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
Eric Baize Eric Baize's A.G. Edwards Experience February 1999 - May 2005
Job Financial Professional & Owner at Baize Financial Concepts
Industry Financial Services
Experience
Baize Financial Concepts May 2005 - Present
AG Edwards February 1999 - May 2005
Skills
Finance, Financial Advisory, Strategic Planning, Team Building, Public Speaking, Securities, Small Business, Social Media, Social Networking, Public Relations, Event Planning, Social Media Marketing, Marketing Strategy
Education
Ball State University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Baize Financial Concepts May 2005 - Present
AG Edwards February 1999 - May 2005
Skills
Finance, Financial Advisory, Strategic Planning, Team Building, Public Speaking, Securities, Small Business, Social Media, Social Networking, Public Relations, Event Planning, Social Media Marketing, Marketing Strategy
Education
Ball State University
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Carol Scanlon's A.G. Edwards Experience December 2000 - May 2006
Job Administrative Coordinator HR & Finance at Switch
Industry Financial Services
Experience
Switch April 2015 - Present
Sensient Technologies Corporation February 2015 - April 2015
Edward Jones April 2008 - December 2014
Edward Jones May 2006 - April 2008
AG Edwards December 2000 - May 2006
Skills
Training, Customer Service, Continuing Education, Recruiting, Workshop Facilitation, Sales Hiring, Project Management, Learning Management..., Human Resources, Mobile Marketing..., Applicant Tracking...
Education
Fontbonne University 1998 — 2000
Bachelor of Arts (B.A.), Organizational Behavior Studies
Switch April 2015 - Present
Sensient Technologies Corporation February 2015 - April 2015
Edward Jones April 2008 - December 2014
Edward Jones May 2006 - April 2008
AG Edwards December 2000 - May 2006
Skills
Training, Customer Service, Continuing Education, Recruiting, Workshop Facilitation, Sales Hiring, Project Management, Learning Management..., Human Resources, Mobile Marketing..., Applicant Tracking...
Education
Fontbonne University 1998 — 2000
Bachelor of Arts (B.A.), Organizational Behavior Studies
Mark W. Gowen Mark W. Gowen's A.G. Edwards Experience November 1999 - April 2003
Job Principal and Investment Consultant, RJFS
Industry Financial Services
Experience
Ball Jones Gans Gowen Inc., Investment Services April 2003 - Present
AG Edwards November 1999 - April 2003
Education
California State University-Chico 1985 — 1987
Shasta College 1982 — 1984
Enterprise High School 1979 — 1982
Ball Jones Gans Gowen Inc., Investment Services April 2003 - Present
AG Edwards November 1999 - April 2003
Education
California State University-Chico 1985 — 1987
Shasta College 1982 — 1984
Enterprise High School 1979 — 1982
William Murphy William Murphy's A.G. Edwards Experience June 1985 - January 1994
Job Your Money Maker, Inc
Industry Financial Services
Experience
Your Money Maker, Inc January 2001 - Present
Affordable Insurance Solutions Group March 2006 - May 2008
Hanley Hazelden Foundation January 2002 - February 2007
Raymond James Financial Inc. January 1994 - September 1999
AG Edwards June 1985 - January 1994
Skills
Management, High Net Worth..., Retirement, Financial Advisory, Wealth Management, Strategic Financial..., Advertising, Online Advertising, Succession Planning, Marketing Strategy, Insurance, Retirement Planning, Small Business, Mergers & Acquisitions, Real Estate, Financial Services, IRAs, Term Life Insurance, Entrepreneurship, Executive Management, Private Equity, Start-ups, Financial Planning
Education
Denver College for Financial Planning 1989 — 1990
Financial Planning for Certification, Finance and Financial Management Services
Furman University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Business/Management
Your Money Maker, Inc January 2001 - Present
Affordable Insurance Solutions Group March 2006 - May 2008
Hanley Hazelden Foundation January 2002 - February 2007
Raymond James Financial Inc. January 1994 - September 1999
AG Edwards June 1985 - January 1994
Skills
Management, High Net Worth..., Retirement, Financial Advisory, Wealth Management, Strategic Financial..., Advertising, Online Advertising, Succession Planning, Marketing Strategy, Insurance, Retirement Planning, Small Business, Mergers & Acquisitions, Real Estate, Financial Services, IRAs, Term Life Insurance, Entrepreneurship, Executive Management, Private Equity, Start-ups, Financial Planning
Education
Denver College for Financial Planning 1989 — 1990
Financial Planning for Certification, Finance and Financial Management Services
Furman University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Business/Management
Julie Krehbiel, CFP® Julie Krehbiel, CFP®'s A.G. Edwards Experience 1990 - 2007
Job CERTIFIED FINANCIAL PLANNER™ (CFP®) | Financial Advisor | Investment Advisor Representative
Industry Accounting
Experience
Sikich September 2009 - Present
Assist Investment Management 2007 - 2008
AG Edwards 1990 - 2007
Skills
Personal Finance, Wealth Management, Retirement Planning, Investments, Estate Planning, Asset Allocation, Certified Financial..., College Funding...
Education
University of Illinois at Urbana-Champaign 1986 — 1987
MS, Finance
Illinois State University 1983 — 1986
BS, Finance
Sikich September 2009 - Present
Assist Investment Management 2007 - 2008
AG Edwards 1990 - 2007
Skills
Personal Finance, Wealth Management, Retirement Planning, Investments, Estate Planning, Asset Allocation, Certified Financial..., College Funding...
Education
University of Illinois at Urbana-Champaign 1986 — 1987
MS, Finance
Illinois State University 1983 — 1986
BS, Finance
jill indovino jill indovino's A.G. Edwards Experience December 1989 - November 1994
Job Vice President Banker at J.P. Morgan
Industry Nonprofit Organization Management
Experience
J.P. Morgan September 2014 - Present
JBI LLC February 2012 - September 2014
Girls on the Run St. Louis September 2002 - October 2011
A.G. Edwards December 1989 - November 1994
Education
University of Rochester 1982 — 1987
B.A., Economics
J.P. Morgan September 2014 - Present
JBI LLC February 2012 - September 2014
Girls on the Run St. Louis September 2002 - October 2011
A.G. Edwards December 1989 - November 1994
Education
University of Rochester 1982 — 1987
B.A., Economics
Angie Pullen Angie Pullen's A.G. Edwards Experience October 2005 - October 2007
Job Change Control Analyst
Industry Information Technology and Services
Experience
Charter Communications January 2015 - Present
Charter Communications January 2015 - Present
Edward Jones October 2007 - July 2014
AG Edwards October 2005 - October 2007
Skills
Customer Service, Microsoft Office
Education
Jefferson College 1996 — 1998
Associate's Degree, Office Systems and Technolgoies
Webster University
Bachelor's Degree, Conputer Science
Charter Communications January 2015 - Present
Charter Communications January 2015 - Present
Edward Jones October 2007 - July 2014
AG Edwards October 2005 - October 2007
Skills
Customer Service, Microsoft Office
Education
Jefferson College 1996 — 1998
Associate's Degree, Office Systems and Technolgoies
Webster University
Bachelor's Degree, Conputer Science
Daniel Law's A.G. Edwards Experience January 2003 - December 2003
Job Office President, The Liberty Company Insurance Brokers
Industry Insurance
Experience
San Jose Conservation Corps and Charter School June 2013 - Present
The Liberty Company Insurance Brokers October 2011 - Present
Leavitt Pacific Insurance Brokers August 2008 - October 2011
R.W. Babcock Insurance Brokerage, Inc. September 2003 - August 2008
A.G. Edwards January 2003 - December 2003
Skills
Commercial Insurance, General Insurance, Property & Casualty..., Insurance, Professional Liability, D&O, Underwriting, Brokers, Workers Compensation, Umbrella Insurance, Casualty, Commercial Lines, Legal Liability, Employment Practices..., Liability, Health Insurance, Financial Risk, Disability Insurance, Claim, Risk Management, Product Liability, Life Insurance, Excess, Reinsurance, Captives, Inland Marine, Account Management
Education
University of San Diego 2000 — 2004
BBA, Business Administration, Finance and Marketing
Bellarmine College Preparatory 1996 — 2000
San Jose Conservation Corps and Charter School June 2013 - Present
The Liberty Company Insurance Brokers October 2011 - Present
Leavitt Pacific Insurance Brokers August 2008 - October 2011
R.W. Babcock Insurance Brokerage, Inc. September 2003 - August 2008
A.G. Edwards January 2003 - December 2003
Skills
Commercial Insurance, General Insurance, Property & Casualty..., Insurance, Professional Liability, D&O, Underwriting, Brokers, Workers Compensation, Umbrella Insurance, Casualty, Commercial Lines, Legal Liability, Employment Practices..., Liability, Health Insurance, Financial Risk, Disability Insurance, Claim, Risk Management, Product Liability, Life Insurance, Excess, Reinsurance, Captives, Inland Marine, Account Management
Education
University of San Diego 2000 — 2004
BBA, Business Administration, Finance and Marketing
Bellarmine College Preparatory 1996 — 2000
Omar Shalabi, CFP® Omar Shalabi, CFP®'s A.G. Edwards Experience March 1997 - November 1998
Job Financial Advisor at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. November 2010 - Present
Carolina First Securities November 1998 - October 2010
A.G. Edwards March 1997 - November 1998
Skills
CFP®, Certified Financial..., Series 7, Series 63, Series 65, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance
Education
University of South Carolina - The Moore School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Berea High School 1987 — 1991
Summit Brokerage Services, Inc. November 2010 - Present
Carolina First Securities November 1998 - October 2010
A.G. Edwards March 1997 - November 1998
Skills
CFP®, Certified Financial..., Series 7, Series 63, Series 65, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance
Education
University of South Carolina - The Moore School of Business 1991 — 1995
Bachelor of Science (BS), Finance
Berea High School 1987 — 1991
Tori (Victoria) Lombardo Tori (Victoria) Lombardo's A.G. Edwards Experience 1987 - 1989
Job Realtor at Christie's Premiere Properties, Long & Foster
Industry Real Estate
Experience
Christies Premium Properties, Long & Foster Companies February 2013 - Present
MCI Corporation 2000 - 2006
MCI Corporation 1995 - 2000
General Motors 1991 - 1995
A.G. Edwards 1987 - 1989
Skills
Marketing Strategy, Advertising, Online Marketing, Lead Generation, Marketing, Corporate Branding, Real Estate, Online Advertising, Social Media Marketing, Market Research
Education
MBA Washington University 1989 — 1991
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of San Diego 1983 — 1987
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Christies Premium Properties, Long & Foster Companies February 2013 - Present
MCI Corporation 2000 - 2006
MCI Corporation 1995 - 2000
General Motors 1991 - 1995
A.G. Edwards 1987 - 1989
Skills
Marketing Strategy, Advertising, Online Marketing, Lead Generation, Marketing, Corporate Branding, Real Estate, Online Advertising, Social Media Marketing, Market Research
Education
MBA Washington University 1989 — 1991
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of San Diego 1983 — 1987
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Adoni Kokkinos Adoni Kokkinos's A.G. Edwards Experience December 2003 - December 2004
Job Manager, Director Services at Newell Property Managment
Industry Management Consulting
Experience
Newell Property Managment July 2014 - Present
VISS Technologies February 2013 - August 2014
Kent Security August 2008 - August 2014
Kent Security January 2008 - August 2008
Kent Security September 2007 - December 2007
Kent Security August 2007 - August 2007
US Army 2005 - 2007
Naples Police 2004 - 2005
AG Edwards December 2003 - December 2004
Walt Disney World 2002 - 2003
Skills
Training Delivery, Training & Development, Security Management, Client Relationship..., Organizational..., CRM, New Business Development, Employee Training, Physical Security, Surveillance, Security, Security Operations, Access Control, Private Investigations, CCTV, Criminal Investigations, Military, Operations Management, Corporate Security, Training, Security Training, Executive Protection, Police, Protection, Investigation, Background Checks, Policy, Emergency Management, Firearms, Enforcement, Security Audits, Homeland Security, Alarm Systems, Asset Protection, Tactics, Crisis Management, Public Safety, Counterterrorism, Risk Assessment, Criminal Justice, Weapons, Loss Prevention, Fraud, Security+, Security Awareness, Personal Security, Intelligence Analysis, Internal Investigations
Education
Lake Technical Center 2004 — 2005
Certified Law Enforcement Officer, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
College for Financial Planning 2003 — 2004
AAMS, MBAA, CFP
University of Central Florida 2000 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
University of Central Florida 2000 — 2003
Bachelor of Science (BS), Computer Science
Lely 1996 — 2000
High School Diploma, International Baccalaureate Scholar
Newell Property Managment July 2014 - Present
VISS Technologies February 2013 - August 2014
Kent Security August 2008 - August 2014
Kent Security January 2008 - August 2008
Kent Security September 2007 - December 2007
Kent Security August 2007 - August 2007
US Army 2005 - 2007
Naples Police 2004 - 2005
AG Edwards December 2003 - December 2004
Walt Disney World 2002 - 2003
Skills
Training Delivery, Training & Development, Security Management, Client Relationship..., Organizational..., CRM, New Business Development, Employee Training, Physical Security, Surveillance, Security, Security Operations, Access Control, Private Investigations, CCTV, Criminal Investigations, Military, Operations Management, Corporate Security, Training, Security Training, Executive Protection, Police, Protection, Investigation, Background Checks, Policy, Emergency Management, Firearms, Enforcement, Security Audits, Homeland Security, Alarm Systems, Asset Protection, Tactics, Crisis Management, Public Safety, Counterterrorism, Risk Assessment, Criminal Justice, Weapons, Loss Prevention, Fraud, Security+, Security Awareness, Personal Security, Intelligence Analysis, Internal Investigations
Education
Lake Technical Center 2004 — 2005
Certified Law Enforcement Officer, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
College for Financial Planning 2003 — 2004
AAMS, MBAA, CFP
University of Central Florida 2000 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
University of Central Florida 2000 — 2003
Bachelor of Science (BS), Computer Science
Lely 1996 — 2000
High School Diploma, International Baccalaureate Scholar
Shaneen D'Amico Shaneen D'Amico's A.G. Edwards Experience August 2002 - September 2004
Job Merchandiser at Premium Retail Services
Industry Financial Services
Experience
Maryland Motor Vehicle Administration April 2015 - Present
Premium Retail Services September 2013 - Present
A.G. Edwards August 2002 - September 2004
A.G. Edwards September 2001 - August 2002
A.G. Edwards December 2000 - September 2001
Kids Foot Locker February 1999 - October 2000
Fashion Bug/Charming Shops February 1998 - January 1999
Skills
Administrative Work, Data Entry, Customer Service, Customer Satisfaction, Organization
Education
University of Phoenix 2010 — 2012
Associate of Arts (AA), Health/Health Care Administration/Management, 3.93
Maryland Motor Vehicle Administration April 2015 - Present
Premium Retail Services September 2013 - Present
A.G. Edwards August 2002 - September 2004
A.G. Edwards September 2001 - August 2002
A.G. Edwards December 2000 - September 2001
Kids Foot Locker February 1999 - October 2000
Fashion Bug/Charming Shops February 1998 - January 1999
Skills
Administrative Work, Data Entry, Customer Service, Customer Satisfaction, Organization
Education
University of Phoenix 2010 — 2012
Associate of Arts (AA), Health/Health Care Administration/Management, 3.93
Brett Winters Brett Winters's A.G. Edwards Experience August 2000 - July 2002
Job Senior Mortgage Consultant at Wintrust Mortgage
Industry Financial Services
Experience
Wintrust Mortgage Corporation November 2012 - Present
PNC Bank (formerly National City Bank) August 2002 - October 2012
AG Edwards August 2000 - July 2002
Skills
Refinance, Mortgage Lending, Team Building, FHA, Sales Management, Sales, Customer Service, Loan Origination, Credit
Education
Illinois State University 1998 — 2000
BS, Business Administration
Wintrust Mortgage Corporation November 2012 - Present
PNC Bank (formerly National City Bank) August 2002 - October 2012
AG Edwards August 2000 - July 2002
Skills
Refinance, Mortgage Lending, Team Building, FHA, Sales Management, Sales, Customer Service, Loan Origination, Credit
Education
Illinois State University 1998 — 2000
BS, Business Administration
Mark Smolenski's A.G. Edwards Experience January 1997 - October 1999
Job Chief Financial Officer at Rabine Group
Industry Venture Capital & Private Equity
Experience
Rabine Group May 2014 - Present
Smolenski Advisory Group October 2009 - Present
Abundant Venture Partners November 2011 - April 2014
Axios Investments, LLC January 2007 - September 2009
Drysdale Holdings, LLC September 2003 - December 2006
Rho Capital Partners October 1999 - May 2001
A.G Edwards January 1997 - October 1999
Skills
Venture Capital, Financial Modeling, Due Diligence, Start-ups, Investments, Strategy, Financial Analysis, Corporate Finance, Negotiation, Angel Investing, Business Strategy, Turnaround Experience, Turnaround Strategy, Turnaround Initiatives, New Business Development, Entrepreneurship, Equities, Finance, Strategic Planning, Portfolio Management, Analysis, Capital Markets, New Ventures, Chartered Financial..., Investment Banking, CFA, Small Business, Personal Finance, Equity Research, Early Stage Investment, Early Stage Ventures, Business Analysis, Strategic Analysis, Execution of Business...
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management & Strategy
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Rabine Group May 2014 - Present
Smolenski Advisory Group October 2009 - Present
Abundant Venture Partners November 2011 - April 2014
Axios Investments, LLC January 2007 - September 2009
Drysdale Holdings, LLC September 2003 - December 2006
Rho Capital Partners October 1999 - May 2001
A.G Edwards January 1997 - October 1999
Skills
Venture Capital, Financial Modeling, Due Diligence, Start-ups, Investments, Strategy, Financial Analysis, Corporate Finance, Negotiation, Angel Investing, Business Strategy, Turnaround Experience, Turnaround Strategy, Turnaround Initiatives, New Business Development, Entrepreneurship, Equities, Finance, Strategic Planning, Portfolio Management, Analysis, Capital Markets, New Ventures, Chartered Financial..., Investment Banking, CFA, Small Business, Personal Finance, Equity Research, Early Stage Investment, Early Stage Ventures, Business Analysis, Strategic Analysis, Execution of Business...
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management & Strategy
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Vito A. Francone's A.G. Edwards Experience 1995 - 2004
Job Branch Manager and Wealth Advisor at Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC 2013 - Present
LPL Financial 2004 - 2013
AG Edwards 1995 - 2004
Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Financial Planning, Retirement, Series 7, Investment Advisory, Financial Advisory, Series 63, 401k, Estate Planning, Fixed Annuities, Alternative Investments
Education
California State University-Long Beach
Music Theory and Composition
Independent Financial Group LLC 2013 - Present
LPL Financial 2004 - 2013
AG Edwards 1995 - 2004
Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Financial Planning, Retirement, Series 7, Investment Advisory, Financial Advisory, Series 63, 401k, Estate Planning, Fixed Annuities, Alternative Investments
Education
California State University-Long Beach
Music Theory and Composition
Kimberly Sisco Kimberly Sisco's A.G. Edwards Experience May 2005 - September 2005
Job
Industry Professional Training & Coaching
Experience
It Works Global March 2015 - Present
TriVita August 2012 - Present
Eightside Records Frontline Worship January 2013 - July 2015
Frontline Worship August 2005 - July 2015
Frontline Music Institute September 2008 - May 2012
Eightside Records January 2008 - May 2011
Master's Commission USA August 2006 - May 2008
AG Edwards May 2005 - September 2005
Skills
Customer Service, Public Speaking, Microsoft Office, Social Media, Event Planning, Community Outreach, Team Building, Coaching, Leadership, Leadership Development, Public Relations, Social Networking, Microsoft Word, Microsoft Excel, PowerPoint, Fundraising, Training, Volunteer Management, Strategic Planning, Management, Team Leadership, Nonprofits, Sales, Marketing, Event Management, Marketing Strategy, Entrepreneurship, Project Planning, Teaching, Project Management, Wellness, Small Business, Social Media Marketing, Staff Development
Education
MCUSA Bible College 2004 — 2006
Certificate in Ministerial Studies
Concord High School
Diploma
Diablo Valley College
It Works Global March 2015 - Present
TriVita August 2012 - Present
Eightside Records Frontline Worship January 2013 - July 2015
Frontline Worship August 2005 - July 2015
Frontline Music Institute September 2008 - May 2012
Eightside Records January 2008 - May 2011
Master's Commission USA August 2006 - May 2008
AG Edwards May 2005 - September 2005
Skills
Customer Service, Public Speaking, Microsoft Office, Social Media, Event Planning, Community Outreach, Team Building, Coaching, Leadership, Leadership Development, Public Relations, Social Networking, Microsoft Word, Microsoft Excel, PowerPoint, Fundraising, Training, Volunteer Management, Strategic Planning, Management, Team Leadership, Nonprofits, Sales, Marketing, Event Management, Marketing Strategy, Entrepreneurship, Project Planning, Teaching, Project Management, Wellness, Small Business, Social Media Marketing, Staff Development
Education
MCUSA Bible College 2004 — 2006
Certificate in Ministerial Studies
Concord High School
Diploma
Diablo Valley College
Kimberly Poore Kimberly Poore's A.G. Edwards Experience September 1995 - January 2002
Job at
Industry Medical Practice
Experience
NEA Baptist Medical Center August 2014 - Present
NEA Baptist Hospital September 2008 - August 2014
Curves January 2002 - August 2007
AG Edwards September 1995 - January 2002
Skills
General Surgery, BLS, Orthopedic, Cpr Certified, Healthcare, Patient Safety, Nursing, Vital Signs, Medical Terminology, Medicine, ACLS, Healthcare Management, Medical/Surgical, EMR, Patient Education, Inpatient, Phlebotomy, Hospitals, Orthopedics
Education
Excelsior College 2013 — 2016
Associate of Arts and Sciences (AAS), Family Practice Nurse/Nursing
Arkansas State University-Newport 2012 — 2012
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
NEA Baptist Medical Center August 2014 - Present
NEA Baptist Hospital September 2008 - August 2014
Curves January 2002 - August 2007
AG Edwards September 1995 - January 2002
Skills
General Surgery, BLS, Orthopedic, Cpr Certified, Healthcare, Patient Safety, Nursing, Vital Signs, Medical Terminology, Medicine, ACLS, Healthcare Management, Medical/Surgical, EMR, Patient Education, Inpatient, Phlebotomy, Hospitals, Orthopedics
Education
Excelsior College 2013 — 2016
Associate of Arts and Sciences (AAS), Family Practice Nurse/Nursing
Arkansas State University-Newport 2012 — 2012
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
Steve Stark Steve Stark's A.G. Edwards Experience August 1999 - December 2001
Job Learning and Development Manager at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade, Inc. September 2007 - Present
Citimortgage December 2001 - September 2007
AG Edwards August 1999 - December 2001
Bank One May 1998 - June 1999
Mercantile Bank December 1995 - May 1998
Skills
Non-profits, Leadership Development, Community Outreach, Communication Training, Microsoft Office, Change Management, Project Management, Customer Satisfaction, Customer Analysis, Community Health, Diversity Training, Training, Employee Training, Onboarding, Management, Testing, Nonprofits
Education
Upper Iowa University 1991 — 1994
BS Human Services, 4.0
Lindenwood University
MS HRM
Scottrade, Inc. September 2007 - Present
Citimortgage December 2001 - September 2007
AG Edwards August 1999 - December 2001
Bank One May 1998 - June 1999
Mercantile Bank December 1995 - May 1998
Skills
Non-profits, Leadership Development, Community Outreach, Communication Training, Microsoft Office, Change Management, Project Management, Customer Satisfaction, Customer Analysis, Community Health, Diversity Training, Training, Employee Training, Onboarding, Management, Testing, Nonprofits
Education
Upper Iowa University 1991 — 1994
BS Human Services, 4.0
Lindenwood University
MS HRM
Patrick Kenedy CRPC Patrick Kenedy CRPC's A.G. Edwards Experience January 1996 - April 2001
Job Retirement Income Specialist Monterey Area at Kenedy Capital Consultants, LPL Financial, 25 years experience
Industry Investment Management
Experience
Kenedy Capital Consultants and LPL Financial June 2009 - Present
Edward Jones April 2001 - June 2009
AG Edwards January 1996 - April 2001
Kelly Services April 1987 - January 1992
TopTalent 1984 - 1987
Skills
Investments, Alternative Investments, Insurance, Employee Benefits, Bonds, Stocks, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Estate Planning, IRAs
Education
College for Financial Planning 1999 — 2000
CRPC
University of Oregon 1973 — 1977
burlingame high school! 1970 — 1973
Kenedy Capital Consultants and LPL Financial June 2009 - Present
Edward Jones April 2001 - June 2009
AG Edwards January 1996 - April 2001
Kelly Services April 1987 - January 1992
TopTalent 1984 - 1987
Skills
Investments, Alternative Investments, Insurance, Employee Benefits, Bonds, Stocks, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Estate Planning, IRAs
Education
College for Financial Planning 1999 — 2000
CRPC
University of Oregon 1973 — 1977
burlingame high school! 1970 — 1973
Gerry Buckley's A.G. Edwards Experience November 1990 - July 2008
Job at ETF Labs
Industry Investment Banking
Experience
Boston Harbor Angels August 2009 - Present
ETF Labs June 1995 - Present
AG EDWARDS November 1990 - July 2008
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Mutual Funds, Series 63, Investments, Investment Advisory, Wealth Management, Investment Management, Equities, Venture Capital, Asset Management, Private Equity, Valuation
Education
Boston College
BS, FINANCE
Boston Harbor Angels August 2009 - Present
ETF Labs June 1995 - Present
AG EDWARDS November 1990 - July 2008
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Mutual Funds, Series 63, Investments, Investment Advisory, Wealth Management, Investment Management, Equities, Venture Capital, Asset Management, Private Equity, Valuation
Education
Boston College
BS, FINANCE
Richard Kyle McDaniel, CFP ®'s A.G. Edwards Experience October 2005 - February 2007
Job Executive Director Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JP Morgan Securities, LLC October 2012 - Present
J.P. Morgan Securities Inc 2007 - December 2012
A.G. Edwards October 2005 - February 2007
Pegasus Solutions March 1997 - July 2005
Education
University of North Texas 1993 — 1996
BS, History
J.P. Morgan July 2015 - Present
JP Morgan Securities, LLC October 2012 - Present
J.P. Morgan Securities Inc 2007 - December 2012
A.G. Edwards October 2005 - February 2007
Pegasus Solutions March 1997 - July 2005
Education
University of North Texas 1993 — 1996
BS, History
Curt Zurliene Curt Zurliene's A.G. Edwards Experience 1998 - 1999
Job Regional Manager at Farm Credit Illinois
Industry Banking
Experience
Farm Credit Services of Illinois January 2014 - Present
Farm Credit Services of Illinois April 2012 - January 2014
Germantown Trust & Savings Bank March 2005 - April 2012
Germantown Trust & Savings Bank March 2005 - April 2012
FCB Bank - Albers Branch January 2003 - March 2005
Stifel Nicolaus September 1999 - January 2003
AG Edwards 1998 - 1999
Skills
Series 7, Series 63, Series 65, Credit, FINRA, Credit Analysis, Investments, Banking, Loans, Agricultural Lending, Agricultural Economics, Financial Services, Business Planning, Management, Marketing
Education
McKendree University 1996 — 1998
BS, Economics and Finance
Illinois College 1994 — 1996
BUSINESS
Farm Credit Services of Illinois January 2014 - Present
Farm Credit Services of Illinois April 2012 - January 2014
Germantown Trust & Savings Bank March 2005 - April 2012
Germantown Trust & Savings Bank March 2005 - April 2012
FCB Bank - Albers Branch January 2003 - March 2005
Stifel Nicolaus September 1999 - January 2003
AG Edwards 1998 - 1999
Skills
Series 7, Series 63, Series 65, Credit, FINRA, Credit Analysis, Investments, Banking, Loans, Agricultural Lending, Agricultural Economics, Financial Services, Business Planning, Management, Marketing
Education
McKendree University 1996 — 1998
BS, Economics and Finance
Illinois College 1994 — 1996
BUSINESS
Regis Griffin Regis Griffin's A.G. Edwards Experience July 2006 - December 2007
Job Technical Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo January 2010 - January 2014
Wells Fargo December 2008 - October 2009
Wachovia Securities, LLC January 2007 - January 2008
A.G. Edwards July 2006 - December 2007
Federated Investors June 1995 - July 2006
U.S. Coast Guard January 1981 - February 1988
Education
University of Pittsburgh
Masters, Information Science
Wells Fargo January 2014 - Present
Wells Fargo January 2010 - January 2014
Wells Fargo December 2008 - October 2009
Wachovia Securities, LLC January 2007 - January 2008
A.G. Edwards July 2006 - December 2007
Federated Investors June 1995 - July 2006
U.S. Coast Guard January 1981 - February 1988
Education
University of Pittsburgh
Masters, Information Science
Brent Markley Brent Markley's A.G. Edwards Experience 1991 - 2006
Job Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Stratos Wealth Partners July 2011 - Present
Advantage Wealth Partners July 2011 - Present
LPL Finanical July 2011 - Present
Wells Fargo Advisors August 1991 - May 2011
Wells Fargo Advisors/A.G. Edwards August 1991 - May 2011
AG Edwards 1991 - 2006
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Investments, Portfolio Management, Series 7, Wealth, Insurance, Securities, Investment Advisory, Retirement
Education
Capital University 1978 — 1982
BS, Business Administration & Marketing
Ridgedale high school
Ridgedale high school
Lynn Selby ChFC® Lynn Selby ChFC®'s A.G. Edwards Experience July 1998 - December 1999
Job Branch Manager at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James July 2011 - Present
Edward Jones December 1999 - June 2011
AG Edwards July 1998 - December 1999
Skills
Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Series 7, Financial Planning, Public Speaking, Licenses Held : Series..., Financial Designation :..., Financial Services, Investments, Investment Advisory, Insurance, Financial Analysis, Retirement, Estate Planning, Risk Management, Leadership, Fixed Annuities, Marketing, Investment Management, 401k, Bonds, Equities
Education
Duke University 2003 — 2004
Financial Planning and Services
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Mathematics and Computer Science
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Religion
Raymond James July 2011 - Present
Edward Jones December 1999 - June 2011
AG Edwards July 1998 - December 1999
Skills
Wealth Management, Finance, Retirement Planning, Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Strategic Financial..., Securities, Series 7, Financial Planning, Public Speaking, Licenses Held : Series..., Financial Designation :..., Financial Services, Investments, Investment Advisory, Insurance, Financial Analysis, Retirement, Estate Planning, Risk Management, Leadership, Fixed Annuities, Marketing, Investment Management, 401k, Bonds, Equities
Education
Duke University 2003 — 2004
Financial Planning and Services
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Mathematics and Computer Science
Meredith College 1971 — 1974
Bachelor of Arts (B.A.), Religion
Keith Pareti, CIMA® Keith Pareti, CIMA®'s A.G. Edwards Experience January 2005 - December 2005
Job Regional Director at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management December 2010 - Present
Woodlawn Advisors March 2009 - September 2010
Group One Trading LP January 2007 - December 2008
GFI Group May 2006 - January 2007
AG Edwards January 2005 - December 2005
Skills
Equities, Investments, Bloomberg, Mutual Funds, Trading, ETFs, Options, Hedge Funds
Education
Monmouth University 2001 — 2005
BS Business Administration / Finance
WisdomTree Asset Management December 2010 - Present
Woodlawn Advisors March 2009 - September 2010
Group One Trading LP January 2007 - December 2008
GFI Group May 2006 - January 2007
AG Edwards January 2005 - December 2005
Skills
Equities, Investments, Bloomberg, Mutual Funds, Trading, ETFs, Options, Hedge Funds
Education
Monmouth University 2001 — 2005
BS Business Administration / Finance
Allie Redman Allie Redman's A.G. Edwards Experience May 2006 - June 2008
Job Solutions Manager at Express Medical Billing Inc
Industry Financial Services
Experience
Express Medical Billing, Inc. April 2003 - Present
AG Edwards May 2006 - June 2008
Skills
Provider Enrollment, Account set-up, Troubleshooting, Accounts Receivable, Customer Service, medical billing, Medical Billing, Access, Accounting, Sales, Leadership, Management, Team Building, Account Management, Invoicing, Strategic Planning, Small Business
Education
St. Louis Community College 2005 — 2007
Associate of Arts (AA), Business Administration and Management, General
University of Missouri-Saint Louis 2003 — 2005
General Studies
Indiana State University 2002 — 2003
Political Science and Government
Express Medical Billing, Inc. April 2003 - Present
AG Edwards May 2006 - June 2008
Skills
Provider Enrollment, Account set-up, Troubleshooting, Accounts Receivable, Customer Service, medical billing, Medical Billing, Access, Accounting, Sales, Leadership, Management, Team Building, Account Management, Invoicing, Strategic Planning, Small Business
Education
St. Louis Community College 2005 — 2007
Associate of Arts (AA), Business Administration and Management, General
University of Missouri-Saint Louis 2003 — 2005
General Studies
Indiana State University 2002 — 2003
Political Science and Government
DARYL ARNETT DARYL ARNETT's A.G. Edwards Experience February 2002 - March 2004
Job Financial Planner Arnett Financial, LLC
Industry Financial Services
Experience
Arnett Financial, LLC September 2010 - Present
Fifth Third Securities May 2008 - August 2010
JPMorgan Chase March 2004 - April 2008
AG Edwards February 2002 - March 2004
Windsor Group, Inc. 1990 - 2001
Skills
Wealth Management, Investment Advisory..., Portfolio Management, Strategic Financial..., Retirement Planning, Individual Bonds, Individual Municipal..., Certificates of Deposit, 401k, 403b, Intergenerational..., Mutual Funds, Unit Investment Trusts, Securities, Alternative Investments, Long Term Care Insurance, Series 7, Series 66, 401k Rollovers, 403 b, Investment Advisory, Series 65, Wealth Management..., Series 63, Uniform Combined State..., Investments, IRAs, Succession Planning, Wealth Accumulation, Asset Allocation, Financial Planning
Education
Michigan State University 1980 — 1984
Bachelor of Arts (BA)
West Bloomfield High School
Arnett Financial, LLC September 2010 - Present
Fifth Third Securities May 2008 - August 2010
JPMorgan Chase March 2004 - April 2008
AG Edwards February 2002 - March 2004
Windsor Group, Inc. 1990 - 2001
Skills
Wealth Management, Investment Advisory..., Portfolio Management, Strategic Financial..., Retirement Planning, Individual Bonds, Individual Municipal..., Certificates of Deposit, 401k, 403b, Intergenerational..., Mutual Funds, Unit Investment Trusts, Securities, Alternative Investments, Long Term Care Insurance, Series 7, Series 66, 401k Rollovers, 403 b, Investment Advisory, Series 65, Wealth Management..., Series 63, Uniform Combined State..., Investments, IRAs, Succession Planning, Wealth Accumulation, Asset Allocation, Financial Planning
Education
Michigan State University 1980 — 1984
Bachelor of Arts (BA)
West Bloomfield High School
Todd McLean's A.G. Edwards Experience 1989 - 2002
Job President at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance March 2015 - Present
The Assist Group (TAG) acquired by Equian January 2014 - January 2015
Revelation Global aquired by FocusVision January 2013 - August 2013
Qmedtrix 2002 - August 2012
A.G. Edwards 1989 - 2002
Skills
Strategy, Business Development, Leadership, Strategic Planning, Management, Process Improvement, Executive Management, Vendor Management, Healthcare, Program Management, Business Strategy, Account Management, Team Building, Project Management, Product Development, Marketing Communications, Business Analysis, Change Management, Insurance, Sales Management, Budgets, New Business Development, Market Research, Cross-functional Team..., Negotiation, Team Leadership, Contract Negotiation, Analysis, CRM, Start-ups, Analytics, Business Process..., Product Management, Finance, Data Analysis, Investment Management
Education
University of Northern Colorado
Bachelor of Science (B.S.), International Marketing and minor in Economics
CoBiz Insurance March 2015 - Present
The Assist Group (TAG) acquired by Equian January 2014 - January 2015
Revelation Global aquired by FocusVision January 2013 - August 2013
Qmedtrix 2002 - August 2012
A.G. Edwards 1989 - 2002
Skills
Strategy, Business Development, Leadership, Strategic Planning, Management, Process Improvement, Executive Management, Vendor Management, Healthcare, Program Management, Business Strategy, Account Management, Team Building, Project Management, Product Development, Marketing Communications, Business Analysis, Change Management, Insurance, Sales Management, Budgets, New Business Development, Market Research, Cross-functional Team..., Negotiation, Team Leadership, Contract Negotiation, Analysis, CRM, Start-ups, Analytics, Business Process..., Product Management, Finance, Data Analysis, Investment Management
Education
University of Northern Colorado
Bachelor of Science (B.S.), International Marketing and minor in Economics
A'lanne Conrad's A.G. Edwards Experience January 2001 - September 2007
Job Physician Assistant Student University of the Sciences
Industry Hospital & Health Care
Experience
Virtua Health January 2015 - May 2015
Virtua Health 2015 - 2015
Doctors Care September 2012 - June 2013
Exempla Lutheran Medcial Center February 2010 - September 2012
Doctors Care March 2012 - August 2012
Doctors Care 2012 - 2012
A.G Edwards January 2001 - September 2007
Colorado Athletic Club October 2001 - August 2003
A.G Edwards & Sons, Inc December 1997 - June 2001
Crossroads Fitness Center June 1997 - January 1998
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Management, Hospitals, HIPAA, EMR, Social Media, Athletic Training, Cpr Certified, Medicine, Healthcare, Microsoft Word, Training, Nursing, Treatment
Education
University of the Sciences in Philadelphia 2013 — 2016
Master of Arts (MA), Physician Assistant
Univeristy of Colorado Denver 2007 — 2011
Post Bach, Post-Bachelor Biology, Pre-Med
Arapahoe Community College 2010 — 2010
Certification, EMT-B, IV Therapy
Colorado Mesa University 1992 — 1997
BA, Human Performance and Wellness
Virtua Health January 2015 - May 2015
Virtua Health 2015 - 2015
Doctors Care September 2012 - June 2013
Exempla Lutheran Medcial Center February 2010 - September 2012
Doctors Care March 2012 - August 2012
Doctors Care 2012 - 2012
A.G Edwards January 2001 - September 2007
Colorado Athletic Club October 2001 - August 2003
A.G Edwards & Sons, Inc December 1997 - June 2001
Crossroads Fitness Center June 1997 - January 1998
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Management, Hospitals, HIPAA, EMR, Social Media, Athletic Training, Cpr Certified, Medicine, Healthcare, Microsoft Word, Training, Nursing, Treatment
Education
University of the Sciences in Philadelphia 2013 — 2016
Master of Arts (MA), Physician Assistant
Univeristy of Colorado Denver 2007 — 2011
Post Bach, Post-Bachelor Biology, Pre-Med
Arapahoe Community College 2010 — 2010
Certification, EMT-B, IV Therapy
Colorado Mesa University 1992 — 1997
BA, Human Performance and Wellness
Scarlett Lewis's A.G. Edwards Experience September 2004 - November 2006
Job $19.99
Industry Financial Services
Experience
Nurturing Healing Love (Book) October 2013 - Present
Jesse Lewis Choose Love Foundation February 2013 - Present
Tangoe December 2011 - December 2012
AG Edwards September 2004 - November 2006
OptiMark 1998 - 2000
Llama Company 1994 - 1998
Greenwich Capital Markets January 1992 - January 1994
Skills
Public Speaking, Marketing, Social Media, Project Management, Microsoft Office, Sales, Negotiation, Strategic Planning, Business Development, Marketing Communications, New Business Development, Sales Management, Credit, Account Management, Financial Analysis, Real Estate, Market Research, Team Building, Business Strategy, Training
Education
Boston University 1987 — 1990
BS, Communications
Darien High School 1982 — 1986
Nurturing Healing Love (Book) October 2013 - Present
Jesse Lewis Choose Love Foundation February 2013 - Present
Tangoe December 2011 - December 2012
AG Edwards September 2004 - November 2006
OptiMark 1998 - 2000
Llama Company 1994 - 1998
Greenwich Capital Markets January 1992 - January 1994
Skills
Public Speaking, Marketing, Social Media, Project Management, Microsoft Office, Sales, Negotiation, Strategic Planning, Business Development, Marketing Communications, New Business Development, Sales Management, Credit, Account Management, Financial Analysis, Real Estate, Market Research, Team Building, Business Strategy, Training
Education
Boston University 1987 — 1990
BS, Communications
Darien High School 1982 — 1986
Donna Forgy's A.G. Edwards Experience 1999 - 2001
Job Professional Speaker Trainer/Facilitator Professional and Personal Development
Industry Education Management
Experience
ProSkills, Inc September 2002 - Present
ProSkills, Inc. January 2002 - Present
ProSkills, Inc. January 2002 - Present
Dale Carnegie January 1999 - January 2002
AG Edwards 1999 - 2001
Skills
Public Speaking, Leadership Development, Coaching, Organizational..., Management Consulting, Customer Service, Change Management, Team Building, Leadership, Training, Strategic Planning, Management, Sales, Motivational Speaking
Education
Missouri State University 1977 — 1981
BSE, Business and Education
SMSU
BSE, Business
ProSkills, Inc September 2002 - Present
ProSkills, Inc. January 2002 - Present
ProSkills, Inc. January 2002 - Present
Dale Carnegie January 1999 - January 2002
AG Edwards 1999 - 2001
Skills
Public Speaking, Leadership Development, Coaching, Organizational..., Management Consulting, Customer Service, Change Management, Team Building, Leadership, Training, Strategic Planning, Management, Sales, Motivational Speaking
Education
Missouri State University 1977 — 1981
BSE, Business and Education
SMSU
BSE, Business
Saif Arif Saif Arif's A.G. Edwards Experience March 2007 - June 2008
Job Sr. Architect at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications September 2014 - Present
Charter Communications via UTG July 2014 - September 2014
Enterprise Holdings April 2013 - June 2014
Technology Partners April 2012 - April 2013
Modular Process Control July 2011 - March 2012
TALX September 2010 - July 2011
Wells Fargo Advisors (Wachovia Securities) June 2008 - September 2010
AG Edwards March 2007 - June 2008
Monsanto Company December 2001 - March 2007
Cap Gemini Ernst & Young, LLC February 1999 - December 2001
Skills
Oracle, Unix, .NET, Java, REST, SOA, Toad, Microsoft SQL Server, TFS, ASP.NET MVC, Tomcat, JUnit, IntelliJ IDEA, Visio, Informatica, SSRS, Informix, SQL Server, XML and related tools, Windows Azure, IIS Server, Python, Perl, UNIX shell scripting, VS2010, Eclipse, CVS, ClearCase, CruiseControl, Rational Rose, Erwin, Actuate, DevPartner Tool, SQL Navigator, Server Studio, PLSQL Developer, SCOM, Cygwin, Powershell, Amazon Web Services..., Git, Puppet, Maven2, Agile Methodologies
Education
Devi Ahilya Vishwavidyalaya 1989 — 1991
M.S., Computer Science and Engineering
Vikram University 1983 — 1989
B.S., Mechanical Engineering
Charter Communications September 2014 - Present
Charter Communications via UTG July 2014 - September 2014
Enterprise Holdings April 2013 - June 2014
Technology Partners April 2012 - April 2013
Modular Process Control July 2011 - March 2012
TALX September 2010 - July 2011
Wells Fargo Advisors (Wachovia Securities) June 2008 - September 2010
AG Edwards March 2007 - June 2008
Monsanto Company December 2001 - March 2007
Cap Gemini Ernst & Young, LLC February 1999 - December 2001
Skills
Oracle, Unix, .NET, Java, REST, SOA, Toad, Microsoft SQL Server, TFS, ASP.NET MVC, Tomcat, JUnit, IntelliJ IDEA, Visio, Informatica, SSRS, Informix, SQL Server, XML and related tools, Windows Azure, IIS Server, Python, Perl, UNIX shell scripting, VS2010, Eclipse, CVS, ClearCase, CruiseControl, Rational Rose, Erwin, Actuate, DevPartner Tool, SQL Navigator, Server Studio, PLSQL Developer, SCOM, Cygwin, Powershell, Amazon Web Services..., Git, Puppet, Maven2, Agile Methodologies
Education
Devi Ahilya Vishwavidyalaya 1989 — 1991
M.S., Computer Science and Engineering
Vikram University 1983 — 1989
B.S., Mechanical Engineering
Tony Pochiro Tony Pochiro's A.G. Edwards Experience May 2002 - November 2007
Job Unknown
Industry Consumer Services
Experience
AG Edwards May 2002 - November 2007
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Education
Cleveland State University 1996 — 1998
Youngstown State University 1988 — 1992
BEChE, Chemical Engineering
Boardman High School 1985 — 1988
AG Edwards May 2002 - November 2007
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Education
Cleveland State University 1996 — 1998
Youngstown State University 1988 — 1992
BEChE, Chemical Engineering
Boardman High School 1985 — 1988
Anthony LaRosa's A.G. Edwards Experience 2000 - 2005
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2005 - Present
AG Edwards 2000 - 2005
Merrill Lynch 1998 - 2000
La Rosa & Co., LLC 1987 - 1997
Education
Indiana University Bloomington 1987 — 1990
Master of Business Administration (MBA)
Indiana University Robert H. McKinney School of Law 1987 — 1990
Doctor of Law (JD)
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Accounting
Hilliard Lyons July 2005 - Present
AG Edwards 2000 - 2005
Merrill Lynch 1998 - 2000
La Rosa & Co., LLC 1987 - 1997
Education
Indiana University Bloomington 1987 — 1990
Master of Business Administration (MBA)
Indiana University Robert H. McKinney School of Law 1987 — 1990
Doctor of Law (JD)
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Accounting
Dennis McGuire Jr., AAMS®, ADPA® Dennis McGuire Jr., AAMS®, ADPA®'s A.G. Edwards Experience January 2001 - May 2007
Job Managing Partner at McGuire Investment Group, LLC
Industry Investment Management
Experience
McGuire Investment Group October 2009 - Present
Wells Fargo Advisors May 2007 - October 2009
A.G. Edwards January 2001 - May 2007
Skills
Estate Investment..., Financial Advisory, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Stock Analysis, Welath Management, Portfolio Management, Equities
Education
University of Rhode Island 1995 — 1999
B.S., Microbiology
Bishop Hendricken H.S. 1991 — 1995
McGuire Investment Group October 2009 - Present
Wells Fargo Advisors May 2007 - October 2009
A.G. Edwards January 2001 - May 2007
Skills
Estate Investment..., Financial Advisory, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Planning, Stock Analysis, Welath Management, Portfolio Management, Equities
Education
University of Rhode Island 1995 — 1999
B.S., Microbiology
Bishop Hendricken H.S. 1991 — 1995
daniel tye's A.G. Edwards Experience June 2004 - April 2005
Job Regional Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2015 - Present
Pioneer Investments January 2008 - August 2015
Morgan Stanley Smith Barney April 2005 - January 2008
AG Edwards June 2004 - April 2005
Skills
Mutual Funds, Series 7, Series 63, Finance, Asset Management, Asset Allocation, Retirement Planning, Investments, Wealth Management, Alternative Investments
Education
Lafayette College 1999 — 2004
Business and Art
the rivers school
the rivers school
Morgan Stanley Investment Management August 2015 - Present
Pioneer Investments January 2008 - August 2015
Morgan Stanley Smith Barney April 2005 - January 2008
AG Edwards June 2004 - April 2005
Skills
Mutual Funds, Series 7, Series 63, Finance, Asset Management, Asset Allocation, Retirement Planning, Investments, Wealth Management, Alternative Investments
Education
Lafayette College 1999 — 2004
Business and Art
the rivers school
the rivers school
Scott Ammon Scott Ammon's A.G. Edwards Experience October 1989 - May 1993
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Morgan Stanley Smith Barney May 1993 - September 2010
AG Edwards October 1989 - May 1993
Skills
CRPC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, 401k, Retirement, 401k Rollovers, Saving for Education, Investments, Series 65, Series 63, Series 7, Uniform Combined State..., Financial Planning, High Net Worth..., Finance, Financial Analysis
Education
Eastern Michigan University 1985 — 1989
Bachelor of Science (B.S.), Economics of Finance
Holt High School 1982 — 1985
Merrill Lynch September 2010 - Present
Morgan Stanley Smith Barney May 1993 - September 2010
AG Edwards October 1989 - May 1993
Skills
CRPC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, 401k, Retirement, 401k Rollovers, Saving for Education, Investments, Series 65, Series 63, Series 7, Uniform Combined State..., Financial Planning, High Net Worth..., Finance, Financial Analysis
Education
Eastern Michigan University 1985 — 1989
Bachelor of Science (B.S.), Economics of Finance
Holt High School 1982 — 1985
Bunny Miller Bunny Miller's A.G. Edwards Experience August 1999 - April 2002
Job Administrative support / seeking longterm position
Industry Education Management
Experience
Rose International June 2015 - July 2015
Convergys July 2013 - June 2015
Hazelwood School District August 2007 - May 2012
The Men's Wearhouse, Inc July 2003 - October 2005
Weekends Only Inc. June 2002 - October 2003
AG Edwards August 1999 - April 2002
J. Riggings April 1996 - November 1997
Skills
Teaching Adult Learners, Learning Strategies, Creative Concept..., strong work ethic, Teaching Experience, Communication Strategies, Development of student..., Lesson Planning, Lesson Modifications, Highly motivated..., Adult Education, Teacher Training, Strategic Communications, Learning Styles, Curriculum Design, Product Development, Teaching, Management, Educational Technology, Microsoft Office, Staff Development, Classroom, Classroom Management, Curriculum Development, Educational Leadership, K-12, Differentiated..., Literacy, Instructional Technology, Tutoring, Curriculum Mapping
Education
Kaplan University 2010 — 2012
Master's degree, Higher Education/ Higher Education Teaching and Learning, 3.7
University of Missouri-Saint Louis 2005 — 2007
Bachelor's degree, Secondary Education and Teaching, 3.83
Colorado State University 1993 — 1995
Bachelor's degree, History, 2.72
Rose International June 2015 - July 2015
Convergys July 2013 - June 2015
Hazelwood School District August 2007 - May 2012
The Men's Wearhouse, Inc July 2003 - October 2005
Weekends Only Inc. June 2002 - October 2003
AG Edwards August 1999 - April 2002
J. Riggings April 1996 - November 1997
Skills
Teaching Adult Learners, Learning Strategies, Creative Concept..., strong work ethic, Teaching Experience, Communication Strategies, Development of student..., Lesson Planning, Lesson Modifications, Highly motivated..., Adult Education, Teacher Training, Strategic Communications, Learning Styles, Curriculum Design, Product Development, Teaching, Management, Educational Technology, Microsoft Office, Staff Development, Classroom, Classroom Management, Curriculum Development, Educational Leadership, K-12, Differentiated..., Literacy, Instructional Technology, Tutoring, Curriculum Mapping
Education
Kaplan University 2010 — 2012
Master's degree, Higher Education/ Higher Education Teaching and Learning, 3.7
University of Missouri-Saint Louis 2005 — 2007
Bachelor's degree, Secondary Education and Teaching, 3.83
Colorado State University 1993 — 1995
Bachelor's degree, History, 2.72
Persis Bessada-Habib Persis Bessada-Habib's A.G. Edwards Experience May 2006 - October 2007
Job VP Administrative Manager
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Merrill Lynch 2007 - 2009
AG Edwards May 2006 - October 2007
Morgan Stanley January 2001 - December 2002
Morgan Stanley DW March 1998 - December 2000
Education
Kean University 1995 — 1998
BS, Management Science/International Business
Merrill Lynch 2011 - Present
Merrill Lynch 2007 - 2009
AG Edwards May 2006 - October 2007
Morgan Stanley January 2001 - December 2002
Morgan Stanley DW March 1998 - December 2000
Education
Kean University 1995 — 1998
BS, Management Science/International Business
Tony Carpita Tony Carpita's A.G. Edwards Experience May 1993 - May 2001
Job Principal,Investment Consultant
Industry Financial Services
Experience
Irongate International April 2012 - Present
RSM McGladrey LLC May 2001 - April 2012
AG Edwards May 1993 - May 2001
Rodman & Renshaw 1993 - 1995
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Retirement, High Net Worth..., Finance, Mutual Funds, 401k, Estate Planning, Asset Allocation, Financial Planning, Certified Financial..., Financial Planners, Alternative Investments, Strategic Financial..., Financial Advisory
Education
Northern Illinois University 1990 — 1993
Bachelor's degree, Economics
Northern Illinois University 1989 — 1993
BS, Economics
Irongate International April 2012 - Present
RSM McGladrey LLC May 2001 - April 2012
AG Edwards May 1993 - May 2001
Rodman & Renshaw 1993 - 1995
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Retirement, High Net Worth..., Finance, Mutual Funds, 401k, Estate Planning, Asset Allocation, Financial Planning, Certified Financial..., Financial Planners, Alternative Investments, Strategic Financial..., Financial Advisory
Education
Northern Illinois University 1990 — 1993
Bachelor's degree, Economics
Northern Illinois University 1989 — 1993
BS, Economics
Dr. Harry Overstreet, Ph.D. Dr. Harry Overstreet, Ph.D.'s A.G. Edwards Experience 2003 - 2010
Job Organizational Culture, Team Skills
Industry Utilities
Experience
Lubbock Christian University 2012 - Present
DC Cook 2012 - 2013
Southwest Bank of Texas 2010 - 2010
University of Phoenix 2003 - 2010
A.G. Edwards 2003 - 2010
Friend of Claude Toland 2003 - 2010
O-zone Consulting 1990 - 2010
Church member friend 1986 - 2010
Friend and church menber 1980 - 2010
STP Nuclear Operating Company 2007 - 2009
Skills
Leadership Development, Organizational..., Organizational..., Readiness, Coaching, Mentoring, Nuclear, Strategic Planning, Process Improvement, Program Management, Leadership
Education
University of Phoenix 2003 — 2008
PhD, Management and Leadership
Abernathy High School
Lubbock Christian University 2012 - Present
DC Cook 2012 - 2013
Southwest Bank of Texas 2010 - 2010
University of Phoenix 2003 - 2010
A.G. Edwards 2003 - 2010
Friend of Claude Toland 2003 - 2010
O-zone Consulting 1990 - 2010
Church member friend 1986 - 2010
Friend and church menber 1980 - 2010
STP Nuclear Operating Company 2007 - 2009
Skills
Leadership Development, Organizational..., Organizational..., Readiness, Coaching, Mentoring, Nuclear, Strategic Planning, Process Improvement, Program Management, Leadership
Education
University of Phoenix 2003 — 2008
PhD, Management and Leadership
Abernathy High School
John Anastasia John Anastasia's A.G. Edwards Experience April 1989 - November 2000
Job Senior Vice President Investment Officer..................... at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2008 - Present
Merrill Lynch / Advest November 2000 - February 2008
AG Edwards April 1989 - November 2000
Paine Webber April 1986 - March 1989
Skills
Investments, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Series 7, Retirement Planning, Series 63, Portfolio Management, Finance, Securities, Equities, Investment Strategies, Investment Advisory, Strategic Planning
Education
Florida Southern College 1980 — 1984
BS, Finance
Wells Fargo Advisors February 2008 - Present
Merrill Lynch / Advest November 2000 - February 2008
AG Edwards April 1989 - November 2000
Paine Webber April 1986 - March 1989
Skills
Investments, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Series 7, Retirement Planning, Series 63, Portfolio Management, Finance, Securities, Equities, Investment Strategies, Investment Advisory, Strategic Planning
Education
Florida Southern College 1980 — 1984
BS, Finance
Jeremy Bradford Jeremy Bradford's A.G. Edwards Experience 1999 - 2003
Job Dir. of Estate and Planned Giving at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society September 2007 - Present
Raymond James Financial 2003 - 2007
A.G. Edwards 1999 - 2003
Skills
Asset, Wealth, Non-profits, Planned Giving, Fundraising, Wealth Transfer Planning, Asset Managment, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Major Donor Cultivation, Major Gift Development, Strategic Planning, Stewardship, Gift Planning, Asset Planning, Non-profit..., Non-profit Director, Non-profit Board..., Philanthropy, Trusts, Trust Management, Operating Budgets, Donor Management, Donor Engagement, Donor Development, Strategic Financial..., Estate Planning, Financial Advisory, Volunteering, Board Development, Asset Allocation, Investments, Nonprofits, Investment Advisory, Asset Management, Annual Giving, Volunteer Training, Foundations, Fundraisers, Charities, Volunteer Recruiting, Prospect Research, Retirement Planning, 401k, Financial Planners, Volunteer Management, Fixed Annuities, Retirement
Education
University of North Texas 1992 — 1997
BBA, Management
American Cancer Society September 2007 - Present
Raymond James Financial 2003 - 2007
A.G. Edwards 1999 - 2003
Skills
Asset, Wealth, Non-profits, Planned Giving, Fundraising, Wealth Transfer Planning, Asset Managment, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Major Donor Cultivation, Major Gift Development, Strategic Planning, Stewardship, Gift Planning, Asset Planning, Non-profit..., Non-profit Director, Non-profit Board..., Philanthropy, Trusts, Trust Management, Operating Budgets, Donor Management, Donor Engagement, Donor Development, Strategic Financial..., Estate Planning, Financial Advisory, Volunteering, Board Development, Asset Allocation, Investments, Nonprofits, Investment Advisory, Asset Management, Annual Giving, Volunteer Training, Foundations, Fundraisers, Charities, Volunteer Recruiting, Prospect Research, Retirement Planning, 401k, Financial Planners, Volunteer Management, Fixed Annuities, Retirement
Education
University of North Texas 1992 — 1997
BBA, Management
Tom Lonergan Tom Lonergan's A.G. Edwards Experience October 1995 - September 2006
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
UBS Financial Services October 2006 - December 2014
AG Edwards October 1995 - September 2006
Education
Hofstra University 1978 — 1982
Wells Fargo Advisors, LLC December 2014 - Present
UBS Financial Services October 2006 - December 2014
AG Edwards October 1995 - September 2006
Education
Hofstra University 1978 — 1982
Richard Hendry Richard Hendry's A.G. Edwards Experience 1998 - 1999
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 1999 - Present
United States Marine Corps 1990 - 2000
AG Edwards 1998 - 1999
Merrill Lynch 1994 - 1998
Education
Webster University 1991 — 1993
Master of Business Administration (M.B.A.)
Auburn University 1986 — 1990
Bachelor of Science (B.S.), Management
Raymond James Financial Services, Inc. March 1999 - Present
United States Marine Corps 1990 - 2000
AG Edwards 1998 - 1999
Merrill Lynch 1994 - 1998
Education
Webster University 1991 — 1993
Master of Business Administration (M.B.A.)
Auburn University 1986 — 1990
Bachelor of Science (B.S.), Management
Tim Stroud Tim Stroud's A.G. Edwards Experience June 2007 - August 2007
Job Insurance Examiner at NJ Department of Banking & Insurance Real Estate Commission
Industry Government Administration
Experience
NJ Department of Banking & Insurance & Real Estate Commission May 2013 - Present
Michael Serrapica CPA, PLLC May 2011 - April 2013
Wakefern Food Corporation August 2009 - April 2013
French and Parrello Associates June 2011 - August 2011
Pathmark Division Dairy December 2004 - August 2009
AG Edwards June 2007 - August 2007
McDonald's Corporation May 2003 - August 2004
Skills
Customer Service, Accounting, Time Management, PowerPoint, Organization, Leadership, QuickBooks, Data Entry, Microsoft Excel, Microsoft Word, Inventory Management, Microsoft Office, Teamwork, Account Reconciliation
Education
New Jersey City University 2010 — 2012
Bachelor's degree, Accounting
Brookdale Community College 2008 — 2010
AA, Business
Manasquan High School (Class of 2008) 2004 — 2008
Business education
NJ Department of Banking & Insurance & Real Estate Commission May 2013 - Present
Michael Serrapica CPA, PLLC May 2011 - April 2013
Wakefern Food Corporation August 2009 - April 2013
French and Parrello Associates June 2011 - August 2011
Pathmark Division Dairy December 2004 - August 2009
AG Edwards June 2007 - August 2007
McDonald's Corporation May 2003 - August 2004
Skills
Customer Service, Accounting, Time Management, PowerPoint, Organization, Leadership, QuickBooks, Data Entry, Microsoft Excel, Microsoft Word, Inventory Management, Microsoft Office, Teamwork, Account Reconciliation
Education
New Jersey City University 2010 — 2012
Bachelor's degree, Accounting
Brookdale Community College 2008 — 2010
AA, Business
Manasquan High School (Class of 2008) 2004 — 2008
Business education
Tanya Papandrea Tanya Papandrea's A.G. Edwards Experience July 2004 - April 2005
Job Realtor Broker at Realty World Carolina Properties
Industry Real Estate
Experience
Towne Realty Group, LLC January 2015 - Present
Realty World Carolina Properties November 2014 - Present
Towne Realty Group, LLC January 2011 - December 2014
Weichert Realtors January 2007 - January 2011
AG Edwards July 2004 - April 2005
Alliance Bernstein April 2004 - July 2004
LaBranche & Company June 1997 - March 2004
LaBranche & Co 1997 - 2004
Skills
Series 7, Bloomberg, Investments, Equities, Real Estate, Equity Trading, Capital Markets, Financial Markets, Finance, Trading Systems, FINRA, Electronic Trading, Sales, Residential Homes, Real Estate Transactions, First Time Home Buyers, Condos, Relocation, Referrals, Sellers, real estate sales
Education
Hollins University 1995 — 1997
BA, Economics with Business
Anne Arundel Community College 1993 — 1995
AA, Associates
Broadneck Senior High School
Towne Realty Group, LLC January 2015 - Present
Realty World Carolina Properties November 2014 - Present
Towne Realty Group, LLC January 2011 - December 2014
Weichert Realtors January 2007 - January 2011
AG Edwards July 2004 - April 2005
Alliance Bernstein April 2004 - July 2004
LaBranche & Company June 1997 - March 2004
LaBranche & Co 1997 - 2004
Skills
Series 7, Bloomberg, Investments, Equities, Real Estate, Equity Trading, Capital Markets, Financial Markets, Finance, Trading Systems, FINRA, Electronic Trading, Sales, Residential Homes, Real Estate Transactions, First Time Home Buyers, Condos, Relocation, Referrals, Sellers, real estate sales
Education
Hollins University 1995 — 1997
BA, Economics with Business
Anne Arundel Community College 1993 — 1995
AA, Associates
Broadneck Senior High School
Greg Gobble's A.G. Edwards Experience September 1995 - February 1997
Job Financial Consultant at First Brokerage America
Industry Financial Services
Experience
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
Jess Perez's A.G. Edwards Experience May 2008 - December 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Privately Held Company April 2012 - Present
Merrill Lynch January 2010 - April 2012
AG Edwards May 2008 - December 2009
BWC Mortgage Services January 2006 - May 2008
Gap Inc. January 2003 - December 2005
NUMMI January 2001 - December 2002
Skills
Strategy, Investments, Marketing, Strategic Financial..., Asset Allocation, Retirement, Personal Financial..., Portfolio Management, Personal Pensions, Tax Efficiency, Charitable Gift Planning, Helping Clients Succeed, Financial Analysis, Retirement Planning, Finance
Education
California State University-Chico 1997 — 2000
BS
Privately Held Company April 2012 - Present
Merrill Lynch January 2010 - April 2012
AG Edwards May 2008 - December 2009
BWC Mortgage Services January 2006 - May 2008
Gap Inc. January 2003 - December 2005
NUMMI January 2001 - December 2002
Skills
Strategy, Investments, Marketing, Strategic Financial..., Asset Allocation, Retirement, Personal Financial..., Portfolio Management, Personal Pensions, Tax Efficiency, Charitable Gift Planning, Helping Clients Succeed, Financial Analysis, Retirement Planning, Finance
Education
California State University-Chico 1997 — 2000
BS
Walter Blackledge Walter Blackledge's A.G. Edwards Experience 2005 - June 2006
Job Director of Database Administration at SIU School of Dental Medicine
Industry Information Technology and Services
Experience
SIU School of Dental Medicine July 2006 - Present
AG Edwards 2005 - June 2006
Anheuser-Busch InBev 2004 - 2005
Consultant 2001 - 2004
CoreExpress 2000 - 2001
Intertech 1999 - 2000
SAVVIS 1998 - 1999
AG Edwards & Sons 1994 - 1999
Consultant July 1993 - August 1994
Unisys 1990 - 1993
Skills
Microsoft SQL Server, Databases, PL/SQL, Unix, SQL, C#, Linux, Perl, XML, Windows, C++, Visual Basic, Software Development, Solaris, Integration, Database Administration, Visual Studio, Microsoft Office, T-SQL, Oracle SQL Developer, Oracle Database, Microsoft Visual Studio..., Business Analysis
Education
Southern Illinois University, Carbondale 1985 — 1987
Bachelor of Applied Science (BASc), Computer Science
Lewis and Clark Community College 1983 — 1985
Computer Programming, Specific Applications
Western Illinois University 1982 — 1983
Geology/Earth Science, General
SIU School of Dental Medicine July 2006 - Present
AG Edwards 2005 - June 2006
Anheuser-Busch InBev 2004 - 2005
Consultant 2001 - 2004
CoreExpress 2000 - 2001
Intertech 1999 - 2000
SAVVIS 1998 - 1999
AG Edwards & Sons 1994 - 1999
Consultant July 1993 - August 1994
Unisys 1990 - 1993
Skills
Microsoft SQL Server, Databases, PL/SQL, Unix, SQL, C#, Linux, Perl, XML, Windows, C++, Visual Basic, Software Development, Solaris, Integration, Database Administration, Visual Studio, Microsoft Office, T-SQL, Oracle SQL Developer, Oracle Database, Microsoft Visual Studio..., Business Analysis
Education
Southern Illinois University, Carbondale 1985 — 1987
Bachelor of Applied Science (BASc), Computer Science
Lewis and Clark Community College 1983 — 1985
Computer Programming, Specific Applications
Western Illinois University 1982 — 1983
Geology/Earth Science, General
Bill Leonard, CTFA, CISP Bill Leonard, CTFA, CISP's A.G. Edwards Experience January 1986 - January 1988
Job Senior Fiduciary Specialist & VP Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank June 2009 - Present
Brookmont Capital Management December 2007 - June 2009
Comerica Bank January 2004 - December 2007
Comerica Bank WIM January 2002 - January 2004
Comerica Bank January 1995 - January 2002
Bank of America August 1988 - January 1995
AG Edwards January 1986 - January 1988
Eppler, Guerin & Turner, Inc January 1984 - January 1986
City of Denison January 1983 - January 1984
Education
Austin College 1978 — 1982
B.A, Business Administration and History
Wells Fargo Private Bank June 2009 - Present
Brookmont Capital Management December 2007 - June 2009
Comerica Bank January 2004 - December 2007
Comerica Bank WIM January 2002 - January 2004
Comerica Bank January 1995 - January 2002
Bank of America August 1988 - January 1995
AG Edwards January 1986 - January 1988
Eppler, Guerin & Turner, Inc January 1984 - January 1986
City of Denison January 1983 - January 1984
Education
Austin College 1978 — 1982
B.A, Business Administration and History
James Rhodes, AAMS's A.G. Edwards Experience July 2004 - March 2006
Job Financial Advisor/ Financial Services Representative with MetLife
Industry Financial Services
Experience
MetLife February 2008 - Present
Morgan Stanley April 2005 - December 2007
AG Edwards July 2004 - March 2006
Skills
Investments
Education
Indiana University of Pennsylvania 1998 — 2003
Indiana University of Pennsylvania 1998 — 2003
International Business, Finance
MetLife February 2008 - Present
Morgan Stanley April 2005 - December 2007
AG Edwards July 2004 - March 2006
Skills
Investments
Education
Indiana University of Pennsylvania 1998 — 2003
Indiana University of Pennsylvania 1998 — 2003
International Business, Finance
Thomas Barnhorn AAMS Thomas Barnhorn AAMS's A.G. Edwards Experience November 2004 - June 2006
Job Founder and Managing Member of Barnhorn Financial
Industry Financial Services
Experience
Barnhorn Financial March 2011 - Present
City of Seminole March 2006 - Present
LEITR 2009 - 2012
Edward Jones July 2006 - February 2011
A.G. Edwards November 2004 - June 2006
Capital One March 1998 - November 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Mutual Funds, Life Insurance, Portfolio Management, Analysis, Wealth Management, Series 7, Estate Planning, Retirement, Small Business, Securities, Financial Planners, Bonds, Finance, Financial Advisory, IRAs, 401k, FINRA
Education
University of South Florida - College of Business Administration 1998 — 2004
Bachelor of Science, Finance
University of South Florida - College of Business Administration 1998 — 2004
Bachelor of Science, Information Systems Management
Barnhorn Financial March 2011 - Present
City of Seminole March 2006 - Present
LEITR 2009 - 2012
Edward Jones July 2006 - February 2011
A.G. Edwards November 2004 - June 2006
Capital One March 1998 - November 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Mutual Funds, Life Insurance, Portfolio Management, Analysis, Wealth Management, Series 7, Estate Planning, Retirement, Small Business, Securities, Financial Planners, Bonds, Finance, Financial Advisory, IRAs, 401k, FINRA
Education
University of South Florida - College of Business Administration 1998 — 2004
Bachelor of Science, Finance
University of South Florida - College of Business Administration 1998 — 2004
Bachelor of Science, Information Systems Management
Amy Regel Amy Regel's A.G. Edwards Experience 1998 - 2004
Job Project Manager/Coordinator
Industry Information Technology and Services
Experience
Saint Louis University Project ManagerSaint Louis University2006 - Present
A.G. Edwards 1998 - 2004
AG Edwards 1989 - 2002
Education
Maryville University of Saint Louis 2008 — 2009
Working on B.S., Psychology
University of Phoenix 2007 — 2008
Associates, Psychology
Saint Louis University Project ManagerSaint Louis University2006 - Present
A.G. Edwards 1998 - 2004
AG Edwards 1989 - 2002
Education
Maryville University of Saint Louis 2008 — 2009
Working on B.S., Psychology
University of Phoenix 2007 — 2008
Associates, Psychology
Michael Klisares Michael Klisares's A.G. Edwards Experience 1981 - 1985
Job Regional Director at Cantor Fitzgerald & Co.
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Faye Marlowe's A.G. Edwards Experience 2002 - 2009
Job First Vice PresidentInvestments, Financial Advisor Marlowe & Heckman Financial Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2015 - Present
Wells Fargo Advisors, LLC 2009 - Present
AG Edwards 2002 - 2009
Dean Witter Morgan Stanley 1996 - 2002
Women & Children in Crisis currently DBA Family Crisis and Counseling 1987 - 1996
Adams Affiliates Inc 1982 - 1987
Deerfield High School 1976 - 1980
South Plantation High School - Ft. Lauderdale, FL 1971 - 1974
Skills
Estate Investment..., Finacial Management, Account Management, Retirement Planning, Wealth Preservation..., Financial Guidance, Financial Advisory, WFA research and..., Organization Skills, Retirement Savings, Fixed Income Strategies, Fixed Annuities, Stocks, Bonds, 401k Rollovers, Finance, IRAs, Tax Efficient Stratagies, Time Management, Strategic Planning, Team Leadership, Team Building, Teaching, Teamwork, Team Management, Musical Direction, Musical Background
Education
Northwestern University 1975 — 1976
Master's Degree
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor's of Science, Music
Wells Fargo Advisors, LLC May 2015 - Present
Wells Fargo Advisors, LLC 2009 - Present
AG Edwards 2002 - 2009
Dean Witter Morgan Stanley 1996 - 2002
Women & Children in Crisis currently DBA Family Crisis and Counseling 1987 - 1996
Adams Affiliates Inc 1982 - 1987
Deerfield High School 1976 - 1980
South Plantation High School - Ft. Lauderdale, FL 1971 - 1974
Skills
Estate Investment..., Finacial Management, Account Management, Retirement Planning, Wealth Preservation..., Financial Guidance, Financial Advisory, WFA research and..., Organization Skills, Retirement Savings, Fixed Income Strategies, Fixed Annuities, Stocks, Bonds, 401k Rollovers, Finance, IRAs, Tax Efficient Stratagies, Time Management, Strategic Planning, Team Leadership, Team Building, Teaching, Teamwork, Team Management, Musical Direction, Musical Background
Education
Northwestern University 1975 — 1976
Master's Degree
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor's of Science, Music
Alex Mihajlov's A.G. Edwards Experience January 1996 - January 2008
Job Branch Manager Raymond James
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC June 2011 - Present
Wells Fargo Advisors January 2008 - May 2011
AG Edwards January 1996 - January 2008
AG Edwards October 1983 - January 1996
Skills
Series 7, Series 24, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Uniform Combined State..., Securities, Investments, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial...
Education
Babson College 1981 — 1983
BA, Finance
NC State 1979 — 1981
NC State University
Pittsford Mendon High School 1976 — 1979
Raymond James Financial Services Inc. Member FINRA/SIPC June 2011 - Present
Wells Fargo Advisors January 2008 - May 2011
AG Edwards January 1996 - January 2008
AG Edwards October 1983 - January 1996
Skills
Series 7, Series 24, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Uniform Combined State..., Securities, Investments, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial...
Education
Babson College 1981 — 1983
BA, Finance
NC State 1979 — 1981
NC State University
Pittsford Mendon High School 1976 — 1979
Jon Lieber Jon Lieber's A.G. Edwards Experience May 1995 - June 2009
Job Vice President, Investments at Lieber Financial Group of Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates June 2009 - Present
AG Edwards May 1995 - June 2009
Education
Franklin Pierce University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Raymond James & Associates June 2009 - Present
AG Edwards May 1995 - June 2009
Education
Franklin Pierce University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
John Chanda John Chanda's A.G. Edwards Experience February 2006 - November 2007
Job Investment Advisor at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. June 2010 - Present
Bankers Life & Casualty Co November 2007 - August 2014
UVEST Financial Services November 2007 - June 2010
AG Edwards February 2006 - November 2007
Skills
Investments, Retirement Planning, IRAs, Retirement, Fixed Annuities, Long-term Care, Life Insurance, Health Insurance, Insurance, Long Term Care Insurance, 401k, Term Life Insurance, Mutual Funds, Estate Planning, Sales, Disability Insurance, Universal Life, Whole Life, Leadership, Series 7
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Maryland College Park 1987 — 1989
Massapequa High School 1983 — 1987
ProEquities, Inc. June 2010 - Present
Bankers Life & Casualty Co November 2007 - August 2014
UVEST Financial Services November 2007 - June 2010
AG Edwards February 2006 - November 2007
Skills
Investments, Retirement Planning, IRAs, Retirement, Fixed Annuities, Long-term Care, Life Insurance, Health Insurance, Insurance, Long Term Care Insurance, 401k, Term Life Insurance, Mutual Funds, Estate Planning, Sales, Disability Insurance, Universal Life, Whole Life, Leadership, Series 7
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Maryland College Park 1987 — 1989
Massapequa High School 1983 — 1987
John Beery John Beery's A.G. Edwards Experience June 1992 - January 2010
Job Senior Vice President, Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2010 - Present
AG Edwards June 1992 - January 2010
Chemical Financial Corporation July 1984 - February 1989
Skills
Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Equities, Investment Advisory, Alternative Investments, Asset Management, Fixed Income, Financial Services
Education
Hope College 1980 — 1984
Political Science/Economics
Marshall high school
Hilliard Lyons January 2010 - Present
AG Edwards June 1992 - January 2010
Chemical Financial Corporation July 1984 - February 1989
Skills
Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Equities, Investment Advisory, Alternative Investments, Asset Management, Fixed Income, Financial Services
Education
Hope College 1980 — 1984
Political Science/Economics
Marshall high school
Deborah Madrid Deborah Madrid's A.G. Edwards Experience 2004 - 2007
Job Office Manager/Executive Assistant at First Data
Industry Financial Services
Experience
First Data December 2012 - Present
Obopay, Inc. November 2007 - June 2012
AG Edwards 2004 - 2007
Mission West Properties, Inc. January 2004 - July 2004
Serge Sorokko Gallery February 2003 - August 2003
Closets By Design July 2002 - January 2003
Bonacker Associates August 2001 - October 2002
Pacific Gateway Properties, Inc. May 1996 - February 2001
Gocery Express 1985 - 1988
Skills
Calendaring, C-Level Executive..., Meeting Scheduling, Executive Travel, General Administrative..., High Level Of..., Organized Multi-tasker, Positive Team Player, Friendly Personality, Positive Can-do Attitude, Marketing, Database Admin, Management, Office Management, Event Management, Outlook
Education
De Anza College 2011 — 2012
Art History
San Francisco State University 1985 — 1987
Bachelor of Science, Business Administration
Skyline College 1983 — 1985
General Study
City College of San Francisco 1981 — 1983
General Study
First Data December 2012 - Present
Obopay, Inc. November 2007 - June 2012
AG Edwards 2004 - 2007
Mission West Properties, Inc. January 2004 - July 2004
Serge Sorokko Gallery February 2003 - August 2003
Closets By Design July 2002 - January 2003
Bonacker Associates August 2001 - October 2002
Pacific Gateway Properties, Inc. May 1996 - February 2001
Gocery Express 1985 - 1988
Skills
Calendaring, C-Level Executive..., Meeting Scheduling, Executive Travel, General Administrative..., High Level Of..., Organized Multi-tasker, Positive Team Player, Friendly Personality, Positive Can-do Attitude, Marketing, Database Admin, Management, Office Management, Event Management, Outlook
Education
De Anza College 2011 — 2012
Art History
San Francisco State University 1985 — 1987
Bachelor of Science, Business Administration
Skyline College 1983 — 1985
General Study
City College of San Francisco 1981 — 1983
General Study
Lesli Hartnett, MPA Lesli Hartnett, MPA's A.G. Edwards Experience June 1998 - January 2000
Job Response Analyst at Measurement Incorporated
Industry Government Administration
Experience
Measurement Incorporated 2014 - Present
Granite Services April 2012 - August 2013
Robert Half January 2008 - March 2012
VRT Healthcare January 2011 - January 2012
Sypris Electronics November 2010 - January 2011
University of South Florida September 2006 - April 2007
Hillsborough County July 2000 - September 2006
H&R Block January 2000 - April 2000
A.G. Edwards June 1998 - January 2000
School District of Hillsborough County September 1996 - June 1998
Skills
GIS applications, Microsoft Office, Art, Report Writing, Software Proficiency, Records Management, Government, Research, Outlook, Word, PowerPoint, Excel, Writing, Data Entry, Customer Relations, Policy, Strategic Planning, Teamwork, Compliance, Social Media, Administrative Support, Customer Service, Conscientious, Loyal, Hardworking, Caring, Warm, Devoted, Digital Photography, Team Leadership, Employee Relations, Microsoft Word, Newsletters, Human Resources, Microsoft Excel, Technical Writing, Administrative..., Proposal Writing, Social Networking, Software Documentation, Public Speaking
Education
University of South Florida
Masters, Public Administration
University of South Florida
Bachelor of Arts, Humanities
Measurement Incorporated 2014 - Present
Granite Services April 2012 - August 2013
Robert Half January 2008 - March 2012
VRT Healthcare January 2011 - January 2012
Sypris Electronics November 2010 - January 2011
University of South Florida September 2006 - April 2007
Hillsborough County July 2000 - September 2006
H&R Block January 2000 - April 2000
A.G. Edwards June 1998 - January 2000
School District of Hillsborough County September 1996 - June 1998
Skills
GIS applications, Microsoft Office, Art, Report Writing, Software Proficiency, Records Management, Government, Research, Outlook, Word, PowerPoint, Excel, Writing, Data Entry, Customer Relations, Policy, Strategic Planning, Teamwork, Compliance, Social Media, Administrative Support, Customer Service, Conscientious, Loyal, Hardworking, Caring, Warm, Devoted, Digital Photography, Team Leadership, Employee Relations, Microsoft Word, Newsletters, Human Resources, Microsoft Excel, Technical Writing, Administrative..., Proposal Writing, Social Networking, Software Documentation, Public Speaking
Education
University of South Florida
Masters, Public Administration
University of South Florida
Bachelor of Arts, Humanities
Jamie Covert Jamie Covert's A.G. Edwards Experience December 2000 - June 2005
Job President at Fell Lease Administration
Industry Real Estate
Experience
Fell Lease Administration 2012 - Present
J.P. Morgan June 2005 - April 2012
AG Edwards December 2000 - June 2005
Skills
Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Mergers, Property Management, Commercial Real Estate, Financial Modeling, Accounting, Financial Reporting, Analysis, Strategic Planning, Budgets, Investments, Asset Management, Lease Administration
Education
Michigan State University 1993 — 1998
Bachelor of Arts (B.A.)
Fell Lease Administration 2012 - Present
J.P. Morgan June 2005 - April 2012
AG Edwards December 2000 - June 2005
Skills
Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Real Estate, Valuation, Mergers, Property Management, Commercial Real Estate, Financial Modeling, Accounting, Financial Reporting, Analysis, Strategic Planning, Budgets, Investments, Asset Management, Lease Administration
Education
Michigan State University 1993 — 1998
Bachelor of Arts (B.A.)
Rhonda Hatchett Rhonda Hatchett's A.G. Edwards Experience October 1996 - April 2006
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Kallis Orthodontics August 2006 - March 2008
AG Edwards October 1996 - April 2006
Upson Regional Medical Center August 1994 - October 1996
Skills
Customer Service, Microsoft Office, Marketing, Data Entry, Time Management, Administrative..., Event Planning, Outlook, Team Building, Microsoft Word, Office Administration, Telephone Skills, Leadership, Sales
Education
Gordon College (GA) 1991 — 1993
Pre-Nursing Studies, Business
Edward Jones March 2010 - Present
Kallis Orthodontics August 2006 - March 2008
AG Edwards October 1996 - April 2006
Upson Regional Medical Center August 1994 - October 1996
Skills
Customer Service, Microsoft Office, Marketing, Data Entry, Time Management, Administrative..., Event Planning, Outlook, Team Building, Microsoft Word, Office Administration, Telephone Skills, Leadership, Sales
Education
Gordon College (GA) 1991 — 1993
Pre-Nursing Studies, Business
Jeff Tarter CFP®, CRPC®, APMA® Jeff Tarter CFP®, CRPC®, APMA®'s A.G. Edwards Experience October 1997 - July 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
A.G. Edwards October 1997 - July 2009
Skills
Portfolio Management
Education
BS Finance, University of Northern Colorado, Greeley, Colorado 1981
Ameriprise Financial Services, Inc. July 2009 - Present
A.G. Edwards October 1997 - July 2009
Skills
Portfolio Management
Education
BS Finance, University of Northern Colorado, Greeley, Colorado 1981
Don Levy Don Levy's A.G. Edwards Experience November 1983 - 2008
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
AG EDWARDS November 1983 - 2008
Skills
Retirement Planning, Asset Allocation, Retirement, Securities, Investment Strategies, Financial Advisory, Estate Investment..., Fixed Income Strategies, Investment Planning, Investments, Strategic Planning, Financial Analysis, Finance
Education
Bradley University 1970 — 1974
Bachelor of Arts (BA), History
Wells Fargo Advisors, LLC February 2009 - Present
AG EDWARDS November 1983 - 2008
Skills
Retirement Planning, Asset Allocation, Retirement, Securities, Investment Strategies, Financial Advisory, Estate Investment..., Fixed Income Strategies, Investment Planning, Investments, Strategic Planning, Financial Analysis, Finance
Education
Bradley University 1970 — 1974
Bachelor of Arts (BA), History
Anthony Polini Anthony Polini's A.G. Edwards Experience January 1987 - December 1992
Job Principal/Director of Research at American Capital Partners
Industry Financial Services
Experience
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
John Luscomb John Luscomb's A.G. Edwards Experience 2002 - 2004
Job Director of Retirement Services at JSK Financial Services
Industry Financial Services
Experience
JSK Financial January 2015 - Present
Great Oak Lending May 2013 - September 2014
Christensen Financial Inc. September 2011 - March 2012
JPMorgan Chase 2005 - 2006
AG Edwards 2002 - 2004
AG Edwards 2002 - 2004
AG Edwards 2002 - 2004
Yahoo 1999 - 2001
Skills
Loans, Loan Origination, Credit, USDA, VA loans, Banking
Education
Eastern Illinois University 1978 — 1983
BS, Finance/Computer Mgmt.
JSK Financial January 2015 - Present
Great Oak Lending May 2013 - September 2014
Christensen Financial Inc. September 2011 - March 2012
JPMorgan Chase 2005 - 2006
AG Edwards 2002 - 2004
AG Edwards 2002 - 2004
AG Edwards 2002 - 2004
Yahoo 1999 - 2001
Skills
Loans, Loan Origination, Credit, USDA, VA loans, Banking
Education
Eastern Illinois University 1978 — 1983
BS, Finance/Computer Mgmt.
Greg Huck, CPA Greg Huck, CPA's A.G. Edwards Experience 1994 - 1997
Job Senior Vice President, Investments at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services 2006 - Present
Morgan Stanley 1997 - 2006
AG Edwards 1994 - 1997
First of America Trust Company 1990 - 1994
KPMG 1985 - 1990
Skills
Finance, Retirement Planning, Financial Advisory, Investments, Securities, Mutual Funds, Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, Asset Allocation, Management, Wealth Management..., Strategy, Investment Advisory
Education
Millikin University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Raymond James Investment Services 2006 - Present
Morgan Stanley 1997 - 2006
AG Edwards 1994 - 1997
First of America Trust Company 1990 - 1994
KPMG 1985 - 1990
Skills
Finance, Retirement Planning, Financial Advisory, Investments, Securities, Mutual Funds, Customer Service, Fixed Annuities, Wealth Management, Portfolio Management, Asset Allocation, Management, Wealth Management..., Strategy, Investment Advisory
Education
Millikin University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Amy Daniel Amy Daniel's A.G. Edwards Experience June 1999 - May 2005
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Wells Fargo Advisors October 2010 - June 2013
Stifel Financial Corp. December 2008 - October 2010
Stifel Financial Corp. March 2007 - December 2008
Stifel Financial Corp. December 2005 - March 2007
AG Edwards June 1999 - May 2005
Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance
Merrill Lynch August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Wells Fargo Advisors October 2010 - June 2013
Stifel Financial Corp. December 2008 - October 2010
Stifel Financial Corp. March 2007 - December 2008
Stifel Financial Corp. December 2005 - March 2007
AG Edwards June 1999 - May 2005
Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance
Barry Migliorini Barry Migliorini's A.G. Edwards Experience 1990 - 1992
Job President at BGM International
Industry Investment Banking
Experience
BGM International 2011 - Present
NBG Corp 2006 - 2011
Noble Onie dba National Capital (NATC) 1998 - 2005
Manhattan Group 1994 - 1998
Wedbush Securities 1992 - 1994
AG Edwards 1990 - 1992
Lehman Brothers 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
EF Hutton 1983 - 1986
Skills
Investment Banking, Equities, Trading, Finance, Capital, Mergers & Acquisitions, Venture Capital, Investments, Private Equity, Investor Relations, Due Diligence, Start-ups, Entrepreneurship, Strategic Planning, Corporate Finance, Private Placements, Hedge Funds, Capital Markets, IPO, New Business Development
Education
Concordia University-Irvine
Master's degree
Fountain Valley High School
University of Southern California
Bachelor of Business Administration (BBA)
National University
Master's Degree
BGM International 2011 - Present
NBG Corp 2006 - 2011
Noble Onie dba National Capital (NATC) 1998 - 2005
Manhattan Group 1994 - 1998
Wedbush Securities 1992 - 1994
AG Edwards 1990 - 1992
Lehman Brothers 1988 - 1990
Drexel Burnham Lambert 1986 - 1988
EF Hutton 1983 - 1986
Skills
Investment Banking, Equities, Trading, Finance, Capital, Mergers & Acquisitions, Venture Capital, Investments, Private Equity, Investor Relations, Due Diligence, Start-ups, Entrepreneurship, Strategic Planning, Corporate Finance, Private Placements, Hedge Funds, Capital Markets, IPO, New Business Development
Education
Concordia University-Irvine
Master's degree
Fountain Valley High School
University of Southern California
Bachelor of Business Administration (BBA)
National University
Master's Degree
Jay Wittner Jay Wittner's A.G. Edwards Experience 2003 - 2007
Job President at Kickstarter Coaching
Industry Fund-Raising
Experience
Kickstarter Coaching April 2013 - Present
Space Finance Group August 2012 - Present
Space Literacy Foundation June 2011 - April 2013
Wittner Consulting January 2008 - April 2013
National Space Society September 2008 - August 2012
AG Edwards 2003 - 2007
National Space Society 2000 - 2004
Jess Jewelers 1990 - 2001
Wittner Companies 1983 - 1989
Skills
Strategic Planning, Analysis, Proposal Writing, Program Management, Project Management, Aerospace, Budgets, Non-profits, Leadership, Business Planning, Research, Public Speaking, Fundraising, Team Building, Policy, Project Planning, Management, Business Strategy, Team Leadership, Marketing Strategy, New Business Development, Business Development, Data Analysis, Start-ups, Entrepreneurship, Nonprofits, Social Media, Negotiation, Operations Management, Organizational..., Marketing, Strategy, Social Networking, Finance
Education
Emory University 1979 — 1983
Bachelors, Business Administration - Finance
Kickstarter Coaching April 2013 - Present
Space Finance Group August 2012 - Present
Space Literacy Foundation June 2011 - April 2013
Wittner Consulting January 2008 - April 2013
National Space Society September 2008 - August 2012
AG Edwards 2003 - 2007
National Space Society 2000 - 2004
Jess Jewelers 1990 - 2001
Wittner Companies 1983 - 1989
Skills
Strategic Planning, Analysis, Proposal Writing, Program Management, Project Management, Aerospace, Budgets, Non-profits, Leadership, Business Planning, Research, Public Speaking, Fundraising, Team Building, Policy, Project Planning, Management, Business Strategy, Team Leadership, Marketing Strategy, New Business Development, Business Development, Data Analysis, Start-ups, Entrepreneurship, Nonprofits, Social Media, Negotiation, Operations Management, Organizational..., Marketing, Strategy, Social Networking, Finance
Education
Emory University 1979 — 1983
Bachelors, Business Administration - Finance
Don Qualters Don Qualters's A.G. Edwards Experience 1999 - 2000
Job Chief Distribution Officer, Partner at ResQ Investment Partners
Industry Investment Management
Experience
ResQ Investment Partners September 2014 - Present
SunAmerica Asset Management September 2004 - September 2014
UBS Financial Services 2000 - 2004
AG Edwards 1999 - 2000
Skills
Finance, Investments, Mutual Funds
Education
Miami University
Bachelor of Science (BS), Marketing
ResQ Investment Partners September 2014 - Present
SunAmerica Asset Management September 2004 - September 2014
UBS Financial Services 2000 - 2004
AG Edwards 1999 - 2000
Skills
Finance, Investments, Mutual Funds
Education
Miami University
Bachelor of Science (BS), Marketing
Taylor Rowntree's A.G. Edwards Experience January 2005 - May 2005
Job at Safeway
Industry Financial Services
Experience
Safeway May 2006 - Present
AG Edwards January 2005 - May 2005
Target May 2002 - April 2005
Skills
Time Management, Software Documentation, Teamwork, Outlook, Customer Service
Education
California State University-Chico 2005 — 2010
Bachelor of Science, Business Administration; Financial Management and Financial Services
Safeway May 2006 - Present
AG Edwards January 2005 - May 2005
Target May 2002 - April 2005
Skills
Time Management, Software Documentation, Teamwork, Outlook, Customer Service
Education
California State University-Chico 2005 — 2010
Bachelor of Science, Business Administration; Financial Management and Financial Services
Katie Megan Katie Megan's A.G. Edwards Experience August 2002 - May 2008
Job Sales Executive, ETI at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters December 2010 - Present
TradeWeb June 2008 - January 2011
AG Edwards August 2002 - May 2008
Education
Michigan State University 1997 — 2001
BA, economics
Thomson Reuters December 2010 - Present
TradeWeb June 2008 - January 2011
AG Edwards August 2002 - May 2008
Education
Michigan State University 1997 — 2001
BA, economics
Taylor Rakers Taylor Rakers's A.G. Edwards Experience May 2007 - August 2007
Job Grocery Manager at Niemann Foods, Inc.
Industry Retail
Experience
Niemann Foods, Inc. February 2011 - Present
2006-2008 - Quincy Park District June 2009 - Present
Knapheide Manufacturing November 2010 - January 2011
1st in Video - Music World, Inc. June 2009 - November 2010
Illinois State Representative May 2008 - August 2008
AG Edwards May 2007 - August 2007
Education
Eastern Illinois University 2005 — 2009
Bachlor's of Arts, Economics
Niemann Foods, Inc. February 2011 - Present
2006-2008 - Quincy Park District June 2009 - Present
Knapheide Manufacturing November 2010 - January 2011
1st in Video - Music World, Inc. June 2009 - November 2010
Illinois State Representative May 2008 - August 2008
AG Edwards May 2007 - August 2007
Education
Eastern Illinois University 2005 — 2009
Bachlor's of Arts, Economics
Jeff McCraney's A.G. Edwards Experience January 2007 - March 2008
Job Digital Solutions Product Manager at Scottrade
Industry Financial Services
Experience
Scottrade August 2008 - Present
Wachovia Securities April 2008 - August 2008
A.G. Edwards January 2007 - March 2008
A.G. Edwards November 2000 - December 2006
DST Systems May 1999 - November 2000
LifeWay Christian Resources January 1996 - May 1999
Opryland Productions February 1993 - December 1997
Gaylord Entertainment February 1993 - December 1997
Alabama Theatre February 1993 - December 1993
Skills
Project Management, Business Analysis, Management, Leadership, Product Management, Business Strategy, Usability Testing, Testing, SDLC, Usability, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Office, Microsoft Excel, Visio, MS Project, SharePoint, Process Mapping, User-centered Design, Strategic Roadmaps, Business Process Mapping, Software Documentation, Analysis, Training, Data Analysis, Analytics, Business Intelligence, Financial Services, Microsoft Word, Quality Assurance, User Acceptance Testing, Process Improvement, Agile Methodologies, Software Project..., Marketing, CRM, Vendor Relationships, Accessibility, Vendor Management, Presentations, Web Content Management, Web Analytics, Software Development, Wireframes, Persona, Strategy, User Experience, Omniture, Information Architecture
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Business Management, 3.89
Wingate University 1988 — 1990
Music
Sun Valley High 1984 — 1988
Diploma
Scottrade August 2008 - Present
Wachovia Securities April 2008 - August 2008
A.G. Edwards January 2007 - March 2008
A.G. Edwards November 2000 - December 2006
DST Systems May 1999 - November 2000
LifeWay Christian Resources January 1996 - May 1999
Opryland Productions February 1993 - December 1997
Gaylord Entertainment February 1993 - December 1997
Alabama Theatre February 1993 - December 1993
Skills
Project Management, Business Analysis, Management, Leadership, Product Management, Business Strategy, Usability Testing, Testing, SDLC, Usability, Business Requirements, Requirements Gathering, Requirements Analysis, Microsoft Office, Microsoft Excel, Visio, MS Project, SharePoint, Process Mapping, User-centered Design, Strategic Roadmaps, Business Process Mapping, Software Documentation, Analysis, Training, Data Analysis, Analytics, Business Intelligence, Financial Services, Microsoft Word, Quality Assurance, User Acceptance Testing, Process Improvement, Agile Methodologies, Software Project..., Marketing, CRM, Vendor Relationships, Accessibility, Vendor Management, Presentations, Web Content Management, Web Analytics, Software Development, Wireframes, Persona, Strategy, User Experience, Omniture, Information Architecture
Education
University of Phoenix 2003 — 2006
Bachelor's Degree, Business Management, 3.89
Wingate University 1988 — 1990
Music
Sun Valley High 1984 — 1988
Diploma
Shawn M. Tidwell Shawn M. Tidwell's A.G. Edwards Experience November 2006 - March 2008
Job Principal at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. February 2015 - Present
The Madison Group, Inc. November 2008 - January 2015
AG Edwards November 2006 - March 2008
KPMG January 2005 - March 2006
Skills
Estate Planning, Finance, Mutual Funds, Strategic Financial..., Tax, Portfolio Management, Insurance, Investments, Life Insurance, Investment Advisory, Financial Planning, Financial Advisory, Financial Reporting, Accounting, Financial Analysis, Auditing, Securities, Management
Education
University of Denver - Sturm College of Law 2009 — 2011
Master of Taxation, (Tax LLM Program)
Bucknell University 2002 — 2004
Bach., Accounting
Brigham Young University - Idaho 2000 — 2001
Ass., Bus. Admin.
University of Utah 1999 — 2000
Financial Designs Ltd. February 2015 - Present
The Madison Group, Inc. November 2008 - January 2015
AG Edwards November 2006 - March 2008
KPMG January 2005 - March 2006
Skills
Estate Planning, Finance, Mutual Funds, Strategic Financial..., Tax, Portfolio Management, Insurance, Investments, Life Insurance, Investment Advisory, Financial Planning, Financial Advisory, Financial Reporting, Accounting, Financial Analysis, Auditing, Securities, Management
Education
University of Denver - Sturm College of Law 2009 — 2011
Master of Taxation, (Tax LLM Program)
Bucknell University 2002 — 2004
Bach., Accounting
Brigham Young University - Idaho 2000 — 2001
Ass., Bus. Admin.
University of Utah 1999 — 2000
Bill Forrester's A.G. Edwards Experience 1996 - 2008
Job Sr Vice President Eastern Regional Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2009 - Present
Wachovia/Wells Fargo 2008 - 2009
AG Edwards 1996 - 2008
Education
Boston College - Carroll School of Management 1965 — 1969
BS
Benjamin F. Edwards & Co. May 2009 - Present
Wachovia/Wells Fargo 2008 - 2009
AG Edwards 1996 - 2008
Education
Boston College - Carroll School of Management 1965 — 1969
BS
Kris Bueltmann's A.G. Edwards Experience November 1999 - March 2005
Job IA Oracle Technical Services Manager at Emerson
Industry Information Technology and Services
Experience
Emerson April 2011 - Present
Bueltmann Photography January 2003 - Present
Savvis February 2011 - April 2011
Emerson Electric Co. April 2009 - February 2011
Smurfit Stone May 2007 - April 2009
Monsanto June 2006 - April 2007
Charter Communications June 2005 - May 2006
AG Edwards November 1999 - March 2005
Bull Worldwide Information Systems February 1997 - November 1999
Loral Medical Imaging Systems March 1996 - February 1997
Skills
Strategic Planning, Purchasing, Negotiation, RFP, Weddings, Seniors, Commercial Photography, RFQ, Photography, C-Level Presentations, Vendor Management, Project Management, Process Improvement, Program Management, Cross-functional Team..., Unix, Disaster Recovery, Data Center, Visio, Leadership, Integration, Change Management, System Administration, SharePoint, Strategy, Testing, ITIL, IT Strategy, Enterprise Software, Networking, Business Process
Education
Webster University 1997 — 1998
BS, Business & Marketing
Harper College 1994 — 1995
Business Administration and Management, General
City Colleges of Chicago 1987 — 1991
AAS, Mid-Management
US Army Intelligence School Fort Devens 1986 — 1987
Electronic Warfare/Intercept Tactical System Repairer 33T
Concordia University, Nebraska 1984 — 1985
Teacher Education
St John's College 1983 — 1984
Teacher Education
Lincoln Land Community College 1982 — 1983
Emerson April 2011 - Present
Bueltmann Photography January 2003 - Present
Savvis February 2011 - April 2011
Emerson Electric Co. April 2009 - February 2011
Smurfit Stone May 2007 - April 2009
Monsanto June 2006 - April 2007
Charter Communications June 2005 - May 2006
AG Edwards November 1999 - March 2005
Bull Worldwide Information Systems February 1997 - November 1999
Loral Medical Imaging Systems March 1996 - February 1997
Skills
Strategic Planning, Purchasing, Negotiation, RFP, Weddings, Seniors, Commercial Photography, RFQ, Photography, C-Level Presentations, Vendor Management, Project Management, Process Improvement, Program Management, Cross-functional Team..., Unix, Disaster Recovery, Data Center, Visio, Leadership, Integration, Change Management, System Administration, SharePoint, Strategy, Testing, ITIL, IT Strategy, Enterprise Software, Networking, Business Process
Education
Webster University 1997 — 1998
BS, Business & Marketing
Harper College 1994 — 1995
Business Administration and Management, General
City Colleges of Chicago 1987 — 1991
AAS, Mid-Management
US Army Intelligence School Fort Devens 1986 — 1987
Electronic Warfare/Intercept Tactical System Repairer 33T
Concordia University, Nebraska 1984 — 1985
Teacher Education
St John's College 1983 — 1984
Teacher Education
Lincoln Land Community College 1982 — 1983
Jim Morton's A.G. Edwards Experience August 1993 - August 1996
Job Real Estate Broker/recruiter Equity Colorado ◄ │5500+ connections│LION│TopLinked.com
Industry Real Estate
Experience
Equity Colorado January 2010 - Present
Cloud Technologies, LLC December 2009 - Present
Integrated Alliances January 2009 - June 2009
TeleTech May 2007 - January 2009
Evergreen Auto Works, Inc. August 1996 - April 2007
AG Edwards August 1993 - August 1996
Martin Marietta Astronuatics Group June 1989 - July 1993
Skills
Program Management, CRM, Business Analysis, Negotiation, Team Building, Management, Project Management, Consulting, Software Project..., Leadership, Sales, Training, Strategy, Marketing, PMP, Cross-functional Team..., Entrepreneurship, Enterprise Software, Risk Management, Strategic Planning, Marketing Strategy, Salesforce.com, Start-ups, Organizational..., Recruiting, Selling, Integration, New Business Development, Business Development, Networking, Sales Management, Account Management
Education
Colorado State University 1985 — 1989
BS, Business Information Systems
Equity Colorado January 2010 - Present
Cloud Technologies, LLC December 2009 - Present
Integrated Alliances January 2009 - June 2009
TeleTech May 2007 - January 2009
Evergreen Auto Works, Inc. August 1996 - April 2007
AG Edwards August 1993 - August 1996
Martin Marietta Astronuatics Group June 1989 - July 1993
Skills
Program Management, CRM, Business Analysis, Negotiation, Team Building, Management, Project Management, Consulting, Software Project..., Leadership, Sales, Training, Strategy, Marketing, PMP, Cross-functional Team..., Entrepreneurship, Enterprise Software, Risk Management, Strategic Planning, Marketing Strategy, Salesforce.com, Start-ups, Organizational..., Recruiting, Selling, Integration, New Business Development, Business Development, Networking, Sales Management, Account Management
Education
Colorado State University 1985 — 1989
BS, Business Information Systems
Aurora Dizel's A.G. Edwards Experience September 2004 - December 2004
Job Corporate Banking Senior Underwriter II, AVP at PNC Bank
Industry Banking
Experience
PNC Financial Services Group January 2006 - January 2012
PNC Financial Services Group May 2005 - July 2005
A.G. Edwards September 2004 - December 2004
Citadel Federal Credit Union May 2003 - July 2004
Skills
Financial Analysis, Commercial Banking, Finance, Credit, Consumer Lending, Commercial Lending, Credit Analysis, Portfolio Management, Financial Modeling, Banking, Loans, Risk Management, Wealth Management, Financial Risk, Strategic Financial...
Education
University of Pittsburgh 2001 — 2005
B.S., Finance, Economics, Certificate in International Business
Study Abroad
Study Abroad
PNC Financial Services Group January 2006 - January 2012
PNC Financial Services Group May 2005 - July 2005
A.G. Edwards September 2004 - December 2004
Citadel Federal Credit Union May 2003 - July 2004
Skills
Financial Analysis, Commercial Banking, Finance, Credit, Consumer Lending, Commercial Lending, Credit Analysis, Portfolio Management, Financial Modeling, Banking, Loans, Risk Management, Wealth Management, Financial Risk, Strategic Financial...
Education
University of Pittsburgh 2001 — 2005
B.S., Finance, Economics, Certificate in International Business
Study Abroad
Study Abroad
Thomas Kirchner's A.G. Edwards Experience December 1996 - October 1999
Job Asst VP, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1999 - Present
AG Edwards December 1996 - October 1999
Education
Indiana State University 1992 — 1996
Merrill Lynch October 1999 - Present
AG Edwards December 1996 - October 1999
Education
Indiana State University 1992 — 1996
Tricia Kleinmeyer's A.G. Edwards Experience September 2005 - October 2005
Job Financial planner's assistant at JKS Financial
Industry Financial Services
Experience
JKS Financial September 2009 - Present
Financial Planner's Assistant/Paraplanner January 2009 - Present
Strategic Wealth Mangement November 2005 - January 2009
AG Edwards September 2005 - October 2005
Jefferson Pilot Securites /The Money Doctor February 1998 - June 2005
Skills
Investments, Mutual Funds, Retirement Planning, Insurance
Education
Point Park University 1989 — 1991
Bachelors, Visual Arts & Design
Art Institute of Pittsburgh 1987 — 1989
Associates, Visual Communications
Licenses
JKS Financial September 2009 - Present
Financial Planner's Assistant/Paraplanner January 2009 - Present
Strategic Wealth Mangement November 2005 - January 2009
AG Edwards September 2005 - October 2005
Jefferson Pilot Securites /The Money Doctor February 1998 - June 2005
Skills
Investments, Mutual Funds, Retirement Planning, Insurance
Education
Point Park University 1989 — 1991
Bachelors, Visual Arts & Design
Art Institute of Pittsburgh 1987 — 1989
Associates, Visual Communications
Licenses
Tarun Kalra's A.G. Edwards Experience January 2003 - July 2005
Job Vice President at Telephonics Corporation
Industry Defense & Space
Experience
Telephonics Corporation January 2012 - Present
General Dynamics June 2005 - January 2012
AG Edwards January 2003 - July 2005
E-CON August 2000 - December 2002
Electronic Data Systems at General Motors January 1994 - August 2000
Skills
IT Strategy, Leadership, Management, P&L, Technology Planning, Enterprise Architecture, Systems Engineering, Solution Delivery, Program Management, Project Management, Enterprise Software, Information Security, Vendor Management, IT Service Management, Information Technology
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Education, Innovation, Leadership, Product Development
Wayne State University
M.S., Computer Engineering
Punjab Engineering College
B.E, Electrical Engineering
Telephonics Corporation January 2012 - Present
General Dynamics June 2005 - January 2012
AG Edwards January 2003 - July 2005
E-CON August 2000 - December 2002
Electronic Data Systems at General Motors January 1994 - August 2000
Skills
IT Strategy, Leadership, Management, P&L, Technology Planning, Enterprise Architecture, Systems Engineering, Solution Delivery, Program Management, Project Management, Enterprise Software, Information Security, Vendor Management, IT Service Management, Information Technology
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Education, Innovation, Leadership, Product Development
Wayne State University
M.S., Computer Engineering
Punjab Engineering College
B.E, Electrical Engineering
Keith Swart's A.G. Edwards Experience August 2006 - Present
Job Institutional Sales at AG Edwards
Industry Financial Services
Jen Hanak's A.G. Edwards Experience July 2006 - Present
Job Operations Associate at Wachovia, A Wells Fargo Company
Industry Investment Banking
Experience
Wachovia, A Wells Fargo Company July 2008 - Present
A.G Edwards July 2006 - Present
Education
Fontbonne University
Wachovia, A Wells Fargo Company July 2008 - Present
A.G Edwards July 2006 - Present
Education
Fontbonne University
Shannon McMurphy's A.G. Edwards Experience August 1998 - May 2002
Job Computer Systems Consultant for Adaptive Solutions Group
Industry Information Technology and Services
Experience
Adaptive Solutions Group May 2006 - Present
AT&T (SBC) May 2002 - May 2006
AG Edwards August 1998 - May 2002
Skills
PL/SQL, JavaScript, Java, Java Enterprise Edition, JSP, Servlets, Unix, SQL, Agile Methodologies, Struts, Requirements Analysis, Software Development, XML, Oracle, Microsoft SQL Server, Eclipse, Web Development
Education
Missouri State University 1991 — 1995
BS in CIS, Compute Information Systems
Adaptive Solutions Group May 2006 - Present
AT&T (SBC) May 2002 - May 2006
AG Edwards August 1998 - May 2002
Skills
PL/SQL, JavaScript, Java, Java Enterprise Edition, JSP, Servlets, Unix, SQL, Agile Methodologies, Struts, Requirements Analysis, Software Development, XML, Oracle, Microsoft SQL Server, Eclipse, Web Development
Education
Missouri State University 1991 — 1995
BS in CIS, Compute Information Systems
Jim Jondreau's A.G. Edwards Experience March 1999 - May 2005
Job owner/chef at Cafe Jondreau
Industry Food & Beverages
Experience
www.cafejondreau.com January 2009 - Present
Hampton Bays School District April 2006 - December 2007
AG Edwards March 1999 - May 2005
Skills
Cuisine, Cooking, Food Preparation, Pastry, Culinary, Gourmet, Recipes, Baking, Dinners, Food Industry, Menu Development, Fine Dining, Catering, Culinary Skills, Food, Chef
Education
University of Colorado at Boulder 1974 — 1976
Music Theory and Composition
Ithaca College 1962 — 1966
B.S., Economics
www.cafejondreau.com January 2009 - Present
Hampton Bays School District April 2006 - December 2007
AG Edwards March 1999 - May 2005
Skills
Cuisine, Cooking, Food Preparation, Pastry, Culinary, Gourmet, Recipes, Baking, Dinners, Food Industry, Menu Development, Fine Dining, Catering, Culinary Skills, Food, Chef
Education
University of Colorado at Boulder 1974 — 1976
Music Theory and Composition
Ithaca College 1962 — 1966
B.S., Economics
David Stumpf, CFA's A.G. Edwards Experience June 1996 - November 2007
Job Director of Client Insight and Analytics at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors, LLC February 2008 - March 2012
A.G. Edwards June 1996 - November 2007
A.G. Edwards & Sons, Inc 1996 - 2007
Wheat First Butcher and Singer September 1988 - May 1996
Federal Reserve Bank of Richmond August 1986 - June 1988
Skills
Financial Modeling, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Valuation, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Investment Management
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors, LLC February 2008 - March 2012
A.G. Edwards June 1996 - November 2007
A.G. Edwards & Sons, Inc 1996 - 2007
Wheat First Butcher and Singer September 1988 - May 1996
Federal Reserve Bank of Richmond August 1986 - June 1988
Skills
Financial Modeling, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Valuation, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Investment Management
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Ravi Mallady's A.G. Edwards Experience 2006 - 2008
Job Senior Business Solutions Leader at Clayco
Industry Packaging and Containers
Experience
Clayco August 2014 - Present
KnowledgeLake July 2013 - August 2014
RockTenn October 2008 - June 2013
Wachovia Corporation August 2007 - November 2008
AG Edwards 2006 - 2008
Horace Mann Service Corporation 2003 - 2006
PSC March 1998 - September 2004
Skills
Enterprise Content..., Document Management, Business Analysis, Business Process..., Integration, Content Management, Enterprise Architecture, Solution Architecture, Business Process, IT Strategy, SaaS, Leadership, SDLC, Business Process..., Disaster Recovery, Vendor Management, Project Management, Systems Analysis, SharePoint, Records Management, Software Project..., Requirements Analysis, Business Intelligence
Education
Bradley University 1995 — 1998
M.S, Civil Engineering
Osmania University 1991 — 1995
B.S, Civil Engineering
Clayco August 2014 - Present
KnowledgeLake July 2013 - August 2014
RockTenn October 2008 - June 2013
Wachovia Corporation August 2007 - November 2008
AG Edwards 2006 - 2008
Horace Mann Service Corporation 2003 - 2006
PSC March 1998 - September 2004
Skills
Enterprise Content..., Document Management, Business Analysis, Business Process..., Integration, Content Management, Enterprise Architecture, Solution Architecture, Business Process, IT Strategy, SaaS, Leadership, SDLC, Business Process..., Disaster Recovery, Vendor Management, Project Management, Systems Analysis, SharePoint, Records Management, Software Project..., Requirements Analysis, Business Intelligence
Education
Bradley University 1995 — 1998
M.S, Civil Engineering
Osmania University 1991 — 1995
B.S, Civil Engineering
Nancy Furlow's A.G. Edwards Experience March 2000 - October 2008
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
Robert Klostermeier's A.G. Edwards Experience 1989 - 2007
Job Managing Partner, CurrentRiver, LLC
Industry Capital Markets
Experience
CurrentRiver, LLC and affiliated with Patrick Capital Markets August 2013 - Present
Stern Brothers 2007 - August 2013
AG Edwards 1989 - 2007
A.G. Edwards 1989 - 2007
Centerre Bank/Boatmen's Bank St. Louis 1984 - 1989
Skills
Bonds, Series 7, Fixed Income, Investment Banking, Investments, Bloomberg, Capital Markets, Securities, Series 63, Trading, Financial Advisory, Project Finance, Private Equity, Financial Structuring, Structured Finance, Team Leadership, Strategic Planning, Project Initiation, Investment Management, FINRA, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BA, American Culture
CurrentRiver, LLC and affiliated with Patrick Capital Markets August 2013 - Present
Stern Brothers 2007 - August 2013
AG Edwards 1989 - 2007
A.G. Edwards 1989 - 2007
Centerre Bank/Boatmen's Bank St. Louis 1984 - 1989
Skills
Bonds, Series 7, Fixed Income, Investment Banking, Investments, Bloomberg, Capital Markets, Securities, Series 63, Trading, Financial Advisory, Project Finance, Private Equity, Financial Structuring, Structured Finance, Team Leadership, Strategic Planning, Project Initiation, Investment Management, FINRA, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BA, American Culture
Kelly Giard's A.G. Edwards Experience January 1997 - February 2005
Job Founder & CEO, Clean Air Lawn Care
Industry Renewables & Environment
Experience
Clean Air Lawn Care January 2006 - Present
LPL Financial February 2005 - April 2008
AG Edwards January 1997 - February 2005
Education
Boston University 1994 — 1996
Master's degree, Economics
Boston University 1990 — 1996
Bachelor's degree, Economics
Boston University 1990 — 1996
Bachelor's degree, Environmental Analysis and Policy
Clean Air Lawn Care January 2006 - Present
LPL Financial February 2005 - April 2008
AG Edwards January 1997 - February 2005
Education
Boston University 1994 — 1996
Master's degree, Economics
Boston University 1990 — 1996
Bachelor's degree, Economics
Boston University 1990 — 1996
Bachelor's degree, Environmental Analysis and Policy
Rick Grabish's A.G. Edwards Experience 2001 - 2007
Job Trust Company Executive
Industry Financial Services
Experience
OppenheimerFunds Inc 2001 - Present
A.G. Edwards Trust Co., FSB 2005 - 2007
AG Edwards 2001 - 2007
Wachovia/A.G. Edwards Trust Company 1987 - 2007
A.G. Edwards & Sons, Inc. 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards 1980 - 2007
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning
Education
Kent State University 1972 — 1975
Ph.D., Communication
Texas Tech University 1970 — 1972
MA, Communication
University of Missouri-Columbia 1966 — 1970
B.S., Communication
OppenheimerFunds Inc 2001 - Present
A.G. Edwards Trust Co., FSB 2005 - 2007
AG Edwards 2001 - 2007
Wachovia/A.G. Edwards Trust Company 1987 - 2007
A.G. Edwards & Sons, Inc. 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards 1980 - 2007
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning
Education
Kent State University 1972 — 1975
Ph.D., Communication
Texas Tech University 1970 — 1972
MA, Communication
University of Missouri-Columbia 1966 — 1970
B.S., Communication
Kelly Roschke's A.G. Edwards Experience 2005 - 2008
Job Project Manager at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC July 2009 - Present
Wachovia Securities January 2008 - July 2009
AG Edwards 2005 - 2008
A.G. Edwards & Sons May 2000 - 2005
Education
Creighton University
Wells Fargo Advisors, LLC July 2009 - Present
Wachovia Securities January 2008 - July 2009
AG Edwards 2005 - 2008
A.G. Edwards & Sons May 2000 - 2005
Education
Creighton University
Rob Tappmeyer's A.G. Edwards Experience October 2004 - January 2009
Job PC/Lan Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Express Scripts January 2012 - February 2013
Adaptive Solutions Group November 2011 - December 2011
Application Design Group, Inc. (ADG) September 2011 - September 2011
Wells Fargo August 2009 - April 2011
Wachovia January 2009 - September 2009
A.G. Edwards October 2004 - January 2009
Citi October 2002 - October 2004
Health Partners of Midwest 1997 - 2001
Skills
Active Directory, Disaster Recovery, Citrix, Servers, Visio, Data Center, SharePoint, VMware, SDLC, SCCM, Business Analysis, System Administration, ITIL, Virtualization, Vendor Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Information Technology
University of Phoenix 2008 — 2010
AAIT, Information Technology
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Express Scripts January 2012 - February 2013
Adaptive Solutions Group November 2011 - December 2011
Application Design Group, Inc. (ADG) September 2011 - September 2011
Wells Fargo August 2009 - April 2011
Wachovia January 2009 - September 2009
A.G. Edwards October 2004 - January 2009
Citi October 2002 - October 2004
Health Partners of Midwest 1997 - 2001
Skills
Active Directory, Disaster Recovery, Citrix, Servers, Visio, Data Center, SharePoint, VMware, SDLC, SCCM, Business Analysis, System Administration, ITIL, Virtualization, Vendor Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Information Technology
University of Phoenix 2008 — 2010
AAIT, Information Technology
Jerry Todd, MBA, AIF®'s A.G. Edwards Experience 1997 - 2002
Job Investment Advisor Representative at Householder Group Estate & Retirement Specialists
Industry Financial Services
Experience
Householder Group Estate & Retirement Specialists March 2013 - Present
Engage Retirement January 2004 - March 2013
Transamerica 2002 - 2004
AG Edwards 1997 - 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Investments, 401k, Series 7, Asset Allocation, Wealth, Investment Strategies, Wealth Management, Pensions, IRAs, Mutual Funds, Financial Advisory, Asset Managment, Financial Planners, Insurance
Education
New Mexico State University 1991 — 2007
Bachelor of Business Administration (BBA), Finance
New Mexico State University 1991 — 2007
Master of Business Administration (MBA)
Householder Group Estate & Retirement Specialists March 2013 - Present
Engage Retirement January 2004 - March 2013
Transamerica 2002 - 2004
AG Edwards 1997 - 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Investments, 401k, Series 7, Asset Allocation, Wealth, Investment Strategies, Wealth Management, Pensions, IRAs, Mutual Funds, Financial Advisory, Asset Managment, Financial Planners, Insurance
Education
New Mexico State University 1991 — 2007
Bachelor of Business Administration (BBA), Finance
New Mexico State University 1991 — 2007
Master of Business Administration (MBA)
Dustin Hausladen's A.G. Edwards Experience 2005 - 2007
Job VP of Business Development & Portfolio Manager
Industry Investment Management
Experience
A.G. Edwards 2005 - 2007
Education
University of Pennsylvania 1994 — 1998
St. Xavier High School - Cincinnati
A.G. Edwards 2005 - 2007
Education
University of Pennsylvania 1994 — 1998
St. Xavier High School - Cincinnati
Adam Krop's A.G. Edwards Experience 2005 - 2007
Job Vice President at The Trout Group
Industry Financial Services
Experience
The Trout Group September 2014 - Present
Ardour Capital Investments July 2007 - September 2014
AG Edwards 2005 - 2007
Skills
Venture Capital, Financial Modeling, Valuation, Emerging Markets, Capital Markets, Corporate Finance, Strategy, Investment Banking, Equity Research, Private Equity, Alternative Energy, Cleantech, Fixed Income, Bloomberg, Due Diligence, Equities, Investments, Hedge Funds, Financial Analysis
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance
James Madison University 1992 — 1996
The Trout Group September 2014 - Present
Ardour Capital Investments July 2007 - September 2014
AG Edwards 2005 - 2007
Skills
Venture Capital, Financial Modeling, Valuation, Emerging Markets, Capital Markets, Corporate Finance, Strategy, Investment Banking, Equity Research, Private Equity, Alternative Energy, Cleantech, Fixed Income, Bloomberg, Due Diligence, Equities, Investments, Hedge Funds, Financial Analysis
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance
James Madison University 1992 — 1996
Nancy Waggener(Hubbard)'s A.G. Edwards Experience January 1998 - May 2009
Job computer operator at Scott Credit Union
Industry Information Technology and Services
Experience
Scott Credit Union March 2010 - Present
AG Edwards January 1998 - May 2009
Wachovia (AG Edwards) June 1996 - May 2009
AG Edwards / Wachovia January 1996 - May 2009
AG Edwards January 1996 - January 1998
MCDONNELL DOUGLAS / O.A.O June 1989 - June 1996
MCDONNELL DOUGLAS January 1989 - January 1996
Education
Lewis and Clark College 1993 — 1996
ASS in Data Processing, computer languages
Lewis and Clark College
A.A, Data Processing, Computer Science
Roxana High School
Scott Credit Union March 2010 - Present
AG Edwards January 1998 - May 2009
Wachovia (AG Edwards) June 1996 - May 2009
AG Edwards / Wachovia January 1996 - May 2009
AG Edwards January 1996 - January 1998
MCDONNELL DOUGLAS / O.A.O June 1989 - June 1996
MCDONNELL DOUGLAS January 1989 - January 1996
Education
Lewis and Clark College 1993 — 1996
ASS in Data Processing, computer languages
Lewis and Clark College
A.A, Data Processing, Computer Science
Roxana High School
Hank Soluk's A.G. Edwards Experience 1999 - 2002
Job VP Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
Maurice Kauff's A.G. Edwards Experience 1997 - 2000
Job
Industry Financial Services
Experience
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Denise Merritt's A.G. Edwards Experience 2006 - Present
Job Retired at AG Edwards
Industry Philanthropy
Experience
AG Edwards 2006 - Present
Skills
Social Media, Team Building, Event Planning, Public Speaking, Non-profits, Fundraising, Program Management, Leadership Development, Leadership, Analysis, Policy
Education
Hiram College
Bachelor of Arts (B.A.), Business Administration and Management, General
AG Edwards 2006 - Present
Skills
Social Media, Team Building, Event Planning, Public Speaking, Non-profits, Fundraising, Program Management, Leadership Development, Leadership, Analysis, Policy
Education
Hiram College
Bachelor of Arts (B.A.), Business Administration and Management, General
Gregory Hoskins's A.G. Edwards Experience January 1996 - June 2002
Job Pres. at Hoskins Investment Mgmt, Inc.
Industry Investment Management
Experience
Hoskins Investment Mgmt, Inc. June 2002 - Present
AG Edwards January 1996 - June 2002
Education
DePaul University
MBA, Finance
Hoskins Investment Mgmt, Inc. June 2002 - Present
AG Edwards January 1996 - June 2002
Education
DePaul University
MBA, Finance
Karen Fechtor-Kritzer's A.G. Edwards Experience September 2001 - April 2003
Job Financial Advisor at Revere Securities
Industry Financial Services
Experience
Revere Securities March 2011 - Present
K-Consulting Inc. December 2009 - Present
A.G. Edwards September 2001 - April 2003
Education
University of Southern California 1981 — 1986
BSBA -Acctg, specialized in Accounting
Revere Securities March 2011 - Present
K-Consulting Inc. December 2009 - Present
A.G. Edwards September 2001 - April 2003
Education
University of Southern California 1981 — 1986
BSBA -Acctg, specialized in Accounting
Sean McGroarty's A.G. Edwards Experience 2000 - 2009
Job PostMortem Planner, Estate Tax, Wells Fargo Wealth Management
Industry Legal Services
Experience
Wells Fargo Wealth Management June 2011 - Present
Wells Fargo Wealth Management January 2008 - June 2011
a.g edwards 2000 - 2009
A.G. Edwards Trust Company FSB September 2000 - July 2007
Missouri Court of Appeals 1999 - 2000
Skills
Estate Planning, Commercial Litigation, Wills, Trusts, Powers of Attorney, Legal Writing, Litigation, Civil Litigation, Estate Tax Planning, Insurance, Corporate Law, Public Speaking, Non-profits, Competition Law, Mergers, Legal Research, Asset Protection, Tax, Inheritance Tax Planning, Securities
Education
Saint Louis University School of Law 1996 — 1999
JD
Georgetown University 1991 — 1995
BA, English, Theology
Wells Fargo Wealth Management June 2011 - Present
Wells Fargo Wealth Management January 2008 - June 2011
a.g edwards 2000 - 2009
A.G. Edwards Trust Company FSB September 2000 - July 2007
Missouri Court of Appeals 1999 - 2000
Skills
Estate Planning, Commercial Litigation, Wills, Trusts, Powers of Attorney, Legal Writing, Litigation, Civil Litigation, Estate Tax Planning, Insurance, Corporate Law, Public Speaking, Non-profits, Competition Law, Mergers, Legal Research, Asset Protection, Tax, Inheritance Tax Planning, Securities
Education
Saint Louis University School of Law 1996 — 1999
JD
Georgetown University 1991 — 1995
BA, English, Theology
Hilary Ross-Fezell's A.G. Edwards Experience September 1994 - May 1996
Job IBO at Genesis PURE
Industry Human Resources
Experience
Genesis PURE October 2014 - Present
The Hartford Insurance Group 2005 - 2007
The Hartford 2005 - 2007
AXA Financial September 2004 - March 2005
Quadrant, Inc. February 2003 - April 2004
Triad August 2001 - January 2003
US Airways, Inc. September 1996 - August 2001
A.G. Edwards September 1994 - May 1996
US Airways May 1990 - August 1994
Skills
Human Resources, Executive Search, Recruiting, Temporary Placement, Talent Management, Leadership, Coaching, Employee Benefits, Interviews, Talent Acquisition, Technical Recruiting, Onboarding, Personnel Management
Education
University of Rhode Island
BA, English/History
University of Rhode Island
Bachelor of Applied Science (B.A.Sc.), English/History
Genesis PURE October 2014 - Present
The Hartford Insurance Group 2005 - 2007
The Hartford 2005 - 2007
AXA Financial September 2004 - March 2005
Quadrant, Inc. February 2003 - April 2004
Triad August 2001 - January 2003
US Airways, Inc. September 1996 - August 2001
A.G. Edwards September 1994 - May 1996
US Airways May 1990 - August 1994
Skills
Human Resources, Executive Search, Recruiting, Temporary Placement, Talent Management, Leadership, Coaching, Employee Benefits, Interviews, Talent Acquisition, Technical Recruiting, Onboarding, Personnel Management
Education
University of Rhode Island
BA, English/History
University of Rhode Island
Bachelor of Applied Science (B.A.Sc.), English/History
Allison Purcell's A.G. Edwards Experience March 2000 - July 2002
Job Marketing Specialist, FYZICAL/ BizZoom
Industry Health, Wellness and Fitness
Experience
FYZICAL November 2012 - Present
MoneyShow February 2010 - November 2012
Streetwise Maps April 2002 - January 2009
State College of Florida August 2002 - May 2004
AG Edwards March 2000 - July 2002
Florida State University June 1993 - August 1998
Skills
Editing, Proofreading, Fact-checking, Art History, Freelance Writing, Copywriting, Advertising, Research, Marketing, Social Media, Museums, Writing, Management, Web content, Blogs
Education
Florida State University 1991 — 1996
Master's degree, Art History
New College 1987 — 1991
Bachelor of Arts (BA), Humanities
FYZICAL November 2012 - Present
MoneyShow February 2010 - November 2012
Streetwise Maps April 2002 - January 2009
State College of Florida August 2002 - May 2004
AG Edwards March 2000 - July 2002
Florida State University June 1993 - August 1998
Skills
Editing, Proofreading, Fact-checking, Art History, Freelance Writing, Copywriting, Advertising, Research, Marketing, Social Media, Museums, Writing, Management, Web content, Blogs
Education
Florida State University 1991 — 1996
Master's degree, Art History
New College 1987 — 1991
Bachelor of Arts (BA), Humanities
Lisa Prevost's A.G. Edwards Experience 1990 - 1991
Job Compliance Analyst II at Citi
Industry Financial Services
Experience
Citi Personal Wealth Management March 2004 - Present
Mutual Securities, Inc. Member FINRA, SIPC 1993 - 2003
City National Bank 1991 - 1993
AG Edwards 1990 - 1991
McDonald & Company Investments January 1989 - February 1990
Skills
Series 7, Uniform Combined State..., Annual Reports, Series 24, Financial Institutions
Education
Westwood College-South Bay 2009 — 2011
Bachelors of Science, Graphic Design
Cleveland State University
Psychology
Pierce College
Accounting, Business Management
Citi Personal Wealth Management March 2004 - Present
Mutual Securities, Inc. Member FINRA, SIPC 1993 - 2003
City National Bank 1991 - 1993
AG Edwards 1990 - 1991
McDonald & Company Investments January 1989 - February 1990
Skills
Series 7, Uniform Combined State..., Annual Reports, Series 24, Financial Institutions
Education
Westwood College-South Bay 2009 — 2011
Bachelors of Science, Graphic Design
Cleveland State University
Psychology
Pierce College
Accounting, Business Management
Darcy Aman Quinn's A.G. Edwards Experience January 1989 - May 1990
Job Account Manager at A and P Moving, Inc.
Industry Transportation/Trucking/Railroad
Experience
A and P Moving, Inc. agent for Bekins Van Lines June 1990 - Present
A and P Moving, Inc. June 1990 - January 1997
A.G. Edwards January 1989 - May 1990
Skills
Relocation, Logistics, Transportation, Contract Negotiation, Warehousing, Account Management, Marketing, Sales, Shipping, Program Management, Management, Corporate Relocation, Customer Service, LTL, Operations Management
Education
University of San Diego 1986 — 1990
Bachelor of Business Administration, Business Economics
A and P Moving, Inc. agent for Bekins Van Lines June 1990 - Present
A and P Moving, Inc. June 1990 - January 1997
A.G. Edwards January 1989 - May 1990
Skills
Relocation, Logistics, Transportation, Contract Negotiation, Warehousing, Account Management, Marketing, Sales, Shipping, Program Management, Management, Corporate Relocation, Customer Service, LTL, Operations Management
Education
University of San Diego 1986 — 1990
Bachelor of Business Administration, Business Economics
Tom Hirsch, CFP®'s A.G. Edwards Experience 1992 - 1994
Job Manager Vanguard Brokerage Services
Industry Financial Services
Experience
Vanguard October 2000 - Present
Jackson National Life 1998 - 2000
Olde 1994 - 1998
AG Edwards 1992 - 1994
Education
Clemson University 1986 — 1990
B.S., Marketing
Clemson University - College of Business and Behavioral Science 1986 — 1990
B.S., Marketing
SJB
University of North Carolina at Charlotte - Belk College of Business
Vanguard October 2000 - Present
Jackson National Life 1998 - 2000
Olde 1994 - 1998
AG Edwards 1992 - 1994
Education
Clemson University 1986 — 1990
B.S., Marketing
Clemson University - College of Business and Behavioral Science 1986 — 1990
B.S., Marketing
SJB
University of North Carolina at Charlotte - Belk College of Business
owen pardo's A.G. Edwards Experience April 2000 - December 2007
Job Vice PresidentInvestment Officer at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
Wachovia Securities Financial Network January 2008 - Present
AG Edwards April 2000 - December 2007
Citigroup January 1995 - January 2000
Goldman Sachs September 1980 - December 1995
Skills
Fixed Income, Retirement, Mutual Funds, Securities, Equities, Investments, Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Management, Financial Advisory, Hedge Funds, 401k, Estate planning and..., Separately Managed..., IRAs, Wealth, Trading
Education
City University of New York-Baruch College 1980 — 1982
MBA, Finance
State University of New York at Stony Brook 1974 — 1978
BS, Psychology
Ditmas Junior High
Wells Fargo Advisors, LLC January 2008 - Present
Wachovia Securities Financial Network January 2008 - Present
AG Edwards April 2000 - December 2007
Citigroup January 1995 - January 2000
Goldman Sachs September 1980 - December 1995
Skills
Fixed Income, Retirement, Mutual Funds, Securities, Equities, Investments, Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Management, Financial Advisory, Hedge Funds, 401k, Estate planning and..., Separately Managed..., IRAs, Wealth, Trading
Education
City University of New York-Baruch College 1980 — 1982
MBA, Finance
State University of New York at Stony Brook 1974 — 1978
BS, Psychology
Ditmas Junior High
Samuel J. Bennett, CFP®'s A.G. Edwards Experience November 2003 - October 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities October 2007 - May 2009
AG Edwards November 2003 - October 2008
Smith Barney February 2002 - October 2003
Skills
Retirement Planning, Investments, Investment Strategies, Finance, Customer Service, Public Speaking, Management, Strategic Planning, Mutual Funds, Series 7
Education
Northern Michigan University 1996 — 2000
BS Social Science History, Political Science
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities October 2007 - May 2009
AG Edwards November 2003 - October 2008
Smith Barney February 2002 - October 2003
Skills
Retirement Planning, Investments, Investment Strategies, Finance, Customer Service, Public Speaking, Management, Strategic Planning, Mutual Funds, Series 7
Education
Northern Michigan University 1996 — 2000
BS Social Science History, Political Science
Al Hebron's A.G. Edwards Experience June 1994 - December 1996
Job District Sales Leader
Industry Insurance
Experience
State Farm May 2002 - Present
Morgan Stanley Investment Management January 1997 - May 2005
AG Edwards June 1994 - December 1996
Skills
Management, Direct Sales, Sales, Life Insurance, Insurance, Sales Management, Public Speaking, Selling, Leadership, Training, Disability Insurance, Health Insurance, Recruiting
Education
College of the Holy Cross 1990 — 1994
BA, Psychology
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Psychology
St Louis Priory
State Farm May 2002 - Present
Morgan Stanley Investment Management January 1997 - May 2005
AG Edwards June 1994 - December 1996
Skills
Management, Direct Sales, Sales, Life Insurance, Insurance, Sales Management, Public Speaking, Selling, Leadership, Training, Disability Insurance, Health Insurance, Recruiting
Education
College of the Holy Cross 1990 — 1994
BA, Psychology
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Psychology
St Louis Priory
Kjeld Hvatum's A.G. Edwards Experience 1997 - 2007
Job Internet Professional
Industry Internet
Experience
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company 2008 - 2009
AG Edwards 1997 - 2007
Maryville Technologies 1996 - 1997
Draper Laboratory 1978 - 1996
Education
Massachusetts Institute of Technology 1970 — 1978
sb, Electrical Engineering
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company 2008 - 2009
AG Edwards 1997 - 2007
Maryville Technologies 1996 - 1997
Draper Laboratory 1978 - 1996
Education
Massachusetts Institute of Technology 1970 — 1978
sb, Electrical Engineering
Stuart Briscoe's A.G. Edwards Experience 2000 - 2003
Job Owner, Yarbrough's Interior Designers
Industry Oil & Energy
Experience
Yarbrough's Interior Designers April 2015 - Present
Briscoe Holdings, LLC April 2015 - Present
Briscoe Properties, LLC June 2014 - Present
AG Edwards 2000 - 2003
Skills
Entrepreneurship, Marketing, Aesthetics, Team Building, Spa, Marketing Strategy, Start-ups, Coaching
Education
University of Missouri-Columbia School of Medicine 1972 — 1973
Postgraduate, Pharmacology
Centenary College of Louisiana 1968 — 1972
Bachelor of Science (B.S.), Biology, Chemistry
LSU Medical Center Shreveport, LA
Postgraduate, Physiology
Yarbrough's Interior Designers April 2015 - Present
Briscoe Holdings, LLC April 2015 - Present
Briscoe Properties, LLC June 2014 - Present
AG Edwards 2000 - 2003
Skills
Entrepreneurship, Marketing, Aesthetics, Team Building, Spa, Marketing Strategy, Start-ups, Coaching
Education
University of Missouri-Columbia School of Medicine 1972 — 1973
Postgraduate, Pharmacology
Centenary College of Louisiana 1968 — 1972
Bachelor of Science (B.S.), Biology, Chemistry
LSU Medical Center Shreveport, LA
Postgraduate, Physiology
Walt Barrier's A.G. Edwards Experience 2000 - 2003
Job
Industry Information Technology and Services
Experience
XTRA Lease LLC March 2009 - Present
Aclara March 2004 - January 2009
Convergys 2003 - 2004
AG Edwards 2000 - 2003
Integrated Search Solutions Group, ISSG 1998 - 2000
Rent-A-Center 1996 - 1998
Skills
Incident Management, Remote Troubleshooting, Troubleshooting, Help Desk Support, Hardware, Computer Hardware, Technical Support, Network Administration, Servers, Networking, Active Directory, Customer Satisfaction, Software Documentation, Training, Windows 7, Remote Desktop, Remote User Support, Computer Repair, Remote Access, LAN-WAN, VPN, Software Support, Project Management, System Administration, Employee Training, Microsoft Office, Printers, TCP/IP, Windows Server, Service Level Agreements, Call Centers, Laptops, Disaster Recovery, Mobile Devices, Citrix, Software Installation, Antivirus, WAN, Desktop Computers, Software Quality..., Telecommunications, Windows, Windows Vista, Windows 2000, Cisco Technologies, Microsoft Dynamics AX..., Operating Systems, Customer Service, HP, Cisco VoIP
Education
Friends University 1996 — 1999
BS, Computer Information Systems, 3.85
XTRA Lease LLC March 2009 - Present
Aclara March 2004 - January 2009
Convergys 2003 - 2004
AG Edwards 2000 - 2003
Integrated Search Solutions Group, ISSG 1998 - 2000
Rent-A-Center 1996 - 1998
Skills
Incident Management, Remote Troubleshooting, Troubleshooting, Help Desk Support, Hardware, Computer Hardware, Technical Support, Network Administration, Servers, Networking, Active Directory, Customer Satisfaction, Software Documentation, Training, Windows 7, Remote Desktop, Remote User Support, Computer Repair, Remote Access, LAN-WAN, VPN, Software Support, Project Management, System Administration, Employee Training, Microsoft Office, Printers, TCP/IP, Windows Server, Service Level Agreements, Call Centers, Laptops, Disaster Recovery, Mobile Devices, Citrix, Software Installation, Antivirus, WAN, Desktop Computers, Software Quality..., Telecommunications, Windows, Windows Vista, Windows 2000, Cisco Technologies, Microsoft Dynamics AX..., Operating Systems, Customer Service, HP, Cisco VoIP
Education
Friends University 1996 — 1999
BS, Computer Information Systems, 3.85
Bal Trunec's A.G. Edwards Experience September 1998 - March 2005
Job Senior Account Executive at Liberty Group, LLC
Industry Financial Services
Experience
Liberty Group, LLC March 2005 - Present
A.G. Edwards September 1998 - March 2005
Deutsche Bank Alex Brown June 1990 - September 1998
Skills
Retirement Income..., Wealth Preservation..., Annuities & Life..., Retirement Planning, 401K Plan Advisor, Investments, Account Management, Asset Management, Investment Advisory, Sales, Series 63, Series 7, Equities, Wealth Management, Financial Analysis, Business Strategy, Customer Service, Financial Services, Management, Financial Planning, Strategic Planning
Education
University of Southern California 1986 — 1990
Bachelor of Science (BS), Finance
Liberty Group, LLC March 2005 - Present
A.G. Edwards September 1998 - March 2005
Deutsche Bank Alex Brown June 1990 - September 1998
Skills
Retirement Income..., Wealth Preservation..., Annuities & Life..., Retirement Planning, 401K Plan Advisor, Investments, Account Management, Asset Management, Investment Advisory, Sales, Series 63, Series 7, Equities, Wealth Management, Financial Analysis, Business Strategy, Customer Service, Financial Services, Management, Financial Planning, Strategic Planning
Education
University of Southern California 1986 — 1990
Bachelor of Science (BS), Finance
Guy McKenzie's A.G. Edwards Experience March 1993 - March 1995
Job Owner at Mckenzie Properties
Industry Real Estate
Experience
Mckenzie Properties January 2007 - Present
PrimeSource Mortgage, Inc. April 2005 - February 2009
The Davis Companies June 1996 - May 2005
AG Edwards March 1993 - March 1995
Little and Company Stock Brokerage July 1989 - June 1992
Charles Schwab July 1986 - August 1988
Skills
Marketing Strategy, Social Media, Public Speaking, Rentals, Negotiation, Team Building, Advertising, Customer Service, Management, Leases, Event Planning, Leadership, Sales Management, Real Estate, Real Estate Transactions, Mortgage Lending, Investments, Strategic Financial..., Life Coaching, Budgets, personal skills training, Divorce Care, Singles Sourcing, Investment Properties, Residential Homes, REO, Entrepreneurship, Microsoft Office, Finance
Education
Eastern New Mexico University 1979 — 1982
Bachelor of Business Administration (BBA), Management/Finance
Eastern New Mexico University 1979 — 1982
BBA- Finance Managment, Finance and Financial Management Services
Mckenzie Properties January 2007 - Present
PrimeSource Mortgage, Inc. April 2005 - February 2009
The Davis Companies June 1996 - May 2005
AG Edwards March 1993 - March 1995
Little and Company Stock Brokerage July 1989 - June 1992
Charles Schwab July 1986 - August 1988
Skills
Marketing Strategy, Social Media, Public Speaking, Rentals, Negotiation, Team Building, Advertising, Customer Service, Management, Leases, Event Planning, Leadership, Sales Management, Real Estate, Real Estate Transactions, Mortgage Lending, Investments, Strategic Financial..., Life Coaching, Budgets, personal skills training, Divorce Care, Singles Sourcing, Investment Properties, Residential Homes, REO, Entrepreneurship, Microsoft Office, Finance
Education
Eastern New Mexico University 1979 — 1982
Bachelor of Business Administration (BBA), Management/Finance
Eastern New Mexico University 1979 — 1982
BBA- Finance Managment, Finance and Financial Management Services
Lou Howell MBA CFE CAMS's A.G. Edwards Experience 1981 - 2008
Job Experienced Bond Trader and Anti Money Laundering Consultant
Industry Accounting
Experience
Wells Fargo Advisors February 2012 - July 2012
Patrick Capital formerly Saxony Securities September 2011 - February 2012
AG Edwards 1981 - 2008
Education
EM Strasbourg Business School 2008 — 2009
Master of European Management, International Business
Grenoble Ecole de Management 2008 — 2009
European Management
University of Missouri-Saint Louis 2004 — 2008
BS Accounting, Accounting/Business Administration
Saint Louis University 1978 — 1981
Wells Fargo Advisors February 2012 - July 2012
Patrick Capital formerly Saxony Securities September 2011 - February 2012
AG Edwards 1981 - 2008
Education
EM Strasbourg Business School 2008 — 2009
Master of European Management, International Business
Grenoble Ecole de Management 2008 — 2009
European Management
University of Missouri-Saint Louis 2004 — 2008
BS Accounting, Accounting/Business Administration
Saint Louis University 1978 — 1981
Lester Dierkes's A.G. Edwards Experience July 1999 - December 2000
Job Account Support Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2011 - Present
HP December 2000 - July 2011
AG Edwards July 1999 - December 2000
Tandem/Compaq August 1982 - July 1999
Skills
HP, Disaster Recovery, SAN, Computer Hardware, Hardware, Storage Area Networks, Solution Architecture, Technical Support, Security, Service Management, IT Operations, VMware, HP EVA, Systems Management, Integration, Enterprise Software, Troubleshooting, Enterprise Architecture, Windows Server, TCP/IP
Education
Control Data Institute
McKendree College
BA
Hewlett-Packard July 2011 - Present
HP December 2000 - July 2011
AG Edwards July 1999 - December 2000
Tandem/Compaq August 1982 - July 1999
Skills
HP, Disaster Recovery, SAN, Computer Hardware, Hardware, Storage Area Networks, Solution Architecture, Technical Support, Security, Service Management, IT Operations, VMware, HP EVA, Systems Management, Integration, Enterprise Software, Troubleshooting, Enterprise Architecture, Windows Server, TCP/IP
Education
Control Data Institute
McKendree College
BA
Wesley Boudreaux's A.G. Edwards Experience January 1999 - December 2000
Job Financial Advisor at The Retirement Group LLC
Industry Financial Services
Experience
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
Arthur Gravanis, CLU, JD, LL.M's A.G. Edwards Experience June 1999 - April 2008
Job VPWealth Insurance Specialist, Wells Fargo Advisors LLC
Industry Insurance
Experience
Wells Fargo Advisors January 2011 - Present
CAPITAS Financial, LLC April 2009 - January 2011
Hartford Life April 2008 - April 2009
A.G. Edwards June 1999 - April 2008
Education
Boston University Law School Graduate Tax Program 1995 — 1996
LL.M in Taxation, Tax Law/Taxation
Temple University Law School 1989 — 1992
Law
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo Advisors January 2011 - Present
CAPITAS Financial, LLC April 2009 - January 2011
Hartford Life April 2008 - April 2009
A.G. Edwards June 1999 - April 2008
Education
Boston University Law School Graduate Tax Program 1995 — 1996
LL.M in Taxation, Tax Law/Taxation
Temple University Law School 1989 — 1992
Law
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Nick Alfermann's A.G. Edwards Experience June 2005 - July 2007
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
Highland Capital Management July 2007 - July 2010
A.G. Edwards June 2005 - July 2007
Education
University of Notre Dame 1999 — 2003
Finance & Economics
Robert W. Baird & Co. July 2010 - Present
Highland Capital Management July 2007 - July 2010
A.G. Edwards June 2005 - July 2007
Education
University of Notre Dame 1999 — 2003
Finance & Economics
Jay Hannaman's A.G. Edwards Experience 1998 - 2003
Job President at Louisiana Tree Service, Inc.
Industry Consumer Services
Experience
Louisiana Tree Service, Inc. Sr Investment OfficerJP Morgan Chase2004 - 2005
AG Edwards 1998 - 2003
Education
Louisiana State University 1984 — 1989
BS, Economics, Business, Finance
Strake Jesuit Houston,Texas 1981 — 1984
HS, College Preparatory
Louisiana Tree Service, Inc. Sr Investment OfficerJP Morgan Chase2004 - 2005
AG Edwards 1998 - 2003
Education
Louisiana State University 1984 — 1989
BS, Economics, Business, Finance
Strake Jesuit Houston,Texas 1981 — 1984
HS, College Preparatory
Frederick Lowe's A.G. Edwards Experience February 2000 - April 2006
Job President at FSL Advisors Inc. offering securities throgh Investors Capital Corp.
Industry Financial Services
Experience
FSL Advisors Inc. March 2010 - Present
UBS April 2006 - March 2010
AG Edwards February 2000 - April 2006
Skills
Private Equity, Strategic Financial..., Retirement Planning, Securities
Education
Iona College 1988 — 1990
Masters Program, Communications
Gettysburg College 1978 — 1982
BA, Economics, Psychology
FSL Advisors Inc. March 2010 - Present
UBS April 2006 - March 2010
AG Edwards February 2000 - April 2006
Skills
Private Equity, Strategic Financial..., Retirement Planning, Securities
Education
Iona College 1988 — 1990
Masters Program, Communications
Gettysburg College 1978 — 1982
BA, Economics, Psychology
joseph antognoni's A.G. Edwards Experience January 1989 - December 2010
Job Accounting Professional
Industry Accounting
Experience
AG Edwards January 1989 - December 2010
Data General May 1980 - June 1986
Raytheon Missile Systems September 1974 - May 1980
Education
D'Amore-McKim School of Business at Northeastern University 1954 — 1956
mba, Business
AG Edwards January 1989 - December 2010
Data General May 1980 - June 1986
Raytheon Missile Systems September 1974 - May 1980
Education
D'Amore-McKim School of Business at Northeastern University 1954 — 1956
mba, Business
Sing Palaniappan's A.G. Edwards Experience August 2000 - January 2002
Job Senior Technical Architect at AT&T
Industry Telecommunications
Experience
AT&T January 2002 - Present
AG Edwards August 2000 - January 2002
Skills
Weblogic, Solution Architecture, IT Outsourcing, IT Solutions, SAP Implementation, Business Strategy, Integration, Oracle Database, Oracle Applications, Project Management, Functional Requirements
Education
Coimbatore Institute of Technology 1986 — 1991
BE(Bachelor of Engineering), Mechanical Engineering
AT&T January 2002 - Present
AG Edwards August 2000 - January 2002
Skills
Weblogic, Solution Architecture, IT Outsourcing, IT Solutions, SAP Implementation, Business Strategy, Integration, Oracle Database, Oracle Applications, Project Management, Functional Requirements
Education
Coimbatore Institute of Technology 1986 — 1991
BE(Bachelor of Engineering), Mechanical Engineering
Dean Voss's A.G. Edwards Experience June 2000 - February 2002
Job IT Project Manager at Enterprise Holdings Inc.
Industry Automotive
Experience
Enterprise Holdings Inc. May 2010 - Present
Lord & Taylor 2007 - 2010
May Department Stores January 1995 - July 2007
AG Edwards June 2000 - February 2002
Skills
Information Technology, Visio, SDLC, Business Analysis, SharePoint, Process Improvement, Project Management, COBOL, Vendor Management, Team Leadership, Disaster Recovery, Retail
Education
Southwest Missouri State University 2000 — 2004
BS, Computer Information Systems
Enterprise Holdings Inc. May 2010 - Present
Lord & Taylor 2007 - 2010
May Department Stores January 1995 - July 2007
AG Edwards June 2000 - February 2002
Skills
Information Technology, Visio, SDLC, Business Analysis, SharePoint, Process Improvement, Project Management, COBOL, Vendor Management, Team Leadership, Disaster Recovery, Retail
Education
Southwest Missouri State University 2000 — 2004
BS, Computer Information Systems
Gregory Matzelle's A.G. Edwards Experience December 1994 - February 2009
Job First Vice President / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
AG Edwards December 1994 - February 2009
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Janney Montgomery Scott March 2009 - Present
AG Edwards December 1994 - February 2009
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Carrie Lohse-Roseman's A.G. Edwards Experience 2000 - 2000
Job Paralegal at The Simon Law Firm
Industry Legal Services
Experience
The Simon Law Firm March 2009 - Present
HeplerBroom LLC January 2004 - November 2008
Herzog Crebs LLP 2000 - January 2004
AG Edwards 2000 - 2000
Education
SLCC-Meramec 1994 — 1995
Associate's Degree
Jefferson College 1992 — 1994
The Simon Law Firm March 2009 - Present
HeplerBroom LLC January 2004 - November 2008
Herzog Crebs LLP 2000 - January 2004
AG Edwards 2000 - 2000
Education
SLCC-Meramec 1994 — 1995
Associate's Degree
Jefferson College 1992 — 1994
Trish Ramdass's A.G. Edwards Experience January 2005 - July 2005
Job Applications Trainer/Learning Consultant at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2011 - Present
Thomson Reuters October 2007 - January 2011
AudioRite Corporation April 2006 - September 2007
AG Edwards January 2005 - July 2005
Bloomberg LP November 2000 - May 2004
Skills
Training Delivery, Blended Learning, Learning Management, Needs Analysis, Instructional Design, Instructor-led Training, Training, Business Analysis, Requirements Analysis, Strategic Planning, Change Management
Education
New York University 1995 — 1999
Bachelor's degree, Secondary Education and Teaching - English
Thomson Reuters February 2011 - Present
Thomson Reuters October 2007 - January 2011
AudioRite Corporation April 2006 - September 2007
AG Edwards January 2005 - July 2005
Bloomberg LP November 2000 - May 2004
Skills
Training Delivery, Blended Learning, Learning Management, Needs Analysis, Instructional Design, Instructor-led Training, Training, Business Analysis, Requirements Analysis, Strategic Planning, Change Management
Education
New York University 1995 — 1999
Bachelor's degree, Secondary Education and Teaching - English
Kevin Caprio's A.G. Edwards Experience 1992 - 1995
Job
Industry
Experience
Palma High School February 2008 - June 2008
AG Edwards 1992 - 1995
HHQ 3rd Brigade, 91st Division 1989 - 1992
US Army March 1982 - November 1985
Skills
Event Planning, Negotiation, Microsoft Word, Research, PowerPoint, Public Speaking, English, Windows, Sales Management, Editing, Teaching, Microsoft Excel, New Business Development, Project Management, Customer Service, Supervisory Skills, Analysis, Microsoft Office, Project Planning, Team Leadership, Contract Negotiation, Team Building, Budgets, Training, Outlook, Strategic Planning, Process Scheduler, Leadership, Program Management, Leadership Development, Coaching, Time Management, Policy, Access, Teamwork, Government, Administration, Human Resources, Software Documentation, Organizational..., Employee Relations, Process Improvement
Education
San Francisco State University 1986 — 1987
Geography, Economics/Political, 3.8
Kansas State University 1980 — 1983
International Terrorism, 4.0
Palma High School February 2008 - June 2008
AG Edwards 1992 - 1995
HHQ 3rd Brigade, 91st Division 1989 - 1992
US Army March 1982 - November 1985
Skills
Event Planning, Negotiation, Microsoft Word, Research, PowerPoint, Public Speaking, English, Windows, Sales Management, Editing, Teaching, Microsoft Excel, New Business Development, Project Management, Customer Service, Supervisory Skills, Analysis, Microsoft Office, Project Planning, Team Leadership, Contract Negotiation, Team Building, Budgets, Training, Outlook, Strategic Planning, Process Scheduler, Leadership, Program Management, Leadership Development, Coaching, Time Management, Policy, Access, Teamwork, Government, Administration, Human Resources, Software Documentation, Organizational..., Employee Relations, Process Improvement
Education
San Francisco State University 1986 — 1987
Geography, Economics/Political, 3.8
Kansas State University 1980 — 1983
International Terrorism, 4.0
peter Brophy's A.G. Edwards Experience May 1998 - May 1999
Job Investment Banking Professional
Industry Investment Banking
Experience
Platte River Capital August 2013 - Present
UBS Investment Bank 1998 - 2011
AG Edwards May 1998 - May 1999
Deutsche Bank (CJ Lawrence) August 1978 - April 1998
Skills
Equities, Financial Markets, Emerging Markets, Portfolio Management, Investments
Education
Hamilton College 1969 — 1973
Bachelor's degree, Psychology
Loomis School 1966 — 1969
Platte River Capital August 2013 - Present
UBS Investment Bank 1998 - 2011
AG Edwards May 1998 - May 1999
Deutsche Bank (CJ Lawrence) August 1978 - April 1998
Skills
Equities, Financial Markets, Emerging Markets, Portfolio Management, Investments
Education
Hamilton College 1969 — 1973
Bachelor's degree, Psychology
Loomis School 1966 — 1969
Robert Hammel's A.G. Edwards Experience October 2006 - November 2007
Job Associate Equity Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2009 - Present
Avondale Partners January 2008 - March 2009
AG Edwards October 2006 - November 2007
AG Edwards July 2005 - October 2006
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Valuation, Series 63, Equity Research
Education
Florida State University 2001 — 2005
Bachelor's degree, Accounting and Finance
Wells Fargo April 2009 - Present
Avondale Partners January 2008 - March 2009
AG Edwards October 2006 - November 2007
AG Edwards July 2005 - October 2006
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Valuation, Series 63, Equity Research
Education
Florida State University 2001 — 2005
Bachelor's degree, Accounting and Finance
Ed Bouchane's A.G. Edwards Experience 1997 - 1998
Job Banking Professional
Industry Banking
Experience
Velocitii September 2014 - Present
Bank of America 2010 - 2013
General Motors Components Holdings, LLC 2006 - 2009
TeleTech 2003 - 2005
Center for Financial Training 1996 - 2003
Sagemark Consulting 1998 - 1999
AG Edwards 1997 - 1998
Citi 1993 - 1997
KeyBank 1986 - 1993
Skills
Portfolio Management, Investments
Education
Manhattan College 1978 — 1982
Bachelor of Science (BS), Business Administration
Velocitii September 2014 - Present
Bank of America 2010 - 2013
General Motors Components Holdings, LLC 2006 - 2009
TeleTech 2003 - 2005
Center for Financial Training 1996 - 2003
Sagemark Consulting 1998 - 1999
AG Edwards 1997 - 1998
Citi 1993 - 1997
KeyBank 1986 - 1993
Skills
Portfolio Management, Investments
Education
Manhattan College 1978 — 1982
Bachelor of Science (BS), Business Administration
Aaron Whitehead's A.G. Edwards Experience January 2000 - May 2003
Job Workmans Compensation Specialist at Resolution Partners Micro & Macro, LLC (RPM)
Industry
Experience
Resolution Partners Micro & Macro, LLC (RPM) July 2010 - Present
State Compensation Insurance Fund June 2005 - June 2010
Sun Pacific Health June 2003 - May 2005
AG Edwards January 2000 - May 2003
Education
New Mexico State University 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, Nationals Deans List
California State University-Sacramento 1986 — 1991
Bachelor of Business Administration (BBA), Marketing
Resolution Partners Micro & Macro, LLC (RPM) July 2010 - Present
State Compensation Insurance Fund June 2005 - June 2010
Sun Pacific Health June 2003 - May 2005
AG Edwards January 2000 - May 2003
Education
New Mexico State University 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, Nationals Deans List
California State University-Sacramento 1986 — 1991
Bachelor of Business Administration (BBA), Marketing
Frank W. Wall II's A.G. Edwards Experience May 1997 - May 2002
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2002 - Present
A.G. Edwards May 1997 - May 2002
Merrill Lynch July 1992 - May 1997
Skills
Strategic Investment..., Estate Investment..., Retirement Planning, Financial Advisory, Investment Strategies, Asset Allocation, Investments, Equities, Fixed Income, Alternative Investments, Mutual Funds, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
University of South Carolina-Columbia 1988 — 1992
Bachelor of Science (B.S.) in Business Administration, Finance
Wells Fargo Advisors, LLC May 2002 - Present
A.G. Edwards May 1997 - May 2002
Merrill Lynch July 1992 - May 1997
Skills
Strategic Investment..., Estate Investment..., Retirement Planning, Financial Advisory, Investment Strategies, Asset Allocation, Investments, Equities, Fixed Income, Alternative Investments, Mutual Funds, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance
Education
University of South Carolina-Columbia 1988 — 1992
Bachelor of Science (B.S.) in Business Administration, Finance
Kristi Walls's A.G. Edwards Experience May 1999 - October 2001
Job Asst. Controller at Empire Comfort Systems
Industry Accounting
Experience
Empire Comfort Systems September 2008 - Present
Empire Comfort Systems January 2005 - August 2008
AG Edwards May 1999 - October 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Illinois College 1993 — 1996
Bachelor of Arts (BA), Economics/Finance
Taylor University 1992 — 1993
Empire Comfort Systems September 2008 - Present
Empire Comfort Systems January 2005 - August 2008
AG Edwards May 1999 - October 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Illinois College 1993 — 1996
Bachelor of Arts (BA), Economics/Finance
Taylor University 1992 — 1993
Vivek Chilukuri's A.G. Edwards Experience October 2011 - May 2012
Job Sr Business Analyst at Texas Community Bank
Industry Staffing and Recruiting
Experience
3S Business Corporation Inc Sr Business AnalystTexas Community BankNovember 2014 - Present
MetLife April 2013 - November 2014
Baxter International Inc. June 2012 - March 2013
AG Edwards October 2011 - May 2012
First Mortgage Corporation January 2011 - September 2011
Aruba Petroleum, Inc. August 2009 - December 2010
Indian Oil Corporation Limited June 2008 - August 2009
Skills
Business Analysis, Business Planning, Java, .NET, C, Toad 9.0, Team Management, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Microsoft Office, Project Management, Microsoft Project, Visio, ALM, JIRA
Education
Acharya Nagarjuna University 2004 — 2008
Bachelor of Technology (B.Tech.)
3S Business Corporation Inc Sr Business AnalystTexas Community BankNovember 2014 - Present
MetLife April 2013 - November 2014
Baxter International Inc. June 2012 - March 2013
AG Edwards October 2011 - May 2012
First Mortgage Corporation January 2011 - September 2011
Aruba Petroleum, Inc. August 2009 - December 2010
Indian Oil Corporation Limited June 2008 - August 2009
Skills
Business Analysis, Business Planning, Java, .NET, C, Toad 9.0, Team Management, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Microsoft Office, Project Management, Microsoft Project, Visio, ALM, JIRA
Education
Acharya Nagarjuna University 2004 — 2008
Bachelor of Technology (B.Tech.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.