A.G.Edwards Company
Industry: Financial services company
DescriptionA.G. Edwards, Inc. was an American financial services holding company; its principal wholly owned subsidiary was A.G. Edwards & Sons, Inc., which operated as a full-service securities broker-dealer in the United States and Europe. Headquarters: St. Louis, MO Successor: Wells Fargo Advisors (through Wachovia Securities) Founder: Albert Gallatin Edwards Founded: 1887 Ceased operations: 2007 Parent organization: Wachovia
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A.G.Edwards Employees
Employee
Years
Job
Industry
Jules Todd Axelrod Jules Todd Axelrod's A.G.Edwards Experience January 1999 - January 2004
Job Fianacial Advisor/Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Morgan Stanley Wealth Management October 2004 - June 2010
A.G.Edwards January 1999 - January 2004
Skills
Public Speaking, Budgets, Investment Management, Retirement Planning, Fixed Income Strategies, Equity Management, Variable Annuities, Wealth Management..., Multi-generational..., Wealth Management, High Net Worth..., Series 7
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Literature
Dulaney High School
Merrill Lynch June 2010 - Present
Morgan Stanley Wealth Management October 2004 - June 2010
A.G.Edwards January 1999 - January 2004
Skills
Public Speaking, Budgets, Investment Management, Retirement Planning, Fixed Income Strategies, Equity Management, Variable Annuities, Wealth Management..., Multi-generational..., Wealth Management, High Net Worth..., Series 7
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Literature
Dulaney High School
Bill Tsotsos Bill Tsotsos's A.G.Edwards Experience August 1996 - January 2001
Job "Business Coach and Consultant for CPAs and Other Advisers"
Industry Accounting
Experience
BD Consultants January 2011 - Present
Life Insurance Buyers, Inc. 2003 - 2009
Self employed independent business consultant February 2002 - March 2003
American National Life Insurance Co, January 2001 - January 2002
A.G.Edwards August 1996 - January 2001
Paine Webber January 1991 - August 1996
More Than Just Taxes April 1984 - December 1990
Wavetek April 1982 - April 1984
PepsiCo February 1980 - April 1982
Touche Ross January 1977 - January 1980
Skills
Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing, Financial Planning, Strategic Partnerships, Strategic Financial..., Accounting, Mergers & Acquisitions, New Business Development, Business Strategy, Connector, Executive Management, Sales Operations, Executive Coaching, Coaching, CPA
Education
Penn State University 1973 — 1975
Bachelor's Degree, Business Administration - Finance Degree
The Pennsylvania State University
Bachelor's Degree, Finance
BD Consultants January 2011 - Present
Life Insurance Buyers, Inc. 2003 - 2009
Self employed independent business consultant February 2002 - March 2003
American National Life Insurance Co, January 2001 - January 2002
A.G.Edwards August 1996 - January 2001
Paine Webber January 1991 - August 1996
More Than Just Taxes April 1984 - December 1990
Wavetek April 1982 - April 1984
PepsiCo February 1980 - April 1982
Touche Ross January 1977 - January 1980
Skills
Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing, Financial Planning, Strategic Partnerships, Strategic Financial..., Accounting, Mergers & Acquisitions, New Business Development, Business Strategy, Connector, Executive Management, Sales Operations, Executive Coaching, Coaching, CPA
Education
Penn State University 1973 — 1975
Bachelor's Degree, Business Administration - Finance Degree
The Pennsylvania State University
Bachelor's Degree, Finance
Tom Biggs Tom Biggs's A.G.Edwards Experience July 1995 - July 2009
Job Business Analyst at Express Scripts
Industry Financial Services
Experience
Express Scripts January 2012 - Present
Monsanto (Contractor through S3) December 2011 - January 2012
Wells Fargo (Contractor through Apex) March 2010 - September 2011
A.G.Edwards July 1995 - July 2009
Wells Fargo Advisors July 1995 - July 2009
WELLS FARGO ADVISORS January 1995 - July 2009
Wachovia Securities (Formerly A. G. Edwards & Sons) 1995 - July 2009
Skills
Software Documentation, Process Improvement, SharePoint, Unix, Project Management, MS Project, Data Center, Vendor Management, Access, Active Directory, PMP, Microsoft Excel, PowerPoint, SDLC, Visio, IT Management
Education
Saint Louis University 2001 — 2007
Bachelor of Science, Computer Science
Southern Illinois University, Edwardsville 1985 — 1989
Edwardsville High School
Saint Louis University - St
Bachelor of Science, Computer Science
Express Scripts January 2012 - Present
Monsanto (Contractor through S3) December 2011 - January 2012
Wells Fargo (Contractor through Apex) March 2010 - September 2011
A.G.Edwards July 1995 - July 2009
Wells Fargo Advisors July 1995 - July 2009
WELLS FARGO ADVISORS January 1995 - July 2009
Wachovia Securities (Formerly A. G. Edwards & Sons) 1995 - July 2009
Skills
Software Documentation, Process Improvement, SharePoint, Unix, Project Management, MS Project, Data Center, Vendor Management, Access, Active Directory, PMP, Microsoft Excel, PowerPoint, SDLC, Visio, IT Management
Education
Saint Louis University 2001 — 2007
Bachelor of Science, Computer Science
Southern Illinois University, Edwardsville 1985 — 1989
Edwardsville High School
Saint Louis University - St
Bachelor of Science, Computer Science
Donna J. Breckenridge Donna J. Breckenridge's A.G.Edwards Experience August 2004 - May 2008
Job at U.S. Bank
Industry Information Services
Experience
U.S. Bank August 2010 - Present
Modis March 2010 - August 2010
Wachovia Securities, LLC May 2008 - May 2010
Modis 2010 - 2010
Wachovia Securities, LLC October 2007 - March 2009
A.G.Edwards August 2004 - May 2008
AG EDWARDS & SONS (A DIVISION OF WACHOVIA SECURITIES) January 2000 - January 2007
A.G. Edwards Technology Group Inc August 2004 - February 2005
A. G. Edwards and Sons March 2003 - June 2004
A.G. Edwards & Sons, Inc. January 1999 - November 2002
Education
University of Phoenix
BSIT - Bachelor’s degree in Information Security
Maryville University of Saint Louis 1988 — 1990
Gen. College Credits
Hickey Business College 1983 — 1985
Certificate, Business Acumen and MIS studies
U.S. Bank August 2010 - Present
Modis March 2010 - August 2010
Wachovia Securities, LLC May 2008 - May 2010
Modis 2010 - 2010
Wachovia Securities, LLC October 2007 - March 2009
A.G.Edwards August 2004 - May 2008
AG EDWARDS & SONS (A DIVISION OF WACHOVIA SECURITIES) January 2000 - January 2007
A.G. Edwards Technology Group Inc August 2004 - February 2005
A. G. Edwards and Sons March 2003 - June 2004
A.G. Edwards & Sons, Inc. January 1999 - November 2002
Education
University of Phoenix
BSIT - Bachelor’s degree in Information Security
Maryville University of Saint Louis 1988 — 1990
Gen. College Credits
Hickey Business College 1983 — 1985
Certificate, Business Acumen and MIS studies
Carol Milius Lippman, CFA Carol Milius Lippman, CFA's A.G.Edwards Experience 1980 - 2011
Job Managing Director at Dearborn Partners
Industry Investment Management
Experience
Dearborn Partners August 2011 - Present
A.G. Edwards, Wachovia, Wells Fargo Advisors February 1980 - August 2011
A.G.Edwards 1980 - 2011
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Securities, Mutual Funds, Equities, Asset Management, Risk Management, Financial Modeling, Investment Strategies, Chartered Financial..., Valuation
Education
Northwestern University
BS
Dearborn Partners August 2011 - Present
A.G. Edwards, Wachovia, Wells Fargo Advisors February 1980 - August 2011
A.G.Edwards 1980 - 2011
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Securities, Mutual Funds, Equities, Asset Management, Risk Management, Financial Modeling, Investment Strategies, Chartered Financial..., Valuation
Education
Northwestern University
BS
Mark Schlafly Mark Schlafly's A.G.Edwards Experience 1985 - 2006
Job Washington University St. Louis
Industry Financial Services
Experience
Washington University in St. Louis August 2011 - Present
FSC Securites June 2008 - May 2011
LPL Financial 2006 - 2008
A.G.Edwards 1985 - 2006
Skills
Asset Allocation, Series 7, Alternative Investments, Securities, Mutual Funds, Series 24, Investments, Investment Advisory, Asset Management, Hedge Funds, Financial Services, Retirement Planning, Financial Advisory, Series 63, Fixed Income, FINRA, Portfolio Management, Asset Managment, Investment Management, Wealth Management, Equities, Executive Management, Capital Markets, Investment Strategies, Due Diligence, Fixed Annuities, Strategic Financial..., Private Equity, 401k, Estate Planning, Bonds, Bloomberg, Trading, Relationship Management, Funding, Series 65, Brokerage, Investment Products, Product Management, CFP, Variable Annuities, Retirement, Valuation, Options, Venture Capital, Financial Modeling, Finance, Managed Accounts
Education
Saint Louis University 1980 — 1982
B.S., Finance
Washington University in St. Louis August 2011 - Present
FSC Securites June 2008 - May 2011
LPL Financial 2006 - 2008
A.G.Edwards 1985 - 2006
Skills
Asset Allocation, Series 7, Alternative Investments, Securities, Mutual Funds, Series 24, Investments, Investment Advisory, Asset Management, Hedge Funds, Financial Services, Retirement Planning, Financial Advisory, Series 63, Fixed Income, FINRA, Portfolio Management, Asset Managment, Investment Management, Wealth Management, Equities, Executive Management, Capital Markets, Investment Strategies, Due Diligence, Fixed Annuities, Strategic Financial..., Private Equity, 401k, Estate Planning, Bonds, Bloomberg, Trading, Relationship Management, Funding, Series 65, Brokerage, Investment Products, Product Management, CFP, Variable Annuities, Retirement, Valuation, Options, Venture Capital, Financial Modeling, Finance, Managed Accounts
Education
Saint Louis University 1980 — 1982
B.S., Finance
Alan Dalewitz Alan Dalewitz's A.G.Edwards Experience 1989 - 1992
Job SVP Herbert J Sims & Co.Fixed Income Specialist for Institutions, Money Managers,CPA's, and High Net Worth individuals
Industry Financial Services
Experience
Herbert J Sims & Co, Inc. April 2006 - Present
Valley National Bank July 2003 - March 2006
Herbert J. Sims & Co., Inc. July 1995 - July 2003
Oppenheimer & Co. 1992 - 1995
A.G.Edwards 1989 - 1992
Irving Trust 1981 - 1989
Bank Of New York 1969 - 1981
Skills
Bonds, High Yield, Debt, Fixed Income, Municipal, Securities, Portfolio Management, Finance, Investment Strategies, Mutual Funds, Municipalities, Investments, Alternative Investments, Private Equity, Municipal Bonds, Asset Managment, Investment Banking, Wealth Management, Investment Management, Financial Markets, Financial Services, Investment Advisory, Project Finance, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1977
MBA, Accounting
Queens College 1965 — 1969
BA, Economics, Political Science
Herbert J Sims & Co, Inc. April 2006 - Present
Valley National Bank July 2003 - March 2006
Herbert J. Sims & Co., Inc. July 1995 - July 2003
Oppenheimer & Co. 1992 - 1995
A.G.Edwards 1989 - 1992
Irving Trust 1981 - 1989
Bank Of New York 1969 - 1981
Skills
Bonds, High Yield, Debt, Fixed Income, Municipal, Securities, Portfolio Management, Finance, Investment Strategies, Mutual Funds, Municipalities, Investments, Alternative Investments, Private Equity, Municipal Bonds, Asset Managment, Investment Banking, Wealth Management, Investment Management, Financial Markets, Financial Services, Investment Advisory, Project Finance, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1977
MBA, Accounting
Queens College 1965 — 1969
BA, Economics, Political Science
Trey Villines Trey Villines's A.G.Edwards Experience May 2006 - May 2008
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
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
Linda Eggers's A.G.Edwards Experience January 1997 - July 1999
Job Compensation at Arch Coal, Inc.
Industry Mining & Metals
Experience
Arch Coal, Inc. CompensationCharter CommunicationsSeptember 2000 - July 2005
A.G.Edwards January 1997 - July 1999
Skills
Performance Management, Benefits Administration, HRIS, Employee Relations, Deferred Compensation, Talent Management, Human Resources, Onboarding, Employee Benefits, Applicant Tracking..., PeopleSoft, FMLA, Employee Engagement
Education
Saint Louis University 1992 — 1994
MBA
Arch Coal, Inc. CompensationCharter CommunicationsSeptember 2000 - July 2005
A.G.Edwards January 1997 - July 1999
Skills
Performance Management, Benefits Administration, HRIS, Employee Relations, Deferred Compensation, Talent Management, Human Resources, Onboarding, Employee Benefits, Applicant Tracking..., PeopleSoft, FMLA, Employee Engagement
Education
Saint Louis University 1992 — 1994
MBA
John Pougiales's A.G.Edwards Experience 1989 - 2006
Job Financial Advisor/ Branch Manager at Raymond James Financial Services,Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC March 2006 - Present
A.G.Edwards 1989 - 2006
Education
University of Colorado at Denver 1981 — 1985
Bachelor of Arts (B.A.), Geology
Raymond James Financial Services, Inc. Member FINRA/SIPC March 2006 - Present
A.G.Edwards 1989 - 2006
Education
University of Colorado at Denver 1981 — 1985
Bachelor of Arts (B.A.), Geology
Denise Gabay Otten's A.G.Edwards Experience September 2001 - July 2005
Job Wealth Advisor & Author of "CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did"
Industry Financial Services
Experience
Elite Wealth Strategies August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G.Edwards September 2001 - July 2005
CNBC February 1989 - July 1990
Skills
Asset Allocation, Series 7, Strategic Financial..., Mutual Funds
Education
Rutgers University
Bachelors of Journalism
Elite Wealth Strategies August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G.Edwards September 2001 - July 2005
CNBC February 1989 - July 1990
Skills
Asset Allocation, Series 7, Strategic Financial..., Mutual Funds
Education
Rutgers University
Bachelors of Journalism
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.