwriting, Mortgage Marketing, Foreclosures, Loss Mitigation, Government Loans, REO, Investors, Commercial Mortgages, Home Equity Loans, Home Equity Lines of..., Condos, Debt Consolidation, Short Sales, Real Estate Transactions, Financial Services, Mortgage Servicing, Single Family Homes, Credit Analysis, Real Estate Economics
Education
University of Illinois at Chicago 1980 — 1984
Bachelor of Science (BS), Finance
Lane Tech 1976 — 1980
Architecture and Drafting, High School Diploma
PHH Home Loans NMLS # 228900 September 2011 - Present
US Bank Mortgage May 2011 - September 2011
PNC Mortgage June 2010 - May 2011
PHH Home Loans August 2007 - June 2010
GMAC Mortgage August 2004 - August 2007
Chicago Mortgage Funding June 2003 - August 2004
A.G. Edwards January 2001 - June 2003
St. Paul Federal February 1998 - January 2000
Dreyfus Corporation/Mellon Bank August 1986 - February 1998
Venture Stores 1979 - 1986
Skills
Focus On Results, Service Excellence, Sales Excellence, Service Quality, First Time Home Buyers, Sales, Mortgage Lending, Focus Groups, Real Estate, FHA, Mortgage Banking, Loans, Residential Mortgages, Investment Properties, Investments, Leadership, Sellers, Financial Analysis, Finance, Referrals, Loan Origination, FHA financing, VA loans, Certified Mortgage..., USDA, Refinance, Reverse Mortgages, Mortgage Underwriting, Real Estate Financing, Construction Loans, Credit, Underwriting, Mortgage Marketing, Foreclosures, Loss Mitigation, Government Loans, REO, Investors, Commercial Mortgages, Home Equity Loans, Home Equity Lines of..., Condos, Debt Consolidation, Short Sales, Real Estate Transactions, Financial Services, Mortgage Servicing, Single Family Homes, Credit Analysis, Real Estate Economics
Education
University of Illinois at Chicago 1980 — 1984
Bachelor of Science (BS), Finance
Lane Tech 1976 — 1980
Architecture and Drafting, High School Diploma
Sarah Ulbrich's A.G. Edwards Experience August 2003 - July 2005
Job Internal Sales Support at The Standard
Industry Insurance
Experience
Home February 2008 - Present
The Standard November 2005 - January 2008
A.G. Edwards August 2003 - July 2005
Skills
Sales, Customer Service, Fixed Annuities
Education
Vanderbilt University 1993 — 1995
Master of Science (M.S.), Speech-Language Pathology/Pathologist
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Home February 2008 - Present
The Standard November 2005 - January 2008
A.G. Edwards August 2003 - July 2005
Skills
Sales, Customer Service, Fixed Annuities
Education
Vanderbilt University 1993 — 1995
Master of Science (M.S.), Speech-Language Pathology/Pathologist
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Trish (Libbra) Elking's A.G. Edwards Experience June 2000 - September 2001
Job Global Strategic Marketing at DuPont Nutrition & Health (formerly Solae)
Industry Food Production
Experience
DuPont Nutrition & Health (formerly Solae) January 2013 - Present
Solae, LLC November 2010 - Present
Bernie Elking Photography 2001 - December 2010
Libbra & Associates February 1994 - May 2003
A.G. Edwards June 2000 - September 2001
ASC February 1998 - June 2000
Osborn & Barr Communications January 1996 - December 1996
American Dairy Science Association February 1991 - July 1994
Merck Ag Vet 1992 - 1992
Skills
Marketing, Marketing Strategy, Consumer Insight, Consumer Segmentation, Food Industry, Food & Beverage, Beverage Industry, Food, Cross-functional Team..., Product Development, Consumer Products, Market Research, Marketing Management, Marketing Communications, Project Management, Dairy, Dietary Supplements, Brewery Industry, Agricultural Production, Agribusiness
Education
University of Illinois at Urbana-Champaign 1991 — 1993
Bachelor's, Agricultural Communications
DuPont Nutrition & Health (formerly Solae) January 2013 - Present
Solae, LLC November 2010 - Present
Bernie Elking Photography 2001 - December 2010
Libbra & Associates February 1994 - May 2003
A.G. Edwards June 2000 - September 2001
ASC February 1998 - June 2000
Osborn & Barr Communications January 1996 - December 1996
American Dairy Science Association February 1991 - July 1994
Merck Ag Vet 1992 - 1992
Skills
Marketing, Marketing Strategy, Consumer Insight, Consumer Segmentation, Food Industry, Food & Beverage, Beverage Industry, Food, Cross-functional Team..., Product Development, Consumer Products, Market Research, Marketing Management, Marketing Communications, Project Management, Dairy, Dietary Supplements, Brewery Industry, Agricultural Production, Agribusiness
Education
University of Illinois at Urbana-Champaign 1991 — 1993
Bachelor's, Agricultural Communications
Joe Libbra's A.G. Edwards Experience 1997 - 2003
Job Principal Senior Investment Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting Investment ConsultantMercer2008 - Present
Asset Consulting Group 2003 - 2008
A.G. Edwards 1997 - 2003
Skills
Investment Strategies, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1989 — 1992
Bachelor’s Degree, Finance / Politicial Science
Mercer Investment Consulting Investment ConsultantMercer2008 - Present
Asset Consulting Group 2003 - 2008
A.G. Edwards 1997 - 2003
Skills
Investment Strategies, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1989 — 1992
Bachelor’s Degree, Finance / Politicial Science
Pamela Kelley's A.G. Edwards Experience 2000 - 2007
Job Consultant, Business Intelligence Specialist
Industry Information Technology and Services
Experience
MAP Solutions, Inc. July 2014 - Present
Mercy Health System September 2007 - June 2014
A.G. Edwards 2000 - 2007
Zenith Insurance 1996 - 2000
Skills
Business Intelligence, Dashboarding, Epic Certifications -..., Business Objects
Education
University of Illinois Springfield
Master of Arts (M.A.)
University of South Florida
Bachelor of Arts (B.A.)
MAP Solutions, Inc. July 2014 - Present
Mercy Health System September 2007 - June 2014
A.G. Edwards 2000 - 2007
Zenith Insurance 1996 - 2000
Skills
Business Intelligence, Dashboarding, Epic Certifications -..., Business Objects
Education
University of Illinois Springfield
Master of Arts (M.A.)
University of South Florida
Bachelor of Arts (B.A.)
David W. Rommelmann's A.G. Edwards Experience January 2004 - February 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC February 2009 - Present
A.G. Edwards January 2004 - February 2009
Thrivent Financial for Lutherans April 2002 - January 2004
Boyle Engineering April 1983 - April 2002
Skills
Strategic Planning, Retirement Planning, Strategic Financial..., Insurance, Investments, Risk Management, Asset Allocation, Retirement, Financial Advisory, Asset Management, Finance, Budgets, Financial Planning, Program Management, Management, Team Building, Project Management, Cross-functional Team...
Education
The College for Financial Planning 2008 — 2012
Master of Science (M.S.), Personal Financial Planning
University of Missouri-Rolla 1966 — 1970
BSCE, Civil Engineering
Raymond James Financial Services, Inc., member FINRA/SIPC February 2009 - Present
A.G. Edwards January 2004 - February 2009
Thrivent Financial for Lutherans April 2002 - January 2004
Boyle Engineering April 1983 - April 2002
Skills
Strategic Planning, Retirement Planning, Strategic Financial..., Insurance, Investments, Risk Management, Asset Allocation, Retirement, Financial Advisory, Asset Management, Finance, Budgets, Financial Planning, Program Management, Management, Team Building, Project Management, Cross-functional Team...
Education
The College for Financial Planning 2008 — 2012
Master of Science (M.S.), Personal Financial Planning
University of Missouri-Rolla 1966 — 1970
BSCE, Civil Engineering
Matthew Missey's A.G. Edwards Experience 1999 - 2001
Job Microsoft Solutions Architect at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology, Inc. December 2013 - Present
Dell September 2012 - December 2013
Dell January 2010 - September 2012
Enterprise Holdings Inc. 2002 - 2010
Kelly Mitchell Group - Anheuser Busch 2001 - 2002
A.G. Edwards 1999 - 2001
Skills
Storage, Servers, Virtualization, Windows Server, Linux, Integration, VMware, Enterprise Software, System Administration, Active Directory, Systems Management, Data Center, Operating Systems, Cloud Computing, Disaster Recovery, SAN, Server Architecture, High Availability, Storage Area Networks, Hyper-V
Education
University of Missouri-Saint Louis 1995 — 1999
Business/IT Management
World Wide Technology, Inc. December 2013 - Present
Dell September 2012 - December 2013
Dell January 2010 - September 2012
Enterprise Holdings Inc. 2002 - 2010
Kelly Mitchell Group - Anheuser Busch 2001 - 2002
A.G. Edwards 1999 - 2001
Skills
Storage, Servers, Virtualization, Windows Server, Linux, Integration, VMware, Enterprise Software, System Administration, Active Directory, Systems Management, Data Center, Operating Systems, Cloud Computing, Disaster Recovery, SAN, Server Architecture, High Availability, Storage Area Networks, Hyper-V
Education
University of Missouri-Saint Louis 1995 — 1999
Business/IT Management
Jean Fidone-Schroer's A.G. Edwards Experience 1990 - 1997
Job Vice President at Anchor Capital Advisors
Industry Financial Services
Experience
Anchor Capital Advisors December 2014 - Present
Schroer Property, LLC 2011 - Present
Atalanta Sosnoff December 2005 - December 2014
John Hancock Financial Services February 2005 - November 2005
Rorer Asset Management June 1998 - December 2004
King Investment Advisors, Inc. 1997 - 1998
A.G. Edwards 1990 - 1997
Dean Witter Reynolds April 1984 - October 1990
Omaha National Bank 1978 - 1983
Mr. Steak 1975 - 1977
Skills
Wirehouse marketing, RIA Marketing, CIMA, AIF, IMCA, Asset Allocation
Education
Wharton School of Business, University of Pennsylvannia 2001 — 2001
Executive Degree, Certified Investment Management Analyst
University of Nebraska at Omaha 1979 — 1987
BSBA, Personnel Management
Benson High School
Anchor Capital Advisors December 2014 - Present
Schroer Property, LLC 2011 - Present
Atalanta Sosnoff December 2005 - December 2014
John Hancock Financial Services February 2005 - November 2005
Rorer Asset Management June 1998 - December 2004
King Investment Advisors, Inc. 1997 - 1998
A.G. Edwards 1990 - 1997
Dean Witter Reynolds April 1984 - October 1990
Omaha National Bank 1978 - 1983
Mr. Steak 1975 - 1977
Skills
Wirehouse marketing, RIA Marketing, CIMA, AIF, IMCA, Asset Allocation
Education
Wharton School of Business, University of Pennsylvannia 2001 — 2001
Executive Degree, Certified Investment Management Analyst
University of Nebraska at Omaha 1979 — 1987
BSBA, Personnel Management
Benson High School
Tim Ulbrich's A.G. Edwards Experience January 1997 - July 2005
Job Investment Development Manager at StanCorp Financial Group
Industry Investment Management
Experience
StanCorp Financial Group January 2013 - Present
StanCorp Financial Group January 2009 - December 2012
StanCorp Financial Group August 2005 - December 2008
A.G. Edwards January 1997 - July 2005
LaSalle Partners July 1994 - October 1996
KPMG US August 1993 - June 1994
Skills
Investments, Capital Raising, Mortgage Lending, Portfolio Management, Asset Management, Mortgage Banking, Financial Analysis, Due Diligence, Financial Modeling, Underwriting, Loan Origination, Finance, Risk Management, Valuation, Corporate Finance, Loans, Investor Development, Securities
Education
University of Portland 2005 — 2007
M.B.A., Finance and Global Business
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Accounting
StanCorp Financial Group January 2013 - Present
StanCorp Financial Group January 2009 - December 2012
StanCorp Financial Group August 2005 - December 2008
A.G. Edwards January 1997 - July 2005
LaSalle Partners July 1994 - October 1996
KPMG US August 1993 - June 1994
Skills
Investments, Capital Raising, Mortgage Lending, Portfolio Management, Asset Management, Mortgage Banking, Financial Analysis, Due Diligence, Financial Modeling, Underwriting, Loan Origination, Finance, Risk Management, Valuation, Corporate Finance, Loans, Investor Development, Securities
Education
University of Portland 2005 — 2007
M.B.A., Finance and Global Business
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Accounting
Jesse Hibbetts's A.G. Edwards Experience February 2004 - January 2005
Job Operations Manager at Port Freeport
Industry Maritime
Experience
Port Freeport February 2014 - Present
Port Freeport February 2006 - February 2014
UTi Worldwide Inc. January 2005 - February 2006
A.G. Edwards February 2004 - January 2005
Skills
Supply Chain, Supply Chain..., Trucking, Maritime, International Shipping, Inventory Control, Supply Chain Operations, Fleet Management, Warehouse Management, Forklift Operator, Freight, Distribution Center..., Operations Management, Ocean, Ports, International Logistics, Truckload, Materials Management, Microsoft Office, Customs Regulations, Microsoft Word, Container, Microsoft Excel, Transportation, 3PL, Transportation..., Shipping, Inventory Management, LTL, Warehousing, Outlook, Logistics, Freight Forwarding, Safety Management..., Supply Chain Management
Education
University of Houston 2000 — 2003
Bachelor of Science, Logistics and Industrial Distribution
Brazoswood High Schhool 1991 — 1995
Port Freeport February 2014 - Present
Port Freeport February 2006 - February 2014
UTi Worldwide Inc. January 2005 - February 2006
A.G. Edwards February 2004 - January 2005
Skills
Supply Chain, Supply Chain..., Trucking, Maritime, International Shipping, Inventory Control, Supply Chain Operations, Fleet Management, Warehouse Management, Forklift Operator, Freight, Distribution Center..., Operations Management, Ocean, Ports, International Logistics, Truckload, Materials Management, Microsoft Office, Customs Regulations, Microsoft Word, Container, Microsoft Excel, Transportation, 3PL, Transportation..., Shipping, Inventory Management, LTL, Warehousing, Outlook, Logistics, Freight Forwarding, Safety Management..., Supply Chain Management
Education
University of Houston 2000 — 2003
Bachelor of Science, Logistics and Industrial Distribution
Brazoswood High Schhool 1991 — 1995
Clare Wilhelm's A.G. Edwards Experience 1983 - 2007
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
Brian Cioffi's A.G. Edwards Experience 1998 - 2001
Job Product Quality Manager at Daugherty Business Solutions
Industry Computer Software
Experience
Daugherty Business Solutions 2001 - Present
A.G. Edwards 1998 - 2001
Programming Management & Systems Inc. 1997 - 1998
Aviation Troop Command 1986 - 1997
Skills
Testing, Software Quality..., Test Management, Software Project..., System Testing, Process Improvement, Test Automation, User Acceptance Testing, Test Planning, SQL, Project Management, Mobile Devices, Mobile Technology, Product Lifecycle..., Test Cases, Microsoft SQL Server, XML, Project Planning
Education
University of Missouri-Rolla 1992 — 1996
MS, Engineering Management
University of Missouri-Rolla 1982 — 1986
BS, Electrical Engineer
Daugherty Business Solutions 2001 - Present
A.G. Edwards 1998 - 2001
Programming Management & Systems Inc. 1997 - 1998
Aviation Troop Command 1986 - 1997
Skills
Testing, Software Quality..., Test Management, Software Project..., System Testing, Process Improvement, Test Automation, User Acceptance Testing, Test Planning, SQL, Project Management, Mobile Devices, Mobile Technology, Product Lifecycle..., Test Cases, Microsoft SQL Server, XML, Project Planning
Education
University of Missouri-Rolla 1992 — 1996
MS, Engineering Management
University of Missouri-Rolla 1982 — 1986
BS, Electrical Engineer
Matt Lenhard's A.G. Edwards Experience May 1997 - October 2007
Job at
Industry Environmental Services
Experience
Sullivan International Group, Inc. October 2013 - Present
J M Waller Assc November 2007 - October 2013
A.G. Edwards May 1997 - October 2007
Skills
Environmental Science, Water Quality, Analytical Chemistry, Water, Sampling, Chemistry, Laboratory
Education
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Business Administration (BBA), Organizational Behavior Studies
Sullivan International Group, Inc. October 2013 - Present
J M Waller Assc November 2007 - October 2013
A.G. Edwards May 1997 - October 2007
Skills
Environmental Science, Water Quality, Analytical Chemistry, Water, Sampling, Chemistry, Laboratory
Education
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Business Administration (BBA), Organizational Behavior Studies
John Stann's A.G. Edwards Experience November 1982 - November 2000
Job Managing Director at Stann Financial LLC
Industry Financial Services
Experience
Stann Financial, LLC December 2000 - Present
A.G. Edwards November 1982 - November 2000
Monsanto June 1969 - May 1981
Education
University of Missouri-Columbia 1965 — 1969
AB, Mathematics and Economics
Stann Financial, LLC December 2000 - Present
A.G. Edwards November 1982 - November 2000
Monsanto June 1969 - May 1981
Education
University of Missouri-Columbia 1965 — 1969
AB, Mathematics and Economics
Erin Kessel (Wilke)'s A.G. Edwards Experience December 2003 - July 2009
Job Financial Consultant
Industry Financial Services
Experience
Charles Schwab July 2009 - Present
Wachovia Securities, LLC September 2008 - July 2009
A.G. Edwards December 2003 - July 2009
A.G. Edwards December 2003 - July 2009
Wells Fargo Advisors, LLC 2008 - 2009
Mizzou Athletics 2000 - 2002
Education
University of Missouri-Saint Louis 2004 — 2006
MBA, Business
University of Missouri-Columbia, College of Business 1998 — 2002
Marketing
Charles Schwab July 2009 - Present
Wachovia Securities, LLC September 2008 - July 2009
A.G. Edwards December 2003 - July 2009
A.G. Edwards December 2003 - July 2009
Wells Fargo Advisors, LLC 2008 - 2009
Mizzou Athletics 2000 - 2002
Education
University of Missouri-Saint Louis 2004 — 2006
MBA, Business
University of Missouri-Columbia, College of Business 1998 — 2002
Marketing
Mary Durchholz's A.G. Edwards Experience October 1985 - October 1994
Job Human Resource Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2009 - Present
Wells Fargo March 2006 - November 2009
A.G. Edwards October 1985 - October 1994
Skills
Employee Benefits, Human Resources, Team Building
Education
University of Missouri-Columbia 1981 — 1983
BSBA, Business Logistics
Wells Fargo December 2009 - Present
Wells Fargo March 2006 - November 2009
A.G. Edwards October 1985 - October 1994
Skills
Employee Benefits, Human Resources, Team Building
Education
University of Missouri-Columbia 1981 — 1983
BSBA, Business Logistics
Balaji Ramadurai's A.G. Edwards Experience May 2007 - July 2007
Job Senior software engineer at IMSI
Industry Computer Software
Experience
IMSI May 2012 - Present
CSC June 2011 - May 2012
Infonero Inc April 2007 - May 2011
Excellence In Motivation July 2007 - March 2009
A.G. Edwards May 2007 - July 2007
Skills
Microsoft SQL Server, Web Services, Project Management Tools, SQL, SOA, .NET, ORM, OOAD, XSL, Requirements Analysis, ASP.NET
Education
University of Madras 1998 — 2001
MCA, Computer Applications, Data structures, Database concepts, microprocessors
Vivekananda college 1995 — 1998
Physics
IMSI May 2012 - Present
CSC June 2011 - May 2012
Infonero Inc April 2007 - May 2011
Excellence In Motivation July 2007 - March 2009
A.G. Edwards May 2007 - July 2007
Skills
Microsoft SQL Server, Web Services, Project Management Tools, SQL, SOA, .NET, ORM, OOAD, XSL, Requirements Analysis, ASP.NET
Education
University of Madras 1998 — 2001
MCA, Computer Applications, Data structures, Database concepts, microprocessors
Vivekananda college 1995 — 1998
Physics
Joseph Palazzola's A.G. Edwards Experience January 2000 - May 2008
Job Financial Services Marketing Professional
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - June 2014
First Clearing , Affiliate of Wells Fargo June 2008 - December 2012
A.G. Edwards January 2000 - May 2008
A.G. Edwards January 1995 - December 1999
Skills
Equities, Investments, Marketing Strategy, Marketing, Sales, Series 7, Wealth Management, Mutual Funds, Series 63, Securities, Retirement Planning, Portfolio Management, 401k, Series 24, Financial Services, Risk Management, Asset Management
Education
University of Missouri-Saint Louis 1983 — 1985
Bachelor of Science in Business Administration, Accounting
Wells Fargo Advisors December 2012 - June 2014
First Clearing , Affiliate of Wells Fargo June 2008 - December 2012
A.G. Edwards January 2000 - May 2008
A.G. Edwards January 1995 - December 1999
Skills
Equities, Investments, Marketing Strategy, Marketing, Sales, Series 7, Wealth Management, Mutual Funds, Series 63, Securities, Retirement Planning, Portfolio Management, 401k, Series 24, Financial Services, Risk Management, Asset Management
Education
University of Missouri-Saint Louis 1983 — 1985
Bachelor of Science in Business Administration, Accounting
Tom Scharff's A.G. Edwards Experience June 1992 - May 2004
Job Financial Advisor/Educator/Public Speaker
Industry Financial Services
Experience
Home October 2007 - Present
A.G. Edwards June 1992 - May 2004
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation
Education
University of Louisville
Master of Science (M.S.), Public Administration
Home October 2007 - Present
A.G. Edwards June 1992 - May 2004
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation
Education
University of Louisville
Master of Science (M.S.), Public Administration
Hugh Lau, CIMA's A.G. Edwards Experience July 2000 - June 2009
Job Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. June 2009 - Present
A.G. Edwards July 2000 - June 2009
Skills
Retirement Planning
Education
University of Iowa 1992 — 1997
B.A
D.A. Davidson & Co. June 2009 - Present
A.G. Edwards July 2000 - June 2009
Skills
Retirement Planning
Education
University of Iowa 1992 — 1997
B.A
Elaine Conway's A.G. Edwards Experience 1985 - 2005
Job Vice President, Marketing Director
Industry Financial Services
Experience
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Harvey W Huffman's A.G. Edwards Experience 2005 - 2010
Job Treasurer
Industry Financial Services
Experience
Allegacy Federal Credit Union 2010 - Present
Bloomberg LP 1995 - 2014
Wells Fargo 2005 - 2010
A.G. Edwards 2005 - 2010
Legg Mason 2000 - 2005
Wachovia Bank 1987 - 1999
Wachovia Bank 1980 - 1986
Skills
Portfolio Management, ALM/IRR Mgmt, Balance Sheet Strategy, Fixed Income, Liquidity Management, Credit Unon Finance, Funding, Financial Modeling, Credit, Financial Analysis, Investment Banking, Banking, Series 7, Derivatives, Finance, Risk Management, Bonds, Credit Risk, Financial Services, Financial Risk
Education
University of North Carolina at Greensboro
MBA, Corporate Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS - Corp Finance, Capital Structure; Strategy; Business Law; Econ
Allegacy Federal Credit Union 2010 - Present
Bloomberg LP 1995 - 2014
Wells Fargo 2005 - 2010
A.G. Edwards 2005 - 2010
Legg Mason 2000 - 2005
Wachovia Bank 1987 - 1999
Wachovia Bank 1980 - 1986
Skills
Portfolio Management, ALM/IRR Mgmt, Balance Sheet Strategy, Fixed Income, Liquidity Management, Credit Unon Finance, Funding, Financial Modeling, Credit, Financial Analysis, Investment Banking, Banking, Series 7, Derivatives, Finance, Risk Management, Bonds, Credit Risk, Financial Services, Financial Risk
Education
University of North Carolina at Greensboro
MBA, Corporate Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS - Corp Finance, Capital Structure; Strategy; Business Law; Econ
Heather Rinderknecht's A.G. Edwards Experience 2003 - 2003
Job Director of Investment Advisory Operations at Securian Advisors MidAmerica, Inc.
Industry Insurance
Experience
Securian Advisors MidAmerica, Inc. February 2014 - Present
Securian Advisors MidAmerica, Inc. April 2011 - Present
Transamerica Life Insurance Company August 2007 - April 2011
Berthel Fisher & Company Financial Services November 2003 - August 2007
A.G. Edwards 2003 - 2003
Skills
Series 7,24 and 63..., Life & Health Insurance..., Series 7, Fixed Annuities, Mutual Funds, Retirement, Series 24, Insurance, Investments, Variable Annuities, IRAs, Securities
Education
University of Iowa 1997 — 2000
Bachelor of Business Administration (BBA), Management and Organizations
Northeast Iowa Commnity College - Peosta 1995 — 1997
Associate of Arts (AA), Marketing/Marketing Management, General
Securian Advisors MidAmerica, Inc. February 2014 - Present
Securian Advisors MidAmerica, Inc. April 2011 - Present
Transamerica Life Insurance Company August 2007 - April 2011
Berthel Fisher & Company Financial Services November 2003 - August 2007
A.G. Edwards 2003 - 2003
Skills
Series 7,24 and 63..., Life & Health Insurance..., Series 7, Fixed Annuities, Mutual Funds, Retirement, Series 24, Insurance, Investments, Variable Annuities, IRAs, Securities
Education
University of Iowa 1997 — 2000
Bachelor of Business Administration (BBA), Management and Organizations
Northeast Iowa Commnity College - Peosta 1995 — 1997
Associate of Arts (AA), Marketing/Marketing Management, General
Robin Dorris's A.G. Edwards Experience June 1994 - March 1995
Job Infrastructure and System Analyst Team Lead at Boeing
Industry Information Technology and Services
Experience
Boeing June 2012 - Present
Boeing January 2007 - July 2013
Ft. Zumwalt School District September 2005 - November 2007
N/A January 1995 - January 2003
A.G. Edwards June 1994 - March 1995
McDonnell Douglas June 1989 - June 1994
McDonnell Douglas June 1989 - June 1994
McDonnell Douglas June 1989 - June 1994
Research Reactor September 1986 - May 1989
Skills
Unix, Databases, SQL, Software Documentation, Software Development, Testing, Requirements Analysis, Servers, Shell Scripting, Unix Shell Scripting, MS Project, Programming, C, HTML
Education
University of Missouri-Columbia 1984 — 1989
Bachelor of Science, Electrical Engineering
University of Missouri-Columbia 1984 — 1989
Bachelor of Science, Computer Engineering
University of Missouri-Columbia 1984 — 1989
Minor Mathematics, University of Missouri-Columbia
Boeing June 2012 - Present
Boeing January 2007 - July 2013
Ft. Zumwalt School District September 2005 - November 2007
N/A January 1995 - January 2003
A.G. Edwards June 1994 - March 1995
McDonnell Douglas June 1989 - June 1994
McDonnell Douglas June 1989 - June 1994
McDonnell Douglas June 1989 - June 1994
Research Reactor September 1986 - May 1989
Skills
Unix, Databases, SQL, Software Documentation, Software Development, Testing, Requirements Analysis, Servers, Shell Scripting, Unix Shell Scripting, MS Project, Programming, C, HTML
Education
University of Missouri-Columbia 1984 — 1989
Bachelor of Science, Electrical Engineering
University of Missouri-Columbia 1984 — 1989
Bachelor of Science, Computer Engineering
University of Missouri-Columbia 1984 — 1989
Minor Mathematics, University of Missouri-Columbia
Dan Rohlfing's A.G. Edwards Experience August 1995 - May 2008
Job Technology Relationship Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2009 - Present
Wachovia May 2008 - August 2009
A.G. Edwards August 1995 - May 2008
Education
University of Missouri-Saint Louis 1976 — 1990
Bachelor of Science (BS), Applied Mathematics
Ritenour High School
Wells Fargo Advisors August 2009 - Present
Wachovia May 2008 - August 2009
A.G. Edwards August 1995 - May 2008
Education
University of Missouri-Saint Louis 1976 — 1990
Bachelor of Science (BS), Applied Mathematics
Ritenour High School
Sandra Leonard's A.G. Edwards Experience June 1993 - March 2008
Job Retired at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 1993 - Present
A.G. Edwards June 1993 - March 2008
Toho Gakuen September 1978 - June 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Maine 1961 — 1965
Bachelor of Arts, English Literature (British and Commonwealth)
Bangor High School 1958 — 1961
Wells Fargo Advisors June 1993 - Present
A.G. Edwards June 1993 - March 2008
Toho Gakuen September 1978 - June 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Maine 1961 — 1965
Bachelor of Arts, English Literature (British and Commonwealth)
Bangor High School 1958 — 1961
Elizabeth Draeger's A.G. Edwards Experience August 1992 - August 1997
Job Implementation Manager at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts September 2012 - Present
Ceridian March 2010 - August 2012
Ceridian March 2007 - March 2010
Ceridian March 2005 - March 2007
Ceridian August 1997 - March 2005
A.G. Edwards August 1992 - August 1997
Skills
Ceridian, Process Improvement, HRIS, Call Center
Education
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Management Information Systems, General
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Business Administration, Management and Organizational Behavior
Express Scripts September 2012 - Present
Ceridian March 2010 - August 2012
Ceridian March 2007 - March 2010
Ceridian March 2005 - March 2007
Ceridian August 1997 - March 2005
A.G. Edwards August 1992 - August 1997
Skills
Ceridian, Process Improvement, HRIS, Call Center
Education
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Management Information Systems, General
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Business Administration, Management and Organizational Behavior
Ryan Koller's A.G. Edwards Experience 2004 - 2007
Job Real Estate, Developer, Project Management, Financial Management
Industry Real Estate
Experience
Koller Enterprises, LLC, Real estate January 2008 - Present
Central State Investment Services July 2013 - January 2015
Mid-Prairie School District 2011 - July 2014
A.G. Edwards 2004 - 2007
HON Industries June 2003 - August 2003
Edward Jones 1999 - 2001
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
Master of Business Administration (MBA), Finance, Accounting
Western Illinois University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Koller Enterprises, LLC, Real estate January 2008 - Present
Central State Investment Services July 2013 - January 2015
Mid-Prairie School District 2011 - July 2014
A.G. Edwards 2004 - 2007
HON Industries June 2003 - August 2003
Edward Jones 1999 - 2001
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
Master of Business Administration (MBA), Finance, Accounting
Western Illinois University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Miyo Breton's A.G. Edwards Experience 1998 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
McCormick Advisors 2003 - 2005
Skinmarket 2001 - 2003
Ants.com 1999 - 2001
A.G. Edwards 1998 - 1999
Salomon Brothers 1997 - 1998
Education
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Business Administration (B.B.A.)
McCormick Advisors 2003 - 2005
Skinmarket 2001 - 2003
Ants.com 1999 - 2001
A.G. Edwards 1998 - 1999
Salomon Brothers 1997 - 1998
Education
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Business Administration (B.B.A.)
John Sheehan, CFA's A.G. Edwards Experience March 1997 - November 2007
Job Research analyst at A financial services company
Industry Financial Services
Experience
Financial services company March 2009 - Present
Asset Consulting Group December 2007 - March 2009
A.G. Edwards March 1997 - November 2007
Skills
Investments, Equities
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Webster groves high school 1980 — 1984
Financial services company March 2009 - Present
Asset Consulting Group December 2007 - March 2009
A.G. Edwards March 1997 - November 2007
Skills
Investments, Equities
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Webster groves high school 1980 — 1984
Eric L. Fritsche's A.G. Edwards Experience 1999 - 2007
Job Proactive Accounting Executive and CPA
Industry Financial Services
Experience
Edward Jones 2014 - Present
Wells Fargo Advisors 2007 - 2012
A.G. Edwards 1999 - 2007
A.G. Edwards 1994 - 1999
A.G. Edwards 1987 - 1994
Skills
General Accounting, Audit Liaison, SEC Reporting, Staff Development, Planning and Scheduling, Customer-focused Service, Executive Reporting, Accounting, SEC filings, Auditing
Education
University of Missouri-Saint Louis 1984 — 1988
Bachelor's degree, Accounting
Edward Jones 2014 - Present
Wells Fargo Advisors 2007 - 2012
A.G. Edwards 1999 - 2007
A.G. Edwards 1994 - 1999
A.G. Edwards 1987 - 1994
Skills
General Accounting, Audit Liaison, SEC Reporting, Staff Development, Planning and Scheduling, Customer-focused Service, Executive Reporting, Accounting, SEC filings, Auditing
Education
University of Missouri-Saint Louis 1984 — 1988
Bachelor's degree, Accounting
Curt Smoot's A.G. Edwards Experience September 1993 - May 1999
Job Administrator at David Paul Rosen & Associates
Industry Mental Health Care
Experience
David Paul Rosen & Associates March 2013 - Present
Marcin Youthcare November 2006 - March 2013
VF Corporation March 2000 - June 2006
A.G. Edwards September 1993 - May 1999
Skills
Operations Management, Art Direction, Social Media, Leadership, Training, Customer Service, Marketing, Strategic Planning, Marketing Strategy
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Journalism, Advertising
David Paul Rosen & Associates March 2013 - Present
Marcin Youthcare November 2006 - March 2013
VF Corporation March 2000 - June 2006
A.G. Edwards September 1993 - May 1999
Skills
Operations Management, Art Direction, Social Media, Leadership, Training, Customer Service, Marketing, Strategic Planning, Marketing Strategy
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Journalism, Advertising
Marc Silver's A.G. Edwards Experience September 2005 - May 2008
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Raymond James Financial Inc. May 2008 - April 2012
A.G. Edwards September 2005 - May 2008
Skills
Investment Banking, Investments, Equities, Hedge Funds, Capital Markets, Private Equity, Healthcare finance, Senior Living Finance, Finance, Healthcare, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Team Building, Due Diligence, Financial Modeling, Budgets, Management
Education
University of Pennsylvania 1992 — 1994
Master's of Government Administration
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Science - Business Administration, Concentration in Finance
Piper Jaffray April 2012 - Present
Raymond James Financial Inc. May 2008 - April 2012
A.G. Edwards September 2005 - May 2008
Skills
Investment Banking, Investments, Equities, Hedge Funds, Capital Markets, Private Equity, Healthcare finance, Senior Living Finance, Finance, Healthcare, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Team Building, Due Diligence, Financial Modeling, Budgets, Management
Education
University of Pennsylvania 1992 — 1994
Master's of Government Administration
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Science - Business Administration, Concentration in Finance
Jeff Rohlena's A.G. Edwards Experience 2005 - 2007
Job Voice Operations Team Lead at Monsanto
Industry Telecommunications
Experience
Monsanto May 2008 - Present
A.G. Edwards 2005 - 2007
Chase Park Plaza 2001 - 2003
Skills
Cisco Call Manager, Cisco Unity Connections, Cisco VoIP, Cisco Routers, Unity Connection, Unity Express, UCCE, RightFax, Cisco Wireless
Education
University of Missouri-Rolla
Monsanto May 2008 - Present
A.G. Edwards 2005 - 2007
Chase Park Plaza 2001 - 2003
Skills
Cisco Call Manager, Cisco Unity Connections, Cisco VoIP, Cisco Routers, Unity Connection, Unity Express, UCCE, RightFax, Cisco Wireless
Education
University of Missouri-Rolla
Don Bratten's A.G. Edwards Experience September 1988 - December 2007
Job Professional seeking new opportunity
Industry Financial Services
Experience
In Transition Investment AdvisorStifel Financial Corp.January 2013 - August 2013
Wells Fargo Advisors December 2007 - December 2012
A.G. Edwards September 1988 - December 2007
Agri Affiliates November 1986 - August 1988
Owner March 1972 - September 1986
Education
A.G. Edwards and Sons Investments 1988 — 2007
Series 7,6,63,65 Licenses
University of Nebraska at Kearney 1968 — 1972
Bachelor of Applied Science (B.A.Sc.), Biology, General
Brady High School 1964 — 1968
Diploma was Valedictorian of the class
In Transition Investment AdvisorStifel Financial Corp.January 2013 - August 2013
Wells Fargo Advisors December 2007 - December 2012
A.G. Edwards September 1988 - December 2007
Agri Affiliates November 1986 - August 1988
Owner March 1972 - September 1986
Education
A.G. Edwards and Sons Investments 1988 — 2007
Series 7,6,63,65 Licenses
University of Nebraska at Kearney 1968 — 1972
Bachelor of Applied Science (B.A.Sc.), Biology, General
Brady High School 1964 — 1968
Diploma was Valedictorian of the class
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.