Smith, Moore & Company
Industry: Company
DescriptionFounded: 1913 Subsidiaries: Smith, Moore & Co., Research Division, Smith, Moore & Co., Asset Management Arm
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Smith, Moore & Company Employees
Employee
Years
Job
Industry
Kelly Stonebarger Kelly Stonebarger's Smith, Moore & Company Experience June 1998 - March 2000
Job Financial Planning Specialist at Axius Financial
Industry Financial Services
Experience
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
AXIUS Financial February 2011 - Present
Genex Financial August 2008 - February 2011
A.G. Edwards March 2005 - August 2008
Moneta Group March 2004 - December 2004
A.G. Edwards March 2000 - March 2004
Smith, Moore & Company June 1998 - March 2000
Skills
Personal Financial..., Budget, Education Planning, Retirement Planning, Estate Planning, Risk Management, Survivor Income, Financial Planners, Finance, Series 7, Financial Advisory, Disability Insurance, Strategic Financial..., Securities, Uniform Combined State..., Wealth, Financial Services, Investments, Financial Planning, Wealth Management
Education
Lindenwood University 2001 — 2002
MBA, Management
Lindenwood University 1996 — 1999
BA, Sales/Marketing
Lewis-Palmer High School 1990 — 1994
High School, College Prep
Kaplan University
CFP
Art ODell Art ODell's Smith, Moore & Company Experience December 1989 - Present
Job Vice President at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company December 1989 - Present
Skills
Fixed Income, Series 7
Education
Saint Louis University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Smith, Moore & Company December 1989 - Present
Skills
Fixed Income, Series 7
Education
Saint Louis University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Erin Baskett, CPA, CGMA Erin Baskett, CPA, CGMA's Smith, Moore & Company Experience May 2010 - August 2012
Job Managing Partner CFO/CCO
Industry Financial Services
Experience
Autonomous Research US LP August 2012 - Present
Autonomous Research Foundation US August 2013 - Present
Smith, Moore & Company May 2010 - August 2012
Wolfe Nilges Nahorski June 2004 - May 2010
Moneta Group 2003 - 2004
A.G. Edwards 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, Audit, Internal Controls, Accruals, Monthly Close, Full Cycle Accounting, General Ledger..., Monthly Reporting, Annual Budgets, Year End Close, Financial Management, Cash Management, Forecasting, Executive Management, Executives, Corporate Finance, Financials, Financial Control, Procedure Design, Series 24, FINOP, Year-end Close, Financial Audits, GAAP, Financial Services, Financial Statements, Finance, Investments, SEC filings, CPA, Financial Accounting, Tax, Strategic Financial..., Revenue Recognition, Tax Preparation, Corporate Tax, Consolidation, Asset Management, CFOs, Operations Management, Compliance, Legal Compliance, US GAAP, Cash Flow, Cost Accounting, Variance Analysis
Education
Lindenwood University
MBA, Accounting, Business
University of Missouri-Saint Louis
BSBA, Accounting, Finance
Autonomous Research US LP August 2012 - Present
Autonomous Research Foundation US August 2013 - Present
Smith, Moore & Company May 2010 - August 2012
Wolfe Nilges Nahorski June 2004 - May 2010
Moneta Group 2003 - 2004
A.G. Edwards 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Internal Audit, Financial Analysis, Audit, Internal Controls, Accruals, Monthly Close, Full Cycle Accounting, General Ledger..., Monthly Reporting, Annual Budgets, Year End Close, Financial Management, Cash Management, Forecasting, Executive Management, Executives, Corporate Finance, Financials, Financial Control, Procedure Design, Series 24, FINOP, Year-end Close, Financial Audits, GAAP, Financial Services, Financial Statements, Finance, Investments, SEC filings, CPA, Financial Accounting, Tax, Strategic Financial..., Revenue Recognition, Tax Preparation, Corporate Tax, Consolidation, Asset Management, CFOs, Operations Management, Compliance, Legal Compliance, US GAAP, Cash Flow, Cost Accounting, Variance Analysis
Education
Lindenwood University
MBA, Accounting, Business
University of Missouri-Saint Louis
BSBA, Accounting, Finance
Ben Farley Ben Farley's Smith, Moore & Company Experience December 2008 - January 2009
Job Summer Associate at Lewis, Rice & Fingersh
Industry Law Practice
Experience
Lewis, Rice & Fingersh May 2014 - August 2014
St. Louis University High July 2011 - June 2013
St. Louis University High July 2010 - June 2011
St. Joseph County Prosecutor's Office January 2010 - May 2010
Smith, Moore & Company December 2008 - January 2009
House of Commons September 2008 - December 2008
Skills
Writing, Research, JSTOR, Lexis, Project Management, Oral & Written..., Teaching, Coaching, Stata
Education
Washington University in St. Louis School of Law 2013 — 2016
Doctor of Law (JD)
University of Notre Dame 2006 — 2010
Bachelor of Arts (BA), Political Science and Economics & Econometrics
St. Louis University High 2002 — 2006
Lewis, Rice & Fingersh May 2014 - August 2014
St. Louis University High July 2011 - June 2013
St. Louis University High July 2010 - June 2011
St. Joseph County Prosecutor's Office January 2010 - May 2010
Smith, Moore & Company December 2008 - January 2009
House of Commons September 2008 - December 2008
Skills
Writing, Research, JSTOR, Lexis, Project Management, Oral & Written..., Teaching, Coaching, Stata
Education
Washington University in St. Louis School of Law 2013 — 2016
Doctor of Law (JD)
University of Notre Dame 2006 — 2010
Bachelor of Arts (BA), Political Science and Economics & Econometrics
St. Louis University High 2002 — 2006
Sarah Manfucci Sarah Manfucci's Smith, Moore & Company Experience May 2010 - August 2010
Job Academic Advisor at Columbia College St. Louis
Industry Higher Education
Experience
Columbia College August 2014 - Present
Columbia College November 2013 - August 2014
Lindenwood University April 2013 - October 2013
Columbia College May 2011 - April 2013
Southern Illinois University Edwardsville August 2010 - December 2010
Smith, Moore & Company May 2010 - August 2010
Southwestern Illinois College January 2010 - May 2010
Southwestern Illinois College July 2008 - May 2009
Skills
Event Planning, Public Relations, Microsoft Office, Editing, Public Speaking, Social Media, PowerPoint, Higher Education, Microsoft Word, Time Management, Blogging, Social Networking, Event Management, Admissions, Recruiting, Research, Press Releases, Recruitment, Facebook, Fundraising, InDesign, Customer Service, Community Outreach, Newsletters, Project Management
Education
Stephens College 2014 — 2016
Master's in Strategic Leadership, Strategic Leadership
Southern Illinois University, Edwardsville 2009 — 2011
Bachelor of Science (B.S.), Speech Communication & Public Relations
Southwestern Illinois College 2008 — 2009
Associate of Arts, Communication
Columbia College August 2014 - Present
Columbia College November 2013 - August 2014
Lindenwood University April 2013 - October 2013
Columbia College May 2011 - April 2013
Southern Illinois University Edwardsville August 2010 - December 2010
Smith, Moore & Company May 2010 - August 2010
Southwestern Illinois College January 2010 - May 2010
Southwestern Illinois College July 2008 - May 2009
Skills
Event Planning, Public Relations, Microsoft Office, Editing, Public Speaking, Social Media, PowerPoint, Higher Education, Microsoft Word, Time Management, Blogging, Social Networking, Event Management, Admissions, Recruiting, Research, Press Releases, Recruitment, Facebook, Fundraising, InDesign, Customer Service, Community Outreach, Newsletters, Project Management
Education
Stephens College 2014 — 2016
Master's in Strategic Leadership, Strategic Leadership
Southern Illinois University, Edwardsville 2009 — 2011
Bachelor of Science (B.S.), Speech Communication & Public Relations
Southwestern Illinois College 2008 — 2009
Associate of Arts, Communication
Doug Nachman Doug Nachman's Smith, Moore & Company Experience December 1989 - Present
Job Chairman Emeritus at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company December 1989 - Present
Skills
Investments, Wealth Management, Strategic Planning, Retirement Planning, Asset Management, Executive Management, Securities, Portfolio Management, Risk Management, Financial Analysis, Management Consulting, Management, Customer Service, Process Improvement, Sales, Nonprofits, Marketing, Project Management, Social Media, Investment Strategies
Education
Indiana University - Kelley School of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Ladue Horton Watkins High School
Smith, Moore & Company December 1989 - Present
Skills
Investments, Wealth Management, Strategic Planning, Retirement Planning, Asset Management, Executive Management, Securities, Portfolio Management, Risk Management, Financial Analysis, Management Consulting, Management, Customer Service, Process Improvement, Sales, Nonprofits, Marketing, Project Management, Social Media, Investment Strategies
Education
Indiana University - Kelley School of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Ladue Horton Watkins High School
Randall Rhyner Randall Rhyner's Smith, Moore & Company Experience June 2009 - Present
Job Vice President/Financial Advisor at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company June 2009 - Present
Merrill Lynch August 1999 - June 2009
Commerce Bank 1990 - August 1999
Skills
Series 6, Series 7, Series 31, Series 63, Series 65, Insurance Licenses..., Retirement Planning, Portfolio Management, 401K plans, Investment Strategies, Insurance
Education
University of Missouri-Columbia 1980 — 1984
BA, Economics
Smith, Moore & Company June 2009 - Present
Merrill Lynch August 1999 - June 2009
Commerce Bank 1990 - August 1999
Skills
Series 6, Series 7, Series 31, Series 63, Series 65, Insurance Licenses..., Retirement Planning, Portfolio Management, 401K plans, Investment Strategies, Insurance
Education
University of Missouri-Columbia 1980 — 1984
BA, Economics
Alfred Painter Alfred Painter's Smith, Moore & Company Experience May 2009 - January 2012
Job Jr. Partner and Investment Advisor at Douglas Bagwell & Associates
Industry Financial Services
Experience
Douglas Bagwell & Associates March 2012 - Present
Douglas Bagwell & Associates February 2012 - Present
Smith, Moore & Company May 2009 - January 2012
Morgan Stanley Smith Barney December 2006 - May 2009
Painter and Painter, LLC Business Consulting Services January 2001 - December 2006
University of Missouri 2000 - 2001
FASCO 1993 - 2000
Skills
Investments, Mutual Funds, Retirement, IRAs, 401k, Fixed Annuities, Roth IRA, Bonds, Hedge Funds, Options, Retirement Planning, Strategic Financial..., Management Consulting, Estate Planning, Financial Analysis, Asset Managment, Insurance, Risk Management, Managerial Finance, Customer Service, Life Insurance, Wealth Management, Investment Advisory, 401k Rollovers, Long-term Care, Series 7, Financial Services, Series 63, Mortgage Lending, Small Business, Disability Insurance, Financial Risk, Loans, Finance, Wealth, Health Insurance, Banking, Portfolio Management, Term Life Insurance, Asset Management, Series 65, Asset Allocation, Investment Strategies, Securities, Financial Advisory, Wealth Management...
Education
University of Missouri-Columbia 2000 — 2002
Masters in Business Administration, Marketing
University of Missouri-Columbia, College of Business 2000 — 2002
MBA, Marketing and Finance
Bellevue University
Bachelor of Science (BS), International Business/Trade/Commerce, 3.99/4.0
Douglas Bagwell & Associates March 2012 - Present
Douglas Bagwell & Associates February 2012 - Present
Smith, Moore & Company May 2009 - January 2012
Morgan Stanley Smith Barney December 2006 - May 2009
Painter and Painter, LLC Business Consulting Services January 2001 - December 2006
University of Missouri 2000 - 2001
FASCO 1993 - 2000
Skills
Investments, Mutual Funds, Retirement, IRAs, 401k, Fixed Annuities, Roth IRA, Bonds, Hedge Funds, Options, Retirement Planning, Strategic Financial..., Management Consulting, Estate Planning, Financial Analysis, Asset Managment, Insurance, Risk Management, Managerial Finance, Customer Service, Life Insurance, Wealth Management, Investment Advisory, 401k Rollovers, Long-term Care, Series 7, Financial Services, Series 63, Mortgage Lending, Small Business, Disability Insurance, Financial Risk, Loans, Finance, Wealth, Health Insurance, Banking, Portfolio Management, Term Life Insurance, Asset Management, Series 65, Asset Allocation, Investment Strategies, Securities, Financial Advisory, Wealth Management...
Education
University of Missouri-Columbia 2000 — 2002
Masters in Business Administration, Marketing
University of Missouri-Columbia, College of Business 2000 — 2002
MBA, Marketing and Finance
Bellevue University
Bachelor of Science (BS), International Business/Trade/Commerce, 3.99/4.0
Matt Priest's Smith, Moore & Company Experience 2011 - Present
Job Vice President Financial Advisor at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company 2011 - Present
Merrill Lynch February 1999 - November 2011
US Navy November 1993 - December 1998
Skills
Investment Advisory, Series 7, Retirement Planning, Series 63, Asset Allocation, Wealth Management, Strategic Financial..., Investment Strategies, Retirement, Asset Management, Fixed Annuities, Investments, Portfolio Management, Mutual Funds, Financial Services, Financial Advisory, Estate Planning, Risk Management, Management
Education
Kansas State University 1989 — 1992
Bachelor of Science (BS), Accounting
Smith, Moore & Company 2011 - Present
Merrill Lynch February 1999 - November 2011
US Navy November 1993 - December 1998
Skills
Investment Advisory, Series 7, Retirement Planning, Series 63, Asset Allocation, Wealth Management, Strategic Financial..., Investment Strategies, Retirement, Asset Management, Fixed Annuities, Investments, Portfolio Management, Mutual Funds, Financial Services, Financial Advisory, Estate Planning, Risk Management, Management
Education
Kansas State University 1989 — 1992
Bachelor of Science (BS), Accounting
Joe McCulloch, MBA, CFP® Joe McCulloch, MBA, CFP®'s Smith, Moore & Company Experience January 2013 - March 2014
Job Assistant Vice President / Financial Wellness Specialist for Merrill Edge at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2015
Smith, Moore & Company January 2013 - March 2014
Moneta Group May 2012 - December 2012
Smart401k September 2009 - May 2012
SVA Wealth Management March 2007 - August 2009
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Managment, Young Professionals, Millennials, Generation Y, Investment Strategies, Generation X, Asset Allocation, Budgeting, IRAs, Estate Planning, Financial Planners, Series 65, Finance, Budgets, Retirement Plan..., Personal Financial..., Asset Management
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance, Management
Waukesha County Technical College 2007 — 2008
Financial Planning Certificate, Financial Planning
St. Norbert College 2003 — 2007
BBA, Business Administration - Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2014 - July 2015
Smith, Moore & Company January 2013 - March 2014
Moneta Group May 2012 - December 2012
Smart401k September 2009 - May 2012
SVA Wealth Management March 2007 - August 2009
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Managment, Young Professionals, Millennials, Generation Y, Investment Strategies, Generation X, Asset Allocation, Budgeting, IRAs, Estate Planning, Financial Planners, Series 65, Finance, Budgets, Retirement Plan..., Personal Financial..., Asset Management
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance, Management
Waukesha County Technical College 2007 — 2008
Financial Planning Certificate, Financial Planning
St. Norbert College 2003 — 2007
BBA, Business Administration - Finance
Clay Foster's Smith, Moore & Company Experience May 2012 - August 2012
Job Human Resource Specialist | Talent Acquisition Specialist
Industry Human Resources
Experience
Midwest Industrial Rubber, Inc. June 2014 - Present
United Fulfillment Solutions Inc. December 2013 - June 2014
Various Retail May 2009 - December 2013
Smith, Moore & Company May 2012 - August 2012
Skills
Recruiting, Human Resources, Hiring Personnel, Interviews, Time Management, Sales, Employee Training, Microsoft Office, Interview Preparation, Employee Relations, SAP, Benefits Administration, New Hire Orientations, Screening Resumes, Onboarding, Compensation & Benefits, Leadership, Cross-functional Team..., Employee Benefits, Spreadsheets, Performance Management, Training, Sourcing, Talent Acquisition, Screening, Microsoft Excel
Education
Lindenwood University 2015 — 2016
Master of Science (M.S.), Human Resource Management
Southern Illinois University, Edwardsville 2010 — 2014
Bachelor of Science (B.S.), Business Administration Specialization in Human Resource Management
Lincoln Christian University 2009 — 2010
Business, Management, and Marketing
Midwest Industrial Rubber, Inc. June 2014 - Present
United Fulfillment Solutions Inc. December 2013 - June 2014
Various Retail May 2009 - December 2013
Smith, Moore & Company May 2012 - August 2012
Skills
Recruiting, Human Resources, Hiring Personnel, Interviews, Time Management, Sales, Employee Training, Microsoft Office, Interview Preparation, Employee Relations, SAP, Benefits Administration, New Hire Orientations, Screening Resumes, Onboarding, Compensation & Benefits, Leadership, Cross-functional Team..., Employee Benefits, Spreadsheets, Performance Management, Training, Sourcing, Talent Acquisition, Screening, Microsoft Excel
Education
Lindenwood University 2015 — 2016
Master of Science (M.S.), Human Resource Management
Southern Illinois University, Edwardsville 2010 — 2014
Bachelor of Science (B.S.), Business Administration Specialization in Human Resource Management
Lincoln Christian University 2009 — 2010
Business, Management, and Marketing
Kevin Storm Kevin Storm's Smith, Moore & Company Experience June 2006 - Present
Job Certified Financial Planner and Certified Retirement Counselor at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company June 2006 - Present
Skills
Retirement Planning, Investments, Estate Planning, Personal Tax Planning, Insurance Planning, Insurance Review, Investment Advisory, College Education..., 529 Plans, Life Insurance, 401(k) Investment Review, Long Term Care Planning, Financial Risk
Education
University of Missouri-Columbia 2003 — 2006
Bachelor of Science (BS), Personal Financial Planning
Smith, Moore & Company June 2006 - Present
Skills
Retirement Planning, Investments, Estate Planning, Personal Tax Planning, Insurance Planning, Insurance Review, Investment Advisory, College Education..., 529 Plans, Life Insurance, 401(k) Investment Review, Long Term Care Planning, Financial Risk
Education
University of Missouri-Columbia 2003 — 2006
Bachelor of Science (BS), Personal Financial Planning
Mike Nahorski Mike Nahorski's Smith, Moore & Company Experience May 2010 - August 2010
Job Security Operations Contractor at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo February 2012 - Present
First Clearing , Affiliate of Wells Fargo October 2011 - February 2012
Smith, Moore & Company May 2010 - August 2010
Skills
Experienced with Excel,...
Education
University of Missouri-Columbia 2007 — 2011
BS, Finance and Banking
First Clearing , Affiliate of Wells Fargo February 2012 - Present
First Clearing , Affiliate of Wells Fargo October 2011 - February 2012
Smith, Moore & Company May 2010 - August 2010
Skills
Experienced with Excel,...
Education
University of Missouri-Columbia 2007 — 2011
BS, Finance and Banking
Marco Angeli, CSW's Smith, Moore & Company Experience June 1998 - 2000
Job Sales at A. Bommarito Wines
Industry Wine and Spirits
Experience
A. Bommarito Wines June 2003 - Present
Glazer's Distributors January 2003 - May 2003
Enterprise Bank & Trust 2000 - 2002
Smith, Moore & Company June 1998 - 2000
Skills
Wine, Sales, Marketing, Sales Operations, Selling, Sales Process, Wine Tasting, Wineries, Food & Beverage, Building Relationships, Business Development, Key Account Development, Food
Education
University of Missouri-Columbia 1995 — 1998
Bachelor of Science Personal Finance, 1998, Personal Finance
Canterbury Christ Church University 1995 — 1995
Study Abroad Program, Secondary Education and Teaching
A. Bommarito Wines June 2003 - Present
Glazer's Distributors January 2003 - May 2003
Enterprise Bank & Trust 2000 - 2002
Smith, Moore & Company June 1998 - 2000
Skills
Wine, Sales, Marketing, Sales Operations, Selling, Sales Process, Wine Tasting, Wineries, Food & Beverage, Building Relationships, Business Development, Key Account Development, Food
Education
University of Missouri-Columbia 1995 — 1998
Bachelor of Science Personal Finance, 1998, Personal Finance
Canterbury Christ Church University 1995 — 1995
Study Abroad Program, Secondary Education and Teaching
Dan Feichtner's Smith, Moore & Company Experience March 2008 - Present
Job Vice President at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company March 2008 - Present
Morgan Keegan October 2003 - March 2008
Commercial Federal Investments August 1999 - October 2003
Education
Iowa State University - College of Business 1998 — 1999
Bachelor of Science, Business Administration-Major in Finance
University of Kentucky 1995 — 1998
Accounting
Michigan State University 1993 — 1995
University of Detroit Jesuit High 1987 — 1993
Smith, Moore & Company March 2008 - Present
Morgan Keegan October 2003 - March 2008
Commercial Federal Investments August 1999 - October 2003
Education
Iowa State University - College of Business 1998 — 1999
Bachelor of Science, Business Administration-Major in Finance
University of Kentucky 1995 — 1998
Accounting
Michigan State University 1993 — 1995
University of Detroit Jesuit High 1987 — 1993
Susan Beckerle Dwars's Smith, Moore & Company Experience February 2013 - July 2013
Job Transitional Rep at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Smith, Moore & Company February 2013 - July 2013
Edward Jones February 2011 - February 2013
Edward Jones 2008 - 2011
American Red Cross 2003 - 2007
Skills
Public Speaking, Customer Service, Strategic Planning, Fundraising, Non-profits, Community Outreach, Training, Portfolio Management, Equities, Business Development, Leadership, Recruiting, Nonprofits, Insurance, Management, Finance, Selling, Event Planning, Accounting, Asset Allocation, Sales, Public Relations, Fixed Income, Leadership Development, Mutual Funds, Teamwork, Microsoft Office, Investments, Banking, Financial Advisory, Wealth Management, 401k Rollovers, Investment Strategies, Series 7
Education
University of Missouri-Saint Louis
Bachelor of Science - Business Admisistration, Marketing/Marketing Management, General
University of Missouri-Saint Louis
Bachelor of Arts and Science, Psychology
University of Missouri-Saint Louis
Edward Jones October 2013 - Present
Smith, Moore & Company February 2013 - July 2013
Edward Jones February 2011 - February 2013
Edward Jones 2008 - 2011
American Red Cross 2003 - 2007
Skills
Public Speaking, Customer Service, Strategic Planning, Fundraising, Non-profits, Community Outreach, Training, Portfolio Management, Equities, Business Development, Leadership, Recruiting, Nonprofits, Insurance, Management, Finance, Selling, Event Planning, Accounting, Asset Allocation, Sales, Public Relations, Fixed Income, Leadership Development, Mutual Funds, Teamwork, Microsoft Office, Investments, Banking, Financial Advisory, Wealth Management, 401k Rollovers, Investment Strategies, Series 7
Education
University of Missouri-Saint Louis
Bachelor of Science - Business Admisistration, Marketing/Marketing Management, General
University of Missouri-Saint Louis
Bachelor of Arts and Science, Psychology
University of Missouri-Saint Louis
Andrew Frederick's Smith, Moore & Company Experience April 2010 - Present
Job Intern at Smith Moore
Industry Financial Services
Experience
Smith, Moore & Company April 2010 - Present
Guido's Pizzeria and Tapas February 2008 - June 2010
Skills
Word, Excel
Education
St. Louis Community College 2010 — 2012
Associate's Degree, Business
Columbia High School 2004 — 2008
High School Diploma
Smith, Moore & Company April 2010 - Present
Guido's Pizzeria and Tapas February 2008 - June 2010
Skills
Word, Excel
Education
St. Louis Community College 2010 — 2012
Associate's Degree, Business
Columbia High School 2004 — 2008
High School Diploma
Aaron Chatman's Smith, Moore & Company Experience May 2010 - August 2010
Job Facilities Coordinator at Cassidy Turley
Industry Banking
Experience
Cassidy Turley February 2013 - Present
Caring Solutions May 2007 - Present
Wells Fargo Advisors April 2012 - December 2012
The Associated Press 2010 - 2011
Smith, Moore & Company May 2010 - August 2010
Skills
Real Estate
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Banking and Real Estate
Cassidy Turley February 2013 - Present
Caring Solutions May 2007 - Present
Wells Fargo Advisors April 2012 - December 2012
The Associated Press 2010 - 2011
Smith, Moore & Company May 2010 - August 2010
Skills
Real Estate
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Banking and Real Estate
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY