A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at A.G. Edwards & Sons, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,393 A.G. Edwards & Sons, Inc. employees in database. Find out everything there's to know about A.G. Edwards & Sons, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
A.G. Edwards & Sons, Inc. Employees
Employee
Years
Job
Industry
DeeAnna Schexnayder DeeAnna Schexnayder's A.G. Edwards & Sons, Inc. Experience September 2005 - August 2007
Job Office Manager at Katz & Wulff
Industry Law Practice
Experience
Katz & Wulff January 2010 - Present
Tarlton Corporation August 2007 - May 2008
A.G. Edwards & Sons, Inc. September 2005 - August 2007
DPR Construction March 2000 - April 2001
Education
Southwestern Illinois College 2013 — 2015
Associate in Applied Science, Software Development, A
Katz & Wulff January 2010 - Present
Tarlton Corporation August 2007 - May 2008
A.G. Edwards & Sons, Inc. September 2005 - August 2007
DPR Construction March 2000 - April 2001
Education
Southwestern Illinois College 2013 — 2015
Associate in Applied Science, Software Development, A
Dianne Cook Dianne Cook's A.G. Edwards & Sons, Inc. Experience July 1993 - July 1996
Job Retired AVP Marketing Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 1990 - Present
A.G. Edwards & Sons, Inc. July 1993 - July 1996
Tonganoxie High School September 1970 - May 1972
Education
Webster University 1988 — 1990
Master's degree, Finance, General
University of Kansas 1965 — 1969
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Wells Fargo Advisors October 1990 - Present
A.G. Edwards & Sons, Inc. July 1993 - July 1996
Tonganoxie High School September 1970 - May 1972
Education
Webster University 1988 — 1990
Master's degree, Finance, General
University of Kansas 1965 — 1969
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Nicole Carroll Nicole Carroll's A.G. Edwards & Sons, Inc. Experience January 2006 - April 2008
Job Sr. Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
N.A. Teen Center May 2013 - Present
Wells Fargo Advisors July 2012 - Present
A.G. Edwards & Sons, Inc. January 2006 - April 2008
A.G. Edwards & Sons, Inc. 2006 - 2008
Skills
Mutual Funds
Education
Southwestern Illinois College 1997 — 2000
N.A. Teen Center May 2013 - Present
Wells Fargo Advisors July 2012 - Present
A.G. Edwards & Sons, Inc. January 2006 - April 2008
A.G. Edwards & Sons, Inc. 2006 - 2008
Skills
Mutual Funds
Education
Southwestern Illinois College 1997 — 2000
Chung Lieu Chung Lieu's A.G. Edwards & Sons, Inc. Experience August 1998 - June 2008
Job Vice President, Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2008 - Present
A.G. Edwards & Sons, Inc. August 1998 - June 2008
Education
The University of Georgia
B.S., Agricultural Economics
Hilliard Lyons June 2008 - Present
A.G. Edwards & Sons, Inc. August 1998 - June 2008
Education
The University of Georgia
B.S., Agricultural Economics
Cheryl Corley Cheryl Corley's A.G. Edwards & Sons, Inc. Experience May 1995 - February 2008
Job Sales Associate at K&D Countertops
Industry
Experience
K&D Countertops November 2013 - Present
Phoenix Entertainment January 2002 - Present
A.G. Edwards & Sons, Inc. May 1995 - February 2008
A.G. Edwards & Sons, Inc. March 1987 - May 1995
A.G. Edwards & Sons, Inc. May 1985 - March 1987
Skills
Microsoft Word, Customer Service, English, Windows, Research, Teaching, Public Speaking
Education
Southwestern Illinois College
Associate's degree, Marketing/Marketing Management, General
K&D Countertops November 2013 - Present
Phoenix Entertainment January 2002 - Present
A.G. Edwards & Sons, Inc. May 1995 - February 2008
A.G. Edwards & Sons, Inc. March 1987 - May 1995
A.G. Edwards & Sons, Inc. May 1985 - March 1987
Skills
Microsoft Word, Customer Service, English, Windows, Research, Teaching, Public Speaking
Education
Southwestern Illinois College
Associate's degree, Marketing/Marketing Management, General
Gary Baden Gary Baden's A.G. Edwards & Sons, Inc. Experience July 1999 - May 2000
Job Environmental Communications / Environmental Education / Environmental Public Policy
Industry Renewables & Environment
Experience
Transportation Security Administration May 2004 - Present
NCS Pearson March 2004 - April 2004
Yablon Financial Services February 2003 - April 2003
Transportation Security Administration August 2002 - February 2003
NCS Pearson March 2002 - May 2002
Fidelity Brokerage Services, LLC July 2000 - December 2001
A.G. Edwards & Sons, Inc. July 1999 - May 2000
American Funds Group December 1991 - July 1999
Northwestern Mutual October 1990 - October 1991
Texas House of Representatives May 1982 - September 1990
Skills
Public Speaking, Customer Service, Teamwork, Writing, Leadership, Public Policy, Hazardous Materials, Editing, Legislation, Interviews, Environmental Awareness, Government, Management, Risk Assessment, Policy, Training, Marketing, Sales, Microsoft Office, Research, Strategy, Public Relations
Education
University of Maryland University College 2008 — 2010
Certificate, Environmental Management, 3.83 / 4.00
The University of Texas at Austin 1973 — 1976
B.S., Radio-Television-Film, 2.8 / 4.0
Transportation Security Administration May 2004 - Present
NCS Pearson March 2004 - April 2004
Yablon Financial Services February 2003 - April 2003
Transportation Security Administration August 2002 - February 2003
NCS Pearson March 2002 - May 2002
Fidelity Brokerage Services, LLC July 2000 - December 2001
A.G. Edwards & Sons, Inc. July 1999 - May 2000
American Funds Group December 1991 - July 1999
Northwestern Mutual October 1990 - October 1991
Texas House of Representatives May 1982 - September 1990
Skills
Public Speaking, Customer Service, Teamwork, Writing, Leadership, Public Policy, Hazardous Materials, Editing, Legislation, Interviews, Environmental Awareness, Government, Management, Risk Assessment, Policy, Training, Marketing, Sales, Microsoft Office, Research, Strategy, Public Relations
Education
University of Maryland University College 2008 — 2010
Certificate, Environmental Management, 3.83 / 4.00
The University of Texas at Austin 1973 — 1976
B.S., Radio-Television-Film, 2.8 / 4.0
Jeremy Tasset Jeremy Tasset's A.G. Edwards & Sons, Inc. Experience 1998 - 2001
Job Managing Partner, Nueterra Capital Management
Industry Venture Capital & Private Equity
Experience
Nueterra Properties Group December 2011 - Present
Nueterra Capital Management January 2006 - Present
AMETA Corporation 2001 - 2006
A.G. Edwards & Sons, Inc. 1998 - 2001
Education
The University of Kansas 1994 — 1998
B.S., Business Administration
Nueterra Properties Group December 2011 - Present
Nueterra Capital Management January 2006 - Present
AMETA Corporation 2001 - 2006
A.G. Edwards & Sons, Inc. 1998 - 2001
Education
The University of Kansas 1994 — 1998
B.S., Business Administration
Lisa Oberender Maas's A.G. Edwards & Sons, Inc. Experience September 1986 - June 1990
Job Registered Sales Assistant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2012 - Present
RBC Wealth Management May 1992 - November 2012
RBC Dain Rauscher June 1990 - May 1992
A.G. Edwards & Sons, Inc. September 1986 - June 1990
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., ETFs, Investments, Investment Policy..., Series 63, Uniform Combined State..., Asset Allocation, Finance, Equity Trading, Wealth Accumulation, Stocks, 401k Rollovers, Trading, Options, Retirement, IRAs, High Net Worth..., 401k, Separately Managed..., Wealth Management...
Education
The University of Texas at Austin 1985 — 1986
Westwood High School 1983 — 1985
Diploma
Ramstein American High School 1981 — 1983
Stephens Inc. November 2012 - Present
RBC Wealth Management May 1992 - November 2012
RBC Dain Rauscher June 1990 - May 1992
A.G. Edwards & Sons, Inc. September 1986 - June 1990
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., ETFs, Investments, Investment Policy..., Series 63, Uniform Combined State..., Asset Allocation, Finance, Equity Trading, Wealth Accumulation, Stocks, 401k Rollovers, Trading, Options, Retirement, IRAs, High Net Worth..., 401k, Separately Managed..., Wealth Management...
Education
The University of Texas at Austin 1985 — 1986
Westwood High School 1983 — 1985
Diploma
Ramstein American High School 1981 — 1983
Angela Bougeno Angela Bougeno's A.G. Edwards & Sons, Inc. Experience March 1992 - July 1996
Job Office Assistant
Industry Information Technology and Services
Experience
St. Clair Nursing Center January 2014 - Present
Healthline Home Care Agency May 2009 - December 2013
VNA-TIP HealthCare April 2011 - August 2012
Educational Resource Development Trust/SHARE June 2010 - May 2012
Healthline Home Care Agency, LLC May 2009 - August 2010
Gap in regular employment. August 1996 - August 2007
A.G. Edwards & Sons, Inc. March 1992 - July 1996
Community Federal Savings and Loan February 1987 - March 1992
Skills
Microsoft Word, Microsoft Excel, Home Care, Patient Safety, Healthcare, Elder Care, Long-term Care, BLS
Education
Maryville University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, minor in Business Administration, 3.75/4.00
St. Louis Community College 1986 — 1988
Associate of Arts (A.A.), Business Administration, 3.81/4.00
Lindbergh High School 1982 — 1986
Diploma, General/Business, GPA 3.77/4.00
St. Clair Nursing Center January 2014 - Present
Healthline Home Care Agency May 2009 - December 2013
VNA-TIP HealthCare April 2011 - August 2012
Educational Resource Development Trust/SHARE June 2010 - May 2012
Healthline Home Care Agency, LLC May 2009 - August 2010
Gap in regular employment. August 1996 - August 2007
A.G. Edwards & Sons, Inc. March 1992 - July 1996
Community Federal Savings and Loan February 1987 - March 1992
Skills
Microsoft Word, Microsoft Excel, Home Care, Patient Safety, Healthcare, Elder Care, Long-term Care, BLS
Education
Maryville University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, minor in Business Administration, 3.75/4.00
St. Louis Community College 1986 — 1988
Associate of Arts (A.A.), Business Administration, 3.81/4.00
Lindbergh High School 1982 — 1986
Diploma, General/Business, GPA 3.77/4.00
Kendall Turnage Kendall Turnage's A.G. Edwards & Sons, Inc. Experience February 1990 - October 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
A.G. Edwards & Sons, Inc. February 1990 - October 2008
J.C. Bradford 1988 - 1990
Howard Weil 1986 - 1988
Skills
Retirement Planning, Investment Management, IRAs, 401k, Equities, Fixed Income, Small Business, Retirement, Investment Advisory, Mutual Funds, College Education...
Education
University of Southern Mississippi 1983 — 1985
Bachelor of Science, Banking and Finance
Southwest Mississippi Community College 1981 — 1983
Associate's degree, General Studies
Wells Fargo Advisors, LLC October 2008 - Present
A.G. Edwards & Sons, Inc. February 1990 - October 2008
J.C. Bradford 1988 - 1990
Howard Weil 1986 - 1988
Skills
Retirement Planning, Investment Management, IRAs, 401k, Equities, Fixed Income, Small Business, Retirement, Investment Advisory, Mutual Funds, College Education...
Education
University of Southern Mississippi 1983 — 1985
Bachelor of Science, Banking and Finance
Southwest Mississippi Community College 1981 — 1983
Associate's degree, General Studies
Rob Bliven Rob Bliven's A.G. Edwards & Sons, Inc. Experience 1987 - 2004
Job Bliven Vision Creative
Industry Graphic Design
Experience
Good Earth Tools, Ballast Tools, Ballast Tools Equipment June 2005 - January 2013
Bliven•Vision 1988 - 2013
Ever Extruder June 2005 - December 2012
A.G. Edwards & Sons, Inc. 1987 - 2004
Robert Falk Design Group 1984 - 1987
United Van Lines 1983 - 1984
Obata Design 1982 - 1983
Vitronic Promotional Group 1980 - 1982
Skills
Photography, Technical Writing, Illustration, Advertising, Graphics, Editing, Video, Trade Shows, Multimedia, Graphic Design, Photoshop, Web Design, Dreamweaver, Illustrator, Adobe Creative Suite, SEO, HTML, Adobe Acrobat, Flash, Email Marketing, Social Media, Layout, InDesign, Web Development, Art Direction, Brochures, Social Media Marketing, Writing, Marketing Communications, Marketing Strategy, Online Marketing, Public Relations, Word, Logo Design, Creative Development, Corporate Identity, Brand Development, Website Development, Customer Relations, Event Planning, Promotions, Copywriting, E-commerce, Microsoft Office, Problem Solving, PowerPoint, Product Development, Web Analytics, Creative Direction, Digital Photography
Education
University of Missouri-Saint Louis 1982 — 1984
BFA, Marketing
St. Louis Community College 1980 — 1982
Associates, Commercial art and graphic design
Good Earth Tools, Ballast Tools, Ballast Tools Equipment June 2005 - January 2013
Bliven•Vision 1988 - 2013
Ever Extruder June 2005 - December 2012
A.G. Edwards & Sons, Inc. 1987 - 2004
Robert Falk Design Group 1984 - 1987
United Van Lines 1983 - 1984
Obata Design 1982 - 1983
Vitronic Promotional Group 1980 - 1982
Skills
Photography, Technical Writing, Illustration, Advertising, Graphics, Editing, Video, Trade Shows, Multimedia, Graphic Design, Photoshop, Web Design, Dreamweaver, Illustrator, Adobe Creative Suite, SEO, HTML, Adobe Acrobat, Flash, Email Marketing, Social Media, Layout, InDesign, Web Development, Art Direction, Brochures, Social Media Marketing, Writing, Marketing Communications, Marketing Strategy, Online Marketing, Public Relations, Word, Logo Design, Creative Development, Corporate Identity, Brand Development, Website Development, Customer Relations, Event Planning, Promotions, Copywriting, E-commerce, Microsoft Office, Problem Solving, PowerPoint, Product Development, Web Analytics, Creative Direction, Digital Photography
Education
University of Missouri-Saint Louis 1982 — 1984
BFA, Marketing
St. Louis Community College 1980 — 1982
Associates, Commercial art and graphic design
Jim Boaz's A.G. Edwards & Sons, Inc. Experience November 1994 - October 2007
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial October 2007 - Present
A.G. Edwards & Sons, Inc. November 1994 - October 2007
Skills
Retirement Planning, Tactical Asset..., Strategic Financial..., Investments, Asset Allocation, Estate Planning, 401k, Portfolio Management, Life Insurance, Investment Management, Wealth Management
Education
Texas Christian University 1978 — 1982
B.S., Journalism / Advertising
LPL Financial October 2007 - Present
A.G. Edwards & Sons, Inc. November 1994 - October 2007
Skills
Retirement Planning, Tactical Asset..., Strategic Financial..., Investments, Asset Allocation, Estate Planning, 401k, Portfolio Management, Life Insurance, Investment Management, Wealth Management
Education
Texas Christian University 1978 — 1982
B.S., Journalism / Advertising
Kristin Copeland, PHR's A.G. Edwards & Sons, Inc. Experience June 1999 - June 2005
Job HR Generalist at Emerson
Industry Mechanical or Industrial Engineering
Experience
Emerson Climate Technologies - Hermetic Motor December 2013 - Present
Intelligrated, Inc. March 2011 - December 2013
Hortica Insurance & Employee Benefits January 2007 - March 2011
United Way of Greater St. Louis June 2005 - January 2007
A.G. Edwards & Sons, Inc. June 1999 - June 2005
Skills
Employment Law, Coaching, New Hire Orientations, Sourcing, Leadership, PeopleSoft, Microsoft Office, FMLA, Internet Recruiting, Process Improvement, Technical Recruiting, Leadership Development, Temporary Staffing, Customer Service, Temporary Placement, Team Building, Microsoft Excel, Job Analysis, Payroll, Management
Education
University of Kansas 1993 — 1997
Bachelors, Social Work
Emerson Climate Technologies - Hermetic Motor December 2013 - Present
Intelligrated, Inc. March 2011 - December 2013
Hortica Insurance & Employee Benefits January 2007 - March 2011
United Way of Greater St. Louis June 2005 - January 2007
A.G. Edwards & Sons, Inc. June 1999 - June 2005
Skills
Employment Law, Coaching, New Hire Orientations, Sourcing, Leadership, PeopleSoft, Microsoft Office, FMLA, Internet Recruiting, Process Improvement, Technical Recruiting, Leadership Development, Temporary Staffing, Customer Service, Temporary Placement, Team Building, Microsoft Excel, Job Analysis, Payroll, Management
Education
University of Kansas 1993 — 1997
Bachelors, Social Work
Bruce Melton Bruce Melton's A.G. Edwards & Sons, Inc. Experience August 1986 - January 2008
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards & Sons, Inc. August 1986 - January 2008
Skills
Bonds, Investments, Wealth Management, Retirement Planning, IRAs, Mutual Funds, Asset Allocation, Unit Investment Trusts, Investment Strategies
Education
Texas A&M University
Master's degree, Agricultural Business and Management
Texas Tech University
Bachelor's degree, Agricultural Education
Benjamin F. Edwards & Co. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards & Sons, Inc. August 1986 - January 2008
Skills
Bonds, Investments, Wealth Management, Retirement Planning, IRAs, Mutual Funds, Asset Allocation, Unit Investment Trusts, Investment Strategies
Education
Texas A&M University
Master's degree, Agricultural Business and Management
Texas Tech University
Bachelor's degree, Agricultural Education
Lauren Renée Casper Lauren Renée Casper's A.G. Edwards & Sons, Inc. Experience December 2006 - November 2007
Job Order Processing Manager at SABRE Security Equipment Corporation
Industry Law Enforcement
Experience
SABRE - Security Equipment Corporation February 2013 - Present
Pies For Pups *{sweet treats to benefit sweet pups}* October 2012 - Present
Winslows Home & Farm May 2009 - August 2010
St. Louis Chocolate November 2007 - August 2009
A.G. Edwards & Sons, Inc. December 2006 - November 2007
Skills
Management, Customer Service, Purchase Orders, Account Management, Peachtree, Microsoft Word, Baking, Mass Production, Time Management, Inventory Management, Employee Training, Mac, Sewing, Chef, Catering, Cooking, Data Entry, Food, Problem Solving, Fundraising
Education
St. Louis Community College
Associate's Degree, Applied Science - Accounting
Nerinx Hall High School 1997 — 2001
High School
SABRE - Security Equipment Corporation February 2013 - Present
Pies For Pups *{sweet treats to benefit sweet pups}* October 2012 - Present
Winslows Home & Farm May 2009 - August 2010
St. Louis Chocolate November 2007 - August 2009
A.G. Edwards & Sons, Inc. December 2006 - November 2007
Skills
Management, Customer Service, Purchase Orders, Account Management, Peachtree, Microsoft Word, Baking, Mass Production, Time Management, Inventory Management, Employee Training, Mac, Sewing, Chef, Catering, Cooking, Data Entry, Food, Problem Solving, Fundraising
Education
St. Louis Community College
Associate's Degree, Applied Science - Accounting
Nerinx Hall High School 1997 — 2001
High School
Adam Allen Adam Allen's A.G. Edwards & Sons, Inc. Experience January 2001 - January 2008
Job Financial Advisor / Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. July 2009 - Present
Wells Fargo Advisors January 2008 - June 2009
A.G. Edwards & Sons, Inc. January 2001 - January 2008
Skills
Life Insurance, Disability Insurance, Organizational..., Investments, Retirement Planning, Retirement Income..., Investment Planning, Employer Retirement..., Business Succession..., Asset Allocation, 401k Rollovers, Long Term Care Insurance, Public Speaking, Estate Planning, Trust Services
Education
Taylor University 1989 — 1992
Bachelor of Science (BS)
Center Grove High School 1984 — 1988
Raymond James Financial Inc. July 2009 - Present
Wells Fargo Advisors January 2008 - June 2009
A.G. Edwards & Sons, Inc. January 2001 - January 2008
Skills
Life Insurance, Disability Insurance, Organizational..., Investments, Retirement Planning, Retirement Income..., Investment Planning, Employer Retirement..., Business Succession..., Asset Allocation, 401k Rollovers, Long Term Care Insurance, Public Speaking, Estate Planning, Trust Services
Education
Taylor University 1989 — 1992
Bachelor of Science (BS)
Center Grove High School 1984 — 1988
Andrew Boehner Andrew Boehner's A.G. Edwards & Sons, Inc. Experience June 2007 - August 2007
Job Senior Corporate Ticket Sales Manager at Pacers Sports & Entertainment
Industry Sports
Experience
Pacers Sports & Entertainment August 2014 - Present
Pacers Sports & Entertainment July 2012 - August 2014
Pacers Sports & Entertainment April 2011 - July 2012
Pacers Sports & Entertainment June 2010 - April 2011
GE Capital September 2008 - February 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Sales, Marketing, Investments, Email Marketing, Sports Marketing, Ticket Sales, Time Management, Social Media Marketing, Sports Management, Event Planning, Cold Calling, Leadership, Customer Service
Education
University of Oklahoma - Price College of Business 2005 — 2008
BBA, Finance
Southwestern University 2004 — 2005
Business
Pacers Sports & Entertainment August 2014 - Present
Pacers Sports & Entertainment July 2012 - August 2014
Pacers Sports & Entertainment April 2011 - July 2012
Pacers Sports & Entertainment June 2010 - April 2011
GE Capital September 2008 - February 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Sales, Marketing, Investments, Email Marketing, Sports Marketing, Ticket Sales, Time Management, Social Media Marketing, Sports Management, Event Planning, Cold Calling, Leadership, Customer Service
Education
University of Oklahoma - Price College of Business 2005 — 2008
BBA, Finance
Southwestern University 2004 — 2005
Business
Cheri Milam Roman Cheri Milam Roman's A.G. Edwards & Sons, Inc. Experience June 1994 - January 1996
Job Agency Owner/President, Roman Agency, Inc., an exclusive ALLSTATE agency
Industry Insurance
Experience
Roman Agency, Inc., an exclusive Allstate agency January 2011 - Present
Self Employed Musician July 2002 - Present
Del Mar College August 2009 - September 2010
Stifel Nicolaus/Wachovia Securities/A.G. Edwards July 2007 - October 2009
Multi-Financial Securities Corporation February 1996 - August 2005
A.G. Edwards & Sons, Inc. June 1994 - January 1996
Merrill Lynch February 1988 - June 1994
Skills
Public Speaking, Investments, Customer Service, Insurance, Stocks, Mutual Funds, Marketing, Investment Advisory, Music, Portfolio Management, Leadership, Employee Benefits, Social Media Marketing
Education
Jakarta International School
Texas A&M University-Corpus Christi
M.B.A., Marketing
The University of Texas at Austin
B.S., Education, ENGLISH
Roman Agency, Inc., an exclusive Allstate agency January 2011 - Present
Self Employed Musician July 2002 - Present
Del Mar College August 2009 - September 2010
Stifel Nicolaus/Wachovia Securities/A.G. Edwards July 2007 - October 2009
Multi-Financial Securities Corporation February 1996 - August 2005
A.G. Edwards & Sons, Inc. June 1994 - January 1996
Merrill Lynch February 1988 - June 1994
Skills
Public Speaking, Investments, Customer Service, Insurance, Stocks, Mutual Funds, Marketing, Investment Advisory, Music, Portfolio Management, Leadership, Employee Benefits, Social Media Marketing
Education
Jakarta International School
Texas A&M University-Corpus Christi
M.B.A., Marketing
The University of Texas at Austin
B.S., Education, ENGLISH
Jack Hirschman Jack Hirschman's A.G. Edwards & Sons, Inc. Experience May 2006 - August 2006
Job Private Wealth Advisor at Sunbelt Securities, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. March 2010 - Present
Ameriprise Financial October 2007 - March 2010
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Alternative Investments, Retirement Planning, Estate Planning, Saving for Education, Wealth Management, 401k, Series 7, Series 66
Education
Texas A&M University 2002 — 2007
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Sunbelt Securties, Inc. March 2010 - Present
Ameriprise Financial October 2007 - March 2010
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Alternative Investments, Retirement Planning, Estate Planning, Saving for Education, Wealth Management, 401k, Series 7, Series 66
Education
Texas A&M University 2002 — 2007
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Carolyn Luster, PHR-CA Carolyn Luster, PHR-CA's A.G. Edwards & Sons, Inc. Experience 1997 - 2003
Job Humboldt State University
Industry Higher Education
Experience
Green Diamond Resource Company September 2013 - September 2014
California Redwood Company January 2012 - September 2013
California Redwood Company June 2006 - December 2011
United Parcel Service 2003 - May 2006
A.G. Edwards & Sons, Inc. 1997 - 2003
Skills
Employee Relations, Change Management, Compliance, HRIS, Project Management, Labor Relations, Industrial Safety, Financial Planning, Recruiting, Strategic Financial..., Team Building, Management, Performance Management, Human Resources, Succession Planning, Organizational..., Employee Benefits, Policy, Payroll, ADP Payroll, HR Policies, Onboarding, Benefits Administration, FMLA
Education
The College of Idaho 1992 — 1996
BA, Business Administration, Psychology
Crane Union High School 1987 — 1991
Green Diamond Resource Company September 2013 - September 2014
California Redwood Company January 2012 - September 2013
California Redwood Company June 2006 - December 2011
United Parcel Service 2003 - May 2006
A.G. Edwards & Sons, Inc. 1997 - 2003
Skills
Employee Relations, Change Management, Compliance, HRIS, Project Management, Labor Relations, Industrial Safety, Financial Planning, Recruiting, Strategic Financial..., Team Building, Management, Performance Management, Human Resources, Succession Planning, Organizational..., Employee Benefits, Policy, Payroll, ADP Payroll, HR Policies, Onboarding, Benefits Administration, FMLA
Education
The College of Idaho 1992 — 1996
BA, Business Administration, Psychology
Crane Union High School 1987 — 1991
Diane E. Casey's A.G. Edwards & Sons, Inc. Experience 1988 - 1991
Job Executive Assistant at Feeley & Driscoll, P.C.
Industry Accounting
Experience
Feeley & Driscoll, P.C. July 1996 - Present
Gatehouse Companies 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Skills
Administrative..., Auditing, Office Management, Financial Reporting, Microsoft Excel, Accounting, Financial Statements, QuickBooks, Management
Education
Springfield College 1984 — 1988
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.6 GPA
North Reading High School 1980 — 1984
High School Diploma
Feeley & Driscoll, P.C. July 1996 - Present
Gatehouse Companies 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Skills
Administrative..., Auditing, Office Management, Financial Reporting, Microsoft Excel, Accounting, Financial Statements, QuickBooks, Management
Education
Springfield College 1984 — 1988
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.6 GPA
North Reading High School 1980 — 1984
High School Diploma
Cindy Pool Cindy Pool's A.G. Edwards & Sons, Inc. Experience September 1990 - November 1991
Job City Council Member, District 3
Industry Government Administration
Experience
City of Ellisville, Missouri April 2013 - Present
Smart Growth America June 2014 - Present
Girl Scouts of Eastern Missouri September 2000 - April 2013
Girl Scouts of Eastern Missouri September 2000 - June 2012
GSUSA April 2008 - April 2011
GSEM May 2007 - May 2009
Mother of Perpetual Help Assisted Living Center 1996 - 1998
PracticeMatch 1992 - 1995
Kidder Peabody 1991 - 1992
A.G. Edwards & Sons, Inc. September 1990 - November 1991
Skills
Event Planning, Data Entry, Conflict Resolution, Statistics, Volunteer Management, Non-profits, Fundraising, Public Speaking, Editing, Customer Service, Teaching, Event Management, Nonprofits, Management, Program Management, Marketing, Community Outreach, Recruiting, Leadership, Policy, Strategic Planning, Social Media, Team Building
Education
St. Louis Community College 1990 — 1991
General Studies - Psychology
Brazosport College 1988 — 1990
Brazoswood High School 1984 — 1988
St. Richards 1979 — 1984
City of Ellisville, Missouri April 2013 - Present
Smart Growth America June 2014 - Present
Girl Scouts of Eastern Missouri September 2000 - April 2013
Girl Scouts of Eastern Missouri September 2000 - June 2012
GSUSA April 2008 - April 2011
GSEM May 2007 - May 2009
Mother of Perpetual Help Assisted Living Center 1996 - 1998
PracticeMatch 1992 - 1995
Kidder Peabody 1991 - 1992
A.G. Edwards & Sons, Inc. September 1990 - November 1991
Skills
Event Planning, Data Entry, Conflict Resolution, Statistics, Volunteer Management, Non-profits, Fundraising, Public Speaking, Editing, Customer Service, Teaching, Event Management, Nonprofits, Management, Program Management, Marketing, Community Outreach, Recruiting, Leadership, Policy, Strategic Planning, Social Media, Team Building
Education
St. Louis Community College 1990 — 1991
General Studies - Psychology
Brazosport College 1988 — 1990
Brazoswood High School 1984 — 1988
St. Richards 1979 — 1984
Betsy Lueg's A.G. Edwards & Sons, Inc. Experience June 1999 - May 2007
Job First Vice President, EBusiness Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Wells Fargo Advisors January 2009 - Present
Wachovia Securities June 2007 - December 2008
A.G. Edwards & Sons, Inc. June 1999 - May 2007
Edward Jones June 1997 - May 1999
Wave Technologies International April 1993 - May 1997
Hill's Pet Nutrition May 1992 - January 1993
Skills
Financial Services, Business Analysis, Internal Communications, Marketing Strategy, Marketing, Series 7, SDLC, Risk Management, Series 63, Vendor Management, Process Improvement, Requirements Gathering, Digital Marketing, Web Content Management, Leadership, User Experience, Management
Education
University of Kansas
Bachelor of Science (BS), Journalism and Mass Communications with discipline in Business Communications
Thor Hoppess's A.G. Edwards & Sons, Inc. Experience February 2002 - March 2006
Job Financial Advisor Vice President at Hoppess, Williams & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Hoppess & Williams Financial Group at Wells Fargo Advisors,LLC May 2007 - March 2014
Smith Barney March 2006 - May 2007
A.G. Edwards & Sons, Inc. February 2002 - March 2006
A.G. Edwards & Sons, Inc. December 1994 - February 2002
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Arts, Political Science and Communications
Sherman High School
Ameriprise Financial Services, Inc. April 2014 - Present
Hoppess & Williams Financial Group at Wells Fargo Advisors,LLC May 2007 - March 2014
Smith Barney March 2006 - May 2007
A.G. Edwards & Sons, Inc. February 2002 - March 2006
A.G. Edwards & Sons, Inc. December 1994 - February 2002
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Arts, Political Science and Communications
Sherman High School
Ryan J. Lehman, CFA, CAIA Ryan J. Lehman, CFA, CAIA's A.G. Edwards & Sons, Inc. Experience January 2005 - May 2005
Job Director of Investments at Integrated Capital Management, Inc.
Industry Investment Management
Experience
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Christine Hamm Christine Hamm's A.G. Edwards & Sons, Inc. Experience August 2002 - August 2006
Job Product Specialist at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters August 2006 - Present
A.G. Edwards & Sons, Inc. August 2002 - August 2006
A.G. Edwards & Sons, Inc. May 1998 - August 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Data Analysis, Software Documentation, Research, Access, Training, Databases, Program Management, Visio, Change Management, Team Leadership, Call Centers, Project Management, Sales, Management, Leadership, Process Improvement, Account Management, Market Data, Analysis, Financial Markets, Troubleshooting, System Administration, Quality Assurance, Cross-functional Team..., Salesforce.com, Team Management, Business Analysis, Siebel, Vendor Management
Education
Southwestern Illinois College 2001 — 2004
Associate of Science (A.S.), Hospitality and Foodservice Management
Thomson Reuters August 2006 - Present
A.G. Edwards & Sons, Inc. August 2002 - August 2006
A.G. Edwards & Sons, Inc. May 1998 - August 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Data Analysis, Software Documentation, Research, Access, Training, Databases, Program Management, Visio, Change Management, Team Leadership, Call Centers, Project Management, Sales, Management, Leadership, Process Improvement, Account Management, Market Data, Analysis, Financial Markets, Troubleshooting, System Administration, Quality Assurance, Cross-functional Team..., Salesforce.com, Team Management, Business Analysis, Siebel, Vendor Management
Education
Southwestern Illinois College 2001 — 2004
Associate of Science (A.S.), Hospitality and Foodservice Management
John Absolon John Absolon's A.G. Edwards & Sons, Inc. Experience June 1990 - August 2004
Job Senior Compliance Administrator at LCEF
Industry Financial Services
Experience
LCEF August 2004 - Present
A.G. Edwards & Sons, Inc. June 1990 - August 2004
Croghan & Croghan P.C. Certified Public Accountants May 1987 - June 1990
Skills
Financial Services, Mortgage Lending, Capital Markets, Bonds, Investments, Financial Markets, Customer Service, Volunteer Management, Due Diligence, Securities, Mutual Funds, Residential Mortgages, ETFs, Banking, Leadership, Series 7 Registered..., Series 63 Registered..., IRS 501(c)(3)..., Corporate Governance, Equities, Auditing, Finance, Management
Education
University of Missouri-Saint Louis 1987 — 1990
BSBA, Management/Marketing
St. Louis Community College 1984 — 1987
Associate of Arts (A.A.), Business Administration and Management, General
LCEF August 2004 - Present
A.G. Edwards & Sons, Inc. June 1990 - August 2004
Croghan & Croghan P.C. Certified Public Accountants May 1987 - June 1990
Skills
Financial Services, Mortgage Lending, Capital Markets, Bonds, Investments, Financial Markets, Customer Service, Volunteer Management, Due Diligence, Securities, Mutual Funds, Residential Mortgages, ETFs, Banking, Leadership, Series 7 Registered..., Series 63 Registered..., IRS 501(c)(3)..., Corporate Governance, Equities, Auditing, Finance, Management
Education
University of Missouri-Saint Louis 1987 — 1990
BSBA, Management/Marketing
St. Louis Community College 1984 — 1987
Associate of Arts (A.A.), Business Administration and Management, General
Lynn Alpert Lynn Alpert's A.G. Edwards & Sons, Inc. Experience August 2000 - December 2006
Job Children's Book Author / Illustrator | Graphic Designer
Industry Graphic Design
Experience
Lynn Alpert Studios March 2010 - Present
Fiery Red Creative March 2010 - Present
Wells Fargo Advisors, LLC July 2008 - December 2009
Wachovia Securities, LLC January 2007 - June 2008
A.G. Edwards & Sons, Inc. August 2000 - December 2006
Lynn Alpert Design 1997 - 2000
Skills
Graphic Design, Corporate Identity, Digital Illustration, Illustration, Illustrator, Adobe Creative Suite, Graphics, Books, Logo Design, Art Direction, Photoshop, Picture Books, Character Design, Posters, Brochures, InDesign, Advertising, Layout, Brand Development, Newsletters, QuarkXPress, Magazines, Typography, Marketing Communications, Creative Development, Corporate Communications, Creative Direction, Production, Dreamweaver, Web Design, Wordpress, Mac, Catalogs, Business Cards, Book Covers, Blogging, Concept Design, Branding & Identity, Book Design, Vector Illustration
Education
St. Louis Community College
Associate, Commercial Art/Ad Design
Lynn Alpert Studios March 2010 - Present
Fiery Red Creative March 2010 - Present
Wells Fargo Advisors, LLC July 2008 - December 2009
Wachovia Securities, LLC January 2007 - June 2008
A.G. Edwards & Sons, Inc. August 2000 - December 2006
Lynn Alpert Design 1997 - 2000
Skills
Graphic Design, Corporate Identity, Digital Illustration, Illustration, Illustrator, Adobe Creative Suite, Graphics, Books, Logo Design, Art Direction, Photoshop, Picture Books, Character Design, Posters, Brochures, InDesign, Advertising, Layout, Brand Development, Newsletters, QuarkXPress, Magazines, Typography, Marketing Communications, Creative Development, Corporate Communications, Creative Direction, Production, Dreamweaver, Web Design, Wordpress, Mac, Catalogs, Business Cards, Book Covers, Blogging, Concept Design, Branding & Identity, Book Design, Vector Illustration
Education
St. Louis Community College
Associate, Commercial Art/Ad Design
albert bear bender's A.G. Edwards & Sons, Inc. Experience August 1997 - September 2007
Job Equity Private Placements
Industry Investment Banking
Experience
Wells Fargo Securities March 2009 - July 2015
Wachovia Securities September 2007 - March 2009
A.G. Edwards & Sons, Inc. August 1997 - September 2007
Armstrong Teasdale LLP March 1994 - June 1997
Gibson Dunn & Crutcher October 1986 - January 1994
Skills
Capital Markets, Investments, Private Equity, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Mergers, Venture Capital, Finance, Equities
Education
Vanderbilt University Law School 1983 — 1986
JD, Law
Vanderbilt University 1980 — 1983
BA, Economics, magna cum laude
Southern Methodist University 1979 — 1980
Wells Fargo Securities March 2009 - July 2015
Wachovia Securities September 2007 - March 2009
A.G. Edwards & Sons, Inc. August 1997 - September 2007
Armstrong Teasdale LLP March 1994 - June 1997
Gibson Dunn & Crutcher October 1986 - January 1994
Skills
Capital Markets, Investments, Private Equity, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Mergers, Venture Capital, Finance, Equities
Education
Vanderbilt University Law School 1983 — 1986
JD, Law
Vanderbilt University 1980 — 1983
BA, Economics, magna cum laude
Southern Methodist University 1979 — 1980
Bryan Hutto Bryan Hutto's A.G. Edwards & Sons, Inc. Experience 1995 - 2004
Job Financial Advisor Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Dick Layton Dick Layton's A.G. Edwards & Sons, Inc. Experience October 1989 - September 2007
Job Director at Public Financial Management, Inc.
Industry Financial Services
Experience
Public Financial Management, Inc. January 2013 - Present
Robert W. Baird & Co. July 2009 - January 2013
Wells Fargo Bank September 2007 - July 2009
A.G. Edwards & Sons, Inc. October 1989 - September 2007
Interstate/Johnson Lane April 1987 - October 1989
Trust Company Bank August 1982 - April 1987
City of Atlanta 1977 - 1982
Research Atlanta 1973 - 1977
Skills
Securities, Private Equity, Series 7, Capital Markets, Investments, Due Diligence, Asset Management, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Bonds, Corporate Governance, Investment Banking, Finance, Credit Analysis, Fixed Income, Series 63, Strategic Financial..., Alternative Investments, Banking
Education
Trinity University 1972 — 1974
MA, Urban Studies, Public Finance, Graduated First in Class
Texas Christian University 1965 — 1969
BA, History, English, Graduated cum laude
Thomas Jefferson High School, San Antonio, Texas 1962 — 1965
Public Financial Management, Inc. January 2013 - Present
Robert W. Baird & Co. July 2009 - January 2013
Wells Fargo Bank September 2007 - July 2009
A.G. Edwards & Sons, Inc. October 1989 - September 2007
Interstate/Johnson Lane April 1987 - October 1989
Trust Company Bank August 1982 - April 1987
City of Atlanta 1977 - 1982
Research Atlanta 1973 - 1977
Skills
Securities, Private Equity, Series 7, Capital Markets, Investments, Due Diligence, Asset Management, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Bonds, Corporate Governance, Investment Banking, Finance, Credit Analysis, Fixed Income, Series 63, Strategic Financial..., Alternative Investments, Banking
Education
Trinity University 1972 — 1974
MA, Urban Studies, Public Finance, Graduated First in Class
Texas Christian University 1965 — 1969
BA, History, English, Graduated cum laude
Thomas Jefferson High School, San Antonio, Texas 1962 — 1965
Ryan Cain, CFA Ryan Cain, CFA's A.G. Edwards & Sons, Inc. Experience March 2006 - July 2007
Job Investment Manager at KPMG Capital
Industry Financial Services
Experience
KPMG Capital August 2013 - Present
Embark Wealth Management November 2010 - May 2012
Morgan Stanley November 2009 - November 2010
UBS July 2007 - November 2009
A.G. Edwards & Sons, Inc. March 2006 - July 2007
PwC January 2001 - March 2006
Skills
Financial Modeling, Analysis, Finance, Investments, Equity Research, Financial Analysis, Valuation, Sarbanes-Oxley Act, Due Diligence, Capital Markets, Corporate Finance, Marketing Strategy, Financial Services, Internal Controls, Internal Audit
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
KPMG Capital August 2013 - Present
Embark Wealth Management November 2010 - May 2012
Morgan Stanley November 2009 - November 2010
UBS July 2007 - November 2009
A.G. Edwards & Sons, Inc. March 2006 - July 2007
PwC January 2001 - March 2006
Skills
Financial Modeling, Analysis, Finance, Investments, Equity Research, Financial Analysis, Valuation, Sarbanes-Oxley Act, Due Diligence, Capital Markets, Corporate Finance, Marketing Strategy, Financial Services, Internal Controls, Internal Audit
Education
The University of Texas at Austin 1996 — 2000
BA, Economics
Bob Bjorseth's A.G. Edwards & Sons, Inc. Experience 1998 - 2001
Job Investment Manager at Bukaty Companies
Industry Insurance
Experience
Bukaty Companies July 2009 - Present
The Wealth Management Group 2006 - 2009
Smith Barney 2001 - 2007
A.G. Edwards & Sons, Inc. 1998 - 2001
Skills
Risk Management, Investments, Retirement Planning, Wealth Management, Asset Management, Cash Management, Alternative Investments, Portfolio Management, Equities, Financial Advisory, Investment Management, Mutual Funds, Management, Securities, Asset Managment, Insurance, Series 7, Finance, Strategic Financial..., FINRA, Asset Allocation
Education
University of Kansas 1990 — 1994
Business Communications
Bukaty Companies July 2009 - Present
The Wealth Management Group 2006 - 2009
Smith Barney 2001 - 2007
A.G. Edwards & Sons, Inc. 1998 - 2001
Skills
Risk Management, Investments, Retirement Planning, Wealth Management, Asset Management, Cash Management, Alternative Investments, Portfolio Management, Equities, Financial Advisory, Investment Management, Mutual Funds, Management, Securities, Asset Managment, Insurance, Series 7, Finance, Strategic Financial..., FINRA, Asset Allocation
Education
University of Kansas 1990 — 1994
Business Communications
Philip Lambing, MBA Philip Lambing, MBA's A.G. Edwards & Sons, Inc. Experience January 1985 - January 1986
Job Director of Training
Industry Financial Services
Experience
Midwood Financial Services January 2014 - Present
CUNA Mutual Group May 2010 - February 2013
ING Financial Partners March 2000 - February 2009
FIMCO (Financial Institution Marketing Company) August 1994 - February 2000
MARKETING ONE INC January 1993 - August 1994
WALL STREET INVESTOR SERVICES (WSIS) January 1992 - January 1993
Reliance - United Pacific Life - United Pacific Financial Services (UPFS) January 1988 - January 1992
AMA Advisors 1988 - 1989
Tri-Arc Agency/Philadelphia Savings Fund Society (PSFS) June 1986 - April 1988
A.G. Edwards & Sons, Inc. January 1985 - January 1986
Skills
Securities, Insurance, Compliance, Business Planning, Mutual Funds, Retirement, 401k, Asset Allocation, Retirement Planning, Wealth Management, IRA's, Annuities, Pensions, Series 7, Series 63, Public Speaking, Sales Management, Series 24, Asset Management, Management, Life Insurance, Fixed Annuities, Financial Advisory, Investments, Finance, FINRA, Banking, Investment Advisory, Series 6, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Leadership, Financial Services
Education
Temple University - Fox School of Business and Management 1981 — 1983
MBA, Finance
Midwood Financial Services January 2014 - Present
CUNA Mutual Group May 2010 - February 2013
ING Financial Partners March 2000 - February 2009
FIMCO (Financial Institution Marketing Company) August 1994 - February 2000
MARKETING ONE INC January 1993 - August 1994
WALL STREET INVESTOR SERVICES (WSIS) January 1992 - January 1993
Reliance - United Pacific Life - United Pacific Financial Services (UPFS) January 1988 - January 1992
AMA Advisors 1988 - 1989
Tri-Arc Agency/Philadelphia Savings Fund Society (PSFS) June 1986 - April 1988
A.G. Edwards & Sons, Inc. January 1985 - January 1986
Skills
Securities, Insurance, Compliance, Business Planning, Mutual Funds, Retirement, 401k, Asset Allocation, Retirement Planning, Wealth Management, IRA's, Annuities, Pensions, Series 7, Series 63, Public Speaking, Sales Management, Series 24, Asset Management, Management, Life Insurance, Fixed Annuities, Financial Advisory, Investments, Finance, FINRA, Banking, Investment Advisory, Series 6, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Leadership, Financial Services
Education
Temple University - Fox School of Business and Management 1981 — 1983
MBA, Finance
Rebecca Boone Rebecca Boone's A.G. Edwards & Sons, Inc. Experience October 2000 - September 2004
Job Senior Associate at PwC
Industry Defense & Space
Experience
PwC March 2015 - Present
Secure Mission Solutions October 2010 - March 2015
WareOnEarth Communications, Inc. September 2008 - October 2010
The SIM Group June 2006 - September 2008
WareOnEarth Communications, Inc August 2005 - May 2006
Zykan Companies October 2004 - July 2005
A.G. Edwards & Sons, Inc. October 2000 - September 2004
Anheuser-Busch November 1998 - October 2000
Skills
DoD, Government, Program Management, Management, Project Planning, Security Clearance, Security, Troubleshooting, Networking, Information Assurance, Process Improvement, Risk Management, Network Engineering, Firewalls, System Administration, Integration, PMP, Security+, Requirements Analysis, Systems Engineering, Information Security, Government Contracting, Military, Defense, Vulnerability Assessment, CompTIA Security+
Education
Strayer University (VA) 2013 — 2016
Master of Business Administration (MBA)
Saint Louis University 1996 — 2000
Bachelor of Science, Business Administration; Marketing
Bishop DuBourg 1994 — 1996
PwC March 2015 - Present
Secure Mission Solutions October 2010 - March 2015
WareOnEarth Communications, Inc. September 2008 - October 2010
The SIM Group June 2006 - September 2008
WareOnEarth Communications, Inc August 2005 - May 2006
Zykan Companies October 2004 - July 2005
A.G. Edwards & Sons, Inc. October 2000 - September 2004
Anheuser-Busch November 1998 - October 2000
Skills
DoD, Government, Program Management, Management, Project Planning, Security Clearance, Security, Troubleshooting, Networking, Information Assurance, Process Improvement, Risk Management, Network Engineering, Firewalls, System Administration, Integration, PMP, Security+, Requirements Analysis, Systems Engineering, Information Security, Government Contracting, Military, Defense, Vulnerability Assessment, CompTIA Security+
Education
Strayer University (VA) 2013 — 2016
Master of Business Administration (MBA)
Saint Louis University 1996 — 2000
Bachelor of Science, Business Administration; Marketing
Bishop DuBourg 1994 — 1996
Brian Cohoon Brian Cohoon's A.G. Edwards & Sons, Inc. Experience May 2000 - March 2002
Job Senior System Administrator at Intel Corporation (2,000+)
Industry Information Technology and Services
Experience
Intel Corporation June 2014 - Present
Intel Corporation November 2013 - June 2014
Xerox - ACS July 2011 - November 2013
National CineMedia July 2008 - June 2011
Ohio BWC June 2005 - July 2008
Honda of America Mfg., Inc. May 2002 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2002
GTE Government Systems February 1998 - June 1999
Skills
Active Directory, Visio, Microsoft SQL Server, Data Center, Disaster Recovery, Windows Server, SDLC, PCI DSS, Operations Management, Cross-functional Team..., Oracle, Remote Administration, Symantec Endpoint..., Netbackup, VoIP, Group Policy, SMS, Data Mining, Database Administration, Windows Desktop..., SAN, VMware ESX, Hyper-V, Failover Cluster Manager, High Availability, Cisco UCS, FCoE, Project Management, Scrum, Agile Methodolgy, Iterative Methodologies, Waterfall Methodologies, SysInternals Suite, Security, IIS, Virtualization, Agile Methodologies, Waterfall, Troubleshooting, Operating Systems
Education
University of Phoenix 2002 — 2005
BS, Management Information Systems
University of Missouri-Saint Louis 1997 — 1999
Computer Science
Southwestern Illinois College 1996 — 1997
Associate of Science (AS), Computer Science
Intel Corporation June 2014 - Present
Intel Corporation November 2013 - June 2014
Xerox - ACS July 2011 - November 2013
National CineMedia July 2008 - June 2011
Ohio BWC June 2005 - July 2008
Honda of America Mfg., Inc. May 2002 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2002
GTE Government Systems February 1998 - June 1999
Skills
Active Directory, Visio, Microsoft SQL Server, Data Center, Disaster Recovery, Windows Server, SDLC, PCI DSS, Operations Management, Cross-functional Team..., Oracle, Remote Administration, Symantec Endpoint..., Netbackup, VoIP, Group Policy, SMS, Data Mining, Database Administration, Windows Desktop..., SAN, VMware ESX, Hyper-V, Failover Cluster Manager, High Availability, Cisco UCS, FCoE, Project Management, Scrum, Agile Methodolgy, Iterative Methodologies, Waterfall Methodologies, SysInternals Suite, Security, IIS, Virtualization, Agile Methodologies, Waterfall, Troubleshooting, Operating Systems
Education
University of Phoenix 2002 — 2005
BS, Management Information Systems
University of Missouri-Saint Louis 1997 — 1999
Computer Science
Southwestern Illinois College 1996 — 1997
Associate of Science (AS), Computer Science
Anthony Ingrassia Anthony Ingrassia's A.G. Edwards & Sons, Inc. Experience 1997 - 1999
Job CTA & Principal
Industry Investment Management
Experience
Integral Capital Management, LLC June 2013 - Present
MAX Trading System, LLC 2014 - 2015
Anthony Ingrassia, CTA 1996 - June 2013
On-Site Trading, LLC 1999 - 2002
A.G. Edwards & Sons, Inc. 1997 - 1999
The Chicago Corporation 1995 - 1997
New York Life Insurance Company 1992 - 1995
Skills
Commodities Trading..., Foreign Exchange..., FX Hedging, Forex, Options, Trading, Equities, FINRA, Foreign Exchange, Trading Systems, Series 7, Securities, Investments, Commodity, Emerging Markets, Fixed Income, Equity Trading, ETFs, Trading Strategies, Proprietary Trading, Hedging, Electronic Trading, Options Strategies, Currency, Technical Analysis, FX trading, Prime Brokerage, Equity Derivatives, Fundamental Analysis, Alternative Investments, Bloomberg Terminal, FX Options, Bonds, Structured Products, Credit Derivatives, Quantitative Finance, Hedge Funds, Interest Rate..., Equity Valuation, Asset Allocation, Institutional..., Equity Research, Portfolio Optimization, Fund Of Funds, Financial Markets, Quantitative Analytics, Commodity Markets, Risk Management, Derivatives, Asset Management
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
Integral Capital Management, LLC June 2013 - Present
MAX Trading System, LLC 2014 - 2015
Anthony Ingrassia, CTA 1996 - June 2013
On-Site Trading, LLC 1999 - 2002
A.G. Edwards & Sons, Inc. 1997 - 1999
The Chicago Corporation 1995 - 1997
New York Life Insurance Company 1992 - 1995
Skills
Commodities Trading..., Foreign Exchange..., FX Hedging, Forex, Options, Trading, Equities, FINRA, Foreign Exchange, Trading Systems, Series 7, Securities, Investments, Commodity, Emerging Markets, Fixed Income, Equity Trading, ETFs, Trading Strategies, Proprietary Trading, Hedging, Electronic Trading, Options Strategies, Currency, Technical Analysis, FX trading, Prime Brokerage, Equity Derivatives, Fundamental Analysis, Alternative Investments, Bloomberg Terminal, FX Options, Bonds, Structured Products, Credit Derivatives, Quantitative Finance, Hedge Funds, Interest Rate..., Equity Valuation, Asset Allocation, Institutional..., Equity Research, Portfolio Optimization, Fund Of Funds, Financial Markets, Quantitative Analytics, Commodity Markets, Risk Management, Derivatives, Asset Management
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
Jeff Jefferies Jeff Jefferies's A.G. Edwards & Sons, Inc. Experience 2002 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
A.G. Edwards & Sons, Inc. 2002 - 2008
Skills
Investments
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (BA), Psychology
Wells Fargo Advisors, LLC 2008 - Present
A.G. Edwards & Sons, Inc. 2002 - 2008
Skills
Investments
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (BA), Psychology
Breck Montague Breck Montague's A.G. Edwards & Sons, Inc. Experience 2001 - 2007
Job Farming and Timber Management
Industry Financial Services
Experience
Montague Joint Venture 1988 - Present
Long Bridge Ordinary Foundation June 2005 - Present
Ware Episcopal Church January 2012 - January 2015
North River, LLC 1999 - November 2014
Merrill Lynch 2007 - January 2014
Gloucester Community Foundation 2002 - December 2013
A.G. Edwards & Sons, Inc. 2001 - 2007
Hannon Armstrong Capital, LLC 1984 - 2001
US Navy September 1968 - July 2000
Baldwin Brothers - Wealth Management 1979 - June 1984
Skills
Financial Advisor, Historic Preservation..., Navy Deep Sea Salvage..., Strategic Planning, Investments, Public Speaking, Strategic Financial..., Insurance, Customer Service, Series 7, Microsoft Excel, Marketing, Life Insurance, Small Business, Microsoft Office, Financial Analysis, Risk Management, Retirement Planning, Leadership, Portfolio Management, Wealth Management, Retirement, Asset Managment, Mutual Funds, Securities, Asset Allocation, Investment Advisory, Asset Management, Management, Alternative Investments, Finance, Financial Planning, Research
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Public and International Affairs
Hampden-Sydney College 1966 — 1970
BA, Economics & English Lit.
George Washington University 1973 — 1975
MA, Public and International Affairs
University of Rhode Island 1975 — 1976
MA, Marine Affairs
Montague Joint Venture 1988 - Present
Long Bridge Ordinary Foundation June 2005 - Present
Ware Episcopal Church January 2012 - January 2015
North River, LLC 1999 - November 2014
Merrill Lynch 2007 - January 2014
Gloucester Community Foundation 2002 - December 2013
A.G. Edwards & Sons, Inc. 2001 - 2007
Hannon Armstrong Capital, LLC 1984 - 2001
US Navy September 1968 - July 2000
Baldwin Brothers - Wealth Management 1979 - June 1984
Skills
Financial Advisor, Historic Preservation..., Navy Deep Sea Salvage..., Strategic Planning, Investments, Public Speaking, Strategic Financial..., Insurance, Customer Service, Series 7, Microsoft Excel, Marketing, Life Insurance, Small Business, Microsoft Office, Financial Analysis, Risk Management, Retirement Planning, Leadership, Portfolio Management, Wealth Management, Retirement, Asset Managment, Mutual Funds, Securities, Asset Allocation, Investment Advisory, Asset Management, Management, Alternative Investments, Finance, Financial Planning, Research
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Public and International Affairs
Hampden-Sydney College 1966 — 1970
BA, Economics & English Lit.
George Washington University 1973 — 1975
MA, Public and International Affairs
University of Rhode Island 1975 — 1976
MA, Marine Affairs
Oke McAndrews Oke McAndrews's A.G. Edwards & Sons, Inc. Experience May 2007 - August 2007
Job Associate at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services October 2014 - Present
GE August 2012 - September 2014
GE Capital June 2010 - August 2012
EXCO Resources, Inc. May 2009 - August 2009
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Skills
Energy, Financial Reporting, Financial Analysis, Finance, Portfolio Management, Strategic Financial..., Financial Modeling, Renewable Energy, Project Finance, Bloomberg, Microsoft Excel, Excel, Hyperion Planning, PowerPoint, Six Sigma, Valuation, Economics, Data Analysis, Corporate Finance, Microsoft Office, Microsoft Word, Hyperion Enterprise, Natural Gas, Financial Planning
Education
Saint Lawrence University 2006 — 2010
BS, Mathematics, Economics
Loomis Chaffee 2002 — 2006
GE Energy Financial Services October 2014 - Present
GE August 2012 - September 2014
GE Capital June 2010 - August 2012
EXCO Resources, Inc. May 2009 - August 2009
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Skills
Energy, Financial Reporting, Financial Analysis, Finance, Portfolio Management, Strategic Financial..., Financial Modeling, Renewable Energy, Project Finance, Bloomberg, Microsoft Excel, Excel, Hyperion Planning, PowerPoint, Six Sigma, Valuation, Economics, Data Analysis, Corporate Finance, Microsoft Office, Microsoft Word, Hyperion Enterprise, Natural Gas, Financial Planning
Education
Saint Lawrence University 2006 — 2010
BS, Mathematics, Economics
Loomis Chaffee 2002 — 2006
Ryan Foley Ryan Foley's A.G. Edwards & Sons, Inc. Experience June 2007 - September 2007
Job Quantitative Analyst in Search Evaluation at Google
Industry Higher Education
Experience
Google July 2013 - Present
Stanford University September 2012 - Present
Stanford September 2011 - Present
@WalmartLabs June 2012 - September 2012
Become.com March 2011 - August 2011
Vail Resorts College June 2009 - May 2010
Campus Learning Assistance Services September 2007 - June 2009
Institute for Crustal Studies June 2008 - September 2008
A.G. Edwards & Sons, Inc. June 2007 - September 2007
Skills
Statistics, Microsoft Excel, Data Mining, Matlab, SAS, Analysis, Python, R, Data Analysis, Statistical Modeling, Programming, Machine Learning, Data Science, Algorithms, LaTeX
Education
Stanford University 2011 — 2013
MS, Statistics
University of California, Santa Barbara 2005 — 2009
Bachelor of Science, Financial Mathematics and Statistics
Google July 2013 - Present
Stanford University September 2012 - Present
Stanford September 2011 - Present
@WalmartLabs June 2012 - September 2012
Become.com March 2011 - August 2011
Vail Resorts College June 2009 - May 2010
Campus Learning Assistance Services September 2007 - June 2009
Institute for Crustal Studies June 2008 - September 2008
A.G. Edwards & Sons, Inc. June 2007 - September 2007
Skills
Statistics, Microsoft Excel, Data Mining, Matlab, SAS, Analysis, Python, R, Data Analysis, Statistical Modeling, Programming, Machine Learning, Data Science, Algorithms, LaTeX
Education
Stanford University 2011 — 2013
MS, Statistics
University of California, Santa Barbara 2005 — 2009
Bachelor of Science, Financial Mathematics and Statistics
Chet Reid Chet Reid's A.G. Edwards & Sons, Inc. Experience February 2007 - August 2008
Job Wholesale Service Level Incident Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
Wachovia Securities August 2008 - June 2010
A.G. Edwards & Sons, Inc. February 2007 - August 2008
Elite IT Services 2007 - 2008
Express Scripts February 2006 - December 2006
Reuters October 2003 - February 2006
Tek Systems 2006 - 2006
May Department Stores October 2000 - March 2003
Skills
Operating Systems, Software Documentation
Education
The University of Memphis 1995 — 2001
Hazelwood East
Kirby Junior High School
Kirby Junior High School
Kirby Junior High School
Wells Fargo June 2010 - Present
Wachovia Securities August 2008 - June 2010
A.G. Edwards & Sons, Inc. February 2007 - August 2008
Elite IT Services 2007 - 2008
Express Scripts February 2006 - December 2006
Reuters October 2003 - February 2006
Tek Systems 2006 - 2006
May Department Stores October 2000 - March 2003
Skills
Operating Systems, Software Documentation
Education
The University of Memphis 1995 — 2001
Hazelwood East
Kirby Junior High School
Kirby Junior High School
Kirby Junior High School
Joshua Shepherd's A.G. Edwards & Sons, Inc. Experience May 2003 - October 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
A.G. Edwards & Sons, Inc. May 2003 - October 2008
Education
Springfield College 1999 — 2003
Bachelor Science, Sports and Business Management
UBS Financial Services October 2008 - Present
A.G. Edwards & Sons, Inc. May 2003 - October 2008
Education
Springfield College 1999 — 2003
Bachelor Science, Sports and Business Management
R. Ashley Early's A.G. Edwards & Sons, Inc. Experience July 1998 - March 2001
Job Principal / Owner Dominion Capital Partners, Inc.
Industry Investment Banking
Experience
Dominion Capital Partners, Inc. (and formerly The Treadwell Group, Inc.) September 2008 - Present
UBS Wealth Management April 2007 - March 2009
U.S. Trust (formerly Bank of America Private Bank) March 2001 - April 2007
A.G. Edwards & Sons, Inc. July 1998 - March 2001
Nelson, McPherson, Summers & Santos, PC June 1996 - July 1998
Commonwealth of Virginia November 1990 - August 1993
Skills
Investments, Securities, Corporate Law, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Strategic Planning, Asset Managment, Mergers, Real Estate, Banking, Business Strategy, Contract Negotiation, Entrepreneurship
Education
Washington and Lee University School of Law 1993 — 1996
JD, Securities & Corporate Law
The Citadel 1985 — 1989
BA, Political Science
Dominion Capital Partners, Inc. (and formerly The Treadwell Group, Inc.) September 2008 - Present
UBS Wealth Management April 2007 - March 2009
U.S. Trust (formerly Bank of America Private Bank) March 2001 - April 2007
A.G. Edwards & Sons, Inc. July 1998 - March 2001
Nelson, McPherson, Summers & Santos, PC June 1996 - July 1998
Commonwealth of Virginia November 1990 - August 1993
Skills
Investments, Securities, Corporate Law, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Strategic Planning, Asset Managment, Mergers, Real Estate, Banking, Business Strategy, Contract Negotiation, Entrepreneurship
Education
Washington and Lee University School of Law 1993 — 1996
JD, Securities & Corporate Law
The Citadel 1985 — 1989
BA, Political Science
John Danenbarger's A.G. Edwards & Sons, Inc. Experience January 1986 - December 2001
Job •Lead Generation •Disruptive Marketing •Social Media Selling •Online Brands• USA, Italy
Industry Marketing and Advertising
Experience
WSI September 2005 - Present
John G Taylor LLC 2012 - 2014
A.G. Edwards & Sons, Inc. January 1986 - December 2001
Salem Writing Club 2000 - 2001
Salem Writing Club 2000 - 2001
Xerox Sweden January 1981 - January 1986
3M Norway January 1965 - December 1980
Skills
Digital Marketing, Social Media Marketing, SEO, B2B, Social Media, PPC, Web Marketing, Online Marketing, B2B Marketing, Lead Generation, SEM, Product Marketing, Online Advertising, Marketing Strategy, Website Development, Sales, Strategic Planning, E-commerce, Email Marketing, Google Analytics, Competitive Analysis, Web Analytics, Google Adwords, Analytics, New Business Development, Social Networking, Sales Management, Business Strategy, Digital Strategy, Business Analysis, Advertising, Market Planning, Forecasting, Marketing Management, Segmentation, B2C marketing, Healthcare, Marketing Research, Customer Acquisition, International Business, Market Research, Marketing Communications, Business Planning, Sales Process, Market Analysis, Direct Marketing, Multi-channel Marketing, Customer Service, Promotions, Customer Relations
Education
Norsk Markedsføring Skole, Oslo 1968 — 1969
Business License
University of Kansas 1960 — 1964
BA
WSI September 2005 - Present
John G Taylor LLC 2012 - 2014
A.G. Edwards & Sons, Inc. January 1986 - December 2001
Salem Writing Club 2000 - 2001
Salem Writing Club 2000 - 2001
Xerox Sweden January 1981 - January 1986
3M Norway January 1965 - December 1980
Skills
Digital Marketing, Social Media Marketing, SEO, B2B, Social Media, PPC, Web Marketing, Online Marketing, B2B Marketing, Lead Generation, SEM, Product Marketing, Online Advertising, Marketing Strategy, Website Development, Sales, Strategic Planning, E-commerce, Email Marketing, Google Analytics, Competitive Analysis, Web Analytics, Google Adwords, Analytics, New Business Development, Social Networking, Sales Management, Business Strategy, Digital Strategy, Business Analysis, Advertising, Market Planning, Forecasting, Marketing Management, Segmentation, B2C marketing, Healthcare, Marketing Research, Customer Acquisition, International Business, Market Research, Marketing Communications, Business Planning, Sales Process, Market Analysis, Direct Marketing, Multi-channel Marketing, Customer Service, Promotions, Customer Relations
Education
Norsk Markedsføring Skole, Oslo 1968 — 1969
Business License
University of Kansas 1960 — 1964
BA
Joe Griffard Joe Griffard's A.G. Edwards & Sons, Inc. Experience 1993 - 2000
Job Owner at J.P. Griffard & Associates
Industry Financial Services
Experience
J.P. Griffard & Associates May 2005 - Present
UBS 2000 - 2005
A.G. Edwards & Sons, Inc. 1993 - 2000
Merrill Lynch 1991 - 1993
Dale Carnegie Training 1990 - 1991
Education
The University of Texas at Austin 1984 — 1990
BBA
St. Louis University High School 1980 — 1984
J.P. Griffard & Associates May 2005 - Present
UBS 2000 - 2005
A.G. Edwards & Sons, Inc. 1993 - 2000
Merrill Lynch 1991 - 1993
Dale Carnegie Training 1990 - 1991
Education
The University of Texas at Austin 1984 — 1990
BBA
St. Louis University High School 1980 — 1984
Atarah McCrae Atarah McCrae's A.G. Edwards & Sons, Inc. Experience January 2004 - August 2006
Job Influence Magazine
Industry Executive Office
Experience
Dish Network March 2015 - Present
Influence Magazine March 2014 - Present
Coco Cancer February 2013 - Present
First priority marketing July 2013 - September 2013
Elauwit 2011 - 2013
MTA February 2007 - May 2012
Salem Stampede March 2009 - September 2011
Chemeketa Community College January 2008 - April 2009
A.G. Edwards & Sons, Inc. January 2004 - August 2006
Skills
Customer Service, Microsoft Office, Telecommunications, Troubleshooting, Computer Hardware, Active Directory, Windows, Project Management, Process Improvement, Marketing, XP, Microsoft Excel, PowerPoint, Mac OS X, Microsoft Word, Applicant Tracking..., Cable Modems, Advertising, 5ESS, DS0, Social Media, Social Media Marketing, Public Relations, Blogging, Facebook, Sales
Education
The Ohio State University
Dish Network March 2015 - Present
Influence Magazine March 2014 - Present
Coco Cancer February 2013 - Present
First priority marketing July 2013 - September 2013
Elauwit 2011 - 2013
MTA February 2007 - May 2012
Salem Stampede March 2009 - September 2011
Chemeketa Community College January 2008 - April 2009
A.G. Edwards & Sons, Inc. January 2004 - August 2006
Skills
Customer Service, Microsoft Office, Telecommunications, Troubleshooting, Computer Hardware, Active Directory, Windows, Project Management, Process Improvement, Marketing, XP, Microsoft Excel, PowerPoint, Mac OS X, Microsoft Word, Applicant Tracking..., Cable Modems, Advertising, 5ESS, DS0, Social Media, Social Media Marketing, Public Relations, Blogging, Facebook, Sales
Education
The Ohio State University
John Nichols, PMP's A.G. Edwards & Sons, Inc. Experience May 1997 - April 1998
Job Operations and Maintenance Site Service Supervisor at Siemens Energy, Inc
Industry Renewables & Environment
Experience
Siemens Energy, Inc June 2010 - Present
HomeRite Realty & Mortgage, Inc. June 2002 - December 2010
First Mortage America March 2001 - August 2002
Gateway Funding Group, Inc. April 1998 - March 2001
A.G. Edwards & Sons, Inc. May 1997 - April 1998
Prudential Securities September 1995 - May 1997
Skills
Management, Electricians, Turbines, Program Management, Wind Turbines, Leadership, Analysis, Troubleshooting, Wind, Training, Budgets, Power Generation, Renewable Energy, Forecasting, Inspection, Manufacturing, Project Planning, Construction, Sales, Sales Operations, Project Management, Scheduling, Multi-Site Operations, Client Relations, Marketing, High Impact..., Presentations, Process Improvement, Electrical Safety, Advanced Rescue, Six Sigma, Energy Markets, Wind Energy, Government Energy..., Team Building, Team Leadership, Market Research, Project Scope..., Aviation, Blueprint Reading, Data Analysis, Resource Management, New Business Development, Priority Management, Strategic Planning, OSHA 10-Hour, Interpersonal Skills, Communication, Maintenance, Electrical Repairs
Education
Villanova University 2012 — 2012
Certified Six Sigma Black Belt
Bismarck State College 2010 — 2012
BS, Energy Management
Texas State Technical College 2009 — 2010
AAS, Wind Energy & Turbine Technology
CertTest Training Center 2009 — 2009
Certificate, Project Management
Project Management Institute 2009 — 2009
Certification, Project Management Institute
Villanova University 2009 — 2009
Certificate, Six Sigma Green Belt Certification
Tradewinds Flight School 2004 — 2004
Private Pilot, Aviation
Vermont Technical College 1986 — 1989
AAS, Electrical Engineering
Siemens Energy, Inc June 2010 - Present
HomeRite Realty & Mortgage, Inc. June 2002 - December 2010
First Mortage America March 2001 - August 2002
Gateway Funding Group, Inc. April 1998 - March 2001
A.G. Edwards & Sons, Inc. May 1997 - April 1998
Prudential Securities September 1995 - May 1997
Skills
Management, Electricians, Turbines, Program Management, Wind Turbines, Leadership, Analysis, Troubleshooting, Wind, Training, Budgets, Power Generation, Renewable Energy, Forecasting, Inspection, Manufacturing, Project Planning, Construction, Sales, Sales Operations, Project Management, Scheduling, Multi-Site Operations, Client Relations, Marketing, High Impact..., Presentations, Process Improvement, Electrical Safety, Advanced Rescue, Six Sigma, Energy Markets, Wind Energy, Government Energy..., Team Building, Team Leadership, Market Research, Project Scope..., Aviation, Blueprint Reading, Data Analysis, Resource Management, New Business Development, Priority Management, Strategic Planning, OSHA 10-Hour, Interpersonal Skills, Communication, Maintenance, Electrical Repairs
Education
Villanova University 2012 — 2012
Certified Six Sigma Black Belt
Bismarck State College 2010 — 2012
BS, Energy Management
Texas State Technical College 2009 — 2010
AAS, Wind Energy & Turbine Technology
CertTest Training Center 2009 — 2009
Certificate, Project Management
Project Management Institute 2009 — 2009
Certification, Project Management Institute
Villanova University 2009 — 2009
Certificate, Six Sigma Green Belt Certification
Tradewinds Flight School 2004 — 2004
Private Pilot, Aviation
Vermont Technical College 1986 — 1989
AAS, Electrical Engineering
Glenn H. Ratcliffe, CFP®'s A.G. Edwards & Sons, Inc. Experience April 1995 - January 2008
Job Branch Manager, First Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC October 2014 - Present
Wells Fargo Advisors LLC January 2008 - September 2014
A.G. Edwards & Sons, Inc. April 1995 - January 2008
Skills
Investment Strategies, Asset Allocation, Finance, 401k Rollovers, Mutual Funds, Hedge Funds, Insurance, Fixed Income Strategies, Retirement Planning, Stock Market Analysis
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS) - Psychology
Wells Fargo Advisors LLC October 2014 - Present
Wells Fargo Advisors LLC January 2008 - September 2014
A.G. Edwards & Sons, Inc. April 1995 - January 2008
Skills
Investment Strategies, Asset Allocation, Finance, 401k Rollovers, Mutual Funds, Hedge Funds, Insurance, Fixed Income Strategies, Retirement Planning, Stock Market Analysis
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS) - Psychology
Brett Tynes Brett Tynes's A.G. Edwards & Sons, Inc. Experience April 1994 - September 2006
Job Commercial Real Estate Professional / Investment Properties / Tenant Rep / Land & Industrial
Industry Commercial Real Estate
Experience
The J. Beard Real Estate Company February 2013 - Present
HARDWAY: The Band Project January 2010 - Present
Hidden Value Investment Management (HVIM) January 2007 - December 2012
A.G. Edwards & Sons, Inc. April 1994 - September 2006
Skills
Retirement, Portfolio Management, Commercial Real Estate, Private Equity, Real Estate Financing, Real Estate Development, Asset Managment, Asset Management, Mergers & Acquisitions, Investment Properties, Real Estate, Brokerage, Leases, Valuation, Wealth Management, Strategic Financial..., Equities, Investments, Management, Financial Planning
Education
Texas A&M University 1990 — 1993
BA, CumLaude, Pols
The J. Beard Real Estate Company February 2013 - Present
HARDWAY: The Band Project January 2010 - Present
Hidden Value Investment Management (HVIM) January 2007 - December 2012
A.G. Edwards & Sons, Inc. April 1994 - September 2006
Skills
Retirement, Portfolio Management, Commercial Real Estate, Private Equity, Real Estate Financing, Real Estate Development, Asset Managment, Asset Management, Mergers & Acquisitions, Investment Properties, Real Estate, Brokerage, Leases, Valuation, Wealth Management, Strategic Financial..., Equities, Investments, Management, Financial Planning
Education
Texas A&M University 1990 — 1993
BA, CumLaude, Pols
Lindsay Sablatura Lindsay Sablatura's A.G. Edwards & Sons, Inc. Experience May 2005 - May 2006
Job The IndyQuest Team of Realty Associates
Industry Real Estate
Experience
The IndyQuest Team of Realty Associates January 2012 - April 2013
Subsea 7 July 2008 - December 2011
Protiviti July 2006 - July 2008
A.G. Edwards & Sons, Inc. May 2005 - May 2006
Skills
Internal Controls, Financial Analysis, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Internal Audit, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley, Financial Modeling, Financial Risk, SAP, Business Process..., Business Process, Financial Accounting, Budgets, Finance
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Texas A&M University - Mays Business School 2002 — 2006
Bachelor of Business Administration, Finance
The IndyQuest Team of Realty Associates January 2012 - April 2013
Subsea 7 July 2008 - December 2011
Protiviti July 2006 - July 2008
A.G. Edwards & Sons, Inc. May 2005 - May 2006
Skills
Internal Controls, Financial Analysis, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Internal Audit, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley, Financial Modeling, Financial Risk, SAP, Business Process..., Business Process, Financial Accounting, Budgets, Finance
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Texas A&M University - Mays Business School 2002 — 2006
Bachelor of Business Administration, Finance
Scott Hogan Scott Hogan's A.G. Edwards & Sons, Inc. Experience July 1997 - April 2004
Job Release Lead, Release Management Point of Sale for Walmart
Industry Retail
Experience
Walmart January 2014 - Present
Walmart August 2013 - Present
Walmart June 2012 - August 2013
Walmart April 2008 - June 2012
Northrop Grumman Corporation December 2006 - October 2007
Kanbay, Inc April 2004 - May 2005
A.G. Edwards & Sons, Inc. July 1997 - April 2004
Skills
Business Analysis, Cross-functional Team..., Integration, Process Improvement, SDLC, SQL, Unix, Visio, Management, Microsoft Office, Requirements Analysis
Education
University of Phoenix 2009 — 2011
Bachelors, Business Management
St. Louis Community College 1995 — 1997
Associates, Applied Science
Webster Groves High School 1986 — 1990
Walmart January 2014 - Present
Walmart August 2013 - Present
Walmart June 2012 - August 2013
Walmart April 2008 - June 2012
Northrop Grumman Corporation December 2006 - October 2007
Kanbay, Inc April 2004 - May 2005
A.G. Edwards & Sons, Inc. July 1997 - April 2004
Skills
Business Analysis, Cross-functional Team..., Integration, Process Improvement, SDLC, SQL, Unix, Visio, Management, Microsoft Office, Requirements Analysis
Education
University of Phoenix 2009 — 2011
Bachelors, Business Management
St. Louis Community College 1995 — 1997
Associates, Applied Science
Webster Groves High School 1986 — 1990
Amanda Uphold Amanda Uphold's A.G. Edwards & Sons, Inc. Experience February 2007 - February 2008
Job Staff Accountant
Industry Accounting
Experience
Garden City Group September 2011 - August 2013
JPMorgan Chase January 2009 - June 2010
Washington Mutual March 2008 - January 2009
A.G. Edwards & Sons, Inc. February 2007 - February 2008
Sandefer Capital Partners February 2006 - February 2007
Skills
Financial Modeling, Corporate Finance, Cross-functional Team...
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance
Garden City Group September 2011 - August 2013
JPMorgan Chase January 2009 - June 2010
Washington Mutual March 2008 - January 2009
A.G. Edwards & Sons, Inc. February 2007 - February 2008
Sandefer Capital Partners February 2006 - February 2007
Skills
Financial Modeling, Corporate Finance, Cross-functional Team...
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance
Alex Bertin Alex Bertin's A.G. Edwards & Sons, Inc. Experience November 1998 - June 2008
Job PC/LAN Analyst 4
Industry Computer Hardware
Experience
Wells Fargo Advisors, LLC November 1998 - Present
A.G. Edwards & Sons, Inc. November 1998 - June 2008
Education
St. Louis Community College 1995 — 1998
Wells Fargo Advisors, LLC November 1998 - Present
A.G. Edwards & Sons, Inc. November 1998 - June 2008
Education
St. Louis Community College 1995 — 1998
Brandon Simmons Brandon Simmons's A.G. Edwards & Sons, Inc. Experience 2004 - March 2009
Job Financial Advisor and Franchise Owner, MBA, AAMS
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
A.G. Edwards & Sons, Inc. 2004 - March 2009
Shell Trading Natural Gas & Power July 2001 - May 2004
US Navy January 1992 - February 1996
Education
Texas A&M University 1999 — 2001
MBA, Finance, Marketing
Texas A&M University - Mays Business School 1999 — 2001
M.B.A., Finance
West Texas A&M University 1996 — 1999
B.B.A., Business (Marketing and Finance)
David Crockett Junior High School
all of them
Ameriprise Financial March 2009 - Present
A.G. Edwards & Sons, Inc. 2004 - March 2009
Shell Trading Natural Gas & Power July 2001 - May 2004
US Navy January 1992 - February 1996
Education
Texas A&M University 1999 — 2001
MBA, Finance, Marketing
Texas A&M University - Mays Business School 1999 — 2001
M.B.A., Finance
West Texas A&M University 1996 — 1999
B.B.A., Business (Marketing and Finance)
David Crockett Junior High School
all of them
Ruben H. Torres's A.G. Edwards & Sons, Inc. Experience January 2002 - June 2003
Job Managing Principal at PDN Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
Kean Boucher Kean Boucher's A.G. Edwards & Sons, Inc. Experience October 1995 - October 2000
Job Founder/Private Wealth Manager of Boucher Wealth Management Group
Industry Financial Services
Experience
Boucher Wealth Management Group January 2006 - Present
UBS Financial Services October 2000 - January 2006
A.G. Edwards & Sons, Inc. October 1995 - October 2000
Skills
Wealth Management, Series 63, Securities, Series 7, Retirement Planning, Equities, Investment Advisory, Alternative Investments, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Series 24, Series 66
Education
Texas Tech University 1980 — 1984
Bachelor of Science, Petroleum Engineering
Boucher Wealth Management Group January 2006 - Present
UBS Financial Services October 2000 - January 2006
A.G. Edwards & Sons, Inc. October 1995 - October 2000
Skills
Wealth Management, Series 63, Securities, Series 7, Retirement Planning, Equities, Investment Advisory, Alternative Investments, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Series 24, Series 66
Education
Texas Tech University 1980 — 1984
Bachelor of Science, Petroleum Engineering
Trey Barnes's A.G. Edwards & Sons, Inc. Experience October 1992 - April 2007
Job
Industry Financial Services
Experience
Mariner Wealth Advisors May 2009 - Present
Wells Fargo Advisors, LLC November 2008 - May 2009
Wachovia Securities, LLC May 2007 - November 2008
A.G. Edwards & Sons, Inc. October 1992 - April 2007
Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments
Education
The University of Kansas 1988 — 1991
Business Administration
Mariner Wealth Advisors May 2009 - Present
Wells Fargo Advisors, LLC November 2008 - May 2009
Wachovia Securities, LLC May 2007 - November 2008
A.G. Edwards & Sons, Inc. October 1992 - April 2007
Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments
Education
The University of Kansas 1988 — 1991
Business Administration
Susan (Ammann) DePaul's A.G. Edwards & Sons, Inc. Experience 1998 - 2000
Job Senior Art Director at Phoenix Creative Co.
Industry Design
Experience
Phoenix Creative Co. August 2006 - Present
ProWolfe Partners, Inc. March 2000 - August 2006
A.G. Edwards & Sons, Inc. 1998 - 2000
Ambrosi & Associates, Inc. September 1998 - January 1999
Foote, Cone & Belding May 1996 - August 1996
Hallmark Cards January 1996 - May 1996
Skills
Annual Reports, POS, Corporate Identity, Packaging, Brand Development, Art Direction, Creative Direction, Logo Design, Typography, Brochures, Adobe Creative Suite, Marketing Communications, Integrated Marketing, Concept Development, Online Advertising, Visual Communication, Graphics, Advertising, Image Manipulation, Graphic Design
Education
The University of Kansas 1994 — 1998
BFA, Visual Communications/Graphic Design
Phoenix Creative Co. August 2006 - Present
ProWolfe Partners, Inc. March 2000 - August 2006
A.G. Edwards & Sons, Inc. 1998 - 2000
Ambrosi & Associates, Inc. September 1998 - January 1999
Foote, Cone & Belding May 1996 - August 1996
Hallmark Cards January 1996 - May 1996
Skills
Annual Reports, POS, Corporate Identity, Packaging, Brand Development, Art Direction, Creative Direction, Logo Design, Typography, Brochures, Adobe Creative Suite, Marketing Communications, Integrated Marketing, Concept Development, Online Advertising, Visual Communication, Graphics, Advertising, Image Manipulation, Graphic Design
Education
The University of Kansas 1994 — 1998
BFA, Visual Communications/Graphic Design
Irene Rodrigues Butler Irene Rodrigues Butler's A.G. Edwards & Sons, Inc. Experience July 1995 - December 1996
Job Vice President of Health Policy at American Society of Echocardiography
Industry Health, Wellness and Fitness
Experience
American Society of Echocardiography February 2011 - Present
Robinson & Cole LLP January 2001 - July 2008
State of Connecticut, Office of the Senate Majority Leader January 1997 - January 2001
A.G. Edwards & Sons, Inc. July 1995 - December 1996
State of Connecticut, Permanent Commission for the Status of Women January 1995 - May 1995
Skills
Non-profits, Public Policy, Grassroots Organizing, Legislation, Legislative Relations, Policy Analysis, Political Campaigns, Politics, Media Relations, Research, Public Relations, Government, Political Science, Strategic Communications, Policy, Coalitions, Legislative Research, Political Consulting, State Government, Coalition Development, Community Outreach, Nonprofits, Health Policy, Economic Development, Public Affairs, Crisis Communications, Community Development, Legal Research, Message Development, Grants, Political Communication, Speech Writing, Governmental Affairs, Community Organizing, Crisis Management, Program Development, Legal Writing, Press Releases, Mediation, Fundraising, Public Administration, Newsletters, State Politics, Campaigns, Hearings, Local Government, Grassroots
Education
Trinity College-Hartford 1993 — 1995
M.A., Public Policy
Trinity College-Hartford 1989 — 1993
B.A., Political Science
American Society of Echocardiography February 2011 - Present
Robinson & Cole LLP January 2001 - July 2008
State of Connecticut, Office of the Senate Majority Leader January 1997 - January 2001
A.G. Edwards & Sons, Inc. July 1995 - December 1996
State of Connecticut, Permanent Commission for the Status of Women January 1995 - May 1995
Skills
Non-profits, Public Policy, Grassroots Organizing, Legislation, Legislative Relations, Policy Analysis, Political Campaigns, Politics, Media Relations, Research, Public Relations, Government, Political Science, Strategic Communications, Policy, Coalitions, Legislative Research, Political Consulting, State Government, Coalition Development, Community Outreach, Nonprofits, Health Policy, Economic Development, Public Affairs, Crisis Communications, Community Development, Legal Research, Message Development, Grants, Political Communication, Speech Writing, Governmental Affairs, Community Organizing, Crisis Management, Program Development, Legal Writing, Press Releases, Mediation, Fundraising, Public Administration, Newsletters, State Politics, Campaigns, Hearings, Local Government, Grassroots
Education
Trinity College-Hartford 1993 — 1995
M.A., Public Policy
Trinity College-Hartford 1989 — 1993
B.A., Political Science
Sherry Holley Sherry Holley's A.G. Edwards & Sons, Inc. Experience April 1997 - August 2009
Job Senior Vice President/ Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2009 - Present
A.G. Edwards & Sons, Inc. April 1997 - August 2009
Merrill Lynch August 1994 - April 1997
Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Portfolio Management, Financial Planning, Financial Services, Securities
Education
Transylvania University 1984 — 1988
Bachelor’s Degree, Business Administration and Management, General
Hilliard Lyons August 2009 - Present
A.G. Edwards & Sons, Inc. April 1997 - August 2009
Merrill Lynch August 1994 - April 1997
Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Portfolio Management, Financial Planning, Financial Services, Securities
Education
Transylvania University 1984 — 1988
Bachelor’s Degree, Business Administration and Management, General
Maggie Lange Maggie Lange's A.G. Edwards & Sons, Inc. Experience 2004 - 2006
Job Manager, Physician Financial Operations at Northside Hospital
Industry Financial Services
Experience
Northside Hospital August 2015 - Present
Deloitte Transactions and Business Analytics LLP July 2008 - August 2015
A.G. Edwards & Sons, Inc. 2004 - 2006
Skills
Business Valuation, Valuation, Finance, Financial Reporting, Financial Modeling, Microsoft Excel, Financial Analysis, Leadership, Healthcare, Life Sciences, Corporate Finance, Purchase Price..., Investments, Portfolio Management, Due Diligence, US GAAP, Tax, Microsoft Office, Financial Planning, Strategic Financial..., Accounting, Microsoft Word, Budget Forecasts, Intangible Assets, Consumer Products, Telecommunications, Management
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration (BBA), Finance, minor in Spanish, magna cum laude
La Universidad de Valencia 2007 — 2007
Dunwoody High School 2000 — 2004
Northside Hospital August 2015 - Present
Deloitte Transactions and Business Analytics LLP July 2008 - August 2015
A.G. Edwards & Sons, Inc. 2004 - 2006
Skills
Business Valuation, Valuation, Finance, Financial Reporting, Financial Modeling, Microsoft Excel, Financial Analysis, Leadership, Healthcare, Life Sciences, Corporate Finance, Purchase Price..., Investments, Portfolio Management, Due Diligence, US GAAP, Tax, Microsoft Office, Financial Planning, Strategic Financial..., Accounting, Microsoft Word, Budget Forecasts, Intangible Assets, Consumer Products, Telecommunications, Management
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration (BBA), Finance, minor in Spanish, magna cum laude
La Universidad de Valencia 2007 — 2007
Dunwoody High School 2000 — 2004
Anita Acinelli Anita Acinelli's A.G. Edwards & Sons, Inc. Experience 1986 - 2007
Job Senior Trust Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2007 - Present
A.G. Edwards & Sons, Inc. 1986 - 2007
Madison County Federal Savings & Loan August 1984 - December 1985
Skills
Trust Services, Mutual Funds, Retirement, Estate Planning, Securities, Investments, IRAs, Wealth Management..., 401k, Trusts, Wealth, High Net Worth..., Financial Services, Equities, Relationship Management
Education
University of Phoenix
Bachelor of Business Administration (BBA), Honors Graduate
University of Phoenix 2007 — 2013
Working on Bachelor's Degree, Business Administration and Management, General, Current GPA is 3.9 out of 4
Southwestern Illinois College 1986 — 1992
Business Administration and Management, General, A
TIAA-CREF March 2007 - Present
A.G. Edwards & Sons, Inc. 1986 - 2007
Madison County Federal Savings & Loan August 1984 - December 1985
Skills
Trust Services, Mutual Funds, Retirement, Estate Planning, Securities, Investments, IRAs, Wealth Management..., 401k, Trusts, Wealth, High Net Worth..., Financial Services, Equities, Relationship Management
Education
University of Phoenix
Bachelor of Business Administration (BBA), Honors Graduate
University of Phoenix 2007 — 2013
Working on Bachelor's Degree, Business Administration and Management, General, Current GPA is 3.9 out of 4
Southwestern Illinois College 1986 — 1992
Business Administration and Management, General, A
Lawrence Manolio's A.G. Edwards & Sons, Inc. Experience December 2007 - July 2008
Job Financial Advisor Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
UBS Wealth Management July 2008 - July 2015
A.G. Edwards & Sons, Inc. December 2007 - July 2008
Skills
Retirement Planning, Investment Planning, Portfolio Management, Risk Management, Strategic Financial..., Estate Planning, Alternative Investments, Financial Analysis, Wealth Management
Education
The Catholic University of America
Bachelor of Science (B.S.), Finance, Economics
Wells Fargo Advisors July 2015 - Present
UBS Wealth Management July 2008 - July 2015
A.G. Edwards & Sons, Inc. December 2007 - July 2008
Skills
Retirement Planning, Investment Planning, Portfolio Management, Risk Management, Strategic Financial..., Estate Planning, Alternative Investments, Financial Analysis, Wealth Management
Education
The Catholic University of America
Bachelor of Science (B.S.), Finance, Economics
Robert Greenfield Robert Greenfield's A.G. Edwards & Sons, Inc. Experience February 1989 - February 1994
Job Owner / CEO / Photographer at RG Insights Photography
Industry Photography
Experience
RG Insights Photography November 2010 - Present
Aerotek July 2014 - August 2015
Pathways Community Network June 2011 - December 2011
Lindenberg Technologies May 2007 - June 2011
freelance photohrapher February 2008 - November 2010
MDTSC June 1994 - January 2007
Advanced Resources Inc. March 1994 - May 1994
Typotronics Incorporated February 1994 - March 1994
A.G. Edwards & Sons, Inc. February 1989 - February 1994
Archdiocese of St. Louis April 1986 - February 1989
Skills
Wedding Photography, Event Photography, Family Photography, Model Portfolios, Fine Art Photography, Senior Portraits, Portrait Photography, Commercial Photography, Stock Photography, Sports Photography, Fashion Photography, Private Pilot, Published Author, Visual Studio, Visual Basic, Web Design, Website Development, Application Architecture, Applications Software..., Emergency Services, Licensed Pilot, Social Media, Customer Service, Photography, Microsoft Office, Photoshop, Management, Advertising, Social Networking, Social Media Marketing
Education
St. Louis Community College 1981 — 1983
AAS, Information Technology, 3.865
RG Insights Photography November 2010 - Present
Aerotek July 2014 - August 2015
Pathways Community Network June 2011 - December 2011
Lindenberg Technologies May 2007 - June 2011
freelance photohrapher February 2008 - November 2010
MDTSC June 1994 - January 2007
Advanced Resources Inc. March 1994 - May 1994
Typotronics Incorporated February 1994 - March 1994
A.G. Edwards & Sons, Inc. February 1989 - February 1994
Archdiocese of St. Louis April 1986 - February 1989
Skills
Wedding Photography, Event Photography, Family Photography, Model Portfolios, Fine Art Photography, Senior Portraits, Portrait Photography, Commercial Photography, Stock Photography, Sports Photography, Fashion Photography, Private Pilot, Published Author, Visual Studio, Visual Basic, Web Design, Website Development, Application Architecture, Applications Software..., Emergency Services, Licensed Pilot, Social Media, Customer Service, Photography, Microsoft Office, Photoshop, Management, Advertising, Social Networking, Social Media Marketing
Education
St. Louis Community College 1981 — 1983
AAS, Information Technology, 3.865
Madhavi Kallu Madhavi Kallu's A.G. Edwards & Sons, Inc. Experience October 2003 - September 2004
Job Senior Business Solutions Architect/Project Manager at Lennox International
Industry Information Technology and Services
Experience
Lennox International July 2015 - Present
Real Page Inc. May 2011 - June 2015
JC Penney September 2010 - May 2011
Wells Fargo March 2010 - September 2010
Parm Consultants Inc. January 2009 - March 2010
Pepsico Business Solutions Group September 2006 - December 2008
Accenture September 2004 - August 2006
A.G. Edwards & Sons, Inc. October 2003 - September 2004
Skills
Integration, Quality Assurance, Test Management, SDLC, System Testing, Business Analysis, Agile Methodologies, User Acceptance Testing, Test Planning, MS Project, Requirements Gathering, Requirements Analysis, Project Management, Testing, Business Process
Education
The University of Texas at Dallas
Masters, Computer Science
Lennox International July 2015 - Present
Real Page Inc. May 2011 - June 2015
JC Penney September 2010 - May 2011
Wells Fargo March 2010 - September 2010
Parm Consultants Inc. January 2009 - March 2010
Pepsico Business Solutions Group September 2006 - December 2008
Accenture September 2004 - August 2006
A.G. Edwards & Sons, Inc. October 2003 - September 2004
Skills
Integration, Quality Assurance, Test Management, SDLC, System Testing, Business Analysis, Agile Methodologies, User Acceptance Testing, Test Planning, MS Project, Requirements Gathering, Requirements Analysis, Project Management, Testing, Business Process
Education
The University of Texas at Dallas
Masters, Computer Science
Anna Roseman Anna Roseman's A.G. Edwards & Sons, Inc. Experience September 1996 - April 2004
Job Executive Assistant, Office Manager, Data Management, Administrative Process Management, Meeting & Event Coordination
Industry Human Resources
Experience
United States Steel September 2006 - July 2015
Walmart July 2005 - October 2006
Kanbay April 2004 - May 2005
A.G. Edwards & Sons, Inc. September 1996 - April 2004
Skills
Oracle, Microsoft Office, Office Management, Administration, Data Management, Report Generation, Event/Meeting..., Inventory & Supplies..., Customer Service, Budget Management, Problem Solving, Project Management, Process Improvement, Meeting Minutes, Training & Development, Organization &..., Communication, Web Development, Onboarding
Education
Southwestern Illinois College 2006 — 2007
Certificate, Network Associate, 3.747 Grade Point Average
Southwestern Illinois College 2002 — 2003
Certificate, Visual Basic Programming, 4.000 Grade Point Average
Southwestern Illinois College 1995 — 1997
Associate’s Degree, Legacy Development & Support Systems, 3.846 Grade Point Average
United States Steel September 2006 - July 2015
Walmart July 2005 - October 2006
Kanbay April 2004 - May 2005
A.G. Edwards & Sons, Inc. September 1996 - April 2004
Skills
Oracle, Microsoft Office, Office Management, Administration, Data Management, Report Generation, Event/Meeting..., Inventory & Supplies..., Customer Service, Budget Management, Problem Solving, Project Management, Process Improvement, Meeting Minutes, Training & Development, Organization &..., Communication, Web Development, Onboarding
Education
Southwestern Illinois College 2006 — 2007
Certificate, Network Associate, 3.747 Grade Point Average
Southwestern Illinois College 2002 — 2003
Certificate, Visual Basic Programming, 4.000 Grade Point Average
Southwestern Illinois College 1995 — 1997
Associate’s Degree, Legacy Development & Support Systems, 3.846 Grade Point Average
Russ Curran Russ Curran's A.G. Edwards & Sons, Inc. Experience 1995 - 1999
Job Founder of AcuStream
Industry Computer Software
Experience
AcuStream 2010 - Present
A.G. Edwards & Sons, Inc. 1995 - 1999
Skills
Product Management, Start-ups, Business Strategy, Strategic Partnerships, Entrepreneurship, Healthcare, Executive Management, SaaS, Strategy, CPT, Medical Coding, Mergers & Acquisitions, Strategic Planning, Enterprise Software, Practice Management, Healthcare Information..., Process Improvement, Venture Capital, Contract Negotiation, EHR
Education
Temple University 1984 — 1988
Tilton School 1982 — 1984
Hall High School 1980 — 1981
AcuStream 2010 - Present
A.G. Edwards & Sons, Inc. 1995 - 1999
Skills
Product Management, Start-ups, Business Strategy, Strategic Partnerships, Entrepreneurship, Healthcare, Executive Management, SaaS, Strategy, CPT, Medical Coding, Mergers & Acquisitions, Strategic Planning, Enterprise Software, Practice Management, Healthcare Information..., Process Improvement, Venture Capital, Contract Negotiation, EHR
Education
Temple University 1984 — 1988
Tilton School 1982 — 1984
Hall High School 1980 — 1981
Kim Rea Kim Rea's A.G. Edwards & Sons, Inc. Experience 1994 - 1999
Job User Analyst at Washington University in St. Louis
Industry Information Technology and Services
Experience
Washington University in St. Louis 1999 - Present
A.G. Edwards & Sons, Inc. 1994 - 1999
Education
Southwestern Illinois College
Washington University in St. Louis
Washington University in St. Louis 1999 - Present
A.G. Edwards & Sons, Inc. 1994 - 1999
Education
Southwestern Illinois College
Washington University in St. Louis
Pat Malecek's A.G. Edwards & Sons, Inc. Experience July 2000 - April 2006
Job Services Solutions Executive at Dell
Industry Information Technology and Services
Experience
Dell September 2012 - Present
Dell March 2011 - September 2012
Monsanto September 2010 - March 2011
Monsanto September 2009 - January 2011
Monsanto April 2007 - September 2009
MasterCard Worldwide April 2006 - April 2007
A.G. Edwards & Sons, Inc. July 2000 - April 2006
Sauce Magazine 2003 - 2006
A.G. Edwards & Sons, Inc. March 1999 - July 2000
A.G. Edwards & Sons, Inc. March 1997 - March 1999
Skills
Usability, Team Leadership, Information Architecture, User Experience, Editing, SaaS, SharePoint, Web Analytics, Strategy, Press Releases, Leadership, Usability Testing, Management, Analytics, Digital Marketing, Enterprise Software, Corporate Communications, Account Management, Time Management, Event Planning, Web Development, Newsletters, Integration, Vendor Management
Education
Webster University 1988 — 1990
BA, Media Communications
The University of Kansas 1986 — 1988
Liberal Arts
SLUH
Dell September 2012 - Present
Dell March 2011 - September 2012
Monsanto September 2010 - March 2011
Monsanto September 2009 - January 2011
Monsanto April 2007 - September 2009
MasterCard Worldwide April 2006 - April 2007
A.G. Edwards & Sons, Inc. July 2000 - April 2006
Sauce Magazine 2003 - 2006
A.G. Edwards & Sons, Inc. March 1999 - July 2000
A.G. Edwards & Sons, Inc. March 1997 - March 1999
Skills
Usability, Team Leadership, Information Architecture, User Experience, Editing, SaaS, SharePoint, Web Analytics, Strategy, Press Releases, Leadership, Usability Testing, Management, Analytics, Digital Marketing, Enterprise Software, Corporate Communications, Account Management, Time Management, Event Planning, Web Development, Newsletters, Integration, Vendor Management
Education
Webster University 1988 — 1990
BA, Media Communications
The University of Kansas 1986 — 1988
Liberal Arts
SLUH
Perry Mattern, CFP®, CIMA® Perry Mattern, CFP®, CIMA®'s A.G. Edwards & Sons, Inc. Experience March 2000 - October 2007
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. March 2000 - October 2007
Education
The University of North Dakota 1988 — 1991
B.S., Financial Management
The American College
CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program
University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® - Certified Investment Management Analyst® Professional Designation Program
Wells Fargo Advisors, LLC December 2008 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. March 2000 - October 2007
Education
The University of North Dakota 1988 — 1991
B.S., Financial Management
The American College
CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program
University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® - Certified Investment Management Analyst® Professional Designation Program
Melissa Rose Melissa Rose's A.G. Edwards & Sons, Inc. Experience August 2001 - June 2002
Job Senior Mortgage Planner at Fairway Independent Mortgage
Industry Financial Services
Experience
Fairway Independent Mortgage of the Carolinas July 2014 - Present
Guild Mortgage February 2014 - June 2014
Prospect Mortgage, LLC June 2011 - February 2014
Proficio Mortgage Ventures LLC August 2010 - June 2011
Paramount Lending, Inc. February 2010 - August 2010
Bank of America Centralized Sales June 2009 - February 2010
Wyndham Capital Mortgage July 2005 - June 2009
EfastFunding July 2002 - June 2005
A.G. Edwards & Sons, Inc. August 2001 - June 2002
Skills
Mortgage Lending, FHA, Refinance, Loans, USDA, Underwriting, Investment Properties, Banking, Investments, Residential Homes, Real Estate Economics, Mortgage Banking, FHA financing, Loan Origination, Selling, Residential Mortgages, VA loans, Referrals, Financial Services, Finance, Reverse Mortgages, REO, Government Loans, Credit, Condos, Construction Loans, Real Estate, Mortgage Marketing, Credit Analysis, Mortgage Underwriting, First Time Home Buyers, Certified Mortgage..., Insurance, Home Equity Loans, Sales, Marketing, FHA Financing, VA Loans
Education
Texas A&M University 1998 — 2001
BS, Psychology, Summa Cum Laude
Texas A&M University 1998 — 2001
Fairway Independent Mortgage of the Carolinas July 2014 - Present
Guild Mortgage February 2014 - June 2014
Prospect Mortgage, LLC June 2011 - February 2014
Proficio Mortgage Ventures LLC August 2010 - June 2011
Paramount Lending, Inc. February 2010 - August 2010
Bank of America Centralized Sales June 2009 - February 2010
Wyndham Capital Mortgage July 2005 - June 2009
EfastFunding July 2002 - June 2005
A.G. Edwards & Sons, Inc. August 2001 - June 2002
Skills
Mortgage Lending, FHA, Refinance, Loans, USDA, Underwriting, Investment Properties, Banking, Investments, Residential Homes, Real Estate Economics, Mortgage Banking, FHA financing, Loan Origination, Selling, Residential Mortgages, VA loans, Referrals, Financial Services, Finance, Reverse Mortgages, REO, Government Loans, Credit, Condos, Construction Loans, Real Estate, Mortgage Marketing, Credit Analysis, Mortgage Underwriting, First Time Home Buyers, Certified Mortgage..., Insurance, Home Equity Loans, Sales, Marketing, FHA Financing, VA Loans
Education
Texas A&M University 1998 — 2001
BS, Psychology, Summa Cum Laude
Texas A&M University 1998 — 2001
William Donovan William Donovan's A.G. Edwards & Sons, Inc. Experience January 1996 - January 2000
Job Financial development executive specializing in housing finance and capital markets
Industry Financial Services
Experience
US Department of the Treasury March 2012 - November 2014
William Donovan May 2010 - February 2012
International Finance Corporation August 2008 - October 2009
US Treasury - Office of Technical Assistance December 2002 - August 2008
Donovan Group January 2000 - January 2004
A.G. Edwards & Sons, Inc. January 1996 - January 2000
Alex. Brown & Sons, Inc. January 1991 - April 1996
Investment Counselors of Maryland November 1988 - October 1990
Citicorp March 1986 - May 1988
Thomson McKinnon Securities January 1983 - March 1986
Skills
Housing Finance, IPO, Capital Markets, Fixed Income, training and development, Secondary Mortgage..., Mortgage Securities, Securities, Valuation, Portfolio Management, Mortgage Lending, Investments, Financial Modeling, Credit Risk, Banking, Economics, Risk Management, Finance, Financial Risk, Bloomberg, Strategy, Financial Analysis, Corporate Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Financial Accounting
The Johns Hopkins University 1967 — 1971
BA, Quatitative Studies/Computer Science
US Department of the Treasury March 2012 - November 2014
William Donovan May 2010 - February 2012
International Finance Corporation August 2008 - October 2009
US Treasury - Office of Technical Assistance December 2002 - August 2008
Donovan Group January 2000 - January 2004
A.G. Edwards & Sons, Inc. January 1996 - January 2000
Alex. Brown & Sons, Inc. January 1991 - April 1996
Investment Counselors of Maryland November 1988 - October 1990
Citicorp March 1986 - May 1988
Thomson McKinnon Securities January 1983 - March 1986
Skills
Housing Finance, IPO, Capital Markets, Fixed Income, training and development, Secondary Mortgage..., Mortgage Securities, Securities, Valuation, Portfolio Management, Mortgage Lending, Investments, Financial Modeling, Credit Risk, Banking, Economics, Risk Management, Finance, Financial Risk, Bloomberg, Strategy, Financial Analysis, Corporate Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Financial Accounting
The Johns Hopkins University 1967 — 1971
BA, Quatitative Studies/Computer Science
M. Chris Johnson M. Chris Johnson's A.G. Edwards & Sons, Inc. Experience October 2004 - August 2008
Job Technology Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors August 2008 - May 2011
A.G. Edwards & Sons, Inc. October 2004 - August 2008
A.G. Edwards & Sons, Inc. September 2002 - October 2004
Skills
Business Analysis, Disaster Recovery, Help Desk Support, Requirements Gathering, SDLC, SharePoint, Software Documentation, Vendor Management, Visio, Business Requirements, Management, Microsoft Office, Requirements Analysis
Education
Southwestern Illinois College
Associate in Applied Science, Computer Information Systems
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors August 2008 - May 2011
A.G. Edwards & Sons, Inc. October 2004 - August 2008
A.G. Edwards & Sons, Inc. September 2002 - October 2004
Skills
Business Analysis, Disaster Recovery, Help Desk Support, Requirements Gathering, SDLC, SharePoint, Software Documentation, Vendor Management, Visio, Business Requirements, Management, Microsoft Office, Requirements Analysis
Education
Southwestern Illinois College
Associate in Applied Science, Computer Information Systems
Matt Walters's A.G. Edwards & Sons, Inc. Experience June 2001 - August 2001
Job Entrepreneur, Technologist and Tinkerer
Industry Computer Software
Experience
Independent Technologist and Software Consultant March 2010 - Present
GoChime July 2011 - September 2012
Magenic Technologies April 2006 - February 2010
SCH Business Solutions, LLC July 2005 - April 2006
Corphealth September 2004 - May 2005
Affiliated Computer Services June 2004 - September 2004
ZTechnologies September 2003 - May 2004
A.G. Edwards & Sons, Inc. June 2001 - August 2001
Skills
Node.js, JavaScript, Distributed Systems, RabbitMQ, MongoDB, PostgreSQL, C#, WCF, .NET, WPF, Redis, SQL, T-SQL, PL/SQL, Visual Studio, Agile Methodologies, Architecture, Scrum, Software Design, Enterprise Architecture, Software Development, SOA, LINQ, Design Patterns, Web Services, jQuery, Silverlight, Entity Framework, ASP.NET MVC, Test Driven Development, REST, Architectures
Education
Texas Christian University 2000 — 2005
bs, computer science
Udi Dahan's Advanced Distributed Systems / SOA Course
Independent Technologist and Software Consultant March 2010 - Present
GoChime July 2011 - September 2012
Magenic Technologies April 2006 - February 2010
SCH Business Solutions, LLC July 2005 - April 2006
Corphealth September 2004 - May 2005
Affiliated Computer Services June 2004 - September 2004
ZTechnologies September 2003 - May 2004
A.G. Edwards & Sons, Inc. June 2001 - August 2001
Skills
Node.js, JavaScript, Distributed Systems, RabbitMQ, MongoDB, PostgreSQL, C#, WCF, .NET, WPF, Redis, SQL, T-SQL, PL/SQL, Visual Studio, Agile Methodologies, Architecture, Scrum, Software Design, Enterprise Architecture, Software Development, SOA, LINQ, Design Patterns, Web Services, jQuery, Silverlight, Entity Framework, ASP.NET MVC, Test Driven Development, REST, Architectures
Education
Texas Christian University 2000 — 2005
bs, computer science
Udi Dahan's Advanced Distributed Systems / SOA Course
Michelle Byers Michelle Byers's A.G. Edwards & Sons, Inc. Experience March 1996 - February 2006
Job Paralegal at Sandberg Phoenix & von Gontard P.C.
Industry Law Practice
Experience
Sandberg Phoenix & von Gontard P.C. March 2013 - Present
Greensfelder, Hemker & Gale, P.C. March 2006 - February 2013
A.G. Edwards & Sons, Inc. March 1996 - February 2006
Skills
Civil Litigation, Business Litigation, Securities, Legal Research, Westlaw, Legal Writing, Commercial Litigation, Trials, Courts, Litigation Support, Legal Assistance, Corporate Law, Lexis, Document Review, Class Actions, Appeals, Depositions, Employment Litigation, Trial Support
Education
Webster University 1993 — 1995
Bachelor of Arts (B.A.), History and Political Science
St. Louis Community College 1991 — 1993
Associates In Applied Science, Legal Assistant/Paralegal
Sandberg Phoenix & von Gontard P.C. March 2013 - Present
Greensfelder, Hemker & Gale, P.C. March 2006 - February 2013
A.G. Edwards & Sons, Inc. March 1996 - February 2006
Skills
Civil Litigation, Business Litigation, Securities, Legal Research, Westlaw, Legal Writing, Commercial Litigation, Trials, Courts, Litigation Support, Legal Assistance, Corporate Law, Lexis, Document Review, Class Actions, Appeals, Depositions, Employment Litigation, Trial Support
Education
Webster University 1993 — 1995
Bachelor of Arts (B.A.), History and Political Science
St. Louis Community College 1991 — 1993
Associates In Applied Science, Legal Assistant/Paralegal
Thomas Fitch Thomas Fitch's A.G. Edwards & Sons, Inc. Experience January 2007 - August 2009
Job Pioneer Natural Resources
Industry Oil & Energy
Experience
Pioneer Natural Resources Company May 2014 - Present
Pioneer Natural Resources Company August 2011 - Present
U.S. Army September 2001 - April 2012
Litigation Edge August 2009 - August 2011
A.G. Edwards & Sons, Inc. January 2007 - August 2009
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Leadership, Investments, Program Management, Risk Management, Operations Management, Strategic Planning, Team Building, Real Estate, Financial Modeling, Military, Analysis, Cross-functional Team..., Team Leadership, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and Strategy
Texas A&M University 1999 — 2003
Armstrong
Highland Park High School
Pioneer Natural Resources Company May 2014 - Present
Pioneer Natural Resources Company August 2011 - Present
U.S. Army September 2001 - April 2012
Litigation Edge August 2009 - August 2011
A.G. Edwards & Sons, Inc. January 2007 - August 2009
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Leadership, Investments, Program Management, Risk Management, Operations Management, Strategic Planning, Team Building, Real Estate, Financial Modeling, Military, Analysis, Cross-functional Team..., Team Leadership, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and Strategy
Texas A&M University 1999 — 2003
Armstrong
Highland Park High School
Joan Drain Joan Drain's A.G. Edwards & Sons, Inc. Experience December 2004 - August 2009
Job Senior Business Systems Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors January 2014 - Present
Scottrade September 2011 - January 2014
Wells Fargo Advisors (Modis) March 2010 - August 2011
A.G. Edwards & Sons, Inc. December 2004 - August 2009
A.G. Edwards & Sons/Wachovia Securities/Wells Fargo Advisors September 1999 - August 2009
A.G. Edwards & Sons, Inc. September 2000 - December 2004
A.G. Edwards & Sons, Inc. September 1999 - August 2000
Anheuser-Busch (Data Management Consultants Inc.) November 1998 - September 1999
A.G. Edwards & Sons, Inc. May 1997 - November 1998
Circuit Executives Office US Court of Appeals 8th Cir October 1996 - April 1997
Education
Webster University 1989 — 1992
Bachelor, Computer Studies
St. Louis Community College 1981 — 1985
Associate's degree, Legal Assistant, Legal Secretary
Wells Fargo Advisors January 2014 - Present
Scottrade September 2011 - January 2014
Wells Fargo Advisors (Modis) March 2010 - August 2011
A.G. Edwards & Sons, Inc. December 2004 - August 2009
A.G. Edwards & Sons/Wachovia Securities/Wells Fargo Advisors September 1999 - August 2009
A.G. Edwards & Sons, Inc. September 2000 - December 2004
A.G. Edwards & Sons, Inc. September 1999 - August 2000
Anheuser-Busch (Data Management Consultants Inc.) November 1998 - September 1999
A.G. Edwards & Sons, Inc. May 1997 - November 1998
Circuit Executives Office US Court of Appeals 8th Cir October 1996 - April 1997
Education
Webster University 1989 — 1992
Bachelor, Computer Studies
St. Louis Community College 1981 — 1985
Associate's degree, Legal Assistant, Legal Secretary
Sam Levine, CFA, CMT Sam Levine, CFA, CMT's A.G. Edwards & Sons, Inc. Experience March 2001 - March 2007
Job Founder, The Buttonwood Post (buttonwoodpost.com)
Industry Investment Management
Experience
The Buttonwood Post July 2015 - Present
BetterInvesting April 2013 - Present
Market Technicians Association, Inc. July 2010 - June 2015
The Buttonwood Group May 2008 - April 2014
NY Society of Security Analysts October 2005 - July 2010
Regional Bank 2007 - 2008
A.G. Edwards & Sons, Inc. March 2001 - March 2007
United States Army September 1985 - September 1987
Education
Stony Brook University 1989 — 1992
BA, Honors Psychology Program--quantitative personality measurement
The Putney School 1982 — 1984
The Buttonwood Post July 2015 - Present
BetterInvesting April 2013 - Present
Market Technicians Association, Inc. July 2010 - June 2015
The Buttonwood Group May 2008 - April 2014
NY Society of Security Analysts October 2005 - July 2010
Regional Bank 2007 - 2008
A.G. Edwards & Sons, Inc. March 2001 - March 2007
United States Army September 1985 - September 1987
Education
Stony Brook University 1989 — 1992
BA, Honors Psychology Program--quantitative personality measurement
The Putney School 1982 — 1984
Tim Toeniskoetter Tim Toeniskoetter's A.G. Edwards & Sons, Inc. Experience November 2005 - October 2008
Job Web Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2008 - Present
A.G. Edwards & Sons, Inc. November 2005 - October 2008
Modis February 2005 - November 2005
Fleishman-Hillard April 2002 - February 2005
Trinity October 2001 - December 2001
Stifel Nicolaus November 1999 - August 2001
Citicorp Mortgage March 1997 - November 1999
Liturgical Publications November 1996 - March 1997
Bi-State Development Agency May 1988 - October 1996
Skills
SharePoint, IIS, Disaster Recovery, Windows Server, Visio, SDLC
Education
St. Louis Community College 1987 — 2005
AAS, Information Systems
Wells Fargo November 2008 - Present
A.G. Edwards & Sons, Inc. November 2005 - October 2008
Modis February 2005 - November 2005
Fleishman-Hillard April 2002 - February 2005
Trinity October 2001 - December 2001
Stifel Nicolaus November 1999 - August 2001
Citicorp Mortgage March 1997 - November 1999
Liturgical Publications November 1996 - March 1997
Bi-State Development Agency May 1988 - October 1996
Skills
SharePoint, IIS, Disaster Recovery, Windows Server, Visio, SDLC
Education
St. Louis Community College 1987 — 2005
AAS, Information Systems
Kim Noltkamper's A.G. Edwards & Sons, Inc. Experience October 1999 - November 2000
Job Family Office Administrator at Lowenhaupt Global Advisors
Industry Investment Management
Experience
Lowenhaupt Global Advisors September 2008 - Present
TIAA-CREF Trust Co., FSB December 2007 - September 2008
Scott Credit Union April 2006 - December 2007
A.G. Edwards Trust Company, FSB April 2004 - April 2006
A.G. Edwards Trust Company, FSB November 2000 - April 2004
A.G. Edwards & Sons, Inc. October 1999 - November 2000
Skills
Organizing Meetings, Executive Support, Calendaring, Investments, Administrative..., CRM, Finance, Microsoft Office, Management, Microsoft Excel, Risk Management, Financial Analysis, Customer Service, Travel Arrangements, Banking
Education
Southwestern Illinois College
Associate of Science (A.S.), Business Administration and Management, General
Lowenhaupt Global Advisors September 2008 - Present
TIAA-CREF Trust Co., FSB December 2007 - September 2008
Scott Credit Union April 2006 - December 2007
A.G. Edwards Trust Company, FSB April 2004 - April 2006
A.G. Edwards Trust Company, FSB November 2000 - April 2004
A.G. Edwards & Sons, Inc. October 1999 - November 2000
Skills
Organizing Meetings, Executive Support, Calendaring, Investments, Administrative..., CRM, Finance, Microsoft Office, Management, Microsoft Excel, Risk Management, Financial Analysis, Customer Service, Travel Arrangements, Banking
Education
Southwestern Illinois College
Associate of Science (A.S.), Business Administration and Management, General
Bill Niebruegge Bill Niebruegge's A.G. Edwards & Sons, Inc. Experience June 1997 - August 1997
Job Software Engineer at Boeing
Industry Aviation & Aerospace
Experience
Boeing July 2002 - Present
A.G. Edwards & Sons, Inc. June 1997 - August 1997
Skills
Integration, Software Development, C++, Simulations, Software Engineering, Agile Methodologies, Leadership, Embedded Software, Systems Engineering, Aerospace, Avionics
Education
Washington University in St. Louis 2002 — 2005
Master of Science (M.S.), Computer Science
The Ohio State University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Boeing July 2002 - Present
A.G. Edwards & Sons, Inc. June 1997 - August 1997
Skills
Integration, Software Development, C++, Simulations, Software Engineering, Agile Methodologies, Leadership, Embedded Software, Systems Engineering, Aerospace, Avionics
Education
Washington University in St. Louis 2002 — 2005
Master of Science (M.S.), Computer Science
The Ohio State University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Ruth Anne Fulhorst's A.G. Edwards & Sons, Inc. Experience June 1984 - May 2007
Job Data Management Relationship Manager
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities May 2007 - Present
A.G. Edwards & Sons, Inc. June 1984 - May 2007
Education
Barrington University 2000 — 2002
BS, Management Information Systems
St. Louis Community College 1981 — 1983
AAS, Data Processing
University of Missouri-Saint Louis
Wells Fargo Advisors 2009 - Present
Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities May 2007 - Present
A.G. Edwards & Sons, Inc. June 1984 - May 2007
Education
Barrington University 2000 — 2002
BS, Management Information Systems
St. Louis Community College 1981 — 1983
AAS, Data Processing
University of Missouri-Saint Louis
Dan Jundt's A.G. Edwards & Sons, Inc. Experience 2000 - 2003
Job Senior Manager of Network Engineering at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications April 2014 - Present
Charter Communications February 2012 - Present
Charter Communications 2009 - Present
Charter Communications 2009 - Present
Scottrade November 2007 - November 2009
Scottrade 2007 - 2008
Rawlings 2003 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2003
A.G. Edwards Technology Group Inc 2000 - 2003
Saint Louis Community College @ FP 1997 - 2000
Skills
Network Design, Network Engineering, Routers, Switches, Networking, Routing, Cisco Technologies, VoIP, OSPF, QoS, Data Center, Cisco Nexus, BGP, Troubleshooting, VPN, TCP/IP, WAN, Firewalls, MPLS, EIGRP, Juniper, Network Security, Protocol Analysis, Ethernet, Routing Protocols, Network Architecture, Cisco IOS, Switching, DNS, Wireshark, Linux, IP, IPv6, Network Analysis using..., Virtual Port Channels, Cisco Nexus Data-Center..., AC/DC power systems, Overlay Transport..., Cisco Routers, Arduino, LAN-WAN, wire, PWM Power Control, Home Automation
Education
Cleveland Institute of Electronics/World College 2010 — 2014
Associate's degree, Electronics Engineering
Cleveleand Institute Of Electronics 1986 — 1988
Associates Degree in Digital Microprocessor Systems
St. Louis Community College 1983 — 1987
Eureka Senior High 1979 — 1983
High School Diploma
Charter Communications April 2014 - Present
Charter Communications February 2012 - Present
Charter Communications 2009 - Present
Charter Communications 2009 - Present
Scottrade November 2007 - November 2009
Scottrade 2007 - 2008
Rawlings 2003 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2003
A.G. Edwards Technology Group Inc 2000 - 2003
Saint Louis Community College @ FP 1997 - 2000
Skills
Network Design, Network Engineering, Routers, Switches, Networking, Routing, Cisco Technologies, VoIP, OSPF, QoS, Data Center, Cisco Nexus, BGP, Troubleshooting, VPN, TCP/IP, WAN, Firewalls, MPLS, EIGRP, Juniper, Network Security, Protocol Analysis, Ethernet, Routing Protocols, Network Architecture, Cisco IOS, Switching, DNS, Wireshark, Linux, IP, IPv6, Network Analysis using..., Virtual Port Channels, Cisco Nexus Data-Center..., AC/DC power systems, Overlay Transport..., Cisco Routers, Arduino, LAN-WAN, wire, PWM Power Control, Home Automation
Education
Cleveland Institute of Electronics/World College 2010 — 2014
Associate's degree, Electronics Engineering
Cleveleand Institute Of Electronics 1986 — 1988
Associates Degree in Digital Microprocessor Systems
St. Louis Community College 1983 — 1987
Eureka Senior High 1979 — 1983
High School Diploma
Cathy Wilson's A.G. Edwards & Sons, Inc. Experience 2000 - 2004
Job Communications Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors June 2005 - Present
Wachovia Securities 2005 - July 2010
A.G. Edwards & Sons, Inc. 2000 - 2004
Education
St. Louis Community College 2006 — 2009
Graphic Design
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors June 2005 - Present
Wachovia Securities 2005 - July 2010
A.G. Edwards & Sons, Inc. 2000 - 2004
Education
St. Louis Community College 2006 — 2009
Graphic Design
Basil Holobetz's A.G. Edwards & Sons, Inc. Experience August 2006 - November 2007
Job Assistant Professor at Susquehanna University
Industry International Trade and Development
Experience
Susquehanna University July 2014 - Present
Kutztown University August 2012 - Present
Elizabethtown College January 2010 - Present
Holobetz Global Consultants January 2009 - Present
A.G. Edwards & Sons, Inc. August 2006 - November 2007
Paramount Export Company March 1986 - November 2004
Namma Cargo Services August 1984 - November 1985
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Series 7, Asset Allocation, Wealth Management, Investment Advisory, Investments, Retirement Planning, Investment Strategies, Financial Advisory, Management Consulting, Mutual Funds, International Trade, Portfolio Management, Financial Reporting, Analysis, Investment Management, Series 63, Asset Management, Cross-functional Team..., Process Improvement, Managerial Finance, Securities, International Business, Strategic Planning, Business Strategy, Treasury Management, Equities, Financial Services, Corporate Finance, Finance, Business Process..., Retirement, Bonds, Sarbanes-Oxley, Venture Capital, Entrepreneurship, Internal Controls, Private Equity, Business Planning, Mergers & Acquisitions
Education
The Ohio State University 2009 — 2009
AACSB Bridge Program Accreditation, Business Administration and Management, General
Thunderbird School of Global Management 1983 — 1984
MBA, International Business
Villanova University 1978 — 1982
Bachelor of Science (BS), International Business, minor in religion
Susquehanna University July 2014 - Present
Kutztown University August 2012 - Present
Elizabethtown College January 2010 - Present
Holobetz Global Consultants January 2009 - Present
A.G. Edwards & Sons, Inc. August 2006 - November 2007
Paramount Export Company March 1986 - November 2004
Namma Cargo Services August 1984 - November 1985
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Series 7, Asset Allocation, Wealth Management, Investment Advisory, Investments, Retirement Planning, Investment Strategies, Financial Advisory, Management Consulting, Mutual Funds, International Trade, Portfolio Management, Financial Reporting, Analysis, Investment Management, Series 63, Asset Management, Cross-functional Team..., Process Improvement, Managerial Finance, Securities, International Business, Strategic Planning, Business Strategy, Treasury Management, Equities, Financial Services, Corporate Finance, Finance, Business Process..., Retirement, Bonds, Sarbanes-Oxley, Venture Capital, Entrepreneurship, Internal Controls, Private Equity, Business Planning, Mergers & Acquisitions
Education
The Ohio State University 2009 — 2009
AACSB Bridge Program Accreditation, Business Administration and Management, General
Thunderbird School of Global Management 1983 — 1984
MBA, International Business
Villanova University 1978 — 1982
Bachelor of Science (BS), International Business, minor in religion
Don Gartlan's A.G. Edwards & Sons, Inc. Experience June 1996 - October 2001
Job President at Permission To Start Dreaming Foundation
Industry Financial Services
Experience
Permission To Start Dreaming Foundation December 2013 - Present
Evergreen Asset Management May 2011 - March 2015
Russell Investments October 2001 - December 2010
A.G. Edwards & Sons, Inc. June 1996 - October 2001
RBC Dain Rauscher October 1989 - June 1996
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Public Speaking, Wealth Management, Asset Management, Management Consulting, Alternative Investments, Securities, Series 7, Financial Services
Education
Texas A&M University 1984 — 1987
Bachelor of Science, Economics
Permission To Start Dreaming Foundation December 2013 - Present
Evergreen Asset Management May 2011 - March 2015
Russell Investments October 2001 - December 2010
A.G. Edwards & Sons, Inc. June 1996 - October 2001
RBC Dain Rauscher October 1989 - June 1996
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Public Speaking, Wealth Management, Asset Management, Management Consulting, Alternative Investments, Securities, Series 7, Financial Services
Education
Texas A&M University 1984 — 1987
Bachelor of Science, Economics
Phil Toben's A.G. Edwards & Sons, Inc. Experience January 2006 - May 2007
Job Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2008 - Present
Wachovia Securities, LLC June 2007 - June 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2007
Education
Southern Methodist University Dedman School of Law 2000 — 2003
JD
University of Missouri-Columbia 1997 — 2000
BSBA, Management
Wells Fargo July 2008 - Present
Wachovia Securities, LLC June 2007 - June 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2007
Education
Southern Methodist University Dedman School of Law 2000 — 2003
JD
University of Missouri-Columbia 1997 — 2000
BSBA, Management
Ward Petty's A.G. Edwards & Sons, Inc. Experience February 1991 - March 2008
Job Managing Director Investments Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. February 1991 - March 2008
Prudential Bache Securities January 1987 - January 1991
Dean Witter August 1984 - January 1987
Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions
Education
The University of Tennessee at Chattanooga 1980 — 1984
BS, Accounting
McCallie School 1974 — 1980
Benjamin F. Edwards & Co. August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. February 1991 - March 2008
Prudential Bache Securities January 1987 - January 1991
Dean Witter August 1984 - January 1987
Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions
Education
The University of Tennessee at Chattanooga 1980 — 1984
BS, Accounting
McCallie School 1974 — 1980
Bettina Ferguson's A.G. Edwards & Sons, Inc. Experience March 1990 - September 1991
Job Director of Finance at CRRA
Industry Renewables & Environment
Experience
Connecticut Resources Recovery Authority November 2001 - Present
Advest, Inc. July 1995 - November 2001
A.G. Edwards & Sons, Inc. March 1990 - September 1991
Ehrlich Bober March 1986 - March 1990
Bear, Stearns & Co. Inc. September 1984 - March 1986
Constitution State Corporate Credit Union June 1982 - September 1984
Education
The Cooper Union for the Advancement of Science and Art 1988 — 1990
Continuing Ed, Fine Arts and Art History
Mannes College The New School for Music 1988 — 1988
Continuing Ed, Music Theory
University of Connecticut 1978 — 1982
BA, Economics
Connecticut Resources Recovery Authority November 2001 - Present
Advest, Inc. July 1995 - November 2001
A.G. Edwards & Sons, Inc. March 1990 - September 1991
Ehrlich Bober March 1986 - March 1990
Bear, Stearns & Co. Inc. September 1984 - March 1986
Constitution State Corporate Credit Union June 1982 - September 1984
Education
The Cooper Union for the Advancement of Science and Art 1988 — 1990
Continuing Ed, Fine Arts and Art History
Mannes College The New School for Music 1988 — 1988
Continuing Ed, Music Theory
University of Connecticut 1978 — 1982
BA, Economics
Shelly Seals's A.G. Edwards & Sons, Inc. Experience February 1992 - July 1994
Job Senior Compliance Officer
Industry Financial Services
Experience
Edward Jones December 2013 - Present
New York Life Insurance Company August 2011 - August 2012
Scottrade October 2005 - August 2011
Scottrade January 1998 - October 2005
Scottrade September 1995 - January 1998
A.G. Edwards July 1994 - September 1995
A.G. Edwards & Sons, Inc. February 1992 - July 1994
A.G. Edwards & Sons, Inc. July 1988 - January 1992
Skills
Series 7, Securities, Equity Trading, Series 24, Series 63, Trading, Business Analysis, Technical Analysis, Series 55, FINRA, Management, Project Management, Strategic Planning, Disaster Recovery, Business Continuity, Vendor Relationships, Equities, Financial Services, Electronic Trading, ETFs, Options, Investments, Financial Risk, Finance, Bloomberg, Bonds, Fixed Income, Mutual Funds
Education
Southwestern Illinois College 1988 — 1992
Business Administration
Columbia High School 1985 — 1988
Edward Jones December 2013 - Present
New York Life Insurance Company August 2011 - August 2012
Scottrade October 2005 - August 2011
Scottrade January 1998 - October 2005
Scottrade September 1995 - January 1998
A.G. Edwards July 1994 - September 1995
A.G. Edwards & Sons, Inc. February 1992 - July 1994
A.G. Edwards & Sons, Inc. July 1988 - January 1992
Skills
Series 7, Securities, Equity Trading, Series 24, Series 63, Trading, Business Analysis, Technical Analysis, Series 55, FINRA, Management, Project Management, Strategic Planning, Disaster Recovery, Business Continuity, Vendor Relationships, Equities, Financial Services, Electronic Trading, ETFs, Options, Investments, Financial Risk, Finance, Bloomberg, Bonds, Fixed Income, Mutual Funds
Education
Southwestern Illinois College 1988 — 1992
Business Administration
Columbia High School 1985 — 1988
Rob Mayberry's A.G. Edwards & Sons, Inc. Experience May 2004 - November 2006
Job VP and Sr. Financial Advisor for City National Securities, Blues Guitar Player, and Road Bicyclist
Industry Investment Management
Experience
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
Soo Schreiber's A.G. Edwards & Sons, Inc. Experience June 2005 - November 2008
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Charlie Sauer through Northwestern Mutual August 2015 - Present
Barrett Financial through Northwestern Mutual November 2008 - July 2015
A.G. Edwards & Sons, Inc. June 2005 - November 2008
Education
University of Wisconsin-Whitewater 2008 — 2012
MBA
St. Norbert College 2000 — 2004
Bachelor, International Business
Arrowhead
Charlie Sauer through Northwestern Mutual August 2015 - Present
Barrett Financial through Northwestern Mutual November 2008 - July 2015
A.G. Edwards & Sons, Inc. June 2005 - November 2008
Education
University of Wisconsin-Whitewater 2008 — 2012
MBA
St. Norbert College 2000 — 2004
Bachelor, International Business
Arrowhead
Andres Allpere's A.G. Edwards & Sons, Inc. Experience January 2000 - January 2001
Job Toner, Printer & Check Specialist at Advantage Laser Products
Industry Information Technology and Services
Experience
Advantage Laser Products December 2001 - Present
A.G. Edwards & Sons, Inc. January 2000 - January 2001
Frontech Computer January 1997 - January 2000
Skills
Sales Management, Solution Selling, Problem Solving, Customer Service, Strategic Planning, New Business Development, Leadership, Team Building, Microsoft Office, Account Management, Business Development, Marketing Strategy, Contract Negotiation, Sales Operations, Budgets, Business Strategy, Project Management, Start-ups, Negotiation, Microsoft Excel, Marketing, Direct Sales, Vendor Management
Education
AIS
St. Olaf College
Advantage Laser Products December 2001 - Present
A.G. Edwards & Sons, Inc. January 2000 - January 2001
Frontech Computer January 1997 - January 2000
Skills
Sales Management, Solution Selling, Problem Solving, Customer Service, Strategic Planning, New Business Development, Leadership, Team Building, Microsoft Office, Account Management, Business Development, Marketing Strategy, Contract Negotiation, Sales Operations, Budgets, Business Strategy, Project Management, Start-ups, Negotiation, Microsoft Excel, Marketing, Direct Sales, Vendor Management
Education
AIS
St. Olaf College
Barrett Owens's A.G. Edwards & Sons, Inc. Experience January 1999 - January 2001
Job Chief Lending Officer/EVP/Director at First National Bank of Trenton
Industry Banking
Experience
First National Bank of Trenton May 2008 - Present
Foundation For Lovejoy Schools June 2014 - Present
Executive Consultant for Banking, Mortgage, Insurance and Financial Companies February 2008 - May 2008
Maverick Assurity January 2001 - February 2008
National Mortgage Bank 2002 - 2008
A.G. Edwards & Sons, Inc. January 1999 - January 2001
Skills
CEO, President, Asset Management, Asset Managment, Loans, Management, Finance, Banking, Leadership, Sales, Mortgage Lending, Mergers & Acquisitions, Real Estate, Investments, FHA, Due Diligence, Underwriting, Strategic Planning, Consumer Lending, Mortgage Banking, Strategy, Capital Markets, Insurance, Commercial Lending, Selling, Financial Services, Mortgage Underwriting, Commercial Banking, Risk Management, Loan Origination, Management Consulting, Financial Modeling, Credit, Real Estate Economics, Residential Mortgages, Portfolio Management, Financial Analysis, Financial Risk, Analysis, Mergers, Contract Negotiation
Education
University of North Texas 1993 — 1997
BBA, Finance
Texas A&M Commerce 1993 — 1995
First National Bank of Trenton May 2008 - Present
Foundation For Lovejoy Schools June 2014 - Present
Executive Consultant for Banking, Mortgage, Insurance and Financial Companies February 2008 - May 2008
Maverick Assurity January 2001 - February 2008
National Mortgage Bank 2002 - 2008
A.G. Edwards & Sons, Inc. January 1999 - January 2001
Skills
CEO, President, Asset Management, Asset Managment, Loans, Management, Finance, Banking, Leadership, Sales, Mortgage Lending, Mergers & Acquisitions, Real Estate, Investments, FHA, Due Diligence, Underwriting, Strategic Planning, Consumer Lending, Mortgage Banking, Strategy, Capital Markets, Insurance, Commercial Lending, Selling, Financial Services, Mortgage Underwriting, Commercial Banking, Risk Management, Loan Origination, Management Consulting, Financial Modeling, Credit, Real Estate Economics, Residential Mortgages, Portfolio Management, Financial Analysis, Financial Risk, Analysis, Mergers, Contract Negotiation
Education
University of North Texas 1993 — 1997
BBA, Finance
Texas A&M Commerce 1993 — 1995
Adam Barth, CPA's A.G. Edwards & Sons, Inc. Experience July 2007 - August 2007
Job Accountant at Bernstein Rosen & Company, CPA's PC
Industry Financial Services
Experience
Bernstein Rosen & Company, CPA's PC July 2015 - Present
Babaian CPA Associates PLLC June 2014 - June 2015
BlueMountain Capital Management July 2012 - June 2013
Sabretooth Capital December 2011 - June 2012
KPMG September 2008 - December 2011
A.G. Edwards & Sons, Inc. July 2007 - August 2007
Berdon LLP June 2006 - August 2006
MortgageIT June 2005 - August 2005
Education
Syracuse University 2004 — 2008
BS, Accounting, Finance
Bernstein Rosen & Company, CPA's PC July 2015 - Present
Babaian CPA Associates PLLC June 2014 - June 2015
BlueMountain Capital Management July 2012 - June 2013
Sabretooth Capital December 2011 - June 2012
KPMG September 2008 - December 2011
A.G. Edwards & Sons, Inc. July 2007 - August 2007
Berdon LLP June 2006 - August 2006
MortgageIT June 2005 - August 2005
Education
Syracuse University 2004 — 2008
BS, Accounting, Finance
Jennifer San Cartier's A.G. Edwards & Sons, Inc. Experience 1994 - 1997
Job Business Unit Compliance Officer Global Structured Finance at Moody's Investor Service
Industry Financial Services
Experience
Moody's Investor Service 2014 - Present
Fitch Ratings 2005 - 2014
GE Commercial Finance Capital Markets Group 1999 - 2005
A.G. Edwards & Sons, Inc. 1994 - 1997
Skills
Capital Markets, Securitization, Corporate Finance, Global Regulatory..., Project Management, Strategic Planning, Business Process..., Employee Training, Credit, Credit Analysis, Credit Risk, Financial Analysis, Structured Finance, ABS, Investment Banking, Non-profit Volunteer, Non-profit Leadership
Education
The University of Chicago - Booth School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Moody's Investor Service 2014 - Present
Fitch Ratings 2005 - 2014
GE Commercial Finance Capital Markets Group 1999 - 2005
A.G. Edwards & Sons, Inc. 1994 - 1997
Skills
Capital Markets, Securitization, Corporate Finance, Global Regulatory..., Project Management, Strategic Planning, Business Process..., Employee Training, Credit, Credit Analysis, Credit Risk, Financial Analysis, Structured Finance, ABS, Investment Banking, Non-profit Volunteer, Non-profit Leadership
Education
The University of Chicago - Booth School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Jessica A Madsen's A.G. Edwards & Sons, Inc. Experience April 2004 - March 2007
Job Vice President at Northern Trust
Industry Management Consulting
Experience
Northern Trust June 2014 - Present
Northern Trust January 2012 - May 2014
Northern Trust August 2010 - January 2012
Northern Trust July 2008 - August 2010
Deutsche Bank March 2007 - March 2008
A.G. Edwards & Sons, Inc. April 2004 - March 2007
NATO August 2002 - January 2004
Skills
Private Equity, Team Building, Securities Lending, Project Management, Change Management, Operations Management, Management Consulting, Corporate Finance, Derivatives, Analysis, Bloomberg, Business Analysis, Capital Markets, Finance, Financial Analysis, Financial Reporting, Fixed Income, Risk Management, Strategy, Swaps
Education
University of Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Organizational Management
University of Cambridge 2007 — 2008
Certificate, International Business
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Mathematics, French Studies
The University of Edinburgh 2000 — 2001
Junior Year Study-Abroad, Math, French
Northern Trust June 2014 - Present
Northern Trust January 2012 - May 2014
Northern Trust August 2010 - January 2012
Northern Trust July 2008 - August 2010
Deutsche Bank March 2007 - March 2008
A.G. Edwards & Sons, Inc. April 2004 - March 2007
NATO August 2002 - January 2004
Skills
Private Equity, Team Building, Securities Lending, Project Management, Change Management, Operations Management, Management Consulting, Corporate Finance, Derivatives, Analysis, Bloomberg, Business Analysis, Capital Markets, Finance, Financial Analysis, Financial Reporting, Fixed Income, Risk Management, Strategy, Swaps
Education
University of Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Organizational Management
University of Cambridge 2007 — 2008
Certificate, International Business
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Mathematics, French Studies
The University of Edinburgh 2000 — 2001
Junior Year Study-Abroad, Math, French
Adrian Crews's A.G. Edwards & Sons, Inc. Experience July 2005 - February 2006
Job TMIS Manager/ Wells Fargo/ AVP
Industry Information Technology and Services
Experience
Wells Fargo Advisors June 2007 - Present
Wells Fargo 2004 - Present
Wachovia Securities January 2006 - August 2008
A.G. Edwards & Sons, Inc. July 2005 - February 2006
Skills
Disaster Recovery, Active Directory, Vendor Management, VMware, ITIL, Virtualization, System Administration, Integration, Windows 7, Project Management, IT Service Management, Information Technology, IT Operations, BMC Remedy, VMware ESX, Business Analysis, Citrix, Data Center, Enterprise Software, IT Management, Process Improvement, SDLC, SharePoint, Software Documentation, Technical Support, Visio, Windows Server
Education
The University of Memphis
Wells Fargo Advisors June 2007 - Present
Wells Fargo 2004 - Present
Wachovia Securities January 2006 - August 2008
A.G. Edwards & Sons, Inc. July 2005 - February 2006
Skills
Disaster Recovery, Active Directory, Vendor Management, VMware, ITIL, Virtualization, System Administration, Integration, Windows 7, Project Management, IT Service Management, Information Technology, IT Operations, BMC Remedy, VMware ESX, Business Analysis, Citrix, Data Center, Enterprise Software, IT Management, Process Improvement, SDLC, SharePoint, Software Documentation, Technical Support, Visio, Windows Server
Education
The University of Memphis
Laura H Browder's A.G. Edwards & Sons, Inc. Experience 1997 - 2002
Job Senior Financial Analyst, FP&A
Industry Supermarkets
Experience
Save-A-Lot January 2013 - May 2015
TALX June 2008 - December 2010
TALX June 2006 - June 2008
TALX January 2002 - June 2006
A.G. Edwards & Sons, Inc. 1997 - 2002
Rauscher Pierce Refsnes 1994 - 1997
Skills
Financial Analysis, Finance, Equities, Financial Reporting, Analysis, Financial Modeling, Strategic Financial..., Business Analysis, Access, Business Planning, Microsoft Excel, Investments, Forecasting, Portfolio Management, Accounting
Education
Southern Methodist University - Cox School of Business 1991 — 1994
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Save-A-Lot January 2013 - May 2015
TALX June 2008 - December 2010
TALX June 2006 - June 2008
TALX January 2002 - June 2006
A.G. Edwards & Sons, Inc. 1997 - 2002
Rauscher Pierce Refsnes 1994 - 1997
Skills
Financial Analysis, Finance, Equities, Financial Reporting, Analysis, Financial Modeling, Strategic Financial..., Business Analysis, Access, Business Planning, Microsoft Excel, Investments, Forecasting, Portfolio Management, Accounting
Education
Southern Methodist University - Cox School of Business 1991 — 1994
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Gina Hefflinger's A.G. Edwards & Sons, Inc. Experience May 2004 - May 2007
Job VP Sr. Project Manager at Wells Fargo Advisors, LLC/ Owner Sew Inspired
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Sew Inspired January 2004 - Present
Wells Fargo Advisors (Wachovia Securities) September 2009 - October 2010
Wells Fargo Advisors (A.G. Edwards & Sons) May 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2004 - May 2007
A.G. Edwards & Sons, Inc. September 1998 - May 2004
A.G. Edwards & Sons, Inc. May 1996 - September 1998
A.G. Edwards & Sons, Inc. September 1986 - May 1996
Skills
Hold Series 7, Entrepreneurship, Strong Business Acumen, Hold series 66, Creative Services
Education
Southwestern Illinois College 1986 — 2005
Business/Technology/Corporate Communications, 3.75
Valmeyer High School, Valmeyer, IL
Wells Fargo Advisors October 2010 - Present
Sew Inspired January 2004 - Present
Wells Fargo Advisors (Wachovia Securities) September 2009 - October 2010
Wells Fargo Advisors (A.G. Edwards & Sons) May 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2004 - May 2007
A.G. Edwards & Sons, Inc. September 1998 - May 2004
A.G. Edwards & Sons, Inc. May 1996 - September 1998
A.G. Edwards & Sons, Inc. September 1986 - May 1996
Skills
Hold Series 7, Entrepreneurship, Strong Business Acumen, Hold series 66, Creative Services
Education
Southwestern Illinois College 1986 — 2005
Business/Technology/Corporate Communications, 3.75
Valmeyer High School, Valmeyer, IL
Daniel Lamson's A.G. Edwards & Sons, Inc. Experience 2003 - 2005
Job Intermediate Analyst at Citi Mortgages
Industry Information Technology and Services
Experience
Citi October 2014 - Present
Rothman Furniture & Mattress November 2013 - October 2014
Sportsman's Supply Inc. July 2012 - November 2013
Lee Enterprises 2012 - 2012
Freelance Web Developer 2010 - 2012
Talisen Technologies, Inc. 2008 - 2009
Gateway Window & Erectors, Inc. 2005 - 2008
A.G. Edwards & Sons, Inc. 2003 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2003
Skills
Technical Support, SQL, PHP, jQuery, jQuery UI, Web Design, Web Development, Business Catalyst, NetSuite, Linux, Visual Basic, Active Directory, Windows Server, CSS, LAMP, JSON, APIs, XML, Python, CMS, HTML 5, JavaScript, Apache, Databases, Technical Writing, Serialization, Microsoft Office, Computer Hardware, Software Documentation, Web Applications, Hardware
Education
St. Louis Community College 2010 — 2014
AAS, Software Development, 4.0
Citi October 2014 - Present
Rothman Furniture & Mattress November 2013 - October 2014
Sportsman's Supply Inc. July 2012 - November 2013
Lee Enterprises 2012 - 2012
Freelance Web Developer 2010 - 2012
Talisen Technologies, Inc. 2008 - 2009
Gateway Window & Erectors, Inc. 2005 - 2008
A.G. Edwards & Sons, Inc. 2003 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2003
Skills
Technical Support, SQL, PHP, jQuery, jQuery UI, Web Design, Web Development, Business Catalyst, NetSuite, Linux, Visual Basic, Active Directory, Windows Server, CSS, LAMP, JSON, APIs, XML, Python, CMS, HTML 5, JavaScript, Apache, Databases, Technical Writing, Serialization, Microsoft Office, Computer Hardware, Software Documentation, Web Applications, Hardware
Education
St. Louis Community College 2010 — 2014
AAS, Software Development, 4.0
Brian Stahler's A.G. Edwards & Sons, Inc. Experience December 1995 - March 2003
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney February 2009 - May 2013
Merrill Lynch March 2003 - February 2008
A.G. Edwards & Sons, Inc. December 1995 - March 2003
Skills
Investments, Strategic Investment..., Investment Planning
Education
Texas Tech University 1991 — 1995
Bachelors, Finance/Economics
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney February 2009 - May 2013
Merrill Lynch March 2003 - February 2008
A.G. Edwards & Sons, Inc. December 1995 - March 2003
Skills
Investments, Strategic Investment..., Investment Planning
Education
Texas Tech University 1991 — 1995
Bachelors, Finance/Economics
Rose Smotherson's A.G. Edwards & Sons, Inc. Experience September 1999 - March 2004
Job at Robert Half International
Industry Financial Services
Experience
Robert Half International December 2010 - Present
The Human Development Corporation December 2010 - April 2011
Wachovia, A Wells Fargo Company January 2004 - March 2009
A.G. Edwards & Sons, Inc. September 1999 - March 2004
Education
St. Louis Community College 1982 — 1988
Business Adminstration
Robert Half International December 2010 - Present
The Human Development Corporation December 2010 - April 2011
Wachovia, A Wells Fargo Company January 2004 - March 2009
A.G. Edwards & Sons, Inc. September 1999 - March 2004
Education
St. Louis Community College 1982 — 1988
Business Adminstration
Jim Nunciato's A.G. Edwards & Sons, Inc. Experience 1988 - 1990
Job Owner, Wall St On Court St
Industry Investment Management
Experience
FINRA January 1996 - Present
Wall St On Court St 1987 - Present
Wall St On Court St September 1980 - Present
Tompkins Cortland Community College 2000 - 2011
A.G. Edwards & Sons, Inc. 1988 - 1990
Skills
Retirement Planning, Fixed Annuities, Securities, Investments, IRAs, 401k, Mutual Funds, Insurance, Life Insurance, Financial Services, Series 7, Variable Annuities, Customer Service, Fundraising, Public Speaking, Roth IRA, FINRA, Research, Investment Advisory, Portfolio Management, Finance, Budgets, Building Relationships, Financial Analysis, Social Media, Strategic Planning, Strategic Financial..., Client Relations
Education
State University of New York College at Buffalo 1979 — 1980
bs, Economics
State University of New York College at Brockport 1978 — 1979
n/a, Economics
FINRA January 1996 - Present
Wall St On Court St 1987 - Present
Wall St On Court St September 1980 - Present
Tompkins Cortland Community College 2000 - 2011
A.G. Edwards & Sons, Inc. 1988 - 1990
Skills
Retirement Planning, Fixed Annuities, Securities, Investments, IRAs, 401k, Mutual Funds, Insurance, Life Insurance, Financial Services, Series 7, Variable Annuities, Customer Service, Fundraising, Public Speaking, Roth IRA, FINRA, Research, Investment Advisory, Portfolio Management, Finance, Budgets, Building Relationships, Financial Analysis, Social Media, Strategic Planning, Strategic Financial..., Client Relations
Education
State University of New York College at Buffalo 1979 — 1980
bs, Economics
State University of New York College at Brockport 1978 — 1979
n/a, Economics
Steven Laux's A.G. Edwards & Sons, Inc. Experience November 1997 - February 1999
Job Lead Capacity and Performance Engineer at MetLife
Industry Information Technology and Services
Experience
MetLife June 2011 - Present
Fpweb.net December 2008 - January 2011
Fpweb.net December 2008 - July 2009
Anheuser-Busch July 2004 - December 2008
Solution Consultants, Inc. July 2004 - December 2008
MetLife 2000 - 2004
A.G. Edwards & Sons, Inc. November 1997 - February 1999
Skills
IT Management, ITIL, IT Operations, IT architectures, Windows Server, Virtualization, Hyper-V, SCOM, Clustering, Team Leadership, Microsoft Infrastructure, Active Directory, Cost Savings, Operational Efficiency, MCSE, SharePoint, NetApp Filers, iSCSI, SAN, Cloud Computing, SQL Server, Patch Management, Disaster Recovery, DNS, Mentoring, Scripting, Windows Server 2008, Microsoft Technologies, Troubleshooting, Servers, Storage Area Networks, Hardware, Networking, High Availability, Cluster, Microsoft SQL Server
Education
St. Louis Community College 2012 — 2015
Business Administration
MetLife June 2011 - Present
Fpweb.net December 2008 - January 2011
Fpweb.net December 2008 - July 2009
Anheuser-Busch July 2004 - December 2008
Solution Consultants, Inc. July 2004 - December 2008
MetLife 2000 - 2004
A.G. Edwards & Sons, Inc. November 1997 - February 1999
Skills
IT Management, ITIL, IT Operations, IT architectures, Windows Server, Virtualization, Hyper-V, SCOM, Clustering, Team Leadership, Microsoft Infrastructure, Active Directory, Cost Savings, Operational Efficiency, MCSE, SharePoint, NetApp Filers, iSCSI, SAN, Cloud Computing, SQL Server, Patch Management, Disaster Recovery, DNS, Mentoring, Scripting, Windows Server 2008, Microsoft Technologies, Troubleshooting, Servers, Storage Area Networks, Hardware, Networking, High Availability, Cluster, Microsoft SQL Server
Education
St. Louis Community College 2012 — 2015
Business Administration
Jason McDowell's A.G. Edwards & Sons, Inc. Experience May 2006 - May 2008
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2008 - Present
A.G. Edwards & Sons, Inc. May 2006 - May 2008
Edward Jones August 1998 - May 2006
Citation Corporation January 1995 - 1997
Cumberland Swan 1990 - 1993
Skills
Retirement Planning, Investments, Retirement, Portfolio Management, Mutual Funds, 401k, Fixed Annuities, Securities, Estate Investment..., Strategic Investment...
Education
University of Alabama at Birmingham 1995 — 1996
M.B.A., Finance
Tennessee Technological University 1989 — 1994
B.S., Industrial Technology
Smyrna/LaVergne High 1987 — 1989
Wells Fargo Advisors, LLC May 2008 - Present
A.G. Edwards & Sons, Inc. May 2006 - May 2008
Edward Jones August 1998 - May 2006
Citation Corporation January 1995 - 1997
Cumberland Swan 1990 - 1993
Skills
Retirement Planning, Investments, Retirement, Portfolio Management, Mutual Funds, 401k, Fixed Annuities, Securities, Estate Investment..., Strategic Investment...
Education
University of Alabama at Birmingham 1995 — 1996
M.B.A., Finance
Tennessee Technological University 1989 — 1994
B.S., Industrial Technology
Smyrna/LaVergne High 1987 — 1989
Lance Whitworth's A.G. Edwards & Sons, Inc. Experience May 2005 - August 2007
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
A.G. Edwards & Sons, Inc. May 2005 - August 2007
Skills
Investments, Series 7, Wealth Management, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University
Merrill Lynch August 2007 - Present
A.G. Edwards & Sons, Inc. May 2005 - August 2007
Skills
Investments, Series 7, Wealth Management, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University
Glenn Hefner, CFA's A.G. Edwards & Sons, Inc. Experience 1996 - 1998
Job Portfolio Manager, Financial and Equity Analyst
Industry Investment Management
Experience
ADIA October 2007 - August 2014
Capitalia April 2005 - August 2007
Ras Asset Management May 2000 - April 2005
A.G. Edwards & Sons, Inc. 1996 - 1998
Skills
Equities, Portfolio Management, Valuation, Equity Research, Investments, Asset Allocation, Bloomberg, Financial Modeling, Financial Markets, Capital Markets, Emerging Markets, Private Equity, Investment Banking, Hedge Funds, Financial Analysis, Corporate Finance, Chartered Financial..., Economics, Strategic Financial..., Due Diligence, Negotiation, Relationship Building, Asset Management, Equity, Investment Management, Investment Strategies
Education
Thunderbird School of Global Management 1993 — 1994
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (BS), Finance, General
ADIA October 2007 - August 2014
Capitalia April 2005 - August 2007
Ras Asset Management May 2000 - April 2005
A.G. Edwards & Sons, Inc. 1996 - 1998
Skills
Equities, Portfolio Management, Valuation, Equity Research, Investments, Asset Allocation, Bloomberg, Financial Modeling, Financial Markets, Capital Markets, Emerging Markets, Private Equity, Investment Banking, Hedge Funds, Financial Analysis, Corporate Finance, Chartered Financial..., Economics, Strategic Financial..., Due Diligence, Negotiation, Relationship Building, Asset Management, Equity, Investment Management, Investment Strategies
Education
Thunderbird School of Global Management 1993 — 1994
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (BS), Finance, General
Nick Nave's A.G. Edwards & Sons, Inc. Experience February 2001 - February 2003
Job Compliance Manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC February 2003 - Present
A.G. Edwards & Sons, Inc. February 2001 - February 2003
A.G. Edwards & Sons, Inc. August 1996 - February 2001
Education
Texas Tech University School of Law 1992 — 1995
JD, Law
University of Notre Dame 1988 — 1992
BA, Government/International Relations
Allstate Financial Services, LLC February 2003 - Present
A.G. Edwards & Sons, Inc. February 2001 - February 2003
A.G. Edwards & Sons, Inc. August 1996 - February 2001
Education
Texas Tech University School of Law 1992 — 1995
JD, Law
University of Notre Dame 1988 — 1992
BA, Government/International Relations
Barlow Savidge's A.G. Edwards & Sons, Inc. Experience September 2005 - March 2009
Job Managing Director at M&T Bank
Industry Banking
Experience
M&T Bank March 2009 - Present
A.G. Edwards & Sons, Inc. September 2005 - March 2009
Legg Mason December 1997 - September 2005
Skills
Asset Managment, Investments, Due Diligence, Financial Analysis, Mergers, Bonds, Securities, Wealth Management, Credit Analysis, Retirement Planning, Managerial Finance, Derivatives, Banking, Real Estate, Consulting, Strategic Planning, Asset Management, Mergers & Acquisitions
Education
The Johns Hopkins University 1986 — 1990
B.A., International Studies
M&T Bank March 2009 - Present
A.G. Edwards & Sons, Inc. September 2005 - March 2009
Legg Mason December 1997 - September 2005
Skills
Asset Managment, Investments, Due Diligence, Financial Analysis, Mergers, Bonds, Securities, Wealth Management, Credit Analysis, Retirement Planning, Managerial Finance, Derivatives, Banking, Real Estate, Consulting, Strategic Planning, Asset Management, Mergers & Acquisitions
Education
The Johns Hopkins University 1986 — 1990
B.A., International Studies
Kristine Garton's A.G. Edwards & Sons, Inc. Experience January 2007 - January 2008
Job Category Insights at The Hain Celestial Group
Industry Consumer Goods
Experience
The Hain Celestial Group September 2014 - Present
MillerCoors May 2011 - September 2014
MillerCoors March 2010 - May 2011
Oppenheimer & Co. January 2008 - July 2008
A.G. Edwards & Sons, Inc. January 2007 - January 2008
Royal Bank of Canada August 2005 - January 2007
Skills
Financial Modeling, Management, Pricing, Brand Management, Project Management, Market Research, Finance, Competitive Analysis, CRM, Strategic Planning, Budgets, Forecasting, Emerging Markets, Business Strategy, Strategy
Education
Thunderbird School of Global Management 2008 — 2009
MBA
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BSBA, Finance, International Business
The Hain Celestial Group September 2014 - Present
MillerCoors May 2011 - September 2014
MillerCoors March 2010 - May 2011
Oppenheimer & Co. January 2008 - July 2008
A.G. Edwards & Sons, Inc. January 2007 - January 2008
Royal Bank of Canada August 2005 - January 2007
Skills
Financial Modeling, Management, Pricing, Brand Management, Project Management, Market Research, Finance, Competitive Analysis, CRM, Strategic Planning, Budgets, Forecasting, Emerging Markets, Business Strategy, Strategy
Education
Thunderbird School of Global Management 2008 — 2009
MBA
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BSBA, Finance, International Business
Edward Clark, PMP, MPM's A.G. Edwards & Sons, Inc. Experience December 2000 - December 2002
Job Project Manager IV at Mercy
Industry Hospital & Health Care
Experience
Mercy March 2015 - Present
Mercy December 2013 - Present
Kim's Jewelry Case August 2013 - December 2013
SAIC April 2007 - April 2013
Crown Partners LLC April 2006 - March 2007
Tripos, Inc. January 2005 - March 2006
MasterClock, Inc February 2004 - January 2005
A.G. Edwards Technology Group December 2002 - January 2004
A.G. Edwards & Sons, Inc. December 2000 - December 2002
Daugherty Business Solutions 1997 - 2000
Skills
Academia, PMP, Program Management, Project Management, Process Improvement, MS Project, Resource Management, Software Project..., Requirements Analysis, Integration, Business Analysis, SharePoint, Business Intelligence, Performance Dashboards, Project Server, Linux, Windows, Linux Server, ITIL v3 Foundations..., Testing, Requirements Gathering, Management, Change Management, Team Building, Quality Assurance, Project Portfolio..., Information Technology, PMO, Leadership, Software Documentation, Risk Management, ITIL, Strategy, IT Management, IT Strategy, Analysis, Vendor Management, CRM, IT Service Management, Requirements Management, Project Planning, Visio, Earned Value Management, Project Delivery, Enterprise Architecture, Team Leadership, PMI, Certified Project..., Microsoft Project
Education
Washington University in St. Louis 2011 — 2014
Master of Project Management, Project Management
Washington University in St. Louis 2011 — 2012
Graduate Certificate in Project Management, Project Management
University of Southern Mississippi 1991 — 1995
BS, Computer Science, Minor in Business
Mercy March 2015 - Present
Mercy December 2013 - Present
Kim's Jewelry Case August 2013 - December 2013
SAIC April 2007 - April 2013
Crown Partners LLC April 2006 - March 2007
Tripos, Inc. January 2005 - March 2006
MasterClock, Inc February 2004 - January 2005
A.G. Edwards Technology Group December 2002 - January 2004
A.G. Edwards & Sons, Inc. December 2000 - December 2002
Daugherty Business Solutions 1997 - 2000
Skills
Academia, PMP, Program Management, Project Management, Process Improvement, MS Project, Resource Management, Software Project..., Requirements Analysis, Integration, Business Analysis, SharePoint, Business Intelligence, Performance Dashboards, Project Server, Linux, Windows, Linux Server, ITIL v3 Foundations..., Testing, Requirements Gathering, Management, Change Management, Team Building, Quality Assurance, Project Portfolio..., Information Technology, PMO, Leadership, Software Documentation, Risk Management, ITIL, Strategy, IT Management, IT Strategy, Analysis, Vendor Management, CRM, IT Service Management, Requirements Management, Project Planning, Visio, Earned Value Management, Project Delivery, Enterprise Architecture, Team Leadership, PMI, Certified Project..., Microsoft Project
Education
Washington University in St. Louis 2011 — 2014
Master of Project Management, Project Management
Washington University in St. Louis 2011 — 2012
Graduate Certificate in Project Management, Project Management
University of Southern Mississippi 1991 — 1995
BS, Computer Science, Minor in Business
Binwant Mohi's A.G. Edwards & Sons, Inc. Experience November 2006 - August 2007
Job Business Analyst
Industry Financial Services
Experience
Bank of America October 2007 - Present
A.G. Edwards & Sons, Inc. November 2006 - August 2007
Education
Troy University
MBA, Management
Bank of America October 2007 - Present
A.G. Edwards & Sons, Inc. November 2006 - August 2007
Education
Troy University
MBA, Management
Michael Beyers, CFP®'s A.G. Edwards & Sons, Inc. Experience November 2003 - May 2008
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2010 - Present
Credit Suisse May 2008 - November 2010
A.G. Edwards & Sons, Inc. November 2003 - May 2008
Skills
Certified Financial...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Finance, Anthropology
UBS Financial Services November 2010 - Present
Credit Suisse May 2008 - November 2010
A.G. Edwards & Sons, Inc. November 2003 - May 2008
Skills
Certified Financial...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Finance, Anthropology
Holli Pringle's A.G. Edwards & Sons, Inc. Experience August 1999 - February 2000
Job Attorney/CPA
Industry Accounting
Experience
Texas Tech University September 2010 - December 2012
Armstrong Backus & Co., LLP September 2006 - October 2007
Allen Keller Company July 2000 - May 2001
A.G. Edwards & Sons, Inc. August 1999 - February 2000
Skills
Individual Income Tax, Partnership Taxation, Corporate Tax, Non-profits..., Financial Accounting, QuickBooks, Mediation Training, Financial Reporting, Income Tax, Accounting, Mediation, Accounts Receivable, Tax Preparation, Financial Analysis, Tax Returns, Tax Research, Internal Controls, Bookkeeping, GAAP, Tax, Finance, Financial Planners
Education
Texas Tech University - Rawls College of Business 2002 — 2006
M.S.A.-Taxation, Accounting-Tax
Texas Tech University School of Law 2001 — 2004
J.D., Law
Texas State University 1998 — 1999
B.S., Agriculture Business & Management
Texas Tech University September 2010 - December 2012
Armstrong Backus & Co., LLP September 2006 - October 2007
Allen Keller Company July 2000 - May 2001
A.G. Edwards & Sons, Inc. August 1999 - February 2000
Skills
Individual Income Tax, Partnership Taxation, Corporate Tax, Non-profits..., Financial Accounting, QuickBooks, Mediation Training, Financial Reporting, Income Tax, Accounting, Mediation, Accounts Receivable, Tax Preparation, Financial Analysis, Tax Returns, Tax Research, Internal Controls, Bookkeeping, GAAP, Tax, Finance, Financial Planners
Education
Texas Tech University - Rawls College of Business 2002 — 2006
M.S.A.-Taxation, Accounting-Tax
Texas Tech University School of Law 2001 — 2004
J.D., Law
Texas State University 1998 — 1999
B.S., Agriculture Business & Management
Dan Abkemeier's A.G. Edwards & Sons, Inc. Experience 1984 - 2002
Job Series 7 Series 63 Series 24
Industry Investment Management
Experience
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
Stacy Gianinni's A.G. Edwards & Sons, Inc. Experience 2005 - 2006
Job Work Comp Regional Marketing Manager
Industry Insurance
Experience
State Auto Insurance 2011 - 2014
State Auto Insurance 2008 - 2011
Specialty Risk Services 2006 - 2008
A.G. Edwards & Sons, Inc. 2005 - 2006
Nationwide Insurance 1998 - 2003
Farmers Insurance 1989 - 1997
Skills
Insurance, Property & Casualty..., Claim, Casualty, Workers Compensation, Commercial Lines, Commercial Insurance, Underwriting, Business Relationship..., Risk Management..., Liability, Sales Presentations, Disability Insurance, Casualty Insurance, Excess, Marketing, General Insurance, Claims Management, Legal Liability, Professional Liability, Umbrella Insurance, Risk Management, Employee Benefits, Finance, Strategic Planning, Process Improvement, Health Insurance, Direct Sales, Marketing Management, Marketing Strategy, Product Marketing, Business Relationship..., Vendor Relationship..., Business Analytics, Client Presentation, Public Speaking
Education
The University of Montana - School of Business Administration 1984 — 1988
BA, Finance
Dutton High School 1980 — 1984
Diploma, Diploma
State Auto Insurance 2011 - 2014
State Auto Insurance 2008 - 2011
Specialty Risk Services 2006 - 2008
A.G. Edwards & Sons, Inc. 2005 - 2006
Nationwide Insurance 1998 - 2003
Farmers Insurance 1989 - 1997
Skills
Insurance, Property & Casualty..., Claim, Casualty, Workers Compensation, Commercial Lines, Commercial Insurance, Underwriting, Business Relationship..., Risk Management..., Liability, Sales Presentations, Disability Insurance, Casualty Insurance, Excess, Marketing, General Insurance, Claims Management, Legal Liability, Professional Liability, Umbrella Insurance, Risk Management, Employee Benefits, Finance, Strategic Planning, Process Improvement, Health Insurance, Direct Sales, Marketing Management, Marketing Strategy, Product Marketing, Business Relationship..., Vendor Relationship..., Business Analytics, Client Presentation, Public Speaking
Education
The University of Montana - School of Business Administration 1984 — 1988
BA, Finance
Dutton High School 1980 — 1984
Diploma, Diploma
Chantal Pilon's A.G. Edwards & Sons, Inc. Experience May 2007 - August 2007
Job Health and Wellness Coach at Wellness Council of Arizona
Industry Health, Wellness and Fitness
Experience
Wellness Council of Arizona June 2014 - Present
HealthCorps June 2012 - June 2014
Ernst & Young August 2008 - May 2012
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Mellon Financial September 2006 - December 2006
Skills
Research, Social Media, Event Planning, Microsoft Word, Teamwork, Public Speaking, Event Management, Strategy, Fundraising, Data Analysis, Nonprofits, Project Management, Economics, Program Management
Education
Trinity College-Hartford 2004 — 2008
Economics, B.S.
Hotchkiss School 2001 — 2004
High School
Rumsey Hall School 1996 — 2001
Wellness Council of Arizona June 2014 - Present
HealthCorps June 2012 - June 2014
Ernst & Young August 2008 - May 2012
A.G. Edwards & Sons, Inc. May 2007 - August 2007
Mellon Financial September 2006 - December 2006
Skills
Research, Social Media, Event Planning, Microsoft Word, Teamwork, Public Speaking, Event Management, Strategy, Fundraising, Data Analysis, Nonprofits, Project Management, Economics, Program Management
Education
Trinity College-Hartford 2004 — 2008
Economics, B.S.
Hotchkiss School 2001 — 2004
High School
Rumsey Hall School 1996 — 2001
Latha Viswanatha's A.G. Edwards & Sons, Inc. Experience November 1991 - September 2007
Job Sr. QA Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC January 2010 - June 2011
Ralcorp Holdings March 2009 - June 2009
Wachovia Securities, LLC October 2007 - August 2008
A.G. Edwards & Sons, Inc. November 1991 - September 2007
Skills
Regression Testing, DB2, Requirements Analysis, Visio, SDLC, Software Project..., Quality Assurance, SQL, Mainframe, Requirements Gathering, Integration, System Testing, Unix, Business Analysis, Testing
Education
St. Louis Community College
Certificate, Computer Science
St. Philomenas's College
BS, Science
Wells Fargo Advisors, LLC January 2010 - June 2011
Ralcorp Holdings March 2009 - June 2009
Wachovia Securities, LLC October 2007 - August 2008
A.G. Edwards & Sons, Inc. November 1991 - September 2007
Skills
Regression Testing, DB2, Requirements Analysis, Visio, SDLC, Software Project..., Quality Assurance, SQL, Mainframe, Requirements Gathering, Integration, System Testing, Unix, Business Analysis, Testing
Education
St. Louis Community College
Certificate, Computer Science
St. Philomenas's College
BS, Science
Vicki Kosydor's A.G. Edwards & Sons, Inc. Experience June 1986 - August 1992
Job Vice President at Federal Reserve Bank of St. Louis
Industry Information Technology and Services
Experience
Federal Reserve Bank 1999 - Present
Union Planters Bank August 1992 - August 1999
A.G. Edwards & Sons, Inc. June 1986 - August 1992
Education
Southern Illinois University, Edwardsville 1983 — 1986
BS/ MIS & MBA, Management & Information Technology
Federal Reserve Bank 1999 - Present
Union Planters Bank August 1992 - August 1999
A.G. Edwards & Sons, Inc. June 1986 - August 1992
Education
Southern Illinois University, Edwardsville 1983 — 1986
BS/ MIS & MBA, Management & Information Technology
Jeff Hurst's A.G. Edwards & Sons, Inc. Experience January 1997 - December 2001
Job Sr Sales Representative at Merck Animal Health
Industry Veterinary
Experience
Merck Animal Health January 2002 - Present
A.G. Edwards & Sons, Inc. January 1997 - December 2001
Pittman-Moore 1991 - 1996
Skills
Pharmaceutical Sales, Vaccines, Sales Effectiveness, Veterinary, Pharmaceutical Industry, Veterinary Medicine, Sales Operations, Infectious Diseases, Sales Management, Sales, Product Launch, Sales Force Development, Cardiology, Urology, Dermatology, Selling Skills, Immunology, Sales Presentations, Selling, Diabetes, Endocrinology, Market Access, Anesthesia, Neurology, Gastroenterology, Rheumatology, Internal Medicine, Biologics, Medical Devices, Biotechnology, Lifesciences, Market Planning, Managed Care, Pharmacovigilance, Capital Equipment
Education
Tarleton State University 1986 — 1991
Agribusiness, Agribusiness/Agricultural Business Operations
Merck Animal Health January 2002 - Present
A.G. Edwards & Sons, Inc. January 1997 - December 2001
Pittman-Moore 1991 - 1996
Skills
Pharmaceutical Sales, Vaccines, Sales Effectiveness, Veterinary, Pharmaceutical Industry, Veterinary Medicine, Sales Operations, Infectious Diseases, Sales Management, Sales, Product Launch, Sales Force Development, Cardiology, Urology, Dermatology, Selling Skills, Immunology, Sales Presentations, Selling, Diabetes, Endocrinology, Market Access, Anesthesia, Neurology, Gastroenterology, Rheumatology, Internal Medicine, Biologics, Medical Devices, Biotechnology, Lifesciences, Market Planning, Managed Care, Pharmacovigilance, Capital Equipment
Education
Tarleton State University 1986 — 1991
Agribusiness, Agribusiness/Agricultural Business Operations
Jesse Ostrow's A.G. Edwards & Sons, Inc. Experience July 1999 - June 2001
Job Chief Investment Officer at MedProperties Group
Industry Real Estate
Experience
Equibase Capital Group June 2006 - July 2011
Security Capital Research & Management July 2001 - June 2004
A.G. Edwards & Sons, Inc. July 1999 - June 2001
Skills
Investment Banking, Structured Products, Investment Management, Asset Management, Due Diligence, Private Equity, Investments, Financial Analysis, Valuation, Real Estate Economics, Financial Modeling, Disposition, Portfolio Management, Alternative Investments, Real Estate Development, Mergers & Acquisitions, Capital Markets, Corporate Finance, Acquisitions, Real Estate
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
BBA
Equibase Capital Group June 2006 - July 2011
Security Capital Research & Management July 2001 - June 2004
A.G. Edwards & Sons, Inc. July 1999 - June 2001
Skills
Investment Banking, Structured Products, Investment Management, Asset Management, Due Diligence, Private Equity, Investments, Financial Analysis, Valuation, Real Estate Economics, Financial Modeling, Disposition, Portfolio Management, Alternative Investments, Real Estate Development, Mergers & Acquisitions, Capital Markets, Corporate Finance, Acquisitions, Real Estate
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
BBA
Alexandra Johns's A.G. Edwards & Sons, Inc. Experience September 2004 - August 2007
Job Branch Administrator at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Vermont State Employees Credit Union January 2012 - February 2014
Broker/Dealer in Vermont November 2011 - September 2012
American Eagle Outfitters March 2009 - April 2011
A.G. Edwards & Sons, Inc. September 2004 - August 2007
Skills
Access, Microsoft Excel, PowerPoint, Sales, Finance, Microsoft Office, Microsoft Word, Customer Service, Time Management, Marketing, Facebook, Social Media
Education
Suffolk University 2007 — 2011
BSBA, Finance and Management
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance and Management
Wells Fargo Advisors June 2014 - Present
Vermont State Employees Credit Union January 2012 - February 2014
Broker/Dealer in Vermont November 2011 - September 2012
American Eagle Outfitters March 2009 - April 2011
A.G. Edwards & Sons, Inc. September 2004 - August 2007
Skills
Access, Microsoft Excel, PowerPoint, Sales, Finance, Microsoft Office, Microsoft Word, Customer Service, Time Management, Marketing, Facebook, Social Media
Education
Suffolk University 2007 — 2011
BSBA, Finance and Management
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance and Management
Lance Villarreal's A.G. Edwards & Sons, Inc. Experience 2004 - 2010
Job Environmental Engineer at Dios Dado Environmental Ltd.
Industry Environmental Services
Experience
Dios Dado Environmental Ltd. October 2010 - Present
ProSource November 2011 - Present
Harte-Hanks Direct Marketing December 2009 - August 2010
A.G. Edwards & Sons, Inc. 2004 - 2010
Healthcare Services Group, Inc. December 2008 - August 2009
Healthcare Services Group, Inc. December 2008 - August 2009
Stephen F. Austin State University April 2006 - December 2007
Skills
Training, Management, Marketing, Sales, Human Resources, Operations Management, New Business Development, Selling, Troubleshooting, Integration, Networking, Interviews, Office Management, Trade Shows, Customer Service
Education
Stephen F. Austin State University 2005 — 2008
Master of Science, Family and Consumer Sciences, Marketing, Communications
Stephen F. Austin State University 2000 — 2005
Bachelor of Science, Hospitality Administration, Business
Dios Dado Environmental Ltd. October 2010 - Present
ProSource November 2011 - Present
Harte-Hanks Direct Marketing December 2009 - August 2010
A.G. Edwards & Sons, Inc. 2004 - 2010
Healthcare Services Group, Inc. December 2008 - August 2009
Healthcare Services Group, Inc. December 2008 - August 2009
Stephen F. Austin State University April 2006 - December 2007
Skills
Training, Management, Marketing, Sales, Human Resources, Operations Management, New Business Development, Selling, Troubleshooting, Integration, Networking, Interviews, Office Management, Trade Shows, Customer Service
Education
Stephen F. Austin State University 2005 — 2008
Master of Science, Family and Consumer Sciences, Marketing, Communications
Stephen F. Austin State University 2000 — 2005
Bachelor of Science, Hospitality Administration, Business
Brad Goodchild's A.G. Edwards & Sons, Inc. Experience 1992 - 2007
Job First Vice President Investments at The Whelan/Goodchild/Whelan Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1992 - Present
A.G. Edwards & Sons, Inc. 1992 - 2007
NCNB National Bank ( BankAmerica) 1989 - 1992
Skills
Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Fixed Income, Mortgage Lending, Loans, Investment Advisory, Banking, Financial Services, Investment Strategies, Retirement Planning, 401k Rollovers, Business Owner Planning, multigenerational..., Risk Management, Estate Investment..., Fixed Income Strategies, Finance, Strategic Analysis
Education
Stetson University 1984 — 1998
Bachelor of Business Administration, Finance
Wells Fargo Advisors, LLC February 1992 - Present
A.G. Edwards & Sons, Inc. 1992 - 2007
NCNB National Bank ( BankAmerica) 1989 - 1992
Skills
Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Fixed Income, Mortgage Lending, Loans, Investment Advisory, Banking, Financial Services, Investment Strategies, Retirement Planning, 401k Rollovers, Business Owner Planning, multigenerational..., Risk Management, Estate Investment..., Fixed Income Strategies, Finance, Strategic Analysis
Education
Stetson University 1984 — 1998
Bachelor of Business Administration, Finance
Nancy Farren's A.G. Edwards & Sons, Inc. Experience June 1991 - August 1993
Job Office Manager, American Insurance
Industry Insurance
Experience
American Insurance January 2004 - Present
A.G. Edwards & Sons, Inc. June 1991 - August 1993
Shearson Lehman Brothers July 1990 - June 1991
Skills
Insurance, Underwriting, Risk Management, Commercial Insurance, General Insurance, Property & Casualty..., Liability, Strategic Planning, Casualty
Education
Stonehill College
Bachelor of Arts Degree
American Insurance January 2004 - Present
A.G. Edwards & Sons, Inc. June 1991 - August 1993
Shearson Lehman Brothers July 1990 - June 1991
Skills
Insurance, Underwriting, Risk Management, Commercial Insurance, General Insurance, Property & Casualty..., Liability, Strategic Planning, Casualty
Education
Stonehill College
Bachelor of Arts Degree
Sherrye Mance's A.G. Edwards & Sons, Inc. Experience September 2000 - February 2002
Job Professional Financial Aid Consultant at Nationwide Financial Services Professional
Industry Financial Services
Experience
Nationwide Financial Services, LLC January 2014 - Present
Sunset Village Apartments November 2011 - December 2013
Domino's Pizza April 2008 - April 2011
Remington College June 2003 - May 2006
Whispering Oaks Apts. LLC November 2002 - June 2003
A.G. Edwards & Sons, Inc. September 2000 - February 2002
A.G. Edwards & Sons, Inc. June 1999 - September 2000
Univesity at Pine Bluff June 1989 - May 1996
Skills
Microsoft Excel, Microsoft Office, Budget, Accounting, Customer Service, Outlook, PowerPoint, Microsoft Word, Inventory Management, Research, Management, Public Speaking, Data Analysis, Leadership, Data Entry, Budgets, System Administration, Teamwork, Access, Payroll, Time Management, Help Desk Support, Access Control, Troubleshooting, Program Management, Administration, Interviews, Finance
Education
Strayer University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.00
University of Arkansas at Pine Bluff 1982 — 1988
Bachelor of Science (BS), Computer Science
Samuel Vaster high School
Graduate, Honors/Regents High School/Secondary Diploma Program
Nationwide Financial Services, LLC January 2014 - Present
Sunset Village Apartments November 2011 - December 2013
Domino's Pizza April 2008 - April 2011
Remington College June 2003 - May 2006
Whispering Oaks Apts. LLC November 2002 - June 2003
A.G. Edwards & Sons, Inc. September 2000 - February 2002
A.G. Edwards & Sons, Inc. June 1999 - September 2000
Univesity at Pine Bluff June 1989 - May 1996
Skills
Microsoft Excel, Microsoft Office, Budget, Accounting, Customer Service, Outlook, PowerPoint, Microsoft Word, Inventory Management, Research, Management, Public Speaking, Data Analysis, Leadership, Data Entry, Budgets, System Administration, Teamwork, Access, Payroll, Time Management, Help Desk Support, Access Control, Troubleshooting, Program Management, Administration, Interviews, Finance
Education
Strayer University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.00
University of Arkansas at Pine Bluff 1982 — 1988
Bachelor of Science (BS), Computer Science
Samuel Vaster high School
Graduate, Honors/Regents High School/Secondary Diploma Program
Mitchel J. Syp's A.G. Edwards & Sons, Inc. Experience May 2006 - November 2007
Job Consultant Relations Vice President at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors July 2011 - Present
Columbia Management November 2007 - July 2011
A.G. Edwards & Sons, Inc. May 2006 - November 2007
State Street February 2005 - May 2006
Skills
Bonds, Bloomberg, Excel, Fixed Income, Trading, Asset Management, Capital Markets, Investments, Microsoft Excel, Investment Management, Securities, Investment Strategies
Education
The Johns Hopkins University 1995 — 1999
B.A., Sociology
Delbarton School 1991 — 1995
Breckinridge Capital Advisors July 2011 - Present
Columbia Management November 2007 - July 2011
A.G. Edwards & Sons, Inc. May 2006 - November 2007
State Street February 2005 - May 2006
Skills
Bonds, Bloomberg, Excel, Fixed Income, Trading, Asset Management, Capital Markets, Investments, Microsoft Excel, Investment Management, Securities, Investment Strategies
Education
The Johns Hopkins University 1995 — 1999
B.A., Sociology
Delbarton School 1991 — 1995
Ken Weinstein's A.G. Edwards & Sons, Inc. Experience 2001 - 2004
Job Senior Municipal Credit Analyst at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors August 2013 - Present
Fitch Ratings September 2005 - August 2013
Township of Randolph 2004 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2004
Skills
Public Finance, Municipal Bonds, Fixed Income, Bonds, Credit Analysis, Capital Markets, Securities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1998 — 1999
MPA, State and Local Government Finance
Rutgers College/Rutgers University 1995 — 1998
BA, Political Science
PNC Capital Advisors August 2013 - Present
Fitch Ratings September 2005 - August 2013
Township of Randolph 2004 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2004
Skills
Public Finance, Municipal Bonds, Fixed Income, Bonds, Credit Analysis, Capital Markets, Securities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1998 — 1999
MPA, State and Local Government Finance
Rutgers College/Rutgers University 1995 — 1998
BA, Political Science
MG Runci's A.G. Edwards & Sons, Inc. Experience 1991 - 2004
Job Retirement Counselor
Industry Government Administration
Experience
MA Teacher's Retirement System October 2006 - Present
A.G. Edwards & Sons, Inc. 1991 - 2004
Education
Boston University
Special Education, Elem Education
State University of New York College at Geneseo
Special Education
MA Teacher's Retirement System October 2006 - Present
A.G. Edwards & Sons, Inc. 1991 - 2004
Education
Boston University
Special Education, Elem Education
State University of New York College at Geneseo
Special Education
Mark Zorn's A.G. Edwards & Sons, Inc. Experience Financial AdvisorJim Morrison Financial Services, Inc.1991 - Present
Job Financial Advisor at Jim Morrison Financial Services, Inc.
Industry Financial Services
Experience
A.G. Edwards & Sons, Inc. Financial AdvisorJim Morrison Financial Services, Inc.1991 - Present
Education
University of North Texas 1987 — 1989
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Texas Tech University 1982 — 1986
Banking, Corporate, Finance, and Securities Law
A.G. Edwards & Sons, Inc. Financial AdvisorJim Morrison Financial Services, Inc.1991 - Present
Education
University of North Texas 1987 — 1989
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Texas Tech University 1982 — 1986
Banking, Corporate, Finance, and Securities Law