A.G. Edwards & Sons

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A.G. Edwards & Sons Employees

Employee
Years
Job
Industry
Michael Coursey Michael Coursey Salem, Oregon Details
Michael Coursey's A.G. Edwards & Sons Experience May 1999 - October 2005
Job Senior Financial Advisor at Capstone Wealth Advisors
Industry Financial Services
Experience
Capstone Wealth Advisors   September 2012 - Present
Merrill Lynch  October 2005 - September 2012
AG Edwards & Sons  May 1999 - October 2005

Skills
Retirement Planning, Business Retirement..., Estate Planning, College Savings Plans, Life Insurance

Education
Azusa Pacific University   1987 — 1991
Bachelor of Science (B.S.), Marketing and Business Administration

Redmond High School   1983 — 1987

Michelle Brandenburg Michelle Brandenburg San Antonio, Texas Area Details
Michelle Brandenburg's A.G. Edwards & Sons Experience 1998 - 1998
Job Banking Professional
Industry Banking
Experience
Full Gospel Tabernacle COGIC   2004 - 2005
Darsey, Black & Assoc   2002 - 2004
First Union Securities  2000 - 2001
UBS Painewebber  1999 - 1999
AG Edwards & Sons  1998 - 1998
Express Scripts  1993 - 1998

Skills
Type 90 wpm, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Accounts Receivable, Account Management, Investment Banking, Transcription, Data Entry, Accounts Payable, Administrative..., Banking, Spreadsheets, Telephone Skills, Invoicing, Administration, Customer Service, Outlook, Teamwork, Time Management, Finance, Office Administration

Education
Pikes Peak Community College   2007 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting

Saint Louis Community College-Meramec   1996 — 1996
Certificate, Excel

Ritenour High School   1986 — 1990
Diploma, Office Work Study, Business Math, Typing

Ron Lorentsen Ron Lorentsen Greater Seattle Area Details
Ron Lorentsen's A.G. Edwards & Sons Experience 1997 - 2000
Job Senior Loan Underwriter at Seattle Funding Group
Industry Real Estate
Experience
Seattle Funding Group   September 2000 - Present
Financial Industry Regulatory Authority  1999 - Present
A.G. Edwards & Sons   1997 - 2000
Prudential Securities  1994 - 1997
Shearson Lehman Bros.  1992 - 1994
Law Firm of Smith Alling Lane   1991 - 1992
Nordstrom  1986 - 1990

Skills
Loans, Investments, Commercial Real Estate, Due Diligence, Finance, Real Estate, Portfolio Management, Sellers, Residential Homes, Real Estate Financing, Refinance, Mortgage Lending, Foreclosures, Real Estate Transactions, Negotiation, Credit, Legal Research

Education
Seattle University School of Law
J.D., Law

University of Puget Sound
B.A., Business Admin

Paul Casazza Paul Casazza Greater Chicago Area Details
Paul Casazza's A.G. Edwards & Sons Experience March 2006 - August 2007
Job Partner, Financial Advisor RJFS
Industry Financial Services
Experience
Dashboard Wealth Advisors LLC   May 2013 - Present
Morgan Stanley Smith Barney  August 2007 - May 2013
AG Edwards & Sons  March 2006 - August 2007
United States Marine Corps  1997 - 2001

Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Life Insurance, Generational Wealth..., Investment Allocation, Investments, High Net Worth..., Leadership, Management, Finance, Strategic Planning, Retirement Planning, Financial Planning, Wealth Management..., Estate Planning, Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Team Building, Investment Strategies, Small Business

Education
University of Illinois at Chicago
BS in Finance

Ed Park Ed Park Los Angeles, California Details
Ed Park's A.G. Edwards & Sons Experience June 1999 - July 2001
Job Creative + Purpose Driven : Entrepreneur
Industry Internet
Experience
Rnddr Labs   January 2012 - December 2013
[ka] klothesapparel.com   April 2004 - December 2011
Smith-Emery GeoServices  October 2007 - February 2009
City of Pleasant Hill  May 2007 - September 2007
Urban Mapping  June 2006 - September 2007
eBrandSecure.com (acquired by Corporate Services Company)   November 2004 - April 2006
LegalMatch.com  March 2002 - October 2003
CAS Systems (acquired by Rainmakersystems.com)   July 2001 - March 2002
A.G. Edwards & Sons   June 1999 - July 2001

Skills
Strategic Partnerships, User Experience, Ethnography, E-commerce, Online Marketing, SaaS, Internet Entrepreneur, Management, B2B, Product Management, CRM, Entrepreneurship, Start-ups, Marketing, Vendor Management, Business Process..., Lean Manufacturing, Supply Chain Management, Employee Training, Manage Client..., Team Building, Reverse Engineering, Operations Management, Cloud Computing, Strategy, Networking, Leadership, Project Management

Education
University of California, Berkeley   1997 — 2007
Bachelor of Science (BS), Environmental Science, Policy & Management (Minor: Cultural Anthropology), (Attended: 1997-2001, 2006-2007)

Art Center College of Design   2003 — 2004
No degree: 3 term scholarship, Advertising Design

Università degli Studi di Firenze   2001 — 2001
Study Abroad, Cultures & Languages

Nick Andris, CFA Nick Andris, CFA Greater New York City Area Details
Nick Andris, CFA's A.G. Edwards & Sons Experience January 2006 - May 2006
Job Summer Associate Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2015 - Present
Bank Credit Analyst   November 2011 - April 2014
Bank Credit Analyst   October 2009 - November 2011
Bank Credit Analyst   July 2008 - October 2009
Andris Realty Inc.   June 2006 - September 2006
A.G. Edwards & Sons   January 2006 - May 2006

Skills
Investment Strategies, Financial Markets, Emerging Markets, Analysis, Asset Allocation, Equities, Hedge Funds, Portfolio Management, Fixed Income, Finance, Bloomberg, Business Development, Alternative Investments, Capital Markets, Derivatives, Asset Management, Investments

Education
Yale University - Yale School of Management   2014 — 2016
Master of Business Administration (MBA)

Fordham University   2004 — 2008
BA, Economics, International Business

University of International Business and Economics   2006 — 2006
Mandarin Chinese, Business, Philosophy

Winston Churchill HS   2000 — 2004

W. Barton Close W. Barton Close Chattanooga, Tennessee Area Details
W. Barton Close's A.G. Edwards & Sons Experience April 1991 - July 2005
Job CFP®, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  July 2005 - Present
AG Edwards & Sons  April 1991 - July 2005
Prudential Securities  April 1985 - April 1991

Skills
Financial Advisory, Investments, Finance, Strategic Financial..., Securities, Retirement Planning, Wealth Management, Estate Planning, Strategic Planning, Series 7, Financial Planning, Leadership, Retirement, Financial Analysis, Management, Fixed Annuities, Life Insurance, Insurance, Small Business, Investment Advisory, Financial Planners, Mutual Funds, Sales, Budgets, Portfolio Management, Process Improvement, Risk Management, Asset Management, Long-term Care, Marketing, Asset Allocation

Education
College for Financial Planning   1995 — 1997
Certification Professional Education Program

University of Illinois   1981 — 1982
General

Middle Tennessee State University   1976 — 1979
BS, Business Administration

The University of Tennessee at Chattanooga   1977 — 1978
Business

Georgia Institute of Technology   1975 — 1976
Engineering

Baylor

Eda Ecevit Eda Ecevit Greater St. Louis Area Details
Eda Ecevit's A.G. Edwards & Sons Experience January 2007 - August 2007
Job Scrum Master / Senior Business Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade  December 2011 - September 2014
Wells Fargo Advisors  November 2010 - December 2011
Berlitz  February 2011 - September 2011
Wachovia Securities  December 2007 - January 2010
AG Edwards & Sons  January 2007 - August 2007
AG Edwards & Sons  October 2006 - December 2006

Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management

Education
Troy University   2002 — 2005
MBA, General Management

   1996 — 2001
BS, Economics/Finance

Ankara Ataturk Anadolu Lisesi   1993 — 1995
High School, Math

Hsulin Peng Hsulin Peng New York, New York Details
Hsulin Peng's A.G. Edwards & Sons Experience March 1999 - July 2001
Job Finance/Energy Professional
Industry Oil & Energy
Experience
Hess Corporation  August 2015 - Present
Hess Corporation  November 2014 - July 2015
Robert W. Baird & Co.   September 2010 - June 2014
Luminus Management  July 2007 - September 2010
Citigroup Investment Research  May 2006 - June 2007
Inergy, L.P.   December 2001 - June 2003
Inergy, L.P.   August 2001 - November 2001
A.G. Edwards & Sons   March 1999 - July 2001

Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Equities, Investment Banking, Corporate Finance, Equity Research, Investments, Investor Relations, Investment Management, Finance, Private Equity, Trading, Quantitative Analytics, Hedge Funds, Mergers & Acquisitions, Private Placements, Business Strategy, Mergers, Stock Picking, Competitive Analysis, IPO, Portfolio Management, Energy, Business Development, Building Relationships, Communication, E&P, Infrastructure, Midstream

Education
Massachusetts Institute of Technology - Sloan School of Management   2003 — 2005
MBA

The University of Kansas   1994 — 1998
Masters, Accounting

Joshua Ly Joshua Ly Greater St. Louis Area Details
Joshua Ly's A.G. Edwards & Sons Experience June 2006 - October 2008
Job Analytics Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  April 2014 - Present
YMCA  February 2002 - Present
Wells Fargo Home Mortgage  February 2013 - April 2014
Wells Fargo Advisors  October 2008 - February 2013
A.G. Edwards & Sons   June 2006 - October 2008

Skills
Strategic Financial..., Customer Service, Accounting, Account Reconciliation, Problem Analysis, Escalation Resolution, Policy, Risk Management, Management, Training, Microsoft Excel, Tax, Internal Audit, Analysis, Auditing, Financial Planning

Education
University of Missouri-Saint Louis
Masters, Accounting

University of Missouri-Saint Louis
Bachelor of Science, Accounting

Crystal City Highschool

Kyle Wootten Kyle Wootten Greater St. Louis Area Details
Kyle Wootten's A.G. Edwards & Sons Experience April 2006 - March 2007
Job Deputy Director, Regulatory and Compliance Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  December 2013 - Present
Wells Fargo Advisors  March 2013 - December 2013
Wells Fargo Advisors  July 2012 - March 2013
Wells Fargo Advisors  February 2009 - July 2012
Wachovia Securities  March 2007 - February 2009
A.G. Edwards & Sons   April 2006 - March 2007
A.G. Edwards & Sons, Inc.   April 2001 - August 2004

Skills
Series 7, Series 24

Education
Saint Louis University
B.A., Econonics

Saint Louis University School of Law
J.D.

Jim Eagleton Jim Eagleton Tulsa, Oklahoma Details
Jim Eagleton's A.G. Edwards & Sons Experience January 1986 - January 2008
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network,LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network  June 2011 - Present
Wells Fargo Advisors  January 2008 - June 2011
AG Edwards & Sons  January 1986 - January 2008

Skills
401(k) Rollovers, Equities, Retirement Planning, Fixed Income, Fixed Income Strategies, Tax-Efficient Strategies, Investments, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Financial Advisory, Estate Investment..., Wealth-Preservation..., Securities, Finance, Financial Risk, Series 7, Financial Analysis, Asset Allocation

Education
University of Tulsa
Master of Business Administration (MBA), Finance

Oklahoma State University
Bachelor of Science (B.S.), Finance

Charles Tuggle Charles Tuggle Greater Los Angeles Area Details
Charles Tuggle's A.G. Edwards & Sons Experience June 2004 - November 2008
Job Treasurer at Claremont Museum of Art
Industry Accounting
Experience
Claremont Museum of Art  May 2011 - Present
AG Edwards & Sons  June 2004 - November 2008
ExxonMobil  July 1980 - February 2004

Skills
CPA (Texas), Managerial Finance, Budgets, Research, Microsoft Excel, Data Analysis, Strategic Planning, Project Management, Nonprofits, Business Strategy, Governance, Microsoft Office, Business Analysis, Change Management, Financial Modeling, English, Leadership

Education
University of Southern California   1978 — 1980
MBA, Finance

CMC   1972 — 1976
BA, Economics

Deborah A. Nelson Deborah A. Nelson Greater St. Louis Area Details
Deborah A. Nelson's A.G. Edwards & Sons Experience 1990 - 2009
Job Business Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors (via S3 - Strategic Staffing Solutions)   1990 - 2010
Wachovia Securities  March 1990 - March 2009
A.G. Edwards & Sons   1990 - 2009

Skills
Testing, Active Directory, Project Planning, Visio, SharePoint, Management, Analysis, Software Documentation, Unix, SDLC, BMC Remedy, Business Analysis, Quality Assurance, Troubleshooting, Requirements Gathering, Vendor Management, XP, Security, Requirements Analysis, Process Improvement, ITIL, Integration, Operating Systems, Databases, IT Management, Systems Analysis, Disaster Recovery, SQL

Education
ITT Technical Institute-Earth City   2011 — 2013
Associate of Applied Secience Degree, Network System Administration/Administrator

University of Missouri-Saint Louis   2001 — 2002
Certificate of Completion, Visual Basic;

Harris Stowe State College   1980 — 1982
Secondary Education

St. Louis Community College   1979 — 1980
Business Admin

Paulette Tom Paulette Tom San Jose, California Details
Paulette Tom's A.G. Edwards & Sons Experience 2001 - 2001
Job Office Administrator Providing Exceptional Customer Service and Operational Support
Industry Financial Services
Experience
Temporary Work  2012 - Present
Moreland School District  2007 - 2011
A.G. Edwards & Sons   2001 - 2001
PaineWebber  1984 - 1995
Dean Witter Reynolds Inc.  1980 - 1984

Skills
Organizational..., Customer Service, Management, Employee Training, Staff Supervision, Interpersonal..., Operational Excellence

Education
Work2Future/Center for Training & Careers

De Anza College

University of Hawaii at Manoa

Paul Eagleton Paul Eagleton Tulsa, Oklahoma Details
Paul Eagleton's A.G. Edwards & Sons Experience July 1998 - July 2009
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC, Member SIPC
Industry Financial Services
Experience
WELLS FARGO ADVISORS FINANCIAL NETWORK,LLC,MEMBER SIPC   June 2011 - Present
Wells Fargo Advisors  July 2009 - June 2011
AG Edwards & Sons  July 1998 - July 2009

Skills
401k Rollovers, Retirement Planning, 401k Plans, Investment Planning, Tax-Efficient Strategies

Education
University of Oklahoma   1982 — 1986
Bachelor's Degree, Economics

Southern Methodist University
Masters in Tax Law

Univeristy of Texas
Juris Doctor (J.D.)

Martin Randle Martin Randle Dallas/Fort Worth Area Details
Martin Randle's A.G. Edwards & Sons Experience September 2006 - August 2007
Job Retirement Solutions Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2013 - Present
Fidelity Investments  May 2012 - February 2013
Adecco Group  August 2011 - April 2012
H & R Block Financial Advisor ( Now Ameriprise Financial)   March 2008 - January 2010
AG Edwards & Sons  September 2006 - August 2007
Mid-America Financial Group (outof Business)   September 2005 - June 2006
UBS  September 2002 - September 2005

Skills
Investments, Investment Strategies, Asset Allocation, Series 7, Brokerage, Pensions, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Financial Planning, Asset, Trading, Insurance, Financial Advisory, Series 63, Securities, Retirement Planning, Annuities, 401k, Portfolio Management, Equities, Customer Service, Hedge Funds, Financial Analysis, Investment Advisory, Series 66, Bonds, Options, Fixed Income, Retirement, Strategic Financial..., Uniform Combined State..., IRAs, Finance, Financial Services, Investment Management, Series 6, Series 24

Education
Keller Graduate School of Management of DeVry University   1995 — 1998
Master of Business Administration (MBA), Finance, General

University of Central Missouri   1988 — 1991
Bachelor's degree, Finance

Joanne Nikolov, CSCP Joanne Nikolov, CSCP Greater San Diego Area Details
Joanne Nikolov, CSCP's A.G. Edwards & Sons Experience June 2006 - April 2007
Job Analyst, Customer & Pricing Analytics at PETCO Animal Supplies, Corporate Headquarters
Industry Retail
Experience
PETCO Animal Supplies, Corporate Headquarters   May 2014 - Present
PETCO Animal Supplies, Corporate Headquarters   October 2012 - May 2014
PETCO Animal Supplies, Corporate Headquarters   January 2012 - October 2012
Encore Capital Group  October 2009 - January 2012
Solar Turbines (A Caterpillar Company)   April 2007 - November 2009
A.G. Edwards & Sons   June 2006 - April 2007

Skills
Supply Chain Management, Inventory Analysis, Global Sourcing, International Project..., Promotional Analysis, Marketing Strategy, Management, Leadership, CRM, Analysis, Analytics, Project Management, Training, Marketing, Business Development, Strategy, Customer Service, Sales

Education
San Diego State University-California State University   2005 — 2009
B.A., International Business- French, W. Europe and Management

ESSEC - ESSEC Business School   2008 — 2008
BA, International Management

Paul Gummadi Paul Gummadi Somerset, New Jersey Details
Paul Gummadi's A.G. Edwards & Sons Experience May 2005 - December 2005
Job Senior Business Systems Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  February 2014 - Present
JPMorgan Chase  July 2012 - January 2014
Ernst & Young  April 2011 - June 2012
TD Ameritrade  August 2010 - March 2011
Prudential Financial  May 2008 - July 2010
Freddie Mac  April 2006 - April 2008
UBS Investment Bank  January 2006 - March 2006
AG Edwards & Sons  May 2005 - December 2005

Skills
Business Analysis, Data Analysis, Business Requirements, Business Process Design, Use Case Analysis, Functional..., Functional Requirements, User Acceptance Testing, SDLC, UML, Requirements Analysis, Project Management, SQL, Analysis, Business Process, Requirements Gathering, Agile Methodologies, Visio

Education
Oklahoma Christian University   2003 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Jawaharlal Nehru Technological University   1998 — 2002
Bachelor of Engineering (BEng), Computer Science

Taimah Vaber Taimah Vaber Boston, Massachusetts Details
Taimah Vaber's A.G. Edwards & Sons Experience July 2004 - February 2006
Job Unified Communications Solution Specialist at Microsoft
Industry Information Technology and Services
Experience
Microsoft  November 2012 - Present
Cisco  August 2007 - November 2012
Oracle  February 2006 - August 2007
A.G. Edwards & Sons   July 2004 - February 2006

Skills
Salesforce.com, Solution Selling, Enterprise Software, SaaS, Direct Sales, Account Management, Cloud Computing, Unified Communications, WebEx, Sales Process, Professional Services, Sales Management, Sales, Business Development, Channel, Lead Generation, Security, Business Analysis

Education
Clarkson University   2000 — 2004
Bachelor of Science, Management Information Systems

Ken LeMunyon Ken LeMunyon Freehold, New Jersey Details
Ken LeMunyon's A.G. Edwards & Sons Experience May 1994 - May 2007
Job First Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 1994 - Present
AG Edwards & Sons  May 1994 - May 2007
Dean Witter Reynolds Inc.  June 1988 - June 1991

Skills
Retirement Planning, Asset Allocation, 401-K Rollover, Estate Investment..., Insurance, Series 63, Finance

Education
Rowan University   1982 — 1984
BS, Finance, General

The University of Charleston   1980 — 1981

Sonya Heath Sonya Heath Greater Boston Area Details
Sonya Heath's A.G. Edwards & Sons Experience September 1994 - August 1997
Job Consultant
Industry Information Technology and Services
Experience
Realtor  December 2007 - December 2009
Sensitech  October 2000 - September 2005
RCM Technologies  May 2000 - October 2000
Boston Capital  January 1999 - September 1999
Oxford Health Plans  September 1997 - November 1998
AG Edwards & Sons  September 1994 - August 1997

Skills
Administrative Office..., Office Management, Microsoft Office, Customer Service, Technical Support, Project Management, Computer Hardware, SharePoint Portal..., FrontPage, Help Desk Support, Database Administration, Data Analysis, Data Management, HTML, TCP/IP, Reports, Network Administration, Network Hardware, Microsoft Server Support, Enterprise Architecture, Technical Documentation, Software Quality..., Symantec Antivirus, Computer Software..., Fax Server, Web Servers, Real Estate, Residential Homes, Short Sales

Education
Central Piedmont Community College   2007 — 2007
NC Real Estate Broker and NC Mortgage Loan Officer

New Horizons   2003 — 2003
Implementing MS SharePoint Portal Server

Northeastern University   2001 — 2001
Software Engineering

Boston University   1999 — 2000
MS Windows NT Administration, MS Systems Engineering, A

Micro C Training Center - Hollis NH   1999 — 1999
Computer Networking

Parkes Secretarial School, Sydney, NSW, Australia
Secretary, Accounting, Typing, Shorthand, Transcription, Business Writing

Robert Sullins Robert Sullins Griffin, Georgia Details
Robert Sullins's A.G. Edwards & Sons Experience October 2005 - April 2008
Job Interim Controller at American Mills Inc., Cushion Pros
Industry Banking
Experience
American Mills Inc., Cushion Pros   December 2013 - Present
First National Bank of Griffin  April 2008 - November 2013
AG Edwards & Sons  October 2005 - April 2008
The 1888 Group, Inc.   August 1996 - June 2005
Dundee Mills  January 1982 - July 1996

Skills
Accounting, Internal Controls, Banking, Investments

Education
Georgia Institute of Technology
Bachelor of Science in Mechanical Engineering

Georgia Institute of Technology
Bachelor of Management

Jen Mercer Jen Mercer Glen Carbon, Illinois Details
Jen Mercer's A.G. Edwards & Sons Experience February 1998 - February 2008
Job Senior QA Analyst @ TriZetto/Cognizant
Industry Information Technology and Services
Experience
TriZetto, A Cognizant Company  November 2012 - Present
Express Scripts  August 2011 - November 2012
Network Solutions  February 2008 - August 2011
AG Edwards & Sons  February 1998 - February 2008

Skills
Agile Methodologies, Quality Assurance, Quality Center, SDLC, Software Quality..., Waterfall

Education
Fontbonne University   2000 — 2002
Masters, Business Administration

Southern Illinois University, Edwardsville   1992 — 1997
Bachelors of Science, Management Information Systems

Allen Brinckerhoff Allen Brinckerhoff Orlando, Florida Area Details
Allen Brinckerhoff's A.G. Edwards & Sons Experience August 1987 - January 2008
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  January 2008 - Present
AG Edwards & Sons  August 1987 - January 2008
The Lucas Group  March 1972 - December 1986

Skills
Customer Service, Research, Customer Relations, Excel, Word, Commercial Pilot

Education
Mercer University   1965 — 1969
Bachelor of Arts (B.A.), Economics

Mercer University   1965 — 1969
Bachelor of Arts (B.A.), Economics

Charles Wade Charles Wade Phoenix, Arizona Area Details
Charles Wade's A.G. Edwards & Sons Experience June 1999 - January 2001
Job Patient Service Representative
Industry Hospital & Health Care
Experience
Rogers & Kirby   September 2014 - January 2015
Edward Jones  March 2012 - August 2014
SagePoint Financial  January 2011 - October 2011
Householder Group  March 2010 - July 2010
Windstone Capital Partners   January 2008 - January 2010
Mutual Service Corporation  November 2006 - August 2007
Vanguard  October 2003 - August 2006
AIG American General  August 2002 - October 2002
JP Morgan ChaseMutual Funds   January 2001 - October 2001
AG Edwards & Sons  June 1999 - January 2001

Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management

Education
Arizona State University
Business, Mathematics

Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics

Jerry Tambe Jerry Tambe Monrovia, California Details
Jerry Tambe's A.G. Edwards & Sons Experience June 1992 - March 2008
Job Past District Governor
Industry Nonprofit Organization Management
Experience
AG Edwards & Sons  June 1992 - March 2008
Merrill Lynch  January 1974 - June 1992

Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement, Series 7, Small Business, Strategic Financial..., 401k, Wealth Management, Investments, Estate Planning, Investment Advisory, Insurance, Series 63, Portfolio Management, Asset Allocation, Finance, Nonprofits, Financial Planners, Fundraising

Education
Pasadena City College
Associate of Arts (AA), Humanities/Humanistic Studies

San Diego State University-California State University
Business Administration and Management, General

Temple City
High School degree

Ryan Morse Ryan Morse Blackstone, Massachusetts Details
Ryan Morse's A.G. Edwards & Sons Experience September 2004 - January 2006
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2014 - Present
Fidelity Investments  March 2012 - October 2014
COMMONWEALTH FINANCIAL NETWORK  November 2011 - January 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH   January 2006 - November 2011
A.G. EDWARDS & SONS   September 2004 - January 2006

Skills
Management, CRM, Call Centers, Securities, Wealth Management..., Investments, Brokerage, Finance, Financial Advisory, Equities, Banking, Series 7, Mutual Funds, Financial Services

Education
Stonehill College
B.S.B.A. Bachelors of Science, Business Administration

Mike Seling, MBA, CPCU, CIC Mike Seling, MBA, CPCU, CIC Lansing, Michigan Area Details
Mike Seling, MBA, CPCU, CIC's A.G. Edwards & Sons Experience 1994 - 1996
Job Divisional Director, Business Development Operations at Accident Fund Insurance Company of America
Industry Insurance
Experience
Accident Fund Insurance Company of America  May 2014 - Present
Accident Fund Insurance Company of America  June 2007 - April 2014
Accident Fund Insurance Company of America  2002 - 2007
Paragon Die & Engineering   2000 - 2002
Fifth Third Bank  1999 - 2000
Priority Health  1996 - 1999
AG Edwards & Sons  1994 - 1996

Skills
Underwriting, Insurance, Marketing, Property & Casualty..., Workers Compensation, Budgeting, Financial Planning, Information Technology, Financial Reporting, Agency Relationship..., Predictive Analytics, Strategic Financial...

Education
Western Michigan University - Haworth College of Business   1999 — 2001
MBA, Business

Central Michigan University   1992 — 1994
BSBA, Finance

Gina-Lynne Smith Gina-Lynne Smith Tulsa, Oklahoma Details
Gina-Lynne Smith's A.G. Edwards & Sons Experience August 2002 - April 2004
Job Asset Manager at Valued Partners
Industry Management Consulting
Experience
Valued Partners   January 2010 - Present
Value Place Franchise Services   April 2004 - January 2012
A.G. Edwards & Sons   August 2002 - April 2004
Candlewood Hotel Company  1996 - 2001

Skills
Public Speaking, Franchising, Executive Management, Vocal Performance, Voice Over, Leadership, Time Management, Budgets, Management, Singing, Strategic Planning, Finance, Income Statement, Entrepreneurship, P&L, Contract Negotiation, Hospitality, Training, Marketing, New Business Development, Team Building, Business Planning, Customer Service

Education
Oklahoma State University   1988 — 1993
Business Administration, Marketing

Stillwater High School   1984 — 1988

Shane Deay Shane Deay Saint Louis, Missouri Details
Shane Deay's A.G. Edwards & Sons Experience 1994 - 1996
Job Director Client Engagement and Marketing at VIRTUALProspect
Industry Marketing and Advertising
Experience
VIRTUALProspect   October 2014 - Present
Quint Wellington Redwood  December 2013 - September 2014
CourseSeeker   May 2006 - December 2013
Avant Corporation  1997 - July 2012
Principle Technologies, LLC   2002 - 2003
Sun Microsystems  May 2000 - December 2000
SBC Communications  1996 - 1999
A.G. Edwards & Sons   1994 - 1996
Clipper Cruise Line  1990 - 1991

Skills
IT Strategy, IT Management, Management, IT Service Management, Service Portfolio..., Business Service..., IT Operations, Service Management, ITIL, Governance, Service Delivery, Cloud Computing, Business Process, Information Technology, Enterprise Software, Entrepreneurship, Process Improvement, Change Management, Vendor Management, Solution Architecture, Integration, Professional Services, Networking, Telecommunications, Business Analysis, Data Center, Enterprise Architecture, PMO, SaaS, Process Engineering, Incident Management, Outsourcing, Business Intelligence, Cross-functional Team..., Software Project..., Pre-sales, Resource Management, IT Outsourcing, SDLC, Consulting, Strategy, CRM, Marketing Strategy, Marketing Communications, New Business Development

Education
University of Missouri-Saint Louis
BS, Business Administration & Management Information Systems

Ramsay Easterling Ramsay Easterling Greater St. Louis Area Details
Ramsay Easterling's A.G. Edwards & Sons Experience June 2005 - September 2007
Job Assistant Vice President, Senior Portfolio Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  September 2007 - Present
AG Edwards & Sons  June 2005 - September 2007
Hy-Vee Food Stores  August 1993 - June 2003

Skills
Investments, Retirement Planning, Insurance, Series 7, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k Rollovers, Mutual Funds, Strategic Planning, Leadership, Public Speaking, Finance, Portfolio Management, Risk Management

Education
Quincy University   2001 — 2003
Finance

University of Mississippi   1997 — 1998

Arthur F Kerckhoff III Arthur F Kerckhoff III Greater St. Louis Area Details
Arthur F Kerckhoff III's A.G. Edwards & Sons Experience January 1974 - January 1980
Job Principal at Gabriel Group
Industry Marketing and Advertising
Experience
Gabriel Group  February 1983 - Present
The Wordhandlers, Inc.   February 1983 - October 2004
A.G. Edwards & Sons   January 1974 - January 1980

Skills
Strategic Planning, Fundraising, Direct Marketing, Marketing Strategy, Management, Interactive Marketing, Sales Management, Sales, Leadership, Database Marketing, Strategic Partnerships, Marketing, Direct Mail, Corporate Communications, Digital Printing, Start-ups, Variable Data Printing, Business Strategy, Advertising, Customer Service, Social Media Marketing, Email Marketing, Marketing Communications, New Business Development, Social Media, Offset Printing, Strategy, Entrepreneurship, Project Management, Leadership Development, Account Management, Analytics, Negotiation, Digital Marketing, Small Business, Integrated Marketing, Coaching, Non-profits, Team Building, Art, Online Marketing, Online Advertising, Business Development, Multi-channel Marketing, B2B, Internal Communications, Brand Management, Business Planning, Market Research

Education
University of Arizona   1969 — 1974
Bachelor of Science, BA, Marketing

John Burroughs, Saint Louis, MO 1969

Daniel Yuhn, CPA Daniel Yuhn, CPA Greater Detroit Area Details
Daniel Yuhn, CPA's A.G. Edwards & Sons Experience 1991 - 1997
Job Financial Advisor at America Group powered by LPL Financial
Industry Financial Services
Experience
America Group powered by LPL Financial   April 1997 - Present
AG Edwards & Sons  1991 - 1997
Dean Witter  1986 - 1991
Derderian Kann Seyferth & Salucci PC CPA's   1983 - 1985
James F Peters & Co, CPA's   1981 - 1983

Skills
Series 7, Securities, FINRA, Investments, Series 63, Investment Management, Uniform Combined State..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Risk Management, Finance, Tactical Asset..., Global Tactical Asset..., Series 8, series 66, 401k, 401k Rollovers, Personal Financial..., Holistic Financial..., Technical Analysis, Financial Planning

Education
Walsh College   1978 — 1981
Bachelor of Accountancy, Accounting

Ferris State University   1976 — 1978
Associate of Accounting, Accounting

Walled Lake Western   1971 — 1976
Diploma

David Laite David Laite Rockland, Maine Details
David Laite's A.G. Edwards & Sons Experience August 2007 - March 2009
Job Workflow Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  July 2009 - Present
AG Edwards & Sons  August 2007 - March 2009
Bank of America  December 2003 - August 2007

Skills
Microsoft Excel, Call Center, Access, SQL, SAS, Data Analysis, IEX Total View, Avaya, Query Analyzer, Analytics, Call Centers, Databases, Forecasting, Testing, Analysis, Software Development, Banking, Business Analysis, Vendor Management, Financial Services, Process Improvement, Risk Management, Strategic Planning

Education
University of Maine   1995 — 1997
Master of Arts (M.A.), Economics

University of Maine   1988 — 1992
Bachelor of Arts (B.A.), Philosophy

Jason P. Stubbings Jason P. Stubbings Charleston, South Carolina Area Details
Jason P. Stubbings's A.G. Edwards & Sons Experience June 2001 - October 2007
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   September 2015 - Present
Wells Fargo Advisors, LLC  October 2007 - Present
AG Edwards & Sons  June 2001 - October 2007
Morgan Stanley Dean Witter  May 1999 - June 2001

Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k

Education
College of Charleston   1996 — 1999

Monroe Community College   1994 — 1996

John Read John Read New London/Norwich, Connecticut Area Details
John Read's A.G. Edwards & Sons Experience March 2007 - January 2008
Job Assistant Vice President, Financial Consultant, CRPC, Five Star Wealth Manager
Industry Financial Services
Experience
Citizens Investment Services  September 2012 - Present
Wells Fargo Advisors, LLC  May 2007 - August 2012
Wachovia Securities  January 2008 - December 2009
AG Edwards & Sons  March 2007 - January 2008
Atlantic Financial Services / Mortgage Matchmaker   February 1992 - May 2007
General Physics  September 1991 - February 1992
Analysis & Technology  June 1982 - August 1991
Kaman Aerospace Corp   March 1979 - June 1982
Electric Boat  September 1973 - March 1979
Hartford National Bank  September 1970 - June 1973

Skills
Investments, Financial Advisory, Retirement Planning, Estate Planning, College Savings Plans, 401k Rollovers, Life Insurance, Variable Annuities, Indexed Annuities, Wealth Management, Retirement, Mutual Funds, IRAs, Insurance, Portfolio Management, Mortgage Lending, Series 7, Investment Advisory, 401k, Management, Integrity, Series 63, Loans, Strategic Financial..., Fixed Annuities, Investment Strategies, Asset Allocation, Securities, Wealth, Finance, Financial Planning, Long-term Care, Series 65

Education
Lehigh University   1965 — 1969
BS, Marketing

Tabor Academy   1961 — 1965
HS, College Prep

David Vela David Vela Dallas/Fort Worth Area Details
David Vela's A.G. Edwards & Sons Experience December 1989 - December 2003
Job Registered Investment Advisor at FMSA
Industry Investment Management
Experience
Financial Management Services of Amerca (FMSA)   2010 - Present
Oxford Asset Management   January 2004 - December 2010
AG Edwards & Sons  December 1989 - December 2003

Skills
Financial Analysis, Investments, Investment Strategies, Valuation, Alternative Investments, Financial Modeling, Wealth Management, Bonds, Investment Management, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Mutual Funds, Municipal Bonds, Series 7, Estate Planning, Insurance, Asset Management, Series 63

Education
The University of Texas at Austin - The Red McCombs School of Business   1971 — 1976
BBA, MBA, Accounting, Finance

Joe L. Fernandez Joe L. Fernandez Miami/Fort Lauderdale Area Details
Joe L. Fernandez's A.G. Edwards & Sons Experience March 1998 - March 2003
Job Wealth Management Specialist
Industry Financial Services
Experience
Fendz Asset Management, Inc.   June 2006 - Present
Morgan Keegan, Inc.   November 2004 - June 2006
WM Financial Services  March 2003 - November 2004
A.G. EDWARDS & SONS   March 1998 - March 2003
Merrill Lynch  June 1997 - January 1998

Skills
Asset Management, Financial Advisory, Investment Strategies, Equity Indexed Annuities, Variable Annuities, Life Insurance, Health Insurance, 401k Rollovers, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Portfolio Management, Retirement, Estate Planning, Financial Services, Fixed Annuities, Series 7, Securities, Wealth Management, Wealth Accumulation, Private Banking, Finance, High Net Worth..., Wealth Management..., Alternative Investments, Insurance, Risk Management, Investment Management, Disability Insurance, Investments, Series 63, Separately Managed..., Personal Finance, ETFs, Management, Fixed Income, Mutual Funds, Pensions, Series 65, Investment Advisory, Wealth, Asset Allocation, FINRA, Series 6, Entrepreneurship, Equities, Loans, IRAs, Bonds

Education
Cannon Financial Institute   2005 — 2005
Wealth Mgmt., Comprehensive Wealth Mgmt.

Florida International University - College of Business Administration   1980 — 1999
BBA, Finance & International Business

Merrill Lynch   1997 — 1998
Series 7, 63, 65 & 215, Investments & Insurance

South Miami Senior High   1978 — 1980
High School Doploma, Sociology

Phil Bandle Phil Bandle Greater Chicago Area Details
Phil Bandle's A.G. Edwards & Sons Experience March 2000 - July 2003
Job Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management  March 2009 - Present
Banc of America Investment Services, Inc.   August 2003 - March 2009
AG Edwards & Sons  March 2000 - July 2003

Skills
Wealth Management, Investments, Portfolio Management, Series 7, Insurance, Retirement, Financial Advisory, Financial Services, 401k, Finance, Management, Asset Allocation

Education
Eastern Illinois University   1990 — 1994
Bachelor of Science

George H. Brady George H. Brady Richmond, Virginia Area Details
George H. Brady's A.G. Edwards & Sons Experience June 1985 - April 1989
Job Presentation Specialist; Creates New Revenue Streams from Existing Databases; Sales & Sales Management; Team Building
Industry Professional Training & Coaching
Experience
Sleepy's  September 2012 - Present
Life Change Solutions   November 2011 - August 2012
firstSTREET  April 2011 - October 2011
TrueNorth Academy  January 2006 - June 2008
Success Development, Inc   February 2002 - June 2003
Franklin Covey  August 1992 - November 2001
American Express  1989 - 1991
A.G. Edwards & Sons   June 1985 - April 1989

Skills
Coaching, Sales, Management, Training, Distance Learning, Linguistics, Sales Management, Public Speaking, Leadership Development, New Business Development, Account Management, Team Building, Strategic Planning, Training Delivery, Marketing, Business Development, Negotiation, Lead Generation, Leadership, Team Leadership, Entrepreneurship, Marketing Strategy, Recruiting, Online Advertising, Start-ups, Customer Service, Business Strategy, Business Planning, Management Consulting, Time Management, Social Networking, Sales Process, Strategy, Online Marketing, Salesforce.com, CRM, Direct Sales, Social Media Marketing, B2B, Sales Operations, Strategic Partnerships, Selling Skills, Cold Calling, Sales Presentations

Education
AG Edwards School of Investment Brokerage   1984 — 1984
Series 7 Securities License, Financial

American University   1971 — 1973
English, Pre-Law

United States Naval Academy   1969 — 1971

Karen Badger Karen Badger Butler, Pennsylvania Details
Karen Badger's A.G. Edwards & Sons Experience May 1990 - October 1990
Job Owner at KZB's Sweet Treats
Industry
Experience
KZB's Sweet Treats   January 2014 - Present
Aramark @ Consol Energy Center   August 2010 - Present
Clerk of Courts - County of Butler   October 2004 - Present
Aramark @ Heinz Field   August 2003 - Present
LAS- -Lutheran Affiliated Services   June 1992 - June 1995
Outlook Enterprises   October 1990 - June 1992
AG Edwards & Sons  May 1990 - October 1990

Education
Slippery Rock University of Pennsylvania   1986 — 1990
Business Administration and Management, General

Butler Senior High School   1982 — 1986

Steven Fries Steven Fries O Fallon, Missouri Details
Steven Fries's A.G. Edwards & Sons Experience 2000 - 2001
Job Senior Systems Architect at Magellan Health
Industry Information Technology and Services
Experience
Magellan Health  December 2014 - Present
Centene Corporation  June 2014 - December 2014
Magellan Health Services  November 2008 - June 2014
Millsap & Singer, P.C.   September 2004 - November 2008
Star Manufacturing  2003 - 2004
Magellan Health Services (Ciber Consultant)   2001 - 2002
A.G. Edwards & Sons   2000 - 2001

Skills
Web Services, JavaScript, XSLT, .NET, jQuery, Database Design, Microsoft SQL Server, ASP, Perl, JSON, XML, SOAP, SharePoint, MongoDB, VB.NET, T-SQL, AJAX, ASP.NET MVC, SSRS, TFS, IIS, Visual Studio, ASP.NET AJAX, Android, PHP, Apache, Node.js, Bootstrapping, MVC, AngularJS, Web Applications, REST, VBScript, LINQ, C#, SSIS, ASP.NET, SQL, Stored Procedures, HTML 5, Web Development, Application Architecture, CSS, MySQL, HTML, Microsoft Dynamics, CRM, Microsoft CRM, TIBCO, Oracle

Education
Southern Illinois University, Edwardsville   2001 — 2002
Computer Sceince

Truman State University   1998 — 2000
Computer Science

Chester High School

Jose A Martinez Jr, MBA Jose A Martinez Jr, MBA San Antonio, Texas Area Details
Jose A Martinez Jr, MBA's A.G. Edwards & Sons Experience June 1996 - August 1998
Job Allstate Certified Business Planner, Personal Registered Representative
Industry Financial Services
Experience
Allstate Financial Services  September 2001 - Present
Advantage Capital   September 1998 - August 2001
AG Edwards & Sons  June 1996 - August 1998
Hearst Corporation Newspaper Division   August 1985 - June 1996

Skills
IRAs, Long-term Care, Financial Services, Retirement, Annuities, Life Insurance

Education
Texas A&M International University   1988 — 1991
Master of Business Administration (M.B.A.), International Trade

The University of Texas at San Antonio   1982 — 1984
Bachelor's degree, Finance and Financial Management Services

Kyle White, CFA Kyle White, CFA Leawood, Kansas Details
Kyle White, CFA's A.G. Edwards & Sons Experience September 2006 - August 2008
Job Finance Director at Agspring
Industry Logistics and Supply Chain
Experience
Agspring  May 2014 - Present
Gavilon Group, LLC  September 2012 - May 2014
Gavilon Group, LLC  April 2010 - September 2012
Securities America, Inc. Member FINRA/SIPC   August 2009 - April 2010
Securities America, Inc. Member FINRA/SIPC   October 2008 - August 2009
A.G. Edwards & Sons   September 2006 - August 2008

Skills
Microsoft Excel, Hyperion, Microsoft Office, Financial Modeling, Mergers, Financial Advisory, Portfolio Management, Series 7, Trading, Series 63, Financial Analysis, Mutual Funds, Retirement Planning, Financial Risk, Strategic Financial..., Securities, Insurance, Mergers & Acquisitions, Analysis

Education
Creighton University   2008 — 2011
M.B.A., Business / Finance

The University of Kansas   2000 — 2004
B.S., Chemical Engineering

Dawn Sarao Dawn Sarao Bayonne, New Jersey Details
Dawn Sarao's A.G. Edwards & Sons Experience 2003 - 2007
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2012 - Present
Morgan Stanley Smith Barney  April 2008 - June 2012
Bear Stearns  April 2007 - April 2008
AG Edwards & Sons  2003 - 2007
Hold Brothers Online Investment Services   1998 - 2003

Skills
Series 7, series 66, Wealth Management...

Education
University of Scranton   1994 — 1998

Randy Cousineau Randy Cousineau Greater Detroit Area Details
Randy Cousineau's A.G. Edwards & Sons Experience 1985 - 1990
Job Owner, Pointe Hardware & Lumber
Industry Retail
Experience
Pointe Hardware & Lumber   July 1990 - Present
AG Edwards & Sons  1985 - 1990
Warren, MI   1980 - 1985
ADT Security Services  1980 - 1982

Skills
Payroll & Accounting, Inventory Control, Marketing, Customer Service, Budgets, Contract Negotiation, Microsoft Office, Visual Merchandising, Purchasing, Loss Prevention, Income Statement, Strategic Planning, Construction, Renovation, Business Planning, Time Management

Education
University of Michigan Business School   1980 — 1983
Business Administration

Western Michigan University   1977 — 1980
BBA, Finance & Managenment

Rochester Adams High School   1972 — 1976

Kevin Elder Kevin Elder Greater Minneapolis-St. Paul Area Details
Kevin Elder's A.G. Edwards & Sons Experience January 1995 - November 2007
Job Introducing Accredited Investors to an intriguing opportunity
Industry Financial Services
Experience
Consultant  August 2012 - Present
Ameriprise Financial Services, Inc.   November 2007 - August 2012
Sat-Ed Systems   May 2004 - June 2011
AG Edwards & Sons  January 1995 - November 2007
Shearson Lehman brothers  1987 - 1995

Skills
401k Rollovers, Asset Allocation, Asset Management, Banking, Business Development, Business Strategy, Estate Planning, Finance, Financial Advisory, Financial Goals, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Risk Management, Saving for Education, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planners, Alternative Investments

Education
University of Minnesota-Twin Cities   1974 — 1987
Bachelor of Science, Economics

University of Minnesota-Twin Cities

Angelita Jackson Angelita Jackson Greater St. Louis Area Details
Angelita Jackson's A.G. Edwards & Sons Experience 1997 - 2002
Job Graphic Artist at St. Louis American Newspaper
Industry Marketing and Advertising
Experience
St. Louis American Newspaper  2005 - Present
Watchman News Group Newspaper   2002 - 2005
A.G. Edwards & Sons   1997 - 2002

Skills
Graphic Design, InDesign, Illustration, Corporate Identity, Photography, Customer Service, Layout, CRM, Brochures, Illustrator, Microsoft Office, Graphics, QuarkXPress, Adobe Acrobat, Dreamweaver, Web Design, Advertising, Wedding Photography

Education
University of Missouri-Saint Louis
BFA, Graphic Design, Minor in Photography

Walter Blackledge Walter Blackledge Greater St. Louis Area Details
Walter Blackledge's A.G. Edwards & Sons Experience 1994 - 1999
Job Director of Database Administration at SIU School of Dental Medicine
Industry Information Technology and Services
Experience
SIU School of Dental Medicine   July 2006 - Present
AG Edwards  2005 - June 2006
Anheuser-Busch InBev  2004 - 2005
Consultant  2001 - 2004
CoreExpress  2000 - 2001
Intertech  1999 - 2000
SAVVIS  1998 - 1999
AG Edwards & Sons  1994 - 1999
Consultant  July 1993 - August 1994
Unisys  1990 - 1993

Skills
Microsoft SQL Server, Databases, PL/SQL, Unix, SQL, C#, Linux, Perl, XML, Windows, C++, Visual Basic, Software Development, Solaris, Integration, Database Administration, Visual Studio, Microsoft Office, T-SQL, Oracle SQL Developer, Oracle Database, Microsoft Visual Studio..., Business Analysis

Education
Southern Illinois University, Carbondale   1985 — 1987
Bachelor of Applied Science (BASc), Computer Science

Lewis and Clark Community College   1983 — 1985
Computer Programming, Specific Applications

Western Illinois University   1982 — 1983
Geology/Earth Science, General

Justin Toenjes Justin Toenjes Phoenix, Arizona Area Details
Justin Toenjes's A.G. Edwards & Sons Experience January 1995 - January 1998
Job at Peoples Mortgage Company
Industry Financial Services
Experience
Peoples Mortgage Company  February 2010 - Present
HomeAmerican Mortgage/Richmond American Homes   November 2002 - February 2010
Universal American Mortgage Co  January 2002 - November 2002
Ryland Mortgage Co   February 2000 - January 2002
U.S. Home Mortgage Corp   June 1998 - February 2000
A.G. Edwards & Sons   January 1995 - January 1998

Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Underwriting, FHA, Investments, USDA, Real Estate

Education
Arizona State University   1996 — 1998
BS, Finance

Mesa Community College   1994 — 1996

Scottsdale Community College   1993 — 1994

Roy Mattox Roy Mattox Bogalusa, Louisiana Details
Roy Mattox's A.G. Edwards & Sons Experience January 1988 - February 1995
Job Private Investor / Chief Investment Advisor
Industry Investment Management
Experience
Private Investor  March 2000 - June 2015
Darvas Investment Management LLC   September 2010 - December 2014
Paine Webber  February 1995 - February 2000
A.G. Edwards & Sons   January 1988 - February 1995
MBank Houston   January 1985 - October 1987

Skills
Registered Investment..., Investments, Financial Markets, Finance, Stock Trading, Investment Strategies, Hedge Funds, Portfolio Management, New Business Development, Financial Sales, Investment Analysis, Investment Management, Financial Services

Education
Louisiana State University   1983 — 1985
Master of Business Administration (M.B.A.), Finance

Louisiana State University   1976 — 1981
BS, Industrial Technology

Ashley Pastore Ashley Pastore Portland, Oregon Area Details
Ashley Pastore's A.G. Edwards & Sons Experience November 1997 - March 1999
Job Owner, Specialized Schedulers, Inc.
Industry Financial Services
Experience
Specialized Schedulers, Inc.   March 1999 - Present
AG Edwards & Sons  November 1997 - March 1999
Smith Barney  April 1994 - October 1997

Skills
401k, Advertising, Asset Allocation, Asset Management, CRM, Coaching, Management, Mutual Funds, Sales, Alternative Investments, Commodity, Corporate Communications, Customer Service, Database Admin, Event Planning, Finance, Financial Advisory, Financial Services, Fixed Annuities, Hedge Funds, Investment Advisory, Investments, Marketing, Outlook, Public Speaking, Recruiting, Retirement, Retirement Planning, Sales Management, Sales Operations, Sales Process, Securities, Time Management, Asset Managment, Change Management, Series 63, Series 7, Workshop Facilitation, Wealth Management

Education
Santa Clara University

Torree Pederson Torree Pederson Kansas City, Missouri Area Details
Torree Pederson's A.G. Edwards & Sons Experience 1997 - 2000
Job Owner, Clear Vision Concepts, LLC
Industry Management Consulting
Experience
Clear Vision Concepts, LLC   October 2008 - Present
Sprint Nextel  January 2006 - May 2008
Hallmark, Inc.   April 2005 - January 2006
Sprint  September 2004 - May 2005
Sprint  January 2003 - September 2004
Sprint Publishing & Advertising  July 2001 - January 2003
Sprint Publishing & Advertising  June 2000 - June 2001
AG Edwards & Sons  1997 - 2000

Skills
Process Improvement, Business Case, Internal Audit, Sarbanes-Oxley, Event Planning, Forecasting, Financial Analysis, Budgets, Strategic Planning, Pricing, Variance Analysis, Project Management, Competitive Analysis, Business Development, Finance, Cross-functional Team..., Financial Reporting, Management, Strategy, Business Process..., Financial Modeling, Executive Management, Start-ups, Business Strategy, New Business Development, Small Business, Management Consulting, Team Leadership, Invoicing, Strategic Partnerships, Public Speaking, Sarbanes-Oxley Act, P

Education
University of Missouri-Kansas City   2001 — 2002
MBA, Management

Missouri State University   1996 — 2000
BS, Finance

Andrew Coffin Andrew Coffin Greater St. Louis Area Details
Andrew Coffin's A.G. Edwards & Sons Experience April 2003 - March 2008
Job Senior Director Suddenlink Communications
Industry Telecommunications
Experience
Suddenlink Communications  March 2008 - Present
A.G. Edwards & Sons   April 2003 - March 2008
Sun Microsystems  February 2001 - October 2001

Skills
SOA, Disaster Recovery, Integration, Weblogic, Solaris, Cloud Computing, ETL, Unix, Requirements Analysis, Web Applications, Enterprise Software, Telecommunications, Software Development, Business Analysis, Network Security, SDLC, SQL, Troubleshooting, Oracle, Cisco Technologies, TCP/IP, Enterprise Architecture, Security

Education
Southern Illinois University, Edwardsville   2002 — 2003
Masters, Business Administration

Fontbonne University   1995 — 1998
Bachelor of Science (BS), Mathematics

John A. Licciardello CDFA John A. Licciardello CDFA Providence, Rhode Island Area Details
John A. Licciardello CDFA's A.G. Edwards & Sons Experience June 1995 - October 2000
Job President, Wentworth Divorce Financial Advisors, LLC
Industry Financial Services
Experience
Wentworth Planning Group   November 2013 - Present
Merrill Lynch  August 2009 - November 2013
UBS  October 2000 - August 2009
AG Edwards & Sons  June 1995 - October 2000
IBM  August 1982 - September 1995

Skills
Certified Divorce..., Divorce Planning, Strategic Financial..., Estate Planning, Retirement, Risk Management, Wealth Management, Investments, Retirement Planning, IRAs, Insurance, Certified Financial..., Team Building, Financial Advisory, Finance, Financial Services

Education
The University of Connecticut School of Business   1980 — 1981
MBA, Finance

University of Maryland College Park   1975 — 1977
Bachelor of Science, Finance and Marketing

Syracuse University   1973 — 1975
Finance

Michele Garcia Michele Garcia San Francisco Bay Area Details
Michele Garcia's A.G. Edwards & Sons Experience January 1997 - March 2001
Job Sr. Associate / Executive Assistant
Industry Investment Banking
Experience
SqueakyWheel Productions, LLC   May 2014 - Present
UBS Wealth Management  February 2015 - June 2015
J.P. Morgan Securities   January 2009 - December 2013
Credit Suisse Securities  March 2001 - January 2009
Credit Suisse Foundation   2001 - 2009
A.G. Edwards & Sons   January 1997 - March 2001

Skills
Series 7, Series 63, Notary Public, Equities, New Business Development, Investments, Hedge Funds, Private Equity, Portfolio Management, Sales, Fixed Income, Finance, Event Planning

Education
Napa Valley College

Colleen Clements Colleen Clements Saint Louis, Missouri Details
Colleen Clements's A.G. Edwards & Sons Experience September 1990 - October 1996
Job Director, Corporate Communications at Ducommun Incorporated
Industry Aviation & Aerospace
Experience
Ducommun Incorporated  June 2011 - Present
LaBarge, Inc.   October 1996 - June 2011
A.G. Edwards & Sons   September 1990 - October 1996

Skills
Corporate Communications, Internal Communications, Media Relations, Marketing Communications, Leadership, Public Relations, Management, Marketing Strategy, Editing, Marketing, Strategy, Press Releases, Investor Relations, Content Development, Writing, Strategic Communications, Brand Management, Communications Planning, Speech Writing, Message Development

Education
Saint Louis University
Bachelor’s Degree, Communications, Marketing minor, Magna cum laude

Nerinx Hall High School
High School

Suzette Meyer Suzette Meyer Saint Petersburg, Florida Details
Suzette Meyer's A.G. Edwards & Sons Experience 1993 - 1999
Job Regional Account Manager
Industry Computer Software
Experience
Fleetmatics  2014 - Present
Operation: Hire Our Heroes   2012 - 2013
Morgan Stanley Smith Barney  2008 - 2011
Blauvelt Investment Group   2003 - 2008
Merrill Lynch  1999 - 2003
A.G. Edwards & Sons   1993 - 1999

Skills
Public Speaking, Marketing, Social Media Marketing, Public Relations, Team Building, Customer Service, New Business Development, Sales Management, Management, Account Management

Education
Boston College
Bachelor of Arts (B.A.)

Boston College
Bachelor's degree

Alan Knisley Alan Knisley Greater New York City Area Details
Alan Knisley's A.G. Edwards & Sons Experience April 2003 - August 2009
Job Graduated M.Div Student at Union Theological Seminary
Industry Investment Management
Experience
The Bowery Mission  January 2013 - June 2014
Burke Library   January 2010 - May 2014
A.G. Edwards & Sons   April 2003 - August 2009
Gruntal & Co  June 1999 - October 2002

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Research, PowerPoint, Writing, Problem Solving, Budgeting, Administration, Photoshop, Teaching, Strategic Planning, Negotiation, Public Speaking, HTML, Microsoft Word, Editing

Education
Union Theological Seminary   2010 — 2015
Master of Divinity (MDiv)

Union Theological Seminary
Master of Divinity Program

University of California, Santa Barbara   1972 — 1976
Bachelor's degree, Economics

Monica Simpson Monica Simpson Reno, Nevada Area Details
Monica Simpson's A.G. Edwards & Sons Experience April 2006 - September 2007
Job Financial Consultant at T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC   September 2013 - Present
Wells Fargo Advisors  September 2008 - May 2013
Citi Smith Barney  October 2007 - September 2008
A.G. Edwards & Sons   April 2006 - September 2007
Salomon Smith Barney  March 2003 - March 2006
Morgan Stanley Dean Witter  September 2002 - March 2003

Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance

Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management

Lisa Gonzalo Lisa Gonzalo Greater New York City Area Details
Lisa Gonzalo's A.G. Edwards & Sons Experience December 2001 - July 2006
Job Associate at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C.   June 2015 - Present
U.S. Department of Justice, Civil Division   June 2014 - June 2015
Day Pitney LLP  January 2010 - June 2014
New Jersey Crime Victims Law Center  September 2009 - December 2009
Lincoln Square Legal Services  August 2008 - December 2008
Day Pitney LLP  May 2008 - August 2008
Securities and Exchange Commission  June 2007 - August 2007
A.G. Edwards & Sons   December 2001 - July 2006
Prudential Securities  June 1999 - December 2001
United States Air Force  August 1990 - July 1994

Skills
Litigation, Legal Writing, Civil Litigation, Legal Research, Legal Assistance, Appeals, Creditors' Rights, Pleadings, Securities, Motions, Corporate Governance, Securities Regulation, Dispute Resolution, Commercial Litigation, Franchise Litigation, Trade Secrets, International Trade Law, Customs Valuation, Customs Regulations, International Trade, Mediation, Courts, Franchising

Education
Fordham University School of Law   2006 — 2009
J.D., Law

Rutgers University-New Brunswick   1996 — 1998
BA, Political Science

Community College of the US Air Force   1990 — 1993
Associate, Applied Science, Avionics Systems Technology

Chris Burkmenn Chris Burkmenn Greater Nashville Area Details
Chris Burkmenn's A.G. Edwards & Sons Experience April 2007 - August 2008
Job Host of thecbex.com /Audience Coordinator
Industry Entertainment
Experience
Chris Burkmenn   January 2011 - Present
Audience Company Nashville   April 2013 - Present
Every Nation Ministries  July 2012 - May 2013
CMA  2013 - 2013
Wells Fargo  June 2009 - June 2012
George P Johnson  June 2010 - September 2010
Wachovia Securities/Wells Fargo Bank   April 2007 - June 2009
AG Edwards & Sons  April 2007 - August 2008

Skills
Hosting, Brand Development, TV Personality, Customer Service, Webisodes, Acting, Creative Marketer, Confidentiality, Event Planning, Social Media, Teamwork, Solid computer skills, Professional Phone..., Marketing Communications, Social Networking, Typing

Education
Hickey College   2005 — 2006
Computer Specialist, Computers

Steve G. Shipp, CRCP Steve G. Shipp, CRCP San Francisco Bay Area Details
Steve G. Shipp, CRCP's A.G. Edwards & Sons Experience 1996 - 2000
Job Operations at Parsons Financial Advisors
Industry Financial Services
Experience
Parsons Financial Advisors   2015 - Present
Foothill Securities, Inc.   2008 - 2015
Geneos Wealth Management  2007 - 2008
Provident Credit Union  2005 - 2007
Region of Financial Network Investment Corporation   2000 - 2005
A.G. Edwards & Sons   1996 - 2000
Prudential Insurance  1996 - 1996
PlanMember Financial Corporation  1989 - 1995
First Eagle Investment Banker   1989 - 1989

Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking

Education
University of Pennsylvania - The Wharton School   2013 — 2013
CRCP Program

California State University-Chico

Ed Orgeron Ed Orgeron Jennings, Louisiana Details
Ed Orgeron's A.G. Edwards & Sons Experience February 1996 - April 2004
Job Orgeron Investment Management
Industry Investment Management
Experience
Orgeron Investment Management   April 2004 - Present
Orgeron Residential Properties, LLC   January 1996 - Present
Williams Financial Group  2005 - 2015
AG Edwards & Sons  February 1996 - April 2004

Skills
Investments, Asset Managment, Investment Advisory, Asset Management, Asset Allocation, Pensions, Alternative Investments, 401k, Portfolio Management, Financial Advisory, Mutual Funds, Equities, Wealth Management, Private Equity, Emerging Markets, Securities, Management, Real Estate Development, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Financial Planning, Customer Service

Education
McNeese State University   1989 — 1991
Mechanical Engineering

Kilgore College   1987 — 1989
AAS, Corrosion Engineering Technology

Jef Sims Jef Sims Austin, Texas Area Details
Jef Sims's A.G. Edwards & Sons Experience March 2003 - November 2005
Job Dell
Industry Information Technology and Services
Experience
Dell  November 2004 - Present
AG Edwards & Sons  March 2003 - November 2005
BMW North America  December 2000 - March 2003

Skills
Salesforce.com, Solution Selling, Sales Process, Negotiation, Direct Sales, Cloud Computing, Account Management, Customer Service, Enterprise Software, SaaS, Channel Partners, Storage, Sales Management, Business Development, Selling, Sales Operations, Sales, B2B, Leadership, Management, Strategy, Training, New Business Development, CRM

Education
Norwich University

University of Mary Hardin-Baylor

Jeff Steinmann Jeff Steinmann Saint Louis, Missouri Details
Jeff Steinmann's A.G. Edwards & Sons Experience August 1998 - November 2002
Job Author of "How to Quit Working" and Founder of Braveau Experts
Industry Marketing and Advertising
Experience
Braveau Experts   2011 - Present
Wells Fargo Advisors (Formerly Wachovia Securities, A.G. Edwards)   August 1998 - April 2012
A.G. Edwards & Sons   August 1998 - November 2002
Allsup Inc.  October 1995 - August 1998

Education
University of Phoenix   2003 — 2005
Bachelor of Science, Business Administration

Craig Caesar Craig Caesar Greater St. Louis Area Details
Craig Caesar's A.G. Edwards & Sons Experience 1994 - 1995
Job Technology Strategist
Industry Computer Software
Experience
Caesar Consulting, LLC   April 2015 - Present
Microsoft  April 2012 - March 2015
Caesar Consulting, LLC - Caesar Creative, LLC   August 2006 - April 2012
ADAPT of America   1999 - 2006
HarrisLOGIC, Inc.   1999 - 2006
Wordlink  1997 - 1999
Norstan  1997 - 1999
Varner Technologies, Inc.   1996 - 1997
EDS  1995 - 1996
A.G. Edwards & Sons   1994 - 1995

Skills
Integration, Strategic Planning, Marketing, Software Development, Cloud Computing, Pre-sales Technical..., Pre-sales, Web Development, Enterprise Software, Program Management, Start-ups, Solution Selling, Virtualization, Business Intelligence, Management, IT Management, SaaS

Education
University of Missouri-Saint Louis   1999 — 2003

Mark Lininger, CFP / AIF / CIMC Mark Lininger, CFP / AIF / CIMC Beverly Hills, California Details
Mark Lininger, CFP / AIF / CIMC's A.G. Edwards & Sons Experience 2003 - 2008
Job Senior Vice President Financial Advisor, Institutional Consulting Group at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  2008 - Present
A.G. Edwards & Sons   2003 - 2008
Wells Fargo  1998 - 2003
Wealth Management Group at Oppenheimer & Co   1992 - 1998

Skills
Institutional Money..., Bond Portfolios, Listening, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models, Understanding Client..., Wealth Management, Finance, Financial Services, Investments

Education
USC Marshall School of Business   1989 — 1992
Master of Business Administration - Emphasis in Finance, Finance

UCLA   1976 — 1979
Bachelor of Arts - Psychology, Psychology

Accredited Investment Fiduciary (AIF®)

CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)

Certified Investment Management Consultant (CIMC®)

David Lee, CFA David Lee, CFA San Francisco Bay Area Details
David Lee, CFA's A.G. Edwards & Sons Experience June 2003 - August 2003
Job Manager at Ernst and Young
Industry Financial Services
Experience
Ernst and Young  October 2013 - Present
Ernst & Young  June 2012 - October 2013
Investance  October 2010 - June 2012
Group One Trading, LP  October 2007 - October 2010
Group One Trading, LP  October 2006 - October 2007
Group One Trading, LP  August 2004 - October 2006
A.G. EDWARDS & SONS   June 2003 - August 2003
Merrill Lynch  June 2002 - August 2002

Skills
Options, Derivatives, Volatility, Equities, Trading, Management Consulting, project management, Business Analysis, Financial Analysis, Financial Advisory, Reporting & Analysis, Budget Preparation, SDLC, PMO, Financial Services, Financial Risk, Project Management, Information Technology, Portfolio Management

Education
Stanford University   2000 — 2004
B.S., Biological Sciences/Economics

Stephen Giella Stephen Giella Augusta, Georgia Area Details
Stephen Giella's A.G. Edwards & Sons Experience March 1995 - May 2003
Job Financial Advisor at Giella Financial Services,LLC
Industry Financial Services
Experience
Giella Financial Services   December 2012 - Present
Edward Jones Investments  May 2009 - December 2012
Wachovia Securities LLC  May 2003 - May 2009
A.G. Edwards & Sons   March 1995 - May 2003

Skills
Sales Management, investment knowledge, mentoring skills, Computer Literate, high energy, Team Leadership, Coaching, client development, integrity and..., strong communication..., excellent sales skills, ability to travel..., manage sales territory, team player, track record of..., Teamwork, Client Development, Strategic Financial..., Management, Insurance, Mutual Funds, Retirement, Fixed Annuities, Financial Advisory, Financial Planning

Education
Regent University   1992 — 1995
Master of Business Administration (MBA), Business

Regent Universtiy   1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, 3.4965

St. Leo University   1989 — 1991
Bachelor of Arts (BA), Criminology

Victoria Hollidge Victoria Hollidge Charlotte, North Carolina Details
Victoria Hollidge's A.G. Edwards & Sons Experience January 1999 - March 2000
Job Owner, WAO Designs Luxe Bohemian Handmade Bracelets, Necklaces and Jewelry
Industry Apparel & Fashion
Experience
WAO Designs   January 2009 - Present
Solace Management & Event Planning   January 2007 - Present
AG Edwards & Sons  January 1999 - March 2000
Scott & Stringfellow  January 1992 - January 1999

Skills
Jewelry Design, Handmade Jewelry, Jewelry, Bracelets, Necklaces, Retail, Fashion, Apparel, Merchandising, Styling, Visual Merchandising, Luxury Goods, Trend, Fashion Design, Store Management

Education
Queens University of Charlotte   1993 — 1997

Duane Meyer Duane Meyer Overland Park, Kansas Details
Duane Meyer's A.G. Edwards & Sons Experience 2000 - October 2007
Job at
Industry Information Technology and Services
Experience
Charter Communications  March 2015 - Present
Sprint  July 2014 - September 2014
Bank of America  January 2013 - June 2014
Amazon.com  January 2011 - April 2012
USTRANSCOM with RTGX   2009 - January 2011
Wachovia Securities  2007 - May 2010
Wachovia Corporation  2007 - March 2009
A.G. Edwards   August 2000 - October 2007
A.G. Edwards & Sons   2000 - October 2007
Performics  October 1998 - August 2000

Skills
Perl, TCP/IP, Apache, SharePoint, Troubleshooting, Python, Programming, Architectures, C++, Windows, Weblogic, SOAP, Data Center, Requirements Analysis, Networking, Integration, Technical Support, Disaster Recovery, Architecture

Education
Missouri State University   1994 — 1998
Bachelor of Science (BSc)

Minnesota State University, Mankato   1988 — 1991
N/A

University of Borås

Abraham Leon Abraham Leon Southfield, Michigan Details
Abraham Leon's A.G. Edwards & Sons Experience July 2006 - January 2007
Job Associate at Fortis Net Lease
Industry Real Estate
Experience
Fortis Net Lease   June 2015 - Present
Leon's Restaurants   January 1999 - Present
Signature Associates Commercial Real Estate  November 2012 - October 2014
Investment Solution Services, LLC   February 2011 - December 2012
Telemus Capital Partners  May 2010 - August 2010
A.G. Edwards & Sons   July 2006 - January 2007

Skills
Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Investment, Equity Trading, Negotiation, Research, Fixed Income Products, Mutual Fund Research, Portfolio Management, Business Analysis, Team Leadership, Annuity, Customer Service, Customer Relations, Investment Advisory, Risk Management, Financial Planning, Financial Markets, Financial Management, Alternative Investments, Entrepreneur, Wealth Management, Real Estate Sales..., Strategic Financial..., Entrepreneurship, Investment Properties, Mutual Funds, Insurance, Securities

Education
University of Michigan-Dearborn   2007 — 2010
MBA, Finance

Michigan State University   2001 — 2005
Bachelor's degree, Finance, General

Detroit Catholic Central High School   1998 — 2001

Don Sawyer Don Sawyer Fayetteville, North Carolina Details
Don Sawyer's A.G. Edwards & Sons Experience June 2004 - March 2006
Job Mechanical Design Engineer at Self Employed Mechanical Engineer / Industrial Designer
Industry Mechanical or Industrial Engineering
Experience
Self Employed - Mechanical Engineer / Industrial Designer  September 2013 - Present
Goodyear  November 2008 - August 2011
Georgia Tech ATDC   January 2008 - November 2008
Physical Acoustics Corp   May 2007 - January 2008
Independent Consulting  March 2006 - May 2007
A.G. Edwards & Sons   June 2004 - March 2006
GTI Consulting   September 2001 - June 2004
Penberthy Foundry (Div. of TYCO International)   September 2000 - September 2001
Gamma Technologies, Inc  August 1994 - September 2000
Quantum Measurements Corporation   June 1993 - August 1994

Skills
Manufacturing, Continuous Improvement, Lean Manufacturing, Kaizen, Project Management, SAP, Training, Project Engineering, Electricians, TPM, Mechanical Engineering, Kanban, Six Sigma, Business Development, Microsoft Excel, Engineering, Process Engineering

Education
Georgia Institute of Technology - Georgia Tech College of Management   1984 — 1986
MSIM, Management

Georgia Institute of Technology   1977 — 1982
BME, Mechanical Engineering

Daniel Erskine Daniel Erskine Greater St. Louis Area Details
Daniel Erskine's A.G. Edwards & Sons Experience October 2000 - October 2004
Job Senior UNIX System Administrator at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  May 2009 - Present
Wachovia Securities  February 2008 - May 2009
A.G. Edwards & Sons, Inc.   October 2004 - February 2008
A.G. Edwards & Sons   October 2000 - October 2004
Union Pacific Railroad  July 1999 - September 2000
Edward Jones  June 1996 - January 1999
US Transportation Command  June 1991 - April 1996

Skills
Hardware, HP-UX, Unix, Unix Shell Scripting, SAN, Disaster Recovery, System Administration, BMC Remedy, DNS, Mainframe, Shell Scripting, Servers, SDLC, Linux, Networking, Troubleshooting, Operating Systems, Red Hat Linux, Data Center, Solaris, Customer Service, Root Cause Analysis, Technical Support, Network Security, TCP/IP, RHEL

Education
Belleville Area College   1993 — 1995
Computer Science

Community College of the Air Force   1991 — 1994
Computer Science

Jamestown Community College   1984 — 1985
Computer Science

Adolf F. Haffenreffer IV Adolf F. Haffenreffer IV Providence, Rhode Island Area Details
Adolf F. Haffenreffer IV's A.G. Edwards & Sons Experience August 2005 - December 2006
Job Partner/Yacht Broker
Industry Maritime
Experience
Wellington Yacht Partners   March 2008 - Present
Churchill Yacht Partners   March 2007 - March 2008
Bear Stearns  December 2006 - March 2007
A.G. Edwards & Sons   August 2005 - December 2006

Skills
Risk Management, Yachting, Navigation, Capital Markets, Investment Banking, Sailing, Business Development, Boating, Contract Negotiation, Maritime, Negotiation, Selling, Boat, Due Diligence, Finance

Education
Connecticut College   2001 — 2005
BA, Economics

The Tuck School of Business at Dartmouth   2004 — 2004
none, Tuck Business Bridge Program

Portsmouth Abbey School   1997 — 2001
Prep School

Friends academy
Grammer

Peter Ianace Peter Ianace Dallas/Fort Worth Area Details
Peter Ianace's A.G. Edwards & Sons Experience May 1998 - April 2004
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2011 - Present
Morgan Stanley  2004 - October 2011
AG Edwards & Sons  May 1998 - April 2004

Skills
Alternative Investments, Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Due Diligence, Financial Services, Asset Managment, Asset Allocation, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, Separately Managed..., Commercial Lending, Derivatives, Credit, Loans, ETFs, Wealth Management..., Structured Products, Options, Financial Markets, Finance

Education
Wharton School of Business   2005 — 2006

Southern Methodist University - Cox School of Business   1997 — 1998
Bachelor of Science (BS), Finance

Bob Baer Bob Baer Greater St. Louis Area Details
Bob Baer's A.G. Edwards & Sons Experience July 1999 - February 2008
Job Manager OS Server Engineering at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  July 2012 - Present
Wells Fargo  November 2009 - July 2012
Wachovia  February 2008 - November 2009
A.G. Edwards & Sons   July 1999 - February 2008
Epoch Group   July 1996 - June 1999
Fujitsu ICL Retail Systems   January 1995 - July 1996

Skills
Red Hat Linux, Server Architecture, HP-UX, Linux, Operating Systems, Product Management, RedHat, Servers, Solaris, Unix

Education
University of Missouri-Rolla   1990 — 1994
Bachelors, Computer Science

Randall Stone Randall Stone Chico, California Area Details
Randall Stone's A.G. Edwards & Sons Experience January 2003 - March 2004
Job Councilmember at City of Chico
Industry Investment Management
Experience
City of Chico  December 2012 - Present
Special Olympics Butte County   January 2009 - Present
Randall Stone Realty   November 2005 - Present
Randall Stone Financial Planning & Real Estate   June 2004 - Present
Stone Building Corporation   September 2005 - February 2012
A.G. Edwards & Sons   January 2003 - March 2004
Morgan Stanley  March 2002 - January 2003

Skills
Estate Planning, Bonds, Options, Real Estate, Retirement Planning, Personal Finance, Public Administration, Public Policy, Public Finance, IRAs, Management, Leadership, Mutual Funds, Investments, Strategic Financial..., Nonprofits, Retirement, Portfolio Management, Fixed Annuities, Series 7, Finance, 401k, Series 63, Financial Services, Wealth Accumulation, Small Business, Disability Insurance, Investment Properties, Project Planning, Stocks, Community Development, Risk Management, Real Estate Transactions, Analysis, Funding, Financial Analysis, Strategic Planning, Public Speaking, Commercial Real Estate, Community Outreach, Sellers, Economic Development, Policy Analysis, Organizational..., Grant Writing, Program Management, Government, Social Networking, Entrepreneurship, Client Development

Education
California State University-Chico   2008 — 2010
Master of Arts, Public Administration

California State University, Chico   1995 — 1998
Bachelors, B.A. Economics, B.S. Business Administration - Finance

Oregon State University   1994 — 1995
Transfer, Finance

Ryan Wormley Ryan Wormley Greater Chicago Area Details
Ryan Wormley's A.G. Edwards & Sons Experience December 2003 - December 2007
Job Senior Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2013 - Present
Wells Fargo Advisors, LLC.   January 2009 - January 2013
Wachovia Securities  December 2007 - January 2009
AG Edwards & Sons  December 2003 - December 2007
Ceridian  2000 - 2003
Ceridian  January 1997 - November 2000
Ceridian  July 1995 - January 1997
ADP  June 1994 - July 1995
Sigma Chi International   July 1993 - May 1994

Skills
Portfolio Management, Retirement Planning, Business Retirement..., Investments, Finance, Sales, Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Equities, Financial Analysis, Fixed Income, Insurance, Financial Services, Estate Planning, Financial Modeling, Strategic Planning, Banking, Alternative Investments, Salesforce.com

Education
Bradley University   1989 — 1993
BS

Alan Corliss Alan Corliss Wichita, Kansas Area Details
Alan Corliss's A.G. Edwards & Sons Experience December 2003 - March 2007
Job Senior Wealth Advisor at INTRUST Bank
Industry Financial Services
Experience
INTRUST Bank  June 2015 - Present
INTRUST Bank  March 2007 - Present
AG Edwards & Sons  December 2003 - March 2007

Skills
Retirement Planning, Investment Advisory, Wealth Management, Retail Banking, Credit Analysis, Investments, Capital Markets

Education
University of Colorado Colorado Springs   1997 — 2003

Ira Crane Ira Crane Greater St. Louis Area Details
Ira Crane's A.G. Edwards & Sons Experience August 2006 - October 2008
Job Vice President Managed Accounts, Strategic Solutions Group. Wells Fargo Advisors.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2009 - Present
A.G. Edwards & Sons   August 2006 - October 2008
A. G. Edwards   August 2006 - October 2008
Festo Corporation  1996 - 2006

Skills
Project Management, Business Analysis, Requirements Gathering, SDLC, Vendor Management, Visio

Education
Maryville University of Saint Louis   2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

Northwestern University   1986 — 1990
Industrial Engineering & Management Science, Bachelor of Science

Kay Kaffenberger Kay Kaffenberger Greenville, South Carolina Area Details
Kay Kaffenberger's A.G. Edwards & Sons Experience July 1994 - February 1996
Job Product Manager at TSYS
Industry Information Technology and Services
Experience
TSYS (formerly TSYS iSolutions / ProCard, Inc.)   June 2001 - Present
Capital One Auto Finance  August 2000 - June 2001
Sentient, Inc.   April 2000 - August 2000
Royal & Sun Alliance (formerly Orion Auto/Guaranty National Insurance)   November 1997 - April 2000
USA Group  April 1997 - November 1997
First National Summit Bank   February 1996 - April 1997
AG Edwards & Sons  July 1994 - February 1996
Scott Credit Union  April 1988 - July 1994

Skills
Product Management, Requirements Analysis, Software Project..., Product Requirements, Agile Methodologies, SDLC, Requirements Gathering, Scrum, Agile Project Management, SQL, Software Development, Business Analysis, Program Management, Testing

Education
Fontbonne University   1989 — 1991
Bachelor of Science (BS), Computer Information Systems

O Fallon Township High School   1981 — 1985

Leo Sarusal Leo Sarusal Greater St. Louis Area Details
Leo Sarusal's A.G. Edwards & Sons Experience October 2003 - October 2005
Job Performance & Load Test Engineer
Industry Financial Services
Experience
Wells Fargo Advisors  May 2009 - Present
Wachovia Securities  March 2008 - April 2009
A.G. Edwards Technology Group, Inc.   November 2005 - February 2008
A.G. Edwards & Sons   October 2003 - October 2005
A.G. Edwards   September 1999 - September 2003
U.S. Air Force   August 1997 - August 1999
U.S. Air Force   March 1995 - August 1997
U.S. Air Force   August 1990 - February 1995
U.S. Air Force   November 1982 - July 1990
U.S. Air Force   November 1977 - November 1982

Education
Park University
Bachelor of Science, Computer Science

Community College of the Air Force
Associate in Applied Science, Instructional Technology

University of Maryland College Park
Associate of Arts, Management

Community College of the Air Force
Associate in Applied Science, Avionics Systems Technology

Joe Camillo Joe Camillo Greater St. Louis Area Details
Joe Camillo's A.G. Edwards & Sons Experience 2000 - July 2006
Job at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC  October 2007 - Present
Wachovia  2006 - Present
Wachovia Securities  July 2006 - October 2007
A.G. Edwards   January 2000 - October 2007
A.G. Edwards & Sons   2000 - July 2006

Education
Southern Illinois University, Edwardsville   1991 — 1996
MBA, Finance Emphasis

Millikin University   1978 — 1982
BS, Marketing

Marc Van Bell Marc Van Bell Greater Milwaukee Area Details
Marc Van Bell's A.G. Edwards & Sons Experience May 2000 - December 2007
Job Product Specialist, Fundamental Small and MidCap Growth Equities, BMO Global Asset Management
Industry Financial Services
Experience
M&I Investment Management Corporation   March 2010 - Present
BMO Global Asset Management  2011 - 2015
BMO Global Asset Management  2011 - 2015
BMO Global Asset Management  2011 - 2015
Red Granite Advisors, LLC   April 2008 - August 2009
A.G. Edwards & Sons   May 2000 - December 2007
B.C. Ziegler & Co (GS2 Securities)   November 1997 - April 2000

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MBA, Finance, Marketing

University of Iowa   1986 — 1990
BBA, Marketing, minor in Political Science

Jennifer Kunesh Jennifer Kunesh Cleveland/Akron, Ohio Area Details
Jennifer Kunesh's A.G. Edwards & Sons Experience October 2004 - September 2008
Job Complex Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James  October 2012 - Present
Raymond James  September 2008 - Present
A.G. Edwards & Sons   October 2004 - September 2008

Education
Cuyahoga Community College

Sandy Radzik Sandy Radzik Sacramento, California Area Details
Sandy Radzik's A.G. Edwards & Sons Experience 1986 - 1988
Job Senior Health System Manager at Janssen, Pharmaceutical Companies of Johnson and Johnson
Industry Pharmaceuticals
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson  April 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson  February 2012 - Present
Ortho-McNeil Pharmaceutical  October 2008 - July 2012
Ortho-McNeil Inc.  October 2002 - October 2008
Ortho-McNeil Pharmaceutical  July 1993 - 2002
A.G. Edwards & Sons   1986 - 1988
University of Chicago  1980 - 1985

Skills
Sales Management, Customer Acquisition, Customer Relations, Account Management, Negotiation, Financial Modeling, Hospitals, Cross-functional Team..., Consultative Selling, Key Account Management, Pharmaceuticals, Pharmaceutical Industry, Leadership, Strategy, CRM, Customer Service, Selling, Healthcare, Management, Sales, Contract Negotiation, Pharmaceutical Sales, Product Launch

Education
University of Phoenix   2009 — 2014
Doctorate in Business Adminstration in process, Concentration in Healthcare

University of Phoenix   2008 — 2009
MBA, Business

Washington State University. Pullman, WA   1979 — 1981
ABD, Sociology

University of Massachusetts, Amherst   1976 — 1978
Psychology, Minor in Spanish

Derek Drysdale Derek Drysdale Kansas City, Missouri Area Details
Derek Drysdale's A.G. Edwards & Sons Experience May 1998 - December 2001
Job Vice President, Internal Audit at H&R Block
Industry Consumer Services
Experience
H&R Block  December 2014 - Present
H&R Block  February 2013 - December 2014
H&R Block  May 2012 - February 2013
H&R Block  March 2009 - May 2012
H&R Block  October 2007 - March 2009
H&R Block  June 2006 - October 2007
Hallmark Cards  March 2005 - June 2006
City of Kansas City, MO  December 2001 - March 2005
AG Edwards & Sons  May 1998 - December 2001

Skills
Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Investments, Corporate Communications, Crisis Communications, Strategic Communications, Financial Modeling, Budgets, Forecasting, Strategic Planning, Cross-functional Team..., Leadership, Investor Relations, Corporate Finance, Customer Service, Management, Income Statement, Equities, Business Strategy, Managerial Finance, Business Analysis, Public Speaking, Public Relations, Strategy

Education
Missouri State University   1996 — 1998
B.S., Finance

Missouri Western State University   1994 — 1996

St. Joseph Benton High School

Nancy Furlow Nancy Furlow Greater St. Louis Area Details
Nancy Furlow's A.G. Edwards & Sons Experience March 2000 - October 2008
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards)   October 2009 - November 2012
Wells Fargo Advisors  October 2009 - November 2012
AG Edwards/Wachovia Securities   October 2008 - October 2009
Wachovia Securities  October 2008 - October 2009
A.G. Edwards & Sons   March 2000 - October 2008
AG Edwards  March 2000 - October 2008
A.G. Edwards   March 2000 - October 2008
AG Edwards & Sons, Inc.   March 2000 - October 2008
OSF Healthcare  1993 - 2000

Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture

Education
The University of Texas at San Antonio   1985 — 1986

Eastern Illinois University   1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics

Glen Firns Glen Firns Greater St. Louis Area Details
Glen Firns's A.G. Edwards & Sons Experience 2003 - July 2008
Job Manager Process Analysis and Quality Assurance at Washington University in St. Louis
Industry Financial Services
Experience
Washington University in St. Louis  August 2009 - Present
Italgrani USA, Washington University   October 2008 - October 2009
A.G. Edwards & Sons   2003 - July 2008
A.G. Edwards & Sons, Inc.   1999 - 2003
A.G. Edwards & Sons, Inc.   1995 - 1999
A.G. Edwards & Sons, Inc.   1989 - 1995

Skills
Project Management, Systems Analysis, SQL, Testing, Quality Assurance, Troubleshooting, Visio, Leadership, Management, Software Documentation, SDLC, Change Management, Virtualization, Java, Analysis, Business Process..., Business Analysis, Integration, Business Intelligence, Team Leadership, Microsoft SQL Server, Data Analysis, Software Development, Enterprise Software, MS Project, Software Project..., Databases, IT Management, Requirements Gathering, SharePoint, Program Management, Vendor Management, Process Improvement

Education
University of Missouri-Saint Louis   1983 — 1986
BS – Business, Magna Cum Laude honors, Dual Emphasis – Management Science, Management Information Systems

Patrick Souter Patrick Souter United States Details
Patrick Souter's A.G. Edwards & Sons Experience 2002 - 2004
Job CEO
Industry Hospital & Health Care
Experience
Smile and Love LLC   2014 - Present
SFG Alternatives (Solutions Funds Group)   2012 - 2013
Stifel Nicolaus  2004 - 2012
AG Edwards & Sons  2002 - 2004
William Blair & Company  1998 - 2002

Skills
Series 7, Alternative Investments, Series 63, Equities, Investments, Series 65, Fixed Income, Portfolio Management, Securities, ETFs, Investment Advisory, Equity Trading, Investment Strategies, Institutional Sales, Options, Asset Allocation

Education
University of Notre Dame   1987 — 1991

Loyola Academy

Kelly Roschke Kelly Roschke Greater St. Louis Area Details
Kelly Roschke's A.G. Edwards & Sons Experience May 2000 - 2005
Job Project Manager at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC  July 2009 - Present
Wachovia Securities  January 2008 - July 2009
AG Edwards  2005 - 2008
A.G. Edwards & Sons   May 2000 - 2005

Education
Creighton University

Eugene Shen, CFA Eugene Shen, CFA Greater Los Angeles Area Details
Eugene Shen, CFA's A.G. Edwards & Sons Experience 1994 - 2000
Job
Industry Investment Management
Experience
Bay Realty Investments   2006 - Present
Calyon Corporate & Investment Banking   2004 - 2004
A.G. Edwards & Sons   1994 - 2000

Education
UCLA Anderson School of Management   1999 — 2002
MBA

The Chinese University of Hong Kong   2001 — 2001
MBA

University of California, Berkeley, Haas School of Business   1990 — 1994
BS

Peter Gates Peter Gates Greater Boston Area Details
Peter Gates's A.G. Edwards & Sons Experience April 2002 - July 2007
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2011 - Present
Wells Fargo Advisors  January 2009 - July 2011
Wells Fargo Advisors  July 2007 - January 2009
AG Edwards & Sons  April 2002 - July 2007
CitiStreet  December 2001 - April 2002
mPower  October 2000 - August 2001
Fidelity Investments  1995 - 2000

Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Alternative Investments, Retirement, Securities, Investment Strategies, Fixed Income, Equities

Education
Colby College   1991 — 1995
Bachelor of Arts

Deerfield Academy   1990 — 1991
PG

Scituate High School

Scott Bursten Scott Bursten Greater Denver Area Details
Scott Bursten's A.G. Edwards & Sons Experience January 1996 - March 2007
Job Industry Sales Executive
Industry Computer Software
Experience
Autodesk  February 2012 - Present
Autodesk  August 2011 - February 2012
Autodesk  2008 - July 2011
AG Edwards & Sons  January 1996 - March 2007
Smith Barney  1989 - 1996

Skills
Salesforce.com, Software Sales, Solution Selling, Enterprise Software, Channel Partners, Resellers, Channel, SaaS, Demand Generation, Sales Enablement, Business Alliances, Software Industry, Cloud Computing, Direct Sales, Sales Operations, Go-to-market Strategy, Partner Management, Sales, Selling, Strategic Partnerships, Contract Negotiation, Account Management, Lead Generation, Sales Process, CRM, Professional Services

Education
University of Kansas
Psychology

University of Wisconsin-Madison

Jason Uhlman Jason Uhlman Greater Denver Area Details
Jason Uhlman's A.G. Edwards & Sons Experience May 2002 - August 2005
Job Director of Business Transformation at Air Methods
Industry Hospital & Health Care
Experience
Air Methods  April 2015 - Present
DaVita  December 2011 - April 2015
DaVita  January 2011 - December 2011
Qwest Communications  June 2010 - January 2011
MBH Enterprises   January 2010 - March 2010
University of Denver  March 2009 - March 2010
University of Denver  March 2007 - June 2008
Daniels College of Business  March 2007 - June 2008
Uhlman Construction, LLC   September 2005 - December 2006
A.G. Edwards & Sons   May 2002 - August 2005

Skills
Strategy, Leadership, Cross-functional Team..., Process Improvement, Analytics, Forecasting, Healthcare Management, Project Management, Project Planning, Relationship Building, Innovation Management, Reporting & Analysis, Financial Analysis, Strategic Planning, Analysis, Management, Data Analysis, Financial Modeling, Program Management, Business Analysis

Education
Daniels College of Business, University of Denver   2009 — 2010
Master of Science Finance, Finance

Daniels College of Business, University of Denver   2007 — 2008
MBA, MBA

Colorado Mesa University   1996 — 2001
Bachelor of Business Administration, Finance

C. Lee Gomes, JD C. Lee Gomes, JD Santa Fe, New Mexico Area Details
C. Lee Gomes, JD's A.G. Edwards & Sons Experience January 2000 - July 2008
Job Independent Securities Regulation Consultant
Industry Financial Services
Experience
Stifel, Nicolaus & Company   August 2008 - July 2009
A.G. Edwards & Sons   January 2000 - July 2008
Bret Rich, Attorney at Law and Fluhr & Moore, LLC, Attorneys at Law   January 1998 - February 2000

Skills
Securities Regulation, Securities, AML, Capital Markets, Risk Management, Series 7, Corporate Governance, Mutual Funds, Financial Risk, Research, Change Management, Investment Advisory, Financial Services, FINRA, Licensing, Contract Negotiation, Compliance, Due Diligence, Investment Banking, Series 24, Securities Law, SEC, Private Placements, Alternative Investments, Financial Markets, Hedge Funds, Series 63, Legal Research, Blue Sky Law, Securities Law of..., Anti Money Laundering

Education
Saint Louis University School of Law   1996 — 2000
Juris Doctor, Law

University of Missouri - St. Louis   1978 — 1982
Bachelor of Science (B.S.), Business Aministration, Cum Laude

Clayton High   1974 — 1977
G.E.D. Set the record high score as of that date in Missouri in 1977, General Studies

Bill Beattie, CFP® Bill Beattie, CFP® Greater New York City Area Details
Bill Beattie, CFP®'s A.G. Edwards & Sons Experience 2002 - 2005
Job Regional Sales Executive at Schwab Institutional
Industry Financial Services
Experience
Schwab Institutional  July 2014 - Present
Schwab Institutional  2011 - Present
Charles Schwab  2005 - 2011
AG Edwards & Sons  2002 - 2005
Herzog, Heine & Geduld   1998 - 2001

Skills
Finance, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Investments, Retirement Planning, Alternative Investments, FINRA, Asset Management, Equities

Education
University of Delaware   1992 — 1996
BS, Business Management

Astrid Vidaurre Racine Astrid Vidaurre Racine Greater Atlanta Area Details
Astrid Vidaurre Racine's A.G. Edwards & Sons Experience 2002 - 2004
Job Financial Professional
Industry Investment Banking
Experience
Ravago Holdings   March 2009 - October 2010
Banc of America Securities  April 2004 - February 2009
A.G. Edwards & Sons   2002 - 2004

Skills
Financial Modeling, Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Bloomberg, Financial Analysis, Credit Analysis, Asset Management, Valuation, Corporate Finance, Investments, Securities

Education
ESIC: Business & Marketing School   2001 — 2002
Masters of Science in International Business, International Finance

Universidade do Sul de Santa Catarina   2001 — 2002
Masters of Science in International Business, International Finance

University of Florida - Warrington College of Business Administration   1997 — 2001
Bachelor of Science, Finance & Economics

Florida Atlantic University

Amy Johnson Hill Amy Johnson Hill Greater Boston Area Details
Amy Johnson Hill's A.G. Edwards & Sons Experience August 1991 - July 1995
Job Senior Project Manager Technology Services
Industry Information Technology and Services
Experience
Delaware Life Insurance Company  August 2013 - Present
Sun Life Financial  September 2008 - August 2013
Sun Life Financial  September 2006 - August 2008
Sun Life Financial  February 2001 - August 2006
Sun Life Financial  August 1997 - January 2001
Sun Life Financial  August 1995 - July 1997
AG Edwards & Sons  August 1991 - July 1995

Skills
Project Management, Executive Level..., Cross-Functional Team..., Resource Management, Change Management, Business Process..., Business Analysis, Agile & Waterfall..., Project Planning, SDLC, Vendor Management, Process Improvement, Fixed Annuities, Financial Services, Project Portfolio..., Visio, Business Process..., Cross-functional Team..., Project Delivery, Management, IT Strategy, Requirements Gathering

Education
Isenberg School of Management, UMass Amherst   1987 — 1991
Bachelors, Business

.

Andy Theisen Andy Theisen Greater St. Louis Area Details
Andy Theisen's A.G. Edwards & Sons Experience 1982 - 2008
Job Vice President Fixed Income at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus  December 2008 - Present
A. G. Edwards   1982 - 2008
Wachovia Securities  1982 - 2008
A.G. Edwards & Sons   1982 - 2008

Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities

Education
University of Missouri-Saint Louis   1978 — 1983
B.S., Finance

Craig F. Carlson Craig F. Carlson Phoenix, Arizona Area Details
Craig F. Carlson's A.G. Edwards & Sons Experience December 1978 - February 1998
Job Independent Investment Management Professional
Industry Investment Management
Experience
Home  August 2003 - Present
Ronald Blue & Co.   January 2002 - August 2003
A.G. Edwards & Sons   December 1978 - February 1998

Skills
Investments, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies

Education
University of Phoenix   1999 — 2000
CFP, Financial Planning

The University of South Dakota   1971 — 1975
BA, American History/Political Science

Alan Fonner Alan Fonner Dallas/Fort Worth Area Details
Alan Fonner's A.G. Edwards & Sons Experience September 1991 - December 1994
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2015 - Present
Merrill Lynch  January 2015 - Present
Merrill Lynch  December 1994 - Present
AG Edwards & sons  September 1991 - December 1994

Skills
Series 63, Alternative Investments

Education
University of Illinois at Urbana-Champaign   1976 — 1980
BA, Finance and Financial Management Services

Glen Woita Glen Woita Greater St. Louis Area Details
Glen Woita's A.G. Edwards & Sons Experience August 2002 - September 2006
Job Director, IT Security Administration & Continuity at Centene Corporation
Industry Insurance
Experience
Centene Corporation  October 2013 - Present
Centene Corporation  October 2006 - October 2013
A.G. Edwards & Sons   August 2002 - September 2006
First Data Corporation  1991 - 2002

Skills
Disaster Recovery, Crisis Management, Business Continuity, Vendor Management, Business Continuity..., Finance, New Business Development, Management, Risk Management, Sarbanes-Oxley Act, Process Improvement, Business Analysis, Emergency Management, Program Management, Change Management, Operations Management, Project Management, Leadership, Risk Assessment, Business Process..., Project Planning, Training, Policy, Healthcare, Cross-functional Team..., CISA, Analysis

Education
University of Nebraska-Lincoln   1984 — 1989
BS, Business Administration, Finance

Robert Clackner Robert Clackner Greater New York City Area Details
Robert Clackner's A.G. Edwards & Sons Experience February 2006 - May 2006
Job Financial Services Professional
Industry Financial Services
Experience
Fairfield Advisors   June 2008 - August 2008
A.G. Edwards & Sons   February 2006 - May 2006

Education
Drew University   2005 — 2009
B.A, Economics

Drew University   2005 — 2009
BA, Economics

Dmitriy Belopolskiy Dmitriy Belopolskiy San Francisco, California Details
Dmitriy Belopolskiy's A.G. Edwards & Sons Experience 2006 - 2008
Job Consultant
Industry Management Consulting
Experience
Robert Half  2015 - 2015
McKinsey & Company  2012 - 2013
Fidelity Investments  2010 - 2011
National Telecommuting Institute  2010 - 2010
A.G. Edwards & Sons   2006 - 2008
Stanford University  2005 - 2006

Skills
Financial Analysis, Investments, Microsoft Office, Market Research, Business Strategy, Microsoft Excel, Recruiting, Marketing Strategy, Management, Project Management, Strategic Planning, Sales Management, Consulting, Human Resources, Financial Services

Education
Brandeis University   2000 — 2004
B.A., Economics

Lowell High School   1996 — 2000

John W. Short John W. Short Greater Philadelphia Area Details
John W. Short's A.G. Edwards & Sons Experience February 2005 - August 2008
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2010 - Present
Wells Fargo Advisors  October 2008 - July 2010
AG Edwards & Sons  February 2005 - August 2008
A.G. Edwards & Sons, Inc.   January 1995 - August 2003

Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Fixed Income, Equities, Asset Management, Strategic Financial..., Banking, Securities, Alternative Investments, Finance, Financial Advisory, Wealth, Investment Advisory, Bonds, 401k, Series 65, IRAs, Loans, Fixed Annuities, Estate Planning, High Net Worth..., Cash Management, Mortgage Lending

Education
Rowan University   1984 — 1992
Bachelor, Economics

Wharton Business School   2013 — 2016
Securities Industry Institute, Securities Industries Financial Management Ass. Program

St. Augustine Prep, Richland, NJ   1979 — 1983

Francie Brown Francie Brown Greater New York City Area Details
Francie Brown's A.G. Edwards & Sons Experience March 2000 - May 2009
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2009 - Present
AG Edwards & Sons  March 2000 - May 2009
David Lerner Associates, Inc.   January 1992 - March 2000

Education
Nassau Community College   1992 — 1995
Associate's Degree

Elaine Marquez Elaine Marquez Greensboro/Winston-Salem, North Carolina Area Details
Elaine Marquez's A.G. Edwards & Sons Experience June 1998 - July 2000
Job Human Resources Professional
Industry Human Resources
Experience
Morgan Stanley  January 2008 - July 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH   January 2003 - August 2006
Merrill Lynch Pierce Fenner & Smith  August 2000 - December 2002
AG EDWARDS & SONS  June 1998 - July 2000

Education
DeVry University   2006 — 2010
Bachelors, Business Administration

Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Mhrm

Jared Jablonski Jared Jablonski Greater St. Louis Area Details
Jared Jablonski's A.G. Edwards & Sons Experience June 2000 - August 2003
Job General Labor at Tyler Painting
Industry Construction
Experience
Tyler Painting   May 2010 - Present
Tyler Painting and Drywall Fairview   May 2010 - Present
Auffenberg Nissan   March 2008 - December 2008
Sungard Wealth Management  May 2005 - November 2006
Jabco Inc/Waldman Enterprises   January 2004 - January 2005
A.G. Edwards & Sons   June 2000 - August 2003

Education
Mac Murray College
Bachelor of Science, Accounting

Southern Illinois University, Edwardsville
Masters of Science, Accounting

Rosie Crosby Rosie Crosby Greater St. Louis Area Details
Rosie Crosby's A.G. Edwards & Sons Experience November 1978 - February 2002
Job Legal Support Assistant at Husch Blackwell
Industry Law Practice
Experience
Husch Blackwell  February 2004 - Present
AG Edwards & Sons  November 1978 - February 2002

Skills
Pleadings, PowerPoint, Microsoft Word, Microsoft Excel, Project Planning, Creative Writing, Policy Analysis, Public Speaking, Litigation, Drafting Correspondence, Deal Closure

Education
University of Phoenix   2012 — 2014
Master of Public Administration (MPA), Business Administration, Management and Operations, 3.0

St. Louis Community College   2001 — 2003
Paralegal Program, Legal Assistant/Paralegal, 2.0

Emily Krondak Emily Krondak North Platte, Nebraska Details
Emily Krondak's A.G. Edwards & Sons Experience August 2000 - May 2003
Job SAHM
Industry Education Management
Experience
Self Employed  June 2003 - Present
AG Edwards & Sons  August 2000 - May 2003
Hank Johsnon Insurance Agency   May 1992 - July 2000

Skills
Multitasker, Event Planning, Budgeting

Education
Wichita State University   1993 — 1996

Newman University   1991 — 1993

Daniel Garland Daniel Garland San Francisco Bay Area Details
Daniel Garland's A.G. Edwards & Sons Experience April 2007 - August 2007
Job Sales Operations Manager
Industry Consumer Goods
Experience
Ariat International  September 2015 - Present
Ariat International  January 2014 - August 2015
Nefab - Americas  November 2012 - November 2013
CROSSMARK  August 2012 - November 2012
CROSSMARK  October 2011 - August 2012
Crossmark  February 2011 - November 2011
Scottrade  October 2009 - February 2011
Nordstrom  August 2007 - December 2008
AG Edwards & Sons  April 2007 - August 2007

Skills
Budgets, Management, Sales Management, Cross-functional Team..., Sales Operations, Analysis, Retail, Strategic Planning, Finance, Team Building

Education
Texas A&M University-Commerce
Bachelors, Business Administration

Michael L Peacock Michael L Peacock Richmond, Virginia Area Details
Michael L Peacock's A.G. Edwards & Sons Experience March 1974 - June 1977
Job Livestock Feed Sales & Marketing Mgr. at Southern States Cooperative
Industry Farming
Experience
Southern States Cooperative  February 2000 - Present
Roche Animal Health and Nutrition   June 1988 - February 2000
Purina Mills, Inc.   June 1977 - May 1988
AG Edwards & Sons  March 1974 - June 1977
Pittman Feedyards, Hereford, TX   February 1972 - November 1972

Skills
Agribusiness, Agriculture, Animal Nutrition, Farms, Sustainable Agriculture, Crop Protection, Sales Management, Marketing Strategy, Budgets, Sales, Agronomy, Product Development, Market Planning, Dairy, Veterinary Medicine, Ingredients

Education
Texas Tech University   1966 — 1971
B.Sci. Agriculture, Ag Eco/An. Sci

(WORK) Frank Amelio (WORK) Frank Amelio Greater San Diego Area Details
(WORK) Frank Amelio's A.G. Edwards & Sons Experience 1989 - 1993
Job Partner at Amelio Financial Group
Industry Fine Art
Experience
Amelio Financial Group   April 2010 - Present
AG Edwards & Sons  1989 - 1993
Kidder Peabody  1985 - 1989

Skills
Microsoft Excel, PowerPoint, Customer Service, Research, English

Education
University of Nebraska-Lincoln   1976 — 1977

University of Colorado at Denver   1974 — 1977
BA, Physical Geography

Coleman Clements Coleman Clements Greater Atlanta Area Details
Coleman Clements's A.G. Edwards & Sons Experience January 1998 - October 2002
Job VPDurable Medical Equipment at David's Drug & Surgical
Industry Hospital & Health Care
Experience
David's Drug & Surgical   July 2008 - Present
David's Drug & Surgical   February 2003 - Present
Opteum Financial Services  February 2006 - June 2008
AG Edwards & Sons  January 1998 - October 2002

Skills
Outlook, Durable Medical..., Entrepreneurship, Contract Negotiation, Hospice, Sales, Strategic Planning, Budgets, Negotiation, Patient Counseling, Customer Service, Solution Selling, Venture Capital, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Teaching, Patient Advocacy, Team Building, Leadership, Management, Account Management, Sales Management

Education
University of Mississippi   1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General

Samuel Tobis Samuel Tobis West Des Moines, Iowa Details
Samuel Tobis's A.G. Edwards & Sons Experience 1992 - 1994
Job Bond Manager at NSI / West Bend Mutual Insurance Company
Industry Insurance
Experience
NSI/ a Division of West Bend Mutual Insurance   September 2013 - Present
Star Surety (a divsion of Meadowbrook Insurance Group)   June 2011 - January 2013
RLI Insurance Company  June 2008 - May 2011
The Insco/Dico Group   March 1995 - June 2008
A,G. Edwards & Sons   1992 - 1994
Cigna Companies  1990 - 1992
Lockton Companies  1988 - 1990
St Paul Companies  1986 - 1988
Cigna Companies  1984 - 1986
Aetna Casualty and Surety Company  1982 - 1984

Skills
Surety, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Surety Bonds

Education
University of Iowa
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

University of Iowa
Master's Program, Public Finance and Urban Planning

Des Moines Area Community College
Vocational Program, Architectural Drafting and Construction Technology