A.G. Edwards & Sons, Inc.

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A.G. Edwards & Sons, Inc. Employees

Employee
Years
Job
Industry
Jim Bonderer Jim Bonderer Chillicothe, Missouri Details
Jim Bonderer's A.G. Edwards & Sons, Inc. Experience December 1998 - January 2001
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  January 2001 - Present
A.G. Edwards & Sons, Inc.   December 1998 - January 2001
BASF  June 1994 - September 1998

Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Investment Strategies, Estate Planning, Portfolio Management

Education
University of Missouri-Columbia   1990 — 1994
Bachelor of Science (BS), Agricultural Economics

Kent Mathis Kent Mathis Jacksonville, Florida Area Details
Kent Mathis's A.G. Edwards & Sons, Inc. Experience July 2000 - October 2002
Job Manager, Utility Analytics
Industry Utilities
Experience
JEA  August 2003 - Present
A.G. Edwards & Sons, Inc.   July 2000 - October 2002
Jacksonville Transportation Authority  March 1996 - July 2000
Matra Transport (A Siemens Company)   March 1990 - November 1995

Skills
Analytics, Data Analysis, Energy, Smart Grid, Data Management, Smart Metering, Energy Management, Energy Efficiency, Renewable Energy, Power Generation, Program Management, Energy Policy, Demand Response, Project Management, Solar Energy, Electric Power, Association of Energy..., Electrical Engineering, Electricians, AMI, Alternative Energy, Power Distribution, Engineering, Demand-side Management, Energy Conservation, Electricity Markets, Water, Electricity, Power Systems, Energy Audits, Wind, Power Plants, Sustainability, Testing, Energy Markets, Photovoltaics, Automation, NERC, Engineering Management

Education
University of Missouri-Rolla   1986 — 1987
Master of Science, Electrical Engineering

University of Missouri-Rolla   1980 — 1985
Bachelor of Science, Electrical Engineering

Brian Hogg Brian Hogg Greater St. Louis Area Details
Brian Hogg's A.G. Edwards & Sons, Inc. Experience April 1999 - July 2007
Job Director Program Management, Strategic Initiatives at Express Scripts
Industry Information Technology and Services
Experience
Express Scripts  December 2012 - Present
Express Scripts  September 2011 - December 2012
Express Scripts  December 2008 - October 2011
Wells Fargo Advisors  July 2007 - December 2008
A.G. Edwards & Sons, Inc.   April 1999 - July 2007
BJC HealthCare  1993 - 1999
Computer Task Group  1992 - 1993
Price Waterhouse Management Consultants  1989 - 1992
Affinitec  1985 - 1989

Skills
Vendor Management, Process Improvement, Project Management, Management, SDLC, Leadership, Business Analysis, Contract Negotiation, IT Management, Project Planning, Enterprise Architecture, Information Technology, IT Strategy, Cross-functional Team..., Integration, Program Management, PMP

Education
University of Missouri-Saint Louis   1985 — 1987
Bachelors of Science, Computer Science

Kevin A. Smith, CIC Kevin A. Smith, CIC Greater St. Louis Area Details
Kevin A. Smith, CIC's A.G. Edwards & Sons, Inc. Experience 2002 - 2006
Job Independent Insurance Professional
Industry Insurance
Experience
Weiss Insurance  July 2006 - Present
A.G. Edwards & Sons, Inc.   2002 - 2006

Skills
Homeowners, Insurance, Health Insurance, Property & Casualty..., Workers Compensation, Legal Liability, Life Insurance, Fixed Annuities, Professional Liability, Training, Marketing, Retirement Planning, Brokers, Customer Service

Education
University of Missouri-Saint Louis   1995 — 1999
BSBA, Finance

Renée Pastor Renée Pastor Greater New Orleans Area Details
Renée Pastor's A.G. Edwards & Sons, Inc. Experience 1992 - July 2004
Job Managing Director, Investments The Pastor Retirement Planning Group
Industry Financial Services
Experience
Raymond James & Associates  June 2004 - Present
A.G. Edwards & Sons, Inc.   1992 - July 2004
Dean Witter Reynolds  1989 - 1992

Skills
Retirement Planning, Investments, Retirement, Financial Advisory, Strategic Planning, Securities, Trading, Finance, Wealth Management, Asset Allocation, FINRA, Long-term Care, Stock Market, ETFs, Variable Annuities, Fixed Annuities, Trade Finance, Municipal Bonds, Surety Bonds, High Net Worth..., Convertible Bonds, Stock Management, Stock Trading, Financial Analysis, Corporate Finance, Managerial Finance, Personal Finance, Retirement Plan..., Retirement Savings, 401k, 401k Rollovers, Long Term Care Insurance, Social Security, Money Management, Money Market, Money Transfers, Asset Management, Fixed Asset Management, Asset Protection, Asset Based Lending, Stocks, Stock Exchange, Stock Control, Stock Picking, Debt & Equity Financing, Portfolio Management, Life Insurance, Anti Money Laundering, Managed Money, Market Risk

Education
University of New Orleans
Bachelor of Science (B.S.), Finance

Belaire High School- Baton Rouge, LA
General Studies

Kenneth Roberts Kenneth Roberts Reno, Nevada Area Details
Kenneth Roberts's A.G. Edwards & Sons, Inc. Experience October 1996 - August 2006
Job Author, radio show host, investment advisor
Industry Financial Services
Experience
FT Research   July 2006 - Present
VTraderPro, LLC.   February 2009 - August 2012
Fusion Asset Management, LLC   August 2006 - July 2012
A.G. Edwards & Sons, Inc.   October 1996 - August 2006

Skills
Credit, Bonds, Investments, FINRA, Technical Analysis, Derivatives, Management, Trading, Equities, Wealth Management, Financial Risk, ETFs, Asset Management, Alternative Investments, Securities, Capital Markets, Entrepreneurship, Options, Financial Modeling, Series 63, Asset Managment, Commodity, Investment Advisory, Hedge Funds, Business Valuation, New Business Development, Portfolio Management, Equity Derivatives, Trading Strategies, Fixed Income, Investment Strategies, FX Options, Financial Markets, Market Research, Trading Systems, Proprietary Trading, Private Equity, Hedging, Strategic Financial..., Financial Analysis, Bloomberg, Currency, Stocks, Mutual Funds, Series 7, Investment Management, Research, Valuation, FX trading, Retirement Planning

Education
NYIF- New York Institute of Finance   2008 — 2009
Options and Derivatives Pricing

University of Nevada-Reno   1979 — 1987
Business and Mining Engineering

Rancho View

Helen Dann Helen Dann Saint Petersburg, Florida Details
Helen Dann's A.G. Edwards & Sons, Inc. Experience November 2000 - October 2001
Job Senior Accountant at Greenway Health
Industry Marketing and Advertising
Experience
Greenway Health  September 2014 - Present
TimeShare Adventures, Inc.   March 2004 - September 2014
Allstate Financial  November 2001 - March 2004
A.G. Edwards & Sons, Inc.   November 2000 - October 2001
Industries Training Corporation   August 1999 - November 2000
Raymond James Financial Inc.  July 1998 - August 1999
Sterling Holdings, Inc.   February 1997 - July 1998
Proven Edge, Inc.   January 1996 - February 1997

Skills
Accounting, Analysis, Business Development, Team Building, Financial Reporting, Time Management, Financial Accounting, Financial Analysis, Operations Management, Process Improvement, Payroll, Payroll Taxes, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, Forecasting, Auditing, Internal Controls, GAAP, Data Analysis, Hiring, Employee Training, Employee Benefits, Managing Database, Customer Acquisition, Customer Service..., Sales, Microsoft Excel, Crystal Reports, QuickBooks, Microsoft Office, Microsoft Word

Education
J.E. McAteer

University of South Florida
Bachelor of Science (B.S.), Accounting

Meladie Espiritu Meladie Espiritu Greater Seattle Area Details
Meladie Espiritu's A.G. Edwards & Sons, Inc. Experience May 1996 - August 1997
Job Sr. Program Manager, Azure Compliance
Industry Computer Software
Experience
Microsoft  January 2015 - Present
Microsoft  2007 - 2014
Microsoft  2005 - 2006
Microsoft  2004 - 2005
Microsoft  2003 - 2004
Microsoft  2001 - 2003
Microsoft  1999 - 2001
Citicorp Mortgage  May 1998 - May 1999
A.G. Edwards & Sons, Inc.   May 1996 - August 1997

Skills
Cross-group..., Program Management, SDLC, Software Project..., Product Planning, Cross-functional Team..., Enterprise Software, Agile Project Management, Management, Business Process..., Cloud Computing, Product Management, Software Development, Agile Methodologies, Strategy, Testing

Education
University of Missouri-Columbia, College of Business
Bachelor's Degree, Business Administration and Management, General, Minor in Computer Science

Patricia Regan, CFRE Patricia Regan, CFRE Washington D.C. Metro Area Details
Patricia Regan, CFRE's A.G. Edwards & Sons, Inc. Experience September 1978 - February 1984
Job Executive Director of Development at Trinity Missions
Industry Nonprofit Organization Management
Experience
Trinity Missions   February 1989 - Present
St. Joseph Catholic Church, Ft. Michell, AL   June 1984 - September 1988
A.G. Edwards & Sons, Inc.   September 1978 - February 1984

Skills
Fundraising, Stewardship, Board Development, Planned Giving, Public Speaking, Philanthropy, Alumni Relations, Event Planning, Leadership Development, Prospect Research, Non-profit Board..., Copy Editing, Copywriting, Staff Development, Staff Management, Grants, Volunteer Management, Major Gift Development, Program Development, Annual Fund, Donor Management, Board Relations, Donor Recognition, Non-profit..., Major Gift Campaigns, Campaign Strategies

Education
Washington Theological Union   1991 — 2001
MA, Theology

University of Saint Mary   1970 — 1974
BA, English, Philosophy

Thomas Robb Thomas Robb New London, New Hampshire Details
Thomas Robb's A.G. Edwards & Sons, Inc. Experience September 2001 - January 2008
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   March 2014 - Present
Wells Fargo Advisors  January 2008 - March 2014
A.G. Edwards & Sons, Inc.   September 2001 - January 2008

Skills
Asset Allocation, Investments, Securities, Retirement Planning, Finance, Series 7, Financial Services, Investment Strategies, FINRA, Financial Planning

Education
University of New Hampshire   1987 — 1990
Associate of Science (A.S.), Business Administration, Management and Operations

Cindy Zpevak Cindy Zpevak Austin, Texas Details
Cindy Zpevak's A.G. Edwards & Sons, Inc. Experience 2000 - 2005
Job Manager, Space Planning and Design / Global Facilities at Dell
Industry Facilities Services
Experience
Dell  November 2014 - Present
AMD  January 2014 - June 2014
CZDesigns   June 2010 - March 2013
Ameren  2005 - 2010
A.G. Edwards & Sons, Inc.   2000 - 2005

Skills
Space-planning, Space planning, Interior Design, AutoCAD, Furniture, Facilities Management, Construction Drawings, Move Management, Renovation, FF&E, Project Management, Drawing, Management, Construction Management, Contract Negotiation, Construction, Submittals, Budgets, Negotiation, Interior Architecture, Corporate Real Estate, Space Planning

Education
University of Missouri - Columbia
B.S. Interior Design & Environmental Studies, Interior Design

University of Missouri-Columbia
Bachelor of Science, Environmental Studies / Interior Design

Patrick Larson Patrick Larson Greater St. Louis Area Details
Patrick Larson's A.G. Edwards & Sons, Inc. Experience September 2006 - November 2008
Job ETL Developer
Industry Financial Services
Experience
Wells Fargo Home Mortgage  August 2011 - Present
Wells Fargo Advisors  November 2008 - July 2011
A.G. Edwards & Sons, Inc.   September 2006 - November 2008
A.G. Edwards & Sons, Inc.   March 2005 - July 2007
A.G. Edwards & Sons, Inc.   March 2003 - March 2005
A.G. Edwards & Sons, Inc.   February 2001 - March 2003
A.G. Edwards & Sons, Inc.   June 1997 - January 2001
May Merchandising Company  June 1993 - May 1997
Central Hardware Inc.   May 1990 - June 1993
A.G. Edwards & Sons, Inc.   January 1987 - May 1990

Skills
DB2, COBOL, ETL, Oracle, Unix, SQL, Teradata, Microfocus, Datastage 8.1, Informatica, Informix, Perl, Testing, Mainframe, Software Development

Education
University of Missouri-Saint Louis   1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior, Management Information Systems, General

Debbie Guzman-Conner Debbie Guzman-Conner Roanoke, Texas Details
Debbie Guzman-Conner's A.G. Edwards & Sons, Inc. Experience 1999 - 2001
Job CSR at Tucker Rocky Distributing
Industry Wholesale
Experience
Tucker Rocky Distributing  June 2014 - Present
Crestmarc Residential   August 2013 - Present
The Home Depot  July 2012 - December 2013
Villasport Club and Spa   September 2009 - March 2012
Ramada Inn  January 2010 - August 2010
Powell Havins Financial Services   November 2003 - June 2006
A.G. Edwards & Sons, Inc.   1999 - 2001
First Southwest Company, San Antonio, Texas   March 1993 - August 1999

Skills
Customer Service, Outlook, Microsoft Word, Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Inventory Management, Process Scheduler, Telephone Skills, Time Management, Events Coordination, Data Entry, Typing, Purchasing, Sales Operations, Office Management, Administration, Spreadsheets, Supervisory Skills, Administrative...

Education
University of Phoenix   2004 — 2006
Associate's degree in Business, Business Administration and Management, General

Ron Ross, MBA, CFP® Ron Ross, MBA, CFP® Joplin, Missouri Details
Ron Ross, MBA, CFP®'s A.G. Edwards & Sons, Inc. Experience 1998 - 2008
Job Senior Vice President Investments, Ross Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  1998 - Present
A.G. Edwards & Sons, Inc.   1998 - 2008
United Automotive Distributors, Inc.   1972 - 1997
US Army  1970 - 1972

Skills
Retirement Planning, Investments, Financial Analysis, Financial Advisory, Fixed Income, Securities, Insurance, Variable Annuities

Education
University of Missouri-Columbia   1964 — 1970
MBA and Bachelor's degree, Business Administration and Management, General

Jennifer Klemm Jennifer Klemm Greater New York City Area Details
Jennifer Klemm's A.G. Edwards & Sons, Inc. Experience October 1998 - April 2003
Job National Clinical and Sales Training Manager at Halt Medical
Industry Medical Devices
Experience
Halt Medical Inc.  January 2015 - Present
Halt Medical Inc.  November 2013 - December 2014
Halt Medical Inc.  November 2012 - November 2013
Kinetic Concepts  July 2011 - December 2012
Conceptus, Inc.   September 2008 - September 2011
Olympus Gyrus ACMI  June 2007 - September 2008
Apple Medical Corporation  November 2005 - June 2007
B.A. Barnhart & Associates (Wachovia Securities Financial Network)   April 2003 - November 2005
A.G. Edwards & Sons, Inc.   October 1998 - April 2003

Skills
Selling, Medical Devices, Capital Equipment, Urology, Sales Operations, Hospitals, Selling Skills, Surgeons, Operating Room, Market Development, Cold Calling, Sales Force Development, Disposables, Surgery, Gynecology, Wound Care, Medical Sales, Product Launch, Strategy, Business Development, Surgical Instruments, Pharmaceutical Sales, CRM, Training, Clinical Research, Sales, OB/GYN, Orthopedic, General Surgery, Cardiology, New Business Development, Vascular, Sales Process, Interventional Radiology, Managed Care, Product Development, Sales Presentations, Healthcare, Sales Effectiveness, FDA, Medicine

Education
Saint Louis University   1994 — 1996
Bachelor of Arts (BA), Psychology

University of Missouri-Columbia   1992 — 1994
Bachelor of Arts (B.A.), Psychology

Brenda Walker Brenda Walker Dallas/Fort Worth Area Details
Brenda Walker's A.G. Edwards & Sons, Inc. Experience 1998 - 2006
Job Inside sales account manager OPI products
Industry Retail
Experience
OPI Products, Inc.   September 2015 - Present
Zale Division of Sterling   May 2014 - May 2015
Sally Beauty Holdings  February 2008 - May 2014
Beauty Systems Group  February 2008 - June 2008
Loreal / salon centric  August 2006 - February 2008
A.G. Edwards & Sons, Inc.   1998 - 2006
Walmart  June 1996 - June 1998

Skills
Beauty Industry, Merchandising, Sales, Sales Management, Product Launch, Budgets, Team Building, Leadership, Negotiating, Assortment, Hair Care, New Product Ideation, Communication, Brand Development, Retail, Account Management, Management, Negotiation, Marketing, Brand Management, Competitive Analysis, Visual Merchandising, Market Research, Forecasting, Pricing, Inventory Management, Marketing Strategy, Product Development, Training, Purchasing, Customer Service, Advertising, Planograms, Profit, Trend Analysis, Cross-functional Team..., Trade Shows, E-commerce, Business Planning, Coaching, Vendor Relations, Relationship Building, Team Leadership, Field Development, Strategic Planning

Education
University of Phoenix   2003 — 2005
Bachelor, Business Management

brandon high school   1993 — 1995

Scott Swihart Scott Swihart Greater St. Louis Area Details
Scott Swihart's A.G. Edwards & Sons, Inc. Experience August 2000 - October 2007
Job VP Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  August 2000 - Present
A.G. Edwards & Sons, Inc.   August 2000 - October 2007

Skills
Requirements Gathering, Enterprise Architecture, Security, Business Analysis, Vendor Management, Program Management, SQL, Process Improvement, SDLC, Leadership, SharePoint, Visio, IT Management, Information Technology, Disaster Recovery, Data Warehousing, Risk Management, Integration, Software Development, Cross-functional Team..., Requirements Analysis, Project Management, Oracle

Education
Vatterott College   1998 — 1999
Degree Plus Program, Project Management, Application Development, Database Administration

University of Missouri-Columbia, College of Business   1987 — 1991

Joan Bickford, CFP, CTFA Joan Bickford, CFP, CTFA Sarasota, Florida Area Details
Joan Bickford, CFP, CTFA's A.G. Edwards & Sons, Inc. Experience January 1998 - September 2002
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company  September 2002 - Present
A.G. Edwards & Sons, Inc.   January 1998 - September 2002
Blunt & Schum   1989 - 1998

Skills
Wealth Management, High Net Worth..., Trusts, Estate Planning, Financial Services, Asset Management, Risk Management, Banking, Investments, Portfolio Management, Private Banking, Securities, Management, Wealth, Mutual Funds, Wealth Management..., Asset Allocation, Retirement Planning, Series 7, Investment Management, Investment Advisory, Trust Services, Equities, Investment Strategies, Series 63, Financial Planners, IRAs, Finance

Education
University of Phoenix   2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 4.0

Florida Graduate Trust school   2004 — 2006
Trust Administration

Darla Griffin Darla Griffin Greater St. Louis Area Details
Darla Griffin's A.G. Edwards & Sons, Inc. Experience November 1999 - November 2001
Job IT Project Management / Technical Process Coordinator / Business Analyst
Industry Information Technology and Services
Experience
Schmitt ProfiTools, Inc.   May 2013 - October 2014
Griffin Brothers Airduct and Carpet Cleaning   December 2001 - February 2006
A.G. Edwards & Sons, Inc.   November 1999 - November 2001
NaviSys Outsourcing Solutions   April 1999 - October 1999
Vanliner Insurance Company  August 1997 - June 1999
Maritz  January 1997 - July 1997
Washington State Department of Transportation  June 1995 - December 1996
Windermere Real Estate  March 1993 - November 1993
Washington State Department of Labor and Industries  August 1992 - February 1993
Frank Russell, Inc (Finance)   September 1991 - August 1992

Skills
Project Management, Databases, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Project, Team Leadership, IT Management, IT Operations, Testing, SQL, Photoshop, Full SDLC, Project Planning, IT Project & Program..., Technical Project..., SDLC, Agile & Waterfall..., IT Project Lifecycle, Business Analysis, User Acceptance Testing, Test Cases, MySQL, PHP, PhpMyAdmin, WAMP, CSS, Microsoft SQL Server, Access, Relational Databases, Relational Data Modeling

Education
University of Missouri-Columbia   1975 — 1979
Bachelor of Business Administration (B.B.A.), Marketing

University of Missouri-Columbia   1975 — 1979
Bachelor of Science (B.S.), Marketing

Jay Clapp Jay Clapp Boston, Massachusetts Details
Jay Clapp's A.G. Edwards & Sons, Inc. Experience June 2007 - August 2007
Job Account Executive at Mendix
Industry Information Technology and Services
Experience
Mendix  August 2012 - Present
Harpoon Brewery  January 2011 - August 2012
Bain Capital  November 2010 - January 2011
Crothall Services Group  May 2010 - September 2010
Xpert Financial  June 2009 - August 2009
A.G. Edwards & Sons, Inc.   June 2007 - August 2007

Skills
New Business Development, Enterprise Software, Sales, Account Management, Solution Selling, SaaS, Life Science Industry, Lead Generation, Cloud Computing, Salesforce.com, Clinical Research, Pharmaceutical Industry, Construction, Home Builders, Molecular Diagnostics, Agile Methodologies, Web Applications, Start-ups, Mobile Applications, Direct Sales, CTMS, Strategic Prospecting, LIMS, Compliance, Long-term Customer..., Sandler

Education
University of Pennsylvania
Bachelor of Arts

St. Paul's School
High School (Concord, NH)

Shady Hill

Lon Brockmeier, CFP® Lon Brockmeier, CFP® Columbia, Missouri Details
Lon Brockmeier, CFP®'s A.G. Edwards & Sons, Inc. Experience 1997 - 1999
Job Financial Advisor serving Business Owners, Professionals and those in or near retirement throughout Missouri
Industry Financial Services
Experience
Brockmeier Financial Services, LLC an independent firm   July 2009 - Present
Raymond James  July 1999 - July 2009
A.G. Edwards & Sons, Inc.   1997 - 1999
Investor Services   1995 - 1997
Edward Jones  1993 - 1995
Edward Jones  1982 - 1993

Skills
Wealth Preservation, Fee-based Investment..., Portfolio Management, Retirement Planning, Wealth Management, Tax-advantaged..., Retirement Income..., IRA Rollover, Second Opinion..., Business Owner Exit..., Strategic Financial..., Risk Management, Estate Planning, Investment Advisory, Asset Management, Financial Modeling, Bond Portfolio Stress...

Education
University of Missouri-Saint Louis   1972 — 1974
Bachelor's Degree, Business Administration and Management, General

Karen Fechtor-Kritzer Karen Fechtor-Kritzer Greater Boston Area Details
Karen Fechtor-Kritzer's A.G. Edwards & Sons, Inc. Experience 2000 - 2003
Job Financial Consultant, Sr. VP at Revere Securities
Industry Financial Services
Experience
Revere Securities   February 2011 - Present
A.G. Edwards & Sons, Inc.   2000 - 2003
Fechtor, Detwiler & Co., Inc   January 1990 - 2000

Skills
Accounting, Management Consulting, Marketing Strategy, Money Management

Education
University of Southern California   1983 — 1986
BS-Accounting, Business

New Hampshire College   1981 — 1983
transferred, Business

Matthew Grahn Matthew Grahn Greater Los Angeles Area Details
Matthew Grahn's A.G. Edwards & Sons, Inc. Experience April 2005 - September 2007
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2015 - Present
Wells Fargo Advisors, LLC  January 2014 - June 2015
Wells Fargo Advisors, LLC  September 2012 - December 2013
Wells Fargo Advisors, LLC  January 2011 - August 2012
Financial Services Wirehouse   September 2007 - January 2011
A.G. Edwards & Sons, Inc.   April 2005 - September 2007

Skills
Investments, Financial Services, Finance, Financial Analysis, Financial Advisory, Asset Allocation

Education
University of Missouri-Saint Louis   2004 — 2006
Business Administration, Finance

Dan Gilligan Dan Gilligan Saint Louis, Missouri Details
Dan Gilligan's A.G. Edwards & Sons, Inc. Experience March 2005 - January 2010
Job Senior PCG Compliance Examiner at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp.  March 2015 - Present
Larson Financial Group, LLC   August 2013 - March 2015
Larson Financial Group, LLC   May 2011 - August 2013
Wells Fargo Adviosrs   March 2010 - May 2011
Wachovia Securities  October 2007 - March 2010
A.G. Edwards & Sons, Inc.   March 2005 - January 2010
Edward Jones  January 2000 - March 2005
Prudential Securities  November 1998 - December 1999
FFP Securities Inc.   August 1996 - October 1998

Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning

Education
University of Missouri-Columbia   1987 — 1989
Political Science and Government

Jason Burbach Jason Burbach Dallas/Fort Worth Area Details
Jason Burbach's A.G. Edwards & Sons, Inc. Experience 2000 - 2001
Job Business Intermediary & Consultant
Industry Financial Services
Experience
Murphy Business & Financial Corporation  2015 - Present
Exeter Finance Corp  2011 - 2014
Exeter Finance Corp  2009 - 2011
Sixth Gear Solutions  2007 - 2009
Santander Consumer USA Inc.  2004 - 2007
AmeriCredit  2001 - 2004
A.G. Edwards & Sons, Inc.   2000 - 2001
Zale  1998 - 2000

Skills
Forecasting, Data Warehousing, Finance, Budget, Credit Risk, Budgets, Risk Management, Loans, Analytics, Strategy, Analysis, Leadership, Management, Project Planning, Portfolio Management, Process Improvement, Data Analysis, Start-ups, Banking, Financial Risk, Credit, Credit Analysis, Financial Analysis, Financial Modeling, Financial Services, Loan Origination, Underwriting, Relationship Management, Consumer Lending

Education
University of North Texas   2002 — 2004
MBA, Finance

University of North Texas   1993 — 1997
Bachelor of Business Administration (BBA), Economics

Heather Blubaugh-Jefferson Heather Blubaugh-Jefferson Lakeland, Florida Area Details
Heather Blubaugh-Jefferson's A.G. Edwards & Sons, Inc. Experience 1997 - 2000
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  September 2000 - Present
A.G. Edwards & Sons, Inc.   1997 - 2000
Publix Supermarkets  1990 - 1996

Skills
Retirement Planning, Estate Planning, Financial Planning, Strategic Financial..., Marketing, Wealth Management, Investment Advisory, Retirement, Series 63, Finance, Mutual Funds, Investments, Series 7, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management..., Wealth, 401k

Education
University of South Florida - College of Business Administration
Bachelor of Science, Marketing

Kyle Eckenrodt Kyle Eckenrodt Greater St. Louis Area Details
Kyle Eckenrodt's A.G. Edwards & Sons, Inc. Experience August 2003 - September 2005
Job Sales Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  July 2015 - Present
Thomson Reuters  September 2005 - Present
Thomson Reuters  November 2009 - July 2010
A.G. Edwards & Sons, Inc.   August 2003 - September 2005
Flagstone Capital Management   August 2002 - August 2003

Skills
Investments, Salesforce.com, Account Management, Financial Markets, Customer Service, Cold Calling, Forecasting, New Business Development, Microsoft Office, Analytics, Financial Analysis, Market Research, Hedge Funds, Lead Generation, Customer Relations, Negotiation, Customer Satisfaction, Thomson One, Funding, Excel, Contract Negotiation, PowerPoint, Budgeting, Analysis, Fundraising, Billing, Team Building, Word, Contract Management, Research, Market Data, Securities, Microsoft Word, Management, Microsoft Excel, Thompson One, Sales, Invoicing, Budgets, Business Development, Sales Operations, Strategy, Sales Management, Finance, Marketing

Education
University of Missouri-Columbia   1998 — 2002
Bachelor of Science, Marketing

University of Missouri-Columbia, College of Business   1998 — 2002
Marketing, Business

Chaminade College Preparatory School   1994 — 1998

Thor Teigen Thor Teigen Minden, Nevada Details
Thor Teigen's A.G. Edwards & Sons, Inc. Experience January 1993 - January 2008
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2009 - Present
Wachovia Securities, LLC.   January 2008 - May 2009
A.G. Edwards & Sons, Inc.   January 1993 - January 2008
M.L. Stern and Co. Inc.   January 1987 - January 1993

Skills
Investments, Finance, Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Asset Management, Securities, Investment Advisory, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Series 7, Capital Markets, Series 63, Financial Planning

Education
University of Southern California   1979 — 1984
B.S., Industrial and Systems Engineering

Los Altos High School   1975 — 1979

Holds FINRA Series 7, 9, 10, 63, 66 registrations

Christopher Ollis, CFP® Christopher Ollis, CFP® Springfield, Missouri Area Details
Christopher Ollis, CFP®'s A.G. Edwards & Sons, Inc. Experience July 1997 - August 2004
Job Senior Portfolio Manager, US Bank Private Client Group
Industry Investment Management
Experience
US Bank Private Client Group  June 2011 - Present
The Commerce Trust Company  August 2004 - June 2011
A.G. Edwards & Sons, Inc.   July 1997 - August 2004

Skills
Retirement Planning

Education
University of Missouri-Columbia   1994 — 1996
MBA, Finance

University of Missouri-Columbia   1990 — 1994
BA, History

University of Missouri-Columbia   1990 — 1994
BA, Political Science

Greg Merlo Greg Merlo Greater St. Louis Area Details
Greg Merlo's A.G. Edwards & Sons, Inc. Experience May 2005 - March 2007
Job Sr. Director, Trade Marketing at AnheuserBusch InBev
Industry Food & Beverages
Experience
Anheuser-Busch InBev  May 2015 - Present
Anheuser-Busch InBev  January 2014 - May 2015
Anheuser-Busch  July 2012 - January 2014
Anheuser-Busch  January 2011 - July 2012
Anheuser-Busch, Inc.   March 2007 - June 2011
A.G. Edwards & Sons, Inc.   May 2005 - March 2007

Skills
Brand Management, Strategy, Cross-functional Team..., Product Development, Marketing Strategy, Management, Mergers & Acquisitions, Sales, Marketing, Retail, Business Development, Competitive Analysis, Forecasting, Integrated Marketing, Pricing

Education
Washington University in St. Louis - Olin Business School   2008 — 2010
MBA, Management, Marketing, Finance

University of Missouri-Columbia, College of Business   2001 — 2005
BSBA, Finance

Zack Bender Zack Bender Colorado Springs, Colorado Details
Zack Bender's A.G. Edwards & Sons, Inc. Experience May 2003 - August 2007
Job Wealth Management
Industry Financial Services
Experience
The (k) Group   2013 - Present
Rainsberger Wealth Advisors   2012 - 2013
SureAuto, Inc   October 2009 - 2012
UBS  August 2007 - September 2009
A.G. Edwards & Sons, Inc.   May 2003 - August 2007
Paragon Associates  January 2002 - March 2003
CLS Group  January 2001 - December 2001

Skills
Wealth Management, Retirement, Strategic Financial..., Financial Advisory, Investment Management, Start-ups, Business Planning, Retirement Planning, Equities, Strategic Planning, Business Development, Banking, Venture Capital, Investor Relations, Financial Services, Asset Management, Investment Banking, Asset Managment, Strategy, Securities, Due Diligence, Finance, Leadership, Funding, Wealth Management..., Financial Modeling, Private Equity, Financial Analysis, Asset Allocation, Alternative Investments, Insurance, Financial Structuring, Investments, Portfolio Management, Corporate Finance, Valuation, Series 7, Mutual Funds

Education
University of Oklahoma - Price College of Business   1996 — 2000
BBA, Management Information Systems

Ada High School

Preston Macintyre Preston Macintyre Greater Atlanta Area Details
Preston Macintyre's A.G. Edwards & Sons, Inc. Experience January 1989 - January 1991
Job C.E.O. at Spectrum Productions, Inc.
Industry Hospitality
Experience
Spectrum Productions, Inc.   January 1988 - Present
Big Sky Community Church   January 2005 - January 2007
Spectrum Entertainment Concepts, Inc.   January 1983 - January 1998
A.G. Edwards & Sons, Inc.   January 1989 - January 1991

Skills
AV, Event Management, Production Managment, Theatre, Live Events, Broadcast Pix, lighting, video, Trade Shows, Corporate Events, Live Sound, Lighting Design, Video, Video Production, Audio Engineering, Festivals, HD Video, Stage Lighting, Camera, Entertainment, Videography, Multimedia, Lighting, Event Planning, Production Management

Education
University of North Carolina at Greensboro   1984 — 1988
BS, Economics

Christ School
Diploma

Michael Ferraiuolo Michael Ferraiuolo Greater New York City Area Details
Michael Ferraiuolo's A.G. Edwards & Sons, Inc. Experience 1982 - 1991
Job
Industry Executive Office
Experience
EisnerAmper LLP  2006 - 2007
IPSA International  2003 - 2006
Yohalem Gillman & Co.   1998 - 2003
Summit Bancorporation   1996 - 1998
First Union National Bank  1995 - 1996
Dean Witter Reynolds Inc.  1994 - 1995
Magazines and More, inc   1991 - 1994
A.G. Edwards & Sons, Inc.   1982 - 1991

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Investments, Equities, Private Banking, Private Equity, Fixed Income, Hedge Funds, Employee Management, Diversified Background, Result Oriented, New Business Development, Business Services, Negotiation, Wealth Management, Strategic Partnerships, Sales

Education
University of Northern Colorado   1971 — 1975
Bachelor's degree, Communication and Media Studies

Kate Heacox Kate Heacox Charlotte, North Carolina Area Details
Kate Heacox's A.G. Edwards & Sons, Inc. Experience March 2006 - March 2007
Job Realtor/Independent Contractor
Industry Real Estate
Experience
Allen Tate Realtors  June 2014 - Present
HM Properties  December 2013 - June 2014
A.G. Edwards & Sons, Inc   March 2006 - March 2007
Allen Tate Realtors  October 2003 - October 2004
A.G. Edwards   February 2002 - January 2004

Skills
Marketing, Real Estate

Education
College of Charleston   1994 — 1997
BS, Psychology

The Aveda Institute

UNC-Chapel Hill

Vanessa D Bey Vanessa D Bey Columbus, Ohio Area Details
Vanessa D Bey's A.G. Edwards & Sons, Inc. Experience November 2000 - February 2004
Job Financial Services Operations | Client Relations | Training | Wealth Management | Planning | Relationship Building
Industry Financial Services
Experience
Core Real Estate Capital LLC   July 2015 - Present
Consultant - Financial Services Volunteer   February 2015 - July 2015
The Bishoff Financial Group   June 2007 - February 2015
VE Properties LLC   September 2004 - June 2007
Shore Morgan Young Innovative Wealth Solutions   February 2004 - September 2004
A.G. Edwards & Sons, Inc   November 2000 - February 2004
The Consulting Group of Salomon Smith Barney   August 1999 - July 2000
Capital Investors Advisory Corporation   December 1995 - August 1999
Ohio Attorney General Betty Montgomery   April 1995 - December 1995
Telhio Credit Union  April 1993 - April 1995

Skills
Retirement Planning, Strategic Financial..., Process Improvement, Customer Service, Financial Reporting, Asset Management, Financial Planning, Wealth Management, Asset Allocation, Mutual Funds, Retirement, Good written and verbal..., Relationship Building, Financial Services..., Collaborative Problem..., Compliance & Regs, eMoney Software, Wealth Preservation..., Client Relations, Investment Advisory..., Attention to Detail, Deadline Oriented, Public Speaking, Management, Leadership, Finance, Financial Services, Investments

Education
Franklin University
Bachelor’s Degree, Finance

The Ohio State University
Computer Science

Catherine Harnetz Catherine Harnetz Saint Louis, Missouri Details
Catherine Harnetz's A.G. Edwards & Sons, Inc. Experience 1997 - 2003
Job Regional Support Manager, US at Sigma Systems
Industry Telecommunications
Experience
Sigma Systems  February 2013 - Present
SAIC  2012 - 2013
SAIC  2009 - 2012
CitiMortgage  September 2003 - July 2007
A.G. Edwards & Sons, Inc.   1997 - 2003
TRI-COR Industries, Inc.   1993 - 1997

Skills
ITIL, Professional Services, Provisioning, Service Delivery, Unix, IT Service Management, Service Management, Technical Support, Vendor Management, Software Project..., 6 Sigma greenbelt, Information Security..., Client Server..., System Architecture, Enterprise Architecture, Production Assurance, Performance Management, Capacity Management, High Availability..., System Administration, Systems Management, Event Management, Routers, Network Engineering, Agile Methodologies, Business Process, Firewalls, Disaster Recovery, Security, Infrastructure, Integration, Networking, Program Management, Telecommunications, Network Security, Information Assurance, Project Management, Servers, Requirements Analysis, Troubleshooting, Cisco Technologies, Management, SDLC, Data Center, Oracle, Business Analysis, Cloud Computing

Education
University of Missouri - St. Louis   1979 — 1991
Bachelor of Science (BS), Business Administration, Management Information Systems

University of Missouri-Saint Louis
BS BA MIS, Information Technology

Theresa Stone Theresa Stone Saint Petersburg, Florida Details
Theresa Stone's A.G. Edwards & Sons, Inc. Experience December 2001 - August 2004
Job Recruiting Professional for Financial Advisors
Industry Financial Services
Experience
Raymond James Financial Inc.  January 2013 - Present
Raymond James & Associates, Inc.   August 2010 - June 2012
Raymond James & Associates, Inc.   November 2009 - August 2010
Raymond James & Associates, Inc.   September 2008 - August 2010
Raymond James & Associates, Inc.   August 2004 - September 2008
A.G. Edwards & Sons, Inc.   December 2001 - August 2004
Commerce Bank  1999 - 1999

Skills
Portfolio Management, Financial Analysis, Bloomberg, Stocks, Investment Management, Investment Advisory, Asset Allocation, Sales, Recruiting, Portfolio Performance..., Modern Portfolio Theory, Managing Events, Critical Thinking, Social Networking, Reading People, Client Presentation, Onboarding, Time Management, Finance, Financial Services, Training, Marketing, Business Development, Separately Managed..., Financial Markets, Wealth Management..., Series 7, Mutual Funds

Education
University of South Florida - College of Business Administration   2004 — 2008
Bachelor of Science (BS), Finance, General

FINRA
Series 7 & 66

Elda Seener, MBA Elda Seener, MBA Greater St. Louis Area Details
Elda Seener, MBA's A.G. Edwards & Sons, Inc. Experience 1994 - 2009
Job LPL Financial Consultant, Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management, LLC   2009 - Present
A.G. Edwards & Sons, Inc.   1994 - 2009

Education
Tsuda Business College, Tokyo, Japan   1986 — 1986
Japanese Business Program, International Business

University of Missouri-Saint Louis
BSBA, Business Administration, Marketing Emphasis

Webster University
MBA, International Business

Drew Takacs Drew Takacs Greater San Diego Area Details
Drew Takacs's A.G. Edwards & Sons, Inc. Experience October 2003 - January 2004
Job CRM at Home Legal Source
Industry Legal Services
Experience
Home Legal Source   February 2009 - August 2009
Dunhill Marketing & Insurance   2006 - 2008
7city Learning  January 2007 - April 2007
Incisive Media  2005 - 2006
AIG Advisor Group  January 2004 - May 2005
A.G. Edwards & Sons, Inc.   October 2003 - January 2004
A.G. Edwards & Sons, Inc.   July 2003 - October 2003
A.G. Edwards & Sons, Inc.   June 1998 - July 2002

Education
University of Rhode Island   1993 — 1997
Bachelor of Sciences, Communications

Jeffry Reed Jeffry Reed Greater St. Louis Area Details
Jeffry Reed's A.G. Edwards & Sons, Inc. Experience December 1997 - February 2002
Job Senior Vice President at The Commerce Trust Company
Industry Financial Services
Experience
Commerce Bank - The Commerce Trust Company   December 2012 - Present
Kendall Advisory Group, LLC   August 2012 - December 2012
Eclipse Capital Management, Inc.   June 2010 - August 2012
Kendall Advisory Group, LLC   February 2010 - June 2010
Clayton Capital Partners  June 2006 - April 2009
The Fortune Group   May 2002 - May 2006
A.G. Edwards & Sons, Inc.   December 1997 - February 2002
A.G. Edwards & Sons, Inc.   March 1994 - December 1997
A.G. Edwards & Sons, Inc.   November 1989 - February 1994
Prudential Securities  January 1988 - September 1989

Skills
Mergers, Corporate Finance, Private Equity, Investment Banking, Relationship Management, Business Development, Negotiation, Value-added, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Investment Management, Due Diligence, Entrepreneurship, Financial Services, New Business Development, Strategy, Management, Mergers & Acquisitions, Asset Management, Wealth Management, Executive Management, Banking, Sales, Financial Advisory, Commercial Banking, Finance, Strategic Financial..., Alternative Investments, Private Banking, Valuation, Venture Capital, Corporate Development, Asset Allocation, Securities, Capital Markets, Equities, Investment Strategies, Hedge Funds, Mutual Funds, Series 7, Credit, Fixed Income, Investment Advisory, Loans, Commercial Lending, Risk Management, Financial Structuring, Funding

Education
Washington University in St. Louis - Olin Business School   1980 — 1983
MBA, Finance

University of Missouri-Columbia, College of Business   1975 — 1979
BSBA, Finance & Banking

Kirkwood HS   1971 — 1975

Ted Patchet, CEBS Ted Patchet, CEBS San Francisco Bay Area Details
Ted Patchet, CEBS's A.G. Edwards & Sons, Inc. Experience May 1992 - May 1995
Job Partner, Account Executive at Hewitt Associates, Inc.
Industry Human Resources
Experience
Aon Hewitt  March 2008 - Present
MassMutual Financial Group  May 1996 - March 2008
University of California, Office of the President  June 1995 - May 1996
A.G. Edwards & Sons, Inc.   May 1992 - May 1995

Skills
Employee Benefits, 401k, Retirement, Team Building, Series 7

Education
University of San Francisco   1994 — 1996
Master of Arts, Sports & Fitness Management

University of Nevada-Reno   1987 — 1992
Bachelor of Science, Finance

Ronald Page Ronald Page Greater Denver Area Details
Ronald Page's A.G. Edwards & Sons, Inc. Experience 1991 - 1995
Job Managing Director & Limited Partner at DOWNING INVESTMENT PARTNERS, L.P.
Industry Financial Services
Experience
DOWNING INVESTMENT PARTNERS, L.P., New York, NY   March 2015 - Present
REF-CHEM, LLC, Odessa, Texas   January 1999 - Present
STUDENT LOAN LIQUIDITY PARTNERS, Castle Rock, CO   April 2008 - Present
MAIN STREET POWER COMPANY, INC.   October 2013 - March 2015
GCO Education Loan Funding   September 2004 - April 2007
GMAC Education Loan Funding   December 2002 - September 2004
Nelnet  January 1996 - September 2001
A.G. Edwards & Sons, Inc   1991 - 1995

Skills
Finance, Financial Analysis, Loans, Accounting, Strategic Planning, Management, Mergers & Acquisitions, Due Diligence, Leadership, Securitization, Investments, Capital Markets, Analysis, Executive Management, Strategy, Portfolio Management, New Business Development, Bonds, Risk Management, Credit, Financial Structuring, Business Development, Entrepreneurship, Marketing, Investment Banking, Business Strategy, Financial Modeling, Valuation, Management Consulting, Business Planning, Asset Management, Financial Risk, Securities, Trading, Corporate Finance, Sales, Start-ups, Venture Capital, Private Equity, Banking, Financial Services, Derivatives, Credit Analysis, Structured Finance, Funding, Credit Risk, Equities, Project Management, Strategic Financial..., Restructuring

Education
American University   1972 — 1975
MPA, Policy Analysis

University of Colorado Boulder   1967 — 1971
BS, Business

Richard Blume II, CFP, CTFA Richard Blume II, CFP, CTFA Greater St. Louis Area Details
Richard Blume II, CFP, CTFA's A.G. Edwards & Sons, Inc. Experience August 1990 - September 2005
Job Vice President Trust Officer at Midwest Trust Company of Missouri
Industry Financial Services
Experience
Midwest Trust Company of Missouri   August 2012 - Present
Enterprise Bank & Trust  September 2005 - August 2012
A.G. Edwards & Sons, Inc.   August 1990 - September 2005

Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Succession Planning, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Investment Management, Trusts, Financial Advisory, Wealth, Certified Financial..., Financial Planning

Education
Vianney High School   1980 — 1984

University of Missouri-Saint Louis
Business Adminstration, Finance

Danielle Bateman Girondo Danielle Bateman Girondo Greater St. Louis Area Details
Danielle Bateman Girondo's A.G. Edwards & Sons, Inc. Experience June 2000 - May 2002
Job Senior Director of Marketing & Advertising at SaveALot
Industry Marketing and Advertising
Experience
Save-A-Lot  February 2012 - Present
The Rivers Casino  December 2009 - October 2010
Parx Casino (Formerly Philadelphia Park Casino)   January 2007 - May 2009
Parx Casino (Formerly Philadelphia Park Casino)   January 2007 - May 2009
Harrah's Entertainment  June 2005 - December 2006
Merrill Lynch  May 2002 - June 2004
A.G. Edwards & Sons, Inc.   June 2000 - May 2002

Skills
Brand Management, Marketing Strategy, CRM, Start-ups, Analytics, Competitive Analysis, Strategy, Direct Marketing, Marketing, Financial Services, Leadership, Cross-functional Team..., Integrated Marketing, Social Networking, Budgets, Customer Service, Analysis, Management, Strategic Planning, Public Relations, Mobile Marketing, Advertising, Direct Mail, Sales

Education
University of Pennsylvania - The Wharton School   2004 — 2007
MBA, Strategy and Marketing

Washington University in St. Louis   1996 — 2000
BSBA, Finance and Accounting

Lafayette

Nicole Pollard Nicole Pollard Greater St. Louis Area Details
Nicole Pollard's A.G. Edwards & Sons, Inc. Experience March 2007 - May 2009
Job Registered Sales Associate II at Frontier Wealth Advisors of Raymond James
Industry Financial Services
Experience
Frontier Wealth Advisors of Raymond James   May 2009 - Present
A.G. Edwards & Sons, Inc.   March 2007 - May 2009
Long Beach Mortgage  March 2006 - February 2007

Education
University of Missouri-Saint Louis

Chip Alario Chip Alario Sarasota, Florida Area Details
Chip Alario's A.G. Edwards & Sons, Inc. Experience May 1996 - January 2008
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird  2012 - Present
Wells Fargo Advisors  January 2008 - March 2012
A.G. Edwards & Sons, Inc.   May 1996 - January 2008
Prudential Securities, Inc.   December 1993 - May 1996

Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies

Education
University of North Carolina at Chapel Hill   1983 — 1988
Bachelor of Arts (BA), Chemistry, Industrial Relations

Megan Duncan Smith Megan Duncan Smith New York, New York Details
Megan Duncan Smith's A.G. Edwards & Sons, Inc. Experience June 2005 - July 2007
Job Senior Program Manager at Redbox
Industry Retail
Experience
Redbox  December 2014 - Present
Redbox  January 2012 - November 2014
Redbox  January 2010 - December 2011
Brown Gibbons Lang & Company  July 2007 - December 2009
A.G. Edwards & Sons, Inc.   June 2005 - July 2007

Skills
Analytics, Business Strategy, Project Management, Mergers & Acquisitions, Operations Management, Financial Modeling, Competitive Analysis, Investment Banking, Restructuring, Retail, Consumer Products, Data Analysis, Management, Operations Improvement, Team Leadership

Education
University of Missouri-Columbia   2000 — 2005
Bachelor’s Degree, Bachelor of Science and Business Administration – Emphasis on Finance and Banking

Jouni Silvennoinen Jouni Silvennoinen Palm Beach, Florida Details
Jouni Silvennoinen's A.G. Edwards & Sons, Inc. Experience January 1996 - January 2001
Job Vice President Branch Manager at PNC Bank
Industry Banking
Experience
PNC Bank  April 2015 - Present
Palm Beach Wealth Group, LLC   March 2010 - April 2015
WACHOVIA BANK / WELLS FARGO  March 2006 - March 2010
RAYMOND JAMES INVESTMENTS   March 2002 - March 2005
Prudential Securities  May 2001 - May 2002
A.G. EDWARDS & SONS, INC   January 1996 - January 2001
DMG SECURITIES   June 1996 - August 1996

Skills
Banking, Wealth Management, Investments, Loans, Investment Strategies, Asset, Employee Benefits, Annuities, Mortgage, Financial Planning, Financial Analysis, Insurance, Credit, Asset Management, Commercial Lending, Equities, Sales Management, Corporate Finance, Commercial Banking, Mergers, Securities, Real Estate, Customer Relations, Retail, Strategic Planning, Negotiation, Change Management, New Business Development, Account Management, Private Banking, Excel, Portfolio Management, Accounting, Management Consulting, Operations Management, Employee Relations, Retirement Planning, Fundraising, Microsoft Office, Wealth, Risk Management, Compliance, Series 7, PowerPoint, Customer Service, Word, Mutual Funds, Investment Banking, Small Business Lending, Alternative Investments

Education
Santaluces   1997 — 2001
Hign School Degree

Florida Atlantic University   1993 — 1995
Bachelor of Science, Economics

DePauw University   1991 — 1993
BS, Economics

Mark Maness Mark Maness West Des Moines, Iowa Details
Mark Maness's A.G. Edwards & Sons, Inc. Experience 1993 - 2006
Job Deployment Analyst at Athene USA
Industry Information Technology and Services
Experience
Athene USA  January 2013 - Present
Wells Fargo Home Mortgage  October 2012 - January 2013
Transamerica  August 2012 - September 2012
US Strategic Command via McCallie Associates, Inc.   November 2010 - July 2012
Monsanto  January 2008 - June 2010
Anheuser-Busch Companies, Inc.   September 2006 - December 2007
A.G. Edwards & Sons, Inc.   1993 - 2006

Skills
Security Clearance, DoD, ITIL, Top Secret, Service Management, Software Engineering, SCCM, MSI, Altiris, Wise Packaging Studio, Knowledge Sharing, Test Management, Technical Support, Software Documentation, SharePoint, Informatica, Linux, Putty, WinSCP, IBM Mainframe, IBM AS/400, Windows XP, Citrix, Unix, SDLC, System Deployment

Education
University of Missouri-Columbia   1980 — 1985
BS, General Science Education

University of Missouri-Columbia

Allan Chavarria Allan Chavarria Reno, Nevada Details
Allan Chavarria's A.G. Edwards & Sons, Inc. Experience May 2006 - September 2006
Job "If opportunity doesn't knock, build a door Milton Berle".
Industry Banking
Experience
Freedom Road Financial   September 2011 - Present
Greater Nevada Credit Union  April 2010 - July 2011
State Farm Agent Marilyn Lewis   August 2008 - March 2010
Carson City  October 2006 - July 2007
A.G. Edwards & Sons, Inc.   May 2006 - September 2006
Costco Wholesale  June 2004 - August 2006

Skills
Time Management, Public Speaking, Marketing, Teamwork, Financial Analysis, Sales, Leadership, Social Networking, Entrepreneurship, Management, PowerPoint, Project Planning, Social Media, Microsoft Office, Facebook, Customer Service, Human Resources, Finance, Accounts Receivable, Employee Benefits, Microsoft Word, Microsoft Excel, Team Building

Education
University of Nevada-Reno
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Western Nevada College
Associate of Arts (A.A.), Genreal Studies

Jake Lindquist Jake Lindquist Greater St. Louis Area Details
Jake Lindquist's A.G. Edwards & Sons, Inc. Experience May 1999 - September 2005
Job General Accounting Manager at Nidec Motor Corporation
Industry Accounting
Experience
Nidec Motor Corporation  June 2013 - Present
Nidec Motor Corporation  August 2012 - June 2013
RubinBrown LLP  April 2010 - August 2012
Ernst & Young  September 2005 - April 2010
A.G. Edwards & Sons, Inc.   May 1999 - September 2005

Skills
Internal Controls, Sarbanes-Oxley, GAAP, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Internal Audit, Accounting, Assurance, SEC filings, US GAAP, Financial Analysis, Account Reconciliation, Due Diligence, Financial Statements

Education
University of Missouri-Saint Louis   1997 — 2002
BS, Accounting & Management Information Systems

Melissa Argo Melissa Argo Greater St. Louis Area Details
Melissa Argo's A.G. Edwards & Sons, Inc. Experience January 1998 - March 2000
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2005 - Present
A.G. Edwards Trust Company FSB   March 2000 - March 2005
A.G. Edwards & Sons, Inc.   January 1998 - March 2000
A.G. Edwards & Sons, Inc.   June 1992 - January 1998

Education
University of Missouri-Columbia   1993 — 1997
Bachelor of Arts, English

Ryan Olsta Ryan Olsta Greater Milwaukee Area Details
Ryan Olsta's A.G. Edwards & Sons, Inc. Experience 2000 - 2004
Job Managing Director Investment Banking at Cleary Gull Inc.
Industry Investment Banking
Experience
Cleary Gull  September 2004 - Present
A.G. Edwards & Sons, Inc.   2000 - 2004

Skills
Valuation, Business Valuation, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, M&A experience, Investments, Financial Analysis, Venture Capital, Business Strategy, Mergers & Acquisitions, Alternative Investments, Corporate Development, Equities, Asset Management

Education
Washington University in St. Louis - Olin Business School   1999 — 2001
MBA, Business

University of Notre Dame   1992 — 1996
BBA, Accounting

Lisa Alpart Firestone Lisa Alpart Firestone Charlotte, North Carolina Area Details
Lisa Alpart Firestone's A.G. Edwards & Sons, Inc. Experience June 1995 - August 1998
Job Marketing Leader at Synchrony Financial
Industry Marketing and Advertising
Experience
Synchrony Financial  August 2014 - Present
GE Capital  September 2005 - July 2014
American Express  August 2000 - August 2005
A.G. Edwards & Sons, Inc.   June 1995 - August 1998

Skills
Cross-functional Team..., Segmentation, Strategy, Competitive Analysis, CRM, Marketing, Marketing Strategy, Analytics, Leadership, Management, Strategic Planning, Financial Services, Database Marketing, Portfolio Management, Credit Cards

Education
University of Pennsylvania - The Wharton School   1998 — 2000
MBA, Marketing, Strategic Planning

Washington University in St. Louis   1991 — 1995
BSBA, Finance, Management

Donna Krainert(Schoenhardt) Donna Krainert(Schoenhardt) Greater St. Louis Area Details
Donna Krainert(Schoenhardt)'s A.G. Edwards & Sons, Inc. Experience March 1993 - January 1998
Job
Industry Information Technology and Services
Experience
Wells Fargo Advisors  March 2007 - Present
A.G. Edwards   April 2006 - March 2007
A.G. Edwards   April 2004 - March 2006
A.G. Edwards   March 2003 - March 2004
A.G. Edwards & Sons, Inc.   March 1993 - January 1998

Skills
Testing, Change Management, Usability Testing, Leadership, Visio, Vendor Management, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Requirements Gathering, Project Management, User-centered Design, SharePoint, Analysis, SDLC, PMP, Business Intelligence, IT Strategy, Relationship Management, Management, Software Documentation, Enterprise Architecture, Information Technology, Software Development, DB2, SOA, User Interface, Agile Methodologies, SQL, Release Management, Program Management, ITIL, Systems Analysis, Data Warehousing, Data Center, Process Improvement, Project Portfolio..., MS Project, PMO

Education
University of Missouri-Saint Louis   1980 — 1985
B.S.

Chris Gluck Chris Gluck Greater St. Louis Area Details
Chris Gluck's A.G. Edwards & Sons, Inc. Experience May 2003 - August 2003
Job Business Intelligence Analyst at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services  March 2005 - Present
BAM Advisor Services  March 2005 - Present
A.G. Edwards & Sons, Inc.   May 2003 - August 2003

Skills
Business Intelligence, SSRS, SSAS, Wealth Management, Portfolio Management, SSIS, T-SQL, Data Warehousing, Analysis Services, Microsoft SQL Server, Data Analysis, Database Design, Crystal Reports, ETL, Visual Studio, Finance, Investments

Education
University of Missouri-Columbia, College of Business   2000 — 2004
Bachelor of Science in Business Administration, Finance & Banking Major, Economics Minor

David Alpert David Alpert Greater New York City Area Details
David Alpert's A.G. Edwards & Sons, Inc. Experience June 2007 - August 2007
Job Technical Recruiter at Datto, Inc.
Industry Human Resources
Experience
Datto, Inc.   February 2015 - Present
Higher One  February 2013 - February 2015
Bridge Technical Solutions  February 2010 - January 2013
City of New Haven Office of Economic Development   November 2009 - March 2010
RS Consulting  January 2008 - May 2008
A.G. Edwards & Sons, Inc.   June 2007 - August 2007

Skills
Technical Recruiting, Staffing Services, Sourcing, Talent Acquisition, Applicant Tracking..., Leadership, Consulting, Permanent Placement, Sales, Temporary Placement, Program Management, Screening Resumes, Internet Recruiting, Contract Recruitment, Screening, Management, Recruiting, Interviews, Account Management, Talent Management, Business Development, Human Resources, Temporary Staffing, Vendor Management, College Recruiting, Benefits Negotiation, Staff Augmentation

Education
University of Rhode Island - College of Business Administration   2006 — 2009
B.A., Business Administration and Management, General, 3.4/4.0

John Temple John Temple Phoenix, Arizona Area Details
John Temple's A.G. Edwards & Sons, Inc. Experience August 1982 - December 1999
Job Director Capital Markets
Industry Marketing and Advertising
Experience
American Gas & Technology   April 2014 - Present
CapitalLink360   May 2012 - April 2014
1031PropertyWatch   January 2001 - April 2014
Unison Partners Inc.   March 2009 - December 2010
OMNI Brokerage  2001 - 2009
Temple Securities Inc.   January 1990 - 2000
A.G. Edwards & Sons, Inc.   August 1982 - December 1999
Double D Realty   June 1976 - December 1980

Skills
Asset Managment, Web Content Management, Investments, Real Estate, Asset Management, Investment Strategies, Portfolio Management, Securities, Private Equity, Loans, Entrepreneurship, Alternative Investments, Venture Capital, Strategic Financial..., Commercial Real Estate, Investors, Financial Advisory, Marketing, Investment Advisory, Sales, Real Estate Development, Investment Properties, Finance, Due Diligence, Series 7, Management, Brokerage, Estate Planning, Real Estate Economics, Retirement Planning, Mutual Funds, Foreclosures, Real Estate Transactions, Real Estate Financing, Wealth Management, Disposition, Property, Financial Services, Mergers & Acquisitions, Series 63, IRAs

Education
University of Oregon   1978 — 1980
BS, Finance

Antwone Belle Antwone Belle Greater St. Louis Area Details
Antwone Belle's A.G. Edwards & Sons, Inc. Experience May 1998 - August 2001
Job Financial & Real Estate Professional
Industry Real Estate
Experience
Urban League of Greater Atlanta- Young Professionals, Atlanta, GA   August 2012 - May 2013
Keller Williams Realty St. Louis  November 2008 - July 2012
AT&T  August 2003 - November 2008
U.S. Bank   September 2001 - August 2003
A.G. Edwards & Sons, Inc.   May 1998 - August 2001
A,G, Edwards & Sons, Inc   May 1995 - May 1998

Skills
Investment Properties, REO, Investors, Real Estate, Leadership, Residential Homes, Sellers, Property, Investments, Marketing, Banking, Finance, Financial Analysis, Brokerage, Sales, Logistics, Procurement, Supply Chain Management, Consulting, Government Laws &..., Legal Compliance, Management, Team Building, Contract and Negotions, Customer Service, Supervisory Experience, Telecommunications, Telemarketing, HUD, HUD Foreclosures, Investment Management, Selling, Buyers, Referrals

Education
University of Missouri-Saint Louis
Bachelor of Science, Public Administration & Policy

University of Missouri-Saint Louis
Bachelor of Science, Criminal Justice

Chris Carril Chris Carril Greater St. Louis Area Details
Chris Carril's A.G. Edwards & Sons, Inc. Experience 1989 - 2002
Job Vice PresidentTax Planning and Strategy at Maritz LLC
Industry Consumer Goods
Experience
Maritz Holdings, Inc.   January 2011 - Present
Furniture Brands International  2008 - January 2011
Sigma-Aldrich Corporation  2002 - 2008
A.G. Edwards & Sons, Inc.   1989 - 2002

Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Forecasting, Financial Reporting, CPA, Payroll, Budgets, Strategic Planning, General Ledger, Cost Accounting, Variance Analysis, Tax

Education
University of Missouri-Saint Louis   1986 — 1990
BSBA, Accounting

St. Louis University High School   1982 — 1986

Todd Grizzle, CFA Todd Grizzle, CFA Greater St. Louis Area Details
Todd Grizzle, CFA's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job Investment Consultant at Fiduciary Advisors, Inc.
Industry Investment Management
Experience
Fiduciary Advisors, Inc.   2002 - Present
A.G. Edwards & Sons, Inc.   2000 - 2002
RubinBrown LLP  1998 - 2001
Boatman's Bank  1996 - 1998

Skills
401k, Pensions, Retirement, Profit Sharing, ERISA, Defined Benefit, Mutual Funds, Portfolio Management, Investments, Qualified Retirement..., Investment Management, Retirement Planning, Asset Allocation, Due Diligence, Financial Analysis

Education
University of Missouri-Saint Louis   1993 — 1999
Business Administration, Finance

Michael Van Allen, PMP Michael Van Allen, PMP Greater San Diego Area Details
Michael Van Allen, PMP's A.G. Edwards & Sons, Inc. Experience January 2001 - May 2004
Job PMP Certified Project Management Professional
Industry Information Technology and Services
Experience
Enterprise Holdings, Inc  June 2004 - Present
A.G. Edwards & Sons, Inc   January 2001 - May 2004
Systems Consultants, Inc  December 1999 - January 2001
Hubbard Street Dance   February 1996 - October 1999
Getty's Group   January 1994 - January 1996
Northlight Theatre  January 1991 - January 1994
Pegasus Players  January 1990 - January 1991
Halsted Theatre Center   January 1988 - January 1990
Apollo Theatre   January 1986 - January 1988

Education
DePaul University
Certification

University of Wisconsin-Stevens Point   1980 — 1985
BS

Kathy Buck Kathy Buck Greater St. Louis Area Details
Kathy Buck's A.G. Edwards & Sons, Inc. Experience June 1998 - June 2008
Job Technology Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2010 - Present
Wells Fargo Advisors, LLC  January 2010 - July 2010
Wachovia Securities  July 2008 - February 2010
A.G. Edwards & Sons, Inc.   June 1998 - June 2008
MasterCard  September 1995 - June 1998
Western Union  February 1993 - September 1995
AgriBank, FCB  1984 - 1993

Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project

Education
University of Missouri-Saint Louis
BS Business Administration - Accounting

Anne Widmer Anne Widmer Greater St. Louis Area Details
Anne Widmer's A.G. Edwards & Sons, Inc. Experience October 1990 - January 2004
Job External Reporting Accountant at Washington University in St. Louis
Industry Higher Education
Experience
Washington University in St. Louis  January 2004 - Present
A.G. Edwards & Sons, Inc.   October 1990 - January 2004

Skills
Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, PeopleSoft, Sarbanes-Oxley, Internal Controls, Financial Reporting, Microsoft Excel, Auditing, Financial Modeling, Finance, Microsoft Word, Accounting, Management, Leadership

Education
University of Missouri-Saint Louis   1986 — 1990
BSBA, Accounting Emphasis

Notre Dame High School   1982 — 1986

MPB

Terri Hurst Terri Hurst Greater St. Louis Area Details
Terri Hurst's A.G. Edwards & Sons, Inc. Experience July 1996 - February 2008
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2014 - Present
Wells Fargo Advisors  July 1996 - November 2014
A.G. Edwards & Sons, Inc.   July 1996 - February 2008
U.S Army Reserves  August 1989 - February 2000

Skills
Visio, SDLC, SharePoint, Business Analysis, Vendor Management, Disaster Recovery, Project Management, Change Management, Enterprise Architecture, Active Directory, Software Documentation, Cloud Computing, Data Center, ITIL, Integration, MS Project, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Security, Testing, Program Management, Troubleshooting

Education
University of Missouri-Columbia   1987 — 1991
Bachelor of Arts, English with Minor in Military Science

Brian I. Pultman, CFP® Brian I. Pultman, CFP® Greater St. Louis Area Details
Brian I. Pultman, CFP®'s A.G. Edwards & Sons, Inc. Experience 1993 - 2007
Job Managing DirectorInvestment Officer Pultman Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2007 - Present
A.G. Edwards & Sons, Inc.   1993 - 2007

Skills
Investments, Retirement Planning, Financial Advisory, Asset Allocation, Investment Strategies, Strategic Planning, Financial Services, Retirement, Retirement Savings, Mutual Funds, 401k, Fixed Annuities, Insurance, Financial Reporting, Risk Management, Wealth, Alternative Investments, Bonds, Equities, Life Insurance, Pensions, Relationship Management, Securities, Retirement Plan..., Fixed Income, Estate Investment..., Executive Management, Investment Products, Fee Base

Education
University of Missouri-Columbia, College of Business   1979 — 1983
BSBA, Marketing & Finance

Ladue HIgh School   1976 — 1979

Old Bonhomme Elementary

William G Armstrong Jr CFP® William G Armstrong Jr CFP® Greater St. Louis Area Details
William G Armstrong Jr CFP®'s A.G. Edwards & Sons, Inc. Experience 1985 - 1987
Job Senior Portfolio Manager at Edward Jones Trust Company
Industry Financial Services
Experience
Edward Jones Trust Company  August 2011 - Present
W. G. Armstrong Financial Services   January 2010 - August 2011
Target Financial & Insurance Services   2007 - 2009
U.S. Bank   1998 - 2006
Old Second National Bank  1993 - 1998
Citizens Banking Corporation  1987 - 1993
A.G. Edwards & Sons, Inc   1985 - 1987

Skills
Cash Management, Accounting, CRM, Economics, Key Account Management, Client Presentation, Wealth Management, Strategic Financial..., Asset Managment, Portfolio Management, Trust Services, Asset Allocation, Finance, Asset Management, Mutual Funds, Financial Services, Securities, Financial Planning

Education
College for Financial Planning   2010 — 2011

Michigan State University   1978 — 1981
BA, Business, Marketing

Novato High School   1971 — 1974

Matt Logan Matt Logan Greensboro/Winston-Salem, North Carolina Area Details
Matt Logan's A.G. Edwards & Sons, Inc. Experience 2004 - 2005
Job Matt Logan is a CERTIFIED FINANCIAL PLANNER(tm) professional.
Industry Financial Services
Experience
Matt Logan Inc   2005 - Present
A.G. Edwards & Sons, Inc.   2004 - 2005
Medfusion  2002 - 2003

Skills
Retirement Planning, Asset Managment, Retirement, Asset Allocation, Series 7, Life Insurance, Personal Financial..., Financial Planning for..., Financial Planning for..., Independent, Fee-based..., Wealth Management, Insurance, Investments, Investment Advisory, Investment Management, Financial Planning for..., Sales, Asset Management, Strategic Financial..., Financial Advisory

Education
University of North Carolina at Chapel Hill   1999 — 2001
BA, Economics

ASIJ   1996 — 2001
High School, High School/Secondary Diplomas and Certificates

Ken Panu Ken Panu Greater St. Louis Area Details
Ken Panu's A.G. Edwards & Sons, Inc. Experience December 1999 - March 2007
Job Programmer/Analyst at HDIS, Inc.
Industry Computer Software
Experience
HDIS, Inc.   February 2009 - Present
Anheuser-Busch InBev  March 2007 - December 2008
A.G. Edwards & Sons, Inc.   December 1999 - March 2007
Bank of America  February 1996 - December 1999
Edward Jones  October 1995 - February 1996
General American  July 1993 - October 1995
Credit Systems, Inc.   July 1985 - July 1993
Edison Brothers, Inc.   December 1981 - July 1985

Skills
JCL, CICS, Requirements Gathering, Mainframe, Account Management, Process Improvement, Software Documentation, Microsoft Office, Requirements Analysis, Data Analysis, Databases, Oracle, Integration, Business Analysis, Vendor Management, SQL, Visio, SDLC

Education
University of Missouri - St. Louis   1990 — 1992
BS, Computer Science/Employee Management

Meramec Community College   1978 — 1981
AAS, Data Processing

University of Phoenix   2013 — 2013
PMP - Project Management Professional Certification

Mehlville Senior High School   1973 — 1977

Stephen East Stephen East Greater St. Louis Area Details
Stephen East's A.G. Edwards & Sons, Inc. Experience 1994 - 2003
Job Senior Managing Director & Partner at ISI Group
Industry Financial Services
Experience
ISI Group  February 2012 - Present
Ticonderoga Securities LLC  January 2010 - January 2012
Pali Capital, Inc.   May 2007 - January 2010
Susquehanna International Group  2005 - 2007
Fiduciary Asset Management  2003 - 2005
A.G. Edwards & Sons, Inc   1994 - 2003
Monsanto  1988 - 1994

Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management

Education
Arkansas State University
BS, Finance

University of Missouri-Columbia, College of Business
MBA

Tony Feissle Tony Feissle Greater St. Louis Area Details
Tony Feissle's A.G. Edwards & Sons, Inc. Experience February 1996 - August 2007
Job Consultant at Microsoft
Industry Computer Software
Experience
Microsoft  September 2007 - Present
A.G. Edwards & Sons, Inc.   February 1996 - August 2007
Wachovia Securities  2007 - 2007
AG Edwards & Sons, Inc.   2006 - 2007
AG Edwards  1999 - 2005
National Benevolent Association  1985 - 1994

Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL

Education
University of Missouri-Saint Louis   1981 — 1985
Bachelor of Science (B.S.), Information Technology

Sally Frankenreiter Sally Frankenreiter Greater St. Louis Area Details
Sally Frankenreiter's A.G. Edwards & Sons, Inc. Experience 1992 - 2009
Job Sr. Applications Engineer at AG Edwards
Industry Financial Services
Experience
Wells Fargo Advisors (formerly Wachovia Securities)   1992 - Present
A.G. Edwards & Sons, Inc.   1992 - 2009

Education
University of Missouri-Columbia   1982 — 1985

Chris Grimmer Chris Grimmer Jackson, Mississippi Details
Chris Grimmer's A.G. Edwards & Sons, Inc. Experience March 2004 - July 2007
Job Technology Consultant
Industry Information Technology and Services
Experience
Mississippi Department of Information Technology Services  April 2013 - Present
Grace Fellowship Church  May 2011 - May 2013
Lampasas Truck & Automotive Service   October 2011 - March 2012
Hope For Tomorrow  June 2008 - October 2011
Benny Boyd Chrysler, Dodge, Jeep   August 2007 - April 2008
A.G. Edwards & Sons, Inc.   March 2004 - July 2007
A.G. Edwards & Sons, Inc.   May 2000 - March 2004
Revolutionary Consulting, LLC   June 1999 - January 2003
Ungerboeck Software International  November 1996 - June 1999

Skills
SDLC, Management, Software Documentation, Software Development, C#, Process Improvement

Education
University of Missouri-Saint Louis   1993 — 1996

Patrick Larson Patrick Larson Greater St. Louis Area Details
Patrick Larson's A.G. Edwards & Sons, Inc. Experience September 2006 - November 2008
Job ETL Developer
Industry Financial Services
Experience
Wells Fargo Home Mortgage  August 2011 - Present
Wells Fargo Advisors, LLC  2008 - July 2011
A.G. Edwards & Sons, Inc.   September 2006 - November 2008
A.G. Edwards & Sons, Inc.   March 2005 - July 2007
A.G. Edwards & Sons, Inc.   March 2003 - March 2005
A.G. Edwards & Sons, Inc.   February 2001 - March 2003
A.G. Edwards & Sons, Inc.   June 1997 - January 2001
May Merchandising Company  June 1993 - May 1997
Central Hardware Inc.   May 1990 - June 1993
A.G. Edwards & Sons, Inc.   January 1987 - May 1990

Education
University of Missouri-Saint Louis   1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior

Jim Penilla Jim Penilla Greater St. Louis Area Details
Jim Penilla's A.G. Edwards & Sons, Inc. Experience 1998 - 2007
Job Vice President, Investment Banking Wachovia Securities
Industry Investment Banking
Experience
Wachovia Securities  January 1998 - Present
A.G. Edwards & Sons, Inc.   1998 - 2007

Education
University of Notre Dame   1991 — 1995

Sherri Holtgrieve Sherri Holtgrieve Greater St. Louis Area Details
Sherri Holtgrieve's A.G. Edwards & Sons, Inc. Experience November 1993 - October 2007
Job Human Resources Consultant
Industry Financial Services
Experience
Wells Fargo Advisors  January 2009 - Present
Wachovia Securities  January 2008 - January 2009
A.G. Edwards & Sons, Inc.   November 1993 - October 2007

Education
University of Missouri-Columbia, College of Business   1979 — 1983
Bachelor of Science, Administrative Management

James Browning James Browning Greater St. Louis Area Details
James Browning's A.G. Edwards & Sons, Inc. Experience 2003 - 2007
Job at Stifel Nicolaus
Industry Law Practice
Experience
Stifel Nicolaus  August 2009 - Present
Wells Fargo Advisors, LLC  May 2009 - August 2009
Wachovia Securities LLC  October 2007 - May 2009
A.G. Edwards & Sons, Inc.   2003 - 2007
Blackwell Sanders Peper Martin, LLP  2001 - 2003

Skills
FINRA, Corporate Law, Arbitration, Securities, Securities Regulation, Securities Litigation

Education
University of Missouri-Columbia
B.A.

Washington University in St. Louis School of Law
J.D.

Chris Brusatti Chris Brusatti Greater St. Louis Area Details
Chris Brusatti's A.G. Edwards & Sons, Inc. Experience March 2001 - January 2008
Job Vice President Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Advisors  September 2015 - Present
Wells Fargo Advisors  September 2011 - August 2015
Wells Fargo Advisors  January 2008 - September 2011
A.G. Edwards & Sons, Inc.   March 2001 - January 2008
A. G. Edwards Trust Company   2001 - 2008
A.G. Edwards & Sons, Inc.   June 1999 - March 2001
A.G. Edwards & Sons, Inc.   September 1994 - June 1999

Skills
Business Analysis, Documentation, Problem Solving, Planning

Education
University of Missouri-Saint Louis   1988 — 1993
BS, Business Administration, Managment Information Systems

Emily Fotheringham Emily Fotheringham Provo, Utah Area Details
Emily Fotheringham's A.G. Edwards & Sons, Inc. Experience September 2006 - June 2007
Job owner of Zen Products LLC, stay at home mom, and cashier at Ridley's
Industry Executive Office
Experience
ModusLink  August 2010 - January 2014
Express Personnel Services  October 2007 - December 2009
Raymond James  July 2007 - August 2007
A.G. Edwards & Sons, Inc   September 2006 - June 2007

Skills
Management, Payroll, Customer Service, Employee Relations, Microsoft Excel, Microsoft Office, Team Building, Applicant Tracking..., Leadership, Human Resources

Education
Brigham Young University   2000 — 2004
BA, Anthropology

Glen Firns Glen Firns Greater St. Louis Area Details
Glen Firns's A.G. Edwards & Sons, Inc. Experience 1999 - 2003
Job Manager Process Analysis and Quality Assurance at Washington University in St. Louis
Industry Financial Services
Experience
Washington University in St. Louis  August 2009 - Present
Italgrani USA, Washington University   October 2008 - October 2009
A.G. Edwards & Sons   2003 - July 2008
A.G. Edwards & Sons, Inc.   1999 - 2003
A.G. Edwards & Sons, Inc.   1995 - 1999
A.G. Edwards & Sons, Inc.   1989 - 1995

Skills
Project Management, Systems Analysis, SQL, Testing, Quality Assurance, Troubleshooting, Visio, Leadership, Management, Software Documentation, SDLC, Change Management, Virtualization, Java, Analysis, Business Process..., Business Analysis, Integration, Business Intelligence, Team Leadership, Microsoft SQL Server, Data Analysis, Software Development, Enterprise Software, MS Project, Software Project..., Databases, IT Management, Requirements Gathering, SharePoint, Program Management, Vendor Management, Process Improvement

Education
University of Missouri-Saint Louis   1983 — 1986
BS – Business, Magna Cum Laude honors, Dual Emphasis – Management Science, Management Information Systems

Michelle Beczkala Michelle Beczkala Greater St. Louis Area Details
Michelle Beczkala's A.G. Edwards & Sons, Inc. Experience 1999 - Present
Job Supervisor at Wachovia
Industry Information Technology and Services
Experience
Wachovia  SupervisorA. G. Edwards1999 - Present
A.G. Edwards & Sons, Inc.   1999 - Present

Education
University of Missouri-Saint Louis

Jeff Luu Jeff Luu Greater St. Louis Area Details
Jeff Luu's A.G. Edwards & Sons, Inc. Experience 2000 - 2002
Job Leader (Manager) at MasterCard
Industry Information Technology and Services
Experience
MasterCard  August 2014 - Present
MasterCard  April 2012 - August 2014
Maritz  July 2007 - April 2012
Anheuser-Busch Companies, Inc.   March 2003 - July 2007
Application Engineering Group  2003 - 2007
A.G. Edwards & Sons, Inc.   2000 - 2002
Washington University School of Medicine  1997 - 2000

Skills
Visio, Disaster Recovery, Business Analysis, Active Directory, SharePoint, Process Improvement, Windows Server, SDLC, ITIL, Project Management, Vendor Management, Troubleshooting, Virtualization, VMware, Servers, IIS, Change Management, Requirements Gathering, System Administration, Software Documentation, Requirements Analysis, Microsoft Reporting..., Windows Services, Data Center, Microsoft SQL Server, Enterprise Architecture

Education
University of Missouri-Saint Louis   1996 — 2001
BSBA, Management

Trey Villines Trey Villines Greater St. Louis Area Details
Trey Villines's A.G. Edwards & Sons, Inc. Experience 2000 - Present
Job Release Coordinator at HealthLink
Industry Financial Services
Experience
Healthlink  2008 - Present
A.G. Edwards & Sons, Inc.   2000 - Present
A.G.Edwards   May 2006 - May 2008
Wachovia Securities  2000 - 2008
Daugherty Systems  1998 - 2000

Education
University of Missouri-Rolla   1990 — 1995

Stephen Bardon, CPA Stephen Bardon, CPA Greater St. Louis Area Details
Stephen Bardon, CPA's A.G. Edwards & Sons, Inc. Experience November 1998 - October 2004
Job Senior Audit Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, N.A.   January 2015 - Present
Wells Fargo Bank, NA  December 2013 - January 2015
Wells Fargo Advisors  June 2008 - December 2013
A.G. Edwards Trust Company FSB   June 2006 - December 2007
A.G. Edwards   October 2004 - June 2006
A.G. Edwards & Sons, Inc.   November 1998 - October 2004
Ernst & Young LLP  February 1997 - November 1998
Boatmen's Bancshares, Inc.   December 1984 - February 1997

Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning

Education
University of Missouri-Saint Louis   1974 — 1978
Bachelor of Science Business Administration, Accounting

Lillian Norris Lillian Norris Waynesville, North Carolina Details
Lillian Norris's A.G. Edwards & Sons, Inc. Experience October 2007 - April 2008
Job Healing Touch and Holistic Health Practitioner, Wellbeing For All and Pediatric Nurse Practitioner, Haywood Pediatrics
Industry Health, Wellness and Fitness
Experience
Wellbeing For All   August 2012 - Present
Haywood Pediatric and Adolescent Medicine Group, P.A.   August 2009 - Present
Mountain BizWorks  May 2008 - July 2009
A.G. Edwards & Sons, Inc.   October 2007 - April 2008
Jeffrey W. Norris and Associates, PLLC   September 2003 - July 2007

Skills
Energy Healing, Wellness, Relaxation, Healing Touch, Stress Management, clinical hypnosis, Marketing, guided imagery, Pediatrics, Marketing for Small..., Entrepreneurship..., Business Networking, integrative medicine, animal healing touch, Retreat Leader, Small Business, Public Speaking, Nursing, Holistic Health

Education
University of Pennsylvania   1995 — 1996
MSN, Pediatric Primary Care Nurse Practitioner

University of Pennsylvania   1985 — 1989
BSN, Nursing

Jeffrey Hochstadt Jeffrey Hochstadt Greater Denver Area Details
Jeffrey Hochstadt's A.G. Edwards & Sons, Inc. Experience 1996 - 1998
Job Senior Vice President Finance at Western Union
Industry Financial Services
Experience
Western Union  2006 - Present
First Data Corporation  2004 - 2006
Morgan Stanley Capital International  2002 - 2004
IBM Strategy and Change (Formerly Mainspring)   2000 - 2002
A.G. Edwards & Sons, Inc.   1996 - 1998
Price Waterhouse  1994 - 1996

Skills
Business Strategy, Competitive Analysis, Strategy

Education
University of Pennsylvania - The Wharton School   1998 — 2000
MBA

Washington University in St. Louis   1990 — 1994
BSBA, Business

Thomas Jefferson High School

Kerry Bell, CFP® Kerry Bell, CFP® Huntsville, Alabama Area Details
Kerry Bell, CFP®'s A.G. Edwards & Sons, Inc. Experience December 2001 - December 2007
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James  May 2014 - Present
Wells Fargo Advisors  May 2009 - May 2014
Wachovia Securities  January 2008 - April 2009
A.G. Edwards & Sons, Inc.   December 2001 - December 2007

Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading

Education
University of North Alabama   1993 — 1998
BS, Finance

Huntsville High   1987 — 1991

Jonathan Compton Jonathan Compton Greater St. Louis Area Details
Jonathan Compton's A.G. Edwards & Sons, Inc. Experience 1994 - 1994
Job Director, Tax and Planning at Charlesbank Capital Partners
Industry Hospital & Health Care
Experience
Charlesbank Capital Partners  August 2015 - Present
TLC Vision  July 2002 - May 2015
Francis Howell North Band Boosters Association   2007 - 2009
bioMerieux  1998 - 2002
Arthur Andersen LLP  1995 - 1998
A.G. Edwards & Sons, Inc.   1994 - 1994

Skills
Accounting, Tax, Corporate Tax, Sarbanes-Oxley Act, Management, Financial Reporting, Mergers & Acquisitions, Corporate Finance, General Ledger, Internal Controls, Budgets, Payroll, Process Improvement, Risk Management, Financial Analysis, Forecasting, Auditing, Microsoft Excel, Account Reconciliation, Human Resources, Strategic Planning

Education
University of Missouri-Saint Louis   1990 — 1995
Bachelor of Science, Business Administration

University of Missouri-Rolla   1989 — 1990

Tony Pusateri Tony Pusateri Greater St. Louis Area Details
Tony Pusateri's A.G. Edwards & Sons, Inc. Experience 1983 - 2008
Job BOND TRADER at Edward Jones
Industry Financial Services
Experience
Edward Jones  July 2008 - Present
Edward Jones  2008 - Present
Edward Jones  2008 - Present
Edward Jones  2008 - 2010
A.G. Edwards   1983 - 2008
A.G. Edwards & Sons, Inc.   1983 - 2008

Education
University of Missouri-Saint Louis   1979 — 1983

Joel Vollmer, CSOP Joel Vollmer, CSOP Greater St. Louis Area Details
Joel Vollmer, CSOP's A.G. Edwards & Sons, Inc. Experience September 1990 - March 2008
Job Risk and Compliance Officer Edward Jones
Industry Financial Services
Experience
Edward Jones  July 2011 - Present
Edward Jones Trust Company  March 2008 - Present
A.G. Edwards & Sons, Inc.   September 1990 - March 2008

Skills
Account Reconciliation, Wealth Management, Accounting, Auditing, Securities, Financial Risk, Leadership, Analysis

Education
University of Missouri-Columbia   1985 — 1990

Colleen Mueller Colleen Mueller Greater St. Louis Area Details
Colleen Mueller's A.G. Edwards & Sons, Inc. Experience 2000 - 2005
Job Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2008 - Present
Heartland Wholesale Funding (formerly Creve Cor Mortgage)   July 2006 - December 2007
Creve Cor Mortgage   January 2005 - July 2006
A.G. Edwards & Sons, Inc.   2000 - 2005

Education
University of Missouri-Saint Louis   1996 — 2000
BS, Business

Rockwood summit   1993 — 1996

Our Lady of Sorrows

Bill (George William Ott, III) Ott Bill (George William Ott, III) Ott Greater Los Angeles Area Details
Bill (George William Ott, III) Ott's A.G. Edwards & Sons, Inc. Experience August 1996 - August 2002
Job Investment Adviser Representative
Industry Investment Management
Experience
Principal Financial Group  May 2012 - Present
American - Sino Consulting   December 2010 - May 2012
BNY Mellon  May 2008 - December 2010
Wedbush Securities  October 2004 - May 2008
City National Bank  August 2002 - October 2004
A.G. Edwards & Sons, Inc.   August 1996 - August 2002
Merrill Lynch  May 1993 - August 1996
Crowell, Weedon & Co.   January 1987 - May 1993
Dean Witter Reynolds Inc.  August 1984 - January 1987
KPMG  August 1982 - August 1984

Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63

Education
University of Southern California
BS, Business Administration

John Kondrick John Kondrick Greater St. Louis Area Details
John Kondrick's A.G. Edwards & Sons, Inc. Experience February 1989 - May 2005
Job Applications Systems Engineer 5 at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  October 2013 - Present
Wells Fargo Advisors  September 2012 - January 2014
Pronto Progress  November 2011 - April 2012
Wells Fargo Advisors  June 2010 - October 2011
MasterCard Worldwide  August 2008 - July 2009
Edward Jones  November 2007 - May 2008
Express Scripts  2006 - 2007
A.G. Edwards & Sons, Inc.   February 1989 - May 2005

Skills
COBOL, JCL, DB2, Databases, CICS, Mainframe, TSO, IBM Mainframe, Testing, z/OS, Program Management, ERP, SQL, SDLC, Visio, Microsoft SQL Server, Business Analysis, Systems Analysis, Requirements Gathering, Microsoft Access, Data Migration, Software Documentation

Education
University of Missouri-Saint Louis   1979 — 1986
BSBA, Management Information Systems, General

Maureen Brinker Rathnakumar Maureen Brinker Rathnakumar Greater Chicago Area Details
Maureen Brinker Rathnakumar's A.G. Edwards & Sons, Inc. Experience August 2005 - April 2006
Job Vice President, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   June 2014 - Present
J.P. Morgan Asset Management   January 2013 - June 2014
JPMorgan Chase  November 2009 - April 2012
Susquehanna International Group  April 2006 - September 2008
A.G. Edwards & Sons, Inc.   August 2005 - April 2006
State Street  November 2003 - August 2005

Education
University of Missouri-Columbia, College of Business   1998 — 2002
BS, Finance

Kara Helmkamp Kara Helmkamp Asheville, North Carolina Area Details
Kara Helmkamp's A.G. Edwards & Sons, Inc. Experience July 2003 - February 2005
Job Editor at Lark Books
Industry Publishing
Experience
Lark Books  October 2007 - Present
Lark Books  October 2005 - October 2007
Asheville Art Museum  February 2005 - October 2005
A.G. Edwards & Sons, Inc.   July 2003 - February 2005

Education
University of North Carolina at Chapel Hill   1999 — 2003
BA, Photojournalism

Mark Witte Mark Witte Greater St. Louis Area Details
Mark Witte's A.G. Edwards & Sons, Inc. Experience 2003 - 2008
Job Treasurer and Board Member at Jetty East Condominium Association
Industry Financial Services
Experience
SF Advisors, LLC   December 2011 - Present
Jetty East Condominium Association   January 2015 - Present
Realty and Associates   May 2012 - Present
Cruise Planners - All 4 Vacations, LLC   March 2011 - Present
Self Employed  January 1987 - Present
Coldwell Banker Gundaker  April 2009 - May 2012
Stern Brothers  2008 - 2009
Wachovia Securities  2008 - 2008
A.G. Edwards & Sons, Inc.   2003 - 2008
Coldwell Banker Gundaker  1997 - 2003

Skills
Series 7, Bonds, Investments, Securities, Asset Managment, Capital Markets, Investment Banking, Risk Management, Real Estate, Strategic Planning, Investment Advisory, Asset Management, Project Finance, Commodity, Series 63, Financial Advisory, Valuation, Business Strategy, Analysis, Financial Modeling, Entrepreneurship, Finance, Portfolio Management, Strategy, Due Diligence, Alternative Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Financial Services, Entrepreneurship..., Entrepreneurship..., FINRA, Equities, Hedge Funds, Financial Planning, Management, Corporate Finance, Banking, Wealth Management, Mergers & Acquisitions, Sales

Education
University of Missouri-Saint Louis   1982 — 1986
BSBA, Accounting

Oakville Senior High

Timothy J. Dwyer Timothy J. Dwyer Greater St. Louis Area Details
Timothy J. Dwyer's A.G. Edwards & Sons, Inc. Experience February 1996 - March 2004
Job Vice President / Senior Compliance Consultant Compliance Department at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  September 2012 - Present
Wells Fargo Advisors  April 2008 - September 2012
Wells Fargo Advisors  March 2004 - April 2008
A.G. Edwards & Sons, Inc.   February 1996 - March 2004
A.G. Edwards & Sons, Inc.   February 1991 - February 1996

Skills
Investments, Series 7, Equities, Equity Research, Financial Modeling, Capital Markets, Due Diligence, FINRA, Series 24, Finance, Financial Services, Series 63, Securities, Valuation, Financial Analysis, Asset Allocation

Education
University of Missouri-Saint Louis
BSBA

Bill Parrott, CFP® Bill Parrott, CFP® Austin, Texas Area Details
Bill Parrott, CFP®'s A.G. Edwards & Sons, Inc. Experience August 2006 - April 2008
Job President and CEO at Parrott Wealth Management
Industry Financial Services
Experience
Parrott Wealth Management   September 2015 - Present
Charles Schwab  April 2008 - September 2015
A.G. Edwards & Sons, Inc.   August 2006 - April 2008
Morgan Stanley  January 1990 - August 2006

Skills
Finance, Leadership, Wealth Management, Investments, Mutual Funds, Retirement Planning, Nonprofits, Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Strategic Planning, Financial Planning, Securities, Alternative Investments, 401k, Personal Financial..., Investment Management, Options Strategies, Charitable Gift Planning, Philanthropy, Equity Trading

Education
University of San Diego   1984 — 1988
B.B.A., Business

Arcadia High School   1980 — 1983

Keith Polishook Keith Polishook Greater New York City Area Details
Keith Polishook's A.G. Edwards & Sons, Inc. Experience September 2000 - January 2006
Job Account Manager at U.S. Lock
Industry Wholesale
Experience
U.S. Lock   June 2015 - Present
Broadview Networks  September 2013 - May 2015
All-Island Media  February 2013 - September 2013
Cablevision  September 2010 - February 2013
Innovative Planning Services   January 2006 - August 2008
A.G. Edwards & Sons, Inc.   September 2000 - January 2006
Prudential Securities, Inc.   November 1990 - September 2000

Skills
Call Centers, Customer Retention, Sales, Customer Satisfaction, Account Management, Telecommunications, Customer Service, Sales Management, Sales Process, Sales Operations, Customer Experience, Sales Presentations, Team Leadership, Solution Selling, Management, New Business Development, Investments, Fixed Annuities, Variable Annuities, Life Insurance, Term Life Insurance, Whole Life, Mutual Funds, Equities, Fixed Income, Asset Management, Tactical Asset...

Education
SUNY College at Purchase   1982 — 1984
Bachelor of Arts, Mathematics and Computer Science

University of Pennsylvania   1979 — 1981

Ardsley high school   1975 — 1979

Jonathan Reeder Jonathan Reeder Saint Louis, Missouri Details
Jonathan Reeder's A.G. Edwards & Sons, Inc. Experience November 2003 - September 2007
Job Equities Research Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities, LLC  November 2003 - Present
Wachovia, A Wells Fargo Company  October 2007 - July 2009
A.G. Edwards & Sons, Inc.   November 2003 - September 2007

Skills
Financial Analysis, Financial Modeling, Valuation, Developing Client..., Developing Corporate..., Report Writing

Education
University of Notre Dame   1999 — 2003
BA, Finance, Accounting

Mary Niederschmidt Mary Niederschmidt Greater St. Louis Area Details
Mary Niederschmidt's A.G. Edwards & Sons, Inc. Experience March 1997 - December 2004
Job Decision Support Analyst at SLU
Industry Information Technology and Services
Experience
SLU  March 2009 - March 2010
A.G. Edwards & Sons, Inc.   March 1997 - December 2004
Edward Jones  October 1995 - March 1997

Education
Washington University in St. Louis   1995 — 2000
B.S., Information Management

University of Missouri-Columbia   1990 — 1993
B.A., Psychology

Pavel Nikiforovitch Pavel Nikiforovitch Greater St. Louis Area Details
Pavel Nikiforovitch's A.G. Edwards & Sons, Inc. Experience August 1995 - March 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
A.G. Edwards & Sons, Inc.   August 1995 - March 2009

Education
University of Missouri-Saint Louis   1991 — 1992
Bachelor of Science, Computer Science

Rose Ann Gruchala, CMP Rose Ann Gruchala, CMP Greater St. Louis Area Details
Rose Ann Gruchala, CMP's A.G. Edwards & Sons, Inc. Experience September 1998 - May 2007
Job Catering Sales Manager at Hilton St. Louis Frontenac
Industry Hospitality
Experience
Hilton St. Louis Frontenac  September 2013 - Present
Hilton St. Louis Frontenac  October 2010 - September 2013
Crowne Plaza St. Louis Clayton   August 2009 - April 2010
Hyatt Regency St. Louis Riverfront   September 2007 - February 2010
Adam's Mark Hotel St. Louis   1993 - 2008
A.G. Edwards & Sons, Inc.   September 1998 - May 2007

Skills
Customer Service, Hospitality Management, Front Office, Hospitality Industry, Hotel Management, Event Planning, Event Management, Trade Shows, Menu Development, Revenue Analysis, Meeting Planning, Catering, Hospitality, Hotels, Weddings, OnQ, Rooms Division

Education
Webster University   1996 — 1998
MA, HR--Training & Development

University of Missouri-Columbia   1971 — 1973
BS Secondary Education--Life, Social Sciences; Sociology

Clare Wilhelm Clare Wilhelm Greater St. Louis Area Details
Clare Wilhelm's A.G. Edwards & Sons, Inc. Experience 1983 - 2007
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2009 - Present
Wachovia Securities, LLC  October 2007 - December 2008
A.G. Edwards & Sons, Inc.   1983 - 2007
ag edwards  1983 - 2007
A.G. Edwards   1983 - 2007

Education
University of Missouri-Saint Louis   1979 — 1983
BS, Business Administration/Management Information Systems

Sam Guerrieri Sam Guerrieri Buffalo, New York Details
Sam Guerrieri's A.G. Edwards & Sons, Inc. Experience April 1988 - January 1990
Job Senior Vice President at M&T Bank & CEO of M&T Securities, Inc.
Industry Banking
Experience
M&T Bank  January 1996 - Present
Citi  February 1990 - December 1995
A.G. Edwards & Sons, Inc.   April 1988 - January 1990

Skills
Banking, Commercial Lending, Financial Services, Investments, Loans, Management, Mutual Funds, Retail Banking, Risk Management, Sales, Securities, Credit, Financial Analysis, Portfolio Management, Wealth Management

Education
University of Rochester   1983 — 1987
Bachelor of Arts (BA), Psychology

Timothy Westrich Timothy Westrich Greater St. Louis Area Details
Timothy Westrich's A.G. Edwards & Sons, Inc. Experience February 2005 - November 2007
Job Principal at Mercer
Industry Investment Management
Experience
Mercer Investments  March 2013 - Present
Mercer Investments  January 2011 - February 2013
Hammond Associates  July 2009 - December 2010
Hammond Associates  November 2007 - July 2009
A.G. Edwards & Sons, Inc.   February 2005 - November 2007
Edward Jones  July 2004 - February 2005
Edward Jones  June 2003 - June 2004

Skills
Alternative Investments, Investment Banking, Financial Modeling, Marketing, Asset Allocation, Investments, Hedge Funds, Investment Management, Equities, Private Equity

Education
University of Missouri-Columbia   1999 — 2003
BSBA, Finance/Banking, Real Estate, Economics

Jack Dwyer, CFA, CAIA Jack Dwyer, CFA, CAIA Greater St. Louis Area Details
Jack Dwyer, CFA, CAIA's A.G. Edwards & Sons, Inc. Experience 1999 - 2005
Job Investment Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investments  January 2011 - Present
CFA Society of St. Louis   2011 - 2015
Notre Dame Club of St. Lous   January 2010 - December 2011
Hammond Associates  June 2006 - January 2011
Army National Guard  May 1999 - September 2007
A.G. Edwards & Sons, Inc.   1999 - 2005
US Army  May 1996 - May 1999

Skills
Asset Allocation, Investments, Portfolio Management, Investment Advisory, Fixed Income, Alternative Investments, Asset Management, Investment Management, Leadership, Valuation, Mutual Funds, Financial Modeling, Equities, Capital Markets, Hedge Funds, Investment Strategies, Financial Analysis, Military, Private Equity, Wealth Management, Financial Advisory, Bonds, Venture Capital, Financial Markets, Corporate Finance, Financial Services, Trading, Economics, High Net Worth..., Emerging Markets, Military Leadership, Fund Of Funds, Derivatives, Hedging, Wealth Management...

Education
Washington University in St. Louis - Olin Business School   2000 — 2003
MBA, Finance

University of Notre Dame   1992 — 1996
BBA, Finance and Business Economics

Chaminade College Prep   1986 — 1992

Stephen Musser, CFA Stephen Musser, CFA Des Moines, Iowa Area Details
Stephen Musser, CFA's A.G. Edwards & Sons, Inc. Experience September 1993 - December 2001
Job Sr Product Manager at Principal Funds
Industry Investment Management
Experience
Principal Funds  December 2013 - Present
Principal Funds  April 2011 - November 2013
Independent Consultant  2010 - March 2011
Holmes Murphy Financial Services  April 2010 - August 2010
Principal Global Investors  December 2001 - May 2009
A.G. Edwards & Sons, Inc.   September 1993 - December 2001
May Department Stores  February 1990 - September 1993
McDonnell Douglas  February 1989 - February 1990

Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence, Research, Valuation, Equity Research, DCF, Equity Valuation, Writing Skills, Money Management, Fundamental Research, Portfolio Management, Value Investing, Stock Picking, Sector Analysis, Buy-side, Sell Side, Alternative Investments, Wealth Management, Investments, portfolio construction, Portfolio Optimization, Securities, Strategic Financial..., Bloomberg, Finance, Financial Services, Risk Management, Equities, Analysis

Education
University of Missouri-Columbia   1987 — 1988
MBA, Finance

University of Missouri-Columbia   1982 — 1986
BA, Economics

DeSmet   1978 — 1982

Shelly Meyer Shelly Meyer Portland, Oregon Area Details
Shelly Meyer's A.G. Edwards & Sons, Inc. Experience 1989 - 1994
Job Sr. Communications Officer and Editor at Lewis & Clark College
Industry Higher Education
Experience
Lewis & Clark College  1998 - Present
St. Louis Science Center  1994 - 1998
A.G. Edwards & Sons, Inc.   1989 - 1994

Skills
Publications, Media Relations, Newsletters, Editing, Non-profits, Copy Editing, Social Media, Press Releases, Copywriting, Photoshop, Community Outreach, Strategic Communications, Volunteer Management, Fundraising, Event Planning, Research, Adobe Creative Suite, Nonprofits, Alumni Relations, Graphic Design, Public Speaking, InDesign, Public Relations, Web Content, Speech Writing, Content Development

Education
Washington University in St. Louis   1987 — 1989
M.A., English

University of Nebraska-Lincoln   1983 — 1987
B.A., English

Dan Whitney Dan Whitney Greater St. Louis Area Details
Dan Whitney's A.G. Edwards & Sons, Inc. Experience January 2004 - May 2008
Job Vice President Branch Exams at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2013 - Present
Wells Fargo Advisors  May 2008 - July 2013
A.G. Edwards & Sons, Inc.   January 2004 - May 2008
US Bancorp Investments Inc, Formerly Firstar Investments   December 2001 - January 2004
Firstar Investment Services, Inc   September 2000 - December 2001
Morgan Stanley Dean Witter  August 1999 - August 2000

Skills
Investments, Financial Services, Mutual Funds, Anti Money Laundering, Securities, Series 7, Financial Risk, Management, FINRA, Series 63, Leadership, Equities, Finance, Insurance, Risk Management, Analysis

Education
University of Missouri-Columbia   2006 — 2009
Bachelor's degree, Finance and Financial Management Services

Terry Peterson, CFA Terry Peterson, CFA Greater St. Louis Area Details
Terry Peterson, CFA's A.G. Edwards & Sons, Inc. Experience 2000 - 2007
Job Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2008 - Present
A.G. Edwards & Sons, Inc.   2000 - 2007

Skills
Series 7, Mutual Funds, Asset Management, Wealth Management

Education
University of Missouri-Columbia   1990 — 1992
Bachelor of Science (B.S.), Business Administration, Finance

University of Wyoming   1988 — 1990

Georgia Flamm Georgia Flamm Greater St. Louis Area Details
Georgia Flamm's A.G. Edwards & Sons, Inc. Experience April 1998 - February 2002
Job Transition & Transformation Project Manager at IBM (Consultant with Collabera)
Industry Information Technology and Services
Experience
IBM  July 2015 - Present
IBM  July 2011 - March 2015
Independent  October 2008 - July 2011
AT&T / Fujitsu Consulting   February 2006 - October 2008
AT&T / NextGen Information Services (Consultant)   October 2004 - August 2005
A.G. Edwards & Sons, Inc.   April 1998 - February 2002
Associated Equipment Corporation   March 1990 - April 1998

Skills
Systems Analysis, VoIP, Resource Management, Enterprise Software, Requirements Analysis, System Deployment, Vendor Management, Budgets, Information Technology, Project Planning, Strategic Planning, Troubleshooting, SDLC, Program Management, Project Management, Business Analysis, Technical Recruiting, Management, Integration, Process Improvement, Testing, PMO, IT Infrastructure...

Education
University of Missouri-Saint Louis
BSBA, Management of Information Sytems

Paula Tarrant Paula Tarrant Greater St. Louis Area Details
Paula Tarrant's A.G. Edwards & Sons, Inc. Experience June 1999 - January 2001
Job Systems Engineer at Enterprise Holdings
Industry Information Technology and Services
Experience
Enterprise Holdings  September 2013 - Present
Tarrant Technologies   September 2009 - August 2013
Wachovia, A Wells Fargo Company  January 2001 - September 2009
A.G. Edwards & Sons, Inc.   June 1999 - January 2001
Lindner Mutual Funds   January 1997 - January 1999
Lindner Mutual Funds   January 1995 - June 1997
Lindner Mutual Funds   January 1993 - January 1995

Skills
Unix, Disaster Recovery, Visio, Integration, Requirements Analysis, Linux, Testing, Enterprise Architecture, VMware, Software Development, Windows Server, Agile Methodologies, Active Directory, Operating Systems

Education
University of Missouri - St. Louis

Jeannie Layton Jeannie Layton United States Details
Jeannie Layton's A.G. Edwards & Sons, Inc. Experience July 2002 - December 2005
Job
Industry Veterinary
Experience
Pine Valley Animal Hospital   2006 - Present
A.G. Edwards & Sons, Inc.   July 2002 - December 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
University of North Carolina at Wilmington   1975 — 1979
Bachelor of Arts (B.A.), History

Deborah Diamond Deborah Diamond Greater St. Louis Area Details
Deborah Diamond's A.G. Edwards & Sons, Inc. Experience September 2000 - February 2002
Job Experienced Accounting/IT Consultant
Industry Management Consulting
Experience
The Fitness Edge & Several Other Small Businesses   January 1995 - Present
Petropolis, Inc.   March 2004 - October 2009
A.G. Edwards & Sons, Inc.   September 2000 - February 2002
MasterCard  March 1999 - August 2000
Monsanto  April 1996 - August 1999
Anheuser-Busch  November 1989 - March 1996
Enable  November 1988 - September 1989

Education
University of Missouri-Saint Louis
BS, Accounting

Elaine Conway Elaine Conway Greater St. Louis Area Details
Elaine Conway's A.G. Edwards & Sons, Inc. Experience 2005 - 2008
Job Vice President, Marketing Director
Industry Financial Services
Experience
Scottrade, Inc.   2012 - Present
Wells Fargo Advisors  2010 - 2012
Wachovia Securities  2008 - 2010
A.G. Edwards & Sons, Inc.   2005 - 2008
A.G. Edwards   1985 - 2005

Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy

Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing

Gina Hufford Gina Hufford Greater St. Louis Area Details
Gina Hufford's A.G. Edwards & Sons, Inc. Experience April 2004 - April 2006
Job Senior Financial Analyst at Mercy
Industry Hospital & Health Care
Experience
Mercy  January 2013 - Present
St. John's Mercy Health Care   April 2008 - December 2012
Elekta/Computerized Medical Systems, Inc.   April 2006 - April 2008
Elekta  2006 - 2008
A.G. Edwards & Sons, Inc.   April 2004 - April 2006
Saint Louis Zoo  April 2000 - April 2004

Education
University of Missouri-Columbia   1993 — 1996
Finance & Banking, Finance

University of Missouri-Saint Louis   1992 — 1993
N/A, General

Kerry MacDonald (Taylor) Kerry MacDonald (Taylor) Greater Boston Area Details
Kerry MacDonald (Taylor)'s A.G. Edwards & Sons, Inc. Experience January 2007 - February 2007
Job Senior Commercial Lines Financial Analyst at Electric Insurance Company
Industry Insurance
Experience
Electric Insurance Company  March 2015 - Present
Electric Insurance Company  October 2013 - March 2015
Electric Insurance Company  January 2012 - October 2013
Electric Insurance Company  June 2010 - January 2012
Endicott College School of Business Case Writing Team   September 2008 - June 2010
Converse, Inc  September 2009 - December 2009
Washington Savings Bank  June 2008 - August 2009
Hospice of the North Shore  January 2008 - February 2008
A.G. Edwards & Sons, Inc   January 2007 - February 2007

Education
Endicott College   2006 — 2010
Bachelor of Science, Business Administration; Financial Management

Janet (Ward) Price Janet (Ward) Price Springfield, Missouri Area Details
Janet (Ward) Price's A.G. Edwards & Sons, Inc. Experience July 1999 - July 2005
Job Team Lead Business Intelligence & Analytics
Industry Hospital & Health Care
Experience
Cerner Corporation  November 2012 - Present
CoxHealth  July 2005 - November 2012
A.G. Edwards & Sons, Inc.   July 1999 - July 2005
Wave Technologies  1995 - 1999

Skills
Cerner, Healthcare Information..., Healthcare, HIPAA, SharePoint, Provider Relations, EMR, Visio, Revenue Cycle, Troubleshooting, Microsoft Excel, Microsoft Office, Hospitals, Experienced Business..., Software Project..., Microsoft SQL Server, Microsoft CRM, IntelliCred Physician..., Customer Service, Customer Support, Reporting Systems, Microsoft Dynamics, Technical Writing, Technical Training, Visio Diagramming, Risk Monitoring, Team Management, Project Management

Education
University of Phoenix   2009 — 2011
Bachelor's degree, Information Technology

University of Missouri-Saint Louis   1987 — 1991
Bachelor's degree, Accounting

Joan Lingeman Joan Lingeman United States Details
Joan Lingeman's A.G. Edwards & Sons, Inc. Experience January 1992 - May 2002
Job Administrative Professional at J.W. Terrill
Industry
Experience
J.W. Terrill   November 2005 - Present
A.G. Edwards & Sons, Inc.   January 1992 - May 2002

Education
University of Missouri-Columbia
Bachelor's degree, Communication, General

Gary Feldman Gary Feldman Eugene, Oregon Details
Gary Feldman's A.G. Edwards & Sons, Inc. Experience September 1990 - September 2008
Job Financial Consultant, Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  June 2015 - Present
D.A. Davidson Companies   September 2008 - June 2015
A.G. Edwards & Sons, Inc.   September 1990 - September 2008

Education
University of Oregon   1973 — 1978
Bachelor’s Degree, Economics

Michelle Matava Michelle Matava Greater St. Louis Area Details
Michelle Matava's A.G. Edwards & Sons, Inc. Experience 1997 - 2004
Job Valuation Services Stone Carlie
Industry Financial Services
Experience
Stone Carlie  March 2012 - Present
Huber, Ring, Helm & Co., P.C.   March 2009 - February 2012
Klaris Thomson & Schroeder   2004 - 2009
A.G. Edwards & Sons, Inc.   1997 - 2004
Arthur Andersen  October 1988 - September 1997

Skills
Business Valuation, Valuation, Financial Reporting, Litigation Support, Investment Banking, Financial Advisory, Tax, Mergers, Due Diligence, Forensic Accounting, Investments, Financial Analysis

Education
University of Missouri-Columbia, College of Business   1985 — 1987
MBA

Tara Forrest Tara Forrest Greater New York City Area Details
Tara Forrest's A.G. Edwards & Sons, Inc. Experience July 1996 - July 2000
Job Mutual Fund Program Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2010 - Present
Morgan Stanley Smith Barney  August 2010 - Present
Morgan Stanley Smith Barney  March 2006 - August 2010
Morgan Stanley Smith Barney  July 2000 - March 2006
Mutual Funds, Money Markets   July 2000 - March 2006
A.G. Edwards & Sons, Inc   July 1996 - July 2000

Skills
Risk Management, Financial Services, Project Delivery, Series 7, Stakeholder Management, Business Analysis, Wealth Management, Project Management, Strategic Financial..., Relationship Management, Financial Analysis, Alternative Investments, Management, Derivatives, Equities, Series 24, Securities, Series 63, Hedge Funds, Options, Mutual Funds, Trading, Investment Advisory, ETFs, Fixed Income, Investment Strategies, Investment Banking, Financial Advisory, Asset Allocation, Financial Modeling, FINRA

Education
Bryant University   2004 — 2006
Master of Business Administration (MBA)

Bryant University
Masters of Business Administration

California State University
Bachelor of Science, Business Administration

California State University-Fullerton
BS, Business, Management, Marketing, and Related Support Services

Manuel Pyles Manuel Pyles United States Details
Manuel Pyles's A.G. Edwards & Sons, Inc. Experience February 1970 - October 2007
Job Senior Vice President Lead Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2007 - Present
A.G. Edwards & Sons, Inc.   February 1970 - October 2007

Skills
Investments

Education
University of Missouri-Saint Louis   1973 — 1977
Master of Business Administration (MBA)

Jaclyn Thies Jaclyn Thies Greater St. Louis Area Details
Jaclyn Thies's A.G. Edwards & Sons, Inc. Experience 2003 - 2005
Job Stay At Home Mom at Non
Industry Staffing and Recruiting
Experience
Non  July 2011 - Present
Wells Fargo Advisors  2008 - 2010
Wachovia Securities  2005 - 2009
A.G. Edwards & Sons, Inc.   2003 - 2005

Skills
Compliance, Series 7, Series 66, Series 9, Series 10, Series 14

Education
University of Missouri - St. Louis   1996 — 2000
BSBA, Finance

Jeff Semrad Jeff Semrad Lincoln, Nebraska Details
Jeff Semrad's A.G. Edwards & Sons, Inc. Experience September 2001 - March 2009
Job Investment Consultant at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services  March 2009 - Present
A.G. Edwards & Sons, Inc.   September 2001 - March 2009

Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Finance

Jack E. Klein Jack E. Klein Greater San Diego Area Details
Jack E. Klein's A.G. Edwards & Sons, Inc. Experience July 1993 - January 2008
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2008 - Present
A.G. Edwards & Sons, Inc.   July 1993 - January 2008

Education
University of Southern California   1972 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Ryan Lubbers Ryan Lubbers Arlington Heights, Illinois Details
Ryan Lubbers's A.G. Edwards & Sons, Inc. Experience May 2007 - January 2008
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA  January 2008 - Present
A.G. Edwards & Sons, Inc.   May 2007 - January 2008

Skills
FINRA, AML, Securities Regulation, Financial Regulation, Investments, Broker-Dealer, Series 63, Financial Services, Bank Secrecy Act, OFAC, Securities

Education
Webster University   2008 — 2011
Masters Business Administration

University of Missouri-Columbia   2000 — 2004
Business Administration

James Flacke James Flacke Saint Louis, Missouri Details
James Flacke's A.G. Edwards & Sons, Inc. Experience October 1995 - July 2000
Job Special Projects Manager at Warehouse of Fixtures TNG
Industry Furniture
Experience
Warehouse of Fixtures TNG - New and Used Office Furniture   November 2014 - Present
V3 Studios Custom Cabinets & Furniture   August 2012 - October 2014
McGuire Furniture Rental and Sales   September 2008 - July 2012
MotoeXotica Classic Cars & Auctions   November 2007 - August 2008
Suntrup Ford Kirkwood   April 2006 - November 2007
Gemini Cosmetics   August 2004 - April 2006
Papa John's International  August 1992 - August 2004
A.G. Edwards & Sons, Inc.   October 1995 - July 2000

Skills
Sales Management, Project Management, Custom Furniture, Management

Education
University of Missouri-Saint Louis   1997 — 2004
Fine/Studio Arts, General

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