A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at A.G. Edwards & Sons, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,393 A.G. Edwards & Sons, Inc. employees in database. Find out everything there's to know about A.G. Edwards & Sons, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
A.G. Edwards & Sons, Inc. Employees
AdvoCare November 2011 - Present
Ameriprise Financial Services, Inc. October 2002 - Present
A.G. Edwards & Sons, Inc. July 1999 - October 2002
Skills
Customer Service, Marketing, Team Building, Social Media Marketing, Event Planning, Microsoft Office, Social Networking, Direct Sales, Advertising, Microsoft Excel, Facebook, Microsoft Word
Education
Lincoln Community High School 1995 — 1999
Heartland Community College
Wilbanks Wealth Management Group Inc. June 2007 - Present
A.G. Edwards & Sons, Inc. January 1998 - May 2007
Amoco Production Co January 1980 - December 1997
Skills
Asset Management, Fixed Income, Strategic Financial..., Retirement, Mutual Funds, Life Insurance, Long Term Care Insurance, Variable Annuities, Investment Advisory, Series 7, Series 63, Series 24
Education
Fort Lewis College 1974 — 1978
Bachelor's Degree, Business Administration
Hanson McClain June 2005 - Present
Principal Financial Group May 2003 - June 2005
A.G. Edwards & Sons, Inc. April 2002 - May 2003
Van Kampen Investments May 2000 - April 2002
Skills
Series 6, 7, 63, 65, 66, Management, Retirement Planning, Marketing, Investments, Wealth Management, Mutual Funds, Retirement, Asset Management, Finance, Investment Advisory
Education
Illinois State University
Franklin Templeton Investments October 2008 - Present
AIG SunAmerica January 2007 - October 2008
A.G. Edwards & Sons, Inc. December 2000 - January 2007
Skills
Variable Annuities, Series 7, Financial Services, Fixed Annuities, Equities, Marketing, Mutual Funds, Estate Planning, Sales, Series 63, Separately Managed..., New Business Development, Retirement Planning, FINRA, Uniform Combined State...
Education
Grand Valley State University 2010 — 2012
MBA
Michigan State University 1991 — 1995
BA, Business Administration
Kite Realty Group October 2004 - Present
Plexus Corp. July 2002 - October 2004
A.G. Edwards & Sons, Inc. 1999 - 2002
Skills
Acquisitions, Valuation, Financial Analysis, Financial Modeling, Mergers, Finance, Real Estate, Investments, Accounting, Due Diligence, Strategic Planning, Process Improvement, Strategic Financial..., Negotiation, Banking, Budgets, Financial Reporting, Risk Management, Portfolio Management, Insurance
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachlor, Finance, Economics
Indiana University Bloomington 1995 — 1999
BA, Finance/Economics
Maastricht University 1998 — 1998
NA, Economics
Tipton High School 1992 — 1995
High School, General
MB Financial Bank February 2014 - Present
Chicago Avenue Salon October 2005 - Present
Madison Street Capital October 2012 - February 2014
JP Morgan Chase March 2005 - March 2011
A.G. Edwards & Sons, Inc. 1994 - 2005
Lenscrafters June 1995 - November 1995
Skills
Client Relations Skills, Risk Assessment, Investment Strategies, Solution Selling, New Business Development, Team Leadership, Market Analysis, Market Penetration, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Investment Banking, Teamwork, Corporate Finance, Mergers, M& A, Capital Advisory, Banking, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Management, Financial Services, Securities, Analysis, Equities, Valuation, Forecasting, Consumer Lending, Capital, Wealth Management
Education
Illinois Wesleyan University 1991 — 1995
BA, Business Administration/Finance, Physics minor
Dekalb 1988 — 1991
High School, Math, Science, English
Raymond James Financial Services, Inc. 2003 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2002 - Present
A.G. Edwards & Sons, Inc. July 1994 - May 2002
Dean Witter Reynolds, Inc. June 1991 - July 1994
First Securities Company, Bond Division of First Horizon Bank December 1986 - June 1991
WALA TV March 1982 - November 1986
WLEX-TV January 1981 - March 1982
WVLK AM FM September 1979 - January 1981
WWKY September 1978 - September 1979
WOMI AM FM January 1978 - August 1978
Skills
Securities, Estate Planning, Uniform Combined State..., Wealth Management, Insurance, Mutual Funds
Education
Spring Hill College 2001 — 2008
M.A., Theology
Fordham University 1972 — 1976
B.A., Communications
Henry Schein Orthodontics, Ortho Organizers Inc. October 2013 - Present
Paycor September 2010 - October 2013
Paychex August 2003 - September 2010
Deloitte July 2000 - August 2003
A.G. Edwards & Sons, Inc. August 1997 - March 2000
Banana Republic October 1996 - August 1997
Skills
Sales Force Development, Sales Presentations, Salesforce.com, Sales Process, Account Management, Payroll, Sales, Recruiting, Cold Calling, Solution Selling, Human Resources, Selling, Building Relationships, Direct Sales, Sales Operations, Customer Service
Education
Georgia Southern University 1990 — 1996
Bachelor's degree, Communications
The Black Family Special Education ParaprofessionalBoise School DistrictJanuary 2014 - Present
Boise School District September 2011 - Present
Boise School District September 2011 - Present
Hawkins Smith Management, Inc. 2001 - October 2004
Wells Fargo 2000 - 2001
A.G. Edwards & Sons, Inc. 1998 - 2000
Skills
Lesson Planning, Teaching, Customer Service, Curriculum Design, Tutoring, Elementary Education, Leadership, Microsoft Office, Teacher Training, Public Speaking, Curriculum Development
Education
Idaho State University 1997 — 1998
Wells Fargo Advisors July 2008 - Present
A.G. Edwards & Sons, Inc. January 1998 - April 2008
A.G. Edwards & Sons, Inc. August 1995 - December 1999
Advest, Inc. June 1993 - August 1995
Edward Jones January 1990 - June 1993
Commerce Bank January 1988 - May 1989
Skills
Retirement, Investments, Finance, Series 7, Equities, Equity Research, Portfolio Management, Retirement Planning, Series 63, Asset Allocation
Education
The American University 1986 — 1987
Bachelor of Science (BS), Marketing, 3.2
University of Missouri-Columbia 1983 — 1985
Chaminade College Preparatory 1976 — 1983
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.6
Wells Fargo Advisors April 2012 - Present
Avon January 1982 - Present
Robert Half Finance & Accounting August 2011 - April 2012
Panera Bread December 2007 - February 2011
A.G. Edwards & Sons, Inc. September 1997 - December 2007
Skills
Microsoft Excel, Organizational..., Ten Key, Financial Accounting, Collateral, Studying for Series 7, Customer Service, Forecasting, Accounting, Leadership
Education
Greenville College 2001 — 2003
Bachelor of Arts (BA), Organizational Leadership and accounting
Illinois Central College 1990 — 1991
Associate's degree, Accounting, 4.0
Southern Illinois University, Edwardsville 1983 — 1986
Computer Science/ Physics, 3.5
Zweig Tribbett Financial Group of Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. 1981 - 2008
Skills
Investments, Asset Allocation, Retirement Planning, Retirement, Investment Strategies
Education
Indiana University 1973 — 1978
Bachelor of Arts (B.A.), Chemistry
North Side High School 1970 — 1973
North Side High School Fort Wayne 1970 — 1973
Wells Fargo Advisors November 2008 - Present
Wells Fargo Advisors May 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Edward Jones February 2001 - January 2005
Skills
Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation
Education
Fontbonne University 1995 — 1999
BSBA, BUSINESS ADMINISTRATION, CONCENTRATION IN FINANCE
Valle Catholic
Sony Pictures Entertainment January 2007 - January 2015
New Line Cinema August 2004 - December 2005
Miramax Films December 1998 - July 2004
A.G. Edwards & Sons, Inc. June 1995 - August 1998
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Communication and Media Studies
Spelman College
Bachelors, Economics
University of California, Los Angeles
Certificate, Feature Film Writing
Saturday Capital, LLC April 2011 - Present
Think Big Partners, LLC August 2013 - Present
Mariner Private Equity, LLC March 2007 - April 2011
A.G. Edwards & Sons, Inc. 1992 - 2007
Eagle Snacks, Inc. 1991 - 1992
Dean Witter July 1987 - August 1989
Skills
Mergers, Entrepreneurship, Strategy, Venture Capital, Due Diligence, Private Equity, Investments, Mergers & Acquisitions, Management, Start-ups, Financial Modeling, Valuation, Investment Banking, Strategic Planning, Finance, Acquisitions, Financial Structuring, Business Valuation, Consulting, Accounting, M&A experience, Private Placements, Business Development, Business Planning, Business Process..., Corporate Development, Corporate Finance, Executive Management, Financial Analysis, Leadership
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Accounting
Georgetown University 1983 — 1987
BSBA, Finance
FFVA Mutual Insurance Co. - The Choice for Workers' Compensation May 2003 - Present
A.G. Edwards & Sons, Inc. 2002 - 2003
IMS Financial Group 1996 - 2002
Skills
Bloomberg Terminal, Morningstar, Fixed Income Portfolio..., Fixed Income Analysis, Portfolio Management, Municipal Bonds, MBS, Bonds, Financial Analysis, Accounting, Management, Insurance, Account Reconciliation, Trading, Investments, Financial Advisory, Fixed Income, Valuation, Investment Management, Financial Modeling, Tax, Mutual Funds, Equities, Corporate Finance, Asset Allocation, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2002 — 2003
Master of Business Administration (MBA), Accounting and Finance
Florida Southern College 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - December 2007
Paine Webber December 1993 - August 1994
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Equities, Strategic Financial..., Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Series 63, Securities, Retirement, Financial Analysis, Finance, Investment Management, Financial Planning
Education
Hobart and William Smith Colleges 1989 — 1993
Bachelor of Science (B.S.), Economics
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Scottrade September 2011 - Present
Edward Jones July 2007 - Present
Edward Jones September 2000 - Present
G. Edwards October 2006 - July 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Edward Jones 2000 - 2007
Edward Jones February 2005 - October 2006
Edward Jones September 2000 - February 2005
Skills
System Testing, Test Planning, Defect Tracking, Traceability Matrix, Performance Testing
Education
Fontbonne University 2004 — 2006
Masters, Business Administration
Lincoln University (MO) 1996 — 2000
Bachelor, Computer Information Technology
Lincoln University, Jefferson
Bachelor of Science, Computer Information Systems; Business Administration
Fontbonne University
Master of Science, Business Administration
University of MO St. Louis
Tennessee Consolidated Retirement System (TCRS) May 2014 - Present
Private Markets Diligence October 2013 - April 2014
Mercer Investment Consulting January 2011 - May 2013
Hammond Associates January 2004 - January 2011
Yale International Institute for Corporate Governance April 2003 - August 2003
A.G. Edwards & Sons, Inc. August 1998 - August 2001
Skills
Alternative Investments, Investments, Private Equity, Venture Capital, Real Estate, Energy, Distressed Debt, Mezzanine, Buyouts, Portfolio Management, Fixed Income, Mergers & Acquisitions, Fund Of Funds, Due Diligence, Asset Allocation
Education
Yale School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Georgetown University 1994 — 1998
BSFS, International Economics
Institut d'Etudes politiques de Strasbourg 1996 — 1997
Certificat d'Etudes Politiques, Economics
Saint Louis Priory 1988 — 1994
Thompson, Siegel & Walmsley April 2006 - Present
BB&T Capital Markets October 2003 - April 2006
Wachovia Securities, LLC October 2000 - October 2003
A.G. Edwards & Sons, Inc. May 1997 - October 2000
Skills
Equities, Financial Modeling, Valuation, Investments, Asset Management, Financial Analysis, Equity Research, Portfolio Management
Education
Hofstra University 1994 — 1995
MBA, Finance
Western Kentucky University 1989 — 1993
BS, Economics
Scottrade Inc. October 2007 - Present
A.G. Edwards & Sons, Inc. December 2005 - October 2007
Skills
Investments, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services, Leadership, Financial Planning, Retirement Planning, Mutual Funds
Education
Fontbonne University 2007 — 2009
Bachelor of Arts (B.A.), Global Business/Organizational Studies
Wells Fargo Advisors Financial Network May 2013 - Present
Morgan Stanley Smith Barney June 2009 - May 2013
Smith Barney September 2003 - June 2009
A.G. Edwards & Sons, Inc. March 1992 - October 2003
Skills
Portfolio Management, Retirement Income..., Investments, Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Retirement, Equities, Investment Strategies, Insurance, IRAs, 401k Rollovers, Risk Management, Multigenerational..., Relationship Management, Tax-Efficient Strategies, Estate Investment..., Simple IRA, Roth IRA, Bonds, Retirement Savings, Variable Annuities, Retirement Plan..., Multi-generational...
Education
Ithaca College 1988 — 1991
B.S., Economics Management
Florida International University 1986 — 1988
Hospitality Management
Highland High School 1982 — 1986
EY October 2015 - Present
Greenleaf Capital Partners June 2013 - October 2015
Moloney Securities Asset Management October 2012 - June 2013
Saint Louis University May 2012 - October 2012
First Bankers Trust Company July 2010 - August 2011
First Bankers Trust Company May 2009 - July 2010
Merrill Lynch May 2008 - January 2009
A.G. Edwards & Sons, Inc. May 2005 - August 2007
Skills
Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Risk Management, Valuation, Banking, Analysis, Securities, Private Equity, Legal Research, Credit Analysis, Investment Banking, Employment Law, Mutual Funds, Special Purpose...
Education
Saint Louis University School of Law 2011 — 2014
J.D., Law, Top 20%
Quincy University 2010 — 2011
MBA, Business Administration and Management, General
Illinois College 2007 — 2010
B.S., Economics, Finance
Quincy Notre Dame
Wells Fargo Advisors, LLC April 1990 - Present
A.G. Edwards & Sons, Inc. 1990 - 2008
E.F. Hutton & Co 1984 - 1990
Skills
Public Speaking, Customer Service, Team Building, Insurance, Strategic Planning, Investments, Leadership, Process Improvement, Long Term Care Insurance, Retirement Income, 401k Rollovers, Asset Allocation, Estate Investment..., Concentrated Stock..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Multigenerational..., Retirement Planning
Education
Indiana University Bloomington
Indiana University—Purdue University Fort Wayne
Walmart March 2015 - Present
Walmart June 2014 - March 2015
Walmart August 2011 - June 2014
Kaskaskia College December 2009 - August 2011
A.G. Edwards September 2005 - February 2009
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. July 2003 - September 2005
A.G. Edwards & Sons, Inc. March 1999 - July 2003
A.G. Edwards & Sons, Inc. July 1996 - March 1999
TRI-COR Industries, Inc June 1994 - July 1996
Skills
ITIL v3 Foundations..., Change Management, Leadership, Servant Leadership, Product Management, Application Lifecycle..., Infrastructure..., IT Management, SDLC
Education
Webster University 1994 — 1996
Masters, Computer Resouce Information Management
Greenville College 1990 — 1994
BS, Management Information Systems
Wesclin 1986 — 1990
Cannot Provide Information At This Time 2008 - Present
American Document Management February 2006 - March 2008
The 21st Amendment April 2005 - December 2006
LGC Associates November 2004 - June 2005
A.G. Edwards & Sons, Inc. October 1998 - February 2002
Education
Ivy Tech Community College 2008 — 2011
Business
Normandy High School 1980 — 1984
H.S. Diploma, General Education-Office Occupations
Mass Financial June 2010 - Present
SunTrust Bank March 2008 - August 2009
Lehman Brothers November 2004 - March 2008
A.G. Edwards & Sons, Inc. March 2001 - March 2003
Skills
Financial Analysis, Financial Management, Financial Modeling, Business Process..., Six Sigma, Sales Management, Management Consulting, Capital Management, Working Capital..., Debt Raising, Account Management, Key Account Management, Business Strategy, Business Management, Small Business, Marketing Strategy, Marketing Communications, Team Building, Team Management, Cross-functional Team..., Management, Banking, Mergers & Acquisitions, Mortgage Lending, Managerial Finance, Sales, Finance, Investments, Underwriting, Loans
Education
Florida Atlantic University 2010 — 2012
Lean Six Sigma Black Belt, Lean Six Sigma Methodology
Palm Beach Atlantic University 2009 — 2010
MBA, Business Administration
University of Central Florida - College of Business Administration 1998 — 2000
Bachelors of Science, Finance
Martin County High School
Investology, Inc. October 2004 - Present
Biotechnology Company 1997 - 2002
Ladenburg Thalmann and Co., Inc. 1996 - 1997
A.G. Edwards & Sons, Inc. 1993 - 1996
SouthCoast Capital Corporation 1991 - 1993
Prudential Securities 1990 - 1991
Merit Dental January 1986 - September 1989
W.R. Grace and Co. 1978 - 1980
Skills
Operations Management, Strategic Planning, Financial Modeling, Due Diligence, Venture Capital, Mergers, Competitive Analysis, Equity Research, Licensing, Strategy, Retail, Mergers & Acquisitions, Investment Banking, Project Management, Portfolio Management, Valuation, Finance, Budgets, Commercialization, Investments, Start-ups, IPO, Bloomberg, Business Development, Biotechnology, Accounting, Intellectual Property, Biochemistry, Equities, Business Strategy, Corporate Development, Entrepreneurship, Corporate Finance, M&A experience, Management, Investor Relations, Private Equity, Financial Analysis, Competitive Intelligence, Market Research, Lifesciences, Executive Management, Private Placements, Business Planning, Restructuring, Energy, Technology Transfer, Analysis, Emerging Markets, Market Analysis
Education
M.Sc., Biochemistry
B.Sc., Chemistry
Harvard Business School
DBA Candidate, Finance
Pace University
MBA, Finance
Health Care Reform Attorneys, P.C. June 2014 - Present
Moulder Law 2012 - Present
Earn Like a Pro 2013 - Present
Ungaretti & Harris LLP 2010 - 2011
PricewaterhouseCoopers 2009 - 2009
Deloitte 2008 - 2008
A.G. Edwards & Sons, Inc. 2007 - 2007
Gabriel, McCartney & Wagner, P.C., 2005 - 2007
Dirxion Software 2000 - 2003
Skills
Employee Benefits, Tax, Executive Compensation, ERISA Controlled Group..., ERISA, Legal Research, Corporations, Private Equity, Business, 409A, Legal Writing, Healthcare Reform, Executive Pay, Tax Law, Affordable Care Act, Due Diligence, International Tax, Litigation, Health Care Reform, Employment Law
Education
Georgetown University Law Center 2009 — 2010
LL.M. in Taxation, Employee Benefits
Saint Louis University School of Law 2004 — 2007
Juris Doctorate
The University of Kansas 2000 — 2004
Bachelor of Science, Business Administration
Kirkwood High School 1996 — 2000
15 Hereford Street
Black Bull Options June 2012 - Present
AGL Resources January 2011 - April 2012
Cleco Corporation October 2008 - November 2010
Charles Schwab February 2008 - October 2008
A.G. Edwards & Sons, Inc. May 2007 - September 2007
Brown Gibbons Lang & Company LLC May 2006 - September 2006
SUPERIOR SOUND July 1999 - December 2004
Merrill Lynch May 2003 - July 2003
ANMAR FOR DEVELOPMENT December 1996 - December 1998
Skills
Tactical Asset..., Asset Management, Corporate Finance, Financial Reporting, Mergers, Corporate Treasury, Valuation, Financial Modeling, Treasury Management, Asset Managment, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Analysis, Investment Banking, Equities, Finance, Trading, Management, Financial Analysis
Education
CFA Institute 2011 — 2014
Indiana University - Kelley School of Business 2004 — 2007
BS, Finance
Aegis Strategies, LLC January 2015 - Present
Alpha Epsilon Pi - University of Missouri 2006 - Present
Aegis Strategies, LLC August 2012 - January 2015
Alpha Epsilon Pi 2011 - 2014
Fleishman-Hillard 2011 - 2012
Center for Entrepreneurship at Saint Louis University 2011 - 2012
Warehouse of Fixtures 2008 - 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
CJW Medical Center (HCA) 2004 - 2004
Reston Hospital Center (HCA) 2003 - 2004
Skills
Project Management, Social Media, Negotiation, Customer Service, Marketing Strategy, SharePoint, Supply Chain Management, Team Building, Business Analysis, Financial Analysis, Innovative Thinking, Customer Relations, Entrepreneurship..., Microsoft CRM, Visio, Building Relationships, Supply Chain..., Portfolio Management, MBA, Supply Chain Consulting, Project Portfolio..., Supply Chain Network..., Business Planning, B2B Sales, Social Media Monitoring, Social Media Development, SEO, Data Analysis, Content Management, Management, Entrepreneurship, Supply Chain, Small Business, Leadership, B2B
Education
Saint Louis University 2011 — 2012
MBA
University of Missouri-Columbia, College of Business 2004 — 2006
B.S., Business Administration
George Mason University 2001 — 2004
Studied Biology
UBS Financial Services August 2007 - Present
A.G. Edwards & Sons, Inc. November 2005 - August 2007
Axiom September 2002 - June 2005
UBS September 1998 - September 2002
Education
Fairleigh Dickinson University 1993 — 1997
B.S., Business Management
J&J Telecommunications, Inc. October 2008 - Present
A.G. Edwards & Sons, Inc. June 1994 - August 1996
Shearson Lehman Brothers February 1992 - June 1994
Skills
Accounts Payable, Accounts Receivable, Excel, Accounting, Billing, Microsoft Office, Word, Customer Service, Quickbooks, General Ledger, Invoicing, Outlook, Budgeting, Reconciliation, Payroll, Inventory Management, Financial Reporting, Data Entry, Account Reconciliation, Spreadsheets, Purchasing, Payroll Processing, Bookkeeping, Trend Analysis, Microsoft Word, Management, Microsoft Excel, Budgets, Leadership, Account Management, Team Building, Petty Cash, Invoice Processing, Team Leadership, Journal Entries, Bank Reconciliation, Peachtree, Great Plains Software, Cash Receipts, 10 Key, ADP Payroll, Expenses, Expense Reports, Balance, Cash, New Business Development, Direct Sales, Sales
Education
University of Houston 2001 — 2006
MUSIC PERFORMANCE
Galveston College 2000 — 2001
Certified Nurses Aide, Nursing Assistant/Aide and Patient Care Assistant/Aide, CNA Certification
St. Louis Community Credit Union January 2014 - Present
St. Louis Community Credit Union August 2013 - January 2014
St. Louis Community Credit Union December 2011 - August 2013
St. Louis Community Credit Union December 2010 - December 2011
Brown Shoe (now known Caleres) November 2006 - December 2010
Brown Shoe Company (now known as Caleres) December 2005 - November 2006
A.G. Edwards & Sons, Inc. May 2001 - November 2005
A.G. Edwards (now known as Wells Fargo) September 1999 - May 2001
Doane Marketing Research June 1999 - September 1999
University of Illinois August 1998 - May 1999
Skills
Press Releases, Media Relations, Public Relations, Marketing Communications, Corporate Communications, Internal Communications, Newsletters, Advertising, Fundraising, Editing, Strategy, Strategic Planning, Community Outreach, Leadership, Non-profits
Education
University of Illinois at Urbana-Champaign 1997 — 1999
MS, Advertising Management, Branding
Illinois State University 1994 — 1997
BS, Public Relations
Wells Fargo September 2000 - Present
Wachovia January 2008 - September 2009
A.G. Edwards & Sons, Inc. September 2000 - December 2007
NetEffects September 2000 - September 2004
BMC Software 1998 - 2000
PLATINUM Technology 1997 - 1998
United States Department of Defense May 1994 - August 1996
Education
James Madison University 1999 — 2001
MS, Computer Science - Information Security
University of Missouri - St. Louis 1991 — 1997
BS, Computer Science
Eli Lilly and Company January 2015 - Present
Eli Lilly and Company March 2012 - December 2014
Eli Lilly and Company January 2011 - March 2012
AYS, Inc. September 2010 - September 2011
AYS Inc 2004 - September 2010
Blue & Co., LLC January 2005 - April 2007
A.G. Edwards & Sons, Inc. September 2003 - December 2004
Ernst & Young February 1999 - September 2003
Crossmann Communities/ Beazer Homes 1997 - 1999
Skills
Financial Reporting, Accounting, Auditing, Finance, Financial Analysis, Sarbanes-Oxley Act, Tax, Financial Accounting, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley, Management
Education
Morehead State University 1996 — 1997
Bachelors, Accounting
Harding University 1993 — 1996
Accounting
Citigroup February 2013 - Present
International Rescue Committee 2012 - 2013
Citigroup June 2008 - November 2011
Empire State Development Corporation June 2007 - September 2007
A.G. Edwards & Sons, Inc. September 2006 - June 2007
Skills
Microsoft Suite and..., Intermediate Level in..., Fluent in English and..., Workday - HR System...
Education
Pace University 2014 — 2014
Certificate in Professional HR Management, HR Management Fundamentals & Related Laws, A
Fordham University 2004 — 2008
Bachelor of Science, Business Administration, Concentration: Finance
JumpStart NYC
McGraw-Hill Education October 2014 - Present
Maxim Healthcare Services June 2013 - September 2014
Maxim Healthcare Services December 2012 - June 2013
Maxim Healthcare Services January 2012 - December 2012
Maxim Healthcare Services October 2010 - January 2012
Walgreens October 2009 - February 2010
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Sales, Applicant Tracking..., Customer Service, Healthcare, Temporary Placement, Recruiting, Talent Acquisition, Employee Relations, Account Management, Leadership, Cold Calling, Team Building, Interviews, Marketing, Management, Networking
Education
Gettysburg College 2005 — 2009
BA, Business Management, Health Sciences
World Wide Technology May 2010 - June 2013
PricewaterhouseCoopers October 2006 - May 2010
A.G. Edwards & Sons, Inc. June 2004 - October 2006
Education
Fontbonne University
UBS Financial Services, Inc. March 2008 - Present
A.G. Edwards & Sons, Inc. February 2000 - March 2008
Education
Heartland Community College 1995 — 1996
General Studies
Bloomington (IL) High School 1991 — 1995
BB&T July 2010 - Present
StellarOne Bank July 2007 - July 2010
StellarOne Wealth Management May 2005 - July 2007
A.G. Edwards & Sons, Inc. June 2004 - March 2005
James Madison University Baseball August 2003 - December 2003
Skills
Credit Analysis, Lines Of Credit, Commercial Banking, Loans, Treasury Services, Consumer Lending, Underwriting, Credit, Asset Based Lending, Banking, Cash Flow Lending
Education
James Madison University - College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Winthrop University 1998 — 1999
Accounting
Turner Ashby
Northern Trust August 2010 - Present
MF Global February 2009 - August 2010
Wells Fargo Advisors November 2004 - February 2009
A.G. Edwards & Sons, Inc. May 2000 - November 2004
Skills
Internal Controls, Accounting, Account Reconciliation, General Ledger, Auditing, Finance, Mergers & Acquisitions, CPA, Sarbanes-Oxley Act, GAAP, PeopleSoft, Variance Analysis, Process Improvement, Analysis, Financial Statements, Consolidation, Journal Entries, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2005
Master's Degree, Masters of Science in Accountancy
Greenville College 1996 — 2000
Bachelor's Degree, Accounting
Raymond James & Associates, Inc. August 2007 - Present
A.G. Edwards & Sons, Inc. February 2001 - August 2007
AT&T / SBC / Ameritech Yellow Pages June 1989 - December 2000
IDS Financial Services 1987 - 1989
South Bend Medical Foundation, Inc. 1979 - 1987
American Forces Network, Europe 1976 - 1977
25th Infantry Division 1975 - 1976
Skills
Investments, Financial Advisory, Strategic Financial..., Finance, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Strategy, Series 7, Estate Planning, Asset Allocation
Education
Indiana University South Bend 1984 — 1995
MBA
Indiana University South Bend 1978 — 1982
B.S.
SBM Management Services, LP October 2013 - Present
Finish Line May 2012 - July 2012
Stanislaus Literacy Center August 2010 - July 2011
Guaranty Bank July 2007 - June 2008
A.G. Edwards & Sons, Inc. May 2006 - February 2007
Skills
Portfolio Management, Strategy, Investments, Business Strategy, Leadership, Economics, Data Analysis, Management
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Management, Finance
University of California, San Diego 2001 — 2005
BA, Economics
WELLS FARGO ADVISORS, LLC October 2008 - Present
A.G. Edwards & Sons, Inc. October 1990 - May 2007
Education
Indiana University Bloomington 1965 — 1969
B.S., Marketing
Conservation Lands Foundation April 2015 - Present
U.S. House of Representatives July 2011 - November 2014
U.S. House of Representatives 2010 - 2011
U.S. House of Representatives 2007 - 2010
A.G. Edwards & Sons, Inc. 2004 - 2006
DHL Worldwide Express 2001 - 2003
Skills
Leadership, Management, Strategic Communications, Community Outreach, Legislative Relations, Policy Analysis, Speech Writing, International Relations, Public Policy, Public Speaking, Political Communication, Foreign Policy, Politics, Government, Political Science, Political Campaigns, Non-profits, Human Rights, Grassroots Organizing, Legislative Research, Coalitions
Education
Georgetown University 2010 — 2012
MA, Social and Public Policy
University of California, Los Angeles 2004 — 2006
BA, Political Science
Oppenheimer & Co. October 2007 - December 2010
A.G. Edwards & Sons, Inc. February 2002 - October 2007
First Union Securities February 2001 - April 2002
Education
James Madison University 1984 — 1988
B.S, Polical Science, International Relations
Federal Reserve Bank of St. Louis August 2011 - Present
Federal Reserve Bank of St. Louis August 2010 - August 2011
The Visioneer Group May 2009 - July 2010
Caterpillar May 2008 - August 2008
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Skills
Marketing Strategy, Business Analysis, Project Management, Microsoft Excel, Data Analysis, Process Improvement, Microsoft Office, Financial Analysis, Financial Modeling
Education
Florida Agricultural and Mechanical University 2007 — 2009
Master of Business Administration (MBA)
Florida Agricultural and Mechanical University 2003 — 2007
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
TI Automotive October 2012 - April 2015
TI Automotive March 2008 - October 2012
TI Automotive March 2007 - September 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Tower Automotive 2004 - 2005
Oxford Automotive Inc 1999 - 2003
Lear Corporation 1997 - 1999
Lear Corporation 1996 - 1997
Lear Corporation 1995 - 1996
Lear Corporation 1993 - 1995
Skills
Accounting, Financial Analysis, Manufacturing, Financial Modeling, Cash Management, Forecasting, Finance, Cash Flow, Financial Reporting, Automotive, Managerial Finance, Process Improvement, Sarbanes-Oxley Act, Strategic Planning, Cost Accounting, Supply Chain Management, Budgets, Mergers, Mergers & Acquisitions, Business Planning, Management, Continuous Improvement, Strategic Financial..., Corporate Finance, Auditing, Treasury Management, Personnel Management, Risk Management, Internal Audit, Internal Controls, Due Diligence, Asset Management, Financial Planning, Team Leadership
Education
Michigan State University - The Eli Broad College of Business 1988 — 1989
MBA, Finance
Hillsdale College 1984 — 1988
BS, Finance
Detroit Country Day School 1979 — 1984
Courtney & Braswell Financial Group, LLC April 2015 - Present
VALIC January 2012 - March 2015
Accent Technologies February 2009 - December 2010
UBS October 2007 - January 2009
A.G. Edwards & Sons, Inc. August 2006 - October 2007
Education
Florida State University 1984 — 1987
Master of Science (MS), Computer Science
Florida State University - College of Business 1980 — 1982
BS, Business/Marketing
Raymond James January 2008 - Present
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Education
Florida State University 1997 — 2001
Bachelor's, Marketing
Dr Phillips High School
Blue Fish Wireless Management October 2009 - Present
S & R Resources at Cummins Engine Plant July 2008 - December 2008
Ivy Tech Community College July 2007 - July 2008
A.G. Edwards & Sons, Inc. March 2006 - June 2007
Continental Design & Enginneering/ Guide Corporation August 2004 - December 2005
Education
Ivy Tech Community College 2003 — 2009
Associates of Science, Business Administration
First Bankers Trust InternMerrill LynchMay 2008 - January 2009
A.G. Edwards & Sons, Inc. May 2005 - August 2007
Education
Illinois College 2007 — 2010
North Financial Consultants LLC December 2008 - Present
Raymond James Financial Services, Inc. October 2004 - December 2008
Morgan Keegan & Company, Inc. August 2000 - October 2004
A.G. Edwards & Sons, Inc. July 1998 - August 2000
Raymond James & Associates, Inc. November 1993 - July 1998
Skills
Annuities, Mutual Funds, 401k, 529 Plans, Roth IRA
Education
Florida Atlantic University 1989 — 1992
BA, Finance
University of the District of Columbia August 2006 - Present
Howard University 2001 - 2006
Goshen College 1999 - 2001
A.G. Edwards & Sons, Inc. 1997 - 1998
Education
Howard University
Ph.D., American and African American Literature; Drama
The Stanley Clark School
Washington University in St. Louis
Two B.A. degrees, English/American Literature; African American Literature/Studies
EverBank 2008 - Present
Apex Lending 2007 - 2008
H & R Block / Option One 2005 - 2007
Washington Mutual 2002 - 2005
A.G. Edwards & Sons, Inc. 1998 - 2002
US Army 1986 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Risk Management, English, Windows, Outlook, Public Speaking, Strategic Planning, Negotiation, Financial Modeling, Foreign Currency, Precious Metals, Team Building, Leadership, Process Improvement, Project Management, Brokerage, Managed Money, Banking, Finance, Credit, Loans, Sales, Financial Analysis, Credit Analysis, Mortgage Lending, Mortgage Banking, Management
Education
Florida State University 1992 — 1995
Bachelor of Science (BS), Economics
Florida State University 1992 — 1995
Economics
Wells Fargo Advisors March 2014 - Present
TEKsystems August 2013 - March 2014
Wells Fargo Advisors May 2012 - July 2013
Technisource June 2011 - May 2012
WellPoint April 2008 - May 2011
A.G. Edwards & Sons, Inc. October 1999 - January 2006
Global Solutions Group January 1997 - October 1999
Monsanto January 1996 - January 1997
Advanced Technology Services January 1990 - January 1995
Skills
Integration, MS Project, Requirements Analysis, Compliance, Business Analysis, Software Documentation, Networking, PMP, SharePoint, Visio, Business Intelligence, PMO, Project Management, Security, SDLC
Education
Illinois Central College 1988 — 1991
Electronics Engineering Technology, Electronics Technology
Stifel, Nicolaus & Company, Incorporated July 2015 - Present
Fifth Third Securities April 2002 - July 2015
A.G. Edwards & Sons, Inc. May 1998 - April 2002
Education
Hope College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors Director - Investment Management & Fiduciary Services
Wells Fargo Advisors, LLC October 1997 - June 2010
A.G. Edwards & Sons, Inc. October 1997 - 2008
Skills
Retirement Planning, Wealth Management, Financial Advisory, Retirement Plan..., Retirement, Series 7, Employee Benefits, Finance, Financial Services, 401k, Asset Management, Trust Services, Investment Advisory, Endowments, Foundations, Financial Reporting, Individual Pension Plans, Defined Benefit, Defined Contribution, Wealth Management..., Qualified Retirement..., Outsourcing, IT Solutions, IT Development, Legal Documents, Legal Compliance, Risk Management, Risk Assessment, External Audit, Intercompany Accounts, Intercompany..., Securities Lending, Employee Management, Procedure Manuals, Procedure Development, Procedure Review, Procedure Creation, Fiduciary, Fiduciary Services, Fiduciary Management, Benefit Plan..., Product Development, Product Management, Product Launch, Product Design, Investments, Mutual Funds, Asset Allocation, Investment Management, Voluntary Employee...
Education
Saint Louis University 1975 — 1979
BS BA, Accounting
John Cook School of Business at Saint Louis University
BS Accounting, Accounting
Wells Fargo January 2010 - Present
Wells Fargo Advisors May 2008 - January 2010
Commerce Bank August 2007 - May 2008
A.G. Edwards & Sons, Inc. 1994 - 2007
Skills
SEM, Online Advertising, Online Marketing, Direct Marketing, Web Marketing, Advertising, Customer Acquisition, Content Development, Display Advertising, Web Analytics, Analytics, Digital Marketing, Lead Generation, Integrated Marketing, Website Promotion, Database Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Marketing Communications, Multi-channel Marketing, Digital Strategy, Interactive Marketing
Education
Fontbonne University 1998 — 2000
BBA, Business Administration / Marketing
Gerdau Long Steel North America August 2004 - Present
VyStar Credit Union October 2003 - August 2004
Citi July 2001 - October 2003
A.G. Edwards & Sons, Inc. October 1999 - July 2001
St. John's 8 Theater 1999 - 2000
US Navy July 1989 - October 1999
Skills
Microsoft Office, Troubleshooting, Windows Server, IT Hardware Support, Software Installation, System Administration, Desktop Administration, 5S, TCP/IP, Active Directory, VMware vSphere, Continuous Improvement, Lean Manufacturing, Management
Education
Florida Community College at Jacksonville
Assoicate in Arts
Brevard County Property Appraiser January 2013 - Present
Zonka & Associates, Inc. February 2007 - Present
Waste Management May 2011 - January 2013
City of Palm Bay November 2007 - November 2010
A.G. Edwards & Sons, Inc. 2000 - 2007
SunJet International Airlines 1995 - 1998
Skills
Government, Leadership, Policy, Strategic Planning, Public Speaking, Budgets, Fundraising, Strategy, Leadership Development, Management, Project Management, Public Relations, Project Planning, Public Administration, Training, Program Management, Management Consulting, Community Outreach, Analysis, Nonprofits, Team Building, Economic Development, Politics, Executive Management, Organizational..., Entrepreneurship, New Business Development, Contract Negotiation, Change Management, Small Business, Business Development, Finance, Business Planning, Administration, Strategic Financial..., Public Policy, Proposal Writing, Research, Negotiation, Community Service, Financial Advisory, Contract Management, Trusting Relationships, Insurance, Process Improvement, Operations Management, Humor, Public Sector Financial..., Human Resources, Community Development
Education
University of Central Florida 2015 — 2016
Master's degree (expected 12/2016), Public Administration - MPA
University of Central Florida 2013 — 2015
Graduate Certificate, Public Administration
Florida Institute of Technology 1993 — 1995
BS, Aviation Management
University of Illinois at Urbana-Champaign 1991 — 1993
Certificate, Business/Aviation
Lake Forest Academy 1987 — 1989
Mariner Wealth Advisors July 2015 - Present
Moneta Group January 2010 - Present
A.G. Edwards & Sons, Inc. June 2001 - January 2010
A.G. Edwards & Sons, Inc. 1994 - June 2001
A.G. Edwards & Sons, Inc. 1988 - 1994
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Series 7, Portfolio Management, Strategic Financial..., Retirement, Securities, Series 63, Asset Allocation, 401k
Education
Jefferson College 2002 — 2006
Associate's degree, Business Administration
U.S. Bank March 2015 - Present
Daugherty Business Solutions July 2013 - March 2015
Wells Fargo Bank March 2011 - June 2013
Wachovia Securities, LLC and Wells Fargo Advisors September 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1993 - September 2007
Skills
SDLC, Business Analysis, Multiple Project..., Project Management, Business Systems..., User Ac, Operational Efficiency, Application..., Technology Change..., Business Requirements, Technical Requirements..., Technology Solutions, Functional Requirements, Strategy Consulting, SQL, SAS programming, Teradata, Basics of Unix, Business Intelligence, RequisitePro, ClearQuest, ClearCase, Quality Center, HP Lifecycle Management, Data Warehousing, Teradata Data Warehouse, Requirements Analysis, TeamPlay, Hold Series 7, Hold Series 63, Corporate Governance, SharePoint, Integration, Business Process, Management, Analysis, Databases, Visio, Process Improvement, Testing, Requirements Gathering, Consulting, Vendor Management, Unix
Education
Fontbonne University 1997 — 1999
Bachelors in Business Administration, Business, Finance, Computer Science
Belleville Area College 1988 — 1993
Associate of Science, General Education, Biology, Medical Professional
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors May 2008 - Present
Ralston Purina August 2006 - May 2008
A.G. Edwards & Sons, Inc. July 2005 - July 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2005
Skills
Financial Services, Project Management, Finance, Investments
Education
Fontbonne University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduated
Collinsville High School 1992 — 1996
General Studies
Prairie State Generating Company June 2014 - Present
Prairie State Generating Company October 2010 - May 2014
Kelly Services December 2005 - April 2007
A.G. Edwards & Sons, Inc. January 2004 - December 2005
Kelly Services January 2000 - December 2003
Skills
Employee Relations, Talent Acquisition, Human Resources, Temporary Placement, Talent Management, Coaching, Recruiting, HRIS, Workforce Planning, Technical Recruiting, Employee Engagement, Supervisory Skills, Staffing Services, Employee Benefits, Temporary Staffing, Management, Performance Management
Education
Clovis High School 1994 — 1997
General Studies
Glendale Community College
inVentiv Health September 2014 - Present
CROMSOURCE January 2014 - September 2014
KCR U.S. May 2012 - October 2013
INC Research July 2009 - April 2012
HospiScript Services January 2005 - September 2007
American Cancer Society February 2000 - September 2001
A.G. Edwards & Sons, Inc. February 1991 - November 1997
Skills
Clinical Research, Clinical Trials, New Business Development, Networking, Marketing, Sales, Asset Managment, Stocks, Financial Risk, Funding, Negotiation, Non-profits, Fundraising, Theatre, Public Speaking, Clinical Monitoring, Nonprofits, Clinical Development, Pharmaceutical Industry, EDC, Cardiology, GCP, CTMS, ICH-GCP, Asset Management, CRO, Medical Devices, Infectious Diseases, Lifesciences, Neurology, Clinical Data Management, FDA, Healthcare, Regulatory Submissions, Therapeutic Areas, Drug Development, Business Development, Regulatory Affairs, Pharmacovigilance, Oncology, Endocrinology, Vaccines, Diabetes, Medical Affairs, Biopharmaceuticals, Pharmaceutics, Regulatory Requirements, Commercialization, Health Economics, Data Management
Education
Medical University of South Carolina
CCRC, Clinical Research
Francis Marion University
BS, Economics
West Florence High School
State Farm Insurance Company May 2000 - Present
Young America Realty August 1999 - May 2000
Principal Management Group July 1996 - May 1999
A.G. Edwards & Sons, Inc. February 1996 - July 1996
Principal Management Group June 1990 - October 1995
Education
Illinois State University 2008 — 2011
Bachelor of Science, Double Major Finance and Insurance, Minor Accounting
Heartland Community College 2003 — 2007
Associates, Arts
Wells Fargo Advisors December 2008 - Present
US Bank September 2008 - December 2008
A.G. Edwards & Sons, Inc. April 2004 - June 2008
Skills
Series 7, Series 24, Series 63, Bonds, Securities, Capital Markets, Investments, Banking
Education
University of Missouri-Saint Louis 2005 — 2008
Masters, Finance
Indiana University Bloomington 2000 — 2004
BS, Business - Marketing
Self-Employed 2008 - Present
Regions Financial Corporation 2000 - 2008
A.G. Edwards & Sons, Inc. 1995 - 1998
Raymond James Financial Inc. 1990 - 1995
Prudential Securities 1990 - 1991
Education
Florida Atlantic University 1985 — 1989
Bachelor of Business Administration (BBA)
Vanguard December 2011 - Present
Vanguard August 2009 - December 2011
Vanguard Investments Australia August 2011 - September 2011
Vanguard March 2009 - August 2009
Vanguard June 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
VBA, Fixed Income, Finance, Investments, Mutual Funds
Education
James Madison University 2004 — 2008
B.S, Quantitative Finance and Mathematics
United Way Of Greater St Louis November 2000 - Present
A.G. Edwards & Sons, Inc. February 2003 - August 2005
A.G. Edwards & Sons, Inc. July 2000 - February 2003
American Express Financial Advisors December 1999 - July 2000
Skills
Non-profits, Nonprofits, Marketing, Management, Proposal Writing, Community Outreach, Leadership, Strategic Planning
Education
Fontbonne University 2001 — 2003
Master of Business Administration, Business
Seton Hall University
BA, East Asian Studies, Chinese Language
HeartLight Seafood, LLC September 2015 - Present
Moon's Amazing Seafood Market January 2011 - Present
Moon's Seafood Company February 2010 - Present
Lincoln Lending Group, Inc March 2003 - February 2008
A.G. Edwards & Sons, Inc. April 2005 - June 2006
Skills
Wholesale, Investments, Seafood, Financial Modeling, Trading, Fish, Strategic Planning, Financial Analysis
Education
University of South Florida 2002 — 2005
MBA, Finance
Florida State University 1997 — 2001
Independent February 2010 - Present
A.G. Edwards & Sons, Inc. February 2005 - February 2006
Education
Indiana University-Northwest 2001 — 2005
B.S., Business
University of Wisconsin-Whitewater 1984 — 1988
Business
State Farm May 2000 - Present
Principal Management Group 1990 - 1999
A.G. Edwards & Sons, Inc. 1996 - 1996
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Negotiation, C++, C, Access
Education
Illinois State University 2004 — 2011
Bachelor of Science (BS), Major in Finance and Insurance, Minor in Accounting
Midwest BankCentre July 2011 - Present
The Business Bank of Saint Louis April 2007 - July 2011
US Bank January 2006 - February 2007
US Bancorp - Investment Services 2002 - 2006
KMOX RADIO 1120AM November 2000 - April 2002
FOX Sportsnet Midwest July 1999 - March 2000
A.G. Edwards & Sons, Inc. February 1998 - July 1999
Skills
Loans, Banking, Credit, Commercial Lending, Real Estate, Professional Experience, Customer Service
Education
Indiana University Bloomington 1995 — 1998
Marketing/ Communications
SmartMouth (Triumph Pharmaceuticals Inc.) July 2014 - Present
Capes Sokol Goodman & Sarachan, PC June 2007 - July 2014
Bryan Cave 2004 - 2007
Edward Jones 1995 - 2004
A.G. Edwards & Sons, Inc. 1987 - 1995
Lashly & Baer, P.C. 1985 - 1987
Skills
Paralegal with over 25+..., MBA, Corporate Law, Regulatory and..., Real Estate Transactions, Have supervised staff..., Litigation Support, Expert skills in..., Advanced skill in..., Legal Research, Legal Assistance, Mediation, Wills, Notary Public, Legal Writing, Westlaw, Lexis, Case.net, Rejis, Timeslips, Securities, Intellectual Property, Legal Compliance, Licensing, Corporate Governance, Securities Regulation, Trademarks, Legal Issues, Paralegals, Legal Documents, Document Review, Arbitration, Estate Planning, Insurance Law
Education
Fontbonne University 1994 — 1996
MBA, Business Administration, Management and Operations, 4.0
Missouri State University 1980 — 1984
B.A., Political Science, Legal Studies, & History, 3.69
Wayne Long & Co., CPAs September 2006 - Present
CBIZ MHM, LLC June 2001 - September 2006
A.G. Edwards & Sons, Inc. June 2000 - June 2001
Skills
Strategic Financial..., CPA, Tax Preparation, Corporate Tax, GAAP, Partnership Taxation, Tax Research, Income Tax, Tax Returns, Tax Accounting, US GAAP, SEC filings, S Corporations, Internal Controls, Sales Tax, Financial Statements, General Ledger, External Audit
Education
Golden Gate University 2005 — 2011
Master's degree, Taxation
University of California, Santa Barbara 2000 — 2001
Bachelor's degree, Business/Managerial Economics w/Accounting Emphasis
Cambridge Wealth Counsel June 2010 - Present
The Ayco Company, L.P., a Goldman Sachs Company 2003 - July 2010
A.G. Edwards & Sons, Inc. 2000 - 2003
SunTrust Bank 1997 - 2000
Skills
Finance, Estate Planning, Wealth, Retirement Planning, Financial Analysis, Leadership, Investments, Financial Planning, Wealth Management, Mutual Funds, Asset Management
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Georgia Southern University - College of Business Administration 1993 — 1997
BA, Finance & Risk Management
Summit Behavioral Healthcare, LLC 2013 - Present
Waud Capital Partners 2005 - 2012
A.G. Edwards & Sons, Inc. 2000 - 2003
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Financial Planning, Venture Capital, Corporate Finance, Investment Banking, Company Acquisitions, New Business Development, Mergers & Acquisitions, Alternative Investments, Capital Markets, Corporate Development, M&A experience, Strategic Financial..., Equities, Asset Management, LBO, Business Valuation, Strategy, Investments, Leveraged Finance, Restructuring, Private Placements, Growth Capital, Financial Structuring, IPO, Acquisitions, Acquisition Integration, Capital, Investor Relations, Finance, Strategic Planning, Business Strategy
Education
Harvard Business School 2003 — 2005
MBA
University of Missouri-Columbia 1996 — 2000
Bachelor of Science (BS), Business Administration
ADI Agency January 2007 - Present
Tracey Road Equipment, Inc. October 2004 - January 2007
A.G. Edwards & Sons, Inc. January 2004 - October 2004
Signator Financial Network September 2002 - January 2004
Professional Training Services September 2001 - September 2002
Aerotek 2000 - 2001
Skills
Risk Management, Negotiation, B2B Marketing Strategy, Forecasting, Sales Management, Budgets, Pricing, Insurance, Marketing Strategy, Team Building, Account Management, Operations Management, Contract Negotiation, Contract Management, New Business Development, Strategic Planning, Investments, Marketing, CRM, Sales, Analysis, Management, Business Development, Finance, Coaching, Customer Retention, Program Management, Business Planning, Strategy, Marketing Communications, Competitive Analysis, Business Strategy, Start-ups, Market Planning, Mergers & Acquisitions, Leadership, Executive Management, Cross-functional Team..., Employee Benefits, P&L Management, Process Improvement, Consulting, Management Consulting, Sales Process, Sales Operations, Financial Analysis, B2B, Manufacturing, Market Research, Captives
Education
Ithaca College 1998 — 2000
B.S., Business Admin w/ concentration in Finance
Fayetteville-Manlius High School 1992 — 1996
Rawson September 2013 - Present
Booz Allen Hamilton June 2011 - March 2013
EarthShot Foundation January 2010 - May 2011
Distributed Sun LLC September 2009 - May 2011
Lehman Brothers June 2007 - November 2008
Merrill Lynch January 2007 - May 2007
A.G. Edwards & Sons, Inc. January 2007 - May 2007
DKNY September 2005 - December 2005
Women For Hire January 2004 - May 2004
Skills
Investments, Financial Modeling, Forecasting, Corporate Finance, Investment Banking, Project Finance, Finance, Portfolio Management, Asset Management, Strategy, Analysis, Management, Process Improvement, Financial Analysis, Business Analysis, Project Management, Budgets, Microsoft Excel, Strategic Planning
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.)
Jordan Lawrence June 2006 - Present
A.G. Edwards & Sons, Inc. October 1999 - June 2005
Grant Thornton January 1995 - October 1999
Skills
Privacy Law
Education
Indiana University - Kelley School of Business 1991 — 1995
BA, Computer Information Systems
Navy Federal Brokerage Services 2012 - Present
USAA 2010 - 2012
Wells Fargo Investments 2008 - 2009
Wachovia Securities Financial Network 2008 - 2008
A.G. Edwards & Sons, Inc. 2007 - 2008
Davis Advisors 2006 - 2007
Skills
Investments, Retirement Planning, Estate Planning, Series 7, Series 66, Life Insurance, Annuities, Mutual Funds, 529 Plans, Education Planning, 401(k) Rollover
Education
Florida Institute of Technology
Master of Business Administration (MBA)
University of Arizona
BA, Economics
Reis August 2006 - Present
Reis June 2005 - August 2006
Marcus & Millichap 2004 - 2005
A.G. Edwards & Sons, Inc. May 2003 - May 2004
Bradley Pharmaceuticals August 2002 - September 2002
Pentech International, Inc. June 2002 - August 2002
Merrill Lynch 1999 - 2000
Skills
Real Estate Economics, Commercial Real Estate, Real Estate, New Business Development, Investments, Financial Modeling, Sales, Financial Analysis, Real Estate Development, CRM, Capital Markets, Finance, Real Estate Financing, Real Estate Transactions, Due Diligence, Business Development, Market Research, Portfolio Management, Marketing, Excel models, Disposition, Analytics, Leases, Market Analysis, Asset Management, Corporate Finance, Loans, Microsoft Office, Contact Management, CMBS, Brokerage, Valuation, Commercial Mortgages, Sage CRM, Social Networking, sage slx, PowerPoint, GIS, Social Media, Product Development, Green Building, Direct Sales, Qualifying Prospects, Underwriting, Corporate Real Estate, Selling, Lyris, DocuSign, Strategic Prospecting, Salesforce.com
Education
New York University 2010 — 2012
MS, Real Estate Finance, 3.6
Indiana University - Kelley School of Business 2000 — 2004
B.S. Kelley School of Business, Marketing, 3.5
University of Sydney 2002 — 2002
Study Abroad Program through Butler University
Wayne Hills Highschool 1996 — 2000
First Internet Bancorp August 2014 - Present
First Financial Bancorp March 2010 - August 2014
Milestone Advisors October 2008 - September 2009
Howe Barnes Hoefer & Arnett November 2004 - July 2008
A.G. Edwards & Sons, Inc. 2000 - 2004
Price Waterhouse LLP 1993 - 1998
Skills
Investor Relations, Acquisitions, Mergers, Strategic Planning, Financial Modeling, Valuation, Risk Management, Cross-functional Team..., Corporate Finance, Corporate Governance, Capital Markets, Project Management, Industry Analysis, Financial Analysis, Financial Reporting, SEC reporting, Process Improvement, Negotiation, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA
Northern Illinois University 1988 — 1992
BS
Conway & Conway May 2007 - November 2009
Lerach Coughlin March 2007 - May 2007
Conway & Conway January 2005 - June 2006
Fordham Law School/Martin Luther King High School May 2004 - July 2004
Manhattan Family Court May 2004 - July 2004
A.G. Edwards & Sons, Inc. June 2002 - July 2003
Law Offices of Barbara H. Katsos October 1999 - December 2001
Education
Fordham University School of Law 2003 — 2006
J.D
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S, Finance & Information Systems
UBS Financial Services Inc April 2006 - Present
A.G. Edwards & Sons, Inc. March 2000 - April 2005
Education
Gettysburg College 1978 — 1982
Edward Jones May 2012 - Present
AMK Analytics January 2012 - April 2012
Segall Bryant & Hamill June 2009 - June 2011
Kennedy Capital Management February 2002 - April 2009
A.G. Edwards & Sons, Inc. April 1997 - January 2002
GLA International, a division of Brooks Fiber Properties May 1995 - March 1997
Southwestern Bell July 1989 - May 1995
Skills
Valuation, Equities, Financial Modeling, Portfolio Management, Industry Analysis, Business Strategy, Equity Research, Investments, Financial Analysis, Securities, Asset Management, Due Diligence, Equity Valuation, Financial Reporting, Finance, Investment Management, Mutual Funds, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Vanderbilt University 1983 — 1987
BE, Civil Engineering
Wells Fargo January 2014 - Present
Wells Fargo July 2008 - December 2013
A.G. Edwards & Sons, Inc. April 2007 - July 2008
IBM Global Services January 1999 - April 2007
Computer Renaissance January 1997 - December 1998
Skills
Troubleshooting, Solaris, Server Architecture, Unix, Perl, PHP, BMC Performance..., HP Openview, System Administration, Servers, TeamQuest Performance..., Infrastructure Capacity..., AIX, Data Center, Infrastructure, Disaster Recovery
Education
Illinois State University 1996 — 1998
Bachelor of Science (BS), Telecommunications Management
Ranken Technical College 1994 — 1996
Associate's degree, Computer Networking Technology
CN December 2014 - Present
C.H. Robinson May 2013 - December 2014
Navisis Financial December 2011 - May 2013
Ameriprise Financial October 2007 - November 2011
A.G. Edwards & Sons, Inc. August 2002 - October 2007
Lucent Technologies July 2000 - June 2002
Baltimore Orioles, Philadelphia Phillies, San Diego Padres June 1996 - February 2000
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Financial Advisory, Risk Management, Finance, Life Insurance, IRAs, Tax, Wealth, Series 7, Series 63, Wealth Management, Credit, Series 65, 401k Rollovers, Securities, Fixed Annuities, Insurance, Microsoft Excel, Investment Strategies, Equities, Saving for Education, New Business Development, Financial Analysis, Investor Relations, Marketing, Certified Financial..., Options
Education
Illinois Wesleyan University 1992 — 1996
B.A., Economics
Homewood Flossmoor High School 1988 — 1992
NONE, GED
MasterCard April 2015 - Present
MasterCard Worlwide January 2007 - Present
A.G. Edwards & Sons, Inc. July 1999 - October 2006
Clark Refining and Marketing, Inc 1993 - 1999
Skills
Risk Management, SDLC, Business Analysis, Vendor Management, Program Management, Security, Requirements Analysis, PMO, IT Strategy, Disaster Recovery, Process Improvement, PMP, Governance, Project Management, Leadership, Software Project..., Integration
Education
Fontbonne University 1987 — 1991
Computer Science
Fontbonne University 1987 — 1991
Computer Science
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors April 2004 - September 2013
Wachovia Securities 2004 - 2008
Cass Information Systems 2004 - 2006
A.G. Edwards & Sons, Inc. March 2001 - April 2004
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Business Process..., Process Improvement, Visio, Project Management, Software Documentation, SharePoint
Education
Illinois State University
BS, English/History
Western Illinois University
MS, College Student Personnel
Enterprise Rent-A-Car October 2007 - Present
Enterprise Holdings Inc. 2003 - Present
A.G. Edwards 2000 - 2003
A.G. Edwards & Sons, Inc. 2000 - 2003
Raytheon 1994 - 2000
Skills
Unix, SDLC, SOA, Weblogic, Enterprise Architecture, Agile Methodologies, Spring, Java Enterprise Edition, Tomcat, Requirements Analysis, Web Services, Oracle, Visio, Software Development, SharePoint, Databases, Hibernate, Java, SQL
Education
Hawaii Pacific University 1986 — 1989
BS, Computer Science
Atlantic Media April 2013 - Present
Atlantic Media April 2012 - April 2013
Atlantic Media Company 2011 - April 2012
Atlantic Media Company 2010 - 2011
Fortigent, LLC April 2008 - March 2009
United States Congress May 2006 - August 2006
A.G. Edwards & Sons, Inc. May 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Budgets, Analysis, Data Analysis, Finance, Trend Forecasting, Financial Forecasting, Revenue Analysis
Education
Georgetown University
Master of Business Administration (MBA)
University of Rochester
Northern Trust September 2011 - Present
Northern Trust October 2010 - September 2011
Northern Trust February 2009 - October 2010
A.G. Edwards 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1998
A.G. Edwards & Sons, Inc. 1987 - 1991
Skills
Employee Benefits
Education
Illinois State University
B.S., Finance
Raymond James May 2012 - Present
Morgan Keegan August 2007 - May 2012
A.G. Edwards & Sons, Inc. June 2000 - August 2007
Skills
Portfolio Management, Series 7, Asset Allocation
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Science (BS), Economics
Woodberry Forest School 1992 — 1996
University of Economics, Prague
New Balance June 2015 - Present
Royal Norwegian Embassy March 2015 - Present
OCI June 2014 - May 2015
MasterCard May 2001 - May 2014
A.G. Edwards & Sons, Inc. 1999 - 2001
Skills
Agile Methodologies, Process Improvement, Management, Software Engineering, Leadership, SDLC, Requirements Analysis, Software Project..., Business Analysis, Visio, Vendor Management, Program Management, Requirements Gathering, PMP, Project Management, Integration
Education
Nova Southeastern University 2010 — 2014
Doctor of Philosophy (PhD), Computer Science
University of Phoenix 2004 — 2006
MBA, Business
Maryville University of Saint Louis 1992 — 1994
Masters, Information Systems
Indiana University Bloomington 1986 — 1991
BS, Architectural Design
Mooresville High School
Mooresville high school
Ports America September 2009 - Present
APM Terminals 2006 - 2009
A.G. Edwards & Sons, Inc. February 2004 - February 2005
Skills
Shipping, Freight, Container, Process Improvement, Management, Team Building, Project Management, Financial Analysis, Risk Management, Business Strategy, Microsoft Office, Customer Service, Training, Labor Relations, Strategic Planning, Operations Management, Workplace Safety, Process Safety..., Six Sigma, CPR Certified, TWIC Card
Education
Fairfield University 1999 — 2003
BS, Business Administration and Management, General
ADP - Retirement Services March 2015 - Present
Hilliard Lyons March 2013 - March 2015
Northwestern Mutual September 2012 - March 2013
Scottrade November 2003 - September 2012
A.G. Edwards & Sons, Inc. July 2001 - November 2002
Skills
Customer Service, Compliance, Excel, PowerPoint, Word, Series 7, Problem Solving, Series 63, FINRA, Series 66, Securities, Options
Education
Indiana University-Southeast 2004 — 2007
Master of Science (M.S.), Strategic Finance
Sullivan University 2000 — 2001
Bachelor of Science (B.S.), Management
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC April 2008 - June 2014
A.G. Edwards & Sons, Inc. January 2007 - March 2008
Missouri Department of Labor 1993 - 2007
Crowder and Scoggins, Ltd. 1992 - 1993
Legal Services of Eastern Missouri May 1991 - May 1992
Skills
Human Resources, Performance Management, Employee Relations, Talent Management, Employment Law, Deferred Compensation, Succession Planning, Employee Engagement, Employee Benefits, Organizational..., Leadership Development, HR Policies
Education
St. Louis University Schools of Law and Business 1990 — 1993
JD/MBA, Law and Business
Illinois State University 1988 — 1990
B.S., Finance and Economics
Princeton Economics Group February 2012 - December 2012
Rutgers University January 2012 - May 2012
Thomson Reuters July 2006 - June 2009
A.G. Edwards & Sons, Inc. November 2005 - May 2006
United Nations Development Programme March 2005 - August 2005
United States Senate July 2002 - August 2002
University of New Mexico May 2001 - September 2001
Skills
Econometric Modeling, Matlab, Stata, Economics, Microsoft Excel, Data Analysis, Financial Markets, Econometrics, Economic Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Master of Arts (M.A.)
Fordham University 2004 — 2006
Master of Arts (M.A.)
The University of New Mexico 1998 — 2003
Bachelor of Arts (B.A.)
Bank of America April 2013 - Present
Geneva Trading May 2008 - April 2013
A.G. Edwards & Sons, Inc. October 2004 - November 2006
Skills
Derivatives, Electronic Trading, Fixed Income, Java, Options, Portfolio Management, Trading, Trading Systems
Education
Illinois Institute of Technology
Master of Science Financial Engineering
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree in Finance
Webster University April 2009 - Present
Citi October 2007 - January 2009
A.G. Edwards & Sons, Inc. December 2004 - October 2007
Skills
Onboarding, Employee Relations, Human Resources, Organizational..., College Recruiting, Leadership Development, Interviews, Benefits Administration, Succession Planning, Team Building, Coaching, Employee Benefits, Resume Writing, Leadership, Customer Service, HRIS, Applicant Tracking..., Process Improvement, Employee Engagement, Career Development, New Hire Orientations, Performance Management, Training, HR Policies, Talent Management, Staff Development, Personnel Management, Conflict Resolution, Career Counseling, Employee Training, Workshop Facilitation, Workforce Planning, Training Delivery, Talent Acquisition, Sourcing, Technical Recruiting, Recruiting, Policy, PeopleSoft, Organizational..., Internet Recruiting, Hiring, FMLA, Executive Coaching, Employment Law
Education
Lindenwood University 2008 — 2009
MS, Human Resource Management
Fontbonne University 2003 — 2005
BS, Organizational Studies
Wellth August 2015 - Present
General Assembly March 2015 - Present
Roosevelt Island Racquet Club September 2013 - March 2015
Gotham Tennis Academy February 2010 - September 2013
Merrill Lynch September 2007 - January 2010
A.G. Edwards & Sons, Inc. April 2006 - September 2007
Skills
JavaScript, Ruby on Rails, Ruby, SQLite, Backbone.js, Node.js, Social Media, Management, Marketing, Research, Microsoft Office, Social Media Marketing, Microsoft Excel, Event Planning, Leadership, Marketing Strategy
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor's Degree, Architecture
General Assembly 2015 — 2015
WDI Web Development
Princeton High School 1997 — 2001
High School
Invest Financial February 2009 - Present
A.G. Edwards & Sons, Inc. 1997 - 2006
Skills
Securities, Investments, Public Speaking, Wealth Management, Investment Advisory, Mutual Funds, Series 7, Team Building, Retirement, Financial Analysis, Management, Microsoft Excel, Financial Planning
Education
LIU Post 1982 — 1988
Houghton College 1976 — 1980
BA, History
Oppenheimer & Co. February 2011 - Present
Oppenheimer & Co. July 2007 - February 2011
A.G. Edwards & Sons, Inc. May 2005 - July 2007
Education
Indiana University - Kelley School of Business 2001 — 2005
The Freeman Company January 2014 - April 2015
FirstService Residential (for South Run Regency) December 2010 - April 2015
Blogmutt. March 2012 - January 2014
SI International (Acquired by Serco in 2008) May 2002 - June 2003
A.G. Edwards & Sons, Inc. 1999 - March 2002
A.G. Edwards & Sons, Inc. 1996 - 1999
A.G. Edwards & Sons, Inc. 1994 - 1996
Skills
Microsoft Word, Microsoft Publisher, Editing, Newsletters, Technical Writing, Copy Editing, Proofreading, Editorial, Technical Documentation, Software Documentation, Writing, Blogging, Online Help, Manuals, RoboHelp, Constant Contact, Facebook, Publications, Freelance Writing, Grammar, Technical Editing
Education
Illinois State University 1991 — 1993
M.A., Counseling Psychology
Illinois Wesleyan University 1987 — 1991
BS, Psychology
Angelo, Gordon & Co. July 2010 - Present
Maggwire, LLC July 2008 - Present
Deutsche Bank Securities May 2006 - July 2008
A.G. Edwards & Sons, Inc. May 2005 - August 2005
Skills
Investment Banking, Leveraged Finance, Valuation, Financial Modeling, Private Equity, LBO, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Bloomberg, Equities, Mergers & Acquisitions, Alternative Investments, Venture Capital
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance and Accounting
Chaminade College Prep 1998 — 1999
NAHC April 2008 - Present
A.G. Edwards & Sons, Inc. August 1999 - February 2007
A.G. Edward and sons 1999 - 2007
c/air 1994 - 1995
Education
Fashion Institute of Technology 1994 — 1994
Christ the King 1990 — 1994
Feltl and Company December 2007 - Present
A.G. Edwards & Sons, Inc. July 2005 - December 2007
Pershing January 1983 - July 2001
Skills
Investments, Portfolio Management, Bonds, Options, Stocks
Education
Illinois State University 1977 — 1981
BS, Economics/Goegraphy
Porzio Bromberg & Newman P.C. October 2006 - Present
Thomasville Home Furnishings September 2005 - May 2006
A.G. Edwards & Sons, Inc. May 2002 - September 2005
Bederson & Company L.L.C. May 1999 - May 2002
Skills
Litigation, Legal Research, Civil Litigation, Litigation Support, Legal Writing, Westlaw, Commercial Litigation, Trials, Document Review, Product Liability, Pleadings, Depositions, Toxic Tort, Torts, Appeals, Courts
Education
Seton Hall University School of Law 2013 — 2017
Fairleigh Dickinson University 2010 — 2011
Paralegal Certification, Paralegal
Loyola College in Maryland 2002 — 2006
BA, Political Science, Politics; History
BAE Systems April 2013 - Present
CACI International Inc August 2010 - Present
DISA 2010 - 2011
Wells Fargo Advisors 1996 - August 2009
Wachovia Securities, LLC 1996 - 2009
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Switches, Cisco Technologies, Routers, Firewalls, Routing, Networking, WAN, Troubleshooting, Network Engineering, IP, BGP, TCP/IP, Cisco Wireless, Hardware, Telecommunications, Network Design, Juniper, JUNOS, Data Center, NMS, CCNA, Juniper routers, CCNA Security
Education
University of Illinois Springfield 1992 — 1994
Master of Business Administration (MBA), Business Admin & MIS
Greenville College 1987 — 1991
B.S, Business Administration
Lockheed Martin April 2011 - Present
Lockheed Martin May 2009 - April 2011
Corporate Express January 2008 - October 2008
Wells Fargo Investments February 2006 - January 2007
A.G. Edwards & Sons, Inc. 2007 - 2007
Bank of the West May 2004 - February 2006
Skills
Finance, Microsoft Excel, Procurement Contracts, Facilities Operations, Accounts Payable, Contract Negotiation, Financial Modeling, Metrics, Financial Analysis
Education
University of Northern Colorado 2000 — 2002
Bachelor's degree, Finance
Hastings College 1998 — 2000
Privetely held investment firm 2011 - Present
Anderson Strudwick 2007 - February 2012
A.G. Edwards & Sons, Inc. 1993 - 2007
Education
Haslam College of Business at the University of Tennessee 1989 — 1993
B.S., Finance
Wells Fargo Advisors April 2004 - Present
CIBC World Markets 1999 - 2003
A.G. Edwards & Sons, Inc. 1996 - 1999
Education
Georgetown University 1992 — 1996
SBSA, Accounting
Wachovia Securities, LLC January 2008 - Present
A.G. Edwards & Sons, Inc. February 2004 - January 2008
Education
Fontbonne University 2007 — 2009
Masters of Business Administration, Business
Southern Illinois University, Edwardsville 1998 — 2003
Liberal Studies, Business
BBR Partners January 2013 - Present
BBR Partners May 2011 - December 2012
Alexandra & James September 2009 - April 2011
KPMG July 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Education
Georgetown University 2004 — 2008
BA
UCL 2007 — 2007
Royal Bank of Scotland September 2013 - Present
Nomura Securities 2010 - Present
DALC GEAR 2009 - 2010
Tudor Investment Corp July 2008 - January 2009
PricewaterhouseCoopers October 2007 - March 2008
Ski Skate and Board June 2002 - May 2007
Morgan Stanley June 2005 - August 2006
Merrill Lynch January 2005 - May 2005
A.G. Edwards & Sons, Inc. September 2004 - December 2004
Education
Fordham University 2003 — 2007
B.S., Accounting
CFA Institute
Level 1 candidate
Procedures Ink 2008 - Present
Congregation Sons of Israel 2007 - 2008
Procedures Ink 2000 - 2007
A.G. Edwards & Sons, Inc. 1999 - 2000
Enterprise Rent-A-Car 1998 - 1999
Airco Industrial Gases 1979 - 1981
Organon 1977 - 1979
First National State Bank 1976 - 1977
General Automation, Inc 1974 - 1976
Education
Seton Hall University 1978 — 1981
MBA, Business Management
Fairleigh Dickinson University 1969 — 1973
BS, Business Management
Tmc provisions 2010 - Present
A.G. Edwards & Sons, Inc. September 2007 - April 2010
Education
Farmingdale State College 2001 — 2005
Bachelors, Business Management
Special School District of St. Louis County August 2004 - Present
A.G. Edwards & Sons, Inc. 1999 - 2003
Skills
Special Education, IEP, Learning Disabilities, Behavior Management, Applied Behavior..., Autism Spectrum..., Behavior Modification, Emotional Disabilities, Functional Behavior..., Assistive Technology, Educational Assessment
Education
Fontbonne University
MA, Special Education
Greywolf Execution Partners August 2012 - Present
MND Partners January 2007 - August 2012
Z & Z Securities January 2003 - December 2006
Port Side Car Wash January 1998 - January 2002
Refco January 1998 - November 1998
A.G. Edwards & Sons, Inc. January 1992 - December 1997
Skills
Trading, Equities, Series 7, Securities, Electronic Trading, Trading Systems, Equity Trading, Investments, Bloomberg, Options, Financial Markets, Portfolio Management, Trading Strategies, Series 63
Education
Fairfield University 1985 — 1989
BA, Finance Concentration
Fidelity Investments April 2011 - Present
Private Client Resources, LLC January 2011 - April 2011
Chase Manhattan Corporation June 2009 - January 2011
Fairfield County Bank May 2006 - May 2009
Wachovia, A Wells Fargo Company July 1997 - May 2006
A.G. Edwards & Sons, Inc. 1994 - 1997
Cohig 1992 - 1994
Skills
CFA, FINRA Series: 7, 9, 10, 26, 63 and 65, Insurance: Health, Life, Fixed and Variable..., Series 7, Insurance, Securities, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Coaching, Customer Relations, Due Diligence, Derivatives, Asset Management, Investments, Research, Financial Reporting, Wealth Management, Compliance, Corporate Finance, Analysis, Banking, Financial Planning, Mutual Funds, PowerPoint, Microsoft Office, Excel, Word, Series 63, Series 65, Strategic Financial..., Customer Service, Microsoft Excel, 401k, Financial Advisory, Retirement, Microsoft Word, Asset Allocation, Investment Management, Fixed Annuities, Financial Services
Education
Florida Institute of Technology 1988 — 1993
BS, Business
Ameriprise Financial Services, Inc. April 2011 - Present
Portland Youth Philharmonic 2010 - 2014
Morgan Stanley Smith Barney October 2006 - April 2011
A.G. Edwards & Sons, Inc. 1984 - 2006
Education
George Fox University 1995 — 1997
MBA
ClearVest LLC July 2015 - Present
Investment Management Institute January 2015 - Present
Gabelli Asset Management (GAMCO) March 2006 - December 2014
A.G. Edwards & Sons, Inc. January 2004 - March 2006
Skills
Asset Managment, Institutional Sales, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Business Development, Key Account Management, Sales Presentations, Account Reconciliation, Public Speaking, Capital Raising, Series 63, Series 7, Microsoft Office, Pension Funds, Foundations, Endowment Funds, Defined Benefit, Investments, Asset Management, Investment Management, Portfolio Management, Pensions, Investment Strategies, High Net Worth..., Relationship Management, Asset Allocation, Fixed Income, Equity Research, Bloomberg
Education
Fordham University - Graduate School of Business Administration
Executive M.B.A, Business Administration and Management, General, 3.7
Fordham University
Bachelor of Arts (B.A.), Double Major: Economics, Political Science, 3.4
Fordham Preparatory School
Wells Fargo Advisors Salary Continuance EmployeeWells Fargo Advisors, LLCJune 2009 - October 2010
Wachovia Securities September 2007 - December 2008
A G Edwards & Sons, Inc. May 1994 - October 2007
A.G. Edwards & Sons, Inc. October 1980 - May 1994
Skills
Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Business Analysis, Asset Management, Equities, Financial Planning, Fixed Income, Securities, Investment Advisory, Alternative Investments, Series 7, Banking, Credit, Risk Management, Financial Services, Retirement, Customer Service, Investment Strategies, Mutual Funds, FINRA, Fixed Annuities, Hedge Funds, Human Resources, Investments, Process Improvement, Financial Modeling, Series 63, Asset Allocation, Strategic Financial..., Microsoft Word, Life Insurance, Microsoft Excel, Financial Advisory
Education
Houston Community College 1969 — 1971
Principal Financial Group August 2006 - Present
Stanton Street Technology Group July 2003 - September 2006
A.G. Edwards & Sons, Inc. October 2003 - August 2006
Instituto Tecnologico de Ciudad Juarez January 2002 - July 2002
Network Group June 1984 - June 1999
Skills
Training & Development, Diversity, International Sales
Education
University of the Pacific & Intercultural Institute 2008 — 2011
M.A., Intercultural Relations
College for Financial Planning 2002 — 2002
AAMS, Acredited Asset Management Specialist
Instituto Tecnológico Autónomo de México 1999 — 2002
MBA, In Marketing and Customer Service
Universidad La Salle, A.C. 1979 — 1984
B.S., Computer Engineering
Davenport & Company LLC 2007 - Present
A.G. Edwards & Sons, Inc. 1989 - 2007
Skills
Public Speaking, Strategic Planning, Event Planning, Customer Service, Teaching, Research, Social Media, Nonprofits, Fundraising, Public Relations, Marketing, Budgets, Community Outreach, Team Building, Project Planning, Negotiation
Education
The University of Georgia
Bachelor's Degree, Economics
Hollins University
Master's Degree, Liberal Studies
IDI Gazeley Brookfield Logistics Properties July 2015 - Present
RockTenn June 2014 - July 2015
Waffle House, Inc. June 2011 - June 2014
Waffle House, Inc. July 2008 - June 2011
Georgia Institute of Technology July 2005 - May 2008
A.G. Edwards & Sons, Inc. January 2007 - August 2007
Skills
Microsoft Excel, Accounting, Financial Reporting, Financial Analysis, General Ledger, Bookkeeping, Account Reconciliation, JD Edwards, Auditing, Budgets, Financial Accounting, Microsoft Office, Microsoft Word
Education
Georgia Institute of Technology 2004 — 2008
Management, Accounting
Wells Fargo Advisors September 2002 - Present
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Asset Management, Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Investment Strategies, Equities, Asset Allocation, Mutual Funds, Investment Advisory, Securities
Education
University of Maryland Baltimore County
Wharton School, University of Pennsylvania 2011 — 2011
IMCA Certified Investment Management Analyst Program
Georgetown University 2011 — 2012
Certificate in Financial Planning
Eastern Illinois University - Sustainable Entrepreneurship through Education and Development (SEED) April 2012 - August 2015
Orgill, Inc. 2008 - 2009
Fifth Third Bank 2007 - 2008
A.G. Edwards & Sons, Inc. 2006 - 2007
Mid America Motorworks 2005 - 2006
Midland States Bank 2001 - 2004
Skills
Entrepreneurship, Budgets, Financial Analysis, Small Business, Management, Leadership, Coaching, Business Planning, Human Resources, Economic Development, Business Strategy, Nonprofits, Finance, Sales, Recruiting, Youth Entrepreneurship, Strategic Financial..., Angel Investing, Client Counseling, Market Research, New Business Set-up, New Business Development, Business Analysis, Teaching Adults, Public Speaking, Research, Accounting, Microsoft Excel, Training, Strategic Planning, Microsoft Office, Event Planning, Leadership Development, Fundraising, Team Building, Public Relations, Marketing, Staff Development, Idea Incubation, Higher Education, Brand Development, Business Development, Advertising, Business Process, Employee Training, PowerPoint, Data Analysis, Financial Modeling, Business Innovation, Marketing Strategy
Education
University of Missouri-Saint Louis 2004 — 2007
Bachelor
Imperial College London 2004 — 2004
Lake Land College 2001 — 2004
Associate
Wells Fargo Advisors/Wachovia Securities January 2008 - Present
First Clearing , Affiliate of Wells Fargo 1987 - Present
A.G. Edwards & Sons, Inc January 1987 - January 2008
A.G. Edwards & Sons, Inc. January 1994 - January 1995
A.G. Edwards & Sons, Inc. January 1987 - January 1994
Education
Jefferson College
Stifel Financial Corp. May 2002 - Present
A.G. Edwards & Sons, Inc. February 1999 - May 2002
Skills
Securities, Mutual Funds, Series 63, Equities, Fixed Income, Financial Services, Process Improvement, Financial Modeling, Strategic Planning
Education
Greenville College
BS, Organizational Leadership
Community Health Network September 2013 - Present
Triton Brewing Company May 2012 - Present
Ivy Tech Community College May 2011 - September 2013
Bloom Insurance Group June 2009 - May 2011
Summit Urology April 2007 - June 2009
A.G. Edwards & Sons, Inc. June 1991 - April 2007
Skills
Student Affairs, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Nonprofits, Data Analysis, Customer Service, Microsoft Word, Community Outreach, Leadership, Fundraising, Access, Healthcare, Health Insurance, Software Documentation, Human Resources
Education
Ivy Tech Community College-Northcentral 2011 — 2013
ASN, Registered Nursing/Registered Nurse
Indiana University Bloomington
Bachelor of Arts (B.A.), Criminal Justice
Verizon Wireless January 2007 - Present
A.G. Edwards & Sons, Inc. December 2000 - March 2006
Skills
Wireless, Call Centers, VoIP, Customer Service, Telecommunications, Management, Sales, Microsoft Office, Project Management, Team Leadership, Leadership, Account Management, Sales Management
Education
Fisher College
Bachelor's degree, Business Administration and Management, General
Southwestern Illinois College
Associate of Science (A.S.), Criminal Justice and Corrections
A.G. Edwards & Sons, Inc. September 1979 - Present
Skills
Program Management, Asset Management, Customer Service, Portfolio Management, Military Operations, Leadership, Investments
Education
Florida State University 1976 — 1977
Gulf Coast Community College 1974 — 1976
Business Administration and Management, General
Enterprise Fleet Managment August 2012 - Present
Enterprise Holdings July 2009 - August 2012
Chipton Ross February 2008 - July 2009
A.G. Edwards & Sons, Inc. 1999 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Visio, .NET, COBOL, Visual Basic, C#, C++, Java, HTML, Filing, 10 Key Touch, Email, Microsoft Outlook, Coordinating Events, PowerPoint, Access, Customer Service, Analysis, Meeting Scheduling, Typing, Internet, Certified Nursing..., Vital Signs, ADL, Outlook, Office Administration, Office Management, Microsoft Publisher, Data Entry
Education
ITT Technical Institute-Earth City 2008 — 2012
Bachelor of Science (BS), Computer Software Application Design
St. Louis Christian College 2007 — 2009
Bachelor's of Science, Christian Studies