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
Paul Peacock Paul Peacock's A.G. Edwards Experience February 2003 - December 2003
Job Owner at BirdBoy Music
Industry Music
Experience
BirdBoy Music January 2002 - Present
Self-employed 1993 - Present
2020 Exhibits March 2013 - July 2013
AG Edwards February 2003 - December 2003
Skills
Music, Music Production, Music Education, Music Theory, Musical Improvisation, Studio Recording, Computer Proficiency, Microsoft Office, Exhibit Preparation, Photoshop, Band, Bands, Composition, Entertainment, Jazz, Film Scoring, Music Industry, Musicians, Orchestration, Recording, Singing, Songwriting, Teaching
Education
Sam Houston State University 2000 — 2003
Master of Arts (M.A.), Music
Texas Tech University 1993 — 1999
Music Performance, General
BirdBoy Music January 2002 - Present
Self-employed 1993 - Present
2020 Exhibits March 2013 - July 2013
AG Edwards February 2003 - December 2003
Skills
Music, Music Production, Music Education, Music Theory, Musical Improvisation, Studio Recording, Computer Proficiency, Microsoft Office, Exhibit Preparation, Photoshop, Band, Bands, Composition, Entertainment, Jazz, Film Scoring, Music Industry, Musicians, Orchestration, Recording, Singing, Songwriting, Teaching
Education
Sam Houston State University 2000 — 2003
Master of Arts (M.A.), Music
Texas Tech University 1993 — 1999
Music Performance, General
Douglas Tschauder Douglas Tschauder's A.G. Edwards Experience January 2005 - May 2006
Job Managing Attorney at Legal Aid of Western Missouri
Industry Legal Services
Experience
Legal Aid of Western Missouri May 2014 - Present
Legal Aid of Western Missouri August 2006 - Present
AG Edwards January 2005 - May 2006
DB&A - DeWolff, Boberg & Associates, Inc October 2003 - December 2004
Skills
Civil Litigation, Legal Assistance, Legal Research, Legal Writing, Litigation
Education
University of Kansas - Graduate School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
University of Kansas School of Law 1999 — 2003
Doctor of Law (J.D.)
Legal Aid of Western Missouri May 2014 - Present
Legal Aid of Western Missouri August 2006 - Present
AG Edwards January 2005 - May 2006
DB&A - DeWolff, Boberg & Associates, Inc October 2003 - December 2004
Skills
Civil Litigation, Legal Assistance, Legal Research, Legal Writing, Litigation
Education
University of Kansas - Graduate School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
University of Kansas School of Law 1999 — 2003
Doctor of Law (J.D.)
Bernadette Law Bernadette Law's A.G. Edwards Experience 2002 - 2003
Job Investment Management Professional
Industry Investment Management
Experience
BPU Investment Management, Inc. September 2010 - April 2014
Wells Fargo Advisors (formerly Wachovia Securities/AG Edwards and Sons) 2008 - 2010
Fifth Third Bank 2004 - 2008
National City Bank 2003 - 2004
AG Edwards 2002 - 2003
Morgan Stanley Dean Witter 2000 - 2002
Skills
Compliance Operations, Securities Regulation, Advertising, Cross-functional Team..., Delegate Management, FINRA, SEC filings
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science in Business Finance and Political Science, Finance and Political Science
BPU Investment Management, Inc. September 2010 - April 2014
Wells Fargo Advisors (formerly Wachovia Securities/AG Edwards and Sons) 2008 - 2010
Fifth Third Bank 2004 - 2008
National City Bank 2003 - 2004
AG Edwards 2002 - 2003
Morgan Stanley Dean Witter 2000 - 2002
Skills
Compliance Operations, Securities Regulation, Advertising, Cross-functional Team..., Delegate Management, FINRA, SEC filings
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science in Business Finance and Political Science, Finance and Political Science
Pegeen Lodge Pegeen Lodge's A.G. Edwards Experience 1993 - 1997
Job Contractor at Randstad
Industry Financial Services
Experience
Randstad June 2014 - Present
Morgan Stanley July 1997 - December 2013
AG Edwards 1993 - 1997
Janney Montgomery Scott March 1993 - August 1993
Skills
Asset Management, Asset Allocation, Strategic Financial..., Financial Advisory, FINRA, Finance, High Net Worth..., Loans, Banking, Financial Services, Financial Planning, Wealth Management, Series 7, Investments, Mutual Funds, Portfolio Management, Retirement Planning
Education
University of Delaware
Bachelor of Science, Education/Special Education
Randstad June 2014 - Present
Morgan Stanley July 1997 - December 2013
AG Edwards 1993 - 1997
Janney Montgomery Scott March 1993 - August 1993
Skills
Asset Management, Asset Allocation, Strategic Financial..., Financial Advisory, FINRA, Finance, High Net Worth..., Loans, Banking, Financial Services, Financial Planning, Wealth Management, Series 7, Investments, Mutual Funds, Portfolio Management, Retirement Planning
Education
University of Delaware
Bachelor of Science, Education/Special Education
Mickey Suhl's A.G. Edwards Experience 2001 - 2004
Job Department Mgr at Enterprise
Industry Information Technology and Services
Experience
Enterprise Holdings January 2015 - Present
Monsanto February 2011 - January 2015
Centric Group September 2009 - February 2011
Rabo AgriFinance November 2007 - September 2009
Anheuser-Busch December 2003 - November 2007
AG Edwards 2001 - 2004
Arthur Andersen June 1995 - May 2001
SSE January 1995 - July 1995
Housing and Urban Development; Washington, DC August 1991 - January 1995
Skills
Business Analysis, SharePoint, Visio, Vendor Management, Process Improvement, SDLC, Disaster Recovery, IT Management, Project Management, Business Process..., Change Management, PMP, Business Intelligence, Data Center, Strategic Planning, Management, Requirements Analysis, Business Process, PMO, Project Portfolio..., Infrastructure, Requirements Gathering, IT Service Management, Analysis, Project Delivery, Business Strategy, Security, Information Technology, Integration, ITIL
Education
Southern Illinois University, Carbondale 1986 — 1992
Bachelor of Science (BS), Finance, General
Enterprise Holdings January 2015 - Present
Monsanto February 2011 - January 2015
Centric Group September 2009 - February 2011
Rabo AgriFinance November 2007 - September 2009
Anheuser-Busch December 2003 - November 2007
AG Edwards 2001 - 2004
Arthur Andersen June 1995 - May 2001
SSE January 1995 - July 1995
Housing and Urban Development; Washington, DC August 1991 - January 1995
Skills
Business Analysis, SharePoint, Visio, Vendor Management, Process Improvement, SDLC, Disaster Recovery, IT Management, Project Management, Business Process..., Change Management, PMP, Business Intelligence, Data Center, Strategic Planning, Management, Requirements Analysis, Business Process, PMO, Project Portfolio..., Infrastructure, Requirements Gathering, IT Service Management, Analysis, Project Delivery, Business Strategy, Security, Information Technology, Integration, ITIL
Education
Southern Illinois University, Carbondale 1986 — 1992
Bachelor of Science (BS), Finance, General
Janet Johnston Janet Johnston's A.G. Edwards Experience April 2007 - August 2007
Job Business & IT Consultant
Industry Information Technology and Services
Experience
Heartland Bank November 2012 - August 2013
Bank-Star ; Mortgage Loan Division September 2011 - November 2012
Mobile Moxie August 2010 - August 2011
Private Quarters Luxury Linens September 2006 - September 2010
TDK Technologies August 2008 - January 2009
Adaptive Solutions December 2007 - July 2008
A.G. Edwards April 2007 - August 2007
AG Edwards August 2004 - November 2004
Edward Jones February 2002 - July 2004
Bank of America May 1976 - March 1999
Skills
Management, Refinance, Customer Service, SDLC, Project Planning, Leadership, Business Analysis, Mortgage Lending, Banking, Training, Start-ups
Education
Southern Methodist University - Cox School of Business 1987 — 1990
Graduate, Finance and Banking
University of Missouri-Saint Louis 1976 — 1978
BSBA, Accounting
University of Arkansas
BA, English
Heartland Bank November 2012 - August 2013
Bank-Star ; Mortgage Loan Division September 2011 - November 2012
Mobile Moxie August 2010 - August 2011
Private Quarters Luxury Linens September 2006 - September 2010
TDK Technologies August 2008 - January 2009
Adaptive Solutions December 2007 - July 2008
A.G. Edwards April 2007 - August 2007
AG Edwards August 2004 - November 2004
Edward Jones February 2002 - July 2004
Bank of America May 1976 - March 1999
Skills
Management, Refinance, Customer Service, SDLC, Project Planning, Leadership, Business Analysis, Mortgage Lending, Banking, Training, Start-ups
Education
Southern Methodist University - Cox School of Business 1987 — 1990
Graduate, Finance and Banking
University of Missouri-Saint Louis 1976 — 1978
BSBA, Accounting
University of Arkansas
BA, English
Terry Quigley Terry Quigley's A.G. Edwards Experience 1992 - 1997
Job Senior Vice President Operations/COO
Industry Nonprofit Organization Management
Experience
Episcopal Homes - The Covington September 2012 - Present
Shea Family At Home January 2011 - September 2012
Shea Family La Jolla October 2009 - January 2011
Redwood Elderink December 2000 - October 2009
AG Edwards 1992 - 1997
AG Edwards 1992 - 1997
Skills
Marketing, Healthcare, Community Outreach, Philanthropy, Customer Service, Strategic Planning, Non-profit..., Community Development, Board Development, Volunteer Management, Fundraising, Nonprofits, Event Planning, Grant Writing, Public Relations, Elder Care, Public Speaking, Team Building
Education
San Diego State University-California State University
MSW
UC San Diego
Bachelor of Arts (BA), Psychology
Episcopal Homes - The Covington September 2012 - Present
Shea Family At Home January 2011 - September 2012
Shea Family La Jolla October 2009 - January 2011
Redwood Elderink December 2000 - October 2009
AG Edwards 1992 - 1997
AG Edwards 1992 - 1997
Skills
Marketing, Healthcare, Community Outreach, Philanthropy, Customer Service, Strategic Planning, Non-profit..., Community Development, Board Development, Volunteer Management, Fundraising, Nonprofits, Event Planning, Grant Writing, Public Relations, Elder Care, Public Speaking, Team Building
Education
San Diego State University-California State University
MSW
UC San Diego
Bachelor of Arts (BA), Psychology
Colin Cohen Colin Cohen's A.G. Edwards Experience March 2001 - November 2008
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2013 - Present
BNI 2013 - 2015
BNI 2013 - 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
AG Edwards March 2001 - November 2008
Skills
Retirement, Retirement Planning, Wealth, Estate Planning, Investments, Wealth Management, Financial Planning, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities, Series 7, Finance, Investment Strategies
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (BA), History
Vanderbilt University 1991 — 1992
Upstream Investment Partners, LLC January 2013 - Present
BNI 2013 - 2015
BNI 2013 - 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
AG Edwards March 2001 - November 2008
Skills
Retirement, Retirement Planning, Wealth, Estate Planning, Investments, Wealth Management, Financial Planning, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities, Series 7, Finance, Investment Strategies
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (BA), History
Vanderbilt University 1991 — 1992
Gary Wilder's A.G. Edwards Experience August 1978 - April 2007
Job Consultant
Industry Financial Services
Experience
GW Consulting April 2009 - Present
Wells Fargo Advisors April 2007 - April 2009
AG Edwards August 1978 - April 2007
Skills
Retirement Planning, Project Planning, Mutual Funds, Leadership, Insurance
Education
University of Missouri-Columbia 1969 — 1972
BS, MS, College of Business/College of Agricultural
GW Consulting April 2009 - Present
Wells Fargo Advisors April 2007 - April 2009
AG Edwards August 1978 - April 2007
Skills
Retirement Planning, Project Planning, Mutual Funds, Leadership, Insurance
Education
University of Missouri-Columbia 1969 — 1972
BS, MS, College of Business/College of Agricultural
Nick Gehrs Nick Gehrs's A.G. Edwards Experience May 1988 - September 2008
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons Financial ConsultantHilliard LyonsSeptember 2008 - Present
AG Edwards May 1988 - September 2008
Skills
Finance, Investments, Estate Planning, Asset Allocation, Series 7, Small Business, Strategic Financial..., Financial Planning, Retirement Planning, Time Management, Wealth Management, Investment Advisory, Securities, Portfolio Management, Financial Advisory
Education
Southern Illinois University, Carbondale 1979 — 1981
Hilliard Lyons Financial ConsultantHilliard LyonsSeptember 2008 - Present
AG Edwards May 1988 - September 2008
Skills
Finance, Investments, Estate Planning, Asset Allocation, Series 7, Small Business, Strategic Financial..., Financial Planning, Retirement Planning, Time Management, Wealth Management, Investment Advisory, Securities, Portfolio Management, Financial Advisory
Education
Southern Illinois University, Carbondale 1979 — 1981
Jarod Mouton Jarod Mouton's A.G. Edwards Experience August 1998 - December 2002
Job Highland Homes
Industry Construction
Experience
Highland Homes October 2010 - Present
Perry Homes January 2003 - 2010
AG Edwards August 1998 - December 2002
Skills
Leadership, Business Development, Management, Contract Negotiation, Construction, Process Scheduler, Construction Management, Strategic Planning, Sales, Executive Management, Negotiation, Real Estate, Competitive Analysis, Residential Homes, Purchasing, Customer Service, Selling, Sales Management, Training, Green Building, Product Development, Renovation, Homebuilding, Quality Control, Budgets, Contractors, Pricing, Team Building
Education
Texas State University 1994 — 1998
Bachelor, Management
Highland Homes October 2010 - Present
Perry Homes January 2003 - 2010
AG Edwards August 1998 - December 2002
Skills
Leadership, Business Development, Management, Contract Negotiation, Construction, Process Scheduler, Construction Management, Strategic Planning, Sales, Executive Management, Negotiation, Real Estate, Competitive Analysis, Residential Homes, Purchasing, Customer Service, Selling, Sales Management, Training, Green Building, Product Development, Renovation, Homebuilding, Quality Control, Budgets, Contractors, Pricing, Team Building
Education
Texas State University 1994 — 1998
Bachelor, Management
Rae Lees Rae Lees's A.G. Edwards Experience 2005 - September 2007
Job Managing Director/Institutional Equity Sales at U.S Capital Advisors
Industry Investment Banking
Experience
U.S Capital Advisors January 2011 - Present
UBS Investment Bank November 2007 - January 2011
AG Edwards 2005 - September 2007
Stifel Nicolaus 2003 - 2005
Tucker Anthony 1999 - 2002
Hanifen Imhoff 1996 - 1999
Skills
Equity Research, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investments, Bloomberg, Alternative Investments, Asset Managment, Capital Markets, Financial Advisory, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, International Finance
Trinity University 1986 — 1990
B.S., Marketing
Littleton High School 1983 — 1986
U.S Capital Advisors January 2011 - Present
UBS Investment Bank November 2007 - January 2011
AG Edwards 2005 - September 2007
Stifel Nicolaus 2003 - 2005
Tucker Anthony 1999 - 2002
Hanifen Imhoff 1996 - 1999
Skills
Equity Research, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investments, Bloomberg, Alternative Investments, Asset Managment, Capital Markets, Financial Advisory, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, International Finance
Trinity University 1986 — 1990
B.S., Marketing
Littleton High School 1983 — 1986
Trevor Jensen Trevor Jensen's A.G. Edwards Experience December 2003 - May 2004
Job Territory Sales Manager at JeldWen
Industry Building Materials
Experience
Jeld-Wen July 2004 - Present
AG Edwards December 2003 - May 2004
Jeld-Wen May 2003 - August 2003
Skills
Sales, Blueprint Reading, Millwork, Building Materials, Windows, Doors, Sales Management, Retail, Sales Operations, Manufacturing
Education
St. Norbert College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance Emphasis
Grinnell Community Senior High School 1997 — 2000
Jeld-Wen July 2004 - Present
AG Edwards December 2003 - May 2004
Jeld-Wen May 2003 - August 2003
Skills
Sales, Blueprint Reading, Millwork, Building Materials, Windows, Doors, Sales Management, Retail, Sales Operations, Manufacturing
Education
St. Norbert College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance Emphasis
Grinnell Community Senior High School 1997 — 2000
Tim Dalton Tim Dalton's A.G. Edwards Experience August 1998 - July 2007
Job Principal Software Engineer at Object Computing Inc. (OCI)
Industry Computer Software
Experience
Object Computing, Inc. (OCI) July 2007 - Present
AG Edwards August 1998 - July 2007
MasterCard International December 1994 - August 1998
May Department Stores July 1991 - December 1994
Skills
Java, Unix, REST, Agile Methodologies, Web Applications, Databases, SQL, XML, Software Development
Education
University of Missouri-Rolla 1985 — 1990
BS, Computer Science
McCluer North High School 1982 — 1985
Object Computing, Inc. (OCI) July 2007 - Present
AG Edwards August 1998 - July 2007
MasterCard International December 1994 - August 1998
May Department Stores July 1991 - December 1994
Skills
Java, Unix, REST, Agile Methodologies, Web Applications, Databases, SQL, XML, Software Development
Education
University of Missouri-Rolla 1985 — 1990
BS, Computer Science
McCluer North High School 1982 — 1985
James H. Hopkins James H. Hopkins's A.G. Edwards Experience June 1987 - November 1992
Job Equity Investment Manager, Active Core Equity (ACE), topranked equity investment research performance
Industry Higher Education
Experience
Washington University in St. Louis January 2010 - Present
Clayton Chase Assest Management LLC February 2006 - Present
When 2 Trade October 1999 - March 2007
Forsyth Security January 1999 - June 2001
Burns Pauli Mahoney November 1992 - January 1999
Episcopal Diocese of Springfield (IL) 1992 - 1998
Episcopal Diocese of Springfield (IL) 1992 - 1998
AG Edwards June 1987 - November 1992
Paine Weber December 1984 - May 1986
American Association of Industrial Management/ SIcal August 1983 - December 1984
Skills
Generating Alpha, Reduce risk and..., Determining stock price..., Design of investment..., Working with Large..., Managing investments on..., Allocating..., Preventing reductions..., Increasing fee revenue...
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Bachelor of Arts (BA), Business Administration, Industrial Geography, and Political Science
Washington University in St. Louis January 2010 - Present
Clayton Chase Assest Management LLC February 2006 - Present
When 2 Trade October 1999 - March 2007
Forsyth Security January 1999 - June 2001
Burns Pauli Mahoney November 1992 - January 1999
Episcopal Diocese of Springfield (IL) 1992 - 1998
Episcopal Diocese of Springfield (IL) 1992 - 1998
AG Edwards June 1987 - November 1992
Paine Weber December 1984 - May 1986
American Association of Industrial Management/ SIcal August 1983 - December 1984
Skills
Generating Alpha, Reduce risk and..., Determining stock price..., Design of investment..., Working with Large..., Managing investments on..., Allocating..., Preventing reductions..., Increasing fee revenue...
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Bachelor of Arts (BA), Business Administration, Industrial Geography, and Political Science
Krista Rogers Krista Rogers's A.G. Edwards Experience June 2002 - August 2003
Job State Farm Agent
Industry Insurance
Experience
State Farm July 2010 - Present
SNI Financial/formerly Q&A Recruiting August 2003 - December 2005
AG Edwards June 2002 - August 2003
Xerox Authorized Sales Agency June 2000 - June 2002
Skills
Insurance, Customer Service, Small Business, Life Insurance, Term Life Insurance, Umbrella Insurance, Property & Casualty..., Leadership, Fixed Annuities, Commercial Insurance, Employee Benefits, Sales, Marketing, Account Management, Team Building
Education
Texas A&M University 1996 — 2000
BS, Biomedical Science
Marcus high schol
State Farm July 2010 - Present
SNI Financial/formerly Q&A Recruiting August 2003 - December 2005
AG Edwards June 2002 - August 2003
Xerox Authorized Sales Agency June 2000 - June 2002
Skills
Insurance, Customer Service, Small Business, Life Insurance, Term Life Insurance, Umbrella Insurance, Property & Casualty..., Leadership, Fixed Annuities, Commercial Insurance, Employee Benefits, Sales, Marketing, Account Management, Team Building
Education
Texas A&M University 1996 — 2000
BS, Biomedical Science
Marcus high schol
Stephanie Bass Stephanie Bass's A.G. Edwards Experience April 2005 - June 2006
Job Officer at Baylor Health Care System Foundation
Industry Nonprofit Organization Management
Experience
Baylor Scott & White Health January 2015 - Present
Friends of Wednesday's Child March 2013 - September 2013
CureSearch for Children's Cancer July 2012 - March 2013
Susan G. Komen for the Cure November 2006 - July 2012
Cambridge Holdings, Inc. June 2006 - October 2006
AG Edwards April 2005 - June 2006
Skills
Event Planning, Fundraising, Event Management, Public Relations, Social Media Marketing, Social Networking, Marketing Communications, Newsletters, Marketing, Social Media
Education
Stephen F. Austin State University 2002 — 2006
Bachelor, Business Administration
Baylor Scott & White Health January 2015 - Present
Friends of Wednesday's Child March 2013 - September 2013
CureSearch for Children's Cancer July 2012 - March 2013
Susan G. Komen for the Cure November 2006 - July 2012
Cambridge Holdings, Inc. June 2006 - October 2006
AG Edwards April 2005 - June 2006
Skills
Event Planning, Fundraising, Event Management, Public Relations, Social Media Marketing, Social Networking, Marketing Communications, Newsletters, Marketing, Social Media
Education
Stephen F. Austin State University 2002 — 2006
Bachelor, Business Administration
Cohen, David's A.G. Edwards Experience March 2005 - May 2007
Job Senior Financial Advisor. BPC Wealth Managment at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network May 2015 - Present
Wells Fargo Advisors May 2007 - May 2015
AG Edwards March 2005 - May 2007
Empire BlueCross BlueShield January 2000 - January 2004
Education
The University of Tennessee at Chattanooga
Bachelors in Finance
Wells Fargo Advisors Financial Network May 2015 - Present
Wells Fargo Advisors May 2007 - May 2015
AG Edwards March 2005 - May 2007
Empire BlueCross BlueShield January 2000 - January 2004
Education
The University of Tennessee at Chattanooga
Bachelors in Finance
Rachel Canales's A.G. Edwards Experience 1999 - 2001
Job Technology Services Support SMB Program Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard September 2014 - Present
Hewlett-Packard November 2012 - September 2014
Hewlett-Packard February 2010 - October 2012
Hewlett-Packard July 2009 - February 2010
ICF Consulting December 2001 - September 2005
AG Edwards 1999 - 2001
CompUSA 1997 - 1999
BCBSNM 1993 - 1996
Skills
Account Management, PMP, Program Management, Cross-functional Team..., Strategy, Management, Project Management, Process Improvement, Sales Process, Solution Selling, New Business Development, Enterprise Software, Sales Operations, Selling, HP, Training, Sales, Business Strategy, Leadership, Marketing, Team Building, Project Planning, Business Development, Marketing Strategy, CRM, Cloud Computing, Negotiation, Salesforce.com, Channel Partners, Direct Sales, Budgets, Strategic Partnerships, Product Marketing, Product Management, Integrated Marketing, Partner Management
Education
The University of New Mexico
BA, Organizational Communication
Hewlett-Packard September 2014 - Present
Hewlett-Packard November 2012 - September 2014
Hewlett-Packard February 2010 - October 2012
Hewlett-Packard July 2009 - February 2010
ICF Consulting December 2001 - September 2005
AG Edwards 1999 - 2001
CompUSA 1997 - 1999
BCBSNM 1993 - 1996
Skills
Account Management, PMP, Program Management, Cross-functional Team..., Strategy, Management, Project Management, Process Improvement, Sales Process, Solution Selling, New Business Development, Enterprise Software, Sales Operations, Selling, HP, Training, Sales, Business Strategy, Leadership, Marketing, Team Building, Project Planning, Business Development, Marketing Strategy, CRM, Cloud Computing, Negotiation, Salesforce.com, Channel Partners, Direct Sales, Budgets, Strategic Partnerships, Product Marketing, Product Management, Integrated Marketing, Partner Management
Education
The University of New Mexico
BA, Organizational Communication
Frank Burdick's A.G. Edwards Experience January 1993 - September 2007
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. September 2007 - Present
AG Edwards January 1993 - September 2007
Education
Texas A&M University 1976 — 1979
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. September 2007 - Present
AG Edwards January 1993 - September 2007
Education
Texas A&M University 1976 — 1979
Caroline Korn Caroline Korn's A.G. Edwards Experience June 1991 - December 1995
Job Senior Vice President at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Johanna Cox Johanna Cox's A.G. Edwards Experience July 2004 - January 2006
Job Events Director at True/False Film Fest
Industry Management Consulting
Experience
True/False Film Fest January 2010 - Present
Veterans United Home Loans September 2014 - Present
Veterans United Home Loans October 2013 - September 2014
Kaldi's Coffee May 2012 - October 2013
CreativeEnergi August 2008 - September 2012
Dillard's March 2011 - May 2012
COLORS- Columbia Locally Owned Retail & Services June 2009 - April 2011
Briggs & Riley Travelware August 2007 - August 2008
Self Employed February 2006 - August 2007
AG Edwards July 2004 - January 2006
Skills
Advertising, Budgets, CRM, Customer Service, Event Management, Event Planning, Integrated Marketing, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Press Releases, Product Marketing, Project Management, Public Relations, Public Speaking, Retail, Social Media, Social Media Marketing, Strategic Partnerships, Trade Shows, Strategic Planning
Education
Saint Joseph's College 1995 — 1999
Bachelor's Degree
Westover School 1992 — 1994
True/False Film Fest January 2010 - Present
Veterans United Home Loans September 2014 - Present
Veterans United Home Loans October 2013 - September 2014
Kaldi's Coffee May 2012 - October 2013
CreativeEnergi August 2008 - September 2012
Dillard's March 2011 - May 2012
COLORS- Columbia Locally Owned Retail & Services June 2009 - April 2011
Briggs & Riley Travelware August 2007 - August 2008
Self Employed February 2006 - August 2007
AG Edwards July 2004 - January 2006
Skills
Advertising, Budgets, CRM, Customer Service, Event Management, Event Planning, Integrated Marketing, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Press Releases, Product Marketing, Project Management, Public Relations, Public Speaking, Retail, Social Media, Social Media Marketing, Strategic Partnerships, Trade Shows, Strategic Planning
Education
Saint Joseph's College 1995 — 1999
Bachelor's Degree
Westover School 1992 — 1994
Brent Sutter, CIMA CFP Brent Sutter, CIMA CFP's A.G. Edwards Experience 1998 - 2009
Job Managing Director/ Branch Manager at Clayton Investment Associates
Industry Financial Services
Experience
Clayton Investment Associates July 2010 - Present
Wells Fargo Advisors, LLC September 1996 - July 2010
Ag Edwards 1998 - 2009
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, Series 63, Estate Planning, Portfolio Management, FINRA, Retirement, Uniform Combined State..., Series 24, Fixed Annuities, Alternative Investments, Financial Advisory, Asset Management, Securities, Asset Allocation, Certified Financial..., Bonds, Investment Strategies, ETFs, Wealth Management, Investments, Asset Managment, Series 31 Managed..., Personal Finance
Education
Southern Methodist University 1990 — 1994
BA/BA, Economics/Advertising
University of Pennsylvania - The Wharton School
CIMA
Clayton Investment Associates July 2010 - Present
Wells Fargo Advisors, LLC September 1996 - July 2010
Ag Edwards 1998 - 2009
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, Series 63, Estate Planning, Portfolio Management, FINRA, Retirement, Uniform Combined State..., Series 24, Fixed Annuities, Alternative Investments, Financial Advisory, Asset Management, Securities, Asset Allocation, Certified Financial..., Bonds, Investment Strategies, ETFs, Wealth Management, Investments, Asset Managment, Series 31 Managed..., Personal Finance
Education
Southern Methodist University 1990 — 1994
BA/BA, Economics/Advertising
University of Pennsylvania - The Wharton School
CIMA
Brian Vieselmeyer Brian Vieselmeyer's A.G. Edwards Experience April 2004 - November 2004
Job Financial Advisor at MassMutual The Westchester Agency
Industry Financial Services
Experience
MML Investor Services LLC May 2009 - Present
Northwestern Mutual May 2005 - May 2009
AG Edwards April 2004 - November 2004
Skills
Series 7, 9, 10, 53, 63...
Education
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Finance
MML Investor Services LLC May 2009 - Present
Northwestern Mutual May 2005 - May 2009
AG Edwards April 2004 - November 2004
Skills
Series 7, 9, 10, 53, 63...
Education
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelor of Science, Finance
ANIL MEKAPATI ANIL MEKAPATI's A.G. Edwards Experience February 2007 - April 2007
Job Sr ETL Developer and Cloudera Certified Developer for Apache Hadoop at AT&T
Industry Information Technology and Services
Experience
AT&T July 2014 - Present
VERIZON July 2012 - July 2014
Kaiser Permanente July 2010 - June 2012
Genentech February 2010 - July 2010
Kaiser Permanente August 2008 - January 2010
Level 3 Communications May 2007 - April 2008
AG EDWARDS February 2007 - April 2007
Skills
ETL, Oracle, Data Warehousing, Data Modeling, Informatica, Teradata, SDLC, Data Integration, PL/SQL, Business Intelligence, Data Warehouse..., DB2, Unix Shell Scripting, SQL, Erwin, Unix, Requirements Analysis, Microsoft SQL Server, Business Objects, SSIS
Education
Shivaji University 1999 — 2002
Master of Computer Applications (MCA), Computer Science
AT&T July 2014 - Present
VERIZON July 2012 - July 2014
Kaiser Permanente July 2010 - June 2012
Genentech February 2010 - July 2010
Kaiser Permanente August 2008 - January 2010
Level 3 Communications May 2007 - April 2008
AG EDWARDS February 2007 - April 2007
Skills
ETL, Oracle, Data Warehousing, Data Modeling, Informatica, Teradata, SDLC, Data Integration, PL/SQL, Business Intelligence, Data Warehouse..., DB2, Unix Shell Scripting, SQL, Erwin, Unix, Requirements Analysis, Microsoft SQL Server, Business Objects, SSIS
Education
Shivaji University 1999 — 2002
Master of Computer Applications (MCA), Computer Science
Coby Royer Coby Royer's A.G. Edwards Experience November 2003 - August 2006
Job Director of Product Management at CipherPoint Software, Inc.
Industry Information Technology and Services
Experience
CipherPoint Software, Inc. March 2013 - Present
Self Employed 2010 - 2013
Symplified, Inc. 2007 - 2010
VirtualLogger, LLC August 2006 - 2007
AG Edwards November 2003 - August 2006
Anheuser-Busch 2002 - 2003
American Express 1993 - 2002
Skills
Enterprise Architecture, Cloud Computing, SOA, SaaS, Enterprise Software, Agile Methodologies, Integration, Software Development, Web Services, Scrum, Architecture, Software Engineering, Unix, Security, IT Strategy, Pre-sales, Product Management, Java Enterprise Edition, Agile Project Management, SharePoint, Data Center, Databases, SDLC, Architectures, Office 365
Education
Penn State University 1983 — 1985
Graduate Work, Mathematics and Computer Science
Penn State University 1979 — 1983
BS, Molecular Biology
CipherPoint Software, Inc. March 2013 - Present
Self Employed 2010 - 2013
Symplified, Inc. 2007 - 2010
VirtualLogger, LLC August 2006 - 2007
AG Edwards November 2003 - August 2006
Anheuser-Busch 2002 - 2003
American Express 1993 - 2002
Skills
Enterprise Architecture, Cloud Computing, SOA, SaaS, Enterprise Software, Agile Methodologies, Integration, Software Development, Web Services, Scrum, Architecture, Software Engineering, Unix, Security, IT Strategy, Pre-sales, Product Management, Java Enterprise Edition, Agile Project Management, SharePoint, Data Center, Databases, SDLC, Architectures, Office 365
Education
Penn State University 1983 — 1985
Graduate Work, Mathematics and Computer Science
Penn State University 1979 — 1983
BS, Molecular Biology
Bethann McGrath Bethann McGrath's A.G. Edwards Experience June 1999 - June 2000
Job Executive Recruiter at APA Search
Industry Staffing and Recruiting
Experience
APA Search March 2011 - Present
AG Edwards June 1999 - June 2000
JPMorgan Chase January 1994 - June 1999
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Technical Recruiting, Talent Management, Sourcing, Staffing Services, Recruiting, Human Resources, Employee Relations, Succession Planning, Performance Management, New Business Development, Strategy, Team Building, Sales
Education
Roanoke College
Bachelor of Arts (BA), Psychology
APA Search March 2011 - Present
AG Edwards June 1999 - June 2000
JPMorgan Chase January 1994 - June 1999
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Technical Recruiting, Talent Management, Sourcing, Staffing Services, Recruiting, Human Resources, Employee Relations, Succession Planning, Performance Management, New Business Development, Strategy, Team Building, Sales
Education
Roanoke College
Bachelor of Arts (BA), Psychology
Mike Wernli Mike Wernli's A.G. Edwards Experience October 2004 - December 2005
Job VP of Operations at WellQuest Medical
Industry Health, Wellness and Fitness
Experience
WellQuest Medical 2013 - Present
American Republic Insurance Services 2012 - May 2013
TributeDirect and Galleon Marketing October 2010 - October 2011
Universal American January 2006 - October 2010
AG Edwards October 2004 - December 2005
Bankers Life and Casualty March 2004 - October 2004
Choices for Life June 2001 - March 2004
Skills
Leadership, Management, Distribution Building, Training, Personnel Development, Team Building, Recruiting, Insurance, Sales, Fixed Annuities, Long-term Care, Sales Management, Health Insurance, Personal Development, Team Leadership, Medicare Part D, Medical Practice..., Direct Sales, Customer Retention, Long Term Care Insurance, Healthcare, Medicare, Life Insurance, Managed Care
Education
Oklahoma Baptist University 1999 — 2001
MS, Marriage and Family Therapy
University of Oklahoma - Price College of Business 1994 — 1998
BBA, Finance
Ardmore High School 1990 — 1994
WellQuest Medical 2013 - Present
American Republic Insurance Services 2012 - May 2013
TributeDirect and Galleon Marketing October 2010 - October 2011
Universal American January 2006 - October 2010
AG Edwards October 2004 - December 2005
Bankers Life and Casualty March 2004 - October 2004
Choices for Life June 2001 - March 2004
Skills
Leadership, Management, Distribution Building, Training, Personnel Development, Team Building, Recruiting, Insurance, Sales, Fixed Annuities, Long-term Care, Sales Management, Health Insurance, Personal Development, Team Leadership, Medicare Part D, Medical Practice..., Direct Sales, Customer Retention, Long Term Care Insurance, Healthcare, Medicare, Life Insurance, Managed Care
Education
Oklahoma Baptist University 1999 — 2001
MS, Marriage and Family Therapy
University of Oklahoma - Price College of Business 1994 — 1998
BBA, Finance
Ardmore High School 1990 — 1994
Flynt Hughes Flynt Hughes's A.G. Edwards Experience June 2003 - April 2004
Job Regional Vice President at MetLife
Industry Financial Services
Experience
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
Owen McKannay Owen McKannay's A.G. Edwards Experience April 1997 - September 1999
Job Professional Handyman
Industry Building Materials
Experience
OSM Handyman Services 2011 - Present
Employed 2011 - 2011
Combined Insurance/Colonial Life January 2009 - October 2010
WAMU Investments January 2006 - January 2009
CUNA Mutual May 2002 - December 2005
Northwestern Trust March 2001 - March 2002
Fisher Investments September 1999 - January 2001
AG Edwards April 1997 - September 1999
NWT Resources December 1990 - April 1997
Schaller Forest Products January 1976 - January 1990
Skills
Strategic Planning, Sales, Business Development, B2B, Contract Negotiation, Account Management, Team Building, Time Management, New Business Development, Management, Marketing, Salesforce.com, Customer Service, Sales Operations, CRM
Education
University of Portland 1970 — 1974
BA, Communications
OSM Handyman Services 2011 - Present
Employed 2011 - 2011
Combined Insurance/Colonial Life January 2009 - October 2010
WAMU Investments January 2006 - January 2009
CUNA Mutual May 2002 - December 2005
Northwestern Trust March 2001 - March 2002
Fisher Investments September 1999 - January 2001
AG Edwards April 1997 - September 1999
NWT Resources December 1990 - April 1997
Schaller Forest Products January 1976 - January 1990
Skills
Strategic Planning, Sales, Business Development, B2B, Contract Negotiation, Account Management, Team Building, Time Management, New Business Development, Management, Marketing, Salesforce.com, Customer Service, Sales Operations, CRM
Education
University of Portland 1970 — 1974
BA, Communications
Charlie Edenbach Charlie Edenbach's A.G. Edwards Experience June 1995 - October 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2007 - Present
Wachovia Securities Inc October 2007 - December 2008
AG Edwards June 1995 - October 2007
American Power Conversion June 1992 - December 1994
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, 401k, Finance, IRAs, Alternative Investments, Securities, Financial Services, Fixed Income, Investment Strategies, Options
Education
St. Lawrence University 1985 — 1989
B.A., English
Portsmouth Abbey 1980 — 1985
Wells Fargo Advisors October 2007 - Present
Wachovia Securities Inc October 2007 - December 2008
AG Edwards June 1995 - October 2007
American Power Conversion June 1992 - December 1994
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, 401k, Finance, IRAs, Alternative Investments, Securities, Financial Services, Fixed Income, Investment Strategies, Options
Education
St. Lawrence University 1985 — 1989
B.A., English
Portsmouth Abbey 1980 — 1985
Drew Leavitt Drew Leavitt's A.G. Edwards Experience December 2003 - November 2004
Job Director, Corporate Accounting & Financial Reporting at The Neiman Marcus Group, Inc.
Industry Accounting
Experience
The Neiman Marcus Group, Inc. January 2011 - Present
Grant Thornton December 2004 - January 2011
AG Edwards December 2003 - November 2004
Education
The Master's College 2000 — 2003
The Neiman Marcus Group, Inc. January 2011 - Present
Grant Thornton December 2004 - January 2011
AG Edwards December 2003 - November 2004
Education
The Master's College 2000 — 2003
David Counts David Counts's A.G. Edwards Experience November 2007 - December 2007
Job FlashBoombang Studios, LLC.
Industry Design
Experience
FlashBoombang Studios, LLC. January 2008 - Present
AG Edwards November 2007 - December 2007
Washington University August 2007 - November 2007
Momentum Worldwide March 2007 - July 2007
Brighton Agency February 2007 - March 2007
Network Solutions June 2006 - February 2007
Creative Visions February 2006 - June 2006
Forest Park Southeast Development Corp. August 2004 - December 2005
Better Business Methods 2000 - 2002
Skills
3D Studio Max, Graphic Design, Flash, Dreamweaver, Illustrator, Web Design, Logo Design, Photoshop, Illustration, Art Direction, Animation, Motion Graphics, Layout, CSS
Education
Webster University 2004 — 2006
Digital Communicaiton, Graphic Design / Animation
DeSmet Jesuit High
OLP
St. Louis Community College
Degree - AAS, Graphic Communications
FlashBoombang Studios, LLC. January 2008 - Present
AG Edwards November 2007 - December 2007
Washington University August 2007 - November 2007
Momentum Worldwide March 2007 - July 2007
Brighton Agency February 2007 - March 2007
Network Solutions June 2006 - February 2007
Creative Visions February 2006 - June 2006
Forest Park Southeast Development Corp. August 2004 - December 2005
Better Business Methods 2000 - 2002
Skills
3D Studio Max, Graphic Design, Flash, Dreamweaver, Illustrator, Web Design, Logo Design, Photoshop, Illustration, Art Direction, Animation, Motion Graphics, Layout, CSS
Education
Webster University 2004 — 2006
Digital Communicaiton, Graphic Design / Animation
DeSmet Jesuit High
OLP
St. Louis Community College
Degree - AAS, Graphic Communications
Stephen Bleckler Stephen Bleckler's A.G. Edwards Experience 2001 - 2008
Job Senior Network Engineer Server Coordinator IV with Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2009 - Present
Wells Fargo Advisors, LLC 2001 - Present
Wells Fargo 2008 - 2009
AG Edwards 2001 - 2008
Education
University of Missouri-Rolla 1986 — 1991
BS in Computer Science, Computer Science/Engineer and Mathematics
Wells Fargo September 2009 - Present
Wells Fargo Advisors, LLC 2001 - Present
Wells Fargo 2008 - 2009
AG Edwards 2001 - 2008
Education
University of Missouri-Rolla 1986 — 1991
BS in Computer Science, Computer Science/Engineer and Mathematics
Robert Reed Mendelson Jr. CFP®'s A.G. Edwards Experience 1982 - 2007
Job Financial Advisor/ Vice President
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
AG Edwards 1982 - 2007
Education
george washington univ. 1970 — 1972
ba, political science
The George Washington University 1969 — 1972
Ameriprise Financial 2008 - Present
AG Edwards 1982 - 2007
Education
george washington univ. 1970 — 1972
ba, political science
The George Washington University 1969 — 1972
Keith Waters Keith Waters's A.G. Edwards Experience 2006 - 2007
Job Consultant at Maryville University
Industry Information Technology and Services
Experience
Consultant at Maryville University February 2015 - Present
Siemens October 2007 - February 2015
PSDOGS 2013 - 2014
AG Edwards 2006 - 2007
School Information Systems, Inc. July 2003 - June 2006
G. A. Sullivan September 2002 - December 2003
Pharmacia September 2001 - July 2002
Daugherty Systems January 1998 - May 2001
Price Waterhouse August 1989 - September 1997
Skills
Data Warehousing, Organizational..., K-12, Business Process Design, Business Intelligence, Strategic Planning, Salesforce.com, Cloud Computing, Requirements Analysis, SQL Server, Process Improvement, Change Management, SaaS, Proposal Writing, Process Engineering, Management Consulting, IT Management, New Business Development, SQL, Software Development, IT Strategy, Analysis, Project Planning, Business Process, Business Analysis, Business Process...
Education
University of Oklahoma 1969 — 1973
BS, Mathematics, Meteorology
Consultant at Maryville University February 2015 - Present
Siemens October 2007 - February 2015
PSDOGS 2013 - 2014
AG Edwards 2006 - 2007
School Information Systems, Inc. July 2003 - June 2006
G. A. Sullivan September 2002 - December 2003
Pharmacia September 2001 - July 2002
Daugherty Systems January 1998 - May 2001
Price Waterhouse August 1989 - September 1997
Skills
Data Warehousing, Organizational..., K-12, Business Process Design, Business Intelligence, Strategic Planning, Salesforce.com, Cloud Computing, Requirements Analysis, SQL Server, Process Improvement, Change Management, SaaS, Proposal Writing, Process Engineering, Management Consulting, IT Management, New Business Development, SQL, Software Development, IT Strategy, Analysis, Project Planning, Business Process, Business Analysis, Business Process...
Education
University of Oklahoma 1969 — 1973
BS, Mathematics, Meteorology
Arlan Dohrmann Arlan Dohrmann's A.G. Edwards Experience 1983 - 1989
Job Managing Director at Stern Brothers
Industry Investment Banking
Experience
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Angela M. Vitale Angela M. Vitale's A.G. Edwards Experience June 1988 - March 1993
Job Sales Associate at Padawer Bratton Wealth Management of Raymond James
Industry Financial Services
Experience
Padawer Bratton Wealth Management of Raymond James October 2013 - Present
AG Edwards June 1988 - March 1993
Education
Saint Louis University
Master of Business Administration (MBA)
Saint Louis University
Bachelor of Arts (B.A.), Political Science
St. Joseph's Academy
St. Joseph's Academy
Padawer Bratton Wealth Management of Raymond James October 2013 - Present
AG Edwards June 1988 - March 1993
Education
Saint Louis University
Master of Business Administration (MBA)
Saint Louis University
Bachelor of Arts (B.A.), Political Science
St. Joseph's Academy
St. Joseph's Academy
Cara Nocero's A.G. Edwards Experience September 2006 - December 2006
Job
Industry Information Technology and Services
Experience
Treeline Interactive March 2012 - Present
Community Research Foundation November 2011 - April 2012
Noble Americas Energy Solutions, LLC March 2011 - July 2011
Cypress Communications July 2007 - June 2010
AG Edwards September 2006 - December 2006
Cypress Communications May 2006 - August 2006
Skills
Customer Service, Microsoft Excel, Strategic Planning, Project Management, Microsoft Office, Account Management, Budgets, Leadership, Accounting, Process Improvement, Financial Analysis, Analysis, Program Management, Social Media, Access, Management, Research, Training, Sales, Team Building, Marketing, Data Analysis, Software Documentation, Coaching, Vendor Management, Human Resources, Networking
Education
University of Kentucky 2003 — 2007
Bachelor's Degree, Economics
Holmes High School 2000 — 2003
International Baccalaureate, Commonwealth Diploma
Treeline Interactive March 2012 - Present
Community Research Foundation November 2011 - April 2012
Noble Americas Energy Solutions, LLC March 2011 - July 2011
Cypress Communications July 2007 - June 2010
AG Edwards September 2006 - December 2006
Cypress Communications May 2006 - August 2006
Skills
Customer Service, Microsoft Excel, Strategic Planning, Project Management, Microsoft Office, Account Management, Budgets, Leadership, Accounting, Process Improvement, Financial Analysis, Analysis, Program Management, Social Media, Access, Management, Research, Training, Sales, Team Building, Marketing, Data Analysis, Software Documentation, Coaching, Vendor Management, Human Resources, Networking
Education
University of Kentucky 2003 — 2007
Bachelor's Degree, Economics
Holmes High School 2000 — 2003
International Baccalaureate, Commonwealth Diploma
Lynn Schmidt, PMP Lynn Schmidt, PMP's A.G. Edwards Experience March 1999 - February 2004
Job Senior Vice President/Manager Project Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Leo Sala Leo Sala's A.G. Edwards Experience 1987 - May 1999
Job Senior Agent Banker's Life and Casualty
Industry Insurance
Experience
World Institute of Surgical Excellence October 2012 - Present
Leo Sala Enterprises May 2012 - Present
Construct Corps June 2011 - April 2012
Morgan Stanley December 2004 - July 2007
AG Edwards 1987 - May 1999
Skills
Sales Management, Contract Negotiation, Customer Relations, Recruiting, Sales, Account Management, Team Building, New Business Development, Negotiation, Operations Management, Salesforce.com, Forecasting, B2B, Process Scheduler, Strategic Planning, Budgets, Business Strategy, Management, Sales Operations, Coaching, Team Leadership, Cold Calling, Business Development
Education
University of South Florida 1978 — 1983
BA, History
Berkeley Prep 1975 — 1978
World Institute of Surgical Excellence October 2012 - Present
Leo Sala Enterprises May 2012 - Present
Construct Corps June 2011 - April 2012
Morgan Stanley December 2004 - July 2007
AG Edwards 1987 - May 1999
Skills
Sales Management, Contract Negotiation, Customer Relations, Recruiting, Sales, Account Management, Team Building, New Business Development, Negotiation, Operations Management, Salesforce.com, Forecasting, B2B, Process Scheduler, Strategic Planning, Budgets, Business Strategy, Management, Sales Operations, Coaching, Team Leadership, Cold Calling, Business Development
Education
University of South Florida 1978 — 1983
BA, History
Berkeley Prep 1975 — 1978
Alan Gorlick Alan Gorlick's A.G. Edwards Experience November 2001 - May 2007
Job CEO at Gorlick Financial Strategies
Industry Financial Services
Experience
Gorlick Financial Strategies 2011 - Present
University of Phoenix October 1994 - Present
Bank of America Merrill Lynch May 2007 - August 2011
AG Edwards November 2001 - May 2007
Skills
Risk Management, Retirement Planning, Simulation, Investments
Education
Rensselaer Polytechnic Institute 1966 — 1970
BS, Electrical Engineering
University of West Florida - College of Business
MBA
Gorlick Financial Strategies 2011 - Present
University of Phoenix October 1994 - Present
Bank of America Merrill Lynch May 2007 - August 2011
AG Edwards November 2001 - May 2007
Skills
Risk Management, Retirement Planning, Simulation, Investments
Education
Rensselaer Polytechnic Institute 1966 — 1970
BS, Electrical Engineering
University of West Florida - College of Business
MBA
Scott Barwick Scott Barwick's A.G. Edwards Experience January 2003 - September 2003
Job Senior Financial Manager at Allstate
Industry Insurance
Experience
Allstate December 2011 - Present
Allstate January 2008 - January 2011
Allstate March 2005 - December 2007
Allstate October 2003 - March 2005
AG Edwards January 2003 - September 2003
COUNTRY ® Financial October 1999 - August 2002
Illinois Farm Bureau May 1999 - September 1999
Education
University of Illinois at Chicago 2002 — 2003
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Agri-business
Allstate December 2011 - Present
Allstate January 2008 - January 2011
Allstate March 2005 - December 2007
Allstate October 2003 - March 2005
AG Edwards January 2003 - September 2003
COUNTRY ® Financial October 1999 - August 2002
Illinois Farm Bureau May 1999 - September 1999
Education
University of Illinois at Chicago 2002 — 2003
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Agri-business
Bill Shank Bill Shank's A.G. Edwards Experience 2003 - October 2006
Job President Shank Wealth Management. Securities Offered Through LPL Financial. Member FINRA/SIPC
Industry Financial Services
Experience
Shank Wealth Management January 2006 - Present
Kingwood Medical Center: HCA Affiliated Hospital 2006 - Present
Southern Texas PGA 2004 - Present
Be An Angel Fund 2000 - Present
Houston Livestock Show and Rodeo 1991 - Present
Houston Livestock Show and Rodeo 1991 - Present
AG Edwards 2003 - October 2006
Lake Houston Area Chamber of Commerce 2000 - 2006
Edward Jones 1994 - 2003
Bealls Department Stores 1970 - 1986
Education
Texas Tech University - Rawls College of Business 1965 — 1970
BBA, Finance and Management
Texas Military Institute
Shank Wealth Management January 2006 - Present
Kingwood Medical Center: HCA Affiliated Hospital 2006 - Present
Southern Texas PGA 2004 - Present
Be An Angel Fund 2000 - Present
Houston Livestock Show and Rodeo 1991 - Present
Houston Livestock Show and Rodeo 1991 - Present
AG Edwards 2003 - October 2006
Lake Houston Area Chamber of Commerce 2000 - 2006
Edward Jones 1994 - 2003
Bealls Department Stores 1970 - 1986
Education
Texas Tech University - Rawls College of Business 1965 — 1970
BBA, Finance and Management
Texas Military Institute
Gae Linfoot Gae Linfoot's A.G. Edwards Experience January 1989 - November 2001
Job Financial Consultant at Liberty Capital Investment Corporation
Industry Financial Services
Experience
Heart Gallery 2008 - Present
Liberty Capital Investment Corporation November 2001 - Present
CASA Multnomah Washington County 1997 - Present
AG Edwards January 1989 - November 2001
Dean Witter March 1982 - February 1989
Skills
Retirement Planning, Investments, Insurance, Annuities, Financial Planning, Wealth Management, Asset Management, Strategic Financial..., Disability Insurance, Finance, Fixed Annuities, Small Business, Financial Services, Mutual Funds, Long-term Care, Asset Allocation, Health Insurance, Retirement, Personal Finance, Team Building, Leadership, Marketing, Strategic Planning, Wealth, Portfolio Management, Customer Service, Financial Advisory, Risk Management
Education
Franklin High School
Portland State University
B.S., Administration of Justice
Heart Gallery 2008 - Present
Liberty Capital Investment Corporation November 2001 - Present
CASA Multnomah Washington County 1997 - Present
AG Edwards January 1989 - November 2001
Dean Witter March 1982 - February 1989
Skills
Retirement Planning, Investments, Insurance, Annuities, Financial Planning, Wealth Management, Asset Management, Strategic Financial..., Disability Insurance, Finance, Fixed Annuities, Small Business, Financial Services, Mutual Funds, Long-term Care, Asset Allocation, Health Insurance, Retirement, Personal Finance, Team Building, Leadership, Marketing, Strategic Planning, Wealth, Portfolio Management, Customer Service, Financial Advisory, Risk Management
Education
Franklin High School
Portland State University
B.S., Administration of Justice
John Pingel John Pingel's A.G. Edwards Experience August 2005 - Present
Job Oracle Performance Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo 2008 - Present
AG Edwards August 2005 - Present
MasterCard International 2004 - 2005
Ameren January 2003 - June 2004
Oracle Consulting 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1994 — 1998
MS, Business Administration - MBA
University of Missouri-Rolla 1989 — 1992
BS, Computer Science
Wells Fargo 2008 - Present
AG Edwards August 2005 - Present
MasterCard International 2004 - 2005
Ameren January 2003 - June 2004
Oracle Consulting 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1994 — 1998
MS, Business Administration - MBA
University of Missouri-Rolla 1989 — 1992
BS, Computer Science
Kelly Barton Rogers Kelly Barton Rogers's A.G. Edwards Experience June 2003 - June 2004
Job Business Development Consultant at Octane MediaWorks
Industry Online Media
Experience
Octane MediaWorks August 2012 - Present
Baker & Taylor February 2011 - August 2012
BWE / InterActive Corp. (IAC) January 2008 - June 2009
Bennett & Goldsmith, LLC June 2006 - October 2008
RolloverSystems June 2005 - June 2006
AG Edwards June 2003 - June 2004
PeopleSoft 2003 - 2004
YOUcentric February 2000 - June 2003
Union Camp 1995 - 1996
Skills
Entrepreneurship, Enterprise Software, Product Marketing, Project Management, Marketing, Integration, Portfolio Management, Customer Service, Product Development, Asset Management, CRM, Professional Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor of Science (BS), Environmental Science
Octane MediaWorks August 2012 - Present
Baker & Taylor February 2011 - August 2012
BWE / InterActive Corp. (IAC) January 2008 - June 2009
Bennett & Goldsmith, LLC June 2006 - October 2008
RolloverSystems June 2005 - June 2006
AG Edwards June 2003 - June 2004
PeopleSoft 2003 - 2004
YOUcentric February 2000 - June 2003
Union Camp 1995 - 1996
Skills
Entrepreneurship, Enterprise Software, Product Marketing, Project Management, Marketing, Integration, Portfolio Management, Customer Service, Product Development, Asset Management, CRM, Professional Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor of Science (BS), Environmental Science
Anupa R Anupa R's A.G. Edwards Experience July 2007 - March 2008
Job ETL Developer
Industry Information Technology and Services
Experience
Infoblox July 2014 - Present
Sony Computer Entertainment America LLC September 2010 - July 2014
Aspen Marketing Services June 2010 - August 2010
Nokia Siemens January 2009 - April 2010
Health Markets April 2008 - November 2008
AG Edwards July 2007 - March 2008
Skills
ETL, Oracle, Unix, Data Warehousing, PL/SQL, Informatica, Business Objects, Talend, Java, Databases, XML, Unix Shell Scripting, SQL, Integration, Bussiness Objects, Shell Scripting, Linux, salesforce, Web Services, WSDL, SOAP, REST, APIs, Powershell, Analysis, Data Analysis, C++
Education
Southern Illinois University, Edwardsville
Master of Science (M.S.), Electrical & Computers Engineering
Infoblox July 2014 - Present
Sony Computer Entertainment America LLC September 2010 - July 2014
Aspen Marketing Services June 2010 - August 2010
Nokia Siemens January 2009 - April 2010
Health Markets April 2008 - November 2008
AG Edwards July 2007 - March 2008
Skills
ETL, Oracle, Unix, Data Warehousing, PL/SQL, Informatica, Business Objects, Talend, Java, Databases, XML, Unix Shell Scripting, SQL, Integration, Bussiness Objects, Shell Scripting, Linux, salesforce, Web Services, WSDL, SOAP, REST, APIs, Powershell, Analysis, Data Analysis, C++
Education
Southern Illinois University, Edwardsville
Master of Science (M.S.), Electrical & Computers Engineering
Gregg Everett, CIMA®, CRPC® Gregg Everett, CIMA®, CRPC®'s A.G. Edwards Experience 1995 - 1996
Job VP/ OppenheimerFunds North Florida Regional Sales Manager
Industry Financial Services
Experience
Oppenheimer Funds 1998 - Present
Alliance / Bernstein 1996 - 1998
AG Edwards 1995 - 1996
Nori Hennion Walsh 1993 - 1995
Education
Stockton University 1989 — 1993
BA, Business
Oppenheimer Funds 1998 - Present
Alliance / Bernstein 1996 - 1998
AG Edwards 1995 - 1996
Nori Hennion Walsh 1993 - 1995
Education
Stockton University 1989 — 1993
BA, Business
Scott Parres Scott Parres's A.G. Edwards Experience February 2004 - April 2004
Job Director, Field Training at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts June 2010 - Present
Citi June 2006 - June 2010
Edward Jones April 2004 - June 2006
AG Edwards February 2004 - April 2004
Edward Jones April 2000 - February 2004
General Electric July 1995 - April 2000
Skills
Training, Leadership, Coaching, Public Speaking, Consulting, Management, Marketing, Process Improvement, Sales, Leadership Development, Time Management
Education
Truman State University 1984 — 1988
Bachelor of Science in Education, Social Science
Express Scripts June 2010 - Present
Citi June 2006 - June 2010
Edward Jones April 2004 - June 2006
AG Edwards February 2004 - April 2004
Edward Jones April 2000 - February 2004
General Electric July 1995 - April 2000
Skills
Training, Leadership, Coaching, Public Speaking, Consulting, Management, Marketing, Process Improvement, Sales, Leadership Development, Time Management
Education
Truman State University 1984 — 1988
Bachelor of Science in Education, Social Science
Kimberly Edgar Kimberly Edgar's A.G. Edwards Experience April 1996 - April 1998
Job Vice PresidentSurety Underwriting
Industry Insurance
Experience
The Bar Plan Mutual Insurance Company November 1999 - Present
The Bar Plan Mutual Insurance Company 1999 - Present
AG Edwards April 1996 - April 1998
Skills
Underwriting, Insurance, Surety, Surety Bonds, Property & Casualty..., Bonds, Customer Service, Commercial Insurance, Insurance Law, Workers Compensation
Education
University of Missouri-Saint Louis 1992 — 1994
Bachelor of Science, Criminal Justice
The Bar Plan Mutual Insurance Company November 1999 - Present
The Bar Plan Mutual Insurance Company 1999 - Present
AG Edwards April 1996 - April 1998
Skills
Underwriting, Insurance, Surety, Surety Bonds, Property & Casualty..., Bonds, Customer Service, Commercial Insurance, Insurance Law, Workers Compensation
Education
University of Missouri-Saint Louis 1992 — 1994
Bachelor of Science, Criminal Justice
Randy Sybert Randy Sybert's A.G. Edwards Experience September 1982 - May 2008
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
AG Edwards September 1982 - May 2008
Skills
Financial Advisory
Education
University of Arkansas at Little Rock 1968 — 1972
Bachelor of Arts (BA), Advertising
Raymond James May 2008 - Present
AG Edwards September 1982 - May 2008
Skills
Financial Advisory
Education
University of Arkansas at Little Rock 1968 — 1972
Bachelor of Arts (BA), Advertising
Sean Pendray Sean Pendray's A.G. Edwards Experience July 2001 - March 2002
Job Owner at Pendray Financial Advisory inc.
Industry Financial Services
Experience
Pendray Financial Advisory/Synergy Settlements June 2013 - Present
Pendray Financial Advisory inc. June 2013 - Present
Millennium Settlements October 2004 - May 2013
Citicorp Investment Services/Citibank March 2002 - August 2003
AG EDWARDS July 2001 - March 2002
First Union Securities February 1996 - July 2001
Paine Webber June 1994 - March 1996
Bear Stearns August 1993 - June 1994
Skills
Estate Planning, Equities, Financial Planners, Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Retirement, Asset Managment, Portfolio Management, Wealth Management, Long-term Care, Life Insurance, Investment Advisory, Mutual Funds, Risk Management, Asset Allocation, Securities, Public Speaking, Asset Management
Education
University of Miami - School of Business 1991 — 1993
MPA, Public Administration
Florida State University 1988 — 1992
Bachelor of Science, Political Science/Psychology
Westminster
Pendray Financial Advisory/Synergy Settlements June 2013 - Present
Pendray Financial Advisory inc. June 2013 - Present
Millennium Settlements October 2004 - May 2013
Citicorp Investment Services/Citibank March 2002 - August 2003
AG EDWARDS July 2001 - March 2002
First Union Securities February 1996 - July 2001
Paine Webber June 1994 - March 1996
Bear Stearns August 1993 - June 1994
Skills
Estate Planning, Equities, Financial Planners, Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Retirement, Asset Managment, Portfolio Management, Wealth Management, Long-term Care, Life Insurance, Investment Advisory, Mutual Funds, Risk Management, Asset Allocation, Securities, Public Speaking, Asset Management
Education
University of Miami - School of Business 1991 — 1993
MPA, Public Administration
Florida State University 1988 — 1992
Bachelor of Science, Political Science/Psychology
Westminster
Douglas Heck's A.G. Edwards Experience July 2006 - October 2009
Job VP, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Tina O'Dell's A.G. Edwards Experience September 1995 - November 1995
Job Skilled Marketing & Management Professional, Social Media Enthusiast, Senior Manager, Field Marketing @JuniperNetworks
Industry Information Technology and Services
Experience
Juniper Networks March 2015 - Present
CentraComm January 2009 - March 2015
TSO Consulting July 2007 - December 2011
CentraComm January 2009 - March 2011
Progressive Radiology of Ohio October 2004 - July 2007
Microsoft January 1996 - October 2004
Great Plains Software December 2001 - April 2002
Solomon Software January 1996 - December 2001
AG Edwards September 1995 - November 1995
Ohio Northern University September 1992 - November 1995
Skills
Product Marketing, Strategy, Marketing Strategy, Account Management, Email Marketing, Strategic Partnerships, Social Media Marketing, People-oriented, Project Management, Project Planning, New Business Development, Leadership, Program Management, Customer Service, Marketing, Social Media, Event Planning, B2B, Social Networking, Marketing Communications, Cross-functional Team..., Sales, SaaS, Creative Problem Solving, Connecting People, Lead Generation, Integrated Marketing, Business Planning, Salesforce.com, Marketing Management, Team Building, Visioning, Vendor Relations, Customer Relations, Resource Development, Idea Generation, Demand Generation, Advertising, Resource Management, Collaborative Problem..., Multi-channel Marketing, Go-to-market Strategy, Training, Security, Cloud Computing, Product Management, Start-ups, Solution Selling, Business Development, Management
Education
Ohio Northern University 1992 — 1995
BSBA, Finance, Management, Pre-Law
New London High School
Juniper Networks March 2015 - Present
CentraComm January 2009 - March 2015
TSO Consulting July 2007 - December 2011
CentraComm January 2009 - March 2011
Progressive Radiology of Ohio October 2004 - July 2007
Microsoft January 1996 - October 2004
Great Plains Software December 2001 - April 2002
Solomon Software January 1996 - December 2001
AG Edwards September 1995 - November 1995
Ohio Northern University September 1992 - November 1995
Skills
Product Marketing, Strategy, Marketing Strategy, Account Management, Email Marketing, Strategic Partnerships, Social Media Marketing, People-oriented, Project Management, Project Planning, New Business Development, Leadership, Program Management, Customer Service, Marketing, Social Media, Event Planning, B2B, Social Networking, Marketing Communications, Cross-functional Team..., Sales, SaaS, Creative Problem Solving, Connecting People, Lead Generation, Integrated Marketing, Business Planning, Salesforce.com, Marketing Management, Team Building, Visioning, Vendor Relations, Customer Relations, Resource Development, Idea Generation, Demand Generation, Advertising, Resource Management, Collaborative Problem..., Multi-channel Marketing, Go-to-market Strategy, Training, Security, Cloud Computing, Product Management, Start-ups, Solution Selling, Business Development, Management
Education
Ohio Northern University 1992 — 1995
BSBA, Finance, Management, Pre-Law
New London High School
Jeffrey Ockerman Jeffrey Ockerman's A.G. Edwards Experience May 2004 - July 2006
Job Retired Account Manger OnX
Industry Information Technology and Services
Experience
OnX Enterprise Solutions December 2013 - Present
OnX Enterprise Solutions July 2006 - November 2013
AG Edwards May 2004 - July 2006
Hewlett-Packard May 2001 - April 2004
Premier Systems Integrators March 1997 - May 2001
Georgia-Pacific LLC November 1995 - March 1997
Bellsouth Enterprises Inc February 1981 - November 1995
Skills
Leadership, Solution Selling, CRM, Project Management, Cloud Computing, Enterprise Software, Team Leadership, Unix, SAP, Salesforce.com, Management, Information Technology, IT Infrastructure Design, IT Infrastructure...
Education
University of South Florida 1978 — 1980
Bachelor's degree, Business Administration, Management and Operations
OnX Enterprise Solutions December 2013 - Present
OnX Enterprise Solutions July 2006 - November 2013
AG Edwards May 2004 - July 2006
Hewlett-Packard May 2001 - April 2004
Premier Systems Integrators March 1997 - May 2001
Georgia-Pacific LLC November 1995 - March 1997
Bellsouth Enterprises Inc February 1981 - November 1995
Skills
Leadership, Solution Selling, CRM, Project Management, Cloud Computing, Enterprise Software, Team Leadership, Unix, SAP, Salesforce.com, Management, Information Technology, IT Infrastructure Design, IT Infrastructure...
Education
University of South Florida 1978 — 1980
Bachelor's degree, Business Administration, Management and Operations
Melanie Nesbit Melanie Nesbit's A.G. Edwards Experience October 2005 - July 2007
Job Project Coordinator at Enterpirse Rent A Car
Industry Information Technology and Services
Experience
Enterpirse Rent A Car April 2012 - Present
Enterprise Holdings July 2009 - April 2012
AG Edwards October 2005 - July 2007
Skills
Customer Service, Management, Project Management, Microsoft Excel, Leadership, Training
Education
Southwestern Illinois College 2001 — 2003
Business Administration and Management, General
O'Fallon Township High School 1997 — 2001
Diploma
Enterpirse Rent A Car April 2012 - Present
Enterprise Holdings July 2009 - April 2012
AG Edwards October 2005 - July 2007
Skills
Customer Service, Management, Project Management, Microsoft Excel, Leadership, Training
Education
Southwestern Illinois College 2001 — 2003
Business Administration and Management, General
O'Fallon Township High School 1997 — 2001
Diploma
Jason Hayner Jason Hayner's A.G. Edwards Experience January 2005 - April 2005
Job Financial Analyst at Sears Home Improvement Products
Industry Accounting
Experience
Sears Home Improvement Products October 2014 - Present
Gartner January 2010 - September 2014
Gartner April 2007 - December 2009
Gartner September 2006 - April 2007
LandMark Land Consultants September 2005 - September 2006
AG Edwards January 2005 - April 2005
Masterbuilders Construction May 2004 - January 2005
H&R Block October 2003 - April 2004
Skills
Financial Analysis, financial reporting, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Account Management, Accounting, Analysis, Budgets, Financial Reporting, Forecasting, Training
Education
University of Central Florida - College of Business Administration 1998 — 2003
Bachelors of Science, Finance, General, Cum Laude
Sears Home Improvement Products October 2014 - Present
Gartner January 2010 - September 2014
Gartner April 2007 - December 2009
Gartner September 2006 - April 2007
LandMark Land Consultants September 2005 - September 2006
AG Edwards January 2005 - April 2005
Masterbuilders Construction May 2004 - January 2005
H&R Block October 2003 - April 2004
Skills
Financial Analysis, financial reporting, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Account Management, Accounting, Analysis, Budgets, Financial Reporting, Forecasting, Training
Education
University of Central Florida - College of Business Administration 1998 — 2003
Bachelors of Science, Finance, General, Cum Laude
Thomas Kee Thomas Kee's A.G. Edwards Experience 1995 - 1997
Job President & CEO of Stock Traders Daily
Industry Financial Services
Experience
Stock Traders Daily CEOStock Traders DailyJanuary 2000 - Present
Morgan Stanley January 1997 - December 1999
AG Edwards 1995 - 1997
Smith Barney 1993 - 1995
Skills
Technical Analysis, Trading Strategies, Trading, Risk Management, Electronic Trading, Investments, Finance, Strategy, Alternative Investments, Stock Market, Hedge Funds, Economics, Stocks
Education
Saint Mary's College of California 1988 — 1992
BA, Economics and Business
Stock Traders Daily CEOStock Traders DailyJanuary 2000 - Present
Morgan Stanley January 1997 - December 1999
AG Edwards 1995 - 1997
Smith Barney 1993 - 1995
Skills
Technical Analysis, Trading Strategies, Trading, Risk Management, Electronic Trading, Investments, Finance, Strategy, Alternative Investments, Stock Market, Hedge Funds, Economics, Stocks
Education
Saint Mary's College of California 1988 — 1992
BA, Economics and Business
Frank Baglione Frank Baglione's A.G. Edwards Experience June 1993 - May 1995
Job Senior Project Manager III at TD
Industry Information Technology and Services
Experience
TD Bank March 2014 - Present
Computer Sciences Corporation April 2004 - March 2014
Riverview Market July 2004 - January 2006
Bose Corporation July 1995 - May 2004
AG Edwards June 1993 - May 1995
United States Army May 1979 - August 1992
Skills
Project Management, Project Planning, Leadership, Business Process..., PMO, Management, Program Management, MS Project, Cross-functional Team..., SDLC, Requirements Analysis, Project Portfolio..., PMP, Vendor Management, Software Project..., Outsourcing, Training, IT Management, Integration, IT Strategy, Business Analysis
Education
Norwich University 1974 — 1978
Education
Norwood High
Norwood High
TD Bank March 2014 - Present
Computer Sciences Corporation April 2004 - March 2014
Riverview Market July 2004 - January 2006
Bose Corporation July 1995 - May 2004
AG Edwards June 1993 - May 1995
United States Army May 1979 - August 1992
Skills
Project Management, Project Planning, Leadership, Business Process..., PMO, Management, Program Management, MS Project, Cross-functional Team..., SDLC, Requirements Analysis, Project Portfolio..., PMP, Vendor Management, Software Project..., Outsourcing, Training, IT Management, Integration, IT Strategy, Business Analysis
Education
Norwich University 1974 — 1978
Education
Norwood High
Norwood High
Allan Kremer Allan Kremer's A.G. Edwards Experience 1989 - 2004
Job Accounting IS Programmer/Analyst at Bryan Cave
Industry Information Technology and Services
Experience
Bryan Cave April 2010 - Present
Western Physicians Data Service June 2009 - April 2010
Heartland Bank July 2007 - September 2008
Advanced Resources March 2007 - July 2007
Solution Consultants March 2006 - March 2007
May Department Stores July 2005 - March 2006
Kanbay April 2004 - May 2005
A.G. Edwards & Sons, Inc. January 1989 - April 2004
AG Edwards 1989 - 2004
A. G. Edwards & Sons/Wachovia Securities 1989 - 2004
Skills
SDLC, Business Analysis, DB2, Data Warehousing, COBOL, Access, Testing, Requirements Analysis, Microsoft SQL Server, Analysis, Project Management, Software Development, Databases, VSAM, Visual Basic, Visio, Java, Risk Management, Process Improvement, SQL, Test Planning, Mainframe, FTP, CICS, Integration, VB.NET, IBM Mainframe, SharePoint, Software Documentation, Crystal Reports, Requirements Gathering, Business Process, Program Management, Disaster Recovery, Business Intelligence, T-SQL, Systems Analysis, Oracle, Unix, Software Project..., Database Design, Enterprise Architecture, IT Management, System Administration, SSIS, SOA
Education
University of Missouri-Columbia 1980 — 1984
B.A., Interdisciplinary Studies with an Emphasis on Computer Science
Bryan Cave April 2010 - Present
Western Physicians Data Service June 2009 - April 2010
Heartland Bank July 2007 - September 2008
Advanced Resources March 2007 - July 2007
Solution Consultants March 2006 - March 2007
May Department Stores July 2005 - March 2006
Kanbay April 2004 - May 2005
A.G. Edwards & Sons, Inc. January 1989 - April 2004
AG Edwards 1989 - 2004
A. G. Edwards & Sons/Wachovia Securities 1989 - 2004
Skills
SDLC, Business Analysis, DB2, Data Warehousing, COBOL, Access, Testing, Requirements Analysis, Microsoft SQL Server, Analysis, Project Management, Software Development, Databases, VSAM, Visual Basic, Visio, Java, Risk Management, Process Improvement, SQL, Test Planning, Mainframe, FTP, CICS, Integration, VB.NET, IBM Mainframe, SharePoint, Software Documentation, Crystal Reports, Requirements Gathering, Business Process, Program Management, Disaster Recovery, Business Intelligence, T-SQL, Systems Analysis, Oracle, Unix, Software Project..., Database Design, Enterprise Architecture, IT Management, System Administration, SSIS, SOA
Education
University of Missouri-Columbia 1980 — 1984
B.A., Interdisciplinary Studies with an Emphasis on Computer Science
Peter Santana Peter Santana's A.G. Edwards Experience 2005 - 2007
Job My mission is to create a model business that honors God and serves people by operating according to the highest values
Industry Real Estate
Experience
The Keator Group of National Agents Alliance February 2015 - Present
Law Office Peter J Santana January 2008 - Present
WHITE ROSE FOODS , INC. 2015 - 2015
WHITE ROSE FOODS , INC. 2015 - 2015
Coldwell Banker Residential Brokerage December 2012 - December 2014
BeamaLife Corporation April 2011 - August 2012
Northwestern Mutual 2007 - 2008
AG Edwards 2005 - 2007
Law Office of Peter J. Santana 1996 - 2005
Tobin Reitman Greenstein Caruso Wiener & Konray March 1992 - January 1996
Skills
Litigation, Estate Planning, Legal Research, Civil Litigation, Courts, Personal Injury, Workers Compensation, Litigation Support, Health Insurance, Product Liability, Legal Writing, Employee Benefits, Insurance, Liability, Life Insurance, Mediation, Personal Injury..., Real Estate, Real Estate Transactions, Trials, Small Business, Corporate Law, Retirement
Education
Rutgers University School of Law - Newark 1976 — 1979
JD
Wesleyan University 1969 — 1974
BA, Government
Cardinal Hayes High School 1965 — 1969
Regents HS Diploma
The Keator Group of National Agents Alliance February 2015 - Present
Law Office Peter J Santana January 2008 - Present
WHITE ROSE FOODS , INC. 2015 - 2015
WHITE ROSE FOODS , INC. 2015 - 2015
Coldwell Banker Residential Brokerage December 2012 - December 2014
BeamaLife Corporation April 2011 - August 2012
Northwestern Mutual 2007 - 2008
AG Edwards 2005 - 2007
Law Office of Peter J. Santana 1996 - 2005
Tobin Reitman Greenstein Caruso Wiener & Konray March 1992 - January 1996
Skills
Litigation, Estate Planning, Legal Research, Civil Litigation, Courts, Personal Injury, Workers Compensation, Litigation Support, Health Insurance, Product Liability, Legal Writing, Employee Benefits, Insurance, Liability, Life Insurance, Mediation, Personal Injury..., Real Estate, Real Estate Transactions, Trials, Small Business, Corporate Law, Retirement
Education
Rutgers University School of Law - Newark 1976 — 1979
JD
Wesleyan University 1969 — 1974
BA, Government
Cardinal Hayes High School 1965 — 1969
Regents HS Diploma
Hsiang Wong Hsiang Wong's A.G. Edwards Experience October 2002 - April 2005
Job Software Engineer at DeNA
Industry Computer Software
Experience
DeNA January 2013 - Present
ngmoco July 2011 - December 2012
Lionside August 2010 - June 2011
Lapis Matrix, Inc September 2008 - July 2010
Technijian November 2007 - September 2008
Planetwide Games September 2006 - November 2007
Planetwide Games February 2006 - September 2006
Planetwide Games November 2005 - February 2006
Planetwide Games March 2005 - November 2005
AG Edwards October 2002 - April 2005
Skills
Drupal, Java, InstallShield, Visual Basic, PHP, HTML
Education
University of California, Irvine 2000 — 2005
Sociology, Information & Computer Science
DeNA January 2013 - Present
ngmoco July 2011 - December 2012
Lionside August 2010 - June 2011
Lapis Matrix, Inc September 2008 - July 2010
Technijian November 2007 - September 2008
Planetwide Games September 2006 - November 2007
Planetwide Games February 2006 - September 2006
Planetwide Games November 2005 - February 2006
Planetwide Games March 2005 - November 2005
AG Edwards October 2002 - April 2005
Skills
Drupal, Java, InstallShield, Visual Basic, PHP, HTML
Education
University of California, Irvine 2000 — 2005
Sociology, Information & Computer Science
Tim Holtan Tim Holtan's A.G. Edwards Experience June 2000 - September 2000
Job Senior Product Manager at GE Intelligent Platforms
Industry Oil & Energy
Experience
GE Intelligent Platforms August 2015 - Present
GE Intelligent Platforms June 2011 - August 2015
GE Intelligent Platforms February 2011 - June 2011
SmartSignal November 2008 - January 2011
SmartSignal June 2007 - November 2008
SmartSignal January 2003 - June 2007
AG Edwards June 2000 - September 2000
Premcor Refining 1998 - 1999
ExxonMobil (Mobil Oil Corporation) June 1990 - September 1998
Skills
Engineering, Energy, Start-ups, Process Engineering, Management, Business Development, Petroleum, Leadership, Project Management, Power Generation, Analytics, Process Optimization, Energy Industry, Pre-sales
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance and Accounting
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Chemical Engineering
GE Intelligent Platforms August 2015 - Present
GE Intelligent Platforms June 2011 - August 2015
GE Intelligent Platforms February 2011 - June 2011
SmartSignal November 2008 - January 2011
SmartSignal June 2007 - November 2008
SmartSignal January 2003 - June 2007
AG Edwards June 2000 - September 2000
Premcor Refining 1998 - 1999
ExxonMobil (Mobil Oil Corporation) June 1990 - September 1998
Skills
Engineering, Energy, Start-ups, Process Engineering, Management, Business Development, Petroleum, Leadership, Project Management, Power Generation, Analytics, Process Optimization, Energy Industry, Pre-sales
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance and Accounting
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Chemical Engineering
Michael Fels Michael Fels's A.G. Edwards Experience July 1998 - August 2002
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
Smith Barney August 2002 - August 2008
AG Edwards July 1998 - August 2002
Skills
Portfolio Management, Wealth Management, Strategic Planning, Mutual Funds, Simple IRA, Mortgage Lending, Long-term Care, Business Planning, Strategic Financial..., Life Insurance, Disability Insurance, Stocks, Investments
Education
University of Florida 1993 — 1995
BA, Finance
Wells Fargo Advisors, LLC August 2008 - Present
Smith Barney August 2002 - August 2008
AG Edwards July 1998 - August 2002
Skills
Portfolio Management, Wealth Management, Strategic Planning, Mutual Funds, Simple IRA, Mortgage Lending, Long-term Care, Business Planning, Strategic Financial..., Life Insurance, Disability Insurance, Stocks, Investments
Education
University of Florida 1993 — 1995
BA, Finance
Samantha March Samantha March's A.G. Edwards Experience January 2004 - May 2004
Job registered financial associate
Industry Financial Services
Experience
U.S. Capital Advisors LLC February 2014 - July 2014
NFP Securities November 2010 - August 2012
Wells Fargo Advisors June 2004 - September 2010
AG Edwards January 2004 - May 2004
Skills
Series 7, series 66, Securities, Mutual Funds, FINRA, Retirement, Trading, Equities, Investments, Financial Services, Alternative Investments, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Finance
U.S. Capital Advisors LLC February 2014 - July 2014
NFP Securities November 2010 - August 2012
Wells Fargo Advisors June 2004 - September 2010
AG Edwards January 2004 - May 2004
Skills
Series 7, series 66, Securities, Mutual Funds, FINRA, Retirement, Trading, Equities, Investments, Financial Services, Alternative Investments, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Finance
Robert Kent Robert Kent's A.G. Edwards Experience February 2002 - December 2004
Job Application Engineer at SunSource
Industry Oil & Energy
Experience
SunSource September 2014 - Present
Hydraulic Systems Inc. September 2012 - September 2014
Self Employed - Project Management August 2012 - September 2012
Transparent Value Funds June 2011 - August 2012
Ohio National Financial Services August 2008 - June 2011
Genworth Financial December 2004 - August 2008
AG Edwards February 2002 - December 2004
Merrill Lynch May 1999 - January 2002
Mannesmann Rexroth August 1994 - May 1999
Hydraquip Corporation June 1992 - August 1994
Skills
Mechanical Engineering, Fluid Power, Project Management, MS Project, Hydraulics, Hydraulic Systems, Hydraulic Calculations, Oil/Gas, Manufacturing, Access, Strategic Planning, Financial Advisory, Program Management, Asset Managment, Contract Management, Engineering, Financial Services, Process Engineering, Six Sigma, Cross-functional Team..., Change Management, Leadership, Management, Risk Management, Energy, Salesforce.com, Negotiation, Operations Management, Gas, Sales Management, Team Building, Project Engineering, New Business Development, Contract Negotiation, Project Coordination, Life Insurance, Asset Management, Business Planning, Petroleum, Sales, Process Improvement, Project Planning, Product Development, Strategy, Business Process..., Business Development, Executive Management, Business Strategy
Education
University of St. Thomas (TX) 1992 — 1996
MBA, Marketing
Texas A&M University 1985 — 1991
BS, Mechanical Engineering
SunSource September 2014 - Present
Hydraulic Systems Inc. September 2012 - September 2014
Self Employed - Project Management August 2012 - September 2012
Transparent Value Funds June 2011 - August 2012
Ohio National Financial Services August 2008 - June 2011
Genworth Financial December 2004 - August 2008
AG Edwards February 2002 - December 2004
Merrill Lynch May 1999 - January 2002
Mannesmann Rexroth August 1994 - May 1999
Hydraquip Corporation June 1992 - August 1994
Skills
Mechanical Engineering, Fluid Power, Project Management, MS Project, Hydraulics, Hydraulic Systems, Hydraulic Calculations, Oil/Gas, Manufacturing, Access, Strategic Planning, Financial Advisory, Program Management, Asset Managment, Contract Management, Engineering, Financial Services, Process Engineering, Six Sigma, Cross-functional Team..., Change Management, Leadership, Management, Risk Management, Energy, Salesforce.com, Negotiation, Operations Management, Gas, Sales Management, Team Building, Project Engineering, New Business Development, Contract Negotiation, Project Coordination, Life Insurance, Asset Management, Business Planning, Petroleum, Sales, Process Improvement, Project Planning, Product Development, Strategy, Business Process..., Business Development, Executive Management, Business Strategy
Education
University of St. Thomas (TX) 1992 — 1996
MBA, Marketing
Texas A&M University 1985 — 1991
BS, Mechanical Engineering
Buck Stone Buck Stone's A.G. Edwards Experience 2004 - 2006
Job 10plus years of finance experience, including roles as personal banker, mortgage loan officer and financial advising.
Industry Financial Services
Experience
SunTrust January 2015 - Present
Fifth Third Bank April 2011 - December 2014
Regions Financial Corporation 2006 - 2011
AG Edwards 2004 - 2006
Education
University of South Florida 2004 — 2007
Bachelor of Science (BS), Finance and Economics
SunTrust January 2015 - Present
Fifth Third Bank April 2011 - December 2014
Regions Financial Corporation 2006 - 2011
AG Edwards 2004 - 2006
Education
University of South Florida 2004 — 2007
Bachelor of Science (BS), Finance and Economics
Allan Maloney's A.G. Edwards Experience June 2003 - October 2005
Job Federal Sales at IBM
Industry Computer Software
Experience
IBM February 2008 - Present
Jinfonet Software November 2005 - January 2008
AG Edwards June 2003 - October 2005
Education
University of Maryland College Park
BA
IBM February 2008 - Present
Jinfonet Software November 2005 - January 2008
AG Edwards June 2003 - October 2005
Education
University of Maryland College Park
BA
Peter Roland's A.G. Edwards Experience October 2006 - Present
Job Quinnipiac University School of Business
Industry Financial Services
Experience
AG Edwards October 2006 - Present
Prudential-Bache International February 2003 - May 2003
Andritz AG September 2002 - November 2002
Education
Quinnipiac University - School of Business 2003 — 2006
BS (honors) Financial Management, Finance & Economics
AG Edwards October 2006 - Present
Prudential-Bache International February 2003 - May 2003
Andritz AG September 2002 - November 2002
Education
Quinnipiac University - School of Business 2003 — 2006
BS (honors) Financial Management, Finance & Economics
Timothy Havern's A.G. Edwards Experience August 2005 - February 2010
Job Wealth Management Business Development
Industry Financial Services
Experience
Bolvin Wealth Management Group November 2014 - Present
LPL Financial November 2012 - November 2014
RS Funds February 2010 - November 2012
AG Edwards August 2005 - February 2010
G. Edwards & Sons, Inc August 2005 - February 2010
AG Edwards August 2005 - October 2009
Bob Havern State Senate September 2006 - November 2006
Putnam Investments August 2003 - August 2005
Putnam Investments August 2003 - August 2005
Putnam Investments 2003 - 2005
Skills
Sales, Strategic Financial..., Financial Services, Series 7, Series 63, Wealth Management, Market Research, Asset Managment, Mutual Funds, Marketing, Relationship Management, Email Marketing, Investments, Retirement Planning, Direct Marketing, Business Development, Financial Analysis, Salesforce.com, Fixed Annuities, Social Media Marketing, Fixed Income, Asset Management
Education
Tufts University 1999 — 2003
Bachelor's degree
Tufts University 1999 — 2003
Bachelor of Arts
Tufts University 1999 — 2003
Bachelor of Arts
Arlington High 1996 — 1999
Bolvin Wealth Management Group November 2014 - Present
LPL Financial November 2012 - November 2014
RS Funds February 2010 - November 2012
AG Edwards August 2005 - February 2010
G. Edwards & Sons, Inc August 2005 - February 2010
AG Edwards August 2005 - October 2009
Bob Havern State Senate September 2006 - November 2006
Putnam Investments August 2003 - August 2005
Putnam Investments August 2003 - August 2005
Putnam Investments 2003 - 2005
Skills
Sales, Strategic Financial..., Financial Services, Series 7, Series 63, Wealth Management, Market Research, Asset Managment, Mutual Funds, Marketing, Relationship Management, Email Marketing, Investments, Retirement Planning, Direct Marketing, Business Development, Financial Analysis, Salesforce.com, Fixed Annuities, Social Media Marketing, Fixed Income, Asset Management
Education
Tufts University 1999 — 2003
Bachelor's degree
Tufts University 1999 — 2003
Bachelor of Arts
Tufts University 1999 — 2003
Bachelor of Arts
Arlington High 1996 — 1999
Jason Minard's A.G. Edwards Experience June 2007 - September 2007
Job
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Bank October 2007 - December 2008
AG Edwards June 2007 - September 2007
AG Edwards January 2006 - May 2007
AG Edwards April 2002 - December 2005
Arthur Andersen August 1999 - April 2002
Skills
Sarbanes-Oxley Act, Internal Controls, AML, Accounting, Data Analysis, Internal Audit, Capital Markets, Auditing, Fixed Income, Financial Analysis, Enterprise Risk..., Financial Reporting, Risk Management, Financial Risk, IT Audit, Operational Risk..., GAAP, CPA, US GAAP, Banking
Education
Saint Louis University 1995 — 1999
Business Administration
Wells Fargo January 2009 - Present
Wachovia Bank October 2007 - December 2008
AG Edwards June 2007 - September 2007
AG Edwards January 2006 - May 2007
AG Edwards April 2002 - December 2005
Arthur Andersen August 1999 - April 2002
Skills
Sarbanes-Oxley Act, Internal Controls, AML, Accounting, Data Analysis, Internal Audit, Capital Markets, Auditing, Fixed Income, Financial Analysis, Enterprise Risk..., Financial Reporting, Risk Management, Financial Risk, IT Audit, Operational Risk..., GAAP, CPA, US GAAP, Banking
Education
Saint Louis University 1995 — 1999
Business Administration
Shawn Jensen, CFP®'s A.G. Edwards Experience July 2005 - July 2007
Job USAA Wealth Management
Industry Financial Services
Experience
USAA December 2014 - Present
Morgan Stanley Wealth Management October 2009 - December 2014
UBS Financial Services, Inc. July 2007 - October 2009
AG Edwards July 2005 - July 2007
Education
University of California, San Diego
Bachelor of Science, Economics; Management Science. Minor in Computer Arts
USAA December 2014 - Present
Morgan Stanley Wealth Management October 2009 - December 2014
UBS Financial Services, Inc. July 2007 - October 2009
AG Edwards July 2005 - July 2007
Education
University of California, San Diego
Bachelor of Science, Economics; Management Science. Minor in Computer Arts
Tim Wilhelm's A.G. Edwards Experience September 2006 - February 2008
Job Vice President, Enterprise Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo January 2009 - Present
Wachovia February 2008 - December 2008
AG Edwards September 2006 - February 2008
A.G. Edwards January 2000 - September 2006
Edward Jones January 1996 - December 1999
Skills
Enterprise Architecture, SDLC, SOA, IT Strategy, Business Analysis, Integration, Solution Architecture, Data Warehousing, Disaster Recovery, Application Architecture, Cloud Computing, Requirements Analysis, Vendor Management, Enterprise Software, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Kimberly Couse's A.G. Edwards Experience 1998 - 2000
Job IS Asset Manager Desktop Services
Industry Information Technology and Services
Experience
Mutual of Omaha September 2015 - Present
Tires Plus Total Car Care August 2015 - September 2015
Amdocs June 2013 - April 2015
Bradford & Galt January 2012 - May 2012
Express Scripts January 2012 - May 2012
Perficient, Inc November 2005 - September 2011
SRA International 2003 - 2006
Vatterott College 2001 - 2002
Enterprise Leasing Company 2000 - 2001
AG Edwards 1998 - 2000
Skills
SDLC, SharePoint, Business Analysis, Visio, Software Project..., Databases, Management, Troubleshooting, Integration, Requirements Analysis, System Deployment, Vendor Management, Software Documentation, IT Strategy, Enterprise Architecture
Education
St. Louis Community College 2006 — 2010
Vatterott College 1997 — 1999
Assoc, Networking Technologies
Alief Hastings High School 1991 — 1995
General, General
Mutual of Omaha September 2015 - Present
Tires Plus Total Car Care August 2015 - September 2015
Amdocs June 2013 - April 2015
Bradford & Galt January 2012 - May 2012
Express Scripts January 2012 - May 2012
Perficient, Inc November 2005 - September 2011
SRA International 2003 - 2006
Vatterott College 2001 - 2002
Enterprise Leasing Company 2000 - 2001
AG Edwards 1998 - 2000
Skills
SDLC, SharePoint, Business Analysis, Visio, Software Project..., Databases, Management, Troubleshooting, Integration, Requirements Analysis, System Deployment, Vendor Management, Software Documentation, IT Strategy, Enterprise Architecture
Education
St. Louis Community College 2006 — 2010
Vatterott College 1997 — 1999
Assoc, Networking Technologies
Alief Hastings High School 1991 — 1995
General, General
Brent Leadbetter, CFA's A.G. Edwards Experience 2003 - 2004
Job Vice President at Research Affiliates
Industry Financial Services
Experience
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Michael J. Rayel's A.G. Edwards Experience February 2002 - October 2002
Job Controller / Business Manager at Chestelm Health and Rehab
Industry Hospital & Health Care
Experience
Chestelm Health & Rehabilitation May 2012 - Present
Portland Care & Rehabilitation Centre Inc February 2011 - May 2012
Clearpoint Funding August 2008 - March 2010
New Century Mortgage 2004 - 2007
MetLife October 2002 - November 2004
AG Edwards February 2002 - October 2002
Raymond James Financial, Inc. May 1999 - February 2002
Skills
Finance, FHA, Financial Analysis, Risk Management, Financial Modeling, Loan Origination, Strategic Financial..., Process Improvement, Refinance, Financial Services
Education
University of Connecticut 2014 — 2014
Administrator in training program (AIT), Health/Health Care Administration/Management, A
The University of Connecticut School of Business 1996 — 1999
Bachelor's Degree, Finance
Chestelm Health & Rehabilitation May 2012 - Present
Portland Care & Rehabilitation Centre Inc February 2011 - May 2012
Clearpoint Funding August 2008 - March 2010
New Century Mortgage 2004 - 2007
MetLife October 2002 - November 2004
AG Edwards February 2002 - October 2002
Raymond James Financial, Inc. May 1999 - February 2002
Skills
Finance, FHA, Financial Analysis, Risk Management, Financial Modeling, Loan Origination, Strategic Financial..., Process Improvement, Refinance, Financial Services
Education
University of Connecticut 2014 — 2014
Administrator in training program (AIT), Health/Health Care Administration/Management, A
The University of Connecticut School of Business 1996 — 1999
Bachelor's Degree, Finance
Tony Feissle's A.G. Edwards Experience 1999 - 2005
Job Consultant at Microsoft
Industry Computer Software
Experience
Microsoft September 2007 - Present
A.G. Edwards & Sons, Inc. February 1996 - August 2007
Wachovia Securities 2007 - 2007
AG Edwards & Sons, Inc. 2006 - 2007
AG Edwards 1999 - 2005
National Benevolent Association 1985 - 1994
Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL
Education
University of Missouri-Saint Louis 1981 — 1985
Bachelor of Science (B.S.), Information Technology
Microsoft September 2007 - Present
A.G. Edwards & Sons, Inc. February 1996 - August 2007
Wachovia Securities 2007 - 2007
AG Edwards & Sons, Inc. 2006 - 2007
AG Edwards 1999 - 2005
National Benevolent Association 1985 - 1994
Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL
Education
University of Missouri-Saint Louis 1981 — 1985
Bachelor of Science (B.S.), Information Technology
Shane McGrath's A.G. Edwards Experience 2000 - 2003
Job Head of West Coast Equity Analytics at BlackRock
Industry Financial Services
Experience
BlackRock February 2010 - Present
Barclays Global Investors February 2008 - February 2010
Pali Capital 2007 - 2008
Softagon August 2006 - May 2007
Independent April 2003 - July 2006
AG Edwards 2000 - 2003
Generalife 1998 - 2000
Skills
Hedge Funds, Financial Modeling, VBA, Equities, Fixed Income, Financial Analysis, FX Options, Derivatives, Investments, Risk Management, Bloomberg, Asset Management, Commodity, Asset Allocation, Portfolio Management, Trading, Equity Research, Finance, Alternative Investments, Investment Strategies, ETFs, Investment Management, Capital Markets
Education
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science (B.S.), Business Economics & Finance
BlackRock February 2010 - Present
Barclays Global Investors February 2008 - February 2010
Pali Capital 2007 - 2008
Softagon August 2006 - May 2007
Independent April 2003 - July 2006
AG Edwards 2000 - 2003
Generalife 1998 - 2000
Skills
Hedge Funds, Financial Modeling, VBA, Equities, Fixed Income, Financial Analysis, FX Options, Derivatives, Investments, Risk Management, Bloomberg, Asset Management, Commodity, Asset Allocation, Portfolio Management, Trading, Equity Research, Finance, Alternative Investments, Investment Strategies, ETFs, Investment Management, Capital Markets
Education
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science (B.S.), Business Economics & Finance
Kathy Lile's A.G. Edwards Experience August 2004 - Present
Job Associate IT Analyst at AG Edwards
Industry Accounting
Experience
AG Edwards August 2004 - Present
Celebrating Home 2005 - 2010
AG Edwards May 2001 - August 2004
AG Edwards May 1999 - May 2001
Education
Southern Illinois University, Edwardsville 2004 — 2009
BS in Accountancy, Accounting
Southern Illinois University, Edwardsville 1996 — 2009
Minor, Spanish
Southern Illinois University, Edwardsville 1996 — 2005
Minor, Computer Science
AG Edwards August 2004 - Present
Celebrating Home 2005 - 2010
AG Edwards May 2001 - August 2004
AG Edwards May 1999 - May 2001
Education
Southern Illinois University, Edwardsville 2004 — 2009
BS in Accountancy, Accounting
Southern Illinois University, Edwardsville 1996 — 2009
Minor, Spanish
Southern Illinois University, Edwardsville 1996 — 2005
Minor, Computer Science
Karen Gregg's A.G. Edwards Experience 1997 - March 2009
Job Senior Technology Engineer at A. G. Edwards
Industry Financial Services
Experience
A. G. Edwards Chief Financial OfficerDaisy's Eye Cancer FundOctober 2012 - January 2013
AG Edwards 1997 - March 2009
A.G. Edwards & Sons/Wachovia Securities 2004 - 2009
wachovia 1997 - 2009
Skills
Unix, Perl, SQL, JCL, Visio, XML, COBOL
Education
Southern Illinois University, Edwardsville 1994 — 1997
A. G. Edwards Chief Financial OfficerDaisy's Eye Cancer FundOctober 2012 - January 2013
AG Edwards 1997 - March 2009
A.G. Edwards & Sons/Wachovia Securities 2004 - 2009
wachovia 1997 - 2009
Skills
Unix, Perl, SQL, JCL, Visio, XML, COBOL
Education
Southern Illinois University, Edwardsville 1994 — 1997
Dan Brueggeman's A.G. Edwards Experience March 2003 - March 2008
Job First Vice PresidentSenior Equity Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
A.G. Edwards March 2003 - March 2008
AG Edwards December 1995 - March 2003
Edward Jones March 1993 - December 1995
Education
Saint Louis University 1995 — 1997
MBA
University of Missouri-Saint Louis 1989 — 1993
BSBA, Finance
Wells Fargo Advisors March 2008 - Present
A.G. Edwards March 2003 - March 2008
AG Edwards December 1995 - March 2003
Edward Jones March 1993 - December 1995
Education
Saint Louis University 1995 — 1997
MBA
University of Missouri-Saint Louis 1989 — 1993
BSBA, Finance
Jeniffer Allen's A.G. Edwards Experience Senior Systems AnalystA.G. Edwards & Sons, Inc.2000 - Present
Job Senior System Analyst at AG Edwards
Industry Information Technology and Services
Experience
AG Edwards Senior Systems AnalystA.G. Edwards & Sons, Inc.2000 - Present
Education
Saint Louis University
AG Edwards Senior Systems AnalystA.G. Edwards & Sons, Inc.2000 - Present
Education
Saint Louis University
Joe Gereau's A.G. Edwards Experience April 2005 - May 2008
Job Applications Analyst at St. Luke's Hospital
Industry Computer Software
Experience
St. Luke's Hospital January 2015 - Present
ScImage January 2012 - January 2015
WACHOVIA – WELLS FARGO ADVISORS April 2008 - January 2012
A.G Edwards April 2005 - May 2008
Pfizer December 2004 - April 2005
Boeing November 2004 - December 2004
Skills
Business Analysis, Process Improvement, Troubleshooting, Integration, Active Directory, Software Documentation, Visio, Servers, Project Management, SharePoint, Vendor Management, Data Center, Hardware, Management, Technical Support
Education
Webster University
Ranken Technical College
St. Luke's Hospital January 2015 - Present
ScImage January 2012 - January 2015
WACHOVIA – WELLS FARGO ADVISORS April 2008 - January 2012
A.G Edwards April 2005 - May 2008
Pfizer December 2004 - April 2005
Boeing November 2004 - December 2004
Skills
Business Analysis, Process Improvement, Troubleshooting, Integration, Active Directory, Software Documentation, Visio, Servers, Project Management, SharePoint, Vendor Management, Data Center, Hardware, Management, Technical Support
Education
Webster University
Ranken Technical College
Pam Fish's A.G. Edwards Experience 1991 - 1995
Job Tax Research at Independent Contractor
Industry Financial Services
Experience
Independent Contractor 2010 - Present
Colonial Life 2003 - 2004
AG Edwards 1991 - 1995
Skills
Financial Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
bs, business
Independent Contractor 2010 - Present
Colonial Life 2003 - 2004
AG Edwards 1991 - 1995
Skills
Financial Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
bs, business
Amy Lim, CFA's A.G. Edwards Experience April 2000 - December 2007
Job Institutional Sales at ISI Group
Industry Capital Markets
Experience
ISI Group December 2008 - Present
UOB Kay Hian January 2008 - November 2008
AG Edwards April 2000 - December 2007
Education
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (BBA), International Finance and Marketing
ISI Group December 2008 - Present
UOB Kay Hian January 2008 - November 2008
AG Edwards April 2000 - December 2007
Education
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (BBA), International Finance and Marketing
Jason Kraft's A.G. Edwards Experience December 1998 - May 2004
Job Cato Partners
Industry Financial Services
Experience
Cato Partners April 2008 - Present
2K Advisors LLC February 2007 - March 2008
SIG May 2004 - February 2007
AG Edwards December 1998 - May 2004
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Finance, MIS
Cato Partners April 2008 - Present
2K Advisors LLC February 2007 - March 2008
SIG May 2004 - February 2007
AG Edwards December 1998 - May 2004
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Finance, MIS
Gerry McMenamy's A.G. Edwards Experience 1999 - 2009
Job Data Center Engineer at Centene Corporation
Industry Computer Networking
Experience
Centene Corporation April 2012 - Present
CSC - Computer Sciences Corporation January 2011 - April 2012
AG Edwards, Wachovia, Wells Fargo July 2000 - August 2009
AG Edwards and Sons 1999 - 2009
AG Edwards 1999 - 2009
A.G. Edwards & Sons, Inc. July 1999 - July 2000
GTE/Verizon November 1995 - July 1999
TEL-VI May 1994 - August 1995
ROLM January 1986 - May 1994
Siemens Business Communications 1986 - 1994
Skills
Data Center, Troubleshooting, Documentation, Microsoft Office, Problem Solving, Supervisory Skills
Education
University of Central Missouri 1976 — 1977
none, General
University of Missouri-Saint Louis 1975 — 1975
General Studies
BICSI Buiding Industry Consulting Service Inc.
Fiber and Copper cable design: Inside and Outside plant
Centene Corporation April 2012 - Present
CSC - Computer Sciences Corporation January 2011 - April 2012
AG Edwards, Wachovia, Wells Fargo July 2000 - August 2009
AG Edwards and Sons 1999 - 2009
AG Edwards 1999 - 2009
A.G. Edwards & Sons, Inc. July 1999 - July 2000
GTE/Verizon November 1995 - July 1999
TEL-VI May 1994 - August 1995
ROLM January 1986 - May 1994
Siemens Business Communications 1986 - 1994
Skills
Data Center, Troubleshooting, Documentation, Microsoft Office, Problem Solving, Supervisory Skills
Education
University of Central Missouri 1976 — 1977
none, General
University of Missouri-Saint Louis 1975 — 1975
General Studies
BICSI Buiding Industry Consulting Service Inc.
Fiber and Copper cable design: Inside and Outside plant
Dennis Fitzpatrick's A.G. Edwards Experience December 2006 - March 2007
Job IT QA Tester\Test Lead
Industry Information Technology and Services
Experience
Charter Communications November 2014 - Present
Ameren March 2014 - May 2014
MasterCard December 2012 - March 2014
Savvis March 2012 - June 2012
Wells Fargo Advisors January 2011 - February 2012
Intellispend March 2010 - August 2010
Monsanto March 2007 - October 2009
AG Edwards December 2006 - March 2007
Anheuser-Busch April 2005 - December 2006
Bi-state Development - Metro December 2003 - April 2005
Skills
Agile Methodologies, Quality Assurance, Business Analysis, Testing, Software Quality..., Process Improvement, Data Warehousing, User Acceptance Testing, Requirements Analysis, Quality Center, ERP, Waterfall, SDLC, Requirements Gathering, Manual Testing, HP Quality Center
Education
Southwestern Illinois College
AA
Webster University
Charter Communications November 2014 - Present
Ameren March 2014 - May 2014
MasterCard December 2012 - March 2014
Savvis March 2012 - June 2012
Wells Fargo Advisors January 2011 - February 2012
Intellispend March 2010 - August 2010
Monsanto March 2007 - October 2009
AG Edwards December 2006 - March 2007
Anheuser-Busch April 2005 - December 2006
Bi-state Development - Metro December 2003 - April 2005
Skills
Agile Methodologies, Quality Assurance, Business Analysis, Testing, Software Quality..., Process Improvement, Data Warehousing, User Acceptance Testing, Requirements Analysis, Quality Center, ERP, Waterfall, SDLC, Requirements Gathering, Manual Testing, HP Quality Center
Education
Southwestern Illinois College
AA
Webster University
Charles Alvarez's A.G. Edwards Experience January 2006 - January 2008
Job Offering a simple, stepbystep system guaranteed to grow sales and increase team performance | Developed by Brian Tracy
Industry Professional Training & Coaching
Experience
Focal Point September 2012 - Present
Quorum Business Solutions May 2011 - August 2012
UBS FINANCIAL SERVICES January 2008 - May 2011
AG EDWARDS January 2006 - January 2008
SMITH BARNEY January 2002 - January 2006
Enron Energy Services January 2001 - December 2001
AKILI SYSTEMS January 2000 - January 2001
Accenture January 1996 - January 2000
Skills
Leadership, Strategy, Management, Marketing Strategy, Small Business, Business Development, Entrepreneurship, Strategic Planning, Business Process, Email Marketing, New Business Development, Business Strategy, Social Media Marketing, Sales Process, Management Consulting, Team Building, Business Process..., Start-ups, Lead Generation, Customer Service, Budgets, Leadership Development, Business Analysis, Team Leadership, Sales Management, Negotiation, Financial Analysis, Online Marketing, Social Networking, Teaching, Coaching, Research, Software Project..., Operations Management, Natural Gas, Upstream, Pipelines, Business Coaching, Business Development..., Direct Sales, Marketing for Small..., Business Performance..., Business Systems..., Marketing Research, Business Management, Mentoring, Budgeting, Financial Planning, Sales Trainings, Salesforce Training
Education
Texas Tech University 1991 — 1995
Bachelors of Science, Civil Engineering
Texas Tech University 1991 — 1995
Bachelor of Science, Civil Engineering
Focal Point September 2012 - Present
Quorum Business Solutions May 2011 - August 2012
UBS FINANCIAL SERVICES January 2008 - May 2011
AG EDWARDS January 2006 - January 2008
SMITH BARNEY January 2002 - January 2006
Enron Energy Services January 2001 - December 2001
AKILI SYSTEMS January 2000 - January 2001
Accenture January 1996 - January 2000
Skills
Leadership, Strategy, Management, Marketing Strategy, Small Business, Business Development, Entrepreneurship, Strategic Planning, Business Process, Email Marketing, New Business Development, Business Strategy, Social Media Marketing, Sales Process, Management Consulting, Team Building, Business Process..., Start-ups, Lead Generation, Customer Service, Budgets, Leadership Development, Business Analysis, Team Leadership, Sales Management, Negotiation, Financial Analysis, Online Marketing, Social Networking, Teaching, Coaching, Research, Software Project..., Operations Management, Natural Gas, Upstream, Pipelines, Business Coaching, Business Development..., Direct Sales, Marketing for Small..., Business Performance..., Business Systems..., Marketing Research, Business Management, Mentoring, Budgeting, Financial Planning, Sales Trainings, Salesforce Training
Education
Texas Tech University 1991 — 1995
Bachelors of Science, Civil Engineering
Texas Tech University 1991 — 1995
Bachelor of Science, Civil Engineering
Holly Hawker Melstrand's A.G. Edwards Experience July 1992 - May 1995
Job AVP, National Underwriting at Guild Mortgage Company
Industry Banking
Experience
Guild Mortgage Company September 2003 - Present
Waterfield Mortgage 2000 - 2003
AG Edwards July 1992 - May 1995
Skills
FHA, Mortgage Banking, Mortgage Lending, VA loans, FHA financing, Government Loans, Mortgage Underwriting, USDA, Credit Analysis, HUD, Loan Origination, Refinance
Education
University of Denver 1988 — 1992
BSBA, General Business
Guild Mortgage Company September 2003 - Present
Waterfield Mortgage 2000 - 2003
AG Edwards July 1992 - May 1995
Skills
FHA, Mortgage Banking, Mortgage Lending, VA loans, FHA financing, Government Loans, Mortgage Underwriting, USDA, Credit Analysis, HUD, Loan Origination, Refinance
Education
University of Denver 1988 — 1992
BSBA, General Business
Michael G. Davis's A.G. Edwards Experience May 2005 - October 2011
Job Financial Advisor at Raymond James/Wolf Financial Services
Industry Investment Management
Experience
Raymond James Financial Services 2011 - Present
AG Edwards May 2005 - October 2011
Skills
Wealth Management, Series 63, Series 7, Investments, Investment Advisory, Retirement Planning, Finance, FINRA, Mutual Funds, Financial Advisory, Securities, Asset Allocation, Retirement, IRAs, 401k, Fixed Annuities, Microsoft Office, Customer Service, Team Building, Public Speaking, Investment Strategies, Financial Planning, Event Planning
Education
University of Dallas 1993 — 1998
BA, Drama
Raymond James Financial Services 2011 - Present
AG Edwards May 2005 - October 2011
Skills
Wealth Management, Series 63, Series 7, Investments, Investment Advisory, Retirement Planning, Finance, FINRA, Mutual Funds, Financial Advisory, Securities, Asset Allocation, Retirement, IRAs, 401k, Fixed Annuities, Microsoft Office, Customer Service, Team Building, Public Speaking, Investment Strategies, Financial Planning, Event Planning
Education
University of Dallas 1993 — 1998
BA, Drama
Seamus Grogan's A.G. Edwards Experience July 1985 - December 2007
Job Application Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors October 2009 - Present
Wachovia January 2008 - October 2009
AG Edwards July 1985 - December 2007
Skills
Business Analysis, Visio, Unix, Requirements Analysis, SOA, SharePoint, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Integration, Data Warehousing, Software Project..., Agile Methodologies, SQL, IT Strategy, PMP, Microsoft SQL Server, DB2, Software Documentation, Vendor Management, Web Services, Databases, Systems Analysis, XML, ASP.NET, ETL, Database Design, PL/SQL, Software Development, Oracle, Business Intelligence
Education
Saint Louis University 1978 — 1982
Bachelor of Science (B.S.), Engineering
Wells Fargo Advisors October 2009 - Present
Wachovia January 2008 - October 2009
AG Edwards July 1985 - December 2007
Skills
Business Analysis, Visio, Unix, Requirements Analysis, SOA, SharePoint, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Integration, Data Warehousing, Software Project..., Agile Methodologies, SQL, IT Strategy, PMP, Microsoft SQL Server, DB2, Software Documentation, Vendor Management, Web Services, Databases, Systems Analysis, XML, ASP.NET, ETL, Database Design, PL/SQL, Software Development, Oracle, Business Intelligence
Education
Saint Louis University 1978 — 1982
Bachelor of Science (B.S.), Engineering
Linda Pulley's A.G. Edwards Experience March 2000 - October 2000
Job Bachelor's of Management in Human Resources.
Industry Human Resources
Experience
Americo Life Insurance April 2002 - January 2009
Lab One September 2001 - April 2002
IGIC Management May 2001 - August 2001
GateWay Computers LLC November 2000 - January 2001
AG Edwards March 2000 - October 2000
Skills
Lotus Notes, Excel, JD..., Intranet, Microsoft..., AWD, Vantage,..., Accounting, Management, Human Resources, Time Management, Mutual Funds, Insurance, Financial Analysis, Finance, Customer Service, Bookkeeping, Analysis, Financial Services, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, Financial Reporting
Education
Park University 2013 — 2014
Bachelor of Management in Human Resources, Science
Americo Life Insurance April 2002 - January 2009
Lab One September 2001 - April 2002
IGIC Management May 2001 - August 2001
GateWay Computers LLC November 2000 - January 2001
AG Edwards March 2000 - October 2000
Skills
Lotus Notes, Excel, JD..., Intranet, Microsoft..., AWD, Vantage,..., Accounting, Management, Human Resources, Time Management, Mutual Funds, Insurance, Financial Analysis, Finance, Customer Service, Bookkeeping, Analysis, Financial Services, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, Financial Reporting
Education
Park University 2013 — 2014
Bachelor of Management in Human Resources, Science
Marvin Anderson's A.G. Edwards Experience 1993 - 2007
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Chase, Private Banking May 2014 - Present
Stern Brothers August 2008 - April 2014
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. July 1993 - October 2007
AG Edwards 1993 - 2007
Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP
Rockhurst University 1983 — 1987
BSBA, Finance/Econ
JP Morgan Chase, Private Banking May 2014 - Present
Stern Brothers August 2008 - April 2014
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. July 1993 - October 2007
AG Edwards 1993 - 2007
Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP
Rockhurst University 1983 — 1987
BSBA, Finance/Econ
Brett Proctor's A.G. Edwards Experience 2000 - 2008
Job Retirement Plans Marketing Specialist at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Supervisor - ComplianceA.G. Edwards & Sons, Inc.2000 - 2008
AG Edwards 2000 - 2008
Education
University of Missouri-Saint Louis 1988 — 1992
B.S.B.A., Accounting
St. Louis U. High 1982 — 1986
-, General
Stifel Nicolaus Supervisor - ComplianceA.G. Edwards & Sons, Inc.2000 - 2008
AG Edwards 2000 - 2008
Education
University of Missouri-Saint Louis 1988 — 1992
B.S.B.A., Accounting
St. Louis U. High 1982 — 1986
-, General
Ashley Jansen's A.G. Edwards Experience 2000 - 2005
Job DA II at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions June 2010 - Present
Wells Fargo 2010 - 2010
S 3 2005 - 2010
A.G. Edwards & Sons, Inc. 2003 - 2010
Monsanto 2009 - 2009
Anheuser-Busch 2007 - 2008
A.G. Edwards 2000 - 2005
AG Edwards 2000 - 2003
Skills
Data Warehousing, Business Objects, Teradata, Business Intelligence, ETL, SDLC, Data Modeling, Requirements Gathering, Integration, Data Integration, Enterprise Architecture, Requirements Analysis, Visio, Informatica
Education
Southern Illinois University, Carbondale 1995 — 2000
MIS
Daugherty Business Solutions June 2010 - Present
Wells Fargo 2010 - 2010
S 3 2005 - 2010
A.G. Edwards & Sons, Inc. 2003 - 2010
Monsanto 2009 - 2009
Anheuser-Busch 2007 - 2008
A.G. Edwards 2000 - 2005
AG Edwards 2000 - 2003
Skills
Data Warehousing, Business Objects, Teradata, Business Intelligence, ETL, SDLC, Data Modeling, Requirements Gathering, Integration, Data Integration, Enterprise Architecture, Requirements Analysis, Visio, Informatica
Education
Southern Illinois University, Carbondale 1995 — 2000
MIS
Clare Wilhelm's A.G. Edwards Experience 1983 - 2007
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
james ulman's A.G. Edwards Experience January 2001 - January 2004
Job financial advisor at first community bank and trust
Industry Financial Services
Experience
First community bank and trust August 2011 - Present
merrill lynch January 2004 - August 2011
AG Edwards January 2001 - January 2004
Chicago Board of Trade January 1995 - October 2000
Skills
Wealth Management, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Trading, Options, Retirement Planning, Investment Advisory, Investments
Education
Purdue University 1989 — 1994
Liberal Arts
Valparaiso high school 1986 — 1989
First community bank and trust August 2011 - Present
merrill lynch January 2004 - August 2011
AG Edwards January 2001 - January 2004
Chicago Board of Trade January 1995 - October 2000
Skills
Wealth Management, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Trading, Options, Retirement Planning, Investment Advisory, Investments
Education
Purdue University 1989 — 1994
Liberal Arts
Valparaiso high school 1986 — 1989
Peter McCarron's A.G. Edwards Experience December 2004 - February 2008
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Capitol Securities June 2010 - March 2014
Bank of America December 2009 - June 2010
Wachovia Securities/AG Edwards February 2008 - July 2009
AG Edwards December 2004 - February 2008
Deutsche Bank Securities August 1995 - April 2004
Alex. Brown & Sons May 1993 - August 1995
Skills
Investments, Customer Relations, Microsoft Office, Customer Service, Management
Education
SUFFOLK UNIVERSITY 1989 — 1992
Bachelor of Science, Journalism
Suffolk University 1989 — 1992
Bachelor of Science, Journalism
Merrill Lynch April 2014 - Present
Capitol Securities June 2010 - March 2014
Bank of America December 2009 - June 2010
Wachovia Securities/AG Edwards February 2008 - July 2009
AG Edwards December 2004 - February 2008
Deutsche Bank Securities August 1995 - April 2004
Alex. Brown & Sons May 1993 - August 1995
Skills
Investments, Customer Relations, Microsoft Office, Customer Service, Management
Education
SUFFOLK UNIVERSITY 1989 — 1992
Bachelor of Science, Journalism
Suffolk University 1989 — 1992
Bachelor of Science, Journalism
Jeff Cotton, Jr., CPA, MBA's A.G. Edwards Experience October 2001 - January 2004
Job CPA at Gibson and Carden, CPAs
Industry Accounting
Experience
HD Vest Investment Services (SM) September 2014 - Present
Gibson and Carden, CPAs January 2013 - Present
LPL Financial March 2007 - September 2014
Certified Public Accountant November 2001 - December 2012
Raymond James Financial Inc. January 2004 - March 2007
AG Edwards October 2001 - January 2004
Gibson and Carden CPAs, LLC 1996 - 2001
Skills
401k, Retirement Planning, Retirement, Financial Planning, Strategic Planning, Investments, Finance, Tax, Management, Financial Analysis, Accounting, Estate Planning, Small Business
Education
Troy University 1997 — 2005
MBA, Accounting
Troy University 1989 — 1994
BS, Accounting
HD Vest Investment Services (SM) September 2014 - Present
Gibson and Carden, CPAs January 2013 - Present
LPL Financial March 2007 - September 2014
Certified Public Accountant November 2001 - December 2012
Raymond James Financial Inc. January 2004 - March 2007
AG Edwards October 2001 - January 2004
Gibson and Carden CPAs, LLC 1996 - 2001
Skills
401k, Retirement Planning, Retirement, Financial Planning, Strategic Planning, Investments, Finance, Tax, Management, Financial Analysis, Accounting, Estate Planning, Small Business
Education
Troy University 1997 — 2005
MBA, Accounting
Troy University 1989 — 1994
BS, Accounting
Ann Carender's A.G. Edwards Experience October 2007 - June 2009
Job Registered Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Marcus Hesting, CPA's A.G. Edwards Experience 2005 - 2006
Job Director of Finance and Accounting
Industry Accounting
Experience
Key Lime Air 2008 - Present
AG Edwards 2005 - 2006
UPS 2000 - 2005
UPS 1994 - 1999
Education
University of Colorado Denver 2010 — 2013
Master of Science, Accounting
University of Denver - Daniels College of Business 1997 — 2000
MBA, Finance
Key Lime Air 2008 - Present
AG Edwards 2005 - 2006
UPS 2000 - 2005
UPS 1994 - 1999
Education
University of Colorado Denver 2010 — 2013
Master of Science, Accounting
University of Denver - Daniels College of Business 1997 — 2000
MBA, Finance
Janelle Conley's A.G. Edwards Experience 2002 - 2008
Job Compliance Officer
Industry Financial Services
Experience
Stifel Financial Corp. 2008 - Present
AG Edwards 2002 - 2008
Skills
Series 7, Securities
Education
University of Missouri-Saint Louis
Stifel Financial Corp. 2008 - Present
AG Edwards 2002 - 2008
Skills
Series 7, Securities
Education
University of Missouri-Saint Louis
Jeff Tarter's A.G. Edwards Experience October 1997 - July 2009
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
AG Edwards October 1997 - July 2009
Education
University of Northern Colorado 1979 — 1981
BSBA, Finance
Ameriprise Financial Services, Inc. July 2009 - Present
AG Edwards October 1997 - July 2009
Education
University of Northern Colorado 1979 — 1981
BSBA, Finance
John Hankinson's A.G. Edwards Experience January 2000 - February 2002
Job President Visual Concepts Signs and Lighting LLC.
Industry Electrical/Electronic Manufacturing
Experience
Visual Concepts Signs and Lighting LLC April 2010 - Present
Spectrum Sign Co. February 2005 - April 2010
Sign Crafters USA January 2002 - January 2005
AG Edwards January 2000 - February 2002
Skills
Customer Service, Manufacturing, Sales, File Management, Marketing, Fax, Networking, Workshop Facilitation, Microsoft Office, Customer Satisfaction, QuickBooks, Management, Profit, Social Networking, New Business Development, Sales Management, Strategic Planning, Leadership, Account Management, Small Business, Selling, Contract Negotiation
Education
University of South Carolina - The Moore School of Business 1998 — 2002
Economics, Econ/Finance/Accounting
Chapin High School 1994 — 1998
Visual Concepts Signs and Lighting LLC April 2010 - Present
Spectrum Sign Co. February 2005 - April 2010
Sign Crafters USA January 2002 - January 2005
AG Edwards January 2000 - February 2002
Skills
Customer Service, Manufacturing, Sales, File Management, Marketing, Fax, Networking, Workshop Facilitation, Microsoft Office, Customer Satisfaction, QuickBooks, Management, Profit, Social Networking, New Business Development, Sales Management, Strategic Planning, Leadership, Account Management, Small Business, Selling, Contract Negotiation
Education
University of South Carolina - The Moore School of Business 1998 — 2002
Economics, Econ/Finance/Accounting
Chapin High School 1994 — 1998
Guy Martin's A.G. Edwards Experience March 1983 - December 1991
Job Mayor Pro Tem, City Councilman, Attorney at Law
Industry Law Practice
Experience
City of Conroe May 2010 - Present
Martin Equity Corporation April 2001 - Present
Attorney 1998 - Present
LJG Corporation January 1992 - Present
AG Edwards March 1983 - December 1991
Skills
Litigation, Legal Research, Business Formation, Commercial Litigation, Mediation, Corporate Law, Personal Injury, Strategic Planning, Civil Litigation, Dispute Resolution, Estate Planning, Appeals, Arbitration, Real Estate, Real Estate Transactions, Intellectual Property, Courts, Wills, Contract Negotiation, Legal Writing, Trusts, Trial Practice, Microsoft Excel, Private Equity, Insurance, Negotiation, Mergers & Acquisitions, Finance, Public Speaking, Alternative Dispute..., LLC
Education
The University of Texas at Austin
Communications, RTF
City of Conroe May 2010 - Present
Martin Equity Corporation April 2001 - Present
Attorney 1998 - Present
LJG Corporation January 1992 - Present
AG Edwards March 1983 - December 1991
Skills
Litigation, Legal Research, Business Formation, Commercial Litigation, Mediation, Corporate Law, Personal Injury, Strategic Planning, Civil Litigation, Dispute Resolution, Estate Planning, Appeals, Arbitration, Real Estate, Real Estate Transactions, Intellectual Property, Courts, Wills, Contract Negotiation, Legal Writing, Trusts, Trial Practice, Microsoft Excel, Private Equity, Insurance, Negotiation, Mergers & Acquisitions, Finance, Public Speaking, Alternative Dispute..., LLC
Education
The University of Texas at Austin
Communications, RTF
Thomas Goddard's A.G. Edwards Experience January 2002 - April 2007
Job Network Analyst at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo Bank January 2002 - Present
Wachovia Bank April 2007 - January 2011
AG Edwards January 2002 - April 2007
Aschinger Electric/Comm January 2000 - January 2002
Communications 2000 February 1998 - July 2000
Education
St. Louis Community College 2007 — 2008
Certification, CCNA
Linn State Tech 1995 — 1996
Associates, Electronic Engineering technology
Hazelwood Central 1992 — 1995
Hazelwood Central 1992 — 1995
Lindenwood UniversitySt
B.S, Information Technology
Wells Fargo Bank January 2002 - Present
Wachovia Bank April 2007 - January 2011
AG Edwards January 2002 - April 2007
Aschinger Electric/Comm January 2000 - January 2002
Communications 2000 February 1998 - July 2000
Education
St. Louis Community College 2007 — 2008
Certification, CCNA
Linn State Tech 1995 — 1996
Associates, Electronic Engineering technology
Hazelwood Central 1992 — 1995
Hazelwood Central 1992 — 1995
Lindenwood UniversitySt
B.S, Information Technology
Cote Keim's A.G. Edwards Experience 2004 - 2005
Job sales
Industry Financial Services
Experience
Lookaway golf course June 2010 - Present
KAMINSKI FINANCIAL 2007 - 2010
Preferred Mortgage Solutions 2005 - 2007
Deutsche Bank 2005 - 2005
AG EDWARDS 2004 - 2005
Skills
CRM, Leadership, Sales, Sales Process, Business Planning, New Business Development, Training, Marketing Strategy, Analysis, Customer Satisfaction, Finance, Investments, Executive Management, Mortgage Lending, Mutual Funds, Series 7, Databases, Wealth Management, Portfolio Management, Equities
Education
The University of Charleston 2000 — 2005
B.A, Finance, Computer Science
State placer
Business Administration and Management, General
Lookaway golf course June 2010 - Present
KAMINSKI FINANCIAL 2007 - 2010
Preferred Mortgage Solutions 2005 - 2007
Deutsche Bank 2005 - 2005
AG EDWARDS 2004 - 2005
Skills
CRM, Leadership, Sales, Sales Process, Business Planning, New Business Development, Training, Marketing Strategy, Analysis, Customer Satisfaction, Finance, Investments, Executive Management, Mortgage Lending, Mutual Funds, Series 7, Databases, Wealth Management, Portfolio Management, Equities
Education
The University of Charleston 2000 — 2005
B.A, Finance, Computer Science
State placer
Business Administration and Management, General
Ted Ring's A.G. Edwards Experience 2005 - 2007
Job Global Escalation Manager at EMC
Industry Information Technology and Services
Experience
EMC 2007 - Present
AG Edwards 2005 - 2007
Edward Jones 1989 - 2005
Skills
Virtualization, Cloud Computing, Storage, VMware, Data Center, Disaster Recovery, Enterprise Software, IT Service Management, Servers
Education
University of Missouri-Columbia 1984 — 1988
Bachelor's degree, Computer Sciense
EMC 2007 - Present
AG Edwards 2005 - 2007
Edward Jones 1989 - 2005
Skills
Virtualization, Cloud Computing, Storage, VMware, Data Center, Disaster Recovery, Enterprise Software, IT Service Management, Servers
Education
University of Missouri-Columbia 1984 — 1988
Bachelor's degree, Computer Sciense
Kathi Lynch's A.G. Edwards Experience February 1988 - March 1998
Job Senior Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2008 - June 2013
Smith Barney March 1998 - March 2008
AG Edwards February 1988 - March 1998
Education
University of Colorado at Boulder 1969 — 1971
Bachelor of Arts (B.A.), Art History
Pine Manor College 1967 — 1969
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Morgan Stanley March 2008 - June 2013
Smith Barney March 1998 - March 2008
AG Edwards February 1988 - March 1998
Education
University of Colorado at Boulder 1969 — 1971
Bachelor of Arts (B.A.), Art History
Pine Manor College 1967 — 1969
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Roger Best's A.G. Edwards Experience January 1994 - 1997
Job Senior Vice President at Gilford securities
Industry Financial Services
Experience
Gilford securities March 1997 - Present
AG Edwards January 1994 - 1997
Shearson Lehman brothers 1992 - 1994
Skills
Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Equities, Financial Markets
Education
University of Arizona 1988 — 1992
Bachelor's degree
International School Paris France
Gilford securities March 1997 - Present
AG Edwards January 1994 - 1997
Shearson Lehman brothers 1992 - 1994
Skills
Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Equities, Financial Markets
Education
University of Arizona 1988 — 1992
Bachelor's degree
International School Paris France
Jeremy Stahl's A.G. Edwards Experience November 2004 - December 2005
Job Field Service Engineer at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric February 2008 - Present
AG Edwards November 2004 - December 2005
Skills
Customer Service, Troubleshooting, Electronics, Microsoft Excel, Testing, Project Management, Windows, Continuous Improvement, Microsoft Word
Education
Southwestern Illinois College 2005 — 2007
Associate of Science (A.S.), Electronics
Schneider Electric February 2008 - Present
AG Edwards November 2004 - December 2005
Skills
Customer Service, Troubleshooting, Electronics, Microsoft Excel, Testing, Project Management, Windows, Continuous Improvement, Microsoft Word
Education
Southwestern Illinois College 2005 — 2007
Associate of Science (A.S.), Electronics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.