Sterne Agee
Industry: Company
DescriptionFounded: 1901 Parent organization: Stifel Subsidiaries: W R P Investments Inc, Sterne Agee UK LLP,
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Sterne Agee Employees
Employee
Years
Job
Industry
Alex Jin Alex Jin's Sterne Agee Experience January 2007 - February 2008
Job Investment Banking Vice President at Maxim Group
Industry Investment Banking
Experience
Maxim Group June 2012 - Present
Global Hunter Securities February 2008 - June 2012
Sterne Agee January 2007 - February 2008
RedChip Companies January 2006 - January 2007
Skills
Corporate Finance, Strategic Planning, Capital Markets, Investment Banking, Financial Modeling, DCF, IPO, Valuation, LBO, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2004 — 2006
MBA, Finance
Maxim Group June 2012 - Present
Global Hunter Securities February 2008 - June 2012
Sterne Agee January 2007 - February 2008
RedChip Companies January 2006 - January 2007
Skills
Corporate Finance, Strategic Planning, Capital Markets, Investment Banking, Financial Modeling, DCF, IPO, Valuation, LBO, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2004 — 2006
MBA, Finance
Henry Wagner Henry Wagner's Sterne Agee Experience February 2011 - May 2012
Job VP, Municipal Trading at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2012 - Present
Sterne Agee February 2011 - May 2012
Nollenberger Capital Partners June 2009 - January 2011
Morgan Stanley 2008 - December 2009
Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BA, Finance
Piper Jaffray May 2012 - Present
Sterne Agee February 2011 - May 2012
Nollenberger Capital Partners June 2009 - January 2011
Morgan Stanley 2008 - December 2009
Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BA, Finance
Frank Falkenburg Frank Falkenburg's Sterne Agee Experience 1980 - 1995
Job Managing Director at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. September 1995 - Present
Sterne Agee 1980 - 1995
A.G. Edwards & Sons, Inc. 1969 - 1980
Andresen & Co. 1964 - 1969
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Cash Flow Forecasting, Tax Efficiency, Asset Allocation, Alternative Investments, College Education..., Multi-generational..., Asset Protection, Risk Management, Trust Management, Charitable Gift Planning, Investments, Series 7
Education
University of Miami 1938 — 1942
BA, Finance
NBC Securities, Inc. September 1995 - Present
Sterne Agee 1980 - 1995
A.G. Edwards & Sons, Inc. 1969 - 1980
Andresen & Co. 1964 - 1969
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Cash Flow Forecasting, Tax Efficiency, Asset Allocation, Alternative Investments, College Education..., Multi-generational..., Asset Protection, Risk Management, Trust Management, Charitable Gift Planning, Investments, Series 7
Education
University of Miami 1938 — 1942
BA, Finance
Curtis Thompson Curtis Thompson's Sterne Agee Experience February 2006 - June 2012
Job Managing Director at PL Capital Group
Industry Financial Services
Experience
PL Capital Group July 2012 - Present
Sterne Agee February 2006 - June 2012
Moors & Cabot March 2002 - February 2006
Tucker Anthony/Cleary Gull April 1997 - February 2002
Rodman & Renshaw February 1994 - April 1997
Oppenheimer & Co. 1993 - 1994
Skills
Equities, Hedge Funds, Investments, Capital Markets, Series 7, Portfolio Management, Alternative Investments, Asset Management, Valuation, Equity Research, Financial Modeling, Fixed Income, Private Equity, Investment Banking, Securities, Series 63, Financial Analysis, Mutual Funds, Bloomberg, Trading
Education
University of Iowa
BBA, Finance - Economics Minor
PL Capital Group July 2012 - Present
Sterne Agee February 2006 - June 2012
Moors & Cabot March 2002 - February 2006
Tucker Anthony/Cleary Gull April 1997 - February 2002
Rodman & Renshaw February 1994 - April 1997
Oppenheimer & Co. 1993 - 1994
Skills
Equities, Hedge Funds, Investments, Capital Markets, Series 7, Portfolio Management, Alternative Investments, Asset Management, Valuation, Equity Research, Financial Modeling, Fixed Income, Private Equity, Investment Banking, Securities, Series 63, Financial Analysis, Mutual Funds, Bloomberg, Trading
Education
University of Iowa
BBA, Finance - Economics Minor
Eric Mendelsohn Eric Mendelsohn's Sterne Agee Experience September 2013 - February 2015
Job Corporate Account Executive at Demandbase
Industry Information Technology and Services
Experience
Demandbase February 2015 - Present
Sterne Agee September 2013 - February 2015
JMP Securities October 2011 - September 2013
Gleacher & Company August 2009 - September 2011
Cowen and Company August 2005 - August 2009
Skills
Account Based Marketing, B2B Marketing, Marketing Strategy, B2B, SaaS, Sales, B2B Marketing Strategy, Software, Enterprise Software, Customer Service, Software Project..., Equity Research, Equities, Hedge Funds, Trading Systems, Series 7, Valuation, Investment Banking, Bloomberg, Capital Markets, Series 63, Financial Modeling, Portfolio Management, Investment Management, Securities, Investments
Education
University of Michigan 2001 — 2005
BA, Economics
Demandbase February 2015 - Present
Sterne Agee September 2013 - February 2015
JMP Securities October 2011 - September 2013
Gleacher & Company August 2009 - September 2011
Cowen and Company August 2005 - August 2009
Skills
Account Based Marketing, B2B Marketing, Marketing Strategy, B2B, SaaS, Sales, B2B Marketing Strategy, Software, Enterprise Software, Customer Service, Software Project..., Equity Research, Equities, Hedge Funds, Trading Systems, Series 7, Valuation, Investment Banking, Bloomberg, Capital Markets, Series 63, Financial Modeling, Portfolio Management, Investment Management, Securities, Investments
Education
University of Michigan 2001 — 2005
BA, Economics
Henry (Hank) Wagner Henry (Hank) Wagner's Sterne Agee Experience November 2005 - April 2011
Job Senior Vice President Wealth Management / Senior Portfolio Manager
Industry Financial Services
Experience
UBS April 2011 - Present
Sterne Agee November 2005 - April 2011
Morgan Stanley September 1979 - November 2005
Education
University of California, Berkeley 1974 — 1978
AB, Political Economics
UBS April 2011 - Present
Sterne Agee November 2005 - April 2011
Morgan Stanley September 1979 - November 2005
Education
University of California, Berkeley 1974 — 1978
AB, Political Economics
Jeremy Fare Jeremy Fare's Sterne Agee Experience October 2010 - July 2012
Job Vice President | Private Client Advisor JPMorgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
Lindsey H. Coxwell, CPA Lindsey H. Coxwell, CPA's Sterne Agee Experience April 2007 - May 2008
Job Plant Controller at GeorgiaPacific LLC
Industry Building Materials
Experience
Georgia-Pacific LLC July 2015 - Present
Protective Life March 2014 - July 2015
Protective Life May 2012 - February 2014
Highland Capital Brokerage Inc. June 2009 - May 2012
Highland Capital Brokerage Inc. June 2008 - June 2009
Sterne Agee April 2007 - May 2008
Sterne Agee May 2005 - March 2007
ITT Technical Institute May 2004 - May 2005
Skills
Financial Analysis, Accounting, Expense Budget..., Budgets, General Ledger, Financial Statements, Financial Reporting, Accounts Payable, Insurance, Microsoft Excel, Smartstream, Microsoft Office, Lawson, Finance, Unit Costing, Microsoft Dynamics, Cost Accounting, Account Reconciliation, Accruals, Accounts Receivable, Cognos, Analysis, Cost Projections, Variance Analysis, Internal Controls, Budgeting
Education
University of Alabama at Birmingham 2011 — 2013
Masters, Accounting - Internal Audit Concentration
University of Alabama at Birmingham 1999 — 2003
BS, Communication Studies
Georgia-Pacific LLC July 2015 - Present
Protective Life March 2014 - July 2015
Protective Life May 2012 - February 2014
Highland Capital Brokerage Inc. June 2009 - May 2012
Highland Capital Brokerage Inc. June 2008 - June 2009
Sterne Agee April 2007 - May 2008
Sterne Agee May 2005 - March 2007
ITT Technical Institute May 2004 - May 2005
Skills
Financial Analysis, Accounting, Expense Budget..., Budgets, General Ledger, Financial Statements, Financial Reporting, Accounts Payable, Insurance, Microsoft Excel, Smartstream, Microsoft Office, Lawson, Finance, Unit Costing, Microsoft Dynamics, Cost Accounting, Account Reconciliation, Accruals, Accounts Receivable, Cognos, Analysis, Cost Projections, Variance Analysis, Internal Controls, Budgeting
Education
University of Alabama at Birmingham 2011 — 2013
Masters, Accounting - Internal Audit Concentration
University of Alabama at Birmingham 1999 — 2003
BS, Communication Studies
Marilyn Wainwright's Sterne Agee Experience May 2009 - February 2013
Job Partner at Wainwright Laventis
Industry Financial Services
Experience
Wainwright Laventis March 2013 - Present
Sterne Agee May 2009 - February 2013
Skills
Retirement Planning, Investment Management, Estate Planning, Risk Management, Education Planning, Business Succession, Charitable Giving, Financial Planning, Securities, 401k, Wealth Management
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Wainwright Laventis March 2013 - Present
Sterne Agee May 2009 - February 2013
Skills
Retirement Planning, Investment Management, Estate Planning, Risk Management, Education Planning, Business Succession, Charitable Giving, Financial Planning, Securities, 401k, Wealth Management
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Richard Prati's Sterne Agee Experience December 2010 - January 2012
Job CEO of Life Care Medical Devices (LCMD)
Industry Medical Devices
Experience
Life Care Medical Devices Limited November 2013 - Present
PVG Asset Management Corp. October 2013 - Present
Centennial Brands January 2015 - Present
Prati Management February 2012 - Present
Sterne Agee December 2010 - January 2012
Broadpoint Gleacher October 2008 - October 2010
American Technology Research, Inc. 2002 - 2008
SoundView Technology Group June 1996 - February 2002
SBC Warburg June 1994 - June 1996
Dean Witter Reynolds Inc. June 1993 - June 1994
Skills
Equities, Investments, Strategic Planning, Hedge Funds, Valuation, Equity Research, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Portfolio Management, Management, Financial Analysis, Research, Fixed Income, Venture Capital, Public Relations, Series 7, Bloomberg, Alternative Investments, Trading, Strategy, Public Speaking, Medical Devices, Medical Terminology, Entrepreneurship..., Creative..., Public Policy, Turnaround Strategy, Turn Around Management, Turnaround Experience, Microsoft Office
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
Vanderbilt University 1985 — 1989
BS, Economics
Life Care Medical Devices Limited November 2013 - Present
PVG Asset Management Corp. October 2013 - Present
Centennial Brands January 2015 - Present
Prati Management February 2012 - Present
Sterne Agee December 2010 - January 2012
Broadpoint Gleacher October 2008 - October 2010
American Technology Research, Inc. 2002 - 2008
SoundView Technology Group June 1996 - February 2002
SBC Warburg June 1994 - June 1996
Dean Witter Reynolds Inc. June 1993 - June 1994
Skills
Equities, Investments, Strategic Planning, Hedge Funds, Valuation, Equity Research, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Portfolio Management, Management, Financial Analysis, Research, Fixed Income, Venture Capital, Public Relations, Series 7, Bloomberg, Alternative Investments, Trading, Strategy, Public Speaking, Medical Devices, Medical Terminology, Entrepreneurship..., Creative..., Public Policy, Turnaround Strategy, Turn Around Management, Turnaround Experience, Microsoft Office
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance
Vanderbilt University 1985 — 1989
BS, Economics
Chase Roberts's Sterne Agee Experience 2012 - 2012
Job Manager, Service Provider Channel Sales at Box
Industry Information Technology and Services
Experience
Box April 2014 - Present
Box February 2013 - April 2014
Sterne Agee 2012 - 2012
Neuberger Berman 2011 - 2012
Peregrine Investments December 2010 - January 2011
CrowdFlower June 2010 - August 2010
Center for the Creation of Economic Wealth January 2010 - May 2010
Center for Entrepreneurial Studies August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Bloomberg, Hedge Funds, Fixed Income, Valuation, Equities, Investments, Wealth Management, Risk Management, Venture Capital, Start-ups
Education
University of Oklahoma 2006 — 2011
Finance, Entrepreneurship & Venture Management, Economics, Spanish
Bartlesville High School
Box April 2014 - Present
Box February 2013 - April 2014
Sterne Agee 2012 - 2012
Neuberger Berman 2011 - 2012
Peregrine Investments December 2010 - January 2011
CrowdFlower June 2010 - August 2010
Center for the Creation of Economic Wealth January 2010 - May 2010
Center for Entrepreneurial Studies August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Bloomberg, Hedge Funds, Fixed Income, Valuation, Equities, Investments, Wealth Management, Risk Management, Venture Capital, Start-ups
Education
University of Oklahoma 2006 — 2011
Finance, Entrepreneurship & Venture Management, Economics, Spanish
Bartlesville High School
Sarah Vanderhill's Sterne Agee Experience August 2013 - November 2014
Job National Sales Credit Union Business Manager
Industry Banking
Experience
American Financial Resources December 2014 - Present
Sterne Agee August 2013 - November 2014
CU Members Mortgage April 2005 - July 2013
Waterford Mortgage Company July 2001 - March 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Marketing, Microsoft Excel, Microsoft Office, Credit Unions, Relationship Management, Cross Selling, VA loans, USDA, Loan Origination, Sales Management, Credit, Underwriting, Banking, Credit Analysis, Refinance, VA Loans
Education
John F. Kennedy High School 1991 — 1995
University of Northern Colorado
American Financial Resources December 2014 - Present
Sterne Agee August 2013 - November 2014
CU Members Mortgage April 2005 - July 2013
Waterford Mortgage Company July 2001 - March 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Marketing, Microsoft Excel, Microsoft Office, Credit Unions, Relationship Management, Cross Selling, VA loans, USDA, Loan Origination, Sales Management, Credit, Underwriting, Banking, Credit Analysis, Refinance, VA Loans
Education
John F. Kennedy High School 1991 — 1995
University of Northern Colorado
LaBron Mathews LaBron Mathews's Sterne Agee Experience November 2013 - March 2015
Job Marketing Professional for 20+ years, specializing in marketing technology (CMS, ESP, MAT)
Industry Financial Services
Experience
Sterne Agee November 2013 - March 2015
Bradley Arant Boult Cummings LLP September 2008 - May 2013
Axcan Pharma October 2005 - June 2008
Johnston Barton Proctor & Rose LLP June 2000 - January 2005
Bonaventure Capital October 1998 - June 2000
Southeastern Sign Company February 1995 - October 1998
Skills
Web Design, Web Content Management, Website Management, Website Development, Web Project Management, Marketing Communications, Content Strategy, Adobe Creative Suite, Email Marketing, Social Media Marketing, Leadership, Strategy, Website Redesign, HTML, Software Documentation, SEO, Web Analytics, Google Analytics, Corporate Websites, Vendor Management, Multimedia, Trade Show Signage, Illustrator, Photoshop, InDesign, Graphic Design, Newsletter Design, Newsletters, CRM, LinkedIn, Facebook, Twitter, Social Networking, Marketing, Legal Marketing, Online Marketing, Direct Marketing, Public Relations, Media Relations, Press Releases, Copywriting, Microsoft Office 8.1, Microsoft Office 2007, QuarkXPress, Microsoft Office
Education
University of Alabama at Birmingham 1986 — 1991
Bachelor of Arts (B.A.), Theatre, Costume Design
Sterne Agee November 2013 - March 2015
Bradley Arant Boult Cummings LLP September 2008 - May 2013
Axcan Pharma October 2005 - June 2008
Johnston Barton Proctor & Rose LLP June 2000 - January 2005
Bonaventure Capital October 1998 - June 2000
Southeastern Sign Company February 1995 - October 1998
Skills
Web Design, Web Content Management, Website Management, Website Development, Web Project Management, Marketing Communications, Content Strategy, Adobe Creative Suite, Email Marketing, Social Media Marketing, Leadership, Strategy, Website Redesign, HTML, Software Documentation, SEO, Web Analytics, Google Analytics, Corporate Websites, Vendor Management, Multimedia, Trade Show Signage, Illustrator, Photoshop, InDesign, Graphic Design, Newsletter Design, Newsletters, CRM, LinkedIn, Facebook, Twitter, Social Networking, Marketing, Legal Marketing, Online Marketing, Direct Marketing, Public Relations, Media Relations, Press Releases, Copywriting, Microsoft Office 8.1, Microsoft Office 2007, QuarkXPress, Microsoft Office
Education
University of Alabama at Birmingham 1986 — 1991
Bachelor of Arts (B.A.), Theatre, Costume Design
Jeffrey Beary Jeffrey Beary's Sterne Agee Experience 2007 - 2010
Job ValueWorks LLC / Regional Vice President
Industry Investment Management
Experience
ValueWorks LLC 2011 - Present
Sterne Agee 2007 - 2010
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2000 - 2007
RBC Wealth Management 1993 - 2000
RBC Wealth Management 1993 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Retirement Planning, Economics, Statistics, Due Diligence, Management Due Diligence, Manager Research
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Statistics
ValueWorks LLC 2011 - Present
Sterne Agee 2007 - 2010
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2000 - 2007
RBC Wealth Management 1993 - 2000
RBC Wealth Management 1993 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Retirement Planning, Economics, Statistics, Due Diligence, Management Due Diligence, Manager Research
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Statistics
Steven Denny, CFA Steven Denny, CFA's Sterne Agee Experience July 2006 - January 2007
Job Vice President, Portfolio Management at Mizuho Bank
Industry Investment Management
Experience
Mizuho Bank October 2012 - Present
Protective Life August 2010 - June 2012
Protective Life January 2007 - August 2010
Sterne Agee July 2006 - January 2007
Sterne Agee July 2005 - July 2006
Skills
Options, Trading, Bloomberg, Financial Modeling, Portfolio Management, Swaps, Investments, Credit Derivatives, Fundamental Analysis, Electronic Trading, CDS, Capital IQ, Relative Value, Credit Analysis, Murex, Advanced Excel/VBA, MarketAxess, TradeWeb, Trade Execution, ISDA/CSA Negotiation, Variable Annuity Hedging, Interest Rate..., Equity Derivatives, Futures, Swaptions, Variance Swaps, Borland C++
Education
University of Alabama, Manderson Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Financial Engineering
Vanderbilt University 1999 — 2003
B.S., Computer Science, Mathematics
Mizuho Bank October 2012 - Present
Protective Life August 2010 - June 2012
Protective Life January 2007 - August 2010
Sterne Agee July 2006 - January 2007
Sterne Agee July 2005 - July 2006
Skills
Options, Trading, Bloomberg, Financial Modeling, Portfolio Management, Swaps, Investments, Credit Derivatives, Fundamental Analysis, Electronic Trading, CDS, Capital IQ, Relative Value, Credit Analysis, Murex, Advanced Excel/VBA, MarketAxess, TradeWeb, Trade Execution, ISDA/CSA Negotiation, Variable Annuity Hedging, Interest Rate..., Equity Derivatives, Futures, Swaptions, Variance Swaps, Borland C++
Education
University of Alabama, Manderson Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Financial Engineering
Vanderbilt University 1999 — 2003
B.S., Computer Science, Mathematics
Blaine Hurt Blaine Hurt's Sterne Agee Experience May 2014 - February 2015
Job Software Engineer at Daxko
Industry Computer Software
Experience
Daxko February 2015 - Present
Sterne Agee May 2014 - February 2015
EBSCO March 2012 - May 2014
Black Creek Integrated Systems Corporation February 2008 - March 2012
OnlineScienceMall August 2005 - April 2008
UAB CIS Continuing Education November 2005 - July 2006
Skills
Software Development, SQL, Microsoft SQL Server, ASP.NET, Java, C#, .NET, Web Development, JavaScript, HTML, jQuery, AJAX, Visual Studio, VB.NET, ASP.NET MVC, Databases, T-SQL, CSS, ActionScript, Android Development, SDLC, Programming, Web Services, Web Applications, LINQ, Visual Basic, TFS, Unit Testing, Automated Software..., Watir, Ruby, Git
Education
University of Alabama at Birmingham 2004 — 2007
BS, Computer Science
Daxko February 2015 - Present
Sterne Agee May 2014 - February 2015
EBSCO March 2012 - May 2014
Black Creek Integrated Systems Corporation February 2008 - March 2012
OnlineScienceMall August 2005 - April 2008
UAB CIS Continuing Education November 2005 - July 2006
Skills
Software Development, SQL, Microsoft SQL Server, ASP.NET, Java, C#, .NET, Web Development, JavaScript, HTML, jQuery, AJAX, Visual Studio, VB.NET, ASP.NET MVC, Databases, T-SQL, CSS, ActionScript, Android Development, SDLC, Programming, Web Services, Web Applications, LINQ, Visual Basic, TFS, Unit Testing, Automated Software..., Watir, Ruby, Git
Education
University of Alabama at Birmingham 2004 — 2007
BS, Computer Science
Declan O'Beirne Declan O'Beirne's Sterne Agee Experience 1995 - 2005
Job Senior Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
Nicholas Gubitosi's Sterne Agee Experience October 2014 - April 2015
Job Institutional Equity Sales at Sterne Agee CRT
Industry Financial Services
Experience
Sterne Agee CRT April 2015 - Present
Sterne Agee October 2014 - April 2015
Sterne Agee October 2013 - October 2014
O'Neil and Associates 2012 - 2012
J.P. Morgan May 2010 - September 2010
Skills
Microsoft Office, E-Trade Competent, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Sales, Entrepreneurship, Equities, Trading, Outlook
Education
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Cold Spring Harbor High School 2005 — 2009
Advanced Regents Diploma
Sterne Agee CRT April 2015 - Present
Sterne Agee October 2014 - April 2015
Sterne Agee October 2013 - October 2014
O'Neil and Associates 2012 - 2012
J.P. Morgan May 2010 - September 2010
Skills
Microsoft Office, E-Trade Competent, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Sales, Entrepreneurship, Equities, Trading, Outlook
Education
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Cold Spring Harbor High School 2005 — 2009
Advanced Regents Diploma
Harold Wainwright's Sterne Agee Experience May 2009 - February 2013
Job Partner at Wainwright Laventis
Industry Financial Services
Experience
Wainwright Laventis March 2013 - Present
Sterne Agee May 2009 - February 2013
Skills
Securities, Retirement Planning, Wealth Management, Estate Planning, Risk Management, Investment Management, College Education..., Charitable Gift Planning, Succession Planning, Financial Planning
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Saint Xavier High School 2001 — 2005
High School
Wainwright Laventis March 2013 - Present
Sterne Agee May 2009 - February 2013
Skills
Securities, Retirement Planning, Wealth Management, Estate Planning, Risk Management, Investment Management, College Education..., Charitable Gift Planning, Succession Planning, Financial Planning
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Saint Xavier High School 2001 — 2005
High School
Chris Packhem Chris Packhem's Sterne Agee Experience May 2008 - August 2009
Job Lead Financial Analyst at Tufts Medical Center
Industry Hospital & Health Care
Experience
Tufts Medical Center March 2015 - Present
Tufts Medical Center March 2013 - March 2015
Tufts Medical Center March 2012 - March 2013
Innovation and Information Consultants, Inc August 2010 - March 2012
Sterne Agee May 2008 - August 2009
Lighthouse Painting May 2004 - August 2007
Skills
Economics, Analysis, Research, Microsoft Office, Excel, Statistics, Access, Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling
Education
University of Rochester 2006 — 2010
Bachelor of Arts (B.A.), Economics
Tufts Medical Center March 2015 - Present
Tufts Medical Center March 2013 - March 2015
Tufts Medical Center March 2012 - March 2013
Innovation and Information Consultants, Inc August 2010 - March 2012
Sterne Agee May 2008 - August 2009
Lighthouse Painting May 2004 - August 2007
Skills
Economics, Analysis, Research, Microsoft Office, Excel, Statistics, Access, Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling
Education
University of Rochester 2006 — 2010
Bachelor of Arts (B.A.), Economics
William Karangelen William Karangelen's Sterne Agee Experience 2011 - 2012
Job Sales & Business Development; Asset & Investment Management; Capital Raising; Financial Technology (FinTech)
Industry Investment Management
Experience
Azalea Inn I, Inc. 2012 - Present
U.S. Trust 2012 - 2014
Sterne Agee 2011 - 2012
Credit Suisse 2009 - 2011
Deutsche Bank 2006 - 2009
Skills
Sales, Institutional Sales, New Business Development, Business Development, Investor Relations, Marketing, Private Equity, Private Equity Firms, Hedge Funds, Equities, Cold Calling, Series 7, Uniform Combined State..., Bloomberg, Bloomberg Terminal, Fixed Income, Series 66, Portfolio Management, Alternative Investments, Securities, Finance, Financial Modeling, Management, Valuation, Financial Analysis, Trading, Financial Services, Capital Markets, Equity Research, Investment Banking, Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Asset Management, Due Diligence, Mutual Funds, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of Richmond School of Law 2002 — 2005
JD
The College of William and Mary 1997 — 2001
BA, Government, German
Azalea Inn I, Inc. 2012 - Present
U.S. Trust 2012 - 2014
Sterne Agee 2011 - 2012
Credit Suisse 2009 - 2011
Deutsche Bank 2006 - 2009
Skills
Sales, Institutional Sales, New Business Development, Business Development, Investor Relations, Marketing, Private Equity, Private Equity Firms, Hedge Funds, Equities, Cold Calling, Series 7, Uniform Combined State..., Bloomberg, Bloomberg Terminal, Fixed Income, Series 66, Portfolio Management, Alternative Investments, Securities, Finance, Financial Modeling, Management, Valuation, Financial Analysis, Trading, Financial Services, Capital Markets, Equity Research, Investment Banking, Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Asset Management, Due Diligence, Mutual Funds, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of Richmond School of Law 2002 — 2005
JD
The College of William and Mary 1997 — 2001
BA, Government, German
Brian Ubell Brian Ubell's Sterne Agee Experience 2003 - 2005
Job Veteran Financial Services Professional Municipal Sector
Industry Financial Services
Experience
Robert W. Baird & Co. August 2009 - July 2014
Wachovia/Wells Fargo February 2005 - July 2009
Sterne Agee 2003 - 2005
Bank of America 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts with Highest Honors, Economics
Robert W. Baird & Co. August 2009 - July 2014
Wachovia/Wells Fargo February 2005 - July 2009
Sterne Agee 2003 - 2005
Bank of America 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts with Highest Honors, Economics
Al Smith's Sterne Agee Experience March 2003 - April 2006
Job Managing Partner Vision Wealth Management
Industry Financial Services
Experience
Vision Wealth Management April 2006 - Present
GunnAllen Financial April 2006 - March 2008
Sterne Agee March 2003 - April 2006
Stephens Investment Bankers January 2000 - March 2003
Skills
Retirement Planning, Retirement Plans, Retirement Plan..., Retirement Solutions, 401k Rollovers, 401k, Wealth Management, Investment Advisory, Business Management, Business Strategy, Business Analysis, Private Equity, Private Placements, Investment Banking, Mezzanine, Institutional Investors, Institutional Clients, Financial Services, Equities, Investments, Securities, Series 7, Hedge Funds, Venture Capital, Finance, Banking, Fixed Income, Asset Management, Retirement
Education
University of Kentucky 1987 — 1992
BA, Economics
Vision Wealth Management April 2006 - Present
GunnAllen Financial April 2006 - March 2008
Sterne Agee March 2003 - April 2006
Stephens Investment Bankers January 2000 - March 2003
Skills
Retirement Planning, Retirement Plans, Retirement Plan..., Retirement Solutions, 401k Rollovers, 401k, Wealth Management, Investment Advisory, Business Management, Business Strategy, Business Analysis, Private Equity, Private Placements, Investment Banking, Mezzanine, Institutional Investors, Institutional Clients, Financial Services, Equities, Investments, Securities, Series 7, Hedge Funds, Venture Capital, Finance, Banking, Fixed Income, Asset Management, Retirement
Education
University of Kentucky 1987 — 1992
BA, Economics
Ben Helsby's Sterne Agee Experience June 2009 - August 2009
Job Senior Investment Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson March 2013 - Present
Towers Watson August 2011 - March 2013
Gardnyr Michael Capital May 2010 - June 2010
Sterne Agee June 2009 - August 2009
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science, Finance
CFA Institute
Towers Watson March 2013 - Present
Towers Watson August 2011 - March 2013
Gardnyr Michael Capital May 2010 - June 2010
Sterne Agee June 2009 - August 2009
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science, Finance
CFA Institute
Alison Strassle Todd's Sterne Agee Experience January 2012 - December 2012
Job Managing Director, Corporate Access at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group December 2012 - March 2014
Sterne Agee January 2012 - December 2012
Jefferies & Company 2010 - August 2011
Jefferies & Company 2009 - 2010
Jefferies & Company 2006 - 2009
Jefferies & Company 2003 - 2006
Jefferies & Company 2001 - 2003
Merrill Lynch 1999 - 2001
BBVA 1997 - 1999
Skills
Financial Analysis, Finance, Management, Budgets, Series 63, Investor Relations, Series 7, Trading, Analysis, Marketing, Hedge Funds, Banking, Project Management, Strategic Planning, Negotiation, Equities, Risk Management, Capital Markets, Financial Risk, Fixed Income, Trading Systems
Education
University of Delaware 1993 — 1997
BA, Communication
CRT Capital Group December 2012 - March 2014
Sterne Agee January 2012 - December 2012
Jefferies & Company 2010 - August 2011
Jefferies & Company 2009 - 2010
Jefferies & Company 2006 - 2009
Jefferies & Company 2003 - 2006
Jefferies & Company 2001 - 2003
Merrill Lynch 1999 - 2001
BBVA 1997 - 1999
Skills
Financial Analysis, Finance, Management, Budgets, Series 63, Investor Relations, Series 7, Trading, Analysis, Marketing, Hedge Funds, Banking, Project Management, Strategic Planning, Negotiation, Equities, Risk Management, Capital Markets, Financial Risk, Fixed Income, Trading Systems
Education
University of Delaware 1993 — 1997
BA, Communication
John Adrian John Adrian's Sterne Agee Experience January 2010 - August 2010
Job Director of Finance and Operations at GraceSt. Luke's Episcopal School
Industry Education Management
Experience
Grace-St. Luke's Episcopal School August 2010 - Present
Sterne Agee January 2010 - August 2010
KPMG August 2007 - January 2010
Skills
Strategic Planning, Nonprofits, Financial Analysis, Microsoft Excel, Customer Service, Accounting, PowerPoint, Microsoft Word, Budgets, Financial Reporting, Strategic Financial..., Research, Auditing, Analysis, Leadership, Financial Planning, Microsoft Office, Fundraising, Investments
Education
University of Mississippi 2006 — 2007
Master of Accountancy
University of Mississippi 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management, Cum Laude
Grace-St. Luke's Episcopal School August 2010 - Present
Sterne Agee January 2010 - August 2010
KPMG August 2007 - January 2010
Skills
Strategic Planning, Nonprofits, Financial Analysis, Microsoft Excel, Customer Service, Accounting, PowerPoint, Microsoft Word, Budgets, Financial Reporting, Strategic Financial..., Research, Auditing, Analysis, Leadership, Financial Planning, Microsoft Office, Fundraising, Investments
Education
University of Mississippi 2006 — 2007
Master of Accountancy
University of Mississippi 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management, Cum Laude
Billy Bernard Billy Bernard's Sterne Agee Experience April 2009 - May 2014
Job Fixed Income Sales
Industry Financial Services
Experience
FTN Financial June 2014 - Present
Sterne Agee April 2009 - May 2014
Skills
Investments, Portfolio Management, Capital Markets, Securities, Series 7, Fixed Income, Asset Management, Bonds, Asset Allocation, Credit Analysis, Analysis, Microsoft Excel, Management
Education
University of Mississippi - School of Business Administration 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
FTN Financial June 2014 - Present
Sterne Agee April 2009 - May 2014
Skills
Investments, Portfolio Management, Capital Markets, Securities, Series 7, Fixed Income, Asset Management, Bonds, Asset Allocation, Credit Analysis, Analysis, Microsoft Excel, Management
Education
University of Mississippi - School of Business Administration 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Patrick Mullins Patrick Mullins's Sterne Agee Experience June 2010 - June 2012
Job Financial Professional at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network July 2015 - Present
Freelance musician and composer January 2005 - Present
MyOfficeProducts - A HiTouch Business Services Company April 2014 - June 2015
Lindsey Office Furnishings Inc June 2012 - April 2014
Sterne Agee June 2010 - June 2012
Skills
Sales, Marketing, Rock, Music Industry, Management, Customer Service, Guitarist, Composition, Financial Operations, Drums, Band, Studio Recording, Percussion, Furniture, Music, Guitar Playing, Music Theory, Bass, Guitar, Music Production, Rock Music, Bond Markets, Research, Talent Booking, Account Management, Negotiation, Songwriting, Bands, Wire Transfers, Stocks, Cost Basis Reporting, Networking, Settlement, Client Liason, Music Publishing, Writing, Economics, Financial Accounting, Financial Audits, Office Furniture, Interior Design, Band Management, outside sales, Pianist, Life Insurance, Microsoft Office, Social Media
Education
University of Alabama at Birmingham 1999 — 2008
Bachelor of Arts (B.A.), History/English/Music, Graduated
Mountain Brook 1996 — 1998
Briarwood Christian School
AIG Financial Network July 2015 - Present
Freelance musician and composer January 2005 - Present
MyOfficeProducts - A HiTouch Business Services Company April 2014 - June 2015
Lindsey Office Furnishings Inc June 2012 - April 2014
Sterne Agee June 2010 - June 2012
Skills
Sales, Marketing, Rock, Music Industry, Management, Customer Service, Guitarist, Composition, Financial Operations, Drums, Band, Studio Recording, Percussion, Furniture, Music, Guitar Playing, Music Theory, Bass, Guitar, Music Production, Rock Music, Bond Markets, Research, Talent Booking, Account Management, Negotiation, Songwriting, Bands, Wire Transfers, Stocks, Cost Basis Reporting, Networking, Settlement, Client Liason, Music Publishing, Writing, Economics, Financial Accounting, Financial Audits, Office Furniture, Interior Design, Band Management, outside sales, Pianist, Life Insurance, Microsoft Office, Social Media
Education
University of Alabama at Birmingham 1999 — 2008
Bachelor of Arts (B.A.), History/English/Music, Graduated
Mountain Brook 1996 — 1998
Briarwood Christian School
Jason Elrod Jason Elrod's Sterne Agee Experience April 2011 - September 2014
Job Financial Controller
Industry Telecommunications
Experience
J H Berry Risk Services September 2014 - Present
Communications Unlimited, Inc. September 2014 - Present
Landscaping Business April 2000 - Present
Sterne Agee April 2011 - September 2014
Communications Unlimited, Inc. August 2010 - April 2011
O'Neal Steel December 2008 - January 2009
Skills
Accounting, Customer Service, Finance, Microsoft Excel, Microsoft Office, Telecommunications, Time Management, Leadership, Auditing, Financial Accounting, Marketing, Financial Analysis, Financial Reporting, Financial Statements
Education
University of Montevallo 2005 — 2010
BBA, Accounting
J H Berry Risk Services September 2014 - Present
Communications Unlimited, Inc. September 2014 - Present
Landscaping Business April 2000 - Present
Sterne Agee April 2011 - September 2014
Communications Unlimited, Inc. August 2010 - April 2011
O'Neal Steel December 2008 - January 2009
Skills
Accounting, Customer Service, Finance, Microsoft Excel, Microsoft Office, Telecommunications, Time Management, Leadership, Auditing, Financial Accounting, Marketing, Financial Analysis, Financial Reporting, Financial Statements
Education
University of Montevallo 2005 — 2010
BBA, Accounting
Travis Teague, CFP® Travis Teague, CFP®'s Sterne Agee Experience September 1998 - August 2004
Job Member / Financial Advisor at Beall Barclay Wealth Management, LLC
Industry Financial Services
Experience
Beall Barclay Wealth Management, LLC September 2004 - Present
Sterne Agee September 1998 - August 2004
Skills
Certified Financial..., Investments, Qualified Retirement...
Education
University of Arkansas Fort Smith 2002 — 2004
Bachelor of Science (BS), Accounting
University of Central Arkansas 1994 — 1997
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Leadership Fort Smith
Beall Barclay Wealth Management, LLC September 2004 - Present
Sterne Agee September 1998 - August 2004
Skills
Certified Financial..., Investments, Qualified Retirement...
Education
University of Arkansas Fort Smith 2002 — 2004
Bachelor of Science (BS), Accounting
University of Central Arkansas 1994 — 1997
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Leadership Fort Smith
Angela Hill Angela Hill's Sterne Agee Experience July 2014 - Present
Job Human Resources Assistant at Sterne Agee
Industry Financial Services
Experience
Sterne Agee July 2014 - Present
Sterne Agee December 2012 - July 2014
Inspira Marketing Group August 2012 - December 2012
ANGA Collegiate Marketing and Recruitment Program January 2012 - May 2012
Full Circle PR January 2012 - April 2012
University of South Florida May 2009 - May 2010
University of South Florida June 2008 - April 2009
Skills
Human Resources, Public Relations, Marketing, Event Management, Advertising, Social Media, Microsoft Office, Event Planning, Facebook, Press Releases, Sponsorship, PowerPoint, Integrated Marketing, Microsoft Excel, Market Research, Management, Social Networking, Customer Service, Public Speaking, Social Media Marketing, Microsoft Word, Budgets, Time Management
Education
University of South Florida 2008 — 2012
Sterne Agee July 2014 - Present
Sterne Agee December 2012 - July 2014
Inspira Marketing Group August 2012 - December 2012
ANGA Collegiate Marketing and Recruitment Program January 2012 - May 2012
Full Circle PR January 2012 - April 2012
University of South Florida May 2009 - May 2010
University of South Florida June 2008 - April 2009
Skills
Human Resources, Public Relations, Marketing, Event Management, Advertising, Social Media, Microsoft Office, Event Planning, Facebook, Press Releases, Sponsorship, PowerPoint, Integrated Marketing, Microsoft Excel, Market Research, Management, Social Networking, Customer Service, Public Speaking, Social Media Marketing, Microsoft Word, Budgets, Time Management
Education
University of South Florida 2008 — 2012
Eric Drogoul Eric Drogoul's Sterne Agee Experience April 2011 - March 2013
Job CPA candidate and Senior Accountant at Rivermend Health
Industry Accounting
Experience
RiverMend Health August 2015 - Present
Generation Mortgage Co. March 2013 - August 2015
RiverMend Health 2015 - 2015
Sterne Agee April 2011 - March 2013
Wells Fargo Home Mortgage April 2009 - April 2011
Education
University of Alabama at Birmingham 2009 — 2011
Bachelor's Degree, Accounting
University of Alabama at Birmingham 2003 — 2008
Bachelor's Degree, Finance, General
RiverMend Health August 2015 - Present
Generation Mortgage Co. March 2013 - August 2015
RiverMend Health 2015 - 2015
Sterne Agee April 2011 - March 2013
Wells Fargo Home Mortgage April 2009 - April 2011
Education
University of Alabama at Birmingham 2009 — 2011
Bachelor's Degree, Accounting
University of Alabama at Birmingham 2003 — 2008
Bachelor's Degree, Finance, General
Eric Pierre-Louis's Sterne Agee Experience June 2011 - July 2011
Job MBA Candidate 2017, USC Marshall School of Business
Industry Financial Services
Experience
Citi August 2014 - June 2015
Citi August 2013 - August 2014
Northwestern Mutual May 2012 - August 2012
Sterne Agee June 2011 - July 2011
Skills
Finance, Microsoft Excel, Trading, Economics, Forecasting, PowerPoint, Data Analysis, Financial Modeling
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2009 — 2013
B.A., Political Science; Philosophy, Economics
Citi August 2014 - June 2015
Citi August 2013 - August 2014
Northwestern Mutual May 2012 - August 2012
Sterne Agee June 2011 - July 2011
Skills
Finance, Microsoft Excel, Trading, Economics, Forecasting, PowerPoint, Data Analysis, Financial Modeling
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2009 — 2013
B.A., Political Science; Philosophy, Economics
Jessica Bahr's Sterne Agee Experience September 2014 - Present
Job Financial Services Administrator
Industry Financial Services
Experience
Sterne Agee September 2014 - Present
Ross Stores, Inc. July 2013 - August 2014
Sears Holdings Corporation October 2008 - July 2013
Conway Lakes Health & Rehabilitation Center August 2011 - December 2011
Skills
Merchandising, Sales Process, Shrinkage, Retail Sales, Healthcare Management, Visual Merchandising, Customer Retention, Customer Engagement, Employee Training, Driving Results, Team Leadership, Associate Development, Planograms, Sales Operations, Customer Service
Education
University of Central Florida 2006 — 2011
Bachelor of Science (B.S.), Health Services Administration
Sterne Agee September 2014 - Present
Ross Stores, Inc. July 2013 - August 2014
Sears Holdings Corporation October 2008 - July 2013
Conway Lakes Health & Rehabilitation Center August 2011 - December 2011
Skills
Merchandising, Sales Process, Shrinkage, Retail Sales, Healthcare Management, Visual Merchandising, Customer Retention, Customer Engagement, Employee Training, Driving Results, Team Leadership, Associate Development, Planograms, Sales Operations, Customer Service
Education
University of Central Florida 2006 — 2011
Bachelor of Science (B.S.), Health Services Administration
Jesse Craver's Sterne Agee Experience 2013 - 2015
Job SVP, Chief Information Security Officer at Private Brokerage Firm
Industry Financial Services
Experience
Private Brokerage Firm July 2013 - Present
Sterne Agee 2013 - 2015
Sterne Agee 2013 - 2015
Sterne Agee 2013 - 2015
Fiserv July 2012 - July 2013
SunTrust Bank April 2010 - July 2012
BB&T (Formerly Colonial Bank) September 2005 - April 2010
HealthSouth January 2005 - June 2005
SouthTrust Bank November 2000 - October 2004
EDS May 1998 - November 2000
Skills
Vulnerability Management, Information Security, CISSP, Penetration Testing, A+, Vulnerability Assessment, PCI DSS, Data Center, Active Directory, Network Security, CCNA, Security, Computer Security, Information Security..., Disaster Recovery, Risk Management, VPN, Microsoft Certified..., IT Audit, Firewalls, Computer Forensics, Security Policy, Virtualization, Data Security, Unix, Incident Management, Governance, IT Risk Management
Education
Western Governors University 2008 — 2009
B.S., IT - Security
University of South Alabama 2002 — 2004
Alabama Banking School
Private Brokerage Firm July 2013 - Present
Sterne Agee 2013 - 2015
Sterne Agee 2013 - 2015
Sterne Agee 2013 - 2015
Fiserv July 2012 - July 2013
SunTrust Bank April 2010 - July 2012
BB&T (Formerly Colonial Bank) September 2005 - April 2010
HealthSouth January 2005 - June 2005
SouthTrust Bank November 2000 - October 2004
EDS May 1998 - November 2000
Skills
Vulnerability Management, Information Security, CISSP, Penetration Testing, A+, Vulnerability Assessment, PCI DSS, Data Center, Active Directory, Network Security, CCNA, Security, Computer Security, Information Security..., Disaster Recovery, Risk Management, VPN, Microsoft Certified..., IT Audit, Firewalls, Computer Forensics, Security Policy, Virtualization, Data Security, Unix, Incident Management, Governance, IT Risk Management
Education
Western Governors University 2008 — 2009
B.S., IT - Security
University of South Alabama 2002 — 2004
Alabama Banking School
Gregory Cheng Gregory Cheng's Sterne Agee Experience August 2011 - August 2014
Job Vice President | Business Development Officer
Industry Financial Services
Experience
Pershing, a BNY Mellon company December 2014 - Present
Sterne Agee August 2011 - August 2014
Morgan Stanley Wealth Management July 2005 - August 2011
Byron Hoyt 1996 - 2005
Skills
Entrepreneurship, Wealth Management, Financial Advisory, Team Building, Asset Allocation, Leadership, Marketing Communications, Strategic Planning, Organizational Culture, Sales Management, Retirement Planning, Investments, Nonprofits, Organizational..., Change Management, People Development, Development Of Employees, Training Delivery, Talent Management, Leadership Development, Training, Program Management, Instructional Design
Education
University of California, Davis 1983 — 1990
BA, MA, Music (Conducting)
Pershing, a BNY Mellon company December 2014 - Present
Sterne Agee August 2011 - August 2014
Morgan Stanley Wealth Management July 2005 - August 2011
Byron Hoyt 1996 - 2005
Skills
Entrepreneurship, Wealth Management, Financial Advisory, Team Building, Asset Allocation, Leadership, Marketing Communications, Strategic Planning, Organizational Culture, Sales Management, Retirement Planning, Investments, Nonprofits, Organizational..., Change Management, People Development, Development Of Employees, Training Delivery, Talent Management, Leadership Development, Training, Program Management, Instructional Design
Education
University of California, Davis 1983 — 1990
BA, MA, Music (Conducting)
Linda Head Linda Head's Sterne Agee Experience August 2007 - Present
Job Manager at Regional Brokerage Firm
Industry Financial Services
Experience
Sterne Agee August 2007 - Present
AmSouth Investment Services September 1982 - March 2007
Merrill Lynch June 1980 - August 1982
Skills
Banking, Finance, Wealth Management, Series 7, Securities, Investments, Financial Modeling, Portfolio Management, Management, Financial Analysis, Fixed Income
Education
University of Montevallo 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sterne Agee August 2007 - Present
AmSouth Investment Services September 1982 - March 2007
Merrill Lynch June 1980 - August 1982
Skills
Banking, Finance, Wealth Management, Series 7, Securities, Investments, Financial Modeling, Portfolio Management, Management, Financial Analysis, Fixed Income
Education
University of Montevallo 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Russell. Cotton's Sterne Agee Experience November 2003 - February 2009
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Sterne Agee November 2003 - February 2009
Education
University of Kentucky 1988 — 1992
BA, Communications
Raymond James February 2009 - Present
Sterne Agee November 2003 - February 2009
Education
University of Kentucky 1988 — 1992
BA, Communications
Edward Riley Edward Riley's Sterne Agee Experience July 2014 - April 2015
Job Equity Research Associate
Industry Financial Services
Experience
CRT Capital Group April 2015 - Present
Sterne Agee July 2014 - April 2015
University of Richmond August 2012 - January 2014
Bloomberg LP May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Marks, O'Neill, O'Brien and Courtney June 2012 - August 2012
Education
University of Richmond 2011 — 2014
Bachelor of Science, Honors in Economics, Senior
Princeton Day School 2007 — 2010
CRT Capital Group April 2015 - Present
Sterne Agee July 2014 - April 2015
University of Richmond August 2012 - January 2014
Bloomberg LP May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Marks, O'Neill, O'Brien and Courtney June 2012 - August 2012
Education
University of Richmond 2011 — 2014
Bachelor of Science, Honors in Economics, Senior
Princeton Day School 2007 — 2010
Caroline E. McIlroy's Sterne Agee Experience July 2011 - August 2011
Job Senior Risk Management Analyst KYC Policy Interpretation & Implementation
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase February 2015 - Present
JPMorgan Chase & Co. August 2014 - February 2015
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase July 2013 - February 2014
Barclays Capital June 2012 - August 2012
Sterne Agee July 2011 - August 2011
Skills
Microsoft Excel, Visual Basic, Data Analysis, Project Team Management, Access, Microsoft Office, Teamwork, Sales, Fixed Income, Training, Investments, Equities, Capital Markets, Trading, Research, Due Diligence, Electronic Trading
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology Project Management
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase February 2015 - Present
JPMorgan Chase & Co. August 2014 - February 2015
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase July 2013 - February 2014
Barclays Capital June 2012 - August 2012
Sterne Agee July 2011 - August 2011
Skills
Microsoft Excel, Visual Basic, Data Analysis, Project Team Management, Access, Microsoft Office, Teamwork, Sales, Fixed Income, Training, Investments, Equities, Capital Markets, Trading, Research, Due Diligence, Electronic Trading
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Information Technology Project Management
Hamilton Huber's Sterne Agee Experience August 2005 - May 2008
Job Commercial Real Estate Broker at Retail Specialists
Industry Real Estate
Experience
Retail Specialists May 2013 - Present
The Shopping Center Group September 2011 - April 2013
Leitman Perlman Inc June 2008 - September 2011
Sterne Agee August 2005 - May 2008
Skills
Leases, Real Estate, Property Management, Brokerage, Real Estate Development
Education
University of Mississippi 2000 — 2004
BA, Business Management
Retail Specialists May 2013 - Present
The Shopping Center Group September 2011 - April 2013
Leitman Perlman Inc June 2008 - September 2011
Sterne Agee August 2005 - May 2008
Skills
Leases, Real Estate, Property Management, Brokerage, Real Estate Development
Education
University of Mississippi 2000 — 2004
BA, Business Management
Amy Adams-Blount Amy Adams-Blount's Sterne Agee Experience May 2009 - July 2009
Job Financial Officer at SimonWilliamson Clinic
Industry Accounting
Experience
Simon-Williamson Clinic February 2011 - Present
Vestavia Hills United Methodist Church July 2009 - February 2011
Sterne Agee May 2009 - July 2009
Vantage Oncology March 2007 - April 2008
InterCommunity Cancer Centers May 2004 - February 2007
Select Homes of America March 2003 - March 2004
Anthony Homes May 2002 - December 2002
Building Industry Association of West Florida May 2001 - December 2001
Thompson & Johnson Equipment May 2000 - May 2001
Mansfield Industrial Coatings September 2000 - March 2001
Skills
Advanced Excel, Financial Statements, Financial Reporting, Account Reconciliation, Data Analysis, General Ledger, Journal Entries, Cash Flow, Bank Reconciliation, Management, Accounting, Accounts Payable, Payroll, QuickBooks, Job Costing, Work in Progress..., Accounts Receivable, Hospitals, Customer Service, Healthcare Management, Fixed Assets, Microsoft Excel, Strategic Planning, Healthcare, Team Building, Analysis, Invoicing, Payroll Taxes, Budgets, Spreadsheets, Financial Analysis, Tax, Insurance, Outlook, Access, Fund Accounting
Education
University of Alabama at Birmingham 1995 — 1998
BS, Accounting
Birmingham School of Law 1993 — 1996
University of Alabama at Birmingham 1985 — 1993
BS, Criminal Justice
Pleasant Grove High School 1981 — 1985
Advanced Academic
Simon-Williamson Clinic February 2011 - Present
Vestavia Hills United Methodist Church July 2009 - February 2011
Sterne Agee May 2009 - July 2009
Vantage Oncology March 2007 - April 2008
InterCommunity Cancer Centers May 2004 - February 2007
Select Homes of America March 2003 - March 2004
Anthony Homes May 2002 - December 2002
Building Industry Association of West Florida May 2001 - December 2001
Thompson & Johnson Equipment May 2000 - May 2001
Mansfield Industrial Coatings September 2000 - March 2001
Skills
Advanced Excel, Financial Statements, Financial Reporting, Account Reconciliation, Data Analysis, General Ledger, Journal Entries, Cash Flow, Bank Reconciliation, Management, Accounting, Accounts Payable, Payroll, QuickBooks, Job Costing, Work in Progress..., Accounts Receivable, Hospitals, Customer Service, Healthcare Management, Fixed Assets, Microsoft Excel, Strategic Planning, Healthcare, Team Building, Analysis, Invoicing, Payroll Taxes, Budgets, Spreadsheets, Financial Analysis, Tax, Insurance, Outlook, Access, Fund Accounting
Education
University of Alabama at Birmingham 1995 — 1998
BS, Accounting
Birmingham School of Law 1993 — 1996
University of Alabama at Birmingham 1985 — 1993
BS, Criminal Justice
Pleasant Grove High School 1981 — 1985
Advanced Academic
Justin Murdock, PMP, CSM Justin Murdock, PMP, CSM's Sterne Agee Experience May 2012 - November 2012
Job Operations Manager at ProAssurance
Industry Information Technology and Services
Experience
ProAssurance August 2015 - Present
Regions Financial Corporation December 2012 - July 2015
Sterne Agee May 2012 - November 2012
Regions Financial Corporation November 2011 - May 2012
Regions Financial Corporation April 2010 - November 2011
Regions Financial Corporation November 2007 - April 2010
BBVA Compass October 2006 - November 2007
Skills
Securities Lending, Talent Management, Crystal Reports, Workflow Analysis, Financial Reporting, Risk Management, SharePoint, Cash Management, Interest Rate Swaps, Margin, Credit Analysis, Broker-Dealer Operations, Commercial Lending, Agile Application..., Scrum, Salesforce.com, Change Management, UAT coordination, Leadership, Loans
Education
University of Alabama at Birmingham
Certificate, Information Systems Project Management
University of Montevallo
Bachelor of Arts, Communication Arts
ProAssurance August 2015 - Present
Regions Financial Corporation December 2012 - July 2015
Sterne Agee May 2012 - November 2012
Regions Financial Corporation November 2011 - May 2012
Regions Financial Corporation April 2010 - November 2011
Regions Financial Corporation November 2007 - April 2010
BBVA Compass October 2006 - November 2007
Skills
Securities Lending, Talent Management, Crystal Reports, Workflow Analysis, Financial Reporting, Risk Management, SharePoint, Cash Management, Interest Rate Swaps, Margin, Credit Analysis, Broker-Dealer Operations, Commercial Lending, Agile Application..., Scrum, Salesforce.com, Change Management, UAT coordination, Leadership, Loans
Education
University of Alabama at Birmingham
Certificate, Information Systems Project Management
University of Montevallo
Bachelor of Arts, Communication Arts
Noel Cueto's Sterne Agee Experience May 2007 - April 2014
Job Client Associate
Industry Financial Services
Experience
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Jared Adler's Sterne Agee Experience September 2010 - August 2014
Job Research Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2014 - Present
Sterne Agee September 2010 - August 2014
Prudential Capital Group July 2007 - July 2010
Huron Consulting Group July 2005 - June 2007
Skills
Credit Analysis, Financial Modeling, Industry Analysis, Financial Analysis, Due Diligence, Corporate Finance, Credit, Fixed Income, Bloomberg, Debt, Excel, High Yield, Research, Mezzanine, Bonds, Private Placements, Series 7
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration with area of, Finance & Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration, Finance
Crescent Capital Group August 2014 - Present
Sterne Agee September 2010 - August 2014
Prudential Capital Group July 2007 - July 2010
Huron Consulting Group July 2005 - June 2007
Skills
Credit Analysis, Financial Modeling, Industry Analysis, Financial Analysis, Due Diligence, Corporate Finance, Credit, Fixed Income, Bloomberg, Debt, Excel, High Yield, Research, Mezzanine, Bonds, Private Placements, Series 7
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration with area of, Finance & Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration, Finance
Paul Westervelt's Sterne Agee Experience March 2003 - August 2005
Job Institutional Equity Trader at IBERIA Capital Partners
Industry Financial Services
Experience
IBERIA Capital Partners October 2010 - Present
Sanders Morris Harris October 2008 - March 2011
Madison Williams and Company October 2008 - October 2010
Coker & Palmer August 2005 - October 2008
Sterne Agee March 2003 - August 2005
Johnson Rice & Company December 2000 - November 2002
Skills
Equity Trading, Series 7, Bloomberg, Hedge Funds, Valuation, Trading, Financial Modeling, Investments, Equities, Equity Research, Capital Markets
Education
University of Mississippi 1990 — 1994
Coast Episcopal 1984 — 1990
IBERIA Capital Partners October 2010 - Present
Sanders Morris Harris October 2008 - March 2011
Madison Williams and Company October 2008 - October 2010
Coker & Palmer August 2005 - October 2008
Sterne Agee March 2003 - August 2005
Johnson Rice & Company December 2000 - November 2002
Skills
Equity Trading, Series 7, Bloomberg, Hedge Funds, Valuation, Trading, Financial Modeling, Investments, Equities, Equity Research, Capital Markets
Education
University of Mississippi 1990 — 1994
Coast Episcopal 1984 — 1990
Lindsay Comer's Sterne Agee Experience July 2006 - December 2014
Job BrokerDealer/FCM Regulatory Reporting
Industry Financial Services
Experience
UBS December 2014 - Present
Sterne Agee July 2006 - December 2014
New Horizons Computer Learning Center January 2006 - July 2006
Skills
FINRA, Microsoft Office, Finance, Due Diligence, Financial Analysis, Accounting, Customer Service, Market Research, New Business Development, Risk Management, Financial Reporting, Microsoft Excel, Financial Modeling
Education
University of Alabama at Birmingham 2002 — 2006
BS, Double Major in Marketing and Finance
UBS December 2014 - Present
Sterne Agee July 2006 - December 2014
New Horizons Computer Learning Center January 2006 - July 2006
Skills
FINRA, Microsoft Office, Finance, Due Diligence, Financial Analysis, Accounting, Customer Service, Market Research, New Business Development, Risk Management, Financial Reporting, Microsoft Excel, Financial Modeling
Education
University of Alabama at Birmingham 2002 — 2006
BS, Double Major in Marketing and Finance
Greg Durrett's Sterne Agee Experience August 2010 - Present
Job Managing Director
Industry Investment Banking
Experience
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Kevin Mulrooney's Sterne Agee Experience 1995 - 1997
Job at EBSCO Inc.
Industry Information Technology and Services
Experience
EBSCO August 2010 - Present
Southern Company Services September 2008 - April 2010
Alden Systems Inc. September 2000 - April 2008
INTELLIMARK IT BUSINESS SOLUTIONS May 1999 - September 2000
UNITY HEALTH MANAGEMENT SERVICES, LLC July 1997 - May 1999
Sterne Agee 1995 - 1997
Blue Cross Blue Shied of Alabama 1989 - 1994
Skills
SQL, Databases, Access, Stored Procedures, Excel, Team Leadership, SSIS, SQL Server, Microsoft Office, T-SQL, Crystal Reports, XML, Visio, Database Administration, Windows, Visual Studio, PL/SQL, Microsoft SQL Server, Networking, Microsoft Excel, Oracle
Education
University of Alabama at Birmingham 1991 — 1994
Bachelors of Science, Accounting
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science (B.S.), Accounting
EBSCO August 2010 - Present
Southern Company Services September 2008 - April 2010
Alden Systems Inc. September 2000 - April 2008
INTELLIMARK IT BUSINESS SOLUTIONS May 1999 - September 2000
UNITY HEALTH MANAGEMENT SERVICES, LLC July 1997 - May 1999
Sterne Agee 1995 - 1997
Blue Cross Blue Shied of Alabama 1989 - 1994
Skills
SQL, Databases, Access, Stored Procedures, Excel, Team Leadership, SSIS, SQL Server, Microsoft Office, T-SQL, Crystal Reports, XML, Visio, Database Administration, Windows, Visual Studio, PL/SQL, Microsoft SQL Server, Networking, Microsoft Excel, Oracle
Education
University of Alabama at Birmingham 1991 — 1994
Bachelors of Science, Accounting
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science (B.S.), Accounting
Lori Samuels's Sterne Agee Experience March 2013 - Present
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Ro Arrington's Sterne Agee Experience 1997 - 2006
Job Program Officer at Arkansas Development Finance Authority
Industry Investment Banking
Experience
Arkansas Development Finance Authority December 2014 - Present
Arrington Public Resources May 2005 - December 2014
Sterne Agee 1997 - 2006
Hill, Crawford and Lanford 1989 - 1997
Skills
Mergers & Acquisitions, Investments, Private Equity, Strategic Planning, Business Strategy, Valuation, Due Diligence, Equities, Financial Analysis, Financial Modeling, Corporate Finance, Venture Capital, Asset Management
Education
University of Arkansas at Fayetteville 1980 — 1985
Arkansas Development Finance Authority December 2014 - Present
Arrington Public Resources May 2005 - December 2014
Sterne Agee 1997 - 2006
Hill, Crawford and Lanford 1989 - 1997
Skills
Mergers & Acquisitions, Investments, Private Equity, Strategic Planning, Business Strategy, Valuation, Due Diligence, Equities, Financial Analysis, Financial Modeling, Corporate Finance, Venture Capital, Asset Management
Education
University of Arkansas at Fayetteville 1980 — 1985
Mansell Garrett's Sterne Agee Experience May 2000 - March 2002
Job VP and Wealth Management Operations Unit Manager at Regions Bank
Industry Banking
Experience
Regions Bank August 2014 - Present
Regions Financial Corporation May 2007 - August 2014
AmSouth Bank April 2002 - May 2007
Sterne Agee May 2000 - March 2002
Sterne Agee April 1998 - May 2000
Sterne Agee March 1997 - April 1998
Sterne Agee March 1996 - March 1997
AmSouth Bank February 1993 - March 1996
AmSouth Bank September 1987 - February 1993
AmSouth Bank October 1986 - September 1987
Skills
ICB Certified..., Portfolio Management, Banking, Wealth Management, Trust Services, Financial Analysis, Securities, Commercial Banking, Credit, Asset Management, Management, Commercial Lending, Investments, Risk Management, Loans
Education
University of Alabama at Birmingham
BS, Finance
Regions Bank August 2014 - Present
Regions Financial Corporation May 2007 - August 2014
AmSouth Bank April 2002 - May 2007
Sterne Agee May 2000 - March 2002
Sterne Agee April 1998 - May 2000
Sterne Agee March 1997 - April 1998
Sterne Agee March 1996 - March 1997
AmSouth Bank February 1993 - March 1996
AmSouth Bank September 1987 - February 1993
AmSouth Bank October 1986 - September 1987
Skills
ICB Certified..., Portfolio Management, Banking, Wealth Management, Trust Services, Financial Analysis, Securities, Commercial Banking, Credit, Asset Management, Management, Commercial Lending, Investments, Risk Management, Loans
Education
University of Alabama at Birmingham
BS, Finance
Bradford Cook's Sterne Agee Experience October 2010 - March 2012
Job Portfolio Manager at Zeo Strategic Income Fund
Industry Investment Management
Experience
Zeo Capital Advisors, LLC March 2012 - Present
Zeo Strategic Income Fund March 2012 - Present
Sterne Agee October 2010 - March 2012
Thomas Weisel Partners 2006 - 2008
Descartes Capital LLC 2003 - 2005
Oaktree Capital Management 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
PwC 1996 - 1999
Skills
Fixed Income, Investment Banking, Valuation, Portfolio Management, Private Equity, Due Diligence, Corporate Finance, High Yield, Leveraged Finance, Credit Analysis, Fixed Income Portfolio..., Debt & Equity Capital..., Leveraged Lending, Loans, Distressed Debt, Special Situations...
Education
University of Calgary 1991 — 1996
BComm, Business
Institute of Chartered Accountants of British Columbia
CA, Accounting
Zeo Capital Advisors, LLC March 2012 - Present
Zeo Strategic Income Fund March 2012 - Present
Sterne Agee October 2010 - March 2012
Thomas Weisel Partners 2006 - 2008
Descartes Capital LLC 2003 - 2005
Oaktree Capital Management 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
PwC 1996 - 1999
Skills
Fixed Income, Investment Banking, Valuation, Portfolio Management, Private Equity, Due Diligence, Corporate Finance, High Yield, Leveraged Finance, Credit Analysis, Fixed Income Portfolio..., Debt & Equity Capital..., Leveraged Lending, Loans, Distressed Debt, Special Situations...
Education
University of Calgary 1991 — 1996
BComm, Business
Institute of Chartered Accountants of British Columbia
CA, Accounting
Van Martin's Sterne Agee Experience January 2012 - March 2014
Job Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management June 2014 - Present
Sterne Agee January 2012 - March 2014
Sterne Agee October 2009 - February 2012
Credit Suisse August 2009 - October 2009
Kahr Real Estate Group May 2009 - August 2009
Wellspring Management, LLC June 2008 - August 2008
Strategic Financial Partners - MetLife Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securities, Equities, Product Marketing, Equity Sales, Equity Capital Markets, Equity Research, Hedge Funds, Bloomberg, Product Management, Alternative Investments, Capital Markets, Finance, FINRA
Education
University of Mississippi - School of Business Administration 2004 — 2009
Bachelor's Degree, Managerial Finance & Banking
Silvercrest Asset Management June 2014 - Present
Sterne Agee January 2012 - March 2014
Sterne Agee October 2009 - February 2012
Credit Suisse August 2009 - October 2009
Kahr Real Estate Group May 2009 - August 2009
Wellspring Management, LLC June 2008 - August 2008
Strategic Financial Partners - MetLife Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securities, Equities, Product Marketing, Equity Sales, Equity Capital Markets, Equity Research, Hedge Funds, Bloomberg, Product Management, Alternative Investments, Capital Markets, Finance, FINRA
Education
University of Mississippi - School of Business Administration 2004 — 2009
Bachelor's Degree, Managerial Finance & Banking
Kip Tullos's Sterne Agee Experience October 2007 - 2014
Job Managing Director Brean Capital LLC / Brean Strategic Advisors
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Sterne Agee October 2007 - 2014
Education
University of Alabama at Birmingham 1994 — 1997
BS, Finance / Investments & Institutions
Brean Capital, LLC June 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Sterne Agee October 2007 - 2014
Education
University of Alabama at Birmingham 1994 — 1997
BS, Finance / Investments & Institutions
Jonathan Wichman's Sterne Agee Experience May 2007 - September 2009
Job at
Industry Automotive
Experience
Mclarty Daniel Chrysler Dodge Jeep Ram February 2014 - Present
Fletcher Kia of Little Rock May 2013 - January 2014
Frank Fletcher Honda May 2011 - April 2013
Topstone Capital Advisors, Inc. September 2009 - 2011
Sterne Agee May 2007 - September 2009
Dexia Credit Local May 2005 - April 2007
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Valuation, Financial Modeling, Bloomberg, Derivatives, Corporate Finance, Portfolio Management, Hedge Funds, Trading
Education
University of Arkansas 2005 — 2009
Fixed Income/Finance
University of Arkansas 2005 — 2008
Mclarty Daniel Chrysler Dodge Jeep Ram February 2014 - Present
Fletcher Kia of Little Rock May 2013 - January 2014
Frank Fletcher Honda May 2011 - April 2013
Topstone Capital Advisors, Inc. September 2009 - 2011
Sterne Agee May 2007 - September 2009
Dexia Credit Local May 2005 - April 2007
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Valuation, Financial Modeling, Bloomberg, Derivatives, Corporate Finance, Portfolio Management, Hedge Funds, Trading
Education
University of Arkansas 2005 — 2009
Fixed Income/Finance
University of Arkansas 2005 — 2008
Nikole Burke's Sterne Agee Experience 2001 - 2011
Job Business Development, Advanced Safety Engineering & Management
Industry Program Development
Experience
University of Alabama at Birmingham, Advanced Safety Engineering and Management 2011 - Present
Sterne Agee 2001 - 2011
Skills
Financial Analysis, Leadership, Strategic Planning, Team Building, Analysis, Process Improvement, Business Development, Marketing, New Business Development, Management, Data Analysis, Project Management, Microsoft Excel, Budgets, Program Management, Business Analysis, Microsoft Office, Customer Service, Corporate Finance, Fundraising, Business Strategy, Change Management, Operations Management, Financial Modeling, Team Leadership, Sales
Education
University of Alabama at Birmingham
Bachelor of Science (B.S.), Marketing and Finance
University of Alabama at Birmingham, Advanced Safety Engineering and Management 2011 - Present
Sterne Agee 2001 - 2011
Skills
Financial Analysis, Leadership, Strategic Planning, Team Building, Analysis, Process Improvement, Business Development, Marketing, New Business Development, Management, Data Analysis, Project Management, Microsoft Excel, Budgets, Program Management, Business Analysis, Microsoft Office, Customer Service, Corporate Finance, Fundraising, Business Strategy, Change Management, Operations Management, Financial Modeling, Team Leadership, Sales
Education
University of Alabama at Birmingham
Bachelor of Science (B.S.), Marketing and Finance
Zachary Schroeder's Sterne Agee Experience March 2010 - March 2015
Job Associate Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings March 2015 - Present
Sterne Agee March 2010 - March 2015
LaSalle Street Consulting Group of Raymond James May 2009 - February 2010
University of Iowa Krause Fund January 2009 - May 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A. Finance
Fitch Ratings March 2015 - Present
Sterne Agee March 2010 - March 2015
LaSalle Street Consulting Group of Raymond James May 2009 - February 2010
University of Iowa Krause Fund January 2009 - May 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A. Finance
Joe Lakofka's Sterne Agee Experience January 2010 - February 2012
Job Financial Advisor at Ross Sinclaire & Associates
Industry Financial Services
Experience
Ross Sinclaire & Associates February 2012 - Present
Sterne Agee January 2010 - February 2012
Fifth Third Securities May 1999 - December 2009
Skills
Bonds, Credit Analysis, Series 7, Series 63, Investment Banking, Public Finance, Financial Advisory, Private Placements, Derivatives, Series 24, Series 53, Fixed Income, Finance, Portfolio Management, FINRA, Financial Analysis, Strategic Planning
Education
University of Kentucky
Bachelor of Finance
Xavier University
MBA
Ross Sinclaire & Associates February 2012 - Present
Sterne Agee January 2010 - February 2012
Fifth Third Securities May 1999 - December 2009
Skills
Bonds, Credit Analysis, Series 7, Series 63, Investment Banking, Public Finance, Financial Advisory, Private Placements, Derivatives, Series 24, Series 53, Fixed Income, Finance, Portfolio Management, FINRA, Financial Analysis, Strategic Planning
Education
University of Kentucky
Bachelor of Finance
Xavier University
MBA
Darian Dykyj, CFA's Sterne Agee Experience 2010 - 2011
Job
Industry Financial Services
Experience
William Blair & Company December 2011 - November 2014
Sterne Agee 2010 - 2011
Thomas Weisel Partners 2007 - 2009
Grace Brothers 2003 - 2006
Pine River Capital Management 2002 - 2003
Citadel Investment Group 1999 - 2002
Skills
Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Credit Analysis, Investments, Equities, Trading, Convertible Bonds, Convertible Arbitrage, Fundamental Analysis, Credit Risk, Options Strategies, Macro Analysis, Capital Markets, Asset Management, Portfolio Management, Series 7, Derivatives, Investment Banking, Valuation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Finance, General
William Blair & Company December 2011 - November 2014
Sterne Agee 2010 - 2011
Thomas Weisel Partners 2007 - 2009
Grace Brothers 2003 - 2006
Pine River Capital Management 2002 - 2003
Citadel Investment Group 1999 - 2002
Skills
Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Credit Analysis, Investments, Equities, Trading, Convertible Bonds, Convertible Arbitrage, Fundamental Analysis, Credit Risk, Options Strategies, Macro Analysis, Capital Markets, Asset Management, Portfolio Management, Series 7, Derivatives, Investment Banking, Valuation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Finance, General
Josh Calhoun's Sterne Agee Experience January 2009 - December 2013
Job Systems Analyst at ProAssurance
Industry Financial Services
Experience
ProAssurance January 2014 - Present
Sterne Agee January 2009 - December 2013
CTS, Inc. August 2007 - November 2008
Bowhead Technical and Professional Services, Inc. May 2006 - July 2007
Skills
T-SQL, SSRS, Microsoft SQL Server, ASP.NET, Visual Studio, C#, .NET, SSIS, VBScript, JavaScript, HTML, IIS, LINQ, ASP, Database Design, TFS, VBA, ASP.NET AJAX, PHP, MySQL, Oracle, CSS
Education
University of South Alabama 2002 — 2006
B.S., Information Systems
ProAssurance January 2014 - Present
Sterne Agee January 2009 - December 2013
CTS, Inc. August 2007 - November 2008
Bowhead Technical and Professional Services, Inc. May 2006 - July 2007
Skills
T-SQL, SSRS, Microsoft SQL Server, ASP.NET, Visual Studio, C#, .NET, SSIS, VBScript, JavaScript, HTML, IIS, LINQ, ASP, Database Design, TFS, VBA, ASP.NET AJAX, PHP, MySQL, Oracle, CSS
Education
University of South Alabama 2002 — 2006
B.S., Information Systems
Darren Croce's Sterne Agee Experience April 2008 - March 2009
Job Branch Manager, Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
Kimberly Key, J.D.'s Sterne Agee Experience June 2004 - September 2011
Job Consumer Lending Quality Assurance Manager at Regions Financial
Industry Financial Services
Experience
Regions Financial Corporation May 2015 - Present
Morgan Stanley January 2013 - May 2015
Sterne Agee June 2004 - September 2011
UBS Financial Services January 2000 - January 2004
Skills
Series 7, Series 63, Securities, Mutual Funds, Compliance, Series 14, Series 53, Series 24, Series 9, Series 10, Alternative Investments, Due Diligence, Investment Advisory, Financial Analysis, Investments, Financial Risk, Asset Management, Capital Markets, AML, Trading, Equities, Wealth Management, FINRA, Uniform Combined State..., Accounting, Securities Regulation, Portfolio Management, Investment Banking, Private Equity, Strategic Financial..., Risk Management, Broker-Dealer, Fixed Annuities, Credit, Finance
Education
Birmingham School of Law 2011 — 2015
Doctor of Law (J.D.), Law
University of Pennsylvania - The Wharton School 2009 — 2011
Certified Regulatory Compliance Professional Program, Securities Laws and Regulations
University of Alabama at Birmingham 1999 — 2004
Bachelor of Science in Finance, Finance, General
Regions Financial Corporation May 2015 - Present
Morgan Stanley January 2013 - May 2015
Sterne Agee June 2004 - September 2011
UBS Financial Services January 2000 - January 2004
Skills
Series 7, Series 63, Securities, Mutual Funds, Compliance, Series 14, Series 53, Series 24, Series 9, Series 10, Alternative Investments, Due Diligence, Investment Advisory, Financial Analysis, Investments, Financial Risk, Asset Management, Capital Markets, AML, Trading, Equities, Wealth Management, FINRA, Uniform Combined State..., Accounting, Securities Regulation, Portfolio Management, Investment Banking, Private Equity, Strategic Financial..., Risk Management, Broker-Dealer, Fixed Annuities, Credit, Finance
Education
Birmingham School of Law 2011 — 2015
Doctor of Law (J.D.), Law
University of Pennsylvania - The Wharton School 2009 — 2011
Certified Regulatory Compliance Professional Program, Securities Laws and Regulations
University of Alabama at Birmingham 1999 — 2004
Bachelor of Science in Finance, Finance, General
J.T. Cacciabaudo's Sterne Agee Experience October 2009 - Present
Job Equity Trading and Sales Trading
Industry Financial Services
Experience
Sterne Agee October 2009 - Present
Weeden & Co. May 2008 - September 2009
Citigroup June 1993 - May 2008
Skills
Trading, Strategic Planning, Bloomberg, Capital Markets, Fixed Income, Derivatives, Series 7, Alternative Investments, Series 63, Equities, Hedge Funds, Electronic Trading, Equity Trading, Managing Meetings, Trading Systems, FINRA, Investment Banking
Education
University of Richmond 1989 — 1993
B.A., International Economics
Sterne Agee October 2009 - Present
Weeden & Co. May 2008 - September 2009
Citigroup June 1993 - May 2008
Skills
Trading, Strategic Planning, Bloomberg, Capital Markets, Fixed Income, Derivatives, Series 7, Alternative Investments, Series 63, Equities, Hedge Funds, Electronic Trading, Equity Trading, Managing Meetings, Trading Systems, FINRA, Investment Banking
Education
University of Richmond 1989 — 1993
B.A., International Economics
Joseph Polverino's Sterne Agee Experience January 2013 - May 2015
Job Municipal bond trader at Sterne Agee
Industry Financial Services
Experience
Advisors Asset Management, Inc. June 2015 - Present
Sterne Agee January 2013 - May 2015
Oppenheimer & Co. June 2003 - December 2012
Skills
Series 7, Series 63, Bonds, Fixed Income, Securities
Education
University of Delaware 2000 — 2002
BS, Finance
St. Johns University 1998 — 2000
Advisors Asset Management, Inc. June 2015 - Present
Sterne Agee January 2013 - May 2015
Oppenheimer & Co. June 2003 - December 2012
Skills
Series 7, Series 63, Bonds, Fixed Income, Securities
Education
University of Delaware 2000 — 2002
BS, Finance
St. Johns University 1998 — 2000
William Key's Sterne Agee Experience 2010 - 2014
Job IT Business Analysis/Data Analytics/Consulting
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2015 - Present
Bank of the Cascades November 2014 - Present
Sterne Agee 2010 - 2014
Bank of America 2002 - 2009
Bellsouth Business Systems January 2001 - September 2002
US Army 1989 - 1992
Skills
Project Management, SDLC, Business Analysis, Strategic Planning, New Business Development, Business Development, Change Management, Technical Support, Leadership, Management, Account Management, Enterprise Software, Analysis, Team Building, Sales Management, Consulting, Microsoft SQL Server, Microsoft SSRS, Data Mapping, Series 66, Perl, Test Scripts, Series 7
Education
AIU 2000 — 2002
Master's degree, Information Technology
University of Arizona 1994 — 1998
BA, English
Kaiser Permanente July 2015 - Present
Bank of the Cascades November 2014 - Present
Sterne Agee 2010 - 2014
Bank of America 2002 - 2009
Bellsouth Business Systems January 2001 - September 2002
US Army 1989 - 1992
Skills
Project Management, SDLC, Business Analysis, Strategic Planning, New Business Development, Business Development, Change Management, Technical Support, Leadership, Management, Account Management, Enterprise Software, Analysis, Team Building, Sales Management, Consulting, Microsoft SQL Server, Microsoft SSRS, Data Mapping, Series 66, Perl, Test Scripts, Series 7
Education
AIU 2000 — 2002
Master's degree, Information Technology
University of Arizona 1994 — 1998
BA, English
John Molster, Jr.'s Sterne Agee Experience July 2008 - June 2012
Job Investments Associate at Greystar
Industry Real Estate
Experience
Greystar June 2014 - Present
Harbert Management Corporation May 2013 - August 2013
Sterne Agee July 2008 - June 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Capital Markets, Investments, Portfolio Management, Hedge Funds, Equity Research, Fixed Income, Corporate Finance, Investment Banking, Asset Management, Due Diligence
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
UNC Chapel Hill 2004 — 2008
BA, English & Economics
Greystar June 2014 - Present
Harbert Management Corporation May 2013 - August 2013
Sterne Agee July 2008 - June 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Capital Markets, Investments, Portfolio Management, Hedge Funds, Equity Research, Fixed Income, Corporate Finance, Investment Banking, Asset Management, Due Diligence
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
UNC Chapel Hill 2004 — 2008
BA, English & Economics
Bill Kimball's Sterne Agee Experience 2006 - 2011
Job Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
JaNet Anthony's Sterne Agee Experience February 2008 - February 2013
Job Senior Commission Specialist Accounting at Regional Brokerage Company
Industry Investment Management
Experience
Regional Brokerage Company February 2013 - Present
Sterne Agee February 2008 - February 2013
United Way of Central Alabama August 2007 - January 2008
Top Notch Athletics May 2004 - January 2007
HealthSouth September 2002 - April 2004
SouthTrust Bank July 2000 - December 2001
Skills
Banking, Microsoft Office, Financial Reporting, Budgets, Financial Analysis, Microsoft Excel, Accounting, Finance, Access, Data Analysis, Risk Management, Training, Human Resources, Strategic Planning, Fundraising, Project Planning, Analysis, Event Planning, Sales, Auditing, Program Management
Education
University of Alabama at Birmingham
Bachelors Degree, Economics, Business Administration
Regional Brokerage Company February 2013 - Present
Sterne Agee February 2008 - February 2013
United Way of Central Alabama August 2007 - January 2008
Top Notch Athletics May 2004 - January 2007
HealthSouth September 2002 - April 2004
SouthTrust Bank July 2000 - December 2001
Skills
Banking, Microsoft Office, Financial Reporting, Budgets, Financial Analysis, Microsoft Excel, Accounting, Finance, Access, Data Analysis, Risk Management, Training, Human Resources, Strategic Planning, Fundraising, Project Planning, Analysis, Event Planning, Sales, Auditing, Program Management
Education
University of Alabama at Birmingham
Bachelors Degree, Economics, Business Administration
Adam Panzer's Sterne Agee Experience April 2011 - May 2013
Job Equity Sales at Sterne Agee
Industry Financial Services
Experience
Sterne Agee April 2011 - May 2013
FBR April 2007 - April 2011
Education
University of Maryland College Park 2000 — 2004
BS, Finance, General
Sterne Agee April 2011 - May 2013
FBR April 2007 - April 2011
Education
University of Maryland College Park 2000 — 2004
BS, Finance, General
Westley Axt's Sterne Agee Experience November 2013 - Present
Job Billing Specialist
Industry Accounting
Experience
Sterne Agee November 2013 - Present
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, Auditing, QuickBooks, Account Reconciliation, Internal Controls, Accounts Receivable, Cash Flow, Financial Analysis, Accounts Payable, General Ledger, Tax, Bookkeeping
Education
University of Alabama at Birmingham 2012 — 2013
Bachelor, Accounting (General)
Sterne Agee November 2013 - Present
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, Auditing, QuickBooks, Account Reconciliation, Internal Controls, Accounts Receivable, Cash Flow, Financial Analysis, Accounts Payable, General Ledger, Tax, Bookkeeping
Education
University of Alabama at Birmingham 2012 — 2013
Bachelor, Accounting (General)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY