Sterne Agee
Industry: Company
DescriptionFounded: 1901 Parent organization: Stifel Subsidiaries: W R P Investments Inc, Sterne Agee UK LLP,
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Sterne Agee Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Edgar Degas Foundation July 2010 - Present
Sterne Agee May 2010 - May 2011
Education
Loyola University New Orleans 2006 — 2010
Business Adminstration, Economics & Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sterne Agee May 2007 - Present
Education
Georgetown University - The McDonough School of Business 1996 — 2000
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sterne Agee July 2012 - Present
Education
Miami University 2004 — 2008
Bachelor's
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sterne Agee February 2008 - October 2009
Amsouth Investment Serice November 1998 - May 2007
Education
Michigan State University 1978 — 1982
BS, Economics/Finance
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
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
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
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
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
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
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)
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
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
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
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