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
Marc Melamed Marc Melamed's A.G. Edwards & Sons, Inc. Experience March 1999 - June 2001
Job Director of Development at AntiDefamation League
Industry Nonprofit Organization Management
Experience
Anti-Defamation League March 2015 - Present
Strobl & Sharp PC March 2010 - March 2015
Maroko and Landau, P.C. May 2006 - March 2010
University of Detroit Mercy June 2001 - April 2006
A.G. Edwards & Sons, Inc. March 1999 - June 2001
University of Michigan May 1996 - March 1999
Skills
Estate Planning, Probate, Trusts, Charitable Gift Planning, Nonprofit Law, Non-profits, Legal Research, Estate Administration, Wills, Corporate Law, Nonprofits, Courts, Fundraising, Estate Law, Retirement Planning, Planned Giving, Charitable Trusts, Philanthropy, Charities, Leadership, Public Speaking
Education
University of Detroit Mercy School of Law 2001 — 2004
J.D.
University of Michigan 1992 — 1996
B.A.
Anti-Defamation League March 2015 - Present
Strobl & Sharp PC March 2010 - March 2015
Maroko and Landau, P.C. May 2006 - March 2010
University of Detroit Mercy June 2001 - April 2006
A.G. Edwards & Sons, Inc. March 1999 - June 2001
University of Michigan May 1996 - March 1999
Skills
Estate Planning, Probate, Trusts, Charitable Gift Planning, Nonprofit Law, Non-profits, Legal Research, Estate Administration, Wills, Corporate Law, Nonprofits, Courts, Fundraising, Estate Law, Retirement Planning, Planned Giving, Charitable Trusts, Philanthropy, Charities, Leadership, Public Speaking
Education
University of Detroit Mercy School of Law 2001 — 2004
J.D.
University of Michigan 1992 — 1996
B.A.
Danny Bentley Danny Bentley's A.G. Edwards & Sons, Inc. Experience September 2000 - May 2007
Job President, Davis Vision
Industry Insurance
Experience
Davis Vision September 2015 - September 2015
OpenView Consulting January 2013 - August 2015
AlwaysCare Benefits; a Starmount Life Insurance company November 2010 - December 2012
Marsh 2007 - November 2010
A.G. Edwards & Sons, Inc. September 2000 - May 2007
Protective Life 1985 - 2000
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Commercial Insurance, Life Insurance, Mergers, Senior Executive..., Strategic Planning, Operational Execution, Voluntary Employee..., Change Management, Financial Analysis, Operational Excellence, Leadership, Team Leadership, Leadership Development, Disability Insurance, Property & Casualty..., Professional Liability, Marketing, D&O, Managed Care, Mergers & Acquisitions, Management, Executive Management, Business Development, Reinsurance, Term Life Insurance, Captives, Health Savings Accounts, Sales, Insurance Brokerage, Claim, Risk Management, General Insurance, Workers Compensation, Liability, Long-term Care, Dentistry, Fixed Annuities, Legal Liability, Claims Management, Casualty, Self-funded, Medicare, Employment Practices..., Directors & Officers..., Critical Illness, Commercial Lines
Education
University of Alabama
Bachelor of Science (B.S.); Business, Marketing and Economics
Davis Vision September 2015 - September 2015
OpenView Consulting January 2013 - August 2015
AlwaysCare Benefits; a Starmount Life Insurance company November 2010 - December 2012
Marsh 2007 - November 2010
A.G. Edwards & Sons, Inc. September 2000 - May 2007
Protective Life 1985 - 2000
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Commercial Insurance, Life Insurance, Mergers, Senior Executive..., Strategic Planning, Operational Execution, Voluntary Employee..., Change Management, Financial Analysis, Operational Excellence, Leadership, Team Leadership, Leadership Development, Disability Insurance, Property & Casualty..., Professional Liability, Marketing, D&O, Managed Care, Mergers & Acquisitions, Management, Executive Management, Business Development, Reinsurance, Term Life Insurance, Captives, Health Savings Accounts, Sales, Insurance Brokerage, Claim, Risk Management, General Insurance, Workers Compensation, Liability, Long-term Care, Dentistry, Fixed Annuities, Legal Liability, Claims Management, Casualty, Self-funded, Medicare, Employment Practices..., Directors & Officers..., Critical Illness, Commercial Lines
Education
University of Alabama
Bachelor of Science (B.S.); Business, Marketing and Economics
Erica Hoffman Erica Hoffman's A.G. Edwards & Sons, Inc. Experience April 1994 - July 2007
Job Branch Operations Specialist II at Raymond James
Industry Financial Services
Experience
Raymond James July 2007 - Present
A.G. Edwards & Sons, Inc. April 1994 - July 2007
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Animal Sciences
Evanston Township High School 1980 — 1984
Raymond James July 2007 - Present
A.G. Edwards & Sons, Inc. April 1994 - July 2007
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Animal Sciences
Evanston Township High School 1980 — 1984
Michael M. Knittel Michael M. Knittel's A.G. Edwards & Sons, Inc. Experience September 1997 - May 2008
Job Founder of Lagunitas Asset Management. Financial Advisor to Individuals and Businesses for the past 16 years!
Industry Financial Services
Experience
Lagunitas Asset Management June 2013 - Present
CONCERT Wealth Management, Inc. November 2010 - June 2013
RBC Wealth Management June 2008 - November 2010
A.G. Edwards & Sons, Inc. September 1997 - May 2008
Skills
Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Stocks, Bonds, College Savings Plans, Personal Financial..., Financial Analysis, Nonprofits, Insurance, Planning Budgeting &..., Equities, Venture Capital, Investments, Asset Management, Portfolio Management, Finance, Trading, Valuation, Retirement, Leadership, Financial Planning, ETFs, Investment Advisory, Strategic Planning, Financial Advisory, Securities, Management, Options, Marketing, Sales, Team Building, Risk Management, Wealth Management, Due Diligence, Financial Services, Public Speaking, Financial Modeling, Social Networking, Funding, 401k, Public Relations, Customer Service, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), International Economics
Juneau-Douglas High School 1990 — 1994
Lagunitas Asset Management June 2013 - Present
CONCERT Wealth Management, Inc. November 2010 - June 2013
RBC Wealth Management June 2008 - November 2010
A.G. Edwards & Sons, Inc. September 1997 - May 2008
Skills
Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Stocks, Bonds, College Savings Plans, Personal Financial..., Financial Analysis, Nonprofits, Insurance, Planning Budgeting &..., Equities, Venture Capital, Investments, Asset Management, Portfolio Management, Finance, Trading, Valuation, Retirement, Leadership, Financial Planning, ETFs, Investment Advisory, Strategic Planning, Financial Advisory, Securities, Management, Options, Marketing, Sales, Team Building, Risk Management, Wealth Management, Due Diligence, Financial Services, Public Speaking, Financial Modeling, Social Networking, Funding, 401k, Public Relations, Customer Service, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), International Economics
Juneau-Douglas High School 1990 — 1994
Joe O'Leary Joe O'Leary's A.G. Edwards & Sons, Inc. Experience 2003 - 2004
Job Account Executive Preferred Corporate Accounts at Dell
Industry Computer Networking
Experience
Dell June 2014 - Present
CDNetworks March 2013 - Present
Kenandy, Inc. June 2012 - December 2012
Xsigo Systems December 2009 - June 2012
Wells Fargo Advisors May 2007 - September 2009
Morgan Stanley Smith Barney 2004 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2004
Skills
Territory Management, Training Development, Presentations, Seminars, Sales Account Management, Sales Cycle Management, Direct Mail Campaigns, Strategic Marketing..., Client Relations, Client Services, Cold Calling, Sales Pipeline..., Contract Negotiations, Networking, Strategic Planning, Sales Management, Client, Sales, Employee Training, Salesforce.com, Sales Force Development, Training, SaaS, Enterprise Solution..., Marketing, Contract Negotiation, E-commerce, Solution Selling, Sales Operations, Enterprise Software, CRM, Direct Sales, Lead Generation, Enterprise Technology...
Education
UCSB 1999 — 2003
BA, Bussiness Economics w/ Emphasis in Accounting
Dell June 2014 - Present
CDNetworks March 2013 - Present
Kenandy, Inc. June 2012 - December 2012
Xsigo Systems December 2009 - June 2012
Wells Fargo Advisors May 2007 - September 2009
Morgan Stanley Smith Barney 2004 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2004
Skills
Territory Management, Training Development, Presentations, Seminars, Sales Account Management, Sales Cycle Management, Direct Mail Campaigns, Strategic Marketing..., Client Relations, Client Services, Cold Calling, Sales Pipeline..., Contract Negotiations, Networking, Strategic Planning, Sales Management, Client, Sales, Employee Training, Salesforce.com, Sales Force Development, Training, SaaS, Enterprise Solution..., Marketing, Contract Negotiation, E-commerce, Solution Selling, Sales Operations, Enterprise Software, CRM, Direct Sales, Lead Generation, Enterprise Technology...
Education
UCSB 1999 — 2003
BA, Bussiness Economics w/ Emphasis in Accounting
Heather Wilczynski Heather Wilczynski's A.G. Edwards & Sons, Inc. Experience June 2007 - August 2007
Job Course Creation Assistant at Bedford, Freeman & Worth Publishing Group
Industry Marketing and Advertising
Experience
Bedford, Freeman & Worth Publishing Group August 2011 - Present
Chartwells February 2013 - May 2013
Walgreens September 2007 - January 2013
UMass Dartmouth Career Development Center February 2012 - May 2012
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Social Media, PowerPoint, Marketing, Blogging, Customer Service, Microsoft Office, Social Media Marketing, Microsoft Excel, Microsoft Word, Time Management, Research, Market Research, Leadership, Event Planning
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Marketing
Bedford, Freeman & Worth Publishing Group August 2011 - Present
Chartwells February 2013 - May 2013
Walgreens September 2007 - January 2013
UMass Dartmouth Career Development Center February 2012 - May 2012
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Social Media, PowerPoint, Marketing, Blogging, Customer Service, Microsoft Office, Social Media Marketing, Microsoft Excel, Microsoft Word, Time Management, Research, Market Research, Leadership, Event Planning
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Marketing
Antoine McKinney Antoine McKinney's A.G. Edwards & Sons, Inc. Experience April 2003 - January 2007
Job Realtor at Keller Williams Realty Centre
Industry Real Estate
Experience
Keller Williams Realty Centre October 2012 - Present
Porter Education and Communications, Inc. February 2009 - December 2011
A.G. Edwards & Sons, Inc. April 2003 - January 2007
Porter Education & Communications, Inc. October 2001 - February 2003
US Army July 1995 - June 2000
Skills
Competitive Market..., Contract Negotiation, Investment Properties, Customer Service, Military Experience, First Time Home Buyers, Real Estate, Team Building, Leadership, Marketing
Education
University of Maryland University College 2010 — 2012
BS, Finance
Keller Williams Realty Centre October 2012 - Present
Porter Education and Communications, Inc. February 2009 - December 2011
A.G. Edwards & Sons, Inc. April 2003 - January 2007
Porter Education & Communications, Inc. October 2001 - February 2003
US Army July 1995 - June 2000
Skills
Competitive Market..., Contract Negotiation, Investment Properties, Customer Service, Military Experience, First Time Home Buyers, Real Estate, Team Building, Leadership, Marketing
Education
University of Maryland University College 2010 — 2012
BS, Finance
Daniel J. Bulawa Daniel J. Bulawa's A.G. Edwards & Sons, Inc. Experience July 2005 - August 2007
Job Regional Vice President at RS Investments
Industry Financial Services
Experience
RS Investments January 2012 - Present
RS Investments April 2010 - December 2011
Morgan Stanley Smith Barney, LLC August 2007 - April 2010
A.G. Edwards & Sons, Inc. July 2005 - August 2007
Education
University of Hartford 2001 — 2005
BS, Finance / Economics
The Gunnery School 1993 — 1997
RS Investments January 2012 - Present
RS Investments April 2010 - December 2011
Morgan Stanley Smith Barney, LLC August 2007 - April 2010
A.G. Edwards & Sons, Inc. July 2005 - August 2007
Education
University of Hartford 2001 — 2005
BS, Finance / Economics
The Gunnery School 1993 — 1997
Jenna Blusiewicz, AASPR Jenna Blusiewicz, AASPR's A.G. Edwards & Sons, Inc. Experience December 2002 - January 2004
Job Physician Recruiter at Paladina Health
Industry Medical Practice
Experience
Paladina Health January 2013 - Present
Juvenile Diabetes Research Foundation April 2010 - December 2012
Paladina Health (formerly ModernMed) August 2009 - April 2010
Hard Dollar Corporation September 2008 - July 2009
CoBiz Insurance June 2007 - August 2008
American Golf Corporation November 2006 - June 2007
Hard Dollar Corporation January 2005 - September 2006
Physicians Choice of Arizona January 2004 - December 2004
A.G. Edwards & Sons, Inc. December 2002 - January 2004
Skills
Leadership, Event Management, Strategic Planning, Marketing, Fundraising, Management, Public Speaking, Training, Account Management, Recruiting, Proposal Writing, Sales, Teamwork, Time Management, Cause Marketing, Social Media, CRM, Community Outreach, Event Planning, Team Building, Marketing Strategy, Email Marketing, Budgets, Special Events, Healthcare, Volunteer Management, Nonprofits, Editing, Customer Service, Physicians, Physician Recruitment
Education
University of Arizona 1998 — 2002
BA, Journalism and English
Xavier College Prep 1994 — 1998
Paladina Health January 2013 - Present
Juvenile Diabetes Research Foundation April 2010 - December 2012
Paladina Health (formerly ModernMed) August 2009 - April 2010
Hard Dollar Corporation September 2008 - July 2009
CoBiz Insurance June 2007 - August 2008
American Golf Corporation November 2006 - June 2007
Hard Dollar Corporation January 2005 - September 2006
Physicians Choice of Arizona January 2004 - December 2004
A.G. Edwards & Sons, Inc. December 2002 - January 2004
Skills
Leadership, Event Management, Strategic Planning, Marketing, Fundraising, Management, Public Speaking, Training, Account Management, Recruiting, Proposal Writing, Sales, Teamwork, Time Management, Cause Marketing, Social Media, CRM, Community Outreach, Event Planning, Team Building, Marketing Strategy, Email Marketing, Budgets, Special Events, Healthcare, Volunteer Management, Nonprofits, Editing, Customer Service, Physicians, Physician Recruitment
Education
University of Arizona 1998 — 2002
BA, Journalism and English
Xavier College Prep 1994 — 1998
Douglas Seibert Douglas Seibert's A.G. Edwards & Sons, Inc. Experience June 2000 - July 2002
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Ford Models, Innovative Artists, Self Employed January 2002 - Present
A.G. Edwards & Sons, Inc. June 2000 - July 2002
MORGAN STANLEY DEAN WITTER September 1999 - May 2000
O'BRIEN NOVELTY FOODS July 1998 - October 1998
SOLOMON SMITH BARNEY May 1998 - August 1998
Education
UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Major: Finance, Minor: Economics
University at Albany
Bachelor of Science, Finance Major, Economics Minor
Ford Models, Innovative Artists, Self Employed January 2002 - Present
A.G. Edwards & Sons, Inc. June 2000 - July 2002
MORGAN STANLEY DEAN WITTER September 1999 - May 2000
O'BRIEN NOVELTY FOODS July 1998 - October 1998
SOLOMON SMITH BARNEY May 1998 - August 1998
Education
UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Major: Finance, Minor: Economics
University at Albany
Bachelor of Science, Finance Major, Economics Minor
Frank Falkenburg Frank Falkenburg's A.G. Edwards & Sons, Inc. Experience 1969 - 1980
Job Managing Director at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. September 1995 - Present
Sterne Agee 1980 - 1995
A.G. Edwards & Sons, Inc. 1969 - 1980
Andresen & Co. 1964 - 1969
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Cash Flow Forecasting, Tax Efficiency, Asset Allocation, Alternative Investments, College Education..., Multi-generational..., Asset Protection, Risk Management, Trust Management, Charitable Gift Planning, Investments, Series 7
Education
University of Miami 1938 — 1942
BA, Finance
NBC Securities, Inc. September 1995 - Present
Sterne Agee 1980 - 1995
A.G. Edwards & Sons, Inc. 1969 - 1980
Andresen & Co. 1964 - 1969
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Cash Flow Forecasting, Tax Efficiency, Asset Allocation, Alternative Investments, College Education..., Multi-generational..., Asset Protection, Risk Management, Trust Management, Charitable Gift Planning, Investments, Series 7
Education
University of Miami 1938 — 1942
BA, Finance
Jim Morrow Jim Morrow's A.G. Edwards & Sons, Inc. Experience October 1996 - August 2003
Job Director, Research & Development at MedAware Solutions
Industry Medical Devices
Experience
MedAware Solutions April 2014 - Present
SKF Group September 2013 - April 2014
Stereotaxis November 2005 - September 2013
Washington University in St. Louis December 2003 - August 2005
A.G. Edwards & Sons, Inc. October 1996 - August 2003
Coin Acceptors November 1993 - October 1996
Barry-Wehmiller Design Group May 1992 - November 1993
Skills
Embedded Systems, Robotics, Systems Engineering, Software Development, Electronics, Automation, Software Engineering, Programming, C, Integration, Cross-functional Team..., C++, Software Design, Testing, Matlab, iOS development, Team Leadership, Research, Motion Control, Objective-C, Unix, Digital Video, Circuit Design, Agile Methodologies, Software Architectural..., Windows software..., Network Engineering, Network Architecture, Network Design, Performance Improvement, Agile Project Management, Scrum, JIRA, FDA, Design Control
Education
Washington University in St. Louis 2003 — 2005
Master of Science (M.Sc.), Electrical Engineering
University of Missouri-Columbia 1988 — 1992
Bachelor of Science (BS), Electrical Engineering
MedAware Solutions April 2014 - Present
SKF Group September 2013 - April 2014
Stereotaxis November 2005 - September 2013
Washington University in St. Louis December 2003 - August 2005
A.G. Edwards & Sons, Inc. October 1996 - August 2003
Coin Acceptors November 1993 - October 1996
Barry-Wehmiller Design Group May 1992 - November 1993
Skills
Embedded Systems, Robotics, Systems Engineering, Software Development, Electronics, Automation, Software Engineering, Programming, C, Integration, Cross-functional Team..., C++, Software Design, Testing, Matlab, iOS development, Team Leadership, Research, Motion Control, Objective-C, Unix, Digital Video, Circuit Design, Agile Methodologies, Software Architectural..., Windows software..., Network Engineering, Network Architecture, Network Design, Performance Improvement, Agile Project Management, Scrum, JIRA, FDA, Design Control
Education
Washington University in St. Louis 2003 — 2005
Master of Science (M.Sc.), Electrical Engineering
University of Missouri-Columbia 1988 — 1992
Bachelor of Science (BS), Electrical Engineering
Gibson J. Pryor, ChFC, CLTC Gibson J. Pryor, ChFC, CLTC's A.G. Edwards & Sons, Inc. Experience 2002 - 2004
Job Investment Adviser Representative at Brown Financial Group
Industry Financial Services
Experience
Brown Financial Group October 2012 - Present
Capstone Financial GA December 2008 - October 2012
State Farm 2005 - 2008
A.G. Edwards & Sons, Inc. 2002 - 2004
Skills
Strategic Financial..., Financial Analysis, Investment Strategies, Alternative Investments, Investment Management, Insurance, Investments, Retirement Planning, Retirement, Securities, Risk Management, Life Insurance, Estate Planning, Loans, Financial Advisory, Employee Benefits, Mutual Funds, Series 63, Fixed Annuities, Financial Services, Series 7, Small Business, Wealth Management, Finance, Financial Planners, Disability Insurance, Asset Allocation, Long-term Care, 401k, Investment Advisory
Education
University of Georgia - Terry College of Business 1997 — 2001
Economics, Economics
The American College
Chartered Financial Consultant, Financial Planning
Corporation for Long-Term Care Certification, Inc.
"Certified in Long-Term Care" (CLTC) Program
Brown Financial Group October 2012 - Present
Capstone Financial GA December 2008 - October 2012
State Farm 2005 - 2008
A.G. Edwards & Sons, Inc. 2002 - 2004
Skills
Strategic Financial..., Financial Analysis, Investment Strategies, Alternative Investments, Investment Management, Insurance, Investments, Retirement Planning, Retirement, Securities, Risk Management, Life Insurance, Estate Planning, Loans, Financial Advisory, Employee Benefits, Mutual Funds, Series 63, Fixed Annuities, Financial Services, Series 7, Small Business, Wealth Management, Finance, Financial Planners, Disability Insurance, Asset Allocation, Long-term Care, 401k, Investment Advisory
Education
University of Georgia - Terry College of Business 1997 — 2001
Economics, Economics
The American College
Chartered Financial Consultant, Financial Planning
Corporation for Long-Term Care Certification, Inc.
"Certified in Long-Term Care" (CLTC) Program
Aaron Kreshtool Aaron Kreshtool's A.G. Edwards & Sons, Inc. Experience June 2007 - August 2007
Job Product Manager
Industry Financial Services
Experience
Lucid, LLC April 2013 - Present
The Receivables Exchange October 2011 - April 2013
La Loutre Lodge & Fishing Charter January 2011 - May 2011
Morgan Stanley October 2009 - June 2010
Constellation Energy June 2008 - August 2008
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Data Analysis, Analysis, Microsoft Excel, Product Development, Open Water Diver, Leadership, Sabermetrics, PowerPoint, Analytics, Financial Services, Financial Analysis, Business Analysis, Microsoft Office, Social Media, Microsoft Word, Facebook, Web Analytics, Social Media Marketing, Portfolio Management, Email Marketing, Outlook, Social Networking, Access, Business Development, Quality Assurance, Finance, Financial Modeling, Business Planning, Process Improvement, Business Strategy, Banking, Capital Markets, Marketing, Team Leadership, Entrepreneurship, Management, Scuba Diving
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Finance, Information Systems
Lucid, LLC April 2013 - Present
The Receivables Exchange October 2011 - April 2013
La Loutre Lodge & Fishing Charter January 2011 - May 2011
Morgan Stanley October 2009 - June 2010
Constellation Energy June 2008 - August 2008
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Data Analysis, Analysis, Microsoft Excel, Product Development, Open Water Diver, Leadership, Sabermetrics, PowerPoint, Analytics, Financial Services, Financial Analysis, Business Analysis, Microsoft Office, Social Media, Microsoft Word, Facebook, Web Analytics, Social Media Marketing, Portfolio Management, Email Marketing, Outlook, Social Networking, Access, Business Development, Quality Assurance, Finance, Financial Modeling, Business Planning, Process Improvement, Business Strategy, Banking, Capital Markets, Marketing, Team Leadership, Entrepreneurship, Management, Scuba Diving
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Finance, Information Systems
Scott du Bois, CFP® Scott du Bois, CFP®'s A.G. Edwards & Sons, Inc. Experience January 1990 - January 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 1990 - January 2008
Shearson Lehman Hutton Inc February 1988 - January 1990
EF Hutton August 1983 - February 1988
Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Planning, Securities, Wealth Preservation..., Investment Planning
Education
University of Arkansas 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 1990 - January 2008
Shearson Lehman Hutton Inc February 1988 - January 1990
EF Hutton August 1983 - February 1988
Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Planning, Securities, Wealth Preservation..., Investment Planning
Education
University of Arkansas 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Christine Pesout Christine Pesout's A.G. Edwards & Sons, Inc. Experience June 2004 - June 2007
Job Communications Specialist
Industry Public Relations and Communications
Experience
Accenture March 2013 - Present
Accenture January 2013 - March 2013
Accenture April 2010 - November 2012
Anheuser-Busch December 2007 - December 2008
Common Ground Outdoor Adventures June 2007 - August 2007
A.G. Edwards & Sons, Inc. June 2004 - June 2007
Ladue News September 2001 - June 2004
Skills
Public Relations, Change Management, Communication Training, Non-profits, Nonprofits, Project Planning, Communications Planning, Project Management, Editing, Internal Communications, Leadership, Corporate Social..., Media Relations, Crisis Communications, Program Management, Social Media, Marketing Communications, Proofreading, Corporate Communications, Strategic Communications, Writing, Public Speaking
Education
Truman State University
B.A., English
Webster University
M.B.A.
Accenture March 2013 - Present
Accenture January 2013 - March 2013
Accenture April 2010 - November 2012
Anheuser-Busch December 2007 - December 2008
Common Ground Outdoor Adventures June 2007 - August 2007
A.G. Edwards & Sons, Inc. June 2004 - June 2007
Ladue News September 2001 - June 2004
Skills
Public Relations, Change Management, Communication Training, Non-profits, Nonprofits, Project Planning, Communications Planning, Project Management, Editing, Internal Communications, Leadership, Corporate Social..., Media Relations, Crisis Communications, Program Management, Social Media, Marketing Communications, Proofreading, Corporate Communications, Strategic Communications, Writing, Public Speaking
Education
Truman State University
B.A., English
Webster University
M.B.A.
Edwin Keith Edwin Keith's A.G. Edwards & Sons, Inc. Experience November 1996 - September 2007
Job Financial Advisor, Senior Vice President at Synergy Wealth Management
Industry Financial Services
Experience
Synergy Wealth Management June 2014 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2014
A.G. Edwards & Sons, Inc. November 1996 - September 2007
Merrill Lynch January 1992 - October 1996
Lexington Capital Management 1986 - 1991
StorageTek 1984 - 1986
Itel Corp 1977 - 1984
Skills
Retirement Planning, Investments, Insurance
Education
University of Arkansas at Fayetteville 1957 — 1962
BSIE, Industrial Engineering
Synergy Wealth Management June 2014 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2014
A.G. Edwards & Sons, Inc. November 1996 - September 2007
Merrill Lynch January 1992 - October 1996
Lexington Capital Management 1986 - 1991
StorageTek 1984 - 1986
Itel Corp 1977 - 1984
Skills
Retirement Planning, Investments, Insurance
Education
University of Arkansas at Fayetteville 1957 — 1962
BSIE, Industrial Engineering
Bill Doshier Bill Doshier's A.G. Edwards & Sons, Inc. Experience 1983 - 1987
Job Founder, dotStrategy, Co., The .buzz Registry.
Industry Internet
Experience
dotStrategy, Co., The .buzz Registry January 2012 - Present
University of Central Arkansas December 2014 - Present
Grainster January 2015 - Present
University of Central Arkansas June 2013 - December 2014
Electronic and Aerospace Distribution February 1993 - January 2012
ARKO, INC 1989 - 1993
Chicago Board Options Exchange 1987 - 1989
A.G. Edwards & Sons, Inc. 1983 - 1987
Skills
SEO, Start-ups, E-commerce, Online Advertising, Digital Marketing, Entrepreneurship, Social Media, Social Media Marketing, Marketing Strategy, New Business Development, Marketing, Product Marketing, Account Management, Lead Generation, Online Marketing, Digital Strategy, Social Networking, Email Marketing, Product Management
Education
University of Arkansas at Fayetteville 1979 — 1983
Bachelor of Arts, Communications, Journalism
dotStrategy, Co., The .buzz Registry January 2012 - Present
University of Central Arkansas December 2014 - Present
Grainster January 2015 - Present
University of Central Arkansas June 2013 - December 2014
Electronic and Aerospace Distribution February 1993 - January 2012
ARKO, INC 1989 - 1993
Chicago Board Options Exchange 1987 - 1989
A.G. Edwards & Sons, Inc. 1983 - 1987
Skills
SEO, Start-ups, E-commerce, Online Advertising, Digital Marketing, Entrepreneurship, Social Media, Social Media Marketing, Marketing Strategy, New Business Development, Marketing, Product Marketing, Account Management, Lead Generation, Online Marketing, Digital Strategy, Social Networking, Email Marketing, Product Management
Education
University of Arkansas at Fayetteville 1979 — 1983
Bachelor of Arts, Communications, Journalism
Michael Schrampf Michael Schrampf's A.G. Edwards & Sons, Inc. Experience 1998 - 2000
Job Senior Vice President, Wealth Advisor
Industry Financial Services
Experience
Regions Bank September 2015 - Present
U.S. Trust, Bank of America Private Wealth Management 2008 - 2013
U.S. Trust, Bank of America Private Wealth Management 2006 - 2008
The Private Bank of Bank of America 2004 - 2006
The Private Bank of Bank of America 2003 - 2004
Frito Lay 2002 - 2003
Wunderlich Securities 2000 - 2002
A.G. Edwards & Sons, Inc. 1998 - 2000
A.G. Edwards & Sons, Inc. 1997 - 1998
US Army 1993 - 1996
Skills
Portfolio Management, Financial Planning, Investments, Asset Management, Customer Relations, Compliance, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Financial Modeling, Valuation, Wealth Management, Excel, Equities, PowerPoint, Account Management, Mutual Funds, Analysis, Sales Management, Alternative Investments, Strategic Financial..., Asset Managment, Finance, Wealth Management..., Financial Advisory, Investment Management, Capital Markets, Investment Strategies, Fixed Income, Financial Services, Bonds, Series 7, Financial Risk, Private Equity, Securities, Hedge Funds, Private Banking, Options, High Net Worth..., Insurance, Retirement Planning
Education
Webster University 1998 — 1999
Master of Art, Finance
University of Central Missouri 1996 — 1997
Bachelor of Science, Economics
Truman State University 1988 — 1991
Lee's Summit High School 1984 — 1988
Regions Bank September 2015 - Present
U.S. Trust, Bank of America Private Wealth Management 2008 - 2013
U.S. Trust, Bank of America Private Wealth Management 2006 - 2008
The Private Bank of Bank of America 2004 - 2006
The Private Bank of Bank of America 2003 - 2004
Frito Lay 2002 - 2003
Wunderlich Securities 2000 - 2002
A.G. Edwards & Sons, Inc. 1998 - 2000
A.G. Edwards & Sons, Inc. 1997 - 1998
US Army 1993 - 1996
Skills
Portfolio Management, Financial Planning, Investments, Asset Management, Customer Relations, Compliance, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Financial Modeling, Valuation, Wealth Management, Excel, Equities, PowerPoint, Account Management, Mutual Funds, Analysis, Sales Management, Alternative Investments, Strategic Financial..., Asset Managment, Finance, Wealth Management..., Financial Advisory, Investment Management, Capital Markets, Investment Strategies, Fixed Income, Financial Services, Bonds, Series 7, Financial Risk, Private Equity, Securities, Hedge Funds, Private Banking, Options, High Net Worth..., Insurance, Retirement Planning
Education
Webster University 1998 — 1999
Master of Art, Finance
University of Central Missouri 1996 — 1997
Bachelor of Science, Economics
Truman State University 1988 — 1991
Lee's Summit High School 1984 — 1988
Greg Farber, CIMA® AIF® Greg Farber, CIMA® AIF®'s A.G. Edwards & Sons, Inc. Experience April 1994 - July 1997
Job VP, Sr. Wealth Advisor at Calamos Investments
Industry Financial Services
Experience
Calamos Investments November 2014 - Present
LaSalle Street Capital Management November 2012 - October 2014
Cove Street Capital January 2012 - April 2012
Bear Stearns February 2004 - August 2009
Oppenheimer & Company July 1997 - February 2004
A.G. Edwards & Sons, Inc. April 1994 - July 1997
Rollings Communications 1989 - 1993
Skills
Alternative Investments, Series 7, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Management, Series 63, CIMA
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, General
University of Illinois at Urbana-Champaign - College of Business 1985 — 1990
BS, Finance
Naperville North High School 1981 — 1985
HIgh school diploma, General Studies
Calamos Investments November 2014 - Present
LaSalle Street Capital Management November 2012 - October 2014
Cove Street Capital January 2012 - April 2012
Bear Stearns February 2004 - August 2009
Oppenheimer & Company July 1997 - February 2004
A.G. Edwards & Sons, Inc. April 1994 - July 1997
Rollings Communications 1989 - 1993
Skills
Alternative Investments, Series 7, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Management, Series 63, CIMA
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, General
University of Illinois at Urbana-Champaign - College of Business 1985 — 1990
BS, Finance
Naperville North High School 1981 — 1985
HIgh school diploma, General Studies
Steven T. Summa, CFP® Steven T. Summa, CFP®'s A.G. Edwards & Sons, Inc. Experience October 2003 - January 2009
Job Financial Planner and Registered Representative at Cambridge Investment Research Inc
Industry Financial Services
Experience
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Elysse Williamson Elysse Williamson's A.G. Edwards & Sons, Inc. Experience June 2005 - August 2005
Job Inventory Senior Planner Womens at Banana Republic / Gap Inc.
Industry Retail
Experience
Banana Republic Online August 2014 - Present
Banana Republic Online May 2013 - August 2014
Gap Inc./Outlet May 2011 - May 2013
Gap Inc./Outlet September 2008 - May 2011
Epiphany Boutique June 2007 - August 2008
Global Financial Review November 2006 - August 2008
Steve Madden May 2006 - November 2006
A.G. Edwards & Sons, Inc. June 2005 - August 2005
Skills
Retail, Leadership, Forecasting, Management, Analysis, Fashion, Strategic Planning, Inventory Management, Sales, Salesforce.com, Finance, PowerPoint
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
BS, Finance
UNSW Australia 2005 — 2005
Finance, Australian Sport and Law, Australian Studies, Business Law
Clayton High School 1998 — 2002
Banana Republic Online August 2014 - Present
Banana Republic Online May 2013 - August 2014
Gap Inc./Outlet May 2011 - May 2013
Gap Inc./Outlet September 2008 - May 2011
Epiphany Boutique June 2007 - August 2008
Global Financial Review November 2006 - August 2008
Steve Madden May 2006 - November 2006
A.G. Edwards & Sons, Inc. June 2005 - August 2005
Skills
Retail, Leadership, Forecasting, Management, Analysis, Fashion, Strategic Planning, Inventory Management, Sales, Salesforce.com, Finance, PowerPoint
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
BS, Finance
UNSW Australia 2005 — 2005
Finance, Australian Sport and Law, Australian Studies, Business Law
Clayton High School 1998 — 2002
David Baucom David Baucom's A.G. Edwards & Sons, Inc. Experience January 2005 - August 2007
Job Wealth Advisor at Navigator Wealth Advisors
Industry Financial Services
Experience
Navigator Wealth Advisors November 2012 - Present
LPL Financial January 2009 - October 2012
A.G. Edwards & Sons, Inc. January 2005 - August 2007
US Navy May 1997 - August 2003
Skills
Wealth, Securities, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Estate Planning, FINRA, Long-term Care, Insurance, Strategic Planning, Financial Analysis, Term Life Insurance, Mortgage Lending, Banking, Finance, Asset Management, Mutual Funds, Customer Service, Retirement, Financial Planning
Education
US Naval Academy 1993 — 1997
Bachelor of Science (BS), Computer Science
Navigator Wealth Advisors November 2012 - Present
LPL Financial January 2009 - October 2012
A.G. Edwards & Sons, Inc. January 2005 - August 2007
US Navy May 1997 - August 2003
Skills
Wealth, Securities, Retirement Planning, Wealth Management, Fixed Annuities, Investments, Estate Planning, FINRA, Long-term Care, Insurance, Strategic Planning, Financial Analysis, Term Life Insurance, Mortgage Lending, Banking, Finance, Asset Management, Mutual Funds, Customer Service, Retirement, Financial Planning
Education
US Naval Academy 1993 — 1997
Bachelor of Science (BS), Computer Science
Michael Freiburg Michael Freiburg's A.G. Edwards & Sons, Inc. Experience January 2002 - August 2003
Job Banker at JP Morgan
Industry Banking
Experience
JP Morgan August 2003 - Present
A.G. Edwards & Sons, Inc. January 2002 - August 2003
Advanced Equities June 2001 - January 2002
Skills
Wealth Management..., Strategic Financial..., Investments, Loans, Mergers & Acquisitions, Estate Planning, Asset Allocation, Banking, Private Equity, Valuation, Credit Analysis, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Portfolio Management, Hedge Funds, Corporate Finance, Commercial Lending, High Net Worth..., Small Business Lending
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Masters, Business Administration
Truman State University 1996 — 2001
Bachelors of Science, Finance
Quincy Notre Dame 1992 — 1996
JP Morgan August 2003 - Present
A.G. Edwards & Sons, Inc. January 2002 - August 2003
Advanced Equities June 2001 - January 2002
Skills
Wealth Management..., Strategic Financial..., Investments, Loans, Mergers & Acquisitions, Estate Planning, Asset Allocation, Banking, Private Equity, Valuation, Credit Analysis, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Portfolio Management, Hedge Funds, Corporate Finance, Commercial Lending, High Net Worth..., Small Business Lending
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Masters, Business Administration
Truman State University 1996 — 2001
Bachelors of Science, Finance
Quincy Notre Dame 1992 — 1996
LaRae Dixon LaRae Dixon's A.G. Edwards & Sons, Inc. Experience 1998 - 2007
Job Officer/Third Party Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Allyson Schulte's A.G. Edwards & Sons, Inc. Experience November 2001 - May 2003
Job Revenue Cycle Consultant at University of Iowa Hospitals and Clinics
Industry
Experience
University of Iowa Hospitals and Clinics February 2012 - Present
Mercer Health & Benefits Administration LLC April 2010 - February 2012
Mrs Clark's Foods November 2008 - April 2010
Dakota Security Systems Inc January 2007 - November 2008
Stevens Trucking Corporation/Stevens Sand & Gravel December 1988 - January 2007
Morgan Stanley May 2003 - September 2006
A.G. Edwards & Sons, Inc. November 2001 - May 2003
RBC Wealth Management June 1996 - June 1998
Iowa City Area Chamber of Commerce January 1991 - July 1995
Education
University of Iowa 1982 — 1987
BA, Journalism
University of Iowa Hospitals and Clinics February 2012 - Present
Mercer Health & Benefits Administration LLC April 2010 - February 2012
Mrs Clark's Foods November 2008 - April 2010
Dakota Security Systems Inc January 2007 - November 2008
Stevens Trucking Corporation/Stevens Sand & Gravel December 1988 - January 2007
Morgan Stanley May 2003 - September 2006
A.G. Edwards & Sons, Inc. November 2001 - May 2003
RBC Wealth Management June 1996 - June 1998
Iowa City Area Chamber of Commerce January 1991 - July 1995
Education
University of Iowa 1982 — 1987
BA, Journalism
Bill Huff Bill Huff's A.G. Edwards & Sons, Inc. Experience July 2000 - February 2008
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Wachovia Securities, LLC February 2008 - January 2010
A.G. Edwards & Sons, Inc. July 2000 - February 2008
Systems Consultants, Inc. May 1988 - July 2000
Skills
Visio, Business Analysis, SDLC, Process Improvement, Unix, SQL, Enterprise Architecture, Business Intelligence, SharePoint, User Acceptance Testing, Requirements Gathering, Systems Analysis, ETL, Business Requirements, Vendor Management, SSIS, Data Warehousing, Software Documentation, Requirements Analysis, ASP.NET, Integration, Disaster Recovery, Database Design, Program Management, Oracle, SOA, Agile Methodologies
Education
University of Missouri-Columbia 1972 — 1976
B.S.
Wells Fargo Advisors, LLC January 2010 - Present
Wachovia Securities, LLC February 2008 - January 2010
A.G. Edwards & Sons, Inc. July 2000 - February 2008
Systems Consultants, Inc. May 1988 - July 2000
Skills
Visio, Business Analysis, SDLC, Process Improvement, Unix, SQL, Enterprise Architecture, Business Intelligence, SharePoint, User Acceptance Testing, Requirements Gathering, Systems Analysis, ETL, Business Requirements, Vendor Management, SSIS, Data Warehousing, Software Documentation, Requirements Analysis, ASP.NET, Integration, Disaster Recovery, Database Design, Program Management, Oracle, SOA, Agile Methodologies
Education
University of Missouri-Columbia 1972 — 1976
B.S.
David Braga Jr.'s A.G. Edwards & Sons, Inc. Experience September 2001 - August 2002
Job Vice President Relationship Sales Manager at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company July 2013 - Present
JPMorgan Chase May 2011 - July 2013
Global IRA May 2010 - May 2011
Trust Administration Services December 2008 - March 2010
Scripps Investments & Loans August 2004 - November 2008
Trust Administration Services September 2002 - August 2004
A.G. Edwards & Sons, Inc. September 2001 - August 2002
OLDE Discount Stockbrokers / HR Block Financial Advisors June 1998 - September 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Mortgage Banking, Mutual Funds, Alternative Investments, Wealth Management, Banking, Series 7, Asset Management, Retirement Planning, Credit, Finance, Management, Financial Services, Equities
Education
Tulane University - A.B. Freeman School of Business 1993 — 1998
BSM, Finance
Tabor Academy
Millennium Trust Company July 2013 - Present
JPMorgan Chase May 2011 - July 2013
Global IRA May 2010 - May 2011
Trust Administration Services December 2008 - March 2010
Scripps Investments & Loans August 2004 - November 2008
Trust Administration Services September 2002 - August 2004
A.G. Edwards & Sons, Inc. September 2001 - August 2002
OLDE Discount Stockbrokers / HR Block Financial Advisors June 1998 - September 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Mortgage Banking, Mutual Funds, Alternative Investments, Wealth Management, Banking, Series 7, Asset Management, Retirement Planning, Credit, Finance, Management, Financial Services, Equities
Education
Tulane University - A.B. Freeman School of Business 1993 — 1998
BSM, Finance
Tabor Academy
Grier Wakefield Grier Wakefield's A.G. Edwards & Sons, Inc. Experience 1992 - 2002
Job Vice President Wealth Management Financial Advisor
Industry Financial Services
Experience
ARTEMIS OUTFITTERS Vice President - Wealth ManagementMorgan Stanley Smith Barney2002 - January 2011
FGW Holdings August 1987 - January 2011
A.G. Edwards & Sons, Inc. 1992 - 2002
Education
The Hill School 1985 — 1987
University of Delaware
BS, Economics
ARTEMIS OUTFITTERS Vice President - Wealth ManagementMorgan Stanley Smith Barney2002 - January 2011
FGW Holdings August 1987 - January 2011
A.G. Edwards & Sons, Inc. 1992 - 2002
Education
The Hill School 1985 — 1987
University of Delaware
BS, Economics
Andrew Augustine Andrew Augustine's A.G. Edwards & Sons, Inc. Experience April 2007 - September 2007
Job Financial Consultant
Industry Financial Services
Experience
Flagstar Bank March 2015 - Present
Charter One Bank August 2014 - February 2015
Scottrade April 2014 - August 2014
Comerica October 2007 - April 2014
A.G. Edwards & Sons, Inc. April 2007 - September 2007
Prudential Financial October 2002 - April 2005
Skills
Financial Services, Finance, Securities, Microsoft Excel, Sales, Cross-functional Team..., Microsoft Office, Team Leadership, Team Building, Sales Management, Public Speaking, Research, Microsoft Word, PowerPoint, Operations Management, Public Relations, Contract Negotiation, Investments, Project Management
Education
University of Michigan 1998 — 2002
B.A., History
Flagstar Bank March 2015 - Present
Charter One Bank August 2014 - February 2015
Scottrade April 2014 - August 2014
Comerica October 2007 - April 2014
A.G. Edwards & Sons, Inc. April 2007 - September 2007
Prudential Financial October 2002 - April 2005
Skills
Financial Services, Finance, Securities, Microsoft Excel, Sales, Cross-functional Team..., Microsoft Office, Team Leadership, Team Building, Sales Management, Public Speaking, Research, Microsoft Word, PowerPoint, Operations Management, Public Relations, Contract Negotiation, Investments, Project Management
Education
University of Michigan 1998 — 2002
B.A., History
Bradley Michael McCaffrey Bradley Michael McCaffrey's A.G. Edwards & Sons, Inc. Experience February 1999 - December 2002
Job Business Systems Analyst @ Scottrade Financial Services, Inc.
Industry Financial Services
Experience
Scottrade October 2014 - Present
Scottrade August 2012 - October 2014
Scottrade November 2010 - August 2012
Scottrade July 2007 - November 2010
A.G. Edwards & Sons, Inc. February 1999 - December 2002
Skills
Tax Advisory, Financial Services, Portfolio Management, Equities, Current FINRA Licenses:..., Experienced legacy..., Corporate action..., SunGard Wall Street..., Scivantage Maxit..., Systematic..., Taxation of mutual fund..., A.G. Edwards Operations..., Experienced user of..., Securities, Fixed Income, Mutual Funds, Leadership, Investments, Analysis, Business Analysis
Education
University of Missouri-Columbia 1995 — 1998
Bachelor of Arts, Major in Communications; Minor in English, Focus Creative Writing
Scottrade October 2014 - Present
Scottrade August 2012 - October 2014
Scottrade November 2010 - August 2012
Scottrade July 2007 - November 2010
A.G. Edwards & Sons, Inc. February 1999 - December 2002
Skills
Tax Advisory, Financial Services, Portfolio Management, Equities, Current FINRA Licenses:..., Experienced legacy..., Corporate action..., SunGard Wall Street..., Scivantage Maxit..., Systematic..., Taxation of mutual fund..., A.G. Edwards Operations..., Experienced user of..., Securities, Fixed Income, Mutual Funds, Leadership, Investments, Analysis, Business Analysis
Education
University of Missouri-Columbia 1995 — 1998
Bachelor of Arts, Major in Communications; Minor in English, Focus Creative Writing
Matt Yannotta Matt Yannotta's A.G. Edwards & Sons, Inc. Experience 2002 - 2007
Job Municipal Bond Trader at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. June 2015 - Present
Newbridge Securities March 2009 - May 2015
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Series 7, Fixed Income, Securities, Trading, Municipalities, Bonds, Bloomberg
Education
University of Missouri-Columbia
Bachelor's degree, Business / Finance
Truman State University
INTL FCStone Inc. June 2015 - Present
Newbridge Securities March 2009 - May 2015
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Series 7, Fixed Income, Securities, Trading, Municipalities, Bonds, Bloomberg
Education
University of Missouri-Columbia
Bachelor's degree, Business / Finance
Truman State University
Nathan Waite's A.G. Edwards & Sons, Inc. Experience May 2004 - September 2008
Job Vice President, US Rating Sales at Applied Systems
Industry Information Technology and Services
Experience
Applied Systems June 2015 - Present
Allied Strategy, LLC September 2008 - Present
SEMCAT Corporation October 2013 - June 2015
SEMCAT Corporation January 2012 - October 2013
SEMCAT Corporation September 2008 - January 2012
A.G. Edwards & Sons, Inc. May 2004 - September 2008
Skills
Insurance, Property & Casualty..., Sales Management, Retirement Planning, Sales, Software Project..., Insurance Technology, Entrepreneurship, Small Business, Business Strategy, Marketing, Economics, Team Building, Investments, Term Life Insurance, Leadership, Strategy, Life Insurance, Risk Management, Business Planning, Executive Management, General Insurance, Account Management, Workers Compensation, Business Development, Brokers, Underwriting
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor of Science (BS), Economics
Applied Systems June 2015 - Present
Allied Strategy, LLC September 2008 - Present
SEMCAT Corporation October 2013 - June 2015
SEMCAT Corporation January 2012 - October 2013
SEMCAT Corporation September 2008 - January 2012
A.G. Edwards & Sons, Inc. May 2004 - September 2008
Skills
Insurance, Property & Casualty..., Sales Management, Retirement Planning, Sales, Software Project..., Insurance Technology, Entrepreneurship, Small Business, Business Strategy, Marketing, Economics, Team Building, Investments, Term Life Insurance, Leadership, Strategy, Life Insurance, Risk Management, Business Planning, Executive Management, General Insurance, Account Management, Workers Compensation, Business Development, Brokers, Underwriting
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor of Science (BS), Economics
Jessica Davenport Jessica Davenport's A.G. Edwards & Sons, Inc. Experience June 2000 - June 2007
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2007 - Present
A.G. Edwards & Sons, Inc. June 2000 - June 2007
Skills
Retirement Planning, Investment Management, Life Insurance, Qualified Retirement..., 401k Rollovers, Estate Planning & Trust..., Retirement, Portfolio Management, Finance
Education
Troy University 1992 — 1996
Bachelor of Arts (B.A.), Political Science/Economics
Raymond James Financial Inc. June 2007 - Present
A.G. Edwards & Sons, Inc. June 2000 - June 2007
Skills
Retirement Planning, Investment Management, Life Insurance, Qualified Retirement..., 401k Rollovers, Estate Planning & Trust..., Retirement, Portfolio Management, Finance
Education
Troy University 1992 — 1996
Bachelor of Arts (B.A.), Political Science/Economics
Jenny Betz's A.G. Edwards & Sons, Inc. Experience November 2003 - November 2007
Job Manager Research Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting January 2011 - Present
Hammond Associates November 2007 - January 2011
A.G. Edwards & Sons, Inc. November 2003 - November 2007
Allstate Financial May 2002 - August 2002
Skills
Equities, Due Diligence, Finance, Investments, Financial Modeling, Analysis
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Finance & Psychology
Mercer Investment Consulting January 2011 - Present
Hammond Associates November 2007 - January 2011
A.G. Edwards & Sons, Inc. November 2003 - November 2007
Allstate Financial May 2002 - August 2002
Skills
Equities, Due Diligence, Finance, Investments, Financial Modeling, Analysis
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Finance & Psychology
William Stryker William Stryker's A.G. Edwards & Sons, Inc. Experience July 1992 - February 2004
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2004 - Present
A.G. Edwards & Sons, Inc. July 1992 - February 2004
Skills
Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory
Education
University of Maryland College Park 1985 — 1989
BA, Economics
UBS Financial Services February 2004 - Present
A.G. Edwards & Sons, Inc. July 1992 - February 2004
Skills
Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory
Education
University of Maryland College Park 1985 — 1989
BA, Economics
Becky Andes's A.G. Edwards & Sons, Inc. Experience November 2000 - July 2001
Job Refund Investigator Medicare Secondary Payor
Industry Financial Services
Experience
WellPoint June 2009 - Present
Warren Steinborn Associates April 2005 - February 2009
Penske Chevrolet / Honda October 2003 - April 2005
First Indiana Bank May 2003 - September 2003
Hancock / So. Madison Joint Services October 2002 - May 2003
Allstate Financial August 2001 - September 2002
A.G. Edwards & Sons, Inc. November 2000 - July 2001
Banc One Corporation June 1987 - October 2000
Education
University of Indianapolis 1988 — 1995
BS, Accounting
University of Indianapolis 1981 — 1983
Nursing
WellPoint June 2009 - Present
Warren Steinborn Associates April 2005 - February 2009
Penske Chevrolet / Honda October 2003 - April 2005
First Indiana Bank May 2003 - September 2003
Hancock / So. Madison Joint Services October 2002 - May 2003
Allstate Financial August 2001 - September 2002
A.G. Edwards & Sons, Inc. November 2000 - July 2001
Banc One Corporation June 1987 - October 2000
Education
University of Indianapolis 1988 — 1995
BS, Accounting
University of Indianapolis 1981 — 1983
Nursing
Jason Weyant Jason Weyant's A.G. Edwards & Sons, Inc. Experience 2005 - 2007
Job Marketing Communications Writer at ProFund Advisors LLC
Industry Financial Services
Experience
ProFund Advisors LLC December 2010 - Present
Folio Investing January 2009 - December 2010
Projectalent September 2008 - January 2009
Wachovia Securities 2005 - 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Web Content Management, Project Management, Branding & Identity, Marketing Management, Research, Web Marketing, Email Marketing, Marketing Communications, Digital Marketing, Copywriting, Online Advertising, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Social Media, Web Project Management, SEO, Advertising, Integrated Marketing
Education
University of Maryland College Park 1992 — 1997
Bachelor of Arts (BA), Communications
ProFund Advisors LLC December 2010 - Present
Folio Investing January 2009 - December 2010
Projectalent September 2008 - January 2009
Wachovia Securities 2005 - 2008
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Web Content Management, Project Management, Branding & Identity, Marketing Management, Research, Web Marketing, Email Marketing, Marketing Communications, Digital Marketing, Copywriting, Online Advertising, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Social Media, Web Project Management, SEO, Advertising, Integrated Marketing
Education
University of Maryland College Park 1992 — 1997
Bachelor of Arts (BA), Communications
Sara Penney Sara Penney's A.G. Edwards & Sons, Inc. Experience March 1995 - February 2003
Job President at Painting and Cleaning for Penneys
Industry Individual & Family Services
Experience
Custom Cleaning Services January 2005 - Present
A.G. Edwards & Sons, Inc. March 1995 - February 2003
Cramer Toyota June 1993 - June 1994
Skills
Nonprofits, Fundraising, Strategic Planning, Public Speaking, Customer Service, Window Cleaning, Commercial Cleaning, Home Cleaning, Exterior and interior...
Education
University of Florida 1983 — 1985
Bachelor's degree, Advertising
Custom Cleaning Services January 2005 - Present
A.G. Edwards & Sons, Inc. March 1995 - February 2003
Cramer Toyota June 1993 - June 1994
Skills
Nonprofits, Fundraising, Strategic Planning, Public Speaking, Customer Service, Window Cleaning, Commercial Cleaning, Home Cleaning, Exterior and interior...
Education
University of Florida 1983 — 1985
Bachelor's degree, Advertising
Tim Jackoboice Tim Jackoboice's A.G. Edwards & Sons, Inc. Experience 2002 - 2005
Job CEO at Fresh Start Private Florida
Industry Executive Office
Experience
Fresh Start Private Florida January 2012 - Present
A.G. Edwards & Sons, Inc. 2002 - 2005
G&L Partners, Floor of New York Stock Exchange 2000 - 2002
Monarch Hydraulics, Inc., Grand Rapids, MI 1991 - 2000
KeyRingThing LLC 1999 - March 1999
Hawaii State Legislature, Honolulu, HI 1989 - 1991
Skills
Venture Capital, Strategic Planning, Analysis, Licensing, Investments, Financial Analysis, Coaching, Marketing Strategy, Process Improvement, Sales Management, Negotiation, Contract Negotiation, Mentoring, Due Diligence, Online Marketing, Product Development, Competitive Analysis, Advertising, Public Relations, Investment Properties, Advertising Sales, Budgets, Strategy, Management, Finance
Education
University of Arizona 1982 — 1987
Major: B.A. Economics; Minor: Bus. Admin., Economics
Forest Hills Central High School 1978 — 1982
Colorado Outward Bound 1980 — 1980
Wilderness Survival
Fresh Start Private Florida January 2012 - Present
A.G. Edwards & Sons, Inc. 2002 - 2005
G&L Partners, Floor of New York Stock Exchange 2000 - 2002
Monarch Hydraulics, Inc., Grand Rapids, MI 1991 - 2000
KeyRingThing LLC 1999 - March 1999
Hawaii State Legislature, Honolulu, HI 1989 - 1991
Skills
Venture Capital, Strategic Planning, Analysis, Licensing, Investments, Financial Analysis, Coaching, Marketing Strategy, Process Improvement, Sales Management, Negotiation, Contract Negotiation, Mentoring, Due Diligence, Online Marketing, Product Development, Competitive Analysis, Advertising, Public Relations, Investment Properties, Advertising Sales, Budgets, Strategy, Management, Finance
Education
University of Arizona 1982 — 1987
Major: B.A. Economics; Minor: Bus. Admin., Economics
Forest Hills Central High School 1978 — 1982
Colorado Outward Bound 1980 — 1980
Wilderness Survival
Allie Trainor's A.G. Edwards & Sons, Inc. Experience May 2005 - December 2008
Job Director of the Annual Nobles Fund at Noble and Greenough School
Industry Primary/Secondary Education
Experience
Noble and Greenough School September 2015 - Present
Noble and Greenough School September 2015 - Present
Noble and Greenough School December 2008 - August 2015
A.G. Edwards & Sons, Inc. May 2005 - December 2008
Wachovia, A Wells Fargo Company May 2005 - December 2008
Skills
Non-profits, Fundraising, Social Media, Research, Editing, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Marketing Communications, Sales, Philanthropy, Marketing, Facebook, Event Planning, Volunteer Management, Constant Contact, Public Speaking, Photoshop, Nonprofits, Social Networking, Community Outreach, Stewardship, Teaching, Microsoft Excel
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Resource Economics
Noble and Greenough School September 2015 - Present
Noble and Greenough School September 2015 - Present
Noble and Greenough School December 2008 - August 2015
A.G. Edwards & Sons, Inc. May 2005 - December 2008
Wachovia, A Wells Fargo Company May 2005 - December 2008
Skills
Non-profits, Fundraising, Social Media, Research, Editing, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Marketing Communications, Sales, Philanthropy, Marketing, Facebook, Event Planning, Volunteer Management, Constant Contact, Public Speaking, Photoshop, Nonprofits, Social Networking, Community Outreach, Stewardship, Teaching, Microsoft Excel
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Resource Economics
Christine Morgan Christine Morgan's A.G. Edwards & Sons, Inc. Experience May 2005 - June 2007
Job Broker Associate at Teles Properties
Industry Real Estate
Experience
Teles Properties September 2012 - Present
Walter Thomas & Associates 2010 - Present
Canaday Group, RE/MAX Fine Homes January 2008 - January 2012
A.G. Edwards & Sons, Inc. May 2005 - June 2007
Maryland Bank of North America August 2002 - January 2004
Skills
Real Estate, Short Sales, Home, Customer Service, Account Management, Customer Relations, Procurement, Organizational..., Technology..., Foreclosures, Residential Homes
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2007
Business Management
University of California, Irvine 2003 — 2006
Political Science
Teles Properties September 2012 - Present
Walter Thomas & Associates 2010 - Present
Canaday Group, RE/MAX Fine Homes January 2008 - January 2012
A.G. Edwards & Sons, Inc. May 2005 - June 2007
Maryland Bank of North America August 2002 - January 2004
Skills
Real Estate, Short Sales, Home, Customer Service, Account Management, Customer Relations, Procurement, Organizational..., Technology..., Foreclosures, Residential Homes
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2007
Business Management
University of California, Irvine 2003 — 2006
Political Science
Steven Brende's A.G. Edwards & Sons, Inc. Experience 2005 - 2006
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Stone & Youngberg January 2011 - June 2011
Stone & Youngberg 2009 - 2011
Stone & Youngberg 2006 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2006
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Due Diligence, Finance, Financial Analysis
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A., Finance
University of Southern California - Marshall School of Business 1999 — 2002
B.S., Business Administration
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Stone & Youngberg January 2011 - June 2011
Stone & Youngberg 2009 - 2011
Stone & Youngberg 2006 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2006
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Due Diligence, Finance, Financial Analysis
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A., Finance
University of Southern California - Marshall School of Business 1999 — 2002
B.S., Business Administration
Darren Bayne's A.G. Edwards & Sons, Inc. Experience December 2000 - July 2004
Job Mortgage Trainer at Regions Bank
Industry Financial Services
Experience
Regions Financial Corporation April 2013 - Present
Gumdrop Books August 2005 - April 2013
Regions Morgan Keegan July 2004 - July 2005
A.G. Edwards & Sons, Inc. December 2000 - July 2004
Wachovia, A Wells Fargo Company May 1999 - December 2000
Val-Pak of Charlotte, North Carolina September 1998 - April 1999
Gumdrop Books August 1995 - June 1998
Parisian 1993 - 1995
Skills
Sales Management, Training, Teaching, Instructional Design, Sales, Coaching, Public Speaking, Customer Service, Microsoft Office, Leadership, Sales Process, Strategic Planning, Sales Operations, Management, Insurance, Finance, Recruiting
Education
University of Alabama 1989 — 1993
BS, Marketing, Summa cum laude
Headland High School 1985 — 1989
Regions Financial Corporation April 2013 - Present
Gumdrop Books August 2005 - April 2013
Regions Morgan Keegan July 2004 - July 2005
A.G. Edwards & Sons, Inc. December 2000 - July 2004
Wachovia, A Wells Fargo Company May 1999 - December 2000
Val-Pak of Charlotte, North Carolina September 1998 - April 1999
Gumdrop Books August 1995 - June 1998
Parisian 1993 - 1995
Skills
Sales Management, Training, Teaching, Instructional Design, Sales, Coaching, Public Speaking, Customer Service, Microsoft Office, Leadership, Sales Process, Strategic Planning, Sales Operations, Management, Insurance, Finance, Recruiting
Education
University of Alabama 1989 — 1993
BS, Marketing, Summa cum laude
Headland High School 1985 — 1989
Julie Brangenberg Julie Brangenberg's A.G. Edwards & Sons, Inc. Experience August 2001 - March 2003
Job LPL Branch Manager
Industry Financial Services
Experience
Safe Harbor Wealth Management March 2003 - Present
A.G. Edwards & Sons, Inc. August 2001 - March 2003
MEMC Electronic Materials 1997 - 2001
The Dial Corporation June 1996 - August 1997
Skills
Helping to Build Client...
Education
University of Illinois at Urbana-Champaign 1993 — 1996
BS, Chemical Engineering
Lewis & Clark Community College 1990 — 1992
Associate in Science, with Honors, Pre-Engineering
Safe Harbor Wealth Management March 2003 - Present
A.G. Edwards & Sons, Inc. August 2001 - March 2003
MEMC Electronic Materials 1997 - 2001
The Dial Corporation June 1996 - August 1997
Skills
Helping to Build Client...
Education
University of Illinois at Urbana-Champaign 1993 — 1996
BS, Chemical Engineering
Lewis & Clark Community College 1990 — 1992
Associate in Science, with Honors, Pre-Engineering
Lyle Pettigrew Lyle Pettigrew's A.G. Edwards & Sons, Inc. Experience September 2002 - June 2008
Job Financial Advisor at Lyle E Pettigrew, AAMS, Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2008 - Present
A.G. Edwards & Sons, Inc. September 2002 - June 2008
Fifth Third Bank June 1999 - September 2002
Norwestern Mutual Life May 1995 - June 1999
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Securities, Estate Planning, Wealth, Mutual Funds, Retirement
Education
University of Guelph 1957 — 1961
BSA, Economics
Wells Fargo Advisors LLC June 2008 - Present
A.G. Edwards & Sons, Inc. September 2002 - June 2008
Fifth Third Bank June 1999 - September 2002
Norwestern Mutual Life May 1995 - June 1999
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Securities, Estate Planning, Wealth, Mutual Funds, Retirement
Education
University of Guelph 1957 — 1961
BSA, Economics
Erik Melville, CFP ®'s A.G. Edwards & Sons, Inc. Experience January 2003 - October 2007
Job Financial Advisor at Melville Wealth Management of Raymond James
Industry Financial Services
Experience
Raymond James October 2007 - Present
A.G. Edwards & Sons, Inc. January 2003 - October 2007
Skills
Wealth Management, Retirement Planning, Investment Banking, Financial Advisory, Asset Managment
Education
Tulane University 1995 — 1999
Bachelors, Political Economics and Finance
Raymond James October 2007 - Present
A.G. Edwards & Sons, Inc. January 2003 - October 2007
Skills
Wealth Management, Retirement Planning, Investment Banking, Financial Advisory, Asset Managment
Education
Tulane University 1995 — 1999
Bachelors, Political Economics and Finance
Paul Toomey, AAMS® Paul Toomey, AAMS®'s A.G. Edwards & Sons, Inc. Experience November 2000 - December 2008
Job Senior Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Bill Duggins, CFP®, CPA, AIF® Bill Duggins, CFP®, CPA, AIF®'s A.G. Edwards & Sons, Inc. Experience 1992 - 2000
Job Owner, Duggins Financial
Industry Financial Services
Experience
Duggins Financial 2005 - Present
Smith Barney 2000 - 2005
A.G. Edwards & Sons, Inc. 1992 - 2000
Grubb and Ellis Company 1979 - 1992
KPMG 1977 - 1979
Education
University of California, Los Angeles 1974 — 1977
BA, Economics
Duggins Financial 2005 - Present
Smith Barney 2000 - 2005
A.G. Edwards & Sons, Inc. 1992 - 2000
Grubb and Ellis Company 1979 - 1992
KPMG 1977 - 1979
Education
University of California, Los Angeles 1974 — 1977
BA, Economics
Bruce Miller, CEM's A.G. Edwards & Sons, Inc. Experience July 2000 - January 2003
Job Resource Efficiency Manager Joint Base Charleston at Northrop Grumman Corporation
Industry Oil & Energy
Experience
Northrop Grumman Corporation September 2013 - Present
Booz Allen Hamilton January 2012 - September 2013
Sain Engineering Associates Inc. May 2009 - January 2012
Summit Energy Services April 2006 - February 2009
Johnson Controls January 2003 - March 2006
A.G. Edwards & Sons, Inc. July 2000 - January 2003
TXU Energy Services February 1999 - June 2000
Enron Energy Services May 1993 - February 1999
Skills
Energy, Energy Management, Active DoD Secret..., Business Development, Sales Management, Strategic Planning, Project Management, Mentoring, Energy Efficiency, Marketing, Customer Service, Facilities Management, Resource Efficiency, Sustainability, Energy Conservation, Natural Gas, Hedging, Team Building, Certified Energy Manager, Renewable Energy, Training, Procurement, New Business Development, Sales, Contract Negotiation, Management, Risk Management, Strategy, Business Strategy, Analysis, Engineering
Education
University of Kentucky 1981 — 1985
B.S., Finance
Northrop Grumman Corporation September 2013 - Present
Booz Allen Hamilton January 2012 - September 2013
Sain Engineering Associates Inc. May 2009 - January 2012
Summit Energy Services April 2006 - February 2009
Johnson Controls January 2003 - March 2006
A.G. Edwards & Sons, Inc. July 2000 - January 2003
TXU Energy Services February 1999 - June 2000
Enron Energy Services May 1993 - February 1999
Skills
Energy, Energy Management, Active DoD Secret..., Business Development, Sales Management, Strategic Planning, Project Management, Mentoring, Energy Efficiency, Marketing, Customer Service, Facilities Management, Resource Efficiency, Sustainability, Energy Conservation, Natural Gas, Hedging, Team Building, Certified Energy Manager, Renewable Energy, Training, Procurement, New Business Development, Sales, Contract Negotiation, Management, Risk Management, Strategy, Business Strategy, Analysis, Engineering
Education
University of Kentucky 1981 — 1985
B.S., Finance
Brian Underwood Brian Underwood's A.G. Edwards & Sons, Inc. Experience September 1989 - September 2007
Job Managing Director at Compliance & Regulatory Consulting Services, LLC
Industry Financial Services
Experience
Balaban's Wine Cellar & Tapas Bar November 2009 - Present
Compliance & Regulatory Consulting Services, LLC August 2008 - Present
Wachovia Securities, LLC October 2007 - August 2008
Securities Industry Association Compliance & Legal Division January 1996 - August 2008
Securities Industry and Financial Markets Association Compliance and Legal Division January 1996 - August 2008
A.G. Edwards & Sons, Inc. September 1989 - September 2007
Senator John Danforth Re-Election Campaign 1982 - 1982
Skills
Financial Services, Securities, Regulations, Capital Markets, Risk Management, Investment Advisory, Corporate Finance, FINRA, Financial Markets, Brokerage, Financial Advisory, Arbitration, Compliance, Corporate Law, Mutual Funds, Alternative Investments, Equity Trading, AML, Mergers & Acquisitions, Securities Regulation, Investments, Corporate Governance, Fixed Income, Series 7, Series 63, Hedge Funds, Equities, Due Diligence, Asset Management
Education
University of Missouri-Columbia 1975 — 1978
JD, Law
Balaban's Wine Cellar & Tapas Bar November 2009 - Present
Compliance & Regulatory Consulting Services, LLC August 2008 - Present
Wachovia Securities, LLC October 2007 - August 2008
Securities Industry Association Compliance & Legal Division January 1996 - August 2008
Securities Industry and Financial Markets Association Compliance and Legal Division January 1996 - August 2008
A.G. Edwards & Sons, Inc. September 1989 - September 2007
Senator John Danforth Re-Election Campaign 1982 - 1982
Skills
Financial Services, Securities, Regulations, Capital Markets, Risk Management, Investment Advisory, Corporate Finance, FINRA, Financial Markets, Brokerage, Financial Advisory, Arbitration, Compliance, Corporate Law, Mutual Funds, Alternative Investments, Equity Trading, AML, Mergers & Acquisitions, Securities Regulation, Investments, Corporate Governance, Fixed Income, Series 7, Series 63, Hedge Funds, Equities, Due Diligence, Asset Management
Education
University of Missouri-Columbia 1975 — 1978
JD, Law
Christopher A. Chaney Christopher A. Chaney's A.G. Edwards & Sons, Inc. Experience May 1994 - February 2003
Job Director, Investor Relations at SunEdison (formerly MEMC Electronic Materials)
Industry Financial Services
Experience
SunEdison Semiconductor February 2011 - Present
Wells Fargo Advisors, LLC November 2010 - February 2011
NextEra Energy Power Marketing, LLC July 2009 - July 2010
Stanford Group Company March 2004 - March 2009
A.G. Edwards & Sons, Inc. May 1994 - February 2003
Boatmen's Trust Company 1991 - 1993
Skills
Financial Modeling, Investment Management, Financial Analysis, Equity Research, Investments, Due Diligence, Strategy, Investment Banking, Valuation, Market Research, Private Equity, Investor Relations, Finance, Executive Management, Venture Capital, Equities
Education
Washington University in St. Louis - Olin Business School 1993 — 1997
MBA, Corporate Finance
Tulane University - A.B. Freeman School of Business 1987 — 1991
BSM, Accounting / Finance
St. Louis Country Day 1986 — 1987
SunEdison Semiconductor February 2011 - Present
Wells Fargo Advisors, LLC November 2010 - February 2011
NextEra Energy Power Marketing, LLC July 2009 - July 2010
Stanford Group Company March 2004 - March 2009
A.G. Edwards & Sons, Inc. May 1994 - February 2003
Boatmen's Trust Company 1991 - 1993
Skills
Financial Modeling, Investment Management, Financial Analysis, Equity Research, Investments, Due Diligence, Strategy, Investment Banking, Valuation, Market Research, Private Equity, Investor Relations, Finance, Executive Management, Venture Capital, Equities
Education
Washington University in St. Louis - Olin Business School 1993 — 1997
MBA, Corporate Finance
Tulane University - A.B. Freeman School of Business 1987 — 1991
BSM, Accounting / Finance
St. Louis Country Day 1986 — 1987
Chris Reames's A.G. Edwards & Sons, Inc. Experience May 2006 - August 2007
Job Private Client Banker at JPMorgan Chase
Industry Higher Education
Experience
JPMorgan Chase July 2011 - Present
Hilliard Lyons January 2010 - May 2010
Chiro One Wellness Center October 2008 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - August 2007
Skills
Banking, Financial Analysis, Portfolio Management, Microsoft Office, Sales, Investments, Microsoft Word, Marketing, Financial Modeling, Accounting, Strategic Financial..., Series 63, Social Media, Account Management
Education
University of Kentucky 2006 — 2011
BA, Economics and Business
JPMorgan Chase July 2011 - Present
Hilliard Lyons January 2010 - May 2010
Chiro One Wellness Center October 2008 - October 2009
A.G. Edwards & Sons, Inc. May 2006 - August 2007
Skills
Banking, Financial Analysis, Portfolio Management, Microsoft Office, Sales, Investments, Microsoft Word, Marketing, Financial Modeling, Accounting, Strategic Financial..., Series 63, Social Media, Account Management
Education
University of Kentucky 2006 — 2011
BA, Economics and Business
Kevin McKinlay Kevin McKinlay's A.G. Edwards & Sons, Inc. Experience December 2005 - August 2007
Job National Sales Manager
Industry Telecommunications
Experience
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Lightspeed Voice February 2015 - Present
Lightspeed Voice 2015 - 2015
TriNet May 2012 - July 2014
Combined Insurance October 2011 - March 2012
Merrill Lynch November 2009 - July 2011
Morgan Stanley Smith Barney August 2007 - November 2009
A.G. Edwards & Sons, Inc. December 2005 - August 2007
Automatic Data Processing (ADP) October 2001 - December 2005
UBS Wealth Management February 2000 - September 2001
Merrill Lynch September 1998 - February 2000
Skills
Sales Management, Direct Sales, Customer Service, Human Resources, Business Process..., Payroll Services, Healthcare Management, Business Analysis, Employee Benefits, Payroll Taxes, Retirement Benefits, Series 7, Series 63, Series 65, Life Insurance, Group Medical, Retirement Planning, 401k, 401k Rollovers, Variable Annuities, Variable Life, Flexible Spending..., Disability Insurance, Workers Compensation, Sales Operations, Customer Retention, Small Business, Cold Calling, Sales, Health Insurance, Training, Recruiting, Salesforce.com, Insurance, Selling, Investments, Public Speaking, Fundraising, News Writing, Management Consulting, Business Strategy, Nonprofits, Councelling, Mentoring, Team Building, Team Leadership, Entrepreneurship, Non-profit Volunteer, Sports, Benefits Administration
Education
The University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Ridgefield High School 1984 — 1988
High School Diploma, General Studies
Thom Albrecht's A.G. Edwards & Sons, Inc. Experience December 1986 - September 1997
Job CFA; Managing Director at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets August 2009 - Present
Stephens Inc. February 2005 - July 2009
BB&T Capital Markets April 2000 - February 2005
ABN AMRO October 1997 - April 2000
A.G. Edwards & Sons, Inc. December 1986 - September 1997
Skills
Investment Banking, Transportation, Freight, Financial Analysis, Mergers, Financial Modeling, Public speaking;...
Education
University of Central Missouri 1980 — 1984
B.S. Business Admin, Finance
Alton High School
BB&T Capital Markets August 2009 - Present
Stephens Inc. February 2005 - July 2009
BB&T Capital Markets April 2000 - February 2005
ABN AMRO October 1997 - April 2000
A.G. Edwards & Sons, Inc. December 1986 - September 1997
Skills
Investment Banking, Transportation, Freight, Financial Analysis, Mergers, Financial Modeling, Public speaking;...
Education
University of Central Missouri 1980 — 1984
B.S. Business Admin, Finance
Alton High School
Anthony Phung Anthony Phung's A.G. Edwards & Sons, Inc. Experience July 2004 - January 2005
Job Sales Manager at Yelp
Industry Online Media
Experience
Yelp January 2015 - Present
Yelp January 2014 - December 2014
Yelp.com May 2012 - December 2013
Yelp.com July 2011 - May 2012
Yelp.com August 2009 - July 2011
Spectrum March 2009 - July 2009
Japan Exchange and Teaching Program(me) (JET) July 2006 - August 2008
Wolters Hagars & Pratt Financial Planning July 2005 - February 2006
A.G. Edwards & Sons, Inc. July 2004 - January 2005
Oakley June 2002 - September 2002
Skills
Local Advertising, Targeted Advertising, Online Advertising, Group Purchasing, National Accounts, National Account Sales, National Account..., Salesforce.com, Online Marketing, New Media Marketing, Social Media, SEO, Selling, Sales Organization, Sales Growth, Advertising, Account Management, Sales Management, Marketing, PPC
Education
University of California, San Diego 2001 — 2005
BA, Economics, Communication
Yelp January 2015 - Present
Yelp January 2014 - December 2014
Yelp.com May 2012 - December 2013
Yelp.com July 2011 - May 2012
Yelp.com August 2009 - July 2011
Spectrum March 2009 - July 2009
Japan Exchange and Teaching Program(me) (JET) July 2006 - August 2008
Wolters Hagars & Pratt Financial Planning July 2005 - February 2006
A.G. Edwards & Sons, Inc. July 2004 - January 2005
Oakley June 2002 - September 2002
Skills
Local Advertising, Targeted Advertising, Online Advertising, Group Purchasing, National Accounts, National Account Sales, National Account..., Salesforce.com, Online Marketing, New Media Marketing, Social Media, SEO, Selling, Sales Organization, Sales Growth, Advertising, Account Management, Sales Management, Marketing, PPC
Education
University of California, San Diego 2001 — 2005
BA, Economics, Communication
Bill Wivell's A.G. Edwards & Sons, Inc. Experience 1985 - 1989
Job General Manager at Speedway Packaging and Distribution
Industry Logistics and Supply Chain
Experience
Speedway Packaging and Distribution July 2015 - Present
Magnum Venus Products February 2010 - July 2015
Magnum Venus Products May 2000 - February 2010
Advanced Plastics 1997 - 2000
Colonial Industries 1995 - 1997
TMR Materials 1992 - 1995
CCP Composites US LLC 1989 - 1992
A.G. Edwards & Sons, Inc. 1985 - 1989
St. Louis County Industrial Development Authority 1981 - 1985
Skills
Sales Management, Sales, Negotiation, New Business Development, Account Management, Customer Service, Microsoft Office, Key Account Management, Sales Operations, Product Development, Manufacturing, Microsoft Excel, Inventory Management, Composites, Plastics, Continuous Improvement, Adhesives, Materials, Lean Manufacturing, Resin, Coatings, Polymers, Process Improvement, Pricing, Solidworks, Six Sigma, Supply Chain, Leadership, Logistics, Supply Chain Management, Operations Management, Cross-functional Team..., Engineering, Strategic Planning, Purchasing, Contract Negotiation
Education
University of Missouri-Columbia 1977 — 1981
Bachelor of Arts (BA), Interdisciplinary Studies - Psychology & Business Mgmt
Speedway Packaging and Distribution July 2015 - Present
Magnum Venus Products February 2010 - July 2015
Magnum Venus Products May 2000 - February 2010
Advanced Plastics 1997 - 2000
Colonial Industries 1995 - 1997
TMR Materials 1992 - 1995
CCP Composites US LLC 1989 - 1992
A.G. Edwards & Sons, Inc. 1985 - 1989
St. Louis County Industrial Development Authority 1981 - 1985
Skills
Sales Management, Sales, Negotiation, New Business Development, Account Management, Customer Service, Microsoft Office, Key Account Management, Sales Operations, Product Development, Manufacturing, Microsoft Excel, Inventory Management, Composites, Plastics, Continuous Improvement, Adhesives, Materials, Lean Manufacturing, Resin, Coatings, Polymers, Process Improvement, Pricing, Solidworks, Six Sigma, Supply Chain, Leadership, Logistics, Supply Chain Management, Operations Management, Cross-functional Team..., Engineering, Strategic Planning, Purchasing, Contract Negotiation
Education
University of Missouri-Columbia 1977 — 1981
Bachelor of Arts (BA), Interdisciplinary Studies - Psychology & Business Mgmt
Keith Norris's A.G. Edwards & Sons, Inc. Experience June 1997 - January 2005
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2005 - Present
A.G. Edwards & Sons, Inc. June 1997 - January 2005
Skills
Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Mutual Funds, Operations Management, Portfolio Management, Process Improvement, Retirement, Retirement Planning, Risk Management, Saving for Education, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Louisville 1990 — 1996
BSB/MBA, Business
Trinity High School 1986 — 1990
Morgan Stanley January 2005 - Present
A.G. Edwards & Sons, Inc. June 1997 - January 2005
Skills
Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Mutual Funds, Operations Management, Portfolio Management, Process Improvement, Retirement, Retirement Planning, Risk Management, Saving for Education, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Louisville 1990 — 1996
BSB/MBA, Business
Trinity High School 1986 — 1990
Jennifer Albensoeder Jennifer Albensoeder's A.G. Edwards & Sons, Inc. Experience May 2001 - November 2009
Job Complex Administrative Manager at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
Wells Fargo Advisors November 2009 - October 2011
A.G. Edwards & Sons, Inc. May 2001 - November 2009
Education
University of Minnesota-Twin Cities
Political Science and Government
Raymond James October 2011 - Present
Wells Fargo Advisors November 2009 - October 2011
A.G. Edwards & Sons, Inc. May 2001 - November 2009
Education
University of Minnesota-Twin Cities
Political Science and Government
Becket Colombo's A.G. Edwards & Sons, Inc. Experience June 1991 - April 1996
Job Program Manager Business Planning & Optimization, Customer Service & Support at Autodesk
Industry Computer Software
Experience
Autodesk April 2015 - Present
Emergency Services Network, PLLC July 2013 - July 2014
Marin Catholic October 2009 - March 2013
Elsevier MDL March 2001 - April 2002
Ventaso January 2000 - March 2001
Deltanet Inc May 1998 - May 1999
A.G. Edwards & Sons, Inc. June 1991 - April 1996
Skills
Project Management, Strategic Planning, Public Speaking, Leadership, Cross-functional Team..., Social Media Marketing, Strategic Communications, Visual Communication, Constant Contact, Software Project..., Management Consulting, InDesign, Photoshop, Investment Banking, Team Leadership, Marketing, Social Media, Management, Strategy
Education
UCLA 1986 — 1991
Bachelor of Arts (B.A.), Design and Applied Arts
Autodesk April 2015 - Present
Emergency Services Network, PLLC July 2013 - July 2014
Marin Catholic October 2009 - March 2013
Elsevier MDL March 2001 - April 2002
Ventaso January 2000 - March 2001
Deltanet Inc May 1998 - May 1999
A.G. Edwards & Sons, Inc. June 1991 - April 1996
Skills
Project Management, Strategic Planning, Public Speaking, Leadership, Cross-functional Team..., Social Media Marketing, Strategic Communications, Visual Communication, Constant Contact, Software Project..., Management Consulting, InDesign, Photoshop, Investment Banking, Team Leadership, Marketing, Social Media, Management, Strategy
Education
UCLA 1986 — 1991
Bachelor of Arts (B.A.), Design and Applied Arts
Sean Shaughnessey's A.G. Edwards & Sons, Inc. Experience June 1998 - March 2002
Job Financial Advisor at Independent Financial Group LLC
Industry Investment Management
Experience
Independent Financial Group LLC September 2014 - Present
Health Sabbatical April 2011 - September 2014
S.P. Shaughnessey & Company March 2002 - April 2011
Advanced Equities June 2007 - March 2010
Merrill Lynch October 2005 - June 2007
A.G. Edwards & Sons, Inc. June 1998 - March 2002
Merrill Lynch July 1995 - June 1998
Skills
Finance, Entrepreneurship, Leadership, Investments, Financial Planning, Strategic Planning, Investment Management, Wealth Management, Asset Management, Management, Financial Advisory, Financial Services, Small Business, Securities, Venture Capital, Insurance, Investment Advisory, Marketing, Retirement Planning
Education
University of Missouri-Columbia 1990 — 1994
BA, History
The Academy of the New Church 1987 — 1990
Independent Financial Group LLC September 2014 - Present
Health Sabbatical April 2011 - September 2014
S.P. Shaughnessey & Company March 2002 - April 2011
Advanced Equities June 2007 - March 2010
Merrill Lynch October 2005 - June 2007
A.G. Edwards & Sons, Inc. June 1998 - March 2002
Merrill Lynch July 1995 - June 1998
Skills
Finance, Entrepreneurship, Leadership, Investments, Financial Planning, Strategic Planning, Investment Management, Wealth Management, Asset Management, Management, Financial Advisory, Financial Services, Small Business, Securities, Venture Capital, Insurance, Investment Advisory, Marketing, Retirement Planning
Education
University of Missouri-Columbia 1990 — 1994
BA, History
The Academy of the New Church 1987 — 1990
Katrina Hubbard, M.S., M.Ed., IACCP® Katrina Hubbard, M.S., M.Ed., IACCP®'s A.G. Edwards & Sons, Inc. Experience August 2001 - August 2004
Job Compliance Associate at Kennedy Capital Management, Inc. University of MOSt. Louis PhD Candidate
Industry Financial Services
Experience
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Kennedy Capital Management, Inc. July 2012 - Present
University of Missouri - St. Louis August 2009 - Present
Central Baptist Church 2001 - 2014
University of Missouri - St. Louis January 2013 - December 2013
Edward Jones April 2010 - November 2011
Harris-Stowe State University August 2008 - May 2010
Wells Fargo Advisors July 2008 - April 2010
Cardinal Ritter High School January 2008 - June 2009
U. S. Bancorp Investments, Inc August 2004 - July 2008
A.G. Edwards & Sons, Inc. August 2001 - August 2004
Skills
Leadership, Training, Budgets, Analysis, Marketing, Team Building, Insurance, Interviews, Series 7, Employee Training, Coaching, Series 24, Finance, FINRA, Teaching, Project Management, Sales, Investments, Public Speaking, Compliance, Problem Solving, Financial Analysis, Contract Negotiation, Banking, Human Resources, Higher Education, Time Management, Budgeting, Uniform Combined State..., Data Analysis, Microsoft Excel, Nonprofits, Leadership Development, Strategic Planning, Staff Development, Financial Services, Access, Policy, Securities, CRM, Internal Audit, Risk Management, Process Improvement, Management, Examiner, Training & Development, Series 66, Series 9, Series 10, Research
Education
University of Missouri-Saint Louis 2009 — 2016
PhD, Educational Leadership and Policy Studies - Higher Education
University of Missouri-Saint Louis 2009 — 2012
Master of Education (M.Ed.), Adult and Higher Education Administration, May 13, 2012
Webster University 2005 — 2008
MS, Finance
University of Missouri-Saint Louis 1993 — 1995
B.S., Business Administration / Finance
Tuskegee University 1991 — 1993
BS, Finance
Cardinal Ritter College Prep 1987 — 1991
Ryan Mitchell, CAIA Ryan Mitchell, CAIA's A.G. Edwards & Sons, Inc. Experience June 1999 - September 1999
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Altegris Investments, Private Client Group January 2014 - November 2014
Triton Capital Advisors, LLC July 2011 - December 2013
The Hedge Fund Association March 2010 - June 2013
HedgeCo Securities, LLC December 2009 - July 2011
Alternative Asset Partners, Inc. March 2008 - November 2009
HedgeCo Securities, LLC January 2005 - February 2008
Independent Proprietary Equities Trader December 2000 - January 2005
UBS May 2000 - October 2000
A.G. Edwards & Sons, Inc. June 1999 - September 1999
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Managed Futures, Fund Of Funds, Trading, Equities, Risk Management, Investment Advisory, Trading Strategies, Structured Products, Technical Analysis, Due Diligence, Asset Allocation, Hedging, Securities, Fixed Income, Quantitative Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
BNY Mellon Wealth Management February 2015 - Present
Altegris Investments, Private Client Group January 2014 - November 2014
Triton Capital Advisors, LLC July 2011 - December 2013
The Hedge Fund Association March 2010 - June 2013
HedgeCo Securities, LLC December 2009 - July 2011
Alternative Asset Partners, Inc. March 2008 - November 2009
HedgeCo Securities, LLC January 2005 - February 2008
Independent Proprietary Equities Trader December 2000 - January 2005
UBS May 2000 - October 2000
A.G. Edwards & Sons, Inc. June 1999 - September 1999
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Managed Futures, Fund Of Funds, Trading, Equities, Risk Management, Investment Advisory, Trading Strategies, Structured Products, Technical Analysis, Due Diligence, Asset Allocation, Hedging, Securities, Fixed Income, Quantitative Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
Robert Halter CFP®'s A.G. Edwards & Sons, Inc. Experience September 2001 - January 2008
Job Financial Advisor, Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2001 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Strategies, Multi-generational..., Wealth Preservation..., Tax Efficiency, Financial Advisory, Asset Allocation
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Mathematical Economics
Wells Fargo Advisors, LLC September 2001 - Present
Wachovia Securities, LLC January 2008 - May 2009
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Strategies, Multi-generational..., Wealth Preservation..., Tax Efficiency, Financial Advisory, Asset Allocation
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Mathematical Economics
Stacey Meyer Stacey Meyer's A.G. Edwards & Sons, Inc. Experience March 2008 - October 2008
Job The Maschhoffs
Industry Food Production
Experience
The Maschhoffs April 2013 - Present
Wells Fargo Advisors June 2012 - April 2013
Wells Fargo Advisors October 2010 - June 2012
Wells Fargo Advisors October 2008 - October 2010
A.G. Edwards & Sons, Inc. March 2008 - October 2008
A.G. Edwards & Sons, Inc. February 2004 - October 2008
Wells Fargo Home Mortgage August 2001 - July 2003
Skills
Business Analysis, Business Process, Mergers, Procurement, Microsoft Office, Process Improvement, Vendor Management, SDLC, Requirements Gathering, SharePoint, Visio
Education
University of Illinois Springfield 2001 — 2004
Bachelor of Business Administration (BBA)
The Maschhoffs April 2013 - Present
Wells Fargo Advisors June 2012 - April 2013
Wells Fargo Advisors October 2010 - June 2012
Wells Fargo Advisors October 2008 - October 2010
A.G. Edwards & Sons, Inc. March 2008 - October 2008
A.G. Edwards & Sons, Inc. February 2004 - October 2008
Wells Fargo Home Mortgage August 2001 - July 2003
Skills
Business Analysis, Business Process, Mergers, Procurement, Microsoft Office, Process Improvement, Vendor Management, SDLC, Requirements Gathering, SharePoint, Visio
Education
University of Illinois Springfield 2001 — 2004
Bachelor of Business Administration (BBA)
Nathan Alvarado Nathan Alvarado's A.G. Edwards & Sons, Inc. Experience May 1989 - May 2007
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Emily Einwalter Emily Einwalter's A.G. Edwards & Sons, Inc. Experience November 2002 - June 2006
Job 2nd Vice President Client Relations at Cornerstone Capital Management LLC
Industry Investment Management
Experience
Cornerstone Capital Management LLC May 2015 - Present
Cornerstone Capital Management LLC January 2013 - May 2015
Cornerstone Capital Management, Inc. July 2006 - January 2013
A.G. Edwards & Sons, Inc. November 2002 - June 2006
Education
University of St. Thomas 2012 — 2016
Candidate Masters of Business Administration, Business Administration, Management and Operations
University of Iowa 1997 — 2001
BA, Economics
Turkey Valley High School 1994 — 1997
Cornerstone Capital Management LLC May 2015 - Present
Cornerstone Capital Management LLC January 2013 - May 2015
Cornerstone Capital Management, Inc. July 2006 - January 2013
A.G. Edwards & Sons, Inc. November 2002 - June 2006
Education
University of St. Thomas 2012 — 2016
Candidate Masters of Business Administration, Business Administration, Management and Operations
University of Iowa 1997 — 2001
BA, Economics
Turkey Valley High School 1994 — 1997
William Wagnon's A.G. Edwards & Sons, Inc. Experience February 1992 - March 1995
Job CEO at Global Report Options
Industry Information Technology and Services
Experience
Global Report Options September 2014 - Present
billwagnon, llc October 2013 - September 2014
Centric Group, LLC April 2013 - October 2013
Benefit Plans Plus January 2007 - April 2013
Brown Smith Wallace 2002 - 2006
MetLife February 1998 - October 2001
One, Inc. May 2001 - September 2001
Bridge 2000 - 2001
A.G. Edwards & Sons, Inc. February 1992 - March 1995
Skills
SQL, Crystal Reports, Viewpoint Construction..., Business Intelligence, .NET, Programming, Business Process..., VB.NET, Microsoft Office, Microsoft SQL Server, Process Improvement, SSRS, Integration, Databases, Management, Business Analysis, Project Management, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1988 — 1991
Bachelor of Arts & Sciences, Personnel Psychology
Parks College of St. Louis University 1986 — 1988
Aerospace Engineering
Marquette High School 1982 — 1986
Global Report Options September 2014 - Present
billwagnon, llc October 2013 - September 2014
Centric Group, LLC April 2013 - October 2013
Benefit Plans Plus January 2007 - April 2013
Brown Smith Wallace 2002 - 2006
MetLife February 1998 - October 2001
One, Inc. May 2001 - September 2001
Bridge 2000 - 2001
A.G. Edwards & Sons, Inc. February 1992 - March 1995
Skills
SQL, Crystal Reports, Viewpoint Construction..., Business Intelligence, .NET, Programming, Business Process..., VB.NET, Microsoft Office, Microsoft SQL Server, Process Improvement, SSRS, Integration, Databases, Management, Business Analysis, Project Management, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1988 — 1991
Bachelor of Arts & Sciences, Personnel Psychology
Parks College of St. Louis University 1986 — 1988
Aerospace Engineering
Marquette High School 1982 — 1986
Mark Lininger, CFP / AIF / CIMC Mark Lininger, CFP / AIF / CIMC's A.G. Edwards & Sons, Inc. Experience 2003 - 2008
Job Senior Vice President Financial Advisor, Institutional Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2008 - Present
A.G. Edwards & Sons, Inc. 2003 - 2008
Wells Fargo 1998 - 2003
Oppenheimer & Co. 1992 - 1998
Skills
Understanding Client..., Listening, Institutional Money..., Bond Portfolios, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models
Education
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
UCLA
Bachelor of Arts - Psychology
USC Marshall School of Business
Master of Business Administration - Emphasis in Finance
RBC Wealth Management 2008 - Present
A.G. Edwards & Sons, Inc. 2003 - 2008
Wells Fargo 1998 - 2003
Oppenheimer & Co. 1992 - 1998
Skills
Understanding Client..., Listening, Institutional Money..., Bond Portfolios, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models
Education
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
UCLA
Bachelor of Arts - Psychology
USC Marshall School of Business
Master of Business Administration - Emphasis in Finance
Allan Kremer Allan Kremer's A.G. Edwards & Sons, Inc. Experience January 1989 - April 2004
Job Accounting IS Programmer/Analyst at Bryan Cave
Industry Information Technology and Services
Experience
Bryan Cave April 2010 - Present
Western Physicians Data Service June 2009 - April 2010
Heartland Bank July 2007 - September 2008
Advanced Resources March 2007 - July 2007
Solution Consultants March 2006 - March 2007
May Department Stores July 2005 - March 2006
Kanbay April 2004 - May 2005
A.G. Edwards & Sons, Inc. January 1989 - April 2004
AG Edwards 1989 - 2004
A. G. Edwards & Sons/Wachovia Securities 1989 - 2004
Skills
SDLC, Business Analysis, DB2, Data Warehousing, COBOL, Access, Testing, Requirements Analysis, Microsoft SQL Server, Analysis, Project Management, Software Development, Databases, VSAM, Visual Basic, Visio, Java, Risk Management, Process Improvement, SQL, Test Planning, Mainframe, FTP, CICS, Integration, VB.NET, IBM Mainframe, SharePoint, Software Documentation, Crystal Reports, Requirements Gathering, Business Process, Program Management, Disaster Recovery, Business Intelligence, T-SQL, Systems Analysis, Oracle, Unix, Software Project..., Database Design, Enterprise Architecture, IT Management, System Administration, SSIS, SOA
Education
University of Missouri-Columbia 1980 — 1984
B.A., Interdisciplinary Studies with an Emphasis on Computer Science
Bryan Cave April 2010 - Present
Western Physicians Data Service June 2009 - April 2010
Heartland Bank July 2007 - September 2008
Advanced Resources March 2007 - July 2007
Solution Consultants March 2006 - March 2007
May Department Stores July 2005 - March 2006
Kanbay April 2004 - May 2005
A.G. Edwards & Sons, Inc. January 1989 - April 2004
AG Edwards 1989 - 2004
A. G. Edwards & Sons/Wachovia Securities 1989 - 2004
Skills
SDLC, Business Analysis, DB2, Data Warehousing, COBOL, Access, Testing, Requirements Analysis, Microsoft SQL Server, Analysis, Project Management, Software Development, Databases, VSAM, Visual Basic, Visio, Java, Risk Management, Process Improvement, SQL, Test Planning, Mainframe, FTP, CICS, Integration, VB.NET, IBM Mainframe, SharePoint, Software Documentation, Crystal Reports, Requirements Gathering, Business Process, Program Management, Disaster Recovery, Business Intelligence, T-SQL, Systems Analysis, Oracle, Unix, Software Project..., Database Design, Enterprise Architecture, IT Management, System Administration, SSIS, SOA
Education
University of Missouri-Columbia 1980 — 1984
B.A., Interdisciplinary Studies with an Emphasis on Computer Science
William Kendall, CFP® William Kendall, CFP®'s A.G. Edwards & Sons, Inc. Experience 1989 - 2007
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
Jack Senzon Jack Senzon's A.G. Edwards & Sons, Inc. Experience 1991 - 1995
Job Senior Origination Analyst at Macallan Partners LLC
Industry Venture Capital & Private Equity
Experience
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Macallan Partners LLC June 2011 - Present
BLOOMBERG TRADEBOOK March 2007 - March 2011
Jefferies Inc December 1998 - November 2006
Jefferies & Company 1998 - 2006
Jefferies Inc December 1998 - February 2001
JW Genesis Financial Services November 1997 - December 1998
Raymond James Financial Services November 1996 - November 1997
Merrill Lynch June 1995 - November 1996
A.G. Edwards & Sons, Inc. 1991 - 1995
Skills
Sell Side, Hedging
Education
State University of New York at Albany 1986 — 1990
Shelly (Bracken) Martin Shelly (Bracken) Martin's A.G. Edwards & Sons, Inc. Experience 2002 - 2007
Job Marketing Production Manager, Asst. Vice President at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC August 2002 - December 2014
A.G. Edwards & Sons, Inc. 2002 - 2007
UnitedHealthcare November 2000 - January 2002
Corporate Express Promotional Marketing August 1994 - November 2000
Skills
Budgets, Project Management, Print Production..., Traffic Management, Strategic Sourcing, Advertising, Analysis, B2B, Business Development, Business Process..., CRM, Creative Direction, Customer Satisfaction, Digital Marketing, Digital Printing, Direct Mail, Email Marketing, Direct Marketing, Purchasing, Strategy, Trade Shows
Education
Truman State University 1988 — 1992
Bachelor of Science, Business Administration - Marketing
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC August 2002 - December 2014
A.G. Edwards & Sons, Inc. 2002 - 2007
UnitedHealthcare November 2000 - January 2002
Corporate Express Promotional Marketing August 1994 - November 2000
Skills
Budgets, Project Management, Print Production..., Traffic Management, Strategic Sourcing, Advertising, Analysis, B2B, Business Development, Business Process..., CRM, Creative Direction, Customer Satisfaction, Digital Marketing, Digital Printing, Direct Mail, Email Marketing, Direct Marketing, Purchasing, Strategy, Trade Shows
Education
Truman State University 1988 — 1992
Bachelor of Science, Business Administration - Marketing
Andy Crabb Andy Crabb's A.G. Edwards & Sons, Inc. Experience June 2004 - February 2007
Job Account Executive at NetSuite
Industry Computer Software
Experience
NetSuite February 2013 - Present
Rivet Software December 2011 - February 2013
Crown Advisory July 2011 - October 2011
Indepedant Estate Planner October 2007 - May 2011
A.G. Edwards & Sons, Inc. June 2004 - February 2007
Edward Jones May 2002 - May 2004
AIESEC - International internship June 1999 - October 1999
Skills
Strategic Financial..., Business Development, CRM, Estate Planning, B2B, C Level Selling, XBRL, Cloud Computing, Enterprise Software, Capital Markets, International Sales, International Business..., Saas, NetSuite, Solution Selling, Business Planning, Insurance, SaaS, Salesforce.com, Sales, New Business Development, Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS)
University of Sydney
University of Wollongong
NetSuite February 2013 - Present
Rivet Software December 2011 - February 2013
Crown Advisory July 2011 - October 2011
Indepedant Estate Planner October 2007 - May 2011
A.G. Edwards & Sons, Inc. June 2004 - February 2007
Edward Jones May 2002 - May 2004
AIESEC - International internship June 1999 - October 1999
Skills
Strategic Financial..., Business Development, CRM, Estate Planning, B2B, C Level Selling, XBRL, Cloud Computing, Enterprise Software, Capital Markets, International Sales, International Business..., Saas, NetSuite, Solution Selling, Business Planning, Insurance, SaaS, Salesforce.com, Sales, New Business Development, Management
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS)
University of Sydney
University of Wollongong
Patrick M. Winkelman Patrick M. Winkelman's A.G. Edwards & Sons, Inc. Experience 2000 - 2008
Job Office Manager
Industry Information Technology and Services
Experience
Position Imaging Incorporated August 2014 - Present
BKBM Incorporated June 2010 - August 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities Financial 2007 - 2008
A.G. Edwards & Sons, Inc. 2000 - 2008
Gruntal & Company Inc. February 1993 - August 2000
Skills
Office Management, Office Administration, Employee Relations, Operational Efficiency, Hiring Personnel, Operations Management, Compliance, Internal Communications, Human Resources, Technical Support, Financial Analysis, Cost Efficiency, Terminations, Adherence, Management, Finance, Hiring
Education
University of Massachusetts, Amherst 1987 — 1991
B.A., Economics - 2014
Natick High School 1984 — 1987
Position Imaging Incorporated August 2014 - Present
BKBM Incorporated June 2010 - August 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities Financial 2007 - 2008
A.G. Edwards & Sons, Inc. 2000 - 2008
Gruntal & Company Inc. February 1993 - August 2000
Skills
Office Management, Office Administration, Employee Relations, Operational Efficiency, Hiring Personnel, Operations Management, Compliance, Internal Communications, Human Resources, Technical Support, Financial Analysis, Cost Efficiency, Terminations, Adherence, Management, Finance, Hiring
Education
University of Massachusetts, Amherst 1987 — 1991
B.A., Economics - 2014
Natick High School 1984 — 1987
Sam Rainey Sam Rainey's A.G. Edwards & Sons, Inc. Experience January 1997 - December 2003
Job Open Roads RV Complete
Industry Automotive
Experience
Ed Voyles Honda December 2005 - 2013
Wachovia Securities Financial Network January 2003 - December 2005
A.G. Edwards & Sons, Inc. January 1997 - December 2003
Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, Mutual Funds, Annuities, Investment Advisory, Retirement, Investments, Estate Planning, Asset Allocation, Long Term Care, Series 63, Asset Management, Bonds, Securities, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Options, Asset, Financial Analysis, Hedge Funds, Risk Management, Insurance, Mortgage, Loans, Credit, Asset Managment, Strategic Financial..., Dealer Management, CRM, Automotive, Fleet Management, Automobile, Vehicles, Dealers, Management, Automotive Aftermarket, Warranty, Banking, Profit, Long-term Care, Sales Process, Customer Retention, Customer Satisfaction, Mortgage Lending, Reynolds, Gross Profit
Education
University of Alabama at Birmingham 1994 — 1998
Bachelor of Science, Double Major of Finance and Investments and Instituitions
Ed Voyles Honda December 2005 - 2013
Wachovia Securities Financial Network January 2003 - December 2005
A.G. Edwards & Sons, Inc. January 1997 - December 2003
Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, Mutual Funds, Annuities, Investment Advisory, Retirement, Investments, Estate Planning, Asset Allocation, Long Term Care, Series 63, Asset Management, Bonds, Securities, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Options, Asset, Financial Analysis, Hedge Funds, Risk Management, Insurance, Mortgage, Loans, Credit, Asset Managment, Strategic Financial..., Dealer Management, CRM, Automotive, Fleet Management, Automobile, Vehicles, Dealers, Management, Automotive Aftermarket, Warranty, Banking, Profit, Long-term Care, Sales Process, Customer Retention, Customer Satisfaction, Mortgage Lending, Reynolds, Gross Profit
Education
University of Alabama at Birmingham 1994 — 1998
Bachelor of Science, Double Major of Finance and Investments and Instituitions
Ryan Cole Ryan Cole's A.G. Edwards & Sons, Inc. Experience 2007 - 2009
Job Sales Advisor at Stivers Ford Lincoln Mazda
Industry Automotive
Experience
Stivers Ford Lincoln Mazda December 2014 - Present
PNC 2011 - 2013
A.G. Edwards & Sons, Inc. 2007 - 2009
Office of Governor Bob Riley 2001 - 2007
Army National Guard 1994 - 1995
U.S. Coast Guard 1992 - 1994
Skills
Leadership, Public Speaking, Government, Banking, Loans, Mortgage Lending, Financial Services, Consumer Lending, Credit, Retail Banking, Wealth Management, Sales, Coaching, Small Business Lending, Retirement, Small Business, Marketing, Business Development, Strategic Planning, Sales Management, Training, Deposits, Management, Professional Services
Education
Troy State University
B.S., American Literature; Theater
Stivers Ford Lincoln Mazda December 2014 - Present
PNC 2011 - 2013
A.G. Edwards & Sons, Inc. 2007 - 2009
Office of Governor Bob Riley 2001 - 2007
Army National Guard 1994 - 1995
U.S. Coast Guard 1992 - 1994
Skills
Leadership, Public Speaking, Government, Banking, Loans, Mortgage Lending, Financial Services, Consumer Lending, Credit, Retail Banking, Wealth Management, Sales, Coaching, Small Business Lending, Retirement, Small Business, Marketing, Business Development, Strategic Planning, Sales Management, Training, Deposits, Management, Professional Services
Education
Troy State University
B.S., American Literature; Theater
Jeremy Brenner Jeremy Brenner's A.G. Edwards & Sons, Inc. Experience 2000 - 2001
Job Employment & NonCompete Attorney at Armstrong Teasdale LLP
Industry Legal Services
Experience
Armstrong Teasdale LLP June 2009 - Present
Human Resource Management Corporation March 2006 - August 2008
Famous-Barr (now Macy's) June 2003 - March 2006
IBM Global Services 2001 - 2003
A.G. Edwards & Sons, Inc. 2000 - 2001
Skills
Litigation, Mediation, FMLA, Employment Law, Employment Litigation, Employment..., Employment Contracts, Employment Practices..., Employment Counseling, Employment Law..., Discrimination Law, Legal Advice, ADA, Business Strategy, Business Management, New Business Development, HR Strategy, Strategic Planning, HR Consulting, HR Policies, HR Solutions, Personnel Policies, Personnel Assessment, Negotiation, Client Development, Client Relationship..., Human Capital Management, Human Capital Strategy, HR Business Partnering, Religious Accommodation, Non-compete Agreements, Unfair Competition, Restrictive Covenants, Personnel Management, Human Capital, Succession Planning, HRIS, CRM, Management, Job Coaching, Personnel Selection, Human Resources, Americans with..., Training, Contract Negotiation, Commercial Litigation, Legal Writing, Leadership, Arbitration, Dispute Resolution
Education
University of Missouri-Columbia
Juris Doctor (JD)
Washington University in St. Louis
BSBA
Marquette High School
Armstrong Teasdale LLP June 2009 - Present
Human Resource Management Corporation March 2006 - August 2008
Famous-Barr (now Macy's) June 2003 - March 2006
IBM Global Services 2001 - 2003
A.G. Edwards & Sons, Inc. 2000 - 2001
Skills
Litigation, Mediation, FMLA, Employment Law, Employment Litigation, Employment..., Employment Contracts, Employment Practices..., Employment Counseling, Employment Law..., Discrimination Law, Legal Advice, ADA, Business Strategy, Business Management, New Business Development, HR Strategy, Strategic Planning, HR Consulting, HR Policies, HR Solutions, Personnel Policies, Personnel Assessment, Negotiation, Client Development, Client Relationship..., Human Capital Management, Human Capital Strategy, HR Business Partnering, Religious Accommodation, Non-compete Agreements, Unfair Competition, Restrictive Covenants, Personnel Management, Human Capital, Succession Planning, HRIS, CRM, Management, Job Coaching, Personnel Selection, Human Resources, Americans with..., Training, Contract Negotiation, Commercial Litigation, Legal Writing, Leadership, Arbitration, Dispute Resolution
Education
University of Missouri-Columbia
Juris Doctor (JD)
Washington University in St. Louis
BSBA
Marquette High School
Mary Ryan Harris's A.G. Edwards & Sons, Inc. Experience October 1999 - June 2006
Job Executive Office Professional
Industry Executive Office
Experience
Century Wealth Management February 2012 - Present
NewSouth Capital Management June 2006 - December 2011
A.G. Edwards & Sons, Inc. October 1999 - June 2006
A.G. Edwards & Sons, Inc. March 2004 - February 2005
National Bank of Commerce March 1999 - June 1999
National Bank of Commerce March 1998 - June 1999
Davis Appraisals May 1997 - March 1998
Memphis International Travel August 1996 - May 1997
Education
University of Mississippi 1992 — 1996
B.A, Leisure Management
Century Wealth Management February 2012 - Present
NewSouth Capital Management June 2006 - December 2011
A.G. Edwards & Sons, Inc. October 1999 - June 2006
A.G. Edwards & Sons, Inc. March 2004 - February 2005
National Bank of Commerce March 1999 - June 1999
National Bank of Commerce March 1998 - June 1999
Davis Appraisals May 1997 - March 1998
Memphis International Travel August 1996 - May 1997
Education
University of Mississippi 1992 — 1996
B.A, Leisure Management
Howard Lott Howard Lott's A.G. Edwards & Sons, Inc. Experience 1992 - 1998
Job
Industry Hospital & Health Care
Experience
Wells Fargo Advisors 1998 - 2014
A.G. Edwards & Sons, Inc. 1992 - 1998
Skills
Management, Real Estate Transactions, Sales, Residential Homes, Leadership, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Training, Research, English, Microsoft Word, Public Speaking, Strategic Planning, Social Media, Negotiation, Team Building, Finance
Education
University of Houston
B.S. Pharmacy, Pharmacy
University of Houston-Clear Lake
M.B.A., Business & Industry
Wells Fargo Advisors 1998 - 2014
A.G. Edwards & Sons, Inc. 1992 - 1998
Skills
Management, Real Estate Transactions, Sales, Residential Homes, Leadership, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Training, Research, English, Microsoft Word, Public Speaking, Strategic Planning, Social Media, Negotiation, Team Building, Finance
Education
University of Houston
B.S. Pharmacy, Pharmacy
University of Houston-Clear Lake
M.B.A., Business & Industry
Nancy Jacobsen Nancy Jacobsen's A.G. Edwards & Sons, Inc. Experience November 1997 - October 2000
Job Accountant
Industry Accounting
Experience
Intercon Chemical Corporation April 2011 - Present
Silgan Plastics LLC April 2002 - November 2010
A.G. Edwards & Sons, Inc. November 1997 - October 2000
Quality Mechanical Systems October 1995 - February 1997
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Forecasting, Financial Analysis, Microsoft Excel, Access, Process Improvement, Inventory Management, Manufacturing
Education
University of Illinois at Urbana-Champaign
B.S., Psychology
Intercon Chemical Corporation April 2011 - Present
Silgan Plastics LLC April 2002 - November 2010
A.G. Edwards & Sons, Inc. November 1997 - October 2000
Quality Mechanical Systems October 1995 - February 1997
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Forecasting, Financial Analysis, Microsoft Excel, Access, Process Improvement, Inventory Management, Manufacturing
Education
University of Illinois at Urbana-Champaign
B.S., Psychology
Jeffry Clarke Jeffry Clarke's A.G. Edwards & Sons, Inc. Experience June 1998 - June 2001
Job Manager, Financial Analysis at Capital One
Industry Financial Services
Experience
Capital One February 2013 - Present
American Airlines July 2011 - February 2013
American Airlines December 2008 - June 2011
American Airlines April 2006 - November 2008
American Airlines July 2005 - April 2006
American Airlines June 2004 - June 2005
A.G. Edwards & Sons, Inc. June 1998 - June 2001
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance
Capital One February 2013 - Present
American Airlines July 2011 - February 2013
American Airlines December 2008 - June 2011
American Airlines April 2006 - November 2008
American Airlines July 2005 - April 2006
American Airlines June 2004 - June 2005
A.G. Edwards & Sons, Inc. June 1998 - June 2001
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance
Brandi Gatlin Brandi Gatlin's A.G. Edwards & Sons, Inc. Experience April 2000 - December 2007
Job
Industry Financial Services
Experience
Triad Securities March 2015 - Present
Merriman Capital, Inc. May 2010 - October 2011
WJB Capital Group, Inc. November 2008 - May 2010
A.G. Edwards & Sons, Inc. April 2000 - December 2007
J.C. Bradford & Co. February 1996 - April 2000
Skills
Equity Trading, Event Management, Trading, Analysis, Series 7, Series 63, Equities, Bloomberg, Securities, Investments, Investor Relations, Equity Research, New Business Development, Institutional, Mutual Funds, Research, Capital Markets, Equity Valuation, Private Equity, Asset Allocation, Valuation, Financial Markets, Alternative Investments, Electronic Trading, Portfolio Management, Investment Banking, Trading Systems, FINRA, Financial Analysis, Series 24, Hedge Funds, Proprietary Trading, Financial Services, Fixed Income, Investment Advisory, Account Sales Strategies, Derivatives, Options, IPO, ETFs, Bonds, Investment Strategies, Hedging, Structured Products, Prime Brokerage, Stock Trading, Institutional Sales, Equity Derivatives, Asset Management, Emerging Markets
Education
University of Alabama 1991 — 1995
Bachelor of Science, Commerce Business and Administration
Thomasville High School
Triad Securities March 2015 - Present
Merriman Capital, Inc. May 2010 - October 2011
WJB Capital Group, Inc. November 2008 - May 2010
A.G. Edwards & Sons, Inc. April 2000 - December 2007
J.C. Bradford & Co. February 1996 - April 2000
Skills
Equity Trading, Event Management, Trading, Analysis, Series 7, Series 63, Equities, Bloomberg, Securities, Investments, Investor Relations, Equity Research, New Business Development, Institutional, Mutual Funds, Research, Capital Markets, Equity Valuation, Private Equity, Asset Allocation, Valuation, Financial Markets, Alternative Investments, Electronic Trading, Portfolio Management, Investment Banking, Trading Systems, FINRA, Financial Analysis, Series 24, Hedge Funds, Proprietary Trading, Financial Services, Fixed Income, Investment Advisory, Account Sales Strategies, Derivatives, Options, IPO, ETFs, Bonds, Investment Strategies, Hedging, Structured Products, Prime Brokerage, Stock Trading, Institutional Sales, Equity Derivatives, Asset Management, Emerging Markets
Education
University of Alabama 1991 — 1995
Bachelor of Science, Commerce Business and Administration
Thomasville High School
Mark Sithi's A.G. Edwards & Sons, Inc. Experience October 2003 - April 2005
Job Principal at Triage Consulting Group
Industry Hospital & Health Care
Experience
Triage Consulting Group July 2015 - Present
Triage Consulting Group September 2014 - June 2015
Triage Consulting Group August 2010 - August 2014
MarkSithi DJ Entertainment April 2006 - December 2010
Triage Consulting Group April 2010 - August 2010
Triage Consulting Group May 2007 - March 2010
Triage Consulting Group January 2008 - August 2009
Triage Consulting Group August 2005 - May 2007
A.G. Edwards & Sons, Inc. October 2003 - April 2005
J.D. Power and Associates June 2002 - July 2003
Skills
Entrepreneurship, Corporate Social..., Healthcare, College Recruiting, Data Analysis, Financial Modeling, Financial Analysis, Healthcare Consulting, Business Strategy, Competitive Analysis, Access, Market Research, Project Management, Cross-functional Team..., Strategic Planning, Research, Process Improvement, Analytics, Healthcare Information..., Business Development, Consulting, PowerPoint, Microsoft Excel, DJ, Interviews, Healthcare Reimbursement, US Healthcare, Management, Program Management, Revenue Cycle, Marketing, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Cum laude
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics, Cum laude
Triage Consulting Group July 2015 - Present
Triage Consulting Group September 2014 - June 2015
Triage Consulting Group August 2010 - August 2014
MarkSithi DJ Entertainment April 2006 - December 2010
Triage Consulting Group April 2010 - August 2010
Triage Consulting Group May 2007 - March 2010
Triage Consulting Group January 2008 - August 2009
Triage Consulting Group August 2005 - May 2007
A.G. Edwards & Sons, Inc. October 2003 - April 2005
J.D. Power and Associates June 2002 - July 2003
Skills
Entrepreneurship, Corporate Social..., Healthcare, College Recruiting, Data Analysis, Financial Modeling, Financial Analysis, Healthcare Consulting, Business Strategy, Competitive Analysis, Access, Market Research, Project Management, Cross-functional Team..., Strategic Planning, Research, Process Improvement, Analytics, Healthcare Information..., Business Development, Consulting, PowerPoint, Microsoft Excel, DJ, Interviews, Healthcare Reimbursement, US Healthcare, Management, Program Management, Revenue Cycle, Marketing, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Cum laude
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics, Cum laude
Bijoy George's A.G. Edwards & Sons, Inc. Experience 2006 - December 2007
Job Director Enterprise Informatics and Portfolio Management at Washington University School of Medicine
Industry Information Technology and Services
Experience
Washington University School of Medicine June 2014 - Present
Washington University School of Medicine October 2011 - June 2014
Washington University School of Medicine August 2008 - October 2011
Wachovia Securities January 2008 - August 2008
A.G. Edwards & Sons, Inc. 2006 - December 2007
Maritz 2004 - 2006
AT&T 2002 - 2004
Enterprise Rent-A-Car 1994 - 2001
Allied Informatics Inc 1993 - 1994
Infosys 1991 - 1993
Skills
Program Management, PMP, Software Development, Quality Assurance, Management, Project Planning, Leadership, SDLC, Agile Methodologies, Process Improvement, PMO, Business Analysis, Team Leadership, Visio, Business Intelligence, Telecommunications, Team Building, Vendor Management, Biomedical Informatics, Change Management, Strategic Planning, Project Portfolio..., Clinical Research, Medical Informatics, IRB, System Design, Training & Development, Vision Development, Product Development, Application Development, Business Management, MS Project, Healthcare, Data Analysis, Problem Solving, Research, HIPAA, Clinical Trials, Big Data, ITIL Process
Education
Washington University in St. Louis - Olin Business School 2001 — 2004
MBA, Finance and Management
University of Kerala 1987 — 1991
B.S., Engineering
Washington University School of Medicine June 2014 - Present
Washington University School of Medicine October 2011 - June 2014
Washington University School of Medicine August 2008 - October 2011
Wachovia Securities January 2008 - August 2008
A.G. Edwards & Sons, Inc. 2006 - December 2007
Maritz 2004 - 2006
AT&T 2002 - 2004
Enterprise Rent-A-Car 1994 - 2001
Allied Informatics Inc 1993 - 1994
Infosys 1991 - 1993
Skills
Program Management, PMP, Software Development, Quality Assurance, Management, Project Planning, Leadership, SDLC, Agile Methodologies, Process Improvement, PMO, Business Analysis, Team Leadership, Visio, Business Intelligence, Telecommunications, Team Building, Vendor Management, Biomedical Informatics, Change Management, Strategic Planning, Project Portfolio..., Clinical Research, Medical Informatics, IRB, System Design, Training & Development, Vision Development, Product Development, Application Development, Business Management, MS Project, Healthcare, Data Analysis, Problem Solving, Research, HIPAA, Clinical Trials, Big Data, ITIL Process
Education
Washington University in St. Louis - Olin Business School 2001 — 2004
MBA, Finance and Management
University of Kerala 1987 — 1991
B.S., Engineering
Matt Gropp's A.G. Edwards & Sons, Inc. Experience 2004 - 2004
Job Principal at Blue Hall Capital, LLC
Industry Financial Services
Experience
Blue Hall Capital, LLC September 2013 - Present
Aviva, Inc December 2012 - September 2013
OmniWealth, Ltd. August 2008 - December 2012
Clayton Fixed Income Services July 2004 - August 2008
The Murrayhill Company July 2004 - August 2008
A.G. Edwards & Sons, Inc. 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Asset Managment, Securities, Due Diligence, Credit, Credit Risk, Equities, Fixed Income, Credit Analysis, Analysis, Data Analysis, Finance, Financial Reporting, Hedge Funds, Investments, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science in Business Admistration, Finance
Blue Hall Capital, LLC September 2013 - Present
Aviva, Inc December 2012 - September 2013
OmniWealth, Ltd. August 2008 - December 2012
Clayton Fixed Income Services July 2004 - August 2008
The Murrayhill Company July 2004 - August 2008
A.G. Edwards & Sons, Inc. 2004 - 2004
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Asset Managment, Securities, Due Diligence, Credit, Credit Risk, Equities, Fixed Income, Credit Analysis, Analysis, Data Analysis, Finance, Financial Reporting, Hedge Funds, Investments, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science in Business Admistration, Finance
Christy (Xin) Wu's A.G. Edwards & Sons, Inc. Experience October 2003 - January 2004
Job Senior Operations Associate at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management December 2012 - Present
Wetherby Asset Management April 2009 - November 2012
Wetherby Asset Management November 2004 - April 2009
A.G. Edwards & Sons, Inc. October 2003 - January 2004
Skills
Investment Management, Asset Allocation, Portfolio Management, Equity Research, Qualitative Research, Financial Analysis, Bloomberg, Financial Markets, Equities, Mutual Funds, Impact Investing, Operations Management, Financial Reporting, Financial Accounting, Financial Services, Finance, Fixed Income
Education
University of California, Berkeley 2001 — 2004
Bachelor of Arts (B.A.), Political Economy
James Logan High School
Wetherby Asset Management December 2012 - Present
Wetherby Asset Management April 2009 - November 2012
Wetherby Asset Management November 2004 - April 2009
A.G. Edwards & Sons, Inc. October 2003 - January 2004
Skills
Investment Management, Asset Allocation, Portfolio Management, Equity Research, Qualitative Research, Financial Analysis, Bloomberg, Financial Markets, Equities, Mutual Funds, Impact Investing, Operations Management, Financial Reporting, Financial Accounting, Financial Services, Finance, Fixed Income
Education
University of California, Berkeley 2001 — 2004
Bachelor of Arts (B.A.), Political Economy
James Logan High School
Roy Badget's A.G. Edwards & Sons, Inc. Experience February 2004 - December 2007
Job Desktop Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors February 2004 - Present
Wachovia December 2007 - December 2009
A.G. Edwards & Sons, Inc. February 2004 - December 2007
Education
University of Florida 1995 — 1998
Wells Fargo Advisors February 2004 - Present
Wachovia December 2007 - December 2009
A.G. Edwards & Sons, Inc. February 2004 - December 2007
Education
University of Florida 1995 — 1998
Bill Finley's A.G. Edwards & Sons, Inc. Experience 2000 - 2007
Job Systems Architect at Citrix
Industry Financial Services
Experience
Citrix October 2014 - Present
Wells Fargo April 2000 - September 2014
A.G. Edwards & Sons, Inc. 2000 - 2007
Education Abroad Program UCSB June 1992 - March 2000
Skills
Xen, App-V, Microsoft SQL Server, SQL, OOP, ThinApp, VMware Administrator, OO Development, Vendor Management, Software Documentation, Citrix, Data Center, Servers, Windows Server, Group Policy, Network Administration, VMware ESX, Operating Systems, Disaster Recovery, System Administration, Active Directory, SharePoint, VMware, Virtualization, Visio
Education
University of California, Santa Barbara 1984 — 2004
Bachelor's Degree, Anthropology - Cultural
Citrix October 2014 - Present
Wells Fargo April 2000 - September 2014
A.G. Edwards & Sons, Inc. 2000 - 2007
Education Abroad Program UCSB June 1992 - March 2000
Skills
Xen, App-V, Microsoft SQL Server, SQL, OOP, ThinApp, VMware Administrator, OO Development, Vendor Management, Software Documentation, Citrix, Data Center, Servers, Windows Server, Group Policy, Network Administration, VMware ESX, Operating Systems, Disaster Recovery, System Administration, Active Directory, SharePoint, VMware, Virtualization, Visio
Education
University of California, Santa Barbara 1984 — 2004
Bachelor's Degree, Anthropology - Cultural
Aaron C. Nauman's A.G. Edwards & Sons, Inc. Experience September 2006 - August 2007
Job Operational Risk Manager BETA Technology at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
City of Glendale, MO April 2012 - Present
Thomson Reuters February 2013 - August 2014
Thomson Reuters September 2008 - August 2014
Reuters America September 2007 - September 2008
A.G. Edwards & Sons, Inc. September 2006 - August 2007
Reuters America April 1996 - September 2006
Skills
Business Analysis, Software Development, Process Improvement, Market Data, Analysis, Management, Fixed Income, Enterprise Software, SDLC, Agile Methodologies, Software Project..., Requirements Gathering, Enterprise Architecture, Vendor Management, Requirements Analysis, Equities, Derivatives, Strategic Planning, Program Management, Strategy
Education
Webster University 2001 — 2003
Master of Arts, Information Technology Management
University of Missouri-Saint Louis 2000 — 2001
Chancellor's Certificate, Business Applications
Truman State University 1989 — 1993
Bachelor of Arts, History
Wells Fargo Advisors August 2014 - Present
City of Glendale, MO April 2012 - Present
Thomson Reuters February 2013 - August 2014
Thomson Reuters September 2008 - August 2014
Reuters America September 2007 - September 2008
A.G. Edwards & Sons, Inc. September 2006 - August 2007
Reuters America April 1996 - September 2006
Skills
Business Analysis, Software Development, Process Improvement, Market Data, Analysis, Management, Fixed Income, Enterprise Software, SDLC, Agile Methodologies, Software Project..., Requirements Gathering, Enterprise Architecture, Vendor Management, Requirements Analysis, Equities, Derivatives, Strategic Planning, Program Management, Strategy
Education
Webster University 2001 — 2003
Master of Arts, Information Technology Management
University of Missouri-Saint Louis 2000 — 2001
Chancellor's Certificate, Business Applications
Truman State University 1989 — 1993
Bachelor of Arts, History
Douglas Temple's A.G. Edwards & Sons, Inc. Experience November 1994 - November 1996
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
JCHTCO LLC December 2000 - Present
JCH Trading Company November 1996 - December 2000
A.G. Edwards & Sons, Inc. November 1994 - November 1996
Peters and Company July 1990 - July 1991
Arbor Research and Trading July 1989 - July 1991
Continental Illinois Corporation Financial Futures August 1984 - August 1987
Staley Commodities International, Inc July 1980 - June 1984
Education
University of California, Davis 1968 — 1978
JCHTCO LLC December 2000 - Present
JCH Trading Company November 1996 - December 2000
A.G. Edwards & Sons, Inc. November 1994 - November 1996
Peters and Company July 1990 - July 1991
Arbor Research and Trading July 1989 - July 1991
Continental Illinois Corporation Financial Futures August 1984 - August 1987
Staley Commodities International, Inc July 1980 - June 1984
Education
University of California, Davis 1968 — 1978
Randy Koontz's A.G. Edwards & Sons, Inc. Experience June 1990 - March 2002
Job Wealth Management Specialist, First Vice President, Investments
Industry Investment Management
Experience
Pinnacle Wealth Management of Raymond James August 2006 - Present
Hope Cancer Resources January 2010 - December 2012
Morgan Stanley Wealth Management March 2002 - August 2006
A.G. Edwards & Sons, Inc. June 1990 - March 2002
Skills
Investments, Wealth Management, Retirement, Finance, Retirement Planning, Financial Advisory, Portfolio Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Uniform Combined State..., Series 9/10, Insurance, Wealth Preservation..., 401k Rollovers, Trust Services
Education
University of Arkansas at Fayetteville 1985 — 1988
Finance, General
University of Central Arkansas 1984 — 1985
Charleston High School 1980 — 1984
High School Diploma, Football
Pinnacle Wealth Management of Raymond James August 2006 - Present
Hope Cancer Resources January 2010 - December 2012
Morgan Stanley Wealth Management March 2002 - August 2006
A.G. Edwards & Sons, Inc. June 1990 - March 2002
Skills
Investments, Wealth Management, Retirement, Finance, Retirement Planning, Financial Advisory, Portfolio Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Uniform Combined State..., Series 9/10, Insurance, Wealth Preservation..., 401k Rollovers, Trust Services
Education
University of Arkansas at Fayetteville 1985 — 1988
Finance, General
University of Central Arkansas 1984 — 1985
Charleston High School 1980 — 1984
High School Diploma, Football
Jeff Randall's A.G. Edwards & Sons, Inc. Experience August 2004 - November 2007
Job Vice President, Asset Management at Pebblebrook Hotel Trust
Industry Real Estate
Experience
Pebblebrook Hotel Trust December 2010 - Present
Black Creek Group January 2008 - December 2010
A.G. Edwards & Sons, Inc. August 2004 - November 2007
JMP Securities, LLC January 2002 - June 2004
Deloitte & Touche LLP 2001 - 2001
Duff & Phelps 1999 - 2001
Arthur Andersen 1989 - 1992
Education
University of Southern California 1996 — 1998
MBA, Finance
University of Colorado Boulder 1985 — 1989
BS, Accounting, Economics
Pebblebrook Hotel Trust December 2010 - Present
Black Creek Group January 2008 - December 2010
A.G. Edwards & Sons, Inc. August 2004 - November 2007
JMP Securities, LLC January 2002 - June 2004
Deloitte & Touche LLP 2001 - 2001
Duff & Phelps 1999 - 2001
Arthur Andersen 1989 - 1992
Education
University of Southern California 1996 — 1998
MBA, Finance
University of Colorado Boulder 1985 — 1989
BS, Accounting, Economics
Patrick O'Neil, MBA's A.G. Edwards & Sons, Inc. Experience January 2004 - November 2005
Job Business Analyst with the Global Information and Analysis(GIA) unit at Citi
Industry Management Consulting
Experience
Citi March 2015 - Present
Tampa Rentals, Inc. 2009 - Present
Global Resources, LLC 2014 - 2015
Tampa Bay Regional Planning Council 2005 - 2014
A.G. Edwards & Sons, Inc. January 2004 - November 2005
Info Imaging Solutions 2002 - 2004
NCS- Pearson 2001 - 2002
Education
University of South Florida - College of Business Administration 2003 — 2005
Master of Business Administration (M.B.A.)
College of Financial Planning
Accredited Asset Management Specialist (AAMS)
University of Central Florida 1998 — 2002
Bachelor's Degree, Management Information Systems (MIS)
Citi March 2015 - Present
Tampa Rentals, Inc. 2009 - Present
Global Resources, LLC 2014 - 2015
Tampa Bay Regional Planning Council 2005 - 2014
A.G. Edwards & Sons, Inc. January 2004 - November 2005
Info Imaging Solutions 2002 - 2004
NCS- Pearson 2001 - 2002
Education
University of South Florida - College of Business Administration 2003 — 2005
Master of Business Administration (M.B.A.)
College of Financial Planning
Accredited Asset Management Specialist (AAMS)
University of Central Florida 1998 — 2002
Bachelor's Degree, Management Information Systems (MIS)
William Hammond, CFA's A.G. Edwards & Sons, Inc. Experience March 2001 - April 2002
Job Salesman, Analyst, Entreprenuer
Industry Financial Services
Experience
Castaway Ltd January 2010 - Present
Citibank April 2011 - August 2012
Sberbank CIB April 2010 - August 2010
Deutsche Bank March 2008 - April 2010
Deutsche Bank June 2004 - March 2008
Deutsche Bank March 2003 - March 2004
Thomas Weisel Partners May 2002 - March 2003
A.G. Edwards & Sons, Inc. March 2001 - April 2002
MetLife July 1999 - September 2000
RBC 2000 - 2000
Skills
Equities, Valuation, Research, Capital Markets, Investment Banking, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Business Strategy, Financial Structuring, Bloomberg, Emerging Markets, Hedge Funds, FX Options, Structured Products, Credit Derivatives, Interest Rate..., Financial Risk, Options, Swaps, Equity Trading, Bonds, Trading Systems, Electronic Trading, Equity Derivatives, Commodity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Corporate Accounting, GPA: 3.6 on 4.0 scale
University of Alabama at Birmingham 1990 — 1995
Bachelor of Applied Science (BASc), Mechanical Engineering
Castaway Ltd January 2010 - Present
Citibank April 2011 - August 2012
Sberbank CIB April 2010 - August 2010
Deutsche Bank March 2008 - April 2010
Deutsche Bank June 2004 - March 2008
Deutsche Bank March 2003 - March 2004
Thomas Weisel Partners May 2002 - March 2003
A.G. Edwards & Sons, Inc. March 2001 - April 2002
MetLife July 1999 - September 2000
RBC 2000 - 2000
Skills
Equities, Valuation, Research, Capital Markets, Investment Banking, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Business Strategy, Financial Structuring, Bloomberg, Emerging Markets, Hedge Funds, FX Options, Structured Products, Credit Derivatives, Interest Rate..., Financial Risk, Options, Swaps, Equity Trading, Bonds, Trading Systems, Electronic Trading, Equity Derivatives, Commodity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Corporate Accounting, GPA: 3.6 on 4.0 scale
University of Alabama at Birmingham 1990 — 1995
Bachelor of Applied Science (BASc), Mechanical Engineering
Gina Dickerson's A.G. Edwards & Sons, Inc. Experience 2008 - 2009
Job AVP, Branch Transition Specialist at Financial Firm in St. Louis
Industry Financial Services
Experience
Financial Firm in St. Louis June 2009 - Present
GMD Investments, LLC July 2005 - Present
A.G. Edwards & Sons, Inc. 2008 - 2009
American Express July 2004 - July 2005
American Express Business Travel April 1990 - July 2004
Skills
Call Center, Project Management, Leadership, Real Estate, Process Improvement, Vendor Management, Strategic Planning, Customer Service, Budgets, Account Management, Forecasting, Contract Negotiation, Strategy, Management
Education
Dale Carnegie St. Louis
University of Missouri-Columbia
Financial Firm in St. Louis June 2009 - Present
GMD Investments, LLC July 2005 - Present
A.G. Edwards & Sons, Inc. 2008 - 2009
American Express July 2004 - July 2005
American Express Business Travel April 1990 - July 2004
Skills
Call Center, Project Management, Leadership, Real Estate, Process Improvement, Vendor Management, Strategic Planning, Customer Service, Budgets, Account Management, Forecasting, Contract Negotiation, Strategy, Management
Education
Dale Carnegie St. Louis
University of Missouri-Columbia
Sean P. Smith, CFA's A.G. Edwards & Sons, Inc. Experience 2001 - 2002
Job Investment Manager & Shareholder at Accredited Investors, Inc.
Industry Investment Management
Experience
Accredited Investors, Inc. 2009 - Present
Climate Generation: A Will Steger Legacy 2014 - Present
Zacks Investment Research 2006 - 2009
Stifel Nicolaus 2002 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2002
Stifel Nicolaus 2000 - 2001
Education
University of Missouri-Columbia 1995 — 1999
BS - Business Administration, Finance & Banking
St. Louis University High 1991 — 1995
Accredited Investors, Inc. 2009 - Present
Climate Generation: A Will Steger Legacy 2014 - Present
Zacks Investment Research 2006 - 2009
Stifel Nicolaus 2002 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2002
Stifel Nicolaus 2000 - 2001
Education
University of Missouri-Columbia 1995 — 1999
BS - Business Administration, Finance & Banking
St. Louis University High 1991 — 1995
Gerry McMenamy's A.G. Edwards & Sons, Inc. Experience July 1999 - July 2000
Job Data Center Engineer at Centene Corporation
Industry Computer Networking
Experience
Centene Corporation April 2012 - Present
CSC - Computer Sciences Corporation January 2011 - April 2012
AG Edwards, Wachovia, Wells Fargo July 2000 - August 2009
AG Edwards and Sons 1999 - 2009
AG Edwards 1999 - 2009
A.G. Edwards & Sons, Inc. July 1999 - July 2000
GTE/Verizon November 1995 - July 1999
TEL-VI May 1994 - August 1995
ROLM January 1986 - May 1994
Siemens Business Communications 1986 - 1994
Skills
Data Center, Troubleshooting, Documentation, Microsoft Office, Problem Solving, Supervisory Skills
Education
University of Central Missouri 1976 — 1977
none, General
University of Missouri-Saint Louis 1975 — 1975
General Studies
BICSI Buiding Industry Consulting Service Inc.
Fiber and Copper cable design: Inside and Outside plant
Centene Corporation April 2012 - Present
CSC - Computer Sciences Corporation January 2011 - April 2012
AG Edwards, Wachovia, Wells Fargo July 2000 - August 2009
AG Edwards and Sons 1999 - 2009
AG Edwards 1999 - 2009
A.G. Edwards & Sons, Inc. July 1999 - July 2000
GTE/Verizon November 1995 - July 1999
TEL-VI May 1994 - August 1995
ROLM January 1986 - May 1994
Siemens Business Communications 1986 - 1994
Skills
Data Center, Troubleshooting, Documentation, Microsoft Office, Problem Solving, Supervisory Skills
Education
University of Central Missouri 1976 — 1977
none, General
University of Missouri-Saint Louis 1975 — 1975
General Studies
BICSI Buiding Industry Consulting Service Inc.
Fiber and Copper cable design: Inside and Outside plant
Don Bemis's A.G. Edwards & Sons, Inc. Experience 1991 - 2009
Job Sr. Managing Director, Edward Jones
Industry Facilities Services
Experience
Edward Jones August 2008 - Present
Edward Jones 2008 - Present
A.G. Edwards & Sons, Inc. 1991 - 2009
Education
University of Michigan 1961 — 1963
Edward Jones August 2008 - Present
Edward Jones 2008 - Present
A.G. Edwards & Sons, Inc. 1991 - 2009
Education
University of Michigan 1961 — 1963
Tyler Blair's A.G. Edwards & Sons, Inc. Experience April 2007 - June 2007
Job Controller / Vice President of Accounting and FP&A at Yellow Rocket Concepts
Industry Accounting
Experience
Yellow Rocket Concepts May 2015 - Present
Arkansas Heart Hospital June 2014 - May 2015
Arkansas Heart Hospital February 2013 - June 2014
Arkansas Heart Hospital July 2012 - February 2013
FROST, PLLC May 2012 - July 2012
FROST, PLLC September 2010 - April 2012
Wal-Mart July 2007 - December 2007
A.G. Edwards & Sons, Inc. April 2007 - June 2007
Education
University of Arkansas 2008 — 2009
M.B.A.
University of Arkansas 2003 — 2007
B.S.B.A, Financial Management / Investments, Organizational Leadership
Yellow Rocket Concepts May 2015 - Present
Arkansas Heart Hospital June 2014 - May 2015
Arkansas Heart Hospital February 2013 - June 2014
Arkansas Heart Hospital July 2012 - February 2013
FROST, PLLC May 2012 - July 2012
FROST, PLLC September 2010 - April 2012
Wal-Mart July 2007 - December 2007
A.G. Edwards & Sons, Inc. April 2007 - June 2007
Education
University of Arkansas 2008 — 2009
M.B.A.
University of Arkansas 2003 — 2007
B.S.B.A, Financial Management / Investments, Organizational Leadership
Derrick Lewis's A.G. Edwards & Sons, Inc. Experience May 2002 - November 2004
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymong James & Associates November 2004 - Present
A.G. Edwards & Sons, Inc. May 2002 - November 2004
A.G. Edwards & Sons, Inc. May 1999 - May 2002
Education
University of Georgia - Terry College of Business 2000 — 2002
Bachelor of Business Administration (BBA), Finance
Raymong James & Associates November 2004 - Present
A.G. Edwards & Sons, Inc. May 2002 - November 2004
A.G. Edwards & Sons, Inc. May 1999 - May 2002
Education
University of Georgia - Terry College of Business 2000 — 2002
Bachelor of Business Administration (BBA), Finance
Susan Canada's A.G. Edwards & Sons, Inc. Experience 2000 - 2008
Job Writer/Editor at Lutheran Church Extension Fund
Industry Financial Services
Experience
Lutheran Church Extension Fund March 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - 2008
Suburban Journals-St. Louis 1994 - 1998
Education
University of Evansville 1985 — 1989
Lutheran Church Extension Fund March 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - 2008
Suburban Journals-St. Louis 1994 - 1998
Education
University of Evansville 1985 — 1989
Bret Davis's A.G. Edwards & Sons, Inc. Experience July 2000 - April 2006
Job IT Support Specialist
Industry Information Technology and Services
Experience
Centene Corporation Operations SpecialistWachovia Securities, LLCSeptember 2008 - March 2009
Wachovia Securities, LLC April 2006 - September 2008
A.G. Edwards & Sons, Inc. July 2000 - April 2006
A.G. Edwards & Sons, Inc April 1997 - July 2000
A.G. Edwards & Sons, Inc. August 1994 - April 1997
GTE Data Services 1990 - 1993
Contel 1987 - 1990
Contel 1984 - 1987
Skills
Software Documentation, Change Management, Testing, Vendor Management, Management, ITIL, Data Center, Unix, Analysis, Databases, Servers, Technical Support
Education
University of Missouri-Columbia 1978 — 1983
BA, Economics
Centene Corporation Operations SpecialistWachovia Securities, LLCSeptember 2008 - March 2009
Wachovia Securities, LLC April 2006 - September 2008
A.G. Edwards & Sons, Inc. July 2000 - April 2006
A.G. Edwards & Sons, Inc April 1997 - July 2000
A.G. Edwards & Sons, Inc. August 1994 - April 1997
GTE Data Services 1990 - 1993
Contel 1987 - 1990
Contel 1984 - 1987
Skills
Software Documentation, Change Management, Testing, Vendor Management, Management, ITIL, Data Center, Unix, Analysis, Databases, Servers, Technical Support
Education
University of Missouri-Columbia 1978 — 1983
BA, Economics
Christine Stout's A.G. Edwards & Sons, Inc. Experience July 2005 - June 2007
Job Master Scheduler at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins February 2008 - Present
Rockwell Collins October 2007 - February 2008
A.G. Edwards & Sons, Inc. July 2005 - June 2007
Education
University of California, Los Angeles 1995 — 2005
BA, Anthropology
Rockwell Collins February 2008 - Present
Rockwell Collins October 2007 - February 2008
A.G. Edwards & Sons, Inc. July 2005 - June 2007
Education
University of California, Los Angeles 1995 — 2005
BA, Anthropology
Richard Payton's A.G. Edwards & Sons, Inc. Experience August 1990 - April 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Morgan Stanley April 2000 - July 2013
A.G. Edwards & Sons, Inc. August 1990 - April 2000
Skills
Finance, Insurance, Asset Allocation, Fixed Annuities, Bonds, ETFs, Mutual Funds, Stocks, Annuities
Education
University of Arkansas
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC July 2013 - Present
Morgan Stanley April 2000 - July 2013
A.G. Edwards & Sons, Inc. August 1990 - April 2000
Skills
Finance, Insurance, Asset Allocation, Fixed Annuities, Bonds, ETFs, Mutual Funds, Stocks, Annuities
Education
University of Arkansas
Bachelor of Arts (B.A.)
Adam Lubas's A.G. Edwards & Sons, Inc. Experience January 2003 - April 2004
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street September 2014 - Present
State Street Bank January 2005 - Present
A.G. Edwards & Sons, Inc. January 2003 - April 2004
IKON Document Services July 2000 - January 2003
Foxwoods Resort Casino May 1997 - July 2000
Skills
Financial Analysis, Mutual Funds
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, HTRA - Management & Marketing
State Street September 2014 - Present
State Street Bank January 2005 - Present
A.G. Edwards & Sons, Inc. January 2003 - April 2004
IKON Document Services July 2000 - January 2003
Foxwoods Resort Casino May 1997 - July 2000
Skills
Financial Analysis, Mutual Funds
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, HTRA - Management & Marketing
Bob Betz, CFA's A.G. Edwards & Sons, Inc. Experience June 2002 - August 2006
Job Sales and Market Finance Manager at Royal Canin
Industry Consumer Goods
Experience
Royal Canin January 2014 - Present
Anheuser-Busch January 2012 - December 2013
Anheuser-Busch March 2010 - February 2012
Anheuser-Busch August 2006 - March 2010
A.G. Edwards & Sons, Inc. June 2002 - August 2006
Goldman Sachs June 2001 - August 2001
Skills
Financial Modeling, Valuation, Business Development, Project Management, Negotiation, Marketing, Financial Structuring, Chartered Financial..., Financial Analysis, Due Diligence, Forecasting, Process Improvement, Mergers, Analysis, Competitive Analysis, Brand Management, Acquisition Integration, Strategy, Mergers & Acquisitions, Cross-functional Team..., Finance, Management, Strategic Planning
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Business
Truman State University 1998 — 2002
B.S., Business - Finance
Royal Canin January 2014 - Present
Anheuser-Busch January 2012 - December 2013
Anheuser-Busch March 2010 - February 2012
Anheuser-Busch August 2006 - March 2010
A.G. Edwards & Sons, Inc. June 2002 - August 2006
Goldman Sachs June 2001 - August 2001
Skills
Financial Modeling, Valuation, Business Development, Project Management, Negotiation, Marketing, Financial Structuring, Chartered Financial..., Financial Analysis, Due Diligence, Forecasting, Process Improvement, Mergers, Analysis, Competitive Analysis, Brand Management, Acquisition Integration, Strategy, Mergers & Acquisitions, Cross-functional Team..., Finance, Management, Strategic Planning
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Business
Truman State University 1998 — 2002
B.S., Business - Finance
Chuck Whitney's A.G. Edwards & Sons, Inc. Experience January 2000 - August 2007
Job Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
UBS April 2013 - Present
Morgan Stanley Wealth Management August 2007 - March 2013
A.G. Edwards & Sons, Inc. January 2000 - August 2007
The Bears Club May 1998 - December 2000
Merrill Lynch May 1997 - May 1998
Education
University of Alabama 1992 — 1997
BS, Corporate Finance - Concentration in Investment Management Minored in Economics and Computer Science
Marty Burggraf's A.G. Edwards & Sons, Inc. Experience 1984 - 1997
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
JHS Capital Advisors November 2010 - September 2011
Sequoyah 1st Discount January 1997 - October 2010
Owner OZARK PHOTOWORKSHOPS 2000 - 2002
A.G. Edwards & Sons, Inc. 1984 - 1997
Skills
Investments, Finance, Insurance, Risk Management, Retirement Planning, Financial Analysis, IRAs, Valuation, Mutual Funds, Retirement, Securities, Fixed Annuities, Strategic Planning, Analysis, Financial Reporting
Education
University of Arkansas
University of Arkansas at Fayetteville
business/nursing
Wells Fargo Advisors, LLC November 2012 - Present
JHS Capital Advisors November 2010 - September 2011
Sequoyah 1st Discount January 1997 - October 2010
Owner OZARK PHOTOWORKSHOPS 2000 - 2002
A.G. Edwards & Sons, Inc. 1984 - 1997
Skills
Investments, Finance, Insurance, Risk Management, Retirement Planning, Financial Analysis, IRAs, Valuation, Mutual Funds, Retirement, Securities, Fixed Annuities, Strategic Planning, Analysis, Financial Reporting
Education
University of Arkansas
University of Arkansas at Fayetteville
business/nursing
Brad Schmitt, AAMS's A.G. Edwards & Sons, Inc. Experience February 2004 - June 2006
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2006 - Present
A.G. Edwards & Sons, Inc. February 2004 - June 2006
Education
University of Florida 2000 — 2004
Bachelors, Finance
Wells Fargo Advisors, LLC June 2006 - Present
A.G. Edwards & Sons, Inc. February 2004 - June 2006
Education
University of Florida 2000 — 2004
Bachelors, Finance
April Leonard's A.G. Edwards & Sons, Inc. Experience July 1996 - December 1997
Job Student at University of Arkansas at Little Rock
Industry Newspapers
Experience
PricewaterhouseCoopers February 2006 - September 2007
CA July 2001 - February 2006
Medical Office Management Systems, Inc. January 1998 - July 2001
A.G. Edwards & Sons, Inc. July 1996 - December 1997
Education
University of Arkansas at Little Rock 2008 — 2010
University of Arkansas 1992 — 1996
B.A., English
PricewaterhouseCoopers February 2006 - September 2007
CA July 2001 - February 2006
Medical Office Management Systems, Inc. January 1998 - July 2001
A.G. Edwards & Sons, Inc. July 1996 - December 1997
Education
University of Arkansas at Little Rock 2008 — 2010
University of Arkansas 1992 — 1996
B.A., English
Shawn R. Salta's A.G. Edwards & Sons, Inc. Experience May 2000 - January 2002
Job Vice President at DirectMail.com
Industry Marketing and Advertising
Experience
DirectMail.com September 2008 - Present
DirectMail.com June 2005 - August 2008
DM Group January 2002 - May 2005
A.G. Edwards & Sons, Inc. May 2000 - January 2002
Skills
Direct Marketing, Direct Mail, Business Development, Project Management, Marketing Strategy, Marketing, Email Marketing, Online Advertising, Digital Marketing, Marketing Management, Sales, Advertising, Lead Generation, Marketing Communications, Social Media Marketing, Database Marketing, New Business Development, Integrated Marketing, B2B, Account Management, Segmentation, Trade Shows, Analytics, Customer Retention, CRM, Customer Acquisition, Multi-channel Marketing, Strategic Planning, B2B Marketing, Program Management
Education
Interactive Marketing Institute, VCU 2005 — 2006
Certified Direct Marketer, Marketing
University of Delaware
Bachelor of Science, Economics
DirectMail.com September 2008 - Present
DirectMail.com June 2005 - August 2008
DM Group January 2002 - May 2005
A.G. Edwards & Sons, Inc. May 2000 - January 2002
Skills
Direct Marketing, Direct Mail, Business Development, Project Management, Marketing Strategy, Marketing, Email Marketing, Online Advertising, Digital Marketing, Marketing Management, Sales, Advertising, Lead Generation, Marketing Communications, Social Media Marketing, Database Marketing, New Business Development, Integrated Marketing, B2B, Account Management, Segmentation, Trade Shows, Analytics, Customer Retention, CRM, Customer Acquisition, Multi-channel Marketing, Strategic Planning, B2B Marketing, Program Management
Education
Interactive Marketing Institute, VCU 2005 — 2006
Certified Direct Marketer, Marketing
University of Delaware
Bachelor of Science, Economics
Erin Fox's A.G. Edwards & Sons, Inc. Experience September 2005 - May 2007
Job Project Administrator
Industry Architecture & Planning
Experience
Boeing August 2015 - Present
Interior Investments September 2012 - August 2015
Interiors Unlimited May 2007 - September 2012
A.G. Edwards & Sons, Inc. September 2005 - May 2007
Nolan Office Interiors May 2004 - September 2005
Skills
Photoshop, Furniture, Sustainable Design, Space-planning, AutoCAD, Interior Design, Layout, Design Research, Submittals, Adobe Creative Suite, Architectural Design, AutoCAD Architecture, Architectural Drawings, CAD, Comprehensive Planning, Concept Design, Drawing, Furnishings, Graphic Design, Interior Architecture, Rendering, Sketching, Space planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science, Environmental Design
Boeing August 2015 - Present
Interior Investments September 2012 - August 2015
Interiors Unlimited May 2007 - September 2012
A.G. Edwards & Sons, Inc. September 2005 - May 2007
Nolan Office Interiors May 2004 - September 2005
Skills
Photoshop, Furniture, Sustainable Design, Space-planning, AutoCAD, Interior Design, Layout, Design Research, Submittals, Adobe Creative Suite, Architectural Design, AutoCAD Architecture, Architectural Drawings, CAD, Comprehensive Planning, Concept Design, Drawing, Furnishings, Graphic Design, Interior Architecture, Rendering, Sketching, Space planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science, Environmental Design
Art Havener's A.G. Edwards & Sons, Inc. Experience 1988 - 2007
Job Principal Stampede Capital LLC
Industry Capital Markets
Experience
Sovran Self Storage January 2015 - Present
Stampede Capital LLC 2007 - Present
Boardwalk REIT 2007 - Present
Guidepoint Global Advisors 2007 - Present
Sunset Hills, MO. April 2012 - 2014
A.G. Edwards & Sons, Inc. 1988 - 2007
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Real Estate, Strategy, Financial Modeling, Investor Relations, Asset Management, Equity Research, Contract Negotiation, Strategic Planning, Asset Managment
Education
University of Missouri-Columbia 1984 — 1989
Sovran Self Storage January 2015 - Present
Stampede Capital LLC 2007 - Present
Boardwalk REIT 2007 - Present
Guidepoint Global Advisors 2007 - Present
Sunset Hills, MO. April 2012 - 2014
A.G. Edwards & Sons, Inc. 1988 - 2007
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Real Estate, Strategy, Financial Modeling, Investor Relations, Asset Management, Equity Research, Contract Negotiation, Strategic Planning, Asset Managment
Education
University of Missouri-Columbia 1984 — 1989
Joseph Alteri's A.G. Edwards & Sons, Inc. Experience March 1996 - August 1998
Job Assistant Vice President, Business Development and Economic Outreach at SUNY Polytechnic Institute
Industry Nanotechnology
Experience
SUNY College of Nanoscale Science and Engineering November 2013 - Present
E*TRADE Financial November 2005 - October 2013
JPMorgan Chase / BrownCo August 1998 - November 2005
A.G. Edwards & Sons, Inc. March 1996 - August 1998
Skills
Investments, Series 7, Series 63, Equities, Mutual Funds, Securities, Financial Services, Wealth Management, Fixed Income, Series 24, Portfolio Management, FINRA
Education
University at Albany, SUNY 1994 — 1996
BA, Business / Economics
SUNY College of Nanoscale Science and Engineering November 2013 - Present
E*TRADE Financial November 2005 - October 2013
JPMorgan Chase / BrownCo August 1998 - November 2005
A.G. Edwards & Sons, Inc. March 1996 - August 1998
Skills
Investments, Series 7, Series 63, Equities, Mutual Funds, Securities, Financial Services, Wealth Management, Fixed Income, Series 24, Portfolio Management, FINRA
Education
University at Albany, SUNY 1994 — 1996
BA, Business / Economics
Mike Struttmann's A.G. Edwards & Sons, Inc. Experience 2003 - 2005
Job Purchasing Manager at Rosewood Homes
Industry Retail
Experience
Rosewood Homes May 2013 - Present
Norst, Inc. May 2007 - May 2013
Mercedes Homes 2005 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2005
Independent Contractor 2002 - 2003
Skills
Purchasing
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
BSBA, Finance
Rosewood Homes May 2013 - Present
Norst, Inc. May 2007 - May 2013
Mercedes Homes 2005 - 2007
A.G. Edwards & Sons, Inc. 2003 - 2005
Independent Contractor 2002 - 2003
Skills
Purchasing
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
BSBA, Finance
Sarah Owler's A.G. Edwards & Sons, Inc. Experience August 2003 - December 2005
Job REALTOR, Sales Associate at Berkshire Hathaway HomeServices Alliance Real Estate
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Alliance Real Estate January 2008 - Present
Ahern Fire Protection June 2006 - January 2008
A.G. Edwards & Sons, Inc. August 2003 - December 2005
Skills
Residential Homes, Real Estate, Investment Properties, Short Sales, Investments, Selling, Contract Negotiation, Sales, First Time Home Buyers, Customer Service, Real Estate Transactions, Marketing, Move Up Buyers, Seller Representation, Buyer Representation, Relocation, Seniors
Education
University of Illinois at Urbana-Champaign 2000 — 2003
BS, Advertising
Berkshire Hathaway HomeServices Alliance Real Estate January 2008 - Present
Ahern Fire Protection June 2006 - January 2008
A.G. Edwards & Sons, Inc. August 2003 - December 2005
Skills
Residential Homes, Real Estate, Investment Properties, Short Sales, Investments, Selling, Contract Negotiation, Sales, First Time Home Buyers, Customer Service, Real Estate Transactions, Marketing, Move Up Buyers, Seller Representation, Buyer Representation, Relocation, Seniors
Education
University of Illinois at Urbana-Champaign 2000 — 2003
BS, Advertising
Patrick Cameron's A.G. Edwards & Sons, Inc. Experience September 1994 - March 2000
Job President & Senior Financial Advisor at Cameron, Hynes & Associates
Industry Investment Management
Experience
Cameron, Hynes & Associates December 2013 - Present
Stephens Inc. December 2005 - December 2013
Morgan Stanley Dean Witter 2001 - December 2005
A.G. Edwards & Sons, Inc. September 1994 - March 2000
Skills
Asset Management, Finance, Investments, Retirement Planning, Series 7, Start-ups, Strategic Financial..., Financial Analysis, Securities, Portfolio Management, Asset Allocation, Equities, Series 63, Mutual Funds, Financial Advisory, Financial Planning
Education
University of Arkansas 1987 — 1992
ag econ, ag business
LRCH
Cameron, Hynes & Associates December 2013 - Present
Stephens Inc. December 2005 - December 2013
Morgan Stanley Dean Witter 2001 - December 2005
A.G. Edwards & Sons, Inc. September 1994 - March 2000
Skills
Asset Management, Finance, Investments, Retirement Planning, Series 7, Start-ups, Strategic Financial..., Financial Analysis, Securities, Portfolio Management, Asset Allocation, Equities, Series 63, Mutual Funds, Financial Advisory, Financial Planning
Education
University of Arkansas 1987 — 1992
ag econ, ag business
LRCH
Jeremiah Lee's A.G. Edwards & Sons, Inc. Experience June 2007 - October 2007
Job Accounts Manager: Maxim Staffing Solutions
Industry Staffing and Recruiting
Experience
Maxim Staffing Solutions December 2009 - Present
Maxim Staffing Solutions October 2007 - December 2009
A.G. Edwards & Sons, Inc. June 2007 - October 2007
Skills
College Recruiting, Applicant Tracking..., Cold Calling, Recruiting, Sourcing, Interviews, Onboarding, Employee Relations, Contract Negotiation, Talent Acquisition, Business Development, Talent Management, Internet Recruiting, Human Resources, Training, Leadership, Temporary Placement, Temporary Staffing, Management, Staffing Services, Technical Recruiting, Job Fairs, Account Management
Education
UCSB
Bachelor's degree
Maxim Staffing Solutions December 2009 - Present
Maxim Staffing Solutions October 2007 - December 2009
A.G. Edwards & Sons, Inc. June 2007 - October 2007
Skills
College Recruiting, Applicant Tracking..., Cold Calling, Recruiting, Sourcing, Interviews, Onboarding, Employee Relations, Contract Negotiation, Talent Acquisition, Business Development, Talent Management, Internet Recruiting, Human Resources, Training, Leadership, Temporary Placement, Temporary Staffing, Management, Staffing Services, Technical Recruiting, Job Fairs, Account Management
Education
UCSB
Bachelor's degree
LEA ANDREWS, CPA's A.G. Edwards & Sons, Inc. Experience May 2006 - August 2006
Job Senior Consultant at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting January 2014 - Present
True Partners Consulting June 2011 - Present
University of Illinois at Urbana-Champaign August 2010 - May 2011
True Partners Consulting May 2009 - August 2010
Wachovia, A Wells Fargo Company May 2007 - August 2007
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Corporate Tax, Microsoft Excel, Accounting, Tax, Tax Research, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
BS, MAS, Accountancy
True Partners Consulting January 2014 - Present
True Partners Consulting June 2011 - Present
University of Illinois at Urbana-Champaign August 2010 - May 2011
True Partners Consulting May 2009 - August 2010
Wachovia, A Wells Fargo Company May 2007 - August 2007
A.G. Edwards & Sons, Inc. May 2006 - August 2006
Skills
Corporate Tax, Microsoft Excel, Accounting, Tax, Tax Research, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
BS, MAS, Accountancy
James Mayorkas's A.G. Edwards & Sons, Inc. Experience January 2002 - January 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 2002 - January 2008
Skills
Series 7, Valuation, Finance, Investments, Series 63, Retirement Planning, Real Estate, Investment Properties, Strategic Planning, Strategy, Wealth Management
Education
University of California, Los Angeles
B.A., Political Science
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 2002 - January 2008
Skills
Series 7, Valuation, Finance, Investments, Series 63, Retirement Planning, Real Estate, Investment Properties, Strategic Planning, Strategy, Wealth Management
Education
University of California, Los Angeles
B.A., Political Science
Jack Edelman D.C.'s A.G. Edwards & Sons, Inc. Experience 2001 - 2005
Job Financial Advisor at Los Angeles Firemen's Credit Union
Industry Financial Services
Experience
Los Angeles Firemen's Credit Union August 2007 - Present
INDEPENDENT FINANCIAL MARKETING GROUP 2006 - 2007
WM FINANCIAL SERVICES 2005 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2005
H & R BLOCK FINANCIAL ADVISORS 1998 - 2001
CHIROPRACTIC HEALTH CLINIC 1993 - 1998
Skills
Direct Sales, Inside Sales, Sales Process, Clinical Supervision, Clinics, Case Management, Case Analysis, Medical, Orthopedics
Education
Cleveland Chiropractic College 1990 — 1993
D.C., Physiology
University of California, Berkeley 1983 — 1987
BA
Los Angeles Firemen's Credit Union August 2007 - Present
INDEPENDENT FINANCIAL MARKETING GROUP 2006 - 2007
WM FINANCIAL SERVICES 2005 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2005
H & R BLOCK FINANCIAL ADVISORS 1998 - 2001
CHIROPRACTIC HEALTH CLINIC 1993 - 1998
Skills
Direct Sales, Inside Sales, Sales Process, Clinical Supervision, Clinics, Case Management, Case Analysis, Medical, Orthopedics
Education
Cleveland Chiropractic College 1990 — 1993
D.C., Physiology
University of California, Berkeley 1983 — 1987
BA
Jay Fong,CFP®'s A.G. Edwards & Sons, Inc. Experience April 2006 - March 2009
Job Managing Partner at Concentrum Wealth Management
Industry Financial Services
Experience
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards & Sons, Inc. April 2006 - March 2009
Salomon Smith Barney February 2001 - April 2006
Education
University of Arkansas
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards & Sons, Inc. April 2006 - March 2009
Salomon Smith Barney February 2001 - April 2006
Education
University of Arkansas
Jason Haley's A.G. Edwards & Sons, Inc. Experience September 2004 - December 2005
Job Fixed Income Strategist at ALM First Financial Advisors
Industry Investment Management
Experience
ALM First Financial Advisors April 2008 - Present
Cantor Fitzgerald December 2005 - March 2008
A.G. Edwards & Sons, Inc. September 2004 - December 2005
Coastal Securities L.P. June 2003 - September 2004
Skills
Fixed Income, Investments, ALM, Asset Management, Trading, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Banking, Finance, Derivatives, Bloomberg
Education
University of Mississippi 1998 — 2003
BBA, MBA, Marketing, Finance
ALM First Financial Advisors April 2008 - Present
Cantor Fitzgerald December 2005 - March 2008
A.G. Edwards & Sons, Inc. September 2004 - December 2005
Coastal Securities L.P. June 2003 - September 2004
Skills
Fixed Income, Investments, ALM, Asset Management, Trading, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Banking, Finance, Derivatives, Bloomberg
Education
University of Mississippi 1998 — 2003
BBA, MBA, Marketing, Finance
Kimberley (Timmons) Siegel's A.G. Edwards & Sons, Inc. Experience January 2005 - October 2007
Job Vice President Fixed Income Institutional Sales at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus October 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - October 2007
Hutchinson Shockey Erley & Company August 2001 - December 2004
Skills
Fixed Income, Series 63, Institutional Sales, Series 7, Securities, Mutual Funds, Asset Allocation, Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Speech Communication
Columbia High School 1994 — 1997
Stifel Nicolaus October 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - October 2007
Hutchinson Shockey Erley & Company August 2001 - December 2004
Skills
Fixed Income, Series 63, Institutional Sales, Series 7, Securities, Mutual Funds, Asset Allocation, Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Speech Communication
Columbia High School 1994 — 1997
Cody Simon's A.G. Edwards & Sons, Inc. Experience June 2007 - September 2007
Job Student at University of California, Riverside
Industry Investment Management
Experience
A.G. Edwards & Sons, Inc. June 2007 - September 2007
Education
University of California, Riverside 2009 — 2013
A.G. Edwards & Sons, Inc. June 2007 - September 2007
Education
University of California, Riverside 2009 — 2013
Bruce Stoddard's A.G. Edwards & Sons, Inc. Experience February 1995 - July 1996
Job President, Parke Warehouses
Industry Warehousing
Experience
Parke Warehouses July 1996 - Present
A.G. Edwards & Sons, Inc. February 1995 - July 1996
Edward Jones March 1987 - January 1995
Skills
3PL, Supply Chain, Warehouse Management, Warehousing, Supply Chain Management, Logistics, Logistics Management, Team Building, Transportation, LTL, Manufacturing, Supply Chain..., Operations Management, Sales Management, Food, Transportation..., Management, Leadership
Education
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science, Agricultural Economics
Argenta-Oreana High School
Parke Warehouses July 1996 - Present
A.G. Edwards & Sons, Inc. February 1995 - July 1996
Edward Jones March 1987 - January 1995
Skills
3PL, Supply Chain, Warehouse Management, Warehousing, Supply Chain Management, Logistics, Logistics Management, Team Building, Transportation, LTL, Manufacturing, Supply Chain..., Operations Management, Sales Management, Food, Transportation..., Management, Leadership
Education
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science, Agricultural Economics
Argenta-Oreana High School
James Babka, CFA's A.G. Edwards & Sons, Inc. Experience January 2006 - August 2007
Job Strategic Business Analyst at WEX Inc. (NYSE: WEX)
Industry Financial Services
Experience
WEX Inc. (NYSE: WEX) May 2013 - Present
Babka Industries, LLC June 2011 - March 2013
Morgan Keegan August 2007 - May 2011
A.G. Edwards & Sons, Inc. January 2006 - August 2007
Various Financial Services Firms 1998 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equity Research, Bloomberg, Portfolio Management, Forecasting, Microsoft Excel, Equity Valuation, Project Management, Strategic Financial..., Chartered Financial..., Presentations, Corporate Development, Financial Planning, Finance, Management, Mutual Funds, Strategy, Strategic Planning, Trading, Mergers, Due Diligence, Analysis, Equities
Education
University of Colorado at Denver 2002 — 2003
Bachelor of Science (BS), Finance, General
University of Denver - Daniels College of Business 2002 — 2003
Master's, Finance
WEX Inc. (NYSE: WEX) May 2013 - Present
Babka Industries, LLC June 2011 - March 2013
Morgan Keegan August 2007 - May 2011
A.G. Edwards & Sons, Inc. January 2006 - August 2007
Various Financial Services Firms 1998 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equity Research, Bloomberg, Portfolio Management, Forecasting, Microsoft Excel, Equity Valuation, Project Management, Strategic Financial..., Chartered Financial..., Presentations, Corporate Development, Financial Planning, Finance, Management, Mutual Funds, Strategy, Strategic Planning, Trading, Mergers, Due Diligence, Analysis, Equities
Education
University of Colorado at Denver 2002 — 2003
Bachelor of Science (BS), Finance, General
University of Denver - Daniels College of Business 2002 — 2003
Master's, Finance
Herschel Ryan's A.G. Edwards & Sons, Inc. Experience January 1992 - December 2009
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2009 - Present
A.G. Edwards & Sons, Inc. January 1992 - December 2009
Skills
Retirement Planning, Investments, Risk Management, Insurance, Strategic Planning, Securities, 401k Rollovers
Education
University of Louisiana at Monroe
MBA, Business
Wells Fargo Advisors, LLC December 2009 - Present
A.G. Edwards & Sons, Inc. January 1992 - December 2009
Skills
Retirement Planning, Investments, Risk Management, Insurance, Strategic Planning, Securities, 401k Rollovers
Education
University of Louisiana at Monroe
MBA, Business
Keith Hurst's A.G. Edwards & Sons, Inc. Experience 2000 - 2005
Job Client Advisor/Investment Specialist
Industry Financial Services
Experience
Local Investment Firm December 2009 - Present
U.S. Bank 2008 - 2010
A.G. Edwards & Sons, Inc. 2000 - 2005
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Wealth Management, Portfolio Management, Consumer Lending, Investments, Small Business Lending, Financial Analysis, Private Banking
Education
University of Arkansas at Monticello
Bachelor of Science (BS), Business Administration and Management, General
Local Investment Firm December 2009 - Present
U.S. Bank 2008 - 2010
A.G. Edwards & Sons, Inc. 2000 - 2005
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Wealth Management, Portfolio Management, Consumer Lending, Investments, Small Business Lending, Financial Analysis, Private Banking
Education
University of Arkansas at Monticello
Bachelor of Science (BS), Business Administration and Management, General
Don Usry's A.G. Edwards & Sons, Inc. Experience September 1996 - December 1997
Job CFO / Business Manager at Team Spirit Petroleum
Industry Oil & Energy
Experience
Team Spirit Petroleum April 2010 - Present
Team Spirit Petroleum June 2006 - March 2010
D.W. Usry Transportation dBA June 2001 - June 2006
National Institute of Safe Schools and Workplace Safety (NISWS) December 1999 - March 2001
Brunelli International January 1998 - November 1999
A.G. Edwards & Sons, Inc. September 1996 - December 1997
A.G. Edwards & Sons, Inc. September 1994 - September 1996
A.G. Edwards & Sons, Inc. June 1990 - August 1994
United States Air Force September 1987 - February 1990
Skills
Operations Management, Contract Management, Contract Negotiation
Education
US Air Force Academy 1982 — 1986
Bachelor of Science (B.S.), Human Factors Engineering, Graduation 28/960
Team Spirit Petroleum April 2010 - Present
Team Spirit Petroleum June 2006 - March 2010
D.W. Usry Transportation dBA June 2001 - June 2006
National Institute of Safe Schools and Workplace Safety (NISWS) December 1999 - March 2001
Brunelli International January 1998 - November 1999
A.G. Edwards & Sons, Inc. September 1996 - December 1997
A.G. Edwards & Sons, Inc. September 1994 - September 1996
A.G. Edwards & Sons, Inc. June 1990 - August 1994
United States Air Force September 1987 - February 1990
Skills
Operations Management, Contract Management, Contract Negotiation
Education
US Air Force Academy 1982 — 1986
Bachelor of Science (B.S.), Human Factors Engineering, Graduation 28/960
Shannon Harrington's A.G. Edwards & Sons, Inc. Experience May 2001 - May 2002
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
Brandon Matarese's A.G. Edwards & Sons, Inc. Experience April 2007 - March 2008
Job Fund Control Analyst at United States Department of Defense
Industry Military
Experience
United States Department of Defense December 2010 - Present
US Department of Defense July 2009 - December 2010
The Tolliver Group, Inc. March 2008 - July 2009
A.G. Edwards & Sons, Inc. April 2007 - March 2008
BNY Mellon April 2005 - April 2007
Skills
Managerial Finance, Accounting, Cash Flow, Portfolio Management, Army, Internal Audit, Microsoft Office, Security Clearance, Mutual Funds, Budgets, Process Improvement, Strategic Financial..., Securities, Research, Microsoft Word, Leadership, Program Management, Public Speaking, Management, Account Reconciliation, Asset Management, Project Planning, Analysis, Valuation, PowerPoint, Training, Finance, Risk Management, Financial Modeling, Investment Properties, Event Management, Real Estate, Government Contracting, Marketing Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Human Resources, DoD, Business Process..., Microsoft Excel, Forecasting, Business Strategy, Project Management, Strategy, Business Analysis
Education
Webster University 2009 — 2011
MBA, Master of Business Administration
University of Central Florida 2000 — 2004
B. S., Business Finance
United States Department of Defense December 2010 - Present
US Department of Defense July 2009 - December 2010
The Tolliver Group, Inc. March 2008 - July 2009
A.G. Edwards & Sons, Inc. April 2007 - March 2008
BNY Mellon April 2005 - April 2007
Skills
Managerial Finance, Accounting, Cash Flow, Portfolio Management, Army, Internal Audit, Microsoft Office, Security Clearance, Mutual Funds, Budgets, Process Improvement, Strategic Financial..., Securities, Research, Microsoft Word, Leadership, Program Management, Public Speaking, Management, Account Reconciliation, Asset Management, Project Planning, Analysis, Valuation, PowerPoint, Training, Finance, Risk Management, Financial Modeling, Investment Properties, Event Management, Real Estate, Government Contracting, Marketing Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Human Resources, DoD, Business Process..., Microsoft Excel, Forecasting, Business Strategy, Project Management, Strategy, Business Analysis
Education
Webster University 2009 — 2011
MBA, Master of Business Administration
University of Central Florida 2000 — 2004
B. S., Business Finance
Brent Mori's A.G. Edwards & Sons, Inc. Experience February 2004 - April 2005
Job Corporate Accounting Manager at Radiology Partners
Industry Accounting
Experience
Radiology Partners April 2014 - Present
Pathology, Inc. January 2012 - March 2014
Mitratech September 2006 - December 2011
Mitratech February 2006 - September 2006
A.G. Edwards & Sons, Inc. February 2004 - April 2005
Skills
Financial Analysis, Accounting, Financial Modeling, Forecasting, GAAP, Business Analysis, Finance, Strategic Financial..., Analysis, Risk Management, Financial Reporting, Managerial Finance, Process Improvement, Mergers, Budgets, PeopleSoft, Business Process..., Financial Accounting
Education
University of California, Berkeley
Bachelor of Arts, Economics
Radiology Partners April 2014 - Present
Pathology, Inc. January 2012 - March 2014
Mitratech September 2006 - December 2011
Mitratech February 2006 - September 2006
A.G. Edwards & Sons, Inc. February 2004 - April 2005
Skills
Financial Analysis, Accounting, Financial Modeling, Forecasting, GAAP, Business Analysis, Finance, Strategic Financial..., Analysis, Risk Management, Financial Reporting, Managerial Finance, Process Improvement, Mergers, Budgets, PeopleSoft, Business Process..., Financial Accounting
Education
University of California, Berkeley
Bachelor of Arts, Economics
Zachary Paul Hagen, CFP®'s A.G. Edwards & Sons, Inc. Experience June 2002 - June 2004
Job Investment Adviser Representative at ZH Wealth Management, LLC
Industry Investment Management
Experience
ZH Wealth Management, LLC March 2010 - Present
Southwest Dealer Services, Inc. June 2004 - April 2015
A.G. Edwards & Sons, Inc. June 2002 - June 2004
Skills
Investments, Finance, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management, Portfolio Management, Securities, Strategic Planning, Management
Education
University of California, Santa Barbara 1995 — 2000
Bachelor of Arts (B.A.), Business Economics With An Emphasis In Accounting
University of California, Santa Barbara 1995 — 2000
Business Economics with an Emphasis in Accounting, Economics
ZH Wealth Management, LLC March 2010 - Present
Southwest Dealer Services, Inc. June 2004 - April 2015
A.G. Edwards & Sons, Inc. June 2002 - June 2004
Skills
Investments, Finance, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management, Portfolio Management, Securities, Strategic Planning, Management
Education
University of California, Santa Barbara 1995 — 2000
Bachelor of Arts (B.A.), Business Economics With An Emphasis In Accounting
University of California, Santa Barbara 1995 — 2000
Business Economics with an Emphasis in Accounting, Economics
Michael W. (Mike) Keller's A.G. Edwards & Sons, Inc. Experience May 2002 - May 2004
Job Vice President, Wealth Management at Gilford Securities
Industry Financial Services
Experience
Gilford Securities May 2011 - Present
Citi Smith Barney October 2006 - May 2011
Morgan Stanley Wealth Management October 2006 - May 2011
UBS May 2004 - October 2006
A.G. Edwards & Sons, Inc. May 2002 - May 2004
Foreign Exchange May 1998 - September 2001
Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)
Matignon High School 1988 — 1992
Gilford Securities May 2011 - Present
Citi Smith Barney October 2006 - May 2011
Morgan Stanley Wealth Management October 2006 - May 2011
UBS May 2004 - October 2006
A.G. Edwards & Sons, Inc. May 2002 - May 2004
Foreign Exchange May 1998 - September 2001
Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)
Matignon High School 1988 — 1992
John Jetmundsen's A.G. Edwards & Sons, Inc. Experience March 1997 - December 2009
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2010 - Present
A.G. Edwards & Sons, Inc. March 1997 - December 2009
Merrill Lynch October 1984 - February 1997
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Investments, Securities
Education
University of Alabama
B.S. Accounting
Raymond James Financial Services, Inc. Member FINRA/SIPC January 2010 - Present
A.G. Edwards & Sons, Inc. March 1997 - December 2009
Merrill Lynch October 1984 - February 1997
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Investments, Securities
Education
University of Alabama
B.S. Accounting
Renee Canavan's A.G. Edwards & Sons, Inc. Experience September 1996 - January 2006
Job Technical Service Manager Consultant at Emerson
Industry Mechanical or Industrial Engineering
Experience
Emerson March 2013 - Present
Aon Hewitt October 2011 - February 2013
Saint Louis University January 2006 - October 2011
A.G. Edwards & Sons, Inc. September 1996 - January 2006
Skills
Business Intelligence, Databases, Data Analysis, SQL, Data Mining, Visio, Business Objects, Unix, Software Project..., Requirements Analysis, Microsoft SQL Server, Business Analysis, Data Warehousing
Education
Central Missouri State University 1991 — 1993
Bachelor of Science (B.S.), Mathematics and Computer Science
University of Missouri-Columbia 1989 — 1991
Emerson March 2013 - Present
Aon Hewitt October 2011 - February 2013
Saint Louis University January 2006 - October 2011
A.G. Edwards & Sons, Inc. September 1996 - January 2006
Skills
Business Intelligence, Databases, Data Analysis, SQL, Data Mining, Visio, Business Objects, Unix, Software Project..., Requirements Analysis, Microsoft SQL Server, Business Analysis, Data Warehousing
Education
Central Missouri State University 1991 — 1993
Bachelor of Science (B.S.), Mathematics and Computer Science
University of Missouri-Columbia 1989 — 1991
Lisa C. Maxwell's A.G. Edwards & Sons, Inc. Experience January 2000 - October 2007
Job Investment Sales Associate at BB&T Investments
Industry Financial Services
Experience
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
BB&T Investments Services, Inc. April 2014 - Present
Stewart-Marchman-Act Behavioral Healthcare November 2012 - April 2014
Raymond James Financial Inc. June 2010 - April 2014
Florida Hospital Flagler January 2012 - November 2012
Wells Fargo Advisors October 2007 - June 2010
A.G. Edwards & Sons, Inc. January 2000 - October 2007
UBS June 1993 - December 1999
Skills
Financial Services, FINRA, Series 7, Series 63, Marketing, Business, Teamwork, Customer Service, Event Planning, Compliance, Sales Operations, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning, Registered Nursing, Cpr Certified, 2-15 FL Life, Healh, &..., Series 66
Education
University of Central Florida 1988 — 1993
Bachelor's Degree, Psychology
Daytona State College 2010 — 2011
Associate's Degree, Nursing Science, with Honors
Adwowa Afenyi-Annan's A.G. Edwards & Sons, Inc. Experience September 2002 - September 2009
Job CERTIFIED FINANCIAL PLANNER™ at Aon Hewitt and 3A Financial Group LLC
Industry Outsourcing/Offshoring
Experience
Aon Hewitt December 2010 - Present
3A Financial Group LLC September 2009 - Present
A.G. Edwards & Sons, Inc. September 2002 - September 2009
Skills
CPA, Certified Financial..., Series 7, Series 66, Series 9/10
Education
University of Michigan
Bachelor of Business Administration (BBA), Accounting and Finance
Aon Hewitt December 2010 - Present
3A Financial Group LLC September 2009 - Present
A.G. Edwards & Sons, Inc. September 2002 - September 2009
Skills
CPA, Certified Financial..., Series 7, Series 66, Series 9/10
Education
University of Michigan
Bachelor of Business Administration (BBA), Accounting and Finance
David Suomi's A.G. Edwards & Sons, Inc. Experience January 1999 - January 2008
Job Business Development KUD
Industry Financial Services
Experience
KUD International LLC January 2013 - Present
AVR Asset Management, LLC January 2010 - January 2013
Fidelity Investments January 2008 - January 2010
A.G. Edwards & Sons, Inc. January 1999 - January 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Michigan
Bachelor of Arts
Princeton Day School
University of Michigan
KUD International LLC January 2013 - Present
AVR Asset Management, LLC January 2010 - January 2013
Fidelity Investments January 2008 - January 2010
A.G. Edwards & Sons, Inc. January 1999 - January 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Michigan
Bachelor of Arts
Princeton Day School
University of Michigan
Steve Zoller's A.G. Edwards & Sons, Inc. Experience August 1997 - April 2008
Job Manager IT Operations Development at BiState Development Agency/Metro
Industry Information Technology and Services
Experience
Bi-State Development October 2014 - Present
Bi-State Development August 2012 - October 2014
St. Louis Metropolitan Police Department November 2011 - August 2012
Edward Jones April 2008 - November 2011
A.G. Edwards & Sons, Inc. August 1997 - April 2008
Skills
ASP.NET MVC, .NET, Microsoft SQL Server, Oracle Database, WordPress, Management, Requirements Analysis, Software Development
Education
Truman State University 1986 — 1989
Bachelor of Science (B.S.), Computer Science
Bi-State Development October 2014 - Present
Bi-State Development August 2012 - October 2014
St. Louis Metropolitan Police Department November 2011 - August 2012
Edward Jones April 2008 - November 2011
A.G. Edwards & Sons, Inc. August 1997 - April 2008
Skills
ASP.NET MVC, .NET, Microsoft SQL Server, Oracle Database, WordPress, Management, Requirements Analysis, Software Development
Education
Truman State University 1986 — 1989
Bachelor of Science (B.S.), Computer Science