A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at A.G. Edwards & Sons, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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A.G. Edwards & Sons, Inc. Employees
Employee
Years
Job
Industry
Tahreem Shaikh Tahreem Shaikh's A.G. Edwards & Sons, Inc. Experience March 1998 - May 2000
Job Director Finance & Acquisitions at Gateway Media
Industry Online Media
Experience
Gateway Media, LLC February 2015 - Present
BioGenerator January 2014 - January 2015
Peabody Energy November 2011 - December 2012
Covidien Pharmaceuticals June 2007 - October 2011
Charter Communications July 2005 - April 2007
Millennium Digital Media June 2000 - April 2005
A.G. Edwards & Sons, Inc. March 1998 - May 2000
RBC Dain Rauscher July 1997 - March 1998
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Business Development, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Acquisitions, Analysis, Portfolio Management, Analytics, Cross-functional Team..., Leadership, Executive Management, Investment Banking, Management
Education
University of Virginia 1994 — 1996
Bachelors of Science, Finance and Strategic Management
Bradley University 1992 — 1994
B.S., Accounting and Finance
Gateway Media, LLC February 2015 - Present
BioGenerator January 2014 - January 2015
Peabody Energy November 2011 - December 2012
Covidien Pharmaceuticals June 2007 - October 2011
Charter Communications July 2005 - April 2007
Millennium Digital Media June 2000 - April 2005
A.G. Edwards & Sons, Inc. March 1998 - May 2000
RBC Dain Rauscher July 1997 - March 1998
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Business Development, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Acquisitions, Analysis, Portfolio Management, Analytics, Cross-functional Team..., Leadership, Executive Management, Investment Banking, Management
Education
University of Virginia 1994 — 1996
Bachelors of Science, Finance and Strategic Management
Bradley University 1992 — 1994
B.S., Accounting and Finance
Kristen (Barnes) Patton - COC Kristen (Barnes) Patton - COC's A.G. Edwards & Sons, Inc. Experience April 1997 - April 2007
Job Field Billing Specialist iRhythm Technologies
Industry Hospital & Health Care
Experience
iRhythm Technologies, Inc. August 2015 - Present
Shire Pharmaceuticals April 2011 - March 2014
Auerbach and Gussin Insurance and Financial Services July 2009 - April 2010
Delta Financial October 2008 - April 2009
Residential Home Health January 2007 - September 2008
A.G. Edwards & Sons, Inc. April 1997 - April 2007
Skills
Managed Care, Biotechnology, FDA, Lifesciences, Pharmaceutical Industry, Pharmaceutical Sales, Medical Devices, Hospitals, Invoicing, Management, Outlook, Sales, Training
Education
California College-San Diego 2011 — 2013
Associate's degree, Medical Specialities
iRhythm Technologies, Inc. August 2015 - Present
Shire Pharmaceuticals April 2011 - March 2014
Auerbach and Gussin Insurance and Financial Services July 2009 - April 2010
Delta Financial October 2008 - April 2009
Residential Home Health January 2007 - September 2008
A.G. Edwards & Sons, Inc. April 1997 - April 2007
Skills
Managed Care, Biotechnology, FDA, Lifesciences, Pharmaceutical Industry, Pharmaceutical Sales, Medical Devices, Hospitals, Invoicing, Management, Outlook, Sales, Training
Education
California College-San Diego 2011 — 2013
Associate's degree, Medical Specialities
Drew Keppy Drew Keppy's A.G. Edwards & Sons, Inc. Experience March 2001 - August 2006
Job Financial Advisor
Industry Financial Services
Experience
Level Four Advisory Services, LLC December 2012 - Present
JP Morgan Securities LLC August 2006 - December 2012
A.G. Edwards & Sons, Inc. March 2001 - August 2006
Skills
Series 7, Retirement Planning, Series 63, Asset Allocation, Financial Advisory, Investments, Mutual Funds, Uniform Combined State..., Strategic Financial..., Wealth Management, Investment Advisory, Investment Strategies, Retirement, Portfolio Management, Securities, Financial Modeling, Asset Managment, Equities, Fixed Income, Estate Planning
Education
Aurora University 2005 — 2007
MBA
Aurora University 1996 — 2000
BS, Finance
Level Four Advisory Services, LLC December 2012 - Present
JP Morgan Securities LLC August 2006 - December 2012
A.G. Edwards & Sons, Inc. March 2001 - August 2006
Skills
Series 7, Retirement Planning, Series 63, Asset Allocation, Financial Advisory, Investments, Mutual Funds, Uniform Combined State..., Strategic Financial..., Wealth Management, Investment Advisory, Investment Strategies, Retirement, Portfolio Management, Securities, Financial Modeling, Asset Managment, Equities, Fixed Income, Estate Planning
Education
Aurora University 2005 — 2007
MBA
Aurora University 1996 — 2000
BS, Finance
Dawn D. Turner, MBA Dawn D. Turner, MBA's A.G. Edwards & Sons, Inc. Experience December 1997 - May 2005
Job MA Candidate in Modern Art History, Theory and Criticsm
Industry Fine Art
Experience
Azusa Pacific University - Department of Art and Design November 2014 - May 2015
Los Angeles County Education Foundation September 2011 - October 2012
Siebert Brandford Shank Co., LLC. June 2009 - September 2011
Jackson Securities June 2008 - May 2009
A.G. Edwards & Sons, Inc. December 1997 - May 2005
A.G. Edwards & Sons, Inc. May 1997 - November 1997
Skills
Financial Modeling, Investment Banking, Structured Finance, Credit, Financial Structuring, Capital Markets, Banking, Investments, Fixed Income, Asset Managment, Finance, Securities, Due Diligence, Bloomberg, Financial Analysis, Strategic Financial..., Analysis, Bonds, Mergers & Acquisitions, Series 7, Business Development, Budgets, Private Equity, Strategic Planning, Nonprofits, Marketing, Competitive Analysis, Strategy, Business Strategy, Entrepreneurship, CRM, Asset Management, Executive Management, New Business Development
Education
Azusa Pacific University 2013 — 2015
Master of Arts (MA) Candidate, Modern Art History, Theory and Criticism
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Global Business, 3.6
Montpellier Business School 2007 — 2007
MBA, Foreign Exchange Student
Saint Louis University 1994 — 1997
B.S.B.A (Magna Cum Laude), Economics, 3.7
Azusa Pacific University - Department of Art and Design November 2014 - May 2015
Los Angeles County Education Foundation September 2011 - October 2012
Siebert Brandford Shank Co., LLC. June 2009 - September 2011
Jackson Securities June 2008 - May 2009
A.G. Edwards & Sons, Inc. December 1997 - May 2005
A.G. Edwards & Sons, Inc. May 1997 - November 1997
Skills
Financial Modeling, Investment Banking, Structured Finance, Credit, Financial Structuring, Capital Markets, Banking, Investments, Fixed Income, Asset Managment, Finance, Securities, Due Diligence, Bloomberg, Financial Analysis, Strategic Financial..., Analysis, Bonds, Mergers & Acquisitions, Series 7, Business Development, Budgets, Private Equity, Strategic Planning, Nonprofits, Marketing, Competitive Analysis, Strategy, Business Strategy, Entrepreneurship, CRM, Asset Management, Executive Management, New Business Development
Education
Azusa Pacific University 2013 — 2015
Master of Arts (MA) Candidate, Modern Art History, Theory and Criticism
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Global Business, 3.6
Montpellier Business School 2007 — 2007
MBA, Foreign Exchange Student
Saint Louis University 1994 — 1997
B.S.B.A (Magna Cum Laude), Economics, 3.7
Mary Jane Hanrahan's A.G. Edwards & Sons, Inc. Experience September 2003 - April 2009
Job Credit Portfolio Consultant Risk Management
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
A.G. Edwards & Sons, Inc. September 2003 - April 2009
b-there.com March 2000 - June 2001
International Paper June 1988 - April 2000
St. Ives Capital Group June 1996 - June 1998
Philip Morris International September 1986 - June 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Credit Risk, Financial Risk, Risk Analysis, Beta, SmartStation, Access
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Southwestern Illinois College 2004 — 2006
Associate of Arts (AA), Business Administration, Management and Operations
Boston University 1982 — 1983
Wells Fargo Advisors April 2009 - Present
A.G. Edwards & Sons, Inc. September 2003 - April 2009
b-there.com March 2000 - June 2001
International Paper June 1988 - April 2000
St. Ives Capital Group June 1996 - June 1998
Philip Morris International September 1986 - June 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Credit Risk, Financial Risk, Risk Analysis, Beta, SmartStation, Access
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Southwestern Illinois College 2004 — 2006
Associate of Arts (AA), Business Administration, Management and Operations
Boston University 1982 — 1983
Erin Curtis's A.G. Edwards & Sons, Inc. Experience July 2007 - August 2007
Job Investor Relations & Financial Analyst at TASER International
Industry Defense & Space
Experience
TASER International January 2012 - Present
Thermo Fisher Scientific June 2010 - February 2012
Boston Scientific March 2009 - April 2010
Ameriprise Financial August 2007 - May 2008
A.G. Edwards & Sons, Inc. July 2007 - August 2007
Skills
Finance, Analysis, Forecasting, Financial Analysis, Data Analysis, Microsoft Office, Financial Reporting
Education
Bentley University 2006 — 2010
B.S., Finance
TASER International January 2012 - Present
Thermo Fisher Scientific June 2010 - February 2012
Boston Scientific March 2009 - April 2010
Ameriprise Financial August 2007 - May 2008
A.G. Edwards & Sons, Inc. July 2007 - August 2007
Skills
Finance, Analysis, Forecasting, Financial Analysis, Data Analysis, Microsoft Office, Financial Reporting
Education
Bentley University 2006 — 2010
B.S., Finance
Douglas McKenzie Douglas McKenzie's A.G. Edwards & Sons, Inc. Experience June 1988 - March 2008
Job Vice President, Investments at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities July 2009 - Present
Wells Fargo Advisors March 2008 - July 2009
A.G. Edwards & Sons, Inc. June 1988 - March 2008
Skills
Wealth Management, Portfolio Management, Personal Financial..., Insurance and Annuities, Stocks and Bonds
Education
California State University Stanislaus 1980 — 1983
Bachelor of Arts (B.A.), Business Administration
Wedbush Securities July 2009 - Present
Wells Fargo Advisors March 2008 - July 2009
A.G. Edwards & Sons, Inc. June 1988 - March 2008
Skills
Wealth Management, Portfolio Management, Personal Financial..., Insurance and Annuities, Stocks and Bonds
Education
California State University Stanislaus 1980 — 1983
Bachelor of Arts (B.A.), Business Administration
Rocky Suares, CFP® Rocky Suares, CFP®'s A.G. Edwards & Sons, Inc. Experience October 1988 - January 2008
Job Managing Director Investment Officer
Industry Financial Services
Experience
Suares Investment Group of Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards & Sons, Inc. October 1988 - January 2008
Education
California State University-Long Beach
Suares Investment Group of Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards & Sons, Inc. October 1988 - January 2008
Education
California State University-Long Beach
Neely Tamminga Neely Tamminga's A.G. Edwards & Sons, Inc. Experience 1996 - 2002
Job Managing Director, Senior Research Analyst at Piper Jaffray
Industry Research
Experience
Piper Jaffray September 2002 - Present
Highpoint Center for Printmaking February 2013 - 2013
A.G. Edwards 1996 - 2002
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Specialty Retail, Retail, Equity Research, Sell Side, Bloomberg, Equities, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Series 7, Equity Valuation, Hedge Funds, Alternative Investments, Fixed Income, Series 63
Education
Calvin College 1992 — 1996
BA, Economics
Saint Louis University
MBA, Finance
Piper Jaffray September 2002 - Present
Highpoint Center for Printmaking February 2013 - 2013
A.G. Edwards 1996 - 2002
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Specialty Retail, Retail, Equity Research, Sell Side, Bloomberg, Equities, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Series 7, Equity Valuation, Hedge Funds, Alternative Investments, Fixed Income, Series 63
Education
Calvin College 1992 — 1996
BA, Economics
Saint Louis University
MBA, Finance
Daniel Preslar's A.G. Edwards & Sons, Inc. Experience June 2004 - December 2007
Job Redwood Wealth Management, LLC
Industry Investment Management
Experience
Redwood Wealth Management, LLC December 2007 - Present
A.G. Edwards & Sons, Inc. June 2004 - December 2007
John Hancock May 2003 - June 2004
Education
Appalachian State University 1999 — 2003
BS, Business Management
Carroll Manor Elementary
Redwood Wealth Management, LLC December 2007 - Present
A.G. Edwards & Sons, Inc. June 2004 - December 2007
John Hancock May 2003 - June 2004
Education
Appalachian State University 1999 — 2003
BS, Business Management
Carroll Manor Elementary
Michael Zehnder, AAMS® Michael Zehnder, AAMS®'s A.G. Edwards & Sons, Inc. Experience 1996 - 2005
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Independent Financial Services 2005 - June 2007
A.G. Edwards & Sons, Inc. 1996 - 2005
Prudential Financial 1994 - 1996
Skills
Investments, Financial Services, Finance, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Financial Planning, Retirement
Education
California State University-Sacramento 1986 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Wells Fargo Advisors 2007 - Present
Independent Financial Services 2005 - June 2007
A.G. Edwards & Sons, Inc. 1996 - 2005
Prudential Financial 1994 - 1996
Skills
Investments, Financial Services, Finance, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Financial Planning, Retirement
Education
California State University-Sacramento 1986 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Daniel A. Pichardo, CRPC® Daniel A. Pichardo, CRPC®'s A.G. Edwards & Sons, Inc. Experience November 2006 - June 2009
Job Sr. Vice President of Investments at Bridge Wealth Management Group, Registered Representative at Girard Securities, Inc
Industry Financial Services
Experience
Bridge Wealth Management Group July 2009 - Present
A.G. Edwards & Sons, Inc. November 2006 - June 2009
SGX Pharmaceuticals 2006 - 2009
Cambro Manufacturing 2006 - 2009
Gans Ink & Supply Co 2006 - 2009
Profit Concepts International 2006 - 2009
Primal Solutions 2006 - 2009
Hydranautics 2006 - 2009
Money Mailer 2006 - 2009
Network Global Logistics 2006 - 2009
Skills
Fluent Spanish, Strategic Financial..., Estate Planning, Investments, Retirement Planning, Wealth Management, Financial Planners, Finance, Financial Advisory, Strategic Planning, Retirement, Financial Analysis, Life Insurance, Fixed Annuities, 401k, Financial Modeling, Asset Allocation, Series 7, Mutual Funds, Business Development, Spanish, Financial Services, Wealth, Securities, Employee Benefits, Disability Insurance, Investment Strategies, Health Insurance, Financial Planning, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Bachelor's, Finance
Bonita High School 1996 — 2000
Bridge Wealth Management Group July 2009 - Present
A.G. Edwards & Sons, Inc. November 2006 - June 2009
SGX Pharmaceuticals 2006 - 2009
Cambro Manufacturing 2006 - 2009
Gans Ink & Supply Co 2006 - 2009
Profit Concepts International 2006 - 2009
Primal Solutions 2006 - 2009
Hydranautics 2006 - 2009
Money Mailer 2006 - 2009
Network Global Logistics 2006 - 2009
Skills
Fluent Spanish, Strategic Financial..., Estate Planning, Investments, Retirement Planning, Wealth Management, Financial Planners, Finance, Financial Advisory, Strategic Planning, Retirement, Financial Analysis, Life Insurance, Fixed Annuities, 401k, Financial Modeling, Asset Allocation, Series 7, Mutual Funds, Business Development, Spanish, Financial Services, Wealth, Securities, Employee Benefits, Disability Insurance, Investment Strategies, Health Insurance, Financial Planning, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Bachelor's, Finance
Bonita High School 1996 — 2000
Ben M. Reynoso Ben M. Reynoso's A.G. Edwards & Sons, Inc. Experience September 1999 - September 2002
Job Financial Advisor | FCG Wealth Management | FlexibleFolio.com
Industry Financial Services
Experience
FCG Wealth Management April 2012 - Present
Liberty Partners Financial Services, LLC April 2012 - Present
Transamerica Financial Advisors, Inc. September 2002 - April 2012
A.G. Edwards & Sons, Inc. September 1999 - September 2002
San Diego Padres June 1996 - September 1998
Education
California State University-Fresno 1993 — 1996
FCG Wealth Management April 2012 - Present
Liberty Partners Financial Services, LLC April 2012 - Present
Transamerica Financial Advisors, Inc. September 2002 - April 2012
A.G. Edwards & Sons, Inc. September 1999 - September 2002
San Diego Padres June 1996 - September 1998
Education
California State University-Fresno 1993 — 1996
Ashley Heinrich's A.G. Edwards & Sons, Inc. Experience October 2007 - August 2008
Job Product Specialist I at TISCO
Industry Higher Education
Experience
TISCO - Tractor Implement Service Co. October 2014 - Present
Saint Mary's University of Minnesota September 2014 - October 2014
Saint Mary's University of Minnesota March 2013 - September 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Family Psychological Services September 2011 - May 2012
Partners In Excellence February 2009 - May 2010
A.G. Edwards & Sons, Inc. October 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, CRM, HIPAA, PowerPoint, Customer Service, Team Leadership, LPS, FERPA, DSM-IV, Crystal Reports, Agile & Waterfall..., Empower, Mental Health Counseling, Process Improvement, Training
Education
Bethel University 2010 — 2012
Master of Arts (M.A.), Counseling Psychology
University of St. Thomas 2004 — 2008
Bachelor of Arts (B.A.), Psychology
TISCO - Tractor Implement Service Co. October 2014 - Present
Saint Mary's University of Minnesota September 2014 - October 2014
Saint Mary's University of Minnesota March 2013 - September 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Family Psychological Services September 2011 - May 2012
Partners In Excellence February 2009 - May 2010
A.G. Edwards & Sons, Inc. October 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, CRM, HIPAA, PowerPoint, Customer Service, Team Leadership, LPS, FERPA, DSM-IV, Crystal Reports, Agile & Waterfall..., Empower, Mental Health Counseling, Process Improvement, Training
Education
Bethel University 2010 — 2012
Master of Arts (M.A.), Counseling Psychology
University of St. Thomas 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Greg David's A.G. Edwards & Sons, Inc. Experience 2005 - February 2007
Job Founding Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Katherine Yzaguirre (McCollough) Katherine Yzaguirre (McCollough)'s A.G. Edwards & Sons, Inc. Experience July 1997 - June 1999
Job Attorney & Community Volunteer
Industry Financial Services
Experience
Attorney at Law January 2008 - Present
Hill, Parker & Roberson LLP June 2002 - September 2003
American General July 1999 - April 2002
A.G. Edwards & Sons, Inc. July 1997 - June 1999
Skills
Retirement Planning, Trusts, Legal Research, Portfolio Management, Mediation, Legal Writing, Financial Services, Corporate Law, Management, Research, Intellectual Property, Courts, Dispute, Investment Management, Appeals, Series 7, Corporate Governance
Education
University of Oklahoma College of Law 1993 — 1996
JD, Law
Boston College 1988 — 1992
BA, History and Art History
Syracuse University 1990 — 1991
Junior Year Abroad, London UK
The Kinkaid School 1974 — 1988
The American School in London 1978 — 1980
Attorney at Law January 2008 - Present
Hill, Parker & Roberson LLP June 2002 - September 2003
American General July 1999 - April 2002
A.G. Edwards & Sons, Inc. July 1997 - June 1999
Skills
Retirement Planning, Trusts, Legal Research, Portfolio Management, Mediation, Legal Writing, Financial Services, Corporate Law, Management, Research, Intellectual Property, Courts, Dispute, Investment Management, Appeals, Series 7, Corporate Governance
Education
University of Oklahoma College of Law 1993 — 1996
JD, Law
Boston College 1988 — 1992
BA, History and Art History
Syracuse University 1990 — 1991
Junior Year Abroad, London UK
The Kinkaid School 1974 — 1988
The American School in London 1978 — 1980
Dean Abplanalp Dean Abplanalp's A.G. Edwards & Sons, Inc. Experience January 1992 - December 2008
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James December 2008 - Present
A.G. Edwards & Sons, Inc. January 1992 - December 2008
A.G. Edwards & Sons, Inc. July 1982 - December 2008
Skills
Investments, Financial Advisory, Loans, Mortgage Lending, Securities, Investors, Series 7, Tax, Small Business, Wealth Management, Retirement Planning, Real Estate, Strategic Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Properties, Series 63, Strategic Financial..., Alternative Investments
Education
Ball State University 1978 — 1980
Bachelor's degree, Finance
Broward Community College 1976 — 1978
Associate's degree, Accounting
Raymond James December 2008 - Present
A.G. Edwards & Sons, Inc. January 1992 - December 2008
A.G. Edwards & Sons, Inc. July 1982 - December 2008
Skills
Investments, Financial Advisory, Loans, Mortgage Lending, Securities, Investors, Series 7, Tax, Small Business, Wealth Management, Retirement Planning, Real Estate, Strategic Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Properties, Series 63, Strategic Financial..., Alternative Investments
Education
Ball State University 1978 — 1980
Bachelor's degree, Finance
Broward Community College 1976 — 1978
Associate's degree, Accounting
Janice Kwallek's A.G. Edwards & Sons, Inc. Experience December 2005 - March 2007
Job Office Management, Supervisor, Executive Assistant, and Event Planner
Industry Higher Education
Experience
Metropolitan State University January 2014 - Present
Minnesota State Colleges and Universities April 2007 - January 2014
A.G. Edwards & Sons, Inc. December 2005 - March 2007
Citigroup Asset Management July 1999 - March 2005
Hewitt Associates LLC July 1997 - June 1999
REGENT INVESTOR SERVICES June 1996 - July 1997
Skills
Time Management, Problem Solving, Reliability, Community Minded, Cost Reduction..., Event Planning, Outlook, Management, Employee Benefits, Research, Budgets, Microsoft Word, Supervisory Skills, Microsoft Excel, Administrative..., Recruiting, Microsoft Office, Teamwork, Accounts Payable, Spreadsheets, PowerPoint, Customer Service, Confidentiality, Calendaring, Leadership Development, Nonprofits, Office Management, Data Analysis, Training, Microsoft Visio, Community Outreach, Fundraising, Event Management, Higher Education, Staff Development, Team Building, Meeting Planning, Resume Writing, Calendars, Executive Support, SharePoint, Process Improvement, Access, Policy, Organizational..., Employee Relations, Project Management, Performance Management, Administrative...
Education
Albertus Magnus College 2002 — 2004
Bachelor of Applied Science (BASc), Business Administration and Management, General
Berkeley College-New York 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Office Management and Supervision
Dakota County Technical College
Associate of Applied Science, Meeting & Event Management
Metropolitan State University January 2014 - Present
Minnesota State Colleges and Universities April 2007 - January 2014
A.G. Edwards & Sons, Inc. December 2005 - March 2007
Citigroup Asset Management July 1999 - March 2005
Hewitt Associates LLC July 1997 - June 1999
REGENT INVESTOR SERVICES June 1996 - July 1997
Skills
Time Management, Problem Solving, Reliability, Community Minded, Cost Reduction..., Event Planning, Outlook, Management, Employee Benefits, Research, Budgets, Microsoft Word, Supervisory Skills, Microsoft Excel, Administrative..., Recruiting, Microsoft Office, Teamwork, Accounts Payable, Spreadsheets, PowerPoint, Customer Service, Confidentiality, Calendaring, Leadership Development, Nonprofits, Office Management, Data Analysis, Training, Microsoft Visio, Community Outreach, Fundraising, Event Management, Higher Education, Staff Development, Team Building, Meeting Planning, Resume Writing, Calendars, Executive Support, SharePoint, Process Improvement, Access, Policy, Organizational..., Employee Relations, Project Management, Performance Management, Administrative...
Education
Albertus Magnus College 2002 — 2004
Bachelor of Applied Science (BASc), Business Administration and Management, General
Berkeley College-New York 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Office Management and Supervision
Dakota County Technical College
Associate of Applied Science, Meeting & Event Management
Sarah Pinzon Sarah Pinzon's A.G. Edwards & Sons, Inc. Experience June 2001 - September 2002
Job Lead Billing Specialist at TUNE
Industry Marketing and Advertising
Experience
TUNE June 2013 - Present
Williams-Helde Marketing Communications January 2011 - April 2013
Sound Consulting Services February 2010 - November 2010
Standard Retirement Services April 2003 - February 2009
A.G. Edwards & Sons, Inc. June 2001 - September 2002
D.A. Davidson & Co. 2000 - 2001
Skills
Office Management, Office Operations, Accounts Payable, Accounts Receivable, Client Billing, Collections, Payroll, Purchase Orders, Media Buy..., Vendor Management, Human Resources, Team Leadership, Receptionist Duties, 401k Administration, Quality Assurance, Health Insurance, CRM Program Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Clients & Profits, Mac OS, Oracle, Event Planning, Property Management, Project Management, Marketing Communications, Social Media, Management, Invoicing, Training
Education
Bellevue Community College
Lake Washington High School
TUNE June 2013 - Present
Williams-Helde Marketing Communications January 2011 - April 2013
Sound Consulting Services February 2010 - November 2010
Standard Retirement Services April 2003 - February 2009
A.G. Edwards & Sons, Inc. June 2001 - September 2002
D.A. Davidson & Co. 2000 - 2001
Skills
Office Management, Office Operations, Accounts Payable, Accounts Receivable, Client Billing, Collections, Payroll, Purchase Orders, Media Buy..., Vendor Management, Human Resources, Team Leadership, Receptionist Duties, 401k Administration, Quality Assurance, Health Insurance, CRM Program Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Clients & Profits, Mac OS, Oracle, Event Planning, Property Management, Project Management, Marketing Communications, Social Media, Management, Invoicing, Training
Education
Bellevue Community College
Lake Washington High School
Daniel Martinez, MBA Daniel Martinez, MBA's A.G. Edwards & Sons, Inc. Experience September 2004 - January 2005
Job Manager Accounts Payable & Travel, Meetings, Expense Reporting/Compliance at Edwards Lifesciences
Industry Financial Services
Experience
Edwards Lifesciences April 2015 - Present
Edwards Lifesciences January 2014 - April 2015
Allergan July 2013 - January 2014
Allergan July 2012 - July 2013
Pacific Life March 2006 - July 2012
Pacific Life July 2005 - March 2006
A.G. Edwards & Sons, Inc. September 2004 - January 2005
Enterprise Rent-A-Car June 2004 - January 2005
UC Berkeley September 2002 - December 2004
Skills
Project Management, Financial Reporting, Analysis, Forecasting, Financial Analysis, Microsoft Excel, US GAAP, Accounting, General Ledger, Software Documentation, Auditing, Financial Modeling, Data Analysis, Finance, Account Reconciliation, Training, Business Analysis, Requirements Analysis, Microsoft Office, SAP, Microsoft Word, Variance Analysis, PeopleSoft, Essbase, Process Improvement, Internal Controls, Access, Business Objects, PowerPoint, Data Entry, Social Media, Concur, Cognos, Ad Hoc Reporting, VBA, Expense Management, Expense Reports, Financial Accounting, Internal Audit, Budgets, Mergers & Acquisitions, Excel, Word, Outlook, Data Mining, Documentation, SQL, Employee Training, Management
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
MBA, Business, 3.95
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2004
B.S, Business Administration
Edwards Lifesciences April 2015 - Present
Edwards Lifesciences January 2014 - April 2015
Allergan July 2013 - January 2014
Allergan July 2012 - July 2013
Pacific Life March 2006 - July 2012
Pacific Life July 2005 - March 2006
A.G. Edwards & Sons, Inc. September 2004 - January 2005
Enterprise Rent-A-Car June 2004 - January 2005
UC Berkeley September 2002 - December 2004
Skills
Project Management, Financial Reporting, Analysis, Forecasting, Financial Analysis, Microsoft Excel, US GAAP, Accounting, General Ledger, Software Documentation, Auditing, Financial Modeling, Data Analysis, Finance, Account Reconciliation, Training, Business Analysis, Requirements Analysis, Microsoft Office, SAP, Microsoft Word, Variance Analysis, PeopleSoft, Essbase, Process Improvement, Internal Controls, Access, Business Objects, PowerPoint, Data Entry, Social Media, Concur, Cognos, Ad Hoc Reporting, VBA, Expense Management, Expense Reports, Financial Accounting, Internal Audit, Budgets, Mergers & Acquisitions, Excel, Word, Outlook, Data Mining, Documentation, SQL, Employee Training, Management
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
MBA, Business, 3.95
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2004
B.S, Business Administration
Crystal Marie Lewis's A.G. Edwards & Sons, Inc. Experience October 2004 - June 2008
Job Financial Planning/ Portfolio Associate with 16 years in the Financial Services Industry.
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2009 - July 2015
Retirement Strategies, Inc. June 2008 - April 2009
A.G. Edwards & Sons, Inc. October 2004 - June 2008
Bank of Hawaii- Bankoh Investment Services, Inc March 2002 - October 2004
Mission Securities, Inc., March 1999 - May 2001
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Trading, Series 7, High Net Worth...
Education
Kaplan Financial 2012 — 2012
Finanical Planning Associate
American InterContinental University 2002 — 2003
AA, Business Administration
Securities License 2000 — 2001
Series 7. 63, 62, 24, 66
Morgan Stanley Smith Barney April 2009 - July 2015
Retirement Strategies, Inc. June 2008 - April 2009
A.G. Edwards & Sons, Inc. October 2004 - June 2008
Bank of Hawaii- Bankoh Investment Services, Inc March 2002 - October 2004
Mission Securities, Inc., March 1999 - May 2001
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Trading, Series 7, High Net Worth...
Education
Kaplan Financial 2012 — 2012
Finanical Planning Associate
American InterContinental University 2002 — 2003
AA, Business Administration
Securities License 2000 — 2001
Series 7. 63, 62, 24, 66
Todd A. Turner, CFP® Todd A. Turner, CFP®'s A.G. Edwards & Sons, Inc. Experience April 2000 - August 2002
Job Chief Operating Officer Henderson Financial Group, Inc.
Industry Financial Services
Experience
Henderson Financial Group, Inc. January 2009 - Present
Independence Trust Company August 2005 - December 2008
Charles Schwab August 2002 - August 2005
A.G. Edwards & Sons, Inc. April 2000 - August 2002
Education
College for Financial Planning 2000 — 2000
AAMS
Nashville School of Law 1997 — 1999
Austin Peay State University 1989 — 1995
BBA
Cannon Financial Institute 2005 — 2005
Trust Administration
College for Financial Planning 2003 — 2003
RP
Henderson Financial Group, Inc. January 2009 - Present
Independence Trust Company August 2005 - December 2008
Charles Schwab August 2002 - August 2005
A.G. Edwards & Sons, Inc. April 2000 - August 2002
Education
College for Financial Planning 2000 — 2000
AAMS
Nashville School of Law 1997 — 1999
Austin Peay State University 1989 — 1995
BBA
Cannon Financial Institute 2005 — 2005
Trust Administration
College for Financial Planning 2003 — 2003
RP
Tim Toennies Tim Toennies's A.G. Edwards & Sons, Inc. Experience 2001 - 2006
Job Manager at Saint Louis University
Industry Information Technology and Services
Experience
Saint Louis University May 2014 - Present
Saint Louis University January 2015 - May 2015
Saint Louis University September 2011 - May 2014
Wells Fargo Advisors May 2011 - September 2011
Valorem Consulting Group, LLC October 2009 - June 2011
Covenant Technology Partners May 2006 - October 2009
Energizer 2008 - 2008
A.G. Edwards, Inc. November 2000 - March 2006
A.G. Edwards & Sons, Inc. 2001 - 2006
DCSI 1992 - 1996
Skills
SQL Server, Business Intelligence, SSIS, Data Warehousing, SSRS, T-SQL, ETL, SQL, Databases, SSAS, Windows Server, Windows, Database Administration, Active Directory, Visio, PowerShell, Microsoft SQL Server, Enterprise Software, IT Strategy, SDLC, C#, Analysis Services, ASP.NET, SharePoint, Visual Studio, Enterprise Architecture, Oracle
Education
University of Missouri-Rolla 1991 — 1994
MS, Engineering Management
Bradley University 1982 — 1987
BSEE, Electrical Engineering
Mater Dei High School 1978 — 1982
High School, High School
Saint Louis University May 2014 - Present
Saint Louis University January 2015 - May 2015
Saint Louis University September 2011 - May 2014
Wells Fargo Advisors May 2011 - September 2011
Valorem Consulting Group, LLC October 2009 - June 2011
Covenant Technology Partners May 2006 - October 2009
Energizer 2008 - 2008
A.G. Edwards, Inc. November 2000 - March 2006
A.G. Edwards & Sons, Inc. 2001 - 2006
DCSI 1992 - 1996
Skills
SQL Server, Business Intelligence, SSIS, Data Warehousing, SSRS, T-SQL, ETL, SQL, Databases, SSAS, Windows Server, Windows, Database Administration, Active Directory, Visio, PowerShell, Microsoft SQL Server, Enterprise Software, IT Strategy, SDLC, C#, Analysis Services, ASP.NET, SharePoint, Visual Studio, Enterprise Architecture, Oracle
Education
University of Missouri-Rolla 1991 — 1994
MS, Engineering Management
Bradley University 1982 — 1987
BSEE, Electrical Engineering
Mater Dei High School 1978 — 1982
High School, High School
Brad Justus's A.G. Edwards & Sons, Inc. Experience September 2002 - September 2007
Job Chief Financial Officer
Industry Construction
Experience
Kleenco Maintenance & Construction October 2010 - Present
Raymond James September 2007 - October 2010
A.G. Edwards & Sons, Inc. September 2002 - September 2007
Ulrich Chemical, Inc June 2001 - September 2002
Theta Chi Fraternity 1999 - 2001
Skills
401k, Budgets, Customer Service, Finance, Financial Advisory, Financial Reporting, Management, New Business Development, Non-profits, Retirement Planning, Strategic Financial..., Strategy, Team Leadership, Time Management, Strategic Planning, Team Building, Leadership, Public Speaking, Microsoft Office, Small Business, Sales, Contract Negotiation, Financial Planning, Forecasting, Accounts Payable, Nonprofits
Education
Anderson University 2010 — 2012
MBA, Finance
Ball State University 1995 — 1999
B.S. Management, Operations Management
Ball State University - College of Business 1995 — 1999
B.S., Management
Kleenco Maintenance & Construction October 2010 - Present
Raymond James September 2007 - October 2010
A.G. Edwards & Sons, Inc. September 2002 - September 2007
Ulrich Chemical, Inc June 2001 - September 2002
Theta Chi Fraternity 1999 - 2001
Skills
401k, Budgets, Customer Service, Finance, Financial Advisory, Financial Reporting, Management, New Business Development, Non-profits, Retirement Planning, Strategic Financial..., Strategy, Team Leadership, Time Management, Strategic Planning, Team Building, Leadership, Public Speaking, Microsoft Office, Small Business, Sales, Contract Negotiation, Financial Planning, Forecasting, Accounts Payable, Nonprofits
Education
Anderson University 2010 — 2012
MBA, Finance
Ball State University 1995 — 1999
B.S. Management, Operations Management
Ball State University - College of Business 1995 — 1999
B.S., Management
Matthew Strutzel, AAMS Matthew Strutzel, AAMS's A.G. Edwards & Sons, Inc. Experience September 2003 - November 2007
Job Associate Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James December 2007 - Present
A.G. Edwards & Sons, Inc. September 2003 - November 2007
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Microsoft Office, Retirement, Business Development, Financial Services
Education
Bradley University 1999 — 2003
Bachelor of Arts, Communications
Lake Park High School 1995 — 1999
Trinity Lutheran - Roselle 1990 — 1995
St. Paul Lutheran - Chicago
Raymond James December 2007 - Present
A.G. Edwards & Sons, Inc. September 2003 - November 2007
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Microsoft Office, Retirement, Business Development, Financial Services
Education
Bradley University 1999 — 2003
Bachelor of Arts, Communications
Lake Park High School 1995 — 1999
Trinity Lutheran - Roselle 1990 — 1995
St. Paul Lutheran - Chicago
James Platzer James Platzer's A.G. Edwards & Sons, Inc. Experience 1999 - 2009
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 1999 - Present
A.G. Edwards & Sons, Inc. 1999 - 2009
Merrill Lynch 1996 - 1999
Indepth Bond News January 1993 - March 1996
Research Information Services June 1990 - April 1993
Skills
Retirement Planning, Securities, Finance, Investments, Financial Advisory, Mutual Funds, Strategic Planning, Management, Research, Economics, Leadership, Asset Management, Insurance, Financial Analysis, Customer Service, Risk Management
Education
American University 1986 — 1990
BA, Economic Theory
American University - Kogod School of Business 1986 — 1990
BA, Economic Theory
Wells Fargo Advisors April 1999 - Present
A.G. Edwards & Sons, Inc. 1999 - 2009
Merrill Lynch 1996 - 1999
Indepth Bond News January 1993 - March 1996
Research Information Services June 1990 - April 1993
Skills
Retirement Planning, Securities, Finance, Investments, Financial Advisory, Mutual Funds, Strategic Planning, Management, Research, Economics, Leadership, Asset Management, Insurance, Financial Analysis, Customer Service, Risk Management
Education
American University 1986 — 1990
BA, Economic Theory
American University - Kogod School of Business 1986 — 1990
BA, Economic Theory
Bruce Lanni Bruce Lanni's A.G. Edwards & Sons, Inc. Experience 1998 - 2007
Job at Lanni Capital Investments LLC "LCI"
Industry Investment Banking
Experience
Lanni Capital Investments LLC "LCI" March 2011 - Present
Sterne Agee January 2011 - March 2011
Nollenberger Capital Partners 2009 - 2010
A.G. Edwards & Sons, Inc. 1998 - 2007
Oppenheimer & Co. 1994 - 1998
Rauscher Pierce 1993 - 1994
ARCO 1978 - 1993
Skills
Equities, Portfolio Management, Investments, Fixed Income, Bonds, Energy, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Capital Markets, Valuation, Investment Advisory, Securities, Asset Managment, Geophysics, Seismology, Financial Modeling, Seismic Design, Private Equity, Asset Allocation
Education
University of California, Davis 1973 — 1977
Bachelor of Science, Geology
California State University-Northridge 1978 — 1979
Graduate Studies, MS Geology
Lanni Capital Investments LLC "LCI" March 2011 - Present
Sterne Agee January 2011 - March 2011
Nollenberger Capital Partners 2009 - 2010
A.G. Edwards & Sons, Inc. 1998 - 2007
Oppenheimer & Co. 1994 - 1998
Rauscher Pierce 1993 - 1994
ARCO 1978 - 1993
Skills
Equities, Portfolio Management, Investments, Fixed Income, Bonds, Energy, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Capital Markets, Valuation, Investment Advisory, Securities, Asset Managment, Geophysics, Seismology, Financial Modeling, Seismic Design, Private Equity, Asset Allocation
Education
University of California, Davis 1973 — 1977
Bachelor of Science, Geology
California State University-Northridge 1978 — 1979
Graduate Studies, MS Geology
Freeman H. Welch, CFP® Freeman H. Welch, CFP®'s A.G. Edwards & Sons, Inc. Experience 1988 - 2007
Job Senior Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 1988 - Present
California Basketball Officials Association - Long Beach Unit 1982 - Present
A.G. Edwards & Sons, Inc. 1988 - 2007
Newhard, Cook & Company, Inc. 1982 - 1988
The Federated Group 1978 - 1982
University Stereo 1976 - 1978
Pacific Stereo 1975 - 1976
Skills
Retirement Planning, Strategic Planning, Investment Strategies, Public Speaking, Team Building, Social Media, Public Relations, Program Development, Fundraising, Nonprofits, Customer Service, Alternative Investments, Community Outreach, Event Planning, Volunteer Management, Research, Hedge Funds, Charitable Gift Planning, Higher Education, Grants, Teaching, Grant Writing, Investment Planning, Investments
Education
College for Financial Planning 1988 — 1990
CFP, CFP Professional Education Program
University of San Francisco 1988 — 1990
CFP, Financial Planning and Investment Management
University of Southern California 1974 — 1975
BA, Journalism
Cal State Fullerton 1971 — 1974
Business - Journalism
Sunny Hills High School 1967 — 1971
Wells Fargo Advisors, LLC October 1988 - Present
California Basketball Officials Association - Long Beach Unit 1982 - Present
A.G. Edwards & Sons, Inc. 1988 - 2007
Newhard, Cook & Company, Inc. 1982 - 1988
The Federated Group 1978 - 1982
University Stereo 1976 - 1978
Pacific Stereo 1975 - 1976
Skills
Retirement Planning, Strategic Planning, Investment Strategies, Public Speaking, Team Building, Social Media, Public Relations, Program Development, Fundraising, Nonprofits, Customer Service, Alternative Investments, Community Outreach, Event Planning, Volunteer Management, Research, Hedge Funds, Charitable Gift Planning, Higher Education, Grants, Teaching, Grant Writing, Investment Planning, Investments
Education
College for Financial Planning 1988 — 1990
CFP, CFP Professional Education Program
University of San Francisco 1988 — 1990
CFP, Financial Planning and Investment Management
University of Southern California 1974 — 1975
BA, Journalism
Cal State Fullerton 1971 — 1974
Business - Journalism
Sunny Hills High School 1967 — 1971
Courtney Roberts's A.G. Edwards & Sons, Inc. Experience April 2005 - July 2008
Job at
Industry Financial Services
Experience
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Mark Wisterman Mark Wisterman's A.G. Edwards & Sons, Inc. Experience August 2000 - April 2003
Job Owner/Broker at Realty WorldBest Realty
Industry Real Estate
Experience
Realty World-Best Realty December 2007 - Present
Liberty Tax Service January 2012 - December 2012
Bob Beever Realty July 1995 - December 2007
A.G. Edwards & Sons, Inc. August 2000 - April 2003
Burger King January 1978 - August 2000
Skills
Realty, Real Estate, Sellers, Foreclosures, REO, Short Sales, First Time Home Buyers, Residential, Buyer Representation, Home, Residential Homes, Investment Properties, Real Estate Transactions, Real Property, Investors, Relocation, Condos, Single Family Homes, Referrals, Commercial Real Estate, Listings, SFR, Council of Residential..., Buyers, HUD, Selling, Rentals, New Home Sales, ABR, New Homes, Seniors, Property
Education
California State University-Sacramento 1975 — 1978
Business Administration
Woodland High School 1973 — 1975
Winters High School 1971 — 1973
Waggoner School 1966 — 1971
Winters Elementary School 1962 — 1966
Realty World-Best Realty December 2007 - Present
Liberty Tax Service January 2012 - December 2012
Bob Beever Realty July 1995 - December 2007
A.G. Edwards & Sons, Inc. August 2000 - April 2003
Burger King January 1978 - August 2000
Skills
Realty, Real Estate, Sellers, Foreclosures, REO, Short Sales, First Time Home Buyers, Residential, Buyer Representation, Home, Residential Homes, Investment Properties, Real Estate Transactions, Real Property, Investors, Relocation, Condos, Single Family Homes, Referrals, Commercial Real Estate, Listings, SFR, Council of Residential..., Buyers, HUD, Selling, Rentals, New Home Sales, ABR, New Homes, Seniors, Property
Education
California State University-Sacramento 1975 — 1978
Business Administration
Woodland High School 1973 — 1975
Winters High School 1971 — 1973
Waggoner School 1966 — 1971
Winters Elementary School 1962 — 1966
Frank Salvatore Frank Salvatore's A.G. Edwards & Sons, Inc. Experience April 2004 - November 2006
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney November 2006 - September 2012
A.G. Edwards & Sons, Inc. April 2004 - November 2006
Arandell Corporation December 1999 - March 2004
Banta Corporation January 1994 - December 1999
RR Donnelley May 1985 - July 1992
Education
Bryant University 2001 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Marketing
Ameriprise Financial Services, Inc. September 2012 - Present
Morgan Stanley Smith Barney November 2006 - September 2012
A.G. Edwards & Sons, Inc. April 2004 - November 2006
Arandell Corporation December 1999 - March 2004
Banta Corporation January 1994 - December 1999
RR Donnelley May 1985 - July 1992
Education
Bryant University 2001 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Marketing
Shawn Mize Shawn Mize's A.G. Edwards & Sons, Inc. Experience 2001 - 2007
Job Sr. System Engineer at Integris Health
Industry Information Technology and Services
Experience
INTEGRIS Health October 2008 - Present
Wachovia, A Wells Fargo Company September 2007 - March 2008
A.G. Edwards & Sons, Inc. 2001 - 2007
US Army May 1993 - May 1996
Skills
Active Directory, Group Policy, Unified Communications, Blackberry Enterprise..., Microsoft OCS, Blackberry MVS, Microsoft Live Meeting, SCCM, Thycotic Password Vault, Zenprise, VMware ESX, VDI, Microsoft Exchange, Visual Studio, Windows Server 2008, DHCP, DNS, Server Hardware, SQL Server, Windows Server, Avaya Aura, Lync Server 2010, Session Border..., SIP, Information Technology, Servers, Software Documentation, Troubleshooting, Disaster Recovery, Cisco Technologies, XP, Live Meeting, Microsoft SQL Server, Integration, Citrix, Testing, Avaya Communication..., Avaya Flare, Architecture
Education
Baker College Business and Corporate Services 1990 — 1994
Computer Information Systems
INTEGRIS Health October 2008 - Present
Wachovia, A Wells Fargo Company September 2007 - March 2008
A.G. Edwards & Sons, Inc. 2001 - 2007
US Army May 1993 - May 1996
Skills
Active Directory, Group Policy, Unified Communications, Blackberry Enterprise..., Microsoft OCS, Blackberry MVS, Microsoft Live Meeting, SCCM, Thycotic Password Vault, Zenprise, VMware ESX, VDI, Microsoft Exchange, Visual Studio, Windows Server 2008, DHCP, DNS, Server Hardware, SQL Server, Windows Server, Avaya Aura, Lync Server 2010, Session Border..., SIP, Information Technology, Servers, Software Documentation, Troubleshooting, Disaster Recovery, Cisco Technologies, XP, Live Meeting, Microsoft SQL Server, Integration, Citrix, Testing, Avaya Communication..., Avaya Flare, Architecture
Education
Baker College Business and Corporate Services 1990 — 1994
Computer Information Systems
Danielle Gibson Danielle Gibson's A.G. Edwards & Sons, Inc. Experience July 1998 - October 2005
Job Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting October 2005 - Present
A.G. Edwards & Sons, Inc. July 1998 - October 2005
United States Air Force May 1994 - October 1996
Skills
Financial Analysis, Financial Reporting, Risk Management, Process Improvement, Software Documentation, Training, Business Analysis, Leadership, Acquisition Integration, Microsoft Excel, SharePoint, Visio, Integration, Microsoft Office, Management Consulting, Hyperion
Education
Abilene Christian University 1995 — 1996
General Studies
Lacrosse University 2003 — 2005
Bachelor, Finance
Hitachi Consulting October 2005 - Present
A.G. Edwards & Sons, Inc. July 1998 - October 2005
United States Air Force May 1994 - October 1996
Skills
Financial Analysis, Financial Reporting, Risk Management, Process Improvement, Software Documentation, Training, Business Analysis, Leadership, Acquisition Integration, Microsoft Excel, SharePoint, Visio, Integration, Microsoft Office, Management Consulting, Hyperion
Education
Abilene Christian University 1995 — 1996
General Studies
Lacrosse University 2003 — 2005
Bachelor, Finance
Robyn Bowie Norgan Robyn Bowie Norgan's A.G. Edwards & Sons, Inc. Experience January 2005 - May 2007
Job Marketing Specialist at Dynadot
Industry Marketing and Advertising
Experience
Dynadot March 2012 - Present
Primary Eyecare Network October 2009 - March 2012
American Cancer Society August 2009 - October 2009
Stanford Graduate School of Business August 2008 - March 2009
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Skills
Microsoft Office, Event Management, PowerPoint, Excel, Event Planning, Public Speaking, Outlook, Social Media, Writing, Non-profits, Marketing Strategy, Editing, HTML, Research, Customer Service, Social Media Marketing, Fundraising, Problem Solving, Online Marketing, Social Networking, Budgets, Microsoft Word, New Business Development, Educational Technology, Financial Reporting, Strategic Partnerships, Program Development, Project Management, Website Development, Blogging, Webinars, Nonprofits, Project Planning, Program Management, Management, Corporate Communications, Marketing Communications, CRM, Market Research, Online Advertising, Time Management, Public Relations, Strategic Planning, SEO, Facebook, Web Marketing, SEM, PPC, Salesforce.com, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2007 — 2008
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Arts, Communication Studies
Monte Vista High School 1999 — 2003
Dynadot March 2012 - Present
Primary Eyecare Network October 2009 - March 2012
American Cancer Society August 2009 - October 2009
Stanford Graduate School of Business August 2008 - March 2009
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Skills
Microsoft Office, Event Management, PowerPoint, Excel, Event Planning, Public Speaking, Outlook, Social Media, Writing, Non-profits, Marketing Strategy, Editing, HTML, Research, Customer Service, Social Media Marketing, Fundraising, Problem Solving, Online Marketing, Social Networking, Budgets, Microsoft Word, New Business Development, Educational Technology, Financial Reporting, Strategic Partnerships, Program Development, Project Management, Website Development, Blogging, Webinars, Nonprofits, Project Planning, Program Management, Management, Corporate Communications, Marketing Communications, CRM, Market Research, Online Advertising, Time Management, Public Relations, Strategic Planning, SEO, Facebook, Web Marketing, SEM, PPC, Salesforce.com, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2007 — 2008
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor of Arts, Communication Studies
Monte Vista High School 1999 — 2003
John Pantekidis, CFA, JD's A.G. Edwards & Sons, Inc. Experience 2003 - 2007
Job Chief Investment Officer & Partner
Industry Investment Management
Experience
Twin Focus Capital Partners LLC January 2007 - Present
A.G. Edwards & Sons, Inc. 2003 - 2007
Self Employed 1996 - 2003
Seegel, Robinson & Lipshutz 1994 - 1995
Skills
Investments, Asset Allocation, Risk Management, Portfolio Management, Finance, Nonprofits, Estate Planning, Start-ups, Tax
Education
Boston University School of Law 1993 — 1994
LL.M, Taxation
Boston University School of Law 1990 — 1993
JD, General Law
Boston University 1986 — 1990
BA, Economics
Twin Focus Capital Partners LLC January 2007 - Present
A.G. Edwards & Sons, Inc. 2003 - 2007
Self Employed 1996 - 2003
Seegel, Robinson & Lipshutz 1994 - 1995
Skills
Investments, Asset Allocation, Risk Management, Portfolio Management, Finance, Nonprofits, Estate Planning, Start-ups, Tax
Education
Boston University School of Law 1993 — 1994
LL.M, Taxation
Boston University School of Law 1990 — 1993
JD, General Law
Boston University 1986 — 1990
BA, Economics
Joanne Kenney-Hawver's A.G. Edwards & Sons, Inc. Experience January 2001 - May 2009
Job Innkeeper at Red Cardinal Bed and Breakfast
Industry Hospitality
Experience
Red Cardinal Bed and Breakfast February 2009 - Present
A.G. Edwards & Sons, Inc. January 2001 - May 2009
Skills
Copywriting, Photography, Customer Service, Event Planning, Non-profits, Event Management, Fundraising, Hospitality
Education
Boston College
Masters, Education
Red Cardinal Bed and Breakfast February 2009 - Present
A.G. Edwards & Sons, Inc. January 2001 - May 2009
Skills
Copywriting, Photography, Customer Service, Event Planning, Non-profits, Event Management, Fundraising, Hospitality
Education
Boston College
Masters, Education
Andrew Wilson, CRPC Andrew Wilson, CRPC's A.G. Edwards & Sons, Inc. Experience 2007 - 2010
Job Internal Wholesaler at Mutual Fund Industry
Industry Investment Management
Experience
Mutual Fund Industry March 2011 - Present
Clarion Advisors, Inc. 2010 - May 2011
A.G. Edwards & Sons, Inc. 2007 - 2010
Franklin Templeton Investments 1993 - 2007
Education
California State University-Sacramento
BA, Communication Studies
Sierra College
AS, Business Administration
Mutual Fund Industry March 2011 - Present
Clarion Advisors, Inc. 2010 - May 2011
A.G. Edwards & Sons, Inc. 2007 - 2010
Franklin Templeton Investments 1993 - 2007
Education
California State University-Sacramento
BA, Communication Studies
Sierra College
AS, Business Administration
Patrick Fearon, CFA Patrick Fearon, CFA's A.G. Edwards & Sons, Inc. Experience October 2006 - March 2008
Job Portfolio Manager at Terra Nova Ventures, a private equity fund focused on international investments
Industry Venture Capital & Private Equity
Experience
Terra Nova Ventures, L.P. March 2008 - Present
A.G. Edwards & Sons, Inc. October 2006 - March 2008
A.G. Edwards & Sons, Inc. September 2001 - October 2006
Vostok Latino-America Investments June 1998 - September 2001
Intel June 1997 - June 1998
The Acacia Group May 1996 - September 1996
North Atlantic Treaty Organization (NATO) May 1995 - September 1995
Central Intelligence Agency (CIA) February 1989 - August 1994
Skills
Economics, Portfolio Management, Investments, Equities, Private Equity, Analysis, Trading, Asset Allocation, Emerging Markets, Finance, Investment Strategies, Business Planning, Bonds, Financial Risk, Valuation, Mutual Funds, Alternative Investments, Financial Modeling
Education
Arizona State University 1994 — 1997
M.B.A., Investment Analysis and Management
Harvard University 1985 — 1987
Master of Public Policy, Business-Government Relations
University of Notre Dame 1980 — 1984
B.A., Government & International Relations
Terra Nova Ventures, L.P. March 2008 - Present
A.G. Edwards & Sons, Inc. October 2006 - March 2008
A.G. Edwards & Sons, Inc. September 2001 - October 2006
Vostok Latino-America Investments June 1998 - September 2001
Intel June 1997 - June 1998
The Acacia Group May 1996 - September 1996
North Atlantic Treaty Organization (NATO) May 1995 - September 1995
Central Intelligence Agency (CIA) February 1989 - August 1994
Skills
Economics, Portfolio Management, Investments, Equities, Private Equity, Analysis, Trading, Asset Allocation, Emerging Markets, Finance, Investment Strategies, Business Planning, Bonds, Financial Risk, Valuation, Mutual Funds, Alternative Investments, Financial Modeling
Education
Arizona State University 1994 — 1997
M.B.A., Investment Analysis and Management
Harvard University 1985 — 1987
Master of Public Policy, Business-Government Relations
University of Notre Dame 1980 — 1984
B.A., Government & International Relations
Wayne McCloskey Wayne McCloskey's A.G. Edwards & Sons, Inc. Experience August 2006 - June 2007
Job Customer Focus Manager at ASML
Industry Semiconductors
Experience
ASML US, Inc. February 2011 - Present
Energy Management Advisors LLC February 2010 - February 2011
Interconnect Devices, Inc. April 2009 - February 2010
Antares Advanced Test Technologies July 2007 - April 2009
A.G. Edwards & Sons, Inc. August 2006 - June 2007
Intel September 1999 - August 2006
Intel May 1998 - September 1999
Intel April 1996 - May 1998
Intel January 1995 - April 1996
Intel June 1994 - January 1995
Skills
Operational Excellence, Product Development, Strategic Planning, Leadership, Procurement, Total Cost of Ownership, CRM, Cross-functional Team..., Six Sigma, Program Management, Engineering Management, Manufacturing, Engineering, SPC, Change Management, Project Management, Business Process..., Negotiation, Quality Management, Analysis, Strategy, Supply Chain Management, Continuous Improvement, Semiconductors, Start-ups, Management, Testing, Competitive Analysis, Training, Project Planning, Lean Manufacturing, Process Improvement, Electronics, Process Engineering, Strategic Sourcing, Supply Chain, Logistics, Contract Management, Semiconductor Industry, Product Management, Purchasing, Troubleshooting, Quality System, Design of Experiments, Supply Management, Failure Analysis, DMAIC, FMEA, R&D
Education
Arizona State University - W. P. Carey School of Business 1996 — 1998
MBA, Executive MBA Program
University of Pittsburgh 1981 — 1984
BS, Electrical Engineering Technology
Community College of Allegheny County 1979 — 1981
AS, Electronics
ASML US, Inc. February 2011 - Present
Energy Management Advisors LLC February 2010 - February 2011
Interconnect Devices, Inc. April 2009 - February 2010
Antares Advanced Test Technologies July 2007 - April 2009
A.G. Edwards & Sons, Inc. August 2006 - June 2007
Intel September 1999 - August 2006
Intel May 1998 - September 1999
Intel April 1996 - May 1998
Intel January 1995 - April 1996
Intel June 1994 - January 1995
Skills
Operational Excellence, Product Development, Strategic Planning, Leadership, Procurement, Total Cost of Ownership, CRM, Cross-functional Team..., Six Sigma, Program Management, Engineering Management, Manufacturing, Engineering, SPC, Change Management, Project Management, Business Process..., Negotiation, Quality Management, Analysis, Strategy, Supply Chain Management, Continuous Improvement, Semiconductors, Start-ups, Management, Testing, Competitive Analysis, Training, Project Planning, Lean Manufacturing, Process Improvement, Electronics, Process Engineering, Strategic Sourcing, Supply Chain, Logistics, Contract Management, Semiconductor Industry, Product Management, Purchasing, Troubleshooting, Quality System, Design of Experiments, Supply Management, Failure Analysis, DMAIC, FMEA, R&D
Education
Arizona State University - W. P. Carey School of Business 1996 — 1998
MBA, Executive MBA Program
University of Pittsburgh 1981 — 1984
BS, Electrical Engineering Technology
Community College of Allegheny County 1979 — 1981
AS, Electronics
Brian Welsh Brian Welsh's A.G. Edwards & Sons, Inc. Experience 2001 - 2003
Job Vice President at Annexus
Industry Marketing and Advertising
Experience
Annexus February 2015 - Present
AIG 2007 - February 2015
Associated Securities Corp. 2006 - 2007
Farmers Financial Solutions, LLC 2003 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2003
J.D. Power & Associates 2000 - 2001
Skills
Insurance, Product Marketing, Email Marketing, Marketing Strategy, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Marketing, Financial Services, Management, Sales, Corporate Events, Finance, Strategic Leadership, Series 63, Strategy, Strategic Planning, Online Marketing, Leadership, CRM, Marketing Communications, Marketing Research, New Business Development, Direct Marketing, Life Insurance, Strategic Partnerships, Customer Service, Online Advertising, Digital Marketing, Market Research, Business Development, Product Management, Lead Generation, Sales Operations, Competitive Analysis, 401k, Analytics, Advertising, Financial Planning, Social Media, Retirement, Investments, Sales Management
Education
California State University-Northridge 1996 — 2000
BA
Annexus February 2015 - Present
AIG 2007 - February 2015
Associated Securities Corp. 2006 - 2007
Farmers Financial Solutions, LLC 2003 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2003
J.D. Power & Associates 2000 - 2001
Skills
Insurance, Product Marketing, Email Marketing, Marketing Strategy, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Marketing, Financial Services, Management, Sales, Corporate Events, Finance, Strategic Leadership, Series 63, Strategy, Strategic Planning, Online Marketing, Leadership, CRM, Marketing Communications, Marketing Research, New Business Development, Direct Marketing, Life Insurance, Strategic Partnerships, Customer Service, Online Advertising, Digital Marketing, Market Research, Business Development, Product Management, Lead Generation, Sales Operations, Competitive Analysis, 401k, Analytics, Advertising, Financial Planning, Social Media, Retirement, Investments, Sales Management
Education
California State University-Northridge 1996 — 2000
BA
Nicolas Knapik, MBA's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job Principal at RJ Capital Investment Advisors
Industry Investment Management
Experience
RJ Capital Investment Advisors August 2012 - Present
TMFS Wealth Management August 2006 - August 2012
Charles Schwab 2003 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Bank of America 1998 - 2000
Morgan Stanley 1997 - 2000
Skills
Asset Managment, Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Strategic Financial..., Capital Markets, Valuation, Finance, Investment Banking, Asset Management, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Business Development, Management Consulting, Start-ups, Investment Advisory, Venture Capital, Executive Management, Management, Financial Services, Leadership, Risk Management, Wealth, Strategic Planning, CRM, Business Strategy, Project Management, Retirement Planning, New Business Development, Consulting, Training, Recruiting, Wealth Management, Account Management, Banking, Corporate Finance, Mutual Funds, Program Management, Team Leadership, Vendor Management, Team Building, Marketing, Process Improvement, Insurance
Education
Boston University 2005 — 2007
CFP, Finance
Western New England University 2004 — 2007
Master of Business Administration (MBA), Finance
RJ Capital Investment Advisors August 2012 - Present
TMFS Wealth Management August 2006 - August 2012
Charles Schwab 2003 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Bank of America 1998 - 2000
Morgan Stanley 1997 - 2000
Skills
Asset Managment, Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Private Equity, Due Diligence, Strategic Financial..., Capital Markets, Valuation, Finance, Investment Banking, Asset Management, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Business Development, Management Consulting, Start-ups, Investment Advisory, Venture Capital, Executive Management, Management, Financial Services, Leadership, Risk Management, Wealth, Strategic Planning, CRM, Business Strategy, Project Management, Retirement Planning, New Business Development, Consulting, Training, Recruiting, Wealth Management, Account Management, Banking, Corporate Finance, Mutual Funds, Program Management, Team Leadership, Vendor Management, Team Building, Marketing, Process Improvement, Insurance
Education
Boston University 2005 — 2007
CFP, Finance
Western New England University 2004 — 2007
Master of Business Administration (MBA), Finance
Jennifer J. Cole, CFA, MBA, CFP® Jennifer J. Cole, CFA, MBA, CFP®'s A.G. Edwards & Sons, Inc. Experience 1988 - 1991
Job Advisor ~ Planner ~ Advocate, Cole Financial Consulting, LLC
Industry Financial Services
Experience
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Melissa Seiler's A.G. Edwards & Sons, Inc. Experience February 1999 - August 2002
Job
Industry Security and Investigations
Experience
N.C. Bail Agents Association May 2014 - Present
Angels Bail Bonding September 2002 - Present
A.G. Edwards & Sons, Inc. February 1999 - August 2002
Legg Mason Wood Walker October 1994 - February 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Rockingham Community College 2000 — 2003
Associate of Science (A.S.), Criminal Justice Technology
Bennett College for Women
N.C. Bail Agents Association May 2014 - Present
Angels Bail Bonding September 2002 - Present
A.G. Edwards & Sons, Inc. February 1999 - August 2002
Legg Mason Wood Walker October 1994 - February 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Rockingham Community College 2000 — 2003
Associate of Science (A.S.), Criminal Justice Technology
Bennett College for Women
Allison Joy Baker Donahue's A.G. Edwards & Sons, Inc. Experience January 2004 - March 2006
Job Children's Music and Movement Teacher at Wiggles and Giggles / Real Estate Sales Agent
Industry Financial Services
Experience
Northrup Associates Realtors June 2013 - Present
DDES, LLC March 2014 - September 2014
Brookwood Securities Partners LLC April 2012 - March 2014
Baker & Company, PC August 2010 - May 2012
FSP Investments, LLC June 2009 - August 2010
U.S. Trust Bank of America January 2008 - June 2009
Morgan Stanley March 2006 - January 2008
A.G. Edwards & Sons, Inc. January 2004 - March 2006
The Jewish Theological Seminary December 2002 - January 2004
Harvard Pilgrim Health Care September 1999 - January 2002
Education
Boston University 1995 — 1999
B.S. Business Administration, General Management
Boston University Questrom School of Business 1995 — 1999
Northrup Associates Realtors June 2013 - Present
DDES, LLC March 2014 - September 2014
Brookwood Securities Partners LLC April 2012 - March 2014
Baker & Company, PC August 2010 - May 2012
FSP Investments, LLC June 2009 - August 2010
U.S. Trust Bank of America January 2008 - June 2009
Morgan Stanley March 2006 - January 2008
A.G. Edwards & Sons, Inc. January 2004 - March 2006
The Jewish Theological Seminary December 2002 - January 2004
Harvard Pilgrim Health Care September 1999 - January 2002
Education
Boston University 1995 — 1999
B.S. Business Administration, General Management
Boston University Questrom School of Business 1995 — 1999
Shelley Herold's A.G. Edwards & Sons, Inc. Experience 1999 - 2007
Job Capital Markets Institutional Equity at First Analysis
Industry Financial Services
Experience
First Analysis 2007 - Present
A.G. Edwards & Sons, Inc. 1999 - 2007
Merrill Lynch October 1990 - July 1999
Boettcher & Co December 1989 - October 1990
Skills
Equity Research, Equities, Series 7, Investments, Hedge Funds, Asset Managment, Financial Modeling, Capital Markets, Valuation, Alternative Investments, Portfolio Management, Financial Analysis
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Business
Babson College 1985 — 1989
B.S., Double Major (Marketing & Communications)
Syracuse University 1987 — 1988
Junior Year Abroad (London, England)
Lynnfield High School 1980 — 1985
Pike
First Analysis 2007 - Present
A.G. Edwards & Sons, Inc. 1999 - 2007
Merrill Lynch October 1990 - July 1999
Boettcher & Co December 1989 - October 1990
Skills
Equity Research, Equities, Series 7, Investments, Hedge Funds, Asset Managment, Financial Modeling, Capital Markets, Valuation, Alternative Investments, Portfolio Management, Financial Analysis
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Business
Babson College 1985 — 1989
B.S., Double Major (Marketing & Communications)
Syracuse University 1987 — 1988
Junior Year Abroad (London, England)
Lynnfield High School 1980 — 1985
Pike
Todd Stone, CFP® Todd Stone, CFP®'s A.G. Edwards & Sons, Inc. Experience March 2000 - January 2008
Job Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. January 2012 - Present
Wells Fargo Advisors, Financial Services January 2008 - January 2012
A.G. Edwards & Sons, Inc. March 2000 - January 2008
Casino Queen Inc. January 1993 - March 2000
Skills
Investments, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement, Investment Strategies, IRAs, Fixed Annuities
Education
Arkansas State University 1985 — 1990
Bachelor's degree, Finance
Benjamin F. Edwards & Co. January 2012 - Present
Wells Fargo Advisors, Financial Services January 2008 - January 2012
A.G. Edwards & Sons, Inc. March 2000 - January 2008
Casino Queen Inc. January 1993 - March 2000
Skills
Investments, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement, Investment Strategies, IRAs, Fixed Annuities
Education
Arkansas State University 1985 — 1990
Bachelor's degree, Finance
David K Luke David K Luke's A.G. Edwards & Sons, Inc. Experience June 1989 - May 1996
Job Physician Financial Planning Fee Only
Industry Financial Services
Experience
Net Worth Advisory Group September 2010 - Present
Luke Wealth Management, Inc. June 2008 - September 2010
Wachovia Securities, LLC May 1996 - June 2008
A.G. Edwards & Sons, Inc. June 1989 - May 1996
GMAC Canada June 1987 - June 1989
General Motors of Canada May 1986 - June 1987
Skills
Conversational Japanese, Portfolio Management, Investment Advisory, Financial Planning, Financial Advisory, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Investments, Retirement, Wealth, Securities, Mutual Funds, IRA's, Bonds, Investment Strategies, 401k, Retirement Income..., Equities, Risk Management, Fixed Income, Financial Analysis, High Net Worth..., ETFs, Personal Finance, Small Business, Stocks, Strategic Financial..., Insurance, Finance, IRAs, Investment Management
Education
Thunderbird School of Global Management 1985 — 1986
MIM, International Business, Japanese
Brigham Young University 1982 — 1984
BA, International Relations
Texas Tech University 1979 — 1980
College for Financial Planning
CFP Certification Professional Education Program, Financial Planning
Net Worth Advisory Group September 2010 - Present
Luke Wealth Management, Inc. June 2008 - September 2010
Wachovia Securities, LLC May 1996 - June 2008
A.G. Edwards & Sons, Inc. June 1989 - May 1996
GMAC Canada June 1987 - June 1989
General Motors of Canada May 1986 - June 1987
Skills
Conversational Japanese, Portfolio Management, Investment Advisory, Financial Planning, Financial Advisory, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Investments, Retirement, Wealth, Securities, Mutual Funds, IRA's, Bonds, Investment Strategies, 401k, Retirement Income..., Equities, Risk Management, Fixed Income, Financial Analysis, High Net Worth..., ETFs, Personal Finance, Small Business, Stocks, Strategic Financial..., Insurance, Finance, IRAs, Investment Management
Education
Thunderbird School of Global Management 1985 — 1986
MIM, International Business, Japanese
Brigham Young University 1982 — 1984
BA, International Relations
Texas Tech University 1979 — 1980
College for Financial Planning
CFP Certification Professional Education Program, Financial Planning
Ryan R. Purkiss, AIF® CFP® Ryan R. Purkiss, AIF® CFP®'s A.G. Edwards & Sons, Inc. Experience August 2005 - March 2008
Job Certified Financial Planner™ Professional ThiesenDueker Financial Consulting Group
Industry Financial Services
Experience
Thiesen-Dueker Financial Consulting Group December 2010 - Present
First Allied Securities March 2008 - October 2010
A.G. Edwards & Sons, Inc. August 2005 - March 2008
Morgan Stanley January 2001 - August 2005
Skills
Certified Financial..., Series 7, Series 66, Series 31, CA Insurance License
Education
Wharton Business School West Campus 2011 — 2011
AIF®, Accredited Investment Fiduciary
Fresno State University 2010 — 2010
Certificate Program In Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science
Thiesen-Dueker Financial Consulting Group December 2010 - Present
First Allied Securities March 2008 - October 2010
A.G. Edwards & Sons, Inc. August 2005 - March 2008
Morgan Stanley January 2001 - August 2005
Skills
Certified Financial..., Series 7, Series 66, Series 31, CA Insurance License
Education
Wharton Business School West Campus 2011 — 2011
AIF®, Accredited Investment Fiduciary
Fresno State University 2010 — 2010
Certificate Program In Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science
Randy Chrisman Randy Chrisman's A.G. Edwards & Sons, Inc. Experience August 2002 - September 2003
Job Marketing Director at Angel Oak Capital Advisors, LLC
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC June 2014 - Present
Angel Oak Capital Advisors, LLC December 2012 - May 2014
Brightworth May 2004 - August 2012
R.E. Wacker Associates, Inc. January 2004 - April 2004
A.G. Edwards & Sons, Inc. August 2002 - September 2003
Raymond James Financial March 2002 - July 2002
Shanco Commodities Company October 2000 - February 2002
The Linn Group June 2000 - September 2000
Skills
Finance, Investments, Marketing, Financial Analysis, Management, Strategic Planning, Equities, Financial Modeling, Fixed Income, Sales
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Finance
Angel Oak Capital Advisors, LLC June 2014 - Present
Angel Oak Capital Advisors, LLC December 2012 - May 2014
Brightworth May 2004 - August 2012
R.E. Wacker Associates, Inc. January 2004 - April 2004
A.G. Edwards & Sons, Inc. August 2002 - September 2003
Raymond James Financial March 2002 - July 2002
Shanco Commodities Company October 2000 - February 2002
The Linn Group June 2000 - September 2000
Skills
Finance, Investments, Marketing, Financial Analysis, Management, Strategic Planning, Equities, Financial Modeling, Fixed Income, Sales
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Finance
Richard Cheong Richard Cheong's A.G. Edwards & Sons, Inc. Experience March 2000 - March 2002
Job Franchisee Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service October 2004 - Present
HD Vest June 2008 - Present
Cheong Construction Management May 2009 - Present
igxglobal May 2008 - April 2009
A.G. Edwards & Sons, Inc. March 2000 - March 2002
Prudential Securities May 1990 - March 2000
Skills
Business Development, Program Management, Accounting, Business Planning, Team Building, Small Business, Strategic Planning, New Business Development, Account Management, Business Strategy, Strategic Financial...
Education
Armstrong State University 1972 — 1976
BA
Georgia Institute of Technology 1969 — 1972
Liberty Tax Service October 2004 - Present
HD Vest June 2008 - Present
Cheong Construction Management May 2009 - Present
igxglobal May 2008 - April 2009
A.G. Edwards & Sons, Inc. March 2000 - March 2002
Prudential Securities May 1990 - March 2000
Skills
Business Development, Program Management, Accounting, Business Planning, Team Building, Small Business, Strategic Planning, New Business Development, Account Management, Business Strategy, Strategic Financial...
Education
Armstrong State University 1972 — 1976
BA
Georgia Institute of Technology 1969 — 1972
Rhonda Maxwell Rhonda Maxwell's A.G. Edwards & Sons, Inc. Experience August 2001 - October 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC August 2001 - October 2011
A.G. Edwards & Sons, Inc. August 2001 - October 2007
Merrill Lynch Investment Managers December 1992 - August 2001
The Press Enterprise November 1990 - December 1992
Skills
Investments, Finance, Mergers & Acquisitions, Retirement Planning, Small Business, Fixed Annuities
Education
California State University-Long Beach 2003 — 2004
CSPG, Financial Planning
San Diego State University-California State University 1999 — 2000
Certificate in Personal Financial Planning, Personal Financial Planning
University of Northern Iowa 1986 — 1990
BA, Economics, Science, Communications
California State University-Dominguez Hills 1988 — 1989
University of Northern Iowa
Bachelors
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC August 2001 - October 2011
A.G. Edwards & Sons, Inc. August 2001 - October 2007
Merrill Lynch Investment Managers December 1992 - August 2001
The Press Enterprise November 1990 - December 1992
Skills
Investments, Finance, Mergers & Acquisitions, Retirement Planning, Small Business, Fixed Annuities
Education
California State University-Long Beach 2003 — 2004
CSPG, Financial Planning
San Diego State University-California State University 1999 — 2000
Certificate in Personal Financial Planning, Personal Financial Planning
University of Northern Iowa 1986 — 1990
BA, Economics, Science, Communications
California State University-Dominguez Hills 1988 — 1989
University of Northern Iowa
Bachelors
Michael Iannetta Michael Iannetta's A.G. Edwards & Sons, Inc. Experience January 2005 - March 2008
Job Mortgage Consultant at Mclean Mortgage
Industry Banking
Experience
McLean Mortgage Corporation November 2009 - Present
Ameriprise Financial Services March 2008 - November 2009
A.G. Edwards & Sons, Inc. January 2005 - March 2008
Home Solutions Home Improvements February 2002 - August 2005
Education
Virginia Polytechnic Institute and State University 1998 — 2000
Arizona State University 1996 — 1998
McLean Mortgage Corporation November 2009 - Present
Ameriprise Financial Services March 2008 - November 2009
A.G. Edwards & Sons, Inc. January 2005 - March 2008
Home Solutions Home Improvements February 2002 - August 2005
Education
Virginia Polytechnic Institute and State University 1998 — 2000
Arizona State University 1996 — 1998
Chuck Chiodo's A.G. Edwards & Sons, Inc. Experience July 1999 - September 2001
Job Branch Manager for OmniFund, Inc
Industry Financial Services
Experience
Omni-Fund Inc. December 2011 - Present
eVantage Financial October 2013 - November 2014
Mortgage Bank of California January 2011 - December 2011
Franklin Advantage, Inc. June 2010 - January 2011
Tri-Emerald Financial Group September 2009 - June 2010
Innovative Financial Strategies, Inc. November 2005 - 2009
CJ Investments, Inc. 2003 - 2008
Pacific Advisors September 2001 - March 2004
A.G. Edwards & Sons, Inc. July 1999 - September 2001
Pacific Computer Expansions, Inc. August 1995 - July 1999
Skills
Mortgage Lending, FHA, Loans, Investment Properties, Refinance, Investments, Finance, Real Estate Transactions, Credit, Real Estate, Sales, Loan Origination, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Negotiation, Real Estate Financing, Short Sales, VA Loans, Financial Analysis, Sales Management, Sales Operations, Consultative Selling, FHA Financing
Education
California State University-Long Beach - College of Business Administration 1994 — 1999
BS-Business Finance, Finance
Omni-Fund Inc. December 2011 - Present
eVantage Financial October 2013 - November 2014
Mortgage Bank of California January 2011 - December 2011
Franklin Advantage, Inc. June 2010 - January 2011
Tri-Emerald Financial Group September 2009 - June 2010
Innovative Financial Strategies, Inc. November 2005 - 2009
CJ Investments, Inc. 2003 - 2008
Pacific Advisors September 2001 - March 2004
A.G. Edwards & Sons, Inc. July 1999 - September 2001
Pacific Computer Expansions, Inc. August 1995 - July 1999
Skills
Mortgage Lending, FHA, Loans, Investment Properties, Refinance, Investments, Finance, Real Estate Transactions, Credit, Real Estate, Sales, Loan Origination, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Negotiation, Real Estate Financing, Short Sales, VA Loans, Financial Analysis, Sales Management, Sales Operations, Consultative Selling, FHA Financing
Education
California State University-Long Beach - College of Business Administration 1994 — 1999
BS-Business Finance, Finance
Aaron A Simone Aaron A Simone's A.G. Edwards & Sons, Inc. Experience 2006 - January 2008
Job Financial Advisor at Independent Financial Group
Industry Financial Services
Experience
Sultra Corporation February 2011 - Present
Independent Financial Group September 2010 - Present
Wells Fargo Advisors, LLC 2009 - September 2010
Wachovia Securities January 2008 - 2009
A.G. Edwards & Sons, Inc. 2006 - January 2008
The Innovations Group Inc 1997 - 2007
Skills
Finance, Management, Investment Advisory, Investments, Series 7, Retirement Planning, Small Business, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Strategic Planning, Strategic Financial..., Insurance, Asset Managment, Retirement, Financial Advisory, Asset Management, Microsoft Office, Social Media, Negotiation, Microsoft Word, Marketing Strategy, Marketing, Financial Analysis, Series 63, 401k, Outlook, Public Speaking, Start-ups, Customer Service, Business Planning, New Business Development, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, IRAs, Life Insurance, Investment Management, Bonds, Equities, Variable Annuities, 401k Rollovers, Relationship Management, Entrepreneurship, Separately Managed..., Alternative Investments, Employee Benefits, Property & Casualty...
Education
California Lutheran University 2009 — 2012
California State University Channel Islands 2003 — 2006
bus, Busniess major minor Economics
San Diego State University-California State University 1998 — 2000
Sultra Corporation February 2011 - Present
Independent Financial Group September 2010 - Present
Wells Fargo Advisors, LLC 2009 - September 2010
Wachovia Securities January 2008 - 2009
A.G. Edwards & Sons, Inc. 2006 - January 2008
The Innovations Group Inc 1997 - 2007
Skills
Finance, Management, Investment Advisory, Investments, Series 7, Retirement Planning, Small Business, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Strategic Planning, Strategic Financial..., Insurance, Asset Managment, Retirement, Financial Advisory, Asset Management, Microsoft Office, Social Media, Negotiation, Microsoft Word, Marketing Strategy, Marketing, Financial Analysis, Series 63, 401k, Outlook, Public Speaking, Start-ups, Customer Service, Business Planning, New Business Development, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, IRAs, Life Insurance, Investment Management, Bonds, Equities, Variable Annuities, 401k Rollovers, Relationship Management, Entrepreneurship, Separately Managed..., Alternative Investments, Employee Benefits, Property & Casualty...
Education
California Lutheran University 2009 — 2012
California State University Channel Islands 2003 — 2006
bus, Busniess major minor Economics
San Diego State University-California State University 1998 — 2000
Larry Rollins, CFP® Larry Rollins, CFP®'s A.G. Edwards & Sons, Inc. Experience November 1995 - May 2004
Job
Industry Investment Management
Experience
Fidelity Investments December 2007 - Present
Fidelity Investments May 2004 - November 2007
A.G. Edwards & Sons, Inc. November 1995 - May 2004
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Wealth, Financial Planners, Series 63, Management, High Net Worth..., Mutual Funds, FINRA, Wealth Management, Team-oriented, Golf Fitness, Fun, People Skills, Trust
Education
California State University-Northridge 1991 — 1995
Bachelor's of Science, Political Science and Government
Santa Barbara City College 1986 — 1991
AA, Business Administration
Fidelity Investments December 2007 - Present
Fidelity Investments May 2004 - November 2007
A.G. Edwards & Sons, Inc. November 1995 - May 2004
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Wealth, Financial Planners, Series 63, Management, High Net Worth..., Mutual Funds, FINRA, Wealth Management, Team-oriented, Golf Fitness, Fun, People Skills, Trust
Education
California State University-Northridge 1991 — 1995
Bachelor's of Science, Political Science and Government
Santa Barbara City College 1986 — 1991
AA, Business Administration
Buck McHugh Buck McHugh's A.G. Edwards & Sons, Inc. Experience 1996 - 2002
Job Vice President at AmWest Builders
Industry Management Consulting
Experience
AmWest Builders June 2002 - Present
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Business Strategy, Mergers & Acquisitions, Asset Management, Management Consulting, Valuation, Management, Financial Modeling, Strategy, Project Management, Corporate Finance, Portfolio Management
Education
University of Cambridge 1992 — 1993
MA, Management
Boston College 1989 — 1992
BA, Mathematics
AmWest Builders June 2002 - Present
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Business Strategy, Mergers & Acquisitions, Asset Management, Management Consulting, Valuation, Management, Financial Modeling, Strategy, Project Management, Corporate Finance, Portfolio Management
Education
University of Cambridge 1992 — 1993
MA, Management
Boston College 1989 — 1992
BA, Mathematics
Jay Fratello Jay Fratello's A.G. Edwards & Sons, Inc. Experience August 2002 - February 2008
Job CFP(r), Branch Manager, Partner at FMC Wealth Management Group, Wells Fargo Advisors
Industry Financial Services
Experience
FMC Wealth Management Group December 2012 - Present
Morgan Stanley Wealth Management February 2008 - December 2012
A.G. Edwards & Sons, Inc. August 2002 - February 2008
Skills
Certified Financial..., Investments, Wealth Management, Financial Services, Asset Management, Retirement, Finance, Insurance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Wealth Management..., Strategic Financial..., Estate Planning, Securities, Investment Advisory, Financial Advisory, Investment Strategies, FINRA, Wealth, ETFs, Alternative Investments, Uniform Combined State..., IRAs, Small Business, Bonds, Investment Management, Financial Planners, High Net Worth..., Fixed Annuities, 401k Rollovers, Fixed-Income Strategies, Series 63, Series 7, Series 65, 401k, Series 24, Financial Planning
Education
Auburn University 1992 — 1995
Bachelor of Science (B.S.), Economics
Algonquin Regional High School 1988 — 1992
FMC Wealth Management Group December 2012 - Present
Morgan Stanley Wealth Management February 2008 - December 2012
A.G. Edwards & Sons, Inc. August 2002 - February 2008
Skills
Certified Financial..., Investments, Wealth Management, Financial Services, Asset Management, Retirement, Finance, Insurance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Wealth Management..., Strategic Financial..., Estate Planning, Securities, Investment Advisory, Financial Advisory, Investment Strategies, FINRA, Wealth, ETFs, Alternative Investments, Uniform Combined State..., IRAs, Small Business, Bonds, Investment Management, Financial Planners, High Net Worth..., Fixed Annuities, 401k Rollovers, Fixed-Income Strategies, Series 63, Series 7, Series 65, 401k, Series 24, Financial Planning
Education
Auburn University 1992 — 1995
Bachelor of Science (B.S.), Economics
Algonquin Regional High School 1988 — 1992
William Chmelar's A.G. Edwards & Sons, Inc. Experience March 2005 - October 2006
Job MBA Student at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2015 - Present
Macquarie Infrastructure and Real Assets May 2012 - August 2015
Yale University August 2009 - May 2012
Macquarie Group June 2011 - August 2011
Morgan Stanley October 2006 - December 2007
A.G. Edwards & Sons, Inc. March 2005 - October 2006
Skills
Financial Modeling, Corporate Finance, Private Equity, Finance, Valuation, Investment Banking
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2009 — 2012
B.A., History
Peking University 2011 — 2011
Yale-PKU Joint Program
Beijing Normal University 2010 — 2010
Second-Year Mandarin Chinese
Columbia University in the City of New York 2008 — 2009
The Wharton School August 2015 - Present
Macquarie Infrastructure and Real Assets May 2012 - August 2015
Yale University August 2009 - May 2012
Macquarie Group June 2011 - August 2011
Morgan Stanley October 2006 - December 2007
A.G. Edwards & Sons, Inc. March 2005 - October 2006
Skills
Financial Modeling, Corporate Finance, Private Equity, Finance, Valuation, Investment Banking
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2009 — 2012
B.A., History
Peking University 2011 — 2011
Yale-PKU Joint Program
Beijing Normal University 2010 — 2010
Second-Year Mandarin Chinese
Columbia University in the City of New York 2008 — 2009
Missy (Melissa) Lukey's A.G. Edwards & Sons, Inc. Experience 2000 - 2004
Job Inside Sales at Extreme Engineering Solutions
Industry Nonprofit Organization Management
Experience
Extreme Engineering Solutions September 2012 - Present
RMT 2012 - 2012
Corte Bella Golf Club February 2011 - December 2011
the upscale Golf Shop February 2011 - December 2011
Heartland Community Church February 2007 - October 2008
Heartland Community Church February 2007 - October 2008
A.G. Edwards & Sons, Inc. 2000 - 2004
Skills
Leadership, Team Building, Sales, Customer Service, Retail, Time Management, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Research, Event Planning, Budgets, Outlook, Nonprofits, Fundraising
Education
Butler University 2002 — 2006
Bachelor of Science, Marketing; Sales; Marketing
Butler University
Extreme Engineering Solutions September 2012 - Present
RMT 2012 - 2012
Corte Bella Golf Club February 2011 - December 2011
the upscale Golf Shop February 2011 - December 2011
Heartland Community Church February 2007 - October 2008
Heartland Community Church February 2007 - October 2008
A.G. Edwards & Sons, Inc. 2000 - 2004
Skills
Leadership, Team Building, Sales, Customer Service, Retail, Time Management, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Research, Event Planning, Budgets, Outlook, Nonprofits, Fundraising
Education
Butler University 2002 — 2006
Bachelor of Science, Marketing; Sales; Marketing
Butler University
Steve Urciuoli's A.G. Edwards & Sons, Inc. Experience July 1995 - April 2006
Job Founder and CEO at e2e Partners
Industry Internet
Experience
WellCare July 2013 - Present
Ciber July 2013 - Present
Faxo Inc. April 2006 - Present
Surefire Security Corporation December 2004 - Present
e2e Partners, Inc. December 1999 - Present
AT&T February 2013 - September 2013
Accenture February 2013 - September 2013
Webvanta Inc. February 2013 - May 2013
A.G. Edwards & Sons, Inc. July 1995 - April 2006
Maritz October 2000 - April 2004
Skills
Ruby, Ruby on Rails, Agile Methodologies, Spring, Java Enterprise Edition, JUnit, Hibernate, Java, JBoss Application Server, SQL, MySQL, JavaScript, Distributed Systems, Unix, Scrum, Linux, Web Services, Architecture, Perl, Oracle, AJAX, Performance Tuning, Databases, Internet Security, jQuery, Scalability, Open Source, Amazon Web Services..., Consulting, C++, Spring Framework, High Availability, Cloud Computing, Internet Entrepreneur, Sun Certified Java..., Object Oriented Design, Continuous Integration, JMS, Postfix, Firewalls, RESTful architecture, BigTable, MapReduce, Microsoft Certified..., Hadoop, Node.js, AngularJS, MongoDB, Twitter Bootstrap, Ionic
Education
Boston University 1985 — 1989
BS, Electrical Engineering
Boston University 1985 — 1989
BA, Computer Science
WellCare July 2013 - Present
Ciber July 2013 - Present
Faxo Inc. April 2006 - Present
Surefire Security Corporation December 2004 - Present
e2e Partners, Inc. December 1999 - Present
AT&T February 2013 - September 2013
Accenture February 2013 - September 2013
Webvanta Inc. February 2013 - May 2013
A.G. Edwards & Sons, Inc. July 1995 - April 2006
Maritz October 2000 - April 2004
Skills
Ruby, Ruby on Rails, Agile Methodologies, Spring, Java Enterprise Edition, JUnit, Hibernate, Java, JBoss Application Server, SQL, MySQL, JavaScript, Distributed Systems, Unix, Scrum, Linux, Web Services, Architecture, Perl, Oracle, AJAX, Performance Tuning, Databases, Internet Security, jQuery, Scalability, Open Source, Amazon Web Services..., Consulting, C++, Spring Framework, High Availability, Cloud Computing, Internet Entrepreneur, Sun Certified Java..., Object Oriented Design, Continuous Integration, JMS, Postfix, Firewalls, RESTful architecture, BigTable, MapReduce, Microsoft Certified..., Hadoop, Node.js, AngularJS, MongoDB, Twitter Bootstrap, Ionic
Education
Boston University 1985 — 1989
BS, Electrical Engineering
Boston University 1985 — 1989
BA, Computer Science
Richard Marvin Richard Marvin's A.G. Edwards & Sons, Inc. Experience 2005 - 2007
Job Director at Public Financial Management, Inc. (PFM)
Industry Financial Services
Experience
Public Financial Management, Inc. (PFM) May 2014 - Present
M2 Financial Advisory Services October 2013 - May 2014
First Tryon Advisors November 2009 - September 2013
Wachovia, A Wells Fargo Company 2005 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2000 - 2005
Wells Fargo 1987 - 2000
Skills
Series 7, Bonds, Investment Banking, Financial Advisory, Derivatives, Financial Structuring, Financial Services, Securities, Finance, Capital Markets, Investments, Asset Management, Alternative Investments, Financial Modeling, Investment Management, Investment Advisory, Financial Analysis, Fixed Income
Education
American University 1971 — 1973
MPA, Urban Affairs
University of North Carolina at Chapel Hill 1968 — 1970
BA, Honors in Economics
Public Financial Management, Inc. (PFM) May 2014 - Present
M2 Financial Advisory Services October 2013 - May 2014
First Tryon Advisors November 2009 - September 2013
Wachovia, A Wells Fargo Company 2005 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2000 - 2005
Wells Fargo 1987 - 2000
Skills
Series 7, Bonds, Investment Banking, Financial Advisory, Derivatives, Financial Structuring, Financial Services, Securities, Finance, Capital Markets, Investments, Asset Management, Alternative Investments, Financial Modeling, Investment Management, Investment Advisory, Financial Analysis, Fixed Income
Education
American University 1971 — 1973
MPA, Urban Affairs
University of North Carolina at Chapel Hill 1968 — 1970
BA, Honors in Economics
Owen Edwards's A.G. Edwards & Sons, Inc. Experience April 1998 - January 2001
Job Investment Advisor at Edwards Investments
Industry Investment Management
Experience
Edwards Investments January 2001 - Present
A.G. Edwards & Sons, Inc. April 1998 - January 2001
Prudential Securities May 1996 - March 1998
Prudential Securities January 1995 - May 1996
Prudential Securities June 1994 - January 1995
Skills
Never lose money with..., Money, Retirement Planning, Investments, Wealth Management, Investment Strategies, Retirement, Estate Planning, Strategic Financial..., 401k, Asset Allocation, Mutual Funds, Fixed Annuities, Asset Managment, Investment Advisory, Equities, Asset Management, Series 7, Portfolio Management, Finance, Financial Services, Life Insurance, Wealth, Insurance, IRAs, Wealth Management..., Financial Advisory, Investment Management, ETFs, High Net Worth..., Financial Planning
Education
Boston University
Certificate in Financial Planning, Program for Financial Planning
Lakeland
Lakeland
Edwards Investments January 2001 - Present
A.G. Edwards & Sons, Inc. April 1998 - January 2001
Prudential Securities May 1996 - March 1998
Prudential Securities January 1995 - May 1996
Prudential Securities June 1994 - January 1995
Skills
Never lose money with..., Money, Retirement Planning, Investments, Wealth Management, Investment Strategies, Retirement, Estate Planning, Strategic Financial..., 401k, Asset Allocation, Mutual Funds, Fixed Annuities, Asset Managment, Investment Advisory, Equities, Asset Management, Series 7, Portfolio Management, Finance, Financial Services, Life Insurance, Wealth, Insurance, IRAs, Wealth Management..., Financial Advisory, Investment Management, ETFs, High Net Worth..., Financial Planning
Education
Boston University
Certificate in Financial Planning, Program for Financial Planning
Lakeland
Lakeland
Christopher Baugh's A.G. Edwards & Sons, Inc. Experience January 1999 - September 2005
Job Registered Principal Financial Planner at Raymond James Financial Services
Industry Financial Services
Experience
Baugh Financial, An Independent Firm. Raymond James Financial Services September 2005 - Present
A.G. Edwards & Sons, Inc. January 1999 - September 2005
Skills
Financial Planning, Investment Advisory, Estate Tax Planning, Investment Planning, Retirement Planning, Risk Management, Finance, Financial Planners, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Strategic Financial..., Leadership, Small Business, Mutual Funds, Financial Advisory
Education
Kaplan University 2015 — 2016
Certified Financial Planner, Financial Planning and Services
College for Financial Planning 2000 — 2001
Accredited Asset Management Specialist, Financial Planning
Arkansas State University 1995 — 1998
BS, Business Economics
Lyon College 1992 — 1994
Business Economics
Baugh Financial, An Independent Firm. Raymond James Financial Services September 2005 - Present
A.G. Edwards & Sons, Inc. January 1999 - September 2005
Skills
Financial Planning, Investment Advisory, Estate Tax Planning, Investment Planning, Retirement Planning, Risk Management, Finance, Financial Planners, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Strategic Financial..., Leadership, Small Business, Mutual Funds, Financial Advisory
Education
Kaplan University 2015 — 2016
Certified Financial Planner, Financial Planning and Services
College for Financial Planning 2000 — 2001
Accredited Asset Management Specialist, Financial Planning
Arkansas State University 1995 — 1998
BS, Business Economics
Lyon College 1992 — 1994
Business Economics
Randall Tarter's A.G. Edwards & Sons, Inc. Experience November 1998 - March 2002
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
TCU Investment Services & TCU Trust Services, located at Teachers Credit Union March 2003 - Present
City Securities Corporation March 2002 - March 2003
A.G. Edwards & Sons, Inc. November 1998 - March 2002
Bank One May 1997 - November 1998
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Income Planning, Financial Analysis, Asset Allocation, Investments, Investment Advisory, Series 7, Series 66, Uniform Combined State..., 401(k) Plans, 403(b) Plans, SEP IRA, Simple IRA, 401k Rollovers, Mutual Funds, Managed Money, Stocks, Bonds, Structured Investments, Life Insurance, Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Variable Annuities, 529 College Savings..., Company Retirement Plans, Pension Analysis, Comprehensive Planning, Pensions, Finance, 401k, IRAs, ETFs, Wealth Management..., Separately Managed..., Investment Strategies, Retirement Plan..., Retirement, Financial Planners, Investment Management, Financial Services
Education
Anderson University 2001 — 2003
Master of Business Administration, MBA
Indiana University 1995 — 2001
Bachelor of Science, Business Admin & Marketing, Minor in Economics
Warren Central 1990 — 1995
Graduate, Business
TCU Investment Services & TCU Trust Services, located at Teachers Credit Union March 2003 - Present
City Securities Corporation March 2002 - March 2003
A.G. Edwards & Sons, Inc. November 1998 - March 2002
Bank One May 1997 - November 1998
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Income Planning, Financial Analysis, Asset Allocation, Investments, Investment Advisory, Series 7, Series 66, Uniform Combined State..., 401(k) Plans, 403(b) Plans, SEP IRA, Simple IRA, 401k Rollovers, Mutual Funds, Managed Money, Stocks, Bonds, Structured Investments, Life Insurance, Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Variable Annuities, 529 College Savings..., Company Retirement Plans, Pension Analysis, Comprehensive Planning, Pensions, Finance, 401k, IRAs, ETFs, Wealth Management..., Separately Managed..., Investment Strategies, Retirement Plan..., Retirement, Financial Planners, Investment Management, Financial Services
Education
Anderson University 2001 — 2003
Master of Business Administration, MBA
Indiana University 1995 — 2001
Bachelor of Science, Business Admin & Marketing, Minor in Economics
Warren Central 1990 — 1995
Graduate, Business
Janaye Burt, CFA Janaye Burt, CFA's A.G. Edwards & Sons, Inc. Experience September 2007 - June 2008
Job Associate Portfolio Manager, BMO Private Bank
Industry Financial Services
Experience
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Maryan Jaross, AAMS® Maryan Jaross, AAMS®'s A.G. Edwards & Sons, Inc. Experience February 2003 - August 2004
Job Senior Wealth Manager at Gold Medal Waters, Inc.
Industry Financial Services
Experience
Gold Medal Waters, Inc. 2008 - Present
Rotary Club of Boulder 2011 - Present
CU Artist Series Advisory Board January 2012 - Present
Colorado Senior Advisors 2008 - December 2012
Louisville Cultural Council January 2006 - December 2011
Congregation Har HaShem 2008 - 2011
Boulder County Arts Alliance 2009 - 2010
Louisville Cultural Council 2005 - 2010
Marketing Communications Concepts 1990 - 2010
A.G. Edwards & Sons, Inc. February 2003 - August 2004
Skills
Strategic Financial..., Wealth Management, Retirement, Wealth, Investments, Financial Planning, Personal Finance, Social Security Planning, 401k, Financial Advisory, Finance, Estate Planning, Retirement Planning, Long-term Care, High Net Worth..., Asset Management, Residential Mortgages, Medicare, Insurance, Trusts, Asset Protection, Portfolio Management, Estate Tax Planning, Investment Advisory, Small Business, Loans, Employee Benefits, Mortgage Lending, Asset Managment, Project Planning, Disability Insurance, Financial Services, Planning, Fixed Annuities
Education
Skidmore College 1971 — 1975
Bachelor of Arts (B.A.), French Civilization
Barnard College 1974 — 1975
French, English, Art history, Music
Columbia Grammar & Preparatory 1967 — 1971
Bank Street School 1964 — 1967
Downtown Community School 1959 — 1964
Gold Medal Waters, Inc. 2008 - Present
Rotary Club of Boulder 2011 - Present
CU Artist Series Advisory Board January 2012 - Present
Colorado Senior Advisors 2008 - December 2012
Louisville Cultural Council January 2006 - December 2011
Congregation Har HaShem 2008 - 2011
Boulder County Arts Alliance 2009 - 2010
Louisville Cultural Council 2005 - 2010
Marketing Communications Concepts 1990 - 2010
A.G. Edwards & Sons, Inc. February 2003 - August 2004
Skills
Strategic Financial..., Wealth Management, Retirement, Wealth, Investments, Financial Planning, Personal Finance, Social Security Planning, 401k, Financial Advisory, Finance, Estate Planning, Retirement Planning, Long-term Care, High Net Worth..., Asset Management, Residential Mortgages, Medicare, Insurance, Trusts, Asset Protection, Portfolio Management, Estate Tax Planning, Investment Advisory, Small Business, Loans, Employee Benefits, Mortgage Lending, Asset Managment, Project Planning, Disability Insurance, Financial Services, Planning, Fixed Annuities
Education
Skidmore College 1971 — 1975
Bachelor of Arts (B.A.), French Civilization
Barnard College 1974 — 1975
French, English, Art history, Music
Columbia Grammar & Preparatory 1967 — 1971
Bank Street School 1964 — 1967
Downtown Community School 1959 — 1964
Nickolas J. Spiliotis, CFP®, CRPS Nickolas J. Spiliotis, CFP®, CRPS's A.G. Edwards & Sons, Inc. Experience June 2002 - June 2008
Job Financial Advisor at LPL Financial/NJS Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial / NJS Wealth Management, LLC August 2012 - Present
Babylon Town Chamber of Commerce January 2012 - Present
231 Business Network September 2007 - Present
Merrill Lynch June 2008 - August 2012
AHEPA Great South Bay Chapter 416 September 2008 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - June 2008
Smith Barney June 1994 - June 2002
John Hancock Financial Services June 1991 - June 1994
Skills
Personal Financial..., Private Wealth..., Retirement Plan..., Personal Retirement..., Business Succession..., Investments, Education Planning
Education
Berklee College of Music 1982 — 1986
Bachelor of Music, Music Production and Engineering, Jazz Composition and Arranging. Principle Instrument: Guitar
Babylon Junior-Senior High School 1976 — 1982
LPL Financial / NJS Wealth Management, LLC August 2012 - Present
Babylon Town Chamber of Commerce January 2012 - Present
231 Business Network September 2007 - Present
Merrill Lynch June 2008 - August 2012
AHEPA Great South Bay Chapter 416 September 2008 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - June 2008
Smith Barney June 1994 - June 2002
John Hancock Financial Services June 1991 - June 1994
Skills
Personal Financial..., Private Wealth..., Retirement Plan..., Personal Retirement..., Business Succession..., Investments, Education Planning
Education
Berklee College of Music 1982 — 1986
Bachelor of Music, Music Production and Engineering, Jazz Composition and Arranging. Principle Instrument: Guitar
Babylon Junior-Senior High School 1976 — 1982
Britt Brewer Britt Brewer's A.G. Edwards & Sons, Inc. Experience March 2004 - February 2007
Job Retirement Planner at State of Georgia
Industry Government Administration
Experience
Teacher's Retirement System of Georgia April 2007 - Present
A.G. Edwards & Sons, Inc. March 2004 - February 2007
Pactiv Corporation December 2002 - January 2004
U.S. Army September 1998 - September 2002
Education
Auburn University 1994 — 1998
B.S, Accounting
Teacher's Retirement System of Georgia April 2007 - Present
A.G. Edwards & Sons, Inc. March 2004 - February 2007
Pactiv Corporation December 2002 - January 2004
U.S. Army September 1998 - September 2002
Education
Auburn University 1994 — 1998
B.S, Accounting
Erin Fella Erin Fella's A.G. Edwards & Sons, Inc. Experience December 2005 - March 2007
Job Space Operations Officer at US Army
Industry Military
Experience
US Army December 2010 - Present
US Army August 2008 - December 2010
Nakuuruq Solutions, LLC June 2008 - August 2008
Acredo Technologies Inc. March 2007 - December 2007
A.G. Edwards & Sons, Inc. December 2005 - March 2007
US Air Force June 2004 - September 2005
US Air Force February 2001 - June 2004
US Air Force May 1997 - February 2001
Skills
Defense, Military, Government, Active TS/SCI Clearance, KML, Security Clearance, DoD, Information Assurance, Google Earth, Strategic Planning, Microsoft Excel, Program Management, Project Management, Web Development, Budgets, Public Speaking, Security, Command, Military Operations, Research, Information Security, Access Database, HTML scripting, Ada programming, MySQL, Intelligence Analysis, Security+, Operational Planning, Force Protection, Intelligence, Military Experience
Education
American Military University 2009 — 2014
Master of Science (M.S.), Space Studies, with Honors
Troy University 2002 — 2003
Bachelor of Science (B.S.), Computer Science, Summa Cum Laude
US Army December 2010 - Present
US Army August 2008 - December 2010
Nakuuruq Solutions, LLC June 2008 - August 2008
Acredo Technologies Inc. March 2007 - December 2007
A.G. Edwards & Sons, Inc. December 2005 - March 2007
US Air Force June 2004 - September 2005
US Air Force February 2001 - June 2004
US Air Force May 1997 - February 2001
Skills
Defense, Military, Government, Active TS/SCI Clearance, KML, Security Clearance, DoD, Information Assurance, Google Earth, Strategic Planning, Microsoft Excel, Program Management, Project Management, Web Development, Budgets, Public Speaking, Security, Command, Military Operations, Research, Information Security, Access Database, HTML scripting, Ada programming, MySQL, Intelligence Analysis, Security+, Operational Planning, Force Protection, Intelligence, Military Experience
Education
American Military University 2009 — 2014
Master of Science (M.S.), Space Studies, with Honors
Troy University 2002 — 2003
Bachelor of Science (B.S.), Computer Science, Summa Cum Laude
Ernie Panos Ernie Panos's A.G. Edwards & Sons, Inc. Experience July 1996 - December 1997
Job Chief Financial Officer at Citizens Energy Corporation
Industry Banking
Experience
Citizens Energy Corporation September 2010 - Present
Hercules Technology Growth Capital November 2009 - September 2010
HighPoint Capital July 2008 - January 2009
NewStar Financial, Inc. October 2006 - April 2008
Bariston Partners September 2002 - July 2006
Wachovia Securities / First Union Securities / Bowles Hollowell Conner & Co. December 1997 - August 2002
A.G. Edwards & Sons, Inc. July 1996 - December 1997
The Chicago Corporation/ABN AMRO 1995 - 1995
J.P. Morgan Securities 1992 - 1994
Skills
Private Equity, LBO, Valuation, Investment Banking, Financial Modeling, Leveraged Finance, Mergers, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Mezzanine, Investments, Equities, Financial Analysis, Financial Structuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
Babson College 1988 — 1992
MS, Finance, Economics, Investments
Citizens Energy Corporation September 2010 - Present
Hercules Technology Growth Capital November 2009 - September 2010
HighPoint Capital July 2008 - January 2009
NewStar Financial, Inc. October 2006 - April 2008
Bariston Partners September 2002 - July 2006
Wachovia Securities / First Union Securities / Bowles Hollowell Conner & Co. December 1997 - August 2002
A.G. Edwards & Sons, Inc. July 1996 - December 1997
The Chicago Corporation/ABN AMRO 1995 - 1995
J.P. Morgan Securities 1992 - 1994
Skills
Private Equity, LBO, Valuation, Investment Banking, Financial Modeling, Leveraged Finance, Mergers, Venture Capital, Corporate Finance, Due Diligence, Capital Markets, Mezzanine, Investments, Equities, Financial Analysis, Financial Structuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Accounting
Babson College 1988 — 1992
MS, Finance, Economics, Investments
Jeff Menning CFP ®'s A.G. Edwards & Sons, Inc. Experience April 1997 - August 1999
Job Sales Professional / Certified Financial Planner
Industry Financial Services
Experience
TD Ameritrade January 2011 - Present
Chase Investment Services March 2010 - December 2010
Fidelity Investments July 1999 - October 2008
A.G. Edwards & Sons, Inc. April 1997 - August 1999
Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis
Education
California Coast University
B.S., Management
TD Ameritrade January 2011 - Present
Chase Investment Services March 2010 - December 2010
Fidelity Investments July 1999 - October 2008
A.G. Edwards & Sons, Inc. April 1997 - August 1999
Skills
Series 63, Fixed Annuities, FINRA, Fixed Income, Wealth, Management, Sales, Life Insurance, Finance, Sales Management, High Net Worth..., Certified Financial..., Equities, Alternative Investments, Uniform Combined State..., 401k, Risk Management, Insurance, Series 6, Financial Analysis
Education
California Coast University
B.S., Management
Christina Schulz Christina Schulz's A.G. Edwards & Sons, Inc. Experience May 2005 - February 2007
Job Guest Relations
Industry Food & Beverages
Experience
Colorado Business Women-CBW 2010 - 2012
Behind the Moon, Inc. October 2008 - August 2010
BNI 2006 - 2009
Capital Investment Management May 2006 - April 2007
A.G. Edwards & Sons, Inc. May 2005 - February 2007
TIAA-CREF June 1994 - March 2002
Skills
Small Business, Public Speaking, Coaching, Marketing, Social Media Marketing, Marketing Strategy, Email Marketing, Social Networking, Social Media, Strategic Planning, Insurance, Management, Sales, Leadership, Event Management, Leadership Development, Entrepreneurship, Customer Service, Online Marketing, Marketing Communications, Time Management
Education
Appalachian State University 1989 — 1993
B.S.
Colorado Business Women-CBW 2010 - 2012
Behind the Moon, Inc. October 2008 - August 2010
BNI 2006 - 2009
Capital Investment Management May 2006 - April 2007
A.G. Edwards & Sons, Inc. May 2005 - February 2007
TIAA-CREF June 1994 - March 2002
Skills
Small Business, Public Speaking, Coaching, Marketing, Social Media Marketing, Marketing Strategy, Email Marketing, Social Networking, Social Media, Strategic Planning, Insurance, Management, Sales, Leadership, Event Management, Leadership Development, Entrepreneurship, Customer Service, Online Marketing, Marketing Communications, Time Management
Education
Appalachian State University 1989 — 1993
B.S.
Kwadwo Akwabi-Ameyaw Kwadwo Akwabi-Ameyaw's A.G. Edwards & Sons, Inc. Experience January 2007 - May 2007
Job MBA Candidate | Darden School of Business | University of Virginia
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - June 2015
UBS Investment Bank March 2013 - February 2015
UBS Investment Bank September 2010 - February 2013
UBS Investment Bank August 2009 - August 2010
Kamikatsu Board of Education August 2007 - August 2009
A.G. Edwards & Sons, Inc. January 2007 - May 2007
Skills
Securities Lending, Equilend, Loanet, Project Management, Process Improvement, DTC, Investment Banking, Settlement, Prime Brokerage, Equities, Derivatives, Operational and Process..., Trade Flows & Lifecycle..., Securities Clearance..., International Relations, Buy-ins, Japanese Language..., Securities Regulation, Equity Capital Markets, International Exchange, Team Leadership, Team Management, Risk Management, Foreign Exchange, Capital Markets, Financial Analysis, Management, Middle Office, Securities, Financial Modeling, Finance, Fixed Income, Microsoft Office
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Griffith University 2006 — 2007
International Relations and Affairs
California State University-Fresno 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations
UBS Investment Bank March 2015 - June 2015
UBS Investment Bank March 2013 - February 2015
UBS Investment Bank September 2010 - February 2013
UBS Investment Bank August 2009 - August 2010
Kamikatsu Board of Education August 2007 - August 2009
A.G. Edwards & Sons, Inc. January 2007 - May 2007
Skills
Securities Lending, Equilend, Loanet, Project Management, Process Improvement, DTC, Investment Banking, Settlement, Prime Brokerage, Equities, Derivatives, Operational and Process..., Trade Flows & Lifecycle..., Securities Clearance..., International Relations, Buy-ins, Japanese Language..., Securities Regulation, Equity Capital Markets, International Exchange, Team Leadership, Team Management, Risk Management, Foreign Exchange, Capital Markets, Financial Analysis, Management, Middle Office, Securities, Financial Modeling, Finance, Fixed Income, Microsoft Office
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Griffith University 2006 — 2007
International Relations and Affairs
California State University-Fresno 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations
Kevin Cohan Kevin Cohan's A.G. Edwards & Sons, Inc. Experience December 1992 - June 1996
Job Chief Information Officer Himagine Solutions
Industry Hospital & Health Care
Experience
himagine solutions December 2014 - Present
Express Scripts March 2009 - December 2014
Anheuser-Busch Companies, Inc. June 1996 - March 2009
BUSCH COMPANIES, INC January 1996 - March 2009
Anheuser Busch Companies, Inc. January 1996 - January 2001
A.G. Edwards & Sons, Inc. December 1992 - June 1996
AG EDWARDS AND SONS, INC January 1992 - January 1996
Skills
Customer Satisfaction, Business Case, Mobile Applications, Business Strategy, Executive Management, Project Execution, Business Planning, Web Development, Healthcare, Innovation, Team Leadership, Project Management, Business Analysis, Strategic Planning, Management Consulting, Budgets, Management, Leadership, ERP, Process Improvement, Change Management, Business Process, Strategy, Analysis, E-commerce, Process Engineering, Software Development, Cross-functional Team...
Education
Olin School of Business, Washington University 1992 — 1996
Master, Business Administration
Bradley University 1983 — 1987
Bachelor of Science, Business Information Systems
himagine solutions December 2014 - Present
Express Scripts March 2009 - December 2014
Anheuser-Busch Companies, Inc. June 1996 - March 2009
BUSCH COMPANIES, INC January 1996 - March 2009
Anheuser Busch Companies, Inc. January 1996 - January 2001
A.G. Edwards & Sons, Inc. December 1992 - June 1996
AG EDWARDS AND SONS, INC January 1992 - January 1996
Skills
Customer Satisfaction, Business Case, Mobile Applications, Business Strategy, Executive Management, Project Execution, Business Planning, Web Development, Healthcare, Innovation, Team Leadership, Project Management, Business Analysis, Strategic Planning, Management Consulting, Budgets, Management, Leadership, ERP, Process Improvement, Change Management, Business Process, Strategy, Analysis, E-commerce, Process Engineering, Software Development, Cross-functional Team...
Education
Olin School of Business, Washington University 1992 — 1996
Master, Business Administration
Bradley University 1983 — 1987
Bachelor of Science, Business Information Systems
Daniel O'Shea, CRPS® Daniel O'Shea, CRPS®'s A.G. Edwards & Sons, Inc. Experience 2007 - 2008
Job Regional Vice President Investment Only Division at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US May 2015 - Present
IBG Financial Partners, LLC March 2012 - May 2015
Morgan Stanley Smith Barney May 2009 - March 2012
UBS Wealth Management March 2008 - May 2009
A.G. Edwards & Sons, Inc. 2007 - 2008
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science
Columbia Threadneedle Investments, US May 2015 - Present
IBG Financial Partners, LLC March 2012 - May 2015
Morgan Stanley Smith Barney May 2009 - March 2012
UBS Wealth Management March 2008 - May 2009
A.G. Edwards & Sons, Inc. 2007 - 2008
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science
Brandon Vieyra Brandon Vieyra's A.G. Edwards & Sons, Inc. Experience 2005 - 2005
Job Finance Manager at VAVi Inc.
Industry Hospitality
Experience
VAVi Sport & Social Club November 2012 - Present
The Governor Hotel/The Avalon Hotel & Spa July 2011 - May 2012
Hilton Checkers Los Angeles November 2010 - June 2011
Se San Diego Hotel August 2009 - October 2010
Se San Diego Hotel May 2008 - August 2009
Marriott International May 2006 - April 2008
Wells Fargo Financial December 2005 - April 2006
A.G. Edwards & Sons, Inc. 2005 - 2005
Skills
Hotels, Hospitality Industry, Resorts, Hospitality, Banquets, Management, Luxury, Front Office
Education
University of California, Riverside 2003 — 2005
Bachelor of Science, Business Administration - Finance
CSUN 2001 — 2003
VAVi Sport & Social Club November 2012 - Present
The Governor Hotel/The Avalon Hotel & Spa July 2011 - May 2012
Hilton Checkers Los Angeles November 2010 - June 2011
Se San Diego Hotel August 2009 - October 2010
Se San Diego Hotel May 2008 - August 2009
Marriott International May 2006 - April 2008
Wells Fargo Financial December 2005 - April 2006
A.G. Edwards & Sons, Inc. 2005 - 2005
Skills
Hotels, Hospitality Industry, Resorts, Hospitality, Banquets, Management, Luxury, Front Office
Education
University of California, Riverside 2003 — 2005
Bachelor of Science, Business Administration - Finance
CSUN 2001 — 2003
Chris Bartell's A.G. Edwards & Sons, Inc. Experience June 2002 - August 2003
Job District Manager at ADP
Industry Banking
Experience
ADP March 2009 - Present
Wachovia, A Wells Fargo Company January 2008 - January 2009
Wachovia, A Wells Fargo Company August 2006 - December 2007
Wachovia, A Wells Fargo Company January 2006 - August 2006
Allpointe Mortgage September 2003 - January 2006
A.G. Edwards & Sons, Inc. June 2002 - August 2003
Skills
Leadership, Sales, Cold Calling, New Business Development, Business Process..., Sales Prospecting, Training, Sales Management, Human Resources, Sales Operations, Management, Mortgage Lending, Customer Retention, Selling, Team Leadership, Time Management, Leadership Development, Customer Service, Recruiting, Salesforce.com, Payroll, Account Management, Marketing, Banking, Small Business, Sales Presentations, Outsourcing, Team Building, Credit, Loans, ADP Payroll, Public Speaking, Business Development, CRM, Finance, Budgets, Direct Sales, Coaching, Employee Benefits, Sales Process, Presentations, Mortgage, Hiring, Customer Satisfaction, Real Estate, Business Strategy
Education
Allegheny College 2000 — 2003
Bachelor of Science in Economics, Spanish (minor)
Bishop Canevin High School 1996 — 1999
ADP March 2009 - Present
Wachovia, A Wells Fargo Company January 2008 - January 2009
Wachovia, A Wells Fargo Company August 2006 - December 2007
Wachovia, A Wells Fargo Company January 2006 - August 2006
Allpointe Mortgage September 2003 - January 2006
A.G. Edwards & Sons, Inc. June 2002 - August 2003
Skills
Leadership, Sales, Cold Calling, New Business Development, Business Process..., Sales Prospecting, Training, Sales Management, Human Resources, Sales Operations, Management, Mortgage Lending, Customer Retention, Selling, Team Leadership, Time Management, Leadership Development, Customer Service, Recruiting, Salesforce.com, Payroll, Account Management, Marketing, Banking, Small Business, Sales Presentations, Outsourcing, Team Building, Credit, Loans, ADP Payroll, Public Speaking, Business Development, CRM, Finance, Budgets, Direct Sales, Coaching, Employee Benefits, Sales Process, Presentations, Mortgage, Hiring, Customer Satisfaction, Real Estate, Business Strategy
Education
Allegheny College 2000 — 2003
Bachelor of Science in Economics, Spanish (minor)
Bishop Canevin High School 1996 — 1999
Rob Huish Rob Huish's A.G. Edwards & Sons, Inc. Experience February 1999 - July 2006
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation September 2009 - Present
Ameriprise Financial Services, Inc. July 2006 - September 2009
A.G. Edwards & Sons, Inc. February 1999 - July 2006
Wells Fargo Bank July 1994 - February 1999
Skills
Loans, Finance, Insurance, Financial Services, Banking, Life Insurance, Business Development, Management, Portfolio Management, Wealth Management, Series 7, Series 63, Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service
Education
Arizona State University - W. P. Carey School of Business 1992 — 1995
Management, Business, Computer Information Systems
Douglas High 1983 — 1986
First Financial Equity Corporation September 2009 - Present
Ameriprise Financial Services, Inc. July 2006 - September 2009
A.G. Edwards & Sons, Inc. February 1999 - July 2006
Wells Fargo Bank July 1994 - February 1999
Skills
Loans, Finance, Insurance, Financial Services, Banking, Life Insurance, Business Development, Management, Portfolio Management, Wealth Management, Series 7, Series 63, Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service
Education
Arizona State University - W. P. Carey School of Business 1992 — 1995
Management, Business, Computer Information Systems
Douglas High 1983 — 1986
Scott W. McKinney Scott W. McKinney's A.G. Edwards & Sons, Inc. Experience 2002 - 2004
Job
Industry Retail
Experience
Mattress Firm May 2015 - Present
DICK'S Sporting Goods March 2013 - April 2015
Barclays Capital September 2008 - 2013
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
TM Capital 2004 - 2006
A.G. Edwards & Sons, Inc. 2002 - 2004
PricewaterhouseCoopers 2000 - 2000
Skills
Investment Banking, Retail, Financial Modeling, Valuation, Corporate Finance, Strategy, Due Diligence, Consumer, Apparel, Restaurants, Accounting, Credit Analysis, Term Loan, Revolving Lines of..., Bonds, Convertible Bonds, High Yield Bonds, Equity Capital Markets, Project Management, Relationship Management, Financial Analysis, Private Equity, M&A experience, Equities, Leveraged Finance, Mergers & Acquisitions, Emerging Markets, Investor Relations, Equity Valuation, IPO, Capital Markets, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Boston University Questrom School of Business 1998 — 2002
BSBA
Park Center High School
Mattress Firm May 2015 - Present
DICK'S Sporting Goods March 2013 - April 2015
Barclays Capital September 2008 - 2013
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
TM Capital 2004 - 2006
A.G. Edwards & Sons, Inc. 2002 - 2004
PricewaterhouseCoopers 2000 - 2000
Skills
Investment Banking, Retail, Financial Modeling, Valuation, Corporate Finance, Strategy, Due Diligence, Consumer, Apparel, Restaurants, Accounting, Credit Analysis, Term Loan, Revolving Lines of..., Bonds, Convertible Bonds, High Yield Bonds, Equity Capital Markets, Project Management, Relationship Management, Financial Analysis, Private Equity, M&A experience, Equities, Leveraged Finance, Mergers & Acquisitions, Emerging Markets, Investor Relations, Equity Valuation, IPO, Capital Markets, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Boston University Questrom School of Business 1998 — 2002
BSBA
Park Center High School
Scott E. Moore's A.G. Edwards & Sons, Inc. Experience 1999 - 2003
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley November 2008 - Present
Merrill Lynch October 2003 - November 2008
A.G. Edwards & Sons, Inc. 1999 - 2003
Forethought Financial Services, Inc. 1990 - 1999
Education
Butler University 1984 — 1988
Bachelor of Science, Business Administration
Butler University - College of Business Administration 1984 — 1988
Bachelor of Science, Business Administration
Valparaiso High School 1981 — 1984
Morgan Stanley November 2008 - Present
Merrill Lynch October 2003 - November 2008
A.G. Edwards & Sons, Inc. 1999 - 2003
Forethought Financial Services, Inc. 1990 - 1999
Education
Butler University 1984 — 1988
Bachelor of Science, Business Administration
Butler University - College of Business Administration 1984 — 1988
Bachelor of Science, Business Administration
Valparaiso High School 1981 — 1984
Carol Gerrish Carol Gerrish's A.G. Edwards & Sons, Inc. Experience September 2000 - September 2003
Job Executive Assistant, Office of the CEO Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care March 2013 - Present
Fresenius Medical Care November 2009 - March 2013
MPM Capital August 2004 - May 2009
Oppenheimer & Co. September 2003 - August 2004
A.G. Edwards & Sons, Inc. September 2000 - September 2003
Gruntal & Co June 1998 - September 2000
Skills
PowerPoint, Lotus Notes, Outlook, Microsoft Word, Microsoft Excel, SAP, Microsoft Office, Administrative..., Office Management, Budget, Event Planning, Data Entry, Customer Service, Process Scheduler, Newsletters, Fundraising, Research, Recruiting
Education
Suffolk University 1999 — 2001
Master Of Science, Criminal Justice/Domestic Violence
Bridgewater State University 1994 — 1997
Bachelor of Science, Criminology/Sociology, Minor in Dance
Roger Williams University 1993 — 1994
-, Dance
Middle School
Fresenius Medical Care March 2013 - Present
Fresenius Medical Care November 2009 - March 2013
MPM Capital August 2004 - May 2009
Oppenheimer & Co. September 2003 - August 2004
A.G. Edwards & Sons, Inc. September 2000 - September 2003
Gruntal & Co June 1998 - September 2000
Skills
PowerPoint, Lotus Notes, Outlook, Microsoft Word, Microsoft Excel, SAP, Microsoft Office, Administrative..., Office Management, Budget, Event Planning, Data Entry, Customer Service, Process Scheduler, Newsletters, Fundraising, Research, Recruiting
Education
Suffolk University 1999 — 2001
Master Of Science, Criminal Justice/Domestic Violence
Bridgewater State University 1994 — 1997
Bachelor of Science, Criminology/Sociology, Minor in Dance
Roger Williams University 1993 — 1994
-, Dance
Middle School
Brian Vander Lugt, CFP® Brian Vander Lugt, CFP®'s A.G. Edwards & Sons, Inc. Experience May 2007 - October 2008
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. March 2010 - Present
Wells Fargo Advisors October 2008 - March 2010
A.G. Edwards & Sons, Inc. May 2007 - October 2008
Skills
401k Rollovers, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., Investments, Multi-generational..., Asset Allocation, Life Insurance, Education Funding, 529 Plans, Series 7, Uniform Combined State..., Series 63, Mutual Funds, 401k, Asset Management, Portfolio Management, Long-term Care, Equities, IRAs, ETFs, Financial Services, Fixed Income, Retirement, Fixed Annuities, Investment Strategies, Finance, Wealth Management, Financial Planning
Education
Bethel University 2002 — 2006
Bachelor of Arts (B.A.), Business - Finance/Marketing
Benjamin F. Edwards & Co. March 2010 - Present
Wells Fargo Advisors October 2008 - March 2010
A.G. Edwards & Sons, Inc. May 2007 - October 2008
Skills
401k Rollovers, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., Investments, Multi-generational..., Asset Allocation, Life Insurance, Education Funding, 529 Plans, Series 7, Uniform Combined State..., Series 63, Mutual Funds, 401k, Asset Management, Portfolio Management, Long-term Care, Equities, IRAs, ETFs, Financial Services, Fixed Income, Retirement, Fixed Annuities, Investment Strategies, Finance, Wealth Management, Financial Planning
Education
Bethel University 2002 — 2006
Bachelor of Arts (B.A.), Business - Finance/Marketing
Philip J. Sher, CFP®, CRC's A.G. Edwards & Sons, Inc. Experience 1986 - 1988
Job CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor, Managing Director, The Sher Wealth Management Group
Industry Financial Services
Experience
The Sher Wealth Management Group January 1998 - Present
Fidelity Capital - Devonshire Technologies January 1996 - December 1998
Thomson Financial August 1988 - December 1996
A.G. Edwards & Sons, Inc. 1986 - 1988
Burton Industries 1981 - 1985
Skills
Wealth Management..., Retirement Planning, Transition Planning, Investment Management, Estate Planning, Strategic Financial..., Mutual Funds, Equities, Alternative Investments, Series 7, Series 63, Fixed Income, Long-term Care, Financial Analysis
Education
Harvard University-University Extension 1982 — 1984
CSS, Administration and Management
Bentley University 1976 — 1980
Bachelor of Science (B.S.), Business
Continuing Professional Education
CERTIFIED FINANCIAL PLANNER™, CFP®, and Certified Retirement Counselor, CRC
Worcester Academy 1973 — 1976
High School Diploma
The Sher Wealth Management Group January 1998 - Present
Fidelity Capital - Devonshire Technologies January 1996 - December 1998
Thomson Financial August 1988 - December 1996
A.G. Edwards & Sons, Inc. 1986 - 1988
Burton Industries 1981 - 1985
Skills
Wealth Management..., Retirement Planning, Transition Planning, Investment Management, Estate Planning, Strategic Financial..., Mutual Funds, Equities, Alternative Investments, Series 7, Series 63, Fixed Income, Long-term Care, Financial Analysis
Education
Harvard University-University Extension 1982 — 1984
CSS, Administration and Management
Bentley University 1976 — 1980
Bachelor of Science (B.S.), Business
Continuing Professional Education
CERTIFIED FINANCIAL PLANNER™, CFP®, and Certified Retirement Counselor, CRC
Worcester Academy 1973 — 1976
High School Diploma
Marianna Sarkissova, AAMS®'s A.G. Edwards & Sons, Inc. Experience September 2003 - May 2008
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2008 - Present
A.G. Edwards & Sons, Inc. September 2003 - May 2008
Skills
Portfolio Management, Capital Markets, Equities, Banking, Investment Banking, Management, Private Banking, Research, Investments, Fixed Income, Life Insurance, Qualified Retirement..., Non-Qualified Deferred..., Alternative Investments, Structured Products, Financial Planning, Annuity
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Master of Public Administration (M.P.A.)
Waseda University 1997 — 1998
Japanese Studies Student - recipient of the Japanese Government Scholarship - Monbukagakusho, Japanese Language
Lomonosov Moscow State University (MSU) 1994 — 1996
Master of Arts (M.A.), Japanese Philology, Language and Literature
Niigata University 1993 — 1994
Japanese Studies Student - recipient of the Japanese Government Scholarship - Monbukagakusho, Japanese Philology, Sociology and Religion
Saint Petersburg State University 1990 — 1993
Japanese Philology, Language and Literature
Credit Suisse May 2008 - Present
A.G. Edwards & Sons, Inc. September 2003 - May 2008
Skills
Portfolio Management, Capital Markets, Equities, Banking, Investment Banking, Management, Private Banking, Research, Investments, Fixed Income, Life Insurance, Qualified Retirement..., Non-Qualified Deferred..., Alternative Investments, Structured Products, Financial Planning, Annuity
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Master of Public Administration (M.P.A.)
Waseda University 1997 — 1998
Japanese Studies Student - recipient of the Japanese Government Scholarship - Monbukagakusho, Japanese Language
Lomonosov Moscow State University (MSU) 1994 — 1996
Master of Arts (M.A.), Japanese Philology, Language and Literature
Niigata University 1993 — 1994
Japanese Studies Student - recipient of the Japanese Government Scholarship - Monbukagakusho, Japanese Philology, Sociology and Religion
Saint Petersburg State University 1990 — 1993
Japanese Philology, Language and Literature
Jeff Dunn's A.G. Edwards & Sons, Inc. Experience January 2004 - March 2006
Job CoFounder & CEO at Agile Labs
Industry Information Technology and Services
Experience
Agile Labs (US) April 2015 - Present
Holland Square Group November 2013 - February 2015
Earthlink Business 2011 - October 2013
Orthofix January 2008 - October 2011
Deltacom March 2006 - December 2007
A.G. Edwards & Sons, Inc. January 2004 - March 2006
Skills
Business Development, Networking, Account Management, Sales Operations, Start-ups, Solution Selling, Business Intelligence, Cross-functional Team..., VoIP, Cloud Computing, Cold Calling, Customer Service, Integration, Unified Communications, MPLS, Servers, WAN, Telephony, Selling, Sales Process, Hosted Services, Reliability, Managed Services, Sales, Career Counseling
Education
Auburn University at Montgomery 2000 — 2003
BS, Finance
Agile Labs (US) April 2015 - Present
Holland Square Group November 2013 - February 2015
Earthlink Business 2011 - October 2013
Orthofix January 2008 - October 2011
Deltacom March 2006 - December 2007
A.G. Edwards & Sons, Inc. January 2004 - March 2006
Skills
Business Development, Networking, Account Management, Sales Operations, Start-ups, Solution Selling, Business Intelligence, Cross-functional Team..., VoIP, Cloud Computing, Cold Calling, Customer Service, Integration, Unified Communications, MPLS, Servers, WAN, Telephony, Selling, Sales Process, Hosted Services, Reliability, Managed Services, Sales, Career Counseling
Education
Auburn University at Montgomery 2000 — 2003
BS, Finance
Anna Shpitsberg Anna Shpitsberg's A.G. Edwards & Sons, Inc. Experience September 2003 - September 2004
Job Global Power Sector Program Manager at U.S. Department of State
Industry Environmental Services
Experience
U.S. Department of State July 2012 - Present
U.S. Department of Energy August 2011 - February 2013
Nicholas Institute for Environmental Policy Solutions September 2009 - May 2010
Rocky Mountain Institute 2010 - 2010
Morgan Stanley July 2006 - July 2009
Deloitte June 2005 - September 2005
A.G. Edwards & Sons, Inc. September 2003 - September 2004
Viewpoint 2004 - 2004
Skills
Economics, Research, Project Management, Policy Analysis, Accounting, Renewable Energy, Energy, Financial Modeling, Data Analysis, Energy - Water Nexus, Environmental Policy, Analysis, Sustainability, Policy, Program Management, Strategy, Energy Policy, Climate Change, Management, Public Policy, Risk Management, International..., International Relations, Proposal Writing, Stata
Education
Duke University 2009 — 2011
MEM, Environmental Economics & Policy
Binghamton University - School of Management 2002 — 2006
BS, Concentration in Finance and International Mgmt
Massachusetts Institute of Technology
Short Courses, Eng. Radical Innovation
University of Nottingham
Study Abroad, Financial
U.S. Department of State July 2012 - Present
U.S. Department of Energy August 2011 - February 2013
Nicholas Institute for Environmental Policy Solutions September 2009 - May 2010
Rocky Mountain Institute 2010 - 2010
Morgan Stanley July 2006 - July 2009
Deloitte June 2005 - September 2005
A.G. Edwards & Sons, Inc. September 2003 - September 2004
Viewpoint 2004 - 2004
Skills
Economics, Research, Project Management, Policy Analysis, Accounting, Renewable Energy, Energy, Financial Modeling, Data Analysis, Energy - Water Nexus, Environmental Policy, Analysis, Sustainability, Policy, Program Management, Strategy, Energy Policy, Climate Change, Management, Public Policy, Risk Management, International..., International Relations, Proposal Writing, Stata
Education
Duke University 2009 — 2011
MEM, Environmental Economics & Policy
Binghamton University - School of Management 2002 — 2006
BS, Concentration in Finance and International Mgmt
Massachusetts Institute of Technology
Short Courses, Eng. Radical Innovation
University of Nottingham
Study Abroad, Financial
William Pier William Pier's A.G. Edwards & Sons, Inc. Experience January 1993 - October 2007
Job Financial Advisor at Resolute Family Wealth Managment
Industry Financial Services
Experience
Resolute Family Wealth Managment February 2015 - Present
UBS October 2007 - February 2015
A.G. Edwards & Sons, Inc. January 1993 - October 2007
Education
Allegheny College 1986 — 1987
Bachelor of Science (BS), Economics
Resolute Family Wealth Managment February 2015 - Present
UBS October 2007 - February 2015
A.G. Edwards & Sons, Inc. January 1993 - October 2007
Education
Allegheny College 1986 — 1987
Bachelor of Science (BS), Economics
S. Ryan Edwards S. Ryan Edwards's A.G. Edwards & Sons, Inc. Experience February 2002 - August 2007
Job Partner & Financial Advisor with Southeast Retirement Planners, Inc.
Industry Investment Management
Experience
Southeast Retirement Planners, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2002 - August 2007
Lenoir-Rhyne University January 2001 - February 2002
Appalachian State University January 1998 - January 2001
Lenoir-Rhyne University January 1997 - January 1998
Skills
Portfolio Management, Insurance, Strategic Planning, Qualified Retirement..., Accounting, Small Business, Public Speaking, Customer Service, Term Life Insurance, Budgets, Nonprofits, Trusts, Retirement, High Net Worth..., Financial Planners, Finance, Tax, Fixed Annuities, Series 63, Financial Planning, Financial Services, Team Building, Retirement Planning, Wealth Management..., Variable Annuities, Retirement Plan..., Life Insurance, Disability Insurance
Education
Appalachian State University 1998 — 2000
Masters of Sports Management
Lenoir-Rhyne College 1993 — 1997
Bachelor, Accounting
Southeast Retirement Planners, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2002 - August 2007
Lenoir-Rhyne University January 2001 - February 2002
Appalachian State University January 1998 - January 2001
Lenoir-Rhyne University January 1997 - January 1998
Skills
Portfolio Management, Insurance, Strategic Planning, Qualified Retirement..., Accounting, Small Business, Public Speaking, Customer Service, Term Life Insurance, Budgets, Nonprofits, Trusts, Retirement, High Net Worth..., Financial Planners, Finance, Tax, Fixed Annuities, Series 63, Financial Planning, Financial Services, Team Building, Retirement Planning, Wealth Management..., Variable Annuities, Retirement Plan..., Life Insurance, Disability Insurance
Education
Appalachian State University 1998 — 2000
Masters of Sports Management
Lenoir-Rhyne College 1993 — 1997
Bachelor, Accounting
Michael Bless,CFP® Michael Bless,CFP®'s A.G. Edwards & Sons, Inc. Experience 1995 - 2008
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
A.G. Edwards & Sons, Inc. 1995 - 2008
Rauscher Pierce Refsnes, Inc 1985 - 1995
American Heart Association 1982 - 1984
American Heart Assoc. Pa. Affiliate 1977 - 1982
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Investment Strategies, Wealth Management, Securities, Financial Advisory, Investment Advisory, Retirement Income..., Mutual Funds, Asset Allocation, Strategic Financial..., Financial Risk..., Family Legacy Planning, Estate Planning, Financial Services, Management, Public Speaking
Education
Pennsylvania State University 1973 — 1976
B.S.S., Social Sciences, Statistics
American University 1972 — 1973
Business Administration and Management, General
Carlisle High School 1967 — 1971
Wells Fargo Advisors 2009 - Present
A.G. Edwards & Sons, Inc. 1995 - 2008
Rauscher Pierce Refsnes, Inc 1985 - 1995
American Heart Association 1982 - 1984
American Heart Assoc. Pa. Affiliate 1977 - 1982
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Investment Strategies, Wealth Management, Securities, Financial Advisory, Investment Advisory, Retirement Income..., Mutual Funds, Asset Allocation, Strategic Financial..., Financial Risk..., Family Legacy Planning, Estate Planning, Financial Services, Management, Public Speaking
Education
Pennsylvania State University 1973 — 1976
B.S.S., Social Sciences, Statistics
American University 1972 — 1973
Business Administration and Management, General
Carlisle High School 1967 — 1971
Carlie Clayton Carlie Clayton's A.G. Edwards & Sons, Inc. Experience 2006 - 2007
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2007 - Present
A.G. Edwards & Sons, Inc. 2006 - 2007
Skills
Series 7, Customer Service, Marketing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement
Education
Austin Community College
Lee College
Ameriprise Financial Services, Inc. December 2007 - Present
A.G. Edwards & Sons, Inc. 2006 - 2007
Skills
Series 7, Customer Service, Marketing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement
Education
Austin Community College
Lee College
Matthew Brochu's A.G. Edwards & Sons, Inc. Experience June 2007 - November 2007
Job Investment Banking at Cowen and Company
Industry Financial Services
Experience
TJX February 2014 - Present
Cowen and Company February 2011 - June 2013
Benning Associates LLC August 2009 - February 2011
Covington Associates November 2007 - January 2009
A.G. Edwards & Sons, Inc. June 2007 - November 2007
Fidelity Investments May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Investors Capital Corporation May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Mutual Funds, Finance, Capital Raising, Capital Markets, Due Diligence, Private Equity
Education
Babson College 2003 — 2007
BBA, Finance
TJX February 2014 - Present
Cowen and Company February 2011 - June 2013
Benning Associates LLC August 2009 - February 2011
Covington Associates November 2007 - January 2009
A.G. Edwards & Sons, Inc. June 2007 - November 2007
Fidelity Investments May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Investors Capital Corporation May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Mutual Funds, Finance, Capital Raising, Capital Markets, Due Diligence, Private Equity
Education
Babson College 2003 — 2007
BBA, Finance
Karen Floyd Karen Floyd's A.G. Edwards & Sons, Inc. Experience March 1995 - May 2000
Job
Industry Financial Services
Experience
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eric Crawley Eric Crawley's A.G. Edwards & Sons, Inc. Experience August 2004 - June 2007
Job AVP and Asset Allocation Strategist at LPL Financial
Industry Investment Management
Experience
LPL Financial March 2010 - Present
Boy Scouts of America August 2007 - March 2010
Babson College Fund April 2008 - April 2009
A.G. Edwards & Sons, Inc. August 2004 - June 2007
A.G. Edwards & Sons, Inc. June 2003 - August 2004
Skills
Portfolio Management, Equity Research, Asset Allocation, Risk Management, Financial Analysis, Mutual Funds, Analysis, Strategy, Alternative Investments, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master of Business Administration, Investment Management
Lake Forest College 1999 — 2003
BA, English, Spanish, Business
Thayer Academy 1995 — 1999
LPL Financial March 2010 - Present
Boy Scouts of America August 2007 - March 2010
Babson College Fund April 2008 - April 2009
A.G. Edwards & Sons, Inc. August 2004 - June 2007
A.G. Edwards & Sons, Inc. June 2003 - August 2004
Skills
Portfolio Management, Equity Research, Asset Allocation, Risk Management, Financial Analysis, Mutual Funds, Analysis, Strategy, Alternative Investments, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master of Business Administration, Investment Management
Lake Forest College 1999 — 2003
BA, English, Spanish, Business
Thayer Academy 1995 — 1999
Noah Burns's A.G. Edwards & Sons, Inc. Experience June 2007 - December 2007
Job Marketing and Operations Intern at Woo Media
Industry Internet
Experience
Woo Media Server and BusboyVista Grande RestaurantMarch 2007 - January 2008
A.G. Edwards & Sons, Inc. June 2007 - December 2007
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S., Business Administration
Woo Media Server and BusboyVista Grande RestaurantMarch 2007 - January 2008
A.G. Edwards & Sons, Inc. June 2007 - December 2007
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S., Business Administration
Pamela Shoemake Pamela Shoemake's A.G. Edwards & Sons, Inc. Experience April 2004 - November 2006
Job Office Manager at StressCon Industries, Inc.
Industry Construction
Experience
Alessandra Bridal August 2010 - June 2011
Stress-Con Industries, Inc. April 2007 - August 2010
All-Star Karate Academy June 2003 - January 2010
A.G. Edwards & Sons, Inc. April 2004 - November 2006
George P Johnson June 1996 - August 2004
George P. Johnson Company 1996 - 2004
Skills
Budgets, Martial Arts
Education
Baker College Business and Corporate Services
Accounting/Business Management
Lincoln High School
Alessandra Bridal August 2010 - June 2011
Stress-Con Industries, Inc. April 2007 - August 2010
All-Star Karate Academy June 2003 - January 2010
A.G. Edwards & Sons, Inc. April 2004 - November 2006
George P Johnson June 1996 - August 2004
George P. Johnson Company 1996 - 2004
Skills
Budgets, Martial Arts
Education
Baker College Business and Corporate Services
Accounting/Business Management
Lincoln High School
Katie Goin Katie Goin's A.G. Edwards & Sons, Inc. Experience May 2006 - June 2007
Job Talent Development Specialist at Enterprise Holdings
Industry E-Learning
Experience
Enterprise Holdings 2013 - Present
Protective Life November 2011 - May 2012
Edward Jones October 2009 - 2011
Edward Jones July 2007 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - June 2007
K's Merchandise January 2005 - May 2006
Hertz July 2004 - January 2005
Skills
Training, Account Management, Customer Service, Employee Benefits, Leadership, Coaching, Employee Training, Training Delivery
Education
Fontbonne University 2008 — 2010
MBA, Business Administration and Management, General
California State University-Chico 1998 — 2003
Bachelor of Arts (B.A.), Organizational Communication, General
Enterprise Holdings 2013 - Present
Protective Life November 2011 - May 2012
Edward Jones October 2009 - 2011
Edward Jones July 2007 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - June 2007
K's Merchandise January 2005 - May 2006
Hertz July 2004 - January 2005
Skills
Training, Account Management, Customer Service, Employee Benefits, Leadership, Coaching, Employee Training, Training Delivery
Education
Fontbonne University 2008 — 2010
MBA, Business Administration and Management, General
California State University-Chico 1998 — 2003
Bachelor of Arts (B.A.), Organizational Communication, General
Bert Arrowood Bert Arrowood's A.G. Edwards & Sons, Inc. Experience December 1999 - May 2007
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services May 2007 - Present
A.G. Edwards & Sons, Inc. December 1999 - May 2007
J.C Bradford & Company January 1996 - December 1999
Education
Bob Jones University 1994 — 1998
Financial Management
College for Financial Planning
CFP®
UBS Financial Services May 2007 - Present
A.G. Edwards & Sons, Inc. December 1999 - May 2007
J.C Bradford & Company January 1996 - December 1999
Education
Bob Jones University 1994 — 1998
Financial Management
College for Financial Planning
CFP®
Sandra Hood Sandra Hood's A.G. Edwards & Sons, Inc. Experience July 2005 - April 2007
Job Senior Technical Writer at Scottrade
Industry Financial Services
Experience
Scottrade June 2011 - Present
Enterprise Holdings, Inc. May 2007 - May 2011
A.G. Edwards & Sons, Inc. July 2005 - April 2007
A.G. Edwards & Sons, Inc. May 2002 - June 2005
A.G. Edwards & Sons, Inc. August 2001 - April 2002
A.G. Edwards & Sons, Inc. December 2000 - August 2001
Skills
Adobe Acrobat Pro 9,..., Adobe Fireworks MX (v...., Microsoft Office 2007..., CSS, HTML, JavaScript, ..., Microsoft SharePoint..., SharePoint, Microsoft Office, Software Documentation, User Manual Development, Technical Editing, End-user manuals, Interviewing Subject..., Quick Reference Guides, Screen Capture, Snag It, Quick Start Guides, FAQ, Testing, Quality Assurance, Adobe RoboHelp 10, Camtasia Studio, User Acceptance Testing, HP Quality Center 11, Analysis, Databases, Time Management, SDLC, Adobe Acrobat, Visio, Training, Leadership, Technical Writing, Customer Satisfaction, Technical Support, Technical Documentation, Requirements Gathering, Content Management, Access, Process Improvement
Education
Lindenwood University 2008 — 2010
Master of Science (M.S.), Managing Information Technology
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Arts
Messiah College 1989 — 1990
Liberal Arts
Shamokin High School 1984 — 1989
Diploma
Scottrade June 2011 - Present
Enterprise Holdings, Inc. May 2007 - May 2011
A.G. Edwards & Sons, Inc. July 2005 - April 2007
A.G. Edwards & Sons, Inc. May 2002 - June 2005
A.G. Edwards & Sons, Inc. August 2001 - April 2002
A.G. Edwards & Sons, Inc. December 2000 - August 2001
Skills
Adobe Acrobat Pro 9,..., Adobe Fireworks MX (v...., Microsoft Office 2007..., CSS, HTML, JavaScript, ..., Microsoft SharePoint..., SharePoint, Microsoft Office, Software Documentation, User Manual Development, Technical Editing, End-user manuals, Interviewing Subject..., Quick Reference Guides, Screen Capture, Snag It, Quick Start Guides, FAQ, Testing, Quality Assurance, Adobe RoboHelp 10, Camtasia Studio, User Acceptance Testing, HP Quality Center 11, Analysis, Databases, Time Management, SDLC, Adobe Acrobat, Visio, Training, Leadership, Technical Writing, Customer Satisfaction, Technical Support, Technical Documentation, Requirements Gathering, Content Management, Access, Process Improvement
Education
Lindenwood University 2008 — 2010
Master of Science (M.S.), Managing Information Technology
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Arts
Messiah College 1989 — 1990
Liberal Arts
Shamokin High School 1984 — 1989
Diploma
Scott Rousseau, MBA Scott Rousseau, MBA's A.G. Edwards & Sons, Inc. Experience May 2002 - June 2005
Job President at Beyond The Shaker
Industry Management Consulting
Experience
Beyond The Shaker April 2012 - Present
Parish Equity Partners December 2010 - April 2012
Babson College September 2009 - May 2011
G2 Capital Advisors November 2010 - March 2011
Ocean Spray Cranberries September 2009 - May 2010
BlackRock June 2005 - January 2009
A.G. Edwards & Sons, Inc. May 2002 - June 2005
Skills
Entrepreneurship, Mergers, Equities, Due Diligence, Business Strategy, Valuation, Financial Analysis, Strategic Planning, Private Equity, Start-ups, Mergers & Acquisitions, Asset Management, Sales, Marketing, Market Research, Competitive Analysis, Finance, Strategy, Leadership, E-commerce
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Marketing and Entrepreneurship
Trinity College-Hartford 1995 — 1999
BA, English
Beyond The Shaker April 2012 - Present
Parish Equity Partners December 2010 - April 2012
Babson College September 2009 - May 2011
G2 Capital Advisors November 2010 - March 2011
Ocean Spray Cranberries September 2009 - May 2010
BlackRock June 2005 - January 2009
A.G. Edwards & Sons, Inc. May 2002 - June 2005
Skills
Entrepreneurship, Mergers, Equities, Due Diligence, Business Strategy, Valuation, Financial Analysis, Strategic Planning, Private Equity, Start-ups, Mergers & Acquisitions, Asset Management, Sales, Marketing, Market Research, Competitive Analysis, Finance, Strategy, Leadership, E-commerce
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Marketing and Entrepreneurship
Trinity College-Hartford 1995 — 1999
BA, English
Timothy Podell's A.G. Edwards & Sons, Inc. Experience October 1995 - April 2007
Job Vice President Investments
Industry Investment Management
Experience
Wedbush Securities May 2007 - Present
A.G. Edwards & Sons, Inc. October 1995 - April 2007
Skills
Professional Backgammon...
Education
Arizona State University 1983 — 1988
Political Science BS, Sociology BS
Wedbush Securities May 2007 - Present
A.G. Edwards & Sons, Inc. October 1995 - April 2007
Skills
Professional Backgammon...
Education
Arizona State University 1983 — 1988
Political Science BS, Sociology BS
Aaron Kingston Aaron Kingston's A.G. Edwards & Sons, Inc. Experience July 2001 - July 2003
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
UBS June 2009 - Present
Morgan Stanley August 2006 - June 2009
Merrill Lynch July 2003 - August 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2003
Education
Arizona State University 1998 — 2000
Bachelor of Science, Global Business/Finance
Allen Raducha's A.G. Edwards & Sons, Inc. Experience November 2005 - November 2007
Job First Vice President Investment Officer Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2007 - Present
A.G. Edwards & Sons, Inc. November 2005 - November 2007
Advest, Inc. November 1980 - November 2005
Advest, Inc. 1980 - 2005
Skills
Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Multi-generational..., Risk Management, Public Speaking, Team Building, Customer Service, Strategic Planning, Financial Analysis, Retirement Plan..., Wealth-preservation..., Stock Analysis, Concentrated Stock..., Investment Planning, Tax-Efficient Strategies, Estate Investment...
Education
Babson College 1977 — 1980
B.S., Marketing & Finance
Pulaski Senior High School 1966 — 1970
diploma, general
Wells Fargo Advisors November 2007 - Present
A.G. Edwards & Sons, Inc. November 2005 - November 2007
Advest, Inc. November 1980 - November 2005
Advest, Inc. 1980 - 2005
Skills
Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Multi-generational..., Risk Management, Public Speaking, Team Building, Customer Service, Strategic Planning, Financial Analysis, Retirement Plan..., Wealth-preservation..., Stock Analysis, Concentrated Stock..., Investment Planning, Tax-Efficient Strategies, Estate Investment...
Education
Babson College 1977 — 1980
B.S., Marketing & Finance
Pulaski Senior High School 1966 — 1970
diploma, general
Gregory Perez Gregory Perez's A.G. Edwards & Sons, Inc. Experience January 2008 - May 2008
Job Financial Associate at Federal Reserve Bank of New York
Industry Government Administration
Experience
Federal Reserve Bank of New York October 2011 - Present
New York City Housing Authority August 2009 - November 2011
LA UNIDAD LATINA ORGANIZATION October 2009 - October 2011
CITIGROUP - TREASURY DIVISION July 2008 - August 2009
A.G. Edwards & Sons, Inc. January 2008 - May 2008
UNITED STATES DEPARTMENT OF TREASURY May 2007 - August 2007
Skills
Variance Analysis, Annual Budgets, Budgeting, Reconciling, Budget Management, Budget Analysis, Data Analysis, Grant Management, Excel, Word, Outlook, Internet Explorer, PowerPoint, Financial Planning, Microsoft Word, Analysis, Budgets, Strategic Financial..., Forecasting, Microsoft Excel, Grants, Microsoft Office, Leadership, Finance, Financial Analysis, Customer Service, Financial Modeling
Education
City University of New York-Baruch College 2014 — 2015
Master of science, Computer and Information Systems Security/Information Assurance
Baruch College, City University of New York (CUNY) 2009 — 2010
MPA, Policy Analysis & Evaluation
State University of New York at Buffalo 2006 — 2008
MBA, Finance
State University of New York at Buffalo 2003 — 2006
BS, Finance
Federal Reserve Bank of New York October 2011 - Present
New York City Housing Authority August 2009 - November 2011
LA UNIDAD LATINA ORGANIZATION October 2009 - October 2011
CITIGROUP - TREASURY DIVISION July 2008 - August 2009
A.G. Edwards & Sons, Inc. January 2008 - May 2008
UNITED STATES DEPARTMENT OF TREASURY May 2007 - August 2007
Skills
Variance Analysis, Annual Budgets, Budgeting, Reconciling, Budget Management, Budget Analysis, Data Analysis, Grant Management, Excel, Word, Outlook, Internet Explorer, PowerPoint, Financial Planning, Microsoft Word, Analysis, Budgets, Strategic Financial..., Forecasting, Microsoft Excel, Grants, Microsoft Office, Leadership, Finance, Financial Analysis, Customer Service, Financial Modeling
Education
City University of New York-Baruch College 2014 — 2015
Master of science, Computer and Information Systems Security/Information Assurance
Baruch College, City University of New York (CUNY) 2009 — 2010
MPA, Policy Analysis & Evaluation
State University of New York at Buffalo 2006 — 2008
MBA, Finance
State University of New York at Buffalo 2003 — 2006
BS, Finance
Jeff Atlas Jeff Atlas's A.G. Edwards & Sons, Inc. Experience May 1999 - October 2008
Job Senior Vice President Investments at Raymond James, Managing Director
Industry Financial Services
Experience
Raymond James October 2008 - Present
A.G. Edwards & Sons, Inc. May 1999 - October 2008
Skills
Financial Advisory, Retirement, Investments, Securities, Tax, High Net Worth..., Financial Services, Portfolio Management, Series 7, Strategic Financial..., Financial Analysis, Strategy, Financial Risk, Project Planning, Tax Returns, CPA, Certified Financial..., Insurance
Education
Florida Atlantic University 1986 — 1991
BBA, Accounting and Finance
Broward College 1984 — 1985
AA, General Studies
Cooper City High School 1979 — 1983
General
Raymond James October 2008 - Present
A.G. Edwards & Sons, Inc. May 1999 - October 2008
Skills
Financial Advisory, Retirement, Investments, Securities, Tax, High Net Worth..., Financial Services, Portfolio Management, Series 7, Strategic Financial..., Financial Analysis, Strategy, Financial Risk, Project Planning, Tax Returns, CPA, Certified Financial..., Insurance
Education
Florida Atlantic University 1986 — 1991
BBA, Accounting and Finance
Broward College 1984 — 1985
AA, General Studies
Cooper City High School 1979 — 1983
General
Shannon Rosson Shannon Rosson's A.G. Edwards & Sons, Inc. Experience January 2004 - February 2005
Job Technical Writer II / Risk Analyst at Palmetto GBA
Industry Information Technology and Services
Experience
Palmetto GBA July 2010 - Present
BlueCross BlueShield of SC October 2007 - July 2010
SunGard July 2005 - August 2007
Bank of America June 2006 - November 2006
A.G. Edwards & Sons, Inc. January 2004 - February 2005
SouthTrust Mortgage Corporation November 2001 - May 2003
New Horizons Computer Learning Centers 1997 - 2001
Skills
SharePoint, SnagIt, PowerPoint, Technical Writing, Software Documentation, Newsletters, Editing, Adobe Acrobat, Microsoft Word, Microsoft Excel, Windows, Microsoft Office, Visio, Data Analysis, Access, MS Project
Education
Auburn University 1990 — 1995
Engineering, Building Science
Palmetto GBA July 2010 - Present
BlueCross BlueShield of SC October 2007 - July 2010
SunGard July 2005 - August 2007
Bank of America June 2006 - November 2006
A.G. Edwards & Sons, Inc. January 2004 - February 2005
SouthTrust Mortgage Corporation November 2001 - May 2003
New Horizons Computer Learning Centers 1997 - 2001
Skills
SharePoint, SnagIt, PowerPoint, Technical Writing, Software Documentation, Newsletters, Editing, Adobe Acrobat, Microsoft Word, Microsoft Excel, Windows, Microsoft Office, Visio, Data Analysis, Access, MS Project
Education
Auburn University 1990 — 1995
Engineering, Building Science
Michael Tormey Michael Tormey's A.G. Edwards & Sons, Inc. Experience June 1989 - March 1996
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones August 2010 - Present
Raymond James & Associates, Inc. March 1996 - August 2010
A.G. Edwards & Sons, Inc. June 1989 - March 1996
Education
Loyola University Maryland 1985 — 1989
BA, history, finance, economics
Kansai University of International Studies 1987 — 1988
Japanese laguage, history
Edward Jones August 2010 - Present
Raymond James & Associates, Inc. March 1996 - August 2010
A.G. Edwards & Sons, Inc. June 1989 - March 1996
Education
Loyola University Maryland 1985 — 1989
BA, history, finance, economics
Kansai University of International Studies 1987 — 1988
Japanese laguage, history
Jason J. Hull, CFP® Jason J. Hull, CFP®'s A.G. Edwards & Sons, Inc. Experience May 1995 - December 2008
Job Hull Wealth Management at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Wells Fargo Advisors January 2009 - February 2014
A.G. Edwards & Sons, Inc. May 1995 - December 2008
Edward Jones August 1993 - April 1995
Skills
Series 7, Series 63, Wealth, Financial Advisory, Portfolio Management, Wealth Management, Asset Allocation, Retirement, Retirement Planning, Securities, Long-term Care, Asset Management, Investment Management, 401k Rollovers, Long Term Care, Life Insurance Planning, Certified Financial..., 529 Plans, Multi-Generational..., Investment Advisory
Education
The Ohio State University 2010 — 2010
ACFP Certification Education Program
Baldwin-Wallace College 1989 — 1993
BA - Business Administrative, Finance, Minor in Economics
Fremont Ross High School 1986 — 1989
UBS February 2014 - Present
Wells Fargo Advisors January 2009 - February 2014
A.G. Edwards & Sons, Inc. May 1995 - December 2008
Edward Jones August 1993 - April 1995
Skills
Series 7, Series 63, Wealth, Financial Advisory, Portfolio Management, Wealth Management, Asset Allocation, Retirement, Retirement Planning, Securities, Long-term Care, Asset Management, Investment Management, 401k Rollovers, Long Term Care, Life Insurance Planning, Certified Financial..., 529 Plans, Multi-Generational..., Investment Advisory
Education
The Ohio State University 2010 — 2010
ACFP Certification Education Program
Baldwin-Wallace College 1989 — 1993
BA - Business Administrative, Finance, Minor in Economics
Fremont Ross High School 1986 — 1989
Trevor K. Kern, AIF®, CBC, AAMS's A.G. Edwards & Sons, Inc. Experience November 2001 - April 2007
Job A fee for service advisor that provides financial planning and wealth preservation strategies
Industry Financial Services
Experience
Zeller Kern Private Wealth Management April 2007 - Present
A.G. Edwards & Sons, Inc. November 2001 - April 2007
Skills
Retirement Planning, Portfolio Management, 401k Plans, Cash Balance Plans, Business Exit Planning, Business Value Driver, Asset Protection, Estate Planning, Tax Planning, Wealth Management..., Wealth Management, Investments, Retirement, Series 63, Securities, 401k, Risk Management, Succession Planning, Strategic Financial..., IRAs, Strategic Planning, Series 7, Wealth, Finance, Financial Services, Investment Management
Education
California State University-Sacramento 1995 — 2001
MBA, BS, Finance
Zeller Kern Private Wealth Management April 2007 - Present
A.G. Edwards & Sons, Inc. November 2001 - April 2007
Skills
Retirement Planning, Portfolio Management, 401k Plans, Cash Balance Plans, Business Exit Planning, Business Value Driver, Asset Protection, Estate Planning, Tax Planning, Wealth Management..., Wealth Management, Investments, Retirement, Series 63, Securities, 401k, Risk Management, Succession Planning, Strategic Financial..., IRAs, Strategic Planning, Series 7, Wealth, Finance, Financial Services, Investment Management
Education
California State University-Sacramento 1995 — 2001
MBA, BS, Finance
Timothy Sedabres's A.G. Edwards & Sons, Inc. Experience May 2004 - August 2004
Job SVP, Director of Investor Relations at Banc of California
Industry Banking
Experience
Banc of California July 2014 - Present
Associated Bank July 2013 - July 2014
Associated Banc-Corp September 2011 - July 2013
Associated Banc-Corp May 2010 - September 2011
Associated Bank April 2009 - May 2010
National City Bank May 2006 - April 2009
A.G. Edwards & Sons, Inc. May 2004 - August 2004
Skills
Investor Relations, Strategic Planning, Financial Analysis, Project Management, Market Research, Competitive Intelligence, Corporate Development, Forecasting, Strategic Financial..., Competitive Analysis, Banking, Corporate Finance, Investments, Strategy, Treasury Management, Finance, Analysis, Capital Markets, Business Analysis, Managerial Finance, Financial Services, Investor Presentations
Education
Saint Louis University 2007 — 2010
M.B.A., Finance
Bradley University 2003 — 2006
B.S., Finance
Banc of California July 2014 - Present
Associated Bank July 2013 - July 2014
Associated Banc-Corp September 2011 - July 2013
Associated Banc-Corp May 2010 - September 2011
Associated Bank April 2009 - May 2010
National City Bank May 2006 - April 2009
A.G. Edwards & Sons, Inc. May 2004 - August 2004
Skills
Investor Relations, Strategic Planning, Financial Analysis, Project Management, Market Research, Competitive Intelligence, Corporate Development, Forecasting, Strategic Financial..., Competitive Analysis, Banking, Corporate Finance, Investments, Strategy, Treasury Management, Finance, Analysis, Capital Markets, Business Analysis, Managerial Finance, Financial Services, Investor Presentations
Education
Saint Louis University 2007 — 2010
M.B.A., Finance
Bradley University 2003 — 2006
B.S., Finance
Jorge Jeri's A.G. Edwards & Sons, Inc. Experience May 1995 - December 1996
Job International Sales Manager at Delkor Systems, Inc.
Industry International Trade and Development
Experience
PIAB January 2011 - 2014
Piab USA, Inc. January 2006 - January 2011
PIAB January 1997 - January 2006
A.G. EDWARDS & SONS, INC. May 1995 - December 1996
EQUAL EXCHANGE 1993 - 1995
Skills
Product Management, Sales Management, Product Development, New Business Development, Business Strategy, Account Management, Strategic Planning, Negotiation, Strategy, Team Building, Process Improvement, Project Management, Contract Negotiation, Sales Operations, CRM, Sales, Business Development
Education
Pedro Ruiz Gallo
Pedro Ruiz Gallo
Pedro Ruiz Gallo
Boston University - School of Management 2005 — 2006
MBA
Johnson & Wales University 1993 — 1996
International Business, Business
PIAB January 2011 - 2014
Piab USA, Inc. January 2006 - January 2011
PIAB January 1997 - January 2006
A.G. EDWARDS & SONS, INC. May 1995 - December 1996
EQUAL EXCHANGE 1993 - 1995
Skills
Product Management, Sales Management, Product Development, New Business Development, Business Strategy, Account Management, Strategic Planning, Negotiation, Strategy, Team Building, Process Improvement, Project Management, Contract Negotiation, Sales Operations, CRM, Sales, Business Development
Education
Pedro Ruiz Gallo
Pedro Ruiz Gallo
Pedro Ruiz Gallo
Boston University - School of Management 2005 — 2006
MBA
Johnson & Wales University 1993 — 1996
International Business, Business
Laurence Landrigan's A.G. Edwards & Sons, Inc. Experience 1998 - 2002
Job Book Editor, Business Consultant
Industry Management Consulting
Experience
Landrigan Book Publishing Services June 2011 - Present
Quarry Hill Partners LLC 2006 - 2014
A.G. Edwards & Sons, Inc. 1998 - 2002
Computervision Corporation (formerly Prime Computer, Inc.) 1992 - 1995
DR Holdings Inc. of Delaware 1992 - 1994
Drexel Burnham Lambert Inc. 1984 - 1988
E.F. Hutton & Co. Inc. 1980 - 1984
Citizens Bank September 1977 - August 1978
Arthur Andersen & Co. August 1975 - March 1977
Skills
Valuation, Capital Markets, Strategy, Investment Banking, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Mutual Funds, Private Placements, Hedge Funds, Corporate Development, Investments, M&A experience, Alternative Investments, IPO, Mergers, Equities, Due Diligence, LBO, Leveraged Finance, Restructuring, Emerging Markets, Investor Relations, Financial Structuring, Business Valuation, Investment Management, Asset Management, Structured Finance, Financial Modeling, Capital, Equity Research, Joint Ventures
Education
Harvard Business School 1978 — 1980
MBA
Boston College 1970 — 1974
BA, magna cum laude, Economics, Accounting
Boston Latin School (Founded 1635) 1964 — 1970
High School
Landrigan Book Publishing Services June 2011 - Present
Quarry Hill Partners LLC 2006 - 2014
A.G. Edwards & Sons, Inc. 1998 - 2002
Computervision Corporation (formerly Prime Computer, Inc.) 1992 - 1995
DR Holdings Inc. of Delaware 1992 - 1994
Drexel Burnham Lambert Inc. 1984 - 1988
E.F. Hutton & Co. Inc. 1980 - 1984
Citizens Bank September 1977 - August 1978
Arthur Andersen & Co. August 1975 - March 1977
Skills
Valuation, Capital Markets, Strategy, Investment Banking, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Mutual Funds, Private Placements, Hedge Funds, Corporate Development, Investments, M&A experience, Alternative Investments, IPO, Mergers, Equities, Due Diligence, LBO, Leveraged Finance, Restructuring, Emerging Markets, Investor Relations, Financial Structuring, Business Valuation, Investment Management, Asset Management, Structured Finance, Financial Modeling, Capital, Equity Research, Joint Ventures
Education
Harvard Business School 1978 — 1980
MBA
Boston College 1970 — 1974
BA, magna cum laude, Economics, Accounting
Boston Latin School (Founded 1635) 1964 — 1970
High School
John Healy's A.G. Edwards & Sons, Inc. Experience 1997 - 2000
Job Managing Director, Head of Operations CIB at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
Naudina Punch's A.G. Edwards & Sons, Inc. Experience October 2006 - September 2007
Job Sr. Test Engineer at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance January 2014 - Present
Liberty Mutual Group August 2011 - Present
Liberty Mutual Insurance November 2007 - Present
Liberty Mutual Insurance November 2007 - Present
A.G. Edwards & Sons, Inc. October 2006 - September 2007
eBAS 2006 - 2006
Skills
Testing, Regression, Integration, Quality Assurance, SDLC, Manual Testing, Risk Based Testing, Estimating, Test Automation, User Acceptance Testing, Regression Testing, Quality Center, XML, Software Quality..., Analysis, Business Requirements, Waterfall, Requirements Gathering
Education
Knowledge Systems Institute 2003 — 2005
MSc, Computer Network
Andrews University 1996 — 2000
BSc, Behavioral Science/Business Management
Liberty Mutual Insurance January 2014 - Present
Liberty Mutual Group August 2011 - Present
Liberty Mutual Insurance November 2007 - Present
Liberty Mutual Insurance November 2007 - Present
A.G. Edwards & Sons, Inc. October 2006 - September 2007
eBAS 2006 - 2006
Skills
Testing, Regression, Integration, Quality Assurance, SDLC, Manual Testing, Risk Based Testing, Estimating, Test Automation, User Acceptance Testing, Regression Testing, Quality Center, XML, Software Quality..., Analysis, Business Requirements, Waterfall, Requirements Gathering
Education
Knowledge Systems Institute 2003 — 2005
MSc, Computer Network
Andrews University 1996 — 2000
BSc, Behavioral Science/Business Management
Smita Thakur's A.G. Edwards & Sons, Inc. Experience December 2000 - January 2002
Job Vice President (Private Bank Mortgage Operations MIS) at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan August 2015 - Present
Tata Interactive Systems April 2013 - March 2015
ACE Software Solutions April 2009 - April 2012
Human Kinetics January 2002 - January 2009
A.G. Edwards & Sons, Inc. December 2000 - January 2002
Skills
Software Project..., SQL, Business Analysis, SDLC, Vendor Management, Requirements Analysis, Program Management, Project Management, Team Management, Agile Methodologies
Education
Somaiya Institute of Management Studie 1997 — 1999
Master of Business Administration (MBA), Information Systems
K.J. Somaiya Institute Of Management Studies and Research
MBA (INFORMATION SYSTEMS)
J.P. Morgan August 2015 - Present
Tata Interactive Systems April 2013 - March 2015
ACE Software Solutions April 2009 - April 2012
Human Kinetics January 2002 - January 2009
A.G. Edwards & Sons, Inc. December 2000 - January 2002
Skills
Software Project..., SQL, Business Analysis, SDLC, Vendor Management, Requirements Analysis, Program Management, Project Management, Team Management, Agile Methodologies
Education
Somaiya Institute of Management Studie 1997 — 1999
Master of Business Administration (MBA), Information Systems
K.J. Somaiya Institute Of Management Studies and Research
MBA (INFORMATION SYSTEMS)
Nadia Goncalves's A.G. Edwards & Sons, Inc. Experience February 2004 - February 2005
Job Manager Investor Relations
Industry Financial Services
Experience
Moody's Corporation July 2015 - Present
Moody's Corporation May 2012 - July 2015
Moody's Corporation July 2011 - May 2012
Moody's Corporation August 2007 - July 2011
LG Electronics February 2005 - August 2007
A.G. Edwards & Sons, Inc. February 2004 - February 2005
Skills
Financial Reporting, Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Accounting, Strategic Financial..., Finance, Valuation, Investments, Portfolio Management, Risk Management, Due Diligence
Education
Boston University 2006 — 2009
Masters
Fairleigh Dickinson University – Madison 2000 — 2004
Bachelors
Moody's Corporation July 2015 - Present
Moody's Corporation May 2012 - July 2015
Moody's Corporation July 2011 - May 2012
Moody's Corporation August 2007 - July 2011
LG Electronics February 2005 - August 2007
A.G. Edwards & Sons, Inc. February 2004 - February 2005
Skills
Financial Reporting, Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Accounting, Strategic Financial..., Finance, Valuation, Investments, Portfolio Management, Risk Management, Due Diligence
Education
Boston University 2006 — 2009
Masters
Fairleigh Dickinson University – Madison 2000 — 2004
Bachelors
Megan Harper's A.G. Edwards & Sons, Inc. Experience May 2006 - April 2008
Job Master's of School Counseling Student
Industry Primary/Secondary Education
Experience
Holy Spirit Preparatory School November 2012 - December 2013
Wise Path LLC May 2008 - November 2012
Strategic Financial Partners April 2008 - May 2008
A.G. Edwards & Sons, Inc. May 2006 - April 2008
Auburn University August 2004 - May 2006
Skills
Time Management, Project Planning, Online Advertising, Event Planning, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Research, Microsoft Word, Microsoft Office, Event Management, Marketing, Management
Education
Middle Tennessee State University 2013 — 2015
Master's degree, School Counseling
Mercer University 2013 — 2013
Master's degree, School Counseling
Auburn University 2002 — 2006
Bachelor of Science, Psychology
Holy Spirit Preparatory School November 2012 - December 2013
Wise Path LLC May 2008 - November 2012
Strategic Financial Partners April 2008 - May 2008
A.G. Edwards & Sons, Inc. May 2006 - April 2008
Auburn University August 2004 - May 2006
Skills
Time Management, Project Planning, Online Advertising, Event Planning, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Research, Microsoft Word, Microsoft Office, Event Management, Marketing, Management
Education
Middle Tennessee State University 2013 — 2015
Master's degree, School Counseling
Mercer University 2013 — 2013
Master's degree, School Counseling
Auburn University 2002 — 2006
Bachelor of Science, Psychology
Byron Goodrich's A.G. Edwards & Sons, Inc. Experience October 2002 - April 2008
Job Marketing Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. October 2014 - Present
Wells Fargo Advisors, LLC September 2010 - March 2014
Wachovia Securities/Wells Fargo Advisors April 2008 - September 2010
A.G. Edwards & Sons, Inc. October 2002 - April 2008
Fleishman-Hillard August 2001 - May 2002
Skills
Marketing Communications, Marketing, Media Relations, Corporate Communications, Market Research, Strategy, Internal Communications, Strategic Planning, Marketing Strategy, Leadership, Strategic Communications, Public Speaking, Customer Service, Event Planning, Public Relations, Event Management, Press Releases
Education
Washington University in St. Louis 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1995 — 2001
B.A., Communications: Public Relations Emphasis
Benjamin F. Edwards & Co. October 2014 - Present
Wells Fargo Advisors, LLC September 2010 - March 2014
Wachovia Securities/Wells Fargo Advisors April 2008 - September 2010
A.G. Edwards & Sons, Inc. October 2002 - April 2008
Fleishman-Hillard August 2001 - May 2002
Skills
Marketing Communications, Marketing, Media Relations, Corporate Communications, Market Research, Strategy, Internal Communications, Strategic Planning, Marketing Strategy, Leadership, Strategic Communications, Public Speaking, Customer Service, Event Planning, Public Relations, Event Management, Press Releases
Education
Washington University in St. Louis 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1995 — 2001
B.A., Communications: Public Relations Emphasis
Erin Waite (Shand)'s A.G. Edwards & Sons, Inc. Experience August 2006 - August 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
A.G. Edwards & Sons, Inc. August 2006 - August 2007
US Trust Company August 2004 - August 2006
U.S. Trust Company 2004 - 2006
Bear Stearns June 2002 - August 2004
Bear Stearns 2002 - 2004
Credit Suisse First Boston May 2000 - April 2002
Credit Suisse First Boston 2000 - 2002
Education
Bentley University 1997 — 2001
Northwestern HS 1993 — 1997
A.G. Edwards & Sons, Inc. August 2006 - August 2007
US Trust Company August 2004 - August 2006
U.S. Trust Company 2004 - 2006
Bear Stearns June 2002 - August 2004
Bear Stearns 2002 - 2004
Credit Suisse First Boston May 2000 - April 2002
Credit Suisse First Boston 2000 - 2002
Education
Bentley University 1997 — 2001
Northwestern HS 1993 — 1997
Daniel Wityk's A.G. Edwards & Sons, Inc. Experience September 2005 - December 2005
Job Associate at Heidell Pittoni Murphy & Bach LLP
Industry Law Practice
Experience
Office of the Attorney General of the State of New York January 2013 - April 2013
Guadagnoli & Redding, P.C. May 2012 - August 2012
Guadagnoli & Redding, P.C. January 2012 - May 2012
United States District Court, District of New Jersey May 2011 - August 2011
Covington & Burling June 2009 - June 2010
National Center for Policy Analysis June 2008 - June 2009
Kramer Levin Naftalis & Frankel LLP 2006 - 2008
A.G. Edwards & Sons, Inc. September 2005 - December 2005
Economic Strategy Institute May 2005 - September 2005
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (J.D.), Law
Fordham University 2002 — 2006
Bachelors, Economics, International Political Economy, Global Business
Office of the Attorney General of the State of New York January 2013 - April 2013
Guadagnoli & Redding, P.C. May 2012 - August 2012
Guadagnoli & Redding, P.C. January 2012 - May 2012
United States District Court, District of New Jersey May 2011 - August 2011
Covington & Burling June 2009 - June 2010
National Center for Policy Analysis June 2008 - June 2009
Kramer Levin Naftalis & Frankel LLP 2006 - 2008
A.G. Edwards & Sons, Inc. September 2005 - December 2005
Economic Strategy Institute May 2005 - September 2005
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (J.D.), Law
Fordham University 2002 — 2006
Bachelors, Economics, International Political Economy, Global Business
Jon Blahnik's A.G. Edwards & Sons, Inc. Experience 1996 - 2002
Job President Blahnik Investment Group Inc. Accredited Wealth Management Advisor/ Branch Manager affiliate of Raymond James
Industry Financial Services
Experience
Securities offered through Raymond James Financial Services Inc, member FINRA/SIPC October 2002 - Present
A.G. Edwards & Sons, Inc. 1996 - 2002
Quad/Graphics, Inc. 1990 - 1996
Skills
Investments, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Securities, Retirement, Estate Planning, Strategic Financial..., Finance, Insurance, Strategic Planning
Education
University of Wisconsin-Oshkosh 1986 — 1990
BBA, Business
Ealing College - London 1988 — 1988
Bradley University 1985 — 1986
Securities offered through Raymond James Financial Services Inc, member FINRA/SIPC October 2002 - Present
A.G. Edwards & Sons, Inc. 1996 - 2002
Quad/Graphics, Inc. 1990 - 1996
Skills
Investments, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Securities, Retirement, Estate Planning, Strategic Financial..., Finance, Insurance, Strategic Planning
Education
University of Wisconsin-Oshkosh 1986 — 1990
BBA, Business
Ealing College - London 1988 — 1988
Bradley University 1985 — 1986
Bob Pier's A.G. Edwards & Sons, Inc. Experience August 1993 - March 2004
Job Owner/Managing Principal at FatStack LLC
Industry Financial Services
Experience
FatStack LLC July 2012 - Present
Morgan Stanley December 2010 - January 2013
Transamerica Financial Solutions July 2007 - October 2010
Theta Futures Group, LLC March 2004 - July 2007
A.G. Edwards & Sons, Inc. August 1993 - March 2004
NYMEX January 1984 - January 1994
Skills
Mutual Funds, Investments, Finance, Series 7, Retirement Planning, Series 63, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Investment Advisory, Securities, Strategic Financial..., Alternative Investments, Portfolio Management, Asset Management, Investment Strategies, 401k, Financial Advisory, IRAs, Equities
Education
Boston College 1980 — 1984
BS, Computer Science / Finance
FatStack LLC July 2012 - Present
Morgan Stanley December 2010 - January 2013
Transamerica Financial Solutions July 2007 - October 2010
Theta Futures Group, LLC March 2004 - July 2007
A.G. Edwards & Sons, Inc. August 1993 - March 2004
NYMEX January 1984 - January 1994
Skills
Mutual Funds, Investments, Finance, Series 7, Retirement Planning, Series 63, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Investment Advisory, Securities, Strategic Financial..., Alternative Investments, Portfolio Management, Asset Management, Investment Strategies, 401k, Financial Advisory, IRAs, Equities
Education
Boston College 1980 — 1984
BS, Computer Science / Finance
Eric Carucci's A.G. Edwards & Sons, Inc. Experience July 2004 - August 2004
Job Proprietor/Winemaker
Industry Wine and Spirits
Experience
Carucci Wines July 2009 - Present
US Bank June 2012 - Present
Citibank January 2011 - June 2012
SAIC February 2009 - May 2010
United Cerebral Palsy January 2004 - February 2009
A.G. Edwards & Sons, Inc. July 2004 - August 2004
Education
California State University San Marcos 2002 — 2006
Business Management and Marketing
Carucci Wines July 2009 - Present
US Bank June 2012 - Present
Citibank January 2011 - June 2012
SAIC February 2009 - May 2010
United Cerebral Palsy January 2004 - February 2009
A.G. Edwards & Sons, Inc. July 2004 - August 2004
Education
California State University San Marcos 2002 — 2006
Business Management and Marketing
Chris Peracchi's A.G. Edwards & Sons, Inc. Experience August 1996 - July 2006
Job Vice President, Finance & Investor Relations, & Treasurer
Industry Oil & Energy
Experience
EXCO Resources, Inc. September 2014 - Present
EXCO Resources, Inc. May 2013 - August 2014
Nabors Industries April 2012 - April 2013
Superior Well Services, Inc. March 2009 - April 2012
KeyBanc Capital Markets July 2006 - December 2007
A.G. Edwards & Sons, Inc. August 1996 - July 2006
Banque Paribas June 1995 - August 1995
Coopers & Lybrand May 1990 - August 1994
Skills
Finance, Investor Relations, Banking, Corporate Development, Energy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Private Equity, Investments, Strategy, Portfolio Management, Capital Markets, Forecasting, Business Strategy, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Babson College 1986 — 1990
B.S., Accounting
B.C. High School 1982 — 1986
EXCO Resources, Inc. September 2014 - Present
EXCO Resources, Inc. May 2013 - August 2014
Nabors Industries April 2012 - April 2013
Superior Well Services, Inc. March 2009 - April 2012
KeyBanc Capital Markets July 2006 - December 2007
A.G. Edwards & Sons, Inc. August 1996 - July 2006
Banque Paribas June 1995 - August 1995
Coopers & Lybrand May 1990 - August 1994
Skills
Finance, Investor Relations, Banking, Corporate Development, Energy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Private Equity, Investments, Strategy, Portfolio Management, Capital Markets, Forecasting, Business Strategy, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Babson College 1986 — 1990
B.S., Accounting
B.C. High School 1982 — 1986
Josh Stern's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job Director, Private Investments at the Robert Wood Johnson Foundation
Industry Investment Management
Experience
Robert Wood Johnson Foundation January 2012 - Present
Antarctica Capital June 2011 - January 2012
Rockefeller University March 2008 - April 2011
Standard & Poor's July 2002 - March 2008
A.G. Edwards & Sons, Inc. 2000 - 2002
Wachovia, A Wells Fargo Company 1999 - 2000
Standard & Poor's 1992 - 1999
Skills
Investments, Private Equity, Due Diligence, Fixed Income, Portfolio Management, Equities, Alternative Investments, Venture Capital, Capital Markets, Financial Modeling
Education
New York University 1994 — 1996
MS Management, Non Profit Management
Syracuse University - Maxwell School 1990 — 1991
MPA, Public Finance
Binghamton University 1986 — 1990
BA, History, Sociology
Bronx High School of Science 1982 — 1986
Robert Wood Johnson Foundation January 2012 - Present
Antarctica Capital June 2011 - January 2012
Rockefeller University March 2008 - April 2011
Standard & Poor's July 2002 - March 2008
A.G. Edwards & Sons, Inc. 2000 - 2002
Wachovia, A Wells Fargo Company 1999 - 2000
Standard & Poor's 1992 - 1999
Skills
Investments, Private Equity, Due Diligence, Fixed Income, Portfolio Management, Equities, Alternative Investments, Venture Capital, Capital Markets, Financial Modeling
Education
New York University 1994 — 1996
MS Management, Non Profit Management
Syracuse University - Maxwell School 1990 — 1991
MPA, Public Finance
Binghamton University 1986 — 1990
BA, History, Sociology
Bronx High School of Science 1982 — 1986
Laura Jantz's A.G. Edwards & Sons, Inc. Experience April 2002 - February 2004
Job Program Manager at St. Luke's
Industry Hospital & Health Care
Experience
St. Luke's Health System April 2011 - Present
St. Luke's Health System April 2011 - May 2013
iLevel by Weyerhaeuser July 2008 - January 2011
Weyerhaeuser November 2007 - January 2011
Weyerhaeuser July 2005 - 2011
Eide Bailly LLP January 2005 - June 2005
Women's Business Center June 2004 - October 2004
DJM Sales and Marketing February 2004 - October 2004
A.G. Edwards & Sons, Inc. April 2002 - February 2004
Boise State University January 2000 - January 2002
Skills
Process Improvement, Project Management, Product Management, Strategic Planning, Cross-functional Team..., Leadership, Team Building, Strategy, Management, Business Analysis, Analysis, Program Management, Budgets, Product Development, Business Strategy, Business Planning, Integration, Performance Management, Entrepreneurship, Marketing
Education
Boise State University 2000 — 2001
MBA, Business, Tax, Accounting
Boise State University 1985 — 1989
Bachelor of Science, Biology and Premedical Studies, Chemistry emphasis
St. Luke's Health System April 2011 - Present
St. Luke's Health System April 2011 - May 2013
iLevel by Weyerhaeuser July 2008 - January 2011
Weyerhaeuser November 2007 - January 2011
Weyerhaeuser July 2005 - 2011
Eide Bailly LLP January 2005 - June 2005
Women's Business Center June 2004 - October 2004
DJM Sales and Marketing February 2004 - October 2004
A.G. Edwards & Sons, Inc. April 2002 - February 2004
Boise State University January 2000 - January 2002
Skills
Process Improvement, Project Management, Product Management, Strategic Planning, Cross-functional Team..., Leadership, Team Building, Strategy, Management, Business Analysis, Analysis, Program Management, Budgets, Product Development, Business Strategy, Business Planning, Integration, Performance Management, Entrepreneurship, Marketing
Education
Boise State University 2000 — 2001
MBA, Business, Tax, Accounting
Boise State University 1985 — 1989
Bachelor of Science, Biology and Premedical Studies, Chemistry emphasis
Alan R. Olson's A.G. Edwards & Sons, Inc. Experience January 1992 - May 2000
Job President, Financial Planner at Olsinvest Financial
Industry Investment Management
Experience
Olsinvest Financial June 2003 - Present
BSR Inc. October 2009 - Present
Legg Mason May 2000 - June 2003
A.G. Edwards & Sons, Inc. January 1992 - May 2000
Prudential Securities April 1989 - January 1992
G.K. Scott & Co., Inc July 1988 - April 1989
Skills
Financial Planning, Investments, Insurance, Auto Racing, Executive Protection, Security Training, Personal Security, Tactics, Strategic Planning
Education
Florida Atlantic University 1983 — 1984
NA
Palm Beach Community College 1982 — 1983
n/a
Broward College 1980 — 1981
N/A
Olsinvest Financial June 2003 - Present
BSR Inc. October 2009 - Present
Legg Mason May 2000 - June 2003
A.G. Edwards & Sons, Inc. January 1992 - May 2000
Prudential Securities April 1989 - January 1992
G.K. Scott & Co., Inc July 1988 - April 1989
Skills
Financial Planning, Investments, Insurance, Auto Racing, Executive Protection, Security Training, Personal Security, Tactics, Strategic Planning
Education
Florida Atlantic University 1983 — 1984
NA
Palm Beach Community College 1982 — 1983
n/a
Broward College 1980 — 1981
N/A
Timothy A. Ball's A.G. Edwards & Sons, Inc. Experience November 2000 - January 2004
Job Business Development at Paqtrack
Industry Management Consulting
Experience
Timothy Ball Consulting November 2010 - Present
Renue Systems (Formerly National Appeal) January 2004 - November 2010
A.G. Edwards & Sons, Inc. November 2000 - January 2004
PriceWaterhouseCoopers LLC January 1998 - October 2000
Skills
Sales Management, Sales Operations, New Business Development, Business Development, Recruiting, Training, Team Leadership, Customer Retention, Public Speaking, Organizational Culture, Leadership Development, Collaboration, Process Management, Leadership, Management Consulting, Consulting, Business Strategy, Strategic Planning, Strategic Partnerships, Customer Oriented, Relationship Management, International Business, Budgets, Sales, Account Management, Marketing Strategy, Marketing, Start-ups, Team Building, Contract Negotiation, Consultative Sales..., Customer Service, Customer Satisfaction, Consultative Sales...
Education
Brigham Young University
Bachelor of Arts (B.A.), Spanish Language and Literature
Walnut High School
Timothy Ball Consulting November 2010 - Present
Renue Systems (Formerly National Appeal) January 2004 - November 2010
A.G. Edwards & Sons, Inc. November 2000 - January 2004
PriceWaterhouseCoopers LLC January 1998 - October 2000
Skills
Sales Management, Sales Operations, New Business Development, Business Development, Recruiting, Training, Team Leadership, Customer Retention, Public Speaking, Organizational Culture, Leadership Development, Collaboration, Process Management, Leadership, Management Consulting, Consulting, Business Strategy, Strategic Planning, Strategic Partnerships, Customer Oriented, Relationship Management, International Business, Budgets, Sales, Account Management, Marketing Strategy, Marketing, Start-ups, Team Building, Contract Negotiation, Consultative Sales..., Customer Service, Customer Satisfaction, Consultative Sales...
Education
Brigham Young University
Bachelor of Arts (B.A.), Spanish Language and Literature
Walnut High School
Andrew Merkel's A.G. Edwards & Sons, Inc. Experience May 2006 - December 2007
Job Strategic Client Consultant Dun & Bradstreet Strategic Accounts
Industry Information Services
Experience
Dun & Bradstreet May 2013 - Present
Dun & Bradstreet January 2012 - April 2013
Dun & Bradstreet August 2008 - December 2011
A.G. Edwards & Sons, Inc. May 2006 - December 2007
Skills
Assurance, Salesforce.com, Solution Selling, Analytics, Governance, Credit Risk, Supplier Risk Management, Supplier Diversity, Compliance, Contract Negotiation, Online Lead Generation, Data Quality, Data Governance, Credit Analysis, Risk Analytics, Country Risk Analysis, Portfolio Performance..., Sales Process, Cold Calling
Education
Auburn University 2004 — 2008
Bachelor's, Economics, Finance(minor)
Marist School 2000 — 2004
Dun & Bradstreet May 2013 - Present
Dun & Bradstreet January 2012 - April 2013
Dun & Bradstreet August 2008 - December 2011
A.G. Edwards & Sons, Inc. May 2006 - December 2007
Skills
Assurance, Salesforce.com, Solution Selling, Analytics, Governance, Credit Risk, Supplier Risk Management, Supplier Diversity, Compliance, Contract Negotiation, Online Lead Generation, Data Quality, Data Governance, Credit Analysis, Risk Analytics, Country Risk Analysis, Portfolio Performance..., Sales Process, Cold Calling
Education
Auburn University 2004 — 2008
Bachelor's, Economics, Finance(minor)
Marist School 2000 — 2004
Keith Dorris, CFA's A.G. Edwards & Sons, Inc. Experience September 2001 - January 2008
Job Supervisory Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird January 2008 - Present
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Kennedy Capital Management October 1999 - August 2001
Advest, Inc. February 1998 - September 1999
Bard Associates March 1997 - January 1998
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA
University of Missouri-Saint Louis 1990 — 1993
BSBA
Benedictine College 1988 — 1990
Robert W. Baird January 2008 - Present
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Kennedy Capital Management October 1999 - August 2001
Advest, Inc. February 1998 - September 1999
Bard Associates March 1997 - January 1998
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA
University of Missouri-Saint Louis 1990 — 1993
BSBA
Benedictine College 1988 — 1990
Donna Fincher's A.G. Edwards & Sons, Inc. Experience September 2006 - February 2008
Job Business Manager at Occasions Publishing Group
Industry Media Production
Experience
Occasions Publishing Group August 2012 - Present
Medic One Ambulance March 2008 - August 2012
A.G. Edwards & Sons, Inc. September 2006 - February 2008
Skills
Finance, Strategic Financial..., Financial Modeling, Retirement Planning, 401k, Financial Advisory, Strategic Planning, Human Resources, Mutual Funds, Budgets, Advertising, Business Planning, Management, Leadership, Marketing, Recruiting, Team Building, Social Networking, Employee Relations, Organizational..., Business Development, Event Planning, Business Strategy, Fundraising, Customer Service, Sales, Social Media
Education
Arkansas State University 1983 — 1986
BS, Administrative Services
Occasions Publishing Group August 2012 - Present
Medic One Ambulance March 2008 - August 2012
A.G. Edwards & Sons, Inc. September 2006 - February 2008
Skills
Finance, Strategic Financial..., Financial Modeling, Retirement Planning, 401k, Financial Advisory, Strategic Planning, Human Resources, Mutual Funds, Budgets, Advertising, Business Planning, Management, Leadership, Marketing, Recruiting, Team Building, Social Networking, Employee Relations, Organizational..., Business Development, Event Planning, Business Strategy, Fundraising, Customer Service, Sales, Social Media
Education
Arkansas State University 1983 — 1986
BS, Administrative Services
Dorian Kunkel's A.G. Edwards & Sons, Inc. Experience August 1992 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
UBS July 2006 - December 2008
A.G. Edwards & Sons, Inc. August 1992 - July 2006
Education
Baruch College, City University of New York (CUNY) 1976 — 1978
BA, Psychology
UBS July 2006 - December 2008
A.G. Edwards & Sons, Inc. August 1992 - July 2006
Education
Baruch College, City University of New York (CUNY) 1976 — 1978
BA, Psychology
Mark Kangas's A.G. Edwards & Sons, Inc. Experience June 2002 - January 2009
Job Owner North Star Advisory Group, LLC / Senior Investment Executive RJFS
Industry Investment Management
Experience
North Star Advisory Group, LLC May 2013 - Present
North Star Advisory Group, LLC May 2013 - Present
Stifel Financial Corp. January 2009 - May 2013
Orange High School August 2009 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - January 2009
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, 401k, Alternative Investments, Wealth, Insurance, Life Insurance, IRAs, Asset Management, Investment Strategies, Series 7, Series 63, Personal Finance, 401k Rollovers, Investment Advisory, Mortgage Lending, College Education..., Roth IRA, Simple IRA, SEP IRA, Financial Planners, Pensions, Fixed Annuities, Certified Financial..., Qualified Retirement..., Cash Flow Forecasting, Social Security, Pension Systems, 529 Plans, 457 Plans, 403 b, Separately Managed..., Trusts, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Antiques, Soccer, Woodworking, ERISA, Municipal Bonds, 401k Plan Design, Strategic Financial..., Valuation, Series 6, Long-term Care
Education
Bowling Green State University 1997 — 2002
Bachelors, Accounting & Finance
North Star Advisory Group, LLC May 2013 - Present
North Star Advisory Group, LLC May 2013 - Present
Stifel Financial Corp. January 2009 - May 2013
Orange High School August 2009 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - January 2009
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, 401k, Alternative Investments, Wealth, Insurance, Life Insurance, IRAs, Asset Management, Investment Strategies, Series 7, Series 63, Personal Finance, 401k Rollovers, Investment Advisory, Mortgage Lending, College Education..., Roth IRA, Simple IRA, SEP IRA, Financial Planners, Pensions, Fixed Annuities, Certified Financial..., Qualified Retirement..., Cash Flow Forecasting, Social Security, Pension Systems, 529 Plans, 457 Plans, 403 b, Separately Managed..., Trusts, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Antiques, Soccer, Woodworking, ERISA, Municipal Bonds, 401k Plan Design, Strategic Financial..., Valuation, Series 6, Long-term Care
Education
Bowling Green State University 1997 — 2002
Bachelors, Accounting & Finance
Doug Vaaler's A.G. Edwards & Sons, Inc. Experience 1990 - 1993
Job Regional Vice President at The Octavus Group
Industry Financial Services
Experience
The Octavus Group April 2010 - Present
Mass Mutual Retirement Income Group October 2006 - April 2009
MassMutual Financial Group 2006 - 2009
Merrill Lynch Investment Managers January 2005 - October 2006
Prudential Financial November 1993 - May 2004
Prudential Investments 1993 - 2004
A.G. Edwards & Sons, Inc. 1990 - 1993
Hull Trading Corp 1986 - 1988
Skills
Mutual Funds, Alternative Investments, CRM, Financial Services, Fixed Annuities, Separately Managed..., Financial Advisory, Leadership, Sales, Variable Annuities, Finance, Marketing
Education
Arizona State University 1982 — 1986
Bachelor of Science, Finance
Parkway West High
The Octavus Group April 2010 - Present
Mass Mutual Retirement Income Group October 2006 - April 2009
MassMutual Financial Group 2006 - 2009
Merrill Lynch Investment Managers January 2005 - October 2006
Prudential Financial November 1993 - May 2004
Prudential Investments 1993 - 2004
A.G. Edwards & Sons, Inc. 1990 - 1993
Hull Trading Corp 1986 - 1988
Skills
Mutual Funds, Alternative Investments, CRM, Financial Services, Fixed Annuities, Separately Managed..., Financial Advisory, Leadership, Sales, Variable Annuities, Finance, Marketing
Education
Arizona State University 1982 — 1986
Bachelor of Science, Finance
Parkway West High
Rachae Barr's A.G. Edwards & Sons, Inc. Experience May 2005 - September 2008
Job Licensed Financial Consultant at National City Bank
Industry Financial Services
Experience
home January 2011 - Present
National City Bank September 2008 - February 2011
A.G. Edwards & Sons, Inc. May 2005 - September 2008
Skills
Series 7, Series 63, Life & Health Insurance...
Education
Anderson University 2002 — 2006
Bachelor of Arts, Finance
home January 2011 - Present
National City Bank September 2008 - February 2011
A.G. Edwards & Sons, Inc. May 2005 - September 2008
Skills
Series 7, Series 63, Life & Health Insurance...
Education
Anderson University 2002 — 2006
Bachelor of Arts, Finance
Julie Warren's A.G. Edwards & Sons, Inc. Experience January 2005 - April 2007
Job AVP, Area Sales Manager Financial Network at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advantage Funds March 2012 - March 2014
Fidelity Investments May 2007 - March 2012
A.G. Edwards & Sons, Inc. January 2005 - April 2007
Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2000 — 2004
Bachelor of Science (BS), Finance
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advantage Funds March 2012 - March 2014
Fidelity Investments May 2007 - March 2012
A.G. Edwards & Sons, Inc. January 2005 - April 2007
Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2000 — 2004
Bachelor of Science (BS), Finance
Jan Wald's A.G. Edwards & Sons, Inc. Experience 2000 - 2008
Job Managing Director at The Benchmark Company
Industry Medical Devices
Experience
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
Mark Musaraca CFP®'s A.G. Edwards & Sons, Inc. Experience January 1993 - May 2007
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC January 2009 - Present
Wachovia Securities Financial Network May 2007 - January 2009
A.G. Edwards & Sons, Inc. January 1993 - May 2007
Oberweis Securities Inc March 1983 - January 1993
Skills
401(k) Rollovers
Education
Aurora University 1982 — 1984
Economic Theory, Economics
Waubonsee Community College 1979 — 1981
Associate of Arts (AA), Liberal Arts
East Aurora High 1976 — 1979
Aurora Central Catholic High School 1975 — 1976
Our Lady of Good Counsel 1967 — 1975
Wells Fargo Advisors. LLC January 2009 - Present
Wachovia Securities Financial Network May 2007 - January 2009
A.G. Edwards & Sons, Inc. January 1993 - May 2007
Oberweis Securities Inc March 1983 - January 1993
Skills
401(k) Rollovers
Education
Aurora University 1982 — 1984
Economic Theory, Economics
Waubonsee Community College 1979 — 1981
Associate of Arts (AA), Liberal Arts
East Aurora High 1976 — 1979
Aurora Central Catholic High School 1975 — 1976
Our Lady of Good Counsel 1967 — 1975
David Ramey, CFP®'s A.G. Edwards & Sons, Inc. Experience October 1999 - March 2008
Job Ramey Asset Management
Industry Financial Services
Experience
Ramey Asset Management October 1999 - Present
A.G. Edwards & Sons, Inc. October 1999 - March 2008
Skills
Certified Financial..., Wealth Management, Estate Planning, Retirement Planning, Investment planning, Asset Management, Investments, Asset Managment
Education
Auburn University, College of Business 1995 — 1999
Finance, Finance
Stetson University 1994 — 1995
Ramey Asset Management October 1999 - Present
A.G. Edwards & Sons, Inc. October 1999 - March 2008
Skills
Certified Financial..., Wealth Management, Estate Planning, Retirement Planning, Investment planning, Asset Management, Investments, Asset Managment
Education
Auburn University, College of Business 1995 — 1999
Finance, Finance
Stetson University 1994 — 1995
Jerry Duncan's A.G. Edwards & Sons, Inc. Experience January 1992 - May 2009
Job
Industry Financial Services
Experience
D.A. Davidson & Co. May 2009 - Present
A.G. Edwards & Sons, Inc. January 1992 - May 2009
Roseburg, OR 1974 - 1992
Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Securities, Series 7, Portfolio Management, Investments, Series 63, Strategic Financial..., Equities, Asset Allocation, Asset Management, Investment Strategies, Retirement, Banking
Education
Sacred Heart Hospital 1973 — 1974
School of Medical Technology
Biola University 1967 — 1972
B.S. B.A., Biollogical Science & Physican Education
D.A. Davidson & Co. May 2009 - Present
A.G. Edwards & Sons, Inc. January 1992 - May 2009
Roseburg, OR 1974 - 1992
Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Securities, Series 7, Portfolio Management, Investments, Series 63, Strategic Financial..., Equities, Asset Allocation, Asset Management, Investment Strategies, Retirement, Banking
Education
Sacred Heart Hospital 1973 — 1974
School of Medical Technology
Biola University 1967 — 1972
B.S. B.A., Biollogical Science & Physican Education
Angel McClarey, CFP®, CDFA™'s A.G. Edwards & Sons, Inc. Experience April 1994 - July 1995
Job Principal/Investment Advisor at Milestone Investment Advisors, LLC
Industry Investment Management
Experience
Milestone Investment Advisors, LLC October 2013 - Present
Johnson Bank Wealth Management May 2007 - June 2013
ACS Investment Advisors, Inc. (predecessor of Johnson Bank Wealth Management) May 2001 - May 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. March 1998 - May 2001
A.G. Edwards & Sons, Inc. April 1994 - July 1995
Thompson, Unger and Plumb, Inc. November 1988 - March 1994
Skills
Strategic Financial..., Estate Planning, Retirement, Finance, Financial Analysis, Hedge Funds, Accounting, Retirement Planning, Personal Finance, Certified Financial..., Financial Planning, Wealth Management..., Tax, Series 7, Financial Advisory, Securities, Financial Goals
Education
California Baptist University 1983 — 1985
Bachelor of Science (BS), Business Administration/ Accounting
Hong Kong Baptist University 1981 — 1983
Milestone Investment Advisors, LLC October 2013 - Present
Johnson Bank Wealth Management May 2007 - June 2013
ACS Investment Advisors, Inc. (predecessor of Johnson Bank Wealth Management) May 2001 - May 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. March 1998 - May 2001
A.G. Edwards & Sons, Inc. April 1994 - July 1995
Thompson, Unger and Plumb, Inc. November 1988 - March 1994
Skills
Strategic Financial..., Estate Planning, Retirement, Finance, Financial Analysis, Hedge Funds, Accounting, Retirement Planning, Personal Finance, Certified Financial..., Financial Planning, Wealth Management..., Tax, Series 7, Financial Advisory, Securities, Financial Goals
Education
California Baptist University 1983 — 1985
Bachelor of Science (BS), Business Administration/ Accounting
Hong Kong Baptist University 1981 — 1983
Jackie Wiedt's A.G. Edwards & Sons, Inc. Experience January 2006 - May 2006
Job Financial Institution Examiner at FDIC
Industry Banking
Experience
FDIC July 2007 - Present
A.G. Edwards & Sons, Inc. January 2006 - May 2006
Education
Clemson University 2003 — 2007
Bachelor of Science (B.S.), Financial Management
American University 2006 — 2006
Washington Semester Program, International Business
FDIC July 2007 - Present
A.G. Edwards & Sons, Inc. January 2006 - May 2006
Education
Clemson University 2003 — 2007
Bachelor of Science (B.S.), Financial Management
American University 2006 — 2006
Washington Semester Program, International Business
Beau Sessions's A.G. Edwards & Sons, Inc. Experience 1997 - 2001
Job Financial Advisor at McDonald Partners
Industry Financial Services
Experience
McDonald Partners 2011 - Present
Private Capital Management 2008 - 2011
Charles Schwab 2005 - 2008
McDonald Investments / Key Bank 2003 - 2004
A.G. Edwards & Sons, Inc. 1997 - 2001
Skills
Investment Strategies, Asset Allocation, Series 7, Investments, Options Strategies, Retirement Planning, 401k Rollovers, Estate Planning, Trust Services, Wealth Management, Retirement, Strategic Financial..., Banking, Investment Advisory, Financial Services, Financial Planning, Wealth, Finance, Management
Education
Bradley University
McDonald Partners 2011 - Present
Private Capital Management 2008 - 2011
Charles Schwab 2005 - 2008
McDonald Investments / Key Bank 2003 - 2004
A.G. Edwards & Sons, Inc. 1997 - 2001
Skills
Investment Strategies, Asset Allocation, Series 7, Investments, Options Strategies, Retirement Planning, 401k Rollovers, Estate Planning, Trust Services, Wealth Management, Retirement, Strategic Financial..., Banking, Investment Advisory, Financial Services, Financial Planning, Wealth, Finance, Management
Education
Bradley University
Brent Thornton's A.G. Edwards & Sons, Inc. Experience 1994 - 1996
Job Senior Vice President / Commercial Lending at First United Bank
Industry Banking
Experience
First United Bank September 2013 - Present
Northstar Bank of Texas February 2000 - September 2013
Scotland Golf January 1998 - February 2000
Texas Bank 1996 - 1998
A.G. Edwards & Sons, Inc. 1994 - 1996
BFI 1992 - 1994
The Murphy Appraisal Group 1990 - 1992
Skills
Banking, Commercial Real Estate, Underwriting, Sales, Mentoring, Credit Analysis, Finance, Cash Flow Lending, Construction Loans, Commercial Mortgages, Real Estate Financing, Commercial Lending, Loans, Loan Origination, Investments, Mortgage Lending, Portfolio Management, Real Estate, Credit, Financial Analysis
Education
Baylor University 1986 — 1990
Bachelor of Business Administration (BBA)
First United Bank September 2013 - Present
Northstar Bank of Texas February 2000 - September 2013
Scotland Golf January 1998 - February 2000
Texas Bank 1996 - 1998
A.G. Edwards & Sons, Inc. 1994 - 1996
BFI 1992 - 1994
The Murphy Appraisal Group 1990 - 1992
Skills
Banking, Commercial Real Estate, Underwriting, Sales, Mentoring, Credit Analysis, Finance, Cash Flow Lending, Construction Loans, Commercial Mortgages, Real Estate Financing, Commercial Lending, Loans, Loan Origination, Investments, Mortgage Lending, Portfolio Management, Real Estate, Credit, Financial Analysis
Education
Baylor University 1986 — 1990
Bachelor of Business Administration (BBA)