A.G. Edwards & Sons, Inc.

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A.G. Edwards & Sons, Inc. Employees

Employee
Years
Job
Industry
Sheila Jacobs, CFP® Sheila Jacobs, CFP® Greater Philadelphia Area Details
Sheila Jacobs, CFP®'s A.G. Edwards & Sons, Inc. Experience 2007 - 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2013 - Present
Life & Money Consulting, LLC   June 2009 - November 2013
A.G. Edwards & Sons, Inc.   2007 - 2009
Raymond James  January 2004 - June 2007
A.G. Edwards & Sons, Inc.   March 1997 - August 2004

Skills
Asset Allocation, Insurance, 401k Rollovers, Investment Planning, Multi-Generational..., Retirement Plan..., Retirement Planning, Risk Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1984 — 1989
BA, Economics

American College
CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®

Union High School

Teri Lenahan Teri Lenahan Forest Grove, Oregon Details
Teri Lenahan's A.G. Edwards & Sons, Inc. Experience 1999 - 2005
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones  December 2014 - Present
D.A. Davidson Companies   May 2005 - September 2014
A.G. Edwards & Sons, Inc.   1999 - 2005
Ready, Set Go Deschutes County   January 1995 - June 1997
Sopris Laundry   June 1992 - February 1994
Basalt Elementary School   September 1990 - June 1992

Skills
Microsoft Excel, Outlook, Customer Service, Microsoft Office, Administrative..., Microsoft Word, PowerPoint, Office Management, Insurance, Data Entry, Office Administration, Project Planning, Volunteer Training, Leadership, Budgets, Public Speaking, Research, Banking, Administrative..., Employee Training, Training, Process Scheduler, Event Planning, Project Management, Social Media, Time Management

Education
Portland Community College
Associate's Degree, General Studies

Thomas More College
Psychology and Early Childhood Education

University of Cincinnati
Early Childhood Education and Teaching

Jared Poe Jared Poe Los Angeles, California Details
Jared Poe's A.G. Edwards & Sons, Inc. Experience September 2004 - July 2007
Job Finance Manager
Industry Consumer Goods
Experience
Stillhouse   2015 - 2015
Stillhouse   2015 - 2015
Veev Spirits, LLC  September 2012 - November 2014
Donn Mason   March 2010 - August 2012
Morgan Stanley Smith Barney  July 2007 - February 2010
A.G. Edwards & Sons, Inc.   September 2004 - July 2007

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Planners, Accounting, Payroll, QuickBooks, Managerial Finance, Finance, Strategic Financial..., Financial Analysis, Budgets, Investments, 401k, Equities, Asset Allocation, Asset Managment, Forecasting, Corporate Finance, Management, Financial Modeling, Access, Business Development, Asset Management, Financial Reporting, Financial Planning

Education
University of Southern California - Marshall School of Business   2015 — 2018
Master of Business Administration (M.B.A.), Consumer Goods, Venture Capital, Private Equity

Rider University   2000 — 2004
B.A., Finance

Edna Lora Edna Lora Greater Atlanta Area Details
Edna Lora's A.G. Edwards & Sons, Inc. Experience January 1988 - January 1993
Job President and CEO at Pasture Builders
Industry Farming
Experience
Pasture Builders   June 2012 - Present
Edna Lora   September 2008 - June 2012
AT&T  January 2007 - September 2008
BellSouth Technology Group  November 1997 - December 2006
BellSouth Corporation - Customer Intelligence Team   1997 - 2001
BellSouth  July 1996 - November 1997
A.G. Edwards & Sons, Inc.   January 1988 - January 1993

Skills
Telecommunications, Wireless, Vendor Management, Program Management, Integration, Data Center, Sustainable Agriculture, Pasture Management, Soil Microbiology, Soil Fertility, Natural Farming, Equine Land Management, Disaster Recovery, PMO, Professional Services, PMP, Cloud Computing, SDLC, Cross-functional Team..., Team Leadership, Strategic Planning, Management

Education
University of Alaska Anchorage   1977 — 1978

Pensacola State College   1976 — 1977
Business Administration and Management, General

Rodale Institute
The Living Soil Intensive with Elaine Ingham

Edward Gardner Edward Gardner Albany, New York Details
Edward Gardner's A.G. Edwards & Sons, Inc. Experience 1997 - November 2007
Job financial advisor
Industry Financial Services
Experience
Cutter & Company   October 2014 - Present
A.G. Edwards & Sons, Inc.   1997 - November 2007
Gruntal & Co  September 1992 - May 1997
Adler, Coleman & Co   October 1987 - January 1990

Skills
Estate Planning, Series 7, Investments, Wealth Management, Series 63, Alternative Investments, Asset Allocation, Mutual Funds, ETFs, Equities, Investment Strategies, Retirement Planning, Securities, Investment Advisory

Education
Northeastern University   1982 — 1987
BS, Finance

Trinity-Pawling School   1980 — 1982

University of Pennsylvania - The Wharton School
Wealth Management Certification Program

Jacqueline Benjamin Jacqueline Benjamin Las Vegas, Nevada Area Details
Jacqueline Benjamin's A.G. Edwards & Sons, Inc. Experience July 2004 - June 2005
Job at
Industry Financial Services
Experience
The Investment Counsel Company   November 2014 - Present
United Capital Financial Advisers, LLC  February 2014 - November 2014
The Investment Counsel Company of Nevada   May 2008 - February 2014
Raymond James Financial  June 2001 - May 2008
A.G. Edwards & Sons, Inc.   July 2004 - June 2005
Gould & Lamb, LLC   September 2003 - July 2004
Public Financial Management  July 1998 - October 2000

Skills
Wealth Management, Uniform Combined State..., Client Liaison, Portfolio Reporting, Mutual Funds, Portfolio Management

Education
Keiser College   2000 — 2001
A.A., Business Administration

Northeastern University   1994 — 1998

John Mimlitz John Mimlitz Greater St. Louis Area Details
John Mimlitz's A.G. Edwards & Sons, Inc. Experience September 1998 - September 2008
Job Vice President Tax Express Scripts, Inc
Industry Accounting
Experience
Express Scripts  May 2014 - Present
Monsanto  November 2008 - May 2014
A.G. Edwards & Sons, Inc.   September 1998 - September 2008
Deloitte  January 1989 - September 1998

Skills
Tax, Restructuring, SEC filings, Tax Law, Sarbanes-Oxley Act, International Tax, Corporate Finance, Venture Capital, Private Equity, Auditing, M&A experience, IPO, Finance, Research, Agriculture, Internal Audit, Negotiation, Legal Compliance, Risk Management, Analysis

Education
Saint Louis University School of Law   1986 — 1989
JD

Rockhurst University   1979 — 1983
BSBA, Accounting

Vianney High School   1975 — 1979

Sandra Haynes Sandra Haynes Springfield, Missouri Area Details
Sandra Haynes's A.G. Edwards & Sons, Inc. Experience 2006 - 2007
Job Support Services at Hamra Enterprises
Industry Hospitality
Experience
Hamra Enterprises  2014 - Present
City of Des Peres  2008 - 2013
St. Louis Community College  2011 - 2012
A.G. Edwards & Sons, Inc.   2006 - 2007
Southern Illinois University  2006 - 2006
A.G. Edwards & Sons, Inc.   2005 - 2006
Edward Jones  2003 - 2005
Missouri State University  2001 - 2003

Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Teaching, Public Speaking, Budgets, English, Photoshop, Strategic Planning, Human Resources, Access

Education
Missouri State University
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Missouri-Saint Louis
Local Government Management Graduate Certificate, Public Policy Administration

Kenneth Regel Kenneth Regel Greater St. Louis Area Details
Kenneth Regel's A.G. Edwards & Sons, Inc. Experience August 1996 - January 1998
Job Director of Pre Sales Engineering Commercial Central at World Wide Technology
Industry Computer Networking
Experience
World Wide Technology  February 2014 - Present
WWT  January 2006 - February 2014
World Wide Technology  2006 - February 2014
Applied Information Systems  2004 - 2006
A.G. Edwards   2001 - 2003
Cisco  January 1998 - 2001
Cisco Systems  1998 - 2001
A.G. Edwards & Sons, Inc.   August 1996 - January 1998
InterContinental Hotels Group  1992 - 1996

Skills
Virtualization, Cisco Technologies, Cloud Computing, Data Center, Network Architecture, Networking, Unified Communications

Education
Pennsylvania College of Technology

David Sager David Sager Fayetteville, Arkansas Area Details
David Sager's A.G. Edwards & Sons, Inc. Experience November 2006 - November 2007
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2006 - Present
Wachovia Securities, LLC  November 2006 - December 2009
A.G. Edwards & Sons, Inc.   November 2006 - November 2007
Arvest Asset Management  January 2006 - November 2006
Merrill Lynch  January 2005 - January 2006
Farmers Insurance & Financial Services  April 2001 - January 2005

Education
University of Arkansas   1994 — 1999
Bachelor of Science, Business Administration

Ouachita Baptist University   1992 — 1994
Transfer, Business Administration

Berryville High School   1988 — 1992

Ryan Mattson Ryan Mattson Greater Chicago Area Details
Ryan Mattson's A.G. Edwards & Sons, Inc. Experience 2003 - 2004
Job New Account Business Representative at TAM Retail
Industry Computer Software
Experience
TAM Retail   2013 - Present
UniFirst Corporation  2012 - 2012
SimplexGrinnell  2005 - 2011
A.G. Edwards & Sons, Inc.   2003 - 2004
Business Printing Service   2000 - 2002
The Document Station-Xerox   1998 - 1999
Ford Motor Credit Company  1997 - 1998

Skills
Operations Management, Account Management, Sales, Fire Alarm, Team Building, Sales Operations, New Business Development, Cold Calling, Computer Software, Sales Process, Direct Sales, Managed Care, 401k, Customer Service, Pricing, Selling, Contract Negotiation, Salesforce.com, Marketing, Management

Education
University of Nebraska at Omaha   1996 — 2001
Masters, Business Administration

Missouri State University   1991 — 1995
Bachelors, Accounting

Jason Ulrich Jason Ulrich Greater St. Louis Area Details
Jason Ulrich's A.G. Edwards & Sons, Inc. Experience May 1999 - May 2005
Job Assistant Professor at Washington University School of Medicine
Industry Pharmaceuticals
Experience
Washington University School of Medicine  July 2015 - Present
Washington University in St. Louis  January 2015 - June 2015
Washington University School of Medicine  February 2012 - June 2015
University of Iowa Hospitals and Clinics  November 2011 - February 2012
University of Iowa Hospitals and Clinics  May 2005 - November 2011
University of Iowa  January 2009 - March 2011
University of Iowa  March 2007 - March 2009
University of Iowa  August 2007 - December 2007
A.G. Edwards & Sons, Inc.   May 1999 - May 2005

Skills
Cell Culture, Animal Behavior, Cell Biology, Molecular Biology, Molecular Cloning, Confocal Microscopy, Grant Writing, Immunoprecipitation, Immunocytochemistry, Stereotaxic surgery, in Vivo Microdialysis, Pharmacology, Fluorescence Microscopy, PCR, Animal Models, Immunohistochemistry, Assay Development, Flow Cytometry, qPCR

Education
University of Iowa Roy J. and Lucille A. Carver College of Medicine   2005 — 2011
PhD, Pharmacology

Quincy University   2000 — 2004
B.S., Chemistry, Biology

Thia LaMarche Thia LaMarche Portland, Oregon Details
Thia LaMarche's A.G. Edwards & Sons, Inc. Experience June 1998 - December 2007
Job Administrative Assistant to Service Directors at LifeWorks NW
Industry Individual & Family Services
Experience
LifeWorks NW  March 2012 - Present
Central City Concern  December 2011 - April 2012
Mission Chapter Toastmasters   July 2010 - June 2011
Wells Fargo Advisors  January 2008 - June 2011
A.G. Edwards & Sons, Inc.   June 1998 - December 2007
Mt. Hood Community College  September 1996 - May 1998

Skills
Creative Problem Solving, Teaching, Event Planning, Customer Service, Client Relationship..., Public Speaking, Internet Research, Learning, Administrative Support, Office Organization, Listening Skills, Telephone Skills, Writing Skills, General Office Duties, Microsoft Office, Excel, Word, Outlook, Databases, Spanish, Order Entry, Microsoft Word, Microsoft Excel, Time Management, Online Research, Administrative..., Community Outreach, Nonprofits, Social Media, Office Management, Training, Editing, Social Networking, Leadership, Writing

Education
Portland State University   1991 — 1995
B.A., Applied Linguistics, TESOL, Spanish

Benson Polytechnic High School   1982 — 1986
Honors Graduate, Architectural Drafting

Krista Savage Krista Savage Quincy, Illinois Details
Krista Savage's A.G. Edwards & Sons, Inc. Experience August 1999 - September 2007
Job Registered Resident Director's Assistant, Merrill Lynch
Industry Financial Services
Experience
Le-Vel.com  August 2015 - Present
Merrill Lynch  September 2007 - Present
A.G. Edwards & Sons, Inc.   August 1999 - September 2007
Titan International, Inc.   August 1993 - July 1999

Skills
Series 7, Wealth Management, Retirement Planning, Investments, Equities, Securities, Investment Advisory, Cash Management, Series 63, Finance, Mutual Funds

Education
Quincy University   1989 — 1993
Bachelor of Science, Finance

Guy Schoepfer Guy Schoepfer Danbury, Connecticut Details
Guy Schoepfer's A.G. Edwards & Sons, Inc. Experience January 1988 - September 1991
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2009 - Present
Wachovia Securities  September 2004 - May 2009
UBS  May 2001 - September 2004
Merrill Lynch  September 1991 - May 2001
A.G. Edwards & Sons, Inc.   January 1988 - September 1991

Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance

Education
Regis University   2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting

Rochester Institute of Technology   1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist

Jennifer Grode Salcedo Jennifer Grode Salcedo Chicago, Illinois Details
Jennifer Grode Salcedo's A.G. Edwards & Sons, Inc. Experience 1999 - 2001
Job Senior New Accounts Analyst at Straits Financial LLC
Industry Financial Services
Experience
Straits Financial LLC  April 2011 - Present
Cadent Financial Services LLC   2006 - 2009
RJ O'Brien & Associates LLC   2003 - 2006
RJ O'Brien & Associates LLC   2002 - 2003
CME Group  2001 - 2002
A.G. Edwards & Sons, Inc.   1999 - 2001

Skills
Commodity, Derivatives, Electronic Trading, Options, Trading, Alternative Investments, Equities, Financial Markets, Portfolio Management, Trading Systems

Education
Moraine Valley Community College

Nancy Cook Nancy Cook Zephyrhills, Florida Details
Nancy Cook's A.G. Edwards & Sons, Inc. Experience 1986 - 2007
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 1986 - Present
A.G. Edwards & Sons, Inc.   1986 - 2007
E-Systems  1983 - December 1985

Skills
Investments, Retirement Planning, Securities, Investment Strategies, Financial Services, Asset Allocation, Mutual Funds, Wealth Accumulation, Qualified Retirement..., Wealth Preservation..., Multi-generational..., Financial Advisory, Estate Planning Strategy, IRAs, Alternative Investments, Retirement, Finance, 401k, Investment Planning, Concentrated Equity..., Estate Investment..., Fixed Income Strategies, Multigenerational..., Risk Management, Bonds, Annuities, Strategic Planning, Tax-Efficient Strategies

Education
Pasco-Hernando State College

Zephyrhills High School

Phillip Knight, CFP® Phillip Knight, CFP® Greater Atlanta Area Details
Phillip Knight, CFP®'s A.G. Edwards & Sons, Inc. Experience June 2001 - October 2002
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  May 2014 - Present
ING  October 2013 - April 2014
Bluerock Capital Markets   February 2013 - June 2013
Hines Securities, Inc.   August 2011 - November 2012
Griffin Capital  November 2009 - July 2011
Inland Real Estate  June 2008 - July 2009
Wells Real Estate Funds  November 2002 - May 2008
A.G. Edwards & Sons, Inc.   June 2001 - October 2002

Education
University of Georgia - Terry College of Business   1996 — 2000
BBA, International Business; concentration: Finance; language; Japanese

Oglethorpe University   2005 — 2006
CFP®, CERTIFIED FINANCIAL PLANNER

SpeakEasy   2002 — 2002
Public Speaking

Cindy Sirico Cindy Sirico Cheshire, Connecticut Details
Cindy Sirico's A.G. Edwards & Sons, Inc. Experience January 1981 - December 1983
Job Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management  December 2014 - Present
Christie Coghlan Investment Management, LLC   August 2011 - April 2014
Merrill Lynch  September 2008 - August 2011
Financial Strategies Group  November 2005 - September 2008
TD Print Productions   January 1997 - December 1999
Shearson Lehman Brothers  January 1983 - December 1986
A.G. Edwards & Sons, Inc.   January 1981 - December 1983

Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities

Education
Quinnipiac University   1999 — 2003
Bachelor's degree, Management, 3.4 GPA

David Veca David Veca Greater New York City Area Details
David Veca's A.G. Edwards & Sons, Inc. Experience January 2008 - August 2008
Job Sales and Process Transformation at Veckridge Chemical
Industry Chemicals
Experience
Veckridge Chemical   January 2013 - Present
American Express  December 2012 - January 2013
American Express  September 2010 - December 2012
NYSE  June 2009 - August 2009
The Senate Small Business and Entrepreneurship Committee   September 2008 - December 2008
A.G. Edwards & Sons, Inc.   January 2008 - August 2008

Skills
Financial Analysis, Leadership, Investments, Auditing, Entrepreneurship, Team Building, Excel Dashboards, Excel Pivot, VBA, Microsoft Excel, MS Excel Pivot Tables, Sales Management, Sales, Presentation Coaching, Written & Oral..., CSS, HTML

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2013 — 2016
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations

The Catholic University of America   2006 — 2010
B.S.B.A, Finance

Dennis P. McGuire Sr. Dennis P. McGuire Sr. Charlestown, Rhode Island Details
Dennis P. McGuire Sr.'s A.G. Edwards & Sons, Inc. Experience 1989 - 2007
Job Senior Vice President at McGuire Investment Group
Industry Investment Management
Experience
McGuire Investment Group, LLC   October 2009 - Present
A.G. Edwards & Sons, Inc.   1989 - 2007
Drexel Burnham Lambert Inc.  June 1981 - May 1989

Skills
Retirement Planning, Investment Strategies, Investments, Retirement, Financial Advisory, Stock Analysis, Investment Planning, Estate Investment...

Education
Providence College

Kent Swagler CCEP Kent Swagler CCEP Greater St. Louis Area Details
Kent Swagler CCEP's A.G. Edwards & Sons, Inc. Experience December 1999 - February 2001
Job Director Corporate Compliance & Ethics, Metro
Industry Transportation/Trucking/Railroad
Experience
BiState Development Agency/Metro (BSDA/Metro)   July 2011 - Present
Bistate Development Agency   September 2003 - June 2011
Peabody Energy  July 2002 - September 2003
Peabody Energy  February 2001 - July 2002
A.G. Edwards & Sons, Inc.   December 1999 - February 2001
Cap Gemini  1998 - 1999

Skills
Quality Assurance, Testing, SDLC, Process Improvement, Change Management, Software Quality..., Corporate Compliance, Strategic Planning, Risk Management, Program Management, Team Leadership, Business Analysis, Analysis, Customer Service, Auditing, Data Analysis, Problem Solving, Excel, Microsoft Office, Word, Mentoring, Planning, Customer Relations, Outlook, Budgeting, PowerPoint, MS Project, Visio, Administration, Windows, SOX, System Administration, Team Building, SharePoint, Project Planning, Software Documentation, Budgets, Microsoft Word

Education
Western New England University   1988 — 1989
MS, Engineering Management

Rensselaer Polytechnic Institute   1978 — 1982
BS, Computer and Systems Engineering

Elizabeth Gunnip Elizabeth Gunnip Syracuse, New York Area Details
Elizabeth Gunnip's A.G. Edwards & Sons, Inc. Experience 1994 - 2008
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  January 2008 - Present
A.G. Edwards & Sons, Inc.   1994 - 2008
Morgan Stanley Wealth Management  1992 - 1995

Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Financial Planning, Series 63, Asset Allocation, Customer Service

Education
Onondaga Community College   1989 — 1991

Westhill Syracuse, NY   1984 — 1988

Don Huneycutt Don Huneycutt Asheville, North Carolina Area Details
Don Huneycutt's A.G. Edwards & Sons, Inc. Experience January 2003 - June 2005
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2011 - Present
Merrill Lynch  June 2005 - November 2011
A.G. Edwards & Sons, Inc.   January 2003 - June 2005
Eaton Corporation  2000 - 2002
Blue Ridge Metals Corporation a.k.a.Central Yoshida Corporation   January 1996 - December 2000
GE Lighting Systems, Inc.   March 1988 - January 1996
Ingersoll Rand  May 1985 - March 1988

Education
North Carolina State University   1982 — 1985
Bachelor of Science (BS), Mechanical Engineering

Sophie Beckmann Sophie Beckmann Greater St. Louis Area Details
Sophie Beckmann's A.G. Edwards & Sons, Inc. Experience 2000 - 2007
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  December 2013 - Present
Becker and Rosen CPAs LLC   December 2012 - December 2013
Self-Employed Freelance Technical Writer  July 2012 - December 2013
AXIUS Financial  July 2012 - October 2012
Moneta Group  June 2011 - November 2011
Edward Jones  December 2007 - May 2011
A.G. Edwards & Sons, Inc.   2000 - 2007
A.G. Edwards & Sons, Inc.   2000 - 2007
MPP&W, P.C.   1998 - 2000

Skills
CPA, Certified Financial..., Series 7, Series 66, Personal Financial..., Retirement Planning, Estate Planning, Personal Tax Planning, Wealth Management, Personal Finance Writing, Asset Allocation, Investments, Uniform Combined State..., Personal Finance, Strategic Financial..., Financial Advisory, Series 63, Finance, Tax, High Net Worth..., Financial Analysis, Equities, Mutual Funds, Financial Planning

Education
Quincy University
Bachelor of Science, Accounting

Incarnate Word Academy

St. Roch

Charles Fishman, CFA Charles Fishman, CFA Greater St. Louis Area Details
Charles Fishman, CFA's A.G. Edwards & Sons, Inc. Experience 1998 - 2007
Job Equity Analyst at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc.   February 2012 - Present
Webster University  January 2012 - Present
Pritchard Capital Partners  January 2010 - March 2011
Piper Jaffray  December 2007 - September 2008
A.G. Edwards & Sons, Inc.   1998 - 2007
Trigen Energy Corporation  1996 - 1997
Trigen Energy Corp. (acquired Catalyst Thermal Energy in 1993)   1993 - 1995
Catalyst Thermal Energy Corp and United Thermal Corp.   1988 - 1993
Catalyst Thermal Energy Corp.   1985 - 1988

Education
University of Chicago
MBA, Finance and Accounting

University of California, Berkeley
MS, Geotechnical Engineering

Purdue University
BSCE, Civil Engineering

Ann Foster Sparks, AAMS® Ann Foster Sparks, AAMS® Greater Denver Area Details
Ann Foster Sparks, AAMS®'s A.G. Edwards & Sons, Inc. Experience January 1989 - January 2008
Job Senior Vice President – Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2008 - Present
A.G. Edwards & Sons, Inc.   January 1989 - January 2008
Smith Barney Harris Upham  April 1984 - January 1989

Skills
Investments, 401k, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Asset Allocation, Financial Advisory, Bonds, Busines Owner Planning, Concentrated Stock..., Estate Investment..., Fixed Income Strategies, Insurance

Education
Oregon State University   1975 — 1978
Business Administration

The Colorado College   1973 — 1975
Business Administration

William R. Forbes III William R. Forbes III Tucson, Arizona Details
William R. Forbes III's A.G. Edwards & Sons, Inc. Experience October 2001 - January 2008
Job Financial Advisor, Associate Vice President Invesment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors  May 2009 - Present
A.G. Edwards & Sons, Inc.   October 2001 - January 2008
Piper Jaffray  September 1993 - October 2001

Skills
Investments, Retirement, IRAs, 401k Rollovers, Mutual Funds, Asset Allocation, Fixed Annuities, Stocks, Bonds, High Net Worth...

Education
Montana State University-Bozeman   1987 — 1989
Bachelor of Science (B.S.), Agribusiness Management, Minor Economics

Northwest College   1986 — 1987
Prequisite, Business Administration and Management, Economics

Central Arizona College   1985 — 1986
Prerequisite, Business, Biology

Amphitheater High School   1979 — 1981

Alden Weatherbie Alden Weatherbie Washington D.C. Metro Area Details
Alden Weatherbie's A.G. Edwards & Sons, Inc. Experience April 1986 - March 1987
Job Photographer and Web Designer
Industry Internet
Experience
Ditchbank Fine Art Photo   January 1999 - Present
Thunder Eagle, Inc.   June 2008 - December 2013
Epiphany United Methodist Church   October 2001 - June 2007
Sumner Regional Health Systems  March 1999 - August 2000
Duro-Test Lighting   April 1992 - September 1994
KJNE Radio   June 1989 - April 1992
A.G. Edwards & Sons, Inc.   April 1986 - March 1987
KNFO FM   1983 - 1986
KRZI   1981 - 1983
KEAN FM   1980 - 1981

Skills
Sales, Web Design, Marketing, Photography, Technical Writing, Social Media, Customer Service, Email Marketing, Microsoft Office, Public Speaking, Public Relations, Team Building, Proposal Writing, Project Management, Management, Training, Networking, Microsoft Word, Event Planning

Education
Ottawa University   1972 — 1976
Bachelor of Arts, Processes and Effects of Mass Media

Kearns High School   1968 — 1972

Yoshi Beal Yoshi Beal Houston, Texas Area Details
Yoshi Beal's A.G. Edwards & Sons, Inc. Experience February 1999 - May 1999
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Keane  July 1999 - April 2002
A.G. Edwards & Sons, Inc.   February 1999 - May 1999
Compaq  February 1996 - September 1997
MD Anderson Cancer Center  February 1992 - February 1996

Skills
Software Documentation, Technical Writing, Online Help, Visio, Manuals, Editing, Technical Documentation, SharePoint, FrameMaker, Technical Communication, RoboHelp, SnagIt, Web Content, Content Management, Proofreading, Content Writing, Technical Editing, Grammar, Content Development, Freelance Writing, White Papers, Non-fiction, Creative Non-fiction, Ghostwriting, Short Stories, Book Reviews

Education
Rice University   1987 — 1991
BA, Sociology

Garth Scrivner Garth Scrivner Albuquerque, New Mexico Area Details
Garth Scrivner's A.G. Edwards & Sons, Inc. Experience January 2001 - December 2003
Job Senior Wealth Adviser at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  May 2015 - Present
StanCorp Investment Advisers  May 2008 - May 2015
Scrivner Financial Services, LLC   December 2003 - May 2008
Meyners & Company, LLC   December 2003 - December 2006
A.G. Edwards & Sons, Inc.   January 2001 - December 2003
Arthur Andersen  1998 - 2001

Skills
Financial Planning, Estate Tax Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Estate Planning

Education
Spanish Immersion Program   2000 — 2001
Spanish Language

New Mexico State University   1994 — 1998
BA, Accountancy

Sandia High   1990 — 1994
Undergraduate, General Studies

Sandia High
Undergraduate

Sheryl Deffenbaugh Sheryl Deffenbaugh Cornelius, North Carolina Details
Sheryl Deffenbaugh's A.G. Edwards & Sons, Inc. Experience August 1997 - January 2001
Job Executive Administrative Assistant at Wells Fargo Business Banking
Industry Banking
Experience
Wells Fargo Business Banking  September 2012 - Present
Childress Klein YMCA   May 2005 - Present
Wells Fargo  December 2004 - September 2012
A.G. Edwards & Sons, Inc.   August 1997 - January 2001

Skills
Office Management, Microsoft Excel, Administrative..., Outlook, Data Entry, Spreadsheets, PowerPoint, Office Administration, Microsoft Word, Customer Service, Lotus Notes, Time Management, Microsoft Office, Telephone Skills, Invoicing

Education
Pensacola Christian College
Associate's Degree in Business Administration

Slaven Cica Slaven Cica Greater St. Louis Area Details
Slaven Cica's A.G. Edwards & Sons, Inc. Experience 2009 - 2011
Job Software Deployment Analyst at Monsanto Company
Industry Internet
Experience
Monsanto Company  June 2014 - Present
Monsanto  June 2013 - June 2014
Major Brands  July 2011 - June 2013
A.G. Edwards & Sons, Inc.   2009 - 2011

Skills
Troubleshooting, Windows Server, XP, Windows 7, Citrix, Microsoft Exchange, Active Directory, Blackberry Enterprise..., Software Deployment, Altiris Deployment..., Cisco Wireless, Ghost Imaging, Computer Repair, Symantec Backup, Windows XP, Servers, Group Policy, Help Desk Support, Disaster Recovery, Process Improvement

Education
Ranken Technical College

Theodore (Ted) Caldwell Theodore (Ted) Caldwell Orange County, California Area Details
Theodore (Ted) Caldwell's A.G. Edwards & Sons, Inc. Experience 1988 - 1992
Job Educator, Inventor, Entrepreneur
Industry Nanotechnology
Experience
Grip&Rip Technology Inc   April 2005 - Present
California State University, Fullerton  September 1993 - August 2004
A.G. Edwards & Sons, Inc.   1988 - 1992
Smith Barney  1986 - 1988
Self, Real Estate Development   1979 - 1983
Occidental College  1977 - 1979
University of Southern Calfornia   September 1975 - August 1977

Skills
Entrepreneurship, Strategic Planning, Healthcare, Marketing Strategy, Marketing, Higher Education, Risk Assessment, Industrial Safety, Ergonomics, Business Development, Product Development

Education
Northwestern University   1969 — 1974
Ph.D., Economics

SF State University   1966 — 1968
Master's degree, International Business

UC Berkeley   1965 — 1967
Bachelor's degree, Political Science and Government

Scott J. Marn CFP, AAMS Scott J. Marn CFP, AAMS Cleveland/Akron, Ohio Area Details
Scott J. Marn CFP, AAMS's A.G. Edwards & Sons, Inc. Experience June 1996 - June 2007
Job Vice President Investments
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2011 - Present
Wachovia Securities/Wells Fargo Advisors  June 2007 - January 2011
A.G. Edwards & Sons, Inc.   June 1996 - June 2007

Skills
Estate Planning, Project Planning, Financial Services, Series 7, Retirement Planning, Retirement, Long-term Care, Insurance, Investments, Strategic Financial..., Mutual Funds

Education
Ohio University   1987 — 1991
Business Administration, Business Pre-Law/Finance

Willoughby South High   1985 — 1987

Chad D. Meisner, CFP® Chad D. Meisner, CFP® Greater Atlanta Area Details
Chad D. Meisner, CFP®'s A.G. Edwards & Sons, Inc. Experience January 1996 - January 2005
Job Financial Advisor | Associate Vice President | CERTIFIED FINANCIAL PLANNER(TM) |
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Smith Barney  January 2005 - April 2009
A.G. Edwards & Sons, Inc.   January 1996 - January 2005

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Finance, Estate Planning, Financial Services, Retirement, Tax, Series 7, Mutual Funds, Asset Allocation, Investment Advisory

Education
Roger Williams University   1990 — 1994
Bachelor of Science, Business Administration

Minnechaug Regional High School   1986 — 1990

Ingrid Dunn Ingrid Dunn Eugene, Oregon Area Details
Ingrid Dunn's A.G. Edwards & Sons, Inc. Experience 2006 - 2007
Job Associate Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   July 2011 - Present
D.A. Davidson & Co.   December 2009 - July 2011
Wachovia, A Wells Fargo Company  2007 - 2009
A.G. Edwards & Sons, Inc.   2006 - 2007

Skills
Series 7

Education
Oregon State University   2000 — 2005
B.S. Business Administration (Accounting & International Business), B.S. Speech Communication

Glide High School

Angel Lupercio Angel Lupercio Kansas City, Missouri Area Details
Angel Lupercio's A.G. Edwards & Sons, Inc. Experience 2005 - 2007
Job Coportfolio Manager and Investment Analyst at Scout Investments
Industry Investment Management
Experience
Scout Investments  November 2007 - Present
A.G. Edwards & Sons, Inc.   2005 - 2007
Bear, Stearns & Co., Inc.   2002 - 2005
The Hartford Financial Services Group  2001 - 2001
IBM Global Services - Federal Division   1996 - 2000

Skills
Alternative Investments, Portfolio Management, Asset Managment, Investments, Equities, Hedge Funds, Investment Strategies, Bloomberg, Securities, Investment Management, Asset Allocation, Equity Research, Investment Advisory, Mutual Funds, Equity Valuation, Series 63, Fixed Income, Valuation, Wealth Management, Series 7, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Emerging Markets, Financial Services, Finance, Risk Management

Education
Washington University in St. Louis - Olin Business School   2001 — 2002
Master of Business Administration (MBA), Finance

Rockhurst University   1994 — 1998
BSBA, Finance and Economics

Jeffrey Carty Jeffrey Carty Salyersville, Kentucky Details
Jeffrey Carty's A.G. Edwards & Sons, Inc. Experience April 1999 - February 2000
Job
Industry
Experience
Hilliard Lyons  May 2000 - March 2004
A.G. Edwards & Sons, Inc.   April 1999 - February 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Sales, Finance, Financial Analysis, Insurance, Outlook, Budgets, Financial Modeling, Analysis, Investments, Strategic Planning, Accounting

Education
Morehead State University   1989 — 1994
Bachelor of Arts (B.A.), Political Science and Government

Forth Hoyt CRS Keller Williams Folsom Forth Hoyt CRS Keller Williams Folsom Sacramento, California Area Details
Forth Hoyt CRS Keller Williams Folsom's A.G. Edwards & Sons, Inc. Experience November 2000 - April 2001
Job Team Leader at The Hoyt Group Keller Willaims Realty
Industry Real Estate
Experience
Keller Williams Realty  2005 - Present
Keller Williams Realty, Folsom  September 2001 - Present
Re/Max Gold  June 2002 - December 2004
A.G. Edwards & Sons, Inc.   November 2000 - April 2001

Skills
CDPE, Real Estate, Single Family Homes, Sellers, e-PRO, Senior Real Estate, Short Sales, Investment Properties, Home, Property Management, Foreclosures, Asset Managment, Luxury, REO, First Time Home Buyers, FHA, Seniors, Listings, Insurance, Council of Residential..., Selling, Negotiation, Buyers, Investors, New Home Sales, Buyer Representation, Resellers, Residential Homes, Real Estate Transactions, Referrals, Relocation, Small Business, Property, Mortgage Lending, Condos, Commercial Real Estate, Marketing, Agents, Real Estate Financing, Brokerage, Refinance, Real Estate Economics, Loss Mitigation, HUD, Team Leadership, Existing Home Sales, Sales

Education
Burns Union High   1980 — 1988
High School Diploma!

Northwest College   1970 — 1985
Ag- Business/ Rodeo

Lynn Schmidt, PMP Lynn Schmidt, PMP Greater St. Louis Area Details
Lynn Schmidt, PMP's A.G. Edwards & Sons, Inc. Experience March 2004 - June 2008
Job Senior Vice President/Manager Project Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  September 2014 - Present
Wells Fargo Advisors  January 2012 - September 2014
Wells Fargo Advisors, LLC  January 2009 - December 2011
Wachovia Securities  August 2008 - January 2009
A.G. Edwards & Sons, Inc.   March 2004 - June 2008
A.G. Edwards   March 1999 - February 2004
AG Edwards  June 1997 - March 1999

Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy

Education
Quincy University   1984 — 1987
B.S., Computer Science

Christina Kollmeyer Christina Kollmeyer Greater Denver Area Details
Christina Kollmeyer's A.G. Edwards & Sons, Inc. Experience October 2003 - November 2004
Job Implementation Leader at Beck Ag., Inc.
Industry Marketing and Advertising
Experience
Beck Ag, Inc.   September 2011 - Present
U.S. Soybean Export Council   August 2008 - September 2011
U.S. Soybean Export Council   December 2007 - August 2008
U.S. Soybean Export Council   November 2004 - December 2007
A.G. Edwards & Sons, Inc.   October 2003 - November 2004
Audubon Area Community Services, Inc.   May 2002 - October 2003

Skills
Management, Logistics, Strategic Planning, Accounts Payable, Agriculture, Project Planning, Marketing Communications, Project Management, Marketing, Agribusiness, Newsletters, Proposal Writing, Marketing Strategy, Event Planning, Market Research, Training, Strategy, Public Relations, Business Strategy, Budgets, Business Development, Product Development

Education
Webster University   2006 — 2009
Master of Arts, Marketing

Murray State University   1998 — 2002
Bachelor of Science in Agriculture, Agri-Business

Barbara Larisch Nadel Barbara Larisch Nadel Greater New York City Area Details
Barbara Larisch Nadel's A.G. Edwards & Sons, Inc. Experience October 1990 - August 1995
Job Controller/HR Manager at Beachhead Capital Management, LLC
Industry Professional Training & Coaching
Experience
Beachhead Capital Management, LLC   November 2012 - Present
Integral Leadership Review   June 2011 - Present
Belenos Capital Management   August 2011 - October 2012
Evergreen Investment Partners, LLC   August 2001 - July 2011
Tethys Technology  July 2010 - January 2011
Professo, LLC   October 1998 - July 2001
Morgan Stanley  September 1995 - September 1998
A.G. Edwards & Sons, Inc.   October 1990 - August 1995
Josephthal & Co., Inc.   February 1989 - October 1990

Skills
Executive Coaching, Change Management

Education
New York University - Polytechnic School of Engineering   2007 — 2010
MS, Organizational Behavior

University at Albany, SUNY   1985 — 1988
BA, Sociology, Psychology

Jonathan Althans Jonathan Althans Portland, Oregon Area Details
Jonathan Althans's A.G. Edwards & Sons, Inc. Experience January 2001 - December 2001
Job General Purchasing Agent at Daimler Trucks North America
Industry Automotive
Experience
Daimler Trucks North America  August 2007 - Present
Daimler Trucks North America  January 2007 - August 2007
Daimler Trucks North America  May 2006 - January 2007
Daimler Trucks North America  May 2005 - May 2006
Daimler Trucks North America  September 2004 - May 2005
Daimler Trucks North America  February 2003 - August 2004
Daimler Trucks North America  September 2002 - December 2002
Youth Day Camp, Vancouver-Clark Parks and Recreation   June 2002 - August 2002
Leelanau Outdoor Center  April 2002 - June 2002
A.G. Edwards & Sons, Inc.   January 2001 - December 2001

Skills
Automotive, Purchasing, Lean Manufacturing, Logistics, Management, Program Management, Inventory Management, Product Development, Supplier Evaluation, Negotiation, Strategic Sourcing, Microsoft Excel, Manufacturing, Leadership, Continuous Improvement

Education
Principia College   1996 — 2000
BS, Physics

Marlise Davis Marlise Davis Greater New York City Area Details
Marlise Davis's A.G. Edwards & Sons, Inc. Experience 2001 - 2003
Job Financial Analyst l NonProfit Development Professional
Industry Financial Services
Experience
Citigroup  2004 - 2008
A.G. Edwards & Sons, Inc.   2001 - 2003
CIBC World Markets  1997 - 2000
Deutsche Bank Securities  1996 - 1997
Simon and Schuster  1992 - 1994
IBM  1990 - 1992

Education
New York University
Certificate, Fundraising and Development

New York University - Leonard N. Stern School of Business
MBA, Finance and International Business

Rotterdam School of Management, Erasmus University
Semester Abroad, International Business

The University of Texas at Austin
BS, Design and Architecture

Daryl Kersting, Certified Wealth Strategist Daryl Kersting, Certified Wealth Strategist Greater St. Louis Area Details
Daryl Kersting, Certified Wealth Strategist's A.G. Edwards & Sons, Inc. Experience September 2000 - September 2004
Job Private Wealth Sales Manager
Industry Banking
Experience
Regions Financial Corporation  July 2013 - Present
Heartland Bank and Heartland Bank Financial Security Group   June 2009 - July 2013
Bank of America  September 2004 - June 2009
Living Lord Lutheran Church  2003 - 2007
A.G. Edwards & Sons, Inc.   September 2000 - September 2004

Skills
Wealth Management, Wealth, Estate Planning, Strategic Financial..., Asset Allocation, Finance, Banking, Mortgage Lending, High Net Worth..., Life Insurance, Loans, Securities, Credit, Portfolio Management, Commercial Lending, Investments, Private Banking, Financial Planning

Education
Rockhurst University   1990 — 1994
BA, Psychology and Business

Wentzville High School

Bob Kober Bob Kober Greensboro/Winston-Salem, North Carolina Area Details
Bob Kober's A.G. Edwards & Sons, Inc. Experience June 1984 - June 1988
Job Owner Coach at The Entrepreneur's Source
Industry Professional Training & Coaching
Experience
TES the #1 way to find a business to own   February 2009 - Present
Bizlife Magazine   December 1989 - November 2008
The C12 Group  2003 - 2007
A.G. Edwards & Sons, Inc.   June 1984 - June 1988
First of America Bank  December 1972 - June 1981

Skills
Lecturing, Entrepreneur, Small Business, Cold Calling, Entrepreneurship, Couples, Moderating, Family Therapy, Sales, B2B, Online Moderation, Executive Coaching, Public Speaking, Management, Marketing Communications, Business Strategy, Coaching, Marketing, Strategic Planning, Investments, Leadership, Business Planning, Business Development, Customer Service, Online Marketing, Franchising, Team Building, Leadership Development, Operations Management, Budgets, Sales Process, Business, Personal Development, Career Counseling, Social Media Marketing, Training, Business Coaching, Strategy, Management Consulting

Education
Springfield College   1970 — 1972
BS, Life Science

Oklahoma State University   1967 — 1969
Architecture

Darrin Mackey Darrin Mackey Marshfield, Missouri Details
Darrin Mackey's A.G. Edwards & Sons, Inc. Experience June 1989 - June 1997
Job Experienced Professional in Account Management, Technical Support and Customer Service
Industry Information Technology and Services
Experience
JPMorgan Chase  October 2008 - Present
Financial Systems & Equipment, Inc.   June 1997 - October 2008
A.G. Edwards & Sons, Inc.   June 1989 - June 1997

Skills
Financial Analysis, Portfolio Management, Finance, Financial Services, Investments

Education
Missouri State University   1983 — 1988
Bachelor of Science (BS), Finance, General

Zulfi Kureshi Zulfi Kureshi Austin, Texas Area Details
Zulfi Kureshi's A.G. Edwards & Sons, Inc. Experience June 1996 - June 1999
Job Investing and Entrepreneurship
Industry Financial Services
Experience
USAA  August 2012 - Present
USAA  January 2011 - July 2012
Boxley Group, LLC  April 2010 - December 2010
Deloitte Consulting  September 2007 - March 2010
Deloitte Consulting  September 2004 - September 2007
Deloitte Consulting  September 2001 - September 2004
Banc of America Securities  June 2000 - September 2000
A.G. Edwards & Sons, Inc.   June 1996 - June 1999

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Entrepreneurship, Strategy, Marketing, and Finance

Ohio Wesleyan University   1992 — 1996
BA, Cum Laude, Economics Management, Computer Science, Accounting, Mathematics

Aitchison College   1979 — 1991
High School

Austin Energy Green Building Seminar
Green by Design Certificate, May 2009

The University of Texas at Austin
Energy Technology & Policy Certificate, Cockrell School of Engineering, Jan 2010

Bruce Kusmin Bruce Kusmin Leawood, Kansas Details
Bruce Kusmin's A.G. Edwards & Sons, Inc. Experience September 1990 - May 2006
Job Co Founder at Mariner Wealth Advisors LLC
Industry Financial Services
Experience
Mariner Wealth Advisors LLC   May 2006 - Present
A.G. Edwards & Sons, Inc.   September 1990 - May 2006
Smith Barney  1985 - September 1990

Skills
Investments, Leadership, Strategic Planning, Management, Mergers & Acquisitions, Start-ups, Entrepreneurship, Sales, Contract Negotiation, Marketing, Charitable Giving, Charitable Trusts, Wealth Management..., Wealth Management, Financial Advisory, Independent Financial..., Sales Management, Sales Process, Investment Advisory..., Investment Strategies

Education
Missouri State University   1977 — 1981
Bachelor of Science (BS)

University of Missouri-Kansas City

Victor Philleo, CFP® Victor Philleo, CFP® Norfolk, Virginia Area Details
Victor Philleo, CFP®'s A.G. Edwards & Sons, Inc. Experience March 1995 - September 2007
Job Senior Vice President Investments at Waterfront Advisory Group of Raymond James & Associates
Industry Financial Services
Experience
Philleo & Holladay Wealth Management Group of Wells Fargo Advisors, LLC   August 2011 - September 2015
Wells Fargo Advisors  October 2007 - August 2011
A.G. Edwards & Sons, Inc.   March 1995 - September 2007
United States Navy  August 1987 - September 1994
Attack Squadron 65 US Navy   1990 - 1993

Skills
Securities, Finance, Wealth Accumulation, Financial Advisory, High Net Worth..., Fixed Income, ETFs, Team Building, Navy, Investments, Retirement, Customer Service, Hedge Funds, Equities, Fixed Annuities, Strategic Investment..., Estate Planning..., Estate Planning, Program Management, Wealth, Leadership

Education
Pomona College   1981 — 1985
BA, Physics & Astrophysics

Adam Suberi Adam Suberi Saint Louis, Missouri Details
Adam Suberi's A.G. Edwards & Sons, Inc. Experience July 2007 - December 2007
Job Senior Vice President at Advantage Capital Partners
Industry Venture Capital & Private Equity
Experience
Advantage Capital Partners  January 2008 - Present
A.G. Edwards & Sons, Inc.   July 2007 - December 2007
Mindseye Group   June 2006 - May 2007
Fitch Ratings  July 2001 - September 2004

Skills
Private Equity, Financial Analysis, Financial Modeling, Project Management, New Markets Tax Credits, Business Analysis, Business Strategy, Underwriting, Venture Capital

Education
Washington University in St. Louis - Olin Business School   2005 — 2007
Master of Business Administration (M.B.A.), Finance

Northwestern University   1997 — 2001
Bachelor of Arts (B.A.), Economics, Business Institutions

Julie Tannehill Julie Tannehill St. Joseph, Missouri Area Details
Julie Tannehill's A.G. Edwards & Sons, Inc. Experience May 2004 - December 2005
Job Paralegal at Ritchie & Soper, P.C.
Industry Law Practice
Experience
Ritchie & Soper, P.C. (formerly Law Office of Craig D. Ritchie, P.C. below)   May 2006 - Present
City of St. Joseph - City Attorney's/Legal Department   January 2005 - April 2006
A.G. Edwards & Sons, Inc.   May 2004 - December 2005
Law Office of Craig D. Ritchie, P.C.   November 2002 - April 2004
Watkins, Boulware, Lucas, Minor, Murphy & Taylor   May 1996 - October 2003

Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Negotiation, Editing, Trials, Pleadings, Litigation

Education
Missouri Western State University   1992 — 1996
A.S. and B.S., Legal Assistant/Paralegal & Criminal Justice, Graduated with 4.0 in my field of study & top honors from my department.

Brian Lopez Brian Lopez New York, New York Details
Brian Lopez's A.G. Edwards & Sons, Inc. Experience March 2004 - August 2007
Job Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A.   December 2008 - Present
Merrill Lynch  August 2007 - December 2008
A.G. Edwards & Sons, Inc.   March 2004 - August 2007
Morgan Stanley  May 2001 - August 2003

Education
Montclair State University   1998 — 2001
B.A., Economics

Bloomfield High School   1992 — 1996

Greg Luz Greg Luz Huntington Beach, California Details
Greg Luz's A.G. Edwards & Sons, Inc. Experience June 2003 - June 2004
Job Sr. Financial Analyst at Nitro Circus
Industry Entertainment
Experience
Nitro Circus  March 2015 - Present
Nike  January 2014 - March 2015
Wolters Kluwer Financial Services  October 2010 - December 2013
Fidelity Investments  December 2008 - July 2010
JP Morgan Chase  August 2008 - September 2008
Wellington Management Company, LLP  May 2008 - August 2008
Robeco  April 2008 - May 2008
PTG Capital  December 2005 - February 2008
A.G. Edwards & Sons, Inc.   June 2003 - June 2004
American Academy of Arts & Sciences  June 2002 - January 2003

Skills
Equities, Accounting, Customer Service, Finance, Marketing, Consulting, Financial Planners, Research, Management, Auditing, Business Analysis, Financial Analysis, Mutual Funds, Corporate Finance, CRM, Fixed Income, Sales, Trading, Account Reconciliation, Microsoft Office

Education
Northeastern University   2000 — 2005
Bachelor's degree, Finance

HS

Sean Green, JD, CFP® Sean Green, JD, CFP® Lubbock, Texas Area Details
Sean Green, JD, CFP®'s A.G. Edwards & Sons, Inc. Experience February 2005 - June 2007
Job Experienced Estate Planning Attorney, Personal Injury Lawyer, and Owner of Green Law, PLLC
Industry Law Practice
Experience
Green Law, PLLC   December 2011 - Present
Law Offices of Anita Sanders   May 2009 - October 2011
A Wise Attorney - Jeff Wise   May 2009 - October 2011
Desirable Properties, Inc.   September 2007 - June 2008
A.G. Edwards & Sons, Inc.   February 2005 - June 2007
Alliance Financial Services  2003 - 2004

Skills
Estate Planning, Wills, Trusts, Powers of Attorney, Retirement Planning, Investment Advisory, Probate, Financial Planning, Veterans Benefits, Medicaid, Strategic Financial..., Civil Litigation, Wealth, Insurance, Appeals, Financial Analysis, Fixed Annuities, Retirement, Litigation, Risk Management, Estate Tax Planning, Small Business, Employment Law, Commercial Litigation, Courts, Investments, Family Law, Criminal Law, Legal Research, Legal Writing, Investment Strategies, Legal Issues, Bankruptcy, Finance, Mediation, Product Liability, Attorneys, Westlaw, Due Diligence, Trials, Business Litigation, Microsoft Office, Personal Injury, Customer Service

Education
Oklahoma City University School of Law   2008 — 2011
J.D., Law

Texas Tech University   2003 — 2004
Master of Science, Personal Financial Planning

Texas Tech University   2001 — 2003
Bachelor, Business Administration; Finance

R Chris O'Sullivan R Chris O'Sullivan Reno, Nevada Details
R Chris O'Sullivan's A.G. Edwards & Sons, Inc. Experience August 2000 - May 2006
Job
Industry Marketing and Advertising
Experience
Best Version Media  August 2014 - Present
GNP Products, LLC   January 2011 - Present
inqiri   February 2014 - May 2014
MarkUBiz Online Marketing   April 2013 - February 2014
O'Sullivan Financial Advisors   May 2006 - May 2011
A.G. Edwards & Sons, Inc.   August 2000 - May 2006
Citadel Broadcasting  1997 - 1999
Jo To Go   1994 - 1997
The Coffee Club Too   1990 - 1994
Chili's  1988 - 1990

Skills
Entrepreneurship, Series 7, Sales, Sales Management, Outside Sales, New Business Development, Investments, Trade Shows, Sales Presentations, Integrated Marketing, Marketing Automation, Cross Media Marketing, SEO, Online Marketing, Marketing, Marketing Strategy, Social Networking, Advertising, Management, Small Business, Business Planning, Finance, Retail, Cold Calling, Training, Strategic Partnerships, Business Development, Start-ups, Selling, Customer Retention

Education
Rutgers University-New Brunswick   1978 — 1983
BS, Economics

Boonton HS

Nick Regan Nick Regan Greater Boston Area Details
Nick Regan's A.G. Edwards & Sons, Inc. Experience 2003 - 2005
Job Recruiting, Team Lead at Overture Partners
Industry Staffing and Recruiting
Experience
Overture Partners  July 2009 - Present
LeapFrog Systems  April 2008 - May 2009
Sapphire Technologies  May 2007 - April 2008
The Residential Mortgage Group   April 2006 - April 2007
A.G. Edwards & Sons, Inc.   2003 - 2005

Education
Northeastern University   2000 — 2005

Ridgefield High School   1996 — 2000

Stephen Keach, CIPM Stephen Keach, CIPM Greater St. Louis Area Details
Stephen Keach, CIPM's A.G. Edwards & Sons, Inc. Experience August 2002 - December 2007
Job Research Analyst at Institutional Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2008 - Present
A.G. Edwards & Sons, Inc.   August 2002 - December 2007

Skills
Portfolio Performance..., Asset Allocation, Investment Valuation, Portfolio Management, Wealth Management, Investment Strategies, Capital Markets, Equities, Investments, Mutual Funds, Asset Management, Securities, Financial Modeling, Alternative Investments, Fixed Income, RFP Generation, Exchange Traded..., Private Equity, Hedge Funds, Commodity Pricing, Financial Accounting, Series 7, Financial Analysis

Education
Murray State University   1997 — 2001
Bachelor's Degree, Economics

Donald D. Dalton Donald D. Dalton Hingham, Massachusetts Details
Donald D. Dalton's A.G. Edwards & Sons, Inc. Experience September 1997 - September 1998
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Wells Fargo Advisors  July 2007 - February 2012
Morgan Stanley Smith Barney  April 2004 - June 2007
A.G. Edwards   June 2001 - June 2004
Quick & Reilly  1998 - 2000
A.G. Edwards & Sons, Inc.   September 1997 - September 1998

Education
Niagara University   1994 — 1998
Business Administration, Marketing

Schiller International University   1997 — 1997
International Business, Finance

Natalie (Natalia) Moran Natalie (Natalia) Moran Montrose, Colorado Details
Natalie (Natalia) Moran's A.G. Edwards & Sons, Inc. Experience October 2002 - July 2004
Job Consultant
Industry Health, Wellness and Fitness
Experience
Wilshire Associates  January 2014 - April 2015
Level 3 Communications  April 2013 - September 2013
AMG National Trust Bank  August 2010 - November 2012
Royal Bank of Canada (RBC Capital Markets)   March 2007 - April 2008
JP Morgan Chase & Co.   July 2004 - July 2005
A.G. Edwards & Sons, Inc.   October 2002 - July 2004

Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Forecasting, Analysis, Equities, Bloomberg, Investments, Microsoft Excel, Equity Research, Wilshire Compass, Pivot Tables, Vlookup, Morningstar Direct, Thomson One Analytics

Education
Washington University in St. Louis - Olin Business School   2000 — 2002
MBA

Moscow State Linguistic University   1992 — 1997
BA

Gary Stevenson Gary Stevenson Memphis, Tennessee Details
Gary Stevenson's A.G. Edwards & Sons, Inc. Experience September 1995 - September 1998
Job CoFounder and Managing Partner at MB Venture Partners, LLC
Industry Venture Capital & Private Equity
Experience
MB Venture Partners, LLC   November 2001 - Present
Morgan Keegan  September 1998 - June 2001
A.G. Edwards & Sons, Inc.   September 1995 - September 1998
Abbott  September 1988 - September 1995
Arthur Andersen & Co.   May 1984 - September 1988

Skills
Venture Capital, Private Equity, Investments, Entrepreneurship, Start-ups, Medical Devices, Biotechnology, Strategic Partnerships

Education
Northwestern University - Kellogg School of Management   1989 — 1992
Master of Business Administration (MBA)

University of Missouri-Columbia   1980 — 1984
Bachelor's degree, Accounting

Dan Beese Dan Beese Saint Charles, Missouri Details
Dan Beese's A.G. Edwards & Sons, Inc. Experience February 2006 - January 2008
Job Workflow Automation Developer/Analyst at Monsanto
Industry Biotechnology
Experience
Monsanto  April 2012 - Present
Monsanto  September 2010 - April 2012
Monsanto  January 2008 - September 2010
A.G. Edwards & Sons, Inc.   February 2006 - January 2008

Skills
System Deployment, IIS, SQL, Microsoft SQL Server, Project Management, Altiris, Windows 7, SharePoint, BMC Remedy, Quality Assurance, Visio, Workflow, Automation, SQL Server Management..., Web Services, Process Automation, User Interface Design, Process Management, Process Improvement, HTML, XML, SoapUI, Altiris Console, SSRS, SQL Server Business..., Workflow Management, Systems Management, Windows 7 Migration, VDI, AppSense, Compatibility Testing, Microsoft Office, Technical Support, ClearQuest, Rational Test Manager, Test Scripts, LDAP, Requirements Gathering, Java, Android Development, Oracle, Toad, PostgreSQL, Spotfire, Metrics, Reporting & Analysis, Data Visualization, R, Data Analysis, Data Science

Education
Missouri State University   2000 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences, General

Southwest Missouri State University   2000 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences, General

Eric Mayer, CFP® Eric Mayer, CFP® Greater Chicago Area Details
Eric Mayer, CFP®'s A.G. Edwards & Sons, Inc. Experience May 2007 - November 2008
Job
Industry Financial Services
Experience
Raymond James  November 2013 - Present
Raymond James  November 2008 - Present
Purdue Club of Chicago   June 2014 - Present
Dorothy's Family   May 2007 - Present
Purdue Club of Chicago   June 2011 - June 2014
A.G. Edwards & Sons, Inc.   May 2007 - November 2008
Wells Fargo Financial  2005 - 2007

Education
Purdue University   2001 — 2005
Bachelor, Financial Planning and Counseling

Benet Academy   1997 — 2001

Syd Walker Syd Walker Santa Barbara, California Area Details
Syd Walker's A.G. Edwards & Sons, Inc. Experience August 2001 - July 2009
Job Financial Advisor
Industry Financial Services
Experience
Wedbush Morgan Securities  July 2009 - Present
A.G. Edwards & Sons, Inc.   August 2001 - July 2009
Lincoln Financial Distributors  1999 - 2000
Charles Schwab  1998 - 1999

Skills
Series 7, Wealth Management, Series 63, Estate Planning, Securities, Investments, Portfolio Management, Asset Management, Equities, Financial Planning

Education
University of San Diego   1992 — 1994
MBA

Occidental College   1986 — 1990
Bachelor of Arts (BA), Political Science and Government

Luke Obholz Luke Obholz Greater St. Louis Area Details
Luke Obholz's A.G. Edwards & Sons, Inc. Experience June 2007 - November 2007
Job Investment Professional
Industry Financial Services
Experience
Deloitte Financial Advisory Services LLP  December 2007 - January 2012
A.G. Edwards & Sons, Inc.   June 2007 - November 2007

Education
University of Notre Dame   2005 — 2007
MBA

University of Notre Dame - Mendoza College of Business   2005 — 2007
MBA

Rockhurst University   2002 — 2005
BA, Economics & Philosophy

Meghan Williams Meghan Williams Greater St. Louis Area Details
Meghan Williams's A.G. Edwards & Sons, Inc. Experience May 2000 - January 2008
Job Dyed4you Ministries
Industry Fine Art
Experience
Dyed4you Ministries   2006 - Present
Passion for Truth Ministries   May 2013 - December 2013
National Association of Electrical Distributors (NAED)   January 2008 - May 2008
A.G. Edwards & Sons, Inc.   May 2000 - January 2008
MegWilliams.com   1989 - 2007
Nova Southeastern University  March 2004 - August 2004
Sanford-Brown College  August 1997 - May 2000
CPI Photo / Fox Photo / Wolf Camera   May 1994 - September 1998

Skills
Training, Teaching, Web Design, Leadership, Management, Digital Imaging, Facilitators, Interpersonal..., Project Management, Instructional Design, Technical Writing, Public Speaking, Visio, Social Media, Web Development, Adobe Creative Suite, Team Building, E-Learning, Research, Usability, Photography, WordPress, Information Technology, User Experience, Multimedia, Website Development

Education
Nova Southeastern University   2000 — 2003
PhD, Information Systems

Webster University   1996 — 1998
MA, Interactive Media

Rochester Institute of Technology   1991 — 1994
BA, Applied Photography

Lisa Kearns Lisa Kearns Asheboro, North Carolina Details
Lisa Kearns's A.G. Edwards & Sons, Inc. Experience October 1997 - July 2003
Job Business
Industry Consumer Services
Experience
Ideal Image  July 2006 - June 2008
Bank of North Carolina  January 2004 - July 2006
A.G. Edwards & Sons, Inc.   October 1997 - July 2003

Skills
Customer Service, Sales, Marketing, Team Building, Retail, Sales Management, Event Planning, Microsoft Office, Microsoft Word, Outlook, Social Media Marketing, Microsoft Excel, Leadership

Education
Randolph Community College   1996 — 1998
Associate’s Degree, Business Administration

Southwestern Randolph High School   1992 — 1996
High School

Daniel Alter Daniel Alter Charlotte, North Carolina Area Details
Daniel Alter's A.G. Edwards & Sons, Inc. Experience May 2007 - August 2007
Job Data Manager at Premier healthcare alliance
Industry Information Technology and Services
Experience
Premier healthcare alliance  November 2012 - Present
Caldwell College  August 2012 - September 2012
Rowan University  September 2007 - May 2012
Coach  June 2011 - August 2011
Magnum Marketing Solutions   May 2009 - August 2009
A.G. Edwards & Sons, Inc.   May 2007 - August 2007

Skills
SQL, Customer Service, HTML, CSS, Technical Support, Visual Basic, Visual C#, XHTML, ASP.NET, MS Project, MS Office Suite, MySQL, SQL Server, DDL, DML, DFD, ERD, UML, Access, Visio, Microsoft Office, Microsoft SQL Server, Management

Education
Rowan University   2007 — 2012
Bachelor of Science, Management Information Systems and Entrepreneurship

Morris Knolls High School

Drofn Hardardottir Drofn Hardardottir Greater New York City Area Details
Drofn Hardardottir's A.G. Edwards & Sons, Inc. Experience September 2003 - December 2003
Job M.S. Global Affairs New York University
Industry International Affairs
Experience
Landsbankinn   2005 - 2009
Hovde Group  January 2004 - May 2004
A.G. Edwards & Sons, Inc.   September 2003 - December 2003
American Foreign Service Association  September 2002 - December 2002
Siminn   February 2001 - August 2001
Arion Bank   1997 - 2000

Skills
Financial Analysis, Financial Modeling, Economics, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Emerging Markets

Education
New York University   2009 — 2011
Master of Science (MS), International Relations and Affairs

SDA Bocconi   2004 — 2005
Master of Science (MS), Corporate Finance

The George Washington University - School of Business   2001 — 2004
Bachelor of Business Administration (BBA), Finance & International Business

Aubrey Strippy Aubrey Strippy Cleveland, Ohio Details
Aubrey Strippy's A.G. Edwards & Sons, Inc. Experience February 2005 - September 2008
Job Tax Service/Financial Planning at TaCheck Tax Service
Industry Accounting
Experience
Ta-Check Tax Service   August 2011 - Present
Raymond James & Associates  September 2008 - July 2011
A.G. Edwards & Sons, Inc.   February 2005 - September 2008
CDW  June 2003 - October 2004

Skills
Series 7, Finance, Investments, Financial Analysis, Portfolio Management, Insurance, Accounting, Strategic Financial..., Banking, Relationship Management, Mutual Funds, Loans, Financial Reporting, Forecasting, Wealth Management, Retirement Planning

Education
Ohio University   1999 — 2003
BBA, Marketing/Business Pre-Law

Rob Hanlen Rob Hanlen Houston, Texas Area Details
Rob Hanlen's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job Branch Manager at Network Funding LP
Industry Financial Services
Experience
Network Funding, LP - Residential Mortgage Lender NMLS #2297   March 2009 - Present
Remington Mortgage LTD   January 2006 - March 2009
First Texas Residential   February 2003 - January 2006
A.G. Edwards & Sons, Inc.   2000 - 2002

Skills
Mortgage, Loans, Refinance, Purchase, Home, Residential, First Time Home Buyers, Investment Properties, Residential Homes, Mortgage Lending, Finance, Residential Mortgages, Sellers, Referrals, Marketing, Mortgage Banking, Loan Origination, Mortgage Marketing, FHA, FHA financing, Certified Mortgage...

Education
University of Houston   1988 — 1993
BS, KINESIOLOGY

Rice University   1988 — 1989
Naval ROTC

Lilian Grinstead Lilian Grinstead Greater Chicago Area Details
Lilian Grinstead's A.G. Edwards & Sons, Inc. Experience 2004 - 2006
Job Financial Reporting Specialist at Advocate Health Care SRCO
Industry Hospital & Health Care
Experience
Advocate Health Care - SRCO   September 2013 - Present
Advocate Health Care - Support Center   February 2013 - September 2013
Advocate Good Samaritan Hospital  August 2008 - February 2013
Advocate Good Samaritan Health and Wellness Center   April 2006 - August 2008
A.G. Edwards & Sons, Inc.   2004 - 2006
United Airlines  2001 - 2004
Central States Funds  1999 - 2001

Skills
Budgets, Financial Analysis, Accounting, Forecasting, Analysis, Process Improvement, Data Analysis, Financial Reporting, Healthcare, Microsoft Excel, Finance, Variance Analysis, PowerPoint, Cost Accounting, Microsoft Word, Access, Accounts Receivable, Account Reconciliation, Financial Modeling, Auditing, PeopleSoft

Education
Northeastern Illinois University
B.S. Accounting, Accounting, Finance, Management, Marketing, Law

Scott Olfe Scott Olfe Greater St. Louis Area Details
Scott Olfe's A.G. Edwards & Sons, Inc. Experience October 2000 - May 2008
Job Websphere Business Process & Decision Management Technical Sales Specialist at IBM
Industry Information Technology and Services
Experience
IBM  April 2014 - Present
TIBCO Software  June 2010 - November 2013
Okinawan Martial Arts Academy   January 2005 - June 2010
Wachovia Securities  June 2008 - May 2010
A.G. Edwards & Sons, Inc.   October 2000 - May 2008
United Way of Greater St. Louis  September 1998 - October 2000
Missouri Department of Mental Health  January 1991 - September 1998

Skills
Process Improvement, Business Process Design, Architecture, SOA, Business Analysis, Testing, Requirements Analysis, Business Intelligence, Enterprise Software, BPMN, TIBCO, Integration, Software Project..., Enterprise Architecture, Vendor Management, EAI, Security, Product Management, Systems Analysis, SDLC, Software Development, Business Process..., Analysis, Business Process, IT Strategy, Solution Architecture, SharePoint, Agile Methodologies, UML, Visio, Requirements Gathering, Web Services, Middleware, Oracle, Java Enterprise Edition, Data Warehousing, SQL, PMP, Business Requirements, Scrum, Business Process..., Unix, Databases, Application Architecture, XML, Cloud Computing, Websphere, Architectures, Weblogic, DB2

Education
University of Missouri-Saint Louis   1998 — 2000
M.Ed., General Counseling

Missouri State University   1983 — 1987
B.S., Psychology

Kendal Kohler Kendal Kohler United States Details
Kendal Kohler's A.G. Edwards & Sons, Inc. Experience October 2003 - May 2005
Job Owner at AAA Firepro of New Mexico, Inc.
Industry Public Safety
Experience
AAA Firepro of New Mexico, Inc.   March 2012 - Present
New Mexico Bank & Trust  March 2008 - February 2012
Farmers and Stockmens Bank   May 2005 - March 2008
A.G. Edwards & Sons, Inc.   October 2003 - May 2005

Skills
Banking, Mortgage Lending, Credit, Financial Analysis, Commercial Lending, Commercial Banking, Series 7, Wealth Management, Series 63, Uniform Combined State..., Investment Advisory, Mutual Funds, Portfolio Management, Wealth Management..., Securities, Retirement Planning, Fixed Income, Asset Allocation, Series 65

Education
New Mexico State University   1992 — 1996
B.S., Ag Economics, Finance, Marketing

Victor Trujillo Victor Trujillo Greater St. Louis Area Details
Victor Trujillo's A.G. Edwards & Sons, Inc. Experience January 2007 - February 2008
Job
Industry Information Technology and Services
Experience
Elite IT Partners, Inc.   April 2011 - Present
WELLS FARGO ADVISORS, formerly Wachovia Securities  September 2009 - April 2013
WACHOVIA SECURITIES, formerly A.G. Edwards   February 2008 - October 2009
A.G. Edwards & Sons, Inc.   January 2007 - February 2008
A.G. Edwards & Sons, Inc.   October 2004 - January 2007
A.G. Edwards & Sons, Inc.   February 2002 - October 2004
A.G. EDWARDS & SONS, INC.   February 1998 - February 2002
TECHNOLOGY APPLICATIONS INCORPORATED   May 1995 - January 1998
SOUTHWESTERN BELL TECHNOLOGY RESOURCES, INC   June 1992 - May 1995
SOUTHWESTERN BELL TELEPHONE  August 1990 - May 1992

Skills
Team Building, Enterprise Architecture, Contract Negotiation, Recruiting, E-commerce, OOAD, SDLC, Business Analysis, Vendor Management, Integration, Process Improvement, Disaster Recovery, Project Management, SOA, Requirements Analysis, Unix, Risk Management, Business Intelligence, Portfolio Management, Agile Methodologies, Organizational..., PMP, Requirements Gathering, IT Strategy, Program Management, Information Technology, Cloud Computing, Software Project..., Software Documentation, Relationship Management, Databases, Strategic Planning, Executive Management, Leadership, Team Leadership, Information Security, IT Management, Business Process..., Software Development, Analysis, Networking, Change Management, PMO, Servers, Cross-functional Team..., Security, Web Services, Project Portfolio..., Architecture, Consulting

Education
Webster University   2003 — 2004
Master of Science

Oklahoma State University   1988 — 1990
Bachelor of Science

University of Oklahoma   1985 — 1987
Bachelor of Science

Joe Kaiser Joe Kaiser Greater Salt Lake City Area Details
Joe Kaiser's A.G. Edwards & Sons, Inc. Experience 2001 - 2003
Job
Industry Renewables & Environment
Experience
Vivint Solar  April 2014 - Present
The Blackstone Group  August 2011 - April 2014
Kellogg School of Management  2009 - 2011
Erie Management Group  2004 - 2009
A.G. Edwards & Sons, Inc.   2001 - 2003

Skills
Private Equity, Mergers, Business Development, Project Management, Turn Around Management, Financial Modeling, Valuation, Investment Banking, Venture Capital, Corporate Finance, Financial Analysis, Due Diligence, Investments, Equities, Corporate Development, Teamwork, Leadership, Solar PV, Biodiesel, Renewable Energy, Mergers & Acquisitions, Strategy, Executive Management, Business Planning, LBO, Emerging Markets, M&A experience, Portfolio Management, Capital Markets, Private Placements, Business Valuation, Leveraged Finance, Alternative Investments, Financial Structuring

Education
Northwestern University - Kellogg School of Management   2009 — 2011
Master of Business Administration (MBA), Finance, Real Estate

Saint Louis University   1995 — 1999
BSBA, Accounting

Craig Hrinkevich Craig Hrinkevich Greater New York City Area Details
Craig Hrinkevich's A.G. Edwards & Sons, Inc. Experience March 1995 - November 2007
Job Managing Director, Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  November 2007 - Present
A.G. Edwards & Sons, Inc.   March 1995 - November 2007
State of New Jersey  1990 - 1992

Skills
Project Finance, Higher Education, Transportation, Not-for-profit, Capital Markets, Bonds, Investment Banking, Fixed Income, Series 7, Asset Managment, Financial Modeling, Investments, Securities, Portfolio Management, Credit Analysis, Financial Analysis, Public Finance, Alternative Investments, Investment Management, Credit, Financial Structuring, Structured Finance, Banking, Hedge Funds, Mutual Funds, Valuation, Asset Management, Bloomberg

Education
University of Pennsylvania   1990 — 1992
M.G.A., Master of Governmental Administration

Rutgers University-New Brunswick   1984 — 1988
B.A., Political Science

John McArthur John McArthur Greater St. Louis Area Details
John McArthur's A.G. Edwards & Sons, Inc. Experience March 2001 - January 2007
Job Senior Partner & Chief Investment Officer at Krilogy Financial
Industry Financial Services
Experience
Kids In The Middle  June 2015 - Present
CASY-MSCCN   September 2014 - Present
Krilogy Financial  February 2012 - Present
Krilogy Financial  February 2012 - Present
Morgan Stanley  January 2007 - February 2012
A.G. Edwards & Sons, Inc.   March 2001 - January 2007
U.C.L.A   June 1999 - July 2001

Skills
Principal of Investment..., Retirement Income..., Wealth Management and..., Wealth Management, Finance, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Mutual Funds, Personal Financial..., Series 7, Financial Advisory, Portfolio Management, Investment Strategies, Financial Analysis, Insurance, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Planning

Education
Northwestern University   1997 — 1999

University of Missouri-Columbia   1995 — 1997
Business

SLUH

Dave Belue Dave Belue Greater St. Louis Area Details
Dave Belue's A.G. Edwards & Sons, Inc. Experience October 2004 - February 2008
Job Marketing Database Decision Stategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2009 - Present
Wachovia  February 2008 - April 2009
A.G. Edwards & Sons, Inc.   October 2004 - February 2008
A.G. Edwards & Sons, Inc.   March 2000 - October 2004
A.G. Edwards & Sons, Inc.   December 1998 - February 2000
A.G. Edwards & Sons, Inc.   March 1997 - December 1998
A.G. Edwards & Sons, Inc.   March 1996 - February 1997
A.G. Edwards & Sons, Inc.   October 1994 - February 1996
May Department Stores  September 1993 - October 1994
May Department Stores  September 1992 - August 1993

Skills
Business Intelligence, Data Warehousing, Testing, Data Modeling, Strategy, SQL, Business Objects, SDLC, Business Analysis, Systems Analysis, Databases, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Visio, Enterprise Software, Unix, Tableau, SAS, Microstrategy, SAS programming, Enterprise Architecture, Integration, SQL Server, Programming, Microsoft Office, Analysis, Problem Solving, SSIS, SSAS, MicroStrategy Reporting, VBA

Education
Missouri State University   1987 — 1992
BS, Computer Information Systems

Andrew Kesler Andrew Kesler Greater Boston Area Details
Andrew Kesler's A.G. Edwards & Sons, Inc. Experience August 2005 - December 2005
Job Private Equity Accountant at Denham Capital Management
Industry Banking
Experience
Denham Capital Management  April 2008 - Present
State Street  July 2006 - April 2008
A.G. Edwards & Sons, Inc.   August 2005 - December 2005
UBS  May 2004 - August 2004

Education
Quinnipiac University   2002 — 2006
B.S., Finance

Quinnipiac University - School of Business   2002 — 2006

Alec Mai Alec Mai Rockaway, New Jersey Details
Alec Mai's A.G. Edwards & Sons, Inc. Experience January 2000 - December 2001
Job Financial Advisor at A.G. Edwards
Industry Financial Services
Experience
Merrill Lynch  January 2001 - June 2006
A.G. Edwards & Sons, Inc.   January 2000 - December 2001
GRM Retirement Services   January 1999 - December 2000
T. Rowe Price  January 1994 - January 1999
Erickson Living  January 1992 - January 1994

Skills
Leadership, Sales, Management, Financial Analysis, Research

Education
Penn State University   1995 — 1999

Penn State University
Bachelor's degree, Health Services/Allied Health/Health Sciences, General

Christian Young Christian Young Greater St. Louis Area Details
Christian Young's A.G. Edwards & Sons, Inc. Experience January 2001 - October 2004
Job Department Manager Consumer Mobile Applications at Enterprise Holdings
Industry Information Technology and Services
Experience
Enterprise Holdings  August 2014 - Present
Enterprise Holdings Inc.  January 2011 - August 2014
A.G. Edwards & Sons, Inc.   January 2001 - October 2004

Skills
Process Improvement, SDLC, Business Analysis, Management, Project Management, Team Leadership, Vendor Management, Business Intelligence, Cross-functional Team..., Visio, Leadership, SQL, SharePoint, Software Project..., Access, Program Management, Analysis, Requirements Analysis, IT Management, Enterprise Software

Education
University of Missouri-Saint Louis   2004 — 2007
MBA, Finance

Missouri State University   1996 — 2000
BS, Accounting

Dana Merrill Dana Merrill Raleigh-Durham, North Carolina Area Details
Dana Merrill's A.G. Edwards & Sons, Inc. Experience October 1995 - December 1996
Job Experienced Manager of Projects, People and Programs
Industry Insurance
Experience
MetLife  September 2014 - Present
Fidelity Investments  April 2012 - June 2014
Veritude  June 2011 - May 2012
Angelica Corporation  November 2010 - June 2011
True Advisory Services   August 2009 - June 2011
Fidelity Investments  January 1997 - August 2009
A.G. Edwards & Sons, Inc.   October 1995 - December 1996
Freudenberg-NOK  June 1983 - August 1994

Skills
SDLC, Process Improvement, Team Leadership, CRM, PMP, Program Management, Six Sigma, Employee Benefits, Business Analysis, Business Strategy, Management, Leadership, Analysis, PMO, Project Management, Business Intelligence, Business Development, Integration, Marketing, Strategic Planning, Strategy, Staff Development, Human Resources, Enterprise Software, Budgets, Vendor Management, Consulting, Cross-functional Team..., Change Management, Outsourcing, Project Portfolio..., Software Project..., Business Process, Requirements Analysis, Requirements Gathering, Resource Management, Agile Methodologies, Team Building, Project Planning, Financial Services, Business Process...

Education
Plymouth State University   1988 — 1993
BA, Music: Voice, theatre

Rochester Institute of Technology   1986 — 1987
Biotechnology/Pre-Med

Matt Harrison Matt Harrison Greater Atlanta Area Details
Matt Harrison's A.G. Edwards & Sons, Inc. Experience August 1999 - October 2007
Job Executive Vice President and Chief Financial Officer at Summit Midstream Partners, LLC
Industry Oil & Energy
Experience
Summit Midstream Partners, LLC   September 2011 - Present
Hiland Partners, LP   February 2008 - September 2011
Wachovia Securities  October 2007 - January 2008
A.G. Edwards & Sons, Inc.   August 1999 - October 2007
Price Waterhouse  1992 - 1997

Education
Northwestern University - Kellogg School of Management   1997 — 1999
MBA

University of Tennessee-Knoxville   1988 — 1992
BS, Accounting

Jim Nomura Jim Nomura Greater Los Angeles Area Details
Jim Nomura's A.G. Edwards & Sons, Inc. Experience March 2002 - December 2005
Job Investment Management Professional at Cetera Advisors Network LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC  December 2007 - Present
A.G. Edwards & Sons, Inc.   March 2002 - December 2005
Portfolio Advisory Services, Inc.   April 1992 - October 2001

Skills
Series 7, Series 63, Retirement Planning, Asset Management, Portfolio Management, 401k, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Series 65, Fixed Annuities, Alternative Investments, Financial Planners, Insurance, Investments, Mutual Funds, Equities, Securities, Financial Planning, Annuities, Estate Planning, Bonds, Financial Advisory, Long Term Care

Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S., Business Management

Ross Hinkley Ross Hinkley Greater Nashville Area Details
Ross Hinkley's A.G. Edwards & Sons, Inc. Experience 2007 - 2008
Job Developer
Industry Computer Software
Experience
RANDA Solutions  February 2012 - August 2013
Guardian Medical Logistics  October 2010 - February 2012
CPI Corp  January 2008 - October 2010
A.G. Edwards & Sons, Inc.   2007 - 2008
Delphi Automotive Systems  April 2005 - May 2007
College of Lake County  2003 - 2004

Education
Purdue University   2004 — 2007

John Sorenson John Sorenson Greater Chicago Area Details
John Sorenson's A.G. Edwards & Sons, Inc. Experience September 2002 - May 2003
Job Vice President of Operations at U.S. Shelter Homes LLC
Industry Real Estate
Experience
U.S. Shelter Homes LLC   November 2008 - Present
U.S. Shelter Homes LLC   August 2004 - November 2008
U.S. Shelter Homes LLC   June 2003 - August 2004
A.G. Edwards & Sons, Inc.   September 2002 - May 2003

Skills
Residential Projects, Sales Management, New Homes, Real Estate Development, Real Estate, Construction Management, New Home Sales, Single Family Homes, Purchasing, Budgets, Residential Homes, Construction, Entitlements, Contract Negotiation, Commercial Real Estate, Negotiation, Team Building, Land Development, Strategic Planning, Investment Properties, Selling, Property Management, Sales

Education
Northern Illinois University   2005 — 2007
M.B.A, Business Administration

University of Colorado Boulder - Leeds School of Business   1999 — 2003
Bachelor of Science, Finance

Elliott Papineau Elliott Papineau Greater Chicago Area Details
Elliott Papineau's A.G. Edwards & Sons, Inc. Experience 2006 - 2006
Job Research Analyst at First Trust Portfolios L.P.
Industry Investment Management
Experience
First Trust Portfolios L.P.   January 2007 - Present
A.G. Edwards & Sons, Inc.   2006 - 2006

Skills
Equities, Investments, Fixed Income, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Mutual Funds, Equity Research, Bloomberg, Asset Management, Portfolio Management, Securities, Series 63, Investment Management, Finance, Financial Modeling, Financial Analysis

Education
Northern Illinois University   2003 — 2007

Northern Illinois University - College of Business   2003 — 2007

Molly Brantley Molly Brantley Greater St. Louis Area Details
Molly Brantley's A.G. Edwards & Sons, Inc. Experience 1997 - 2007
Job Business Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 1997 - Present
A.G. Edwards & Sons, Inc.   1997 - 2007

Education
Murray State University   1986 — 1992

Aaron Rakers, CFA Aaron Rakers, CFA Greater St. Louis Area Details
Aaron Rakers, CFA's A.G. Edwards & Sons, Inc. Experience 2003 - 2007
Job Senior Analyst at Wachovia Capital Markets
Industry Financial Services
Experience
Wachovia Capital Markets  Senior AnalystWachovia Capital Markets, LLC2007 - Present
A.G. Edwards & Sons, Inc.   2003 - 2007
A.G. Edwards   2000 - 2007

Education
Quincy University   1996 — 2000

Mark Trenter Mark Trenter Greater St. Louis Area Details
Mark Trenter's A.G. Edwards & Sons, Inc. Experience May 2001 - March 2007
Job Site Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2009 - Present
Wachovia Securities  2008 - Present
Wachovia Securities  September 2007 - Present
A.G. Edwards & Sons, Inc.   May 2001 - March 2007
A.G. Edwards & Sons, Inc.   May 1999 - April 2001
NISA Investment Advisors  September 1997 - April 1999
Boatmen's Bancshares  October 1994 - September 1997
Maritz Travel Company  1990 - 1994

Skills
Process Improvement, Project Management, Leadership, Intranet, Risk Management, Financial Services, Management, Account Management

Education
Missouri State University   1985 — 1989

Keith Swart Keith Swart Phoenix, Arizona Area Details
Keith Swart's A.G. Edwards & Sons, Inc. Experience 2006 - 2007
Job Partner, F4 Designs LLC
Industry Construction
Experience
F4 Designs   January 2012 - Present
Madison Williams and Company  June 2010 - October 2011
A.G. Edwards & Sons, Inc.   2006 - 2007
WR Hambrecht + Co  2005 - 2006
Needham & Co   2000 - 2004
Gruntal & Company  1999 - 2000
Southeast Research Partners   1998 - 1999
RBC Dain Rauscher  1992 - 1998
Nicor Gas  1986 - 1992

Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking

Education
Montana State University-Bozeman   1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering

University of Montana   1974 — 1975
Economics

Chryssanthe Detroyer Chryssanthe Detroyer Greater New York City Area Details
Chryssanthe Detroyer's A.G. Edwards & Sons, Inc. Experience 1998 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 1998 - Present
A.G. Edwards & Sons, Inc.   1998 - 2008

Skills
Investments, Securities, Mutual Funds

Education
New York University   1997 — 1998
CFP

University of California, Hastings College of the Law   1992 — 1995
JD, Law

The Johns Hopkins University   1988 — 1992
BA, Political Science

Phillips Exeter Academy   1985 — 1988
HS

Alan Sokol Alan Sokol Danbury, Connecticut Details
Alan Sokol's A.G. Edwards & Sons, Inc. Experience December 1990 - December 2005
Job Senior Directorinvestments Oppenheimer and Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   July 2005 - Present
A.G. Edwards & Sons, Inc.   December 1990 - December 2005

Skills
Investments, Investment Strategies, Asset Allocation, Fixed Income Strategies, Retirement Savings, Insurance, Financial Advisory, Multigenerational..., Risk Management..., Estate Investment..., Wealth Management..., 401(k) Rollovers, Retirement Plan..., Wealth-Preservation..., Business-Succession...

Education
Pace University   1981 — 1984
BBA, accounting

Pace University - Lubin School of Business   1981 — 1984

Chuck Lund Chuck Lund Spokane, Washington Area Details
Chuck Lund's A.G. Edwards & Sons, Inc. Experience April 1997 - March 2003
Job Commanding Officer at Coastal Riverine Squadron 11
Industry Financial Services
Experience
TATE, Inc  June 2014 - Present
Coastal Riverine Squadron 11   June 2014 - Present
CORIVRON 11   December 2012 - May 2014
AAA Washington  June 2012 - March 2014
VALIC  August 2011 - May 2012
U.S. Navy   June 1988 - November 2011
Allstate Insurance  March 2003 - January 2009
MetLife  2009 - 2009
A.G. Edwards & Sons, Inc.   April 1997 - March 2003

Skills
Program Management, Insurance, Leadership, Operations Management, Team Building, Budgets, Strategic Planning, Sales, Security, Military, Command, Navy, Operational Planning, Defense, Security Clearance, DoD, Intelligence Analysis, National Security, Military Experience, Aviation, Government, Military Operations, Weapons, Homeland Security, Aircraft, Intelligence, Organizational..., Counterterrorism, Top Secret, Military Training, Force Protection

Education
Naval Postgraduate School

University of Washington

Norman Wolff, CMT Norman Wolff, CMT Greater St. Louis Area Details
Norman Wolff, CMT's A.G. Edwards & Sons, Inc. Experience February 1981 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
A.G. Edwards & Sons, Inc.   February 1981 - May 2008
Clayton Brokerage Co. of St. Louis   1976 - 1981
Cargill, Inc  1973 - 1976

Skills
Investments, Portfolio Management, Series 7, Series 63, Risk Management, Financial Analysis, Mutual Funds, Securities, Fixed Income, Asset Allocation, Equities, Wealth Management, Alternative Investments, Investment Strategies, Retirement Planning, Asset Management, Investment Advisory, Trading, Options, FINRA, Bonds, Hedge Funds, ETFs

Education
Oklahoma State University   1966 — 1973
B.S. & M.S., Agricultural Economics

Rand Millwood Rand Millwood Raleigh-Durham, North Carolina Area Details
Rand Millwood's A.G. Edwards & Sons, Inc. Experience 2005 - 2007
Job Gordon Asset Management, LLC
Industry Financial Services
Experience
Gordon Asset Management, LLC   August 2007 - Present
A.G. Edwards & Sons, Inc.   2005 - 2007
BB&T  June 2005 - November 2005

Education
North Carolina State University   2001 — 2005
BS, Accounting

Mark Trudell, CFA Mark Trudell, CFA Greater New York City Area Details
Mark Trudell, CFA's A.G. Edwards & Sons, Inc. Experience 2004 - 2006
Job Associate, Leveraged Finance at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  2010 - Present
Wells Fargo Advisors, LLC  2004 - 2010
A.G. Edwards & Sons, Inc.   2004 - 2006

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2009 — 2010
MBA, Finance

Queen's University   1999 — 2003
BAH, Economics

Tom Wuellner Tom Wuellner Greater Chicago Area Details
Tom Wuellner's A.G. Edwards & Sons, Inc. Experience July 2002 - February 2005
Job Principal at Geneva Glen Capital
Industry Venture Capital & Private Equity
Experience
Geneva Glen Capital   July 2010 - Present
New World Ventures  June 2009 - August 2009
Wind Point Partners  March 2005 - May 2008
A.G. Edwards & Sons, Inc.   July 2002 - February 2005

Education
Northwestern University - Kellogg School of Management   2008 — 2010
MBA

Washington University in St. Louis - Olin Business School   1998 — 2002
BSBA, Finance & Accounting

Marvin Anderson Marvin Anderson Saint Louis, Missouri Details
Marvin Anderson's A.G. Edwards & Sons, Inc. Experience July 1993 - October 2007
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Chase, Private Banking   May 2014 - Present
Stern Brothers  August 2008 - April 2014
Wachovia Securities  October 2007 - July 2008
A.G. Edwards & Sons, Inc.   July 1993 - October 2007
AG Edwards  1993 - 2007

Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital

Education
University of Michigan - Stephen M. Ross School of Business   1987 — 1990
MBA & MPP

Rockhurst University   1983 — 1987
BSBA, Finance/Econ

David Golembeski David Golembeski Greater New York City Area Details
David Golembeski's A.G. Edwards & Sons, Inc. Experience December 2005 - December 2006
Job Mobility Sales at AT&T
Industry Telecommunications
Experience
AT&T  December 2006 - Present
A.G. Edwards & Sons, Inc.   December 2005 - December 2006
AVAYA, INC  1996 - 2002

Skills
Solution Selling, Cloud Computing, Unified Communications, Direct Sales, Account Management, VoIP, Telecommunications, Managed Services, Wireless, Salesforce.com

Education
Connecticut Computing Corp.   2014 — 2014
Comp TIA Network Plus and A Plus, Comp TIA certification, Network Plus Certification

The University of Connecticut School of Business   1982 — 1986
Master of Business Administration (MBA), Finance, General

Roanoke College   1974 — 1978
Bachelor of Arts (B.A.), Economics

Todd Noel, CFA Todd Noel, CFA Greater St. Louis Area Details
Todd Noel, CFA's A.G. Edwards & Sons, Inc. Experience June 1999 - December 2007
Job Research Director at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  November 2014 - Present
Wells Fargo Advisors  January 2008 - October 2014
A.G. Edwards & Sons, Inc.   June 1999 - December 2007

Skills
Mutual Funds, Investments, Asset Management, Investment Advisory

Education
Washington University in St. Louis - Olin Business School   1998 — 2001
MBA

Purdue University   1987 — 1992
B.S. Industrial Engineering

Matt Freese Matt Freese Greater St. Louis Area Details
Matt Freese's A.G. Edwards & Sons, Inc. Experience April 2007 - June 2008
Job Sr. Programmer/Analyst at MSD
Industry Information Technology and Services
Experience
MSD  December 2005 - Present
A.G. Edwards & Sons, Inc.   April 2007 - June 2008
Karmak, Inc.   2002 - 2005

Education
Missouri State University   1997 — 2001
B.S., Computer Information Systems

Mary Alice Bernal Mary Alice Bernal Greater Nashville Area Details
Mary Alice Bernal's A.G. Edwards & Sons, Inc. Experience 1991 - 1997
Job Creative Director at Corporate Design, Inc.
Industry Design
Experience
Corporate Design, Inc.   February 2008 - Present
Lam Andrews  June 2007 - February 2008
Restoration Hardware  2004 - 2006
Busch Creative Services  July 1998 - October 2002
A.G. Edwards & Sons, Inc.   1991 - 1997

Skills
InDesign, Photoshop, Branding & Identity, Conflict Resolution, Adobe Creative Suite, Logo Design, Graphic Design, Creative Direction, Illustrator, Brochures, Photography, Dreamweaver, Art Direction, Advertising, Layout, Corporate Identity, Graphics, Adobe Acrobat, Catalogs, Concept Design, Image Manipulation, Marketing Communications, Posters, Corporate Branding

Education
Missouri State University   1982 — 1986
BFA, Design, Drawing

Chris Brauner Chris Brauner Greater St. Louis Area Details
Chris Brauner's A.G. Edwards & Sons, Inc. Experience May 2000 - March 2004
Job Risk Management Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services  November 2014 - Present
BMO Harris Financial Advisors  December 2012 - November 2014
Cornerstone Financial Group  June 2009 - December 2012
McBride & Son Homes  July 2007 - November 2008
Telenomics Group Inc   June 2005 - July 2007
Wells Fargo Home Mortgage  March 2004 - June 2005
A.G. Edwards & Sons, Inc.   May 2000 - March 2004

Education
Rockhurst University   1994 — 1999
Bachelor of Arts, Psychology

CBC High School   1990 — 1994

St. Clare of Assisi

Peter Ross Peter Ross Greater New York City Area Details
Peter Ross's A.G. Edwards & Sons, Inc. Experience August 1989 - October 2007
Job Vice President Investments at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott  October 2007 - Present
Ramapo College of New Jersey  September 2007 - Present
Christian Science Practitioner   1991 - Present
Various Arenas and Stadiums   1980 - 2009
A.G. Edwards & Sons, Inc.   August 1989 - October 2007
Madison Square Garden  1990 - 1999
Philadelphia Flyers  1990 - 1992

Skills
Investments, Series 7, Asset Allocation, Portfolio Management, Series 63, Asset Managment, Mutual Funds, Financial Services, Strategic Financial..., Finance, Securities, Asset Management, Valuation, Management, Investment Banking, Marketing, Wealth Management, Fixed Income, Advertising, Banking, Equities, Relationship Management, Capital Markets, Customer Service, Retirement Planning, Bonds, Entrepreneurship, Strategy, Leadership, Analysis, Fixed Annuities, Investment Advisory, Investment Strategies, Corporate Finance, Estate Planning, Small Business, Insurance, Time Management

Education
New York University - Leonard N. Stern School of Business   1981 — 1983
MBA, Finance, Marketing

Principia College   1976 — 1979
BA, Business Administration, Art

Ramapo College of NJ   1978 — 1978

Glen Rock High School   1969 — 1975
HS, General

Patrick Loop Patrick Loop Portland, Oregon Area Details
Patrick Loop's A.G. Edwards & Sons, Inc. Experience October 2002 - July 2005
Job IT Specialist at US Veteran Affairs
Industry Government Administration
Experience
US Veteran Affairs   July 2005 - Present
A.G. Edwards & Sons, Inc.   October 2002 - July 2005
Relationship Systems Inc.   September 1992 - October 2002
Timberline Software  1976 - 1995

Education
Oregon State University   1974 — 1976
Master's, Business Administration

Oregon State University   1966 — 1970
BS, Computer Science

Oregon State University   1966 — 1970
BS, Mathematics

Christopher Fittin Christopher Fittin Greater New York City Area Details
Christopher Fittin's A.G. Edwards & Sons, Inc. Experience January 1980 - October 1986
Job Senior Managing Director / Portfolio Manager at PeapackGladstone Bank
Industry Investment Management
Experience
Peapack-Gladstone Bank  May 2014 - Present
US Trust  August 1997 - March 2014
Smith Barney  October 1993 - August 1997
National Westminster Bank  October 1986 - October 1993
A.G. Edwards & Sons, Inc.   January 1980 - October 1986

Skills
Wealth Management, Securities, Money Management, Managed Money, Stock Trading, Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equity Research, Alternative Investments, Private Equity, Investment Management, Banking, Equities, Financial Analysis, Financial Services, Hedge Funds, Investment Strategies, Investments

Education
Delbarton School

Monmouth University
BSBA , MBA, Finance and Financial Management Services

Angela Roark Angela Roark San Antonio, Texas Area Details
Angela Roark's A.G. Edwards & Sons, Inc. Experience February 1997 - April 2004
Job Managing Associate at New England Financial
Industry Financial Services
Experience
New England Financial  Branch Sales ManagerSmith BarneyDecember 2005 - December 2008
A.G. Edwards & Sons, Inc.   February 1997 - April 2004
xyz  January 2000 - January 2000

Education
Northern State University   1986 — 1989
BA, English

South Dakota State University   1984 — 1986
ba, English

Paul E. Martin Paul E. Martin Greater St. Louis Area Details
Paul E. Martin's A.G. Edwards & Sons, Inc. Experience 1998 - 2007
Job Senior Vice President at U S Trust
Industry Banking
Experience
U S Trust  2008 - Present
A.G. Edwards & Sons, Inc.   1998 - 2007
Prudential Securities  1993 - 1998
Smith Barney  1986 - 1993

Skills
Asset Managment, Equities, Investments, Securities, Investment Banking, Venture Capital, Asset Management, Financial Modeling, Alternative Investments, Private Equity, Investment Management, Strategic Financial..., Mergers & Acquisitions, Financial Advisory, Wealth Management..., Valuation, Due Diligence, Bonds, Equity Research, Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Wealth Management, Capital Markets, Asset Allocation, Financial Analysis, Fixed Income

Education
University of Chicago Graduate School of Business   1982 — 1984
MBA, Finance

Princeton University   1976 — 1980
BA, Economics

St. Louis Country Day School

Brad Warnecke Brad Warnecke Indianapolis, Indiana Details
Brad Warnecke's A.G. Edwards & Sons, Inc. Experience November 1982 - June 1995
Job President at Warnecke Investment Group, An independent firm
Industry Investment Management
Experience
Warnecke Investment Group   August 1995 - Present
A.G. Edwards & Sons, Inc.   November 1982 - June 1995
Indiana State Legislature   January 1980 - November 1982

Skills
Strategic Financial..., Mutual Funds, Estate Planning, Retirement, Securities, Research, Time Management, ETFs, Roth IRA, Cash Flow Forecasting, Asset Management, Strategic Planning, Business Strategy, Alternative Investments, Private Equity, Equities, Hedge Funds

Education
Purdue University   1974 — 1980
Bachelor, Master's degree in public policy and public administration

Kevin Cassells Kevin Cassells Indianapolis, Indiana Area Details
Kevin Cassells's A.G. Edwards & Sons, Inc. Experience July 2003 - June 2006
Job Analyst
Industry Venture Capital & Private Equity
Experience
Hammond Kennedy Whitney & Co.   August 2006 - August 2009
A.G. Edwards & Sons, Inc.   July 2003 - June 2006

Education
Morehouse College   1999 — 2003
Bachelor of Arts, Business Administration; Finance

Jessica Kappler Jessica Kappler Charlotte, North Carolina Area Details
Jessica Kappler's A.G. Edwards & Sons, Inc. Experience February 1993 - July 1998
Job Marketing Consultant at MetLife
Industry Staffing and Recruiting
Experience
MetLife  May 2014 - Present
Jessica Kappler   2011 - Present
Kappler Executive Search   August 2008 - May 2014
Sabbatical  July 1998 - August 2008
A.G. Edwards & Sons, Inc.   February 1993 - July 1998
Memphis Goodwill, Inc.   February 1991 - February 1993

Skills
Strategic Planning, Operations Management, Team Building, Business Strategy, Start-ups, Development and..., Highly creative writing..., Management, Public Relations, Marketing, Program Management, Retail, Recruiting, Newsletters, CRM, Market Research, Marketing Communications

Education
Missouri State University
Bachelor of Arts (BA), Corporate Communications/Marketing

Plato High School

Terra Fox Terra Fox Elizabeth City, North Carolina Details
Terra Fox's A.G. Edwards & Sons, Inc. Experience October 1978 - June 1979
Job Accountant/Consultant
Industry Accounting
Experience
Beach Websites   January 2012 - Present
Jennette Brothers   March 2011 - Present
Fox Payroll Services   October 2009 - Present
KPMG Advisory  January 2008 - October 2009
Jackson Hewitt  December 2004 - April 2005
Terra's Desktop Publishing   April 1992 - April 1994
Kaman Science Corp/ITT Industries   August 1980 - April 1992
Condominium Realty Corp.   June 1979 - June 1980
A.G. Edwards & Sons, Inc.   October 1978 - June 1979

Skills
SAP, Microsoft Excel, Microsoft Office, Eagle, Access, IDEA Data Base, Website Creation, People Skills

Education
Mary Washington College   2005 — 2007
Bachelor of Science (B.S.), Business Administration/Accounting

Northern Virginia Community College   2003 — 2005
Associate's degree, Business Administration

Myrissa Sinnott Myrissa Sinnott Greater New York City Area Details
Myrissa Sinnott's A.G. Edwards & Sons, Inc. Experience April 1999 - December 2003
Job Administrative Assistant
Industry Executive Office
Experience
A.G. Edwards & Sons, Inc.   April 1999 - December 2003
PeopleSoft USA, Inc.   December 1998 - May 1999
Nissho Iwai American Corporation (NIAC)   April 1993 - August 1998

Education
New Jersey City University   1990 — 1992
Business Economics

Megan Coe Megan Coe Seattle, Washington Details
Megan Coe's A.G. Edwards & Sons, Inc. Experience October 2002 - December 2004
Job AVP Sales Manager at 1st Security Bank of Washington
Industry Financial Services
Experience
1st Security Bank of Washington  2014 - Present
Wells Fargo  February 2013 - October 2014
Wells Fargo  November 2011 - February 2013
Wells Fargo Bank  August 2009 - November 2011
Wells Fargo Bank  December 2008 - August 2009
Wells Fargo Bank  2004 - 2006
A.G. Edwards & Sons, Inc.   October 2002 - December 2004

Skills
Banking, Credit, Loans, Compliance, Deposits, Retail Banking, Cross Selling, Customer Service, Hiring, Customer Relations, Sales Management, Small Business, Coaching, Team Building, Process Improvement, Commercial Lending, Management, Sales, Leadership, Consumer Lending, Mortgage Lending, Loan Origination, Finance, Small Business Lending, Microsoft Office, Credit Analysis, Commercial Banking, Mortgage Banking, Marketing

Education
Portland State University - School of Business   2002 — 2007
Business Administration, Finance

John W. Short John W. Short Greater Philadelphia Area Details
John W. Short's A.G. Edwards & Sons, Inc. Experience January 1995 - August 2003
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2010 - Present
Wells Fargo Advisors  October 2008 - July 2010
AG Edwards & Sons  February 2005 - August 2008
A.G. Edwards & Sons, Inc.   January 1995 - August 2003

Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Fixed Income, Equities, Asset Management, Strategic Financial..., Banking, Securities, Alternative Investments, Finance, Financial Advisory, Wealth, Investment Advisory, Bonds, 401k, Series 65, IRAs, Loans, Fixed Annuities, Estate Planning, High Net Worth..., Cash Management, Mortgage Lending

Education
Rowan University   1984 — 1992
Bachelor, Economics

Wharton Business School   2013 — 2016
Securities Industry Institute, Securities Industries Financial Management Ass. Program

St. Augustine Prep, Richland, NJ   1979 — 1983

M. Allan Desloge M. Allan Desloge Greater St. Louis Area Details
M. Allan Desloge's A.G. Edwards & Sons, Inc. Experience January 1994 - November 1994
Job Accounts Receivable Specialist at National Healthcare Collections
Industry Banking
Experience
Dierbergs Supermarkets   June 2013 - August 2013
Bank of America  August 2007 - June 2012
Bank of America  June 2000 - August 2007
NationsBanc Investments / Banc of America Investments   August 1997 - June 2000
Boatmens Investment Services, Inc.   April 1996 - August 1997
Edward Jones & Company   January 1995 - March 1996
A.G. Edwards & Sons, Inc.   January 1994 - November 1994
A.G. Edwards & Sons, Inc.   January 1992 - January 1994
A.G. Edwards & Sons, Inc.   January 1986 - January 1987
A.G. Edwards & Sons, Inc.   January 1982 - January 1986

Skills
Project Management, Relationship Management, Operations Management, Microsoft Office, Compliance, Staff Supervision, G/L Reconciliations, Proprietary Software, Strategic Partnerships, Performance Management, Training Delivery, Securities

Education
Regis University

University of Missouri-Columbia

University of Missouri-St. Louis

Daniel Kichline Daniel Kichline Greater Philadelphia Area Details
Daniel Kichline's A.G. Edwards & Sons, Inc. Experience 1996 - 2000
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments  2006 - Present
Citi Group  2000 - 2006
A.G. Edwards & Sons, Inc.   1996 - 2000

Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Income, Asset Management, Investment Advisory, Securities, Portfolio Management, Equities, Strategic Financial..., Investment Strategies, Alternative Investments, Retirement, Estate Planning, FINRA, Investment Management

Education
Old Dominion University   1987 — 1991
B.S.

Randolph Macon Academy

Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (M.B.A.), Finance, General

Villanova University
M.A.

West Chester University of Pennsylvania
Master of Science (M.S.)

Steven S. Teti, CRC® Steven S. Teti, CRC® Greater Philadelphia Area Details
Steven S. Teti, CRC®'s A.G. Edwards & Sons, Inc. Experience 1988 - 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2009 - Present
Wachovia Securities, LLC  2007 - 2009
A.G. Edwards & Sons, Inc.   1988 - 2007

Education
Rutgers, The State University of New Jersey-Camden
B.A., Business

Erika Stine-Peyrot Erika Stine-Peyrot Greater New York City Area Details
Erika Stine-Peyrot's A.G. Edwards & Sons, Inc. Experience December 1998 - August 2001
Job Business Development at Logfret
Industry Food & Beverages
Experience
Logfret   April 2013 - Present
Fig & Magpie   September 2012 - Present
Americana Hospitality Group  April 2010 - July 2012
A.G. Edwards & Sons, Inc.   December 1998 - August 2001
OECD  June 1997 - August 1997
Destec Energy  June 1995 - December 1996
Financiere Indosuez   June 1994 - December 1994

Skills
Management Accounting, Microsoft Excel, MS Excel Pivot Tables, Job Costing, Financial Analysis, Financial Statement..., Budget Reconciliation

Education
The American University of Paris
BA, Economics, International Business Administration

Pace University-Pleasantville/Briarcliff Campus

Joseph Goldy Joseph Goldy Parsippany, New Jersey Details
Joseph Goldy's A.G. Edwards & Sons, Inc. Experience May 2005 - March 2006
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  March 2008 - Present
Scottrade  July 2007 - March 2008
Scottrade  April 2006 - July 2007
A.G. Edwards & Sons, Inc.   May 2005 - March 2006

Skills
Loans, Securities, Series 7, Banking, Credit, Options, Asset Allocation, Equities, Bonds, Retirement, Financial Markets, Mutual Funds, Series 24, ETFs, Portfolio Management, Investment Strategies, Financial Services, Fixed Income, Retirement Planning, Investments, IRAs, Asset Management, Uniform Combined State..., Customer Service, Sales Management, Branch Management, Management, Leadership, Financial Planning, Wealth Management, Relationship Management, Investment Advisory, Finance, Risk Management

Education
Montclair State University   1996 — 2000
Bachelor of Science (B.S.), Business Administration with Marketing Concentration, GPA 3.70 Dean's List

Parsippany High School

Deborah Portanova Deborah Portanova Greater Chicago Area Details
Deborah Portanova's A.G. Edwards & Sons, Inc. Experience March 2003 - June 2005
Job Production Manager at PJH & Associates, Inc.
Industry Events Services
Experience
PJH & Associates, Inc.   June 2010 - Present
Lutheran General Hospital  December 2007 - June 2009
Howe Barnes Hoefer & Arnett  July 2005 - November 2007
A.G. Edwards & Sons, Inc.   March 2003 - June 2005

Education
National Louis University   1982 — 1986
BA, Human Services

Michael Heimlich, CFA Michael Heimlich, CFA Greater St. Louis Area Details
Michael Heimlich, CFA's A.G. Edwards & Sons, Inc. Experience 2000 - 2008
Job Fixed Income Manager at Edward Jones
Industry Investment Management
Experience
Edward Jones  April 2011 - Present
Scout Investment Advisors   April 2008 - April 2011
A.G. Edwards & Sons, Inc.   2000 - 2008

Skills
Fixed Income, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Wealth Management, Alternative Investments, Bonds, Asset Management, Bloomberg, Investment Advisory, Equities, Series 7, Financial Modeling

Education
Purdue University
BS, Mathematics and Statistics

Michelle Conkovich Michelle Conkovich Greater St. Louis Area Details
Michelle Conkovich's A.G. Edwards & Sons, Inc. Experience January 1994 - September 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Kids First Learning Center  August 2011 - Present
Enterprise Rent-A-Car  September 2004 - November 2006
A.G. Edwards & Sons, Inc.   January 1994 - September 2004

Skills
XP, Software Documentation, Visio, Windows, Windows 7, System Administration, Microsoft Office, Testing, Customer Service, SQL, Technical Support, Information Technology

Education
University of Illinois at Urbana-Champaign   1988 — 1992
Bachelor of Science (B.S.)

Northwestern University

Jennifer Holmes Jennifer Holmes Greater St. Louis Area Details
Jennifer Holmes's A.G. Edwards & Sons, Inc. Experience 2005 - 2007
Job Senior Brokerage Strategy Business Analyst at Scottrade
Industry Financial Services
Experience
Scottrade  2014 - Present
Scottrade  2013 - August 2014
Scottrade  2011 - 2013
Scottrade  2010 - 2011
Scottrade  2007 - 2010
A.G. Edwards & Sons, Inc.   2005 - 2007
Morgan Stanley Smith Barney  2004 - 2005

Skills
Series 9/10, Series 7, Series 66, AAMS (Accredited Asset..., BSC (Business Services..., Life/Health/LTC..., Completed FINRA..., Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Series 24, Investments, Asset Allocation, Options, Banking, Retirement Planning, Brokerage, Equities, Wealth Management, Bonds, Finance, Financial Services, ETFs, Investment Advisory, Portfolio Management, Fixed Income, Investment Strategies, Strategic Financial..., Bloomberg, Retirement, Trading, Financial Markets, Equity Trading

Education
Northern Michigan University
BS, Finance, Economics

Patrick Lyke Patrick Lyke Miami/Fort Lauderdale Area Details
Patrick Lyke's A.G. Edwards & Sons, Inc. Experience August 1999 - June 2000
Job Accounts Receivable / Payroll Specialist at 1800PetMeds
Industry Internet
Experience
1-800-PetMeds   June 2001 - May 2015
A.G. Edwards & Sons, Inc.   August 1999 - June 2000

Skills
Bank Reconciliation, Vlookup, Journal Entries, Accruals, Year-end Close

Education
Nova Southeastern University   2011 — 2015
Bachelor's, Accounting

Kaplan University   2010 — 2011
Associate's degree, Accounting

Vanessa Somerville Vanessa Somerville Greater St. Louis Area Details
Vanessa Somerville's A.G. Edwards & Sons, Inc. Experience 1997 - 2008
Job Vice President & Manager, Human Resources at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   2009 - Present
Wells Fargo Advisors, Formerly A. G. Edwards & Sons, Inc.   2008 - 2009
A.G. Edwards & Sons, Inc.   1997 - 2008
A.G. Edwards & Sons, Inc.   1990 - 1997
A.G. Edwards & Sons, Inc.   1986 - 1990

Skills
Recruiting, Talent Acquisition, Employee Relations, Employee Benefits, Applicant Tracking..., Personnel Management, Leadership, Human Resources, Vendor Management, Onboarding

Education
Royal Holloway, University of London
Bachelor of Arts, French & German

Michael Pentecost Michael Pentecost Denton, Texas Details
Michael Pentecost's A.G. Edwards & Sons, Inc. Experience August 2000 - August 2005
Job Teacher at Denton ISD
Industry Education Management
Experience
Denton ISD  August 2005 - Present
A.G. Edwards & Sons, Inc.   August 2000 - August 2005
Naval Surface Warfare Center  October 1998 - August 2000
Texas A&M University-Commerce  August 1997 - July 1998
Paris Junior College  January 1994 - July 1997

Education
Texas A&M University-Commerce   1994 — 1998
Master's degree, Mathematics

Western Kentucky University   1991 — 1993
Bachelor's degree, Physics

Paris Junior College   1988 — 1991
NA, Physics

Teri Starr Teri Starr Kemah, Texas Details
Teri Starr's A.G. Edwards & Sons, Inc. Experience June 2005 - November 2006
Job On Job Trainer at Dish Network
Industry Telecommunications
Experience
Dish Network  September 2010 - Present
Salem Keizer Public Schools  August 2008 - June 2009
A.G. Edwards & Sons, Inc.   June 2005 - November 2006

Skills
Database Applications, CRM, Microsoft Office, Cisco Technologies, Employee Training, Instructional Technology, Troubleshooting, Access Database, SharePoint

Education
Univeristy of Phoenix   2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Computer Software Engineering

Pioneer Pacific College   2001 — 2004
Associate of Arts and Sciences (AAS), Computer Science

Niall Maughan Niall Maughan Randolph, New Jersey Details
Niall Maughan's A.G. Edwards & Sons, Inc. Experience February 1995 - August 2004
Job V.P Investments at The GMS Group
Industry Financial Services
Experience
The GMS Group  October 2004 - Present
A.G. Edwards & Sons, Inc.   February 1995 - August 2004
Hennion & Walsh  January 1990 - February 1995
Municipal Investor Serv   June 1986 - December 1989

Skills
Wealth Management, Risk Management, Due Diligence, Mergers & Acquisitions, Financial Analysis, Executive Management

Education
Rowan University   1974 — 1978
Business Administration and Management, General

Rowan University

Christopher Spahn, CFP® Christopher Spahn, CFP® Westport, Connecticut Details
Christopher Spahn, CFP®'s A.G. Edwards & Sons, Inc. Experience May 1995 - May 2008
Job First Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS  March 2012 - Present
Wells Fargo Advisors  May 2008 - March 2012
A.G. Edwards & Sons, Inc.   May 1995 - May 2008
W.J. Nolan & Company   September 1991 - May 1995

Education
Providence College   1987 — 1991
Bachelor's Degree, Business Administration and Management, General

Chaminade High School   1983 — 1987
High School Diploma

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