AG Edwards and Sons

Description

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

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AG Edwards and Sons Employees

Employee
Years
Job
Industry
Jeremy Alexander Jeremy Alexander Henderson, Kentucky Details
Jeremy Alexander's AG Edwards and Sons Experience May 2003 - November 2005
Job Certified Financial Planner at First Kentucky Wealth Management
Industry Financial Services
Experience
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

Cheryl Kennedy Cheryl Kennedy Saint Louis, Missouri Details
Cheryl Kennedy's AG Edwards and Sons Experience November 1993 - February 2002
Job Representative at Webster University
Industry Higher Education
Experience
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

Jason Merritt Jason Merritt Las Vegas, Nevada Details
Jason Merritt's AG Edwards and Sons Experience 2004 - 2005
Job Entrepreneur | Investor I Seeker, Core Equity Advisors
Industry Management Consulting
Experience
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

Emily Eddings Emily Eddings Sylvester, Georgia Details
Emily Eddings's AG Edwards and Sons Experience March 2007 - July 2007
Job First Grade Teacher at Worth County Primary School
Industry Education Management
Experience
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

Changwe Kumalinga Changwe Kumalinga Bellevue, Nebraska Details
Changwe Kumalinga's AG Edwards and Sons Experience October 2006 - May 2007
Job Business Consultant
Industry Information Services
Experience
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

Todd W. Lindsey, CTP Todd W. Lindsey, CTP Urbana-Champaign, Illinois Area Details
Todd W. Lindsey, CTP's AG Edwards and Sons Experience January 1991 - September 1994
Job Assistant Vice President, Treasury Services Sales at Commerce Bank
Industry Financial Services
Experience
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

Courtney Roberts Courtney Roberts Kansas City, Missouri Area Details
Courtney Roberts's AG Edwards and Sons Experience May 2006 - 2008
Job at
Industry Financial Services
Experience
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

Patrick Gawrych Patrick Gawrych Tampa/St. Petersburg, Florida Area Details
Patrick Gawrych's AG Edwards and Sons Experience April 1999 - May 2001
Job Internal Wholesaler at Universal Financial Consultants
Industry Insurance
Experience
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

Ellen Ann Murphy Ellen Ann Murphy Buffalo/Niagara, New York Area Details
Ellen Ann Murphy's AG Edwards and Sons Experience August 2000 - July 2001
Job Associate Director of Graduate Admissions, Canisius College
Industry Higher Education
Experience
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

Champe Miller Champe Miller Huntsville, Texas Details
Champe Miller's AG Edwards and Sons Experience November 1996 - April 2007
Job Financial Advisor
Industry Financial Services
Experience
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

Jeff Fritz Jeff Fritz Greater St. Louis Area Details
Jeff Fritz's AG Edwards and Sons Experience February 2004 - July 2008
Job Desktop Engineer at SSM Health Care
Industry Information Technology and Services
Experience
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

Harry Rivenburgh CFP® Harry Rivenburgh CFP® Greater New York City Area Details
Harry Rivenburgh CFP®'s AG Edwards and Sons Experience August 2003 - February 2007
Job CERTIFIED FINANCIAL PLANNER® at Raymond James Financial Services, Inc. Member FINRA/ SIPC
Industry Financial Services
Experience
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

Glenn Griffin Glenn Griffin New Braunfels, Texas Details
Glenn Griffin's AG Edwards and Sons Experience October 2000 - August 2004
Job Owner at Griffin Asset Management LLC
Industry Financial Services
Experience
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

Rick Fishel Rick Fishel Greater Denver Area Details
Rick Fishel's AG Edwards and Sons Experience June 1985 - April 1992
Job CEO The Fishel Group, Inc.
Industry Financial Services
Experience
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

Christine Burghoff Christine Burghoff Greater St. Louis Area Details
Christine Burghoff's AG Edwards and Sons Experience March 1995 - August 1997
Job Wealth Advisor Officer at Greater Saint Louis Community Foundation
Industry Fund-Raising
Experience
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

Elli (Hautamäki) Ferguson Elli (Hautamäki) Ferguson Greater Los Angeles Area Details
Elli (Hautamäki) Ferguson's AG Edwards and Sons Experience September 1997 - July 2008
Job Application DBA at US Bank
Industry Financial Services
Experience
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

Gregory Debord, CRPC® Gregory Debord, CRPC® Chico, California Area Details
Gregory Debord, CRPC®'s AG Edwards and Sons Experience March 1992 - June 2007
Job Registered Principal
Industry Financial Services
Experience
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

Arthur Levin Arthur Levin Beaufort, South Carolina Details
Arthur Levin's AG Edwards and Sons Experience October 1997 - October 2007
Job Managing Director, Investments at Tumlin Levin Sumner Wealth Management of Raymond James
Industry Financial Services
Experience
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

Tina Pavlou Tina Pavlou Crown Point, Indiana Details
Tina Pavlou's AG Edwards and Sons Experience August 1998 - May 2007
Job CSR
Industry Consumer Services
Experience
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

Donna J. Breckenridge Donna J. Breckenridge Greater St. Louis Area Details
Donna J. Breckenridge's AG Edwards and Sons Experience January 2001 - March 2009
Job Business Analyst at Reinsurance Group of America, Incorporated
Industry Computer & Network Security
Experience
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

Heather M. Jolly (fka. Shands) Heather M. Jolly (fka. Shands) Greater St. Louis Area Details
Heather M. Jolly (fka. Shands)'s AG Edwards and Sons Experience February 1995 - August 2001
Job Sr Consultant
Industry Computer Software
Experience
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

Jamie Muhlenfeld Jamie Muhlenfeld Scottsdale, Arizona Details
Jamie Muhlenfeld's AG Edwards and Sons Experience July 2000 - August 2001
Job Clinical Operations Manager
Industry Research
Experience
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

Shanta James Shanta James Greater St. Louis Area Details
Shanta James's AG Edwards and Sons Experience January 1998 - January 2000
Job Network Analyst at Wachovia Securities
Industry Investment Banking
Experience
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

Anna Sanderson Anna Sanderson Largo, Florida Details
Anna Sanderson's AG Edwards and Sons Experience June 2004 - August 2006
Job Exploring other fields
Industry Financial Services
Experience
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

John Lundberg John Lundberg Greater Denver Area Details
John Lundberg's AG Edwards and Sons Experience August 2003 - May 2004
Job PrincipalInvestment banking corporate finance
Industry Investment Banking
Experience
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

Nataliya Shcherbatko Nataliya Shcherbatko Orange County, California Area Details
Nataliya Shcherbatko's AG Edwards and Sons Experience January 2002 - May 2003
Job Manager Financial Planning at Youngs Market Company
Industry Wine and Spirits
Experience
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

John DeMartini John DeMartini Greater New York City Area Details
John DeMartini's AG Edwards and Sons Experience December 1986 - June 2000
Job Director at The Buckingham Research Group
Industry Financial Services
Experience
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

Kristopher Herrick Kristopher Herrick Dallas/Fort Worth Area Details
Kristopher Herrick's AG Edwards and Sons Experience January 2006 - December 2006
Job Business Critical Services Engineer at Symantec Software
Industry Computer Software
Experience
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

Roy Popkin Roy Popkin Greater New York City Area Details
Roy Popkin's AG Edwards and Sons Experience May 1999 - May 2004
Job Wealth Advisor at Questar Capital Corporation
Industry Financial Services
Experience
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

Anthony Arcidiacono Anthony Arcidiacono Greater San Diego Area Details
Anthony Arcidiacono's AG Edwards and Sons Experience March 1990 - March 1998
Job Independent Consultant/Arch Financial Planning LLC
Industry Marketing and Advertising
Experience
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

Gerry McMenamy Gerry McMenamy Greater St. Louis Area Details
Gerry McMenamy's AG Edwards and Sons Experience 1999 - 2009
Job Data Center Engineer at Centene Corporation
Industry Computer Networking
Experience
Centene Corporation  April 2012 - Present
CSC - Computer Sciences Corporation  January 2011 - April 2012
AG Edwards, Wachovia, Wells Fargo   July 2000 - August 2009
AG Edwards and Sons   1999 - 2009
AG Edwards  1999 - 2009
A.G. Edwards & Sons, Inc.   July 1999 - July 2000
GTE/Verizon  November 1995 - July 1999
TEL-VI   May 1994 - August 1995
ROLM  January 1986 - May 1994
Siemens Business Communications  1986 - 1994

Skills
Data Center, Troubleshooting, Documentation, Microsoft Office, Problem Solving, Supervisory Skills

Education
University of Central Missouri   1976 — 1977
none, General

University of Missouri-Saint Louis   1975 — 1975
General Studies

BICSI Buiding Industry Consulting Service Inc.
Fiber and Copper cable design: Inside and Outside plant

Scott Shippey Scott Shippey Greater St. Louis Area Details
Scott Shippey's AG Edwards and Sons Experience September 2007 - August 2008
Job Staff Accountant at Emerson
Industry Accounting
Experience
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

Carter Bagley Carter Bagley Asheville, North Carolina Details
Carter Bagley's AG Edwards and Sons Experience 2001 - 2004
Job Associate Director/ Financial Advisor at UBS Financial Services, Inc.
Industry Investment Management
Experience
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

Gerry Sasnette Gerry Sasnette Decatur, Alabama Area Details
Gerry Sasnette's AG Edwards and Sons Experience April 1987 - June 1987
Job Business Development/Healthcare Payer Sales/Gov't. Healthcare Eligibility
Industry Government Relations
Experience
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

Dennis Legnante Dennis Legnante Albany, New York Area Details
Dennis Legnante's AG Edwards and Sons Experience September 2007 - December 2007
Job Student at The College of Saint Rose
Industry Financial Services
Experience
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