Stifel Financial Corp.
Industry: Investment banking company
DescriptionStifel Financial Corp. is American multinational independent investment bank and financial services company created under its present name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. CEO: Ronald J Kruszewski (Sep 1997–) Revenue: 2.2 billion USD (2014) Headquarters: St. Louis, Missouri, United States Subsidiaries: Keefe, Bruyette & Woods, Inc., Eaton Partners,
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Stifel Financial Corp. Employees
Employee
Years
Job
Industry
Carrie Nasby Carrie Nasby's Stifel Financial Corp. Experience July 2012 - April 2014
Job
Industry Financial Services
Experience
Griffin Capital Corporation June 2015 - Present
Griffin Capital Corporation May 2014 - Present
Stifel Financial Corp. July 2012 - April 2014
Los Angeles Dodgers May 2010 - July 2012
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS)
Griffin Capital Corporation June 2015 - Present
Griffin Capital Corporation May 2014 - Present
Stifel Financial Corp. July 2012 - April 2014
Los Angeles Dodgers May 2010 - July 2012
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS)
J.P. Lynch J.P. Lynch's Stifel Financial Corp. Experience May 2010 - August 2010
Job Analyst at Advantage Capital Partners
Industry Investment Banking
Experience
Advantage Capital Partners March 2015 - Present
Stone Carlie November 2013 - February 2015
BC Teezone November 2009 - February 2013
Carthage Intellectual Capital Management December 2011 - September 2012
Brown Shoe Company June 2011 - August 2011
Stifel Financial Corp. May 2010 - August 2010
Stifel Financial Corp. May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Strategy, Social Media, Retail, Accounting, Entrepreneurship, Sales, Financial Analysis, Leadership, Financial Modeling, Investments, Budgets, Finance, Capital Markets, Strategic Planning, Business Development, New Business Development, Risk Management, Corporate Finance, Management, Forecasting, Mergers & Acquisitions, Business Planning, Start-ups, Due Diligence, Management Consulting, Data Manipulation, Analysis, Venture Capital, Valuation, Business Strategy, Securities, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance and General Management
Chaminade College Preparatory School 2002 — 2009
Advantage Capital Partners March 2015 - Present
Stone Carlie November 2013 - February 2015
BC Teezone November 2009 - February 2013
Carthage Intellectual Capital Management December 2011 - September 2012
Brown Shoe Company June 2011 - August 2011
Stifel Financial Corp. May 2010 - August 2010
Stifel Financial Corp. May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Strategy, Social Media, Retail, Accounting, Entrepreneurship, Sales, Financial Analysis, Leadership, Financial Modeling, Investments, Budgets, Finance, Capital Markets, Strategic Planning, Business Development, New Business Development, Risk Management, Corporate Finance, Management, Forecasting, Mergers & Acquisitions, Business Planning, Start-ups, Due Diligence, Management Consulting, Data Manipulation, Analysis, Venture Capital, Valuation, Business Strategy, Securities, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance and General Management
Chaminade College Preparatory School 2002 — 2009
Stephen J. Weiss Stephen J. Weiss's Stifel Financial Corp. Experience December 2014 - June 2015
Job Consultant at Protiviti
Industry
Experience
Protiviti September 2015 - Present
Stifel Financial Corp. December 2014 - June 2015
Enterprise Rent-A-Car June 2014 - September 2014
Tiki Hut August 2012 - June 2013
Cinemark Rowland Plaza August 2010 - August 2011
Quality Property Management September 2009 - June 2011
Skills
Customer Service, Microsoft Office, Leadership, Cashiering, Management, Telephone Skills, Telephone Interviewing, Monetary Mangement, Food Service, Social Media, Finance, Microsoft Excel, Time Management, Research
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration concentrating in Finance
San Marin High School 2010 — 2011
Cumulative GPA 4.12
St. Vincent de Paul High School 2008 — 2010
Cumulative GPA 4.12
Protiviti September 2015 - Present
Stifel Financial Corp. December 2014 - June 2015
Enterprise Rent-A-Car June 2014 - September 2014
Tiki Hut August 2012 - June 2013
Cinemark Rowland Plaza August 2010 - August 2011
Quality Property Management September 2009 - June 2011
Skills
Customer Service, Microsoft Office, Leadership, Cashiering, Management, Telephone Skills, Telephone Interviewing, Monetary Mangement, Food Service, Social Media, Finance, Microsoft Excel, Time Management, Research
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration concentrating in Finance
San Marin High School 2010 — 2011
Cumulative GPA 4.12
St. Vincent de Paul High School 2008 — 2010
Cumulative GPA 4.12
Jesse Weiner's Stifel Financial Corp. Experience August 2014 - Present
Job Equity Research Associate at Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. June 2014 - August 2014
CSU Investment Fund January 2014 - May 2014
tw telecom May 2013 - August 2013
Tendril May 2012 - August 2012
Morgan Stanley December 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Research, Investment Management, Capital Markets, Financial Forecasting, Equity Derivatives, Risk Management
Education
Colorado State University 2009 — 2014
Bachelor, Science Business Administration; Finance, Senior
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. June 2014 - August 2014
CSU Investment Fund January 2014 - May 2014
tw telecom May 2013 - August 2013
Tendril May 2012 - August 2012
Morgan Stanley December 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Research, Investment Management, Capital Markets, Financial Forecasting, Equity Derivatives, Risk Management
Education
Colorado State University 2009 — 2014
Bachelor, Science Business Administration; Finance, Senior
Missa Sangimino Missa Sangimino's Stifel Financial Corp. Experience January 2015 - Present
Job Equity Research Associate Analyst I at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Boston College Clough Center for the Study of Constitutional Democracy May 2014 - Present
ICAP April 2014 - Present
Boston College January 2014 - Present
Boston College May 2013 - Present
US-UK Fulbright Commission September 2013 - January 2014
Skills
Research, Spanish, Microsoft Office, PowerPoint, Microsoft Excel, Editing, Teaching, Volunteer Management, Grant Writing, Legal Assistance, Customer Service, Nonprofits, Community Outreach, Critical Thinking, Tutoring, Marketing, Public Speaking, Grants, Event Management, Program Development, Team Leadership, WordPress, Social Media Marketing, Leadership Development, English, Equity Research, Financial Modeling, Risk Management, Market Research
Education
Boston College 2011 — 2015
BA, Cum Laude, Honors Program, English Major, Business Law Concentration, Philosophy Minor
King's College London 2013 — 2013
Study Abroad, English Language and Literature, General
Vincentian Academy 2007 — 2011
IB diploma, full IB curriculum
Stifel Financial Corp. January 2015 - Present
Boston College Clough Center for the Study of Constitutional Democracy May 2014 - Present
ICAP April 2014 - Present
Boston College January 2014 - Present
Boston College May 2013 - Present
US-UK Fulbright Commission September 2013 - January 2014
Skills
Research, Spanish, Microsoft Office, PowerPoint, Microsoft Excel, Editing, Teaching, Volunteer Management, Grant Writing, Legal Assistance, Customer Service, Nonprofits, Community Outreach, Critical Thinking, Tutoring, Marketing, Public Speaking, Grants, Event Management, Program Development, Team Leadership, WordPress, Social Media Marketing, Leadership Development, English, Equity Research, Financial Modeling, Risk Management, Market Research
Education
Boston College 2011 — 2015
BA, Cum Laude, Honors Program, English Major, Business Law Concentration, Philosophy Minor
King's College London 2013 — 2013
Study Abroad, English Language and Literature, General
Vincentian Academy 2007 — 2011
IB diploma, full IB curriculum
Lisa Gronberg's Stifel Financial Corp. Experience December 1997 - July 2012
Job Registered Representative at Solid Rock Financial Group, Inc.
Industry Financial Services
Experience
Solid Rock Financial Group, Inc. August 2012 - Present
Stifel Financial Corp. December 1997 - July 2012
Investment Centers of America 1991 - 1997
Skills
Retirement Planning, College Education..., Retirement, Variable Annuities, Mutual Funds, IRAs, Securities, Life Insurance, Cash Flow, Fixed Annuities, Wealth Management, Investments, Asset Allocation, 401k, Equities, Portfolio Management, Fixed Income, ETFs, Series 7, Series 63, Series 65
Education
University of Mary 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Arizona State University 1988 — 1989
Bismarck State College 1985 — 1987
Business, Management, Marketing, and Related Support Services
Bismarck High School 1982 — 1985
Solid Rock Financial Group, Inc. August 2012 - Present
Stifel Financial Corp. December 1997 - July 2012
Investment Centers of America 1991 - 1997
Skills
Retirement Planning, College Education..., Retirement, Variable Annuities, Mutual Funds, IRAs, Securities, Life Insurance, Cash Flow, Fixed Annuities, Wealth Management, Investments, Asset Allocation, 401k, Equities, Portfolio Management, Fixed Income, ETFs, Series 7, Series 63, Series 65
Education
University of Mary 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Arizona State University 1988 — 1989
Bismarck State College 1985 — 1987
Business, Management, Marketing, and Related Support Services
Bismarck High School 1982 — 1985
Rafael Enriquez-Hesles Rafael Enriquez-Hesles's Stifel Financial Corp. Experience June 2014 - Present
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry Civil Engineering
Experience
Stifel Financial Corp. June 2014 - Present
Grupo De la Peña Ingenieros December 2013 - January 2014
Education
Bucknell University 2011 — 2015
Civil Engineering & Management for Engineers, Senior
McLean High School 2007 — 2011
Stifel Financial Corp. June 2014 - Present
Grupo De la Peña Ingenieros December 2013 - January 2014
Education
Bucknell University 2011 — 2015
Civil Engineering & Management for Engineers, Senior
McLean High School 2007 — 2011
Gabrielle Olson's Stifel Financial Corp. Experience June 2012 - August 2012
Job Student at Bethel University
Industry Higher Education
Experience
UnitedHealth Group June 2015 - Present
The Music Studio of Gabrielle Olson August 2011 - Present
UnitedHealth Group June 2014 - August 2014
HERO - Home Educators Resource Organization August 2013 - June 2014
Stifel Financial Corp. June 2012 - August 2012
Skills
Work Ethic, Teaching, Oral & Written..., Educational Leadership, Sales, Organization, Microsoft Office, Strategic Planning, Research, Teamwork, Microsoft Word, Communication, Public Speaking, Time Management, Leadership
Education
Bethel University 2012 — 2015
Bachelor of Arts (B.A.), Business, Finance, Junior
Andover High School
UnitedHealth Group June 2015 - Present
The Music Studio of Gabrielle Olson August 2011 - Present
UnitedHealth Group June 2014 - August 2014
HERO - Home Educators Resource Organization August 2013 - June 2014
Stifel Financial Corp. June 2012 - August 2012
Skills
Work Ethic, Teaching, Oral & Written..., Educational Leadership, Sales, Organization, Microsoft Office, Strategic Planning, Research, Teamwork, Microsoft Word, Communication, Public Speaking, Time Management, Leadership
Education
Bethel University 2012 — 2015
Bachelor of Arts (B.A.), Business, Finance, Junior
Andover High School
Wes Wolverton's Stifel Financial Corp. Experience May 2009 - August 2009
Job Loan Officer at PrimeLending NMLS# 863585
Industry Retail
Experience
PrimeLending August 2014 - Present
Waterstone Mortgage Corporation January 2014 - August 2014
Wells Fargo Home Mortgage August 2013 - January 2014
Wells Fargo Home Mortgage November 2012 - August 2013
Wells Fargo December 2011 - November 2012
Reynolds Mazda June 2010 - November 2011
Stifel Financial Corp. May 2009 - August 2009
Skills
Mortgage Lending, Loans, Loan Origination, USDA, Mortgage Banking, FHA, Credit, Credit Analysis, Financial Analysis, Sales, Financial Modeling, Microsoft Office, Microsoft Excel, Residential Mortgages, Refinance, VA loans, Consumer Lending, TurnKey, REI
Education
University of Oklahoma 2008 — 2011
BA
Cameron University 2006 — 2008
Eisenhower High
PrimeLending August 2014 - Present
Waterstone Mortgage Corporation January 2014 - August 2014
Wells Fargo Home Mortgage August 2013 - January 2014
Wells Fargo Home Mortgage November 2012 - August 2013
Wells Fargo December 2011 - November 2012
Reynolds Mazda June 2010 - November 2011
Stifel Financial Corp. May 2009 - August 2009
Skills
Mortgage Lending, Loans, Loan Origination, USDA, Mortgage Banking, FHA, Credit, Credit Analysis, Financial Analysis, Sales, Financial Modeling, Microsoft Office, Microsoft Excel, Residential Mortgages, Refinance, VA loans, Consumer Lending, TurnKey, REI
Education
University of Oklahoma 2008 — 2011
BA
Cameron University 2006 — 2008
Eisenhower High
Robert Ricci's Stifel Financial Corp. Experience January 2015 - May 2015
Job Team Lead: CFA Institute Research Challenge at CFA Institute
Industry
Experience
Stifel Financial Corp. January 2015 - May 2015
CFA Institute November 2014 - April 2015
California Polytechnic State University September 2013 - December 2014
Fluid Components International June 2014 - September 2014
California Polytechnic State University December 2013 - June 2014
Cal South California State Soccer Association-South February 2007 - September 2013
Cal Poly State University April 2012 - June 2012
Skills
Public Speaking, Teamwork, Team Leadership, Monte Carlo Simulation, Microsoft Excel, Event Planning, Research, Access, Financial Analysis, Leadership, Data Analysis
Education
Cal Poly San Luis Obispo 2013 — 2015
Finance, Senior
La Costa Canyon High School
Stifel Financial Corp. January 2015 - May 2015
CFA Institute November 2014 - April 2015
California Polytechnic State University September 2013 - December 2014
Fluid Components International June 2014 - September 2014
California Polytechnic State University December 2013 - June 2014
Cal South California State Soccer Association-South February 2007 - September 2013
Cal Poly State University April 2012 - June 2012
Skills
Public Speaking, Teamwork, Team Leadership, Monte Carlo Simulation, Microsoft Excel, Event Planning, Research, Access, Financial Analysis, Leadership, Data Analysis
Education
Cal Poly San Luis Obispo 2013 — 2015
Finance, Senior
La Costa Canyon High School
Christopher Boe Christopher Boe's Stifel Financial Corp. Experience May 2015 - Present
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. May 2015 - Present
MHT MidSpan July 2014 - May 2015
Facebook June 2013 - September 2013
NexBank Capital Advisors May 2012 - September 2012
Skills
Leadership, Strategy, Capital IQ, Business Development, Microsoft Excel, LBO, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Business Analysis, Team Leadership, DCF, SNL, Public Speaking, PowerPoint, Accounting, Research, Strategic Leadership, Microsoft Office, Excel Models, Data Analysis, Entrepreneurship
Education
Babson College 2010 — 2014
Finance
The London School of Economics and Political Science (LSE) 2012 — 2013
General Course
Jesuit College Preparatory School of Dallas 2006 — 2010
Stifel Financial Corp. May 2015 - Present
MHT MidSpan July 2014 - May 2015
Facebook June 2013 - September 2013
NexBank Capital Advisors May 2012 - September 2012
Skills
Leadership, Strategy, Capital IQ, Business Development, Microsoft Excel, LBO, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Business Analysis, Team Leadership, DCF, SNL, Public Speaking, PowerPoint, Accounting, Research, Strategic Leadership, Microsoft Office, Excel Models, Data Analysis, Entrepreneurship
Education
Babson College 2010 — 2014
Finance
The London School of Economics and Political Science (LSE) 2012 — 2013
General Course
Jesuit College Preparatory School of Dallas 2006 — 2010
Michael O'Keeffe Michael O'Keeffe's Stifel Financial Corp. Experience December 2013 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Divyan Waland's Stifel Financial Corp. Experience January 2015 - Present
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Soma Hotel Group September 2007 - Present
Skills
Finance, Accounting, Hotel Management, Portfolio Management, Financial Accounting, Valuation, Bookkeeping, Teamwork, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, FactSet, Microsoft Access, Microsoft Publisher
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (BBA), Finance Management
Stifel Financial Corp. January 2015 - Present
Soma Hotel Group September 2007 - Present
Skills
Finance, Accounting, Hotel Management, Portfolio Management, Financial Accounting, Valuation, Bookkeeping, Teamwork, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, FactSet, Microsoft Access, Microsoft Publisher
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (BBA), Finance Management
Tania Vega Tania Vega's Stifel Financial Corp. Experience January 2014 - May 2014
Job Finance Tutor at California State University, Chico
Industry Financial Services
Experience
California State University, Chico September 2013 - Present
Stifel Financial Corp. January 2014 - May 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Leadership
Education
CSU Chico 2012 — 2014
Butte College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
California State University, Chico September 2013 - Present
Stifel Financial Corp. January 2014 - May 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Leadership
Education
CSU Chico 2012 — 2014
Butte College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General
shelley kertz's Stifel Financial Corp. Experience June 2008 - Present
Job New Accounts Assistant Supervisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2008 - Present
Regions Bank October 2006 - October 2007
Scrubs & Beyond October 2005 - October 2006
The Yankee Candle Company, Inc. July 2001 - October 2005
Skills
Microsoft Office, Customer Service, Operations Management, Retail Sales, Retail Banking, Bookkeeping, Payroll, Staff Management, Hiring Employees, Training, Merchandising, Outlook, Inventory Management, Coaching, Microsoft Excel, Team Building, Microsoft Word, P, Cash Management, Banking, Hiring, Employee Training, Store Management, Finance, Retail, Branch Management, Visual Merchandising, Office Administration, Sales, Public Speaking, Data Entry, Business Planning, Recruiting, Time Management, Teamwork, Uniform Combined State..., Interviews, Managing Accounts, Financial Services, Management, Leadership, Process Improvement, Project Planning
Education
Stevens Institute of Business & Arts 1994 — 1995
Associate's degree, Small Business Administration/Management
Stifel Financial Corp. June 2008 - Present
Regions Bank October 2006 - October 2007
Scrubs & Beyond October 2005 - October 2006
The Yankee Candle Company, Inc. July 2001 - October 2005
Skills
Microsoft Office, Customer Service, Operations Management, Retail Sales, Retail Banking, Bookkeeping, Payroll, Staff Management, Hiring Employees, Training, Merchandising, Outlook, Inventory Management, Coaching, Microsoft Excel, Team Building, Microsoft Word, P, Cash Management, Banking, Hiring, Employee Training, Store Management, Finance, Retail, Branch Management, Visual Merchandising, Office Administration, Sales, Public Speaking, Data Entry, Business Planning, Recruiting, Time Management, Teamwork, Uniform Combined State..., Interviews, Managing Accounts, Financial Services, Management, Leadership, Process Improvement, Project Planning
Education
Stevens Institute of Business & Arts 1994 — 1995
Associate's degree, Small Business Administration/Management
Liz Vaysman Liz Vaysman's Stifel Financial Corp. Experience September 2009 - December 2009
Job Attorney at A Baby Step Adoption
Industry Law Practice
Experience
A Baby Step Adoption December 2014 - Present
Ms. JD October 2012 - March 2015
Glushko-Samuelson Intellectual Property Law Clinic August 2013 - May 2014
U.S. Immigration and Customs Enforcement (ICE) January 2013 - August 2013
Ms. JD May 2012 - October 2012
Federal Circuit Bar Association May 2012 - August 2012
A Baby Step Adoption October 2010 - September 2011
AmeriCorps January 2010 - June 2010
Stifel Financial Corp. September 2009 - December 2009
Fox School of Business at Temple University 2007 - 2008
Skills
Research, Legal Research, Legal Writing, Intellectual Property, Westlaw, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Nonprofits
Education
American University, Washington College of Law 2011 — 2014
Juris Doctor
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance
Centre d’Études Franco Americain de Management 2009 — 2009
International Business and Management
A Baby Step Adoption December 2014 - Present
Ms. JD October 2012 - March 2015
Glushko-Samuelson Intellectual Property Law Clinic August 2013 - May 2014
U.S. Immigration and Customs Enforcement (ICE) January 2013 - August 2013
Ms. JD May 2012 - October 2012
Federal Circuit Bar Association May 2012 - August 2012
A Baby Step Adoption October 2010 - September 2011
AmeriCorps January 2010 - June 2010
Stifel Financial Corp. September 2009 - December 2009
Fox School of Business at Temple University 2007 - 2008
Skills
Research, Legal Research, Legal Writing, Intellectual Property, Westlaw, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Nonprofits
Education
American University, Washington College of Law 2011 — 2014
Juris Doctor
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance
Centre d’Études Franco Americain de Management 2009 — 2009
International Business and Management
Rupa Venkatagiri's Stifel Financial Corp. Experience August 2013 - Present
Job Assistant Vice President at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2013 - Present
Knight Capital Group July 2011 - July 2013
Knight Capital Group February 2008 - June 2011
India Infoline Ltd October 2003 - January 2006
Skills
High Yield, Fixed Income, Capital Markets, Credit Analysis, Leveraged Finance, Investment Banking, Corporate Finance
Education
Brandeis International Business School 2006 — 2008
Master's degree, International Finance
PSG Institute of Management 2000 — 2002
Masters, International Business
University of Madras 1997 — 2000
Bachelor's degree, Accounting and Finance
Stifel Financial Corp. August 2013 - Present
Knight Capital Group July 2011 - July 2013
Knight Capital Group February 2008 - June 2011
India Infoline Ltd October 2003 - January 2006
Skills
High Yield, Fixed Income, Capital Markets, Credit Analysis, Leveraged Finance, Investment Banking, Corporate Finance
Education
Brandeis International Business School 2006 — 2008
Master's degree, International Finance
PSG Institute of Management 2000 — 2002
Masters, International Business
University of Madras 1997 — 2000
Bachelor's degree, Accounting and Finance
Patrick Tinucci Patrick Tinucci's Stifel Financial Corp. Experience May 2014 - May 2015
Job Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Madison Street Partners November 2013 - May 2014
LarrainVial May 2013 - August 2013
Schlumberger May 2012 - August 2012
Skills
Financial Analysis, Finance, Analysis, Portfolio Management, Microsoft Excel, Project Management, Investments, Management, Time Management, Mutual Funds, Sales, Bloomberg, Customer Service, Financial Risk, Securities
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2013
Bachelor of Science, Business Administration; Finance. International Business
University of Colorado Boulder 2009 — 2013
Bachelor of Science (BS), Finance
Campbell University 2009 — 2010
B.S, Business Administration
RBC Capital Markets May 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Madison Street Partners November 2013 - May 2014
LarrainVial May 2013 - August 2013
Schlumberger May 2012 - August 2012
Skills
Financial Analysis, Finance, Analysis, Portfolio Management, Microsoft Excel, Project Management, Investments, Management, Time Management, Mutual Funds, Sales, Bloomberg, Customer Service, Financial Risk, Securities
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2013
Bachelor of Science, Business Administration; Finance. International Business
University of Colorado Boulder 2009 — 2013
Bachelor of Science (BS), Finance
Campbell University 2009 — 2010
B.S, Business Administration
Kyle Kazak Kyle Kazak's Stifel Financial Corp. Experience June 2003 - September 2003
Job Search engine marketer and entrepreneur
Industry Marketing and Advertising
Experience
Deploy Marketing May 2011 - Present
Kazak Media December 2006 - Present
PBHS, Inc. May 2010 - May 2011
Six Degrees Media May 2006 - March 2010
Blagency September 2006 - December 2008
Stifel Financial Corp. June 2003 - September 2003
Skills
Business Development, Call Tracking, Conversion Optimization, CSS, Facebook Advertising, Google+ Local, Google AdWords, Google Analytics, Google Apps, Google Technologies, Google Webmaster Tools, Google Website Optimizer, HTML, Landing Page..., Local Search..., Microsoft Bing Ads, PHP, ROI Tracking, Search Engine..., Social Media Marketing, Web Analytics, Website Design, WordPress, SEO, Digital Marketing, Web Design, Online Marketing, Entrepreneurship, Wordpress, Advertising, Google Maps, Google Adwords, Analytics, Social Networking, Keyword Research, Return on Investment, Online Advertising, Web Marketing, Web Development, Link Building, A/B testing, Lead Generation, Marketing, Mobile Marketing, SEM, Local Search, PPC, Search Analysis, E-commerce, Leadership
Education
California State University-Chico 2004 — 2008
Bachelor of Science, Business Administration, Option in Small Business Management
San Marin High School 2000 — 2004
High School Diploma
Deploy Marketing May 2011 - Present
Kazak Media December 2006 - Present
PBHS, Inc. May 2010 - May 2011
Six Degrees Media May 2006 - March 2010
Blagency September 2006 - December 2008
Stifel Financial Corp. June 2003 - September 2003
Skills
Business Development, Call Tracking, Conversion Optimization, CSS, Facebook Advertising, Google+ Local, Google AdWords, Google Analytics, Google Apps, Google Technologies, Google Webmaster Tools, Google Website Optimizer, HTML, Landing Page..., Local Search..., Microsoft Bing Ads, PHP, ROI Tracking, Search Engine..., Social Media Marketing, Web Analytics, Website Design, WordPress, SEO, Digital Marketing, Web Design, Online Marketing, Entrepreneurship, Wordpress, Advertising, Google Maps, Google Adwords, Analytics, Social Networking, Keyword Research, Return on Investment, Online Advertising, Web Marketing, Web Development, Link Building, A/B testing, Lead Generation, Marketing, Mobile Marketing, SEM, Local Search, PPC, Search Analysis, E-commerce, Leadership
Education
California State University-Chico 2004 — 2008
Bachelor of Science, Business Administration, Option in Small Business Management
San Marin High School 2000 — 2004
High School Diploma
Chase Metcalf's Stifel Financial Corp. Experience January 2015 - Present
Job Client Service Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Business Owner January 2010 - Present
Wells Fargo Advisors January 2013 - December 2014
Jack's Surfboards January 2011 - December 2011
Skills
Clerical Skills, Event Planning, Public Speaking, Time Management, Microsoft Office, Sales, Marketing, Inventory Management, Teamwork, Databases, Client Relations, Event Production, Customer Service
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2015 — 2017
Bachelor of Business Administration, Finance
Irvine Valley College 2013 — 2015
Stifel Financial Corp. January 2015 - Present
Business Owner January 2010 - Present
Wells Fargo Advisors January 2013 - December 2014
Jack's Surfboards January 2011 - December 2011
Skills
Clerical Skills, Event Planning, Public Speaking, Time Management, Microsoft Office, Sales, Marketing, Inventory Management, Teamwork, Databases, Client Relations, Event Production, Customer Service
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2015 — 2017
Bachelor of Business Administration, Finance
Irvine Valley College 2013 — 2015
Shaun Hoffman Shaun Hoffman's Stifel Financial Corp. Experience October 2014 - April 2015
Job Accounting Support Team Member at DealerBuilt LightYear Dealer Technologies
Industry Financial Services
Experience
DealerBuilt - LightYear Dealer Technologies April 2015 - Present
Stifel Financial Corp. October 2014 - April 2015
Stifel Financial Corp. October 2012 - October 2014
The Burrito Bunker January 2011 - December 2011
Skills
Accounting, Bookkeeping, Financial Analysis, Financial Planning, Budgeting, Business Management, Training & Development, Banking, Finance, Leadership, Budgets, Operations Management, Training, Business Planning, Accounts Payable, Process Improvement, Quality Assurance, Management, Team Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), MBA, 2nd Year
Buena Vista University 2012 — 2013
Bachelor's Degree, Accounting; Finance & Banking
North Iowa Area Community College 2005 — 2009
AA, Liberal Arts
Osage High School
High School
DealerBuilt - LightYear Dealer Technologies April 2015 - Present
Stifel Financial Corp. October 2014 - April 2015
Stifel Financial Corp. October 2012 - October 2014
The Burrito Bunker January 2011 - December 2011
Skills
Accounting, Bookkeeping, Financial Analysis, Financial Planning, Budgeting, Business Management, Training & Development, Banking, Finance, Leadership, Budgets, Operations Management, Training, Business Planning, Accounts Payable, Process Improvement, Quality Assurance, Management, Team Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), MBA, 2nd Year
Buena Vista University 2012 — 2013
Bachelor's Degree, Accounting; Finance & Banking
North Iowa Area Community College 2005 — 2009
AA, Liberal Arts
Osage High School
High School
Jon Shurtz's Stifel Financial Corp. Experience August 2011 - December 2011
Job Merrill Lynch
Industry Investment Management
Experience
4086 Advisors March 2015 - August 2015
4086 Advisors February 2013 - February 2015
Four Quadrants Advisory May 2012 - February 2013
Stifel Financial Corp. August 2011 - December 2011
Avalon Wealth Advisory January 2011 - May 2011
Skills
Investments, Portfolio Management, Equities, Investment Strategies, Retirement Planning, ETFs, Microsoft Excel, Financial Analysis, Valuation, Bloomberg Terminal, Fixed Income, Asset Management, Access, Data Analysis, Asset Managment, Finance, Financial Advisory
Education
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance and MIS
4086 Advisors March 2015 - August 2015
4086 Advisors February 2013 - February 2015
Four Quadrants Advisory May 2012 - February 2013
Stifel Financial Corp. August 2011 - December 2011
Avalon Wealth Advisory January 2011 - May 2011
Skills
Investments, Portfolio Management, Equities, Investment Strategies, Retirement Planning, ETFs, Microsoft Excel, Financial Analysis, Valuation, Bloomberg Terminal, Fixed Income, Asset Management, Access, Data Analysis, Asset Managment, Finance, Financial Advisory
Education
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance and MIS
Kenneth Mang's Stifel Financial Corp. Experience June 2014 - August 2014
Job Portfolio Manager at USC Marshall School of Business
Industry Financial Services
Experience
Engajer February 2015 - Present
USC Marshall School of Business March 2014 - Present
University of Southern California September 2012 - Present
Stifel Financial Corp. June 2014 - August 2014
Beverly Hills Investment Company, LLC April 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Dennis Uniforms May 2010 - August 2012
Chapman University January 2012 - May 2012
Cornerstone Commercial Real Estate Services LLC May 2011 - May 2011
Skills
Finance, Valuation, Analysis, Microsoft Office, Due Diligence, Mathematics, JMP, HTML, Capital Markets, Capital IQ, Bloomberg, Java, Factiva, Financial Analysis, Financial Modeling, Portfolio Management
Education
USC 2012 — 2015
Bachelor's degree, Major in Business Administration; Minor in Mathematical Finance, Junior
Chapman University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
The Meadows School 2007 — 2011
High School
Engajer February 2015 - Present
USC Marshall School of Business March 2014 - Present
University of Southern California September 2012 - Present
Stifel Financial Corp. June 2014 - August 2014
Beverly Hills Investment Company, LLC April 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Dennis Uniforms May 2010 - August 2012
Chapman University January 2012 - May 2012
Cornerstone Commercial Real Estate Services LLC May 2011 - May 2011
Skills
Finance, Valuation, Analysis, Microsoft Office, Due Diligence, Mathematics, JMP, HTML, Capital Markets, Capital IQ, Bloomberg, Java, Factiva, Financial Analysis, Financial Modeling, Portfolio Management
Education
USC 2012 — 2015
Bachelor's degree, Major in Business Administration; Minor in Mathematical Finance, Junior
Chapman University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
The Meadows School 2007 — 2011
High School
Nicholas Scanlan Nicholas Scanlan's Stifel Financial Corp. Experience May 2012 - October 2012
Job Quality Assurance and User Experience Associate at Imagination Publishing
Industry Marketing and Advertising
Experience
Imagination Publishing July 2015 - Present
Imagination Publishing February 2015 - July 2015
Apple February 2014 - February 2015
Viacom September 2014 - December 2014
Kane County, Illinois June 2013 - December 2013
Stifel Financial Corp. May 2012 - October 2012
Skills
Facebook, Event Planning, Community Outreach, Public Speaking, Public Relations, Nonprofits, Social Media, Press Releases, Fundraising, Newsletters, Customer Service, Microsoft Excel, Leadership, Marketing, Microsoft Office, Quality Assurance, Time Management, Interpersonal..., Manual Test Execution, Google Apps, Teamwork, Written Communication, Regression Testing
Education
Aurora University 2014 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Waubonsee Community College 2010 — 2013
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Imagination Publishing July 2015 - Present
Imagination Publishing February 2015 - July 2015
Apple February 2014 - February 2015
Viacom September 2014 - December 2014
Kane County, Illinois June 2013 - December 2013
Stifel Financial Corp. May 2012 - October 2012
Skills
Facebook, Event Planning, Community Outreach, Public Speaking, Public Relations, Nonprofits, Social Media, Press Releases, Fundraising, Newsletters, Customer Service, Microsoft Excel, Leadership, Marketing, Microsoft Office, Quality Assurance, Time Management, Interpersonal..., Manual Test Execution, Google Apps, Teamwork, Written Communication, Regression Testing
Education
Aurora University 2014 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Waubonsee Community College 2010 — 2013
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Allie Wright Allie Wright's Stifel Financial Corp. Experience March 2014 - Present
Job Client Service Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. March 2014 - Present
SIU Credit Union June 2013 - March 2014
SVA Plumb Wealth Management February 2012 - May 2013
Midwest Community Bank August 2008 - August 2011
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science, Personal Finance
Bradley University
Bachelor of Science, Accounting
Stifel Financial Corp. March 2014 - Present
SIU Credit Union June 2013 - March 2014
SVA Plumb Wealth Management February 2012 - May 2013
Midwest Community Bank August 2008 - August 2011
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science, Personal Finance
Bradley University
Bachelor of Science, Accounting
Tony Stais Tony Stais's Stifel Financial Corp. Experience July 2010 - December 2013
Job Managing Director, Private Wealth Management at Stifel Financial
Industry Financial Services
Experience
Stifel Financial January 2014 - Present
Stifel Financial Corp. July 2010 - December 2013
Thomas Weisel Partners January 2001 - July 2010
Goldman Sachs January 1998 - January 2001
Education
Bowdoin College 1983 — 1987
Bachelor of Arts (B.A.), History, Economics
Stifel Financial January 2014 - Present
Stifel Financial Corp. July 2010 - December 2013
Thomas Weisel Partners January 2001 - July 2010
Goldman Sachs January 1998 - January 2001
Education
Bowdoin College 1983 — 1987
Bachelor of Arts (B.A.), History, Economics
Derek Youngman's Stifel Financial Corp. Experience July 2013 - August 2013
Job Dealer Sales Associate at Market Axess
Industry Financial Services
Experience
MarketAxess July 2015 - Present
Brown Brothers Harriman June 2014 - Present
Stifel Financial Corp. July 2013 - August 2013
The Good Sport June 2010 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Marketing, Leadership, Team Leadership, Event Planning, Research, Time Management, Management
Education
Colby College 2011 — 2015
Bachelor of Arts (BA), Government, Business Administration
Danish Institute for Study Abroad (DIS) 2013 — 2013
Government, Economics
Thayer Academy 2007 — 2011
MarketAxess July 2015 - Present
Brown Brothers Harriman June 2014 - Present
Stifel Financial Corp. July 2013 - August 2013
The Good Sport June 2010 - August 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Marketing, Leadership, Team Leadership, Event Planning, Research, Time Management, Management
Education
Colby College 2011 — 2015
Bachelor of Arts (BA), Government, Business Administration
Danish Institute for Study Abroad (DIS) 2013 — 2013
Government, Economics
Thayer Academy 2007 — 2011
Gary Winterstein, MBA Gary Winterstein, MBA's Stifel Financial Corp. Experience October 2012 - August 2014
Job Project Manager, Business Consultant, & Veteran
Industry Management Consulting
Experience
Three Oakes Construction LLC January 2015 - Present
Stifel Financial Corp. October 2012 - August 2014
Keewaydin Clubhouse June 2009 - August 2012
Veterans of Foreign Wars October 2008 - August 2012
Defense Intelligence Agency July 2006 - June 2008
Multi National Force Iraq February 2007 - September 2007
Marine Embassy Security Command July 2004 - June 2006
National Security Agency July 2002 - June 2004
Marine Corps Headquarters July 2000 - June 2002
Naval Security Group Command July 1998 - June 2000
Skills
Intelligence Analysis, Project Management, Business Process..., Strategic Leadership, Marketing Communications, New Business Development, Leading Organizational..., Veterans Affairs, National Security..., Quantitative Research, Non-profit Program..., Graphic Communication, Policy Analysis &..., Small Business..., Business Analysis, Program Management, Collaborative Problem..., Strategic Planning, Organizational..., Financial Management
Education
University of Phoenix 2009 — 2012
MBA, Small Business Management
Joint Military Intelligence College 2006 — 2007
Certification, Military Strategic Intelligence
Marine Corps University 1998 — 2000
Graduate, Strategic and Military Studies
Bethany College 1981 — 1985
BA, Communications
Three Oakes Construction LLC January 2015 - Present
Stifel Financial Corp. October 2012 - August 2014
Keewaydin Clubhouse June 2009 - August 2012
Veterans of Foreign Wars October 2008 - August 2012
Defense Intelligence Agency July 2006 - June 2008
Multi National Force Iraq February 2007 - September 2007
Marine Embassy Security Command July 2004 - June 2006
National Security Agency July 2002 - June 2004
Marine Corps Headquarters July 2000 - June 2002
Naval Security Group Command July 1998 - June 2000
Skills
Intelligence Analysis, Project Management, Business Process..., Strategic Leadership, Marketing Communications, New Business Development, Leading Organizational..., Veterans Affairs, National Security..., Quantitative Research, Non-profit Program..., Graphic Communication, Policy Analysis &..., Small Business..., Business Analysis, Program Management, Collaborative Problem..., Strategic Planning, Organizational..., Financial Management
Education
University of Phoenix 2009 — 2012
MBA, Small Business Management
Joint Military Intelligence College 2006 — 2007
Certification, Military Strategic Intelligence
Marine Corps University 1998 — 2000
Graduate, Strategic and Military Studies
Bethany College 1981 — 1985
BA, Communications
Frank Cape's Stifel Financial Corp. Experience July 2006 - February 2012
Job Financial Advisor, President of Cape Financial Group an Independent Firm
Industry Financial Services
Experience
Cape Financial Group February 2012 - Present
Stifel Financial Corp. July 2006 - February 2012
Ziegler September 1991 - July 2006
Midwest Federal Savings Bank May 1983 - June 1990
United States Air Force May 1978 - May 1983
Skills
Finance, Financial Advisory, Securities, Investment Management, Retirement Planning, Retirement, Estate Planning, Series 7, Wealth Management, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Investments, IRAs, FINRA, Financial Planners, Banking, Loans
Education
Cedarville University 2013 — 2015
Master of Business Administration (M.B.A.)
The American College 2002 — 2009
Masters of Science, Financial Services
College for Financial Planning 1986 — 1989
Certified Financial Planner Designation, Financial Planning
Minot State University 1980 — 1987
Bachelors of College Studies, Minor in Business Administration
The University of Georgia 1976 — 1978
not completed, Computer Science
Cape Financial Group February 2012 - Present
Stifel Financial Corp. July 2006 - February 2012
Ziegler September 1991 - July 2006
Midwest Federal Savings Bank May 1983 - June 1990
United States Air Force May 1978 - May 1983
Skills
Finance, Financial Advisory, Securities, Investment Management, Retirement Planning, Retirement, Estate Planning, Series 7, Wealth Management, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Investments, IRAs, FINRA, Financial Planners, Banking, Loans
Education
Cedarville University 2013 — 2015
Master of Business Administration (M.B.A.)
The American College 2002 — 2009
Masters of Science, Financial Services
College for Financial Planning 1986 — 1989
Certified Financial Planner Designation, Financial Planning
Minot State University 1980 — 1987
Bachelors of College Studies, Minor in Business Administration
The University of Georgia 1976 — 1978
not completed, Computer Science
Cassidy Burns's Stifel Financial Corp. Experience June 2009 - August 2010
Job Assistant Manager at Teaberry Yogurt
Industry
Experience
Teaberry Yogurt October 2012 - Present
Ruby's Diner, Inc. June 2011 - September 2014
Bully Pictures June 2014 - August 2014
San Luis Obispo Performing Arts Center April 2014 - June 2014
Stifel Financial Corp. June 2009 - August 2010
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor's Degree, Communication, General
Teaberry Yogurt October 2012 - Present
Ruby's Diner, Inc. June 2011 - September 2014
Bully Pictures June 2014 - August 2014
San Luis Obispo Performing Arts Center April 2014 - June 2014
Stifel Financial Corp. June 2009 - August 2010
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor's Degree, Communication, General
Connie Lewis's Stifel Financial Corp. Experience January 2015 - June 2015
Job Customer Success Manager at Linqia
Industry Marketing and Advertising
Experience
Linqia August 2015 - Present
Stifel Financial Corp. January 2015 - June 2015
CP Mustang News September 2014 - June 2015
CP Mustang News January 2013 - August 2014
Stoneleigh Golf & Country Club June 2012 - December 2012
START.ac June 2012 - September 2012
Great Country Farms October 2009 - August 2012
Skills
Social Media, Marketing, Advertising, Sales, Social Networking, Social Media Marketing, Microsoft Excel, Microsoft Access, Email Marketing, Public Relations, Customer Service, Event Management, PowerPoint, InDesign, Valuation Modeling
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, Finance Concentration
Universidad Pablo de Olavide 2013 — 2013
Loudoun Valley High School 2008 — 2011
Linqia August 2015 - Present
Stifel Financial Corp. January 2015 - June 2015
CP Mustang News September 2014 - June 2015
CP Mustang News January 2013 - August 2014
Stoneleigh Golf & Country Club June 2012 - December 2012
START.ac June 2012 - September 2012
Great Country Farms October 2009 - August 2012
Skills
Social Media, Marketing, Advertising, Sales, Social Networking, Social Media Marketing, Microsoft Excel, Microsoft Access, Email Marketing, Public Relations, Customer Service, Event Management, PowerPoint, InDesign, Valuation Modeling
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, Finance Concentration
Universidad Pablo de Olavide 2013 — 2013
Loudoun Valley High School 2008 — 2011
Mary Ellen Spillane's Stifel Financial Corp. Experience July 2013 - Present
Job Registered Client Service Associate, Stifel
Industry Investment Management
Experience
Stifel Financial Corp. July 2013 - Present
American Century Investments December 2011 - June 2013
American Century Investments October 2010 - December 2011
Pinnacle Foods Corporation June 2008 - August 2008
First Federal Savings Bank of Iowa May 2007 - January 2008
Skills
Microsoft Excel, Investments, Series 7, Microsoft Office, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Series 6, 401k, Investment Strategies, Retirement, FINRA, Investment Advisory, Portfolio Management, Estate Planning, Financial Advisory, IRAs, Chartered Mutual Fund..., Investment Management, Wealth Management, Customer Service
Education
Benedictine College 2005 — 2010
Bachelor of Science (BS), Accounting
Stifel Financial Corp. July 2013 - Present
American Century Investments December 2011 - June 2013
American Century Investments October 2010 - December 2011
Pinnacle Foods Corporation June 2008 - August 2008
First Federal Savings Bank of Iowa May 2007 - January 2008
Skills
Microsoft Excel, Investments, Series 7, Microsoft Office, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Series 6, 401k, Investment Strategies, Retirement, FINRA, Investment Advisory, Portfolio Management, Estate Planning, Financial Advisory, IRAs, Chartered Mutual Fund..., Investment Management, Wealth Management, Customer Service
Education
Benedictine College 2005 — 2010
Bachelor of Science (BS), Accounting
Nicholas Tabor's Stifel Financial Corp. Experience May 2015 - Present
Job Century Securities Associates Intern
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Rockhurst University August 2013 - Present
State Farm February 2015 - May 2015
Kansas City Youth Lacrosse Association February 2015 - May 2015
Midwest Pool Management June 2013 - August 2013
QuikTrip August 2009 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Leadership, Outlook, Time Management, Facebook, Event Planning, Social Media, Teamwork, Social Networking, Research, Access, Team Leadership, Budgets, Financial Analysis
Education
Rockhurst University 2012 — 2016
Financial Markets & Economic Analysis, Finance, General
IQS 2015 — 2015
International Economics
Stifel Financial Corp. May 2015 - Present
Rockhurst University August 2013 - Present
State Farm February 2015 - May 2015
Kansas City Youth Lacrosse Association February 2015 - May 2015
Midwest Pool Management June 2013 - August 2013
QuikTrip August 2009 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Leadership, Outlook, Time Management, Facebook, Event Planning, Social Media, Teamwork, Social Networking, Research, Access, Team Leadership, Budgets, Financial Analysis
Education
Rockhurst University 2012 — 2016
Financial Markets & Economic Analysis, Finance, General
IQS 2015 — 2015
International Economics
Andrea Bassett Andrea Bassett's Stifel Financial Corp. Experience October 2009 - Present
Job Executive Assistant at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2009 - Present
Merrill Lynch October 2002 - October 2009
First Union National Bank September 1997 - February 2001
Education
Belmont Abbey College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business
Stifel Financial Corp. October 2009 - Present
Merrill Lynch October 2002 - October 2009
First Union National Bank September 1997 - February 2001
Education
Belmont Abbey College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business
Brett Wilday Brett Wilday's Stifel Financial Corp. Experience June 2010 - September 2010
Job Regional Sales Manager at Alcohol Monitoring Systems
Industry Public Safety
Experience
Alcohol Monitoring Systems March 2011 - Present
Stifel Financial Corp. June 2010 - September 2010
Skills
Salesforce.com, Sales, Account Management, Direct Sales, New Business Development, Team Building, Public Speaking, Sales Management, Contract Negotiation, Sales Operations, Marketing, Selling, Team Leadership, Strategic Planning, Marketing Strategy, Business Development
Education
Augsburg College
Alcohol Monitoring Systems March 2011 - Present
Stifel Financial Corp. June 2010 - September 2010
Skills
Salesforce.com, Sales, Account Management, Direct Sales, New Business Development, Team Building, Public Speaking, Sales Management, Contract Negotiation, Sales Operations, Marketing, Selling, Team Leadership, Strategic Planning, Marketing Strategy, Business Development
Education
Augsburg College
Art Merriman Art Merriman's Stifel Financial Corp. Experience 1994 - 2008
Job
Industry
Experience
Carnegie Investment Counsel 2014 - Present
MAI Capital Management, LLC 2008 - 2014
Stifel Financial Corp. 1994 - 2008
Education
Bowdoin College 1976 — 1980
Bachelor's Degree, Economics
Carnegie Investment Counsel 2014 - Present
MAI Capital Management, LLC 2008 - 2014
Stifel Financial Corp. 1994 - 2008
Education
Bowdoin College 1976 — 1980
Bachelor's Degree, Economics
Emilie Welch Emilie Welch's Stifel Financial Corp. Experience January 2015 - Present
Job Assistant at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Education
Cazenovia College 2005 — 2009
Bachelors of Professional Studies in Management
Stifel Financial Corp. January 2015 - Present
Education
Cazenovia College 2005 — 2009
Bachelors of Professional Studies in Management
Jeffery Crankshaw's Stifel Financial Corp. Experience 2009 - 2012
Job Data Security Analyst at U.S. Bank
Industry Banking
Experience
Field Medic Phone Repair March 2013 - Present
U.S. Bank October 2012 - Present
Cardinal Phone Repair, LLC May 2012 - March 2013
Nicolaus Stifel November 2009 - May 2012
Stifel Financial Corp. 2009 - 2012
RBC Wealth Management January 2006 - November 2009
RBC Correspondent Services January 2006 - October 2009
US Army January 2000 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Control, Lenel, ThomsonOne, ILX, Active Directory, Microsoft Exchange, Administrative..., Military, Army, Payroll, Cost Basis, Troubleshooting, Computer Hardware, Customer Service, Leadership, Management, PowerPoint, Team Leadership, Windows Server, Training
Education
American InterContinental University 2006 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
American InterContinental University
BACHELOR OF SCIENCE, CRIMINAL JUSTICE
American InterContinental University
ASSOCIATE OF ARTS, BUSINESS ADMINISTRATION
Field Medic Phone Repair March 2013 - Present
U.S. Bank October 2012 - Present
Cardinal Phone Repair, LLC May 2012 - March 2013
Nicolaus Stifel November 2009 - May 2012
Stifel Financial Corp. 2009 - 2012
RBC Wealth Management January 2006 - November 2009
RBC Correspondent Services January 2006 - October 2009
US Army January 2000 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Control, Lenel, ThomsonOne, ILX, Active Directory, Microsoft Exchange, Administrative..., Military, Army, Payroll, Cost Basis, Troubleshooting, Computer Hardware, Customer Service, Leadership, Management, PowerPoint, Team Leadership, Windows Server, Training
Education
American InterContinental University 2006 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
American InterContinental University
BACHELOR OF SCIENCE, CRIMINAL JUSTICE
American InterContinental University
ASSOCIATE OF ARTS, BUSINESS ADMINISTRATION
Robert Kufel Robert Kufel's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - August 2014
Hudson Advisor Services, Inc. July 2012 - August 2013
Skills
Microsoft Word, Microsoft Office, Access, PowerPoint, Microsoft Excel, Axys, QuickBooks
Education
State University of New York at Binghamton 2011 — 2015
Bachelor of Science (BS), Financial Engineering/Mathematical Sciences
Canisius High School
Stifel Financial Corp. June 2014 - August 2014
Hudson Advisor Services, Inc. July 2012 - August 2013
Skills
Microsoft Word, Microsoft Office, Access, PowerPoint, Microsoft Excel, Axys, QuickBooks
Education
State University of New York at Binghamton 2011 — 2015
Bachelor of Science (BS), Financial Engineering/Mathematical Sciences
Canisius High School
Brett Mauzy Brett Mauzy's Stifel Financial Corp. Experience August 1999 - July 2001
Job VP Analytics at Transamerica
Industry Financial Services
Experience
Transamerica March 2014 - Present
Transamerica January 2013 - March 2014
Transamerica October 2009 - January 2013
Transamerica August 2006 - October 2009
Transamerica April 2004 - August 2006
US Bank October 2001 - April 2004
Stifel Financial Corp. August 1999 - July 2001
Skills
Leadership, Coaching, Building Relationships, Business Planning, Strategic Planning, Product Development, Production..., Training, Operating Efficiencies, Solution Selling, Cross Selling, Mentoring, Risk Management, Risk Assessment, Territory Management, Lead Generation, Thought Leadership, Web Content, Management, Investments, New Business Development, Insurance, Sales Management, Strategy, Sales
Education
Colorado State University 1994 — 1998
Bachelor of Science, Economics/Resource Economics
Transamerica March 2014 - Present
Transamerica January 2013 - March 2014
Transamerica October 2009 - January 2013
Transamerica August 2006 - October 2009
Transamerica April 2004 - August 2006
US Bank October 2001 - April 2004
Stifel Financial Corp. August 1999 - July 2001
Skills
Leadership, Coaching, Building Relationships, Business Planning, Strategic Planning, Product Development, Production..., Training, Operating Efficiencies, Solution Selling, Cross Selling, Mentoring, Risk Management, Risk Assessment, Territory Management, Lead Generation, Thought Leadership, Web Content, Management, Investments, New Business Development, Insurance, Sales Management, Strategy, Sales
Education
Colorado State University 1994 — 1998
Bachelor of Science, Economics/Resource Economics
Amber Barger Amber Barger's Stifel Financial Corp. Experience August 2015 - Present
Job Jr. PCG Branch Examiner
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
USAA November 2013 - April 2015
Thrivent Financial March 2012 - November 2013
Williams Financial Group November 2010 - October 2011
Charles Schwab June 2010 - November 2010
Raymond James Financial May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities) March 2006 - May 2008
A.G. Edwards October 2004 - March 2006
Alvarado Parkway Institute March 2003 - May 2004
Education
Alliant International University-San Diego Cornerstone Court 1999 — 2004
M.A., Clinical Psychology
Alliant International University-San Diego Scripps Ranch 1999 — 2004
M.A., Clinical Psychology
California School of Professional Psychology at Alliant International University 1999 — 2002
M.A, Clinical Psychology
McKendree College 1995 — 1999
B.A., Psychology
Belleville Township High School West 1992 — 1995
High School, General Studies
Stifel Financial Corp. August 2015 - Present
USAA November 2013 - April 2015
Thrivent Financial March 2012 - November 2013
Williams Financial Group November 2010 - October 2011
Charles Schwab June 2010 - November 2010
Raymond James Financial May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities) March 2006 - May 2008
A.G. Edwards October 2004 - March 2006
Alvarado Parkway Institute March 2003 - May 2004
Education
Alliant International University-San Diego Cornerstone Court 1999 — 2004
M.A., Clinical Psychology
Alliant International University-San Diego Scripps Ranch 1999 — 2004
M.A., Clinical Psychology
California School of Professional Psychology at Alliant International University 1999 — 2002
M.A, Clinical Psychology
McKendree College 1995 — 1999
B.A., Psychology
Belleville Township High School West 1992 — 1995
High School, General Studies
Brian Kutsmeda Brian Kutsmeda's Stifel Financial Corp. Experience June 2004 - December 2007
Job Managing Director Investments, Complex Manager at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
Kyle Rudolph's Stifel Financial Corp. Experience May 2012 - August 2012
Job Incoming Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Office Depot May 2013 - August 2013
Stifel Financial Corp. May 2012 - August 2012
Close Concerns May 2011 - August 2011
Education
Amherst College 2011 — 2015
History, 3.4 Cumulative; 3.6 Major
Charles University in Prague 2014 — 2014
Central European Studies, 3.8
Merrill Lynch April 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Office Depot May 2013 - August 2013
Stifel Financial Corp. May 2012 - August 2012
Close Concerns May 2011 - August 2011
Education
Amherst College 2011 — 2015
History, 3.4 Cumulative; 3.6 Major
Charles University in Prague 2014 — 2014
Central European Studies, 3.8
Maria Klioutcheva, CFA Maria Klioutcheva, CFA's Stifel Financial Corp. Experience February 2015 - Present
Job Associate Analyst Stifel Equity Research
Industry Research
Experience
Stifel Financial Corp. February 2015 - Present
Bermuda Investment Advisory Services Limited June 2014 - January 2015
VisualDoD, LLC April 2013 - May 2014
Morgan Stanley June 2012 - January 2013
Federal Reserve Board October 2009 - June 2012
Federal Reserve Board January 2006 - September 2009
Lincoln Financial Advisors August 2005 - December 2005
Morgan Stanley 2002 - 2002
Skills
Capital Markets, Banking, Research, Financial Analysis, Investor Relations, Writing, Financial Statement..., Equity Valuation, Economic Policy, Monetary Policy, Systemic Risk, Bloomberg Terminal, Modeling, International Economics, Financial Markets, Economics, Networking, Analysis, Portfolio Management, Project Management, Credit Risk, Equity Research, Hedge Funds, Macroeconomics, Options, Investments, Bloomberg, Fixed Income, Series 7, French, Financial Modeling, Derivatives, Asset Management, Asset Allocation, Investment Strategies, Wealth Management, Investment Management
Education
The George Washington University - School of Business 2007 — 2009
Master of Science in Finance, Finance
The George Washington University 2001 — 2005
Bachelor of Arts, International Affairs, Economics, Business Administration
Institut d'Etudes politiques de Paris 2003 — 2003
Blekinge Institute of Technology 2010 — 2010
Distance Learning Course, Introduction to Strategic Sustainable Development
Middlebury College 2002 — 2002
French Immersion Program
Stifel Financial Corp. February 2015 - Present
Bermuda Investment Advisory Services Limited June 2014 - January 2015
VisualDoD, LLC April 2013 - May 2014
Morgan Stanley June 2012 - January 2013
Federal Reserve Board October 2009 - June 2012
Federal Reserve Board January 2006 - September 2009
Lincoln Financial Advisors August 2005 - December 2005
Morgan Stanley 2002 - 2002
Skills
Capital Markets, Banking, Research, Financial Analysis, Investor Relations, Writing, Financial Statement..., Equity Valuation, Economic Policy, Monetary Policy, Systemic Risk, Bloomberg Terminal, Modeling, International Economics, Financial Markets, Economics, Networking, Analysis, Portfolio Management, Project Management, Credit Risk, Equity Research, Hedge Funds, Macroeconomics, Options, Investments, Bloomberg, Fixed Income, Series 7, French, Financial Modeling, Derivatives, Asset Management, Asset Allocation, Investment Strategies, Wealth Management, Investment Management
Education
The George Washington University - School of Business 2007 — 2009
Master of Science in Finance, Finance
The George Washington University 2001 — 2005
Bachelor of Arts, International Affairs, Economics, Business Administration
Institut d'Etudes politiques de Paris 2003 — 2003
Blekinge Institute of Technology 2010 — 2010
Distance Learning Course, Introduction to Strategic Sustainable Development
Middlebury College 2002 — 2002
French Immersion Program
Alexander Halpern's Stifel Financial Corp. Experience January 2015 - Present
Job Investment Banking Associate at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. March 2014 - Present
Needham & Company July 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance & Marketing
Greenwich High School 2005 — 2008
Greenwich Country Day School
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. March 2014 - Present
Needham & Company July 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance & Marketing
Greenwich High School 2005 — 2008
Greenwich Country Day School
Christa Cappel's Stifel Financial Corp. Experience November 2005 - May 2007
Job Business Analyst at Stonegate Mortgage
Industry Accounting
Experience
Stonegate Mortgage February 2013 - Present
Technology Partnership Group September 2012 - February 2013
Indiana Department of Workforce Development May 2011 - September 2012
Indiana Department of Workforce Development May 2010 - May 2011
Indiana State Board of Accounts May 2007 - April 2009
Stifel Financial Corp. November 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Photoshop, Dreamweaver, SharePoint, MS Project, Mainframe, Oracle Project..., PeopleSoft, Process Improvement, Project Management, Auditing
Education
Ball State University 1999 — 2005
Bachelor of Science (B.S.), Accounting and Advertising
Ball State London Centre 2003 — 2003
Stonegate Mortgage February 2013 - Present
Technology Partnership Group September 2012 - February 2013
Indiana Department of Workforce Development May 2011 - September 2012
Indiana Department of Workforce Development May 2010 - May 2011
Indiana State Board of Accounts May 2007 - April 2009
Stifel Financial Corp. November 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Photoshop, Dreamweaver, SharePoint, MS Project, Mainframe, Oracle Project..., PeopleSoft, Process Improvement, Project Management, Auditing
Education
Ball State University 1999 — 2005
Bachelor of Science (B.S.), Accounting and Advertising
Ball State London Centre 2003 — 2003
Chris Innes Chris Innes's Stifel Financial Corp. Experience May 2013 - October 2014
Job at GE Capital
Industry Investment Banking
Experience
GE Capital October 2014 - Present
Stifel Financial Corp. May 2013 - October 2014
Cowen and Company April 2012 - May 2013
Aon August 2007 - April 2012
Skills
Financial Modeling, Bloomberg, Valuation, DCF Valuation, Capital Markets, Investments, Equities, Investment Banking, Financial Analysis, Series 63, Series 7, Series 86, Series 87, Mergers, Leveraged Finance, Food Industry, Restaurants, Equity Research, Equity Valuation, Corporate Finance
Education
Colgate University 2003 — 2007
BA, Economics
CFA Program
GE Capital October 2014 - Present
Stifel Financial Corp. May 2013 - October 2014
Cowen and Company April 2012 - May 2013
Aon August 2007 - April 2012
Skills
Financial Modeling, Bloomberg, Valuation, DCF Valuation, Capital Markets, Investments, Equities, Investment Banking, Financial Analysis, Series 63, Series 7, Series 86, Series 87, Mergers, Leveraged Finance, Food Industry, Restaurants, Equity Research, Equity Valuation, Corporate Finance
Education
Colgate University 2003 — 2007
BA, Economics
CFA Program
Matt Clarkson Matt Clarkson's Stifel Financial Corp. Experience August 2014 - August 2014
Job Trading Associate at BTIG
Industry
Experience
BTIG August 2015 - Present
Stifel Financial Corp. August 2014 - August 2014
Schaefer Enterprises, Inc. May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Leadership, Communication
Education
Colgate University 2011 — 2015
History
Chaminade High School 2007 — 2011
BTIG August 2015 - Present
Stifel Financial Corp. August 2014 - August 2014
Schaefer Enterprises, Inc. May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Leadership, Communication
Education
Colgate University 2011 — 2015
History
Chaminade High School 2007 — 2011
Patrick Moroney Patrick Moroney's Stifel Financial Corp. Experience June 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Skills
Investment Banking, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Financial Analysis, Financial Modeling, Economics, Social Media, Data Analysis, Bloomberg, Public Speaking
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Manhasset High School
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Skills
Investment Banking, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Financial Analysis, Financial Modeling, Economics, Social Media, Data Analysis, Bloomberg, Public Speaking
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Manhasset High School
Peter Brockmeyer's Stifel Financial Corp. Experience 2007 - 2007
Job Associate at Miles & Stockbridge, P.C.
Industry Law Practice
Experience
Miles & Stockbridge P.C. September 2015 - Present
Miles & Stockbridge P.C. June 2014 - August 2014
Frommer Lawrence & Haug LLP July 2013 - August 2013
United States District Court for the District of Maryland May 2013 - June 2013
Department of Defense July 2009 - August 2012
The White House - National Economic Council Washington 2008 - 2008
Stifel Financial Corp. 2007 - 2007
Skills
Clearance: TOP..., Economics, Analysis, International Relations, Data Analysis, Government, Statistics, National Security, Research, Defense, Intelligence, Security Clearance, Foreign Policy, Financial Analysis
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
The Johns Hopkins University - Carey Business School 2010 — 2012
Master of Science (MS), Finance
Georgetown University 2005 — 2009
Bachelor of Science (BS), International Economics
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Miles & Stockbridge P.C. September 2015 - Present
Miles & Stockbridge P.C. June 2014 - August 2014
Frommer Lawrence & Haug LLP July 2013 - August 2013
United States District Court for the District of Maryland May 2013 - June 2013
Department of Defense July 2009 - August 2012
The White House - National Economic Council Washington 2008 - 2008
Stifel Financial Corp. 2007 - 2007
Skills
Clearance: TOP..., Economics, Analysis, International Relations, Data Analysis, Government, Statistics, National Security, Research, Defense, Intelligence, Security Clearance, Foreign Policy, Financial Analysis
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.)
The Johns Hopkins University - Carey Business School 2010 — 2012
Master of Science (MS), Finance
Georgetown University 2005 — 2009
Bachelor of Science (BS), International Economics
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Claudia Silvers Claudia Silvers's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
U.S. Commercial Service July 2013 - August 2013
Circumspect Securities, LLC January 2013 - February 2013
WorldBusiness Capital Inc. June 2012 - August 2012
WorldBusiness Capital Inc. June 2011 - August 2011
Skills
Market Research, Manufacturing, Training, Investments, Research, Teamwork, Customer Service, Leadership, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Microsoft Excel, PowerPoint
Education
Bucknell University 2011 — 2015
Economics and Spanish
Bucknell University
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
U.S. Commercial Service July 2013 - August 2013
Circumspect Securities, LLC January 2013 - February 2013
WorldBusiness Capital Inc. June 2012 - August 2012
WorldBusiness Capital Inc. June 2011 - August 2011
Skills
Market Research, Manufacturing, Training, Investments, Research, Teamwork, Customer Service, Leadership, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Microsoft Excel, PowerPoint
Education
Bucknell University 2011 — 2015
Economics and Spanish
Bucknell University
David Ometer David Ometer's Stifel Financial Corp. Experience June 2012 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Wells Fargo June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2013
California Polytechnic State University April 2012 - June 2012
California Polytechnic State University January 2012 - March 2012
United States Soccer Federation June 2006 - August 2011
Skills
Financial Analysis, Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Minitab, Valuation, Management, Matlab, Gauss, Investments, Equities, Corporate Finance, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Finance
Universitat Autònoma de Barcelona 2012 — 2012
Business
Bellarmine College Preparatory 2006 — 2010
High School Diploma
J.P. Morgan August 2014 - Present
Wells Fargo June 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2013
California Polytechnic State University April 2012 - June 2012
California Polytechnic State University January 2012 - March 2012
United States Soccer Federation June 2006 - August 2011
Skills
Financial Analysis, Analysis, PowerPoint, Finance, Microsoft Excel, Microsoft Office, Minitab, Valuation, Management, Matlab, Gauss, Investments, Equities, Corporate Finance, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Finance
Universitat Autònoma de Barcelona 2012 — 2012
Business
Bellarmine College Preparatory 2006 — 2010
High School Diploma
Gordon Sommer's Stifel Financial Corp. Experience May 2011 - August 2011
Job Small Business Lending Advisor at OnDeck
Industry Financial Services
Experience
OnDeck January 2014 - Present
Golub Capital August 2013 - October 2013
The Receivables Exchange May 2012 - August 2012
Stifel Financial Corp. May 2011 - August 2011
Skills
Salesforce.com
Education
Boston College 2009 — 2013
BA, Economics
OnDeck January 2014 - Present
Golub Capital August 2013 - October 2013
The Receivables Exchange May 2012 - August 2012
Stifel Financial Corp. May 2011 - August 2011
Skills
Salesforce.com
Education
Boston College 2009 — 2013
BA, Economics
George Megre, CPA's Stifel Financial Corp. Experience June 2013 - August 2013
Job Senior Financial Analyst at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Stifel Financial Corp. June 2013 - August 2013
Nomura Holding Company October 2010 - July 2012
Rothstein Kass & Company October 2007 - June 2010
Skills
Private Equity, Equities, Fund Of Funds, Financial Analysis, Derivatives, Financial Accounting, Financial Reporting, Auditing, Tax, Accounting, Financial Risk, Risk Management, Fixed Income, Financial Modeling, Investment Banking
Education
Georgetown University, McDonough School of Business 2012 — 2014
Master of Business Administration, Finance
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration; Entrepreneurship and Finance
Marsh & McLennan Agency July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Stifel Financial Corp. June 2013 - August 2013
Nomura Holding Company October 2010 - July 2012
Rothstein Kass & Company October 2007 - June 2010
Skills
Private Equity, Equities, Fund Of Funds, Financial Analysis, Derivatives, Financial Accounting, Financial Reporting, Auditing, Tax, Accounting, Financial Risk, Risk Management, Fixed Income, Financial Modeling, Investment Banking
Education
Georgetown University, McDonough School of Business 2012 — 2014
Master of Business Administration, Finance
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration; Entrepreneurship and Finance
Alvin J Park, CFA's Stifel Financial Corp. Experience June 2014 - Present
Job Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Citigroup March 2011 - May 2014
Grant Thornton November 2009 - March 2011
Huron Consulting Group September 2007 - June 2009
Huron Consulting Group June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Accounting, Music
Stifel Financial Corp. June 2014 - Present
Citigroup March 2011 - May 2014
Grant Thornton November 2009 - March 2011
Huron Consulting Group September 2007 - June 2009
Huron Consulting Group June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Accounting, Music
Matthew Virgilio Matthew Virgilio's Stifel Financial Corp. Experience June 2015 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
NYSE Euronext May 2013 - August 2013
Skills
Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint
Education
Amherst College 2011 — 2015
Psychology
London School of Economics and Political Science
Accounting
Chaminade High School 2007 — 2011
High School Diploma
Stifel Financial Corp. June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
NYSE Euronext May 2013 - August 2013
Skills
Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint
Education
Amherst College 2011 — 2015
Psychology
London School of Economics and Political Science
Accounting
Chaminade High School 2007 — 2011
High School Diploma
Springna Zhao Springna Zhao's Stifel Financial Corp. Experience July 2015 - Present
Job Investment Advisor; Special China Advisor to the Governor's Office of AL
Industry Investment Management
Experience
Stifel Financial Corp. July 2015 - Present
Governor's Office of Alabama May 2014 - Present
Regional Financial Company October 2012 - June 2014
NEXT Financial Group Inc February 2009 - October 2012
Merrill Lynch February 2007 - February 2009
Alabama Development Office May 2006 - March 2007
Korn/Ferry International 2003 - 2004
Education
Auburn University at Montgomery 2005 — 2006
MBA, Finance, General
China Foreign Affairs University 2000 — 2004
B.A., International Relations & English
Stifel Financial Corp. July 2015 - Present
Governor's Office of Alabama May 2014 - Present
Regional Financial Company October 2012 - June 2014
NEXT Financial Group Inc February 2009 - October 2012
Merrill Lynch February 2007 - February 2009
Alabama Development Office May 2006 - March 2007
Korn/Ferry International 2003 - 2004
Education
Auburn University at Montgomery 2005 — 2006
MBA, Finance, General
China Foreign Affairs University 2000 — 2004
B.A., International Relations & English
Sean Borella Sean Borella's Stifel Financial Corp. Experience September 2012 - December 2012
Job Institutional Business Development Associate at RS Investments
Industry Financial Services
Experience
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
Callie McBee Callie McBee's Stifel Financial Corp. Experience July 2011 - July 2012
Job Strategic Operations Manager, Relatable Communicator and Organized Achiever I Military Veteran
Industry Information Services
Experience
Enloe Medical Center June 2014 - May 2015
Department of Veterans Affairs March 2013 - June 2014
Stifel Financial Corp. July 2011 - July 2012
Wells Fargo Advisors February 2007 - July 2011
United States Department of Defense July 2004 - September 2007
United States Air Force August 2000 - May 2002
Skills
Microsoft Office, Public Speaking, Event Planning, Administrative..., Leadership, Teamwork, Time Management, Management, Critical Thinking, Project Management, Research, Social Networking, Social Media, Nonprofits, Public Relations, Office Management, Leadership Development, Salesforce.com, Oracle, QuickBooks, Training, Customer Service, Team Building, Strategic Planning, Policy, Marketing, Sales, Microsoft Excel
Education
Simpson University 2014 — 2015
Bachelor of Arts (BA), Organizational Leadership, Business Administration and Management, General
Butte College 2013 — 2013
Associates of Arts (AA), Social and Behavioral Sciences, Business Administration and Management, General
Enloe Medical Center June 2014 - May 2015
Department of Veterans Affairs March 2013 - June 2014
Stifel Financial Corp. July 2011 - July 2012
Wells Fargo Advisors February 2007 - July 2011
United States Department of Defense July 2004 - September 2007
United States Air Force August 2000 - May 2002
Skills
Microsoft Office, Public Speaking, Event Planning, Administrative..., Leadership, Teamwork, Time Management, Management, Critical Thinking, Project Management, Research, Social Networking, Social Media, Nonprofits, Public Relations, Office Management, Leadership Development, Salesforce.com, Oracle, QuickBooks, Training, Customer Service, Team Building, Strategic Planning, Policy, Marketing, Sales, Microsoft Excel
Education
Simpson University 2014 — 2015
Bachelor of Arts (BA), Organizational Leadership, Business Administration and Management, General
Butte College 2013 — 2013
Associates of Arts (AA), Social and Behavioral Sciences, Business Administration and Management, General
Michelle Holly's Stifel Financial Corp. Experience October 2013 - Present
Job Stifel & Nicolaus
Industry Investment Banking
Experience
Stifel Financial Corp. October 2013 - Present
Bethel University of Tennessee October 2011 - September 2013
Dealer Connect Auto Auction October 2009 - October 2011
Regions Bank October 2005 - October 2009
BancorpSouth April 2000 - October 2005
Skills
Sales Management, Operations Management, Leadership Development, Strategic Planning, Training, Marketing Strategy, Microsoft Excel, Marketing, Sales Process, Public Speaking, Account Management, CRM, Customer Retention, Management, Business Development, Coaching, Process Improvement, PowerPoint, Negotiation, Accounting, Government, Nonprofits, Public Relations, Social Media, Staff Development, Time Management, Social Networking, Sales Presentations, Product Development, Insurance, Call Centers, Cold Calling, Consumer Lending, Forecasting, Recruiting, Analysis, Private Investigations, Banking, Selling, Customer Satisfaction, Leadership, Background Checks, Sales
Education
Protective Asset Protection F&I 2010 — 2010
Finance and Insurance
Coastal Carolina University 1996 — 1998
Jackson Central Merry 1987 — 1990
Stifel Financial Corp. October 2013 - Present
Bethel University of Tennessee October 2011 - September 2013
Dealer Connect Auto Auction October 2009 - October 2011
Regions Bank October 2005 - October 2009
BancorpSouth April 2000 - October 2005
Skills
Sales Management, Operations Management, Leadership Development, Strategic Planning, Training, Marketing Strategy, Microsoft Excel, Marketing, Sales Process, Public Speaking, Account Management, CRM, Customer Retention, Management, Business Development, Coaching, Process Improvement, PowerPoint, Negotiation, Accounting, Government, Nonprofits, Public Relations, Social Media, Staff Development, Time Management, Social Networking, Sales Presentations, Product Development, Insurance, Call Centers, Cold Calling, Consumer Lending, Forecasting, Recruiting, Analysis, Private Investigations, Banking, Selling, Customer Satisfaction, Leadership, Background Checks, Sales
Education
Protective Asset Protection F&I 2010 — 2010
Finance and Insurance
Coastal Carolina University 1996 — 1998
Jackson Central Merry 1987 — 1990
Josh Klassen's Stifel Financial Corp. Experience February 2014 - Present
Job Intern and Assistant at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. February 2014 - Present
Hugpoint LLC 2012 - Present
R&R Exploration October 2007 - August 2013
Whitewater Fire Sprinkler 2006 - 2008
Skills
Video Production, Video Editing, Photography, Marketing, Carpentry, Lawn Care, Landscaping, Landscape Design, Drawing, Logo Design, Web Design, Microsoft Office, Customer Service, Event Planning, Commodity, Trading, Business Development
Education
Crossroads College 2009 — 2013
BS, Business Administration w/ concentration in Sports Management, 3.8
Butler County Community College 2008 — 2008
Gen EDs
Stifel Financial Corp. February 2014 - Present
Hugpoint LLC 2012 - Present
R&R Exploration October 2007 - August 2013
Whitewater Fire Sprinkler 2006 - 2008
Skills
Video Production, Video Editing, Photography, Marketing, Carpentry, Lawn Care, Landscaping, Landscape Design, Drawing, Logo Design, Web Design, Microsoft Office, Customer Service, Event Planning, Commodity, Trading, Business Development
Education
Crossroads College 2009 — 2013
BS, Business Administration w/ concentration in Sports Management, 3.8
Butler County Community College 2008 — 2008
Gen EDs
Sibora Lalaj's Stifel Financial Corp. Experience August 2015 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Goldman Sachs June 2014 - August 2014
NYU Stern School of Business September 2013 - December 2013
UBS September 2012 - December 2012
Exploration Summer Programs June 2012 - August 2012
The Mount Sinai Hospital June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Office, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's Degree, Double Major in Business (Finance Concentration) and Mathematics; Minor in Philosophy
Hunter College High School 2004 — 2011
Hunter College 2010 — 2010
Coursework, Development Economics
Columbia University in the City of New York 2009 — 2009
Coursework, Genetics and Molecular Biology
Cornell University 2009 — 2009
Coursework, Freedom and Justice in the Western Tradition
Stifel Financial Corp. August 2015 - Present
Goldman Sachs June 2014 - August 2014
NYU Stern School of Business September 2013 - December 2013
UBS September 2012 - December 2012
Exploration Summer Programs June 2012 - August 2012
The Mount Sinai Hospital June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Office, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's Degree, Double Major in Business (Finance Concentration) and Mathematics; Minor in Philosophy
Hunter College High School 2004 — 2011
Hunter College 2010 — 2010
Coursework, Development Economics
Columbia University in the City of New York 2009 — 2009
Coursework, Genetics and Molecular Biology
Cornell University 2009 — 2009
Coursework, Freedom and Justice in the Western Tradition
David Haviley's Stifel Financial Corp. Experience January 2012 - May 2012
Job Risk Assurance Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Central DuPage Hospital July 2010 - August 2010
Skills
Financial Analysis, Process Improvement, Strategic Planning, Internal Audit, Finance, Microsoft Excel, Auditing, Management, Market Research, Portfolio Management, Investments, Business Process, Financial Modeling, Financial Risk, Internal Controls
Education
Butler University 2008 — 2012
Bachelor of Science (BS), Finance, General
PwC July 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Central DuPage Hospital July 2010 - August 2010
Skills
Financial Analysis, Process Improvement, Strategic Planning, Internal Audit, Finance, Microsoft Excel, Auditing, Management, Market Research, Portfolio Management, Investments, Business Process, Financial Modeling, Financial Risk, Internal Controls
Education
Butler University 2008 — 2012
Bachelor of Science (BS), Finance, General
Bill Moynihan's Stifel Financial Corp. Experience August 2015 - Present
Job Financial Advisor, First Vice PresidentInvestments at Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Wells Fargo Advisors, LLC January 2004 - August 2015
Army National Guard March 2003 - January 2006
Salomon Smith Barney January 2001 - January 2004
Merrill Lynch November 1997 - January 2001
Selective Insurance October 1992 - November 1997
US Army September 1989 - September 1991
Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Caldwell University 1993 — 1996
B.S., Business Administration
St. Peter's College 1986 — 1988
Business Administration
Stifel Financial Corp. August 2015 - Present
Wells Fargo Advisors, LLC January 2004 - August 2015
Army National Guard March 2003 - January 2006
Salomon Smith Barney January 2001 - January 2004
Merrill Lynch November 1997 - January 2001
Selective Insurance October 1992 - November 1997
US Army September 1989 - September 1991
Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Caldwell University 1993 — 1996
B.S., Business Administration
St. Peter's College 1986 — 1988
Business Administration
Ryan Seaholm Ryan Seaholm's Stifel Financial Corp. Experience June 2014 - Present
Job
Industry Investment Banking
Experience
Stifel Financial Corp. June 2014 - Present
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Corporate Finance, Accounting, Financial Instruments
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctorate, Law
Arizona State University, W. P. Carey School of Business 2001 — 2006
B.S., Business
Stifel Financial Corp. June 2014 - Present
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Corporate Finance, Accounting, Financial Instruments
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctorate, Law
Arizona State University, W. P. Carey School of Business 2001 — 2006
B.S., Business
F. William Van Kirk lll F. William Van Kirk lll's Stifel Financial Corp. Experience 2012 - 2014
Job Financial Advisor at Van Kirk Wealth Advisors
Industry Financial Services
Experience
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2012 - 2014
Education
Auburn University 2002 — 2007
Bachelor's degree, Finance
Auburn University 2002 — 2007
Business Administration & Finance
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2012 - 2014
Education
Auburn University 2002 — 2007
Bachelor's degree, Finance
Auburn University 2002 — 2007
Business Administration & Finance
Conrad Gordon Conrad Gordon's Stifel Financial Corp. Experience 2012 - Present
Job Capital Markets Compliance Stifel Financial Corp.
Industry Legal Services
Experience
Stifel Financial Corp. 2012 - Present
Financial Industry Regulatory Authority January 2012 - May 2012
Stifel Nicolaus & Company, Inc. May 2010 - January 2012
Zachys Wine Auctions Inc October 2007 - October 2009
Skills
Strategic Planning, Valuation, Investments, Financial Modeling, Securities, Due Diligence
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Business Law
Duke University 2001 — 2005
Bachelor of Arts, History
Stifel Financial Corp. 2012 - Present
Financial Industry Regulatory Authority January 2012 - May 2012
Stifel Nicolaus & Company, Inc. May 2010 - January 2012
Zachys Wine Auctions Inc October 2007 - October 2009
Skills
Strategic Planning, Valuation, Investments, Financial Modeling, Securities, Due Diligence
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Business Law
Duke University 2001 — 2005
Bachelor of Arts, History
Charles Poillon's Stifel Financial Corp. Experience July 2013 - January 2014
Job Equity Research Associate Director at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank February 2014 - Present
Stifel Financial Corp. July 2013 - January 2014
UBS Investment Bank January 2012 - August 2012
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Financial Analysis, Equity Research, Portfolio Management, Capital Markets, Investments, Microsoft Excel, Equity Valuation, DCF, Multiples, Impact Investing, Financial Statement..., Financial Engineering, Corporate Finance, Accounting, Programming, Precedent Transactions..., Accretion Dilution..., Comparable Analysis
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Financial Engineering
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Management Information Systems
Mt. Sinai High School 2004 — 2008
Advanced Regents Diploma with Honors
UBS Investment Bank February 2014 - Present
Stifel Financial Corp. July 2013 - January 2014
UBS Investment Bank January 2012 - August 2012
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Financial Analysis, Equity Research, Portfolio Management, Capital Markets, Investments, Microsoft Excel, Equity Valuation, DCF, Multiples, Impact Investing, Financial Statement..., Financial Engineering, Corporate Finance, Accounting, Programming, Precedent Transactions..., Accretion Dilution..., Comparable Analysis
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Financial Engineering
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Management Information Systems
Mt. Sinai High School 2004 — 2008
Advanced Regents Diploma with Honors
Brittany Parker's Stifel Financial Corp. Experience March 2014 - Present
Job Relationship Management at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. March 2014 - Present
Edward Jones June 2012 - March 2014
Edward Jones June 2011 - June 2012
Education
Arizona State University 2007 — 2011
Bachelor, Psychology
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Stifel Financial Corp. March 2014 - Present
Edward Jones June 2012 - March 2014
Edward Jones June 2011 - June 2012
Education
Arizona State University 2007 — 2011
Bachelor, Psychology
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Thomas Logan Thomas Logan's Stifel Financial Corp. Experience January 2012 - May 2012
Job Graduate Student
Industry Financial Services
Experience
J.P. Morgan February 2013 - August 2015
Fisher Investments September 2012 - January 2013
Stifel Financial Corp. January 2012 - May 2012
Stifel Financial Corp. June 2011 - August 2011
Skills
Macroeconomics, Econometrics, Portfolio Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Economics
California State University-Chico 2007 — 2012
B.S. & B.A., Finance & Economics [Honors]
Copenhagen Business School 2010 — 2010
J.P. Morgan February 2013 - August 2015
Fisher Investments September 2012 - January 2013
Stifel Financial Corp. January 2012 - May 2012
Stifel Financial Corp. June 2011 - August 2011
Skills
Macroeconomics, Econometrics, Portfolio Management, Financial Modeling
Education
New York University 2015 — 2017
Master’s Degree, Economics
California State University-Chico 2007 — 2012
B.S. & B.A., Finance & Economics [Honors]
Copenhagen Business School 2010 — 2010
Tara Goins Tara Goins's Stifel Financial Corp. Experience April 2007 - July 2008
Job Financial Advisor of The DiGregorioGoins Group
Industry Financial Services
Experience
Janney Montgomery Scott LLC February 2015 - Present
Oppenheimer & Co. Inc. July 2008 - February 2015
Stifel Financial Corp. April 2007 - July 2008
Ryan Beck & Co. July 2004 - April 2007
Skills
Finance, Investments, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Financial Planning, Retirement
Education
City University of New York-Hunter College
Curtis High School
Janney Montgomery Scott LLC February 2015 - Present
Oppenheimer & Co. Inc. July 2008 - February 2015
Stifel Financial Corp. April 2007 - July 2008
Ryan Beck & Co. July 2004 - April 2007
Skills
Finance, Investments, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Financial Planning, Retirement
Education
City University of New York-Hunter College
Curtis High School
Luke Brewer's Stifel Financial Corp. Experience June 2014 - Present
Job Public Finance Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. June 2014 - Present
HarbourVest Partners October 2013 - March 2014
PwC June 2013 - October 2013
Northeastern University January 2012 - March 2013
The Injury Care Center April 2012 - August 2012
Pennsylvania Leadership Charter School June 2011 - September 2011
Education
Northeastern University 2011 — 2016
Bachelor's of Science in Business Administration
Queen Mary University of London 2015 — 2015
Study abroad
Háskólinn í Reykjavík 2014 — 2014
Study abroad
Stifel Financial Corp. June 2014 - Present
HarbourVest Partners October 2013 - March 2014
PwC June 2013 - October 2013
Northeastern University January 2012 - March 2013
The Injury Care Center April 2012 - August 2012
Pennsylvania Leadership Charter School June 2011 - September 2011
Education
Northeastern University 2011 — 2016
Bachelor's of Science in Business Administration
Queen Mary University of London 2015 — 2015
Study abroad
Háskólinn í Reykjavík 2014 — 2014
Study abroad
Pete van Dyk's Stifel Financial Corp. Experience July 2009 - Present
Job Senior Mutual Fund/529 Plan Marketing Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2009 - Present
Chase November 2005 - July 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Asset Management, Asset Allocation
Education
Ball State University 1995 — 2000
Marketing
Stifel Financial Corp. July 2009 - Present
Chase November 2005 - July 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Asset Management, Asset Allocation
Education
Ball State University 1995 — 2000
Marketing
Benjamin Schuster Benjamin Schuster's Stifel Financial Corp. Experience September 2014 - December 2014
Job Mutual Fund Accountant at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
CSU College of Business January 2015 - May 2015
Stifel Financial Corp. September 2014 - December 2014
MassMutual Financial Group 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Management, Teamwork, Time Management, Finance, Customer Service, Networking, Communication, Economics, Research, Public Speaking, Data Analysis, Macroeconomics
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Economics
State Street May 2015 - Present
CSU College of Business January 2015 - May 2015
Stifel Financial Corp. September 2014 - December 2014
MassMutual Financial Group 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Management, Teamwork, Time Management, Finance, Customer Service, Networking, Communication, Economics, Research, Public Speaking, Data Analysis, Macroeconomics
Education
California State University-Chico 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Economics
Hitesh Mulani's Stifel Financial Corp. Experience July 2013 - June 2015
Job Senior Manager, Corporate Development
Industry Information Technology and Services
Experience
Accela August 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Deloitte January 2013 - April 2013
Piper Jaffray May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Time Management, Business Valuation, LBO, Alternative Investments, Equity Valuation, Financial Markets, Emerging Markets, M&A experience, IPO, Corporate Development, Credit Analysis, Leveraged Finance
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Graduated Magna Cum Laude GPA 3.82
Francis Lewis High School
Advanced Regents Diploma with Honors
Accela August 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Deloitte January 2013 - April 2013
Piper Jaffray May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Time Management, Business Valuation, LBO, Alternative Investments, Equity Valuation, Financial Markets, Emerging Markets, M&A experience, IPO, Corporate Development, Credit Analysis, Leveraged Finance
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Graduated Magna Cum Laude GPA 3.82
Francis Lewis High School
Advanced Regents Diploma with Honors
Allison Xiao's Stifel Financial Corp. Experience December 2014 - Present
Job Recruiting Intern at Stifel Financial Corp.
Industry Human Resources
Experience
Stifel Financial Corp. December 2014 - Present
Ascend - Baruch May 2014 - May 2015
Baruch College March 2013 - December 2014
McGraw Hill Financial May 2014 - October 2014
Ascend - Baruch May 2013 - May 2014
Imowitz Koenig & Co., LLP January 2014 - April 2014
Baruch College May 2013 - February 2014
The New York Public Library September 2008 - May 2012
Skills
Leadership, Teamwork, PowerPoint, Microsoft Excel, Access, Change Management, Microsoft Word, Microsoft Office, Data Analysis, Research, Outlook, Critical Thinking, Time Management, Data Entry, English, Public Speaking, Social Media, Customer Service
Education
City University of New York-Baruch College 2012 — 2016
Industrial and Organizational Psychology
Stuyvesant High School 2008 — 2012
High School
Stifel Financial Corp. December 2014 - Present
Ascend - Baruch May 2014 - May 2015
Baruch College March 2013 - December 2014
McGraw Hill Financial May 2014 - October 2014
Ascend - Baruch May 2013 - May 2014
Imowitz Koenig & Co., LLP January 2014 - April 2014
Baruch College May 2013 - February 2014
The New York Public Library September 2008 - May 2012
Skills
Leadership, Teamwork, PowerPoint, Microsoft Excel, Access, Change Management, Microsoft Word, Microsoft Office, Data Analysis, Research, Outlook, Critical Thinking, Time Management, Data Entry, English, Public Speaking, Social Media, Customer Service
Education
City University of New York-Baruch College 2012 — 2016
Industrial and Organizational Psychology
Stuyvesant High School 2008 — 2012
High School
Monique Polanco's Stifel Financial Corp. Experience April 2013 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
TFI Family Services April 2013 - April 2014
Security Benefit March 2009 - August 2011
Skills
Series 7, Series 63, Life Insurance, Health Insurance, Financial Services, Insurance, Customer Service, Administrative..., Event Planning, Microsoft Office, Public Speaking, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Outlook, Customer Satisfaction, Office Management, Event Management, Public Relations, Telephone Skills, Office Administration, Data Entry
Education
Washburn University 2004 — 2009
Bachelor of Arts (B.A.), Anthropology
Allen County Community College 2001 — 2002
Biology, General
Stifel Financial Corp. April 2013 - Present
TFI Family Services April 2013 - April 2014
Security Benefit March 2009 - August 2011
Skills
Series 7, Series 63, Life Insurance, Health Insurance, Financial Services, Insurance, Customer Service, Administrative..., Event Planning, Microsoft Office, Public Speaking, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Outlook, Customer Satisfaction, Office Management, Event Management, Public Relations, Telephone Skills, Office Administration, Data Entry
Education
Washburn University 2004 — 2009
Bachelor of Arts (B.A.), Anthropology
Allen County Community College 2001 — 2002
Biology, General
Joseph Lambert Joseph Lambert's Stifel Financial Corp. Experience February 2010 - November 2010
Job External Retirement Advisor Consultant
Industry Investment Management
Experience
PIMCO September 2015 - Present
PIMCO November 2010 - Present
Stifel Financial Corp. February 2010 - November 2010
Stifel Financial Corp. October 2008 - February 2010
Skills
Series 7, Series 66, Mutual Funds, Uniform Combined State...
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
PIMCO September 2015 - Present
PIMCO November 2010 - Present
Stifel Financial Corp. February 2010 - November 2010
Stifel Financial Corp. October 2008 - February 2010
Skills
Series 7, Series 66, Mutual Funds, Uniform Combined State...
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Graham DeOrsay's Stifel Financial Corp. Experience September 2013 - May 2014
Job Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings August 2014 - Present
Stifel Financial Corp. September 2013 - May 2014
Bloomberg LP January 2013 - May 2014
Marshall & Sterling January 2013 - June 2013
Skills
Credit Analysis, Structured Finance, Credit Rating, Financial Analysis, Financial Statements, Investments, Project Management, Communication, Financial Modeling, Microsoft Excel, Fixed Income Analysis, Loan Portfolio Analysis, Structured Credit, CLO, CDO, Investment Research
Education
SUNY New Paltz 2010 — 2014
Bachelor of Science (B.S.), Finance Major/English Minor, 3.4
Long Island Lutheran High School 2006 — 2010
Bloomberg Institute, BAT Campus Ambassadors
Campus Ambassador Program
Fitch Ratings August 2014 - Present
Stifel Financial Corp. September 2013 - May 2014
Bloomberg LP January 2013 - May 2014
Marshall & Sterling January 2013 - June 2013
Skills
Credit Analysis, Structured Finance, Credit Rating, Financial Analysis, Financial Statements, Investments, Project Management, Communication, Financial Modeling, Microsoft Excel, Fixed Income Analysis, Loan Portfolio Analysis, Structured Credit, CLO, CDO, Investment Research
Education
SUNY New Paltz 2010 — 2014
Bachelor of Science (B.S.), Finance Major/English Minor, 3.4
Long Island Lutheran High School 2006 — 2010
Bloomberg Institute, BAT Campus Ambassadors
Campus Ambassador Program
Andrew Balch's Stifel Financial Corp. Experience May 2015 - August 2015
Job Student at Butler University
Industry Higher Education
Experience
Butler University August 2012 - Present
Butler University November 2012 - Present
Stifel Financial Corp. May 2015 - August 2015
Camp Tecumseh YMCA May 2012 - August 2014
Skills
Volunteering, People-oriented, Energetic Leader, Determined to Succeed, Public Speaking, Motivation, Microsoft Office, Microsoft Excel, Microsoft SQL Server
Education
Butler University - College of Business Administration 2012 — 2016
Finance & Management Information Systems Double Major
WHU – Otto Beisheim School of Management
Finance & Management Information Systems Double Major
Butler University August 2012 - Present
Butler University November 2012 - Present
Stifel Financial Corp. May 2015 - August 2015
Camp Tecumseh YMCA May 2012 - August 2014
Skills
Volunteering, People-oriented, Energetic Leader, Determined to Succeed, Public Speaking, Motivation, Microsoft Office, Microsoft Excel, Microsoft SQL Server
Education
Butler University - College of Business Administration 2012 — 2016
Finance & Management Information Systems Double Major
WHU – Otto Beisheim School of Management
Finance & Management Information Systems Double Major
Rob Dickinson Rob Dickinson's Stifel Financial Corp. Experience July 2015 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Banking
Experience
Stifel Financial Corp. July 2015 - Present
All College Storage February 2012 - September 2014
Stifel Financial Corp. June 2014 - August 2014
Walnut Grove Capital Partners May 2013 - August 2013
Skills
Market Research, Microsoft Excel, Evernote, Payroll, Organizational..., Hiring, Job Scheduling, PowerPoint, Prezi
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Stifel Financial Corp. July 2015 - Present
All College Storage February 2012 - September 2014
Stifel Financial Corp. June 2014 - August 2014
Walnut Grove Capital Partners May 2013 - August 2013
Skills
Market Research, Microsoft Excel, Evernote, Payroll, Organizational..., Hiring, Job Scheduling, PowerPoint, Prezi
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Rita Blinetsky Rita Blinetsky's Stifel Financial Corp. Experience August 2012 - December 2012
Job Credit Analyst at AmericanWest Bank
Industry Financial Services
Experience
AmericanWest Bank June 2014 - Present
Farmers National Bank January 2013 - May 2013
Stifel Financial Corp. August 2012 - December 2012
BluePrint Technologies Central Region May 2012 - August 2012
Skills
Analysis, Telecommunications, Direct Sales, Call Centers, Management, Account Management, Sales, Customer Service, Strategic Planning, Project Management, Business Strategy, Strategy, Budgets, Microsoft Office, Process Improvement, Cross-functional Team..., Marketing, Team Leadership
Education
Centre College 2009 — 2013
Bachelor of Science (BS), Financial Economics, Senior
Centre College 2009 — 2013
Bachelor of Science (B.S.), Financial Economics
AmericanWest Bank June 2014 - Present
Farmers National Bank January 2013 - May 2013
Stifel Financial Corp. August 2012 - December 2012
BluePrint Technologies Central Region May 2012 - August 2012
Skills
Analysis, Telecommunications, Direct Sales, Call Centers, Management, Account Management, Sales, Customer Service, Strategic Planning, Project Management, Business Strategy, Strategy, Budgets, Microsoft Office, Process Improvement, Cross-functional Team..., Marketing, Team Leadership
Education
Centre College 2009 — 2013
Bachelor of Science (BS), Financial Economics, Senior
Centre College 2009 — 2013
Bachelor of Science (B.S.), Financial Economics
Elizabeth Armon's Stifel Financial Corp. Experience June 2014 - September 2014
Job Student at California Polytechnic State University
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Stifel Financial Corp. June 2014 - September 2014
Skills
Teamwork, Corporate Communications, Fixed Income, Financial Analysis, Corporate Finance, Marketing Communications, Equities, Investments, Leadership, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Management, Microsoft Excel, Customer Service, Social Media, Time Management
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor of Arts (BA), Business/Corporate Communications
Coeur d' Alene High School 2008 — 2012
Bank of America Merrill Lynch June 2015 - Present
Stifel Financial Corp. June 2014 - September 2014
Skills
Teamwork, Corporate Communications, Fixed Income, Financial Analysis, Corporate Finance, Marketing Communications, Equities, Investments, Leadership, Event Planning, Microsoft Office, PowerPoint, Microsoft Word, Management, Microsoft Excel, Customer Service, Social Media, Time Management
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor of Arts (BA), Business/Corporate Communications
Coeur d' Alene High School 2008 — 2012
Adam Daney Adam Daney's Stifel Financial Corp. Experience September 2013 - Present
Job Institutional Equity Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
Entercom June 2011 - July 2012
Morgan, Lewis & Bockius LLP June 2009 - June 2011
Richardson November 2008 - March 2009
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Business Administration (MBA), International Business
ENPC MBA Paris - ENPC School of International Management 2012 — 2013
Master of Business Administration (MBA), International Business
Albright College 2004 — 2008
Bachelor of Arts (BA), History
Stifel Financial Corp. September 2013 - Present
Entercom June 2011 - July 2012
Morgan, Lewis & Bockius LLP June 2009 - June 2011
Richardson November 2008 - March 2009
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Business Administration (MBA), International Business
ENPC MBA Paris - ENPC School of International Management 2012 — 2013
Master of Business Administration (MBA), International Business
Albright College 2004 — 2008
Bachelor of Arts (BA), History
Dana Calderwood - Spencer Dana Calderwood - Spencer's Stifel Financial Corp. Experience October 2014 - Present
Job Registered Client Services Associated
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Waddell & Reed/Ivy Funds 2010 - 2012
Expert Plan Retirement Services March 2007 - September 2010
ADP Retirement Services March 2007 - September 2010
Sanders Booze Capital Advisors-RIA January 2006 - January 2007
Balcony Financial-Berthel Fisher & Company July 2003 - January 2005
Edward Jones June 1998 - July 2003
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Finance, Selling, Banking, CRM, Financial Advisory, Estate Planning, Trading, Sales, Sales Operations, Financial Markets, Marketing, Bonds, Sales Process, Asset Management, 401k, Relationship Management, Investment Advisory, Customer Service, Securities, Retirement, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
Kansas State University 1992 — 1996
B.S, Business Administration-Management
College of the Desert 1990 — 1992
Stifel Financial Corp. October 2014 - Present
Waddell & Reed/Ivy Funds 2010 - 2012
Expert Plan Retirement Services March 2007 - September 2010
ADP Retirement Services March 2007 - September 2010
Sanders Booze Capital Advisors-RIA January 2006 - January 2007
Balcony Financial-Berthel Fisher & Company July 2003 - January 2005
Edward Jones June 1998 - July 2003
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Finance, Selling, Banking, CRM, Financial Advisory, Estate Planning, Trading, Sales, Sales Operations, Financial Markets, Marketing, Bonds, Sales Process, Asset Management, 401k, Relationship Management, Investment Advisory, Customer Service, Securities, Retirement, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
Kansas State University 1992 — 1996
B.S, Business Administration-Management
College of the Desert 1990 — 1992
Arya Mortazavi's Stifel Financial Corp. Experience January 2015 - May 2015
Job Institutional Credit Sales at RW Baird Co.
Industry Financial Services
Experience
Rw Baird Co Inc May 2015 - Present
Stifel Financial Corp. January 2015 - May 2015
Songer & Associate (Vision Partners) January 2015 - March 2015
Colby College September 2010 - May 2014
Brown Brothers Harriman June 2013 - August 2013
i2 Capital Group June 2012 - August 2012
The Althing Group June 2011 - August 2011
The Jesse Hubbard Lacrosse Experience June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Editing, Data Analysis, Economics, Strategic Planning, Investments, Market Research, Statistics, Sweaters
Education
Colby College 2011 — 2014
Bachelor's degree, Major:Economics with Financial Markets Concetration, Minor: Administrative Science
St. Albans School 2007 — 2010
Rw Baird Co Inc May 2015 - Present
Stifel Financial Corp. January 2015 - May 2015
Songer & Associate (Vision Partners) January 2015 - March 2015
Colby College September 2010 - May 2014
Brown Brothers Harriman June 2013 - August 2013
i2 Capital Group June 2012 - August 2012
The Althing Group June 2011 - August 2011
The Jesse Hubbard Lacrosse Experience June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Editing, Data Analysis, Economics, Strategic Planning, Investments, Market Research, Statistics, Sweaters
Education
Colby College 2011 — 2014
Bachelor's degree, Major:Economics with Financial Markets Concetration, Minor: Administrative Science
St. Albans School 2007 — 2010
Andy Frukacz's Stifel Financial Corp. Experience August 2012 - June 2014
Job Midwest Operations Manager at Drizly
Industry Wine and Spirits
Experience
Drizly March 2015 - Present
Beam Suntory July 2014 - March 2015
Stifel Financial Corp. August 2012 - June 2014
FBR June 2011 - July 2012
Morgan Keegan Technology Group June 2010 - August 2010
The Omerta Group June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Underwriting, Capital Markets, Securities, Financial Analysis, Presentation Preparation, Enterprise Valuation, Equity Valuation, Business Valuation, Valuation
Education
Boston College 2007 — 2011
B.Sc., Finance; Corporate Reporting and Financial Statement Analysis
The London School of Economics and Political Science (LSE) 2009 — 2009
International Business Environment
Loyola Academy 2003 — 2007
High School
Drizly March 2015 - Present
Beam Suntory July 2014 - March 2015
Stifel Financial Corp. August 2012 - June 2014
FBR June 2011 - July 2012
Morgan Keegan Technology Group June 2010 - August 2010
The Omerta Group June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Underwriting, Capital Markets, Securities, Financial Analysis, Presentation Preparation, Enterprise Valuation, Equity Valuation, Business Valuation, Valuation
Education
Boston College 2007 — 2011
B.Sc., Finance; Corporate Reporting and Financial Statement Analysis
The London School of Economics and Political Science (LSE) 2009 — 2009
International Business Environment
Loyola Academy 2003 — 2007
High School
Dan Felice Dan Felice's Stifel Financial Corp. Experience January 2011 - March 2011
Job Broker Associate at Baird & Warner
Industry Real Estate
Experience
Baird & Warner December 2014 - Present
ComEd April 2013 - December 2013
CB&I December 2012 - March 2013
ComEd April 2012 - December 2012
DuPage County June 2006 - September 2011
Stifel Financial Corp. January 2011 - March 2011
Skills
Municipalities, Municipal Bonds, Management, Real Estate, Landlord/Tenant Matters, Marketing, Microsoft Excel, Microsoft Office, Sales, Customer Service
Education
Carroll University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
St. Francis High School 2003 — 2007
Baird & Warner December 2014 - Present
ComEd April 2013 - December 2013
CB&I December 2012 - March 2013
ComEd April 2012 - December 2012
DuPage County June 2006 - September 2011
Stifel Financial Corp. January 2011 - March 2011
Skills
Municipalities, Municipal Bonds, Management, Real Estate, Landlord/Tenant Matters, Marketing, Microsoft Excel, Microsoft Office, Sales, Customer Service
Education
Carroll University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
St. Francis High School 2003 — 2007
Michael Ahrendt's Stifel Financial Corp. Experience August 2012 - August 2012
Job Private Banking Analyst
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Valley National Bank February 2014 - October 2014
Ameriprise Financial Services, Inc. May 2013 - December 2013
Stifel Financial Corp. August 2012 - August 2012
Skills
Bloomberg Terminal, Financial Analysis, Data Analysis, Factset, ThomsonOne, Cash Flow Analysis, JavaScript, Securities Based Lending, Credit Analysis, Collateral Analysis, Morningstar
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance; Liberal Studies; Global Perspectives, 3.5 GPA
Morgan Stanley May 2015 - Present
Valley National Bank February 2014 - October 2014
Ameriprise Financial Services, Inc. May 2013 - December 2013
Stifel Financial Corp. August 2012 - August 2012
Skills
Bloomberg Terminal, Financial Analysis, Data Analysis, Factset, ThomsonOne, Cash Flow Analysis, JavaScript, Securities Based Lending, Credit Analysis, Collateral Analysis, Morningstar
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance; Liberal Studies; Global Perspectives, 3.5 GPA
Bobby Jones's Stifel Financial Corp. Experience July 2013 - July 2015
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - July 2015
FBR June 2012 - August 2012
United States Senate January 2012 - April 2012
Fleishman-Hillard June 2011 - August 2011
Gateway Commercial/ Summit Realty Ventures May 2010 - August 2010
Education
American University - Kogod School of Business 2009 — 2013
Business Administration, Finance
The Chinese University of Hong Kong 2011 — 2012
IASP Exchange Program
Saint Louis Priory School 2003 — 2009
Stifel Financial Corp. July 2013 - July 2015
FBR June 2012 - August 2012
United States Senate January 2012 - April 2012
Fleishman-Hillard June 2011 - August 2011
Gateway Commercial/ Summit Realty Ventures May 2010 - August 2010
Education
American University - Kogod School of Business 2009 — 2013
Business Administration, Finance
The Chinese University of Hong Kong 2011 — 2012
IASP Exchange Program
Saint Louis Priory School 2003 — 2009
John Olsen John Olsen's Stifel Financial Corp. Experience September 2013 - Present
Job Chief Compliance Officer at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
AmSouth Investment Services Inc. June 2003 - Present
Morgan Keegan and Company, Inc. January 2007 - September 2013
Allstate Financial Services, LLC January 2000 - May 2003
Deloitte & Touche, LLP May 1997 - January 2000
Securities and Exchange Commission June 1991 - June 1997
Education
Brooklyn Law School
Juris Doctor (J.D.)
St. John's University, New York
Bachelor of Science (B.S.), Finance
The Catholic University of America, Columbus School of Law
Stifel Financial Corp. September 2013 - Present
AmSouth Investment Services Inc. June 2003 - Present
Morgan Keegan and Company, Inc. January 2007 - September 2013
Allstate Financial Services, LLC January 2000 - May 2003
Deloitte & Touche, LLP May 1997 - January 2000
Securities and Exchange Commission June 1991 - June 1997
Education
Brooklyn Law School
Juris Doctor (J.D.)
St. John's University, New York
Bachelor of Science (B.S.), Finance
The Catholic University of America, Columbus School of Law
Stephen Puckowitz, CFA Stephen Puckowitz, CFA's Stifel Financial Corp. Experience 2011 - Present
Job
Industry Investment Management
Experience
Stifel Financial Corp. 2011 - Present
Admiral Capital 2006 - 2011
Morgan Stanley 2004 - 2006
CIBC World Markets 1997 - 2004
Skills
Restructuring, Portfolio Management, Credit, High Yield, Capital Structure, Credit Derivatives, Special Situations, Hedge Funds, Bankruptcy, Investment Banking, Debt Restructuring, Equities, Financial Modeling, Fixed Income, Alternative Investments, Trading, Risk Management, Investments, Capital Markets, Derivatives, Valuation, Options, Bonds, Mergers & Acquisitions, Hedging, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston College
AB, cum laude, Political Science
Stifel Financial Corp. 2011 - Present
Admiral Capital 2006 - 2011
Morgan Stanley 2004 - 2006
CIBC World Markets 1997 - 2004
Skills
Restructuring, Portfolio Management, Credit, High Yield, Capital Structure, Credit Derivatives, Special Situations, Hedge Funds, Bankruptcy, Investment Banking, Debt Restructuring, Equities, Financial Modeling, Fixed Income, Alternative Investments, Trading, Risk Management, Investments, Capital Markets, Derivatives, Valuation, Options, Bonds, Mergers & Acquisitions, Hedging, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston College
AB, cum laude, Political Science
Jonathan Grad Jonathan Grad's Stifel Financial Corp. Experience July 2015 - Present
Job Equity Capital Markets Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Bucknell University - Student Managed Investment Fund August 2014 - May 2015
GE Capital June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Education
Bucknell University 2011 — 2015
School of Management, Accounting and Financial Management
Stifel Financial Corp. July 2015 - Present
Bucknell University - Student Managed Investment Fund August 2014 - May 2015
GE Capital June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Education
Bucknell University 2011 — 2015
School of Management, Accounting and Financial Management
Andrew Scholnick's Stifel Financial Corp. Experience May 2014 - August 2014
Job Research Analyst Intern at Shepherd Kaplan LLC
Industry Financial Services
Experience
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Jack Drew Jack Drew's Stifel Financial Corp. Experience June 2015 - August 2015
Job Student at Amherst College
Industry
Experience
Stifel Financial Corp. June 2015 - August 2015
BISON.co June 2014 - August 2014
UBS Global Asset Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Leadership, Social Media
Education
Amherst College 2012 — 2016
Mathematics
The Loomis Chaffee School
High School
Xaverian Brothers High School 2007 — 2011
High School
Stifel Financial Corp. June 2015 - August 2015
BISON.co June 2014 - August 2014
UBS Global Asset Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Leadership, Social Media
Education
Amherst College 2012 — 2016
Mathematics
The Loomis Chaffee School
High School
Xaverian Brothers High School 2007 — 2011
High School
Daniel Annino Daniel Annino's Stifel Financial Corp. Experience May 2015 - Present
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
eDataSource June 2014 - August 2014
Be the Best Lacrosse Club May 2012 - August 2014
East End Excel Lacrosse May 2013 - September 2013
Skills
Close Attention to..., Critical Thinking, Organizational..., Organizational..., Team Leadership, Teamwork, Energetic team player, Analytic Thinking, Learning Quickly, Highly Reliable, Networking, Social Networking, Microsoft Office, Team-oriented, Goal Oriented, Organization, Communication Skills, Multi Tasking, Salesforce.com, Outlook, ZoomInfo, Lead Generation, Sales, Communication, Public Speaking
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Chaminade High School 2008 — 2012
Stifel Financial Corp. May 2015 - Present
eDataSource June 2014 - August 2014
Be the Best Lacrosse Club May 2012 - August 2014
East End Excel Lacrosse May 2013 - September 2013
Skills
Close Attention to..., Critical Thinking, Organizational..., Organizational..., Team Leadership, Teamwork, Energetic team player, Analytic Thinking, Learning Quickly, Highly Reliable, Networking, Social Networking, Microsoft Office, Team-oriented, Goal Oriented, Organization, Communication Skills, Multi Tasking, Salesforce.com, Outlook, ZoomInfo, Lead Generation, Sales, Communication, Public Speaking
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Chaminade High School 2008 — 2012
Brandon Warnecke Brandon Warnecke's Stifel Financial Corp. Experience June 2015 - Present
Job Financial Planning Associate at Stifel Financial Corp.
Industry Investment Management
Experience
St. Louis Scott Gallagher July 2015 - Present
Stifel Financial Corp. June 2015 - Present
Anheuser-Busch InBev December 2014 - May 2015
Free Lance Film & TV September 2011 - April 2015
Citi May 2014 - August 2014
Fuse Entertainment May 2012 - August 2012
Misher Films May 2012 - August 2012
Opfer Communications January 2012 - May 2012
A102 Studios September 2011 - November 2011
Skills
Editing, Video Editing, Final Cut Pro, Television, Video Production, Customer Service, Group Management, Public Relations, Media Production..., Film Criticism, Coordinating Tasks, Broadcast Television, Photography, Media & Entertainment, Adobe Creative Suite, Skype, Microsoft Office, Customer Satisfaction, Team Leadership, Financial Reporting, Team Building, Finance, Process Improvement, Financial Analysis, Strategic Financial..., Management, Personal Financial..., Sales, Team Management, Financial Risk, Portfolio Management, Managerial Finance, Fundraising, Social Media, Research, Avid Media Composer, Email Management, Mac OS, Collaborative Planning, Communication Skills, Digital Media, Creative Writing, Feature Films, Corporate Finance, Field Producing, Coordinating Events, Office Management, Organizational..., Time Management
Education
Lindenwood University 2014 — 2015
Master of Business Administration (M.B.A.), Investments and Securities, 3.5
Missouri State University 2009 — 2013
Mass Media, Mass Communication/Media Studies, 3.11
Boston University 2012 — 2012
Summer Program, Communication and Media Studies, 4.0
St. Louis Scott Gallagher July 2015 - Present
Stifel Financial Corp. June 2015 - Present
Anheuser-Busch InBev December 2014 - May 2015
Free Lance Film & TV September 2011 - April 2015
Citi May 2014 - August 2014
Fuse Entertainment May 2012 - August 2012
Misher Films May 2012 - August 2012
Opfer Communications January 2012 - May 2012
A102 Studios September 2011 - November 2011
Skills
Editing, Video Editing, Final Cut Pro, Television, Video Production, Customer Service, Group Management, Public Relations, Media Production..., Film Criticism, Coordinating Tasks, Broadcast Television, Photography, Media & Entertainment, Adobe Creative Suite, Skype, Microsoft Office, Customer Satisfaction, Team Leadership, Financial Reporting, Team Building, Finance, Process Improvement, Financial Analysis, Strategic Financial..., Management, Personal Financial..., Sales, Team Management, Financial Risk, Portfolio Management, Managerial Finance, Fundraising, Social Media, Research, Avid Media Composer, Email Management, Mac OS, Collaborative Planning, Communication Skills, Digital Media, Creative Writing, Feature Films, Corporate Finance, Field Producing, Coordinating Events, Office Management, Organizational..., Time Management
Education
Lindenwood University 2014 — 2015
Master of Business Administration (M.B.A.), Investments and Securities, 3.5
Missouri State University 2009 — 2013
Mass Media, Mass Communication/Media Studies, 3.11
Boston University 2012 — 2012
Summer Program, Communication and Media Studies, 4.0
Cecilia D. Whipple, PMP®, SFC™, MBA, MSA's Stifel Financial Corp. Experience February 2015 - April 2015
Job Management Consulting Manager | Finance & Enterprise Performance | Accenture Management Consulting
Industry Accounting
Experience
Accenture July 2015 - Present
KPMG US January 2011 - July 2015
KPMG January 2011 - July 2015
Goldman Sachs April 2015 - May 2015
Stifel Financial Corp. February 2015 - April 2015
National Grid December 2013 - July 2014
Toyota August 2013 - November 2013
Siemens March 2013 - August 2013
National Grid January 2012 - March 2013
Royal Bank of Scotland August 2011 - January 2012
Skills
Financial Management, Business Process..., Project Management, Financial Modeling, Business Development, Internal Audit, CRM, Negotiation, Commercial Lending, Business Integration, Financial Analysis, Management Consulting, Strategic Planning, Business Analysis, Process Improvement, SAP, Financial Sales, Business Strategy, Finance Benchmarking, Finance Transformation, Finance and Accounting..., Finance Governance,..., Finance Strategy, Financial Services, Analysis, Managerial Finance, Finance, Leadership, Program Management, Financial Reporting, Strategic Financial..., Forecasting, Risk Management, Management, Business Planning, Accounting, Internal Controls, Governance, Consulting, Sarbanes-Oxley Act, Banking, Business Process, Mergers & Acquisitions, Enterprise Risk..., Corporate Finance, Financial Risk, Due Diligence, Auditing, Business Transformation, PMP
Education
Bentley University 2009 — 2010
MS, Accountancy
Harvard University 2008 — 2008
Summer School Graduate Courses, Mergers & Acquisitions, Quantitative Methods
HULT International Business School 2007 — 2008
MBA, Finance Global Business
Rutgers Business School
Bachelor of Science (BS), Finance
Accenture July 2015 - Present
KPMG US January 2011 - July 2015
KPMG January 2011 - July 2015
Goldman Sachs April 2015 - May 2015
Stifel Financial Corp. February 2015 - April 2015
National Grid December 2013 - July 2014
Toyota August 2013 - November 2013
Siemens March 2013 - August 2013
National Grid January 2012 - March 2013
Royal Bank of Scotland August 2011 - January 2012
Skills
Financial Management, Business Process..., Project Management, Financial Modeling, Business Development, Internal Audit, CRM, Negotiation, Commercial Lending, Business Integration, Financial Analysis, Management Consulting, Strategic Planning, Business Analysis, Process Improvement, SAP, Financial Sales, Business Strategy, Finance Benchmarking, Finance Transformation, Finance and Accounting..., Finance Governance,..., Finance Strategy, Financial Services, Analysis, Managerial Finance, Finance, Leadership, Program Management, Financial Reporting, Strategic Financial..., Forecasting, Risk Management, Management, Business Planning, Accounting, Internal Controls, Governance, Consulting, Sarbanes-Oxley Act, Banking, Business Process, Mergers & Acquisitions, Enterprise Risk..., Corporate Finance, Financial Risk, Due Diligence, Auditing, Business Transformation, PMP
Education
Bentley University 2009 — 2010
MS, Accountancy
Harvard University 2008 — 2008
Summer School Graduate Courses, Mergers & Acquisitions, Quantitative Methods
HULT International Business School 2007 — 2008
MBA, Finance Global Business
Rutgers Business School
Bachelor of Science (BS), Finance
Julia Posacki's Stifel Financial Corp. Experience January 2011 - Present
Job Director Institutional Fixed Income/HY/Distressed Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2011 - Present
Cohen & Company July 2009 - January 2011
CW Enterprises March 2007 - June 2009
Merrill Lynch March 2004 - March 2007
Goldman Sachs July 2001 - March 2004
Skills
Derivatives, Capital Markets, Fixed Income, Equities
Education
Cornell University College of Engineering 2000 — 2001
Master of Engineering (M.Eng.), Operations Research and Industrial Engineering
Cornell University College of Engineering 1996 — 2000
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Stifel Financial Corp. January 2011 - Present
Cohen & Company July 2009 - January 2011
CW Enterprises March 2007 - June 2009
Merrill Lynch March 2004 - March 2007
Goldman Sachs July 2001 - March 2004
Skills
Derivatives, Capital Markets, Fixed Income, Equities
Education
Cornell University College of Engineering 2000 — 2001
Master of Engineering (M.Eng.), Operations Research and Industrial Engineering
Cornell University College of Engineering 1996 — 2000
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Ernie Sandoval's Stifel Financial Corp. Experience July 2015 - Present
Job Investment Banking Associate at Stifel Financial Corp.
Industry Entertainment
Experience
Stifel Financial Corp. July 2015 - Present
Lionsgate November 2012 - August 2014
Lionsgate April 2011 - November 2012
Lionsgate April 2009 - April 2011
Sony Pictures Entertainment March 2007 - April 2009
Walt Disney Parks and Resorts May 2005 - March 2007
Skills
Valuation, Financial Analysis, Strategic Planning, Microsoft Excel, Finance, Analysis, Forecasting, Film, Negotiation, Corporate Finance
Education
University of Southern California 2013 — 2015
Master of Business Administration (M.B.A.)
California State University-Fullerton - College of Business and Economics
BA, Economics
Stifel Financial Corp. July 2015 - Present
Lionsgate November 2012 - August 2014
Lionsgate April 2011 - November 2012
Lionsgate April 2009 - April 2011
Sony Pictures Entertainment March 2007 - April 2009
Walt Disney Parks and Resorts May 2005 - March 2007
Skills
Valuation, Financial Analysis, Strategic Planning, Microsoft Excel, Finance, Analysis, Forecasting, Film, Negotiation, Corporate Finance
Education
University of Southern California 2013 — 2015
Master of Business Administration (M.B.A.)
California State University-Fullerton - College of Business and Economics
BA, Economics
Alvin Oswandy's Stifel Financial Corp. Experience June 2009 - May 2012
Job Investment Banking Summer Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - August 2015
First Republic Bank May 2012 - June 2014
Stifel Financial Corp. June 2009 - May 2012
UBS June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Economics, Fixed Income, Investment Banking
Education
Duke University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 2004 — 2009
Bachelor's Degree, Economics and Finance / Minor in Mathematics
Mountain Pointe High School 2000 — 2004
High School
Deutsche Bank June 2015 - August 2015
First Republic Bank May 2012 - June 2014
Stifel Financial Corp. June 2009 - May 2012
UBS June 2008 - August 2008
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Equities, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Economics, Fixed Income, Investment Banking
Education
Duke University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Arizona State University 2004 — 2009
Bachelor's Degree, Economics and Finance / Minor in Mathematics
Mountain Pointe High School 2000 — 2004
High School
David Sliney's Stifel Financial Corp. Experience 1992 - Present
Job SVP Strategy, Technology & Operations at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial 2000 - Present
Stifel Financial Corp. 1992 - Present
Skills
Telecommunications, Finance, Series 7, Strategic Planning, Equities, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Management, Securities, Capital Markets, Start-ups, Investments, Fixed Income, Due Diligence, Leadership, Business Strategy, Business Development, Sales, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
Boston College 1988 — 1992
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
BS, Economics
Stifel Financial 2000 - Present
Stifel Financial Corp. 1992 - Present
Skills
Telecommunications, Finance, Series 7, Strategic Planning, Equities, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Management, Securities, Capital Markets, Start-ups, Investments, Fixed Income, Due Diligence, Leadership, Business Strategy, Business Development, Sales, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
Boston College 1988 — 1992
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
BS, Economics
Pam Bussing's Stifel Financial Corp. Experience April 2015 - Present
Job Advisory Operations at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Express Scripts February 2006 - March 2015
Maritz Inc 1995 - 2006
Maritz Loyalty Marketing 2003 - 2005
Skills
Program Management, Project Management, Strategic Planning, Strategy, Leadership, Marketing Strategy, Team Leadership, Internal Communications, Training, Incentive Programs, Resource Management, Manage Client..., Operating Budgets, Vendor Management, Marketing Communications, Forecasting, CRM, Cross-functional Team...
Education
University of Missouri-Columbia 1983 — 1984
MBA
Central Michigan University 1976 — 1981
B.S.
Stifel Financial Corp. April 2015 - Present
Express Scripts February 2006 - March 2015
Maritz Inc 1995 - 2006
Maritz Loyalty Marketing 2003 - 2005
Skills
Program Management, Project Management, Strategic Planning, Strategy, Leadership, Marketing Strategy, Team Leadership, Internal Communications, Training, Incentive Programs, Resource Management, Manage Client..., Operating Budgets, Vendor Management, Marketing Communications, Forecasting, CRM, Cross-functional Team...
Education
University of Missouri-Columbia 1983 — 1984
MBA
Central Michigan University 1976 — 1981
B.S.
Tai Corbett's Stifel Financial Corp. Experience August 2014 - Present
Job
Industry Investment Banking
Experience
Stifel Financial Corp. August 2014 - Present
Firestone Building Products June 2011 - August 2014
Five Seasons Family Sports Club August 2007 - April 2011
Laurel Canyon Healthcare October 2006 - July 2007
Albuquerque Rescue Mission February 2006 - October 2006
The Gulfstream Group April 2003 - January 2006
Skills
Customer Service, Team Building, Coaching, Budgets, Leadership Development, Process Improvement, Leadership, Strategic Planning, Sales, Microsoft Excel, Microsoft Office, Team Leadership, Operations Management, Event Planning, Project Management
Education
Ashford University 2008 — 2011
MBA, Business of Administration w/ a concentration in Public Administration
University of Phoenix 2004 — 2006
BSHS-M, Human Services Management
Central State University 1999 — 2002
Psychology
Stifel Financial Corp. August 2014 - Present
Firestone Building Products June 2011 - August 2014
Five Seasons Family Sports Club August 2007 - April 2011
Laurel Canyon Healthcare October 2006 - July 2007
Albuquerque Rescue Mission February 2006 - October 2006
The Gulfstream Group April 2003 - January 2006
Skills
Customer Service, Team Building, Coaching, Budgets, Leadership Development, Process Improvement, Leadership, Strategic Planning, Sales, Microsoft Excel, Microsoft Office, Team Leadership, Operations Management, Event Planning, Project Management
Education
Ashford University 2008 — 2011
MBA, Business of Administration w/ a concentration in Public Administration
University of Phoenix 2004 — 2006
BSHS-M, Human Services Management
Central State University 1999 — 2002
Psychology
Matthew W. Sexton, CIMA®'s Stifel Financial Corp. Experience July 2014 - June 2015
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - June 2015
WELLS FARGO ADVISORS, LLC November 2013 - June 2014
KCG Holdings, Inc. June 2000 - October 2013
KCG Holdings, Inc. 2000 - 2013
Skills
Asset Allocation, Financial Advisory, Financial Analysis, Fixed Income Strategies, Investment planning, Investment Strategies, Multigenerational..., Retirement Planning, Risk Management, Securities, Mutual Funds, Stock Analysis, Strategic Planning, Wealth Management, Tax-Efifficient..., Equities, Equity Trading, Special Situations, Series 24, Investments, Financial Services, FINRA, Fixed Income, ETFs
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Financial Planning
Providence College 1997 — 2000
Bachelor of Science, Business Management
St.Peter's Prep 1992 — 1996
Stifel Financial Corp. July 2014 - June 2015
WELLS FARGO ADVISORS, LLC November 2013 - June 2014
KCG Holdings, Inc. June 2000 - October 2013
KCG Holdings, Inc. 2000 - 2013
Skills
Asset Allocation, Financial Advisory, Financial Analysis, Fixed Income Strategies, Investment planning, Investment Strategies, Multigenerational..., Retirement Planning, Risk Management, Securities, Mutual Funds, Stock Analysis, Strategic Planning, Wealth Management, Tax-Efifficient..., Equities, Equity Trading, Special Situations, Series 24, Investments, Financial Services, FINRA, Fixed Income, ETFs
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Financial Planning
Providence College 1997 — 2000
Bachelor of Science, Business Management
St.Peter's Prep 1992 — 1996
Ethan Roth's Stifel Financial Corp. Experience 2012 - Present
Job Equity Research at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2012 - Present
WJB Capital Group, Inc. 2010 - 2012
Natixis 2008 - 2010
Thomson Financial 2006 - 2008
Education
Bowdoin College 2000 — 2005
BA, Government & Legal Studies, Minor in Economics
Stifel Financial Corp. 2012 - Present
WJB Capital Group, Inc. 2010 - 2012
Natixis 2008 - 2010
Thomson Financial 2006 - 2008
Education
Bowdoin College 2000 — 2005
BA, Government & Legal Studies, Minor in Economics
Jason Siner, CFA's Stifel Financial Corp. Experience September 2013 - Present
Job MD Institutional Fixed Income Sales
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
Raymond James December 2008 - September 2013
Lehman Brothers September 1998 - September 2008
Skills
Bonds, Securities, High Yield, Corporates, Bloomberg, Series 7, Derivatives, Structured Products, MBS, Investments, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
Pace University 1998 — 2002
MBA, FINANCE
Bentley University 1988 — 1992
b.s., FINANCE
Stifel Financial Corp. September 2013 - Present
Raymond James December 2008 - September 2013
Lehman Brothers September 1998 - September 2008
Skills
Bonds, Securities, High Yield, Corporates, Bloomberg, Series 7, Derivatives, Structured Products, MBS, Investments, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
Pace University 1998 — 2002
MBA, FINANCE
Bentley University 1988 — 1992
b.s., FINANCE
Adam Borg's Stifel Financial Corp. Experience March 2012 - Present
Job
Industry Capital Markets
Experience
Stifel Financial Corp. March 2012 - Present
Oppenheimer & Co. Inc. March 2011 - March 2012
DTCC December 2008 - March 2011
Lehman Brothers Inc. April 2007 - December 2008
Deloitte & Touche LLP August 2001 - April 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Binghamton University - School of Management
BS
Stifel Financial Corp. March 2012 - Present
Oppenheimer & Co. Inc. March 2011 - March 2012
DTCC December 2008 - March 2011
Lehman Brothers Inc. April 2007 - December 2008
Deloitte & Touche LLP August 2001 - April 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Binghamton University - School of Management
BS
Christopher Ferrari's Stifel Financial Corp. Experience September 2012 - Present
Job Trader at Oppenheimer & Co. Inc.
Industry Mining & Metals
Experience
Oppenheimer & Co. Inc. September 2013 - Present
Stifel Financial Corp. September 2012 - Present
Stifel Financial Corp. July 2009 - September 2012
Universal Wire Cloth March 2006 - July 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Negotiation, Sales, Sales Management, Management, Microsoft Word, Contract Negotiation, Strategic Planning, New Business Development, Inventory Management
Education
Arcadia University 1999 — 2003
Bachelor's degree, Accounting
Oppenheimer & Co. Inc. September 2013 - Present
Stifel Financial Corp. September 2012 - Present
Stifel Financial Corp. July 2009 - September 2012
Universal Wire Cloth March 2006 - July 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Negotiation, Sales, Sales Management, Management, Microsoft Word, Contract Negotiation, Strategic Planning, New Business Development, Inventory Management
Education
Arcadia University 1999 — 2003
Bachelor's degree, Accounting
Dylan Riley's Stifel Financial Corp. Experience September 2013 - Present
Job Analyst, Software Investment Banking at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. September 2013 - Present
NYU Venture Community February 2013 - Present
NVNG Management Inc. August 2013 - September 2013
Anvil Advisors July 2013 - September 2013
Anvil Advisors May 2012 - June 2013
Pavilion Capital Partners June 2011 - September 2011
NYU Stern School of Business August 2010 - December 2010
Disney ABC Television Group April 2010 - December 2010
The Walt Disney Company April 2010 - December 2010
The Nielsen Company September 2009 - December 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
BS, Finance, Marketing, Entertainment
Boston University 2007 — 2008
BSBA, Business Administration and Management, General
Boston University - School of Management 2007 — 2008
BSBA, Business Administration and Management, General
Stifel Financial Corp. September 2013 - Present
NYU Venture Community February 2013 - Present
NVNG Management Inc. August 2013 - September 2013
Anvil Advisors July 2013 - September 2013
Anvil Advisors May 2012 - June 2013
Pavilion Capital Partners June 2011 - September 2011
NYU Stern School of Business August 2010 - December 2010
Disney ABC Television Group April 2010 - December 2010
The Walt Disney Company April 2010 - December 2010
The Nielsen Company September 2009 - December 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
BS, Finance, Marketing, Entertainment
Boston University 2007 — 2008
BSBA, Business Administration and Management, General
Boston University - School of Management 2007 — 2008
BSBA, Business Administration and Management, General
John Dibble's Stifel Financial Corp. Experience October 2012 - Present
Job Director Stifel Financial Corp. & CM Finance Inc
Industry Capital Markets
Experience
CM Finance Inc. (Ticker: CMFN) February 2014 - Present
Stifel Financial Corp. October 2012 - Present
Cantor Fitzgerald March 2009 - January 2013
Banc of America Securities LLC February 2005 - March 2009
Deutsche Bank 2004 - 2005
Education
College of the Holy Cross 1999 — 2003
BS, Economics
CM Finance Inc. (Ticker: CMFN) February 2014 - Present
Stifel Financial Corp. October 2012 - Present
Cantor Fitzgerald March 2009 - January 2013
Banc of America Securities LLC February 2005 - March 2009
Deutsche Bank 2004 - 2005
Education
College of the Holy Cross 1999 — 2003
BS, Economics
Diane Yeutter Rothberg's Stifel Financial Corp. Experience March 2015 - Present
Job First Vice President/ Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Merrill Lynch October 2007 - Present
Education
Brown University 1979 — 1983
BA, International Relations
Stifel Financial Corp. March 2015 - Present
Merrill Lynch October 2007 - Present
Education
Brown University 1979 — 1983
BA, International Relations
Sharon Rau Zinck's Stifel Financial Corp. Experience May 2007 - Present
Job Team Lead at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2007 - Present
May Department Stores Co. 2000 - 2006
Skills
Financial Analysis, Team Building, Microsoft Office, Process Improvement, Microsoft Excel, Customer Service, Project Management, Analysis, PowerPoint, Sales, Marketing, Inventory Management
Education
Ashford University
Bachelor of Arts, Management and Psychology
Southern Illinois University, Carbondale
Stifel Financial Corp. May 2007 - Present
May Department Stores Co. 2000 - 2006
Skills
Financial Analysis, Team Building, Microsoft Office, Process Improvement, Microsoft Excel, Customer Service, Project Management, Analysis, PowerPoint, Sales, Marketing, Inventory Management
Education
Ashford University
Bachelor of Arts, Management and Psychology
Southern Illinois University, Carbondale
Lee Chambliss, CSCP's Stifel Financial Corp. Experience July 2015 - Present
Job Sr Complaince Officer
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Mark Kangas's Stifel Financial Corp. Experience January 2009 - May 2013
Job Owner North Star Advisory Group, LLC / Senior Investment Executive RJFS
Industry Investment Management
Experience
North Star Advisory Group, LLC May 2013 - Present
North Star Advisory Group, LLC May 2013 - Present
Stifel Financial Corp. January 2009 - May 2013
Orange High School August 2009 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - January 2009
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, 401k, Alternative Investments, Wealth, Insurance, Life Insurance, IRAs, Asset Management, Investment Strategies, Series 7, Series 63, Personal Finance, 401k Rollovers, Investment Advisory, Mortgage Lending, College Education..., Roth IRA, Simple IRA, SEP IRA, Financial Planners, Pensions, Fixed Annuities, Certified Financial..., Qualified Retirement..., Cash Flow Forecasting, Social Security, Pension Systems, 529 Plans, 457 Plans, 403 b, Separately Managed..., Trusts, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Antiques, Soccer, Woodworking, ERISA, Municipal Bonds, 401k Plan Design, Strategic Financial..., Valuation, Series 6, Long-term Care
Education
Bowling Green State University 1997 — 2002
Bachelors, Accounting & Finance
North Star Advisory Group, LLC May 2013 - Present
North Star Advisory Group, LLC May 2013 - Present
Stifel Financial Corp. January 2009 - May 2013
Orange High School August 2009 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - January 2009
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, 401k, Alternative Investments, Wealth, Insurance, Life Insurance, IRAs, Asset Management, Investment Strategies, Series 7, Series 63, Personal Finance, 401k Rollovers, Investment Advisory, Mortgage Lending, College Education..., Roth IRA, Simple IRA, SEP IRA, Financial Planners, Pensions, Fixed Annuities, Certified Financial..., Qualified Retirement..., Cash Flow Forecasting, Social Security, Pension Systems, 529 Plans, 457 Plans, 403 b, Separately Managed..., Trusts, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Antiques, Soccer, Woodworking, ERISA, Municipal Bonds, 401k Plan Design, Strategic Financial..., Valuation, Series 6, Long-term Care
Education
Bowling Green State University 1997 — 2002
Bachelors, Accounting & Finance
Philip Edwards's Stifel Financial Corp. Experience August 2014 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Lincoln International March 2011 - August 2014
AIG Global Investment Group March 2006 - July 2010
CIBC World Markets May 2004 - March 2006
Deutsche Bank Securities - High Yield Capital Markets April 2002 - May 2003
Deutsche Bank Securities - Financial Sponsors Group January 2000 - April 2002
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Financial Structuring, Restructuring, Leveraged Finance, Banking, Credit, Mezzanine, Business Planning, Loans, Capital Raising, Capital Markets, Corporate Finance
Education
Cass Business School 1998 — 1999
Master of Science (MSc), Finance
Stifel Financial Corp. August 2014 - Present
Lincoln International March 2011 - August 2014
AIG Global Investment Group March 2006 - July 2010
CIBC World Markets May 2004 - March 2006
Deutsche Bank Securities - High Yield Capital Markets April 2002 - May 2003
Deutsche Bank Securities - Financial Sponsors Group January 2000 - April 2002
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Financial Structuring, Restructuring, Leveraged Finance, Banking, Credit, Mezzanine, Business Planning, Loans, Capital Raising, Capital Markets, Corporate Finance
Education
Cass Business School 1998 — 1999
Master of Science (MSc), Finance
Kevin McLoone's Stifel Financial Corp. Experience May 2014 - July 2015
Job Capital Markets Operations Specialist
Industry Financial Services
Experience
Stifel Financial Corp. May 2014 - July 2015
MassMutual Financial Group September 2013 - May 2014
Roberts and Ryan Investments Inc. September 2012 - September 2013
Merrill Lynch April 2008 - May 2011
Skills
Financial Analysis, Alternative Investments, Risk Management, compliance, Bank Secrecy Act, Anti Money Laundering, Supervisory Skills, Series 24, Municipal Bonds, General Securities..., Complaint Management, Client Contact, Internal Audit, New Account Opening, Securities Regulation, File Review, Suitability Analysis, Regulatory Requirements, Regulatory Documentation, Regulatory Agencies
Education
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University
Bachelor of Arts (B.A.), Spanish
Creighton University
Master's degree, Securities Analysis and Portfolio Management
Stifel Financial Corp. May 2014 - July 2015
MassMutual Financial Group September 2013 - May 2014
Roberts and Ryan Investments Inc. September 2012 - September 2013
Merrill Lynch April 2008 - May 2011
Skills
Financial Analysis, Alternative Investments, Risk Management, compliance, Bank Secrecy Act, Anti Money Laundering, Supervisory Skills, Series 24, Municipal Bonds, General Securities..., Complaint Management, Client Contact, Internal Audit, New Account Opening, Securities Regulation, File Review, Suitability Analysis, Regulatory Requirements, Regulatory Documentation, Regulatory Agencies
Education
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University
Bachelor of Arts (B.A.), Spanish
Creighton University
Master's degree, Securities Analysis and Portfolio Management
Jon Moellenberg's Stifel Financial Corp. Experience September 1997 - March 2002
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC March 2008 - Present
Citi March 2005 - March 2008
RBC March 2002 - March 2005
Stifel Financial Corp. September 1997 - March 2002
Skills
Capital Markets, Investment Banking, Financial Analysis, Management, Bonds, Fixed Income, Financial Modeling, Investments, Finance, Leadership, Portfolio Management, Equities, Risk Management, Valuation, Bloomberg, Securities, Credit Analysis
Education
University of Colorado School of Law 1994 — 1997
Juris Doctor
Colorado State University 1984 — 1988
Bachelor of Science (B.S.), Finance, General
RBC March 2008 - Present
Citi March 2005 - March 2008
RBC March 2002 - March 2005
Stifel Financial Corp. September 1997 - March 2002
Skills
Capital Markets, Investment Banking, Financial Analysis, Management, Bonds, Fixed Income, Financial Modeling, Investments, Finance, Leadership, Portfolio Management, Equities, Risk Management, Valuation, Bloomberg, Securities, Credit Analysis
Education
University of Colorado School of Law 1994 — 1997
Juris Doctor
Colorado State University 1984 — 1988
Bachelor of Science (B.S.), Finance, General
Amie Reen's Stifel Financial Corp. Experience April 2005 - January 2007
Job 1st Grade Teaching Assistant at BFCCPS
Industry Primary/Secondary Education
Experience
BFCCPS August 2014 - Present
BFCCPS August 2010 - Present
BRCPS August 2008 - July 2010
Stifel Financial Corp. April 2005 - January 2007
Ryan Beck & Co. July 2002 - April 2005
Gruntal & Company July 2000 - July 2002
Bear Stearns October 2000 - July 2001
Leerink Swann March 2000 - October 2000
Skills
Teaching, Special Education, Classroom Management, Microsoft Office, Research, Public Speaking, Outlook, Strategic Planning
Education
American International College 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Miami 1995 — 1999
Bachelor of Science, Broadcast Journalism and English Literature (Double Major)
BFCCPS August 2014 - Present
BFCCPS August 2010 - Present
BRCPS August 2008 - July 2010
Stifel Financial Corp. April 2005 - January 2007
Ryan Beck & Co. July 2002 - April 2005
Gruntal & Company July 2000 - July 2002
Bear Stearns October 2000 - July 2001
Leerink Swann March 2000 - October 2000
Skills
Teaching, Special Education, Classroom Management, Microsoft Office, Research, Public Speaking, Outlook, Strategic Planning
Education
American International College 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Miami 1995 — 1999
Bachelor of Science, Broadcast Journalism and English Literature (Double Major)
Andrew Stager's Stifel Financial Corp. Experience October 2012 - February 2013
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Sterne Agee February 2013 - June 2015
Stifel Financial Corp. October 2012 - February 2013
Sterne Agee May 2009 - October 2012
Keefe, Bruyette & Woods June 2007 - May 2009
Education
Bowdoin College 2003 — 2007
Economics, Government & Legal Studies
Piper Jaffray June 2015 - Present
Sterne Agee February 2013 - June 2015
Stifel Financial Corp. October 2012 - February 2013
Sterne Agee May 2009 - October 2012
Keefe, Bruyette & Woods June 2007 - May 2009
Education
Bowdoin College 2003 — 2007
Economics, Government & Legal Studies
Jon Walker's Stifel Financial Corp. Experience June 2015 - Present
Job Finance
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2011 - June 2015
Chapdelaine Credit Partners January 2009 - January 2011
Lehman Brothers October 1989 - September 2008
Skills
Capital Markets, Equities, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, High Yield
Education
Boston College 1985 — 1989
BA, Economics
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2011 - June 2015
Chapdelaine Credit Partners January 2009 - January 2011
Lehman Brothers October 1989 - September 2008
Skills
Capital Markets, Equities, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, High Yield
Education
Boston College 1985 — 1989
BA, Economics
Edward Grubb's Stifel Financial Corp. Experience July 2012 - Present
Job Associate Financial Institutions at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2012 - Present
University of Michigan Ross School of Business August 2010 - July 2012
General Motors May 2011 - June 2011
DuPont March 2011 - April 2011
Sage V Foods 2009 - 2009
Tishman Speyer 2007 - 2008
JER Partners 2005 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Operations and Finance
Bucknell University 2001 — 2005
BA, Philosophy Political Science and Economics
Stifel Financial Corp. July 2012 - Present
University of Michigan Ross School of Business August 2010 - July 2012
General Motors May 2011 - June 2011
DuPont March 2011 - April 2011
Sage V Foods 2009 - 2009
Tishman Speyer 2007 - 2008
JER Partners 2005 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Operations and Finance
Bucknell University 2001 — 2005
BA, Philosophy Political Science and Economics
Doug Kenerson's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Credo Ventures January 2015 - April 2015
Stifel Financial Corp. June 2014 - August 2014
datamolino December 2013 - January 2014
Capstone Partners LLC June 2013 - August 2013
Consilium Partners June 2012 - August 2012
Language International 2011 - 2011
Community Phonebook Company 2010 - 2010
Skills
Valuation, Bloomberg, Private Equity, Investment Banking, Equity Research, Bloomberg Terminal, Capital Markets, Social Media
Education
Middlebury College 2010 — 2014
Economics
Charles University in Prague 2013 — 2013
Spring Semester Abroad
Manchester Essex Regional High School 2006 — 2010
High School Diploma
Credo Ventures January 2015 - April 2015
Stifel Financial Corp. June 2014 - August 2014
datamolino December 2013 - January 2014
Capstone Partners LLC June 2013 - August 2013
Consilium Partners June 2012 - August 2012
Language International 2011 - 2011
Community Phonebook Company 2010 - 2010
Skills
Valuation, Bloomberg, Private Equity, Investment Banking, Equity Research, Bloomberg Terminal, Capital Markets, Social Media
Education
Middlebury College 2010 — 2014
Economics
Charles University in Prague 2013 — 2013
Spring Semester Abroad
Manchester Essex Regional High School 2006 — 2010
High School Diploma
Mike Mehsling's Stifel Financial Corp. Experience December 2007 - March 2010
Job Deployment Specialist at Apex / DISA / Dell
Industry Government Administration
Experience
Apex / DISA / Dell October 2013 - Present
LS Technologies/FAA April 2011 - Present
FAA / LS Tech April 2011 - September 2013
Bluefin/USDA/FAS April 2010 - February 2011
Stifel Financial Corp. December 2007 - March 2010
USDA February 2008 - November 2009
Johns Hopkins University April 2003 - March 2008
Woodbourne Center March 2007 - August 2007
Quest Diagnostics September 2006 - March 2007
Maryland Election Board September 2006 - November 2006
Skills
Active Directory, Windows 7, BMC Remedy, XP, Troubleshooting, Hardware, Software Installation, Technical Support, Laptops, Networking, Help Desk Support, Printers, Windows XP, System Deployment, Blackberry, Routers
Education
Anne Arundel Community College 1989 — 2001
Associate's degree, Computer and Information Sciences and Support Services
Anne Arundel Community College 1988 — 2001
AA, Computer Network Management
Computer Tech Institute 1982 — 1983
Certificate, Electronics/Computer Repair
Apex / DISA / Dell October 2013 - Present
LS Technologies/FAA April 2011 - Present
FAA / LS Tech April 2011 - September 2013
Bluefin/USDA/FAS April 2010 - February 2011
Stifel Financial Corp. December 2007 - March 2010
USDA February 2008 - November 2009
Johns Hopkins University April 2003 - March 2008
Woodbourne Center March 2007 - August 2007
Quest Diagnostics September 2006 - March 2007
Maryland Election Board September 2006 - November 2006
Skills
Active Directory, Windows 7, BMC Remedy, XP, Troubleshooting, Hardware, Software Installation, Technical Support, Laptops, Networking, Help Desk Support, Printers, Windows XP, System Deployment, Blackberry, Routers
Education
Anne Arundel Community College 1989 — 2001
Associate's degree, Computer and Information Sciences and Support Services
Anne Arundel Community College 1988 — 2001
AA, Computer Network Management
Computer Tech Institute 1982 — 1983
Certificate, Electronics/Computer Repair
Glenn Schneider's Stifel Financial Corp. Experience July 2003 - January 2007
Job Principal Engineer, Software at General Dynamics
Industry Information Technology and Services
Experience
General Dynamics Information Technology November 2014 - Present
DSA December 2010 - August 2014
ManTech November 2007 - August 2010
Mednet Healthcare Technologies February 2007 - September 2007
Stifel Financial Corp. July 2003 - January 2007
Skills
C#, VB.NET, ASP.NET, Web Services, Microsoft SQL Server, Oracle, HTML, CSS, JavaScript, SSRS, jQuery, XML, AJAX, T-SQL, PL/SQL, Crystal Reports, Microsoft Office..., Visual Studio, TFS, Object Oriented Design, Agile Methodologies, Test Driven Development, SDLC, Software Development, Integration, Requirements Analysis, WCF, Process Improvement, Quality Assurance, Web Applications, Programming, IIS, SQL, Web Development, Databases, .NET
Education
The Chubb Institute, North Brunswick, NJ 2001 — 2003
Diploma, Advanced Web Development and Business Programming
Art Institute of Colorado 1999 — 2001
Bachelor of Arts (B.A.), Computer Art and Animation, 3.9 GPA
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's degree, Economics
General Dynamics Information Technology November 2014 - Present
DSA December 2010 - August 2014
ManTech November 2007 - August 2010
Mednet Healthcare Technologies February 2007 - September 2007
Stifel Financial Corp. July 2003 - January 2007
Skills
C#, VB.NET, ASP.NET, Web Services, Microsoft SQL Server, Oracle, HTML, CSS, JavaScript, SSRS, jQuery, XML, AJAX, T-SQL, PL/SQL, Crystal Reports, Microsoft Office..., Visual Studio, TFS, Object Oriented Design, Agile Methodologies, Test Driven Development, SDLC, Software Development, Integration, Requirements Analysis, WCF, Process Improvement, Quality Assurance, Web Applications, Programming, IIS, SQL, Web Development, Databases, .NET
Education
The Chubb Institute, North Brunswick, NJ 2001 — 2003
Diploma, Advanced Web Development and Business Programming
Art Institute of Colorado 1999 — 2001
Bachelor of Arts (B.A.), Computer Art and Animation, 3.9 GPA
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's degree, Economics
Matthew Chie's Stifel Financial Corp. Experience September 2012 - April 2014
Job Associate at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC April 2014 - Present
Stifel Financial Corp. September 2012 - April 2014
Advanced Equities Inc. October 2011 - August 2012
Chico State 2008 - May 2011
Global Hunter Securities June 2010 - August 2010
Rayner & Haynor Investment Couselors May 2009 - August 2009
Education
California State University-Chico 2006 — 2011
Economics
California State University-Chico 2006 — 2011
Business Administration, Financial Services, Financial Management
Redwood
BTIG, LLC April 2014 - Present
Stifel Financial Corp. September 2012 - April 2014
Advanced Equities Inc. October 2011 - August 2012
Chico State 2008 - May 2011
Global Hunter Securities June 2010 - August 2010
Rayner & Haynor Investment Couselors May 2009 - August 2009
Education
California State University-Chico 2006 — 2011
Economics
California State University-Chico 2006 — 2011
Business Administration, Financial Services, Financial Management
Redwood
Jill Ravanelli's Stifel Financial Corp. Experience May 2011 - January 2013
Job Student at Southern Illinois University Edwardsville
Industry Higher Education
Experience
Police January 2013 - Present
Stifel Financial Corp. May 2011 - January 2013
Education
Arizona State University
Master's Degree, Criminal Justice
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor of Science, Business Administration; International Business
John Cabot University- Rome, Italy
Study Abroad, International Business
Police January 2013 - Present
Stifel Financial Corp. May 2011 - January 2013
Education
Arizona State University
Master's Degree, Criminal Justice
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor of Science, Business Administration; International Business
John Cabot University- Rome, Italy
Study Abroad, International Business
Connie S Lee's Stifel Financial Corp. Experience June 2015 - Present
Job AVP at Stifel Financial Corp
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2012 - June 2015
SGCIB June 2011 - June 2012
JP Morgan October 2010 - December 2010
The Beverly Hilton June 2007 - August 2007
Skills
VBA, MS access, Series 7, Series 63, Bloomberg, Fixed Income, Capital Markets, Derivatives
Education
Boston University Questrom School of Business 2007 — 2011
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2012 - June 2015
SGCIB June 2011 - June 2012
JP Morgan October 2010 - December 2010
The Beverly Hilton June 2007 - August 2007
Skills
VBA, MS access, Series 7, Series 63, Bloomberg, Fixed Income, Capital Markets, Derivatives
Education
Boston University Questrom School of Business 2007 — 2011
Justin Aisenbaum's Stifel Financial Corp. Experience April 2013 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
Noah Lantor April 2010 - Present
Quasar Trading June 2011 - August 2011
Sigma Alpha Epsilon, Fraternity May 2009 - May 2011
Education
Binghamton University 2008 — 2012
Binghamton University, State University of New York
Bachelors of Arts, Economics
Stifel Financial Corp. April 2013 - Present
Noah Lantor April 2010 - Present
Quasar Trading June 2011 - August 2011
Sigma Alpha Epsilon, Fraternity May 2009 - May 2011
Education
Binghamton University 2008 — 2012
Binghamton University, State University of New York
Bachelors of Arts, Economics
Colin Casey's Stifel Financial Corp. Experience August 2012 - October 2013
Job Financial Markets Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2013 - Present
Stifel Financial Corp. August 2012 - October 2013
Stifel Bank & Trust June 2012 - August 2012
DK Financial Group March 2011 - July 2011
Midland Loan Services May 2010 - January 2011
Casey Brothers Lawncare LLC April 2005 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Account Management, Microsoft Word, Financial Analysis, Real Estate, Options, Financial Markets, Equities, Foreign Currency, Strategic Consulting, Business Strategy, Marketing, Leadership, FX Spot, ThomsonOne, Social Media Strategist, Customer Retention, Resume Writing, Management, Finance, Social Networking, Sales, Social Media
Education
Webster University 2014 — 2017
Master of Science (MS), Finance
Missouri State University 2008 — 2012
Bachelor of Science in Finance emphasizing Real Estate; Minor in Economics
Benedictine College 2007 — 2008
Thomson Reuters November 2013 - Present
Stifel Financial Corp. August 2012 - October 2013
Stifel Bank & Trust June 2012 - August 2012
DK Financial Group March 2011 - July 2011
Midland Loan Services May 2010 - January 2011
Casey Brothers Lawncare LLC April 2005 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Account Management, Microsoft Word, Financial Analysis, Real Estate, Options, Financial Markets, Equities, Foreign Currency, Strategic Consulting, Business Strategy, Marketing, Leadership, FX Spot, ThomsonOne, Social Media Strategist, Customer Retention, Resume Writing, Management, Finance, Social Networking, Sales, Social Media
Education
Webster University 2014 — 2017
Master of Science (MS), Finance
Missouri State University 2008 — 2012
Bachelor of Science in Finance emphasizing Real Estate; Minor in Economics
Benedictine College 2007 — 2008
GREG DUDGEON's Stifel Financial Corp. Experience August 2002 - July 2003
Job FINANCIAL SERVICES CONSULTANT at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services July 2003 - Present
Stifel Financial Corp. August 2002 - July 2003
AG EDWARDS INC July 1990 - June 2002
DEAN WITTER January 1987 - July 1990
Skills
25 YEARS OF EXPERIENCE...
Education
Bellarmine University 1982 — 1985
Centre College 1981 — 1982
PNC Financial Services July 2003 - Present
Stifel Financial Corp. August 2002 - July 2003
AG EDWARDS INC July 1990 - June 2002
DEAN WITTER January 1987 - July 1990
Skills
25 YEARS OF EXPERIENCE...
Education
Bellarmine University 1982 — 1985
Centre College 1981 — 1982
Corey Shaner's Stifel Financial Corp. Experience March 2008 - January 2010
Job Medical Services Coordinator at The Surgical Hospital at Southwoods
Industry Hospital & Health Care
Experience
The Surgical Hospital at Southwoods February 2010 - Present
Stifel Financial Corp. March 2008 - January 2010
Maxim Healthcare Services June 2005 - March 2008
Education
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
The Surgical Hospital at Southwoods February 2010 - Present
Stifel Financial Corp. March 2008 - January 2010
Maxim Healthcare Services June 2005 - March 2008
Education
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Justin Kinney, CFA's Stifel Financial Corp. Experience November 2010 - May 2012
Job Portfolio Manager/Analyst at St. Albans Global Management
Industry Investment Management
Experience
St. Albans Global Management May 2012 - Present
Stifel Financial Corp. November 2010 - May 2012
Stifel Financial Corp. November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - November 2006
State Street October 2001 - May 2003
Skills
Financial Modeling, Stock Picking, Oil/Gas, Partnerships, Energy Industry, Master Limited..., Financial Analysis, NGL, Natural Gas, Equity Research, Bloomberg, FactSet, Microsoft Excel, CFA, Series 7, Utility Industry, SEC filings, Due Diligence, Asset Management, Capital Markets, Chartered Financial..., Portfolio Management, Valuation
Education
Harvard University 2002 — 2002
Coursework, Derivatives
Colorado State University 1997 — 2001
Bsc, Finance, General
CFA Institute
CFA Institute
St. Albans Global Management May 2012 - Present
Stifel Financial Corp. November 2010 - May 2012
Stifel Financial Corp. November 2006 - November 2010
John Hancock Life Insurance Company (U.S.A.) May 2003 - November 2006
State Street October 2001 - May 2003
Skills
Financial Modeling, Stock Picking, Oil/Gas, Partnerships, Energy Industry, Master Limited..., Financial Analysis, NGL, Natural Gas, Equity Research, Bloomberg, FactSet, Microsoft Excel, CFA, Series 7, Utility Industry, SEC filings, Due Diligence, Asset Management, Capital Markets, Chartered Financial..., Portfolio Management, Valuation
Education
Harvard University 2002 — 2002
Coursework, Derivatives
Colorado State University 1997 — 2001
Bsc, Finance, General
CFA Institute
CFA Institute
Eduardo Ron's Stifel Financial Corp. Experience June 2014 - Present
Job Client Service Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Wells Fargo Advisors December 2009 - June 2014
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Access, Microsoft Word, Customer Service, Equities, Valuation, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Adelphi University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Stifel Financial Corp. June 2014 - Present
Wells Fargo Advisors December 2009 - June 2014
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Access, Microsoft Word, Customer Service, Equities, Valuation, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Adelphi University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Alison Margolis's Stifel Financial Corp. Experience August 2013 - June 2015
Job Alternative Investments Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Stifel Financial Corp. August 2013 - June 2015
Stifel Financial Corp. June 2012 - August 2012
Bluesky Communication Pvt. Ltd. June 2011 - August 2011
Skills
Investment Banking, Valuation, Bloomberg, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Colgate University 2009 — 2013
Bachelor of Arts (BA), Economics
Riverdale Country School 2006 — 2009
J.P. Morgan June 2015 - Present
Stifel Financial Corp. August 2013 - June 2015
Stifel Financial Corp. June 2012 - August 2012
Bluesky Communication Pvt. Ltd. June 2011 - August 2011
Skills
Investment Banking, Valuation, Bloomberg, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Colgate University 2009 — 2013
Bachelor of Arts (BA), Economics
Riverdale Country School 2006 — 2009
Donna Kehoe's Stifel Financial Corp. Experience January 2001 - January 2005
Job Investment Sales Assistant at Associated Investments
Industry Financial Services
Experience
Associated Investments October 2009 - Present
West Business Services January 2007 - October 2009
Merrill Lynch January 2005 - January 2007
Stifel Financial Corp. January 2001 - January 2005
Robert W. Baird & Co. January 1995 - January 2005
Herrick & Hart January 1988 - January 1995
Le January 1984 - January 1988
Skills
Sales, Leadership, Wisconsin License -...
Education
Chippewa Valley Technical College 1974 — 1976
Associates Degree, Secretarial Sciene/Administrative Assistant Also Selected Courses in Paralegal Program
Fall Creek High School 1970 — 1974
High School, Business and Math Emphasis
Associated Investments October 2009 - Present
West Business Services January 2007 - October 2009
Merrill Lynch January 2005 - January 2007
Stifel Financial Corp. January 2001 - January 2005
Robert W. Baird & Co. January 1995 - January 2005
Herrick & Hart January 1988 - January 1995
Le January 1984 - January 1988
Skills
Sales, Leadership, Wisconsin License -...
Education
Chippewa Valley Technical College 1974 — 1976
Associates Degree, Secretarial Sciene/Administrative Assistant Also Selected Courses in Paralegal Program
Fall Creek High School 1970 — 1974
High School, Business and Math Emphasis
Timothy Hulse's Stifel Financial Corp. Experience July 2011 - Present
Job Financial Services Professional
Industry Capital Markets
Experience
Stifel Financial Corp. July 2011 - Present
Stifel Nicolaus 2011 - 2014
BNP Paribas October 2006 - June 2011
FINRA June 2000 - October 2006
Education
American University 1996 — 2000
Philosophy
Siena College 1988 — 1992
Bachelor of Science (BS), Marketing
Stifel Financial Corp. July 2011 - Present
Stifel Nicolaus 2011 - 2014
BNP Paribas October 2006 - June 2011
FINRA June 2000 - October 2006
Education
American University 1996 — 2000
Philosophy
Siena College 1988 — 1992
Bachelor of Science (BS), Marketing
Nicholas Sander's Stifel Financial Corp. Experience June 2015 - Present
Job Summer Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Project Management, Microsoft Word, PowerPoint, Access, Information Technology, Visual Basic, C++, C#, Python, Java
Education
Boston College 2013 — 2017
Bachelor of Science (BS), Finance, Computer Science, Junior
Stifel Financial Corp. June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Project Management, Microsoft Word, PowerPoint, Access, Information Technology, Visual Basic, C++, C#, Python, Java
Education
Boston College 2013 — 2017
Bachelor of Science (BS), Finance, Computer Science, Junior
James Sevilla's Stifel Financial Corp. Experience June 2009 - Present
Job Vice President Investments at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2009 - Present
Education
California State University-Northridge 1994 — 1997
Bachlor of Science, Finance
Stifel Financial Corp. June 2009 - Present
Education
California State University-Northridge 1994 — 1997
Bachlor of Science, Finance
Jenna Dodd's Stifel Financial Corp. Experience August 2015 - Present
Job Student at Binghamton University's School of Management
Industry Marketing and Advertising
Experience
Stifel Financial Corp. August 2015 - Present
Schneiders Market June 2012 - August 2015
Education
Binghamton University 2014 — 2016
Bachelor’s Degree, Marketing/Marketing Management, General
Broome Community College 2012 — 2014
Associate’s Degree, Business Administration and Management, General, 3.88
Stifel Financial Corp. August 2015 - Present
Schneiders Market June 2012 - August 2015
Education
Binghamton University 2014 — 2016
Bachelor’s Degree, Marketing/Marketing Management, General
Broome Community College 2012 — 2014
Associate’s Degree, Business Administration and Management, General, 3.88
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS