A.G. Edwards Trust Company

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A.G. Edwards Trust Company Employees

Employee
Years
Job
Industry
Jennifer LeClaire Jennifer LeClaire United States Details
Jennifer LeClaire's A.G. Edwards Trust Company Experience October 1997 - March 2008
Job SAP Data Entry Specialist at ViJon Laboratories
Industry Consumer Goods
Experience
US Beef Corp  August 2012 - Present
ViJon Laboratories   January 2009 - July 2012
MRINetwork  June 2008 - January 2009
A.G. Edwards Trust Company   October 1997 - March 2008
A.G. Edwards   October 1995 - October 1997

Skills
Accounting, Management, SAP, Forecasting, Inventory Management, Team Leadership, Team Building, Microsoft Excel, Business Analysis, Continuous Improvement, Project Management, Purchasing, Strategic Planning, Supply Chain, Supply Chain Management

Education
Hickey College   1992 — 1993
Associate's degree, Accounting, 3.8

Jerry Rueckert, CFA, CAIA Jerry Rueckert, CFA, CAIA Chesterfield, Missouri Details
Jerry Rueckert, CFA, CAIA's A.G. Edwards Trust Company Experience July 1997 - August 2005
Job Principal, Mercer Hammond Investment Consulting
Industry Financial Services
Experience
Mercer Hammond Investment Consulting   2005 - Present
A.G. Edwards Trust Company   July 1997 - August 2005
Boatmen's Trust Company  October 1995 - July 1997

Skills
Asset Allocation, Investment Strategies, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Due Diligence, Investment Advisory, Investment Management, Equities, Bloomberg, Business Strategy, Leadership, Financial Reporting, Process Improvement, Financial Modeling, Investments, Portfolio Management, Risk Management, Hedge Funds, Wealth Management

Education
Saint Louis University   1992 — 1993
Master's degree, Accounting and Finance

Saint Louis University   1986 — 1990
Bachelor of Science (B.S.), Finance, General

Rick Heinrichs Rick Heinrichs Greater St. Louis Area Details
Rick Heinrichs's A.G. Edwards Trust Company Experience 1998 - 2007
Job Productivity Consultant at Edward Jones
Industry Financial Services
Experience
Edward Jones  February 2015 - Present
Frontenac Bank  June 2012 - September 2014
Christian Brothers College High School  July 2011 - June 2012
University of Missouri - St. Louis  December 2009 - July 2011
RubinBrown LLP  2008 - 2009
St Louis Trust Company   2007 - 2008
A.G. Edwards Trust Company   1998 - 2007
Mercantile Trust Company  1991 - 1998

Skills
Financial Planning, Fundraising, Event Management, Customer Relations, Non-profits, Public Speaking, Event Planning, New Business Development, Investments, Budgets, Nonprofits, Management, Customer Service, Contract Negotiation, Risk Management, Strategic Planning, Leadership, Loans, Mergers & Acquisitions, Mortgage Lending, Accounting, Cash Management, Portfolio Management, Finance, Strategy, Analysis, Business Strategy, Strategic Financial..., Financial Analysis, Relationship Management, Retirement Planning, Credit, Loan Origination, Commercial Lending, Consumer Lending, Financial Advisory, Small Business Lending, Investment Properties, Commercial Banking, Refinance, Credit Analysis, Wealth Management, Mortgage Banking, Financial Services, Asset Management, Banking, Underwriting, Series 7, Small Business, Executive Management

Education
Rockhurst University   1979 — 1983
B.S.B.A., Business Management

Christian Brothers College High School   1975 — 1979

Jalaine Michelle Wheeler, JD, LLM, CPA Jalaine Michelle Wheeler, JD, LLM, CPA Greater St. Louis Area Details
Jalaine Michelle Wheeler, JD, LLM, CPA's A.G. Edwards Trust Company Experience June 1997 - September 1998
Job Tax Credit Financing and Real Estate Development Attorney
Industry Law Practice
Experience
Spencer Fane Britt & Browne, LLP   September 2014 - Present
Attorney at Law  September 2013 - August 2014
Rosenblum, Goldenhersh, Silverstein & Zafft, P.C.   July 2000 - August 2013
Susman, Schermer, Rimmel & Shifrin   September 1998 - July 2000
A.G. Edwards Trust Company   June 1997 - September 1998
Grace & Company, P.C.   July 1996 - June 1997
Internal Revenue Service  November 1987 - December 1991

Skills
Real Estate Transactions, HUD, Affordable Housing, Tax Increment Financing, Historic Rehabilitation..., Real Estate Development, Federally-Assisted..., New Markets Tax Credit..., Low-Income Housing Tax..., Zoning and Land Use, Commercial Real Estate..., Public and Structured..., Tax Dispute Resolution, Tax Controversy..., Sales & Use Tax..., Income Protection, Corporate Law, Tax Advisory, Tax Accounting, Mergers & Acquisitions, Commercial Real Estate, Tax Compliance, Taxation - State and..., Tax-Exempt Entities, Tax Credits, Estate Planning, Commercial Litigation, Real Estate, Dispute Resolution, LIHTC, HTC, Tax Law, Finance, Partnership Taxation, Real Estate Economics, Due Diligence

Education
Washington University in St. Louis School of Law   1996 — 1998
Master of Laws in Taxation (LL.M.), Taxation

University of Florida - Fredric G. Levin College of Law   1992 — 1994
Doctor of Law (J.D.), Law

University of Central Florida - College of Business Administration   1987 — 1989
Completed 5th Year Curriculum in Accounting for Florida CPA, Accounting

University of Central Florida - School of Accounting   1982 — 1986
Bachelors of Science in Business Administration, BSBA

John Stieven, Sr. CFA®, CFP® John Stieven, Sr. CFA®, CFP® Greater St. Louis Area Details
John Stieven, Sr. CFA®, CFP®'s A.G. Edwards Trust Company Experience 2000 - 2007
Job President, J.S.S. Consulting
Industry Financial Services
Experience
Maryville University  August 2015 - Present
J.S.S. Consulting, LLC   July 2011 - Present
Big Ol' Bee Company, LLC   February 2011 - Present
Webster University  September 2003 - Present
Scottrade  September 2012 - May 2015
Lowenhaupt Global Advisors  March 2008 - June 2011
Becker Professional Review  January 2008 - June 2011
St. Elizabeth Academy  February 2008 - May 2011
Fontbonne University  1999 - 2010
A.G. Edwards Trust Company   2000 - 2007

Skills
Portfolio Management, Process Improvement, Operations Optimization, Investments, Financial Analysis, Simulation, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Private Equity, Commodities, Alternative Investments, Investment Strategies, Options, Forecasting, Valuation, Equities, Hedge Funds, Fixed Income, Derivatives, Due Diligence, Insurance, Analysis, Commodity, Asset Managment, Investment Management, Banking, Finance, Bloomberg, Financial Advisory, Simulations, Leadership, Mutual Funds, Operations Management, Entrepreneurship, Management, Risk Management, Economics, Strategic Financial..., Bonds, Accounting, Equity Research

Education
Air Force Institute of Technology   1991 — 1993
MS, Operations Research

SLUH

Central Michigan University
MS, Management

Parks College -- St. Louis University
BS, Aeronautical Engineering

Cheryl Finn Cheryl Finn Greater St. Louis Area Details
Cheryl Finn's A.G. Edwards Trust Company Experience 1998 - 2008
Job Portfolio Manager at Reinsurance Group of America
Industry Insurance
Experience
RGA Reinsurance Co.   September 2010 - Present
Reinsurance Group of America  2008 - September 2010
Wachovia Trust  2007 - 2008
Wachovia/A.G. Edwards Trust Company   1998 - 2008
A.G. Edwards Trust Company   1998 - 2008
A.G. Edwards & Sons, Inc.   1991 - 1997
Edward Jones  1985 - 1991

Skills
Portfolio Management, Financial Modeling, Investment Strategies, Investments, Valuation, Asset Management, Equities, Mutual Funds, Fixed Income, Bonds, Alternative Investments, Wealth Management, Securities, Bloomberg, Financial Analysis, Asset Allocation

Education
Saint Louis University
Master of Finance, Finance, General

Jay Harker Jay Harker Greater St. Louis Area Details
Jay Harker's A.G. Edwards Trust Company Experience 1997 - 2008
Job Senior Vice President & Director of Marketing and New Business Development at a brokeraffiliated trust company
Industry Financial Services
Experience
a broker-affiliated trust company   August 2010 - Present
First Clearing, LLC  June 2008 - August 2010
A.G. Edwards Trust Company   1997 - 2008
Mercantile Trust Company NA   1995 - 1997

Skills
Sales Management, Marketing, Sales, New Business Development, Strategy, Management, B2B, Customer Service, Budgets, Creative Direction, Business Development, Team Building, Project Management, Leadership Development, Entrepreneurship, Financial Analysis, Leadership

Education
Saint Louis University School of Law   1987 — 1991
JD, Law

University of Illinois at Urbana-Champaign   1974 — 1981
PhD, Philosophy

Ball State University   1970 — 1974
BA, English & Philosophy

Elmhurst High School   1967 — 1970

John Scally John Scally Greater St. Louis Area Details
John Scally's A.G. Edwards Trust Company Experience 2000 - 2004
Job Managing Director, WealthTrust DunckerStreett
Industry Financial Services
Experience
Wealth Trust Duncker Streett   April 2010 - Present
Wachovia Bank, NA  2008 - 2009
A. G. Edwards Trust Company   November 2004 - October 2008
A.G. Edwards Trust Company   2000 - 2004

Skills
New Business Development, Process Improvement, Sales Management

Education
University of Missouri-Saint Louis
BS, Accounting

Andrea Cosmano Andrea Cosmano Greater St. Louis Area Details
Andrea Cosmano's A.G. Edwards Trust Company Experience 1999 - 2001
Job Associate Vice President/Trust Officer at Stifel Trust Company
Industry Financial Services
Experience
Stifel Trust Company   October 2013 - Present
Moneta Group  June 2011 - October 2013
Moneta Group  2006 - 2011
Commerce Trust Company  2001 - April 2006
A.G. Edwards Trust Company   1999 - 2001
A.G. Edwards Trust Company   1997 - 1999
Boatmen's Trust Company (acquired by Bank of America)   1996 - 1997
A.G. Edwards Trust Company   1994 - 1996
A.G. Edwards   1992 - 1994

Skills
Accounting, Process Improvement, Banking, Project Management, Financial Analysis, Portfolio Management, Asset Managment, Investments, Strategic Financial..., Asset Management

Education
North Central College

Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Finance

Michele L. Larissey Michele L. Larissey Cleveland/Akron, Ohio Area Details
Michele L. Larissey's A.G. Edwards Trust Company Experience November 1998 - January 2000
Job Attorney at Swartz Campbell
Industry Law Practice
Experience
Swartz Campbell  June 2004 - Present
Bryant & Stratton College  May 2007 - August 2007
Self-Employed  February 2002 - June 2004
Baughman & Associates Company L.P.A.   April 2001 - February 2002
A.G. Edwards Trust Company   November 1998 - January 2000
The Kurowski Law Firm   November 1997 - November 1998
Brown & James, P.C.   June 1997 - November 1997

Skills
Civil Litigation, Litigation, Litigation Management, Toxic Tort, Product Liability, Asbestos Litigation, Insurance Defense, Insurance Subrogation, Case Managment, Oral Arguments, Depositions, Legal Writing, Legal Research Skills, Legal Review, Legal Discovery, Motions, Legal Analysis, Claims Management, Corporate Defense, Mediation, Arbitration

Education
University of Denver College of Law   1994 — 1996
JD, Law

University of Missouri-Columbia, College of Business   1988 — 1992
B.S.B.A., Marketing

Shanise Evans Shanise Evans Saint Louis, Missouri Details
Shanise Evans's A.G. Edwards Trust Company Experience 1998 - 2000
Job JD/MBA Estates and Trusts/Probate Attorney
Industry Financial Services
Experience
Evans Law Office, LLC   2006 - 2013
Bank of America  2009 - 2012
Saint Louis University  2003 - 2006
Edward Jones Trust Company  2001 - 2003
Bank of America  2000 - 2001
A.G. Edwards Trust Company   1998 - 2000

Skills
Investments, Portfolio Management, Legal, Philanthropy, Planned G, Grant Administration, Fiduciary Services, Investment Advisory, Asset Allocation, Wealth Management, Charities, Estate Planning, Financial Services, Financial Advisory, Grant Writing, Investment Management, Nonprofits, Planned Giving, Trust Services, Wealth, Fundraising, Trusts, Wealth Management..., High Net Worth..., Stewardship, Investment Strategies

Education
Saint Louis University School of Business   1994 — 1998
M.B.A

Saint Louis University School of Law   1994 — 1998
Doctor of Law (J.D.)

Truman State University   1990 — 1994
B.A, Business Administration – Marketing