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
Sal Adamo Sal Adamo's Stephens Inc. Experience 2013 - 2014
Job Acquisitions Analyst at Priderock Capital Partners
Industry Real Estate
Experience
Priderock Capital Partners 2015 - Present
American Appraisal, A Division of Duff & Phelps 2014 - 2015
Stephens Inc. 2013 - 2014
Dahlman Rose 2011 - 2011
Merrill Lynch 2010 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelors, Finance
Priderock Capital Partners 2015 - Present
American Appraisal, A Division of Duff & Phelps 2014 - 2015
Stephens Inc. 2013 - 2014
Dahlman Rose 2011 - 2011
Merrill Lynch 2010 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelors, Finance
Hayden Blair Hayden Blair's Stephens Inc. Experience July 2014 - Present
Job Real Estate Services Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. July 2014 - Present
Matlock & Associates September 2012 - July 2014
Matlock & Associates May 2012 - September 2012
Southern Methodist University August 2008 - May 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Southern Methodist University January 2010 - December 2010
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics- Finance Specialization
Stephens Inc. July 2014 - Present
Matlock & Associates September 2012 - July 2014
Matlock & Associates May 2012 - September 2012
Southern Methodist University August 2008 - May 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Southern Methodist University January 2010 - December 2010
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics- Finance Specialization
Mohan Naidu, CFA Mohan Naidu, CFA's Stephens Inc. Experience June 2013 - May 2015
Job Managing Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Stephens Inc. June 2013 - May 2015
Piper Jaffray June 2008 - June 2013
GE Healthcare August 2006 - June 2008
GE Healthcare June 2001 - May 2007
Education
Northwestern University - Kellogg School of Management 2004 — 2008
MBA, Management & Strategy, Finance, Investment Banking
Syracuse University 1999 — 2001
MS, Computer Engineering
Vellore Institute of Technology 1995 — 1999
B.Tech, Chemical Engineering
Oppenheimer & Co. Inc. May 2015 - Present
Stephens Inc. June 2013 - May 2015
Piper Jaffray June 2008 - June 2013
GE Healthcare August 2006 - June 2008
GE Healthcare June 2001 - May 2007
Education
Northwestern University - Kellogg School of Management 2004 — 2008
MBA, Management & Strategy, Finance, Investment Banking
Syracuse University 1999 — 2001
MS, Computer Engineering
Vellore Institute of Technology 1995 — 1999
B.Tech, Chemical Engineering
Anderson Tracy Anderson Tracy's Stephens Inc. Experience March 2012 - April 2013
Job Loan Processor at The MINT National Bank
Industry Banking
Experience
The MINT National Bank October 2014 - Present
Porter Hedges LLP April 2013 - October 2014
Stephens Inc. March 2012 - April 2013
Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C. June 2011 - March 2012
Mitchell Williams Law Firm June 2011 - March 2012
Fulbright & Jaworski November 2007 - June 2011
Jaworski L.L.P November 2007 - June 2011
Gersten, LLP December 2006 - November 2007
law firm August 2006 - December 2006
J. Tyler & Associates February 1999 - July 2005
Skills
Trials, Pleadings, Litigation, Corporate Law, Legal Writing, Commercial Litigation, Legal Research, Bankruptcy, Legal Issues, Microsoft Office, Mediation, Westlaw, Courts, Depositions, Real Estate, Arbitration, Medical Malpractice, Appeals, Wills, Hearings, Estate Planning, Legal Documents, Document Drafting, Legal Assistance, Document Review
Education
Henderson State University 1986 — 1998
None, Speech Pathology
Sheridan High School 1982 — 1986
Diploma, Basics
The MINT National Bank October 2014 - Present
Porter Hedges LLP April 2013 - October 2014
Stephens Inc. March 2012 - April 2013
Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C. June 2011 - March 2012
Mitchell Williams Law Firm June 2011 - March 2012
Fulbright & Jaworski November 2007 - June 2011
Jaworski L.L.P November 2007 - June 2011
Gersten, LLP December 2006 - November 2007
law firm August 2006 - December 2006
J. Tyler & Associates February 1999 - July 2005
Skills
Trials, Pleadings, Litigation, Corporate Law, Legal Writing, Commercial Litigation, Legal Research, Bankruptcy, Legal Issues, Microsoft Office, Mediation, Westlaw, Courts, Depositions, Real Estate, Arbitration, Medical Malpractice, Appeals, Wills, Hearings, Estate Planning, Legal Documents, Document Drafting, Legal Assistance, Document Review
Education
Henderson State University 1986 — 1998
None, Speech Pathology
Sheridan High School 1982 — 1986
Diploma, Basics
Justin Courtney Justin Courtney's Stephens Inc. Experience June 2005 - Present
Job Managing Director, Stephens Inc. Investment Bankers
Industry Financial Services
Experience
Stephens Inc. June 2005 - Present
Matrix Capital Markets Group May 2001 - May 2005
Banc of America Securities June 1997 - May 2001
Education
Oklahoma State University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, Accounting
Stephens Inc. June 2005 - Present
Matrix Capital Markets Group May 2001 - May 2005
Banc of America Securities June 1997 - May 2001
Education
Oklahoma State University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, Accounting
Stephanie E. B. Washington MBA's Stephens Inc. Experience April 2007 - 2010
Job Operations Specialist II at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2009 - Present
JPMorgan Chase April 2013 - August 2014
JPMorgan Chase February 2009 - April 2013
Stephens Inc. April 2007 - 2010
Somerset Mortgages Ltd 2005 - 2009
Dallas ISD 2001 - 2003
JPMorgan Chase November 1994 - March 2002
Skills
Community Development, Financial Services, Mortgage Servicing, Loan Servicing, Loss Mitigation, FHA, Financial Analysis, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, VA Loans, Default, Mortgage Banking, Customer Service, Finance
Education
University of Atlanta 1999 — 2001
Master of Business Administration (MBA), Operations Management and Supervision, 3.5
Prairie View A&M University 2003 — 2005
Master of Divinity (MDiv), Religion/Religious Studies Counseling/ Education, 3.5
JPMorgan Chase & Co. February 2009 - Present
JPMorgan Chase April 2013 - August 2014
JPMorgan Chase February 2009 - April 2013
Stephens Inc. April 2007 - 2010
Somerset Mortgages Ltd 2005 - 2009
Dallas ISD 2001 - 2003
JPMorgan Chase November 1994 - March 2002
Skills
Community Development, Financial Services, Mortgage Servicing, Loan Servicing, Loss Mitigation, FHA, Financial Analysis, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, VA Loans, Default, Mortgage Banking, Customer Service, Finance
Education
University of Atlanta 1999 — 2001
Master of Business Administration (MBA), Operations Management and Supervision, 3.5
Prairie View A&M University 2003 — 2005
Master of Divinity (MDiv), Religion/Religious Studies Counseling/ Education, 3.5
Michael Morosi Michael Morosi's Stephens Inc. Experience July 2007 - December 2007
Job Senior Equity Research Analyst, Alternative Energy at Avondale Partners
Industry Financial Services
Experience
Avondale Partners February 2015 - Present
Jetstream Ventures, LLC July 2013 - December 2014
Jetstream Capital, LLC January 2008 - July 2013
Stephens Inc. July 2007 - December 2007
Avondale Partners June 2006 - August 2006
Skills
Investment Banking, Equities, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Equity Valuation, Alternative Investments, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Hedge Funds, Investments, Renewable Energy, Solar Energy, Project Finance, Impact Investing, Sustainability, Mergers & Acquisitions, Finance, Financial Analysis, Microsoft Excel, Series 7
Education
Kalamazoo College 2003 — 2007
Bachelor's degree, Economics
Avondale Partners February 2015 - Present
Jetstream Ventures, LLC July 2013 - December 2014
Jetstream Capital, LLC January 2008 - July 2013
Stephens Inc. July 2007 - December 2007
Avondale Partners June 2006 - August 2006
Skills
Investment Banking, Equities, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Equity Valuation, Alternative Investments, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Hedge Funds, Investments, Renewable Energy, Solar Energy, Project Finance, Impact Investing, Sustainability, Mergers & Acquisitions, Finance, Financial Analysis, Microsoft Excel, Series 7
Education
Kalamazoo College 2003 — 2007
Bachelor's degree, Economics
Eric Stevens Miller Eric Stevens Miller's Stephens Inc. Experience September 1997 - August 2002
Job Financial Services Professional
Industry Financial Services
Experience
Behringer Securities January 2011 - February 2015
J.P.Morgan Asset Management August 2002 - August 2010
Stephens Inc. September 1997 - August 2002
Skills
Investments, Asset Management, Real Estate, Traditional and..., Alternative..., New Business Development, Management, Financial Analysis, Financial Services, Marketing, Sales, Selling, Series 63, Series 7, Strategic Planning, Alternative Investments, Mutual Funds, Wealth Management, Portfolio Management
Education
Park University
Liberal Arts and Sciences/Liberal Studies
Behringer Securities January 2011 - February 2015
J.P.Morgan Asset Management August 2002 - August 2010
Stephens Inc. September 1997 - August 2002
Skills
Investments, Asset Management, Real Estate, Traditional and..., Alternative..., New Business Development, Management, Financial Analysis, Financial Services, Marketing, Sales, Selling, Series 63, Series 7, Strategic Planning, Alternative Investments, Mutual Funds, Wealth Management, Portfolio Management
Education
Park University
Liberal Arts and Sciences/Liberal Studies
Chad Crank's Stephens Inc. Experience January 2010 - Present
Job Managing Director Head of Telecom, Media and Defense at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. January 2010 - Present
Stephens Inc. January 2008 - January 2010
Stephens Inc. January 2007 - January 2008
Stephens Inc. January 2006 - January 2007
Stephens Inc. April 2004 - January 2006
Alltel June 2002 - August 2002
US Army June 1996 - August 2001
Education
Harvard University 2001 — 2004
Masters in Public Administration, Economics
Kellogg School of Management 2001 — 2004
Masters of Business Administration, Finance, General
Northwestern University 2001 — 2004
Masters in Engineering Management
West Point 1992 — 1996
Bachelors of Science, Systems Engineering
Stephens Inc. January 2010 - Present
Stephens Inc. January 2008 - January 2010
Stephens Inc. January 2007 - January 2008
Stephens Inc. January 2006 - January 2007
Stephens Inc. April 2004 - January 2006
Alltel June 2002 - August 2002
US Army June 1996 - August 2001
Education
Harvard University 2001 — 2004
Masters in Public Administration, Economics
Kellogg School of Management 2001 — 2004
Masters of Business Administration, Finance, General
Northwestern University 2001 — 2004
Masters in Engineering Management
West Point 1992 — 1996
Bachelors of Science, Systems Engineering
Jeff Morrow's Stephens Inc. Experience October 1993 - April 1997
Job Revenue & Sales Analytics, CPA, MBA
Industry Information Technology and Services
Experience
Acxiom Corporation January 2015 - Present
Army Reserves May 1991 - Present
University of Arkansas at Little Rock August 2013 - January 2015
Acxiom Corporation April 1997 - January 2015
US Army May 2009 - March 2012
Stephens Inc October 1993 - April 1997
Skills
Management, Salesforce.com, Forecasting, Analysis, Strategic Planning, Sales Operations, Training, Leadership, Cross-functional Team..., CRM, Budgets, Sales, Database Marketing, Customer Service, Sales Process, Contract Negotiation, Product Development, Negotiation, Microsoft Office, Solution Selling, Marketing, CPA, Salesforce.com..., Team Building, B2B, New Business Development, Vendor Management, Program Management, Account Management, Project Planning, Process Improvement, Analytics, Strategic Partnerships, Business Analysis, Team Leadership, Business Intelligence, Product Management, Multi-channel Marketing, Direct Sales, Selling, Recruiting, School Board, Sales Forecasting, Budgeting, Customer Relations, Cloud9 Analytics, Tableau BI Software, Tidemark, Work Day
Education
University of Arkansas at Little Rock, Executive MBA 2011 — 2012
eMBA, Business, 3.96 GPA
University of Arkansas at Little Rock, B.S. 1994 — 1996
Bachelor of Science, Accounting, 3.7 GPA
Ouachita Baptist University 1987 — 1991
B.S., Political Science, History, Military Science
Acxiom Corporation January 2015 - Present
Army Reserves May 1991 - Present
University of Arkansas at Little Rock August 2013 - January 2015
Acxiom Corporation April 1997 - January 2015
US Army May 2009 - March 2012
Stephens Inc October 1993 - April 1997
Skills
Management, Salesforce.com, Forecasting, Analysis, Strategic Planning, Sales Operations, Training, Leadership, Cross-functional Team..., CRM, Budgets, Sales, Database Marketing, Customer Service, Sales Process, Contract Negotiation, Product Development, Negotiation, Microsoft Office, Solution Selling, Marketing, CPA, Salesforce.com..., Team Building, B2B, New Business Development, Vendor Management, Program Management, Account Management, Project Planning, Process Improvement, Analytics, Strategic Partnerships, Business Analysis, Team Leadership, Business Intelligence, Product Management, Multi-channel Marketing, Direct Sales, Selling, Recruiting, School Board, Sales Forecasting, Budgeting, Customer Relations, Cloud9 Analytics, Tableau BI Software, Tidemark, Work Day
Education
University of Arkansas at Little Rock, Executive MBA 2011 — 2012
eMBA, Business, 3.96 GPA
University of Arkansas at Little Rock, B.S. 1994 — 1996
Bachelor of Science, Accounting, 3.7 GPA
Ouachita Baptist University 1987 — 1991
B.S., Political Science, History, Military Science
Teressa Rambo Teressa Rambo's Stephens Inc. Experience 1992 - 2002
Job Senior Managing Retirement Plans Advisor at Legacy Capital Group
Industry Investment Management
Experience
Legacy Capital Group December 2014 - Present
DataPath Investment Advisors, Inc. October 2010 - December 2014
BKD Wealth Advisors March 2004 - October 2010
Wachovia Securities / A G Edwards 2002 - 2003
LRCVB 2002 - 2002
Stephens Inc. 1992 - 2002
Cranford Johnson Robinson Woods 1985 - 1990
Skills
Employee Benefits, Financial Analysis, Investment Advisory, Business Analysis, Financial Modeling, Due Diligence, Insurance, Investments, Project Management, Microsoft Office, Wealth Management, Management Consulting, Training, Financial Advisory, Finance, Retirement, Accounting, Retirement Planning, Pensions, Consulting, Sales, Risk Management
Education
John Brown University 1997 — 1999
Bachelor of Science, Organization Management
North Little Rock Northeast High School 1974 — 1977
Legacy Capital Group December 2014 - Present
DataPath Investment Advisors, Inc. October 2010 - December 2014
BKD Wealth Advisors March 2004 - October 2010
Wachovia Securities / A G Edwards 2002 - 2003
LRCVB 2002 - 2002
Stephens Inc. 1992 - 2002
Cranford Johnson Robinson Woods 1985 - 1990
Skills
Employee Benefits, Financial Analysis, Investment Advisory, Business Analysis, Financial Modeling, Due Diligence, Insurance, Investments, Project Management, Microsoft Office, Wealth Management, Management Consulting, Training, Financial Advisory, Finance, Retirement, Accounting, Retirement Planning, Pensions, Consulting, Sales, Risk Management
Education
John Brown University 1997 — 1999
Bachelor of Science, Organization Management
North Little Rock Northeast High School 1974 — 1977
Jack Griffin's Stephens Inc. Experience April 2015 - Present
Job Analyst at Stephens, Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2015 - Present
Sterne Agee November 2014 - April 2015
Old National Bank June 2013 - November 2014
Kelley School of Business August 2009 - May 2013
Atlas World Group International November 2009 - March 2010
Skills
Marketing, Finance, Microsoft Excel, Photoshop, Group Practice..., Sales Presentations, Marketing Strategy, Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Business Administration (BBA), Marketing & Finance, Senior
Stephens Inc. April 2015 - Present
Sterne Agee November 2014 - April 2015
Old National Bank June 2013 - November 2014
Kelley School of Business August 2009 - May 2013
Atlas World Group International November 2009 - March 2010
Skills
Marketing, Finance, Microsoft Excel, Photoshop, Group Practice..., Sales Presentations, Marketing Strategy, Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Business Administration (BBA), Marketing & Finance, Senior
Rodney Roling Rodney Roling's Stephens Inc. Experience June 2006 - Present
Job
Industry Aviation & Aerospace
Experience
Stephens Inc. June 2006 - Present
Dassault Falcon Jet January 2001 - June 2006
Midcoast Aviation Little Rock July 1990 - January 2001
Education
Pulaski Technical College 1988 — 1990
A&P License
Stephens Inc. June 2006 - Present
Dassault Falcon Jet January 2001 - June 2006
Midcoast Aviation Little Rock July 1990 - January 2001
Education
Pulaski Technical College 1988 — 1990
A&P License
Christine Oots Christine Oots's Stephens Inc. Experience October 1988 - October 2005
Job Science Writer and Editor at University of Arkansas for Medical Sciences
Industry Research
Experience
University of Arkansas for Medical Sciences February 2009 - Present
RRY Publications November 2007 - January 2009
University of Arkansas for Medical Sciences January 2006 - October 2007
Stephens Inc. October 1988 - October 2005
SunTrust Robinson Humphrey September 1986 - August 1988
Skills
Grant Writing, Edit, Copy Editing, Medical Writing, Securities Regulation, Teamwork, Editing, Proposal Writing, Publications, Publishing, Manuscript, Proofreading, Technical Writing, Scientific Writing, Report Writing, Content Development, Grants, Text Editing, Journals, Manuscript Development, Science Communication, Research
Education
Northern Illinois University 1978 — 1980
Master of Science (MS), Community Mental Health
Illinois State University 1970 — 1974
Bachelor of Science (BS), Elementary Education and Teaching
University of Arkansas for Medical Sciences February 2009 - Present
RRY Publications November 2007 - January 2009
University of Arkansas for Medical Sciences January 2006 - October 2007
Stephens Inc. October 1988 - October 2005
SunTrust Robinson Humphrey September 1986 - August 1988
Skills
Grant Writing, Edit, Copy Editing, Medical Writing, Securities Regulation, Teamwork, Editing, Proposal Writing, Publications, Publishing, Manuscript, Proofreading, Technical Writing, Scientific Writing, Report Writing, Content Development, Grants, Text Editing, Journals, Manuscript Development, Science Communication, Research
Education
Northern Illinois University 1978 — 1980
Master of Science (MS), Community Mental Health
Illinois State University 1970 — 1974
Bachelor of Science (BS), Elementary Education and Teaching
Rick Patel, CFA Rick Patel, CFA's Stephens Inc. Experience March 2013 - Present
Job Senior Vice President, Equity Research Analyst (Specialty Retail / Softlines)
Industry Financial Services
Experience
Stephens Inc. March 2013 - Present
Bank of America Merrill Lynch May 2007 - March 2013
Lehman Brothers September 2000 - May 2007
Skills
Valuation, Portfolio Management, Hedge Funds, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
NYU Stern School of Business 2004 — 2006
MBA, Corporate Finance, Management
Rutgers University-New Brunswick 1995 — 2000
Bachelor's Degree, Triple Major: Finance, Economics, and Biology
Stephens Inc. March 2013 - Present
Bank of America Merrill Lynch May 2007 - March 2013
Lehman Brothers September 2000 - May 2007
Skills
Valuation, Portfolio Management, Hedge Funds, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
NYU Stern School of Business 2004 — 2006
MBA, Corporate Finance, Management
Rutgers University-New Brunswick 1995 — 2000
Bachelor's Degree, Triple Major: Finance, Economics, and Biology
Anthony Allio Anthony Allio's Stephens Inc. Experience June 2012 - Present
Job Vice President, Industrial Investment Banking at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2012 - Present
KeyBanc Capital Markets June 2006 - June 2012
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Stephens Inc. June 2012 - Present
KeyBanc Capital Markets June 2006 - June 2012
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Arnoud Krijt's Stephens Inc. Experience January 2009 - June 2011
Job Director Corporate Development
Industry Telecommunications
Experience
Communications Sales & Leasing November 2014 - Present
Softcard September 2012 - November 2014
Acta Wireless July 2011 - September 2012
Stephens Inc. January 2009 - June 2011
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Corporate Development, Investment Banking, Private Equity, Valuation, Financial Analysis, Strategic Financial..., Microsoft Excel, Telecommunication..., Investments, Mergers & Acquisitions, Finance, Financial Reporting, Managerial Finance, Telecommunications, Competitive Analysis, Start-ups, Risk Management, Payments Industry, Financial Statement..., LBO, Financial Forecasting, Return on Investment...
Education
Louisiana State University 2007 — 2008
Masters, Finance, Summa Cum Laude
McNeese State University 2004 — 2007
Bachelor's Degree, Finance with a concentration in Economics, Summa Cum Laude
VCL
Communications Sales & Leasing November 2014 - Present
Softcard September 2012 - November 2014
Acta Wireless July 2011 - September 2012
Stephens Inc. January 2009 - June 2011
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Corporate Development, Investment Banking, Private Equity, Valuation, Financial Analysis, Strategic Financial..., Microsoft Excel, Telecommunication..., Investments, Mergers & Acquisitions, Finance, Financial Reporting, Managerial Finance, Telecommunications, Competitive Analysis, Start-ups, Risk Management, Payments Industry, Financial Statement..., LBO, Financial Forecasting, Return on Investment...
Education
Louisiana State University 2007 — 2008
Masters, Finance, Summa Cum Laude
McNeese State University 2004 — 2007
Bachelor's Degree, Finance with a concentration in Economics, Summa Cum Laude
VCL
Hal Lewis Hal Lewis's Stephens Inc. Experience February 2011 - Present
Job Senior VicePresident, Stephens Inc. and Proprietor, Cornerstone Cellars
Industry Financial Services
Experience
Stephens Inc. February 2011 - Present
Cornerstone Cellars October 1991 - Present
Morgan Stanley Smith Barney and its predecessor companies June 1980 - February 2011
Skills
Wine, Entrepreneurship
Education
Northwestern University 1966 — 1970
Bachelor of Science (BS), Broadcast Journalism
Christian Brothers High School, Memphis, TN 1962 — 1966
Stephens Inc. February 2011 - Present
Cornerstone Cellars October 1991 - Present
Morgan Stanley Smith Barney and its predecessor companies June 1980 - February 2011
Skills
Wine, Entrepreneurship
Education
Northwestern University 1966 — 1970
Bachelor of Science (BS), Broadcast Journalism
Christian Brothers High School, Memphis, TN 1962 — 1966
Sarah Putt's Stephens Inc. Experience January 2005 - July 2006
Job Experienced Securities and Compliance Professional
Industry Financial Services
Experience
Civitas Capital Group August 2015 - Present
Civitas Capital Group September 2014 - August 2015
US Securities and Exchange Commission November 2012 - November 2013
FINRA July 2006 - November 2012
Stephens Inc. January 2005 - July 2006
Louisiana State University September 2001 - May 2004
Skills
Securities Regulation, FINRA, Compliance, SEC filings, Risk Assessment, Financial Audits, External Audit, Microsoft Excel, PowerPoint, Microsoft Word, Project Planning, Public Speaking, Public Relations, Management, Anti Money Laundering
Education
Louisiana State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Civitas Capital Group August 2015 - Present
Civitas Capital Group September 2014 - August 2015
US Securities and Exchange Commission November 2012 - November 2013
FINRA July 2006 - November 2012
Stephens Inc. January 2005 - July 2006
Louisiana State University September 2001 - May 2004
Skills
Securities Regulation, FINRA, Compliance, SEC filings, Risk Assessment, Financial Audits, External Audit, Microsoft Excel, PowerPoint, Microsoft Word, Project Planning, Public Speaking, Public Relations, Management, Anti Money Laundering
Education
Louisiana State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Sarah McKinnon Sarah McKinnon's Stephens Inc. Experience April 2011 - March 2014
Job Director at Murphy USA
Industry Investment Banking
Experience
EY August 2015 - Present
Murphy USA September 2014 - Present
Stephens Inc. April 2011 - March 2014
Quadrangle Group April 2010 - January 2011
Morgan Stanley August 2009 - April 2010
Morgan Stanley July 2007 - July 2009
Federal Reserve Bank of Dallas June 2006 - January 2007
Skills
Valuation, Equities, Investment Banking, Private Equity, LBO, Capital Markets, Bloomberg, IPO, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Marketing, Finance, Investor Relations, Fundraising, Follow-on Offerings, Equity Capital Markets, Mergers & Acquisitions, Stock Market, Investment Strategies, Economics, Econometrics, Economic Research, Federal Reserve, Deal Execution, Syndicate
Education
Southern Methodist University 2003 — 2007
B.S., Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
B.S., Economics
EY August 2015 - Present
Murphy USA September 2014 - Present
Stephens Inc. April 2011 - March 2014
Quadrangle Group April 2010 - January 2011
Morgan Stanley August 2009 - April 2010
Morgan Stanley July 2007 - July 2009
Federal Reserve Bank of Dallas June 2006 - January 2007
Skills
Valuation, Equities, Investment Banking, Private Equity, LBO, Capital Markets, Bloomberg, IPO, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Marketing, Finance, Investor Relations, Fundraising, Follow-on Offerings, Equity Capital Markets, Mergers & Acquisitions, Stock Market, Investment Strategies, Economics, Econometrics, Economic Research, Federal Reserve, Deal Execution, Syndicate
Education
Southern Methodist University 2003 — 2007
B.S., Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
B.S., Economics
Christopher Godby, CFA Christopher Godby, CFA's Stephens Inc. Experience June 2011 - June 2013
Job Equity Research Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel July 2013 - Present
Stephens Inc. June 2011 - June 2013
Citi June 2010 - August 2010
Corporate One FCU April 2008 - July 2009
Corporate One FCU January 2006 - April 2008
Skills
Investments, Financial Modeling, Finance, Equities, Financial Analysis, Equity Research, Valuation, Securities, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance / Corporate Strategy
Ohio University 2001 — 2005
BBA, Finance / Business Pre-Law
Johnson Investment Counsel July 2013 - Present
Stephens Inc. June 2011 - June 2013
Citi June 2010 - August 2010
Corporate One FCU April 2008 - July 2009
Corporate One FCU January 2006 - April 2008
Skills
Investments, Financial Modeling, Finance, Equities, Financial Analysis, Equity Research, Valuation, Securities, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance / Corporate Strategy
Ohio University 2001 — 2005
BBA, Finance / Business Pre-Law
Scott Studwell Scott Studwell's Stephens Inc. Experience April 2015 - Present
Job Capital Markets
Industry Investment Banking
Experience
Stephens Inc. April 2015 - Present
Sterne Agee May 2014 - April 2015
KBW October 2004 - February 2013
Bear Stearns April 1996 - June 2004
Skills
Portfolio Management, Mergers & Acquisitions, Options
Education
Salve Regina University 1991 — 1995
Stephens Inc. April 2015 - Present
Sterne Agee May 2014 - April 2015
KBW October 2004 - February 2013
Bear Stearns April 1996 - June 2004
Skills
Portfolio Management, Mergers & Acquisitions, Options
Education
Salve Regina University 1991 — 1995
Kristi OBrien's Stephens Inc. Experience July 2009 - June 2011
Job Associate at Allen & Company
Industry Investment Banking
Experience
Allen & Company AssociateStephens Inc.April 2012 - May 2013
Stephens Inc. July 2009 - June 2011
Logical Investment Solutions August 2008 - May 2009
BDO Consulting May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Mergers, Due Diligence, Business Valuation, Bloomberg, Capital Markets, Microsoft Excel, Restructuring, Capital IQ
Education
Louisiana State University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Allen & Company AssociateStephens Inc.April 2012 - May 2013
Stephens Inc. July 2009 - June 2011
Logical Investment Solutions August 2008 - May 2009
BDO Consulting May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Mergers, Due Diligence, Business Valuation, Bloomberg, Capital Markets, Microsoft Excel, Restructuring, Capital IQ
Education
Louisiana State University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Tyler Pearson Tyler Pearson's Stephens Inc. Experience January 2014 - February 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2015 - Present
Stephens Inc. January 2014 - February 2015
Education
University of Oklahoma College of Law 2012 — 2013
Southern Methodist University 2008 — 2011
Bachelor of Business Administration (BBA)
Goldman Sachs March 2015 - Present
Stephens Inc. January 2014 - February 2015
Education
University of Oklahoma College of Law 2012 — 2013
Southern Methodist University 2008 — 2011
Bachelor of Business Administration (BBA)
Brian Quarles Brian Quarles's Stephens Inc. Experience January 2001 - July 2006
Job Service Provider at UPS Mail Innovations
Industry Package/Freight Delivery
Experience
UPS Mail Innovations May 1996 - Present
Stephens Inc. January 2001 - July 2006
Skills
Defensive Driving, Customer Service, health and safety, Transportation, Shipping, Logistics, LTL, Transportation..., Operations Management, Data Entry, Truckload, Troubleshooting, Customer Satisfaction, Customer Retention, Inventory Management, Telephone Skills, Team Building, Outlook, Account Management, Windows 7, Computer Hardware, Networking, Cashiering
Education
Philander Smith College 1996 — 2001
BS, Education
UPS Mail Innovations May 1996 - Present
Stephens Inc. January 2001 - July 2006
Skills
Defensive Driving, Customer Service, health and safety, Transportation, Shipping, Logistics, LTL, Transportation..., Operations Management, Data Entry, Truckload, Troubleshooting, Customer Satisfaction, Customer Retention, Inventory Management, Telephone Skills, Team Building, Outlook, Account Management, Windows 7, Computer Hardware, Networking, Cashiering
Education
Philander Smith College 1996 — 2001
BS, Education
Chris W. Britt's Stephens Inc. Experience September 2005 - October 2006
Job Financial Analyst II at Cimarex Energy
Industry Oil & Energy
Experience
Cimarex Energy January 2013 - Present
Cimarex Energy September 2010 - December 2012
Newmont Mining Corporation March 2009 - September 2010
Walker & Co., LLC September 2007 - March 2009
Robert Half Finance & Accounting October 2006 - September 2007
Stephens Inc. September 2005 - October 2006
Kornmeyer's Furniture September 2004 - June 2005
Turner Industries January 2004 - May 2004
Skills
Aries, Enertia, PI Dwights, Outlook, Excel, Access, Word, Carte, ProCount, Accounting, Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Oil/Gas, Oil&Gas, Oil Industry, Oil & Gas Industry, Natural Gas, Mineral Exploration, Oil & Gas Exploration, Oil Exploration, Exploration Management, Reserves, Capital, Expenses, AFE, Forecasting, 3esi - EsiManage Suite, Energy Industry, Upstream, Petroleum, Gas, Energy, Variance Analysis, Minerals, Onshore, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, Microsoft Office, General Ledger, Inventory Management, Risk Management, PowerPoint, Account Reconciliation, Payroll, Accounts Payable, Auditing, Oilfield
Education
Louisiana State University 1999 — 2003
Bachelor of Arts (BA), Economics
Catholic High School 1995 — 1999
High School, College Prep
Cimarex Energy January 2013 - Present
Cimarex Energy September 2010 - December 2012
Newmont Mining Corporation March 2009 - September 2010
Walker & Co., LLC September 2007 - March 2009
Robert Half Finance & Accounting October 2006 - September 2007
Stephens Inc. September 2005 - October 2006
Kornmeyer's Furniture September 2004 - June 2005
Turner Industries January 2004 - May 2004
Skills
Aries, Enertia, PI Dwights, Outlook, Excel, Access, Word, Carte, ProCount, Accounting, Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Oil/Gas, Oil&Gas, Oil Industry, Oil & Gas Industry, Natural Gas, Mineral Exploration, Oil & Gas Exploration, Oil Exploration, Exploration Management, Reserves, Capital, Expenses, AFE, Forecasting, 3esi - EsiManage Suite, Energy Industry, Upstream, Petroleum, Gas, Energy, Variance Analysis, Minerals, Onshore, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, Microsoft Office, General Ledger, Inventory Management, Risk Management, PowerPoint, Account Reconciliation, Payroll, Accounts Payable, Auditing, Oilfield
Education
Louisiana State University 1999 — 2003
Bachelor of Arts (BA), Economics
Catholic High School 1995 — 1999
High School, College Prep
Ginnie Muller Ginnie Muller's Stephens Inc. Experience 1994 - 2000
Job Partner at Tatum, a Randstad company
Industry Oil & Energy
Experience
Tatum, a Randstad company January 2013 - Present
Impact Fluid Solutions June 2010 - September 2012
Tejas Completion Solutions September 2009 - June 2010
Secure Drilling March 2009 - September 2009
Muller Energy Advisors 2000 - 2009
Consolidated Graphics 2006 - 2007
Stephens Inc. 1994 - 2000
Energy Ventures 1991 - 1994
Texas Commerce Investment Banking 1989 - 1991
Simmons & Company Finance 1988 - 1989
Skills
Managerial Finance, Financial Audits, Corporate Finance, Financial Modeling, Treasury, Working Capital..., M&A execution, Carve-outs, Oilfield Service &..., Debt Restructuring, Private Equity, Employee Benefits, Commercial Insurance, Investment Banking, Strategy, Due Diligence, Finance, Acquisitions, Corporate Governance, Divestitures, Executive Management, Financial Reporting, Financial Structuring, Internal Controls, Mergers, Restructuring, Risk Management, Valuation, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1978 — 1979
Master of Arts (M.A.), East Asian Studies
Harvard University 1974 — 1978
Bachelor of Arts (B.A.), East Asian Studies
Tatum, a Randstad company January 2013 - Present
Impact Fluid Solutions June 2010 - September 2012
Tejas Completion Solutions September 2009 - June 2010
Secure Drilling March 2009 - September 2009
Muller Energy Advisors 2000 - 2009
Consolidated Graphics 2006 - 2007
Stephens Inc. 1994 - 2000
Energy Ventures 1991 - 1994
Texas Commerce Investment Banking 1989 - 1991
Simmons & Company Finance 1988 - 1989
Skills
Managerial Finance, Financial Audits, Corporate Finance, Financial Modeling, Treasury, Working Capital..., M&A execution, Carve-outs, Oilfield Service &..., Debt Restructuring, Private Equity, Employee Benefits, Commercial Insurance, Investment Banking, Strategy, Due Diligence, Finance, Acquisitions, Corporate Governance, Divestitures, Executive Management, Financial Reporting, Financial Structuring, Internal Controls, Mergers, Restructuring, Risk Management, Valuation, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1978 — 1979
Master of Arts (M.A.), East Asian Studies
Harvard University 1974 — 1978
Bachelor of Arts (B.A.), East Asian Studies
Penny Wallis Penny Wallis's Stephens Inc. Experience November 2005 - February 2009
Job Bookkeeping and Consulting
Industry Management Consulting
Experience
Arkansas Efficiency and Automation Inc October 2005 - Present
Stephens Inc. November 2005 - February 2009
Stephens Inc. June 2002 - October 2005
Fairfield Communities 2000 - 2000
Allstate 1998 - 2000
Wallace & Murray Insurance Agency 1992 - 1998
Bluebonnet FSB Dallas Texas 1988 - 1990
Skills
Business Efficiency, General Ledger, Payroll Services, Payroll Taxes, Accounts Payable, Accounts Receivable, Account Management, Cost Efficiency, Office Procedures, Procedure Creation, Procedure Development, Procedure Manuals, QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Business Restructures, Process Automation, Document Management, Sales Tax, Financial Statements, Account Reconciliation, Financial Modeling, Payroll, Cash Management
Education
Pulaski Technical College 2003 — 2006
Associate of Arts and Sciences (AAS)
Sylvan Hills
Arkansas Efficiency and Automation Inc October 2005 - Present
Stephens Inc. November 2005 - February 2009
Stephens Inc. June 2002 - October 2005
Fairfield Communities 2000 - 2000
Allstate 1998 - 2000
Wallace & Murray Insurance Agency 1992 - 1998
Bluebonnet FSB Dallas Texas 1988 - 1990
Skills
Business Efficiency, General Ledger, Payroll Services, Payroll Taxes, Accounts Payable, Accounts Receivable, Account Management, Cost Efficiency, Office Procedures, Procedure Creation, Procedure Development, Procedure Manuals, QuickBooks, Peachtree, Microsoft Excel, PeopleSoft, Business Restructures, Process Automation, Document Management, Sales Tax, Financial Statements, Account Reconciliation, Financial Modeling, Payroll, Cash Management
Education
Pulaski Technical College 2003 — 2006
Associate of Arts and Sciences (AAS)
Sylvan Hills
Erin Kurtz Erin Kurtz's Stephens Inc. Experience 2013 - 2014
Job Analyst at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners August 2014 - Present
Stephens Inc. 2013 - 2014
Northwestern Mutual January 2012 - May 2012
EM Jeans March 2010 - September 2011
Polo Ralph Lauren May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Stata, Leadership, Data Analysis, Accounting, Financial Modeling, Market Research, Valuation, Finance, Economics, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Hendrix College 2008 — 2012
Bachelor of Arts (BA), Economics and Business
Mooreland Partners August 2014 - Present
Stephens Inc. 2013 - 2014
Northwestern Mutual January 2012 - May 2012
EM Jeans March 2010 - September 2011
Polo Ralph Lauren May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Stata, Leadership, Data Analysis, Accounting, Financial Modeling, Market Research, Valuation, Finance, Economics, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Hendrix College 2008 — 2012
Bachelor of Arts (BA), Economics and Business
Jake Bender Jake Bender's Stephens Inc. Experience June 2010 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2010 - Present
DnB NOR Markets February 2010 - June 2010
Piper Jaffray July 2008 - February 2010
Kennedy Capital Management September 2006 - April 2008
Skills
Private Equity, Mergers, LBO, IPO, Divestitures, Energy, Valuation, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Financial Analysis, Finance
Education
Saint Louis University 2004 — 2008
BSBA, Finance & Accounting
Stephens Inc. June 2010 - Present
DnB NOR Markets February 2010 - June 2010
Piper Jaffray July 2008 - February 2010
Kennedy Capital Management September 2006 - April 2008
Skills
Private Equity, Mergers, LBO, IPO, Divestitures, Energy, Valuation, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Financial Analysis, Finance
Education
Saint Louis University 2004 — 2008
BSBA, Finance & Accounting
Eric C. Hugel, CFA, CPA Eric C. Hugel, CFA, CPA's Stephens Inc. Experience July 2002 - June 2012
Job Investment Analyst
Industry Investment Management
Experience
S&P Capital IQ March 2013 - February 2014
Stephens Inc. July 2002 - June 2012
Dresdner Kleinwort Wasserstein August 2001 - July 2002
Dresdner Kleinwort Wasserstein October 1998 - August 2001
The Industrial Bank of Japan July 1997 - October 1998
Price Waterhouse LLP August 1993 - July 1997
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Investments, Financial Analysis, Valuation, Investment Management, Analysis, Accounting, Stock Picking, Aerospace, Generation, Value Investing, Capital Markets, Hedge Funds, Aerospace & Defense, CPA, Equity Research Analysis, Long/Short Equity, Investment Research, DCF, Enterprise Valuation, Small Cap, Growth Investing, Alpha Generation, DCF Valuation, Institutional Accounts, Auditing, Microsoft Excel, PowerPoint, Fundamental Analysis, Bloomberg, Credit Analysis, Commercial Lending, Industry Analysis, Industrials, Stock Selection, Sector Investment Theme..., Macro-Economic Analysis, Peer Group Analysis, US Equities, Microsoft Word, Asset Managment, Free Cash Flow, Idea Generation, Chartered Financial..., Investor Relations, Asset Management, Competitive Analysis
Education
Lehigh University 1989 — 1993
BS, Accounting
S&P Capital IQ March 2013 - February 2014
Stephens Inc. July 2002 - June 2012
Dresdner Kleinwort Wasserstein August 2001 - July 2002
Dresdner Kleinwort Wasserstein October 1998 - August 2001
The Industrial Bank of Japan July 1997 - October 1998
Price Waterhouse LLP August 1993 - July 1997
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Investments, Financial Analysis, Valuation, Investment Management, Analysis, Accounting, Stock Picking, Aerospace, Generation, Value Investing, Capital Markets, Hedge Funds, Aerospace & Defense, CPA, Equity Research Analysis, Long/Short Equity, Investment Research, DCF, Enterprise Valuation, Small Cap, Growth Investing, Alpha Generation, DCF Valuation, Institutional Accounts, Auditing, Microsoft Excel, PowerPoint, Fundamental Analysis, Bloomberg, Credit Analysis, Commercial Lending, Industry Analysis, Industrials, Stock Selection, Sector Investment Theme..., Macro-Economic Analysis, Peer Group Analysis, US Equities, Microsoft Word, Asset Managment, Free Cash Flow, Idea Generation, Chartered Financial..., Investor Relations, Asset Management, Competitive Analysis
Education
Lehigh University 1989 — 1993
BS, Accounting
Chrissa Hickle Chrissa Hickle's Stephens Inc. Experience August 2005 - August 2007
Job Admin Assistant
Industry Environmental Services
Experience
CH2M HILL June 2013 - Present
Saatchi & Saatchi X September 2010 - April 2013
Glory Transportation September 2007 - September 2010
Stephens Inc. August 2005 - August 2007
Skills
Recruiting, Benefits Administration, Training, Leadership, Temporary Placement, Human Resources, Performance Management, Management, New Hire Orientations, Payroll, Personnel Management, Employee Benefits, Employee Relations, Onboarding, Time Management
Education
John Brown University 2001 — 2005
BA, Business Administration
CH2M HILL June 2013 - Present
Saatchi & Saatchi X September 2010 - April 2013
Glory Transportation September 2007 - September 2010
Stephens Inc. August 2005 - August 2007
Skills
Recruiting, Benefits Administration, Training, Leadership, Temporary Placement, Human Resources, Performance Management, Management, New Hire Orientations, Payroll, Personnel Management, Employee Benefits, Employee Relations, Onboarding, Time Management
Education
John Brown University 2001 — 2005
BA, Business Administration
Amy Beckett, CPA, CIA's Stephens Inc. Experience September 1995 - February 1998
Job Business Manager at Audio Acoustics, Inc.
Industry Recreational Facilities and Services
Experience
Audio Acoustics, Inc. January 2015 - Present
Highland Springs Corporation August 2007 - January 2015
CoxHealth April 2006 - August 2007
Springfield News-Leader April 2004 - April 2006
Smurfit-Stone Container Corporation February 1998 - April 2004
Stephens Inc. September 1995 - February 1998
Sysco Foods June 1994 - September 1995
Skills
Accounting, Payroll, Auditing, Forecasting, Accounts Receivable, Microsoft Office, General Ledger, Managerial Finance, Internal Audit, Account Reconciliation, Financial Statements, Cash Flow, Management, Budgeting, Internal Controls, Financial Management, Financial Reporting, Financial Analysis, Employee Relations, Team Building, Inventory Management, Business Planning, Cost Accounting, Excel, Word, Quickbooks, Finance
Education
Louisiana Tech University 1991 — 1994
BS, Accounting, Graduated Summa Cum Laude 3.8
CrossettHigh School
Audio Acoustics, Inc. January 2015 - Present
Highland Springs Corporation August 2007 - January 2015
CoxHealth April 2006 - August 2007
Springfield News-Leader April 2004 - April 2006
Smurfit-Stone Container Corporation February 1998 - April 2004
Stephens Inc. September 1995 - February 1998
Sysco Foods June 1994 - September 1995
Skills
Accounting, Payroll, Auditing, Forecasting, Accounts Receivable, Microsoft Office, General Ledger, Managerial Finance, Internal Audit, Account Reconciliation, Financial Statements, Cash Flow, Management, Budgeting, Internal Controls, Financial Management, Financial Reporting, Financial Analysis, Employee Relations, Team Building, Inventory Management, Business Planning, Cost Accounting, Excel, Word, Quickbooks, Finance
Education
Louisiana Tech University 1991 — 1994
BS, Accounting, Graduated Summa Cum Laude 3.8
CrossettHigh School
Tim Mages Tim Mages's Stephens Inc. Experience December 2006 - June 2009
Job Experienced investment banker, private debt & equity investor
Industry Venture Capital & Private Equity
Experience
Salem Halifax Capital Partners February 2012 - June 2014
Peachtree Equity Partners July 2009 - January 2012
Stephens Inc. December 2006 - June 2009
ELM Capital Group January 2003 - December 2006
RBC Capital Markets September 2000 - December 2002
Wachovia Securities, Inc. 1996 - 2000
Skills
Investment Banking, Investments, Finance, Private Equity, Venture Capital
Education
Wake Forest University School of Business 1994 — 1996
MBA, Finance
Lenoir-Rhyne College 1990 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Salem Halifax Capital Partners February 2012 - June 2014
Peachtree Equity Partners July 2009 - January 2012
Stephens Inc. December 2006 - June 2009
ELM Capital Group January 2003 - December 2006
RBC Capital Markets September 2000 - December 2002
Wachovia Securities, Inc. 1996 - 2000
Skills
Investment Banking, Investments, Finance, Private Equity, Venture Capital
Education
Wake Forest University School of Business 1994 — 1996
MBA, Finance
Lenoir-Rhyne College 1990 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
RYAN GOODMAN's Stephens Inc. Experience January 2011 - August 2011
Job Manager of Communications at Montana Stockgrowers Association
Industry Ranching
Experience
Montana Stockgrowers Association August 2013 - Present
University of Tennessee January 2012 - October 2013
Stephens Inc. January 2011 - August 2011
JBS Five Rivers Cattle Feeding June 2010 - December 2010
Hyatt Ranch May 2009 - August 2009
Cactus Feeders June 2008 - August 2008
Whisperwood Ranch May 2000 - August 2007
Skills
Agriculture, Farms, Animal Science, Cattle, Beef, Social Media, Livestock, Agribusiness, Ranch, Blogging, Public Relations, Animal Husbandry, Public Speaking, Beef Cattle, Sustainable Agriculture, Animal Nutrition, PowerPoint, Event Planning, Veterinary
Education
University of Tennessee-Knoxville 2012 — 2014
30 hours Graduate Studies
Oklahoma State University 2008 — 2010
Bachelor of Science (B.S.)
University of Arkansas at Fayetteville 2006 — 2008
60 hours Undergraduate Studies
Montana Stockgrowers Association August 2013 - Present
University of Tennessee January 2012 - October 2013
Stephens Inc. January 2011 - August 2011
JBS Five Rivers Cattle Feeding June 2010 - December 2010
Hyatt Ranch May 2009 - August 2009
Cactus Feeders June 2008 - August 2008
Whisperwood Ranch May 2000 - August 2007
Skills
Agriculture, Farms, Animal Science, Cattle, Beef, Social Media, Livestock, Agribusiness, Ranch, Blogging, Public Relations, Animal Husbandry, Public Speaking, Beef Cattle, Sustainable Agriculture, Animal Nutrition, PowerPoint, Event Planning, Veterinary
Education
University of Tennessee-Knoxville 2012 — 2014
30 hours Graduate Studies
Oklahoma State University 2008 — 2010
Bachelor of Science (B.S.)
University of Arkansas at Fayetteville 2006 — 2008
60 hours Undergraduate Studies
Christopher Huisinga Christopher Huisinga's Stephens Inc. Experience April 2004 - Present
Job Stephens Inc. Managing Director; Head of Consumer / Food & Agribusiness Group
Industry Investment Banking
Experience
Stephens Inc. April 2004 - Present
Merrill Lynch April 1999 - September 2002
Nomura Securities International, Inc. January 1998 - April 1999
Nomura Securities International, Inc. May 1994 - December 1997
AgriCapital Corporation July 1993 - May 1994
Kidder, Peabody & Co. Incorportaed August 1989 - June 1991
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Structured Finance, Investments, Private Placements, Finance, Financial Advisory, Equity Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Northwestern University 1985 — 1989
Bachelor's Degree, History and Asian Studies
Phillips Exeter Academy 1982 — 1985
High School
Stephens Inc. April 2004 - Present
Merrill Lynch April 1999 - September 2002
Nomura Securities International, Inc. January 1998 - April 1999
Nomura Securities International, Inc. May 1994 - December 1997
AgriCapital Corporation July 1993 - May 1994
Kidder, Peabody & Co. Incorportaed August 1989 - June 1991
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Structured Finance, Investments, Private Placements, Finance, Financial Advisory, Equity Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Northwestern University 1985 — 1989
Bachelor's Degree, History and Asian Studies
Phillips Exeter Academy 1982 — 1985
High School
David Shelton's Stephens Inc. Experience July 2015 - Present
Job Investment Banking Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. July 2015 - Present
Stephens Inc. July 2014 - June 2015
Stephens Inc. June 2012 - June 2014
Education
Sewanee-The University of the South 2008 — 2012
Bachelor of Arts, Economics, Minors in American History and Business Finance
Stephens Inc. July 2015 - Present
Stephens Inc. July 2014 - June 2015
Stephens Inc. June 2012 - June 2014
Education
Sewanee-The University of the South 2008 — 2012
Bachelor of Arts, Economics, Minors in American History and Business Finance
Joseph Yang Joseph Yang's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2015 - Present
Excel Partners LLC June 2014 - January 2015
Brocair Partners LLC September 2013 - December 2013
GoldPoint Partners LLC July 2013 - August 2013
Skills
SAP, Excel, HTML, Microsoft Word, PowerPoint, Outlook, Capital IQ
Education
New York University, Stern School of Business 2012 — 2014
B.S., Finance, 3.5
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
B.S., Finance, 3.71 (Cumulative GPA)
Stephens Inc. June 2015 - Present
Excel Partners LLC June 2014 - January 2015
Brocair Partners LLC September 2013 - December 2013
GoldPoint Partners LLC July 2013 - August 2013
Skills
SAP, Excel, HTML, Microsoft Word, PowerPoint, Outlook, Capital IQ
Education
New York University, Stern School of Business 2012 — 2014
B.S., Finance, 3.5
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
B.S., Finance, 3.71 (Cumulative GPA)
Monica Staggers's Stephens Inc. Experience March 2010 - June 2012
Job Human Resources Manager at Capital Hotel
Industry Hospitality
Experience
Capital Hotel June 2012 - Present
Stephens Inc. March 2010 - June 2012
Cross, Gunter, Witherspoon & Galchus, P.C. March 2007 - March 2010
Mountaire Farms 2005 - 2007
Skills
Employee Relations, Hotels, Hospitality Industry, Hospitality Management, Human Resources, Hotel Management, Recruiting, Employee Benefits, Employee Training, Event Management, Event Planning, Hospitality, Team Building, Training, Budgets
Education
University of Arkansas at Little Rock 1995 — 1997
Southern Arkansas University 1994 — 1995
Capital Hotel June 2012 - Present
Stephens Inc. March 2010 - June 2012
Cross, Gunter, Witherspoon & Galchus, P.C. March 2007 - March 2010
Mountaire Farms 2005 - 2007
Skills
Employee Relations, Hotels, Hospitality Industry, Hospitality Management, Human Resources, Hotel Management, Recruiting, Employee Benefits, Employee Training, Event Management, Event Planning, Hospitality, Team Building, Training, Budgets
Education
University of Arkansas at Little Rock 1995 — 1997
Southern Arkansas University 1994 — 1995
James Staley James Staley's Stephens Inc. Experience June 2013 - Present
Job Investment Banking Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2013 - Present
SMU Office of the Treasurer June 2012 - December 2012
Mercer March 2010 - July 2011
Mercer August 2007 - March 2010
Hirsch Law Firm January 2007 - June 2007
University of Arkansas December 2006 - May 2007
Rebsamen Trust Portfolio Management September 2006 - May 2007
Education
Southern Methodist University 2011 — 2013
MBA, Finance, Accounting
University of Arkansas 2003 — 2007
BSBA, International Economics
University of Cambridge 2005 — 2006
Economics
Stephens Inc. June 2013 - Present
SMU Office of the Treasurer June 2012 - December 2012
Mercer March 2010 - July 2011
Mercer August 2007 - March 2010
Hirsch Law Firm January 2007 - June 2007
University of Arkansas December 2006 - May 2007
Rebsamen Trust Portfolio Management September 2006 - May 2007
Education
Southern Methodist University 2011 — 2013
MBA, Finance, Accounting
University of Arkansas 2003 — 2007
BSBA, International Economics
University of Cambridge 2005 — 2006
Economics
Caitlin Holcomb (Lester) Caitlin Holcomb (Lester)'s Stephens Inc. Experience June 2011 - April 2013
Job Senior Financial and Operational Analyst at GameStop
Industry Retail
Experience
GameStop May 2013 - Present
Stephens Inc. June 2011 - April 2013
Cogent Partners September 2010 - April 2011
Frost Bank June 2010 - July 2010
SMU Cox School of Business August 2009 - July 2010
World Affairs Council January 2009 - April 2009
Gaines Industrial Water 2008 - 2008
Frayed 2007 - 2007
Skills
Valuation, Financial Analysis, Word, Excel, Microsoft Office, PowerPoint, Financial Modeling, Forecasting, Business Strategy, Microsoft Excel, Microsoft Word, Analysis, Mergers & Acquisitions, Strategy, Finance, Private Equity, Competitive Analysis, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor's Degree, Finance
GameStop May 2013 - Present
Stephens Inc. June 2011 - April 2013
Cogent Partners September 2010 - April 2011
Frost Bank June 2010 - July 2010
SMU Cox School of Business August 2009 - July 2010
World Affairs Council January 2009 - April 2009
Gaines Industrial Water 2008 - 2008
Frayed 2007 - 2007
Skills
Valuation, Financial Analysis, Word, Excel, Microsoft Office, PowerPoint, Financial Modeling, Forecasting, Business Strategy, Microsoft Excel, Microsoft Word, Analysis, Mergers & Acquisitions, Strategy, Finance, Private Equity, Competitive Analysis, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor's Degree, Finance
Colin Toney's Stephens Inc. Experience July 2008 - June 2010
Job VIce President @ Allen & Company
Industry Investment Banking
Experience
Allen & Company July 2010 - Present
Stephens Inc. July 2008 - June 2010
Goldman Sachs June 2008 - August 2008
Arthur J. Gallagher & Co. July 2004 - June 2007
Skills
Due Diligence, Business Valuation, Valuation, Investment Banking, Bloomberg, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Private Equity, Management, Investments, Corporate Finance, Equities, Research, Mergers & Acquisitions, Capital Markets, Finance, Hedge Funds, Customer Service
Education
LSU
Finance, Music
Allen & Company July 2010 - Present
Stephens Inc. July 2008 - June 2010
Goldman Sachs June 2008 - August 2008
Arthur J. Gallagher & Co. July 2004 - June 2007
Skills
Due Diligence, Business Valuation, Valuation, Investment Banking, Bloomberg, Mergers, Financial Modeling, Financial Analysis, Venture Capital, Private Equity, Management, Investments, Corporate Finance, Equities, Research, Mergers & Acquisitions, Capital Markets, Finance, Hedge Funds, Customer Service
Education
LSU
Finance, Music
Clinton Webb's Stephens Inc. Experience May 2013 - April 2014
Job
Industry Financial Services
Experience
GMP Securities June 2014 - Present
Stephens Inc. May 2013 - April 2014
Seminole Energy Services June 2012 - August 2012
Education
Indiana University Bloomington 2011 — 2013
MBA
Norwegian School of Economics (NHH)
University of Virginia 2009 — 2010
Union College 2002 — 2006
B.A.
GMP Securities June 2014 - Present
Stephens Inc. May 2013 - April 2014
Seminole Energy Services June 2012 - August 2012
Education
Indiana University Bloomington 2011 — 2013
MBA
Norwegian School of Economics (NHH)
University of Virginia 2009 — 2010
Union College 2002 — 2006
B.A.
Cory Grummer's Stephens Inc. Experience September 2013 - Present
Job Wealth Management Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2013 - Present
Colorado Department of Transportation August 2012 - August 2013
touchPoint Partners, LLC January 2010 - April 2012
Stephens, Inc. May 2008 - May 2009
Skills
Adobe FrameMaker, QuickBooks, Microsoft Office, iWork, Microsoft Excel, SAP, SAP BW, BO Web Intelligence, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Project Management, Strategic Financial..., Strategic Planning, Entrepreneurship, Leadership, Investments, Venture Capital
Education
University of Arkansas 2007 — 2009
BA, Financial Management and Investments
Southern Methodist University 2004 — 2006
Psychology, Finance
Stephens Inc. September 2013 - Present
Colorado Department of Transportation August 2012 - August 2013
touchPoint Partners, LLC January 2010 - April 2012
Stephens, Inc. May 2008 - May 2009
Skills
Adobe FrameMaker, QuickBooks, Microsoft Office, iWork, Microsoft Excel, SAP, SAP BW, BO Web Intelligence, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Project Management, Strategic Financial..., Strategic Planning, Entrepreneurship, Leadership, Investments, Venture Capital
Education
University of Arkansas 2007 — 2009
BA, Financial Management and Investments
Southern Methodist University 2004 — 2006
Psychology, Finance
Bob Doctor, CFA Bob Doctor, CFA's Stephens Inc. Experience August 2011 - March 2013
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2013 - Present
Stephens Inc. August 2011 - March 2013
Penn Capital Management August 2010 - August 2011
Education
Providence College
Economics
Morgan Stanley March 2013 - Present
Stephens Inc. August 2011 - March 2013
Penn Capital Management August 2010 - August 2011
Education
Providence College
Economics
Phil U. Payne's Stephens Inc. Experience March 2013 - September 2013
Job Equity Research
Industry Capital Markets
Experience
Telsey Advisory Group September 2015 - Present
Community Health Systems September 2014 - September 2015
e+CancerCare December 2013 - September 2014
CapitalSpring October 2013 - December 2013
Stephens Inc. March 2013 - September 2013
Masters Investment Learning Center December 2010 - December 2012
Haslam Torch Fund September 2011 - October 2012
Tennessee Consolidated Retirement System May 2012 - August 2012
The Board Room August 2006 - August 2012
Merrill Lynch April 2011 - August 2011
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, PowerPoint, Equities, Fixed Income, Risk Management, Microsoft Office, Bloomberg Software, Analytics, Excel, Equity Research Analysis, Stock Research, Equity Valuation, Capital Markets, Teamwork, @Risk, Investment Research, Equity Capital Markets, MS Office Suite, Analytic Thinking, Challenge Driven, Intellectually Curious, Salesforce.com, FactSet, Financial Risk
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
Masters of Business Administration, Finance
University of Tennessee-Knoxville 2008 — 2010
Bachelor of Science, Finance, Accounting
Telsey Advisory Group September 2015 - Present
Community Health Systems September 2014 - September 2015
e+CancerCare December 2013 - September 2014
CapitalSpring October 2013 - December 2013
Stephens Inc. March 2013 - September 2013
Masters Investment Learning Center December 2010 - December 2012
Haslam Torch Fund September 2011 - October 2012
Tennessee Consolidated Retirement System May 2012 - August 2012
The Board Room August 2006 - August 2012
Merrill Lynch April 2011 - August 2011
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, PowerPoint, Equities, Fixed Income, Risk Management, Microsoft Office, Bloomberg Software, Analytics, Excel, Equity Research Analysis, Stock Research, Equity Valuation, Capital Markets, Teamwork, @Risk, Investment Research, Equity Capital Markets, MS Office Suite, Analytic Thinking, Challenge Driven, Intellectually Curious, Salesforce.com, FactSet, Financial Risk
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
Masters of Business Administration, Finance
University of Tennessee-Knoxville 2008 — 2010
Bachelor of Science, Finance, Accounting
Richard Estelita's Stephens Inc. Experience September 2000 - December 2012
Job Principal at Riverdale Galleries
Industry Design
Experience
Riverdale Galleries June 2015 - Present
About Vase December 2012 - September 2014
Stephens Inc. September 2000 - December 2012
The Carlyle Hotel 1990 - 2000
Skills
Event Planning, Management, Microsoft Excel, Customer Service, Sales, Marketing, Project Management, Design
Education
Sonoma State University 1984 — 1988
Music Performance, General
Sonoma State University 1984 — 1988
Music Performance, General
Riverdale Galleries June 2015 - Present
About Vase December 2012 - September 2014
Stephens Inc. September 2000 - December 2012
The Carlyle Hotel 1990 - 2000
Skills
Event Planning, Management, Microsoft Excel, Customer Service, Sales, Marketing, Project Management, Design
Education
Sonoma State University 1984 — 1988
Music Performance, General
Sonoma State University 1984 — 1988
Music Performance, General
Ali Rahman Ali Rahman's Stephens Inc. Experience September 2012 - January 2014
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC March 2014 - Present
Stephens Inc. September 2012 - January 2014
Education
Southern Methodist University 2000 — 2004
Bachelor's degree, Communication, Journalism, and Related Programs
J.P. Morgan Securities LLC March 2014 - Present
Stephens Inc. September 2012 - January 2014
Education
Southern Methodist University 2000 — 2004
Bachelor's degree, Communication, Journalism, and Related Programs
Shelby Norman Shelby Norman's Stephens Inc. Experience June 2008 - April 2010
Job Vice President of Strategic Development at Orange Leaf Frozen Yogurt
Industry Restaurants
Experience
Orange Leaf Frozen Yogurt February 2015 - Present
Orange Leaf Frozen Yogurt January 2013 - February 2015
Orange Leaf Frozen Yogurt April 2010 - January 2013
Stephens Inc. June 2008 - April 2010
Stephens Inc. May 2007 - June 2008
Skills
Valuation, Sales Management, Equity Valuation, Customer Service, Team Building, Strategic Planning, Financial Modeling, Corporate Finance, New Business Development, Capital Markets, Management, Equity Research, Corporate Development, Entrepreneurship, Financial Analysis, Finance
Education
Oklahoma State University 2003 — 2007
Bachelor of Science (BS), Finance
Orange Leaf Frozen Yogurt February 2015 - Present
Orange Leaf Frozen Yogurt January 2013 - February 2015
Orange Leaf Frozen Yogurt April 2010 - January 2013
Stephens Inc. June 2008 - April 2010
Stephens Inc. May 2007 - June 2008
Skills
Valuation, Sales Management, Equity Valuation, Customer Service, Team Building, Strategic Planning, Financial Modeling, Corporate Finance, New Business Development, Capital Markets, Management, Equity Research, Corporate Development, Entrepreneurship, Financial Analysis, Finance
Education
Oklahoma State University 2003 — 2007
Bachelor of Science (BS), Finance
Ryan Woodruff Ryan Woodruff's Stephens Inc. Experience RodmanSanderson SurveyingMay 2014 - August 2014
Job Aviation Intern at Stephens Inc.
Industry Airlines/Aviation
Experience
Stephens Inc. RodmanSanderson SurveyingMay 2014 - August 2014
Skills
Airports, Aircraft, Flights, Piloting
Education
Henderson State University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Aeronautics/Aviation/Aerospace Science and Technology, General
Stephens Inc. RodmanSanderson SurveyingMay 2014 - August 2014
Skills
Airports, Aircraft, Flights, Piloting
Education
Henderson State University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Aeronautics/Aviation/Aerospace Science and Technology, General
W. Michael Miller W. Michael Miller's Stephens Inc. Experience June 2014 - December 2014
Job Project Manager (Global Planning) at Legends / CSL
Industry Sports
Experience
Legends January 2015 - Present
Stephens Inc. June 2014 - December 2014
Stephens Inc. June 2011 - June 2014
BlackRock June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Microsoft Office, Capital Markets
Education
UCL 2009 — 2010
MSc, Economics
New York University 2005 — 2009
BA, Economics
Legends January 2015 - Present
Stephens Inc. June 2014 - December 2014
Stephens Inc. June 2011 - June 2014
BlackRock June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Microsoft Office, Capital Markets
Education
UCL 2009 — 2010
MSc, Economics
New York University 2005 — 2009
BA, Economics
Sarah Kendrigan Sarah Kendrigan's Stephens Inc. Experience June 2013 - Present
Job at
Industry Investment Banking
Experience
Harvard University August 2015 - Present
Stephens Inc. June 2013 - Present
Strategic Grant Partners March 2013 - June 2013
Shepley Bulfinch January 2012 - February 2013
Shepley Bulfinch October 2010 - January 2012
Howard Hughes Medical Institute April 2010 - October 2010
YMCA Southcoast September 2007 - April 2010
Boston Magazine June 2003 - September 2003
Skills
Writing, Marketing Communications, Graphic Design, InDesign, Illustrator, Photoshop, Adobe Acrobat, Photography, PowerPoint, Web Design, Editing, Social Media Marketing, Dreamweaver, Microsoft Word, Microsoft Excel, Event Management, Non-profits, Revit, Space-planning, Social Media, Layout, Typography, Research
Education
University of Massachusetts Dartmouth 1998 — 2003
BFA
Massachusetts College of Art 1997 — 1997
Bachelor of Fine Arts (BFA)
Harvard University August 2015 - Present
Stephens Inc. June 2013 - Present
Strategic Grant Partners March 2013 - June 2013
Shepley Bulfinch January 2012 - February 2013
Shepley Bulfinch October 2010 - January 2012
Howard Hughes Medical Institute April 2010 - October 2010
YMCA Southcoast September 2007 - April 2010
Boston Magazine June 2003 - September 2003
Skills
Writing, Marketing Communications, Graphic Design, InDesign, Illustrator, Photoshop, Adobe Acrobat, Photography, PowerPoint, Web Design, Editing, Social Media Marketing, Dreamweaver, Microsoft Word, Microsoft Excel, Event Management, Non-profits, Revit, Space-planning, Social Media, Layout, Typography, Research
Education
University of Massachusetts Dartmouth 1998 — 2003
BFA
Massachusetts College of Art 1997 — 1997
Bachelor of Fine Arts (BFA)
Tim D Lassiter Sr's Stephens Inc. Experience March 1994 - January 1997
Job Patrol Sergeant/Faulkner County Sheriffs
Industry Law Enforcement
Experience
Faulkner County Sheriff Dept October 2011 - Present
Stephens inc March 1994 - January 1997
Skills
Law Enforcement, Team Building, Research, Customer Service, Government, Emergency Management, Criminal Investigations, Public Speaking, Investigation, Public Safety, Supervisory Skills, Management, Training, Physical Security, Microsoft Office, Private Investigations, Crisis Management, Security, Public Relations, Police, Leadership, First Aid, Fundraising, Microsoft Word, Counterterrorism, Tactics, Patrol, Interrogation, Self Defense, Firearms, Surveillance, Criminal Justice, Defensive Driving, Security Management, Security Operations, Crime Prevention, Evidence, Weapons, Personal Protection, Risk Assessment
Education
Arkansas Law enforcement training academy
Southern Arkansas University Tech
Criminal justice, Criminal Justice/Law Enforcement Administration
Faulkner County Sheriff Dept October 2011 - Present
Stephens inc March 1994 - January 1997
Skills
Law Enforcement, Team Building, Research, Customer Service, Government, Emergency Management, Criminal Investigations, Public Speaking, Investigation, Public Safety, Supervisory Skills, Management, Training, Physical Security, Microsoft Office, Private Investigations, Crisis Management, Security, Public Relations, Police, Leadership, First Aid, Fundraising, Microsoft Word, Counterterrorism, Tactics, Patrol, Interrogation, Self Defense, Firearms, Surveillance, Criminal Justice, Defensive Driving, Security Management, Security Operations, Crime Prevention, Evidence, Weapons, Personal Protection, Risk Assessment
Education
Arkansas Law enforcement training academy
Southern Arkansas University Tech
Criminal justice, Criminal Justice/Law Enforcement Administration
Irina Fitzgerald's Stephens Inc. Experience 1997 - 2001
Job
Industry Design
Experience
Hotchkis and Wiley Capital Management February 2002 - November 2004
Stephens Inc. 1997 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
Southern Arkansas University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Moscow Pedagogical State University 1992 — 1996
Master of Arts (M.A.), English
Hotchkis and Wiley Capital Management February 2002 - November 2004
Stephens Inc. 1997 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
Southern Arkansas University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Moscow Pedagogical State University 1992 — 1996
Master of Arts (M.A.), English
Ally Radecki's Stephens Inc. Experience May 2015 - Present
Job Institutional Equity Sales
Industry Capital Markets
Experience
Stephens Inc. May 2015 - Present
Driehaus Capital Management LLC March 2012 - May 2015
Skills
Hold Series 7, Equities, Mutual Funds, Equity Sales, Investor Relations, Investment Strategies, Capital Markets, Alternative Investments, Relationship Management, RFP Generation, Due Diligence, Marketing, Fixed Income, Social Media Marketing, Managing Database, Asset Management
Education
Northeastern Illinois University
Communication, Media and Theatre
Stephens Inc. May 2015 - Present
Driehaus Capital Management LLC March 2012 - May 2015
Skills
Hold Series 7, Equities, Mutual Funds, Equity Sales, Investor Relations, Investment Strategies, Capital Markets, Alternative Investments, Relationship Management, RFP Generation, Due Diligence, Marketing, Fixed Income, Social Media Marketing, Managing Database, Asset Management
Education
Northeastern Illinois University
Communication, Media and Theatre
Carrie Wingfield's Stephens Inc. Experience 2008 - 2011
Job Account and Project Manager at The MEPR Agency
Industry Nonprofit Organization Management
Experience
The MEPR Agency June 2015 - Present
First Steps, Inc. 2012 - June 2015
Stephens Inc. 2008 - 2011
Easter Seals 2008 - 2009
Youth Home, Inc. 2007 - 2008
Skills
Fundraising, Non-profits, Stewardship, Social Media, Event Planning, Research, Community Outreach, Public Speaking, Prospect Research, Public Relations, Annual Fund, Annual Giving, Philanthropy, Volunteer Management, Fundraisers, Board Development, Donor Research, Event Management, Grant Writing, Planned Giving, Editing, Nonprofits, Non-profit..., Grants, Community Development, Newsletters, Program Development, Raiser's Edge, Capital Campaigns, Social Media Marketing, Marketing
Education
Louisiana State University
Bachelor of Science (B.S.), Health Professions and Related Clinical Sciences, Other
University of Arkansas at Little Rock
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
The MEPR Agency June 2015 - Present
First Steps, Inc. 2012 - June 2015
Stephens Inc. 2008 - 2011
Easter Seals 2008 - 2009
Youth Home, Inc. 2007 - 2008
Skills
Fundraising, Non-profits, Stewardship, Social Media, Event Planning, Research, Community Outreach, Public Speaking, Prospect Research, Public Relations, Annual Fund, Annual Giving, Philanthropy, Volunteer Management, Fundraisers, Board Development, Donor Research, Event Management, Grant Writing, Planned Giving, Editing, Nonprofits, Non-profit..., Grants, Community Development, Newsletters, Program Development, Raiser's Edge, Capital Campaigns, Social Media Marketing, Marketing
Education
Louisiana State University
Bachelor of Science (B.S.), Health Professions and Related Clinical Sciences, Other
University of Arkansas at Little Rock
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Phillip Furbay Phillip Furbay's Stephens Inc. Experience June 2012 - July 2014
Job Private Equity Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2014 - Present
Stephens Inc. June 2012 - July 2014
Ohio University Student Equity Management Group 2011 - June 2012
OU Academic Advancement Center January 2011 - March 2012
Skills
Financial Modeling, Portfolio Management, Investments
Education
Ohio University 2008 — 2012
Finance, Finance, Pre-Med
The Riverside Company August 2014 - Present
Stephens Inc. June 2012 - July 2014
Ohio University Student Equity Management Group 2011 - June 2012
OU Academic Advancement Center January 2011 - March 2012
Skills
Financial Modeling, Portfolio Management, Investments
Education
Ohio University 2008 — 2012
Finance, Finance, Pre-Med
David Kroll David Kroll's Stephens Inc. Experience July 2008 - July 2011
Job Youth Pastor at The City Church
Industry Religious Institutions
Experience
The City Church December 2013 - Present
Young Life December 2012 - December 2013
InterCall January 2011 - January 2013
Stephens Inc. July 2008 - July 2011
Skills
Consultative Selling, Customer Relations, Account Management, Telecommunications, Unified Communications, Networking, Consulting, SaaS, Business Development, Sales, Sales Process, Salesforce.com, Sales Management, Marketing, Direct Sales, Product Management, Team Leadership, New Business Development, Business Strategy, Negotiation, Strategic Planning, Project Management, Leadership, Forecasting
Education
Seattle Pacific University - School of Business and Economics 2004 — 2008
Bachelor of Arts, International Relations, Business Administration
The City Church December 2013 - Present
Young Life December 2012 - December 2013
InterCall January 2011 - January 2013
Stephens Inc. July 2008 - July 2011
Skills
Consultative Selling, Customer Relations, Account Management, Telecommunications, Unified Communications, Networking, Consulting, SaaS, Business Development, Sales, Sales Process, Salesforce.com, Sales Management, Marketing, Direct Sales, Product Management, Team Leadership, New Business Development, Business Strategy, Negotiation, Strategic Planning, Project Management, Leadership, Forecasting
Education
Seattle Pacific University - School of Business and Economics 2004 — 2008
Bachelor of Arts, International Relations, Business Administration
Ernest LaPaglia's Stephens Inc. Experience March 2013 - March 2015
Job Defense & Space Professional
Industry Defense & Space
Experience
First Arkansas Bank and Trust March 2015 - Present
Stephens Inc. March 2013 - March 2015
United States Air Force 1993 - January 2013
Skills
Security Clearance, Military, Defense, Air Force, DoD, Information Assurance, Military Operations, National Security, Command, Training, Facility Management, Emergency Management..., IT Equipment Custodian, Computer Security, Vulnerability Assessment, Tactics, Electronic Warfare, Systems Engineering, Intelligence Community, Operational Planning, SIGINT, Readiness, Facilities Management, Interagency Coordination, Military Training, Special Operations, Weapons, Military Experience, Human Resources, Command & Control, COMSEC, Force Protection, Intelligence, Emergency Management, Intelligence Analysis, Security+, Army, Navy, Microsoft Excel, Security, DIACAP, Government Contracting, Active DoD Secret..., Top Secret
Education
Park University 2011 — 2016
Information and Computer Science, Network and Security
Park University 2012 — 2015
Associate of Science (AS), Computer and Information Sciences, General, 3.51
First Arkansas Bank and Trust March 2015 - Present
Stephens Inc. March 2013 - March 2015
United States Air Force 1993 - January 2013
Skills
Security Clearance, Military, Defense, Air Force, DoD, Information Assurance, Military Operations, National Security, Command, Training, Facility Management, Emergency Management..., IT Equipment Custodian, Computer Security, Vulnerability Assessment, Tactics, Electronic Warfare, Systems Engineering, Intelligence Community, Operational Planning, SIGINT, Readiness, Facilities Management, Interagency Coordination, Military Training, Special Operations, Weapons, Military Experience, Human Resources, Command & Control, COMSEC, Force Protection, Intelligence, Emergency Management, Intelligence Analysis, Security+, Army, Navy, Microsoft Excel, Security, DIACAP, Government Contracting, Active DoD Secret..., Top Secret
Education
Park University 2011 — 2016
Information and Computer Science, Network and Security
Park University 2012 — 2015
Associate of Science (AS), Computer and Information Sciences, General, 3.51
Brian Shiels Brian Shiels's Stephens Inc. Experience December 2014 - Present
Job Public Finance
Industry Investment Banking
Experience
Stephens Inc. December 2014 - Present
City of Plano May 2013 - December 2014
Skills
Customer Satisfaction, Emergency Management, Event Planning, Policy, Policy Analysis, Physical Security, Microsoft Office, Government, Microsoft Excel, Outlook, Leadership Development, Public Speaking, Customer Service, Leadership, Research, Strategic Planning, Program Management, Training, Finance, Analysis
Education
The University of Texas at Dallas 2009 — 2009
Graduate Certificate in Local Government Management, Public Administration
The University of Texas at Dallas 2004 — 2005
Master of Public Administration (M.P.A.), Public Management
Niagara University 1993 — 1997
Bachelor of Science (B.S.), Criminology & Criminal Justice
Stephens Inc. December 2014 - Present
City of Plano May 2013 - December 2014
Skills
Customer Satisfaction, Emergency Management, Event Planning, Policy, Policy Analysis, Physical Security, Microsoft Office, Government, Microsoft Excel, Outlook, Leadership Development, Public Speaking, Customer Service, Leadership, Research, Strategic Planning, Program Management, Training, Finance, Analysis
Education
The University of Texas at Dallas 2009 — 2009
Graduate Certificate in Local Government Management, Public Administration
The University of Texas at Dallas 2004 — 2005
Master of Public Administration (M.P.A.), Public Management
Niagara University 1993 — 1997
Bachelor of Science (B.S.), Criminology & Criminal Justice
Josh Rad Josh Rad's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
J.P. Morgan June 2014 - August 2014
Econsult Solutions January 2014 - April 2014
ING June 2013 - August 2013
The Wharton School September 2012 - May 2013
Revolution Prep June 2012 - August 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Economics, Urban Studies, Magna Cum Laude
Queen Mary, U. of London 2013 — 2013
Study Abroad, Economics
Carlton J. Kell High School 2007 — 2011
Stephens Inc. June 2015 - Present
J.P. Morgan June 2014 - August 2014
Econsult Solutions January 2014 - April 2014
ING June 2013 - August 2013
The Wharton School September 2012 - May 2013
Revolution Prep June 2012 - August 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Economics, Urban Studies, Magna Cum Laude
Queen Mary, U. of London 2013 — 2013
Study Abroad, Economics
Carlton J. Kell High School 2007 — 2011
Robert Critselous's Stephens Inc. Experience August 1987 - September 1999
Job President at Crit Inc. dba Three Dog Bakery Northwest Arkansas
Industry Investment Banking
Experience
Crit Inc. dba Three Dog Bakery Northwest Arkansas February 2015 - Present
Morgan Keegan & Company, Inc September 1999 - April 2012
Stephens, Inc August 1987 - September 1999
Skills
Equity Research, Portfolio Management, Property & Casualty..., Licensed Life & Health..., Licensed Property &..., Series 7, Series 4, Series 63, Series 55, Retirement Planning, Term Life Insurance, Relationship Management, Financial Markets, Life, Life Insurance, Hedge Funds, Mutual Funds, 401k, FINRA, Health Insurance, Insurance, Disability Insurance, Wealth Management
Education
Louisiana Tech University 1983 — 1987
Bachelor of Science (B.S.), Finance
Crit Inc. dba Three Dog Bakery Northwest Arkansas February 2015 - Present
Morgan Keegan & Company, Inc September 1999 - April 2012
Stephens, Inc August 1987 - September 1999
Skills
Equity Research, Portfolio Management, Property & Casualty..., Licensed Life & Health..., Licensed Property &..., Series 7, Series 4, Series 63, Series 55, Retirement Planning, Term Life Insurance, Relationship Management, Financial Markets, Life, Life Insurance, Hedge Funds, Mutual Funds, 401k, FINRA, Health Insurance, Insurance, Disability Insurance, Wealth Management
Education
Louisiana Tech University 1983 — 1987
Bachelor of Science (B.S.), Finance
Brad Henry Brad Henry's Stephens Inc. Experience April 2013 - February 2014
Job Vice President of Development Finance at Arkansas Development Finance Authority
Industry Government Relations
Experience
Arkansas Development Finance Authority February 2014 - Present
Stephens Inc. April 2013 - February 2014
Arkansas Economic Development Commission June 2010 - April 2013
Skills
Research, Strategic Planning, Program Management, Public Relations, Government, Economic Development, Fundraising, Budgets, Microsoft Office
Education
University of Arkansas 2006 — 2007
Masters, Economics
Hendrix College 1999 — 2003
Bachelors, Economics, Business, Political Science
Arkansas Development Finance Authority February 2014 - Present
Stephens Inc. April 2013 - February 2014
Arkansas Economic Development Commission June 2010 - April 2013
Skills
Research, Strategic Planning, Program Management, Public Relations, Government, Economic Development, Fundraising, Budgets, Microsoft Office
Education
University of Arkansas 2006 — 2007
Masters, Economics
Hendrix College 1999 — 2003
Bachelors, Economics, Business, Political Science
Bryan Loyd Bryan Loyd's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2015 - Present
Overdrive Brands, LLC May 2014 - November 2014
Rebsamen Trust August 2013 - May 2014
Arvest Fixed Income Securities August 2013 - May 2014
PwC January 2014 - March 2014
BLACKHIVE CORPORATION May 2013 - August 2013
Arkansas World Trade Center January 2013 - May 2013
University of Arkansas May 2011 - August 2011
Hanna Oil & Gas May 2010 - August 2010
Skills
PowerPoint, Team Leadership, Language Learning, International Research, Microsoft Excel, Teamwork, Microsoft Publisher, Leadership, Microsoft Office, Microsoft Word, Accounting, Strategic Planning, Forecasting, Chinese, Public Speaking, Social Media, Financial Analysis, Finance
Education
University of Arkansas at Fayetteville 2013 — 2015
Walton Master of Accountancy
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Shanghai University of Finance and Economics 2012 — 2012
International Finance and Chinese
Stephens Inc. June 2015 - Present
Overdrive Brands, LLC May 2014 - November 2014
Rebsamen Trust August 2013 - May 2014
Arvest Fixed Income Securities August 2013 - May 2014
PwC January 2014 - March 2014
BLACKHIVE CORPORATION May 2013 - August 2013
Arkansas World Trade Center January 2013 - May 2013
University of Arkansas May 2011 - August 2011
Hanna Oil & Gas May 2010 - August 2010
Skills
PowerPoint, Team Leadership, Language Learning, International Research, Microsoft Excel, Teamwork, Microsoft Publisher, Leadership, Microsoft Office, Microsoft Word, Accounting, Strategic Planning, Forecasting, Chinese, Public Speaking, Social Media, Financial Analysis, Finance
Education
University of Arkansas at Fayetteville 2013 — 2015
Walton Master of Accountancy
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Shanghai University of Finance and Economics 2012 — 2012
International Finance and Chinese
Franklin Pogue Franklin Pogue's Stephens Inc. Experience June 2011 - June 2013
Job Silvermark Partners LLC
Industry Investment Banking
Experience
Silvermark Partners LLC July 2013 - Present
Stephens Inc. June 2011 - June 2013
Education
Sewanee-The University of the South 2007 — 2011
BA, Economics
Tuck School of Business at Dartmouth
Silvermark Partners LLC July 2013 - Present
Stephens Inc. June 2011 - June 2013
Education
Sewanee-The University of the South 2007 — 2011
BA, Economics
Tuck School of Business at Dartmouth
Jason Holsclaw Jason Holsclaw's Stephens Inc. Experience May 2012 - Present
Job Vice President Public Finance at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. May 2012 - Present
U.S. Government Accountability Office February 2002 - June 2012
U.S. Senate Special Committee on Aging February 2009 - February 2010
Lexington-Fayette Urban County Council October 2001 - February 2002
Education
University of Kentucky 2000 — 2001
MPA, Public Policy/Finance
Ouachita Baptist University 1995 — 1999
BA, Political Science and History
Stephens Inc. May 2012 - Present
U.S. Government Accountability Office February 2002 - June 2012
U.S. Senate Special Committee on Aging February 2009 - February 2010
Lexington-Fayette Urban County Council October 2001 - February 2002
Education
University of Kentucky 2000 — 2001
MPA, Public Policy/Finance
Ouachita Baptist University 1995 — 1999
BA, Political Science and History
James Janesky James Janesky's Stephens Inc. Experience 1995 - 1997
Job Managing Director Investment Banking at Corporate Fuel Advisors
Industry Investment Banking
Experience
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Bob Bernhard's Stephens Inc. Experience February 2002 - October 2005
Job President Foundation Business Capital
Industry Banking
Experience
Foundation Business Capital LLC June 2015 - Present
Gulf Coast Business Credit August 2013 - May 2015
Alden Systems December 2012 - August 2013
FleetCor December 2009 - June 2011
Crews & Associates August 2008 - October 2009
Vining Sparks December 2005 - August 2008
STEPHENS INC February 2002 - October 2005
STERNE, AGEE May 1999 - December 2001
STEPHENS INC September 1994 - May 1999
PAINE WEBBER, INC February 1988 - March 1993
Skills
Securities, Capital Markets, Portfolio Management, Investments, Equities, Series 7, Bloomberg, Financial Analysis, Loans, Asset Management, Finance, Valuation, Business Development, New Business Development, Bonds, Fixed Income, Banking, Financial Modeling, Trading, Financial Services, Mutual Funds, Credit, Strategic Financial..., Mortgage Lending
Education
Louisiana State University 1981 — 1986
B.S. Political Science, Economics & Poli Sci.
New York Institute of Finance 1987 — 1990
Finance
Foundation Business Capital LLC June 2015 - Present
Gulf Coast Business Credit August 2013 - May 2015
Alden Systems December 2012 - August 2013
FleetCor December 2009 - June 2011
Crews & Associates August 2008 - October 2009
Vining Sparks December 2005 - August 2008
STEPHENS INC February 2002 - October 2005
STERNE, AGEE May 1999 - December 2001
STEPHENS INC September 1994 - May 1999
PAINE WEBBER, INC February 1988 - March 1993
Skills
Securities, Capital Markets, Portfolio Management, Investments, Equities, Series 7, Bloomberg, Financial Analysis, Loans, Asset Management, Finance, Valuation, Business Development, New Business Development, Bonds, Fixed Income, Banking, Financial Modeling, Trading, Financial Services, Mutual Funds, Credit, Strategic Financial..., Mortgage Lending
Education
Louisiana State University 1981 — 1986
B.S. Political Science, Economics & Poli Sci.
New York Institute of Finance 1987 — 1990
Finance
Dayton Hoell Dayton Hoell's Stephens Inc. Experience June 2014 - March 2015
Job Institutional Equity Sales and Trading Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Kent Oots, Ph.D., CFA Kent Oots, Ph.D., CFA's Stephens Inc. Experience July 1991 - Present
Job Vice President, Manager Futures and Options at Stephens Inc.
Industry Financial Services
Experience
CFA Institue 1999 - Present
Stephens Inc. July 1991 - Present
University of Central Arkansas August 1988 - May 1990
Emory University August 1986 - August 1988
Texas A&M University August 1985 - August 1986
Skills
Asset Allocation, Asset Managment, Financial Services, ALM, Securities, Hedge Funds, Investments, Fixed Income Analysis, Portfolio Management, Equities, Options, Futures, Derivatives, Business and Social..., Training and..., Alternative Investments, Asset Management, Bonds, Corporate Finance, Capital Markets, FINRA, Equity Valuation, Fixed Income, Investment Management, Investment Strategies, Securities Regulation
Education
Northern Illinois University 1978 — 1984
MA, PHD, Political Science
University of St. Francis 1976 — 1978
BA, Government
CFA Institue 1999 - Present
Stephens Inc. July 1991 - Present
University of Central Arkansas August 1988 - May 1990
Emory University August 1986 - August 1988
Texas A&M University August 1985 - August 1986
Skills
Asset Allocation, Asset Managment, Financial Services, ALM, Securities, Hedge Funds, Investments, Fixed Income Analysis, Portfolio Management, Equities, Options, Futures, Derivatives, Business and Social..., Training and..., Alternative Investments, Asset Management, Bonds, Corporate Finance, Capital Markets, FINRA, Equity Valuation, Fixed Income, Investment Management, Investment Strategies, Securities Regulation
Education
Northern Illinois University 1978 — 1984
MA, PHD, Political Science
University of St. Francis 1976 — 1978
BA, Government
Joe LaRocca Joe LaRocca's Stephens Inc. Experience 1997 - 1998
Job CTO at Arkansas Network Experts
Industry Information Technology and Services
Experience
Arkansas Network Experts June 2010 - Present
Fidelity Information Services June 2007 - June 2010
FIS June 2007 - June 2010
Interface Healthcare Information Systems September 2005 - December 2007
ClearPointe Technology October 2004 - September 2005
Strategic Technologies Corporation January 2004 - October 2004
Avow Technology Solutions June 1999 - December 2003
Stephens Inc. 1997 - 1998
Skills
Server Architecture, Servers, Operating Systems, Windows, Switches, Active Directory, VMware, IT Management, Hardware, IT Service Management, Business Continuity, Computer Hardware, Virtualization, Disaster Recovery, System Administration, Windows Server, DNS, TCP/IP, Network Security, IT Operations, Networking, Integration, Data Center, Cloud Computing, Network Administration, Cisco Technologies, Managed Services, Firewalls, Security, VPN, Information Technology, Storage, Microsoft Exchange, IIS, Storage Area Networks, System Deployment, Microsoft Technologies, Citrix, VoIP, Network Design, WAN, SAN, HP, Enterprise Architecture, DHCP, ITIL, Network Architecture, VMware ESX, LAN-WAN, SharePoint
Education
Henderson State University 1994 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
University of Central Arkansas 1993 — 1994
Hendrix College 1991 — 1993
Arkansas Network Experts June 2010 - Present
Fidelity Information Services June 2007 - June 2010
FIS June 2007 - June 2010
Interface Healthcare Information Systems September 2005 - December 2007
ClearPointe Technology October 2004 - September 2005
Strategic Technologies Corporation January 2004 - October 2004
Avow Technology Solutions June 1999 - December 2003
Stephens Inc. 1997 - 1998
Skills
Server Architecture, Servers, Operating Systems, Windows, Switches, Active Directory, VMware, IT Management, Hardware, IT Service Management, Business Continuity, Computer Hardware, Virtualization, Disaster Recovery, System Administration, Windows Server, DNS, TCP/IP, Network Security, IT Operations, Networking, Integration, Data Center, Cloud Computing, Network Administration, Cisco Technologies, Managed Services, Firewalls, Security, VPN, Information Technology, Storage, Microsoft Exchange, IIS, Storage Area Networks, System Deployment, Microsoft Technologies, Citrix, VoIP, Network Design, WAN, SAN, HP, Enterprise Architecture, DHCP, ITIL, Network Architecture, VMware ESX, LAN-WAN, SharePoint
Education
Henderson State University 1994 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
University of Central Arkansas 1993 — 1994
Hendrix College 1991 — 1993
Anthony Fulgham Anthony Fulgham's Stephens Inc. Experience 1991 - November 2006
Job V.P. at BOSC,Inc.
Industry Investment Management
Experience
BOSC, Inc. A subsidiary of BOK Financial Corp. November 2006 - Present
BOSC,Inc. November 2006 - Present
Stephens Inc. 1991 - November 2006
Skills
Equities, Fixed Income, Valuation, Series 7, Bloomberg, Securities, Investments, Capital Markets, Portfolio Management, Financial Analysis, Series 63, Asset Managment, Asset Allocation, Mergers, Alternative Investments, Banking, Equity Research, Asset Management, Investment Management, Bonds, Investment Strategies, Hedge Funds, Investment Banking, Investment Advisory, Financial Services, Financial Markets, Credit Unions, Credit Analysis, Wealth Management, Private Placements, Trading, Corporate Finance, Financial Modeling, Derivatives, Investor Relations, Due Diligence, Financial Advisory, Mergers & Acquisitions
Education
University of Arkansas at Monticello 1976 — 1980
Northwestern State University
BOSC, Inc. A subsidiary of BOK Financial Corp. November 2006 - Present
BOSC,Inc. November 2006 - Present
Stephens Inc. 1991 - November 2006
Skills
Equities, Fixed Income, Valuation, Series 7, Bloomberg, Securities, Investments, Capital Markets, Portfolio Management, Financial Analysis, Series 63, Asset Managment, Asset Allocation, Mergers, Alternative Investments, Banking, Equity Research, Asset Management, Investment Management, Bonds, Investment Strategies, Hedge Funds, Investment Banking, Investment Advisory, Financial Services, Financial Markets, Credit Unions, Credit Analysis, Wealth Management, Private Placements, Trading, Corporate Finance, Financial Modeling, Derivatives, Investor Relations, Due Diligence, Financial Advisory, Mergers & Acquisitions
Education
University of Arkansas at Monticello 1976 — 1980
Northwestern State University
Dana Saldaris Dana Saldaris's Stephens Inc. Experience January 2006 - December 2010
Job Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2010 - Present
Stephens Inc. January 2006 - December 2010
Legg Mason Wood Walker, Inc. November 1997 - January 2006
Skills
Investments
Education
Southern Connecticut State University 1987 — 1991
BA, Political Science
Joseph A. Foran High School
Rygaards International School
Janney Montgomery Scott December 2010 - Present
Stephens Inc. January 2006 - December 2010
Legg Mason Wood Walker, Inc. November 1997 - January 2006
Skills
Investments
Education
Southern Connecticut State University 1987 — 1991
BA, Political Science
Joseph A. Foran High School
Rygaards International School
Jeremy Roewe's Stephens Inc. Experience May 1998 - September 1998
Job VP Capital Markets
Industry Banking
Experience
Northwest Farm Credit Services October 2010 - Present
Bank of America June 2006 - September 2010
Bank of America June 2006 - September 2010
Laird Norton Tyee June 2005 - September 2005
Morgan Keegan and Company June 2000 - September 2004
Regions Investment Company May 1999 - January 2000
Stephen's Inc May 1998 - September 1998
Skills
Portfolio Management, Financial Modeling, Management Consulting, CRM, Commercial Lending, Investments, Relationship Management, Risk Management, Credit, Loans, Banking, Series 7, Corporate Finance, Capital Markets, Finance, Due Diligence, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA, Finance and Accounting
Lyon College 1996 — 2000
BA, Economics
University of York 1999 — 1999
BA, International Business
Non-Traditional Eduction
Northwest Farm Credit Services October 2010 - Present
Bank of America June 2006 - September 2010
Bank of America June 2006 - September 2010
Laird Norton Tyee June 2005 - September 2005
Morgan Keegan and Company June 2000 - September 2004
Regions Investment Company May 1999 - January 2000
Stephen's Inc May 1998 - September 1998
Skills
Portfolio Management, Financial Modeling, Management Consulting, CRM, Commercial Lending, Investments, Relationship Management, Risk Management, Credit, Loans, Banking, Series 7, Corporate Finance, Capital Markets, Finance, Due Diligence, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA, Finance and Accounting
Lyon College 1996 — 2000
BA, Economics
University of York 1999 — 1999
BA, International Business
Non-Traditional Eduction
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
Jessica McNeil Robinson's Stephens Inc. Experience February 2015 - Present
Job Wealth Management Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. February 2015 - Present
Brown, Rogers & Company January 2009 - February 2015
BKD, LLP July 2007 - January 2009
Skills
Economics, Econometrics, Accounting, Financial Reporting, Excel, Financial Analysis, Tax, PowerPoint, Word, Dual Citizenship, Microsoft Excel, Nonprofits, Analysis, General Ledger, Tax Accounting, Microsoft Word
Education
University of Arkansas at Fayetteville 2006 — 2007
Master of Arts (M.A.), Economics
Hendrix College 2005 — 2006
Master of Arts (M.A.), Accounting
Hendrix College 2001 — 2005
Bachelor's degree, Major: Business and Economics, Minor: Political Science, Graduated with Departmental Distinction
Stephens Inc. February 2015 - Present
Brown, Rogers & Company January 2009 - February 2015
BKD, LLP July 2007 - January 2009
Skills
Economics, Econometrics, Accounting, Financial Reporting, Excel, Financial Analysis, Tax, PowerPoint, Word, Dual Citizenship, Microsoft Excel, Nonprofits, Analysis, General Ledger, Tax Accounting, Microsoft Word
Education
University of Arkansas at Fayetteville 2006 — 2007
Master of Arts (M.A.), Economics
Hendrix College 2005 — 2006
Master of Arts (M.A.), Accounting
Hendrix College 2001 — 2005
Bachelor's degree, Major: Business and Economics, Minor: Political Science, Graduated with Departmental Distinction
Harry Fisk's Stephens Inc. Experience August 1996 - September 2001
Job Chief Executive Officer at EnduraCare Acute Care Services, LLC
Industry Health, Wellness and Fitness
Experience
EnduraCare AcuteCare October 2014 - Present
Fieldstone Corporate Finance, LLC January 2007 - October 2014
TherEX, Inc. April 2007 - October 2013
Harpeth Capital, LLC January 2002 - January 2007
Stephens Inc. August 1996 - September 2001
Skills
Mergers, Bankruptcy, Healthcare, Corporate Finance, Valuation, Finance, Financial Services, Management, Leadership, Capital Raising, Due Diligence, Start-ups, Restructuring, Intellectual Property, Private Equity, Contract Negotiation, Commercial Litigation, Mergers & Acquisitions, Corporate Development, Acquisitions, Joint Ventures, Venture Capital, Executive Management, Investment Banking, Business Valuation, Financial Modeling
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1993 — 1996
JD, Law
Hendrix College 1987 — 1991
Bachelor of Arts (B.A.), Business and Economics, Emphasis in Accounting
Sylvan Hills High 1984 — 1987
EnduraCare AcuteCare October 2014 - Present
Fieldstone Corporate Finance, LLC January 2007 - October 2014
TherEX, Inc. April 2007 - October 2013
Harpeth Capital, LLC January 2002 - January 2007
Stephens Inc. August 1996 - September 2001
Skills
Mergers, Bankruptcy, Healthcare, Corporate Finance, Valuation, Finance, Financial Services, Management, Leadership, Capital Raising, Due Diligence, Start-ups, Restructuring, Intellectual Property, Private Equity, Contract Negotiation, Commercial Litigation, Mergers & Acquisitions, Corporate Development, Acquisitions, Joint Ventures, Venture Capital, Executive Management, Investment Banking, Business Valuation, Financial Modeling
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1993 — 1996
JD, Law
Hendrix College 1987 — 1991
Bachelor of Arts (B.A.), Business and Economics, Emphasis in Accounting
Sylvan Hills High 1984 — 1987
Bentley Blackmon's Stephens Inc. Experience February 2003 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. February 2003 - Present
Morgan Stanley May 1995 - February 2003
Education
Ouachita Baptist University 1990 — 1994
Bachelor of Arts (B.A.), Accounting, Business Administration, Economics
Stephens Inc. February 2003 - Present
Morgan Stanley May 1995 - February 2003
Education
Ouachita Baptist University 1990 — 1994
Bachelor of Arts (B.A.), Accounting, Business Administration, Economics
Nicholas Zangler, CFA's Stephens Inc. Experience June 2014 - Present
Job Retail Hardlines Equity Research at Stephens
Industry Financial Services
Roxanne Kolbe's Stephens Inc. Experience June 1995 - November 1997
Job Coowner with Susan Ondack at Auberge on the Vineyard
Industry Hospitality
Experience
Auberge on the Vineyard January 2010 - Present
Inn Matchmakers January 2005 - Present
Keller Williams Realty October 2001 - November 2007
Wells Fargo June 1995 - December 1997
Stephens Inc. June 1995 - November 1997
Education
Northeastern University 1979 — 1981
BS/Finance, Finance, International Business
Metropolitan State University of Denver 1977 — 1978
Political Science
American College of Switzerland 1976 — 1977
General Ed
Auberge on the Vineyard January 2010 - Present
Inn Matchmakers January 2005 - Present
Keller Williams Realty October 2001 - November 2007
Wells Fargo June 1995 - December 1997
Stephens Inc. June 1995 - November 1997
Education
Northeastern University 1979 — 1981
BS/Finance, Finance, International Business
Metropolitan State University of Denver 1977 — 1978
Political Science
American College of Switzerland 1976 — 1977
General Ed
Casey Leach's Stephens Inc. Experience 1998 - 2000
Job Technology Account Executive at Oracle
Industry Computer Software
Experience
Oracle May 2005 - Present
BEA Systems February 2000 - May 2005
Stephens Inc. 1998 - 2000
Skills
Enterprise Software, SaaS, Sales Operations, Oracle, Middleware, Business Intelligence, Solution Selling, Analytics, Databases, Cloud Computing, Sales, CRM, Professional Services, Salesforce.com, Leadership
Education
Louisiana State University 1992 — 1996
Bachelor's Degree, Business
Oracle May 2005 - Present
BEA Systems February 2000 - May 2005
Stephens Inc. 1998 - 2000
Skills
Enterprise Software, SaaS, Sales Operations, Oracle, Middleware, Business Intelligence, Solution Selling, Analytics, Databases, Cloud Computing, Sales, CRM, Professional Services, Salesforce.com, Leadership
Education
Louisiana State University 1992 — 1996
Bachelor's Degree, Business
Don Hakes's Stephens Inc. Experience 1990 - 1993
Job Privateer Energy Partners
Industry Oil & Energy
Experience
Privateer Energy Partners June 2014 - Present
Petrocognate Capital, LLC May 2013 - June 2014
Jersey Partners, LLC 2005 - 2013
NERI, llc, a Liberty Mutual captive company 2007 - 2012
Merrill Lynch 2000 - 2005
BayView Capital (acquired by U.S. Bank) 1995 - 2000
Atlantic Financial Services, Inc. a National Bank of Greece company 1993 - 1997
Stephens Inc. 1990 - 1993
Skills
Structured Finance, Investment Banking, Capital Markets, Finance, Loans, Corporate Finance, Commercial Lending, Valuation, Asset Management, Mortgage Lending, Financial Risk, Investments, Financial Structuring, Private Equity, Executive Management, Portfolio Management, Mergers & Acquisitions
Education
Lehigh University 1983 — 1988
FINANCE Major, SECURITY ANALYSIS Minor
Privateer Energy Partners June 2014 - Present
Petrocognate Capital, LLC May 2013 - June 2014
Jersey Partners, LLC 2005 - 2013
NERI, llc, a Liberty Mutual captive company 2007 - 2012
Merrill Lynch 2000 - 2005
BayView Capital (acquired by U.S. Bank) 1995 - 2000
Atlantic Financial Services, Inc. a National Bank of Greece company 1993 - 1997
Stephens Inc. 1990 - 1993
Skills
Structured Finance, Investment Banking, Capital Markets, Finance, Loans, Corporate Finance, Commercial Lending, Valuation, Asset Management, Mortgage Lending, Financial Risk, Investments, Financial Structuring, Private Equity, Executive Management, Portfolio Management, Mergers & Acquisitions
Education
Lehigh University 1983 — 1988
FINANCE Major, SECURITY ANALYSIS Minor
Gena Givens's Stephens Inc. Experience November 2014 - Present
Job Senior Business Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2014 - Present
Deloitte March 2004 - September 2014
Allegiant Bank April 2002 - March 2004
Arvest Bank August 2000 - April 2002
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Accounting, Financial Analysis, Financial Audits, Enterprise Risk..., External Audit, Financial Reporting
Education
Henderson State University 1995 — 2000
Bachelor of Business Administration, Finance
Stephens Inc. November 2014 - Present
Deloitte March 2004 - September 2014
Allegiant Bank April 2002 - March 2004
Arvest Bank August 2000 - April 2002
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Accounting, Financial Analysis, Financial Audits, Enterprise Risk..., External Audit, Financial Reporting
Education
Henderson State University 1995 — 2000
Bachelor of Business Administration, Finance
Jeremy Welter's Stephens Inc. Experience July 2000 - July 2005
Job Executive Vice President Asset Management
Industry Hospitality
Experience
Ashford Hospitality Trust January 2011 - Present
Remington Hotels August 2005 - December 2010
Stephens Inc. July 2000 - July 2005
Bank of America July 1999 - July 2000
Skills
Asset Management, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Real Estate, Hospitality Industry, Finance, Leadership, Team Building, Mergers, Investments, Forecasting, Financial Reporting
Education
Oklahoma State University 1995 — 1999
Ashford Hospitality Trust January 2011 - Present
Remington Hotels August 2005 - December 2010
Stephens Inc. July 2000 - July 2005
Bank of America July 1999 - July 2000
Skills
Asset Management, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Real Estate, Hospitality Industry, Finance, Leadership, Team Building, Mergers, Investments, Forecasting, Financial Reporting
Education
Oklahoma State University 1995 — 1999
Mickey McFarlin's Stephens Inc. Experience 1999 - Present
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 1999 - Present
Education
Hendrix College 1998 — 1999
MA, Accounting
Stephens Inc. 1999 - Present
Education
Hendrix College 1998 — 1999
MA, Accounting
Deke Mooney's Stephens Inc. Experience May 2006 - April 2007
Job Owner Clean Sweep Services, LLC
Industry Consumer Services
Experience
K&D's Clean Sweep Services, LLC October 2008 - Present
1st Global July 2007 - October 2008
Stephens Inc. May 2006 - April 2007
Simmons First National Bank February 1998 - December 2005
Education
University of Arkansas at Little Rock 1999 — 2004
Ouachita Baptist University 1993 — 1994
Business
K&D's Clean Sweep Services, LLC October 2008 - Present
1st Global July 2007 - October 2008
Stephens Inc. May 2006 - April 2007
Simmons First National Bank February 1998 - December 2005
Education
University of Arkansas at Little Rock 1999 — 2004
Ouachita Baptist University 1993 — 1994
Business
Kevin Sterling's Stephens Inc. Experience April 2005 - July 2009
Job Research Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 2009 - Present
Stephens Inc. April 2005 - July 2009
Federal Reserve Bank of Richmond September 1995 - June 2002
Skills
Asset Managment, Banking, Alternative Investments, Analysis, Asset Management, Bloomberg, Budgets, Business Analysis, Business Development, Business Strategy, Business Valuation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Credit, Credit Analysis, Customer Service, DCF, Data Analysis, Derivatives, Due Diligence, Economics, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Fixed Income, Forecasting, Hedge Funds, Investment Banking, Investments, LBO, Leadership, M, Management, Management Consulting, Market Analysis, Market Research, Mergers, Mergers, Microsoft Excel, Microsoft Office, Negotiation, Portfolio Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1995
MBA, Business Administration
Randolph-Macon College 1989 — 1993
BA, Business & Economics
BB&T Capital Markets July 2009 - Present
Stephens Inc. April 2005 - July 2009
Federal Reserve Bank of Richmond September 1995 - June 2002
Skills
Asset Managment, Banking, Alternative Investments, Analysis, Asset Management, Bloomberg, Budgets, Business Analysis, Business Development, Business Strategy, Business Valuation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Credit, Credit Analysis, Customer Service, DCF, Data Analysis, Derivatives, Due Diligence, Economics, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Fixed Income, Forecasting, Hedge Funds, Investment Banking, Investments, LBO, Leadership, M, Management, Management Consulting, Market Analysis, Market Research, Mergers, Mergers, Microsoft Excel, Microsoft Office, Negotiation, Portfolio Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1995
MBA, Business Administration
Randolph-Macon College 1989 — 1993
BA, Business & Economics
Sanford Dawson's Stephens Inc. Experience 1986 - 1993
Job Analyst
Industry Writing and Editing
Experience
AECOM 2011 - Present
U.S. Embassy Beijing, U.S. State Department 2003 - 2010
Oxbow International Power 1994 - 1998
Stephens Inc. 1986 - 1993
Portman Overseas 1985 - 1986
Skills
Diplomacy, International Relations, Executive Search, International..., Foreign Affairs, Mandarin, Foreign Policy, Politics, Chinese, Writing, Editing, Intercultural..., Negotiation, Linguistics, Executive Coaching, Government, Joint Ventures, Research, Policy Analysis, Management, Translation, National Security, Teaching, Strategic Communications, Qualitative Research, Political Science, Policy, Proposal Writing, Public Speaking, Analysis
Education
University of Texas at Dallas - School of Management 2006 — 2007
Graduate Certificate
Chinese Language and Area Studies School, Foreign Service Institute, U.S. Department of State
IMD Business School
MBA
Nanyang University
National Taiwan University
AECOM 2011 - Present
U.S. Embassy Beijing, U.S. State Department 2003 - 2010
Oxbow International Power 1994 - 1998
Stephens Inc. 1986 - 1993
Portman Overseas 1985 - 1986
Skills
Diplomacy, International Relations, Executive Search, International..., Foreign Affairs, Mandarin, Foreign Policy, Politics, Chinese, Writing, Editing, Intercultural..., Negotiation, Linguistics, Executive Coaching, Government, Joint Ventures, Research, Policy Analysis, Management, Translation, National Security, Teaching, Strategic Communications, Qualitative Research, Political Science, Policy, Proposal Writing, Public Speaking, Analysis
Education
University of Texas at Dallas - School of Management 2006 — 2007
Graduate Certificate
Chinese Language and Area Studies School, Foreign Service Institute, U.S. Department of State
IMD Business School
MBA
Nanyang University
National Taiwan University
Charlie Sides's Stephens Inc. Experience January 2001 - March 2015
Job Managing Director at Stifel, Nicolaus & Company
Industry Investment Banking
Experience
Stifel, Nicolaus & Company March 2015 - Present
Stephens Inc. January 2001 - March 2015
Skills
Bloomberg, Valuation, Credit, Credit Analysis, Analysis, Series 7, Private Equity, Equity Research, Financial Modeling, Investments, Series 63, Finance, Equities, Due Diligence, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Investment Banking, Portfolio Management, Fixed Income, Corporate Finance, Securities
Education
Loyola University New Orleans School of Law 1995 — 1998
Juris Doctor (J.D.)
Louisiana State University 1989 — 1993
Bachelor's Degree
Stifel, Nicolaus & Company March 2015 - Present
Stephens Inc. January 2001 - March 2015
Skills
Bloomberg, Valuation, Credit, Credit Analysis, Analysis, Series 7, Private Equity, Equity Research, Financial Modeling, Investments, Series 63, Finance, Equities, Due Diligence, Risk Management, Mergers & Acquisitions, Financial Analysis, Capital Markets, Investment Banking, Portfolio Management, Fixed Income, Corporate Finance, Securities
Education
Loyola University New Orleans School of Law 1995 — 1998
Juris Doctor (J.D.)
Louisiana State University 1989 — 1993
Bachelor's Degree
Susan Freeze's Stephens Inc. Experience May 2008 - September 2012
Job Administrative Assistant at McFerrin Missionary Baptist Church
Industry Investment Banking
Experience
McFerrin Missionary Baptist Church October 2012 - Present
Stephens Inc. May 2008 - September 2012
SunTrust Robinson Humphrey 1987 - 2007
Skills
Finance, Bonds, Government, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, LBO, Bloomberg, Equities, Corporate Finance
Education
Middle Tennessee State University 1981 — 1985
Bachelor's, Business Administration/Finance
McFerrin Missionary Baptist Church October 2012 - Present
Stephens Inc. May 2008 - September 2012
SunTrust Robinson Humphrey 1987 - 2007
Skills
Finance, Bonds, Government, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, LBO, Bloomberg, Equities, Corporate Finance
Education
Middle Tennessee State University 1981 — 1985
Bachelor's, Business Administration/Finance
Brian Hawthorne's Stephens Inc. Experience March 2014 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Stephens Inc. March 2014 - Present
IU Foundation June 2013 - March 2014
Solo Cup Company December 2010 - August 2012
Cadbury plc. 2010 - 2010
Cadbury 2008 - 2010
American Plastic Toys 2008 - 2008
Skills
Cross-functional Team..., Manufacturing, Six Sigma, SAP, Packaging, Product Development, Supply Chain, Lean Manufacturing, Consumer Products, Pricing, Supply Chain Management, Process Improvement, Continuous Improvement, FMCG, Business Strategy, Forecasting, Strategic Planning, Strategic Sourcing, Analysis, Data Analysis, Financial Modeling, Competitive Analysis, Strategy, Financial Analysis
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Accounting
Michigan State University 2003 — 2007
Bachelor of Science (BS), Packaging
Northville HIgh School
Stephens Inc. March 2014 - Present
IU Foundation June 2013 - March 2014
Solo Cup Company December 2010 - August 2012
Cadbury plc. 2010 - 2010
Cadbury 2008 - 2010
American Plastic Toys 2008 - 2008
Skills
Cross-functional Team..., Manufacturing, Six Sigma, SAP, Packaging, Product Development, Supply Chain, Lean Manufacturing, Consumer Products, Pricing, Supply Chain Management, Process Improvement, Continuous Improvement, FMCG, Business Strategy, Forecasting, Strategic Planning, Strategic Sourcing, Analysis, Data Analysis, Financial Modeling, Competitive Analysis, Strategy, Financial Analysis
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Accounting
Michigan State University 2003 — 2007
Bachelor of Science (BS), Packaging
Northville HIgh School
Ken Killian's Stephens Inc. Experience October 1998 - October 2000
Job Senior Account Manager at Thru
Industry Information Technology and Services
Experience
Thru January 2015 - Present
PayTap - Shared Payments June 2012 - January 2015
The Benchmark Company July 2009 - April 2012
Sanders Morris Harris December 2005 - September 2008
Southwest Securities December 2000 - April 2004
Stephens Inc. October 1998 - October 2000
Rauscher Pierce Refsnes 1991 - 1998
Skills
Series 7, Series 63, Equities, Securities, Investments, Hedge Funds, Capital Markets, Equity Trading, Bloomberg, Venture Capital, Private Equity, Alternative Investments, Asset Management, Asset Managment, Wealth Management, FINRA, Portfolio Management, Electronic Trading, Trading Systems, Financial Services, Risk Management, Fixed Income, Investment Advisory, Options, Corporate Finance, ETFs, Financial Markets, Series 24
Education
Miami University 1976 — 1980
B.S., Finance
Thru January 2015 - Present
PayTap - Shared Payments June 2012 - January 2015
The Benchmark Company July 2009 - April 2012
Sanders Morris Harris December 2005 - September 2008
Southwest Securities December 2000 - April 2004
Stephens Inc. October 1998 - October 2000
Rauscher Pierce Refsnes 1991 - 1998
Skills
Series 7, Series 63, Equities, Securities, Investments, Hedge Funds, Capital Markets, Equity Trading, Bloomberg, Venture Capital, Private Equity, Alternative Investments, Asset Management, Asset Managment, Wealth Management, FINRA, Portfolio Management, Electronic Trading, Trading Systems, Financial Services, Risk Management, Fixed Income, Investment Advisory, Options, Corporate Finance, ETFs, Financial Markets, Series 24
Education
Miami University 1976 — 1980
B.S., Finance
Alexei Zykov's Stephens Inc. Experience March 2015 - Present
Job Vice President, Consumer Group at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
David Bubas's Stephens Inc. Experience June 1998 - July 2001
Job VP at FIG Partners, LLC
Industry Capital Markets
Experience
FIG Partners April 2015 - Present
DISCERN July 2009 - March 2015
Noble Financial Group December 2007 - June 2008
PalmWest Capital Management January 2004 - December 2007
Southwest Securities July 2001 - January 2004
Stephens Inc. June 1998 - July 2001
RBC Dain Rauscher March 1993 - May 1998
Skills
Hedge Funds, Investments, Strategy, Capital Markets, Portfolio Management, Securities, Equities, Mutual Funds, Series 7, Management, Asset Management, Institutional Investors, Alternative Investments, Investment Management, Bloomberg, Series 63, Long/Short Equity, Trading, Series 65, New Business Development, Team Building, Strategic Planning, Negotiation, Equity Research, Financial Analysis
Education
Indiana University Bloomington
FIG Partners April 2015 - Present
DISCERN July 2009 - March 2015
Noble Financial Group December 2007 - June 2008
PalmWest Capital Management January 2004 - December 2007
Southwest Securities July 2001 - January 2004
Stephens Inc. June 1998 - July 2001
RBC Dain Rauscher March 1993 - May 1998
Skills
Hedge Funds, Investments, Strategy, Capital Markets, Portfolio Management, Securities, Equities, Mutual Funds, Series 7, Management, Asset Management, Institutional Investors, Alternative Investments, Investment Management, Bloomberg, Series 63, Long/Short Equity, Trading, Series 65, New Business Development, Team Building, Strategic Planning, Negotiation, Equity Research, Financial Analysis
Education
Indiana University Bloomington
Bridget Dunn's Stephens Inc. Experience February 2010 - September 2012
Job Executive Assistant
Industry Financial Services
Experience
On assignment through Beacon Hill Staffing Group March 2015 - Present
Stephens Inc. February 2010 - September 2012
FIA May 2008 - April 2009
Education
Indiana University—Purdue University Fort Wayne
Bachelor of Arts (B.A.), Theatre/Theater
On assignment through Beacon Hill Staffing Group March 2015 - Present
Stephens Inc. February 2010 - September 2012
FIA May 2008 - April 2009
Education
Indiana University—Purdue University Fort Wayne
Bachelor of Arts (B.A.), Theatre/Theater
Michael Hightower's Stephens Inc. Experience January 1997 - May 2010
Job Manager of Networking and Security at Talisys
Industry Financial Services
Experience
Talisys July 2014 - Present
CSS Hosted Solutions May 2010 - December 2013
Stephens Inc January 1997 - May 2010
Skills
Networking, Vendor Management, Microsoft SQL Server, Analysis, IT Strategy, Requirements Analysis, Software Project..., Management, Agile Methodologies, Disaster Recovery, SQL, SDLC, Process Improvement
Education
Northwestern State University 1992 — 1996
Bachelors, Information Systems
Talisys July 2014 - Present
CSS Hosted Solutions May 2010 - December 2013
Stephens Inc January 1997 - May 2010
Skills
Networking, Vendor Management, Microsoft SQL Server, Analysis, IT Strategy, Requirements Analysis, Software Project..., Management, Agile Methodologies, Disaster Recovery, SQL, SDLC, Process Improvement
Education
Northwestern State University 1992 — 1996
Bachelors, Information Systems
Elizabeth (Hobbs) Lance's Stephens Inc. Experience August 2000 - December 2007
Job Corporate Trust Officer at Regions Bank
Industry Banking
Experience
Regions Bank January 2008 - Present
Stephens Inc. August 2000 - December 2007
ICG Link, Inc. May 1999 - July 2000
Credit Bureau of Nashville - CIC Credit June 1990 - May 1999
Skills
Commercial Lending
Education
Haslam College of Business at the University of Tennessee 1985 — 1989
BA, Finance
Regions Bank January 2008 - Present
Stephens Inc. August 2000 - December 2007
ICG Link, Inc. May 1999 - July 2000
Credit Bureau of Nashville - CIC Credit June 1990 - May 1999
Skills
Commercial Lending
Education
Haslam College of Business at the University of Tennessee 1985 — 1989
BA, Finance
Pamela Mobley's Stephens Inc. Experience 1991 - 1993
Job President and CEO at The RSI Group
Industry Financial Services
Experience
The RSI Group August 2014 - Present
Loop Capital Markets January 2012 - July 2014
Grigsby & Associates February 2011 - January 2012
TKG & Associates March 2009 - January 2011
Samuel A. Ramirez & Co., Inc. October 2007 - February 2009
Siebert Brandford Shank & Co., LLC February 1997 - October 2007
Stephens Inc. 1991 - 1993
Skills
Bonds, Financial Modeling, Capital Markets, Fixed Income, Investment Banking, Due Diligence, Credit Analysis, Investments, Structured Finance, Private Equity, Equities, Strategic Financial..., Securities, Series 7, Asset Management, Mergers & Acquisitions, Valuation, Portfolio Management, Bloomberg, Finance, Project Finance, Hedge Funds, Financial Structuring, Alternative Investments
Education
Hendrix College 1988 — 1992
B.A., Economics
The RSI Group August 2014 - Present
Loop Capital Markets January 2012 - July 2014
Grigsby & Associates February 2011 - January 2012
TKG & Associates March 2009 - January 2011
Samuel A. Ramirez & Co., Inc. October 2007 - February 2009
Siebert Brandford Shank & Co., LLC February 1997 - October 2007
Stephens Inc. 1991 - 1993
Skills
Bonds, Financial Modeling, Capital Markets, Fixed Income, Investment Banking, Due Diligence, Credit Analysis, Investments, Structured Finance, Private Equity, Equities, Strategic Financial..., Securities, Series 7, Asset Management, Mergers & Acquisitions, Valuation, Portfolio Management, Bloomberg, Finance, Project Finance, Hedge Funds, Financial Structuring, Alternative Investments
Education
Hendrix College 1988 — 1992
B.A., Economics
Chad Whisenant's Stephens Inc. Experience 1999 - 2002
Job IT Leader driving business growth and transformation through technology innovation
Industry Information Technology and Services
Experience
Glacier Consulting, LLC May 2012 - Present
People to People Ambassador Programs November 2009 - June 2012
University of Houston, C.T Bauer College of Business January 2009 - December 2009
Verizon Wireless January 2006 - December 2008
Fidelity Information Services January 2002 - December 2006
Stephens Inc. 1999 - 2002
Arkansas Game and Fish Commission 1998 - 1999
United States Air Force 1992 - 1998
Skills
Business Intelligence, CRM, ITIL, Leadership, Organizational..., Strategy, Contract Negotiation, Business Analysis, Process Improvement, Vendor Management, SDLC, IT Strategy, Project Management, Strategic Planning, Program Management, IT Management, Telecommunications, Team Leadership, Disaster Recovery, Business Process..., Outsourcing, Enterprise Architecture, Enterprise Software, Business Process, SharePoint, Management, Project Portfolio..., Governance, Software Development, Business Development, Consulting, Professional Services, Data Center, Salesforce.com, Business Strategy, Cloud Computing, Risk Management, Integration, Executive Management, SaaS, PMP, Software Project..., ERP, Information Technology, IT Operations, Team Building, Quality Assurance, Cross-functional Team...
Education
Park University
Bachelor of Science, Management Information Systems
Park University
Master of Business Administration, Concentration in Management Information Systems
Glacier Consulting, LLC May 2012 - Present
People to People Ambassador Programs November 2009 - June 2012
University of Houston, C.T Bauer College of Business January 2009 - December 2009
Verizon Wireless January 2006 - December 2008
Fidelity Information Services January 2002 - December 2006
Stephens Inc. 1999 - 2002
Arkansas Game and Fish Commission 1998 - 1999
United States Air Force 1992 - 1998
Skills
Business Intelligence, CRM, ITIL, Leadership, Organizational..., Strategy, Contract Negotiation, Business Analysis, Process Improvement, Vendor Management, SDLC, IT Strategy, Project Management, Strategic Planning, Program Management, IT Management, Telecommunications, Team Leadership, Disaster Recovery, Business Process..., Outsourcing, Enterprise Architecture, Enterprise Software, Business Process, SharePoint, Management, Project Portfolio..., Governance, Software Development, Business Development, Consulting, Professional Services, Data Center, Salesforce.com, Business Strategy, Cloud Computing, Risk Management, Integration, Executive Management, SaaS, PMP, Software Project..., ERP, Information Technology, IT Operations, Team Building, Quality Assurance, Cross-functional Team...
Education
Park University
Bachelor of Science, Management Information Systems
Park University
Master of Business Administration, Concentration in Management Information Systems
Chris Triggs's Stephens Inc. Experience April 2014 - Present
Job Senior Vice President at Stephens Inc.
Industry Insurance
Experience
Stephens Inc. April 2014 - Present
Tropical Shipping June 2009 - March 2014
JM Family Enterprises November 2002 - April 2009
Kaiser Aluminum & Chemical Corporation November 2000 - November 2002
Southdown,Inc. September 1991 - November 2000
Enclean, Inc September 1989 - September 1991
Reading & Bates Corporation July 1981 - September 1989
Skills
Organizational..., Innovative Problem..., Collaborative, Risk Management, Insurance, Alternative Risk..., Litigation Management, Mass Torts, Complex Claim Management, Mergers, Divestitures, Transportation and..., Heavy Manufacturing, Energy, Distribution, Mergers & Acquisitions, Leadership, Management, Negotiation, Manufacturing, Due Diligence, Finance, Program Management, Process Improvement, Risk Financing, Enterprise Risk..., Logistics, Analysis, Class Actions, Financial Risk, Risk Assessment, Property & Casualty..., Employee Benefits, Contract Management, Underwriting
Education
Houston Baptist University - College of Business and Economics
MBA, Business
Saint Bonaventure University
BA, Social Science, Business Adminisatration
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate, Strategic Thinking & Managment
Stephens Inc. April 2014 - Present
Tropical Shipping June 2009 - March 2014
JM Family Enterprises November 2002 - April 2009
Kaiser Aluminum & Chemical Corporation November 2000 - November 2002
Southdown,Inc. September 1991 - November 2000
Enclean, Inc September 1989 - September 1991
Reading & Bates Corporation July 1981 - September 1989
Skills
Organizational..., Innovative Problem..., Collaborative, Risk Management, Insurance, Alternative Risk..., Litigation Management, Mass Torts, Complex Claim Management, Mergers, Divestitures, Transportation and..., Heavy Manufacturing, Energy, Distribution, Mergers & Acquisitions, Leadership, Management, Negotiation, Manufacturing, Due Diligence, Finance, Program Management, Process Improvement, Risk Financing, Enterprise Risk..., Logistics, Analysis, Class Actions, Financial Risk, Risk Assessment, Property & Casualty..., Employee Benefits, Contract Management, Underwriting
Education
Houston Baptist University - College of Business and Economics
MBA, Business
Saint Bonaventure University
BA, Social Science, Business Adminisatration
University of Pennsylvania - The Wharton School 2007 — 2007
Certificate, Strategic Thinking & Managment
Mindy Looney's Stephens Inc. Experience June 2005 - May 2006
Job Fiscal Support Manager at Ark Department of Education
Industry Government Administration
Experience
Ark Department of Education May 2012 - Present
Arkansas Teacher Retirement System June 2005 - May 2012
Stephens Inc. June 2005 - May 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, General Ledger, Sarbanes-Oxley Act, Fixed Assets, GAAP, Variance Analysis, Internal Controls, Account Reconciliation, Accruals, Financial Statements, Financial Reporting, Accounts Payable, Revenue Recognition, Consolidation, Cost Accounting, Great Plains Software, US GAAP, Accounts Receivable
Education
Mississippi College 1981 — 1985
Bachelor of Science (BS), Computer Science
Ark Department of Education May 2012 - Present
Arkansas Teacher Retirement System June 2005 - May 2012
Stephens Inc. June 2005 - May 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, General Ledger, Sarbanes-Oxley Act, Fixed Assets, GAAP, Variance Analysis, Internal Controls, Account Reconciliation, Accruals, Financial Statements, Financial Reporting, Accounts Payable, Revenue Recognition, Consolidation, Cost Accounting, Great Plains Software, US GAAP, Accounts Receivable
Education
Mississippi College 1981 — 1985
Bachelor of Science (BS), Computer Science
Matt Kentner's Stephens Inc. Experience July 2006 - Present
Job VP at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2006 - Present
Deloitte & Touche September 1997 - June 2006
Education
Hendrix College 1993 — 1997
B.A., Accounting
Benton High School 1990 — 1993
Stephens Inc. July 2006 - Present
Deloitte & Touche September 1997 - June 2006
Education
Hendrix College 1993 — 1997
B.A., Accounting
Benton High School 1990 — 1993
Daniel Krause's Stephens Inc. Experience April 1993 - February 1995
Job Counterpoint Mutual Funds, LLC
Industry Financial Services
Experience
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Jonathan Deng's Stephens Inc. Experience July 2015 - Present
Job Equity Research Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2015 - Present
Paraclae, LLC March 2014 - July 2014
Lawndale Capital Management June 2012 - August 2012
FAME Student Investment Fund December 2009 - June 2012
Dunlap Equity Management February 2011 - September 2011
Financial Analysis and Management Education June 2009 - June 2010
Economics Student Assocaition January 2009 - October 2009
Skills
Investments, Valuation, Finance, Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Equity Research, Data Analysis, Management, Asset Management, Hedge Funds, Microsoft Excel, PowerPoint
Education
Vanderbilt University 2014 — 2015
Master of Science (M.S.), Finance
San Francisco State University 2008 — 2012
BA, Economics
CFA Institute
CFA Level II Candidate
University of California, Berkeley
Stephens Inc. July 2015 - Present
Paraclae, LLC March 2014 - July 2014
Lawndale Capital Management June 2012 - August 2012
FAME Student Investment Fund December 2009 - June 2012
Dunlap Equity Management February 2011 - September 2011
Financial Analysis and Management Education June 2009 - June 2010
Economics Student Assocaition January 2009 - October 2009
Skills
Investments, Valuation, Finance, Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Equity Research, Data Analysis, Management, Asset Management, Hedge Funds, Microsoft Excel, PowerPoint
Education
Vanderbilt University 2014 — 2015
Master of Science (M.S.), Finance
San Francisco State University 2008 — 2012
BA, Economics
CFA Institute
CFA Level II Candidate
University of California, Berkeley
William Burchfield's Stephens Inc. Experience November 2013 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
Matt Wahl, CFA, CFP(R), CPA's Stephens Inc. Experience 2000 - 2004
Job Portfolio Manager at BKD Wealth Advisors
Industry Investment Management
Experience
BKD Wealth Advisors June 2008 - Present
Morgan Asset Management 2004 - 2008
Stephens Inc 2000 - 2004
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, Asset Allocation, Chartered Financial..., Wealth Management
Education
University of Arkansas at Little Rock 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Hendrix College 1994 — 1998
Economics
BKD Wealth Advisors June 2008 - Present
Morgan Asset Management 2004 - 2008
Stephens Inc 2000 - 2004
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, Asset Allocation, Chartered Financial..., Wealth Management
Education
University of Arkansas at Little Rock 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Hendrix College 1994 — 1998
Economics
Bobby Whitfield's Stephens Inc. Experience February 1990 - Present
Job SVP Insurance at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. February 1990 - Present
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Bloomberg, Corporate Finance, Private Equity, Fixed Income, Equity Research, Series 7, Investments
Education
Purdue University
Louisiana State University
University of Arkansas
University of Arkansas at Little Rock
North Little Rock High School
Stephens Inc. February 1990 - Present
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Bloomberg, Corporate Finance, Private Equity, Fixed Income, Equity Research, Series 7, Investments
Education
Purdue University
Louisiana State University
University of Arkansas
University of Arkansas at Little Rock
North Little Rock High School
Avery Martin's Stephens Inc. Experience May 2013 - May 2014
Job Senior Vice President at Clearview Trading Advisors
Industry Financial Services
Experience
Clearview Trading Advisors July 2014 - September 2015
Stephens Inc. May 2013 - May 2014
Tejas Securities Group, Inc. March 2010 - May 2013
RBC Capital Markets March 2003 - January 2010
Salomon Smith Barney (Citigroup Global Markets) March 2000 - March 2003
Skills
Structured Products, Fixed Income, Capital Markets, Structured Finance, Investments, Equities, Bloomberg, Hedge Funds
Education
Shippensburg University of Pennsylvania 1994 — 1998
B.S., Public Administration/Labor Relations
Clearview Trading Advisors July 2014 - September 2015
Stephens Inc. May 2013 - May 2014
Tejas Securities Group, Inc. March 2010 - May 2013
RBC Capital Markets March 2003 - January 2010
Salomon Smith Barney (Citigroup Global Markets) March 2000 - March 2003
Skills
Structured Products, Fixed Income, Capital Markets, Structured Finance, Investments, Equities, Bloomberg, Hedge Funds
Education
Shippensburg University of Pennsylvania 1994 — 1998
B.S., Public Administration/Labor Relations
Greg Frascogna's Stephens Inc. Experience May 2010 - Present
Job Senior VicePresident & Branch Manager at Stephens, Inc.
Industry Financial Services
Experience
Stephens Inc. May 2010 - Present
Smith Barney August 1986 - May 2010
Skills
Mergers, Equities, Investments, Financial Planning, Accounting, Wealth Management, Asset Management, Fixed Income, Series 65, Asset Managment, Strategic Financial..., Series 63, FINRA
Education
Wake Forest University
Stephens University
Millsaps College 1980 — 1981
MBA, Finance
Millsaps College 1969 — 1973
B.A., Accounting
Stephens Inc. May 2010 - Present
Smith Barney August 1986 - May 2010
Skills
Mergers, Equities, Investments, Financial Planning, Accounting, Wealth Management, Asset Management, Fixed Income, Series 65, Asset Managment, Strategic Financial..., Series 63, FINRA
Education
Wake Forest University
Stephens University
Millsaps College 1980 — 1981
MBA, Finance
Millsaps College 1969 — 1973
B.A., Accounting
Ben Sivertson's Stephens Inc. Experience August 2009 - May 2010
Job Assistant Controller Operations ; 608.604.6480
Industry Food Production
Experience
Rembrandt Foods September 2014 - Present
FMC Technologies September 2013 - September 2014
Schreiber Foods August 2013 - September 2013
Schreiber Foods August 2012 - September 2013
PACCAR November 2011 - August 2012
Robert Half Finance & Accounting May 2011 - October 2011
Summit Bank August 2010 - May 2011
Avondale Partners June 2010 - August 2010
Stephens Inc. August 2009 - May 2010
Student Managed Investment Fund (SMIF) January 2009 - May 2010
Education
Minnesota State University, Mankato 2015 — 2015
Master of Business Administration (M.B.A.), Economics
Henderson State University 2009 — 2015
MBA, Finance and Investments
Henderson State University 2007 — 2009
BBA, Accounting
Rembrandt Foods September 2014 - Present
FMC Technologies September 2013 - September 2014
Schreiber Foods August 2013 - September 2013
Schreiber Foods August 2012 - September 2013
PACCAR November 2011 - August 2012
Robert Half Finance & Accounting May 2011 - October 2011
Summit Bank August 2010 - May 2011
Avondale Partners June 2010 - August 2010
Stephens Inc. August 2009 - May 2010
Student Managed Investment Fund (SMIF) January 2009 - May 2010
Education
Minnesota State University, Mankato 2015 — 2015
Master of Business Administration (M.B.A.), Economics
Henderson State University 2009 — 2015
MBA, Finance and Investments
Henderson State University 2007 — 2009
BBA, Accounting
Ryan O'Brien's Stephens Inc. Experience August 2010 - February 2015
Job Director of Capital & Strategy at Blackriver LLC
Industry Oil & Energy
Experience
Blackriver LLC February 2015 - Present
Stephens Inc. August 2010 - February 2015
KeyBanc Capital Markets 2007 - 2010
Education
Ohio University 2003 — 2007
Bachelor's Degree, Finance
Blackriver LLC February 2015 - Present
Stephens Inc. August 2010 - February 2015
KeyBanc Capital Markets 2007 - 2010
Education
Ohio University 2003 — 2007
Bachelor's Degree, Finance
Jeff McMahon's Stephens Inc. Experience November 2011 - October 2014
Job Vice President at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC May 2015 - Present
SMH Records October 2014 - March 2015
Statesville Medical Management Services, LLC October 2014 - March 2015
Stephens Inc. November 2011 - October 2014
Harris Williams & Co. October 2009 - August 2011
Stifel Nicolaus & Company, Incorporated 2007 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Capital Markets, Finance, Investments
Education
Harvard University 2015 — 2017
Master of Arts (M.A.), Finance, General
Penn State University 2003 — 2007
BS, Finance
Ernst & Young Capital Advisors, LLC May 2015 - Present
SMH Records October 2014 - March 2015
Statesville Medical Management Services, LLC October 2014 - March 2015
Stephens Inc. November 2011 - October 2014
Harris Williams & Co. October 2009 - August 2011
Stifel Nicolaus & Company, Incorporated 2007 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Capital Markets, Finance, Investments
Education
Harvard University 2015 — 2017
Master of Arts (M.A.), Finance, General
Penn State University 2003 — 2007
BS, Finance
Nanci Fiske's Stephens Inc. Experience July 2008 - Present
Job Registered Sales Assistant at Stephens.com
Industry Investment Banking
Experience
Stephens.com July 2008 - Present
Stephens, Inc July 2008 - Present
Stephens Inc July 2008 - Present
Business BankerJP Morgan Chase November 2006 - July 2008
JPM Chase October 2006 - July 2008
Dallas / Houston January 2001 - November 2006
Norwest March 1999 - January 2002
Norwest Mtg January 1999 - January 2001
Home Loan Corp February 1997 - March 1999
UWExpanded Mtg January 1997 - January 1999
Education
San Francisco State University 1978 — 1980
BA, English
University of St. Thomas (TX) 1976 — 1978
Art History, Humanities
San Francisco State University
University of St. ThomasArt
Stephens.com July 2008 - Present
Stephens, Inc July 2008 - Present
Stephens Inc July 2008 - Present
Business BankerJP Morgan Chase November 2006 - July 2008
JPM Chase October 2006 - July 2008
Dallas / Houston January 2001 - November 2006
Norwest March 1999 - January 2002
Norwest Mtg January 1999 - January 2001
Home Loan Corp February 1997 - March 1999
UWExpanded Mtg January 1997 - January 1999
Education
San Francisco State University 1978 — 1980
BA, English
University of St. Thomas (TX) 1976 — 1978
Art History, Humanities
San Francisco State University
University of St. ThomasArt
Matthew Bates's Stephens Inc. Experience July 2008 - July 2010
Job Vice President at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2015 - Present
Wind Point Partners June 2014 - September 2014
H.I.G. Capital July 2010 - July 2013
Stephens Inc. July 2008 - July 2010
Skills
LBO, Private Equity, Corporate Development, Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Venture Capital
Education
Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Florida
B.S., Finance, summa cum laude
Wesleyan
High School
H.I.G. Capital July 2015 - Present
Wind Point Partners June 2014 - September 2014
H.I.G. Capital July 2010 - July 2013
Stephens Inc. July 2008 - July 2010
Skills
LBO, Private Equity, Corporate Development, Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Venture Capital
Education
Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Florida
B.S., Finance, summa cum laude
Wesleyan
High School
Jeremy A. Corley's Stephens Inc. Experience September 2005 - December 2011
Job Legal Department at Workers Defense Project
Industry Law Practice
Experience
Workers Defense Project January 2015 - Present
SMU Civil Clinic January 2014 - May 2014
Lynch Law Firm October 2012 - May 2014
U.S. Equal Employment Opportunity Commission August 2013 - November 2013
Office of the Solicitor, U.S. Department of Labor July 2013 - August 2013
U.S. Merit Systems Protection Board May 2013 - July 2013
Dallas County Probate Investigations Office June 2012 - August 2012
Stephens Inc. September 2005 - December 2011
Education
Southern Methodist University 2010 — 2014
Juris Doctor, Law
University of Texas at Austin 1994 — 1998
Bachelor's degree, Journalism
Garland High School
Workers Defense Project January 2015 - Present
SMU Civil Clinic January 2014 - May 2014
Lynch Law Firm October 2012 - May 2014
U.S. Equal Employment Opportunity Commission August 2013 - November 2013
Office of the Solicitor, U.S. Department of Labor July 2013 - August 2013
U.S. Merit Systems Protection Board May 2013 - July 2013
Dallas County Probate Investigations Office June 2012 - August 2012
Stephens Inc. September 2005 - December 2011
Education
Southern Methodist University 2010 — 2014
Juris Doctor, Law
University of Texas at Austin 1994 — 1998
Bachelor's degree, Journalism
Garland High School
Ron Pyle's Stephens Inc. Experience August 1977 - August 2005
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. August 2005 - Present
Stephens Inc. August 1977 - August 2005
Skills
Securities, Equities, Fixed Income, Bloomberg, Series 7, Investment Banking, Capital Markets, Bonds, Investments, Valuation, Financial Markets, Financial Modeling, Portfolio Management, Trading
Education
Hendrix College 1959 — 1962
Business & Economics, Economics
University of Notre Dame
Raymond James Financial Inc. August 2005 - Present
Stephens Inc. August 1977 - August 2005
Skills
Securities, Equities, Fixed Income, Bloomberg, Series 7, Investment Banking, Capital Markets, Bonds, Investments, Valuation, Financial Markets, Financial Modeling, Portfolio Management, Trading
Education
Hendrix College 1959 — 1962
Business & Economics, Economics
University of Notre Dame
Twanna Tolbert's Stephens Inc. Experience October 2002 - May 2009
Job Administrative Specialist at UAMS KIDS FIRST
Industry Executive Office
Experience
Premier Staffing August 2011 - December 2011
Spherion Staffing February 2011 - July 2011
Frazer, Ltd November 2010 - February 2011
World Ready C Learning Centers, Inc May 2010 - August 2010
Around the Clock Child Development Center May 2009 - March 2010
Stephens Inc October 2002 - May 2009
Muscular Dystrophy AssociationDistrict Office March 2002 - August 2002
The Men’s Wearhouse September 2001 - January 2002
Education
Pulaski Technical College
Associate of Arts
Premier Staffing August 2011 - December 2011
Spherion Staffing February 2011 - July 2011
Frazer, Ltd November 2010 - February 2011
World Ready C Learning Centers, Inc May 2010 - August 2010
Around the Clock Child Development Center May 2009 - March 2010
Stephens Inc October 2002 - May 2009
Muscular Dystrophy AssociationDistrict Office March 2002 - August 2002
The Men’s Wearhouse September 2001 - January 2002
Education
Pulaski Technical College
Associate of Arts
Thomas McCain's Stephens Inc. Experience February 1985 - May 1999
Job Sr Vice President Simmons First Capital Management
Industry Financial Services
Experience
Metropolitan National Bank November 2007 - Present
Mountain Valley Spring Co. May 1999 - July 2007
Stephens Inc. February 1985 - May 1999
Skills
Portfolio Management, Investments, Credit, Risk Management, Credit Analysis, Estate Planning, Retirement Planning, Business Analysis, Business Development, Investment Banking, Nonprofits, Employee Relations, Social Networking
Education
Southern Methodist University 1978 — 1980
Geology/Earth Science, General
University of Arkansas at Fayetteville
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Metropolitan National Bank November 2007 - Present
Mountain Valley Spring Co. May 1999 - July 2007
Stephens Inc. February 1985 - May 1999
Skills
Portfolio Management, Investments, Credit, Risk Management, Credit Analysis, Estate Planning, Retirement Planning, Business Analysis, Business Development, Investment Banking, Nonprofits, Employee Relations, Social Networking
Education
Southern Methodist University 1978 — 1980
Geology/Earth Science, General
University of Arkansas at Fayetteville
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Marquette Haynes's Stephens Inc. Experience November 2010 - September 2013
Job Sr. Executive Assistant/SE Area Tax Practice
Industry Accounting
Experience
Ernst & Young, LLP September 2013 - Present
Stephens Inc. November 2010 - September 2013
Regions Real Estate Capital Markets September 2007 - January 2009
SunTrust Robinson Humphrey August 2006 - August 2007
Adage Capital Management, LP July 1998 - June 2006
Harvard Management Company 1998 - 2001
Skills
Outlook, PowerPoint, Word, Excel, Administrative Support, Administrative..., Office Management, Training
Education
Northeastern University 2002 — 2004
Finance/Communication
Ernst & Young, LLP September 2013 - Present
Stephens Inc. November 2010 - September 2013
Regions Real Estate Capital Markets September 2007 - January 2009
SunTrust Robinson Humphrey August 2006 - August 2007
Adage Capital Management, LP July 1998 - June 2006
Harvard Management Company 1998 - 2001
Skills
Outlook, PowerPoint, Word, Excel, Administrative Support, Administrative..., Office Management, Training
Education
Northeastern University 2002 — 2004
Finance/Communication
Will Fletcher's Stephens Inc. Experience June 2009 - July 2011
Job Vice President at Latticework Capital Management
Industry Venture Capital & Private Equity
Experience
Latticework Capital Management January 2015 - Present
American Capital April 2012 - December 2014
Stephens Inc. June 2009 - July 2011
Wingate Partners May 2008 - August 2008
Forest Hill Capital May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Spanish
Latticework Capital Management January 2015 - Present
American Capital April 2012 - December 2014
Stephens Inc. June 2009 - July 2011
Wingate Partners May 2008 - August 2008
Forest Hill Capital May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Spanish
Bill Bakos's Stephens Inc. Experience 2012 - 2012
Job Business Operations Bakos Investment Management
Industry Investment Management
Experience
Bakos Investment Management 2013 - Present
Stephens Inc. 2012 - 2012
JPMorgan Chase 2007 - 2012
Investors Bank & Trust 2006 - 2007
Skills
Equities, ETFs, Mutual Funds, Bloomberg, Trading, Investments, Financial Planning, Investment Management, Financial Markets, Morningstar, FACTSET, Street Account, IDC
Education
Marietta College 2002 — 2006
BA, Management, Finance
Framingham High School 1998 — 2002
Bakos Investment Management 2013 - Present
Stephens Inc. 2012 - 2012
JPMorgan Chase 2007 - 2012
Investors Bank & Trust 2006 - 2007
Skills
Equities, ETFs, Mutual Funds, Bloomberg, Trading, Investments, Financial Planning, Investment Management, Financial Markets, Morningstar, FACTSET, Street Account, IDC
Education
Marietta College 2002 — 2006
BA, Management, Finance
Framingham High School 1998 — 2002
Tim McMennamy's Stephens Inc. Experience 1996 - 1997
Job President, COO at Innerplan Office Interiors
Industry Furniture
Experience
Innerplan Office Interiors February 2015 - Present
Innerplan Office Interiors 2009 - Present
CFO Network 2008 - 2009
Technisource 2007 - 2007
Herrington, Inc. 2004 - 2007
ALLTEL Information Systems 1997 - 2003
Stephens Inc. 1996 - 1997
Wedbush Morgan Securities 1995 - 1996
Morgan Keegan 1993 - 1995
Skills
New Business Development, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Contract Negotiation, Acquisition Integration, B2B, Business Development, Business Strategy, Account Management, Budgets, Strategy, Executive Management, Selling, Start-ups, Investment Banking, Financial Analysis, Finance, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Sales
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economics
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Finance
Innerplan Office Interiors February 2015 - Present
Innerplan Office Interiors 2009 - Present
CFO Network 2008 - 2009
Technisource 2007 - 2007
Herrington, Inc. 2004 - 2007
ALLTEL Information Systems 1997 - 2003
Stephens Inc. 1996 - 1997
Wedbush Morgan Securities 1995 - 1996
Morgan Keegan 1993 - 1995
Skills
New Business Development, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Contract Negotiation, Acquisition Integration, B2B, Business Development, Business Strategy, Account Management, Budgets, Strategy, Executive Management, Selling, Start-ups, Investment Banking, Financial Analysis, Finance, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Sales
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economics
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Finance
Nick Hiller's Stephens Inc. Experience June 2012 - December 2012
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
Stephens Inc. June 2012 - December 2012
Broadview Advisors LLC March 2010 - June 2012
Skills
Equity Research, Factset, Microsoft Excel, Equities, Investments, Financial Modeling, Valuation
Education
Marquette University 2008 — 2012
Bachelor, Finance
William Blair & Company April 2013 - Present
Stephens Inc. June 2012 - December 2012
Broadview Advisors LLC March 2010 - June 2012
Skills
Equity Research, Factset, Microsoft Excel, Equities, Investments, Financial Modeling, Valuation
Education
Marquette University 2008 — 2012
Bachelor, Finance
Gretchen Teagarden's Stephens Inc. Experience 1994 - 1998
Job
Industry Market Research
Experience
Pioneer Research Group January 2006 - Present
Southern Methodist University January 2003 - December 2005
Citi 2000 - 2002
Thomas Weisel Partners 1999 - 2000
JC Bradford 1999 - 1999
SoftBank Capital 1998 - 1998
Stephens Inc. 1994 - 1998
PwC 1993 - 1994
Skills
Venture Capital
Education
Southern Methodist University 1990 — 1993
BSBA, Accounting
University of Arkansas at Fayetteville 1989 — 1990
Pioneer Research Group January 2006 - Present
Southern Methodist University January 2003 - December 2005
Citi 2000 - 2002
Thomas Weisel Partners 1999 - 2000
JC Bradford 1999 - 1999
SoftBank Capital 1998 - 1998
Stephens Inc. 1994 - 1998
PwC 1993 - 1994
Skills
Venture Capital
Education
Southern Methodist University 1990 — 1993
BSBA, Accounting
University of Arkansas at Fayetteville 1989 — 1990
Will Fitzgerald's Stephens Inc. Experience Summer Research AnalystRockwood Investment PartnersMay 2009 - August 2009
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. Summer Research AnalystRockwood Investment PartnersMay 2009 - August 2009
HCA May 2008 - August 2008
Education
Southern Methodist University 2006 — 2010
Finance, Finance and Economics
Stephens Inc. Summer Research AnalystRockwood Investment PartnersMay 2009 - August 2009
HCA May 2008 - August 2008
Education
Southern Methodist University 2006 — 2010
Finance, Finance and Economics
Neil Furqueron's Stephens Inc. Experience September 2014 - Present
Job Marketing Liaison at Stephens Inc.
Industry Graphic Design
Experience
Stephens Inc. September 2014 - Present
Healthy Advice Hospital Division March 2009 - September 2014
Education
University of Alabama 1986 — 1988
Master's Degree, Book Design
Hendrix College 1980 — 1983
Bachelor's Degree, Liberal Arts
Stephens Inc. September 2014 - Present
Healthy Advice Hospital Division March 2009 - September 2014
Education
University of Alabama 1986 — 1988
Master's Degree, Book Design
Hendrix College 1980 — 1983
Bachelor's Degree, Liberal Arts
Thad Waugh's Stephens Inc. Experience October 2000 - January 2005
Job Owner of Little Greek Restaurant
Industry Restaurants
Experience
Little Greek July 2013 - Present
Highlander Partners Healthcare Fund August 2006 - June 2013
WellCare February 2005 - July 2006
Stephens Inc. October 2000 - January 2005
Ernst & Young September 1997 - September 2000
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Asset Management, Corporate Finance, Investments, Valuation, Securities, Equity Research, Alternative Investments, Private Equity
Education
Oral Roberts University 1986 — 1990
BS, Accounting
Little Greek July 2013 - Present
Highlander Partners Healthcare Fund August 2006 - June 2013
WellCare February 2005 - July 2006
Stephens Inc. October 2000 - January 2005
Ernst & Young September 1997 - September 2000
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Asset Management, Corporate Finance, Investments, Valuation, Securities, Equity Research, Alternative Investments, Private Equity
Education
Oral Roberts University 1986 — 1990
BS, Accounting
Dana Crouch's Stephens Inc. Experience June 2011 - January 2012
Job Actuarial Analyst at Arkansas Blue Cross Blue Shield
Industry Insurance
Experience
Arkansas Blue Cross Blue Shield August 2013 - Present
Arkansas Blue Cross Blue Shield May 2013 - July 2013
University of Central Arkanasas January 2013 - May 2013
Acxiom May 2012 - May 2013
University of Central Arkansas January 2012 - December 2012
Stephens Inc. June 2011 - January 2012
Skills
Java, Linux, Unix, Python, C++, Microsoft Excel
Education
University of Central Arkansas 2012 — 2013
Master of Science (M.S.), Applied Mathematics, Graduate Assistant
Hendrix College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Arkansas Blue Cross Blue Shield August 2013 - Present
Arkansas Blue Cross Blue Shield May 2013 - July 2013
University of Central Arkanasas January 2013 - May 2013
Acxiom May 2012 - May 2013
University of Central Arkansas January 2012 - December 2012
Stephens Inc. June 2011 - January 2012
Skills
Java, Linux, Unix, Python, C++, Microsoft Excel
Education
University of Central Arkansas 2012 — 2013
Master of Science (M.S.), Applied Mathematics, Graduate Assistant
Hendrix College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Julia Cecil's Stephens Inc. Experience 1996 - 2006
Job Managing Editor at Journal of Rural Health
Industry Writing and Editing
Experience
Journal of Rural Health September 2009 - Present
University of Arkansas for Medical Sciences 2010 - 2013
Stephens Inc. 1996 - 2006
Skills
Editing, Content Editing, Proofreading, Copy Editing, Writing, Marketing Communications, Financial Statement..., Project Management, Microsfot Word, Microsoft Excel, Academic Writing, Technical Writing, Analysis, Publishing, Circulation Management, SAP, Management, Content Management, Newsletters, Editorial
Education
Indiana University Bloomington 1989 — 1991
Master of Business Administration (MBA), Marketing
University of North Carolina at Chapel Hill 1985 — 1987
Master's degree, Anthropology
Ouachita Baptist University 1982 — 1985
Bachelor's degree, History
Journal of Rural Health September 2009 - Present
University of Arkansas for Medical Sciences 2010 - 2013
Stephens Inc. 1996 - 2006
Skills
Editing, Content Editing, Proofreading, Copy Editing, Writing, Marketing Communications, Financial Statement..., Project Management, Microsfot Word, Microsoft Excel, Academic Writing, Technical Writing, Analysis, Publishing, Circulation Management, SAP, Management, Content Management, Newsletters, Editorial
Education
Indiana University Bloomington 1989 — 1991
Master of Business Administration (MBA), Marketing
University of North Carolina at Chapel Hill 1985 — 1987
Master's degree, Anthropology
Ouachita Baptist University 1982 — 1985
Bachelor's degree, History
Chaz Jones's Stephens Inc. Experience December 1999 - September 2004
Job
Industry Financial Services
Experience
Wunderlich Securities April 2012 - Present
Morgan Keegan September 2004 - April 2012
Stephens Inc. December 1999 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C
Education
Oklahoma State University 1996 — 1998
Master of Business Administration (M.B.A.), International Business
Oklahoma State University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University 1992 — 1994
Business Administration and Management, General
Wunderlich Securities April 2012 - Present
Morgan Keegan September 2004 - April 2012
Stephens Inc. December 1999 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C
Education
Oklahoma State University 1996 — 1998
Master of Business Administration (M.B.A.), International Business
Oklahoma State University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University 1992 — 1994
Business Administration and Management, General
Suzanne Madden's Stephens Inc. Experience February 1981 - Present
Job Trader at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. February 1981 - Present
Skills
Trading, Series 7, Series 63, Finance, FINRA, Treasury, Money Market, Investments, Fixed Income
Education
Arkansas College of Technology
Northwest Mississippi Community College
Stephens Inc. February 1981 - Present
Skills
Trading, Series 7, Series 63, Finance, FINRA, Treasury, Money Market, Investments, Fixed Income
Education
Arkansas College of Technology
Northwest Mississippi Community College
Jordan Cantwell's Stephens Inc. Experience August 2014 - Present
Job Treasury Accounting Assistant at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. August 2014 - Present
Stephens Inc. June 2012 - August 2014
Advantages of Southeast Arkansas October 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Gmail
Education
University of Arkansas at Little Rock 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Southeast Arkansas College 2009 — 2010
Associate's degree, General Studies
Stephens Inc. August 2014 - Present
Stephens Inc. June 2012 - August 2014
Advantages of Southeast Arkansas October 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Gmail
Education
University of Arkansas at Little Rock 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Southeast Arkansas College 2009 — 2010
Associate's degree, General Studies
Jim Hemmer's Stephens Inc. Experience April 2015 - Present
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2015 - Present
Skills
Private Equity, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Master of Business Administration (MBA), Finance and Management
Dartmouth College 1987 — 1990
Bachelor's degree, History
New Trier High School 1982 — 1986
Stephens Inc. April 2015 - Present
Skills
Private Equity, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Master of Business Administration (MBA), Finance and Management
Dartmouth College 1987 — 1990
Bachelor's degree, History
New Trier High School 1982 — 1986
cynthia plott's Stephens Inc. Experience December 1991 - July 2005
Job sales associate at Home Depot
Industry Construction
Experience
Home Depot Outbound Group Tour Manager, Bus Charter ManagerLittle Rock ToursApril 2008 - June 2010
Stephens Inc. December 1991 - July 2005
Education
Pulaski Technical College 2012 — 2014
welding I & II certificate, Welding Technology/Welder
Home Depot Outbound Group Tour Manager, Bus Charter ManagerLittle Rock ToursApril 2008 - June 2010
Stephens Inc. December 1991 - July 2005
Education
Pulaski Technical College 2012 — 2014
welding I & II certificate, Welding Technology/Welder
Daniel Lien's Stephens Inc. Experience June 2009 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2009 - Present
US Navy September 1978 - February 1996
Education
U.S. Naval Postgraduate School 1988 — 1989
Master’s Degree, Financial Management
Utah State University 1976 — 1978
Bachelor’s Degree
South Dakota State University 1974 — 1976
Stephens Inc. June 2009 - Present
US Navy September 1978 - February 1996
Education
U.S. Naval Postgraduate School 1988 — 1989
Master’s Degree, Financial Management
Utah State University 1976 — 1978
Bachelor’s Degree
South Dakota State University 1974 — 1976
Berkery, Noyes & Co., LLC
The Stephens Company