Sterne Agee
Industry: Company
DescriptionFounded: 1901 Parent organization: Stifel Subsidiaries: W R P Investments Inc, Sterne Agee UK LLP,
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Sterne Agee Employees
Employee
Years
Job
Industry
Juan Pablo Alfonso Juan Pablo Alfonso's Sterne Agee Experience June 2010 - February 2012
Job Private Banking at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
GFG Securities May 2012 - July 2013
Avance International Capital March 2012 - May 2012
Sterne Agee June 2010 - February 2012
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Equity Research, Securities, Capital Markets, Investment Banking, Investments, Networking, Hotels, Healthcare, Tourism, Aquisition, Debt & Equity Financing, Public Speaking, Pitch Development, Sales Presentations, Cold Calling, Bloomberg Terminal, Mergers & Acquisitions, Corporate Finance, Finance, Economics, Financial Analysis, DCF, Acquisitions, Private Equity, Equity Valuation, Business Valuation, Hedge Funds, Leveraged Finance, Alternative Investments, Private Placements, Fixed Income, Venture Capital
Education
Florida International University 2007 — 2013
Bachelor of Business Administration (BBA), Finance
J.P. Morgan July 2013 - Present
GFG Securities May 2012 - July 2013
Avance International Capital March 2012 - May 2012
Sterne Agee June 2010 - February 2012
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Equity Research, Securities, Capital Markets, Investment Banking, Investments, Networking, Hotels, Healthcare, Tourism, Aquisition, Debt & Equity Financing, Public Speaking, Pitch Development, Sales Presentations, Cold Calling, Bloomberg Terminal, Mergers & Acquisitions, Corporate Finance, Finance, Economics, Financial Analysis, DCF, Acquisitions, Private Equity, Equity Valuation, Business Valuation, Hedge Funds, Leveraged Finance, Alternative Investments, Private Placements, Fixed Income, Venture Capital
Education
Florida International University 2007 — 2013
Bachelor of Business Administration (BBA), Finance
Nickolas Tropsa Nickolas Tropsa's Sterne Agee Experience November 2013 - November 2013
Job Casual Clerk at ABF Freight
Industry Transportation/Trucking/Railroad
Experience
ABF Freight November 2014 - Present
Advanced Auto Hail Repair June 2013 - June 2014
Sterne Agee November 2013 - November 2013
Skills
Microsoft Excel, Bloomberg, Valuation Modeling, Time Management, Microsoft Office, Customer Service, Teamwork, Research, Leadership, Event Planning, Management
Education
Colorado State University 2011 — 2014
Bachelor of Science, Corporate Finance, Investment Analysis
Fort Lewis College
ABF Freight November 2014 - Present
Advanced Auto Hail Repair June 2013 - June 2014
Sterne Agee November 2013 - November 2013
Skills
Microsoft Excel, Bloomberg, Valuation Modeling, Time Management, Microsoft Office, Customer Service, Teamwork, Research, Leadership, Event Planning, Management
Education
Colorado State University 2011 — 2014
Bachelor of Science, Corporate Finance, Investment Analysis
Fort Lewis College
Robert Stearns's Sterne Agee Experience January 2013 - June 2015
Job Wealth Advisor Specialist at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Sterne Agee January 2013 - June 2015
Sterne Agee July 2011 - January 2013
Education
Furman University 2007 — 2011
BA
RidgeWorth Investments August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Sterne Agee January 2013 - June 2015
Sterne Agee July 2011 - January 2013
Education
Furman University 2007 — 2011
BA
Todd Decker Todd Decker's Sterne Agee Experience September 2014 - Present
Job
Industry Marketing and Advertising
Experience
Sterne Agee September 2014 - Present
Regions Bank 2011 - September 2014
BBVA Compass June 2009 - November 2011
Bank of America June 2001 - June 2009
Johnson & Johnson May 1997 - May 2001
The Hershey Company 1993 - 1995
Skills
Strategy, Leadership, Management, Financial Services, Strategic Planning, Banking, Marketing Strategy, Product Management, Cross-functional Team..., Marketing
Education
Duke University 1989 — 1993
BA, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
MBA
Millbrook High School 1988 — 1989
Columbus Academy 1978 — 1989
Sterne Agee September 2014 - Present
Regions Bank 2011 - September 2014
BBVA Compass June 2009 - November 2011
Bank of America June 2001 - June 2009
Johnson & Johnson May 1997 - May 2001
The Hershey Company 1993 - 1995
Skills
Strategy, Leadership, Management, Financial Services, Strategic Planning, Banking, Marketing Strategy, Product Management, Cross-functional Team..., Marketing
Education
Duke University 1989 — 1993
BA, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
MBA
Millbrook High School 1988 — 1989
Columbus Academy 1978 — 1989
Jordan Calabrese's Sterne Agee Experience 2009 - 2011
Job Senior Associate at Livingston Securities
Industry Financial Services
Experience
Livingston Securities 2013 - Present
William Blair and Company 2011 - 2012
Sterne Agee 2009 - 2011
IBM 2004 - 2008
Skills
Capital Markets, Equity Research, Financial Analysis, Investments, Green Infrastructure, Emerging Technologies, Roadshows, Conference Coordination, Equities, Financial Modeling, Analysis, Valuation, Trading
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science (BS), Finance
The Hotchkiss School 1996 — 2000
Livingston Securities 2013 - Present
William Blair and Company 2011 - 2012
Sterne Agee 2009 - 2011
IBM 2004 - 2008
Skills
Capital Markets, Equity Research, Financial Analysis, Investments, Green Infrastructure, Emerging Technologies, Roadshows, Conference Coordination, Equities, Financial Modeling, Analysis, Valuation, Trading
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science (BS), Finance
The Hotchkiss School 1996 — 2000
Nicholas Romero Nicholas Romero's Sterne Agee Experience June 2014 - August 2014
Job Junior Trader at Akuna Capital
Industry Capital Markets
Experience
Akuna Capital February 2015 - Present
Sterne Agee June 2014 - August 2014
Auburn University October 2011 - August 2013
Auburn University November 2010 - May 2012
AT&T May 2011 - August 2011
International Paper May 2010 - August 2010
Skills
Statistical Data..., Data Analysis, Time Series Analysis, R, Economics, Quantitative Research, LaTeX, Microsoft Office, Mathematical Modeling, Microsoft Excel, Experimental Economics, Experimental Design, Economic Research, Leadership, Statistics, Statistical Modeling, Econometrics, Investments, Linear Regression, Python, Trading, Options Strategies, Proprietary Trading
Education
University of Pennsylvania 2013 — 2014
Master's Degree, Economics
Auburn University 2009 — 2013
Bachelor's Degree, Mathematics
Auburn University 2009 — 2013
Bachelor's Degree, Economics
Akuna Capital February 2015 - Present
Sterne Agee June 2014 - August 2014
Auburn University October 2011 - August 2013
Auburn University November 2010 - May 2012
AT&T May 2011 - August 2011
International Paper May 2010 - August 2010
Skills
Statistical Data..., Data Analysis, Time Series Analysis, R, Economics, Quantitative Research, LaTeX, Microsoft Office, Mathematical Modeling, Microsoft Excel, Experimental Economics, Experimental Design, Economic Research, Leadership, Statistics, Statistical Modeling, Econometrics, Investments, Linear Regression, Python, Trading, Options Strategies, Proprietary Trading
Education
University of Pennsylvania 2013 — 2014
Master's Degree, Economics
Auburn University 2009 — 2013
Bachelor's Degree, Mathematics
Auburn University 2009 — 2013
Bachelor's Degree, Economics
Leonard DeProspo, CFA Leonard DeProspo, CFA's Sterne Agee Experience June 2014 - March 2015
Job Equity Research Associate, Vice President at CLSA
Industry Investment Management
Experience
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
Kayla Absher's Sterne Agee Experience July 2014 - July 2015
Job Client Service Manager at USAmeribank
Industry Financial Services
Experience
USAmeriBank August 2015 - Present
Sterne Agee July 2014 - July 2015
Social Scene Savings January 2014 - January 2015
Southern Natural Gas August 2011 - July 2014
Skills
First Aid, Leadership, Cpr Certified, Time Management, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Research, Microsoft Office, Event Planning, Non-profits, Public Speaking, Public Relations, Social Media, Natural Gas, Energy Industry, Records Management, Supervisory Skills, Emergency Management, Fundraising, Community Outreach, Photoshop, Nonprofits, Data Entry
Education
Birmingham-Southern College 2010 — 2014
Bachelor of Science (B.S.), Business
USAmeriBank August 2015 - Present
Sterne Agee July 2014 - July 2015
Social Scene Savings January 2014 - January 2015
Southern Natural Gas August 2011 - July 2014
Skills
First Aid, Leadership, Cpr Certified, Time Management, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Research, Microsoft Office, Event Planning, Non-profits, Public Speaking, Public Relations, Social Media, Natural Gas, Energy Industry, Records Management, Supervisory Skills, Emergency Management, Fundraising, Community Outreach, Photoshop, Nonprofits, Data Entry
Education
Birmingham-Southern College 2010 — 2014
Bachelor of Science (B.S.), Business
jordan konicek jordan konicek's Sterne Agee Experience July 2014 - Present
Job Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee July 2014 - Present
VTB Capital February 2012 - April 2014
Credit Suisse August 2010 - January 2012
Credit Suisse June 2004 - August 2009
Skills
Emerging Markets Fixed...
Education
Amherst College 2000 — 2004
Bachelor Degree, Economics
Sterne Agee July 2014 - Present
VTB Capital February 2012 - April 2014
Credit Suisse August 2010 - January 2012
Credit Suisse June 2004 - August 2009
Skills
Emerging Markets Fixed...
Education
Amherst College 2000 — 2004
Bachelor Degree, Economics
Joshua Andrews Joshua Andrews's Sterne Agee Experience November 2014 - Present
Job Margin Analyst
Industry Financial Services
Experience
Sterne Agee November 2014 - Present
National Centers for Pain Management & Research September 2014 - November 2014
Capital City Bank Group, Inc. June 2014 - August 2014
The Prescient Consulting Group October 2013 - March 2014
City of Hurst June 2008 - August 2012
Winn-Dixie February 2010 - May 2011
McDonald's Corporation October 2008 - May 2009
Josh and Kenny's Lawn Service March 2005 - October 2008
Skills
Leadership, Economics, Microsoft Excel, Teamwork, Social Media, Customer Service, Market Research, Nonprofits, Social Networking, Econometrics, Marketing, Statistics
Education
Samford University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Florida State University 2010 — 2014
Bachelor of Science (BS), Economics
Harmony High School 2006 — 2010
Sterne Agee November 2014 - Present
National Centers for Pain Management & Research September 2014 - November 2014
Capital City Bank Group, Inc. June 2014 - August 2014
The Prescient Consulting Group October 2013 - March 2014
City of Hurst June 2008 - August 2012
Winn-Dixie February 2010 - May 2011
McDonald's Corporation October 2008 - May 2009
Josh and Kenny's Lawn Service March 2005 - October 2008
Skills
Leadership, Economics, Microsoft Excel, Teamwork, Social Media, Customer Service, Market Research, Nonprofits, Social Networking, Econometrics, Marketing, Statistics
Education
Samford University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Florida State University 2010 — 2014
Bachelor of Science (BS), Economics
Harmony High School 2006 — 2010
Julie Simmons Julie Simmons's Sterne Agee Experience September 2013 - Present
Job Commissions Specialist at Sterne Agee
Industry Real Estate
Experience
Sterne Agee September 2013 - Present
Colonial Properties Trust September 2006 - June 2013
Robins & Morton October 2004 - September 2006
SouthTrust Securities, Inc June 1999 - October 2004
Skills
General Ledger, Accounting, Financial Accounting, Journal Entries, Teamwork, Team Management, Dual System..., Internal Audit, External Audit, Balance Sheet Review, Bank Reconciliation, AIA billing, Investigation Accounting, Resourceful..., Commission Calculations, Internal Financial..., External Reporting, Financial Analysis, Joint Ventures, Accounts Payable, Accounts Receivable, Project Coordination, Real Estate Development, Real Estate, Internal Controls, Due Diligence, Licensing, Sales and Use Taxes, MRI Software, Yardi, Prolog, Timberline Accounting, Microsoft Excel, Access, Microsoft Word, Outlook, Avid, Financial Reporting, Yardi Voyager, Finance, Customer Service, Financial Statements, Auditing, Microsoft Office, Budgets
Education
Auburn University 1992 — 1993
Unversity of Alabama at Birmingham
Sterne Agee September 2013 - Present
Colonial Properties Trust September 2006 - June 2013
Robins & Morton October 2004 - September 2006
SouthTrust Securities, Inc June 1999 - October 2004
Skills
General Ledger, Accounting, Financial Accounting, Journal Entries, Teamwork, Team Management, Dual System..., Internal Audit, External Audit, Balance Sheet Review, Bank Reconciliation, AIA billing, Investigation Accounting, Resourceful..., Commission Calculations, Internal Financial..., External Reporting, Financial Analysis, Joint Ventures, Accounts Payable, Accounts Receivable, Project Coordination, Real Estate Development, Real Estate, Internal Controls, Due Diligence, Licensing, Sales and Use Taxes, MRI Software, Yardi, Prolog, Timberline Accounting, Microsoft Excel, Access, Microsoft Word, Outlook, Avid, Financial Reporting, Yardi Voyager, Finance, Customer Service, Financial Statements, Auditing, Microsoft Office, Budgets
Education
Auburn University 1992 — 1993
Unversity of Alabama at Birmingham
Buck Burns Buck Burns's Sterne Agee Experience September 2010 - April 2014
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
Courtney S. Calhoun's Sterne Agee Experience May 2010 - November 2010
Job
Industry Banking
Experience
Regions Financial Corporation April 2013 - Present
Intermark Group November 2010 - April 2013
Sterne Agee May 2010 - November 2010
EBSCO Industries Inc October 2005 - May 2010
Elavon, Inc. (Nova Information Systems) 2000 - 2004
Federal Reserve Bank of Atlanta March 1999 - May 2000
Sears, Roebuck and Co. April 1998 - March 1999
Laing Properties, Inc. 1994 - 1998
Atlanta Technical College April 1997 - June 1997
Skills
Microsoft SQL Server, Databases, C#, SQL, SSIS, SDLC, AJAX, Oracle, T-SQL, Unix, jQuery, ASP, Visual Studio, Stored Procedures, SSRS, ETL, LINQ, ASP.NET MVC, Agile Methodologies, Visual Basic, Visio, Integration, WCF, Windows Server, Database Design, Data Modeling, Text Mining, JavaScript, Entity Framework, DTS, PL/SQL, Web Development, Perl, Tableau, Omniture, Amazon Web Services..., Software Architectural..., Data Analysis, Verbal and written..., Workflow, Context Diagrams, Regular Expressions, Data Transformation, PLINQ, Java, MapReduce, Master Data Management, Data Quality
Education
DeVry Institute of Technology 1992 — 1994
B.S. Computer Information Systems
Lawson State Community College-Birmingham Campus 1991 — 1992
Computer Information Systems
Regions Financial Corporation April 2013 - Present
Intermark Group November 2010 - April 2013
Sterne Agee May 2010 - November 2010
EBSCO Industries Inc October 2005 - May 2010
Elavon, Inc. (Nova Information Systems) 2000 - 2004
Federal Reserve Bank of Atlanta March 1999 - May 2000
Sears, Roebuck and Co. April 1998 - March 1999
Laing Properties, Inc. 1994 - 1998
Atlanta Technical College April 1997 - June 1997
Skills
Microsoft SQL Server, Databases, C#, SQL, SSIS, SDLC, AJAX, Oracle, T-SQL, Unix, jQuery, ASP, Visual Studio, Stored Procedures, SSRS, ETL, LINQ, ASP.NET MVC, Agile Methodologies, Visual Basic, Visio, Integration, WCF, Windows Server, Database Design, Data Modeling, Text Mining, JavaScript, Entity Framework, DTS, PL/SQL, Web Development, Perl, Tableau, Omniture, Amazon Web Services..., Software Architectural..., Data Analysis, Verbal and written..., Workflow, Context Diagrams, Regular Expressions, Data Transformation, PLINQ, Java, MapReduce, Master Data Management, Data Quality
Education
DeVry Institute of Technology 1992 — 1994
B.S. Computer Information Systems
Lawson State Community College-Birmingham Campus 1991 — 1992
Computer Information Systems
Michael E. Livengood, CPA, MBA Michael E. Livengood, CPA, MBA's Sterne Agee Experience December 2001 - April 2005
Job Business Unit Controller at Marmon Highway Technologies LLC
Industry Accounting
Experience
Marmon Highway Technologies LLC- A Berkshire Hathaway Company January 2015 - Present
Wallace State Community College September 2012 - Present
TSE Brakes, Inc. & Webb Wheel Aftermarket- A Marmon Highway Technologies/Berkshire Hathaway Company July 2013 - December 2014
Serta International September 2011 - July 2013
Del Monte Foods August 2008 - September 2011
Alabama Adventure May 2008 - August 2008
Fontaine PartSource- A Marmon Highway Technologies/Berkshire Hathaway Company May 2006 - May 2008
Hastings General Contracting April 2005 - May 2006
Sterne Agee December 2001 - April 2005
Serta- National Bedding Company 1998 - 2001
Skills
Mergers & Acquisitions, Value Creation, Building Relationships, Strategy Development, Strategy, Accounting, Financial Reporting, Corporate Finance, Financial Accounting, Cash Flow, Managerial Finance, Budgets, Finance, GAAP, Management, Start-ups, Team Leadership, Business Valuation, Cash Flow Forecasting, Financial Modeling, Due Diligence, Analysis, Leadership, Forecasting, Change Management, Change Leadership, Cash Flow Management, Working Capital..., Quantitative Finance, Spreadsheet Design, Cost Accounting, Capital Budgeting, Budget Development, Budget Analysis, Financial Forecasting, US GAAP, Negotiation, Foreign Currency, Foreign Currency..., Financial Analysis, Strategic Planning, Process Improvement, Internal Controls, Business Strategy, General Ledger
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Business
Athens State University 2005 — 2006
Accounting
University of Alabama at Birmingham 2000 — 2002
BS, Finance
Marmon Highway Technologies LLC- A Berkshire Hathaway Company January 2015 - Present
Wallace State Community College September 2012 - Present
TSE Brakes, Inc. & Webb Wheel Aftermarket- A Marmon Highway Technologies/Berkshire Hathaway Company July 2013 - December 2014
Serta International September 2011 - July 2013
Del Monte Foods August 2008 - September 2011
Alabama Adventure May 2008 - August 2008
Fontaine PartSource- A Marmon Highway Technologies/Berkshire Hathaway Company May 2006 - May 2008
Hastings General Contracting April 2005 - May 2006
Sterne Agee December 2001 - April 2005
Serta- National Bedding Company 1998 - 2001
Skills
Mergers & Acquisitions, Value Creation, Building Relationships, Strategy Development, Strategy, Accounting, Financial Reporting, Corporate Finance, Financial Accounting, Cash Flow, Managerial Finance, Budgets, Finance, GAAP, Management, Start-ups, Team Leadership, Business Valuation, Cash Flow Forecasting, Financial Modeling, Due Diligence, Analysis, Leadership, Forecasting, Change Management, Change Leadership, Cash Flow Management, Working Capital..., Quantitative Finance, Spreadsheet Design, Cost Accounting, Capital Budgeting, Budget Development, Budget Analysis, Financial Forecasting, US GAAP, Negotiation, Foreign Currency, Foreign Currency..., Financial Analysis, Strategic Planning, Process Improvement, Internal Controls, Business Strategy, General Ledger
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Business
Athens State University 2005 — 2006
Accounting
University of Alabama at Birmingham 2000 — 2002
BS, Finance
Brian D. Tucker Brian D. Tucker's Sterne Agee Experience August 2005 - August 2007
Job Real Estate Broker at Real Estate Partners, Chattanooga LLC
Industry Real Estate
Experience
Real Estate Partners, LLC June 2011 - Present
Lyons Group Realty Advisors, Real Estate Partners, LLC 2011 - November 2014
Sterne Agee August 2005 - August 2007
Skills
Financial Analysis, Real Estate, Investments, Property Management, Real Estate Development, Valuation, Due Diligence, Asset Management, Investment Properties, Contract Negotiation, Finance, Selling, Commercial Real Estate, Negotiation, Loans, Foreclosures, Financial Modeling, Disposition, Real Estate Transactions, Sales
Education
Auburn University 2007 — 2008
Masters in Building Construction, Design-Build
Samford University 2001 — 2005
Bachelor of Science (BS),, Accounting and Business/Management
Real Estate Partners, LLC June 2011 - Present
Lyons Group Realty Advisors, Real Estate Partners, LLC 2011 - November 2014
Sterne Agee August 2005 - August 2007
Skills
Financial Analysis, Real Estate, Investments, Property Management, Real Estate Development, Valuation, Due Diligence, Asset Management, Investment Properties, Contract Negotiation, Finance, Selling, Commercial Real Estate, Negotiation, Loans, Foreclosures, Financial Modeling, Disposition, Real Estate Transactions, Sales
Education
Auburn University 2007 — 2008
Masters in Building Construction, Design-Build
Samford University 2001 — 2005
Bachelor of Science (BS),, Accounting and Business/Management
Robert Pless Robert Pless's Sterne Agee Experience May 2011 - July 2011
Job Financial Services Professional
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
William Blair & Company May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Sterne Agee June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Statistical Data..., Bloomberg, Microsoft Excel, Chinese, Sports Nutrition, PowerPoint, Weight Training, Valuation, Analysis, Economics
Education
Beijing Language and Culture University 2013 — 2014
Foreign Student, Business Chinese
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (BSc), Economics
Peking University 2011 — 2012
Exchange Student, Guanghua School of Management
The Altamont School 2005 — 2009
Houlihan Lokey July 2014 - Present
William Blair & Company May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Sterne Agee June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Statistical Data..., Bloomberg, Microsoft Excel, Chinese, Sports Nutrition, PowerPoint, Weight Training, Valuation, Analysis, Economics
Education
Beijing Language and Culture University 2013 — 2014
Foreign Student, Business Chinese
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (BSc), Economics
Peking University 2011 — 2012
Exchange Student, Guanghua School of Management
The Altamont School 2005 — 2009
Scott Montes Scott Montes's Sterne Agee Experience June 2001 - October 2011
Job Senior Compliance Officer
Industry Financial Services
Experience
National Independent Broker Dealer December 2011 - Present
Sterne Agee June 2001 - October 2011
Securities America, Inc. Member FINRA/SIPC December 1999 - June 2001
American Express Financial Advisors August 1998 - May 1999
Skills
Customer Service, Series 7, Series 24, Series 65, Interpersonal..., Outlook, Microsoft Office, Research, AML, Auditing, Banking, Compliance, Risk Management, Securities Regulation, FINRA, Fixed Income, Insurance, Strategic Planning
Education
Auburn University, College of Business 1991 — 1996
Bachelor of Science (B.S.), Operations Management and Supervision
National Independent Broker Dealer December 2011 - Present
Sterne Agee June 2001 - October 2011
Securities America, Inc. Member FINRA/SIPC December 1999 - June 2001
American Express Financial Advisors August 1998 - May 1999
Skills
Customer Service, Series 7, Series 24, Series 65, Interpersonal..., Outlook, Microsoft Office, Research, AML, Auditing, Banking, Compliance, Risk Management, Securities Regulation, FINRA, Fixed Income, Insurance, Strategic Planning
Education
Auburn University, College of Business 1991 — 1996
Bachelor of Science (B.S.), Operations Management and Supervision
Lacey Woodroof Lacey Woodroof's Sterne Agee Experience August 2011 - Present
Job Financial Advisor at Sterne, Agee & Leach, Inc.
Industry Financial Services
Experience
Sterne Agee August 2011 - Present
United Way of Central Alabama August 2013 - December 2013
Sterne Agee 2010 - 2011
Skills
Investment Management, Retirement Planning, Risk Management, Estate Planning, College Education..., Business Succession, Charitable Giving, Charities, Team Leadership, Portfolio Management, Finance, Investments, Public Speaking
Education
Auburn University 2006 — 2010
Spanish, International Trade
Sterne Agee August 2011 - Present
United Way of Central Alabama August 2013 - December 2013
Sterne Agee 2010 - 2011
Skills
Investment Management, Retirement Planning, Risk Management, Estate Planning, College Education..., Business Succession, Charitable Giving, Charities, Team Leadership, Portfolio Management, Finance, Investments, Public Speaking
Education
Auburn University 2006 — 2010
Spanish, International Trade
Louis Oswald's Sterne Agee Experience June 2010 - August 2010
Job Private Banker
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo Advisors April 2012 - August 2013
Emerald Petroleum July 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Sterne Agee June 2010 - August 2010
Sterne Agee June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Investment Advisory, Life Insurance, Asset Allocation, Asset Managment, Financial Analysis, Financial Services, Retirement, Loans, Financial Advisory, Investment Strategies, Alternative Investments, Roth IRA, 529 Plans, ETFs, FINRA, Mortgage Lending, Series 66, Uniform Combined State..., Mutual Funds, 401k, Finance, Credit, Small Business Lending, Private Banking, Asset Management, Financial Planning
Education
Auburn University, College of Business 2006 — 2010
Finance, General
Savannah Country Day School 1992 — 2006
High School
Wells Fargo September 2013 - Present
Wells Fargo Advisors April 2012 - August 2013
Emerald Petroleum July 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Sterne Agee June 2010 - August 2010
Sterne Agee June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Investment Advisory, Life Insurance, Asset Allocation, Asset Managment, Financial Analysis, Financial Services, Retirement, Loans, Financial Advisory, Investment Strategies, Alternative Investments, Roth IRA, 529 Plans, ETFs, FINRA, Mortgage Lending, Series 66, Uniform Combined State..., Mutual Funds, 401k, Finance, Credit, Small Business Lending, Private Banking, Asset Management, Financial Planning
Education
Auburn University, College of Business 2006 — 2010
Finance, General
Savannah Country Day School 1992 — 2006
High School
Luke Roh Luke Roh's Sterne Agee Experience July 2014 - August 2014
Job BNP Paribas Credit Derivatives Sales
Industry Financial Services
Experience
BNP Paribas July 2015 - Present
Colgate University July 2011 - May 2015
Sterne Agee July 2014 - August 2014
Miller Russell Associates May 2014 - July 2014
OneBode Wholefood Nutrition Co. June 2012 - August 2012
Skills
Marketing, Microsoft Office, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Research, Leadership, Sales
Education
Colgate University 2011 — 2015
Bachelor of Arts, Economics
Chaparral High School 2007 — 2011
High School Diploma
BNP Paribas July 2015 - Present
Colgate University July 2011 - May 2015
Sterne Agee July 2014 - August 2014
Miller Russell Associates May 2014 - July 2014
OneBode Wholefood Nutrition Co. June 2012 - August 2012
Skills
Marketing, Microsoft Office, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Research, Leadership, Sales
Education
Colgate University 2011 — 2015
Bachelor of Arts, Economics
Chaparral High School 2007 — 2011
High School Diploma
Lawrence Fuerst's Sterne Agee Experience June 2011 - August 2011
Job Associate Corporate Derivative Solutions
Industry Financial Services
Experience
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Sterne Agee June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Derivatives, Fixed Income, Financial Structuring, Capital Markets, Trading
Education
Boston College - Carroll School of Management 2009 — 2013
BS in Management with Honors, Finance & Economics
Voorhees High School 2005 — 2009
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Sterne Agee June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Derivatives, Fixed Income, Financial Structuring, Capital Markets, Trading
Education
Boston College - Carroll School of Management 2009 — 2013
BS in Management with Honors, Finance & Economics
Voorhees High School 2005 — 2009
Jeffrey Higby Jeffrey Higby's Sterne Agee Experience January 2005 - November 2006
Job DST Health Care Call Center Team Lead
Industry Hospital & Health Care
Experience
DJ Homes, LLC Health Care Call Center Team LeadDST Health SolutionsDecember 2014 - Present
Wells Fargo Home Mortgage October 2011 - May 2014
Wells Fargo February 2010 - October 2011
LAH Real Estate November 2006 - March 2009
Sterne Agee January 2005 - November 2006
JHK Systems, Inc. June 2003 - January 2005
Hyatt Regency Pier 66 March 2000 - February 2003
Radisson Bahia Mar Beach Resort 2002 - 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Access, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Financial Reporting, Financial Statements, SharePoint, QuickBooks, Balance, Financial Accounting, Tax Preparation, Account Reconciliation, Spreadsheets, Accruals, Journal Entries, Treasury Management, Bookkeeping, Bank Reconciliation, Management, Banking
Education
Florida Southern College 1992 — 1997
BS, Accounting, Finance, Hotel/Resort Management
DJ Homes, LLC Health Care Call Center Team LeadDST Health SolutionsDecember 2014 - Present
Wells Fargo Home Mortgage October 2011 - May 2014
Wells Fargo February 2010 - October 2011
LAH Real Estate November 2006 - March 2009
Sterne Agee January 2005 - November 2006
JHK Systems, Inc. June 2003 - January 2005
Hyatt Regency Pier 66 March 2000 - February 2003
Radisson Bahia Mar Beach Resort 2002 - 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Access, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Financial Reporting, Financial Statements, SharePoint, QuickBooks, Balance, Financial Accounting, Tax Preparation, Account Reconciliation, Spreadsheets, Accruals, Journal Entries, Treasury Management, Bookkeeping, Bank Reconciliation, Management, Banking
Education
Florida Southern College 1992 — 1997
BS, Accounting, Finance, Hotel/Resort Management
Bruce Lanni Bruce Lanni's Sterne Agee Experience January 2011 - March 2011
Job at Lanni Capital Investments LLC "LCI"
Industry Investment Banking
Experience
Lanni Capital Investments LLC "LCI" March 2011 - Present
Sterne Agee January 2011 - March 2011
Nollenberger Capital Partners 2009 - 2010
A.G. Edwards & Sons, Inc. 1998 - 2007
Oppenheimer & Co. 1994 - 1998
Rauscher Pierce 1993 - 1994
ARCO 1978 - 1993
Skills
Equities, Portfolio Management, Investments, Fixed Income, Bonds, Energy, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Capital Markets, Valuation, Investment Advisory, Securities, Asset Managment, Geophysics, Seismology, Financial Modeling, Seismic Design, Private Equity, Asset Allocation
Education
University of California, Davis 1973 — 1977
Bachelor of Science, Geology
California State University-Northridge 1978 — 1979
Graduate Studies, MS Geology
Lanni Capital Investments LLC "LCI" March 2011 - Present
Sterne Agee January 2011 - March 2011
Nollenberger Capital Partners 2009 - 2010
A.G. Edwards & Sons, Inc. 1998 - 2007
Oppenheimer & Co. 1994 - 1998
Rauscher Pierce 1993 - 1994
ARCO 1978 - 1993
Skills
Equities, Portfolio Management, Investments, Fixed Income, Bonds, Energy, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Capital Markets, Valuation, Investment Advisory, Securities, Asset Managment, Geophysics, Seismology, Financial Modeling, Seismic Design, Private Equity, Asset Allocation
Education
University of California, Davis 1973 — 1977
Bachelor of Science, Geology
California State University-Northridge 1978 — 1979
Graduate Studies, MS Geology
Hanson Slaughter Hanson Slaughter's Sterne Agee Experience June 2006 - Present
Job Executive Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee June 2006 - Present
Porter, White & Company April 2002 - April 2006
Forrest Exploration & Development January 1999 - March 2002
PaineWebber July 1994 - August 1998
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Bonds, Finance, Strategic Financial..., Financial Advisory, Private Equity, Financial Services, Securities, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Due Diligence, Financial Structuring, Alternative Investments, Wealth Management, Real Estate, Structured Finance, Project Finance, Mergers & Acquisitions, Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Virginia 1990 — 1994
BS, Finance
Indian Springs School 1986 — 1990
Birmingham, AL
Sterne Agee June 2006 - Present
Porter, White & Company April 2002 - April 2006
Forrest Exploration & Development January 1999 - March 2002
PaineWebber July 1994 - August 1998
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Bonds, Finance, Strategic Financial..., Financial Advisory, Private Equity, Financial Services, Securities, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Due Diligence, Financial Structuring, Alternative Investments, Wealth Management, Real Estate, Structured Finance, Project Finance, Mergers & Acquisitions, Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Virginia 1990 — 1994
BS, Finance
Indian Springs School 1986 — 1990
Birmingham, AL
David Lemelman David Lemelman's Sterne Agee Experience January 2015 - June 2015
Job Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Sterne Agee January 2015 - June 2015
Third Rail Mobility September 2007 - September 2014
Citi June 2005 - September 2007
Skills
Product Development, Strategy, Mergers & Acquisitions, New Business Development, Finance, Supply Chain..., Financial Accounting, Early-stage Startups, Financial Modeling, Operations Management, Consumer Products, Product Management, Supply Chain Management, Financial Analysis, Strategic Partnerships, Marketing Strategy, Consumer Electronics, Entrepreneurship, Social Media, Brand Development, E-commerce, Angel Investing, Investment Banking, Corporate Development, Marketing, Social Media Marketing, New Media, Venture Capital, Intellectual Property, Idea Generation, Pitching Ideas, Start-up Ventures, Product Design, User Experience, User Interface Design, Management, Project Management, Sales Management, Business Development, Product Marketing, Competitive Analysis
Education
Emory University 2001 — 2005
Piper Jaffray June 2015 - Present
Sterne Agee January 2015 - June 2015
Third Rail Mobility September 2007 - September 2014
Citi June 2005 - September 2007
Skills
Product Development, Strategy, Mergers & Acquisitions, New Business Development, Finance, Supply Chain..., Financial Accounting, Early-stage Startups, Financial Modeling, Operations Management, Consumer Products, Product Management, Supply Chain Management, Financial Analysis, Strategic Partnerships, Marketing Strategy, Consumer Electronics, Entrepreneurship, Social Media, Brand Development, E-commerce, Angel Investing, Investment Banking, Corporate Development, Marketing, Social Media Marketing, New Media, Venture Capital, Intellectual Property, Idea Generation, Pitching Ideas, Start-up Ventures, Product Design, User Experience, User Interface Design, Management, Project Management, Sales Management, Business Development, Product Marketing, Competitive Analysis
Education
Emory University 2001 — 2005
Brian Mulligan Brian Mulligan's Sterne Agee Experience May 2010 - February 2011
Job Associate Power & Utilities at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2015 - Present
Sumitomo Mitsui Banking Corporation June 2014 - July 2015
Sumitomo Mitsui Banking Corporation July 2013 - June 2014
Sumitomo Mitsui Banking Corporation March 2011 - July 2013
Sterne Agee May 2010 - February 2011
SecondMarket, Inc. February 2010 - August 2010
CoBe Capital, LLC February 2010 - March 2010
Clinton Group February 2008 - May 2009
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Databases, Corporate Finance, Credit Analysis, Commercial Lending, Energy, Industrials
Education
Columbia University in the City of New York 2005 — 2009
BA, Political Science
Chaminade High School 2001 — 2005
BNP Paribas July 2015 - Present
Sumitomo Mitsui Banking Corporation June 2014 - July 2015
Sumitomo Mitsui Banking Corporation July 2013 - June 2014
Sumitomo Mitsui Banking Corporation March 2011 - July 2013
Sterne Agee May 2010 - February 2011
SecondMarket, Inc. February 2010 - August 2010
CoBe Capital, LLC February 2010 - March 2010
Clinton Group February 2008 - May 2009
Skills
Microsoft Office, Bloomberg Terminal, Financial Analysis, Databases, Corporate Finance, Credit Analysis, Commercial Lending, Energy, Industrials
Education
Columbia University in the City of New York 2005 — 2009
BA, Political Science
Chaminade High School 2001 — 2005
Eric Haas's Sterne Agee Experience April 2008 - October 2009
Job
Industry Banking
Experience
Eric J. Haas and Associates, LLC May 2014 - Present
Cadence Bancorp November 2009 - April 2014
Sterne Agee April 2008 - October 2009
Regions Financial Corporation June 1999 - March 2008
DollarMark Solutions April 1996 - June 1999
Virginia Beach Federal January 1995 - April 1996
Skills
Treasury Management, Cash Management, Commercial Banking, Banking, Portfolio Management, Financial Services, Credit Risk, Funding, Credit Analysis, Derivatives, Credit, Lines Of Credit, Loans, Liquidity Risk, Financial Risk, Investments, Treasury Services, Risk Management, Capital Markets, Fixed Income, Commercial Lending, Private Banking, Treasury, Interest Rate Risk..., Financial Analysis, Small Business Lending, Consumer Lending, Finance, Financial Institutions, Liquidity Management, Financial Reporting, Retail Banking, Corporate Finance, ALCO, Mergers & Acquisitions, Accounting, Management, CFOs, Treasurers, Operational Risk..., Asset Based Lending, ALM, Asset Management, Equities, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Modeling, Mortgage Lending
Education
Auburn University
Bachelor’s Degree, Economics
Eric J. Haas and Associates, LLC May 2014 - Present
Cadence Bancorp November 2009 - April 2014
Sterne Agee April 2008 - October 2009
Regions Financial Corporation June 1999 - March 2008
DollarMark Solutions April 1996 - June 1999
Virginia Beach Federal January 1995 - April 1996
Skills
Treasury Management, Cash Management, Commercial Banking, Banking, Portfolio Management, Financial Services, Credit Risk, Funding, Credit Analysis, Derivatives, Credit, Lines Of Credit, Loans, Liquidity Risk, Financial Risk, Investments, Treasury Services, Risk Management, Capital Markets, Fixed Income, Commercial Lending, Private Banking, Treasury, Interest Rate Risk..., Financial Analysis, Small Business Lending, Consumer Lending, Finance, Financial Institutions, Liquidity Management, Financial Reporting, Retail Banking, Corporate Finance, ALCO, Mergers & Acquisitions, Accounting, Management, CFOs, Treasurers, Operational Risk..., Asset Based Lending, ALM, Asset Management, Equities, Retirement, Asset Allocation, Investment Strategies, Alternative Investments, Financial Modeling, Mortgage Lending
Education
Auburn University
Bachelor’s Degree, Economics
John Peters, AIF® CFP® John Peters, AIF® CFP®'s Sterne Agee Experience 1993 - 1998
Job Marketing/Retirement Plan Consulitng
Industry Financial Services
Experience
Commonwealth Financial Network March 2011 - Present
Cafaro Greenleaf January 2008 - March 2011
Register & Akers Investments January 2005 - January 2007
The Bank of New York Mellon 2007 - 2007
Astrop Advisory Corporation 2003 - 2005
Specialty Foods International 1998 - 2003
Investors Financial Group (Now ING) 1997 - 1998
Sterne Agee 1993 - 1998
Alex Brown & Sons Incorporated 1985 - 1993
Merrill Lynch 1983 - 1985
Skills
Retirement Planning, 401k, Financial Services, Marketing, Employee Benefits, Strategic Planning, ERISA, Product Management, Product Development, Positioning, Social Media, Defined Contribution, B2B Marketing Strategy, Wealth Management, Investments, RIA, Practice Management, Retirement Plan..., Qualified Retirement..., Business Coaching, Relationship Management, Broker-Dealer
Education
Duke University 2006 — 2007
Certificate, Financial Planning
Emory University 1980 — 1984
BA, International Studies
Commonwealth Financial Network March 2011 - Present
Cafaro Greenleaf January 2008 - March 2011
Register & Akers Investments January 2005 - January 2007
The Bank of New York Mellon 2007 - 2007
Astrop Advisory Corporation 2003 - 2005
Specialty Foods International 1998 - 2003
Investors Financial Group (Now ING) 1997 - 1998
Sterne Agee 1993 - 1998
Alex Brown & Sons Incorporated 1985 - 1993
Merrill Lynch 1983 - 1985
Skills
Retirement Planning, 401k, Financial Services, Marketing, Employee Benefits, Strategic Planning, ERISA, Product Management, Product Development, Positioning, Social Media, Defined Contribution, B2B Marketing Strategy, Wealth Management, Investments, RIA, Practice Management, Retirement Plan..., Qualified Retirement..., Business Coaching, Relationship Management, Broker-Dealer
Education
Duke University 2006 — 2007
Certificate, Financial Planning
Emory University 1980 — 1984
BA, International Studies
TJ Jackson TJ Jackson's Sterne Agee Experience October 2002 - September 2007
Job Compliance Project Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Bank 2013 - Present
Regions Bank March 2013 - September 2013
Regions Bank February 2012 - March 2013
Bank of America June 2011 - February 2012
Wells Fargo March 2010 - June 2011
Wells Fargo April 2009 - March 2010
Wachovia, A Wells Fargo Company September 2007 - April 2009
Sterne Agee October 2002 - September 2007
Alabama Telco Credit Union August 2001 - October 2002
Skills
Risk Management, Operational Risk..., Treasury Management, Change Management, Banking, SharePoint, Operational Risk, Auditing, Governance, Basel II, Software Documentation, Internal Audit, Management, Retail Banking, Financial Risk
Education
Alabama Agricultural and Mechanical University 1997 — 2001
BS, Finance
Regions Bank 2013 - Present
Regions Bank March 2013 - September 2013
Regions Bank February 2012 - March 2013
Bank of America June 2011 - February 2012
Wells Fargo March 2010 - June 2011
Wells Fargo April 2009 - March 2010
Wachovia, A Wells Fargo Company September 2007 - April 2009
Sterne Agee October 2002 - September 2007
Alabama Telco Credit Union August 2001 - October 2002
Skills
Risk Management, Operational Risk..., Treasury Management, Change Management, Banking, SharePoint, Operational Risk, Auditing, Governance, Basel II, Software Documentation, Internal Audit, Management, Retail Banking, Financial Risk
Education
Alabama Agricultural and Mechanical University 1997 — 2001
BS, Finance
Eva Yang, JD, CAMs Eva Yang, JD, CAMs's Sterne Agee Experience June 2009 - September 2011
Job IPSA AML Consultant
Industry Financial Services
Experience
WeiserMazars LLP July 2014 - September 2014
Michael Page September 2013 - October 2013
Navigant May 2013 - September 2013
Crowe Horwath March 2013 - May 2013
MetLife 2011 - 2012
Sterne Agee June 2009 - September 2011
Mortgages Ltd February 2006 - February 2009
MassMutual December 2004 - February 2006
SunAmerica Securities (AIG Advisor Group) November 1995 - December 2004
Skills
Compliance Operations, Supervision, AML, Project Management, Training, Mortgage compliance, Insurance compliance, Rule 144/Penny Stock, KYC, Finance, FINRA, OFAC, Insurance, Series 7, USA PATRIOT Act, Banking, Internal Audit, Anti Money Laundering
Education
ASU, Jinan University, Novus Law School
Arizona State University
Master's degree, Business Administration and Management, General
Jinan University
Bachelor's degree, Foods, Nutrition, and Wellness Studies, General
Novus Law School
Doctor of Law (JD), Law
WeiserMazars LLP July 2014 - September 2014
Michael Page September 2013 - October 2013
Navigant May 2013 - September 2013
Crowe Horwath March 2013 - May 2013
MetLife 2011 - 2012
Sterne Agee June 2009 - September 2011
Mortgages Ltd February 2006 - February 2009
MassMutual December 2004 - February 2006
SunAmerica Securities (AIG Advisor Group) November 1995 - December 2004
Skills
Compliance Operations, Supervision, AML, Project Management, Training, Mortgage compliance, Insurance compliance, Rule 144/Penny Stock, KYC, Finance, FINRA, OFAC, Insurance, Series 7, USA PATRIOT Act, Banking, Internal Audit, Anti Money Laundering
Education
ASU, Jinan University, Novus Law School
Arizona State University
Master's degree, Business Administration and Management, General
Jinan University
Bachelor's degree, Foods, Nutrition, and Wellness Studies, General
Novus Law School
Doctor of Law (JD), Law
Vutha Bou Vutha Bou's Sterne Agee Experience April 2007 - Present
Job Margin Manager at Sterne Agee
Industry Financial Services
Experience
Sterne Agee April 2007 - Present
Sterne Agee October 2001 - April 2007
Sterne Agee November 1998 - October 2001
BI-LO Winn-Dixie Stores August 1996 - July 1997
Skills
Risk Management, Financial Analysis, Financial Reporting, Investments, Banking, Compliance, Bank Secrecy Act, Anti Money Laundering, Human Resources, Employee Training, Stock Market, Options Strategies
Education
Auburn University 1993 — 1996
Bachelor's Degree, Finance
George C Wallace State Community College-Selma 1992 — 1993
Associate's Degree, Academics Transfer Program
Sterne Agee April 2007 - Present
Sterne Agee October 2001 - April 2007
Sterne Agee November 1998 - October 2001
BI-LO Winn-Dixie Stores August 1996 - July 1997
Skills
Risk Management, Financial Analysis, Financial Reporting, Investments, Banking, Compliance, Bank Secrecy Act, Anti Money Laundering, Human Resources, Employee Training, Stock Market, Options Strategies
Education
Auburn University 1993 — 1996
Bachelor's Degree, Finance
George C Wallace State Community College-Selma 1992 — 1993
Associate's Degree, Academics Transfer Program
Luiz F. Franco Luiz F. Franco's Sterne Agee Experience June 2010 - June 2011
Job Associate at Avance International Capital
Industry Investment Banking
Experience
Avance International Capital August 2011 - Present
Sterne Agee June 2010 - June 2011
Bank of America May 2008 - June 2009
Skills
Investment Banking, International Sales, Consulting, Financial Analysis, Corporate Finance, International M&A, Cross-border M&A, M&A analysis, M&A execution, M&A Modeling, Debt & Equity Financing, Acquisitions, Mergers & Acquisitions, Business Valuation, Finance, M&A experience, Valuation, Financial Modeling, Bloomberg Terminal, Bloomberg, Private Equity, Equity Research, Financial Structuring, Emerging Markets, Capital Markets, DCF, Venture Capital, Equities, Derivatives, Capital Raising
Education
Miami Dade College
Associate of Arts (A.A.), Economics
Florida International University
Bachelor of Arts (B.A.), Economics
Avance International Capital August 2011 - Present
Sterne Agee June 2010 - June 2011
Bank of America May 2008 - June 2009
Skills
Investment Banking, International Sales, Consulting, Financial Analysis, Corporate Finance, International M&A, Cross-border M&A, M&A analysis, M&A execution, M&A Modeling, Debt & Equity Financing, Acquisitions, Mergers & Acquisitions, Business Valuation, Finance, M&A experience, Valuation, Financial Modeling, Bloomberg Terminal, Bloomberg, Private Equity, Equity Research, Financial Structuring, Emerging Markets, Capital Markets, DCF, Venture Capital, Equities, Derivatives, Capital Raising
Education
Miami Dade College
Associate of Arts (A.A.), Economics
Florida International University
Bachelor of Arts (B.A.), Economics
Catherine Bryan Catherine Bryan's Sterne Agee Experience October 2014 - Present
Job Dividend specialiast at Sterne Agee
Industry Banking
Experience
Sterne Agee October 2014 - Present
Mpower ministry July 2013 - Present
Variations August 2009 - Present
Brother Bryan Mission January 2005 - Present
Sterne Agee September 2013 - October 2014
Slocumb Law Firm, LLC May 2011 - August 2011
State Farm May 2010 - August 2010
Skills
Organization and..., Communication, PowerPoint, Event Planning, Leadership, Sales, Social Networking, Finance, Accounting, QuickBooks, Microsoft Word, Customer Service, Teamwork, Account Reconciliation, Microsoft Excel, Time Management, Microsoft Office
Education
Auburn University 2009 — 2013
Bachelor of Science (BS), Finance, General
Vestavia Hills High School 2005 — 2009
Sterne Agee October 2014 - Present
Mpower ministry July 2013 - Present
Variations August 2009 - Present
Brother Bryan Mission January 2005 - Present
Sterne Agee September 2013 - October 2014
Slocumb Law Firm, LLC May 2011 - August 2011
State Farm May 2010 - August 2010
Skills
Organization and..., Communication, PowerPoint, Event Planning, Leadership, Sales, Social Networking, Finance, Accounting, QuickBooks, Microsoft Word, Customer Service, Teamwork, Account Reconciliation, Microsoft Excel, Time Management, Microsoft Office
Education
Auburn University 2009 — 2013
Bachelor of Science (BS), Finance, General
Vestavia Hills High School 2005 — 2009
Nitin Chhabra, FCAS's Sterne Agee Experience June 2010 - Present
Job VP & Equity Research Analyst at Sterne Agee
Industry Financial Services
Experience
Sterne Agee June 2010 - Present
Towers Watson September 2006 - May 2010
Liberty Mutual Insurance September 2002 - August 2006
Towers Perrin August 1999 - August 2002
Education
Boston University 1995 — 1999
BA, Mathematics
Fellow of the Casualty Actuarial Society
Sterne Agee June 2010 - Present
Towers Watson September 2006 - May 2010
Liberty Mutual Insurance September 2002 - August 2006
Towers Perrin August 1999 - August 2002
Education
Boston University 1995 — 1999
BA, Mathematics
Fellow of the Casualty Actuarial Society
Ian Hollander Ian Hollander's Sterne Agee Experience January 2011 - March 2011
Job Equity Trader at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
UBS Wealth Management March 2011 - July 2011
Sterne Agee January 2011 - March 2011
Pacific Wealth Group November 2010 - February 2011
Wells Fargo Advisors May 2009 - November 2010
Education
Bucknell University 2005 — 2009
Bachelors of Arts, Economics, Political Science
The Kinkaid School
SunTrust Robinson Humphrey July 2011 - Present
UBS Wealth Management March 2011 - July 2011
Sterne Agee January 2011 - March 2011
Pacific Wealth Group November 2010 - February 2011
Wells Fargo Advisors May 2009 - November 2010
Education
Bucknell University 2005 — 2009
Bachelors of Arts, Economics, Political Science
The Kinkaid School
Lexa Laing Lexa Laing's Sterne Agee Experience January 2001 - July 2002
Job Director Content Operations at Discovery Communications
Industry Entertainment
Experience
Discovery Communications June 2012 - Present
Discovery Communications December 2010 - June 2012
Discovery Communications December 2009 - December 2010
Discovery Communications 2003 - March 2010
Discovery Communications February 2003 - 2006
Sterne Agee January 2001 - July 2002
ING September 1996 - December 2000
Skills
Television, Strategic Planning, Business Analysis, Market Research, Process Improvement, Management Consulting, New Business Development, Contract Management, Management, Analytics, Business Intelligence, Business Process, Strategic Partnerships, Analysis, Strategy, Broadcast
Education
Florida Atlantic University 1991 — 1996
Bachelor of Science (B.S.), International Business & Finance
Florida Atlantic University
Discovery Communications June 2012 - Present
Discovery Communications December 2010 - June 2012
Discovery Communications December 2009 - December 2010
Discovery Communications 2003 - March 2010
Discovery Communications February 2003 - 2006
Sterne Agee January 2001 - July 2002
ING September 1996 - December 2000
Skills
Television, Strategic Planning, Business Analysis, Market Research, Process Improvement, Management Consulting, New Business Development, Contract Management, Management, Analytics, Business Intelligence, Business Process, Strategic Partnerships, Analysis, Strategy, Broadcast
Education
Florida Atlantic University 1991 — 1996
Bachelor of Science (B.S.), International Business & Finance
Florida Atlantic University
Clara Schoen Clara Schoen's Sterne Agee Experience October 2009 - February 2010
Job HR Coordinator at CTS, Inc.
Industry Human Resources
Experience
CTS, Inc. July 2011 - January 2013
Children's Hospital March 2010 - July 2011
Sterne Agee October 2009 - February 2010
East Alabama Medical Center January 2009 - April 2009
Skills
Training & Development, New Hire Orientation, Performance Reviews, Employee Relations, Recruiting, FMLA, Performance Management, Human Resources, Employee Orientations, Onboarding, Leadership Development
Education
Auburn University 2005 — 2009
BSBA, Human Resource Management
CTS, Inc. July 2011 - January 2013
Children's Hospital March 2010 - July 2011
Sterne Agee October 2009 - February 2010
East Alabama Medical Center January 2009 - April 2009
Skills
Training & Development, New Hire Orientation, Performance Reviews, Employee Relations, Recruiting, FMLA, Performance Management, Human Resources, Employee Orientations, Onboarding, Leadership Development
Education
Auburn University 2005 — 2009
BSBA, Human Resource Management
Sharon Beiswenger Sharon Beiswenger's Sterne Agee Experience January 1991 - Present
Job Sterne Agee
Industry Financial Services
Experience
Sterne Agee January 1991 - Present
Southern Research Institute March 1986 - January 1991
Gundle Lining March 1985 - February 1986
Moore Paper Company February 1984 - February 1985
Skills
Accounting, Financial Reporting, SEC filings, Securities, Due Diligence, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Tax, Accounts Receivable, Corporate Finance, Financial Analysis, General Ledger, Corporate Governance, Financial Statements, Financial Modeling, Strategic Financial..., Series 7, Management Accounting, Variance Analysis, Enterprise Risk..., Internal audit, Compliance, SEC Filings, Financial Planning, Internal Audit
Education
Auburn University 1978 — 1980
BSBA, Accounting
Enterprise State Community College 1976 — 1978
Associate of Science (AS), Business Administration and Management, General
Sterne Agee January 1991 - Present
Southern Research Institute March 1986 - January 1991
Gundle Lining March 1985 - February 1986
Moore Paper Company February 1984 - February 1985
Skills
Accounting, Financial Reporting, SEC filings, Securities, Due Diligence, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Tax, Accounts Receivable, Corporate Finance, Financial Analysis, General Ledger, Corporate Governance, Financial Statements, Financial Modeling, Strategic Financial..., Series 7, Management Accounting, Variance Analysis, Enterprise Risk..., Internal audit, Compliance, SEC Filings, Financial Planning, Internal Audit
Education
Auburn University 1978 — 1980
BSBA, Accounting
Enterprise State Community College 1976 — 1978
Associate of Science (AS), Business Administration and Management, General
Pat Furlong's Sterne Agee Experience December 2014 - April 2015
Job New Business Development ★
Industry Financial Services
Experience
Furlong Municipal Advisors, Inc. June 2015 - Present
Sterne Agee December 2014 - April 2015
RBC Capital Markets 2002 - 2011
Skills
New Business Development, Market Share Expansion, Relationship Building, Key Client Relationships, Client Relations, Client Relationships..., High-end Sales, Revenue & Profit Growth, Account Management, Key Account Acquisition..., Sales Closings, Market Penetration, Market Analysis, Persuasive Presentations, Contract Negotiation, Post-sales Support, Repeat Business, Customer Service, Entrepreneurship, Key Performance..., Benchmarking, Complex Sales, Complex Transactions, Sales & Marketing..., Strategic Thinking, Strategic Leadership, Solution Selling, Consultative Selling, Finance, Debt Restructuring, Persuasion
Education
Boston University Questrom School of Business 1979 — 1982
Bachelor's degree, Accounting and Finance
Boston University - School of Management 1976 — 1980
Bachelor's Degree, Finance
Furlong Municipal Advisors, Inc. June 2015 - Present
Sterne Agee December 2014 - April 2015
RBC Capital Markets 2002 - 2011
Skills
New Business Development, Market Share Expansion, Relationship Building, Key Client Relationships, Client Relations, Client Relationships..., High-end Sales, Revenue & Profit Growth, Account Management, Key Account Acquisition..., Sales Closings, Market Penetration, Market Analysis, Persuasive Presentations, Contract Negotiation, Post-sales Support, Repeat Business, Customer Service, Entrepreneurship, Key Performance..., Benchmarking, Complex Sales, Complex Transactions, Sales & Marketing..., Strategic Thinking, Strategic Leadership, Solution Selling, Consultative Selling, Finance, Debt Restructuring, Persuasion
Education
Boston University Questrom School of Business 1979 — 1982
Bachelor's degree, Accounting and Finance
Boston University - School of Management 1976 — 1980
Bachelor's Degree, Finance
Erik Zwick, CFA Erik Zwick, CFA's Sterne Agee Experience April 2014 - March 2015
Job Senior Research Analyst at Stephens, Inc.
Industry Financial Services
Experience
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
David Kusiel David Kusiel's Sterne Agee Experience February 1993 - May 2000
Job Sr. VP Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Morgan Stanley May 2000 - February 2009
Sterne Agee February 1993 - May 2000
Skills
Wealth Management, Management Consulting, Investments, Financial Analysis, Hedge Funds, Asset Managment, Asset Management, Equities, Strategy, Capital Markets
Education
Emory University 1980 — 1984
Emory University - Goizueta Business School 1980 — 1984
BBA
UBS Wealth Management February 2009 - Present
Morgan Stanley May 2000 - February 2009
Sterne Agee February 1993 - May 2000
Skills
Wealth Management, Management Consulting, Investments, Financial Analysis, Hedge Funds, Asset Managment, Asset Management, Equities, Strategy, Capital Markets
Education
Emory University 1980 — 1984
Emory University - Goizueta Business School 1980 — 1984
BBA
Yi Fu Lee Yi Fu Lee's Sterne Agee Experience March 2015 - Present
Job Equity/Investment Research at Sterne Agee CRT Capital Group LLC
Industry Investment Management
Experience
Sterne Agee March 2015 - Present
Novidam Capital April 2014 - March 2015
Canaan Partners August 2013 - March 2014
PricewaterhouseCoopers Advisory LLC December 2010 - August 2013
PwC January 2005 - November 2010
Bloomberg LP June 2004 - August 2004
Deloitte July 2004 - July 2004
IBM January 2003 - August 2003
KPMG June 2003 - June 2003
Skills
Due Diligence, Private Equity, Accounting, Assurance, Financial Modeling, Internal Controls, Valuation, CPA, Microsoft Excel, US GAAP, Auditing, Financial Analysis, Capital Markets, Financial Services, Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Derivatives, Mergers, Bloomberg, Equity Research, Credit Analysis, Fundamental Analysis, Investment Management, Investment Analysis, Investment Research
Education
State University of New York at Binghamton
B.S., Finance and Accounting, graduated with honors
Sterne Agee March 2015 - Present
Novidam Capital April 2014 - March 2015
Canaan Partners August 2013 - March 2014
PricewaterhouseCoopers Advisory LLC December 2010 - August 2013
PwC January 2005 - November 2010
Bloomberg LP June 2004 - August 2004
Deloitte July 2004 - July 2004
IBM January 2003 - August 2003
KPMG June 2003 - June 2003
Skills
Due Diligence, Private Equity, Accounting, Assurance, Financial Modeling, Internal Controls, Valuation, CPA, Microsoft Excel, US GAAP, Auditing, Financial Analysis, Capital Markets, Financial Services, Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Derivatives, Mergers, Bloomberg, Equity Research, Credit Analysis, Fundamental Analysis, Investment Management, Investment Analysis, Investment Research
Education
State University of New York at Binghamton
B.S., Finance and Accounting, graduated with honors
George Laventis George Laventis's Sterne Agee Experience May 2011 - August 2011
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Wainwright Laventis June 2013 - August 2013
Invesco May 2012 - August 2012
Sterne Agee May 2011 - August 2011
Jos. A. Bank Clothiers December 2010 - January 2011
Skills
Stata, Spanish, Econometrics, Teaching, Mathematics, Statistics, Quantitative Finance
Education
Centre College 2010 — 2014
Bachelor of Science (B.S.), Financial Economics and Mathematics
University College London, U. of London 2013 — 2013
Economics
St. Xavier High School 2006 — 2010
Wainwright Laventis June 2013 - August 2013
Invesco May 2012 - August 2012
Sterne Agee May 2011 - August 2011
Jos. A. Bank Clothiers December 2010 - January 2011
Skills
Stata, Spanish, Econometrics, Teaching, Mathematics, Statistics, Quantitative Finance
Education
Centre College 2010 — 2014
Bachelor of Science (B.S.), Financial Economics and Mathematics
University College London, U. of London 2013 — 2013
Economics
St. Xavier High School 2006 — 2010
Steve Boswell Steve Boswell's Sterne Agee Experience August 2012 - August 2014
Job Technical Sales Engineer at Keyence
Industry Mechanical or Industrial Engineering
Experience
Keyence September 2014 - Present
Sterne Agee August 2012 - August 2014
Chengdu Ejia Insurance Agency Co, Ltd May 2012 - June 2012
Auburn University January 2009 - May 2012
Northwestern Mutual January 2009 - December 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, PowerPoint, Financial Analysis, Access, Financial Reporting, Accounting, Outlook, Leadership, Customer Service
Education
Auburn University 2008 — 2012
BS, Accounting
Hoover High School 2004 — 2008
Class of 08
Keyence September 2014 - Present
Sterne Agee August 2012 - August 2014
Chengdu Ejia Insurance Agency Co, Ltd May 2012 - June 2012
Auburn University January 2009 - May 2012
Northwestern Mutual January 2009 - December 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, PowerPoint, Financial Analysis, Access, Financial Reporting, Accounting, Outlook, Leadership, Customer Service
Education
Auburn University 2008 — 2012
BS, Accounting
Hoover High School 2004 — 2008
Class of 08
Clark Hubbard Clark Hubbard's Sterne Agee Experience May 1990 - July 1998
Job Rector at St. Elizabeth's
Industry Religious Institutions
Experience
St. Elizabeth's October 2005 - Present
St. Bartholomew's July 2001 - September 2005
Trinity School for Ministry August 1998 - May 2001
Sterne Agee May 1990 - July 1998
The Equitable Life Assurance September 1989 - April 1990
Central Bank of the South 1984 - 1989
Skills
Pastoral Care, Preaching, Teaching, Liturgy, Church Events, Theology, Youth Ministry, Spiritual Direction, Gospel, Biblical Studies, Religion, Pastoral Counseling, Discipleship, Church Growth, Leadership Development, Missions, Evangelism, Religious Studies, Pastoral, Bible, Apologetics, Chaplaincy, Bible Study, Philosophy of Religion, Pastors, Expository Preaching, Religious Education, Stewardship, Church Administration, Biblical Teaching, Hermeneutics, Christian Theology, Retreat Leader, Practical Theology, Church History, Pastoral Theology, Grief Counseling, Campus Ministry
Education
Trinity School for Ministry 2002 — 2011
D. Min., seminary
Trinity Episcopal School for Ministry 1998 — 2001
M. Div., Seminary
Auburn University at Montgomery 1980 — 1984
M.S., Psychology
The Johns Hopkins University 1970 — 1974
B. A., Humanities
St. Elizabeth's October 2005 - Present
St. Bartholomew's July 2001 - September 2005
Trinity School for Ministry August 1998 - May 2001
Sterne Agee May 1990 - July 1998
The Equitable Life Assurance September 1989 - April 1990
Central Bank of the South 1984 - 1989
Skills
Pastoral Care, Preaching, Teaching, Liturgy, Church Events, Theology, Youth Ministry, Spiritual Direction, Gospel, Biblical Studies, Religion, Pastoral Counseling, Discipleship, Church Growth, Leadership Development, Missions, Evangelism, Religious Studies, Pastoral, Bible, Apologetics, Chaplaincy, Bible Study, Philosophy of Religion, Pastors, Expository Preaching, Religious Education, Stewardship, Church Administration, Biblical Teaching, Hermeneutics, Christian Theology, Retreat Leader, Practical Theology, Church History, Pastoral Theology, Grief Counseling, Campus Ministry
Education
Trinity School for Ministry 2002 — 2011
D. Min., seminary
Trinity Episcopal School for Ministry 1998 — 2001
M. Div., Seminary
Auburn University at Montgomery 1980 — 1984
M.S., Psychology
The Johns Hopkins University 1970 — 1974
B. A., Humanities
Allan Jean's Sterne Agee Experience May 2014 - July 2015
Job Director of Mutual Conversions at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2014 - July 2015
Keefe, Bruyette & Woods, Inc. April 2007 - May 2014
Crowe Horwath LLP 1987 - 2007
Skills
Financial Institutions, Sarbanes-Oxley Act, Security, IT Audit, SAS70, Auditing, Internal Controls, COSO, Risk Management, Mergers & Acquisitions, Internal Audit, Enterprise Risk...
Education
Ferris State University 1984 — 1986
BS, Computer Information Systems
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2014 - July 2015
Keefe, Bruyette & Woods, Inc. April 2007 - May 2014
Crowe Horwath LLP 1987 - 2007
Skills
Financial Institutions, Sarbanes-Oxley Act, Security, IT Audit, SAS70, Auditing, Internal Controls, COSO, Risk Management, Mergers & Acquisitions, Internal Audit, Enterprise Risk...
Education
Ferris State University 1984 — 1986
BS, Computer Information Systems
Tom VanBuskirk, CFA Tom VanBuskirk, CFA's Sterne Agee Experience August 2009 - July 2010
Job Capital Markets Analyst at National Association of Insurance Commissioners (NAIC)
Industry Capital Markets
Experience
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
Andrew Kennedy's Sterne Agee Experience October 2011 - July 2015
Job Senior VP, Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2015 - Present
Sterne Agee October 2011 - July 2015
Madison Williams and Company February 2010 - October 2011
Oppenheimer & Co. 2005 - 2010
IRG Research October 2002 - June 2005
Skills
Capital Markets, Equities, Trading, Financial Markets, Series 7, Equity Research, Investments, Series 63, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Financial Services, Risk Management, Corporate Finance, Investment Management, Trading Systems, Financial Modeling, Equity Trading, Financial Analysis, Bonds, Investment Banking, Options, FX Options, Derivatives, Asset Management, ETFs, Securities
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance & International Business
Lafayette College 1993 — 1997
BA, International Affairs
Wedbush Securities September 2015 - Present
Sterne Agee October 2011 - July 2015
Madison Williams and Company February 2010 - October 2011
Oppenheimer & Co. 2005 - 2010
IRG Research October 2002 - June 2005
Skills
Capital Markets, Equities, Trading, Financial Markets, Series 7, Equity Research, Investments, Series 63, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Financial Services, Risk Management, Corporate Finance, Investment Management, Trading Systems, Financial Modeling, Equity Trading, Financial Analysis, Bonds, Investment Banking, Options, FX Options, Derivatives, Asset Management, ETFs, Securities
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance & International Business
Lafayette College 1993 — 1997
BA, International Affairs
Andrew Minora, CFA Andrew Minora, CFA's Sterne Agee Experience September 2014 - March 2015
Job Equity Research Associate Media and Entertainment
Industry Financial Services
Experience
CLSA March 2015 - Present
Sterne Agee September 2014 - March 2015
AIG October 2013 - September 2014
AIG April 2012 - October 2013
AIG July 2010 - April 2012
Citco Fund Services October 2006 - July 2010
State Street Bank September 2004 - September 2006
Skills
Bloomberg, Financial Modeling, Business Analysis, Analysis, Accounting, Data Analysis, Risk Management, Financial Analysis, Insurance, Microsoft Office 2007, Financial Risk, Financial Reporting, Financial Services, Pivot Tables, Access, Vlookup, Fixed Income, Process Improvement, Credit Research, Sustainable Energy, Sustainability, Series 7, Series 63, Series 86, Series 87
Education
Columbia University in the City of New York 2013 — 2016
Master of Science (MS), Sustainability Management
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Economics
Scranton Prep
CLSA March 2015 - Present
Sterne Agee September 2014 - March 2015
AIG October 2013 - September 2014
AIG April 2012 - October 2013
AIG July 2010 - April 2012
Citco Fund Services October 2006 - July 2010
State Street Bank September 2004 - September 2006
Skills
Bloomberg, Financial Modeling, Business Analysis, Analysis, Accounting, Data Analysis, Risk Management, Financial Analysis, Insurance, Microsoft Office 2007, Financial Risk, Financial Reporting, Financial Services, Pivot Tables, Access, Vlookup, Fixed Income, Process Improvement, Credit Research, Sustainable Energy, Sustainability, Series 7, Series 63, Series 86, Series 87
Education
Columbia University in the City of New York 2013 — 2016
Master of Science (MS), Sustainability Management
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Economics
Scranton Prep
Craig Hymowitz's Sterne Agee Experience September 2010 - January 2014
Job Of Counsel at Rumberger, Kirk & Caldwell
Industry Legal Services
Experience
COR Clearing LLC January 2014 - May 2015
Sterne Agee September 2010 - January 2014
RPost October 2009 - August 2010
Hymowitz Law April 2009 - August 2010
Blank Rome, LLP September 1999 - April 2009
U.S. Court of Federal Claims August 1998 - August 1999
The Center for the Study of Popular Culture 1994 - 1995
The Empowerment Network & Congressional Empowerment Caucus January 1993 - July 1993
Skills
Litigation, Commercial Litigation, Legal Writing, Arbitration, Corporate Law, Mediation, Securities Regulation, Corporate Governance, Anti-Money Laundering..., Internal Investigations, Risk Management, Dispute Resolution, Trials, Legal Advice, Anti Money Laundering, AML, Securities, Intellectual Property, Due Diligence, Legal Issues, Bankruptcy, Appeals, Administrative Law, Class Actions, Regulations, Litigation Management, Contract Negotiation, USA PATRIOT Act, Privacy Law, Joint Ventures, Legal Compliance, Banking Law, Private Equity, Election Law, OFAC / Economic..., Employment Law, Criminal Law, Licensing, Litigation Support, Corporate Finance, USA PATRIOT Act..., OFAC, Trade Secrets, Corporate Internal..., Securities Litigation, Competition Law, Editorial Writing
Education
University of Pennsylvania Law School 1995 — 1998
J.D.
Cornell University 1991 — 1994
Bachelor of Arts Cum Laude, Double Major: History and Government, Dean's List
Georgetown University - Fund for American Studies 1992 — 1992
Institute on Comparative Political and Economic Systems (ICPES)
COR Clearing LLC January 2014 - May 2015
Sterne Agee September 2010 - January 2014
RPost October 2009 - August 2010
Hymowitz Law April 2009 - August 2010
Blank Rome, LLP September 1999 - April 2009
U.S. Court of Federal Claims August 1998 - August 1999
The Center for the Study of Popular Culture 1994 - 1995
The Empowerment Network & Congressional Empowerment Caucus January 1993 - July 1993
Skills
Litigation, Commercial Litigation, Legal Writing, Arbitration, Corporate Law, Mediation, Securities Regulation, Corporate Governance, Anti-Money Laundering..., Internal Investigations, Risk Management, Dispute Resolution, Trials, Legal Advice, Anti Money Laundering, AML, Securities, Intellectual Property, Due Diligence, Legal Issues, Bankruptcy, Appeals, Administrative Law, Class Actions, Regulations, Litigation Management, Contract Negotiation, USA PATRIOT Act, Privacy Law, Joint Ventures, Legal Compliance, Banking Law, Private Equity, Election Law, OFAC / Economic..., Employment Law, Criminal Law, Licensing, Litigation Support, Corporate Finance, USA PATRIOT Act..., OFAC, Trade Secrets, Corporate Internal..., Securities Litigation, Competition Law, Editorial Writing
Education
University of Pennsylvania Law School 1995 — 1998
J.D.
Cornell University 1991 — 1994
Bachelor of Arts Cum Laude, Double Major: History and Government, Dean's List
Georgetown University - Fund for American Studies 1992 — 1992
Institute on Comparative Political and Economic Systems (ICPES)
Chris Fetchet Chris Fetchet's Sterne Agee Experience July 2011 - August 2011
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Maxim Group July 2012 - August 2014
CRT Capital Group February 2012 - August 2012
Sterne Agee July 2011 - August 2011
Keefe, Bruyette & Woods June 2009 - August 2009
CB Richard Ellis June 2008 - August 2008
Skills
Series 7, Series 63, Financial Services, Finance, Institutional, Fixed Income, Equities, Bloomberg, Hedge Funds
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics
OppenheimerFunds April 2015 - Present
Maxim Group July 2012 - August 2014
CRT Capital Group February 2012 - August 2012
Sterne Agee July 2011 - August 2011
Keefe, Bruyette & Woods June 2009 - August 2009
CB Richard Ellis June 2008 - August 2008
Skills
Series 7, Series 63, Financial Services, Finance, Institutional, Fixed Income, Equities, Bloomberg, Hedge Funds
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics
Tomas Benitez-Rionda's Sterne Agee Experience November 2010 - January 2012
Job
Industry Real Estate
Experience
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
Tom Miller Tom Miller's Sterne Agee Experience October 2014 - June 2015
Job Seasoned Financial Services and Technology Executive
Industry Financial Services
Experience
Sterne Agee October 2014 - June 2015
Thomson Reuters March 2013 - July 2014
Cortview Capital Holdings Inc / Pierpont Securities March 2012 - March 2013
South Street Securities LLC March 2010 - March 2012
Matrix Applications LLC November 2009 - March 2012
Franklin Templeton September 2007 - October 2009
Bloomberg June 1997 - September 2007
Bankers Trust July 1994 - February 1997
Citicorp June 1986 - July 1994
Skills
Portfolio Management, Financial Modeling, Hedging, Fixed Income Analysis, Team Management, Photography, Fixed Income, Bloomberg, Equities, Electronic Trading, Financial Markets, Market Data, Trading Systems, Hedge Funds, Derivatives, Trading, Financial Risk, Securities, Commodity, Structured Finance, Equity Derivatives, Funding, Finance, Asset Allocation, Capital Markets, Money Market, Options, Foreign Exchange, New Business Development, Entrepreneurship, Cycling, Product Management
Education
Carnegie Mellon University 1982 — 1986
B.S, Industrial Management
Sterne Agee October 2014 - June 2015
Thomson Reuters March 2013 - July 2014
Cortview Capital Holdings Inc / Pierpont Securities March 2012 - March 2013
South Street Securities LLC March 2010 - March 2012
Matrix Applications LLC November 2009 - March 2012
Franklin Templeton September 2007 - October 2009
Bloomberg June 1997 - September 2007
Bankers Trust July 1994 - February 1997
Citicorp June 1986 - July 1994
Skills
Portfolio Management, Financial Modeling, Hedging, Fixed Income Analysis, Team Management, Photography, Fixed Income, Bloomberg, Equities, Electronic Trading, Financial Markets, Market Data, Trading Systems, Hedge Funds, Derivatives, Trading, Financial Risk, Securities, Commodity, Structured Finance, Equity Derivatives, Funding, Finance, Asset Allocation, Capital Markets, Money Market, Options, Foreign Exchange, New Business Development, Entrepreneurship, Cycling, Product Management
Education
Carnegie Mellon University 1982 — 1986
B.S, Industrial Management
Katie Garner's Sterne Agee Experience June 2014 - August 2015
Job Account Analyst at Hospicelink
Industry Hospital & Health Care
Experience
Hospicelink August 2015 - Present
Sterne Agee June 2014 - August 2015
Hodges Vineyard and Winery May 2013 - May 2014
Pier One Imports February 2013 - November 2013
Smoothie King (SKFI) May 2012 - November 2012
Superior Kitchens LLC May 2011 - August 2011
Defense Acquisition University June 2010 - August 2010
First Protective October 2009 - May 2010
Skills
Advanced Mathematics, Social Media Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Filing, PowerPoint, Calculus, Customer Service, Marketing, Facebook, Sales Operations, Statistics, Administrative Work, Matlab, Differential Equations, Data Compression, Logical Thinker, Organization, Self-starter, Ethical Leadership, Communication Skills, Administration, Communication
Education
Auburn University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Hospicelink August 2015 - Present
Sterne Agee June 2014 - August 2015
Hodges Vineyard and Winery May 2013 - May 2014
Pier One Imports February 2013 - November 2013
Smoothie King (SKFI) May 2012 - November 2012
Superior Kitchens LLC May 2011 - August 2011
Defense Acquisition University June 2010 - August 2010
First Protective October 2009 - May 2010
Skills
Advanced Mathematics, Social Media Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Filing, PowerPoint, Calculus, Customer Service, Marketing, Facebook, Sales Operations, Statistics, Administrative Work, Matlab, Differential Equations, Data Compression, Logical Thinker, Organization, Self-starter, Ethical Leadership, Communication Skills, Administration, Communication
Education
Auburn University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Jason Diamond's Sterne Agee Experience June 2014 - August 2014
Job Markets Group Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch July 2015 - Present
Sterne Agee June 2014 - August 2014
Dynasty Financial Partners June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Superior Court of New Jersey May 2011 - July 2011
Skills
Mathematics, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Data Analysis, Leadership, Research, Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Kearney Turner's Sterne Agee Experience June 2014 - August 2014
Job Associate, Oxeon Partners
Industry Hospital & Health Care
Experience
Oxeon Partners 2015 - Present
Sterne Agee June 2014 - August 2014
www.theherst.com August 2012 - January 2014
Nike Communications, Inc. May 2013 - August 2013
Gabriel deGrood Bendt 2013 - 2013
Wells Fargo Advisors May 2012 - August 2012
Hillcrest Capital Partner June 2011 - August 2011
Skills
Private Equity, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Advertising, Business Development, Start-ups, Blogging, Entrepreneurship, Social Networking, Marketing, Social Media Marketing, Marketing Communications
Education
Amherst College 2011 — 2015
Bachelor's degree, Psychology; Sociology
Amherst College
Oxeon Partners 2015 - Present
Sterne Agee June 2014 - August 2014
www.theherst.com August 2012 - January 2014
Nike Communications, Inc. May 2013 - August 2013
Gabriel deGrood Bendt 2013 - 2013
Wells Fargo Advisors May 2012 - August 2012
Hillcrest Capital Partner June 2011 - August 2011
Skills
Private Equity, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Advertising, Business Development, Start-ups, Blogging, Entrepreneurship, Social Networking, Marketing, Social Media Marketing, Marketing Communications
Education
Amherst College 2011 — 2015
Bachelor's degree, Psychology; Sociology
Amherst College
Mary Margaret Meehan Mary Margaret Meehan's Sterne Agee Experience June 2014 - July 2014
Job Student at Columbia University in the City of New York
Industry Financial Services
Experience
Columbia University in the City of New York September 2011 - May 2015
Columbia University in the City of New York September 2013 - September 2014
Sterne Agee June 2014 - July 2014
Skills
Microsoft Office, Research, Social Media, Photoshop, Public Speaking, Data Analysis, Microsoft Excel, Editing, PowerPoint
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.) (Cum Laude), American Studies and Business Management, 3.8/4.0
Westover School 2007 — 2011
High School
Columbia University in the City of New York September 2011 - May 2015
Columbia University in the City of New York September 2013 - September 2014
Sterne Agee June 2014 - July 2014
Skills
Microsoft Office, Research, Social Media, Photoshop, Public Speaking, Data Analysis, Microsoft Excel, Editing, PowerPoint
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.) (Cum Laude), American Studies and Business Management, 3.8/4.0
Westover School 2007 — 2011
High School
Danae Boyd Danae Boyd's Sterne Agee Experience March 2014 - Present
Job Marketing Director at Sterne Agee
Industry Marketing and Advertising
Experience
Sterne Agee March 2014 - Present
Royal Cup Coffee October 2012 - March 2014
CMH Architects April 2011 - August 2012
Design Display November 2005 - April 2011
Skills
Marketing, Corporate Branding, Marketing Strategy, Brand Development, Sales, Adobe Creative Suite, Graphic Design, Management, Concept Development, Strategic Planning, Corporate Communications, Customer Service, Market Research, Advertising, Fire Breathing, Copywriting, Business Strategy..., Brand Awareness, Integrated Marketing, Public Relations, Creative Direction
Education
University of Alabama at Birmingham 2011 — 2012
MBA, Marketing
Auburn University 2000 — 2005
BS, Industrial Design - Product Design and Development
Sterne Agee March 2014 - Present
Royal Cup Coffee October 2012 - March 2014
CMH Architects April 2011 - August 2012
Design Display November 2005 - April 2011
Skills
Marketing, Corporate Branding, Marketing Strategy, Brand Development, Sales, Adobe Creative Suite, Graphic Design, Management, Concept Development, Strategic Planning, Corporate Communications, Customer Service, Market Research, Advertising, Fire Breathing, Copywriting, Business Strategy..., Brand Awareness, Integrated Marketing, Public Relations, Creative Direction
Education
University of Alabama at Birmingham 2011 — 2012
MBA, Marketing
Auburn University 2000 — 2005
BS, Industrial Design - Product Design and Development
Evan Stein Evan Stein's Sterne Agee Experience June 2006 - September 2006
Job Enhancing my clients collaboration experiences by integrating AV, UC, and Cloud
Industry Telecommunications
Experience
IVCi July 2013 - Present
Teliris January 2011 - June 2013
Teliris November 2009 - December 2010
Ausco Inc. 2008 - 2009
Sterne Agee June 2006 - September 2006
Skills
Telepresence, Managed Services, Video over IP, Video Conferencing, Interoperability, SIP, Pre-sales, Video Encoding, Unified Communications, AV, Video, Integration, Telecommunications, Streaming Media, IP, Enterprise Software, TCP/IP, VoIP, H.323, Cloud Computing, SaaS, MPLS, Data Center, Professional Services, Sales Engineering, Solution Selling, Go-to-market Strategy, Networking, Cisco Technologies, Polycom Video..., Channel Partners, Tandberg, Virtualization, Network Design, Network Architecture, Strategic Partnerships, Sales Enablement, QoS, Ethernet, Business Alliances, Product Management, WAN, Digital Signage, Network Security, Routing, Service Providers, Co-location
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
B.S., Mechanical Engineering
Columbia University in the City of New York 2005 — 2009
B.S., Mechanical Engineering
IVCi July 2013 - Present
Teliris January 2011 - June 2013
Teliris November 2009 - December 2010
Ausco Inc. 2008 - 2009
Sterne Agee June 2006 - September 2006
Skills
Telepresence, Managed Services, Video over IP, Video Conferencing, Interoperability, SIP, Pre-sales, Video Encoding, Unified Communications, AV, Video, Integration, Telecommunications, Streaming Media, IP, Enterprise Software, TCP/IP, VoIP, H.323, Cloud Computing, SaaS, MPLS, Data Center, Professional Services, Sales Engineering, Solution Selling, Go-to-market Strategy, Networking, Cisco Technologies, Polycom Video..., Channel Partners, Tandberg, Virtualization, Network Design, Network Architecture, Strategic Partnerships, Sales Enablement, QoS, Ethernet, Business Alliances, Product Management, WAN, Digital Signage, Network Security, Routing, Service Providers, Co-location
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
B.S., Mechanical Engineering
Columbia University in the City of New York 2005 — 2009
B.S., Mechanical Engineering
Hardy Andrews Hardy Andrews's Sterne Agee Experience June 2011 - September 2012
Job Law Clerk at Hickman, Goza & Spragins, PLLC
Industry Legal Services
Experience
Hickman, Goza & Spragins, PLLC July 2014 - Present
Sterne Agee June 2011 - September 2012
Wells Fargo Advisors May 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Legal Research, Microsoft Office
Education
University of Mississippi School of Law 2013 — 2016
Juris Doctor (J.D.), 3L
Campbell University 2009 — 2011
BBA, Trust and Wealth Management, Minor in Financial Planning
Hickman, Goza & Spragins, PLLC July 2014 - Present
Sterne Agee June 2011 - September 2012
Wells Fargo Advisors May 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Legal Research, Microsoft Office
Education
University of Mississippi School of Law 2013 — 2016
Juris Doctor (J.D.), 3L
Campbell University 2009 — 2011
BBA, Trust and Wealth Management, Minor in Financial Planning
Jerry Cline's Sterne Agee Experience June 2014 - Present
Job Director of Business Development Southeast Region
Industry Financial Services
Experience
Sterne Agee June 2014 - Present
WRP Investments March 2012 - Present
Capital Securities of America June 1994 - August 2009
Capital Securities of America June 1992 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics/History
Sterne Agee June 2014 - Present
WRP Investments March 2012 - Present
Capital Securities of America June 1994 - August 2009
Capital Securities of America June 1992 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics/History
John Paulsen, CFA John Paulsen, CFA's Sterne Agee Experience June 2013 - April 2015
Job Head of Research at Stonebridge Advisors
Industry Investment Management
Experience
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
Kee Goostree's Sterne Agee Experience September 1997 - August 2011
Job Assistant Investment Counselor at Leavell Investment Management, Inc.
Industry Financial Services
Experience
Leavell Investment Management September 2011 - Present
Sterne Agee September 1997 - August 2011
Regions Bank March 1992 - May 1997
Skills
Securities, Investments, Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Mutual Funds, Asset Management, Series 63, Equities, Investment Strategies, Hedge Funds, Investment Management
Education
Auburn University 1985 — 1988
Business Administration
Leavell Investment Management September 2011 - Present
Sterne Agee September 1997 - August 2011
Regions Bank March 1992 - May 1997
Skills
Securities, Investments, Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Mutual Funds, Asset Management, Series 63, Equities, Investment Strategies, Hedge Funds, Investment Management
Education
Auburn University 1985 — 1988
Business Administration
Brendan J. Keane's Sterne Agee Experience 2013 - May 2015
Job Managing Director, Head of Structured Finance Solutions at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee 2013 - May 2015
Gleacher & Company Securities, Inc. 2012 - 2013
CoreLogic 2008 - 2012
Credit Suisse 2000 - 2007
Prudential Financial 1995 - 2000
Moody's Investors Service 1991 - 1995
Milbank, Tweed, Hadley & McCloy LLP 1987 - 1991
Skills
Structured Finance, Specialty Finance, Investment Banking, Asset-backed..., Asset Backed Financing, Credit Risk, Analytics, Business Analysis, Credit Rating, Predictive Analytics, Product Management, Securities Regulation
Education
Albany Law School of Union University 1985 — 1988
Doctor of Law (J.D.)
State University of New York at Albany 1981 — 1985
Bachelor of Science (BS), Business Administration
Sterne Agee 2013 - May 2015
Gleacher & Company Securities, Inc. 2012 - 2013
CoreLogic 2008 - 2012
Credit Suisse 2000 - 2007
Prudential Financial 1995 - 2000
Moody's Investors Service 1991 - 1995
Milbank, Tweed, Hadley & McCloy LLP 1987 - 1991
Skills
Structured Finance, Specialty Finance, Investment Banking, Asset-backed..., Asset Backed Financing, Credit Risk, Analytics, Business Analysis, Credit Rating, Predictive Analytics, Product Management, Securities Regulation
Education
Albany Law School of Union University 1985 — 1988
Doctor of Law (J.D.)
State University of New York at Albany 1981 — 1985
Bachelor of Science (BS), Business Administration
Frank Casey's Sterne Agee Experience February 2010 - Present
Job Equity Sales Trading at Sterne Agee
Industry Financial Services
Experience
Sterne Agee February 2010 - Present
Skills
Investments, Trading
Education
Boston College 1992 — 1996
Bachelor's degree, Social studies
Sterne Agee February 2010 - Present
Skills
Investments, Trading
Education
Boston College 1992 — 1996
Bachelor's degree, Social studies
Raman Malik Raman Malik's Sterne Agee Experience June 2013 - August 2013
Job Business Analyst at MarketBridge
Industry Marketing and Advertising
Experience
MarketBridge July 2014 - Present
Sterne Agee June 2013 - August 2013
Sterne Agee June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Marketing Analytics, SQL, Leadership, Data Analysis, Public Speaking, Social Media, Tableau
Education
Colgate University 2010 — 2014
Bachelor's degree
Mountain Brook High School 2006 — 2010
MarketBridge July 2014 - Present
Sterne Agee June 2013 - August 2013
Sterne Agee June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Marketing Analytics, SQL, Leadership, Data Analysis, Public Speaking, Social Media, Tableau
Education
Colgate University 2010 — 2014
Bachelor's degree
Mountain Brook High School 2006 — 2010
Amy Kallman Amy Kallman's Sterne Agee Experience June 2013 - August 2013
Job Rotational Associate at Optoro
Industry Financial Services
Experience
Optoro July 2014 - Present
Brown University August 2010 - May 2014
Sterne Agee June 2013 - August 2013
Always A Bridesmaid June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Stata, Social Media, English, Economics
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Vesalius College 2012 — 2012
Business Administration and Management, General
Jefferson County International Baccalaureate School 2006 — 2010
Honors Dipolma, International Baccalaureate Dipolma
Optoro July 2014 - Present
Brown University August 2010 - May 2014
Sterne Agee June 2013 - August 2013
Always A Bridesmaid June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Stata, Social Media, English, Economics
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Vesalius College 2012 — 2012
Business Administration and Management, General
Jefferson County International Baccalaureate School 2006 — 2010
Honors Dipolma, International Baccalaureate Dipolma
Robin Buchanan Robin Buchanan's Sterne Agee Experience April 2013 - Present
Job Sr. SQL Server Database Administrator
Industry Financial Services
Experience
Sterne Agee April 2013 - Present
Emerson Network Power February 2011 - March 2013
Tampa Electric November 1997 - September 2010
Verizon Data Services February 1988 - November 1997
Skills
Microsoft SQL Server..., SQL SSIS, SSRS, SSMS, PowerShell, Window Failover..., SQL Server AlwaysOn
Education
ETI Technical College
Bachelor of Science (BS), Computer Science
Sharon High School
Sterne Agee April 2013 - Present
Emerson Network Power February 2011 - March 2013
Tampa Electric November 1997 - September 2010
Verizon Data Services February 1988 - November 1997
Skills
Microsoft SQL Server..., SQL SSIS, SSRS, SSMS, PowerShell, Window Failover..., SQL Server AlwaysOn
Education
ETI Technical College
Bachelor of Science (BS), Computer Science
Sharon High School
Alex McCrary Alex McCrary's Sterne Agee Experience July 2006 - June 2008
Job Project Manager at Alabama Power Company
Industry Utilities
Experience
Alabama Power Company March 2013 - Present
Southern Power Company August 2011 - March 2013
Regions Bank July 2010 - August 2011
Harbert Management Corporation May 2009 - August 2009
Sterne Agee July 2006 - June 2008
Sterne Agee July 2005 - July 2006
Skills
Private Equity, Finance, Financial Analysis, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
Auburn University, College of Business 2001 — 2005
BSBA, Finance
Alabama Power Company March 2013 - Present
Southern Power Company August 2011 - March 2013
Regions Bank July 2010 - August 2011
Harbert Management Corporation May 2009 - August 2009
Sterne Agee July 2006 - June 2008
Sterne Agee July 2005 - July 2006
Skills
Private Equity, Finance, Financial Analysis, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
Auburn University, College of Business 2001 — 2005
BSBA, Finance
Reed Minuth Reed Minuth's Sterne Agee Experience February 2011 - July 2011
Job Principal at Parallel Advisors, LLC
Industry Investment Management
Experience
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Peter F. Battaglia Peter F. Battaglia's Sterne Agee Experience March 2007 - March 2010
Job SALES TRADER AT BUCKMAN BUCKMAN AND REID
Industry Financial Services
Experience
Buckman Buckman & Reid October 2011 - Present
STANY 1995 - 2013
STANY 1995 - 2013
STANY 1995 - 2013
Vertical Capital Markets Group, LLC March 2009 - October 2011
Sterne Agee March 2007 - March 2010
NDB 1995 - 2002
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Excel, Microsoft Word, Blogging, Banking, Capital Markets, Electronic Trading, Business Strategy, Equity Trading, Financial Analysis, Financial Markets, New Business Development, Sales, Social Networking, Securities, Trading
Education
Hunter College 1976 — 1981
Bachelor of Arts (B.A.), Political Economy
Moore Catholic High School
Buckman Buckman & Reid October 2011 - Present
STANY 1995 - 2013
STANY 1995 - 2013
STANY 1995 - 2013
Vertical Capital Markets Group, LLC March 2009 - October 2011
Sterne Agee March 2007 - March 2010
NDB 1995 - 2002
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Excel, Microsoft Word, Blogging, Banking, Capital Markets, Electronic Trading, Business Strategy, Equity Trading, Financial Analysis, Financial Markets, New Business Development, Sales, Social Networking, Securities, Trading
Education
Hunter College 1976 — 1981
Bachelor of Arts (B.A.), Political Economy
Moore Catholic High School
Allyson Carney's Sterne Agee Experience April 2011 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Sterne Agee April 2011 - Present
Surface Logix March 2006 - June 2010
Praecis Pharmaceuticals 2003 - 2006
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Accounting, Pharmaceutical Industry, Financial Modeling, Strategy, Sales, Forecasting, Business Development, Management, Investments, Start-ups, Mergers & Acquisitions, Microsoft Excel, Leadership, Account Management, Series 7, Series 63, Portfolio Management
Education
Fitchburg State College 1998 — 2002
Sterne Agee April 2011 - Present
Surface Logix March 2006 - June 2010
Praecis Pharmaceuticals 2003 - 2006
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Accounting, Pharmaceutical Industry, Financial Modeling, Strategy, Sales, Forecasting, Business Development, Management, Investments, Start-ups, Mergers & Acquisitions, Microsoft Excel, Leadership, Account Management, Series 7, Series 63, Portfolio Management
Education
Fitchburg State College 1998 — 2002
Abhijit Pendyal's Sterne Agee Experience March 2009 - August 2009
Job Sales Engineer at Sauce Labs
Industry Information Technology and Services
Experience
Sauce Labs May 2014 - Present
Actuate June 2012 - May 2014
Brightidea July 2011 - June 2012
Wells Fargo October 2009 - October 2010
Sterne Agee March 2009 - August 2009
City College of San Francisco January 2006 - November 2008
Mahindra Satyam BPO April 2003 - June 2004
Skills
Technical Demonstrations, Pre/Post Sales Engineers, Sales Engineering, Solution Selling, Sales Presentations, Network Security, Webinar Development, Cloud Computing, Start-ups, CRM, Salesforce.com, Agile Methodologies, Visio, SQL, Cross-functional Team..., Databases, Leadership, Team Leadership, Java, Organizational..., Enterprise Software, SaaS, Management, Ruby on Rails, Python, Cucumber, RSpec, TCP/IP, Linux
Education
San Francisco State University, College of Business 2010 — 2012
Bachelor's, Management Information Systems
City College of San Francisco 2006 — 2010
Associate of Sciences, Science & Mathematics
Sauce Labs May 2014 - Present
Actuate June 2012 - May 2014
Brightidea July 2011 - June 2012
Wells Fargo October 2009 - October 2010
Sterne Agee March 2009 - August 2009
City College of San Francisco January 2006 - November 2008
Mahindra Satyam BPO April 2003 - June 2004
Skills
Technical Demonstrations, Pre/Post Sales Engineers, Sales Engineering, Solution Selling, Sales Presentations, Network Security, Webinar Development, Cloud Computing, Start-ups, CRM, Salesforce.com, Agile Methodologies, Visio, SQL, Cross-functional Team..., Databases, Leadership, Team Leadership, Java, Organizational..., Enterprise Software, SaaS, Management, Ruby on Rails, Python, Cucumber, RSpec, TCP/IP, Linux
Education
San Francisco State University, College of Business 2010 — 2012
Bachelor's, Management Information Systems
City College of San Francisco 2006 — 2010
Associate of Sciences, Science & Mathematics
Caitlin Howard's Sterne Agee Experience June 2014 - May 2015
Job Equity Research Associate at CRT Capital Group
Industry Banking
Experience
Sterne Agee CRT May 2015 - Present
Sterne Agee June 2014 - May 2015
Vanguard November 2013 - June 2014
Vanguard June 2013 - November 2013
TD May 2012 - August 2012
Salusubury World Refugee Charity September 2011 - December 2011
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Villanova University January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, PowerPoint, SharePoint, Management, Investments, Investment Research, Analysis, Valuation, Social Media, Financial Analysis, Equities, Financial Modeling, Research
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
City University (GB) 2011 — 2011
Study Abroad - Finance
Sterne Agee CRT May 2015 - Present
Sterne Agee June 2014 - May 2015
Vanguard November 2013 - June 2014
Vanguard June 2013 - November 2013
TD May 2012 - August 2012
Salusubury World Refugee Charity September 2011 - December 2011
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Villanova University January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, PowerPoint, SharePoint, Management, Investments, Investment Research, Analysis, Valuation, Social Media, Financial Analysis, Equities, Financial Modeling, Research
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
City University (GB) 2011 — 2011
Study Abroad - Finance
Mark Kelley's Sterne Agee Experience March 2011 - March 2012
Job VP Equity Research U.S. Internet at Barclays Investment Bank
Industry Financial Services
Experience
Barclays April 2012 - Present
Sterne Agee March 2011 - March 2012
Prime Analytics, LLC & UK Ltd. September 2001 - March 2011
Kottke Associates November 2006 - May 2007
Skills
Equities, Risk Management, Financial Analysis, Equity Research, Equity Options, Valuation, Financial Modeling, Bloomberg, Trading, Derivatives, Due Diligence, ThomsonOne, Series 7, Series 63, Series 86, Series 87, Microsoft Excel, Microsoft Office, Portfolio Management, Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
Benedictine University 2000 — 2002
BA, Communications
Butler University 1997 — 1999
Barclays April 2012 - Present
Sterne Agee March 2011 - March 2012
Prime Analytics, LLC & UK Ltd. September 2001 - March 2011
Kottke Associates November 2006 - May 2007
Skills
Equities, Risk Management, Financial Analysis, Equity Research, Equity Options, Valuation, Financial Modeling, Bloomberg, Trading, Derivatives, Due Diligence, ThomsonOne, Series 7, Series 63, Series 86, Series 87, Microsoft Excel, Microsoft Office, Portfolio Management, Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance
Benedictine University 2000 — 2002
BA, Communications
Butler University 1997 — 1999
Nancy Meigs Mills Nancy Meigs Mills's Sterne Agee Experience May 2010 - August 2010
Job Accountant at Cahaba Fitness
Industry Financial Services
Experience
Brook Valley October 2013 - Present
Cahaba Fitness July 2013 - Present
Little Professor Books May 2012 - November 2013
Simpson Plastering November 2011 - June 2012
Sterne Agee May 2010 - August 2010
Sterne Agee January 2006 - October 2009
Sterne Agee June 2005 - December 2005
Trillion May 2004 - June 2005
Trillion January 2003 - June 2005
SouthTrust Bank March 2002 - December 2002
Skills
Accounting, General Ledger, Payroll, Analysis, Financial Reporting, Financial Accounting, Financial Statements, Accounts Receivable, Microsoft Excel, Internal Audit, Accounts Payable, Account Reconciliation, QuickBooks, Financial Analysis, Tax Preparation
Education
University of Alabama 2001 — 2002
Birmingham-Southern College 1997 — 2001
Bachelors of Science, Accounting
St. Paul's 1994 — 1997
Brook Valley October 2013 - Present
Cahaba Fitness July 2013 - Present
Little Professor Books May 2012 - November 2013
Simpson Plastering November 2011 - June 2012
Sterne Agee May 2010 - August 2010
Sterne Agee January 2006 - October 2009
Sterne Agee June 2005 - December 2005
Trillion May 2004 - June 2005
Trillion January 2003 - June 2005
SouthTrust Bank March 2002 - December 2002
Skills
Accounting, General Ledger, Payroll, Analysis, Financial Reporting, Financial Accounting, Financial Statements, Accounts Receivable, Microsoft Excel, Internal Audit, Accounts Payable, Account Reconciliation, QuickBooks, Financial Analysis, Tax Preparation
Education
University of Alabama 2001 — 2002
Birmingham-Southern College 1997 — 2001
Bachelors of Science, Accounting
St. Paul's 1994 — 1997
Cameron Estes Cameron Estes's Sterne Agee Experience June 2013 - June 2015
Job Corporate Access at Sterne Agee
Industry Financial Services
Experience
Sterne Agee June 2013 - June 2015
Sterne Agee November 2011 - June 2012
Penha Longa a Ritz-Carlton Resort January 2011 - July 2011
Education
Glion Institute of Higher Education 2011 — 2012
Masters of Business Administration in International Hospitality & Service Industries with Leadership
Glion Institute of Higher Education 2010 — 2010
Post Graduate
Wake Forest University 2006 — 2010
BS
Mountain Brook High School 2003 — 2006
Sterne Agee June 2013 - June 2015
Sterne Agee November 2011 - June 2012
Penha Longa a Ritz-Carlton Resort January 2011 - July 2011
Education
Glion Institute of Higher Education 2011 — 2012
Masters of Business Administration in International Hospitality & Service Industries with Leadership
Glion Institute of Higher Education 2010 — 2010
Post Graduate
Wake Forest University 2006 — 2010
BS
Mountain Brook High School 2003 — 2006
Adam Robison's Sterne Agee Experience January 2011 - Present
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee January 2011 - Present
Chapdelaine Credit Partners July 2009 - January 2011
Merrill Lynch June 1999 - June 2009
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Claremont McKenna College 1995 — 1999
The Lawrenceville School
Sterne Agee January 2011 - Present
Chapdelaine Credit Partners July 2009 - January 2011
Merrill Lynch June 1999 - June 2009
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Claremont McKenna College 1995 — 1999
The Lawrenceville School
Jennifer Hester's Sterne Agee Experience July 2014 - July 2015
Job Human Resources Associate at National Bank of Commerce (NASDAQ: NCOM)
Industry Human Resources
Experience
National Bank of Commerce (NASDAQ: NCOM) July 2015 - Present
Sterne Agee July 2014 - July 2015
Sterne Agee September 2013 - July 2014
Centro May 2012 - March 2013
Time Inc. February 2011 - May 2012
TG Madison December 2009 - February 2011
Fitzgerald + CO October 2005 - September 2009
Sports Illustrated May 2005 - October 2005
Time Inc. - Fortune Magazine October 2004 - May 2005
Skills
Integrated Marketing, Digital Media, Interactive Marketing, Advertising, Broadcast, Digital Strategy, Radio, Advertising Sales, Marketing, Outdoor Advertising, Sponsorship, Media Planning, Digital Marketing, Email Marketing, Direct Mail, Copywriting, Brand Development, Media Buying, Creative Direction, Online Advertising, Interactive Advertising, Social Media Marketing, Mobile Marketing, Creative Strategy, Marketing Communications
Education
Auburn University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
National Bank of Commerce (NASDAQ: NCOM) July 2015 - Present
Sterne Agee July 2014 - July 2015
Sterne Agee September 2013 - July 2014
Centro May 2012 - March 2013
Time Inc. February 2011 - May 2012
TG Madison December 2009 - February 2011
Fitzgerald + CO October 2005 - September 2009
Sports Illustrated May 2005 - October 2005
Time Inc. - Fortune Magazine October 2004 - May 2005
Skills
Integrated Marketing, Digital Media, Interactive Marketing, Advertising, Broadcast, Digital Strategy, Radio, Advertising Sales, Marketing, Outdoor Advertising, Sponsorship, Media Planning, Digital Marketing, Email Marketing, Direct Mail, Copywriting, Brand Development, Media Buying, Creative Direction, Online Advertising, Interactive Advertising, Social Media Marketing, Mobile Marketing, Creative Strategy, Marketing Communications
Education
Auburn University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Tom Nikic, CFA's Sterne Agee Experience November 2011 - Present
Job VP Equity Research at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Dru Walsh's Sterne Agee Experience November 2005 - August 2009
Job Professional
Industry Banking
Experience
Sterne Agee November 2005 - August 2009
Sterne Agee August 2004 - November 2005
Grubb & Ellis Peebles & Cameron January 2003 - August 2004
Education
Birmingham-Southern College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Sterne Agee November 2005 - August 2009
Sterne Agee August 2004 - November 2005
Grubb & Ellis Peebles & Cameron January 2003 - August 2004
Education
Birmingham-Southern College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Christopher Frankel's Sterne Agee Experience April 1994 - June 2006
Job CEO at COR Clearing LLC (formerly Legent Clearing)
Industry Financial Services
Experience
Legent Clearing Corp. May 2009 - Present
GunnAllen Financial Inc. July 2006 - March 2009
Sterne Agee April 1994 - June 2006
Sterne Agee & Leach 1994 - 2006
Education
Roswell High School 1980 — 1985
Florida State University
Legent Clearing Corp. May 2009 - Present
GunnAllen Financial Inc. July 2006 - March 2009
Sterne Agee April 1994 - June 2006
Sterne Agee & Leach 1994 - 2006
Education
Roswell High School 1980 — 1985
Florida State University
Robert Greene's Sterne Agee Experience March 2011 - April 2014
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore May 2014 - Present
Sterne Agee March 2011 - April 2014
Collins Stewart LLC July 2009 - March 2011
Citi May 2008 - August 2008
Sandler O'Neill January 2003 - April 2007
State Street 2002 - 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Writing, Technical Writing, Public Speaking, Bloomberg, Equity Research, Equity Valuation, Financial Accounting, Investment Banking, Capital Markets, Equities, Investments, Corporate Finance, Mutual Funds, Securities, Financial Institutions, Bloomberg Terminal, Hedge Funds, Private Equity, Financial Markets, Portfolio Management, Derivatives, Due Diligence, Alternative Investments, Financial Advisory
Education
Duke University 2007 — 2009
MBA, Corporate Finance & Financial Statement Analysis
Tufts University 1998 — 2002
BA, Economics
Colorado Academy
Evercore May 2014 - Present
Sterne Agee March 2011 - April 2014
Collins Stewart LLC July 2009 - March 2011
Citi May 2008 - August 2008
Sandler O'Neill January 2003 - April 2007
State Street 2002 - 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Writing, Technical Writing, Public Speaking, Bloomberg, Equity Research, Equity Valuation, Financial Accounting, Investment Banking, Capital Markets, Equities, Investments, Corporate Finance, Mutual Funds, Securities, Financial Institutions, Bloomberg Terminal, Hedge Funds, Private Equity, Financial Markets, Portfolio Management, Derivatives, Due Diligence, Alternative Investments, Financial Advisory
Education
Duke University 2007 — 2009
MBA, Corporate Finance & Financial Statement Analysis
Tufts University 1998 — 2002
BA, Economics
Colorado Academy
Mike Shafir's Sterne Agee Experience April 2006 - August 2012
Job Analyst at Clover Partners
Industry Financial Services
Experience
Clover Partners September 2012 - Present
Sterne Agee April 2006 - August 2012
Moors & Cabot May 2004 - March 2006
Ryan Beck & Co. May 2003 - August 2003
Skills
Equity Research, Equities, Fixed Income Analysis, Thompson One, Valuation, Equity Valuation, Financial Modeling, Capital Markets, Series 7, Hedge Funds, Morningstar, Alternative Investments, Portfolio Management, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), History
Clover Partners September 2012 - Present
Sterne Agee April 2006 - August 2012
Moors & Cabot May 2004 - March 2006
Ryan Beck & Co. May 2003 - August 2003
Skills
Equity Research, Equities, Fixed Income Analysis, Thompson One, Valuation, Equity Valuation, Financial Modeling, Capital Markets, Series 7, Hedge Funds, Morningstar, Alternative Investments, Portfolio Management, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), History
Peter Battaglia's Sterne Agee Experience Broker Dealer Sales Trading ManagerTradition Asiel Securities2006 - 2007
Job Equity Sales Trader at Sterne Agee
Industry Financial Services
Experience
Sterne Agee Broker Dealer Sales Trading ManagerTradition Asiel Securities2006 - 2007
Fulcrum Global Partners 2004 - 2006
BrokerageAmerica 2002 - 2004
NDB Capital Markets/Sherwood Securities 1995 - 2002
Education
City University of New York-Hunter College 1976 — 1981
B.S., Economics/Politcal Science Dbl Major
Sterne Agee Broker Dealer Sales Trading ManagerTradition Asiel Securities2006 - 2007
Fulcrum Global Partners 2004 - 2006
BrokerageAmerica 2002 - 2004
NDB Capital Markets/Sherwood Securities 1995 - 2002
Education
City University of New York-Hunter College 1976 — 1981
B.S., Economics/Politcal Science Dbl Major
Michael Thurston's Sterne Agee Experience September 2014 - Present
Job Senior Software Engineer at Sterne Agee
Industry Information Technology and Services
Experience
Sterne Agee September 2014 - Present
EBSCO September 2007 - September 2014
Drummond Company June 2005 - September 2007
Skills
C#, MVC, ADFS 2.0, Microsoft SQL Server, WCF Services, jQuery, jQuery Mobile, Automation, ASP.NET, Entity Framework, Kanban, ASP.NET MVC, T-SQL, TFS, Web Development, Software Development, SQL, JavaScript, SDLC
Education
Auburn University 1995 — 2001
BS, Biomedical Science
Sterne Agee September 2014 - Present
EBSCO September 2007 - September 2014
Drummond Company June 2005 - September 2007
Skills
C#, MVC, ADFS 2.0, Microsoft SQL Server, WCF Services, jQuery, jQuery Mobile, Automation, ASP.NET, Entity Framework, Kanban, ASP.NET MVC, T-SQL, TFS, Web Development, Software Development, SQL, JavaScript, SDLC
Education
Auburn University 1995 — 2001
BS, Biomedical Science
Ray Wardell's Sterne Agee Experience April 2005 - December 2009
Job Owner at Servpro of Ozone Park/ Jamaica Bay
Industry Environmental Services
Experience
Servpro of Ozone Park/ Jamaica Bay February 2013 - Present
Clear Voice Communications June 2011 - Present
Soleil Securities January 2010 - June 2011
Sterne Agee April 2005 - December 2009
Skills
Water Damage Restoration, Mold Remediation, Fire Restoration, Equities, Trading
Education
Adelphi University 1980 — 1984
BBA, Finance
Servpro of Ozone Park/ Jamaica Bay February 2013 - Present
Clear Voice Communications June 2011 - Present
Soleil Securities January 2010 - June 2011
Sterne Agee April 2005 - December 2009
Skills
Water Damage Restoration, Mold Remediation, Fire Restoration, Equities, Trading
Education
Adelphi University 1980 — 1984
BBA, Finance
Curtis Reed's Sterne Agee Experience May 2006 - November 2007
Job Sr VP at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Sandy Burns's Sterne Agee Experience September 2008 - Present
Job Managing Director at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee September 2008 - Present
SAC Capital December 2005 - June 2008
Deutsche Bank 1999 - 2005
Bankers Trust 1997 - 1999
Smith Barney 1994 - 1997
Alliance Capital Management 1989 - 1994
Skills
Hedge Funds, High Yield, Fixed Income, Portfolio Management, Capital Markets, Securities, Corporate Finance, Alternative Investments, Investment Banking, Equities, Financial Services, Special Situations, Bonds, Finance, Investments, Bloomberg, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics, Accounting
Sterne Agee September 2008 - Present
SAC Capital December 2005 - June 2008
Deutsche Bank 1999 - 2005
Bankers Trust 1997 - 1999
Smith Barney 1994 - 1997
Alliance Capital Management 1989 - 1994
Skills
Hedge Funds, High Yield, Fixed Income, Portfolio Management, Capital Markets, Securities, Corporate Finance, Alternative Investments, Investment Banking, Equities, Financial Services, Special Situations, Bonds, Finance, Investments, Bloomberg, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics, Accounting
Ian Moran's Sterne Agee Experience 2008 - 2008
Job Assistant Athletic Director at Catholic Memorial School
Industry Individual & Family Services
Experience
Catholic Memorial School August 2014 - Present
National Hockey League 2008 - Present
Sterne Agee 2008 - 2008
National Hockey League 1993 - 2008
Anaheim Ducks 2006 - 2006
Boston Bruins 2003 - 2006
Boston Bruins 2003 - 2006
FOX Sports Net Pittsburgh 2002 - 2003
Pittsburgh Penguins 1997 - 2003
Pittsburgh Penguins 1993 - 2003
Skills
Sports Marketing, Sports, Event Management, Sports Management, Marketing, Public Speaking, Public Relations, Sales, Event Planning, Hockey, Leadership, Coaching, Start-ups, Media Relations, Relationship Marketing, Sponsorship Sales, Television, Ticket Sales, Time Management
Education
Boston College 1991 — 1995
Communications
The Belmont Hill School 1988 — 1991
Catholic Memorial School August 2014 - Present
National Hockey League 2008 - Present
Sterne Agee 2008 - 2008
National Hockey League 1993 - 2008
Anaheim Ducks 2006 - 2006
Boston Bruins 2003 - 2006
Boston Bruins 2003 - 2006
FOX Sports Net Pittsburgh 2002 - 2003
Pittsburgh Penguins 1997 - 2003
Pittsburgh Penguins 1993 - 2003
Skills
Sports Marketing, Sports, Event Management, Sports Management, Marketing, Public Speaking, Public Relations, Sales, Event Planning, Hockey, Leadership, Coaching, Start-ups, Media Relations, Relationship Marketing, Sponsorship Sales, Television, Ticket Sales, Time Management
Education
Boston College 1991 — 1995
Communications
The Belmont Hill School 1988 — 1991
Josh Stagner's Sterne Agee Experience November 2010 - Present
Job Sterne Agee, Managing Director
Industry Capital Markets
Experience
Sterne Agee November 2010 - Present
BBVA Compass June 1995 - November 2010
Skills
Credit Analysis, Commercial Lending, Portfolio Management, Credit, Banking, Commercial Banking, Loans, Credit Risk, Capital Markets, Investments
Education
Auburn University 1996 — 1998
MBA, Finance
Auburn University 1989 — 1993
Bachelor of Science (BS), Finance, General
Sterne Agee November 2010 - Present
BBVA Compass June 1995 - November 2010
Skills
Credit Analysis, Commercial Lending, Portfolio Management, Credit, Banking, Commercial Banking, Loans, Credit Risk, Capital Markets, Investments
Education
Auburn University 1996 — 1998
MBA, Finance
Auburn University 1989 — 1993
Bachelor of Science (BS), Finance, General
Kristen Ryan's Sterne Agee Experience October 2014 - April 2015
Job Client Services Professional
Industry Computer Software
Experience
Namely August 2015 - Present
Sterne Agee October 2014 - April 2015
Keefe, Bruyette & Woods, Inc. June 2008 - August 2014
New Canaan Youth Lacrosse March 2008 - June 2009
Skills
Account Management, Client Services, Financial Analysis, Marketing, PowerPoint, Financial Services, Financial Modeling, Series 7, Finance, Investment Banking, Public Relations, Investments, Sales, Microsoft Excel, Program Management, Coaching, Equities, Series 63, Equity Research, Hedge Funds, Bloomberg, Organization, Outlook, Business Development, Advertising, Securities, Microsoft Office, Valuation, Microsoft Word, Capital Markets, Trading, Market Research, Sell Side, Fixed Income, Bloomberg Terminal, Customer Service, Product Management
Education
General Assembly 2015 — 2015
Product Management
Fairfield University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Marketing ("Integrated Marketing Communications")
Namely August 2015 - Present
Sterne Agee October 2014 - April 2015
Keefe, Bruyette & Woods, Inc. June 2008 - August 2014
New Canaan Youth Lacrosse March 2008 - June 2009
Skills
Account Management, Client Services, Financial Analysis, Marketing, PowerPoint, Financial Services, Financial Modeling, Series 7, Finance, Investment Banking, Public Relations, Investments, Sales, Microsoft Excel, Program Management, Coaching, Equities, Series 63, Equity Research, Hedge Funds, Bloomberg, Organization, Outlook, Business Development, Advertising, Securities, Microsoft Office, Valuation, Microsoft Word, Capital Markets, Trading, Market Research, Sell Side, Fixed Income, Bloomberg Terminal, Customer Service, Product Management
Education
General Assembly 2015 — 2015
Product Management
Fairfield University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Marketing ("Integrated Marketing Communications")
Konrad Krill's Sterne Agee Experience February 2009 - Present
Job Undisclosed Investment Bank
Industry Investment Management
Experience
Sterne Agee February 2009 - Present
UBS Wealth Management June 2008 - February 2009
UBS Investment Bank February 2001 - May 2008
Morgan Stanley Dean Witter June 1986 - June 1997
Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity
Education
Fairleigh Dickinson University 1982 — 1986
MBA, Finance
Fairleigh Dickinson University 1977 — 1981
BS, Business Management, Accounting
Sterne Agee February 2009 - Present
UBS Wealth Management June 2008 - February 2009
UBS Investment Bank February 2001 - May 2008
Morgan Stanley Dean Witter June 1986 - June 1997
Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity
Education
Fairleigh Dickinson University 1982 — 1986
MBA, Finance
Fairleigh Dickinson University 1977 — 1981
BS, Business Management, Accounting
Larry Meding's Sterne Agee Experience September 2007 - September 2011
Job Director BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
David Jacob's Sterne Agee Experience September 2013 - May 2015
Job Principal Prudential Mortgage Capital Company at Prudential Financial
Industry Commercial Real Estate
Experience
Prudential Financial May 2015 - Present
Sterne Agee September 2013 - May 2015
StormHarbour Securities September 2009 - August 2013
Hypo Real Estate Bank International August 2006 - February 2009
GE Real Estate April 1998 - July 2006
The Trepp Group April 1994 - April 1998
R.L. Renck & Co. December 1992 - April 1994
Skills
Fixed Income, Commercial Mortgages, Capital Markets, Structured Finance, Financial Structuring, Portfolio Management, Investment Banking, CMBS, Mortgage Lending, Securities, Underwriting, Finance, Hedging, Trading, Restructuring, Securitization, Loan Origination, Credit, Bonds, Risk Assessment, Financial Risk, Loans, Banking, Investments, CDO, Real Estate, Balance Sheet
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Brandeis University 1987 — 1991
BA, Economics with High Honors
Prudential Financial May 2015 - Present
Sterne Agee September 2013 - May 2015
StormHarbour Securities September 2009 - August 2013
Hypo Real Estate Bank International August 2006 - February 2009
GE Real Estate April 1998 - July 2006
The Trepp Group April 1994 - April 1998
R.L. Renck & Co. December 1992 - April 1994
Skills
Fixed Income, Commercial Mortgages, Capital Markets, Structured Finance, Financial Structuring, Portfolio Management, Investment Banking, CMBS, Mortgage Lending, Securities, Underwriting, Finance, Hedging, Trading, Restructuring, Securitization, Loan Origination, Credit, Bonds, Risk Assessment, Financial Risk, Loans, Banking, Investments, CDO, Real Estate, Balance Sheet
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Brandeis University 1987 — 1991
BA, Economics with High Honors
J. Ross Blankenship's Sterne Agee Experience December 2009 - August 2012
Job Director of Leadership Assessment
Industry Management Consulting
Experience
Bespoke Partners June 2014 - Present
Organizational Consulting Center October 2012 - Present
Center for Creative Leadership June 2013 - August 2014
Sterne Agee December 2009 - August 2012
Chubb August 2008 - August 2009
Education
California School of Professional Psychology at Alliant International University 2012 — 2015
PhD Candidate, Consulting Psychology
California School of Professional Psychology at Alliant International University 2012 — 2014
Master of Science (M.S.), Consulting Psychology
University of Virginia 2005 — 2008
B.A., English Language and Literature
Bespoke Partners June 2014 - Present
Organizational Consulting Center October 2012 - Present
Center for Creative Leadership June 2013 - August 2014
Sterne Agee December 2009 - August 2012
Chubb August 2008 - August 2009
Education
California School of Professional Psychology at Alliant International University 2012 — 2015
PhD Candidate, Consulting Psychology
California School of Professional Psychology at Alliant International University 2012 — 2014
Master of Science (M.S.), Consulting Psychology
University of Virginia 2005 — 2008
B.A., English Language and Literature
Fraley Turnipseed's Sterne Agee Experience 2000 - 2006
Job AVP Ameris Bank/Financial Advisor RJFS
Industry Banking
Experience
Ameris Bank 2009 - Present
Ameris Bancorp 2006 - 2009
Sterne Agee 2000 - 2006
Skills
Financial Analysis, Portfolio Management, Finance, Asset Management, Due Diligence, Equities, Forecasting, Investments, Retirement Planning, Fixed Annuities, Budgeting
Education
University of Alabama 2000 — 2004
MBA, Finance
Birmingham-Southern College 1994 — 1998
Bachlor of Science, Undergraduate
Ameris Bank 2009 - Present
Ameris Bancorp 2006 - 2009
Sterne Agee 2000 - 2006
Skills
Financial Analysis, Portfolio Management, Finance, Asset Management, Due Diligence, Equities, Forecasting, Investments, Retirement Planning, Fixed Annuities, Budgeting
Education
University of Alabama 2000 — 2004
MBA, Finance
Birmingham-Southern College 1994 — 1998
Bachlor of Science, Undergraduate
John Rodstrom's Sterne Agee Experience 2008 - 2011
Job Managing Director Head of National Public Finance at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. March 2012 - Present
Broward County November 1992 - 2012
Sterne Agee 2008 - 2011
Skills
Strategic Planning, Series 7, Public Speaking, Risk Management, Financial Modeling, Real Estate, Investments, Valuation, Fundraising, Fixed Income, Financial Analysis, Bonds, Public Relations, Economic Development, Investment Banking, Contract Negotiation, Leadership Development, Research, Business Strategy, Team Building
Education
Columbia College NYC, Nova SE University School of Law, J.D.
Bachelor of Arts (B.A.), Political Science and Government
Columbia University in the City of New York
Bachelor's degree, Political Science and Government
Oppenheimer & Co. March 2012 - Present
Broward County November 1992 - 2012
Sterne Agee 2008 - 2011
Skills
Strategic Planning, Series 7, Public Speaking, Risk Management, Financial Modeling, Real Estate, Investments, Valuation, Fundraising, Fixed Income, Financial Analysis, Bonds, Public Relations, Economic Development, Investment Banking, Contract Negotiation, Leadership Development, Research, Business Strategy, Team Building
Education
Columbia College NYC, Nova SE University School of Law, J.D.
Bachelor of Arts (B.A.), Political Science and Government
Columbia University in the City of New York
Bachelor's degree, Political Science and Government
Howard Sudnow's Sterne Agee Experience January 2013 - April 2015
Job Senior Vice President
Industry Financial Services
Experience
Sterne Agee CRT April 2015 - Present
Sterne Agee January 2013 - April 2015
ThinkEquity LLC January 2010 - October 2012
Sophis November 2008 - December 2009
MSCI BARRA May 2006 - November 2008
FIRST ALBANY CAPITAL November 2003 - May 2006
Skills
Hedge Funds, Industry Analysis, Asset Management, Portfolio Management, Risk Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Franklin & Marshall College 1985 — 1989
BA, Economics
Sterne Agee CRT April 2015 - Present
Sterne Agee January 2013 - April 2015
ThinkEquity LLC January 2010 - October 2012
Sophis November 2008 - December 2009
MSCI BARRA May 2006 - November 2008
FIRST ALBANY CAPITAL November 2003 - May 2006
Skills
Hedge Funds, Industry Analysis, Asset Management, Portfolio Management, Risk Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Franklin & Marshall College 1985 — 1989
BA, Economics
Khalil Um'rani's Sterne Agee Experience 2010 - 2013
Job Banking Professional
Industry Banking
Experience
Sterne Agee 2010 - 2013
Gray Ghost Ventures 2010 - 2010
Barclays Capital July 2007 - January 2009
J.P. Morgan Securities June 2005 - June 2007
Skills
Mergers & Acquisitions, Investments, Banking, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers
Education
Morehouse College 2001 — 2005
Bachelor of Arts, International Studies
Dartmouth College
Sterne Agee 2010 - 2013
Gray Ghost Ventures 2010 - 2010
Barclays Capital July 2007 - January 2009
J.P. Morgan Securities June 2005 - June 2007
Skills
Mergers & Acquisitions, Investments, Banking, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers
Education
Morehouse College 2001 — 2005
Bachelor of Arts, International Studies
Dartmouth College
Paul Dranove's Sterne Agee Experience 2001 - 2004
Job Sr. Vice President at Carter Terry & Company
Industry Investment Management
Experience
Carter Terry & Company 2004 - Present
Sterne Agee 2001 - 2004
Morgan Stanley 1990 - 2001
Skills
Portfolio Management, Alternative Investments, Equity Research, Bloomberg, Hedge Funds, Series 7, Mutual Funds, Equities, Asset Allocation, Asset Managment, Investment Advisory, Wealth Management, Investments, Investment Banking, Valuation, Securities, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Management, Structured Products, Investor Relations, Bonds, Structured Finance, Investment Strategies, Equity Trading, Trading, Series 24, Hedging, FINRA, Financial Advisory, Series 63, High Yield, Equity Derivatives, Equity Valuation, Bloomberg Terminal, Options, Separately Managed..., ETFs, Wealth Management..., Private Equity
Education
Adelphi University
MS, Economics
Baruch College, City University of New York (CUNY)
BS, Accounting
Queens College
Accounting
Carter Terry & Company 2004 - Present
Sterne Agee 2001 - 2004
Morgan Stanley 1990 - 2001
Skills
Portfolio Management, Alternative Investments, Equity Research, Bloomberg, Hedge Funds, Series 7, Mutual Funds, Equities, Asset Allocation, Asset Managment, Investment Advisory, Wealth Management, Investments, Investment Banking, Valuation, Securities, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Management, Structured Products, Investor Relations, Bonds, Structured Finance, Investment Strategies, Equity Trading, Trading, Series 24, Hedging, FINRA, Financial Advisory, Series 63, High Yield, Equity Derivatives, Equity Valuation, Bloomberg Terminal, Options, Separately Managed..., ETFs, Wealth Management..., Private Equity
Education
Adelphi University
MS, Economics
Baruch College, City University of New York (CUNY)
BS, Accounting
Queens College
Accounting
Lee Chambliss, CSCP's Sterne Agee Experience 2006 - Present
Job Sr Complaince Officer
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Dan Roesner's Sterne Agee Experience Principal - Institutional Equity TradingWilliam Blair and CompanyMay 1987 - December 2008
Job Institutional Equity Trading at Sterne Agee
Industry Financial Services
Experience
Sterne Agee Principal - Institutional Equity TradingWilliam Blair and CompanyMay 1987 - December 2008
Education
DePaul University 1991 — 1993
MBA, Finance
Sterne Agee Principal - Institutional Equity TradingWilliam Blair and CompanyMay 1987 - December 2008
Education
DePaul University 1991 — 1993
MBA, Finance
Katie Fogg, SPHR's Sterne Agee Experience June 2012 - Present
Job Employee Relations Manager at Sterne Agee
Industry Financial Services
Experience
Sterne Agee June 2012 - Present
St. Vincent's Hospital - Birmingham February 2008 - June 2012
Product Action July 2006 - February 2008
Parisian August 2004 - July 2006
Skills
Onboarding, Employee Relations, Benefits Administration, Recruiting, Applicant Tracking..., Human Resources, Talent Management, Employee Benefits, College Recruiting, Talent Acquisition, Performance Management, HRIS, New Hire Orientations, Deferred Compensation, Interviews, Organizational..., Leadership Development, Training, HR Policies, Payroll
Education
Auburn University 1999 — 2004
Apperal Merchandising and Design, Fashion
Duncan U. Fletcher High School 1995 — 1999
High School
Sterne Agee June 2012 - Present
St. Vincent's Hospital - Birmingham February 2008 - June 2012
Product Action July 2006 - February 2008
Parisian August 2004 - July 2006
Skills
Onboarding, Employee Relations, Benefits Administration, Recruiting, Applicant Tracking..., Human Resources, Talent Management, Employee Benefits, College Recruiting, Talent Acquisition, Performance Management, HRIS, New Hire Orientations, Deferred Compensation, Interviews, Organizational..., Leadership Development, Training, HR Policies, Payroll
Education
Auburn University 1999 — 2004
Apperal Merchandising and Design, Fashion
Duncan U. Fletcher High School 1995 — 1999
High School
Brian McSherry's Sterne Agee Experience August 2011 - May 2015
Job Director US Equity Research Sales BAML
Industry Investment Management
Experience
Bank of America Merrill Lynch May 2015 - Present
Sterne Agee August 2011 - May 2015
Howe Barnes Hoefer & Arnett September 2010 - June 2011
Fontana Capital May 2007 - September 2010
Keefe, Bruyette & Woods June 2004 - May 2007
Education
Clarkson University 2003 — 2004
MBA
Saint Michael's College 1999 — 2003
BS, Business Administration - Finance
Bank of America Merrill Lynch May 2015 - Present
Sterne Agee August 2011 - May 2015
Howe Barnes Hoefer & Arnett September 2010 - June 2011
Fontana Capital May 2007 - September 2010
Keefe, Bruyette & Woods June 2004 - May 2007
Education
Clarkson University 2003 — 2004
MBA
Saint Michael's College 1999 — 2003
BS, Business Administration - Finance
Bill Channell's Sterne Agee Experience March 2006 - April 2009
Job Equity Sales at FIG Partners
Industry Capital Markets
Experience
FIG Partners December 2009 - Present
sterne agee March 2006 - April 2009
Education
Benedictine University 1994 — 1997
MBA
University of Dayton 1985 — 1989
BA
FIG Partners December 2009 - Present
sterne agee March 2006 - April 2009
Education
Benedictine University 1994 — 1997
MBA
University of Dayton 1985 — 1989
BA
Jake Carroll's Sterne Agee Experience March 2004 - August 2005
Job Operations Manager/Estimator at Pentoir Construction, Inc.
Industry Construction
Experience
Pentoir Construction, Inc. August 2013 - Present
Stanley Restoration Services December 2008 - July 2013
Fairway Mortgage Inc. 2005 - 2007
Sterne Agee March 2004 - August 2005
Skills
Insurance, Renovation, Restoration, Painting, Construction Management, Sales, Marketing, Sales Management, Real Estate, Negotiation, Strategic Planning, Customer Service, New Business Development, Microsoft Office, Account Management, Securities, Financial Analysis, Public Speaking, Research, Residential Homes, Management, Contract Negotiation, Budgets, Mortgage Lending
Education
Birmingham-Southern College 1997 — 2001
B. S., Economics
Pentoir Construction, Inc. August 2013 - Present
Stanley Restoration Services December 2008 - July 2013
Fairway Mortgage Inc. 2005 - 2007
Sterne Agee March 2004 - August 2005
Skills
Insurance, Renovation, Restoration, Painting, Construction Management, Sales, Marketing, Sales Management, Real Estate, Negotiation, Strategic Planning, Customer Service, New Business Development, Microsoft Office, Account Management, Securities, Financial Analysis, Public Speaking, Research, Residential Homes, Management, Contract Negotiation, Budgets, Mortgage Lending
Education
Birmingham-Southern College 1997 — 2001
B. S., Economics
Mary Beth Wagner, CPA's Sterne Agee Experience November 2009 - November 2011
Job Senior Underwriter Investments at Protective Life
Industry Accounting
Experience
Protective Life January 2014 - Present
Twin Construction January 2013 - January 2014
Capmark November 2011 - December 2012
Sterne Agee November 2009 - November 2011
Capmark September 2005 - November 2009
Hunter Systems November 2002 - September 2005
KPMG June 2002 - November 2002
Arthur Andersen September 2001 - June 2002
Arthur Andersen December 1999 - August 2000
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Planning, Finance, US GAAP
Education
University of Alabama 2000 — 2001
Masters of Accountancy, Accounting
Birmingham-Southern College 1996 — 2000
Bachelors of Science, Accounting
Protective Life January 2014 - Present
Twin Construction January 2013 - January 2014
Capmark November 2011 - December 2012
Sterne Agee November 2009 - November 2011
Capmark September 2005 - November 2009
Hunter Systems November 2002 - September 2005
KPMG June 2002 - November 2002
Arthur Andersen September 2001 - June 2002
Arthur Andersen December 1999 - August 2000
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Planning, Finance, US GAAP
Education
University of Alabama 2000 — 2001
Masters of Accountancy, Accounting
Birmingham-Southern College 1996 — 2000
Bachelors of Science, Accounting
Donald Hultgren's Sterne Agee Experience November 2010 - November 2011
Job President at Three Part Advisors, LLC
Industry Financial Services
Experience
Three Part Advisors, LLC July 2013 - Present
Wedbush Securities March 2013 - Present
American Heart Association 2003 - Present
Sterne Agee November 2010 - November 2011
SWS Group, Inc. August 2002 - August 2010
Southwest Securities, Inc. 2000 - 2010
Raymond James 1989 - 2000
Butcher & Singer 1986 - 1989
Eppler, Gurerin & Turner 1981 - 1986
Skills
Board of Director..., CEO Succession, Public Companies, Securities, Investments, Finance, Financial Modeling, Valuation, Financial Analysis, Investment Strategies, Series 7, Board of Directors, Asset Allocation, Hedge Funds, Capital Markets, Executive Management, Equities, Equity Research, Due Diligence, Banking, Mergers & Acquisitions, Strategic Planning, Investment Banking, Asset Management, Portfolio Management, Alternative Investments, Financial Advisory, Trading, Strategic Financial..., Mutual Funds, Private Equity, Wealth Management, Venture Capital, Investment Management, Investor Relations, Corporate Finance, Series 63, Corporate Development, Investment Advisory, Bloomberg, Business Valuation, Risk Management
Education
The University of Texas at Austin 1979 — 1981
Master of Business Administration (MBA), Finance
Augustana College 1975 — 1979
Bachelor of Arts (B.A.), Accounting and Business/Management
Chartered Financial Analyst
Three Part Advisors, LLC July 2013 - Present
Wedbush Securities March 2013 - Present
American Heart Association 2003 - Present
Sterne Agee November 2010 - November 2011
SWS Group, Inc. August 2002 - August 2010
Southwest Securities, Inc. 2000 - 2010
Raymond James 1989 - 2000
Butcher & Singer 1986 - 1989
Eppler, Gurerin & Turner 1981 - 1986
Skills
Board of Director..., CEO Succession, Public Companies, Securities, Investments, Finance, Financial Modeling, Valuation, Financial Analysis, Investment Strategies, Series 7, Board of Directors, Asset Allocation, Hedge Funds, Capital Markets, Executive Management, Equities, Equity Research, Due Diligence, Banking, Mergers & Acquisitions, Strategic Planning, Investment Banking, Asset Management, Portfolio Management, Alternative Investments, Financial Advisory, Trading, Strategic Financial..., Mutual Funds, Private Equity, Wealth Management, Venture Capital, Investment Management, Investor Relations, Corporate Finance, Series 63, Corporate Development, Investment Advisory, Bloomberg, Business Valuation, Risk Management
Education
The University of Texas at Austin 1979 — 1981
Master of Business Administration (MBA), Finance
Augustana College 1975 — 1979
Bachelor of Arts (B.A.), Accounting and Business/Management
Chartered Financial Analyst
Kevin G. Walker's Sterne Agee Experience February 2003 - July 2004
Job Vice PresidentChief Financial Officer at LMS Real Estate Investment Management, LLC
Industry Accounting
Experience
LMS Real Estate Investment Management, LLC June 2010 - Present
Bayer Properties, L.L.C September 2008 - January 2009
AIG Baker Shopping Center Properties July 2004 - September 2008
Sterne Agee February 2003 - July 2004
Protective Life December 2000 - February 2003
Deloitte & Touche September 1998 - December 2000
HealthSouth June 1995 - September 1998
Sidney H. Walker & Associates CPA's/Atty's May 1992 - June 1995
Skills
Financial Reporting, Cash Flow Forecasting, Contract Negotiation, Policy, Market Research, Renovation, Redevelopment, Internal Controls, Accounting, Due Diligence, Financial Statements, CPA, Asset Managment, Team Building, Leadership, Financial Analysis, Financial Modeling, Auditing, Managerial Finance, Cost Accounting
Education
Troy University 1990 — 1992
Bachelor of Science, Accounting
Auburn University
Bachelor of Science, Finance
LMS Real Estate Investment Management, LLC June 2010 - Present
Bayer Properties, L.L.C September 2008 - January 2009
AIG Baker Shopping Center Properties July 2004 - September 2008
Sterne Agee February 2003 - July 2004
Protective Life December 2000 - February 2003
Deloitte & Touche September 1998 - December 2000
HealthSouth June 1995 - September 1998
Sidney H. Walker & Associates CPA's/Atty's May 1992 - June 1995
Skills
Financial Reporting, Cash Flow Forecasting, Contract Negotiation, Policy, Market Research, Renovation, Redevelopment, Internal Controls, Accounting, Due Diligence, Financial Statements, CPA, Asset Managment, Team Building, Leadership, Financial Analysis, Financial Modeling, Auditing, Managerial Finance, Cost Accounting
Education
Troy University 1990 — 1992
Bachelor of Science, Accounting
Auburn University
Bachelor of Science, Finance
Andrew Stager's Sterne Agee Experience February 2013 - June 2015
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Sterne Agee February 2013 - June 2015
Stifel Financial Corp. October 2012 - February 2013
Sterne Agee May 2009 - October 2012
Keefe, Bruyette & Woods June 2007 - May 2009
Education
Bowdoin College 2003 — 2007
Economics, Government & Legal Studies
Piper Jaffray June 2015 - Present
Sterne Agee February 2013 - June 2015
Stifel Financial Corp. October 2012 - February 2013
Sterne Agee May 2009 - October 2012
Keefe, Bruyette & Woods June 2007 - May 2009
Education
Bowdoin College 2003 — 2007
Economics, Government & Legal Studies
Elizabeth Mozley's Sterne Agee Experience 1995 - 2001
Job Assoc. Category Manager
Industry Packaging and Containers
Experience
Sonoco 2013 - Present
Biggs Casework 2002 - 2013
Sterne Agee 1995 - 2001
Skills
Accounting, Construction, Financial Reporting, Budgeting, Strategic Planning, Cost, Contract Negotiation, Forecasting, Marketing Strategy, Budgets, Negotiation, New Business Development, Business Planning, Financial Analysis, Pricing, Purchasing
Education
Auburn University 1989 — 1992
Bachelor of Science, Chemistry
University of Alabama at Birmingham
Sonoco 2013 - Present
Biggs Casework 2002 - 2013
Sterne Agee 1995 - 2001
Skills
Accounting, Construction, Financial Reporting, Budgeting, Strategic Planning, Cost, Contract Negotiation, Forecasting, Marketing Strategy, Budgets, Negotiation, New Business Development, Business Planning, Financial Analysis, Pricing, Purchasing
Education
Auburn University 1989 — 1992
Bachelor of Science, Chemistry
University of Alabama at Birmingham
Ryan. McDonald's Sterne Agee Experience November 2010 - Present
Job Credit Sales at Sterne Agee
Industry Financial Services
Experience
Sterne Agee November 2010 - Present
RBS Greenwich Capital July 2007 - June 2010
Skills
Bloomberg, Capital Markets, Investments, Securities, Fixed Income, Equities
Education
Drew University 2002 — 2006
Bachelors, Economics and Finance
Sterne Agee November 2010 - Present
RBS Greenwich Capital July 2007 - June 2010
Skills
Bloomberg, Capital Markets, Investments, Securities, Fixed Income, Equities
Education
Drew University 2002 — 2006
Bachelors, Economics and Finance
Jon Walker's Sterne Agee Experience October 2011 - June 2015
Job Finance
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2011 - June 2015
Chapdelaine Credit Partners January 2009 - January 2011
Lehman Brothers October 1989 - September 2008
Skills
Capital Markets, Equities, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, High Yield
Education
Boston College 1985 — 1989
BA, Economics
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2011 - June 2015
Chapdelaine Credit Partners January 2009 - January 2011
Lehman Brothers October 1989 - September 2008
Skills
Capital Markets, Equities, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, High Yield
Education
Boston College 1985 — 1989
BA, Economics
Zachary Armstrong's Sterne Agee Experience June 2006 - August 2006
Job Naval Aviator at US Navy
Industry Military
Experience
US Navy June 2007 - Present
Sterne Agee June 2006 - August 2006
University of Alabama August 2005 - May 2006
PPG Industries January 2005 - May 2005
PPG Industries March 2004 - December 2004
Skills
Strategic Planning, Military, Leadership, Team Building, Team Leadership, Budgets, Analysis, Operations Management, Program Management, Project Management, Microsoft Excel, Microsoft Office, Public Speaking, Management, Business Strategy, Purchasing
Education
University of Alabama, Manderson Graduate School of Business 2005 — 2007
MBA, Financial Risk
Embry-Riddle Aeronautical University 2001 — 2004
BS, Aeronautics
US Navy June 2007 - Present
Sterne Agee June 2006 - August 2006
University of Alabama August 2005 - May 2006
PPG Industries January 2005 - May 2005
PPG Industries March 2004 - December 2004
Skills
Strategic Planning, Military, Leadership, Team Building, Team Leadership, Budgets, Analysis, Operations Management, Program Management, Project Management, Microsoft Excel, Microsoft Office, Public Speaking, Management, Business Strategy, Purchasing
Education
University of Alabama, Manderson Graduate School of Business 2005 — 2007
MBA, Financial Risk
Embry-Riddle Aeronautical University 2001 — 2004
BS, Aeronautics
Samuel Ross's Sterne Agee Experience September 2014 - April 2015
Job
Industry Financial Services
Experience
Piper Jaffray April 2015 - Present
Sterne Agee September 2014 - April 2015
Sterne Agee March 2014 - September 2014
Stein Farkas & Schwartz LLP August 2012 - March 2014
The Broadsmoore Group September 2011 - February 2012
Stein Farkas & Schwartz LLP November 2010 - September 2011
High-Net-Worth Individual January 2010 - November 2010
DBS Servicing Solutions May 2005 - May 2007
Skills
Financial Analysis, Investments, Financial Modeling, Equity Research, Due Diligence, Corporate Finance, Strategic Planning, Securities, Portfolio Management, Research, Real Estate, Business Planning, Microsoft Office, PowerPoint, Negotiation, HUD, Excel, Loan Structuring, Word, Nursing Homes, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MBA, Finance
Saint John's University School of Law 2005 — 2008
JD, Finance
Piper Jaffray April 2015 - Present
Sterne Agee September 2014 - April 2015
Sterne Agee March 2014 - September 2014
Stein Farkas & Schwartz LLP August 2012 - March 2014
The Broadsmoore Group September 2011 - February 2012
Stein Farkas & Schwartz LLP November 2010 - September 2011
High-Net-Worth Individual January 2010 - November 2010
DBS Servicing Solutions May 2005 - May 2007
Skills
Financial Analysis, Investments, Financial Modeling, Equity Research, Due Diligence, Corporate Finance, Strategic Planning, Securities, Portfolio Management, Research, Real Estate, Business Planning, Microsoft Office, PowerPoint, Negotiation, HUD, Excel, Loan Structuring, Word, Nursing Homes, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MBA, Finance
Saint John's University School of Law 2005 — 2008
JD, Finance
Rob Stine's Sterne Agee Experience April 2013 - March 2015
Job Business Development Associate at James O'Brien Associates, Inc. exclusive agents for Coface North America
Industry International Trade and Development
Experience
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
Ike Boruchow's Sterne Agee Experience December 2012 - Present
Job Managing Director Specialty Retail Analyst at Sterne Agee
Industry Research
Experience
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
James Dixon Johns's Sterne Agee Experience June 2012 - August 2012
Job Associate, Custom Research at AlphaImpactRx
Industry Research
Experience
AlphaImpactRx April 2015 - Present
iSERVE Student-Run Free Clinic August 2014 - March 2015
Rhode Island Hospital September 2013 - June 2014
NYU Langone Medical Center July 2013 - September 2013
U.S. House of Representatives June 2013 - July 2013
Sterne Agee June 2012 - August 2012
University of Alabama at Birmingham June 2011 - August 2011
Skills
Microsoft Office, Clinical Research, Leadership, Research, Microsoft Excel, Public Speaking, Photoshop, Community Outreach, Data Analysis, Social Media, Customer Service, Microsoft Word, Editing
Education
Brown University 2010 — 2014
bachelor of arts, Double Concentration: Biology, Economics
AlphaImpactRx April 2015 - Present
iSERVE Student-Run Free Clinic August 2014 - March 2015
Rhode Island Hospital September 2013 - June 2014
NYU Langone Medical Center July 2013 - September 2013
U.S. House of Representatives June 2013 - July 2013
Sterne Agee June 2012 - August 2012
University of Alabama at Birmingham June 2011 - August 2011
Skills
Microsoft Office, Clinical Research, Leadership, Research, Microsoft Excel, Public Speaking, Photoshop, Community Outreach, Data Analysis, Social Media, Customer Service, Microsoft Word, Editing
Education
Brown University 2010 — 2014
bachelor of arts, Double Concentration: Biology, Economics
Connie S Lee's Sterne Agee Experience October 2012 - June 2015
Job AVP at Stifel Financial Corp
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2012 - June 2015
SGCIB June 2011 - June 2012
JP Morgan October 2010 - December 2010
The Beverly Hilton June 2007 - August 2007
Skills
VBA, MS access, Series 7, Series 63, Bloomberg, Fixed Income, Capital Markets, Derivatives
Education
Boston University Questrom School of Business 2007 — 2011
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2012 - June 2015
SGCIB June 2011 - June 2012
JP Morgan October 2010 - December 2010
The Beverly Hilton June 2007 - August 2007
Skills
VBA, MS access, Series 7, Series 63, Bloomberg, Fixed Income, Capital Markets, Derivatives
Education
Boston University Questrom School of Business 2007 — 2011
Travis Geiser, CFA's Sterne Agee Experience September 2013 - January 2014
Job Associate Director | Product Management at SNL Financial
Industry Financial Services
Experience
SNL Financial May 2015 - Present
Hovde Group April 2014 - May 2015
Sterne Agee September 2013 - January 2014
SNL Financial July 2004 - September 2013
Skills
Financial Modeling, Project Management, Chartered Financial..., Capital Markets, Analytics, Competitive Analysis, Strategy, Banking, Credit Analysis, Equity Research, Corporate Finance, Investment Banking, Portfolio Management, Valuation, Bloomberg, Finance
Education
Eastern Mennonite University 2000 — 2004
Bachelors of Science, Economics, Business Administration
SNL Financial May 2015 - Present
Hovde Group April 2014 - May 2015
Sterne Agee September 2013 - January 2014
SNL Financial July 2004 - September 2013
Skills
Financial Modeling, Project Management, Chartered Financial..., Capital Markets, Analytics, Competitive Analysis, Strategy, Banking, Credit Analysis, Equity Research, Corporate Finance, Investment Banking, Portfolio Management, Valuation, Bloomberg, Finance
Education
Eastern Mennonite University 2000 — 2004
Bachelors of Science, Economics, Business Administration
Kathryn Bissette's Sterne Agee Experience 1991 - 1998
Job Bookstore Manager, St. John's Cathedral Bookstore
Industry Retail
Experience
St. John's Cathedral Bookstore January 2012 - Present
Sterne Agee 1991 - 1998
Interstate/Johnson Lane 1984 - 1991
Federal Reserve Bank of Atlanta 1982 - 1984
Skills
Research, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Public Speaking, Marketing, Event Planning, PowerPoint, Retail, Sales, Strategic Planning
Education
Agnes Scott College 1979 — 1983
B.A., Economics
St. John's Cathedral Bookstore January 2012 - Present
Sterne Agee 1991 - 1998
Interstate/Johnson Lane 1984 - 1991
Federal Reserve Bank of Atlanta 1982 - 1984
Skills
Research, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Public Speaking, Marketing, Event Planning, PowerPoint, Retail, Sales, Strategic Planning
Education
Agnes Scott College 1979 — 1983
B.A., Economics
Maibeth Keith's Sterne Agee Experience January 2013 - Present
Job Senior Payroll Administrator at Sterne Agee
Industry Financial Services
Experience
Sterne Agee January 2013 - Present
Cornerstone Schools of Alabama June 2011 - December 2012
The Exceptional Foundation March 2010 - May 2011
RBC Bank November 2004 - April 2009
SouthTrust Bank August 2002 - October 2004
Skills
Investments, Event Planning, Microsoft Office, Strategic Planning, Financial Analysis, Recruiting, Microsoft Excel, Accounting, Financial Reporting, Employee Benefits, Finance, Nonprofits, Budgets, Private Banking, Accounts Receivable, Banking, Payroll, Cash Management
Education
Birmingham-Southern College
BS, Accounting
Chatham Hall
High School
Sterne Agee January 2013 - Present
Cornerstone Schools of Alabama June 2011 - December 2012
The Exceptional Foundation March 2010 - May 2011
RBC Bank November 2004 - April 2009
SouthTrust Bank August 2002 - October 2004
Skills
Investments, Event Planning, Microsoft Office, Strategic Planning, Financial Analysis, Recruiting, Microsoft Excel, Accounting, Financial Reporting, Employee Benefits, Finance, Nonprofits, Budgets, Private Banking, Accounts Receivable, Banking, Payroll, Cash Management
Education
Birmingham-Southern College
BS, Accounting
Chatham Hall
High School
Joseph Gambino's Sterne Agee Experience January 2011 - Present
Job Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee January 2011 - Present
FSI Capital January 2009 - September 2010
Merrill Lynch 2005 - 2009
Cadwalader, Wickersham & Taft LLP May 2001 - March 2005
Brown & Wood LLP August 1999 - May 2001
Skills
Fixed Income, Securities, Investment Advisory, Hedge Funds, Equities, Alternative Investments, Capital Markets, Series 7, Private Equity, Investment Banking, Derivatives, Wealth Management, Investment Strategies, Credit Derivatives, Structured Products, Trading, Structured Finance
Education
Fordham Law School 1995 — 1999
JD, Law
Marist College 1989 — 1993
BA, Political Science
Sterne Agee January 2011 - Present
FSI Capital January 2009 - September 2010
Merrill Lynch 2005 - 2009
Cadwalader, Wickersham & Taft LLP May 2001 - March 2005
Brown & Wood LLP August 1999 - May 2001
Skills
Fixed Income, Securities, Investment Advisory, Hedge Funds, Equities, Alternative Investments, Capital Markets, Series 7, Private Equity, Investment Banking, Derivatives, Wealth Management, Investment Strategies, Credit Derivatives, Structured Products, Trading, Structured Finance
Education
Fordham Law School 1995 — 1999
JD, Law
Marist College 1989 — 1993
BA, Political Science
Mitchell Thaw's Sterne Agee Experience October 2011 - June 2012
Job Institutional Equity Sales
Industry Financial Services
Experience
Sterne Agee October 2011 - June 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers October 2000 - September 2008
Skills
Hedge Funds, Capital Markets, Investment Banking, Institutional, Equities, Equity Sales, Fixed Income, Bloomberg, Alternative Investments, Series 7, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor's degree, Economics
Sterne Agee October 2011 - June 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers October 2000 - September 2008
Skills
Hedge Funds, Capital Markets, Investment Banking, Institutional, Equities, Equity Sales, Fixed Income, Bloomberg, Alternative Investments, Series 7, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor's degree, Economics
Bradford Rodgers's Sterne Agee Experience 2010 - 2015
Job Senior Associate Counsel at Protective Life
Industry Financial Services
Experience
Protective Life 2015 - Present
Sterne Agee 2010 - 2015
Harbert Management Corporation 2008 - 2009
Wachovia Capital Markets 2007 - 2008
Cadwalader, Wickersham & Taft LLP 2006 - 2007
Bradley Arant Boult Cummings LLP 2005 - 2006
Education
Duke University School of Law 2001 — 2004
Juris Doctor
Furman University 1997 — 2001
B.A., History
Protective Life 2015 - Present
Sterne Agee 2010 - 2015
Harbert Management Corporation 2008 - 2009
Wachovia Capital Markets 2007 - 2008
Cadwalader, Wickersham & Taft LLP 2006 - 2007
Bradley Arant Boult Cummings LLP 2005 - 2006
Education
Duke University School of Law 2001 — 2004
Juris Doctor
Furman University 1997 — 2001
B.A., History
Adair Moody's Sterne Agee Experience September 2014 - Present
Job Advisor Support Associate
Industry Financial Services
Experience
Sterne Agee September 2014 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, English, Public Speaking, Time Management, Leadership, Social Media, Team Leadership
Education
Auburn University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Human Resource Management
Sterne Agee September 2014 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, English, Public Speaking, Time Management, Leadership, Social Media, Team Leadership
Education
Auburn University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Human Resource Management
Troy N. Carlson's Sterne Agee Experience February 2013 - Present
Job Managing Director Head of Corporate Services
Industry Investment Banking
Experience
Sterne Agee February 2013 - Present
KBW January 2002 - February 2013
KBW May 1998 - January 2002
Skills
Series 7, Capital Markets, Equities, Investment Banking, Series 63, Equity Research, Hedge Funds, Bloomberg, Valuation, Sell Side, Financial Modeling, Fixed Income, Equity Trading, Alternative Investments, Private Equity, Financial Markets, Trading, Securities, FINRA, Investments, Portfolio Management, Structured Finance, Asset Management, Options, IPO, Derivatives, Structured Products
Education
University of Iowa 1994 — 1996
Coe College 1996 — 1998
Sterne Agee February 2013 - Present
KBW January 2002 - February 2013
KBW May 1998 - January 2002
Skills
Series 7, Capital Markets, Equities, Investment Banking, Series 63, Equity Research, Hedge Funds, Bloomberg, Valuation, Sell Side, Financial Modeling, Fixed Income, Equity Trading, Alternative Investments, Private Equity, Financial Markets, Trading, Securities, FINRA, Investments, Portfolio Management, Structured Finance, Asset Management, Options, IPO, Derivatives, Structured Products
Education
University of Iowa 1994 — 1996
Coe College 1996 — 1998
Tashman Scott's Sterne Agee Experience April 2007 - Present
Job Managing Director, Institutional Equities at Sterne Agee
Industry Financial Services
Experience
Sterne Agee April 2007 - Present
Oppenheimer & Co. December 2002 - April 2007
Skills
Series 24, Hedge Funds, Trading, Series 7
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Boston University 1982 — 1986
BS
Sterne Agee April 2007 - Present
Oppenheimer & Co. December 2002 - April 2007
Skills
Series 24, Hedge Funds, Trading, Series 7
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Boston University 1982 — 1986
BS
Curt Porter's Sterne Agee Experience May 2005 - May 2007
Job Financial consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Lynne Collier's Sterne Agee Experience May 2009 - Present
Job Managing Director at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee May 2009 - Present
KeyBanc Capital Markets August 2006 - May 2009
Stephens Inc. June 2001 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Christian University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Baylor University 1986 — 1990
Bachelor's degree, Finance, General
Sterne Agee May 2009 - Present
KeyBanc Capital Markets August 2006 - May 2009
Stephens Inc. June 2001 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Christian University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Baylor University 1986 — 1990
Bachelor's degree, Finance, General
Doug Smoot's Sterne Agee Experience 2011 - 2012
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Wedbush Securities 2012 - 2013
Sterne Agee 2011 - 2012
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Oppenheimer & Co. 2010 - 2010
Capstone Sales Advisors 2007 - 2009
Jefferies LLC 2005 - 2007
Knight Securities 2003 - 2005
Chilton Investment Company 2000 - 2003
Smith Barney 1993 - 2000
Skills
Derivatives, Equity..., Equities, Hedge Funds, Asset Management, Derivatives, Fixed Income, Options, Trading, Mutual Funds, Finance, Bonds
Education
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics
Bucknell University 1978 — 1982
Bachelor's degree, Economics
AXA Advisors November 2014 - Present
Wedbush Securities 2012 - 2013
Sterne Agee 2011 - 2012
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Oppenheimer & Co. 2010 - 2010
Capstone Sales Advisors 2007 - 2009
Jefferies LLC 2005 - 2007
Knight Securities 2003 - 2005
Chilton Investment Company 2000 - 2003
Smith Barney 1993 - 2000
Skills
Derivatives, Equity..., Equities, Hedge Funds, Asset Management, Derivatives, Fixed Income, Options, Trading, Mutual Funds, Finance, Bonds
Education
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics
Bucknell University 1978 — 1982
Bachelor's degree, Economics
Htoo H Wai's Sterne Agee Experience July 2012 - August 2012
Job Credit Specialist Intern at PayPal
Industry Information Technology and Services
Experience
PayPal June 2015 - August 2015
Ascend Analytics August 2014 - December 2014
Sterne Agee July 2012 - August 2012
Skills
Object Oriented Design, SQL, Community Outreach, Matlab, Programming, Java, Statistics, Microsoft Excel, Microsoft Word, Algorithms, R, Microsoft Office
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Operations Research and Information Engineering
John Dewey High School 2010 — 2012
PayPal June 2015 - August 2015
Ascend Analytics August 2014 - December 2014
Sterne Agee July 2012 - August 2012
Skills
Object Oriented Design, SQL, Community Outreach, Matlab, Programming, Java, Statistics, Microsoft Excel, Microsoft Word, Algorithms, R, Microsoft Office
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Operations Research and Information Engineering
John Dewey High School 2010 — 2012
Dennis DiCicco's Sterne Agee Experience April 2011 - September 2012
Job Fixed Income Trader, Capital Security Advisors LLC
Industry Financial Services
Experience
Capital Security Advisors LLC December 2013 - Present
Cantor Fitzgerald 2012 - 2013
Sterne Agee April 2011 - September 2012
Skills
I am a Registered..., I hold a Series 7,..., I have 5+ years..., Sales, Trading, Financial Analysis, Investments, Management, Customer Service, Leadership, Financial Modeling, Portfolio Management, Series 7, CFA Level II Candidate
Education
Bentley University 2004 — 2008
Bachelor of Applied Science (BASc), Finance and Marketing
Bentley University 2004 — 2008
Capital Security Advisors LLC December 2013 - Present
Cantor Fitzgerald 2012 - 2013
Sterne Agee April 2011 - September 2012
Skills
I am a Registered..., I hold a Series 7,..., I have 5+ years..., Sales, Trading, Financial Analysis, Investments, Management, Customer Service, Leadership, Financial Modeling, Portfolio Management, Series 7, CFA Level II Candidate
Education
Bentley University 2004 — 2008
Bachelor of Applied Science (BASc), Finance and Marketing
Bentley University 2004 — 2008
Amy Rousse, CPA (Inactive)'s Sterne Agee Experience September 2012 - Present
Job Corporate Controller, Vice President at Sterne Agee
Industry Financial Services
Experience
Sterne Agee September 2012 - Present
Morgan Keegan & Co Inc September 2000 - September 2012
Skills
Accounting, Budgets, Finance, Mergers
Education
Christian Brothers University 1997 — 1999
Master of Business Administration (M.B.A.), Focus in Accounting, Completed 18 hours of the MBA program
Christian Brothers University 1992 — 1996
Bachelor's Degree, Accounting
Sterne Agee September 2012 - Present
Morgan Keegan & Co Inc September 2000 - September 2012
Skills
Accounting, Budgets, Finance, Mergers
Education
Christian Brothers University 1997 — 1999
Master of Business Administration (M.B.A.), Focus in Accounting, Completed 18 hours of the MBA program
Christian Brothers University 1992 — 1996
Bachelor's Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY