American Municipal Securities
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American Municipal Securities Employees
Employee
Years
Job
Industry
Don Lake, CFP® Don Lake, CFP®'s American Municipal Securities Experience 1992 - 2003
Job Senior Vice President BBVA Compass Global Wealth
Industry Banking
Experience
BBVA Compass June 2014 - Present
TD 2010 - June 2014
Regions Bank, successor to AmSouth Bank 2003 - 2009
American Municipal Securities 1992 - 2003
Skills
Loans, Banking, Commercial Mortgages, Portfolio Management, Private Banking, Commercial Banking, Underwriting, Retail Banking, Commercial Lending, Small Business Lending, Investments, Relationship Management, Credit, Finance, Financial Analysis, Wealth Management, Mortgage Lending, Credit Risk, Consumer Lending, Lines Of Credit
Education
University of Florida - Warrington College of Business Administration 1977 — 1979
Bachelors, Finance
BBVA Compass June 2014 - Present
TD 2010 - June 2014
Regions Bank, successor to AmSouth Bank 2003 - 2009
American Municipal Securities 1992 - 2003
Skills
Loans, Banking, Commercial Mortgages, Portfolio Management, Private Banking, Commercial Banking, Underwriting, Retail Banking, Commercial Lending, Small Business Lending, Investments, Relationship Management, Credit, Finance, Financial Analysis, Wealth Management, Mortgage Lending, Credit Risk, Consumer Lending, Lines Of Credit
Education
University of Florida - Warrington College of Business Administration 1977 — 1979
Bachelors, Finance
Debra Neumeier Debra Neumeier's American Municipal Securities Experience 1986 - 1988
Job Director, Software at Tech Data
Industry Computer Software
Experience
Tech Data December 2013 - Present
Tech Data May 2011 - December 2013
Tech Data February 2005 - May 2011
Debra A. Neumeier, Inc. 2003 - 2005
Sybase March 1997 - October 2001
PowerCerv September 1992 - March 1997
Powersoft 1988 - 1992
American Municipal Securities 1986 - 1988
American Municipal Securities 1986 - 1988
American Municipal Securities 1986 - 1988
Skills
Sales Management, Channel Management, Channel Marketing, Partner Recruitment, Change Management, Oracle, SaaS, Channel Partners, Channel Sales, Multi-channel Marketing, Marketing Management, Marketing Strategy, Product Marketing, Account Management, Partner Management, Management, Marketing, Enterprise Software, Sales, Selling, Strategy, Solution Selling, Key Account Management, Lead Generation, Software Industry, Recruiting, Business Intelligence, Sales Enablement, Go-to-market Strategy, Salesforce.com, P&L Management, Leadership, Marketing Automation, Strategic Partnerships, E-commerce, CRM, Demand Generation, Product Management, Cloud Computing, Professional Services, Sales Operations, Cross-functional Team..., Vendor Management, B2B Marketing, Partner Development, B2B, Sales Process, Business Development, Resellers, Business Alliances
Education
University of South Florida 1984 — 1991
BS, Business Administration - Marketing
Tech Data December 2013 - Present
Tech Data May 2011 - December 2013
Tech Data February 2005 - May 2011
Debra A. Neumeier, Inc. 2003 - 2005
Sybase March 1997 - October 2001
PowerCerv September 1992 - March 1997
Powersoft 1988 - 1992
American Municipal Securities 1986 - 1988
American Municipal Securities 1986 - 1988
American Municipal Securities 1986 - 1988
Skills
Sales Management, Channel Management, Channel Marketing, Partner Recruitment, Change Management, Oracle, SaaS, Channel Partners, Channel Sales, Multi-channel Marketing, Marketing Management, Marketing Strategy, Product Marketing, Account Management, Partner Management, Management, Marketing, Enterprise Software, Sales, Selling, Strategy, Solution Selling, Key Account Management, Lead Generation, Software Industry, Recruiting, Business Intelligence, Sales Enablement, Go-to-market Strategy, Salesforce.com, P&L Management, Leadership, Marketing Automation, Strategic Partnerships, E-commerce, CRM, Demand Generation, Product Management, Cloud Computing, Professional Services, Sales Operations, Cross-functional Team..., Vendor Management, B2B Marketing, Partner Development, B2B, Sales Process, Business Development, Resellers, Business Alliances
Education
University of South Florida 1984 — 1991
BS, Business Administration - Marketing
Larry Furrer Larry Furrer's American Municipal Securities Experience January 1993 - Present
Job Branch Manager at American Municipal Securities
Industry Financial Services
Experience
American Municipal Securities January 1993 - Present
Skills
Customer Service, Microsoft Excel, Loans, Commercial Banking, Leadership, Operations Management, Budgets, Management, Small Business, Team Leadership, Strategic Planning, Project Planning, Team Building, Coaching, Leadership Development, Portfolio Management, Business Development, Analysis, PowerPoint, Process Improvement, Series 7, SBA, Contract Negotiation, Training, Research, Financial Analysis, Program Management, Small Business Lending, Administration
Education
University of Arkansas at Little Rock 1970 — 1974
Bachelor of Science (BS), Accounting
University of Arkansas at Little Rock 1970 — 1974
Accounting
American Municipal Securities January 1993 - Present
Skills
Customer Service, Microsoft Excel, Loans, Commercial Banking, Leadership, Operations Management, Budgets, Management, Small Business, Team Leadership, Strategic Planning, Project Planning, Team Building, Coaching, Leadership Development, Portfolio Management, Business Development, Analysis, PowerPoint, Process Improvement, Series 7, SBA, Contract Negotiation, Training, Research, Financial Analysis, Program Management, Small Business Lending, Administration
Education
University of Arkansas at Little Rock 1970 — 1974
Bachelor of Science (BS), Accounting
University of Arkansas at Little Rock 1970 — 1974
Accounting
Brandi Bass Brandi Bass's American Municipal Securities Experience March 2002 - August 2003
Job Tax Preparer
Industry Accounting
Experience
Jackson Hewitt Tax Service Inc. 2014 - Present
The Hughes Agency March 2004 - November 2009
American Municipal Securities March 2002 - August 2003
CapRock Communications/McCleodUSA August 2000 - March 2002
Skills
CRM, Human Resources, Interviews, Recruiting, Training, Administrative...
Education
University of Phoenix
Jackson Hewitt Tax Service Inc. 2014 - Present
The Hughes Agency March 2004 - November 2009
American Municipal Securities March 2002 - August 2003
CapRock Communications/McCleodUSA August 2000 - March 2002
Skills
CRM, Human Resources, Interviews, Recruiting, Training, Administrative...
Education
University of Phoenix
David Polkinghorn David Polkinghorn's American Municipal Securities Experience June 2015 - Present
Job Registered Representative
Industry Financial Services
Experience
American Municipal Securities June 2015 - Present
Soaring Wings HQ, LLC dba Ker's WingHouse August 2014 - June 2015
Waddell & Reed February 2012 - March 2014
Hooters Management Corporation September 2008 - January 2010
MTD Technologies, LLC November 2005 - September 2008
MTD Technologies, Inc. September 2003 - November 2005
Skills
Customer Service, Finance, Financial Analysis, Insurance, Management, Risk Management, Microsoft Office, Financial Reporting, Accounting, General Ledger, Team Building, Process Improvement, Budgets, Strategic Planning, Sales Management
Education
University of South Florida 2010 — 2011
Bachelor of Science (B.S.), Finance and Economics, 3.68 GPA
St. Petersburg College 2000 — 2003
Associate of Arts (AA), Accounting, 3.28 GPA
American Municipal Securities June 2015 - Present
Soaring Wings HQ, LLC dba Ker's WingHouse August 2014 - June 2015
Waddell & Reed February 2012 - March 2014
Hooters Management Corporation September 2008 - January 2010
MTD Technologies, LLC November 2005 - September 2008
MTD Technologies, Inc. September 2003 - November 2005
Skills
Customer Service, Finance, Financial Analysis, Insurance, Management, Risk Management, Microsoft Office, Financial Reporting, Accounting, General Ledger, Team Building, Process Improvement, Budgets, Strategic Planning, Sales Management
Education
University of South Florida 2010 — 2011
Bachelor of Science (B.S.), Finance and Economics, 3.68 GPA
St. Petersburg College 2000 — 2003
Associate of Arts (AA), Accounting, 3.28 GPA
Tony Papas Tony Papas's American Municipal Securities Experience April 2006 - December 2006
Job Group Leader, Project Manager at PNC
Industry Banking
Experience
PNC February 2014 - Present
PNC Financial Services Group August 2010 - February 2014
PNC Financial Services Group January 2010 - August 2010
PNC Investments/NatCity Investments January 2009 - January 2010
National City Bank May 2007 - January 2009
American Municipal Securities April 2006 - December 2006
Skills
Credit, Commercial Lending, Banking, Small Business Lending, Loans, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Finance, Microsoft Excel, Relationship Management, Root Cause Analysis, Process Improvement, Leadership, Cross-functional Team...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA, Finance, Marketing
University of Pittsburgh 2003 — 2007
B.S., Finance
PNC February 2014 - Present
PNC Financial Services Group August 2010 - February 2014
PNC Financial Services Group January 2010 - August 2010
PNC Investments/NatCity Investments January 2009 - January 2010
National City Bank May 2007 - January 2009
American Municipal Securities April 2006 - December 2006
Skills
Credit, Commercial Lending, Banking, Small Business Lending, Loans, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Finance, Microsoft Excel, Relationship Management, Root Cause Analysis, Process Improvement, Leadership, Cross-functional Team...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA, Finance, Marketing
University of Pittsburgh 2003 — 2007
B.S., Finance
Hugh Johnson Hugh Johnson's American Municipal Securities Experience March 2003 - January 2004
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Denise Frazzini Denise Frazzini's American Municipal Securities Experience January 2008 - August 2008
Job MBA, Geo Washington University
Industry Investment Management
Experience
Compass Point Research and Trading LLC June 2009 - December 2009
AMERICAN MUNICIPAL SECURITIES January 2008 - August 2008
Seagate Technology July 2002 - October 2007
MICRO INTEGRATED SYSTEMS, INC June 1997 - July 1998
LOUIS J May 1990 - January 1996
Education
The George Washington University - School of Business 2008 — 2010
MBA candidate, Finance and Investing
SCHOOL OF THE ART INSTITUTE OF CHICAGO
Bachelor of Fine Arts, Visual Communication
GEORGE WASHINGTON UNIVERSITY
Master of Business Administration, Finance and Investments
Mount Vernon Fellow
Compass Point Research and Trading LLC June 2009 - December 2009
AMERICAN MUNICIPAL SECURITIES January 2008 - August 2008
Seagate Technology July 2002 - October 2007
MICRO INTEGRATED SYSTEMS, INC June 1997 - July 1998
LOUIS J May 1990 - January 1996
Education
The George Washington University - School of Business 2008 — 2010
MBA candidate, Finance and Investing
SCHOOL OF THE ART INSTITUTE OF CHICAGO
Bachelor of Fine Arts, Visual Communication
GEORGE WASHINGTON UNIVERSITY
Master of Business Administration, Finance and Investments
Mount Vernon Fellow
Rachel Humphrey Rachel Humphrey's American Municipal Securities Experience May 2009 - August 2009
Job Vice President at Eastdil Secured
Industry Higher Education
Experience
Eastdil Secured June 2011 - Present
Penn Tutoring Center September 2009 - September 2012
The Wharton School August 2008 - June 2012
Mid-Atlantic Capital Group May 2010 - August 2010
American Municipal Securities May 2009 - August 2009
American Municipal Securities May 2009 - August 2009
n/a December 2006 - August 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Finance, Undecided (2nd concentration), Latin American Studies Minor
Fox Chapel Area High School
Penn
University of Alicante
Wharton School, University of Pennsylvania
Bachelor of Science, Economics; Finance, Real Estate
Wharton School, University of Pennsylvania
Bachelor of Science, Economics
Eastdil Secured June 2011 - Present
Penn Tutoring Center September 2009 - September 2012
The Wharton School August 2008 - June 2012
Mid-Atlantic Capital Group May 2010 - August 2010
American Municipal Securities May 2009 - August 2009
American Municipal Securities May 2009 - August 2009
n/a December 2006 - August 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Finance, Undecided (2nd concentration), Latin American Studies Minor
Fox Chapel Area High School
Penn
University of Alicante
Wharton School, University of Pennsylvania
Bachelor of Science, Economics; Finance, Real Estate
Wharton School, University of Pennsylvania
Bachelor of Science, Economics
Natalie Bezek Natalie Bezek's American Municipal Securities Experience September 2010 - December 2010
Job Advisory Senior Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte August 2015 - Present
Deloitte February 2013 - August 2015
Deloitte June 2012 - August 2012
Incline Equity (Formerly PNC Equity) September 2011 - December 2011
American Municipal Securities September 2010 - December 2010
Education
Duquesne University 2009 — 2012
Bachelor of Science in Business Administration, Finance, International Business
Institute for American Universities 2011 — 2011
Bachelor of Science in Business Administration, International Business
Deloitte August 2015 - Present
Deloitte February 2013 - August 2015
Deloitte June 2012 - August 2012
Incline Equity (Formerly PNC Equity) September 2011 - December 2011
American Municipal Securities September 2010 - December 2010
Education
Duquesne University 2009 — 2012
Bachelor of Science in Business Administration, Finance, International Business
Institute for American Universities 2011 — 2011
Bachelor of Science in Business Administration, International Business
Emily Knighton Emily Knighton's American Municipal Securities Experience October 2013 - Present
Job Assistant Financial Officer at American Municipal Securities
Industry Financial Services
Experience
American Municipal Securities October 2013 - Present
P2 Energy Solutions June 2012 - October 2013
WorldTeach Costa Rica May 2011 - August 2011
Camp Mataponi June 2009 - August 2009
Seven Oaks Cafe May 2006 - September 2008
Skills
Data Analysis, Series 7, Series 66, Microsoft Excel, Customer Service, Fundraising, Community Outreach, Team Leadership, Leadership, Facebook, Strategic Planning, Microsoft Office, Teaching, Public Speaking, Social Networking, Time Management, Microsoft Word, Event Planning, Event Management, Photoshop, Spanish, Business Analysis, Nonprofits, Research, Editing, Market Research, Social Media, Policy Analysis, International..., Economics, ESL, PowerPoint, Access, Problem Solving, Collaborative Problem..., Collaborative Leadership, Mac and PC Literate
Education
University of Florida 2008 — 2012
BA, Economics
University of South Florida-St. Petersburg Campus 2013 — 2014
Bachelor of Science (B.S.), Accounting
Paul R. Wharton High School 2004 — 2008
American Municipal Securities October 2013 - Present
P2 Energy Solutions June 2012 - October 2013
WorldTeach Costa Rica May 2011 - August 2011
Camp Mataponi June 2009 - August 2009
Seven Oaks Cafe May 2006 - September 2008
Skills
Data Analysis, Series 7, Series 66, Microsoft Excel, Customer Service, Fundraising, Community Outreach, Team Leadership, Leadership, Facebook, Strategic Planning, Microsoft Office, Teaching, Public Speaking, Social Networking, Time Management, Microsoft Word, Event Planning, Event Management, Photoshop, Spanish, Business Analysis, Nonprofits, Research, Editing, Market Research, Social Media, Policy Analysis, International..., Economics, ESL, PowerPoint, Access, Problem Solving, Collaborative Problem..., Collaborative Leadership, Mac and PC Literate
Education
University of Florida 2008 — 2012
BA, Economics
University of South Florida-St. Petersburg Campus 2013 — 2014
Bachelor of Science (B.S.), Accounting
Paul R. Wharton High School 2004 — 2008
Stephen Touset's American Municipal Securities Experience 2003 - 2003
Job Security Engineer at Square
Industry Computer & Network Security
Experience
Square November 2013 - Present
OneLogin, Inc. August 2012 - November 2013
InComm April 2011 - August 2012
Emcien, Inc. August 2007 - May 2011
Damballa, Inc. January 2007 - July 2007
StayOnline September 2005 - January 2007
iKobo, Inc. March 2004 - September 2005
Advanced Logic Solutions, Inc. 1998 - 2004
American Municipal Securities 2003 - 2003
Skills
Ruby, Software Development, Debian, Linux, Ruby on Rails, C#, Programming, CVS, Java, C++
Education
Kennesaw State University 2002 — 2005
B.S., Math, Computer Science
Square November 2013 - Present
OneLogin, Inc. August 2012 - November 2013
InComm April 2011 - August 2012
Emcien, Inc. August 2007 - May 2011
Damballa, Inc. January 2007 - July 2007
StayOnline September 2005 - January 2007
iKobo, Inc. March 2004 - September 2005
Advanced Logic Solutions, Inc. 1998 - 2004
American Municipal Securities 2003 - 2003
Skills
Ruby, Software Development, Debian, Linux, Ruby on Rails, C#, Programming, CVS, Java, C++
Education
Kennesaw State University 2002 — 2005
B.S., Math, Computer Science
Mike Truman's American Municipal Securities Experience January 2008 - May 2010
Job Business Analyst
Industry Financial Services
Experience
Highmark Blue Cross Blue Shield March 2015 - Present
Aetna July 2014 - February 2015
Internal Revenue Service December 2013 - July 2014
Aflac February 2013 - January 2014
American Municipal Securities January 2008 - May 2010
DeWoll Boberg and Associates January 2006 - July 2007
Skills
Analysis, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Bonds, Financial Modeling, Valuation, Securities, Investments, Mutual Funds, Finance, Strategic Financial..., Insurance, Accounting, Coaching, Financial Advisory, Project Management, Public Speaking, Series 7, Team Building
Education
University of Phoenix 2003 — 2004
Master's, Organizational Management, 3.55 GPA
Highmark Blue Cross Blue Shield March 2015 - Present
Aetna July 2014 - February 2015
Internal Revenue Service December 2013 - July 2014
Aflac February 2013 - January 2014
American Municipal Securities January 2008 - May 2010
DeWoll Boberg and Associates January 2006 - July 2007
Skills
Analysis, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Bonds, Financial Modeling, Valuation, Securities, Investments, Mutual Funds, Finance, Strategic Financial..., Insurance, Accounting, Coaching, Financial Advisory, Project Management, Public Speaking, Series 7, Team Building
Education
University of Phoenix 2003 — 2004
Master's, Organizational Management, 3.55 GPA
David Beardsley II's American Municipal Securities Experience May 2013 - June 2015
Job Municipal Bond Trader at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. June 2015 - Present
American Municipal Securities May 2013 - June 2015
American Municipal Securities July 2011 - May 2013
RMC Property Group April 2011 - June 2011
University of South Florida 2007 - 2011
Navitar Capital June 2010 - December 2010
Skills
Portfolio Management, Bloomberg, Equities, Series 7, Series 63, Financial Analysis, Fixed Income, Research, Valuation, Microsoft Excel, Asset Management, Breathing, Equity Research, Excel, CFA candidate
Education
University of South Florida - College of Business Administration 2007 — 2011
B.A., Business Economics
INTL FCStone Inc. June 2015 - Present
American Municipal Securities May 2013 - June 2015
American Municipal Securities July 2011 - May 2013
RMC Property Group April 2011 - June 2011
University of South Florida 2007 - 2011
Navitar Capital June 2010 - December 2010
Skills
Portfolio Management, Bloomberg, Equities, Series 7, Series 63, Financial Analysis, Fixed Income, Research, Valuation, Microsoft Excel, Asset Management, Breathing, Equity Research, Excel, CFA candidate
Education
University of South Florida - College of Business Administration 2007 — 2011
B.A., Business Economics
Latrelle Sasser's American Municipal Securities Experience September 1990 - June 1995
Job CEO, Community Home Solutions, LLC
Industry Financial Services
Experience
Community Home Solutions, LLC August 2009 - Present
Raymond James Financial Inc. June 1995 - March 2009
American Municipal Securities September 1990 - June 1995
Skills
Leadership Development, Change Management, Customer Service, Strategic Planning, Project Management, Training, Budgets, Real Estate Investor, Negotiation, Research, English, Public Speaking, Risk Mitigation, Microsoft Excel
Education
University of South Florida 1995 — 2000
Bachelor of Arts (BA), Finance, General
Community Home Solutions, LLC August 2009 - Present
Raymond James Financial Inc. June 1995 - March 2009
American Municipal Securities September 1990 - June 1995
Skills
Leadership Development, Change Management, Customer Service, Strategic Planning, Project Management, Training, Budgets, Real Estate Investor, Negotiation, Research, English, Public Speaking, Risk Mitigation, Microsoft Excel
Education
University of South Florida 1995 — 2000
Bachelor of Arts (BA), Finance, General
Patricia Zito's American Municipal Securities Experience March 1993 - March 2008
Job Senior Supervision Specialist at Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Inc. March 2008 - Present
Raymond James Financial Services March 2008 - Present
American Municipal Securities March 1993 - March 2008
American Municipal Securities January 1993 - January 2008
Kmart Corporation January 1983 - January 2005
Barnett Bank, et al January 1986 - January 1993
Barnett Bank,et al 1986 - 1993
p/t January 1987 - January 1990
Skills
Series 7, Series 24, Series 66, Series 53, Series 31
Education
St. Petersburg College 2006 — 2010
Bachelor of Science, Banking and Finance
Banking/Finance St. Petersburg College
Bachelors Degree, Honors, 2010
Raymond James Financial Inc. March 2008 - Present
Raymond James Financial Services March 2008 - Present
American Municipal Securities March 1993 - March 2008
American Municipal Securities January 1993 - January 2008
Kmart Corporation January 1983 - January 2005
Barnett Bank, et al January 1986 - January 1993
Barnett Bank,et al 1986 - 1993
p/t January 1987 - January 1990
Skills
Series 7, Series 24, Series 66, Series 53, Series 31
Education
St. Petersburg College 2006 — 2010
Bachelor of Science, Banking and Finance
Banking/Finance St. Petersburg College
Bachelors Degree, Honors, 2010
Jay Lake's American Municipal Securities Experience December 1986 - Present
Job Investment Advisor at American Municipal Securities
Industry Financial Services
Experience
American Municipal Securities December 1986 - Present
Skills
Marketing, Estate Planning, Strategic Planning, Budgets, Sales, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Microsoft Excel, Equities, Leadership, Alternative Investments
Education
University of Central Florida - College of Business Administration 1984 — 1986
BS, Marketing
University of Florida 1979 — 1983
American Municipal Securities December 1986 - Present
Skills
Marketing, Estate Planning, Strategic Planning, Budgets, Sales, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Microsoft Excel, Equities, Leadership, Alternative Investments
Education
University of Central Florida - College of Business Administration 1984 — 1986
BS, Marketing
University of Florida 1979 — 1983
Harry Heidelberg's American Municipal Securities Experience November 2005 - 2014
Job registered investment pofessional at american municipal securities
Industry Financial Services
Experience
american municipal securities November 2005 - 2014
Simmons First National Bank November 1987 - November 2002
Skills
Communications & Public..., Portfolio Management, Series 7, Financial Analysis, Investments, Bloomberg, Equities, Fixed Income, Asset Allocation, Asset Management, Series 63, Alternative Investments, Commercial Banking, Small Business Lending, Insurance, Investment Management, Microsoft Excel, Customer Service, Salesforce.com, Strategic Planning, Wealth Management
Education
University of Arkansas at Fayetteville 1957 — 1960
Bachelor of Arts (BA)
Rhodes College
american municipal securities November 2005 - 2014
Simmons First National Bank November 1987 - November 2002
Skills
Communications & Public..., Portfolio Management, Series 7, Financial Analysis, Investments, Bloomberg, Equities, Fixed Income, Asset Allocation, Asset Management, Series 63, Alternative Investments, Commercial Banking, Small Business Lending, Insurance, Investment Management, Microsoft Excel, Customer Service, Salesforce.com, Strategic Planning, Wealth Management
Education
University of Arkansas at Fayetteville 1957 — 1960
Bachelor of Arts (BA)
Rhodes College
Geoffrey Lunn's American Municipal Securities Experience 2000 - 2008
Job Municipal Bond Trader at WFG Investments, Inc.
Industry Financial Services
Experience
WFG Investments, Inc. September 2008 - Present
American Municipal Securities 2000 - 2008
Skills
Trading, Institutional Sales, Bonds, Fixed Income, Series 7, Series 63, Portfolio Management, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Pittsburgh 1997 — 2000
BSBA, Finance and Financial Management Services, Summa Cum Laude
WFG Investments, Inc. September 2008 - Present
American Municipal Securities 2000 - 2008
Skills
Trading, Institutional Sales, Bonds, Fixed Income, Series 7, Series 63, Portfolio Management, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Pittsburgh 1997 — 2000
BSBA, Finance and Financial Management Services, Summa Cum Laude