Sterne Agee

Industry: Company

Description

Founded: 1901 Parent organization: Stifel Subsidiaries: W R P Investments Inc, Sterne Agee UK LLP,

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531 Sterne Agee employees in database. Find out everything there's to know about Sterne Agee employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Sterne Agee Employees

Employee
Years
Job
Industry
Robert Stearns Robert Stearns Atlanta, Georgia Details
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

Chris Collier Chris Collier Little Rock, Arkansas Area Details
Chris Collier's Sterne Agee Experience February 2009 - August 2011
Job Founding Partner, Top Level Tournaments, LLC
Industry Sports
Experience
Jacksonville Lighthouse CPA Charter School   July 2014 - Present
Top Level Tournaments, LLC   November 2012 - Present
Bean Hamilton Corporate Benefits   August 2011 - August 2012
Sterne Agee   February 2009 - August 2011
Stanford Group Company  November 2006 - February 2009
StillPoint Advisors, Inc.   October 2004 - November 2006
Merrill Lynch  July 1990 - October 2004

Skills
Strategic Planning, Coaching, Public Speaking, Social Networking, Delivering Results, Organizational..., Change Management, Team Building, Mentoring, Networking, Fundraising, Community Service, Building Relationships, Human Resources, Series 7, Leadership Development, Strategy, Nonprofits, Business Development, Management, Sales, Time Management, CRM, Facebook, Employee Benefits, Finance, Marketing, Public Relations, Entrepreneurship, Start-ups, Training, Recruiting, Small Business, Budgets, Social Media Marketing, Event Planning, Social Media, New Business Development, Leadership

Education
Hendrix College   1977 — 1981
Bachelor of Arts, Political Science

Hot Springs High School, Hot Springs, Arkansas   1974 — 1977
College Prep

Justin Brennan Justin Brennan San Francisco Bay Area Details
Justin Brennan's Sterne Agee Experience September 2009 - September 2013
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services  August 2015 - Present
Barclays Investment Bank  October 2013 - August 2015
Sterne Agee   September 2009 - September 2013
The Climate Corporation (formerly WeatherBill)   October 2007 - July 2009
RBC Capital Markets  March 2001 - March 2007

Education
Harvard University   1993 — 1997
AB, History

Ariel Doran Ariel Doran Dallas, Texas Details
Ariel Doran's Sterne Agee Experience August 2013 - December 2013
Job SAP Security and GRC Advisory Associate at PwC
Industry Information Technology and Services
Experience
PwC  August 2014 - Present
Torchmark Corporation  May 2013 - July 2014
UA MIS Client: Med+Pass   January 2014 - May 2014
Sterne Agee   August 2013 - December 2013
Torchmark Corporation  June 2013 - August 2013
UA MIS Program  November 2012 - December 2012
University of Alabama  August 2011 - December 2011
Beat Auburn Beat Hunger   July 2011 - November 2011
Rockfish Restaurant   May 2010 - December 2010

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Visual C#, C#, SQL Server Management..., Microsoft Visual Studio..., SharePoint, Visio, Management, Process Improvement, Time Management, Business Analysis, Customer Service, Leadership, Project Management, Public Speaking

Education
University of Alabama   2013 — 2014
Master of Science in Enterprise Integration

Ecole supérieure de Commerce de Bordeaux-Ecole de Management / Bordeaux Business School   2012 — 2013

University of Alabama   2009 — 2013
Bachelor of Science in Business Administration (BS), Economics and Finance

Dan Weber Dan Weber Greater Chicago Area Details
Dan Weber's Sterne Agee Experience November 2011 - Present
Job Institutional Fixed Income
Industry Capital Markets
Experience
Sterne Agee   November 2011 - Present
Carolina Capital Markets  March 2009 - July 2011
Jubilee Centre   June 2009 - May 2011

Skills
Fixed Income, Public Speaking, Process Consulting, Sales, CMBS, Bloomberg, Microsoft Excel, PowerPoint, Fixed Income Analysis, MBS, Total Return, Bonds, Capital Markets, Hedge Funds, Trading

Education
Wheaton College   1999 — 2001
BA, C.E.

Indiana University Bloomington   1996 — 1998

Gregory Hackett Gregory Hackett New York, New York Details
Gregory Hackett's Sterne Agee Experience June 2011 - June 2013
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  May 2014 - Present
Sterne Agee   June 2011 - June 2013
Stifel Financial Corp.  June 2008 - June 2011
ACA Capital  June 2006 - June 2008
Fitch Ratings  May 2004 - June 2006

Skills
Trepp, Bloomberg, Microsoft Excel, Intex, PowerPoint, Series 7, Series 63, Securitization, Fixed Income, Trading, CMBS, Bonds, Securities, Capital Markets, Alternative Investments, Asset Management, Investment Banking, Hedge Funds, Valuation, Structured Products, Financial Modeling, Portfolio Management, Investments, Structured Finance

Education
Pace University - Lubin School of Business   2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance

Jared Kling Jared Kling Miami/Fort Lauderdale Area Details
Jared Kling's Sterne Agee Experience October 2009 - May 2011
Job Investment Management PWM at BB&T
Industry Financial Services
Experience
BB&T  October 2014 - June 2015
Wells Fargo Advisors  October 2012 - September 2014
Boca Prestige Real Estate   June 2005 - November 2012
Sterne Agee   October 2009 - May 2011
CBG financial Group  February 2008 - October 2009

Skills
Investments, Asset Managment, Valuation, Real Estate, Brokerage, Due Diligence, Portfolio Management, Financial Analysis, Property Management, Financial Modeling, Securities, Asset Management, Banking, Finance, Property, Credit

Education
Lynn University   1999 — 2005
Criminal Justice/Behavioral Science

York Suburban High School   1995 — 1999

Thomas Sheridan Thomas Sheridan Birmingham, Alabama Details
Thomas Sheridan's Sterne Agee Experience September 2013 - January 2015
Job Looking For New Opportunities
Industry Financial Services
Experience
Sterne Agee   September 2013 - January 2015
Fidelity Investments  July 2013 - August 2013
Fidelity Investments  January 2013 - July 2013

Skills
Series 7, Series 63, Series 65

Education
Samford University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

Carlos Eduardo Conte Jr. Carlos Eduardo Conte Jr. Birmingham, Alabama Details
Carlos Eduardo Conte Jr.'s Sterne Agee Experience January 2015 - June 2015
Job Senior Quality Assurance Analyst at Sterne Agee
Industry Banking
Experience
Sterne Agee   January 2015 - June 2015
BBVA Compass  July 2011 - January 2015
Infinity Insurance  February 2011 - April 2011
SunGard  September 2006 - January 2009

Skills
Microsoft Office, Application Lifecycle..., JIRA, Bugzilla, SharePoint, Adobe Acrobat, Regression Testing, Defect Tracking, Test Execution, Software Documentation, Business Analysis, User Acceptance Testing, Test Cases, System Testing, Test Planning, SDLC, Testing, Requirements Analysis, Quality Assurance

Education
Hoover High School   1999 — 2002

Jefferson State Community College

Luke Forstmann Luke Forstmann Baton Rouge, Louisiana Details
Luke Forstmann's Sterne Agee Experience June 2010 - July 2011
Job Project Coordinator, PCI
Industry Management Consulting
Experience
Performance Contractors  May 2013 - Present
Zaah Technologies  December 2010 - October 2012
Sterne Agee   June 2010 - July 2011
IMG  May 2004 - March 2010

Skills
Marketing Strategy, Business Strategy, Strategic Partnerships, B2B Marketing, Social Networking, Networking, Business Networking, New Business Development, Negotiation, Stock Market, Strategic Planning, Problem Solving, Strategic Financial..., Event Planning, PowerPoint, Social Media, Entrepreneurship, Marketing, Product Development, Social Media Marketing, Start-ups

Education
The George Washington University   2001 — 2003

Hofstra University   2000 — 2001

Adam Kramer Adam Kramer Atlanta, Georgia Details
Adam Kramer's Sterne Agee Experience November 2008 - November 2010
Job Sr. Copywriter
Industry Writing and Editing
Experience
Ogilvy & Mather  September 2013 - Present
Case-Mate  December 2012 - September 2013
Focus Brands  November 2010 - November 2012
Sterne Agee   November 2008 - November 2010
Georgian Bank  November 2005 - November 2008
RBC  November 2001 - November 2005
College Television Network  November 1999 - November 2001

Skills
Social Media, Advertising, Social Media Marketing, Marketing, Marketing Communications, Copywriting, Integrated Marketing, Digital Marketing, Public Relations, Marketing Strategy, Event Planning, Online Advertising, Brand Management, Facebook, Creative Strategy, Brand Development

Education
Portfolio Center   1998 — 2000
Writing, General

University of Michigan   1994 — 1998
Bachelor's degree, English Language and Literature, General

Richmond, The American International University in London

Jonathan T. Palan Jonathan T. Palan Greater New York City Area Details
Jonathan T. Palan's Sterne Agee Experience May 2005 - August 2010
Job President and Co Founder at AutoFi
Industry Automotive
Experience
AutoFi   December 2014 - Present
LendingHome Corporation  April 2014 - Present
LC Advisors, a Lending Club Company   August 2010 - January 2014
Sterne Agee   May 2005 - August 2010
Oppenheimer & Co.   2003 - 2005

Skills
Consumer Lending, Asset Management, Asset Based Lending, ABS, Investments, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Structured Products, Financial Markets, Structured Finance, Funding, Private Placements, Investment Advisory, Bloomberg, Series 7, Series 63, Investment Strategies, Asset Managment, Venture Capital, Portfolio Management, Equities, Investment Banking, Private Equity, Financial Services, Finance

Education
Purdue University   1999 — 2003
BS, Economics

The Peddie School   1995 — 1999

Paul Garner Paul Garner Miami/Fort Lauderdale Area Details
Paul Garner's Sterne Agee Experience 2011 - 2012
Job Director at SL Capital
Industry Real Estate
Experience
SL Capital   February 2014 - Present
Cantor Fitzgerald - CCRE  February 2012 - February 2014
Sterne Agee   2011 - 2012
KeyBanc Capital Markets  2008 - 2011

Skills
Equities, Bloomberg Terminal, Excel, PowerPoint, Access, Microsoft Excel, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Bloomberg, Fixed Income, Derivatives, Series 7, Investments, Investment Banking, Commercial Real Estate, CMBS

Education
Tulane University - A.B. Freeman School of Business   2007 — 2008
Master of Finance, Finance, Magna Cum Laude

Louisiana State University and Agricultural and Mechanical College   2004 — 2007
Bachelor, Finance

Jennifer Mulkey Jennifer Mulkey Birmingham, Alabama Details
Jennifer Mulkey's Sterne Agee Experience 1985 - 1990
Job Homemaker
Industry Individual & Family Services
Experience
Mulkey household   Office AssistantG & R Plant Maintenance1994 - 1997
Sterne Agee   1985 - 1990
AmSouth Bank  1978 - 1983

Skills
Childcare, Child Development, Data Entry, Case Managment, Crisis Intervention, Volunteer Management, Mental Health, Social Services, Community Outreach, Customer Service, Group Therapy

Education
Southern Institute, Birmingham, AL   1978 — 1980
Associate of Science (A.S.), Fashion Merchandising

Samford University

Derrick Gray II Derrick Gray II Birmingham, Alabama Area Details
Derrick Gray II's Sterne Agee Experience June 2012 - November 2012
Job Staff Accountant
Industry Financial Services
Experience
Birmingham Police   2015 - Present
Portfolio Recovery Associates  June 2013 - Present
Sterne Agee   June 2012 - November 2012
Wells Fargo Home Mortgage  June 2010 - June 2012
C Jack Properties LLC   September 2009 - November 2009

Skills
•Microsoft Office,..., •Accounting System..., •Tax Wise Accounting..., Finance, Management, Accounting, Credit, Leadership, QuickBooks, Account Reconciliation, Sales, Customer Service, Financial Analysis

Education
Miles College   2005 — 2010
Miles College, Accounting and Business Administration

Miles College   2005 — 2010
Bachelor’s Degree, Dual Major: Accounting & Business Admin

Brendan P. Gallagher Brendan P. Gallagher New Orleans, Louisiana Details
Brendan P. Gallagher's Sterne Agee Experience August 2014 - Present
Job Financial Services Intern at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   August 2014 - Present
Loyola University New Orleans Student Government Association   April 2014 - Present
Loyola University New Orleans  August 2013 - Present
RDI Corporation  June 2014 - August 2014

Skills
Financial Analysis, Department Budgeting, Microsoft Office, Adaptability, Team Leadership, Team-oriented, Logistics, Management, Inventory Management, Customer Service, Time Management, Customer Satisfaction

Education
Loyola University New Orleans   2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics

Aurora High School   2007 — 2011

Michael Moorer Michael Moorer Birmingham, Alabama Details
Michael Moorer's Sterne Agee Experience March 2014 - Present
Job Operations at Sterne Agee
Industry Banking
Experience
Sterne Agee   March 2014 - Present
Wells Fargo Home Mortgage  July 2012 - April 2014
Wells Fargo Home Mortgage  August 2012 - October 2013

Skills
Microsoft Office, Mortgage Banking, Mortgage Lending, Compliance, Leadership Development, Customer Service, Problem Solving, Critical Thinking, Sales

Education
Miles College   2008 — 2012
Bachelors of Science - Cum Laude, Business Administration

Jack Griffin Jack Griffin Chicago, Illinois Details
Jack Griffin's Sterne Agee Experience November 2014 - April 2015
Job Analyst at Stephens, Inc.
Industry Investment Banking
Experience
Stephens Inc.  April 2015 - Present
Sterne Agee   November 2014 - April 2015
Old National Bank  June 2013 - November 2014
Kelley School of Business  August 2009 - May 2013
Atlas World Group International  November 2009 - March 2010

Skills
Marketing, Finance, Microsoft Excel, Photoshop, Group Practice..., Sales Presentations, Marketing Strategy, Financial Analysis

Education
Indiana University Bloomington   2009 — 2013
Bachelor of Business Administration (BBA), Marketing & Finance, Senior

Alan Ronald Alan Ronald Campbell, California Details
Alan Ronald's Sterne Agee Experience December 2006 - June 2014
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Sterne Agee   December 2006 - June 2014
Citigroup Global Markets, Inc.   March 1997 - December 2006
Dean Witter Reynolds  January 1987 - March 1997
Victor Technologies  June 1983 - December 1986
Occidental Petroleum  April 1975 - May 1983

Education
Pepperdine University
M.B.A., Business

University of California, Davis
Bachelor of Arts, Economics and Psychology

John Metzler John Metzler Greater New Orleans Area Details
John Metzler's Sterne Agee Experience June 2012 - September 2012
Job Accountant
Industry Accounting
Experience
Youth Empowerment Project  May 2015 - Present
Edward Jones  December 2013 - November 2014
Edward Jones  August 2013 - December 2013
Sterne Agee   June 2012 - September 2012

Skills
Financial Modeling, Series 7, Financial Analysis, Securities, Mutual Funds, Investments, Credit, Equities, Capital Markets, Equity Research, Valuation, Microsoft Excel, Investment Banking, Corporate Finance, Fixed Income, Portfolio Strategies, Asset Allocation, Series 66, Accounting, Financial Accounting, Cost Accounting, Tax Accounting, Government Accounting, Microsoft Office, Leadership, Customer Service, Finance, Public Speaking, Strategic Planning, Management, Social Media, Marketing, PowerPoint, Financial Planning, Risk Management

Education
University of New Orleans   2015 — 2016
Master of Science (M.S.), Accounting

University of New Orleans   2009 — 2012
Bachelor, Finance

Brother Martin High School   2002 — 2007

Louisiana State University

Blair Brantley, CFA Blair Brantley, CFA Glen Allen, Virginia Details
Blair Brantley, CFA's Sterne Agee Experience 2009 - 2011
Job Equity Analyst at BB&T Capital Markets
Industry Research
Experience
BB&T Capital Markets  May 2011 - Present
Sterne Agee   2009 - 2011
Stifel Financial Corp.  2002 - 2009

Skills
Equity Research, Valuation, Securities, Series 7, Financial Analysis, Bloomberg, Equity Valuation, Capital Markets, Equities, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds

Education
Randolph-Macon College   1996 — 2000
Bachelor of Arts (B.A.), Business & Economics

Adam Aspes Adam Aspes Atlanta, Georgia Details
Adam Aspes's Sterne Agee Experience February 2006 - February 2015
Job Institutional Equity Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  March 2015 - Present
Sterne Agee   February 2006 - February 2015
Moors & Cabot  2002 - 2006
Keefe Managers   2000 - 2002

Education
University of Florida   1993 — 1997
Bachelor of Science (BS), Finance, General

Richmond, The American International University in London   1996 — 1996

Scott Studwell Scott Studwell Old Greenwich, Connecticut Details
Scott Studwell's Sterne Agee Experience May 2014 - April 2015
Job Capital Markets
Industry Investment Banking
Experience
Stephens Inc.  April 2015 - Present
Sterne Agee   May 2014 - April 2015
KBW  October 2004 - February 2013
Bear Stearns  April 1996 - June 2004

Skills
Portfolio Management, Mergers & Acquisitions, Options

Education
Salve Regina University   1991 — 1995

Christopher Wiederhold Christopher Wiederhold Denver, Colorado Details
Christopher Wiederhold's Sterne Agee Experience April 2013 - April 2015
Job Asset Management and Acquisitions
Industry Real Estate
Experience
Forum Real Estate Group  April 2015 - Present
Sterne Agee   April 2013 - April 2015
Davenport & Company LLC  September 2011 - April 2013
Boxwood Partners  June 2011 - September 2011
AXA US  June 2010 - August 2010
AXA US  June 2009 - August 2009
AIG  June 2008 - August 2008
AIG  December 2007 - January 2008

Skills
Investments, Financial Modeling, Capital Markets, Asset Management, Corporate Finance, Securities

Education
University of Richmond - Robins School of Business   2007 — 2011
BSBA, Finance

Macquarie University   2009 — 2009
BS, Finance

Dudley Brickhouse, CFA,CFP®, CAIA Dudley Brickhouse, CFA,CFP®, CAIA Savannah, Georgia Area Details
Dudley Brickhouse, CFA,CFP®, CAIA's Sterne Agee Experience October 2012 - March 2014
Job Investment Counselor at Boys, Arnold & Company
Industry Financial Services
Experience
Boys, Arnold & Company   November 2014 - Present
Sterne Agee   October 2012 - March 2014
Wells Fargo Advisors, LLC  September 2011 - October 2012
Morgan Stanley Investment Management / Van Kampen Funds   September 1997 - November 2007
Bank of America  May 1985 - August 1997

Education
North Carolina State University   1985 — 1987
Master of Science, Management

North Carolina State University   1980 — 1985
Bachelor of Science, Industrial Engineering

Alex Pettee Alex Pettee New Canaan, Connecticut Details
Alex Pettee's Sterne Agee Experience June 2012 - August 2012
Job Retail Investment Properties Intern at CBRE
Industry Financial Services
Experience
CBRE  June 2013 - August 2013
Sterne Agee   June 2012 - August 2012
Pettee Investors, Inc.   May 2011 - August 2011
SunAmerica Financial Group  June 2010 - August 2010

Skills
Equities, Financial Modeling, Portfolio Management, Fixed Income, Investments, Bloomberg, Capital Markets, Financial Analysis, Valuation, Securities, Investment Banking, Equity Research, Hedge Funds, Wealth Management, Asset Management, Corporate Finance, Alternative Investments, Mutual Funds, Microsoft Excel, Microsoft Office

Education
Georgetown University   2013 — 2014
Master's Degree, Real Estate Finance

Georgetown University   2009 — 2013
Bachelor's Degree, Finance

Mac Ahsler Mac Ahsler Greater New York City Area Details
Mac Ahsler's Sterne Agee Experience June 2013 - August 2013
Job Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  June 2014 - Present
Sterne Agee   June 2013 - August 2013

Skills
Bloomberg, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Athletics, Communication Skills, Data Analysis, Economics, Financial Analysis

Education
Lafayette College   2010 — 2014
Bachelor of Arts (B.A.), Economics, Financial Policy and Analysis, Government and Law

London School of Economics and Political Science
Finance

Brian Sepe Brian Sepe Miami, Florida Details
Brian Sepe's Sterne Agee Experience February 2013 - March 2015
Job Retired Merrill Lynch Wealth Mgmt Executive
Industry Financial Services
Experience
Sterne Agee   February 2013 - March 2015
Miami Dade College  December 2011 - April 2012
Merrill Lynch  January 2009 - December 2010
Merrill Lynch  January 2008 - December 2008
Merrill Lynch  April 2006 - December 2007
Merrill Lynch  September 2005 - April 2006
Merrill Lynch  September 2001 - September 2005
Merrill Lynch  October 1999 - September 2001
Merrill Lynch  July 1995 - October 1999
Merrill Lynch  December 1979 - July 1995

Skills
Microsoft Office, Series 7, Wealth Management, Banking, Series 63, Capital Markets, Fixed Income, Financial Services, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Risk Management, Financial Analysis, Investment Advisory, Wealth Management..., Securities, Equities, Investment Banking, Retirement Planning, Portfolio Management, Investments, Estate Planning, Financial Advisory, Strategic Financial..., FINRA, Private Banking, High Net Worth..., Private Equity, ETFs, Structured Products, Uniform Combined State..., Financial Markets, Investment Strategies, Series 65, Series 24, Investment Management, Options, Separately Managed..., Bloomberg, Bonds, Derivatives, Retirement, Wealth, Equity Trading, Trading, Equity Research, Fund Of Funds, Emerging Markets, Bloomberg Terminal

Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.)

Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.)

April Pitts, MBA April Pitts, MBA Birmingham, Alabama Area Details
April Pitts, MBA's Sterne Agee Experience April 2013 - Present
Job Financial Project Manager
Industry Financial Services
Experience
Sterne Agee   April 2013 - Present
Raymond James Financial Inc.  January 2005 - April 2013
Morgan Keegan & Company, Inc.   August 2002 - January 2005
Western Star Trucks  July 1992 - July 1997

Skills
Account Reconciliation, Accounting, General Ledger, Financial Statements, Journal Entries, Fixed Assets, Auditing, Bank Reconciliation, Internal Audit, Payroll, Financial Reporting, Invoicing, Peachtree, Management, Securities, Microsoft Excel, SAGE 500 ERP, Sage FAS Fixed Assets

Education
Keller Graduate School of Management of DeVry University   2007 — 2010
MBA, Business, concentration Accounting

University of Tennessee-Knoxville   2000 — 2002
BS, Accounting

Pellissippi State Technical Community College   1997 — 2000
Associate Degree, Accounting

Brittany Hamilton Brittany Hamilton Orlando, Florida Area Details
Brittany Hamilton's Sterne Agee Experience June 2013 - August 2014
Job Risk Management Consultant at a Regional Financial Institution
Industry Financial Services
Experience
Sterne Agee   June 2013 - August 2014
Pierpont Securities (formerly Cortview Capital Markets)   February 2012 - April 2013
Richmond CASA   April 2011 - April 2013
The Leukemia & Lymphoma Society, Team in Training   April 2011 - April 2013
Virginia College Savings Plan  May 2012 - August 2012
Community Tax Law Project  May 2011 - August 2011
Reves Center for International Studies, College of William and Mary   August 2009 - May 2010
AIM Columbus   January 2007 - December 2009
Office of E. Dennis Mucknicki   June 2009 - August 2009
Practical Skills Training Center for Rural Women   February 2009 - May 2009

Skills
Data Entry, French, Conversational Chinese, Legal Research, Research, Market Research, Writing, Analysis, Editing, Management, Program Management

Education
University of Richmond - Robins School of Business   2011 — 2013
J.D./M.B.A., Business, Finance, Accounting, Management

University of Richmond School of Law   2010 — 2013
J.D./M.B.A, Law, Business Law, International Law

William & Mary   2006 — 2010
BA, International Relations, Economics

Peking University   2009 — 2009
N/A, Chinese, Chinese Government

New Albany High School   2004 — 2006
GED

Westminster Christian Academy   2002 — 2004

Guy Corcoran, Jr. Guy Corcoran, Jr. New York, New York Details
Guy Corcoran, Jr.'s Sterne Agee Experience December 2012 - April 2015
Job Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities  July 2015 - Present
Sterne Agee   December 2012 - April 2015
Imperial Capital  October 2011 - December 2012
Citadel Investment Group  June 2010 - August 2011
ICAP  April 2009 - May 2010
Citi Global Markets  1993 - 2009
Corcoran & Corcoran Inc   March 1991 - August 1993

Education
Iona College

Mercy College

Birpartap Singh Birpartap Singh Sewanee, Tennessee Details
Birpartap Singh's Sterne Agee Experience June 2014 - August 2014
Job Financial Analyst Intern at Sterne Agee
Industry Banking
Experience
Sewanee Investment Club   August 2013 - Present
University of the South  April 2014 - Present
Sterne Agee   June 2014 - August 2014
Tell-tale Capital Corp.   May 2013 - August 2013
University of the South  August 2012 - May 2013
Lowe's Home Improvement  May 2012 - August 2012
Target  September 2009 - May 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Punjabi, Hindi, Financial Risk, PowerPoint, Banking, Event Planning, Research, Team Leadership, Financial Analysis, Statistics, Leadership, Social Media, Public Speaking, Financial Modeling, Philosophy of Mind, Editing

Education
Sewanee-The University of the South   2011 — 2015
Bachelor of Arts (Expected), Economics, Philosophy, and Business Minor

Mcgavock High School   2007 — 2011
Honors Graduate and top 10% of class

Carrie Green, CPA Carrie Green, CPA Moody, Alabama Details
Carrie Green, CPA's Sterne Agee Experience May 2008 - May 2010
Job Chief Financial Officer at Geographic Information Services, Inc.
Industry Information Technology and Services
Experience
Geographic Information Services, Inc.   October 2012 - Present
One Stop Environmental  June 2010 - September 2012
Sterne Agee   May 2008 - May 2010

Skills
Accounting, Finance, Auditing, Financial Reporting, General Ledger, Internal Controls

Education
Samford University
Master of Accountancy (MAcc), Accounting

University of North Alabama
Bachelor of Business Administration (B.B.A.), Accounting & Computer Information Systems

Nick Danna IV Nick Danna IV Greater New Orleans Area Details
Nick Danna IV's Sterne Agee Experience July 2009 - July 2011
Job Partner & Financial Advisor at ADG Wealth Management
Industry Financial Services
Experience
ADG Wealth Management   August 2011 - Present
Sterne Agee   July 2009 - July 2011
Sterne Agee   June 2003 - June 2009
Hibernia Southcoast Capital  July 2002 - June 2003
Ernst & Young  January 2000 - July 2002

Education
Louisiana State University   1998 — 1999
Master of Science, Finance

Louisiana State University   1994 — 1998
Bachelor of Science, Accounting

Jesuit High School   1989 — 1994

Robert Obarski, CFA Robert Obarski, CFA Greater Chicago Area Details
Robert Obarski, CFA's Sterne Agee Experience May 2009 - Present
Job Managing Director
Industry Capital Markets
Experience
Sterne Agee   May 2009 - Present
JP Morgan  2002 - 2009

Skills
Alternative Investments, Capital Markets, Series 7, Bonds, Equities, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Hedge Funds, Securities, Financial Modeling, Asset Allocation

Education
Saint Mary's University of Minnesota   1978 — 1980
B.A., Economics & Marketing

Phillip Coley Phillip Coley Birmingham, Alabama Area Details
Phillip Coley's Sterne Agee Experience July 2012 - January 2015
Job Senior Developer at EBSCO Industries
Industry Computer Software
Experience
EBSCO Industries  January 2015 - Present
Sterne Agee   July 2012 - January 2015
O'Neal Steel  January 2012 - July 2012
El Paso Corporation, Southern Natural Gas Pipeline   June 2008 - August 2011
ITAC Solutions  December 2006 - June 2008
nVision Global Technology Solutions, Inc.   April 2002 - December 2006
Extreme Logic  June 2000 - April 2002

Skills
Software Design, Software Development, Software Implementation, SDLC, Visio, Agile Methodologies, .NET, Databases, SharePoint, Microsoft SQL Server, C#, Crystal Reports, Web Services, XML, JavaScript

Education
Jacksonville State University   1996 — 2000
Bachelor of Science, Computer Science concentrated in Software Engineering

Bret Stucker Bret Stucker Lafayette, Louisiana Details
Bret Stucker's Sterne Agee Experience July 2009 - October 2009
Job Materials Coordinator Supply Chain at Ensco plc
Industry Oil & Energy
Experience
Ensco plc  October 2014 - Present
Ensco plc  April 2012 - October 2014
Ensco plc  September 2011 - April 2012
Sterne Agee   July 2009 - October 2009
Wachovia Securities  January 2009 - May 2009
Wachovia Securities  August 2007 - May 2008
Merrill Lynch  June 2007 - August 2007

Skills
PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Negotiation, Project Management, Project Planning, Contract Management, Forecasting, Energy, Supply Chain, Purchasing, Procurement, Contract Negotiation, Data Analysis, Supplier Quality, Teamwork, Supply Chain..., Budgets, Supplier Development

Education
Loyola University New Orleans   2009 — 2011
MBA, Finance

University of Louisiana at Lafayette   2004 — 2008
Bachelor of Business Administration (BBA), Finance

Anthony Robello Anthony Robello San Francisco Bay Area Details
Anthony Robello's Sterne Agee Experience January 2012 - December 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Parallel Advisors  December 2013 - November 2014
Sterne Agee   January 2012 - December 2013
Meridian Commercial  March 2010 - December 2010
Cassidy Turley  July 2008 - June 2010
Northern Trust  April 2000 - August 2003
Mellon Private Asset Management  April 1995 - April 2000

Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth

Education
San Francisco State University
Bachelor of Science, Finance

Marin Catholic High School   1980 — 1984

Tim Morgan Tim Morgan Greater Atlanta Area Details
Tim Morgan's Sterne Agee Experience June 2004 - May 2007
Job Account Manager
Industry Oil & Energy
Experience
PIC Group, Inc.   August 2014 - Present
Randstad Engineering US  December 2011 - August 2014
ProEnergy Services  August 2007 - November 2011
Randstad Engineering US  March 2006 - August 2007
Sterne Agee   June 2004 - May 2007
Prudential Securities  January 2001 - June 2004
Morgan Stanley  April 1998 - January 2001
Regional Transportation Authority of Northeastern Illinois (RTA)   June 1990 - April 1998

Skills
Leadership, Sales, Energy, Management, Sales Management, Negotiation, Business Development, Power Generation, Technical Recruiting, Contract Negotiation, Engineering, Sourcing, Renewable Energy, Permanent Placement, Business Strategy, Temporary Placement, Account Management, Procurement, Contract Management, Project Management, Talent Acquisition

Education
Quinlan School of Business, Loyola University Chicago   1993 — 1996
MBA, Marketing

University of Toledo   1984 — 1989
BBA, Finance

Philip Cox Jr. Philip Cox Jr. Greater Atlanta Area Details
Philip Cox Jr.'s Sterne Agee Experience March 2010 - October 2013
Job Certified Financial Planner TM
Industry Financial Services
Experience
Bluestone Wealth Planning, LLC   November 2013 - Present
Sterne Agee   March 2010 - October 2013
J.P. TURNER & COMPANY, L.L.C   August 2007 - March 2010
DUNWOODY BROKERAGE SERVICES, INC   February 2004 - September 2005
H&R BLOCK FINANCIAL ADVISORS, INC.   January 1997 - July 2002

Skills
Securities, Investment Strategies, Wealth Management, Investments, Strategic Financial..., Asset Management, Mutual Funds, Tactical Asset..., Finance, Financial Planning

Education
Oglethorpe University   1999 — 2001
Certified Financial Planner Program, Financial Planning and Services

The University of Georgia   1990 — 1994
Bachelor of Science

University of Hawaii at Manoa   1989 — 1990

Edward Seyler Edward Seyler Baton Rouge, Louisiana Details
Edward Seyler's Sterne Agee Experience May 2011 - July 2011
Job Research Methodologist at Louisiana Legislative Auditor
Industry Government Administration
Experience
Louisiana Legislative Auditor  July 2015 - Present
Louisiana Legislative Auditor  June 2013 - July 2015
Sterne Agee   May 2011 - July 2011
89.9 WWNO   May 2009 - August 2009

Skills
Public Policy, Econometrics, Economics, Program Evaluation, Public Finance, Public Administration, Performance Auditing, R, Stata, VBA

Education
Louisiana State University   2012 — 2014
Master of Science (M.S.), Economics

Loyola University New Orleans   2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics

Jesuit High School of New Orleans   2003 — 2008
High School

Katya Baron Katya Baron Greater New York City Area Details
Katya Baron's Sterne Agee Experience July 2013 - May 2015
Job Managing Director, Capital Markets at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital  July 2015 - Present
Sterne Agee   July 2013 - May 2015
Gleacher & Company  June 2008 - April 2013
Barclays Capital  September 2003 - May 2007
FGIC, GE Capital   January 2003 - September 2003
J.P. Morgan Securities   July 2000 - October 2002

Skills
Capital Markets, Structured Finance, Fixed Income, Investment Banking, Securities, Securitization

Education
Mount Holyoke College   1998 — 2000
BA, International Relations

Kyle Hartman Kyle Hartman New York, New York Details
Kyle Hartman's Sterne Agee Experience September 2014 - June 2015
Job Investment Banking at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  June 2015 - Present
Sterne Agee   September 2014 - June 2015
Sterne Agee   October 2013 - September 2014
Sterne Agee   October 2012 - October 2013
Capital Investment Group  January 2012 - May 2012

Skills
Corporate Development, Investment Banking, Financial Modeling, Financial Analysis, Business Valuation, Financial Forecasting, Microsoft Office, Microsoft Excel, Wealth Management, Financial Statements, Corporate Finance

Education
North Carolina State University   2008 — 2012
Bachelor of Arts (B.A.), Economics, Cum Laude

Marcus Lundy III Marcus Lundy III Mclean, Virginia Details
Marcus Lundy III's Sterne Agee Experience March 2014 - July 2014
Job Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors  August 2014 - Present
Sterne Agee   March 2014 - July 2014
Marcus Lundy Jr. City Council Campaign   July 2013 - October 2013
UBS  May 2012 - March 2013
Douglas Aquatics, Inc.   May 2010 - July 2011

Skills
Wealth Management, Economics, Fundraising, Financial Services, Investments, Political Campaigns, Community Outreach, Marketing, Analysis, Asset Allocation, Cold Calling, Leadership, Management, Microsoft Excel, Strategic Planning, Sales, Customer Service, Public Speaking

Education
George Mason University   2011 — 2013
Bachelor of Arts (B.A.), Economics

John Tyler Community College   2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.3

J. David Anderson J. David Anderson New York, New York Details
J. David Anderson's Sterne Agee Experience March 2009 - November 2009
Job Senior Equity Analyst covering Oilfield Services and Equipment at Barclays Capital
Industry Oil & Energy
Experience
Barclays Capital  October 2014 - Present
J.P. Morgan   November 2009 - September 2014
Sterne Agee   March 2009 - November 2009
UBS Investment Bank  March 2000 - March 2009
Han-Padron Associates  May 1994 - March 2000

Skills
Equities, Series 7, Offshore Drilling, Capital Markets, Investment Banking, Hedge Funds

Education
Stevens Institute of Technology   1997 — 1999
Master of Engineering (MEng), Civil Engineering

The University of Connecticut   1992 — 1994
Master of Science (MS), Ocean Engineering

Lehigh University   1989 — 1992
Bachelor of Science (BS), Electrical Engineering

Thayer Academy   1985 — 1988

Camille Browning Camille Browning Birmingham, Alabama Area Details
Camille Browning's Sterne Agee Experience December 2000 - April 2002
Job Assistant Controller at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage  July 2010 - October 2014
Highland Capital Brokerage  April 2002 - June 2010
Sterne Agee   December 2000 - April 2002
BBVA Compass  October 1997 - December 2000

Skills
Excel, Lawson, Cognos, General Ledger, Financial Reporting, Financial Analysis, Accounting, Accounts Payable, Accounts Receivable, Cash Management, Managerial Finance, Variance Analysis, Financial Statements, Budgets, Account Reconciliation, Financial Planning, GAAP, Insurance, Microsoft Excel

Education
Samford University   1997 — 2000
M.B.A./M.Acc., Business Administration/Accounting

University of Southern Mississippi   1993 — 1995
B.S.B.A., Accounting

Ron Mixon Ron Mixon Greater Atlanta Area Details
Ron Mixon's Sterne Agee Experience 2000 - 2003
Job President at Primary Solutions Group
Industry Financial Services
Experience
Primary Solutions Group   August 2010 - Present
Fort Dearborn Life  October 2009 - September 2010
American General Life Companies  March 2007 - October 2009
American General Life Companies  2007 - 2008
Grand Continental   2003 - 2008
Sterne, Agee and Leach   October 2000 - October 2003
Sterne Agee   2000 - 2003

Education
Presbyterian College   1990 — 1993
BS, Business Administration

Darlington School   1984 — 1988

Brandon Watts Brandon Watts Greater Los Angeles Area Details
Brandon Watts's Sterne Agee Experience March 2009 - July 2010
Job VP, Business Development at PennyMac Financial
Industry Internet
Experience
PennyMac Financial   October 2014 - Present
GolfOn   December 2010 - September 2014
Sterne Agee   March 2009 - July 2010
Mountain View Capital Group   February 2008 - February 2009
The Mortgage Acquisition Corp   October 2007 - February 2008
Countrywide Capital Markets  January 2006 - September 2007
Countrywide Capital Markets  May 2001 - December 2005

Skills
Investments, Capital Markets, Securities, Fixed Income, Equities, Financial Analysis, Alternative Investments, Investment Banking, Trading, Project Management, Real Estate Development, Consulting, Sales, Research, Series 7, Series 63, Intex Desktop, Microsoft Office, Structured Finance

Education
Pepperdine University   1999 — 2001
Bachelor of Science (BS), Business/Economics/Finance, Magna cum Laude

Mary Foster Mary Foster Houston, Texas Area Details
Mary Foster's Sterne Agee Experience November 2009 - May 2010
Job Financial Services
Industry Financial Services
Experience
Next Gen Capital Markets, Inc.   January 2014 - April 2014
Next Gen Capital Markets, Inc.   January 2014 - April 2014
Retail Manager 101   2013 - 2013
Retail Manager 101   2013 - 2013
Wedbush Securities  June 2010 - August 2012
Citigroup  January 2001 - October 2010
Sterne Agee   November 2009 - May 2010
Donaldson, Lufkin & Jenrette   October 1999 - December 2000
merck pharmceuticals   1992 - 1993

Skills
Equities, Series 7, Fixed Income, Securities, Bloomberg, Series 63, Trading, Options, FINRA, CRM, Management, Marketing, Back Office, Real Estate, Institutional..., Settlement, Series 65, Sales, Hedge Funds, Equity Research, Investments, Equity Trading, Capital Markets, Portfolio Management

Education
Houston Baptist University   1993 — 1993
Bachelor of Science (BS)

Texas A&M University   1988 — 1992
BS, Psychology, Accounting

Lee Dickinson Lee Dickinson New York, New York Details
Lee Dickinson's Sterne Agee Experience March 2014 - June 2015
Job Vice President at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  June 2015 - Present
Sterne Agee   March 2014 - June 2015
Sterne Agee   August 2012 - March 2014
Barclays Capital  June 2010 - August 2012
Barclays Capital  September 2008 - June 2010
Lehman Brothers  August 2008 - September 2008
Lehman Brothers  June 2007 - August 2007

Skills
Fixed Income, Derivatives, Hedge Funds, Financial Modeling, Bloomberg Terminal, Capital Markets, Credit Derivatives, Investment Banking, Collateral Management, Securities, Financial Analysis, Valuation, Risk Management, Product Control, Trading, Portfolio Management, Investments, Bonds, Options, Institutional Sales, Preferred Stock, Hybrids, Credit Sales, Interest Rate..., Alternative Investments, Structured Products, Finance, Bloomberg, Series 63, CDS, Credit, Financial Markets, Equities, Banking, Series 7, Corporate Finance, Back Office, Equity Research, Loans, Electronic Trading, Financial Services, Swaps, Asset Management, Equity Derivatives, Asset Allocation, Mutual Funds, Trading Systems, Prime Brokerage, FINRA, Financial Risk

Education
Hobart and William Smith Colleges   2004 — 2008
B.A., Political Science

Northwestern University   2006 — 2006
None, Finance - School of Continuing Studies

Caroline E. Bailey Caroline E. Bailey New York, New York Details
Caroline E. Bailey's Sterne Agee Experience June 2014 - July 2015
Job Sales support/Branch Operation and Compliance
Industry Financial Services
Experience
Stifel Financial Corp.  July 2015 - Present
Sterne Agee   June 2014 - July 2015
Oppenheimer & Co. Inc.   2003 - August 2014
CIBC World Markets  2000 - 2003

Skills
Sales, Mutual Funds, Asset Management, Investments, Equities, Wealth Management, Series 63, Financial Services, Series 7

Education
Pace University - Lubin School of Business
Banking and Financial Support Services

Vincent Caravello Vincent Caravello Greater New York City Area Details
Vincent Caravello's Sterne Agee Experience November 2010 - May 2011
Job Senior Auditor at State of New Jersey
Industry Accounting
Experience
State of New Jersey  June 2014 - Present
State of New Jersey  June 2011 - June 2014
Sterne Agee   November 2010 - May 2011
Best Buy  October 2009 - February 2011

Skills
Finance, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service, Social Networking, Tax Preparation, Tax Returns, Microsoft Office, Auditing, Accounting, Microsoft Word, Management, Access, QuickBooks, Quality Assurance, Data Analysis, Data Warehousing, Data Mining, LexisNexis, Accurint, Tax Compliance, Statutory Audit, Statutory Accounting, Statutory Compliances, Business Administration

Education
Georgian Court University   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.9 GPA

Rider University   2007 — 2011
Bachelor of Science, Business Administration; Accounting & Finance

David Memmott David Memmott Chicago, Illinois Details
David Memmott's Sterne Agee Experience June 2013 - August 2013
Job Investment Banking Analyst at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross  July 2014 - May 2015
Sterne Agee   June 2013 - August 2013

Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Team Leadership, Investments, Investment Banking, Microsoft Excel, Mergers & Acquisitions, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Customer Service

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor of Science (B.S.), Finance

Bijan Gorji Bijan Gorji Greater Los Angeles Area Details
Bijan Gorji's Sterne Agee Experience 2009 - 2012
Job Principal at Gorji LF LLP
Industry Capital Markets
Experience
Gorji LF LLP   2012 - Present
Sterne Agee   2009 - 2012
MountainView Capital Group   2007 - 2009
Countrywide Securities Corporation  1997 - 2007
Gruntal & Co.   1993 - 1997
CA Indosuez Private Banking   1992 - 1993

Skills
Trading, Management, Derivatives, Bonds, Valuation, Financial Modeling, Sales, Private Equity, Structured Finance, Financial Analysis, Series 63, Equity Research, Asset Allocation, Wealth Management, Securitization

Education
University of California, Los Angeles
BS - Dual Major, Finance / International Studies

Middlebury Institute of International Studies at Monterey
MBA (Master of Business Administration), International Business

Webb School of California

Eric Bonhagen Eric Bonhagen New Orleans, Louisiana Details
Eric Bonhagen's Sterne Agee Experience May 2014 - July 2014
Job Concierge at HRI Properties
Industry Financial Services
Experience
HRI Properties  August 2014 - July 2015
Jimmy John's  May 2013 - August 2014
Sterne Agee   May 2014 - July 2014
Baked of NOLA   May 2013 - August 2013

Skills
Equity Research Analysis, Microsoft Excel, Stata, Microsoft Office, Public Speaking, Social Media, Social Networking, Customer Service, Event Planning, Editing, Nonprofits, Microsoft Word, Social Media Marketing

Education
Loyola University New Orleans   2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance

University of Louisiana at Lafayette   2010 — 2010
Accounting and Finance

Andrew Kelsen Andrew Kelsen Chicago, Illinois Details
Andrew Kelsen's Sterne Agee Experience August 2002 - April 2004
Job Portfolio ManagerAlternative Investments at Chicago Teachers Pension Fund
Industry Investment Management
Experience
Chicago Teachers' Pension Fund  September 2014 - Present
Kelsen & Associates   December 2013 - September 2014
Torshen Capital Management LLC   May 2011 - December 2013
Odiorne Group   December 2009 - May 2011
Gray & Company  September 2005 - December 2009
Iron Capital Markets   April 2005 - December 2005
The Malachi Group   April 2004 - April 2005
Sterne Agee   August 2002 - April 2004
Centennial Capital Management   July 1999 - June 2001
Hampton Advisors   August 1997 - September 1999

Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Private Equity, Asset Allocation, Portfolio Management, Asset Management, Investments, Capital Markets, Options, Fund Of Funds, Wealth Management, Investment Management, Timber, Securities, Trading

Education
Keene State College   1983 — 1986
Economics

Norwich University   1982 — 1983
Economics & Military History

Matt Skelton Matt Skelton Pell City, Alabama Details
Matt Skelton's Sterne Agee Experience April 2010 - January 2011
Job Sr. Database Services Administrator at CallidusCloud
Industry Information Technology and Services
Experience
CallidusCloud  October 2012 - Present
EBSCO  January 2011 - December 2012
Sterne Agee   April 2010 - January 2011
Teksouth Corporation  October 2008 - April 2010
Protective Life  October 2007 - October 2008
Sloss Industries  August 2006 - August 2007
University of Alabama at Birmingham  October 2001 - October 2006

Skills
Database Design, Database Administration, Software Development, Server Administration, Server Architecture, Network Administration, Network Security, Network Design, Wireless Networking, Business Intelligence, Databases, Microsoft SQL Server, Web Development, SharePoint, Active Directory, VMware, IIS, Windows Server, T-SQL, Disaster Recovery, SQL, Linux, Visio, Performance Tuning, SDLC

Education
ITT Technical Institute-Bessemer   2000 — 2002
Associate of Science (A.S.), Computer Systems Networking and Telecommunications

Gadsden State Community College   1998 — 2000
Music

Sydney McInnis Sydney McInnis Jacksonville, Florida Area Details
Sydney McInnis's Sterne Agee Experience August 2012 - October 2012
Job Recent Nursing Graduate
Industry Hospital & Health Care
Experience
Indiana University  January 2013 - February 2015
Indiana University  October 2012 - May 2014
Sterne Agee   August 2012 - October 2012
Lipscomb University  August 2011 - May 2012
Lipscomb University  August 2010 - May 2012
University of Mississippi Medical Center  May 2011 - August 2011
Marmi Shoe Store   March 2010 - March 2011

Skills
Psychology, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Mental Health, Research, Public Speaking, Customer Service, Adults, Adolescents, SPSS, Prezi, English grammar, Editing, Administrative Work, Proofreading, Academic Advising, MRI Level 1, SurveyMonkey, Technical Writing, Time Management, Learning Quickly, OS X, Critical Thinking, Administration, Higher Education, Event Planning, Social Media, Training

Education
University of Mississippi Medical Center   2014 — 2015
Bachelor’s Degree, Nursing Science, 3.59

Lipscomb University   2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.83

Holmes Community College

Stephanie Deason Stephanie Deason Trussville, Alabama Details
Stephanie Deason's Sterne Agee Experience April 2007 - Present
Job New Accounts Specialist at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   April 2007 - Present
Mortgage America  December 2000 - December 2006
Regions Bank  June 1998 - July 2000

Skills
Investments, Banking, Customer Service, Financial Services, Microsoft Office, Microsoft Word, Access

Education
Jefferson State Community College   1995 — 1997
Business Administration and Management, General

Scott Hallermann Scott Hallermann Greater Chicago Area Details
Scott Hallermann's Sterne Agee Experience 2006 - April 2015
Job Finance & Consulting Professional
Industry Financial Services
Experience
Sterne Agee   2006 - April 2015
Moors & Cabot  2002 - 2006
Deloitte  1997 - 2002
Illinois State Medical Society  1992 - 1997

Skills
Capital Markets, Management Consulting, Project Management, Equities, Investments, Valuation, Hedge Funds, Portfolio Management, Equity Research, Trading, Management, Investment Banking, Business Modeling, Business Development, Series 7, Series 63, Financial Analysis, Financial Statement..., Stock Trading, Large Systems...

Education
Northwestern University   1986 — 1990
BS, Engineering & Management Science

DEBORAH TOLBERT DEBORAH TOLBERT Odenville, Alabama Details
DEBORAH TOLBERT's Sterne Agee Experience September 2003 - Present
Job New Accounts Specialist
Industry Financial Services
Experience
Sterne Agee   September 2003 - Present

Skills
Radiology Patient Care, Investments, Banking, Financial Services, Equities, Finance, Wealth Management, Securities, Risk Management, Strategic Financial..., Mutual Funds, Retirement Planning, Credit

Education
Jefferson State Community College   1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Biological and Physical Sciences, 3.5

Jefferson State Community College
Biology/Biological Sciences, General

Ryan Brookman Ryan Brookman San Francisco Bay Area Details
Ryan Brookman's Sterne Agee Experience 2010 - 2011
Job Experienced transactional advisory MBA with 10+ yrs exp in Ibanking, equity research, financial consulting
Industry Investment Management
Experience
MergerTech Advisors  2013 - 2015
ThinkEquity LLC  2011 - 2012
Sterne Agee   2010 - 2011
Prima Capital  2008 - 2009
Banc of America Securities  2007 - 2007
Citi  2002 - 2006

Skills
Financial Modeling, Equity Research, Due Diligence, Portfolio Management, Mutual Funds, Equities, Investment Management, Financial Analysis, Investment Strategies, Corporate Finance, Mobile Technology, Alternative Investments, Hedge Funds, Asset Managment, Valuation, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Institutional..., Corporate Strategy..., Equity Trading, Tactical Asset..., Asset Allocation, Quantitative Research, Information Technology, Strategic Consulting, Client Development, Client Liaison, Financial Statements, Financial Markets, Securities, IPO, Equity Capital Markets, Business Valuation, Equity Valuation, Company Valuation, Valuation Modeling, Enterprise Valuation, Strategic Negotiations, Private Placements, Cloud Computing, Big Data Analytics, Personal Finance, Shareholder Activism, Cash Flow Forecasting, Underwriting, Enterprise Storage, Mobile Devices

Education
Wake Forest University - Babcock Graduate School of Management   2006 — 2008
MBA, Finance

Indiana University Bloomington   1996 — 1999
Bachelor's, Journalism

Royal Melbourne Institute of Technology   1998 — 1998
Mass Communication/Media Studies

Acalanes High School

Alex Roeling Alex Roeling New Orleans, Louisiana Details
Alex Roeling's Sterne Agee Experience January 2013 - May 2013
Job Attended Loyola University New Orleans
Industry Accounting
Experience
EY  September 2015 - Present
Carr, Riggs & Ingram, LLC   July 2013 - July 2015
Silva Gurtner & Abney, LLC   January 2013 - May 2013
Sterne Agee   January 2013 - May 2013
Reginelli's Pizzeria  November 2011 - December 2012
Jesuit High School of New Orleans  June 2011 - August 2011

Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Research, Time Management, Social Networking, Auditing

Education
University of New Orleans   2013 — 2014
Master of Business Administration (MBA), Finance

Loyola University New Orleans   2011 — 2013
Bachelor's degree, Accounting

Louisiana State University   2009 — 2011

Jesuit High School   2004 — 2009

Sarah Grace Buckley Sarah Grace Buckley Birmingham, Alabama Details
Sarah Grace Buckley's Sterne Agee Experience June 2014 - Present
Job Registered Client Assistant at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   June 2014 - Present
Student Activities Council  August 2013 - December 2013
Gabriel Standard   June 2013 - August 2013
Alabama Magazine  January 2013 - May 2013

Skills
Public Relations, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Microsoft Excel, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, InDesign

Education
Samford University   2010 — 2014
Bachelor's degree, Journalism Mass Communications and History

Jeffrey J. Hood Jeffrey J. Hood Washington, District Of Columbia Details
Jeffrey J. Hood's Sterne Agee Experience February 2006 - February 2012
Job Managing Partner, CoFounder at VogelHood Research
Industry Financial Services
Experience
VogelHood Research   March 2014 - Present
Compass Point Research and Trading LLC  April 2012 - March 2014
Sterne Agee   February 2006 - February 2012
Fox-Pitt, Kelton  December 1989 - June 2004

Skills
Sales and Trading, Investment Research, Hedge Funds, Private Equity, Institutional Sales, Mutual Funds, Pension Funds, Asset Management, Mergers & Acquisitions, Investments

Education
Moravian College   1980 — 1985
Bachelor of Arts (B.A.), Political Science and Government

Dennis Driscoll Dennis Driscoll Manhasset, New York Details
Dennis Driscoll's Sterne Agee Experience June 2012 - August 2012
Job Credit Analyst at AIG
Industry Financial Services
Experience
AIG  December 2014 - Present
BNY Mellon  May 2013 - August 2013
Sterne Agee   June 2012 - August 2012

Skills
Bloomberg, Fixed Income, Equities, Economics, Bloomberg Terminal, Hedge Funds, Microsoft Office, Microsoft Excel, Public Speaking, Government Bonds, Securities, Microsoft Word, Social Media, PowerPoint, Financial Analysis, Bonds, Finance, Credit, Credit Risk, Credit Analysis, Property & Casualty..., Insurance

Education
New York University   2014 — 2015
Intensive Credit Analysis Certificate Program

Villanova University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Salisbury School   2006 — 2010

Joe Lawhorn Joe Lawhorn Birmingham, Alabama Details
Joe Lawhorn's Sterne Agee Experience December 2011 - February 2014
Job Accountant at Vulcan Materials Company
Industry Accounting
Experience
Vulcan Materials Company  February 2014 - Present
Sterne Agee   December 2011 - February 2014

Skills
Microsoft Excel, Accounting, Financial Analysis, Internal Controls, General Ledger, Financial Accounting, Financial Reporting, QuickBooks, GAAP, Account Reconciliation, Financial Statements, Accounts Payable

Education
University of Alabama at Birmingham   2010 — 2012
Bachelor of Science (B.S.), Accounting

Mississippi State University   2001 — 2008
Bachelor of Science (B.S.), Information Technology

Thomas Sholtes Thomas Sholtes Birmingham, Alabama Area Details
Thomas Sholtes's Sterne Agee Experience February 2014 - Present
Job Financial Reporter at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   February 2014 - Present
Samford University  June 2012 - December 2013
US House of Representatives  February 2013 - April 2013
Time Inc.  December 2011 - December 2012
Jos. A. Bank Clothiers   December 2010 - June 2011
Summit Energy  December 2009 - January 2010

Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Accounts Receivable, Financial Analysis, Data Entry, Accounts Payable, Research, Outlook, Analysis, Public Speaking, File Management, PeopleSoft, Assurenet, Xign, Sports, Child Support, Invoicing, Legislative Relations, Customer Service, Sales, General Ledger

Education
Samford University   2012 — 2013
Master's degree, Accounting

Samford University   2008 — 2012
Bachelor of Science in Business Administration, Accounting

Bob Bernhard Bob Bernhard Memphis, Tennessee Details
Bob Bernhard's Sterne Agee Experience May 1999 - December 2001
Job President Foundation Business Capital
Industry Banking
Experience
Foundation Business Capital LLC   June 2015 - Present
Gulf Coast Business Credit  August 2013 - May 2015
Alden Systems  December 2012 - August 2013
FleetCor  December 2009 - June 2011
Crews & Associates  August 2008 - October 2009
Vining Sparks  December 2005 - August 2008
STEPHENS INC  February 2002 - October 2005
STERNE, AGEE  May 1999 - December 2001
STEPHENS INC  September 1994 - May 1999
PAINE WEBBER, INC  February 1988 - March 1993

Skills
Securities, Capital Markets, Portfolio Management, Investments, Equities, Series 7, Bloomberg, Financial Analysis, Loans, Asset Management, Finance, Valuation, Business Development, New Business Development, Bonds, Fixed Income, Banking, Financial Modeling, Trading, Financial Services, Mutual Funds, Credit, Strategic Financial..., Mortgage Lending

Education
Louisiana State University   1981 — 1986
B.S. Political Science, Economics & Poli Sci.

New York Institute of Finance   1987 — 1990
Finance

Justin Spittler Justin Spittler Greater New Orleans Area Details
Justin Spittler's Sterne Agee Experience May 2010 - May 2011
Job at Edgar Degas Foundation
Industry Financial Services
Experience
Edgar Degas Foundation   July 2010 - Present
Sterne Agee   May 2010 - May 2011

Education
Loyola University New Orleans   2006 — 2010
Business Adminstration, Economics & Management

Naghmeh Rabii Naghmeh Rabii Clemson, South Carolina Details
Naghmeh Rabii's Sterne Agee Experience 2009 - 2011
Job Attended Clemson University
Industry Higher Education
Experience
Sterne Agee   2009 - 2011
Triatto Capital Management   May 2009 - September 2009
Promounts   2007 - 2008
Willow Creek Capital Management   2002 - 2007

Skills
Equity Research, Financial Modeling, Research, Data Analysis, Stata, Microsoft Excel, SAS, Econometrics, Public Speaking, Microsoft Word, PowerPoint, Access, Teaching, Financial Analysis, Investment Fund..., Valuation, Alternative Investments, Hedge Funds

Education
Clemson University
Master of Science (MS), Applied Economics & Statistics

San Francisco State University
Bachelor's Degree, Economics

University of California, Berkeley
Finance and Accounting courses

Robert Finch Robert Finch Birmingham, Alabama Area Details
Robert Finch's Sterne Agee Experience May 2003 - August 2006
Job Finance 500, Inc.
Industry Financial Services
Experience
Finance 500   June 2014 - Present
CenterState Bank Correspondent Division   January 2013 - June 2014
AloStar Bank of Commerce  April 2011 - October 2012
Nexity Bank  September 2006 - April 2011
Sterne Agee   May 2003 - August 2006
Ram Tool & Supply  2000 - 2001

Skills
Portfolio Management, Investments, Fixed Income, Banking, Derivatives, Financial Analysis, Risk Management, Securities, ALM, Sales, Investment Strategies, Financial Modeling, Asset Managment, Wholesale Funding, Portfolio Performance..., Tax Credits, Certificates of Deposit

Education
University of Alabama   2001 — 2003
MBA

Sewanee-The University of the South   1995 — 1999
BS, Biology

Mountain Brook High School   1992 — 1995

Martin Connors,III Martin Connors,III Greater Boston Area Details
Martin Connors,III's Sterne Agee Experience June 2012 - August 2012
Job Senior Commercial Credit Analyst at Dedham Savings
Industry Banking
Experience
Dedham Savings  December 2014 - Present
Dedham Savings  July 2013 - December 2014
Sterne Agee   June 2012 - August 2012
New England PGA  May 2011 - August 2011
Shaker Hills Golf Club  2008 - 2010

Skills
Excel, PowerPoint, Budgets, Microsoft Excel, Bloomberg Terminal, Credit Analysis, Mergers & Acquisitions, Investment Banking, Financial Modeling, Banking

Education
Boston College   2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

College of the Holy Cross   2009 — 2013
Bachelor of Arts, Economics-Accounting

George Mason University   2012 — 2012
Winter Study Abroad, The History and Culture of Ireland

St. Bernard's Central Catholic High School   2005 — 2009

Carlos Sharpless Carlos Sharpless Houston, Texas Area Details
Carlos Sharpless's Sterne Agee Experience January 2014 - April 2015
Job Managing Director, Head of Public Finance at Cabrera Capital Markets, LLC
Industry Financial Services
Experience
Cabrera Capital Markets, LLC  June 2015 - Present
Sterne Agee   January 2014 - April 2015
M.R. Beal   July 2011 - December 2013
Sterne Agee   March 2008 - June 2011
Popular Securities (a subsidiary of Banco Popular de Puerto Rico)   January 2005 - January 2008
Ramirez & Co., Inc.   April 2003 - December 2004
Financial Advisory and Consulting Services   June 2002 - March 2003
I-Bankers Securities, Inc.   September 2000 - May 2002
Cataport, Inc.   September 1999 - July 2000
Southwest Securities, Inc.   February 1997 - August 1999

Skills
Public Finance, Fixed Income, Investment Banking, Financial Modeling, Investments, Spanish, Privatization, Valuation, Mergers & Acquisitions, Series 7, Financial Structuring, Corporate Finance, Securities, Private Equity, Capital Markets, Financial Analysis, Bonds, Series 63

Education
Southern Methodist University   1977 — 1978
MBA, Finance/Accounting

Georgetown University   1972 — 1976
BSFS, International Economics

Asociacion Escuelas Lincoln

Heidelberg High School

David d'Aquin David d'Aquin Kenner, Louisiana Details
David d'Aquin's Sterne Agee Experience August 2013 - June 2014
Job Seeking new opportunities
Industry Financial Services
Experience
Danos  June 2014 - September 2015
Sterne Agee   August 2013 - June 2014
Enactus Loyola University New Orleans   December 2011 - May 2014
CommTech Industries  June 2013 - August 2013
Ameriprise Financial Services, Inc.   March 2013 - April 2013
Applebee's  August 2010 - March 2013

Skills
Microsoft Office, Suggestive Selling, Public Speaking, Leadership, Social Networking, Marketing, Team Management, Facebook, Event Planning, Social Media Marketing, Selling Skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Social Media, Customer Service

Education
Loyola University New Orleans   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Jesuit High School New Orleans   2005 — 2010

Warner Watkins Warner Watkins New York, New York Details
Warner Watkins's Sterne Agee Experience February 2015 - May 2015
Job Equity Research Associate at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management  June 2015 - Present
Sterne Agee   February 2015 - May 2015
Sterne Agee   June 2014 - July 2014
Sterne Agee   June 2013 - August 2013
New Capital Partners  March 2013 - June 2013
Vulcan Materials Company  May 2011 - July 2011

Skills
Equity Research, Equities, Research, Bloomberg Terminal, Microsoft Excel, Data Analysis, PowerPoint

Education
University of Alabama   2013 — 2015
Master of Business Administration (MBA), Finance, General

Sewanee-The University of the South   2008 — 2012
Bachelor of Science (B.S.), Biology/Biological Sciences, General

University of Oxford   2011 — 2011
St. John's College, British Studies

Mike Keener Mike Keener Birmingham, Alabama Details
Mike Keener's Sterne Agee Experience December 2000 - July 2015
Job SVP, Director of Compliance
Industry Banking
Experience
Cadence Bank, N.A.   August 2015 - Present
Sterne Agee   December 2000 - July 2015

Education
Samford University   1989 — 1992
Master of Business Administration (MBA), MBA

University of Alabama   1982 — 1985
Bachelor of Science (BS), Finance, General

Michael McAllister Michael McAllister Greater New York City Area Details
Michael McAllister's Sterne Agee Experience June 2010 - January 2012
Job Director at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities  February 2013 - Present
Signal Investment Research   August 2012 - February 2013
Sterne Agee   June 2010 - January 2012
Mitsubishi UFJ Trust   2005 - October 2009
Jemmco Capital  2003 - 2004
Oppenheimer & Co.   1997 - 2003
bear woodworks   1995 - 1997

Skills
Equities, Hedge Funds, Portfolio Management, Industry Analysis, Funding, Competitive Analysis, Oil/Gas, Oil Analysis, Natural Resources, Quantitative Analytics, Financial Analysis, Financial Accounting, Finance, Upstream, Alternative Investments, Capital Markets, Equity Research, Investments, Asset Managment, Fixed Income, Trading, Financial Modeling, Valuation, Securities, Due Diligence

Education
New York University   1990 — 1994
Bachelor of Arts (B.A.), International Relations

Friends Seminary

New York University

Brooke Hering Brooke Hering Houston, Texas Area Details
Brooke Hering's Sterne Agee Experience October 2014 - Present
Job Internet Support Analyst at Sterne Agee
Industry Internet
Experience
Sterne Agee   October 2014 - Present
Keahey Law Firm   October 2013 - May 2014
Second Baptist Church  October 2011 - May 2013
Chick-fil-A  September 2011 - March 2012
Second Baptist Church  June 2011 - August 2011
Toccoa Falls College  January 2009 - April 2010

Skills
Video Production, Final Cut Pro, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Social Media, iMovie, Facebook, Blogging, Video Editing, Proficient on Mac & PC..., Media Production, Journalism, Proofreading, Editing, Creative Writing, Writing, Typing, Telephone Reception, Telephone Skills, News Writing

Education
Toccoa Falls College   2008 — 2011
Bachelor of Science (B.S.), Communication Studies

Macon State College   2007 — 2008
General Studies

Wynfield Christian Academy, Macon GA   2004 — 2008
High School Diploma, College Prep

Thomas Fallon IV Thomas Fallon IV Greater New York City Area Details
Thomas Fallon IV's Sterne Agee Experience December 2011 - July 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Sterne Agee   December 2011 - July 2013
UBS  May 2011 - August 2011

Education
Rider University   2008 — 2011
Bachelor of Science (BS), Finance, General

Vik Grover, CFA Vik Grover, CFA Greater Chicago Area Details
Vik Grover, CFA's Sterne Agee Experience September 1995 - January 1998
Job eBusiness Specialist at IX Advisors
Industry Financial Services
Experience
IX Advisors   July 2015 - Present
Source Capital Group, Inc.   November 2006 - July 2015
MCF Corp.   January 2006 - November 2006
Thomas Weisel Partners  January 2005 - January 2006
Needham & Co.   September 2003 - January 2005
Kaufman Bros., L.P.   January 1998 - September 2003
Sterne Agee   September 1995 - January 1998

Skills
Telecommunications, Digital Media, FTTx, Collocation, Managed Services, Hosting, Data Center, VoIP, Investment Banking, Private Equity, Venture Capital, Mergers, IPO, Valuation, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Capital Markets, Financial Analysis, Restructuring, Equities, Business Strategy, Competitive Analysis, M&A experience, Private Placements, Strategic Planning, Debt, Joint Ventures, Negotiation, Funding, Mergers & Acquisitions, Start-ups, Emerging Markets, Finance, Asset Management, Investments, Structured Finance, Hedge Funds, Portfolio Management, Securities, Project Finance, LBO, Executive Management, Investor Relations, Capital, Capital Raising, Leveraged Finance, Investment Strategies, Financial Advisory

Education
Georgia Institute of Technology   1993 — 1995
M.S., Management

University of California, San Diego   1987 — 1992
B.A., Marketing

Brian McIlravy Brian McIlravy Charlotte, North Carolina Details
Brian McIlravy's Sterne Agee Experience 2007 - 2009
Job Orthopedic Medical Device Sales Reconstructive & Trauma/Extremities
Industry Medical Devices
Experience
Smith & Nephew  July 2011 - Present
Rodman & Renshaw  2010 - July 2011
Sterne Agee   2007 - 2009
Jefferies & Company  2005 - 2007
Crown Financial Group  May 2003 - May 2005

Skills
Equity Research, Series 7, Financial Modeling, New Business Development, Trading, Sales, Equities, Medical Devices, Orthopedic, Financial Analysis, Investments, Finance, Portfolio Management, Marketing, Sales Operations, Marketing Strategy, Leadership, Strategy, Product Launch, Strategic Planning, Cold Calling

Education
James Madison University   1999 — 2002
B.B.A

Randolph-Macon College   1997 — 1999

Ashby Price Ashby Price Richmond, Virginia Area Details
Ashby Price's Sterne Agee Experience March 2010 - May 2011
Job Investment Advisor with 15+ years of experience
Industry Financial Services
Experience
Associate Advisor, Investment Specialist at Capstone Financial Partners   June 2014 - Present
BB&T Capital Markets  June 2011 - June 2014
Sterne Agee   March 2010 - May 2011
Employment Transition   August 2009 - March 2010
CapTrust Advisors, LLC  August 2007 - August 2009
Wachovia Securities, LLC  April 2004 - August 2007
Wachovia Securities, LLC  March 2003 - April 2004
Wachovia Securities, LLC  May 2002 - March 2003
A Golden Opportunity at St. Mary's   May 2001 - May 2002

Skills
Investments, Series 7, Portfolio Management, Financial Analysis, Valuation, Financial Modeling, Due Diligence, Asset Allocation, Performance Reporting, Series 63, Investment Strategies, Risk Management, Capital Markets Analysis, Equity Research, Equities, Corporate Finance, Hedge Funds, Private Equity, Finance, Fixed Income, Analysis, Mergers & Acquisitions, Business Valuation, Capital Markets, Securities, Asset Management, Bloomberg, Financial Services, Relationship Management, Mutual Funds, Wealth Management, Financial Planning

Education
Veritas

Veritas

Veritas

Hampden-Sydney College   1997 — 2001
Bachelor of Science, Economics with a concentration in Mathematics

Virginia Commonwealth University - School of Business   2006 — 2006
N/A

St. Christopher's School   1990 — 1997
Diploma

Kevin O’Keeffe Kevin O’Keeffe New York, New York Details
Kevin O’Keeffe's Sterne Agee Experience December 2009 - Present
Job Senior Vice President at Marsh, Private Equity and M&A Services
Industry Insurance
Experience
Marsh  May 2015 - Present
Sterne Agee   December 2009 - Present
LEK SECURITIES  2007 - 2009

Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Series 63, Series 7, Alternative Investments

Education
Manhattan College   1991 — 1995

Jonathan Berkeley Jonathan Berkeley Greater New York City Area Details
Jonathan Berkeley's Sterne Agee Experience September 2010 - January 2012
Job Fixed Income Sales at KGSAlpha Capital Markets, L.P.
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P.   September 2012 - Present
The PrinceRidge Group  January 2012 - July 2012
Sterne Agee   September 2010 - January 2012
Fannie Mae  January 2008 - September 2010
Fannie Mae  June 2006 - January 2008

Skills
Valuation, Portfolio Management, Derivatives, MBS, Mortgage Lending, Analysis, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Financial Analysis, Sales, Investments, Bonds, Securities, Structured Finance, Series 7, Structured Products, Hedge Funds, Securitization, ABS, Trading

Education
New York University   2004 — 2006

Isenberg School of Management, UMass Amherst   2000 — 2004
BBA, Finance and Economics

Holmdel   1996 — 2000

Rutgers Prep

Terry Kors Terry Kors Tampa/St. Petersburg, Florida Area Details
Terry Kors's Sterne Agee Experience 2011 - 2011
Job Asset Management, Compliance and Risk Management
Industry Financial Services
Experience
International Marketing & Finance   January 2008 - Present
Sterne agee   2011 - 2011
OutBack Bowl  1985 - 2011
RJFS  1996 - 2006

Skills
Retail Banking, Banking, Loans, Credit, Strategic Financial..., Wealth Management, Mortgage Lending, Executive Management, Portfolio Management, Training, Finance, Leadership, Team Building, Financial Services, Asset Management, Financial Risk, Management, Risk Management, Financial Analysis, Insurance, Securities, Credit Risk, Series 7, Sales, Mutual Funds, Commercial Lending, Cash Management, Credit Analysis, Investment Advisory, Retirement Planning, Financial Advisory, Investments, Mergers & Acquisitions

Education
Indiana University Bloomington   1964 — 1969
BS, Business Administration & Finance

Charles Macintosh Charles Macintosh Greater New York City Area Details
Charles Macintosh's Sterne Agee Experience May 2012 - March 2013
Job First Key Holdings
Industry Financial Services
Experience
Hire Heroes USA  August 2014 - Present
Cerberus Capital Management/First Key Holdings   March 2013 - Present
Team Rubicon, Inc.   June 2012 - Present
Sterne Agee   May 2012 - March 2013
Morgan Keegan  December 2009 - May 2012
Thornburg Mortgage  December 2008 - October 2009
Merrill Lynch  May 2005 - October 2008
Lehman Brothers  February 2002 - May 2005
Credit Suisse  July 1999 - February 2002

Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation

Education
Middlebury College   1995 — 1999
BA, Economics

Adam Merlo Adam Merlo Greater New York City Area Details
Adam Merlo's Sterne Agee Experience May 2007 - Present
Job Senior Vice President at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   May 2007 - Present

Education
Georgetown University - The McDonough School of Business   1996 — 2000

Bob Sheahan Jr Bob Sheahan Jr Greater New York City Area Details
Bob Sheahan Jr's Sterne Agee Experience April 2010 - Present
Job William Blair
Industry Financial Services
Experience
William Blair & Company  April 2015 - Present
Sterne Agee   April 2010 - Present
Banc of America  March 2004 - June 2005
Merrill Lynch  July 2002 - March 2004
Merrill Lynch  May 1999 - March 2004
Citigroup  September 1997 - May 1999

Education
Georgetown University   1992 — 1996
Bachelor, International Relations

Will Cotlin, CFA Will Cotlin, CFA Atlanta, Georgia Details
Will Cotlin, CFA's Sterne Agee Experience July 1996 - August 1999
Job Investment Manager for High Net Worth Families and Endowments
Industry Investment Management
Experience
SunTrust Bank  September 1999 - April 2011
Sterne Agee   July 1996 - August 1999

Skills
Portfolio Management, Equity Research, Asset Managment, Asset Allocation, Alternative Investments, Wealth Management, Investments, Investment Management, Investment Strategies, High Net Worth..., Investment Advisory, Wealth Management..., Equities, Mutual Funds, Finance

Education
Sewanee-The University of the South   1987 — 1991
BA, Political Science

University of Alabama, Manderson Graduate School of Business   1994 — 1996
MBA, Finance & Accounting

Bret Turner Bret Turner Greater Denver Area Details
Bret Turner's Sterne Agee Experience November 2004 - August 2006
Job Managing Director at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  April 2007 - Present
Gaming Market Advisors   August 2006 - April 2007
Sterne Agee   November 2004 - August 2006
Tchoupitoulas Partners   May 2003 - November 2004
Credit Suisse First Boston  May 2000 - May 2003

Skills
Investments, Private Equity

Education
Louisiana State University   1994 — 2000
M.S., Corporate Finance

Mark Averyt Mark Averyt Birmingham, Alabama Area Details
Mark Averyt's Sterne Agee Experience 2009 - Present
Job Investment Grade Credit Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp.  June 2015 - Present
Sterne Agee   2009 - Present
Protective Life  2008 - 2009
US Navy  1999 - 2006

Skills
Credit Analysis, Relative Value, Portfolio Management, Fixed Income Research, Fixed Income, Bonds, Hybrids, Preferred Stock, Investments, Asset Allocation, Insurance, Healthcare, Bloomberg, Financial Analysis, Investor Relations, Bloomberg Terminal, Capital Markets, Fixed Annuities, Trading Strategies, Property & Casualty..., Term Life Insurance, Portfolio Optimization, Finance, Fixed Income Analysis, Securities, Analysis, Institutional..., Series 7, Series 63, Fixed Income Trading, Institutional Clients, Fixed Income Products, Credit Evaluation, Credit Portfolio..., Life Insurance, Reinsurance, Health Insurance, Mortgage Insurance, Whole Life, Annuities, Regulatory Capital, Capital Adequacy, Portfolio Strategy, Analyst Relations, Strategic Analysis, Team Leadership, Organizational..., Naval Operations, Military Intelligence, Weapons

Education
Harvard Business School   2006 — 2008
MBA

University of Virginia   1996 — 1999
BA

Washington and Lee University   1995 — 1999

Brenda Schuler Brenda Schuler Birmingham, Alabama Area Details
Brenda Schuler's Sterne Agee Experience November 2004 - Present
Job Executive on Loan/Community Development Advisor at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   November 2004 - Present
Sterne Agee   November 2004 - Present
Sterne Agee Group   2008 - 2009
Sterne Agee and Leach Group Inc   2008 - 2009
Sterne Agee and Leach Group Inc   2008 - 2009
Sterne Agee and Leach   2008 - 2009

Education
Hollins University   1978 — 1982
B.A., American Studies and Education

Jennifer Milan Jennifer Milan Greater New York City Area Details
Jennifer Milan's Sterne Agee Experience September 2008 - October 2011
Job Director, Investor Relations at Dice Holdings, Inc.
Industry Capital Markets
Experience
DHI Group, Inc.   January 2015 - Present
Telsey Advisory Group  January 2014 - April 2014
FTI Consulting  October 2011 - November 2013
Sterne Agee   September 2008 - October 2011
ICR, Inc.   July 2007 - May 2008
Ryan Beck & Co.   June 2004 - January 2007
Qwest Communications  January 2001 - October 2001
Delia Associates  November 1999 - November 2000
A.G. Edwards & Sons, Inc.   December 1994 - September 1999

Skills
Equity Research, Capital Markets, Investments, Investor Relations, Equities, Valuation, Financial Modeling, Financial Analysis, Series 7, Business Strategy, Corporate Communications, Due Diligence, Strategy, Finance, Analysis, Market Research, Securities, Communications Strategy, Executive-level Advisory, Industry Research, Oral & Written..., Retail & Consumer Sector

Education
Rutgers University-New Brunswick   2003 — 2004
BA and MBA, Finance, Economics, Psychology

Rutgers, The State University of New Jersey-Newark   2002 — 2004
BA, Pyschology

Mimi Bloom Mimi Bloom New York, New York Details
Mimi Bloom's Sterne Agee Experience May 2012 - Present
Job Corporate Access
Industry Financial Services
Experience
Sterne Agee   May 2012 - Present
Rubenstein Communications  March 2010 - May 2012
Harrison & Shriftman  May 2006 - November 2006
Cornerstone Promotion  May 2005 - August 2005
ACKtivities   May 2005 - August 2005

Skills
Crisis Communications, Entertainment, Event Management, Event Planning, Management, Marketing, Public Relations, Publicity, Sponsorship, Social Networking, Media Relations, Press Releases, Publishing

Education
Rollins College   2002 — 2006
Bachelor's degree, Communications

New York University
Events and Conferences

Phil Lauro Phil Lauro Greater New York City Area Details
Phil Lauro's Sterne Agee Experience 2006 - 2006
Job Managing Director Fixed Income Trading
Industry Financial Services
Experience
Imperial Capital, LLC  November 2013 - Present
Janney Montgomery Scott  April 2013 - November 2013
Knight Capital Group  June 2008 - April 2013
Credit Derivatives Research LLC   2006 - 2008
Sterne Agee   2006 - 2006
ICAP  2005 - 2006
HSBC Securities  2003 - 2005
Credit Suisse  1996 - 2002
credit suisse asset management  1995 - 2002

Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading

Education
Hofstra University   1998 — 2002
MBA, Finance

Hofstra University   1990 — 1995

Hofstra University   1990 — 1994

Chaminade High School

Oliver Perry Oliver Perry Greater New York City Area Details
Oliver Perry's Sterne Agee Experience January 2012 - December 2013
Job Partner at Saratoga Springs Capital
Industry Commercial Real Estate
Experience
Saratoga Springs Capital   October 2014 - Present
Cantor Fitzgerald  December 2013 - October 2014
Sterne Agee   January 2012 - December 2013
Wunderlich Securities  July 2011 - January 2012
Southwest Securities, Inc.   November 2009 - July 2011
CNBC  June 2008 - November 2009
Knight Capital Markets LLC   May 2007 - May 2008
Ryan Beck & Co.   April 2004 - November 2006
RBC  May 2001 - November 2004

Skills
Management, Strategy, Portfolio Management, Hedge Funds, Investments, Sales, Trading, Bonds, Risk Management, Options, Fixed Income, Investment Banking, Marketing, Negotiation, New Business Development, Series 7, Strategic Planning

Education
Rowan University   1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics

Rowan University
B.S, Economics

Bruce Nimhauser Bruce Nimhauser West Palm Beach, Florida Area Details
Bruce Nimhauser's Sterne Agee Experience April 2006 - August 2007
Job Experienced Mortgage and Collections Professional
Industry Capital Markets
Experience
Consultant  May 2015 - Present
Boston Portfolio Advisors, Inc.   July 2014 - March 2015
Bayview Financial  October 2007 - June 2014
Sterne Agee   April 2006 - August 2007
BB&T Capital Markets  2001 - 2006
Advest, Inc.   1999 - 2001
Banco Santander  September 1989 - June 1994
CS First Boston  1982 - 1988

Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management

Education
Hofstra University
BBA, Finance

Tom Goode Tom Goode Greater Boston Area Details
Tom Goode's Sterne Agee Experience October 2008 - August 2011
Job Senior Business Development Leader
Industry Research
Experience
Drexel Hamilton, LLC  2012 - 2015
Sterne Agee   October 2008 - August 2011
Key Bank  April 1995 - February 2008
First Boston Corporation  June 1987 - March 1995

Skills
Equity Research Sales, Series 7 & 63, Financial Market..., Fixed Income, Strategic Communication..., Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, ETFs, Equities, Equity Research, Equity Valuation, FINRA, Financial Markets, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Series 24, Series 63, Series 7, Team Building, Trading, Valuation, Equity Trading

Education
Ohio Wesleyan University
BA

Sawyer Business School - Suffolk Universit
MBA Candidate

Paul Dircks, CFA Paul Dircks, CFA Greater New York City Area Details
Paul Dircks, CFA's Sterne Agee Experience November 2009 - April 2011
Job Senior Research Associate at William Blair and Company
Industry Financial Services
Experience
William Blair and Company  April 2011 - Present
Sterne Agee   November 2009 - April 2011
Morgan Stanley  October 2006 - November 2009

Skills
Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Finance, Capital Markets, Investments, Securities, Institutional Accounts, Institutional..., Strategic Relationships, Sales Presentations, Equities, Equity Research, Strategy, Due Diligence, Equity Valuation, Valuation, Investor Relations, Series 7, Series 63, Series 65, Series 86, Series 87, Financial Analysis, Financial Modeling, Financial Forecasting, Data Analysis, Business Development, Client Services, Bloomberg, FactSet, Microsoft Excel, Qualitative Research, Writing, Professional Mentoring, Travel

Education
Loyola University Maryland   2002 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics

Greg Chodaczek Greg Chodaczek Greater Philadelphia Area Details
Greg Chodaczek's Sterne Agee Experience February 2014 - Present
Job Managing Director
Industry Financial Services
Experience
Sterne Agee   February 2014 - Present
First Analysis  February 2011 - February 2014
Boenning & Scattergood  January 2009 - February 2011
Redstone Investment Management   January 2007 - November 2008
Northstar Capital Management   January 2006 - December 2006
Pilgrim Baxter & Associates  August 1998 - December 2005
Scientific Atlanta  October 1996 - August 1998
UPS  August 1989 - October 1996

Education
Georgia State University - J. Mack Robinson College of Business   1993 — 1996
MS Finance

Villanova University   1985 — 1989
BS, Finance

Ann (Damon) Haas Ann (Damon) Haas Birmingham, Alabama Details
Ann (Damon) Haas's Sterne Agee Experience November 2011 - Present
Job Managing Director at Sterne Agee Trust
Industry Financial Services
Experience
Sterne Agee   November 2011 - Present
Arlington Partners   July 2007 - October 2011

Skills
Investments, Asset Management, Strategic Planning, Financial Analysis, Estate Planning, Investment Banking, Portfolio Management, Management, New Business Development, Due Diligence, Finance, Financial Services, Wealth Management

Education
Harvard University   1984 — 1986
MBA

University of Alabama   1976 — 1980
BS, Accounting

John B. Regan III John B. Regan III Greater New Orleans Area Details
John B. Regan III's Sterne Agee Experience April 2003 - July 2010
Job Institutional Equity Sales at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities  September 2010 - Present
Sterne Agee   April 2003 - July 2010
Craig-Hallum Capital Group  2007 - 2008
Capital One  1999 - 2003

Skills
Valuation, Institutional Sales, Institutional, Investment Banking, Equities, Equity Sales, Investments, Series 7, Hedge Funds, Bloomberg, Equity Research, Trading, Private Equity, Alternative Investments, Capital Markets, Fixed Income, Financial Modeling, Securities, Series 63

Education
Louisiana State University   1993 — 1998

The University of Texas at Austin   1993 — 1993

Jesuit High School New Orleans   1989 — 1993

LaVince Pattillo LaVince Pattillo Birmingham, Alabama Area Details
LaVince Pattillo's Sterne Agee Experience 2005 - 2005
Job VP, Technology Risk Manager at Cadence Bank, N.A.
Industry Banking
Experience
Cadence Bank, N.A.   January 2013 - Present
Cadence Bank, N.A.   November 2011 - December 2012
Cadence Bank, N.A.   July 2010 - November 2011
Cadence Bank, N.A.   January 2009 - July 2010
RBC Bank  2006 - 2008
RBC Bank  2005 - 2006
Sterne Agee   2005 - 2005
Renasant Bank  2003 - 2005
Federal Reserve Bank of Atlanta  2001 - 2003
Federal Reserve Bank of Atlanta  2000 - 2001

Skills
Banking, Business Analysis, Visio, Access, Process Improvement, Risk Management, Project Management, SQL, Software Project..., Business Process..., Integration, Team Leadership, Microsoft Office, Microsoft Excel, Management, Active Directory, Customer Service, Microsoft Word

Education
University of Alabama at Birmingham   2004 — 2011
B.S., Information Systems

Jefferson State Community College   1999 — 2003
Associate's Degree, Information Technology

Valerie Hughen Valerie Hughen Birmingham, Alabama Area Details
Valerie Hughen's Sterne Agee Experience July 2000 - April 2010
Job Currently "Retired"
Industry Financial Services
Experience
Sterne Agee   July 2000 - April 2010

Education
Samford University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Andrew Reese Andrew Reese Greater Chicago Area Details
Andrew Reese's Sterne Agee Experience January 2012 - Present
Job Senior Vice President at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   January 2012 - Present
MF Global  February 2009 - November 2011
Mesirow Financial  January 2008 - December 2008
Bear Stearns  1994 - 2007

Skills
Fixed Income, Alternative Investments, Bonds, Capital Markets, Structured Products, Bloomberg, Series 7, Options, Securities, Financial Services, Derivatives, Trading, Series 63, Investments, Investment Banking, Structured Finance, Hedging, Credit Derivatives, ABS, MBS, Hedge Funds, CDO, Swaps, Financial Markets, Electronic Trading, CPA, Financial Accounting, Fund Accounting, Forensic Accounting, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Reverse Mortgages, Mortgage Lending, Fixed Income Analysis, Sales Management

Education
Manchester College   1993 — 1994
Master, Master of Accountancy

Manchester College   1991 — 1993
BS, Accounting

Western Illinois University   1989 — 1990

Notre Dame HS

Notre Dame HS

Grant Dabbelt Grant Dabbelt Greater New York City Area Details
Grant Dabbelt's Sterne Agee Experience July 2012 - Present
Job Fixed Income at Sterne Agee
Industry Financial Services
Experience
Sterne Agee   July 2012 - Present

Education
Miami University   2004 — 2008
Bachelor's

Marcelo Cosma Marcelo Cosma Greater New York City Area Details
Marcelo Cosma's Sterne Agee Experience August 2011 - Present
Job at
Industry Investment Banking
Experience
Sterne Agee   August 2011 - Present
Barclays Capital  April 2010 - August 2011
Bank of America Merrill Lynch  July 1996 - March 2011
Shearman and Sterling  January 1995 - June 1996
Baker & McKenzie  January 1994 - December 1994
Shearman and Sterling  September 1991 - December 1993

Skills
Finance, Structured Products, Mergers & Acquisitions, Securities, Management, Investments, Mergers, IPO, Private Equity, Equities, Financial Advisory, Capital Markets, Private Placements, Derivatives, Fixed Income, Investment Banking

Education
The University of Chicago   1987 — 1991
JD/MA, Law/International Relations

National University of Singapore   1986 — 1987
N/A, Southeast Asian Studies

Princeton University   1982 — 1986
AB, Politics/Political Economy

Simon Mullaly Simon Mullaly Newport, Rhode Island Details
Simon Mullaly's Sterne Agee Experience December 2013 - October 2014
Job Private Investor
Industry Capital Markets
Experience
Sterne Agee   December 2013 - October 2014
Yorvik Partners LLP   August 2009 - December 2013
De Putron Fund Management   June 2008 - December 2008
Deutsche Bank  May 2001 - October 2007
Lehman Brothers  June 1999 - June 2001
Goldman Sachs  September 1996 - May 1999

Skills
Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Valuation, Private Equity, Trading, Equities, Investments

Education
University of Pennsylvania - The Wharton School   1994 — 1996
MBA, Finance

Nottingham Trent University   1984 — 1989
BSc (Hons), Real Estate

Walter Horezga Walter Horezga New York, New York Details
Walter Horezga's Sterne Agee Experience February 2009 - April 2009
Job Management Consultant at Capco
Industry Financial Services
Experience
Capco  June 2014 - Present
Oppenheimer & Co.   January 2010 - June 2014
Sterne Agee   February 2009 - April 2009

Skills
Equity Research, Asset Management, Investments, Valuation, Economics, Equities, Business Strategy, Hedge Funds, Financial Analysis, Financial Modeling, Corporate Governance, Bloomberg, Private Equity, Investment Strategies, Bloomberg Terminal, Securities, Fixed Income, Portfolio Management, Capital Markets, Due Diligence, Wealth Management, Series 7, Trading, Market Analysis, Equity Valuation, Internal Marketing, Wholesaling, Industry Analyst..., series 63

Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Psychology, Religion

Charles Seegel Charles Seegel San Francisco Bay Area Details
Charles Seegel's Sterne Agee Experience 2011 - 2013
Job Sr. Process Engineer at Hitachi GST
Industry Semiconductors
Experience
Hitachi GST  January 2012 - Present
Sterne Agee   2011 - 2013
Hitachi GST  October 2006 - January 2012
Hitachi GST  February 2005 - October 2006
IBM  May 2000 - February 2005
PLasma Technology Inc.   November 1998 - May 2000
ATMI  August 1996 - November 1998

Education
Rensselaer Polytechnic Institute   1992 — 1996
BS, Physics

Wil Dedmon Wil Dedmon Birmingham, Alabama Area Details
Wil Dedmon's Sterne Agee Experience March 2007 - June 2015
Job Portfolio Manager at DMC Group, LLC
Industry Investment Management
Experience
DMC Group, LLC   July 2015 - Present
Sterne Agee   March 2007 - June 2015
Regions Morgan Keegan  May 2005 - March 2007

Skills
Management, Equities, Fixed Income, Bloomberg Terminal, SQL, Matlab, Factset, Visual Basic, Portfolio Optimization, Model Portfolios, Portfolio Management

Education
Samford University

Baylor School
High School

Barry Dennis, CFA Barry Dennis, CFA Park City, Utah Details
Barry Dennis, CFA's Sterne Agee Experience January 2011 - April 2012
Job President
Industry Financial Services
Experience
Strategos Capital Management   April 2015 - Present
Canaccord Genuity Inc.  August 2013 - February 2015
Sterne Agee   January 2011 - April 2012
Chapdelaine & Co.   May 2009 - April 2011
Merrill Lynch  June 2000 - May 2009
TD Securities  July 1997 - July 2000
Nesbitt Burns  1993 - 1997

Skills
ABS, CDO, Fixed Income, Structured Products, Capital Markets, Derivatives, Credit Derivatives, Bonds, Hedge Funds, Securities, High Yield, Securitization, MBS, Alternative Investments, Trading, Bloomberg, Asset Managment, Structured Finance, Equities, Investments

Education
CFA Institute   1991 — 1994

The University of Western Ontario - Richard Ivey School of Business   1991 — 1993
MBA

The University of British Columbia   1983 — 1988
bcomm, Finance

Michael F Barry Michael F Barry Greater New York City Area Details
Michael F Barry's Sterne Agee Experience February 2013 - May 2015
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  May 2015 - Present
Sterne Agee   February 2013 - May 2015
Stifel Nicolaus Weisel  September 2009 - February 2013
Merrill Lynch  October 2007 - January 2009

Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation

Education
University of Pennsylvania - The Wharton School   1985 — 1987
MBA with Distinction, Finance

Princeton University   1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program

Jonathan Zucker Jonathan Zucker Hollywood, Florida Details
Jonathan Zucker's Sterne Agee Experience March 2006 - July 2008
Job Broker at Northeast Securities
Industry Capital Markets
Experience
Northeast Securities  February 2012 - Present
Wunderlich Securities  July 2010 - December 2011
Sterne Agee   March 2006 - July 2008

Skills
Series 7, Trading, Series 63, Bonds, Fixed Income, Capital Markets, Bloomberg, Securities, Series 24, Investments, Financial Markets, Equities, FINRA, Options, Alternative Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading Systems, Mutual Funds, Electronic Trading, Investment Banking, Asset Management, Equity Trading, Derivatives, ETFs, Asset Allocation

Education
McGill University   1989 — 1992
BA, Political Science

Hartman Institute Jerusalem   1985 — 1989
Bagrut

Tripp Schoff Tripp Schoff Orange County, California Area Details
Tripp Schoff's Sterne Agee Experience November 2012 - July 2013
Job Photography/Videography/Premiere Content
Industry Entertainment
Experience
Tripp Schoff   January 2015 - Present
MKTS Productions LLC   January 2014 - Present
No_Sheep   July 2013 - Present
Sterne Agee   November 2012 - July 2013
Ticonderoga Securities LLC  September 2010 - October 2012
Ticonderoga Securities LLC  September 2009 - September 2010
Sterne Agee   August 2008 - August 2009

Skills
Bloomberg, Equities, Series 7, Financial Analysis, Investments, Series 63, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Equity Research, Capital Markets, Investment Strategies, Portfolio Management, Fixed Income, Electronic Music, Event Planning, Music Production

Education
Hobart and William Smith Colleges   2004 — 2008
Bachelor of Arts (BA), International Relations

John Yildiran John Yildiran Greater New York City Area Details
John Yildiran's Sterne Agee Experience July 2012 - July 2014
Job Investment Analyst at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers  July 2014 - Present
Sterne Agee   July 2012 - July 2014
Merrill Lynch  August 2010 - July 2012
Bank of Tokyo-Mitsubishi UFJ  June 2009 - August 2009
National Penn Bank  June 2008 - August 2008
National Penn  June 2007 - August 2007

Skills
Financial Modeling, Investments, Finance, Research, Capital Markets, Due Diligence, Investment Banking, Series 7, Series 63, Financial Analysis, Credit Analysis, Trading, Fixed Income, Investment Management

Education
Penn State University   2006 — 2010
Bachelor of Science, Finance, General

Murray Gervais Murray Gervais Morgantown, West Virginia Details
Murray Gervais's Sterne Agee Experience October 2009 - April 2010
Job Paralegal at Gorham and Associates
Industry Legal Services
Experience
Gorham and Associates   March 2014 - June 2014
Carr Allison  August 2011 - February 2014
Anderson Weidner   May 2011 - August 2011
Gorham and Associates   April 2010 - May 2011
Hand Arendall   January 2010 - April 2010
Sterne Agee   October 2009 - April 2010
Cameras Brookwood   August 2006 - November 2009
My Scoop Media   September 2008 - December 2008
KP Studios   April 2006 - August 2006
Mountain Brook Schools  January 2006 - May 2006

Education
Samford University   2010 — 2012
Paralegal

University of Mississippi   2001 — 2005
Bachelor of Arts, English

Mountain Brook High School

Adam Berendt MSM Adam Berendt MSM Birmingham, Alabama Area Details
Adam Berendt MSM's Sterne Agee Experience January 2012 - January 2014
Job Business System Analyst, AVP at Regions Financial Corporation
Industry Computer Software
Experience
Regions Financial Corporation  January 2014 - Present
Sterne Agee   January 2012 - January 2014
ActekSoft  April 2011 - January 2012
Intermark Group  November 2010 - April 2011
Southern Company  November 2007 - November 2010
Modern Banking Systems  January 2006 - November 2007
Mailsouth  August 2004 - January 2006
Hubbard Systems, Inc.   May 2004 - August 2004
Cashpoint Network Services   June 2000 - May 2004
Teksouth Corporation  May 1998 - June 2000

Skills
Microsoft SQL Server, SQL, VB.NET, Visio, C#, ASP.NET, Visual Basic, .NET, SSRS, Visual Studio, SharePoint, Oracle, T-SQL, JavaScript, Business Intelligence, Business Analysis, jQuery, Software Development, HTML, XML, Windows Server, ASP, Silverlight, Programming, SSIS, WPF, Software Project..., WCF, Requirements Analysis, SDLC, PHP, Subversion, TFS, Data Warehousing, Windows, IIS, ASP.NET MVC, AJAX, CSS, OOP, Java, Database Design, LINQ, Access, Agile Methodologies, Web Services, Web Development, VBScript, Lightswitch, Integration

Education
Troy University   2006 — 2007
MS, Management

Huntingdon College   2004 — 2007
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics

Jefferson State Community College   1995 — 1998
AAS Computer Programming, Computer Science

Jefferson State Community College   1995 — 1998
AAS Computer Applications, Computer Science

REVISSON BONFIM REVISSON BONFIM Greater New York City Area Details
REVISSON BONFIM's Sterne Agee Experience December 2013 - Present
Job Global Emerging Markets Corporate Desk Analysis.
Industry Capital Markets
Experience
Sterne Agee   December 2013 - Present
Espirito Santo Investment Bank  May 2012 - December 2013
Roc Global Securities, LLC   2011 - 2012
ING Financial Servis  August 2010 - April 2011
Miller Tabak Roberts Securities, LLC  July 2008 - August 2010
Fitch Ratings  2007 - 2008
Wachovia Securities  2004 - 2007
GE Capital  1999 - 2004

Education
The University of Connecticut   2001 — 2004
MBA, FINANCE

Sacred Heart University
BA, FINANCE & INTERNATIONAL BUSINESS

Joe Jennings Joe Jennings Greater Memphis Area Details
Joe Jennings's Sterne Agee Experience 2007 - 2010
Job Partner
Industry Financial Services
Experience
Jordan River Advisors   June 2014 - Present
Oppenheimer & Co.   December 2012 - December 2013
CRT Capital Group  March 2012 - October 2012
Cortview Capital Markets   June 2011 - April 2012
Commerce Street Capital,LLC  October 2010 - June 2011
Sterne Agee   2007 - 2010

Skills
Asset Management, Valuation, Risk Management, Excel, PowerPoint, Research, Word, Investments, Equities, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Derivatives, ABS, Asset Managment

Education
Mississippi State University   1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Tammy (Cross Lusk) Jarrell Tammy (Cross Lusk) Jarrell Birmingham, Alabama Area Details
Tammy (Cross Lusk) Jarrell's Sterne Agee Experience 1996 - 2002
Job Administrative Assistant at Regions Bank
Industry Information Technology and Services
Experience
Regions Bank  February 2012 - Present
The Arc of Shelby County   2005 - May 2012
The Arc of Shelby County   2005 - 2011
Sterne Agee   1996 - 2002
Berney Perry and Co.   1992 - 1996

Skills
Developmental..., Community Outreach, Fundraising, Public Speaking, Kindermusik, Teaching, Customer Service, Microsoft Office, Case Managment, Non-profits, Early Intervention, Volunteer Management

Education
Samford University   1986 — 1990
BS, Secondary Math Education

Ramsay High School   1982 — 1986

Donald Chadwell Donald Chadwell Birmingham, Alabama Area Details
Donald Chadwell's Sterne Agee Experience May 2011 - Present
Job Sr. Infrastructure Engineer
Industry Information Technology and Services
Experience
Sterne Agee   May 2011 - Present
Athena Comm   July 2010 - May 2011
DST Systems  2006 - 2010
DST Systems  2002 - 2006
DST Systems  1998 - 2002
DST Systems  1994 - 1998

Skills
Disaster Recovery, Program Management, Cross-functional Team..., Requirements Analysis, Troubleshooting, Data Center, Change Management, Project Management, Cisco Technologies, System Administration, Enterprise Software, Leadership, Networking, Management, Hardware, Vendor Management, Business Analysis

Education
Glenville State College
BS in Business Administration, Triple Major-Management, Marketing/Retail & Economics

West Virginia University

Alan Ruggiero Alan Ruggiero Greater New York City Area Details
Alan Ruggiero's Sterne Agee Experience 2006 - 2008
Job Private investor pursuing wealth management and high yield/distressed bond sales opportunities
Industry Investment Banking
Experience
Wunderlich Securities  2011 - 2013
H.C. Wainwright & Co., LLC   2008 - 2010
Sterne Agee   2006 - 2008
Advest, Inc.   2001 - 2005
Freeman Securities Inc   1996 - 2001
Nomura  1994 - 1996
Smith Barney  1989 - 1994

Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Trading, Corporate Finance, Equities, Electronic Trading, Series 7, Public Speaking

Education
New York University   1978 — 1981
MBA, Security Analysis

Manhattan College
Bachelor’s Degree, Accounting

The La Salle Academy
High School

Matt Whitaker Matt Whitaker Richmond, Virginia Area Details
Matt Whitaker's Sterne Agee Experience October 2010 - November 2012
Job Financial Adviser at Pinnacle First Financial Group, LLC
Industry Financial Services
Experience
Pinnacle First Financial Group, LLC   December 2012 - Present
Sterne Agee   October 2010 - November 2012
Anderson Strudwick   October 2010 - December 2011
Wells Fargo Advisors  February 2004 - July 2010

Skills
Investments, Insurance, Series 7, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Fixed Annuities, Strategic Financial..., Private Equity, Valuation, Financial Analysis, Mutual Funds, Investment Advisory, Financial Services

Education
Virginia Commonwealth University - School of Business   1999 — 2001
MBA, Business

Hampden-Sydney College   1988 — 1992
BA, Political Science

Mike Phebus, CFA Mike Phebus, CFA Chattanooga, Tennessee Area Details
Mike Phebus, CFA's Sterne Agee Experience 1991 - 1994
Job Portfolio Manager at FTB Advisors
Industry Investment Management
Experience
First Tennessee Bank-FTB Advisors   2013 - Present
SunTrust Bank  2001 - 2012
Regions Financial Corporation  1998 - 2001
First Commercial Bank-Synovus   1994 - 1998
Sterne Agee   1991 - 1994

Education
Samford University   1991 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services

University of Alabama   1986 — 1990
BS Business Administration, Finance & Investment Management

Chris MacColl Chris MacColl Ann Arbor, Michigan Details
Chris MacColl's Sterne Agee Experience June 2010 - August 2010
Job University of Michigan Law School J.D. Candidate
Industry Legal Services
Experience
Cleary Gottlieb Steen & Hamilton LLP  June 2015 - July 2015
Cleary Gottlieb Steen & Hamilton LLP  May 2015 - June 2015
United States District Court for the District of Maine  May 2014 - August 2014
FDIC  July 2011 - August 2013
Sterne Agee   June 2010 - August 2010
Seafax, Inc.   May 2007 - June 2007

Skills
SQL, SAS, C++, HTML, Microsoft Office, CSS, Java, Finance, Event Planning

Education
University of Michigan Law School   2013 — 2016
Doctor of Law (J.D.), Law

Kenyon College   2007 — 2011
Bachelor's degree, Economics Major, History Minor

Josh Sullivan Josh Sullivan Greater New York City Area Details
Josh Sullivan's Sterne Agee Experience October 2011 - Present
Job Sr. Equity Research Analyst
Industry Financial Services
Experience
Sterne Agee   October 2011 - Present
Gleacher and Company  June 2010 - August 2011
JAT Technologies   2008 - 2011
Broadpoint Capital  September 2008 - June 2010
American Technology Research  June 2005 - September 2008

Skills
Equity Research, Valuation, Defense, Equities, Aerospace, Financial Modeling, Cleantech, Corporate Finance, Portfolio Management, Hedge Funds, Financial Analysis, Bloomberg, Asset Management, Private Equity, Capital Markets, Investment Banking, Investments

Education
Lehigh University - College of Business and Economics   2001 — 2005
Finance, General

catharine mcclintock catharine mcclintock Greater Minneapolis-St. Paul Area Details
catharine mcclintock's Sterne Agee Experience 2006 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Morgan Stanley Wealth Management  October 2011 - 2014
Sterne Agee   2006 - 2010
Piper Jaffray  1992 - 2005

Skills
Investments, Equities, Retirement Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Securities, Wealth Preservation...

Education
Manhattanville College
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

University of St. Thomas
Master of Business Administration (MBA), Finance, General

Evan McIntosh Evan McIntosh Birmingham, Alabama Area Details
Evan McIntosh's Sterne Agee Experience February 2008 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Sterne Agee   February 2008 - October 2009
Amsouth Investment Serice   November 1998 - May 2007

Education
Michigan State University   1978 — 1982
BS, Economics/Finance

Brent Lemoine Brent Lemoine Greater New Orleans Area Details
Brent Lemoine's Sterne Agee Experience June 2010 - July 2012
Job Vice President ICOM Capital Group
Industry Financial Services
Experience
ICOM Capital Group   July 2012 - Present
Sterne Agee   June 2010 - July 2012
J.P. Morgan   June 2006 - 2009

Skills
Banking, Budgets, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Portfolio Management, Process Improvement, Series 7, Strategic Financial..., Strategic Planning, Valuation

Education
Louisiana State University   1998 — 2003
BS, Finance

Nathan Race Nathan Race Chicago, Illinois Details
Nathan Race's Sterne Agee Experience June 2011 - March 2015
Job Research Analyst at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray  April 2015 - Present
Sterne Agee   June 2011 - March 2015
The League Corp   May 2010 - August 2010
Bairexport  May 2009 - August 2009
ShoreBank Corp   May 2008 - August 2008

Skills
Series 7, Series 63, Series 86, Series 87, Bloomberg, Equities, Financial Modeling, FINRA, Capital Markets, Equity Research, Bloomberg Terminal, Research, Securities, Alternative Investments, Equity Valuation, Hedge Funds, Financial Analysis

Education
Rollins College   2007 — 2010
Bachelor of Sciences, Economics, International Business

Jessica Thompson Jessica Thompson Greater Denver Area Details
Jessica Thompson's Sterne Agee Experience February 2007 - August 2009
Job Sr. Analyst, Intelligence at Western Union
Industry Financial Services
Experience
Western Union  July 2014 - Present
State of Colorado  November 2012 - July 2013
Jefferson County, Colorado  August 2011 - November 2012
MoneyGram International  August 2009 - August 2011
Sterne Agee   February 2007 - August 2009
Motor Carrier Safety Consulting   November 2004 - January 2007

Skills
Strategic Communications, Financial Analysis, Business Analysis, Management, Risk Management, Project Management, Process Improvement, Leadership, Finance, Compliance, Microsoft SQL Server, Data Visualization, Data Mining, Communication, Problem Solving, Cross-functional Team..., Global Strategy

Education
Red Rocks Community College
Associate of Arts (A.A.), Philosophy, 3.5

Erica Hipolito Erica Hipolito Greater New Orleans Area Details
Erica Hipolito's Sterne Agee Experience September 2013 - December 2013
Job Property Accountant at Hyatt Place
Industry Hospitality
Experience
HRI Properties  February 2015 - Present
Hyatt Place  November 2013 - February 2015
Sterne Agee   September 2013 - December 2013
Hyatt Place  May 2013 - November 2013
Audubon Nature Institute  September 2012 - May 2013
Amazon Web Services  May 2012 - August 2012
Loyola University Learning Technology Development   September 2011 - January 2012
Loyola University Media Services   August 2010 - January 2012
Amazon.com  June 2011 - August 2011
Safeco Insurance  June 2010 - August 2010

Skills
Microsoft Office, File Management, Public Speaking, Research, Spanish, Facebook, SharePoint, Basic AV setup, Media Digitizing, Opera PMS, Flexible to Change, Knowledge-hungry Learner

Education
Loyola University New Orleans   2010 — 2014
Finance

Rainier Scholars   2003 — 2014

Lakeside Upper School   2006 — 2010

John J Bolebruch John J Bolebruch Greater New York City Area Details
John J Bolebruch's Sterne Agee Experience June 2008 - June 2011
Job Managing Director at Corporate Fuel Partners
Industry Financial Services
Experience
Corporate Fuel Partners   November 2011 - Present
Sterne Agee   June 2008 - June 2011
Managing Director  March 2004 - November 2006
Merrill Lynch  March 1994 - March 2000

Skills
M&A Advisory, Corporate Finance, Business Development, CPS-Accounting..., Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Due Diligence, Business Strategy, Corporate Development, Equities, Investments, LBO, Management, Restructuring, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets

Education
Lehigh University - College of Business and Economics   1972 — 1976
BS - Finance and Economics, Finance and Accounting

Michael Bodino Michael Bodino Fort Worth, Texas Details
Michael Bodino's Sterne Agee Experience July 2003 - August 2005
Job Managing Director Investment Banking at Seaport Global Securities
Industry Investment Banking
Experience
Seaport Global Securities   January 2012 - Present
Global Hunter Securities  March 2010 - January 2012
Madison Williams and Company  September 2008 - March 2010
Coker & Palmer   August 2005 - September 2008
Sterne Agee   July 2003 - August 2005
Capital One Southcoast Capital   September 1999 - July 2003
San Jacinto Securities   September 1993 - August 1999
RBC Capital Markets  May 1992 - March 1993

Skills
Valuation, Equity Research, Investment Banking, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Corporate Finance, Capital Markets, Bloomberg, Due Diligence, Mergers, Portfolio Management, Trading, Financial Structuring, Investor Relations, Energy, Leveraged Finance, Asset Management, LBO, Investment Management, Venture Capital, Asset Managment, Corporate Development, Securities, Mergers & Acquisitions, Economics, Hedging, M&A experience, Capital IQ, Commodity, Equity Capital Markets, Finance, Business Valuation, Series 7, Project Finance, Alternative Investments, IPO, E&P, Private Placements, DCF, Derivatives, Financial Analysis, High Yield, Structured Finance, Options, Investments, Emerging Markets

Education
Texas Christian University - M.J. Neeley School of Business   1990 — 1992
MBA, Finanace

Louisiana State University in Shreveport
BS, Economics

Brandon Neer Brandon Neer Greater New York City Area Details
Brandon Neer's Sterne Agee Experience June 2011 - Present
Job Equity Derivatives
Industry Financial Services
Experience
Sterne Agee   June 2011 - Present
BNP Paribas  January 2010 - June 2011
Bear Stearns & Company / JP Morgan   June 2004 - June 2009
Bank of America  June 1999 - July 2004

Skills
Equity Derivatives, Swaps, Options, Credit Derivatives, Structured Products, Hedge Funds, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Derivatives, Equities, Financial Markets, Trading, Bonds, Prime Brokerage, Equity Swaps, Exotic Derivatives

Education
Rutgers University   1994 — 1998
bachelor of science, Finance, 3.8 GPA (out of a possible 4)

margaret whitfield margaret whitfield Vienna, Virginia Details
margaret whitfield's Sterne Agee Experience February 2007 - November 2012
Job Independent analyst
Industry Investment Management
Experience
Sterne Agee   February 2007 - November 2012
Tucker Anthony  1994 - 2001

Skills
Bloomberg, Series 63, Mutual Funds, Series 7, FINRA, Alternative Investments, Securities, Hedge Funds, Fixed Income, Equities, Equity Research, Capital Markets

Education
New York University
Master of Business Administration (MBA), Finance, General

William Holbrook William Holbrook Birmingham, Alabama Details
William Holbrook's Sterne Agee Experience April 2009 - May 2014
Job COO at Wherible GPS, Inc.
Industry Financial Services
Experience
Wherible GPS, Inc.   September 2014 - Present
Sterne Agee   April 2009 - May 2014
Haskell Slaughter Young & Rediker, LLC   April 2001 - April 2009
Ritchie & Rediker, LLC   January 1999 - April 2001
Burr & Forman LLP  August 1993 - January 1999

Skills
Corporate Law, Corporate Finance, Securities Regulation, Securities Offerings, Mergers & Acquisitions, Legal Documents, Strategic Planning, Due Diligence, Management, Leadership

Education
Georgetown University Law Center   1992 — 1993
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law

The University of Alabama School of Law   1989 — 1992
Juris Doctor (J.D.)

University of Alabama   1987 — 1989
BA, Economics

Nick DiMaggio Nick DiMaggio Metairie, Louisiana Details
Nick DiMaggio's Sterne Agee Experience May 2015 - August 2015
Job Intern at Sterne Agee
Industry Financial Services
Experience
Louisiana Baseball Academy   October 2014 - Present
Sterne Agee   May 2015 - August 2015
Tulane University  August 2010 - May 2014
Massey's Professional Outfitters   December 2012 - January 2013
St. Martin's Episcopal School   June 2008 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Baseball, Time Management, Research, Stock Research

Education
Tulane University   2009 — 2014
Bachelor’s Degree, Finance and Marketing

Louisiana State University   2009 — 2010

St.Martin's Episcopal School   2006 — 2009
High School

Christopher Switzer Christopher Switzer Wilton, Connecticut Details
Christopher Switzer's Sterne Agee Experience June 2011 - August 2011
Job Market Research Professional
Industry Market Research
Experience
Yengst Associates   June 2013 - August 2013
Weeden & Co.   June 2012 - August 2012
Sterne Agee   June 2011 - August 2011

Education
Saint Anselm College   2010 — 2014
Bachelor of Arts (BA), Applied Physics

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