A.G. Edwards & Sons, Inc.

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A.G. Edwards & Sons, Inc. Employees

Employee
Years
Job
Industry
Patrick Loop Patrick Loop Beaverton, Oregon Details
Patrick Loop's A.G. Edwards & Sons, Inc. Experience January 2004 - June 2006
Job IT Systems Analyst at US department of Veteran Affairs
Industry Hospital & Health Care
Experience
US department of Veteran Affairs  June 2006 - Present
AG Edwards & Sons, Inc   January 2004 - June 2006
Relationship Systems, Inc.   January 1993 - December 2003
US Army  1970 - 1974

Skills
Active Directory, Healthcare Information..., SharePoint, Software Documentation, Visio, Citrix, Strategic Planning, SaaS, Requirements Analysis, Team Building, Process Improvement, Business Intelligence, Disaster Recovery, Project Management, CRM

Education
Oregon State University   1974 — 1976
Master of Business Administration (MBA), Finance and Financial Management Services, Top of Class

Oregon State University   1966 — 1970
Bachelor of Science (BS), Computer Software Engineering, 3.58

Karen Folman Karen Folman Greater Minneapolis-St. Paul Area Details
Karen Folman's A.G. Edwards & Sons, Inc. Experience May 2004 - June 2006
Job Parts Advisor
Industry Automotive
Experience
Roseville Buick GMC   January 2015 - Present
The Tree Guy   March 2013 - December 2014
AutoZone  December 2012 - April 2014
College Nannies & Tutors  January 2012 - May 2012
Donatelle  July 2006 - January 2012
AG Edwards & Sons, Inc.   May 2004 - June 2006
UPS  April 2002 - April 2004

Skills
Negotiation Strategies, Public Speaking, Interpersonal..., Intercultural..., Recruiting, Leadership, Human Resources, Training, Administration, Interviews, Newsletters, Telephone Skills, Interpersonal..., Fax, Outlook, Negotiation, Research, Project Management, Microsoft Excel, Advertising, Microsoft Word, Employee Relations, Team Building, Spreadsheets, Filing, Microsoft Office, HRIS, Applicant Tracking..., Leadership Development, Interpersonal...

Education
Anoka Ramsey Community College   2012 — 2014
Associate of Arts (A.A.), Communication, General

Century College   2010 — 2014
Marketing / Graphic Design / Communications

Minneapolis Business College   2000 — 2001
Diploma, Graphic Design

St. Paul Central High School   1997 — 2000
Diploma, General Education

Brian Wyman, MBA, CRPC, CLTC, Brian Wyman, MBA, CRPC, CLTC, Greater Boston Area Details
Brian Wyman, MBA, CRPC, CLTC,'s A.G. Edwards & Sons, Inc. Experience May 1997 - December 2004
Job Financial Advisor,
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2012 - Present
Merrill Lynch  August 2007 - December 2012
Wachovia Securities  December 2004 - August 2007
AG Edwards & sons, Inc.   May 1997 - December 2004
Smith Barney  October 1991 - May 1997
New York Life Insurance Company  April 1989 - October 1991
Teradyne Inc.  1976 - 1989

Education
University of Lowell,MA   1981 — 1986
MBA, Operations Management

Northeastern University   1967 — 1971
BA, Political Science

Robert Williams, CWS®, CIC Robert Williams, CWS®, CIC Raleigh-Durham, North Carolina Area Details
Robert Williams, CWS®, CIC's A.G. Edwards & Sons, Inc. Experience September 1999 - May 2005
Job President at Williams Wealth Management, Investments, Insurance & Financial Planning www.wmswlth.com
Industry Financial Services
Experience
Williams Wealth Management   May 2005 - Present
AG Edwards & Sons, Inc.   September 1999 - May 2005
The Harford Mutual Insurance Company   September 1990 - September 1999

Skills
Financial Planning, Investments, Insurance, Life Insurance, Long term care insurance, Disability Insurance, Investment Planning..., 401k Rollovers, Fee Based Investment..., Retirement Planning, Job Changing Financial..., Family Estate Planning, Legacy Planning, Business Owner..., Long Term Care Insurance, Estate Planning, Strategic Financial..., Retirement, Leadership, Series 7, Small Business, Wealth Management, Employee Benefits, Financial Services, Financial Advisory, Strategy, Plannning, Asset Allocation, Term Life Insurance, Fixed Annuities

Education
Investments Professional

Insurance Professional
Life, Health, LTC, DI, & P&C

Cannon Financial Institute
CWS®, Certified Wealth Strategist Practitioner ®

The National Alliance for Insurance Education Services
CIC, The Society of Certified Insurance Counselors

Longwood University   1985 — 1990
BS

Cindy Weidner Cindy Weidner Monroe, Connecticut Details
Cindy Weidner's A.G. Edwards & Sons, Inc. Experience January 1998 - January 2007
Job Lead Customer Care Specialist, Bassett Furniture
Industry Retail
Experience
Bassett Furniture Industries, Inc.   November 2013 - Present
Ethan Allen  2011 - 2012
Janney Montgomery  October 2007 - February 2011
A.G. Edwards & Sons, Inc   January 1998 - January 2007
New York Life Insurance  January 1997 - January 1998
Pullman & Comley, LLC   January 1986 - January 1997

Skills
Customer Service, Administration, Outlook, Communication, Microsoft Office, Receptionist Duties, Team Building

Education
Green Mountain College   1977 — 1979

Simsbury High School   1973 — 1977

Wayne Howery Wayne Howery Greater St. Louis Area Details
Wayne Howery's A.G. Edwards & Sons, Inc. Experience July 2001 - June 2005
Job IT Program Manager at Savvis
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions  April 2012 - Present
Savvis  April 2011 - April 2012
Tek Systems  August 2010 - April 2011
Joyce Meyer Ministries  November 2009 - August 2010
Kaskaskia Engineering Group, LLC  April 2009 - September 2009
Tek Systems  August 2007 - March 2009
Express Scripts  June 2005 - August 2007
AG Edwards & Sons, Inc.   July 2001 - June 2005
A.G. Edwards & Sons, Inc.   August 1998 - July 2001
NCI Information Systems  July 1996 - August 1998

Skills
Process Improvement, Program Management, Visio, MS Project, Project Management, Business Analysis, SharePoint, SDLC, Integration, Requirements Analysis, Security, Systems Analysis, Agile Methodologies, ITIL, Disaster Recovery, Change Management, Software Documentation, Servers, Project Portfolio..., PMO, IT Management, Enterprise Architecture, Testing, Microsoft Project

Education
Southern Illinois University, Edwardsville   2005 — 2008
MBA, Management of Information Systems

McKendree University   1997 — 2000
BA, Computer Science

Meridian Middle School

Bryan Pepper Bryan Pepper Leawood, Kansas Details
Bryan Pepper's A.G. Edwards & Sons, Inc. Experience September 2005 - October 2007
Job Wealth Advisor, Manager at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  August 2014 - Present
Mariner Wealth Advisors  December 2013 - Present
Cornerstone Investment Consulting   February 2009 - November 2013
Wells Fargo Advisors  December 2008 - January 2009
Wachovia Securities  October 2007 - December 2008
AG Edwards & Sons, Inc   September 2005 - October 2007
Broadcom  December 1998 - November 2003
DataWorks  April 1998 - December 1998
Gamma-Metrics  November 1996 - April 1998

Skills
Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Portfolio Management, Asset Managment, Alternative Investments, Banking, Asset Management, Financial Planning, Business Process..., Enterprise Systems...

Education
University of California, San Diego   1987 — 1992
Bachelor of Science

Douglas Barker, AIF® Douglas Barker, AIF® Greater Denver Area Details
Douglas Barker, AIF®'s A.G. Edwards & Sons, Inc. Experience January 2002 - January 2004
Job Regional Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove  January 2013 - Present
Eagle Rock Capital   January 2006 - January 2013
Stifel Nicolaus & Co., inc   January 2004 - January 2006
AG Edwards & Sons, inc   January 2002 - January 2004
Janco Partners  January 1999 - January 2002
Cruttenden Roth   January 1996 - January 1999
Loomis Sayles, & Co   January 1994 - January 1996

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1993 — 1995
MBA, Finance

Colgate University   1985 — 1989
BA, Economics

Mike Ovitt Mike Ovitt Buffalo/Niagara, New York Area Details
Mike Ovitt's A.G. Edwards & Sons, Inc. Experience September 1984 - January 2007
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2007 - Present
AG Edwards & Sons, Inc.   September 1984 - January 2007
L.F. Rothchild, Unterberg, Towbin   March 1982 - September 1984

Skills
IRAs, Asset Allocation, Financial Advisory, Mutual Funds, Finance, Equities, Insurance, Retirement, 401k, Fixed Annuities, Investment Strategies, Alternative Investments, Investments, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, Investment Advisory, Securities, Financial Services, Estate Planning, Series 7

Education
The College of Saint Rose   1977 — 1979
Bachelor of Science, Business Administration/Finance

Warrensburg Central School   1970 — 1973
High School Degree, Business/Accounting

Kay Greene Kay Greene Urbana-Champaign, Illinois Area Details
Kay Greene's A.G. Edwards & Sons, Inc. Experience January 1996 - January 1999
Job Kay Greene | Fundraising Consultant | Director of Development | Director of Marketing | Relationship Manager | Sales
Industry Fund-Raising
Experience
Clearpath  September 2012 - Present
The High School of Saint Thomas More  July 2005 - September 2012
CIB Marine Bancshares, Inc.   May 2002 - July 2005
Strategic Capital Bank   January 1999 - January 2002
A.G. Edwards & Sons, Inc   January 1996 - January 1999
Town and Country Bancorp Inc   January 1990 - January 1995

Skills
Fundraising, Communications, Marketing, Donor Relations, Special Events, Strategic Planning, Public Speaking, Management, Program Management, Event Management, Public Relations, Leadership, Sales, Project Management, Team Building, Editing, Advertising, Marketing Strategy, Strategy, Press Releases, Marketing Communications

Education
Midstate College

Partners in Mission Development Institute

Rachelle Fabrazzo Rachelle Fabrazzo Belleville, New Jersey Details
Rachelle Fabrazzo's A.G. Edwards & Sons, Inc. Experience April 2001 - February 2002
Job Executive Assistant
Industry Medical Devices
Experience
Lincare Fairfield and Allendale   November 2005 - February 2007
McData Corporation/Exenet/CNT/Inrange Global   July 2002 - November 2005
Village on the Isle   October 2001 - February 2002
A.G. Edwards & Sons, Inc   April 2001 - February 2002
TOPS Staffing Services   July 2000 - April 2001
Key Voice Technologies, Inc   March 1999 - July 2000
Zenith Insurance Company  September 1997 - March 1999
Kelly Services  January 1997 - September 1997
Apostolic Christian Home   May 1995 - July 1997
APAC Teleservices  June 1996 - March 1997

Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, PowerPoint, Administrative..., Access, Microsoft Word, Spreadsheets, Inventory Management, Data Entry, Software Documentation, Lotus Notes, Sales, Fax, Office Management, Accounts Receivable, Budgets, Management, Team Building

Education
Heartland Community College   1996 — 1996
None, General Studies, 3.0

Illinois Central College   1992 — 1994
None, Computer Programming

Bogie Korszen Bogie Korszen Sarasota, Florida Area Details
Bogie Korszen's A.G. Edwards & Sons, Inc. Experience 2000 - 2007
Job Senior Vice President, Financial Planning at Raymond James.
Industry Financial Services
Experience
Raymond James  September 2007 - Present
AG Edwards & Sons, Inc.   2000 - 2007

Education
Stevens Institute of Technology   1975 — 1979
B.E., Electrical Engineering

Nova Southeastern University   1980 — 1983
MBA, Finance

Win Smith Win Smith Greater Denver Area Details
Win Smith's A.G. Edwards & Sons, Inc. Experience March 1990 - June 2002
Job President at Win Analytics LLC
Industry Financial Services
Experience
Win Analytics LLC   January 2009 - Present
GCO Education Loan Funding Corp   August 2004 - November 2008
GMAC Education Loan Funding   July 2002 - August 2004
A.G. Edwards & Sons, Inc   March 1990 - June 2002
Capital Markets Corporation   August 1989 - March 1990
Boettcher & Company  June 1981 - August 1989

Skills
Structured Finance, Financial Modeling, Expert Witness, Valuation, Derivatives, MBS, Securitization, Debt, Capital Markets, Investment Banking, Optimization, Public Finance, Renewable Energy, Mathematics, Entrepreneurship, Microsoft Excel, Matlab, Bloomberg Terminal, Finance, Public Speaking, Start-ups, Securities, Bonds, Financial Risk, Project Finance, Credit, Strategy, Banking, Analysis, Options, Loans, Equities, Hedging, Funding, Economics, Financial Structuring, Fixed Income, Asset Management, Hedge Funds, Private Equity, Due Diligence, Corporate Finance, Alternative Investments, Financial Advisory, Bloomberg, Trading, Emerging Markets, Financial Markets

Education
University of Oxford   2003 — 2007
MSc, Mathematics

University of Colorado Denver   2001 — 2002
Nonlinear Optimization

Yale University   1977 — 1981
Bachelor of Arts (BA), Mathematics

James Wilson James Wilson Greater St. Louis Area Details
James Wilson's A.G. Edwards & Sons, Inc. Experience September 1997 - May 2005
Job Senior Software Engineer at Asynchrony
Industry Computer Software
Experience
Asynchrony  November 2013 - Present
Velocitizer Software   February 2009 - Present
Partek Inc.  July 2012 - November 2013
PennyClick   May 2011 - July 2012
Monsanto  October 2010 - May 2011
BJC HealthCare  June 2010 - January 2011
Monsanto  March 2009 - July 2010
Asynchrony Solutions, Inc   September 2006 - February 2009
Object Computing, Inc  March 2005 - September 2006
A.G. Edwards & Sons, Inc   September 1997 - May 2005

Skills
Agile Methodologies, Java Enterprise Edition, Web Services, Swing, Android, JMX, Spring, Hibernate, Java, JUnit, Tomcat, TDD, Ant, XML, Maven, jQuery, SOA, Test Driven Development, JSP, Eclipse, Servlets, SOAP, Weblogic, Linux, Scrum, JDBC, Software Development, UML, Git

Education
University of Missouri-Rolla   1990 — 1994
BS

Joliet High School   1988 — 1990
Diploma

Matthew Moyer Matthew Moyer Dallas/Fort Worth Area Details
Matthew Moyer's A.G. Edwards & Sons, Inc. Experience 1994 - 2002
Job
Industry Health, Wellness and Fitness
Experience
MK Home Goods   September 2013 - September 2015
IGT  2010 - 2013
Centex Corporation  2003 - 2009
A.G. Edwards & Sons, Inc   1994 - 2002

Skills
Financial Analysis, Investor Relations, Leadership, Mergers & Acquisitions, Financial Modeling, Marketing Communications, Valuation, Asset Managment, Corporate Finance, Finance, Portfolio Management, Mergers, Due Diligence, Competitive Analysis, Equities, Strategy, Investments, Executive Management, Private Equity, Start-ups, Corporate Development, Venture Capital

Education
Washington University in St. Louis - Olin Business School   1997 — 2000
MBA, Finance

The University of Kansas   1988 — 1993
BSBA, Business Administration

Alana Sanchez Alana Sanchez Greater St. Louis Area Details
Alana Sanchez's A.G. Edwards & Sons, Inc. Experience April 2006 - October 2007
Job PCG Market Administrator at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors  April 2012 - April 2014
Wells Fargo Advisors  May 2010 - April 2012
Wells Fargo Advisors  October 2007 - May 2010
AG Edwards & Sons, Inc   April 2006 - October 2007
Omni William Penn Hotel  November 2004 - April 2006
Powell & Company, Inc   May 2001 - August 2001

Skills
Financial Analysis, Mutual Funds, Call Center, Financial Services, Series 7

Education
Duquesne University   1998 — 2001
B.S.B.A., Finance and Investment Management

Tim Siner Tim Siner Greater St. Louis Area Details
Tim Siner's A.G. Edwards & Sons, Inc. Experience March 2002 - April 2005
Job Senior Sales Representative at Trans Advantage
Industry Transportation/Trucking/Railroad
Experience
Trans Advantage   March 2013 - Present
MidWest Truck Sales   June 2012 - February 2013
MidWest Truck Sales   April 2005 - February 2013
MidWest Truck Sales   April 2005 - June 2012
A.G. Edwards & Sons, Inc   March 2002 - April 2005
A. G. Edwards & Sons, Inc.   August 1986 - April 2005
A.G. Edwards & Sons, Inc   August 1986 - March 2002

Skills
Account Management, Business Development, Analysis, Negotiation, Sales, Trade Shows, Sales Management, CRM, Customer Satisfaction, Customer Service, Management, Contract Negotiation, Lead Generation, Sales Presentations, Sales Operations, Pricing, Leadership, Team Leadership, New Business Development, Operations Management, Networking, Team Building, Inventory Management, Purchasing

Education
Lindenwood University   1997 — 1999
Bachelors, Business Administration

Lindenwood University   1997 — 1999
Bachelor of Arts, Business AdministrationAccounting, Marketing, Business Management, Economics & Statistics

Lindenwood University   1997 — 1999
BA, Business Administration and Management, General

Dupo Community High School   1982 — 1986
Diploma, General StudiesAccounting & Typing

Brian Gaffney Brian Gaffney Greater Boston Area Details
Brian Gaffney's A.G. Edwards & Sons, Inc. Experience June 2005 - August 2007
Job Wealth Advisor, Accredited Asset Management Specialist
Industry Financial Services
Experience
U.S. Wealth Management   March 2012 - Present
Merrill Lynch  September 2007 - March 2012
A.G. Edwards & Sons, Inc   June 2005 - August 2007
Grantham Mayo Van Otterloo  1997 - 2004

Skills
401k, Investment Strategies, Series 65, Bonds, IRAs, Investment Advisory, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management..., Roth IRA, Separately Managed..., Retirement Plan..., ETFs, Variable Annuities, wealth manager, Series 6, Series 7, Series 63, Series 66, AAMS

Education
Massachusetts College of Liberal Arts   1989 — 1993
Business, Management

Randy Peck, CWS® Randy Peck, CWS® Omaha, Nebraska Details
Randy Peck, CWS®'s A.G. Edwards & Sons, Inc. Experience December 1990 - January 2008
Job Vice President, Financial Advisor, Branch Manager at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 2008 - Present
D.A. Davidson & Co.   October 2008 - Present
D.A. Davidson & Co.   October 2008 - Present
Wachovia Securities, LLC.   January 2008 - October 2008
A.G. Edwards & Sons, INC   December 1990 - January 2008

Skills
Investments, Investment Management, Series 7, Portfolio Management, Wealth Management, Management, Equities, Mutual Funds, Financial Risk, Strategic Financial..., Securities, Retirement Planning, Certified Wealth...

Education
Nebraska Wesleyan University   1972 — 1976
Bachelor of Science, Economics

Westside High School   1969 — 1972

John Shapiro John Shapiro Orland Park, Illinois Details
John Shapiro's A.G. Edwards & Sons, Inc. Experience December 1997 - September 2007
Job VPInst Sales at Stern Brothers
Industry Financial Services
Experience
Stern Brothers  November 2008 - Present
Wells Fargo  September 2007 - August 2008
AG Edwards & Sons, Inc   December 1997 - September 2007
Bear Stearns  December 1991 - November 1997

Skills
Investments, Series 7, Series 63, Bonds, Bloomberg, Sales, Trading, Client Relations Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Web Content, Municipal Bonds, Fixed Income, High Yield, Securities

Education
Indiana University Bloomington   1987 — 1991
BS, Finance

Andrew Benton II, CFP®, CIMA® Andrew Benton II, CFP®, CIMA® Lincoln, Nebraska Details
Andrew Benton II, CFP®, CIMA®'s A.G. Edwards & Sons, Inc. Experience September 2005 - April 2009
Job Senior Vice President – Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  April 2009 - Present
Concordia University, Nebraska  June 2011 - February 2013
AG Edwards & Sons, Inc   September 2005 - April 2009
Merrill Lynch  June 1989 - September 2005

Education
University of Nebraska-Lincoln   1998 — 2002
MBA, Finance

Nebraska Wesleyan University   1974 — 1978
Bachelor of Science, Business Administration

Jennifer Pritchett Jennifer Pritchett Greater St. Louis Area Details
Jennifer Pritchett's A.G. Edwards & Sons, Inc. Experience 2005 - October 2007
Job Application Systems Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo  November 2011 - Present
Wells Fargo Advisors, LLC  January 2009 - November 2011
Wachovia Securities, LLC  October 2007 - December 2008
AG Edwards & Sons, Inc.   2005 - October 2007
Anheuser-Busch Companies, Inc.   2000 - 2004
Trendmasters  1999 - 2000

Skills
DB2, SDLC, Business Objects, Visio, Teradata, SOA, SQL, Databases, Data Warehousing, Oracle, Requirements Gathering, ETL, Analysis, Enterprise Architecture, Requirements Analysis

Education
Webster University   2002 — 2004
MBA, Business Admin.

Fontbonne University   1995 — 1999
BS, Computer Science

Ursuline   1991 — 1995

Tony Feissle Tony Feissle Greater St. Louis Area Details
Tony Feissle's A.G. Edwards & Sons, Inc. Experience February 1996 - August 2007
Job Consultant at Microsoft
Industry Computer Software
Experience
Microsoft  September 2007 - Present
A.G. Edwards & Sons, Inc.   February 1996 - August 2007
Wachovia Securities  2007 - 2007
AG Edwards & Sons, Inc.   2006 - 2007
AG Edwards  1999 - 2005
National Benevolent Association  1985 - 1994

Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL

Education
University of Missouri-Saint Louis   1981 — 1985
Bachelor of Science (B.S.), Information Technology

Deborah English Deborah English Greater Chicago Area Details
Deborah English's A.G. Edwards & Sons, Inc. Experience December 1995 - February 1998
Job Vice President/ Investment Compliance Consultant/ Proxy Analyst
Industry Financial Services
Experience
The Northern Trust Company  August 2006 - Present
The Northern Trust Company  October 2004 - August 2006
The Northern Trust Company  June 1999 - October 2004
Mercantile Bancorporation, Inc   February 1998 - June 1999
A.G. Edwards & Sons, Inc   December 1995 - February 1998

Skills
Financial Services, Due Diligence, Risk Management, Internal Controls, Corporate Governance, SEC Filings, Securities, Accounting, Banking, Sarbanes-Oxley Act, Financial Risk, Auditing, Internal Audit, AML, Proxy Voting, Code of Ethics, Wealth Management..., Concentrations, Investment Compliance, Trust Services, Business Continuity

Education
Saint Louis University   1991 — 1995
B.S, Business and Administration; Accounting

David Stumpf, CFA David Stumpf, CFA Greater St. Louis Area Details
David Stumpf, CFA's A.G. Edwards & Sons, Inc. Experience 1996 - 2007
Job Director of Client Insight and Analytics at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 2012 - Present
Wells Fargo Advisors, LLC  February 2008 - March 2012
A.G. Edwards   June 1996 - November 2007
A.G. Edwards & Sons, Inc   1996 - 2007
Wheat First Butcher and Singer   September 1988 - May 1996
Federal Reserve Bank of Richmond  August 1986 - June 1988

Skills
Financial Modeling, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Valuation, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Investment Management

Education
University of Notre Dame   1982 — 1986
Bachelor of Business Administration (BBA), Finance, General

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

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

Education
The University of Texas at San Antonio   1985 — 1986

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

Blair Swain Blair Swain Phoenix, Arizona Area Details
Blair Swain's A.G. Edwards & Sons, Inc. Experience 1994 - 2001
Job Vice President, Direct Markets at Pinnacle Public Finance
Industry Financial Services
Experience
Pinnacle Public Finance   July 2011 - Present
Apple, Inc  May 2005 - August 2011
Koch Financial Corporation  2001 - 2005
A.G. Edwards & Sons, Inc   1994 - 2001

Skills
Investment Banking, Finance, Portfolio Management, New Business Development, Financial Modeling, Product Management, Cross-functional Team..., Salesforce.com, Account Management, Strategic Partnerships

Education
University of Colorado at Boulder - Leeds School of Business   1992 — 1994
Master of Business Administration (M.B.A.), Finance, General

Northern Arizona University   1980 — 1984
BS, Journalism, Public Relations

David AuBuchon David AuBuchon Saint Louis, Missouri Details
David AuBuchon's A.G. Edwards & Sons, Inc. Experience 1993 - 2007
Job Research Analyst at Kennedy Capital Management, Inc.
Industry Financial Services
Experience
Kennedy Capital Management, Inc.   2012 - Present
Robert W. Baird  December 2007 - August 2012
A.G. Edwards   1993 - 2007
A.G. Edwards & Sons, Inc   1993 - 2007

Education
Saint Louis University   1993 — 1995
MBA, Finance

Missouri State University   1989 — 1993
BS, Business

Bret Davis Bret Davis Greater St. Louis Area Details
Bret Davis's A.G. Edwards & Sons, Inc. Experience July 2000 - April 2006
Job IT Support Specialist
Industry Information Technology and Services
Experience
Centene Corporation  Operations SpecialistWachovia Securities, LLCSeptember 2008 - March 2009
Wachovia Securities, LLC  April 2006 - September 2008
A.G. Edwards & Sons, Inc.   July 2000 - April 2006
A.G. Edwards & Sons, Inc   April 1997 - July 2000
A.G. Edwards & Sons, Inc.   August 1994 - April 1997
GTE Data Services  1990 - 1993
Contel  1987 - 1990
Contel  1984 - 1987

Skills
Software Documentation, Change Management, Testing, Vendor Management, Management, ITIL, Data Center, Unix, Analysis, Databases, Servers, Technical Support

Education
University of Missouri-Columbia   1978 — 1983
BA, Economics

Brent Woodford Brent Woodford Greater Los Angeles Area Details
Brent Woodford's A.G. Edwards & Sons, Inc. Experience 1989 - 1992
Job SVP, Planning and Control at The Walt Disney Company
Industry Accounting
Experience
The Walt Disney Company  October 2003 - Present
Yum! Brands, Inc.   1993 - 2003
AG Edwards & Sons, Inc.   1989 - 1992
AG Edwards & Sons, Inc.   1989 - 1992

Education
Saint Louis University   1990 — 1992
MBA, Finance, General

Michigan State University   1980 — 1984
BA, Accounting

Claudelle Johnson Claudelle Johnson Sedona, Arizona Details
Claudelle Johnson's A.G. Edwards & Sons, Inc. Experience February 2007 - December 2008
Job REALTOR® at CENTURY 21 Sexton Realty (Sedona)
Industry Real Estate
Experience
CENTURY 21 Sexton Realty   2013 - Present
iTourSedona   February 2013 - March 2013
Arizona Helicopter Adventures   August 2012 - January 2013
Business Network International  June 2009 - November 2011
SendOutCards  October 2008 - December 2010
iLearningGlobal.tv  November 2008 - March 2010
Wachovia Securities, LLC  February 2007 - December 2008
AG Edwards & Sons, Inc   February 2007 - December 2008
Byram Healthcare  October 1998 - April 2006
Choice Medical Supplies   April 1998 - April 2006

Skills
Process Improvement, Leadership, Public Speaking, Coaching, Team Building, Leadership Development, Training, Sales, Customer Service, Time Management, Advertising, Project Planning, Small Business, Strategy, Employee Relations, Social Media Marketing, Entrepreneurship, Marketing Strategy, Marketing, Social Networking, Strategic Planning, Start-ups, Selling, Business Development, Social Media, New Business Development, Business Planning, Sales Management, Online Marketing, Real Estate, Negotiation, Management, Online Advertising, Lead Generation, Public Relations, Marketing Communications, Consulting, Referrals, Residential Homes, Sellers, Investment Properties, Email Marketing, First Time Home Buyers, Personal Development, Foreclosures, Business, Contract Negotiation, Relocation, Short Sales, Real Estate Transactions

Education
University of Phoenix   2001 — 2004
Master of Arts, Organizational Management

Western Washington University   1987 — 1991
Bachelor Of Arts, History

Ingraham High School   1984 — 1987

Best School of Real Estate
Real Estate Salesperson

Ellen Bay Ellen Bay Greater New York City Area Details
Ellen Bay's A.G. Edwards & Sons, Inc. Experience May 1980 - September 1986
Job Branch Manager
Industry Banking
Experience
Darien Rowayton Bank  May 2010 - Present
William Pitt Sotheby's International Realty  February 2010 - February 2012
Fox Hill Builders   May 2006 - May 2010
A.G. Edwards & Sons, Inc   May 1980 - September 1986

Skills
Commercial Lending, Real Estate, Mortgage Lending, Commercial Banking, Loans, Credit, Mortgage Banking, Customer Service, Small Business Lending, Residential Mortgages, Credit Analysis, Portfolio Management, Securities, Series 63, Banking, Management, Loan Origination, Refinance, FHA, Sales, Series 7, Consumer Lending, Retail Banking, Branch Management, Investments, Underwriting, Capital Markets, Commercial Mortgages

Education
Vanderbilt University
Bachelor of Science, Business Administration

Roosevelt University

Tiffany Kloc Tiffany Kloc Oak Creek, Wisconsin Details
Tiffany Kloc's A.G. Edwards & Sons, Inc. Experience June 2005 - January 2009
Job AVP, Bank Manager at Associated Bank
Industry Banking
Experience
Associated Bank  June 2011 - Present
Associated Bank  March 2009 - June 2011
Monarch Wealth Management, Inc.   January 2008 - February 2009
AG Edwards & Sons, Inc   June 2005 - January 2009
St Francis Bank, now PNC   2000 - 2003
St. Francis Bank , now PNC   1999 - 2000

Education
Alverno College   2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Management & Communications

College of Financial Planning   2008 — 2009
RP, Financial Planning

MATC   1998 — 2000
Associate's degree, Dental Laboratory Technology/Technician

Ed Purvis, CFP, ADPA Ed Purvis, CFP, ADPA Greater Philadelphia Area Details
Ed Purvis, CFP, ADPA's A.G. Edwards & Sons, Inc. Experience June 1988 - August 2007
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2007 - Present
A.G. Edwards & Sons, Inc   June 1988 - August 2007

Skills
Investments, Retirement Planning, Asset Allocation, Alternative Investments

Education
Temple University   1976 — 1980
BBA, Finance, Accounting

Bruce Gingrich Bruce Gingrich Janesville, Wisconsin Details
Bruce Gingrich's A.G. Edwards & Sons, Inc. Experience August 2006 - August 2008
Job JPMorgan Chase, VP Senior Relationship Mgr
Industry Banking
Experience
JPMorgan Chase Bank  April 2013 - Present
Citizens First National Bank  November 2011 - Present
Boughton Financial Solutions LLC   June 2009 - November 2011
AIG Retirement  August 2008 - June 2009
AG Edwards & Sons, Inc   August 2006 - August 2008
Gingrich and Associates   August 1999 - August 2006
Castle Bank NA   December 1995 - August 1999
Farm Credit Services  March 1993 - December 1995
High Risk Assets   August 1986 - March 1993
Commodore Financial Corporation   March 1985 - August 1986

Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Portfolio Management, Loans, Investment Strategies, Estate Planning, Asset Managment, Financial Analysis, Insurance, Banking, Credit, Series 7, Risk Management, Strategic Financial..., Series 63, Securities, Fixed Annuities

Education
University of Illinois at Urbana-Champaign   1988 — 1990
MBA, Executive Management/Finance

University of Illinois at Urbana-Champaign   1976 — 1980
BS, Ag Science/Economics

Danny McNeely Danny McNeely Greater St. Louis Area Details
Danny McNeely's A.G. Edwards & Sons, Inc. Experience November 2002 - January 2006
Job Accounting Professional
Industry Accounting
Experience
Wachovia, A Wells Fargo Company  June 2008 - November 2009
AG Edwards & Sons, Inc   November 2002 - January 2006
G. EDWARDS & SONS   November 2002 - January 2006
AG Edwards & Sons, Inc   January 2001 - November 2002
AG Edwards & Sons, Inc   May 1999 - January 2001
AG Edwards & Sons, Inc   May 1998 - May 1999

Education
Southwestern Illinois College
Associates, Business Administration

McKendree University
BS, Accounting

Julia Ijames Julia Ijames Greater St. Louis Area Details
Julia Ijames's A.G. Edwards & Sons, Inc. Experience January 1987 - January 2008
Job Vice President, Operations, Securities Processing
Industry Financial Services
Experience
Wells Fargo Advisors/Wachovia Securities   January 2008 - Present
First Clearing , Affiliate of Wells Fargo  1987 - Present
A.G. Edwards & Sons, Inc   January 1987 - January 2008
A.G. Edwards & Sons, Inc.   January 1994 - January 1995
A.G. Edwards & Sons, Inc.   January 1987 - January 1994

Education
Jefferson College

Summer Steiner Summer Steiner Deville, Louisiana Details
Summer Steiner's A.G. Edwards & Sons, Inc. Experience January 2006 - June 2006
Job Controller at Champion Steel
Industry Construction
Experience
Champion Steel   October 2010 - Present
AG Edwards & Sons, Inc.   January 2006 - June 2006
Central Louisiana Ambulatory Surgical Center   August 2005 - December 2005
Chick-fil-A  May 2005 - August 2005

Skills
Microsoft Office, Excel, Foundation, Quickbooks

Education
Louisiana College   2003 — 2008
Bachelor of Science (BS), Accounting

Louisiana College

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