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
Matthew Sealy Matthew Sealy's Stephens Inc. Experience June 2014 - Present
Job Equity Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
Arvest Fixed Income Fund August 2013 - Present
Rebsamen Trust August 2013 - Present
RememberTheMember April 2012 - Present
Garrison Financial May 2013 - May 2014
Education
University of Arkansas at Fayetteville 2010 — 2014
Stephens Inc. June 2014 - Present
Arvest Fixed Income Fund August 2013 - Present
Rebsamen Trust August 2013 - Present
RememberTheMember April 2012 - Present
Garrison Financial May 2013 - May 2014
Education
University of Arkansas at Fayetteville 2010 — 2014
Shane Beatty Shane Beatty's Stephens Inc. Experience June 2015 - Present
Job Brokerage Accounting Stephens Inc.
Industry Accounting
Experience
Stephens Inc. June 2015 - Present
Trinity Pacific Group May 2012 - July 2013
Skills
Market Research, Data Analysis, Financial Analysis, Microsoft Excel
Education
University of Central Arkansas 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Stephens Inc. June 2015 - Present
Trinity Pacific Group May 2012 - July 2013
Skills
Market Research, Data Analysis, Financial Analysis, Microsoft Excel
Education
University of Central Arkansas 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Brian Colley Brian Colley's Stephens Inc. Experience June 2013 - Present
Job Transportation Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Education
University of Arkansas - Sam M. Walton College of Business 2009 — 2013
B.S.B.A., Finance and Investments, 3.6
Stephens Inc. June 2013 - Present
Education
University of Arkansas - Sam M. Walton College of Business 2009 — 2013
B.S.B.A., Finance and Investments, 3.6
James Rutherford James Rutherford's Stephens Inc. Experience May 2014 - Present
Job Business Services Research
Industry Financial Services
Experience
Stephens Inc. May 2014 - Present
Education
University of Arkansas at Little Rock 2010 — 2014
Bachelor's Degree, Finance, General, 3.96
Stephens Inc. May 2014 - Present
Education
University of Arkansas at Little Rock 2010 — 2014
Bachelor's Degree, Finance, General, 3.96
Jeffrey Voyles Jeffrey Voyles's Stephens Inc. Experience April 1999 - November 2009
Job Owner, Burge's Hickory Smoked Turkeys and Hams
Industry Food & Beverages
Experience
Burge's Hickory Smoked Turkeys and Hams October 2009 - Present
Stephens Inc. April 1999 - November 2009
Shearson Lehman Brothers April 1992 - April 1999
Skills
Strategic Planning, Budgets, Sales, Negotiation, Management, Investments
Education
University of Central Arkansas 1985 — 1989
BBA, Finance and Financial Management Services
Arkansas High School 1980 — 1984
Burge's Hickory Smoked Turkeys and Hams October 2009 - Present
Stephens Inc. April 1999 - November 2009
Shearson Lehman Brothers April 1992 - April 1999
Skills
Strategic Planning, Budgets, Sales, Negotiation, Management, Investments
Education
University of Central Arkansas 1985 — 1989
BBA, Finance and Financial Management Services
Arkansas High School 1980 — 1984
Malcom Scott Malcom Scott's Stephens Inc. Experience November 2008 - May 2013
Job Graduate Assistant at University of Missouri St. Louis
Industry Security and Investigations
Experience
University of Missouri - St. Louis 2013 - Present
Stephens Inc. November 2008 - May 2013
Arkansas State Hospital June 2004 - October 2006
Arkansas Department of Corrections June 2000 - March 2005
Education
University of Missouri-Saint Louis 2013 — 2015
Master of Arts (M.A.), Criminology
University of Arkansas at Little Rock 2012 — 2013
Bachelor of Science (B.S.), Criminal Justice and Corrections
Pulaski Tech 2010 — 2011
Associate of Arts (A.A.)
University of Missouri - St. Louis 2013 - Present
Stephens Inc. November 2008 - May 2013
Arkansas State Hospital June 2004 - October 2006
Arkansas Department of Corrections June 2000 - March 2005
Education
University of Missouri-Saint Louis 2013 — 2015
Master of Arts (M.A.), Criminology
University of Arkansas at Little Rock 2012 — 2013
Bachelor of Science (B.S.), Criminal Justice and Corrections
Pulaski Tech 2010 — 2011
Associate of Arts (A.A.)
Sam White Sam White's Stephens Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2014 - Present
Lane Gorman Trubitt PLLC January 2013 - April 2013
Tyson Foods April 2012 - December 2012
Auto Dent Repair LLC May 2011 - November 2011
Education
University of Arkansas at Fayetteville 2013 — 2014
Master of Accountancy, MAcc
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science of Business Adminstration (BSBA), Accounting, 3.67
Stephens Inc. June 2014 - Present
Lane Gorman Trubitt PLLC January 2013 - April 2013
Tyson Foods April 2012 - December 2012
Auto Dent Repair LLC May 2011 - November 2011
Education
University of Arkansas at Fayetteville 2013 — 2014
Master of Accountancy, MAcc
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science of Business Adminstration (BSBA), Accounting, 3.67
A.J. Reynolds A.J. Reynolds's Stephens Inc. Experience January 2014 - Present
Job Private Client Group at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2014 - Present
GDH Consulting November 2012 - December 2013
The Hatcher Agency August 2010 - November 2012
Glazer's Distributors August 2008 - July 2010
Skills
Sales, Cold Calling, Consulting, Staffing Services, Networking, Temporary Placement, Training, Telecommunications, Talent Acquisition, Recruiting, Account Management, Sourcing, Technical Recruiting, Marketing, Direct Sales, Applicant Tracking..., Microsoft Excel
Education
University of Arkansas at Little Rock
Business Management
Stephens Inc. January 2014 - Present
GDH Consulting November 2012 - December 2013
The Hatcher Agency August 2010 - November 2012
Glazer's Distributors August 2008 - July 2010
Skills
Sales, Cold Calling, Consulting, Staffing Services, Networking, Temporary Placement, Training, Telecommunications, Talent Acquisition, Recruiting, Account Management, Sourcing, Technical Recruiting, Marketing, Direct Sales, Applicant Tracking..., Microsoft Excel
Education
University of Arkansas at Little Rock
Business Management
Chuck Coleman Chuck Coleman's Stephens Inc. Experience October 2006 - November 2010
Job Customer Business Manager at ConAgra Foods
Industry Food Production
Experience
ConAgra Foods June 2015 - Present
ConAgra Foods October 2014 - June 2015
Outdoor Cap Company May 2014 - October 2014
Outdoor Cap Company July 2012 - May 2014
Outdoor Cap Company November 2010 - June 2012
Stephens Inc. October 2006 - November 2010
Specialty Medical Supply August 2005 - October 2006
Skills
Retail, Merchandising, Product Development, Brand Management, New Business Development, Licensing, Forecasting, Market Research, Strategic Planning, Sales Management, Negotiation, Marketing Strategy, Business Development, Sales, Marketing, Consumer Products, Apparel, Sourcing, Advertising, Customer Service, Fashion, Brand Development, Product Management, Cross-functional Team..., Budgets, Management, Leadership, Competitive Analysis, Pricing, Inventory Management, Account Management, Contract Negotiation, Strategy, P&L Management, Market Planning, Private Label, Strategic Partnerships, Trend Analysis, Market Analysis, Financial Analysis, Business Planning, Marketing Research, P&L, Team Building
Education
University of Mississippi 1997 — 2001
Masters, Accounting
El Dorado High School 1994 — 1997
ConAgra Foods June 2015 - Present
ConAgra Foods October 2014 - June 2015
Outdoor Cap Company May 2014 - October 2014
Outdoor Cap Company July 2012 - May 2014
Outdoor Cap Company November 2010 - June 2012
Stephens Inc. October 2006 - November 2010
Specialty Medical Supply August 2005 - October 2006
Skills
Retail, Merchandising, Product Development, Brand Management, New Business Development, Licensing, Forecasting, Market Research, Strategic Planning, Sales Management, Negotiation, Marketing Strategy, Business Development, Sales, Marketing, Consumer Products, Apparel, Sourcing, Advertising, Customer Service, Fashion, Brand Development, Product Management, Cross-functional Team..., Budgets, Management, Leadership, Competitive Analysis, Pricing, Inventory Management, Account Management, Contract Negotiation, Strategy, P&L Management, Market Planning, Private Label, Strategic Partnerships, Trend Analysis, Market Analysis, Financial Analysis, Business Planning, Marketing Research, P&L, Team Building
Education
University of Mississippi 1997 — 2001
Masters, Accounting
El Dorado High School 1994 — 1997
Will Steinwart Will Steinwart's Stephens Inc. Experience September 2013 - Present
Job Research Industrial Products and Services at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2013 - Present
Windstream Communications June 2012 - September 2013
Education
Sam M. Walton College of Business, University of Arkansas 2008 — 2012
B.S.B.A, Finance
University of Arkansas at Fayetteville 2008 — 2012
BSBA, Financial Management and Investments
Stephens Inc. September 2013 - Present
Windstream Communications June 2012 - September 2013
Education
Sam M. Walton College of Business, University of Arkansas 2008 — 2012
B.S.B.A, Finance
University of Arkansas at Fayetteville 2008 — 2012
BSBA, Financial Management and Investments
Tilman Falgout Tilman Falgout's Stephens Inc. Experience May 2013 - September 2013
Job Associate at Sard Verbinnen & Co
Industry Financial Services
Experience
Sard Verbinnen & Co July 2015 - Present
Stephens Inc. May 2013 - September 2013
JMP Group June 2012 - August 2012
ERAS Consulting Ltd. May 2011 - August 2011
Office of Texas State Representative Ken Paxton May 2010 - August 2010
Central Texas Water Sports May 2009 - August 2010
Skills
Financial Feasibility..., Project Finance, Oil&Gas, Analysis, Feasibility Studies, Legal Research, Energy, Valuation, Due Diligence, Oil/Gas, Microsoft Office
Education
University of Southern California 2009 — 2013
B.A., International Finance/International Relations, Spanish
University of Westminster 2011 — 2011
Economics
st. mark's
st. mark's
Sard Verbinnen & Co July 2015 - Present
Stephens Inc. May 2013 - September 2013
JMP Group June 2012 - August 2012
ERAS Consulting Ltd. May 2011 - August 2011
Office of Texas State Representative Ken Paxton May 2010 - August 2010
Central Texas Water Sports May 2009 - August 2010
Skills
Financial Feasibility..., Project Finance, Oil&Gas, Analysis, Feasibility Studies, Legal Research, Energy, Valuation, Due Diligence, Oil/Gas, Microsoft Office
Education
University of Southern California 2009 — 2013
B.A., International Finance/International Relations, Spanish
University of Westminster 2011 — 2011
Economics
st. mark's
st. mark's
Kaye King's Stephens Inc. Experience August 2002 - Present
Job Fixed Income at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. August 2002 - Present
Education
University of Arkansas at Little Rock
Bachelor of Arts (B.A.), Political Science and Government
Stephens Inc. August 2002 - Present
Education
University of Arkansas at Little Rock
Bachelor of Arts (B.A.), Political Science and Government
Sharon DeMarte's Stephens Inc. Experience December 1982 - September 1983
Job Branch Office Administrator with Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - Present
ChaseHealthAdvance January 2012 - August 2012
STATE OF FLORIDA - DIVISION OF WORKERS' COMPENSATION January 2011 - June 2011
ARKANSAS DEPARTMENT OF LABOR September 1990 - May 2006
JC Bradford December 1989 - June 1990
COLLINS AND ASSOCIATES September 1983 - July 1984
STEPHENS, INC December 1982 - September 1983
Skills
Financial Statements, Customer Satisfaction, RMDS, Administrative..., Appointment Scheduling, Problem Solving, Proactive self-starter, Reliable, Time Management, Sales, Management, Accounting, Strategic Planning
Education
University of Central Arkansas 1976 — 1979
SHERIDAN HIGH SCHOOL 1973 — 1976
Edward Jones July 2008 - Present
ChaseHealthAdvance January 2012 - August 2012
STATE OF FLORIDA - DIVISION OF WORKERS' COMPENSATION January 2011 - June 2011
ARKANSAS DEPARTMENT OF LABOR September 1990 - May 2006
JC Bradford December 1989 - June 1990
COLLINS AND ASSOCIATES September 1983 - July 1984
STEPHENS, INC December 1982 - September 1983
Skills
Financial Statements, Customer Satisfaction, RMDS, Administrative..., Appointment Scheduling, Problem Solving, Proactive self-starter, Reliable, Time Management, Sales, Management, Accounting, Strategic Planning
Education
University of Central Arkansas 1976 — 1979
SHERIDAN HIGH SCHOOL 1973 — 1976
Andrew Winner Andrew Winner's Stephens Inc. Experience June 2011 - June 2013
Job Associate at Mangrove Equity Partners
Industry Venture Capital & Private Equity
Experience
Mangrove Equity Partners August 2013 - Present
Stephens Inc. June 2011 - June 2013
NCCI Holdings, Inc May 2010 - August 2010
Citi Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Financial Analysis, Research, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Due Diligence, Leveraged Buyouts
Education
University of Florida - Hough Graduate School of Business 2010 — 2011
Master of Science in Finance
University of Florida - Warrington College of Business Administration 2007 — 2010
BSBA, Major in Finance, Minor in Actuarial Science
University of Florida
Mangrove Equity Partners August 2013 - Present
Stephens Inc. June 2011 - June 2013
NCCI Holdings, Inc May 2010 - August 2010
Citi Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Financial Analysis, Research, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Due Diligence, Leveraged Buyouts
Education
University of Florida - Hough Graduate School of Business 2010 — 2011
Master of Science in Finance
University of Florida - Warrington College of Business Administration 2007 — 2010
BSBA, Major in Finance, Minor in Actuarial Science
University of Florida
Dan Shapiro Dan Shapiro's Stephens Inc. Experience January 2015 - Present
Job Equity Research Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2015 - Present
FBR Capital Markets & Co. November 2013 - December 2014
Oppenheimer & Co. June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Quantitative Analytics, Fundamental Analysis, Investments, Equities, Financial Statement..., DCF Valuation, Valuation, Bloomberg, Fixed Income, Corporate Finance
Education
University of Rochester 2009 — 2013
BA, Financial Economics
Ridgewood High School 2005 — 2009
Diploma
Stephens Inc. January 2015 - Present
FBR Capital Markets & Co. November 2013 - December 2014
Oppenheimer & Co. June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Quantitative Analytics, Fundamental Analysis, Investments, Equities, Financial Statement..., DCF Valuation, Valuation, Bloomberg, Fixed Income, Corporate Finance
Education
University of Rochester 2009 — 2013
BA, Financial Economics
Ridgewood High School 2005 — 2009
Diploma
Deborah Bobo Deborah Bobo's Stephens Inc. Experience December 2013 - Present
Job Internal Consultant
Industry Insurance
Experience
Stephens Inc. December 2013 - Present
Radius Group LLC August 2013 - Present
Farmers Insurance February 2003 - September 2013
Girl Scouts - Diamonds of Arkansas, Oklahoma and Texas 1999 - 2013
El Chico Restaurant May 1994 - August 2012
Nuvell Financial Services December 2003 - June 2004
Fairfield Community Resort Management/RCI August 1999 - March 2003
jcpenney September 1990 - August 1995
Skills
Time Management, Insurance, Claim, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Term Life Insurance, Life Insurance, Casualty, General Insurance, Liability, Legal Liability, Health Insurance, Fixed Annuities, Homeowners, Commercial Lines, Whole Life, Disability Insurance, Workers Compensation
Education
University of Arkansas at Little Rock 1990 — 1996
Bachelor, Marketing and General Business
Hope High School 1986 — 1990
Stephens Inc. December 2013 - Present
Radius Group LLC August 2013 - Present
Farmers Insurance February 2003 - September 2013
Girl Scouts - Diamonds of Arkansas, Oklahoma and Texas 1999 - 2013
El Chico Restaurant May 1994 - August 2012
Nuvell Financial Services December 2003 - June 2004
Fairfield Community Resort Management/RCI August 1999 - March 2003
jcpenney September 1990 - August 1995
Skills
Time Management, Insurance, Claim, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Term Life Insurance, Life Insurance, Casualty, General Insurance, Liability, Legal Liability, Health Insurance, Fixed Annuities, Homeowners, Commercial Lines, Whole Life, Disability Insurance, Workers Compensation
Education
University of Arkansas at Little Rock 1990 — 1996
Bachelor, Marketing and General Business
Hope High School 1986 — 1990
Walker Dowell Walker Dowell's Stephens Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
Macquarie Group June 2013 - August 2013
C Spire Personalized Wireless May 2012 - July 2012
Alpine Camp for Boys May 2011 - August 2011
Dr. Ruth Fredericks May 2007 - August 2010
Dowell's Handyman Services May 2002 - August 2010
Charlie Rugg's All Sports Camps July 2004 - August 2006
Skills
Microsoft Excel, Financial Modeling, Sales, Microsoft Word, Accounting, Communication, Bloomberg, Exceptional People..., Pitch Development, PPP projects, Cost Accounting, Mergers & Acquisitions, Private Equity, Capital Markets, PowerPoint, Capital IQ, ThomsonOne
Education
University of Mississippi 2010 — 2014
Bachelor, Business Administration; Managerial Finance - Summa Cum Laude
Stephens Inc. June 2014 - Present
Macquarie Group June 2013 - August 2013
C Spire Personalized Wireless May 2012 - July 2012
Alpine Camp for Boys May 2011 - August 2011
Dr. Ruth Fredericks May 2007 - August 2010
Dowell's Handyman Services May 2002 - August 2010
Charlie Rugg's All Sports Camps July 2004 - August 2006
Skills
Microsoft Excel, Financial Modeling, Sales, Microsoft Word, Accounting, Communication, Bloomberg, Exceptional People..., Pitch Development, PPP projects, Cost Accounting, Mergers & Acquisitions, Private Equity, Capital Markets, PowerPoint, Capital IQ, ThomsonOne
Education
University of Mississippi 2010 — 2014
Bachelor, Business Administration; Managerial Finance - Summa Cum Laude
Sawyer Dunigan's Stephens Inc. Experience September 2014 - Present
Job Institutional Equity Sales at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2014 - Present
Rebsamen Trust August 2013 - May 2014
Tyson Foods October 2012 - May 2014
Seascape Resort & Conference Center May 2012 - July 2012
Associated Student Government August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Excel, Finance, PowerPoint, Public Speaking, Analysis, Bloomberg Terminal, Microsoft Word, Financial Analysis, Bloomberg, Institutional Sales
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science Business Administration (B.S.B.A.), Finance and Marketing, 3.95/4.00 GPA
Stephens Inc. September 2014 - Present
Rebsamen Trust August 2013 - May 2014
Tyson Foods October 2012 - May 2014
Seascape Resort & Conference Center May 2012 - July 2012
Associated Student Government August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
Skills
Microsoft Excel, Finance, PowerPoint, Public Speaking, Analysis, Bloomberg Terminal, Microsoft Word, Financial Analysis, Bloomberg, Institutional Sales
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science Business Administration (B.S.B.A.), Finance and Marketing, 3.95/4.00 GPA
Raymond Dang's Stephens Inc. Experience April 2014 - May 2014
Job Student at Haas School of Business, UC Berkeley
Industry Financial Services
Experience
Spectrum Equity September 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
salesforce.com May 2014 - August 2014
Stephens Inc. April 2014 - May 2014
Prime Wealth Management January 2014 - February 2014
Competitive Analytics August 2012 - August 2013
California Educational Centers September 2012 - January 2013
Artesia Chamber of Commerce July 2011 - October 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Spectrum Equity September 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
salesforce.com May 2014 - August 2014
Stephens Inc. April 2014 - May 2014
Prime Wealth Management January 2014 - February 2014
Competitive Analytics August 2012 - August 2013
California Educational Centers September 2012 - January 2013
Artesia Chamber of Commerce July 2011 - October 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Bo Bittle's Stephens Inc. Experience June 2014 - Present
Job Vice President Investment Banker
Industry Investment Banking
Experience
Stephens Inc. June 2014 - Present
Lifestyles Inc. 2011 - Present
Signature Bank of Arkansas January 2013 - June 2014
Fayetteville Chamber of Commerce 2012 - 2013
Signature Bank of Arkansas 2004 - 2013
Signature Bank 2004 - 2013
Fayetteville Country Club 2011 - 2011
Northside Rotary Club 2009 - 2010
Big Brothers Big Sisters of Northwest Arkansas 2004 - 2010
Bentonville/Bella Vista Rotary Club 2004 - 2009
Skills
Commercial Lending, Loans, Banking, New Business Development, Small Business Lending, Credit, Mortgage Lending, Loan Origination, Consumer Lending, Commercial Banking, Financial Analysis, Credit Analysis, Sales Management, Commercial Mortgages, Sales, Portfolio Management, Bonds, Convertible Bonds, Financial Risk, Government Bonds, Management, Municipal Bonds, Securities, Cash Management, Capital Markets
Education
Leadership Fayetteville 2010 — 2011
Graduate
Leadership Benton County 2006 — 2007
Graduate
University of Mississippi 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Fayetteville High School 1994 — 1997
Diploma
Stephens Inc. June 2014 - Present
Lifestyles Inc. 2011 - Present
Signature Bank of Arkansas January 2013 - June 2014
Fayetteville Chamber of Commerce 2012 - 2013
Signature Bank of Arkansas 2004 - 2013
Signature Bank 2004 - 2013
Fayetteville Country Club 2011 - 2011
Northside Rotary Club 2009 - 2010
Big Brothers Big Sisters of Northwest Arkansas 2004 - 2010
Bentonville/Bella Vista Rotary Club 2004 - 2009
Skills
Commercial Lending, Loans, Banking, New Business Development, Small Business Lending, Credit, Mortgage Lending, Loan Origination, Consumer Lending, Commercial Banking, Financial Analysis, Credit Analysis, Sales Management, Commercial Mortgages, Sales, Portfolio Management, Bonds, Convertible Bonds, Financial Risk, Government Bonds, Management, Municipal Bonds, Securities, Cash Management, Capital Markets
Education
Leadership Fayetteville 2010 — 2011
Graduate
Leadership Benton County 2006 — 2007
Graduate
University of Mississippi 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Fayetteville High School 1994 — 1997
Diploma
Joseph McSpadden's Stephens Inc. Experience June 2006 - July 2007
Job Advisor Maintenance Support at FedEx Freight
Industry Transportation/Trucking/Railroad
Experience
FedEx Freight May 2015 - Present
FedEx Freight November 2011 - May 2015
FROST, PLLC May 2009 - November 2011
University of Iowa August 2007 - May 2009
The Henry Fund January 2008 - December 2008
HNI Corporation May 2008 - October 2008
Stephens Inc. June 2006 - July 2007
Consolidated Electrical Distributors May 2004 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Cash Flow Forecasting, Financial Accounting, Strategic Planning, Investments, Mergers & Acquisitions, Accounting, Analysis, Finance, Portfolio Management, Variance Analysis, Business Analysis, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance and Accounting
University of Central Arkansas 2005 — 2006
Post-Bacc, Accounting
University of Central Arkansas 1999 — 2004
BS, Economics
Lakeside 1996 — 1999
Diploma
FedEx Freight May 2015 - Present
FedEx Freight November 2011 - May 2015
FROST, PLLC May 2009 - November 2011
University of Iowa August 2007 - May 2009
The Henry Fund January 2008 - December 2008
HNI Corporation May 2008 - October 2008
Stephens Inc. June 2006 - July 2007
Consolidated Electrical Distributors May 2004 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Cash Flow Forecasting, Financial Accounting, Strategic Planning, Investments, Mergers & Acquisitions, Accounting, Analysis, Finance, Portfolio Management, Variance Analysis, Business Analysis, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance and Accounting
University of Central Arkansas 2005 — 2006
Post-Bacc, Accounting
University of Central Arkansas 1999 — 2004
BS, Economics
Lakeside 1996 — 1999
Diploma
Daria Fuller Daria Fuller's Stephens Inc. Experience September 2010 - December 2010
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2014 - Present
Janney Montgomery Scott December 2010 - February 2014
Stephens Inc. September 2010 - December 2010
Skills
Series 7, Series 63
Education
The University of Connecticut 2004 — 2009
Bachelor of Arts (B.A.), Mathematics, 3.5
RBC Wealth Management February 2014 - Present
Janney Montgomery Scott December 2010 - February 2014
Stephens Inc. September 2010 - December 2010
Skills
Series 7, Series 63
Education
The University of Connecticut 2004 — 2009
Bachelor of Arts (B.A.), Mathematics, 3.5
Eric Shields Eric Shields's Stephens Inc. Experience June 2010 - June 2012
Job Senior Associate at H.I.G. Growth Partners
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2012 - Present
Stephens Inc. June 2010 - June 2012
Education
University of Florida 2006 — 2010
Bachelor of Science In Business Administration, Finance
H.I.G. Capital July 2012 - Present
Stephens Inc. June 2010 - June 2012
Education
University of Florida 2006 — 2010
Bachelor of Science In Business Administration, Finance
John Robert Bizzell John Robert Bizzell's Stephens Inc. Experience May 2014 - Present
Job VP, Equity Research Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. May 2014 - Present
Stephens Inc. December 2011 - May 2014
University of Arkansas at Little Rock August 2011 - December 2011
ConMed Linvatec October 2009 - September 2011
Education
Rhodes College 2005 — 2009
Bachelors of Science, Biology
University of Arkansas at Little Rock 2011 — 2013
Master of Business Administration
Stephens Inc. May 2014 - Present
Stephens Inc. December 2011 - May 2014
University of Arkansas at Little Rock August 2011 - December 2011
ConMed Linvatec October 2009 - September 2011
Education
Rhodes College 2005 — 2009
Bachelors of Science, Biology
University of Arkansas at Little Rock 2011 — 2013
Master of Business Administration
Lucinda (Cindy) Raymond's Stephens Inc. Experience September 2012 - Present
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2012 - Present
Morgan Stanley Smith B arney August 2007 - September 2012
Morgan Keegan 2000 - 2007
Prudential Securities Inc. 1990 - 2000
Alex Brown 1989 - 1990
Scharff & Jones, Inc. 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Series 7, Wealth Management, Securities, Investment Advisory, Retirement Planning, Fixed Income, Asset Managment, Investments, Strategic Financial..., Series 63, Equities, Insurance, Due Diligence, 401k, Corporate Finance, Commodity, Alternative Investments, Separately Managed..., Financial Advisory, Investment Strategies, Series 24, Bloomberg, Banking, Mutual Funds, Credit, Valuation, ETFs, Series 65, Wealth Management..., Retirement, Asset Management, Financial Modeling, Investment Management, Hedge Funds, Relationship Management, Capital Markets, FINRA, Bonds, Fixed Annuities, Loans, Emerging Markets, Equity Research, Options, Mortgage Lending, Financial Structuring, Equity Trading, Bloomberg Terminal, Financial Markets
Education
University of New Orleans 1970 — 1972
Art Education
Stephens Inc. September 2012 - Present
Morgan Stanley Smith B arney August 2007 - September 2012
Morgan Keegan 2000 - 2007
Prudential Securities Inc. 1990 - 2000
Alex Brown 1989 - 1990
Scharff & Jones, Inc. 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Series 7, Wealth Management, Securities, Investment Advisory, Retirement Planning, Fixed Income, Asset Managment, Investments, Strategic Financial..., Series 63, Equities, Insurance, Due Diligence, 401k, Corporate Finance, Commodity, Alternative Investments, Separately Managed..., Financial Advisory, Investment Strategies, Series 24, Bloomberg, Banking, Mutual Funds, Credit, Valuation, ETFs, Series 65, Wealth Management..., Retirement, Asset Management, Financial Modeling, Investment Management, Hedge Funds, Relationship Management, Capital Markets, FINRA, Bonds, Fixed Annuities, Loans, Emerging Markets, Equity Research, Options, Mortgage Lending, Financial Structuring, Equity Trading, Bloomberg Terminal, Financial Markets
Education
University of New Orleans 1970 — 1972
Art Education
Rebecca Hinerman's Stephens Inc. Experience December 1983 - January 2007
Job Bond sales assistant at BOSC Inc.
Industry Investment Banking
Experience
BOSC Inc. March 2007 - Present
Stephens Inc. December 1983 - January 2007
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Derivatives, Mergers, Capital Markets, Private Equity, Microsoft Excel
Education
University of Arkansas at Fayetteville 1978 — 1980
Bachelor's degree, Elementary Education and Teaching
University of Central Arkansas 1975 — 1978
Elementary Education and Teaching
BOSC Inc. March 2007 - Present
Stephens Inc. December 1983 - January 2007
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Derivatives, Mergers, Capital Markets, Private Equity, Microsoft Excel
Education
University of Arkansas at Fayetteville 1978 — 1980
Bachelor's degree, Elementary Education and Teaching
University of Central Arkansas 1975 — 1978
Elementary Education and Teaching
Lindsay Madden, CRPC®'s Stephens Inc. Experience February 2013 - March 2015
Job Institutional Sales & Marketing Associate at Stephens Investment Management Group at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. February 2013 - March 2015
The Guardian Life Insurance Company of America March 2012 - October 2012
Invesco, Ltd. July 2010 - March 2012
AXA Equitable / AXA Distributors, LLC March 2009 - February 2010
AXA Equitable / AXA Distributors, LLC June 2006 - February 2010
Skills
Series 7, Mutual Funds, Series 6, Annuities, Series 63, Retirement Planning, Retirement, Investments, Variable Annuities, Securities
Education
University of South Carolina - The Moore School of Business 2002 — 2006
BS in Business Administration, Finance and Marketing
Stephens Inc. February 2013 - March 2015
The Guardian Life Insurance Company of America March 2012 - October 2012
Invesco, Ltd. July 2010 - March 2012
AXA Equitable / AXA Distributors, LLC March 2009 - February 2010
AXA Equitable / AXA Distributors, LLC June 2006 - February 2010
Skills
Series 7, Mutual Funds, Series 6, Annuities, Series 63, Retirement Planning, Retirement, Investments, Variable Annuities, Securities
Education
University of South Carolina - The Moore School of Business 2002 — 2006
BS in Business Administration, Finance and Marketing
Corey Elliott Corey Elliott's Stephens Inc. Experience June 2014 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
JMP Securities October 2012 - May 2013
Education
University of California, Berkeley
Bachelor of Science, Business Administration
Stephens Inc. June 2014 - Present
JMP Securities October 2012 - May 2013
Education
University of California, Berkeley
Bachelor of Science, Business Administration
Victoria Tackett Victoria Tackett's Stephens Inc. Experience July 2014 - Present
Job Stephens Inc.
Industry Accounting
Experience
Stephens Inc. July 2014 - Present
Lovett and Company July 2013 - May 2014
Chenal Restoration DKI April 2012 - June 2013
Skills
Microsoft Excel, Accounting, Financial Analysis, Finance, Financial Reporting
Education
University of Arkansas at Fayetteville
Accounting, Accounting and Finance
Stephens Inc. July 2014 - Present
Lovett and Company July 2013 - May 2014
Chenal Restoration DKI April 2012 - June 2013
Skills
Microsoft Excel, Accounting, Financial Analysis, Finance, Financial Reporting
Education
University of Arkansas at Fayetteville
Accounting, Accounting and Finance
Phillip Kosmitis Phillip Kosmitis's Stephens Inc. Experience June 2013 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Infinium Capital Management June 2012 - April 2013
Rebsamen Trust Fund August 2011 - May 2012
Arvest Fixed Income August 2011 - May 2012
Longer Investments August 2011 - February 2012
Crews & Associates May 2011 - August 2011
Williams & Anderson PLC May 2009 - August 2009
Skills
Bloomberg, Investments, Microsoft Excel, Bloomberg Terminal, PowerPoint, Fixed Income, Financial Modeling, Excel, Access, Accounting, Options, Corporate Finance, Futures, Trading, Business Valuation
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A, Major in Finance Minor in Accounting
Little Rock Central High School 2005 — 2008
Stephens Inc. June 2013 - Present
Infinium Capital Management June 2012 - April 2013
Rebsamen Trust Fund August 2011 - May 2012
Arvest Fixed Income August 2011 - May 2012
Longer Investments August 2011 - February 2012
Crews & Associates May 2011 - August 2011
Williams & Anderson PLC May 2009 - August 2009
Skills
Bloomberg, Investments, Microsoft Excel, Bloomberg Terminal, PowerPoint, Fixed Income, Financial Modeling, Excel, Access, Accounting, Options, Corporate Finance, Futures, Trading, Business Valuation
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A, Major in Finance Minor in Accounting
Little Rock Central High School 2005 — 2008
Vance Maultsby Vance Maultsby's Stephens Inc. Experience January 1985 - January 1989
Job Shareholder at Huselton, Morgan & Maultsby, P.C.
Industry Accounting
Experience
Huselton, Morgan & Maultsby, P.C. January 2001 - Present
Palex, Inc January 1997 - January 2001
Ernst & Young January 1993 - January 1997
ALEMAR January 1989 - January 1993
Stephens Inc. January 1985 - January 1989
KPMG January 1975 - January 1985
Education
University of North Texas 1970 — 1975
BBA, Accounting
University of North Texas
MBA
Huselton, Morgan & Maultsby, P.C. January 2001 - Present
Palex, Inc January 1997 - January 2001
Ernst & Young January 1993 - January 1997
ALEMAR January 1989 - January 1993
Stephens Inc. January 1985 - January 1989
KPMG January 1975 - January 1985
Education
University of North Texas 1970 — 1975
BBA, Accounting
University of North Texas
MBA
Somers Matthews Somers Matthews's Stephens Inc. Experience 1982 - 1996
Job warlord at moboco, llc
Industry Military
Experience
moboco, llc March 1953 - Present
little rock school district 1999 - 2006
stephen's inc 1982 - 1996
Education
University of Arkansas at Little Rock 1997 — 2001
bs, middle childhood education
moboco, llc March 1953 - Present
little rock school district 1999 - 2006
stephen's inc 1982 - 1996
Education
University of Arkansas at Little Rock 1997 — 2001
bs, middle childhood education
Jarrod Brinker, CPA's Stephens Inc. Experience September 2013 - July 2015
Job Associate at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners July 2015 - Present
Stephens Inc. September 2013 - July 2015
PwC September 2012 - September 2013
Study Edge August 2011 - May 2012
University of Florida August 2010 - May 2012
Price Waterhouse Coopers June 2011 - August 2011
University of Florida May 2010 - August 2010
Skills
Financial Accounting, Financial Reporting, US GAAP, Finance, Financial Statements, Auditing, GAAP, Internal Controls, Valuation, Leadership, Corporate Finance, Sarbanes-Oxley Act, Economics, Statistics, Strategic Planning, Team Leadership, Internal Audit, Bloomberg, Credit Analysis, Capital Markets, Mergers, Business Valuation, LBO, Leveraged Finance
Education
University of Florida - Fisher School of Accounting 2010 — 2012
Masters Degree, Accounting
University of Florida - Warrington College Of Business 2007 — 2010
Bachelor of Science in Accounting, Accounting
University of Florida
MSouth Equity Partners July 2015 - Present
Stephens Inc. September 2013 - July 2015
PwC September 2012 - September 2013
Study Edge August 2011 - May 2012
University of Florida August 2010 - May 2012
Price Waterhouse Coopers June 2011 - August 2011
University of Florida May 2010 - August 2010
Skills
Financial Accounting, Financial Reporting, US GAAP, Finance, Financial Statements, Auditing, GAAP, Internal Controls, Valuation, Leadership, Corporate Finance, Sarbanes-Oxley Act, Economics, Statistics, Strategic Planning, Team Leadership, Internal Audit, Bloomberg, Credit Analysis, Capital Markets, Mergers, Business Valuation, LBO, Leveraged Finance
Education
University of Florida - Fisher School of Accounting 2010 — 2012
Masters Degree, Accounting
University of Florida - Warrington College Of Business 2007 — 2010
Bachelor of Science in Accounting, Accounting
University of Florida
Greer Aviv's Stephens Inc. Experience December 2004 - July 2007
Job Director of Investor Relations at CoreSite
Industry Real Estate
Experience
CoreSite July 2013 - Present
Arrow Electronics 2011 - July 2013
Arrow Electronics April 2009 - May 2011
Arrow Electronics August 2007 - April 2009
Stephens Inc. December 2004 - July 2007
Prudential Equity Group July 1999 - August 2004
Skills
Financial Analysis, Valuation, Investor Relations, Modeling, Financial Research, Ratios, P&L Forecasting, Strategic Communications, Financial Modeling, Corporate Finance, Mergers, Competitive Analysis, Due Diligence, Capital Markets, Equities, Forecasting, Financial Communications, Stock Plan..., Mergers & Acquisitions, Leadership, Financial Reporting, Equity Research, Analysis
Education
University of Michigan 1995 — 1999
BA, Psychology
CoreSite July 2013 - Present
Arrow Electronics 2011 - July 2013
Arrow Electronics April 2009 - May 2011
Arrow Electronics August 2007 - April 2009
Stephens Inc. December 2004 - July 2007
Prudential Equity Group July 1999 - August 2004
Skills
Financial Analysis, Valuation, Investor Relations, Modeling, Financial Research, Ratios, P&L Forecasting, Strategic Communications, Financial Modeling, Corporate Finance, Mergers, Competitive Analysis, Due Diligence, Capital Markets, Equities, Forecasting, Financial Communications, Stock Plan..., Mergers & Acquisitions, Leadership, Financial Reporting, Equity Research, Analysis
Education
University of Michigan 1995 — 1999
BA, Psychology
Eric Peebles Eric Peebles's Stephens Inc. Experience May 2006 - August 2010
Job Client Support Analyst at Talisys
Industry Information Technology and Services
Experience
Talisys August 2006 - Present
Stephens Inc. May 2006 - August 2010
Kilgore Saw Company, LLC May 1998 - May 2006
Skills
Accounting, Computer Hardware, Systems Analysis, System Design, Databases, Microsoft SQL Server, Cloud Computing, Computer Repair, Budgets, Energetic Self-Starter, Leadership, Teamwork, Object Oriented Design, Home Networking, Plumbing, Electricians, Electronic Trading, Stock Trading, Bonds, Mathematics, Chemistry, Weight Training, Kung Fu, Cost Benefit, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Financial Statements, Fishing, Car Audio, Artistry, Manufacturing..., Carpentry, Tiling, Business Process..., Supply Chain Management, Interest Calculation, Interest Rate Hedging, Child Advocacy, Cash Flow, Cooking, Knowledge Sharing, Knowledge Discovery, Business Valuation, Microsoft Excel, Visual Arts, Visual Concepts, Intuitive Leadership, Determination to Succeed
Education
University of Arkansas at Little Rock 2009 — 2011
Master of Science (M.S.), Management Information Systems, General
University of Arkansas at Little Rock 2001 — 2006
Bachelor of Science, Accounting
Talisys August 2006 - Present
Stephens Inc. May 2006 - August 2010
Kilgore Saw Company, LLC May 1998 - May 2006
Skills
Accounting, Computer Hardware, Systems Analysis, System Design, Databases, Microsoft SQL Server, Cloud Computing, Computer Repair, Budgets, Energetic Self-Starter, Leadership, Teamwork, Object Oriented Design, Home Networking, Plumbing, Electricians, Electronic Trading, Stock Trading, Bonds, Mathematics, Chemistry, Weight Training, Kung Fu, Cost Benefit, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Financial Statements, Fishing, Car Audio, Artistry, Manufacturing..., Carpentry, Tiling, Business Process..., Supply Chain Management, Interest Calculation, Interest Rate Hedging, Child Advocacy, Cash Flow, Cooking, Knowledge Sharing, Knowledge Discovery, Business Valuation, Microsoft Excel, Visual Arts, Visual Concepts, Intuitive Leadership, Determination to Succeed
Education
University of Arkansas at Little Rock 2009 — 2011
Master of Science (M.S.), Management Information Systems, General
University of Arkansas at Little Rock 2001 — 2006
Bachelor of Science, Accounting
George Coors George Coors's Stephens Inc. Experience March 2015 - Present
Job Financial Consultant at Stephens Inc. Private Client Group
Industry Financial Services
Experience
Stephens Inc. March 2015 - Present
FTB Advisors August 2013 - March 2015
First Tennessee Bank 2011 - 2012
J T Shannon Lumber Company May 2010 - August 2010
Education
University of Mississippi 2009 — 2013
"Bachelor of Business Administration", Finance and Financial Management Services
Stephens Inc. March 2015 - Present
FTB Advisors August 2013 - March 2015
First Tennessee Bank 2011 - 2012
J T Shannon Lumber Company May 2010 - August 2010
Education
University of Mississippi 2009 — 2013
"Bachelor of Business Administration", Finance and Financial Management Services
Bryan Pyne Bryan Pyne's Stephens Inc. Experience July 2011 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2011 - Present
SunTrust Robinson Humphrey June 2010 - June 2011
Navigant Capital Advisors February 2008 - June 2010
Kiawah Partners July 2006 - January 2008
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
Stephens Inc. July 2011 - Present
SunTrust Robinson Humphrey June 2010 - June 2011
Navigant Capital Advisors February 2008 - June 2010
Kiawah Partners July 2006 - January 2008
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
Brent Barrow Brent Barrow's Stephens Inc. Experience August 2005 - April 2006
Job at
Industry Financial Services
Experience
Acxiom June 2011 - Present
Acxiom Corporation 2010 - 2011
LITESCAPES LLC May 2006 - October 2008
Stephens Inc. August 2005 - April 2006
Stephens Inc. July 2002 - August 2005
Stephens Inc. January 1998 - July 2002
Stephens Inc. July 1996 - December 1997
Stephens Inc. February 1995 - July 1996
Stephens Inc. June 1993 - February 1995
Stephens Inc May 1993 - June 1993
Skills
Training, Business Development, Leadership, Forecasting, Business Analysis, Management, Mergers, Financial Modeling, Budgets, Finance, Mergers & Acquisitions, Project Planning, Sales, CRM, Process Improvement, Strategy, Direct Marketing, Business Intelligence, Strategic Planning, Analytics
Education
University of Arkansas at Little Rock 1999 — 2001
MBA, Business
University of Central Arkansas 1988 — 1992
B.B.A, Business Management
Acxiom June 2011 - Present
Acxiom Corporation 2010 - 2011
LITESCAPES LLC May 2006 - October 2008
Stephens Inc. August 2005 - April 2006
Stephens Inc. July 2002 - August 2005
Stephens Inc. January 1998 - July 2002
Stephens Inc. July 1996 - December 1997
Stephens Inc. February 1995 - July 1996
Stephens Inc. June 1993 - February 1995
Stephens Inc May 1993 - June 1993
Skills
Training, Business Development, Leadership, Forecasting, Business Analysis, Management, Mergers, Financial Modeling, Budgets, Finance, Mergers & Acquisitions, Project Planning, Sales, CRM, Process Improvement, Strategy, Direct Marketing, Business Intelligence, Strategic Planning, Analytics
Education
University of Arkansas at Little Rock 1999 — 2001
MBA, Business
University of Central Arkansas 1988 — 1992
B.B.A, Business Management
Nikki Reynolds, CFA, CFP Nikki Reynolds, CFA, CFP's Stephens Inc. Experience June 1995 - June 2002
Job SVP & Portfolio Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2002 - Present
Stephens Inc. June 1995 - June 2002
Skills
Banking, Bloomberg, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans
Education
University of Central Arkansas 1990 — 1993
BBA, Finance
Regions Financial Corporation June 2002 - Present
Stephens Inc. June 1995 - June 2002
Skills
Banking, Bloomberg, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans
Education
University of Central Arkansas 1990 — 1993
BBA, Finance
Edward Kenna's Stephens Inc. Experience July 2015 - Present
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2015 - Present
Stephens Inc. June 2012 - July 2015
KPMG June 2011 - July 2011
GE Energy June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, PowerPoint, Corporate Finance, Investments, Finance, Investment Banking
Education
University of Georgia - Terry College of Business 2007 — 2011
BBA, Banking & Finance, Management Information Systems
The Lovett School 1992 — 2007
Stephens Inc. July 2015 - Present
Stephens Inc. June 2012 - July 2015
KPMG June 2011 - July 2011
GE Energy June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, PowerPoint, Corporate Finance, Investments, Finance, Investment Banking
Education
University of Georgia - Terry College of Business 2007 — 2011
BBA, Banking & Finance, Management Information Systems
The Lovett School 1992 — 2007
Mark Rosa's Stephens Inc. Experience 2005 - 2007
Job Research Associate at The Prince Houston Group
Industry Staffing and Recruiting
Experience
The Prince Houston Group 2015 - Present
HFObserver 2011 - 2015
Citi Habitats 2009 - 2011
Oppenheimer & Co. Inc. 2007 - 2009
Stephens Inc 2005 - 2007
Thompson Davis Asset Management 2003 - 2005
Skills
Hedge Funds, Finance, Series 7, Mutual Funds, Equities, Bloomberg, Series 63, FINRA, Trading, Real Estate License, Chartered Financial..., Alternative Investments, Valuation, CFA Level 1, Series 86, Series 87, Capital Markets, Competitive Analysis, Equity Research, Start-ups, Analytics, Analysis, Investments, Operations Management, Business Strategy, Business Development, Asset Management, Recruiting, Morningstar, Lipper
Education
University of Richmond 1999 — 2003
Bachelor of Science, Business Administration; Finance Concentration
Northern Highlands Regional High School 1995 — 1999
The Prince Houston Group 2015 - Present
HFObserver 2011 - 2015
Citi Habitats 2009 - 2011
Oppenheimer & Co. Inc. 2007 - 2009
Stephens Inc 2005 - 2007
Thompson Davis Asset Management 2003 - 2005
Skills
Hedge Funds, Finance, Series 7, Mutual Funds, Equities, Bloomberg, Series 63, FINRA, Trading, Real Estate License, Chartered Financial..., Alternative Investments, Valuation, CFA Level 1, Series 86, Series 87, Capital Markets, Competitive Analysis, Equity Research, Start-ups, Analytics, Analysis, Investments, Operations Management, Business Strategy, Business Development, Asset Management, Recruiting, Morningstar, Lipper
Education
University of Richmond 1999 — 2003
Bachelor of Science, Business Administration; Finance Concentration
Northern Highlands Regional High School 1995 — 1999
Todd Bridges Todd Bridges's Stephens Inc. Experience May 1988 - May 1999
Job Agent at New York Life Insurance Company and Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Find My Animal.com June 2010 - December 2013
Find My Animal.com May 2010 - December 2013
Holcombe Heights Apartments May 2007 - December 2013
Morgan Keegan & Co. May 1999 - July 2001
Stephens Inc. May 1988 - May 1999
Skills
Small Business, Sales, Selling, 401k Rollovers, Annuity Sales, Fixed Annuities, Business Insurance..., Buy-sell Agreements, Estate Planning, Life Insurance, Term Life Insurance, Whole Life, Investments, Guaranteed Lifetime..., Personal Finance, Risk Management, Retirement Planning, Wealth Preservation..., Financial Services, Whole Life Insurance, Life Insurance..., Asset Protection, Licensed Life Insurance..., Finance
Education
University of Arkansas at Little Rock 1986 — 1990
Bachelor of Business Administration (BBA), Business
New York Life Insurance Company January 2014 - Present
Find My Animal.com June 2010 - December 2013
Find My Animal.com May 2010 - December 2013
Holcombe Heights Apartments May 2007 - December 2013
Morgan Keegan & Co. May 1999 - July 2001
Stephens Inc. May 1988 - May 1999
Skills
Small Business, Sales, Selling, 401k Rollovers, Annuity Sales, Fixed Annuities, Business Insurance..., Buy-sell Agreements, Estate Planning, Life Insurance, Term Life Insurance, Whole Life, Investments, Guaranteed Lifetime..., Personal Finance, Risk Management, Retirement Planning, Wealth Preservation..., Financial Services, Whole Life Insurance, Life Insurance..., Asset Protection, Licensed Life Insurance..., Finance
Education
University of Arkansas at Little Rock 1986 — 1990
Bachelor of Business Administration (BBA), Business
James Kuklinski James Kuklinski's Stephens Inc. Experience June 2014 - May 2015
Job Analyst at Allen & Company
Industry Financial Services
Experience
Allen & Company June 2015 - Present
Stephens Inc. June 2014 - May 2015
Macquarie Group June 2013 - August 2013
U.S. Department of Justice June 2012 - August 2012
OpenSky June 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics (PPE), Magna Cum Laude
St. Peter's Preparatory School 2006 — 2010
Allen & Company June 2015 - Present
Stephens Inc. June 2014 - May 2015
Macquarie Group June 2013 - August 2013
U.S. Department of Justice June 2012 - August 2012
OpenSky June 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics (PPE), Magna Cum Laude
St. Peter's Preparatory School 2006 — 2010
James E. (Jim) Johnson III James E. (Jim) Johnson III's Stephens Inc. Experience 1997 - Present
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 1997 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Wake Forest University
Bachelor of Science (BS), Business Administration and Management, General
Stephens Inc. 1997 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Wake Forest University
Bachelor of Science (BS), Business Administration and Management, General
James Holmes IV James Holmes IV's Stephens Inc. Experience March 2011 - Present
Job Financial Consultant Private Client Group at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2011 - Present
DEUTSCHE BANK ALEX. BROWN July 2004 - March 2011
UBS FINANCIAL SERVICES July 2002 - July 2004
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA, Psychology, History
Stephens Inc. March 2011 - Present
DEUTSCHE BANK ALEX. BROWN July 2004 - March 2011
UBS FINANCIAL SERVICES July 2002 - July 2004
Education
University of North Carolina at Chapel Hill 1998 — 2002
BA, Psychology, History
Suneel Gupta Suneel Gupta's Stephens Inc. Experience July 2001 - July 2003
Job Senior Associate at Baker Donelson
Industry Law Practice
Experience
Baker Donelson June 2015 - Present
Peters & Monyak January 2012 - May 2015
McKenna Long & Aldridge LLP August 2008 - December 2011
Bradley Arant Boult Cummings LLP September 2006 - October 2007
Stephens Inc. July 2001 - July 2003
Skills
Legal Research, Finance, Litigation, Commercial Litigation, Product Liability, Civil Litigation, Mergers, Class Actions, Employment Law, Intellectual Property, Corporate Law, Medical Malpractice, Depositions, Corporate Finance, Personal Injury, Mergers & Acquisitions, Mediation, Hearings, Securities, Corporate Governance, Bankruptcy, Copyright Law, Construction Law, Insurance Law, Dispute Resolution, Appeals, Westlaw, Litigation Management, Arbitration, Alternative Dispute..., Courts, Estate Planning, Private Placements, IPO, Securities Litigation, Legal Writing, Torts, Trademarks, Trial Practice, Legal Assistance, Public Liability, Financial Modeling, Joint Ventures, Creditors' Rights, Trials, Litigation Support, Legal Issues, Personal Injury..., Trusts, Motions
Education
University of Arkansas School of Law, Fayetteville 2003 — 2006
JD, cum laude
Rhodes College 1997 — 2001
BA, Economics
Baker Donelson June 2015 - Present
Peters & Monyak January 2012 - May 2015
McKenna Long & Aldridge LLP August 2008 - December 2011
Bradley Arant Boult Cummings LLP September 2006 - October 2007
Stephens Inc. July 2001 - July 2003
Skills
Legal Research, Finance, Litigation, Commercial Litigation, Product Liability, Civil Litigation, Mergers, Class Actions, Employment Law, Intellectual Property, Corporate Law, Medical Malpractice, Depositions, Corporate Finance, Personal Injury, Mergers & Acquisitions, Mediation, Hearings, Securities, Corporate Governance, Bankruptcy, Copyright Law, Construction Law, Insurance Law, Dispute Resolution, Appeals, Westlaw, Litigation Management, Arbitration, Alternative Dispute..., Courts, Estate Planning, Private Placements, IPO, Securities Litigation, Legal Writing, Torts, Trademarks, Trial Practice, Legal Assistance, Public Liability, Financial Modeling, Joint Ventures, Creditors' Rights, Trials, Litigation Support, Legal Issues, Personal Injury..., Trusts, Motions
Education
University of Arkansas School of Law, Fayetteville 2003 — 2006
JD, cum laude
Rhodes College 1997 — 2001
BA, Economics
Ashly BK Fields Ashly BK Fields's Stephens Inc. Experience February 2014 - Present
Job Stephens, Inc.
Industry Oil & Energy
Experience
Stephens Inc. February 2014 - Present
Bicycle Kustomz February 2012 - Present
Hasco Medical, Inc. June 2013 - January 2014
Hasco Medical, Inc. November 2012 - June 2013
University of Phoenix June 2003 - June 2011
University of Phoenix 2001 - 2003
Education
University of Phoenix 2008 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations
Stephens Inc. February 2014 - Present
Bicycle Kustomz February 2012 - Present
Hasco Medical, Inc. June 2013 - January 2014
Hasco Medical, Inc. November 2012 - June 2013
University of Phoenix June 2003 - June 2011
University of Phoenix 2001 - 2003
Education
University of Phoenix 2008 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations
Wes Farmer Wes Farmer's Stephens Inc. Experience December 2014 - Present
Job Fixed Income Business Analyst at Stephens Inc.
Industry Information Technology and Services
Experience
Stephens Inc. December 2014 - Present
FIS - Fidelity Information Services July 2011 - December 2014
The Capital Bank June 2010 - June 2011
Skills
Business Analysis, SDLC, IIS, Business Requirements, Requirements Analysis, Requirements Gathering
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Applied Science (BASc), Finance
Stephens Inc. December 2014 - Present
FIS - Fidelity Information Services July 2011 - December 2014
The Capital Bank June 2010 - June 2011
Skills
Business Analysis, SDLC, IIS, Business Requirements, Requirements Analysis, Requirements Gathering
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Applied Science (BASc), Finance
Nathan Leiphardt Nathan Leiphardt's Stephens Inc. Experience 2013 - Present
Job Equity Research at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. 2013 - Present
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MS), Finance
University of Denver 2009 — 2012
BSBA, Finance, Magna Cum Laude
Stephens Inc. 2013 - Present
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MS), Finance
University of Denver 2009 — 2012
BSBA, Finance, Magna Cum Laude
Nick Bellmann Nick Bellmann's Stephens Inc. Experience August 2011 - Present
Job Senior Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2011 - Present
GE Capital July 2007 - November 2011
PricewaterhouseCoopers August 2005 - July 2007
Ernst & Young August 2003 - August 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BSBA
Stephens Inc. August 2011 - Present
GE Capital July 2007 - November 2011
PricewaterhouseCoopers August 2005 - July 2007
Ernst & Young August 2003 - August 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BSBA
Patrick Allen Patrick Allen's Stephens Inc. Experience March 2013 - Present
Job Investment Banking Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2013 - Present
Stephens Inc. July 2010 - March 2013
Stephens Inc. July 2009 - June 2010
Stephens Inc. July 2007 - June 2009
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance
Stephens Inc. March 2013 - Present
Stephens Inc. July 2010 - March 2013
Stephens Inc. July 2009 - June 2010
Stephens Inc. July 2007 - June 2009
Education
University of Nebraska-Lincoln 2003 — 2007
BS, Finance
Amy Lambert, CFA Amy Lambert, CFA's Stephens Inc. Experience 2001 - 2003
Job at Financial Advisory Consultant
Industry Financial Services
Experience
Independent Financial Advisory Consultant 2003 - Present
Stephens Inc. 2001 - 2003
Wachovia Securities 1997 - 2000
J.C. Bradford & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Asset Allocation, Mergers, Investment Banking, Financial Modeling, Finance, Financial Services, Financial Analysis, Investments, Securities, Private Equity, Valuation, Financial Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
Independent Financial Advisory Consultant 2003 - Present
Stephens Inc. 2001 - 2003
Wachovia Securities 1997 - 2000
J.C. Bradford & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Asset Allocation, Mergers, Investment Banking, Financial Modeling, Finance, Financial Services, Financial Analysis, Investments, Securities, Private Equity, Valuation, Financial Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
Brian A. Hall, CPA Brian A. Hall, CPA's Stephens Inc. Experience October 2002 - May 2003
Job Shareholder at S. Mark Hand & Associates, P.A.
Industry Accounting
Experience
S. Mark Hand & Associates, P.A. October 2013 - Present
The LBA Group September 2012 - October 2013
Beall Barclay & Company, PLC September 2005 - September 2012
2005Ward Transportation Services, Inc June 2003 - September 2005
Stephens Inc. October 2002 - May 2003
FROST, PLLC March 2001 - October 2002
Thomas & Thomas LLP September 1999 - March 2001
Rasco Burris & Winter December 1997 - September 1999
Virco May 1996 - December 1997
Skills
Income Tax, Depreciation, Accounting, Tax Returns, Tax Research, IRS, CPA, Tax, QuickBooks, Corporate Tax, Partnership Taxation, Accounts Receivable, Tax Preparation, Tax Accounting, Accounts Payable, Fixed Assets, Finance, SEC filings, Business Tax Planning, US GAAP, Estate Tax Planning, External Audit, Small Business, Accountants, Internal Audit, S Corporations, Tax Advisory, Financial Analysis, Journal Entries, Trusts, Forensic Accounting, Assurance, Payroll Taxes, International Tax, ProSystem fx Tax, Account Reconciliation, High Net Worth..., Bookkeeping
Education
University of Central Arkansas 1994 — 1997
BBA, Accounting
S. Mark Hand & Associates, P.A. October 2013 - Present
The LBA Group September 2012 - October 2013
Beall Barclay & Company, PLC September 2005 - September 2012
2005Ward Transportation Services, Inc June 2003 - September 2005
Stephens Inc. October 2002 - May 2003
FROST, PLLC March 2001 - October 2002
Thomas & Thomas LLP September 1999 - March 2001
Rasco Burris & Winter December 1997 - September 1999
Virco May 1996 - December 1997
Skills
Income Tax, Depreciation, Accounting, Tax Returns, Tax Research, IRS, CPA, Tax, QuickBooks, Corporate Tax, Partnership Taxation, Accounts Receivable, Tax Preparation, Tax Accounting, Accounts Payable, Fixed Assets, Finance, SEC filings, Business Tax Planning, US GAAP, Estate Tax Planning, External Audit, Small Business, Accountants, Internal Audit, S Corporations, Tax Advisory, Financial Analysis, Journal Entries, Trusts, Forensic Accounting, Assurance, Payroll Taxes, International Tax, ProSystem fx Tax, Account Reconciliation, High Net Worth..., Bookkeeping
Education
University of Central Arkansas 1994 — 1997
BBA, Accounting
Brandon Burroughs's Stephens Inc. Experience February 2015 - Present
Job Business Analyst
Industry Capital Markets
Experience
Stephens Inc. February 2015 - Present
Arkansas Pipe Trades Association Board of Directors August 2013 - September 2015
WESCO Distribution August 2014 - February 2015
WESCO Distribution August 2013 - August 2014
University of Arkansas at Little Rock January 2012 - July 2013
Skills
Etrade Pro Platform, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, BBC Research, Patent Searching, Federal Reserve..., UN Comtrade Database, Leadership, Public Speaking, Research, Team Building, Financial Reporting, Equity Trading, Team Leadership, Teamwork, Financial Analysis, Mergers & Acquisitions, Finance, Financial Modeling, Time Management, Forecasting, Business Planning, Budgets, Access, Sales, Analysis
Education
University of Arkansas at Little Rock 2010 — 2013
Bachelor of Business Administration (BBA), Finance
University of Arkansas at Little Rock 2010 — 2013
Bachelor of Business Administration (BBA), Economics
Stephens Inc. February 2015 - Present
Arkansas Pipe Trades Association Board of Directors August 2013 - September 2015
WESCO Distribution August 2014 - February 2015
WESCO Distribution August 2013 - August 2014
University of Arkansas at Little Rock January 2012 - July 2013
Skills
Etrade Pro Platform, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, BBC Research, Patent Searching, Federal Reserve..., UN Comtrade Database, Leadership, Public Speaking, Research, Team Building, Financial Reporting, Equity Trading, Team Leadership, Teamwork, Financial Analysis, Mergers & Acquisitions, Finance, Financial Modeling, Time Management, Forecasting, Business Planning, Budgets, Access, Sales, Analysis
Education
University of Arkansas at Little Rock 2010 — 2013
Bachelor of Business Administration (BBA), Finance
University of Arkansas at Little Rock 2010 — 2013
Bachelor of Business Administration (BBA), Economics
Thom Albrecht's Stephens Inc. Experience February 2005 - July 2009
Job CFA; Managing Director at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets August 2009 - Present
Stephens Inc. February 2005 - July 2009
BB&T Capital Markets April 2000 - February 2005
ABN AMRO October 1997 - April 2000
A.G. Edwards & Sons, Inc. December 1986 - September 1997
Skills
Investment Banking, Transportation, Freight, Financial Analysis, Mergers, Financial Modeling, Public speaking;...
Education
University of Central Missouri 1980 — 1984
B.S. Business Admin, Finance
Alton High School
BB&T Capital Markets August 2009 - Present
Stephens Inc. February 2005 - July 2009
BB&T Capital Markets April 2000 - February 2005
ABN AMRO October 1997 - April 2000
A.G. Edwards & Sons, Inc. December 1986 - September 1997
Skills
Investment Banking, Transportation, Freight, Financial Analysis, Mergers, Financial Modeling, Public speaking;...
Education
University of Central Missouri 1980 — 1984
B.S. Business Admin, Finance
Alton High School
Scott Alaniz Scott Alaniz's Stephens Inc. Experience June 1991 - March 2003
Job Partner, Private Investment Management Firm
Industry Investment Management
Experience
Boston Mountain Money Management, Inc. June 2007 - Present
Sandler O'Neill February 2004 - February 2006
SAMCO Capital Markets March 2003 - February 2004
Stephens Inc. June 1991 - March 2003
Skills
Corporate Finance, Strategic Planning, Valuation, Management, Financial Advisory, Tax, Venture Capital, Finance, Strategic Financial..., Accounting, Financial Services, Equities, Investments, Executive Management, Analysis, Financial Reporting, Investment Strategies, Competitive Analysis, Capital Markets, Strategy, Due Diligence, Banking, Investment Banking, Managerial Finance, Risk Management, Alternative Investments, Portfolio Management, Asset Management, Start-ups, Financial Planning
Education
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (B.S.), Finance
Boston Mountain Money Management, Inc. June 2007 - Present
Sandler O'Neill February 2004 - February 2006
SAMCO Capital Markets March 2003 - February 2004
Stephens Inc. June 1991 - March 2003
Skills
Corporate Finance, Strategic Planning, Valuation, Management, Financial Advisory, Tax, Venture Capital, Finance, Strategic Financial..., Accounting, Financial Services, Equities, Investments, Executive Management, Analysis, Financial Reporting, Investment Strategies, Competitive Analysis, Capital Markets, Strategy, Due Diligence, Banking, Investment Banking, Managerial Finance, Risk Management, Alternative Investments, Portfolio Management, Asset Management, Start-ups, Financial Planning
Education
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (B.S.), Finance
Kimberly Lotz Kimberly Lotz's Stephens Inc. Experience July 1999 - June 2006
Job Senior Corporate Accountant at The Stephens Group, LLC
Industry Accounting
Experience
The Stephens Group, LLC June 2006 - Present
Stephens Inc. July 1999 - June 2006
Stephens Inc. February 1988 - July 1999
One National Bank 1980 - February 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Reporting, HTML, Financial Accounting, Accounting Software, Budgeting, PowerPoint, Public Speaking
Education
University of Arkansas at Little Rock 1979 — 1982
North Little Rock Northeast 1976 — 1979
High School, General Studies, 12
The Stephens Group, LLC June 2006 - Present
Stephens Inc. July 1999 - June 2006
Stephens Inc. February 1988 - July 1999
One National Bank 1980 - February 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Reporting, HTML, Financial Accounting, Accounting Software, Budgeting, PowerPoint, Public Speaking
Education
University of Arkansas at Little Rock 1979 — 1982
North Little Rock Northeast 1976 — 1979
High School, General Studies, 12
Connell 'Nellie' Vail Connell 'Nellie' Vail's Stephens Inc. Experience July 2005 - November 2007
Job Finance Operations Manager
Industry Accounting
Experience
Sageworks March 2015 - Present
SMT (SportsMEDIA Technology Corp) June 2013 - March 2015
SMT (SportsMEDIA Technology Corp) January 2009 - May 2013
Self Employed January 2002 - January 2013
Prier, Burch & Schermerhorn, CPAs January 2008 - April 2008
Stephens Inc. July 2005 - November 2007
Skills
Microsoft Office, Windows, QuickBooks, Microsoft Excel, Management, Customer Service, Peachtree, Mas 90, Creative Solutions, Drake Tax Software, UltraTax CS, Troubleshooting, Quality Assurance, Project Management, Strategic Planning, Business Development, Operating Systems, Sage 100, Accounting, Business Strategy
Education
University of Central Arkansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Sageworks March 2015 - Present
SMT (SportsMEDIA Technology Corp) June 2013 - March 2015
SMT (SportsMEDIA Technology Corp) January 2009 - May 2013
Self Employed January 2002 - January 2013
Prier, Burch & Schermerhorn, CPAs January 2008 - April 2008
Stephens Inc. July 2005 - November 2007
Skills
Microsoft Office, Windows, QuickBooks, Microsoft Excel, Management, Customer Service, Peachtree, Mas 90, Creative Solutions, Drake Tax Software, UltraTax CS, Troubleshooting, Quality Assurance, Project Management, Strategic Planning, Business Development, Operating Systems, Sage 100, Accounting, Business Strategy
Education
University of Central Arkansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Michael Bodiak's Stephens Inc. Experience September 2002 - September 2006
Job Assistant Client Advisor 2
Industry Banking
Experience
Arvest Bank February 2015 - Present
Central Mortgage Company August 2012 - February 2015
Central Mortgage Company February 2008 - August 2012
Central Mortgage Company November 2006 - February 2008
Stephens Inc. September 2002 - September 2006
Skills
Microsoft Office, Credit, Research, Microsoft Excel, Financial Analysis, Finance, Bloomberg, PowerPoint, Outlook, Financial Modeling, Microsoft Word, Investments, Marketing, Credit Analysis, Customer Service, Banking, Loans, Mortgage Lending, Access, Team Building, Default, Account Reconciliation, Market Research
Education
University of Arkansas at Little Rock 1994 — 2001
Bachelor of Arts and Sciences, Professional and Technical Writing
University of Arkansas at Little Rock 1994 — 2001
Bachelor of Arts in Professional and Technical Writing, Technical Writing
University of Arkansas at Fayetteville 1997 — 1998
Arvest Bank February 2015 - Present
Central Mortgage Company August 2012 - February 2015
Central Mortgage Company February 2008 - August 2012
Central Mortgage Company November 2006 - February 2008
Stephens Inc. September 2002 - September 2006
Skills
Microsoft Office, Credit, Research, Microsoft Excel, Financial Analysis, Finance, Bloomberg, PowerPoint, Outlook, Financial Modeling, Microsoft Word, Investments, Marketing, Credit Analysis, Customer Service, Banking, Loans, Mortgage Lending, Access, Team Building, Default, Account Reconciliation, Market Research
Education
University of Arkansas at Little Rock 1994 — 2001
Bachelor of Arts and Sciences, Professional and Technical Writing
University of Arkansas at Little Rock 1994 — 2001
Bachelor of Arts in Professional and Technical Writing, Technical Writing
University of Arkansas at Fayetteville 1997 — 1998
Stuart Gillespie Stuart Gillespie's Stephens Inc. Experience November 2011 - December 2012
Job
Industry
Experience
Graian Capital Management, LLC November 2013 - Present
Wells Fargo Securities January 2013 - November 2013
Stephens Inc. November 2011 - December 2012
Education
University of Colorado School of Law 2008 — 2011
Juris Doctor (J.D.)
Vanderbilt University 2004 — 2008
Bachelor's Degree
Graian Capital Management, LLC November 2013 - Present
Wells Fargo Securities January 2013 - November 2013
Stephens Inc. November 2011 - December 2012
Education
University of Colorado School of Law 2008 — 2011
Juris Doctor (J.D.)
Vanderbilt University 2004 — 2008
Bachelor's Degree
Jeffrey Bantam Jeffrey Bantam's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Fisher Investments May 2014 - August 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2013 - August 2013
University of Nebraska-Lincoln June 2012 - May 2013
Nebraska Leadership Seminar, Inc. June 2010 - June 2012
Nelsen's Landing April 2011 - August 2011
Verizon Wireless May 2009 - August 2011
Thayer Central High School May 2007 - August 2008
Skills
Team Leadership, Teamwork, VBA, Microsoft Excel, Leadership, Actuarial Science, SQL, Financial Accounting, Data Analysis, Analytical Skills, Investment Banking, Stock Valuation, Highly Analytical, Hard Worker
Education
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Business Administration (BBA), Finance - CFA Investments
Alma High School 2010 — 2011
Thayer Central High School 2007 — 2010
Stephens Inc. June 2015 - Present
Fisher Investments May 2014 - August 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2013 - August 2013
University of Nebraska-Lincoln June 2012 - May 2013
Nebraska Leadership Seminar, Inc. June 2010 - June 2012
Nelsen's Landing April 2011 - August 2011
Verizon Wireless May 2009 - August 2011
Thayer Central High School May 2007 - August 2008
Skills
Team Leadership, Teamwork, VBA, Microsoft Excel, Leadership, Actuarial Science, SQL, Financial Accounting, Data Analysis, Analytical Skills, Investment Banking, Stock Valuation, Highly Analytical, Hard Worker
Education
University of Nebraska-Lincoln 2011 — 2015
Bachelor of Business Administration (BBA), Finance - CFA Investments
Alma High School 2010 — 2011
Thayer Central High School 2007 — 2010
Kyle Schnack Kyle Schnack's Stephens Inc. Experience June 2013 - June 2015
Job Private Equity Analyst at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group July 2015 - Present
Stephens Inc. June 2013 - June 2015
University of Nebraska-Lincoln August 2012 - May 2013
Koch Industries May 2012 - August 2012
Yahoo May 2011 - August 2011
University of Nebraska-Lincoln 2010 - 2011
Skills
Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Statistics, Financial Analysis, Microsoft Word, Analysis
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Economics, Finance (CFA-Investments), 3.985 - Highest Distinction
The Blackstone Group July 2015 - Present
Stephens Inc. June 2013 - June 2015
University of Nebraska-Lincoln August 2012 - May 2013
Koch Industries May 2012 - August 2012
Yahoo May 2011 - August 2011
University of Nebraska-Lincoln 2010 - 2011
Skills
Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Statistics, Financial Analysis, Microsoft Word, Analysis
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Economics, Finance (CFA-Investments), 3.985 - Highest Distinction
Jackson Reeves's Stephens Inc. Experience June 2011 - August 2011
Job Banking Representative
Industry Financial Services
Experience
The Bank of Tampa March 2014 - Present
Franklin Templeton Investments May 2013 - August 2013
Stephens Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Office..., Teamwork
Education
University of Florida 2010 — 2013
Bachelor of Science in Business Administration, Finance
University of Tampa 2009 — 2010
Undergraduate, Business
The Bank of Tampa March 2014 - Present
Franklin Templeton Investments May 2013 - August 2013
Stephens Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Office..., Teamwork
Education
University of Florida 2010 — 2013
Bachelor of Science in Business Administration, Finance
University of Tampa 2009 — 2010
Undergraduate, Business
Lisa Cushing Lisa Cushing's Stephens Inc. Experience July 2012 - February 2015
Job Founder at SBIR Solutions, LLC
Industry Financial Services
Experience
SBIR Solutions, LLC February 2015 - Present
Stephens Inc. July 2012 - February 2015
Rembrandt Financial Group (ING) January 2012 - July 2012
RBC Wealth Management December 2004 - June 2007
State Street Bank August 2001 - June 2003
Bayview Financial October 1999 - May 2001
Skills
Business Administration, Account Management, Cost Reporting, Financial Reporting, Capital Markets, Financial Services, Finance, Wealth Management, Series 7, Series 66, Corporate Actions
Education
University of Miami - School of Business 1992 — 1996
BS, International Finance and Marketing
SBIR Solutions, LLC February 2015 - Present
Stephens Inc. July 2012 - February 2015
Rembrandt Financial Group (ING) January 2012 - July 2012
RBC Wealth Management December 2004 - June 2007
State Street Bank August 2001 - June 2003
Bayview Financial October 1999 - May 2001
Skills
Business Administration, Account Management, Cost Reporting, Financial Reporting, Capital Markets, Financial Services, Finance, Wealth Management, Series 7, Series 66, Corporate Actions
Education
University of Miami - School of Business 1992 — 1996
BS, International Finance and Marketing
Shannon Connell Shannon Connell's Stephens Inc. Experience 1998 - 2000
Job Lecturer at Rochester Institute of Technology
Industry Design
Experience
Rochester Institute of Technology August 2015 - Present
METHODIVE May 2006 - Present
jWeb New Media October 2009 - August 2015
Fred Sparks Design February 2008 - October 2009
University of Missouri January 2006 - May 2007
Columbia Photo May 2005 - January 2006
Leisure Arts March 2003 - January 2005
Custom concrete June 2001 - August 2002
Stephens Inc. 1998 - 2000
Skills
Adobe Creative Suite, InDesign, Illustrator, Layout, Graphic Design, Photoshop, Dreamweaver, Illustration, Photography, Adobe Acrobat, Typography, Logo Design, QuarkXPress, Mac, Brochures, Web Design, Digital Photography, Social Media, Art, Art Direction, Image Manipulation, Pre-press, Packaging, Creative Strategy
Education
University of Missouri-Columbia 2005 — 2007
Bachelor of Fine Arts (B.F.A.), Studio art
University of Arkansas at Little Rock 2000 — 2004
Fine/Studio Arts, General
Jefferson City High School 1995 — 1997
High School
Rochester Institute of Technology August 2015 - Present
METHODIVE May 2006 - Present
jWeb New Media October 2009 - August 2015
Fred Sparks Design February 2008 - October 2009
University of Missouri January 2006 - May 2007
Columbia Photo May 2005 - January 2006
Leisure Arts March 2003 - January 2005
Custom concrete June 2001 - August 2002
Stephens Inc. 1998 - 2000
Skills
Adobe Creative Suite, InDesign, Illustrator, Layout, Graphic Design, Photoshop, Dreamweaver, Illustration, Photography, Adobe Acrobat, Typography, Logo Design, QuarkXPress, Mac, Brochures, Web Design, Digital Photography, Social Media, Art, Art Direction, Image Manipulation, Pre-press, Packaging, Creative Strategy
Education
University of Missouri-Columbia 2005 — 2007
Bachelor of Fine Arts (B.F.A.), Studio art
University of Arkansas at Little Rock 2000 — 2004
Fine/Studio Arts, General
Jefferson City High School 1995 — 1997
High School
Walker Bowden's Stephens Inc. Experience December 2014 - Present
Job Stephens Insurance
Industry Insurance
Experience
Stephens Inc. December 2014 - Present
Delta Dental of Arkansas August 2014 - December 2014
eMed Healthcare May 2013 - August 2014
QualChoice October 2011 - May 2013
eDocAmerica July 2009 - July 2011
Skills
Sales Operations, Sales, Marketing Strategy, Health Insurance, Microsoft Office, Account Management, Healthcare, Windows 7, Employee Benefits, Marketing, Customer Service, Sales Presentations, Photoshop, Cognos, Cold Calling, Mac OS X, Fishbowl Inventory, Management, Microsoft Excel, PowerPoint
Education
University of Arkansas 2005 — 2009
Bachelors, Small Business Management/Marketing
Little Rock Christian Academy 2002 — 2005
Stephens Inc. December 2014 - Present
Delta Dental of Arkansas August 2014 - December 2014
eMed Healthcare May 2013 - August 2014
QualChoice October 2011 - May 2013
eDocAmerica July 2009 - July 2011
Skills
Sales Operations, Sales, Marketing Strategy, Health Insurance, Microsoft Office, Account Management, Healthcare, Windows 7, Employee Benefits, Marketing, Customer Service, Sales Presentations, Photoshop, Cognos, Cold Calling, Mac OS X, Fishbowl Inventory, Management, Microsoft Excel, PowerPoint
Education
University of Arkansas 2005 — 2009
Bachelors, Small Business Management/Marketing
Little Rock Christian Academy 2002 — 2005
Aaron Fisher's Stephens Inc. Experience June 2010 - June 2012
Job MBA Candidate at The Wharton School
Industry Biotechnology
Experience
H.I.G. Capital July 2012 - July 2014
Stephens Inc. June 2010 - June 2012
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, LBO, Investments, Strategy, Growth Capital, Middle Market, Energy, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Capital IQ, Bloomberg, Corporate Development, Due Diligence
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate
University of Virginia 2006 — 2010
Bachelor of Science (BS) in Commerce, Finance, Management
H.I.G. Capital July 2012 - July 2014
Stephens Inc. June 2010 - June 2012
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, LBO, Investments, Strategy, Growth Capital, Middle Market, Energy, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Capital IQ, Bloomberg, Corporate Development, Due Diligence
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate
University of Virginia 2006 — 2010
Bachelor of Science (BS) in Commerce, Finance, Management
Bryan Ross Bryan Ross's Stephens Inc. Experience June 2014 - December 2014
Job Equity Research Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2015 - Present
Stephens Inc. June 2014 - December 2014
Deloitte September 2012 - June 2014
Elix Enterprises LLC April 2010 - August 2012
HensHelpingHens LLC February 2009 - June 2011
Ameriprise Financial Services, Inc. November 2009 - February 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Fixed Income, Minitab, MS Project, Management, DCF Valuation, FactSet, Enterprise Valuation, Morningstar, Financial Market..., Equity Derivatives, Data Analysis, Portfolio Management, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance (MSF)
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance, Minor in Economics, Cum Laude
Pope John XXIII High School 2005 — 2008
Goldman Sachs June 2015 - Present
Stephens Inc. June 2014 - December 2014
Deloitte September 2012 - June 2014
Elix Enterprises LLC April 2010 - August 2012
HensHelpingHens LLC February 2009 - June 2011
Ameriprise Financial Services, Inc. November 2009 - February 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Fixed Income, Minitab, MS Project, Management, DCF Valuation, FactSet, Enterprise Valuation, Morningstar, Financial Market..., Equity Derivatives, Data Analysis, Portfolio Management, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance (MSF)
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance, Minor in Economics, Cum Laude
Pope John XXIII High School 2005 — 2008
Andrew Sykora Andrew Sykora's Stephens Inc. Experience May 2008 - July 2009
Job Powertrain Program Management Engineer at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company December 2014 - Present
Summit Polymers June 2012 - December 2014
Sears Holdings Corporation May 2011 - May 2012
Kaplan November 2010 - October 2011
Stephens Inc. May 2008 - July 2009
Bear, Stearns & Co. Inc. May 2008 - July 2008
Whirlpool Corporation September 2003 - August 2006
Ford Motor Company July 2000 - September 2003
Skills
Mechanical Engineering, Marketing, Financial Analysis, Financial Modeling, Investment Banking, Acquisitions, Product Development, Brand Management, Testing, Quality Control, Six Sigma, Listener, Problem Solving, Pro Engineer, ANSYS, WERS, Design of Experiments, Valuation, Sales, PowerPoint, Microsoft Excel, Presentations, Data Analysis, Leadership, Critical Thinking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Science (BSME), Mechanical Engineering
SJHS
Ford Motor Company December 2014 - Present
Summit Polymers June 2012 - December 2014
Sears Holdings Corporation May 2011 - May 2012
Kaplan November 2010 - October 2011
Stephens Inc. May 2008 - July 2009
Bear, Stearns & Co. Inc. May 2008 - July 2008
Whirlpool Corporation September 2003 - August 2006
Ford Motor Company July 2000 - September 2003
Skills
Mechanical Engineering, Marketing, Financial Analysis, Financial Modeling, Investment Banking, Acquisitions, Product Development, Brand Management, Testing, Quality Control, Six Sigma, Listener, Problem Solving, Pro Engineer, ANSYS, WERS, Design of Experiments, Valuation, Sales, PowerPoint, Microsoft Excel, Presentations, Data Analysis, Leadership, Critical Thinking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Science (BSME), Mechanical Engineering
SJHS
Tracie Wallace Brown's Stephens Inc. Experience February 2013 - Present
Job VP tfi sales at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. February 2013 - Present
Raymond James March 1999 - January 2013
Stephens Inc. September 1989 - January 1996
T.J. Raney & Sons 1983 - 1989
Skills
MBS, Series 7, Fixed Income, Investments, Securities, Portfolio Management, Series 63, Equities, Wealth Management, Asset Managment, Bloomberg, Mutual Funds, Asset Allocation, Alternative Investments, Bonds, Capital Markets
Education
University of Arkansas at Little Rock 1979 — 1983
BS finance, business fianace
Mount Saint Mary Academy
Stephens Inc. February 2013 - Present
Raymond James March 1999 - January 2013
Stephens Inc. September 1989 - January 1996
T.J. Raney & Sons 1983 - 1989
Skills
MBS, Series 7, Fixed Income, Investments, Securities, Portfolio Management, Series 63, Equities, Wealth Management, Asset Managment, Bloomberg, Mutual Funds, Asset Allocation, Alternative Investments, Bonds, Capital Markets
Education
University of Arkansas at Little Rock 1979 — 1983
BS finance, business fianace
Mount Saint Mary Academy
Luke Brzozowski Luke Brzozowski's Stephens Inc. Experience June 2012 - November 2013
Job Research Associate at Eminence Capital
Industry Investment Management
Experience
Eminence Capital October 2014 - Present
Jefferies LLC November 2013 - September 2014
Stephens Inc. June 2012 - November 2013
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
St. Ignatius High School 2004 — 2008
Eminence Capital October 2014 - Present
Jefferies LLC November 2013 - September 2014
Stephens Inc. June 2012 - November 2013
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
St. Ignatius High School 2004 — 2008
Vince Caine Vince Caine's Stephens Inc. Experience August 2011 - Present
Job VicePresident at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2011 - Present
Community Bank List May 2010 - August 2011
Morgan Stanley Smith Barney August 2002 - May 2010
Merrill Lynch June 1997 - July 2002
Education
University of Georgia - Terry College of Business 1995 — 1997
BA, Finance
Stephens Inc. August 2011 - Present
Community Bank List May 2010 - August 2011
Morgan Stanley Smith Barney August 2002 - May 2010
Merrill Lynch June 1997 - July 2002
Education
University of Georgia - Terry College of Business 1995 — 1997
BA, Finance
Matt Jones, JD, CFP Matt Jones, JD, CFP's Stephens Inc. Experience January 1996 - September 1997
Job President, Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group September 1997 - Present
Stephens Inc. January 1996 - September 1997
Skills
Life Insurance, Financial Services, Investments
Education
UALR Bowen School of Law 1991 — 1994
JD, Law
University of Arkansas at Fayetteville 1987 — 1991
bsba, Financial Management
Legacy Capital Group September 1997 - Present
Stephens Inc. January 1996 - September 1997
Skills
Life Insurance, Financial Services, Investments
Education
UALR Bowen School of Law 1991 — 1994
JD, Law
University of Arkansas at Fayetteville 1987 — 1991
bsba, Financial Management
Michael W. Mattox Michael W. Mattox's Stephens Inc. Experience 1994 - 1999
Job National Account Manager at Jenkins Enterprises, Inc.
Industry Wholesale
Experience
Jenkins Enterprises, Inc. August 2004 - Present
Raymond James Financial 1999 - 2004
Stephens Inc. 1994 - 1999
Skills
Business Development, Sales, Marketing, Risk Management, Series 7, Strategic Planning, New Business Development, Sales Management, Business Planning, Forecasting, Merchandising, Pricing, Account Management, Strategy, Direct Sales, Marketing Strategy, Business Strategy, Sales Presentations, Customer Service, Product Management, CRM, Leadership, Team Leadership, Product Development, E-commerce, Product Marketing, B2B, Management, Sales Operations, Negotiation, Team Building, Retail, Start-ups, Inventory Management, Advertising, Social Media Marketing, Financial Analysis, Entrepreneurship, Marketing Communications, Online Marketing, Business Intelligence, Direct Marketing, Budgets, Purchasing, Wholesale, Market Research, SaaS, Customer Satisfaction, Telecommunications
Education
University of Arkansas 1989 — 1992
Marketing & Finance
Jenkins Enterprises, Inc. August 2004 - Present
Raymond James Financial 1999 - 2004
Stephens Inc. 1994 - 1999
Skills
Business Development, Sales, Marketing, Risk Management, Series 7, Strategic Planning, New Business Development, Sales Management, Business Planning, Forecasting, Merchandising, Pricing, Account Management, Strategy, Direct Sales, Marketing Strategy, Business Strategy, Sales Presentations, Customer Service, Product Management, CRM, Leadership, Team Leadership, Product Development, E-commerce, Product Marketing, B2B, Management, Sales Operations, Negotiation, Team Building, Retail, Start-ups, Inventory Management, Advertising, Social Media Marketing, Financial Analysis, Entrepreneurship, Marketing Communications, Online Marketing, Business Intelligence, Direct Marketing, Budgets, Purchasing, Wholesale, Market Research, SaaS, Customer Satisfaction, Telecommunications
Education
University of Arkansas 1989 — 1992
Marketing & Finance
Aaron Myers, CIMA, CRPC Aaron Myers, CIMA, CRPC's Stephens Inc. Experience April 1999 - August 2000
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Keith Krueger Keith Krueger's Stephens Inc. Experience June 1996 - January 2006
Job
Industry Investment Banking
Experience
Concordius Capital Advisors, LLC November 2013 - Present
Concordius Capital Holdings, Inc. October 2013 - Present
Vista Mar Partners August 2011 - Present
Regional Investment Banking April 2010 - Present
Robert W. Baird & Co. November 2006 - January 2010
Stephens, Inc June 1996 - January 2006
Prudential Securities March 1993 - May 1996
Paine Webber September 1991 - March 1993
Krueger, Inc October 1988 - August 1992
Merrill Lynch September 1981 - April 1989
Skills
RIA, Investment Banking, Mergers & Acquisitions, Valuation, Succession Planning, Registered Investment..., Investment Advisory, Independent Financial..., Private Placements, Restructuring, Divestitures, Mergers, Equity Capital Markets, Capital Markets, Private Equity, Financial Structuring, Equities, Debt & Equity Financing, Debt Restructuring, Corporate Finance, Stock Trading, Fixed Income Portfolio..., Portfolio Management
Education
University of Miami
Bachelor of Arts
Concordius Capital Advisors, LLC November 2013 - Present
Concordius Capital Holdings, Inc. October 2013 - Present
Vista Mar Partners August 2011 - Present
Regional Investment Banking April 2010 - Present
Robert W. Baird & Co. November 2006 - January 2010
Stephens, Inc June 1996 - January 2006
Prudential Securities March 1993 - May 1996
Paine Webber September 1991 - March 1993
Krueger, Inc October 1988 - August 1992
Merrill Lynch September 1981 - April 1989
Skills
RIA, Investment Banking, Mergers & Acquisitions, Valuation, Succession Planning, Registered Investment..., Investment Advisory, Independent Financial..., Private Placements, Restructuring, Divestitures, Mergers, Equity Capital Markets, Capital Markets, Private Equity, Financial Structuring, Equities, Debt & Equity Financing, Debt Restructuring, Corporate Finance, Stock Trading, Fixed Income Portfolio..., Portfolio Management
Education
University of Miami
Bachelor of Arts
Peyton Greenwald's Stephens Inc. Experience July 2015 - Present
Job EDI Specialist at Stephens Inc.
Industry Insurance
Experience
Stephens Inc. July 2015 - Present
DD&F Consulting Group September 2010 - July 2015
Bridge2Rwanda July 2009 - July 2010
Skills
Financial Analysis, PowerPoint
Education
University of Central Arkansas 2014 — 2015
Master of Business Administration (MBA)
University of Arkansas 2005 — 2009
BSBA, Information Systems
Stephens Inc. July 2015 - Present
DD&F Consulting Group September 2010 - July 2015
Bridge2Rwanda July 2009 - July 2010
Skills
Financial Analysis, PowerPoint
Education
University of Central Arkansas 2014 — 2015
Master of Business Administration (MBA)
University of Arkansas 2005 — 2009
BSBA, Information Systems
Hillary Davis Hillary Davis's Stephens Inc. Experience April 2015 - Present
Job Associate Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. April 2015 - Present
University of Oklahoma August 2012 - December 2014
University of Oklahoma Licensing Department January 2014 - April 2014
University of Oklahoma Athletic Department August 2013 - December 2013
Rock City Running May 2013 - August 2013
Georgia Institute of Technology September 2008 - May 2012
Georgia Institute of Technology August 2008 - May 2012
Career Athletes August 2011 - December 2011
NCR Corporation May 2011 - August 2011
Georgia Institute of Technology August 2010 - May 2011
Skills
Microsoft Office, Six Sigma, Leadership, Business Development, Coordination, Fitness, Innovation, Marketing Research, Nutrition, Organization, Strategic Planning, Problem Solving, Writing, Youth Work, Youth Mentoring, Data Analysis, Sports
Education
University of Oklahoma 2012 — 2014
Masters in Business Administration, Entrepreneurial and Small Business Operations, A
GEORGIA INSTITUTE OF TECHNOLOGY, College of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing, A (3.9 GPA)
Stephens Inc. April 2015 - Present
University of Oklahoma August 2012 - December 2014
University of Oklahoma Licensing Department January 2014 - April 2014
University of Oklahoma Athletic Department August 2013 - December 2013
Rock City Running May 2013 - August 2013
Georgia Institute of Technology September 2008 - May 2012
Georgia Institute of Technology August 2008 - May 2012
Career Athletes August 2011 - December 2011
NCR Corporation May 2011 - August 2011
Georgia Institute of Technology August 2010 - May 2011
Skills
Microsoft Office, Six Sigma, Leadership, Business Development, Coordination, Fitness, Innovation, Marketing Research, Nutrition, Organization, Strategic Planning, Problem Solving, Writing, Youth Work, Youth Mentoring, Data Analysis, Sports
Education
University of Oklahoma 2012 — 2014
Masters in Business Administration, Entrepreneurial and Small Business Operations, A
GEORGIA INSTITUTE OF TECHNOLOGY, College of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing, A (3.9 GPA)
Jordan Bauer Jordan Bauer's Stephens Inc. Experience
Job Asst Supervisor / Cash Mgmt at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc.
Skills
Microsoft Excel, Financial Modeling
Education
University of Central Arkansas 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Stephens Inc.
Skills
Microsoft Excel, Financial Modeling
Education
University of Central Arkansas 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Edmond Lee Edmond Lee's Stephens Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - April 2014
Aphelion Capital October 2013 - February 2014
Scouler & Company June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Corporate Finance, Investment Banking, Financial Accounting, Finance, Bloomberg, Valuation, Restructuring, Venture Capital, Mergers & Acquisitions, Portfolio Management, Love Of Learning, Microsoft Office
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
Stephens Inc. June 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - April 2014
Aphelion Capital October 2013 - February 2014
Scouler & Company June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Corporate Finance, Investment Banking, Financial Accounting, Finance, Bloomberg, Valuation, Restructuring, Venture Capital, Mergers & Acquisitions, Portfolio Management, Love Of Learning, Microsoft Office
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
Leslie Lane's Stephens Inc. Experience June 1994 - March 1996
Job President / Chief Operating Officer / EVP at Arkansas Capital Corporation Group
Industry Financial Services
Experience
Arkansas Capital Corporation Group July 2014 - Present
Arkansas Capital Corporation Group June 2005 - Present
Arkansas Science & Technology Authority September 1997 - June 2006
Arkansas Science & Technology Authority March 1996 - September 1997
Stephens Inc. June 1994 - March 1996
Skills
Financial Analysis, Private Equity, Corporate Finance, Tax Credits, Financial Markets, Economic Development, Technology Transfer, Technology..., Entrepreneurship, Business Planning, Financial Modeling, Venture Capital, Finance, Investments
Education
University of Arkansas at Little Rock 1996 — 1998
Masters of Business Administration, Finance
University of Arkansas at Little Rock 1990 — 1994
Bachelor of Business Administration, Marketing
University of Arkansas at Little Rock 1989 — 1994
Bachelor of Business Administration (B.B.A.), Economics
University of Arkansas at Little Rock 1990 — 1993
Bachelor of Business Administration, Finance
Conway High School 1988 — 1989
Joe T Robinson High School 1987 — 1988
Arkansas Capital Corporation Group July 2014 - Present
Arkansas Capital Corporation Group June 2005 - Present
Arkansas Science & Technology Authority September 1997 - June 2006
Arkansas Science & Technology Authority March 1996 - September 1997
Stephens Inc. June 1994 - March 1996
Skills
Financial Analysis, Private Equity, Corporate Finance, Tax Credits, Financial Markets, Economic Development, Technology Transfer, Technology..., Entrepreneurship, Business Planning, Financial Modeling, Venture Capital, Finance, Investments
Education
University of Arkansas at Little Rock 1996 — 1998
Masters of Business Administration, Finance
University of Arkansas at Little Rock 1990 — 1994
Bachelor of Business Administration, Marketing
University of Arkansas at Little Rock 1989 — 1994
Bachelor of Business Administration (B.B.A.), Economics
University of Arkansas at Little Rock 1990 — 1993
Bachelor of Business Administration, Finance
Conway High School 1988 — 1989
Joe T Robinson High School 1987 — 1988
Charles Pluckhahn's Stephens Inc. Experience June 1998 - August 2002
Job Owner, Charles Pluckhahn Inc.
Industry Leisure, Travel & Tourism
Experience
Charles Pluckhahn Inc. August 2002 - Present
Paragon Networks January 2002 - August 2002
Stephens Inc June 1998 - August 2002
RBC Dain Rauscher June 1996 - April 1998
State Street Research June 1990 - May 1996
The Salt Mines August 1979 - May 1990
Skills
Business Strategy, Strategic Planning, Entrepreneurship, Start-ups, Business Development, Project Management, Business Planning, Negotiation, Social Media, Public Speaking
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1975 — 1979
B.A., Journalism, History
Charles Pluckhahn Inc. August 2002 - Present
Paragon Networks January 2002 - August 2002
Stephens Inc June 1998 - August 2002
RBC Dain Rauscher June 1996 - April 1998
State Street Research June 1990 - May 1996
The Salt Mines August 1979 - May 1990
Skills
Business Strategy, Strategic Planning, Entrepreneurship, Start-ups, Business Development, Project Management, Business Planning, Negotiation, Social Media, Public Speaking
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1975 — 1979
B.A., Journalism, History
Steve Melnyk's Stephens Inc. Experience 2009 - Present
Job Sr. VP, SI Holdings, Inc.
Industry Financial Services
Jonathan Shively's Stephens Inc. Experience July 1996 - June 2015
Job Principal at Collins Street Partners, LLC
Industry Construction
Experience
Collins Street Partners, LLC July 2015 - Present
Central Construction Group June 2015 - Present
Stephens Inc. July 1996 - June 2015
Skills
Financial Modeling, Investments, New Business Development, Valuation, Team Building, Management, Financial Analysis, Portfolio Management, Sales, Customer Service, Equities, Marketing, Contract Negotiation, Asset Management
Education
University of Colorado Boulder
International Business and Marketing, Business
Collins Street Partners, LLC July 2015 - Present
Central Construction Group June 2015 - Present
Stephens Inc. July 1996 - June 2015
Skills
Financial Modeling, Investments, New Business Development, Valuation, Team Building, Management, Financial Analysis, Portfolio Management, Sales, Customer Service, Equities, Marketing, Contract Negotiation, Asset Management
Education
University of Colorado Boulder
International Business and Marketing, Business
David Linch's Stephens Inc. Experience January 2007 - December 2010
Job Managing Director at Linch Capital, LLC
Industry Investment Banking
Experience
Linch Capital, LLC January 2011 - Present
Stephens Inc. January 2007 - December 2010
ELM Capital 2004 - 2005
RBC Capital Markets 2000 - 2002
Kurt Salmon Associates (KSA) 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Linch Capital, LLC January 2011 - Present
Stephens Inc. January 2007 - December 2010
ELM Capital 2004 - 2005
RBC Capital Markets 2000 - 2002
Kurt Salmon Associates (KSA) 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1983 — 1985
David Parkinson's Stephens Inc. Experience November 2010 - Present
Job Institutional Fixed Income Sales at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. November 2010 - Present
Florida Default Law Group May 2009 - November 2010
Goldman Sachs July 2004 - April 2009
Education
University of Central Florida - College of Business Administration
Bachelor of Science (BS), Finance
Stephens Inc. November 2010 - Present
Florida Default Law Group May 2009 - November 2010
Goldman Sachs July 2004 - April 2009
Education
University of Central Florida - College of Business Administration
Bachelor of Science (BS), Finance
Marshall McKissack's Stephens Inc. Experience July 1996 - Present
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 1996 - Present
Education
University of Arkansas 1992 — 1996
Stephens Inc. July 1996 - Present
Education
University of Arkansas 1992 — 1996
Hank Pfeifer's Stephens Inc. Experience September 2011 - Present
Job Fixed Income Sales
Industry Financial Services
Experience
Stephens Inc. September 2011 - Present
Dipsea Capital 1998 - 2010
PaineWebber (UBS) July 1995 - May 1998
Lomas Mortgage USA, Manager for CalPERS August 1990 - May 1995
Education
University of Colorado at Boulder
Stephens Inc. September 2011 - Present
Dipsea Capital 1998 - 2010
PaineWebber (UBS) July 1995 - May 1998
Lomas Mortgage USA, Manager for CalPERS August 1990 - May 1995
Education
University of Colorado at Boulder
Bob Dudzinski's Stephens Inc. Experience July 2008 - July 2010
Job Director, Strategy & Corporate Development at Crestwood Midstream Partners LP
Industry Oil & Energy
Experience
Crestwood Midstream Partners LP July 2014 - Present
Tenaska Capital Management May 2011 - July 2014
Robert W. Baird & Co. September 2010 - December 2010
Stephens Inc. July 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Energy, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Project Finance, Valuation, Investment Banking, Risk Management, LBO, Venture Capital, Business Valuation
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Crestwood Midstream Partners LP July 2014 - Present
Tenaska Capital Management May 2011 - July 2014
Robert W. Baird & Co. September 2010 - December 2010
Stephens Inc. July 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Energy, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Project Finance, Valuation, Investment Banking, Risk Management, LBO, Venture Capital, Business Valuation
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Lisa Flippin Knudsen's Stephens Inc. Experience June 1998 - June 2000
Job Americas Region Treasury Manager at UPS
Industry Package/Freight Delivery
Experience
UPS August 2013 - Present
UPS November 2006 - July 2013
UPS May 2003 - October 2006
Global Payments 2002 - 2003
SunTrust Robinson Humphrey June 2000 - June 2002
Stephens Inc. June 1998 - June 2000
Skills
Finance, Financial Modeling, Mergers
Education
University of Arkansas
BSBA, Finance
UPS August 2013 - Present
UPS November 2006 - July 2013
UPS May 2003 - October 2006
Global Payments 2002 - 2003
SunTrust Robinson Humphrey June 2000 - June 2002
Stephens Inc. June 1998 - June 2000
Skills
Finance, Financial Modeling, Mergers
Education
University of Arkansas
BSBA, Finance
Shannon Montgomery's Stephens Inc. Experience April 2012 - Present
Job
Industry Architecture & Planning
Experience
Stephens Inc. April 2012 - Present
J+J / Invision January 2011 - April 2012
Herman Miller Workplace Resource October 2004 - December 2010
Skills
FF&E, Interior Design, Sustainable Design, Furniture, Space-planning, Space planning, Photoshop, New Business Development, Interior Architecture, Rendering, Furnishings, Design Research, LEED, Revit, Submittals, Sketching, Space Planning
Education
University of Arkansas at Fayetteville 1991 — 1995
Bachelor of Science, Interior Design
Stephens Inc. April 2012 - Present
J+J / Invision January 2011 - April 2012
Herman Miller Workplace Resource October 2004 - December 2010
Skills
FF&E, Interior Design, Sustainable Design, Furniture, Space-planning, Space planning, Photoshop, New Business Development, Interior Architecture, Rendering, Furnishings, Design Research, LEED, Revit, Submittals, Sketching, Space Planning
Education
University of Arkansas at Fayetteville 1991 — 1995
Bachelor of Science, Interior Design
Marie Hollowell's Stephens Inc. Experience January 2012 - Present
Job Compliance Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2012 - Present
SunTrust Investment Services May 2005 - December 2011
World Group Securities 2000 - 2005
Education
Wharton School, University of Pennsylvania 2012 — 2013
FINRA (CRCP), Certified Regulatory and Compliance Professional
Spartanburg Methodist 1985 — 1987
Stephens Inc. January 2012 - Present
SunTrust Investment Services May 2005 - December 2011
World Group Securities 2000 - 2005
Education
Wharton School, University of Pennsylvania 2012 — 2013
FINRA (CRCP), Certified Regulatory and Compliance Professional
Spartanburg Methodist 1985 — 1987
Brian Doolittle's Stephens Inc. Experience February 1988 - May 1997
Job Sr. VP Mortgage Trader at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Abigail Buchanan's Stephens Inc. Experience April 2004 - Present
Job SVP Corporate Bond Trading/Analysis at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2004 - Present
William R. Hough April 1999 - March 2004
Salomon Brothers Inc 1992 - 1998
Education
University of South Florida 1992 — 1996
MBA
University of Tampa 1982 — 1985
BA
Stephens Inc. April 2004 - Present
William R. Hough April 1999 - March 2004
Salomon Brothers Inc 1992 - 1998
Education
University of South Florida 1992 — 1996
MBA
University of Tampa 1982 — 1985
BA
David Garner's Stephens Inc. Experience 1996 - 1997
Job EVP, Controller & Chief Accounting Officer
Industry Banking
Experience
Simmons First National Corporation November 1997 - Present
Stephens Inc. 1996 - 1997
Skills
Banking, GAAP, Financial Analysis, Financial Reporting, Accounting, Auditing, Corporate Finance, Financial Accounting, Finance, Credit, Risk Management, General Ledger, Mergers
Education
University of Arkansas at Little Rock 1990 — 1994
BS, Accounting
Simmons First National Corporation November 1997 - Present
Stephens Inc. 1996 - 1997
Skills
Banking, GAAP, Financial Analysis, Financial Reporting, Accounting, Auditing, Corporate Finance, Financial Accounting, Finance, Credit, Risk Management, General Ledger, Mergers
Education
University of Arkansas at Little Rock 1990 — 1994
BS, Accounting
Jason Zornes's Stephens Inc. Experience May 2002 - Present
Job Manager of Executive Protection and Special Services at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. May 2002 - Present
Skills
Strategic Planning, Vendor Management, Troubleshooting, PowerPoint, Team Leadership, Series 7, Financial Analysis, Analysis, Microsoft Office, Risk Assessment, Customer Service, Microsoft Excel, Risk Management, Outlook, Management, Information Security..., Operations Management, Training, Leadership, Securities, Crisis Management
Education
University of Central Arkansas 1993 — 2000
Bachelor’s Degree, Journalism
Stephens Inc. May 2002 - Present
Skills
Strategic Planning, Vendor Management, Troubleshooting, PowerPoint, Team Leadership, Series 7, Financial Analysis, Analysis, Microsoft Office, Risk Assessment, Customer Service, Microsoft Excel, Risk Management, Outlook, Management, Information Security..., Operations Management, Training, Leadership, Securities, Crisis Management
Education
University of Central Arkansas 1993 — 2000
Bachelor’s Degree, Journalism
Gerald Lewis, CFA's Stephens Inc. Experience August 1995 - December 2000
Job Progressive Debt Buyer
Industry Financial Services
Experience
Plaza Services, LLC March 2013 - Present
Debt Buyer Entrepreneur August 2009 - Present
AIS Services January 2008 - August 2009
OSI Portfolio Services 2004 - 2006
Stephens Inc. August 1995 - December 2000
Education
University of Georgia - Terry College of Business 1993 — 1995
BBA, Finance
Plaza Services, LLC March 2013 - Present
Debt Buyer Entrepreneur August 2009 - Present
AIS Services January 2008 - August 2009
OSI Portfolio Services 2004 - 2006
Stephens Inc. August 1995 - December 2000
Education
University of Georgia - Terry College of Business 1993 — 1995
BBA, Finance
Susan Alderton's Stephens Inc. Experience 2002 - 2006
Job Corporate Financial Professional
Industry Capital Markets
Experience
Stephens Inc. 2002 - 2006
NL Industries, Inc. 1986 - 2002
Avco Corp. 1981 - 1986
Bankers Trust Company 1978 - 1981
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Exeter
B.A., Economics & Statistics
Stephens Inc. 2002 - 2006
NL Industries, Inc. 1986 - 2002
Avco Corp. 1981 - 1986
Bankers Trust Company 1978 - 1981
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Exeter
B.A., Economics & Statistics
Matt Olney's Stephens Inc. Experience June 2004 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
Stephens Inc. June 2004 - Present
Wells Fargo Bank 2002 - 2004
Enron 2001 - 2002
Education
University of Oklahoma 1996 — 2001
Finance
Stephens Inc. June 2004 - Present
Wells Fargo Bank 2002 - 2004
Enron 2001 - 2002
Education
University of Oklahoma 1996 — 2001
Finance
Andrew Messick, CFA, CPA's Stephens Inc. Experience 2001 - 2002
Job Chief Financial Officer at Copernicus Group
Industry Pharmaceuticals
Experience
WIRB-Copernicus Group August 2013 - Present
Copernicus Group IRB July 2011 - Present
Copernicus Group IRB January 2010 - July 2011
Copernicus Group IRB December 2008 - December 2009
Wachovia 2005 - 2008
Durking Group LLC 2002 - 2005
Stephens Inc. 2001 - 2002
Ernst & Young 1998 - 2001
Skills
Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Forecasting, Corporate Finance, Finance, Process Improvement, Strategic Financial..., Budgets, Business Strategy, Internal Controls, Risk Management, Auditing, Management, Strategic Planning, Leadership, Accounting, Strategy, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
Masters, Accountancy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Bachelor of Science in Business Administration
WIRB-Copernicus Group August 2013 - Present
Copernicus Group IRB July 2011 - Present
Copernicus Group IRB January 2010 - July 2011
Copernicus Group IRB December 2008 - December 2009
Wachovia 2005 - 2008
Durking Group LLC 2002 - 2005
Stephens Inc. 2001 - 2002
Ernst & Young 1998 - 2001
Skills
Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Forecasting, Corporate Finance, Finance, Process Improvement, Strategic Financial..., Budgets, Business Strategy, Internal Controls, Risk Management, Auditing, Management, Strategic Planning, Leadership, Accounting, Strategy, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
Masters, Accountancy
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1997
Bachelor of Science in Business Administration
Mark Hardison's Stephens Inc. Experience 1998 - 2001
Job Senior Vice President, Senior Credit Products Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - Present
Bank of America Merrill Lynch August 2005 - June 2010
Banc of America Securities LLC 2005 - June 2010
Stephens Inc. 1998 - 2001
Skills
Corporate Finance, Credit, Finance, Financial Modeling, Forecasting, Leveraged Finance, Loans, Project Finance
Education
Vanderbilt University 2003 — 2005
MBA, Finance & Accounting
Montgomery Bell Academy 1994 — 1998
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics; Chemistry Minor
Bank of America Merrill Lynch June 2010 - Present
Bank of America Merrill Lynch August 2005 - June 2010
Banc of America Securities LLC 2005 - June 2010
Stephens Inc. 1998 - 2001
Skills
Corporate Finance, Credit, Finance, Financial Modeling, Forecasting, Leveraged Finance, Loans, Project Finance
Education
Vanderbilt University 2003 — 2005
MBA, Finance & Accounting
Montgomery Bell Academy 1994 — 1998
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics; Chemistry Minor
Will Slabaugh's Stephens Inc. Experience 2011 - Present
Job Research Analyst Restaurants at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2011 - Present
Stephens Inc. 2009 - 2011
Stephens Inc. 2007 - 2009
Education
University of Arkansas 2003 — 2007
BSIB, International Business - Finance
Stephens Inc. 2011 - Present
Stephens Inc. 2009 - 2011
Stephens Inc. 2007 - 2009
Education
University of Arkansas 2003 — 2007
BSIB, International Business - Finance
Teresa Ferguson's Stephens Inc. Experience September 2001 - April 2005
Job SQL DBA at Catapult Systems
Industry Electrical/Electronic Manufacturing
Experience
Catapult Systems October 2012 - Present
JobCorps October 2011 - Present
Harte-Hanks Direct Marketing June 2010 - September 2011
Southwest Power Pool April 2005 - May 2010
Stephens Inc. September 2001 - April 2005
Skills
T-SQL, SQL, Powershell, Microsoft SQL Server, Database Administration, VBScript, PL/SQL, Oracle HR, Data Warehousing, Windows Server, Troubleshooting, Windows, SSIS, Databases, Visual Basic, Visio, SSRS, Replication, Servers, Security
Education
Applied Life Christian College 1992 — 1994
Assoc., Communication
University of Arkansas at Little Rock 1988 — 1992
BS, Computer Science
Catapult Systems October 2012 - Present
JobCorps October 2011 - Present
Harte-Hanks Direct Marketing June 2010 - September 2011
Southwest Power Pool April 2005 - May 2010
Stephens Inc. September 2001 - April 2005
Skills
T-SQL, SQL, Powershell, Microsoft SQL Server, Database Administration, VBScript, PL/SQL, Oracle HR, Data Warehousing, Windows Server, Troubleshooting, Windows, SSIS, Databases, Visual Basic, Visio, SSRS, Replication, Servers, Security
Education
Applied Life Christian College 1992 — 1994
Assoc., Communication
University of Arkansas at Little Rock 1988 — 1992
BS, Computer Science
oskar johansson's Stephens Inc. Experience August 2006 - November 2008
Job Certified Residential Appraiser at OJ Appraisal llc
Industry Financial Services
Experience
OJ Appraisal llc November 2009 - Present
Stephens Inc. August 2006 - November 2008
Education
University of Arkansas 1998 — 2002
Bachelor of Science in Business administration
OJ Appraisal llc November 2009 - Present
Stephens Inc. August 2006 - November 2008
Education
University of Arkansas 1998 — 2002
Bachelor of Science in Business administration
Louis Wilson's Stephens Inc. Experience Senior VPWachovia Securities, LLCApril 2000 - December 2004
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. Senior VPWachovia Securities, LLCApril 2000 - December 2004
Education
University of Arkansas 1979 — 1983
BS, Finance and Real Estate
Stephens Inc. Senior VPWachovia Securities, LLCApril 2000 - December 2004
Education
University of Arkansas 1979 — 1983
BS, Finance and Real Estate
Melinda Martin's Stephens Inc. Experience September 2000 - December 2003
Job PeopleSoft Business Analyst at Staffmark
Industry Staffing and Recruiting
Experience
Staffmark January 2004 - Present
Stephens Inc. September 2000 - December 2003
Agape Church Inc. March 1996 - September 2000
Skills
PeopleSoft, Microsoft Office, SQL, Documentation, Customer Service, Strategic Planning, Database Management, Databases, Analysis, Software Documentation, Business Process, Microsoft SQL Server, Management
Education
University of Arkansas at Little Rock 2001 — 2005
Bachelor of Science, Management Information Systems
Staffmark January 2004 - Present
Stephens Inc. September 2000 - December 2003
Agape Church Inc. March 1996 - September 2000
Skills
PeopleSoft, Microsoft Office, SQL, Documentation, Customer Service, Strategic Planning, Database Management, Databases, Analysis, Software Documentation, Business Process, Microsoft SQL Server, Management
Education
University of Arkansas at Little Rock 2001 — 2005
Bachelor of Science, Management Information Systems
Eileen Bird's Stephens Inc. Experience 1997 - 2000
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2010 - Present
Evergreen Investments February 2008 - January 2010
Evergreen Investments 2004 - 2009
Bank of America - Nations Funds 1992 - 2002
Stephens Inc. 1997 - 2000
Nations Bank January 1993 - January 1997
Education
University of North Carolina at Charlotte
BA, Human Services
Wilmer E. Shue
Fidelity Investments July 2010 - Present
Evergreen Investments February 2008 - January 2010
Evergreen Investments 2004 - 2009
Bank of America - Nations Funds 1992 - 2002
Stephens Inc. 1997 - 2000
Nations Bank January 1993 - January 1997
Education
University of North Carolina at Charlotte
BA, Human Services
Wilmer E. Shue
Patrick Cameron's Stephens Inc. Experience December 2005 - December 2013
Job President & Senior Financial Advisor at Cameron, Hynes & Associates
Industry Investment Management
Experience
Cameron, Hynes & Associates December 2013 - Present
Stephens Inc. December 2005 - December 2013
Morgan Stanley Dean Witter 2001 - December 2005
A.G. Edwards & Sons, Inc. September 1994 - March 2000
Skills
Asset Management, Finance, Investments, Retirement Planning, Series 7, Start-ups, Strategic Financial..., Financial Analysis, Securities, Portfolio Management, Asset Allocation, Equities, Series 63, Mutual Funds, Financial Advisory, Financial Planning
Education
University of Arkansas 1987 — 1992
ag econ, ag business
LRCH
Cameron, Hynes & Associates December 2013 - Present
Stephens Inc. December 2005 - December 2013
Morgan Stanley Dean Witter 2001 - December 2005
A.G. Edwards & Sons, Inc. September 1994 - March 2000
Skills
Asset Management, Finance, Investments, Retirement Planning, Series 7, Start-ups, Strategic Financial..., Financial Analysis, Securities, Portfolio Management, Asset Allocation, Equities, Series 63, Mutual Funds, Financial Advisory, Financial Planning
Education
University of Arkansas 1987 — 1992
ag econ, ag business
LRCH
Christopher Drago's Stephens Inc. Experience May 1996 - March 1998
Job Vice President at Citi
Industry Financial Services
Experience
Citi March 1998 - Present
Stephens Inc. May 1996 - March 1998
Morgan Stanley March 1991 - January 1996
Skills
Banking, Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Credit, Derivatives, Loans, Investments, Risk Management, Financial Modeling
Education
The University of Connecticut
Citi March 1998 - Present
Stephens Inc. May 1996 - March 1998
Morgan Stanley March 1991 - January 1996
Skills
Banking, Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Credit, Derivatives, Loans, Investments, Risk Management, Financial Modeling
Education
The University of Connecticut
Kellie Pennington's Stephens Inc. Experience December 1988 - Present
Job Sr. Electronic Compliance Specialist
Industry Banking
Experience
Stephens Inc. December 1988 - Present
Education
University of Central Arkansas 1983 — 1988
BBA
Stephens Inc. December 1988 - Present
Education
University of Central Arkansas 1983 — 1988
BBA
Edgar Morris's Stephens Inc. Experience 2012 - Present
Job Vice President at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. 2012 - Present
Morgan Stanley Smith Barney 2003 - 2012
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA)
Stephens Inc. 2012 - Present
Morgan Stanley Smith Barney 2003 - 2012
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA)
Glenda Fortenbury Grimmett's Stephens Inc. Experience January 2001 - March 2003
Job Client Manager at CoreSource, A Trustmark Company
Industry Insurance
Experience
CoreSource, A Trustmark Company July 2015 - Present
Legacy Capital Group November 2004 - July 2015
Legacy Capital Group March 2003 - November 2004
Stephens Inc. January 2001 - March 2003
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Customer Service, Health Savings Accounts, Term Life Insurance, Team Building, Public Speaking, Disability Insurance, Underwriting, Long-term Care, Salesforce.com, Sales Management, Negotiation, New Business Development, Brokers, Investments, Contract Negotiation, Employee Health Fairs, Benefits Commuications..., Strategic Planning
Education
University of Central Arkansas 1996 — 2000
Bachelor's degree, Speech & Communications
CoreSource, A Trustmark Company July 2015 - Present
Legacy Capital Group November 2004 - July 2015
Legacy Capital Group March 2003 - November 2004
Stephens Inc. January 2001 - March 2003
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Customer Service, Health Savings Accounts, Term Life Insurance, Team Building, Public Speaking, Disability Insurance, Underwriting, Long-term Care, Salesforce.com, Sales Management, Negotiation, New Business Development, Brokers, Investments, Contract Negotiation, Employee Health Fairs, Benefits Commuications..., Strategic Planning
Education
University of Central Arkansas 1996 — 2000
Bachelor's degree, Speech & Communications
Scott Coffey's Stephens Inc. Experience June 1990 - August 1990
Job President, Exchange Capital Corporation
Industry Financial Services
Experience
Exchange Capital Corporation May 1992 - Present
J.C. Bradford & Co. 1991 - 1992
Stephens Inc. June 1990 - August 1990
Skills
Commercial Lending, Loans, Strategic Planning, Factoring, Accounts Receivable..., Credit, Credit Analysis, Small Business Lending, Accounts Receivable, Sales Management, Financial Analysis, New Business Development, Cash Flow, Finance, Banking, Portfolio Management, Small Business, Underwriting, Risk Management, Management, Investments, Executive Management, Commercial Banking, Insurance, Strategic Financial..., Mergers & Acquisitions, Asset Based Lending, Corporate Finance, Funding, Due Diligence, Financial Services, Credit Risk, Cash Management
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Central Arkansas 1988 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Arkansas at Fayetteville 1986 — 1988
Business
Conway High School 1983 — 1986
Exchange Capital Corporation May 1992 - Present
J.C. Bradford & Co. 1991 - 1992
Stephens Inc. June 1990 - August 1990
Skills
Commercial Lending, Loans, Strategic Planning, Factoring, Accounts Receivable..., Credit, Credit Analysis, Small Business Lending, Accounts Receivable, Sales Management, Financial Analysis, New Business Development, Cash Flow, Finance, Banking, Portfolio Management, Small Business, Underwriting, Risk Management, Management, Investments, Executive Management, Commercial Banking, Insurance, Strategic Financial..., Mergers & Acquisitions, Asset Based Lending, Corporate Finance, Funding, Due Diligence, Financial Services, Credit Risk, Cash Management
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Central Arkansas 1988 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Arkansas at Fayetteville 1986 — 1988
Business
Conway High School 1983 — 1986
Brendan Geoghegan's Stephens Inc. Experience 2011 - July 2014
Job Associate at Austin Ventures
Industry Venture Capital & Private Equity
Experience
Austin Ventures July 2014 - Present
Stephens Inc. 2011 - July 2014
Harris Corporation 2009 - 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Finance, Leadership, Mergers, Microsoft Excel, Private Equity, Analysis, PowerPoint, Investments, Investment Banking
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Finance
Satellite High School 2001 — 2005
Austin Ventures July 2014 - Present
Stephens Inc. 2011 - July 2014
Harris Corporation 2009 - 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Finance, Leadership, Mergers, Microsoft Excel, Private Equity, Analysis, PowerPoint, Investments, Investment Banking
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Finance
Satellite High School 2001 — 2005
Leesa Oakes's Stephens Inc. Experience 1990 - 1994
Job Compliance Specialist, Enforcement at Southwest Power Pool Regional Entity
Industry Information Technology and Services
Experience
Southwest Power Pool Regional Entity February 2014 - Present
Southwest Power Pool Regional Entity February 2010 - February 2014
Alltel 2007 - 2009
Alltel 1999 - 2007
Arkla Service Plus Alarm Company 1994 - 1999
Stephens Inc. 1990 - 1994
Skills
Telecommunications, Project Management, Process Improvement, Vendor Management, Business Analysis, Security, IT Management, Databases, Change Management, Visio, Budgets, Integration, Requirements Analysis, Program Management, Software Documentation, Disaster Recovery, Analysis
Education
University of Arkansas at Little Rock 1987 — 1992
BA, Economics
Southwest Power Pool Regional Entity February 2014 - Present
Southwest Power Pool Regional Entity February 2010 - February 2014
Alltel 2007 - 2009
Alltel 1999 - 2007
Arkla Service Plus Alarm Company 1994 - 1999
Stephens Inc. 1990 - 1994
Skills
Telecommunications, Project Management, Process Improvement, Vendor Management, Business Analysis, Security, IT Management, Databases, Change Management, Visio, Budgets, Integration, Requirements Analysis, Program Management, Software Documentation, Disaster Recovery, Analysis
Education
University of Arkansas at Little Rock 1987 — 1992
BA, Economics
Justin Cordon's Stephens Inc. Experience June 2002 - May 2004
Job Dental Efficiency Partners, LLC
Industry Financial Services
Experience
Dental Efficiency Partners, LLC 2011 - Present
The Riverside Company June 2008 - May 2011
RFE Investment Partners June 2005 - May 2008
Pacific Crest Securities June 2004 - June 2005
Stephens Inc. June 2002 - May 2004
Skills
Valuation, Due Diligence, Private Equity, LBO, Financial Modeling
Education
University of Notre Dame 1998 — 2002
Dental Efficiency Partners, LLC 2011 - Present
The Riverside Company June 2008 - May 2011
RFE Investment Partners June 2005 - May 2008
Pacific Crest Securities June 2004 - June 2005
Stephens Inc. June 2002 - May 2004
Skills
Valuation, Due Diligence, Private Equity, LBO, Financial Modeling
Education
University of Notre Dame 1998 — 2002
Chad Delp's Stephens Inc. Experience 1993 - 2010
Job Chief Executive Officer at Summit Golf Brands
Industry Financial Services
Experience
Summit Golf Brands April 2014 - Present
Stephens Capital Partners August 2012 - Present
Purchasing Power April 2010 - April 2012
Stephens Inc. 1993 - 2010
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
Washington and Lee University 1989 — 1993
BA, Economics
Summit Golf Brands April 2014 - Present
Stephens Capital Partners August 2012 - Present
Purchasing Power April 2010 - April 2012
Stephens Inc. 1993 - 2010
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
Washington and Lee University 1989 — 1993
BA, Economics
Mimi M. Hurst, CFA's Stephens Inc. Experience
Job Senior Vice President at Stephens Inc
Industry Investment Banking
Experience
Stephens Inc.
Skills
Strategic Planning, Financial Analysis, Investments, Public Speaking, Portfolio Management, Nonprofits, Marketing, Marketing Strategy, Leadership, Social Media Marketing
Education
University of Arkansas at Fayetteville
Stephens Inc.
Skills
Strategic Planning, Financial Analysis, Investments, Public Speaking, Portfolio Management, Nonprofits, Marketing, Marketing Strategy, Leadership, Social Media Marketing
Education
University of Arkansas at Fayetteville
Kurt Hoofnagle's Stephens Inc. Experience 2013 - Present
Job Managing Director, Stephens, Communications and Enterprise Systems Banking
Industry Investment Banking
Experience
Stephens Inc. 2013 - Present
ThinkEquity LLC 2010 - 2012
RBC Capital Markets 2004 - 2010
Education
University of Pennsylvania - The Wharton School
Stephens Inc. 2013 - Present
ThinkEquity LLC 2010 - 2012
RBC Capital Markets 2004 - 2010
Education
University of Pennsylvania - The Wharton School
Brad Osborne's Stephens Inc. Experience February 2005 - April 2007
Job Human Resource Manager at AAFES
Industry Information Technology and Services
Experience
AAFES April 2012 - Present
PearlSoft Solutions December 2010 - April 2012
Fidelity National Information Services October 2009 - October 2010
FIS June 2007 - October 2010
Manpower Professional October 2007 - December 2007
Fidelity National Information Services June 2007 - October 2007
Stephens Inc February 2005 - April 2007
Arkansas Department of Community Corrections October 2004 - February 2005
Cingular July 2004 - October 2004
Wal-Mart July 2001 - July 2004
Skills
PeopleSoft, Talent Management, Talent Acquisition, Customer Service, Customer Retention, People Management, People Training, Great People Skills, Technical Recruiting, Direct Recruiting, Internet Research, Internet Recruiting, Skype, Microsoft Office, vurv, Taleo, Kenexa, Employee Relations, Employee Handbooks, Employee Relation, Employee Benefits, Employee Engagement, Employee/Labor Relations, Employment Law, Management, Recruiting, Hiring, Employee Training, Human Resources, Interviews, Personnel Management
Education
Benton High School 1988 — 1990
Diploma
University of Arkansas at Little Rock
AAFES April 2012 - Present
PearlSoft Solutions December 2010 - April 2012
Fidelity National Information Services October 2009 - October 2010
FIS June 2007 - October 2010
Manpower Professional October 2007 - December 2007
Fidelity National Information Services June 2007 - October 2007
Stephens Inc February 2005 - April 2007
Arkansas Department of Community Corrections October 2004 - February 2005
Cingular July 2004 - October 2004
Wal-Mart July 2001 - July 2004
Skills
PeopleSoft, Talent Management, Talent Acquisition, Customer Service, Customer Retention, People Management, People Training, Great People Skills, Technical Recruiting, Direct Recruiting, Internet Research, Internet Recruiting, Skype, Microsoft Office, vurv, Taleo, Kenexa, Employee Relations, Employee Handbooks, Employee Relation, Employee Benefits, Employee Engagement, Employee/Labor Relations, Employment Law, Management, Recruiting, Hiring, Employee Training, Human Resources, Interviews, Personnel Management
Education
Benton High School 1988 — 1990
Diploma
University of Arkansas at Little Rock
Jordan Walsh's Stephens Inc. Experience June 2014 - June 2015
Job Associate at The CapStreet Group
Industry Venture Capital & Private Equity
Experience
The CapStreet Group August 2015 - Present
Stephens Inc. June 2014 - June 2015
Stephens Inc. June 2012 - June 2014
Skills
Financial Modeling, Data Aggregation, Microsoft Excel, PowerPoint, Microsoft Word, Virtual Data Rooms, Financial Analysis, Investment Banking, Capital Markets, LBO, Valuation, Capital IQ, DCF, Equity Valuation
Education
University of Georgia - Terry College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.) in Finance, Banking and Finance
The CapStreet Group August 2015 - Present
Stephens Inc. June 2014 - June 2015
Stephens Inc. June 2012 - June 2014
Skills
Financial Modeling, Data Aggregation, Microsoft Excel, PowerPoint, Microsoft Word, Virtual Data Rooms, Financial Analysis, Investment Banking, Capital Markets, LBO, Valuation, Capital IQ, DCF, Equity Valuation
Education
University of Georgia - Terry College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.) in Finance, Banking and Finance
Boris Marinov's Stephens Inc. Experience March 2014 - May 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Stephens Inc. March 2014 - May 2014
Thompson Research Group September 2013 - December 2013
Bluefront Capital LLC June 2011 - July 2011
Municipal Bank June 2010 - July 2010
Human Services Coalition August 2008 - November 2008
Skills
Financial Analysis, Financial Accounting, Public Relations, Marketing, Financial Modeling, Trading, Bloomberg, Argus Modeling, Real Estate, Investment Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science (MS), Finance
University of Miami 2008 — 2012
Bachelor of Business Administration (BBA), Finance
LMP
Stephens Inc. March 2014 - May 2014
Thompson Research Group September 2013 - December 2013
Bluefront Capital LLC June 2011 - July 2011
Municipal Bank June 2010 - July 2010
Human Services Coalition August 2008 - November 2008
Skills
Financial Analysis, Financial Accounting, Public Relations, Marketing, Financial Modeling, Trading, Bloomberg, Argus Modeling, Real Estate, Investment Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science (MS), Finance
University of Miami 2008 — 2012
Bachelor of Business Administration (BBA), Finance
LMP
Mwaka Williams's Stephens Inc. Experience October 2010 - Present
Job Client Services Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. October 2010 - Present
Skills
Series 7, Securities
Education
UNCC
BA, International Studies/ Pyschology
Stephens Inc. October 2010 - Present
Skills
Series 7, Securities
Education
UNCC
BA, International Studies/ Pyschology
Annette LaRue's Stephens Inc. Experience 2011 - Present
Job Controller at AirResource Group
Industry Airlines/Aviation
Experience
AirResource Group April 2011 - Present
Stephens Inc. 2011 - Present
Overland Solutions October 2009 - April 2011
McGriff, Seibels & Williams April 2003 - July 2005
Ramsey, Krug, Farrell & Lensing, a Division of BancorpSouth Insurance Services, Inc. August 2001 - April 2003
Aon Risk Services July 1999 - August 2001
Skills
Risk Management, Program Management, Customer Service, Insurance, Aircraft, Financial Analysis, Strategic Planning, Process Improvement, Analysis
Education
University of Arkansas at Little Rock 1997 — 2002
Bachelor of Finance, Insurance & Risk Management
AirResource Group April 2011 - Present
Stephens Inc. 2011 - Present
Overland Solutions October 2009 - April 2011
McGriff, Seibels & Williams April 2003 - July 2005
Ramsey, Krug, Farrell & Lensing, a Division of BancorpSouth Insurance Services, Inc. August 2001 - April 2003
Aon Risk Services July 1999 - August 2001
Skills
Risk Management, Program Management, Customer Service, Insurance, Aircraft, Financial Analysis, Strategic Planning, Process Improvement, Analysis
Education
University of Arkansas at Little Rock 1997 — 2002
Bachelor of Finance, Insurance & Risk Management
Katherine Hatley's Stephens Inc. Experience February 2011 - August 2012
Job
Industry Financial Services
Experience
KPMG US February 2015 - Present
Franklin Templeton Investments August 2012 - February 2015
Stephens Inc. February 2011 - August 2012
Bell & Company PA July 2008 - February 2011
FROST, PLLC January 2007 - July 2008
Skills
FAS 109 experience, Extensive experience..., Extensive experience..., Advance business and..., CCH Prosystems and..., OneSource, The Next..., QuickBooks
Education
University of Arkansas at Little Rock
Bachelor of Science In Accounting, Accounting
University of Arkansas at Little Rock
Bachelor of Business Administration in Finance Concentration Financial Planning, Financial Planning and Services
KPMG US February 2015 - Present
Franklin Templeton Investments August 2012 - February 2015
Stephens Inc. February 2011 - August 2012
Bell & Company PA July 2008 - February 2011
FROST, PLLC January 2007 - July 2008
Skills
FAS 109 experience, Extensive experience..., Extensive experience..., Advance business and..., CCH Prosystems and..., OneSource, The Next..., QuickBooks
Education
University of Arkansas at Little Rock
Bachelor of Science In Accounting, Accounting
University of Arkansas at Little Rock
Bachelor of Business Administration in Finance Concentration Financial Planning, Financial Planning and Services
Andrew B. Stephens's Stephens Inc. Experience September 2007 - September 2010
Job Chief Operating Officer at Recovery Centers of Arkansas
Industry Hospital & Health Care
Experience
Recovery Centers of Arkansas July 2013 - Present
Recovery Centers of Arkansas September 2010 - June 2013
Stephens Inc. September 2007 - September 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Investments, Corporate Finance, Accounting, Credit Analysis, Mergers & Acquisitions, Credit, Microsoft Excel
Education
University of Arkansas at Little Rock 2006 — 2007
MBA
University of Arkansas at Little Rock 2005 — 2006
BA, Finance
Recovery Centers of Arkansas July 2013 - Present
Recovery Centers of Arkansas September 2010 - June 2013
Stephens Inc. September 2007 - September 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Investments, Corporate Finance, Accounting, Credit Analysis, Mergers & Acquisitions, Credit, Microsoft Excel
Education
University of Arkansas at Little Rock 2006 — 2007
MBA
University of Arkansas at Little Rock 2005 — 2006
BA, Finance
Kimberly Drees's Stephens Inc. Experience May 1985 - Present
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. May 1985 - Present
Skills
Investment Banking, Capital Markets, Valuation, Equities, Fixed Income, Financial Modeling, Series 7, Private Equity, Bloomberg, Equity Research, LBO, Series 63, Hedge Funds, Equity Capital Markets, Equity Valuation, Business Analysis, Risk Management, SDLC
Education
University of Arkansas at Little Rock
Stephens Inc. May 1985 - Present
Skills
Investment Banking, Capital Markets, Valuation, Equities, Fixed Income, Financial Modeling, Series 7, Private Equity, Bloomberg, Equity Research, LBO, Series 63, Hedge Funds, Equity Capital Markets, Equity Valuation, Business Analysis, Risk Management, SDLC
Education
University of Arkansas at Little Rock
Jim Klepper's Stephens Inc. Experience September 2009 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2009 - Present
Morgan Keegan December 1991 - September 2009
Skills
Valuation, Series 7, Equities, Private Equity, Investments, Financial Modeling, Series 63, Hedge Funds, Securities, Asset Allocation, Equity Research, Mutual Funds, Capital Markets, Financial Analysis
Education
University of Mississippi 1989 — 1991
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Stephens Inc. September 2009 - Present
Morgan Keegan December 1991 - September 2009
Skills
Valuation, Series 7, Equities, Private Equity, Investments, Financial Modeling, Series 63, Hedge Funds, Securities, Asset Allocation, Equity Research, Mutual Funds, Capital Markets, Financial Analysis
Education
University of Mississippi 1989 — 1991
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Troy Setrakian's Stephens Inc. Experience January 1995 - January 1997
Job Portfolio Manager at Goose Hill Capital
Industry Investment Management
Experience
Goose Hill Capital September 2013 - Present
First New York Securities December 2011 - May 2013
Merrill Lynch January 2010 - December 2010
First New York Securities January 2009 - December 2010
NORTH SOUND CAPITAL, L.P January 2003 - January 2008
OMEGA ADVISORS, L.P January 2000 - January 2002
PEQUOD INVESTMENTS, L.P January 1998 - January 2000
VS&A COMMUNICATIONS PARTNERS II, L.P January 1997 - January 1998
STEPHENS INC January 1995 - January 1997
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S, Business Administration; Finance
The Kenan Flagler Business School
Bachelor of Science (BS), Business Administration/ Concentration in Finance
Goose Hill Capital September 2013 - Present
First New York Securities December 2011 - May 2013
Merrill Lynch January 2010 - December 2010
First New York Securities January 2009 - December 2010
NORTH SOUND CAPITAL, L.P January 2003 - January 2008
OMEGA ADVISORS, L.P January 2000 - January 2002
PEQUOD INVESTMENTS, L.P January 1998 - January 2000
VS&A COMMUNICATIONS PARTNERS II, L.P January 1997 - January 1998
STEPHENS INC January 1995 - January 1997
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S, Business Administration; Finance
The Kenan Flagler Business School
Bachelor of Science (BS), Business Administration/ Concentration in Finance
Suquita Earley's Stephens Inc. Experience April 2007 - Present
Job Supervisor at Stephens Inc.
Industry Nonprofit Organization Management
Experience
Stephens Inc. April 2007 - Present
Skills
Customer Service, Customer Retention, Organizational..., Determination to Succeed, Highly detail oriented, Microsoft Word, PowerPoint, Microsoft Excel, Typing, Prompt, Motivated self-starter
Education
University of Phoenix 2010 — 2014
Associate of Arts (A.A.), Human Services, General
Stephens Inc. April 2007 - Present
Skills
Customer Service, Customer Retention, Organizational..., Determination to Succeed, Highly detail oriented, Microsoft Word, PowerPoint, Microsoft Excel, Typing, Prompt, Motivated self-starter
Education
University of Phoenix 2010 — 2014
Associate of Arts (A.A.), Human Services, General
Jack Lessing's Stephens Inc. Experience June 2012 - January 2013
Job National Sales Manager B. Draddy, Summit Golf Brands
Industry Apparel & Fashion
Experience
Summit Golf Brands January 2015 - Present
Summit Golf Brands June 2013 - December 2014
Summit Golf Brands April 2013 - June 2013
Stephens Inc. June 2012 - January 2013
University of Richmond Men's Golf August 2008 - May 2012
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), History
Cold Spring Harbor High School 2004 — 2008
Summit Golf Brands January 2015 - Present
Summit Golf Brands June 2013 - December 2014
Summit Golf Brands April 2013 - June 2013
Stephens Inc. June 2012 - January 2013
University of Richmond Men's Golf August 2008 - May 2012
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), History
Cold Spring Harbor High School 2004 — 2008
Ashley Blalock's Stephens Inc. Experience July 2010 - Present
Job Registered Sales Assistant at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. July 2010 - Present
Morgan Stanley June 1995 - June 2010
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Arts (B.A.), English - Secondary Education
Stephens Inc. July 2010 - Present
Morgan Stanley June 1995 - June 2010
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Arts (B.A.), English - Secondary Education
Jim Cashmore's Stephens Inc. Experience March 2004 - May 2012
Job Structured products
Industry Financial Services
Experience
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)
Matt Lichty's Stephens Inc. Experience November 2003 - June 2005
Job Operator/ Field Supervisor at Sabre Energy Services
Industry Oil & Energy
Experience
Sabre Energy Services Police OfficerUniversity of Central ArkansasOctober 2010 - October 2012
City of Conway June 2005 - October 2010
Stephens Inc. November 2003 - June 2005
United States Marine Corps September 1999 - September 2003
Skills
Microsoft Excel, Police, Security Management, Supervisory Skills, Emergency Management, Security, First Aid, Security Operations, Customer Service, Risk Assessment
Education
University of Central Arkansas 2010 — 2012
Insurance and Risk Management
Arkansas Law Enforcement Training Academy (ALETA) 2005 — 2005
Law Enforcement Certification, Law Enforcement
Newell-Fonda High School 1995 — 1999
High School Diploma, 12
Sabre Energy Services Police OfficerUniversity of Central ArkansasOctober 2010 - October 2012
City of Conway June 2005 - October 2010
Stephens Inc. November 2003 - June 2005
United States Marine Corps September 1999 - September 2003
Skills
Microsoft Excel, Police, Security Management, Supervisory Skills, Emergency Management, Security, First Aid, Security Operations, Customer Service, Risk Assessment
Education
University of Central Arkansas 2010 — 2012
Insurance and Risk Management
Arkansas Law Enforcement Training Academy (ALETA) 2005 — 2005
Law Enforcement Certification, Law Enforcement
Newell-Fonda High School 1995 — 1999
High School Diploma, 12
Berkery, Noyes & Co., LLC
The Stephens Company