AG Edwards and Sons
Address: 1515 22nd St # 700, Oak Brook, IL 60523 Phone: (630) 495-5180: : : : Category: Website: : Place name: : Hours: Website: https://www.wellsfargoadvisors.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of AG Edwards & Sons Inc Posting publicly on the Web Write a review Reviews Be the first to review
AG Edwards and Sons List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AG Edwards and Sons. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AG Edwards and Sons Employees
First Kentucky Wealth Management January 2013 - Present
BB&T INVESTMENT SERVICES June 2010 - December 2012
Integra Bank November 2005 - June 2010
AG Edwards and Sons May 2003 - November 2005
Education
Bryant University 2013 — 2014
CFP Prerequisite, Financial Planning and Services
College for Financial Planning 2003 — 2003
Accredited Asset Management Specialist, Financial Planning and Services
Oakland City University 2001 — 2002
Masters in Ed, Masters in Education
University of Southern Indiana 1993 — 1998
BS of Science
Webster University July 2010 - Present
Central Texas College November 2008 - June 2010
Central Texas College March 2008 - November 2008
Central Texas College March 2006 - March 2008
Pottery Barn Kids July 2003 - December 2005
Brighton Collectibles October 2001 - July 2003
A.G. Edwards and Sons November 1993 - February 2002
Circuit City August 1990 - December 2000
Skills
International Relations, Management, Student Affairs, Higher Education, Education, Office Management, Microsoft Office, Microsoft Word, Community Outreach, Recruiting, Research, Client Billing, Student Financial Aid, Account Reconciliation, Consulting, Customer Service, Interviews, Invoicing, Internal Audit, Nonprofits, Quality Control, Social Media, Small Business, Typing, Volunteer Management, Warehousing
Education
Webster University 2010 — 2014
Master of Arts (M.A.), Management and Leadership
Webster University
Master of Arts (M.A.), International Relations
McKendree University
Bachelor of Science (B.S.), Business Administration and Management, General
Mega Colchones January 2010 - 2012
Denver Import Co. 2005 - July 2011
AG Edwards and Sons 2004 - 2005
Skills
Contract Negotiation, Sales, Public Speaking, Small Business, Risk Management, Customs and clearance..., Multi National Companies, Logistics, Experienced with..., Native English Speaker, Construction, Fluent/Native Spanish..., Deal Closure, Management, Business Strategy, Civil Engineering, foreign litigation and..., waste control, loss control, Computer Hardware, Strategic Planning, Marketing Strategy, Video Editing, Negotiation, New Business Development
Education
Regis University 2002 — 2004
BS, International Business
Tecnológico de Monterrey 2001 — 2002
Bachelor of Business Administration (B.B.A.), Administracion de empresas
St Louis university 2000 — 2002
BS - Madrid Spain, International Business
Worth County Primary School July 2014 - Present
The Haley School August 2013 - Present
South Euclid Lyndhurst Board of Education August 2012 - May 2013
Brindza McIntyre & Seed LLP September 2011 - May 2012
Sirote & Permutt, P.C. January 2011 - August 2011
Sirote & Permutt, P.C. March 2009 - December 2010
Smith's September 2008 - March 2009
The Daniel Corporation September 2007 - September 2008
Bain and Associates July 2007 - October 2007
AG Edwards and Sons March 2007 - July 2007
Skills
Training, Research, Courts, Marketing, Management, Customer Service, Legal Documents, Curriculum Design, Sales, Teaching, Foreclosures, Classroom Management, Mortgage Lending, Banking, Accounts Payable, Depositions, Early Childhood..., Invoicing, Legal Research, Public Speaking
Education
John Carroll University 2012 — 2013
Master of Education (M.Ed.), Early Childhood Education and Teaching
University of Alabama at Birmingham 2007 — 2008
B.S, Psychology
Self Employed - Business Consultant January 2012 - Present
Infogroup May 2007 - November 2011
AG Edwards and Sons October 2006 - May 2007
Infogroup April 2005 - October 2006
Infogroup February 2005 - April 2005
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Process Improvement, Microsoft Word, Account Management, PowerPoint, Strategic Planning, Sales, Team Leadership, Social Media, Non-profits, Team Building, Training, Marketing, Negotiation, Research, Account Reconciliation, Accounting, Advertising, Analysis, Auditing, Budgets, Coaching, Data Analysis, Employee Benefits, Event Planning, Finance, Leadership, Leadership Development, Management, Marketing Strategy, Nonprofits, Outlook, Public Speaking, Small Business, Social Networking, System Administration, Time Management
Education
Creighton University 2008 — 2011
Master of Business Administration (MBA), Finance, General, 4.0
Creighton University 2008 — 2011
Masters in Securities Analysis & Portfolio Management, Investments and Securities
Bellevue University 2002 — 2007
Bachelor of Business Administration (BBA), Finance and Economics
Commerce Bank May 2014 - Present
The Boat Drunks February 2006 - Present
University of Illinois August 2013 - January 2014
Busey April 1996 - January 2013
Consolidated Communications September 1994 - March 1996
AG Edwards and Sons January 1991 - September 1994
CDS Office Technologies July 1987 - January 1991
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Microsoft Excel, Event Management, Event Planning, Sales, Social Networking, Fundraising, Marketing, Social Media, Public Speaking, Team Building, Leadership
Education
Eastern Illinois University 1983 — 1987
Bachelor's degree, Marketing
Mason City High School 1979 — 1983
Barber Financial Group June 2013 - Present
BMO Harris Financial Advisors December 2010 - June 2013
A.G. Edwards May 2005 - March 2010
Wells Fargo Advisors, LLC April 2005 - March 2010
Wachovia Securities (Formerly A July 2008 - August 2009
A.G. Edwards & Sons, Inc. April 2005 - July 2008
A.G. Edwards and Sons May 2006 - 2008
A.G. Edwards March 2005 - April 2006
Skills
Equities, Securities, Fixed Income, Mergers & Acquisitions, Compliance, Recruiting, Human Resources
Education
Baker University 2008 — 2010
MBA, Finance
Kansas State University 2000 — 2004
BS, Social Science
Universal Financial Consultants July 2014 - Present
Atlas Insurance Consultants March 2013 - July 2014
Response Marketing Excellence June 2010 - March 2013
Advisors Marketing May 2001 - June 2010
A.G. Edwards and Sons April 1999 - May 2001
Crown Marketing Group 1994 - 1999
Skills
Marketing, Lead Generation, Sales, Direct Mail, Direct Marketing, B2B, Integrated Marketing, Marketing Strategy, Start-ups, New Business Development, Email Marketing, Strategic Planning, Online Marketing, Advertising, Digital Marketing, Market Planning, Brand Awareness, Seminar Marketing, Online Advertising, Coaching, Fixed Annuities, Corporate Branding, Seminar Mailings, Seminar Coaching, Life Insurance, Term Life Insurance, Annuity Sales, Financial Planning, Finance, Premium Financing, Captives, Executive Benefit..., Indexed Annuities, Portfolio Management, Retirement Planning, Income Protection, Indexed Universal Life
Education
Florida State University 1985 — 1989
BS, Accounting / Finance
Tampa Catholic 1981 — 1985
Business
Canisius College August 2013 - Present
Universty at Buffalo August 2010 - August 2013
University at Buffalo April 2009 - August 2010
Canisius College March 2006 - April 2009
M&T Bank Investments Commissions Department July 2002 - August 2004
M&T Bank, Vision Group of Funds August 2001 - July 2002
A.G. Edwards and Sons August 2000 - July 2001
Skills
interpreting foreign..., College Recruiting, Volunteer Management, Microsoft Office, Budgeting, Higher Education, Excel, Customer Service, Event Management, Customer Relations, Event Planning, PowerPoint, Non-profits, Access, Database Administration, Academic Advising, Microsoft Excel, Budgets, Nonprofits, Admissions, Public Speaking, Student Development, Research, Recruiting, Program Management, Management, Student Affairs, Campus, Career Counseling, Higher Education..., Student Recruiting, Academic Administration, Enrollment Management, Student Engagement, Staff Development
Education
Canisius College 2004 — 2006
M.S., College Student Personnel Administration
State University of New York College at Geneseo 1994 — 1998
B.A., History
Financial Advisor September 2009 - Present
Financial Advisor May 2009 - September 2009
Wachovia Advisors April 2007 - May 2009
AG Edwards and Sons November 1996 - April 2007
United States Army October 2005 - November 2006
United States Army June 1974 - August 1995
Skills
Strategic Planning, Customer Service, Portfolio Management, Security Clearance, Leadership, Mutual Funds, Program Management, Team Building, Fixed Annuities, Public Speaking, Leadership Development, Cross-functional Team..., Bonds, ETFs, Strategic Financial..., Investments, Analysis, Retirement Planning, Estate Planning, Military Operations, Investment Strategies, Government, Project Planning, Stocks, Business Strategy, IRAs, Microsoft Excel, Wealth Management, Management, DoD, Military, Change Management, Series 63, Finance, Team Leadership, Life Insurance, Series 7, 529 Plans, Financial Planners, Strategy, Budgets, Market Research, Project Management, Training, Retirement, Operations Management, New Business Development, Army, Process Improvement
Education
United States Military Academy at West Point 1970 — 1974
Bachelor of Science (BS), Engineering and International Relations
SSM Health Care July 2008 - Present
A.G. Edwards and Sons February 2004 - July 2008
MasterCard November 2002 - February 2004
Enterprise Rent-a-Car October 1999 - August 2002
Multidata September 1998 - October 1999
Skills
Active Directory, Windows Server, Integration, System Administration, Windows, Leadership, Disaster Recovery, Troubleshooting, Process Improvement, VMware, Vendor Management, Software Documentation, Servers, Data Center, Enterprise Architecture, Hardware
Education
New Jersey Institute of Technology 1991 — 1997
BSME
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2007 - Present
AG Edwards and Sons August 2003 - February 2007
Fidelity Investments June 1992 - June 2002
Dean Witter Reynolds May 1983 - April 1989
Skills
Retirement, Estate Planning, Insurance, Retirement Planning, Series 7, Retirement Income..., Asset Allocation, Charitable Giving, Investment Advisory, Mutual Funds, 401k, Annuities, IRA's, Wealth Management, Wealth Transfer, Series 63, Investment Strategies, Stocks, Securities, Investments, Personal Finance, Wealth, Alternative Investments, Bonds, Long Term Care, Fixed Income, Portfolio Management, Equities, Options, Asset Management, Financial Planning, Asset, Money, Financial Markets, Investment Banking, Financial Advisory, Wealth Accumulation, Pensions, ETFs, Insurance Planning, High Net Worth..., Financial Advice, Annuity, Hedge Funds, FINRA, 401k Rollovers, Comprehensive Wealth..., Investment Products, Roth IRA, Private Wealth...
Education
Adelphi University
Northport HS
Griffin Asset Management LLC May 2009 - Present
Investment Professionals Inc August 2004 - May 2013
A.G. Edwards and Sons October 2000 - August 2004
Skills
Asset Management, Asset Managment, Banking, Finance, Insurance, Investments, Loans, Management, Mortgage Lending, Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Series 7, Wealth Management
Education
Texas State University 1992 — 1995
BSW, Social Work
Friendswood Highschool 1987 — 1991
The Fishel Group, Inc. An Independent Firm July 2009 - Present
Morgan Stanley April 1992 - July 2009
A.G. Edwards and Sons June 1985 - April 1992
Skills
Estate Planning, Portfolio Management, Wealth Management, Investments, Securities, Financial Services, Finance, Series 7, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds, Management
Education
The University of Texas at Austin 1973 — 1974
BA, Political Science
Drake University 1971 — 1973
Transfered to The University of Texas, Political Science
Ladue High School 1968 — 1971
Wharton School, University of Pennsylvania
CIMA
Greater Saint Louis Community Foundation September 2010 - Present
Saint Louis University March 2008 - September 2010
St. Francis Borgia Regional High School August 1998 - March 2008
AG Edwards and Sons March 1995 - August 1997
Boatmen's/Centerre Trust Co. June 1988 - April 1995
Suelthaus and Kaplan 1985 - 1987
Skills
Event Planning, Estate Planning, Annual Giving, Stewardship, Trust Services, Philanthropy, Charities, Board Relations, Major Gift Development, Higher Education, Planned Giving, Trusts, Team Building, Endowments, Fundraising
Education
Saint Louis University School of Law 1980 — 1982
JD
U.S. Bank July 2008 - Present
A.G. Edwards Technology Group September 1997 - July 2008
A.G. Edwards September 1997 - July 2008
AG Edwards and Sons September 1997 - July 2008
A.G. Edwards / Wachovia 2007 - 2008
A. G. Edwards & Sons, Inc 1997 - 2008
USAF April 1993 - May 1996
Education
Southwestern Illinois College 2009 — 2011
N/A, Computer Science
California State University-San Bernardino 1991 — 1992
Math
VictorValley High School 1990 — 1991
LBJ 1987 — 1989
Wilson Elementary 1982 — 1984
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2012 - Present
Merrill Lynch June 2007 - September 2012
AG Edwards and Sons March 1992 - June 2007
Skills
Wealth, Finance, Series 7, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Securities
Education
California State University-Chico 1989 — 1992
Bachelor's degree, Financial Planning and Services
Placer High School
Tumlin Levin Sumner Wealth Management of Raymond James June 2015 - Present
Wells Fargo Advisors October 2007 - Present
AG Edwards and Sons October 1997 - October 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investments, Finance
Education
The Citadel 1971 — 1975
Bachelor's Degree, Business Administration
Nipsco September 2011 - Present
Hays and Sons Complete Restoration December 2009 - March 2011
AG Edwards and Sons August 1998 - May 2007
Skills
Customer Service, Clerical Skills, Accounts Receivable
Education
College of Court Reporting Inc
Hobart High School
Reinsurance Group of America, Incorporated June 2014 - Present
MasterCard June 2013 - May 2014
MasterCard August 2012 - May 2013
ETM Lead Test Analyst May 2010 - August 2012
A.G. Edwards and Sons January 2001 - March 2009
Monsanto January 1993 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Business Analysis
Education
Maryville University of Saint Louis
Associate's degree, Information Technology, 3.9 GPA
University of Phoenix
Bachelor's degree (partial), Computer and Information Systems Security/Information Assurance
Daugherty Business Solutions July 2014 - Present
Northrop Grumman Corporation August 2003 - July 2014
Bradford & Galt August 2005 - October 2006
Oakwood Homes August 2001 - January 2003
A.G. Edwards and Sons February 1995 - August 2001
National Tea Company February 1993 - February 1995
Skills
Certified Scrum Master, Experienced Business..., Project Planning, Oracle SQL, Accounting Applications, Oracle, Scrum, SQL, Requirements Gathering, Analysis, Program Management, Testing, Java, Integration, Agile Methodologies, Microsoft SQL Server, SDLC, Business Analysis, Requirements Analysis, Visio, Management, Process Improvement, Software Documentation, SharePoint, PMO, Software Project...
Education
University of Phoenix 2008 — 2010
Master's degree, Accounting
University of Phoenix 2001 — 2006
Bachelor's degree, Management Information Systems, General
Belleville Area College 1990 — 1992
Associate of Arts and Sciences (AAS), Data Processing
High School 1986 — 1990
High School Diploma, Math and Business
Regenesis Biomedical September 2013 - Present
PCH January 2013 - September 2013
Medicis Pharmaceutical Corporation August 2010 - February 2013
Medicis Pharmaceutical Corporation June 2006 - August 2010
Nordstrom January 2005 - August 2005
A.G. Edwards and Sons July 2000 - August 2001
Skills
Pharmaceutical Industry, Clinical Trials, GCP, CRO, CTMS, Clinical Development, EDC, FDA, Dermatology, Regulatory Affairs, Clinical Research, Lifesciences, Regulatory Submissions, Medical Devices, Biotechnology, Data Management, Clinical Data Management, Medicine, Cross-functional Team..., Product Launch, Sop, Protocol, Cardiology, Software Documentation, Diabetes, Neurology, Pharmaceutical Sales, GMP, Clinical Monitoring, ICH-GCP, Urology, Validation, Drug Development
Education
Campbell University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wachovia, A Wells Fargo Company (formerly A. G. Edwards & Son) February 1998 - August 2010
Network Analyst at Wachovia (formerly AG Edwards & Sons) January 2000 - July 2009
A.G. Edwards February 1998 - August 2008
A.G. Edwards February 1998 - February 2000
AG Edwards and Sons January 1998 - January 2000
Skills
Cisco Technologies, Switches, Disaster Recovery, Troubleshooting, Routers, WAN, Visio, TCP/IP, DNS, LAN-WAN, Network Analyst, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Access, PowerPoint, Microsoft Publisher, HP Openview, Data Center, Network Engineering, Netscout, Network Administration, Networking, Load Balancing, Technical Support, Infoblox
Education
Saint Louis Community College Forest Park
Associates; AAS, Applied Science; Information Systems - Programmer/Analyst
St. Louis Community College
Information Systems
Tower Hill Trading December 2013 - November 2014
T3 Trading Group, LLC April 2012 - May 2013
Martin Financial Group, LLC July 2010 - August 2011
Hilliard Lyons December 2007 - July 2010
E*TRADE Financial October 2006 - November 2007
AG Edwards and Sons June 2004 - August 2006
United States Air Force July 2000 - June 2004
Skills
Portfolio Management, Trading, Series 7, Equities, Investments, Series 63, Securities, Risk Management, Financial Markets, Finance, Research, Business Statistics, Financial Services, Banking, Bloomberg, Financial Analysis, Credit, Asset Allocation, Equity Research, Microsoft Excel, Microsoft Word, Microsoft Power Point, Oracle Crystal Ball, VBA, Report Writing, Fixed Income, Brokered CD's
Education
Colorado State University 2013 — 2014
Bachelor of Science (BS), Accounting
Sullivan University 2008 — 2010
Master's Degree, Business Administration (MBA), Magna Cum Laude
Park University 2002 — 2006
Bachelor of Science, Business
Bathgate Capital Partners LLC June 2005 - Present
AG Edwards and Sons August 2003 - May 2004
Danish Delicacies, Inc. September 1993 - March 2003
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Business Administration
University of Colorado Denver 2003 — 2005
B.S., Finance
Youngs Market Company April 2014 - Present
Trident University International October 2012 - March 2014
Trident University International November 2010 - October 2012
QLogic June 2008 - April 2010
Gateway August 2007 - May 2008
MetLife Investors Distribution Company May 2003 - August 2007
A.G. Edwards and Sons January 2002 - May 2003
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Forecasting, Finance, Financial Reporting, Process Improvement, Accounting, Cross-functional Team..., Mergers, Competitive Analysis, Business Analysis, Hyperion Enterprise, Analysis, Business Planning, Strategy, Variance Analysis, Mergers & Acquisitions, Budgets, Strategic Planning, Access, Managerial Finance, Essbase, Corporate Finance, Business Process..., Analytics, Data Analysis, Financial Planning, Hyperion
Education
University of California, Irvine - The Paul Merage School of Business 2004 — 2007
MBA, Finance
Binghamton University 1997 — 2000
B.S., Financial Economics
The Buckingham Research Group June 2000 - Present
AG Edwards and Sons December 1986 - June 2000
Skills
Equities, Series 7, Trading, Equity Research, Electronic Trading, Market Data, Bloomberg, Capital Markets, Equity Trading, Series 63
Education
Baruch College, City University of New York (CUNY) 1982 — 1984
Symantec January 2008 - Present
Symantec Software January 2007 - January 2008
AG Edwards and Sons January 2006 - December 2006
Knowledge Vault Software(KVS) May 2003 - November 2005
Evolution Hawaii LLC January 1997 - December 2002
Skills
Enterprise Vault, Email Archiving, Messaging, Enterprise Software, SaaS, Virtualization, Cloud Computing, Storage Virtualization, Storage Area Networks, Storage Management, Software Industry, Disaster Recovery, Microsoft Exchange, Solution Architecture, Sales Enablement, Managed Services, Strategic Partnerships, Windows Server, Pre-sales, High Availability, Professional Services, Deduplication, Security, Enterprise Architecture, Backup Solutions, VMware, Netbackup, SAN, Storage, Go-to-market Strategy, Servers, Information Security, Direct Sales, Business Continuity, IT Service Management, Sales Process, Network Security, Business Intelligence, Solution Selling, DLP, Cisco Technologies, Veritas
Education
Dallas County Community College 2002 — 2012
Associate of Science (AS), Aeronautics/Aviation/Aerospace Science and Technology, General
University of Hawaii at Hilo 1994 — 2002
Natural Sciences, Astronomy and Marine Science
United States Air Force 1994 — 1995
Cooking and Related Culinary Arts, General
Questar Capital Corporation November 2014 - Present
Palian Financial Services, LLC May 2009 - Present
Wachovia Securities, LLC May 2004 - May 2009
A.G. Edwards and Sons May 1999 - May 2004
Skills
Alternative Investments, Asset Managment, Estate Planning, Retirement, Asset Management, Investments, Insurance, Annuities, Finance, Risk Management
Education
C.W. Post Long Island University 1971 — 1975
BS, Marketing/Management
Arch Financial Planning LLC January 2006 - December 2011
Morgan Stanley January 1999 - June 2006
AG EDwards and Sons March 1990 - March 1998
Merrill Lynch February 1986 - March 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Financial Advisory, Finance
Education
San Diego State University-California State University 1976 — 1979
Bachelor of Science, Business Administration/Marketing
San Diego State University-California State University 1976 — 1979
Bachelor of Science, Business Administration/Marketing
Centene Corporation April 2012 - Present
CSC - Computer Sciences Corporation January 2011 - April 2012
AG Edwards, Wachovia, Wells Fargo July 2000 - August 2009
AG Edwards and Sons 1999 - 2009
AG Edwards 1999 - 2009
A.G. Edwards & Sons, Inc. July 1999 - July 2000
GTE/Verizon November 1995 - July 1999
TEL-VI May 1994 - August 1995
ROLM January 1986 - May 1994
Siemens Business Communications 1986 - 1994
Skills
Data Center, Troubleshooting, Documentation, Microsoft Office, Problem Solving, Supervisory Skills
Education
University of Central Missouri 1976 — 1977
none, General
University of Missouri-Saint Louis 1975 — 1975
General Studies
BICSI Buiding Industry Consulting Service Inc.
Fiber and Copper cable design: Inside and Outside plant
Emerson November 2011 - Present
Wells Fargo Advisors April 2010 - November 2011
Wells Fargo Advisors August 2008 - April 2010
A.G. Edwards and Sons September 2007 - August 2008
Skills
Accounting, Excel, Accounts Receivable, Administration, Accounts paya, Budget Tracking, Financial Forecasting, Forecast Modeling, Business Process..., Access, Financial Modeling, Reconciliation
Education
Fontbonne University 2008 — 2009
Masters, Accounting
University of Missouri St. Louis 1995 — 2000
Bachelor of Arts, Mathematics
UBS Financial Services, Inc. 2004 - Present
A.G Edwards and Sons 2001 - 2004
Merrill Lynch 1997 - 2001
Education
University of North Carolina at Chapel Hill 1994 — 1997
B.A., History
Hampden-Sydney College 1991 — 1993
Office of Lt. Gov. October 2008 - January 2011
Raymond James Financial Services, Inc April 2002 - October 2006
Head and Associates, LLC October 2004 - May 2006
Healthfield, Inc August 2000 - September 2001
Wallace State Community College October 1997 - August 2000
The State July 1993 - January 1995
Robert Thomas Securities, Inc January 1990 - July 1993
National Healthcare October 1989 - August 1990
Healthcare Services to Business & Industry April 1987 - June 1988
A.G. Edwards and Sons April 1987 - June 1987
Skills
Microsoft Office, Research, Microsoft Excel, Social Media, PowerPoint, Project Management, New Business Development, Business Development, Employee Benefits, B2B Marketing, Health Insurance
Education
University of Alabama in Huntsville 1973 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Bank of America November 2010 - Present
The College of Saint Rose September 2008 - April 2009
A.G Edwards and Sons September 2007 - December 2007
Education
The College of Saint Rose 2008 — 2012
Bachelors of Science, Business Administration - Financial Planning