Stephens Inc.
Industry: Private investment banking company
DescriptionHeadquartered in Little Rock, Arkansas, Stephens Inc. is a privately held, independent financial services firm. As one of the largest privately owned investment banks in the country, Stephens has 28 offices worldwide and employs more than 1200 people. Headquarters: Little Rock, Arkansas, United States CEO: Warren Stephens Chairperson: Simon Eccles-Williams Number of employees: 1,200 Parent organization: SI Holdings Inc. Founders: Jackson T. Stephens, Witt Stephens
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Stephens Inc. Employees
Employee
Years
Job
Industry
Charles Marcussen Charles Marcussen's Stephens Inc. Experience 2002 - February 2006
Job CPA, CGMA, Tax, Accounting, Forensic and International Tax Services for Individuals and Business
Industry Accounting
Experience
Newman, Seland & Oppenheimer, LLC October 2012 - Present
Lashley Seland, P.A. June 2009 - October 2012
Capstone Treatment Center March 2006 - February 2009
Stephens Inc. 2002 - February 2006
Fairfield Resorts 1999 - 2002
Education
Harding University 1993 — 1999
Bachelor of Business Administration (BBA), Accounting, Business Management, Marketing
Newman, Seland & Oppenheimer, LLC October 2012 - Present
Lashley Seland, P.A. June 2009 - October 2012
Capstone Treatment Center March 2006 - February 2009
Stephens Inc. 2002 - February 2006
Fairfield Resorts 1999 - 2002
Education
Harding University 1993 — 1999
Bachelor of Business Administration (BBA), Accounting, Business Management, Marketing
Sean Hakes Sean Hakes's Stephens Inc. Experience June 2014 - September 2014
Job Associate at Wildcatter Investments
Industry Financial Services
Experience
Wildcatter Investments LLC November 2014 - Present
Stephens Inc. June 2014 - September 2014
Durham University August 2013 - April 2014
Oslo Vikings American Football Club February 2013 - July 2013
Valencia Firebats Equipo De Fútbol Americano January 2012 - July 2012
Saarland Hurricanes June 2011 - October 2011
Skills
Strategic Planning, Leadership, Human Resources, Spanish, Management, Public Speaking, Teamwork, Team Leadership, Data Analysis, Time Management, Research, Fundraising, Analysis, Project Planning
Education
Durham University Business School 2013 — 2014
Master of Science (MSc), Financial Management
Colorado State University-Global Campus 2011 — 2012
Bachelor of Science (B.S.), Business Management
Wildcatter Investments LLC November 2014 - Present
Stephens Inc. June 2014 - September 2014
Durham University August 2013 - April 2014
Oslo Vikings American Football Club February 2013 - July 2013
Valencia Firebats Equipo De Fútbol Americano January 2012 - July 2012
Saarland Hurricanes June 2011 - October 2011
Skills
Strategic Planning, Leadership, Human Resources, Spanish, Management, Public Speaking, Teamwork, Team Leadership, Data Analysis, Time Management, Research, Fundraising, Analysis, Project Planning
Education
Durham University Business School 2013 — 2014
Master of Science (MSc), Financial Management
Colorado State University-Global Campus 2011 — 2012
Bachelor of Science (B.S.), Business Management
Sammi Bivens Sammi Bivens's Stephens Inc. Experience June 2013 - October 2014
Job Operations Administrator at Sowell Management Services
Industry Marketing and Advertising
Experience
Sowell Management Services November 2014 - Present
Tainted Rose April 2011 - Present
Stephens Inc. June 2013 - October 2014
Aflac May 2013 - June 2013
Arvest Bank September 2011 - January 2013
Arvest Bank December 2009 - December 2010
Arvest Bank December 2008 - December 2009
Bank of America October 2006 - December 2008
Skills
Banking, Loans, Customer Service, Cross Selling, Training, Marketing, Sales, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Microsoft Word, Event Planning, Outlook, Social Media, Social Networking, Social Media Marketing, Event Management, New Business Development, Account Management, Access, Budgets, Coaching, Credit, Customer Satisfaction, Direct Sales, Facebook, Fundraising, Leadership Development, Leadership, Public Relations, Public Speaking, Small Business Lending, Research, Team Building, Team Leadership, Teamwork, Time Management
Education
Capella University 2014 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Arkansas at Little Rock 2005 — 2009
Bachelors of Business Administration, Marketing
Sowell Management Services November 2014 - Present
Tainted Rose April 2011 - Present
Stephens Inc. June 2013 - October 2014
Aflac May 2013 - June 2013
Arvest Bank September 2011 - January 2013
Arvest Bank December 2009 - December 2010
Arvest Bank December 2008 - December 2009
Bank of America October 2006 - December 2008
Skills
Banking, Loans, Customer Service, Cross Selling, Training, Marketing, Sales, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Microsoft Word, Event Planning, Outlook, Social Media, Social Networking, Social Media Marketing, Event Management, New Business Development, Account Management, Access, Budgets, Coaching, Credit, Customer Satisfaction, Direct Sales, Facebook, Fundraising, Leadership Development, Leadership, Public Relations, Public Speaking, Small Business Lending, Research, Team Building, Team Leadership, Teamwork, Time Management
Education
Capella University 2014 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Arkansas at Little Rock 2005 — 2009
Bachelors of Business Administration, Marketing
Anthony J. Bittman, Jr. Anthony J. Bittman, Jr.'s Stephens Inc. Experience April 1983 - December 1990
Job Financial Services Professional
Industry Financial Services
Experience
Self Proprietary Electronic Futures TraderInternational Trading GroupJune 2005 - January 2009
LFG, LLC Partnership Steve Klemen September 1997 - December 1998
FCT Group June 1991 - August 1997
Self Employed Floor Trader CME January 1991 - May 1991
Stephens Inc. April 1983 - December 1990
Skills
Trading, Derivatives, Trading Systems, Financial Markets, Electronic Trading, Fixed Income, Commodity, Options, Proprietary Trading, Risk Management, Capital Markets, Bloomberg
Education
College of DuPage 1998 — 2002
Non-degree, Computer Science
University of Chicago Booth School of Business 1979 — 1982
MBA, Statistics and Econometrics
Haverford College 1973 — 1977
BS, Chemistry
Harvard University 1975 — 1976
Biochemistry
The Johns Hopkins University
Master's degree candidate, Bioinformatics
Self Proprietary Electronic Futures TraderInternational Trading GroupJune 2005 - January 2009
LFG, LLC Partnership Steve Klemen September 1997 - December 1998
FCT Group June 1991 - August 1997
Self Employed Floor Trader CME January 1991 - May 1991
Stephens Inc. April 1983 - December 1990
Skills
Trading, Derivatives, Trading Systems, Financial Markets, Electronic Trading, Fixed Income, Commodity, Options, Proprietary Trading, Risk Management, Capital Markets, Bloomberg
Education
College of DuPage 1998 — 2002
Non-degree, Computer Science
University of Chicago Booth School of Business 1979 — 1982
MBA, Statistics and Econometrics
Haverford College 1973 — 1977
BS, Chemistry
Harvard University 1975 — 1976
Biochemistry
The Johns Hopkins University
Master's degree candidate, Bioinformatics
Aaron Fogle Aaron Fogle's Stephens Inc. Experience September 2014 - Present
Job Equity Research at Stephens Inc.
Industry Research
Experience
Stephens Inc. September 2014 - Present
Federal Deposit Insurance Corporation June 2011 - August 2014
BancorpSouth March 2009 - June 2010
Education
Arkansas State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Stephens Inc. September 2014 - Present
Federal Deposit Insurance Corporation June 2011 - August 2014
BancorpSouth March 2009 - June 2010
Education
Arkansas State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Kimberley Boncella Kimberley Boncella's Stephens Inc. Experience December 2004 - June 2009
Job Director of Human Resources at TF Dental Group
Industry Medical Practice
Experience
TF Dental Group August 2014 - Present
City of Atlanta April 2014 - July 2014
Pacific Dental Services November 2013 - December 2013
Kliklok-Woodman September 2011 - October 2013
Russell J. Parker, PC July 2009 - August 2011
Stephens Inc. December 2004 - June 2009
Tempe Preparatory Academy 1996 - 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Employee Benefits, Small Business, Benefits Administration, Customer Service, Compliance, General Ledger, HRIS, Interviews, Invoicing, Microsoft Word, Project Management, Social Media, Market Analysis, Nonprofits, Networking, Social Networking, Organization, Office Management, Office Administration, Strategic Planning, Promotions, QuickBooks, Research, Volunteer Management, Windows, Human Resources, Payroll, Team Building, Budgets, Public Relations, Account Management, Training, Negotiation
Education
Arizona State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
TF Dental Group August 2014 - Present
City of Atlanta April 2014 - July 2014
Pacific Dental Services November 2013 - December 2013
Kliklok-Woodman September 2011 - October 2013
Russell J. Parker, PC July 2009 - August 2011
Stephens Inc. December 2004 - June 2009
Tempe Preparatory Academy 1996 - 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Employee Benefits, Small Business, Benefits Administration, Customer Service, Compliance, General Ledger, HRIS, Interviews, Invoicing, Microsoft Word, Project Management, Social Media, Market Analysis, Nonprofits, Networking, Social Networking, Organization, Office Management, Office Administration, Strategic Planning, Promotions, QuickBooks, Research, Volunteer Management, Windows, Human Resources, Payroll, Team Building, Budgets, Public Relations, Account Management, Training, Negotiation
Education
Arizona State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ben Bienvenu Ben Bienvenu's Stephens Inc. Experience June 2012 - Present
Job Retail Broadlines Research
Industry Financial Services
Experience
Stephens Inc. June 2012 - Present
Regions Financial Corporation July 2010 - June 2012
Education
Furman University 2005 — 2009
B.A., Business Administration
Stephens Inc. June 2012 - Present
Regions Financial Corporation July 2010 - June 2012
Education
Furman University 2005 — 2009
B.A., Business Administration
Aaron Dieringer's Stephens Inc. Experience July 2014 - Present
Job Response Force Leader at United States Air Force
Industry Law Enforcement
Experience
Stephens Inc. July 2014 - Present
United States Air Force October 2013 - Present
United States Air Force April 2012 - September 2013
United States Air Force August 2010 - March 2012
United States Air Force April 2011 - November 2011
United States Air Force October 2009 - July 2010
United States Air Force March 2009 - October 2009
United States Air Force July 2007 - August 2009
Skills
Traffic management and..., Physical Security, Military Experience, Active Shooter Incident..., Taser Instructor, ASP Baton Instructor, advanced driving, advanced firearms..., Taser, Instructor Methodology, National Security, Counterterrorism, Security, Enforcement, Training, Principles of..., Protective Serivices, Special Reaction Team, Tactics, Patrol, Criminal Law, Leadership, Force Protection, Intelligence
Education
Park University 2012 — 2016
B.S. Criminal Justice, Criminal Justice/Law Enforcement Administration
Community College of the Air Force 2007 — 2014
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Police Science
Spring Arbor University 2003 — 2006
Psychology, Criminal Justice
Stephens Inc. July 2014 - Present
United States Air Force October 2013 - Present
United States Air Force April 2012 - September 2013
United States Air Force August 2010 - March 2012
United States Air Force April 2011 - November 2011
United States Air Force October 2009 - July 2010
United States Air Force March 2009 - October 2009
United States Air Force July 2007 - August 2009
Skills
Traffic management and..., Physical Security, Military Experience, Active Shooter Incident..., Taser Instructor, ASP Baton Instructor, advanced driving, advanced firearms..., Taser, Instructor Methodology, National Security, Counterterrorism, Security, Enforcement, Training, Principles of..., Protective Serivices, Special Reaction Team, Tactics, Patrol, Criminal Law, Leadership, Force Protection, Intelligence
Education
Park University 2012 — 2016
B.S. Criminal Justice, Criminal Justice/Law Enforcement Administration
Community College of the Air Force 2007 — 2014
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Police Science
Spring Arbor University 2003 — 2006
Psychology, Criminal Justice
Kim Gotti's Stephens Inc. Experience 2001 - 2003
Job Account Manager, Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters October 2010 - Present
Thomson Reuters 2007 - September 2010
Thomson Reuters June 2003 - February 2007
Stephens Inc. 2001 - 2003
Bank of America 1997 - 2001
Merrill Lynch 1995 - 1997
Skills
Fixed Income, Market Data, Trading, Financial Markets, Financial Services, Relationship Management, Equities, Bonds, Sales, Hedge Funds, Management, CRM, Investment Banking, Commodity, Portfolio Management, Business Development, Contract Negotiation, Solution Selling, Derivatives, Bloomberg, Proprietary Trading, Securities, Strategy, microsoft, Microsoft Office, marketing, Project Managment, Customer Service, Microsoft Excel, Social Media, Leadership, Strategic Sales, Sales Analysis, Marketing
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Fairfield University
BS, Finance
Thomson Reuters October 2010 - Present
Thomson Reuters 2007 - September 2010
Thomson Reuters June 2003 - February 2007
Stephens Inc. 2001 - 2003
Bank of America 1997 - 2001
Merrill Lynch 1995 - 1997
Skills
Fixed Income, Market Data, Trading, Financial Markets, Financial Services, Relationship Management, Equities, Bonds, Sales, Hedge Funds, Management, CRM, Investment Banking, Commodity, Portfolio Management, Business Development, Contract Negotiation, Solution Selling, Derivatives, Bloomberg, Proprietary Trading, Securities, Strategy, microsoft, Microsoft Office, marketing, Project Managment, Customer Service, Microsoft Excel, Social Media, Leadership, Strategic Sales, Sales Analysis, Marketing
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Fairfield University
BS, Finance
Bruce Bowers Bruce Bowers's Stephens Inc. Experience May 1994 - September 1995
Job Senior Public Policy Advisor at Baker Donelson
Industry Government Relations
Experience
Baker Donelson June 2015 - Present
Massey, Watson, Bowers & Hembree February 2003 - May 2015
Balch & Bingham LLP September 2001 - November 2003
Beaulieu America October 1995 - September 2001
Stephens Inc. May 1994 - September 1995
McKenna Long & Aldridge LLP September 1991 - May 1994
Skills
Appeals, Grassroots Organizing, Government, Legislative Relations, Community Outreach, Political Consulting, Economic Development, Local Government, Civil Litigation, Trial Practice, Strategy, Mediation, Public Relations, Leadership, Public Affairs, Litigation, Intellectual Property, Fundraising, Policy Analysis, Zoning, Crisis Communications, Speech Writing, Courts, Politics, Legal Research, Commercial Litigation, Nonprofits, Legal Writing, Product Liability, Criminal Law, Community Development, Media Relations, Trials, Political Campaigns, Corporate Law, Public Policy, Strategic Communications, Strategic Planning, Torts, Social Media, Public Speaking, Grassroots
Education
Emory University School of Law 1988 — 1991
Juris Doctor (J.D.)
The University of Georgia 1983 — 1987
Bachelor's Degree, Political Science
Baker Donelson June 2015 - Present
Massey, Watson, Bowers & Hembree February 2003 - May 2015
Balch & Bingham LLP September 2001 - November 2003
Beaulieu America October 1995 - September 2001
Stephens Inc. May 1994 - September 1995
McKenna Long & Aldridge LLP September 1991 - May 1994
Skills
Appeals, Grassroots Organizing, Government, Legislative Relations, Community Outreach, Political Consulting, Economic Development, Local Government, Civil Litigation, Trial Practice, Strategy, Mediation, Public Relations, Leadership, Public Affairs, Litigation, Intellectual Property, Fundraising, Policy Analysis, Zoning, Crisis Communications, Speech Writing, Courts, Politics, Legal Research, Commercial Litigation, Nonprofits, Legal Writing, Product Liability, Criminal Law, Community Development, Media Relations, Trials, Political Campaigns, Corporate Law, Public Policy, Strategic Communications, Strategic Planning, Torts, Social Media, Public Speaking, Grassroots
Education
Emory University School of Law 1988 — 1991
Juris Doctor (J.D.)
The University of Georgia 1983 — 1987
Bachelor's Degree, Political Science
Rachel Wadley Rachel Wadley's Stephens Inc. Experience 2014 - 2015
Job Technical Analyst (Currently Seeking Employment Opportunities)
Industry Information Technology and Services
Experience
Stephens Inc. 2014 - 2015
Delta Dental of Arkansas March 2012 - December 2013
Delta Dental of Arkansas August 2007 - March 2012
JT Sports, LLC (formerly Brass Eagle) A K2 Company 2006 - 2007
Skills
Visio, EDI, HIPAA, Software Documentation, Databases, Troubleshooting, SDLC, Process Improvement, Microsoft SQL Server, Business Analysis, X12, Disaster Recovery, Requirements Analysis, Insurance, Microsoft Office, Oracle, Windows Server, XML, Active Directory, Batch Processing, Computer Hardware, Data Analysis, Healthcare Information..., Health Insurance, Agile Methodologies, Servers, System Administration, MS Project, Oracle SQL, Relational Databases, Business Process Mapping, MS Office Suite, Agile Methodolgy, Sterling Integrator, Gentran, Requirements Gathering, Systems Analysis, Business Process..., Gap Analysis, Agile & Waterfall..., UML, Network Administration, HTML, VB .Net, SQL
Education
DeVry University-Illinois 2012 — 2015
Bachelor of Applied Science (BASc)
ITT Technical Institute-Little Rock 2004 — 2006
ASCNT
Arkansas State University 2000 — 2002
Stephens Inc. 2014 - 2015
Delta Dental of Arkansas March 2012 - December 2013
Delta Dental of Arkansas August 2007 - March 2012
JT Sports, LLC (formerly Brass Eagle) A K2 Company 2006 - 2007
Skills
Visio, EDI, HIPAA, Software Documentation, Databases, Troubleshooting, SDLC, Process Improvement, Microsoft SQL Server, Business Analysis, X12, Disaster Recovery, Requirements Analysis, Insurance, Microsoft Office, Oracle, Windows Server, XML, Active Directory, Batch Processing, Computer Hardware, Data Analysis, Healthcare Information..., Health Insurance, Agile Methodologies, Servers, System Administration, MS Project, Oracle SQL, Relational Databases, Business Process Mapping, MS Office Suite, Agile Methodolgy, Sterling Integrator, Gentran, Requirements Gathering, Systems Analysis, Business Process..., Gap Analysis, Agile & Waterfall..., UML, Network Administration, HTML, VB .Net, SQL
Education
DeVry University-Illinois 2012 — 2015
Bachelor of Applied Science (BASc)
ITT Technical Institute-Little Rock 2004 — 2006
ASCNT
Arkansas State University 2000 — 2002
Vincent Demonbreun Vincent Demonbreun's Stephens Inc. Experience January 2011 - Present
Job Armed Security Officer at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. January 2011 - Present
United States Air Force August 1990 - Present
Capital Hotel 2012 - 2014
University of Arkansas for Medical Sciences October 2007 - May 2010
Skills
Security, Personal Training, Human Nutrition, Law Enforcement..., Sports, Police, Enforcement, Training, Reiki
Education
University of Bridgeport 2012 — 2017
Currently attending, Human Nutrition
Kaplan University 2010 — 2012
Bachelor's degree, Nutrition Sciences
American InterContinental University 2004 — 2005
Associate's degree, Business Administration and Management, General
Stephens Inc. January 2011 - Present
United States Air Force August 1990 - Present
Capital Hotel 2012 - 2014
University of Arkansas for Medical Sciences October 2007 - May 2010
Skills
Security, Personal Training, Human Nutrition, Law Enforcement..., Sports, Police, Enforcement, Training, Reiki
Education
University of Bridgeport 2012 — 2017
Currently attending, Human Nutrition
Kaplan University 2010 — 2012
Bachelor's degree, Nutrition Sciences
American InterContinental University 2004 — 2005
Associate's degree, Business Administration and Management, General
Philip Russo Philip Russo's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Nena Howden Nena Howden's Stephens Inc. Experience January 2004 - April 2006
Job Registered Sales Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates November 2013 - Present
UBS Financial Services April 2010 - November 2013
UBS Financial Services June 2006 - September 2009
Stephens Inc January 2004 - April 2006
Stephens Inc September 2000 - January 2004
SunTrust Equitable Securities July 1995 - September 2000
Independent Insurance and Investment Agent November 1994 - July 1995
Skills
Trading, Equity Research, Series 63, Securities, Finance, Trading Systems, Training, Series 7, Microsoft Office, Financial Services, Portfolio Management, Retirement Planning, Back Office, Settlement, Customer Service, PeopleSoft, Microsoft Excel, Wealth Management, Microsoft Word, Stocks, PowerPoint, Strategic Financial..., Equities, Options, FINRA, Mutual Funds, Asset Allocation, Investments, Banking, Relationship Management, Wealth Management..., Investment Advisory, Fixed Income, Asset Management, Retirement, Capital Markets, Corporate Finance, Investment Banking, 401k, Process Improvement, Institutional, Equity Trading, Insurance, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Management, IRAs, Bloomberg Terminal
Education
Cumberland University 1984 — 1988
Bachelor of Science (B.S.), Business Administration Major
St. Bernard Academy 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Raymond James & Associates November 2013 - Present
UBS Financial Services April 2010 - November 2013
UBS Financial Services June 2006 - September 2009
Stephens Inc January 2004 - April 2006
Stephens Inc September 2000 - January 2004
SunTrust Equitable Securities July 1995 - September 2000
Independent Insurance and Investment Agent November 1994 - July 1995
Skills
Trading, Equity Research, Series 63, Securities, Finance, Trading Systems, Training, Series 7, Microsoft Office, Financial Services, Portfolio Management, Retirement Planning, Back Office, Settlement, Customer Service, PeopleSoft, Microsoft Excel, Wealth Management, Microsoft Word, Stocks, PowerPoint, Strategic Financial..., Equities, Options, FINRA, Mutual Funds, Asset Allocation, Investments, Banking, Relationship Management, Wealth Management..., Investment Advisory, Fixed Income, Asset Management, Retirement, Capital Markets, Corporate Finance, Investment Banking, 401k, Process Improvement, Institutional, Equity Trading, Insurance, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Management, IRAs, Bloomberg Terminal
Education
Cumberland University 1984 — 1988
Bachelor of Science (B.S.), Business Administration Major
St. Bernard Academy 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Norman Harrison Norman Harrison's Stephens Inc. Experience 1998 - 2000
Job Senior Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting March 2011 - Present
Breeden Capital Management LLC -- Breeden & Co. May 2003 - March 2011
iCore Networks Inc. 2000 - 2003
Stephens Inc. 1998 - 2000
Alex. Brown & Sons 1996 - 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1996
Morgan Stanley 1983 - 1985
Georgetown University 1978 - 1982
Skills
Due Diligence, Private Equity, FCPA, Litigation Support, Fraud, Mergers, Corporate Governance, Corporate Finance, Compliance, Capital Markets, Contract Negotiation, Investments
Education
Georgetown University Law Center 1985 — 1988
J.D.
Georgetown University 1978 — 1982
B.S., Business Administration, Finance
Trinity High School 1974 — 1978
FTI Consulting March 2011 - Present
Breeden Capital Management LLC -- Breeden & Co. May 2003 - March 2011
iCore Networks Inc. 2000 - 2003
Stephens Inc. 1998 - 2000
Alex. Brown & Sons 1996 - 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1996
Morgan Stanley 1983 - 1985
Georgetown University 1978 - 1982
Skills
Due Diligence, Private Equity, FCPA, Litigation Support, Fraud, Mergers, Corporate Governance, Corporate Finance, Compliance, Capital Markets, Contract Negotiation, Investments
Education
Georgetown University Law Center 1985 — 1988
J.D.
Georgetown University 1978 — 1982
B.S., Business Administration, Finance
Trinity High School 1974 — 1978
Jeff Tennyson's Stephens Inc. Experience 1991 - 1995
Job Chief Operating Officer Clayton Holdings
Industry Financial Services
Experience
Clayton Holdings LLC February 2015 - Present
B2R Finance (A Blackstone Group Company) May 2013 - December 2014
Strategic Growth Bank February 2012 - May 2013
RMCi Financial July 2010 - July 2011
EquiFirst Corporation February 1997 - November 2009
Anchor Glass Company Inc February 1995 - February 1997
Stephens Inc. 1991 - 1995
Arthur Andersen & Co. 1984 - 1989
Skills
Mortgage Banking, Executive Leadership, Business start-ups, Corporate board advisory, Change Management, Business Growth, Entrepreneur, Consumer Finan, Enterprise Software, Start-ups, Leadership, Business Development, Sales, Sales Management, Financial Modeling, Mortgage Lending, Refinance, Account Management, Executive Management, Entrepreneurship, Team Building, Strategic Planning, Management, Marketing Strategy, Valuation, Business Planning, New Business Development, Negotiation, Financial Services, Mergers, Risk Management, Consumer, B2B, Finance, Due Diligence, Recruiting, Business Strategy, Mergers & Acquisitions, Loan Origination, Financial Analysis, Management Consulting, Strategy, Retail, Turn Around Management, Corporate Finance, Managerial Finance, Banking, Private Equity
Education
Harvard Business School 1989 — 1991
MBA
Harding University 1980 — 1984
BBA
Clayton Holdings LLC February 2015 - Present
B2R Finance (A Blackstone Group Company) May 2013 - December 2014
Strategic Growth Bank February 2012 - May 2013
RMCi Financial July 2010 - July 2011
EquiFirst Corporation February 1997 - November 2009
Anchor Glass Company Inc February 1995 - February 1997
Stephens Inc. 1991 - 1995
Arthur Andersen & Co. 1984 - 1989
Skills
Mortgage Banking, Executive Leadership, Business start-ups, Corporate board advisory, Change Management, Business Growth, Entrepreneur, Consumer Finan, Enterprise Software, Start-ups, Leadership, Business Development, Sales, Sales Management, Financial Modeling, Mortgage Lending, Refinance, Account Management, Executive Management, Entrepreneurship, Team Building, Strategic Planning, Management, Marketing Strategy, Valuation, Business Planning, New Business Development, Negotiation, Financial Services, Mergers, Risk Management, Consumer, B2B, Finance, Due Diligence, Recruiting, Business Strategy, Mergers & Acquisitions, Loan Origination, Financial Analysis, Management Consulting, Strategy, Retail, Turn Around Management, Corporate Finance, Managerial Finance, Banking, Private Equity
Education
Harvard Business School 1989 — 1991
MBA
Harding University 1980 — 1984
BBA
Andrew Kuykendall Andrew Kuykendall's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
First Avenue National Bank January 2014 - June 2014
Wiley Bros.- Aintree Capital LLC June 2013 - December 2013
JP Turner & Company, LLC May 2012 - August 2012
Harvey Durham Health January 2012 - May 2012
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
Vanderbilt University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Auburn University 2009 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Stephens Inc. June 2015 - Present
First Avenue National Bank January 2014 - June 2014
Wiley Bros.- Aintree Capital LLC June 2013 - December 2013
JP Turner & Company, LLC May 2012 - August 2012
Harvey Durham Health January 2012 - May 2012
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
Vanderbilt University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Auburn University 2009 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Phillip Butterfield's Stephens Inc. Experience May 2014 - Present
Job PCG Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. May 2014 - Present
Liberty Bank of Arkansas May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, Outlook, Strategic Planning, Leadership
Education
Arkansas State University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Arkansas State University 2009 — 2012
Bachelor of Science (B.S.), Finance, 3.752
Stephens Inc. May 2014 - Present
Liberty Bank of Arkansas May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, Outlook, Strategic Planning, Leadership
Education
Arkansas State University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Arkansas State University 2009 — 2012
Bachelor of Science (B.S.), Finance, 3.752
Anna Fagan Mabrey Anna Fagan Mabrey's Stephens Inc. Experience February 2011 - Present
Job Institutional Equity Sales at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. February 2011 - Present
Lycée Leonard de Vinci October 2008 - May 2010
Zambezia Encounters June 2009 - August 2009
The British Museum December 2007 - February 2008
Panamerican Consultants, Inc. April 2007 - December 2007
The British Museum January 2007 - March 2007
Skills
Institutional..., Research, Analysis, Cultural Heritage, Microsoft Office, Public Speaking, Microsoft Excel, Archaeology, Teaching, Excavation, Surveying, Social Media, PowerPoint, Project Planning, Project Management, Proposal Writing, Technical Writing, Customer Liason
Education
University of London 2005 — 2006
MA in African Archaeology, contemporary African social issues, theory, urban development, sub-Saharan prehistory
Arizona State University 2000 — 2003
B.A. in Anthropology:, physical and cultural anthropology, archaeology, history, psychology, art
Central High School 1994 — 1997
Stephens Inc. February 2011 - Present
Lycée Leonard de Vinci October 2008 - May 2010
Zambezia Encounters June 2009 - August 2009
The British Museum December 2007 - February 2008
Panamerican Consultants, Inc. April 2007 - December 2007
The British Museum January 2007 - March 2007
Skills
Institutional..., Research, Analysis, Cultural Heritage, Microsoft Office, Public Speaking, Microsoft Excel, Archaeology, Teaching, Excavation, Surveying, Social Media, PowerPoint, Project Planning, Project Management, Proposal Writing, Technical Writing, Customer Liason
Education
University of London 2005 — 2006
MA in African Archaeology, contemporary African social issues, theory, urban development, sub-Saharan prehistory
Arizona State University 2000 — 2003
B.A. in Anthropology:, physical and cultural anthropology, archaeology, history, psychology, art
Central High School 1994 — 1997
Randy Burns Randy Burns's Stephens Inc. Experience July 2007 - August 2010
Job MBA Candidate 2015 at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Highlander Partners September 2010 - December 2013
Stephens Inc. July 2007 - August 2010
Skills
LBO, Financial Modeling, Corporate Finance, Private Equity, Investments, Due Diligence, Mergers & Acquisitions, Strategic Planning
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2003 — 2007
Bachelor of Science (BS), Finance, General
Highlander Partners September 2010 - December 2013
Stephens Inc. July 2007 - August 2010
Skills
LBO, Financial Modeling, Corporate Finance, Private Equity, Investments, Due Diligence, Mergers & Acquisitions, Strategic Planning
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2003 — 2007
Bachelor of Science (BS), Finance, General
Drew Newell Drew Newell's Stephens Inc. Experience July 2009 - March 2010
Job Engineering at BetterWorks
Industry Internet
Experience
BetterWorks February 2014 - Present
Giftwhip January 2013 - Present
Loclly January 2011 - Present
Linch Capital 2011 - 2011
Stephens Inc. July 2009 - March 2010
Stephens, Inc. July 2006 - June 2009
Regions Financial Corporation June 2005 - December 2005
Skills
Ruby on Rails, Ruby, Amazon Web Services..., iOS development, Hadoop, Apache Pig, Python, HBase, Java, JavaScript, MySQL, Backbone.js, Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis
Education
Georgia Institute of Technology 2002 — 2006
B.S. Aerospace Engineering
BetterWorks February 2014 - Present
Giftwhip January 2013 - Present
Loclly January 2011 - Present
Linch Capital 2011 - 2011
Stephens Inc. July 2009 - March 2010
Stephens, Inc. July 2006 - June 2009
Regions Financial Corporation June 2005 - December 2005
Skills
Ruby on Rails, Ruby, Amazon Web Services..., iOS development, Hadoop, Apache Pig, Python, HBase, Java, JavaScript, MySQL, Backbone.js, Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis
Education
Georgia Institute of Technology 2002 — 2006
B.S. Aerospace Engineering
Paul Dossey Paul Dossey's Stephens Inc. Experience July 1994 - February 1998
Job
Industry Computer Software
Experience
General Motors March 2015 - Present
Neverfail Group - An Artisan Infrastructure company October 2012 - March 2015
Neverfail Group - An Artisan Infrastructure company September 2008 - October 2012
Neverfail Group June 2006 - September 2008
Dell August 2004 - June 2006
Dell March 2003 - August 2004
Dell September 2000 - March 2003
Dell January 2000 - September 2000
Dell Inc February 1998 - January 2000
Stephens Inc. July 1994 - February 1998
Skills
Team Building, Production Systems, Budgeting, System Administration, Global Operations, Professional Services, Production Support, Leadership, Cross-functional Team..., Budgets, Project Management, Integration, Security, Strategic Partnerships, Product Management, Solution Selling, CRM, Disaster Recovery, Management, SaaS, Enterprise Software, Telecommunications, Change Management, Channel Partners, Managed Services, Networking, Business Process, Virtualization, Sales Process, Training, Salesforce.com, Testing, Technical Support, IT Management, Data Center, Sales Enablement, Go-to-market Strategy, Executive Management, IT Strategy, Business Alliances, Start-ups, Outsourcing, Pre-sales, Storage, Business Intelligence, Demand Generation, Business Continuity
Education
Baylor University 1989 — 1993
BBA, Management Information Systems
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Information Systems
Memorial Senior High School
General Motors March 2015 - Present
Neverfail Group - An Artisan Infrastructure company October 2012 - March 2015
Neverfail Group - An Artisan Infrastructure company September 2008 - October 2012
Neverfail Group June 2006 - September 2008
Dell August 2004 - June 2006
Dell March 2003 - August 2004
Dell September 2000 - March 2003
Dell January 2000 - September 2000
Dell Inc February 1998 - January 2000
Stephens Inc. July 1994 - February 1998
Skills
Team Building, Production Systems, Budgeting, System Administration, Global Operations, Professional Services, Production Support, Leadership, Cross-functional Team..., Budgets, Project Management, Integration, Security, Strategic Partnerships, Product Management, Solution Selling, CRM, Disaster Recovery, Management, SaaS, Enterprise Software, Telecommunications, Change Management, Channel Partners, Managed Services, Networking, Business Process, Virtualization, Sales Process, Training, Salesforce.com, Testing, Technical Support, IT Management, Data Center, Sales Enablement, Go-to-market Strategy, Executive Management, IT Strategy, Business Alliances, Start-ups, Outsourcing, Pre-sales, Storage, Business Intelligence, Demand Generation, Business Continuity
Education
Baylor University 1989 — 1993
BBA, Management Information Systems
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Information Systems
Memorial Senior High School
Jeffrey Castellano Jeffrey Castellano's Stephens Inc. Experience October 2013 - Present
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Bennett Smith Bennett Smith's Stephens Inc. Experience August 2013 - Present
Job Financial Consultant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2013 - Present
UBS October 2008 - Present
Wachovia Securities Financial Network January 2008 - October 2008
Education
Elon University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
The Hill School 1999 — 2002
Graduate
Shady Side Academy 1996 — 1997
Stephens Inc. August 2013 - Present
UBS October 2008 - Present
Wachovia Securities Financial Network January 2008 - October 2008
Education
Elon University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
The Hill School 1999 — 2002
Graduate
Shady Side Academy 1996 — 1997
Phil Gamble Phil Gamble's Stephens Inc. Experience June 2011 - June 2013
Job Gen Cap America
Industry Venture Capital & Private Equity
Experience
Gen Cap America, Inc. July 2013 - Present
Stephens Inc. June 2011 - June 2013
Savage Consulting August 2007 - April 2011
Central Insurance Companies April 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Venture Capital, Due Diligence, Investments
Education
Bowling Green State University 2005 — 2009
Bachelor of Science in Business Adminstration, Finance, Management Information Systems, 4.0
Gen Cap America, Inc. July 2013 - Present
Stephens Inc. June 2011 - June 2013
Savage Consulting August 2007 - April 2011
Central Insurance Companies April 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Venture Capital, Due Diligence, Investments
Education
Bowling Green State University 2005 — 2009
Bachelor of Science in Business Adminstration, Finance, Management Information Systems, 4.0
Karen Swolensky Karen Swolensky's Stephens Inc. Experience April 2005 - May 2006
Job Sales Assistant at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. September 2007 - Present
Stephens Inc. April 2005 - May 2006
FTN Financial July 2001 - September 2003
Skills
Fixed Income, Series 7, Investments, Financial Analysis, Capital Markets, Sales, Bonds, Portfolio Management, Series 63, Finance, Series 66
Education
Harding University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Duncan-Williams, Inc. September 2007 - Present
Stephens Inc. April 2005 - May 2006
FTN Financial July 2001 - September 2003
Skills
Fixed Income, Series 7, Investments, Financial Analysis, Capital Markets, Sales, Bonds, Portfolio Management, Series 63, Finance, Series 66
Education
Harding University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Andreas Dirnagl Andreas Dirnagl's Stephens Inc. Experience 2008 - 2011
Job Global Head of Healthcare Research MUFG Bank of Tokyo
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ January 2013 - Present
St. Bartholomew's Episcopal Church, NY 2012 - 2013
Stephens Inc. 2008 - 2011
JPMorgan Chase 2004 - 2008
Gerard Klauer Mattison 1998 - 2004
Deutsche Bank 1996 - 1998
Deutsche Bank 1994 - 1996
Deutsche Bank 1992 - 1994
Deutsche Bank 1991 - 1992
Skills
Healthcare, Investment Management, Equity Research, Credit Analysis, Fixed Income Analysis, Commercial Lending, Enterprise Valuation, German, Portfolio Management, Loan Origination, Loan Syndication, Underwriting, Healthcare Services, Syndications, Private Equity, Financial Structuring, Valuation, Financial Markets, Capital Markets, Corporate Finance, Fixed Income, Strategy, Banking, Investments, Leveraged Finance, Bonds, Investment Banking, Equities
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance / International Finance
Georgetown University 1985 — 1989
BS - Business Administration, Finance / International Business
Bank of Tokyo-Mitsubishi UFJ January 2013 - Present
St. Bartholomew's Episcopal Church, NY 2012 - 2013
Stephens Inc. 2008 - 2011
JPMorgan Chase 2004 - 2008
Gerard Klauer Mattison 1998 - 2004
Deutsche Bank 1996 - 1998
Deutsche Bank 1994 - 1996
Deutsche Bank 1992 - 1994
Deutsche Bank 1991 - 1992
Skills
Healthcare, Investment Management, Equity Research, Credit Analysis, Fixed Income Analysis, Commercial Lending, Enterprise Valuation, German, Portfolio Management, Loan Origination, Loan Syndication, Underwriting, Healthcare Services, Syndications, Private Equity, Financial Structuring, Valuation, Financial Markets, Capital Markets, Corporate Finance, Fixed Income, Strategy, Banking, Investments, Leveraged Finance, Bonds, Investment Banking, Equities
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance / International Finance
Georgetown University 1985 — 1989
BS - Business Administration, Finance / International Business
Nathan Rollins Nathan Rollins's Stephens Inc. Experience March 2004 - June 2008
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Raymond James June 2008 - December 2011
Stephens Inc. March 2004 - June 2008
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Asset Management, Portfolio Management
Education
Auburn University 1994 — 1998
BA, Literature
University of Arkansas 2003 — 2004
Master of Business Administration, Economics
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Raymond James June 2008 - December 2011
Stephens Inc. March 2004 - June 2008
Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Asset Management, Portfolio Management
Education
Auburn University 1994 — 1998
BA, Literature
University of Arkansas 2003 — 2004
Master of Business Administration, Economics
Karla McMayon Karla McMayon's Stephens Inc. Experience February 2006 - March 2006
Job Purchasing and Inventory Control Specialist
Industry Medical Devices
Experience
Hitachi Medical Systems America May 2012 - Present
Cleveland State University November 2007 - May 2012
Regions Insurance January 2005 - October 2007
Stephens Inc. February 2006 - March 2006
Personal Optics November 2002 - January 2005
US Imaging May 2001 - November 2002
Skills
Customer Service, Microsoft Office, Risk Management, Excel, Word, PowerPoint, Customer Relations, Fundraising, Research, Problem Solving, Event Planning, Outlook, Teamwork, Access, Supervisory Skills, Administration, Budgeting, Data Analysis, Strategic Planning, Writing, Inventory Management, Time Management, Proposal Writing, Account Management, Analysis, Data Entry, Negotiation, Coaching, Planning, Customer Satisfaction, Market Research, Healthcare, Scheduling, Team Building, Mentoring, Retail, Forecasting, Financial Analysis, Database Administration, Critical Thinking, Spreadsheets, Administrative Support, Team Leadership, Documentation, Policy Analysis, Accounts Receivable, Process Improvement, Billing, Operations Management, Coordination
Education
Cleveland State University 2010 — 2011
MBA, Operations and Supply Chain Management
University of Arkansas at Little Rock 2002 — 2005
BBA, Finance
Hitachi Medical Systems America May 2012 - Present
Cleveland State University November 2007 - May 2012
Regions Insurance January 2005 - October 2007
Stephens Inc. February 2006 - March 2006
Personal Optics November 2002 - January 2005
US Imaging May 2001 - November 2002
Skills
Customer Service, Microsoft Office, Risk Management, Excel, Word, PowerPoint, Customer Relations, Fundraising, Research, Problem Solving, Event Planning, Outlook, Teamwork, Access, Supervisory Skills, Administration, Budgeting, Data Analysis, Strategic Planning, Writing, Inventory Management, Time Management, Proposal Writing, Account Management, Analysis, Data Entry, Negotiation, Coaching, Planning, Customer Satisfaction, Market Research, Healthcare, Scheduling, Team Building, Mentoring, Retail, Forecasting, Financial Analysis, Database Administration, Critical Thinking, Spreadsheets, Administrative Support, Team Leadership, Documentation, Policy Analysis, Accounts Receivable, Process Improvement, Billing, Operations Management, Coordination
Education
Cleveland State University 2010 — 2011
MBA, Operations and Supply Chain Management
University of Arkansas at Little Rock 2002 — 2005
BBA, Finance
Palmer Norwood Palmer Norwood's Stephens Inc. Experience 2000 - 2002
Job Business Specialist at Unum
Industry Executive Office
Experience
Unum April 2015 - Present
Bed Bath & Beyond 2012 - 2014
Volkswagen AG April 2011 - December 2011
Panera Bread 2008 - 2010
Prudential Real Estate 2005 - 2008
Harry Norman, Realtors 2003 - 2005
Klutter Buster 2002 - 2004
Stephens Inc. 2000 - 2002
Post Properties 1998 - 2000
Skills
Customer Service, Administrative..., Property Management, Sales, Organization Skills, Project Coordination, Client Rapport, Client Liaison, Hospitality, Microsoft Office, Microsoft Excel, Microsoft Word, PBX, Typing, Interpersonal..., Client Relations, Client Services, Social Networking, Data Entry, Spreadsheets, Office Administration, Office Management, Strategic Planning, Training
Education
Chattanooga State Community College
German Language/Conversational
College of Charleston
Liberal Arts and Sciences, General Studies and Humanities
Dekalb Technical College
Legal Administrative Assistant/Secretary
Goethe-Institut
German Language/Conversational
Sandler Sales Training
Sales Training
Unum April 2015 - Present
Bed Bath & Beyond 2012 - 2014
Volkswagen AG April 2011 - December 2011
Panera Bread 2008 - 2010
Prudential Real Estate 2005 - 2008
Harry Norman, Realtors 2003 - 2005
Klutter Buster 2002 - 2004
Stephens Inc. 2000 - 2002
Post Properties 1998 - 2000
Skills
Customer Service, Administrative..., Property Management, Sales, Organization Skills, Project Coordination, Client Rapport, Client Liaison, Hospitality, Microsoft Office, Microsoft Excel, Microsoft Word, PBX, Typing, Interpersonal..., Client Relations, Client Services, Social Networking, Data Entry, Spreadsheets, Office Administration, Office Management, Strategic Planning, Training
Education
Chattanooga State Community College
German Language/Conversational
College of Charleston
Liberal Arts and Sciences, General Studies and Humanities
Dekalb Technical College
Legal Administrative Assistant/Secretary
Goethe-Institut
German Language/Conversational
Sandler Sales Training
Sales Training
Natalie Rucando's Stephens Inc. Experience May 2000 - May 2002
Job President Luxury Webshop/Trading Assistant/CoAuthor Lifestyle Book
Industry Luxury Goods & Jewelry
Experience
MAX A MAXIM, INC. September 2011 - Present
Barclay Investments, Inc. March 2013 - Present
Barclay Investments, Inc. June 2003 - May 2011
A. B. Watley February 2003 - April 2003
Stephens Inc. May 2000 - May 2002
Skills
Creative Writing, Internet Media, Finance, Fashion Shows, Fashion Photography, Investments, Equities, Merchandising, Social Media Marketing, Retail, Capital Markets, Outlook, Trading, Styling, Series 7, Social Media, Bonds, Series 63
Education
Community College of the Air Force 1994 — 1996
Business Administration and Management, General
MAX A MAXIM, INC. September 2011 - Present
Barclay Investments, Inc. March 2013 - Present
Barclay Investments, Inc. June 2003 - May 2011
A. B. Watley February 2003 - April 2003
Stephens Inc. May 2000 - May 2002
Skills
Creative Writing, Internet Media, Finance, Fashion Shows, Fashion Photography, Investments, Equities, Merchandising, Social Media Marketing, Retail, Capital Markets, Outlook, Trading, Styling, Series 7, Social Media, Bonds, Series 63
Education
Community College of the Air Force 1994 — 1996
Business Administration and Management, General
Jayme Johnson Jayme Johnson's Stephens Inc. Experience March 1993 - February 2003
Job Production Coordinator at RRY Publiations
Industry Publishing
Experience
RRY Publications February 2005 - Present
Stephens Inc. March 1993 - February 2003
Skills
Medical Devices, Management, Orthopedic, Marketing, Hospitals, Public Relations, Production Planning, Newsletters, Strategic Planning, PowerPoint, Adobe Creative Suite, Email Marketing, Publications, InDesign, Cross-functional Team..., Research, Product Development, Strategy, Production Managment
Education
Fullerton College 1975 — 1978
RRY Publications February 2005 - Present
Stephens Inc. March 1993 - February 2003
Skills
Medical Devices, Management, Orthopedic, Marketing, Hospitals, Public Relations, Production Planning, Newsletters, Strategic Planning, PowerPoint, Adobe Creative Suite, Email Marketing, Publications, InDesign, Cross-functional Team..., Research, Product Development, Strategy, Production Managment
Education
Fullerton College 1975 — 1978
R. Dirk Peters's Stephens Inc. Experience January 2005 - December 2008
Job Founder/CEO CareGeneral, LLC
Industry Health, Wellness and Fitness
Experience
CareGeneral, LLC January 2013 - Present
OwlRock Capital, LLC January 2009 - December 2012
Stephens Inc. January 2005 - December 2008
OwlRock Capital, LLC January 2003 - January 2005
Paradigm Capital Advisors February 1997 - December 2002
Citigroup November 1983 - March 1997
Skills
Origination, Structuring, Closing, Investment Banking, Corporate Finance, Private Equity, Mergers, Capital Markets
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Richmond - Robins School of Business 1979 — 1983
B.S., Finance, Economics
CareGeneral, LLC January 2013 - Present
OwlRock Capital, LLC January 2009 - December 2012
Stephens Inc. January 2005 - December 2008
OwlRock Capital, LLC January 2003 - January 2005
Paradigm Capital Advisors February 1997 - December 2002
Citigroup November 1983 - March 1997
Skills
Origination, Structuring, Closing, Investment Banking, Corporate Finance, Private Equity, Mergers, Capital Markets
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Richmond - Robins School of Business 1979 — 1983
B.S., Finance, Economics
Jay McEntire Jay McEntire's Stephens Inc. Experience July 1987 - January 1993
Job
Industry Financial Services
Experience
Asset Revitalization Solutions, LLC 2010 - Present
Shay Investment Services, Inc. August 2009 - Present
Austin Atlantic Management January 2002 - January 2010
Cogency Software, Inc. February 2006 - May 2007
Instinet Corporation October 2001 - January 2003
ProTrader Securities 1999 - 2002
ProTrader Group September 1999 - October 2001
Parker & Parsley Petroleum Company July 1994 - February 1997
Stephens Inc. July 1987 - January 1993
Skills
M&A experience, Distressed Debt, Strategic Planning, Financial Technology, Financial Turnarounds, Turn Around Management, Energy, Finance, Mergers & Acquisitions, Portfolio Management, Capital Markets, Entrepreneurship, Corporate Finance, Investments, Equities, Hedge Funds, Leadership, Strategy, Restructuring, Trading, Corporate Development, Investor Relations, Banking, Valuation, Financial Services, Risk Management
Education
Harvard Business School 1994 — 1994
AMP:ISMP
University of Arkansas 1980 — 1984
BSBA
Universität Salzburg 1982 — 1983
Junior Year Abroad
Asset Revitalization Solutions, LLC 2010 - Present
Shay Investment Services, Inc. August 2009 - Present
Austin Atlantic Management January 2002 - January 2010
Cogency Software, Inc. February 2006 - May 2007
Instinet Corporation October 2001 - January 2003
ProTrader Securities 1999 - 2002
ProTrader Group September 1999 - October 2001
Parker & Parsley Petroleum Company July 1994 - February 1997
Stephens Inc. July 1987 - January 1993
Skills
M&A experience, Distressed Debt, Strategic Planning, Financial Technology, Financial Turnarounds, Turn Around Management, Energy, Finance, Mergers & Acquisitions, Portfolio Management, Capital Markets, Entrepreneurship, Corporate Finance, Investments, Equities, Hedge Funds, Leadership, Strategy, Restructuring, Trading, Corporate Development, Investor Relations, Banking, Valuation, Financial Services, Risk Management
Education
Harvard Business School 1994 — 1994
AMP:ISMP
University of Arkansas 1980 — 1984
BSBA
Universität Salzburg 1982 — 1983
Junior Year Abroad
Justin Owen Justin Owen's Stephens Inc. Experience July 2004 - July 2006
Job Director FP&A at PagerDuty
Industry Computer Software
Experience
PagerDuty November 2014 - Present
Barracuda Networks June 2013 - October 2014
Deutsche Bank Securities July 2011 - June 2013
Walter A. Haas School of Business, Berkeley California August 2009 - July 2011
Wells Fargo Securities August 2006 - June 2009
Stephens Inc July 2004 - July 2006
Jeld-Wen June 2003 - June 2004
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategy, Financial Modeling, Financial Analysis, Valuation, Finance, Analytics, Mergers, Financial Reporting, Credit, Modeling, Year End Accounts, Due Diligence, Entrepreneurship, Cross-functional Team..., Analysis, SaaS, Growth Strategies, Go-to-market Strategy, Enterprise Software, Software, Annual Planning, CAC, Payback, Growth Capital, Team Building, Team Leadership, Team Management, Corporate FP&A, Performance Metrics, Metrics Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
Arizona State University, W. P. Carey School of Business 1998 — 2002
BS, Finance
PagerDuty November 2014 - Present
Barracuda Networks June 2013 - October 2014
Deutsche Bank Securities July 2011 - June 2013
Walter A. Haas School of Business, Berkeley California August 2009 - July 2011
Wells Fargo Securities August 2006 - June 2009
Stephens Inc July 2004 - July 2006
Jeld-Wen June 2003 - June 2004
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategy, Financial Modeling, Financial Analysis, Valuation, Finance, Analytics, Mergers, Financial Reporting, Credit, Modeling, Year End Accounts, Due Diligence, Entrepreneurship, Cross-functional Team..., Analysis, SaaS, Growth Strategies, Go-to-market Strategy, Enterprise Software, Software, Annual Planning, CAC, Payback, Growth Capital, Team Building, Team Leadership, Team Management, Corporate FP&A, Performance Metrics, Metrics Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
Arizona State University, W. P. Carey School of Business 1998 — 2002
BS, Finance
Nick Beare Nick Beare's Stephens Inc. Experience 2005 - Present
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2005 - Present
Matrix Capital Markets Group 2002 - 2005
Banc of America Securities August 1989 - July 2002
Nationsbank Montgomery Securities September 1998 - 2000
George K. Baum & Company 1987 - 1989
Education
Washington University in St. Louis - Olin Business School 1983 — 1987
MBA
Washington University in St. Louis School of Law 1983 — 1987
JD
Duke University 1979 — 1983
AB, Economics and History
MICDS 1971 — 1979
Stephens Inc. 2005 - Present
Matrix Capital Markets Group 2002 - 2005
Banc of America Securities August 1989 - July 2002
Nationsbank Montgomery Securities September 1998 - 2000
George K. Baum & Company 1987 - 1989
Education
Washington University in St. Louis - Olin Business School 1983 — 1987
MBA
Washington University in St. Louis School of Law 1983 — 1987
JD
Duke University 1979 — 1983
AB, Economics and History
MICDS 1971 — 1979
Josh Altman's Stephens Inc. Experience June 2011 - June 2014
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Graham Partners June 2015 - August 2015
Stephens Inc. June 2011 - June 2014
Stephens Inc. March 2010 - June 2011
Shattuck Hammond Partners July 2007 - September 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Graham Partners June 2015 - August 2015
Stephens Inc. June 2011 - June 2014
Stephens Inc. March 2010 - June 2011
Shattuck Hammond Partners July 2007 - September 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Lindsey Alexander Lindsey Alexander's Stephens Inc. Experience April 2014 - February 2015
Job Leasing Consultant at Post Riverside
Industry Real Estate
Experience
Post Properties March 2015 - Present
Stephens Inc. April 2014 - February 2015
Adrenaline Group Xercise August 2013 - October 2014
Modern Now July 2013 - October 2013
Berry & Associates July 2012 - May 2013
Ernest G. Welch Gallery August 2010 - December 2010
Skills
Theatre, Music, Event Planning, Art, Art History, Art Education, Conversational Spanish, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Social Networking, Time Management, Microsoft Word, Fundraising, Leadership, Facebook
Education
Georgia State University 2007 — 2012
BA, Art History
Post Properties March 2015 - Present
Stephens Inc. April 2014 - February 2015
Adrenaline Group Xercise August 2013 - October 2014
Modern Now July 2013 - October 2013
Berry & Associates July 2012 - May 2013
Ernest G. Welch Gallery August 2010 - December 2010
Skills
Theatre, Music, Event Planning, Art, Art History, Art Education, Conversational Spanish, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Social Networking, Time Management, Microsoft Word, Fundraising, Leadership, Facebook
Education
Georgia State University 2007 — 2012
BA, Art History
Lang Aston Lang Aston's Stephens Inc. Experience 2005 - 2009
Job Healthcare Executive
Industry Hospital & Health Care
Experience
Ampersand Health April 2014 - Present
Behavioral Health Group April 2013 - December 2013
e+CancerCare April 2009 - February 2013
Stephens Inc. 2005 - 2009
Lehman Brothers Holdings Inc. 1999 - 2005
Bear Stearns 1994 - 1999
Skills
Private Equity, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investment Banking, Corporate Development, Finance, Financial Reporting, Risk Management, Capital Markets, Restructuring, Accounting, Acquisition Integration
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Duke University 1982 — 1986
BS Civil Engineering/Economics
Ampersand Health April 2014 - Present
Behavioral Health Group April 2013 - December 2013
e+CancerCare April 2009 - February 2013
Stephens Inc. 2005 - 2009
Lehman Brothers Holdings Inc. 1999 - 2005
Bear Stearns 1994 - 1999
Skills
Private Equity, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investment Banking, Corporate Development, Finance, Financial Reporting, Risk Management, Capital Markets, Restructuring, Accounting, Acquisition Integration
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
Duke University 1982 — 1986
BS Civil Engineering/Economics
John Snider John Snider's Stephens Inc. Experience January 2000 - January 2004
Job Residential Mortgage Loan Officer at Oak Mortgage Group
Industry Real Estate
Experience
Oak Mortgage Group March 2010 - Present
Compass Bank 2005 - 2006
Extraco Banks 2004 - January 2005
Stephens Inc January 2000 - January 2004
The Southwestern Company 1998 - 1998
Skills
Banking, Credit Analysis, Credit, Series 63, Series 7, Loans, Commercial Lending, Underwriting, Customer Service, Portfolio Management, Mortgage Lending, Loan Origination, Wealth Management, Financial Analysis, Management, Finance, Refinance
Education
American University of Beirut 2007 — 2009
MBA, Finance
University of Arkansas at Fayetteville 1996 — 2000
BA, Finance
Texas Christian University 1995 — 1996
Finance
Pulaski Academy 1983 — 1995
Oak Mortgage Group March 2010 - Present
Compass Bank 2005 - 2006
Extraco Banks 2004 - January 2005
Stephens Inc January 2000 - January 2004
The Southwestern Company 1998 - 1998
Skills
Banking, Credit Analysis, Credit, Series 63, Series 7, Loans, Commercial Lending, Underwriting, Customer Service, Portfolio Management, Mortgage Lending, Loan Origination, Wealth Management, Financial Analysis, Management, Finance, Refinance
Education
American University of Beirut 2007 — 2009
MBA, Finance
University of Arkansas at Fayetteville 1996 — 2000
BA, Finance
Texas Christian University 1995 — 1996
Finance
Pulaski Academy 1983 — 1995
Cooper Mickle Cooper Mickle's Stephens Inc. Experience December 2011 - Present
Job Senior Vice President, Branch Manager at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Smith Barney December 2002 - October 2005
Smith Barney September 1986 - December 2002
Education
Auburn University 1980 — 1984
Marketing
Stephens Inc. December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Smith Barney December 2002 - October 2005
Smith Barney September 1986 - December 2002
Education
Auburn University 1980 — 1984
Marketing
Catherine (Qiuyun) Hu Catherine (Qiuyun) Hu's Stephens Inc. Experience February 2013 - May 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2013 - Present
Stephens Inc. February 2013 - May 2013
Thompson Research Group August 2012 - December 2012
Colorado State University May 2012 - July 2012
NEON Global Consulting May 2012 - July 2012
UBS Wealth Management USA June 2011 - December 2011
Nature's Rite (pharmaceutical start-up) June 2011 - September 2011
East China Normal University Department of Students' Union September 2009 - June 2010
Youyou Technology Inc (technology start-up) April 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Reporting, Microsoft Excel, MySQL Databases, OpenTAPS/Apache OFBiz..., Investment Analysis, Corporate Finance, Access, Financial Analysis, SAS, Eviews, @Risk, Bloomberg, Equity Research, Risk Management, Finance, Data Analysis, Budgets, Investments, Analysis, Investment Banking, Financial Risk, Emerging Markets, Derivatives, Mergers & Acquisitions, Business Valuation, Equities, Portfolio Management, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master in Finance (MSF)
Colorado State University 2010 — 2012
Bachelor of Science
East China Normal University 2008 — 2010
Bachelor of Science
Darwin High School
Deutsche Bank July 2013 - Present
Stephens Inc. February 2013 - May 2013
Thompson Research Group August 2012 - December 2012
Colorado State University May 2012 - July 2012
NEON Global Consulting May 2012 - July 2012
UBS Wealth Management USA June 2011 - December 2011
Nature's Rite (pharmaceutical start-up) June 2011 - September 2011
East China Normal University Department of Students' Union September 2009 - June 2010
Youyou Technology Inc (technology start-up) April 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Reporting, Microsoft Excel, MySQL Databases, OpenTAPS/Apache OFBiz..., Investment Analysis, Corporate Finance, Access, Financial Analysis, SAS, Eviews, @Risk, Bloomberg, Equity Research, Risk Management, Finance, Data Analysis, Budgets, Investments, Analysis, Investment Banking, Financial Risk, Emerging Markets, Derivatives, Mergers & Acquisitions, Business Valuation, Equities, Portfolio Management, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master in Finance (MSF)
Colorado State University 2010 — 2012
Bachelor of Science
East China Normal University 2008 — 2010
Bachelor of Science
Darwin High School
Vicki Limbaugh Vicki Limbaugh's Stephens Inc. Experience September 2012 - Present
Job Accountant at Stephens Inc.
Industry Accounting
Experience
Stephens Inc. September 2012 - Present
United States Air Force August 2003 - June 2007
United States Air Force April 1999 - August 2003
United States Air Force October 1995 - April 1999
United States Air Force August 1994 - October 1995
United States Air Force June 1992 - August 1994
United States Air Force September 1991 - June 1992
United States Air Force February 1991 - September 1991
Skills
Project Planning, Air Force, Microsoft Office, Program Management, Strategic Planning, Project Management, Operations Management, Inventory Management, DoD, Team Building, PowerPoint, Logistics, Analysis, Training
Education
Harding University 2008 — 2012
Bachelor of Business Administration, Accounting/Management Information Systems
Community College of the Air Force 1991 — 2007
Associate of Science, Transportation
Community College of the Air Force 1991 — 2003
Associate of Science, Logistics
Stephens Inc. September 2012 - Present
United States Air Force August 2003 - June 2007
United States Air Force April 1999 - August 2003
United States Air Force October 1995 - April 1999
United States Air Force August 1994 - October 1995
United States Air Force June 1992 - August 1994
United States Air Force September 1991 - June 1992
United States Air Force February 1991 - September 1991
Skills
Project Planning, Air Force, Microsoft Office, Program Management, Strategic Planning, Project Management, Operations Management, Inventory Management, DoD, Team Building, PowerPoint, Logistics, Analysis, Training
Education
Harding University 2008 — 2012
Bachelor of Business Administration, Accounting/Management Information Systems
Community College of the Air Force 1991 — 2007
Associate of Science, Transportation
Community College of the Air Force 1991 — 2003
Associate of Science, Logistics
Stephen Ferranti, CFA's Stephens Inc. Experience July 2004 - December 2010
Job Vice President, Investor Relations
Industry Semiconductors
Experience
Skyworks Solutions, Inc. August 2010 - Present
Stephens Inc. July 2004 - December 2010
Lucent Technologies 1998 - 2004
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Binghamton University
Masters of Science, Mechanical Engineering
Skyworks Solutions, Inc. August 2010 - Present
Stephens Inc. July 2004 - December 2010
Lucent Technologies 1998 - 2004
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Binghamton University
Masters of Science, Mechanical Engineering
Henry Brooks IV Henry Brooks IV's Stephens Inc. Experience 2003 - August 2011
Job PhD Student in Public Policy at University of Arkansas
Industry Financial Services
Experience
University of Arkansas August 2011 - Present
March of Dimes February 2008 - December 2011
Stephens Inc 2003 - August 2011
City of Little Rock September 2008 - April 2010
Central Arkansas Sphinx Foundation March 2007 - May 2009
Regions Bank 2001 - 2003
Regions Investment Company 1999 - 2001
Skills
PowerPoint, Customer Service, Public Speaking, Microsoft Office, Customer Relations
Education
University of Arkansas at Little Rock 2009 — 2011
MPA, Public Administration
Auburn University at Montgomery 2001 — 2003
Bachelor of Science (B.S.), Psychology
University of Arkansas at Pine Bluff 1993 — 1997
University of Arkansas August 2011 - Present
March of Dimes February 2008 - December 2011
Stephens Inc 2003 - August 2011
City of Little Rock September 2008 - April 2010
Central Arkansas Sphinx Foundation March 2007 - May 2009
Regions Bank 2001 - 2003
Regions Investment Company 1999 - 2001
Skills
PowerPoint, Customer Service, Public Speaking, Microsoft Office, Customer Relations
Education
University of Arkansas at Little Rock 2009 — 2011
MPA, Public Administration
Auburn University at Montgomery 2001 — 2003
Bachelor of Science (B.S.), Psychology
University of Arkansas at Pine Bluff 1993 — 1997
Erik Zwick, CFA Erik Zwick, CFA's Stephens Inc. Experience May 2015 - Present
Job Senior Research Analyst at Stephens, Inc.
Industry Financial Services
Experience
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
Joe Drake Joe Drake's Stephens Inc. Experience January 2013 - April 2015
Job Chief Financial Officer at Arbor healthcare
Industry Hospital & Health Care
Experience
Arbor healthcare April 2015 - Present
Stephens Inc. January 2013 - April 2015
Northcoast Research May 2012 - December 2012
Morgan Keegan May 2007 - April 2012
Bailey Southwell & Co. March 2007 - May 2007
Skills
Strategic Planning, Financial Modeling, Equity Research, Due Diligence, Analysis, Finance, Portfolio Management, Series 7, Mutual Funds, Entrepreneurship, Investment Banking
Education
Belmont University 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Arbor healthcare April 2015 - Present
Stephens Inc. January 2013 - April 2015
Northcoast Research May 2012 - December 2012
Morgan Keegan May 2007 - April 2012
Bailey Southwell & Co. March 2007 - May 2007
Skills
Strategic Planning, Financial Modeling, Equity Research, Due Diligence, Analysis, Finance, Portfolio Management, Series 7, Mutual Funds, Entrepreneurship, Investment Banking
Education
Belmont University 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Stacy Pritchard Stacy Pritchard's Stephens Inc. Experience January 2000 - December 2002
Job Agent
Industry Insurance
Experience
State Farm Agent January 2005 - Present
Stephens Inc. January 2000 - December 2002
Education
NYU 2003 — 2004
Associate's degree, Cinematography and Film/Video Production
College of Charleston 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
State Farm Agent January 2005 - Present
Stephens Inc. January 2000 - December 2002
Education
NYU 2003 — 2004
Associate's degree, Cinematography and Film/Video Production
College of Charleston 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
George Memory, CRPC®'s Stephens Inc. Experience January 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Stephens Inc. January 2011 - Present
Habitat for Humanity of Forsyth County January 2008 - December 2011
Skills
Strategic Planning, Financial Modeling, Investments, Strategic Financial..., Management, Project Management, Portfolio Management, Leadership, Series 7, Series 63, Financial Analysis, Uniform Combined State..., Strategy, Equities, Bloomberg, Fundraising, Wealth Management, Finance, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 2002 — 2006
BS, Finance & Economics
Stephens Inc. January 2011 - Present
Habitat for Humanity of Forsyth County January 2008 - December 2011
Skills
Strategic Planning, Financial Modeling, Investments, Strategic Financial..., Management, Project Management, Portfolio Management, Leadership, Series 7, Series 63, Financial Analysis, Uniform Combined State..., Strategy, Equities, Bloomberg, Fundraising, Wealth Management, Finance, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 2002 — 2006
BS, Finance & Economics
Carter Malone Carter Malone's Stephens Inc. Experience March 1996 - April 2000
Job VicePresident, Compliance at Crews & Associates, Inc.
Industry Investment Management
Experience
Crews & Associates, Inc. September 2004 - Present
T. J. Raney & Sons, Inc. May 2000 - September 2004
Stephens Inc. March 1996 - April 2000
Education
University of Arkansas at Little Rock 1995 — 2001
Bachelor of Science, Accounting
Arkansas Tech University 1991 — 1995
Bachelor of Science, Economics/Finance & Management
Crews & Associates, Inc. September 2004 - Present
T. J. Raney & Sons, Inc. May 2000 - September 2004
Stephens Inc. March 1996 - April 2000
Education
University of Arkansas at Little Rock 1995 — 2001
Bachelor of Science, Accounting
Arkansas Tech University 1991 — 1995
Bachelor of Science, Economics/Finance & Management
Brian Erwin Brian Erwin's Stephens Inc. Experience October 2014 - Present
Job Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. October 2014 - Present
Ameriprise Financial 1998 - October 2014
Education
Arkansas State University 1993 — 1997
Bachelor of Science, Finance
Stephens Inc. October 2014 - Present
Ameriprise Financial 1998 - October 2014
Education
Arkansas State University 1993 — 1997
Bachelor of Science, Finance
Terry Watkins Terry Watkins's Stephens Inc. Experience January 2011 - Present
Job Registered Sales Assistant | Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Stephens Inc January 2011 - Present
Morgan Stanley Smith Barney October 2008 - January 2011
Morgan Stanley Smith Barney September 2004 - October 2008
Smith Barney January 2000 - January 2004
Banc of America Investment Services January 1991 - January 2000
Olympic Bank 1977 - 1987
Education
Everett Community College
Accounting
Danville Community College
Accounting
Stephens Inc January 2011 - Present
Morgan Stanley Smith Barney October 2008 - January 2011
Morgan Stanley Smith Barney September 2004 - October 2008
Smith Barney January 2000 - January 2004
Banc of America Investment Services January 1991 - January 2000
Olympic Bank 1977 - 1987
Education
Everett Community College
Accounting
Danville Community College
Accounting
Dustin Jenkins, CRPC®, MBA Dustin Jenkins, CRPC®, MBA's Stephens Inc. Experience February 2014 - Present
Job Senior Marketing Associate Private Client Group at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. February 2014 - Present
Hutchinson Financial, Inc. October 2007 - February 2014
XRA Medical Imaging November 2004 - October 2006
Kent County Memorial Hospital October 1999 - November 2004
Baptist 1997 - 2000
Baptist Medical Center 1997 - 1999
Skills
Strategic Financial...
Education
Bryant University 2005 — 2007
Masters Degree, Business Administration
Rhode Island College 1999 — 2002
BS, Biology
Stephens Inc. February 2014 - Present
Hutchinson Financial, Inc. October 2007 - February 2014
XRA Medical Imaging November 2004 - October 2006
Kent County Memorial Hospital October 1999 - November 2004
Baptist 1997 - 2000
Baptist Medical Center 1997 - 1999
Skills
Strategic Financial...
Education
Bryant University 2005 — 2007
Masters Degree, Business Administration
Rhode Island College 1999 — 2002
BS, Biology
Jeff Colbath Jeff Colbath's Stephens Inc. Experience January 2012 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. January 2012 - Present
Skills
Investment Banking, Private Equity, Valuation
Education
Georgia Institute of Technology 1965 — 1969
B.S. Industrial Manafement
Stephens Inc. January 2012 - Present
Skills
Investment Banking, Private Equity, Valuation
Education
Georgia Institute of Technology 1965 — 1969
B.S. Industrial Manafement
Adam Glasier Adam Glasier's Stephens Inc. Experience June 2010 - June 2012
Job Director of Finance at Now Diagnostics | NowDx
Industry Medical Devices
Experience
Now Diagnostics NowDx August 2015 - Present
Walmart July 2014 - August 2015
Punchey April 2013 - August 2013
Stephens Inc. June 2010 - June 2012
United States Senate Committee on Finance February 2009 - April 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Team Leadership, Valuation, Strategy, Private Equity, Investment Banking, Capital Raising, Financial Institutions, Mergers & Acquisitions, LBO, Capital Markets, Due Diligence, Investments, Economics, Emerging Markets, Equities, Equity Research
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Arkansas 2006 — 2010
Bachelors, Economics, Political Science, Spanish
Georgetown University 2009 — 2009
Little Rock Central High School 2002 — 2006
Now Diagnostics NowDx August 2015 - Present
Walmart July 2014 - August 2015
Punchey April 2013 - August 2013
Stephens Inc. June 2010 - June 2012
United States Senate Committee on Finance February 2009 - April 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Team Leadership, Valuation, Strategy, Private Equity, Investment Banking, Capital Raising, Financial Institutions, Mergers & Acquisitions, LBO, Capital Markets, Due Diligence, Investments, Economics, Emerging Markets, Equities, Equity Research
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Arkansas 2006 — 2010
Bachelors, Economics, Political Science, Spanish
Georgetown University 2009 — 2009
Little Rock Central High School 2002 — 2006
Hunter Ferrell's Stephens Inc. Experience June 2014 - Present
Job Stephens Capital Management
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
Stephens Inc. January 2012 - June 2014
Staley, Inc June 2008 - August 2011
Skills
Accounting, Financial Analysis, Investments, Microsoft Office, Risk Management, Economics, Teamwork, Financial Modeling, Trading, Alternative Investments, Leadership, Securities, Bloomberg, Fixed Income, ACATS, Mutual Funds, Financial Reporting, Bloomberg Terminal, Financial Services, Asset Allocation, Series 7, Series 66
Education
Arkansas Tech University 2007 — 2011
BSBA, Economics and Finance
Stephens Inc. June 2014 - Present
Stephens Inc. January 2012 - June 2014
Staley, Inc June 2008 - August 2011
Skills
Accounting, Financial Analysis, Investments, Microsoft Office, Risk Management, Economics, Teamwork, Financial Modeling, Trading, Alternative Investments, Leadership, Securities, Bloomberg, Fixed Income, ACATS, Mutual Funds, Financial Reporting, Bloomberg Terminal, Financial Services, Asset Allocation, Series 7, Series 66
Education
Arkansas Tech University 2007 — 2011
BSBA, Economics and Finance
Christina Pope Savage's Stephens Inc. Experience March 1995 - September 1996
Job Route Driver at St. Johns County School Board
Industry Financial Services
Experience
St. Johns County School Board September 2011 - Present
Cracker Barrell Restaurant August 2010 - February 2014
Wells Fargo August 2007 - November 2008
Bank of America Merrill Lynch August 2002 - July 2007
MetLife December 2001 - July 2002
Compass SpA - Gruppo Mediobanca June 2000 - December 2001
First Union National Bank October 1996 - May 2000
Stephens Inc. March 1995 - September 1996
Skills
Sales, Communication, Customer Service, Financial Planning, Financial Analysis, Account Management, Investment Strategies, Tactical Asset..., Statistical Data..., Interpreting Data, Business Writing, Editing, Marketing Strategy, Team Building, Event Planning, Event Management, Teaching Adults, Program Management, Marketing, Public Relations, Strategic Planning, Technical Writing, Creative Writing, Leadership, Public Speaking, Impromptu Speaking, English Literature, English Grammar, Proofreading, Microsoft Word, PowerPoint, Outlook
Education
Georgia Southern University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.2
Georgia Southern University 1991 — 1994
Bachelor of Science (B.S.), Psychology, 3.0
University of Mississippi 1988 — 1990
None, Finance, General
St. Johns County School Board September 2011 - Present
Cracker Barrell Restaurant August 2010 - February 2014
Wells Fargo August 2007 - November 2008
Bank of America Merrill Lynch August 2002 - July 2007
MetLife December 2001 - July 2002
Compass SpA - Gruppo Mediobanca June 2000 - December 2001
First Union National Bank October 1996 - May 2000
Stephens Inc. March 1995 - September 1996
Skills
Sales, Communication, Customer Service, Financial Planning, Financial Analysis, Account Management, Investment Strategies, Tactical Asset..., Statistical Data..., Interpreting Data, Business Writing, Editing, Marketing Strategy, Team Building, Event Planning, Event Management, Teaching Adults, Program Management, Marketing, Public Relations, Strategic Planning, Technical Writing, Creative Writing, Leadership, Public Speaking, Impromptu Speaking, English Literature, English Grammar, Proofreading, Microsoft Word, PowerPoint, Outlook
Education
Georgia Southern University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.2
Georgia Southern University 1991 — 1994
Bachelor of Science (B.S.), Psychology, 3.0
University of Mississippi 1988 — 1990
None, Finance, General
Jerry L. Robinson Jerry L. Robinson's Stephens Inc. Experience March 1996 - March 2004
Job Senior Managing Director at Oakview Advisors
Industry Investment Banking
Experience
Oakview Advisors February 2014 - Present
Renova Partners March 2012 - March 2014
Servius Capital LP March 2008 - February 2014
Cortview Capital Markets February 2011 - February 2012
Valued Services (a subsidiary of CompuCredit) March 2004 - March 2008
Stephens Inc. March 1996 - March 2004
Transamercia Commercial Finance Company December 1990 - June 1992
Skills
Corporate Finance, Investment Banking, Mergers, Debt, Capital Markets, Strategic Planning, Credit, Business Strategy, Strategy, Equities, Private Placements, Due Diligence, Investments, Start-ups, Restructuring, Financial Modeling, Financial Services, Emerging Markets, Finance, Loans, Valuation, Mergers & Acquisitions, Securities, Executive Management, Risk Management, Financial Analysis, Financial Structuring, Capital, Banking, Private Equity, Portfolio Management, Fixed Income, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Trading, Structured Finance, Funding, Corporate Development, Credit Risk, Strategic Financial..., Loan Origination, Financial Advisory, Financial Risk, Investor Relations, IPO, Business Valuation, Leveraged Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Finance (with Distinction)
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
B.S., Accountancy, Accountancy
Oakview Advisors February 2014 - Present
Renova Partners March 2012 - March 2014
Servius Capital LP March 2008 - February 2014
Cortview Capital Markets February 2011 - February 2012
Valued Services (a subsidiary of CompuCredit) March 2004 - March 2008
Stephens Inc. March 1996 - March 2004
Transamercia Commercial Finance Company December 1990 - June 1992
Skills
Corporate Finance, Investment Banking, Mergers, Debt, Capital Markets, Strategic Planning, Credit, Business Strategy, Strategy, Equities, Private Placements, Due Diligence, Investments, Start-ups, Restructuring, Financial Modeling, Financial Services, Emerging Markets, Finance, Loans, Valuation, Mergers & Acquisitions, Securities, Executive Management, Risk Management, Financial Analysis, Financial Structuring, Capital, Banking, Private Equity, Portfolio Management, Fixed Income, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Trading, Structured Finance, Funding, Corporate Development, Credit Risk, Strategic Financial..., Loan Origination, Financial Advisory, Financial Risk, Investor Relations, IPO, Business Valuation, Leveraged Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
MBA, Finance (with Distinction)
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
B.S., Accountancy, Accountancy
Hoyt Martin's Stephens Inc. Experience June 2015 - Present
Job Property & Facilities
Industry Facilities Services
Experience
Stephens Inc. June 2015 - Present
Caterpillar Inc. February 2011 - May 2015
Herman Miller Workplace Resource July 2007 - November 2009
Alltel Corporation September 2000 - June 2007
US office Products July 1991 - September 2000
Skills
AutoCAD, Management, Sales, Microsoft Office, Account Management, Project Planning, Project Management, Software Documentation, Budgets, Proposal Writing, Contract Management, Strategic Planning, Contract Negotiation, Process Scheduler, Recruiting, Emergency Management, Contingency Planning, Leadership, MS Project, Training, Vendor Management, Facilities Management, Microsoft Project
Education
Arkansas Tech University 2010 — 2012
Master of Science (MS), Emergency Management & Homeland Security, 4.0
Louisiana Tech University 1979 — 1982
B.A, Liberal Arts and Sciences
Stephens Inc. June 2015 - Present
Caterpillar Inc. February 2011 - May 2015
Herman Miller Workplace Resource July 2007 - November 2009
Alltel Corporation September 2000 - June 2007
US office Products July 1991 - September 2000
Skills
AutoCAD, Management, Sales, Microsoft Office, Account Management, Project Planning, Project Management, Software Documentation, Budgets, Proposal Writing, Contract Management, Strategic Planning, Contract Negotiation, Process Scheduler, Recruiting, Emergency Management, Contingency Planning, Leadership, MS Project, Training, Vendor Management, Facilities Management, Microsoft Project
Education
Arkansas Tech University 2010 — 2012
Master of Science (MS), Emergency Management & Homeland Security, 4.0
Louisiana Tech University 1979 — 1982
B.A, Liberal Arts and Sciences
Austin Nicholas Austin Nicholas's Stephens Inc. Experience September 2015 - Present
Job Equity Research Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. September 2015 - Present
Stephens Inc. April 2015 - Present
Piper Jaffray April 2015 - April 2015
Sterne Agee (Acquired by Stifel Financial) April 2014 - April 2015
Oppenheimer & Co. January 2010 - April 2014
Oppenheimer & Co. June 2009 - September 2009
AGC Partners March 2008 - January 2009
Silver Steep Partners (Acquired by D.A. Davidson & Co) July 2008 - August 2008
AstraZeneca June 2004 - July 2007
Comedy Central 2006 - 2006
Skills
Equity Research, Regional Banks, Investment Banking, Financial Institutions, SNL Financial, Banks, Excel models, SNL, Financial Analysis, Capital Markets, Commercial Banking, Financial Modeling, Equity Valuation, Economics, Financial Services, Equity Capital Markets, Equities, Banking, bluematrix
Education
Colby College 2005 — 2009
Bachelors, Economics
Hvitfeldtska Gymnasiet 2002 — 2005
International Baccalaureate Diploma
International School of the Gothenburg Region 1999 — 2002
Stephens Inc. September 2015 - Present
Stephens Inc. April 2015 - Present
Piper Jaffray April 2015 - April 2015
Sterne Agee (Acquired by Stifel Financial) April 2014 - April 2015
Oppenheimer & Co. January 2010 - April 2014
Oppenheimer & Co. June 2009 - September 2009
AGC Partners March 2008 - January 2009
Silver Steep Partners (Acquired by D.A. Davidson & Co) July 2008 - August 2008
AstraZeneca June 2004 - July 2007
Comedy Central 2006 - 2006
Skills
Equity Research, Regional Banks, Investment Banking, Financial Institutions, SNL Financial, Banks, Excel models, SNL, Financial Analysis, Capital Markets, Commercial Banking, Financial Modeling, Equity Valuation, Economics, Financial Services, Equity Capital Markets, Equities, Banking, bluematrix
Education
Colby College 2005 — 2009
Bachelors, Economics
Hvitfeldtska Gymnasiet 2002 — 2005
International Baccalaureate Diploma
International School of the Gothenburg Region 1999 — 2002
Alice Schrader's Stephens Inc. Experience 2003 - 2005
Job Driving Relationships One at a time
Industry Human Resources
Experience
Collabera 2012 - Present
Without-A-Hitch..Special Events March 2003 - December 2014
NLC August 2010 - August 2012
Newt Global January 2012 - July 2012
Turtle Wireless/Glamore Telecomm July 2006 - August 2010
Bob's Steak and Chop House/FT job in College May 2008 - November 2009
Gaylord Texan/FT job in College 2006 - 2007
Stephens Inc 2003 - 2005
Skills
Typing, Microsoft Office, Mac OS X, Quickbooks, Photoshop, Databases, Digital Photography, Social Media, Social Networking, Social Media Marketing, College Recruiting, Technical Recruiting, Graduate Recruitment, Student Recruitment, Office Administration, QuickBooks, Human Resources, OS X, Student Recruiting, Teamwork, Recruiting, Benefits Negotiation, Customer Service, Employee Relations, Time Management, Applicant Tracking..., Management, Outlook, Training, Budgets, Hiring, Facebook, Contract Recruitment, Event Planning, Benefits Administration, Talent Acquisition, Interviews, Access, Screening Resumes, Internet Recruiting, CRM, Screening, Leadership, Employee Training, New Hire Orientations, Staffing Services, Payroll, Temporary Placement, Event Management, Employer Branding
Education
University of North Texas 2007 — 2011
BA, Sociology, Minor in Business/Volunteer/Human Resource Management
Central Texas College 2008 — 2009
Business Management
Collabera 2012 - Present
Without-A-Hitch..Special Events March 2003 - December 2014
NLC August 2010 - August 2012
Newt Global January 2012 - July 2012
Turtle Wireless/Glamore Telecomm July 2006 - August 2010
Bob's Steak and Chop House/FT job in College May 2008 - November 2009
Gaylord Texan/FT job in College 2006 - 2007
Stephens Inc 2003 - 2005
Skills
Typing, Microsoft Office, Mac OS X, Quickbooks, Photoshop, Databases, Digital Photography, Social Media, Social Networking, Social Media Marketing, College Recruiting, Technical Recruiting, Graduate Recruitment, Student Recruitment, Office Administration, QuickBooks, Human Resources, OS X, Student Recruiting, Teamwork, Recruiting, Benefits Negotiation, Customer Service, Employee Relations, Time Management, Applicant Tracking..., Management, Outlook, Training, Budgets, Hiring, Facebook, Contract Recruitment, Event Planning, Benefits Administration, Talent Acquisition, Interviews, Access, Screening Resumes, Internet Recruiting, CRM, Screening, Leadership, Employee Training, New Hire Orientations, Staffing Services, Payroll, Temporary Placement, Event Management, Employer Branding
Education
University of North Texas 2007 — 2011
BA, Sociology, Minor in Business/Volunteer/Human Resource Management
Central Texas College 2008 — 2009
Business Management
Pete Bailey's Stephens Inc. Experience 2014 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2014 - Present
Wells Fargo 2008 - 2014
Citigroup 2006 - 2008
U.S. Army 1998 - 2003
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Energy, Defense, Aerospace &..., Leadership, Business Development, Strategic Planning
Education
Harvard Business School 2003 — 2005
M.B.A., General Management, Finance
United States Military Academy at West Point 1994 — 1998
B.S. General Management, Minor in Systems Engineering
Stephens Inc. 2014 - Present
Wells Fargo 2008 - 2014
Citigroup 2006 - 2008
U.S. Army 1998 - 2003
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Energy, Defense, Aerospace &..., Leadership, Business Development, Strategic Planning
Education
Harvard Business School 2003 — 2005
M.B.A., General Management, Finance
United States Military Academy at West Point 1994 — 1998
B.S. General Management, Minor in Systems Engineering
Scott Schoenhaus Scott Schoenhaus's Stephens Inc. Experience February 2014 - Present
Job Equity Research
Industry Financial Services
Experience
Stephens Inc. February 2014 - Present
Wolfe Research, LLC August 2011 - January 2014
Education
Georgetown University 2003 — 2007
Economics
Delbarton School 1999 — 2003
Stephens Inc. February 2014 - Present
Wolfe Research, LLC August 2011 - January 2014
Education
Georgetown University 2003 — 2007
Economics
Delbarton School 1999 — 2003
Jim Colbourne Jim Colbourne's Stephens Inc. Experience January 2012 - July 2014
Job Relationship Manager at Arista Investment Advisors / InvestNU
Industry Financial Services
Experience
Arista Investment Advisors / Invest-N-U July 2014 - Present
Stephens Inc. January 2012 - July 2014
Morgan Stanley Smith Barney 2000 - December 2011
National Discount Brokers 1994 - 2000
Skills
Wealth Management, Investments, Securities, Equities, Series 7, Series 63, FINRA, Fixed Income, ETFs, Financial Analysis, Management, Equity Trading, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Hedge Funds, Trading
Education
Walton High School 1988 — 1992
Georgia Southern University
Arista Investment Advisors / Invest-N-U July 2014 - Present
Stephens Inc. January 2012 - July 2014
Morgan Stanley Smith Barney 2000 - December 2011
National Discount Brokers 1994 - 2000
Skills
Wealth Management, Investments, Securities, Equities, Series 7, Series 63, FINRA, Fixed Income, ETFs, Financial Analysis, Management, Equity Trading, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Hedge Funds, Trading
Education
Walton High School 1988 — 1992
Georgia Southern University
Mark Smukler Mark Smukler's Stephens Inc. Experience June 2012 - December 2013
Job Entrepreneur | Web Developer
Industry Information Technology and Services
Experience
OnPoint World May 2015 - Present
ASC (Animal Social Club) January 2014 - Present
Stephens Inc. June 2012 - December 2013
Apollo Capital Management June 2011 - May 2012
SMBC Nikko Capital Markets Ltd January 2011 - May 2011
BRND MGMT May 2010 - December 2010
Price, Raffel, & Browne, Inc May 2009 - April 2010
Skills
Valuation, Bloomberg, Microsoft Office, Corporate Finance, Mergers & Acquisitions, International Business, Mutual Funds, DCF Valuation, Due Diligence, DCF, JavaScript, Morningstar, Financial Modeling, HTML, Git, Github, Ruby, Comparable Analysis, WACC, M&A Modeling, Leveraged Finance, Pricing Strategy, Recapitalizations, Competitive Analysis, Ruby on Rails, CSS, Backbone.js, Finance, Financial Analysis, PowerPoint, Startup Development, Web Applications, Microsoft Excel
Education
General Assembly
WDI
New York University - Leonard N. Stern School of Business 2008 — 2012
BS, Finance and International Business
OnPoint World May 2015 - Present
ASC (Animal Social Club) January 2014 - Present
Stephens Inc. June 2012 - December 2013
Apollo Capital Management June 2011 - May 2012
SMBC Nikko Capital Markets Ltd January 2011 - May 2011
BRND MGMT May 2010 - December 2010
Price, Raffel, & Browne, Inc May 2009 - April 2010
Skills
Valuation, Bloomberg, Microsoft Office, Corporate Finance, Mergers & Acquisitions, International Business, Mutual Funds, DCF Valuation, Due Diligence, DCF, JavaScript, Morningstar, Financial Modeling, HTML, Git, Github, Ruby, Comparable Analysis, WACC, M&A Modeling, Leveraged Finance, Pricing Strategy, Recapitalizations, Competitive Analysis, Ruby on Rails, CSS, Backbone.js, Finance, Financial Analysis, PowerPoint, Startup Development, Web Applications, Microsoft Excel
Education
General Assembly
WDI
New York University - Leonard N. Stern School of Business 2008 — 2012
BS, Finance and International Business
Catherine Businelle Catherine Businelle's Stephens Inc. Experience August 2000 - April 2001
Job Communications & Digital Specialist at Transamerica
Industry Insurance
Experience
Transamerica Employee Benefits September 2014 - Present
Dillards May 2012 - September 2014
Service Operations Specialists March 2011 - May 2012
Catherine P. Businelle January 2004 - February 2011
Scroggins Consulting February 2010 - June 2010
Solving the Work Life Equation 2010 - 2010
Mom's Breastaurant 2006 - 2010
Shilo Inns Suites Hotels October 2001 - April 2003
New Horizons Computer Learning Centers June 2001 - September 2001
Stephens Inc. August 2000 - April 2001
Skills
Spanish, Adult Education, Proposal Writing, English grammar, Desktop Publishing, Web Design, Bible, Latin American culture, Microsoft Excel, Access, Editing, Technical Writing, Proofreading, Public Speaking, Training, Newsletters, Copywriting, Web Content, Microsoft Office, Management, Blogging, Copy Editing, Publishing, Social Networking, Writing, Creative Writing, Publications
Education
Harding University 1996 — 2000
BA, Spanish (with minors: English, Writing, Bible, Linguistics)
AIM 1993 — 1996
Latin American Culture and History, Spanish
Transamerica Employee Benefits September 2014 - Present
Dillards May 2012 - September 2014
Service Operations Specialists March 2011 - May 2012
Catherine P. Businelle January 2004 - February 2011
Scroggins Consulting February 2010 - June 2010
Solving the Work Life Equation 2010 - 2010
Mom's Breastaurant 2006 - 2010
Shilo Inns Suites Hotels October 2001 - April 2003
New Horizons Computer Learning Centers June 2001 - September 2001
Stephens Inc. August 2000 - April 2001
Skills
Spanish, Adult Education, Proposal Writing, English grammar, Desktop Publishing, Web Design, Bible, Latin American culture, Microsoft Excel, Access, Editing, Technical Writing, Proofreading, Public Speaking, Training, Newsletters, Copywriting, Web Content, Microsoft Office, Management, Blogging, Copy Editing, Publishing, Social Networking, Writing, Creative Writing, Publications
Education
Harding University 1996 — 2000
BA, Spanish (with minors: English, Writing, Bible, Linguistics)
AIM 1993 — 1996
Latin American Culture and History, Spanish
M Raza Rafiq's Stephens Inc. Experience August 1999 - July 2002
Job Transaction Services Group at Xerox Services
Industry Financial Services
Experience
Xerox Services October 2009 - Present
Nortel Networks July 2007 - October 2009
Intervoice March 2004 - June 2007
Orbea USA August 2002 - February 2004
Stephens Inc August 1999 - July 2002
Zahid Tractor June 1997 - December 1997
Skills
Financial Modeling, Financial Analysis, Mergers, Competitive Analysis, Corporate Finance, Valuation, Due Diligence, Business Strategy, Forecasting, Cross-functional Team..., Business Development, Private Equity, Portfolio Management, Program Management, Strategic Planning, Mergers & Acquisitions, Strategy, Investment Banking, Marketing Strategy, Telecommunications, Equity Research, Finance
Education
Harvard University
Masters, Management
CFA Institute 2003 — 2007
CFA Charter
New Mexico State University 1997 — 1999
MBA, Finance
PCBA
PESJ
Xerox Services October 2009 - Present
Nortel Networks July 2007 - October 2009
Intervoice March 2004 - June 2007
Orbea USA August 2002 - February 2004
Stephens Inc August 1999 - July 2002
Zahid Tractor June 1997 - December 1997
Skills
Financial Modeling, Financial Analysis, Mergers, Competitive Analysis, Corporate Finance, Valuation, Due Diligence, Business Strategy, Forecasting, Cross-functional Team..., Business Development, Private Equity, Portfolio Management, Program Management, Strategic Planning, Mergers & Acquisitions, Strategy, Investment Banking, Marketing Strategy, Telecommunications, Equity Research, Finance
Education
Harvard University
Masters, Management
CFA Institute 2003 — 2007
CFA Charter
New Mexico State University 1997 — 1999
MBA, Finance
PCBA
PESJ
Michaele Watson Michaele Watson's Stephens Inc. Experience May 2012 - September 2012
Job Engineering Technician @ Compass Production Partners, LP (A Company formed between Harbinger Group and EXCO Resources)
Industry Oil & Energy
Experience
Compass Production Partners, LP June 2014 - Present
Advocare October 2013 - 2015
EXCO Resources, Inc. October 2008 - June 2014
Stephens Inc. May 2012 - September 2012
All Star Training, Inc./All Star CE June 2004 - July 2008
Creekside Pet Care Center January 2004 - December 2004
Dillards January 2000 - June 2004
Arkansas State University Equestrian Center August 1998 - May 2000
Paul Lawyer Office January 1997 - December 1999
Dollarway Veterinarian Clinic April 1994 - May 1996
Skills
Oil & Gas Industry, Petroleum Economics, Engineering, Aries, Access, Flat File Import, Microsoft Excel, Supervisory Skills, Software Documentation, WellView, Petra, Excalibur, AFE Navigator, Drilling Info, PI Dwights, Citrix, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Troubleshooting, Outlook, DocVue AP, AutoCAD, Natural Gas, Petroleum, Gas, Energy Industry, Oil & Gas
Education
Arkansas State University 1996 — 2001
Bachelor's Degree, Pre-Veterinarian Medicine & Minor in Vocal Performance
Southeast Arkansas College 1997 — 1997
Compass Production Partners, LP June 2014 - Present
Advocare October 2013 - 2015
EXCO Resources, Inc. October 2008 - June 2014
Stephens Inc. May 2012 - September 2012
All Star Training, Inc./All Star CE June 2004 - July 2008
Creekside Pet Care Center January 2004 - December 2004
Dillards January 2000 - June 2004
Arkansas State University Equestrian Center August 1998 - May 2000
Paul Lawyer Office January 1997 - December 1999
Dollarway Veterinarian Clinic April 1994 - May 1996
Skills
Oil & Gas Industry, Petroleum Economics, Engineering, Aries, Access, Flat File Import, Microsoft Excel, Supervisory Skills, Software Documentation, WellView, Petra, Excalibur, AFE Navigator, Drilling Info, PI Dwights, Citrix, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Troubleshooting, Outlook, DocVue AP, AutoCAD, Natural Gas, Petroleum, Gas, Energy Industry, Oil & Gas
Education
Arkansas State University 1996 — 2001
Bachelor's Degree, Pre-Veterinarian Medicine & Minor in Vocal Performance
Southeast Arkansas College 1997 — 1997
Bryce Miller Bryce Miller's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2015 - Present
LandFund Partners July 2014 - August 2014
Delphos International May 2013 - August 2013
Kentucky Trust Company August 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Economics, Teamwork, Research, Public Speaking, Data Analysis, Leadership, Portfolio Management, Interpersonal Skills
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
Centre College 2010 — 2014
Bachelor of Science (BS), Financial Economics, Graduated Cum Laude
Stephens Inc. June 2015 - Present
LandFund Partners July 2014 - August 2014
Delphos International May 2013 - August 2013
Kentucky Trust Company August 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Economics, Teamwork, Research, Public Speaking, Data Analysis, Leadership, Portfolio Management, Interpersonal Skills
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
Centre College 2010 — 2014
Bachelor of Science (BS), Financial Economics, Graduated Cum Laude
Claire Gregson Claire Gregson's Stephens Inc. Experience March 1999 - January 2000
Job Health and Wellness
Industry Health, Wellness and Fitness
Experience
Yoga August 2003 - Present
Inner Peace (Inner Peaks) October 2009 - January 2011
Black Sheep Cycles October 2005 - August 2007
Charlotte Latin School June 2000 - June 2001
New South Communications February 2000 - June 2000
Stephens Inc. March 1999 - January 2000
Directions USA January 1997 - September 1999
62 Models and Talent December 1996 - December 1998
Skills
Social Media, Event Planning, Public Speaking, Mentoring, Teaching, Publicity, PowerPoint, Excel, Photoshop, Photography, Online Research, Customer Relations, Social Networking Sites, Team Building, Coaching, Wordpress, Social Networking, Marketing Strategy, Fashion, Microsoft Excel
Education
Appalachian State University 1995 — 1998
BA, Theater Arts
College of Charleston 1993 — 1995
BA, Theater Arts
Yoga August 2003 - Present
Inner Peace (Inner Peaks) October 2009 - January 2011
Black Sheep Cycles October 2005 - August 2007
Charlotte Latin School June 2000 - June 2001
New South Communications February 2000 - June 2000
Stephens Inc. March 1999 - January 2000
Directions USA January 1997 - September 1999
62 Models and Talent December 1996 - December 1998
Skills
Social Media, Event Planning, Public Speaking, Mentoring, Teaching, Publicity, PowerPoint, Excel, Photoshop, Photography, Online Research, Customer Relations, Social Networking Sites, Team Building, Coaching, Wordpress, Social Networking, Marketing Strategy, Fashion, Microsoft Excel
Education
Appalachian State University 1995 — 1998
BA, Theater Arts
College of Charleston 1993 — 1995
BA, Theater Arts
Alex Brand, CFA Alex Brand, CFA's Stephens Inc. Experience February 2005 - January 2011
Job Analyst at Edmunds White Partners LLC
Industry Investment Management
Experience
Edmunds White Partners LLC October 2013 - May 2015
Pinnacle Management Partners LLC April 2013 - December 2013
SunTrust Robinson Humphrey January 2011 - February 2013
Stephens Inc. February 2005 - January 2011
BB&T Capital Markets April 1997 - January 2005
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1994
MBA, Finance
University of Richmond - Robins School of Business 1988 — 1992
B.S.B.A., Finance
Edmunds White Partners LLC October 2013 - May 2015
Pinnacle Management Partners LLC April 2013 - December 2013
SunTrust Robinson Humphrey January 2011 - February 2013
Stephens Inc. February 2005 - January 2011
BB&T Capital Markets April 1997 - January 2005
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1994
MBA, Finance
University of Richmond - Robins School of Business 1988 — 1992
B.S.B.A., Finance
Molly Ingram Molly Ingram's Stephens Inc. Experience July 2013 - Present
Job Registered Sales Assistant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. July 2013 - Present
Stephens Inc. September 2012 - July 2013
Stephens Inc. July 2011 - September 2012
Harding University May 2010 - December 2010
Harding University January 2010 - May 2010
Harding University August 2009 - December 2009
Harding University May 2009 - August 2009
Central Arkansas Christian Schools May 2006 - August 2006
Education
Harding University 2010 — 2010
Master of Business Administration
Harding University 2005 — 2009
BBA, Management
Stephens Inc. July 2013 - Present
Stephens Inc. September 2012 - July 2013
Stephens Inc. July 2011 - September 2012
Harding University May 2010 - December 2010
Harding University January 2010 - May 2010
Harding University August 2009 - December 2009
Harding University May 2009 - August 2009
Central Arkansas Christian Schools May 2006 - August 2006
Education
Harding University 2010 — 2010
Master of Business Administration
Harding University 2005 — 2009
BBA, Management
Scott A. Wilson Scott A. Wilson's Stephens Inc. Experience May 2014 - Present
Job Equity Research at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. May 2014 - Present
Cambridge Associates July 2011 - April 2014
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies
Duke University
A.B., Chemistry with distinction, History Minor
Stephens Inc. May 2014 - Present
Cambridge Associates July 2011 - April 2014
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies
Duke University
A.B., Chemistry with distinction, History Minor
Jesslyna Derozario Jesslyna Derozario's Stephens Inc. Experience December 1992 - March 1997
Job SAP HCM Consultant, Partner at GlobalConnect
Industry Information Technology and Services
Experience
GlobalConnect December 2008 - Present
Coca-Cola Refreshments 2012 - 2013
IBM Global Services May 2008 - December 2008
BearingPoint April 2007 - May 2008
Fujitsu Consulting June 2006 - April 2007
Coca Cola Enterprises February 1999 - May 2006
Alltel Information Services April 1997 - February 1999
Stephens Inc December 1992 - March 1997
Ann Arbor Transportation Authority October 1990 - December 1992
Skills
SAP HR, Organizational..., ESS, SAP, HRIS, MSS, Personnel Management, Recruiting, SAP R/3, SAP ERP, SAP Portal, ERP, SAP Implementation, Business Process
Education
Webster University 1993 — 1995
Master of Arts, Computer Resources and Information Management
Eastern Michigan University 1988 — 1991
Bachelor of Science, Office Automation
GlobalConnect December 2008 - Present
Coca-Cola Refreshments 2012 - 2013
IBM Global Services May 2008 - December 2008
BearingPoint April 2007 - May 2008
Fujitsu Consulting June 2006 - April 2007
Coca Cola Enterprises February 1999 - May 2006
Alltel Information Services April 1997 - February 1999
Stephens Inc December 1992 - March 1997
Ann Arbor Transportation Authority October 1990 - December 1992
Skills
SAP HR, Organizational..., ESS, SAP, HRIS, MSS, Personnel Management, Recruiting, SAP R/3, SAP ERP, SAP Portal, ERP, SAP Implementation, Business Process
Education
Webster University 1993 — 1995
Master of Arts, Computer Resources and Information Management
Eastern Michigan University 1988 — 1991
Bachelor of Science, Office Automation
Joe Chumbler, CFA Joe Chumbler, CFA's Stephens Inc. Experience 1997 - 2006
Job Equipment Finance and Leasing Professional
Industry Financial Services
Experience
Boston Mountain Money Management, Inc. 2007 - 2015
Stephens Inc. 1997 - 2006
Crews & Associates 1991 - 1997
Skills
Relationship Management, Relationship Building, Business Development, Direct Sales, New Business Development, Marketing Strategy, Cold Calling, Interpersonal..., Marketing, Business Relationship..., Business Relationship..., Investments, Strategic Financial..., Investment Advisory, Investment Management, Wealth Management..., Financial Analysis, Securities, Bonds, Management, Financial Planning, Risk Management, Deferred Compensation, Financial Advisory, Portfolio Management, Mutual Funds, Value Investing, Alternative Investments, Executive Pay, Wealth Management, Asset Allocation, Communication, Asset Management, Options, Restructuring, Investment Strategies, Analysis, Listening Skills, Wealth Preservation, Executive Compensation, Financial Structuring, Microsoft Excel, Microsoft Office, PowerPoint
Education
Baylor University 1985 — 1989
BBA, Finance
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
Boston Mountain Money Management, Inc. 2007 - 2015
Stephens Inc. 1997 - 2006
Crews & Associates 1991 - 1997
Skills
Relationship Management, Relationship Building, Business Development, Direct Sales, New Business Development, Marketing Strategy, Cold Calling, Interpersonal..., Marketing, Business Relationship..., Business Relationship..., Investments, Strategic Financial..., Investment Advisory, Investment Management, Wealth Management..., Financial Analysis, Securities, Bonds, Management, Financial Planning, Risk Management, Deferred Compensation, Financial Advisory, Portfolio Management, Mutual Funds, Value Investing, Alternative Investments, Executive Pay, Wealth Management, Asset Allocation, Communication, Asset Management, Options, Restructuring, Investment Strategies, Analysis, Listening Skills, Wealth Preservation, Executive Compensation, Financial Structuring, Microsoft Excel, Microsoft Office, PowerPoint
Education
Baylor University 1985 — 1989
BBA, Finance
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
Gary Ciuba Gary Ciuba's Stephens Inc. Experience September 1999 - May 2011
Job PresidentGSC Real Estate Investments, LLC
Industry Investment Management
Experience
GSC Real Estate Investments, LLC 2014 - Present
KeyBanc Capital Markets July 2011 - September 2013
Stephens Inc. September 1999 - May 2011
Arthur Andersen June 1989 - August 1999
UBS Investment Bank June 1981 - June 1989
Skills
Corporate Finance, Management, Logistics, Finance, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Financial Structuring, M&A experience, Corporate Development, Venture Capital, Private Placements, Business Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
Rutgers College 1973 — 1977
BA, English Literature
GSC Real Estate Investments, LLC 2014 - Present
KeyBanc Capital Markets July 2011 - September 2013
Stephens Inc. September 1999 - May 2011
Arthur Andersen June 1989 - August 1999
UBS Investment Bank June 1981 - June 1989
Skills
Corporate Finance, Management, Logistics, Finance, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Financial Structuring, M&A experience, Corporate Development, Venture Capital, Private Placements, Business Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
Rutgers College 1973 — 1977
BA, English Literature
Kevin R. Burns Kevin R. Burns's Stephens Inc. Experience February 2013 - Present
Job SVP and Associate General Counsel at Stephens Inc.
Industry Law Practice
Experience
Stephens Inc. February 2013 - Present
Rose Law Firm September 1985 - January 2013
Hurt, Richardson, Garner, Todd and Cadenhead June 1982 - September 1985
Procter & Gamble Company June 1977 - August 1979
Education
University of Arkansas School of Law, Fayetteville 1979 — 1982
JD, law
Georgia Institute of Technology 1973 — 1977
BIE, Industrial and Systems Engineering
Stephens Inc. February 2013 - Present
Rose Law Firm September 1985 - January 2013
Hurt, Richardson, Garner, Todd and Cadenhead June 1982 - September 1985
Procter & Gamble Company June 1977 - August 1979
Education
University of Arkansas School of Law, Fayetteville 1979 — 1982
JD, law
Georgia Institute of Technology 1973 — 1977
BIE, Industrial and Systems Engineering
Shane Stolz's Stephens Inc. Experience June 2009 - May 2011
Job Head Men's and Women's Soccer Coach and Sports Information Director at Williams Baptist College
Industry Sports
Experience
Williams Baptist College June 2011 - Present
Stephens Inc. June 2009 - May 2011
Williams Baptist College August 2007 - May 2009
Williams Baptist College August 2004 - May 2009
Teleflora January 2008 - August 2008
Skills
Marketing, Sports Management, Sales, Leadership, Public Speaking, Microsoft Office, Social Media, Event Planning, Customer Service, Research, Microsoft Excel, PowerPoint, Higher Education, Teaching, Community Outreach, Recruiting, Non-profits, Fundraising, Microsoft Word, Self-driven
Education
Concordia University Irvine 2013 — 2015
Master's Degree, Coaching and Athletic Administration
Williams Baptist College 2004 — 2009
Business Administration
Williams Baptist College June 2011 - Present
Stephens Inc. June 2009 - May 2011
Williams Baptist College August 2007 - May 2009
Williams Baptist College August 2004 - May 2009
Teleflora January 2008 - August 2008
Skills
Marketing, Sports Management, Sales, Leadership, Public Speaking, Microsoft Office, Social Media, Event Planning, Customer Service, Research, Microsoft Excel, PowerPoint, Higher Education, Teaching, Community Outreach, Recruiting, Non-profits, Fundraising, Microsoft Word, Self-driven
Education
Concordia University Irvine 2013 — 2015
Master's Degree, Coaching and Athletic Administration
Williams Baptist College 2004 — 2009
Business Administration
Andrew Blau Andrew Blau's Stephens Inc. Experience January 2004 - June 2012
Job Managing Director Robertson Stephens Advisors
Industry Investment Management
Experience
Robertson Stephens Advisors LLC May 2013 - Present
Stephens Inc. January 2004 - June 2012
CIBC Oppenheimer August 2002 - February 2004
Robertson Stephens January 1999 - August 2002
Morgan Stanley & Co., Inc. May 1989 - January 1999
Drexel Burnham Lambert September 1985 - May 1989
Education
Denison University 1981 — 1985
Bachelor's Degree, Economics
Deerfield Academy 1978 — 1981
High School
The Buckley School
Robertson Stephens Advisors LLC May 2013 - Present
Stephens Inc. January 2004 - June 2012
CIBC Oppenheimer August 2002 - February 2004
Robertson Stephens January 1999 - August 2002
Morgan Stanley & Co., Inc. May 1989 - January 1999
Drexel Burnham Lambert September 1985 - May 1989
Education
Denison University 1981 — 1985
Bachelor's Degree, Economics
Deerfield Academy 1978 — 1981
High School
The Buckley School
Jordan Frye's Stephens Inc. Experience July 2015 - Present
Job PC Support Analyst at Stephens Inc.
Industry Information Technology and Services
Experience
Stephens Inc. July 2015 - Present
Hewlett-Packard November 2011 - November 2014
Hewlett-Packard January 2010 - October 2011
Skills
Solution Selling, HP, Account Management, Channel Partners, Channel, Partner Management, Selling, Sales Operations, Market Research, Enterprise Software, SaaS, Sales, Data Center, Direct Sales, Management, Cloud Computing, Salesforce.com
Education
Arkansas Tech University
Bachelor of Science, Psychology
Arkansas Tech University
Bachelor of Science (BS), Psychology, 3.8
Stephens Inc. July 2015 - Present
Hewlett-Packard November 2011 - November 2014
Hewlett-Packard January 2010 - October 2011
Skills
Solution Selling, HP, Account Management, Channel Partners, Channel, Partner Management, Selling, Sales Operations, Market Research, Enterprise Software, SaaS, Sales, Data Center, Direct Sales, Management, Cloud Computing, Salesforce.com
Education
Arkansas Tech University
Bachelor of Science, Psychology
Arkansas Tech University
Bachelor of Science (BS), Psychology, 3.8
Joseph Edelstein, CFA's Stephens Inc. Experience March 2015 - Present
Job Vice President at Stephens Inc.
Industry Capital Markets
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Michael J. Conte's Stephens Inc. Experience October 2013 - Present
Job
Industry Financial Services
Experience
Stephens Inc. October 2013 - Present
Skills
Trading, Equities, Hedge Funds, Capital Markets, Equity Research, Series 7, Bloomberg, Equity Trading, Series 63, Fixed Income, Management, Investments, Investment Banking, Valuation, Alternative Investments
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, Finance / Management
Loyola University of Maryland 1992 — 1996
BS, Finance
Stephens Inc. October 2013 - Present
Skills
Trading, Equities, Hedge Funds, Capital Markets, Equity Research, Series 7, Bloomberg, Equity Trading, Series 63, Fixed Income, Management, Investments, Investment Banking, Valuation, Alternative Investments
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, Finance / Management
Loyola University of Maryland 1992 — 1996
BS, Finance
Brett Huff's Stephens Inc. Experience February 2014 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. February 2014 - Present
Stephens Inc. February 2012 - Present
Stephens Inc. July 2007 - Present
Stephens Inc. March 2010 - February 2012
Stephens Inc. April 2005 - July 2007
Southwest Securities July 2004 - April 2005
OpenAir July 1999 - June 2004
Deloitte Consulting August 1994 - May 1997
Skills
Start-ups, Finance, Management, Financial Analysis, Equity Research, Product Management, Equities, Strategic Planning, Valuation
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Marketing
Harvard University 1989 — 1993
A.B., Social Studies
Stephens Inc. February 2014 - Present
Stephens Inc. February 2012 - Present
Stephens Inc. July 2007 - Present
Stephens Inc. March 2010 - February 2012
Stephens Inc. April 2005 - July 2007
Southwest Securities July 2004 - April 2005
OpenAir July 1999 - June 2004
Deloitte Consulting August 1994 - May 1997
Skills
Start-ups, Finance, Management, Financial Analysis, Equity Research, Product Management, Equities, Strategic Planning, Valuation
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Marketing
Harvard University 1989 — 1993
A.B., Social Studies
Chad Kaehr's Stephens Inc. Experience March 2002 - January 2005
Job Sales at RMG Outdoor
Industry Marketing and Advertising
Experience
RMG Outdoor January 2006 - Present
Stephens Inc. March 2002 - January 2005
Sungard Trading Systems January 2001 - January 2003
Education
Arizona State University 1992 — 1996
Accountancy
RMG Outdoor January 2006 - Present
Stephens Inc. March 2002 - January 2005
Sungard Trading Systems January 2001 - January 2003
Education
Arizona State University 1992 — 1996
Accountancy
Greg Hartlein's Stephens Inc. Experience February 2013 - Present
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. February 2013 - Present
ThinkEquity LLC September 2011 - October 2012
Stifel Nicolaus September 2009 - October 2011
Mufson Howe Hunter and Company March 2008 - September 2008
Cohen & Company April 2007 - March 2008
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science (BS), Finance and Economics
Stephens Inc. February 2013 - Present
ThinkEquity LLC September 2011 - October 2012
Stifel Nicolaus September 2009 - October 2011
Mufson Howe Hunter and Company March 2008 - September 2008
Cohen & Company April 2007 - March 2008
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science (BS), Finance and Economics
Elizabeth Browning's Stephens Inc. Experience August 2009 - Present
Job Bond Dept Manager
Industry Financial Services
Experience
Stephens Inc. August 2009 - Present
IFIC June 2003 - August 2009
Skills
Bonds, Financial Analysis, Underwriting, Risk Management, Credit Analysis, Insurance, Credit, Financial Modeling, Commercial Insurance, Analysis, Customer Service, Finance, Investments, Risk Assessment, Negotiation, Valuation
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Stephens Inc. August 2009 - Present
IFIC June 2003 - August 2009
Skills
Bonds, Financial Analysis, Underwriting, Risk Management, Credit Analysis, Insurance, Credit, Financial Modeling, Commercial Insurance, Analysis, Customer Service, Finance, Investments, Risk Assessment, Negotiation, Valuation
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
John Showalter's Stephens Inc. Experience November 1989 - September 2008
Job Sr Vice President at Morgan Keegan
Industry Real Estate
Experience
Morgan Keegan October 2008 - Present
Showalter Properties llc April 1983 - Present
Stephens Inc. November 1989 - September 2008
Education
Harding University 1972 — 1976
Morgan Keegan October 2008 - Present
Showalter Properties llc April 1983 - Present
Stephens Inc. November 1989 - September 2008
Education
Harding University 1972 — 1976
Tyler Boone, CFA's Stephens Inc. Experience July 2010 - January 2012
Job MBA Candidate at Columbia Business School (Class of 2016)
Industry Financial Services
Experience
American Capital February 2012 - December 2014
Stephens Inc. July 2010 - January 2012
Stephens Inc. July 2007 - June 2010
Skills
Valuation, LBO, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Corporate Finance
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2006 — 2007
MSA, Accounting
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (BBA), Finance & Accounting
MUS
American Capital February 2012 - December 2014
Stephens Inc. July 2010 - January 2012
Stephens Inc. July 2007 - June 2010
Skills
Valuation, LBO, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Corporate Finance
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2006 — 2007
MSA, Accounting
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (BBA), Finance & Accounting
MUS
Randy Pulliam's Stephens Inc. Experience July 1994 - June 1998
Job Partner at Carney Bates & Pulliam, PLLC
Industry Law Practice
Experience
Carney Bates & Pulliam, PLLC May 2007 - Present
Baron & Budd, P.C. 2004 - 2007
Cauley Geller Bowman & Rudman January 2001 - May 2004
Rice Adams Beckham & Pulliam July 1998 - January 2001
Stephens Inc. July 1994 - June 1998
Skills
Product Liability, Litigation Support, Arbitration, Class Actions, Commercial Litigation, Westlaw, Appeals, Corporate Governance, Civil Litigation, Shareholder, Mediation, Litigation, Trials, Insurance Law, Corporate Law, Intellectual Property, Securities Regulation, Legal Writing
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1994 — 1998
J.D.
University of Arkansas 1991 — 1992
M.B.A., Finance
Baylor University - Hankamer School of Business
Carney Bates & Pulliam, PLLC May 2007 - Present
Baron & Budd, P.C. 2004 - 2007
Cauley Geller Bowman & Rudman January 2001 - May 2004
Rice Adams Beckham & Pulliam July 1998 - January 2001
Stephens Inc. July 1994 - June 1998
Skills
Product Liability, Litigation Support, Arbitration, Class Actions, Commercial Litigation, Westlaw, Appeals, Corporate Governance, Civil Litigation, Shareholder, Mediation, Litigation, Trials, Insurance Law, Corporate Law, Intellectual Property, Securities Regulation, Legal Writing
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1994 — 1998
J.D.
University of Arkansas 1991 — 1992
M.B.A., Finance
Baylor University - Hankamer School of Business
Kevin Eckert's Stephens Inc. Experience 2007 - Present
Job Managing Director
Industry Venture Capital & Private Equity
Experience
Stephens Inc 2007 - Present
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA
The University of Chicago 1988 — 1992
BA
Stephens Inc 2007 - Present
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA
The University of Chicago 1988 — 1992
BA
Ronnie Saliba's Stephens Inc. Experience January 2004 - February 2010
Job Managing Partner at Ronin Global Partners
Industry Investment Management
Experience
Ronin Global Partners January 2010 - Present
Stephens Inc. January 2004 - February 2010
Oppenheimer & Co. August 2002 - January 2004
Robertson Stephens February 1999 - August 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1995 — 1999
Master of Business Administration (MBA), Finance, General
Hofstra University
BBA, Finance
Ronin Global Partners January 2010 - Present
Stephens Inc. January 2004 - February 2010
Oppenheimer & Co. August 2002 - January 2004
Robertson Stephens February 1999 - August 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1995 — 1999
Master of Business Administration (MBA), Finance, General
Hofstra University
BBA, Finance
Jeremy Lohman's Stephens Inc. Experience January 2012 - Present
Job Registered Sales Assistant at Stephens, Inc.
Industry Financial Services
Experience
Stephens Inc. January 2012 - Present
Thrivent Financial June 2007 - January 2012
Jimano's Pizzeria July 2003 - May 2007
MMI Companies June 1999 - May 2000
Carthage College September 1996 - May 2000
MMI Companies: American Continental Insurance Company 1999 - 2000
Skills
MS Office Suite, Financial Analysis, Investments, Insurance, Series 7, Series 63, Securities, Finance, Strategic Financial..., Strategic Planning, Asset Managment, Asset Allocation, Process Improvement, Financial Modeling, Customer Service, Marketing
Education
Carthage College 1995 — 2000
Bachelor of Arts, Business Admin, Marketing, History
Stephens Inc. January 2012 - Present
Thrivent Financial June 2007 - January 2012
Jimano's Pizzeria July 2003 - May 2007
MMI Companies June 1999 - May 2000
Carthage College September 1996 - May 2000
MMI Companies: American Continental Insurance Company 1999 - 2000
Skills
MS Office Suite, Financial Analysis, Investments, Insurance, Series 7, Series 63, Securities, Finance, Strategic Financial..., Strategic Planning, Asset Managment, Asset Allocation, Process Improvement, Financial Modeling, Customer Service, Marketing
Education
Carthage College 1995 — 2000
Bachelor of Arts, Business Admin, Marketing, History
Christian Radev's Stephens Inc. Experience October 2011 - June 2014
Job Investment Banking Summer Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Stephens Inc. October 2011 - June 2014
Madison Williams and Company 2011 - 2011
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Equity Research, Financial Modeling, Valuation, Equities, Series 7, Capital Markets, FactSet, Bloomberg, Capital IQ, Financial Statement..., Oil & Gas
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance and Management
Vanderbilt University 2009 — 2010
Master of Science, Finance
Boston University Questrom School of Business 2005 — 2008
BSBA Finance and Accounting, Finance/Accounting
Deutsche Bank June 2015 - Present
Stephens Inc. October 2011 - June 2014
Madison Williams and Company 2011 - 2011
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Equity Research, Financial Modeling, Valuation, Equities, Series 7, Capital Markets, FactSet, Bloomberg, Capital IQ, Financial Statement..., Oil & Gas
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance and Management
Vanderbilt University 2009 — 2010
Master of Science, Finance
Boston University Questrom School of Business 2005 — 2008
BSBA Finance and Accounting, Finance/Accounting
David Gallimore's Stephens Inc. Experience August 2000 - June 2005
Job Municipal Bond Portfolio Manager
Industry Investment Management
Experience
Fidelity National Financial July 2005 - Present
Stephens Inc. August 2000 - June 2005
JC Bradford LLC February 1997 - July 2000
William Blair, LLC June 1995 - February 1997
Merrill Lynch 1980 - 1995
Skills
Portfolio Management, Bonds, Securities, Trading, Bloomberg, Software Project...
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science (BS), Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business
Fidelity National Financial July 2005 - Present
Stephens Inc. August 2000 - June 2005
JC Bradford LLC February 1997 - July 2000
William Blair, LLC June 1995 - February 1997
Merrill Lynch 1980 - 1995
Skills
Portfolio Management, Bonds, Securities, Trading, Bloomberg, Software Project...
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science (BS), Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business
Dale Stephens's Stephens Inc. Experience October 1976 - Present
Job owner at Stephens Inc.
Industry Retail
Experience
Stephens Inc. October 1976 - Present
Education
Arizona State University College of Law 1970 — 1974
Stephens Inc. October 1976 - Present
Education
Arizona State University College of Law 1970 — 1974
Christina Decker's Stephens Inc. Experience May 2014 - Present
Job Corporate Finance Assistant at Stephens, Inc.
Industry Investment Management
Experience
Stephens Inc. May 2014 - Present
Presbyterian Village North October 2011 - May 2014
United Development Funding October 2008 - October 2010
United Development Funding October 2007 - October 2008
UMTH Funding Services, United Development Funding August 2006 - October 2007
The Walraven Company August 1999 - February 2006
Skills
Budgets, Negotiation, Microsoft Office, Marketing, Training, Leadership, Event Management
Education
Dallas County Community College
Stephens Inc. May 2014 - Present
Presbyterian Village North October 2011 - May 2014
United Development Funding October 2008 - October 2010
United Development Funding October 2007 - October 2008
UMTH Funding Services, United Development Funding August 2006 - October 2007
The Walraven Company August 1999 - February 2006
Skills
Budgets, Negotiation, Microsoft Office, Marketing, Training, Leadership, Event Management
Education
Dallas County Community College
Doug Seelicke's Stephens Inc. Experience January 2004 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2004 - Present
Wachovia Securities March 2000 - December 2003
Saxon, Barry, Gardner & Kincannon October 1998 - March 2000
Education
California Western School of Law 1993 — 1996
Juris Doctorate
Ithaca College 1989 — 1993
B.S., International Business
Stephens Inc. January 2004 - Present
Wachovia Securities March 2000 - December 2003
Saxon, Barry, Gardner & Kincannon October 1998 - March 2000
Education
California Western School of Law 1993 — 1996
Juris Doctorate
Ithaca College 1989 — 1993
B.S., International Business
Nicholas A. Klinger's Stephens Inc. Experience 2004 - 2005
Job Foreign Service Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State January 2014 - Present
U.S. Department of State January 2012 - January 2014
U.S. Department of State December 2008 - December 2011
Peace Corps July 2006 - August 2008
Stephens Inc. 2004 - 2005
Skills
Fixed Income, International..., Trading, Public Policy, International Relations, Policy Analysis, Research, Nonprofits, Public Speaking, Strategic Planning, Analysis, Community Development, Program Evaluation, Data Analysis, Program Management, Community Outreach, Project Management, Government, Grants, Foreign Policy
Education
Georgetown University - The McDonough School of Business 2010 — 2013
MBA
University of Arkansas 2000 — 2004
BSBA, Finance
U.S. Department of State January 2014 - Present
U.S. Department of State January 2012 - January 2014
U.S. Department of State December 2008 - December 2011
Peace Corps July 2006 - August 2008
Stephens Inc. 2004 - 2005
Skills
Fixed Income, International..., Trading, Public Policy, International Relations, Policy Analysis, Research, Nonprofits, Public Speaking, Strategic Planning, Analysis, Community Development, Program Evaluation, Data Analysis, Program Management, Community Outreach, Project Management, Government, Grants, Foreign Policy
Education
Georgetown University - The McDonough School of Business 2010 — 2013
MBA
University of Arkansas 2000 — 2004
BSBA, Finance
Timothy B. Fitzgerald's Stephens Inc. Experience June 1997 - June 2000
Job Institutional Investor Relations at Kopernik Global Investors
Industry Investment Management
Experience
Kopernik Global Investors July 2013 - Present
Imperial Capital Bank March 2012 - April 2013
Hudson Securities January 2011 - March 2012
Jefferies & Company June 2000 - May 2010
Stephens Inc. June 1997 - June 2000
Skills
Investment Banking, Equities, Capital Markets, Advertising, Public Relations, Team Leadership, Bloomberg, Valuation, Equity Trading, Equity Research, Hedge Funds
Education
Emerson College 1989 — 1990
Master of Arts (M.A.)
Alfred University 1984 — 1988
Bachelor of Arts (B.A.)
Kopernik Global Investors July 2013 - Present
Imperial Capital Bank March 2012 - April 2013
Hudson Securities January 2011 - March 2012
Jefferies & Company June 2000 - May 2010
Stephens Inc. June 1997 - June 2000
Skills
Investment Banking, Equities, Capital Markets, Advertising, Public Relations, Team Leadership, Bloomberg, Valuation, Equity Trading, Equity Research, Hedge Funds
Education
Emerson College 1989 — 1990
Master of Arts (M.A.)
Alfred University 1984 — 1988
Bachelor of Arts (B.A.)
David Burtzlaff, CFA's Stephens Inc. Experience August 2002 - March 2012
Job Portfolio Manager / Analyst at Avondale Investment Management (USA)
Industry Investment Management
Experience
Avondale Investment Management (USA) November 2014 - Present
Merrill Lynch October 2012 - June 2014
Stephens Inc. August 2002 - March 2012
Merrill Lynch October 1998 - October 1999
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Private Equity, Investment Banking, Investments, Portfolio Management, Series 7, Financial Analysis, Financial Services, Mutual Funds, Investment Management, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Investments
Baylor University 1993 — 1997
BBA, Financial Services and Planning
Avondale Investment Management (USA) November 2014 - Present
Merrill Lynch October 2012 - June 2014
Stephens Inc. August 2002 - March 2012
Merrill Lynch October 1998 - October 1999
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Private Equity, Investment Banking, Investments, Portfolio Management, Series 7, Financial Analysis, Financial Services, Mutual Funds, Investment Management, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Investments
Baylor University 1993 — 1997
BBA, Financial Services and Planning
Ann Ricks's Stephens Inc. Experience February 2007 - Present
Job Program Administrator at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. February 2007 - Present
Staffmark December 1999 - February 2007
Education
Walden University 2011 — 2016
PhD in Management, Accounting
Colorado Technical University
MBA, Accounting
Colorado Technical University
Bachelor, Accounting
Colorado Technical University
Associate of Science, Accounting
Stephens Inc. February 2007 - Present
Staffmark December 1999 - February 2007
Education
Walden University 2011 — 2016
PhD in Management, Accounting
Colorado Technical University
MBA, Accounting
Colorado Technical University
Bachelor, Accounting
Colorado Technical University
Associate of Science, Accounting
Andrew Sweet's Stephens Inc. Experience January 2012 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. January 2012 - Present
Stephens Inc. September 2010 - December 2011
Hyde Park Capital Partners, LLC 2008 - 2010
McColl Partners 2006 - 2008
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers, Financial Modeling, Capital Markets, LBO, Series 7, M, Series 63
Education
Furman University
Economics
Stephens Inc. January 2012 - Present
Stephens Inc. September 2010 - December 2011
Hyde Park Capital Partners, LLC 2008 - 2010
McColl Partners 2006 - 2008
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Mergers, Financial Modeling, Capital Markets, LBO, Series 7, M, Series 63
Education
Furman University
Economics
Heather L. (Chancellor) Freeman's Stephens Inc. Experience October 2010 - April 2013
Job Executive Coordinator at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2013 - Present
Stephens Inc. October 2010 - April 2013
Ambac September 2006 - October 2009
Acuity Specialty Products 2003 - 2006
Acuity Specialty Products Group, Inc 2003 - 2006
Skills
Office Management, Outlook, Office Administration, Microsoft Excel, Travel Arrangements, Administrative...
Education
Sullivan University 1999 — 2000
Associate's degree, Computer Science
Berea College 1993 — 1997
Bachelor's, Business Administration
Ernst & Young March 2013 - Present
Stephens Inc. October 2010 - April 2013
Ambac September 2006 - October 2009
Acuity Specialty Products 2003 - 2006
Acuity Specialty Products Group, Inc 2003 - 2006
Skills
Office Management, Outlook, Office Administration, Microsoft Excel, Travel Arrangements, Administrative...
Education
Sullivan University 1999 — 2000
Associate's degree, Computer Science
Berea College 1993 — 1997
Bachelor's, Business Administration
Joe San Pietro's Stephens Inc. Experience April 2002 - September 2003
Job Social Data Analytics Strategist
Industry Marketing and Advertising
Experience
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Maria Watts's Stephens Inc. Experience July 2004 - June 2006
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. January 2011 - December 2013
Robert W. Baird & Co. August 2009 - January 2011
P&M Corporate Finance August 2008 - August 2009
Farlie Turner & Co. July 2006 - June 2008
Stephens Inc. July 2004 - June 2006
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Equities, Business Strategy, Corporate Finance, Strategy, Private Equity, Competitive Analysis, Financial Analysis, Analysis, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy and Management
Centenary College of Louisiana 2000 — 2003
BS, Business and Spanish
Cretin-Derham Hall 1996 — 2000
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. January 2011 - December 2013
Robert W. Baird & Co. August 2009 - January 2011
P&M Corporate Finance August 2008 - August 2009
Farlie Turner & Co. July 2006 - June 2008
Stephens Inc. July 2004 - June 2006
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Equities, Business Strategy, Corporate Finance, Strategy, Private Equity, Competitive Analysis, Financial Analysis, Analysis, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy and Management
Centenary College of Louisiana 2000 — 2003
BS, Business and Spanish
Cretin-Derham Hall 1996 — 2000
Robert Madsen's Stephens Inc. Experience September 2010 - Present
Job Research Analyst Associate at Stephens Inc.
Industry Accounting
Experience
Stephens Inc. September 2010 - Present
PricewaterhouseCoopers September 2008 - December 2012
Education
Brigham Young University 2001 — 2008
Masters, Accounting
Stephens Inc. September 2010 - Present
PricewaterhouseCoopers September 2008 - December 2012
Education
Brigham Young University 2001 — 2008
Masters, Accounting
William Horner's Stephens Inc. Experience July 2009 - December 2010
Job Associate Equity Analyst
Industry Capital Markets
Experience
BB&T Capital Markets January 2011 - Present
Stephens Inc. July 2009 - December 2010
Deloitte September 2008 - May 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MS, Accounting
Hampden-Sydney College 2001 — 2005
BA, Mathematical Economics
BB&T Capital Markets January 2011 - Present
Stephens Inc. July 2009 - December 2010
Deloitte September 2008 - May 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MS, Accounting
Hampden-Sydney College 2001 — 2005
BA, Mathematical Economics
Taungela Hill's Stephens Inc. Experience July 2001 - February 2002
Job Senior Staff Assistant/Office Manager at Clark Atlanta University
Industry Financial Services
Experience
Clark Atlanta University May 2014 - Present
Kaplan June 2009 - Present
Nationwide Insurance - The Henry Agency September 2011 - May 2012
GHM Global Consulting Inc. 2004 - 2009
Premier Mortgage Funding January 2007 - March 2008
Stephens Inc. July 2001 - February 2002
City of Atlanta Public Defenders 2000 - 2001
Skills
Office Administration, Project Coordination, Customer Service, Leadership, Management, Research, Negotiation, Recruiting, Teamwork, Microsoft Office, Marketing, Budgets, Customer Satisfaction, Sales, Marketing Strategy, Finance, Training
Education
Georgia State University
Bachelor of Science, Urban Government Administration
Georgia State University
Bachelor of Applied Science (B.A.Sc.)
Clark Atlanta University May 2014 - Present
Kaplan June 2009 - Present
Nationwide Insurance - The Henry Agency September 2011 - May 2012
GHM Global Consulting Inc. 2004 - 2009
Premier Mortgage Funding January 2007 - March 2008
Stephens Inc. July 2001 - February 2002
City of Atlanta Public Defenders 2000 - 2001
Skills
Office Administration, Project Coordination, Customer Service, Leadership, Management, Research, Negotiation, Recruiting, Teamwork, Microsoft Office, Marketing, Budgets, Customer Satisfaction, Sales, Marketing Strategy, Finance, Training
Education
Georgia State University
Bachelor of Science, Urban Government Administration
Georgia State University
Bachelor of Applied Science (B.A.Sc.)
Joshua Giesey's Stephens Inc. Experience September 2014 - Present
Job Associate at Stephens Inc. Telecom Mergers & Acquisitions
Industry Financial Services
Experience
Stephens Inc. September 2014 - Present
Bank of America Merrill Lynch May 2011 - September 2013
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments
Education
Boston University School of Law 2004 — 2007
Juris Doctorate, Law
Bucknell University 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
Stephens Inc. September 2014 - Present
Bank of America Merrill Lynch May 2011 - September 2013
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments
Education
Boston University School of Law 2004 — 2007
Juris Doctorate, Law
Bucknell University 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
Edgar DeGuia's Stephens Inc. Experience 2001 - 2003
Job Assistant Treasurer at Dean Foods
Industry Capital Markets
Experience
Dean Foods 2014 - Present
Dean Foods 2009 - 2014
Excel Telecommunications 2005 - 2007
First Southwest Company 2005 - 2005
Wyndham International 2004 - 2005
Stephens Inc. 2001 - 2003
Federal Reserve Bank of Dallas 2000 - 2000
Wells Fargo 1999 - 1999
Arthur Andersen 1997 - 1998
Skills
Capital Markets, Financial Modeling, Financial Analysis, Mergers, Forecasting, Valuation, Business Strategy, Business Planning, Competitive Analysis, Private Equity, Due Diligence, Risk Management, Market Analysis, Portfolio Management, Investment Banking, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Asset Management
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Finance
Duke University 1997 — 2001
Bacheleor's, Economics, Public Policy Studies
Dean Foods 2014 - Present
Dean Foods 2009 - 2014
Excel Telecommunications 2005 - 2007
First Southwest Company 2005 - 2005
Wyndham International 2004 - 2005
Stephens Inc. 2001 - 2003
Federal Reserve Bank of Dallas 2000 - 2000
Wells Fargo 1999 - 1999
Arthur Andersen 1997 - 1998
Skills
Capital Markets, Financial Modeling, Financial Analysis, Mergers, Forecasting, Valuation, Business Strategy, Business Planning, Competitive Analysis, Private Equity, Due Diligence, Risk Management, Market Analysis, Portfolio Management, Investment Banking, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Asset Management
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Finance
Duke University 1997 — 2001
Bacheleor's, Economics, Public Policy Studies
Davidson Hall's Stephens Inc. Experience July 2008 - Present
Job MD at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2008 - Present
Stephens Inc 2008 - Present
Banc of America Securities 2003 - 2008
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Furman University 1992 — 1996
Catholic high school
Stephens Inc. July 2008 - Present
Stephens Inc 2008 - Present
Banc of America Securities 2003 - 2008
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Furman University 1992 — 1996
Catholic high school
Charlotte Whitten's Stephens Inc. Experience 1991 - 2005
Job General Manager at JBS Tool and Fastener
Industry Construction
Experience
JBS Tool and Fastener General ManagerJBS Tool and Fastener2005 - 2008
Southwest Securities 2001 - 2005
Stephens Inc. 1991 - 2005
Dain Rauscher 1997 - 1999
Spyglass Trading LP 1992 - 1998
Regal Asset Management 1991 - 1998
Education
The University of Texas Southwestern Medical School 2004 — 2005
Nutrition
Dallas County Community College 2003 — 2004
Chemistry/Biology/Physiology
Texas State University 1989 — 1990
BBA, Finance
Texas A&M University 1976 — 1978
Accounting
JBS Tool and Fastener General ManagerJBS Tool and Fastener2005 - 2008
Southwest Securities 2001 - 2005
Stephens Inc. 1991 - 2005
Dain Rauscher 1997 - 1999
Spyglass Trading LP 1992 - 1998
Regal Asset Management 1991 - 1998
Education
The University of Texas Southwestern Medical School 2004 — 2005
Nutrition
Dallas County Community College 2003 — 2004
Chemistry/Biology/Physiology
Texas State University 1989 — 1990
BBA, Finance
Texas A&M University 1976 — 1978
Accounting
Andy Apstein's Stephens Inc. Experience June 2009 - January 2011
Job Institutional Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Stephens Inc. June 2009 - January 2011
Banc of America Securities May 2003 - February 2009
Commonwealth Financial Network August 2000 - April 2003
Education
Bates College 1996 — 2000
B.A., Economics
Belmont Hill School 1990 — 1996
Morgan Stanley January 2011 - Present
Stephens Inc. June 2009 - January 2011
Banc of America Securities May 2003 - February 2009
Commonwealth Financial Network August 2000 - April 2003
Education
Bates College 1996 — 2000
B.A., Economics
Belmont Hill School 1990 — 1996
Christopher Wiltse's Stephens Inc. Experience July 2011 - Present
Job Senior Vice President at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. July 2011 - Present
Morgan Stanley October 1980 - Present
United Staes Army October 1972 - July 1980
Education
Central Michigan University 1976 — 1977
Master's, Public Administration
Norman High School/ U of Oklahoma 1968 — 1972
Norman High School, General
Stephens Inc. July 2011 - Present
Morgan Stanley October 1980 - Present
United Staes Army October 1972 - July 1980
Education
Central Michigan University 1976 — 1977
Master's, Public Administration
Norman High School/ U of Oklahoma 1968 — 1972
Norman High School, General
Steve Greaux's Stephens Inc. Experience 1994 - 1998
Job IT Project Manager at Caterpillar Inc.
Industry Information Technology and Services
Experience
Caterpillar Inc. 2010 - Present
Caterpillar Inc. 2007 - 2010
Caterpillar Inc. 2006 - 2007
Caterpillar Inc. 2004 - 2006
Caterpillar Inc. 2002 - 2004
Caterpillar Inc. 2000 - 2002
Stephens Inc. 1994 - 1998
Education
Arkansas State University
Bachelor of Science (BS), Finance, General
University of Missouri-Rolla
Bachelor of Science (BS), Management Information Systems, General
Caterpillar Inc. 2010 - Present
Caterpillar Inc. 2007 - 2010
Caterpillar Inc. 2006 - 2007
Caterpillar Inc. 2004 - 2006
Caterpillar Inc. 2002 - 2004
Caterpillar Inc. 2000 - 2002
Stephens Inc. 1994 - 1998
Education
Arkansas State University
Bachelor of Science (BS), Finance, General
University of Missouri-Rolla
Bachelor of Science (BS), Management Information Systems, General
Jeff Fox's Stephens Inc. Experience 1991 - 1996
Job Chairman of the Board, Convergys Corporation; Founder, Circumference Group
Industry Information Technology and Services
Experience
Convergys Corporation May 2013 - Present
Circumference Group January 2009 - Present
Convergys Corporation November 2012 - May 2013
Convergys Corporation February 2010 - October 2012
Alltel Corporation November 2007 - January 2009
Alltel Corporation May 2003 - November 2007
Alltel Information Services September 1996 - April 2003
Stephens Inc. 1991 - 1996
Stephens Inc. 1986 - 1991
Education
Duke University 1980 — 1984
Bachelor's degree, Economics
Convergys Corporation May 2013 - Present
Circumference Group January 2009 - Present
Convergys Corporation November 2012 - May 2013
Convergys Corporation February 2010 - October 2012
Alltel Corporation November 2007 - January 2009
Alltel Corporation May 2003 - November 2007
Alltel Information Services September 1996 - April 2003
Stephens Inc. 1991 - 1996
Stephens Inc. 1986 - 1991
Education
Duke University 1980 — 1984
Bachelor's degree, Economics
Randle Reece's Stephens Inc. Experience March 1996 - May 1997
Job Veteran Equity Research Analyst
Industry Capital Markets
Experience
Avondale Partners May 2011 - Present
Hoover Investment Management March 2008 - January 2011
Waddell & Reed March 2000 - September 2007
Staffmark March 1999 - March 2000
Montgomery Securities 1997 - 1999
Stephens Inc. March 1996 - May 1997
Daytona Beach News-Journal August 1991 - August 1994
Skills
Equities, Mergers & Acquisitions, Equity Research, Portfolio Management, Valuation, Competitive Analysis, Equity Valuation, Financial Modeling, Financial Analysis, Editing, Investor Relations, Finance, Mergers, Asset Management, Corporate Finance, Industry Research, Market Analysis, Private Equity, Teamwork, Critical Analysis, Technical Analysis, Writing Skills, Seeing The Big Picture, Future Trends, Research, Industry Analysis, Fundamental Research, Stock Picking, Forecasting, Due Diligence, Economics, Business Valuation, Financial Statement..., Objectivity, Contrarian Investing, Taking a Beating, Venture Capital, Investments, Analysis, Investment Banking, Capital Markets
Education
University of Arkansas 1994 — 1995
MBA, Finance
Daytona State College 1993 — 1994
Business Administration
University of Arkansas 1985 — 1991
BA, Philosophy, Political Science
Northwestern University 1981 — 1982
Political Science
Avondale Partners May 2011 - Present
Hoover Investment Management March 2008 - January 2011
Waddell & Reed March 2000 - September 2007
Staffmark March 1999 - March 2000
Montgomery Securities 1997 - 1999
Stephens Inc. March 1996 - May 1997
Daytona Beach News-Journal August 1991 - August 1994
Skills
Equities, Mergers & Acquisitions, Equity Research, Portfolio Management, Valuation, Competitive Analysis, Equity Valuation, Financial Modeling, Financial Analysis, Editing, Investor Relations, Finance, Mergers, Asset Management, Corporate Finance, Industry Research, Market Analysis, Private Equity, Teamwork, Critical Analysis, Technical Analysis, Writing Skills, Seeing The Big Picture, Future Trends, Research, Industry Analysis, Fundamental Research, Stock Picking, Forecasting, Due Diligence, Economics, Business Valuation, Financial Statement..., Objectivity, Contrarian Investing, Taking a Beating, Venture Capital, Investments, Analysis, Investment Banking, Capital Markets
Education
University of Arkansas 1994 — 1995
MBA, Finance
Daytona State College 1993 — 1994
Business Administration
University of Arkansas 1985 — 1991
BA, Philosophy, Political Science
Northwestern University 1981 — 1982
Political Science
John L. Sullivan, CFA's Stephens Inc. Experience 2000 - 2004
Job Director of Equity Research and Healthcare Investment Strategist at Leerink Partners, LLC
Industry Investment Banking
Experience
Leerink Partners, LLC 2004 - Present
Stephens Inc. 2000 - 2004
Tucker Anthony (now part of Royal Bank of Canada) 1998 - 2000
Dain Rauscher (now part of Royal Bank of Canada) 1996 - 1998
Bear Stearns (now part of JPMorgan Chase) 1992 - 1996
Credit Suisse 1991 - 1992
Prudential Securities 1988 - 1991
Goldman Sachs 1983 - 1988
Skills
Equity Research, Investments, Biotechnology, Valuation, Financial Modeling, Equities, Investment Banking, Equity Valuation, Medical Devices, Capital Markets, Hedge Funds, Bloomberg, Private Equity, Corporate Finance, Corporate Development, Due Diligence, Venture Capital, Mergers & Acquisitions, Series 7, Business Strategy, Competitive Analysis, IPO, Healthcare, Strategy, Emerging Markets, Strategic Planning, Management Consulting, Start-ups
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Finance
Boston University 1977 — 1982
BS, Finance
Leerink Partners, LLC 2004 - Present
Stephens Inc. 2000 - 2004
Tucker Anthony (now part of Royal Bank of Canada) 1998 - 2000
Dain Rauscher (now part of Royal Bank of Canada) 1996 - 1998
Bear Stearns (now part of JPMorgan Chase) 1992 - 1996
Credit Suisse 1991 - 1992
Prudential Securities 1988 - 1991
Goldman Sachs 1983 - 1988
Skills
Equity Research, Investments, Biotechnology, Valuation, Financial Modeling, Equities, Investment Banking, Equity Valuation, Medical Devices, Capital Markets, Hedge Funds, Bloomberg, Private Equity, Corporate Finance, Corporate Development, Due Diligence, Venture Capital, Mergers & Acquisitions, Series 7, Business Strategy, Competitive Analysis, IPO, Healthcare, Strategy, Emerging Markets, Strategic Planning, Management Consulting, Start-ups
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Finance
Boston University 1977 — 1982
BS, Finance
Chris Hathorn's Stephens Inc. Experience July 2005 - June 2007
Job Analyst Undisclosed Investment Management Firm
Industry Investment Management
Experience
Undisclosed Investment Management Firm September 2011 - Present
The Sterling Group July 2007 - July 2009
Stephens Inc. July 2005 - June 2007
Skills
Valuation, Financial Modeling, Value Investing, Private Equity, Financial Analysis, Due Diligence, Asset Managment, Equities, Investment Banking, Investments, Portfolio Management, Hedge Funds, LBO, Equity Valuation, Special Situations, Mergers, Corporate Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Value Investing
Rhodes College 2001 — 2005
BA, Economics & Business Administration
Undisclosed Investment Management Firm September 2011 - Present
The Sterling Group July 2007 - July 2009
Stephens Inc. July 2005 - June 2007
Skills
Valuation, Financial Modeling, Value Investing, Private Equity, Financial Analysis, Due Diligence, Asset Managment, Equities, Investment Banking, Investments, Portfolio Management, Hedge Funds, LBO, Equity Valuation, Special Situations, Mergers, Corporate Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Value Investing
Rhodes College 2001 — 2005
BA, Economics & Business Administration
Leigh Wayne Miller's Stephens Inc. Experience July 1995 - July 1997
Job Hospitalist at Barton Memorial Hospital
Industry Medical Practice
Experience
Barton Memorial Hospital 2013 - Present
Barton Memorial Hospital 2010 - Present
DDRC Nevada LLC 2010 - Present
LMV Flying Doctors 2010 - Present
IJN Medical Ministry 2009 - Present
Tahoe Family Physicians July 2006 - July 2010
North Colorado Emergency Physicians July 2005 - April 2006
Stephens Inc. July 1995 - July 1997
Skills
Hospitals, Healthcare, Medicine, Clinical Research, EMR
Education
North Colorado Medical Center 2002 — 2005
Family Practice Residency
East Tennessee State University James H. Quillen College of Medicine 1998 — 2002
Doctor of Medicine (MD)
Wake Forest University 1991 — 1995
BS, Business
Barton Memorial Hospital 2013 - Present
Barton Memorial Hospital 2010 - Present
DDRC Nevada LLC 2010 - Present
LMV Flying Doctors 2010 - Present
IJN Medical Ministry 2009 - Present
Tahoe Family Physicians July 2006 - July 2010
North Colorado Emergency Physicians July 2005 - April 2006
Stephens Inc. July 1995 - July 1997
Skills
Hospitals, Healthcare, Medicine, Clinical Research, EMR
Education
North Colorado Medical Center 2002 — 2005
Family Practice Residency
East Tennessee State University James H. Quillen College of Medicine 1998 — 2002
Doctor of Medicine (MD)
Wake Forest University 1991 — 1995
BS, Business
Charlotte Rue's Stephens Inc. Experience May 2007 - October 2009
Job Consultant at Capital Hotel
Industry Hospitality
Experience
Capital Hotel January 2014 - Present
Capital Hotel November 2009 - July 2012
Stephens Inc. May 2007 - October 2009
Moxie Interactive September 2006 - May 2007
United States Department of Defense January 2004 - March 2006
Skills
Customer Service, Employee Relations, Team Building, Organizational..., Human Resources, Food & Beverage, Budgets, Hotels, Hospitality, Strategic Planning, Hospitality Industry, Employee Training, Hotel Management, Restaurants, Hospitality Management, Event Planning, Management, Recruiting, Hiring, Leadership, Training, Customer Satisfaction
Education
George Mason University 2000 — 2003
BA, Communications/PR
James Madison High School 1995 — 1999
Capital Hotel January 2014 - Present
Capital Hotel November 2009 - July 2012
Stephens Inc. May 2007 - October 2009
Moxie Interactive September 2006 - May 2007
United States Department of Defense January 2004 - March 2006
Skills
Customer Service, Employee Relations, Team Building, Organizational..., Human Resources, Food & Beverage, Budgets, Hotels, Hospitality, Strategic Planning, Hospitality Industry, Employee Training, Hotel Management, Restaurants, Hospitality Management, Event Planning, Management, Recruiting, Hiring, Leadership, Training, Customer Satisfaction
Education
George Mason University 2000 — 2003
BA, Communications/PR
James Madison High School 1995 — 1999
David Kaffenberger's Stephens Inc. Experience 1999 - 2006
Job IT Manager at Historic Tours of America
Industry Leisure, Travel & Tourism
Experience
Historic Tours of America May 2013 - Present
The Stephens Group April 2006 - April 2013
Stephens Inc. 1999 - 2006
Skills
Strategic Planning, Microsoft Office, Business Analysis, IT Management, Disaster Recovery, PowerPoint, Project Management, Visio, Vendor Management, Process Improvement, IT Strategy, Information Technology, Security, SharePoint, Data Center, Management, Servers, Customer Service, Technical Support, Team Building, Cisco Technologies
Education
Northern Kentucky University 1995 — 1996
Computer and Information Sciences, General
Central Texas College 1993 — 1995
Historic Tours of America May 2013 - Present
The Stephens Group April 2006 - April 2013
Stephens Inc. 1999 - 2006
Skills
Strategic Planning, Microsoft Office, Business Analysis, IT Management, Disaster Recovery, PowerPoint, Project Management, Visio, Vendor Management, Process Improvement, IT Strategy, Information Technology, Security, SharePoint, Data Center, Management, Servers, Customer Service, Technical Support, Team Building, Cisco Technologies
Education
Northern Kentucky University 1995 — 1996
Computer and Information Sciences, General
Central Texas College 1993 — 1995
Elizabeth Kadin's Stephens Inc. Experience June 2013 - Present
Job Managing Director at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Caris and Company March 2011 - February 2013
BMO Capital Markets 2003 - 2010
Gerard Klauer Mattison August 1992 - July 2003
Mabon Securities June 1988 - July 1992
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Dartmouth College
BA, Philosophy/Environmental Studies
Stephens Inc. June 2013 - Present
Caris and Company March 2011 - February 2013
BMO Capital Markets 2003 - 2010
Gerard Klauer Mattison August 1992 - July 2003
Mabon Securities June 1988 - July 1992
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Dartmouth College
BA, Philosophy/Environmental Studies
Randolph Dunlap's Stephens Inc. Experience October 2012 - Present
Job Vice President Investments
Industry Financial Services
Experience
Stephens Inc. October 2012 - Present
Wells Fargo Advisors, LLC June 2008 - October 2012
A.G. Edwards & Sons, Inc. May 1991 - June 2008
Skills
Series 7, Investments, Alternative Investments, Retirement Planning, Asset Managment, Portfolio Management, Estate Planning, Wealth Management, Investment Advisory, Uniform Combined State..., Asset Allocation, Series 63, Mutual Funds, Series 65, Investment Strategies
Education
University of South Carolina-Columbia 1984 — 1986
MBA, Finance
College of Charleston 1980 — 1984
B.S., Business Administration
Stephens Inc. October 2012 - Present
Wells Fargo Advisors, LLC June 2008 - October 2012
A.G. Edwards & Sons, Inc. May 1991 - June 2008
Skills
Series 7, Investments, Alternative Investments, Retirement Planning, Asset Managment, Portfolio Management, Estate Planning, Wealth Management, Investment Advisory, Uniform Combined State..., Asset Allocation, Series 63, Mutual Funds, Series 65, Investment Strategies
Education
University of South Carolina-Columbia 1984 — 1986
MBA, Finance
College of Charleston 1980 — 1984
B.S., Business Administration
Elizabeth Foster (Jaimes)'s Stephens Inc. Experience March 2008 - Present
Job Account Manager at Stephens Inc.
Industry Insurance
Experience
Stephens Inc. March 2008 - Present
Higginbotham August 2006 - March 2008
Skills
Underwriting, Property, Professional Liability, Commercial Insurance, D, Liability, General Insurance, Accounting, Legal Liability, Workers Compensation, Casualty, Umbrella Insurance, Claim, Health Insurance, Employment Practices..., Financial Analysis, Claims Management, Insurance, Customer Service, Account Management, D&O, Marketing, Property & Casualty..., Casualty Insurance, Strategic Planning, Employee Benefits, Microsoft Excel
Education
Central Methodist University-College of Liberal Arts & Sciences 2004 — 2006
BS, Accounting
Stephens Inc. March 2008 - Present
Higginbotham August 2006 - March 2008
Skills
Underwriting, Property, Professional Liability, Commercial Insurance, D, Liability, General Insurance, Accounting, Legal Liability, Workers Compensation, Casualty, Umbrella Insurance, Claim, Health Insurance, Employment Practices..., Financial Analysis, Claims Management, Insurance, Customer Service, Account Management, D&O, Marketing, Property & Casualty..., Casualty Insurance, Strategic Planning, Employee Benefits, Microsoft Excel
Education
Central Methodist University-College of Liberal Arts & Sciences 2004 — 2006
BS, Accounting
Maritza Barron's Stephens Inc. Experience September 2012 - September 2013
Job Financial Management Analyst at Cloud Sherpas
Industry Computer Hardware
Experience
Cloud Sherpas May 2015 - Present
AirWatch by VMware September 2013 - May 2015
Stephens Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
Morgan Stanley January 2011 - February 2012
Skills
Investments, Corporate Finance, Wealth Management, Mutual Funds, Accounting, Revenue Recognition, Invoicing, Concur, Salesforce.com, CRM, Portfolio Management, Accounts Payable, Microsoft Office, Public Speaking, PowerPoint
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Cloud Sherpas May 2015 - Present
AirWatch by VMware September 2013 - May 2015
Stephens Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
Morgan Stanley January 2011 - February 2012
Skills
Investments, Corporate Finance, Wealth Management, Mutual Funds, Accounting, Revenue Recognition, Invoicing, Concur, Salesforce.com, CRM, Portfolio Management, Accounts Payable, Microsoft Office, Public Speaking, PowerPoint
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Laura Virostek's Stephens Inc. Experience June 2014 - May 2015
Job Institutional Equity Sales at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - May 2015
Raymond James & Associates, Inc June 2008 - October 2013
PNC Financial Services Group 2007 - 2008
Skills
Equity Research, Investments, Equities, Mutual Funds, Hedge Funds, Series 7, Financial Modeling, Securities, Capital Markets, Portfolio Management, Series 63, Valuation, Bloomberg, Financial Analysis, Alternative Investments, Investment Advisory, Investment Banking, Asset Allocation, Investment Strategies, Business Development, Relationship Management, Competitive Analysis, Macroeconomics
Education
Duquesne University 2006 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Stephens Inc. June 2014 - May 2015
Raymond James & Associates, Inc June 2008 - October 2013
PNC Financial Services Group 2007 - 2008
Skills
Equity Research, Investments, Equities, Mutual Funds, Hedge Funds, Series 7, Financial Modeling, Securities, Capital Markets, Portfolio Management, Series 63, Valuation, Bloomberg, Financial Analysis, Alternative Investments, Investment Advisory, Investment Banking, Asset Allocation, Investment Strategies, Business Development, Relationship Management, Competitive Analysis, Macroeconomics
Education
Duquesne University 2006 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Greg Crow's Stephens Inc. Experience February 2008 - February 2011
Job Operations Analyst at Css Hosted Solutions, LLC.
Industry Information Technology and Services
Experience
Css Hosted Solutions, LLC. February 2011 - Present
Stephens Inc. February 2008 - February 2011
Stephens Inc. October 2003 - February 2008
Skills
Disaster Recovery, Troubleshooting, Visio, Data Center, Business Analysis, VMware, Software Documentation
Education
Ozark Technical College 1999 — 2000
NA, MIS
Arkansas State University 1998 — 1999
NA, MIS
Css Hosted Solutions, LLC. February 2011 - Present
Stephens Inc. February 2008 - February 2011
Stephens Inc. October 2003 - February 2008
Skills
Disaster Recovery, Troubleshooting, Visio, Data Center, Business Analysis, VMware, Software Documentation
Education
Ozark Technical College 1999 — 2000
NA, MIS
Arkansas State University 1998 — 1999
NA, MIS
Stephen Greaux's Stephens Inc. Experience December 1994 - December 1998
Job IT Project Manager at Caterpillar Inc.
Industry Machinery
Experience
Caterpillar Inc. June 2012 - Present
Caterpillar Inc. June 2002 - June 2012
Caterpillar Inc. June 2000 - June 2002
Stephens Inc. December 1994 - December 1998
Skills
Process Improvement, Troubleshooting, Project Management, IT Management, Continuous Improvement, Cross-functional Team..., Change Management
Education
Arkansas State University
Bachelor of Science (BS), Finance, General
University of Missouri-Rolla
Bachelor of Science (BS), Computer Science
Caterpillar Inc. June 2012 - Present
Caterpillar Inc. June 2002 - June 2012
Caterpillar Inc. June 2000 - June 2002
Stephens Inc. December 1994 - December 1998
Skills
Process Improvement, Troubleshooting, Project Management, IT Management, Continuous Improvement, Cross-functional Team..., Change Management
Education
Arkansas State University
Bachelor of Science (BS), Finance, General
University of Missouri-Rolla
Bachelor of Science (BS), Computer Science
Christina Bonderer's Stephens Inc. Experience December 2003 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Stephens Inc. December 2003 - Present
UBS/PaineWebber October 2000 - May 2002
Raymond James Financial Services November 1998 - October 2000
Skills
Series 7, Series 63, Life and Health Licensed
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts, Business Administration
Stephens Inc. December 2003 - Present
UBS/PaineWebber October 2000 - May 2002
Raymond James Financial Services November 1998 - October 2000
Skills
Series 7, Series 63, Life and Health Licensed
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts, Business Administration
Briant Noland's Stephens Inc. Experience August 2004 - Present
Job Senior Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. August 2004 - Present
Merrill Lynch June 1986 - August 2004
Skills
Valuation, Investment Banking, Capital Markets, Fixed Income, Series 63, Securities, Investments, Hedge Funds, Portfolio Management, Private Placements, Due Diligence, Alternative Investments, Asset Management
Education
Centenary College of Louisiana
Bachelor of Science (BS), Economics
Stephens Inc. August 2004 - Present
Merrill Lynch June 1986 - August 2004
Skills
Valuation, Investment Banking, Capital Markets, Fixed Income, Series 63, Securities, Investments, Hedge Funds, Portfolio Management, Private Placements, Due Diligence, Alternative Investments, Asset Management
Education
Centenary College of Louisiana
Bachelor of Science (BS), Economics
Doug Sichol's Stephens Inc. Experience 2004 - Present
Job Instutional Equity Sales at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2004 - Present
Education
Georgetown University Law Center 1996 — 1998
Doctor of Law (J.D.)
Amherst College 1989 — 1993
Bachelor's degree
Stephens Inc. 2004 - Present
Education
Georgetown University Law Center 1996 — 1998
Doctor of Law (J.D.)
Amherst College 1989 — 1993
Bachelor's degree
Lynne Collier's Stephens Inc. Experience June 2001 - August 2006
Job Managing Director at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee May 2009 - Present
KeyBanc Capital Markets August 2006 - May 2009
Stephens Inc. June 2001 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Christian University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Baylor University 1986 — 1990
Bachelor's degree, Finance, General
Sterne Agee May 2009 - Present
KeyBanc Capital Markets August 2006 - May 2009
Stephens Inc. June 2001 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Christian University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Baylor University 1986 — 1990
Bachelor's degree, Finance, General
Coleene Hightower's Stephens Inc. Experience September 2001 - June 2004
Job Office Coordinator Health & Counseling Services at Hendrix College
Industry Higher Education
Experience
Hendrix College August 2013 - Present
Hendrix College July 2004 - Present
Stephens Inc. September 2001 - June 2004
Education
Central Baptist College
Hendrix College August 2013 - Present
Hendrix College July 2004 - Present
Stephens Inc. September 2001 - June 2004
Education
Central Baptist College
Jack Atkins's Stephens Inc. Experience August 2007 - Present
Job Research Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. August 2007 - Present
Skills
Transportation Research, Air Freight, Logistics, Maritime, Equity Research
Education
Virginia Polytechnic Institute and State University 2005 — 2007
Master of Arts (M.A.), History
Auburn University 2000 — 2005
Bachelor of Arts (BA), History
Stephens Inc. August 2007 - Present
Skills
Transportation Research, Air Freight, Logistics, Maritime, Equity Research
Education
Virginia Polytechnic Institute and State University 2005 — 2007
Master of Arts (M.A.), History
Auburn University 2000 — 2005
Bachelor of Arts (BA), History
Christopher Babson's Stephens Inc. Experience June 1998 - February 2001
Job Corporate Finance Executive
Industry Venture Capital & Private Equity
Experience
Anthem Education Group July 2009 - August 2014
Kaplan Virtual Education June 2008 - April 2009
Online Vacation Center December 2006 - April 2008
NextEra Energy, Inc. June 2002 - September 2005
SG COWEN SECURITIES February 2001 - September 2001
Stephens Inc. June 1998 - February 2001
ENTERGY CORPORATION July 1997 - May 1998
Skills
Budgeting, Financial Modeling, Treasury Management, Venture Capital, Strategic M&A, Forecasting, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Analysis, Executive Management, Private Equity, Management, Financial Planning, Business Planning, Investments, Cash Flow, Financial Reporting, Strategic Planning
Education
University of Notre Dame
M.B.A, Finance
Georgetown University
B.S, Finance; Finance
Anthem Education Group July 2009 - August 2014
Kaplan Virtual Education June 2008 - April 2009
Online Vacation Center December 2006 - April 2008
NextEra Energy, Inc. June 2002 - September 2005
SG COWEN SECURITIES February 2001 - September 2001
Stephens Inc. June 1998 - February 2001
ENTERGY CORPORATION July 1997 - May 1998
Skills
Budgeting, Financial Modeling, Treasury Management, Venture Capital, Strategic M&A, Forecasting, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Analysis, Executive Management, Private Equity, Management, Financial Planning, Business Planning, Investments, Cash Flow, Financial Reporting, Strategic Planning
Education
University of Notre Dame
M.B.A, Finance
Georgetown University
B.S, Finance; Finance
Berkery, Noyes & Co., LLC
The Stephens Company