A.G. Edwards & Sons, Inc.

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A.G. Edwards & Sons, Inc. Employees

Employee
Years
Job
Industry
Mary Sullivan Mary Sullivan Greater St. Louis Area Details
Mary Sullivan's A.G. Edwards & Sons, Inc. Experience 1992 - 1995
Job Passionate brand strategist and visionary
Industry Marketing and Advertising
Experience
Mark Andy, Inc.   May 2000 - Present
Federal-Mogul Corporation  October 1998 - May 2000
Cooper Automotive  February 1995 - October 1998
A.G. Edwards & Sons, Inc.   1992 - 1995

Skills
Integrated Marketing, Creative collaborator, Multi-level leadership, Marketing Strategy, Advertising, Marketing Communications, Online Advertising, Marketing, Competitive Analysis, Lead Generation, Promotions, Product Management, Creative Direction, SEO, CRM

Education
Missouri State University
Bachelor’s Degree

Melissa Watson Melissa Watson Bowling Green, Kentucky Details
Melissa Watson's A.G. Edwards & Sons, Inc. Experience April 2005 - June 2007
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2015 - Present
Benjamin F. Edwards & Co.   June 2010 - February 2015
Wells Fargo Advisors  April 2005 - June 2010
A.G. Edwards & Sons, Inc.   April 2005 - June 2007

Education
Millikin University
Bachelor of Science (B.S.), Biology

Richland Community College
Associate of Science (A.S.), Science

Warrensburg-Latham High School

Gina Stephens Gina Stephens Florissant, Missouri Details
Gina Stephens's A.G. Edwards & Sons, Inc. Experience June 2005 - August 2006
Job Student at Lindenwood University
Industry Consumer Services
Experience
Dr. Carol Merritts O.D   November 2014 - Present
Americas Best Contacts &Eyeglasses   September 2013 - November 2014
Lenscrafters  November 2011 - September 2013
Convergys  May 2007 - August 2007
A.G. Edwards & Sons, Inc.   June 2005 - August 2006

Skills
Microsoft Office, Customer Service, Customer Retention, Customer Satisfaction, Customer Engagement, Customer Oriented, PowerPoint, Strategic Planning, Sales, Typing, Organization, Marketing Research, Nonprofits, Marketing, Microsoft Word, Analytics, Research, Data Entry, Facebook, Leadership

Education
Lindenwood University   2013 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General

Wendy Cecio Wendy Cecio Greater New York City Area Details
Wendy Cecio's A.G. Edwards & Sons, Inc. Experience May 1997 - September 1999
Job Office Services Coordinator at Cummings & Lockwood
Industry Law Practice
Experience
Cummings & Lockwood  December 2007 - Present
Mars & Co.   April 2000 - March 2006
A.G. Edwards & Sons, Inc.   May 1997 - September 1999
Homestead Inn - Thomas Henkelmann   February 1996 - August 1997

Education
Greenwich High School

Manhattanville College

James Kish James Kish Greater Atlanta Area Details
James Kish's A.G. Edwards & Sons, Inc. Experience June 1999 - August 2005
Job Retirement Specialist at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments  July 2008 - Present
Enterprise Fund Distributors  December 2005 - March 2008
A.G. Edwards & Sons, Inc.   June 1999 - August 2005
Northern Trust Retirement Consulting  January 1996 - May 1999

Skills
Series 7, Series 24, Mutual Funds, Investments, 401k, Retirement, Series 63, Financial Services

Education
Kansas State University   1990 — 1995
BS, Agribusiness

Roswell High School   1986 — 1990

Bryan A. McDonald Bryan A. McDonald Saint Louis, Missouri Details
Bryan A. McDonald's A.G. Edwards & Sons, Inc. Experience April 1980 - May 2007
Job VicePresident, AWMA,AAMS at Wells Fargo Advisors, Llc.
Industry Financial Services
Experience
Wells Fargo Advisors  June 2008 - Present
Wells Fargo Advisors, Llc.   June 2008 - Present
Wachovia Securities  May 2007 - June 2008
A.G. Edwards & Sons, Inc.   April 1980 - May 2007
Aviation Distributors Incorporated   January 1978 - May 1980

Skills
Investment Advisory, Asset Management, Commercial Aviation, Mutual Funds, Investment Advisory..., Asset Allocation, Series 7, Portfolio Management, Bonds, Financial Advisory, Finance, FINRA, Investments, Securities, Series 63, Financial Services, Wealth Management, ETFs, Retirement Planning, Alternative Investments, Series 65, Equities, Investment Strategies, Retirement, Insurance, Fixed Income, Risk Management, High Net Worth..., Financial Planning, Financial Analysis, Relationship Management, 401k

Education
Maryville University of Saint Louis
Bachelor of Science, Marketing

Kellie Wentz Kellie Wentz Kansas City, Missouri Area Details
Kellie Wentz's A.G. Edwards & Sons, Inc. Experience June 2000 - May 2008
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2008 - Present
A.G. Edwards & Sons, Inc.   June 2000 - May 2008
Gear for Sports  1993 - 1998

Skills
Financial Advisory, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Retirement, IRAs, Investments, Customer Service, Equities, Wealth Management..., Trading, Relationship Management, Financial Planning, 401k Rollovers

Education
Longview Community College   1983 — 1984
AA, Liberal Arts

Northwest Missouri State University   1982 — 1983
General

Hickman Mills High School   1980 — 1982
Diploma, General

Abigail Tuttle, CLU®, ChFC®, CFP®, CASL®, MBA Abigail Tuttle, CLU®, ChFC®, CFP®, CASL®, MBA Greater St. Louis Area Details
Abigail Tuttle, CLU®, ChFC®, CFP®, CASL®, MBA's A.G. Edwards & Sons, Inc. Experience 1986 - 1994
Job Wealth Management Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  December 1998 - Present
AT&T  1995 - 1998
A.G. Edwards & Sons, Inc.   1986 - 1994
May Department Stores  1983 - 1986

Education
The American College   2008 — 2011
CLU and ChFC, Life Underwriter, Financial Consultant

Saint Louis University   1986 — 1990
MBA, Finance, Investments

Lindenwood University   1983 — 1986
BA, Accounting, Finance

Jim Haugen, AAMS Jim Haugen, AAMS Saint Johns, Florida Details
Jim Haugen, AAMS's A.G. Edwards & Sons, Inc. Experience August 1999 - December 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
A.G. Edwards & Sons, Inc.   August 1999 - December 2011
Barnett Bank  January 1983 - August 1999

Education
Saint Leo University   1985 — 1986

Massachusetts Bay Community College   1981 — 1983

Darren Schmeink Darren Schmeink Greater St. Louis Area Details
Darren Schmeink's A.G. Edwards & Sons, Inc. Experience October 2004 - April 2008
Job Performance Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2008 - Present
A.G. Edwards & Sons, Inc.   October 2004 - April 2008
A.G. Edwards & Sons, Inc.   August 2003 - October 2004

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Finance, Marketing

Education
Southern Illinois University, Edwardsville   1999 — 2002
Bachelor's, Management Information Systems, General

Kaskaskia College   1997 — 1999
Associate of Arts (AA), General Studies

Carlyle High School   1993 — 1997

Kimberly Neely Kimberly Neely Newburyport, Massachusetts Details
Kimberly Neely's A.G. Edwards & Sons, Inc. Experience November 1993 - June 2004
Job Financial Operations Principal at FINOP Services LLC
Industry Financial Services
Experience
FINOP Services LLC   October 2012 - Present
The Handyman, Inc.   May 2010 - Present
A.G. Edwards & Sons, Inc.   November 1993 - June 2004
BayBanks Brokerage Co.   March 1993 - October 1993
Morgan Stanley Smith Barney  February 1992 - March 1993
Putnam Investments  November 1989 - February 1992

Education
University of New Hampshire - Whittemore School of Business and Economics   1985 — 1989
B.A., Economics, Business Administration

Landmark Education
Landmark Forum, The Advanced Course

San Diego State University-California State University
Economics

Lauren Cantoni Lauren Cantoni Greater St. Louis Area Details
Lauren Cantoni's A.G. Edwards & Sons, Inc. Experience December 2006 - March 2008
Job Implementation Consultant, Advanced FA Education Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2013 - Present
Wells Fargo Advisors  March 2008 - July 2013
A.G. Edwards & Sons, Inc.   December 2006 - March 2008
A.G. Edwards & Sons, Inc.   November 2003 - December 2006

Skills
Customer Relations, Vendor Relations, Budget Management, Marketing Communications, Volunteer Coordination, Volunteer Recruiting, Customer Service, Volunteer Management, Budgets, Program Management, Marketing, Event Planning

Education
University of Missouri-Saint Louis   2004 — 2006
Bachelor of Science (B.S.), Business Administration, emphasis in Management and Organizational Behavior

St. Louis Community College   2003 — 2004

Maryville University of Saint Louis   2002 — 2003
Elementary Education and Teaching

Cor Jesu Academy   1998 — 2002

Bill King, MBA Bill King, MBA Greater Atlanta Area Details
Bill King, MBA's A.G. Edwards & Sons, Inc. Experience August 1991 - April 1999
Job Global Account Director at Level 3 Communications
Industry Information Technology and Services
Experience
Level 3 Communications  October 2012 - Present
Verizon Business Enterprise Solutions   June 2008 - August 2012
AT&T  January 2007 - May 2008
BellSouth Business  May 2002 - January 2007
Nortel Networks  October 2000 - May 2002
Alteon Websystems  April 1999 - October 2000
A.G. Edwards & Sons, Inc.   August 1991 - April 1999

Skills
Strategic Planning, Goal Oriented, Creative Strategy, Building Relationships, Client Development, Sales Management, Contract Negotiations, Financial Planning, Customer Relations, Consultative Selling, Thought Leadership, Mentoring, Customer Service, Selling, Strategic Financial..., Contract Negotiation, Telecommunications, Managed Services, Data Center, Ethernet, Wireless, Unified Communications, VoIP, Solution Selling, Security, Networking

Education
The University of Georgia   1986 — 1991
BBA, Finance

Kennesaw State University - Michael J. Coles College of Business   2004 — 2006
MBA

Martin Palomo Martin Palomo Jackson, Mississippi Area Details
Martin Palomo's A.G. Edwards & Sons, Inc. Experience September 2006 - September 2007
Job Wealth Advisor and Investment Officer at Pinnacle Trust
Industry Investment Management
Experience
Pinnacle Trust  September 2013 - Present
Edward Jones  October 2011 - September 2013
Millsaps College  2011 - November 2012
Public Employees' Retirement System of Mississippi  March 2010 - March 2011
Cambridge Associates  September 2007 - February 2010
A.G. Edwards & Sons, Inc.   September 2006 - September 2007
METROPOLITAN LIFE FINANCIAL SERVICES   August 2005 - September 2006
Kathryn's Steak and Seafood   February 2001 - September 2005

Skills
Hedge Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Financial Analysis, Equities, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds, Private Equity, Series 7, Securities, Strategic Financial..., Wealth Management, Investment Advisory, Institutional..., Fund Of Funds, Equity Valuation, Retirement Planning, Financial Services, Economics, Derivatives, Bloomberg Terminal, Capital Markets, Retirement, Trading, Asset Management, Venture Capital, Investor Relations, Finance, Series 63, Insurance, Analysis, Options, Financial Reporting, Due Diligence, Emerging Markets, Cash Management, Leadership, ETFs, Investment Banking, Risk Management, Financial Planning

Education
Millsaps College   2004 — 2006
BBA, Finance

Millsaps College   2004 — 2006
Bachelor, Business Administration; Finance

Holmes Community College   2002 — 2004
A.A., Chemical Engineering

David Durham David Durham Greater Milwaukee Area Details
David Durham's A.G. Edwards & Sons, Inc. Experience April 1998 - May 2000
Job CEO & Principal at Morgan Dempsey Capital Management, LLC
Industry Financial Services
Experience
Morgan Dempsey Capital Management   April 2008 - Present
United States Marine Corps  August 1989 - July 2012
US Bank  2001 - 2008
Mississippi Valley Advisors/FIRMCO/Mercantile Bank/Firstar/USBank   2000 - 2001
A.G. Edwards & Sons, Inc.   April 1998 - May 2000

Skills
Strategy, Leadership, Investments, Management, Business Development, Selling, Sales

Education
Lipscomb University   1987 — 1989
Bachelors, Pre Law/Political Science/History

The Ohio State University   1985 — 1987

Jim Podulka Jim Podulka Glenview, Illinois Details
Jim Podulka's A.G. Edwards & Sons, Inc. Experience 2002 - 2004
Job President, JP Insurance Consulting
Industry Insurance
Experience
John Hancock Financial Services  2005 - 2013
A.G. Edwards & Sons, Inc.   2002 - 2004
Barrington Research Associates, Inc.   1996 - 2001
Kemper Securities  1992 - 1995
United Stationers  1988 - 1990

Skills
Investments, Sales, Series 7

Education
Loyola University Chicago
Bachelor of Business Administration (BBA), Finance

Kristen Lalumondiere Kristen Lalumondiere Greater St. Louis Area Details
Kristen Lalumondiere's A.G. Edwards & Sons, Inc. Experience September 2006 - October 2007
Job Manager, CAStLE Programs at Sabreliner Service, LLC
Industry Airlines/Aviation
Experience
Sabreliner Corportaion   October 2007 - Present
A.G. Edwards & Sons, Inc.   September 2006 - October 2007
Keystone Mercy Health Plan  December 2005 - September 2006

Skills
Microsoft Office, Process Improvement, Aerospace, Continuous Improvement, Contract Negotiation, Project Planning, Employee Benefits, Manufacturing, Lean Manufacturing, Software Documentation, Program Management, Quality Assurance, Operations Management, Contract Management, Six Sigma, Quality Management, Aircraft

Education
Maryville University of Saint Louis   2002 — 2005
Bachelor of Science, Business Administration

Derek Stratman Derek Stratman Greater St. Louis Area Details
Derek Stratman's A.G. Edwards & Sons, Inc. Experience December 2006 - November 2007
Job WellCare Health Plans, Inc
Industry Hospital & Health Care
Experience
WellCare Health Plans  March 2014 - Present
WellCare Health Plans  March 2011 - February 2014
Centene Corporation  December 2010 - March 2011
Centene Corporation  November 2007 - November 2010
A.G. Edwards & Sons, Inc.   December 2006 - November 2007

Skills
Microsoft Office, Forecasting, Analysis, Financial Analysis, Financial Modeling, Process Improvement, Microsoft Excel, Insurance, Health Insurance, Risk Management, Provider Relations, Public Speaking

Education
Webster University   2008 — 2010
Masters, Business Administration

Southern Illinois University, Edwardsville   2005 — 2006
Bachelors, Business Administration and Finance

Missouri State University   2003 — 2005
Finance

Gina Williams Gina Williams Greater Chicago Area Details
Gina Williams's A.G. Edwards & Sons, Inc. Experience January 2005 - May 2005
Job ABU & Aftermarket Inside Sales Support at Littelfuse
Industry Electrical/Electronic Manufacturing
Experience
Littelfuse  January 2011 - Present
Littelfuse, Inc.   October 2006 - January 2011
Littelfuse, Inc.   May 2005 - October 2006
A.G. Edwards & Sons, Inc.   January 2005 - May 2005
Merrill Lynch  May 2002 - November 2004
Merrill Lynch  August 2001 - May 2002
Merrill Lynch  August 2000 - August 2001
Merrill Lynch  May 1997 - August 2001
Dean Witter Reynolds, Inc  January 1994 - May 1997

Skills
Microsoft Office 2007, Pricing, Strategic Financial..., Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Team Building, Project Management, Training, Microsoft Excel, Account Management, Budgets, Forecasting, Outlook, Marketing, Risk Management, New Business Development, Strategic Planning, Cross-functional Team..., Leadership, Management, Operations Management, Product Development, Program Management, SAP, Purchasing

Education
Lake Forest Graduate School of Management   2000 — 2002
MBA, Business

Roosevelt University   1993 — 1996
B.S., Psychology

Abram Nelson Abram Nelson Chicago, Illinois Details
Abram Nelson's A.G. Edwards & Sons, Inc. Experience January 2000 - December 2000
Job Director & Founder at inRentive.com
Industry Real Estate
Experience
inRentive   June 2012 - Present
Urban Lux  August 2003 - December 2013
Associated Bank  February 2002 - July 2003
Quiet Light Securities LLC  December 2000 - February 2002
A.G. Edwards & Sons, Inc.   January 2000 - December 2000
Merrill Lynch  January 1999 - January 2000
Telefonica Chile   August 1999 - December 1999

Skills
Real Estate, Corporate Finance, Real Estate Economics, Property Management, Asset Managment, Apartments, Investments, Due Diligence, Valuation, Real Estate Development, Equities, Acquisitions, Portfolio Management, Private Equity, Financial Modeling, Contract Negotiation, Investment Properties, Brokerage, Disposition, Commercial Real Estate, Loans, Entrepreneurship, Strategy, Asset Management, Property, Real Estate Transactions, Strategic Partnerships, Venture Capital, Rentals, Selling, Leases, Real Estate Financing, Management, Advertising, Analytics, Leadership, Market Analysis, Residential Homes, Mergers & Acquisitions, Negotiation, Tenant, Location Intelligence, Joint Ventures, Referrals, Investors, Landlords, Corporate Real Estate, Executive Management, Luxury, Funding

Education
Lake Forest College
BA, Economics & International Relations(Politics & Spanish)

Quinlan School of Business, Loyola University Chicago
MBA, Business & International Finance

University of Wisconsin-Madison - School of Business
MBA, Finance

Northfield Mount Hermon

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

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

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

McKendree University   1997 — 2000
BA, Computer Science

Meridian Middle School

Luciano Di Giallonardo Luciano Di Giallonardo Grapevine, Texas Details
Luciano Di Giallonardo's A.G. Edwards & Sons, Inc. Experience January 1990 - January 1997
Job I am employed with Fidelity Investments in Westlake,TX
Industry Financial Services
Experience
Fidelity Investments  November 1999 - April 2012
Fidelity Investments  November 1999 - April 2012
Pershing, LLC  1997 - November 1999
Pershing, LLC  January 1997 - January 1999
A.G. Edwards & Sons, Inc.   January 1990 - January 1997

Skills
Corporate Actions, Securities, Settlement, DTC, Bonds, Equities, Series 7, Fixed Income, Mutual Funds, Back Office, Derivatives, Trading, FINRA, Risk Management, Financial Services, Options, Banking, Bloomberg

Education
College of Staten Island   1997 — 2013

Franklin D. Roosevelt High School   1979 — 1983
High School Diploma, Data Processing

The College Of Staten Island, NY
Degree in Progress, Business, 3.30 GPA

American High Technical Business Institute
Administration Program

Kingsborough Community College

Jonathan Fairbanks Jonathan Fairbanks Hartford, Connecticut Area Details
Jonathan Fairbanks's A.G. Edwards & Sons, Inc. Experience 1993 - 2005
Job Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  March 2005 - Present
A.G. Edwards & Sons, Inc.   1993 - 2005
Kidder Peabody  1983 - 1993

Education
Middlebury College   1977 — 1981
BA, Economics

Shawn Cosenza Shawn Cosenza New York, New York Details
Shawn Cosenza's A.G. Edwards & Sons, Inc. Experience January 2003 - April 2004
Job ManagerOperations at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   October 2008 - Present
Standard & Poor's   August 2004 - October 2008
First Republic Group  April 2004 - August 2004
A.G. Edwards & Sons, Inc.   January 2003 - April 2004
Diversified Information Technologies  June 2002 - January 2003
Dick's Sporting Goods  October 2001 - June 2002
A.G. Edwards & Sons, Inc.   February 2000 - December 2001

Skills
Bloomberg, Risk Management, Capital Markets, Business Analysis, Trading, Investments, Options, Market Research, Derivatives, Fixed Income, Market Data

Education
Keystone College   2002 — 2002
Information Technology

Johnson and Wales University   1998 — 1999
Finance and Investment

Shannon Cagle Shannon Cagle Buford, Georgia Details
Shannon Cagle's A.G. Edwards & Sons, Inc. Experience 2000 - 2003
Job Georgia Dermatology Center
Industry Hospital & Health Care
Experience
Georgia Dermatology Center   May 2015 - Present
Northeast Georgia Health System  2014 - Present
Perimeter Pinestraw   2007 - 2014
Atlanta Paving Inc   2003 - 2007
A.G. Edwards & Sons, Inc.   2000 - 2003
North Fulton/Compass/Resurgens Orthopedics   1996 - 2000

Skills
Management, Customer Service, Sales, Team Building, Healthcare, Leadership, Marketing, Coaching

Education
Reinhardt University   2012 — 2014
Bachelor's degree, Organizational Management and Leadership, 4.0

Lanier Technical College   2010 — 2012
Certificate, Healthcare Science, 3.6

Angela Holt, CFP® Angela Holt, CFP® Wichita, Kansas Area Details
Angela Holt, CFP®'s A.G. Edwards & Sons, Inc. Experience March 2004 - July 2008
Job CERTIFIED FINANCIAL PLANNER™, practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2008 - Present
Ameriprise Financial Services, Inc.   2008 - Present
A.G. Edwards & Sons, Inc.   March 2004 - July 2008

Education
Kansas State University   2001 — 2004
M.S., Personal Financial Planning

Kansas State University   2001 — 2004
Bachelor of Science (B.S.), Business Administration - Finance

Craig Richard Craig Richard Kansas City, Missouri Area Details
Craig Richard's A.G. Edwards & Sons, Inc. Experience December 2005 - November 2007
Job Portfolio Manager at Kornitzer Capital Management
Industry Investment Management
Experience
Kornitzer Capital Management  January 2008 - Present
A.G. Edwards & Sons, Inc.   December 2005 - November 2007
Stifel Nicolaus  July 2002 - November 2005

Skills
Financial Modeling, Equity Research, Sell Side, Banking, Asset Management, Buy-side, Asset Allocation, Valuation, Equity Valuation, Mutual Funds, Series 7, Portfolio Management, Equities, Fixed Income, DCF, Capital Markets, Investments, Investment Advisory, Investment Banking, Investment Strategies

Education
University of Kansas - Graduate School of Business   2000 — 2002
MBA, Finance

Kansas State University   1996 — 2000
BS

Jeremy Meger Jeremy Meger Greater Minneapolis-St. Paul Area Details
Jeremy Meger's A.G. Edwards & Sons, Inc. Experience September 2005 - June 2006
Job Financial Consultant at US Bancorp
Industry Financial Services
Experience
US Bancorp  November 2006 - February 2009
A.G. Edwards & Sons, Inc.   September 2005 - June 2006
Waddell & Reed  August 1999 - September 2005

Education
Minnesota State University, Mankato   1993 — 1997
Bachelor of Science, Athletic Training, Psychology & Business

Eric Kent Eric Kent Alexandria, Louisiana Details
Eric Kent's A.G. Edwards & Sons, Inc. Experience November 1992 - September 2008
Job Partner and Financial Advisor at Pathway Advisors, LLC
Industry Financial Services
Experience
Pathway Advisors, LLC   November 2010 - Present
Wells Fargo Advisors  October 2008 - October 2010
A.G. Edwards & Sons, Inc.   November 1992 - September 2008

Skills
Wealth Management, Retirement Planning, Alternative Investments, Strategic Financial..., Investment Advisory, Asset Allocation, Investment Strategies, Estate Planning, Certified Financial...

Education
Louisiana College   1981 — 1985
Bachelor of Science (B.S.), Biology, General

Charles Adams, CFP® Charles Adams, CFP® Campbell, California Details
Charles Adams, CFP®'s A.G. Edwards & Sons, Inc. Experience 2005 - 2008
Job Senior Financial Advisor at an independently owned practice of Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
an independently owned practice of Wells Fargo Advisors Financial Network, LLC   2009 - Present
Wachovia Securities Financial Network  2008 - 2009
A.G. Edwards & Sons, Inc.   2005 - 2008
Morgan Stanley Dean Witter  1996 - 2005

Skills
Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Asset Allocation, IRAs, Financial Services, 401k, Financial Planning, Investment Strategies, Asset Management, 401k Rollovers, Roth IRA, Variable Annuities, Life Insurance, Fee-Based, Estate Investment...

Education
Kaplan University   2009 — 2010
B.S., Business Administration

De Anza Junior College   1971 — 1976
A.S., Business Science

Fremont High School   1967 — 1971
High School Diploma

Carol H. Kinder Carol H. Kinder Alexandria, Louisiana Area Details
Carol H. Kinder's A.G. Edwards & Sons, Inc. Experience June 1995 - 2009
Job Partner and Financial Advisor at Pathway Advisors,LLC
Industry Financial Services
Experience
Pathway Advisors, LLC   October 2010 - Present
Wells Fargo Advisor   2009 - 2010
A.G. Edwards & Sons, Inc.   June 1995 - 2009

Skills
Retirement Planning, Investments, Passion for Helping..., Strategic Financial..., Women and Investing, Personal Financial..., Building Relationships, Wealth Management, Wealth Preservation..., Financial Planning, Market Risk, Money Management

Education
Louisiana State University and Agricultural and Mechanical College
BS Business, Business Administration and Management, General

Amanda Falcon Amanda Falcon Raleigh-Durham, North Carolina Area Details
Amanda Falcon's A.G. Edwards & Sons, Inc. Experience December 2005 - October 2006
Job Managing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2011 - Present
CAPTRUST Financial Advisors  May 2007 - April 2011
A.G. Edwards & Sons, Inc.   December 2005 - October 2006

Education
Meredith College
BS, Finance and Mathematics

Gary Thouvenin Gary Thouvenin Glen Carbon, Illinois Details
Gary Thouvenin's A.G. Edwards & Sons, Inc. Experience January 2001 - August 2003
Job Vendor Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  September 2003 - Present
A.G. Edwards & Sons, Inc.   January 2001 - August 2003
Firstar Bank  April 1998 - December 2000

Skills
Vendor Management, Relationship Management, Risk Management, Project Management, Business Analysis, Financial Services, SDLC, Project Portfolio..., Process Improvement, Banking

Education
University of Illinois at Urbana-Champaign   1972 — 1974
Bachelor of Science (BS), Computer Science

Kaskaskia College   1970 — 1972
Associate of Science (AS), Engineering

Erin Lorenz Erin Lorenz Greater St. Louis Area Details
Erin Lorenz's A.G. Edwards & Sons, Inc. Experience January 2003 - December 2004
Job Sr. Director of IT, CAO Technology at Suddenlink Communications
Industry Telecommunications
Experience
Suddenlink Communications  September 2013 - Present
Suddenlink Communications  January 2012 - September 2013
Suddenlink Communications  January 2008 - December 2011
Suddenlink Communications  January 2006 - December 2007
Suddenlink Communications  December 2004 - December 2005
A.G. Edwards & Sons, Inc.   January 2003 - December 2004

Skills
Telecommunications, Management, Leadership, Integration, Budgets, Vendor Management, Team Building, Troubleshooting, Project Planning, Process Improvement, Strategic Planning, Customer Service, PeopleSoft, Information Technology, Strategic Partnerships, Strategy, Provisioning, Team Leadership, Cross-functional Team..., Project Management, Budgeting, Databases, Planning, Customer Relations, Requirements Analysis, Administration, Mentoring, Coaching, Salesforce.com, Ericsson OSS

Education
Missouri Baptist University   1995 — 1999
BS

David L. Winner, JD David L. Winner, JD Wooster, Ohio Details
David L. Winner, JD's A.G. Edwards & Sons, Inc. Experience 2004 - 2005
Job Owner at Winner Wealth Management
Industry Management Consulting
Experience
Winner Wealth Management   2005 - Present
Winner Tax Consulting Services   November 1974 - Present
A.G. Edwards & Sons, Inc.   2004 - 2005
DL Winner Management Consulting Co.   March 1975 - August 2004
Barnard & Winner Law Offices   January 1975 - December 1984

Skills
Non-profits, Public Policy, Tax, Investments, Estate Planning, Microsoft Office, Nonprofits, Strategic Financial..., Retirement, Strategic Planning, Trust Services, Finance, Analysis, Strategy, Financial Advisory, Wealth Management, Securities, Series 7, Management Consulting, Small Business, Retirement Planning, Management, Mergers & Acquisitions, Public Speaking, Portfolio Management, Financial Planning

Education
University of Akron School of Law   1971 — 1974
Juris Doctor

Kent State University   1968 — 1971
B.S. in Education

Wooster High School   1962 — 1966
Diploma, College Entrance Studies

DeAnna Book DeAnna Book San Francisco Bay Area Details
DeAnna Book's A.G. Edwards & Sons, Inc. Experience January 1999 - January 2005
Job Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch Global Wealth Management  April 2015 - Present
Bank of the West  May 2010 - April 2015
WELLS FARGO BANK  April 2005 - April 2010
A.G. Edwards & Sons, Inc.   January 1999 - January 2005
Law Offices of John E Larson II and Guy B Rencher III   February 1995 - January 1998

Skills
Credit, Financial Services, Wealth Management, Deposits, Mortgage Lending, Banking, Insurance, Business Coaching, New Business Development, Commercial Banking, Notary Public, Estate Planning, Small Business Lending, Paralegal/Legal..., Home Equity Loans, Business Relationship..., Banking Relationships, Business Networking, NMLS Licensed, S.A.F.E. registered, Leadership, Training, Loans, Investments, Loan Origination, Sales, Customer Satisfaction, Consumer Lending, Cash Management, Underwriting, Finance, CRM, Cross Selling, Branch Banking, Relationship Management, Mortgage Banking, Human Resources, Refinance, Retail Banking, Lines Of Credit, Residential Mortgages, FHA, Commercial Mortgages, Private Banking, Selling, Branch Management, SBA, Sales Management, Portfolio Management, Construction Loans

Education
JFK University
ASSOCIATES OF ARTS, PARALEGAL

Patrick Mulvihill Patrick Mulvihill Greater Grand Rapids, Michigan Area Details
Patrick Mulvihill's A.G. Edwards & Sons, Inc. Experience June 2007 - November 2009
Job Wealth Manager, Financial Planner at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group  November 2009 - Present
National Ski Patrol WMII   1996 - Present
KMB Properties   August 1993 - Present
A.G. Edwards & Sons, Inc.   June 2007 - November 2009
RRC Corp   April 1997 - May 2007

Skills
Retirement Planning, SEP IRA, Retirement, Profit Sharing, Fixed Annuities, Asset Allocation, Investments, Series 7, 401k Rollovers, Variable Annuities, Deferred Compensation, 401k, 403 b, Qualified Retirement..., Investment Advisory, Strategic Financial..., Financial Advisory, Wealth Management...

Education
East Grand rapids

Michigan Technological University
BSAP, Electrical Engineering / Applied Physics

Robert Clem, PMP® Robert Clem, PMP® Saint Louis, Missouri Details
Robert Clem, PMP®'s A.G. Edwards & Sons, Inc. Experience 1996 - 2000
Job Salveo Productions, LLC
Industry Information Technology and Services
Experience
Salveo Productions, LLC   December 2012 - Present
Red Card Systems   October 2013 - September 2015
Teralogix  July 2000 - December 2012
A.G. Edwards & Sons, Inc.   1996 - 2000

Skills
Strategy, Leadership, Management, Project Management, Strategic Planning, Program Management, Start-ups, Process Improvement, Business Intelligence, Vendor Management, Consulting, Business Analysis, Business Strategy, Entrepreneurship, Team Leadership, Agile Methodologies, Software Development, Project Planning, Business Development, Team Building, Business Process..., IT Strategy, CRM, Cloud Computing, Management Consulting, Software Project..., PMO, IT Management, PMP, SDLC, Change Management, Integration, Project Portfolio..., MS Project, Technical Writing, Business Writing, Feature Writing

Education
Missouri State University   1984 — 1989
B.S., Electronic Media

Darrin Halsey Darrin Halsey Punta Gorda, Florida Area Details
Darrin Halsey's A.G. Edwards & Sons, Inc. Experience September 1998 - September 2005
Job Certified Financial Planner/Founder at Halsey & Company Advisory Services
Industry Financial Services
Experience
Halsey & Company Advisory Services   April 2009 - Present
Raymond James & Associates, Inc.   September 2006 - April 2009
A.G. Edwards & Sons, Inc.   September 1998 - September 2005

Skills
Insurance, Budgeting, Strategic Planning, Retirement Planning, Financial Planning, Estate Planning, Retirement, Wealth Management, Investment Advisory, Investments, Asset Allocation, Asset Management, Financial Advisory, Series 7, Wealth, Insurance Planning, Investment Strategies, Wealth Transfer, Annuities, Portfolio Management, Charitable Giving, Securities, Strategic Financial..., Fixed Annuities, Budgets, Financial Planners, Finance, FINRA, IRAs, Financial Services, Long-term Care, Life Insurance, Disability Insurance, Term Life Insurance, Wealth Management..., Small Business, Wealth Accumulation, 401k Rollovers, Certified Financial..., Series 65, High Net Worth..., 401k, Roth IRA, Financial Goals, College Savings Plans, ETFs, Retirement Savings, Personal Financial...

Education
Lehigh University   1991 — 1993
Master of Arts (M.A.), Social Relations

Lehigh University   1987 — 1991
Bachelor of Arts (B.A.), International Business

Donna J. Breckenridge Donna J. Breckenridge Greater St. Louis Area Details
Donna J. Breckenridge's A.G. Edwards & Sons, Inc. Experience January 1999 - November 2002
Job at U.S. Bank
Industry Information Services
Experience
U.S. Bank   August 2010 - Present
Modis  March 2010 - August 2010
Wachovia Securities, LLC  May 2008 - May 2010
Modis  2010 - 2010
Wachovia Securities, LLC  October 2007 - March 2009
A.G.Edwards   August 2004 - May 2008
AG EDWARDS & SONS (A DIVISION OF WACHOVIA SECURITIES)   January 2000 - January 2007
A.G. Edwards Technology Group Inc   August 2004 - February 2005
A. G. Edwards and Sons   March 2003 - June 2004
A.G. Edwards & Sons, Inc.   January 1999 - November 2002

Education
University of Phoenix
BSIT - Bachelor’s degree in Information Security

Maryville University of Saint Louis   1988 — 1990
Gen. College Credits

Hickey Business College   1983 — 1985
Certificate, Business Acumen and MIS studies

Travis Boone Sr. Travis Boone Sr. Greater St. Louis Area Details
Travis Boone Sr.'s A.G. Edwards & Sons, Inc. Experience 1999 - 2003
Job SR. Quality Assurance Analyst
Industry Financial Services
Experience
Edward Jones  August 2003 - Present
A.G. Edwards & Sons, Inc.   1999 - 2003

Skills
Public Speaking, Microsoft Office, Leadership, Strategic Planning, Event Planning, Team Building, Leadership Development, Process Improvement

Education
Maryville University of Saint Louis   1999 — 2005
Bachelor of Science (B.S.), Accounting Informational Systems

David Horner, MBA David Horner, MBA Greater St. Louis Area Details
David Horner, MBA's A.G. Edwards & Sons, Inc. Experience 2006 - 2008
Job Regional Operations Manager ABRA Autobody
Industry Automotive
Experience
ABRA Auto Body & Glass  October 2014 - Present
Maaco Enterprises  February 2010 - October 2014
A.G. Edwards & Sons, Inc.   2006 - 2008
LKQ Corporation  2004 - 2006
Collision Plus Auto Body   2000 - 2004

Skills
Operations Management, Team Building, Sales Management, Coaching, Automotive, Training & Development, Sales Process, Franchisee Management, Marketing Strategy, Hiring, Franchising, Recruiting, Leadership, Training, Sales, Sales Presentations, Employee Training, Customer Satisfaction, Business Planning, Profit, Process Improvement, Account Management, Income Statement, New Business Development, Management, Entrepreneurship, Selling, Negotiation, Sales Operations, Inventory Management, Marketing, P&L Management, B2B, Customer Retention, Strategy, Forecasting, CRM, Business Development, Team Leadership, Budgets, Strategic Planning, Contract Negotiation, Start-ups, Retail, Small Business, Lead Generation, Customer Service, Vehicles, Business Strategy, Salesforce.com

Education
Lindenwood University   2005 — 2006
MBA, Masters of Business Administration

Southern Illinois University, Carbondale   2005 — 2006
B.S., Workforce Training and Development

Debra Melvin, MBA, CDFA Debra Melvin, MBA, CDFA Greater Milwaukee Area Details
Debra Melvin, MBA, CDFA's A.G. Edwards & Sons, Inc. Experience 2003 - 2003
Job Financial Advisor at Investors Advisory Group
Industry Financial Services
Experience
Investors Advisory Group   March 2014 - Present
Cedar Creek Securities Inc.   October 2011 - March 2014
Executive Women's Golf Association  October 2010 - October 2012
Morgan Stanley Smith Barney LLC  December 2003 - October 2011
A.G. Edwards & Sons, Inc.   2003 - 2003
Investors Advisory Group, Raymond James   December 2000 - December 2002
Integrated Financial Solutions  May 2000 - September 2000

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Management, Investments, 401k, Series 7, 401k Rollovers, Mutual Funds, Alternative Investments, Employee Benefits

Education
Marquette University
MBA, Finance Specialization

Oconomowoc High School

University of Wisconsin-Madison
Bachelor of Science

Chris Husted Chris Husted Greater St. Louis Area Details
Chris Husted's A.G. Edwards & Sons, Inc. Experience August 2007 - February 2008
Job Application Engineer at Local Financial Services Company
Industry Information Technology and Services
Experience
Local Financial Services Company   March 2011 - Present
Wells Fargo Advisors  February 2008 - March 2011
A.G. Edwards & Sons, Inc.   August 2007 - February 2008

Skills
Cloud Computing, Salesforce.com, CRM, SQL, Microsoft SQL Server, Salesforce Administrator, Web Development, Web Applications, Project Management, Integration, Web Design, Salesforce.com..., Salesforce.com..., Marketing

Education
Maryville University of Saint Louis   2010 — 2012
B.S., Information Systems, Business Administration

Saint Louis University   2004 — 2007
B.S., Criminal Justice

Paul Hosemann Paul Hosemann Birmingham, Alabama Area Details
Paul Hosemann's A.G. Edwards & Sons, Inc. Experience June 1986 - May 1988
Job Owner, Alabama MedScreen, Inc./EMSI Digital Medical Records Retrieval, Insurance Examinations
Industry Information Services
Experience
Alabama MedScreen, Inc./EMSI   January 2000 - Present
AmSouth Bank  October 1995 - January 2000
Principal Financial Group  June 1991 - October 1995
Hawkeye Savings and Investments   May 1988 - May 1991
A.G. Edwards & Sons, Inc.   June 1986 - May 1988

Skills
Banking, Credit, Networking, Team Building, Training, Business Strategy, Coaching, Team Leadership, Strategy, Vendor Management, Due Diligence, Operations Management, Risk Management, Financial Advisory, Sales Management, Strategic Planning, Account Reconciliation, Litigation Support, FHA, Software Documentation, Corporate Law, Access, Outlook, Consumer Lending, Financial Modeling, Management, Sales, Insurance

Education
Truman State University   1984 — 1986
BS, Accounting/Finance

Mississippi State University   1982 — 1984
Accounting

Ethan Massa Ethan Massa Greater Nashville Area Details
Ethan Massa's A.G. Edwards & Sons, Inc. Experience October 1999 - May 2002
Job Principal Broker at Massa Estate Group
Industry Financial Services
Experience
Massa Estate Group   January 2014 - Present
Broker Headquarters Group   April 2010 - January 2014
John Simpson Auction and Real Estate   March 2008 - January 2014
Massa Valuation Services, Inc.   January 2008 - January 2014
John H. Heldreth and Associates   May 2002 - December 2008
A.G. Edwards & Sons, Inc.   October 1999 - May 2002
Chef Hannas Catering   1998 - 2000

Skills
Asset Managment, Real Estate, Investments, Strategic Planning, Wealth Management, Investment Properties, Account Management, Negotiation, Contract Negotiation, Sales, Strategic Financial..., Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Asset Management, Finance, REO, Leadership, Disposition

Education
Middle Tennessee State University   2010 — 2012
Bachelor of Science (BS), History

University of Tennessee-Knoxville   1996 — 2001
Economics

The Baylor School   1993 — 1996
HS Diploma

Daniel Stadler Daniel Stadler Joplin, Missouri Area Details
Daniel Stadler's A.G. Edwards & Sons, Inc. Experience March 2005 - October 2005
Job Manager of Financial Planning & Analysis at EaglePicher Technologies
Industry Accounting
Experience
EaglePicher Technologies  February 2011 - Present
EaglePicher Technologies  January 2009 - February 2011
Superior Industries  November 2007 - December 2008
Wal-Mart Stores, Inc.   March 2006 - October 2007
A.G. Edwards & Sons, Inc.   March 2005 - October 2005

Skills
Job Costing, Operating Budgets, Capital Budgeting, Financial Forecasting, Financial Reporting, Financial Accounting, Financial Audits, Government Proposals, Government Contracting, Forward Pricing Rate..., Incurred Cost..., Return on Investment..., Contract Negotiation, Inventory Valuation, Inventory Control, Project Finance, Plex ERP, Manufacturing, Internal Controls, Finance

Education
University of Arkansas   2003 — 2005
BSBA, Finance

Missouri Southern State University   2001 — 2003
Finance

Rodney Meyering Rodney Meyering Daytona Beach, Florida Area Details
Rodney Meyering's A.G. Edwards & Sons, Inc. Experience May 2001 - November 2003
Job Financial Advisor at Ameriprise Financial Services, Inc. Associate Vice President
Industry Financial Services
Experience
Smith Barney  November 2003 - June 2009
A.G. Edwards & Sons, Inc.   May 2001 - November 2003

Education
Kaplan University   2005 — 2006
CFP®, Financial Planning

University of Central Florida   1986 — 1988
AA, Political Science

West Ottawa High School

Eric Graham Eric Graham Kansas City, Missouri Area Details
Eric Graham's A.G. Edwards & Sons, Inc. Experience May 1992 - April 1994
Job Private equity sponsor of middlemarket manufacturing and business services companies and managers
Industry Venture Capital & Private Equity
Experience
TGP Investments, LLC   September 2006 - Present
George K. Baum Merchant Banc, LLC   March 2000 - May 2009
Bowles Hollowell Conner & Co.   August 1998 - March 2000
Dillon, Read & Co. Inc.   May 1997 - August 1997
Lehman Brothers  April 1994 - June 1996
A.G. Edwards & Sons, Inc.   May 1992 - April 1994

Skills
Private Equity, Venture Capital, Funding, Growth Capital, Manufacturing, Business Services, Shareholder Value, Investors, Equities, Due Diligence, Valuation, Mergers, Financial Modeling, Corporate Finance, Portfolio Management

Education
The University of Chicago Booth School of Business   1996 — 1998
MBA, Finance and Accounting

Kansas State University   1989 — 1992
BS (magna cum laude), Business Administration, Finance

Michelle Roy Michelle Roy Greater St. Louis Area Details
Michelle Roy's A.G. Edwards & Sons, Inc. Experience October 2000 - February 2002
Job Sr. Human Resources Systems Analyst (Workday)
Industry Information Technology and Services
Experience
Reinsurance Group of America, Incorporated  July 2014 - Present
Savvis  June 2005 - June 2014
Savvis  November 2004 - June 2005
Thermadyne  December 2002 - September 2004
American Water  May 2002 - December 2002
A.G. Edwards & Sons, Inc.   October 2000 - February 2002
A.G. Edwards   October 1999 - October 2000

Skills
HRIS, Human Resources, Performance Management, Personnel Management, Process Improvement, Training, Workday, Applicant Tracking..., Benefits Administration, Employee Benefits, Interviews, Management, Onboarding, Recruiting

Education
Lindenwood University   2006 — 2009

Sanford Brown College
Computer Programming/Diploma

Lewis & Clark Community College
Office Technology

Melissa A. Duffy, AIF ® Melissa A. Duffy, AIF ® Portland, Maine Area Details
Melissa A. Duffy, AIF ®'s A.G. Edwards & Sons, Inc. Experience May 2002 - November 2007
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower  August 2015 - Present
Duffy Anderson Investment Management   October 2008 - August 2015
Wachovia Securities  November 2007 - October 2008
A.G. Edwards & Sons, Inc.   May 2002 - November 2007
Rydex Investments  February 2001 - May 2002
Charles Schwab  October 1999 - September 2000
State Street Research  May 1997 - September 1999
Fidelity Investments  October 1995 - May 1997

Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis

Education
Miami University   1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies

The Williston Northampton School

Joseph Allen Hebert Joseph Allen Hebert New Orleans, Louisiana Details
Joseph Allen Hebert's A.G. Edwards & Sons, Inc. Experience September 1994 - March 2006
Job Financial Advisor | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2006 - Present
A.G. Edwards & Sons, Inc.   September 1994 - March 2006
Edward Jones  August 1990 - September 1994
Transamerica Financial Advisors, Inc.   June 1990 - August 1990
Branch Office of Transamerica Financial Advisors   December 1989 - August 1990

Education
Tulane University - A.B. Freeman School of Business   1982 — 1982
Post-Graduate Studies, Finance

Louisiana State University   1975 — 1978
BS, Psychology & Computer Science/Statistics

University of Virginia   1973 — 1974
Social Psychology

Harry Paez Harry Paez Wildomar, California Details
Harry Paez's A.G. Edwards & Sons, Inc. Experience 1999 - 2005
Job Financial Advisor
Industry Financial Services
Experience
Self-Taught, research/training   2009 - Present
LHM Wealth Management   January 2006 - Present
A.G. Edwards & Sons, Inc.   1999 - 2005
FedEx  1989 - 1998
Astro Finish Car Waxing Co.   1979 - 1997
Flying Tiger Lines   1980 - 1989
United Airlines  1979 - 1980
Garrett AiResearch Aviation   1978 - 1979

Skills
Educate clients before..., Exceptional customer..., Client centric: My...

Education
Self taught   1997 — 1998
Securities licenses; Series 7, Series 63 and Series 65. Ins. licensed, health, life and disability, Registered Representative and Insurance Agent

Los Angeles Trade Technical College   1976 — 1978
Aircraft Maintenance Technician Certificate of Completion, Aeronautics/Aviation/Aerospace Science and Technology, General, 3.8 GPA

Karol Adams Karol Adams Kansas City, Missouri Area Details
Karol Adams's A.G. Edwards & Sons, Inc. Experience July 1999 - May 2000
Job Service Asset & Configuration Manager at National Information Technology Center
Industry Information Technology and Services
Experience
National Information Technology Center (NITC)   May 2014 - Present
National Information Technology Center   January 2012 - Present
National Information Technology Center   May 2011 - January 2012
National Information Technology Center   July 2009 - May 2011
YRC Worldwide Technologies  May 2007 - July 2009
Micron Technology  August 2004 - 2005
Micron Technology  May 2002 - August 2004
Micron Technology  May 2000 - June 2002
A.G. Edwards & Sons, Inc.   July 1999 - May 2000
A.G. Edwards & Sons, Inc.   November 1997 - July 1999

Skills
ITIL, Perl, SDLC, Unix, Software Development, Software Documentation, IT Service Management, Microsoft SQL Server, SQL, Visio, Enterprise Architecture, Leadership, Program Management, Security, IT Management, Software Project..., Quality Assurance, Project Portfolio..., Process Improvement, SharePoint, Data Center, MS Project, Visual Basic, PMP, Information Technology, Business Process, Testing, Business Analysis, Troubleshooting, Disaster Recovery, IT Strategy, Windows Server, Requirements Analysis, Active Directory, Integration, Agile Methodologies, PMO, Vendor Management, IT Operations

Education
Missouri State University
B.S., Cartography, Computer Science

Teresa (Kirkwood) Pearson Teresa (Kirkwood) Pearson Greater St. Louis Area Details
Teresa (Kirkwood) Pearson's A.G. Edwards & Sons, Inc. Experience 1989 - 2004
Job Executive Assistant at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation  September 2010 - Present
St. Louis Chapter IAAP   2012 - 2013
Sisters of Mercy  June 2006 - January 2010
A.G. Edwards & Sons, Inc.   1989 - 2004

Skills
Outlook, Event Planning, Access, Visio, SharePoint, Customer Service, Non-profits, Social Media, Microsoft Office, Public Relations, Public Speaking, Budgets, Event Management, Project Management, Team Building, Fundraising, Strategic Planning, Marketing Communications, Healthcare, Leadership, Program Management, Administrative..., Management, Blogging, Press Releases, PowerPoint, Training, Calendars, Nonprofits, Microsoft Excel, Microsoft Word, Administrative...

Education
Maryville University of Saint Louis   2012 — 2014
Bachelor's degree, Communications, 3.5

St. Louis Community College

Amelia Bond Amelia Bond Greater St. Louis Area Details
Amelia Bond's A.G. Edwards & Sons, Inc. Experience 1987 - 2007
Job President and CEO at St. Louis Community Foundation
Industry Philanthropy
Experience
St. Louis Community Foundation   2011 - Present
Amelia Bond Muncipal Securities Consulting   2011 - 2015
George K. Baum & Company   November 2009 - December 2011
Wachovia, A Wells Fargo Company  October 2007 - August 2009
Wells Fargo  2009 - 2009
A.G. Edwards & Sons, Inc.   1987 - 2007
Municipal Securities Rulemaking Board  2003 - 2006

Skills
Management, Financial Modeling, Public Finance, Series 7, Capital Markets, Securities, Investments, Series 63, Financial Analysis, Strategic Planning, Public Speaking, Fixed Income, Asset Management, Due Diligence

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

Kenyon College   1979 — 1983
BA, Economics, History

Scott Dougherty, PMP & MBA Scott Dougherty, PMP & MBA Greater St. Louis Area Details
Scott Dougherty, PMP & MBA's A.G. Edwards & Sons, Inc. Experience February 2000 - May 2005
Job Software Project Mgr & ScrumMaster
Industry Program Development
Experience
Nestlé Purina North America  February 2013 - Present
Sigma Aldrich  February 2012 - February 2013
Express Scripts  January 2011 - January 2012
InteliSpend Prepaid Solutions, LLC   January 2010 - January 2011
MasterCard WorldWide  May 2009 - December 2009
Momentum World Wide   November 2006 - March 2009
Steadyrain  2005 - 2006
A.G. Edwards & Sons, Inc.   February 2000 - May 2005
Fleishman-Hillard  1995 - 1996

Skills
Team Leadership, Contract Negotiation, Web Software Management, Account Management, Program Management, Agile Project Management, Management, Agile Methodologies, Social Media Marketing, B2B, PMP, Strategy, Project Management, Marketing, Team Building, Project Planning, Team Management, Budgets, CRM, ERP, Process Improvement, Cross-functional Team..., Business Analysis, Project Portfolio..., Vendor Management, Creative Direction, Product Management, Business Process..., E-commerce, SDLC, Web Design, Business Development, Strategic Planning, Visio, MS Project, User Interface Design, Software Project..., PMO, Strategic Partnerships, CMS, SharePoint, Leadership, Consulting, Integrated Marketing, Email Marketing

Education
Project Management Institute, PMI   2011 — 2011
PMP® Accrediation, Project Management Professional

Webster University   2000 — 2003
M.B.A., Business Administration

Loyola University New Orleans   1991 — 1995
BA, Communications, Journalism & Psych

Ronald Croissant Ronald Croissant Westlake, Ohio Details
Ronald Croissant's A.G. Edwards & Sons, Inc. Experience September 1995 - November 2001
Job Senior Vice President Investment Officer at Roth, Keller & Croissant Group of Wells Fargo Advisors
Industry Financial Services
Experience
Roth, Keller & Croissant Group of Wells Fargo Advisors   April 2008 - Present
Smith Barney  November 2001 - April 2008
A.G. Edwards & Sons, Inc.   September 1995 - November 2001

Skills
Investments, Financial Services, Finance, Retirement Planning, Asset Allocation, Investment Strategies, 401k Rollovers, Time Management

Education
Ohio Northern University—Claude W. Pettit College of Law   1974 — 1978
Doctor of Law (J.D.), Law

Miami University   1970 — 1974
Bachelor of Arts (B.A.), History

Dustin Ray Dustin Ray Shreveport, Louisiana Details
Dustin Ray's A.G. Edwards & Sons, Inc. Experience September 2007 - April 2009
Job Petroleum Landman at RROG
Industry Oil & Energy
Experience
Wright Medical Technology  December 2010 - November 2011
Harrah's Entertainment  August 2009 - December 2010
A.G. Edwards & Sons, Inc.   September 2007 - April 2009
EMJ Corporation  2006 - 2007
Audio Empire   January 2004 - January 2006

Skills
Contract Negotiation, Leadership, Strategy, Management, Budgets, Business Development, Forecasting, Finance, Start-ups, Access, Investments, Sales, Negotiation, Project Planning, Analysis, Inventory Management, Time Management, Microsoft Excel, Financial Analysis

Education
Louisiana Tech University   2001 — 2005
Bachelor of Science, Business Mgmt & Entre.

Doug Reilly Doug Reilly Edmonds, Washington Details
Doug Reilly's A.G. Edwards & Sons, Inc. Experience 1990 - 2007
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  2007 - Present
A.G. Edwards & Sons, Inc.   1990 - 2007
Prudential Bache Securities  1983 - 1990
Merrill Lynch  1981 - 1983

Skills
Asset Allocation, Mutual Funds, Reirement Planning, 401(K) Rollovers, Investment Strategies, Variable Annuities

Education
Michigan State University   1972 — 1977
Bachelor of Arts, Accounting

Bruce C. Peck Bruce C. Peck Boston, Massachusetts Details
Bruce C. Peck's A.G. Edwards & Sons, Inc. Experience March 2002 - November 2003
Job Recruiter (contract) at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth LLC  July 2015 - Present
Federal Home Loan Bank of Boston  January 2015 - June 2015
Northwestern Mutual  October 2013 - December 2014
SBTI  November 2012 - August 2013
Daley And Associates, LLC  January 2012 - November 2012
Celerant Consulting  June 2009 - December 2011
Edison Mission Marketing & Trading  March 2008 - April 2009
Harvard Management Company  February 2007 - March 2008
Executive Search Partners   November 2003 - February 2007
A.G. Edwards & Sons, Inc.   March 2002 - November 2003

Skills
Recruiting, Management Consulting, Leadership, Executive Search, Salesforce.com, Consulting, Business Development, Talent Acquisition, Management, Business Strategy, New Business Development, Social Media, CRM, Sourcing, Talent Management, Process Improvement, Negotiation, Analytics, Business Process..., Applicant Tracking..., Hiring, Microsoft Excel, Internet Recruiting, Creative Strategy, Employer Branding, Strategic Communications, Change Management, Organizational..., Strategy, Strategic Sourcing, Career Counseling, Marketing, Social Networking, Lean Manufacturing, Brand Development, Human Resources, Coaching, Managing Processes, Social Media Marketing, Full-cycle Recruiting, Creative Sourcing, Direct Sourcing, Closing Skills, Social Media Development, Excel, Taleo

Education
Lehigh University
Bachelor of Science, Business Administration, Business Administration

Wellesley High School

Greg Baracy Jr. Greg Baracy Jr. Chicago, Illinois Details
Greg Baracy Jr.'s A.G. Edwards & Sons, Inc. Experience September 2006 - July 2008
Job Director, U.S. Public Finance, Business Relationship & Management at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  April 2013 - Present
The Agbay Group, A Wealth Advisory Company   May 2012 - November 2012
Leonard Capital Markets   August 2011 - July 2012
Stifel Nicolaus  July 2008 - August 2011
A.G. Edwards & Sons, Inc.   September 2006 - July 2008
Oppenheimer & Co.   May 2005 - August 2006

Skills
Investment Banking, Investments, Finance, Financial Analysis, Municipal Bonds, Series 7, Fixed Income, Public Finance, Strategic Planning, Banking, Series 63, Microsoft Excel, New Business Development, Bloomberg, Microsoft Office, Mutual Funds, Capital Markets, Portfolio Management, Securities, TM3, DBC Finance, EMMA, SDC Platinum, Debt Service Analysis, Business Relationship..., Debt Structuring, Credit Rating, Adobe Acrobat, Outlook, Microsoft Word, PowerPoint, Investment Strategies, Stocks, ETFs, Salesforce.com, Sales, Public Speaking

Education
Michigan State University   2001 — 2005
Bachelors, Economics and Applied Policies

Connor Dolan Connor Dolan Guilford, Connecticut Details
Connor Dolan's A.G. Edwards & Sons, Inc. Experience January 2005 - September 2007
Job Infinex Financial Advisor located at Guilford Savings Bank
Industry Financial Services
Experience
Financial Advisor located at Guilford Savings Bank   October 2009 - Present
Guilford Savings Bank  October 2009 - Present
SARAH Foundation   April 2008 - Present
Guilford Youth Mentoring   October 2013 - Present
Morgan Stanley Investment Management  September 2007 - October 2009
A.G. Edwards & Sons, Inc.   January 2005 - September 2007

Education
Lynn University   1999 — 2003
Finance, Business Administration and Management, General

Daniel Hand High School   1995 — 1999

Mary K. Metzger, CFP® Mary K. Metzger, CFP® Minden, Nevada Details
Mary K. Metzger, CFP®'s A.G. Edwards & Sons, Inc. Experience October 1987 - January 2008
Job Financial Advisor 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.   October 1987 - January 2008

Education
Michigan State University   1973 — 1977
Bachelor of Science, Human Ecology Education

Holds FINRA Series 7 & 63 registrations

Chuck Sacco Chuck Sacco Greater Boston Area Details
Chuck Sacco's A.G. Edwards & Sons, Inc. Experience November 2001 - October 2003
Job Sales Manager Custom Solutions at IDC
Industry Research
Experience
IDC  July 2010 - Present
Yankee Group  August 2006 - July 2010
Yankee Group  August 2006 - July 2010
One Communications  February 2004 - August 2006
A.G. Edwards & Sons, Inc.   November 2001 - October 2003
Prudential Securities  May 1999 - November 2001
Gruntal & Co.   June 1996 - May 1999

Skills
Market Analysis, Microsoft Excel, Microsoft Word, Lotus Notes, Account Management, Contract Negotiation, Sales Process, New Business Development, Market Research, CRM, Sales Management, Product Management, Forecasting, Strategic Planning, Selling, Telecommunications, Competitive Analysis, SaaS, Leadership, Analytics, Sales, Management, Customer Retention, Product Development, Salesforce.com, Strategic Partnerships, Lead Generation, Cold Calling, Solution Selling

Education
Merrimack College   1995 — 1999
BS, Finance

Arlington Catholic High School   1991 — 1995

Ann Wertz Ann Wertz Dubuque, Iowa Area Details
Ann Wertz's A.G. Edwards & Sons, Inc. Experience October 1986 - April 1993
Job
Industry
Experience
Loras College  August 2010 - Present
A.G. Edwards & Sons, Inc.   October 1986 - April 1993

Skills
Microsoft Excel, Photoshop, Microsoft Word, Microsoft Office, Leadership, PowerPoint

Education
Loras College   1998 — 2003
Master’s Degree, Pastoral Studies

University of Iowa   1970 — 1974
Bachelor’s Degree, Dental Hygiene/Hygienist

Mitch Kalist Mitch Kalist Greater St. Louis Area Details
Mitch Kalist's A.G. Edwards & Sons, Inc. Experience August 2000 - December 2003
Job Technology Teacher for Middle School 7th & 8th Grades at Immaculate Conception Catholic School
Industry Education Management
Experience
Immaculate Conception Catholic School  July 2004 - Present
Immaculate Conception Catholic School  July 2004 - Present
Anheuser-Busch  January 2004 - July 2004
A.G. Edwards & Sons, Inc.   August 2000 - December 2003
Scantech Business Solutions   November 1999 - July 2000
JM Family Enterprises  March 1998 - November 1999
CODA Health Systems   August 1996 - February 1998
PC Innovators   August 1995 - August 1996
World Color Press  November 1989 - August 1995

Skills
Budgets, Government Procurement, Microsoft Office, Team Building, Strategic Planning, Coaching, Public Speaking, Technology Integration, Project Management, Customer Service, Microsoft Excel, Process Improvement, Account Management, Staff Development, Information Technology, Leadership, Visio, Marketing, Disaster Recovery, Troubleshooting, Spiceworks, Microsoft Word, Elementary Education, Social Networking, Smartboard, Teaching, Software Documentation, Middle School, Networking, Windows Server, Microsoft Exchange, Training, Security, XP, Technical Support, Curriculum Design, Hardware, Microsoft SQL Server, Help Desk Support, Citrix, System Deployment, TCP/IP, Access, Databases, Promethean Board, DNS, K-8, System Administration, 21st Century Skills, Windows XP

Education
Maryville University of Saint Louis   1992 — 1995
Business & MIS

University of Missouri-Saint Louis   1990 — 1992
Chancellor's Certificate in Microcomputers, Business Information Systems

St. Louis Community College   1990 — 1992
MIS, 70hrs MIS/Business Studies

St. Charles Senior High   1984 — 1989

Immanuel Lutheran   1975 — 1984

Joseph Eshoo Joseph Eshoo Greater Minneapolis-St. Paul Area Details
Joseph Eshoo's A.G. Edwards & Sons, Inc. Experience 1996 - 2001
Job VP Senior Equity Analyst at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates  January 2008 - Present
HighMark Capital Management  2005 - 2007
Zacks Investment Research  2003 - 2005
Rodman & Renshaw  2002 - 2003
A.G. Edwards & Sons, Inc.   1996 - 2001

Skills
Internet Services, Semiconductors, Semiconductor Equipment, Semiconductor..., Database Servers, Data Management, Computer Hardware, Telecom Infrastructure, Telecom Technologies, Network Engineering, Wireless Networking, Business Services, Software Engineering, Equity Research, Equity Valuation, Portfolio Management

Education
The University of Chicago Booth School of Business   1989 — 1991
MBA

Northwestern University   1985 — 1988
MEM

Marquette University   1978 — 1982
BSEE

J Brent Hanlin J Brent Hanlin Greater Denver Area Details
J Brent Hanlin's A.G. Edwards & Sons, Inc. Experience 1996 - 2002
Job VP at Citi
Industry Investment Banking
Experience
Citigroup  February 2007 - Present
GMAC Commercial Mortgage  2002 - 2007
A.G. Edwards & Sons, Inc.   1996 - 2002
Andersen consulting  1992 - 1995

Skills
Banking, Due Diligence, Public Finance, Affordable Housing, Investments, Portfolio Management, Financial Structuring, Asset Management, Investment Banking, Financial Modeling, Capital Markets

Education
Kenyon College   1987 — 1991

Glenn Hendry PMP Glenn Hendry PMP Charlotte, North Carolina Area Details
Glenn Hendry PMP's A.G. Edwards & Sons, Inc. Experience January 2006 - July 2008
Job Sr. Lead Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  October 2013 - Present
TIAA-CREF  January 2010 - Present
Wachovia, A Wells Fargo Company  December 2009 - January 2010
Wachovia Bank  July 2008 - January 2010
A.G. Edwards & Sons, Inc.   January 2006 - July 2008
Edward Jones  February 1996 - January 2006
Andersen Consulting  June 1992 - February 1996

Skills
Management, Business Process..., Business Analysis, HRIS, Vendor Management, SDLC, Human Resources, PeopleSoft, Program Management, Business Process, Strategic Planning, Leadership, IT Strategy, Analytics, Requirements Analysis

Education
University of Notre Dame - Mendoza College of Business   1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General

Marquette University   1984 — 1988
Bachelor of Arts (B.A.)

Coretta Bozeman Coretta Bozeman Greater St. Louis Area Details
Coretta Bozeman's A.G. Edwards & Sons, Inc. Experience April 2000 - April 2007
Job Senior Manager, Project Management at Blackhawk Engagement Solutions
Industry Financial Services
Experience
Blackhawk Engagement Solutions  April 2015 - Present
InteliSpend  April 2013 - February 2015
InteliSpend Prepaid Solutions  July 2010 - March 2013
American Express Incentive Services  April 2009 - July 2010
American Express Incentive Services  April 2007 - March 2009
A.G. Edwards & Sons, Inc.   April 2000 - April 2007
A.G.Edwards & Sons   2000 - 2007
A.G. Edwards   2000 - 2007
St. Louis PMI   2005 - 2006
Washington University  April 1990 - April 2000

Skills
Leadership, Management, Program Management, Project Management, Training, Strategic Partnerships, Mentoring, Vendor Management, Process Improvement, Product Management, Agile Methodologies, Strategic Planning, Risk Management, Requirements Gathering, Business Development, Business Analysis, Software Project..., SDLC, Contract Negotiation, B2B, Relationship Management, Cross-functional Team..., Negotiation, Team Leadership, Strategy, Business Process..., Agile Project Management, Team Building, Change Management, E-commerce, Business Process, Visio, Project Portfolio..., Analysis, Integration, SharePoint, Project Planning, Software Documentation, PMO, PMP

Education
Keller Graduate School of Management of DeVry University   2001 — 2003
Master of Science (M.S.), Project Management

Washington University in St. Louis   1988 — 1990
Bachelor of Science (B.S.), Information Technology

Doug Newton Doug Newton Greater St. Louis Area Details
Doug Newton's A.G. Edwards & Sons, Inc. Experience 1999 - 2000
Job Enterprise / SOA / Application Architect & Sr. Manager IT
Industry Computer Software
Experience
Suddenlink Communications  April 2008 - Present
Bradford & Galt  February 2007 - November 2014
Aclara (Formerly DCSI)   February 2007 - May 2008
Express Scripts  2003 - February 2007
Ciber  2003 - February 2007
Technology Partners  2001 - 2003
DCSI  2001 - 2003
Ciber  2000 - 2001
Enterprise Rent-A-Car  2000 - 2001
A.G. Edwards & Sons, Inc.   1999 - 2000

Skills
Java Enterprise Edition, SOA, Architecture, Enterprise Architecture, Web Applications, Software Project..., SDLC, Technical Architecture, Application Architecture, Eclipse, Integration, Spring, Java, Tomcat, JavaScript, XML, Enterprise Software, Web Services, Websphere, Agile Methodologies, Weblogic, Unix, Oracle, SOAP, Database Design, JMS, Scrum, Ant, Software Design, PL/SQL, Test Driven Development, SQL, JUnit, JSP, Solution Architecture, Linux, Maven, Struts, REST, AJAX, JBoss Application Server, Web Development, IT Strategy, Subversion, jQuery, Cloud Computing, Software Engineering, Software Development, Architectures, Requirements Analysis

Education
Massachusetts Institute of Technology   1991 — 1995
Ph.D., Particle Physics

Massachusetts Institute of Technology   1987 — 1991
B.S., Physics

Jason Muraco Jason Muraco Cleveland/Akron, Ohio Area Details
Jason Muraco's A.G. Edwards & Sons, Inc. Experience June 2000 - August 2000
Job Director Valuation and Financial Opinions at Stout Risius Ross, Inc.
Industry Financial Services
Experience
Stout Risius Ross  June 2001 - Present
Stout Risius Ross  June 2001 - December 2005
A.G. Edwards & Sons, Inc.   June 2000 - August 2000

Skills
Valuation, Business Valuation, Fairness Opinions, Fair Value, Purchase Price..., Impairment, Intangible Assets, Equity Compensation, Financial Reporting

Education
Miami University   1997 — 2001
Bachelor of Science, Decision Sciences, Finance (minor)

Mentor High School   1994 — 1997

Doug Burden, CISSP, CIPP Doug Burden, CISSP, CIPP Greater St. Louis Area Details
Doug Burden, CISSP, CIPP's A.G. Edwards & Sons, Inc. Experience 2003 - September 2008
Job Lead IT Risk Management at Reinsurance Group of America
Industry Financial Services
Experience
Reinsurance Group of America  June 2013 - Present
Preferred Resources (RGA Contract)   October 2011 - June 2013
Preferred Resources (MasterCard Contract)   August 2010 - September 2011
Express Scripts  September 2008 - July 2010
A.G. Edwards & Sons, Inc.   2003 - September 2008
A.G. Edwards   2000 - 2003
A.G. Edwards & Sons, Inc.   1994 - 2000

Skills
Information Security, Security, Information Assurance, Information Technology, Data Privacy, Risk Management, Risk Assessment, CISSP, Incident Response, Vulnerability Assessment, Privacy Law, Computer Security, SAS70, Sarbanes-Oxley Act, Information Security..., Software Documentation, PCI DSS, Governance, Impact Assessment, IT Management, ISO27002

Education
Southern Illinois University, Edwardsville   1998 — 2000
M.A., Communications

McKendree University   1986 — 1991
B.S., Management Information Systems, Communications

Phillip Jensen Phillip Jensen Houston, Texas Area Details
Phillip Jensen's A.G. Edwards & Sons, Inc. Experience November 2002 - April 2003
Job Account Manager at Hines Securities, Inc.
Industry Financial Services
Experience
Hines Securities, Inc.   February 2004 - Present
Beacon Alliance Consulting   August 2003 - February 2004
A.G. Edwards & Sons, Inc.   November 2002 - April 2003
AIG American General  October 1998 - March 2002

Skills
Strategic Planning, Budgeting, Program Management, Resource Management, Sales Presentations, Salesforce.com, Sales, Event Management, Management Consulting, Project Management

Education
Lamar University   1996 — 1998
MBA, Business Administration and Management, General

Lamar University   1994 — 1996
BAAS, Business, Arts and Sciences

John Sartorius John Sartorius New York, New York Details
John Sartorius's A.G. Edwards & Sons, Inc. Experience 2001 - 2006
Job Investment Banking at Morgan Stanley Natural Resources (Midstream)
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
Barclays Capital  2010 - 2012
Piper Jaffray  2006 - 2008
A.G. Edwards & Sons, Inc.   2001 - 2006

Skills
Equities, Fixed Income, Equity Research, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Valuation, Investments

Education
Rice University - Jesse H. Jones Graduate School of Management
MBA

Trinity College-Hartford
Politcal Science

Tracy Byer, PMP Tracy Byer, PMP Greater St. Louis Area Details
Tracy Byer, PMP's A.G. Edwards & Sons, Inc. Experience 1998 - 2007
Job IT Program Manager at Saint Louis University
Industry Higher Education
Experience
Health Information Systems at SLUCare - The Physicians of Saint Louis University   October 2011 - Present
Saint Louis University  2008 - October 2011
Wachovia Securities  2007 - November 2008
*Wachovia*   2007 - 2008
*Edwards*   1998 - 2008
A.G. Edwards & Sons, Inc.   1998 - 2007
Systems Engineering Solutions, Inc.   1994 - 1996
PRC  1991 - 1994

Skills
Business Analysis, SharePoint, Visio, Vendor Management, Enterprise Architecture, Program Management, SDLC, PMP, System Administration, Process Improvement, Software Documentation, Resource Management, Requirements Gathering, Requirements Analysis, Project Management, MS Project, Information Technology, Integration, Analysis, IT Management, Leadership, IT Strategy

Education
McKendree University   1991 — 1994
Bachelor of Science, Computing and Information Science

Dan Filsinger Dan Filsinger Greater Chicago Area Details
Dan Filsinger's A.G. Edwards & Sons, Inc. Experience November 2006 - June 2008
Job Accounts Receivable Supervisor
Industry Accounting
Experience
HMR Design Group   July 2008 - Present
A.G. Edwards & Sons, Inc.   November 2006 - June 2008

Skills
Microsoft Excel, Outlook, Office Management, Customer Service, Microsoft Word, Microsoft Office, Account Reconciliation

Education
Lake Forest College   2002 — 2006

Pat Strong Pat Strong Greater St. Louis Area Details
Pat Strong's A.G. Edwards & Sons, Inc. Experience October 2000 - May 2008
Job Project Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2008 - Present
A.G. Edwards & Sons, Inc.   October 2000 - May 2008
Lockheed Martin  July 1999 - October 2000

Skills
Visio, Business Analysis

Education
Lindenwood University   2000 — 2002
Master's, Management Information Systems

University of Missouri-Saint Louis   1995 — 2000
Bachelors, Finance

Steve Buffington Steve Buffington Greater St. Louis Area Details
Steve Buffington's A.G. Edwards & Sons, Inc. Experience July 1999 - April 2008
Job System Support Analyst IV at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2009 - Present
Wachovia  April 2008 - September 2009
A.G. Edwards & Sons, Inc.   July 1999 - April 2008
Anheuser-Busch  1997 - 1999
Cutler Williams  1993 - 1994

Skills
Operating Systems, Network Operations, System Administration, Project Management, Windows, Computer Network..., DNS, Data Center, Troubleshooting, Group Policy, Technical Support, Management, Disaster Recovery

Education
McKendree College   2009 — 2014
Bachelor's Degree, Computer Information Systems

Lewis & Clark Community College   1993 — 2000
AAS, Computer Hardware/Software Technology

Civic Memorial   1987 — 1991

Kristen Roethemeier Kristen Roethemeier Greater St. Louis Area Details
Kristen Roethemeier's A.G. Edwards & Sons, Inc. Experience July 2006 - May 2008
Job Project Coordinator
Industry Financial Services
Experience
Wells Fargo Advisors  October 2010 - Present
Wells Fargo Advisors  October 2010 - Present
Signature Consultants, LLC2010-2010   February 2010 - October 2010
Signature Consultants  February 2010 - September 2010
Wachovia Securities  May 2008 - April 2010
Gliks 2009   September 2009 - February 2010
Wachovia Securities LLC 2008-2009   January 2008 - July 2009
A.G. Edwards & Sons, Inc.   July 2006 - May 2008

Education
Lindenwood University   2008 — 2012
Bachelors, Business

Lindenwood University
Bachelors, Business Administration

Rick Grabish Rick Grabish Greater St. Louis Area Details
Rick Grabish's A.G. Edwards & Sons, Inc. Experience 1980 - 2007
Job Trust Company Executive
Industry Financial Services
Experience
OppenheimerFunds Inc  2001 - Present
A.G. Edwards Trust Co., FSB   2005 - 2007
AG Edwards  2001 - 2007
Wachovia/A.G. Edwards Trust Company   1987 - 2007
A.G. Edwards & Sons, Inc.   1980 - 2007
A.G. Edwards Trust Co., FSB   1980 - 2007
A.G. Edwards Trust Co., FSB   1980 - 2007
A.G. Edwards   1980 - 2007

Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning

Education
Kent State University   1972 — 1975
Ph.D., Communication

Texas Tech University   1970 — 1972
MA, Communication

University of Missouri-Columbia   1966 — 1970
B.S., Communication

Andrew Schlueter Andrew Schlueter Richmond, Virginia Details
Andrew Schlueter's A.G. Edwards & Sons, Inc. Experience January 2000 - October 2003
Job Senior Account Executive
Industry Insurance
Experience
Unum  November 2003 - Present
A.G. Edwards & Sons, Inc.   January 2000 - October 2003

Skills
Disability Insurance, Term Life Insurance, Permanent Life Insurance, Critical Illness, Accident Insurance, Enrollment Services, Benefit Communication, Benefits Administration, FMLA, Employee Benefits, Sales, Brokers, Life Insurance

Education
Le Moyne College   1996 — 2000
Management Information Systems, General

Jennifer Ianke Jennifer Ianke Greater St. Louis Area Details
Jennifer Ianke's A.G. Edwards & Sons, Inc. Experience 1999 - 2002
Job Program Manager at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions  January 2015 - Present
Express Scripts  October 2012 - January 2015
Express Scripts  July 2007 - November 2012
Anheuser-Busch  2006 - 2007
AT&T  2002 - 2006
A.G. Edwards & Sons, Inc.   1999 - 2002
Edward Jones  1998 - 1999

Education
Maryville University of Saint Louis   1996 — 2000
B.S., M.I.S.

Wanda Bartlett Wanda Bartlett Washington D.C. Metro Area Details
Wanda Bartlett's A.G. Edwards & Sons, Inc. Experience May 2000 - February 2002
Job Business Analyst at MicroPact, Inc
Industry Information Technology and Services
Experience
Express Scripts  April 2011 - July 2012
Express Scripts  June 2002 - April 2011
A.G. Edwards & Sons, Inc.   May 2000 - February 2002
Energizer  February 1995 - May 2000

Skills
COBOL, SQL*Plus, Sybase SQL Anywhere, Embedded SQL, WebSphere MQ, ISAM, Datatrieve, VAX, VMS, Unix, JCL, Microsoft Office, Visio, BMC Remedy, Quality Center, ClearCase, SDLC, Relational Databases, Unix Shell Scripting, Stratus, DBQ, EDI, Tandem Himalaya, Hermes, Business Analysis, Business Process..., Business Process..., Hyperion Enterprise, VOS, SharePoint, Requirements Gathering, Requirements Analysis, SOA, SQL

Education
Maryville University of Saint Louis   1989 — 2001
Bachelor's Degree, Information Technology

Craig Dobkin Craig Dobkin Greater St. Louis Area Details
Craig Dobkin's A.G. Edwards & Sons, Inc. Experience February 1999 - March 2008
Job Application Architecture Analyst at US Bank
Industry Financial Services
Experience
US Bank  March 2008 - Present
A.G. Edwards & Sons, Inc.   February 1999 - March 2008
Wave Technologies  1993 - 1996

Education
Maryville University of Saint Louis

Whitfield

Jon Harden Jon Harden Joplin, Missouri Area Details
Jon Harden's A.G. Edwards & Sons, Inc. Experience August 2004 - September 2005
Job Customer Relationship Manager
Industry Information Technology and Services
Experience
Jack Henry & Associates  July 2011 - Present
PILR Technology Services   February 2010 - July 2011
Jack Henry & Associates  September 2005 - July 2009
A.G. Edwards & Sons, Inc.   August 2004 - September 2005
Jack Henry & Associates  December 1995 - August 2004
Borderline Music   July 1991 - November 1995
Newton County Ambulance District   July 1988 - July 1991

Skills
Sales, Solution Selling, Sales Operations, Sales Management, Salesforce.com, Account Management

Education
Missouri Southern State University   1987 — 1990
Business, Emergency Medical Training, Music

Richard E II Kunz Richard E II Kunz Greater St. Louis Area Details
Richard E II Kunz's A.G. Edwards & Sons, Inc. Experience February 2000 - July 2006
Job Senior Business Analyst / VP
Industry Information Technology and Services
Experience
CitiMortgage  March 2007 - Present
O'Fallon Fire Protection District   June 2008 - Present
CitiMortgage  July 2006 - March 2007
A.G. Edwards & Sons, Inc.   February 2000 - July 2006
Emerson Electric Co.  1998 - 2000
Entex  1998 - 2000

Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Disaster Recovery, Citrix, Software Project..., Project Management, Operating Systems, IT Service Management, Quality Center, Active Directory

Education
O'Fallon Fire Academy
FireFighter Program

St Charles County Ambulance District
Emergency Medical Technician Program, EMT

Self-Study   1998 — 2005
Misc Certifications: A+, MCSE 4, CNE 4.X, CCA, Client / Server Infrastructure

Lindenwood University   2001 — 2004
Bachelor's, Business Administration

Vatterott College   1992 — 1994
Associate's, Computer Electronics

St Mary's High School

Peter Deakos, CFA Peter Deakos, CFA Greater St. Louis Area Details
Peter Deakos, CFA's A.G. Edwards & Sons, Inc. Experience November 1999 - July 2006
Job Portfolio Manager at Wells Fargo Compass
Industry Financial Services
Experience
Wells Fargo Compass   September 2013 - Present
Wells Fargo Advisors  May 2010 - August 2013
Wells Fargo Wealth Management  August 2006 - April 2010
A.G. Edwards & Sons, Inc.   November 1999 - July 2006
A.G. Edwards & Sons, Inc.   January 1999 - November 1999

Skills
Portfolio Management, Investments, Equities, Bonds

Education
Saint Louis University   2000 — 2003
MBA

Saint Louis University   1997 — 1998
BS, Finance

Loyola University Chicago   1995 — 1997

Katrina Holloway Katrina Holloway Greater St. Louis Area Details
Katrina Holloway's A.G. Edwards & Sons, Inc. Experience May 1999 - September 2006
Job Accounting Tech at USDA/RD
Industry Government Administration
Experience
USDA/RD   March 2012 - Present
USDA  September 2006 - May 2012
A.G. Edwards & Sons, Inc.   May 1999 - September 2006
A.G. Edwards & Sons, Inc.   March 1999 - September 2006
Bank of America  June 1997 - February 1999

Skills
Access, Customer Service, Documentation, Policy, Research, Financial Accounting, Outstanding Customer..., Microsoft Excel, Administrative..., Outlook, PeopleSoft, Microsoft Word, Microsoft Office, Accounting, Banking, Budgets, PowerPoint, Finance, Lotus Notes, Accounts Payable, Accounts Receivable, Government, QuickBooks, Teamwork, Spreadsheets, Microsoft Office 2007, Customer Satisfaction, Financial Analysis, Software Documentation, Invoicing, Program Management, Insurance, System Administration, Time Management, Analysis, Data Entry

Education
Webster University   1999 — 2003
Master of Arts, Computer Resources & Information Management

McKendree College   1993 — 1996
Bachelor of Science, Business Administration

Lisa (Morra) Brule Lisa (Morra) Brule Greater New York City Area Details
Lisa (Morra) Brule's A.G. Edwards & Sons, Inc. Experience December 1998 - April 2009
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  April 2009 - Present
A.G. Edwards & Sons, Inc.   December 1998 - April 2009
Republic National Bank  June 1997 - October 1998

Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Finance, Uniform Combined State..., Investments, Strategic Financial..., Financial Advisory, Asset Allocation, Series 63, Series 7, Series 65, Investment Strategies, Securities, ETFs, Retirement, Portfolio Management, Asset Management, 401k, Fixed Income, Financial Planning

Education
LIU Post   1993 — 1997
Bachelor of Science, Finance/Management

John B. Harrington John B. Harrington Greater St. Louis Area Details
John B. Harrington's A.G. Edwards & Sons, Inc. Experience November 2005 - August 2008
Job Senior Business Development Manager at Dot Foods
Industry Logistics and Supply Chain
Experience
Dot Foods  November 2009 - Present
Dot Foods  November 2008 - October 2009
A.G. Edwards & Sons, Inc.   November 2005 - August 2008
Wachovia Securities  2007 - 2008
A.G. Edwards & Sons, Inc.   1997 - 2005

Skills
Fixed Income, Credit, Strategic Planning, Process Improvement, New Business Development, Forecasting, Sales Management, Sales, Management, Business Analysis, Account Management, Leadership, Team Building, Financial Analysis, Project Management, Negotiation, Budgets, Vendor Management, Series 7

Education
Marquette University
Bachelor of Science (BS), Finance, General

The George Washington University - School of Business
Master of Business Administration (M.B.A.), Finance, General

Martin Ghafoori Martin Ghafoori Greater St. Louis Area Details
Martin Ghafoori's A.G. Edwards & Sons, Inc. Experience August 2005 - June 2008
Job Director at Stifel
Industry Investment Banking
Experience
Stifel  June 2008 - Present
A.G. Edwards & Sons, Inc.   August 2005 - June 2008

Skills
Investments, Fixed Income, Bonds, Series 7, Capital Markets, Investment Banking, Alternative Investments, Securities, FINRA, Series 63, Financial Analysis, Financial Modeling, Finance, Due Diligence

Education
Lindenwood University
MBA, Finance

St. Louis University
B.S.B.A, Finance

W. Drue Thomas, Jr. W. Drue Thomas, Jr. Kansas City, Missouri Area Details
W. Drue Thomas, Jr.'s A.G. Edwards & Sons, Inc. Experience November 2002 - April 2004
Job Vice President in Commercial Lending at UMB Bank
Industry Banking
Experience
UMB Bank  October 2012 - Present
UMB Bank  June 2008 - September 2012
UMB Bank  October 2006 - May 2008
UMB Bank  October 2005 - September 2006
UMB Bank  December 2004 - September 2005
A.G. Edwards & Sons, Inc.   November 2002 - April 2004

Education
Kansas State University   1997 — 2002
BS, Financial Management

Charles Travis Albright Charles Travis Albright Greater New Orleans Area Details
Charles Travis Albright's A.G. Edwards & Sons, Inc. Experience 1998 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Squeal Bar-B-Q   2012 - Present
New York Life Insurance Company  2010 - 2012
Merrill Lynch  2008 - 2010
Italian Pie  2007 - 2008
D T Trading   2003 - 2007
D T Trading   1999 - 2003
A.G. Edwards & Sons, Inc.   1998 - 1999

Skills
Accounting, Equities, Finance, Financial Markets, Fixed Income, Investment Management, Investments, Management, Options, Sales Management, Strategic Financial..., Trading, Valuation

Education
Louisiana State University   1991 — 1997
Bachelor of General Studies, Minors in History, Political Science, Sociology

Bob Hahn Bob Hahn Greater St. Louis Area Details
Bob Hahn's A.G. Edwards & Sons, Inc. Experience March 2004 - March 2008
Job Application Support Supervisor at Scottrade
Industry Information Technology and Services
Experience
Scottrade  August 2013 - Present
Scottrade  February 2010 - August 2013
Wachovia Corporation  March 2008 - July 2009
A.G. Edwards & Sons, Inc.   March 2004 - March 2008
A.G. Edwards & Sons, Inc.   March 2002 - March 2004
A.G. Edwards & Sons, Inc.   March 2001 - March 2002
A.G. Edwards & Sons, Inc.   March 1999 - March 2001
A.G. Edwards & Sons, Inc.   March 1991 - March 1999
A.G. Edwards & Sons, Inc.   March 1990 - March 1991
A.G. Edwards & Sons, Inc.   January 1989 - March 1990

Education
Marquette University   1984 — 1988
BS, Electrical Engineering with Computer Science

Christine Estacio Cole Christine Estacio Cole San Francisco, California Details
Christine Estacio Cole's A.G. Edwards & Sons, Inc. Experience 2003 - 2004
Job Sr Audit Consultant, Independent Risk Monitoring Group at Union Bank
Industry Financial Services
Experience
Union Bank  August 2011 - Present
A.G. Edwards & Sons, Inc.   2003 - 2004
Charles Schwab  January 2001 - November 2003
Bank of the West  2000 - 2001
The Bank of New York  1997 - 2000

Education
Loyola University Chicago

Bob Koets Bob Koets West Palm Beach, Florida Area Details
Bob Koets's A.G. Edwards & Sons, Inc. Experience 1996 - 1999
Job Head MSR Advisory Group at AVM, L.P.
Industry Financial Services
Experience
AVM, L.P.   April 2002 - Present
A.G. Edwards & Sons, Inc.   1996 - 1999
Citicorp Mortgage  1989 - 1996

Skills
Mortgage Lending, Risk Management, Portfolio Management, Mortgage Banking, Residential Mortgages, Loans, Credit, Banking, Credit Risk, Asset Management, Bonds, Capital Markets, Credit Analysis, Financial Risk, Financial Services, Fixed Income, Investments, Securities, Valuation

Education
The University of Texas at Austin   1987 — 1989
Master of Business Administration (MBA), Finance, General

Kansas State University   1977 — 1979
Bachelor of Science (BS), Electrical and Electronics Engineering

Lea Stroud Lea Stroud Shreveport, Louisiana Area Details
Lea Stroud's A.G. Edwards & Sons, Inc. Experience 1995 - 2006
Job Asst. Dean Frost School of Business; adjunct professor at Centenary College of Louisiana
Industry Education Management
Experience
Centenary College of Louisiana  May 2006 - Present
A.G. Edwards & Sons, Inc.   1995 - 2006
Phelps Dunbar LLP  June 1992 - May 1995
Cole, Evans & Peterson   1982 - 1985

Skills
Time Management, Public Relations, Strategic Financial..., Community Outreach, Teaching, Student Affairs, Finance, Legal Research, Academic Advising, PowerPoint, University Teaching, Student Development, Microsoft Office, Project Planning, Creative Writing, Program Development, Social Media, Social Networking, Staff Development

Education
Tulane University Law School   1989 — 1992
J.D., Law

Louisiana Tech University
B.S., Mathematics

Mara Hasenbeck Mara Hasenbeck Greater St. Louis Area Details
Mara Hasenbeck's A.G. Edwards & Sons, Inc. Experience 2001 - 2005
Job VP, Program Mgr. Branch Team Member Development at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 1986 - Present
Wells Fargo Advisors  1986 - Present
Wachovia Securities, LLC  May 2007 - January 2009
A.G. Edwards & Sons, Inc.   2001 - 2005

Skills
Change Management, Coaching, Financial Services, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Securities, Series 63, Series 7, Training, Corporate Communications, Team Building, Retirement Planning, Wealth Management, Risk Management, FINRA

Education
University of Missouri-Saint Louis   1983 — 1984
MA, Psychology

Missouri Baptist University   1979 — 1983
BA, Psychology

Ritenour Senior High School

Keri Schrumpf Keri Schrumpf Greater St. Louis Area Details
Keri Schrumpf's A.G. Edwards & Sons, Inc. Experience October 2004 - January 2008
Job Compensation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2008 - Present
A.G. Edwards & Sons, Inc.   October 2004 - January 2008
A.G. Edwards & Sons, Inc.   August 1997 - October 2004

Skills
Deferred Compensation, 401k

Education
Maryville University of Saint Louis   2002 — 2004
BA, Psychology, Sociology

Kimberly Wiley Kimberly Wiley Greater St. Louis Area Details
Kimberly Wiley's A.G. Edwards & Sons, Inc. Experience 2004 - 2006
Job BA / Web Application Support/ Development
Industry Information Technology and Services
Experience
Apex Systems / Express Scripts   September 2014 - November 2014
7 Delta, Inc./ Veterans Affairs   February 2012 - August 2014
Wells Fargo  July 2008 - March 2010
A G Edwards  January 2006 - July 2008
A.G. Edwards & Sons, Inc.   2004 - 2006
GMAC Insurance  1994 - 1996
AT&T  1991 - 1996

Skills
Customer Service, Business Analysis, Project Planning, Event Planning, Microsoft Office, Team Building, Web Design, Visio, Leadership, Management, Program Management, Training, Process Improvement, Sales

Education
Lindenwood University
B A, Information Technology

Rosati-Kain

Scott Sweeney Scott Sweeney Greater New York City Area Details
Scott Sweeney's A.G. Edwards & Sons, Inc. Experience October 2005 - June 2008
Job Sales Executive At Marshall & Sterling Insurance
Industry Insurance
Experience
Marshall & Sterling  June 2008 - Present
Walkway Over the Hudson  June 2011 - Present
A.G. Edwards & Sons, Inc.   October 2005 - June 2008

Skills
Health Insurance, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Professional Liability, Umbrella Insurance, Underwriting, Legal Liability

Education
Marist College   2000 — 2004
Marketing, Marketing

Mark Ralfs Mark Ralfs Greater St. Louis Area Details
Mark Ralfs's A.G. Edwards & Sons, Inc. Experience August 2002 - August 2004
Job Vice President & Senior Client Adviser at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  September 2012 - Present
Enterprise Trust Company   February 2012 - September 2012
US Trust  August 2004 - February 2012
A.G. Edwards & Sons, Inc.   August 2002 - August 2004
Development Dimensions International  November 1988 - August 2002
Burger King Corporation  January 1987 - November 1988
Union Electric Company  January 1982 - January 1987
Union Electric Company  August 1979 - January 1982
Marietta College  August 1978 - August 1979

Skills
Wealth Management, Retirement Planning, Succession Planning, Asset Allocation, Investment Advisory, Series 7, Investments, Strategic Financial..., Banking, Estate Planning, Insurance, Investment Strategies, Alternative Investments, Retirement, Investment Management, Private Banking, Tax, Series 65, Credit, Financial Planners, Mutual Funds, Asset Managment, High Net Worth..., Portfolio Management, Fixed Annuities, Financial Services, Wealth Management..., Life Insurance, Fixed Income, Equities, Relationship Management, Securities, Trust Services, Series 63, Loans, Long-term Care, Financial Advisory, Trusts, 401k, Mortgage Lending, Small Business Lending, Wealth, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Hedge Funds, Finance, Series 6, Lines Of Credit

Education
Miami University   1976 — 1978
M.S., Mass Communications, 3.92

University of Florida   1972 — 1976
B.S, Broadcasting, 3.5

Cassi Shaw Cassi Shaw Greater St. Louis Area Details
Cassi Shaw's A.G. Edwards & Sons, Inc. Experience 2006 - November 2009
Job Project Manager at Qivliq Federal Group, LLC
Industry Information Technology and Services
Experience
Qivliq Federal Group, LLC  October 2014 - Present
iBridge Solutions  October 2013 - October 2014
TKC Global  November 2009 - September 2013
A.G. Edwards & Sons, Inc.   2006 - November 2009
US Air Force  July 2002 - July 2006

Skills
Active Directory, Microsoft Exchange, Windows Server, Group Policy, System Administration, Servers, Quest Migration Manager, Data Center, Software Documentation, VMware ESX, Network Administration, Network Security, Security+, Troubleshooting, Computer Security, Software Installation, Help Desk Support, Powershell, Technical Support, Windows 7, Integration, Microsoft Certified..., CompTIA Security+, Security

Education
McKendree College   2004 — 2005

Community College of the Air Force   2002 — 2002
3C0X1

David Schwerdtfeger David Schwerdtfeger Colorado Springs, Colorado Area Details
David Schwerdtfeger's A.G. Edwards & Sons, Inc. Experience 1960 - 1973
Job Owner at The Grateful Life
Industry Professional Training & Coaching
Experience
The Grateful Life   May 2008 - Present
Schwerdtfeger Properties LLC   January 1999 - Present
A.G. Edwards & Sons, Inc.   1960 - 1973

Skills
Non-profits, Business, Executive Coaching, Leadership Development, Coaching, Emotional Intelligence, Personal Development, Stress Management, Public Speaking, Team Building, Small Business, Life Coaching, Spiritual Direction, Spiritual Leadership, Holistic Life Coaching, Emotional Clearing, Energy Healing, Gratitude, Forgiveness, Self-healing, Wellness Coaching

Education
Coach University

Lindenwood University
Human & Oranizational Devleopment

Lonnie Gatlin Lonnie Gatlin Greater St. Louis Area Details
Lonnie Gatlin's A.G. Edwards & Sons, Inc. Experience 1999 - 2000
Job Lead Applications Analyst at Sisters of Mercy Health System
Industry Information Technology and Services
Experience
Mercy  2000 - Present
A.G. Edwards & Sons, Inc.   1999 - 2000
American Association of Orthodontists  1997 - 1999
St. John's Mercy Medical Center (Mercy)   1988 - 1997

Skills
Business Analysis, Requirements Analysis, Problem Analysis, Project Management, Project Planning, Systems Analysis, Software Quality..., Data Warehousing, EHR, EMR, HIPAA, Healthcare, Healthcare Information..., Process Improvement, SDLC, SQL, SharePoint, Software Documentation, Testing, Visio

Education
Maryville University of Saint Louis
BA, Business Communications and Marketing

Deanna Murrel Deanna Murrel Greater St. Louis Area Details
Deanna Murrel's A.G. Edwards & Sons, Inc. Experience May 2000 - February 2002
Job Technology Support Specialist with the Parkway School District
Industry Information Technology and Services
Experience
Parkway School District  July 2007 - Present
A.G. Edwards & Sons, Inc.   May 2000 - February 2002
Platke & Berkowitz   May 1998 - May 2000
Kleinpeter & Schwartzberg   September 1991 - December 1996

Education
Louisiana State University   1985 — 1992
Paralegal Studies - ABA Accredited, Liberal Arts

University of Alaska Fairbanks   1984 — 1985

Brad Sprague Brad Sprague Columbus, Ohio Area Details
Brad Sprague's A.G. Edwards & Sons, Inc. Experience 1990 - 2001
Job Principal at PRISM Municipal Advisors
Industry Financial Services
Experience
Prism Municipal Advisors   June 2001 - Present
A.G. Edwards & Sons, Inc.   1990 - 2001
Ehrlich Bober   1983 - 1990
City of Columbus  1976 - 1983

Skills
Due Diligence, Financial Analysis, Municipal Bonds, Economic Development, Tax Increment Financing, Government, Municipal Budgeting, Municipalities, Local Government, Financial Modeling, Strategic Planning, Policy, Investments, Financial Advisory, Public Finance, Series 7, Fixed Income, Public/private..., Policy Analysis

Education
The Ohio State University   1974 — 1976
MPA, Public Administration

Miami University   1971 — 1973
BA, Political Science

Nikki Stampehl Nikki Stampehl Houston, Texas Area Details
Nikki Stampehl's A.G. Edwards & Sons, Inc. Experience August 1998 - July 2004
Job Owner, Avon
Industry Consumer Goods
Experience
Avon  Sales AssistantA.G. Edwards & Sons, Inc.2005 - 2007
The Art Institute of Houston  2005 - 2005
A.G. Edwards & Sons, Inc.   August 1998 - July 2004
A.G. Edwards & Sons, Inc.   2002 - 2004

Education
Webster University   2000 — 2004
Management, Management and Marketing

McKendree University   1992 — 1994
Communications

Laura Radcliff Laura Radcliff Greater St. Louis Area Details
Laura Radcliff's A.G. Edwards & Sons, Inc. Experience September 1994 - March 2008
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus  March 2008 - Present
A.G. Edwards & Sons, Inc.   September 1994 - March 2008
A.G. Edwards   1994 - 2008

Education
Princeton University   1984 — 1986
MPA, Urban and Domestic Policy

Michigan State University   1980 — 1984
BSUP, Urban Planning and French

Kari Yang Kari Yang Greater Minneapolis-St. Paul Area Details
Kari Yang's A.G. Edwards & Sons, Inc. Experience January 2004 - November 2004
Job at
Industry Internet
Experience
Prime Therapeutics  June 2015 - Present
Prime Therapeutics  October 2013 - June 2015
Kari Yang   May 2009 - October 2013
Wells Fargo Investments  January 2007 - February 2008
Hartford Mutual Funds  February 2005 - December 2006
A.G. Edwards & Sons, Inc.   January 2004 - November 2004

Skills
Photoshop, CSS, Flash Animation, DHTML, SEO, Social Media Consulting, Digital Photography, Final Cut Pro, ActionScript, XHTML, Illustrator, Microsoft Office, Project Planning, Video Editing, Mac, Social Networking, Graphics, Logo Design, Website Development, Flash, Graphic Design, Advertising, Photography, InDesign, Web Design, WordPress

Education
Metropolitan State University   2015 — 2016
Master’s Degree, Technical Communication

Nicholas Bielke Nicholas Bielke Greater St. Louis Area Details
Nicholas Bielke's A.G. Edwards & Sons, Inc. Experience September 1999 - June 2006
Job Area Sales Manager at Capital One
Industry Banking
Experience
Capital One Auto Finance  February 2012 - Present
Regions Bank  June 2011 - February 2012
Regions Bank  June 2006 - June 2011
A.G. Edwards & Sons, Inc.   September 1999 - June 2006

Skills
Loans, Commercial Banking, Small Business Lending, Mortgage Lending, Leadership, Banking, Consumer Lending, Finance, Credit Analysis, Sales, Team Building, Commercial Lending, Credit, Lines Of Credit, Retail Banking, Cross Selling, Relationship Management

Education
Lindenwood University   2001 — 2005
BA, Economics, Business, Marketing

Dee Webster Dee Webster Greater St. Louis Area Details
Dee Webster's A.G. Edwards & Sons, Inc. Experience June 1986 - July 2008
Job Risk Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones  September 2008 - Present
A.G. Edwards & Sons, Inc.   June 1986 - July 2008

Education
Maryville University of Saint Louis

Carrie Henschel Carrie Henschel Greater St. Louis Area Details
Carrie Henschel's A.G. Edwards & Sons, Inc. Experience June 2003 - July 2007
Job Legal Secretary at Williams Venker & Sanders LLC
Industry Legal Services
Experience
Hawkins Parnell Thackston & Young LLP  June 2013 - Present
Williams Venker & Sanders LLC  January 2010 - September 2012
Witzel & Kanzler, LLC   January 2009 - January 2010
A.G. Edwards & Sons, Inc.   June 2003 - July 2007

Skills
Administrative Law, Civil Litigation, Litigation, Legal Research, Product Liability, Corporate Law, Appeals, Trials, Pleadings, Courts, Mediation, Legal Assistance, Criminal Law, Medical Malpractice, Bankruptcy, Personal Injury, Legal Writing, Psychology, Document Review, Commercial Litigation, Counseling Psychology, Litigation Support, Employment Law, Wrongful Death, Westlaw

Education
Lindenwood University   2012 — 2015
Master of Arts (M.A.), Counseling Psychology

Southern Illinois University, Edwardsville   1993 — 1997
BS, Psychology

Nick Chapekis Nick Chapekis Greater St. Louis Area Details
Nick Chapekis's A.G. Edwards & Sons, Inc. Experience October 1997 - May 2008
Job Senior Company Counsel at Wells Fargo & Co
Industry Law Practice
Experience
Wells Fargo & Co  May 2009 - Present
Wachovia Securities, LLC  May 2008 - May 2009
A.G. Edwards & Sons, Inc.   October 1997 - May 2008
US Securities and Exchange Commission  July 1989 - July 1995
U.S. Securities and Exchange Commission   1989 - 1995

Skills
Securities Regulation..., Equity and Fixed Income..., SEC, FINRA and State..., Securities Regulation, Securities, FINRA, Corporate Governance, Capital Markets, Hedge Funds, Due Diligence, Equities, Series 7, Alternative Investments

Education
University of Detroit Mercy School of Law   1980 — 1983
JD, Securities Regulation

Michigan State University - The Eli Broad College of Business   1976 — 1980
Bachelor's Degree

Nick Chapekis Nick Chapekis Greater St. Louis Area Details
Nick Chapekis's A.G. Edwards & Sons, Inc. Experience 1997 - 2008
Job Senior Regulatory Counsel at Wells Fargo & Co
Industry Law Practice
Experience
Wells Fargo & Co  January 2009 - Present
Wachovia Securities, LLC  2008 - 2009
A.G. Edwards & Sons, Inc.   1997 - 2008
LPL  July 1995 - October 1997
US Securities and Exchange Commission  1989 - 1995
Securities and Exchange Commission  1989 - 1995
Olde Discount Corportation   July 1985 - July 1989

Skills
Securities Regulation, Enforcement, Compliance, Due Diligence, Fraud, Licensing, Securities, FINRA, Corporate Law, Series 7, Corporate Governance, SEC, Litigation, AML, Capital Markets, Hedge Funds, Financial Services, Mutual Funds, Equities, Risk Management, Alternative Investments, Mergers & Acquisitions, Financial Regulation, Asset Management

Education
University of Detroit Mercy School of Law   1980 — 1983
JD

Michigan State University   1976 — 1980
BA, Business

Garst Reese, CFA Garst Reese, CFA Asheville, North Carolina Area Details
Garst Reese, CFA's A.G. Edwards & Sons, Inc. Experience February 1994 - January 2003
Job Investment Counselor at Boys Arnold & Company
Industry Investment Management
Experience
Boys Arnold & Company   August 2005 - Present
A.G. Edwards & Sons, Inc.   February 1994 - January 2003

Skills
Investments, Finance, Financial Planning, Financial Analysis, Wealth Management, Portfolio Management, Financial Modeling, Retirement Planning, Mutual Funds, Asset Allocation

Education
Wake Forest University   2003 — 2005
MBA, Finance

Lenoir-Rhyne College   1989 — 1993
BA, Business Administration

Tom Hindelang Tom Hindelang Phoenix, Arizona Area Details
Tom Hindelang's A.G. Edwards & Sons, Inc. Experience January 2001 - March 2008
Job President/Wealth Manager at Fair Oaks Financial
Industry Financial Services
Experience
Fair Oaks Financial   March 2008 - Present
A.G. Edwards & Sons, Inc.   January 2001 - March 2008

Skills
Finance, Securities, FINRA

Education
Lewis and Clark Community College

Jeff Hamlin Jeff Hamlin United States Details
Jeff Hamlin's A.G. Edwards & Sons, Inc. Experience 2003 - 2009
Job Technology Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2009 - Present
A.G. Edwards & Sons, Inc.   2003 - 2009
May Department Stores  September 1991 - September 1997

Education
Michigan State University   1982 — 1985

Caroline Lanyi Caroline Lanyi Chester, New Jersey Details
Caroline Lanyi's A.G. Edwards & Sons, Inc. Experience January 1992 - January 2002
Job Graduate Student at Montclair State University
Industry Education Management
Experience
Montclair State University  September 2011 - Present
Morristown High School  August 2011 - Present
Mendham High School   March 2006 - Present
A.G. Edwards & Sons, Inc.   January 1992 - January 2002

Skills
Nonprofits, Team Building, Finance, Negotiation, Teaching, Higher Education, Marketing, Leadership, Public Speaking, Strategic Planning, Training, Event Planning, Leadership Development, Staff Development

Education
Montclair State   2010 — 2014
Masters, Arts in Teaching

Lycoming College   1988 — 1992
Bachelor or Science, Business Administration

Lynden D. Medlin Lynden D. Medlin Duluth, Minnesota Area Details
Lynden D. Medlin's A.G. Edwards & Sons, Inc. Experience 2002 - 2003
Job Managing Principal at Northland Private Asset Management, LLC
Industry Financial Services
Experience
Northland Private Asset Management, LLC   May 2010 - Present
Wells Fargo Advisors, LLC-Private Client Group   September 2004 - May 2010
A.G. Edwards & Sons, Inc.   2002 - 2003

Education
Loyola University Chicago   1999 — 2003
BBA Finance, Economics and Finance

Deanna Loepker Deanna Loepker Greater St. Louis Area Details
Deanna Loepker's A.G. Edwards & Sons, Inc. Experience March 1997 - March 2009
Job Banking
Industry Financial Services
Experience
Carrollton Bank  February 2014 - Present
Stifel Nicolaus  March 2009 - Present
A.G. Edwards & Sons, Inc.   March 1997 - March 2009
A.G. Edwards & Sons, Inc.   November 1985 - March 1997

Skills
Hold Series 7

Education
Carrollton High School

Lewis and Clark Community College

Terri Chier Terri Chier Greater St. Louis Area Details
Terri Chier's A.G. Edwards & Sons, Inc. Experience December 2000 - March 2008
Job Sr. Administrative Assistant with FiNet at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2013 - Present
Wells Fargo Advisors Financial Network  March 2008 - December 2012
A.G. Edwards & Sons, Inc.   December 2000 - March 2008
Sherwood Medical Solutions  1978 - 1986

Skills
Banking, Brokerage, Independence, Office Administration, Coordinating Events, Travel Arrangements, Organizational..., Volunteer Management, Public Relations, Financial Services

Education
Maryville University of Saint Louis
Business/Corporate Communications

Southeast Missouri State University
Business, Management, Marketing, and Related Support Services

St. Louis Community College
Management & Supervisory Development, Business Administration and Management, General

Gretchen Tutt Gretchen Tutt Greater St. Louis Area Details
Gretchen Tutt's A.G. Edwards & Sons, Inc. Experience November 2005 - February 2007
Job Paralegal at Cantor & Burger
Industry Legal Services
Experience
Cantor & Burger   January 2011 - Present
Bauer & Baebler, P.C.   February 2007 - December 2010
A.G. Edwards & Sons, Inc.   November 2005 - February 2007
Basso & Myers, P.C.   April 2004 - November 2005
Continental Title Company  October 2002 - January 2004
Law Firm of Murphey and Wasinger L.C   April 2002 - June 2002

Education
Kaplan University   2005 — 2007
Bachelor of Science, Legal Studies

Stevens Institute of Business & Arts f/k/a Patricia Stevens College   2001 — 2002
Associates Applied Science, Legal Studies

Mineral Area College   1999 — 2000
Transferred, General Studies

Phil Pople Phil Pople Washington D.C. Metro Area Details
Phil Pople's A.G. Edwards & Sons, Inc. Experience 1998 - 2009
Job Merchandiser at CocaCola Enterprises
Industry Public Relations and Communications
Experience
Coca-Cola Enterprises  May 2012 - Present
Wells Fargo Advisors  October 1998 - January 2010
A.G. Edwards & Sons, Inc.   1998 - 2009
Prudential Securities  July 1989 - October 1997

Skills
Editing, PowerPoint, Speech Writing, Strategic Planning, Microsoft Excel, Team Building, Internal & External..., Analyst Relations, Tumblr, Online Journalism, Mac, Magazine Articles, Public Relations, Market Planning, Google+, Social Media, Voice Over

Education
Southern Illinois University, Carbondale   1986 — 1988
Bachelor of Science (B.S.), Radio and Television

Lincoln College   1974 — 1976
Associate of Arts (A.A.), Broadcast Communications

Christopher Cushing Christopher Cushing Greater Atlanta Area Details
Christopher Cushing's A.G. Edwards & Sons, Inc. Experience June 2004 - July 2005
Job Client Development Officer II, Vice President at Sheffield Financial
Industry Financial Services
Experience
Sheffield Financial, a division of BB&T. Member FDIC.   July 2015 - Present
Sheffield Financial  April 2014 - Present
TCF Inventory Finance, Inc.   March 2012 - March 2014
TCF Inventory Finance, Inc.   March 2011 - March 2012
TCF Inventory Finance, Inc.   October 2009 - March 2011
Textron Financial  April 2008 - May 2009
Textron Financial  July 2005 - May 2008
A.G. Edwards & Sons, Inc.   June 2004 - July 2005

Skills
Customer Relations, Risk Management, Financial Analysis, Underwriting, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Loans, Process Improvement, Account Management, Forecasting, Six Sigma, Finance, Leadership, Financial Risk, Financial Services, Relationship Management, Sales

Education
Norwich University   2012 — 2014
MSOL, Masters Science Organizational Leadership

Norwich University   2009 — 2011
MBA, Masters Business Administration

Lyndon State College   2001 — 2004
Bachelors, Business Administration

Barbara Kraig Barbara Kraig Cleveland/Akron, Ohio Area Details
Barbara Kraig's A.G. Edwards & Sons, Inc. Experience November 1986 - August 2004
Job Administrative Assistant at Alego Health
Industry Information Technology and Services
Experience
Alego Health  April 2011 - Present
A.G. Edwards & Sons, Inc.   November 1986 - August 2004

Skills
Microsoft Office

Education
Miami University   1982 — 1986
BS, Finance

Bill Trost Bill Trost Greater Philadelphia Area Details
Bill Trost's A.G. Edwards & Sons, Inc. Experience August 1986 - October 1989
Job Financial Consultant at Nationwide
Industry Financial Services
Experience
Nationwide Insurance  February 2014 - Present
Investment Professionals, Inc.   November 2012 - August 2013
M&T Bank  November 2000 - October 2012
Trost Real Estate   October 1990 - November 2000
Mercuri & Associates, Inc.   January 1990 - September 1990
A.G. Edwards & Sons, Inc.   August 1986 - October 1989
Merill Lynch, Pierce, Fenner & Smith, Inc.   September 1983 - August 1986

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Bonds, Stocks, Securities, Annuity Sales, Mutual Funds, Life Insurance

Education
Lehigh University   1978 — 1982
Bachelor of Science (B.S.), Business and Economics

Shonna Nelson Shonna Nelson Washington D.C. Metro Area Details
Shonna Nelson's A.G. Edwards & Sons, Inc. Experience 2005 - 2006
Job Mortgage Loan Officer, HomeFirst Mortgage Corp.
Industry Real Estate
Experience
HomeFirst Mortgage Corp.  February 2014 - Present
Venture Home LLC   2012 - Present
Fit Designs by Shonna   October 2008 - Present
C2 Financial Corporation  January 2013 - February 2014
Orange County Public Schools  July 2006 - May 2007
A.G. Edwards & Sons, Inc.   2005 - 2006
Contract Employment  2004 - 2005
Clayton & McCulloh  2003 - 2004

Skills
Loan Origination, Residential Mortgages, FHA, VA loans, Refinance, First Time Home Buyers, USDA, FHA financing, Investment Properties, Loans, Jumbo Mortgage, 203K, Loan Modifications, Mortgage Brokers, Wholesale Lending, Title & Survey Review, Real Estate Transactions, Commercial Real Estate

Education
Rollins College   2000 — 2001
Industrial and Organizational Psychology

Kennesaw State University   1997 — 1999
Psychology

Spelman College   1995 — 1997
Psychology

Jennifer Zahn Jennifer Zahn Fenton, Missouri Details
Jennifer Zahn's A.G. Edwards & Sons, Inc. Experience September 2005 - 2007
Job Incident Analyst & Service Level Management
Industry Financial Services
Experience
St. Luke's Hospital   August 2014 - Present
Various  June 2009 - Present
Wells Fargo Advisors  2007 - Present
A.G. Edwards & Sons, Inc.   September 2005 - 2007
A.G. Edwards & Sons, Inc.   May 2004 - September 2005

Skills
Ashtanga, Hatha Yoga, Vinyasa, Service Level Management, Incident Reporting, Systems Analysis, Negotiation, Data Analysis, Communication Skills, Public Speaking, Report Writing, Creative Writing, Business Analysis

Education
McKendree University   1997 — 2001
Bachelor of Arts (BA), Speech Communication and Rhetoric

Nancy Biggs Nancy Biggs Mission, Kansas Details
Nancy Biggs's A.G. Edwards & Sons, Inc. Experience 1995 - 1997
Job Accounting at Windtrax, Inc.
Industry Automotive
Experience
Windtrax, Inc.   June 2006 - Present
Bootman Family   April 1956 - Present
American Century Investments  July 1997 - July 2003
A.G. Edwards & Sons, Inc.   1995 - 1997
Estes Park Chamber of Commerce   1993 - 1995

Skills
Microsoft Excel, Customer Service, Team Building, Negotiation, Strategic Planning, Microsoft Word

Education
Kansas State University   2002 — 2004
Master's degree, Personal Financial Planning, Family Studies and Human Services

Kansas State University   1974 — 1980
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences Communication

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