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
Rob Staky Rob Staky's Stephens Inc. Experience June 2009 - September 2011
Job Investment Analyst at Gerchen Keller Capital
Industry Investment Management
Experience
Gerchen Keller Capital, LLC November 2014 - Present
CIVC Partners October 2011 - July 2014
Stephens Inc. June 2009 - September 2011
Luther King Capital Management May 2008 - May 2009
TPG Capital September 2007 - May 2008
Skills
Private Equity, Investment Banking, Financial Reporting, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Investments, Mergers & Acquisitions, Capital Markets, LBO, M&A experience, Venture Capital, Equity Research
Education
Texas Christian University 2005 — 2009
BBA, Finance, Accounting, Spanish
Gerchen Keller Capital, LLC November 2014 - Present
CIVC Partners October 2011 - July 2014
Stephens Inc. June 2009 - September 2011
Luther King Capital Management May 2008 - May 2009
TPG Capital September 2007 - May 2008
Skills
Private Equity, Investment Banking, Financial Reporting, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Investments, Mergers & Acquisitions, Capital Markets, LBO, M&A experience, Venture Capital, Equity Research
Education
Texas Christian University 2005 — 2009
BBA, Finance, Accounting, Spanish
Margaret Ellen Crawford Margaret Ellen Crawford's Stephens Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
SMU Office of Admissions May 2011 - May 2014
Ericsson September 2013 - December 2013
SMU New Student Support and Orientation Services April 2011 - August 2011
Skills
Management, Microsoft Office, Financial Analysis, Financial Modeling
Education
Mountain Brook High School
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Stephens Inc. June 2014 - Present
SMU Office of Admissions May 2011 - May 2014
Ericsson September 2013 - December 2013
SMU New Student Support and Orientation Services April 2011 - August 2011
Skills
Management, Microsoft Office, Financial Analysis, Financial Modeling
Education
Mountain Brook High School
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Buster Williams Buster Williams's Stephens Inc. Experience April 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2015 - Present
Sterne Agee January 2015 - April 2015
Frost Bank June 2013 - January 2015
Castleark Management LLC May 2012 - July 2012
Skills
Investment Strategies, Finance, Credit Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Investments, Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Markets, Credit Risk
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Stephens Inc. April 2015 - Present
Sterne Agee January 2015 - April 2015
Frost Bank June 2013 - January 2015
Castleark Management LLC May 2012 - July 2012
Skills
Investment Strategies, Finance, Credit Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Investments, Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Markets, Credit Risk
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Benjamin Samuels Benjamin Samuels's Stephens Inc. Experience April 2015 - Present
Job Equity Capital Markets
Industry Financial Services
Experience
Stephens Inc. April 2015 - Present
Sterne Agee June 2014 - April 2015
L3C Partners, LLC / SF Invest December 2012 - January 2014
KBW June 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, SNL, Blue Matrix
Education
The Johns Hopkins University
BSc Business, Accounting
Stephens Inc. April 2015 - Present
Sterne Agee June 2014 - April 2015
L3C Partners, LLC / SF Invest December 2012 - January 2014
KBW June 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, SNL, Blue Matrix
Education
The Johns Hopkins University
BSc Business, Accounting
Danny Pelton Danny Pelton's Stephens Inc. Experience May 2001 - February 2012
Job Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management October 2013 - Present
Investment Professionals, Inc./ Bank of the Ozarks February 2012 - October 2013
Stephens Inc. May 2001 - February 2012
Education
University of Arkansas at Fayetteville 1978 — 1983
BSBA, Finance and Banking
Arvest Asset Management October 2013 - Present
Investment Professionals, Inc./ Bank of the Ozarks February 2012 - October 2013
Stephens Inc. May 2001 - February 2012
Education
University of Arkansas at Fayetteville 1978 — 1983
BSBA, Finance and Banking
Tim Quillin, CFA Tim Quillin, CFA's Stephens Inc. Experience July 1997 - Present
Job Equity Research Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 1997 - Present
Citi June 1996 - July 1997
Castrol May 1993 - August 1994
US Army June 1989 - May 1993
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Arizona 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Stephens Inc. July 1997 - Present
Citi June 1996 - July 1997
Castrol May 1993 - August 1994
US Army June 1989 - May 1993
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Arizona 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Carol Wiley Carol Wiley's Stephens Inc. Experience January 1972 - November 1984
Job
Industry Investment Banking
Experience
Wiley Auto Group Assisted with personnel interviews, placement, interior decor, etc.Asst. to OwnerSan Diego SecuritiesJanuary 1985 - June 1989
Stephens Inc. January 1972 - November 1984
Skills
Team Building, Sales Management, Vehicles, Process Improvement, Strategic Planning, Customer Retention, Leadership Development, Automobile, Customer Experience, Program Management, Customer Satisfaction
Education
University of Arkansas at Fayetteville 1966 — 1970
Business Administration and Management, General
Wiley Auto Group Assisted with personnel interviews, placement, interior decor, etc.Asst. to OwnerSan Diego SecuritiesJanuary 1985 - June 1989
Stephens Inc. January 1972 - November 1984
Skills
Team Building, Sales Management, Vehicles, Process Improvement, Strategic Planning, Customer Retention, Leadership Development, Automobile, Customer Experience, Program Management, Customer Satisfaction
Education
University of Arkansas at Fayetteville 1966 — 1970
Business Administration and Management, General
Lisa Oberender Maas's Stephens Inc. Experience November 2012 - Present
Job Registered Sales Assistant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2012 - Present
RBC Wealth Management May 1992 - November 2012
RBC Dain Rauscher June 1990 - May 1992
A.G. Edwards & Sons, Inc. September 1986 - June 1990
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., ETFs, Investments, Investment Policy..., Series 63, Uniform Combined State..., Asset Allocation, Finance, Equity Trading, Wealth Accumulation, Stocks, 401k Rollovers, Trading, Options, Retirement, IRAs, High Net Worth..., 401k, Separately Managed..., Wealth Management...
Education
The University of Texas at Austin 1985 — 1986
Westwood High School 1983 — 1985
Diploma
Ramstein American High School 1981 — 1983
Stephens Inc. November 2012 - Present
RBC Wealth Management May 1992 - November 2012
RBC Dain Rauscher June 1990 - May 1992
A.G. Edwards & Sons, Inc. September 1986 - June 1990
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., ETFs, Investments, Investment Policy..., Series 63, Uniform Combined State..., Asset Allocation, Finance, Equity Trading, Wealth Accumulation, Stocks, 401k Rollovers, Trading, Options, Retirement, IRAs, High Net Worth..., 401k, Separately Managed..., Wealth Management...
Education
The University of Texas at Austin 1985 — 1986
Westwood High School 1983 — 1985
Diploma
Ramstein American High School 1981 — 1983
Blake Hirschman Blake Hirschman's Stephens Inc. Experience June 2013 - Present
Job Equity Research Building Materials and Construction Services at Stephens Inc.
Industry Capital Markets
Experience
Stephens Inc. June 2013 - Present
University of Arkansas May 2012 - May 2013
Education
University of Arkansas at Fayetteville 2009 — 2013
Finance, Investments
Stephens Inc. June 2013 - Present
University of Arkansas May 2012 - May 2013
Education
University of Arkansas at Fayetteville 2009 — 2013
Finance, Investments
Garrett Isbell Garrett Isbell's Stephens Inc. Experience September 2014 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. September 2014 - Present
Crestline Investors September 2011 - September 2014
Crestline Investors, Inc. September 2011 - September 2014
Citadel Investment Group June 2011 - September 2011
William C Conner Foundation Educational Investment Fund June 2010 - December 2010
Q Investments October 2008 - October 2010
Skills
Investments, Fixed Income, Equities, Trading, Financial Modeling, Equity Research, Bloomberg Terminal, Financial Analysis, Valuation, Due Diligence, Hedge Funds, Bloomberg, VBA, Portfolio Management, Microsoft Excel, PerTrac
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Colleyville Heritage
Stephens Inc. September 2014 - Present
Crestline Investors September 2011 - September 2014
Crestline Investors, Inc. September 2011 - September 2014
Citadel Investment Group June 2011 - September 2011
William C Conner Foundation Educational Investment Fund June 2010 - December 2010
Q Investments October 2008 - October 2010
Skills
Investments, Fixed Income, Equities, Trading, Financial Modeling, Equity Research, Bloomberg Terminal, Financial Analysis, Valuation, Due Diligence, Hedge Funds, Bloomberg, VBA, Portfolio Management, Microsoft Excel, PerTrac
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Colleyville Heritage
Jeffrey Butt Jeffrey Butt's Stephens Inc. Experience November 2013 - June 2015
Job Associate at Cotton Creek Capital
Industry Venture Capital & Private Equity
Experience
Cotton Creek Capital August 2015 - Present
Stephens Inc. November 2013 - June 2015
The Spartan Group LLC July 2013 - November 2013
Cogent Partners April 2012 - December 2012
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Private Equity, Valuation, Spanish, Portfolio Management, Mergers & Acquisitions, Bloomberg, Capital IQ, HTML, Investment Banking, Due Diligence, Corporate Finance, PowerPoint, Analysis, Investments
Education
Southern Methodist University - Cox School of Business
BBA, Finance
American School Foundation of Monterrey Mexico 1997 — 2007
Highschool
Cotton Creek Capital August 2015 - Present
Stephens Inc. November 2013 - June 2015
The Spartan Group LLC July 2013 - November 2013
Cogent Partners April 2012 - December 2012
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Private Equity, Valuation, Spanish, Portfolio Management, Mergers & Acquisitions, Bloomberg, Capital IQ, HTML, Investment Banking, Due Diligence, Corporate Finance, PowerPoint, Analysis, Investments
Education
Southern Methodist University - Cox School of Business
BBA, Finance
American School Foundation of Monterrey Mexico 1997 — 2007
Highschool
Christine Singh Christine Singh's Stephens Inc. Experience June 2013 - Present
Job Financial Consultant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management September 2009 - May 2013
Bank of America February 1990 - November 2002
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration (BBA), Management
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management September 2009 - May 2013
Bank of America February 1990 - November 2002
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration (BBA), Management
Keith Behrens Keith Behrens's Stephens Inc. Experience May 2009 - Present
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Enservco Corporation July 2014 - Present
Stephens Inc. May 2009 - Present
Energy Capital Solutions October 2001 - May 2009
Bear Stearns 2000 - 2001
Wasserstein Perella 1997 - 2000
NationsBanc Capital Markets 1994 - 1997
McKenna and Company 1992 - 1994
Education
The University of Texas at Austin 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Enservco Corporation July 2014 - Present
Stephens Inc. May 2009 - Present
Energy Capital Solutions October 2001 - May 2009
Bear Stearns 2000 - 2001
Wasserstein Perella 1997 - 2000
NationsBanc Capital Markets 1994 - 1997
McKenna and Company 1992 - 1994
Education
The University of Texas at Austin 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Jordan Kiser's Stephens Inc. Experience July 2009 - July 2011
Job MBA Candidate McCombs School of Business, The University of Texas at Austin
Industry Oil & Energy
Experience
Shell June 2015 - August 2015
Hicks Equity Partners August 2011 - July 2014
Stephens Inc. July 2009 - July 2011
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2005 — 2009
Bachelor's Degree, Business Administration - Finance
London School of Economics and Political Science 2007 — 2007
Shell June 2015 - August 2015
Hicks Equity Partners August 2011 - July 2014
Stephens Inc. July 2009 - July 2011
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2005 — 2009
Bachelor's Degree, Business Administration - Finance
London School of Economics and Political Science 2007 — 2007
Korosh Saba Korosh Saba's Stephens Inc. Experience May 2014 - Present
Job Investment Banking Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. May 2014 - Present
Stephens Inc. June 2011 - May 2014
Raymond James July 2010 - May 2011
Education
University of Arkansas at Fayetteville 2007 — 2011
Bachelors, Economics
Stephens Inc. May 2014 - Present
Stephens Inc. June 2011 - May 2014
Raymond James July 2010 - May 2011
Education
University of Arkansas at Fayetteville 2007 — 2011
Bachelors, Economics
Jonathan Ruykhaver Jonathan Ruykhaver's Stephens Inc. Experience March 2012 - Present
Job Managing Director Technology Research Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Amy Wayson Amy Wayson's Stephens Inc. Experience July 2014 - Present
Job Analyst Public Finance at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2014 - Present
Stephens Inc. November 2011 - July 2014
eVestment Alliance March 2011 - August 2011
Spivey Financial Group/New York Life/Eagle Strategies, LLC May 2010 - August 2010
Hathaway Properties May 2009 - May 2010
Georgia Theater Company December 2006 - January 2010
Education
The University of Georgia 2004 — 2010
Bachelor of Science
Stephens Inc. July 2014 - Present
Stephens Inc. November 2011 - July 2014
eVestment Alliance March 2011 - August 2011
Spivey Financial Group/New York Life/Eagle Strategies, LLC May 2010 - August 2010
Hathaway Properties May 2009 - May 2010
Georgia Theater Company December 2006 - January 2010
Education
The University of Georgia 2004 — 2010
Bachelor of Science
Chris Wheat's Stephens Inc. Experience August 2005 - July 2008
Job
Industry Government Administration
Experience
City of Chicago November 2011 - Present
Roland Berger Strategy Consultants August 2010 - November 2011
CUNA Mutual Group June 2009 - August 2009
Stephens Inc. August 2005 - July 2008
Stephens Inc. September 2003 - August 2005
Downtown St. Louis Partnership June 2003 - August 2003
Education
The University of Chicago - Booth School of Business
MBA
Washington University in St. Louis
BA
City of Chicago November 2011 - Present
Roland Berger Strategy Consultants August 2010 - November 2011
CUNA Mutual Group June 2009 - August 2009
Stephens Inc. August 2005 - July 2008
Stephens Inc. September 2003 - August 2005
Downtown St. Louis Partnership June 2003 - August 2003
Education
The University of Chicago - Booth School of Business
MBA
Washington University in St. Louis
BA
James Aughenbaugh James Aughenbaugh's Stephens Inc. Experience June 2013 - Present
Job Senior Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management February 2008 - June 2013
Raymond James & Associates June 2001 - February 2008
Education
Trinity University 1990 — 1994
Bachelor of Science (BS), Finance & Management
Stephens Inc. June 2013 - Present
Morgan Stanley Wealth Management February 2008 - June 2013
Raymond James & Associates June 2001 - February 2008
Education
Trinity University 1990 — 1994
Bachelor of Science (BS), Finance & Management
Kennon Largent Kennon Largent's Stephens Inc. Experience March 2013 - June 2013
Job Senior Associate at NewRoad Ventures
Industry Venture Capital & Private Equity
Experience
NewRoad Ventures July 2013 - Present
Stephens Inc. March 2013 - June 2013
Stephens Inc. July 2012 - February 2013
Stephens, Inc. June 2010 - June 2012
MEMBERS Trust Company July 2009 - August 2009
Arkansas World Trade Center 2009 - 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Private Equity, Mergers, Due Diligence, LBO, Investments, Capital Markets, Capital IQ, Strategic Financial..., Microsoft Excel, PowerPoint, Divestitures, Business Strategy, Market Research, Start-ups, Capital, Entrepreneurship, Financial Accounting, Equity Valuation, Market Analysis, Equity Capital Markets, Strategy
Education
University of Arkansas at Fayetteville 2006 — 2009
Financial Management/Investments
NewRoad Ventures July 2013 - Present
Stephens Inc. March 2013 - June 2013
Stephens Inc. July 2012 - February 2013
Stephens, Inc. June 2010 - June 2012
MEMBERS Trust Company July 2009 - August 2009
Arkansas World Trade Center 2009 - 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Private Equity, Mergers, Due Diligence, LBO, Investments, Capital Markets, Capital IQ, Strategic Financial..., Microsoft Excel, PowerPoint, Divestitures, Business Strategy, Market Research, Start-ups, Capital, Entrepreneurship, Financial Accounting, Equity Valuation, Market Analysis, Equity Capital Markets, Strategy
Education
University of Arkansas at Fayetteville 2006 — 2009
Financial Management/Investments
Evan Grisham's Stephens Inc. Experience July 2013 - June 2014
Job Vice President at Westrock Group
Industry Financial Services
Experience
Westrock Group January 2015 - Present
Westrock Group July 2014 - January 2015
Stephens Inc. July 2013 - June 2014
Stephens Inc. June 2011 - June 2013
Tyson Foods January 2010 - May 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Capital IQ, Finance, Investment Banking, Microsoft Excel, Capital Markets, Investments, Private Equity, Fixed Income
Education
University of Arkansas at Fayetteville 2007 — 2011
BSBA, Finance
Westrock Group January 2015 - Present
Westrock Group July 2014 - January 2015
Stephens Inc. July 2013 - June 2014
Stephens Inc. June 2011 - June 2013
Tyson Foods January 2010 - May 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Capital IQ, Finance, Investment Banking, Microsoft Excel, Capital Markets, Investments, Private Equity, Fixed Income
Education
University of Arkansas at Fayetteville 2007 — 2011
BSBA, Finance
Brooks Braden Brooks Braden's Stephens Inc. Experience June 2014 - Present
Job Equity Research Oilfield Services
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
Stephens Inc. May 2013 - August 2013
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Stephens Inc. June 2014 - Present
Stephens Inc. May 2013 - August 2013
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Jarrod Cox Jarrod Cox's Stephens Inc. Experience July 2009 - June 2011
Job Manager of Corporate Development & Capital Markets at Southcross Energy
Industry Oil & Energy
Experience
Southcross Energy August 2012 - Present
Sequel Holdings July 2011 - August 2012
Stephens Inc. July 2009 - June 2011
Skills
Valuation, Financial Modeling, Capital IQ, Financial Analysis, Investment Banking, Private Equity, Bloomberg, Due Diligence, Corporate Finance, Financial Statement..., Capital Markets, DCF, Mergers, M&A experience, Corporate Development, Equity Research, Mergers & Acquisitions, Business Valuation
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance
Southcross Energy August 2012 - Present
Sequel Holdings July 2011 - August 2012
Stephens Inc. July 2009 - June 2011
Skills
Valuation, Financial Modeling, Capital IQ, Financial Analysis, Investment Banking, Private Equity, Bloomberg, Due Diligence, Corporate Finance, Financial Statement..., Capital Markets, DCF, Mergers, M&A experience, Corporate Development, Equity Research, Mergers & Acquisitions, Business Valuation
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance
Carrie Carr Carrie Carr's Stephens Inc. Experience April 2003 - December 2007
Job Financial Advisor at Concert Wealth Management
Industry Investment Management
Experience
Concert Wealth Management February 2010 - Present
Merrill Lynch January 2008 - February 2010
Stephens Inc. April 2003 - December 2007
Central Texas College April 2001 - April 2003
Skills
Cost Benefit, Asset Allocation, Series 7
Education
University of Arkansas at Fayetteville 1997 — 2000
MA, English
University of Arkansas at Fayetteville 1993 — 1997
BA, English
Little Rock Central High 1990 — 1993
Concert Wealth Management February 2010 - Present
Merrill Lynch January 2008 - February 2010
Stephens Inc. April 2003 - December 2007
Central Texas College April 2001 - April 2003
Skills
Cost Benefit, Asset Allocation, Series 7
Education
University of Arkansas at Fayetteville 1997 — 2000
MA, English
University of Arkansas at Fayetteville 1993 — 1997
BA, English
Little Rock Central High 1990 — 1993
Andy Fair Andy Fair's Stephens Inc. Experience September 2003 - September 2005
Job Executive Corporate Trust, Financial Services, Consulting
Industry Banking
Experience
US Bank September 2011 - February 2015
Regions Bank September 2006 - September 2008
Stephens, Inc September 2003 - September 2005
Crews & Associates July 1989 - September 2003
Skills
Direct Sales, Market Analysis, Customer Retention, Training & Development, Due Diligence, Public Speaking, Internal Communications, Relationship Management, Portfolio Management, Bloomberg, Securities, Investments, Bonds, Fixed Income, Capital Markets, Finance, Asset Management, Trading, Banking, Risk Management, Investment Banking
Education
American Institute of Banking
Investments, Investments and Securities
Arkansas Banking School
General Banking, Banking
University of Arkansas
Mathematics
US Bank September 2011 - February 2015
Regions Bank September 2006 - September 2008
Stephens, Inc September 2003 - September 2005
Crews & Associates July 1989 - September 2003
Skills
Direct Sales, Market Analysis, Customer Retention, Training & Development, Due Diligence, Public Speaking, Internal Communications, Relationship Management, Portfolio Management, Bloomberg, Securities, Investments, Bonds, Fixed Income, Capital Markets, Finance, Asset Management, Trading, Banking, Risk Management, Investment Banking
Education
American Institute of Banking
Investments, Investments and Securities
Arkansas Banking School
General Banking, Banking
University of Arkansas
Mathematics
Lesley Oslica's Stephens Inc. Experience January 1994 - January 1996
Job Arkansas Chapter President Children's Tumor Foundation
Industry Nonprofit Organization Management
Experience
Self Employed June 2004 - Present
St. Joseph School August 1999 - August 2001
State of Arkansas January 1996 - January 1998
Stephens Inc. January 1994 - January 1996
Stephens Inc. October 1989 - January 1993
Skills
Event Management, Administrative..., Social Networking, Event Planning, Nonprofits, Fundraising, Volunteer Management, Public Speaking, Public Relations, Community Outreach, Social Media, Editing, Grant Writing, Marketing, Research, Newsletters, Team Building, Customer Service, Access, Budgets, Higher Education, Leadership Development, Non-profits, Outlook, Program Development, Staff Development
Education
Saint Gregorys University
Bachelor of Arts (B.A.), Theology/Theological Studies
University of Central Arkansas
Sociology and Theology
Self Employed June 2004 - Present
St. Joseph School August 1999 - August 2001
State of Arkansas January 1996 - January 1998
Stephens Inc. January 1994 - January 1996
Stephens Inc. October 1989 - January 1993
Skills
Event Management, Administrative..., Social Networking, Event Planning, Nonprofits, Fundraising, Volunteer Management, Public Speaking, Public Relations, Community Outreach, Social Media, Editing, Grant Writing, Marketing, Research, Newsletters, Team Building, Customer Service, Access, Budgets, Higher Education, Leadership Development, Non-profits, Outlook, Program Development, Staff Development
Education
Saint Gregorys University
Bachelor of Arts (B.A.), Theology/Theological Studies
University of Central Arkansas
Sociology and Theology
Alexander Kuhlman's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Consumer Goods
Experience
Stephens Inc. June 2015 - Present
Kuhlman's Luxuries June 2010 - 2015
William C. Conner Education Investment Fund June 2014 - August 2014
Woodcrest Capital June 2014 - August 2014
AT&T June 2013 - August 2013
Skills
Entrepreneurship, Time Management, Microsoft Excel
Education
Texas Christian University 2011 — 2015
St. Louis University High School 2007 — 2011
Stephens Inc. June 2015 - Present
Kuhlman's Luxuries June 2010 - 2015
William C. Conner Education Investment Fund June 2014 - August 2014
Woodcrest Capital June 2014 - August 2014
AT&T June 2013 - August 2013
Skills
Entrepreneurship, Time Management, Microsoft Excel
Education
Texas Christian University 2011 — 2015
St. Louis University High School 2007 — 2011
Robert Spangler's Stephens Inc. Experience June 2011 - June 2013
Job Corporate Development Associate at Aratana Therapeutics Inc
Industry Biotechnology
Experience
Aratana Therapeutics Inc July 2013 - Present
Stephens Inc. June 2011 - June 2013
Education
The University of Kansas 2006 — 2010
Bachelors, Finance
Aratana Therapeutics Inc July 2013 - Present
Stephens Inc. June 2011 - June 2013
Education
The University of Kansas 2006 — 2010
Bachelors, Finance
Allan Rimland Allan Rimland's Stephens Inc. Experience March 2011 - February 2015
Job President and Chief Financial Officer at AdCare Health Systems, Inc.
Industry Real Estate
Experience
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
Shane Diamant Shane Diamant's Stephens Inc. Experience 2002 - 2006
Job Partner at Massey CPA Group
Industry Accounting
Experience
Massey CPA Group February 2010 - Present
Big 7 Trucking July 2010 - December 2012
Alltel Wireless (acquired by Verizon Wireless) 2006 - 2009
Stephens Inc. 2002 - 2006
Arthur Andersen & Co. LLP 1996 - 2002
Skills
Auditing, Process Improvement, Leadership, Analysis, Accounting, Internal Audit, Financial Analysis, Finance, CPA, Small Business, Business Intelligence, Bookkeeping, Payroll Services, Accounts Payable, Front to Back Office, Bill Payment, Tax Preparation, Income Tax, Personal Tax Planning, Business Tax Planning, Corporate Tax Planning
Education
University of Arkansas 1992 — 1996
BSBA, Accounting
Massey CPA Group February 2010 - Present
Big 7 Trucking July 2010 - December 2012
Alltel Wireless (acquired by Verizon Wireless) 2006 - 2009
Stephens Inc. 2002 - 2006
Arthur Andersen & Co. LLP 1996 - 2002
Skills
Auditing, Process Improvement, Leadership, Analysis, Accounting, Internal Audit, Financial Analysis, Finance, CPA, Small Business, Business Intelligence, Bookkeeping, Payroll Services, Accounts Payable, Front to Back Office, Bill Payment, Tax Preparation, Income Tax, Personal Tax Planning, Business Tax Planning, Corporate Tax Planning
Education
University of Arkansas 1992 — 1996
BSBA, Accounting
Patrick Studer Patrick Studer's Stephens Inc. Experience August 2015 - Present
Job Network Manager at Stephens Inc.
Industry Information Technology and Services
Experience
Stephens Inc. August 2015 - Present
Extreme Networks November 2011 - August 2015
Presidio Networked Solutions January 2007 - November 2011
Acxiom Corporation June 2005 - January 2007
Merrill Lynch January 2004 - June 2005
Cisco Systems December 1997 - April 2003
Alltel Information Services July 1994 - December 1997
United States Marine Corps May 1988 - July 1994
Skills
Cisco Technologies, VoIP, Unified Communications, Switches, WAN, Network Design, Network Architecture, Routing, Disaster Recovery, Cisco IOS
Education
United States Naval Academy 1984 — 1988
BS, Political Science (Soviet and Eastern European Studies)
Catholic High School for Boys
Stephens Inc. August 2015 - Present
Extreme Networks November 2011 - August 2015
Presidio Networked Solutions January 2007 - November 2011
Acxiom Corporation June 2005 - January 2007
Merrill Lynch January 2004 - June 2005
Cisco Systems December 1997 - April 2003
Alltel Information Services July 1994 - December 1997
United States Marine Corps May 1988 - July 1994
Skills
Cisco Technologies, VoIP, Unified Communications, Switches, WAN, Network Design, Network Architecture, Routing, Disaster Recovery, Cisco IOS
Education
United States Naval Academy 1984 — 1988
BS, Political Science (Soviet and Eastern European Studies)
Catholic High School for Boys
Ben Wyatt Ben Wyatt's Stephens Inc. Experience March 2015 - Present
Job SVP, Equity Research Energy Exploration & Production at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. May 2012 - Present
Stephens Inc. July 2010 - May 2012
Smith Barney November 2005 - June 2008
Regions Bank July 2002 - November 2005
Atlanta Braves Organization June 1995 - March 1999
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
MBA, Finance
University of Arkansas at Fayetteville 1999 — 2002
Business, Finance
Stephens Inc. March 2015 - Present
Stephens Inc. May 2012 - Present
Stephens Inc. July 2010 - May 2012
Smith Barney November 2005 - June 2008
Regions Bank July 2002 - November 2005
Atlanta Braves Organization June 1995 - March 1999
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
MBA, Finance
University of Arkansas at Fayetteville 1999 — 2002
Business, Finance
Lauren Steel's Stephens Inc. Experience November 2012 - 2014
Job McLarty Capital Partners
Industry Financial Services
Experience
McLarty Capital Partners 2014 - Present
Stephens Inc. November 2012 - 2014
Stephens Inc. July 2011 - October 2012
Stephens Inc. 2007 - 2010
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.Sc.), Economic Development
University of Arkansas 2003 — 2007
BSIB, International Finance, Spanish, Economics
McLarty Capital Partners 2014 - Present
Stephens Inc. November 2012 - 2014
Stephens Inc. July 2011 - October 2012
Stephens Inc. 2007 - 2010
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.Sc.), Economic Development
University of Arkansas 2003 — 2007
BSIB, International Finance, Spanish, Economics
Chris Brimsek's Stephens Inc. Experience July 2009 - June 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School June 2015 - Present
The Carlyle Group March 2012 - June 2015
Blackstreet Capital July 2011 - March 2012
Stephens Inc. July 2009 - June 2011
SunTrust Robinson Humphrey June 2008 - August 2008
Smith Barney June 2007 - June 2007
Smith Barney June 2006 - July 2006
Legg Mason July 2005 - August 2005
Skills
Investment Banking, Private Equity, Financial Modeling, Financial Analysis, LBO, Research, Mergers & Acquisitions, Valuation, Investments, Speech Writing, Capital Markets, Presentations, Due Diligence, Fundraising, Public Speaking
Education
Washington and Lee University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, With Special Attainments in Commerce
London School of Economics and Political Science, U. of London
International Business; Business Development & IT Innovation
Ishikawa Foundation for International Exchange
Japanese Language/Culture Studies
Harvard Business School June 2015 - Present
The Carlyle Group March 2012 - June 2015
Blackstreet Capital July 2011 - March 2012
Stephens Inc. July 2009 - June 2011
SunTrust Robinson Humphrey June 2008 - August 2008
Smith Barney June 2007 - June 2007
Smith Barney June 2006 - July 2006
Legg Mason July 2005 - August 2005
Skills
Investment Banking, Private Equity, Financial Modeling, Financial Analysis, LBO, Research, Mergers & Acquisitions, Valuation, Investments, Speech Writing, Capital Markets, Presentations, Due Diligence, Fundraising, Public Speaking
Education
Washington and Lee University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, With Special Attainments in Commerce
London School of Economics and Political Science, U. of London
International Business; Business Development & IT Innovation
Ishikawa Foundation for International Exchange
Japanese Language/Culture Studies
Ben Penix's Stephens Inc. Experience March 2015 - Present
Job Financial Consultant at Stephens
Industry Financial Services
Experience
Stephens Inc. March 2015 - Present
Raymond James Financial Inc. February 2011 - Present
Education
University of Arkansas at Fayetteville 1996 — 2000
Bachelor of Science (BS), Finance, General
Stephens Inc. March 2015 - Present
Raymond James Financial Inc. February 2011 - Present
Education
University of Arkansas at Fayetteville 1996 — 2000
Bachelor of Science (BS), Finance, General
John Matthews's Stephens Inc. Experience July 2015 - Present
Job Associate at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. July 2015 - Present
Stephens Inc. July 2014 - June 2015
Stephens Inc. May 2012 - July 2014
Q Investments May 2011 - May 2012
Q Investments October 2010 - May 2011
Q Investments May 2010 - October 2010
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Trading, Bloomberg, Investments, Private Equity, Equities, Due Diligence
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Finance (minor in Economics)
Texas Christian University, Neeley School of Business 2008 — 2012
Bachelor, Business Administration; Finance
LCA
Stephens Inc. July 2015 - Present
Stephens Inc. July 2014 - June 2015
Stephens Inc. May 2012 - July 2014
Q Investments May 2011 - May 2012
Q Investments October 2010 - May 2011
Q Investments May 2010 - October 2010
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Trading, Bloomberg, Investments, Private Equity, Equities, Due Diligence
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Finance (minor in Economics)
Texas Christian University, Neeley School of Business 2008 — 2012
Bachelor, Business Administration; Finance
LCA
William Page William Page's Stephens Inc. Experience 2009 - June 2012
Job Managing Director at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC July 2012 - Present
Stephens Inc. 2009 - June 2012
Energy Capital Solutions (Acquired by Stephens) 2008 - 2009
Citigroup Global Markets 2006 - 2008
Sanders Morris Harris 1998 - 2006
Skills
Mergers & Acquisitions, Investment Banking
Education
The University of Texas at Austin 1994 — 1998
BBA, Finance with a Concentration in Accounting
Ernst & Young Capital Advisors, LLC July 2012 - Present
Stephens Inc. 2009 - June 2012
Energy Capital Solutions (Acquired by Stephens) 2008 - 2009
Citigroup Global Markets 2006 - 2008
Sanders Morris Harris 1998 - 2006
Skills
Mergers & Acquisitions, Investment Banking
Education
The University of Texas at Austin 1994 — 1998
BBA, Finance with a Concentration in Accounting
Ben Haynes Ben Haynes's Stephens Inc. Experience January 2010 - Present
Job Advisor, Personal Lines P&C at Stephens Inc.
Industry Insurance
Experience
Stephens Inc. January 2010 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES February 2009 - January 2010
Transplace August 2007 - April 2008
JB Hunt Transport Services, Inc. February 2005 - May 2006
Skills
Logistics, Insurance Brokerage, Operations Management, Supply Chain Management, Transportation, Project Management, Marketing, New Business Development, Microsoft Excel, Supply Chain, Sales, Insurance
Education
University of Arkansas 2007 — 2008
Masters of Science, Industrial Engineering
University of Arkansas 2001 — 2004
B.S.B.A, Marketing Management / Legal Studies
Stephens Inc. January 2010 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES February 2009 - January 2010
Transplace August 2007 - April 2008
JB Hunt Transport Services, Inc. February 2005 - May 2006
Skills
Logistics, Insurance Brokerage, Operations Management, Supply Chain Management, Transportation, Project Management, Marketing, New Business Development, Microsoft Excel, Supply Chain, Sales, Insurance
Education
University of Arkansas 2007 — 2008
Masters of Science, Industrial Engineering
University of Arkansas 2001 — 2004
B.S.B.A, Marketing Management / Legal Studies
Amberlyn Rhodes Amberlyn Rhodes's Stephens Inc. Experience June 1999 - August 2000
Job William Blair and Company
Industry Financial Services
Experience
William Blair and Company October 2010 - Present
Guggenheim Funds Distributors August 2009 - September 2010
Wells Fargo October 2006 - April 2009
Centex Homes March 2003 - September 2006
Wells Fargo Advisors September 2000 - February 2003
Stephens Inc. June 1999 - August 2000
Skills
Wealth Management, Investments, Program Management, Banking, Loans, Financial Services, CRM, Finance, Financial Advisory
Education
University of Arkansas 1995 — 1999
BS, Finance
William Blair and Company October 2010 - Present
Guggenheim Funds Distributors August 2009 - September 2010
Wells Fargo October 2006 - April 2009
Centex Homes March 2003 - September 2006
Wells Fargo Advisors September 2000 - February 2003
Stephens Inc. June 1999 - August 2000
Skills
Wealth Management, Investments, Program Management, Banking, Loans, Financial Services, CRM, Finance, Financial Advisory
Education
University of Arkansas 1995 — 1999
BS, Finance
Bill Fugitt Bill Fugitt's Stephens Inc. Experience June 2013 - Present
Job Investment Banking Senior Analyst at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Rebsamen Trust Portfolio Management August 2012 - May 2013
Tyson Foods January 2012 - May 2013
Arvest Fixed Income Fund August 2011 - June 2012
Morgan Keegan August 2011 - December 2011
United States Marine Corps 2005 - 2009
Skills
Bloomberg, Access, Bloomberg Terminal, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Outlook, Investments, Research, Leadership, Microsoft Excel, Analysis, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of Arkansas at Fayetteville 2009 — 2013
Finnance & Accounting
Stephens Inc. June 2013 - Present
Rebsamen Trust Portfolio Management August 2012 - May 2013
Tyson Foods January 2012 - May 2013
Arvest Fixed Income Fund August 2011 - June 2012
Morgan Keegan August 2011 - December 2011
United States Marine Corps 2005 - 2009
Skills
Bloomberg, Access, Bloomberg Terminal, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Outlook, Investments, Research, Leadership, Microsoft Excel, Analysis, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of Arkansas at Fayetteville 2009 — 2013
Finnance & Accounting
Barrett Biringer Barrett Biringer's Stephens Inc. Experience June 2009 - January 2010
Job Associate at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC June 2014 - Present
The Home Depot May 2013 - August 2013
Triangle Capital Corporation March 2013 - May 2013
SunTrust Robinson Humphrey January 2010 - July 2012
Stephens Inc. June 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Leveraged Lending, Cash Flow Lending, Financial Statement..., Banking, Underwriting, Portfolio Management, Due Diligence
Education
Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Real Estate
Plexus Capital, LLC June 2014 - Present
The Home Depot May 2013 - August 2013
Triangle Capital Corporation March 2013 - May 2013
SunTrust Robinson Humphrey January 2010 - July 2012
Stephens Inc. June 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Leveraged Lending, Cash Flow Lending, Financial Statement..., Banking, Underwriting, Portfolio Management, Due Diligence
Education
Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Real Estate
Chad Hooker's Stephens Inc. Experience September 2012 - December 2012
Job Associate at Fulcrum Equity Partners
Industry Financial Services
Experience
CHILDS Advisory Partners July 2013 - July 2015
Stephens Inc. September 2012 - December 2012
J. Moore Partners LLC June 2012 - July 2012
Skills
Microsoft Office, Bloomberg, Financial Statements, Financial Modeling, Financial Markets, Capital IQ, Financial Statement..., Valuation Modeling, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MS), Finance
The University of Tennessee at Chattanooga 2008 — 2012
Bachelor of Science, Finance, Minor: Economics, 3.9/4.0, summa cum laude
CHILDS Advisory Partners July 2013 - July 2015
Stephens Inc. September 2012 - December 2012
J. Moore Partners LLC June 2012 - July 2012
Skills
Microsoft Office, Bloomberg, Financial Statements, Financial Modeling, Financial Markets, Capital IQ, Financial Statement..., Valuation Modeling, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MS), Finance
The University of Tennessee at Chattanooga 2008 — 2012
Bachelor of Science, Finance, Minor: Economics, 3.9/4.0, summa cum laude
Allie Atwood Allie Atwood's Stephens Inc. Experience February 2009 - September 2012
Job Assistant Vice President, Investor Relations and Corporate Development at Nationstar Mortgage
Industry Investment Banking
Experience
Nationstar Mortgage April 2013 - June 2015
VMG Health November 2012 - April 2013
Stephens Inc. February 2009 - September 2012
Skills
Financial Modeling, Valuation, Private Equity, Corporate Development
Education
University of Kansas 2004 — 2008
Accounting, Finance
University of Virginia Darden School of Business
Nationstar Mortgage April 2013 - June 2015
VMG Health November 2012 - April 2013
Stephens Inc. February 2009 - September 2012
Skills
Financial Modeling, Valuation, Private Equity, Corporate Development
Education
University of Kansas 2004 — 2008
Accounting, Finance
University of Virginia Darden School of Business
B.G. Dickey B.G. Dickey's Stephens Inc. Experience May 2013 - September 2014
Job Executive Vice President Corporate Loan Specialties Group at Bank of the Ozarks
Industry Investment Management
Experience
Bank of the Ozarks September 2014 - Present
Stephens Inc. May 2013 - September 2014
Stephens Inc. August 2010 - April 2013
Citi Investment Research April 2007 - August 2010
The Neiman Marcus Group January 2004 - June 2005
Ryan & Company June 2000 - December 2003
Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Finance, Mergers & Acquisitions, Series 7, Equities, Investments, Private Equity, Corporate Finance, Bloomberg, Hedge Funds, Equity Valuation, Investment Banking, Capital Markets, Series 63, Financial Markets, Securities, Portfolio Management, Credit Analysis
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA, Finance
Southern Methodist University - Cox School of Business 1996 — 2000
B.B.A., Finance/Economics
University of Pennsylvania
University of Pennsylvania
Bank of the Ozarks September 2014 - Present
Stephens Inc. May 2013 - September 2014
Stephens Inc. August 2010 - April 2013
Citi Investment Research April 2007 - August 2010
The Neiman Marcus Group January 2004 - June 2005
Ryan & Company June 2000 - December 2003
Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Finance, Mergers & Acquisitions, Series 7, Equities, Investments, Private Equity, Corporate Finance, Bloomberg, Hedge Funds, Equity Valuation, Investment Banking, Capital Markets, Series 63, Financial Markets, Securities, Portfolio Management, Credit Analysis
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA, Finance
Southern Methodist University - Cox School of Business 1996 — 2000
B.B.A., Finance/Economics
University of Pennsylvania
University of Pennsylvania
Sean Shahkarami Sean Shahkarami's Stephens Inc. Experience October 2012 - September 2013
Job Transaction Advisory Services at JTaylor
Industry Hospital & Health Care
Experience
JTaylor (J. Taylor & Associates, LLC) December 2013 - Present
Stephens Inc. October 2012 - September 2013
JPMorgan Chase June 2012 - August 2012
Q Investments May 2011 - May 2012
BuzzWhere, Inc. July 2010 - September 2011
Skills
PowerPoint, Investment Banking, Bloomberg, Valuation, Financial Modeling, Equity Research, Capital IQ, Financial Analysis, Corporate Finance, Public Speaking, Academic Achievement, LBO, Credit, Team Leadership, Reliability, Entrepreneurship, Private Equity
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2016
Master of Accounting (MAc)
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
JTaylor (J. Taylor & Associates, LLC) December 2013 - Present
Stephens Inc. October 2012 - September 2013
JPMorgan Chase June 2012 - August 2012
Q Investments May 2011 - May 2012
BuzzWhere, Inc. July 2010 - September 2011
Skills
PowerPoint, Investment Banking, Bloomberg, Valuation, Financial Modeling, Equity Research, Capital IQ, Financial Analysis, Corporate Finance, Public Speaking, Academic Achievement, LBO, Credit, Team Leadership, Reliability, Entrepreneurship, Private Equity
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2016
Master of Accounting (MAc)
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Ekaterina (Katya) Kramer Ekaterina (Katya) Kramer's Stephens Inc. Experience July 2010 - November 2010
Job Director, Strategy and Development – Global Animal Health Group at Henry Schein
Industry Hospital & Health Care
Experience
Henry Schein May 2014 - Present
Henry Schein November 2010 - May 2014
Stephens Inc. July 2010 - November 2010
Stephens Inc. 2009 - 2010
Stephens Inc. 2007 - 2009
Tyson Foods 2006 - 2007
Skills
Financial Modeling, Financial Reporting, Business Valuation, Financial Analysis, M&A experience, M&A execution, M&A analysis, Business Development, Management, Negotiation, Investment Banking, Mergers & Acquisitions, Due Diligence, Corporate Finance, Strategy, Valuation, Finance
Education
University of Arkansas
BSBA, Accounting, Minor in Economics
Henry Schein May 2014 - Present
Henry Schein November 2010 - May 2014
Stephens Inc. July 2010 - November 2010
Stephens Inc. 2009 - 2010
Stephens Inc. 2007 - 2009
Tyson Foods 2006 - 2007
Skills
Financial Modeling, Financial Reporting, Business Valuation, Financial Analysis, M&A experience, M&A execution, M&A analysis, Business Development, Management, Negotiation, Investment Banking, Mergers & Acquisitions, Due Diligence, Corporate Finance, Strategy, Valuation, Finance
Education
University of Arkansas
BSBA, Accounting, Minor in Economics
Matthew B. Marietta's Stephens Inc. Experience September 2013 - Present
Job Vice President, Equity Research Analyst: Oilfield Services
Industry Investment Banking
Experience
Stephens Inc. September 2013 - Present
Stephens Inc. September 2011 - September 2013
Exterran September 2010 - September 2011
Forestar Group Inc. January 2009 - September 2010
XTO Energy May 2007 - April 2008
Vinson & Elkins May 2005 - September 2006
Skills
Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Market Research, Energy, Natural Gas, Oil and Gas Analysis, Business Analysis, Analysis, Equity Research, Excel, Business Strategy, Budgeting, Market Analysis, Valuation, Process Improvement, Strategic Financial..., Investments, Portfolio Management, Corporate Finance, Microsoft Office, Asset Managment, PowerPoint, Mergers, Trading, Energy Industry, Equities, Capital Markets, Equity Valuation, SEC filings, Securities, Series 7, Series 63
Education
Texas Christian University 2004 — 2008
BBA, Finance/Accounting
Strake Jesuit College Preparatory 1999 — 2004
HS
Stephens Inc. September 2013 - Present
Stephens Inc. September 2011 - September 2013
Exterran September 2010 - September 2011
Forestar Group Inc. January 2009 - September 2010
XTO Energy May 2007 - April 2008
Vinson & Elkins May 2005 - September 2006
Skills
Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Market Research, Energy, Natural Gas, Oil and Gas Analysis, Business Analysis, Analysis, Equity Research, Excel, Business Strategy, Budgeting, Market Analysis, Valuation, Process Improvement, Strategic Financial..., Investments, Portfolio Management, Corporate Finance, Microsoft Office, Asset Managment, PowerPoint, Mergers, Trading, Energy Industry, Equities, Capital Markets, Equity Valuation, SEC filings, Securities, Series 7, Series 63
Education
Texas Christian University 2004 — 2008
BBA, Finance/Accounting
Strake Jesuit College Preparatory 1999 — 2004
HS
Keith Westmoreland Keith Westmoreland's Stephens Inc. Experience April 2009 - Present
Job Sr. Financial Consultant at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2009 - Present
Merrill Lynch December 2003 - April 2009
Education
University of Arkansas at Fayetteville 1997 — 2001
Business, Banking & Finance
Stephens Inc. April 2009 - Present
Merrill Lynch December 2003 - April 2009
Education
University of Arkansas at Fayetteville 1997 — 2001
Business, Banking & Finance
Duncan Bates's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Global Hunter Securities July 2014 - June 2015
Global Hunter Securities February 2012 - July 2014
Willis Re July 2010 - February 2012
Interline Brands May 2008 - August 2008
EverBank May 2007 - August 2007
Skills
High Yield, E&P, Valuation, Financial Modeling, Investment Banking, Bloomberg, Muscle Cars, Capital IQ, Capital Markets, Corporate Finance, Leveraged Finance, Equity Valuation, Hedge Funds, DCF
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance
The Bolles School 2002 — 2006
Stephens Inc. June 2015 - Present
Global Hunter Securities July 2014 - June 2015
Global Hunter Securities February 2012 - July 2014
Willis Re July 2010 - February 2012
Interline Brands May 2008 - August 2008
EverBank May 2007 - August 2007
Skills
High Yield, E&P, Valuation, Financial Modeling, Investment Banking, Bloomberg, Muscle Cars, Capital IQ, Capital Markets, Corporate Finance, Leveraged Finance, Equity Valuation, Hedge Funds, DCF
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance
The Bolles School 2002 — 2006
Erin Wysong, LPC, LCDC, CSAT, EMDR Erin Wysong, LPC, LCDC, CSAT, EMDR's Stephens Inc. Experience 1990 - 1991
Job Primary Therapist at Counseling, Consulting & Inspiration Associates (CCIA, LLC)
Industry Individual & Family Services
Experience
Counseling, Consulting & Inspiration, LLC March 2015 - Present
Bluffview Counseling June 2013 - February 2015
Sante Center for Healing September 2012 - May 2013
University of North Texas September 2009 - August 2012
Belmont Custom Homes 1994 - 2009
Trammell Crow Company 1991 - 1992
Stephens Inc. 1990 - 1991
Skills
Child Development, Addiction Recovery, Adolescent Therapy, Mental Health Counseling, Group Therapy, Individual Counselling, ADHD, Impulse Control..., Anger Management, Boundaries, Codependency, Event Planning, Volunteer Management, Strategic Planning, Sex Addiction, Compulsive Sexual..., Behavioral Health, Trauma Work, Adolescents, Psychotherapy, Life Transitions, Therapists, Chemical Dependency, Mental Health, Psychology
Education
University of North Texas, Toulouse Graduate School 2010 — 2013
Master of Science, Counseling
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, Finance, Real Estate
Counseling, Consulting & Inspiration, LLC March 2015 - Present
Bluffview Counseling June 2013 - February 2015
Sante Center for Healing September 2012 - May 2013
University of North Texas September 2009 - August 2012
Belmont Custom Homes 1994 - 2009
Trammell Crow Company 1991 - 1992
Stephens Inc. 1990 - 1991
Skills
Child Development, Addiction Recovery, Adolescent Therapy, Mental Health Counseling, Group Therapy, Individual Counselling, ADHD, Impulse Control..., Anger Management, Boundaries, Codependency, Event Planning, Volunteer Management, Strategic Planning, Sex Addiction, Compulsive Sexual..., Behavioral Health, Trauma Work, Adolescents, Psychotherapy, Life Transitions, Therapists, Chemical Dependency, Mental Health, Psychology
Education
University of North Texas, Toulouse Graduate School 2010 — 2013
Master of Science, Counseling
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, Finance, Real Estate
Corey Cialeo Corey Cialeo's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Culverhouse Investment Management Group January 2013 - May 2015
Forza Financial October 2012 - December 2014
EY June 2014 - August 2014
The University of Alabama Office for Technology Transfer August 2013 - November 2013
Keener Corporation July 2013 - August 2013
University of Alabama October 2012 - May 2013
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Economics, Accounting, Investments, PowerPoint, Leadership, Business Strategy, Entrepreneurship, Finance, Data Analysis, Internal Controls, Research, Teamwork
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance and Economics, 3.87
Rancho Bernardo High School 2007 — 2011
Stephens Inc. June 2015 - Present
Culverhouse Investment Management Group January 2013 - May 2015
Forza Financial October 2012 - December 2014
EY June 2014 - August 2014
The University of Alabama Office for Technology Transfer August 2013 - November 2013
Keener Corporation July 2013 - August 2013
University of Alabama October 2012 - May 2013
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Economics, Accounting, Investments, PowerPoint, Leadership, Business Strategy, Entrepreneurship, Finance, Data Analysis, Internal Controls, Research, Teamwork
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance and Economics, 3.87
Rancho Bernardo High School 2007 — 2011
KatherineAnne Knight KatherineAnne Knight's Stephens Inc. Experience September 2005 - July 2006
Job Municipal Trader
Industry Capital Markets
Experience
Thomas McDonald Partners LLC 2015 - Present
BOK Financial December 2008 - December 2014
Alltel October 2006 - February 2009
Stephens Inc. September 2005 - July 2006
Stephens Inc. November 2003 - September 2005
Skills
Series 7, Fixed Income, Trading, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Trading Systems, FINRA, Capital Markets, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Sales
Education
University of Arkansas at Fayetteville 1999 — 2003
Finance
Thomas McDonald Partners LLC 2015 - Present
BOK Financial December 2008 - December 2014
Alltel October 2006 - February 2009
Stephens Inc. September 2005 - July 2006
Stephens Inc. November 2003 - September 2005
Skills
Series 7, Fixed Income, Trading, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Trading Systems, FINRA, Capital Markets, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Sales
Education
University of Arkansas at Fayetteville 1999 — 2003
Finance
William Sherrill William Sherrill's Stephens Inc. Experience June 2014 - Present
Job Equity Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
CGB Enterprises June 2013 - May 2014
CGB Enterprises, Inc. October 2013 - February 2014
Education
University of Arkansas 2009 — 2013
Bachelors of Science in Business Administration, Finance Major. Economics & Marketing Minors, Alumni
Universidad Pablo de Olavide 2012 — 2012
International Business
Stephens Inc. June 2014 - Present
CGB Enterprises June 2013 - May 2014
CGB Enterprises, Inc. October 2013 - February 2014
Education
University of Arkansas 2009 — 2013
Bachelors of Science in Business Administration, Finance Major. Economics & Marketing Minors, Alumni
Universidad Pablo de Olavide 2012 — 2012
International Business
Brian Bush Brian Bush's Stephens Inc. Experience June 1989 - Present
Job Registered Investment Adviser
Industry Investment Banking
Experience
Stephens Inc. June 1989 - Present
Education
University of Arkansas at Fayetteville 1977 — 1982
Master of Science (M.S.), Accounting
Stephens Inc. June 1989 - Present
Education
University of Arkansas at Fayetteville 1977 — 1982
Master of Science (M.S.), Accounting
Cord Walker's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2015 - Present
SilverMark Partners LLC (formerly Extension Advisors, LLC) May 2014 - August 2014
C-III Asset Management LLC June 2013 - August 2013
Texas House of Representatives June 2012 - July 2012
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Research, Data Analysis, Social Media, Outlook, Public Speaking, Leadership, Event Management, Marketing, Event Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor’s Degree, Corporate Finance
Universidad Nacional de Córdoba 2011 — 2011
Spanish
Stephens Inc. June 2015 - Present
SilverMark Partners LLC (formerly Extension Advisors, LLC) May 2014 - August 2014
C-III Asset Management LLC June 2013 - August 2013
Texas House of Representatives June 2012 - July 2012
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Research, Data Analysis, Social Media, Outlook, Public Speaking, Leadership, Event Management, Marketing, Event Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor’s Degree, Corporate Finance
Universidad Nacional de Córdoba 2011 — 2011
Spanish
Garrett Phelps Garrett Phelps's Stephens Inc. Experience June 2014 - Present
Job Diagnostics and Life Science Tools Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science (M.S.), Finance
University of Arkansas at Fayetteville 2009 — 2013
BS Business Administration, Finance
Stephens Inc. June 2014 - Present
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science (M.S.), Finance
University of Arkansas at Fayetteville 2009 — 2013
BS Business Administration, Finance
Chad Huneycutt's Stephens Inc. Experience March 2000 - March 2001
Job President/Owner
Industry Insurance
Experience
The Huneycutt Group, Inc (Seaside & OBX Insurance) June 2011 - Present
Seaside Insurance Agency, Inc March 2009 - June 2011
OBX Insurance Agency, Inc. August 2007 - June 2011
State Farm January 2005 - September 2010
Wells Fargo January 2001 - September 2005
Stephens Inc. March 2000 - March 2001
Credit Suisse January 1998 - March 2000
Skills
Insurance, Strategic Planning, Property & Casualty..., Commercial Insurance, Health Insurance, Team Building, New Business Development, Customer Service, Underwriting, Sales Management, Disability Insurance, Workers Compensation, Marketing, Marketing Strategy, Life Insurance, Sales, Negotiation, Business Strategy, Liability, Project Management
Education
University of North Carolina at Charlotte 1998 — 1999
BS, Finance and Investment Management
The Citadel 1995 — 1998
Finance
The Huneycutt Group, Inc (Seaside & OBX Insurance) June 2011 - Present
Seaside Insurance Agency, Inc March 2009 - June 2011
OBX Insurance Agency, Inc. August 2007 - June 2011
State Farm January 2005 - September 2010
Wells Fargo January 2001 - September 2005
Stephens Inc. March 2000 - March 2001
Credit Suisse January 1998 - March 2000
Skills
Insurance, Strategic Planning, Property & Casualty..., Commercial Insurance, Health Insurance, Team Building, New Business Development, Customer Service, Underwriting, Sales Management, Disability Insurance, Workers Compensation, Marketing, Marketing Strategy, Life Insurance, Sales, Negotiation, Business Strategy, Liability, Project Management
Education
University of North Carolina at Charlotte 1998 — 1999
BS, Finance and Investment Management
The Citadel 1995 — 1998
Finance
Alex Laufer Alex Laufer's Stephens Inc. Experience February 2013 - May 2013
Job Ratings Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2015 - Present
Standard & Poor's May 2013 - Present
Stephens Inc. February 2013 - May 2013
Standard & Poor's June 2012 - January 2013
I Love My Lawnboy March 2004 - September 2009
Skills
Analysis, Finance, Customer Service, Credit, Economics, Research, Databases, Tax, Financial Modeling, Microsoft Excel, Interpersonal..., Capital Markets, Portfolio Management
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science in Business Administration, Finance and Accounting
Standard & Poor's March 2015 - Present
Standard & Poor's May 2013 - Present
Stephens Inc. February 2013 - May 2013
Standard & Poor's June 2012 - January 2013
I Love My Lawnboy March 2004 - September 2009
Skills
Analysis, Finance, Customer Service, Credit, Economics, Research, Databases, Tax, Financial Modeling, Microsoft Excel, Interpersonal..., Capital Markets, Portfolio Management
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science in Business Administration, Finance and Accounting
Bill Stowers's Stephens Inc. Experience December 1976 - December 1985
Job President, CEO, Stowers & Associates, Inc.
Industry Investment Banking
Experience
Stowers & Associates, Inc. 1985 - Present
Stephens Inc. December 1976 - December 1985
Skills
Venture Capital, Investment Banking, Private Equity, Corporate Development, Mergers, Corporate Finance, Capital Markets, Investments, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Finance, New Business Development, Valuation, Asset Management, Managerial Finance, Business Planning, Due Diligence, Portfolio Management, Entrepreneurship, Restructuring, Competitive Analysis, Banking, Private Placements, Financial Reporting, Economics, Strategic Planning, Real Estate, Real Estate Economics, Funding, Management Consulting, Alternative Investments, IPO, Corporate Governance, Risk Management, Business Strategy, Capital, Credit, Project Finance, Securities, Financial Modeling, Hedge Funds, Strategic Financial..., Executive Management, Business Development, Asset Allocation, M&A experience, Loans, Credit Analysis, Strategy
Education
University of Utah 1975 — 1976
MBA, Business
University of Arkansas 1967 — 1971
BSBA, Banking and Finance
Stowers & Associates, Inc. 1985 - Present
Stephens Inc. December 1976 - December 1985
Skills
Venture Capital, Investment Banking, Private Equity, Corporate Development, Mergers, Corporate Finance, Capital Markets, Investments, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Finance, New Business Development, Valuation, Asset Management, Managerial Finance, Business Planning, Due Diligence, Portfolio Management, Entrepreneurship, Restructuring, Competitive Analysis, Banking, Private Placements, Financial Reporting, Economics, Strategic Planning, Real Estate, Real Estate Economics, Funding, Management Consulting, Alternative Investments, IPO, Corporate Governance, Risk Management, Business Strategy, Capital, Credit, Project Finance, Securities, Financial Modeling, Hedge Funds, Strategic Financial..., Executive Management, Business Development, Asset Allocation, M&A experience, Loans, Credit Analysis, Strategy
Education
University of Utah 1975 — 1976
MBA, Business
University of Arkansas 1967 — 1971
BSBA, Banking and Finance
Gregory Meserole Gregory Meserole's Stephens Inc. Experience April 2008 - Present
Job Senior Vice President Stephens Insurance LLC
Industry Insurance
Experience
Stephens Inc. April 2008 - Present
Skills
Product Liability, Professional Liability, Insurance, Liability, Management, Underwriting, Mergers & Acquisitions, Property & Casualty..., Commercial Insurance, D&O, Brokers, Risk Management, Legal Liability, Casualty, Workers Compensation, Property, General Insurance, Estate Planning, Captives, D, Mergers, Property, Umbrella Insurance, Life Insurance, Account Management, Negotiation, Portfolio Management, Strategic Planning, New Business Development
Education
Stephen F. Austin State University 1981 — 1985
BBA
Stephens Inc. April 2008 - Present
Skills
Product Liability, Professional Liability, Insurance, Liability, Management, Underwriting, Mergers & Acquisitions, Property & Casualty..., Commercial Insurance, D&O, Brokers, Risk Management, Legal Liability, Casualty, Workers Compensation, Property, General Insurance, Estate Planning, Captives, D, Mergers, Property, Umbrella Insurance, Life Insurance, Account Management, Negotiation, Portfolio Management, Strategic Planning, New Business Development
Education
Stephen F. Austin State University 1981 — 1985
BBA
Ellen Newhouse's Stephens Inc. Experience September 2008 - January 2012
Job Associate Practice Leader, U.S. Financial Services at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart January 2015 - Present
Spencer Stuart May 2013 - Present
Stephens Inc. September 2008 - January 2012
Stephens Inc. May 2007 - August 2008
Stephens Inc. June 2005 - June 2007
Skills
Financial Modeling, Valuation, Equity Research, Series 7, Equity Valuation, Capital Markets, Securities, Factset, Industry Analysis, Corporate Finance, Financial Analysis, Report Writing, Excel, PowerPoint, Market Research, Forecasting, Financial Services, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Major: Finance; Minor: Spanish
Spencer Stuart January 2015 - Present
Spencer Stuart May 2013 - Present
Stephens Inc. September 2008 - January 2012
Stephens Inc. May 2007 - August 2008
Stephens Inc. June 2005 - June 2007
Skills
Financial Modeling, Valuation, Equity Research, Series 7, Equity Valuation, Capital Markets, Securities, Factset, Industry Analysis, Corporate Finance, Financial Analysis, Report Writing, Excel, PowerPoint, Market Research, Forecasting, Financial Services, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Major: Finance; Minor: Spanish
Edward Lichty Edward Lichty's Stephens Inc. Experience 1991 - 1995
Job Corporate Development and Strategy at Medium
Industry Internet
Experience
Klip, Inc. September 2012 - January 2013
VUDU March 2010 - May 2012
VUDU October 2007 - March 2010
VUDU May 2006 - October 2007
TiVo Inc. 1998 - 2006
International Wireless Communications 1997 - 1998
Stephens Inc. 1991 - 1995
Skills
Strategy, Demand Generation, Start-ups, Digital Media, Competitive Analysis, Fundraising, M&A experience, Mobile Devices, Strategic Partnerships, Cross-functional Team..., Analytics, Entrepreneurship, Business Development, E-commerce, Mergers, Consumer Electronics
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Yale University 1987 — 1991
BA
Klip, Inc. September 2012 - January 2013
VUDU March 2010 - May 2012
VUDU October 2007 - March 2010
VUDU May 2006 - October 2007
TiVo Inc. 1998 - 2006
International Wireless Communications 1997 - 1998
Stephens Inc. 1991 - 1995
Skills
Strategy, Demand Generation, Start-ups, Digital Media, Competitive Analysis, Fundraising, M&A experience, Mobile Devices, Strategic Partnerships, Cross-functional Team..., Analytics, Entrepreneurship, Business Development, E-commerce, Mergers, Consumer Electronics
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Yale University 1987 — 1991
BA
Spencer Piland Spencer Piland's Stephens Inc. Experience July 2008 - June 2010
Job Vice President of Finance at NJOY Electronic Cigarettes
Industry Financial Services
Experience
NJOY Electronic Cigarettes July 2015 - Present
NJOY Electronic Cigarettes November 2014 - July 2015
LivingSocial February 2014 - November 2014
LivingSocial July 2013 - February 2014
LivingSocial March 2012 - July 2013
LivingSocial May 2011 - March 2012
Blackstreet Capital Management July 2010 - May 2011
Stephens Inc. July 2008 - June 2010
ABN AMRO N.V. (LaSalle Bank) June 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Corporate Finance, Private Equity, Strategic Planning, Management, Mergers, Corporate FP&A, Financial Statements, Restructuring, Financial Reporting, Finance, Strategic Finance, Budgets, Strategy, Strategic Financial..., Financial Planning, Portfolio Management, Investment Banking, Investments, Analysis, Forecasting, Leadership
Education
University of Arkansas 2004 — 2008
B.S.B.A., Finance, Minor in Accounting
CIMBA, Business Program (Italy) 2006 — 2006
Universitat Pompeu Fabra 2005 — 2005
Spanish
NJOY Electronic Cigarettes July 2015 - Present
NJOY Electronic Cigarettes November 2014 - July 2015
LivingSocial February 2014 - November 2014
LivingSocial July 2013 - February 2014
LivingSocial March 2012 - July 2013
LivingSocial May 2011 - March 2012
Blackstreet Capital Management July 2010 - May 2011
Stephens Inc. July 2008 - June 2010
ABN AMRO N.V. (LaSalle Bank) June 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Corporate Finance, Private Equity, Strategic Planning, Management, Mergers, Corporate FP&A, Financial Statements, Restructuring, Financial Reporting, Finance, Strategic Finance, Budgets, Strategy, Strategic Financial..., Financial Planning, Portfolio Management, Investment Banking, Investments, Analysis, Forecasting, Leadership
Education
University of Arkansas 2004 — 2008
B.S.B.A., Finance, Minor in Accounting
CIMBA, Business Program (Italy) 2006 — 2006
Universitat Pompeu Fabra 2005 — 2005
Spanish
Alexandra Lundell Alexandra Lundell's Stephens Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Banking
Experience
Stephens Inc. June 2014 - Present
CCG Advisors May 2013 - May 2014
Equity Partners, Australia June 2012 - August 2012
Wunderlich Securities July 2011 - July 2011
New York University January 2009 - January 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Valuation, Investment Banking, Finance
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Terry College of Business
Bachelor of Business Administration, Banking and Finance
Stephens Inc. June 2014 - Present
CCG Advisors May 2013 - May 2014
Equity Partners, Australia June 2012 - August 2012
Wunderlich Securities July 2011 - July 2011
New York University January 2009 - January 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Valuation, Investment Banking, Finance
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Terry College of Business
Bachelor of Business Administration, Banking and Finance
Sherry L. Jarrell Sherry L. Jarrell's Stephens Inc. Experience 2011 - 2015
Job finance and economics at Wake Forest University
Industry Higher Education
Experience
Wake Forest University consultantStephens Inc.2011 - 2015
Stephens Inc. 2011 - 2015
NC State Government 2010 - 2014
NC State Government 2010 - 2014
Wake Forest University 1998 - 2013
McGraw Hill 1998 - 2001
Georgia State University 1996 - 1999
Education
The University of Chicago Booth School of Business 1986 — 1991
Wake Forest University School of Business
Wake Forest University Schools of Business
Wake Forest University Schools of Business
Wake Forest University consultantStephens Inc.2011 - 2015
Stephens Inc. 2011 - 2015
NC State Government 2010 - 2014
NC State Government 2010 - 2014
Wake Forest University 1998 - 2013
McGraw Hill 1998 - 2001
Georgia State University 1996 - 1999
Education
The University of Chicago Booth School of Business 1986 — 1991
Wake Forest University School of Business
Wake Forest University Schools of Business
Wake Forest University Schools of Business
Garrett Simpson Garrett Simpson's Stephens Inc. Experience 2011 - Present
Job Sales Assistant at Stephens Inc.
Industry Marketing and Advertising
Experience
Stephens Inc. 2011 - Present
The Office of Senator Blanche L. Lincoln 2010 - 2010
Skills
Social Media
Education
University of Arkansas 2006 — 2010
Stephens Inc. 2011 - Present
The Office of Senator Blanche L. Lincoln 2010 - 2010
Skills
Social Media
Education
University of Arkansas 2006 — 2010
Morrow Bailey Morrow Bailey's Stephens Inc. Experience July 2004 - August 2005
Job Walnut Grove Capital Partners
Industry Investment Management
Experience
Walnut Grove Capital Partners May 2013 - Present
Trivantis February 2015 - Present
The Wise Company February 2015 - Present
Columbia Wanger Asset Management August 2010 - April 2013
Diversified Trust Company August 2005 - August 2008
Stephens Inc. July 2004 - August 2005
Skills
Equities, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Portfolio Management, Asset Managment, Alternative Investments, Financial Analysis, Private Equity, Venture Capital, Investments, Equity Research, Asset Management, Wealth Management, Asset Allocation, Bloomberg
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Entrepreneurship, Finance
University of Mississippi 2003 — 2004
Master of Accountancy, Accounting
University of Mississippi 1999 — 2003
Bachelor of Accountancy, Accounting
Walnut Grove Capital Partners May 2013 - Present
Trivantis February 2015 - Present
The Wise Company February 2015 - Present
Columbia Wanger Asset Management August 2010 - April 2013
Diversified Trust Company August 2005 - August 2008
Stephens Inc. July 2004 - August 2005
Skills
Equities, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Portfolio Management, Asset Managment, Alternative Investments, Financial Analysis, Private Equity, Venture Capital, Investments, Equity Research, Asset Management, Wealth Management, Asset Allocation, Bloomberg
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Entrepreneurship, Finance
University of Mississippi 2003 — 2004
Master of Accountancy, Accounting
University of Mississippi 1999 — 2003
Bachelor of Accountancy, Accounting
Chris Monroe Chris Monroe's Stephens Inc. Experience 1996 - 1999
Job Principal / National Sales Director at RxResults
Industry Hospital & Health Care
Experience
RxResults September 2009 - Present
BCC & DGC 2006 - 2009
Rineco 2000 - 2005
Source One Spares 1999 - 2000
Stephens Inc. 1996 - 1999
Education
University of Arkansas 1989 — 1993
BA, History
Little Rock Catholic High School 1985 — 1989
RxResults September 2009 - Present
BCC & DGC 2006 - 2009
Rineco 2000 - 2005
Source One Spares 1999 - 2000
Stephens Inc. 1996 - 1999
Education
University of Arkansas 1989 — 1993
BA, History
Little Rock Catholic High School 1985 — 1989
Clay Cole Clay Cole's Stephens Inc. Experience July 2006 - March 2008
Job Principal at General Catalyst
Industry Financial Services
Experience
General Catalyst Partners July 2011 - Present
H.I.G. Capital July 2008 - July 2011
Stephens Inc. July 2006 - March 2008
Skills
Leveraged Finance, Corporate Finance, Deal Sourcing, Investments, Growth Capital, Private Equity, Venture Capital, Financial Analysis, Investment Banking, Corporate Development, Equities, Valuation, Portfolio Management, Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling, Start-ups
Education
University of Arkansas at Fayetteville 2001 — 2006
Bachelor of Science (B.S.), Industrial Engineering
General Catalyst Partners July 2011 - Present
H.I.G. Capital July 2008 - July 2011
Stephens Inc. July 2006 - March 2008
Skills
Leveraged Finance, Corporate Finance, Deal Sourcing, Investments, Growth Capital, Private Equity, Venture Capital, Financial Analysis, Investment Banking, Corporate Development, Equities, Valuation, Portfolio Management, Finance, Mergers & Acquisitions, Due Diligence, Financial Modeling, Start-ups
Education
University of Arkansas at Fayetteville 2001 — 2006
Bachelor of Science (B.S.), Industrial Engineering
Charlotte Whitten Charlotte Whitten's Stephens Inc. Experience 1999 - 2001
Job President/General Manager at JBS Tool and Fastener
Industry Construction
Experience
JBS Tool and Fastener May 2005 - Present
Southwest Securities 2001 - 2003
Stephens Inc. 1999 - 2001
Dain Rauscher, Inc. 1997 - 1999
Spglass Trading 1991 - 1997
The Texas State Senate 1988 - 1990
Skills
Contract Negotiation, Investments, Equities, Sales Management, Negotiation, Account Management, New Business Development, Strategic Planning, Team Building, Operations Management, Sales Operations, Budgets, Forecasting, Sales, Selling, Customer Service, Executive Management
Education
UT Southwestern Medical School 2004 — 2005
Nutrition
Texas State University 1989 — 1990
BA, Finance
Texas A&M University 1976 — 1978
Accounting
JBS Tool and Fastener May 2005 - Present
Southwest Securities 2001 - 2003
Stephens Inc. 1999 - 2001
Dain Rauscher, Inc. 1997 - 1999
Spglass Trading 1991 - 1997
The Texas State Senate 1988 - 1990
Skills
Contract Negotiation, Investments, Equities, Sales Management, Negotiation, Account Management, New Business Development, Strategic Planning, Team Building, Operations Management, Sales Operations, Budgets, Forecasting, Sales, Selling, Customer Service, Executive Management
Education
UT Southwestern Medical School 2004 — 2005
Nutrition
Texas State University 1989 — 1990
BA, Finance
Texas A&M University 1976 — 1978
Accounting
Pam Woodruff's Stephens Inc. Experience September 2000 - January 2015
Job Executive Director, Equity Sales Trading at Olivetree Financial
Industry Financial Services
Experience
Olivetree USA, LLC September 2015 - Present
Stephens Inc September 2000 - January 2015
Fahnestock & Company February 1999 - July 2000
Fidelity Investments, Fidelity Capital Markets July 1996 - January 1999
Nations Bank, NationSecurities July 1992 - July 1996
Fidelity Investments, Fidelity Capital Markets 1991 - 1992
Boston Stock Exchange 1990 - 1991
Kidder Peabody 1988 - 1990
Skills
Bloomberg, Capital Markets, Equities, Equity Trading, Hedge Funds, Investments, Securities, Series 63, Series 7, Asset Management, Alternative Investments, Trading, Electronic Trading
Education
St. Lawrence University 1984 — 1988
Bachelor’s Degree, English Language and Literature, General
Kent Place School 1980 — 1984
High School
Olivetree USA, LLC September 2015 - Present
Stephens Inc September 2000 - January 2015
Fahnestock & Company February 1999 - July 2000
Fidelity Investments, Fidelity Capital Markets July 1996 - January 1999
Nations Bank, NationSecurities July 1992 - July 1996
Fidelity Investments, Fidelity Capital Markets 1991 - 1992
Boston Stock Exchange 1990 - 1991
Kidder Peabody 1988 - 1990
Skills
Bloomberg, Capital Markets, Equities, Equity Trading, Hedge Funds, Investments, Securities, Series 63, Series 7, Asset Management, Alternative Investments, Trading, Electronic Trading
Education
St. Lawrence University 1984 — 1988
Bachelor’s Degree, English Language and Literature, General
Kent Place School 1980 — 1984
High School
Dumas Garrett's Stephens Inc. Experience 2003 - 2007
Job President & CEO, DeWafelbakkers LLC
Industry Food & Beverages
Experience
De Wafelbakkers, LLC January 2008 - Present
Stephens Inc. 2003 - 2007
Z-Tel Communications 1999 - 2003
Stephens Inc. 1987 - 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
University of Arkansas 1978 — 1983
De Wafelbakkers, LLC January 2008 - Present
Stephens Inc. 2003 - 2007
Z-Tel Communications 1999 - 2003
Stephens Inc. 1987 - 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
University of Arkansas 1978 — 1983
Omer Ajam's Stephens Inc. Experience August 2004 - December 2004
Job Senior Financial Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2008 - Present
JPMorgan Chase April 2007 - November 2007
JPMorgan Chase April 2006 - April 2007
University of Arkansas at Little Rock May 2005 - May 2006
Stephens Inc. August 2004 - December 2004
Skills
Analysis, Bloomberg, Budgets, Corporate Finance, Finance, Financial Modeling, Forecasting, Portfolio Management
Education
University of Arkansas at Little Rock 2004 — 2006
MBA, Finance
The Ohio State University 1997 — 2001
BA, Political Science
JPMorgan Chase January 2008 - Present
JPMorgan Chase April 2007 - November 2007
JPMorgan Chase April 2006 - April 2007
University of Arkansas at Little Rock May 2005 - May 2006
Stephens Inc. August 2004 - December 2004
Skills
Analysis, Bloomberg, Budgets, Corporate Finance, Finance, Financial Modeling, Forecasting, Portfolio Management
Education
University of Arkansas at Little Rock 2004 — 2006
MBA, Finance
The Ohio State University 1997 — 2001
BA, Political Science
Jonathan Houk's Stephens Inc. Experience June 2002 - May 2010
Job Project Manager at Talisys
Industry Financial Services
Experience
Talisys May 2014 - Present
CSS Hosted Solutions May 2010 - May 2014
Stephens Inc. June 2002 - May 2010
Skills
T-SQL, SQL, Microsoft SQL Server, Disaster Recovery, Windows Server, IT Management, Servers, Troubleshooting, VMware, Database Design, Windows, Business Analysis, Virtualization, Vendor Management, Software Development, Operating Systems, Visual Basic, Database Administration, Crystal Reports, Databases, Software Documentation, Team Leadership, Cloud Computing, Data Analysis, Data Center, System Administration, Requirements Analysis, IIS, Analysis, Software Project..., Storage Area Networks, Process Improvement, Project Management, IT Strategy, Active Directory, Business Intelligence, SaaS, Visio, SDLC, Visual Studio, Enterprise Storage, MS Project, Powershell, Information Technology, TFS, Financial Services, Database Security, Project Planning, Telecommunications
Education
University of Arkansas 1998 — 2002
Talisys May 2014 - Present
CSS Hosted Solutions May 2010 - May 2014
Stephens Inc. June 2002 - May 2010
Skills
T-SQL, SQL, Microsoft SQL Server, Disaster Recovery, Windows Server, IT Management, Servers, Troubleshooting, VMware, Database Design, Windows, Business Analysis, Virtualization, Vendor Management, Software Development, Operating Systems, Visual Basic, Database Administration, Crystal Reports, Databases, Software Documentation, Team Leadership, Cloud Computing, Data Analysis, Data Center, System Administration, Requirements Analysis, IIS, Analysis, Software Project..., Storage Area Networks, Process Improvement, Project Management, IT Strategy, Active Directory, Business Intelligence, SaaS, Visio, SDLC, Visual Studio, Enterprise Storage, MS Project, Powershell, Information Technology, TFS, Financial Services, Database Security, Project Planning, Telecommunications
Education
University of Arkansas 1998 — 2002
Carrie Covert's Stephens Inc. Experience August 2003 - Present
Job VP of Institutional Equity Sales at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2003 - Present
Stephens Inc. June 2000 - August 2003
Education
University of Arkansas 1996 — 2000
BSBA, Finance
Lakeside High School
Stephens Inc. August 2003 - Present
Stephens Inc. June 2000 - August 2003
Education
University of Arkansas 1996 — 2000
BSBA, Finance
Lakeside High School
Ranil Egodahewage's Stephens Inc. Experience August 1996 - September 1997
Job TeleBlend
Industry Telecommunications
Experience
TeleBlend May 2007 - Present
SunRocket May 2004 - July 2007
EdgeAccess February 2002 - June 2004
ZeroPlus, Inc December 1999 - December 2001
e-Net, Inc September 1998 - December 1999
Stephens Inc. August 1996 - September 1997
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
Masters of Science, Telecommunications
University of Central Arkansas 1992 — 1996
BBA, Computer Information Systems, Minor Honors Interdisciplinary Studies
TeleBlend May 2007 - Present
SunRocket May 2004 - July 2007
EdgeAccess February 2002 - June 2004
ZeroPlus, Inc December 1999 - December 2001
e-Net, Inc September 1998 - December 1999
Stephens Inc. August 1996 - September 1997
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
Masters of Science, Telecommunications
University of Central Arkansas 1992 — 1996
BBA, Computer Information Systems, Minor Honors Interdisciplinary Studies
Jason Timothy's Stephens Inc. Experience 2008 - Present
Job VP Investment Banking
Industry Investment Banking
Experience
Stephens Inc. 2008 - Present
Hovde Financial 2004 - 2006
Education
Southern Methodist University - Cox School of Business 2000 — 2004
Stephens Inc. 2008 - Present
Hovde Financial 2004 - 2006
Education
Southern Methodist University - Cox School of Business 2000 — 2004
Patty Mitchell's Stephens Inc. Experience January 1997 - January 2000
Job Equity Sales Trader at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. May 2007 - April 2012
UBS Investment Bank January 2000 - May 2007
Stephens Inc. January 1997 - January 2000
Skills
Bloomberg, Series 7, Equities, Equity Sales
Education
Union College 1988 — 1992
BA, Economics
Weeden & Co. May 2007 - April 2012
UBS Investment Bank January 2000 - May 2007
Stephens Inc. January 1997 - January 2000
Skills
Bloomberg, Series 7, Equities, Equity Sales
Education
Union College 1988 — 1992
BA, Economics
Brian Wardle's Stephens Inc. Experience August 2008 - Present
Job Managing Director/Equity Position Trader
Industry Financial Services
Experience
Stephens Inc. August 2008 - Present
Skills
Series 7, Equities, Series 63, Securities, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation, Financial Modeling, Trading, Equity Trading, Financial Markets, Financial Analysis, Bonds, Options, Derivatives, Asset Allocation, Mutual Funds, ETFs, Investment Management, Risk Management, Financial Services, Investment Strategies, Strategic Financial..., Financial Structuring, Emerging Markets, Finance, Commodity, Credit, Equity Capital Markets
Education
The University of Texas at Arlington 1997 — 1999
yes, International business/german
Texas Tech University
Stephens Inc. August 2008 - Present
Skills
Series 7, Equities, Series 63, Securities, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation, Financial Modeling, Trading, Equity Trading, Financial Markets, Financial Analysis, Bonds, Options, Derivatives, Asset Allocation, Mutual Funds, ETFs, Investment Management, Risk Management, Financial Services, Investment Strategies, Strategic Financial..., Financial Structuring, Emerging Markets, Finance, Commodity, Credit, Equity Capital Markets
Education
The University of Texas at Arlington 1997 — 1999
yes, International business/german
Texas Tech University
Alan Pierce's Stephens Inc. Experience 1991 - 1993
Job Chief Investment Officer at Wright Family Office, Inc.
Industry Venture Capital & Private Equity
Experience
Wright Family Office, Inc. August 2005 - Present
SG Cowen January 2001 - April 2003
PaineWebber 1996 - 1999
Stephens Inc. 1991 - 1993
Skills
Investments, Private Equity, Hedge Funds, Equities, Portfolio Management, Finance, Mutual Funds, Real Estate, Acquisitions, Management, Venture Capital, Capital, Mergers & Acquisitions, Valuation, Corporate Development, Alternative Investments, Financial Modeling
Education
The University of Texas at Austin 1993 — 1997
JD
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1997
MBA
Washington and Lee University 1987 — 1991
BS, Business Administration
Wright Family Office, Inc. August 2005 - Present
SG Cowen January 2001 - April 2003
PaineWebber 1996 - 1999
Stephens Inc. 1991 - 1993
Skills
Investments, Private Equity, Hedge Funds, Equities, Portfolio Management, Finance, Mutual Funds, Real Estate, Acquisitions, Management, Venture Capital, Capital, Mergers & Acquisitions, Valuation, Corporate Development, Alternative Investments, Financial Modeling
Education
The University of Texas at Austin 1993 — 1997
JD
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1997
MBA
Washington and Lee University 1987 — 1991
BS, Business Administration
Bryant Smith's Stephens Inc. Experience March 2003 - Present
Job FI Investment Sales at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. March 2003 - Present
Skills
Financial Analysis, Strategic Planning, Marketing, Customer Service, Management, Investments, Portfolio Management, Series 7, Sales, Financial Modeling
Education
University of Arkansas 1998 — 2002
Stephens Inc. March 2003 - Present
Skills
Financial Analysis, Strategic Planning, Marketing, Customer Service, Management, Investments, Portfolio Management, Series 7, Sales, Financial Modeling
Education
University of Arkansas 1998 — 2002
Fred Perkins's Stephens Inc. Experience July 2006 - January 2009
Job Wright, Lindsey & Jennings LLP
Industry Legal Services
Experience
Wright, Lindsey & Jennings LLP October 2012 - Present
Stephens Inc. July 2006 - January 2009
Acxiom Corporation 2000 - 2006
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
JD
University of Arkansas 1983 — 1987
BSBA, Accounting
Wright, Lindsey & Jennings LLP October 2012 - Present
Stephens Inc. July 2006 - January 2009
Acxiom Corporation 2000 - 2006
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
JD
University of Arkansas 1983 — 1987
BSBA, Accounting
Charles M. Tappan Jr.'s Stephens Inc. Experience October 2008 - September 2010
Job Staff Mixologist Pernod Ricard, DC/MD at Republic National Distributing Company
Industry Food & Beverages
Experience
Republic National Distributing Company November 2014 - Present
John Eric Home Magazine November 2012 - Present
Veneràte Group, LLC. 2012 - 2014
Hyatt Hotels Corporation October 2011 - March 2013
Master Point, LLC. December 2010 - January 2012
Stephens Inc. October 2008 - September 2010
Tradition Financial Services, Inc December 2003 - November 2007
Skills
Bartending, Menu Development, Alcoholic Beverages, Mixology, Capital Markets, Investments, Knowledge of Multiple..., New Business Development, Wine & Spirits Industry, Sales, Research, Equity Trading, Financial Analysis, Relationship Management, Financial Modeling, Market Research, Series 7, Valuation, Cocktails, Portfolio Management, Hospitality
Education
Beverage Alcohol Resource (BAR) 5 Day 2014 — 2014
Bar Ready, Cocktails, Spirits, Bartending
BarSmarts Advanced 2013 — 2013
Graduate, Spirits and Bartending Knowledge
Bar Smarts Wired 2011 — 2012
Graduate, Spirits and Bartending Knowledge
Professional Bartending School - Arlington, VA 2011 — 2011
Graduate, Bartending
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science (BS), Marketing and Entrepreneurship
Baylor School Tennessee 1996 — 1999
Republic National Distributing Company November 2014 - Present
John Eric Home Magazine November 2012 - Present
Veneràte Group, LLC. 2012 - 2014
Hyatt Hotels Corporation October 2011 - March 2013
Master Point, LLC. December 2010 - January 2012
Stephens Inc. October 2008 - September 2010
Tradition Financial Services, Inc December 2003 - November 2007
Skills
Bartending, Menu Development, Alcoholic Beverages, Mixology, Capital Markets, Investments, Knowledge of Multiple..., New Business Development, Wine & Spirits Industry, Sales, Research, Equity Trading, Financial Analysis, Relationship Management, Financial Modeling, Market Research, Series 7, Valuation, Cocktails, Portfolio Management, Hospitality
Education
Beverage Alcohol Resource (BAR) 5 Day 2014 — 2014
Bar Ready, Cocktails, Spirits, Bartending
BarSmarts Advanced 2013 — 2013
Graduate, Spirits and Bartending Knowledge
Bar Smarts Wired 2011 — 2012
Graduate, Spirits and Bartending Knowledge
Professional Bartending School - Arlington, VA 2011 — 2011
Graduate, Bartending
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science (BS), Marketing and Entrepreneurship
Baylor School Tennessee 1996 — 1999
Ed Bisno's Stephens Inc. Experience 1987 - 1996
Job President at Bisno Communications
Industry Public Relations and Communications
Experience
Bisno Communications April 2003 - Present
Edelman October 1999 - March 2003
Morgen-Walke Associates May 1997 - May 1999
Stephens Inc. 1987 - 1996
Skills
Crisis Management, Speech Writing, Marketing Strategy, Integrated Marketing, Mergers, Marketing Communications, Strategic Planning, Social Media Marketing, Press Releases, Financial Communications, Marketing, Corporate Social..., Investor Relations, Corporate Communications, Employee Engagement, Bankruptcy..., Mergers & Acquisitions, Management, Messaging, Crisis Communications, Strategic Communications
Education
The University of Memphis—Cecil C. Humphreys School of Law
JD, Law
The University of Texas at Austin - The Red McCombs School of Business
BBA, Marketing
Christian Brothers High School, Memphis, TN
Bisno Communications April 2003 - Present
Edelman October 1999 - March 2003
Morgen-Walke Associates May 1997 - May 1999
Stephens Inc. 1987 - 1996
Skills
Crisis Management, Speech Writing, Marketing Strategy, Integrated Marketing, Mergers, Marketing Communications, Strategic Planning, Social Media Marketing, Press Releases, Financial Communications, Marketing, Corporate Social..., Investor Relations, Corporate Communications, Employee Engagement, Bankruptcy..., Mergers & Acquisitions, Management, Messaging, Crisis Communications, Strategic Communications
Education
The University of Memphis—Cecil C. Humphreys School of Law
JD, Law
The University of Texas at Austin - The Red McCombs School of Business
BBA, Marketing
Christian Brothers High School, Memphis, TN
Brian Bratcher's Stephens Inc. Experience
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc.
Skills
Financial Sponsors Group
Education
University of Arkansas 1989 — 1993
Stephens Inc.
Skills
Financial Sponsors Group
Education
University of Arkansas 1989 — 1993
Cody McGrath's Stephens Inc. Experience August 2008 - Present
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2008 - Present
JPMorgan June 2007 - July 2008
Skills
Valuation, Capital Markets
Education
University of Arkansas 2004 — 2007
Finance/Investments
The University of Texas at Arlington 2003 — 2004
Finance
Stephens Inc. August 2008 - Present
JPMorgan June 2007 - July 2008
Skills
Valuation, Capital Markets
Education
University of Arkansas 2004 — 2007
Finance/Investments
The University of Texas at Arlington 2003 — 2004
Finance
Brent Akers's Stephens Inc. Experience April 2013 - Present
Job SVP Private Client Group at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. April 2013 - Present
Private Banking and Wealth Management November 1999 - April 2013
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Stephens Inc. April 2013 - Present
Private Banking and Wealth Management November 1999 - April 2013
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Elizabeth Deal Miller's Stephens Inc. Experience December 1999 - Present
Job SCM Administrator at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. December 1999 - Present
Herrington Inc. June 1993 - December 1999
Education
University of Arkansas 1980 — 1984
BA, Communications
Stephens Inc. December 1999 - Present
Herrington Inc. June 1993 - December 1999
Education
University of Arkansas 1980 — 1984
BA, Communications
Dale Dawson's Stephens Inc. Experience September 1999 - September 2003
Job Founder & CEO at Bridge2Rwanda
Industry Nonprofit Organization Management
Experience
Bridge2Rwanda 2007 - Present
Stephens Inc. September 1999 - September 2003
TruckPro April 1992 - December 1998
Stephens Inc. February 1985 - March 1992
KPMG January 1976 - February 1985
Skills
Investment Banker, Entrepreneur
Education
The University of Texas at Austin - Red McCombs School of Business 1970 — 1976
BBA;MPA, Accounting, Tax, Finance
Bridge2Rwanda 2007 - Present
Stephens Inc. September 1999 - September 2003
TruckPro April 1992 - December 1998
Stephens Inc. February 1985 - March 1992
KPMG January 1976 - February 1985
Skills
Investment Banker, Entrepreneur
Education
The University of Texas at Austin - Red McCombs School of Business 1970 — 1976
BBA;MPA, Accounting, Tax, Finance
Stuart M. Irby, Jr.'s Stephens Inc. Experience June 2010 - Present
Job AssociateStephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2010 - Present
Stuart C. Irby Co. September 2004 - June 2008
Sonepar USA 2005 - 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance & Accounting Concentration
The Investment Banking Institute (IBI) 2009 — 2009
University of Mississippi 1998 — 2002
Bachelor of Arts, English
University of Mississippi - School of Business Administration 1998 — 2002
Minor, International Business
Stephens Inc. June 2010 - Present
Stuart C. Irby Co. September 2004 - June 2008
Sonepar USA 2005 - 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance & Accounting Concentration
The Investment Banking Institute (IBI) 2009 — 2009
University of Mississippi 1998 — 2002
Bachelor of Arts, English
University of Mississippi - School of Business Administration 1998 — 2002
Minor, International Business
Chris Glancy, CFA's Stephens Inc. Experience July 2012 - February 2013
Job Senior Consultant Investor Relations & Capital Markets at Windstream
Industry Telecommunications
Experience
Windstream February 2015 - Present
Windstream Communications April 2013 - Present
Stephens Inc. July 2012 - February 2013
Avondale Partners 2008 - December 2012
Thompson Dunavant PLC January 2008 - August 2008
Skills
Financial Analysis, Equity Research, Financial Modeling, Valuation, Chartered Financial..., Equity Valuation, Analysis, Due Diligence, Strategy, Bloomberg, Financial Statement..., Series 63, Series 7, Telecommunications, Equities, Sell Side, VBA, Database Design, Essbase, Procurement, Network Architecture, SQL, Microsoft Excel, Mergers & Acquisitions, Communication Equipment, Capital Markets, Telecom Infrastructure, Chinese History, Chinese Politics, Chinese Culture
Education
The University of Memphis 2006 — 2008
Master's Degree, Finance
Rhodes College 2001 — 2005
Bachelor's Degree, Business Administration
Catholic High School 1997 — 2001
Windstream February 2015 - Present
Windstream Communications April 2013 - Present
Stephens Inc. July 2012 - February 2013
Avondale Partners 2008 - December 2012
Thompson Dunavant PLC January 2008 - August 2008
Skills
Financial Analysis, Equity Research, Financial Modeling, Valuation, Chartered Financial..., Equity Valuation, Analysis, Due Diligence, Strategy, Bloomberg, Financial Statement..., Series 63, Series 7, Telecommunications, Equities, Sell Side, VBA, Database Design, Essbase, Procurement, Network Architecture, SQL, Microsoft Excel, Mergers & Acquisitions, Communication Equipment, Capital Markets, Telecom Infrastructure, Chinese History, Chinese Politics, Chinese Culture
Education
The University of Memphis 2006 — 2008
Master's Degree, Finance
Rhodes College 2001 — 2005
Bachelor's Degree, Business Administration
Catholic High School 1997 — 2001
Patrick Clark's Stephens Inc. Experience Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Grant Jones's Stephens Inc. Experience January 2012 - September 2012
Job Director, Mergers & Acquisitions at Walmart
Industry Investment Banking
Experience
Walmart October 2013 - Present
Stephens Inc. January 2012 - September 2012
Stephens Inc. June 2008 - January 2012
Stephens Inc. July 2006 - June 2008
Entrust Inc. July 2005 - July 2006
Skills
Series 7, Corporate Development, Business Valuation, Divestitures, Series 63, IPO, Valuation, Financial Modeling, Capital IQ, DCF, Competitive Analysis, Derivatives, Business Development, Equity Valuation, Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets
Education
University of Cambridge 2012 — 2013
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2001 — 2005
BBA
Walmart October 2013 - Present
Stephens Inc. January 2012 - September 2012
Stephens Inc. June 2008 - January 2012
Stephens Inc. July 2006 - June 2008
Entrust Inc. July 2005 - July 2006
Skills
Series 7, Corporate Development, Business Valuation, Divestitures, Series 63, IPO, Valuation, Financial Modeling, Capital IQ, DCF, Competitive Analysis, Derivatives, Business Development, Equity Valuation, Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets
Education
University of Cambridge 2012 — 2013
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2001 — 2005
BBA
Barry McCarver's Stephens Inc. Experience February 2012 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. February 2012 - Present
Stephens Inc. February 2008 - February 2012
Stephens Inc. February 2007 - February 2008
Education
University of Arkansas 1994 — 1998
BSBA, Finance
Stephens Inc. February 2012 - Present
Stephens Inc. February 2008 - February 2012
Stephens Inc. February 2007 - February 2008
Education
University of Arkansas 1994 — 1998
BSBA, Finance
Drew Lipke's Stephens Inc. Experience September 2014 - Present
Job Equity Research at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. September 2014 - Present
Stephens Inc. June 2007 - September 2014
Education
The University of Georgia 2003 — 2007
Stephens Inc. September 2014 - Present
Stephens Inc. June 2007 - September 2014
Education
The University of Georgia 2003 — 2007
Timothy Bonstaff's Stephens Inc. Experience June 2010 - July 2011
Job Associate Energy Group at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners July 2011 - Present
Stephens Inc. June 2010 - July 2011
Chaffe & Associates, Inc. May 2009 - May 2010
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
Evercore Partners July 2011 - Present
Stephens Inc. June 2010 - July 2011
Chaffe & Associates, Inc. May 2009 - May 2010
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
Blake James's Stephens Inc. Experience April 2009 - Present
Job Producing Sales Manager at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. April 2009 - Present
Stephens Inc. September 2000 - Present
Stephens Inc. 1998 - 2013
Skills
Financial Modeling, Valuation, Investments, Equities, Capital Markets, Portfolio Management, Bloomberg, Financial Analysis, Hedge Funds, Asset Management
Education
University of Arkansas 1990 — 1994
BSBA, Financial Management
Stephens Inc. April 2009 - Present
Stephens Inc. September 2000 - Present
Stephens Inc. 1998 - 2013
Skills
Financial Modeling, Valuation, Investments, Equities, Capital Markets, Portfolio Management, Bloomberg, Financial Analysis, Hedge Funds, Asset Management
Education
University of Arkansas 1990 — 1994
BSBA, Financial Management
Alison (Bisno) Peck, CFA's Stephens Inc. Experience March 1982 - April 1996
Job President at Peck Wealth Management
Industry Investment Management
Experience
Peck Wealth Management May 2011 - Present
JPMorgan 2005 - 2008
HSBC 2002 - 2005
U.S. Trust 1998 - 2002
Lawrence O'donnell Marcus & Co. 1996 - 1998
Stephens Inc. March 1982 - April 1996
Skills
Financial Services, Alternative Investments, Investment Advisory, Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Investment Management, Fixed Income, Equities, Series 7, Investment Banking, Asset Allocation, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Economics
The University of Memphis 1973 — 1977
B.B.A., Finance, 3.97 summa cum laude
Peck Wealth Management May 2011 - Present
JPMorgan 2005 - 2008
HSBC 2002 - 2005
U.S. Trust 1998 - 2002
Lawrence O'donnell Marcus & Co. 1996 - 1998
Stephens Inc. March 1982 - April 1996
Skills
Financial Services, Alternative Investments, Investment Advisory, Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Investment Management, Fixed Income, Equities, Series 7, Investment Banking, Asset Allocation, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Economics
The University of Memphis 1973 — 1977
B.B.A., Finance, 3.97 summa cum laude
Dick Torti's Stephens Inc. Experience 1983 - 1987
Job Private Consulting at Self Employed
Industry Insurance
Experience
Self Employed June 2013 - Present
State of Arkansas May 2005 - Present
Self Employed 2012 - 2014
Union Bank California 1999 - 2001
Stephens Inc. 1983 - 1987
Skills
Financial Analysis, Credit Analysis, Banking, Insurance, Budgets, Sales, Risk Management, Strategic Planning, Real Estate, Leadership, Small Business, Microsoft Office, Investments, Negotiation, Credit, Portfolio Management, Securities, Mutual Funds, Loans, Accounting, Public Speaking, Series 7, Customer Service, Process Improvement, Capital Markets, Mortgage Lending, Strategic Financial..., Financial Modeling, Analysis, Finance, Policy, Payroll, Business Planning, Management, Training, Financial Institutions, Contract Negotiation, Commercial Banking, Credit Risk, Team Building, Due Diligence, Commercial Lending, Fixed Income, Underwriting, Business Strategy, Asset Management, Operations Management, Team Leadership, Valuation, Small Business Lending
Education
The University of Memphis
MBA, Finance
Self Employed June 2013 - Present
State of Arkansas May 2005 - Present
Self Employed 2012 - 2014
Union Bank California 1999 - 2001
Stephens Inc. 1983 - 1987
Skills
Financial Analysis, Credit Analysis, Banking, Insurance, Budgets, Sales, Risk Management, Strategic Planning, Real Estate, Leadership, Small Business, Microsoft Office, Investments, Negotiation, Credit, Portfolio Management, Securities, Mutual Funds, Loans, Accounting, Public Speaking, Series 7, Customer Service, Process Improvement, Capital Markets, Mortgage Lending, Strategic Financial..., Financial Modeling, Analysis, Finance, Policy, Payroll, Business Planning, Management, Training, Financial Institutions, Contract Negotiation, Commercial Banking, Credit Risk, Team Building, Due Diligence, Commercial Lending, Fixed Income, Underwriting, Business Strategy, Asset Management, Operations Management, Team Leadership, Valuation, Small Business Lending
Education
The University of Memphis
MBA, Finance
Connor Hustava, CFA's Stephens Inc. Experience December 2013 - Present
Job Equity Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. December 2013 - Present
Stephens Inc. April 2011 - December 2013
Hanley Group July 2009 - May 2011
Education
Trinity College-Hartford 2005 — 2009
BA, American Studies
Stephens Inc. December 2013 - Present
Stephens Inc. April 2011 - December 2013
Hanley Group July 2009 - May 2011
Education
Trinity College-Hartford 2005 — 2009
BA, American Studies
Bob Ames's Stephens Inc. Experience Vice President
Job Retired
Industry Financial Services
Experience
Stephens Inc. Vice President
Merrill Lynch February 1994 - December 2003
US Army June 1964 - August 1993
Skills
Equities, Asset Management, Mergers & Acquisitions, Risk Management, Financial Analysis, Strategy, Business Strategy, Business Development, Management Consulting, Capital Markets, Entrepreneurship, Fixed Income, Valuation, Portfolio Management, Start-ups, Series 7, Alternative Investments, Derivatives, Financial Modeling, Investments, Series 63
Education
Salve Regina University
Masters Management Science
Tulane University 1970 — 1972
Master of Operation Research
United States Military Academy at West Point 1960 — 1964
Bachelor of Science (B.S.)
Stephens Inc. Vice President
Merrill Lynch February 1994 - December 2003
US Army June 1964 - August 1993
Skills
Equities, Asset Management, Mergers & Acquisitions, Risk Management, Financial Analysis, Strategy, Business Strategy, Business Development, Management Consulting, Capital Markets, Entrepreneurship, Fixed Income, Valuation, Portfolio Management, Start-ups, Series 7, Alternative Investments, Derivatives, Financial Modeling, Investments, Series 63
Education
Salve Regina University
Masters Management Science
Tulane University 1970 — 1972
Master of Operation Research
United States Military Academy at West Point 1960 — 1964
Bachelor of Science (B.S.)
Anna Chenakina's Stephens Inc. Experience June 2012 - January 2014
Job Financial Analyst
Industry Financial Services
Experience
San Francisco Public Utilities Commission January 2014 - Present
Stephens Inc. June 2012 - January 2014
Bloomberg LP June 2011 - August 2011
SRI International June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Investments, Bloomberg, Valuation, Corporate Finance, Finance, Private Equity, Licensed Securities..., Financial Planning, Capital Budgeting
Education
Washington and Lee University 2008 — 2012
Bachelor of Science (B.Sc.), Business Administration, Magna Cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2011
Finance and Management
San Francisco Public Utilities Commission January 2014 - Present
Stephens Inc. June 2012 - January 2014
Bloomberg LP June 2011 - August 2011
SRI International June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Investments, Bloomberg, Valuation, Corporate Finance, Finance, Private Equity, Licensed Securities..., Financial Planning, Capital Budgeting
Education
Washington and Lee University 2008 — 2012
Bachelor of Science (B.Sc.), Business Administration, Magna Cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2011
Finance and Management
Robert Feagin's Stephens Inc. Experience April 1998 - April 2000
Job Private Tutor/Instructor
Industry Education Management
Experience
D. Lehman & Sons, Inc. May 2009 - Present
Robert's Northside Atlanta SAT Tutoring Service January 2004 - Present
Fifth Third Bank September 2013 - September 2014
SunTrust Bank May 2007 - April 2009
Ralph Lauren November 2003 - April 2007
KAPLAN INC August 2002 - December 2004
VELANT INC June 2000 - January 2001
STEPHENS INC April 1998 - April 2000
U.S. Department of State June 1996 - August 1996
Skills
Customer Service, Microsoft Office, Marketing, Social Media, Financial Modeling, Contract Negotiation, Microsoft Excel, PowerPoint, Corporate Finance, Credit, Analysis, Strategic Planning, Online Advertising, Team Building, Event Planning, Mergers, Banking, Retail, Fundraising, Business Development, Sales, Finance, Investments, Real Estate, Time Management, Loans, Leadership, Management, Start-ups, Marketing Strategy, Financial Services, Strategic Partnerships, Selling, Financial Analysis
Education
Stanford University 1993 — 1997
Bachelor of Arts, History; American and Modern European History
NEW COLLEGE, OXFORD UNIVERSITY 1995 — 1996
College Coursework Completed, History and Philosophy
THE WESTMINSTER SCHOOLS 1979 — 1993
High School Diploma, AP and Honors Student
D. Lehman & Sons, Inc. May 2009 - Present
Robert's Northside Atlanta SAT Tutoring Service January 2004 - Present
Fifth Third Bank September 2013 - September 2014
SunTrust Bank May 2007 - April 2009
Ralph Lauren November 2003 - April 2007
KAPLAN INC August 2002 - December 2004
VELANT INC June 2000 - January 2001
STEPHENS INC April 1998 - April 2000
U.S. Department of State June 1996 - August 1996
Skills
Customer Service, Microsoft Office, Marketing, Social Media, Financial Modeling, Contract Negotiation, Microsoft Excel, PowerPoint, Corporate Finance, Credit, Analysis, Strategic Planning, Online Advertising, Team Building, Event Planning, Mergers, Banking, Retail, Fundraising, Business Development, Sales, Finance, Investments, Real Estate, Time Management, Loans, Leadership, Management, Start-ups, Marketing Strategy, Financial Services, Strategic Partnerships, Selling, Financial Analysis
Education
Stanford University 1993 — 1997
Bachelor of Arts, History; American and Modern European History
NEW COLLEGE, OXFORD UNIVERSITY 1995 — 1996
College Coursework Completed, History and Philosophy
THE WESTMINSTER SCHOOLS 1979 — 1993
High School Diploma, AP and Honors Student
Grant Eason's Stephens Inc. Experience June 2011 - August 2013
Job Senior Associate at Stonehenge Capital
Industry Financial Services
Experience
Stonehenge Capital February 2015 - Present
Stonehenge Capital August 2013 - February 2015
Stephens Inc. June 2011 - August 2013
Crestline Investors, Inc. March 2010 - May 2011
egrips May 2009 - July 2009
Adams and Reese Law Firm May 2006 - August 2006
Skills
Capital IQ, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Equity Research
Education
Texas Christian University 2007 — 2011
Neeley School of Business - Bachelor, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Stonehenge Capital February 2015 - Present
Stonehenge Capital August 2013 - February 2015
Stephens Inc. June 2011 - August 2013
Crestline Investors, Inc. March 2010 - May 2011
egrips May 2009 - July 2009
Adams and Reese Law Firm May 2006 - August 2006
Skills
Capital IQ, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Equity Research
Education
Texas Christian University 2007 — 2011
Neeley School of Business - Bachelor, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Peter deVos's Stephens Inc. Experience October 1997 - January 2000
Job Chairman & CEO of Tennessee Valley Infrastructure Group and of American Helios Constructors, LLC
Industry Construction
Experience
American Helios Constructors, LLC August 2012 - Present
Tennessee Valley Infrastructure Group August 2009 - Present
RBC Capital Markets 2001 - 2009
Dain Rauscher Wessels April 2000 - January 2001
Stephens Inc. October 1997 - January 2000
Alex. Brown & Sons April 1988 - October 1997
Morgan Stanley & Co. August 1981 - March 1988
United States Navy---Nuclear Submarine Officer March 1973 - July 1979
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Investments, Capital Markets, Venture Capital, Management, Strategic Planning, Financial Analysis, Private Equity, Corporate Development, Equities, Renewable Energy, Asset Management, Energy, Business Strategy
Education
Stanford Graduate School of Business 1979 — 1981
MBA
United States Naval Academy 1967 — 1971
BS, Mechanical Engineering
American Helios Constructors, LLC August 2012 - Present
Tennessee Valley Infrastructure Group August 2009 - Present
RBC Capital Markets 2001 - 2009
Dain Rauscher Wessels April 2000 - January 2001
Stephens Inc. October 1997 - January 2000
Alex. Brown & Sons April 1988 - October 1997
Morgan Stanley & Co. August 1981 - March 1988
United States Navy---Nuclear Submarine Officer March 1973 - July 1979
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Investments, Capital Markets, Venture Capital, Management, Strategic Planning, Financial Analysis, Private Equity, Corporate Development, Equities, Renewable Energy, Asset Management, Energy, Business Strategy
Education
Stanford Graduate School of Business 1979 — 1981
MBA
United States Naval Academy 1967 — 1971
BS, Mechanical Engineering
Heba Mehyou's Stephens Inc. Experience July 2012 - Present
Job Claims Coordinator at Stephens Inc.
Industry Banking
Experience
Stephens Inc. July 2012 - Present
The Bank of Fayetteville November 2011 - July 2012
The Bank of Fayetteville August 2011 - November 2011
The Bank of Fayetteville December 2010 - August 2011
JB Hunt Transport Services, Inc. April 2010 - December 2010
JB Hunt Transport Services, Inc. May 2009 - April 2010
Skills
Outstanding Customer..., French, Microsoft Office, SPSS, Transportation, Logistics, Customer Service, Access, Sales, Microsoft Word, Microsoft Excel, Sales Management, Shipping, PowerPoint, Time Management, Account Management, Outlook, Teamwork, Negotiation, Property & Casualty..., Freight, Contract Negotiation, Credit, Insurance, Management
Education
University of Arkansas 2005 — 2010
B.S., International Marketing
University of Arkansas at 2005 — 2010
Bachelor of Science (B.S.), International Marketing
Stephens Inc. July 2012 - Present
The Bank of Fayetteville November 2011 - July 2012
The Bank of Fayetteville August 2011 - November 2011
The Bank of Fayetteville December 2010 - August 2011
JB Hunt Transport Services, Inc. April 2010 - December 2010
JB Hunt Transport Services, Inc. May 2009 - April 2010
Skills
Outstanding Customer..., French, Microsoft Office, SPSS, Transportation, Logistics, Customer Service, Access, Sales, Microsoft Word, Microsoft Excel, Sales Management, Shipping, PowerPoint, Time Management, Account Management, Outlook, Teamwork, Negotiation, Property & Casualty..., Freight, Contract Negotiation, Credit, Insurance, Management
Education
University of Arkansas 2005 — 2010
B.S., International Marketing
University of Arkansas at 2005 — 2010
Bachelor of Science (B.S.), International Marketing
Aaron Clark's Stephens Inc. Experience 2004 - 2006
Job Managing Director at The Stephens Group, LLC
Industry Venture Capital & Private Equity
Experience
The Stephens Group, LLC July 2006 - Present
Armor Defense Inc. 2011 - Present
TierPoint 2014 - Present
vXchnge 2010 - Present
First Federal Bank 2011 - Present
Buyers Protection Group 2011 - 2015
Stephens Inc. 2004 - 2006
Education
University of Arkansas at Fayetteville
The Stephens Group, LLC July 2006 - Present
Armor Defense Inc. 2011 - Present
TierPoint 2014 - Present
vXchnge 2010 - Present
First Federal Bank 2011 - Present
Buyers Protection Group 2011 - 2015
Stephens Inc. 2004 - 2006
Education
University of Arkansas at Fayetteville
Jason Selbach's Stephens Inc. Experience May 2009 - March 2013
Job Municipal Bond Underwriter
Industry Investment Banking
Experience
FMSbonds, Inc. 2015 - Present
Comerica Bank May 2012 - July 2015
Stephens Inc. May 2009 - March 2013
Banc of America Securities March 2005 - February 2009
Skills
Investment Banking, Quantitative Analytics, Public Finance, Financial Modeling, Fixed Income, Bloomberg, Financial Analysis, Series 63, Securities, Derivatives, Financial Structuring, Credit Analysis, Bonds, Finance, Financial Markets, Capital Markets, Credit, Series 7, Banking, Due Diligence, Risk Management, Valuation, Loans, Investments, Hedge Funds, Underwriting
Education
University of Arizona 1997 — 2002
BS, Finance
University of Arizona 1997 — 2002
BS, Accounting
FMSbonds, Inc. 2015 - Present
Comerica Bank May 2012 - July 2015
Stephens Inc. May 2009 - March 2013
Banc of America Securities March 2005 - February 2009
Skills
Investment Banking, Quantitative Analytics, Public Finance, Financial Modeling, Fixed Income, Bloomberg, Financial Analysis, Series 63, Securities, Derivatives, Financial Structuring, Credit Analysis, Bonds, Finance, Financial Markets, Capital Markets, Credit, Series 7, Banking, Due Diligence, Risk Management, Valuation, Loans, Investments, Hedge Funds, Underwriting
Education
University of Arizona 1997 — 2002
BS, Finance
University of Arizona 1997 — 2002
BS, Accounting
Marylou Panza's Stephens Inc. Experience November 2013 - October 2014
Job Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. July 2015 - Present
Stephens Inc. November 2013 - October 2014
Lazard Capital Markets August 2010 - October 2013
Cowen and Company April 1995 - June 2010
Education
St. John's University
Bachelor's Degree, Finance
Mizuho Securities USA Inc. July 2015 - Present
Stephens Inc. November 2013 - October 2014
Lazard Capital Markets August 2010 - October 2013
Cowen and Company April 1995 - June 2010
Education
St. John's University
Bachelor's Degree, Finance
Brian Forse's Stephens Inc. Experience Electronic Banking SpecialistArvest BankAugust 2003 - August 2005
Job Accountant at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. Electronic Banking SpecialistArvest BankAugust 2003 - August 2005
Education
University of Arkansas 1998 — 2002
Bachelors, Finance/Commercial Banking/Investments
Stephens Inc. Electronic Banking SpecialistArvest BankAugust 2003 - August 2005
Education
University of Arkansas 1998 — 2002
Bachelors, Finance/Commercial Banking/Investments
Marc Alger's Stephens Inc. Experience 2001 - 2012
Job
Industry Banking
Experience
Comerica Bank 2013 - Present
MSSI (a Stephens portfolio company) 2012 - 2012
Stephens Inc. 2001 - 2012
First Union Securities, Inc. (now Wells Fargo Securities) 1997 - 2001
Deloitte & Touche 1992 - 1995
Skills
Business Strategy, Strategic Planning, Mergers, Business Acquisition, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Investment Banking, LBO, Valuation, Due Diligence, Transportation, Logistics, Business Services, Industrials, Private Equity, Public Companies, Capital Raises, Investor Relations, Negotiation, Mergers & Acquisitions, Investments, Finance, Strategy
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
Stephen F. Austin State University 1988 — 1992
BBA
Comerica Bank 2013 - Present
MSSI (a Stephens portfolio company) 2012 - 2012
Stephens Inc. 2001 - 2012
First Union Securities, Inc. (now Wells Fargo Securities) 1997 - 2001
Deloitte & Touche 1992 - 1995
Skills
Business Strategy, Strategic Planning, Mergers, Business Acquisition, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Investment Banking, LBO, Valuation, Due Diligence, Transportation, Logistics, Business Services, Industrials, Private Equity, Public Companies, Capital Raises, Investor Relations, Negotiation, Mergers & Acquisitions, Investments, Finance, Strategy
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
Stephen F. Austin State University 1988 — 1992
BBA
Michael Gilb's Stephens Inc. Experience July 2008 - July 2011
Job Finance Manager at Airrosti Rehab Centers
Industry Venture Capital & Private Equity
Experience
Airrosti Rehab Centers September 2014 - Present
Nationstar Mortgage January 2014 - September 2014
Austin Ventures July 2011 - 2013
Stephens Inc. July 2008 - July 2011
Skills
Corporate Finance, Mergers, Buyouts, Strategy, Recapitalizations, Business Development, Private Equity, Middle Market, Venture Capital, Corporate Development, Mergers & Acquisitions, Valuation, Strategic Planning, Due Diligence, M&A experience, Financial Modeling
Education
Trinity University 2007 — 2008
Masters, Accounting
Trinity University 2003 — 2007
BS, Finance, Accounting
Airrosti Rehab Centers September 2014 - Present
Nationstar Mortgage January 2014 - September 2014
Austin Ventures July 2011 - 2013
Stephens Inc. July 2008 - July 2011
Skills
Corporate Finance, Mergers, Buyouts, Strategy, Recapitalizations, Business Development, Private Equity, Middle Market, Venture Capital, Corporate Development, Mergers & Acquisitions, Valuation, Strategic Planning, Due Diligence, M&A experience, Financial Modeling
Education
Trinity University 2007 — 2008
Masters, Accounting
Trinity University 2003 — 2007
BS, Finance, Accounting
Mark Wadlington's Stephens Inc. Experience August 1990 - July 1992
Job VP Investments at Hilcorp
Industry Investment Management
Experience
Hilcorp May 2012 - Present
Chilton Capital Management February 2007 - May 2012
Dyer, Robertson & Lamme March 2002 - February 2007
Enron Corp 2000 - 2002
Teacher Retirement System of Texas February 1997 - August 2000
UBS Securities Co., Ltd 1995 - 1997
Paine Webber 1994 - 1995
Kidder Peabody August 1994 - December 1994
Stephens Inc. August 1990 - July 1992
Skills
Alternative Investments, Corporate Finance, Investor Relations, Fixed Income, Bloomberg, Due Diligence, Securities, Chartered Financial..., Mergers, Mutual Funds, Financial Markets, Options, Investment Management, Venture Capital, Investment Advisory, Series 7
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA), Plan II Honors Liberal Arts, 3.65
Hilcorp May 2012 - Present
Chilton Capital Management February 2007 - May 2012
Dyer, Robertson & Lamme March 2002 - February 2007
Enron Corp 2000 - 2002
Teacher Retirement System of Texas February 1997 - August 2000
UBS Securities Co., Ltd 1995 - 1997
Paine Webber 1994 - 1995
Kidder Peabody August 1994 - December 1994
Stephens Inc. August 1990 - July 1992
Skills
Alternative Investments, Corporate Finance, Investor Relations, Fixed Income, Bloomberg, Due Diligence, Securities, Chartered Financial..., Mergers, Mutual Funds, Financial Markets, Options, Investment Management, Venture Capital, Investment Advisory, Series 7
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA), Plan II Honors Liberal Arts, 3.65
Chuck Bonsteel's Stephens Inc. Experience November 1989 - March 2000
Job Corporate Development at OPUBCO
Industry Venture Capital & Private Equity
Experience
OPUBCO January 2004 - Present
Tom Johnson Investment Management April 2000 - December 2003
Stephens Inc. November 1989 - March 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1982 — 1984
MBA
University of Arkansas at Fayetteville 1978 — 1982
BS
OPUBCO January 2004 - Present
Tom Johnson Investment Management April 2000 - December 2003
Stephens Inc. November 1989 - March 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1982 — 1984
MBA
University of Arkansas at Fayetteville 1978 — 1982
BS
Brad Oaks's Stephens Inc. Experience March 1999 - October 2011
Job Application Engineer at Acxiom
Industry Information Technology and Services
Experience
Acxiom August 2012 - Present
Zila, Inc. January 2012 - August 2012
Stephens Inc. March 1999 - October 2011
Skills
MKS, Windows Server, Windows 7, Avamar Backup Systems, Symantec Backup, IIS, BMC Patrol, Operating Systems, VMware, Microsoft SQL Server, ITIL, SharePoint, Technical Support, Servers, Troubleshooting
Education
University of Arkansas 1990 — 1993
Jefferson Prep
Acxiom August 2012 - Present
Zila, Inc. January 2012 - August 2012
Stephens Inc. March 1999 - October 2011
Skills
MKS, Windows Server, Windows 7, Avamar Backup Systems, Symantec Backup, IIS, BMC Patrol, Operating Systems, VMware, Microsoft SQL Server, ITIL, SharePoint, Technical Support, Servers, Troubleshooting
Education
University of Arkansas 1990 — 1993
Jefferson Prep
Barry Newcomb's Stephens Inc. Experience 1987 - 1994
Job Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
Grayson McRae's Stephens Inc. Experience August 2014 - Present
Job Portfolio Account Administrator at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2014 - Present
McKimmey Associates Realtors May 2012 - July 2014
ADMO Energy, LLC May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Data Entry, Teamwork, Customer Service, Sales, Time Management, Facebook, Twitter, Microsoft Excel, Microsoft Office, Social Media, Social Networking, Ethics, Leadership
Education
University of Arkansas 2010 — 2014
Bachelor of Science in Business Administration, Finance
Pulaski Academy
High School
Stephens Inc. August 2014 - Present
McKimmey Associates Realtors May 2012 - July 2014
ADMO Energy, LLC May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Data Entry, Teamwork, Customer Service, Sales, Time Management, Facebook, Twitter, Microsoft Excel, Microsoft Office, Social Media, Social Networking, Ethics, Leadership
Education
University of Arkansas 2010 — 2014
Bachelor of Science in Business Administration, Finance
Pulaski Academy
High School
Benjamin Harvey's Stephens Inc. Experience July 2008 - June 2011
Job Finance & Banking
Industry Financial Services
Experience
Blackhive December 2013 - June 2014
Chambers Bank July 2011 - December 2013
Stephens Inc. July 2008 - June 2011
Skills
Perform..., Manage the Credit...
Education
University of Arkansas 2000 — 2004
BS, Finance and Investments
Blackhive December 2013 - June 2014
Chambers Bank July 2011 - December 2013
Stephens Inc. July 2008 - June 2011
Skills
Perform..., Manage the Credit...
Education
University of Arkansas 2000 — 2004
BS, Finance and Investments
Mark Wadlington's Stephens Inc. Experience September 1990 - June 1992
Job VP Investments at Hilcorp Ventures
Industry Investment Management
Experience
Hilcorp Ventures June 2012 - Present
Chilton Capital Management January 2008 - June 2012
Dyer, Robertson & Lamme January 2002 - December 2007
Enron Corp. August 2000 - December 2001
Teacher Retirement System of Texas January 1998 - July 2000
UBS April 1996 - May 1997
PaineWebber January 1995 - March 1996
Kidder Peabody August 1994 - December 1994
Stephens Inc. September 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg, Securities, Investment Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General, 3.8+ GPA (on a 4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA (4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Plan II Honors Liberal Arts, 3.65 GPA (4.0 scale)
Hilcorp Ventures June 2012 - Present
Chilton Capital Management January 2008 - June 2012
Dyer, Robertson & Lamme January 2002 - December 2007
Enron Corp. August 2000 - December 2001
Teacher Retirement System of Texas January 1998 - July 2000
UBS April 1996 - May 1997
PaineWebber January 1995 - March 1996
Kidder Peabody August 1994 - December 1994
Stephens Inc. September 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg, Securities, Investment Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General, 3.8+ GPA (on a 4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA (4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Plan II Honors Liberal Arts, 3.65 GPA (4.0 scale)
Berkery, Noyes & Co., LLC
The Stephens Company