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
Cat Mayer Cat Mayer's George K. Baum & Company Experience 2001 - 2009
Job Photographer/Creative Director at Cat Mayer Studio
Industry Photography
Experience
Cat Mayer Studio 2008 - Present
George K. Baum & Company 2001 - 2009
GBSM 1998 - 2000
Skills
Commercial Photography, Social Media Marketing, Marketing Communications, Graphic Design, Videography, Photography, Portrait Photography, Art Direction, Event Management, Social Media, Nonprofits, Multimedia, Event Photography, WordPress, Photographers, Travel Photography, CRM, Image Editing, Photos, Mac, Editing, Video, Adobe Creative Suite, Blogging, Digital Photography
Education
University of Northern Colorado
Bachelor of Arts (B.A.), Journalism
Cat Mayer Studio 2008 - Present
George K. Baum & Company 2001 - 2009
GBSM 1998 - 2000
Skills
Commercial Photography, Social Media Marketing, Marketing Communications, Graphic Design, Videography, Photography, Portrait Photography, Art Direction, Event Management, Social Media, Nonprofits, Multimedia, Event Photography, WordPress, Photographers, Travel Photography, CRM, Image Editing, Photos, Mac, Editing, Video, Adobe Creative Suite, Blogging, Digital Photography
Education
University of Northern Colorado
Bachelor of Arts (B.A.), Journalism
Charles Connely,CCIM,CFP,CPM Charles Connely,CCIM,CFP,CPM's George K. Baum & Company Experience January 1980 - 1991
Job University of Missouri Kansas City Henry W. Bloch School of Management
Industry Financial Services
Experience
University of Missouri - Kansas City Henry W. Bloch School of Management July 2009 - Present
EPR Financial Services, a subsidiary of Entertainment Properties Trust (NYSE-EPR) April 2012 - June 2015
Butler Real Estate, LLC 1991 - 2009
George K. Baum & Company January 1980 - 1991
Skills
Investments, Disposition, Real Estate Economics, Commercial Real Estate, Real Estate, Valuation, Brokerage, Leases, Asset Management, Real Estate Financing, Financial Analysis, Real Estate Development, Entrepreneurship, Due Diligence, Finance, Credit Analysis, Mergers & Acquisitions, Financial Modeling, Land Acquisition, Corporate Real Estate, Location Intelligence, Venture Capital, Shopping Centers, Apartments, Strategic Consulting, Investment Properties, Lease Negotiations, Management, Private Equity, Loans, Acquisitions, Market Analysis, Underwriting, Real Estate Transactions, Lease Administration, Mezzanine, Portfolio Management, Deal Sourcing, Tenant, Analysis, Investment Sales, International Real..., Property, Entitlements, Investors, Property Management, Landlords, Commercial Mortgages, Appraisals, Funding
Education
University of Missouri-Kansas City 1970 — 1973
MBA, Finance
East High School, Kansas City 1961 — 1965
University of Missouri - Kansas City Henry W. Bloch School of Management July 2009 - Present
EPR Financial Services, a subsidiary of Entertainment Properties Trust (NYSE-EPR) April 2012 - June 2015
Butler Real Estate, LLC 1991 - 2009
George K. Baum & Company January 1980 - 1991
Skills
Investments, Disposition, Real Estate Economics, Commercial Real Estate, Real Estate, Valuation, Brokerage, Leases, Asset Management, Real Estate Financing, Financial Analysis, Real Estate Development, Entrepreneurship, Due Diligence, Finance, Credit Analysis, Mergers & Acquisitions, Financial Modeling, Land Acquisition, Corporate Real Estate, Location Intelligence, Venture Capital, Shopping Centers, Apartments, Strategic Consulting, Investment Properties, Lease Negotiations, Management, Private Equity, Loans, Acquisitions, Market Analysis, Underwriting, Real Estate Transactions, Lease Administration, Mezzanine, Portfolio Management, Deal Sourcing, Tenant, Analysis, Investment Sales, International Real..., Property, Entitlements, Investors, Property Management, Landlords, Commercial Mortgages, Appraisals, Funding
Education
University of Missouri-Kansas City 1970 — 1973
MBA, Finance
East High School, Kansas City 1961 — 1965
Rebecca Cunningham Rebecca Cunningham's George K. Baum & Company Experience May 2009 - October 2011
Job Product Manager @ Gensler
Industry Architecture & Planning
Experience
Gensler March 2012 - Present
George K. Baum & Company May 2009 - October 2011
SPX Cooling Technologies June 2008 - April 2009
Skills
Project Management, Product Development, Product Management, Mobile Applications, Social Media Strategist, Social Media, Adobe Creative Suite, Business Analysis, User Experience, Employee Relations, Scrum, Agile Methodologies, Social Marketing, Social Media Marketing, Social Media Integration, Social Media..., Social Networking, Social Media Consulting, Social Media Measurement, Social Media Outreach, Facebook, Facebook Marketing, Aperture, Excel, Access, Word, PowerPoint, Key Performance..., Social Media Advertising, Social Media Blogging, Web Services, Amazon Web Services..., Google Analytics, Requirements Analysis, HRIS, Human Resources, Benefits Administration, Human Capital, Applicant Tracking..., Employee Benefits, Workday, Deferred Compensation, Research, LinkedIn, Risk Management, Wordpress, Microsoft Word, Microsoft Excel, Management, Process Improvement
Education
University of California, Berkeley 2012 — 2012
Professional Certificate, Business Analysis, Honors Distinction
University of Missouri-Kansas City 2008 — 2009
MBA, Business Administraton, 4.0
University of Missouri-Kansas City 2004 — 2008
BBA, Business Administraton, Dean's List
Gensler March 2012 - Present
George K. Baum & Company May 2009 - October 2011
SPX Cooling Technologies June 2008 - April 2009
Skills
Project Management, Product Development, Product Management, Mobile Applications, Social Media Strategist, Social Media, Adobe Creative Suite, Business Analysis, User Experience, Employee Relations, Scrum, Agile Methodologies, Social Marketing, Social Media Marketing, Social Media Integration, Social Media..., Social Networking, Social Media Consulting, Social Media Measurement, Social Media Outreach, Facebook, Facebook Marketing, Aperture, Excel, Access, Word, PowerPoint, Key Performance..., Social Media Advertising, Social Media Blogging, Web Services, Amazon Web Services..., Google Analytics, Requirements Analysis, HRIS, Human Resources, Benefits Administration, Human Capital, Applicant Tracking..., Employee Benefits, Workday, Deferred Compensation, Research, LinkedIn, Risk Management, Wordpress, Microsoft Word, Microsoft Excel, Management, Process Improvement
Education
University of California, Berkeley 2012 — 2012
Professional Certificate, Business Analysis, Honors Distinction
University of Missouri-Kansas City 2008 — 2009
MBA, Business Administraton, 4.0
University of Missouri-Kansas City 2004 — 2008
BBA, Business Administraton, Dean's List
Alexandra (Dupre) Pericak Alexandra (Dupre) Pericak's George K. Baum & Company Experience August 2009 - January 2013
Job Senior Development Coordinator at JDRF Rocky Mountain
Industry Nonprofit Organization Management
Experience
JDRF Rocky Mountain April 2013 - Present
George K. Baum & Company August 2009 - January 2013
Boulder County December 2006 - April 2008
Independent Contractor May 2007 - August 2007
Hazeltine National Golf Club July 2001 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Social Media, Series 63, Research, PowerPoint, Microsoft Office, Financial Analysis, Hold Series 7, Securities, Financial Modeling, Fixed Income, Bloomberg Terminal, Trading, Municipal Bonds, Non-profit..., Bloomberg, Public Speaking
Education
Nutrition Therapy Institute 2013 — 2016
Certified Holistic Nutrition Practitioner, Holistic Health
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts, Psychology
JDRF Rocky Mountain April 2013 - Present
George K. Baum & Company August 2009 - January 2013
Boulder County December 2006 - April 2008
Independent Contractor May 2007 - August 2007
Hazeltine National Golf Club July 2001 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Social Media, Series 63, Research, PowerPoint, Microsoft Office, Financial Analysis, Hold Series 7, Securities, Financial Modeling, Fixed Income, Bloomberg Terminal, Trading, Municipal Bonds, Non-profit..., Bloomberg, Public Speaking
Education
Nutrition Therapy Institute 2013 — 2016
Certified Holistic Nutrition Practitioner, Holistic Health
University of Colorado at Boulder 2004 — 2008
Bachelor of Arts, Psychology
Caitlin Wren Caitlin Wren's George K. Baum & Company Experience March 2011 - December 2011
Job Manager, Onboarding at Evolve Vacation Rental Network
Industry Leisure, Travel & Tourism
Experience
Evolve Vacation Rental Network November 2014 - Present
Evolve Vacation Rental Network May 2013 - October 2014
Evolve Vacation Rental Network December 2012 - April 2013
KMM, LLC March 2012 - January 2013
TDA_Boulder March 2012 - December 2012
George K. Baum & Company March 2011 - December 2011
McMahon, LLC October 2010 - February 2011
McMahon Retirement and Investment Services July 2010 - October 2010
McMahon, LLC June 2009 - May 2010
Skills
Research, Investments, Banking, Financial Analysis, Marketing Communications, Client Services, Client Relationship..., Writing, Presentation Development, Training Seminars, Moderate Knowledge of..., Microsoft Excel, CRM, Marketing Strategy
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
B.S., Finance
THE UNIVERSITY OF SEVILLE 2009 — 2009
Completed Study Abroad Program, Spanish Language Curriculum
Evolve Vacation Rental Network November 2014 - Present
Evolve Vacation Rental Network May 2013 - October 2014
Evolve Vacation Rental Network December 2012 - April 2013
KMM, LLC March 2012 - January 2013
TDA_Boulder March 2012 - December 2012
George K. Baum & Company March 2011 - December 2011
McMahon, LLC October 2010 - February 2011
McMahon Retirement and Investment Services July 2010 - October 2010
McMahon, LLC June 2009 - May 2010
Skills
Research, Investments, Banking, Financial Analysis, Marketing Communications, Client Services, Client Relationship..., Writing, Presentation Development, Training Seminars, Moderate Knowledge of..., Microsoft Excel, CRM, Marketing Strategy
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
B.S., Finance
THE UNIVERSITY OF SEVILLE 2009 — 2009
Completed Study Abroad Program, Spanish Language Curriculum
Casey Biegelsen Casey Biegelsen's George K. Baum & Company Experience June 2003 - June 2006
Job Director at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers June 2006 - September 2008
George K. Baum & Company June 2003 - June 2006
Skills
Banking, Financial Services, Investment Banking, Financial Modeling, Fixed Income, Valuation, Derivatives, Bonds, Financial Analysis, Portfolio Management
Education
University of Colorado Boulder
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (B.A.), Mathematics
Barclays September 2008 - Present
Lehman Brothers June 2006 - September 2008
George K. Baum & Company June 2003 - June 2006
Skills
Banking, Financial Services, Investment Banking, Financial Modeling, Fixed Income, Valuation, Derivatives, Bonds, Financial Analysis, Portfolio Management
Education
University of Colorado Boulder
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (B.A.), Mathematics
Richard Boyd's George K. Baum & Company Experience May 2012 - June 2012
Job Dedicated Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
U.S. Bank May 2013 - April 2014
George K. Baum & Company May 2012 - June 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Customer Relations, Financial Services, Insurance, Investments, Licensed Life Insurance..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement Planning, Risk Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
U.S. Bank May 2013 - April 2014
George K. Baum & Company May 2012 - June 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Customer Relations, Financial Services, Insurance, Investments, Licensed Life Insurance..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement Planning, Risk Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Economics
Laura Wang's George K. Baum & Company Experience June 2010 - August 2010
Job Associate at Heidrick & Struggles
Industry Management Consulting
Experience
Heidrick & Struggles August 2014 - Present
PwC August 2011 - July 2014
George K. Baum & Company June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Internal Controls, Financial Reporting, Due Diligence, US GAAP, Strategy, Financial Accounting, Analysis, Finance
Education
University of California, Berkeley 2007 — 2010
Bachelor's Degree, Economics
Heidrick & Struggles August 2014 - Present
PwC August 2011 - July 2014
George K. Baum & Company June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Internal Controls, Financial Reporting, Due Diligence, US GAAP, Strategy, Financial Accounting, Analysis, Finance
Education
University of California, Berkeley 2007 — 2010
Bachelor's Degree, Economics
David Rendo's George K. Baum & Company Experience April 2013 - December 2013
Job Resarch Associate at CoStar Group
Industry Financial Services
Experience
CoStar Group September 2014 - Present
American Century Investments January 2014 - August 2014
George K. Baum & Company April 2013 - December 2013
DST Systems February 2012 - April 2013
DST Systems February 2011 - February 2012
UPS July 2008 - April 2011
Skills
Mutual Funds, CRM, Financial Services, Investments, Retirement Planning, Securities, Finance, Retirement, Management, Portfolio Management, Strategic Financial...
Education
University of Missouri-Kansas City 2005 — 2009
Bachelors, Finance
CoStar Group September 2014 - Present
American Century Investments January 2014 - August 2014
George K. Baum & Company April 2013 - December 2013
DST Systems February 2012 - April 2013
DST Systems February 2011 - February 2012
UPS July 2008 - April 2011
Skills
Mutual Funds, CRM, Financial Services, Investments, Retirement Planning, Securities, Finance, Retirement, Management, Portfolio Management, Strategic Financial...
Education
University of Missouri-Kansas City 2005 — 2009
Bachelors, Finance
Christina Kruse-Krupa's George K. Baum & Company Experience January 2008 - May 2008
Job General Manager at Dora Hospitality Group
Industry Hospitality
Experience
Dora Hospitality Group May 2015 - Present
Pillar Hotels & Resorts March 2013 - May 2015
Pillar Hotels & Resorts February 2011 - March 2013
Pillar Hotels & Resorts May 2010 - February 2011
Pillar Hotels & Resorts September 2008 - May 2010
George K. Baum & Company January 2008 - May 2008
Skills
Hospitality Management, Training, Customer Satisfaction, Hospitality, Hospitality Industry, Human Resources, Management, OnQ, Revenue Analysis, Team Leadership, Food & Beverage, Staff Development, Investment Banking, Problem Solving, Communication Skills, Goal-driven leader, New Hire Training
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor of Arts, Political Science Pre-Law
Dora Hospitality Group May 2015 - Present
Pillar Hotels & Resorts March 2013 - May 2015
Pillar Hotels & Resorts February 2011 - March 2013
Pillar Hotels & Resorts May 2010 - February 2011
Pillar Hotels & Resorts September 2008 - May 2010
George K. Baum & Company January 2008 - May 2008
Skills
Hospitality Management, Training, Customer Satisfaction, Hospitality, Hospitality Industry, Human Resources, Management, OnQ, Revenue Analysis, Team Leadership, Food & Beverage, Staff Development, Investment Banking, Problem Solving, Communication Skills, Goal-driven leader, New Hire Training
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor of Arts, Political Science Pre-Law
Bruce O'Donnell Bruce O'Donnell's George K. Baum & Company Experience 2008 - 2013
Job President at STARBOARD Realty Group, LLC Partner, AquaSan Network, Inc.
Industry Real Estate
Experience
George K. Baum & Company 2008 - 2013
Starboard Realty Group January 2002 - June 2008
Skills
Investment Banking, Due Diligence, Financial Modeling, Public Finance, Strategic Financial..., Financial Structuring, Project Management, Real Estate Development, Land Use, Zoning, Public Private..., Water, Community Master..., Real Estate, Public/private..., Capital Markets, Public-private..., Real Estate Economics, Disposition, Entitlements, Valuation, Fixed Income, Strategic Planning, Urban Planning, Economic Development
Education
University of Puget Sound 1978 — 1982
BA, Economics & Finance
George K. Baum & Company 2008 - 2013
Starboard Realty Group January 2002 - June 2008
Skills
Investment Banking, Due Diligence, Financial Modeling, Public Finance, Strategic Financial..., Financial Structuring, Project Management, Real Estate Development, Land Use, Zoning, Public Private..., Water, Community Master..., Real Estate, Public/private..., Capital Markets, Public-private..., Real Estate Economics, Disposition, Entitlements, Valuation, Fixed Income, Strategic Planning, Urban Planning, Economic Development
Education
University of Puget Sound 1978 — 1982
BA, Economics & Finance
Emily Givens's George K. Baum & Company Experience September 1999 - October 2000
Job Director, Transitional Programs at Drury University
Industry Higher Education
Experience
Drury University August 2004 - Present
Drury University July 2002 - August 2004
Stifel Nicolaus January 2001 - May 2002
George K. Baum & Company September 1999 - October 2000
Aerotek June 1998 - August 1999
Skills
Public Speaking, Customer Service, Event Planning, Social Networking, Microsoft Office, Higher Education, Facebook, Fundraising, Research, Community Outreach, Leadership, Management, Social Media, Volunteer Management, Interviews
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelor's Degree, Communication and Media Studies
University of Nebraska-Lincoln
Bachelor's degree Communication Studies
Drury University August 2004 - Present
Drury University July 2002 - August 2004
Stifel Nicolaus January 2001 - May 2002
George K. Baum & Company September 1999 - October 2000
Aerotek June 1998 - August 1999
Skills
Public Speaking, Customer Service, Event Planning, Social Networking, Microsoft Office, Higher Education, Facebook, Fundraising, Research, Community Outreach, Leadership, Management, Social Media, Volunteer Management, Interviews
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelor's Degree, Communication and Media Studies
University of Nebraska-Lincoln
Bachelor's degree Communication Studies
Mike Guertin Mike Guertin's George K. Baum & Company Experience March 2010 - March 2014
Job Redevelopment Specialist at Denver Urban Renewal Authority
Industry Real Estate
Experience
Denver Urban Renewal Authority April 2014 - Present
George K. Baum & Company March 2010 - March 2014
George K. Baum & Company May 2005 - February 2010
Cendant 2004 - 2005
Colorado Housing and Finance Authority 2002 - 2004
TeleChoice 1999 - 2002
Skills
Series 7, Series 63, Excel, VBA, Financial Modeling, Fixed Income, Financial Analysis, Capital Markets, Municipal Bonds, Business Case Modelling, Finance, Microsoft Excel, Banking, Bonds
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Finance
University of Colorado at Denver
Master of Business Administration, Finance
Denver Urban Renewal Authority April 2014 - Present
George K. Baum & Company March 2010 - March 2014
George K. Baum & Company May 2005 - February 2010
Cendant 2004 - 2005
Colorado Housing and Finance Authority 2002 - 2004
TeleChoice 1999 - 2002
Skills
Series 7, Series 63, Excel, VBA, Financial Modeling, Fixed Income, Financial Analysis, Capital Markets, Municipal Bonds, Business Case Modelling, Finance, Microsoft Excel, Banking, Bonds
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Finance
University of Colorado at Denver
Master of Business Administration, Finance
Scott Riffle's George K. Baum & Company Experience March 1997 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company March 1997 - Present
Dillon, Read & Co. Inc April 1992 - March 1997
Ernst & Young January 1989 - March 1992
Skills
Housing Finance, Public Finance, Voice Over, Municipal Bonds, Investment Banking, Bonds, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Investments, Series 7, Financial Analysis, Series 63, Securities, Banking
Education
University of Arizona 1984 — 1989
Bachelor of Science in Business Administration, Finance
George K. Baum & Company March 1997 - Present
Dillon, Read & Co. Inc April 1992 - March 1997
Ernst & Young January 1989 - March 1992
Skills
Housing Finance, Public Finance, Voice Over, Municipal Bonds, Investment Banking, Bonds, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Investments, Series 7, Financial Analysis, Series 63, Securities, Banking
Education
University of Arizona 1984 — 1989
Bachelor of Science in Business Administration, Finance
Leslie Kostner Leslie Kostner's George K. Baum & Company Experience 1995 - 1996
Job Senior Vice President, Producer/Consultant at Lockton Companies
Industry Insurance
Experience
Lockton Companies August 1996 - Present
The Children's Center for the Visually Impaired 2011 - 2013
Girl Scouts of NE Kansas & NW Missouri 2009 - 2013
Lockton Companies August 1996 - June 2008
George K. Baum & Company 1995 - 1996
Skills
Insurance, Employee Benefits, Strategic Planning, Health Insurance, Underwriting, Marketing Strategy, Benefits Administration, Workers Compensation, New Business Development, Mergers, Property & Casualty..., Public Speaking, Budgets, Customer Service, Brokers, Human Resources, Mergers & Acquisitions, Accounting, Strategy, Management, Entrepreneurship, Risk Management, Leadership
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts, International/Global Studies
The Pembroke Hill School 1979 — 1991
Lockton Companies August 1996 - Present
The Children's Center for the Visually Impaired 2011 - 2013
Girl Scouts of NE Kansas & NW Missouri 2009 - 2013
Lockton Companies August 1996 - June 2008
George K. Baum & Company 1995 - 1996
Skills
Insurance, Employee Benefits, Strategic Planning, Health Insurance, Underwriting, Marketing Strategy, Benefits Administration, Workers Compensation, New Business Development, Mergers, Property & Casualty..., Public Speaking, Budgets, Customer Service, Brokers, Human Resources, Mergers & Acquisitions, Accounting, Strategy, Management, Entrepreneurship, Risk Management, Leadership
Education
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts, International/Global Studies
The Pembroke Hill School 1979 — 1991
Joseph Black Joseph Black's George K. Baum & Company Experience May 2014 - December 2014
Job Marketing Communications Professional, A/E/C Industry
Industry Public Relations and Communications
Experience
GeoStabilization International® December 2014 - Present
George K. Baum & Company May 2014 - December 2014
CTA Architects Engineers February 2013 - May 2014
PCS Edventures June 2012 - February 2013
Skills
Press Releases, Event Management, Volunteer Management, Public Speaking, Adobe Creative Suite, Microsoft Office, Storytelling, Marketing Communications, Social Media, Ap Style, Copywriting, SEO, Public Relations, Customer Service, Close Attention to..., HTML emails, Email Marketing, Political Communication, Lobbying, Research, Grace Under Pressure, Photoshop, Leadership, Event Planning, Publicity, Social Media Marketing, Social Networking, Advertising, Editing, Blogging, Team Leadership, Graphic Design, Community Outreach, Lead Generation, Market Research, Proposal Writing, Publications, Time Management, Strategic Communications, Marketing, Interviews, Copy Editing, Higher Education, Feature Articles, Strategic Planning
Education
University of Idaho 2008 — 2012
Bachelor of Science, Public Relations; Political Science emphasis
GeoStabilization International® December 2014 - Present
George K. Baum & Company May 2014 - December 2014
CTA Architects Engineers February 2013 - May 2014
PCS Edventures June 2012 - February 2013
Skills
Press Releases, Event Management, Volunteer Management, Public Speaking, Adobe Creative Suite, Microsoft Office, Storytelling, Marketing Communications, Social Media, Ap Style, Copywriting, SEO, Public Relations, Customer Service, Close Attention to..., HTML emails, Email Marketing, Political Communication, Lobbying, Research, Grace Under Pressure, Photoshop, Leadership, Event Planning, Publicity, Social Media Marketing, Social Networking, Advertising, Editing, Blogging, Team Leadership, Graphic Design, Community Outreach, Lead Generation, Market Research, Proposal Writing, Publications, Time Management, Strategic Communications, Marketing, Interviews, Copy Editing, Higher Education, Feature Articles, Strategic Planning
Education
University of Idaho 2008 — 2012
Bachelor of Science, Public Relations; Political Science emphasis
David Ermentraut David Ermentraut's George K. Baum & Company Experience December 2014 - Present
Job Vice President at George K. Baum & Company
Industry Executive Office
Experience
George K. Baum & Company December 2014 - Present
Great-West Financial March 2011 - December 2014
Cricket Communications August 2010 - March 2011
Legacy Christian Academy December 2009 - August 2010
CIGNA Healthcare July 2008 - December 2009
Great-West Healthcare April 2007 - July 2008
Great-West Healthcare April 2005 - April 2007
Great-West Healthcare December 2002 - April 2005
Great-West Healthcare November 2000 - December 2002
Qwest Communications March 2000 - November 2000
Skills
Forecasting, Financial Modeling, Strategic Planning, Strategy, Mergers & Acquisitions, Cash Flow, Financial Analysis, Competitive Analysis, Corporate Finance, Strategic Financial..., Leadership, Business Strategy, Process Improvement, Strategic Partnerships, Financial Reporting, Managerial Finance, Finance, Management, Analysis, Executive Management, CRM, Budgets, Accounting, Business Process..., Human Resources, SAP, Integration, Salesforce.com
Education
University of Denver - Daniels College of Business 2006 — 2007
MBA, Finance
University of Colorado Denver 1992 — 1998
Bachelor, Finance
George K. Baum & Company December 2014 - Present
Great-West Financial March 2011 - December 2014
Cricket Communications August 2010 - March 2011
Legacy Christian Academy December 2009 - August 2010
CIGNA Healthcare July 2008 - December 2009
Great-West Healthcare April 2007 - July 2008
Great-West Healthcare April 2005 - April 2007
Great-West Healthcare December 2002 - April 2005
Great-West Healthcare November 2000 - December 2002
Qwest Communications March 2000 - November 2000
Skills
Forecasting, Financial Modeling, Strategic Planning, Strategy, Mergers & Acquisitions, Cash Flow, Financial Analysis, Competitive Analysis, Corporate Finance, Strategic Financial..., Leadership, Business Strategy, Process Improvement, Strategic Partnerships, Financial Reporting, Managerial Finance, Finance, Management, Analysis, Executive Management, CRM, Budgets, Accounting, Business Process..., Human Resources, SAP, Integration, Salesforce.com
Education
University of Denver - Daniels College of Business 2006 — 2007
MBA, Finance
University of Colorado Denver 1992 — 1998
Bachelor, Finance
Felicia Freisner Felicia Freisner's George K. Baum & Company Experience July 1985 - 1993
Job at
Industry Telecommunications
Experience
PGi June 1997 - Present
George K. Baum & Company July 1985 - 1993
Skills
Marketing Communications, Cloud Computing, Managed Services, Training, Telecommunications, Sales, Unified Communications, Lead Generation, Sales Process, Strategic Partnerships, SaaS, Product Management, VoIP, Solution Selling, CRM, Business Development, Call Centers, Selling, Direct Sales, Professional Services, Sales Management, Account Management, Salesforce.com, Email Marketing, Enterprise Software, Strategy, Management, B2B, Video Conferencing, Mobile Devices
Education
University of Phoenix
AAB, Business
PGi June 1997 - Present
George K. Baum & Company July 1985 - 1993
Skills
Marketing Communications, Cloud Computing, Managed Services, Training, Telecommunications, Sales, Unified Communications, Lead Generation, Sales Process, Strategic Partnerships, SaaS, Product Management, VoIP, Solution Selling, CRM, Business Development, Call Centers, Selling, Direct Sales, Professional Services, Sales Management, Account Management, Salesforce.com, Email Marketing, Enterprise Software, Strategy, Management, B2B, Video Conferencing, Mobile Devices
Education
University of Phoenix
AAB, Business
Suzanne M Connors's George K. Baum & Company Experience 1998 - 2000
Job Director of Alumni Relations and Annual Giving FLC
Industry Fund-Raising
Experience
Fort Lewis College September 2015 - Present
Graland Country Day School January 2010 - September 2015
Association of Fundraising Professionals 2009 - December 2012
Avid Nonprofit Strategy June 2009 - December 2010
The Robert B. Sharp Company of CO, Inc. (RBSCo) September 2000 - May 2009
George K. Baum & Company 1998 - 2000
El Pomar Foundation 1996 - 1998
Skills
Non-profits, Annual Giving, Philanthropy, Grant Writing, Stewardship, Grants, Social Media Marketing, Fundraising, Management, Nonprofits, Volunteer Management, Social Media, Strategic Planning, Leadership, Board Development, Strategy, Program Development, Planned Giving, Non-profit..., Community Outreach, Prospect Research, Non-profit Board..., Fundraisers
Education
Washington and Lee University 1992 — 1996
B.S., Psychology
University of Colorado Denver 1999 — 2001
MBA, International Business
Fort Lewis College September 2015 - Present
Graland Country Day School January 2010 - September 2015
Association of Fundraising Professionals 2009 - December 2012
Avid Nonprofit Strategy June 2009 - December 2010
The Robert B. Sharp Company of CO, Inc. (RBSCo) September 2000 - May 2009
George K. Baum & Company 1998 - 2000
El Pomar Foundation 1996 - 1998
Skills
Non-profits, Annual Giving, Philanthropy, Grant Writing, Stewardship, Grants, Social Media Marketing, Fundraising, Management, Nonprofits, Volunteer Management, Social Media, Strategic Planning, Leadership, Board Development, Strategy, Program Development, Planned Giving, Non-profit..., Community Outreach, Prospect Research, Non-profit Board..., Fundraisers
Education
Washington and Lee University 1992 — 1996
B.S., Psychology
University of Colorado Denver 1999 — 2001
MBA, International Business
Guy Yandel Guy Yandel's George K. Baum & Company Experience July 1991 - Present
Job Executive Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company July 1991 - Present
Westcap Securities September 1990 - July 1991
Howard Weil August 1987 - September 1990
Rotan Mosle June 1985 - August 1987
Combustion Engineering July 1977 - August 1983
Skills
Financial Modeling, Investment Banking, Securities, Capital Markets, Fixed Income
Education
Jones Graduate School of Business 1983 — 1985
Master's of Business and Public Management, Entrepreneurship/Entrepreneurial Studies
United States Merchant Marine Academy 1973 — 1977
Bachelor in Marine Engineering
George K. Baum & Company July 1991 - Present
Westcap Securities September 1990 - July 1991
Howard Weil August 1987 - September 1990
Rotan Mosle June 1985 - August 1987
Combustion Engineering July 1977 - August 1983
Skills
Financial Modeling, Investment Banking, Securities, Capital Markets, Fixed Income
Education
Jones Graduate School of Business 1983 — 1985
Master's of Business and Public Management, Entrepreneurship/Entrepreneurial Studies
United States Merchant Marine Academy 1973 — 1977
Bachelor in Marine Engineering
Bob Reeb Bob Reeb's George K. Baum & Company Experience September 1993 - June 1994
Job Owner, Reeb Government Relations, LLC
Industry Government Relations
Experience
Reeb Government Relations, LLC January 2005 - Present
Association of California Water Agencies August 1995 - December 2004
Westhoff, Cone & Holmstedt July 1994 - June 1995
George K. Baum & Company September 1993 - June 1994
El Dorado County Water Agency June 1989 - September 1993
Skills
Community Outreach, Public Policy Research, Public Speaking, Legislative Advocacy, Water Resources Policy..., Water Resources, Policy Research, Advocacy, Management, Environmental Law, Public Policy, Legislative Relations, Government, Leadership, Water, Coalitions, Policy, Legislation, Local Government, Land Use, Policy Analysis, Water Quality, Environmental Awareness, Strategic Communications
Education
University of California, Davis 1973 — 1977
Bachelor of Arts, Political Science/Public Service
Dixon High School 1969 — 1973
College Preparatory
Reeb Government Relations, LLC January 2005 - Present
Association of California Water Agencies August 1995 - December 2004
Westhoff, Cone & Holmstedt July 1994 - June 1995
George K. Baum & Company September 1993 - June 1994
El Dorado County Water Agency June 1989 - September 1993
Skills
Community Outreach, Public Policy Research, Public Speaking, Legislative Advocacy, Water Resources Policy..., Water Resources, Policy Research, Advocacy, Management, Environmental Law, Public Policy, Legislative Relations, Government, Leadership, Water, Coalitions, Policy, Legislation, Local Government, Land Use, Policy Analysis, Water Quality, Environmental Awareness, Strategic Communications
Education
University of California, Davis 1973 — 1977
Bachelor of Arts, Political Science/Public Service
Dixon High School 1969 — 1973
College Preparatory
Shannon Briggs's George K. Baum & Company Experience April 1994 - August 2007
Job Vice President of Marketing
Industry Investment Banking
Experience
Rice Financial Products Company August 2007 - Present
George K. Baum & Company April 1994 - August 2007
The Larkin Group February 1992 - March 1994
Skills
Editing, Advertising, Graphic Design, Proposal Writing, Research, Public Relations, Press Releases, Competitive Analysis, Newsletters, E-commerce, Training, Securities, Microsoft Excel, InDesign, WordPress
Education
University of Missouri-Kansas City 1988 — 1991
BA, Liberal Arts
William Jewell College 1986 — 1988
Rice Financial Products Company August 2007 - Present
George K. Baum & Company April 1994 - August 2007
The Larkin Group February 1992 - March 1994
Skills
Editing, Advertising, Graphic Design, Proposal Writing, Research, Public Relations, Press Releases, Competitive Analysis, Newsletters, E-commerce, Training, Securities, Microsoft Excel, InDesign, WordPress
Education
University of Missouri-Kansas City 1988 — 1991
BA, Liberal Arts
William Jewell College 1986 — 1988
Sabrina Saxer Sabrina Saxer's George K. Baum & Company Experience January 1991 - May 1998
Job Assistant Portfolio Manager at Waddell & Reed Financial Services
Industry Investment Management
Experience
Waddell & Reed Financial Services June 1998 - Present
George K. Baum & Company January 1991 - May 1998
Skills
Fixed Income, Credit Analysis, Capital Markets, Bonds, Bloomberg, Fixed Income Trading, Investments, Financial Markets, Trading, Mutual Funds, Money Market, Funding, Asset Management, Portfolio Management, Structured Products, Credit, Commercial Paper, Banking, Risk, Financial Modeling, Equities, Debt, ABS, Financial Analysis, Liquidity Management, Economics, Credit Risk, Securitization, Structured Finance
Education
University of Missouri-Kansas City
Accounting
Waddell & Reed Financial Services June 1998 - Present
George K. Baum & Company January 1991 - May 1998
Skills
Fixed Income, Credit Analysis, Capital Markets, Bonds, Bloomberg, Fixed Income Trading, Investments, Financial Markets, Trading, Mutual Funds, Money Market, Funding, Asset Management, Portfolio Management, Structured Products, Credit, Commercial Paper, Banking, Risk, Financial Modeling, Equities, Debt, ABS, Financial Analysis, Liquidity Management, Economics, Credit Risk, Securitization, Structured Finance
Education
University of Missouri-Kansas City
Accounting
Paul Siegel's George K. Baum & Company Experience 2000 - 2004
Job Managing Principal at Emet Capital Management
Industry Investment Management
Experience
Emet Capital Management, LLC January 2012 - Present
Fundamental Advisors LP 2007 - 2011
Colorado Housing and Finance Authority 2006 - 2007
Madison Capital Management, LLC 2004 - 2006
George K. Baum & Company 2000 - 2004
Skills
Asset Managment, Due Diligence, Portfolio Management, Analysis, Loans, Investment Banking, Capital Markets, Investments, Financial Modeling, Real Estate, Business Development, Private Equity, Alternative Investments, Municipal Bonds, High Yield Bonds, Special Situations..., Special Situations, Asset Management, Valuation, Bonds, Financial Structuring, Securities, Real Estate Economics, Fixed Income, Investment Management, Hedge Funds, Structured Finance
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2000
B.S., Finance, Dean's List
Emet Capital Management, LLC January 2012 - Present
Fundamental Advisors LP 2007 - 2011
Colorado Housing and Finance Authority 2006 - 2007
Madison Capital Management, LLC 2004 - 2006
George K. Baum & Company 2000 - 2004
Skills
Asset Managment, Due Diligence, Portfolio Management, Analysis, Loans, Investment Banking, Capital Markets, Investments, Financial Modeling, Real Estate, Business Development, Private Equity, Alternative Investments, Municipal Bonds, High Yield Bonds, Special Situations..., Special Situations, Asset Management, Valuation, Bonds, Financial Structuring, Securities, Real Estate Economics, Fixed Income, Investment Management, Hedge Funds, Structured Finance
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2000
B.S., Finance, Dean's List
LaDawn Smith LaDawn Smith's George K. Baum & Company Experience October 1995 - December 1997
Job Future student advisor at the University of Oklahoma College of Liberal Studies
Industry Consumer Services
Experience
University of Oklahoma February 2015 - Present
Pest Arrest July 2005 - February 2015
State Street Bank July 2000 - July 2005
Evereen Securities October 1998 - July 2000
George K. Baum & Company October 1995 - December 1997
US Navy August 1988 - March 1993
Skills
Human Resources, Human Resource Planning, Human Resource..., Strategic Human..., Process Scheduler, Office Management, Data Entry, Administrative..., Mutual Funds, Trade Finance, Wire Operator, Customer Service, Finance, Spreadsheets, Office Administration, Invoicing, Microsoft Word, Microsoft Excel, Office Equipment, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, File Management, QuickBooks, Outlook, Fax, 10 Key, Training, Recruiting, Management
Education
University of Oklahoma 2009 — 2012
Master of Arts (M.A.), Human Resources Development
University of Oklahoma 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Oklahoma February 2015 - Present
Pest Arrest July 2005 - February 2015
State Street Bank July 2000 - July 2005
Evereen Securities October 1998 - July 2000
George K. Baum & Company October 1995 - December 1997
US Navy August 1988 - March 1993
Skills
Human Resources, Human Resource Planning, Human Resource..., Strategic Human..., Process Scheduler, Office Management, Data Entry, Administrative..., Mutual Funds, Trade Finance, Wire Operator, Customer Service, Finance, Spreadsheets, Office Administration, Invoicing, Microsoft Word, Microsoft Excel, Office Equipment, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, File Management, QuickBooks, Outlook, Fax, 10 Key, Training, Recruiting, Management
Education
University of Oklahoma 2009 — 2012
Master of Arts (M.A.), Human Resources Development
University of Oklahoma 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Caroline Boyd Caroline Boyd's George K. Baum & Company Experience 1992 - 1998
Job Attorney Telecommunications: Zoning, Transactions, Real Estate Acquisition
Industry Wireless
Experience
Telecom Realty Consultants, LLC May 2003 - Present
Boyd Properties, LLC September 1993 - Present
Engineered Endeavors 2000 - 2002
Black & Veatch 1999 - 2000
Nextel Communications 1998 - 2000
George K. Baum & Company 1992 - 1998
Johnson County KS Government 1990 - 1992
Judge Lee Wells 1989 - 1990
Skills
Zoning, Entitlements, Public Speaking, Real Estate, Negotiation, Local Government, Business Strategy, Strategic Planning, Contract Negotiation, Project Management, New Business Development, Land Use, Lease Negotiations, Site Acquisition, Cellular Communications, Construction, Entrepreneurship, Commercial Real Estate, Wireless, Building Permits, Telecommunications
Education
University of Missouri-Kansas City School of Law 1986 — 1989
JD, Law
Telecom Realty Consultants, LLC May 2003 - Present
Boyd Properties, LLC September 1993 - Present
Engineered Endeavors 2000 - 2002
Black & Veatch 1999 - 2000
Nextel Communications 1998 - 2000
George K. Baum & Company 1992 - 1998
Johnson County KS Government 1990 - 1992
Judge Lee Wells 1989 - 1990
Skills
Zoning, Entitlements, Public Speaking, Real Estate, Negotiation, Local Government, Business Strategy, Strategic Planning, Contract Negotiation, Project Management, New Business Development, Land Use, Lease Negotiations, Site Acquisition, Cellular Communications, Construction, Entrepreneurship, Commercial Real Estate, Wireless, Building Permits, Telecommunications
Education
University of Missouri-Kansas City School of Law 1986 — 1989
JD, Law
Thomas Tasset Thomas Tasset's George K. Baum & Company Experience July 1996 - May 1998
Job Solution Architect/Technology Executive
Industry Information Technology and Services
Experience
Pomeroy March 2012 - Present
University of Missouri-Kansas City October 2005 - March 2012
TechnoBug Consulting September 2000 - October 2005
Broward Community College October 2001 - August 2002
Kansas City Kansas Public Schools May 1998 - September 2000
George K. Baum & Company July 1996 - May 1998
DeMarche Associates Inc April 1995 - July 1996
University of Missouri-Kansas City August 1991 - March 1995
Skills
CCNP, CCNA, Cisco, Cisco Technologies, Windows Server, Telecommunications, Networking, Switches, Cloud Computing, Servers, Data Center, Cisco Routers, VoIP, Network Security, Routing, Routers, Managed Services, WAN, Troubleshooting
Education
University of Missouri-Kansas City 2009 — 2011
Executive MBA, Leadership, Entrepreneurship, Finance, Economics, Marketing
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Pomeroy March 2012 - Present
University of Missouri-Kansas City October 2005 - March 2012
TechnoBug Consulting September 2000 - October 2005
Broward Community College October 2001 - August 2002
Kansas City Kansas Public Schools May 1998 - September 2000
George K. Baum & Company July 1996 - May 1998
DeMarche Associates Inc April 1995 - July 1996
University of Missouri-Kansas City August 1991 - March 1995
Skills
CCNP, CCNA, Cisco, Cisco Technologies, Windows Server, Telecommunications, Networking, Switches, Cloud Computing, Servers, Data Center, Cisco Routers, VoIP, Network Security, Routing, Routers, Managed Services, WAN, Troubleshooting
Education
University of Missouri-Kansas City 2009 — 2011
Executive MBA, Leadership, Entrepreneurship, Finance, Economics, Marketing
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
Valencia Spooner Valencia Spooner's George K. Baum & Company Experience July 2006 - April 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
VSR Financial Services April 2008 - Present
George K. Baum & Company July 2006 - April 2008
Morgan Stanley July 2002 - July 2006
Skills
Microsoft Office, Investments, Sales, Securities, Asset Management, Project Management, Microsoft Excel, Customer Service, Insurance, Consolidated Reporting, Finance
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance & Banking
VSR Financial Services April 2008 - Present
George K. Baum & Company July 2006 - April 2008
Morgan Stanley July 2002 - July 2006
Skills
Microsoft Office, Investments, Sales, Securities, Asset Management, Project Management, Microsoft Excel, Customer Service, Insurance, Consolidated Reporting, Finance
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance & Banking
Michelle Woodruff Michelle Woodruff's George K. Baum & Company Experience July 2014 - Present
Job Investment Banking Analyst at George K. Baum & Company
Industry International Affairs
Experience
George K. Baum & Company July 2014 - Present
University of Denver, Graduate School of International Studies September 2013 - July 2014
University of Denver, Office of International Admissions September 2013 - June 2014
WorldDenver March 2013 - June 2014
ARAMARK September 2009 - September 2012
Institute of International Education June 2011 - August 2011
Penrose Library September 2009 - June 2010
English Tealeaves May 2007 - August 2009
Skills
Intermediate Level..., Intermediate Level..., Conference Planning and..., Familiar with SAS, Strong analytical and..., International Relations, Management, Spanish, Intercultural..., Research, Foreign Policy, Event Planning, Customer Service
Education
University of Denver 2013 — 2014
MA - Global Finance, Trade, and Economic Integration, University of Denver
University of Denver 2009 — 2013
Bachelor of Arts (BA), International/Global Studies
George K. Baum & Company July 2014 - Present
University of Denver, Graduate School of International Studies September 2013 - July 2014
University of Denver, Office of International Admissions September 2013 - June 2014
WorldDenver March 2013 - June 2014
ARAMARK September 2009 - September 2012
Institute of International Education June 2011 - August 2011
Penrose Library September 2009 - June 2010
English Tealeaves May 2007 - August 2009
Skills
Intermediate Level..., Intermediate Level..., Conference Planning and..., Familiar with SAS, Strong analytical and..., International Relations, Management, Spanish, Intercultural..., Research, Foreign Policy, Event Planning, Customer Service
Education
University of Denver 2013 — 2014
MA - Global Finance, Trade, and Economic Integration, University of Denver
University of Denver 2009 — 2013
Bachelor of Arts (BA), International/Global Studies
Annie Brooks Annie Brooks's George K. Baum & Company Experience May 2008 - January 2011
Job Account Manager at Brooks International Speakers & Entertainment Bureau
Industry Events Services
Experience
Brooks International Speakers & Entertainment Bureau February 2013 - Present
Brooks International Speakers & Entertainment Bureau June 2011 - February 2013
George K. Baum & Company May 2008 - January 2011
Skills
Strategic Planning, Marketing, Entertainment, Event Management, Management, PowerPoint, Social Media Marketing, Marketing Communications, Event Planning, Sales, Leadership, Social Media, Microsoft Excel, Fashion, Account Management, Social Networking, Corporate Events, New Business Development, Public Speaking, Customer Service
Education
University of Southern California 1998 — 2002
Bachelor of Arts (B.A.), Economics and East Asian Studies
Brooks International Speakers & Entertainment Bureau February 2013 - Present
Brooks International Speakers & Entertainment Bureau June 2011 - February 2013
George K. Baum & Company May 2008 - January 2011
Skills
Strategic Planning, Marketing, Entertainment, Event Management, Management, PowerPoint, Social Media Marketing, Marketing Communications, Event Planning, Sales, Leadership, Social Media, Microsoft Excel, Fashion, Account Management, Social Networking, Corporate Events, New Business Development, Public Speaking, Customer Service
Education
University of Southern California 1998 — 2002
Bachelor of Arts (B.A.), Economics and East Asian Studies
Shelley Lightfoot Shelley Lightfoot's George K. Baum & Company Experience April 1986 - May 1994
Job Executive Director of the Southern California Institute
Industry Financial Services
Experience
Southern California Institute January 2009 - Present
ComplianceWorks Inc. September 2008 - Present
Banc of America Investments April 2003 - February 2008
Prudential Securities 1997 - 2003
DST Systems October 1994 - December 1997
George K. Baum & Company April 1986 - May 1994
Skills
Risk Management, Relationship Management, Customer Service, Budgets, Business Process..., P&L Responsibility, Leadership, Team Building, Mergers, Strategic Planning, Financial Services, Asset Managment, Investments, Insurance, Marketing Strategy, Relationship Mgmt, Mergers & Acquisitions, Management, Program Management, Finance, Small Business, Training, Management Consulting, Team Leadership, Business Planning, Recruiting, Operations Management, Human Resources, Asset Management
Education
University of Phoenix 2008 — 2010
bachelors, business
community college 1994 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
NASD, series 7, 8, 63, 65
Investments
Southern California Institute January 2009 - Present
ComplianceWorks Inc. September 2008 - Present
Banc of America Investments April 2003 - February 2008
Prudential Securities 1997 - 2003
DST Systems October 1994 - December 1997
George K. Baum & Company April 1986 - May 1994
Skills
Risk Management, Relationship Management, Customer Service, Budgets, Business Process..., P&L Responsibility, Leadership, Team Building, Mergers, Strategic Planning, Financial Services, Asset Managment, Investments, Insurance, Marketing Strategy, Relationship Mgmt, Mergers & Acquisitions, Management, Program Management, Finance, Small Business, Training, Management Consulting, Team Leadership, Business Planning, Recruiting, Operations Management, Human Resources, Asset Management
Education
University of Phoenix 2008 — 2010
bachelors, business
community college 1994 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
NASD, series 7, 8, 63, 65
Investments
Francis Duff Francis Duff's George K. Baum & Company Experience August 1998 - November 2000
Job Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2000 - Present
George K. Baum & Company August 1998 - November 2000
Stern Brothers February 1981 - August 1988
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Analysis, Investment Advisory, Strategic Planning, Investments, Alternative Investments, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Asset Allocation, Retirement, Equities, Series 63, Portfolio Management, Estate Planning, 401k, Process Improvement
Education
University of Missouri-Columbia 1976 — 1980
Finance, Business
Park Hill High School 1972 — 1976
Robert W. Baird November 2000 - Present
George K. Baum & Company August 1998 - November 2000
Stern Brothers February 1981 - August 1988
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Analysis, Investment Advisory, Strategic Planning, Investments, Alternative Investments, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Asset Allocation, Retirement, Equities, Series 63, Portfolio Management, Estate Planning, 401k, Process Improvement
Education
University of Missouri-Columbia 1976 — 1980
Finance, Business
Park Hill High School 1972 — 1976
Derek Daly Derek Daly's George K. Baum & Company Experience January 2013 - Present
Job Investment Banking Associate at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company January 2013 - Present
TransFirst July 2013 - December 2013
Pyxis Global Financial Services October 2011 - July 2012
Skills
Financial Statement..., Financial Risk, Risk Assessment, Microsoft Excel, Crystal Ball, PerTrac, Financial Modeling, Investment Banking, Account Reconciliation, Analysis, Portfolio Management
Education
University of Denver 2008 — 2012
BSBA, Finance
Univerzita Karlova v Praze 2010 — 2010
Study Abroad, General Studies
George K. Baum & Company January 2013 - Present
TransFirst July 2013 - December 2013
Pyxis Global Financial Services October 2011 - July 2012
Skills
Financial Statement..., Financial Risk, Risk Assessment, Microsoft Excel, Crystal Ball, PerTrac, Financial Modeling, Investment Banking, Account Reconciliation, Analysis, Portfolio Management
Education
University of Denver 2008 — 2012
BSBA, Finance
Univerzita Karlova v Praze 2010 — 2010
Study Abroad, General Studies
Matt DeAngelis's George K. Baum & Company Experience July 2007 - April 2015
Job Senior Vice President, Public Finance, D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies April 2015 - Present
George K. Baum & Company July 2007 - April 2015
Skills
Fixed Income, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Series 7, Series 63, Securities, Derivatives, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
Bachelor of Science (BS), Finance
D.A. Davidson Companies April 2015 - Present
George K. Baum & Company July 2007 - April 2015
Skills
Fixed Income, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Series 7, Series 63, Securities, Derivatives, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
Bachelor of Science (BS), Finance
Lynette Winegarner's George K. Baum & Company Experience April 1994 - April 1995
Job Permissions Associate at Houghton Mifflin Harcourt
Industry Publishing
Experience
Houghton Mifflin Harcourt April 2011 - Present
Freelance editing and research services March 2010 - Present
Houghton Mifflin Harcourt October 2010 - April 2011
Museum of Science and Industry March 2006 - February 2010
Museum of Science and Industry July 1998 - March 2006
Museum of Science and Industry May 1995 - July 1998
George K. Baum & Company April 1994 - April 1995
Fidia Research Foundation August 1991 - March 1993
Fidia Research Foundation September 1990 - August 1991
Skills
Writing, Genealogy, History, Contract Management, Fair Use, Museums, Research, Editing, Proofreading, Public Speaking, Chicago Manual, Ap Style, Strunk & White, Copyright Law, Copyright Registration, Presentation Coaching, database design &..., Nonprofits, Publications, Editorial, Publishing, Copy Editing, Online Publishing, Blogging, Content Development, Content Management, Journalism, Creative Writing, Books, Copywriting, Web Content, Fact-checking, Feature Articles, Freelance Writing
Education
National Society Daughters of the American Revolution
Genealogy Consultant Certification, genealogy, research
The University of Chicago 1994 — 1995
Certificate, Publishing
University of Michigan 1985 — 1990
AB, History
Houghton Mifflin Harcourt April 2011 - Present
Freelance editing and research services March 2010 - Present
Houghton Mifflin Harcourt October 2010 - April 2011
Museum of Science and Industry March 2006 - February 2010
Museum of Science and Industry July 1998 - March 2006
Museum of Science and Industry May 1995 - July 1998
George K. Baum & Company April 1994 - April 1995
Fidia Research Foundation August 1991 - March 1993
Fidia Research Foundation September 1990 - August 1991
Skills
Writing, Genealogy, History, Contract Management, Fair Use, Museums, Research, Editing, Proofreading, Public Speaking, Chicago Manual, Ap Style, Strunk & White, Copyright Law, Copyright Registration, Presentation Coaching, database design &..., Nonprofits, Publications, Editorial, Publishing, Copy Editing, Online Publishing, Blogging, Content Development, Content Management, Journalism, Creative Writing, Books, Copywriting, Web Content, Fact-checking, Feature Articles, Freelance Writing
Education
National Society Daughters of the American Revolution
Genealogy Consultant Certification, genealogy, research
The University of Chicago 1994 — 1995
Certificate, Publishing
University of Michigan 1985 — 1990
AB, History
Bryce Youngren's George K. Baum & Company Experience 1992 - 1994
Job Managing General Partner at Polaris Partners
Industry Venture Capital & Private Equity
Experience
Polaris Partners October 2002 - Present
Great Hill Partners April 1999 - September 2002
Willis Stein & Partners April 1996 - July 1997
Bear Stearns May 1994 - April 1996
George K. Baum & Company 1992 - 1994
Skills
Private Equity, Venture Capital, Investment Banking, Start-ups, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Finance, Strategic Partnerships, Angel Investing, Mergers, Growth Capital, Due Diligence, Strategy, Valuation, Private Placements, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Private Equity
University of Illinois at Urbana-Champaign 1988 — 1992
1992, Economics
Polaris Partners October 2002 - Present
Great Hill Partners April 1999 - September 2002
Willis Stein & Partners April 1996 - July 1997
Bear Stearns May 1994 - April 1996
George K. Baum & Company 1992 - 1994
Skills
Private Equity, Venture Capital, Investment Banking, Start-ups, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Finance, Strategic Partnerships, Angel Investing, Mergers, Growth Capital, Due Diligence, Strategy, Valuation, Private Placements, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Private Equity
University of Illinois at Urbana-Champaign 1988 — 1992
1992, Economics
Laura Mullin's George K. Baum & Company Experience September 1997 - July 1999
Job Executive Administrative Asst. at Charleston Transitional Facility
Industry Nonprofit Organization Management
Experience
Charleston Transitional Facility November 2004 - May 2008
Andrews McMeel Universal July 1999 - July 2004
George K. Baum & Company September 1997 - July 1999
Skills
Executive Level..., Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Large-scale Event..., Travel Arrangements, Confidentiality, Multi Tasking, Organization
Education
University of Minnesota-Twin Cities 1992 — 1997
Bachelor's degree, Music Therapy/Therapist
Charleston Transitional Facility November 2004 - May 2008
Andrews McMeel Universal July 1999 - July 2004
George K. Baum & Company September 1997 - July 1999
Skills
Executive Level..., Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Large-scale Event..., Travel Arrangements, Confidentiality, Multi Tasking, Organization
Education
University of Minnesota-Twin Cities 1992 — 1997
Bachelor's degree, Music Therapy/Therapist
Steve Toomey, MBA, CIMA's George K. Baum & Company Experience May 1994 - December 2001
Job Principal at BKD Wealth Advisors, LLC
Industry Investment Management
Experience
BKD Wealth Advisors, LLC November 2002 - Present
Waddell & Reed January 2002 - November 2002
George K. Baum & Company May 1994 - December 2001
Great American Insurance March 1992 - May 1994
Ernst & Young June 1991 - March 1992
Ford Motor Company June 1989 - June 1991
Skills
Investments, Wealth Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA, Investment Management Consulting
University of Nebraska-Lincoln 1987 — 1989
MBA, Finance
University of Nebraska-Lincoln 1982 — 1985
B.S., Business Administration
BKD Wealth Advisors, LLC November 2002 - Present
Waddell & Reed January 2002 - November 2002
George K. Baum & Company May 1994 - December 2001
Great American Insurance March 1992 - May 1994
Ernst & Young June 1991 - March 1992
Ford Motor Company June 1989 - June 1991
Skills
Investments, Wealth Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA, Investment Management Consulting
University of Nebraska-Lincoln 1987 — 1989
MBA, Finance
University of Nebraska-Lincoln 1982 — 1985
B.S., Business Administration
Nathan Meinert's George K. Baum & Company Experience 1998 - 1999
Job Credit & Risk Management at Federal Reserve Bank of Kansas City
Industry Banking
Experience
Federal Reserve Bank of Kansas City 2010 - Present
Studio 320 Productions 2004 - 2015
Commerce Bancshares, Inc. 2006 - 2009
Commerce Bancshares, Inc. 2001 - 2006
George K. Baum & Company 1998 - 1999
Skills
Risk Management, Banking, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Data Analysis, Photoshop, Premiere, Access, Excel, Loans, Financial Reporting, Risk, Financial Modeling, Credit Risk, Account Management, Direct Sales, Marketing Strategy, Commercial Lending, Portfolio Management, Microsoft Excel, Finance
Education
Missouri Bankers Association - Commercial School of Lending 2008 — 2008
Commercial Lending
University of Missouri-Columbia, College of Business 1996 — 2000
BSBA, Finance & Banking
Federal Reserve Bank of Kansas City 2010 - Present
Studio 320 Productions 2004 - 2015
Commerce Bancshares, Inc. 2006 - 2009
Commerce Bancshares, Inc. 2001 - 2006
George K. Baum & Company 1998 - 1999
Skills
Risk Management, Banking, Credit, Credit Analysis, Financial Analysis, Commercial Banking, Data Analysis, Photoshop, Premiere, Access, Excel, Loans, Financial Reporting, Risk, Financial Modeling, Credit Risk, Account Management, Direct Sales, Marketing Strategy, Commercial Lending, Portfolio Management, Microsoft Excel, Finance
Education
Missouri Bankers Association - Commercial School of Lending 2008 — 2008
Commercial Lending
University of Missouri-Columbia, College of Business 1996 — 2000
BSBA, Finance & Banking
Alec Lehrer's George K. Baum & Company Experience March 2007 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company March 2007 - Present
GE Capital January 2004 - March 2007
Skills
Investment Banking, Fixed Income, Capital Markets, Series 7, Bonds, Financial Modeling, Municipal Bonds, Series 63, Interest Rate..., Valuation, Derivatives, Securities, Financial Structuring, Alternative Investments, Agency MBS, Mortgage Pipeline..., MBS Pooling
Education
University of Denver 1998 — 1999
Secondary Education and Teaching
University of Denver - Daniels College of Business 1993 — 1997
Bachelor of Science (BS), Business Administration, Marketing
George K. Baum & Company March 2007 - Present
GE Capital January 2004 - March 2007
Skills
Investment Banking, Fixed Income, Capital Markets, Series 7, Bonds, Financial Modeling, Municipal Bonds, Series 63, Interest Rate..., Valuation, Derivatives, Securities, Financial Structuring, Alternative Investments, Agency MBS, Mortgage Pipeline..., MBS Pooling
Education
University of Denver 1998 — 1999
Secondary Education and Teaching
University of Denver - Daniels College of Business 1993 — 1997
Bachelor of Science (BS), Business Administration, Marketing
Tom Wynne's George K. Baum & Company Experience 2000 - 2003
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
Wynne Partners October 2004 - 2010
George K. Baum & Company 2000 - 2003
Education
University of Oxford - Said Business School 2003 — 2004
MBA
University of Colorado Boulder 1996 — 2000
BS, Finance, Marketing
Morgan Stanley 2010 - Present
Wynne Partners October 2004 - 2010
George K. Baum & Company 2000 - 2003
Education
University of Oxford - Said Business School 2003 — 2004
MBA
University of Colorado Boulder 1996 — 2000
BS, Finance, Marketing
Paul Hanley's George K. Baum & Company Experience February 1992 - Present
Job Senior Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company February 1992 - Present
Michigan Consultants January 1988 - January 1992
Skills
Program Management, Political Campaigns, Public Policy, Public Affairs, Marketing Communications, Corporate Communications
Education
University of Colorado
MS
University of Michigan
George K. Baum & Company February 1992 - Present
Michigan Consultants January 1988 - January 1992
Skills
Program Management, Political Campaigns, Public Policy, Public Affairs, Marketing Communications, Corporate Communications
Education
University of Colorado
MS
University of Michigan
Clayton Brasher's George K. Baum & Company Experience February 2014 - Present
Job Sr. Vice President, Structured Credit at George K. Baum & Company
Industry Investment Management
Experience
George K. Baum & Company February 2014 - Present
Advisors Asset Management, Inc. November 2009 - February 2014
Ischus Capital Management LLC June 2006 - November 2009
Education
University of Alabama 2005 — 2006
Master of Science, Finance, concentration in Financial Risk Strategy
Birmingham-Southern College 2001 — 2005
Bachelor of Science, Business Administration
2016 Level III Candidate in the CFA Program
George K. Baum & Company February 2014 - Present
Advisors Asset Management, Inc. November 2009 - February 2014
Ischus Capital Management LLC June 2006 - November 2009
Education
University of Alabama 2005 — 2006
Master of Science, Finance, concentration in Financial Risk Strategy
Birmingham-Southern College 2001 — 2005
Bachelor of Science, Business Administration
2016 Level III Candidate in the CFA Program
Misty Dalke's George K. Baum & Company Experience July 2013 - Present
Job Assistant Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company July 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
OppenheimerFunds April 2005 - September 2010
Skills
Mutual Funds, Securities, Financial Analysis, Bloomberg, Due Diligence, Fixed Income, Equities, Corporate Law, Alternative Investments, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2012
JD
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
George K. Baum & Company July 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
OppenheimerFunds April 2005 - September 2010
Skills
Mutual Funds, Securities, Financial Analysis, Bloomberg, Due Diligence, Fixed Income, Equities, Corporate Law, Alternative Investments, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2012
JD
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
Simei Yeh's George K. Baum & Company Experience January 2011 - December 2012
Job Cash Desk Associate at PIMCO
Industry Investment Management
Experience
PIMCO January 2014 - Present
PIMCO December 2012 - December 2013
George K. Baum & Company January 2011 - December 2012
Osram Opto Semiconductors September 2010 - January 2011
Savvy Properties April 2009 - December 2010
Skills
Corporate Finance, Financial Modeling
Education
University of California, Berkeley 2007 — 2010
Bachelor's, Economics, Finance
PIMCO January 2014 - Present
PIMCO December 2012 - December 2013
George K. Baum & Company January 2011 - December 2012
Osram Opto Semiconductors September 2010 - January 2011
Savvy Properties April 2009 - December 2010
Skills
Corporate Finance, Financial Modeling
Education
University of California, Berkeley 2007 — 2010
Bachelor's, Economics, Finance
Rob Kilgore's George K. Baum & Company Experience 1998 - 1999
Job President and CEO at Absio
Industry Computer Software
Experience
Absio August 2014 - Present
WealthTouch, Inc. February 2013 - April 2014
Big Rock Advisors, LLC 2003 - 2014
MDserve.com 1999 - 2002
George K. Baum & Company 1998 - 1999
BACE Industries, LLC 1995 - 1998
The Blackfox Group 1993 - 1995
Holme Roberts & Owen, LLP 1991 - 1993
Skills
Due Diligence, Valuation, Private Equity, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Financial Reporting, Business Process..., Risk Management, SEC filings, Executive Management, Mergers & Acquisitions, Finance, Investment Banking, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1991
MBA, Finance
University of Michigan Law School 1987 — 1991
Doctor of Law (JD), Cum Laude
University of Michigan 1983 — 1987
BA, Economics, With Distinction
Absio August 2014 - Present
WealthTouch, Inc. February 2013 - April 2014
Big Rock Advisors, LLC 2003 - 2014
MDserve.com 1999 - 2002
George K. Baum & Company 1998 - 1999
BACE Industries, LLC 1995 - 1998
The Blackfox Group 1993 - 1995
Holme Roberts & Owen, LLP 1991 - 1993
Skills
Due Diligence, Valuation, Private Equity, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Financial Reporting, Business Process..., Risk Management, SEC filings, Executive Management, Mergers & Acquisitions, Finance, Investment Banking, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1991
MBA, Finance
University of Michigan Law School 1987 — 1991
Doctor of Law (JD), Cum Laude
University of Michigan 1983 — 1987
BA, Economics, With Distinction
Christy Wood's George K. Baum & Company Experience 1996 - 2001
Job Developer
Industry Information Technology and Services
Experience
Bfocused April 2011 - Present
Multivac Inc April 2001 - August 2010
George K. Baum & Company 1996 - 2001
Skills
ASP.NET, ADO.NET, JavaScript, CSS, C#, Visual Studio, AJAX, .NET
Education
Centriq Training 2010 — 2011
C#.Net Developer
Metropolitan Community College 1986 — 1990
Associates, Computer Science
University of Missouri-Kansas City 1979 — 1983
BA, History
Bfocused April 2011 - Present
Multivac Inc April 2001 - August 2010
George K. Baum & Company 1996 - 2001
Skills
ASP.NET, ADO.NET, JavaScript, CSS, C#, Visual Studio, AJAX, .NET
Education
Centriq Training 2010 — 2011
C#.Net Developer
Metropolitan Community College 1986 — 1990
Associates, Computer Science
University of Missouri-Kansas City 1979 — 1983
BA, History
Kyle Bickel's George K. Baum & Company Experience December 2012 - Present
Job Assistant Vice President at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company December 2012 - Present
J.P. Morgan September 2012 - December 2012
Leslie Global Wealth, LLC June 2012 - August 2012
The 451 Group June 2011 - August 2011
Skills
Series 7, Series 63, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Financial Analysis, Fixed Income Analysis, Asset Allocation, Series 52, Economic Research, Modern Portfolio Theory, Microsoft Word, PowerPoint, VBA, Valuation, Investments, Corporate Finance
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
B.S., Finance and Economics
CFA Institute 2013 — 2015
George K. Baum & Company December 2012 - Present
J.P. Morgan September 2012 - December 2012
Leslie Global Wealth, LLC June 2012 - August 2012
The 451 Group June 2011 - August 2011
Skills
Series 7, Series 63, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Financial Analysis, Fixed Income Analysis, Asset Allocation, Series 52, Economic Research, Modern Portfolio Theory, Microsoft Word, PowerPoint, VBA, Valuation, Investments, Corporate Finance
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
B.S., Finance and Economics
CFA Institute 2013 — 2015
Jordan Bartels's George K. Baum & Company Experience October 2013 - August 2014
Job Self Employed
Industry Music
Experience
George K. Baum & Company October 2013 - August 2014
Education
University of Missouri-Columbia 2008 — 2013
Psychology & Sociology
George K. Baum & Company October 2013 - August 2014
Education
University of Missouri-Columbia 2008 — 2013
Psychology & Sociology
Jeff Bertoni's George K. Baum & Company Experience June 2014 - Present
Job Structured Credit Sales at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company June 2014 - Present
JVB Financial Group, LLC June 2010 - June 2014
C&Co/PrinceRidge LLC June 2010 - June 2014
Maxim Group April 2008 - June 2010
Bloomberg LP June 2007 - April 2008
Skills
Credit Analysis, Sales, Financial Modeling, Credit Risk, Banking, Bonds, Bond Pricing, Fixed Income Analysis, Sales Operations, Bond Markets, Capital Markets, Portfolio Management, Customer Service, Investments, Management, Credit, SBA, Analytics, Fixed Income, Residential Mortgages
Education
University of Rhode Island 2003 — 2007
Bachelor’s Degree, Finance
George K. Baum & Company June 2014 - Present
JVB Financial Group, LLC June 2010 - June 2014
C&Co/PrinceRidge LLC June 2010 - June 2014
Maxim Group April 2008 - June 2010
Bloomberg LP June 2007 - April 2008
Skills
Credit Analysis, Sales, Financial Modeling, Credit Risk, Banking, Bonds, Bond Pricing, Fixed Income Analysis, Sales Operations, Bond Markets, Capital Markets, Portfolio Management, Customer Service, Investments, Management, Credit, SBA, Analytics, Fixed Income, Residential Mortgages
Education
University of Rhode Island 2003 — 2007
Bachelor’s Degree, Finance