A.G. Edwards & Sons, Inc.

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A.G. Edwards & Sons, Inc. Employees

Employee
Years
Job
Industry
Steve Brill, CFP® Steve Brill, CFP® Boynton Beach, Florida Details
Steve Brill, CFP®'s A.G. Edwards & Sons, Inc. Experience October 1996 - January 2009
Job Vice PresidentInvestments,CFP®, Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - Present
Wells Fargo Advisors  January 2009 - September 2014
A.G. Edwards & Sons, Inc.   October 1996 - January 2009

Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Wealth Transfer, 529 Plans, Insurance, Retirement Income..., Investment Strategies

Education
College for Financial Planning   2006 — 2007
CFP®

State University of New York at Albany   1988 — 1992
Bachelor of Arts (B.A.), Economics

Smithtown East   1984 — 1988

Angie (Gulledge) Norris Angie (Gulledge) Norris Greater St. Louis Area Details
Angie (Gulledge) Norris's A.G. Edwards & Sons, Inc. Experience May 1999 - September 1999
Job Director Level Marketing & Communications Leader
Industry Information Technology and Services
Experience
CSC  April 2014 - Present
Amitech Solutions  September 2013 - April 2014
Technology Partners Inc.  June 2006 - September 2013
TalentPlus/Centro Models   March 2001 - September 2009
Spartech Corporation  October 2003 - June 2006
A.G. Edwards   December 1999 - October 2003
A.G. Edwards & Sons, Inc.   May 1999 - September 1999
Merrill Lynch  May 1998 - September 1998

Skills
Business Development, Social Media, Sourcing, Email Marketing, Marketing, Corporate Communications, Fundraising, Management Consulting, Team Management, New Business Development, Marketing Strategy, Strategic Planning, Advertising, Customer Service, Recruiting, Management, Leadership, Online Advertising, Marketing Communications, Training, Project Management, Sales, Team Building, Event Management, Strategy, Social Networking, Strategic Partnerships, Social Media Marketing, Lead Generation, Consulting, Salesforce.com, Business Analysis, Online Marketing

Education
Eastern Illinois University   1995 — 1999
Bachelor of Science, Business/Finance/Mathematics

Jersey Community High School   1991 — 1995

Eve Graham Eve Graham Greater St. Louis Area Details
Eve Graham's A.G. Edwards & Sons, Inc. Experience April 2006 - April 2012
Job Investment Management Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2015 - Present
Wells Fargo Advisors  March 2012 - March 2015
A.G. Edwards & Sons, Inc.   April 2006 - April 2012

Skills
Banking, Loans, Credit, Mortgage Lending, Risk Management, Financial Analysis, Portfolio Management, Credit Analysis, Process Improvement, Investments, Customer Service, Retail Banking, Financial Services, Mortgage Banking, Commercial Banking, APL, Managing Accounts, Rumba, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Training, Diversity & Inclusion, Leadership, Mutual Funds, Team Building, Wealth Management, Relationship Management, Finance, Securities, Public Speaking, Strategy, Management, Asset Management

Education
Columbia College   2014 — 2016
Master's Degree, Criminal Justice/Law Enforcement Administration

Columbia College   2010 — 2016
B.S in General Studies with a minor(s) in Psychology and Criminal Justice, Criminal Justice/Law Enforcement Administration, 3.1

Micah Sampson Micah Sampson Tucson, Arizona Area Details
Micah Sampson's A.G. Edwards & Sons, Inc. Experience December 2004 - July 2007
Job Sr. Manager Customer Experience (Specialized Projects) at Intuit
Industry Computer Software
Experience
Intuit  August 2014 - Present
Intuit  August 2013 - July 2014
Intuit - QuickBooks Online Payroll   July 2011 - July 2013
Intuit - QuickBooks Online   October 2010 - July 2011
Merrill Lynch  July 2007 - June 2009
A.G. Edwards & Sons, Inc.   December 2004 - July 2007
Market Central   August 1998 - October 2004

Skills
Quickbooks, Accounting, Bookkeeping, Payroll, Small Business, Lean Six Sigma Black..., Six Sigma, QuickBooks, Start-ups, Management, Training, Customer Service, Program Management, Human Resources, Sales, Fundraising, Call Centers, Leadership, Process Improvement, Strategy, Analysis, Vendor Management, SaaS

Education
Dickinson College   1995 — 1999
International Studies

Pam Webber Pam Webber Columbus, Ohio Area Details
Pam Webber's A.G. Edwards & Sons, Inc. Experience 1996 - 1999
Job ParaPlanner at Partnership Financial LLC
Industry Financial Services
Experience
Partnership Financial LLC   September 2012 - Present
College for Financial Planning  March 2011 - December 2011
A.G. Edwards   June 2001 - March 2004
A.G. Edwards   March 1999 - June 2001
A.G. Edwards & Sons, Inc.   1996 - 1999
A.G. Edwards   1995 - 1998

Skills
Unix, SQL, Programming, Analysis, Quality Assurance, C, People-oriented, Organizational..., Sybase

Education
College for Financial Planning   2011 — 2012
CFP Certification Program, Certified Financial Planner

Washington University in St. Louis   1989 — 1993
BS, Computer Science

Robert Rosenbloom Robert Rosenbloom Beaverton, Oregon Details
Robert Rosenbloom's A.G. Edwards & Sons, Inc. Experience 1983 - 2008
Job Senior Vice PresidentInvestments, Branch Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2014 - Present
Wells Fargo Advisors  2008 - 2014
A.G. Edwards & Sons, Inc.   1983 - 2008
Hammerbeck & Company, Inc.   1978 - 1983
EF Hutton  1973 - 1978
First California Company Inc   1971 - 1973
M.S. Wien & Company   1969 - 1971
Weeden & Co.   1966 - 1969

Skills
Investments, Portfolio Management, Finance, Wealth Management, Financial Services, Financial Analysis, Customer Service, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Sales

Education
Catawba College   1961 — 1965
BA

Ernie Wright, CFP® Ernie Wright, CFP® Clemson, South Carolina Details
Ernie Wright, CFP®'s A.G. Edwards & Sons, Inc. Experience September 1995 - 2007
Job Branch Manager, Senior Vice President Investments, Wright Wealth Management Group at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors  2007 - June 2014
A.G. Edwards & Sons, Inc.   September 1995 - 2007
A.G. Edwards & Sons, Inc.   1981 - September 1995

Skills
Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Investments, Life Insurance, Mutual Funds, Alternative Investments, Securities, Strategic Planning, Business Strategy, Budgets, Series 7

Education
Clemson University - College of Business and Behavioral Science   1969 — 1977
Bachelor of Science (B.S.), Financial Management

Clemson University - College of Business and Behavioral Science   1969 — 1977
Bachelor of Science (BS), Finance and Financial Management Services

Chester High School   1965 — 1969
high school diploma

Kenny Larkin Kenny Larkin Redmond, Oregon Details
Kenny Larkin's A.G. Edwards & Sons, Inc. Experience 2000 - 2007
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc.   2007 - Present
A.G. Edwards & Sons, Inc.   2000 - 2007

Skills
Financial Analysis, Retirement Planning, Investments, Financial Planning, Portfolio Management, Wealth Management, Insurance, Mutual Funds, Microsoft Office, Risk Management

Education
College for Financial Planning

Redmond High School

Sonya (Hardebeck) Robin Sonya (Hardebeck) Robin Greater St. Louis Area Details
Sonya (Hardebeck) Robin's A.G. Edwards & Sons, Inc. Experience December 2005 - June 2008
Job Consulting/Principal Systems Engineer at Elsevier
Industry Information Technology and Services
Experience
Elsevier  October 2014 - Present
Preferred Resources, Inc.   September 2012 - October 2014
The Applied Group  June 2009 - December 2012
Applied Information Systems  June 2009 - August 2011
Wachovia  July 2008 - June 2009
A.G. Edwards & Sons, Inc.   December 2005 - June 2008
A.G. Edwards & Sons, Inc.   October 2000 - December 2005
A.G. Edwards & Sons, Inc.   April 2000 - October 2000
Energizer Battery  December 1998 - April 2000
Enterprise Rent-A-Car  May 1998 - December 1998

Skills
Employee Evaluation, Dismissal, Windows, SQL, Windows Server, Disaster Recovery, Networking, Servers, VMware, Cisco Technologies, Data Center, Project Management, Active Directory, Microsoft SQL Server, Virtualization, IIS, DHCP, Microsoft Technologies, DNS, Operating Systems, Team Leadership, IT Management, Hardware, Cloud Computing, VBScript, Software Development, Technical Support, System Deployment, Troubleshooting, Enterprise Architecture, TCP/IP, XP, Information Technology, Infrastructure, Windows 7, Citrix, Visio, Network Engineering, LAN-WAN, Enterprise Software, Testing, Integration, VB.NET, Visual Studio, ASP.NET, SCOM, SCCM, SQL Server Management..., Crystal Reports, Performance Management

Education
Strayer University   2008 — 2009
Graduate Certificate, Information Systems (Emphasis in Software Engineering)

Columbia College   1992 — 1996
B.S., Computer Information Systems

Columbia College   1992 — 1994
A.S., Computer Information Systems

Columbia College   1992 — 1993
A.A, General Studies

Francis Rogers Dixson III Francis Rogers Dixson III Greater Atlanta Area Details
Francis Rogers Dixson III's A.G. Edwards & Sons, Inc. Experience June 2008 - August 2008
Job Associate at Drew Eckl & Farnham
Industry Legal Services
Experience
Drew Eckl & Farnham  June 2015 - Present
Melville Johnson P.C.   September 2014 - June 2015
Nicholson Phillips, LLC   August 2014 - September 2014
Cobb County District Attorney's Office  May 2013 - August 2013
DeKalb District Attorney's Office  January 2013 - May 2013
Federal Trade Commission  May 2012 - July 2012
Riverside Casino & Golf Resort  June 2009 - August 2009
A.G. Edwards & Sons, Inc.   June 2008 - August 2008
SunTrust Robinson Humphrey  May 2007 - July 2007

Skills
Legal Research, Research, Public Speaking, Legal Writing, Non-profits, Litigation, Westlaw, Nonprofits, Policy Analysis, Community Outreach, Trials, Mediation, Courts, Civil Litigation, Criminal Law

Education
Georgia State University College of Law   2010 — 2014
JD/MBA

Cornell College   2006 — 2010
B.A., Politics Major, Business and Economics Major

Andrew Klein Andrew Klein Greater Denver Area Details
Andrew Klein's A.G. Edwards & Sons, Inc. Experience May 1998 - August 2000
Job Partner/Creative Director at Unleaded Software
Industry Internet
Experience
Unleaded Software, Inc.   May 2004 - Present
Beanstalk Solar Hosting   January 2009 - Present
Octane Coffee  January 2007 - June 2009
A.G. Edwards & Sons, Inc.   May 1998 - August 2000
Ski Market  March 1997 - March 1999

Skills
SEO, Adobe Creative Suite, User Interface Design, E-commerce, Email Marketing, HTML 5, InDesign, Online Advertising, Web Development, CMS, Magento, Logo Design, Google Analytics, Online Marketing, Web Design, WordPress, SEM, Digital Marketing

Education
Colgate University   2000 — 2004
Bachelor of Arts (B.A.), International Relations

Aimee Martin Aimee Martin Baltimore, Maryland Area Details
Aimee Martin's A.G. Edwards & Sons, Inc. Experience June 1999 - August 2002
Job President at Aimee Martin Consulting, LLC
Industry Management Consulting
Experience
Aimee Martin Consulting, LLC   January 2009 - Present
Educate, Inc.   April 2006 - December 2008
Discovery Communications  March 2003 - April 2006
A.G. Edwards & Sons, Inc.   June 1999 - August 2002
Knowledge Universe, LLC   November 1997 - December 1997
Kaiser Associates  June 1994 - November 1997
Office of the President of the United States   September 1993 - December 1993

Skills
Strategy, Cross-functional Team..., Client Development, Marketing Strategy, Marketing, Forecasting, Finance, Start-ups, Strategic Partnerships, Product Development, Management, Management Consulting, Business Development, Strategic Planning, Mergers & Acquisitions, Sales, Negotiation, New Business Development, Leadership, Business Planning

Education
Harvard Business School   1998 — 1999
MBA

Colgate University   1990 — 1994
BA, English and Spanish

Matt Mancini Matt Mancini Katy, Texas Details
Matt Mancini's A.G. Edwards & Sons, Inc. Experience April 2003 - April 2006
Job Lead Pastor at Katy Bible Church
Industry Religious Institutions
Experience
Katy Bible Church   February 2013 - Present
JPMorgan Chase  April 2006 - February 2013
A.G. Edwards & Sons, Inc.   April 2003 - April 2006

Skills
Expository Preaching, Pastoral Care, Theology, Leadership, Pastoral Counseling, Christian Theology, Strategic Leadership, Christian Apologetics, Financial Planning, Bible Teaching, Bible Study, Koine Greek, Conflict Resolution, Discipleship, Public Speaking, Preaching, Bible, Missions, Team Leadership, Team Building, Volunteer Management, Exegesis, Gospel, Leadership Development, Customer Service

Education
Dallas Theological Seminary   2013 — 2019
Master's Degree, Pastoral Ministry

Houston Baptist University   1999 — 2001
Bachelor's Degree, Christianity/Psychology

Texas State University   1997 — 1999
Technical Theatre/Theatre Design and Technology

Mark H. Pearce, MBA, CFP® Mark H. Pearce, MBA, CFP® West Palm Beach, Florida Area Details
Mark H. Pearce, MBA, CFP®'s A.G. Edwards & Sons, Inc. Experience December 1995 - April 2007
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James  February 2009 - Present
Wachovia Securities, LLC  May 2007 - February 2009
A.G. Edwards & Sons, Inc.   December 1995 - April 2007
United Parcel Service, Inc.   December 1987 - August 1995
Allied Signal Corp  January 1981 - January 1987
Firestone Tire & Rubber Company  June 1978 - January 1981

Skills
Series 7

Education
College for Financial Planning   1996 — 1999
CFP, Certified Financial Planner

University of Richmond - Robins School of Business   1981 — 1985
MBA, Finance

University of Florida   1977 — 1978
BS, Chemistry

University of South Florida   1974 — 1977
BA, Biology

Palm Beach Gardens HS   1971 — 1974

Julie Darnold-Atkins Julie Darnold-Atkins Greater St. Louis Area Details
Julie Darnold-Atkins's A.G. Edwards & Sons, Inc. Experience 1990 - 1996
Job Fund Development, Marketing Communications and Public Relations Expert
Industry Public Relations and Communications
Experience
Bethesda Health Group  June 2014 - Present
VOYCE, formerly Long Term Care Ombudsman Program   July 2012 - May 2014
Long Term Care Ombudsman Program   April 2011 - July 2012
Mehlville School District  2005 - 2008
Self-employed Freelance Communications Consultant   1996 - 2006
A.G. Edwards & Sons, Inc.   1990 - 1996
The Federal Reserve Bank of St. Louis  1987 - 1990
ITS, Inc. (ATM and electronic banking network)   1985 - 1987
Waterloo-Cedar Falls Courier  1983 - 1984
Creston News-Advertiser  1981 - 1983

Skills
Nonprofits, Fundraising, Public Relations, Newsletters, Press Releases, Editing, Event Planning, Media Relations, Speech Writing, Corporate Communications, Marketing Communications, Publications, Strategic Communications, Blogging, Public Speaking, Community Outreach, Copywriting, Internal Communications, Feature Articles, Copy Editing, Publicity, Social Media, Web Content, News Writing, AP Style, Crisis Communications, Proofreading, Grant Writing, Content Development, Content Strategy, Social Media Marketing, SEO copywriting, Integrated Marketing, Volunteer Management, Communication Training, Journalism, Editorial, Communications Planning, Internal & External..., Marketing Copy, Message Development, Web Content Management, Storytelling, Non-profit Fund..., Donor Development, Planned Giving, Major Donor Cultivation, Corporate Gifting

Education
Webster University
M.A., Communications Management

Drake University
B.A., Journalism

Quincy Senior High School

Troy Frerichs, CFA Troy Frerichs, CFA Bloomington/Normal, Illinois Area Details
Troy Frerichs, CFA's A.G. Edwards & Sons, Inc. Experience 2004 - June 2006
Job Director, InvestmentsWealth Management at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial®  April 2013 - Present
COUNTRY Financial  September 2007 - April 2013
Anheuser-Busch  June 2006 - September 2007
A.G. Edwards & Sons, Inc.   2004 - June 2006

Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Strategic Financial..., Financial Modeling, Asset Allocation, Portfolio Management, Equities, Investment Management, Financial Analysis, Asset Management, Finance

Education
Eastern Illinois University   1994 — 1999
BS, Finance

St. Joseph-Ogden H.S.   1990 — 1994

Saint Louis University
MS, Finance

David Dugan,CFP® David Dugan,CFP® Marblehead, Massachusetts Details
David Dugan,CFP®'s A.G. Edwards & Sons, Inc. Experience February 2003 - January 2008
Job Comprehensive retirement and investment planning
Industry Financial Services
Experience
Investors Capital  November 2013 - Present
Winslow, Evans & Crocker   October 2010 - November 2013
Wells Fargo Advisors  January 2008 - October 2010
A.G. Edwards & Sons, Inc.   February 2003 - January 2008

Skills
Financial Planning, Investment Management, Retirement Plans, 401(k), Wealth Management, Tax Planning, Estate Planning, Retirement Income..., Income Planning, Insurance and Annuities, College Education..., Mutual Funds, Stocks, Bonds, Options, Employee Stock Options, Rollovers

Education
College for Financial Planning

Ryan F. Kavois , CFP® Ryan F. Kavois , CFP® Greater Chicago Area Details
Ryan F. Kavois , CFP®'s A.G. Edwards & Sons, Inc. Experience May 2006 - August 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Brickwork Financial Planning, Ltd.   December 2009 - Present
A.G. Edwards & Sons, Inc.   May 2006 - August 2009

Skills
Personal Financial..., Retirement Planning, Wealth Management..., Estate Planning, Investment Strategies, Alternative Investments, Insurance, Securities

Education
College for Financial Planning   2013 — 2014
CFP Certification Professional Education Program, Financial Planning and Services

Eastern Illinois University   2002 — 2006
Bachelor's degree, Major- finance, Minor- economics

Carl Sandburg   1998 — 2002

CFP® or CERTIFIED FINANCIAL PLANNER™ Certification
Designation - CFP®

Leslie Moore Leslie Moore Florence, South Carolina Area Details
Leslie Moore's A.G. Edwards & Sons, Inc. Experience July 1997 - April 2001
Job Practice Manager at Armstrong Wealth Management Group
Industry Financial Services
Experience
Armstrong Wealth Management Group   November 2009 - Present
Armstrong Wealth Management Group   September 2002 - Present
Mutual Savings Bank  April 2001 - September 2002
A.G. Edwards & Sons, Inc.   July 1997 - April 2001

Education
College for Financial Planning   2009 — 2011
RP®, Registered Paraplanner(SM), Foundations of Financial Planning Certification

Florence Darlington Technical College   1995 — 1997
AA, Accounting

Francis Marion University   1992 — 1994

Adam Wittan Adam Wittan Orlando, Florida Area Details
Adam Wittan's A.G. Edwards & Sons, Inc. Experience 1999 - 2003
Job Vice President Portfolio Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  April 2013 - Present
SunTrust Bank  2008 - March 2013
U.S. Trust - Bank of America Private Wealth Management   2006 - 2008
Merrill Lynch, Pierce, Fenner & Smith, Inc   2004 - 2006
A.G. Edwards & Sons, Inc.   1999 - 2003
Equis Corporation  1998 - 1999

Skills
Alternative Investments, Customer Relations, Problem Solving, Investments, Portfolio Management, Financial Modeling, Customer Service, Analysis, Valuation, Loans, Asset Management, New Business Development, Due Diligence, Financial Analysis, Relationship Management, Wealth Management, Start-ups, Risk Management, Fixed Income, Equities, Investment Strategies, Asset Allocation, Capital Markets, Investment Advisory

Education
Emory University - Goizueta Business School   2009 — 2012
MBA, Finance

University of Virginia
BA, Economics

Bob Zahnweh Bob Zahnweh Greater St. Louis Area Details
Bob Zahnweh's A.G. Edwards & Sons, Inc. Experience 1999 - 2008
Job Media Producer/History Explorer
Industry Financial Services
Experience
Wells Fargo Advisors - Video & Digital Media Team   2009 - Present
Freelance Video Producer  1990 - Present
Saint Louis University  2010 - 2013
Saint Louis University  August 2010 - December 2010
A.G. Edwards & Sons, Inc.   1999 - 2008
KETC/Channel 9   1994 - 1999

Skills
Digital Media, Video, Video Production, Broadcast, Television, Video Editing, Corporate Communications, Web Video, Marketing Communications, Creative Direction, Digital Marketing, Creative Strategy, Integrated Marketing, Documentaries, Post Production, Videography, Producing, Avid, Graphic Design

Education
Central Methodist College

Central Missouri State University
Bachelor of Science (BS), Communication, Journalism, and Related Programs

Phillip Streible, AAMS Phillip Streible, AAMS Chicago, Illinois Details
Phillip Streible, AAMS's A.G. Edwards & Sons, Inc. Experience May 2002 - August 2003
Job Senior Market Strategist at RJO Futures, A Division of R.J. O'Brien
Industry Financial Services
Experience
RJO Futures  October 2011 - Present
MF Global / Lind-Waldock   January 2008 - October 2011
Lind-Waldock  August 2004 - January 2008
Investment Analysis Group   August 2003 - August 2004
A.G. Edwards & Sons, Inc.   May 2002 - August 2003

Skills
Options, Equities, Management, Hedging, Electronic Trading, Finance, Trading, Bloomberg, Technical Analysis, Trading Strategies, Commodity, CRM, Proprietary Trading, Derivatives, Risk Management, Managed Futures, Securities, Trading Systems, Financial Markets, FINRA, Alternative Investments, FX Options, Commodity Markets, Volatility, Fixed Income, Options Strategies, Equity Trading, FX trading, Hedge Funds, Foreign Exchange, Currency, Equity Derivatives, Portfolio Management, ETFs, Capital Markets, Series 7, Swaps, Market Making, Investment Strategies, Futures Trading, Traders, Bonds, Market Data, Asset Allocation, Asset Management, Series 63, Investments, Arbitrage, Investment Banking, Skateboarding

Education
College for Financial Planning   2002 — 2003
Accreditted Asset Management Specialist

Purdue University   1998 — 2002
Bachelor of Science, Finance and Economics

Jo Ann Mach Jo Ann Mach Lincoln, Nebraska Details
Jo Ann Mach's A.G. Edwards & Sons, Inc. Experience June 2004 - June 2009
Job Registered Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   June 2009 - Present
A.G. Edwards & Sons, Inc.   June 2004 - June 2009
Skelgas/Ferrellgas   January 1992 - May 2004

Skills
Retirement Planning, Microsoft Excel, Insurance, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Portfolio Management

Education
Doane College
Bachelor of Business Administration (B.B.A.), Management

Ryan Miracle, CFP®, AIF® Ryan Miracle, CFP®, AIF® Charlottesville, Virginia Area Details
Ryan Miracle, CFP®, AIF®'s A.G. Edwards & Sons, Inc. Experience 2000 - 2004
Job Weaver Wealth Advisors
Industry Financial Services
Experience
Weaver Wealth Advisors   April 2014 - Present
LPL Financial  2005 - April 2014
Merrill Lynch  2004 - 2005
A.G. Edwards & Sons, Inc.   2000 - 2004

Skills
IRAs, 401k Rollovers, Strategic Financial..., Uniform Combined State..., Long-term Care, Variable Annuities, Investment Advisory, Fixed Annuities, Asset Allocation, Financial Advisory, Retirement, Mutual Funds, Series 7, Wealth Management, Estate Planning, Life & Health Insurance..., Trust Services, Socially Responsible..., Indexed Annuities, Stocks, Bonds, LGBT Individual and..., Retirement Income..., Investments, Securities, Financial Services, Financial Planning, Finance

Education
College for Financial Planning

Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Biology

Dodie Kasden Dodie Kasden Saint Louis, Missouri Details
Dodie Kasden's A.G. Edwards & Sons, Inc. Experience October 1999 - February 2008
Job Operations Coordinator & Administrative Assistant
Industry Facilities Services
Experience
Greater St. Louis Area  July 2012 - July 2014
Maravelle Catering   2011 - 2012
Poynter Landscape Architecture & Construction   February 2008 - April 2011
A.G. Edwards & Sons, Inc.   October 1999 - February 2008

Skills
Forecasting, Inventory Management, Retail, Human Resources, Process Scheduler, Purchasing, Process Improvement, Management, Strategic Sourcing, Networking, Databases, SAP, Microsoft Office, Procurement

Education
Central Methodist College
Elementary Education and Teaching

Rebecca Kortman Rebecca Kortman Summit, New Jersey Details
Rebecca Kortman's A.G. Edwards & Sons, Inc. Experience 1998 - 2006
Job Sr. Executive Assistant at Celgene
Industry Pharmaceuticals
Experience
Celgene  August 2009 - Present
Morgan Stanley Smith Barney  May 2007 - January 2009
RSW Executive Search   2006 - 2007
A.G. Edwards & Sons, Inc.   1998 - 2006

Skills
Customer Service, Research, Microsoft Excel, Microsoft Word, PowerPoint, Sales Support, Customer Relations, Administrative..., Pharmaceutical Industry, Microsoft Office, Outlook, Training, Recruiting, Administrative...

Education
College of Saint Elizabeth
Legal Studies

Alfred Stovall Alfred Stovall Fort Wayne, Indiana Area Details
Alfred Stovall's A.G. Edwards & Sons, Inc. Experience 2004 - 2005
Job Broker at Bradley Company
Industry Commercial Real Estate
Experience
Bradley Company  March 2012 - Present
One Resource Financial Consultants   January 2010 - August 2010
Continental Sales Group, Inc.   2005 - 2009
A.G. Edwards & Sons, Inc.   2004 - 2005
Corporate Sales Group, Inc.   2000 - 2004
The Cellular Shoppe   1989 - 2000
Lincoln Financial Group  1986 - 1989

Skills
Commercial Real Estate, Disposition, Acquisitions, Leases, Real Estate Development, Real Estate Transactions, Marketing, Real Estate, Investments, Real Estate Economics, Brokerage, Contract Negotiation, Investors, Corporate Real Estate, Location Intelligence, Investment Properties

Education
Duke University   1982 — 1986
Bachelor of Arts, Public Policy Studies

Leo High School   1978 — 1982
High School Diploma, College Preparatory

Scott Greenfield Scott Greenfield Portland, Oregon Area Details
Scott Greenfield's A.G. Edwards & Sons, Inc. Experience January 1995 - August 1997
Job
Industry Executive Office
Experience
Intel Corporation  April 2013 - July 2015
Intel Capital  September 2005 - March 2013
Intel Corporation  July 2011 - September 2011
Intel Corporation  June 2008 - August 2008
Intel Corporation  May 2004 - August 2005
Intel Corporation  May 2001 - April 2004
Intel Corporation  August 1999 - April 2001
ING Barings  June 1998 - August 1998
A.G. Edwards & Sons, Inc.   January 1995 - August 1997

Skills
Mergers & Acquisitions, Strategy, Finance, Competitive Analysis, Business Development, New Business Development, Business Strategy, Valuation, Strategic Financial..., Mergers

Education
Washington University in St. Louis   1997 — 1999
MBA, Finance

Colby College   1989 — 1993
BA, International Studies, Government

The Hebrew University   1991 — 1992
Jerusalem, Israel, Rothberg International School

Nina Johnsrud Nina Johnsrud Greater New York City Area Details
Nina Johnsrud's A.G. Edwards & Sons, Inc. Experience 1991 - 1994
Job Experienced Credit Officer in Commercial Lending
Industry Financial Services
Experience
GE Capital  2015 - Present
Sabbatical  2009 - 2014
GE Capital  1997 - 2009
RogersCasey  1996 - 1997
Gabelli Asset Management  1995 - 1996
A.G. Edwards & Sons, Inc.   1991 - 1994
Salomon Smith Barney  1989 - 1991
Ehrlich Bober & Co.   1988 - 1989
Salomon Smith Barney  1985 - 1988

Skills
Credit, Corporate Finance, Portfolio Management, Capital Markets, Loans, Credit Analysis, Credit Risk, Financial Structuring, Asset Based Lending, Structured Finance, Investments, Risk Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, Finance

Wellesley College   1981 — 1985
BA, Mathematics, Economics

The London School of Economics and Political Science (LSE)   1983 — 1984
Junior Yr Abroad, Economics and Mathematics

Dwight Bejec Dwight Bejec Greater Chicago Area Details
Dwight Bejec's A.G. Edwards & Sons, Inc. Experience April 2004 - December 2006
Job Digital Marketing Director, Start up Board Member
Industry Marketing and Advertising
Experience
HALFSTACK MAGAZINE  April 2012 - Present
RTC  May 2013 - December 2013
Navistar Inc  June 2011 - May 2013
Experian  December 2006 - June 2011
A.G. Edwards & Sons, Inc.   April 2004 - December 2006

Skills
Relationship Management, Account Management, Leadership, Process Improvement, CRM, Risk Management, Sales, Credit, Strategic Planning, Forecasting, Management, Sales Management, Financial Services, Sales Operations, New Business Development, Sales Process, Entrepreneurship, Training, Interviews, Time Management, Analytics, Strategy, Customer Retention, Business Development, Salesforce.com, Lead Generation, Pricing, Analysis, Cross-functional Team..., Team Leadership, Marketing, Team Building, Competitive Analysis, Program Management, Social Media, Business Analysis, B2B, Sales Presentations, Marketing Strategy, Selling, Budgets, Market Research, Cold Calling

Education
Cedarville University   1994 — 1999
Bachelors of Arts

Peter Frawley Peter Frawley Greater Detroit Area Details
Peter Frawley's A.G. Edwards & Sons, Inc. Experience July 2004 - August 2007
Job Financial Consultant/Sr. VP CoreCap Investments
Industry Financial Services
Experience
Core Capital Investments   June 2012 - Present
Leonard & Company  June 2011 - June 2012
Robert W. Baird & Co.   August 2007 - February 2011
A.G. Edwards & Sons, Inc.   July 2004 - August 2007
Colorado State University  January 2000 - March 2004

Skills
Alternative Investments, Investments, Portfolio Management, Equities, Fixed Income, Retirement Plan..., Corporate Finance, Retirement Planning, Series 7, Financial Services, Due Diligence, Mutual Funds, Asset Allocation, Finance, Private Equity, Wealth Management, Series 63

Education
Colorado State University   1994 — 1999
History B.A., History, Political Science, Anthropology, Economics

Troy High School   1989 — 1993

Bob Stout Bob Stout Wilmington, Delaware Details
Bob Stout's A.G. Edwards & Sons, Inc. Experience June 1990 - June 2003
Job Financial Representative at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC   September 2010 - Present
Cadaret Grant & Co   July 2003 - September 2010
A.G. Edwards & Sons, Inc.   June 1990 - June 2003

Skills
Investments, IRAs, Mutual Funds, Stocks, ETFs, Variable Annuities, 529 Plans, Life Insurance, Term Life Insurance, Wealth Management, Retirement Planning, Tax-advantaged..., Personal Financial..., Securities, Financial Advisory, Asset Allocation, Series 7, Finance

Education
East Carolina University
Bachelor of Arts (BA), Political Science and Government

Wesley College

Bill Putnam Bill Putnam Greenville, South Carolina Details
Bill Putnam's A.G. Edwards & Sons, Inc. Experience 1997 - 2007
Job First Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2007 - Present
A.G. Edwards & Sons, Inc.   1997 - 2007
Interstate Johnson Lane  1987 - 1997

Skills
Investments, Retirement Planning, Financial Services, 401k

Education
Clemson University   1964 — 1968
Bachelor of Science (BS), Mechanical Engineering

Jose Freyre, MBA, CFP® Jose Freyre, MBA, CFP® Greater Milwaukee Area Details
Jose Freyre, MBA, CFP®'s A.G. Edwards & Sons, Inc. Experience January 2003 - December 2007
Job Monarch Wealth Management
Industry Financial Services
Experience
Monarch Wealth Management, Inc.   December 2007 - Present
A.G. Edwards & Sons, Inc.   January 2003 - December 2007
Synergy Consulting Group   2001 - 2003
Xpedior, Inc  2000 - 2001
Norstan Consulting, Inc.   1998 - 2000
Allied Computer Group, Inc.   1993 - 1997
US Navy  1986 - 1991

Skills
Retirement Planning, Business Planning, Wealth Management, Strategic Financial..., Investment Management, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Financial Planners, Investments, Investment Advisory, Securities, Asset Managment, Pensions, 401k

Education
Quinlan School of Business, Loyola University Chicago   2000 — 2002
MBA, Corporate Finance, Investment Management

Cardinal Stritch University   1997 — 1999
BS, Business Administration

Marquette University   1990 — 1992

Rebecca Gosses Rebecca Gosses Port Charlotte, Florida Details
Rebecca Gosses's A.G. Edwards & Sons, Inc. Experience January 1995 - June 2003
Job General Manager at Papa Johns
Industry Restaurants
Experience
Papa Johns  June 2013 - Present
A.G. Edwards & Sons, Inc.   January 1995 - June 2003

Skills
Restaurant Management, Restaurants, Food Service, Food & Beverage, Menu Development, Income Statement, Food, New Restaurant Openings, Inventory Management

Education
Port Charlotte High School   1989 — 1990
High School Diploma

Edison Community College
Associate of Arts (AA), Almost Finished!!

Janet Bone, CFP Janet Bone, CFP Greater St. Louis Area Details
Janet Bone, CFP's A.G. Edwards & Sons, Inc. Experience May 1986 - July 2009
Job Senior Vice President Investments, Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2012 - Present
Wells Fargo Advisors (formerly A.G. Edwards)   July 2009 - January 2012
A.G. Edwards & Sons, Inc.   May 1986 - July 2009
Missouri State Bank & Trust Co.   April 1983 - April 1986

Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Mutual Funds, Retirement, Securities, Investment Strategies, IRAs, Fixed Annuities, Portfolio Management, Asset Managment, Strategic Financial..., Bonds, Unit Investment Trusts

Education
College for Financial Planning   1988 — 1990
Certified Financial Planner, Finance and Financial Management Services

Eastern Illinois University   1981 — 1983
B.S. in Business, Marketing/Personnel Management

Ned Osterhus Ned Osterhus Stamford, Connecticut Details
Ned Osterhus's A.G. Edwards & Sons, Inc. Experience April 1998 - April 2003
Job
Industry Financial Services
Experience
The Benchmark Company  August 2005 - March 2010
Blaylock & Partners  May 2003 - November 2004
A.G. Edwards & Sons, Inc.   April 1998 - April 2003

Skills
Sales, Creative Problem Solving, Timely Decision Making, Positive Reinforcement

Education
Denison University   1982 — 1986
BA

The Taft School   1978 — 1982

Brett Riekena, CFP® Brett Riekena, CFP® Peoria, Illinois Details
Brett Riekena, CFP®'s A.G. Edwards & Sons, Inc. Experience August 2006 - December 2006
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial  May 2011 - Present
AXA Advisors  March 2010 - April 2011
US Bank  November 2007 - December 2008
SIU Credit Union  January 2007 - May 2007
A.G. Edwards & Sons, Inc.   August 2006 - December 2006
Regions Bank  May 2006 - August 2006

Skills
Risk Management, Finance, Investments, Marketing, Term Life Insurance, Financial Planning, Disability Insurance

Education
College for Financial Planning   2009 — 2009
CFP Certification Professional Education Program, Financial Planning

Southern Illinois University, Carbondale   2003 — 2007
Bachelor of Science, Finance

Macquarie University   2005 — 2005
BS, Finance

Kelly Britt Kelly Britt Greater St. Louis Area Details
Kelly Britt's A.G. Edwards & Sons, Inc. Experience March 2000 - March 2001
Job Real Estate Consultant at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty STL  May 2004 - Present
Wells Fargo Home Mortgage  March 2001 - May 2003
A.G. Edwards & Sons, Inc.   March 2000 - March 2001
A.G. Edwards   July 1998 - March 2000

Skills
Contract Negotiation, Time Management, Multi Tasking, Project Coordination, Coordinating Events, Financial Analysis, Marketing Strategy

Education
Saint Louis University   1998 — 2004
MBA, Finance

Carroll University   1994 — 1997
BS, Finance & Accounting

Lutheran South High School   1990 — 1994

Susan Pearlman, CFP® Susan Pearlman, CFP® Huntington, New York Details
Susan Pearlman, CFP®'s A.G. Edwards & Sons, Inc. Experience June 1984 - September 2009
Job Atlantic Financial Group, Certified Financial Planner
Industry Financial Services
Experience
Atlantic Financial Group, LLC   July 2012 - Present
Raymond James Finanacial Services   September 2008 - July 2012
A.G. Edwards & Sons, Inc.   June 1984 - September 2009

Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Financial Services, Wealth Management, Financial Planners, Asset Allocation, Securities, Financial Goals, Series 7, Series 63, Mutual Funds, Investment Strategies, Retirement Income..., Retirement Income...

Education
College for Financial Planning   2001 — 2009
CFP®, Certified Financial Planner

University at Albany, SUNY   1980 — 1984
B.S., Economics

Sachem High School

Lawrence Spyke Lawrence Spyke Cleveland/Akron, Ohio Area Details
Lawrence Spyke's A.G. Edwards & Sons, Inc. Experience June 2002 - October 2003
Job Marketing Manager at Grand Rock Exhaust Company
Industry Marketing and Advertising
Experience
Grand Rock Exhaust Company   December 2014 - Present
Spyke Marketing LLC   February 2014 - Present
Green Road Waste & Recycling   February 2014 - December 2014
Larmco Windows  February 2012 - February 2014
Mitchell's Ice Cream, Inc.   August 2007 - February 2012
RtistikDesign   February 2006 - February 2012
The Party Animal, Inc.   October 2004 - October 2005
A.G. Edwards & Sons, Inc.   June 2002 - October 2003
Hickok, Inc.   August 1998 - April 2001

Skills
Operations Management, Training & Development, Marketing Strategy, Product Development, Marketing Management, Retail, Strategic Planning, Market Analysis, Business Strategy, Customer Relations, Product Management, Business Planning, Entrepreneurship, Marketing, Human Resources, Hiring, Onboarding, Direct Marketing, Retail Marketing, Process Improvement, Advertising, Business Development, Customer Service, Supervising, E-commerce, Budgets, Customer Satisfaction, Lead Generation, Market Research, B2B

Education
Case Western Reserve University - Weatherhead School of Management   1998 — 2001
M.B.A., Marketing

Cleveland Institute of Art   1992 — 1997
B.F.A., Graphic Design

John Staub John Staub North Port, Florida Details
John Staub's A.G. Edwards & Sons, Inc. Experience August 1996 - June 2008
Job Senior Programmer/Analyst at SunEdison Semiconductor
Industry Information Technology and Services
Experience
SunEdison Semiconductor  June 2015 - Present
Uberlegen Technology Group   October 2010 - June 2015
Wells Fargo Advisors, LLC  August 2009 - May 2010
Wells Fargo Advisors  April 2009 - August 2009
Wachovia Securities, LLC  July 2008 - March 2009
A.G. Edwards & Sons, Inc.   August 1996 - June 2008
Computer Sciences Corporation  January 1986 - August 1996

Skills
VB.NET, Visual Basic, VBA, Crystal Reports, COBOL, Oracle SQL, PL/SQL, Sybase, Toad, JCL, Autosys, Windows, Microsoft Office, Unix Shell Scripting, Lotus Notes, Tortoise SVN, ClearCase, Software Development, Testing, User Acceptance Testing, Debugging, Troubleshooting, Software Deployment, Production Support, Mentoring, Financial Systems, Manufacturing Systems, Government Contracting, Security Clearance, Oracle, SQL, Requirements Analysis, Analysis, Business Process

Education
Concordia University-Wisconsin   1994 — 1998
BA, Management & Communications

McKendree University   1990 — 1993
Computer Science

Southwestern Illinois College   1989 — 1993
Computer Science

Monica Kennedy Monica Kennedy Sarasota, Florida Area Details
Monica Kennedy's A.G. Edwards & Sons, Inc. Experience 1992 - 1995
Job Vice President at Elite Weiler Pools
Industry Construction
Experience
Elite Weiler Pools   August 2009 - Present
Elite Solar Services   December 2008 - Present
www.MonicaKennedy.com   2006 - 2007
A.G. Edwards & Sons, Inc.   1992 - 1995
Southern Power Equipment   1990 - 1992

Skills
Business Planning, Networking, Consumer Education, Solar Energy, Sales, Photovoltaics, Green Building, Solar PV, Energy Efficiency, Renewable Energy, Sustainable Energy, Solar Thermal, Energy Conservation, Entrepreneurship, Energy, Energy Audits, LEED, Alternative Energy, Construction Management, Residential Homes, New Business Development, Sustainability, Energy Management, Energy Policy, Sustainability...

Education
Central Michigan University   1985 — 1989
B.S. in Business Administraton, Finance

University of Tampa - John H. Sykes College of Business   1985 — 1989
Business

Ravenna High School

Tony Pochiro Tony Pochiro Cleveland/Akron, Ohio Area Details
Tony Pochiro's A.G. Edwards & Sons, Inc. Experience May 2002 - November 2007
Job Unknown
Industry Consumer Services
Experience
AG Edwards  May 2002 - November 2007
A.G. Edwards & Sons, Inc.   May 2002 - November 2007

Education
Cleveland State University   1996 — 1998

Youngstown State University   1988 — 1992
BEChE, Chemical Engineering

Boardman High School   1985 — 1988

Randy Winkler, CFP® Randy Winkler, CFP® Elm Grove, Wisconsin Details
Randy Winkler, CFP®'s A.G. Edwards & Sons, Inc. Experience 2002 - February 2005
Job Central Planning Manager at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management  September 2014 - Present
Annex Wealth Management  January 2012 - Present
Harris Investor Services  September 2008 - January 2012
Community Financial Services   June 2007 - September 2008
Disciplined Financial Services   February 2005 - April 2006
A.G. Edwards & Sons, Inc.   2002 - February 2005

Skills
Retirement Planning, Wealth Management, 401k Rollovers, Asset Allocation, Mutual Funds, Series 7, Retirement, Estate Planning, Financial Advisory, Investments, Securities, Strategic Financial..., Asset Managment, Life Insurance, Investment Management, Portfolio Management, Investment Advisory, Financial Planning

Education
U.W. Milwaukee   1989 — 1990
BA, Mathematics

U.W. Waukesha   1986 — 1989
AS, Computer Science

College for Financial Planning
AAMS, Accredited Asset Management Specialist

College for Financial Planning
CERTIFIED FINANCIAL PLANNER

Edward Swibold Edward Swibold Norfolk, Virginia Area Details
Edward Swibold's A.G. Edwards & Sons, Inc. Experience September 2002 - March 2004
Job Senior Financial & Health Care Professional
Industry Individual & Family Services
Experience
Department of Social Services, State of Connecticut   December 2006 - August 2014
Wachovia Securities Financial Network  October 2004 - December 2005
Coburn & Meredith, Inc.   March 2004 - October 2004
A.G. Edwards & Sons, Inc.   September 2002 - March 2004
Merrill Lynch  April 1999 - September 2002
Paine Webber  August 1998 - April 1999

Skills
Strategic Planning, Team Building, Leadership, Customer Service, Natural liaison, Creative problem solver, Cross-functional Team..., Lasting relationship..., Relationship Management, Medicaid, Medicare, Long-term Care, Mentoring, Developing efficiences..., Conflict Resolution, Financial Services, Life Insurance, Process Improvement, Marketing, Retirement Planning, Nonprofits, Management, Consulting, Insurance, Investments, Leadership Development, Financial Planning, Portfolio Management, Negotiation, Proficient in both PC &..., Proficient with Word,...

Education
Central Connecticut State University   1981 — 1984
Bachelor's degree

The College of Wooster   1980 — 1981

Salisbury School, Salisbury Connecticut   1977 — 1980

Six sigma

Gary Ford, CFA Gary Ford, CFA Greater St. Louis Area Details
Gary Ford, CFA's A.G. Edwards & Sons, Inc. Experience 1985 - 1989
Job Equity Reseach Analyst
Industry Financial Services
Experience
Ford Family Investment Trusts   2001 - Present
Southeast Research Partners   1996 - 2001
H. C. Wainwright & Co.   1995 - 1996
Adams & Cohen   1994 - 1995
Smith Barney  1992 - 1994
A.G. Edwards & Sons, Inc.   1985 - 1989

Skills
Equity Research, Financial Analysis, Equities, Institutional Sales, Investment Banking, Institutional Research, Investments, Economics, International Economics, Equity Capital Markets, Institutional Investors, Institutional..., Portfolio Management, Financial Modeling, Asset Managment, Private Equity, Statistics, Mortgage Banking, Commercial Banking, Department..., Department Start-up, Customer Oriented, Customer Acquisition, Real Estate Economics, Pacific Islands, Asia Pacific, South East Asia, Guitarist, Poker, Casino Gaming, World Travel, Finance, insti, equit, Corporate Finance, Investor Relations, Options

Education
Columbia University - Columbia Business School   1991 — 1992
MBA, Finance and Economics

Washington University in St. Louis - Olin Business School   1983 — 1987
BSBA, Finance and Economics

Josh Knopp Josh Knopp Greater St. Louis Area Details
Josh Knopp's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job VP, Sr. Business Leader at MasterCard, CISSP
Industry Information Services
Experience
MasterCard  August 2009 - Present
PCI Security Standards Council  August 2009 - Present
SAVVIS  November 2005 - August 2009
Brown Smith Wallace  2002 - 2005
A.G. Edwards & Sons, Inc.   2000 - 2002

Skills
PCI DSS, CISSP, Penetration Testing, Security, Information Security..., Information Security, Payment Industry, Network Security, Vulnerability Assessment, Data Security, Firewalls, Security Awareness, Vulnerability Management, Network Architecture, IT Audit, Data Privacy, Payment Systems, ISO 27001, Information Technology, IPS, IDS, Data Center, Computer Security, Encryption, Business Continuity, PKI, Computer Forensics, Mobile Payments, EMV, Debit Cards, Electronic Payments, Smart Cards, Acquiring

Education
University of Missouri-Columbia   2014 — 2016
Executive MBA

Charter Oak State College
Bachelor of Science (BS), General Studies, Information Systems

Melissa Harrison, CHRS, GBA Melissa Harrison, CHRS, GBA Rockport, Texas Details
Melissa Harrison, CHRS, GBA's A.G. Edwards & Sons, Inc. Experience February 2001 - February 2002
Job Executive Vice President, Employee Benefits
Industry Insurance
Experience
Higginbotham  October 2007 - Present
Coastal Bend SHRM   January 2006 - October 2014
HRH  February 2002 - October 2007
A.G. Edwards & Sons, Inc.   February 2001 - February 2002
Ameriprise Financial Services, Inc.   February 1999 - February 2001
Ameriprise Financial Services, Inc.   April 1997 - January 1999
Graco  February 1996 - April 1997

Skills
Employee Benefits, Insurance, Benefits Administration, Health Insurance, Deferred Compensation, Employee Relations, Performance Management, Human Resources, HRIS, Team Building, Disability Insurance, Strategic Planning, Organizational..., Brokers, Payroll, Leadership Development, Public Speaking, Healthcare Management, Health Care Reform, Compliance, Compensation & Benefit, Benefits Design, Dental Insurance, Cafeteria Plans, COBRA, Health Savings Accounts, FMLA, Commercial Insurance, Term Life Insurance, Strategy, Risk Management, Property & Casualty..., Long-term Care, Life Insurance, Personnel Management, Employee Wellness, Claim

Education
University of the Incarnate Word   2012 — 2013
Master of Business Administration (MBA)

University of the Incarnate Word
Bachelor of Arts, Human Resources & Business Administration

Del Mar College
Associates Degree, Business Administration

CJ Morgan CJ Morgan Geneva, Illinois Details
CJ Morgan's A.G. Edwards & Sons, Inc. Experience January 2006 - May 2008
Job Financial Advisor
Industry Financial Services
Experience
Stifel Nicolaus  April 2009 - Present
Wells Fargo Advisors  December 2008 - April 2009
Wachovia Securities Financial Network  May 2008 - December 2008
A.G. Edwards & Sons, Inc.   January 2006 - May 2008

Skills
401k, Analysis, Asset Allocation, Financial Advisory

Education
Carroll College   2000 — 2005
Mathematics

Brandon Fett Brandon Fett Greater Chicago Area Details
Brandon Fett's A.G. Edwards & Sons, Inc. Experience July 2006 - December 2006
Job Research Analyst at Cushman & Wakefield
Industry Government Administration
Experience
Cushman & Wakefield  December 2014 - Present
Cushman & Wakefield  January 2013 - Present
Cushman & Wakefield  2012 - 2013
Kane County Planning and Development Department   April 2010 - August 2010
A.G. Edwards & Sons, Inc.   July 2006 - December 2006

Skills
Project Planning, Policy, Research, Negotiation, Microsoft Office, GIS, Operating Budgets, Print Management, Customer Service, Economics, Real Estate Economics, Quality Assurance, Quality Management, Urban Planning, Economic Development, Budgets, Zoning, Analysis, Land Use, Finance, Sales, Land Use Planning, Sustainability, ArcGIS, Proposal Writing, Community Development, Local Government, Public Policy, Policy Analysis, Real Estate Development, Grants, Community Outreach, Transportation Planning, Access, Data Analysis, Redevelopment, Real Estate, Argus Modeling

Education
University of Illinois at Chicago   2008 — 2010
Master's Degree, Urban Planning and Policy

Eastern Illinois University   2002 — 2006
B.A. Degree, Political Science; Public Administration

Christopher K. Griffith, CFP®,CPWA® Christopher K. Griffith, CFP®,CPWA® Greater Boston Area Details
Christopher K. Griffith, CFP®,CPWA®'s A.G. Edwards & Sons, Inc. Experience June 2001 - September 2007
Job Sr. Vice President Wealth Mgm't Griffith Wheelwright Wealth Management Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
UBS Wealth Management  September 2007 - September 2015
A.G. Edwards & Sons, Inc.   June 2001 - September 2007

Skills
Wealth Management, Investment Management, Retirement Planning, Charitable Giving, High Net Worth Planning, Financiall Planning, Investment Advisory, Estate Planning, Wealth Transfer

Education
The University of Chicago - Booth School of Business - in collaboration with IMCA   2011 — 2011
Certified Private Wealth Advisor™ - CPWA®

Certified Financial Planner Board of Standards   2004 — 2006
CERTIFIED FINANCIAL PLANNER™ - CFP®

College for Financial Planning   2001 — 2001
AAMS®, Portfolio Management

Clark University   1997 — 2001
B.A., Economics & Finance

Manuel Monasterio Manuel Monasterio Santa Fe, New Mexico Details
Manuel Monasterio's A.G. Edwards & Sons, Inc. Experience December 2002 - May 2007
Job Branch Manager/Vice PresidentWealth Management/Wealth Advisor, Vazquez Wealth Mgmt Group, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   November 2008 - Present
NMSA Circle of the Arts   2014 - 2014
Santa Fe Community Foundation  2012 - 2013
Fine Arts for Children and Teens   2010 - 2011
Wachovia, A Wells Fargo Company  May 2007 - November 2008
A.G. Edwards & Sons, Inc.   December 2002 - May 2007
The Reel Life   1995 - 2002

Education
Duke University   1984 — 1988
BA, Psychology

Pine Crest School   1982 — 1984

Caribbean School   1973 — 1982

Club Deportivo

The University of Chicago Booth School of Business

The University of Chicago Booth School of Business

The University of Chicago Booth School of Business

The University of Chicago Booth School of Business

David Russell Schilling David Russell Schilling Greater Boston Area Details
David Russell Schilling's A.G. Edwards & Sons, Inc. Experience April 1999 - December 2004
Job Writer, Researcher IndustryTap.com Open Networker 4.5k+ Seeking high tech experts & inventors for articles, podcasts.
Industry Information Technology and Services
Experience
E.F. Schilling & Sons, Inc.   June 2006 - Present
Citizens Investment Services  July 2005 - May 2006
A.G. Edwards & Sons, Inc.   April 1999 - December 2004
Telergy Network Services, Inc.   January 1998 - April 1999
Pacific Link Multimedia Services, Inc., Tokyo   June 1993 - May 1995
U.S. Trust Company   May 1986 - May 1987
American Stock Exchange, New York   August 1985 - October 1986

Skills
Social Media Marketing, Social Media, Investments, Advertising, Public Relations, Marketing, Blogging, Researchers, Marketing Strategy, Sales, Digital Marketing, Corporate Communications, Email Marketing, Online Marketing, Media Relations, Business Development, Entrepreneurship, Research, Lead Generation, Portfolio Management, Publishing, Content Management, Management, Start-ups, Strategy, Strategic Communications, Mutual Funds, Web Content, New Media, Social Networking, Digital Media, Market Research, Integrated Marketing, Leadership, Online Advertising, SEO, Direct Marketing, Marketing Communications, Strategic Partnerships, Copywriting, Content Strategy, Content Development, Business development

Education
Cornell University   1982 — 1985
BS, ILR (Pre-Law/Economics)

Syracuse University   1981 — 1982
john schilling, Liberal Arts and Sciences, General Studies and Humanities

Hobart William Smith   1980 — 1981
Liberal Arts and Sciences/Liberal Studies

Mercersburg Academy   1979 — 1980

Fayetteville Manlius   1976 — 1978

Paul Maher, CRPC® Paul Maher, CRPC® Santa Fe, New Mexico Area Details
Paul Maher, CRPC®'s A.G. Edwards & Sons, Inc. Experience November 2006 - January 2008
Job Financial Advisor/Owner at Santa Fe Wealth Advisors
Industry Financial Services
Experience
Santa Fe Wealth Advisors   May 2011 - Present
Wells Fargo Advisors, LLC  January 2009 - April 2011
Wachovia Securities, LLC  January 2008 - January 2009
A.G. Edwards & Sons, Inc.   November 2006 - January 2008
Profits Fund Fashion Mfg Ltd.   November 2002 - August 2006
My Company & Associates   March 1978 - November 2002

Skills
Investments, Retirement Planning, Risk Management, Leadership, Portfolio Management, Mutual Funds, Financial Advisory, Management, Strategic Planning, Estate Planning, Financial Services, Series 7, Strategic Financial..., Entrepreneurship, Investment Advisory, Wealth Management, Securities, Sales, Analysis, Sales Management, Business Planning, Insurance, Gifts, Financial Analysis, Financial Planners, Executive Management, Caring, Term Life Insurance, Asset Management, Business, Life Insurance, A caring spirit, A mind geared to..., The gift of..., Financial Planning, Problem Solving

Education
College for Financial Planning   2006 — 2007
CRPC®, Chartered Retirement Planning Counselor℠

University of Missouri-Kansas City   1971 — 1974
Economics & Psychology

University of Maryland-Munich   1965 — 1967
Poltical Science/Liberal Arts

Jesuit High School/Jesuit College Prep   1961 — 1965
Preparation for success with college studies

William Vanaman William Vanaman Seaford, Delaware Details
William Vanaman's A.G. Edwards & Sons, Inc. Experience September 1999 - July 2003
Job Financial Representative at Transamerica Agency Network
Industry Financial Services
Experience
Transamerica Agency Network  July 2015 - Present
Modern Woodmen of America  September 2014 - June 2015
BBSI  October 2007 - May 2013
AIG-Ameican General   September 2004 - September 2007
A.G. Edwards & Sons, Inc.   September 1999 - July 2003

Skills
Insurance, Finance, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Estate Planning, Financial Planning, Mutual Funds, Investment Advisory, 401k, Investments, Customer Service, Small Business, Strategic Planning, Business Planning, Sales, Team Building, Leadership, Public Speaking, Financial Services

Education
Specific Professional Business Training Courses & Designations   1987 — 2014
Finance- Masters Equivelant acquiring multiple course diploma's, Life & Health Insurance Licenses, Series 6,63,7 achieved 1987-2014

Cornell University   1978 — 1978
English Romantic Poetry/ Creative Writing

Paul D. Schreiber High School   1970 — 1974
High School, Regents High School Diploma

C.W. Post College
Finance and Financial Management Services

Jim Hyre, CAP®/Certified Financial Planner™ Jim Hyre, CAP®/Certified Financial Planner™ Columbus, Ohio Area Details
Jim Hyre, CAP®/Certified Financial Planner™'s A.G. Edwards & Sons, Inc. Experience 1996 - 2000
Job Business Owner/Financial Advisor guiding business owners, professionals and executives to realize their financial goals.
Industry Financial Services
Experience
Hyre Personal Wealth Advisors   2005 - Present
Upper Arlington Chamber of Commerce   September 2009 - Present
Upper Arlington Rotary   January 2008 - Present
McDonald Investments  2000 - 2005
A.G. Edwards & Sons, Inc.   1996 - 2000

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Portfolio Management, Wealth, Financial Planners, Investment Management, Financial Advisory, Investment Advisory, Insurance, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Leadership, Financial Services, Investment Strategies, Series 7, Asset Management, Term Life Insurance, Small Business, Asset Allocation, Management, Employee Benefits, Asset Managment, Finance, 401k, Disability Insurance, Series 63, Long-term Care, Alternative Investments, Pensions, Defined Benefit, Charitable Gifting..., Insurance Planning, Financial Planning, Charitable Giving..., Succession Planning, Securities, Tax, Financial Analysis

Education
The Chartered Advisor in Philanthropy Program   2014 — 2015

The Ohio State University - The Max M. Fisher College of Business   1987 — 1990
Bachelor of Science (B.S.), Finance / Business Administration / Marketing

College for Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER™ Program

Scott Richer CFP® Scott Richer CFP® Greater Boston Area Details
Scott Richer CFP®'s A.G. Edwards & Sons, Inc. Experience August 1992 - February 1993
Job Senior Manager E*TRADE
Industry Financial Services
Experience
E*TRADE Financial  July 2011 - Present
E*Trade Financial  2006 - July 2011
TD Ameritrade  May 1993 - July 2006
A.G. Edwards & Sons, Inc.   August 1992 - February 1993

Skills
Relationship Management, Sales Management, Risk Management, CRM, Leadership, Sales Process, Management, Recruiting, Sales, Finance, Strategic Financial..., Coaching, Marketing Strategy, Asset Allocation, Financial Advisory

Education
St. Lawrence University   1988 — 1992
Bachelor's Degree, Economics

College for Financial Planning   2005 — 2008
Certification, CFP Certification Professional Education Program

Brantly Drapp Brantly Drapp Houston, Texas Area Details
Brantly Drapp's A.G. Edwards & Sons, Inc. Experience November 2004 - April 2005
Job Director of Business Development at iHeartMEDIA Inc.
Industry Marketing and Advertising
Experience
iHeartMedia  October 2010 - Present
Asia Vision, Inc.   September 2009 - October 2010
C&M Marketing and Communications   February 2009 - January 2010
A.G. Edwards & Sons, Inc.   November 2004 - April 2005

Skills
New Business Development, Marketing Strategy, Advertising, Budgeting, Account Management, Negotiation, Integrated Marketing, Marketing Communications, Media Planning, Investments, Marketing, Radio, Leadership, Digital Media, Forecasting, Training, Market Research, Sales, Budgets, Time Management, Finance, Business Development, Salesforce.com

Education
Texas A&M University   1999 — 2004
B.S.

Colorado Technical University   2006 — 2008
MBA

Thomas Boh, CFP® Thomas Boh, CFP® Greater Denver Area Details
Thomas Boh, CFP®'s A.G. Edwards & Sons, Inc. Experience March 2001 - November 2009
Job The Ogard Boh Group | Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co.   November 2009 - Present
A.G. Edwards & Sons, Inc.   March 2001 - November 2009

Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation

Education
College for Financial Planning   2002 — 2005
CFP, Financial Planning

University of Colorado Denver   1987 — 1989
MBA, Finance

Colorado School of Mines   1979 — 1983
BS Geophysics, Geophysics

Chadwick Hargis Chadwick Hargis Indialantic, Florida Details
Chadwick Hargis's A.G. Edwards & Sons, Inc. Experience October 2002 - April 2005
Job Investment Advisor Representative and President of Hargis Financial
Industry Financial Services
Experience
Hargis Financial, LLC.   September 2013 - Present
Ameriprise Financial Services, Inc.   April 2009 - September 2013
UBS Financial Services  April 2005 - April 2009
A.G. Edwards & Sons, Inc.   October 2002 - April 2005

Skills
Strategic Financial..., Series 7, Mutual Funds, Retirement Planning, Insurance, Retirement, Life Insurance, IRAs, Wealth Management, Asset Allocation, Disability Insurance, Long-term Care, Investments, 401k Rollovers, Investing Strategies, Financial Planning, 403 b

Education
University of Central Florida   2000 — 2002
BSBA, Finance

Eastern Florida State College   1996 — 1998
Associates in Science, Psychology

Valarie L. Parker Valarie L. Parker Greater Grand Rapids, Michigan Area Details
Valarie L. Parker's A.G. Edwards & Sons, Inc. Experience March 1993 - April 2009
Job Dir. of Nursery|Children's Ministries at Kingdom Life Ministries
Industry Nonprofit Organization Management
Experience
Kingdom Life Ministries  2006 - Present
A.G. Edwards & Sons, Inc.   March 1993 - April 2009
IBM  September 1992 - February 1993
Chatfield Dean & Co Investment Bankers   March 1991 - August 1992
Buckeye Stamping Co.   June 1988 - February 1991

Skills
Non-profits, Public Speaking, Fundraising, Volunteer Management, Teaching, Leadership Development, Nonprofits, Community Outreach, Coaching, Event Management, Event Planning, Leadership, Program Development, Team Building, Mentoring, Social Media, Social Networking, Public Relations, Staff Development, Training, Conflict Resolution, Organizational..., Policy, Higher Education, Research, Community Development, Administration, Social Services

Education
Cornerstone University
Business Management / Ministry Leadership

Richard Hover, BS, AAMS® Richard Hover, BS, AAMS® Lima, Ohio Area Details
Richard Hover, BS, AAMS®'s A.G. Edwards & Sons, Inc. Experience 2006 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2006 - Present
Wachovia Securities  2007 - 2008
A.G. Edwards & Sons, Inc.   2006 - 2008
Northwest Ohio Literacy Council   2006 - 2008
Riverbend Homeowners Association   2004 - 2006
Ford Motor Company  1999 - 2006
Lima Masonic Center   1999 - 2001
Bank One  November 1997 - March 1999
Citi  March 1995 - November 1997

Skills
Investments, Mutual Funds, Securities, Financial Advisory, Financial Services, Fixed Annuities, Finance, Retirement, Insurance, Retirement Planning, Bonds, 401k, Investment Strategies, Life Insurance, Small Business, Asset Allocation, ETFs, Stocks, Retirement Plan..., Retirement Savings, Point & Figure..., Relative Strength..., Exchange Traded Funds, Varriable Annuities, Indexed Annuities, Structured Products, Certificates of Deposit, 401(k) Rollovers, Fixed-Income Strategies, Investment Planning, Microsoft Office,..., Stock Analysis, Estate Investment..., Concentrated Stock..., Wealth Preservation...

Education
Bowling Green State University   1985 — 1990
Bachelor of Science, Technology; Business & Technology related studies

Lima Senior High School   1980 — 1983

College for Financial Planning
AAMS, Accredited Asset Management Specialist

Elizabeth Brouwer Elizabeth Brouwer Greater Grand Rapids, Michigan Area Details
Elizabeth Brouwer's A.G. Edwards & Sons, Inc. Experience 1990 - 1994
Job Registered Client Relationship Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2009 - Present
Morgan Stanley Smith Barney  June 1994 - June 2009
A.G. Edwards & Sons, Inc.   1990 - 1994

Skills
Series 63, Series 7, Wealth Management

Education
Davenport University   1989 — 1991
Associate of Science, Business

Unity Christian High School   1986 — 1989

Leslie Lau Leslie Lau United States Details
Leslie Lau's A.G. Edwards & Sons, Inc. Experience November 2002 - March 2003
Job MBA 2013 at Columbia Business School
Industry Investment Banking
Experience
Scott-Macon, Ltd.   January 2014 - Present
Columbia Business School  August 2011 - May 2013
Needham & Company  January 2011 - August 2011
Needham & Company  July 2007 - December 2010
Needham & Company  June 2004 - June 2007
A.G. Edwards & Sons, Inc.   November 2002 - March 2003
PDL BioPharma  2003 - 2003

Skills
Financial Modeling, Investments, Valuation, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Bloomberg, Equities, Financial Analysis, Private Equity, Equity Research, Emerging Markets

Education
Columbia University - Columbia Business School   2011 — 2013
MBA, Business

University of California, Berkeley   1999 — 2003
BA, Economics, Business Administration

Michael Heim, CFA Michael Heim, CFA Greater St. Louis Area Details
Michael Heim, CFA's A.G. Edwards & Sons, Inc. Experience December 1989 - November 2007
Job Noble Financial
Industry Banking
Experience
Noble Financial  September 2014 - Present
Saint Louis University  January 2011 - Present
Confluence Asset Management   January 2012 - December 2013
Sawtooth Investment Management   December 2007 - October 2009
A.G. Edwards & Sons, Inc.   December 1989 - November 2007
A.G. Edwards   1989 - 2007

Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Equities, Hedge Funds, Analysis, Equity Valuation, Modeling, Series 7, Equity Research, Valuation, Asset Managment, Portfolio Management, Securities, Investments, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Corporate Finance, Due Diligence, Investment Management

Education
Washington University in St. Louis - Olin Business School   1987 — 1989
MBA, Finance

Carleton College   1982 — 1986
BA, Economics

Henry Wheelwright, AAMS Henry Wheelwright, AAMS Greater Boston Area Details
Henry Wheelwright, AAMS's A.G. Edwards & Sons, Inc. Experience June 2001 - September 2007
Job Senior VP of Wealth Management The Griffith Wheelwright Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  September 2015 - Present
UBS Wealth Management  September 2007 - Present
A.G. Edwards & Sons, Inc.   June 2001 - September 2007

Education
Wealth Advisor Program-UBS Wealth Management Business University   2013 — 2013
Financial Planning

College for Financial Planning   2001 — 2002
AAMS, Accredited Asset Management Specialist

Clark University   1997 — 2001
BA, Economics & Finance

Holly Mohon Holly Mohon Oklahoma City, Oklahoma Area Details
Holly Mohon's A.G. Edwards & Sons, Inc. Experience May 2001 - July 2001
Job 1st VP Loan Operations, Servicing and Documentation
Industry Banking
Experience
MidFirst Bank  August 2005 - Present
Wells Fargo Capital Finance  June 2003 - August 2005
Family Dollar  July 2002 - June 2003
Jonny's at Oak Tree Restaurant   August 1996 - July 2002
A.G. Edwards & Sons, Inc.   May 2001 - July 2001
Association for South-Central Oklahoma Government   June 1996 - July 1996

Skills
Training, Accounting, Finance, Operations Management, Payroll, Banking, Portfolio Management, Financial Analysis, Loans, Data Entry, Cash Management, Cash Flow, Credit, Process Improvement

Education
Cameron University   2001 — 2003
Master of Business Administration (MBA), 3.73

Cameron University   1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance, 3.63

Monica K. Alarcon Monica K. Alarcon Atlanta, Georgia Details
Monica K. Alarcon's A.G. Edwards & Sons, Inc. Experience September 1996 - August 1999
Job Victory loves preparation and creativity.
Industry Venture Capital & Private Equity
Experience
Chess Atlanta   August 2015 - Present
MDesigns International   February 2008 - Present
UBS Wealth Management  April 2000 - February 2008
A.G. Edwards & Sons, Inc.   September 1996 - August 1999
Calgary Polo Club   June 1993 - August 1998

Skills
Microsoft Office, Process Improvement, Microsoft Word, Negotiation, Analysis, Business Analysis, Business Development, Social Media, English, Sales, Event Planning, Business Strategy, Financial Analysis, Sales Management, Retail, Financial Modeling, Strategy, Marketing Communications, Portfolio Management, Finance, Marketing Strategy, Asset Management, Risk Management, Account Management, Start-ups, Investments, Customer Service, Leadership, Marketing, Social Networking, Budgets, Public Speaking, Microsoft Excel

Education
Emory University - Goizueta Business School   2004 — 2007
Master of Business Administration (MBA), International Business

Georgia State University   1999 — 2003
Bachelor's Degree, Finance and Financial Management Services

South Forsyth High School   1997 — 1999
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

TRACY DURBIN TRACY DURBIN Imperial, Missouri Details
TRACY DURBIN's A.G. Edwards & Sons, Inc. Experience 1998 - 2006
Job Marketing & Customer Service at Crystal Heating & Cooling
Industry Marketing and Advertising
Experience
Crystal Heating & Cooling Service, Inc.   November 2011 - February 2015
St. Clair Corporation  2008 - 2011
A.G. Edwards & Sons, Inc.   1998 - 2006

Skills
Marketing, New Business Development, Customer Service, Sales, Confidentiality, Account Management, Finance, Team Leadership, Management, Marketing Communications, Marketing Strategy, High Level Of Accuracy, Business Writing, Advertising, Event Planning, Microsoft Office, Executive Support, Marketing Research, Social Media Marketing, Social Media

Education
Colorado Technical University-Greenwood Village   2007 — 2008
Marketing Manangement

Southern Illinois University, Edwardsville   1992 — 1994
Business Administration and Management, General

Debbie Bangert Gerardi Debbie Bangert Gerardi Greater St. Louis Area Details
Debbie Bangert Gerardi's A.G. Edwards & Sons, Inc. Experience 1999 - 2001
Job Freelance Writer at Gerardi/Writer
Industry Writing and Editing
Experience
Gerardi/Writer   January 1998 - Present
A.G. Edwards & Sons, Inc.   1999 - 2001
Maritz Performance Improvement Company  1994 - 1997
Federal Reserve Bank of St. Louis  1990 - 1994

Skills
Copywriting, Newsletters, Web Design, Content Development, Advertising, Marketing Copy, Marketing, Public Relations, Strategic Communications, Facebook, Nonprofits, Marketing Communications, Social Media, Writing, New Markets Tax Credits, Grant Writing

Education
Washington University in St. Louis   1994 — 1998
MLA

DePauw University   1985 — 1989
BA, English Composition

St. Joseph's Academy   1981 — 1985

Ray Barr Ray Barr Orlando, Florida Area Details
Ray Barr's A.G. Edwards & Sons, Inc. Experience May 2004 - March 2007
Job Quality Assurance Professional Striving for Excellence!
Industry Philanthropy
Experience
Florida United Methodist Children's Home  May 2015 - Present
Save the Manatee Club  April 2013 - April 2015
Hospice of the Comforter Foundation   April 2010 - October 2012
Hospice of the Comforter  April 2010 - January 2012
Winter Park Public Library  March 2007 - April 2010
A.G. Edwards & Sons, Inc.   May 2004 - March 2007
Community Foundation of South Lake County   July 2003 - April 2004
United Methodist Foundation of West Virginia   July 2001 - March 2003

Skills
Fundraising, Non-profits, Philanthropy, Public Speaking, Planned Giving, Strategic Planning, Event Planning, Public Relations, Volunteer Management, Budgets, Event Management, Social Media, Marketing Communications, Estate Planning, Team Building, Annual Giving, Healthcare, Microsoft Office, Marketing, Newsletters, Charities, Community Outreach, Leadership, Media Relations, Organizational..., Nonprofits, Program Management, Training, Grant Writing, Grants, Program Development, Leadership Development, Stewardship, Management, Board Development, Non-profit...

Education
Emory University - Candler School of Theology   1993 — 1998
M.Div. (Master of Divinity), Divinity, Theology, Pastoral Care and Leadership

Emory University School of Law   1993 — 1998
J.D. (Doctor of Law), Law - emphasis on social welfare, poverty and domestic violence issues.

West Virginia Wesleyan College   1991 — 1993
B.A., Religion & Christian Education

West Virginia University   1989 — 1991
Aerospace, Aeronautical and Astronautical Engineering

Justin Pesta Justin Pesta Greater Denver Area Details
Justin Pesta's A.G. Edwards & Sons, Inc. Experience January 2005 - July 2009
Job Field Service Rep
Industry Oil & Energy
Experience
Weatherford  February 2014 - Present
Vanguard Financial LLC   July 2009 - 2014
A.G. Edwards & Sons, Inc.   January 2005 - July 2009
Nova group  2003 - 2004

Skills
Finance, Insurance, Retirement Planning, Financial Advisory

Education
Concordia College   2000 — 2003

University of Oxford

College for Financial Planning
AAMS

Bill Muth Bill Muth Richmond, Virginia Area Details
Bill Muth's A.G. Edwards & Sons, Inc. Experience September 1983 - July 1989
Job SVP, Financial Services at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC  November 2006 - Present
Wells Fargo Advisors  August 1989 - October 2006
A.G. Edwards & Sons, Inc.   September 1983 - July 1989

Skills
Financial Planning, Investment Strategies, Social Security

Education
Rutgers, The State University of New Jersey-Newark   1974 — 1976
Master of Business Administration (M.B.A.), Accounting

Dickinson College   1967 — 1971
Bachelor's degree, Economics

Lower Moreland High School   1963 — 1967
High School

John Fichter John Fichter Littleton, Colorado Details
John Fichter's A.G. Edwards & Sons, Inc. Experience April 1994 - June 2007
Job Stay at Home Father and Husband
Industry Security and Investigations
Experience
SOAR Charter Schools   June 2013 - June 2014
SOAR Charter School at Green Valley Ranch   August 2012 - May 2013
Raymond James Financial, Inc.   June 2007 - October 2010
A.G. Edwards & Sons, Inc.   April 1994 - June 2007

Education
The University of Texas at Austin   1980 — 1981
MBA, Accounting and Finance, 3.5

Emory University   1975 — 1979
BBA, Finance, 3.2

Stanley BPS TPP

Lisa Cargill, APR Lisa Cargill, APR Spokane, Washington Area Details
Lisa Cargill, APR's A.G. Edwards & Sons, Inc. Experience July 2001 - June 2002
Job Senior Account Director at Desautel Hege Communications
Industry Public Relations and Communications
Experience
Desautel Hege Communications  April 2013 - Present
Desautel Hege Communications  April 2003 - Present
B.J. Communications   June 2002 - September 2002
A.G. Edwards & Sons, Inc.   July 2001 - June 2002
Waddell & Reed Financial Services  January 2001 - July 2001

Skills
Brand Management, Copywriting, Editing, Media Relations, Web Content, Press Releases, Crisis Communications, Strategic Communications, Newsletters, Public Relations, Internal Communications, Marketing Strategy, Event Management, Community Outreach, Corporate Communications, Marketing Communications, Marketing

Education
Eastern Washington University   2000 — 2003
BS, Journalism with PR emphasis, Minor in Technical Writing

Todd LaLuzerne Todd LaLuzerne Indianapolis, Indiana Details
Todd LaLuzerne's A.G. Edwards & Sons, Inc. Experience November 2001 - May 2006
Job Passionate about helping people gain confidence in managing their personal investments.
Industry Financial Services
Experience
TD Ameritrade  June 2006 - Present
A.G. Edwards & Sons, Inc.   November 2001 - May 2006
Fidelity Investments  May 2000 - September 2001

Skills
Series 63, Series 7, Series 24, Investments, Asset Allocation, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement Planning, Securities, Portfolio Management, ETFs, Retirement, Financial Services, Sales, Strategic Financial..., Financial Advisory, Asset Management, Investment Strategies, 401k, IRAs, Options, Wealth Management..., Mutual Funds, Sales Management, Sales Management..., Financial Planning, Series 66, AAMS, Equities, Alternative Investments, Relationship Management, Trading, Bonds, Investment Management, Wealth, Personal Financial..., Stocks, High Net Worth..., Derivatives, Financial Markets, Technical Analysis

Education
College for Financial Planning   2002 — 2002
Accredited Asset Management Specialist, AAMS

Texas A&M University   1995 — 1999

Matthew Kimmel Matthew Kimmel Orange County, California Area Details
Matthew Kimmel's A.G. Edwards & Sons, Inc. Experience 2001 - 2004
Job Vice President Trust and Investment Officer at Farmers and Merchants Trust Company
Industry Investment Management
Experience
Farmers and Merchants Trust Company   June 2015 - Present
Saddleback Memorial Hospital Foundation   2012 - Present
Charles Schwab  2004 - May 2015
A.G. Edwards & Sons, Inc.   2001 - 2004

Skills
Financial Planning, Investment Management, Investment Advisory, Estate Planning, Trust Management, Wealth Management, Wealth Preservation..., Multi-generational..., Asset Management, Asset Allocation, Portfolio Management, Investments, Finance, Mutual Funds, Investment Strategies, Series 7, Securities, Alternative Investments, Retirement Planning, Equities, Series 63

Education
College for Financial Planning   2002 — 2003
AAMS

Calvary Chapel High School   1994 — 1997

BA, California State University Long Beach
Interpersonal and Organizational Communication

Calvary

Calvary

Bill Boltralik Bill Boltralik Greater St. Louis Area Details
Bill Boltralik's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job QA Test Manager at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank   December 2014 - Present
Wells Fargo Advisors  June 2014 - August 2014
Bank of America  February 2011 - November 2013
Express Scripts  June 2010 - December 2010
Wells Fargo Home Mortgage  September 2006 - May 2009
Wells Fargo Home Mortgage  January 2006 - September 2006
Monsanto  2003 - 2005
Mastercard International, Inc.   2002 - 2003
A.G. Edwards & Sons, Inc.   2000 - 2002
Intertech Management Group, Inc   2000 - 2000

Skills
Process Improvement, SDLC, Requirements Analysis, Business Analysis, Risk Management, Quality Assurance, Cross-functional Team..., Visio, Project Management, Analysis, Program Management, Vendor Management, Data Warehousing, Agile Methodologies, Testing, Strategic Planning, Leadership, PMO

Education
Embry-Riddle Aeronautical University   1986 — 1988
MAS, Master of Aeronautical Science

The University of Texas at Arlington   1974 — 1979
BS, Chemistry

U.S. Army Aviation Center

Lorraine Van Hoesen Lorraine Van Hoesen Leesburg, Florida Details
Lorraine Van Hoesen's A.G. Edwards & Sons, Inc. Experience June 2003 - September 2009
Job Licensed Massage Therapist NCTMB Therapist at The Recovery Village
Industry Health, Wellness and Fitness
Experience
The Recovery Village  April 2014 - Present
Self- Employed  May 2011 - Present
Mobile Massage with Lorraine   April 2012 - April 2014
Colony Chiropractic   April 2012 - February 2013
A.G. Edwards & Sons, Inc.   June 2003 - September 2009
Hartwick College Stores   1991 - 2001
Stamford Community Hospital   1977 - 1982

Skills
Fibromyalgia, Reflexology, Senior Therapeutic..., Babyboomer Therapeutic..., Chair Massage, Deep Tissue Massage, Cpr Certified, Relaxation Therapy, Therapists, Reiki, Holistic Health, Healing, Essential Oils, Trigger Point Therapy, Healing Touch, Swedish, Swedish Massage

Education
Dabney S Lancaster Community College   2010 — 2011
Massage Therapy, Massage Therapy & Bodyworks

Utica School of Commerce   1986 — 1987
Dipolma, Business/Secretarial Courses

School of Aerospace Medicine Brooks Air Force Base   1977 — 1977
Aeromedical Specialist, Air Force Medic

Delhi Ag & Tech College   1974 — 1974
Emergency Medical Techician, Emergency Medical Technicia renewal & EMT 1

Craig Coker Craig Coker Lexington, Kentucky Area Details
Craig Coker's A.G. Edwards & Sons, Inc. Experience September 2005 - December 2007
Job Financial Advisor at Coker Wealth Management
Industry Financial Services
Experience
Coker Wealth Management   July 2013 - Present
U.S. Army and Army Reserve   April 1980 - January 2014
Cantella & Co., Inc.   September 2010 - July 2013
USSOCOM  December 2007 - September 2010
A.G. Edwards & Sons, Inc.   September 2005 - December 2007
U S Army  July 2004 - July 2005
Old Welshman's Inc.   July 1984 - May 2004
Poor Irishmans Inc   May 1982 - May 2004

Education
University of Maryland University College
Bachelor of Science (BS), Finance

The American College   2012 — 2015
ChFC

College for Financial Planning   2006 — 2010

North Bullitt High School   1976 — 1979

Jim Schroth Jim Schroth Houston, Texas Details
Jim Schroth's A.G. Edwards & Sons, Inc. Experience January 2001 - June 2005
Job Staff Manager & Registered Principal at W & S Financial
Industry Financial Services
Experience
Western & Southern Financial Group  July 2014 - Present
W&S Financial Group Distributors   2014 - 2015
Prudential Financial  March 2014 - July 2014
VALIC  June 2013 - December 2013
Allstate  June 2005 - July 2012
A.G. Edwards & Sons, Inc.   January 2001 - June 2005
UBS  July 1997 - January 2001
Rent-A-Center  August 1986 - February 1996

Education
Eastern Kentucky University   1980 — 1982
Business Management / Industrial Education Technology

Joel Pezzano Joel Pezzano Austin, Texas Details
Joel Pezzano's A.G. Edwards & Sons, Inc. Experience August 1992 - October 2008
Job LPL Financial Planner / LPL Registered Principal / Owner at Gfeller, Kennedy and Pezzano LLC
Industry Financial Services
Experience
Gfeller, Kennedy and Pezzano LLC   August 2013 - Present
LPL Financial  October 2008 - Present
Various Charitable Organizations   1992 - Present
A.G. Edwards & Sons, Inc.   August 1992 - October 2008

Skills
Wealth Management, Strategic Financial..., Investments, Alternative Investments, Estate Planning, Asset Allocation, Retirement Planning, Finance, Securities

Education
Bowling Green State University   1987 — 1991
BAC, Interpersonal and Public Communication/Business/Pshycology

College for Financial Planning

Anne R. Petty, CFP® Anne R. Petty, CFP® Chicago, Illinois Details
Anne R. Petty, CFP®'s A.G. Edwards & Sons, Inc. Experience 2007 - 2007
Job Senior Associate
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth   September 2015 - Present
Financial Solutions Advisory Group   January 2013 - July 2015
A. Robert Taylor Financial Advisory Services, Ltd.   September 2008 - December 2012
A.G. Edwards & Sons, Inc.   2007 - 2007
Frank Lloyd Wright Preservation Trust  2005 - 2007
ArcelorMittal  2004 - 2004

Skills
Investment Management, Personal Financial..., Personal Tax Planning, Retirement Savings, Communication, College Savings Plans, Young Professionals, Savings, Insurance, Trusts, Employee Benefits, Debt Management, Student Loans, IRAs, 401k, Professional Women

Education
Emory University
Certified Financial Planner (R) Certificate Program

University of Michigan   2000 — 2004
BA, English, French

NNHS

Kevin A. Floyd Kevin A. Floyd Greater St. Louis Area Details
Kevin A. Floyd's A.G. Edwards & Sons, Inc. Experience April 2005 - 2007
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2008 - Present
Wachovia  2007 - 2008
A.G. Edwards & Sons, Inc.   April 2005 - 2007
A.G. Edwards & Sons, Inc.   June 1999 - August 2001

Skills
Securities Law, Securities Regulation, FINRA, Capital Markets, Equity Trading, Fixed Income Trading, Commodities, Structured Products, Investment Advisory, Investment Companies, Hedge Funds, Securities, Fixed Income, Financial Services, Investments, Commodity, Private Equity, Mutual Funds

Education
University of Kentucky College of Law
JD

Centre College
BA, Economics and Government

Bob Fenneman Bob Fenneman Evansville, Indiana Area Details
Bob Fenneman's A.G. Edwards & Sons, Inc. Experience January 1996 - September 2007
Job Vice President, Investments at Raymond James & Associates
Industry Investment Management
Experience
Raymond James & Associates  September 2007 - Present
A.G. Edwards & Sons, Inc.   January 1996 - September 2007
Deaconess Health System  April 1983 - January 1996

Skills
Retirement Planning, Investments, Mutual Funds, Finance, Securities, Alternative Investments, Wealth Management, Insurance, Asset Allocation, Microsoft Office, Risk Management, Portfolio Management, Estate Planning, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Financial Analysis, Investment Advisory

Education
Cornell University   1977 — 1979
MRP, Health Planning

Indiana University Bloomington   1972 — 1976
BS, Business Economics & Public Policy

F.J. Reitz High School   1968 — 1972

Paul E. Miller Jr ,CFP® Paul E. Miller Jr ,CFP® Cleveland/Akron, Ohio Area Details
Paul E. Miller Jr ,CFP®'s A.G. Edwards & Sons, Inc. Experience June 1999 - September 2008
Job Senior VP, Investments, Raymond James & Associates 159 Crocker Park Blvd., Suite 390, Westlake, OH 44145 4408011629
Industry Financial Services
Experience
Raymond James & Associates  September 2008 - Present
Wachovia Securities  July 2006 - September 2008
A.G. Edwards & Sons, Inc.   June 1999 - September 2008
PaineWebber  1995 - 1999
Kidder, Peabody/GE Capital   1987 - 1995

Skills
Series 7, Alternative Investments, Wealth Management, Investments, Fixed Annuities, Portfolio Management, Mutual Funds, Retirement, Retirement Planning, Hedge Funds, Securities, Asset Managment

Education
College for Financial Planning   1990 — 1994
CFP®, Professional education

GE Investment Corp.   1990 — 1990
GE trained in benefits and pensions

Kent State University   1981 — 1986
BBA, Finance

west holmes

Roberto Rhett Roberto Rhett Greater New York City Area Details
Roberto Rhett's A.G. Edwards & Sons, Inc. Experience October 2004 - May 2006
Job Swell Dude
Industry Renewables & Environment
Experience
TRNK-NYC   July 2013 - August 2014
SunCulture   May 2012 - June 2013
Sheepless.org   June 2011 - April 2012
Green Spaces NY   June 2009 - April 2011
Green Spaces NYC   July 2008 - November 2009
Ernst & Young  October 2006 - February 2008
SunOneSolutions   2008 - 2008
A.G. Edwards & Sons, Inc.   October 2004 - May 2006

Skills
Entrepreneurship, Financial Modeling, Social Media, Public Speaking, Due Diligence, Sustainability, Start-ups, Non-profits, Strategic Planning, Management Consulting, Business Strategy, Project Management, Economics, Event Management, Business Planning, Management, Project Planning, Strategy, Business Development

Education
Connecticut College   2000 — 2004
BA, Economics

The Peddie School   1996 — 2000

Shertina Gillespie Shertina Gillespie Greater St. Louis Area Details
Shertina Gillespie's A.G. Edwards & Sons, Inc. Experience June 1999 - April 2002
Job Leader specializing in CRM, Data Quality & Analysis, and Adult Learning
Industry Financial Services
Experience
MasterCard  May 2015 - Present
MasterCard  April 2014 - April 2015
MasterCard  September 2012 - March 2014
MasterCard  April 2011 - September 2012
MasterCard  July 2005 - April 2011
Edward Jones  May 2002 - June 2005
Edward Jones  November 2003 - December 2004
A.G. Edwards & Sons, Inc.   June 1999 - April 2002

Skills
Management, Leadership, CRM, Email Marketing, Social Media Marketing, Marketing Communications, Program Management, Strategic Consulting, Public Speaking, Training & Development, Employee Training, Training, Technical Training, Instructional Design, Training Delivery, Process Improvement, Project Management, Business Analysis, Requirements Gathering, Technical Writing, Writing, Software Documentation, Content Development, Documentation, Content Management, Vendor Management, SharePoint, Visio

Education
St. Louis Business Diversity Initiative Fellows Program   2013 — 2014

DePaul University
Customer Relationship Management Certificate, Marketing

Webster University   2001 — 2004
Master of Arts, Media Communications, Communications

University of Missouri-Saint Louis   1996 — 1998
Bachelor of Arts, Mass Communications, cum laude, Public Relations

Steve Visser Steve Visser Greater Chicago Area Details
Steve Visser's A.G. Edwards & Sons, Inc. Experience 1999 - 2003
Job Retirement Planner and Wealth Manager at OnPath Financial, LLC
Industry Investment Management
Experience
OnPath Financial, LLC   2009 - Present
Retirement Planning Solutions, Inc.   2003 - 2009
A.G. Edwards & Sons, Inc.   1999 - 2003

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Management, Mutual Funds, Wealth Management, Investment Advisory, 401k Rollovers

Education
Calvin College   1994 — 1998
Double Major, Bachelor of Arts in Business and Bachelor of Science in Chemistry

Jay Wuellner Jay Wuellner Washington D.C. Metro Area Details
Jay Wuellner's A.G. Edwards & Sons, Inc. Experience January 2004 - June 2005
Job Managing Director, Finance at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health  August 2015 - Present
Evolent Health  November 2013 - July 2015
Care Services, LLC  March 2013 - October 2013
McKesson  June 2012 - August 2012
Council Capital  December 2011 - May 2012
Healthcare Solutions, Inc.   July 2007 - July 2011
Croft & Bender  July 2005 - June 2007
A.G. Edwards & Sons, Inc.   January 2004 - June 2005

Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Accounting, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Portfolio Management, Analysis

Education
Duke University - The Fuqua School of Business   2011 — 2013
MBA, Health Sector Management, Entrepreneurship & Innovation, Finance

University of Kentucky - Gatton College of Business & Economics   2001 — 2003
BSBA, Finance, International Business

Kevin Nashbar, AAMS® Kevin Nashbar, AAMS® Tampa/St. Petersburg, Florida Area Details
Kevin Nashbar, AAMS®'s A.G. Edwards & Sons, Inc. Experience 2001 - 2003
Job Senior Financial Advisor at Newbridge Securities
Industry Investment Management
Experience
Newbridge Securities  April 2014 - Present
Millicorp  May 2013 - December 2013
Port Royal Financial, LLC   December 2011 - December 2012
Gradient Securities   March 2010 - December 2011
CastlestreamRecruiting.com   March 2009 - March 2010
Ameriprise Financial  May 2007 - March 2009
Kevin Nashbar, P.A.   January 2005 - December 2006
Wachovia Securities  2003 - 2005
A.G. Edwards & Sons, Inc.   2001 - 2003
Bike Nashbar  1996 - 2000

Skills
Finance, Financial Planning, Financial Services, Insurance, Investments, Portfolio Management, Securities, Series 7, Wealth Management, Alternative Investments, Leadership, Management, Mutual Funds, Banking, Fixed Annuities, Asset Management, Investment Properties

Education
College for Financial Planning   2001 — 2001
AAMS®

University of South Florida   1990 — 1993
BS, Finance

Lehigh University - College of Business and Economics   1988 — 1990

Molly Kroeger Molly Kroeger Providence, Rhode Island Area Details
Molly Kroeger's A.G. Edwards & Sons, Inc. Experience May 2006 - August 2006
Job Global Brand Development Manager at Hasbro
Industry Consumer Goods
Experience
Hasbro  April 2015 - Present
Hasbro  October 2012 - April 2015
Decor Craft Inc.  September 2010 - October 2012
CB Richard Ellis  August 2007 - August 2010
A.G. Edwards & Sons, Inc.   May 2006 - August 2006

Skills
Marketing, Product Development, Concepting, Creative Branding, Communication, Project Management, Retail, Market Research, Analysis

Education
Johnson & Wales University   2013 — 2015
Master of Business Administration (MBA)

Clemson University   2003 — 2007
Bachelor of Science

Pontificia Universidad Catolica   2005 — 2005

Ursuline Academy   1999 — 2003

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

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

Education
Belleville Area College   1993 — 1995
Computer Science

Community College of the Air Force   1991 — 1994
Computer Science

Jamestown Community College   1984 — 1985
Computer Science

Richard Ceffalio Richard Ceffalio Greater Chicago Area Details
Richard Ceffalio's A.G. Edwards & Sons, Inc. Experience March 1997 - October 2008
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2012 - Present
UBS Financial Services, Inc.   October 2008 - November 2012
A.G. Edwards & Sons, Inc.   March 1997 - October 2008

Education
DePaul University   1989 — 1992

Patrick Yanke, CFP® Patrick Yanke, CFP® United States Details
Patrick Yanke, CFP®'s A.G. Edwards & Sons, Inc. Experience May 2000 - July 2009
Job CERTIFIED FINANCIAL PLANNER™ at Yanke Financial, LLC
Industry Financial Services
Experience
Yanke Financial, LLC   July 2009 - Present
A.G. Edwards & Sons, Inc.   May 2000 - July 2009
U.S. Air Force   June 1993 - March 2000

Skills
Investment Advisory, Estate Planning, Retirement, Securities, Investments, LLC, Planning, Retirement Planning, Wealth Management, Long Term Care, Series 7, Financial Planning, Mutual Funds, Asset Management, Wealth, Asset, Insurance, Portfolio Management, Trading, Employee Benefits, Risk Management, Small Business, Risk, Equities, Fixed Income, Financial Advisory, Retirement Income..., FINRA

Education
College for Financial Planning   2000 — 2004
Certified Financial Planning

United States Air Force Academy   1989 — 1993
Bachelor of Science (BS), Aeronautical/Aerospace Engineering Technology/Technician

Marion Military Institute   1988 — 1989
Service Academy Preparation

Lee Anderson Lee Anderson Greater St. Louis Area Details
Lee Anderson's A.G. Edwards & Sons, Inc. Experience 2005 - 2006
Job Chief Information Officer | American Railcar Industries
Industry Transportation/Trucking/Railroad
Experience
American Railcar Industries  2006 - July 2014
A.G. Edwards & Sons, Inc.   2005 - 2006
Maverick Tube Corporation  2004 - 2005
Microsoft Corporation  2003 - 2004
Agilent Technologies  2000 - 2003
Hewlett-Packard  1994 - 2000

Skills
Business Intelligence, Process Improvement, Project Management, IT Strategy, Strategic Planning, Global IT Operations, Fiscal Policy, Capacity Planning, ERP Implementations, Product Development, Applications..., International M&A, Lean Manufacturing, Best Practices, Change Management, Service Standards, Vendor Audit, Vendor Management, Cross Functional Team..., Team Building, Business Process, Cross-functional Team..., Business Process..., ERP, Integration

Education
Lindenwood University
Master of Business Administration (MBA), Management Information Systems and Services

DeVry Institute of Technology
Bachelor of Science (BS), Engineering Technology, General

Brian Smith, SSGB Brian Smith, SSGB Greater Chicago Area Details
Brian Smith, SSGB's A.G. Edwards & Sons, Inc. Experience June 1993 - June 1996
Job at Unemployed
Industry Financial Services
Experience
Unemployed  August 2008 - Present
MetLife Financial Services  February 2008 - August 2008
Fixed Income Securities, LP   May 2006 - February 2008
Claymore Securities  May 2002 - March 2006
Nuveen Investments  October 1998 - March 2002
A.G. Edwards & Sons, Inc.   June 1993 - June 1996

Education
Villanova University   2010 — 2010
Masters, Six Sigma Master Certificate Program with emphasis in Financial Services

University of Illinois at Chicago   1996 — 1998
BA, Economics

Eastern Illinois University   1991 — 1993
none, Economics

Aaron Pastor Aaron Pastor Kansas City, Missouri Area Details
Aaron Pastor's A.G. Edwards & Sons, Inc. Experience October 2003 - February 2005
Job Telecommunications Professional
Industry Telecommunications
Experience
Lower Home Payment   May 2007 - October 2007
Healthcare Services Group, Inc  January 2006 - May 2007
Steadfast Logistics   February 2005 - December 2005
A.G. Edwards & Sons, Inc.   October 2003 - February 2005
Charles Schwab and Co. Inc.   September 2002 - October 2003

Education
Columbia University in the City of New York   1998 — 2002

Jeff Cassidy Jeff Cassidy Greater St. Louis Area Details
Jeff Cassidy's A.G. Edwards & Sons, Inc. Experience October 2000 - March 2001
Job Director Data, Voice, and Workplace Services at AnheuserBusch InBev
Industry Information Technology and Services
Experience
Anheuser-Busch InBev  October 2014 - Present
Anheuser-Busch InBev  April 2013 - Present
Anheuser-Busch InBev  May 2012 - April 2013
Anheuser-Busch InBev  January 2012 - May 2012
Anheuser-Busch InBev  October 2010 - January 2012
Anheuser-Busch InBev  2009 - October 2010
Anheuser-Busch, Inc.   2003 - December 2009
Nooter Corporation  2001 - 2003
A.G. Edwards & Sons, Inc.   October 2000 - March 2001
General Electric  January 2000 - October 2000

Skills
Unix, Management, Disaster Recovery, Servers, Process Improvement, IT Management, ITIL, Integration, Networking, System Administration, Training, Troubleshooting, Windows Server, SharePoint, Visio, Vendor Management

Education
Embry-Riddle Aeronautical University   2007 — 2009
B.S., Technical Management

U.S. Air Force NCO Academy   1998 — 1998
Leadership

U.S. Air Force Weather Forecaster Course   1992 — 1993
Meteorology

U.S. Air Force Weather Observer Course   1989 — 1990
Meteorology

David Jameson David Jameson Kansas City, Missouri Area Details
David Jameson's A.G. Edwards & Sons, Inc. Experience July 1995 - August 1998
Job Director of Sales at FarmLink, Inc.
Industry Farming
Experience
FarmLink  June 2014 - Present
Z Tags Company   July 2012 - June 2014
Merial Ltd.  January 2006 - July 2011
Merial Ltd.  April 2004 - December 2006
Gottsch Enterprises   September 1999 - February 2004
A.G. Edwards & Sons, Inc.   July 1995 - August 1998
Syntex Animal Health  1985 - 1995

Skills
Negotiation, Purchasing, Selling, Animal Health, Sales Management, Pharmaceuticals, Strategic Planning, Customer Relations, Coaching, Forecasting, Customer Service, Inventory Management, Marketing Strategy, PowerPoint, Excel, Budgeting, Microsoft Office, Financial Management, Planning, B2B, Account Management, Product Development, Budget Management, Word, Team Building, Veterinary, Market Analysis, Promotions, Outlook, Market Planning, Pricing, Team Leadership, Product Management, Competitive Analysis, Vaccines, Veterinary Medicine, Pharmaceutical Sales, Pharmaceutical Industry, Leadership, Agriculture, Animal Nutrition, Poultry, Management, Cross-functional Team..., Sales, Marketing, Training, Agribusiness, Business Planning, Farms

Education
Columbia University - Columbia Business School   1989 — 1990
One week Executive Course, Marketing

University of Missouri-Columbia   1982 — 1985
Bachelor of Science (BS), Animal Sciences

Margaret Welch Margaret Welch Greater St. Louis Area Details
Margaret Welch's A.G. Edwards & Sons, Inc. Experience 1993 - 2007
Job Owner, MGW Communications
Industry Public Relations and Communications
Experience
MGW Communications   March 2009 - Present
Blick & Staff Communications   May 2007 - March 2009
A.G. Edwards & Sons, Inc.   1993 - 2007
Wachovia Securities/A.G. Edwards   1993 - 2007
Fleishman-Hillard  1989 - 1993

Skills
Internal Communications, Public Relations, Media Relations, Corporate Communications, Crisis Communications, Marketing Communications, Strategic Planning, Social Media, New Business Development, Writing, Event Planning, Marketing Strategy, Event Management, Investor Relations, Public Speaking, Editing, Account Management, Non-profits, Integrated Marketing, Creative Direction, Nonprofits, Social Media Marketing, Newsletters, Copywriting, Strategic Communications, Brand Development, Digital Marketing, Press Releases, Marketing, Speech Writing, Online Marketing, Email Marketing, Advertising, Market Research, Online Advertising, Facebook, Blogging, Digital Media, Social Networking, Direct Marketing, Brand Management, SEO, Content Strategy, Product Marketing, Publicity, Strategy

Education
The London School of Economics and Political Science (LSE)   1987 — 1988
M.Sc., Economics

Queen Mary University of London   1984 — 1985
History

Emory University   1982 — 1985
Bachelor of Science, History

John Burroughs   1976 — 1982

Dorian Enhelder Dorian Enhelder Phoenix, Arizona Area Details
Dorian Enhelder's A.G. Edwards & Sons, Inc. Experience November 2001 - January 2008
Job First Vice President Investment Officer, CERTIFIED FINANCIAL PLANNER ™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2008 - Present
A.G. Edwards & Sons, Inc.   November 2001 - January 2008

Skills
Retirement Planning, Strategic Planning, Customer Service, Wealth, Investments, Management, Leadership, Financial Analysis, Small Business, Team Building, Finance, Asset Allocation, Public Speaking, 401k Rollovers, Risk Management, Insurance, Variable Annuities, Fixed Annuities

Education
Eastern Washington University   1988 — 1991
Bachelor of Education (BEd)

Central Arizona College   1986 — 1988
Associate of Science (AS), Business Administration and Management, General

East High School

East High School

Annette Chisholm Annette Chisholm Port Huron, Michigan Details
Annette Chisholm's A.G. Edwards & Sons, Inc. Experience July 2003 - October 2007
Job Career Direct Consultant at Crown Financial Ministries
Industry Financial Services
Experience
Crown Financial Ministries  January 2012 - Present
Crown Financial Ministries  February 2013 - February 2014
Talmer Bank & Trust  2012 - 2013
Western & Southern Financial Group  April 2011 - July 2012
Raymond James & Associates, Inc.   October 2007 - December 2009
A.G. Edwards & Sons, Inc.   July 2003 - October 2007
First of Michigan / Fahnestock & Co   April 1995 - July 2003

Skills
Management, Leadership, Public Speaking, Customer Service, Program Management, Investments, Retirement Planning, Negotiation, Sales, Strategic Financial..., Estate Planning, Budgets, Sales Management, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Training, Marketing Strategy, Public Relations, Series 7, Marketing, Strategic Planning, Event Planning

Education
Central Michigan University   1986 — 1990
Bachelor of Applied Arts, Clothing & Textiles: Merchandising

Port Huron High School   1982 — 1986

Dave Loepker Dave Loepker Saint Louis, Missouri Details
Dave Loepker's A.G. Edwards & Sons, Inc. Experience 1990 - 2006
Job Sr. Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2008 - Present
Wachovia Securities  January 2006 - February 2008
A.G. Edwards & Sons, Inc.   1990 - 2006

Skills
Series 7, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Risk Management, Compliance, Separately Managed..., Series 66, Executive Management, Managed Accounts, Due Diligence, Team Management, Cost, Product Development, Asset Management, Mutual Funds, Series 24, Investments, ETFs, Alternative Investments, Investment Strategies, Trading, Bonds, Fixed Income, Equities, Financial Advisory, Stocks, Financial Analysis, Capital Markets, Wealth, Asset, Financial Markets, Equity Research, Credit, Securities, Financial Planning, Retirement, FINRA, Financial Services, Retirement Planning, Uniform Combined State...

Education
Fontbonne University   1996 — 1997
Master of Business Administration (M.B.A.)

Eastern Illinois University   1985 — 1989
Bachelor of Arts (B.A.)

Mater Dei High School

Eric Passin Eric Passin Greater New York City Area Details
Eric Passin's A.G. Edwards & Sons, Inc. Experience 1998 - 2002
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan  September 2007 - March 2011
Charles Schwab  May 2002 - September 2007
A.G. Edwards & Sons, Inc.   1998 - 2002
PaineWebber  1993 - 1998
Morgan Stanley Dean Witter  1990 - 1993

Education
William Paterson University of New Jersey   1987 — 1989
Finance

County College of Morris   1985 — 1987
AS, Finance

Djuan Stone Djuan Stone Greater St. Louis Area Details
Djuan Stone's A.G. Edwards & Sons, Inc. Experience 1993 - 1997
Job Supervisor: Service Operation Center at Sisters of Mercy Health System
Industry Information Technology and Services
Experience
Sisters of Mercy Health System  March 2009 - June 2015
Sisters of Mercy Health System  August 2007 - March 2009
Bunge North America  1999 - November 2007
A.G. Edwards & Sons, Inc.   1993 - 1997

Skills
Disaster Recovery, IT Management, Active Directory, ITIL, Data Center, Virtualization, Windows Server, SharePoint, Databases, Microsoft SQL Server, Visio, Business Analysis, Troubleshooting, Operating Systems, Business Intelligence, Security, VMware, Software Documentation, Integration, Computer Hardware, System Administration, Unix, Windows, Information Technology, Servers, Enterprise Architecture, SQL, IT Operations, Citrix, SDLC, Leadership, IT Service Management, IT Strategy, Vendor Management, Data Warehousing, Technical Support, Oracle, Database Administration, Microsoft Exchange, Systems Analysis, XP, DNS, Requirements Analysis, Performance Tuning, Crystal Reports

Education
Washington University in St. Louis   2003 — 2006

Columbia Southern University   1995 — 1999

Bryan Institute of Technology   1993 — 1995

Lafayette   1991 — 1993

Boguslaw Gal Boguslaw Gal Greater Chicago Area Details
Boguslaw Gal's A.G. Edwards & Sons, Inc. Experience 2000 - 2003
Job Funeral Director & Embalmer at DamarKaminski Funeral Home & Crematorium
Industry Individual & Family Services
Experience
Damar-Kaminski Funeral Home & Crematorium and Sheldon-Goglin-Kaminski Funeral Home   2002 - Present
A.G. Edwards & Sons, Inc.   2000 - 2003

Education
DePaul University   1996 — 2000

Jennifer (Jennifer Dent) Hutchins, CFA Jennifer (Jennifer Dent) Hutchins, CFA Dallas/Fort Worth Area Details
Jennifer (Jennifer Dent) Hutchins, CFA's A.G. Edwards & Sons, Inc. Experience 2004 - 2007
Job Investment Analyst at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc.   May 2014 - Present
H. Beck Inc  July 2008 - May 2014
1st Global Inc.   February 2007 - July 2008
A.G. Edwards & Sons, Inc.   2004 - 2007

Skills
Series 7, Series 24, Insurance, Mutual Funds, Investment Advisory, Securities, ETFs, Investments, Strategic Financial..., Equities, Options, Estate Planning, Trading, Process Improvement, Risk Management, Financial Analysis, Relationship Management, Retirement Planning, Strategic Planning, series 66

Education
Christendom College   2000 — 2004
Bachelor of Arts (BA), Political Science and Government

Christendom College   2000 — 2004
Bachelor's degree, Political Science and Economics

Dr. Kathleen Young Dr. Kathleen Young Greater St. Louis Area Details
Dr. Kathleen Young's A.G. Edwards & Sons, Inc. Experience April 1994 - July 2008
Job Learning & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 2014 - Present
Webster University  April 2012 - Present
Missouri College  April 2009 - October 2014
Wells Fargo Advisors  June 2012 - January 2014
Wells Fargo Advisors  October 2010 - May 2012
AdvisorShares  March 2009 - July 2009
A.G. Edwards & Sons, Inc.   April 1994 - July 2008
Stifel Nicolaus  January 1991 - April 1994

Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities

Education
Colorado Technical University   2010 — 2014
Doctorate, Management

Fontbonne University   1991 — 1993
MBA, Marketing

Washington University in St. Louis   1987 — 1991
BS, Economics

Horton Watkins

MOCO

Sheryl Gerber Sheryl Gerber Greater Denver Area Details
Sheryl Gerber's A.G. Edwards & Sons, Inc. Experience June 1998 - September 2001
Job Associate Wealth Management Advisor at Daniel M Day & Associates
Industry Financial Services
Experience
Daniel M Day & Associates   September 2001 - Present
A.G. Edwards & Sons, Inc.   June 1998 - September 2001

Skills
Wealth Management, Customer Service, Retirement Planning, Microsoft Office, Accounting, Series 63, Series 7, Insurance, Asset Allocation, Uniform Combined State..., Risk Management, Strategic Planning, Estate Planning, Sales

Education
Bluffton High School

Bluffton High School

Colorado State University-Global Campus
Business Administration and Management, General

Front Range Community College
Business Administration and Management, General

Scott Winter, CFA Scott Winter, CFA Cleveland/Akron, Ohio Area Details
Scott Winter, CFA's A.G. Edwards & Sons, Inc. Experience 1995 - 1999
Job Managing Director at Ziegler
Industry Investment Banking
Experience
Ziegler  July 2011 - Present
PNC Capital Markets  1999 - July 2011
A.G. Edwards & Sons, Inc.   1995 - 1999

Skills
Derivatives, Finance, Capital Markets, Fixed Income, Securities, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Mergers & Acquisitions, Mergers

Education
Cleveland State University   1993 — 1994
Master of Business Administration (MBA), Finance, General

Miami University   1987 — 1991
B.S., Finance

Walter Roth Walter Roth Greater New York City Area Details
Walter Roth's A.G. Edwards & Sons, Inc. Experience 1986 - 2007
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2007 - Present
A.G. Edwards & Sons, Inc.   1986 - 2007

Education
Central College   1966 — 1969
B. A., Political Science

Weequahic   1961 — 1965

Christine Tracey Christine Tracey Syracuse, New York Area Details
Christine Tracey's A.G. Edwards & Sons, Inc. Experience October 2002 - October 2004
Job Managing Partner
Industry Insurance
Experience
ADI Agency   January 2007 - Present
Tracey Road Equipment, Inc.   October 2004 - January 2007
A.G. Edwards & Sons, Inc.   October 2002 - October 2004

Skills
Retirement Planning, Life Insurance, Employee Benefits, 401k, Estate Planning, Health Insurance, Inland Marine, Insurance, Strategic Planning, Sales Management, Portfolio Management, New Business Development, Strategic Financial..., Sales, Budgets, Marketing, Investments, Account Management, Financial Analysis, Negotiation, Management, Finance, Pricing, Risk Management, Product Marketing, Contract Negotiation, Marketing Strategy, CRM, Business Planning, Strategy, Program Management, Lead Generation, Competitive Analysis, P&L Management, Forecasting, Executive Management, Cross-functional Team..., Business Development, Start-ups, Strategic Partnerships, Leadership, Mergers & Acquisitions, B2B, Marketing Management, Selling, Sales Operations, Business Strategy

Education
Drexel University - LeBow College of Business   2000 — 2002
MBA, International Business and Marketing

Villanova University   1996 — 2000
BS, Marketing

CBA

Gillette Road Middle School

Roger H. Weiss Roger H. Weiss Greater New York City Area Details
Roger H. Weiss's A.G. Edwards & Sons, Inc. Experience October 1994 - December 2007
Job Managing Director Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc.  May 2015 - Present
MLV & Co.   October 2011 - May 2015
Miller Tabak Roberts Securities, LLC  July 2010 - October 2011
Madison Williams and Company (SMH Capital)   2008 - 2010
A.G. Edwards & Sons, Inc.   October 1994 - December 2007
First Manhattan Co.  1992 - 1994
PNC Bank  1988 - 1992
Manufacturers Hanover Trust  1984 - 1988
Helena Rubenstein   1980 - 1982

Skills
Series 7, Series 63, Series 24

Education
Columbia University - Columbia Business School   1982 — 1984
MBA

Vanderbilt University   1976 — 1980
BA

Kosling Paul Kosling Paul Columbus, Ohio Area Details
Kosling Paul's A.G. Edwards & Sons, Inc. Experience May 1984 - January 2008
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2009 - Present
A.G. Edwards & Sons, Inc.   May 1984 - January 2008

Education
Capital University Law School   1980 — 1982
Law

Wittenberg University   1974 — 1978
B.A., Biology / English

Steve Wormeli, CFP®, CIMA® Steve Wormeli, CFP®, CIMA® Bellevue, Washington Details
Steve Wormeli, CFP®, CIMA®'s A.G. Edwards & Sons, Inc. Experience August 1994 - February 1997
Job Financial Advisor and Portfolio Manager at Raymond James Financial Services Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services  1997 - Present
A.G. Edwards & Sons, Inc.   August 1994 - February 1997
PaineWebber  July 1993 - August 1994
Bateman Eichler Hill Richards  August 1991 - July 1993

Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Alternative Investments, Municipal Bonds, Employee Stock Options

Education
Seattle University
B.A. Business Administration, Finance

College for Financial Planning
Certified Financial Planner Program

University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program

MARK G. ATKINSON MARK G. ATKINSON Des Moines, Iowa Area Details
MARK G. ATKINSON's A.G. Edwards & Sons, Inc. Experience July 1989 - July 2007
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  July 2007 - Present
A.G. Edwards & Sons, Inc.   July 1989 - July 2007

Education
Drake University   1983 — 1987
MBA, Finance

Kelly S. Waller, CFP(R) Kelly S. Waller, CFP(R) Greater St. Louis Area Details
Kelly S. Waller, CFP(R)'s A.G. Edwards & Sons, Inc. Experience 1991 - 2007
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2009 - Present
A.G. Edwards & Sons, Inc.   1991 - 2007

Skills
Wealth Management, Series 63, Portfolio Management, Strategic Financial..., Series 7, Securities, Options, Asset Management, Insurance, Financial Advisory, Retirement, Investment Management, Finance, Estate Planning, Fixed Income, Hedge Funds, Financial Modeling

Education
College for Financial Planning   1996 — 1998
Certified Financial Planner

University of Illinois at Urbana-Champaign   1987 — 1992
Bachelor's, Economics and Business

Belleville Township High School West

Elizabeth A. Murry Elizabeth A. Murry Charlotte, North Carolina Details
Elizabeth A. Murry's A.G. Edwards & Sons, Inc. Experience September 2001 - February 2004
Job Management Consultant at Ernst & Young
Industry Management Consulting
Experience
EY  September 2012 - Present
RBC Wealth Management  March 2008 - August 2012
Morgan Stanley  April 2007 - March 2008
Deutsche Bank Alex. Brown  February 2004 - April 2007
A.G. Edwards & Sons, Inc.   September 2001 - February 2004
NASDAQ  June 2000 - August 2000

Education
Duke University - The Fuqua School of Business   2010 — 2011
Master of Business Administration (MBA)

Holton-Arms
High School

University of North Carolina at Chapel Hill
Kenan Flagler Business School

Marc A. Tibbs Marc A. Tibbs Cleveland/Akron, Ohio Area Details
Marc A. Tibbs's A.G. Edwards & Sons, Inc. Experience February 1996 - June 2005
Job Pastor of Discipleship at Aldersgate United Methodist Church
Industry Management Consulting
Experience
Aldersgate United Methodist Church  February 2013 - Present
Cuyahoga Community College  October 2009 - Present
SkillPath Seminars  September 2008 - Present
Communications Consultants, Inc.   February 1995 - Present
Kaiser Permanente  September 2005 - July 2007
A.G. Edwards & Sons, Inc.   February 1996 - June 2005
The Virginian Pilot  1991 - 1995

Skills
Coaching, Instructional Design, Technical Writing, E-learning, Leadership Development, Customer Service, Public Speaking, Change Management, Instructor-led Training, Strategic Planning, Adult Education, Microsoft Office, Teaching, Customer Relations, Curriculum Development, Performance Management, Staff Development, Executive Coaching, Organizational..., Writing, Employee Training, Workshop Facilitation, E-Learning, Team Building, Training, Succession Planning, Conflict Resolution

Education
Ashland Theological Seminary   2011 — 2015
Master's of Divinity, Old Testament and Black Church Studies

Columbia College Chicago   1981 — 1984
Broadcast Communications, Journalism

University of Illinois at Urbana-Champaign   1975 — 1979
Journalism

Richard Dick Robie, CFP® Richard Dick Robie, CFP® Lake Jackson, Texas Details
Richard Dick Robie, CFP®'s A.G. Edwards & Sons, Inc. Experience 1988 - 2002
Job Owner/ President Retirement Planning & Wealth Mgmt. LLC
Industry Financial Services
Experience
Retirement Planning & Wealth Management   May 2002 - Present
LPL Financial  May 2002 - November 2004
A.G. Edwards & Sons, Inc.   1988 - 2002

Skills
Retirement Planning, Business Planning, Estate Planning, Investments, New Business Development, Business Strategy, Customer Service, Insurance, Marketing Strategy, Strategic Financial..., Strategic Planning, Wealth Management, Retirement, Portfolio Management, Small Business, Securities, Entrepreneurship, Asset Management, Fixed Annuities, Financial Advisory, Investment Advisory, 401k, Finance, Asset Allocation, Series 7, Mutual Funds, Bonds, Wealth, Certified Financial..., Series 63, Variable Annuities, Financial Services, Financial Planners, Wealth Management..., Investment Strategies, High Net Worth..., Series 6, 401k Rollovers, Financial Planning

Education
College for Financial Planning   1988 — 1993
CFP® - CERTIFIED FINANCIAL PLANNER™ Practioner, comprehensive Financial Planning

University of Utah   1975 — 1977
Master of Arts (M.A.), Health and Physical Education/Fitness

Texas Tech University   1970 — 1974
Bachelor of Arts (B.A.), Zoology/Animal Biology

Phillips High School, Phillips, TX

Chris Durkin Chris Durkin Greater New York City Area Details
Chris Durkin's A.G. Edwards & Sons, Inc. Experience March 2000 - November 2001
Job Sales at Audi of Fairfield
Industry Automotive
Experience
Audi of Fairfield   March 2014 - Present
TRI STATE LED   January 2014 - March 2014
Toyota of Greenwich   September 2013 - December 2013
Riley Automobiles Inc.   April 2012 - August 2013
Proprietary Trader  October 2011 - April 2012
Devan Infiniti   February 2011 - October 2011
Autosource 2 LLC   June 2002 - November 2010
A.G. Edwards & Sons, Inc.   March 2000 - November 2001

Skills
Business Development, Account Management, Lead Generation, Automotive, Management, Purchasing, Advertising, Vehicles, Customer Service, Start-ups, Cold Calling, Selling, Strategy, Customer Satisfaction, Sales Operations, Marketing, Small Business, Dealers

Education
Denison University   1994 — 1998
History

Palo Alto High School   1991 — 1994

Brunswick, Greenwich CT   1988 — 1990

Colleen Loehr Colleen Loehr Springfield, Illinois Area Details
Colleen Loehr's A.G. Edwards & Sons, Inc. Experience September 2002 - February 2004
Job HR Specialist at Dot Foods
Industry Wholesale
Experience
Dot Foods  September 2007 - Present
Husch and Eppenberger  March 2004 - April 2006
A.G. Edwards & Sons, Inc.   September 2002 - February 2004

Skills
Employee Relations, Human Resources, Recruiting

Education
Culver Stockton College   1999 — 2002
BS, Criminal Justice, Psychology

Steve Goodknight Steve Goodknight Grand Junction, Colorado Area Details
Steve Goodknight's A.G. Edwards & Sons, Inc. Experience March 1998 - June 2001
Job President of Impact Promotional Products, LLC
Industry Marketing and Advertising
Experience
Impact Promotional Products, LLC   January 2014 - Present
Impact Promotional Products   September 2003 - December 2013
A.G. Edwards & Sons, Inc.   March 1998 - June 2001
Fisher Auto dba Fisher Honda dba Fisher Kia   May 1997 - January 1998

Skills
Marketing, Marketing Strategy, Advertising, Sales Management, Social Media, Social Media Marketing, Strategic Planning, New Business Development, Customer Service, Public Relations, Marketing Communications, Sales, Online Advertising, Direct Sales, B2B, Team Leadership, Microsoft Office, Event Management, Email Marketing, Event Planning, Online Marketing, Budgets, Negotiation, Management, Project Management, Account Management, Trade Shows, Social Networking

Education
Colorado Mesa University   1998 — 1999
Finance

Colorado State University   1996 — 1997

Randolph Dunlap Randolph Dunlap Columbia, South Carolina Area Details
Randolph Dunlap's A.G. Edwards & Sons, Inc. Experience May 1991 - June 2008
Job Vice President Investments
Industry Financial Services
Experience
Stephens Inc.  October 2012 - Present
Wells Fargo Advisors, LLC  June 2008 - October 2012
A.G. Edwards & Sons, Inc.   May 1991 - June 2008

Skills
Series 7, Investments, Alternative Investments, Retirement Planning, Asset Managment, Portfolio Management, Estate Planning, Wealth Management, Investment Advisory, Uniform Combined State..., Asset Allocation, Series 63, Mutual Funds, Series 65, Investment Strategies

Education
University of South Carolina-Columbia   1984 — 1986
MBA, Finance

College of Charleston   1980 — 1984
B.S., Business Administration

Badal Gandhi Badal Gandhi Cleveland/Akron, Ohio Area Details
Badal Gandhi's A.G. Edwards & Sons, Inc. Experience January 2004 - September 2004
Job Financial/Business Analysis Professional
Industry Financial Services
Experience
Life Line Screening of America  May 2006 - March 2008
Sri Sai Panchvati Estate Developers   July 2005 - April 2006
Longbow Research LLC   October 2004 - June 2005
A.G. Edwards & Sons, Inc.   January 2004 - September 2004
A.G. Edwards & Sons, Inc.   May 2003 - January 2004

Education
Symbiosis International University   1996 — 1999
Bachelors of Commerce

Cleveland State University
Masters, Business Administration

Larry Tinnon Larry Tinnon Greater St. Louis Area Details
Larry Tinnon's A.G. Edwards & Sons, Inc. Experience April 2007 - June 2008
Job Web Projects Specialist
Industry Law Practice
Experience
Bryan Cave  March 2010 - Present
Wells Fargo Advisors, LLC  June 2008 - September 2009
A.G. Edwards & Sons, Inc.   April 2007 - June 2008

Skills
Social Media, Mac, Dreamweaver, Adobe Creative Suite, Web Design, HTML, Graphic Design, Photoshop, PowerPoint, InDesign, Advertising, Photography, Video Editing, Microsoft Office, Brochures, Editing, Art Direction, Wordpress, Newsletters, Outlook, Brand Development, Illustrator, Marketing Communications, Java, JavaScript, jQuery, HTML 5, Vector Illustration, Blogging, Graphics, Social Media Marketing, Flash, Press Releases, Website Development, Adobe Acrobat, OS X, CMS, Licensing

Education
Columbia College   2011 — 2013
Bachelor of Applied Science (BASc), Computer Programming

Lewis and Clark   2000 — 2002
Associates, Web Design

Donna Sanfilippo Donna Sanfilippo Carlsbad, California Details
Donna Sanfilippo's A.G. Edwards & Sons, Inc. Experience September 1990 - November 2009
Job Financial Advisor Professional
Industry Financial Services
Experience
Edward Jones  September 2011 - January 2014
A.G. Edwards & Sons, Inc.   September 1990 - November 2009
E.F. Hutton/ Shearson Lehman   January 1985 - September 1990

Skills
Financial Planner, Investment Products, Retirement Accounts, Retirement Planning, Saving for Education, Series 7, 401k Rollovers, Investment Advisory, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Strategies, Strategic Financial...

Education
College for Financial Planning   1987 — 1989
Financial Planning

David Hibbard David Hibbard Greater St. Louis Area Details
David Hibbard's A.G. Edwards & Sons, Inc. Experience September 1997 - June 2010
Job Vice President at Clayton Investment Associates
Industry Financial Services
Experience
Clayton Investment Associates   June 2010 - Present
A.G. Edwards & Sons, Inc.   September 1997 - June 2010

Skills
Retirement Planning, Investments, Mutual Funds, Bonds, Stocks, College Education..., Wealth Management, Alternative Investments, Asset Management, Retirement, Asset Allocation, Estate Planning, Fixed Annuities, Trading, Equities, Credit, Securities, Series 63, Portfolio Management, Financial Analysis, Risk Management

Education
Denison University   1982 — 1986
B.A., Economics

St. Louis Country Day

Roger Roble Roger Roble Greater Pittsburgh Area Details
Roger Roble's A.G. Edwards & Sons, Inc. Experience 1995 - 2000
Job President at Roble Belko & Company
Industry Investment Management
Experience
Roble Belko & Company   September 2000 - Present
A.G. Edwards & Sons, Inc.   1995 - 2000
Credit Suisse  1986 - 1995

Education
Carnegie Mellon University - Tepper School of Business   1984 — 1986
Master of Business Administration (MBA), Finance

Carnegie Mellon University   1981 — 1985
Bachelor of Science (B.S.), Industrial Management/Information Systems

Jennifer Weissner Jennifer Weissner Greater Chicago Area Details
Jennifer Weissner's A.G. Edwards & Sons, Inc. Experience July 1990 - July 1994
Job Legal Services Professional
Industry Legal Services
Experience
Oakwood Worldwide  July 1994 - February 2002
A.G. Edwards & Sons, Inc.   July 1990 - July 1994

Skills
Accounts Receivable, Accounts Payable, Management, Customer Service, Budgets, Administration, Problem Solving, Outlook, Event Planning, Office Equipment, Microsoft Office

Education
DePaul University   2010 — 2010
Paralegal Certificate

University of Wisconsin-Madison   1986 — 1990
Bachelor of Arts, English

John Davoli John Davoli Rochester, New York Area Details
John Davoli's A.G. Edwards & Sons, Inc. Experience January 2007 - October 2008
Job EPO at ITT Goulds Pumps
Industry Financial Services
Experience
HSBC  EngineerITT Goulds PumpsOctober 2011 - Present
A.G. Edwards & Sons, Inc.   January 2007 - October 2008

Skills
Portfolio Management, Banking, Investments, Wealth Management, Credit, Financial Planning, Loans, Financial Services, Financial Analysis, Risk Management, Engineering

Education
Canisius College   2005 — 2006
M.S., Administration/MBA

University at Buffalo   2002 — 2004
B.A., Psychology

Brad Flowers Brad Flowers Greenville, North Carolina Details
Brad Flowers's A.G. Edwards & Sons, Inc. Experience August 2004 - February 2006
Job Investment Counselor
Industry Financial Services
Experience
BB&T  September 2012 - Present
BB&T  October 2010 - September 2012
Wells Fargo Advisors  June 2008 - September 2010
BB&T  February 2006 - June 2008
A.G. Edwards & Sons, Inc.   August 2004 - February 2006

Skills
Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Financial Analysis, Wealth Management, Series 7, Investments, Retail Banking, Risk Management, Lines Of Credit, Customer Service, Leadership, Sales, Insurance, Retirement Planning

Education
East Carolina University - College of Business
Master of Business Administration (MBA)

Purav Patel Purav Patel Greater New York City Area Details
Purav Patel's A.G. Edwards & Sons, Inc. Experience May 2007 - August 2007
Job Seeking opportunities in Finance industries
Industry Financial Services
Experience
T3 Trading Group, LLC  January 2010 - June 2013
Wachovia, A Wells Fargo Company  September 2008 - April 2009
A.G. Edwards & Sons, Inc.   May 2007 - August 2007

Skills
Financial Modeling, Equities, Portfolio Management, Investments, Hedge Funds, Investment Banking, Trading, Corporate Finance, Private Equity, Series 7, Options, Finance, Asset Allocation, Analysis, Mutual Funds, FINRA, Bloomberg, Forecasting, Series 63, Securities, Financial Analysis, Valuation, Capital Markets, Equity Trading, Proprietary Trading, Trading Strategies, Financial Risk, Derivatives, Electronic Trading, Financial Markets, Trading Systems, Technical Analysis, Equity Research

Education
Emory University   2005 — 2009
Economics; Mathematics, Finance

Emory University

Harold Gaines Harold Gaines Wichita, Kansas Area Details
Harold Gaines's A.G. Edwards & Sons, Inc. Experience February 1998 - November 2001
Job Computer Software Professional
Industry Computer Software
Experience
A.G. Edwards & Sons, Inc.   February 1998 - November 2001
Browing Arms   November 1994 - January 1998

Skills
Java, C#, SQL, Unix Administration, Shell Scripting, Fortran, C, Awk, HP-UX, Unix, JavaScript, XML, Software Development, MySQL, Linux, C++, Databases

Education
Washington University in St. Louis   1987 — 1990
Computer Science

Eastern New Mexico University   1983 — 1986
Bachelor of Science (B.S.), Computer Science, 3.8

Washington University in St. Louis   1981 — 1983

Brandy Burch Brandy Burch Abilene, Texas Area Details
Brandy Burch's A.G. Edwards & Sons, Inc. Experience November 2002 - December 2005
Job Administrative Assistant at Abilene Regional Medical Center
Industry Hospital & Health Care
Experience
WolfePak Software  July 2013 - Present
Abilene Regional Medical Center  November 2012 - July 2013
Sears Methodist Retirement System  July 2009 - November 2012
Marsh & McLennan Companies, Inc.   April 2007 - June 2009
A.G. Edwards & Sons, Inc.   November 2002 - December 2005

Skills
Elder Care, Patient Education, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Employee Relations, Policy, Event Management

Education
Des Moines Area Community College   2004 — 2006
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General

Des Moines Area Community College   2004 — 2006
Diploma, Graphic Technologies

“Dan Holladay” “Dan Holladay” Wichita, Kansas Details
“Dan Holladay”'s A.G. Edwards & Sons, Inc. Experience December 1983 - February 2007
Job Business Consultant
Industry Investment Management
Experience
RD Ventures,LLC   November 2012 - Present
American Petro-Hunter   March 2009 - November 2012
RD Ventures,LLC   February 2007 - February 2009
A.G. Edwards & Sons, Inc.   December 1983 - February 2007

Skills
Strategic Planning, Petroleum, New Business Development, Customer Service, Business Development, Project Management, Real Estate, Investments, Negotiation, Sales Management, Mergers

Education
Eastern New Mexico University   1981 — 1983
Associate of Science (A.S.), Petroleum Technology/Technician, A

University of Kansas   1978 — 1980
Geology/Earth Science, General

Mark E. LeFevre Mark E. LeFevre Greater Chicago Area Details
Mark E. LeFevre's A.G. Edwards & Sons, Inc. Experience August 1978 - August 1982
Job President at Heritage Wealth Management, LLC
Industry Financial Services
Experience
Heritage Wealth Management, LLC   January 2006 - Present
Wachovia Securities Financial Network  December 1994 - July 2005
Wachovia Securities Financial Network  August 1982 - July 2005
Wachovia Securities Financial Network  September 1986 - December 1994
A.G. Edwards & Sons, Inc.   August 1978 - August 1982

Skills
Investments, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Asset Management, Retirement, Estate Planning

Education
University of Pennsylvania - The Wharton School
CIMA Program Graduate, Finance and Financial Management Services

College for Financial Planning

DePaul University
Post Graduate Study

Michigan State University   1965 — 1969
B.S. Business Administration

Northern Illinois University
Post Graduate Study

Philip Edwin Huffman Philip Edwin Huffman Gulfport, Mississippi Details
Philip Edwin Huffman's A.G. Edwards & Sons, Inc. Experience April 1985 - January 2008
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2009 - Present
Wachovia Securities, LLC  January 2008 - May 2009
A.G. Edwards & Sons, Inc.   April 1985 - January 2008

Skills
Investments, Asset Allocation, Retirement Planning, Long Term Care Insurance, Life Insurance, Disability Insurance

Education
College for Financial Planning   1992 — 1994
Certificate in Financial Planning, Investments, Insurance, Income Tax, Retirement Planning & Employee Benefits, Estate Planning

Joseph Hinshaw IV Joseph Hinshaw IV Greater New York City Area Details
Joseph Hinshaw IV's A.G. Edwards & Sons, Inc. Experience June 2000 - September 2000
Job Project Manager, Field Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  October 2012 - Present
Morgan Stanley Smith Barney  September 2007 - October 2012
Morgan Stanley Smith Barney  January 2003 - September 2007
Performance Specialist Group   June 2002 - August 2002
A.G. Edwards & Sons, Inc.   June 2000 - September 2000
Lyden Dolan Nick, LLC   June 1998 - January 1999

Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 3

Education
Drew University   1999 — 2003
Bachelor's degree, Economics

Francis Murphy Francis Murphy Greenwich, Connecticut Details
Francis Murphy's A.G. Edwards & Sons, Inc. Experience June 1996 - January 2008
Job Associate Director at R. W. Pressprich & Co.
Industry Investment Management
Experience
R. W. Pressprich & Co.   October 2012 - Present
Doubloon Capital   2010 - 2011
FTGX/Sirenum Capital LLC   January 2008 - June 2010
A.G. Edwards & Sons, Inc.   June 1996 - January 2008

Skills
Hedge Funds, Equities, Trading, Portfolio Management, Derivatives, Investments, Options, Mutual Funds, Due Diligence, Asset Allocation

Education
Cornell University   2006 — 2008
Master of Business Administration (MBA)

Iona College
Bachelor of Science (BS), Economics

Gregory Thies Gregory Thies Saint Louis, Missouri Details
Gregory Thies's A.G. Edwards & Sons, Inc. Experience March 2003 - February 2005
Job Compliance Manager Surveillance & Oversight at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2005 - Present
A.G. Edwards & Sons, Inc.   March 2003 - February 2005
A.G. Edwards & Sons, Inc.   November 1999 - February 2003

Education
Fontbonne University   2000 — 2002
Master of Business Administration (M.B.A.)

DePaul University   1995 — 1999
Bachelor of Science, Finance, General

Sara Morcom Sara Morcom Wilmot, New Hampshire Details
Sara Morcom's A.G. Edwards & Sons, Inc. Experience June 2003 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Dartmouth-Hitchcock  2014 - Present
Stifel Nicolaus  2008 - 2013
A.G. Edwards & Sons, Inc.   June 2003 - October 2008
Merrill Lynch  1997 - 2003

Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Equities, Securities, Retirement, Asset Allocation, Series 9, Series 10

Education
Norwich University   2003 — 2005
Master of Business Administration (M.B.A.), Business Administration

Colby-Sawyer College   1991 — 1995
Bachelor of Science (B.S.), Business Administration

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