Stanford Group Company

Industry: Company

Description

The Stanford Financial Group was a privately held international group of financial services companies controlled by Allen Stanford, until it was seized by United States authorities in early 2009. Ceased operations: February 17, 2009 Founder: Allen Stanford Founded: 1932 Headquarters: Houston, TX Owner: Allen Stanford Subsidiary: Bank of Antigua

Stanford Group Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Stanford Group Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Stanford Group Company Salaries. You can even request information on how much does Stanford Group Company pay if you want to. Learn about salaries, pros and cons of working for Stanford Group Company directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

178 Stanford Group Company employees in database. Find out everything there's to know about Stanford Group Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Stanford Group Company Employees

Employee
Years
Job
Industry
Chris Collier Chris Collier Little Rock, Arkansas Area Details
Chris Collier's Stanford Group Company Experience November 2006 - February 2009
Job Founding Partner, Top Level Tournaments, LLC
Industry Sports
Experience
Jacksonville Lighthouse CPA Charter School   July 2014 - Present
Top Level Tournaments, LLC   November 2012 - Present
Bean Hamilton Corporate Benefits   August 2011 - August 2012
Sterne Agee  February 2009 - August 2011
Stanford Group Company   November 2006 - February 2009
StillPoint Advisors, Inc.   October 2004 - November 2006
Merrill Lynch  July 1990 - October 2004

Skills
Strategic Planning, Coaching, Public Speaking, Social Networking, Delivering Results, Organizational..., Change Management, Team Building, Mentoring, Networking, Fundraising, Community Service, Building Relationships, Human Resources, Series 7, Leadership Development, Strategy, Nonprofits, Business Development, Management, Sales, Time Management, CRM, Facebook, Employee Benefits, Finance, Marketing, Public Relations, Entrepreneurship, Start-ups, Training, Recruiting, Small Business, Budgets, Social Media Marketing, Event Planning, Social Media, New Business Development, Leadership

Education
Hendrix College   1977 — 1981
Bachelor of Arts, Political Science

Hot Springs High School, Hot Springs, Arkansas   1974 — 1977
College Prep

Rob Oliver Rob Oliver New York, New York Details
Rob Oliver's Stanford Group Company Experience January 2008 - February 2009
Job Director, Technology Sector Desk Specialist at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co.   July 2013 - Present
Canaccord Genuity Inc.  March 2009 - June 2013
Stanford Group Company   January 2008 - February 2009
Fulcrum Global Partners  2005 - 2006
SoundView Technology Group  1997 - 2004

Skills
Institutional Sales, Equity Research, Capital Markets, Equities, Series 7, Information Technology

Education
The University of Texas at Austin   1995 — 1996
Master of Arts (MA)

Hobart College   1989 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters

Nancy Toomey Nancy Toomey Houston, Texas Area Details
Nancy Toomey's Stanford Group Company Experience October 2005 - March 2009
Job Concierge Services Representant at St. Joseph Medical Center at Houston Tx.
Industry Financial Services
Experience
St. Joseph Medical Center (Towne Park/ SPplus)   April 2010 - Present
St. Joseph Medical Center  August 2009 - April 2010
Stanford Group Company   October 2005 - March 2009
Dillards  August 2003 - October 2005
Grupo Bafar   1994 - 1995

Skills
Time Management, System Administration, Customer Service, Teamwork, Policy, Performance Management, Team Building, Applicant Tracking..., Talent Acquisition, Employee Training, Outlook, Leadership, Employee Relations, Recruiting, Administrative..., Fax, Spanish, Organizational..., Filing, Microsoft Excel, Microsoft Office, Software Documentation, Microsoft Word, Access, Investments

Education
Houston Community College   2004 — 2004
N/A, Associate of Arts

El Paso Community College   1998 — 2003

Virginia Mendoza, PHR, SHRM-CP Virginia Mendoza, PHR, SHRM-CP Houston, Texas Area Details
Virginia Mendoza, PHR, SHRM-CP's Stanford Group Company Experience March 2007 - November 2007
Job Human Resources Manager at Hoover Container Solutions
Industry Human Resources
Experience
Hoover Container Solutions  May 2015 - Present
Achilles Group  June 2014 - May 2015
Achilles Group  April 2013 - June 2014
PAC  September 2011 - April 2013
Frank's International  September 2010 - September 2011
Academy Sports & Outdoors  March 2009 - September 2010
Stanford Financial Group  September 2007 - February 2009
Stanford Group Company   March 2007 - November 2007
Stanford Group Company   November 2005 - February 2007

Skills
Employee Relations, Recruiting, HRIS, PowerPoint, Employee Benefits, Human Resources, Onboarding, Outlook, Access, Administrative..., Training, Accounts Receivable, Payroll, Microsoft Excel, New Hire Orientations, Benefits Administration, Employee Engagement, ADP Payroll, Microsoft Office, CRM, Employee Training, Software Documentation, Program Management, Budgets, Management, Applicant Tracking..., Deferred Compensation, Customer Service, Leadership, Process Improvement, Time Management, Accounts Payable, Personnel Management, Performance Management, PeopleSoft, HR Policies, Succession Planning, Workforce Planning, Talent Acquisition, Talent Management, Employment Law, Taleo, Compensation & Benefit, FMLA, College Recruiting, Interviews, Hiring, Organizational..., Background Checks, Organizational...

Education
University of Houston-Downtown   2007 — 2011
Bachelor, Major in Business Administration and Minor in Human Resources

Houston Community College   2002 — 2007
Associate's, Business

Vladimir Bulatovic Vladimir Bulatovic Dallas/Fort Worth Area Details
Vladimir Bulatovic's Stanford Group Company Experience August 2006 - March 2008
Job BP&A Assistant VP Citi
Industry Financial Services
Experience
Citi  November 2013 - June 2015
Novation  April 2012 - November 2013
Madden Securities   March 2009 - February 2012
Stanford Group Company   August 2006 - March 2008
Appliance Scientific Inc.(PRM) - Technology Incubator   January 2004 - August 2006

Skills
Product Development, Financial Planning, Business Process, Budget Analysis, Asset Management, Investments, Due Diligence, Hedge Funds, Equity Research, Risk Management, Portfolio Management, Financial Analysis, Equities, Fixed Income, Wealth Management, Capital Markets, Series 7, Economics, Customer Relations, Business Analysis, Market Research, Analysis, Competitive Analysis, Mutual Funds, Private Equity, Business Strategy, Investment Advisory, Alternative Investments, Financial Advisory, Asset Allocation, Investment Strategies, Bloomberg, Securities, Corporate Finance, Industry Analysis, Bonds, Financial Markets, Commodities, Emerging Markets, Management Consulting, Data Analysis, Series 63, Strategic Planning, Financial Management, Process Improvement, Budgeting, Excel, Research, Strategy, Strategic Financial...

Education
Texas A&M University-Commerce
MBA, concentration in Marketing

Texas Tech University - Rawls College of Business
BBA, Double Major: International Business & Petroleum Land Management

Roderick DeBerry Roderick DeBerry Greater Memphis Area Details
Roderick DeBerry's Stanford Group Company Experience January 2008 - February 2009
Job President & Managing Partner ViaSys Technology, Inc.
Industry Information Technology and Services
Experience
ViaSys Technology, Inc.   January 2002 - Present
Stanford Group Company   January 2008 - February 2009
SCB Computer Technology, Inc  February 2001 - December 2001
XEROX CONNECT, Inc   August 1998 - January 2001
SCB Computer Technology, Inc  July 1996 - August 1998

Skills
Consulting, Strategic Planning, Process Improvement, Business Development, Team Building, Project Management, Change Management, Talent Acquisition, New Business Development, Management

Education
LeMoyne-Owen College   1995 — 1996
BBA, Management and Organizational Leadership

STATE TECHNICAL INSTITUTE   1990 — 1992
A.A.S, Computer Operations Technology

David Sawyer David Sawyer Greater New York City Area Details
David Sawyer's Stanford Group Company Experience July 2007 - March 2009
Job Assistant Vice President at LINX Partners, LLC
Industry Investment Management
Experience
LINX Partners, LLC   April 2012 - Present
Barclays Capital  January 2010 - March 2012
Stanford Group Company   July 2007 - March 2009
The Benchmark Company  May 2006 - July 2007
Tanaka Capital Management  January 2006 - May 2006
Smith Barney  October 2005 - January 2006

Skills
Series 7, Hedge Funds, Equities, Investments, Portfolio Management, Finance, Mergers & Acquisitions, Mutual Funds, Series 63, Investor Relations, Bloomberg, Valuation, Capital Markets, Investment Management, Alternative Investments

Education
Hamilton College   2001 — 2005
B.A., Psychology, Economics

The University of Western Australia   2004 — 2004

Brunswick School   1995 — 2001
High School Diploma

Sara Sjolander Sara Sjolander Houston, Texas Details
Sara Sjolander's Stanford Group Company Experience November 2006 - October 2007
Job Graphic Designer, Proposal Coordinator at Self Employed
Industry Graphic Design
Experience
Self Employed  May 2004 - Present
Stanford Group Company   November 2006 - October 2007
Schlumberger  June 2000 - November 2002

Skills
Graphic Design, Government Proposals, Proposal Production, Adobe Creative Suite, Microsoft Office, Graphics, Posters, Art Direction, Illustration, Advertising, Marketing Communications, Editing, Adobe Acrobat, Layout, Brochures

Education
Houston Community College
Associate's degree, Electronic Publishing/Print Media Specialization

University of Phoenix
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Travis Woods, CFP® Travis Woods, CFP® Jackson, Mississippi Details
Travis Woods, CFP®'s Stanford Group Company Experience June 2008 - March 2009
Job Financial Advisor at W. O. Stone Advisors
Industry Financial Services
Experience
W. O. Stone Advisors   April 2012 - Present
Solomon Financial Advisors   August 2010 - April 2012
Mississippi State University  August 2009 - August 2010
Solomon Financial Advisors   April 2009 - August 2009
Stanford Group Company   June 2008 - March 2009

Skills
Holistic Financial..., Asset Management, Retirement Planning, Estate Planning, Income Tax Planning, Social Security Planning, College Education..., Insurance Planning, Financial Planning

Education
Mississippi State University   2009 — 2010
Master of Business Administration (M.B.A.)

Mississippi State University   2004 — 2008
Bachelor's Degree, Finance

Florida State University   2010 — 2012
Certificate, Financial Planning

Ofelia Barber Ofelia Barber Miami/Fort Lauderdale Area Details
Ofelia Barber's Stanford Group Company Experience November 2007 - December 2008
Job Executive Assistant to the CEO at Newlink Group
Industry Marketing and Advertising
Experience
Newlink Group  July 2009 - Present
Stanford Group Company   November 2007 - December 2008
Citigroup  May 2007 - October 2007
Citigroup  February 2004 - May 2007
Citibank  August 2002 - February 2004
Citibank  December 2001 - August 2002
Citibank  August 2001 - December 2001
Tapiz Winery (Kendall-Jackson Wine Estates)   January 1997 - December 1999
Northumbrian Water   January 1995 - December 1995

Skills
Teamwork, Translation, Spanish, Outlook, Social Media, Project Management, Microsoft Office, Event Planning, Administrative..., Networking, PowerPoint, Event Management, Time Management, Corporate Communications, Training, Calendars, Strategic Communications, Blogging, Customer Service, Office Management, Human Resources, Leadership, Management, Interviews, Social Networking, Marketing, Analysis, English, Strategy, Facebook, Press Releases, Public Relations, Project Planning, Social Media Marketing

Education
Stony Brook University   2000 — 2001
BA, Linguistics

Colegio Universitario Central   1984 — 1990
Bachiller en Humanidades, Humanities/Humanistic Studies

Universidad Nacional de Cuyo
N/A, English

Michael Zarich Michael Zarich Houston, Texas Details
Michael Zarich's Stanford Group Company Experience June 1999 - December 2005
Job Proven Business Development Professional | Helping Companies Translate Their Business Goals to Reality
Industry Financial Services
Experience
King Investment Advisors, Inc.   July 2007 - Present
Stanford Financial Group  January 2006 - June 2007
Stanford Group Company   June 1999 - December 2005
American Express Financial Advisors  January 1996 - May 1999
Entree Benefit Corporation   June 1993 - December 1995

Skills
Marketing, Marketing Strategy, Management, Business Strategy, New Business Development, Leadership, Investments, Financial Planning, Investment Advisory, Portfolio Management, Asset Management, Financial Analysis, Equities, Wealth Management, Strategic Planning, Financial Services, Financial Modeling, Finance, Investment Strategies, Investment Management, Business Development, Asset Allocation

Education
University of Denver - Daniels College of Business
B.S.B.A., Finance and Marketing

Annie Parsons Annie Parsons Denver, Colorado Details
Annie Parsons's Stanford Group Company Experience February 2008 - February 2009
Job Community & Engagement Coordinator at On Being / Krista Tippett Public Productions
Industry Marketing and Advertising
Experience
On Being / Krista Tippett Public Productions   July 2015 - Present
General Mills  January 2012 - June 2015
Emma, Inc  April 2009 - December 2011
Stanford Group Company   February 2008 - February 2009
University Presbyterian Church  July 2004 - September 2007

Skills
Social Media Marketing, Copywriting, Blogging, Social Networking, Email Marketing, Event Planning, Facebook, Customer Service, Digital Marketing, Social Media, WordPress, Songwriting, Marketing Communications, Online Marketing, Editing, Creative Writing, Event Management, Video Editing, Storytelling, Sweepstakes

Education
Seattle Pacific University   2000 — 2005
Bachelor of Arts (B.A.), Music

Seattle Pacific University
Bachelor of Arts (B.A.), Music

Kevin Reynolds, CFA Kevin Reynolds, CFA Franklin, Tennessee Details
Kevin Reynolds, CFA's Stanford Group Company Experience August 2004 - July 2007
Job Financial Analyst with Banking Industry and Capital Markets Expertise
Industry Financial Services
Experience
Wunderlich Securities  December 2008 - June 2015
Janney Montgomery Scott  July 2007 - December 2008
Stanford Group Company   August 2004 - July 2007
Morgan Keegan  August 2001 - August 2004
Morgan Keegan  January 2000 - August 2001
Mercer Capital  December 1997 - January 2000
Union Planters Bank  August 1995 - December 1997

Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management

Education
The University of Memphis   1994 — 1996
Master of Business Administration (M.B.A.), Finance, General

The University of Memphis   1989 — 1994
Bachelor of Business Administration (BBA), Finance, General

Richard Russo Richard Russo Boston, Massachusetts Details
Richard Russo's Stanford Group Company Experience April 2004 - February 2009
Job Mate, Trader Joe's
Industry Supermarkets
Experience
Trader Joe's  September 2012 - Present
National Bank of Canada  October 2010 - December 2011
Northland Capital Markets  June 2010 - October 2010
Concept Capital Management   May 2009 - May 2010
Stanford Group Company   April 2004 - February 2009
Blaylock & Partners  January 2004 - May 2004
Advest, Inc  November 2002 - September 2003
Dresdner, Kleinwort Wasserstein  February 2001 - October 2002
Advest, Inc  August 1993 - April 2000
Morgan Keegan Inc   May 1992 - August 1993

Skills
Equities, Healthcare, Research, Start-ups, Asset Management, Municipal Money..., Discount Brokerage, Retail Brokerage, Asset Managment, Money Management, Discount, Retail Food, Management, Mutual Funds, Securities, Trading, Equity Research, Investments, Brokers, Valuation, Hedge Funds

Education
Northeastern University - Graduate School of Business Administration   1989 — 1991
MBA, Business Administratio

Framingham State University   1981 — 1985
BA, Economics

Steven A. Perez Steven A. Perez Lake Charles, Louisiana Area Details
Steven A. Perez's Stanford Group Company Experience January 2007 - May 2009
Job Treasury Management Officer/VP at IBERIABANK
Industry Banking
Experience
IBERIABANK  August 2013 - Present
McNeese State University  January 2014 - Present
IBERIABANK  August 2011 - August 2013
Cameron State Bank  August 2009 - August 2011
Stanford Group Company   January 2007 - May 2009

Skills
Banking, Business Development, Loans, Spanish, Sales, Customer Service, Branch Banking, Consumer Lending, Retail Banking, Loan Origination, Microsoft Excel, Cross Selling, Deposits, Cash Management, Management, Commercial Banking, Analysis, Financial Analysis, Credit

Education
McNeese State University   2009 — 2011
MBA, Business Administration

McNeese State University   2002 — 2006
BS, Finance

Patrick Dowd Patrick Dowd Washington, District Of Columbia Details
Patrick Dowd's Stanford Group Company Experience January 2008 - August 2008
Job CEO at Millennial Trains Project
Industry Civic & Social Organization
Experience
The Millennial Trains Project  January 2012 - Present
National Geographic Society  October 2013 - May 2015
JPMorgan Chase  June 2011 - December 2011
Centre for Emerging Market Solutions, Indian School of Business   August 2010 - June 2011
David Malpass for U.S. Senate   April 2010 - August 2010
Bisnow  August 2009 - April 2010
Georgetown University  March 2008 - March 2009
Stanford Group Company   January 2008 - August 2008
Congresswoman Nancy Pelosi (D-CA-08)   June 2006 - August 2006

Skills
Emerging Markets, Financial Modeling, Research, Financial Analysis, Economics, Venture Capital, Nonprofits, Strategic Planning, International..., Management Consulting, Social Media, Fundraising, Strategic Communications, Entrepreneurship, Public Speaking, Policy Analysis, Business Strategy, Strategy, Start-ups, Corporate Finance, Public Relations, Leadership, Investment Banking, Data Analysis, Market Research, Valuation

Education
Georgetown University   2006 — 2009
BSFS, International Politics, Security Studies

Charmaine Rostien Charmaine Rostien Washington D.C. Metro Area Details
Charmaine Rostien's Stanford Group Company Experience January 2005 - March 2009
Job Digital Marketing | CRM and Marketing Analytics | Competitive Intelligence and Research
Industry Law Practice
Experience
Miller & Chevalier Chartered  October 2012 - Present
Guggenheim Securities  November 2011 - July 2012
MF Global  November 2010 - November 2011
Community College of Allegheny County  March 2011 - May 2011
Concept Capital  March 2009 - October 2010
Stanford Group Company   January 2005 - March 2009
National Journal  March 2004 - December 2004
Allied Integrated Marketing  2003 - 2004

Skills
Email Marketing, Marketing, Business Analysis, Social Media Marketing, CRM, Web Content Management, Content Marketing, Analytics, SEO, Research, Business Intelligence, Training, Editing, PowerPoint, Adobe Acrobat, Microsoft Office, Teaching, Public Speaking, CMS

Education
University of Virginia   2009 — 2010
Master's Degree

University of Maryland College Park   1998 — 2002
Bachelor's Degree

Community College of Allegheny County   1998 — 2001
Associate's Degree

Mark McMinimy Mark McMinimy Washington D.C. Metro Area Details
Mark McMinimy's Stanford Group Company Experience November 2004 - February 2009
Job Analyst in Agricultural Policy at Library of Congresss, Congressional Research Service
Industry Investment Management
Experience
Library of Congresss, Congressional Research Service   June 2014 - Present
Consulting  October 2013 - June 2014
Guggenheim Securities  November 2011 - September 2013
MF Global  November 2010 - November 2011
Concept Capital Markets, LLC  March 2009 - October 2011
Stanford Group Company   November 2004 - February 2009
Charles Schwab  November 1996 - November 2004
Lynch, Jones & Ryan, Inc.   April 1996 - October 1996
FAO  June 1993 - March 1996
Sosland Publishing  August 1988 - June 1993

Skills
Bloomberg, Investments, Securities, Trading, Investment research, Commodity Analysis, Agriculture Policy, Biofuels Policy, Tobacco Regulation, Congressional process, Building client..., Superior Communication..., French and Italian...

Education
University of Delaware   1975 — 1978
Bachelor of Arts (BA), History, 3.3 of possible 4.0

Grove City College   1974 — 1975
Transferred to University of Delaware, Libreral Arts

Bill Large Bill Large Houston, Texas Area Details
Bill Large's Stanford Group Company Experience 2009 - 2009
Job Contract copywriter / Creative for Hire
Industry Marketing and Advertising
Experience
@large  April 2001 - Present
AAF-Houston   2000 - Present
FKM Advertising   2012 - August 2012
FKM  2012 - 2012
University of Houston  2008 - 2011
Stanford Group Company   2009 - 2009
Stanford Financial Group  2009 - 2009
Freed Advertising  2001 - 2002
BRSG  1993 - 1997
Rives Smith Baldwin and Carlberg   1980 - 1981

Skills
Creative Direction, Copywriting, Content Strategy, Creative Development, Advertising, Creative Strategy, Brand Development, Art Direction, Social Media Marketing, Marketing Communications, Direct Marketing, Marketing Management, Broadcast, Marketing, Social Media, Digital Marketing, Integrated Marketing, Email Marketing, Outdoor Advertising, Marketing Strategy, Corporate Branding, Direct Mail, Online Marketing

Education
University of Houston   1970 — 1972
BA, Communications/Journalism

Steven Glasgow, CFA, CIMA, AIF, PRP Steven Glasgow, CFA, CIMA, AIF, PRP Greater Nashville Area Details
Steven Glasgow, CFA, CIMA, AIF, PRP's Stanford Group Company Experience September 2008 - February 2009
Job Sr. Vice President at Avondale Partners
Industry Financial Services
Experience
Avondale Partners  March 2009 - Present
Stanford Group Company   September 2008 - February 2009
Wachovia, A Wells Fargo Company  April 2004 - August 2008
Morgan Stanley  March 2000 - May 2004
Painewebber Inc  1990 - 2000

Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs

Education
Rollins College - Crummer Graduate School of Business   1992 — 1994
MBA, Finance, General

Auburn University   1985 — 1989
Bachelor of Science, Finance

Benjamin Kallo Benjamin Kallo San Francisco Bay Area Details
Benjamin Kallo's Stanford Group Company Experience April 2008 - February 2009
Job Cleantech Equity Research
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2015 - Present
Robert W. Baird  May 2009 - Present
Stanford Group Company   April 2008 - February 2009
Pacific Growth Equities  2007 - 2008
Merrill Lynch  2003 - 2006

Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital

Education
CFA Institute
CFA

Grissom

Humboldt State University
BA, Economics/Mathematics

University of Alabama
BA, Economics/Mathematics

University of California, Santa Barbara
MA, Economics

Airias Godfrey Woods Airias Godfrey Woods San Francisco Bay Area Details
Airias Godfrey Woods's Stanford Group Company Experience February 2003 - March 2007
Job Executive Assistant at IGN Entertainment
Industry Online Media
Experience
IGN Entertainment  2010 - Present
Telegraph Hill Partners   2010 - 2010
Actelion  2010 - 2010
Milliman, Inc  October 2008 - September 2009
Jefferies & Company, Inc   March 2007 - October 2008
Stanford Group Company   February 2003 - March 2007
Robertson Stephens Investment Bankers   February 1996 - October 2002

Education
San Francisco State University

Christine Parker, CFP® Christine Parker, CFP® La Plata, Maryland Details
Christine Parker, CFP®'s Stanford Group Company Experience November 2004 - June 2006
Job Personal Finance Expert for Women Executives and Business Owners
Industry Financial Services
Experience
Parker Financial, LLC   October 2007 - Present
University of Maryland Charles Regional Medical Center  January 2008 - May 2014
Financial Planning Association of the National Capital Area   January 2006 - December 2011
Stanford Group Company   November 2004 - June 2006
Charles Schwab  April 1997 - November 2004

Skills
Retirement Planning, Estate Planning, Public Speaking, Strategic Financial..., Financial Advisory, Wealth Management, Investment Advisory, Risk Management, Insurance, Personal Finance, Non-profits, Investments, Investment Management, Financial Planners, Small Business, Entrepreneurship, Nonprofits, Budgets, Finance, Strategic Planning

Education
Georgetown University   2005 — 2005
Certification, Certificate of Financial Planning

University of Maryland University College   2000 — 2004
BS, Business Administration

La Plata High School   1982 — 1986

Glenn B. Ketover Glenn B. Ketover Greater Seattle Area Details
Glenn B. Ketover's Stanford Group Company Experience April 2004 - March 2009
Job Sr. Vendor Manager, Sports at Amazon.com
Industry Internet
Experience
Amazon  March 2014 - Present
Amazon  July 2012 - March 2014
Amazon.com  June 2011 - August 2011
Stanford Group Company   April 2004 - March 2009
Pulsar Data, Inc.   February 2003 - April 2004
Lehman Brothers  July 1999 - July 2001

Skills
E-commerce, Product Management, Mergers, Valuation, Financial Modeling, Data Analysis, Negotiation, Due Diligence, Pricing Strategy, Process Improvement, Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Private Equity, Venture Capital, Investments, Equities, Bond Pricing, Recruiting, Emerging Markets, Entrepreneurship, Bloomberg, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Strategy, Economics, Finance, Corporate Development, Analysis, Market Research, Start-ups, Quantitative Analytics, Analytics, Executive Management, Portfolio Management, Strategic Consulting

Education
The Johns Hopkins University   2010 — 2012
MBA, Finance and Marketing

Georgetown University   1996 — 1999
BSFS, International Economics

Whit Wilks Whit Wilks Charlotte, North Carolina Area Details
Whit Wilks's Stanford Group Company Experience July 2007 - March 2009
Job Director at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
Novare Capital Management  March 2009 - Present
Stanford Group Company   July 2007 - March 2009
US Trust  November 1997 - July 2007
Johnston, Allison & Hord   September 1993 - November 1997

Education
Wake Forest University - Babcock Graduate School of Management   1989 — 1993
JD/MBA

Wake Forest University School of Law   1989 — 1993
JD/MBA

Davidson College   1985 — 1989
B.A., Economics

North Cross School   1981 — 1985
HS

David Rappaport, CFA David Rappaport, CFA Greater Atlanta Area Details
David Rappaport, CFA's Stanford Group Company Experience 2008 - 2009
Job Senior Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.  2014 - Present
Inverness Advisors, LLC   2009 - 2014
Stanford Group Company   2008 - 2009
Thomas Weisel Partners  2006 - 2008
SG Cowen  2004 - 2006
Ibbotson Associates  1998 - 2002

Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements

Education
Emory University - Goizueta Business School   2002 — 2004
MBA

University of Wisconsin-Madison   1993 — 1997
BBA, Finance and Economics

George Lares-Karageorgis George Lares-Karageorgis Greater Denver Area Details
George Lares-Karageorgis's Stanford Group Company Experience January 1999 - May 2005
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation  February 2007 - Present
Stanford Group Company   January 1999 - May 2005
UBS  March 1990 - January 1999
EF Hutton Corp   February 1983 - January 1990

Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Insurance, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Estate Planning, Series 24, Series 63, Series 65, Legacy Planning, Investment Strategies, Investment Management, Wealth Management..., Finance, Asset Management, Alternative Investments, Plannning, Financial Services

Education
University of Colorado Boulder - Leeds School of Business   1976 — 1981
BS/BA, ECONOMICS

University of Colorado at Boulder   1976 — 1981
Economics, International Banking

Lori Bensing Lori Bensing San Francisco Bay Area Details
Lori Bensing's Stanford Group Company Experience December 2004 - February 2009
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  May 2012 - Present
Sanders Morris Harris, The Edelman Financial Group   December 2010 - May 2012
Oakleigh Wealth Management   July 2009 - December 2010
Stanford Group Company   December 2004 - February 2009
Bank of America Private Bank  February 2003 - November 2004
Morgan Stanley  1996 - 2003

Skills
Series 7

Education
Kansas State University   1979 — 1983
BA, Spanish

Everett Fasano Everett Fasano Miami, Florida Details
Everett Fasano's Stanford Group Company Experience April 2006 - March 2009
Job VP Finance/Controller
Industry Financial Services
Experience
Nextwave Enterprises, LLC  February 2010 - Present
Stanford Group Company   April 2006 - March 2009
Fresh Del Monte Produce   March 1998 - March 2006
Bestfoods, Inc.   July 1996 - March 1998

Skills
Variance Analysis, Financial Analysis, Process Improvement, Budgets, Financial Reporting, Project Management, General Ledger, Merchant Cash Advance, Microsoft Excel, Forecasting, Banking, Finance, Risk Management, Business Analysis, Analysis, Payroll, Credit, Internal Controls, Cash Flow, Management, Auditing, Team Leadership, Strategic Financial..., Executive Management, Financial Modeling, Accounts Payable, Financial Planning

Education
Florida International University
Master's Degree, Accounting

Charlie (Charles W.) Rawl Charlie (Charles W.) Rawl Houston, Texas Area Details
Charlie (Charles W.) Rawl's Stanford Group Company Experience May 2005 - December 2007
Job A Trusted Advisor for Investments, Life Insurance and Corporate Benefits
Industry Financial Services
Experience
Charles W. Rawl & Associates   January 2013 - Present
Zenith Wealth Management, LLC   December 2007 - December 2012
Stanford Group Company   May 2005 - December 2007
UBS  March 2001 - May 2005
Merrill Lynch  September 1997 - March 2001
New York Life  January 1995 - September 1997
Charles W. Rawl & Associates   December 1989 - September 1997
Houston, Texas  June 1981 - December 1989

Education
The University of Texas at Austin - Red McCombs School of Business   1977 — 1981
Bachelor of Business Administration, Finance

Westchester High School   1975 — 1977

Benita Benta Rice Benita Benta Rice New Orleans, Louisiana Details
Benita Benta Rice's Stanford Group Company Experience 1999 - 2001
Job at
Industry Government Administration
Experience
U.S. Small Business Administration   January 2013 - Present
Havineur Business Solutions (prev. nVision Success)   2004 - 2014
Rush University Medical Center  October 2012 - January 2013
City of Chicago Community College   August 2011 - August 2012
Edelman  November 2008 - November 2010
CME Group  2007 - 2008
Chicago Board of Trade  2003 - 2007
The LaSalle Network  2002 - 2003
Stanford Group Company   1999 - 2001

Skills
Project Management, Vendor Management, Business Process..., Analysis, Team Building, Corporate Social..., Financial Accounting, service learning, Civic Engagement, Community Engagement, Program Management, Contracts Administrators, Volunteer Recruiting, Budgets, Auditing, Software Documentation, Training, Management, Research, Microsoft Excel, Customer Service, Policy, Data Analysis, Leadership, Integration, Recruiting, Strategic Planning, Business Development, Business Process, Business Analysis, Service Learning, Quality Assurance, Finance, Business Planning, Business Intelligence

Education
Keller Graduate School of Management of DeVry University   2006 — 2008
Masters, Dual: Business Adminstration & Project Management

Utica College   2004 — 2005
Certificate, Economic Fraud and Crime Management

Monmouth College   1993 — 1997
BA, Accounting & Business Adminstration

Scott Community College

John Shepard John Shepard Washington D.C. Metro Area Details
John Shepard's Stanford Group Company Experience November 2004 - March 2009
Job Director at Avalere Health
Industry Capital Markets
Experience
Avalere Health  September 2014 - Present
Applied Policy   August 2013 - August 2014
Guggenheim Partners  November 2011 - August 2013
Washington Research Group   June 2004 - August 2013
MF Global  November 2010 - November 2011
Concept Capital  March 2009 - October 2010
Stanford Group Company   November 2004 - March 2009
Schwab Soundview Capital Markets  June 2004 - November 2004
Office of United States Senator Max Baucus   2000 - June 2004

Skills
Policy, Research, Legislative Relations, Healthcare, Policy Analysis, Public Policy, Data Analysis, Capital Markets, Due Diligence, Analysis, Strategic Planning, Strategic Communications, Advocacy, Government, Corporate Development, Equities, Investments, Business Strategy, Health Policy, Economics

Education
Macalester College   1996 — 2000
Bachelor of Arts (BA), Political Science and History

Absarokee High School   1993 — 1996

Emilio Gutierrez Emilio Gutierrez Houston, Texas Area Details
Emilio Gutierrez's Stanford Group Company Experience April 2006 - April 2009
Job Associate Director of Network Office Supervision Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 2013 - Present
Tamarind Investments   October 2012 - February 2013
Wealth Solutions Inc   January 2012 - June 2012
NEXT Financial Group, Inc.   September 2009 - December 2011
Stanford Group Company   April 2006 - April 2009
JPMorgan Chase  July 2005 - April 2006
American General Life Companies is now part of the AIG Family!  July 2004 - July 2005
E*TRADE Financial  September 2001 - October 2003
Invest Financial  April 2000 - September 2001

Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC

Education
University of Houston   1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management

Alief-Elsik High School   1987 — 1991
High School, General

The University of Texas at Austin
Finance

David Haggard CFA David Haggard CFA Greater Atlanta Area Details
David Haggard CFA's Stanford Group Company Experience January 2006 - May 2009
Job Senior Investment Advisor at Atlanta Capital Group
Industry Investment Banking
Experience
Atlanta Capital Group  September 2015 - Present
Piedmont Energy Consortium   January 2014 - September 2015
Piedmont Private Equity LLC   June 2012 - February 2015
Oppenheimer & Co.   May 2009 - June 2012
Stanford Group Company   January 2006 - May 2009
Wachovia Wealth Management  January 2001 - January 2006
Wachovia Private Banking   May 1998 - December 2000

Skills
Private Equity, Tax, Banking, Capital Markets, Strategic Financial..., Finance, Retirement Planning, Funding, Investment Banking, Investment Strategies, Tax Credits, Tax Equity, Hedge Funds, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment, Portfolio Management, Financial Planning, Asset Management

Education
Millsaps College   1987 — 1989
MBA, Finance

Mississippi State University   1981 — 1985
BBA, Business Information Systems & Quantitative Analysis

Eloiza D'Lima Eloiza D'Lima Greater Omaha Area Details
Eloiza D'Lima's Stanford Group Company Experience February 2007 - March 2009
Job AML Risk Compliance
Industry Financial Services
Experience
COR Clearing LLC  June 2014 - Present
Actinver Securities  June 2013 - December 2013
Sanders Morris Harris  September 2010 - June 2013
Next Financial  June 2009 - August 2010
Stanford Group Company   February 2007 - March 2009
Burr Wolff, L. P.   November 2004 - November 2006
Mercer Advisors  September 2001 - November 2004

Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering

Education
Texas A&M University
Bachelor of Science (BS), Psychology

Priscilla Olivier Priscilla Olivier Houston, Texas Area Details
Priscilla Olivier's Stanford Group Company Experience August 2004 - April 2007
Job Executive Assistant
Industry Financial Services
Experience
JPMorgan Chase & Co.   April 2010 - Present
Stanford Financial Group -Foundation   August 2004 - February 2009
Stanford Group Company   August 2004 - April 2007
Smith Barney Inc  April 1996 - August 2004

Education
Art Institute of Houston   1984 — 1985
Associates, Fashion Merchandising

Timothy Kellis Timothy Kellis Boca Raton, Florida Details
Timothy Kellis's Stanford Group Company Experience April 2004 - January 2008
Job Regional Vice President at Primerica
Industry Financial Services
Experience
Primerica  February 2012 - Present
The Marriage Education Center of Boca Raton   January 2008 - February 2012
Stanford Group Company   April 2004 - January 2008
Allianz  June 2000 - October 2001
Schroders  June 1999 - June 2000
Adams, Harkness & Hill   January 1998 - June 1999
Daine, Rauscher, Wessels   June 1995 - December 1997
ADC Telecom  1993 - 1994
DSC Communications (Now part of Alcatel)   1990 - 1992
AT&T  1985 - 1990

Skills
Telecommunications, Leadership, Blogging, Public Speaking, Investments, Sales, Entrepreneurship, Financial Modeling, Strategy, Business Development, Sales Operations, Strategic Planning, Market Research, Competitive Analysis, Management, Research, Project Management, Start-ups, Business Strategy, Program Management, Social Media Marketing, Marketing, CRM, Financial Services, Portfolio Management, Business Analysis, New Business Development, Consulting, Vendor Management, Management Consulting, Strategic Partnerships, Process Improvement, Marketing Strategy

Education
Southern Methodist University - Cox School of Business   1994 — 1996
MBA

University of Missouri-Columbia   1981 — 1985
BSME

Gary Spivak Gary Spivak West Palm Beach, Florida Area Details
Gary Spivak's Stanford Group Company Experience May 2004 - March 2009
Job Research Director at Gartner
Industry Financial Services
Experience
Gartner  September 2013 - Present
ABR Investment Strategy  December 2012 - September 2013
Three Part Advisors   March 2012 - December 2012
Noble Financial Group   April 2010 - April 2012
Newbridge Securities  August 2009 - January 2010
Stanford Group Company   May 2004 - March 2009
Kaufman Brothers   April 2003 - May 2004
SoundView Technology Group  May 1998 - November 2002
MetLife  July 1985 - May 1998

Skills
Equities, Software Industry, Equity Research, Research, Budgeting, Institutional, Stocks, Valuation, Series 7, Financial Analysis, Investments, Financial Modeling, IPO, Capital Markets, Stock Picking, Contract Negotiation, Due Diligence, Bloomberg, Investor Relations, Hedge Funds, Corporate Finance, Alternative Investments, Trading, Strategy, Investment Banking, Mutual Funds, Mergers & Acquisitions, Financial Services, Budgets, Analysis, Corporate Development, Securities, Investment Management, Finance, Private Equity

Education
Columbia University - Columbia Business School   1996 — 1997
MBA

New York University   1984 — 1986
Diploma

Binghamton University   1975 — 1979
BA

John Adams

Christopher A. Chaney Christopher A. Chaney Greater St. Louis Area Details
Christopher A. Chaney's Stanford Group Company Experience March 2004 - March 2009
Job Director, Investor Relations at SunEdison (formerly MEMC Electronic Materials)
Industry Financial Services
Experience
SunEdison Semiconductor  February 2011 - Present
Wells Fargo Advisors, LLC  November 2010 - February 2011
NextEra Energy Power Marketing, LLC   July 2009 - July 2010
Stanford Group Company   March 2004 - March 2009
A.G. Edwards & Sons, Inc.   May 1994 - February 2003
Boatmen's Trust Company  1991 - 1993

Skills
Financial Modeling, Investment Management, Financial Analysis, Equity Research, Investments, Due Diligence, Strategy, Investment Banking, Valuation, Market Research, Private Equity, Investor Relations, Finance, Executive Management, Venture Capital, Equities

Education
Washington University in St. Louis - Olin Business School   1993 — 1997
MBA, Corporate Finance

Tulane University - A.B. Freeman School of Business   1987 — 1991
BSM, Accounting / Finance

St. Louis Country Day   1986 — 1987

Matt Drews Matt Drews Sarasota, Florida Area Details
Matt Drews's Stanford Group Company Experience August 2004 - February 2009
Job Real Estate, Sales, Rentals, Commercial, Residential, Listing, Buyers, Mortgage
Industry Food & Beverages
Experience
Michael Saunders & Company  September 2015 - Present
ONE Sarasota Realty   March 2012 - September 2015
Esio Water and Beverage of Sarasota   November 2009 - September 2015
Stanford Group Company   August 2004 - February 2009
UBS Wealth Management  March 2002 - August 2004
Detroit Tigers  July 1996 - March 2000
New York Yankees  June 1993 - July 1996

Skills
Wealth Management, Insurance, Investments, Banking, Real Estate, Investment Advisory, Sales Operations

Education
Eckerd College   2000 — 2002
Bachelors, Business Management

Sarasota High School   1990 — 1993
Diploma

Beau Buzzelli Beau Buzzelli San Francisco Bay Area Details
Beau Buzzelli's Stanford Group Company Experience June 2006 - July 2009
Job Clinical Marketing Manager / Client Services at MedQIA
Industry Graphic Design
Experience
MedQIA  June 2014 - Present
Digital Realty  November 2013 - June 2014
Pandora  March 2014 - May 2014
Prologis  April 2010 - October 2013
Larsen Design  February 2010 - May 2010
Independent Contractor  August 2009 - February 2010
Stanford Group Company   June 2006 - July 2009
Newmark Knight Frank  November 2004 - June 2006
XOMA  July 2004 - August 2004
JPMorgan Chase & Co.   October 2003 - June 2004

Skills
Adobe Creative Suite, Advertising, Creative Direction, Graphic Design, Web Design, Art Direction, Illustrator, Brochures, Logo Design, Marketing, Newsletters, Photoshop, Marketing Strategy, Photography, Management, Corporate Identity, Graphics, Visual Communication, Illustration, Digital Marketing, Strategy, Online Marketing

Education
The University of Georgia   1991 — 1995
BFA, Photographic Design

Louis Sands, PMP Louis Sands, PMP Raleigh-Durham, North Carolina Area Details
Louis Sands, PMP's Stanford Group Company Experience April 2005 - September 2006
Job Program / Project Manager enjoying the summer
Industry Information Technology and Services
Experience
Duke Energy Corporation  September 2015 - Present
BB&T  January 2015 - July 2015
Duke Energy Corporation  May 2013 - January 2015
C3G Inc.   March 2010 - May 2013
Office Depot  September 2006 - November 2009
Stanford Group Company   April 2005 - September 2006
Choicepoint  January 2003 - May 2005
Tracfone Wireless  2001 - 2002
ChangeBridge Consulting   June 1998 - January 1999
Process Focus   1998 - 1999

Skills
PMO, Change Management, Project Management, Resource Management, Team Building, Process Management, Portfolio Management, Situational Leadership, SDLC, Project Portfolio..., Process Improvement, Business Analysis, Business Process..., Vendor Management, Program Management, PMP, IT Strategy, Integration, Business Process, Risk Management, Leadership, Data Center, Information Technology, Enterprise Architecture, Management, Mergers & Acquisitions, Software Development

Education
Nova Southeastern University
Master of Science, Leadership / Management

Florida Atlantic University
BAS, Computer Systems

Florida Atlantic University
BBA, Accounting

José Angel Rodríguez José Angel Rodríguez Greater Memphis Area Details
José Angel Rodríguez's Stanford Group Company Experience October 2007 - May 2008
Job experienced professional in the medical device industry
Industry Medical Devices
Experience
Medtronic  October 2013 - Present
International Business Council of Greater Memphis Chamber   November 2010 - Present
RODFER R&F Global   August 2009 - Present
Medtronic  January 2011 - September 2013
Medtronic  January 2009 - December 2010
Medtronic  January 2008 - December 2008
St. Jude Children's Research Hospital   August 2006 - August 2008
Stanford Group Company   October 2007 - May 2008
GMAC  May 2007 - July 2007
PROSER Intelligence   May 2005 - August 2006

Skills
Marketing, Management Consulting, Non-profits, Financial Analysis, Forecasting, Strategic Planning, Market Research, Sales, Project Management, Marketing Strategy, Process Improvement, Financial Modeling, Research, Budget, Business Development, Business Strategy, Finance, New Business Development, Mergers, Business Planning, Budgets, Cross-functional Team..., Leadership, Strategy, Competitive Analysis, Management, Program Management, Analysis, Data Analysis, Training, Team Leadership, Start-ups, Contract Negotiation, Negotiation, Team Building, Nonprofits, Entrepreneurship, Project Planning, Market Analysis, Consulting, CRM, Mergers & Acquisitions, Medical Devices, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service

Education
Boston University
Master's degree, International Marketing Management

Boston University
Certificate, Project Management

Christian Brothers University
Bachelor's degree, Business Administration and Management

Christian Brothers University
Bachelor's degree, Finance

College of Mount Saint Vincent
Bachelor's degree, Finance

Lindsey Toole Lindsey Toole Sarasota, Florida Area Details
Lindsey Toole's Stanford Group Company Experience November 2008 - March 2009
Job Vice President, Wealth Advisor at Acumen Wealth Advisors
Industry Financial Services
Experience
Acumen Wealth Advisors   July 2015 - Present
Northwestern Mutual  September 2014 - July 2015
SunTrust Bank  June 2013 - September 2014
PInkerton Wealth Management Group of Wells Fargo Advisors, LLC   June 2009 - June 2013
Oppenheimer & Co.   March 2009 - June 2009
Stanford Group Company   November 2008 - March 2009
Smith Barney  May 2002 - November 2008

Education
Boston University   2012 — 2015
Master of Science (M.S.), Banking and Financial Services Management

Montreat College   1998 — 2002
BS: Business Administration, Finance / Economics

North Augusta High School   1994 — 1998

Raymond V. Hayes, Jr. MBA, MS, FLMI Raymond V. Hayes, Jr. MBA, MS, FLMI Greater Atlanta Area Details
Raymond V. Hayes, Jr. MBA, MS, FLMI's Stanford Group Company Experience June 2006 - August 2006
Job Operations Processor II at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  April 2015 - Present
Infosys McCamish Systems  April 2014 - April 2015
Infosys McCamish Systems  June 2012 - April 2014
Direct General Insurance  December 2010 - June 2012
US Census Bureau  2009 - 2009
Citi Smith Barney  November 2006 - December 2008
Stanford Group Company   June 2006 - August 2006
Etrade Financial  2004 - 2006
AXA Advisors  October 2003 - March 2004
TD Waterhouse  1996 - 2003

Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2010
MS, Personal Financial Planning

Mercer University - Stetson School of Business and Economics   2003 — 2005
MBA, Business

Morehouse College   1990 — 1995
BA, Business

Stratford Senior High   1986 — 1990
H.S. Diploma

Sarah Bankson Sarah Bankson Pearland, Texas Details
Sarah Bankson's Stanford Group Company Experience February 2007 - February 2009
Job Client Relationship Manager at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Camden Wealth Advisors   May 2012 - April 2015
Stanford Group Company   February 2007 - February 2009
Banc of America Investments  December 1999 - October 2006

Skills
Series 7, Securities, Investments, Mutual Funds, Portfolio Management, Wealth Management, Risk Management, Valuation, Financial Analysis, Financial Modeling, Asset Management, Equities, Banking, Strategic Financial..., Retirement Planning, College Savings Plans

Education
University of St. Thomas (TX)   2004 — 2006
Master of Business Administration (M.B.A.), Finance

LeTourneau University   2000 — 2002
Bachelor’s Degree, Business Administration

Stephen F. Austin State University

Natali Andrade Natali Andrade Houston, Texas Area Details
Natali Andrade's Stanford Group Company Experience October 2005 - February 2009
Job Wealth Adviser
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  November 2009 - Present
Stanford Group Company   October 2005 - February 2009
Aflac  2001 - 2005
Texas State Bank  2001 - 2003

Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Strategic Financial..., Asset Managment, Investment Advisory, Series 63, Business Development, Financial Advisory, Hedge Funds, Equities, Mutual Funds, Asset Allocation, Management, Finance, Retirement Planning, Financial Services, Securities, Marketing

Education
The University of Texas-Pan American   1992 — 1994
Business Administration

Scott Fullerton, CPA Scott Fullerton, CPA Houston, Texas Area Details
Scott Fullerton, CPA's Stanford Group Company Experience May 2006 - February 2009
Job Controller at Vision Oil Tools
Industry Oil & Energy
Experience
Vision Oil Tools  January 2013 - August 2014
Drilling and Production Resources   January 2012 - January 2013
Telvent  January 2010 - January 2012
Stanford Group Company   May 2006 - February 2009
BMC Software  December 2004 - May 2006
KPMG  November 2001 - April 2003

Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, Auditing, Financial Accounting, Finance, US GAAP, Process Improvement, GAAP, SEC filings, General Ledger, Accounts Payable, Accounts Receivable, Consolidation, Revenue Recognition

Education
Stephen F. Austin State University   1992 — 1998
Master of Business Administration, Accounting and Business/Management

Sophia Tejada Sophia Tejada Houston, Texas Area Details
Sophia Tejada's Stanford Group Company Experience June 1999 - February 2009
Job Sr. Executive Administrative Assistant
Industry Financial Services
Experience
ABS Group  April 2015 - Present
Ensco plc  October 2011 - February 2015
Ensco PLC (Formerly Pride International)   July 2010 - September 2011
Consultant/Contract   January 2010 - July 2010
Tenaris  January 2010 - February 2010
Stanford Financial group Receivership   February 2009 - June 2009
Stanford Financial Group Receivership   February 2009 - May 2009
Stanford Group Company   June 1999 - February 2009

Skills
Management, Team Building, Outlook, Training, Oil & Gas, Talent Acquisition, Teamwork, PowerPoint, Event Planning, Editing, Recruiting, Spanish, Administrative..., Operations Management, Process Improvement, Administration, Microsoft Word, PeopleSoft, Human Resources, Project Management, Coaching, Microsoft Excel, Project Planning, Time Management, Business Development, Petroleum, Vendor Management, Performance Management, Onboarding, HRIS, Talent Management, Logistics, Banking, Customer Service, Leadership, Deferred Compensation, Microsoft Office, Policy, Employee Relations, Research, Employee Training, Office Management, Employee Benefits, Accounting, Accounts Payable, Workforce Planning, HR Policies, Organizational...

Education
Houston Community College   2003 — 2004
General studies and intro to accounting

Robert E Lee high   1983 — 1987

Nichole Ake Nichole Ake Houston, Texas Area Details
Nichole Ake's Stanford Group Company Experience November 2008 - March 2009
Job SVP,Sr BSA Group Manager at BBVA Compass
Industry Financial Services
Experience
Condera, LLC   June 2011 - December 2013
U.S. Capital Advisors LLC   February 2010 - September 2011
Dallas Securities Traders Association   December 2009 - December 2010
Stanford Group Company   November 2008 - March 2009
Penson Financial Services  November 1999 - June 2008
Huberman Financial   1996 - 1999
LPL  1992 - 1996
Lehman Brothers  1989 - 1992

Skills
Securities, Wealth Management, Series 7, Equities, Alternative Investments, FINRA, Hedge Funds, Financial Services, Investments, Trading, Asset Management, Investment Management, Portfolio Management, Human Resources, Operations Management, Equity Trading, Investment Advisory, ETFs, Asset Managment, Financial Markets, Derivatives, Investment Banking

Education
Southern Methodist University   1998 — 2000
MBA

Boston College
BS, Finance

Heidi Schneble Heidi Schneble Alexandria, Virginia Details
Heidi Schneble's Stanford Group Company Experience January 2005 - February 2009
Job VP; Operations Manager at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities  November 2011 - Present
MF Global  November 2010 - October 2011
Concept Capital Markets, LLC  March 2009 - November 2010
Stanford Group Company   January 2005 - February 2009
United States Senate  July 2004 - January 2005

Skills
Equities, Series 7, Management, Contractual Agreements, Public Speaking, Event Planning, Research

Education
American University   2008 — 2012
Master of Public Administration (M.P.A.), Public Administration

Salem College   2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs; History

Randy Woertendyke Randy Woertendyke Dallas/Fort Worth Area Details
Randy Woertendyke's Stanford Group Company Experience January 2002 - January 2006
Job Director of Risk Corporate Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  February 2008 - Present
Self-Employed Futures Trader   January 2006 - February 2008
Stanford Group Company   January 2002 - January 2006
Various Broker/Dealers   January 1995 - January 2002
Various Consulting Organizations   May 1981 - January 1995

Skills
Risk, Equities, Securities, Investments, Mutual Funds, Financial Risk, Information Technology..., Workforce Planning, Project Management, Financial Analysis, market making, Institutional..., Equity Trading, Investment Compliance, Operations Management, Risk Management, Investment Research, Securities Lending, Lean Tools, Staff..., Exceptional People..., Business Strategy, Long Term Business..., Strategic Thinking, Mentoring Of Staff, Financial Services, Finance, Trading

Education
The University of Texas at Arlington   1976 — 1981
Bachelor of Science, Computer Science and Engineering

Laura Gunkle Laura Gunkle Houston, Texas Area Details
Laura Gunkle's Stanford Group Company Experience August 2006 - May 2007
Job Human Resources Professional
Industry Human Resources
Experience
Risknology Inc.  June 2012 - September 2015
Stay at Home Mom  May 2007 - June 2012
Stanford Group Company   August 2006 - May 2007
VALIC and AIG Annuity  August 1998 - June 2006
Coastal Banc  February 1995 - August 1998
Compass Bank  1992 - 1995

Skills
Employee Relations, Benefits Administration, DDI Certified..., DDI Program Manager, Certified DDI..., Human Resources, Program Management, HRIS, Management, Temporary Placement, Interviews, Organizational..., Onboarding

Education
Houston Baptist University   1987 — 1991
BA, History, Communication

Tom Reggi Tom Reggi Houston, Texas Area Details
Tom Reggi's Stanford Group Company Experience 2007 - June 2009
Job HR Leadership
Industry Oil & Energy
Experience
Boardwalk Pipeline  June 2009 - Present
Stanford Financial Group  2007 - June 2009
Stanford Group Company   2007 - June 2009
Stanford Financial  2007 - June 2009
Equity Office Properties  2000 - 2006
Dynegy  1997 - 2000
Texaco  1991 - 1997
IMSL Inc   1988 - 1990
IMSL   1988 - 1989

Skills
HRIS, Human Resources, Management, Leadership, Talent Acquisition, Employee Relations, Talent Management, Deferred Compensation, Succession Planning, Employee Training, Business Process..., Employee Benefits, Change Management, PeopleSoft, Temporary Placement, Onboarding, Organizational..., Recruiting, Performance Management, Employee Engagement, Process Improvement, Workforce Planning, New Hire Orientations, Personnel Management, Benefits Administration, Applicant Tracking...

Education
Hiram College   1983 — 1987
Bachelor's, Human Resources

Rice University

Dan Dall'Asta Dan Dall'Asta Washington D.C. Metro Area Details
Dan Dall'Asta's Stanford Group Company Experience 2007 - 2009
Job VC Senior Associate at Route 66 Ventures
Industry Venture Capital & Private Equity
Experience
RNM Financial   June 2015 - Present
DriveWealth  May 2015 - Present
Mirror (Vaurum)   March 2015 - Present
Payzer   November 2014 - Present
Route 66 Ventures, LLC  2013 - Present
Merrill Lynch  2011 - 2013
City Year  2009 - 2010
Stanford Group Company   2007 - 2009

Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Emerging Markets, Financial Analysis, Business Analysis, Equities, Portfolio Management, Forecasting, Market Research, Finance, Strategic Planning, Banking, Entrepreneurship, Financial Services, Start-ups

Education
Georgetown University - The McDonough School of Business   2010 — 2012
MBA, International Finance

University of North Carolina at Chapel Hill   2003 — 2007
Bachelor of Science (BS), Business Administration, Public Policy Analysis

Maastricht University   2006 — 2006
International Business

Willie North III CPA Willie North III CPA Houston, Texas Area Details
Willie North III CPA's Stanford Group Company Experience November 2000 - March 2009
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Horizon Adult Day Services   2009 - Present
Stanford Group Company   November 2000 - March 2009
Stanford Financial Group Company  2000 - 2009
UBS Paine Webber  April 1992 - October 1999
Bank of America  October 1987 - March 1992

Education
Howard University   1983 — 1986
BBA, Accounting

Lauren Judy Lauren Judy Baltimore, Maryland Area Details
Lauren Judy's Stanford Group Company Experience August 2007 - March 2009
Job Doctoral Student & Spanish Instructor at Johns Hopkins University
Industry Writing and Editing
Experience
Johns Hopkins University  May 2011 - Present
University of Colorado at Boulder  August 2009 - May 2011
Stanford Group Company   August 2007 - March 2009
National Model United Nations Conference   2007 - April 2008
Stanford Group Company   July 2006 - August 2007
Salem College  2002 - 2006

Skills
Spanish, Arabic, German, Microsoft Publisher, Polish, Adobe Acrobat, Political Science, Research, Public Speaking, Event Planning, Editing, PowerPoint, Social Media, Outlook, International Relations, Politics, Economics, Policy Analysis, Teaching, Qualitative Research, Higher Education, Microsoft Office, Proofreading, Leadership

Education
The Johns Hopkins University   2011 — 2016
PhD, Spanish

University of Colorado at Boulder   2009 — 2011
MA, Comparative Literature

The George Washington University   2006 — 2008
MA, International Affairs and Development

Salem College   2002 — 2006
BA, English and Spanish

Godwin High School

Godwin High School

Godwin High School

Ashley Crouse Ashley Crouse Houston, Texas Area Details
Ashley Crouse's Stanford Group Company Experience April 2007 - March 2009
Job Senior Associate Middle Office Operations at Salient Partners
Industry Financial Services
Experience
Salient Partners  September 2013 - Present
Salient Partners  February 2010 - September 2013
Stanford Group Company   April 2007 - March 2009

Skills
Trade support, Moxy, APX, Trading, Bloomberg, Hedge Funds, Microsoft Excel, Eze Castle, Bonds, Equities

Education
University of Houston, C.T. Bauer College of Business   2004 — 2006
Bachelor Business Administration

University of Houston - Bauer College of Business
Bachelor, Business Administration; French Concentration

Fred Fram Fred Fram Boca Raton, Florida Details
Fred Fram's Stanford Group Company Experience June 2006 - February 2009
Job Executive Vice President, Compliance & Operations at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services  January 2010 - Present
Stanford Financial Receivership   February 2009 - January 2010
Stanford Group Company   June 2006 - February 2009
National Planning Corporation  August 2003 - April 2006
National Planning Corporation  May 1998 - July 2003
American General Securities Incorporated   August 1990 - May 1998
MidFirst Bank  1988 - 1990

Skills
Series 7, Series 24, Securities, Investment Advisory, Series 63, Mutual Funds, Investments, Strategic Financial..., Equities, Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Retirement Planning, USA PATRIOT Act, Compliance, ETFs, Introducing..., Risk Management, Hedge Funds, Financial Services, Leadership, Fixed Income, Series 65, Uniform Combined State..., Financial Advisory, Investment Strategies, Leadership Development, Bonds, Due Diligence, Retirement, Trading, Fixed Annuities, Options, Investment Management, 401k, Estate Planning, Wealth Management..., Series 6

Education
The University of Texas at Austin - Red McCombs School of Business   1985 — 1987
MBA, Finance

The University of Texas at Austin   1981 — 1985
BBA, Finance

Jane Poe, PHR Jane Poe, PHR Houston, Texas Area Details
Jane Poe, PHR's Stanford Group Company Experience December 2007 - March 2009
Job Sr. Vice President/Human Resources at Industry Bancshares, Inc.
Industry Financial Services
Experience
Industry Bancshares, Inc.   October 2011 - Present
Patriot Bank and Patriot Bank Mortgage   March 2009 - October 2011
Stanford Group Company   December 2007 - March 2009
Texas United Bancshares   January 2000 - December 2007
Coy Lewis Consultants   September 1993 - December 2000

Skills
Banking, Policy, Compliance, Financial Institutions, HRIS, Workforce Planning, Applicant Tracking..., Change Management, Succession Planning, Talent Acquisition, Compensation & Benefit, EEO/AA Compliance, Organizational..., Career Development

Education
Spring Woods High School
Cum Laude graduate

The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance, Minor in Management

Jeff Adams Jeff Adams Greater Atlanta Area Details
Jeff Adams's Stanford Group Company Experience April 2006 - April 2008
Job Managing Director at Banks Street Partners, LLC
Industry Investment Banking
Experience
Banks Street Partners, LLC   December 2012 - Present
Carson Medlin, A Division of Monroe Securities, Inc.   June 2008 - December 2012
Stanford Group Company   April 2006 - April 2008
KeyBanc Capital Markets  August 1997 - April 2005

Skills
Series 7 & 63, Valuation, Investment Banking, Mergers, Banking, Securities, Financial Advisory, Capital Raising, Financial Institutions, Capital Markets, Business Strategy, Financial Modeling, Corporate Finance, Financial Analysis, Private Placements, FINRA

Education
East Carolina University   1995 — 1997
MBA, Business

University of North Carolina at Chapel Hill   1985 — 1989
BA, Psychology, Industrial Relations

Will Martin, CRCP Will Martin, CRCP Dallas/Fort Worth Area Details
Will Martin, CRCP's Stanford Group Company Experience 2003 - 2005
Job Senior Manager, Trading Regulations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  December 2014 - Present
Esposito Securities, LLC  January 2011 - November 2014
First Southwest Company  November 2009 - December 2010
Esposito Securities, LLC  May 2007 - November 2009
Southwest Securities  May 2000 - May 2006
Stanford Group Company   2003 - 2005

Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets

Education
Wharton Business School   2012 — 2012
CRCP, Certified Regulatory and Compliance Professional

Texas A&M University-Commerce   2001 — 2002
MBA, Finance

Oklahoma State University   1993 — 1997
BS, Economics

Jessica Owens, LMT Jessica Owens, LMT Sarasota, Florida Area Details
Jessica Owens, LMT's Stanford Group Company Experience December 2007 - January 2009
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Sarasota School of Massage Therapy  April 2013 - Present
Jessica C. Owens, LMT   April 2011 - Present
Jason Flatch, State Farm   January 2011 - Present
AAA Auto Club South  November 2009 - June 2010
Oppenheimer & Co.   March 2009 - October 2009
Stanford Group Company   December 2007 - January 2009
Purmort & Martin Insurance Agency, LLC   November 2005 - December 2007
NBOA Marine Insurance  April 2004 - November 2005
Super Value Nutrition   March 2003 - December 2003

Skills
Cold Calling, Sales, Microsoft Office, Insurance, Customer Service, Public Speaking, Employee Benefits, Team Building, Therapeutic Massage, Small Business, Leadership, Social Media, Swedish, Healthcare

Education
Salem College   2000 — 2001
General

Cardinal Mooney High School   1994 — 2000

University of Central Florida

Sean Hirshberg Sean Hirshberg San Antonio, Texas Area Details
Sean Hirshberg's Stanford Group Company Experience 2007 - 2008
Job Project Manager at Pearson Assessments
Industry Education Management
Experience
Pearson  July 2010 - Present
The Dinner Garden   August 2008 - June 2013
State of Illinois  December 2008 - June 2009
Bast Services, Inc.   December 2008 - May 2009
Olmstead Associates  April 2007 - December 2008
Stanford Group Company   2007 - 2008
Wachovia Securities  June 2004 - April 2007
Scott & Stringfellow  March 2000 - June 2004

Skills
Financial Services, Vendor Management, Management Consulting, Process Improvement, Nonprofits, Program Management, Leadership, Business Analysis, Management, Business Process..., Change Management, Project Management, SDLC, Cross-functional Team..., Software Project...

Education
Benedictine University   2006 — 2008
International Business

University of Maryland University College
Bachelor's degree, Computer Science

Jane Price Johnson Jane Price Johnson Greater Los Angeles Area Details
Jane Price Johnson's Stanford Group Company Experience April 2008 - September 2008
Job Executive Assistant at Tennenbaum Capital Partners
Industry Investment Management
Experience
Tennenbaum Capital Partners  October 2008 - February 2010
Stanford Group Company   April 2008 - September 2008
Stanford Group Company   August 2007 - April 2008
Catholic University Of America  October 2005 - August 2007
Catholic University of America  October 2004 - July 2005
Children's National Medical Center  May 2004 - September 2004
Children's National Medical Center  January 2004 - May 2004
Brigham Young University-Idaho  May 2003 - December 2003

Skills
Microsoft Office, Training, Event Planning, Marketing, Nonprofits

Education
Brigham Young University-Idaho   1999 — 2003

Brigham Young University   2002 — 2002

Leland McKinney Leland McKinney Houston, Texas Area Details
Leland McKinney's Stanford Group Company Experience February 2006 - August 2009
Job Director of Finance at St. Agnes Academy
Industry Investment Management
Experience
St. Agnes Academy  September 2009 - Present
Stanford Group Company   February 2006 - August 2009
Stanford Capital Management, LLC.   2006 - 2009
JPMorgan Chase  May 1990 - June 2005

Skills
Finance, Analysis, Accounting, Account Reconciliation, Banking, General Ledger, Portfolio Management, Financial Statements, Financial Analysis, Mutual Funds, Non-Profit Accounting, Human Resources, Payroll Administration

Education
Houston Baptist University   2001 — 2003
MBA, Finance

University of Houston-Downtown   1988 — 1996
BBA, Accounting

Senter Johnson Senter Johnson Miami, Florida Details
Senter Johnson's Stanford Group Company Experience 2006 - 2008
Job U Miami Polo Coach
Industry Sports
Experience
University of Miami  January 2011 - Present
Priele Italian Design Bathrooms   May 2010 - Present
Stanford Group Company   2006 - 2008
Brand Institute  2005 - 2006

Skills
Sales Management, Warehouse Management, Inventory Management, Process Improvement, Bathrooms, Team Building, Cross-functional Team..., Event Planning, Showers, Business Analysis, Customer Service, Advertising, Negotiation, Marketing, Competitive Analysis, Financial Analysis, Budgets, Forecasting, Management, Leadership

Education
Cornell University   2000 — 2004

University of Miami   2008 — 2010
Master of Business Administration (MBA)

Gary Hamilton Gary Hamilton Denver, Colorado Details
Gary Hamilton's Stanford Group Company Experience 1996 - 1998
Job
Industry Investment Banking
Experience
W.G. Nielsen & Co.   August 2013 - Present
Sun Strategies International   December 2013 - Present
Colorado Fund for People with Disabilities   2012 - 2014
QSR Russia, Ltd. (Quiznos Master Franchisee for Russia)   September 2011 - January 2013
WorldWide Papa's, Plc (Papa Johns Area Developer for St. Petersburg, Russia)   August 2008 - January 2013
W.G. Nielsen & Co.   March 2003 - August 2008
Stanford Group Company   1996 - 1998
Paine Webber / UBS   July 1990 - July 1994
Merrill Lynch  August 1973 - June 1990

Skills
Valuation, Venture Capital, Private Equity, Executive Management, Structured Finance, Corporate Development, Financial Goals, Investment Banking, Corporate Finance, Equities, Due Diligence, Mergers, IPO, Mergers & Acquisitions, Divestitures, Hedge Funds, Joint Ventures, Acquisitions, Financial Advisory, Corporate Governance, Alternative Investments, Entrepreneurship, Leveraged Finance, Acquisition Integration, Start-ups, Restructuring, Investments, Strategy, Financial Modeling, Investor Relations, Business Valuation, Capital, Private Placements, Securities, Trading, M&A experience, Financial Services, Portfolio Management, Finance, Emerging Markets, Capital Markets, Capital Raising, Investment Management, Funding, Financial Structuring, Financial Analysis, Investment Strategies, Financial Markets, Asset Management, Investment Advisory

Education
University of Colorado Boulder - Leeds School of Business   1968 — 1972
BS

University of Oxford

Stephen Veal Stephen Veal Houston, Texas Area Details
Stephen Veal's Stanford Group Company Experience 2008 - 2009
Job Experienced Accountant
Industry Accounting
Experience
Enerflex Energy Systems via Allstates Consulting   2014 - 2014
DePelchin Children's Center via LK Jordan   2014 - 2014
Bank of NY via American Cyber Systems   2012 - 2013
Cooper Industries via Burnett Staffing   2011 - 2012
Stanford Group Company   2008 - 2009
Houston Rockets  2007 - 2008
Global Chek   2003 - 2007
AIM Investments Plc  1999 - 2003

Skills
Access, Fixed Assets, Microsoft Excel, SAP, Microsoft Dynamics GP, QuickBooks, Internal Controls, Variance Analysis, Microsoft Word, Microsoft PowerPoint, Oracle, Great Plains, QuickBooks Pro, Account Reconciliation, Journal Entries, Revenue Recognition

Education
University of Houston   1991 — 1996
Bachelor’s Degree, Accountancy & Taxation, 3.40

david whittemore david whittemore Houston, Texas Area Details
david whittemore's Stanford Group Company Experience September 2004 - March 2010
Job
Industry Investment Management
Experience
Virtus Real Estate Capital  July 2011 - Present
Superfund USA, Inc   April 2009 - February 2011
Stanford Group Company   September 2004 - March 2010
Standard Bank London Ltd.   December 2002 - September 2004
First National Bank  1999 - 2002
First Union Securities Inc.   1997 - 1999
Banco Rio de la Plata   1996 - 1997
Standard Chatered Bank   1993 - 1996
First Interstate Bank  1986 - 1993
Bank of Boston  1983 - 1985

Skills
Wealth Management, Investment Advisory, Alternative Investments, Securities, Equities, Series 7, Asset Allocation, Financial Advisory, Hedge Funds, FINRA, Mutual Funds, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Management, Investment Strategies, Investments, Series 63, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Bonds, Asset Management, Financial Markets

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1981 — 1983
ma, economics and Latin american studies

The Johns Hopkins University   1978 — 1982
ba, political science

Sally S Vardy Sally S Vardy Houston, Texas Details
Sally S Vardy's Stanford Group Company Experience 2005 - 2006
Job
Industry Oil & Energy
Experience
Transfield Services Americas  2013 - Present
Aker Solutions  2008 - 2013
Jefferson Wells, Manpower Group   2006 - 2008
Stanford Group Company   2005 - 2006
Aspen Technology, Inc.   1999 - 2005

Skills
Change Management, Strategic Planning, Talent Management, Management, Succession Planning, Talent Acquisition, Human Resources, Performance Management, Employee Engagement, Employee Benefits, Organizational..., Leadership Development, Organizational Design, Mergers & Acquisitions, Training, HR Transformation, Strategy, Organizational..., Employer Branding, Workforce Planning, Onboarding, Employee Relations, Executive Coaching, Leadership, Project Management, HRIS, Employment Law, Labor Relations, HR Policies, Petroleum, Energy, Cultural Change..., Leading..., Team Building, Cultural Diversity, Strategic HR, Career Development, Deferred Compensation, Compensation & Benefit, Oil/Gas, Energy Industry, Oil, Executive Management, Start-ups, Strategic Human..., Performance Improvement, Oil

Education
Texas A&M University
MBA

Southwestern University
BA, Math and Art

Christine Tezak Christine Tezak Washington D.C. Metro Area Details
Christine Tezak's Stanford Group Company Experience November 2004 - March 2009
Job Managing Director Research, ClearView Energy Partners, LLC
Industry Financial Services
Experience
ClearView Energy Partners, LLC   August 2012 - Present
Women's Council on Energy & Environment   January 1992 - December 2014
Robert W. Baird & Co.   May 2009 - July 2012
Stanford Group Company   November 2004 - March 2009
Schwab Soundview Capital Markets  July 1999 - November 2004

Skills
Equity Research, Financial Modeling, Equities, Energy Policy, Portfolio Management, Hedge Funds, Energy, Valuation, Strategic Planning, Investments, Bloomberg, Due Diligence, Series 7, Renewable Energy, Financial Analysis, Asset Managment, Investment Banking, Research, Private Placements, Capital Markets, Analysis, Alternative Investments, Environmental Impact..., Legislation, Environmental Awareness, Private Equity, Asset Management, Emerging Markets, Trading, Mergers, Economics, Mergers & Acquisitions, Corporate Development, Corporate Finance, Project Finance, Fixed Income, Venture Capital, Commodity, Electricity Markets, Finance, Cleantech, Natural Gas, Public Policy, Policy, Investment Management, Asset Allocation, Investor Relations, Environmental Policy, Commodity Markets

Education
The George Washington University   1998 — 2000
MBA

Boston College   1985 — 1989
Bachelor of Arts

Agatha (Aggie) Robinson-AAMS Agatha (Aggie) Robinson-AAMS Kansas City, Missouri Area Details
Agatha (Aggie) Robinson-AAMS's Stanford Group Company Experience November 2007 - March 2010
Job ManagerBrokerage Accounts at Waddell & Reed
Industry Financial Services
Experience
USAA  April 2011 - March 2013
Self Employed  March 2010 - April 2011
Stanford Group Company   November 2007 - March 2010
NEXT Financial Group  February 2007 - November 2007
WOODMEN FINANCIAL SERVICES   October 2001 - August 2006
Pershing LLC  August 2000 - June 2001
PERSHING (A DIVISION OF THE BANK   January 2000 - January 2001
SUNSET FINANCIAL SERVICES   August 1995 - January 2000
DST Systems  January 1983 - January 1995

Skills
Series 7, Series 24, FINRA, Series 63, Mutual Funds, Securities, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Strategic Financial..., Equities, Financial Advisory, Asset Managment, Investments, Leadership, Asset Management, Fixed Annuities, Insurance

Education
Bellevue University   2006 — 2007
Master's Degree, MANAGEMENT

University of Missouri   1989 — 1991
Bachelor's Degree, Business

UNIVERSITY OF MISSOURI
B.S, BUSINESS

Quoc Nguyen Quoc Nguyen Houston, Texas Area Details
Quoc Nguyen's Stanford Group Company Experience May 2006 - June 2009
Job Professional Services Manager at Netsync Network Solutions
Industry Information Technology and Services
Experience
Netsync Network Solutions  June 2014 - Present
The Broadleaf Group  June 2011 - May 2014
Antero Solutions, LLC   February 2010 - June 2011
Presidio Networked Solutions  September 2009 - February 2010
FMC Technologies  June 2009 - August 2009
Stanford Group Company   May 2006 - June 2009
Getronics  July 1999 - April 2006

Skills
Project Management, Personnel Management, Cisco UCS, Cisco VoIP, Cisco Technologies, QoS, Least Cost Routing, Call Routing, Dynamic Routing, Project Planning, Project Engineering, Sales, Pre-sales, Troubleshooting, Active Directory, Budgets, Business Analysis, Business Intelligence, Business Process, Business Process..., Business Strategy, CRM, Change Management, Cisco Call Manager, Cisco IOS, Cisco Nexus, Cisco Routers, Cisco Security, Cisco Wireless, Citrix, Coaching, Contract Negotiation, Cost Benefit, Cross-functional Team..., DHCP, Data Center, Disaster Recovery, ISDN, IT Management, IT Strategy, ITIL, Infrastructure, Integration, LAN-WAN, Leadership, Management, Management Consulting, Microsoft Certified..., Microsoft Exchange, Microsoft SQL Server

Education
CLC

Houston Community College

Fred Ferrara, CMFC, CFA Fred Ferrara, CMFC, CFA Sacramento, California Area Details
Fred Ferrara, CMFC, CFA's Stanford Group Company Experience August 1997 - April 2001
Job Senior Investment Advisor at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store  August 2013 - Present
The Mutual Fund Store  February 2011 - July 2013
The Mutual Fund Store  March 2010 - January 2011
Thrivent Financial for Lutherans  May 2009 - March 2010
Panattoni Securities, Inc.   June 2006 - May 2008
A I M Advisors, Inc.   February 2004 - April 2006
Andersen Corporate Finance LLC   April 2001 - October 2002
Stanford Group Company   August 1997 - April 2001
Smith Barney  August 1995 - August 1997
Mabon Securities  October 1993 - August 1995

Education
St. John's University School of Law   1985 — 1988
JD

Cornell University   1981 — 1985
BA, History

Paul D. Schreiber High School   1978 — 1981

Rocky Point Jr Sr High School   1973 — 1977

Syed Razvi Syed Razvi Miami/Fort Lauderdale Area Details
Syed Razvi's Stanford Group Company Experience 2004 - May 2008
Job Global Leader Business and Technology
Industry Financial Services
Experience
Franklin Templeton Investments  March 2015 - Present
Vantiv  June 2014 - March 2015
USA Group Consulting   April 2010 - May 2014
Credit Suisse  June 2008 - January 2010
Stanford Group Company   2004 - May 2008
ChoicePoint  2002 - 2004
Barclays Capital  2001 - 2002
CellStar Corporation  2000 - 2001
Citigroup  1993 - 1999
Kidder Peabody & Co  1989 - 1993

Skills
Global Strategy, IT Strategy, International Project..., IT Management, Program Development, Project Portfolio..., Software Design, Software Development, Software Quality..., System Deployment, Integration, Outsourcing, Insourcing, Process Engineering, Process Improvement, Investment Banking, Global Management, Change Programmes, Change Management, Due Diligence, Business Acquisition, Mergers, Banking, Asia Pacific, Europe, Latin America, Middle East, Americas, Mergers & Acquisitions, Governance, Management, Disaster Recovery, Software Project..., Start-ups, Data Center, Management Consulting, Cross-functional Team..., Strategic Partnerships, Leadership, Project Management, Strategy, Business Intelligence, ITIL, Business Development

Education
UMIST   1986 — 1988
MSc. Computation, Computer Science

University of Greenwich   1982 — 1985
BA(Hons), Policial Economy

Clayton Moran Clayton Moran Boca Raton, Florida Details
Clayton Moran's Stanford Group Company Experience February 2004 - March 2009
Job Director, Asset Optimization at SBA Communications
Industry Telecommunications
Experience
SBA Communications  September 2012 - Present
The Benchmark Company  April 2009 - September 2012
Stanford Group Company   February 2004 - March 2009
Prudential Financial  June 2002 - February 2004
VDC Communications   June 1998 - June 2001

Skills
Valuation, Investment Banking, Private Equity, Portfolio Management, Financial Modeling, Mergers, Investments, Financial Analysis, Due Diligence, Asset Managment, Risk Management, Venture Capital, Real Estate, Business Development, Equities, Equity Research

Education
Princeton University   1989 — 1993
BS, Economics

Maggie Schiffer Maggie Schiffer Greater Atlanta Area Details
Maggie Schiffer's Stanford Group Company Experience January 2006 - February 2009
Job Securities Compliance Management
Industry Financial Services
Experience
Securities Compliance Management   May 2015 - Present
Morgan Stanley Wealth Management  September 2012 - April 2015
Barclays  August 2010 - April 2012
Oppenheimer & Co. Inc   March 2009 - August 2010
Stanford Group Company   January 2006 - February 2009
Bear, Stearns & Co. Inc   January 2001 - September 2004
Deutsche Bank Alex Brown  April 2000 - September 2004

Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management

Education
Clark University   1995 — 1999
Bachelor of Arts, Management

Ann-Marie Wilson Ann-Marie Wilson Greater Boston Area Details
Ann-Marie Wilson's Stanford Group Company Experience July 2006 - February 2009
Job VPMarketing Development at Stanford Group Company
Industry Financial Services
Experience
Stanford Group Company   July 2006 - February 2009
Athena Diagnostics  January 2006 - July 2006
Harvard Business School  April 2004 - January 2006
Vandham Securities  July 2002 - December 2003
Moors & Cabot  December 2000 - July 2002
Moors & Cabot  June 2000 - December 2000
Moors & Cabot  July 1999 - June 2000

Education
Providence College   1995 — 1999

Peter A. Sullivan, CFA Peter A. Sullivan, CFA Greater Boston Area Details
Peter A. Sullivan, CFA's Stanford Group Company Experience 2004 - 2006
Job Senior Consultant
Industry Investment Management
Experience
Segal Rogerscasey  2008 - Present
Caris & Company  2006 - 2007
Stanford Group Company   2004 - 2006

Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Equities, Portfolio Management

Education
Bucknell University   1993 — 1997

Pingree School

Scott Terry, CPA Scott Terry, CPA Houston, Texas Area Details
Scott Terry, CPA's Stanford Group Company Experience September 2006 - March 2010
Job Managing Member at TST Accounting, LLC
Industry Oil & Energy
Experience
TST Accounting, LLC   July 2015 - Present
Zilkha Biomass Energy/Fuels  May 2013 - Present
Texas Systems and Controls  March 2010 - May 2013
Stanford Coins and Bullion   September 2006 - March 2010
Stanford Group Company   September 2006 - March 2010
Stanford Financial Group  September 2006 - March 2010
Stanford Family Office   September 2006 - March 2010
Hewlett-Packard  January 2003 - September 2006
Compaq Computer  January 1994 - January 2003
Compaq  1994 - 2001

Skills
Financial Analysis, Requirements Analysis, Process Improvement, Software Development, Leadership, Sarbanes-Oxley Act, Accounting Applications, ERP Implementations, Microsoft Dynamics, Cost Accounting, Cross-functional Team..., Integration, Business Process, Change Management, Risk Management, Finance, Budgets, Business Process..., Mergers & Acquisitions, Analysis, Forecasting, Financial Reporting, Financial Modeling, Accounting

Education
University of Houston, C.T. Bauer College of Business   2003 — 2005
Master of Science, Accountancy

University of Houston, C.T. Bauer College of Business   1995 — 1998
MBA, MBA

McNeese State University   1985 — 1990
Bachelors, Engineering

Andrea McCormick Andrea McCormick Greater New York City Area Details
Andrea McCormick's Stanford Group Company Experience 2005 - 2009
Job Vice President at ESC Advisors
Industry Investment Banking
Experience
ESC Advisors   February 2010 - Present
Stanford Group Company   2005 - 2009
JPMorgan Chase  2002 - 2005

Skills
Series 7, Private Placements, Investment Banking, Valuation, Financial Modeling

Education
The University of Chicago Booth School of Business   2000 — 2002
MBA, Finance, Accounting

University of Waterloo   1993 — 1995
Master of Science (M.Sc.), Chemistry

University of Waterloo   1989 — 1993
Bachelor of Science (B.Sc.), Honours Chemistry

Buddy Lyons, CFA Buddy Lyons, CFA Greater Memphis Area Details
Buddy Lyons, CFA's Stanford Group Company Experience 2003 - 2005
Job CEO/Founder at Entac Medical LLC
Industry Medical Devices
Experience
Entac Medical LLC   August 2011 - Present
The Lyons Share Group LLC   September 2005 - Present
arGentis Pharmaceuticals Inc.   August 2006 - September 2008
Stanford Group Company   2003 - 2005
Morgan Keegan  August 2001 - July 2003
Wachovia Asset Management  1995 - 1999
Policy Management Systems Corp  1984 - 1988
Policy Management Systems Corp  1984 - 1988

Skills
Biotechnology, Strategy, Start-ups, Medical Devices, Pharmaceutical Industry, Clinical Development, Clinical Trials, Oncology, FDA, Business Development, Valuation, Leadership, Biopharmaceuticals, Equities, Portfolio Management, Investments, Strategic Planning, Healthcare, Finance

Education
Duke University - The Fuqua School of Business   1988 — 1990
MBA, Investment Finance

University of South Carolina - Darla Moore School of Business   1980 — 1984
B.S., Finance and Business Economics

Mitch Clayton, CMT Mitch Clayton, CMT Greater Memphis Area Details
Mitch Clayton, CMT's Stanford Group Company Experience 2000 - March 2009
Job Vice President, Fixed Income Sales
Industry Financial Services
Experience
SunTrust Robinson Humphrey  January 2011 - Present
EMPI RECOVERY SCIENCES   January 2010 - January 2011
STANFORD FINANCIAL GROUP  March 2000 - March 2009
Stanford Group Company   2000 - March 2009
Fidelity Financial   January 1999 - March 2000

Skills
Investments, Strategy, Equities, Fixed Income, Business Development, Forecasting, Options, Finance, Marketing Strategy, CRM, Financial Services, Sales, Product Marketing, Research, Portfolio Management, Strategic Planning, Series 7, Loans, Technical Analysis, Budgets, Credit

Education
Belhaven University   2004 — 2006
MBA, Management

University of Mississippi - School of Business Administration   1996 — 1998

University of Mississippi
B.B.A

Lauren Kranich Lauren Kranich Greater New York City Area Details
Lauren Kranich's Stanford Group Company Experience May 2006 - August 2009
Job Harry Walker Agency
Industry Public Policy
Experience
Harry Walker Agency   June 2011 - Present
Fairleigh Dickinson University  January 2010 - May 2011
Office of the Deputy Mayor for Health and Human Services   September 2010 - December 2010
The White House Project  August 2009 - January 2010
Stanford Group Company   May 2006 - August 2009
EchoDitto  August 2005 - March 2006
NARAL Pro-Choice America  January 2005 - May 2005
Office of Honey W. Nashman, The George Washington University   September 2002 - May 2005
Children's Defense Fund  2005 - 2005
EMILY's List  January 2004 - September 2004

Education
The George Washington University - School of Business   2007 — 2007
Certificate, Event Management

The George Washington University   2001 — 2005
BA, Political Science

Derrick Woodard Derrick Woodard Greater New York City Area Details
Derrick Woodard's Stanford Group Company Experience 2008 - 2009
Job MedTech Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.  2013 - Present
Ferghana Partners  2010 - 2012
Stanford Group Company   2008 - 2009

Skills
Valuation, Mergers

Education
New York University   2005 — 2007
Master's degree, Finance and Financial Management Services

Brown University   2000 — 2004
Bachelor of Arts (BA), Human Biology

Gary Lieberman, CFA Gary Lieberman, CFA Greater New York City Area Details
Gary Lieberman, CFA's Stanford Group Company Experience September 2006 - March 2009
Job Senior Healthcare ServicesFacilities Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securites   March 2009 - Present
Stanford Group Company   September 2006 - March 2009
Morgan Stanley  1996 - 2006
JP Morgan  1991 - 1995
Security Archives and Storage Company   1988 - 1988

Education
University of Delaware   1987 — 1991
BSBA, Finance, Operations, MIS

University of Delaware - Lerner College of Business and Economics   1987 — 1991
BSBA, Finance, Operations, MIS

EBHS

Jerry Castricato Jerry Castricato Greater New York City Area Details
Jerry Castricato's Stanford Group Company Experience 2007 - 2009
Job Senior Manager at EY
Industry Financial Services
Experience
EY  2014 - Present
iGATE  2013 - January 2014
Citi  2010 - 2013
George Weiss Associates  March 2010 - February 2011
MetLife Investors  2009 - March 2010
Eaton Vance  2009 - 2009
Stanford Group Company   2007 - 2009
AIG  2007 - 2008
Credit Suisse First Boston  2006 - 2007
JP Morgan  2003 - 2006

Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing

Education
City University of New York-Hunter College   1976 — 1983

City University of New York-Hunter College   1974 — 1981

Fordham Prep High School   1969 — 1973

Blessed Sacrament elementry   1963 — 1971

Kerry Jackson Kerry Jackson Houston, Texas Area Details
Kerry Jackson's Stanford Group Company Experience October 2006 - August 2010
Job Controller at GC Services, LP
Industry Consumer Services
Experience
GC Services  September 2010 - Present
Stanford Group Company   October 2006 - August 2010
BDO Seidman  2001 - 2006
Arthur Andersen LLP  1995 - 2001

Skills
Accounting, CPA, Sarbanes-Oxley Act, Auditing, Financial Reporting, GAAP, General Ledger, Financial Analysis, Internal Controls, US GAAP, Accounts Payable, Internal Audit, SEC filings, Assurance

Education
Louisiana State University and Agricultural and Mechanical College   1991 — 1995
Bachelor of Science (BS), Accounting

Toby Kiefer Toby Kiefer Houston, Texas Area Details
Toby Kiefer's Stanford Group Company Experience January 2004 - Present
Job Digital Media Specialist at Stanford
Industry Design
Experience
Stanford Group Company   January 2004 - Present
Kitba / Valley Forge   March 2001 - January 2004
TeS Multimedia   May 1998 - March 2001

Education
McNeese State University   1995 — 1999

Alan Richmond Alan Richmond Greater Memphis Area Details
Alan Richmond's Stanford Group Company Experience May 2007 - August 2008
Job at Wunderlich Securities
Industry Investment Management
Experience
Wunderlich Securities  March 2009 - Present
Stanford Group Company   May 2007 - August 2008
Trustmark National Bank  May 2006 - August 2006

Skills
Wealth Management, Investment Advisory, Series 7, Series 66, Series 53, Investments, Portfolio Management, Securities, Fixed Income, Finance, Investment Strategies, Financial Services, Asset Allocation

Education
Haslam College of Business at the University of Tennessee   2007 — 2008
MBA

Mississippi State University   2003 — 2007
BBA

Roger Kurian, MS Computer Science,PMP, CSM Roger Kurian, MS Computer Science,PMP, CSM Houston, Texas Area Details
Roger Kurian, MS Computer Science,PMP, CSM's Stanford Group Company Experience 2007 - 2008
Job Sr Manager at Royal Dutch Shell
Industry Information Technology and Services
Experience
Royal Dutch Shell  August 2012 - Present
Wells Fargo  July 2009 - Present
Stanford Financial  March 2008 - Present
JP Morgan  2007 - Present
Hewlett-Packard  2007 - Present
Stanford Group Company   2007 - 2008
Citigroup  June 2006 - March 2007
Hewlett Packard  2005 - 2006
Countrywide  January 2003 - February 2004
Integriy Global Marketing   2002 - 2002

Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., PMO, PMP, Vendor Management, Process Improvement, Requirements Gathering, Agile Methodologies, Visio, Data Warehousing

Education
Kent State University   2001 — 2003

Kent State University
Masters

PCT College of Engineering,Mumbai
Bachelors

Monet Bloodworth Monet Bloodworth Charlotte, North Carolina Area Details
Monet Bloodworth's Stanford Group Company Experience August 2006 - February 2009
Job Customer Relations at Cockerham & Associates
Industry Food & Beverages
Experience
Cockerham & Associates   April 2012 - Present
Simply Cupcakes of Charlotte   August 2010 - Present
Stanford Group Company   August 2006 - February 2009
Bank of America  August 1996 - August 2006

Skills
Marketing, Customer Service, Sales, Leadership, Event Planning, Leadership Development, Account Management, Time Management, Team Leadership, Team Building, Social Networking, Management, Event Management, Budgets, Advertising

Education
North Carolina Agricultural and Technical State University   1992 — 1996
BS, Marketing

Jonathan Burklund Jonathan Burklund Greater New York City Area Details
Jonathan Burklund's Stanford Group Company Experience October 2005 - March 2009
Job Weild & Co. Head of Investment Banking
Industry Investment Banking
Experience
Weild & Co.   March 2009 - Present
Full Circle Capital Corporation   May 2014 - May 2015
River Corporate Advisors   March 2009 - May 2015
Stanford Group Company   October 2005 - March 2009
Prudential Securities  1996 - 1999
Lehman Brothers  1986 - 1996

Skills
Healthcare, Corporate Advisory, Venture Capital, Mergers, Corporate Finance, Restructuring, Investment Banking, Corporate Development, Mergers & Acquisitions, Equities, Finance, Capital Raising, Start-ups, Financial Advisory, Funding, Executive Management, Capital Markets, Corporate Law, Private Placements, Investments, IPO, Management, LBO, Due Diligence, Private Equity, Valuation, Hedge Funds, M&A experience, Investor Relations, Financial Structuring

Education
Northeastern University   1978 — 1983
BSBA, Finance and Management

Dirk Harris, CFP®, CFA Dirk Harris, CFP®, CFA La Jolla, California Details
Dirk Harris, CFP®, CFA's Stanford Group Company Experience April 2002 - March 2009
Job Senior Wealth Manager at AlphaCore Capital LLC
Industry Financial Services
Experience
AlphaCore Capital LLC   August 2015 - Present
Basic American Financial, Inc.   September 2009 - August 2015
Stanford Group Company   April 2002 - March 2009

Skills
Leadership, Team Building, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Asset Management, Retirement Planning, Investment Advisory, Securities, Fixed Income, Financial Analysis, Asset Allocation, Financial Modeling, Strategic Financial..., Bloomberg, Valuation, Series 7, Financial Planning

Education
Louisiana State University   1996 — 2002
B.S., Microbiology and Finance

Kristi Creighton Kristi Creighton Greater New York City Area Details
Kristi Creighton's Stanford Group Company Experience April 2008 - March 2009
Job Executive Assistant at MSD Capital, L.P.
Industry Executive Office
Experience
MSD Capital, L.P.   December 2009 - Present
Stanford Group Company   April 2008 - March 2009
Thomas Weisel Partners  August 2005 - April 2008
Deutsche Bank Securities  August 1999 - August 2005

Skills
Administrative..., Executive..., Microsoft Office, Customer Service, Management, Strategic Planning, Marketing, Event Planning, Equities, Investments, Private Equity, Event Management, Hedge Funds, Investment Banking

Education
Frostburg State University
Bachelor of Science, Business Adminstration with a Concentration in Marketing

Carter Driscoll Carter Driscoll Greater New York City Area Details
Carter Driscoll's Stanford Group Company Experience August 2006 - May 2008
Job Sr. Anlayst Clean Technologies & Emerging Energy at MLV & Co.
Industry Financial Services
Experience
MLV & Co  May 2014 - Present
ASCENDIANT CAPITAL GROUP, LLC   January 2013 - May 2014
CapStone Investments  March 2009 - January 2013
Stanford Group Company   August 2006 - May 2008
IRG Research   May 2003 - July 2005
Friedman Billings Ramsey, Inc   2001 - 2003

Skills
Hedge Funds, Equities, Financial Modeling, Equity Research, Valuation, Venture Capital, Alternative Investments, Investments, Chartered Financial..., Capital Markets, Investment Banking, Bloomberg, Private Equity, Fixed Income, Portfolio Management, Equity Valuation

Education
University of Rochester - Simon Business School   1995 — 1997
MBA, Finance, Corporate Accounting

Hamilton College   1988 — 1992
Bachelor of Arts, Economics & Spanish

Elizabeth Hammett Elizabeth Hammett Baton Rouge, Louisiana Area Details
Elizabeth Hammett's Stanford Group Company Experience February 2007 - August 2010
Job at Hannis T. Bourgeois
Industry Financial Services
Experience
Hannis T. Bourgeois   January 2010 - Present
Stanford Group Company   February 2007 - August 2010
Janet Parker and Associates   August 2003 - February 2007
Government Consultants of Louisiana   May 2006 - August 2006
Congressman Rodney Alexander   May 2005 - August 2005
Harris, Deville & Associates   September 2002 - August 2003

Education
Louisiana State University   2002 — 2006
Finance

Dayna Burns Dayna Burns Houston, Texas Area Details
Dayna Burns's Stanford Group Company Experience July 2006 - Present
Job branch development at stanford group co
Industry Financial Services
Experience
Stanford Group Company   July 2006 - Present
Stanford Financial Group  2006 - Present

Education
Florida Institute of Technology   2008 — 2010
MBA, Management

university of redlands

Michael K. Jones, CFP® Michael K. Jones, CFP® Greater Memphis Area Details
Michael K. Jones, CFP®'s Stanford Group Company Experience 2005 - 2009
Job Principal Review Desk Manager at Wunderlich Securities, Inc.
Industry Investment Management
Experience
Wunderlich Securities, Inc.   November 2009 - Present
Oppenheimer & Co., Inc.   March 2009 - July 2009
Stanford Group Company   2005 - 2009

Skills
Series 24, Series 7, Securities, FINRA, Options, Financial Services, Investments, Equities, Wealth Management, Mutual Funds, Portfolio Management

Education
Christian Brothers University   2003 — 2004
Executive Certificate in Financial Planning, Financial Planning

University of Tennessee-Knoxville   1982 — 1988
Bachelor of Arts

John Ngugi John Ngugi Houston, Texas Area Details
John Ngugi's Stanford Group Company Experience June 2007 - Present
Job OWNER at KIBZ INVESTMENT
Industry Financial Services
Experience
KIBZ INVESTMENT   September 2009 - Present
Stanford Group Company   June 2007 - Present
Stanford Capital Management   2007 - 2009
State Street  November 2000 - June 2006

Education
Boston University
MSF, Financial Economics

FINRA
Series 7, General Security Rep

Northeastern University
BSBA, Finance

Quincy College
AS, Accounting

John Putnam John Putnam West Palm Beach, Florida Area Details
John Putnam's Stanford Group Company Experience May 2004 - July 2006
Job Director of Research at WebVest Advisors
Industry Investment Banking
Experience
WebVest Securities   January 2013 - Present
CapStone Investments  August 2009 - January 2013
NextWave Research, Inc.   December 2008 - August 2009
NextWave Research, Inc   November 2008 - August 2009
Dawson James Securities  September 2006 - December 2008
Dawson James Securities  September 2006 - November 2008
Stanford Group Company   May 2004 - July 2006
Stanford Group Company   February 2002 - May 2004
Gruntal & Co  June 1998 - February 2002
Gruntal  September 1997 - June 1998

Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Private Equity, Structured Products, Bonds, Investments, Due Diligence, Trading, Corporate Finance, Alternative Investments, Portfolio Management, Asset Managment, Securities

Education
The George Washington University - School of Business   1973 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Baldwin-Wallace University   1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General

Felice Gavin Felice Gavin Greensboro/Winston-Salem, North Carolina Area Details
Felice Gavin's Stanford Group Company Experience August 2008 - March 2009
Job Executive Assistant at Volvo Trucks
Industry Retail
Experience
Volvo Trucks  February 2014 - Present
Tanger Factory Outlet Centers, Inc.   August 2011 - December 2013
Syngenta Crop Protection  January 2011 - August 2011
New Breed Logistics  August 2009 - July 2010
Stanford Group Company   August 2008 - March 2009
Lincoln Financial Group  December 2006 - March 2008
United Way of Greater Greensboro  August 2005 - November 2005
TFL USA/Canada, Inc.   February 2003 - March 2005
Kucera Pharmaceutical   2003 - 2004
Piedmont Entrepreneurs Network   June 2002 - February 2003

Skills
Budgets, Recruiting, Human Resources, Event Planning, Management, Project Management, Training, Microsoft Word, Coaching, Project Planning, Administrative..., Microsoft Office, Customer Service

Education
The Catholic University of America   1963 — 1967
Nursing

Lima Central Catholic   1962 — 1963
academic, pre college

Richmond High School   1960 — 1963
academic, pre college

Emilio Mejia Emilio Mejia Houston, Texas Area Details
Emilio Mejia's Stanford Group Company Experience November 2000 - July 2008
Job International Financial Advisor at Actinver Securities, Inc
Industry Financial Services
Experience
Actinver Securities, Inc   July 2008 - Present
Stanford Group Company   November 2000 - July 2008
Abaco Casa de Bolsa   July 1994 - August 1998
Casa de Bolsa inverlat   July 1986 - July 1994

Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Series 7, Series 66, General Lines Agent..., Banking, Equities, Insurance, Uniform Combined State..., Bloomberg, Derivatives, Mutual Funds, Asset Managment, Strategic Financial..., Fixed Income, Wealth Management, Securities, Investment Banking, Asset Allocation

Education
IPADE Business School   1996 — 1998
MBA, Business Administration

Escuela Bancaria y Comercial   1985 — 1989
CPA, Accounting

Walter Alvarez Walter Alvarez Miami/Fort Lauderdale Area Details
Walter Alvarez's Stanford Group Company Experience December 2008 - February 2009
Job Commercial Real Estate Lender/Broker at Absolut Financial Resources
Industry Financial Services
Experience
Absolut Financial Resources   October 2009 - Present
Rotary Club of Coral Gables   2001 - Present
Coral Gables Rotary Club   July 2012 - June 2013
Security Bank, N.A.   January 2011 - April 2012
Stanford Group Company   December 2008 - February 2009
The International Bank of Miami  November 2005 - August 2008
EWM Mortgage   June 2004 - November 2005

Skills
Banking, Risk Management, Commercial Lending, Loans, Financial Modeling, Financial Analysis, Strategic Planning, Commercial Mortgages, Corporate Finance, Small Business Lending, Financial Structuring, Mortgage Lending, Credit, Financial Risk, Investments, Underwriting, Commercial Banking, Commercial Real Estate

Education
Georgia Institute of Technology   1967 — 1975
Industrial Mgt., Finance, Statistics, Economics

Carolyn Andrews Carolyn Andrews Houston, Texas Area Details
Carolyn Andrews's Stanford Group Company Experience August 2006 - June 2008
Job Complex Operations Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   June 2013 - Present
UBS Financial Services, Inc.   September 2012 - June 2013
Morgan Keegan  August 2008 - September 2012
Stanford Group Company   August 2006 - June 2008
TexasOne Investment Services   July 2002 - July 2006
Bank United Securities/WM Financial Services   September 1999 - May 2002

Education
University of Houston
BA, Advertising/Public Relations

Ed Novak Ed Novak Greater New York City Area Details
Ed Novak's Stanford Group Company Experience 2004 - 2009
Job Principal at Pacific Futures & Capital
Industry Financial Services
Experience
Pacific Futures & Capital   2013 - Present
Tazza Cafe  2010 - Present
Stanford Group Company   2004 - 2009
Neuberger Berman  1992 - 2003

Education
Carnegie Mellon University

Charlene (Char) McDougall, SPHR, MS-HRM Charlene (Char) McDougall, SPHR, MS-HRM Houston, Texas Area Details
Charlene (Char) McDougall, SPHR, MS-HRM's Stanford Group Company Experience May 2007 - February 2009
Job Corporate Employee RelationsHuman Resources Manager at Willbros
Industry Oil & Energy
Experience
Willbros  September 2010 - Present
Willbros  September 2010 - March 2012
Stanford Financial Group Receivership   February 2009 - September 2010
Stanford Group Company   May 2007 - February 2009
American General Corp/American International Group   2001 - May 2007
American General Corporation  March 1999 - 2001
VALIC/American General Corporation   March 1993 - 1999

Skills
Employee Relations, Organizational..., Talent Acquisition, Employee Engagement, Human Resources, Training, Management, Onboarding, Employment Law, Leadership, Talent Management, HRIS, Strategic Planning, Employee Benefits, HR Consulting, Succession Planning, Benefits Administration

Education
Houston Baptist University   1992 — 1996
MS-HR Mgmt, Management - Human Resources

The University of Texas at Austin - Red McCombs School of Business
BBA, Business

Charles J Hazlett Charles J Hazlett Miami/Fort Lauderdale Area Details
Charles J Hazlett's Stanford Group Company Experience January 2002 - July 2003
Job Managing Partner of JEY Hospitality Group, Rok Brgr, Public House,Salinas Beach Club, WebDiner
Industry Financial Services
Experience
CP Capital Securities   July 2003 - July 2007
Stanford Group Company   January 2002 - July 2003
Prudential Securities  August 1992 - January 2002
Merrill Lynch  January 1988 - August 1992
Morgan Stanley  March 1986 - December 1988

Skills
Investments, Venture Capital, Small Business, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Private Equity, Series 7, Derivatives, Asset Management, Wealth Management, Securities

Education
Florida International University   1979 — 1983
Bachelor of Business Administration (BBA), Finance and International Business

Brigid (Mooney) Rotigel Brigid (Mooney) Rotigel Fort Myers, Florida Area Details
Brigid (Mooney) Rotigel's Stanford Group Company Experience 2007 - 2008
Job Mathematician at Zenerji
Industry Research
Experience
Zenerji   2008 - Present
Stanford Group Company   2007 - 2008
Miami-Dade County Public Schools  2006 - 2007

Skills
Investment Banking, Microsoft Excel, Teacher Training, Strategic Planning, Microsoft Office, Equities, R, Data Analysis, Research, Stata, Investments, SQL, Time Management, Economics, Teaching, Project Management, Financial Modeling, Financial Analysis, Analysis, Tutoring, Mergers & Acquisitions, Databases, Policy Analysis, Python, Public Speaking, HTML, Event Planning, Technical Writing, Management, Software Development, Fixed Income, Spanish, Valuation, Linux, C#, MySQL, Budgets

Education
University of Pennsylvania   2005 — 2006
MA, Mathematics

University of Cambridge   2004 — 2005
Mathematics

Indiana University of Pennsylvania   2001 — 2005
BS, Mathematics

University High School   1997 — 2001

Dilda Dalvi Dilda Dalvi Austin, Texas Area Details
Dilda Dalvi's Stanford Group Company Experience June 2006 - February 2009
Job Client associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - May 2015
Wells Fargo Advisors  June 2013 - June 2014
Oppenheimer & Co. Inc   March 2009 - June 2009
Stanford Group Company   June 2006 - February 2009
Legg Mason  August 2004 - June 2006
DSQ Software  1999 - 2000
Hutchison Max Telecom (MaxTouch/Orange)   1997 - 1999

Skills
FINRA, Series 7, Series 63, Securities, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Telecommunications, Customer Service..., Financial Services, Financial Advisory, Management, Asset Management, Risk Management

Education
Karnatak University   1992 — 1994
B.Com, Accounting and Economics

Gogte College of Commerce
B.Com, Economics & Accounting

eric urena eric urena Miami/Fort Lauderdale Area Details
eric urena's Stanford Group Company Experience January 2005 - March 2009
Job Trader at vector global wealth management
Industry Financial Services
Experience
VectorGlobal Wealth Management Group  April 2009 - Present
Stanford Group Company   January 2005 - March 2009
Lehman Brothers  October 1996 - January 2004

Skills
Series 7, Equities, Portfolio Management, series 3, series 4, Series 63, series 24, series 27, series 53, series 55, Registered Investment...

Education
University of Florida   1991 — 1993
Master of Business Administration (MBA)

University of Florida   1985 — 1990
Bachelor's degree, Material Science Enginerring

Ramiro Gomez-Rincon Ramiro Gomez-Rincon Houston, Texas Area Details
Ramiro Gomez-Rincon's Stanford Group Company Experience May 2004 - January 2008
Job Senior Vice President at BBVA Compass
Industry Financial Services
Experience
BBVA Investments, Inc.   February 2008 - Present
Stanford Group Company   May 2004 - January 2008
Bancomer Securities International, Inc.   September 2001 - May 2004

Education
Universidad La Salle, A.C.   1978 — 1982
Bachelor in Bussiness, Bussiness Administration

Manuel Levitt Manuel Levitt Washington D.C. Metro Area Details
Manuel Levitt's Stanford Group Company Experience September 2008 - January 2009
Job Summer Intern at International Corporate Accountability Roundtable
Industry Legal Services
Experience
International Corporate Accountability Roundtable  May 2015 - Present
GM & Associates   September 2013 - June 2014
Beijing Union University - Business Campus   August 2013 - June 2014
Lerman Senter PLLC  January 2011 - August 2012
BrooksBowerAsia (now BowerAsiaGroup)   March 2010 - January 2011
Locke Lord Bissell & Liddell LLP  January 2010 - May 2010
Stanford Group Company   September 2008 - January 2009
American Israeli Chamber of Commerce   June 2008 - August 2008

Skills
Policy Analysis, Due Diligence, Politics, Editing, International Relations, Research, Contract Management, Regulatory Documentation, Regulatory Filings, Contractual Agreements, Legal Research, Chinese, Strategic Planning, Sponsorship, Media Research, Social Networking, Leadership, Intellectual Property, Legal Writing

Education
The George Washington University Law School   2014 — 2017
Doctor of Law (J.D.)

University of Oxford   2015 — 2015
Certificate, International Human Rights Law

Mandarin Leadership Center   2012 — 2014
Certificate, Chinese Language and Literature

The George Washington University   2006 — 2010
BA, Cum Laude, International Affairs, Concentration in International Economics

Beijing Foreign Studies University   2009 — 2009
Certificate, Mandarin Chinese

Montgomery Bell Academy   2002 — 2006

Anna Bosquez Anna Bosquez Houston, Texas Area Details
Anna Bosquez's Stanford Group Company Experience 1996 - 1998
Job District Instructional Technology Teacher at Klein ISD
Industry Education Management
Experience
Klein ISD  January 2013 - Present
Klein ISD  August 2005 - Present
Stafford Municipal School District  2001 - 2005
Burr Wolff, LLP   1998 - 2000
Stanford Group Company   1996 - 1998
Big Ball Sports/Print the Planet   1994 - 1996

Education
University of St. Thomas (TX)   2001 — 2003
Education

University of Houston   1989 — 1994
BA, Psychology

Ezra Saul Ezra Saul Houston, Texas Area Details
Ezra Saul's Stanford Group Company Experience 2006 - 2007
Job Account Executive at Xpress Business Products
Industry Business Supplies and Equipment
Experience
Xpress Business Products  November 2008 - Present
Stanford Group Company   2006 - 2007
Stanford Group Company   2003 - 2003

Education
Texas State University   2004 — 2007
Business Marketing and Business Finance

Tom Parlon, MBA Tom Parlon, MBA Greater Boston Area Details
Tom Parlon, MBA's Stanford Group Company Experience December 2008 - March 2009
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies, LLC  June 2012 - Present
StreetAccount LLC  August 2011 - May 2012
Auriga Securities   June 2010 - March 2011
Soleil Securities  April 2009 - May 2010
Stanford Group company   December 2008 - March 2009
Wachovia Securities, LLC  September 2000 - November 2008

Education
Northeastern University   1997 — 2000
MBA, business

Northeastern University   1991 — 1995
BS and MBA

St. Sebastian's

Kevin Webb, CFA Kevin Webb, CFA Houston, Texas Area Details
Kevin Webb, CFA's Stanford Group Company Experience December 1996 - February 2009
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  February 2009 - Present
Stanford Group Company   December 1996 - February 2009
Lehman Brothers  May 1995 - December 1996

Skills
Asset Management, Bonds, Equities, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Quantitative Analytics, Risk Management, Series 7, Valuation

Education
Louisiana Tech University   1992 — 1995
MBA, Quantitative Analysis

Louisiana Tech University   1987 — 1992
BS, MIS

Louisiana Tech University   1987 — 1992
BS, Finance

Andrew Brookshire Andrew Brookshire Kansas City, Missouri Area Details
Andrew Brookshire's Stanford Group Company Experience 2007 - 2009
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial  January 2014 - Present
ING Financial Partners  July 2010 - January 2014
Amherst Securities Group  June 2009 - June 2011
Stanford Group Company   2007 - 2009

Education
The University of Texas at Austin   1993 — 1997
BA, Business Economics

Stephanie Nilsen Stephanie Nilsen West Palm Beach, Florida Area Details
Stephanie Nilsen's Stanford Group Company Experience June 2006 - February 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Capital Guardian, LLC  August 2012 - January 2014
Morgan Stanley  June 2011 - August 2012
Rehmann Financial  October 2009 - June 2012
Stanford Group Company   June 2006 - February 2009
Banc of America Investments  December 2001 - June 2006

Education
Palm Beach Atlantic University   2001 — 2003
Bachelor of Arts

Eddie Carreno Eddie Carreno Miami/Fort Lauderdale Area Details
Eddie Carreno's Stanford Group Company Experience January 2008 - February 2009
Job Complex Sales Manager at Citi
Industry Investment Management
Experience
Citi  December 2013 - Present
Citi  November 2010 - December 2013
Citigroup  November 2009 - November 2010
Brick Investment Advisors   April 2009 - November 2009
Stanford Group Company   January 2008 - February 2009
Merrill Lynch  July 2006 - January 2008
Merrill Lynch  June 2005 - July 2006
Merrill Lynch  November 2001 - June 2005
Merrill Lynch  September 2001 - November 2001

Skills
Asset Management, Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Alternative Investments, Investment Products, Brokerage, Portfolio Management

Education
University of Florida - Warrington College Of Business   2004 — 2005
Masters, MBA

Vanderbilt University   1997 — 2001
Bachelors, Economics

Hyacinth Gordon Hyacinth Gordon Greater New York City Area Details
Hyacinth Gordon's Stanford Group Company Experience January 2008 - February 2009
Job Executive Assistant at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan  January 2011 - Present
Kelly Services  June 2009 - January 2011
Stanford Group Company   January 2008 - February 2009
American Express Company  October 2005 - July 2007
JP Morgan Chase Bank  September 2003 - October 2005
American Express  April 1999 - January 2002

Skills
Human Resources, Event Planning, Training, Event Management, Budgets, Interviews, Management, Time Management, Office Management, Payroll, Marketing, Onboarding

Education
CUNY Bernard M. Baruch College   2013 — 2015
BA Communications

City University of New York-Brooklyn College   2010 — 2013
BA, Business Finance & Investments

Borough of Manhattan Community College   2003 — 2008
Associate, Business Administration

nita elsenbrock nita elsenbrock Houston, Texas Area Details
nita elsenbrock's Stanford Group Company Experience January 1997 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Stanford Group Company   January 1997 - February 2009
Stanford Financial Group  1997 - 2009

Education
University of Houston

Daniel Bogar Daniel Bogar Miami/Fort Lauderdale Area Details
Daniel Bogar's Stanford Group Company Experience August 2000 - March 2009
Job President / CEO at American Green Technology, Inc.
Industry Electrical/Electronic Manufacturing
Experience
American Green Technology, Inc.   February 2012 - Present
American Green Technology,  September 2011 - February 2012
Stanford Group Company   August 2000 - March 2009
Stanford Financial Group  2000 - 2009
CellStar  September 1987 - August 2000

Skills
Strategic Thinking, Finance, Leadership, Mergers, Business Development, Investments, Entrepreneurship, Business Strategy, Strategic Planning, Management Consulting, Due Diligence, Financial Analysis, Sales Management, Strategy, Negotiation, Financial Services, Financial Modeling, Risk Management, New Business Development, Start-ups, Mergers & Acquisitions, Banking, Analysis, Forecasting, Executive Management, Team Building, Private Equity, Investment Banking, Venture Capital, Strategic Financial..., Recruiting, Management, Corporate Finance, Business Planning, Telecommunications, Portfolio Management, Valuation, Strategic Partnerships, Competitive Analysis, International Business, Sourcing, Restructuring, Corporate Development, IPO, Asset Management, Emerging Markets, Structured Finance, M&A experience, Business Valuation, Alternative Investments

Education
University of St. Thomas (TX)   1987 — 1990
MBA, Finance

Stephen F. Austin State University   1977 — 1981
BBA, Marketing

Westbury HS   1975 — 1977
Highschool

Randy Pickett Randy Pickett Dallas, Texas Details
Randy Pickett's Stanford Group Company Experience November 2007 - February 2009
Job Executive Director Investments
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   March 2009 - Present
Stanford Group Company   November 2007 - February 2009
The Bank of New York - Private Client Investment Services   November 2005 - November 2007
Lockwood Financial Services, Inc.   July 1996 - October 2005

Skills
Financial Advisory, Investment Strategies, Business-Succession..., Fixed Income Strategies, Multigenerational..., Estate Investment..., Wealth Management..., 401(k) Rollovers, Wealth-Preservation..., Retirement-Plan...

Education
Southern Methodist University - Cox School of Business   1986 — 1987
MBA, Investment Finance

The University of Texas at Austin   1982 — 1984
BBA, Marketing/Insurance

Adyari Morales Adyari Morales Miami/Fort Lauderdale Area Details
Adyari Morales's Stanford Group Company Experience 2008 - 2009
Job Administrator at Straat Investments
Industry Banking
Experience
Straat Investments   October 2009 - Present
Stanford Group Company   2008 - 2009
Citibank Private   September 2006 - February 2008

Skills
Banking, Commercial Banking, Investment Banking, Credit, Loans, Investments, Equities, Financial Services, Wealth Management

Education
University of Florida   2002 — 2006
Business Administration and Management, General

Mariana Mederos Mariana Mederos Miami/Fort Lauderdale Area Details
Mariana Mederos's Stanford Group Company Experience February 1999 - March 2009
Job Julius Baer Investment (Panama), S.A. Independent Consultant
Industry Financial Services
Experience
Beta Capital Management, LP   August 2015 - Present
Bank Hapoalim  September 2014 - July 2015
Julius Baer Investments (Panama), S.A.   April 2014 - September 2014
State Trust Wealth Management   July 2013 - March 2014
GLOBAL INVESTOR SERVICES, LC   October 2009 - July 2013
Stanford Group Company   February 1999 - March 2009

Skills
Financial Services, AML, KYC, Due Diligence, Wealth Management..., Brokerage, Securities, Project Management, Banking, Fixed Income, Equities, Wealth Management, Management, Investments, Mutual Funds

Education
Fairleigh Dickinson University   1978 — 1983
B.S. Marketing, Marketing

Adriana Escobar Adriana Escobar Miami, Florida Details
Adriana Escobar's Stanford Group Company Experience December 2006 - December 2009
Job Senior Financial Associate at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc   September 2011 - Present
Rehmann International Wealth Managers   April 2010 - September 2011
Stanford Group Company   December 2006 - December 2009
Banc of America Investments  December 2003 - December 2005

Education
Universidad de Medellín   1978 — 1983
Business Administration, Economics, Finance, Legislation, Human Resources

Centro Educacional Femenino de Antioquia
High School Diploma

Chuck Vollmer Chuck Vollmer Sarasota, Florida Details
Chuck Vollmer's Stanford Group Company Experience August 2004 - March 2009
Job 101 Mobility Sarasota Owner
Industry Medical Devices
Experience
101 Mobility  November 2013 - Present
Esio Beverage Company   January 2010 - Present
Oppenheimer & Co.   March 2009 - October 2009
Stanford Group Company   August 2004 - March 2009

Skills
Trust Administration, Sales, Sales Management, Investment Management, Estate Planning, Strategic Financial..., Entrepreneurship, Networking, Management, Marketing, Leadership, New Business Development, Start-ups, Small Business, Investments, Finance, Healthcare, Customer Service, Team Building, Financial Planning, Public Speaking, Healthcare Management, Strategic Planning

Education
Bucknell University   1968 — 1971

Gannon University   1966 — 1968

Strong Vincent High School   1962 — 1966

Kikis Lamadrid Kikis Lamadrid Houston, Texas Area Details
Kikis Lamadrid's Stanford Group Company Experience 2005 - 2007
Job AMI Montessori Directress. Teacher Trainer, Consultant at Montessori School of Sugar Land
Industry Financial Services
Experience
Montessori School of Sugar Land   2013 - Present
Next Financial Group  2011 - 2012
UBS Int'l. Inc.   July 2007 - June 2009
Stanford Group Company   2005 - 2007
Saint Nicholas Montessori School   1999 - 2001
Longwood Montessori School   1998 - 1999
AIAS  1994 - 1996

Education
El Colegio de México

Jeffrey Posner Jeffrey Posner Greater New York City Area Details
Jeffrey Posner's Stanford Group Company Experience 2007 - 2009
Job at Needham & Company
Industry Financial Services
Experience
Needham & Company  August 2009 - Present
Stanford Group Company   2007 - 2009
Ryan Beck & Co.   2005 - 2007
Calyon  1997 - 2005
Vector Securities International   1995 - 1997
Sutro & Co.   1990 - 1995
PaineWebber  1986 - 1990

Skills
Institutional Sales, Equities, Syndicate, Hedge Funds, Equity Capital Markets, Valuation, Series 7, Capital Markets, Investment Banking, Equity Trading, Alternative Investments, Series 63, Bloomberg, Equity Research, Investments, Asset Management

Education
Tulane University   1982 — 1986
BA, Economics

Mazin Alkhadraa Mazin Alkhadraa Houston, Texas Area Details
Mazin Alkhadraa's Stanford Group Company Experience December 2007 - March 2009
Job Consultant
Industry Financial Services
Experience
FSI Advisory Group   May 2009 - Present
Stanford Group Company   December 2007 - March 2009
University of Houston  January 2004 - March 2009
FSI Advisory Group   August 2005 - December 2007
Promise Enterprises Inc   January 2003 - May 2005

Skills
Financial Analysis, Finance, Portfolio Management, Investments, Mutual Funds, Accounting, Financial Modeling, Data Analysis, Microsoft Excel, Analysis, Access, Valuation, Microsoft Office, PowerPoint, Corporate Finance, Financial Reporting, Bloomberg, Microsoft Word, Risk Management

Education
University of Houston   2005 — 2006
Financial Services Management Certificate, MBA

University of Houston   2004 — 2006
MBA, Finance

University of Damascus   1994 — 1999
BA, Accounting

Nolan Farhy Nolan Farhy Miami/Fort Lauderdale Area Details
Nolan Farhy's Stanford Group Company Experience January 2006 - February 2009
Job Senior Banker Africa market RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2009 - Present
Stanford Group Company   January 2006 - February 2009
UBS Wealth Management  September 2003 - November 2005
Citigroup  June 2000 - August 2003
Southern Africa Enterprise Development Fund   May 1999 - September 1999
Peace Corps  May 1995 - October 1997
Vietnam Fund Management Company   April 1994 - August 1994

Skills
Banking, Financial Services, Emerging Markets, Portfolio Management, Investment Banking, Capital Markets, Asset Managment, Private Equity, Structured Products, Financial Analysis, Hedge Funds, Investments, Private Banking, Financial Structuring, Asset Management, Credit, Investment Advisory, Credit Risk, Alternative Investments, Equities, Valuation, Wealth Management..., Financial Modeling, Financial Markets, Wealth Management, Securities, Entrepreneurship, Finance, Investment Strategies, Fixed Income

Education
Thunderbird School of Global Management   1998 — 2000
MBA, Finance

The Chinese University of Hong Kong   1993 — 1994
Exchange student, Business Studies

University of Pittsburgh   1990 — 1994
BS, Business

Semester at Sea   1992 — 1992
Attended the Spring '92 circumnavigating voyage of the Semester at Sea Program

Dan Pastore Dan Pastore Greater Boston Area Details
Dan Pastore's Stanford Group Company Experience 2004 - 2009
Job Managing Director Institutional Research Sales at Potomac Research Group
Industry Financial Services
Experience
Potomac Research Group  2014 - Present
Capstone LLC  2013 - 2013
Potomac Research Group  2009 - 2013
Stanford Group Company   2004 - 2009
Schwab Soundview Capital Markets  2002 - 2004
ABN AMRO  2000 - 2002
Putnam Investments  1996 - 2000

Skills
Equities, Series 7, Capital Markets, Macro, Regulatory Analysis, Series 24, Series 65, Institutional Sales, New Business Development, Series 63, Series 6, Technical Analysis, Private Equity, Due Diligence, Asset Management, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Hedge Funds

Education
University of Notre Dame - Mendoza College of Business   1995 — 1997
MBA, Finance

Boston College   1986 — 1990
BA, History

Noble and Greenough School

Bernie Young Bernie Young Houston, Texas Area Details
Bernie Young's Stanford Group Company Experience 2006 - 2009
Job CC&BW at MGL Consulting LLC.
Industry Financial Services
Experience
MGL Consulting LLC.   August 2013 - Present
MGL Consulting, LLC   April 2010 - August 2013
Bridgeway Capital Management, Inc.   September 2004 - May 2010
MGL Consulting Corporation   April 2009 - April 2010
Stanford Group Company   2006 - 2009

Skills
Series 7, Series 24, Series 6, Uniform Combined State..., FINRA, Securities, Securities Regulation, Investment Advisory, Alternative Investments, Investment Banking, Financial Services, Financial Advisory, Financial Risk, Equity Research, Finance, Investments, SEC, AML, Options, Series 63, Banking, Hedge Funds, Mutual Funds, Equities, Asset Management, Broker-Dealer Compliance, Investment Advisor..., Broker-Dealer Operations, Expert Witness -..., Litigation Support, Series 79, Series 99, Series 66, Series 22, Independent..., International Project..., Fair Funds Distributions, Due Diligence, Fixed Income, Wealth Management, Capital Markets, Funding

Education
Carthage College
Bachelor of Science, Business Administration and Economics

Ed Waller Ed Waller United States Details
Ed Waller's Stanford Group Company Experience 2005 - 2009
Job at Montecito Advisors
Industry
Experience
Montecito Advisors   January 2011 - Present
Stanford Group Company   2005 - 2009
Bear Stearns  1997 - 2002
Jefferies & Company  1991 - 1996

Skills
Financial Markets, Electronic Trading, Securities, Series 63, Capital Markets, Bloomberg, Trading, Risk Management, Equities, FINRA, Trading Systems, Series 7, Market Data, Options, Investments, Series 24, Equity Trading, Financial Services

Education
Pace University-Pleasantville/Briarcliff Campus   1984 — 1988
bba, business

Thomas Daniels, CFA Thomas Daniels, CFA New York, New York Details
Thomas Daniels, CFA's Stanford Group Company Experience November 2005 - March 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  October 2012 - Present
Stifel Nicolaus  June 2010 - October 2012
Thomas Weisel Partners  May 2009 - June 2010
Stanford Group Company   November 2005 - March 2009
Wells Fargo Securities  January 2005 - August 2005

Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling

Education
Dartmouth College   2001 — 2004
BA, History

Duxbury High School

Randall Sims Randall Sims Houston, Texas Area Details
Randall Sims's Stanford Group Company Experience January 2008 - January 2009
Job Web Design and Development at Upwork
Industry Internet
Experience
Upwork  August 2015 - Present
Elance  October 2013 - Present
LibertyIT   August 2013 - November 2013
Royal Gourmet House, Inc.   October 2009 - August 2013
Aquent  January 2009 - September 2009
Stanford Group Company   January 2008 - January 2009
Region 4 ESC  January 2007 - January 2008
Packserv & Solvents and Chemcial Co., Inc.   September 2006 - December 2006
Chantal   August 2006 - September 2006
Macy's  November 2004 - June 2006

Skills
Layout, Advertising, Creative Direction, Mac, Windows, Web Design, Graphic Design, Web Development, CSS, CSS3, HTML 5, Responsive Design, PSD 2 HTML, JavaScript, jQuery, PHP, MySQL, E-commerce, Adobe Creative Suite, Photoshop, InDesign, Illustrator, Flash, Adobe Acrobat, Logo Design, Art Direction, Posters, Catalogs, Dreamweaver, Drupal, C++, QuarkXPress, Copywriting, Direct Mail

Education
University of Oklahoma   1991 — 1995
Bachelor of Fine Arts (BFA), Design and Visual Communications, General

Lone Star College System   2010 — 2014
Coursework in Programming, Computer Programming

Lourdes Menendez Lourdes Menendez Miami/Fort Lauderdale Area Details
Lourdes Menendez's Stanford Group Company Experience August 2000 - December 2000
Job HEALTH INSURANCE SPECIALIST / COMMUNITY OUTREACH at CARE RESOURCE
Industry Banking
Experience
CARE RESOURCE  October 2014 - Present
CREDIT AGRICOLE PRIVATE BANK MIAMI (CAPBM)   September 2012 - August 2014
Banco Itaú  February 2001 - September 2012
ABN AMRO BANK NV MIAMI   February 2001 - June 2007
Stanford Group Company   August 2000 - December 2000
BBVA  1996 - 2000

Skills
Banking Operations, Middle Office, Retail Banking, Operational Risk..., Banking, SWIFT payments, Private Banking, Loans, SWIFT Payments

Education
American InterContinental University   2012 — 2014
MBA (in progress), INTERNATIONAL BUSINESS

Florida International University   1988 — 2000
Bachelor of Arts (B.A.), JOURNALISM / BUSINESS WRITING, 3.89

Joe Mangano Joe Mangano New York, New York Details
Joe Mangano's Stanford Group Company Experience 2007 - 2009
Job Vice President at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas  January 2015 - Present
J.P. Morgan   November 2013 - January 2015
Standard & Poor's   2010 - 2013
Stanford Group Company   2007 - 2009

Skills
Securities, Equities, Fixed Income, Capital Markets, Series 7, Bloomberg, FINRA, Hedge Funds, Series 63, Risk Management, Market Data, Financial Regulation, Financial Markets, Derivatives, Financial Services, Electronic Trading, Trading, Bonds, Alternative Investments, Options, Corporate Actions, Financial Risk, AML, Investment Banking, Structured Products, Structured Finance, Mutual Funds, Series 24

Education
Fordham University   2005 — 2009
B.S. Finance

Craig Leslie Craig Leslie Katy, Texas Details
Craig Leslie's Stanford Group Company Experience 2005 - 2008
Job Consultant Leadership and SafetyTraining
Industry Oil & Energy
Experience
Griffin Consulting  July 2010 - Present
Intertek Consulting and Training   June 2008 - June 2010
Stanford Group Company   2005 - 2008

Skills
Training, Leadership, Performance Management, Risk Management, Change Management, Energy, Financial Modeling, Management, Project Management, Management Consulting, Analysis, Leadership Development, Financial Analysis, Operations Management, Equities, Series 7, Behavioral Safety, Oil & Gas Industry, Human Factors

Education
University of Houston
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Cum Laude

Francesca Cardinale Francesca Cardinale Miami/Fort Lauderdale Area Details
Francesca Cardinale's Stanford Group Company Experience October 2005 - February 2009
Job Coordinator Shipboard HR at Royal Caribbean International
Industry Hospitality
Experience
Royal Caribbean International  May 2009 - Present
Stanford Group Company   October 2005 - February 2009
Cunard Line  August 1999 - December 2004
Premier Cruises  1997 - 1999
Carrollton School of the Sacred Heart  1985 - 1996

Skills
Travel Management, Hotels, Cruises

Education
Florida International University
BA, School of Hospitality

SUNY Stony Brook
MA, Liberal Studies

Saint John's University
BS/ Elementary Education

St John's University
BA, Elementary Education

Fran Rubinstein, MBA Fran Rubinstein, MBA Miami/Fort Lauderdale Area Details
Fran Rubinstein, MBA's Stanford Group Company Experience May 2004 - March 2006
Job Financial Advisor/Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife  January 2014 - Present
Wells Fargo Advisors, LLC  September 2011 - January 2014
Morgan Stanley Smith Barney  May 2008 - September 2011
Kaizen Media   September 2006 - March 2008
Stanford Group Company   May 2004 - March 2006
Ryan Beck & Co.   June 1999 - February 2003
Southeast Research Partners   October 1996 - July 1999
Donaldson, Lufkin & Jenrette   May 1993 - November 1996
Neuberger Berman  March 1986 - April 1993

Education
Pace University - Lubin School of Business   1987 — 1990
Master of Business Administration (MBA), Finance

State University of New York at Buffalo   1979 — 1983
Bachelor of Science (BS), Journalism & Communications

Dan Petek Dan Petek San Francisco Bay Area Details
Dan Petek's Stanford Group Company Experience October 2005 - March 2009
Job Equity Sales Trader
Industry Financial Services
Experience
Mizuho Securities Co., Ltd.   February 2011 - December 2013
Stanford Group Company   October 2005 - March 2009
Bear Stearns & Co. Inc.   October 2003 - October 2005
Lehman Brothers Inc.  May 1998 - September 2003

Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Insurance, Investments, Sales, Trading, Investment Sales, Investment Banking, Portfolio Management, Institutional..., Bloomberg, Alternative Investments

Education
University of Colorado Boulder
Bachelor of Arts (BA), History

Kevin M. Quinn Kevin M. Quinn Ramsey, New Jersey Details
Kevin M. Quinn's Stanford Group Company Experience February 2005 - February 2009
Job Managing Director Equity Sales Trading
Industry Financial Services
Experience
CRT Capital Group  July 2012 - Present
ConvergEx Group  January 2012 - April 2012
MF Global  October 2010 - October 2011
Concept Capital Markets, LLC  March 2009 - October 2010
Stanford Group Company   February 2005 - February 2009
Lynch, Jones, & Ryan / Instinet   June 1999 - February 2005
Paine Webber  June 1996 - November 1998
Scavone, McKenna, Cloud & Company   August 1989 - June 1996

Skills
Bloomberg, Equities

Education
Fordham University   1991 — 1994
Master of Business Administration (MBA), Finance, General

Syracuse University   1985 — 1988
Bachelor of Arts (B.A.), Economics

Select page

1 2


Similar Companies