Sterne Agee
Industry: Company
DescriptionFounded: 1901 Parent organization: Stifel Subsidiaries: W R P Investments Inc, Sterne Agee UK LLP,
Sterne Agee List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sterne Agee. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sterne Agee Salaries. You can even request information on how much does Sterne Agee pay if you want to. Learn about salaries, pros and cons of working for Sterne Agee directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Rachael Pintaric Rachael Pintaric's Sterne Agee Experience October 2014 - Present
Job Investment Analyst at Sterne Agee
Industry Financial Services
Experience
Sterne Agee October 2014 - Present
WRP Investments, Inc. December 2011 - September 2014
Sterne Agee June 2014 - August 2014
Pi Sigma Epsilon November 2012 - November 2013
Dorle Financial May 2012 - November 2012
Skills
Social Media, Customer Service, Technical Support, Training Delivery, Team Building, Financial Research
Education
The Ohio State University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Marketing
Sterne Agee October 2014 - Present
WRP Investments, Inc. December 2011 - September 2014
Sterne Agee June 2014 - August 2014
Pi Sigma Epsilon November 2012 - November 2013
Dorle Financial May 2012 - November 2012
Skills
Social Media, Customer Service, Technical Support, Training Delivery, Team Building, Financial Research
Education
The Ohio State University 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Marketing
Creighton Rhodes Creighton Rhodes's Sterne Agee Experience August 2012 - November 2012
Job Credit Risk Analyst ALLL at BBVA Compass
Industry Financial Services
Experience
BBVA Compass August 2014 - Present
BBVA Compass November 2012 - August 2014
Sterne Agee August 2012 - November 2012
Ernst & Young June 2011 - August 2011
Skills
Risk Management, Data Analysis, SAS Programming, Financial Accounting, Financial Analysis, Financial Reporting, PL/SQL, SQL, Financial Modeling, Internal Controls, Accounting, Asset Managment, Strategic Financial..., Microsoft Excel, Access, PowerPoint, Auditing, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Bloomberg Terminal
Education
University of Alabama 2008 — 2012
Bachelors, Accounting, Finance, Economics
BBVA Compass August 2014 - Present
BBVA Compass November 2012 - August 2014
Sterne Agee August 2012 - November 2012
Ernst & Young June 2011 - August 2011
Skills
Risk Management, Data Analysis, SAS Programming, Financial Accounting, Financial Analysis, Financial Reporting, PL/SQL, SQL, Financial Modeling, Internal Controls, Accounting, Asset Managment, Strategic Financial..., Microsoft Excel, Access, PowerPoint, Auditing, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Bloomberg Terminal
Education
University of Alabama 2008 — 2012
Bachelors, Accounting, Finance, Economics
Lauren Hannigan Lauren Hannigan's Sterne Agee Experience June 2012 - August 2012
Job Student at University of Illinois at UrbanaChampaign
Industry Marketing and Advertising
Experience
Te Shurt August 2011 - Present
Bank of Ireland June 2014 - August 2014
Sterne Agee June 2012 - August 2012
Skills
Management, Marketing, Customer Experience, Microsoft Office, Customer Service, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Sales
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Marketing & Management-International Business, Senior
University College Dublin 2014 — 2014
Study Abroad
Te Shurt August 2011 - Present
Bank of Ireland June 2014 - August 2014
Sterne Agee June 2012 - August 2012
Skills
Management, Marketing, Customer Experience, Microsoft Office, Customer Service, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Sales
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Marketing & Management-International Business, Senior
University College Dublin 2014 — 2014
Study Abroad
Eric Grant's Sterne Agee Experience August 2011 - February 2013
Job Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
Stuart E. Roberts Stuart E. Roberts's Sterne Agee Experience August 2006 - September 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Sterne Agee August 2006 - September 2012
Merrill Lynch 1991 - 2006
Georgia Pacific Corporation April 1986 - April 1991
Skills
Finance, Securities, Retirement Planning, Customer Service, CRM, Sales, Financial Analysis, Insurance, Risk Management, Retail, Strategic Investment...
Education
The Citadel 1979 — 1983
BA, Business Administration
Wells Fargo Advisors, LLC September 2012 - Present
Sterne Agee August 2006 - September 2012
Merrill Lynch 1991 - 2006
Georgia Pacific Corporation April 1986 - April 1991
Skills
Finance, Securities, Retirement Planning, Customer Service, CRM, Sales, Financial Analysis, Insurance, Risk Management, Retail, Strategic Investment...
Education
The Citadel 1979 — 1983
BA, Business Administration
Buster Williams Buster Williams's Sterne Agee Experience January 2015 - April 2015
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. April 2015 - Present
Sterne Agee January 2015 - April 2015
Frost Bank June 2013 - January 2015
Castleark Management LLC May 2012 - July 2012
Skills
Investment Strategies, Finance, Credit Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Investments, Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Markets, Credit Risk
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Stephens Inc. April 2015 - Present
Sterne Agee January 2015 - April 2015
Frost Bank June 2013 - January 2015
Castleark Management LLC May 2012 - July 2012
Skills
Investment Strategies, Finance, Credit Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Investments, Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Markets, Credit Risk
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Benjamin Samuels Benjamin Samuels's Sterne Agee Experience June 2014 - April 2015
Job Equity Capital Markets
Industry Financial Services
Experience
Stephens Inc. April 2015 - Present
Sterne Agee June 2014 - April 2015
L3C Partners, LLC / SF Invest December 2012 - January 2014
KBW June 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, SNL, Blue Matrix
Education
The Johns Hopkins University
BSc Business, Accounting
Stephens Inc. April 2015 - Present
Sterne Agee June 2014 - April 2015
L3C Partners, LLC / SF Invest December 2012 - January 2014
KBW June 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, SNL, Blue Matrix
Education
The Johns Hopkins University
BSc Business, Accounting
Andrew Alaniz Andrew Alaniz's Sterne Agee Experience April 2011 - May 2013
Job Information Security Consultant Security Program Development Risk Security Audit & Compliance
Industry Information Technology and Services
Experience
SecurIT360 May 2013 - Present
Sterne Agee April 2011 - May 2013
Medseek January 2011 - March 2011
Medseek August 2010 - January 2011
CTS, Inc. April 2009 - August 2010
CTS, Inc. June 2008 - April 2009
CTS, Inc. November 2007 - June 2008
CTS, Inc. May 2007 - November 2007
CTS, Inc. January 2007 - May 2007
Skills
Security, Information Security, Information Security..., Penetration Testing, Web Application Security, Network Security, Vulnerability Scanning, HIPAA, Compliance, Security Audits, Vulnerability Management, ISO 27001, Physical Security, Security Management, Wireless Security, Security Policy, Social Engineering, SharePoint, Disaster Recovery, Microsoft SQL Server, Windows Server, Cisco Technologies, IIS, Networking, Microsoft Exchange, Microsoft Technologies, Servers, Network Administration, Project Management, Process Improvement, SDLC, Software Project..., Powershell, Microsoft Hyper-V, Firewalls, Mobile Device Management, VMware, Cisco Information..., Information Technology
Education
University of Alabama at Birmingham 2004 — 2007
B.S, Computer and Information Sciences
SecurIT360 May 2013 - Present
Sterne Agee April 2011 - May 2013
Medseek January 2011 - March 2011
Medseek August 2010 - January 2011
CTS, Inc. April 2009 - August 2010
CTS, Inc. June 2008 - April 2009
CTS, Inc. November 2007 - June 2008
CTS, Inc. May 2007 - November 2007
CTS, Inc. January 2007 - May 2007
Skills
Security, Information Security, Information Security..., Penetration Testing, Web Application Security, Network Security, Vulnerability Scanning, HIPAA, Compliance, Security Audits, Vulnerability Management, ISO 27001, Physical Security, Security Management, Wireless Security, Security Policy, Social Engineering, SharePoint, Disaster Recovery, Microsoft SQL Server, Windows Server, Cisco Technologies, IIS, Networking, Microsoft Exchange, Microsoft Technologies, Servers, Network Administration, Project Management, Process Improvement, SDLC, Software Project..., Powershell, Microsoft Hyper-V, Firewalls, Mobile Device Management, VMware, Cisco Information..., Information Technology
Education
University of Alabama at Birmingham 2004 — 2007
B.S, Computer and Information Sciences
Morgan Kennedy Morgan Kennedy's Sterne Agee Experience June 2013 - Present
Job Broker Dealer Trading Support Specialist at Sterne Agee
Industry Financial Services
Experience
Sterne Agee June 2013 - Present
Gulf Coast Hatteras May 2012 - July 2012
Storm Reconstruction Services May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Customer Service, Risk Management, Investments, Social Media, Research, Strategic Planning, Public Speaking, Sales
Education
University of Alabama 2008 — 2012
Bachelor of Science (BS), Finance, General
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance, General
Sterne Agee June 2013 - Present
Gulf Coast Hatteras May 2012 - July 2012
Storm Reconstruction Services May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Customer Service, Risk Management, Investments, Social Media, Research, Strategic Planning, Public Speaking, Sales
Education
University of Alabama 2008 — 2012
Bachelor of Science (BS), Finance, General
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance, General
Joyce Ammons Joyce Ammons's Sterne Agee Experience October 1995 - December 2007
Job Director of Human Resources at Sirote & Permutt, P.C.
Industry Law Practice
Experience
Sirote & Permutt, P.C. September 2015 - Present
AutoTec, LLC November 2008 - August 2015
Sterne Agee October 1995 - December 2007
University of Alabama at Birmingham December 1993 - October 1995
Secor Bank, FSB April 1990 - December 1993
Skills
Human Resources, Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, HRIS, Talent Acquisition, Talent Management, Applicant Tracking..., Recruiting, Insurance, Internet Recruiting
Education
University of Alabama 1982 — 1986
Bachelor's Degree, PR and Human Resources Management
Sirote & Permutt, P.C. September 2015 - Present
AutoTec, LLC November 2008 - August 2015
Sterne Agee October 1995 - December 2007
University of Alabama at Birmingham December 1993 - October 1995
Secor Bank, FSB April 1990 - December 1993
Skills
Human Resources, Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, HRIS, Talent Acquisition, Talent Management, Applicant Tracking..., Recruiting, Insurance, Internet Recruiting
Education
University of Alabama 1982 — 1986
Bachelor's Degree, PR and Human Resources Management
Christopher Vines Christopher Vines's Sterne Agee Experience April 2005 - September 2007
Job Financial Planner at Keystone Financial Services
Industry Financial Services
Experience
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Nigel Guntharp, M.S. Nigel Guntharp, M.S.'s Sterne Agee Experience 2007 - 2009
Job Financial Consultant and Wealth Manager
Industry Financial Services
Experience
Montgomery Area Chamber of Commerce January 2015 - Present
Guntharp Financial August 2009 - Present
Cancer Wellness Foundation of Central Alabama January 2009 - Present
Sterne Agee 2007 - 2009
Morgan Stanley 2005 - 2007
The Welch Group, LLC 2003 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Asset Allocation, Strategic Financial..., Series 63, Investment Strategies, Asset Management, Alternative Investments, Financial Modeling, Retirement, 401k, IRAs, Fixed Annuities, Strategic Planning, Securities, Mutual Funds, Estate Planning, Insurance, Series 7, Finance, Banking, Risk Management, Retirement Plan..., Financial Analysis, Microsoft Office, Private Banking, Financial Risk, Cash Flow, Financial Planning, Disability Insurance, Customer Service, Sales, Small Business
Education
University of Alabama
Masters in Financial Planning, M.S.
University of Alabama
Bachelors in Financial Management
Montgomery Area Chamber of Commerce January 2015 - Present
Guntharp Financial August 2009 - Present
Cancer Wellness Foundation of Central Alabama January 2009 - Present
Sterne Agee 2007 - 2009
Morgan Stanley 2005 - 2007
The Welch Group, LLC 2003 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Investment Advisory, Asset Allocation, Strategic Financial..., Series 63, Investment Strategies, Asset Management, Alternative Investments, Financial Modeling, Retirement, 401k, IRAs, Fixed Annuities, Strategic Planning, Securities, Mutual Funds, Estate Planning, Insurance, Series 7, Finance, Banking, Risk Management, Retirement Plan..., Financial Analysis, Microsoft Office, Private Banking, Financial Risk, Cash Flow, Financial Planning, Disability Insurance, Customer Service, Sales, Small Business
Education
University of Alabama
Masters in Financial Planning, M.S.
University of Alabama
Bachelors in Financial Management
Sara McRay Sara McRay's Sterne Agee Experience April 2007 - September 2012
Job Controller at National independent broker dealer
Industry Financial Services
Experience
National independent broker dealer September 2013 - Present
National independent broker dealer September 2012 - September 2013
Sterne Agee April 2007 - September 2012
G-Trade August 2006 - April 2007
Dowling & Co October 2004 - April 2005
Skills
Financial Reporting, Accounts Payable, Financial Statements, Payroll, Journal Entries, Bank Reconciliation, Financial Analysis, Accounting, Budgets, General Ledger, Financial Accounting, Bloomberg, Microsoft Excel, Securities
Education
University of Alabama 2002 — 2006
Bachelor of Science, Accounting
University of Alabama 2002 — 2006
Bachelor of Science, Commerce & Business Administration; Accounting
National independent broker dealer September 2013 - Present
National independent broker dealer September 2012 - September 2013
Sterne Agee April 2007 - September 2012
G-Trade August 2006 - April 2007
Dowling & Co October 2004 - April 2005
Skills
Financial Reporting, Accounts Payable, Financial Statements, Payroll, Journal Entries, Bank Reconciliation, Financial Analysis, Accounting, Budgets, General Ledger, Financial Accounting, Bloomberg, Microsoft Excel, Securities
Education
University of Alabama 2002 — 2006
Bachelor of Science, Accounting
University of Alabama 2002 — 2006
Bachelor of Science, Commerce & Business Administration; Accounting
Jaypreet Chadha's Sterne Agee Experience May 2013 - August 2013
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - Present
Jefferies LLC May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Sterne Agee May 2013 - August 2013
AmeriCorps September 2011 - May 2012
Brilliant Minds, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Editing, Dependable Team Player, Management, French, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance (Honors), GPA: 3.8, Major GPA 3.9
Alfred M. Barbe High School 2007 — 2011
3.94
Jefferies June 2015 - Present
Jefferies LLC May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Sterne Agee May 2013 - August 2013
AmeriCorps September 2011 - May 2012
Brilliant Minds, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Editing, Dependable Team Player, Management, French, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance (Honors), GPA: 3.8, Major GPA 3.9
Alfred M. Barbe High School 2007 — 2011
3.94
Daniel Nelms Daniel Nelms's Sterne Agee Experience February 2014 - Present
Job Analyst at CBRE
Industry Commercial Real Estate
Experience
CBRE August 2015 - Present
Sterne Agee February 2014 - Present
Wells Fargo Home Mortgage September 2013 - February 2014
Wells Fargo Home Mortgage December 2012 - September 2013
Cafe Luigi August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, Data Analysis, Written & Verbal..., Refinance, Goal Oriented, Time Management, Building Relationships, Organization, Superior Work Ethic, Problem Solving, Credit Analysis, Mortgage Lending, Loans, Credit, Banking, Residential Mortgages
Education
University of Alabama 2006 — 2010
Bachelor of Science (BS), Banking and Financial Support Services
CBRE August 2015 - Present
Sterne Agee February 2014 - Present
Wells Fargo Home Mortgage September 2013 - February 2014
Wells Fargo Home Mortgage December 2012 - September 2013
Cafe Luigi August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, Data Analysis, Written & Verbal..., Refinance, Goal Oriented, Time Management, Building Relationships, Organization, Superior Work Ethic, Problem Solving, Credit Analysis, Mortgage Lending, Loans, Credit, Banking, Residential Mortgages
Education
University of Alabama 2006 — 2010
Bachelor of Science (BS), Banking and Financial Support Services
Neal Hooper Neal Hooper's Sterne Agee Experience May 2011 - August 2011
Job Financial Analyst at Commercial Metals Company
Industry Mining & Metals
Experience
Commercial Metals Company January 2015 - Present
Mercedes-Benz US-International February 2012 - January 2015
Sterne Agee May 2011 - August 2011
The University of Alabama August 2009 - July 2010
Wells Fargo January 2009 - August 2009
United States Senate June 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Data Analysis, Finance, Microsoft Office, Strategic Planning, Market Research, Business Strategy, Marketing, PowerPoint, Management, Financial Modeling
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2012
MBA, Finance/Strategy
University of Alabama 2009 — 2010
Masters of Science, Marketing
University of Alabama 2004 — 2008
Bachelor of Science, Corporate Finance and Investment Management
Commercial Metals Company January 2015 - Present
Mercedes-Benz US-International February 2012 - January 2015
Sterne Agee May 2011 - August 2011
The University of Alabama August 2009 - July 2010
Wells Fargo January 2009 - August 2009
United States Senate June 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Data Analysis, Finance, Microsoft Office, Strategic Planning, Market Research, Business Strategy, Marketing, PowerPoint, Management, Financial Modeling
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2012
MBA, Finance/Strategy
University of Alabama 2009 — 2010
Masters of Science, Marketing
University of Alabama 2004 — 2008
Bachelor of Science, Corporate Finance and Investment Management
Dennis Zavolock Dennis Zavolock's Sterne Agee Experience December 2009 - November 2011
Job Strategist/Analyst at DMG Trust/ Cofounder of Confucius & Co
Industry Arts and Crafts
Experience
DMG Trust Consulting December 2011 - Present
Confucius & Co August 2013 - Present
Sterne Agee December 2009 - November 2011
Swiss Re May 2008 - December 2008
UTC Financial, LLC October 2005 - November 2007
Skills
Microsoft Office, Excel, Report Writing, Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Investments, Capital Markets, Financial Analysis, Portfolio Management, Alternative Investments, Securities, Due Diligence, Start-ups, Microsoft Excel, Business Strategy
Education
The Ohio State University 2002 — 2005
Bachelors, Finance, Risk Management, Insurance
University of the Pacific 1999 — 2002
Global Econiomic Relations
University of the Pacific 1999 — 2002
DMG Trust Consulting December 2011 - Present
Confucius & Co August 2013 - Present
Sterne Agee December 2009 - November 2011
Swiss Re May 2008 - December 2008
UTC Financial, LLC October 2005 - November 2007
Skills
Microsoft Office, Excel, Report Writing, Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Investments, Capital Markets, Financial Analysis, Portfolio Management, Alternative Investments, Securities, Due Diligence, Start-ups, Microsoft Excel, Business Strategy
Education
The Ohio State University 2002 — 2005
Bachelors, Finance, Risk Management, Insurance
University of the Pacific 1999 — 2002
Global Econiomic Relations
University of the Pacific 1999 — 2002
Blake Lewis's Sterne Agee Experience October 2014 - Present
Job Associate at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Sterne Agee October 2014 - Present
Sterne Agee January 2013 - October 2014
Alabama Department of Banking August 2013 - December 2013
University of Alabama Community Service Center August 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Event Planning, Public Speaking, Photoshop, Access, Data Analysis, Financial Analysis, Risk Management, Financial Modeling, Strategic Planning, Teamwork, Customer Service, Banking, Sales, Bloomberg, Finance, Outlook, Investments, Equities, Strategic Financial..., Portfolio Management, Credit Analysis, Commercial Banking, Financial Risk, Editing
Education
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance
Merrill Lynch August 2015 - Present
Sterne Agee October 2014 - Present
Sterne Agee January 2013 - October 2014
Alabama Department of Banking August 2013 - December 2013
University of Alabama Community Service Center August 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Event Planning, Public Speaking, Photoshop, Access, Data Analysis, Financial Analysis, Risk Management, Financial Modeling, Strategic Planning, Teamwork, Customer Service, Banking, Sales, Bloomberg, Finance, Outlook, Investments, Equities, Strategic Financial..., Portfolio Management, Credit Analysis, Commercial Banking, Financial Risk, Editing
Education
University of Alabama 2008 — 2012
Bachelor of Science in Commerce and Business Administration, Finance
Caroline Choy's Sterne Agee Experience June 2013 - August 2013
Job Recent Graduate from Stanford University
Industry Financial Services
Experience
Morgan Stanley June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Sterne Agee June 2013 - August 2013
State Office of the Hon. Terri Sewell, 7th Congressional District June 2012 - June 2012
Skills
Stata, Statistics, Microsoft Excel, Microsoft Word, PowerPoint
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Morgan Stanley June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Sterne Agee June 2013 - August 2013
State Office of the Hon. Terri Sewell, 7th Congressional District June 2012 - June 2012
Skills
Stata, Statistics, Microsoft Excel, Microsoft Word, PowerPoint
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Walker McCain Walker McCain's Sterne Agee Experience June 2014 - August 2014
Job Student at University of Alabama
Industry
Experience
Sterne Agee June 2014 - August 2014
Sterne Agee May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Editing, Social Networking, Data Analysis, Outlook, PowerPoint, Research, Leadership, Teamwork, Event Planning, Team Leadership, Social Media, Public Speaking, Time Management, Customer Service
Education
University of Alabama 2012 — 2016
Mountain Brook High School 2008 — 2012
Sterne Agee June 2014 - August 2014
Sterne Agee May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Editing, Social Networking, Data Analysis, Outlook, PowerPoint, Research, Leadership, Teamwork, Event Planning, Team Leadership, Social Media, Public Speaking, Time Management, Customer Service
Education
University of Alabama 2012 — 2016
Mountain Brook High School 2008 — 2012
Bethany Dover Bethany Dover's Sterne Agee Experience December 2011 - March 2015
Job Payroll Manager, Accounting
Industry Financial Services
Experience
Sterne Agee December 2011 - March 2015
Sterne Agee July 2010 - November 2011
Sterne Agee October 2008 - June 2010
Leonard and Associates May 2005 - June 2008
Regions Financial Corporation August 2003 - April 2005
Skills
Employee Benefits, ADP Payroll, Payroll, Cash Management, HRIS, Accounting, Account Reconciliation, Deferred Compensation, Management, 401k, Leadership, Benefits Administration, Tax, Human Resources, General Ledger, Accounts Payable, Financial Analysis, Accounts Receivable, Finance, Customer Service, Investments, Risk Management, Access
Education
Tusculum College 2005 — 2006
BS Business Management, Business Administration and Management, General
Sterne Agee December 2011 - March 2015
Sterne Agee July 2010 - November 2011
Sterne Agee October 2008 - June 2010
Leonard and Associates May 2005 - June 2008
Regions Financial Corporation August 2003 - April 2005
Skills
Employee Benefits, ADP Payroll, Payroll, Cash Management, HRIS, Accounting, Account Reconciliation, Deferred Compensation, Management, 401k, Leadership, Benefits Administration, Tax, Human Resources, General Ledger, Accounts Payable, Financial Analysis, Accounts Receivable, Finance, Customer Service, Investments, Risk Management, Access
Education
Tusculum College 2005 — 2006
BS Business Management, Business Administration and Management, General
Paul Brashier, MBA, CPA Paul Brashier, MBA, CPA's Sterne Agee Experience April 1993 - April 1994
Job Owner, President, Executive Recruiter, Snelling of Huntsville
Industry Staffing and Recruiting
Experience
Snelling August 2013 - Present
Synapse Wireless, Inc. April 2008 - July 2013
Hickory Venture Group September 2004 - April 2008
Regions Financial Corporation (Formerly AmSouth Bancorporation) September 1998 - September 2004
CVS Caremark Corporation (formerly Caremark Rx) April 1994 - September 1997
ProAssurance April 1994 - September 1997
Sterne Agee April 1993 - April 1994
EY November 1990 - April 1993
Skills
Mergers & Acquisitions, Start-ups, Strategy, Mergers, Venture Capital, Management, CPA, Accounting, Competitive Analysis, Finance, Contract Negotiation, US GAAP, Strategic Planning, Due Diligence, Financial Analysis, Private Equity
Education
University of Alabama 2001 — 2003
MBA, Finance
University of Alabama at Birmingham 1987 — 1990
BS, Accounting
Snelling August 2013 - Present
Synapse Wireless, Inc. April 2008 - July 2013
Hickory Venture Group September 2004 - April 2008
Regions Financial Corporation (Formerly AmSouth Bancorporation) September 1998 - September 2004
CVS Caremark Corporation (formerly Caremark Rx) April 1994 - September 1997
ProAssurance April 1994 - September 1997
Sterne Agee April 1993 - April 1994
EY November 1990 - April 1993
Skills
Mergers & Acquisitions, Start-ups, Strategy, Mergers, Venture Capital, Management, CPA, Accounting, Competitive Analysis, Finance, Contract Negotiation, US GAAP, Strategic Planning, Due Diligence, Financial Analysis, Private Equity
Education
University of Alabama 2001 — 2003
MBA, Finance
University of Alabama at Birmingham 1987 — 1990
BS, Accounting
Dan Flaherty, CFA Dan Flaherty, CFA's Sterne Agee Experience September 2010 - September 2011
Job Vice President at FIG Partners
Industry Financial Services
Experience
FIG Partners September 2011 - Present
Sterne Agee September 2010 - September 2011
Carson Medlin Company Investment Bankers June 2005 - September 2010
AIG Financial Products July 2001 - March 2003
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Valuation, Investment Banking
Education
University of Tampa - John H. Sykes College of Business 2003 — 2005
M.B.A., Accounting & Finance
Tufts University 1997 — 2001
B.A., Economics
FIG Partners September 2011 - Present
Sterne Agee September 2010 - September 2011
Carson Medlin Company Investment Bankers June 2005 - September 2010
AIG Financial Products July 2001 - March 2003
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Valuation, Investment Banking
Education
University of Tampa - John H. Sykes College of Business 2003 — 2005
M.B.A., Accounting & Finance
Tufts University 1997 — 2001
B.A., Economics
Caroline Goodson's Sterne Agee Experience June 2011 - May 2012
Job AVP, Corporate Access at Bank of America
Industry Financial Services
Experience
Bank of America May 2012 - Present
Sterne Agee June 2011 - May 2012
2010 Stifel Nicolaus Weisel June 2010 - August 2010
2009 New York June 2009 - August 2009
Skills
Financial Modeling, Finance, Social Media, Microsoft Excel, Market Research, Equities, Microsoft Office, Marketing Communications, Series 7, Equity Research, IPO, Leadership
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Marketing
st. thomas more lafayette, la
Bank of America May 2012 - Present
Sterne Agee June 2011 - May 2012
2010 Stifel Nicolaus Weisel June 2010 - August 2010
2009 New York June 2009 - August 2009
Skills
Financial Modeling, Finance, Social Media, Microsoft Excel, Market Research, Equities, Microsoft Office, Marketing Communications, Series 7, Equity Research, IPO, Leadership
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Marketing
st. thomas more lafayette, la
Karsen Wilford Karsen Wilford's Sterne Agee Experience August 2011 - May 2015
Job Recruiting Manager at McKinney Capital
Industry Venture Capital & Private Equity
Experience
McKinney Capital May 2015 - Present
Sterne Agee August 2011 - May 2015
Pangeatwo June 2004 - August 2011
Education
University of Alabama 2000 — 2004
Bachelor's Degree, Commerce and Business Administration - Marketing major, Cum Laude Graduate
McKinney Capital May 2015 - Present
Sterne Agee August 2011 - May 2015
Pangeatwo June 2004 - August 2011
Education
University of Alabama 2000 — 2004
Bachelor's Degree, Commerce and Business Administration - Marketing major, Cum Laude Graduate
Matt Roden's Sterne Agee Experience 2012 - 2012
Job JD/MBA Candidate
Industry Higher Education
Experience
Founders Investment Banking June 2015 - August 2015
Prince, Glover & Hayes May 2014 - July 2014
Office of Senator Richard Shelby 2013 - 2013
Shelby Roden, LLC 2012 - 2013
Sterne Agee 2012 - 2012
Skills
Spanish, Microsoft Office, Leadership, Bloomberg, Morningstar, Personal Finance, Real Estate Investor, Legal Writing, Technical Writing, Business Strategy, Business Planning, Legal Research, Legal Liability
Education
University of Alabama, Manderson Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Alabama School of Law 2013 — 2016
Juris Doctor
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, Economics/Spanish
Real Centro Universitario Escorial - María Cristina
Spanish Language and Literature
Founders Investment Banking June 2015 - August 2015
Prince, Glover & Hayes May 2014 - July 2014
Office of Senator Richard Shelby 2013 - 2013
Shelby Roden, LLC 2012 - 2013
Sterne Agee 2012 - 2012
Skills
Spanish, Microsoft Office, Leadership, Bloomberg, Morningstar, Personal Finance, Real Estate Investor, Legal Writing, Technical Writing, Business Strategy, Business Planning, Legal Research, Legal Liability
Education
University of Alabama, Manderson Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Alabama School of Law 2013 — 2016
Juris Doctor
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, Economics/Spanish
Real Centro Universitario Escorial - María Cristina
Spanish Language and Literature
Art Aybar Art Aybar's Sterne Agee Experience August 2010 - September 2011
Job Senior Recruiter at Cetera Advisors
Industry Financial Services
Experience
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
Jordan Bentley's Sterne Agee Experience November 2013 - Present
Job Purchase and Sales Specialist at Sterne Agee
Industry Financial Services
Experience
Sterne Agee November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Initiation
Education
University of Alabama 2009 — 2013
Bachelor of Commerce (B.Com.), Economics & Finance, 3.2 / 4.0
Sterne Agee November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Initiation
Education
University of Alabama 2009 — 2013
Bachelor of Commerce (B.Com.), Economics & Finance, 3.2 / 4.0
Laura Pitsikoulis Laura Pitsikoulis's Sterne Agee Experience 1990 - 1995
Job Owner at Big Frog Custom TShirts & More
Industry Retail
Experience
Big Frog Custom T-Shirts & More February 2015 - Present
Girl Talk January 2009 - February 2015
Stadion Money Management March 2014 - September 2014
M&T Securities June 2011 - December 2013
Wilmington Trust January 2005 - May 2011
Balentine and Co April 1995 - January 2005
Sterne Agee 1990 - 1995
Johnson Lane 1986 - 1989
Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management
Education
The University of Georgia 1979 — 1983
BA, Journalism and Communication
Big Frog Custom T-Shirts & More February 2015 - Present
Girl Talk January 2009 - February 2015
Stadion Money Management March 2014 - September 2014
M&T Securities June 2011 - December 2013
Wilmington Trust January 2005 - May 2011
Balentine and Co April 1995 - January 2005
Sterne Agee 1990 - 1995
Johnson Lane 1986 - 1989
Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management
Education
The University of Georgia 1979 — 1983
BA, Journalism and Communication
Jason Hargreaves Jason Hargreaves's Sterne Agee Experience June 2010 - January 2011
Job Mechanical Engineer at Plug Power
Industry Mechanical or Industrial Engineering
Experience
Plug Power September 2013 - Present
Victorinox Swiss Army June 2011 - January 2012
Sterne Agee June 2010 - January 2011
Skills
Mandarin, Solidworks, Matlab, Systems Programming, Microsoft Office, Creative Problem Solving, Mechatronics, Stress Analysis, Finite Element Analysis, Applied Mathematics, Fluid Mechanics, Computational Fluid..., Mathematica, Pro Engineer
Education
Union College 2008 — 2013
Bachelor of Science (BS), Mechanical Engineering
Ardsley High School 2004 — 2008
General Education
Plug Power September 2013 - Present
Victorinox Swiss Army June 2011 - January 2012
Sterne Agee June 2010 - January 2011
Skills
Mandarin, Solidworks, Matlab, Systems Programming, Microsoft Office, Creative Problem Solving, Mechatronics, Stress Analysis, Finite Element Analysis, Applied Mathematics, Fluid Mechanics, Computational Fluid..., Mathematica, Pro Engineer
Education
Union College 2008 — 2013
Bachelor of Science (BS), Mechanical Engineering
Ardsley High School 2004 — 2008
General Education
Bob Franks Bob Franks's Sterne Agee Experience October 2010 - June 2011
Job Research Compliance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Sterne Agee October 2010 - June 2011
Ticonderoga Securities LLC May 2010 - August 2010
UBS Investment Bank May 1997 - April 2010
PaineWebber, Inc. May 1997 - November 2000
PaineWebber (now UBS) 1997 - 2000
Prudential Securities February 1987 - May 1997
Skills
FINRA, Series 63, Equity Research, Securities, Capital Markets, Series 7, Equities, Series 24, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Risk Management, Derivatives
Education
St. Francis College 1978 — 1981
B.S, Business Administration
Bank of America Merrill Lynch June 2011 - Present
Sterne Agee October 2010 - June 2011
Ticonderoga Securities LLC May 2010 - August 2010
UBS Investment Bank May 1997 - April 2010
PaineWebber, Inc. May 1997 - November 2000
PaineWebber (now UBS) 1997 - 2000
Prudential Securities February 1987 - May 1997
Skills
FINRA, Series 63, Equity Research, Securities, Capital Markets, Series 7, Equities, Series 24, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Risk Management, Derivatives
Education
St. Francis College 1978 — 1981
B.S, Business Administration
Sam Gray Sam Gray's Sterne Agee Experience May 2011 - July 2011
Job Financial Analyst at Medical Reimbursements of America, Inc.
Industry Hospital & Health Care
Experience
Medical Reimbursements of America, Inc. September 2014 - Present
Accretive Health July 2013 - August 2014
McWane, Inc. May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Skills
Corporate Development, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Market Research, Public Speaking, Strategic Planning, Strategy, Project Management, Business Strategy, Research, Valuation, Social Media, Team Leadership
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics & History
The London School of Economics and Political Science (LSE) 2010 — 2010
Intermediate Micro/Macro Economics
Medical Reimbursements of America, Inc. September 2014 - Present
Accretive Health July 2013 - August 2014
McWane, Inc. May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Skills
Corporate Development, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Market Research, Public Speaking, Strategic Planning, Strategy, Project Management, Business Strategy, Research, Valuation, Social Media, Team Leadership
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics & History
The London School of Economics and Political Science (LSE) 2010 — 2010
Intermediate Micro/Macro Economics
Preston Copeland Dixon's Sterne Agee Experience April 2010 - June 2015
Job Vice President at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee April 2010 - June 2015
Southwood Forest Products January 2008 - April 2010
Birmingham International Forest Products January 1999 - January 2008
Feralloy Corporation January 1997 - January 1999
The Everette Agency, Inc January 1989 - January 1994
Skills
Portfolio Management, Insurance, Investments, Securities, Series 7, Wealth Management, Financial Analysis, Asset Managment, Asset Allocation, Contract Negotiation, Credit, Asset Management, Investment Advisory, Marketing, Mergers, Mutual Funds, Retirement Planning, Strategic Financial...
Education
Alabama Insurance Licensing School
Tulane University 1985 — 1988
Bachelor of Science (BS)
Louisiana Tech
Washington Workshops Foundation 1985 — 1985
Government and Politics
The Lakeside School 1980 — 1985
Simcom Training Center
Type Rating, King Air B-200
Simcom Training Center
Stifel Financial Corp. June 2015 - Present
Sterne Agee April 2010 - June 2015
Southwood Forest Products January 2008 - April 2010
Birmingham International Forest Products January 1999 - January 2008
Feralloy Corporation January 1997 - January 1999
The Everette Agency, Inc January 1989 - January 1994
Skills
Portfolio Management, Insurance, Investments, Securities, Series 7, Wealth Management, Financial Analysis, Asset Managment, Asset Allocation, Contract Negotiation, Credit, Asset Management, Investment Advisory, Marketing, Mergers, Mutual Funds, Retirement Planning, Strategic Financial...
Education
Alabama Insurance Licensing School
Tulane University 1985 — 1988
Bachelor of Science (BS)
Louisiana Tech
Washington Workshops Foundation 1985 — 1985
Government and Politics
The Lakeside School 1980 — 1985
Simcom Training Center
Type Rating, King Air B-200
Simcom Training Center
Randy Thomason Randy Thomason's Sterne Agee Experience June 2011 - May 2015
Job BOSC, Inc.
Industry Financial Services
Experience
BOK Financial May 2015 - Present
Sterne Agee June 2011 - May 2015
Skills
Business Development, Series 63, New Business Development, Leadership, Account Management, Management, Sales, Marketing, Financial Analysis, Insurance, Strategic Partnerships, Finance, Investments, Social Media Marketing, Banking
Education
University of Alabama 1993 — 1997
Bachelors, Communications
corona del mar
BOK Financial May 2015 - Present
Sterne Agee June 2011 - May 2015
Skills
Business Development, Series 63, New Business Development, Leadership, Account Management, Management, Sales, Marketing, Financial Analysis, Insurance, Strategic Partnerships, Finance, Investments, Social Media Marketing, Banking
Education
University of Alabama 1993 — 1997
Bachelors, Communications
corona del mar
Conner McCabe Conner McCabe's Sterne Agee Experience May 2012 - August 2014
Job Business Development at New Capital Partners
Industry Venture Capital & Private Equity
Experience
New Capital Partners August 2014 - Present
Sterne Agee May 2012 - August 2014
Morgan Keegan May 2011 - August 2011
Morgan Asset Management 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Excel, PowerPoint, Microsoft Excel, Quantitative Analytics, Equities, Portfolio Management, Bloomberg Terminal, Investments, Due Diligence, Analysis, Equity Research, Strategy, Investment Banking, Economics
Education
University of Alabama 2008 — 2012
BS, Finance, Investment Management
University of Alabama 2010 — 2012
Culverhouse Investment Management Group
New Capital Partners August 2014 - Present
Sterne Agee May 2012 - August 2014
Morgan Keegan May 2011 - August 2011
Morgan Asset Management 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Excel, PowerPoint, Microsoft Excel, Quantitative Analytics, Equities, Portfolio Management, Bloomberg Terminal, Investments, Due Diligence, Analysis, Equity Research, Strategy, Investment Banking, Economics
Education
University of Alabama 2008 — 2012
BS, Finance, Investment Management
University of Alabama 2010 — 2012
Culverhouse Investment Management Group
Samuel H. Eisner Samuel H. Eisner's Sterne Agee Experience June 2008 - April 2011
Job Vice President in Global Investment Research at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2013 - Present
William Blair and Company April 2011 - February 2013
Sterne Agee June 2008 - April 2011
Lexington Realty Trust May 2007 - September 2007
Telemetry Investments LLC July 2006 - September 2006
Skills
Financial Modeling, Valuation, Industry Analysis, Bloomberg, Financial Analysis, Equity Research, Equities, Capital Markets, Research, Excel, Microsoft Office, PowerPoint, Word, Securities, Market Research, Competitive Analysis, Data Analysis, Emerging Markets, Forecasting, Equity Valuation, Industrial Research
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance & International Business
Goldman Sachs March 2013 - Present
William Blair and Company April 2011 - February 2013
Sterne Agee June 2008 - April 2011
Lexington Realty Trust May 2007 - September 2007
Telemetry Investments LLC July 2006 - September 2006
Skills
Financial Modeling, Valuation, Industry Analysis, Bloomberg, Financial Analysis, Equity Research, Equities, Capital Markets, Research, Excel, Microsoft Office, PowerPoint, Word, Securities, Market Research, Competitive Analysis, Data Analysis, Emerging Markets, Forecasting, Equity Valuation, Industrial Research
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance & International Business
Anthony House Anthony House's Sterne Agee Experience June 2013 - February 2014
Job Account Executive at New Penn Financial, LLC
Industry Banking
Experience
New Penn Financial, LLC July 2015 - Present
Birdsong Winery December 2009 - Present
Jail Education Solutions November 2014 - August 2015
A House on Common Ground January 2014 - May 2015
Sterne Agee June 2013 - February 2014
Freedom Mortgage July 2011 - May 2013
PNC Mortgage December 2010 - July 2011
Wells Fargo Home Mortgage October 2009 - December 2010
Citizins Comprehensive Insurance January 2008 - December 2009
Indymac Bank December 2006 - December 2007
Skills
Mortgage Lending, Mortgage Banking, Mortgage, FHA, Refinance, Business Process..., Call Center Development, Sales Management, Customer Service, Management, Loans, Banking, Loan Origination, Reverse Mortgages, Leadership, Insurance, Business Development, CRM, Credit, Finance, Financial Services, Investment Properties, Loan Servicing, Process Improvement, Residential Mortgages, Sales, Strategy, Training, USDA
Education
Temple University 1985 — 1987
No, Business Administration
Millersville University of Pennsylvania 1983 — 1985
Business Administration
Cheltenham High School
New Penn Financial, LLC July 2015 - Present
Birdsong Winery December 2009 - Present
Jail Education Solutions November 2014 - August 2015
A House on Common Ground January 2014 - May 2015
Sterne Agee June 2013 - February 2014
Freedom Mortgage July 2011 - May 2013
PNC Mortgage December 2010 - July 2011
Wells Fargo Home Mortgage October 2009 - December 2010
Citizins Comprehensive Insurance January 2008 - December 2009
Indymac Bank December 2006 - December 2007
Skills
Mortgage Lending, Mortgage Banking, Mortgage, FHA, Refinance, Business Process..., Call Center Development, Sales Management, Customer Service, Management, Loans, Banking, Loan Origination, Reverse Mortgages, Leadership, Insurance, Business Development, CRM, Credit, Finance, Financial Services, Investment Properties, Loan Servicing, Process Improvement, Residential Mortgages, Sales, Strategy, Training, USDA
Education
Temple University 1985 — 1987
No, Business Administration
Millersville University of Pennsylvania 1983 — 1985
Business Administration
Cheltenham High School
Chase Jacobson Chase Jacobson's Sterne Agee Experience February 2008 - April 2011
Job Research Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company April 2011 - Present
Sterne Agee February 2008 - April 2011
Jefferies & Company August 2007 - February 2008
Prudential Equity Group June 2005 - June 2007
Education
The George Washington University 2001 — 2005
BBA, Finance
William Blair & Company April 2011 - Present
Sterne Agee February 2008 - April 2011
Jefferies & Company August 2007 - February 2008
Prudential Equity Group June 2005 - June 2007
Education
The George Washington University 2001 — 2005
BBA, Finance
Jordan Ricks Jordan Ricks's Sterne Agee Experience January 2014 - May 2014
Job Technology Consultant at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation May 2014 - Present
Sterne Agee January 2014 - May 2014
Sterne Agee August 2013 - December 2013
FleishmanHillard May 2013 - December 2013
University of Alabama MIS April 2013 - May 2013
Enterprise Rent-A-Car May 2011 - August 2012
Skills
Java, Microsoft Office, HTML, C++, C, SQL, Microsoft Excel, Windows, JavaScript, PowerPoint, Microsoft Word, Customer Service, MySQL, Photoshop
Education
University of Alabama 2010 — 2014
Bachelor of Science (B.S.), Management Information Systems
University of Alabama 2010 — 2014
Minor, Computing Technology and Applications
Cerner Corporation May 2014 - Present
Sterne Agee January 2014 - May 2014
Sterne Agee August 2013 - December 2013
FleishmanHillard May 2013 - December 2013
University of Alabama MIS April 2013 - May 2013
Enterprise Rent-A-Car May 2011 - August 2012
Skills
Java, Microsoft Office, HTML, C++, C, SQL, Microsoft Excel, Windows, JavaScript, PowerPoint, Microsoft Word, Customer Service, MySQL, Photoshop
Education
University of Alabama 2010 — 2014
Bachelor of Science (B.S.), Management Information Systems
University of Alabama 2010 — 2014
Minor, Computing Technology and Applications
Patrick Bussey Patrick Bussey's Sterne Agee Experience January 2003 - December 2005
Job President at Bussey Capital Management LLC
Industry Investment Management
Experience
Bussey Capital Management LLC December 2005 - Present
Sterne Agee January 2003 - December 2005
Sterne Agee July 2000 - January 2003
Skills
Investments
Education
University of Alabama 1996 — 2000
Bachelors, Finance
Bussey Capital Management LLC December 2005 - Present
Sterne Agee January 2003 - December 2005
Sterne Agee July 2000 - January 2003
Skills
Investments
Education
University of Alabama 1996 — 2000
Bachelors, Finance
Michael Morford's Sterne Agee Experience January 2011 - September 2012
Job President of Nemaha Water Services
Industry Oil & Energy
Experience
Truman National Security Project January 2015 - Present
Nemaha Water Services September 2012 - Present
OK Invest 2008 - 2013
Sterne Agee January 2011 - September 2012
Sterne Agee May 2010 - December 2010
KeyBanc July 2008 - August 2010
Jefferies February 2004 - July 2008
U.S. Army 2003 - 2004
Johnson & Rice 1997 - 2000
Skills
Oil & Gas Companies, Equity Research, Valuation, Equities, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Securities
Education
Tulane University - A.B. Freeman School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Entrepreneurship & Finance
Tulane University 1991 — 1996
MBA, Finance, Engineering
Burlington High School
Truman National Security Project January 2015 - Present
Nemaha Water Services September 2012 - Present
OK Invest 2008 - 2013
Sterne Agee January 2011 - September 2012
Sterne Agee May 2010 - December 2010
KeyBanc July 2008 - August 2010
Jefferies February 2004 - July 2008
U.S. Army 2003 - 2004
Johnson & Rice 1997 - 2000
Skills
Oil & Gas Companies, Equity Research, Valuation, Equities, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Securities
Education
Tulane University - A.B. Freeman School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Entrepreneurship & Finance
Tulane University 1991 — 1996
MBA, Finance, Engineering
Burlington High School
Leland Smiley Leland Smiley's Sterne Agee Experience January 1987 - July 1988
Job Client Service at Welch Hornsby
Industry Financial Services
Experience
Welch Hornsby July 2011 - Present
Fee-Only Planning Professionals, LLC February 2010 - July 2011
Charles D. Haines, LLC March 1999 - December 2009
Sterne Agee January 1987 - July 1988
EF Hutton August 1985 - January 1987
Education
University of Alabama 1980 — 1984
BS, Finance
Welch Hornsby July 2011 - Present
Fee-Only Planning Professionals, LLC February 2010 - July 2011
Charles D. Haines, LLC March 1999 - December 2009
Sterne Agee January 1987 - July 1988
EF Hutton August 1985 - January 1987
Education
University of Alabama 1980 — 1984
BS, Finance
Jeff Owens Jeff Owens's Sterne Agee Experience September 2006 - October 2010
Job Compliance Officer at Avadian Credit Union
Industry Financial Services
Experience
Avadian Credit Union July 2013 - Present
BBVA Compass October 2011 - April 2013
Sterne Agee September 2006 - October 2010
AmSouth Bank 2000 - 2006
AmSouth Bank 2000 - 2002
The University of Alabama 1998 - 1999
Skills
Project Management, Communication, Law, Risk Management, Process Improvement, Bloomberg, Operational Risk..., Policy Analysis, Dodd-Frank, Procedure Development, Compliance, Corporate Law, SEC filings, Estate Planning, Investments, Expense Management, GIPS Compliance, Administration, Highly Adaptable, Process Analysis, Front to Back Office, Expense Control, Operational Control, Procedure Review, Securities Regulation, Regulatory Affairs, Westlaw, Corporate Governance, CFTC, SEC, FINRA, FED, Commodity Risk..., Trusts, Hedge Funds, Investment Operations, Economics, Econometrics, Spanish, Credit, Fixed Income, Investment Management, Derivatives, Operational Risk, Trading, Wealth Management, Banking, Credit Analysis, Treasury Management, Loans
Education
Birmingham School of Law 2003 — 2005
Juris Doctor
University of Alabama 1996 — 2000
BA, Economics
John Carroll Catholic High School 1992 — 1996
College Preparatory
Avadian Credit Union July 2013 - Present
BBVA Compass October 2011 - April 2013
Sterne Agee September 2006 - October 2010
AmSouth Bank 2000 - 2006
AmSouth Bank 2000 - 2002
The University of Alabama 1998 - 1999
Skills
Project Management, Communication, Law, Risk Management, Process Improvement, Bloomberg, Operational Risk..., Policy Analysis, Dodd-Frank, Procedure Development, Compliance, Corporate Law, SEC filings, Estate Planning, Investments, Expense Management, GIPS Compliance, Administration, Highly Adaptable, Process Analysis, Front to Back Office, Expense Control, Operational Control, Procedure Review, Securities Regulation, Regulatory Affairs, Westlaw, Corporate Governance, CFTC, SEC, FINRA, FED, Commodity Risk..., Trusts, Hedge Funds, Investment Operations, Economics, Econometrics, Spanish, Credit, Fixed Income, Investment Management, Derivatives, Operational Risk, Trading, Wealth Management, Banking, Credit Analysis, Treasury Management, Loans
Education
Birmingham School of Law 2003 — 2005
Juris Doctor
University of Alabama 1996 — 2000
BA, Economics
John Carroll Catholic High School 1992 — 1996
College Preparatory
Revel Rawlings Revel Rawlings's Sterne Agee Experience August 1995 - September 2000
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors, LLC September 2012 - Present
UBS October 2008 - September 2012
Stife, Nicolaus, & Company, Inc. September 2000 - October 2008
Sterne Agee August 1995 - September 2000
Sunburst Finanncial Group, Inc. September 1993 - October 1995
Prudential Securities, Inc. October 1986 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Municipal Bonds, 401k Rollovers, Estate Investment..., Wealth Preservation..., Tax-Efficient Strategies, Financial Advisory
Education
University of Southern Mississippi
Bachelor's degree
University of Alabama 1978 — 1982
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors, LLC September 2012 - Present
UBS October 2008 - September 2012
Stife, Nicolaus, & Company, Inc. September 2000 - October 2008
Sterne Agee August 1995 - September 2000
Sunburst Finanncial Group, Inc. September 1993 - October 1995
Prudential Securities, Inc. October 1986 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Municipal Bonds, 401k Rollovers, Estate Investment..., Wealth Preservation..., Tax-Efficient Strategies, Financial Advisory
Education
University of Southern Mississippi
Bachelor's degree
University of Alabama 1978 — 1982
Ross Page Ross Page's Sterne Agee Experience May 2014 - Present
Job Student at University of Alabama
Industry Financial Services
Experience
Sterne Agee May 2014 - Present
Education
University of Alabama 2012 — 2016
Accounting and Finance 2016
Sterne Agee May 2014 - Present
Education
University of Alabama 2012 — 2016
Accounting and Finance 2016
Andy Pritchett Andy Pritchett's Sterne Agee Experience October 2005 - February 2010
Job Risk Management Advisor at Turner Insurance and Bonding Co.
Industry Financial Services
Experience
Turner Insurance and Bonding Co. September 2014 - Present
State Farm July 2013 - July 2014
Cantor Fitzgerald July 2011 - June 2013
Sandler O'Neill April 2010 - July 2011
Sterne Agee October 2005 - February 2010
Colonial Bank 2001 - 2005
Regions Financial Corporation February 1999 - June 2001
Regions Financial Corporation April 1996 - June 1997
BBVA Compass October 1994 - April 1996
BBVA Compass August 1992 - October 1994
Skills
Portfolio Management, Portfolio Strategy, Economic Research, Interest Rate..., Funding, Mortgage Banking, MBS, CMOS, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Commercial Banking, Fixed Income Analysis, Capital Markets, Fixed Income, Bonds, Finance, Bloomberg, Securities, Professional Liability, Risk Management
Education
University of Alabama 1989 — 1992
BS, Corporate Finance and Investment Management
Turner Insurance and Bonding Co. September 2014 - Present
State Farm July 2013 - July 2014
Cantor Fitzgerald July 2011 - June 2013
Sandler O'Neill April 2010 - July 2011
Sterne Agee October 2005 - February 2010
Colonial Bank 2001 - 2005
Regions Financial Corporation February 1999 - June 2001
Regions Financial Corporation April 1996 - June 1997
BBVA Compass October 1994 - April 1996
BBVA Compass August 1992 - October 1994
Skills
Portfolio Management, Portfolio Strategy, Economic Research, Interest Rate..., Funding, Mortgage Banking, MBS, CMOS, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Commercial Banking, Fixed Income Analysis, Capital Markets, Fixed Income, Bonds, Finance, Bloomberg, Securities, Professional Liability, Risk Management
Education
University of Alabama 1989 — 1992
BS, Corporate Finance and Investment Management
Jack Adams, QPFC Jack Adams, QPFC's Sterne Agee Experience 2009 - 2012
Job Retirement Plan Consultant at Warren Averett, LLC
Industry Accounting
Experience
Warren Averett, LLC 2012 - Present
Sterne Agee 2009 - 2012
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2007 - 2009
Skills
Retirement Planning, Wealth Management, Investments, 401k, Financial Services, Series 7, Financial Analysis, Portfolio Management, Series 63, Mutual Funds, Equities, Asset Allocation
Education
University of Alabama 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Warren Averett, LLC 2012 - Present
Sterne Agee 2009 - 2012
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2007 - 2009
Skills
Retirement Planning, Wealth Management, Investments, 401k, Financial Services, Series 7, Financial Analysis, Portfolio Management, Series 63, Mutual Funds, Equities, Asset Allocation
Education
University of Alabama 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Henry A. Holliday Henry A. Holliday's Sterne Agee Experience July 2010 - July 2015
Job Associate Vice President/Investments
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee July 2010 - July 2015
Education
University of Alabama 2006 — 2010
Marketing, Consumer/ Industrial, Marketing, Computer Science
University of Alabama 2006 — 2010
BS: C&BA, Marketing, Consumer/ Industrial Marketing
Walton High School 2002 — 2006
Stifel Financial Corp. July 2015 - Present
Sterne Agee July 2010 - July 2015
Education
University of Alabama 2006 — 2010
Marketing, Consumer/ Industrial, Marketing, Computer Science
University of Alabama 2006 — 2010
BS: C&BA, Marketing, Consumer/ Industrial Marketing
Walton High School 2002 — 2006
Don McBirney Don McBirney's Sterne Agee Experience August 2012 - July 2013
Job Currently Seeking New Employment Opportunities / Private Investor / Wealth Advisor
Industry Investment Management
Experience
McBirney Investments July 2013 - August 2015
Sterne Agee August 2012 - July 2013
Oppenheimer & Co. December 2000 - August 2012
Smith Barney October 1994 - December 2000
Lehman Brothers July 1990 - October 1994
Shearson Lehman August 1988 - July 1990
Education
Southern Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Memorial High School
McBirney Investments July 2013 - August 2015
Sterne Agee August 2012 - July 2013
Oppenheimer & Co. December 2000 - August 2012
Smith Barney October 1994 - December 2000
Lehman Brothers July 1990 - October 1994
Shearson Lehman August 1988 - July 1990
Education
Southern Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Memorial High School
Darren Guerrera Darren Guerrera's Sterne Agee Experience May 1994 - November 2000
Job Chief Financial Officer
Industry Financial Services
Experience
National Independent Broker Dealer April 2015 - Present
BBVA Compass Investment Solutions November 2000 - March 2015
Sterne Agee May 1994 - November 2000
Ernst & Young January 1992 - May 1994
Education
University of Alabama 1987 — 1991
BS, Accounting
National Independent Broker Dealer April 2015 - Present
BBVA Compass Investment Solutions November 2000 - March 2015
Sterne Agee May 1994 - November 2000
Ernst & Young January 1992 - May 1994
Education
University of Alabama 1987 — 1991
BS, Accounting
Kent Russell, CFA, CFP Kent Russell, CFA, CFP's Sterne Agee Experience April 2001 - August 2011
Job Portfolio Manager at Leavell Investment Management
Industry Financial Services
Experience
Leavell Investment Management September 2011 - Present
Sterne Agee April 2001 - August 2011
Boll Organic, LLC 2005 - 2009
AmSouth Bank 2000 - 2001
AmSouth Bank 1998 - 1999
Education
University of Alabama 1994 — 1998
BS, Summa cum laude with Honors in Accounting
University of Alabama 1994 — 1998
BS, Accounting
Leavell Investment Management September 2011 - Present
Sterne Agee April 2001 - August 2011
Boll Organic, LLC 2005 - 2009
AmSouth Bank 2000 - 2001
AmSouth Bank 1998 - 1999
Education
University of Alabama 1994 — 1998
BS, Summa cum laude with Honors in Accounting
University of Alabama 1994 — 1998
BS, Accounting
Matthew Sligh Matthew Sligh's Sterne Agee Experience April 2010 - March 2011
Job Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities June 2011 - Present
SIFMA Securities Industry Institute May 2010 - Present
Sterne Agee April 2010 - March 2011
Morgan Keegan January 2000 - April 2010
Skills
Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Retirement Planning, Coaching, New Business Development, Marketing, Training, Investment Management, Personal Development, Executive Education
Education
The University of Georgia 1987 — 1992
BA, English
The University of Georgia 1987 — 1992
Bachelor of Arts (B.A.), english
Wunderlich Securities June 2011 - Present
SIFMA Securities Industry Institute May 2010 - Present
Sterne Agee April 2010 - March 2011
Morgan Keegan January 2000 - April 2010
Skills
Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Retirement Planning, Coaching, New Business Development, Marketing, Training, Investment Management, Personal Development, Executive Education
Education
The University of Georgia 1987 — 1992
BA, English
The University of Georgia 1987 — 1992
Bachelor of Arts (B.A.), english
Allister McRae Allister McRae's Sterne Agee Experience August 2007 - April 2008
Job Equity Finance Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2008 - Present
Sterne Agee August 2007 - April 2008
KeyBanc Capital Markets January 2005 - May 2007
Skills
Equities, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Finance, Structured Products, Bloomberg, Trading Systems, Bonds, Credit Derivatives
Education
University of Aberdeen
Credit Suisse April 2008 - Present
Sterne Agee August 2007 - April 2008
KeyBanc Capital Markets January 2005 - May 2007
Skills
Equities, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Finance, Structured Products, Bloomberg, Trading Systems, Bonds, Credit Derivatives
Education
University of Aberdeen
Casey Gipson's Sterne Agee Experience May 2013 - July 2015
Job Compliance Advisor
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2013 - July 2015
Portfolio Recovery Associates, Inc. July 2012 - May 2013
Warren Averett LLC January 2012 - March 2012
Winn Dixie October 2007 - August 2009
Movie Gallery May 2005 - August 2009
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Access, Audit Command Language, Management, Leadership, Customer Service, Community Outreach, Coordination, Strategic Planning, Sales & Use Tax, Sales & Use Tax..., Sales Tax, QuickBooks, Tax Master Software, Outlook, Data Entry, Teamwork, Data Analysis, Training, Fixed Assets, Windows, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Tax, Forecasting, Financial Analysis, General Ledger, Time Management, Account Reconciliation, Financial Accounting, Analysis, Financial Reporting, Accounts Receivable, Public Speaking, Research
Education
University of Alabama 2009 — 2012
Bachelor of Science in Commerce & Business Administration, Accounting
Raymond James Financial, Inc. July 2015 - Present
Sterne Agee May 2013 - July 2015
Portfolio Recovery Associates, Inc. July 2012 - May 2013
Warren Averett LLC January 2012 - March 2012
Winn Dixie October 2007 - August 2009
Movie Gallery May 2005 - August 2009
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Access, Audit Command Language, Management, Leadership, Customer Service, Community Outreach, Coordination, Strategic Planning, Sales & Use Tax, Sales & Use Tax..., Sales Tax, QuickBooks, Tax Master Software, Outlook, Data Entry, Teamwork, Data Analysis, Training, Fixed Assets, Windows, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Tax, Forecasting, Financial Analysis, General Ledger, Time Management, Account Reconciliation, Financial Accounting, Analysis, Financial Reporting, Accounts Receivable, Public Speaking, Research
Education
University of Alabama 2009 — 2012
Bachelor of Science in Commerce & Business Administration, Accounting
Catherine Drummond Lake's Sterne Agee Experience July 2011 - December 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Sterne Agee July 2011 - December 2014
Education
University of Alabama 2007 — 2011
Finance, Banking and Financial Support Services
Merrill Lynch January 2015 - Present
Sterne Agee July 2011 - December 2014
Education
University of Alabama 2007 — 2011
Finance, Banking and Financial Support Services
Garrett Alton, ChFC, CLU's Sterne Agee Experience 2004 - 2006
Job Managing Director BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
Katie Plott's Sterne Agee Experience June 2015 - Present
Job Fixed Income Summer Analyst at Sterne Agee
Industry
Experience
Chi Omega Fraternity October 2014 - Present
Sterne Agee June 2015 - Present
Forza Financial May 2014 - Present
Think Community January 2013 - Present
Chi Omega Fraternity January 2014 - October 2014
Alabama State Senate May 2013 - May 2013
Camp Skyline Ranch May 2012 - July 2012
Skills
Bloomberg Software, Financial Analysis, Microsoft Excel, Underwriting, Microsoft Office, Budgets, Public Speaking, Leadership, PowerPoint, Microsoft Word, Social Media, Social Networking, Facebook, Nonprofits, Teamwork, Classroom, Time Management
Education
University of Alabama 2012 — 2016
Bachelor of Science (B.S.), Honors Degree, International Honors Program, Double Major in Finance and Economics, French minor
Institut de Touraine 2014 — 2014
French Language and Literature
Chi Omega Fraternity October 2014 - Present
Sterne Agee June 2015 - Present
Forza Financial May 2014 - Present
Think Community January 2013 - Present
Chi Omega Fraternity January 2014 - October 2014
Alabama State Senate May 2013 - May 2013
Camp Skyline Ranch May 2012 - July 2012
Skills
Bloomberg Software, Financial Analysis, Microsoft Excel, Underwriting, Microsoft Office, Budgets, Public Speaking, Leadership, PowerPoint, Microsoft Word, Social Media, Social Networking, Facebook, Nonprofits, Teamwork, Classroom, Time Management
Education
University of Alabama 2012 — 2016
Bachelor of Science (B.S.), Honors Degree, International Honors Program, Double Major in Finance and Economics, French minor
Institut de Touraine 2014 — 2014
French Language and Literature
Lori Beth McAlpin's Sterne Agee Experience November 2011 - December 2011
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Bryant Dental May 2013 - January 2015
Polyplex May 2012 - February 2013
Sterne Agee November 2011 - December 2011
Infinity Software Solutions June 2010 - October 2011
Outback Steakhouse March 2009 - June 2011
Merrill Lynch September 2009 - December 2009
Skills
Administration, Analysis, Banking, Customer Service, Finance, Financial Services, Marketing, Microsoft Office, Sales, Time Management, Microsoft Word, Mutual Funds, Microsoft Excel, Communication, Data Entry, Event Planning, Social Media, Start-ups, Leadership
Education
University of Alabama 2008 — 2010
BS in Commerce and Business Administration, Finance; Banking and Financial Services; Economics, Banking, Corporate, Finance, and Securities Law
University of North Alabama 2006 — 2008
Buisness
Morgan Stanley February 2015 - Present
Bryant Dental May 2013 - January 2015
Polyplex May 2012 - February 2013
Sterne Agee November 2011 - December 2011
Infinity Software Solutions June 2010 - October 2011
Outback Steakhouse March 2009 - June 2011
Merrill Lynch September 2009 - December 2009
Skills
Administration, Analysis, Banking, Customer Service, Finance, Financial Services, Marketing, Microsoft Office, Sales, Time Management, Microsoft Word, Mutual Funds, Microsoft Excel, Communication, Data Entry, Event Planning, Social Media, Start-ups, Leadership
Education
University of Alabama 2008 — 2010
BS in Commerce and Business Administration, Finance; Banking and Financial Services; Economics, Banking, Corporate, Finance, and Securities Law
University of North Alabama 2006 — 2008
Buisness
Fredrick Khoury Fredrick Khoury's Sterne Agee Experience August 2013 - December 2013
Job Software Developer at Lowe's Companies, Inc.
Industry Computer Software
Experience
Lowe's Companies, Inc. June 2015 - Present
Diamond Club School of Baseball February 2015 - Present
Birmingham Mountain Walks November 2014 - June 2015
MedPassHealth.com January 2014 - May 2014
Sterne Agee August 2013 - December 2013
Skills
HTML, HTML5, C#, Node.js, jQuery, Programming, CSS, JavaScript, SQL, Visual Studio, .NET, MongoDB, Microsoft SQL Server, Git, C++, Windows, AngularJS, C, Ruby on Rails, Python, Heroku, MVC Architecture, Sublime Text, Eclipse, Powershell, Selenium, Putty, Jade
Education
University of Alabama
Bachelor of Science (B.S.), Management Information Systems, General
Lowe's Companies, Inc. June 2015 - Present
Diamond Club School of Baseball February 2015 - Present
Birmingham Mountain Walks November 2014 - June 2015
MedPassHealth.com January 2014 - May 2014
Sterne Agee August 2013 - December 2013
Skills
HTML, HTML5, C#, Node.js, jQuery, Programming, CSS, JavaScript, SQL, Visual Studio, .NET, MongoDB, Microsoft SQL Server, Git, C++, Windows, AngularJS, C, Ruby on Rails, Python, Heroku, MVC Architecture, Sublime Text, Eclipse, Powershell, Selenium, Putty, Jade
Education
University of Alabama
Bachelor of Science (B.S.), Management Information Systems, General
Beth Mask Beth Mask's Sterne Agee Experience June 2015 - July 2015
Job
Industry Investment Banking
Experience
Walmart August 2015 - Present
wepa August 2015 - August 2015
Sterne Agee June 2015 - July 2015
LIFETIME FITNESS May 2013 - December 2014
LIFETIME FITNESS May 2014 - July 2014
Skills
Microsoft Office, Photoshop, Sales, Customer Service
Education
University of Alabama 2012 — 2016
Finance with Real Estate and Professional Sales Specializations
Walmart August 2015 - Present
wepa August 2015 - August 2015
Sterne Agee June 2015 - July 2015
LIFETIME FITNESS May 2013 - December 2014
LIFETIME FITNESS May 2014 - July 2014
Skills
Microsoft Office, Photoshop, Sales, Customer Service
Education
University of Alabama 2012 — 2016
Finance with Real Estate and Professional Sales Specializations
Stacey Jernigan Stacey Jernigan's Sterne Agee Experience July 2012 - May 2013
Job Outsourcing Statements, Custom Printing, Merchant Payment Services
Industry Consumer Services
Experience
Innovative Billing Solutions, Inc. October 2013 - Present
Sterne Agee July 2012 - May 2013
Morgan Stanley April 2007 - July 2012
Skills
Beauty Industry, Customer Service, Sales, Marketing, Microsoft Office, Event Planning, Retail, Microsoft Word, Microsoft Excel, Standards Compliance, Credit Cards, Skin Care, Financial Analysis
Education
University of Alabama 1998 — 2003
Environmental Science, Environmental Science
Innovative Billing Solutions, Inc. October 2013 - Present
Sterne Agee July 2012 - May 2013
Morgan Stanley April 2007 - July 2012
Skills
Beauty Industry, Customer Service, Sales, Marketing, Microsoft Office, Event Planning, Retail, Microsoft Word, Microsoft Excel, Standards Compliance, Credit Cards, Skin Care, Financial Analysis
Education
University of Alabama 1998 — 2003
Environmental Science, Environmental Science
Rachel Curtin Rachel Curtin's Sterne Agee Experience June 2012 - August 2012
Job Associate Category Manager Towel
Industry Paper & Forest Products
Experience
Georgia-Pacific Professional November 2014 - Present
Georgia-Pacific Professional May 2013 - November 2014
The University of Alabama System August 2012 - May 2013
PlanTech August 2012 - April 2013
Sterne Agee June 2012 - August 2012
The University of Alabama System January 2012 - May 2012
Wilbanks Agency May 2009 - August 2009
Alabama Republican Party May 2007 - August 2007
Skills
Social Media, Event Planning, Public Relations, Press Releases, Media Relations, Microsoft Office, Microsoft Excel, Marketing Communications, Marketing, Social Media Marketing, PowerPoint, Event Management, Facebook, Advertising, Research, Sales, Strategy
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
University of Alabama 2006 — 2010
Bachelor of Arts (B.A.), English
University of Alabama 2006 — 2010
Bachelor's of Science, Marketing
Georgia-Pacific Professional November 2014 - Present
Georgia-Pacific Professional May 2013 - November 2014
The University of Alabama System August 2012 - May 2013
PlanTech August 2012 - April 2013
Sterne Agee June 2012 - August 2012
The University of Alabama System January 2012 - May 2012
Wilbanks Agency May 2009 - August 2009
Alabama Republican Party May 2007 - August 2007
Skills
Social Media, Event Planning, Public Relations, Press Releases, Media Relations, Microsoft Office, Microsoft Excel, Marketing Communications, Marketing, Social Media Marketing, PowerPoint, Event Management, Facebook, Advertising, Research, Sales, Strategy
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
University of Alabama 2006 — 2010
Bachelor of Arts (B.A.), English
University of Alabama 2006 — 2010
Bachelor's of Science, Marketing
Dan Griffith's Sterne Agee Experience January 2006 - September 2012
Job Institutional Equity Sales
Industry Financial Services
Experience
Three Part Advisors, LLC November 2013 - January 2015
Esposito Securities, LLC November 2012 - November 2013
Sterne Agee January 2006 - September 2012
Southwest Financial Group November 1998 - January 2006
Capis April 1988 - November 1998
Skills
Equities, Equity Research, Series 7, Series 63, Hedge Funds, Equity Capital Markets, Capital Markets, Investments, Alternative Investments, Equity Trading, Fixed Income, Trading, Bloomberg, Securities, Series 24, Equity Valuation, Investor Relations, FINRA, Mutual Funds, Financial Modeling, Institutional..., Asset Management, Valuation, Portfolio Management
Education
The University of Texas at Dallas
Master of Business Administration (MBA), International Finance
University of Arkansas at Fayetteville 1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Three Part Advisors, LLC November 2013 - January 2015
Esposito Securities, LLC November 2012 - November 2013
Sterne Agee January 2006 - September 2012
Southwest Financial Group November 1998 - January 2006
Capis April 1988 - November 1998
Skills
Equities, Equity Research, Series 7, Series 63, Hedge Funds, Equity Capital Markets, Capital Markets, Investments, Alternative Investments, Equity Trading, Fixed Income, Trading, Bloomberg, Securities, Series 24, Equity Valuation, Investor Relations, FINRA, Mutual Funds, Financial Modeling, Institutional..., Asset Management, Valuation, Portfolio Management
Education
The University of Texas at Dallas
Master of Business Administration (MBA), International Finance
University of Arkansas at Fayetteville 1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Will Lankford's Sterne Agee Experience November 2013 - June 2015
Job Financial Institutions Stategist at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee November 2013 - June 2015
Sterne Agee May 2010 - November 2013
Education
University of Alabama
Bachelor of Science, Finance (Corporate Finance and Investment Management)
University of Alabama, Manderson Graduate School of Business
Masters of Science, Finance
Stifel Financial Corp. June 2015 - Present
Sterne Agee November 2013 - June 2015
Sterne Agee May 2010 - November 2013
Education
University of Alabama
Bachelor of Science, Finance (Corporate Finance and Investment Management)
University of Alabama, Manderson Graduate School of Business
Masters of Science, Finance
Cory Reamer's Sterne Agee Experience January 2011 - June 2015
Job Fixed Income with Sterne Agee
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee January 2011 - June 2015
New York Jets May 2010 - October 2010
Skills
Investments, Portfolio Management
Education
University of Alabama 2009 — 2010
Master's degree, Sports Management
University of Alabama 2005 — 2010
Bachelor's degree, Finance, General
Stifel Financial Corp. June 2015 - Present
Sterne Agee January 2011 - June 2015
New York Jets May 2010 - October 2010
Skills
Investments, Portfolio Management
Education
University of Alabama 2009 — 2010
Master's degree, Sports Management
University of Alabama 2005 — 2010
Bachelor's degree, Finance, General
Caroline Calton Caroline Calton's Sterne Agee Experience October 2012 - Present
Job Registered Sales Associate
Industry Investment Management
Experience
Sterne Agee October 2012 - Present
Sterne Agee May 2011 - October 2012
Sterne Agee August 2009 - May 2011
Skills
Series 7, Wealth Management, Asset Allocation, Estate Planning, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial...
Education
University of Alabama 2004 — 2008
BA, Political Science
Sterne Agee October 2012 - Present
Sterne Agee May 2011 - October 2012
Sterne Agee August 2009 - May 2011
Skills
Series 7, Wealth Management, Asset Allocation, Estate Planning, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial...
Education
University of Alabama 2004 — 2008
BA, Political Science
Norris Davis Norris Davis's Sterne Agee Experience March 2010 - Present
Job Investment Advisor Representative at Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2010 - Present
GunnAllen Financial April 2007 - March 2010
World Financial Group (WFG) April 2002 - April 2007
Janus Capital Group June 2000 - February 2002
Skills
Financial Services, Financial Advisory, Customer Service, Investments, Investment Management, Financial Planning, Strategic Planning, Finance, Small Business, Financial Analysis
Education
Truman State University 1995 — 2000
B.S. Economics, Economics
Sterne Agee March 2010 - Present
GunnAllen Financial April 2007 - March 2010
World Financial Group (WFG) April 2002 - April 2007
Janus Capital Group June 2000 - February 2002
Skills
Financial Services, Financial Advisory, Customer Service, Investments, Investment Management, Financial Planning, Strategic Planning, Finance, Small Business, Financial Analysis
Education
Truman State University 1995 — 2000
B.S. Economics, Economics
Jacnikia Edwards Jacnikia Edwards's Sterne Agee Experience August 2013 - December 2013
Job Business Analyst at Nucor Corporation
Industry Retail
Experience
Super Target-1787 July 2011 - November 2014
Nucor Corporation January 2014 - May 2014
The University of Alabama February 2012 - May 2014
Sterne Agee August 2013 - December 2013
Super Target-1787 August 2008 - July 2011
Super Target-1787 November 2007 - August 2008
Skills
Merchandising, Cashiering, Teamwork, Customer Service, Microsoft Office, PowerPoint, Time Management, Customer Satisfaction, Microsoft Excel, Microsoft Word, Sales, Event Planning, Leadership
Education
University of Alabama 2012 — 2014
BS, Managaement Information System
Shelton State Community College 2008 — 2011
Associate in Science, General Studies, 3.0
Super Target-1787 July 2011 - November 2014
Nucor Corporation January 2014 - May 2014
The University of Alabama February 2012 - May 2014
Sterne Agee August 2013 - December 2013
Super Target-1787 August 2008 - July 2011
Super Target-1787 November 2007 - August 2008
Skills
Merchandising, Cashiering, Teamwork, Customer Service, Microsoft Office, PowerPoint, Time Management, Customer Satisfaction, Microsoft Excel, Microsoft Word, Sales, Event Planning, Leadership
Education
University of Alabama 2012 — 2014
BS, Managaement Information System
Shelton State Community College 2008 — 2011
Associate in Science, General Studies, 3.0
Luke Swenson Luke Swenson's Sterne Agee Experience October 2014 - Present
Job AML Analyst
Industry Financial Services
Experience
Sterne Agee October 2014 - Present
Enterprise Rent-A-Car August 2014 - October 2014
Enterprise Rent-A-Car March 2013 - August 2014
Skills
Sales, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Marketing, Market Research, Financial Analysis, Time Management, Account Management, Microsoft Word, Social Media
Education
University of Alabama 2008 — 2012
Bachelor of Science, Commerce; Business Administration; General Business
Sterne Agee October 2014 - Present
Enterprise Rent-A-Car August 2014 - October 2014
Enterprise Rent-A-Car March 2013 - August 2014
Skills
Sales, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Marketing, Market Research, Financial Analysis, Time Management, Account Management, Microsoft Word, Social Media
Education
University of Alabama 2008 — 2012
Bachelor of Science, Commerce; Business Administration; General Business
Clay Oliver Clay Oliver's Sterne Agee Experience May 2009 - August 2011
Job Account Manager at IMS
Industry Medical Devices
Experience
IMS - Integrated Medical Systems International, Inc. March 2015 - Present
IMS - Integrated Medical Systems International, Inc. October 2013 - March 2015
IMS - Integrated Medical Systems International, Inc. June 2013 - October 2013
IMS – Integrated Medical Systems International, Inc. February 2013 - May 2013
Sterne Agee May 2009 - August 2011
Skills
Sales, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Facebook, Event Planning, Microsoft Word, Marketing, Time Management, Teamwork, Public Speaking, Customer Service, Medical Equipment, Clinical Operations, Sports, Social Media Marketing, Surgical Instruments, Surgical Device Sales, Endoscopy, Medical Devices, Equipment Repair
Education
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, Marketing
IMS - Integrated Medical Systems International, Inc. March 2015 - Present
IMS - Integrated Medical Systems International, Inc. October 2013 - March 2015
IMS - Integrated Medical Systems International, Inc. June 2013 - October 2013
IMS – Integrated Medical Systems International, Inc. February 2013 - May 2013
Sterne Agee May 2009 - August 2011
Skills
Sales, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Facebook, Event Planning, Microsoft Word, Marketing, Time Management, Teamwork, Public Speaking, Customer Service, Medical Equipment, Clinical Operations, Sports, Social Media Marketing, Surgical Instruments, Surgical Device Sales, Endoscopy, Medical Devices, Equipment Repair
Education
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, Marketing
Chris Lappas's Sterne Agee Experience October 2013 - June 2015
Job Senior Vice President Stifel
Industry Financial Services
Experience
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
Meredith (Walker) Burns's Sterne Agee Experience August 2009 - June 2014
Job Beachbody Coach
Industry Health, Wellness and Fitness
Experience
Beachbody July 2015 - Present
Tesoro Logistics, LLC August 2014 - Present
Independent February 2014 - June 2014
Sterne Agee August 2009 - June 2014
CDX Gas and ELM Corporation June 2006 - October 2008
Skills
Business Strategy, Marketing Communications, Microsoft Office, SharePoint, Project Management, Team Leadership, Event Planning, Corporate Events, Marketing Strategy, Adobe Professional, Strategic Public..., Yellow Belt, Lean Six Sigma Green...
Education
University of Alabama 2003 — 2006
Bachelor's Degree, Business Management
Shelton State Community College 2001 — 2003
Associate’s Degree, Business Administration and Management, General
Beachbody July 2015 - Present
Tesoro Logistics, LLC August 2014 - Present
Independent February 2014 - June 2014
Sterne Agee August 2009 - June 2014
CDX Gas and ELM Corporation June 2006 - October 2008
Skills
Business Strategy, Marketing Communications, Microsoft Office, SharePoint, Project Management, Team Leadership, Event Planning, Corporate Events, Marketing Strategy, Adobe Professional, Strategic Public..., Yellow Belt, Lean Six Sigma Green...
Education
University of Alabama 2003 — 2006
Bachelor's Degree, Business Management
Shelton State Community College 2001 — 2003
Associate’s Degree, Business Administration and Management, General
David Walston David Walston's Sterne Agee Experience June 2014 - August 2014
Job Investment Banking Analyst at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities June 2015 - Present
Sterne Agee June 2014 - August 2014
Congressman Robert Aderholt July 2013 - August 2013
University of Alabama Economics, Finance, and Legal Studies Department August 2012 - May 2013
University of Alabama History Department August 2011 - December 2011
Harbin Pharmacy June 2009 - August 2009
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Master in Science of Finance
University of Alabama 2013 — 2014
Master's Degree, Master in the Art of Economics
University of Alabama 2010 — 2014
BS in Commerce and Business Administration, Finance and Economics
Fifth Third Securities June 2015 - Present
Sterne Agee June 2014 - August 2014
Congressman Robert Aderholt July 2013 - August 2013
University of Alabama Economics, Finance, and Legal Studies Department August 2012 - May 2013
University of Alabama History Department August 2011 - December 2011
Harbin Pharmacy June 2009 - August 2009
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Master in Science of Finance
University of Alabama 2013 — 2014
Master's Degree, Master in the Art of Economics
University of Alabama 2010 — 2014
BS in Commerce and Business Administration, Finance and Economics
David Gutterman's Sterne Agee Experience January 2014 - May 2015
Job Associate, Investment Banking | Financial Institutions Group
Industry Investment Banking
Experience
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
Jennifer Knick Solomon Jennifer Knick Solomon's Sterne Agee Experience 2002 - 2004
Job Director, Corporate Treasury
Industry Hospital & Health Care
Experience
HealthSouth April 2004 - Present
Sterne Agee 2002 - 2004
Skills
Cash Management, Healthcare, Process Improvement, Financial Analysis, Financial Reporting, Forecasting, PeopleSoft, Treasury, Treasury Management, Sarbanes-Oxley Act, Finance, Strategic Planning, Managerial Finance, Management, Banking, Internal Controls, Financial Modeling, General Ledger, Budgets
Education
University of Alabama at Birmingham 2002 — 2003
MBA, Finance
Troy University 1997 — 1999
Bachelor of Science (B.S.), Biology, General
Dothan High
HealthSouth April 2004 - Present
Sterne Agee 2002 - 2004
Skills
Cash Management, Healthcare, Process Improvement, Financial Analysis, Financial Reporting, Forecasting, PeopleSoft, Treasury, Treasury Management, Sarbanes-Oxley Act, Finance, Strategic Planning, Managerial Finance, Management, Banking, Internal Controls, Financial Modeling, General Ledger, Budgets
Education
University of Alabama at Birmingham 2002 — 2003
MBA, Finance
Troy University 1997 — 1999
Bachelor of Science (B.S.), Biology, General
Dothan High
John T. Sadler IV John T. Sadler IV's Sterne Agee Experience 2010 - 2012
Job Senior Executive Recruiter at Claddagh Resources
Industry Staffing and Recruiting
Experience
Claddagh Resources 2013 - Present
Group Office Buys, LLC 2012 - 2013
Sterne Agee 2010 - 2012
SecureWatch, LLC 2008 - 2010
Skills
Technical Recruiting, Recruiting, Networking, Sales, Sales Management, Organization, Direct Sales, Customer Service, Market Planning, Time Management, Motivation, Marketing Communications, Strategic Planning, Cold Calling, New Business Development, Executive Search, Enterprise Software, Marketing, CRM, Consulting, Snorkeling, Management
Education
University of Alabama 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Baylor
Claddagh Resources 2013 - Present
Group Office Buys, LLC 2012 - 2013
Sterne Agee 2010 - 2012
SecureWatch, LLC 2008 - 2010
Skills
Technical Recruiting, Recruiting, Networking, Sales, Sales Management, Organization, Direct Sales, Customer Service, Market Planning, Time Management, Motivation, Marketing Communications, Strategic Planning, Cold Calling, New Business Development, Executive Search, Enterprise Software, Marketing, CRM, Consulting, Snorkeling, Management
Education
University of Alabama 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Baylor
Emerald Kinard Emerald Kinard's Sterne Agee Experience August 2014 - Present
Job ACAT Representative at Sterne Agee
Industry Financial Services
Experience
Sterne Agee August 2014 - Present
Wells Fargo Home Mortgage October 2013 - August 2014
Wells Fargo Home Mortgage August 2012 - October 2013
BBVA Compass March 2012 - August 2012
Petland Retail Stores February 2012 - February 2012
Depalma's Italian Cafe June 2011 - October 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Oral & Written..., Research, Organization, Strategic Planning, Time Management, Typing, Telecommunications, Telemarketing, Outlook, Cleaning, Appointment Scheduling, Animal Work, Dogs, Teamwork, Listening to customers, Following Instructions, Problem Solving, Balance Sheet, Reading Comprehension, Editing, Explaining, Coordination, E-Learning, Mac, Analysis, Office Management, Phone Etiquette, Retail Banking
Education
University of Alabama 2008 — 2011
Bachelor of Arts (B.A.), English
The University of Texas at El Paso 2007 — 2008
Sterne Agee August 2014 - Present
Wells Fargo Home Mortgage October 2013 - August 2014
Wells Fargo Home Mortgage August 2012 - October 2013
BBVA Compass March 2012 - August 2012
Petland Retail Stores February 2012 - February 2012
Depalma's Italian Cafe June 2011 - October 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Oral & Written..., Research, Organization, Strategic Planning, Time Management, Typing, Telecommunications, Telemarketing, Outlook, Cleaning, Appointment Scheduling, Animal Work, Dogs, Teamwork, Listening to customers, Following Instructions, Problem Solving, Balance Sheet, Reading Comprehension, Editing, Explaining, Coordination, E-Learning, Mac, Analysis, Office Management, Phone Etiquette, Retail Banking
Education
University of Alabama 2008 — 2011
Bachelor of Arts (B.A.), English
The University of Texas at El Paso 2007 — 2008
Elizabeth Cameron Elizabeth Cameron's Sterne Agee Experience March 2014 - Present
Job Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2014 - Present
Nanny January 2013 - Present
Wyoming Outfitters May 2012 - October 2012
Providence Hospital Diabetes Center and Nutrition office June 2011 - August 2011
U.S. House of Representatives May 2011 - June 2011
Skills
Organization, Multitasking Skills, Communication, Creativity, Health, Fitness, Dietetics, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Social Networking, Wellness, Time Management, Health Education, Sales, Nutrition Education, Event Planning, Health Promotion
Education
University of Alabama 2008 — 2012
Bachelor's degree, Human Environmental Sciences; Food and Nutrition
Sterne Agee March 2014 - Present
Nanny January 2013 - Present
Wyoming Outfitters May 2012 - October 2012
Providence Hospital Diabetes Center and Nutrition office June 2011 - August 2011
U.S. House of Representatives May 2011 - June 2011
Skills
Organization, Multitasking Skills, Communication, Creativity, Health, Fitness, Dietetics, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Social Networking, Wellness, Time Management, Health Education, Sales, Nutrition Education, Event Planning, Health Promotion
Education
University of Alabama 2008 — 2012
Bachelor's degree, Human Environmental Sciences; Food and Nutrition
Frank Thompson Frank Thompson's Sterne Agee Experience June 2012 - June 2014
Job ERP Business Systems Analyst II at CocaCola Bottling Company United, Inc.
Industry Information Technology and Services
Experience
Coca-Cola Bottling Company United, Inc. August 2014 - Present
Sterne Agee June 2012 - June 2014
Nucor Steel Tuscaloosa, Inc January 2013 - May 2013
Procter & Gamble August 2012 - December 2012
Tuscaloosa Public Library March 2012 - May 2012
University of Alabama October 2011 - May 2012
U.S. House of Representatives - Congressman Robert Aderholt June 2011 - July 2011
U.S. House of Representatives - Congressman Spencer Bachus May 2011 - June 2011
Skills
Visio, Visual Studio, SharePoint, SQL, HTML, Project Management, Windows 7, Windows, Access, Strategy Alignment, C++, Visual Basic, Leadership, C#, CRM, IT systems development, Mac OS X, Communication, SDLC, Microsoft SQL Server, OS X, Software Documentation, SAP, SAP ERP, SAP Implementation
Education
University of Alabama 2008 — 2013
Bachelor of Science in Business Administration, Management Information Systems
Coca-Cola Bottling Company United, Inc. August 2014 - Present
Sterne Agee June 2012 - June 2014
Nucor Steel Tuscaloosa, Inc January 2013 - May 2013
Procter & Gamble August 2012 - December 2012
Tuscaloosa Public Library March 2012 - May 2012
University of Alabama October 2011 - May 2012
U.S. House of Representatives - Congressman Robert Aderholt June 2011 - July 2011
U.S. House of Representatives - Congressman Spencer Bachus May 2011 - June 2011
Skills
Visio, Visual Studio, SharePoint, SQL, HTML, Project Management, Windows 7, Windows, Access, Strategy Alignment, C++, Visual Basic, Leadership, C#, CRM, IT systems development, Mac OS X, Communication, SDLC, Microsoft SQL Server, OS X, Software Documentation, SAP, SAP ERP, SAP Implementation
Education
University of Alabama 2008 — 2013
Bachelor of Science in Business Administration, Management Information Systems
Roy Blumberg Roy Blumberg's Sterne Agee Experience 2000 - 2006
Job Partner at Horatio Street Wealth Management
Industry Financial Services
Experience
Horatio Street Wealth Management 2009 - Present
Janney Montgomery Scott 2006 - 2008
Sterne Agee 2000 - 2006
The Roosevelt Investment Group May 1999 - May 2000
First Allied Securities/Josephthal Inc. 1996 - 1999
CNBC 1989 - 1996
Thomson McKinnon Securities 1987 - 1989
Education
The University of Connecticut School of Business
Bs, Business Administraton
William hall high school
William hall high school
Horatio Street Wealth Management 2009 - Present
Janney Montgomery Scott 2006 - 2008
Sterne Agee 2000 - 2006
The Roosevelt Investment Group May 1999 - May 2000
First Allied Securities/Josephthal Inc. 1996 - 1999
CNBC 1989 - 1996
Thomson McKinnon Securities 1987 - 1989
Education
The University of Connecticut School of Business
Bs, Business Administraton
William hall high school
William hall high school
Asher Carey's Sterne Agee Experience July 2013 - Present
Job Vice President Equity Research Associate at Sterne Agee
Industry Market Research
Experience
Sterne Agee July 2013 - Present
Auction.com 2013 - 2013
Sterne Agee & Leach June 2011 - September 2012
UBS Wealth Management October 2010 - February 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equity Research, Corporate Finance, Equities
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MS, Finance, Energy Specialization
Tulane University 2006 — 2010
Bachelor of Science (B.S.), Finance, Legal Studies
The Tatnall School
Sterne Agee July 2013 - Present
Auction.com 2013 - 2013
Sterne Agee & Leach June 2011 - September 2012
UBS Wealth Management October 2010 - February 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equity Research, Corporate Finance, Equities
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MS, Finance, Energy Specialization
Tulane University 2006 — 2010
Bachelor of Science (B.S.), Finance, Legal Studies
The Tatnall School
Matthew Kiser Matthew Kiser's Sterne Agee Experience January 2009 - January 2011
Job Financial Advisor
Industry Financial Services
Experience
Sterne Agee January 2009 - January 2011
Education
Troy University
MS Management, Management
University of Mississippi - School of Business Administration
Finance
Sterne Agee January 2009 - January 2011
Education
Troy University
MS Management, Management
University of Mississippi - School of Business Administration
Finance
Evan Dorman Evan Dorman's Sterne Agee Experience January 2011 - July 2014
Job Financial Advisor at Synovus Securities
Industry Financial Services
Experience
Synovus Securities July 2014 - Present
Sterne Agee January 2011 - July 2014
Summer Classics, Inc January 2005 - January 2011
Summer Classics April 2004 - January 2005
AMS/CGI May 2001 - April 2004
Skills
Strategic Planning, Customer Satisfaction, Management, Pricing, Customer Service, Financial Analysis, Operations Management, Budgets, Sales, Marketing, Process Improvement, PowerPoint, Investment Management, Retirement Planning, Educational Planning, Business Succession, Charitable Giving
Education
University of Alabama 1994 — 1998
B.S, Management Information Systems
Synovus Securities July 2014 - Present
Sterne Agee January 2011 - July 2014
Summer Classics, Inc January 2005 - January 2011
Summer Classics April 2004 - January 2005
AMS/CGI May 2001 - April 2004
Skills
Strategic Planning, Customer Satisfaction, Management, Pricing, Customer Service, Financial Analysis, Operations Management, Budgets, Sales, Marketing, Process Improvement, PowerPoint, Investment Management, Retirement Planning, Educational Planning, Business Succession, Charitable Giving
Education
University of Alabama 1994 — 1998
B.S, Management Information Systems
Drew Weil Drew Weil's Sterne Agee Experience September 2006 - June 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Sterne Agee September 2006 - June 2011
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Series 7, Series 63, Financial Planning, 401k, Financial Analysis, Real Estate, Retirement
Education
The University of Georgia 2001 — 2005
B.A., International Affairs
Merrill Lynch June 2011 - Present
Sterne Agee September 2006 - June 2011
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Series 7, Series 63, Financial Planning, 401k, Financial Analysis, Real Estate, Retirement
Education
The University of Georgia 2001 — 2005
B.A., International Affairs
Jeff Gross Jeff Gross's Sterne Agee Experience August 2007 - August 2014
Job Senior Vice President at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities November 2014 - Present
Sterne Agee August 2007 - August 2014
Piper Jaffray 2005 - 2007
Merrill Lynch March 1993 - September 2002
Skills
Investments, Series 7, Valuation, Asset Management, Bonds, Finance, Structured Finance, ABS, Fixed Income, Bloomberg, Hedge Funds, CMBS
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
The George Washington University 1979 — 1983
BA, Psychology
Germantown Friends School
Wunderlich Securities November 2014 - Present
Sterne Agee August 2007 - August 2014
Piper Jaffray 2005 - 2007
Merrill Lynch March 1993 - September 2002
Skills
Investments, Series 7, Valuation, Asset Management, Bonds, Finance, Structured Finance, ABS, Fixed Income, Bloomberg, Hedge Funds, CMBS
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
The George Washington University 1979 — 1983
BA, Psychology
Germantown Friends School
Morgan Ogilvie Morgan Ogilvie's Sterne Agee Experience May 2012 - August 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey January 2013 - July 2015
Sterne Agee May 2012 - August 2012
The University of Alabama Football Team June 2008 - January 2012
United States Senate May 2011 - May 2011
Education
University of Alabama 2011 — 2012
Master of Science (MS), Finance
University of Alabama 2008 — 2011
Bachelor of Science (BS), Finance and Economics
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey January 2013 - July 2015
Sterne Agee May 2012 - August 2012
The University of Alabama Football Team June 2008 - January 2012
United States Senate May 2011 - May 2011
Education
University of Alabama 2011 — 2012
Master of Science (MS), Finance
University of Alabama 2008 — 2011
Bachelor of Science (BS), Finance and Economics
Jim Alderson Jim Alderson's Sterne Agee Experience February 2014 - October 2014
Job Senior Financial Analyst at Time Inc.
Industry Publishing
Experience
Time Inc. October 2014 - Present
Sterne Agee February 2014 - October 2014
Sterne Agee August 2012 - February 2014
Wells Fargo Home Mortgage October 2011 - August 2012
Skills
General Ledger, Accounts Payable, Business Process, Contract Management, Cost Allocation, Invoice Processing, Microsoft Excel
Education
University of Alabama
Bachelor of Science (BS), Accounting
Vestavia Hills High School
Time Inc. October 2014 - Present
Sterne Agee February 2014 - October 2014
Sterne Agee August 2012 - February 2014
Wells Fargo Home Mortgage October 2011 - August 2012
Skills
General Ledger, Accounts Payable, Business Process, Contract Management, Cost Allocation, Invoice Processing, Microsoft Excel
Education
University of Alabama
Bachelor of Science (BS), Accounting
Vestavia Hills High School
James Towne's Sterne Agee Experience January 2014 - April 2015
Job
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Tammy Ridley's Sterne Agee Experience October 2004 - May 2006
Job Vice President Senior Auditor II at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation August 2012 - Present
ProEquities, Inc. May 2006 - August 2012
Sterne Agee October 2004 - May 2006
Skills
FINRA Securities..., FINRA, Financial Services, Internal Audit, Retirement, Training, Microsoft Excel, Access, Wealth Management, Securities, Risk Management, Banking, Finance
Education
Tusculum College 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Birmingham School of Law
Regions Financial Corporation August 2012 - Present
ProEquities, Inc. May 2006 - August 2012
Sterne Agee October 2004 - May 2006
Skills
FINRA Securities..., FINRA, Financial Services, Internal Audit, Retirement, Training, Microsoft Excel, Access, Wealth Management, Securities, Risk Management, Banking, Finance
Education
Tusculum College 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Birmingham School of Law
Greg Teller's Sterne Agee Experience June 2010 - April 2015
Job Executive Director at MKM Partners
Industry Investment Banking
Experience
MKM Partners April 2015 - Present
Sterne Agee June 2010 - April 2015
Jefferies Inc March 2005 - May 2010
Citigroup October 1993 - February 2005
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Series 7, Securities, Fixed Income, Investments, Series 63, Alternative Investments
Education
The Ohio State University
BA, Political Science
MKM Partners April 2015 - Present
Sterne Agee June 2010 - April 2015
Jefferies Inc March 2005 - May 2010
Citigroup October 1993 - February 2005
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Series 7, Securities, Fixed Income, Investments, Series 63, Alternative Investments
Education
The Ohio State University
BA, Political Science
Nathan Strall's Sterne Agee Experience November 2014 - June 2015
Job Vice President Financial Services Investment Banking
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Sterne Agee November 2014 - June 2015
Lancaster Pollard January 2013 - August 2014
Sterne Agee May 2009 - January 2013
Keefe, Bruyette & Woods (KBW) July 2006 - May 2009
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Private Placements, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Structured Finance, Finance, Capital Markets, Financial Analysis, Equities, Financial Structuring, Investments, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Raymond James Financial, Inc. June 2015 - Present
Sterne Agee November 2014 - June 2015
Lancaster Pollard January 2013 - August 2014
Sterne Agee May 2009 - January 2013
Keefe, Bruyette & Woods (KBW) July 2006 - May 2009
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Private Placements, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Structured Finance, Finance, Capital Markets, Financial Analysis, Equities, Financial Structuring, Investments, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Drew Hanson's Sterne Agee Experience December 2010 - September 2013
Job Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Bryant Bank September 2013 - July 2015
Sterne Agee December 2010 - September 2013
BBVA Compass October 1994 - December 2010
Skills
Risk Management, Capital Markets, Fixed Income, Derivatives, FX Options, Trading, Portfolio Management, Banking, Interest Rate...
Education
University of Alabama 1989 — 1993
B.S., Finance
Brean Capital, LLC July 2015 - Present
Bryant Bank September 2013 - July 2015
Sterne Agee December 2010 - September 2013
BBVA Compass October 1994 - December 2010
Skills
Risk Management, Capital Markets, Fixed Income, Derivatives, FX Options, Trading, Portfolio Management, Banking, Interest Rate...
Education
University of Alabama 1989 — 1993
B.S., Finance
Scott Robicheaux's Sterne Agee Experience June 2010 - September 2011
Job VP Portfolio Manager at IBERIABANK
Industry Financial Services
Experience
IBERIABANK July 2014 - Present
BNY Mellon September 2013 - March 2014
CRT Capital Group March 2012 - September 2013
Cortview Capital Securites September 2011 - March 2012
Sterne Agee June 2010 - September 2011
Colonial Bank October 2008 - July 2010
Regions Bank June 2004 - August 2008
Compass Bank May 2002 - June 2004
Compass Bank June 1998 - March 2000
Skills
Derivatives, Trading, Banking, Securities, Options, Swaps, Capital Markets, Fixed Income, Risk Management, Interest Rate..., Hedging, Bonds, Portfolio Management, Loans, Structured Finance, Asset Management, ALM, Bloomberg, Equities, Structured Products, Valuation, Investment Banking, Hedge Funds
Education
University of Alabama 1997 — 1998
Masters, Finance
University of Alabama 1993 — 1997
BS, Finance
IBERIABANK July 2014 - Present
BNY Mellon September 2013 - March 2014
CRT Capital Group March 2012 - September 2013
Cortview Capital Securites September 2011 - March 2012
Sterne Agee June 2010 - September 2011
Colonial Bank October 2008 - July 2010
Regions Bank June 2004 - August 2008
Compass Bank May 2002 - June 2004
Compass Bank June 1998 - March 2000
Skills
Derivatives, Trading, Banking, Securities, Options, Swaps, Capital Markets, Fixed Income, Risk Management, Interest Rate..., Hedging, Bonds, Portfolio Management, Loans, Structured Finance, Asset Management, ALM, Bloomberg, Equities, Structured Products, Valuation, Investment Banking, Hedge Funds
Education
University of Alabama 1997 — 1998
Masters, Finance
University of Alabama 1993 — 1997
BS, Finance
Intesar Haider's Sterne Agee Experience December 2012 - February 2015
Job Managing Partner at VinsonCap Advisors LP
Industry Investment Management
Experience
VinsonCap Advisors LP March 2015 - Present
Sterne Agee December 2012 - February 2015
StormHarbour Partners LP May 2009 - December 2012
Citigroup 2002 - 2008
Merrill Lynch 1999 - 2002
Peregrine Capital 1996 - 1997
Dean Witter Reynolds Inc. 1992 - 1995
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1988 — 1992
BBA, Finance and Business Economics
St. Paul's School 1976 — 1988
VinsonCap Advisors LP March 2015 - Present
Sterne Agee December 2012 - February 2015
StormHarbour Partners LP May 2009 - December 2012
Citigroup 2002 - 2008
Merrill Lynch 1999 - 2002
Peregrine Capital 1996 - 1997
Dean Witter Reynolds Inc. 1992 - 1995
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1988 — 1992
BBA, Finance and Business Economics
St. Paul's School 1976 — 1988
Patrick J. Long's Sterne Agee Experience May 2013 - April 2015
Job Managing Director at KBW
Industry Investment Banking
Experience
Keefe, Bruyette & Woods (KBW) April 2015 - Present
Sterne Agee May 2013 - April 2015
KBW January 2007 - April 2013
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
United States Naval Academy 1988 — 1992
Keefe, Bruyette & Woods (KBW) April 2015 - Present
Sterne Agee May 2013 - April 2015
KBW January 2007 - April 2013
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
United States Naval Academy 1988 — 1992
Kevin Kaiser's Sterne Agee Experience August 2014 - May 2015
Job Brown Advisory Head of Institutional Services
Industry Financial Services
Experience
Sterne Agee August 2014 - May 2015
Stifel Nicolaus May 2007 - July 2014
FINRA 2006 - 2007
Education
The Johns Hopkins University 1995 — 1998
Sterne Agee August 2014 - May 2015
Stifel Nicolaus May 2007 - July 2014
FINRA 2006 - 2007
Education
The Johns Hopkins University 1995 — 1998
Allen Terrell's Sterne Agee Experience July 1999 - May 2001
Job Project Manager at Swinerton Builders
Industry Construction
Experience
Swinerton Builders May 2014 - Present
Swinerton Builders February 2014 - Present
Swinerton Builders February 2013 - Present
Swinerton Builders October 2011 - March 2013
Swinerton Management & Consulting August 2008 - October 2011
Wasatch Transfer May 2001 - August 2007
Sterne Agee July 1999 - May 2001
Skills
Construction, Contract Management, LEED, LEED AP, Pre-construction, Project Management, Management, Construction Management, Negotiation, Value Engineering, Cost Control, Submittals, Project Estimation, CPM Scheduling, Change Orders
Education
UC Berkeley Extension 2008 — 2008
Construction Management
University of Alabama 1994 — 1998
BS, Commerce and Business Administration - Finance
Swinerton Builders May 2014 - Present
Swinerton Builders February 2014 - Present
Swinerton Builders February 2013 - Present
Swinerton Builders October 2011 - March 2013
Swinerton Management & Consulting August 2008 - October 2011
Wasatch Transfer May 2001 - August 2007
Sterne Agee July 1999 - May 2001
Skills
Construction, Contract Management, LEED, LEED AP, Pre-construction, Project Management, Management, Construction Management, Negotiation, Value Engineering, Cost Control, Submittals, Project Estimation, CPM Scheduling, Change Orders
Education
UC Berkeley Extension 2008 — 2008
Construction Management
University of Alabama 1994 — 1998
BS, Commerce and Business Administration - Finance
Todd Pigott's Sterne Agee Experience February 2014 - April 2015
Job Financial Services | Institutional Sales | Business Development | Relationship Manager
Industry Financial Services
Experience
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Will Brooke's Sterne Agee Experience January 2010 - May 2010
Job Southeast Venture Capital
Industry Venture Capital & Private Equity
Experience
Harbert Management Corporation June 2012 - Present
Sterne Agee January 2010 - May 2010
Sterne Agee August 2008 - January 2010
Montgomery Martin Contractors, LLC September 2005 - July 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Entrepreneurship, Finance
University of Alabama 2007 — 2008
MS, Finance
University of Virginia 2001 — 2005
BS, Economics
Harbert Management Corporation June 2012 - Present
Sterne Agee January 2010 - May 2010
Sterne Agee August 2008 - January 2010
Montgomery Martin Contractors, LLC September 2005 - July 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Entrepreneurship, Finance
University of Alabama 2007 — 2008
MS, Finance
University of Virginia 2001 — 2005
BS, Economics
Kevin Hulsey's Sterne Agee Experience February 2012 - September 2012
Job Director Risk Management at Shell Trading
Industry Capital Markets
Experience
Shell Trading October 2012 - Present
Sterne Agee February 2012 - September 2012
BBVA Compass August 2008 - January 2012
ConocoPhillips August 2006 - August 2008
ConocoPhillips November 2004 - August 2006
ConocoPhillips June 2002 - November 2004
Skills
Hedging, Commodity, Financial Risk, Energy, Natural Gas, Derivatives, Risk Management, Petroleum, Fixed Income, Credit Derivatives, Oil, Crude Oil, Commodities, Fuel, Financial Management, Structured Finance, Quantitative Finance, Trade Finance, Corporate Finance, Trading, Electronic Trading, Commodity Risk..., Structured Commodity...
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance and Management
University of Tulsa 1998 — 2002
B.S., Chemical Engineering
Shell Trading October 2012 - Present
Sterne Agee February 2012 - September 2012
BBVA Compass August 2008 - January 2012
ConocoPhillips August 2006 - August 2008
ConocoPhillips November 2004 - August 2006
ConocoPhillips June 2002 - November 2004
Skills
Hedging, Commodity, Financial Risk, Energy, Natural Gas, Derivatives, Risk Management, Petroleum, Fixed Income, Credit Derivatives, Oil, Crude Oil, Commodities, Fuel, Financial Management, Structured Finance, Quantitative Finance, Trade Finance, Corporate Finance, Trading, Electronic Trading, Commodity Risk..., Structured Commodity...
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance and Management
University of Tulsa 1998 — 2002
B.S., Chemical Engineering
Allen Oppici's Sterne Agee Experience October 2011 - Present
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
Tracy Bell, CFA's Sterne Agee Experience December 1999 - July 2001
Job Sr. Vice President & Portfolio Manager at Iberia Wealth Advisors
Industry Financial Services
Experience
Iberia Wealth Advisors September 2010 - Present
Regions Bank February 2008 - October 2010
AmSouth Bank March 2004 - February 2008
AmSouth Bank July 2001 - March 2004
Sterne Agee December 1999 - July 2001
Regions Bank June 1997 - December 1999
Skills
Portfolio Management, Equity Research, Asset Allocation, Investment Advisory..., Fixed Income Portfolio..., Investments, Asset Managment, Wealth Management, Financial Analysis, Equities, Investment Management, Asset Management, Bonds, Fixed Income, Mutual Funds
Education
University of Alabama 1994 — 1997
BS, Finance
Iberia Wealth Advisors September 2010 - Present
Regions Bank February 2008 - October 2010
AmSouth Bank March 2004 - February 2008
AmSouth Bank July 2001 - March 2004
Sterne Agee December 1999 - July 2001
Regions Bank June 1997 - December 1999
Skills
Portfolio Management, Equity Research, Asset Allocation, Investment Advisory..., Fixed Income Portfolio..., Investments, Asset Managment, Wealth Management, Financial Analysis, Equities, Investment Management, Asset Management, Bonds, Fixed Income, Mutual Funds
Education
University of Alabama 1994 — 1997
BS, Finance
John Dalferro's Sterne Agee Experience November 2007 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
ING/Voya Financial September 2012 - December 2014
Wells Fargo Advantage Funds June 2010 - October 2011
Broadridge Financial January 2009 - December 2010
Sterne Agee November 2007 - June 2008
Jefferies & Company August 2001 - March 2007
Putnam Investments December 1981 - April 2001
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments
Education
St. Edward's University
BA, History, English
ING/Voya Financial September 2012 - December 2014
Wells Fargo Advantage Funds June 2010 - October 2011
Broadridge Financial January 2009 - December 2010
Sterne Agee November 2007 - June 2008
Jefferies & Company August 2001 - March 2007
Putnam Investments December 1981 - April 2001
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments
Education
St. Edward's University
BA, History, English
Edward Timmons's Sterne Agee Experience May 2008 - March 2011
Job Senior Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita July 2013 - Present
Roth Capital Partners May 2011 - December 2012
Sterne Agee May 2008 - March 2011
Stifel Nicolaus January 2005 - May 2008
Skills
Valuation, Equity Valuation, Equity Research, Bloomberg, Financial Modeling, Asset Management, Equities, Investments, Series 7, FINRA, Fixed Income, Series 63, Financial Analysis, Securities, Alternative Investments, Hedge Funds, Investment Banking, Portfolio Management, Capital Markets
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
West Virginia University 1991 — 1995
B.S B.Ad., Finance
DaVita July 2013 - Present
Roth Capital Partners May 2011 - December 2012
Sterne Agee May 2008 - March 2011
Stifel Nicolaus January 2005 - May 2008
Skills
Valuation, Equity Valuation, Equity Research, Bloomberg, Financial Modeling, Asset Management, Equities, Investments, Series 7, FINRA, Fixed Income, Series 63, Financial Analysis, Securities, Alternative Investments, Hedge Funds, Investment Banking, Portfolio Management, Capital Markets
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
West Virginia University 1991 — 1995
B.S B.Ad., Finance
Charles Hoke's Sterne Agee Experience May 2012 - April 2014
Job Business Development | Social Entrepreneurship | Strategic Growth | Philanthropy | Fundraising | Impact Investing
Industry Nonprofit Organization Management
Experience
Defy Ventures May 2015 - Present
Defy Ventures April 2014 - May 2015
Sterne Agee May 2012 - April 2014
Sterne Agee June 2010 - June 2012
Sterne Agee June 2009 - August 2009
Skills
Business Development, Entrepreneurship, Social Entrepreneurship, Leadership, Business Incubation, Financial Modeling, Social Enterprise, Financial Analysis, Workforce Development, Non-profits, Social Innovation, Non-profit Consulting, Strategic Consulting, Impact Investing, Small Business, Equity Research, Trading, High Yield, Credit Analysis, Trading Strategies, Program-Related..., Fundraising, Re-Entry Programs, Fighting Injustice, Sustainability, Philanthropy, New Business Development, Prisoner Reentry..., Venture Philanthropy, Nonprofit Organizations, Business Strategy, Nonprofits, Social Capital, Development, Startups, NGOs, Lean Startup, Investments, Strategy, Venture Capital, Ex-offenders, Angel Investing, Job Placements, Foundations, Sales, Business Analysis, Donor Development, Volunteer Recruiting, Volunteer Management, Relationship Management
Education
University of Alabama, Manderson Graduate School of Business 2008 — 2010
MBA, Financial Risk
University of Alabama 2005 — 2008
B.S., Finance
Briarwood Christian High School 2001 — 2005
Defy Ventures May 2015 - Present
Defy Ventures April 2014 - May 2015
Sterne Agee May 2012 - April 2014
Sterne Agee June 2010 - June 2012
Sterne Agee June 2009 - August 2009
Skills
Business Development, Entrepreneurship, Social Entrepreneurship, Leadership, Business Incubation, Financial Modeling, Social Enterprise, Financial Analysis, Workforce Development, Non-profits, Social Innovation, Non-profit Consulting, Strategic Consulting, Impact Investing, Small Business, Equity Research, Trading, High Yield, Credit Analysis, Trading Strategies, Program-Related..., Fundraising, Re-Entry Programs, Fighting Injustice, Sustainability, Philanthropy, New Business Development, Prisoner Reentry..., Venture Philanthropy, Nonprofit Organizations, Business Strategy, Nonprofits, Social Capital, Development, Startups, NGOs, Lean Startup, Investments, Strategy, Venture Capital, Ex-offenders, Angel Investing, Job Placements, Foundations, Sales, Business Analysis, Donor Development, Volunteer Recruiting, Volunteer Management, Relationship Management
Education
University of Alabama, Manderson Graduate School of Business 2008 — 2010
MBA, Financial Risk
University of Alabama 2005 — 2008
B.S., Finance
Briarwood Christian High School 2001 — 2005
Heather Castle CFP®, ChFC®, AIF®, MBA's Sterne Agee Experience 2007 - 2008
Job VP Investments at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Horacio Barakat's Sterne Agee Experience 2009 - 2012
Job Vice President at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions 2013 - Present
Sterne Agee 2009 - 2012
Legacy Bank 2007 - 2009
Wachovia Securities (Wells Fargo Securities) 2003 - 2007
Citigroup 2000 - 2003
Skills
Capital Markets, Corporate Development, Mergers, Private Equity, Corporate Finance, Equities, Investment Banking, Strategic Planning, Business Development, Capital Raising, Valuation, Financial Services, Debt Restructuring, Financial Institutions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Broadridge Financial Solutions 2013 - Present
Sterne Agee 2009 - 2012
Legacy Bank 2007 - 2009
Wachovia Securities (Wells Fargo Securities) 2003 - 2007
Citigroup 2000 - 2003
Skills
Capital Markets, Corporate Development, Mergers, Private Equity, Corporate Finance, Equities, Investment Banking, Strategic Planning, Business Development, Capital Raising, Valuation, Financial Services, Debt Restructuring, Financial Institutions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Becky Seitel's Sterne Agee Experience 2002 - 2009
Job Marketing and Graphic Design
Industry Marketing and Advertising
Experience
Sterne Agee 2002 - 2009
Founders Trust Company 1998 - 2001
Kinescope Interactive 1996 - 1998
Compass Bank 1992 - 1996
US Steel 1989 - 1991
University of Alabama at Birmingham 1973 - 1986
Education
University of Alabama
B.S., Computer Science / Mass Communication
Sterne Agee 2002 - 2009
Founders Trust Company 1998 - 2001
Kinescope Interactive 1996 - 1998
Compass Bank 1992 - 1996
US Steel 1989 - 1991
University of Alabama at Birmingham 1973 - 1986
Education
University of Alabama
B.S., Computer Science / Mass Communication
Brian Barze's Sterne Agee Experience July 2009 - August 2012
Job CFO at P&S Transportation Inc.
Industry Financial Services
Experience
P&S Transportation Inc. October 2012 - Present
Sterne Agee July 2009 - August 2012
Sterne Agee 2009 - December 2009
Oakstone Publishing November 2004 - July 2009
Hunter Systems November 1999 - November 2004
Skills
Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Budgets
Education
University of Alabama 1986 — 1990
Bachelors - Business Administration, Accounting
Parkway West
P&S Transportation Inc. October 2012 - Present
Sterne Agee July 2009 - August 2012
Sterne Agee 2009 - December 2009
Oakstone Publishing November 2004 - July 2009
Hunter Systems November 1999 - November 2004
Skills
Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Budgets
Education
University of Alabama 1986 — 1990
Bachelors - Business Administration, Accounting
Parkway West
Michael D. Flanagan's Sterne Agee Experience October 2008 - Present
Job Managing Director at Sterne Agee & Leach, Inc
Industry Defense & Space
Experience
Sterne Agee October 2008 - Present
Fox-Pitt, Kelton June 2004 - September 2008
Neuberger Berman January 1994 - January 2004
Skills
Trading, Strategic Planning, Series 7, Equities, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Business Strategy, Equity Research, Bloomberg, Series 63
Education
Saint Lawrence University 1987 — 1991
The Hotchkiss School 1984 — 1987
Sterne Agee October 2008 - Present
Fox-Pitt, Kelton June 2004 - September 2008
Neuberger Berman January 1994 - January 2004
Skills
Trading, Strategic Planning, Series 7, Equities, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Business Strategy, Equity Research, Bloomberg, Series 63
Education
Saint Lawrence University 1987 — 1991
The Hotchkiss School 1984 — 1987
Justin Allbritten's Sterne Agee Experience August 2010 - December 2010
Job Consultant atCGI
Industry Information Technology and Services
Experience
CGI June 2011 - Present
Individual May 2009 - February 2011
Sterne Agee August 2010 - December 2010
Tuscaloosa Hyundai January 2008 - January 2010
Lowe's Home Improvement August 2009 - December 2009
Office of Information Technology, University of Alabama August 2009 - August 2009
Funntasia Family Fun Center October 2004 - May 2006
Skills
Unix, SharePoint, Informatica, Ab Initio, Oracle, Management, Process Improvement, CRM, Databases, Customer Service, Continuous Improvement, Time Management, SDLC, SQL, Visio, Microsoft SQL Server, Visual Studio, Requirements Analysis, VB.NET, Business Analysis, C#, Visual Basic, Business Process, HTML, BMC Remedy, Autosys
Education
University of Alabama 2006 — 2011
Bachelor of Science (BS), Management Information Systems, General
University of Alabama 2006 — 2011
Bachelor of Science, Business Administration; Management Information Systems
CGI June 2011 - Present
Individual May 2009 - February 2011
Sterne Agee August 2010 - December 2010
Tuscaloosa Hyundai January 2008 - January 2010
Lowe's Home Improvement August 2009 - December 2009
Office of Information Technology, University of Alabama August 2009 - August 2009
Funntasia Family Fun Center October 2004 - May 2006
Skills
Unix, SharePoint, Informatica, Ab Initio, Oracle, Management, Process Improvement, CRM, Databases, Customer Service, Continuous Improvement, Time Management, SDLC, SQL, Visio, Microsoft SQL Server, Visual Studio, Requirements Analysis, VB.NET, Business Analysis, C#, Visual Basic, Business Process, HTML, BMC Remedy, Autosys
Education
University of Alabama 2006 — 2011
Bachelor of Science (BS), Management Information Systems, General
University of Alabama 2006 — 2011
Bachelor of Science, Business Administration; Management Information Systems
Bart Elliott's Sterne Agee Experience 1993 - 1996
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. May 1996 - Present
NBC Securities, Inc. May 1996 - Present
Sterne Agee 1993 - 1996
Skills
Investments, Wealth Management, Portfolio Management, Equities, 401k, Strategic Financial..., Investment Management, Retirement Planning, Annuity Sales, Fixed Income Portfolio..., Tax Free Income, Fixed Income Strategies
Education
University of Alabama 1988 — 1993
Bachelor's Degree, Biology, General
University of Alabama 1988 — 1993
Bachelor's Degree, Accounting
NBC Securities, Inc. May 1996 - Present
NBC Securities, Inc. May 1996 - Present
Sterne Agee 1993 - 1996
Skills
Investments, Wealth Management, Portfolio Management, Equities, 401k, Strategic Financial..., Investment Management, Retirement Planning, Annuity Sales, Fixed Income Portfolio..., Tax Free Income, Fixed Income Strategies
Education
University of Alabama 1988 — 1993
Bachelor's Degree, Biology, General
University of Alabama 1988 — 1993
Bachelor's Degree, Accounting
Ryan Weiss's Sterne Agee Experience May 2007 - May 2014
Job Director of Sales DMC Group, LLC
Industry Financial Services
Experience
DMC Group, LLC October 2015 - Present
Patterson Financial Group September 2014 - September 2015
Sterne Agee May 2007 - May 2014
NBC Securities, Inc. January 2006 - September 2007
Skills
Fixed Income, Equities, Securities, Investments, Finance, Series 7, Due Diligence, Financial Analysis, Strategic Planning, Marketing, Insurance, Portfolio Management, Sales, Asset Management, Financial Modeling, Banking, Mortgage Lending, Risk Management
Education
University of Alabama 2003 — 2005
BS, Economics
University of Alabama 2003 — 2005
2005 Bachelor of Science, Commerce & Business Administration; Economics
University of Alabama 2003 — 2005
2005 Bachelor of Science, Commerce & Business Administration; Economics
DMC Group, LLC October 2015 - Present
Patterson Financial Group September 2014 - September 2015
Sterne Agee May 2007 - May 2014
NBC Securities, Inc. January 2006 - September 2007
Skills
Fixed Income, Equities, Securities, Investments, Finance, Series 7, Due Diligence, Financial Analysis, Strategic Planning, Marketing, Insurance, Portfolio Management, Sales, Asset Management, Financial Modeling, Banking, Mortgage Lending, Risk Management
Education
University of Alabama 2003 — 2005
BS, Economics
University of Alabama 2003 — 2005
2005 Bachelor of Science, Commerce & Business Administration; Economics
University of Alabama 2003 — 2005
2005 Bachelor of Science, Commerce & Business Administration; Economics
Mark A. Roberts's Sterne Agee Experience July 2006 - October 2012
Job White Dog Investments
Industry Management Consulting
Experience
VALIC June 2014 - May 2015
Principal Financial Group October 2013 - June 2014
Bankers Life and Casualty Company July 2013 - October 2013
Sterne Agee July 2006 - October 2012
Merrill Lynch April 1999 - July 2006
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The Citadel 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Citadel 1978 — 1982
BS Bus Admin
VALIC June 2014 - May 2015
Principal Financial Group October 2013 - June 2014
Bankers Life and Casualty Company July 2013 - October 2013
Sterne Agee July 2006 - October 2012
Merrill Lynch April 1999 - July 2006
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The Citadel 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Citadel 1978 — 1982
BS Bus Admin
Keith Wooten's Sterne Agee Experience June 2008 - October 2010
Job Financial Analyst at BBVA Compass
Industry Financial Services
Experience
BBVA Compass October 2010 - Present
Sterne Agee June 2008 - October 2010
G. Tech Consultants June 2007 - January 2008
Skills
Finance
Education
Troy University 2011 — 2012
Masters, Management- Leadership and Organizational Effectiveness
Troy University 2009 — 2011
Masters, MBA
University of Phoenix 2007 — 2009
Bachelor, Finance
University of Alabama at Birmingham 2000 — 2003
Bachelor, Finance
BBVA Compass October 2010 - Present
Sterne Agee June 2008 - October 2010
G. Tech Consultants June 2007 - January 2008
Skills
Finance
Education
Troy University 2011 — 2012
Masters, Management- Leadership and Organizational Effectiveness
Troy University 2009 — 2011
Masters, MBA
University of Phoenix 2007 — 2009
Bachelor, Finance
University of Alabama at Birmingham 2000 — 2003
Bachelor, Finance
Craig Bell, CFA's Sterne Agee Experience January 2006 - May 2006
Job Experienced Business/Strategic Evaluator
Industry Capital Markets
Experience
Enerecap Partners July 2010 - February 2014
Madison Williams and Company (SMH Capital) May 2006 - March 2010
Sterne Agee January 2006 - May 2006
Southwest Securities January 2004 - January 2006
Van Kampen Funds 1996 - 2003
Skills
Strategic Planning, Equity Trading, Bloomberg, Securities, Financial Modeling, Investor Relations, Financial Analysis, Equity Research, Microsoft Excel, Corporate Finance, Investment Banking, Capital Markets, DCF, Equities, Valuation, Investments, Energy, Series 63, Corporate Development, Business Valuation, Due Diligence, Equity Valuation, Portfolio Management, Series 7
Education
Texas A&M University 1993 — 1996
BBA, Finance
Enerecap Partners July 2010 - February 2014
Madison Williams and Company (SMH Capital) May 2006 - March 2010
Sterne Agee January 2006 - May 2006
Southwest Securities January 2004 - January 2006
Van Kampen Funds 1996 - 2003
Skills
Strategic Planning, Equity Trading, Bloomberg, Securities, Financial Modeling, Investor Relations, Financial Analysis, Equity Research, Microsoft Excel, Corporate Finance, Investment Banking, Capital Markets, DCF, Equities, Valuation, Investments, Energy, Series 63, Corporate Development, Business Valuation, Due Diligence, Equity Valuation, Portfolio Management, Series 7
Education
Texas A&M University 1993 — 1996
BBA, Finance
Jacquelyn Clark's Sterne Agee Experience January 1992 - August 2004
Job Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James August 2004 - Present
Sterne Agee January 1992 - August 2004
Education
University of Alabama 1983 — 1987
Bachelor’s Degree, Communication, Minor/Marketing
Raymond James August 2004 - Present
Sterne Agee January 1992 - August 2004
Education
University of Alabama 1983 — 1987
Bachelor’s Degree, Communication, Minor/Marketing
Brittany Cafiero's Sterne Agee Experience June 2010 - August 2010
Job Accountant
Industry Accounting
Experience
BDO USA, LLP AccountantTidmore, Lee & Associates, P.C. CPAsOctober 2010 - July 2013
Cahaba GBA August 2010 - October 2010
Sterne Agee June 2010 - August 2010
Lawrence, Hitt & Pugh, LLP, CPA's February 2008 - June 2010
Robert L. Burt, CPA August 2006 - November 2007
Education
University of Massachusetts Lowell 2013 — 2014
Master of Science In Accounting (MSA), Accounting, 3.74
University of Alabama 2003 — 2007
Bachelor of Science, Commerce & Business Administration; Accounting
BDO USA, LLP AccountantTidmore, Lee & Associates, P.C. CPAsOctober 2010 - July 2013
Cahaba GBA August 2010 - October 2010
Sterne Agee June 2010 - August 2010
Lawrence, Hitt & Pugh, LLP, CPA's February 2008 - June 2010
Robert L. Burt, CPA August 2006 - November 2007
Education
University of Massachusetts Lowell 2013 — 2014
Master of Science In Accounting (MSA), Accounting, 3.74
University of Alabama 2003 — 2007
Bachelor of Science, Commerce & Business Administration; Accounting
Austin Nelson's Sterne Agee Experience July 2014 - Present
Job Equity Research Analyst Sterne Agee
Industry Financial Services
Experience
Sterne Agee July 2014 - Present
RBC Capital Markets July 2011 - Present
MetLife Investors June 2009 - June 2011
Skills
Financial Modeling, Equities, Valuation, Fixed Income, Bloomberg, Capital Markets, Equity Research, Economics, Investments, Series 7, Alternative Investments, Financial Analysis
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts, International Relations
Sterne Agee July 2014 - Present
RBC Capital Markets July 2011 - Present
MetLife Investors June 2009 - June 2011
Skills
Financial Modeling, Equities, Valuation, Fixed Income, Bloomberg, Capital Markets, Equity Research, Economics, Investments, Series 7, Alternative Investments, Financial Analysis
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts, International Relations
Timothy Vardaman's Sterne Agee Experience 1996 - 2010
Job Managing Director of Operations at ProEquities, Inc.
Industry Financial Services
Experience
ProEquities, Inc. January 2015 - Present
BBVA Compass 2010 - 2014
Sterne Agee 1996 - 2010
Skills
Wealth Management, Securities, Mutual Funds, Strategic Planning, Financial Reporting, Investments, Financial Analysis, Retirement Planning, Series 7, Banking, Equities, Asset Management, Cash Management, Due Diligence, Series 63, Portfolio Management, Alternative Investments, Capital Markets, Financial Services, Fixed Income, Management, Bloomberg, Investment Advisory
Education
University of Alabama 1988 — 1992
Bachelor's Degree, Corporate Finance Investment Management
ProEquities, Inc. January 2015 - Present
BBVA Compass 2010 - 2014
Sterne Agee 1996 - 2010
Skills
Wealth Management, Securities, Mutual Funds, Strategic Planning, Financial Reporting, Investments, Financial Analysis, Retirement Planning, Series 7, Banking, Equities, Asset Management, Cash Management, Due Diligence, Series 63, Portfolio Management, Alternative Investments, Capital Markets, Financial Services, Fixed Income, Management, Bloomberg, Investment Advisory
Education
University of Alabama 1988 — 1992
Bachelor's Degree, Corporate Finance Investment Management
Adam McBride's Sterne Agee Experience October 2007 - March 2012
Job
Industry Logistics and Supply Chain
Experience
Sterne Agee October 2007 - March 2012
Colorado Custom Hardware, Inc. February 2002 - September 2007
Prudential-Bache Securities August 2000 - June 2001
PsychPartners, LLC December 1997 - June 2000
Skills
Series 7, series 55, Series 63, Series 65, Chartered Market..., Investment Advisory, Equities, FINRA, Investment Strategies, Hedge Funds, Securities, Options, Alternative Investments, Bonds, Fixed Income, Capital Markets, Mutual Funds, Asset Allocation
Education
University of Wyoming 2005 — 2007
MBA
University of Alabama 1992 — 1997
BBA
Sterne Agee October 2007 - March 2012
Colorado Custom Hardware, Inc. February 2002 - September 2007
Prudential-Bache Securities August 2000 - June 2001
PsychPartners, LLC December 1997 - June 2000
Skills
Series 7, series 55, Series 63, Series 65, Chartered Market..., Investment Advisory, Equities, FINRA, Investment Strategies, Hedge Funds, Securities, Options, Alternative Investments, Bonds, Fixed Income, Capital Markets, Mutual Funds, Asset Allocation
Education
University of Wyoming 2005 — 2007
MBA
University of Alabama 1992 — 1997
BBA
Elliot Wilson's Sterne Agee Experience July 2011 - July 2011
Job Sales Representative at CignaHealthSpring
Industry Hospital & Health Care
Experience
Cigna-HealthSpring September 2013 - Present
HealthSpring May 2012 - April 2013
Sterne Agee July 2011 - July 2011
Sterne Agee May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Access, Public Speaking, Social Media, Leadership, Visio, Networking, Windows, Outlook, Data Analysis, Project Management, Event Planning, Strategic Planning, Research
Education
University of Alabama 2008 — 2012
Bachelor of Science, Commerce and Business Administration; Finance; Professional Sales
University of Alabama 2008 — 2012
Bachelor of Science (B.S.), Finance
Cigna-HealthSpring September 2013 - Present
HealthSpring May 2012 - April 2013
Sterne Agee July 2011 - July 2011
Sterne Agee May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Access, Public Speaking, Social Media, Leadership, Visio, Networking, Windows, Outlook, Data Analysis, Project Management, Event Planning, Strategic Planning, Research
Education
University of Alabama 2008 — 2012
Bachelor of Science, Commerce and Business Administration; Finance; Professional Sales
University of Alabama 2008 — 2012
Bachelor of Science (B.S.), Finance
Ann Reddy's Sterne Agee Experience January 1986 - September 1995
Job Sales Assistant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. September 1995 - Present
Sterne Agee January 1986 - September 1995
Skills
Customer Service, Series 7, Microsoft Office, Risk Management, Financial Analysis, Sales, Outlook, Credit, Salesforce.com, Banking, Microsoft Excel, Insurance, Series 63, Budgets, Mutual Funds, Investments
Education
University of Alabama
NBC Securities, Inc. September 1995 - Present
Sterne Agee January 1986 - September 1995
Skills
Customer Service, Series 7, Microsoft Office, Risk Management, Financial Analysis, Sales, Outlook, Credit, Salesforce.com, Banking, Microsoft Excel, Insurance, Series 63, Budgets, Mutual Funds, Investments
Education
University of Alabama
Luke Shagets's Sterne Agee Experience August 2007 - December 2014
Job Owner & President at Billor Machine Tool Service
Industry Machinery
Experience
Billor Machine Tool Service February 2015 - Present
Sterne Agee August 2007 - December 2014
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Securities, Alternative Investments, Equities, Fixed Income, Portfolio Management, Bloomberg, Trading
Education
Southern Methodist University 2000 — 2004
BBA, Finance
Billor Machine Tool Service February 2015 - Present
Sterne Agee August 2007 - December 2014
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Securities, Alternative Investments, Equities, Fixed Income, Portfolio Management, Bloomberg, Trading
Education
Southern Methodist University 2000 — 2004
BBA, Finance
Edward Eubanks's Sterne Agee Experience February 2014 - Present
Job Broker Dealer & Structured Products Team Lead at Sterne Agee
Industry Banking
Experience
Sterne Agee February 2014 - Present
Sterne Agee May 2012 - February 2014
Wells Fargo September 2011 - May 2012
Aramark Corporation October 2010 - May 2011
ARAMARK Ireland May 2010 - July 2010
Totalcom May 2009 - August 2009
Education
University of Alabama 2007 — 2011
Bachelor of Science, Finance with Investments specialization
Sterne Agee February 2014 - Present
Sterne Agee May 2012 - February 2014
Wells Fargo September 2011 - May 2012
Aramark Corporation October 2010 - May 2011
ARAMARK Ireland May 2010 - July 2010
Totalcom May 2009 - August 2009
Education
University of Alabama 2007 — 2011
Bachelor of Science, Finance with Investments specialization
Johnny H. Garrison III CFA's Sterne Agee Experience 1996 - 2001
Job Vice President at Tradeweb
Industry Capital Markets
Experience
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Betsy Lucas's Sterne Agee Experience August 2012 - Present
Job Sterne Agee and Leach
Industry Financial Services
Experience
Sterne Agee August 2012 - Present
Goldman Sachs June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Stark Investments June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
St. Lawrence University 2008 — 2012
Sterne Agee August 2012 - Present
Goldman Sachs June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Stark Investments June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
St. Lawrence University 2008 — 2012
Chase Nickerson's Sterne Agee Experience February 2014 - July 2015
Job Analyst, High Yield Research at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Sterne Agee February 2014 - July 2015
Cadence Bank, N.A. September 2013 - December 2013
Skills
Investment Management, Equity Research, Financial Statement..., Value Investing, Distressed Debt, Equities
Education
University of Alabama 2011 — 2013
Bachelor of Science in Commerce and Business Administration, Finance and Economics
Stifel Financial Corp. August 2015 - Present
Sterne Agee February 2014 - July 2015
Cadence Bank, N.A. September 2013 - December 2013
Skills
Investment Management, Equity Research, Financial Statement..., Value Investing, Distressed Debt, Equities
Education
University of Alabama 2011 — 2013
Bachelor of Science in Commerce and Business Administration, Finance and Economics
Goodson Caroline's Sterne Agee Experience 2011 - 2012
Job at Sterne Agee
Industry
Experience
sterne agee 2011 - 2012
Education
Southern Methodist University
sterne agee 2011 - 2012
Education
Southern Methodist University
Michael T. Vescera's Sterne Agee Experience July 2010 - June 2012
Job Credit, Sales & Finance
Industry Financial Services
Experience
Condor Capital Corporation July 2010 - Present
Sterne Agee July 2010 - June 2012
Home Properties February 2008 - July 2010
TMT-Excel Communications Inc. December 2002 - October 2007
Skills
Series 7, Series 63, Real Estate License, Consumer Credit Analysis, Notary Public
Education
Stony Brook University 2003 — 2007
BS, Business Administration and Management, General
Condor Capital Corporation July 2010 - Present
Sterne Agee July 2010 - June 2012
Home Properties February 2008 - July 2010
TMT-Excel Communications Inc. December 2002 - October 2007
Skills
Series 7, Series 63, Real Estate License, Consumer Credit Analysis, Notary Public
Education
Stony Brook University 2003 — 2007
BS, Business Administration and Management, General
Robert Ashurst's Sterne Agee Experience 2009 - 2013
Job Entrepreneur
Industry Financial Services
Experience
Sterne Agee 2009 - 2013
Gear Properties, Inc. 2001 - 2008
KPMG US 1998 - 2000
Porter Keadle Moore 1996 - 1998
Dudley, Hopton-Jones, Sims and Freeman, LLP 1995 - 1996
Skills
Real Estate Transactions, Finance, Operations Management, Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Asset Management, Portfolio Management, Securities, Due Diligence, Equities, Valuation, Corporate Finance, Restructuring, Business Planning, Strategy
Education
University of Alabama 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Sterne Agee 2009 - 2013
Gear Properties, Inc. 2001 - 2008
KPMG US 1998 - 2000
Porter Keadle Moore 1996 - 1998
Dudley, Hopton-Jones, Sims and Freeman, LLP 1995 - 1996
Skills
Real Estate Transactions, Finance, Operations Management, Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Asset Management, Portfolio Management, Securities, Due Diligence, Equities, Valuation, Corporate Finance, Restructuring, Business Planning, Strategy
Education
University of Alabama 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY