SMITH HAYES Financial Services

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SMITH HAYES Financial Services Employees

Employee
Years
Job
Industry
Tracy Edgerton Tracy Edgerton United States Details
Tracy Edgerton's SMITH HAYES Financial Services Experience March 2014 - September 2014
Job President at Dakota Guardian Trust
Industry Financial Services
Experience
Dakota Guardian Trust   October 2014 - Present
SMITH HAYES Financial Services   March 2014 - September 2014
University of Nebraska Foundation  June 2001 - February 2014
Fraser Stryker Law Firm  1998 - 2001

Skills
Fundraising, Strategic Planning, Writing, Non-profits, Public Speaking, Philanthropy, Volunteer Management, Editing, Nonprofits, Grants, Higher Education, Community Development, Annual Giving, Staff Development, Prospect Research, Raiser's Edge, Leadership Development, Alumni Relations, Social Media, Leadership, Planned Giving, Trusts

Education
University of Iowa College of Law   1995 — 1998
J.D., Law

University of Nebraska-Lincoln   1987 — 1991
Bachelor of Journalism, Broadcast Journalism & Political Science

Tad Singer Tad Singer Greater Omaha Area Details
Tad Singer's SMITH HAYES Financial Services Experience September 2014 - Present
Job Senior Vice PresidentWealth Adviser at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   September 2014 - Present
Carson Wealth Management Group  July 1998 - September 2014
PEAK  2008 - 2008

Skills
Asset Allocation, Investments, Strategic Financial..., Long-term Care, Disability Insurance, Portfolio Management, Retirement, Securities, Financial Advisory, Wealth, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Investment Strategies, Asset Management, Financial Services, 529 Plans, Wealth Management...

Education
University of Nebraska at Omaha   1992 — 1996
BS, Business Finance & Finance and Banking

Lori Moss Lori Moss Lincoln, Nebraska Details
Lori Moss's SMITH HAYES Financial Services Experience
Job Qualified Plans Manager at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services  

Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Financial Services, FINRA

Education
Southeast Community College   1991 — 1993
Associate of Applied Science Degree in Business Administration with an emphasis in Marketing

Ben Rowse Ben Rowse Omaha, Nebraska Details
Ben Rowse's SMITH HAYES Financial Services Experience February 2013 - December 2013
Job Analyst I, Project Portfolio Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  July 2015 - Present
TD Ameritrade  January 2015 - Present
TD Ameritrade  June 2014 - December 2014
SMITH HAYES Financial Services   February 2013 - December 2013
Sigma Phi Epsilon - NE Alpha   October 2012 - November 2013
State of Nebraska  August 2012 - December 2012
Sigma Phi Epsilon Fraternity  November 2011 - November 2012

Skills
Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Budgets, Social Networking, Research, Tableau, Oracle SQL Developer, PostgreSQL, Excel Models, Business Intelligence, CA Clarity, Business Objects, SharePoint, Crystal Reports, Event Planning, Public Speaking

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Business Administration, Finance (Banking & Financial Institution Emphasis)

University of Oxford   2013 — 2013
Select Economic Studies

Norfolk Catholic High School   2006 — 2010

Jessie Goodwin, CFA Jessie Goodwin, CFA Greater Omaha Area Details
Jessie Goodwin, CFA's SMITH HAYES Financial Services Experience January 2007 - April 2007
Job Sr. Fixed Income Analyst at Ameritas Investment Partners
Industry Investment Management
Experience
Ameritas Investment Partners  September 2008 - Present
SMITH HAYES Financial Services   January 2007 - April 2007

Skills
Investments, Portfolio Management, Bloomberg, Valuation, Securities, Asset Management, Investment Strategies, Bloomberg Terminal, Financial Modeling, Financial Analysis, Due Diligence, Fixed Income, Fixed Income Analysis, Bonds, Finance, Mutual Funds

Education
University of Nebraska-Lincoln   2004 — 2008
Bachelor of Arts (B.A.), Economics

University of Nebraska
Master of Business Administration (MBA)

Amy Lien Amy Lien Kansas City, Missouri Details
Amy Lien's SMITH HAYES Financial Services Experience January 2011 - May 2013
Job Analyst at Federal Reserve Bank of Kansas City
Industry Banking
Experience
Federal Reserve Bank of Kansas City  June 2013 - April 2015
SMITH HAYES Financial Services   January 2011 - May 2013
Creighton University Business Symposium   January 2011 - May 2013
Union Pacific Railroad  March 2011 - June 2011

Skills
Financial Modeling, Financial Analysis, Econometrics, Microsoft Excel, Data Analytics

Education
Creighton   2009 — 2013
Bachelor of Science in Business Administration (BSBA), Financial Analysis

Creighton University
Bachelor of Arts and Science, Spanish Minor

Rodney D. Cerny CFA Rodney D. Cerny CFA Omaha, Nebraska Details
Rodney D. Cerny CFA's SMITH HAYES Financial Services Experience March 2011 - Present
Job Sr. Vice PresidentSmith Hayes Financial Services Corp
Industry Investment Management
Experience
SMITH HAYES Financial Services   March 2011 - Present
McCarthy Group Advisors   September 2005 - March 2011
KPM Investment Management   January 1986 - September 2005

Education
University of Nebraska-Lincoln   1970 — 1974
BS, Finance

Christian Rich Christian Rich Lincoln, Nebraska Details
Christian Rich's SMITH HAYES Financial Services Experience March 2015 - Present
Job Fee Based Associate at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   March 2015 - Present
Oriental Trading Company  February 2015 - March 2015
Bulu Box  June 2013 - May 2014

Skills
Econometrics, Finance

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Science (B.S.), Economics

Gottfried Wilhelm Leibniz Univeristy   2012 — 2012

Dustin Boe Dustin Boe Greater Omaha Area Details
Dustin Boe's SMITH HAYES Financial Services Experience January 2013 - August 2013
Job Financial Specialist
Industry Banking
Experience
Farm Credit Services of America  September 2014 - Present
Kiewit  May 2014 - September 2014
Madonna Rehabilitation Hospital  September 2013 - April 2014
SMITH HAYES Financial Services   January 2013 - August 2013
Battle Creek Public Pool   May 2011 - September 2012
Battle Creek Public Pool   May 2008 - September 2010

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Research, Teamwork, Time Management, Access, Facebook, Leadership, Financial Analysis, Social Networking, Accounting, Leadership Management, Team Building, Morningstar, Financial Accounting, Health Insurance, Dental Insurance, Workers' Compensation..., Bank Reconciliation

Education
University of Nebraska-Lincoln   2011 — 2014
Bachelor of Science in Business Administration (BSBA), Major: Management with an emphasis in Leadership in Organizations Minor: Finance, Senior

Emily Knuth Emily Knuth Fort Worth, Texas Details
Emily Knuth's SMITH HAYES Financial Services Experience May 2014 - August 2014
Job Finance Intern at Union Pacific Railroad
Industry
Experience
Union Pacific Railroad  June 2015 - July 2015
Smith Hayes Financial Services   May 2014 - August 2014
Champions Run Golf Course  May 2013 - August 2014

Skills
Teamwork, Social Networking, Microsoft Excel, Leadership, Public Speaking, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Team Leadership

Education
Texas Christian University - M.J. Neeley School of Business   2013 — 2017
Accounting and Finance

Duchesne Academy of the Sacred Heart   2009 — 2013

Scott Ziemba Scott Ziemba Omaha, Nebraska Details
Scott Ziemba's SMITH HAYES Financial Services Experience April 2014 - Present
Job Investment Consultant at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   April 2014 - Present
Boulder Chamber of Commerce  October 2011 - August 2013
Jones Knowledge  August 2007 - October 2011
Wells Fargo  May 2006 - June 2007
U.S. Senator Chuck Hagel   May 2006 - August 2006
U.S. Congressman Lee Terry   January 2005 - May 2005

Skills
Marketing, Sales Operations, Leadership Development, Team Building, Leadership, Public Speaking, Strategic Planning, Training, Business Planning, Strategy, Relationship Management, Sales, Change Management, Sales Messaging, Hold Series 7, Series 66, Finance, Wealth Management, Retirement Plan..., Retirement Planning, Investments, Customer Service

Education
Nebraska Wesleyan University   2002 — 2006
Business Administration, Business, Communication, Political Science

Kourtney Colberg Kourtney Colberg Lincoln, Nebraska Details
Kourtney Colberg's SMITH HAYES Financial Services Experience April 2014 - Present
Job Administrative Coordinator at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   April 2014 - Present
Advanced Medical Imaging  February 2012 - January 2013
Dell Services  June 2004 - February 2012

Skills
Customer Service, Microsoft Office, System Administration, Process Improvement, Windows, Customer Satisfaction, Call Centers, Microsoft Excel, Microsoft PowerPoint, Microsoft Access

Education
Southeast Community College   2014 — 2016
Associate’s Degree, Office Professional - Administrative Focus

Southeast Community College   2011 — 2013
Associate's Degree, General Studies

Southeast Community College-Beatrice   2002 — 2003
Surgical Technology/Technologist

Iowa Western Community College   2001 — 2002
Legal Assistant/Paralegal

Anthony Leetch Anthony Leetch Lincoln, Nebraska Details
Anthony Leetch's SMITH HAYES Financial Services Experience 2010 - 2012
Job Financial Analyst at National Research Corporation
Industry Hospital & Health Care
Experience
National Research Corporation  2014 - Present
NRECA  2013 - 2014
TD Ameritrade  2012 - 2013
SMITH HAYES Financial Services   2010 - 2012
Grand Island Public Schools  2007 - 2008

Skills
SOA Exam P, SOA Exam FM, Microsoft Office, Analytical Reasoning, Time Management, SAS, Financial Analysis, Microsoft Excel, Data Analysis

Education
University of Nebraska-Lincoln
Master of Science (M.S.), Actuarial Science

University of Nebraska-Lincoln
Bachelor of Science (B.S.), Secondary Math Education

Aron D. Huddleston, CFA Aron D. Huddleston, CFA Greater Omaha Area Details
Aron D. Huddleston, CFA's SMITH HAYES Financial Services Experience February 2000 - May 2000
Job Wealth Advisor, Research Analyst & Portfolio Manager Actively Seeking New Opportunities
Industry Investment Management
Experience
Manarin Investment Counsel   2000 - 2015
Northwestern Mutual Financial Network  March 2000 - August 2000
SMITH HAYES Financial Services   February 2000 - May 2000

Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, Investment Research, Mutual Funds, ETFs, Alternative Investments, Business Strategy, Investment Education, Radio Host, Small Business, 401k Rollovers, Financial Planning, Retirement Income..., Client Relationship..., Client Acquisition, Real Estate Investment, Morningstar Direct, Morningstar Office, Money Guide Pro, goalgamiPro, Advisory World, Pershing NetX360, TD Ameritrade..., Salesforce.com, Orion Advisor Services, Microsoft Excel, PowerPoint, Finance, Securities, Financial Services

Education
Creighton University's Heider College of Business   2006 — 2009
Master's degree, Master of Investment Management and Financial Analysis (MIMFA)

Nebraska Wesleyan University   1997 — 2001
BS, Business Administration

Washington University in St. Louis   2000 — 2000
Mechanical Engineering

Mason Davis Mason Davis Omaha, Nebraska Details
Mason Davis's SMITH HAYES Financial Services Experience May 2009 - August 2009
Job Business Project Consultant at CSG International
Industry Information Technology and Services
Experience
CSG International  March 2015 - Present
WorldView LTD  July 2014 - March 2015
Waiting4mycheatmeal.wordpress.com   July 2013 - February 2015
National Research Corporation  December 2011 - July 2014
UPS  June 2008 - January 2012
SMITH HAYES Financial Services   May 2009 - August 2009

Skills
Microsoft Office, Data Mining, Simulation Software, Customer Service, Public Speaking, Microsoft Excel, Marketing, PowerPoint, Sales, Microsoft Word, Time Management, Event Planning, Social Media, Leadership, Marketing Strategy, Research, Customer Satisfaction, Data Analysis, Social Networking, Advertising, Social Media Marketing, Account Management, Analysis, Coaching

Education
University of Nebraska-Lincoln   2007 — 2011
BSBA, Business Administration

National Academy of Sports Medicine
Personal Training Certification

Ashley Roh Ashley Roh Omaha, Nebraska Details
Ashley Roh's SMITH HAYES Financial Services Experience September 2013 - December 2014
Job Intern at SMITH HAYES Financial Services
Industry
Experience
Werner Enterprises  December 2014 - Present
SMITH HAYES Financial Services   September 2013 - December 2014
Platinum Supplemental Insurance, Inc.   May 2013 - August 2013
The Walking Company Holdings, INC  February 2012 - January 2013

Skills
Investments, Portfolio Management, Financial Services, Securities, FINRA, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Office, Morningstar, Customer Service, Social Media, Sales, Streetscape, Business Strategy, Microsoft Word

Education
Grace University   2012 — 2014
Bachelor's Degree, Business Administration and Management, General, Senior

University of Nebraska at Omaha   2009 — 2011

Amy Uehling, PHR Amy Uehling, PHR Ankeny, Iowa Details
Amy Uehling, PHR's SMITH HAYES Financial Services Experience August 2006 - February 2009
Job Human Resource Specialist (Employee & Labor Relations)
Industry Government Administration
Experience
DoD - United States Air Force   February 2009 - Present
U.S. Department of Veterans Affairs   November 2014 - March 2015
SMITH HAYES Financial Services   August 2006 - February 2009
Nebraska Title Company  July 2005 - August 2006

Skills
Policy, Employee Relations, Performance Management, Human Resources, Government, Microsoft Office, HRIS, HR Policies, Coaching, Management

Education
University of Nebraska-Lincoln   2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General, GPA 3.35

Kristi Leth Kristi Leth United States Details
Kristi Leth's SMITH HAYES Financial Services Experience October 2007 - October 2008
Job Broker Dealer Support/Trades Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  October 2008 - Present
SMITH HAYES Financial Services   October 2007 - October 2008
Allstate Financial Services, LLC  March 2007 - October 2007

Skills
Trading, Margin, Customer Service

Education
Minnesota State University, Mankato   1996 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General

Minnesota State University, Mankato

Shannon Linder Shannon Linder Lincoln, Nebraska Details
Shannon Linder's SMITH HAYES Financial Services Experience September 2003 - August 2010
Job Registered Paraplanner at Executive Wealth Management Ltd
Industry Financial Services
Experience
Executive Wealth Management Ltd   August 2010 - Present
SMITH HAYES Financial Services   September 2003 - August 2010

Skills
Registered Paraplanner, Series 24, Series 7, Series 63, Financial Planning, Financial Services, Series 66

Education
Nebraska Wesleyan University
Bachelor of Science (B.S.)

Sam Goodwin, CPA Sam Goodwin, CPA Lincoln, Nebraska Details
Sam Goodwin, CPA's SMITH HAYES Financial Services Experience December 2006 - April 2008
Job Budget Manager, Madonna Rehabilitation Hospital
Industry Accounting
Experience
Madonna Rehabilitation Hospital  January 2015 - Present
Nebraska Methodist Health System  September 2011 - January 2015
KPMG  October 2009 - September 2011
KPMG  June 2008 - August 2008
SMITH HAYES Financial Services   December 2006 - April 2008
UNION BANK AND TRUST  May 2006 - November 2006

Skills
Accounting, Financial Reporting, Auditing, Internal Controls, General Ledger, Financial Statements, Financial Audits, SEC filings, Financial Analysis, GAAP, CPA, Financial Accounting, Analysis, Finance

Education
University of Nebraska-Lincoln   2008 — 2009
MPA, Master of Professional Accountancy

University of Nebraska-Lincoln   2004 — 2008
BSBA, Accounting

John Andresen, CEBS, CPC, CRSP John Andresen, CEBS, CPC, CRSP San Francisco Bay Area Details
John Andresen, CEBS, CPC, CRSP's SMITH HAYES Financial Services Experience July 2010 - June 2012
Job Retirement Services Professional
Industry Financial Services
Experience
MassMutual Financial Group  July 2012 - Present
SMITH HAYES Financial Services   July 2010 - June 2012
Milliman  July 2000 - July 2010
First National Bank of Omaha  May 1992 - June 2000
ACI Worldwide  1997 - 1998
Vital Learning  1990 - 1992

Skills
Personnel Management, CRM, Employee Benefits, Human Resources, Vendor Management, Training, Investments, Customer Service, Business Planning, Retirement Planning

Education
University of Nebraska at Omaha   1986 — 1990
BA, Psychology, Graduate: Industrial Psychology & MBA Program

Creighton University   1984 — 1985

Creighton Prep   1980 — 1984

Nate Jaeger Nate Jaeger Greater Omaha Area Details
Nate Jaeger's SMITH HAYES Financial Services Experience March 2008 - March 2009
Job Escrow Officer, Omaha Title & Escrow, NP Dodge
Industry Financial Services
Experience
Omaha Title & Escrow, Inc, NP Dodge Title Services   March 2012 - Present
State Farm Insurance  May 2011 - March 2012
TD Ameritrade  September 2010 - May 2011
Nebraska Wesleyan University  January 2010 - May 2010
SMITH HAYES Financial Services   March 2008 - March 2009

Education
Nebraska Wesleyan University   2006 — 2010
B.S. Business Administration/ Marketing Minor, Business, Finance, Marketing, Management

Janae McKee, CFP® Janae McKee, CFP® Greater Omaha Area Details
Janae McKee, CFP®'s SMITH HAYES Financial Services Experience January 2008 - March 2012
Job The McKee Group, members of D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson & Co.   March 2012 - Present
SMITH HAYES Financial Services   January 2008 - March 2012
Rademacher Financial Services   April 2005 - December 2007

Skills
Sales, Analysis, Series 63, Financial Analysis, Wealth Management, Series 7, Investments, Leadership, Mutual Funds, Securities, Management, Portfolio Management

Education
University of Kansas   2004 — 2008
Bachelor of Science in Finance

Justin Carlson Justin Carlson Lincoln, Nebraska Area Details
Justin Carlson's SMITH HAYES Financial Services Experience March 2012 - Present
Job Investment Consultant at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   March 2012 - Present
Wells Fargo Advisors, LLC  June 2007 - March 2012
State Farm Insurance  January 1998 - June 2007

Skills
Retirement Planning, 401k Rollovers, Stocks, Mutual Funds, Bonds, Municipal Bonds, Variable Annuities, College Savings Plans, Life Insurance, Investments, Asset Management, Portfolio Management, Fixed Annuities, Securities, Finance, Series 7, Retirement, Series 63, FINRA, Financial Services, Wealth Management, IRAs, 401k, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Insurance, Financial Planning

Education
University of Nebraska-Lincoln   1993 — 1997
B.S., Business

Blaine Spady Blaine Spady Lincoln, Nebraska Area Details
Blaine Spady's SMITH HAYES Financial Services Experience June 2006 - Present
Job Vice President Public Finance at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   June 2006 - Present
LPL Financial  January 2005 - April 2006
Nanometrics  May 1995 - June 2004

Skills
Financial Modeling, Investments, Financial Analysis, Cross-functional Team..., Mergers, Portfolio Management, Risk Management

Education
University of Nebraska-Lincoln   2005 — 2007
Master of Business Administration, Finance

University of Nebraska-Lincoln   1987 — 1995
Master of Science in Electrical Engineering, Materials Science

Brian Sunderman Brian Sunderman Lincoln, Nebraska Details
Brian Sunderman's SMITH HAYES Financial Services Experience June 2013 - Present
Job Investment Consultant at SMITH HAYES Financial Services focusing on portfolio management and security selection
Industry Financial Services
Experience
SMITH HAYES Financial Services   June 2013 - Present
SMITH HAYES Financial Services   January 2012 - Present
Harding & Shultz PC LLC   September 2010 - January 2012

Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Social Media, Data Analysis, Event Planning, Accounting, Research, Social Networking, Leadership, Financial Reporting, Marketing, Public Relations, Marketing Communications, Analysis, Sales, Investments, Investment Advisory

Education
University of Nebraska-Lincoln   2009 — 2013
Bachelors, Finance, Accounting

University of Nebraska-Lincoln, College of Business Administration   2009 — 2013
Bachelor of Business Administration, Accounting and Finance

Lincoln East High School   2005 — 2009
2009

John T. Connor III, CMA John T. Connor III, CMA Lincoln, Nebraska Details
John T. Connor III, CMA's SMITH HAYES Financial Services Experience February 1998 - October 2000
Job Business Advisor, Client Advocate and Commercial lender in Lincoln
Industry Banking
Experience
First National Bank of Omaha  January 2013 - Present
SunTrust Bank  October 2007 - December 2012
SunTrust Bank  December 2005 - October 2007
SunTrust Bank  September 2003 - December 2005
US Bank  September 2002 - September 2003
SMITH HAYES Financial Services   February 1998 - October 2000

Skills
Commercial Lending, Loans, Finance, Financial Analysis, Commercial Banking, Banking, Credit, Credit Risk, Financial Modeling, Credit Analysis, Consumer Lending, Financial Risk, Commercial Real Estate, Treasury Management

Education
University of Nebraska-Lincoln   2001 — 2003
MA, Management

Nebraska Wesleyan University   1996 — 2000
BS, Business Administration

Lincoln Southeast High School   1994 — 1996

Patty Sacco Krueger Patty Sacco Krueger Greater Omaha Area Details
Patty Sacco Krueger's SMITH HAYES Financial Services Experience October 1997 - February 2007
Job Silverleaf Wealth Management
Industry Financial Services
Experience
Silverleaf Wealth Management   April 2015 - Present
D.A. Davidson & Co.   February 2007 - April 2015
SMITH HAYES Financial Services   October 1997 - February 2007
Smith Barney  May 1995 - October 1997
Ameritrade Holding Corporation  October 1992 - April 1995

Skills
Securities, Investments, Series 7, Wealth Management, Insurance, Retirement Planning, Series 63, Mutual Funds, People Skills, CRM, Fixed Income, New Business Development, Customer Service, Microsoft Excel, Uniform Combined State..., Microsoft Office, Asset Allocation, Leadership, Equities, FINRA, Finance, Financial Services, Strategic Planning

Education
Bellevue University   1991 — 1992
Communications

Brian Zahm Brian Zahm Greater Omaha Area Details
Brian Zahm's SMITH HAYES Financial Services Experience October 1996 - Present
Job Senior Vice President at SMITH HAYES Financial Services
Industry Investment Management
Experience
SMITH HAYES Financial Services   October 1996 - Present
Kirkpatrick Pettis  1996 - 2001

Education
Texas A&M University - Mays Business School   1994 — 1996
MBA, Business

University of Nebraska at Omaha   1989 — 1993
BSBA, Business Administration

Burke High School   1984 — 1987

Susan Koesters Susan Koesters Omaha, Nebraska Details
Susan Koesters's SMITH HAYES Financial Services Experience June 2010 - Present
Job Investment Consultant at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   June 2010 - Present
Pansing Hogan Ernst & Bachman   January 2001 - June 2010

Education
Creighton University School of Law   1998 — 2001
JD, Business and Taxation

University of Nebraska at Omaha   1996 — 1998
BS, Finance

Gretna High School

Kathy Dewhurst Kathy Dewhurst Greater Omaha Area Details
Kathy Dewhurst's SMITH HAYES Financial Services Experience Vice President-Employee Relations OfficerSMITH HAYES Financial ServicesJune 2002 - Present
Job Vice PresidentEmployee Relations Officer at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   Vice President-Employee Relations OfficerSMITH HAYES Financial ServicesJune 2002 - Present
Kirkpatrick Pettis  January 1984 - June 2002

Skills
Human Resources, Career Development, Customer Satisfaction, Employee Relations, Sales, Policy, Performance Management, Marketing, Mutual Funds, Securities, Series 7, Investments

Education
University of Nebraska at Omaha

Adam Salistean Adam Salistean Chicago, Illinois Details
Adam Salistean's SMITH HAYES Financial Services Experience January 2013 - December 2013
Job Fixed Income Consultant at FactSet
Industry Financial Services
Experience
FactSet  July 2014 - Present
UNL Dance Marathon   April 2013 - February 2014
SMITH HAYES Financial Services   January 2013 - December 2013
Beta Theta Pi  June 2012 - June 2012

Skills
Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Strategic Planning, Data Analysis, Social Media, Customer Service, Financial Analysis, Research, Marketing, Access, Sales, Surgical Navigation

Education
University of Nebraska-Lincoln   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Junior

Aaron Konen Aaron Konen Greater Omaha Area Details
Aaron Konen's SMITH HAYES Financial Services Experience May 2009 - April 2010
Job Corporate Development and Planning at West Corporation
Industry Investment Banking
Experience
West Corporation  June 2013 - Present
Corporate Ventures, Inc.   April 2010 - May 2013
SMITH HAYES Financial Services   May 2009 - April 2010

Education
Creighton University   2008 — 2010
Master's of Business Administration

Creighton University   2008 — 2010
Master's of Security Analysis and Portfolio Management

University of Nebraska-Lincoln   2002 — 2005
Bachelor's - Finance

CFA Charterholder

Thomas Hickman Thomas Hickman Salt Lake City, Utah Details
Thomas Hickman's SMITH HAYES Financial Services Experience July 2008 - December 2008
Job FP&A Financial Analyst at Bonneville International
Industry Broadcast Media
Experience
Bonneville International  July 2015 - Present
TS Bank  March 2013 - July 2015
TS Bank  November 2011 - March 2013
TS Bank  June 2010 - October 2011
The Strawhecker Group  July 2009 - June 2010
Mutual of Omaha  January 2009 - June 2009
SMITH HAYES Financial Services   July 2008 - December 2008

Skills
Portfolio Management, Investments, Fixed Income, Credit Analysis, Finance, Analysis, Credit, Municipal Bonds, Derivatives, Bloomberg Terminal, Financial Statement..., Hedge Funds, Mergers & Acquisitions, Capital Markets, Financial Risk, Commercial Lending, Banking, Loans, Bonds, Equities, Economics, Financial Analysis, Underwriting, Financial Modeling, Risk Management

Education
Creighton University's Heider College of Business   2006 — 2010
BSBA, Finance

University of International Business and Economics - Beijing, China   2009 — 2009
International Economics

Mount Michael Benedictine High School   2002 — 2006

George L. Morgan, M.S.M. George L. Morgan, M.S.M. Greater Omaha Area Details
George L. Morgan, M.S.M.'s SMITH HAYES Financial Services Experience July 1988 - December 2010
Job Investment Educator
Industry Higher Education
Experience
University of Nebraska, Omaha Executive MBA Program   January 2011 - Present
University of Nebraska at Omaha  December 2010 - Present
SMITH HAYES Financial Services   July 1988 - December 2010
Ameritas Investment Corp.  May 1986 - June 1988
Bank of the West  March 1979 - March 1986

Skills
Adult Education, Published Author, Public Speaking, Market Research, Non-profits

Education
Purdue University   1971 — 1973
MSM, Economics, Finance

San Diego State University   1961 — 1965
B.S., Economics

Nathan Eccles Nathan Eccles Charlotte, North Carolina Details
Nathan Eccles's SMITH HAYES Financial Services Experience June 2011 - May 2012
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC  July 2014 - Present
McCarthy Capital Corporation  June 2012 - June 2014
SMITH HAYES Financial Services   June 2011 - May 2012
Acclaro Valuation Advisors  January 2011 - May 2011

Education
Creighton University   2010 — 2012
MS, Finance

Winthrop University   2006 — 2010
BA, Economics

Colton Wieck Colton Wieck Greater Omaha Area Details
Colton Wieck's SMITH HAYES Financial Services Experience March 2014 - November 2014
Job Creighton University Undergraduate
Industry Investment Management
Experience
Creighton Portfolio Practicum Investment Group   February 2015 - Present
Westwood Holdings Group, Inc.   December 2014 - Present
SMITH HAYES Financial Services   March 2014 - November 2014
Creighton University  October 2013 - February 2014

Skills
Financial Accounting, Financial Analysis, Economics, Economic Research, Customer Service, Social Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Creative Problem Solving, Dedication to work, Organization, Team Leadership, Close Attention to..., Time Management

Education
Creighton University   2012 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Finance and Economics Double Major, Senior

Creighton Preparatory High School   2008 — 2012
High School Diploma, Graduate

Susan McNamara Musil Susan McNamara Musil Melbourne, Florida Area Details
Susan McNamara Musil's SMITH HAYES Financial Services Experience 1999 - 2007
Job Investment Adviser Representative at SMM Financial Services
Industry Financial Services
Experience
SMM Financial Services - Precision Capital Management   May 2015 - Present
Horter Investment Management, LLC  January 2013 - April 2015
ING Financial Partners  September 2007 - December 2012
SMITH HAYES Financial Services   1999 - 2007

Skills
401k Rollovers, Roth IRA, IRAs, Manage Client..., Investment Management, Financial Advisory, Financial Services, Indexed Annuities, Retirement Planning, Investments, Wealth Management, Series 65, Asset Allocation

Education
Lincoln Pius X   1962 — 1965

Missouri State University
BS, Education

University of Nebraska at Omaha
MS, Special Education

Blake Lawrence Blake Lawrence Lincoln, Nebraska Area Details
Blake Lawrence's SMITH HAYES Financial Services Experience May 2009 - August 2009
Job Founder/CEO at opendorse
Industry Marketing and Advertising
Experience
opendorse  September 2012 - Present
Hurrdat Social Media  August 2010 - Present
Pipeline Entrepreneurs   January 2012 - Present
FileBound  February 2010 - August 2010
BrightLine iTV  May 2010 - July 2010
SMITH HAYES Financial Services   May 2009 - August 2009

Skills
Social Media, Social Media Marketing, Social Networking, Marketing, SaaS, Salesforce.com, Advertising, Copywriting, Entrepreneurship, Microsoft Office, Online Advertising, Public Relations, Strategy, Marketing Strategy, Digital Marketing, Start-ups, Facebook, Public Speaking, Event Planning, Business Development, Analytics, Marketing Research, Mexican Cuisine, Swimming, CRM

Education
University of Nebraska-Lincoln   2010 — 2012
MBA, Strategic Marketing

University of Nebraska-Lincoln   2007 — 2009
BSBA, Marketing

Ben Yelkin Ben Yelkin Lincoln, Nebraska Area Details
Ben Yelkin's SMITH HAYES Financial Services Experience 2004 - 2006
Job Senior Account Director at MackayMitchell Envelope Company
Industry Marketing and Advertising
Experience
MackayMitchell Envelope Company  August 2012 - Present
Running Down GBS   December 2012 - Present
AlanizMetrogroup a Qdmh Company   March 2012 - July 2012
Pickering Creative Group  September 2011 - March 2012
Redfield and Company   June 2008 - September 2011
MetroGroup Marketing Services   2006 - May 2008
Smith Hayes Financial Services   2004 - 2006
Allstate  2002 - 2004
Waddell & Reed  2001 - 2002

Skills
New Business Development, National Account Sales, Direct Sales, Negotiation, Direct Marketing, Project Management, Direct Mail, Marketing Strategy, Marketing Communications, Marketing, Non-profits, Account Management, Nonprofits, Business Development, Sales, Advertising, Online Advertising, Sales Process, Budgets, Sales Management, B2B, Strategy, Training, Lead Generation, Integrated Marketing, Email Marketing

Education
University of Nebraska-Lincoln   1995 — 2001
Bachelors of Journalism, Advertising

Matt Kleager, CERTIFIED FINANCIAL PLANNER™ Matt Kleager, CERTIFIED FINANCIAL PLANNER™ Lincoln, Nebraska Area Details
Matt Kleager, CERTIFIED FINANCIAL PLANNER™'s SMITH HAYES Financial Services Experience September 2001 - Present
Job Investment Consultant and Financial Planner at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   September 2001 - Present
US Army  September 1997 - September 2001

Skills
Investments, Employee Benefits, Finance, Financial Services, Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Risk Management, Customer Service, FINRA

Education
Texas Christian University   1993 — 1997
BS

Trish Anderson Trish Anderson Lincoln, Nebraska Details
Trish Anderson's SMITH HAYES Financial Services Experience August 2011 - December 2013
Job You never know if the next thing you try will be the best thing you try.
Industry Marketing and Advertising
Experience
RKD Alpha Dog   December 2014 - Present
Kenworth of Lincoln   January 2013 - November 2014
SMITH HAYES Financial Services   August 2011 - December 2013
Nebraska Wesleyan University  January 2010 - May 2011
State of Nebraska  May 2010 - April 2011
Victoria's Secret  April 2007 - January 2011

Skills
Public Relations, Event Planning, Marketing, Facebook, Customer Service, Social Media, Microsoft Office, Public Speaking, Press Releases, Social Media Marketing, Research, Microsoft Word, Customer Satisfaction, Event Management, Social Networking, PowerPoint, Advertising, Fundraising, Microsoft Excel, Newsletters, Adobe Creative Suite

Education
Concordia University-Seward   2014 — 2016
Master of Business Administration (MBA), Marketing

Nebraska Wesleyan University   2007 — 2011
BA, Business Administration and Communication

Jay Guy Jay Guy Houston, Texas Details
Jay Guy's SMITH HAYES Financial Services Experience April 2013 - January 2014
Job Credit Analyst at Cadence Bank, N.A.
Industry Banking
Experience
Cadence Bank, N.A.   November 2014 - Present
NMotion, Inc.   April 2014 - September 2014
University of Nebraska–Lincoln  January 2014 - March 2014
SMITH HAYES Financial Services   April 2013 - January 2014
University of Nebraska-Lincoln  January 2010 - January 2014
Aldine ISD  May 2009 - August 2009

Skills
Microsoft Office 2007, Interest Calculation, Financial Reporting, Community Outreach, Connecting People, PowerPoint, Sports Marketing, Microsoft Word, Leadership, Microsoft Excel, Social Networking, Entrepreneurship, Event Planning, Microsoft Office, Facebook, Marketing, Research, Public Speaking, Management, Teamwork, Finance, Strategic Planning, Financial Analysis, Time Management, Team Leadership, Coaching, Banking

Education
University of Nebraska-Lincoln   2014 — 2014
Bachelor's degree, Business Management w/ emphasis in Entrepreneurship

University of Nebraska-Lincoln   2010 — 2013
Bachelor's Degree, Business Administration and Management, General and minor in Sociology, graduate

Eric Oman Eric Oman Lincoln, Nebraska Details
Eric Oman's SMITH HAYES Financial Services Experience May 2015 - Present
Job Finance Intern at SMITH HAYES Financial Services
Industry Accounting
Experience
SMITH HAYES Financial Services   May 2015 - Present
Stacy's Locker Room   June 2014 - May 2015
Russ's Market  October 2011 - May 2013

Skills
Microsoft Office, Financial Accounting, Strong Verbal and..., Organization Skills, Time Management, Team Leadership, Microsoft Word, Public Speaking, Social Media, Microsoft Excel, Social Networking

Education
University of Nebraska-Lincoln   2013 — 2017
Bachelor's Degree, Accounting and Finance, Current GPA: 3.762/4.00

Eric Hines Eric Hines Greater New York City Area Details
Eric Hines's SMITH HAYES Financial Services Experience January 2007 - September 2009
Job Director at Mitsubishi UFJ Securities
Industry Investment Banking
Experience
Mitsubishi UFJ Securities  September 2009 - Present
SMITH HAYES Financial Services   January 2007 - September 2009
SMITH HAYES Financial Services   August 2005 - December 2006

Skills
Equities, Portfolio Management, Series 7, Capital Markets, Investments, Securities, Sales, Customer Service, Cold Calling, Series 63, Asset Management, Equity Research, Bonds, Institutional...

Education
University of Nebraska-Lincoln   2002 — 2006
BS, Finance

Clinton Rushing, CFA Clinton Rushing, CFA Greater Omaha Area Details
Clinton Rushing, CFA's SMITH HAYES Financial Services Experience September 2013 - Present
Job Vice PresidentInvestment & Brand Strategy at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   September 2013 - Present
Kimberly-Clark  June 2013 - August 2013
SMITH HAYES Financial Services   February 2011 - August 2013
SMITH HAYES   2001 - January 2011

Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Risk Management, Economics, Bloomberg, Asset Managment, Trading, Microsoft Excel, Microsoft Office, Derivatives, Analysis, Strategy

Education
Northwestern University - Kellogg School of Management   2011 — 2014
Finance, Strategy & Marketing

University of Nebraska at Omaha   1997 — 2001
Double Major in Finance & Banking

Millard West

Joshua Weisenburger Joshua Weisenburger Greater Minneapolis-St. Paul Area Details
Joshua Weisenburger's SMITH HAYES Financial Services Experience February 2005 - May 2005
Job Finance Controller, Catalyst Program at Ecolab
Industry Chemicals
Experience
Ecolab  July 2014 - Present
Ecolab  May 2013 - June 2014
Ecolab  July 2011 - April 2013
Kiewit Corporation  April 2007 - August 2009
Kiewit Corporation  June 2005 - March 2007
SMITH HAYES Financial Services   February 2005 - May 2005

Education
University of Minnesota - Carlson School of Management   2009 — 2011
MBA

Creighton University   2001 — 2005
BSBA, Finance

Teresa O'Grady Teresa O'Grady Greater Omaha Area Details
Teresa O'Grady's SMITH HAYES Financial Services Experience March 2015 - Present
Job AVP, Senior Compliance Officer at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   March 2015 - Present
SMITH HAYES Financial Services   July 2005 - February 2015
Kirkpatrick Pettis  January 1999 - May 2005
Securities America  June 1992 - January 1999
Ameritrade  February 1989 - June 1992

Skills
Compliance, Investment Advisory, Financial Services, Asset Management, Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Securities, Series 24, Equities

Education
Northwest Missouri State University   1983 — 1986

Cathedral High School   1979 — 1983

Adam Fitzmaurice Adam Fitzmaurice Lenexa, Kansas Details
Adam Fitzmaurice's SMITH HAYES Financial Services Experience June 2011 - August 2011
Job Treasury/Insurance Analyst at MIQ Logistics
Industry Logistics and Supply Chain
Experience
MIQ Logistics  August 2014 - Present
MIQ Logistics  August 2013 - July 2014
Creighton University Portfolio Practicum   August 2011 - May 2012
Creighton Department of Campus Recreation   August 2010 - May 2012
SMITH HAYES Financial Services   June 2011 - August 2011
Creighton Department of Campus Recreation   January 2009 - May 2010

Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Research, Financial Analysis, Data Analysis, Management, Finance, Excel, Spanish, Word, Bloomberg Terminal, Public Speaking, Data Entry, Outlook, Analysis, Property & Casualty..., Cargo Insurance, Treasury Services

Education
Creighton University   2007 — 2012
Bachelor, Business Administration; Finance & International Business

Matthew Banker, ARM, AIC Matthew Banker, ARM, AIC Dallas/Fort Worth Area Details
Matthew Banker, ARM, AIC's SMITH HAYES Financial Services Experience October 2007 - May 2008
Job Claims Analyst
Industry Insurance
Experience
Dean Foods  January 2015 - Present
Liberty Mutual Insurance  April 2012 - December 2014
Liberty Mutual Insurance  July 2008 - April 2012
SMITH HAYES Financial Services   October 2007 - May 2008

Skills
Workers Compensation, Insurance, Liability, Claims Management, Litigation Management, Claim, Negotiation, Mediation, Commercial Lines, Litigation, Commercial Insurance, Customer Service, Claims Handling, Property & Casualty..., Risk Management, Personal Injury, Casualty, Subrogation, Legal Liability, Leadership, Relationship Management, Workers' Compensation...

Education
Creighton University   2004 — 2008
BSBA, Finance and Marketing

Phyllis Nelson Phyllis Nelson Lincoln, Nebraska Area Details
Phyllis Nelson's SMITH HAYES Financial Services Experience 2012 - Present
Job Compliance Auditor at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   2012 - Present
Securities America  2007 - 2011
TD AMERITRADE  1996 - 2007

Skills
Securities, Series 7, FINRA, Series 24, Mutual Funds, Uniform Combined State..., Risk Management, Series 63, Series 65, Financial Services, AML, Retirement Planning, Investments, Fixed Income, Bonds, Asset Management, Investment Advisory

Education
Oklahoma City University School of Law   1986 — 1989
JD

Steve Wilbur, CFS Steve Wilbur, CFS Greater Omaha Area Details
Steve Wilbur, CFS's SMITH HAYES Financial Services Experience September 2014 - Present
Job Senior Vice PresidentWealth Adviser at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   September 2014 - Present
Carter Lake Preservation Society   January 2012 - Present
Carson Wealth Management Group  September 2000 - September 2014
City of Carter Lake   January 2006 - December 2009
American Express Financial Advisors  March 1997 - April 1997

Skills
Securities, Finance, Wealth, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Investments, Financial Advisory, Financial Services, Investment Selection, Series 7, Asset Allocation, Series 63, Investment Strategies

Education
Chadron State College   1993 — 1997
BA, Finance

Michael Harm, CRPC Michael Harm, CRPC Lincoln, Nebraska Area Details
Michael Harm, CRPC's SMITH HAYES Financial Services Experience February 2004 - July 2005
Job Financial Professional
Industry Financial Services
Experience
Allstate Financial Services  August 2005 - Present
SMITH HAYES Financial Services   February 2004 - July 2005
Waddell & Reed  2001 - 2003

Skills
Insurance, Investments, Qualified Retirement..., Tax-planning, Saving for Education, Management, Computers, Woodworking, Weightlifting, Series 7, Series 24, Series 65, IRAs, Fixed Annuities, Financial Services, Series 6, Retirement, Life Insurance, Retirement Planning, Series 63, Financial Planning, Mutual Funds, Customer Service, Term Life Insurance, Securities, 401k, Long-term Care, Estate Planning

Education
Doane College   2009 — 2014
MAM, Management

College for Financial Planning   2007 — 2008
Chartered Retirement Planning Counselor

University of Nebraska-Lincoln   1997 — 2001
BSBA, Finance

College for Financial Planning
Chartered Retirement Planning Counselor - CRPC

Jeanne Brown Jeanne Brown Greater Omaha Area Details
Jeanne Brown's SMITH HAYES Financial Services Experience January 2007 - November 2009
Job Administrative Assistant
Industry Financial Services
Experience
Waddell & Reed  March 2010 - Present
SMITH HAYES Financial Services   January 2007 - November 2009
Hospice House   October 2006 - June 2009
Sitel  1989 - 2007

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Healthcare, Event Planning, Research, Medical Terminology, Leadership, Public Speaking, Time Management, Customer Satisfaction, Insurance, Administrative..., Customer Service, Employee Relations, Management, Process Improvement, Software Documentation, Training, Vendor Management

Education
Metropolitan Community College   1972 — 1973
License Practical Nurse, Nursing

Kristi Leth Kristi Leth Lincoln, Nebraska Area Details
Kristi Leth's SMITH HAYES Financial Services Experience October 2007 - October 2008
Job Brokerage Services/Trade Specialist at Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services  October 2008 - Present
SMITH HAYES Financial Services   October 2007 - October 2008
Allstate Financial  January 2007 - October 2007
Allstate Financial  May 2005 - January 2007
Allstate Financial  September 2003 - May 2005
Allstate Financial  July 2002 - August 2003

Education
Minnesota State University, Mankato   1996 — 2001
BA, English

Angel Peterson Angel Peterson Greater Omaha Area Details
Angel Peterson's SMITH HAYES Financial Services Experience May 2013 - Present
Job Operations Manager, Smith Hayes Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   May 2013 - Present
Lincoln Financial Group  January 2013 - May 2013
TD Ameritrade  1997 - 2012

Skills
Series 7, Customer Relations, Performance Management, Operations Management, Coaching, Team Building, Sales Management, Series 63, Series 24, Customer Service, Uniform Combined State..., Mutual Funds, FINRA, Recruiting, Securities, Risk Management, Series 65, Insurance, Management, Wealth Management, Financial Services, 401k, Investments, Asset Allocation, Relationship Management, Retirement Planning, Investment Advisory, Retirement, Portfolio Management, Asset Management, Equities, Bonds, Options, Strategic Financial..., Trading, Financial Advisory, Investment Strategies, Fixed Income, Alternative Investments, AML, Finance, Investment Management, Equity Trading, Financial Markets, Back Office, Trading Systems, Hedge Funds, Banking, Technical Analysis, Financial Planning

Education
Bellevue University   2001 — 2003

Bellevue University   2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Communication

David Callen David Callen Lincoln, Nebraska Area Details
David Callen's SMITH HAYES Financial Services Experience May 2006 - August 2006
Job Middle East Affairs Specialist
Industry International Affairs
Experience
The University of Arizona  August 2010 - December 2014
CATS Academics, University of Arizona   August 2010 - December 2013
Target  November 2008 - December 2009
Smith Hayes Financial Services   May 2006 - August 2006

Skills
Arabic, Spanish

Education
University of Arizona   2010 — 2015
Doctor of Philosophy (Ph.D.), Middle Eastern and North African Studies

Tel Aviv University   2006 — 2008
MA, Middle East Studies

Texas Christian University   2002 — 2006
BA, Biology; History

TJ Thull TJ Thull Omaha, Nebraska Details
TJ Thull's SMITH HAYES Financial Services Experience February 1999 - August 2011
Job Property Manager at Greenslate Development
Industry Real Estate
Experience
Greenslate Development   August 2015 - Present
AdPointe   May 2015 - August 2015
Eggers Consulting  December 2012 - May 2015
SMITH HAYES Financial Services   February 1999 - August 2011
DWS-Scudder-Kemper   January 1998 - January 1999
John Nuveen   June 1996 - January 1998

Skills
Investments, Recruiting, Marketing, Portfolio Management, Securities, Series 7, Entrepreneurship, Strategic Planning, Sales Operations, Business Planning, Executive Search, Commercial Banking, Weath Management

Education
Loyola University Chicago   1994 — 1998
marketing, business

Gorden Pang Gorden Pang Greater Omaha Area Details
Gorden Pang's SMITH HAYES Financial Services Experience May 2008 - May 2009
Job Associate Financial Analyst at ConAgra Foods
Industry Financial Services
Experience
ConAgra Foods  June 2009 - Present
SMITH HAYES Financial Services   May 2008 - May 2009
Resources Insurance Consultant   May 2007 - August 2007

Education
Creighton University   2005 — 2009
BSBA, Finance, International Business

Southwest University for Nationalities   2006 — 2006
Economics & Anthropology

Brandon Mann Brandon Mann Lincoln, Nebraska Area Details
Brandon Mann's SMITH HAYES Financial Services Experience January 2012 - Present
Job Vice President of Sales
Industry Financial Services
Experience
SMITH HAYES Financial Services   January 2012 - Present
SMITH HAYES Financial Services   May 2009 - December 2011

Education
University of Nebraska-Lincoln   1990 — 1995
Bachelor of Science - Business Administration

Gorden Pang Gorden Pang Sacramento, California Area Details
Gorden Pang's SMITH HAYES Financial Services Experience May 2008 - May 2009
Job Financial Analyst
Industry Financial Services
Experience
ConAgra Foods  June 2009 - June 2011
SMITH HAYES Financial Services   May 2008 - May 2009

Skills
SAP, Financial Forecasting, Variance Analysis, Finance, Cost Accounting, Forecasting, Financial Analysis, Financial Modeling, Bloomberg, Investments, Valuation, Strategic Financial..., Sarbanes-Oxley Act

Education
UC Davis
Biology/Biological Sciences, General

Creighton University   2005 — 2009
BSBA, Finance, International Business

Southwest University for Nationalities   2006 — 2006
Chinese Economics and Anthropology

Edmond Lee Edmond Lee Greater New York City Area Details
Edmond Lee's SMITH HAYES Financial Services Experience October 2004 - May 2005
Job Cognos Expert (BI, TM1)
Industry Computer Software
Experience
BIC  November 2014 - April 2015
Fiserv  September 2006 - April 2010
Wells Fargo Bank  January 2006 - May 2006
Wells Fargo Bank  September 2005 - January 2006
SMITH HAYES Financial Services   October 2004 - May 2005
Creighton University  February 2003 - September 2004

Skills
Business Intelligence, Software Documentation, SDLC, Analysis, Windows, Software Project..., Process Improvement, Project Management, Team Leadership, HTML, Account Management

Education
Creighton University   2003 — 2005
Masters, MBA

University of Nebraska-Lincoln   1997 — 2000
B.Sc., Computer Engineering

Julia Todd Julia Todd Greater Omaha Area Details
Julia Todd's SMITH HAYES Financial Services Experience May 2008 - October 2012
Job Fee Based Administrator at Smith Hayes
Industry Financial Services
Experience
Smith Hayes   February 2013 - September 2014
COR Clearing  October 2012 - January 2013
SMITH HAYES Financial Services   May 2008 - October 2012
Securities America, Inc. Member FINRA/SIPC   March 1996 - August 2007

Skills
Series 24, Portfolio Management, Securities, Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Risk Management, FINRA

Education
Iowa State University   1988 — 1994
Bachelors, History

Denise Deter Denise Deter Lincoln, Nebraska Area Details
Denise Deter's SMITH HAYES Financial Services Experience May 2000 - Present
Job
Industry Financial Services
Experience
SMITH HAYES Financial Services   May 2000 - Present
ConAgra Foods  July 1998 - September 1999

Skills
Microsoft Office, Excel, Customer Service, Customer Relations, Word, CRM software, Thomson One, Morningstar, Series 7, Series 66

Education
University of Nebraska-Lincoln   1994 — 1998
BSBA, Business Administration and Management, General

Denise Deter, RP Denise Deter, RP Lincoln, Nebraska Area Details
Denise Deter, RP's SMITH HAYES Financial Services Experience May 2000 - Present
Job Registered Paraplanner, Senior Registered Associate at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   May 2000 - Present

Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Registered Paraplanner

Education
University of Nebraska-Lincoln   1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Daniel Knauff Daniel Knauff United States Details
Daniel Knauff's SMITH HAYES Financial Services Experience May 2008 - December 2008
Job Associate at Citi
Industry
Experience
Citi  April 2011 - Present
Footprints Asset Management & Research   May 2009 - May 2010
SMITH HAYES Financial Services   May 2008 - December 2008

Education
Creighton University   2006 — 2010
BA, Finance & Economics

Ryan Grieb Ryan Grieb Greater Omaha Area Details
Ryan Grieb's SMITH HAYES Financial Services Experience March 2008 - March 2010
Job Financial Analyst II at First National Bank of Omaha
Industry Banking
Experience
First National Bank of Omaha  July 2011 - Present
Ameritas  June 2010 - July 2011
Bob FitzSimmons CFP   January 2008 - May 2010
SMITH HAYES Financial Services   March 2008 - March 2010

Skills
Financial Analysis, Insurance, Risk Assessment, Risk Management, Financial Risk, Strategic Financial..., Finance, Banking

Education
University of Nebraska-Lincoln   2006 — 2010
Bachelor, Finance/Economics

Smith Tom Smith Tom Lincoln, Nebraska Area Details
Smith Tom's SMITH HAYES Financial Services Experience December 1985 - Present
Job chairman at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   December 1985 - Present

Education
University of Nebraska-Lincoln   1963 — 1968
bachelor of science, business administration

Jeff Semrad Jeff Semrad Lincoln, Nebraska Details
Jeff Semrad's SMITH HAYES Financial Services Experience March 2009 - Present
Job Investment Consultant at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   March 2009 - Present
A.G. Edwards & Sons, Inc.   September 2001 - March 2009

Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Finance

Owen Saddler Owen Saddler Greater Omaha Area Details
Owen Saddler's SMITH HAYES Financial Services Experience 2002 - 2007
Job Manager of Omaha Office at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   2002 - 2007

Education
University of Nebraska-Lincoln   1962 — 1967
Bachelor's Degree, Business Administration and Management, General

Larry Brenner Larry Brenner Columbus, Nebraska Details
Larry Brenner's SMITH HAYES Financial Services Experience January 1988 - Present
Job Vice President at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   January 1988 - Present
Brenner Furniture Company Inc.   June 1972 - May 1985

Skills
Investments

Education
The University of South Dakota
Bachelor of Arts (B.A.), English/Communications

Drew Kotil Drew Kotil Crete, Nebraska Details
Drew Kotil's SMITH HAYES Financial Services Experience August 2005 - May 2011
Job Director of IT at Crete Area Medical Center
Industry Information Technology and Services
Experience
Crete Area Medical Center  November 2014 - Present
Healthcare Data Solutions (HDS)   May 2011 - November 2014
SMITH HAYES Financial Services   August 2005 - May 2011

Skills
Business Intelligence, Strategic Planning, Microsoft SQL Server, Data Analysis, Business Analysis, Project Management, Process Improvement, SQL, Vendor Management, Databases, Analysis, Visio, Leadership, CRM

Education
Bellevue University   2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Tanner Leick Tanner Leick Geneva, Nebraska Details
Tanner Leick's SMITH HAYES Financial Services Experience January 2013 - Present
Job Intern at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services   January 2013 - Present
Menards  October 2011 - January 2013
Sargent Drilling   May 2011 - August 2011

Skills
Investments, Financial Analysis, Financial Modeling, Economics, Portfolio Management, Securities, Fixed Income, Microsoft Excel, Microsoft Office, Valuation, Finance, Equities

Education
University of Nebraska-Lincoln   2011 — 2015

Drew Farrar Drew Farrar Lincoln, Nebraska Details
Drew Farrar's SMITH HAYES Financial Services Experience January 2014 - Present
Job Intern at SMITH HAYES Financial Services
Industry Real Estate
Experience
SMITH HAYES Financial Services   January 2014 - Present
WRK,LLC   March 2011 - August 2013
Babe Ruth Baseball  February 2011 - July 2013

Skills
Leadership, Event Planning, Time Management, Due Diligence, Public Speaking, Microsoft Word

Education
University of Nebraska-Lincoln   2013 — 2017