George K. Baum & Company
Description
Founded: 1928 Parent organization: George K. Baum Holdings, Inc. Subsidiaries: George K. Baum Capital Advisors, Inc., George K. Baum & Company, Research Division
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George K. Baum & Company Employees
Employee
Years
Job
Industry
Nicholas Petruska Nicholas Petruska's George K. Baum & Company Experience May 2009 - October 2009
Job Chief Financial Officer and Executive Vice President at Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC)
Industry Investment Banking
Experience
Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC) May 2015 - Present
Hennessy Capital LLC November 2013 - Present
CHS Capital LLC July 2012 - July 2014
Morgan Stanley January 2010 - July 2012
George K. Baum & Company May 2009 - October 2009
Western Reserve Partners LLC December 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Derivatives, Valuation, Buyouts, Private Equity, Mergers & Acquisitions, Due Diligence
Education
Miami University 2005 — 2009
Finance, Decision Sciences (Business Statistics), Mathematics
Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC) May 2015 - Present
Hennessy Capital LLC November 2013 - Present
CHS Capital LLC July 2012 - July 2014
Morgan Stanley January 2010 - July 2012
George K. Baum & Company May 2009 - October 2009
Western Reserve Partners LLC December 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Derivatives, Valuation, Buyouts, Private Equity, Mergers & Acquisitions, Due Diligence
Education
Miami University 2005 — 2009
Finance, Decision Sciences (Business Statistics), Mathematics
Brian Schmanke Brian Schmanke's George K. Baum & Company Experience March 2005 - Present
Job Senior Vice President Fixed Income at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company March 2005 - Present
Federal Home Loan Bank of Des Moines 2003 - 2005
CNBS, LLC 2000 - 2003
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Securities, Investment Advisory, Equities, Valuation, Derivatives, Bloomberg, Capital Markets, Financial Modeling, Investment Strategies, Financial Institutions, Series 63, Series 7, Credit Analysis
Education
Kansas State University 1994 — 1999
BS Business Administration, Finance
George K. Baum & Company March 2005 - Present
Federal Home Loan Bank of Des Moines 2003 - 2005
CNBS, LLC 2000 - 2003
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Securities, Investment Advisory, Equities, Valuation, Derivatives, Bloomberg, Capital Markets, Financial Modeling, Investment Strategies, Financial Institutions, Series 63, Series 7, Credit Analysis
Education
Kansas State University 1994 — 1999
BS Business Administration, Finance
Courtney Riley Courtney Riley's George K. Baum & Company Experience February 2015 - Present
Job Marketing Communications Associate at George K. Baum & Company
Industry Public Relations and Communications
Experience
George K. Baum & Company February 2015 - Present
AOE Consulting August 2014 - January 2015
Target June 2013 - August 2014
Target May 2012 - May 2013
CSU Life May 2012 - May 2013
The Rocky Mountain Collegian May 2011 - May 2012
Vail Daily May 2011 - August 2011
The Rocky Mountain Collegian April 2011 - May 2011
The Rocky Mountain Collegian August 2010 - May 2011
Target March 2007 - May 2011
Skills
Customer Service, News Writing, Editing, Public Relations, Team Management, Social Media, Sales, Communication, Microsoft Office, Leadership, AP Style, Ap Style, Journalism, Management, Team Leadership, Event Planning
Education
Colorado State University 2009 — 2013
Bachelor of the Arts, Journalism and Technical Communication and Public Relations
George K. Baum & Company February 2015 - Present
AOE Consulting August 2014 - January 2015
Target June 2013 - August 2014
Target May 2012 - May 2013
CSU Life May 2012 - May 2013
The Rocky Mountain Collegian May 2011 - May 2012
Vail Daily May 2011 - August 2011
The Rocky Mountain Collegian April 2011 - May 2011
The Rocky Mountain Collegian August 2010 - May 2011
Target March 2007 - May 2011
Skills
Customer Service, News Writing, Editing, Public Relations, Team Management, Social Media, Sales, Communication, Microsoft Office, Leadership, AP Style, Ap Style, Journalism, Management, Team Leadership, Event Planning
Education
Colorado State University 2009 — 2013
Bachelor of the Arts, Journalism and Technical Communication and Public Relations
Stefan Putyera Stefan Putyera's George K. Baum & Company Experience May 2008 - August 2008
Job Assistant Vice President, Software Equity Research at Barclays
Industry Research
Experience
Barclays Investment Bank June 2013 - Present
CA Technologies July 2012 - June 2013
CA Technologies July 2011 - July 2012
CA Technologies May 2010 - July 2011
CA Technologies July 2009 - May 2010
George K. Baum & Company May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Valuation, Accounting, Analysis, Corporate Finance, Equity Research, Management, Finance, Strategy
Education
Hofstra University 2010 — 2012
MS, Accounting
Siena College 2005 — 2009
BS, Finance
Barclays Investment Bank June 2013 - Present
CA Technologies July 2012 - June 2013
CA Technologies July 2011 - July 2012
CA Technologies May 2010 - July 2011
CA Technologies July 2009 - May 2010
George K. Baum & Company May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Valuation, Accounting, Analysis, Corporate Finance, Equity Research, Management, Finance, Strategy
Education
Hofstra University 2010 — 2012
MS, Accounting
Siena College 2005 — 2009
BS, Finance
Kevin Schoelzel Kevin Schoelzel's George K. Baum & Company Experience July 2012 - July 2012
Job Research Analyst at Gatemore Capital Management
Industry Financial Services
Experience
Gatemore Capital Management June 2015 - Present
Aspen Grove Capital LLC October 2014 - May 2015
George K. Baum & Company July 2012 - July 2012
Denver Zoo May 2011 - July 2011
Skills
Strategy, Management, Leadership, Marketing, Finance, Fundraising, Analysis, Project Planning, Accounting
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (BA), Majors in Political Science, Economics & History with a minor in Engineering Management
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Tuck Summer Bridge Program
Vanderbilt University 2012 — 2012
European Political Economy & Economic Institutions - London, England
Kent Denver School 2006 — 2010
Gatemore Capital Management June 2015 - Present
Aspen Grove Capital LLC October 2014 - May 2015
George K. Baum & Company July 2012 - July 2012
Denver Zoo May 2011 - July 2011
Skills
Strategy, Management, Leadership, Marketing, Finance, Fundraising, Analysis, Project Planning, Accounting
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (BA), Majors in Political Science, Economics & History with a minor in Engineering Management
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Tuck Summer Bridge Program
Vanderbilt University 2012 — 2012
European Political Economy & Economic Institutions - London, England
Kent Denver School 2006 — 2010
Amber O'Hara's George K. Baum & Company Experience May 2000 - December 2000
Job Print Production and Event Coordinator
Industry Marketing and Advertising
Experience
Mariner Holdings October 2010 - Present
A.G. Edwards December 2000 - March 2006
George K. Baum & Company May 2000 - December 2000
Education
Baker University
Lee's Summit High School
Mariner Holdings October 2010 - Present
A.G. Edwards December 2000 - March 2006
George K. Baum & Company May 2000 - December 2000
Education
Baker University
Lee's Summit High School
Andy Sears's George K. Baum & Company Experience May 2011 - Present
Job Senior Vice President & General Counsel at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company May 2011 - Present
U.S. Central April 2010 - May 2011
U.S. Central September 2009 - April 2010
U.S. Central November 1998 - September 2009
Lathrop & Gage LLP January 1998 - November 1998
Bennett Lytle Wetzler Martin & Pishny, LC 1991 - December 1997
Lewis, Rice & Fingersh December 1986 - 1991
Coffield Ungaretti Harris & Slavin May 1981 - December 1986
Education
Columbia University School of Law 1978 — 1981
JD
The College of Wooster 1975 — 1978
B.S., Political Science
Blue Springs High School 1973 — 1975
George K. Baum & Company May 2011 - Present
U.S. Central April 2010 - May 2011
U.S. Central September 2009 - April 2010
U.S. Central November 1998 - September 2009
Lathrop & Gage LLP January 1998 - November 1998
Bennett Lytle Wetzler Martin & Pishny, LC 1991 - December 1997
Lewis, Rice & Fingersh December 1986 - 1991
Coffield Ungaretti Harris & Slavin May 1981 - December 1986
Education
Columbia University School of Law 1978 — 1981
JD
The College of Wooster 1975 — 1978
B.S., Political Science
Blue Springs High School 1973 — 1975
Dolores Chandler, PCC, ELI-MP Dolores Chandler, PCC, ELI-MP's George K. Baum & Company Experience 1993 - 1994
Job Kaleidoscope Insights, LLC
Industry Professional Training & Coaching
Experience
Kaleidoscope Insights LLC 1996 - Present
Susser Holdings November 2011 - October 2014
BBVA Compass July 2010 - June 2011
R.STAHL 2010 - 2010
Southwest Bank of Texas 1994 - 1996
George K. Baum & Company 1993 - 1994
Bracewell & Guiliani, LLP 1984 - 1993
Skills
Coaching, Employee Relations, Personnel Management, Performance Management, Conflict Resolution, Leadership Development, Solutions Marketing, Talent Management, Recruiting, Training, Human Resources, Employee Benefits, Leadership, Employee Engagement, Deferred Compensation, Analysis, Strategic Planning, Team Building, Project Planning, Policy, Budgets, Hiring, Payroll, Strategy, Management, Organizational Design, Employee Training, Talent Acquisition, Benefits Administration, Interviews, Onboarding, Team Leadership, Organizational..., Succession Planning, Workforce Planning, Change Management, HR Policies, Applicant Tracking..., Organizational..., Executive Coaching, Cross-functional Team..., College Recruiting, HR Consulting, HRIS, New Hire Orientations, Program Management, Career Development, Job Descriptions, Temporary Placement, Sourcing
Education
The University of Texas at San Antonio 2000 — 2004
B.A., Political Science with an emphasis in International Relations and Psychology
IPEC
Certification, Professional and Executive Coaching
Kaleidoscope Insights LLC 1996 - Present
Susser Holdings November 2011 - October 2014
BBVA Compass July 2010 - June 2011
R.STAHL 2010 - 2010
Southwest Bank of Texas 1994 - 1996
George K. Baum & Company 1993 - 1994
Bracewell & Guiliani, LLP 1984 - 1993
Skills
Coaching, Employee Relations, Personnel Management, Performance Management, Conflict Resolution, Leadership Development, Solutions Marketing, Talent Management, Recruiting, Training, Human Resources, Employee Benefits, Leadership, Employee Engagement, Deferred Compensation, Analysis, Strategic Planning, Team Building, Project Planning, Policy, Budgets, Hiring, Payroll, Strategy, Management, Organizational Design, Employee Training, Talent Acquisition, Benefits Administration, Interviews, Onboarding, Team Leadership, Organizational..., Succession Planning, Workforce Planning, Change Management, HR Policies, Applicant Tracking..., Organizational..., Executive Coaching, Cross-functional Team..., College Recruiting, HR Consulting, HRIS, New Hire Orientations, Program Management, Career Development, Job Descriptions, Temporary Placement, Sourcing
Education
The University of Texas at San Antonio 2000 — 2004
B.A., Political Science with an emphasis in International Relations and Psychology
IPEC
Certification, Professional and Executive Coaching
Vincent Trujillo Vincent Trujillo's George K. Baum & Company Experience June 2000 - June 2005
Job SEO Expert | Search Engine Optimization | Online Marketing for Small Business
Industry Internet
Experience
RocketBox SEO - Search Engine Optimization Experts February 2014 - Present
Go Local Boom - #1 Source for Locally Owned Business May 2012 - Present
Labhatch January 2007 - January 2014
Peoples Bank January 2009 - March 2012
George K. Baum & Company June 2000 - June 2005
Skills
Entrepreneurship, Marketing, Start-ups, Social Media Marketing, Online Marketing, Finance, Marketing Strategy, Sales, Technology Incubation, Social Media, Small Business, Search Engine..., Website Design, Online Advertising, SEO, Advertising, New Business Development, Web Design
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 2000
BBA, Finance
University of Phoenix Albuquerque
onate high school
diploma
RocketBox SEO - Search Engine Optimization Experts February 2014 - Present
Go Local Boom - #1 Source for Locally Owned Business May 2012 - Present
Labhatch January 2007 - January 2014
Peoples Bank January 2009 - March 2012
George K. Baum & Company June 2000 - June 2005
Skills
Entrepreneurship, Marketing, Start-ups, Social Media Marketing, Online Marketing, Finance, Marketing Strategy, Sales, Technology Incubation, Social Media, Small Business, Search Engine..., Website Design, Online Advertising, SEO, Advertising, New Business Development, Web Design
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 2000
BBA, Finance
University of Phoenix Albuquerque
onate high school
diploma
Rob Stilley's George K. Baum & Company Experience 1999 - 1999
Job Vice President of Finance at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2014 - Present
BATS Global Markets, Inc. September 2010 - August 2014
Hawker Beechcraft May 2010 - August 2010
RSM McGladrey January 2010 - April 2010
Kansas City Southern Railway 2006 - 2009
MarketSphere Consulting July 2006 - November 2006
Emerson 2003 - 2006
Sprint 1999 - 2001
George K. Baum & Company 1999 - 1999
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Accounting, Variance Analysis, Financial Modeling, Process Improvement, SAP, Internal Controls, Strategic Financial..., Auditing, Business Planning, Financial Risk, Treasury Management, Capital Budgeting, TM1, Microsoft Excel, Budgets, Strategy, Cross-functional Team..., ERP, SEC filings, Financial Planning, Project Management, Business Intelligence, Enterprise Valuation, Business Process..., Strategic Planning, Microsoft Dynamics, Excel, Equity Capital Markets, Stock Market, Options, Business Performance..., Change Management, Stock Exchange, Financial Markets, Corporate Finance, SOX, Planning, Project Implementation, Valuation, Business Analysis, Budgeting, Pricing, Consolidation, Corporate FP&A, Finance, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Master of Business Administration (MBA)
Truman State University 1995 — 1999
BS, Finance, Economics
American Century Investments September 2014 - Present
BATS Global Markets, Inc. September 2010 - August 2014
Hawker Beechcraft May 2010 - August 2010
RSM McGladrey January 2010 - April 2010
Kansas City Southern Railway 2006 - 2009
MarketSphere Consulting July 2006 - November 2006
Emerson 2003 - 2006
Sprint 1999 - 2001
George K. Baum & Company 1999 - 1999
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Accounting, Variance Analysis, Financial Modeling, Process Improvement, SAP, Internal Controls, Strategic Financial..., Auditing, Business Planning, Financial Risk, Treasury Management, Capital Budgeting, TM1, Microsoft Excel, Budgets, Strategy, Cross-functional Team..., ERP, SEC filings, Financial Planning, Project Management, Business Intelligence, Enterprise Valuation, Business Process..., Strategic Planning, Microsoft Dynamics, Excel, Equity Capital Markets, Stock Market, Options, Business Performance..., Change Management, Stock Exchange, Financial Markets, Corporate Finance, SOX, Planning, Project Implementation, Valuation, Business Analysis, Budgeting, Pricing, Consolidation, Corporate FP&A, Finance, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Master of Business Administration (MBA)
Truman State University 1995 — 1999
BS, Finance, Economics
Bret Shogren Bret Shogren's George K. Baum & Company Experience July 2013 - Present
Job Associate Banker at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company July 2013 - Present
Mid Continent Controls, Inc. June 2008 - July 2013
Delano Barbeque Company April 2004 - June 2008
Skills
Customer Support, Public Finance, Financial Analysis, School Districts, Debt Restructuring, Quantitative Analytics, Refinancings, Bonds, Campaign Management, Continuing Disclosure, Tax Calculation, Bond Issues, Elections, Mill Levy Calculation, 10 Key, Phone Etiquette, Customer Service..., Customer Service..., Order Processing, Help Desk Support, Multi-line Phone, Customer Service..., Customer Service, Public Speaking, Budgets, Leadership
Education
Wichita State University 2008 — 2012
Bachelor's Degree, Business Administration, Management Information Systems
Butler County Community College 2005 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
George K. Baum & Company July 2013 - Present
Mid Continent Controls, Inc. June 2008 - July 2013
Delano Barbeque Company April 2004 - June 2008
Skills
Customer Support, Public Finance, Financial Analysis, School Districts, Debt Restructuring, Quantitative Analytics, Refinancings, Bonds, Campaign Management, Continuing Disclosure, Tax Calculation, Bond Issues, Elections, Mill Levy Calculation, 10 Key, Phone Etiquette, Customer Service..., Customer Service..., Order Processing, Help Desk Support, Multi-line Phone, Customer Service..., Customer Service, Public Speaking, Budgets, Leadership
Education
Wichita State University 2008 — 2012
Bachelor's Degree, Business Administration, Management Information Systems
Butler County Community College 2005 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Maxwell Pluss's George K. Baum & Company Experience October 2011 - December 2011
Job Extract Capital
Industry Financial Services
Experience
Extract Capital LP September 2013 - Present
O&M Partners, LLC February 2012 - August 2013
George K. Baum & Company October 2011 - December 2011
Skills
Finance, Equities, Business Strategy, Energy, Investments, Data Analysis, Hedge Funds, Economics, Mining, PowerPoint, Research, Strategic Planning, Due Diligence, Corporate Strategy, Investor Marketing
Education
Colorado College 2007 — 2011
B.A., International Political Economy, Spanish
Universidad de Buenos Aires / UBA 2008 — 2009
Filosofía y Letras - Economía
Kent Denver 2004 — 2007
Extract Capital LP September 2013 - Present
O&M Partners, LLC February 2012 - August 2013
George K. Baum & Company October 2011 - December 2011
Skills
Finance, Equities, Business Strategy, Energy, Investments, Data Analysis, Hedge Funds, Economics, Mining, PowerPoint, Research, Strategic Planning, Due Diligence, Corporate Strategy, Investor Marketing
Education
Colorado College 2007 — 2011
B.A., International Political Economy, Spanish
Universidad de Buenos Aires / UBA 2008 — 2009
Filosofía y Letras - Economía
Kent Denver 2004 — 2007
Bob Kakareka Bob Kakareka's George K. Baum & Company Experience June 1999 - October 1999
Job Chief Technology Officer at Personal Marketing Company
Industry Information Technology and Services
Experience
Personal Marketing Company October 2012 - Present
Boy Scouts of America September 2006 - Present
TechACES, Inc. February 2001 - December 2012
RTI Consultants, Inc. July 2007 - March 2009
Brown Mackie College April 2006 - October 2006
xpedx October 1999 - January 2001
George K. Baum & Company June 1999 - October 1999
Bridgestone June 1995 - June 1999
Business Men's Assurance September 1991 - June 1995
Tennis Corporation of America August 1989 - September 1991
Skills
Public Speaking, Team Building, Event Planning, Teaching, Strategic Planning, Budgets, Training, Coaching, Microsoft Office, Leadership Development, Non-profits, Fundraising, Project Planning, Staff Development, Customer Service, Troubleshooting, Community Outreach, Team Leadership, Leadership, Program Management, Nonprofits, Microsoft Excel, Volunteer Management, Business Planning, Policy, Management, Project Management, Proposal Writing, Small Business
Education
Duke University 1984 — 1985
Mathematics
Mansfield University of Pennsylvania 1980 — 1984
BA, Mathematics
Personal Marketing Company October 2012 - Present
Boy Scouts of America September 2006 - Present
TechACES, Inc. February 2001 - December 2012
RTI Consultants, Inc. July 2007 - March 2009
Brown Mackie College April 2006 - October 2006
xpedx October 1999 - January 2001
George K. Baum & Company June 1999 - October 1999
Bridgestone June 1995 - June 1999
Business Men's Assurance September 1991 - June 1995
Tennis Corporation of America August 1989 - September 1991
Skills
Public Speaking, Team Building, Event Planning, Teaching, Strategic Planning, Budgets, Training, Coaching, Microsoft Office, Leadership Development, Non-profits, Fundraising, Project Planning, Staff Development, Customer Service, Troubleshooting, Community Outreach, Team Leadership, Leadership, Program Management, Nonprofits, Microsoft Excel, Volunteer Management, Business Planning, Policy, Management, Project Management, Proposal Writing, Small Business
Education
Duke University 1984 — 1985
Mathematics
Mansfield University of Pennsylvania 1980 — 1984
BA, Mathematics
Samantha Hatch's George K. Baum & Company Experience December 1999 - November 2001
Job Senior Investment Assistant at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors September 2011 - Present
Crestone Capital Advisors LLC January 2002 - October 2011
George K. Baum & Company December 1999 - November 2001
Thomas F. Lennon Inc. November 1996 - November 1998
ILC Intelligent Lighting Controls, Inc. September 1992 - September 1996
Skills
Microsoft Excel, Microsoft Office
Education
Other 1996 — 1999
M.Div.
Bethel University 1990 — 1992
B.A., Professional and Creative Writing
George Mason University 1988 — 1989
Crestone Capital Advisors September 2011 - Present
Crestone Capital Advisors LLC January 2002 - October 2011
George K. Baum & Company December 1999 - November 2001
Thomas F. Lennon Inc. November 1996 - November 1998
ILC Intelligent Lighting Controls, Inc. September 1992 - September 1996
Skills
Microsoft Excel, Microsoft Office
Education
Other 1996 — 1999
M.Div.
Bethel University 1990 — 1992
B.A., Professional and Creative Writing
George Mason University 1988 — 1989
paul sinsar's George K. Baum & Company Experience 1990 - 1995
Job Managing Director at Blue River Asset Management
Industry
Experience
Blue River Asset Management 2000 - Present
Bigelow & Company 1997 - 2000
George K. Baum & Company 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Salomon Brothers 1976 - 1980
J.P. Morgan 1973 - 1976
Education
Princeton University 1968 — 1972
A.B., Economics
Blue River Asset Management 2000 - Present
Bigelow & Company 1997 - 2000
George K. Baum & Company 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Salomon Brothers 1976 - 1980
J.P. Morgan 1973 - 1976
Education
Princeton University 1968 — 1972
A.B., Economics
Wende Heller Hinrichs's George K. Baum & Company Experience 1997 - 1999
Job Community Events Coordinator at Kansas City Hospice & Palliative Care
Industry Financial Services
Experience
Kansas City Hospice & Palliative Care 2013 - Present
George K. Baum & Company 1997 - 1999
Midwest Wholesale Hardware October 1993 - August 1997
Pizza Hut March 1993 - October 1993
Jerry's Sport Shop August 1989 - February 1993
Skills
Financial Analysis, Investments, Mutual Funds, Banking, Financial Services, Retirement Planning, Series 7, Wealth Management, Insurance, Sales, Event Management, Portfolio Management, Social Media, Customer Service
Education
University of Kansas 1987 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Kansas City Hospice & Palliative Care 2013 - Present
George K. Baum & Company 1997 - 1999
Midwest Wholesale Hardware October 1993 - August 1997
Pizza Hut March 1993 - October 1993
Jerry's Sport Shop August 1989 - February 1993
Skills
Financial Analysis, Investments, Mutual Funds, Banking, Financial Services, Retirement Planning, Series 7, Wealth Management, Insurance, Sales, Event Management, Portfolio Management, Social Media, Customer Service
Education
University of Kansas 1987 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
John J. Hanley John J. Hanley's George K. Baum & Company Experience 1990 - 2007
Job Senior VP at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management 2007 - Present
George K. Baum & Company 1990 - 2007
Kirchner Moore & Co. 1984 - 1990
Education
Yale University 1977 — 1981
Trinity College, Dublin
Marsico Capital Management 2007 - Present
George K. Baum & Company 1990 - 2007
Kirchner Moore & Co. 1984 - 1990
Education
Yale University 1977 — 1981
Trinity College, Dublin
Damian Maggos's George K. Baum & Company Experience June 2014 - Present
Job Senior Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company June 2014 - Present
City Securities Corporation November 1995 - June 2014
Skills
Bonds, Finance, Investments, Series 63, Series 7, Asset Management, Strategic Planning, Management, Mutual Funds, Team Building
Education
University of Notre Dame 1987 — 1989
MBA, Finance
Northwestern University 1981 — 1985
BS, Industrial Engineering
George K. Baum & Company June 2014 - Present
City Securities Corporation November 1995 - June 2014
Skills
Bonds, Finance, Investments, Series 63, Series 7, Asset Management, Strategic Planning, Management, Mutual Funds, Team Building
Education
University of Notre Dame 1987 — 1989
MBA, Finance
Northwestern University 1981 — 1985
BS, Industrial Engineering
Jeanie F Yarbrough Jeanie F Yarbrough's George K. Baum & Company Experience August 2012 - Present
Job Public Finance Investment Banker/Financial Advisor
Industry Financial Services
Experience
George K. Baum & Company August 2012 - Present
CSG Advisors Inc November 2006 - December 2010
Standard & Poor's December 1997 - October 2006
Rauscher Pierce Refsnes, Inc May 1993 - June 1997
Skills
Bonds, Finance, Debt, Financial Markets, Securities, Investments
Education
The University of Texas at Dallas
Master of Business Administration, Finance concentration
The University of Texas at Dallas
Bachelor of Science, Business Administration; Finance
George K. Baum & Company August 2012 - Present
CSG Advisors Inc November 2006 - December 2010
Standard & Poor's December 1997 - October 2006
Rauscher Pierce Refsnes, Inc May 1993 - June 1997
Skills
Bonds, Finance, Debt, Financial Markets, Securities, Investments
Education
The University of Texas at Dallas
Master of Business Administration, Finance concentration
The University of Texas at Dallas
Bachelor of Science, Business Administration; Finance
C. Andrew Martin's George K. Baum & Company Experience 1996 - 2000
Job Director of Finance at SelectQuote Insurance Services
Industry Insurance
Experience
SelectQuote Insurance Services May 2012 - Present
EdgeHill Capital Partners July 2009 - Present
Frontier Capital Partners (The Atlas Fund) 2004 - 2009
Merrill Lynch 2000 - 2004
George K. Baum & Company 1996 - 2000
George K. Baum & Company 1995 - 1996
Skills
Investments, Entrepreneurship, Due Diligence, Financial Analysis, Portfolio Management, Management, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling, Venture Capital, Angel Investing, Equities, Mutual Funds, Emerging Markets, Finance
Education
The University of Kansas 1988 — 1992
BS in Business Administration, Economics and Accounting
SelectQuote Insurance Services May 2012 - Present
EdgeHill Capital Partners July 2009 - Present
Frontier Capital Partners (The Atlas Fund) 2004 - 2009
Merrill Lynch 2000 - 2004
George K. Baum & Company 1996 - 2000
George K. Baum & Company 1995 - 1996
Skills
Investments, Entrepreneurship, Due Diligence, Financial Analysis, Portfolio Management, Management, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling, Venture Capital, Angel Investing, Equities, Mutual Funds, Emerging Markets, Finance
Education
The University of Kansas 1988 — 1992
BS in Business Administration, Economics and Accounting
Susan Strobel Susan Strobel's George K. Baum & Company Experience 1980 - 1993
Job Writer, Content Strategist, Business Consultant
Industry Public Relations and Communications
Experience
The Resolute Writer 2012 - Present
Syntro Corporation 1993 - 1996
George K. Baum & Company 1980 - 1993
Skills
For-profit, Non-profits, Philanthropy, Community Organizing, Community Outreach, Cause Marketing, Strategic Consulting, Business Planning, Content Strategy, Corporate Communications, Web Content Creation, Social Media, E-newsletter, Presentations, Speech Writing, Press Releases, Copywriting, Editing, Nonprofits, Event Planning
Education
Duke University 1976 — 1980
Bachelor of Arts (BA), History, Magna Cum Laude
The Resolute Writer 2012 - Present
Syntro Corporation 1993 - 1996
George K. Baum & Company 1980 - 1993
Skills
For-profit, Non-profits, Philanthropy, Community Organizing, Community Outreach, Cause Marketing, Strategic Consulting, Business Planning, Content Strategy, Corporate Communications, Web Content Creation, Social Media, E-newsletter, Presentations, Speech Writing, Press Releases, Copywriting, Editing, Nonprofits, Event Planning
Education
Duke University 1976 — 1980
Bachelor of Arts (BA), History, Magna Cum Laude
Allison Bosch Allison Bosch's George K. Baum & Company Experience July 2010 - August 2010
Job Practice Coordinator at Greater Baltimore Medical Center
Industry Hospital & Health Care
Experience
Greater Baltimore Medical Center January 2015 - Present
Greater Baltimore Medical Center June 2014 - December 2014
Greater Baltimore Medical Center June 2013 - June 2014
Greater Baltimore Medical Center January 2013 - May 2013
Towson University August 2009 - May 2013
Union Memorial Hospital March 2011 - December 2011
Rock Ridge Pharmacy August 2005 - December 2011
George K. Baum & Company July 2010 - August 2010
Skills
Teamwork, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Bond University 2012 — 2012
Greater Baltimore Medical Center January 2015 - Present
Greater Baltimore Medical Center June 2014 - December 2014
Greater Baltimore Medical Center June 2013 - June 2014
Greater Baltimore Medical Center January 2013 - May 2013
Towson University August 2009 - May 2013
Union Memorial Hospital March 2011 - December 2011
Rock Ridge Pharmacy August 2005 - December 2011
George K. Baum & Company July 2010 - August 2010
Skills
Teamwork, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Bond University 2012 — 2012
Brian Coyman Brian Coyman's George K. Baum & Company Experience January 1994 - December 1994
Job Investment Banker Public Finance
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Sullivan School District June 2008 - December 2012
Winfield - St. Dominic - Francis Howell North High Schools September 2000 - July 2007
Guaranty Trust Company of Missouri August 1996 - September 1998
George K. Baum & Company January 1994 - December 1994
Edward Jones April 1986 - January 1994
City of Evanston September 1982 - March 1986
City of Chicago September 1981 - September 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Capital Markets, Asset Managment, Financial Risk, Financial Analysis, Financial Modeling, Training, Education, Educational Technology, Adult Education, Sales, Customer Satisfaction, Presentations, Presentation Development, Proposal Writing, Presenter, Presentation Coaching, Financial Accounting, Corporate Law, Public Speaking, Desktop Publishing, Public Sector, Legal Research, Business Analysis, Communication, Compliance, Marketing Communications, Teaching, Teamwork, Team Building, Investments, Portfolio Management, Finance, Bonds, Economics
Education
Washington University in St. Louis 2000 — 2001
State Certification - Secondary Education, 3.43
Northern Illinois University 1980 — 1981
Masters of Public Administration, City Managment & Development, 3.7
Western Illinois University 1974 — 1978
Bachelor of Arts (B.A.), Political Science & Economics, 3.1
Edward Jones November 2012 - Present
Sullivan School District June 2008 - December 2012
Winfield - St. Dominic - Francis Howell North High Schools September 2000 - July 2007
Guaranty Trust Company of Missouri August 1996 - September 1998
George K. Baum & Company January 1994 - December 1994
Edward Jones April 1986 - January 1994
City of Evanston September 1982 - March 1986
City of Chicago September 1981 - September 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Capital Markets, Asset Managment, Financial Risk, Financial Analysis, Financial Modeling, Training, Education, Educational Technology, Adult Education, Sales, Customer Satisfaction, Presentations, Presentation Development, Proposal Writing, Presenter, Presentation Coaching, Financial Accounting, Corporate Law, Public Speaking, Desktop Publishing, Public Sector, Legal Research, Business Analysis, Communication, Compliance, Marketing Communications, Teaching, Teamwork, Team Building, Investments, Portfolio Management, Finance, Bonds, Economics
Education
Washington University in St. Louis 2000 — 2001
State Certification - Secondary Education, 3.43
Northern Illinois University 1980 — 1981
Masters of Public Administration, City Managment & Development, 3.7
Western Illinois University 1974 — 1978
Bachelor of Arts (B.A.), Political Science & Economics, 3.1
John Wendling John Wendling's George K. Baum & Company Experience March 2011 - Present
Job Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company March 2011 - Present
PNC Capital Markets LLC July 2007 - March 2011
RBC Capital Markets January 2006 - July 2007
Fifth Third Bank July 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Munex, Visual Basic, Quantitative Analytics, Written & Oral..., Presentation Design, Debt Management, Debt Profiling, Debt Structuring, Financial Modeling, Credit Analysis, Project Finance, Client Development, Relationship Management, Investment Banking, Public Finance, Interest Rate...
Education
Duke University 2000 — 2004
BA, Economics
George K. Baum & Company March 2011 - Present
PNC Capital Markets LLC July 2007 - March 2011
RBC Capital Markets January 2006 - July 2007
Fifth Third Bank July 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Munex, Visual Basic, Quantitative Analytics, Written & Oral..., Presentation Design, Debt Management, Debt Profiling, Debt Structuring, Financial Modeling, Credit Analysis, Project Finance, Client Development, Relationship Management, Investment Banking, Public Finance, Interest Rate...
Education
Duke University 2000 — 2004
BA, Economics
Gordon Seltz Gordon Seltz's George K. Baum & Company Experience June 2012 - August 2012
Job Field Energy Consultant at Solar City
Industry Primary/Secondary Education
Experience
Solar City June 2015 - Present
City Year July 2014 - May 2015
Georgetown University Law Center May 2014 - July 2014
Saint John's Delegate Council January 2013 - December 2013
George K. Baum & Company June 2012 - August 2012
Skills
Research, Nonprofits, Community Outreach, Critical Thinking, Investment Banking, Valuation, Data Analysis, Philosophy, International Relations, Spanish, Social Networking, Policy Analysis, Economics, Analysis, Curriculum Design, Bonds, Student Affairs, Fundraising, Political Philosophy
Education
St. John's College 2010 — 2014
B.A. Liberal Arts, Philosophy, History of Math and Science
Baltimore Lutheran
Solar City June 2015 - Present
City Year July 2014 - May 2015
Georgetown University Law Center May 2014 - July 2014
Saint John's Delegate Council January 2013 - December 2013
George K. Baum & Company June 2012 - August 2012
Skills
Research, Nonprofits, Community Outreach, Critical Thinking, Investment Banking, Valuation, Data Analysis, Philosophy, International Relations, Spanish, Social Networking, Policy Analysis, Economics, Analysis, Curriculum Design, Bonds, Student Affairs, Fundraising, Political Philosophy
Education
St. John's College 2010 — 2014
B.A. Liberal Arts, Philosophy, History of Math and Science
Baltimore Lutheran
Mike Sullivan, CFP ® Mike Sullivan, CFP ®'s George K. Baum & Company Experience March 2001 - January 2004
Job Wealth Management Advisor at GHP Investment Advisors, Inc.
Industry Investment Management
Experience
GHP Investment Advisors, Inc. March 2008 - Present
BBVA Compass March 2006 - March 2008
US Bank March 2004 - March 2006
George K. Baum & Company March 2001 - January 2004
Skills
Financial Planning, Equities, Portfolio Management
Education
Colorado State University 1996 — 2000
B.A., Political Science
GHP Investment Advisors, Inc. March 2008 - Present
BBVA Compass March 2006 - March 2008
US Bank March 2004 - March 2006
George K. Baum & Company March 2001 - January 2004
Skills
Financial Planning, Equities, Portfolio Management
Education
Colorado State University 1996 — 2000
B.A., Political Science
Alex Greenman Alex Greenman's George K. Baum & Company Experience May 2011 - August 2011
Job Registration/Compliance Coordinator at United States Soccer Federation
Industry Sports
Experience
United States Soccer Federation March 2015 - Present
United States Soccer Federation February 2014 - February 2015
FirstBank December 2012 - February 2014
George K. Baum & Company May 2011 - August 2011
Coerver Colorado June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Leadership, Social Media, Strategic Planning, Coaching, Outlook, Marketing, Spanish, Public Speaking, Event Planning, Social Networking
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (BBA), International Business and Management
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor of Arts (B.A.), International Business and Management
United States Soccer Federation March 2015 - Present
United States Soccer Federation February 2014 - February 2015
FirstBank December 2012 - February 2014
George K. Baum & Company May 2011 - August 2011
Coerver Colorado June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Leadership, Social Media, Strategic Planning, Coaching, Outlook, Marketing, Spanish, Public Speaking, Event Planning, Social Networking
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (BBA), International Business and Management
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor of Arts (B.A.), International Business and Management
Brett Lee Brett Lee's George K. Baum & Company Experience January 2015 - Present
Job Investment Banking Analyst at George K. Baum & Co.
Industry Investment Banking
Experience
George K. Baum & Company January 2015 - Present
Romney Institute of Public Management, Marriott School of Management August 2014 - January 2015
City of Kenmore, Washington May 2014 - August 2014
Brigham Young University January 2013 - April 2014
Skills
Public Finance, Local Government Finance, Municipal Bonds, Microsoft Excel, Priority Based Budgeting, Public Relations, Press Releases, Interviews, Public Speaking, Editing, Research, Market Research, AP Style, Strategic Communications, Social Media, Public Administration, PowerPoint, Foreign Exchange
Education
Brigham Young University - Marriott School of Management 2013 — 2015
Master's Degree, Public Finance, GPA: 3.75
Brigham Young University 2007 — 2013
Bachelor of Arts (B.A.), Communications - Public Relations
George K. Baum & Company January 2015 - Present
Romney Institute of Public Management, Marriott School of Management August 2014 - January 2015
City of Kenmore, Washington May 2014 - August 2014
Brigham Young University January 2013 - April 2014
Skills
Public Finance, Local Government Finance, Municipal Bonds, Microsoft Excel, Priority Based Budgeting, Public Relations, Press Releases, Interviews, Public Speaking, Editing, Research, Market Research, AP Style, Strategic Communications, Social Media, Public Administration, PowerPoint, Foreign Exchange
Education
Brigham Young University - Marriott School of Management 2013 — 2015
Master's Degree, Public Finance, GPA: 3.75
Brigham Young University 2007 — 2013
Bachelor of Arts (B.A.), Communications - Public Relations
Jordyn Sample Jordyn Sample's George K. Baum & Company Experience May 2011 - August 2011
Job Student at University of Colorado at Denver
Industry Public Relations and Communications
Experience
Air Fresh Marketing, LLC June 2013 - Present
Etsy 2012 - Present
Karna, LLC 2013 - 2014
ProBuild Holdings June 2012 - August 2012
Private January 2012 - May 2012
Kforce September 2011 - January 2012
George K. Baum & Company May 2011 - August 2011
Global College of Long Island University September 2010 - May 2011
Glacier Ice Cream & Gelato 2008 - 2008
Skills
Foreign Languages, Spanish, French, Editing, Intercultural..., Translation, Social Networking, International Relations, Creative Writing, Research, Proofreading, Teaching English as a..., Copy Editing, Qualitative Research, Public Relations, Facebook, English
Education
University of Colorado at Denver 2013 — 2014
Spanish: International Language and Culture for the Professions
American University 2012 — 2012
Foreign Language and Communication Media
Global College of Long Island University 2010 — 2011
Global Studies
Air Fresh Marketing, LLC June 2013 - Present
Etsy 2012 - Present
Karna, LLC 2013 - 2014
ProBuild Holdings June 2012 - August 2012
Private January 2012 - May 2012
Kforce September 2011 - January 2012
George K. Baum & Company May 2011 - August 2011
Global College of Long Island University September 2010 - May 2011
Glacier Ice Cream & Gelato 2008 - 2008
Skills
Foreign Languages, Spanish, French, Editing, Intercultural..., Translation, Social Networking, International Relations, Creative Writing, Research, Proofreading, Teaching English as a..., Copy Editing, Qualitative Research, Public Relations, Facebook, English
Education
University of Colorado at Denver 2013 — 2014
Spanish: International Language and Culture for the Professions
American University 2012 — 2012
Foreign Language and Communication Media
Global College of Long Island University 2010 — 2011
Global Studies
Matthew Dugdale Matthew Dugdale's George K. Baum & Company Experience January 2006 - Present
Job First Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company January 2006 - Present
Skills
Series 7, Fixed Income, Financial Analysis, Capital Markets, Valuation, Series 63, Financial Modeling, Investment Banking, Bonds, Securities, Credit Analysis, Municipal Bonds, Public Finance, FINRA, Bloomberg, Finance, Public Speaking, Strategic Planning
Education
University of Utah 2005 — 2006
MS, Finance
Brigham Young University 2002 — 2004
BS, Business Management
George K. Baum & Company January 2006 - Present
Skills
Series 7, Fixed Income, Financial Analysis, Capital Markets, Valuation, Series 63, Financial Modeling, Investment Banking, Bonds, Securities, Credit Analysis, Municipal Bonds, Public Finance, FINRA, Bloomberg, Finance, Public Speaking, Strategic Planning
Education
University of Utah 2005 — 2006
MS, Finance
Brigham Young University 2002 — 2004
BS, Business Management
Matthew Hicks Matthew Hicks's George K. Baum & Company Experience 1998 - 2005
Job Partner at Excellere Partners
Industry Investment Management
Experience
Excellere Partners November 2006 - Present
Stone Arch Capital March 2005 - November 2006
George K. Baum & Company 1998 - 2005
BancAmerica Securities. Inc. 1996 - 1998
Skills
Mergers, Private Equity, Healthcare, Entrepreneur, Investments, Due Diligence, Corporate Finance, Strategic Planning, Valuation, Entrepreneurship, Mergers & Acquisitions, Management, Venture Capital, Financial Modeling, Leveraged Finance, Restructuring, LBO
Education
The University of Chicago Booth School of Business 1995 — 1998
M.B.A, Entrepreneurial Finance
University of Utah 1987 — 1992
Bachelor of Science, Finance
Excellere Partners November 2006 - Present
Stone Arch Capital March 2005 - November 2006
George K. Baum & Company 1998 - 2005
BancAmerica Securities. Inc. 1996 - 1998
Skills
Mergers, Private Equity, Healthcare, Entrepreneur, Investments, Due Diligence, Corporate Finance, Strategic Planning, Valuation, Entrepreneurship, Mergers & Acquisitions, Management, Venture Capital, Financial Modeling, Leveraged Finance, Restructuring, LBO
Education
The University of Chicago Booth School of Business 1995 — 1998
M.B.A, Entrepreneurial Finance
University of Utah 1987 — 1992
Bachelor of Science, Finance
Frank Sciara, CCIM's George K. Baum & Company Experience January 2001 - February 2005
Job Vice President at Grandbridge Real Estate Capital
Industry Real Estate
Experience
Grandbridge Real Estate Capital September 2011 - Present
Grandbridge Real Estate Capital August 2010 - September 2011
Grandbridge Real Estate Capital August 2005 - August 2010
George K. Baum & Company January 2001 - February 2005
Skills
Commercial Real Estate, Underwriting, Portfolio Management, Loans, Leases, Real Estate Development, Real Estate, Investment Properties, Disposition, Strategic Planning, Investments, CMBS, Real Estate Transactions, Management, Brokerage, Property Management, Loan Origination, Real Estate Economics, Location Intelligence, Financial Structuring, Finance, Real Estate Financing, Mortgage Banking, Loan Servicing, Commercial Mortgages, Asset Management, Valuation, Commercial Banking, Due Diligence, Commercial Lending, Equities
Education
The University of Kansas 1996 — 2000
Business Administration and Finance
St. Pius X High School 1992 — 1996
Grandbridge Real Estate Capital September 2011 - Present
Grandbridge Real Estate Capital August 2010 - September 2011
Grandbridge Real Estate Capital August 2005 - August 2010
George K. Baum & Company January 2001 - February 2005
Skills
Commercial Real Estate, Underwriting, Portfolio Management, Loans, Leases, Real Estate Development, Real Estate, Investment Properties, Disposition, Strategic Planning, Investments, CMBS, Real Estate Transactions, Management, Brokerage, Property Management, Loan Origination, Real Estate Economics, Location Intelligence, Financial Structuring, Finance, Real Estate Financing, Mortgage Banking, Loan Servicing, Commercial Mortgages, Asset Management, Valuation, Commercial Banking, Due Diligence, Commercial Lending, Equities
Education
The University of Kansas 1996 — 2000
Business Administration and Finance
St. Pius X High School 1992 — 1996
Adam Tecza Adam Tecza's George K. Baum & Company Experience 2008 - 2008
Job Planner + Urban Design at Group Melvin Design
Industry Architecture & Planning
Experience
Group Melvin Design January 2013 - Present
University of Pennsylvania January 2013 - Present
Group Melvin Design March 2012 - December 2012
Montgomery County Planning Department January 2012 - March 2012
Tecza: Plan + Design May 2011 - 2012
Site Planning by Gary Hack 2010 - December 2011
University of Pennsylvania 2008 - May 2011
Un Techo para mi País 2009 - 2010
George K. Baum & Company 2008 - 2008
Denver Urban Gardens 2008 - 2008
Skills
Spanish, AutoCAD, Rhino, Adobe Creative Suite, ArcGIS, Master Planning, Site Planning, Vision Planning, Urban Design, SketchUp, Illustrator, Microsoft Office, InDesign, English, Vray, Community Development, Urban Planning, Community Outreach, Teaching, Real Estate Development, Graphics, Sustainability, Sustainable Design, GIS, Transit-oriented..., Photoshop, Mixed-use, Research, PowerPoint, Land Use Planning, Word, Zoning, Affordable Housing, Public Speaking, Excel, Drawing, Urban, Writing, Economic Development, Urbanism, LEED, CAD, Comprehensive Planning, Transportation Planning, Sustainable Development, Landscape Architecture
Education
University of Pennsylvania 2009 — 2011
MCP, City and Regional Planning
University of Buenos Aires 2009 — 2010
Masters, Urban Planning
Boston College 2000 — 2004
B.A., Sociology, Chemistry, Philosophy
Denver East High School 1996 — 2000
Diploma
Group Melvin Design January 2013 - Present
University of Pennsylvania January 2013 - Present
Group Melvin Design March 2012 - December 2012
Montgomery County Planning Department January 2012 - March 2012
Tecza: Plan + Design May 2011 - 2012
Site Planning by Gary Hack 2010 - December 2011
University of Pennsylvania 2008 - May 2011
Un Techo para mi País 2009 - 2010
George K. Baum & Company 2008 - 2008
Denver Urban Gardens 2008 - 2008
Skills
Spanish, AutoCAD, Rhino, Adobe Creative Suite, ArcGIS, Master Planning, Site Planning, Vision Planning, Urban Design, SketchUp, Illustrator, Microsoft Office, InDesign, English, Vray, Community Development, Urban Planning, Community Outreach, Teaching, Real Estate Development, Graphics, Sustainability, Sustainable Design, GIS, Transit-oriented..., Photoshop, Mixed-use, Research, PowerPoint, Land Use Planning, Word, Zoning, Affordable Housing, Public Speaking, Excel, Drawing, Urban, Writing, Economic Development, Urbanism, LEED, CAD, Comprehensive Planning, Transportation Planning, Sustainable Development, Landscape Architecture
Education
University of Pennsylvania 2009 — 2011
MCP, City and Regional Planning
University of Buenos Aires 2009 — 2010
Masters, Urban Planning
Boston College 2000 — 2004
B.A., Sociology, Chemistry, Philosophy
Denver East High School 1996 — 2000
Diploma
Ashley Corry Ashley Corry's George K. Baum & Company Experience 2008 - 2011
Job Founder/Editor/Director
Industry Management Consulting
Experience
Sports Communication Consulting, llc July 2012 - Present
- Freelance June 2012 - Present
Krohn Family Chiropractic 2012 - 2013
St. Charles Preparatory School 2011 - October 2012
George K. Baum & Company 2008 - 2011
Colliers Turley Martin Tucker 2006 - 2008
Wittenberg University 2003 - 2006
Wittenberg University 2005 - 2005
Limited Brands 2002 - 2005
Wittenberg University 2003 - 2003
Skills
Event Planning, Customer Service, Purchasing, Recruiting, PowerPoint, Software, Microsoft Excel, Microsoft Office, Sales, Management, Administrative..., Event Management, Research, Social Media, Social Media Marketing, Analysis, Social Networking, Editing, Finance, Marketing Communications, Project Management, Team Building, Fundraising, Time Management, Nonprofits, Marketing
Education
Ohio University 2014 — 2016
Master’s Degree, Masters of Science in Athletic Administration
Antioch University Midwest 2006 — 2008
M.A., Management
Wittenberg University 2002 — 2006
B.A., Communication
International School of Brussels 1995 — 2002
Academic
Sports Communication Consulting, llc July 2012 - Present
- Freelance June 2012 - Present
Krohn Family Chiropractic 2012 - 2013
St. Charles Preparatory School 2011 - October 2012
George K. Baum & Company 2008 - 2011
Colliers Turley Martin Tucker 2006 - 2008
Wittenberg University 2003 - 2006
Wittenberg University 2005 - 2005
Limited Brands 2002 - 2005
Wittenberg University 2003 - 2003
Skills
Event Planning, Customer Service, Purchasing, Recruiting, PowerPoint, Software, Microsoft Excel, Microsoft Office, Sales, Management, Administrative..., Event Management, Research, Social Media, Social Media Marketing, Analysis, Social Networking, Editing, Finance, Marketing Communications, Project Management, Team Building, Fundraising, Time Management, Nonprofits, Marketing
Education
Ohio University 2014 — 2016
Master’s Degree, Masters of Science in Athletic Administration
Antioch University Midwest 2006 — 2008
M.A., Management
Wittenberg University 2002 — 2006
B.A., Communication
International School of Brussels 1995 — 2002
Academic
Lauren Hartman Lauren Hartman's George K. Baum & Company Experience June 2009 - December 2010
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2011 - Present
George K. Baum & Company June 2009 - December 2010
Northern Trust September 2006 - May 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Analysis, Corporate Finance, Banking, Due Diligence, Capital Markets, Investment Banking, Investments, Fixed Income
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters, Business Administration- Finance/Accounting
Miami University 2002 — 2006
B.S., Finance, Economics
RBC Capital Markets January 2011 - Present
George K. Baum & Company June 2009 - December 2010
Northern Trust September 2006 - May 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Analysis, Corporate Finance, Banking, Due Diligence, Capital Markets, Investment Banking, Investments, Fixed Income
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters, Business Administration- Finance/Accounting
Miami University 2002 — 2006
B.S., Finance, Economics
Laura Franke Laura Franke's George K. Baum & Company Experience November 2006 - July 2008
Job Managing Director at PFM
Industry Financial Services
Experience
Public Financial Management January 2011 - Present
Clean Energy Advocates, Inc. August 2008 - February 2011
George K. Baum & Company November 2006 - July 2008
Piper Jaffray & Co. July 1987 - November 2006
Skills
Municipal Bonds, Financial Modeling, Renewable Energy, Investments, Public Finance, Credit, Finance, Capital Markets, Portfolio Management, Bonds, Financial Analysis, Asset Managment, Due Diligence, Funding, Program Management, Investment Banking, Energy Efficiency, Fixed Income, Strategy, Asset Management, Alternative Investments, Creative Strategy, Management, Sustainability, Structured Finance, Analysis, Solar Energy, Project Finance
Education
Central Washington University 1981 — 1985
Bachelor of Science, Business Administration - Marketing
Public Financial Management January 2011 - Present
Clean Energy Advocates, Inc. August 2008 - February 2011
George K. Baum & Company November 2006 - July 2008
Piper Jaffray & Co. July 1987 - November 2006
Skills
Municipal Bonds, Financial Modeling, Renewable Energy, Investments, Public Finance, Credit, Finance, Capital Markets, Portfolio Management, Bonds, Financial Analysis, Asset Managment, Due Diligence, Funding, Program Management, Investment Banking, Energy Efficiency, Fixed Income, Strategy, Asset Management, Alternative Investments, Creative Strategy, Management, Sustainability, Structured Finance, Analysis, Solar Energy, Project Finance
Education
Central Washington University 1981 — 1985
Bachelor of Science, Business Administration - Marketing
Nick Beare Nick Beare's George K. Baum & Company Experience 1987 - 1989
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2005 - Present
Matrix Capital Markets Group 2002 - 2005
Banc of America Securities August 1989 - July 2002
Nationsbank Montgomery Securities September 1998 - 2000
George K. Baum & Company 1987 - 1989
Education
Washington University in St. Louis - Olin Business School 1983 — 1987
MBA
Washington University in St. Louis School of Law 1983 — 1987
JD
Duke University 1979 — 1983
AB, Economics and History
MICDS 1971 — 1979
Stephens Inc. 2005 - Present
Matrix Capital Markets Group 2002 - 2005
Banc of America Securities August 1989 - July 2002
Nationsbank Montgomery Securities September 1998 - 2000
George K. Baum & Company 1987 - 1989
Education
Washington University in St. Louis - Olin Business School 1983 — 1987
MBA
Washington University in St. Louis School of Law 1983 — 1987
JD
Duke University 1979 — 1983
AB, Economics and History
MICDS 1971 — 1979
Dana Bjornson Dana Bjornson's George K. Baum & Company Experience August 1998 - Present
Job EVP CFO & CCO at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company August 1998 - Present
IFS Financial October 1997 - July 1998
AmerUs Mortgage October 1996 - September 1997
AmerUs Group June 1993 - October 1996
The Burton Group June 1989 - June 1993
KPMG Peat Marwick June 1981 - June 1987
Skills
Financial Management, Mergers, Banking, Securities, Insurance, Securities Regulation, Compliance
Education
Harvard Business School 1987 — 1989
MBA, General Management
Stanford University 1977 — 1981
BS, Mathematical Sciences
George K. Baum & Company August 1998 - Present
IFS Financial October 1997 - July 1998
AmerUs Mortgage October 1996 - September 1997
AmerUs Group June 1993 - October 1996
The Burton Group June 1989 - June 1993
KPMG Peat Marwick June 1981 - June 1987
Skills
Financial Management, Mergers, Banking, Securities, Insurance, Securities Regulation, Compliance
Education
Harvard Business School 1987 — 1989
MBA, General Management
Stanford University 1977 — 1981
BS, Mathematical Sciences
Warren Howell Warren Howell's George K. Baum & Company Experience April 2014 - Present
Job Graphic and Web Designer at George K. Baum & Company
Industry Graphic Design
Experience
George K. Baum & Company April 2014 - Present
VAST::vastaction.com February 2004 - Present
Stevinson Automotive June 2011 - April 2014
Boston Market June 2005 - September 2006
Simple Design, Inc. March 2004 - May 2005
The Integer Group January 2001 - February 2004
Skills
Graphic Design, Web Design, Digital Photography, Event Photography, Linux Server, Mac OS, Photoshop, Illustrator, InDesign, Joomla, Layout, Graphics, Corporate Identity, Direct Mail, Photography, Creative Direction, Logo Design, Brochures, Image Manipulation, Art, Branding & Identity, Adobe Creative Suite, Typography, Visual Communication, Catalogs, Vector Illustration, QuarkXPress, Mac, Adobe Acrobat, Art Direction, Video Production, Video Editing, Adobe Premiere, Final Cut Pro, Illustration, Concept Development
Education
Art Institute of Colorado 1991 — 1993
Bachelor's degree, Design and Visual Communications, General
Art Institute of Colorado 1991 — 1993
Bachelor's degree, Graphic Communications
George K. Baum & Company April 2014 - Present
VAST::vastaction.com February 2004 - Present
Stevinson Automotive June 2011 - April 2014
Boston Market June 2005 - September 2006
Simple Design, Inc. March 2004 - May 2005
The Integer Group January 2001 - February 2004
Skills
Graphic Design, Web Design, Digital Photography, Event Photography, Linux Server, Mac OS, Photoshop, Illustrator, InDesign, Joomla, Layout, Graphics, Corporate Identity, Direct Mail, Photography, Creative Direction, Logo Design, Brochures, Image Manipulation, Art, Branding & Identity, Adobe Creative Suite, Typography, Visual Communication, Catalogs, Vector Illustration, QuarkXPress, Mac, Adobe Acrobat, Art Direction, Video Production, Video Editing, Adobe Premiere, Final Cut Pro, Illustration, Concept Development
Education
Art Institute of Colorado 1991 — 1993
Bachelor's degree, Design and Visual Communications, General
Art Institute of Colorado 1991 — 1993
Bachelor's degree, Graphic Communications
Joseph W. Powers, CFP®, CLU® Joseph W. Powers, CFP®, CLU®'s George K. Baum & Company Experience January 1994 - February 1995
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2000 - Present
Citibank/Citicorp Investment Services March 1995 - January 2000
George K. Baum & Company January 1994 - February 1995
Education
New York University 1997 — 1998
Certificate in Financial Planning, Financial Planning
University of Vermont 1991 — 1993
M.B.A., Business
Villanova University 1983 — 1987
B.S., Business Administration
UBS Financial Services, Inc. January 2000 - Present
Citibank/Citicorp Investment Services March 1995 - January 2000
George K. Baum & Company January 1994 - February 1995
Education
New York University 1997 — 1998
Certificate in Financial Planning, Financial Planning
University of Vermont 1991 — 1993
M.B.A., Business
Villanova University 1983 — 1987
B.S., Business Administration
Drew Mazeitis Drew Mazeitis's George K. Baum & Company Experience 1991 - 1999
Job IT & Marketing Executive
Industry Insurance
Experience
Armed Forces Insurance November 2008 - October 2013
City of Overland Park April 2006 - November 2008
Ferrellgas 2003 - 2005
Sirva 2002 - 2002
Moveline 2000 - 2002
AmeriMove 1999 - 2000
George K. Baum & Company 1991 - 1999
Education
The University of Kansas
MBA, Finance
Quincy University
BS, Computer Science
Quincy University
BS, Management
Armed Forces Insurance November 2008 - October 2013
City of Overland Park April 2006 - November 2008
Ferrellgas 2003 - 2005
Sirva 2002 - 2002
Moveline 2000 - 2002
AmeriMove 1999 - 2000
George K. Baum & Company 1991 - 1999
Education
The University of Kansas
MBA, Finance
Quincy University
BS, Computer Science
Quincy University
BS, Management
Stephen Guenin Stephen Guenin's George K. Baum & Company Experience 1991 - 1993
Job Experienced Financial Analyst, Entrepreneur, Business and Efficiency Consultant
Industry Financial Services
Experience
SR Guenin, Inc. September 1993 - Present
George K. Baum & Company 1991 - 1993
Mobil Oil Corporation 1989 - 1991
Engler-Bud Brokerage 1988 - 1989
Mobil Oil Corporation 1980 - 1988
First National Bank of Kearney 1978 - 1980
Skills
Efficiency Improvement, Infrastructure Planning, Business Relationship..., Performance Improvement, Microsoft Excel, Access, Finance, HTML, Training, Management Consulting, Infrastructure, Technical Writing, Customer Service, Social Media
Education
Regis University 1986 — 1988
MBA, Finance
Kearney State College 1973 — 1978
B.S. Business, Business and Economics
University of Nebraska Kearney 1973 — 1978
B.S. Business, Business and Economics
SR Guenin, Inc. September 1993 - Present
George K. Baum & Company 1991 - 1993
Mobil Oil Corporation 1989 - 1991
Engler-Bud Brokerage 1988 - 1989
Mobil Oil Corporation 1980 - 1988
First National Bank of Kearney 1978 - 1980
Skills
Efficiency Improvement, Infrastructure Planning, Business Relationship..., Performance Improvement, Microsoft Excel, Access, Finance, HTML, Training, Management Consulting, Infrastructure, Technical Writing, Customer Service, Social Media
Education
Regis University 1986 — 1988
MBA, Finance
Kearney State College 1973 — 1978
B.S. Business, Business and Economics
University of Nebraska Kearney 1973 — 1978
B.S. Business, Business and Economics
Suann Daise Suann Daise's George K. Baum & Company Experience February 2006 - December 2007
Job Receptionist/Adm Asst
Industry Nonprofit Organization Management
Experience
QualStaff Resources August 2008 - Present
Qualstaff Resources, at Teva Pharma August 2008 - June 2010
George K. Baum & Company February 2006 - December 2007
George K. Baum Co February 2006 - December 2007
Kauffman Foundation August 2005 - August 2006
The Kauffman Foundation August 2004 - August 2005
PKD Foundation February 2001 - October 2003
PKD Foundation February 2001 - October 2003
John Quinn Law Office December 1999 - February 2001
Saks Fifth Avenue August 1982 - August 1991
Skills
Event Planning, Non-profits, Public Speaking, Strategic Planning, Customer Service, Time Management, Research, Nonprofits, Microsoft Word, Recruiting, Human Resources, Microsoft Excel, Employee Relations, Sales, Team Building
Education
Missouri Western State University 1973 — 1975
Missouri Western State University
QualStaff Resources August 2008 - Present
Qualstaff Resources, at Teva Pharma August 2008 - June 2010
George K. Baum & Company February 2006 - December 2007
George K. Baum Co February 2006 - December 2007
Kauffman Foundation August 2005 - August 2006
The Kauffman Foundation August 2004 - August 2005
PKD Foundation February 2001 - October 2003
PKD Foundation February 2001 - October 2003
John Quinn Law Office December 1999 - February 2001
Saks Fifth Avenue August 1982 - August 1991
Skills
Event Planning, Non-profits, Public Speaking, Strategic Planning, Customer Service, Time Management, Research, Nonprofits, Microsoft Word, Recruiting, Human Resources, Microsoft Excel, Employee Relations, Sales, Team Building
Education
Missouri Western State University 1973 — 1975
Missouri Western State University
David Doerflinger's George K. Baum & Company Experience 1999 - 2001
Job Senior Business Development Officer at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. May 2010 - Present
Nexity Financial Services, Inc. February 2007 - May 2010
Raymond James February 2001 - February 2007
George K. Baum & Company 1999 - 2001
Raymond James November 1989 - October 1999
Skills
Mutual Funds, Strategic Financial..., Asset Managment, Series 7, Banking, Portfolio Management, Investments, Wealth Management, Series 63, Loans, Retirement Planning, Insurance
Education
Kansas State University 1983 — 1987
BS, Business
Investment Professionals, Inc. May 2010 - Present
Nexity Financial Services, Inc. February 2007 - May 2010
Raymond James February 2001 - February 2007
George K. Baum & Company 1999 - 2001
Raymond James November 1989 - October 1999
Skills
Mutual Funds, Strategic Financial..., Asset Managment, Series 7, Banking, Portfolio Management, Investments, Wealth Management, Series 63, Loans, Retirement Planning, Insurance
Education
Kansas State University 1983 — 1987
BS, Business
Bill Thompson Bill Thompson's George K. Baum & Company Experience 1999 - 2001
Job at Siebert Brandford Shank
Industry Government Administration
Experience
Siebert Brandford Shank April 2010 - Present
Battery Park City Authority 2010 - Present
New York City Comptroller's Office January 2002 - December 2009
New York City Board of Education July 1994 - January 2001
George K. Baum & Company 1999 - 2001
Office of the Brooklyn Borough President January 1983 - December 1992
Education
Tufts University 1970 — 1974
B.A., Political Science
Siebert Brandford Shank April 2010 - Present
Battery Park City Authority 2010 - Present
New York City Comptroller's Office January 2002 - December 2009
New York City Board of Education July 1994 - January 2001
George K. Baum & Company 1999 - 2001
Office of the Brooklyn Borough President January 1983 - December 1992
Education
Tufts University 1970 — 1974
B.A., Political Science
Tanner Boucher Tanner Boucher's George K. Baum & Company Experience January 2014 - May 2014
Job MS in Quantitative Finance Candidate
Industry Investment Banking
Experience
Ronin Capital July 2015 - Present
George K. Baum & Company January 2014 - May 2014
George K. Baum & Company June 2012 - January 2014
Rensselaer Polytechnic Institute August 2010 - October 2011
C&S Wholesale Grocers May 2011 - August 2011
Skills
Black-Scholes, Matlab, VBA, SAS Programming, SQL, Regression Analysis, Stochastic Calculus, Financial Modeling, Financial Analysis, Accounting, Data Analysis, Excel, PowerPoint, Microsoft Office, Series 63, Series 52, Microsoft Excel, Business Development, Leadership, Teamwork
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, MS in Quantitative Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2009 — 2012
Bachelor's Degree, Business Management/Economics (Dual Major)
Ronin Capital July 2015 - Present
George K. Baum & Company January 2014 - May 2014
George K. Baum & Company June 2012 - January 2014
Rensselaer Polytechnic Institute August 2010 - October 2011
C&S Wholesale Grocers May 2011 - August 2011
Skills
Black-Scholes, Matlab, VBA, SAS Programming, SQL, Regression Analysis, Stochastic Calculus, Financial Modeling, Financial Analysis, Accounting, Data Analysis, Excel, PowerPoint, Microsoft Office, Series 63, Series 52, Microsoft Excel, Business Development, Leadership, Teamwork
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, MS in Quantitative Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2009 — 2012
Bachelor's Degree, Business Management/Economics (Dual Major)
Moses Taylor's George K. Baum & Company Experience June 2010 - August 2010
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Jackson National Life June 2014 - Present
Jackson National Life April 2014 - June 2014
Syntrinsic Investment Counsel July 2012 - March 2014
IMPACT AFRICA June 2011 - August 2011
George K. Baum & Company June 2010 - August 2010
Skills
Stata, Economics, Excel, Microsoft Office, Word, Microsoft Excel
Education
Colorado College 2008 — 2012
Colorado College 2008 — 2012
B.A, Economics
Jackson National Life June 2014 - Present
Jackson National Life April 2014 - June 2014
Syntrinsic Investment Counsel July 2012 - March 2014
IMPACT AFRICA June 2011 - August 2011
George K. Baum & Company June 2010 - August 2010
Skills
Stata, Economics, Excel, Microsoft Office, Word, Microsoft Excel
Education
Colorado College 2008 — 2012
Colorado College 2008 — 2012
B.A, Economics
David Arteberry David Arteberry's George K. Baum & Company Experience September 1987 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company September 1987 - Present
Skills
Public Finance, Municipal Bonds, Capital Markets
Education
University of Kansas 1982 — 1986
Bachelor of Science (BS), Business Administration
London School of Economics and Political Science 1986 — 1987
Postgraduate Diploma, Accounting and Finance
University of Missouri-Kansas City 1989 — 1991
Master of Business Administration (MBA), Finance
George K. Baum & Company September 1987 - Present
Skills
Public Finance, Municipal Bonds, Capital Markets
Education
University of Kansas 1982 — 1986
Bachelor of Science (BS), Business Administration
London School of Economics and Political Science 1986 — 1987
Postgraduate Diploma, Accounting and Finance
University of Missouri-Kansas City 1989 — 1991
Master of Business Administration (MBA), Finance
Mark Valenzuela Mark Valenzuela's George K. Baum & Company Experience January 2010 - Present
Job Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company January 2010 - Present
City of Albuquerque April 2009 - December 2009
New Mexico Finance Authority April 2004 - April 2009
Skills
Fixed Income, Series 7, Equities, Valuation, Derivatives, Securities, Financial Structuring, Alternative Investments, Bloomberg, Due Diligence, Credit Analysis, Institutional Investors, Mergers, Investments, Portfolio Management, Public Finance, Economic Development
Education
New Mexico Institute of Mining and Technology
The University of New Mexico
Master of Business Administration (M.B.A.)
George K. Baum & Company January 2010 - Present
City of Albuquerque April 2009 - December 2009
New Mexico Finance Authority April 2004 - April 2009
Skills
Fixed Income, Series 7, Equities, Valuation, Derivatives, Securities, Financial Structuring, Alternative Investments, Bloomberg, Due Diligence, Credit Analysis, Institutional Investors, Mergers, Investments, Portfolio Management, Public Finance, Economic Development
Education
New Mexico Institute of Mining and Technology
The University of New Mexico
Master of Business Administration (M.B.A.)
William Easley, CFP®, ChFC® William Easley, CFP®, ChFC®'s George K. Baum & Company Experience September 1998 - November 2000
Job Managing DirectorWealth Management at Prosperity Advisory Group
Industry Financial Services
Experience
Prosperity Advisory Group July 2009 - Present
Smith Barney November 2000 - July 2009
George K. Baum & Company September 1998 - November 2000
Piper Jaffray February 1995 - September 1998
American Express Financial Advisors March 1987 - February 1995
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Managment, Alternative Investments, 401k
Education
The American College 2000 — 2001
College for Financial Planning 1992 — 1994
University of Kansas 1982 — 1986
Bachelor of Arts, Political Science
Prosperity Advisory Group July 2009 - Present
Smith Barney November 2000 - July 2009
George K. Baum & Company September 1998 - November 2000
Piper Jaffray February 1995 - September 1998
American Express Financial Advisors March 1987 - February 1995
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Managment, Alternative Investments, 401k
Education
The American College 2000 — 2001
College for Financial Planning 1992 — 1994
University of Kansas 1982 — 1986
Bachelor of Arts, Political Science
Michael Viazzoli Michael Viazzoli's George K. Baum & Company Experience April 1998 - May 1999
Job Bank of Kansas City / BOK Financial
Industry Banking
Experience
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Dean Fuhrman's George K. Baum & Company Experience May 2001 - December 2007
Job CFO at Union Hill
Industry Real Estate
Experience
Union Hill February 2012 - Present
W Dean Fuhrman Bricoleur Consulting, LLC Bizzeness, LLC January 2008 - February 2012
Prairie Capital Management Inc. May 2001 - December 2007
George K. Baum & Company May 2001 - December 2007
W. Dean Fuhrman, CPA, P.A. January 2001 - December 2007
Fuhrman & Tierney, P.A. November 1985 - December 2000
Laventhol & Horwath January 1983 - October 1985
Studio in the Woods 1982 - 1983
KPMG June 1977 - July 1981
Skills
Investments, Mergers, Private Equity, Financial Analysis, Wealth Management, Bonds, Due Diligence, Small Business, Auditing, Financial Accounting, Management, Mergers, Finance, Mergers & Acquisitions
Education
Kansas State University 1975 — 1977
BSBA, Accounting
Kansas State University
Union Hill February 2012 - Present
W Dean Fuhrman Bricoleur Consulting, LLC Bizzeness, LLC January 2008 - February 2012
Prairie Capital Management Inc. May 2001 - December 2007
George K. Baum & Company May 2001 - December 2007
W. Dean Fuhrman, CPA, P.A. January 2001 - December 2007
Fuhrman & Tierney, P.A. November 1985 - December 2000
Laventhol & Horwath January 1983 - October 1985
Studio in the Woods 1982 - 1983
KPMG June 1977 - July 1981
Skills
Investments, Mergers, Private Equity, Financial Analysis, Wealth Management, Bonds, Due Diligence, Small Business, Auditing, Financial Accounting, Management, Mergers, Finance, Mergers & Acquisitions
Education
Kansas State University 1975 — 1977
BSBA, Accounting
Kansas State University
Jim Otto's George K. Baum & Company Experience August 1994 - August 2000
Job Vice President at JOTTO Inc.
Industry Consumer Services
Experience
Shear Madness Franchising 2009 - Present
JOTTO Inc. May 2005 - Present
OTTO Farms May 2003 - Present
George K. Baum & Company August 1994 - August 2000
Skills
Team Building, Managing High..., mergers and acquisitions, Entrepreneurship, Sales, Marketing, High Performance Teams, Franchising, Business Development, Mergers, Inspiration, Strategic Planning, Retail, Mergers & Acquisitions, Leadership, Business Strategy, Management, Small Business, Strategy, Start-ups, Strategic Partnerships, Real Estate, New Business Development, Management Consulting, CRM, Marketing Strategy
Education
Kansas State University 1976 — 1980
BS, Marketing
Shear Madness Franchising 2009 - Present
JOTTO Inc. May 2005 - Present
OTTO Farms May 2003 - Present
George K. Baum & Company August 1994 - August 2000
Skills
Team Building, Managing High..., mergers and acquisitions, Entrepreneurship, Sales, Marketing, High Performance Teams, Franchising, Business Development, Mergers, Inspiration, Strategic Planning, Retail, Mergers & Acquisitions, Leadership, Business Strategy, Management, Small Business, Strategy, Start-ups, Strategic Partnerships, Real Estate, New Business Development, Management Consulting, CRM, Marketing Strategy
Education
Kansas State University 1976 — 1980
BS, Marketing
David Perkins, MBA David Perkins, MBA's George K. Baum & Company Experience May 1987 - July 1994
Job Leader Influencer
Industry Management Consulting
Experience
Park State Bank & Trust 2012 - 2013
Glazer's December 2011 - June 2012
Internal Revenue Service February 2012 - May 2012
Project CEO April 2005 - November 2011
UBS Financial Services July 2002 - October 2003
Amvest Financial Group January 1996 - June 2002
Financial Printing Resource January 1995 - December 1996
George K. Baum & Company May 1987 - July 1994
Skills
Teaching, Thinking Outside The Box, Public Speaking, Finance, Investments, Accounting, Entrepreneur, Small Business, Business Strategy, Business Planning, Strategic Planning, Business Development, Management Consulting, Business Analysis, New Business Development, Mergers, Financial Analysis, Leadership, Training, Entrepreneurship
Education
Keller Graduate School of Management of DeVry University
M.B.A, Management and Finance
Friends University
B. S, Business Administration & Accounting
Park State Bank & Trust 2012 - 2013
Glazer's December 2011 - June 2012
Internal Revenue Service February 2012 - May 2012
Project CEO April 2005 - November 2011
UBS Financial Services July 2002 - October 2003
Amvest Financial Group January 1996 - June 2002
Financial Printing Resource January 1995 - December 1996
George K. Baum & Company May 1987 - July 1994
Skills
Teaching, Thinking Outside The Box, Public Speaking, Finance, Investments, Accounting, Entrepreneur, Small Business, Business Strategy, Business Planning, Strategic Planning, Business Development, Management Consulting, Business Analysis, New Business Development, Mergers, Financial Analysis, Leadership, Training, Entrepreneurship
Education
Keller Graduate School of Management of DeVry University
M.B.A, Management and Finance
Friends University
B. S, Business Administration & Accounting
Maggie Caschette Maggie Caschette's George K. Baum & Company Experience January 2014 - January 2015
Job Associate at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets January 2015 - Present
George K. Baum & Company January 2014 - January 2015
George K. Baum & Company July 2012 - January 2014
Bruner & Pappas LLP July 2011 - September 2012
18th Judicial Court District May 2010 - August 2010
Starrs Mihm LLP May 2008 - August 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Organizational..., Coaching
Education
Texas Christian University 2008 — 2012
Bachelor of Science, Political Science
Heritage High School 2004 — 2008
BB&T Capital Markets January 2015 - Present
George K. Baum & Company January 2014 - January 2015
George K. Baum & Company July 2012 - January 2014
Bruner & Pappas LLP July 2011 - September 2012
18th Judicial Court District May 2010 - August 2010
Starrs Mihm LLP May 2008 - August 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Organizational..., Coaching
Education
Texas Christian University 2008 — 2012
Bachelor of Science, Political Science
Heritage High School 2004 — 2008
Brandt Hill's George K. Baum & Company Experience June 1996 - December 1999
Job Our product is positive guest reactions.
Industry Restaurants
Experience
Hill Management Group, LLC August 2015 - Present
Hillson Operations January 2006 - Present
Apex Business Advisors January 2015 - July 2015
Mac n Seitz Baseball and Softball 2007 - 2015
The LDS Corporation January 2000 - January 2005
George K. Baum & Company June 1996 - December 1999
Skills
Strategic Planning, New Business Development, Customer Service, Operations Management, Leadership, Business Strategy, Entrepreneurship, Financial Analysis, Start-ups, Microsoft Excel, Mergers, Restaurants, Team Building, Hotels, Hospitality, Mergers & Acquisitions, Sales, Sales Management, Coaching, Management, Marketing Strategy, Marketing
Education
Babson College
Hill Management Group, LLC August 2015 - Present
Hillson Operations January 2006 - Present
Apex Business Advisors January 2015 - July 2015
Mac n Seitz Baseball and Softball 2007 - 2015
The LDS Corporation January 2000 - January 2005
George K. Baum & Company June 1996 - December 1999
Skills
Strategic Planning, New Business Development, Customer Service, Operations Management, Leadership, Business Strategy, Entrepreneurship, Financial Analysis, Start-ups, Microsoft Excel, Mergers, Restaurants, Team Building, Hotels, Hospitality, Mergers & Acquisitions, Sales, Sales Management, Coaching, Management, Marketing Strategy, Marketing
Education
Babson College
Grant Nelson's George K. Baum & Company Experience 1998 - 1999
Job Owner, G Dogz, LLC dba Canine Dimensions
Industry Professional Training & Coaching
Experience
G Dogz, LLC dba Canine Dimensions April 2015 - Present
G Fotoz Fine Art Photography January 2015 - Present
IT21 Solutions May 2014 - March 2015
PDS Cortex April 2009 - May 2014
Sedona Learning Solutions April 2009 - May 2009
CommVault 2000 - 2008
George K. Baum & Company 1998 - 1999
CDFM2 Architecture 1993 - 1997
Skills
Photography, Sales, Training, EHR, Disaster Recovery, Software Documentation, EMR, Integration, Project Management, Healthcare Information..., CommVault, Professional Services, Consulting, Management, Software Implementation, Servers, Healthcare, Health Information..., Salesforce.com, Computers, HIPAA, Pre-sales, Public Speaking, Virtualization, Storage Area Networks, Networking, Microsoft Office, Problem Solving, Troubleshooting, Dragon Naturally..., Meaningful Use, IT Project Management, Microsoft Technologies, Technical Training, Healthcare IT, Documentation, SQL, Technical Writing, Windows, Computer Hardware, Instructional Design, Customer Service, Software Consulting, WordPress, HL7 interfaces, Photoshop, Captivate, Technical Support
Education
Friends University 1993 — 1995
Bachelors
Platt College
AA
St. Luke's School of Nursing
G Dogz, LLC dba Canine Dimensions April 2015 - Present
G Fotoz Fine Art Photography January 2015 - Present
IT21 Solutions May 2014 - March 2015
PDS Cortex April 2009 - May 2014
Sedona Learning Solutions April 2009 - May 2009
CommVault 2000 - 2008
George K. Baum & Company 1998 - 1999
CDFM2 Architecture 1993 - 1997
Skills
Photography, Sales, Training, EHR, Disaster Recovery, Software Documentation, EMR, Integration, Project Management, Healthcare Information..., CommVault, Professional Services, Consulting, Management, Software Implementation, Servers, Healthcare, Health Information..., Salesforce.com, Computers, HIPAA, Pre-sales, Public Speaking, Virtualization, Storage Area Networks, Networking, Microsoft Office, Problem Solving, Troubleshooting, Dragon Naturally..., Meaningful Use, IT Project Management, Microsoft Technologies, Technical Training, Healthcare IT, Documentation, SQL, Technical Writing, Windows, Computer Hardware, Instructional Design, Customer Service, Software Consulting, WordPress, HL7 interfaces, Photoshop, Captivate, Technical Support
Education
Friends University 1993 — 1995
Bachelors
Platt College
AA
St. Luke's School of Nursing
Johnna Middleton Johnna Middleton's George K. Baum & Company Experience August 2004 - March 2013
Job Legal Assistant at Gilmore & Bell,
Industry Commercial Real Estate
Experience
Gilmore & Bell, P.C. June 2014 - Present
Universal, LC (Lusk Communities, Inc.) March 2013 - May 2014
George K. Baum & Company August 2004 - March 2013
LodgeWorks Partners, L.P. April 2000 - August 2004
Summerfield Hotel Corp. September 1998 - April 2000
Thorn Americas, Inc. November 1996 - September 1998
Thorn Americas, Inc. June 1995 - November 1996
Skills
Accounting and..., Legal Document..., Report Analysis and..., Reception and Secretary..., Communication (written..., Computer (Office 2010,..., Microsoft Excel, General Ledger, Budgets, Accounts Payable, Legal Documents, Accounting, Financial Analysis, Accounts Receivable, Bookkeeping, Administrative..., Tax, Management, Process Scheduler, Human Resources, Finance, Spreadsheets, Financial Statements, Internal Audit
Education
Wichita State University 1987 — 1989
Butler County Community College
Accounting
Gilmore & Bell, P.C. June 2014 - Present
Universal, LC (Lusk Communities, Inc.) March 2013 - May 2014
George K. Baum & Company August 2004 - March 2013
LodgeWorks Partners, L.P. April 2000 - August 2004
Summerfield Hotel Corp. September 1998 - April 2000
Thorn Americas, Inc. November 1996 - September 1998
Thorn Americas, Inc. June 1995 - November 1996
Skills
Accounting and..., Legal Document..., Report Analysis and..., Reception and Secretary..., Communication (written..., Computer (Office 2010,..., Microsoft Excel, General Ledger, Budgets, Accounts Payable, Legal Documents, Accounting, Financial Analysis, Accounts Receivable, Bookkeeping, Administrative..., Tax, Management, Process Scheduler, Human Resources, Finance, Spreadsheets, Financial Statements, Internal Audit
Education
Wichita State University 1987 — 1989
Butler County Community College
Accounting
Jeb Burchenal Jeb Burchenal's George K. Baum & Company Experience July 2008 - August 2008
Job
Industry Internet
Experience
Uber July 2014 - Present
Brown Brothers Harriman July 2010 - February 2014
Berkshire Capital Securities LLC June 2009 - July 2009
George K. Baum & Company July 2008 - August 2008
Bill Barrett Corporation June 2007 - July 2007
Skills
Bloomberg, Commercial Lending, Commodity Markets, Commodity Risk..., Credit Analysis, Loans, Negotiation, Relationship Management, Derivatives, Fixed Income, Commodity
Education
Middlebury College 2006 — 2010
Bachelor of the Arts, Cum Laude with Honors, Economics
Colorado Academy
Uber July 2014 - Present
Brown Brothers Harriman July 2010 - February 2014
Berkshire Capital Securities LLC June 2009 - July 2009
George K. Baum & Company July 2008 - August 2008
Bill Barrett Corporation June 2007 - July 2007
Skills
Bloomberg, Commercial Lending, Commodity Markets, Commodity Risk..., Credit Analysis, Loans, Negotiation, Relationship Management, Derivatives, Fixed Income, Commodity
Education
Middlebury College 2006 — 2010
Bachelor of the Arts, Cum Laude with Honors, Economics
Colorado Academy
Kelly Greaton Kelly Greaton's George K. Baum & Company Experience July 1999 - October 2000
Job Medtronic Sales & Business Development
Industry Medical Devices
Experience
Medtronic April 2012 - Present
US Endoscopy May 2008 - April 2012
Sanofi Aventis September 2005 - May 2008
Citigroup Smith Barney November 2000 - September 2005
George K. Baum & Company July 1999 - October 2000
The Pillsbury Company May 1996 - July 1999
Merrill Lynch September 1994 - May 1996
Skills
Business Development, Capital Equipment, Gastroenterology, Hospitals, Investments, Market Development, Medical Devices, Operating Room, Disposables, Cardiology, Pain Management, Pharmaceutical Sales, Product Launch, Sales Operations, Surgeons, Cross-functional Team..., Healthcare, Strategic Planning, Surgical Instruments, Urology
Education
University of St. Thomas
Master of Business Communication, Magna Cum Laude
Hamline University 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Medtronic April 2012 - Present
US Endoscopy May 2008 - April 2012
Sanofi Aventis September 2005 - May 2008
Citigroup Smith Barney November 2000 - September 2005
George K. Baum & Company July 1999 - October 2000
The Pillsbury Company May 1996 - July 1999
Merrill Lynch September 1994 - May 1996
Skills
Business Development, Capital Equipment, Gastroenterology, Hospitals, Investments, Market Development, Medical Devices, Operating Room, Disposables, Cardiology, Pain Management, Pharmaceutical Sales, Product Launch, Sales Operations, Surgeons, Cross-functional Team..., Healthcare, Strategic Planning, Surgical Instruments, Urology
Education
University of St. Thomas
Master of Business Communication, Magna Cum Laude
Hamline University 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Aubrie Conover's George K. Baum & Company Experience May 2007 - March 2009
Job Office Manager, Heffner Associates at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Masters Transportation August 2012 - June 2015
Murphy-Hoffman Company July 2010 - June 2012
Murphy-Hoffman Company September 2009 - July 2010
Newport Television July 2009 - August 2009
Silpada Designs June 2009 - July 2009
George K. Baum & Company May 2007 - March 2009
Education
Kansas State University 2003 — 2007
Bachelor of Science in Management, Emphasis in Human Resource Management
Principal Financial Group June 2015 - Present
Masters Transportation August 2012 - June 2015
Murphy-Hoffman Company July 2010 - June 2012
Murphy-Hoffman Company September 2009 - July 2010
Newport Television July 2009 - August 2009
Silpada Designs June 2009 - July 2009
George K. Baum & Company May 2007 - March 2009
Education
Kansas State University 2003 — 2007
Bachelor of Science in Management, Emphasis in Human Resource Management
Jeff DeVolder's George K. Baum & Company Experience April 1997 - July 1999
Job VP, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - December 2011
Harvard Business School Publishing January 2009 - February 2010
Fidelity Investments June 2007 - October 2008
McKinsey & Company June 2004 - June 2007
Harvard Business School August 2002 - May 2004
UBS Warburg August 1999 - June 2002
George K. Baum & Company April 1997 - July 1999
KPMG September 1995 - March 1997
Education
Harvard Business School 2002 — 2004
MBA
Kansas State University 1991 — 1995
BSBA
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - December 2011
Harvard Business School Publishing January 2009 - February 2010
Fidelity Investments June 2007 - October 2008
McKinsey & Company June 2004 - June 2007
Harvard Business School August 2002 - May 2004
UBS Warburg August 1999 - June 2002
George K. Baum & Company April 1997 - July 1999
KPMG September 1995 - March 1997
Education
Harvard Business School 2002 — 2004
MBA
Kansas State University 1991 — 1995
BSBA
Alexander Diones Alexander Diones's George K. Baum & Company Experience June 2013 - August 2013
Job Doctoral Student at UCLA
Industry Higher Education
Experience
Dipont Education August 2014 - May 2015
Amherst College January 2014 - May 2014
Mead Art Museum January 2013 - May 2014
George K. Baum & Company June 2013 - August 2013
Arizona Justice Project June 2011 - August 2011
Skills
Qualitative Research, Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Quantitative Research, Financial Modeling, Presentations, Document Drafting, Microsoft Office, Case Studies
Education
University of California, Los Angeles 2015 — 2020
Doctor of Philosophy (Ph.D.), Political Science and Government
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Political Science
Phoenix Country Day School 2006 — 2010
High School
Dipont Education August 2014 - May 2015
Amherst College January 2014 - May 2014
Mead Art Museum January 2013 - May 2014
George K. Baum & Company June 2013 - August 2013
Arizona Justice Project June 2011 - August 2011
Skills
Qualitative Research, Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Quantitative Research, Financial Modeling, Presentations, Document Drafting, Microsoft Office, Case Studies
Education
University of California, Los Angeles 2015 — 2020
Doctor of Philosophy (Ph.D.), Political Science and Government
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Political Science
Phoenix Country Day School 2006 — 2010
High School
Amelia Bond's George K. Baum & Company Experience November 2009 - December 2011
Job President and CEO at St. Louis Community Foundation
Industry Philanthropy
Experience
St. Louis Community Foundation 2011 - Present
Amelia Bond Muncipal Securities Consulting 2011 - 2015
George K. Baum & Company November 2009 - December 2011
Wachovia, A Wells Fargo Company October 2007 - August 2009
Wells Fargo 2009 - 2009
A.G. Edwards & Sons, Inc. 1987 - 2007
Municipal Securities Rulemaking Board 2003 - 2006
Skills
Management, Financial Modeling, Public Finance, Series 7, Capital Markets, Securities, Investments, Series 63, Financial Analysis, Strategic Planning, Public Speaking, Fixed Income, Asset Management, Due Diligence
Education
Washington University in St. Louis - Olin Business School
MBA, Finance
Kenyon College 1979 — 1983
BA, Economics, History
St. Louis Community Foundation 2011 - Present
Amelia Bond Muncipal Securities Consulting 2011 - 2015
George K. Baum & Company November 2009 - December 2011
Wachovia, A Wells Fargo Company October 2007 - August 2009
Wells Fargo 2009 - 2009
A.G. Edwards & Sons, Inc. 1987 - 2007
Municipal Securities Rulemaking Board 2003 - 2006
Skills
Management, Financial Modeling, Public Finance, Series 7, Capital Markets, Securities, Investments, Series 63, Financial Analysis, Strategic Planning, Public Speaking, Fixed Income, Asset Management, Due Diligence
Education
Washington University in St. Louis - Olin Business School
MBA, Finance
Kenyon College 1979 — 1983
BA, Economics, History
Cynthia Zebro Cynthia Zebro's George K. Baum & Company Experience 2009 - 2010
Job Vice President of Marketing at Lazard Middle Market
Industry Marketing and Advertising
Experience
Lazard Middle Market February 2010 - Present
George K. Baum & Company 2009 - 2010
US Bank 2009 - 2009
Piper Jaffray 1995 - 2008
Prudential Home Mortgage 1991 - 1994
Investment Rarities Incorporated 1986 - 1991
Skills
Marketing, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Due Diligence, Access, Social Media, Online Advertising, Social Media Marketing, Negotiation, Research, Marketing Communications, Training, Advertising, Public Relations
Education
Minnesota School of Business 1984 — 1986
St. Croix Lutheran High School 1980 — 1984
Lazard Middle Market February 2010 - Present
George K. Baum & Company 2009 - 2010
US Bank 2009 - 2009
Piper Jaffray 1995 - 2008
Prudential Home Mortgage 1991 - 1994
Investment Rarities Incorporated 1986 - 1991
Skills
Marketing, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Due Diligence, Access, Social Media, Online Advertising, Social Media Marketing, Negotiation, Research, Marketing Communications, Training, Advertising, Public Relations
Education
Minnesota School of Business 1984 — 1986
St. Croix Lutheran High School 1980 — 1984
Eric Laorr Eric Laorr's George K. Baum & Company Experience June 2015 - Present
Job Analyst at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company June 2015 - Present
JNBA Financial Advisors May 2014 - August 2014
Minnesota PGA Junior Golf Association June 2012 - August 2013
Einstein Noah Restaurant Group, Inc. September 2010 - August 2011
Skills
Public Speaking, Time Management, PowerPoint, Economics, Facebook, Leadership, Spanish, Microsoft Word, Microsoft Excel, Microsoft Office, Research
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Breck School 2006 — 2011
George K. Baum & Company June 2015 - Present
JNBA Financial Advisors May 2014 - August 2014
Minnesota PGA Junior Golf Association June 2012 - August 2013
Einstein Noah Restaurant Group, Inc. September 2010 - August 2011
Skills
Public Speaking, Time Management, PowerPoint, Economics, Facebook, Leadership, Spanish, Microsoft Word, Microsoft Excel, Microsoft Office, Research
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Breck School 2006 — 2011
Tushar (TJ) Shah, FRM Tushar (TJ) Shah, FRM's George K. Baum & Company Experience 1994 - 1997
Job Managing Principal at Capco
Industry Financial Services
Experience
Capco April 2012 - Present
SunGard Consulting Services March 2010 - March 2012
IBM Global Services December 2004 - July 2010
JPMorgan Chase June 2001 - December 2004
BearingPoint 2002 - 2004
SunGard 1998 - 2002
MetLife 1997 - 1999
George K. Baum & Company 1994 - 1997
Skills
Risk Management, Capital Markets, Six Sigma, Fixed Income, Derivatives, Financial Risk, Financial Modeling, Credit Risk, Investment Banking, Basel II, Portfolio Management, Banking, Enterprise Risk..., Financial Services, Business Analysis, Management, Valuation
Education
Rutgers University-New Brunswick 1984 — 1989
B.A., Economics, Finance, Math, Physics
Capco April 2012 - Present
SunGard Consulting Services March 2010 - March 2012
IBM Global Services December 2004 - July 2010
JPMorgan Chase June 2001 - December 2004
BearingPoint 2002 - 2004
SunGard 1998 - 2002
MetLife 1997 - 1999
George K. Baum & Company 1994 - 1997
Skills
Risk Management, Capital Markets, Six Sigma, Fixed Income, Derivatives, Financial Risk, Financial Modeling, Credit Risk, Investment Banking, Basel II, Portfolio Management, Banking, Enterprise Risk..., Financial Services, Business Analysis, Management, Valuation
Education
Rutgers University-New Brunswick 1984 — 1989
B.A., Economics, Finance, Math, Physics
Kelley Matthews's George K. Baum & Company Experience September 2001 - April 2009
Job Non Profit Supporter
Industry Nonprofit Organization Management
Experience
Cancer Support Community Redondo Beach October 2012 - May 2015
George K. Baum & Company September 2001 - April 2009
TeleTech March 1998 - June 2001
Skills
PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Event Management, Marketing, Nonprofits, Microsoft Word, Business Development, Community Outreach, Fundraising
Education
Eastern Kentucky University
BBA, Marketing
Cancer Support Community Redondo Beach October 2012 - May 2015
George K. Baum & Company September 2001 - April 2009
TeleTech March 1998 - June 2001
Skills
PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Event Management, Marketing, Nonprofits, Microsoft Word, Business Development, Community Outreach, Fundraising
Education
Eastern Kentucky University
BBA, Marketing
David Webb David Webb's George K. Baum & Company Experience July 2013 - Present
Job First Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company July 2013 - Present
Deer Park ISD March 2004 - June 2013
TASB Risk Management Fund December 1995 - June 2013
Texas Education Reform Foundation January 2002 - December 2011
La Porte ISD July 1994 - March 2004
Lone Star Investment Pool 1998 - 2003
Alief ISD November 1992 - July 1994
Pasadena ISD July 1989 - November 1992
Alvin ISD August 1987 - July 1989
Beverly Enterprises May 1986 - August 1987
Skills
Finance, Budgets, Leadership, Training, Risk Management, Payroll, Public Speaking, Insurance, Investments, Strategic Planning, Consulting, Analysis, Financial Analysis, Portfolio Management, Legislative Issues, Conflict Management, Teaching, Team Building, Bonds, Construction Loans, Short term financing, Variable rate bonds, Public policy services, Elections
Education
The University of Texas at Austin 1979 — 1981
BBA, Accounting
University of Houston 1977 — 1979
Accounting
South Houston High School 1973 — 1977
George K. Baum & Company July 2013 - Present
Deer Park ISD March 2004 - June 2013
TASB Risk Management Fund December 1995 - June 2013
Texas Education Reform Foundation January 2002 - December 2011
La Porte ISD July 1994 - March 2004
Lone Star Investment Pool 1998 - 2003
Alief ISD November 1992 - July 1994
Pasadena ISD July 1989 - November 1992
Alvin ISD August 1987 - July 1989
Beverly Enterprises May 1986 - August 1987
Skills
Finance, Budgets, Leadership, Training, Risk Management, Payroll, Public Speaking, Insurance, Investments, Strategic Planning, Consulting, Analysis, Financial Analysis, Portfolio Management, Legislative Issues, Conflict Management, Teaching, Team Building, Bonds, Construction Loans, Short term financing, Variable rate bonds, Public policy services, Elections
Education
The University of Texas at Austin 1979 — 1981
BBA, Accounting
University of Houston 1977 — 1979
Accounting
South Houston High School 1973 — 1977
Janet Berry's George K. Baum & Company Experience March 2002 - April 2007
Job Executive Assistant
Industry Transportation/Trucking/Railroad
Experience
Freightquote.com April 2007 - April 2015
George K. Baum & Company March 2002 - April 2007
Edward Jones March 2001 - March 2002
Haas & Wilkerson Insurance March 1990 - May 2000
Skills
Executive Support, Executive Calendar..., Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Employee Recognition, Account Management, Relationship Building, Corporate Events, Travel Management, Special Events..., Business Travel, Negotiation, Secretarial Skills, Customer Service, Email, Transportation, Organization Skills, Internal & External..., Internet Resources, Time Management, Inventory Management
Education
Johnson County Community College
General Studies
Olathe North High School
Freightquote.com April 2007 - April 2015
George K. Baum & Company March 2002 - April 2007
Edward Jones March 2001 - March 2002
Haas & Wilkerson Insurance March 1990 - May 2000
Skills
Executive Support, Executive Calendar..., Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Employee Recognition, Account Management, Relationship Building, Corporate Events, Travel Management, Special Events..., Business Travel, Negotiation, Secretarial Skills, Customer Service, Email, Transportation, Organization Skills, Internal & External..., Internet Resources, Time Management, Inventory Management
Education
Johnson County Community College
General Studies
Olathe North High School
Greta Meyer Greta Meyer's George K. Baum & Company Experience June 2011 - September 2011
Job Marketing Specialist at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management October 2013 - Present
Brown Brothers Harriman August 2012 - October 2013
George K. Baum & Company June 2011 - September 2011
Skills
Mutual Funds, Bloomberg, Financial Services, Securities, Fund Accounting, Fixed Income, Equities
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), Government
Acadian Asset Management October 2013 - Present
Brown Brothers Harriman August 2012 - October 2013
George K. Baum & Company June 2011 - September 2011
Skills
Mutual Funds, Bloomberg, Financial Services, Securities, Fund Accounting, Fixed Income, Equities
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), Government
Rebecca Goering Rebecca Goering's George K. Baum & Company Experience February 1996 - October 2001
Job Communications Coordinator for Recreation Services at University of Kansas
Industry Marketing and Advertising
Experience
University of Kansas January 2012 - Present
Grundfos Pumps Corporation February 2007 - June 2011
Grundfos Pumps Corporation November 2001 - February 2007
George K. Baum & Company February 1996 - October 2001
Skills
Strategy, Marketing Communications, Project Planning, Marketing Strategy, Integrated Marketing, Proofreading, Brand Awareness, Photography, Email Marketing, Web Analytics, Advertising, Sales, Media Relations, Budgets, Management, Strategic Communications, Social Media, Sales Operations, Direct Marketing, Product Marketing, Marketing, Direct Mail, Market Research, Copywriting, Press Releases, Marketing Management, Corporate Communications
Education
University of Kansas 2006 — 2011
MS, Marketing Communications
University of Nebraska-Lincoln 1992 — 1993
BA, Speech Communications
The University of Kansas 1990 — 1992
Journalism
Bethel College 1987 — 1989
Liberal Arts
University of Kansas January 2012 - Present
Grundfos Pumps Corporation February 2007 - June 2011
Grundfos Pumps Corporation November 2001 - February 2007
George K. Baum & Company February 1996 - October 2001
Skills
Strategy, Marketing Communications, Project Planning, Marketing Strategy, Integrated Marketing, Proofreading, Brand Awareness, Photography, Email Marketing, Web Analytics, Advertising, Sales, Media Relations, Budgets, Management, Strategic Communications, Social Media, Sales Operations, Direct Marketing, Product Marketing, Marketing, Direct Mail, Market Research, Copywriting, Press Releases, Marketing Management, Corporate Communications
Education
University of Kansas 2006 — 2011
MS, Marketing Communications
University of Nebraska-Lincoln 1992 — 1993
BA, Speech Communications
The University of Kansas 1990 — 1992
Journalism
Bethel College 1987 — 1989
Liberal Arts
Christopher Boden Christopher Boden's George K. Baum & Company Experience March 2012 - August 2012
Job Professional Staff Member at United States Senate Judiciary Committee
Industry Legal Services
Experience
United States Senate Judiciary Committee June 2015 - Present
United States Senate Judiciary Committee February 2015 - June 2015
Uniform Law Commission August 2014 - January 2015
United States Senate Judiciary Committee May 2014 - August 2014
Brotschul Potts LLC April 2013 - May 2014
George K. Baum & Company March 2012 - August 2012
Kappa Alpha Theta Sorority January 2010 - December 2011
George K. Baum & Company July 2011 - August 2011
United States Senate with Senator Chuck Grassley May 2011 - July 2011
Camp Adventure Youth Services June 2010 - January 2011
Skills
Microsoft Office, Marketing
Education
Loyola University Chicago School of Law 2012 — 2015
Juris Doctor (J.D.)
Georgetown University Law Center 2015 — 2015
Visiting Student, Spring 2015
Iowa State University - College of Business 2008 — 2012
Finance, Major in Finance, Minor in Psychology
Blue Valley West High School 2004 — 2008
United States Senate Judiciary Committee June 2015 - Present
United States Senate Judiciary Committee February 2015 - June 2015
Uniform Law Commission August 2014 - January 2015
United States Senate Judiciary Committee May 2014 - August 2014
Brotschul Potts LLC April 2013 - May 2014
George K. Baum & Company March 2012 - August 2012
Kappa Alpha Theta Sorority January 2010 - December 2011
George K. Baum & Company July 2011 - August 2011
United States Senate with Senator Chuck Grassley May 2011 - July 2011
Camp Adventure Youth Services June 2010 - January 2011
Skills
Microsoft Office, Marketing
Education
Loyola University Chicago School of Law 2012 — 2015
Juris Doctor (J.D.)
Georgetown University Law Center 2015 — 2015
Visiting Student, Spring 2015
Iowa State University - College of Business 2008 — 2012
Finance, Major in Finance, Minor in Psychology
Blue Valley West High School 2004 — 2008
Greg Baum Greg Baum's George K. Baum & Company Experience July 1993 - December 1995
Job Senior Sales Engineer at Sweetwater Sound
Industry Music
Experience
Sweetwater Sound April 1999 - Present
Living Room Productions January 1982 - April 1999
George K. Baum & Company July 1993 - December 1995
Dain Bosworth Company July 1991 - July 1993
Washburn Guitars/Oscar Schmidt Int'l (Fretted Industries) July 1978 - January 1981
Skills
Audio Engineering, Sound, Professional Audio, Recording, Music Industry, Live Sound, Pro Tools, Music Production, Studio Recording, Music, Sales, Sound Design, Audio Editing, Product Marketing, Composition, Sound Reinforcement, Songwriting, Logic Pro, Keyboards, Audio Post Production, Guitarist, Mastering, Drums, Music Theory
Education
McGill University
Bachelor of Arts (B.A.), Political Science, French, with Honours
Columbia College
Associate of Arts (A.A.), History, French, Valedictorian
Hinsdale Central High School
Diploma
Sweetwater Sound April 1999 - Present
Living Room Productions January 1982 - April 1999
George K. Baum & Company July 1993 - December 1995
Dain Bosworth Company July 1991 - July 1993
Washburn Guitars/Oscar Schmidt Int'l (Fretted Industries) July 1978 - January 1981
Skills
Audio Engineering, Sound, Professional Audio, Recording, Music Industry, Live Sound, Pro Tools, Music Production, Studio Recording, Music, Sales, Sound Design, Audio Editing, Product Marketing, Composition, Sound Reinforcement, Songwriting, Logic Pro, Keyboards, Audio Post Production, Guitarist, Mastering, Drums, Music Theory
Education
McGill University
Bachelor of Arts (B.A.), Political Science, French, with Honours
Columbia College
Associate of Arts (A.A.), History, French, Valedictorian
Hinsdale Central High School
Diploma
Dawn Woodside Dawn Woodside's George K. Baum & Company Experience 2002 - 2004
Job Travel Consultant at Burns & McDonnell
Industry Hospitality
Experience
Burns & McDonnell February 2013 - Present
Acendas June 2004 - February 2013
Aquila April 2006 - July 2008
George K. Baum & Company 2002 - 2004
Travel and Transport 1997 - 2002
BCD Travel/formerly EDS travel division 1995 - 1997
Maritz Travel Company 1990 - 1995
HOK Sport 1990 - 1995
Skills
Travel Management, Marketing, Event Management, Customer Service, Business Travel, Meeting Planning, Hotels, Time Management, Hotel Booking, Sales, Negotiation, Budgets, Training, Travel Planning, Event Planning, Team Building, Trade Shows, Airlines, Account Management, Tourism, Online Travel, Outlook, Ticketing, System Administration, Contract Negotiation, Cruises, Leisure Travel, Coaching, Customer Satisfaction, Hospitality, Hospitality Industry, Vacation
Education
Truman State University 1985 — 1986
Burns & McDonnell February 2013 - Present
Acendas June 2004 - February 2013
Aquila April 2006 - July 2008
George K. Baum & Company 2002 - 2004
Travel and Transport 1997 - 2002
BCD Travel/formerly EDS travel division 1995 - 1997
Maritz Travel Company 1990 - 1995
HOK Sport 1990 - 1995
Skills
Travel Management, Marketing, Event Management, Customer Service, Business Travel, Meeting Planning, Hotels, Time Management, Hotel Booking, Sales, Negotiation, Budgets, Training, Travel Planning, Event Planning, Team Building, Trade Shows, Airlines, Account Management, Tourism, Online Travel, Outlook, Ticketing, System Administration, Contract Negotiation, Cruises, Leisure Travel, Coaching, Customer Satisfaction, Hospitality, Hospitality Industry, Vacation
Education
Truman State University 1985 — 1986
Joe Kinder's George K. Baum & Company Experience October 2007 - Present
Job Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company October 2007 - Present
Education
University of Missouri-Columbia School of Law 2004 — 2006
Juris Doctor, Law
Dartmouth College 2000 — 2003
A.B., Economics
George K. Baum & Company October 2007 - Present
Education
University of Missouri-Columbia School of Law 2004 — 2006
Juris Doctor, Law
Dartmouth College 2000 — 2003
A.B., Economics
Henry Sheehan Henry Sheehan's George K. Baum & Company Experience July 2006 - December 2009
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2013 - Present
Dibbitt, Inc. June 2011 - August 2011
Scottsdale Debt Center January 2010 - March 2011
George K. Baum & Company July 2006 - December 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Middlebury College 2002 — 2006
BA, Economics
Deutsche Bank August 2013 - Present
Dibbitt, Inc. June 2011 - August 2011
Scottsdale Debt Center January 2010 - March 2011
George K. Baum & Company July 2006 - December 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Middlebury College 2002 — 2006
BA, Economics
Mark Loddo Mark Loddo's George K. Baum & Company Experience 1998 - 1998
Job Account Executive at Swiss America Trading Corp.
Industry Financial Services
Experience
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Trevor S. Deakin's George K. Baum & Company Experience January 2011 - June 2011
Job Business Operations Manager at Broward County
Industry Government Administration
Experience
Broward County November 2013 - Present
Broward County December 2012 - November 2013
City of Littleton September 2012 - November 2012
Colorado Office of the State Auditor June 2011 - August 2012
George K. Baum & Company January 2011 - June 2011
Brigham Young University September 2009 - October 2010
Springville City January 2009 - August 2009
Skills
Public Policy, Government, Research, Public Administration, Community Development, Budgets, Community Outreach, Policy Analysis, Economic Development, Grant Writing, Public Speaking, Microsoft Excel, Non-profits, Data Analysis, PowerPoint, Microsoft Office, Leadership, Teaching, GIS, FEMA ICS Training
Education
University of Colorado Denver 2010 — 2011
Masters, Public Administrations
Brigham Young University 2006 — 2009
B.S., Geography: Urban, Rural and Environmental Planning
Broward County November 2013 - Present
Broward County December 2012 - November 2013
City of Littleton September 2012 - November 2012
Colorado Office of the State Auditor June 2011 - August 2012
George K. Baum & Company January 2011 - June 2011
Brigham Young University September 2009 - October 2010
Springville City January 2009 - August 2009
Skills
Public Policy, Government, Research, Public Administration, Community Development, Budgets, Community Outreach, Policy Analysis, Economic Development, Grant Writing, Public Speaking, Microsoft Excel, Non-profits, Data Analysis, PowerPoint, Microsoft Office, Leadership, Teaching, GIS, FEMA ICS Training
Education
University of Colorado Denver 2010 — 2011
Masters, Public Administrations
Brigham Young University 2006 — 2009
B.S., Geography: Urban, Rural and Environmental Planning
Bret Jones Bret Jones's George K. Baum & Company Experience September 2008 - May 2011
Job State Budget Director
Industry Government Administration
Experience
State of Wyoming May 2011 - Present
George K. Baum & Company September 2008 - May 2011
City of Gillette, WY July 2001 - August 2008
City of Guthrie, OK June 1998 - July 2001
City of Alliance, NE May 1994 - April 1998
Education
The University of South Dakota 1983 — 1988
B.S., M.P.A., Political Science, Public Administration
State of Wyoming May 2011 - Present
George K. Baum & Company September 2008 - May 2011
City of Gillette, WY July 2001 - August 2008
City of Guthrie, OK June 1998 - July 2001
City of Alliance, NE May 1994 - April 1998
Education
The University of South Dakota 1983 — 1988
B.S., M.P.A., Political Science, Public Administration
Terri Null Terri Null's George K. Baum & Company Experience January 1999 - October 2009
Job Global Inventory Manager at James Farrell & Company
Industry Consumer Goods
Experience
James Farrell & Company January 2010 - Present
George K. Baum & Company January 1999 - October 2009
BPI, Inc. (now Maxon Furniture Inc) January 1998 - January 1999
Miller & Schroeder Financial, Inc. January 1996 - January 1998
Wells Fargo Bank January 1994 - January 1996
Skills
Leadership, Customer Service, Microsoft Office, Management
Education
Freeman High School 1981 — 1981
Diploma, General
Bellevue College
James Farrell & Company January 2010 - Present
George K. Baum & Company January 1999 - October 2009
BPI, Inc. (now Maxon Furniture Inc) January 1998 - January 1999
Miller & Schroeder Financial, Inc. January 1996 - January 1998
Wells Fargo Bank January 1994 - January 1996
Skills
Leadership, Customer Service, Microsoft Office, Management
Education
Freeman High School 1981 — 1981
Diploma, General
Bellevue College
David Rolla's George K. Baum & Company Experience July 2007 - August 2007
Job JD Candidate, NYU School of Law
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - July 2015
Denver Scholarship Foundation July 2013 - May 2015
La Unidad Latina, Lambda Upsilon Lambda Fraternity, Inc. March 2013 - March 2015
Promontory Financial Group, LLC (Contracted through Special Counsel) August 2012 - January 2013
Google, Inc June 2011 - August 2011
Thayer School of Engineering January 2010 - June 2011
Reilly Pozner September 2010 - January 2011
Polk Majestic Travel Group May 2008 - September 2008
George K. Baum & Company July 2007 - August 2007
Skills
Research, Data Analysis, PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Public Speaking, Legal Research, Editing, Microsoft Word, Social Media, Event Planning, Analysis, Fundraising, Management, Time Management, Project Management, Community Outreach, Leadership, Strategic Planning, Social Networking, Teamwork, Event Management, Nonprofits, Program Management, Outlook, Finance, Public Relations, Contract Negotiation, Marketing, Volunteer Management, Grant Writing, Presentations
Education
New York University School of Law 2015 — 2018
Juris Doctor (J.D.)
Dartmouth College 2008 — 2012
AB
Universitat de Barcelona 2009 — 2009
Adams City High School 2004 — 2008
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - July 2015
Denver Scholarship Foundation July 2013 - May 2015
La Unidad Latina, Lambda Upsilon Lambda Fraternity, Inc. March 2013 - March 2015
Promontory Financial Group, LLC (Contracted through Special Counsel) August 2012 - January 2013
Google, Inc June 2011 - August 2011
Thayer School of Engineering January 2010 - June 2011
Reilly Pozner September 2010 - January 2011
Polk Majestic Travel Group May 2008 - September 2008
George K. Baum & Company July 2007 - August 2007
Skills
Research, Data Analysis, PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Public Speaking, Legal Research, Editing, Microsoft Word, Social Media, Event Planning, Analysis, Fundraising, Management, Time Management, Project Management, Community Outreach, Leadership, Strategic Planning, Social Networking, Teamwork, Event Management, Nonprofits, Program Management, Outlook, Finance, Public Relations, Contract Negotiation, Marketing, Volunteer Management, Grant Writing, Presentations
Education
New York University School of Law 2015 — 2018
Juris Doctor (J.D.)
Dartmouth College 2008 — 2012
AB
Universitat de Barcelona 2009 — 2009
Adams City High School 2004 — 2008
Kathy Conner Kathy Conner's George K. Baum & Company Experience April 2007 - July 2014
Job Staff Accountant II at American Academy of Family Physicians
Industry Accounting
Experience
American Academy of Family Physicians August 2015 - Present
Trozzolo Communications Group August 2014 - Present
George K. Baum & Company April 2007 - July 2014
The EPOCH Group October 2001 - April 2007
TK Architects October 1999 - October 2001
Birnbaum & Tivin CPA June 1997 - August 1999
Skills
HTML, Strategic Planning, Team Building, Project Management, Social Media, Accounting, Event Planning, Event Management, Microsoft Office, Microsoft Excel, Microsoft Word, Lawson General Ledger, AS400 system, Fixed Asset Depreciation, Accpac, Outlook, Analysis, Finance, PowerPoint, Customer Service, Accounts Receivable, Accounts Payable, Account Reconciliation, Journal Entries, Invoicing, Payroll, QuickBooks, Financial Statements, Bank Reconciliation, Budgets, Accruals, Fixed Assets, General Ledger, Financial Analysis, Financial Reporting
Education
DeVry University 1994 — 1997
Bachelor of Applied Science (BASc), Accounting
American Academy of Family Physicians August 2015 - Present
Trozzolo Communications Group August 2014 - Present
George K. Baum & Company April 2007 - July 2014
The EPOCH Group October 2001 - April 2007
TK Architects October 1999 - October 2001
Birnbaum & Tivin CPA June 1997 - August 1999
Skills
HTML, Strategic Planning, Team Building, Project Management, Social Media, Accounting, Event Planning, Event Management, Microsoft Office, Microsoft Excel, Microsoft Word, Lawson General Ledger, AS400 system, Fixed Asset Depreciation, Accpac, Outlook, Analysis, Finance, PowerPoint, Customer Service, Accounts Receivable, Accounts Payable, Account Reconciliation, Journal Entries, Invoicing, Payroll, QuickBooks, Financial Statements, Bank Reconciliation, Budgets, Accruals, Fixed Assets, General Ledger, Financial Analysis, Financial Reporting
Education
DeVry University 1994 — 1997
Bachelor of Applied Science (BASc), Accounting
Ryan Dailing Ryan Dailing's George K. Baum & Company Experience August 2014 - Present
Job Assistant Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company August 2014 - Present
George K. Baum & Company December 2012 - August 2014
Three Palms, LLC / Wakefield Funds March 2011 - December 2012
Colorado State University August 2010 - May 2011
Monroe Mercy Memorial Hospital May 2009 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Municipal Bonds, VBA, Microsoft Excel, Microsoft Office, Commodity Markets, Financial Statement..., PerTrac Analytics, Financial Risk..., SAS Programming, R
Education
Colorado State University 2010 — 2011
Master of Science (M.S.), Financial Risk Management
Central Michigan University 2006 — 2010
Bachelor of Science, Finance
George K. Baum & Company August 2014 - Present
George K. Baum & Company December 2012 - August 2014
Three Palms, LLC / Wakefield Funds March 2011 - December 2012
Colorado State University August 2010 - May 2011
Monroe Mercy Memorial Hospital May 2009 - August 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Municipal Bonds, VBA, Microsoft Excel, Microsoft Office, Commodity Markets, Financial Statement..., PerTrac Analytics, Financial Risk..., SAS Programming, R
Education
Colorado State University 2010 — 2011
Master of Science (M.S.), Financial Risk Management
Central Michigan University 2006 — 2010
Bachelor of Science, Finance
Randy Merritt's George K. Baum & Company Experience May 2009 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company May 2009 - Present
Vencore Capital January 2008 - November 2008
RBC Capital Markets September 2000 - January 2008
Micronomics January 2000 - September 2000
Skills
Public Finance, Municipal Bonds, Municipalities, Investment Banking, Securities, FINRA, Fixed Income, Capital Markets, Series 7, Finance
Education
California Polytechnic State University-San Luis Obispo 1997 — 1999
BS, Industrial Technology
University of California, San Diego 1995 — 1996
George K. Baum & Company May 2009 - Present
Vencore Capital January 2008 - November 2008
RBC Capital Markets September 2000 - January 2008
Micronomics January 2000 - September 2000
Skills
Public Finance, Municipal Bonds, Municipalities, Investment Banking, Securities, FINRA, Fixed Income, Capital Markets, Series 7, Finance
Education
California Polytechnic State University-San Luis Obispo 1997 — 1999
BS, Industrial Technology
University of California, San Diego 1995 — 1996
Randi Fodor's George K. Baum & Company Experience June 2003 - June 2012
Job Communication and Pursuits Strategist at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2012 - Present
George K. Baum & Company June 2003 - June 2012
Graebel September 2002 - June 2003
Latis Networks, Inc. January 2002 - July 2002
Exodus Communications 1999 - 2001
Skills
Marketing Management, Marketing Communications, Marketing, InDesign, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Research, Marketing Strategy, Project Management, Business Development, Microsoft Excel, Photoshop, Access, Advertising, Leadership, Press Releases, Newsletters, Strategy
Education
Emory University 1990 — 1994
BA, Economics and Sociology
Ernst & Young September 2012 - Present
George K. Baum & Company June 2003 - June 2012
Graebel September 2002 - June 2003
Latis Networks, Inc. January 2002 - July 2002
Exodus Communications 1999 - 2001
Skills
Marketing Management, Marketing Communications, Marketing, InDesign, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Research, Marketing Strategy, Project Management, Business Development, Microsoft Excel, Photoshop, Access, Advertising, Leadership, Press Releases, Newsletters, Strategy
Education
Emory University 1990 — 1994
BA, Economics and Sociology
Brian G. Belski's George K. Baum & Company Experience January 1999 - May 2000
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Ken Bentsen's George K. Baum & Company Experience April 1990 - January 1995
Job President & CEO at Securities Industry and Financial Markets Association
Industry Financial Services
Experience
Securities Industry and Financial Markets Association 2013 - Present
Securities Industry and Financial Markets Association September 2009 - 2013
Equipment Leasing and Finance Association April 2006 - September 2009
Susan G.Komen Foundation 2007 - 2009
Public Strategies, Inc. January 2003 - April 2006
U.S. House of Representatives January 1995 - January 2003
George K. Baum & Company April 1990 - January 1995
Drexel Burnham Lambert August 1987 - March 1990
US House of Representatives 1983 - 1987
Education
American University 1983 — 1985
MPA, Finance and Economics
University of St. Thomas (TX) 1979 — 1982
Deerfield Academy 1974 — 1977
Southern Methodist University
Securities Industry and Financial Markets Association 2013 - Present
Securities Industry and Financial Markets Association September 2009 - 2013
Equipment Leasing and Finance Association April 2006 - September 2009
Susan G.Komen Foundation 2007 - 2009
Public Strategies, Inc. January 2003 - April 2006
U.S. House of Representatives January 1995 - January 2003
George K. Baum & Company April 1990 - January 1995
Drexel Burnham Lambert August 1987 - March 1990
US House of Representatives 1983 - 1987
Education
American University 1983 — 1985
MPA, Finance and Economics
University of St. Thomas (TX) 1979 — 1982
Deerfield Academy 1974 — 1977
Southern Methodist University
Miguel Vazquez, CFA's George K. Baum & Company Experience February 2014 - Present
Job Senior Vice President / Structured Products Trading at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company February 2014 - Present
Knight Capital Group February 2012 - April 2013
MF Global August 2011 - February 2012
Braver Stern / CRT Capital September 2010 - August 2011
Credit Suisse March 2008 - September 2010
WaMu 2005 - 2008
Countrywide 2002 - 2004
Skills
Trading, Fixed Income, Structured Products, Series 7, MBS, Bonds, ABS, Bloomberg, Debt, Residential Mortgages, Mortgage, Structured Finance, Structuring, Securitization, Series 63, Securities, Capital Markets, CMBS, CDO, Credit Derivatives, Loans, Hedging, Hedge Funds, Mortgage Lending, Poker, Options, Financial Risk, Alternative Investments, Equities, Portfolio Management, Asset Management, Financial Markets, Equity Derivatives, Swaps, CDS
Education
NYU School of Professional Studies
Real Estate
New York University - Leonard N. Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and International Business
Brooklyn Technical High School 1987 — 1991
Regents, Chemistry
George K. Baum & Company February 2014 - Present
Knight Capital Group February 2012 - April 2013
MF Global August 2011 - February 2012
Braver Stern / CRT Capital September 2010 - August 2011
Credit Suisse March 2008 - September 2010
WaMu 2005 - 2008
Countrywide 2002 - 2004
Skills
Trading, Fixed Income, Structured Products, Series 7, MBS, Bonds, ABS, Bloomberg, Debt, Residential Mortgages, Mortgage, Structured Finance, Structuring, Securitization, Series 63, Securities, Capital Markets, CMBS, CDO, Credit Derivatives, Loans, Hedging, Hedge Funds, Mortgage Lending, Poker, Options, Financial Risk, Alternative Investments, Equities, Portfolio Management, Asset Management, Financial Markets, Equity Derivatives, Swaps, CDS
Education
NYU School of Professional Studies
Real Estate
New York University - Leonard N. Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and International Business
Brooklyn Technical High School 1987 — 1991
Regents, Chemistry
Paula Hahn's George K. Baum & Company Experience December 2010 - Present
Job Vice President Human Resources at George K. Baum & Company
Industry Human Resources
Experience
George K. Baum & Company December 2010 - Present
EFL Associates April 2007 - January 2011
Midland Loan Services 1992 - 2006
Skills
Recruiting, Human Resources, Employee Relations, Performance Management, Deferred Compensation, Employee Benefits, Executive Search, Talent Acquisition
Education
University of Missouri-Kansas City
Interdisciplinary PhD. studies; Professional, Sociology and Economics; Human Resources (SPHR)
University of Kansas School of Law 1979 — 1981
Florida Institute of Technology
Master of Science; M.S, Contracts and Acquisition Management
The University of Kansas
Master of Public Administration (MPA)
The University of Kansas
Juris Doctorate (J.D
University of Wisconsin
Bachelor of Arts (B.A, Political Science
George K. Baum & Company December 2010 - Present
EFL Associates April 2007 - January 2011
Midland Loan Services 1992 - 2006
Skills
Recruiting, Human Resources, Employee Relations, Performance Management, Deferred Compensation, Employee Benefits, Executive Search, Talent Acquisition
Education
University of Missouri-Kansas City
Interdisciplinary PhD. studies; Professional, Sociology and Economics; Human Resources (SPHR)
University of Kansas School of Law 1979 — 1981
Florida Institute of Technology
Master of Science; M.S, Contracts and Acquisition Management
The University of Kansas
Master of Public Administration (MPA)
The University of Kansas
Juris Doctorate (J.D
University of Wisconsin
Bachelor of Arts (B.A, Political Science
John Boylan, CFA's George K. Baum & Company Experience 1998 - 2000
Job Successful investment analyst with a proven track record
Industry Financial Services
Experience
White Pine Capital 2006 - 2014
A.G. Edwards 2000 - 2006
George K. Baum & Company 1998 - 2000
RBC Dain Rauscher 1996 - 1998
Northern States Power Company (Now Xcel Energy) 1992 - 1996
Cummins Inc. 1987 - 1989
Skills
Equity Research, Portfolio Management, Asset Management, Equities, Valuation, Investments, Financial Modeling, Capital Markets, Asset Allocation, Marketing, Finance, Competitive Analysis, Equity Trading, Analysis, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1991
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Communications
St. Catherine's High School
White Pine Capital 2006 - 2014
A.G. Edwards 2000 - 2006
George K. Baum & Company 1998 - 2000
RBC Dain Rauscher 1996 - 1998
Northern States Power Company (Now Xcel Energy) 1992 - 1996
Cummins Inc. 1987 - 1989
Skills
Equity Research, Portfolio Management, Asset Management, Equities, Valuation, Investments, Financial Modeling, Capital Markets, Asset Allocation, Marketing, Finance, Competitive Analysis, Equity Trading, Analysis, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1991
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Communications
St. Catherine's High School
Philip Benedict's George K. Baum & Company Experience June 2010 - December 2010
Job Analyst
Industry Financial Services
Experience
Green Box NA May 2014 - August 2014
US Bank September 2011 - April 2014
Milwaukee Private Wealth Management, Inc. January 2011 - March 2011
George K. Baum & Company June 2010 - December 2010
Milwaukee Private Wealth Management, Inc. May 2009 - December 2009
Corporate Financial Advisors May 2008 - August 2008
Milwaukee Private Wealth Management October 2007 - January 2008
Skills
Bloomberg, Financial Modeling, Financial Structuring, Financial Analysis, Portfolio Management, Fixed Income, Quantitative Analytics, Equities, Investment Banking, Investments, Valuation, Alternative Investments, Investment Management, Trading
Education
Marquette University 2005 — 2010
B.S., Finance - Applied Investment Management, Accounting
Universiteit Antwerpen 2007 — 2007
Summer Study Abroad Program
Saint Thomas Academy
Green Box NA May 2014 - August 2014
US Bank September 2011 - April 2014
Milwaukee Private Wealth Management, Inc. January 2011 - March 2011
George K. Baum & Company June 2010 - December 2010
Milwaukee Private Wealth Management, Inc. May 2009 - December 2009
Corporate Financial Advisors May 2008 - August 2008
Milwaukee Private Wealth Management October 2007 - January 2008
Skills
Bloomberg, Financial Modeling, Financial Structuring, Financial Analysis, Portfolio Management, Fixed Income, Quantitative Analytics, Equities, Investment Banking, Investments, Valuation, Alternative Investments, Investment Management, Trading
Education
Marquette University 2005 — 2010
B.S., Finance - Applied Investment Management, Accounting
Universiteit Antwerpen 2007 — 2007
Summer Study Abroad Program
Saint Thomas Academy
Trinity Ludwig's George K. Baum & Company Experience November 2012 - September 2014
Job Executive Vice President at Sage Canyon Advisors LLC
Industry Investment Banking
Experience
Sage Canyon Advisors, LLC September 2014 - Present
George K. Baum & Company November 2012 - September 2014
Pacific Biodiversity Institute March 2013 - March 2014
George K. Baum & Company January 2009 - May 2011
George K. Baum & Company January 2008 - December 2008
George K. Baum & Company July 2006 - December 2007
Skills
Financial Modeling, Investment Banking, Capital Markets, Financial Structuring, Finance, Microsoft Excel, Valuation, Financial Analysis, Fixed Income, Cpr Certified, Outdoor Living, Corporate Finance, Derivatives, Data Analysis, Investments, Nonprofits, Lightweight Backpacking, Backcountry Navigation, Leadership, Management, Public Speaking
Education
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Mathematics Major, Anthropology Minor
Sage Canyon Advisors, LLC September 2014 - Present
George K. Baum & Company November 2012 - September 2014
Pacific Biodiversity Institute March 2013 - March 2014
George K. Baum & Company January 2009 - May 2011
George K. Baum & Company January 2008 - December 2008
George K. Baum & Company July 2006 - December 2007
Skills
Financial Modeling, Investment Banking, Capital Markets, Financial Structuring, Finance, Microsoft Excel, Valuation, Financial Analysis, Fixed Income, Cpr Certified, Outdoor Living, Corporate Finance, Derivatives, Data Analysis, Investments, Nonprofits, Lightweight Backpacking, Backcountry Navigation, Leadership, Management, Public Speaking
Education
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Mathematics Major, Anthropology Minor
Brad Angst's George K. Baum & Company Experience July 2014 - Present
Job Vice President Public Finance Investment Banking at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company July 2014 - Present
Wells Fargo February 2013 - June 2014
George K. Baum & Company July 2008 - February 2013
Matrix Financial Solutions January 2007 - June 2008
Skills
Government Finance, Financial Analysis, Business Relationship..., Series 63, Investments, Series 7, Financial Modeling, Mutual Funds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Investment Banking, Due Diligence, Credit, Finance, Financial Structuring, Public Finance
Education
Colorado State University 2003 — 2006
Business Administration, Finance
Austin High School 1993 — 1997
George K. Baum & Company July 2014 - Present
Wells Fargo February 2013 - June 2014
George K. Baum & Company July 2008 - February 2013
Matrix Financial Solutions January 2007 - June 2008
Skills
Government Finance, Financial Analysis, Business Relationship..., Series 63, Investments, Series 7, Financial Modeling, Mutual Funds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Investment Banking, Due Diligence, Credit, Finance, Financial Structuring, Public Finance
Education
Colorado State University 2003 — 2006
Business Administration, Finance
Austin High School 1993 — 1997
Marc Krasner's George K. Baum & Company Experience November 2002 - July 2013
Job Senior Vice President, Director of Housing at City Securities Corporation
Industry Capital Markets
Experience
City Securities Corporation August 2013 - Present
George K. Baum & Company November 2002 - July 2013
George K. Baum & Company November 1998 - November 2002
George K. Baum & Company June 1995 - November 1998
Arter & Hadden May 1992 - May 1995
Skills
Bonds, Cash Flow, Financial Modeling, Valuation, Investment Banking, Capital Markets, Public Finance, Banking, Business Valuation, Finance, Financial Structuring, Structured Finance, Securitization, Management, Start-ups, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance
Duke University 1983 — 1986
BA, Public Policy
City Securities Corporation August 2013 - Present
George K. Baum & Company November 2002 - July 2013
George K. Baum & Company November 1998 - November 2002
George K. Baum & Company June 1995 - November 1998
Arter & Hadden May 1992 - May 1995
Skills
Bonds, Cash Flow, Financial Modeling, Valuation, Investment Banking, Capital Markets, Public Finance, Banking, Business Valuation, Finance, Financial Structuring, Structured Finance, Securitization, Management, Start-ups, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance
Duke University 1983 — 1986
BA, Public Policy
Brenda Black's George K. Baum & Company Experience 1995 - 1999
Job Managing Partner at Legacy Investment Partners LLC
Industry Financial Services
Experience
Legacy Investment Partners LLC 2004 - Present
Wachovia Securities, Inc. June 2002 - August 2003
First Union Securities April 2000 - June 2002
George K. Baum & Company 1995 - 1999
Education
Kansas State University
Legacy Investment Partners LLC 2004 - Present
Wachovia Securities, Inc. June 2002 - August 2003
First Union Securities April 2000 - June 2002
George K. Baum & Company 1995 - 1999
Education
Kansas State University
Corina Scoggins's George K. Baum & Company Experience June 1991 - July 1998
Job Team Lead, Global Consumer Research at TRS
Industry Investment Management
Experience
Teacher Retirement System of Texas September 2000 - Present
Permanent School Fund, Texas Education Agency August 1999 - August 2000
Golfsmith October 1998 - February 1999
George K. Baum & Company June 1991 - July 1998
Illinois Legislative Research Unit March 1990 - June 1991
Skills
Financial Modeling, Hedge Funds, Alternative Investments, Equities, Asset Managment
Education
University of Illinois Springfield 1989 — 1991
Economics
The University of Kansas 1985 — 1988
BA, Economics, French
Illinois College 1983 — 1985
International Studies, French
Teacher Retirement System of Texas September 2000 - Present
Permanent School Fund, Texas Education Agency August 1999 - August 2000
Golfsmith October 1998 - February 1999
George K. Baum & Company June 1991 - July 1998
Illinois Legislative Research Unit March 1990 - June 1991
Skills
Financial Modeling, Hedge Funds, Alternative Investments, Equities, Asset Managment
Education
University of Illinois Springfield 1989 — 1991
Economics
The University of Kansas 1985 — 1988
BA, Economics, French
Illinois College 1983 — 1985
International Studies, French
Lavonne Seifert's George K. Baum & Company Experience January 1999 - April 2000
Job Graduate student at Episcopal Divinity School
Industry Financial Services
Experience
St. Aidan's Episcopal Church September 2012 - May 2013
Seifert Communication September 2008 - January 2011
J.P. Morgan Retirement Plan Services January 2001 - July 2008
George K. Baum & Company January 1999 - April 2000
American Century Investments August 1986 - February 1998
Education
Episcopal Divinity School 2010 — 2012
Master of Arts in Theological Studies, Theology/Theological Studies
Rockhurst University
Business
The University of Kansas
BA, English
St. Aidan's Episcopal Church September 2012 - May 2013
Seifert Communication September 2008 - January 2011
J.P. Morgan Retirement Plan Services January 2001 - July 2008
George K. Baum & Company January 1999 - April 2000
American Century Investments August 1986 - February 1998
Education
Episcopal Divinity School 2010 — 2012
Master of Arts in Theological Studies, Theology/Theological Studies
Rockhurst University
Business
The University of Kansas
BA, English
Mindy Garrett's George K. Baum & Company Experience 1999 - 2007
Job SVPHR at Swiss Re
Industry Human Resources
Experience
Swiss Re January 2014 - Present
Swiss Re April 2007 - December 2013
George K. Baum & Company 1999 - 2007
Skills
Human Resources, Coaching, Deferred Compensation, HRIS, Succession Planning, Onboarding, Employee Benefits, Talent Management, Employee Relations
Education
The University of Kansas
BS
University of Kansas - Graduate School of Business
MS, Human Resources
Swiss Re January 2014 - Present
Swiss Re April 2007 - December 2013
George K. Baum & Company 1999 - 2007
Skills
Human Resources, Coaching, Deferred Compensation, HRIS, Succession Planning, Onboarding, Employee Benefits, Talent Management, Employee Relations
Education
The University of Kansas
BS
University of Kansas - Graduate School of Business
MS, Human Resources
James Stretz's George K. Baum & Company Experience 2005 - Present
Job Senior VP at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company 2005 - Present
Ariziona Family Housing Fund 2003 - 2005
New Mexico Mortgage Finance Authority 1989 - 2003
Skills
Public Finance, Capital Markets, Bonds, Fixed Income, Securities, Investment Banking, Municipal Bonds, Series 7, Securitization, Asset Management, Series 63, Portfolio Management, Credit Analysis, Financial Structuring, Valuation
Education
Colorado State University 1968 — 1972
BS, Economics
South Denver
The University of New Mexico - Robert O. Anderson School of Management
MBA
George K. Baum & Company 2005 - Present
Ariziona Family Housing Fund 2003 - 2005
New Mexico Mortgage Finance Authority 1989 - 2003
Skills
Public Finance, Capital Markets, Bonds, Fixed Income, Securities, Investment Banking, Municipal Bonds, Series 7, Securitization, Asset Management, Series 63, Portfolio Management, Credit Analysis, Financial Structuring, Valuation
Education
Colorado State University 1968 — 1972
BS, Economics
South Denver
The University of New Mexico - Robert O. Anderson School of Management
MBA
Steve Lemon's George K. Baum & Company Experience August 2012 - Present
Job Vice President, Sales at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company August 2012 - Present
DUNCAN WILLIAMS, INC May 2010 - August 2012
Finacorp Securites November 2008 - May 2010
Seattle Northwest Securities December 2000 - September 2007
Skills
Corporate and Municipal..., Fixed Income, Investments, Trading, Bloomberg, Series 63, Capital Markets, Equities, Securities, Bonds, Portfolio Management, Alternative Investments, Asset Management, Investment Banking
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
George K. Baum & Company August 2012 - Present
DUNCAN WILLIAMS, INC May 2010 - August 2012
Finacorp Securites November 2008 - May 2010
Seattle Northwest Securities December 2000 - September 2007
Skills
Corporate and Municipal..., Fixed Income, Investments, Trading, Bloomberg, Series 63, Capital Markets, Equities, Securities, Bonds, Portfolio Management, Alternative Investments, Asset Management, Investment Banking
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Simonne Gallaty's George K. Baum & Company Experience 1996 - 1997
Job Investor Relations.
Industry Real Estate
Experience
Griffis/Blessing, Inc. 2013 - Present
vcfo 2012 - 2013
Humboldt International Services 1997 - 2012
George K. Baum & Company 1996 - 1997
National Environmental Health Association 1994 - 1996
M. A. Mortenson Company 1991 - 1993
Skidmore Owings & Merrill LLP (SOM) 1989 - 1991
The JBG Companies 1985 - 1989
Skills
Contract Negotiation, Editing, Marketing Communications, Corporate Communications, Office Management, Project Management, Strategic Planning, New Business Development, Desktop Publishing, Office Administration, Marketing
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Art History, Criticism and Conservation
Georgetown University 1987 — 1988
Certificate Program, Editing and Publications
Griffis/Blessing, Inc. 2013 - Present
vcfo 2012 - 2013
Humboldt International Services 1997 - 2012
George K. Baum & Company 1996 - 1997
National Environmental Health Association 1994 - 1996
M. A. Mortenson Company 1991 - 1993
Skidmore Owings & Merrill LLP (SOM) 1989 - 1991
The JBG Companies 1985 - 1989
Skills
Contract Negotiation, Editing, Marketing Communications, Corporate Communications, Office Management, Project Management, Strategic Planning, New Business Development, Desktop Publishing, Office Administration, Marketing
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Art History, Criticism and Conservation
Georgetown University 1987 — 1988
Certificate Program, Editing and Publications
Louis Wollenweber's George K. Baum & Company Experience Senior Vice PresidentGeorge K Baum & Company1990 - Present
Job Senior Vice President at George K Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company Senior Vice PresidentGeorge K Baum & Company1990 - Present
Kirchner Moore & Company 1984 - 1990
Skills
Public Finance, Fixed Income, Investment Banking, Series 7, Municipal Bonds, Capital Markets, Series 63, Securities, Financial Modeling, Wealth Management, Private Equity, Valuation, Due Diligence, Investments, Interest Rate..., Financial Structuring, Alternative Investments, Institutional Investors, Equities, Derivatives
Education
Lewis and Clark College 1977 — 1980
BA, English, Economics
George K. Baum & Company Senior Vice PresidentGeorge K Baum & Company1990 - Present
Kirchner Moore & Company 1984 - 1990
Skills
Public Finance, Fixed Income, Investment Banking, Series 7, Municipal Bonds, Capital Markets, Series 63, Securities, Financial Modeling, Wealth Management, Private Equity, Valuation, Due Diligence, Investments, Interest Rate..., Financial Structuring, Alternative Investments, Institutional Investors, Equities, Derivatives
Education
Lewis and Clark College 1977 — 1980
BA, English, Economics
Damien Baker-Webster's George K. Baum & Company Experience 2006 - 2007
Job Executive Assistant at Tallgrass Creek
Industry Executive Office
Experience
Tallgrass Creek April 2007 - Present
George K. Baum & Company 2006 - 2007
Planned Parenthood of Kansas and Mid-Missouri 2005 - 2006
Blue Cross Blue Shield of Kansas City 1998 - 2005
Sprint PCS 1995 - 1998
Education
LaSalle University 1998 — 2000
Masters, Public Relations
LaSalle University 1995 — 1998
Bachelors, Public Relations
Emporia State University 1982 — 1986
Bachelors, Voice Performance
Tallgrass Creek April 2007 - Present
George K. Baum & Company 2006 - 2007
Planned Parenthood of Kansas and Mid-Missouri 2005 - 2006
Blue Cross Blue Shield of Kansas City 1998 - 2005
Sprint PCS 1995 - 1998
Education
LaSalle University 1998 — 2000
Masters, Public Relations
LaSalle University 1995 — 1998
Bachelors, Public Relations
Emporia State University 1982 — 1986
Bachelors, Voice Performance
Niki Plunkett's George K. Baum & Company Experience 2005 - 2007
Job Vice President, Fixed Income Sales & Trading
Industry Capital Markets
Experience
BOK Financial May 2007 - Present
George K. Baum & Company 2005 - 2007
Northwestern Mutual 2000 - 2005
Skills
Series 7, Portfolio Management, Investments, Series 63, Bonds, Trading
Education
Baker University 2006 — 2008
Master of Business Administration (MBA), Finance Emphasis
University of Missouri-Kansas City 2001 — 2005
Bachelor of Business Administration (BBA), Finance Emphasis
BOK Financial May 2007 - Present
George K. Baum & Company 2005 - 2007
Northwestern Mutual 2000 - 2005
Skills
Series 7, Portfolio Management, Investments, Series 63, Bonds, Trading
Education
Baker University 2006 — 2008
Master of Business Administration (MBA), Finance Emphasis
University of Missouri-Kansas City 2001 — 2005
Bachelor of Business Administration (BBA), Finance Emphasis
Jonathan Baum's George K. Baum & Company Experience January 1991 - Present
Job Chief Executive Officer George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company January 1991 - Present
Salomon Brothers Inc August 1987 - January 1991
Skills
Private Equity, Mergers, Valuation, Venture Capital, Investment Banking, Business Development, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Entrepreneurship, Corporate Finance, Investments, Financial Modeling, Alternative Investments, Capital Markets, Asset Management
Education
The University of Chicago 1985 — 1987
MBA, Finance
Kansas State University 1979 — 1983
BS, Finance
George K. Baum & Company January 1991 - Present
Salomon Brothers Inc August 1987 - January 1991
Skills
Private Equity, Mergers, Valuation, Venture Capital, Investment Banking, Business Development, Corporate Development, Mergers & Acquisitions, Start-ups, Due Diligence, Entrepreneurship, Corporate Finance, Investments, Financial Modeling, Alternative Investments, Capital Markets, Asset Management
Education
The University of Chicago 1985 — 1987
MBA, Finance
Kansas State University 1979 — 1983
BS, Finance
Kirstin Kraig's George K. Baum & Company Experience October 1998 - November 2008
Job President & Senior Financial Consultant at Kraig Consulting
Industry Investment Banking
Experience
Kraig Consulting November 2008 - Present
George K. Baum & Company October 1998 - November 2008
Skills
Due Diligence, Public Finance, Nonprofits, Asset Management, Fixed Income
Education
Claremont McKenna College
BA, Economics
Kraig Consulting November 2008 - Present
George K. Baum & Company October 1998 - November 2008
Skills
Due Diligence, Public Finance, Nonprofits, Asset Management, Fixed Income
Education
Claremont McKenna College
BA, Economics
E Thomas Rupert's George K. Baum & Company Experience March 1990 - October 2011
Job Certified Financial Planner Professional (CFP)
Industry Financial Services
Experience
Ruperts Reports November 2011 - Present
George K. Baum & Company March 1990 - October 2011
Skills
Capital Markets, Fixed Income, Financial Modeling, Investment Banking, Derivatives, Financial Structuring, Due Diligence, Securities, Valuation, Investments, Private Equity, Interest Rate..., Bonds, Alternative Investments, Series 7, Venture Capital, Equities, Financial Analysis
Education
Creighton University 1974 — 1977
MBA, systems and marketing
Colordo School of Mines 1966 — 1971
BS, Engineering Physics
Ruperts Reports November 2011 - Present
George K. Baum & Company March 1990 - October 2011
Skills
Capital Markets, Fixed Income, Financial Modeling, Investment Banking, Derivatives, Financial Structuring, Due Diligence, Securities, Valuation, Investments, Private Equity, Interest Rate..., Bonds, Alternative Investments, Series 7, Venture Capital, Equities, Financial Analysis
Education
Creighton University 1974 — 1977
MBA, systems and marketing
Colordo School of Mines 1966 — 1971
BS, Engineering Physics
Josh Posthuma's George K. Baum & Company Experience June 2005 - March 2006
Job Director at Vulcan, Inc.
Industry Financial Services
Experience
Vulcan, Inc. January 2015 - Present
Vulcan, Inc. September 2013 - January 2015
Phinney Neighborhood Association November 2010 - December 2014
Alaskan Way Viaduct Program June 2009 - November 2013
Washington Mutual March 2006 - March 2009
George K. Baum & Company June 2005 - March 2006
Washington Mutual November 2003 - June 2005
Skills
Microsoft Excel, Financial Modeling, SQL, Cognos, Hyperion Planning, Business Objects, OLAP, Presentations, PowerPoint, Non-profit Leadership, Corporate Real Estate, Real Estate Financing
Education
University of Washington, Michael G. Foster School of Business
Accounting Certificate
University of Washington, Michael G. Foster School of Business 2003 — 2006
MBA, Finance, Real Estate
Carleton College 1997 — 2001
BA, International Relations, Political Economy
Seattle Prep
Vulcan, Inc. January 2015 - Present
Vulcan, Inc. September 2013 - January 2015
Phinney Neighborhood Association November 2010 - December 2014
Alaskan Way Viaduct Program June 2009 - November 2013
Washington Mutual March 2006 - March 2009
George K. Baum & Company June 2005 - March 2006
Washington Mutual November 2003 - June 2005
Skills
Microsoft Excel, Financial Modeling, SQL, Cognos, Hyperion Planning, Business Objects, OLAP, Presentations, PowerPoint, Non-profit Leadership, Corporate Real Estate, Real Estate Financing
Education
University of Washington, Michael G. Foster School of Business
Accounting Certificate
University of Washington, Michael G. Foster School of Business 2003 — 2006
MBA, Finance, Real Estate
Carleton College 1997 — 2001
BA, International Relations, Political Economy
Seattle Prep
Dev Talvadkar's George K. Baum & Company Experience June 2010 - Present
Job Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company June 2010 - Present
George K. Baum & Company November 2007 - June 2008
George K. Baum & Company November 2006 - October 2007
George K. Baum & Company July 2005 - October 2006
Skills
Capital Markets, Valuation, Investment Banking, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
M.B.A.
Middlebury College 2001 — 2005
B.A., Economics and History
George K. Baum & Company June 2010 - Present
George K. Baum & Company November 2007 - June 2008
George K. Baum & Company November 2006 - October 2007
George K. Baum & Company July 2005 - October 2006
Skills
Capital Markets, Valuation, Investment Banking, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
M.B.A.
Middlebury College 2001 — 2005
B.A., Economics and History
Jeremiah Miller's George K. Baum & Company Experience March 2006 - Present
Job Senior Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company March 2006 - Present
George K. Baum & Company July 2004 - March 2006
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Investment Banking, Portfolio Management, Bloomberg, Public Finance, Document Review, Interest Rate..., Bonds, Quantitative Analytics, Due Diligence, Financial Analysis, Institutional..., Municipal Bonds, Institutional Investors, Staff Training, Quantitative Analysis, Agency MBS, Financial Modeling, Valuation, Finance, Securities
Education
Harvard College 2000 — 2004
A.B., Environmental Science & Public Policy
George K. Baum & Company March 2006 - Present
George K. Baum & Company July 2004 - March 2006
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Investment Banking, Portfolio Management, Bloomberg, Public Finance, Document Review, Interest Rate..., Bonds, Quantitative Analytics, Due Diligence, Financial Analysis, Institutional..., Municipal Bonds, Institutional Investors, Staff Training, Quantitative Analysis, Agency MBS, Financial Modeling, Valuation, Finance, Securities
Education
Harvard College 2000 — 2004
A.B., Environmental Science & Public Policy
Taylor Greene's George K. Baum & Company Experience March 1990 - March 1995
Job Senior Vice President at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2011 - Present
Cantor Fitzgerald February 2010 - May 2011
Depfa Bank September 2007 - March 2009
First Albany Capital March 1995 - September 2007
George K. Baum & Company March 1990 - March 1995
Drexel Burnham Lambert 1987 - 1990
Skills
Capital Markets, Fixed Income, Bloomberg, Securities, Series 7, Equities, Alternative Investments, Series 63, Bonds, Asset Management, Mutual Funds
Education
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts, History
Hopkins School 1978 — 1982
Mesirow Financial May 2011 - Present
Cantor Fitzgerald February 2010 - May 2011
Depfa Bank September 2007 - March 2009
First Albany Capital March 1995 - September 2007
George K. Baum & Company March 1990 - March 1995
Drexel Burnham Lambert 1987 - 1990
Skills
Capital Markets, Fixed Income, Bloomberg, Securities, Series 7, Equities, Alternative Investments, Series 63, Bonds, Asset Management, Mutual Funds
Education
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts, History
Hopkins School 1978 — 1982
Karl Biggers's George K. Baum & Company Experience December 2014 - Present
Job Senior Vice President, Public Finance at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company December 2014 - Present
Duncan-Williams, Inc. May 2012 - 2014
M. R. Beal & Company July 2006 - February 2012
Skills
Series 7, Series 63, Municipal Bonds, New Business Development, Securities, Public Finance, Hedge Funds, Bonds, Fixed Income, Wealth Management, Options, Bloomberg, Alternative Investments, Capital Markets
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1981 — 1985
Bachelor of Arts (B.A.), Economics & Political Science
George K. Baum & Company December 2014 - Present
Duncan-Williams, Inc. May 2012 - 2014
M. R. Beal & Company July 2006 - February 2012
Skills
Series 7, Series 63, Municipal Bonds, New Business Development, Securities, Public Finance, Hedge Funds, Bonds, Fixed Income, Wealth Management, Options, Bloomberg, Alternative Investments, Capital Markets
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1981 — 1985
Bachelor of Arts (B.A.), Economics & Political Science
Barton Withrow's George K. Baum & Company Experience June 2012 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company June 2012 - Present
Raymond James Financial Inc. January 2009 - June 2012
RBC Capital Markets October 2002 - December 2008
Skills
Microsoft Office, Management, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investment Banking, Valuation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Due Diligence
Education
The University of Texas at Austin 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.92
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
George K. Baum & Company June 2012 - Present
Raymond James Financial Inc. January 2009 - June 2012
RBC Capital Markets October 2002 - December 2008
Skills
Microsoft Office, Management, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investment Banking, Valuation, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Due Diligence
Education
The University of Texas at Austin 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General, 3.92
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
Chuck Procknow's George K. Baum & Company Experience April 2002 - Present
Job Executive Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company April 2002 - Present
State Street Bank and Trust Company 1994 - 2002
Skills
Independent School..., Higher Education Finance, Healthcare Finance, New Project Finance, Refinancing and..., Financial Advisory..., Investment Banking..., Dual Track Financing..., Bonds, Finance, Financial Analysis, Financial Modeling, Healthcare, Investment Advisory..., Investment Banking, Investments, Nonprofits, Public Speaking, Strategic Planning
Education
Emory University 1975 — 1978
Bachelor of Science in Biology
The University of Chicago
Master of Business Administration (M.B.A.)
George K. Baum & Company April 2002 - Present
State Street Bank and Trust Company 1994 - 2002
Skills
Independent School..., Higher Education Finance, Healthcare Finance, New Project Finance, Refinancing and..., Financial Advisory..., Investment Banking..., Dual Track Financing..., Bonds, Finance, Financial Analysis, Financial Modeling, Healthcare, Investment Advisory..., Investment Banking, Investments, Nonprofits, Public Speaking, Strategic Planning
Education
Emory University 1975 — 1978
Bachelor of Science in Biology
The University of Chicago
Master of Business Administration (M.B.A.)
Renee E. Wood, CPA's George K. Baum & Company Experience November 1999 - October 2001
Job Manager, Financial Performance Reporting at NV Energy
Industry Utilities
Experience
NV Energy August 2014 - Present
NV Energy September 2009 - August 2014
NV Energy December 2007 - September 2009
PricewaterhouseCoopers January 2006 - December 2007
First Western Advisors September 2003 - December 2005
Peace House, Inc. January 2002 - December 2004
George K. Baum & Company November 1999 - October 2001
Securities America, Inc. Member FINRA/SIPC March 1994 - February 1997
Skills
Internal Controls, Process Improvement, Sarbanes-Oxley, Financial Accounting, Compliance, Power Utilities, Investment Brokerage, Fundraising, Non-profits, Grant Writing, Finance, Enterprise Risk..., Auditing, Internal Audit, Nonprofits, Management, Sarbanes-Oxley Act, CPA, Project Planning, Accounting
Education
CPA - State of Nevada 2008 — 2008
Certified Public Accountant, Accounting
FINRA Licensed (Expired) 1994 — 2007
Securities Licenses, Series 7, 8 (9&10), 24, 63 and 65
Westminster College 2003 — 2005
M.B.A., Emphasis in Accounting
Kansas State University 1988 — 1992
B.S., Education-Mathematics
NV Energy August 2014 - Present
NV Energy September 2009 - August 2014
NV Energy December 2007 - September 2009
PricewaterhouseCoopers January 2006 - December 2007
First Western Advisors September 2003 - December 2005
Peace House, Inc. January 2002 - December 2004
George K. Baum & Company November 1999 - October 2001
Securities America, Inc. Member FINRA/SIPC March 1994 - February 1997
Skills
Internal Controls, Process Improvement, Sarbanes-Oxley, Financial Accounting, Compliance, Power Utilities, Investment Brokerage, Fundraising, Non-profits, Grant Writing, Finance, Enterprise Risk..., Auditing, Internal Audit, Nonprofits, Management, Sarbanes-Oxley Act, CPA, Project Planning, Accounting
Education
CPA - State of Nevada 2008 — 2008
Certified Public Accountant, Accounting
FINRA Licensed (Expired) 1994 — 2007
Securities Licenses, Series 7, 8 (9&10), 24, 63 and 65
Westminster College 2003 — 2005
M.B.A., Emphasis in Accounting
Kansas State University 1988 — 1992
B.S., Education-Mathematics
Bryce Bettin's George K. Baum & Company Experience August 1985 - July 1987
Job Director, Interactive Marketing & Business Intelligence
Industry Education Management
Experience
Ottawa University September 2009 - Present
Asbury Automotive Group July 2004 - August 2009
Excel - Vartec Telecommunications January 2000 - June 2004
Sprint Nextel June 1990 - December 1999
Accenture - Andersen Consulting July 1987 - June 1990
George K. Baum & Company August 1985 - July 1987
Mutual Benefit - Fortis Investments May 1983 - August 1985
Skills
Lead Generation, Strategic Planning, Marketing, Leadership, Customer Service, Marketing Strategy, Budgets, Public Speaking, Leadership Development, SEM, Coaching, Team Leadership, Project Management, Management, Team Building, Event Planning, Social Media, Digital Marketing, Marketing Communications, Higher Education, Budget Process, Operating Budgets, Report Writing, Databases, Budget Monitoring, Data Analysis, Financial Reporting, Market Research, Reporting & Analysis, Salesforce.com, Email Marketing, Social Media Marketing, Training, Fundraising, CRM, Strategy
Education
University of Kansas - Graduate School of Business 1985 — 1987
MBA, FINANCE
Ottawa University 1978 — 1982
BA, Cum Laude, HEALTH SCIENCES & BUSINESS MANAGEMENT
Ottawa University September 2009 - Present
Asbury Automotive Group July 2004 - August 2009
Excel - Vartec Telecommunications January 2000 - June 2004
Sprint Nextel June 1990 - December 1999
Accenture - Andersen Consulting July 1987 - June 1990
George K. Baum & Company August 1985 - July 1987
Mutual Benefit - Fortis Investments May 1983 - August 1985
Skills
Lead Generation, Strategic Planning, Marketing, Leadership, Customer Service, Marketing Strategy, Budgets, Public Speaking, Leadership Development, SEM, Coaching, Team Leadership, Project Management, Management, Team Building, Event Planning, Social Media, Digital Marketing, Marketing Communications, Higher Education, Budget Process, Operating Budgets, Report Writing, Databases, Budget Monitoring, Data Analysis, Financial Reporting, Market Research, Reporting & Analysis, Salesforce.com, Email Marketing, Social Media Marketing, Training, Fundraising, CRM, Strategy
Education
University of Kansas - Graduate School of Business 1985 — 1987
MBA, FINANCE
Ottawa University 1978 — 1982
BA, Cum Laude, HEALTH SCIENCES & BUSINESS MANAGEMENT
Kate Archibald's George K. Baum & Company Experience July 2011 - October 2012
Job M.B.A. Candidate, Stanford Graduate School of Business
Industry Research
Experience
Center for the New Energy Economy October 2014 - March 2015
Yale University November 2012 - June 2014
George K. Baum & Company July 2011 - October 2012
United States Department of State May 2010 - July 2010
Skills
Economics, Stata, Microsoft Excel, Data Analysis, Research, Financial Modeling, Microsoft Office, PowerPoint, Policy Analysis
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.), Matriculating Fall 2015
Yale University 2007 — 2011
BA, English, Economics
Kent Denver School 2004 — 2007
High School Diploma
Center for the New Energy Economy October 2014 - March 2015
Yale University November 2012 - June 2014
George K. Baum & Company July 2011 - October 2012
United States Department of State May 2010 - July 2010
Skills
Economics, Stata, Microsoft Excel, Data Analysis, Research, Financial Modeling, Microsoft Office, PowerPoint, Policy Analysis
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.), Matriculating Fall 2015
Yale University 2007 — 2011
BA, English, Economics
Kent Denver School 2004 — 2007
High School Diploma
Bill Hofherr's George K. Baum & Company Experience April 1995 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company April 1995 - Present
Skills
Municipal Bonds, Bonds, Credit, Public Finance, Capital Markets, Securities, Finance, Financial Modeling, Fixed Income, Investment Banking
Education
DePaul University 1975 — 1979
Master of Business Administration (M.B.A.), Finance, Marketing and Internationa Business
Loyola University Chicago 1971 — 1975
Bachelor of Business Administration (B.B.A.), Marketing
George K. Baum & Company April 1995 - Present
Skills
Municipal Bonds, Bonds, Credit, Public Finance, Capital Markets, Securities, Finance, Financial Modeling, Fixed Income, Investment Banking
Education
DePaul University 1975 — 1979
Master of Business Administration (M.B.A.), Finance, Marketing and Internationa Business
Loyola University Chicago 1971 — 1975
Bachelor of Business Administration (B.B.A.), Marketing
Andrea Crane's George K. Baum & Company Experience September 2008 - December 2011
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Procter & Gamble May 2014 - June 2015
Procter & Gamble December 2011 - May 2014
George K. Baum & Company September 2008 - December 2011
Fuqua School of Business January 2008 - May 2008
Duke University August 2004 - May 2008
Skills
Corporate Finance, Financial Modeling, Corporate Development, Strategy, Cross-functional Team..., Market Analysis, Consumer Products, Brand Management, Leadership, Management, Marketing, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Duke University 2004 — 2008
BA
Universität Salzburg 2006 — 2006
Procter & Gamble May 2014 - June 2015
Procter & Gamble December 2011 - May 2014
George K. Baum & Company September 2008 - December 2011
Fuqua School of Business January 2008 - May 2008
Duke University August 2004 - May 2008
Skills
Corporate Finance, Financial Modeling, Corporate Development, Strategy, Cross-functional Team..., Market Analysis, Consumer Products, Brand Management, Leadership, Management, Marketing, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Duke University 2004 — 2008
BA
Universität Salzburg 2006 — 2006
Megan Talbot's George K. Baum & Company Experience January 2013 - October 2014
Job Evaluation Consultant at Evaluation Insight LLC
Industry Investment Banking
Experience
Evaluation Insight LLC May 2015 - Present
George K. Baum & Company January 2013 - October 2014
Grayling November 2009 - January 2013
Grayling January 2010 - January 2012
Grayling May 2008 - August 2008
Skills
Recruiting, PowerPoint, Event Management, Microsoft Excel, Microsoft Office, Bloomberg, Press Releases, Research
Education
Bucknell University 2005 — 2009
Bachelor of Science, Business Management
Evaluation Insight LLC May 2015 - Present
George K. Baum & Company January 2013 - October 2014
Grayling November 2009 - January 2013
Grayling January 2010 - January 2012
Grayling May 2008 - August 2008
Skills
Recruiting, PowerPoint, Event Management, Microsoft Excel, Microsoft Office, Bloomberg, Press Releases, Research
Education
Bucknell University 2005 — 2009
Bachelor of Science, Business Management
Barry Mandell's George K. Baum & Company Experience October 1992 - June 1994
Job Vice President at Jackson Park Hospital & Medical Center
Industry Hospital & Health Care
Experience
Jackson Park Hospital & Medical Center April 2010 - Present
Jackson Park Hospital & Medical Center April 2007 - March 2010
Jackson Park Hosptial & Medical Center August 1994 - March 2007
George K. Baum & Company October 1992 - June 1994
Health Management Services, Inc. August 1991 - October 1992
Computer Associates International, Inc. June 1986 - April 1989
Skills
Process Improvement, Healthcare Information..., Project Management, Hospitals, Management, Strategy, EHR, Cross-functional Team..., Analysis, Hospital Administration..., Strategic Planning, Hospital Information..., Data Analysis, Databases, Microsoft Excel, Revenue Cycle, Contract Negotiation, SQL via ADO in VBA for..., MS Excel Pivot Tables, SQL, Meaningful Use
Education
San Diego State University-California State University
BS, Computer Science
Jackson Park Hospital & Medical Center April 2010 - Present
Jackson Park Hospital & Medical Center April 2007 - March 2010
Jackson Park Hosptial & Medical Center August 1994 - March 2007
George K. Baum & Company October 1992 - June 1994
Health Management Services, Inc. August 1991 - October 1992
Computer Associates International, Inc. June 1986 - April 1989
Skills
Process Improvement, Healthcare Information..., Project Management, Hospitals, Management, Strategy, EHR, Cross-functional Team..., Analysis, Hospital Administration..., Strategic Planning, Hospital Information..., Data Analysis, Databases, Microsoft Excel, Revenue Cycle, Contract Negotiation, SQL via ADO in VBA for..., MS Excel Pivot Tables, SQL, Meaningful Use
Education
San Diego State University-California State University
BS, Computer Science
Debbie Sloan's George K. Baum & Company Experience January 2014 - July 2014
Job Executive Assistant at Bank Midwest, a Division of NBH Bank, N.A.
Industry Financial Services
Experience
Bank Midwest, a Division of NBH Bank, N.A. August 2014 - Present
George K. Baum & Company January 2014 - July 2014
H&R Block September 2001 - January 2014
HIX Corporation 1999 - 2000
Jasper Foods, Inc. 1997 - 1999
Skills
Event Planning, Administrative..., PeopleSoft, Project Management, Payroll, Data Entry, Microsoft Excel, Outlook, Customer Service, Budgets, Leadership
Education
MidAmerica Nazarene University
Bachelor of Arts (BA), Management & Human Relations
Oklahoma Christian University
Bank Midwest, a Division of NBH Bank, N.A. August 2014 - Present
George K. Baum & Company January 2014 - July 2014
H&R Block September 2001 - January 2014
HIX Corporation 1999 - 2000
Jasper Foods, Inc. 1997 - 1999
Skills
Event Planning, Administrative..., PeopleSoft, Project Management, Payroll, Data Entry, Microsoft Excel, Outlook, Customer Service, Budgets, Leadership
Education
MidAmerica Nazarene University
Bachelor of Arts (BA), Management & Human Relations
Oklahoma Christian University
Julie Fauble Garrett's George K. Baum & Company Experience January 1991 - October 1994
Job Writer
Industry Writing and Editing
Experience
Century Books August 1998 - September 2010
Fertig Financial Services, Inc October 1998 - November 2007
Land Title July 2004 - July 2006
Haunted Bookshop August 1996 - August 1998
Integrated Medical Systems, Inc February 1995 - July 1996
George K. Baum & Company January 1991 - October 1994
Sandusky Register June 1988 - July 1989
Skills
Writing, Research, Editing, Microsoft Office, Data Analysis, SAS, Stata, Marketing Communications, Econometrics, Economics, Access, Accounting, Books, AP Style, Public Speaking, Marketing, Press Releases, Social Media, Storytelling, Social Networking, Facebook, Editorial, Copy Editing, Newspapers, InDesign, News Writing, Event Planning, Journalism, Media Relations, Web Content, Publishing, Feature Articles, Copywriting, Public Relations
Education
University of Colorado at Denver 2010 — 2012
Master of Arts (MA), Economics
Bowling Green State University 1984 — 1987
Bachelor of Science (BS), Journalism
Century Books August 1998 - September 2010
Fertig Financial Services, Inc October 1998 - November 2007
Land Title July 2004 - July 2006
Haunted Bookshop August 1996 - August 1998
Integrated Medical Systems, Inc February 1995 - July 1996
George K. Baum & Company January 1991 - October 1994
Sandusky Register June 1988 - July 1989
Skills
Writing, Research, Editing, Microsoft Office, Data Analysis, SAS, Stata, Marketing Communications, Econometrics, Economics, Access, Accounting, Books, AP Style, Public Speaking, Marketing, Press Releases, Social Media, Storytelling, Social Networking, Facebook, Editorial, Copy Editing, Newspapers, InDesign, News Writing, Event Planning, Journalism, Media Relations, Web Content, Publishing, Feature Articles, Copywriting, Public Relations
Education
University of Colorado at Denver 2010 — 2012
Master of Arts (MA), Economics
Bowling Green State University 1984 — 1987
Bachelor of Science (BS), Journalism
Peter Heckmann, CFA's George K. Baum & Company Experience February 1997 - October 1999
Job
Industry Capital Markets
Experience
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Atif Bawahab's George K. Baum & Company Experience April 2011 - July 2011
Job Director at IINN
Industry Hospital & Health Care
Experience
Insight Institute of Neurosurgery and Neuroscience June 2009 - Present
Carlson Funds Enterprise January 2012 - May 2013
Leavitt Partners May 2012 - March 2013
George K. Baum & Company April 2011 - July 2011
Validus Consulting January 2011 - May 2011
KashmirCorps June 2008 - July 2008
Skills
Healthcare, Excel, Data Analysis, Word, Strategic Planning, Financial Modeling, Microsoft Word, Analysis, Strategy, Management, Microsoft Excel, Start-ups, Marketing Strategy, Research, Due Diligence, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2013
MBA/MHA
Texas A&M University 2005 — 2009
Business Economics
Insight Institute of Neurosurgery and Neuroscience June 2009 - Present
Carlson Funds Enterprise January 2012 - May 2013
Leavitt Partners May 2012 - March 2013
George K. Baum & Company April 2011 - July 2011
Validus Consulting January 2011 - May 2011
KashmirCorps June 2008 - July 2008
Skills
Healthcare, Excel, Data Analysis, Word, Strategic Planning, Financial Modeling, Microsoft Word, Analysis, Strategy, Management, Microsoft Excel, Start-ups, Marketing Strategy, Research, Due Diligence, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2013
MBA/MHA
Texas A&M University 2005 — 2009
Business Economics
Amy Folse's George K. Baum & Company Experience January 2006 - July 2008
Job Marketing Manager at Project Professional LP
Industry Marketing and Advertising
Experience
Project Professional LP June 2014 - Present
Newmont Mining Corporation January 2012 - August 2013
Newmont Mining Corporation August 2011 - December 2011
George K. Baum & Company January 2006 - July 2008
Black & Veatch February 2002 - August 2005
Skills
Copy Editing, Proofreading, Editing, Department Budgeting, eCounsel Matter..., Invoice Processing, Variance Reports, Budget Forecasts, Accruals, Accounting, SAP ERP, Proposal Production, Proposal Writing, Proposal Generation, Corporate Communications, QuarkXPress, Adobe Creative Suite, PowerPoint, Presentation Development
Education
Coe College 1992 — 1998
Bachelor of Arts (B.A.), Business Administration and English
Project Professional LP June 2014 - Present
Newmont Mining Corporation January 2012 - August 2013
Newmont Mining Corporation August 2011 - December 2011
George K. Baum & Company January 2006 - July 2008
Black & Veatch February 2002 - August 2005
Skills
Copy Editing, Proofreading, Editing, Department Budgeting, eCounsel Matter..., Invoice Processing, Variance Reports, Budget Forecasts, Accruals, Accounting, SAP ERP, Proposal Production, Proposal Writing, Proposal Generation, Corporate Communications, QuarkXPress, Adobe Creative Suite, PowerPoint, Presentation Development
Education
Coe College 1992 — 1998
Bachelor of Arts (B.A.), Business Administration and English
Michael Persichitte's George K. Baum & Company Experience March 2009 - July 2015
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
George K. Baum & Company March 2009 - July 2015
Skills
Equities, Municipal Bonds, Financial Modeling, Fixed Income, Capital Markets, Bonds, Credit Analysis, Finance, Financial Analysis, Due Diligence, Investment Banking, Securities, Public Speaking, Bloomberg, Series 7
Education
Colorado State University
Bachelor of Arts & Science, Finance & Economics
George K. Baum & Company March 2009 - July 2015
Skills
Equities, Municipal Bonds, Financial Modeling, Fixed Income, Capital Markets, Bonds, Credit Analysis, Finance, Financial Analysis, Due Diligence, Investment Banking, Securities, Public Speaking, Bloomberg, Series 7
Education
Colorado State University
Bachelor of Arts & Science, Finance & Economics
John J. Pinto, CFA's George K. Baum & Company Experience 1995 - 1998
Job Chief Investment Officer @ Hinsdale LLC, PM of SOJE Fund
Industry Investment Management
Experience
SOJE Fund LP 2008 - Present
Hinsdale LLC July 1995 - Present
Gilder Office for Growth June 2011 - April 2012
Brightleaf Partners LP 2002 - 2008
TSI Soccer June 1998 - May 2001
George K. Baum & Company 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Private Equity, Investment Management, Capital Markets, Due Diligence, Equity Research, Asset Management, Finance, Fixed Income, Fund Of Funds, Investment Strategies
Education
Anderson School at UCLA 1991 — 1993
MBA, Finance
Yale University 1983 — 1987
BA, History of Art, Political Science
Riverdale Country Day School 1975 — 1983
SOJE Fund LP 2008 - Present
Hinsdale LLC July 1995 - Present
Gilder Office for Growth June 2011 - April 2012
Brightleaf Partners LP 2002 - 2008
TSI Soccer June 1998 - May 2001
George K. Baum & Company 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Private Equity, Investment Management, Capital Markets, Due Diligence, Equity Research, Asset Management, Finance, Fixed Income, Fund Of Funds, Investment Strategies
Education
Anderson School at UCLA 1991 — 1993
MBA, Finance
Yale University 1983 — 1987
BA, History of Art, Political Science
Riverdale Country Day School 1975 — 1983
Jullee Windle's George K. Baum & Company Experience January 1995 - Present
Job Payroll and Facilities Manager at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company January 1995 - Present
George K. Baum & Company January 1995 - Present
Skills
Payroll, Asset Management, Financial Analysis, Due Diligence, Microsoft Excel
Education
Northwest Misouri State 1986 — 1986
BS, Accounting
The University of South Dakota 1983 — 1985
George K. Baum & Company January 1995 - Present
George K. Baum & Company January 1995 - Present
Skills
Payroll, Asset Management, Financial Analysis, Due Diligence, Microsoft Excel
Education
Northwest Misouri State 1986 — 1986
BS, Accounting
The University of South Dakota 1983 — 1985
Anne C. Moberg, CFA's George K. Baum & Company Experience 1984 - 1992
Job Consultant, Sundive Consulting LLC
Industry Financial Services
Experience
Sundive Consulting LLC 2011 - Present
Scout Investments 2005 - 2011
Kansas City Life Insurance Company 1999 - 2002
Kansas City Life Insurance Company 1994 - 1999
DeMarche Associates Inc 1992 - 1994
George K. Baum & Company 1984 - 1992
Skills
Equities, Fixed Income, Mutual Funds, Investments, Microsoft Excel, Customer Service, Financial Services, Finance, Fixed Annuities, Options
Education
Benedictine College
B.A., Economics
Sundive Consulting LLC 2011 - Present
Scout Investments 2005 - 2011
Kansas City Life Insurance Company 1999 - 2002
Kansas City Life Insurance Company 1994 - 1999
DeMarche Associates Inc 1992 - 1994
George K. Baum & Company 1984 - 1992
Skills
Equities, Fixed Income, Mutual Funds, Investments, Microsoft Excel, Customer Service, Financial Services, Finance, Fixed Annuities, Options
Education
Benedictine College
B.A., Economics
Sharon Hirschler's George K. Baum & Company Experience April 1995 - Present
Job VP at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company April 1995 - Present
Skills
Fixed Income, Investment Banking
Education
Rockhurst College 1999 — 2001
MBA
University of Missouri-Columbia 1989 — 1993
George K. Baum & Company April 1995 - Present
Skills
Fixed Income, Investment Banking
Education
Rockhurst College 1999 — 2001
MBA
University of Missouri-Columbia 1989 — 1993
Jaime Latcham's George K. Baum & Company Experience April 2015 - Present
Job Associate at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company April 2015 - Present
18th Judicial District January 2015 - April 2015
University Prep Elementary School October 2013 - June 2014
Lau & Choi, PC January 2013 - August 2013
Education
Harvard Law School 2009 — 2012
Doctor of Law (J.D.)
William & Mary 2005 — 2008
BA, History
George K. Baum & Company April 2015 - Present
18th Judicial District January 2015 - April 2015
University Prep Elementary School October 2013 - June 2014
Lau & Choi, PC January 2013 - August 2013
Education
Harvard Law School 2009 — 2012
Doctor of Law (J.D.)
William & Mary 2005 — 2008
BA, History
Kendra Perkins's George K. Baum & Company Experience July 2003 - September 2008
Job Executive Assistant at Richline Technical Services
Industry Computer Networking
Experience
Richline Technical Services August 2011 - Present
NCM Associates July 2009 - May 2010
George K. Baum & Company July 2003 - September 2008
Skills
Calendars, Expense Reports, Executive Support, Travel Arrangements, Administrative..., Confidentiality, Fax, Switchboard Operator, Document Management, ConnectWise, ACT Database, Event Planning, QuickBooks, Marketing, Office Management, Microsoft Office, Customer Service, Agenda, PowerPoint, Transcription, Data Maintenance, Data Entry, Research, Bulk Mailing, Mail Merge, Business Correspondence, Meeting Planning, Price Quotes, Telephone Skills, Office Equipment
Education
Maryville University of Saint Louis 1995 — 1997
University of Missouri-Kansas City
Richline Technical Services August 2011 - Present
NCM Associates July 2009 - May 2010
George K. Baum & Company July 2003 - September 2008
Skills
Calendars, Expense Reports, Executive Support, Travel Arrangements, Administrative..., Confidentiality, Fax, Switchboard Operator, Document Management, ConnectWise, ACT Database, Event Planning, QuickBooks, Marketing, Office Management, Microsoft Office, Customer Service, Agenda, PowerPoint, Transcription, Data Maintenance, Data Entry, Research, Bulk Mailing, Mail Merge, Business Correspondence, Meeting Planning, Price Quotes, Telephone Skills, Office Equipment
Education
Maryville University of Saint Louis 1995 — 1997
University of Missouri-Kansas City