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
Brent C. Westbrook Brent C. Westbrook's Stifel Financial Corp. Experience June 2010 - August 2012
Job Creating Economic Opportunity for the Global Workforce
Industry Internet
Experience
LinkedIn September 2015 - Present
Credit Suisse June 2014 - August 2014
Opportunity Finance Network June 2013 - August 2013
Stifel Financial Corp. June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Leadership, Spanish
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
John Burroughs School 2005 — 2011
LinkedIn September 2015 - Present
Credit Suisse June 2014 - August 2014
Opportunity Finance Network June 2013 - August 2013
Stifel Financial Corp. June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Leadership, Spanish
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
John Burroughs School 2005 — 2011
Dylan Gray's Stifel Financial Corp. Experience September 2014 - Present
Job Financial Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2014 - Present
Grinnell College Department of Economics January 2014 - May 2014
Grinnell College August 2013 - May 2014
Grinnell College Department of Economics May 2013 - December 2013
KDIC 88.5 FM January 2011 - August 2013
OLSON June 2012 - August 2012
Grow Sales, Inc. March 2012 - March 2012
Skills
Research, Statistics, Public Speaking, Editing, Microsoft Office, Social Media, Event Planning, Microsoft Excel, SPSS, Microsoft Word, PowerPoint, Stata, Minitab, Teamwork, English, R, VBA, Microsoft SQL Server
Education
Grinnell College 2010 — 2014
Bachelor of Arts (B.A.), Economics & History, Cumulative GPA: 3.22
Pleasant Valley High School 2007 — 2010
High School Diploma
Stifel Financial Corp. September 2014 - Present
Grinnell College Department of Economics January 2014 - May 2014
Grinnell College August 2013 - May 2014
Grinnell College Department of Economics May 2013 - December 2013
KDIC 88.5 FM January 2011 - August 2013
OLSON June 2012 - August 2012
Grow Sales, Inc. March 2012 - March 2012
Skills
Research, Statistics, Public Speaking, Editing, Microsoft Office, Social Media, Event Planning, Microsoft Excel, SPSS, Microsoft Word, PowerPoint, Stata, Minitab, Teamwork, English, R, VBA, Microsoft SQL Server
Education
Grinnell College 2010 — 2014
Bachelor of Arts (B.A.), Economics & History, Cumulative GPA: 3.22
Pleasant Valley High School 2007 — 2010
High School Diploma
Jeffery Marlatt's Stifel Financial Corp. Experience March 2014 - Present
Job Financial Advisor at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. March 2014 - Present
Self-employed January 2008 - March 2014
R.W. Baird July 1987 - January 2008
Education
Indiana University Bloomington 1970 — 1974
Bachelor's degree, Finanace
wirt high school
Stifel Financial Corp. March 2014 - Present
Self-employed January 2008 - March 2014
R.W. Baird July 1987 - January 2008
Education
Indiana University Bloomington 1970 — 1974
Bachelor's degree, Finanace
wirt high school
Robert Stearns's Stifel Financial Corp. Experience June 2015 - August 2015
Job Wealth Advisor Specialist at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Sterne Agee January 2013 - June 2015
Sterne Agee July 2011 - January 2013
Education
Furman University 2007 — 2011
BA
RidgeWorth Investments August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Sterne Agee January 2013 - June 2015
Sterne Agee July 2011 - January 2013
Education
Furman University 2007 — 2011
BA
Derek Alexander Derek Alexander's Stifel Financial Corp. Experience January 2015 - Present
Job Director and Deputy General Counsel at Stifel Financial Corp.
Industry Legal Services
Experience
Stifel Financial Corp. January 2015 - Present
Debevoise & Plimpton September 2008 - December 2014
Wyche Burgess Freeman & Parham July 2007 - August 2007
Debevoise & Plimpton June 2007 - July 2007
South Carolina Attorney General June 2006 - August 2006
Shearman & Sterling LLP November 2003 - June 2005
Sealed Air Corporation - Cryovac May 2003 - November 2003
Dunlop Slazenger February 2000 - May 2003
Data Union June 1999 - February 2000
Education
Harvard Law School 2005 — 2008
J.D., Law
St. John's College 1995 — 1999
B.A., Liberal Arts
Stifel Financial Corp. January 2015 - Present
Debevoise & Plimpton September 2008 - December 2014
Wyche Burgess Freeman & Parham July 2007 - August 2007
Debevoise & Plimpton June 2007 - July 2007
South Carolina Attorney General June 2006 - August 2006
Shearman & Sterling LLP November 2003 - June 2005
Sealed Air Corporation - Cryovac May 2003 - November 2003
Dunlop Slazenger February 2000 - May 2003
Data Union June 1999 - February 2000
Education
Harvard Law School 2005 — 2008
J.D., Law
St. John's College 1995 — 1999
B.A., Liberal Arts
Shawna Brooks's Stifel Financial Corp. Experience December 2008 - April 2012
Job Assessment Consultant at Foliotek
Industry E-Learning
Experience
Foliotek December 2014 - Present
Foliotek April 2012 - December 2014
Stifel Financial Corp. December 2008 - April 2012
Foliotek December 2005 - December 2008
Skills
Business Communications, Consulting, Creation Of Training..., Creative Problem Solving, Training, Close Attention to..., Customer Support, Client Rapport, High level of initiative
Education
Columbia College
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Foliotek December 2014 - Present
Foliotek April 2012 - December 2014
Stifel Financial Corp. December 2008 - April 2012
Foliotek December 2005 - December 2008
Skills
Business Communications, Consulting, Creation Of Training..., Creative Problem Solving, Training, Close Attention to..., Customer Support, Client Rapport, High level of initiative
Education
Columbia College
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Paul Croce Paul Croce's Stifel Financial Corp. Experience January 2015 - Present
Job Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Colliers-International July 2013 - August 2013
Physiologic June 2009 - August 2012
Sturdy Built Construction June 2009 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Social Media, Access, Financial Analysis, Public Speaking, WordPress, Microsoft Excel, Research, Customer Service
Education
Fairfield University 2010 — 2014
Bachelor's degree, Finance, General
Chaminade High School
Stifel Financial Corp. January 2015 - Present
Colliers-International July 2013 - August 2013
Physiologic June 2009 - August 2012
Sturdy Built Construction June 2009 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Social Media, Access, Financial Analysis, Public Speaking, WordPress, Microsoft Excel, Research, Customer Service
Education
Fairfield University 2010 — 2014
Bachelor's degree, Finance, General
Chaminade High School
Robert Maddock, CMFC® Robert Maddock, CMFC®'s Stifel Financial Corp. Experience April 2014 - March 2015
Job Associate Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Stifel Financial Corp. April 2014 - March 2015
Stifel, Nicolaus & Company July 2012 - May 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Mass Mutual February 2011 - November 2011
Education
Fontbonne University 2010 — 2011
Graduate, Masters of Business Administration
University of Mississippi - School of Business Administration 2006 — 2010
BA, Marketing
J.P. Morgan March 2015 - Present
Stifel Financial Corp. April 2014 - March 2015
Stifel, Nicolaus & Company July 2012 - May 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Mass Mutual February 2011 - November 2011
Education
Fontbonne University 2010 — 2011
Graduate, Masters of Business Administration
University of Mississippi - School of Business Administration 2006 — 2010
BA, Marketing
Keith D'Agostino Keith D'Agostino's Stifel Financial Corp. Experience June 2010 - October 2014
Job President at Cove Capital Advisors
Industry Financial Services
Experience
Cove Capital Advisors October 2014 - Present
Stifel Financial Corp. June 2010 - October 2014
Oppenheimer & Co. Inc. January 2005 - May 2010
Skills
Portfolio Management, Asset Management, Wealth Management, Financial Services, Insurance, Investments, Fixed Income, Securities, Mutual Funds, Capital Markets, Alternative Investments, Series 7
Education
Hofstra University 1993 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Chaminade High School 1989 — 1993
Cove Capital Advisors October 2014 - Present
Stifel Financial Corp. June 2010 - October 2014
Oppenheimer & Co. Inc. January 2005 - May 2010
Skills
Portfolio Management, Asset Management, Wealth Management, Financial Services, Insurance, Investments, Fixed Income, Securities, Mutual Funds, Capital Markets, Alternative Investments, Series 7
Education
Hofstra University 1993 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Chaminade High School 1989 — 1993
Christopher Kampa Christopher Kampa's Stifel Financial Corp. Experience June 2015 - Present
Job Public Finance Investment Banking at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - Present
Certus Financial October 2013 - May 2015
Magni Asset Management March 2011 - April 2014
Insurance Studies Institute June 2008 - January 2011
GWG Life May 2007 - June 2008
Skills
Investments, Portfolio Management, Asset Management, Investment Strategies, Equities, Equity Research, Alternative Investments, Mutual Funds, Quantitative Analytics, Financial Modeling, Finance, Asset Allocation, Securities, Emerging Markets, Asset Managment, Fixed Income, Wealth Management, Hedge Funds, Wealth Management..., Private Equity, Bonds, Financial Structuring, Derivatives, Series 7, Valuation, Investment Banking, Fixed Income Analysis, Chartered Financial..., Equity Valuation, Investment Advisory, Structured Finance, Capital Markets, Financial Analysis, Financial Markets, Mergers & Acquisitions, Options, Financial Advisory, Venture Capital, Trading, Risk Management
Education
University of St. Thomas - Opus College of Business 2006 — 2008
MBA, Finance and Accounting
Gustavus Adolphus College 1998 — 2002
BA, Business Management
Cambridge-Isanti High School
Stifel Financial Corp. June 2015 - Present
Certus Financial October 2013 - May 2015
Magni Asset Management March 2011 - April 2014
Insurance Studies Institute June 2008 - January 2011
GWG Life May 2007 - June 2008
Skills
Investments, Portfolio Management, Asset Management, Investment Strategies, Equities, Equity Research, Alternative Investments, Mutual Funds, Quantitative Analytics, Financial Modeling, Finance, Asset Allocation, Securities, Emerging Markets, Asset Managment, Fixed Income, Wealth Management, Hedge Funds, Wealth Management..., Private Equity, Bonds, Financial Structuring, Derivatives, Series 7, Valuation, Investment Banking, Fixed Income Analysis, Chartered Financial..., Equity Valuation, Investment Advisory, Structured Finance, Capital Markets, Financial Analysis, Financial Markets, Mergers & Acquisitions, Options, Financial Advisory, Venture Capital, Trading, Risk Management
Education
University of St. Thomas - Opus College of Business 2006 — 2008
MBA, Finance and Accounting
Gustavus Adolphus College 1998 — 2002
BA, Business Management
Cambridge-Isanti High School
Kendall Krummenacher's Stifel Financial Corp. Experience September 2010 - July 2012
Job Seeking a career in Investment Consulting for a global alternative asset manager
Industry Venture Capital & Private Equity
Experience
The Chernin Group January 2014 - May 2014
Barneys New York June 2013 - August 2013
Stifel Financial Corp. September 2010 - July 2012
Stifel Nicolaus September 2007 - August 2010
Shanghai Tang July 2006 - December 2006
Nicole Miller June 2005 - August 2005
Urban Outfitters January 2005 - May 2005
Skills
Series 7, Series 63, Series 65, Retirement Planning, Mutual Funds, Investment Management, Investment Strategies, Equity Trading, Trading, Finance, Financial Statement..., Valuation, Business Valuation, Capital Markets, Strategic Partnerships, Leadership, Investments
Education
University of Southern California - Marshall School of Business 2012 — 2014
MBA, Finance and Investment Management
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
The Chernin Group January 2014 - May 2014
Barneys New York June 2013 - August 2013
Stifel Financial Corp. September 2010 - July 2012
Stifel Nicolaus September 2007 - August 2010
Shanghai Tang July 2006 - December 2006
Nicole Miller June 2005 - August 2005
Urban Outfitters January 2005 - May 2005
Skills
Series 7, Series 63, Series 65, Retirement Planning, Mutual Funds, Investment Management, Investment Strategies, Equity Trading, Trading, Finance, Financial Statement..., Valuation, Business Valuation, Capital Markets, Strategic Partnerships, Leadership, Investments
Education
University of Southern California - Marshall School of Business 2012 — 2014
MBA, Finance and Investment Management
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Dexter Ditching Dexter Ditching's Stifel Financial Corp. Experience December 2006 - August 2010
Job Institutional Trading Associate
Industry Financial Services
Experience
. Institutional Trading AssociateWellington West Capital MarketsAugust 2010 - July 2011
Stifel Financial Corp. December 2006 - August 2010
Stifel Financial Corp. May 2006 - December 2006
Education
George Brown College 2000 — 2002
Hotel and Restaurant Management
American School of Tangier, Morocco
. Institutional Trading AssociateWellington West Capital MarketsAugust 2010 - July 2011
Stifel Financial Corp. December 2006 - August 2010
Stifel Financial Corp. May 2006 - December 2006
Education
George Brown College 2000 — 2002
Hotel and Restaurant Management
American School of Tangier, Morocco
Alysse Godino Alysse Godino's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
ValueAct Capital June 2012 - August 2012
Morgan Stanley April 2012 - April 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Spanish
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), Spanish and Business
Universitat de Barcelona 2013 — 2013
Facultat de Economia
Marin Academy 2006 — 2010
Stifel Financial Corp. July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
ValueAct Capital June 2012 - August 2012
Morgan Stanley April 2012 - April 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Spanish
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), Spanish and Business
Universitat de Barcelona 2013 — 2013
Facultat de Economia
Marin Academy 2006 — 2010
Scott Eilbeck Scott Eilbeck's Stifel Financial Corp. Experience September 2014 - Present
Job EM Credit Sales at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. September 2014 - Present
Standard Chartered Bank September 2010 - September 2014
Mizuho Securities USA Inc. September 2009 - September 2010
West LB Securities Inc. March 2006 - September 2009
Bear, Stearns & Co. March 2000 - March 2007
ABN AMRO Inc. February 1997 - March 2000
J.P. Morgan Securities Inc. September 1988 - February 1997
Skills
Emerging Markets, Trading, Sales, Fixed Income, Structured Products, Frontier Markets, Credit Derivatives, Corporate Credit, Capital Markets, Investment Banking, Management, Bonds, Bloomberg, Asset Management, Hedge Funds
Education
Duke University
Stifel Financial Corp. September 2014 - Present
Standard Chartered Bank September 2010 - September 2014
Mizuho Securities USA Inc. September 2009 - September 2010
West LB Securities Inc. March 2006 - September 2009
Bear, Stearns & Co. March 2000 - March 2007
ABN AMRO Inc. February 1997 - March 2000
J.P. Morgan Securities Inc. September 1988 - February 1997
Skills
Emerging Markets, Trading, Sales, Fixed Income, Structured Products, Frontier Markets, Credit Derivatives, Corporate Credit, Capital Markets, Investment Banking, Management, Bonds, Bloomberg, Asset Management, Hedge Funds
Education
Duke University
Dirk Huenink Dirk Huenink's Stifel Financial Corp. Experience November 2014 - Present
Job
Industry Financial Services
Experience
Stifel Financial Corp. November 2014 - Present
Piper Jaffray January 2011 - Present
Vining Spark IBG 2010 - 2011
Wells Fargo 2008 - 2010
Rainier Investment Management 2006 - 2008
Ragen MacKenzie 1999 - 2006
Education
Hobart and William Smith Colleges
Vassar College
Stifel Financial Corp. November 2014 - Present
Piper Jaffray January 2011 - Present
Vining Spark IBG 2010 - 2011
Wells Fargo 2008 - 2010
Rainier Investment Management 2006 - 2008
Ragen MacKenzie 1999 - 2006
Education
Hobart and William Smith Colleges
Vassar College
Adam Reed's Stifel Financial Corp. Experience October 2014 - February 2015
Job ASP.NET Web Developer Specializing in Front End JavaScript Frameworks
Industry Health, Wellness and Fitness
Experience
TDK Technologies February 2015 - Present
Stifel Financial Corp. October 2014 - February 2015
Magellan Health Services October 2013 - October 2014
McKendree University October 2009 - September 2013
Christian Brothers College High School August 2008 - October 2009
Uniforms for U Inc. January 2004 - December 2007
Skills
.NET, C#, ASP.NET MVC, AngularJS, JavaScript, CSS3, HTML5, Visual Studio, jQuery, SQL, Qunit, ASP.NET, Software Deployment, MongoDB, VB.NET, Python, Team Foundation Server..., VBScript, Microsoft SQL Server, Active Directory, Group Policy, Windows Server, Windows 7, Troubleshooting, SharePoint, Networking, System Administration, Blackboard Learn+ 9.1..., WSUS, Hyper-V, Windows Deployment..., Windows 8, SharePoint 2010..., BigBlueButton, Windows Media Server, Programming, VMware, Windows, IIS, Virtualization, Powershell, Database Design, Python 2.7, Application..., Operating Systems, Stored Procedures, Java, ReactJS
Education
Saint Louis University 2012 — 2015
Bachelors Degree, Computer Science
Fontbonne University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
McKendree University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
TDK Technologies February 2015 - Present
Stifel Financial Corp. October 2014 - February 2015
Magellan Health Services October 2013 - October 2014
McKendree University October 2009 - September 2013
Christian Brothers College High School August 2008 - October 2009
Uniforms for U Inc. January 2004 - December 2007
Skills
.NET, C#, ASP.NET MVC, AngularJS, JavaScript, CSS3, HTML5, Visual Studio, jQuery, SQL, Qunit, ASP.NET, Software Deployment, MongoDB, VB.NET, Python, Team Foundation Server..., VBScript, Microsoft SQL Server, Active Directory, Group Policy, Windows Server, Windows 7, Troubleshooting, SharePoint, Networking, System Administration, Blackboard Learn+ 9.1..., WSUS, Hyper-V, Windows Deployment..., Windows 8, SharePoint 2010..., BigBlueButton, Windows Media Server, Programming, VMware, Windows, IIS, Virtualization, Powershell, Database Design, Python 2.7, Application..., Operating Systems, Stored Procedures, Java, ReactJS
Education
Saint Louis University 2012 — 2015
Bachelors Degree, Computer Science
Fontbonne University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
McKendree University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Christine Lozier Christine Lozier's Stifel Financial Corp. Experience June 2013 - August 2013
Job Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
Knight Capital Group January 2013 - March 2013
Skills
Series 7, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Psychology
University of Sydney
Economics
Guggenheim Investments July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
Knight Capital Group January 2013 - March 2013
Skills
Series 7, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Psychology
University of Sydney
Economics
Andrew Pence Andrew Pence's Stifel Financial Corp. Experience June 2010 - August 2010
Job Associate at The Meridian Group
Industry Financial Services
Experience
The Meridian Group DC February 2014 - Present
Cassidy Turley June 2012 - February 2014
Goldman Sachs June 2011 - August 2011
Stifel Financial Corp. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Argus Modeling, Microsoft Excel, Research, Business Strategy, Accounting
Education
Georgetown University 2008 — 2012
Bachelor of Applied Science (BASc), International Economics
Brebeuf Jesuit Preparatory School 2005 — 2008
The Meridian Group DC February 2014 - Present
Cassidy Turley June 2012 - February 2014
Goldman Sachs June 2011 - August 2011
Stifel Financial Corp. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Argus Modeling, Microsoft Excel, Research, Business Strategy, Accounting
Education
Georgetown University 2008 — 2012
Bachelor of Applied Science (BASc), International Economics
Brebeuf Jesuit Preparatory School 2005 — 2008
Hersh Kumbhani Hersh Kumbhani's Stifel Financial Corp. Experience April 2005 - December 2005
Job AVP Operations at Zomato
Industry Internet
Experience
Zomato September 2014 - Present
Trabblr Ltd 2010 - December 2014
Jefferies & Company January 2006 - August 2008
Stifel Financial Corp. April 2005 - December 2005
Skills
Start-ups, Financial Modeling, Corporate Development, Valuation, Entrepreneurship, Investment Banking, Business Development, Due Diligence, Photography, Venture Capital
Education
Cornell University 2002 — 2005
Bachelor's Degree, Applied Economics & Management, cum laude
University of Wisconsin-Madison 2001 — 2002
The Mahindra United World College of India 1999 — 2001
International Baccalaureate Diploma
Zomato September 2014 - Present
Trabblr Ltd 2010 - December 2014
Jefferies & Company January 2006 - August 2008
Stifel Financial Corp. April 2005 - December 2005
Skills
Start-ups, Financial Modeling, Corporate Development, Valuation, Entrepreneurship, Investment Banking, Business Development, Due Diligence, Photography, Venture Capital
Education
Cornell University 2002 — 2005
Bachelor's Degree, Applied Economics & Management, cum laude
University of Wisconsin-Madison 2001 — 2002
The Mahindra United World College of India 1999 — 2001
International Baccalaureate Diploma
Claire Chamberlin Claire Chamberlin's Stifel Financial Corp. Experience December 2014 - Present
Job Equity Research Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2014 - Present
Goldman Sachs August 2014 - December 2014
JPMorgan Chase August 2013 - August 2014
UBS September 2012 - December 2012
US Securities and Exchange Commission May 2012 - August 2012
Skills
Bloomberg, Bloomberg Terminal, Equities, Equity Research, Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Valuation, Wealth Management, Fixed Income, Investments
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics-Statistics
Stifel Financial Corp. December 2014 - Present
Goldman Sachs August 2014 - December 2014
JPMorgan Chase August 2013 - August 2014
UBS September 2012 - December 2012
US Securities and Exchange Commission May 2012 - August 2012
Skills
Bloomberg, Bloomberg Terminal, Equities, Equity Research, Financial Analysis, Financial Modeling, Portfolio Management, Series 7, Valuation, Wealth Management, Fixed Income, Investments
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics-Statistics
Christina DePalma Christina DePalma's Stifel Financial Corp. Experience October 2011 - March 2013
Job Financial Services Professional
Industry Banking
Experience
Wedbush Securities July 2014 - June 2015
UBS June 2013 - April 2014
Stifel Financial Corp. October 2011 - March 2013
Arcadian Health Plan August 2010 - October 2011
Cornell University November 2009 - May 2010
Cornell University Hans Bethe House Council August 2008 - May 2010
Cornell University New Student Programs August 2008 - August 2009
Ace Landscaping Corporation May 2005 - August 2009
Capstone Business Credit, LLC May 2009 - July 2009
Marketing Plan Development and Team Building January 2008 - December 2008
Skills
Marketing, Leadership, Social Media, Management, Research, PowerPoint, Advertising, Microsoft Word, Microsoft Office, Customer Service, Fundraising, Nonprofits, Social Networking, Project Planning, Data Analysis, Event Planning, Training, Social Media Marketing, Business Strategy, Market Research, Marketing Communications
Education
Cornell University 2007 — 2010
Bachelor's Degree, Applied Economics and Management
Wedbush Securities July 2014 - June 2015
UBS June 2013 - April 2014
Stifel Financial Corp. October 2011 - March 2013
Arcadian Health Plan August 2010 - October 2011
Cornell University November 2009 - May 2010
Cornell University Hans Bethe House Council August 2008 - May 2010
Cornell University New Student Programs August 2008 - August 2009
Ace Landscaping Corporation May 2005 - August 2009
Capstone Business Credit, LLC May 2009 - July 2009
Marketing Plan Development and Team Building January 2008 - December 2008
Skills
Marketing, Leadership, Social Media, Management, Research, PowerPoint, Advertising, Microsoft Word, Microsoft Office, Customer Service, Fundraising, Nonprofits, Social Networking, Project Planning, Data Analysis, Event Planning, Training, Social Media Marketing, Business Strategy, Market Research, Marketing Communications
Education
Cornell University 2007 — 2010
Bachelor's Degree, Applied Economics and Management
Becky Vogel Becky Vogel's Stifel Financial Corp. Experience June 2014 - Present
Job Surveillance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
UBS Wealth Management July 2012 - June 2014
Morgan Stanley October 2011 - July 2012
Wells Fargo Advisors August 2011 - December 2011
Stifel Nicolaus November 1997 - August 2011
Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA
Education
Greenville College 2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership
Stifel Financial Corp. June 2014 - Present
UBS Wealth Management July 2012 - June 2014
Morgan Stanley October 2011 - July 2012
Wells Fargo Advisors August 2011 - December 2011
Stifel Nicolaus November 1997 - August 2011
Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA
Education
Greenville College 2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership
Bret Ploucha Bret Ploucha's Stifel Financial Corp. Experience April 2014 - Present
Job Associate Equity Research, Electrical Equipment and MultiIndustry at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. April 2014 - Present
Skills
Series 7, Bloomberg, Investments, Portfolio Management, Equities, Financial Analysis, Series 63, Securities, Equity Research, Capital Markets, Financial Modeling, Valuation, Capital IQ, Microsoft Excel, Equity Valuation, Asset Allocation, Mutual Funds, Market Research, PowerPoint, Hedge Funds
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2011
Bachelor of Science Fall 2011, Business Administration-Economics: Monetary Policies and Macroeconomic concentrations
Stifel Financial Corp. April 2014 - Present
Skills
Series 7, Bloomberg, Investments, Portfolio Management, Equities, Financial Analysis, Series 63, Securities, Equity Research, Capital Markets, Financial Modeling, Valuation, Capital IQ, Microsoft Excel, Equity Valuation, Asset Allocation, Mutual Funds, Market Research, PowerPoint, Hedge Funds
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2011
Bachelor of Science Fall 2011, Business Administration-Economics: Monetary Policies and Macroeconomic concentrations
Ricardo Faillace Ricardo Faillace's Stifel Financial Corp. Experience February 2012 - June 2014
Job Managing Director – Cambridge Global Payments
Industry Financial Services
Experience
Cambridge Global Payments January 2015 - Present
Stifel Financial Corp. February 2012 - June 2014
Societe Generale US August 2003 - January 2012
BNP Paribas September 1988 - August 2003
Citibank July 1987 - September 1988
Republic National Bank January 1981 - July 1987
Skills
Asset Managment, Credit Derivatives, Corporate Finance, Currency, Emerging Markets, FX Options, Equities, Finance, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Rates, Risk Management, Structured Finance, Structured Products, Trading, Trading Systems, Capital Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, International Finance
Northeastern University 1973 — 1978
BA, Finance
KCP 1967 — 1973
High School and Bachillerato
Cambridge Global Payments January 2015 - Present
Stifel Financial Corp. February 2012 - June 2014
Societe Generale US August 2003 - January 2012
BNP Paribas September 1988 - August 2003
Citibank July 1987 - September 1988
Republic National Bank January 1981 - July 1987
Skills
Asset Managment, Credit Derivatives, Corporate Finance, Currency, Emerging Markets, FX Options, Equities, Finance, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Rates, Risk Management, Structured Finance, Structured Products, Trading, Trading Systems, Capital Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, International Finance
Northeastern University 1973 — 1978
BA, Finance
KCP 1967 — 1973
High School and Bachillerato
Anna Slevin Anna Slevin's Stifel Financial Corp. Experience July 2012 - July 2014
Job Women's Contemporary Designer, Anna Slevin Collection
Industry Apparel & Fashion
Experience
Anna Slevin Collection August 2014 - Present
Stifel Financial Corp. July 2012 - July 2014
Diane von Furstenberg January 2012 - July 2012
Rodarte October 2011 - December 2011
Morgan Stanley May 2008 - September 2011
HELMUT LANG 2008 - 2008
Skills
Fashion Design, Photoshop, Styling, Pattern Making, Sales, Drawing, Fashion Illustration, Social Media, Microsoft Office, Microsoft Excel, Merchandising, Securities, PowerPoint, Series 7, Series 63, Microsoft Word, Outlook, Mac, Insurance, Analysis, Investments, Excel, Word, PC, Team Leadership
Education
Illinois Wesleyan University
Bachelor of Arts (B.A.), Business Administration and Management
St Bede Academy
College Preparatory School
Anna Slevin Collection August 2014 - Present
Stifel Financial Corp. July 2012 - July 2014
Diane von Furstenberg January 2012 - July 2012
Rodarte October 2011 - December 2011
Morgan Stanley May 2008 - September 2011
HELMUT LANG 2008 - 2008
Skills
Fashion Design, Photoshop, Styling, Pattern Making, Sales, Drawing, Fashion Illustration, Social Media, Microsoft Office, Microsoft Excel, Merchandising, Securities, PowerPoint, Series 7, Series 63, Microsoft Word, Outlook, Mac, Insurance, Analysis, Investments, Excel, Word, PC, Team Leadership
Education
Illinois Wesleyan University
Bachelor of Arts (B.A.), Business Administration and Management
St Bede Academy
College Preparatory School
Jean-Luc Servat Jean-Luc Servat's Stifel Financial Corp. Experience June 2011 - February 2013
Job Principal at Panoramic Capital Advisors
Industry Investment Banking
Experience
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Nick Judson Nick Judson's Stifel Financial Corp. Experience July 2013 - April 2014
Job Print Production Manager & Graphic Designer at The UPS Store
Industry Retail
Experience
The UPS Store October 2014 - Present
Stifel Financial Corp. July 2013 - April 2014
The UPS Store 2010 - 2013
The Home Depot 2010 - 2010
Skills
Customer Service, Technology, Mac OS, InDesign, Illustrator, Photoshop, Microsoft Office, Management, Sales, Graphic Design, Photography, Direct Mail, Analysis, Time Management, Microsoft Excel, Public Speaking, Digital Printing, Leadership, Teamwork, Research, Retail, Microsoft Word
Education
Cuesta College 2010 — 2013
Business Administration
Watsonville High School 2006 — 2009
High School Diploma, General Education
The UPS Store October 2014 - Present
Stifel Financial Corp. July 2013 - April 2014
The UPS Store 2010 - 2013
The Home Depot 2010 - 2010
Skills
Customer Service, Technology, Mac OS, InDesign, Illustrator, Photoshop, Microsoft Office, Management, Sales, Graphic Design, Photography, Direct Mail, Analysis, Time Management, Microsoft Excel, Public Speaking, Digital Printing, Leadership, Teamwork, Research, Retail, Microsoft Word
Education
Cuesta College 2010 — 2013
Business Administration
Watsonville High School 2006 — 2009
High School Diploma, General Education
Paul Sanchez Paul Sanchez's Stifel Financial Corp. Experience June 2012 - June 2013
Job New Beginnings
Industry Computer Software
Experience
Zenefits November 2014 - June 2015
Zenefits April 2014 - November 2014
PeopleMatter September 2013 - April 2014
Stifel Financial Corp. June 2012 - June 2013
SNP Communications June 2011 - January 2012
The Institute of Economic Affairs July 2010 - June 2011
Skills
Series 7, Investments, Marketing Operations, Financial Modeling, Portfolio Management, Public Speaking, Microsoft Applications, Bloomberg Software, ThomsonOne, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Networking, Sales, Customer Service, Business Development, Microsoft Word, Access, Salesforce.com, Financial Analysis, Asset Allocation, Startup Development, SaaS, Leadership, Property & Casualty..., Health Insurance, Insurance, Employee Benefits, Benefits Administration, Affordable Care Act, HR Consulting, HRIS, Life Insurance
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.S.), Economics
Foundation for International Education 2010 — 2010
Imperial College London 2010 — 2010
Study Abroad Program
Zenefits November 2014 - June 2015
Zenefits April 2014 - November 2014
PeopleMatter September 2013 - April 2014
Stifel Financial Corp. June 2012 - June 2013
SNP Communications June 2011 - January 2012
The Institute of Economic Affairs July 2010 - June 2011
Skills
Series 7, Investments, Marketing Operations, Financial Modeling, Portfolio Management, Public Speaking, Microsoft Applications, Bloomberg Software, ThomsonOne, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Networking, Sales, Customer Service, Business Development, Microsoft Word, Access, Salesforce.com, Financial Analysis, Asset Allocation, Startup Development, SaaS, Leadership, Property & Casualty..., Health Insurance, Insurance, Employee Benefits, Benefits Administration, Affordable Care Act, HR Consulting, HRIS, Life Insurance
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.S.), Economics
Foundation for International Education 2010 — 2010
Imperial College London 2010 — 2010
Study Abroad Program
Mac Trivedi Mac Trivedi's Stifel Financial Corp. Experience 2012 - 2013
Job Director of Credit at The Credit Junction
Industry Investment Management
Experience
Stifel Financial Corp. 2012 - 2013
Cantor Fitzgerald 2010 - 2012
American Residential Equities 2009 - 2010
Premier Mortgage Funding, Inc 2006 - 2008
Genesis Lending 2000 - 2006
Skills
Finance, Alternative Investments, Valuation, Capital Markets, Financial Analysis, Equity Research, Real Estate, Asset Managment, Mortgage Lending, Marketing, Loans, Financial Markets, Private Equity, Portfolio Management, Financial Modeling, Strategic Partnerships, Mortgage Banking, Series 7, Hedge Funds, Investments, Series 63, FHA, Investment Banking, Fixed Income, Equities, Derivatives, Sales, Asset Management
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Michigan 1996 — 2000
B.S., Economics
Stifel Financial Corp. 2012 - 2013
Cantor Fitzgerald 2010 - 2012
American Residential Equities 2009 - 2010
Premier Mortgage Funding, Inc 2006 - 2008
Genesis Lending 2000 - 2006
Skills
Finance, Alternative Investments, Valuation, Capital Markets, Financial Analysis, Equity Research, Real Estate, Asset Managment, Mortgage Lending, Marketing, Loans, Financial Markets, Private Equity, Portfolio Management, Financial Modeling, Strategic Partnerships, Mortgage Banking, Series 7, Hedge Funds, Investments, Series 63, FHA, Investment Banking, Fixed Income, Equities, Derivatives, Sales, Asset Management
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Michigan 1996 — 2000
B.S., Economics
Andrew Pyke, CFA Andrew Pyke, CFA's Stifel Financial Corp. Experience October 2010 - September 2013
Job International Equity Transactions TIAA CREF
Industry Real Estate
Experience
TIAA-CREF September 2013 - Present
Stifel Financial Corp. October 2010 - September 2013
ACS Technologies September 2009 - October 2010
Skills
Microsoft Office 2007, SNL, Series 7, Series 86, series 87, FactSet, Equity Research, Real Estate Financing, Real Estate, Bloomberg, Commercial Real Estate, Commercial Mortgage..., Risk Analytics, Argus Modeling, Portfolio Management, Financial Modeling, Capital Markets, Asset Management, Financial Analysis, Valuation
Education
UNC Chapel Hill 2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Franklin & Marshall College 2005 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Gilman School 1998 — 2005
TIAA-CREF September 2013 - Present
Stifel Financial Corp. October 2010 - September 2013
ACS Technologies September 2009 - October 2010
Skills
Microsoft Office 2007, SNL, Series 7, Series 86, series 87, FactSet, Equity Research, Real Estate Financing, Real Estate, Bloomberg, Commercial Real Estate, Commercial Mortgage..., Risk Analytics, Argus Modeling, Portfolio Management, Financial Modeling, Capital Markets, Asset Management, Financial Analysis, Valuation
Education
UNC Chapel Hill 2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Franklin & Marshall College 2005 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Gilman School 1998 — 2005
Andrew Shinn, CFA Andrew Shinn, CFA's Stifel Financial Corp. Experience January 2013 - Present
Job Equity Research Associate Analyst at Stifel
Industry Investment Management
Experience
Stifel Financial Corp. January 2013 - Present
NISA Investment Advisors May 2012 - August 2012
SunGard Financial Systems January 2010 - May 2012
SunGard Financial Systems November 2007 - December 2009
The ASTEC Consulting Group, Inc June 2004 - October 2007
Skills
Equities, Securities Lending, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Electronic Trading, Securities, Bloomberg, Banking, Finance, Fixed Income, Equity Research, Valuation, Investments, Financial Modeling
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA)
New York University 2006 — 2008
School of Continuing and Professional Studies
Fordham University 1998 — 2002
BA
Saint Louis University High School 1994 — 1998
Diploma
Stifel Financial Corp. January 2013 - Present
NISA Investment Advisors May 2012 - August 2012
SunGard Financial Systems January 2010 - May 2012
SunGard Financial Systems November 2007 - December 2009
The ASTEC Consulting Group, Inc June 2004 - October 2007
Skills
Equities, Securities Lending, Capital Markets, Derivatives, Financial Analysis, Hedge Funds, Electronic Trading, Securities, Bloomberg, Banking, Finance, Fixed Income, Equity Research, Valuation, Investments, Financial Modeling
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA)
New York University 2006 — 2008
School of Continuing and Professional Studies
Fordham University 1998 — 2002
BA
Saint Louis University High School 1994 — 1998
Diploma
Brian Baum Brian Baum's Stifel Financial Corp. Experience July 2012 - September 2013
Job Investment Banking Analyst at Sawaya Segalas
Industry Investment Banking
Experience
Sawaya Segalas September 2015 - Present
Ramy Brook LLC February 2015 - August 2015
Wells Fargo Securities September 2013 - June 2014
Stifel Financial Corp. July 2012 - September 2013
Walnut Ridge Farms June 2008 - August 2008
Skills
Financial Advisory, Valuation
Education
Miami University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Elon University 2008 — 2009
The Pembroke Hill School
Sawaya Segalas September 2015 - Present
Ramy Brook LLC February 2015 - August 2015
Wells Fargo Securities September 2013 - June 2014
Stifel Financial Corp. July 2012 - September 2013
Walnut Ridge Farms June 2008 - August 2008
Skills
Financial Advisory, Valuation
Education
Miami University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Elon University 2008 — 2009
The Pembroke Hill School
Rocco Clauss Rocco Clauss's Stifel Financial Corp. Experience May 2014 - Present
Job Energy Broker Tradition Energy
Industry Capital Markets
Experience
Tradition Energy March 2015 - Present
Stifel Financial Corp. May 2014 - Present
Global Securities Colombia November 2013 - December 2013
Global Securities Colombia October 2013 - November 2013
Chardan Capital Markets March 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Merrill Lynch April 2011 - May 2012
J&R's Orgainic Beef Distributing Co. September 2007 - April 2012
Merrill Lynch February 2011 - April 2011
Merrill Lynch December 2010 - February 2011
Skills
Boxing, Commodity Markets, Electric Guitar, Equities, Fishing, Fixed Income, Futures, Hunting, Options Strategies, Ski Racing, Structured Products, Trading, Bloomberg, Financial Structuring, Investments, Options, Equity Trading, Asset Management
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
SUNY Plattsburgh 2008 — 2010
Bachelor of Arts (B.A.), Business, 3.73
Home School 1998 — 2008
GED, 3.81
Tradition Energy March 2015 - Present
Stifel Financial Corp. May 2014 - Present
Global Securities Colombia November 2013 - December 2013
Global Securities Colombia October 2013 - November 2013
Chardan Capital Markets March 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Merrill Lynch April 2011 - May 2012
J&R's Orgainic Beef Distributing Co. September 2007 - April 2012
Merrill Lynch February 2011 - April 2011
Merrill Lynch December 2010 - February 2011
Skills
Boxing, Commodity Markets, Electric Guitar, Equities, Fishing, Fixed Income, Futures, Hunting, Options Strategies, Ski Racing, Structured Products, Trading, Bloomberg, Financial Structuring, Investments, Options, Equity Trading, Asset Management
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
SUNY Plattsburgh 2008 — 2010
Bachelor of Arts (B.A.), Business, 3.73
Home School 1998 — 2008
GED, 3.81
Melisa Bardhi's Stifel Financial Corp. Experience October 2014 - Present
Job Mergers & Acquisitions Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. October 2014 - Present
J.P. Morgan June 2013 - September 2014
J.P. Morgan June 2012 - August 2012
Borough President Scott Stringer May 2011 - October 2011
World Policy Institute November 2010 - May 2011
Congresswoman Carolyn Maloney June 2010 - August 2010
Bank of America May 2009 - September 2009
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's Degree, Financial Economics & Political Science
Stifel Financial Corp. October 2014 - Present
J.P. Morgan June 2013 - September 2014
J.P. Morgan June 2012 - August 2012
Borough President Scott Stringer May 2011 - October 2011
World Policy Institute November 2010 - May 2011
Congresswoman Carolyn Maloney June 2010 - August 2010
Bank of America May 2009 - September 2009
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's Degree, Financial Economics & Political Science
Toyia Giles Toyia Giles's Stifel Financial Corp. Experience September 2015 - Present
Job Administrative Assistant at Stifel Financial Corp.
Industry Marketing and Advertising
Experience
Stifel Financial Corp. September 2015 - Present
Renegade Communications November 2011 - May 2015
ARG Inc. October 2009 - November 2011
Erate Elite Services June 2007 - October 2009
National Office of the NAACP August 2006 - June 2007
Skills
Complex Calendar..., Cross-functional..., Time Management, Travel Arrangements, Event Planning, Organization &..., Manage Complex Projects, Software Documentation, Management, Research, Training, Secondary Research, Problem Solving, Process Scheduler, SharePoint, Invoicing, PowerPoint, Microsoft Excel, SAP, Databases, Logistics, Market Research, Networking, Proposal Writing, Event Management
Education
Edinboro University of Pennsylvania
Stifel Financial Corp. September 2015 - Present
Renegade Communications November 2011 - May 2015
ARG Inc. October 2009 - November 2011
Erate Elite Services June 2007 - October 2009
National Office of the NAACP August 2006 - June 2007
Skills
Complex Calendar..., Cross-functional..., Time Management, Travel Arrangements, Event Planning, Organization &..., Manage Complex Projects, Software Documentation, Management, Research, Training, Secondary Research, Problem Solving, Process Scheduler, SharePoint, Invoicing, PowerPoint, Microsoft Excel, SAP, Databases, Logistics, Market Research, Networking, Proposal Writing, Event Management
Education
Edinboro University of Pennsylvania
F. William Van Kirk Jr. F. William Van Kirk Jr.'s Stifel Financial Corp. Experience 2008 - 2014
Job LPL Registered Principal
Industry Financial Services
Experience
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2008 - 2014
UBS 2003 - 2008
UBS Paine Webber 2000 - 2003
Education
Georgia Institute of Technology
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2008 - 2014
UBS 2003 - 2008
UBS Paine Webber 2000 - 2003
Education
Georgia Institute of Technology
Elisa Kalani's Stifel Financial Corp. Experience June 2013 - August 2013
Job Barista at Mohr & McPherson
Industry Marketing and Advertising
Experience
Mohr & McPherson October 2014 - July 2015
Stifel Financial Corp. June 2013 - August 2013
Elisa Kalani Tutoring September 2011 - August 2012
Pine Hollow Auto Care June 2010 - August 2012
Charles Zadeh Enterprises August 2009 - September 2009
Skills
Facebook, Social Media Marketing, Social Networking, Public Relations, Marketing, Marketing Communications, Event Planning, Photoshop, PowerPoint, Microsoft Office, Microsoft Word, Press Releases, Market Research, Outlook
Education
Emerson College 2012 — 2016
Bachelor's Degree, Writing for Film and Television
Herricks High School 2008 — 2012
Advanced Regents Diploma
Mohr & McPherson October 2014 - July 2015
Stifel Financial Corp. June 2013 - August 2013
Elisa Kalani Tutoring September 2011 - August 2012
Pine Hollow Auto Care June 2010 - August 2012
Charles Zadeh Enterprises August 2009 - September 2009
Skills
Facebook, Social Media Marketing, Social Networking, Public Relations, Marketing, Marketing Communications, Event Planning, Photoshop, PowerPoint, Microsoft Office, Microsoft Word, Press Releases, Market Research, Outlook
Education
Emerson College 2012 — 2016
Bachelor's Degree, Writing for Film and Television
Herricks High School 2008 — 2012
Advanced Regents Diploma
Adam Lubart Adam Lubart's Stifel Financial Corp. Experience July 2013 - April 2014
Job Investment Banking Associate at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners April 2014 - Present
Stifel Financial Corp. July 2013 - April 2014
American Express August 2004 - June 2011
Skills
Corporate Finance, Investment Banking, Capital Markets, Equities, Financial Analysis, Financial Modeling, Mergers, Private Equity, Valuation, Emerging Markets, Hedge Funds
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance & Economics, Dean's List
Hamilton College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy
Perella Weinberg Partners April 2014 - Present
Stifel Financial Corp. July 2013 - April 2014
American Express August 2004 - June 2011
Skills
Corporate Finance, Investment Banking, Capital Markets, Equities, Financial Analysis, Financial Modeling, Mergers, Private Equity, Valuation, Emerging Markets, Hedge Funds
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance & Economics, Dean's List
Hamilton College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy
Chiqui Matthew's Stifel Financial Corp. Experience 2013 - Present
Job Director, ECredit Sales at Tradeweb
Industry Financial Services
Experience
Tradeweb June 2014 - Present
Stifel Financial Corp. 2013 - Present
Knight Capital Group 2012 - April 2013
Goldman Sachs 2000 - 2011
Skills
Fixed Income, Hedge Funds, Derivatives, Series 7, Alternative Investments, Securities, Bloomberg, Structured Products, Valuation, Series 63, Insurance Linked..., Credit Analysis, Credit Derivatives
Education
Harvard University 1996 — 2000
B.A., Social Studies
The Dalton School 1993 — 1996
The Allen-Stevenson School
Tradeweb June 2014 - Present
Stifel Financial Corp. 2013 - Present
Knight Capital Group 2012 - April 2013
Goldman Sachs 2000 - 2011
Skills
Fixed Income, Hedge Funds, Derivatives, Series 7, Alternative Investments, Securities, Bloomberg, Structured Products, Valuation, Series 63, Insurance Linked..., Credit Analysis, Credit Derivatives
Education
Harvard University 1996 — 2000
B.A., Social Studies
The Dalton School 1993 — 1996
The Allen-Stevenson School
Corey Malone, M.B.A.'s Stifel Financial Corp. Experience March 2008 - March 2011
Job Financial Analyst Marketing at Michaels Stores, Inc.
Industry Retail
Experience
Michaels Stores, Inc. January 2015 - Present
Michaels Stores, Inc. April 2014 - January 2015
Ameren March 2012 - April 2014
NISA March 2011 - March 2012
Stifel Financial Corp. March 2008 - March 2011
Skills
Basketball Official, Basketball Coaching, Lifestyle Management, Access, Financial Analysis, Forecasting, Analysis, Finance, Coaching, Training, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Budgets, Management, Leadership
Education
Lindenwood University 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
Illinois State University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Michaels Stores, Inc. January 2015 - Present
Michaels Stores, Inc. April 2014 - January 2015
Ameren March 2012 - April 2014
NISA March 2011 - March 2012
Stifel Financial Corp. March 2008 - March 2011
Skills
Basketball Official, Basketball Coaching, Lifestyle Management, Access, Financial Analysis, Forecasting, Analysis, Finance, Coaching, Training, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Budgets, Management, Leadership
Education
Lindenwood University 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
Illinois State University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Andrew Abe Andrew Abe's Stifel Financial Corp. Experience May 2012 - March 2013
Job Internal Wholesaler at Incapital
Industry Investment Management
Experience
Incapital August 2015 - Present
Nuveen Investments April 2013 - August 2015
Stifel Financial Corp. May 2012 - March 2013
Follett Higher Education Group, North Central College Bookstore January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Disciplined, Result Oriented, Accounting, Forecasting, Sales
Education
Hope College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Naperville North High School 2004 — 2008
Diploma
Incapital August 2015 - Present
Nuveen Investments April 2013 - August 2015
Stifel Financial Corp. May 2012 - March 2013
Follett Higher Education Group, North Central College Bookstore January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Disciplined, Result Oriented, Accounting, Forecasting, Sales
Education
Hope College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Naperville North High School 2004 — 2008
Diploma
Julian Hamill Julian Hamill's Stifel Financial Corp. Experience October 2012 - Present
Job Director, Investment Banking
Industry Investment Banking
Experience
Stifel Financial Corp. October 2012 - Present
Evercore Partners July 2010 - August 2012
Bridgetown Capital Partners April 2009 - June 2010
Merrill Lynch January 2007 - March 2009
Merrill Lynch June 2000 - December 2006
Arthur Andersen August 1997 - June 2000
Arthur Andersen June 1996 - August 1996
Coopers & Lybrand June 1995 - August 1995
Skills
Valuation, Due Diligence, Deal Structuring, Private Equity, Corporate Finance, IPO, Mergers, Financial Modeling, Strategic Planning, Negotiation, Team Building, Research, Financial Analysis, Business Planning, Start-ups, Problem Solving, Business Strategy, Divestitures, Joint Ventures, DCF, Business Valuation, Debt, Structuring, Corporate Development, LBO, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Executive Education, Finance
Georgetown University 1993 — 1997
BS, Business Administration: Accounting / Finance
Bellarmine College Preparatory 1989 — 1993
High School
Stifel Financial Corp. October 2012 - Present
Evercore Partners July 2010 - August 2012
Bridgetown Capital Partners April 2009 - June 2010
Merrill Lynch January 2007 - March 2009
Merrill Lynch June 2000 - December 2006
Arthur Andersen August 1997 - June 2000
Arthur Andersen June 1996 - August 1996
Coopers & Lybrand June 1995 - August 1995
Skills
Valuation, Due Diligence, Deal Structuring, Private Equity, Corporate Finance, IPO, Mergers, Financial Modeling, Strategic Planning, Negotiation, Team Building, Research, Financial Analysis, Business Planning, Start-ups, Problem Solving, Business Strategy, Divestitures, Joint Ventures, DCF, Business Valuation, Debt, Structuring, Corporate Development, LBO, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Executive Education, Finance
Georgetown University 1993 — 1997
BS, Business Administration: Accounting / Finance
Bellarmine College Preparatory 1989 — 1993
High School
Ana (Magalhaes) Marquez Ana (Magalhaes) Marquez's Stifel Financial Corp. Experience July 2015 - Present
Job Compliance Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Oriel Securities / Stifel Nicolaus Europe June 2014 - May 2015
Trustwave December 2013 - May 2014
Reech AiM Group August 2013 - December 2013
American Express May 2013 - August 2013
Hogan Lovells January 2013 - February 2013
PeoplePerHour.com January 2009 - November 2012
Ashurst July 2012 - July 2012
Cameira Legal May 2012 - June 2012
Blanco February 2012 - February 2012
Skills
Research, Financial Regulation, Spanish, Legal Compliance, Latin America, Investment Management, Corporate Law, EMEA, Microsoft Office, PLC, Document Drafting, Financial Services, Legal Writing, Teamwork, Commercial Litigation, Legal Research
Education
London School of Economics and Political Science, U. of London 2010 — 2013
Bachelor of Laws (LLB), Law, Hons
Harvard Law School 2011 — 2011
Law and Psychology, A-
Newport Grammar School 2008 — 2010
A-levels, AAABB
Stifel Financial Corp. July 2015 - Present
Oriel Securities / Stifel Nicolaus Europe June 2014 - May 2015
Trustwave December 2013 - May 2014
Reech AiM Group August 2013 - December 2013
American Express May 2013 - August 2013
Hogan Lovells January 2013 - February 2013
PeoplePerHour.com January 2009 - November 2012
Ashurst July 2012 - July 2012
Cameira Legal May 2012 - June 2012
Blanco February 2012 - February 2012
Skills
Research, Financial Regulation, Spanish, Legal Compliance, Latin America, Investment Management, Corporate Law, EMEA, Microsoft Office, PLC, Document Drafting, Financial Services, Legal Writing, Teamwork, Commercial Litigation, Legal Research
Education
London School of Economics and Political Science, U. of London 2010 — 2013
Bachelor of Laws (LLB), Law, Hons
Harvard Law School 2011 — 2011
Law and Psychology, A-
Newport Grammar School 2008 — 2010
A-levels, AAABB
David Weis David Weis's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2014 - Present
The Hilltop MicroFinance Initiative, Inc. October 2011 - January 2014
KippsDeSanto & Co. June 2013 - August 2013
U.S. House of Representatives April 2010 - August 2012
Georgetown University September 2011 - April 2012
Skills
Nonprofits, Research, Politics, Editing, Financial Analysis, Economic Development, Spanish, Public Speaking, Grants, Strategy, Policy Analysis, Grant Writing, Fundraising, International..., Financial Modeling, Investment Banking, Mergers & Acquisitions
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Government
Paramus Catholic High School 2006 — 2010
Stifel Financial Corp. July 2014 - Present
The Hilltop MicroFinance Initiative, Inc. October 2011 - January 2014
KippsDeSanto & Co. June 2013 - August 2013
U.S. House of Representatives April 2010 - August 2012
Georgetown University September 2011 - April 2012
Skills
Nonprofits, Research, Politics, Editing, Financial Analysis, Economic Development, Spanish, Public Speaking, Grants, Strategy, Policy Analysis, Grant Writing, Fundraising, International..., Financial Modeling, Investment Banking, Mergers & Acquisitions
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Government
Paramus Catholic High School 2006 — 2010
Carmine Di Maro's Stifel Financial Corp. Experience March 2012 - June 2012
Job Product Development Intern at Rock Ventures
Industry Financial Services
Experience
Rock Ventures May 2015 - Present
Venture for America September 2013 - Present
CarLotz January 2015 - May 2015
Vinylmint May 2014 - August 2014
80amps January 2014 - August 2014
Lighthouse labs April 2013 - June 2013
Stifel Financial Corp. March 2012 - June 2012
Skills
Entrepreneurship, Innovation, Event Planning, Start-ups, Finance, Teamwork, Investments, Management, Community Outreach, Brand Development, Business Development, Strategy, Management Consulting, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Social Media, PowerPoint
Education
VCU Honors College 2012 — 2016
Bachelor's Degree, Entrepreneurship, 3.6 GPA
Harvard Business School 2015 — 2015
Summer Venture in Management
Carlisle School 1999 — 2012
Rock Ventures May 2015 - Present
Venture for America September 2013 - Present
CarLotz January 2015 - May 2015
Vinylmint May 2014 - August 2014
80amps January 2014 - August 2014
Lighthouse labs April 2013 - June 2013
Stifel Financial Corp. March 2012 - June 2012
Skills
Entrepreneurship, Innovation, Event Planning, Start-ups, Finance, Teamwork, Investments, Management, Community Outreach, Brand Development, Business Development, Strategy, Management Consulting, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Social Media, PowerPoint
Education
VCU Honors College 2012 — 2016
Bachelor's Degree, Entrepreneurship, 3.6 GPA
Harvard Business School 2015 — 2015
Summer Venture in Management
Carlisle School 1999 — 2012
Jake Wheeler Jake Wheeler's Stifel Financial Corp. Experience January 2012 - June 2012
Job Associate Director, Indigenous Education Foundation of Tanzania
Industry International Trade and Development
Experience
Indigenous Education Foundation of Tanzania November 2014 - Present
The World Bank December 2013 - October 2014
UNHCR October 2013 - May 2014
Center for Disaster Philanthropy September 2013 - January 2014
Ministry of Finance, Republic of Liberia May 2013 - July 2013
Stifel Financial Corp. January 2012 - June 2012
Private August 2010 - July 2011
LearningRx January 2010 - July 2010
The Southern Center for Human Rights September 2009 - December 2009
Families Forward May 2009 - August 2009
Skills
Editing, Program Management, Research, Non-profits, Public Speaking, Social Media, Training, Fundraising, Microsoft Excel, Analysis, Grants, Nonprofits, Government, Policy, International Relations, International..., Policy Analysis, Microsoft Office
Education
Georgetown University 2012 — 2014
Master's Degree, Global Human Development
Emory University 2004 — 2008
Bachelor of Arts, Psychology, African Studies
Indigenous Education Foundation of Tanzania November 2014 - Present
The World Bank December 2013 - October 2014
UNHCR October 2013 - May 2014
Center for Disaster Philanthropy September 2013 - January 2014
Ministry of Finance, Republic of Liberia May 2013 - July 2013
Stifel Financial Corp. January 2012 - June 2012
Private August 2010 - July 2011
LearningRx January 2010 - July 2010
The Southern Center for Human Rights September 2009 - December 2009
Families Forward May 2009 - August 2009
Skills
Editing, Program Management, Research, Non-profits, Public Speaking, Social Media, Training, Fundraising, Microsoft Excel, Analysis, Grants, Nonprofits, Government, Policy, International Relations, International..., Policy Analysis, Microsoft Office
Education
Georgetown University 2012 — 2014
Master's Degree, Global Human Development
Emory University 2004 — 2008
Bachelor of Arts, Psychology, African Studies
Louisa Murphy Louisa Murphy's Stifel Financial Corp. Experience Vice PresidentLegg MasonMay 1998 - December 2005
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. Vice PresidentLegg MasonMay 1998 - December 2005
Alex. Brown and Sons 1992 - 1994
T. Rowe Price 1989 - 1991
Skills
Alternative Investments, Asset Management, Capital Markets, Equities, Equity Research, Series 7, Valuation, Hedge Funds, Investments, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill 1994 — 1996
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
Garrison Forest School 1979 — 1985
Calvert School
Stifel Financial Corp. Vice PresidentLegg MasonMay 1998 - December 2005
Alex. Brown and Sons 1992 - 1994
T. Rowe Price 1989 - 1991
Skills
Alternative Investments, Asset Management, Capital Markets, Equities, Equity Research, Series 7, Valuation, Hedge Funds, Investments, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill 1994 — 1996
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
Garrison Forest School 1979 — 1985
Calvert School
Margaret Sellinger's Stifel Financial Corp. Experience 2004 - June 2014
Job Registered Client Service Associate
Industry Financial Services
Experience
Private Advisor Group January 2015 - Present
Stifel Financial Corp. 2004 - June 2014
Merrill Lynch 2000 - 2002
Skills
Financial Services, Series 7, Investment Banking, FINRA, Derivatives, Financial Planners, Valuation, Relationship Management, Equity Trading, AML, Trading Systems, Equity Research, Electronic Trading, Estate Planning, 401k, IRAs, Trading, Strategic Financial..., ETFs, Fixed Annuities, Asset Management, Investment Management, Portfolio Management, Capital Markets, Retirement, Retirement Planning, Options, Investments, Bloomberg, Hedge Funds, Wealth Management..., Investment Strategies, Fixed Income, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Asset Allocation, Securities, Financial Advisory, Stocks, Mutual Funds, SEC Regulations, Securities Trading, Futures Operations, Funds Processing, NFA Series 3, Series 66
Education
Montclair State University 2002 — 2004
Bachelor's Degree With Honors, Psychology
Fisher College 1984 — 1986
Associate of Science
American School of Paris 1980 — 1984
College Preparatory Program
Private Advisor Group January 2015 - Present
Stifel Financial Corp. 2004 - June 2014
Merrill Lynch 2000 - 2002
Skills
Financial Services, Series 7, Investment Banking, FINRA, Derivatives, Financial Planners, Valuation, Relationship Management, Equity Trading, AML, Trading Systems, Equity Research, Electronic Trading, Estate Planning, 401k, IRAs, Trading, Strategic Financial..., ETFs, Fixed Annuities, Asset Management, Investment Management, Portfolio Management, Capital Markets, Retirement, Retirement Planning, Options, Investments, Bloomberg, Hedge Funds, Wealth Management..., Investment Strategies, Fixed Income, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Asset Allocation, Securities, Financial Advisory, Stocks, Mutual Funds, SEC Regulations, Securities Trading, Futures Operations, Funds Processing, NFA Series 3, Series 66
Education
Montclair State University 2002 — 2004
Bachelor's Degree With Honors, Psychology
Fisher College 1984 — 1986
Associate of Science
American School of Paris 1980 — 1984
College Preparatory Program
Andrew Washkowitz's Stifel Financial Corp. Experience October 2013 - April 2015
Job Analyst at venBio
Industry Biotechnology
Experience
venBio April 2015 - Present
Stifel Financial Corp. October 2013 - April 2015
Columbia Unviersity May 2013 - October 2013
Columbia Technology Ventures March 2012 - October 2013
Columbia University September 2006 - May 2013
Columbia University September 2007 - December 2008
Harvard Stem Cell Institute September 2004 - June 2006
Skills
Developmental Biology, Molecular Biology, Embryonic Stem Cells, Pharmaceutical Industry, Biotechnology Industry, Running, Written & Oral...
Education
Columbia University 2006 — 2013
M.A., M.Phil., Ph.D., Biological Sciences
Harvard University 2000 — 2004
A.B., Biology, Cum Laude
Collegiate School
High School Diploma
venBio April 2015 - Present
Stifel Financial Corp. October 2013 - April 2015
Columbia Unviersity May 2013 - October 2013
Columbia Technology Ventures March 2012 - October 2013
Columbia University September 2006 - May 2013
Columbia University September 2007 - December 2008
Harvard Stem Cell Institute September 2004 - June 2006
Skills
Developmental Biology, Molecular Biology, Embryonic Stem Cells, Pharmaceutical Industry, Biotechnology Industry, Running, Written & Oral...
Education
Columbia University 2006 — 2013
M.A., M.Phil., Ph.D., Biological Sciences
Harvard University 2000 — 2004
A.B., Biology, Cum Laude
Collegiate School
High School Diploma
Jason Walters Jason Walters's Stifel Financial Corp. Experience April 2012 - July 2015
Job Vice President at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities August 2015 - Present
Stifel Nicolaus April 2014 - July 2015
Stifel Financial Corp. April 2012 - July 2015
Raymond James Financial Inc. February 2009 - April 2012
Education
Georgia Tech 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Christian Brothers High School 1988 — 1992
High School
Wells Fargo Securities August 2015 - Present
Stifel Nicolaus April 2014 - July 2015
Stifel Financial Corp. April 2012 - July 2015
Raymond James Financial Inc. February 2009 - April 2012
Education
Georgia Tech 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Christian Brothers High School 1988 — 1992
High School
Elizabeth Mathieson's Stifel Financial Corp. Experience November 2007 - August 2008
Job AIC at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
William Blair & Company September 2008 - March 2013
Stifel Financial Corp. November 2007 - August 2008
Skills
Series 7
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Sociology
Northern Trust March 2013 - Present
William Blair & Company September 2008 - March 2013
Stifel Financial Corp. November 2007 - August 2008
Skills
Series 7
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Sociology
Joe Lissner Joe Lissner's Stifel Financial Corp. Experience October 2012 - December 2013
Job Web Developer at Engage Software
Industry Financial Services
Experience
Engage Software December 2013 - Present
Stifel Financial Corp. October 2012 - December 2013
Team Yunnan June 2010 - July 2010
McGraw-Hill June 2008 - August 2008
Giant Campus July 2007 - August 2007
Wharf Pharmacy June 2005 - February 2006
Skills
Responsive Web Design, HTML, LESS, CSS, C#, Web Development, DotNetNuke, Photoshop, HTML5, SharePoint, Social Networking, InDesign, Web Design, Public Speaking, Bootstrap, Illustrator, SQL, Public Relations, .NET, IIS, WordPress, Quality Assurance, Atlassian JIRA, Atlassian Bonfire, After Effects, Maya, Animation, Graphic Design, 3D Modeling
Education
St. Louis Community College 2012 — 2013
Lindenwood University 2011 — 2011
Interactive media
University of Missouri-Saint Louis 2009 — 2010
Economics
DePaul University 2008 — 2009
Video Game Development
Engage Software December 2013 - Present
Stifel Financial Corp. October 2012 - December 2013
Team Yunnan June 2010 - July 2010
McGraw-Hill June 2008 - August 2008
Giant Campus July 2007 - August 2007
Wharf Pharmacy June 2005 - February 2006
Skills
Responsive Web Design, HTML, LESS, CSS, C#, Web Development, DotNetNuke, Photoshop, HTML5, SharePoint, Social Networking, InDesign, Web Design, Public Speaking, Bootstrap, Illustrator, SQL, Public Relations, .NET, IIS, WordPress, Quality Assurance, Atlassian JIRA, Atlassian Bonfire, After Effects, Maya, Animation, Graphic Design, 3D Modeling
Education
St. Louis Community College 2012 — 2013
Lindenwood University 2011 — 2011
Interactive media
University of Missouri-Saint Louis 2009 — 2010
Economics
DePaul University 2008 — 2009
Video Game Development
Mollie Maher's Stifel Financial Corp. Experience May 2010 - August 2010
Job Legal Services Coordinator at Talen Energy
Industry Oil & Energy
Experience
Talen Energy December 2014 - Present
PPL EnergyPlus July 2014 - December 2014
PPL EnergyPlus January 2013 - July 2014
PPL EnergyPlus May 2012 - August 2012
PPL EnergyPlus May 2011 - August 2011
Goldman Sachs April 2011 - April 2011
Stifel Financial Corp. May 2010 - August 2010
Starlite Diner May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Salesforce.com, Contract Management...
Education
Lehigh University 2015 — 2018
Master of Business Administration (M.B.A.)
Cornell University 2009 — 2012
Bachelor of Arts (B.A.), Economics Major and International Relations Minor, Senior
Talen Energy December 2014 - Present
PPL EnergyPlus July 2014 - December 2014
PPL EnergyPlus January 2013 - July 2014
PPL EnergyPlus May 2012 - August 2012
PPL EnergyPlus May 2011 - August 2011
Goldman Sachs April 2011 - April 2011
Stifel Financial Corp. May 2010 - August 2010
Starlite Diner May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Salesforce.com, Contract Management...
Education
Lehigh University 2015 — 2018
Master of Business Administration (M.B.A.)
Cornell University 2009 — 2012
Bachelor of Arts (B.A.), Economics Major and International Relations Minor, Senior
TJ Lenz TJ Lenz's Stifel Financial Corp. Experience September 2015 - Present
Job Managing Director Investments at Stifel Financial Corp
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Merrill Lynch February 1996 - Present
Skills
Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Retirement Planning, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Customer Service, Financial Modeling, Financial Services, Investment Strategies, Securities, Series 63
Education
Colorado State University
Stifel Financial Corp. September 2015 - Present
Merrill Lynch February 1996 - Present
Skills
Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Retirement Planning, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Customer Service, Financial Modeling, Financial Services, Investment Strategies, Securities, Series 63
Education
Colorado State University
Gene Walter's Stifel Financial Corp. Experience March 2000 - July 2004
Job Wealth Manager at Guidance Capital Management Group
Industry Financial Services
Experience
Guidance Capital Management Group at Money Concepts 2008 - Present
Money Concepts 2008 - 2014
SNA Financial Services August 2004 - December 2007
Stifel Financial Corp. March 2000 - July 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Retirement, Fixed Annuities, Series 7, Mutual Funds, IRAs, 401k, Certified Income..., Strategic Financial..., Investments, Estate Planning, Financial Advisory
Education
Eastern Kentucky University 1981 — 1982
Marketing/Marketing Management, General
Morton College 1979 — 1980
Chemistry
Guidance Capital Management Group at Money Concepts 2008 - Present
Money Concepts 2008 - 2014
SNA Financial Services August 2004 - December 2007
Stifel Financial Corp. March 2000 - July 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Retirement, Fixed Annuities, Series 7, Mutual Funds, IRAs, 401k, Certified Income..., Strategic Financial..., Investments, Estate Planning, Financial Advisory
Education
Eastern Kentucky University 1981 — 1982
Marketing/Marketing Management, General
Morton College 1979 — 1980
Chemistry
Todd Shaw Todd Shaw's Stifel Financial Corp. Experience 2012 - 2013
Job Compliance Examiner
Industry Financial Services
Experience
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
Thomas Prior Thomas Prior's Stifel Financial Corp. Experience September 2011 - November 2014
Job Managing Director at Nomura Securities Intl Inc
Industry Investment Banking
Experience
Nomura Securities Intl Inc November 2014 - Present
Stifel Financial Corp. September 2011 - November 2014
The Silverfern Group March 2010 - April 2011
Bankers Trust & Deutsche Bank Securities September 1988 - June 2008
Arthur Anderson & Co 1983 - 1988
Education
Columbia University - Columbia Business School 1991 — 1993
MBA Finance with Honors
Villanova University 1979 — 1983
BSA, Accounting - Cum Laude
Nomura Securities Intl Inc November 2014 - Present
Stifel Financial Corp. September 2011 - November 2014
The Silverfern Group March 2010 - April 2011
Bankers Trust & Deutsche Bank Securities September 1988 - June 2008
Arthur Anderson & Co 1983 - 1988
Education
Columbia University - Columbia Business School 1991 — 1993
MBA Finance with Honors
Villanova University 1979 — 1983
BSA, Accounting - Cum Laude
Nicole Karolicki's Stifel Financial Corp. Experience December 2014 - Present
Job Client Service Associate at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. December 2014 - Present
First Niagara Bank December 2013 - October 2014
UBS Financial Services Inc. April 2011 - December 2013
UBS Financial Services Inc January 2011 - April 2011
Curry College September 2010 - April 2011
Curry College October 2008 - April 2011
Sodexo January 2010 - November 2010
Education
Curry College 2007 — 2011
Bachelor of Arts, Management; Finance; Minor Communication
Cheshire High School
Stifel Financial Corp. December 2014 - Present
First Niagara Bank December 2013 - October 2014
UBS Financial Services Inc. April 2011 - December 2013
UBS Financial Services Inc January 2011 - April 2011
Curry College September 2010 - April 2011
Curry College October 2008 - April 2011
Sodexo January 2010 - November 2010
Education
Curry College 2007 — 2011
Bachelor of Arts, Management; Finance; Minor Communication
Cheshire High School
Lee Dickinson Lee Dickinson's Stifel Financial Corp. Experience June 2015 - Present
Job Vice President at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee March 2014 - June 2015
Sterne Agee August 2012 - March 2014
Barclays Capital June 2010 - August 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Financial Modeling, Bloomberg Terminal, Capital Markets, Credit Derivatives, Investment Banking, Collateral Management, Securities, Financial Analysis, Valuation, Risk Management, Product Control, Trading, Portfolio Management, Investments, Bonds, Options, Institutional Sales, Preferred Stock, Hybrids, Credit Sales, Interest Rate..., Alternative Investments, Structured Products, Finance, Bloomberg, Series 63, CDS, Credit, Financial Markets, Equities, Banking, Series 7, Corporate Finance, Back Office, Equity Research, Loans, Electronic Trading, Financial Services, Swaps, Asset Management, Equity Derivatives, Asset Allocation, Mutual Funds, Trading Systems, Prime Brokerage, FINRA, Financial Risk
Education
Hobart and William Smith Colleges 2004 — 2008
B.A., Political Science
Northwestern University 2006 — 2006
None, Finance - School of Continuing Studies
Stifel Financial Corp. June 2015 - Present
Sterne Agee March 2014 - June 2015
Sterne Agee August 2012 - March 2014
Barclays Capital June 2010 - August 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Financial Modeling, Bloomberg Terminal, Capital Markets, Credit Derivatives, Investment Banking, Collateral Management, Securities, Financial Analysis, Valuation, Risk Management, Product Control, Trading, Portfolio Management, Investments, Bonds, Options, Institutional Sales, Preferred Stock, Hybrids, Credit Sales, Interest Rate..., Alternative Investments, Structured Products, Finance, Bloomberg, Series 63, CDS, Credit, Financial Markets, Equities, Banking, Series 7, Corporate Finance, Back Office, Equity Research, Loans, Electronic Trading, Financial Services, Swaps, Asset Management, Equity Derivatives, Asset Allocation, Mutual Funds, Trading Systems, Prime Brokerage, FINRA, Financial Risk
Education
Hobart and William Smith Colleges 2004 — 2008
B.A., Political Science
Northwestern University 2006 — 2006
None, Finance - School of Continuing Studies
Kristen Jokerst Kristen Jokerst's Stifel Financial Corp. Experience November 2013 - Present
Job Fixed Income Capital Markets at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. November 2013 - Present
Raymond James Financial Inc. May 2011 - November 2013
Archer Wealth Management November 2006 - April 2009
Bridge Trading Company 2001 - 2005
Reuters America, LLC 2001 - 2005
Skills
Trading, Capital Markets, Fixed Income, Equities, Series 7, Securities, Financial Markets, Derivatives, Series 63, Mutual Funds, Electronic Trading, Portfolio Management, Alternative Investments, Asset Management
Education
Fontbonne University 2004 — 2006
Bachelors, Business
Southeast Missouri State University
Stifel Financial Corp. November 2013 - Present
Raymond James Financial Inc. May 2011 - November 2013
Archer Wealth Management November 2006 - April 2009
Bridge Trading Company 2001 - 2005
Reuters America, LLC 2001 - 2005
Skills
Trading, Capital Markets, Fixed Income, Equities, Series 7, Securities, Financial Markets, Derivatives, Series 63, Mutual Funds, Electronic Trading, Portfolio Management, Alternative Investments, Asset Management
Education
Fontbonne University 2004 — 2006
Bachelors, Business
Southeast Missouri State University
Andrew Khosrofian's Stifel Financial Corp. Experience September 2015 - Present
Job Surveillance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Tulane University 2008 — 2010
Bachelor of Arts (B.A.)
Montgomery College 2006 — 2008
Associate of Arts (A.A.)
Stifel Financial Corp. September 2015 - Present
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Tulane University 2008 — 2010
Bachelor of Arts (B.A.)
Montgomery College 2006 — 2008
Associate of Arts (A.A.)
Sujoyini Mandal Sujoyini Mandal's Stifel Financial Corp. Experience February 2014 - June 2015
Job Senior Associate, Advisory at KPMG
Industry Management Consulting
Experience
KPMG July 2015 - Present
Stifel Financial Corp. February 2014 - June 2015
The World Bank 2013 - 2014
Harvard Kennedy School of Government October 2011 - May 2013
Government of Liberia 2012 - 2012
Planning Commission, Government of India 2012 - 2012
Defence IQ Asia 2009 - 2011
Nanyang Technological University 2007 - 2009
Skills
Research, Project Management, Training, Policy Analysis, Government, Strategic Planning, Policy, Analysis, Program Management, International Relations, Leadership, Public Policy, Qualitative Research, Foreign Policy, Business Strategy, Politics, Fundraising, Market Research, Strategy, International..., Economics, Stata, Political Science, Nonprofits, Statistics, Energy Policy, Political Risk Analysis, Proposal Writing, Management, Economic Development, Data Analysis, Finance, Management Consulting, Consulting
Education
Harvard University 2011 — 2013
Masters in Public Policy, Business/Government Relations
Nanyang Technological University 2006 — 2007
Master of Science, International Relations and Economics
Jadavpur University 2003 — 2006
B.A., Political Science
KPMG July 2015 - Present
Stifel Financial Corp. February 2014 - June 2015
The World Bank 2013 - 2014
Harvard Kennedy School of Government October 2011 - May 2013
Government of Liberia 2012 - 2012
Planning Commission, Government of India 2012 - 2012
Defence IQ Asia 2009 - 2011
Nanyang Technological University 2007 - 2009
Skills
Research, Project Management, Training, Policy Analysis, Government, Strategic Planning, Policy, Analysis, Program Management, International Relations, Leadership, Public Policy, Qualitative Research, Foreign Policy, Business Strategy, Politics, Fundraising, Market Research, Strategy, International..., Economics, Stata, Political Science, Nonprofits, Statistics, Energy Policy, Political Risk Analysis, Proposal Writing, Management, Economic Development, Data Analysis, Finance, Management Consulting, Consulting
Education
Harvard University 2011 — 2013
Masters in Public Policy, Business/Government Relations
Nanyang Technological University 2006 — 2007
Master of Science, International Relations and Economics
Jadavpur University 2003 — 2006
B.A., Political Science
Shoshana Shattenkirk's Stifel Financial Corp. Experience August 2015 - Present
Job Associate Analyst, Life Science Tools and Diagnostics, Equity Research
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Skills
Research, Life Science Industry, Financial Analysis, Financial Modeling, Financial Statement..., Spanish, Microsoft Office, Financial Accounting, Corporate Finance, Business Strategy, Financial Market..., Volunteer Management, Microsoft Excel, PowerPoint, Community Outreach, Public Speaking, Event Planning, HIPAA, Social Media, Social Networking, Piano, Facebook, Editing, Blogging, Creative Writing, Marketing, Arts Administration, Retail Packaging, Standards Compliance, Compliance Management, Production Management, Consumer Product Safety, Nonprofits, Microsoft Word, FactSet, ThomsonOne, Bloomberg Terminal, Customer Service
Education
Columbia University in the City of New York 2014 — 2016
Certificate, Pre-Medicine/Pre-Medical Studies
Loyola University New Orleans
Bachelor of Arts (B.A.), Latin American Studies
Stifel Financial Corp. August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Skills
Research, Life Science Industry, Financial Analysis, Financial Modeling, Financial Statement..., Spanish, Microsoft Office, Financial Accounting, Corporate Finance, Business Strategy, Financial Market..., Volunteer Management, Microsoft Excel, PowerPoint, Community Outreach, Public Speaking, Event Planning, HIPAA, Social Media, Social Networking, Piano, Facebook, Editing, Blogging, Creative Writing, Marketing, Arts Administration, Retail Packaging, Standards Compliance, Compliance Management, Production Management, Consumer Product Safety, Nonprofits, Microsoft Word, FactSet, ThomsonOne, Bloomberg Terminal, Customer Service
Education
Columbia University in the City of New York 2014 — 2016
Certificate, Pre-Medicine/Pre-Medical Studies
Loyola University New Orleans
Bachelor of Arts (B.A.), Latin American Studies
Michael Vieten, CFA Michael Vieten, CFA's Stifel Financial Corp. Experience May 2013 - August 2013
Job
Industry Internet
Experience
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
James Lambert's Stifel Financial Corp. Experience January 2015 - June 2015
Job Senior Finance Student at Northeastern University
Industry Financial Services
Experience
stayUSA June 2013 - Present
Grant Thornton Ireland July 2015 - September 2015
Northeastern University January 2015 - July 2015
Stifel Financial Corp. January 2015 - June 2015
Grant Thornton Ireland March 2014 - August 2014
The Irish Times October 2011 - June 2012
Skills
Corporate Finance, Bloomberg, Capital Gains Tax, English, Microsoft Excel, Due Diligence, PowerPoint, Microsoft Office, Research, Business Strategy, Data Analysis, Outlook, Public Speaking, Microsoft Word, HTML, Windows, Photoshop, Teaching, Budgets, Strategic Planning, Time Management, Analysis
Education
Dublin City University 2012 — 2014
BA in Global Business (USA), International Business
Northeastern University 2014 — 2016
Bachelor of Science in International Business, Finance Concentration
Dundalk Grammar School
Leaving Certificate
stayUSA June 2013 - Present
Grant Thornton Ireland July 2015 - September 2015
Northeastern University January 2015 - July 2015
Stifel Financial Corp. January 2015 - June 2015
Grant Thornton Ireland March 2014 - August 2014
The Irish Times October 2011 - June 2012
Skills
Corporate Finance, Bloomberg, Capital Gains Tax, English, Microsoft Excel, Due Diligence, PowerPoint, Microsoft Office, Research, Business Strategy, Data Analysis, Outlook, Public Speaking, Microsoft Word, HTML, Windows, Photoshop, Teaching, Budgets, Strategic Planning, Time Management, Analysis
Education
Dublin City University 2012 — 2014
BA in Global Business (USA), International Business
Northeastern University 2014 — 2016
Bachelor of Science in International Business, Finance Concentration
Dundalk Grammar School
Leaving Certificate
Thomas Weisel Thomas Weisel's Stifel Financial Corp. Experience 2010 - Present
Job CoChairman at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2010 - Present
Thomas Weisel Partners 1999 - 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Economics
Stifel Financial Corp. 2010 - Present
Thomas Weisel Partners 1999 - 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Economics
Mitchell Kaplain's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Analyst at Keefe Bruyette & Woods
Industry Investment Banking
Experience
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Clovis Capital Management June 2013 - July 2013
Horing Welikson & Rosen P.C. June 2011 - August 2011
Coleman Country Day Camp June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Financial Modeling, Social Networking, Investment Banking, Public Speaking, Financial Analysis, Teamwork, Time Management, Finance
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Finance
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Clovis Capital Management June 2013 - July 2013
Horing Welikson & Rosen P.C. June 2011 - August 2011
Coleman Country Day Camp June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Financial Modeling, Social Networking, Investment Banking, Public Speaking, Financial Analysis, Teamwork, Time Management, Finance
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Finance
Alexander Pae Alexander Pae's Stifel Financial Corp. Experience June 2013 - August 2013
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
Stifel Financial Corp. June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Wolters Kluwer June 2011 - September 2011
KPMG Advisory June 2011 - August 2011
Skills
Microsoft Office
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
Operations Research
Citi June 2015 - Present
Citi June 2014 - August 2014
Stifel Financial Corp. June 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - May 2013
Wolters Kluwer June 2011 - September 2011
KPMG Advisory June 2011 - August 2011
Skills
Microsoft Office
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
Operations Research
Davis Thacker Davis Thacker'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
Georgetown University Alumni & Student Federal Credit Union August 2011 - May 2015
Barclays Investment Bank May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor's Degree, Finance and Marketing
Stifel Financial Corp. August 2015 - Present
Georgetown University Alumni & Student Federal Credit Union August 2011 - May 2015
Barclays Investment Bank May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor's Degree, Finance and Marketing
Eric Hashim Eric Hashim's Stifel Financial Corp. Experience May 2014 - October 2014
Job General Manager
Industry Packaging and Containers
Experience
Stifel Financial Corp. May 2014 - October 2014
Cenveo June 2011 - December 2012
Cenveo October 2010 - June 2011
Cenveo September 2009 - September 2010
Cenveo July 2008 - August 2009
Skills
Cash Flow Forecasting, Analysis, Finance, Process Improvement, Leadership, Microsoft Excel, Financial Analysis, Financial Modeling, Strategic Financial..., Budgets, Business Analysis, LBO, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Accounting, Equities, Due Diligence
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Emory University 2004 — 2008
B.A.
Hopkins School 2000 — 2003
Stifel Financial Corp. May 2014 - October 2014
Cenveo June 2011 - December 2012
Cenveo October 2010 - June 2011
Cenveo September 2009 - September 2010
Cenveo July 2008 - August 2009
Skills
Cash Flow Forecasting, Analysis, Finance, Process Improvement, Leadership, Microsoft Excel, Financial Analysis, Financial Modeling, Strategic Financial..., Budgets, Business Analysis, LBO, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Accounting, Equities, Due Diligence
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Emory University 2004 — 2008
B.A.
Hopkins School 2000 — 2003
Autumn Baur Autumn Baur's Stifel Financial Corp. Experience April 2008 - May 2010
Job Cybersecurity Consultant
Industry Defense & Space
Experience
Booz Allen Hamilton October 2014 - Present
United States Marine Corps January 2012 - August 2014
United States Marine Corps March 2013 - September 2013
United States Marine Corps March 2011 - June 2011
Stifel Financial Corp. April 2008 - May 2010
Ameriprise Financial Services, Inc. April 2006 - April 2008
•Aucamp, Dellenback & Whitney - Appraisers & Consultants August 2005 - December 2005
Skills
CompTIA Security+, Active TS/SCI Clearance, Operational Planning, Visio, SharePoint, Military Experience, Military Operations, Active DoD Secret..., Security Clearance, DoD, Series 7, Uniform Combined State..., Financial Advisory, Project Planning, Microsoft Office, Microsoft Excel, Information Assurance, Strategic Financial..., Series 66, Technically Competent
Education
Florida Atlantic University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Booz Allen Hamilton October 2014 - Present
United States Marine Corps January 2012 - August 2014
United States Marine Corps March 2013 - September 2013
United States Marine Corps March 2011 - June 2011
Stifel Financial Corp. April 2008 - May 2010
Ameriprise Financial Services, Inc. April 2006 - April 2008
•Aucamp, Dellenback & Whitney - Appraisers & Consultants August 2005 - December 2005
Skills
CompTIA Security+, Active TS/SCI Clearance, Operational Planning, Visio, SharePoint, Military Experience, Military Operations, Active DoD Secret..., Security Clearance, DoD, Series 7, Uniform Combined State..., Financial Advisory, Project Planning, Microsoft Office, Microsoft Excel, Information Assurance, Strategic Financial..., Series 66, Technically Competent
Education
Florida Atlantic University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Christopher Rubino Christopher Rubino's Stifel Financial Corp. Experience May 2013 - May 2013
Job StudentAthlete at Gettysburg College
Industry Higher Education
Experience
Gettysburg College August 2013 - Present
Carroll Masonry May 2015 - July 2015
Stifel Financial Corp. May 2013 - May 2013
Roland Run Swim Club May 2012 - July 2012
Baltimore Country Club March 2007 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Project Management, Construction, Hospitality, Writing, Research, Analysis
Education
Gettysburg College 2013 — 2017
High School, Philosophy, Junior
Boys Latin School of Maryland 2002 — 2013
Gettysburg College August 2013 - Present
Carroll Masonry May 2015 - July 2015
Stifel Financial Corp. May 2013 - May 2013
Roland Run Swim Club May 2012 - July 2012
Baltimore Country Club March 2007 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Project Management, Construction, Hospitality, Writing, Research, Analysis
Education
Gettysburg College 2013 — 2017
High School, Philosophy, Junior
Boys Latin School of Maryland 2002 — 2013
Michelle Brauner's Stifel Financial Corp. Experience February 2000 - April 2000
Job Administrative Assistant at Cejka Search
Industry Hospital & Health Care
Experience
Cejka Search July 2015 - Present
MITRE April 2000 - June 2015
Stifel Financial Corp. February 2000 - April 2000
Adecco Employment Agency October 1999 - February 2000
Skills
Customer Service, Government, Program Management, Time Management, Microsoft Office, Security Clearance, DoD, Microsoft Excel, System Administration, Human Resources, Administrative..., Information Assurance, Policy, PowerPoint, Employee Relations, Travel Planning, Data Analysis, Outlook, Process Improvement, Team Building, Project Management, Leadership Development, Strategic Planning, Training, Visio, Budgets, Microsoft Word, Social Networking, Event Planning, Research, Operations Management, Team Leadership, Leadership, Administrative..., Administrative Support, Customer Relations
Education
George Mason University 2014 — 2015
Technical Writing Certification, Professional, Technical, Business, and Scientific Writing
Park University 2005 — 2009
Bachelor of Science (B.S.), Human Resources/Management
Althoff High School
Cejka Search July 2015 - Present
MITRE April 2000 - June 2015
Stifel Financial Corp. February 2000 - April 2000
Adecco Employment Agency October 1999 - February 2000
Skills
Customer Service, Government, Program Management, Time Management, Microsoft Office, Security Clearance, DoD, Microsoft Excel, System Administration, Human Resources, Administrative..., Information Assurance, Policy, PowerPoint, Employee Relations, Travel Planning, Data Analysis, Outlook, Process Improvement, Team Building, Project Management, Leadership Development, Strategic Planning, Training, Visio, Budgets, Microsoft Word, Social Networking, Event Planning, Research, Operations Management, Team Leadership, Leadership, Administrative..., Administrative Support, Customer Relations
Education
George Mason University 2014 — 2015
Technical Writing Certification, Professional, Technical, Business, and Scientific Writing
Park University 2005 — 2009
Bachelor of Science (B.S.), Human Resources/Management
Althoff High School
Joe Jedlicka's Stifel Financial Corp. Experience May 2013 - August 2013
Job Indiana University Student and Prospective Finance Major
Industry Higher Education
Experience
Indiana University Bloomington August 2012 - Present
Stifel Financial Corp. May 2013 - August 2013
New City School June 2012 - July 2012
Saint Louis Parking LLC May 2010 - July 2010
Skills
Organization &..., Reliability, Committment, Entrepreneurship, Communication, Teamwork
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Classes, International Relations and Affairs, B+
Indiana University Bloomington August 2012 - Present
Stifel Financial Corp. May 2013 - August 2013
New City School June 2012 - July 2012
Saint Louis Parking LLC May 2010 - July 2010
Skills
Organization &..., Reliability, Committment, Entrepreneurship, Communication, Teamwork
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Classes, International Relations and Affairs, B+
Russell Lange's Stifel Financial Corp. Experience June 2014 - July 2014
Job Student at Georgetown University
Industry Financial Services
Experience
Georgetown University Student Investment Fund January 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2014 - Present
EquityZen May 2015 - August 2015
Georgetown University Student Investment Fund September 2014 - January 2015
Stifel Financial Corp. June 2014 - July 2014
Education
Georgetown University - The McDonough School of Business 2014 — 2017
BSBA in Finance, Computer Science Minor
The College of William and Mary 2013 — 2014
Georgetown University Student Investment Fund January 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2014 - Present
EquityZen May 2015 - August 2015
Georgetown University Student Investment Fund September 2014 - January 2015
Stifel Financial Corp. June 2014 - July 2014
Education
Georgetown University - The McDonough School of Business 2014 — 2017
BSBA in Finance, Computer Science Minor
The College of William and Mary 2013 — 2014
Jared Sheiker Jared Sheiker's Stifel Financial Corp. Experience 2014 - Present
Job Investment Banking Analyst at Keefe, Bruyette & Woods, a Stifel Company
Industry Investment Banking
Experience
Keefe, Bruyette & Woods, a Stifel Company August 2015 - Present
Stifel Financial Corp. 2014 - Present
TriMont Real Estate Advisors May 2013 - June 2013
RBC May 2012 - August 2012
Skills
Financial Modeling, Finance, Equities, Investments, Leadership, Real Estate, Underwriting, Investment Banking, Loans, Research
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Avon High School
Keefe, Bruyette & Woods, a Stifel Company August 2015 - Present
Stifel Financial Corp. 2014 - Present
TriMont Real Estate Advisors May 2013 - June 2013
RBC May 2012 - August 2012
Skills
Financial Modeling, Finance, Equities, Investments, Leadership, Real Estate, Underwriting, Investment Banking, Loans, Research
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Avon High School
Jonathan Israels Jonathan Israels's Stifel Financial Corp. Experience January 2013 - April 2013
Job Credit Analyst at Mercantile Bank of Michigan
Industry Banking
Experience
Mercantile Bank of Michigan July 2014 - Present
Newell Rubbermaid May 2013 - August 2013
Stifel Financial Corp. January 2013 - April 2013
Israels Property Services June 2007 - March 2013
Skills
Cash Flow Analysis, Credit Analysis, Finance, Commercial Banking, Financial Accounting, Financial Statement..., Loans, Banking, Leadership, Customer Service
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.375
Mercantile Bank of Michigan July 2014 - Present
Newell Rubbermaid May 2013 - August 2013
Stifel Financial Corp. January 2013 - April 2013
Israels Property Services June 2007 - March 2013
Skills
Cash Flow Analysis, Credit Analysis, Finance, Commercial Banking, Financial Accounting, Financial Statement..., Loans, Banking, Leadership, Customer Service
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.375
Bridgette Shamleffer Bridgette Shamleffer's Stifel Financial Corp. Experience May 2012 - January 2013
Job Research Assistant at Washington University in St. Louis
Industry Research
Experience
Washington University in St. Louis June 2013 - Present
St. Joseph's Academy August 2013 - December 2014
Stifel Financial Corp. May 2012 - January 2013
Skills
Research, Public Speaking, Microsoft Excel, IRB, Data Analysis, SPSS, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Social Networking, Editing, Community Outreach, Networking
Education
The Chicago School of Professional Psychology 2015 — 2018
Master's Degree, Industrial and Organizational Psychology
DePauw University 2009 — 2013
Bachelor’s Degree, Psychology
Washington University in St. Louis June 2013 - Present
St. Joseph's Academy August 2013 - December 2014
Stifel Financial Corp. May 2012 - January 2013
Skills
Research, Public Speaking, Microsoft Excel, IRB, Data Analysis, SPSS, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Social Networking, Editing, Community Outreach, Networking
Education
The Chicago School of Professional Psychology 2015 — 2018
Master's Degree, Industrial and Organizational Psychology
DePauw University 2009 — 2013
Bachelor’s Degree, Psychology
Sven Beer Sven Beer's Stifel Financial Corp. Experience July 2015 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Stifel Nicolaus Weisel June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - January 2014
Kathleen Russell Consulting May 2012 - July 2012
Skills
Wealth Management, VBA, Microsoft Excel, PowerPoint, SQL, Financial Modeling, Microsoft Word, Access Database, Access, Emergency Medical..., CPR Certified
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance and Operations Information Management
University of Oxford, Trinity College 2013 — 2013
Study Abroad, Finance
The Branson School 2007 — 2011
High School Diploma
Stifel Financial Corp. July 2015 - Present
Stifel Nicolaus Weisel June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - January 2014
Kathleen Russell Consulting May 2012 - July 2012
Skills
Wealth Management, VBA, Microsoft Excel, PowerPoint, SQL, Financial Modeling, Microsoft Word, Access Database, Access, Emergency Medical..., CPR Certified
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance and Operations Information Management
University of Oxford, Trinity College 2013 — 2013
Study Abroad, Finance
The Branson School 2007 — 2011
High School Diploma
Brett Row Brett Row's Stifel Financial Corp. Experience January 2012 - Present
Job Business Analyst at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Stifel Nicolaus and Company, Inc May 2010 - January 2012
Kennedy Capital Management May 2009 - August 2009
Skills
Microsoft Excel, Series 7, Series 66, SQL, ThomsonOne, Data Analysis, Customer Service
Education
Illinois State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Gibault Hight School 2002 — 2006
Stifel Financial Corp. January 2012 - Present
Stifel Nicolaus and Company, Inc May 2010 - January 2012
Kennedy Capital Management May 2009 - August 2009
Skills
Microsoft Excel, Series 7, Series 66, SQL, ThomsonOne, Data Analysis, Customer Service
Education
Illinois State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Gibault Hight School 2002 — 2006
Melodie Christie Melodie Christie's Stifel Financial Corp. Experience February 2008 - April 2008
Job Project Manager at HedgeServ
Industry Computer Software
Experience
HedgeServ December 2014 - Present
Dealertrack Technologies August 2013 - November 2014
OpenLink Financial November 2009 - June 2013
OpenLink Financial April 2008 - November 2009
Hillstone Restaurant Group October 2006 - April 2009
Stifel Financial Corp. February 2008 - April 2008
Hofstra University August 2006 - May 2007
Publisher's Clearing House May 2006 - September 2006
Cablevision Systems Corporation June 2005 - August 2005
Associated Neurologists, P.C. April 2001 - September 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., SQL, Management, Project Management, Strategy, Quality Assurance, Leadership, Databases, Business Process, Testing, Integration, Analysis
Education
Hofstra University 2004 — 2007
B.B.A., International Business, Spanish, Finance
Danbury High School 2001 — 2003
High School Diploma, All
HedgeServ December 2014 - Present
Dealertrack Technologies August 2013 - November 2014
OpenLink Financial November 2009 - June 2013
OpenLink Financial April 2008 - November 2009
Hillstone Restaurant Group October 2006 - April 2009
Stifel Financial Corp. February 2008 - April 2008
Hofstra University August 2006 - May 2007
Publisher's Clearing House May 2006 - September 2006
Cablevision Systems Corporation June 2005 - August 2005
Associated Neurologists, P.C. April 2001 - September 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., SQL, Management, Project Management, Strategy, Quality Assurance, Leadership, Databases, Business Process, Testing, Integration, Analysis
Education
Hofstra University 2004 — 2007
B.B.A., International Business, Spanish, Finance
Danbury High School 2001 — 2003
High School Diploma, All
Peter Procida Peter Procida's Stifel Financial Corp. Experience May 2011 - July 2011
Job
Industry Financial Services
Experience
YieldStreet March 2015 - June 2015
Mooreland Partners September 2014 - February 2015
Canaccord Genuity Inc. June 2013 - September 2014
Stifel Financial Corp. May 2011 - July 2011
New York Jets 2011 - 2011
National Football League May 2010 - August 2010
Education
Duke Fuqua School of Business 2012 — 2013
Master's degree
Harvard University 2008 — 2012
Degree
Deerfield Academy 2005 — 2008
HS
Eaglebrook
YieldStreet March 2015 - June 2015
Mooreland Partners September 2014 - February 2015
Canaccord Genuity Inc. June 2013 - September 2014
Stifel Financial Corp. May 2011 - July 2011
New York Jets 2011 - 2011
National Football League May 2010 - August 2010
Education
Duke Fuqua School of Business 2012 — 2013
Master's degree
Harvard University 2008 — 2012
Degree
Deerfield Academy 2005 — 2008
HS
Eaglebrook
Claire Tafelski's Stifel Financial Corp. Experience August 2015 - Present
Job Deputy General Counsel, Stifel Financial Corp.
Industry Investment Management
Experience
Stifel Financial Corp. August 2015 - Present
Southpoint Capital April 2013 - July 2015
Davidson Kempner Capital Management November 2010 - April 2013
Bridgewater Associates, LP August 2007 - October 2010
Ryan Beck & Co. May 2005 - August 2006
Lubiner & Schmidt June 1999 - August 2004
Education
Georgetown University Law Center 2012 — 2015
LL.M with Distinction, Securities & Financial Regulation
Emory University School of Law 2004 — 2007
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
BA, Political Science; Economics
Syracuse University 1999 — 2000
Accelerated Law
Stifel Financial Corp. August 2015 - Present
Southpoint Capital April 2013 - July 2015
Davidson Kempner Capital Management November 2010 - April 2013
Bridgewater Associates, LP August 2007 - October 2010
Ryan Beck & Co. May 2005 - August 2006
Lubiner & Schmidt June 1999 - August 2004
Education
Georgetown University Law Center 2012 — 2015
LL.M with Distinction, Securities & Financial Regulation
Emory University School of Law 2004 — 2007
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
BA, Political Science; Economics
Syracuse University 1999 — 2000
Accelerated Law
Evan McAbee Evan McAbee's Stifel Financial Corp. Experience July 2013 - Present
Job Investment Banking Associate at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
Enterprise Community Investment, Inc. June 2008 - July 2011
Morgan Stanley September 2007 - December 2007
JPMorgan Chase May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Investment Banking, Due Diligence, Corporate Finance, Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Loyola University Maryland 2004 — 2008
BBA, Finance
Stifel Financial Corp. July 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
Enterprise Community Investment, Inc. June 2008 - July 2011
Morgan Stanley September 2007 - December 2007
JPMorgan Chase May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Investment Banking, Due Diligence, Corporate Finance, Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Loyola University Maryland 2004 — 2008
BBA, Finance
Reid Cavnar Reid Cavnar's Stifel Financial Corp. Experience January 2015 - Present
Job Managing Director at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. January 2015 - Present
Merchant Capital August 2000 - December 2014
Senator Richard Shelby January 1999 - August 2000
U.S. Senate Appropriations Committee May 1997 - December 1998
U.S. Senator Richard Shelby May 1995 - April 1997
U.S. Representative Jim Talent May 1993 - May 1995
The Heritage Foundation May 1992 - May 1993
Skills
Bonds, Capital Markets, Investment Banking, Asset Management, Legislative Relations, Investments, Fundraising, Strategic Planning, Structured Finance, Public Finance, Derivatives, Fixed Income, Policy Analysis, Government, Budgets
Education
Georgetown University 1993 — 1996
M.A., American Government
Montreat College 1988 — 1992
B.A., English
Stifel Financial Corp. January 2015 - Present
Merchant Capital August 2000 - December 2014
Senator Richard Shelby January 1999 - August 2000
U.S. Senate Appropriations Committee May 1997 - December 1998
U.S. Senator Richard Shelby May 1995 - April 1997
U.S. Representative Jim Talent May 1993 - May 1995
The Heritage Foundation May 1992 - May 1993
Skills
Bonds, Capital Markets, Investment Banking, Asset Management, Legislative Relations, Investments, Fundraising, Strategic Planning, Structured Finance, Public Finance, Derivatives, Fixed Income, Policy Analysis, Government, Budgets
Education
Georgetown University 1993 — 1996
M.A., American Government
Montreat College 1988 — 1992
B.A., English
Philip Weisshaar Philip Weisshaar's Stifel Financial Corp. Experience November 2014 - Present
Job Associate Public Finance at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Financial Corp. November 2014 - Present
Davenport & Company LLC April 2013 - November 2014
Davenport & Company LLC June 2010 - March 2013
Wake Forest University Baptist Medical Center September 2009 - May 2010
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2010
Master of Arts, Management
Denison University 2005 — 2009
Bachelor of Arts, Economics, Spanish
Stifel Financial Corp. November 2014 - Present
Davenport & Company LLC April 2013 - November 2014
Davenport & Company LLC June 2010 - March 2013
Wake Forest University Baptist Medical Center September 2009 - May 2010
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2010
Master of Arts, Management
Denison University 2005 — 2009
Bachelor of Arts, Economics, Spanish
Amy Daniel Amy Daniel's Stifel Financial Corp. Experience December 2008 - October 2010
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Wells Fargo Advisors October 2010 - June 2013
Stifel Financial Corp. December 2008 - October 2010
Stifel Financial Corp. March 2007 - December 2008
Stifel Financial Corp. December 2005 - March 2007
AG Edwards June 1999 - May 2005
Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance
Merrill Lynch August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Wells Fargo Advisors October 2010 - June 2013
Stifel Financial Corp. December 2008 - October 2010
Stifel Financial Corp. March 2007 - December 2008
Stifel Financial Corp. December 2005 - March 2007
AG Edwards June 1999 - May 2005
Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance
Hussain Ali Hussain Ali's Stifel Financial Corp. Experience May 2013 - August 2013
Job Investment Banking Associate at Barclays
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Stifel Financial Corp. May 2013 - August 2013
Avarice Investments Pte Limited August 2009 - June 2012
Fortent July 2007 - June 2009
IBM Global Business Services July 2005 - June 2007
Skills
Business Analysis, Business Process..., Management Consulting, Mergers, Business Strategy, Alternative Investments, Emerging Markets, Business Intelligence, Mergers & Acquisitions, Banking, IT Strategy, Financial Modeling, Equities, Investments, Due Diligence, Risk Management, Investment Banking, Finance, Integration, Valuation, Corporate Finance, Corporate Development, Derivatives, Financial Analysis, Financial Services, Business Development, Competitive Analysis, Financial Markets
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy / Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration (Finance), Political Science
Barclays Investment Bank July 2014 - Present
Stifel Financial Corp. May 2013 - August 2013
Avarice Investments Pte Limited August 2009 - June 2012
Fortent July 2007 - June 2009
IBM Global Business Services July 2005 - June 2007
Skills
Business Analysis, Business Process..., Management Consulting, Mergers, Business Strategy, Alternative Investments, Emerging Markets, Business Intelligence, Mergers & Acquisitions, Banking, IT Strategy, Financial Modeling, Equities, Investments, Due Diligence, Risk Management, Investment Banking, Finance, Integration, Valuation, Corporate Finance, Corporate Development, Derivatives, Financial Analysis, Financial Services, Business Development, Competitive Analysis, Financial Markets
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy / Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration (Finance), Political Science
Mark T. Meredith, CFP®'s Stifel Financial Corp. Experience May 2009 - August 2009
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
The Investor Group at TheBANK of Edwardsville June 2011 - Present
Prudential Financial December 2010 - May 2011
Stifel Financial Corp. May 2009 - August 2009
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, ETFs, Index Funds
Education
Eastern Illinois University 2007 — 2010
Bachelor's of Science, Finance
The Investor Group at TheBANK of Edwardsville June 2011 - Present
Prudential Financial December 2010 - May 2011
Stifel Financial Corp. May 2009 - August 2009
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, ETFs, Index Funds
Education
Eastern Illinois University 2007 — 2010
Bachelor's of Science, Finance
Samantha Shapiro Swerdlin Samantha Shapiro Swerdlin's Stifel Financial Corp. Experience April 2010 - Present
Job Equity Research Associate Analyst at Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. April 2010 - Present
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Financial Analysis, Series 7, Series 86/87
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Marketing, Organization & Management
Stifel Financial Corp. April 2010 - Present
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Financial Analysis, Series 7, Series 86/87
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Marketing, Organization & Management
Preston Lappe Preston Lappe's Stifel Financial Corp. Experience June 2012 - May 2014
Job Securities Based Lending Group at Stifel Bank & Trust
Industry Financial Services
Experience
Stifel Bank & Trust May 2014 - Present
Stifel Financial Corp. June 2012 - May 2014
Scottrade April 2010 - December 2011
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Office, Investments, SharePoint, CRM, Microsoft Excel, Microsoft Word, Investment Brokerage, Access, Accounting, Analysis, Financial Analysis, Public Speaking, Sales, Social Media, Social Media Marketing
Education
Drake University 2007 — 2011
Bachelor of Science, Finance with a Concentration in Insurance
Stifel Bank & Trust May 2014 - Present
Stifel Financial Corp. June 2012 - May 2014
Scottrade April 2010 - December 2011
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Office, Investments, SharePoint, CRM, Microsoft Excel, Microsoft Word, Investment Brokerage, Access, Accounting, Analysis, Financial Analysis, Public Speaking, Sales, Social Media, Social Media Marketing
Education
Drake University 2007 — 2011
Bachelor of Science, Finance with a Concentration in Insurance
Paul Westra Paul Westra's Stifel Financial Corp. Experience June 2013 - Present
Job Senior Research Analyst at Stifel
Industry Restaurants
Experience
Stifel Financial Corp. June 2013 - Present
Stifel June 2013 - Present
Education
Duke University - The Fuqua School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Strategy
Stifel Financial Corp. June 2013 - Present
Stifel June 2013 - Present
Education
Duke University - The Fuqua School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Strategy
Matt R. Richter Matt R. Richter's Stifel Financial Corp. Experience 1995 - 2005
Job Lucas Petroleum Group, Inc.
Industry Investment Management
Experience
Lucas Petroleum Group, Inc. June 2013 - Present
MKM Partners November 2010 - June 2013
Westlake Securities September 2008 - November 2010
Stifel Financial Corp. 1995 - 2005
Skills
Equities, Equity Research, Hedge Funds, Trading, Equity Trading, Bloomberg, Series 7, Investments, Series 63, series 55, Securities, Finance, Options, Electronic Trading, Trading Systems, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Hedging, Equity Derivatives, Bloomberg Terminal, ETFs, Financial Modeling, Investment Management, Bonds, Financial Analysis, Private Equity, Commodity, FX Options
Education
Colorado State University 1991 — 1995
Bachelor's degree, Economics
Lucas Petroleum Group, Inc. June 2013 - Present
MKM Partners November 2010 - June 2013
Westlake Securities September 2008 - November 2010
Stifel Financial Corp. 1995 - 2005
Skills
Equities, Equity Research, Hedge Funds, Trading, Equity Trading, Bloomberg, Series 7, Investments, Series 63, series 55, Securities, Finance, Options, Electronic Trading, Trading Systems, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Hedging, Equity Derivatives, Bloomberg Terminal, ETFs, Financial Modeling, Investment Management, Bonds, Financial Analysis, Private Equity, Commodity, FX Options
Education
Colorado State University 1991 — 1995
Bachelor's degree, Economics
Kristian Kruger, CFA's Stifel Financial Corp. Experience 2012 - 2013
Job Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2014 - Present
Stifel Financial Corp. 2012 - 2013
Rochdale Investment Management 2008 - 2011
Mellon Capital Management 2007 - 2008
Bank of Copenhagen 2005 - 2007
Øresundsbro Konsortiet 2003 - 2005
Aarhus School of Business 2002 - 2003
Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds
Education
CFA Institute
CFA, CFA Charterholder
Copenhagen Business School 2003 — 2005
Master of Science, Finance
Aarhus School of Business 2000 — 2003
BS, Economics and Business Administration
FINRA
Series 7, Series 66
Franklin Templeton Investments 2014 - Present
Stifel Financial Corp. 2012 - 2013
Rochdale Investment Management 2008 - 2011
Mellon Capital Management 2007 - 2008
Bank of Copenhagen 2005 - 2007
Øresundsbro Konsortiet 2003 - 2005
Aarhus School of Business 2002 - 2003
Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds
Education
CFA Institute
CFA, CFA Charterholder
Copenhagen Business School 2003 — 2005
Master of Science, Finance
Aarhus School of Business 2000 — 2003
BS, Economics and Business Administration
FINRA
Series 7, Series 66
Michael E. Hoffman's Stifel Financial Corp. Experience July 2014 - Present
Job Managing Director, Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Wunderlich Securities, Inc. October 2008 - July 2014
Wunderlich Securities October 2008 - July 2012
Caris Company June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc. May 2002 - March 2007
FBR Capital Markets 2002 - 2007
Credit Suisse July 1999 - January 2002
Credit Suisse First Boston January 1992 - July 1999
Robertson & Stephens January 1991 - January 1992
Salomon Brothers 1986 - 1991
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Widener University 1979 — 1981
BSE
Ursinus College 1977 — 1978
Stifel Financial Corp. July 2014 - Present
Wunderlich Securities, Inc. October 2008 - July 2014
Wunderlich Securities October 2008 - July 2012
Caris Company June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc. May 2002 - March 2007
FBR Capital Markets 2002 - 2007
Credit Suisse July 1999 - January 2002
Credit Suisse First Boston January 1992 - July 1999
Robertson & Stephens January 1991 - January 1992
Salomon Brothers 1986 - 1991
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Widener University 1979 — 1981
BSE
Ursinus College 1977 — 1978
Jayson Virostek's Stifel Financial Corp. Experience June 2012 - Present
Job Institutional Sales
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
Raymond James January 2010 - January 2013
Washington Mutual August 2004 - September 2007
Washington Mutual March 2003 - July 2004
Skills
Financial Analysis
Education
Florida State University 1998 — 2002
Stifel Financial Corp. June 2012 - Present
Raymond James January 2010 - January 2013
Washington Mutual August 2004 - September 2007
Washington Mutual March 2003 - July 2004
Skills
Financial Analysis
Education
Florida State University 1998 — 2002
Rick Stumpf's Stifel Financial Corp. Experience March 2009 - Present
Job Lead IT Technician
Industry Computer Software
Experience
Stifel Financial Corp. March 2009 - Present
Skills
Technical Support, Troubleshooting, Microsoft Office, Windows, Salesforce.com, Project Management, Windows Server, Windows 7, Microsoft Excel, Team Building
Education
Illinois State University 2000 — 2001
Bachelors, Criminal Justice
Stifel Financial Corp. March 2009 - Present
Skills
Technical Support, Troubleshooting, Microsoft Office, Windows, Salesforce.com, Project Management, Windows Server, Windows 7, Microsoft Excel, Team Building
Education
Illinois State University 2000 — 2001
Bachelors, Criminal Justice
Frank Poerio, CFA's Stifel Financial Corp. Experience August 2014 - Present
Job Equity Derivative Strategist
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Northland Securities November 2013 - August 2014
Leerink Swann March 2013 - July 2013
Canaccord Genuity Inc. April 2010 - January 2013
Asset Alliance October 2002 - January 2009
Citi September 2000 - September 2002
Skills
Equities, Hedge Funds, Valuation, Portfolio Management, Equity Research, Derivatives, Investments, Trading, Asset Allocation, Due Diligence, Emerging Markets, Investment Strategies, Finance, Fund Of Funds, Quantitative Analytics
Education
Fairfield University 1996 — 2000
Bachelor of Science: Finance; Minor: Economics
Stifel Financial Corp. August 2014 - Present
Northland Securities November 2013 - August 2014
Leerink Swann March 2013 - July 2013
Canaccord Genuity Inc. April 2010 - January 2013
Asset Alliance October 2002 - January 2009
Citi September 2000 - September 2002
Skills
Equities, Hedge Funds, Valuation, Portfolio Management, Equity Research, Derivatives, Investments, Trading, Asset Allocation, Due Diligence, Emerging Markets, Investment Strategies, Finance, Fund Of Funds, Quantitative Analytics
Education
Fairfield University 1996 — 2000
Bachelor of Science: Finance; Minor: Economics
Mari King's Stifel Financial Corp. Experience January 2013 - Present
Job Stifel
Industry Financial Services
Experience
Stifel Financial Corp. January 2013 - Present
Globis Capital Partners, LP March 2004 - November 2012
Donaldson, Lufkin & Jenrette 1991 - 2000
Skills
Equities, Capital Markets
Education
Georgian Court University 1987 — 1991
Toms River High School East
Stifel Financial Corp. January 2013 - Present
Globis Capital Partners, LP March 2004 - November 2012
Donaldson, Lufkin & Jenrette 1991 - 2000
Skills
Equities, Capital Markets
Education
Georgian Court University 1987 — 1991
Toms River High School East
David Corak's Stifel Financial Corp. Experience June 2012 - Present
Job Associate Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
PNC Financial Services Group June 2010 - July 2012
PNC 2010 - 2010
Merrill Lynch May 2007 - September 2007
Education
Georgetown University 2006 — 2010
BS Business Administration, Finance and Accounting
Stifel Financial Corp. June 2012 - Present
PNC Financial Services Group June 2010 - July 2012
PNC 2010 - 2010
Merrill Lynch May 2007 - September 2007
Education
Georgetown University 2006 — 2010
BS Business Administration, Finance and Accounting
Jason Growe's Stifel Financial Corp. Experience May 2012 - December 2014
Job Senior Consultant at Collaborative Strategies, Inc.
Industry Venture Capital & Private Equity
Experience
Collaborative Strategies May 2015 - Present
Stifel Financial Corp. May 2012 - December 2014
Collaborative Strategies July 2010 - April 2012
Teach for America June 2006 - June 2008
Skills
Entrepreneurship, Financial Analysis, Strategy, Strategic Planning, Private Equity, Business Strategy, Investment Banking, Market Research, Due Diligence, Public Speaking, Team Building, Start-ups, Microsoft Excel, Private Placements, Business Development, Leadership, Investor Relations
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
M.B.A., Finance, Strategy
Indiana University Bloomington 2002 — 2006
B.A., Political Science
Collaborative Strategies May 2015 - Present
Stifel Financial Corp. May 2012 - December 2014
Collaborative Strategies July 2010 - April 2012
Teach for America June 2006 - June 2008
Skills
Entrepreneurship, Financial Analysis, Strategy, Strategic Planning, Private Equity, Business Strategy, Investment Banking, Market Research, Due Diligence, Public Speaking, Team Building, Start-ups, Microsoft Excel, Private Placements, Business Development, Leadership, Investor Relations
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
M.B.A., Finance, Strategy
Indiana University Bloomington 2002 — 2006
B.A., Political Science
Anna Van Degna's Stifel Financial Corp. Experience August 2002 - Present
Job Director, Public Finance
Industry Investment Banking
Experience
Stifel Financial Corp. August 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Financial Modeling, Public Speaking, Public Finance, Municipal Bonds, Investment Banking, Series 7, Series 63, Fixed Income, Bonds, Economics, Capital Markets, Securities, Investments, Asset Management, Structured Finance, Private Placements, Debt Restructuring, Banking, Financial Markets, Finance, Project Finance, Credit Analysis, Financial Analysis, Alternative Investments, Financial Services, Financial Structuring, Private Equity, Bloomberg, Valuation, Structured Products, Real Estate Financing, Due Diligence, Equities
Education
Cornell University 1996 — 2000
Bachelor's degree
East Greenwich High School 1992 — 1996
EGHS diploma
Stifel Financial Corp. August 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Financial Modeling, Public Speaking, Public Finance, Municipal Bonds, Investment Banking, Series 7, Series 63, Fixed Income, Bonds, Economics, Capital Markets, Securities, Investments, Asset Management, Structured Finance, Private Placements, Debt Restructuring, Banking, Financial Markets, Finance, Project Finance, Credit Analysis, Financial Analysis, Alternative Investments, Financial Services, Financial Structuring, Private Equity, Bloomberg, Valuation, Structured Products, Real Estate Financing, Due Diligence, Equities
Education
Cornell University 1996 — 2000
Bachelor's degree
East Greenwich High School 1992 — 1996
EGHS diploma
Mark Averyt's Stifel Financial Corp. Experience June 2015 - Present
Job Investment Grade Credit Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee 2009 - Present
Protective Life 2008 - 2009
US Navy 1999 - 2006
Skills
Credit Analysis, Relative Value, Portfolio Management, Fixed Income Research, Fixed Income, Bonds, Hybrids, Preferred Stock, Investments, Asset Allocation, Insurance, Healthcare, Bloomberg, Financial Analysis, Investor Relations, Bloomberg Terminal, Capital Markets, Fixed Annuities, Trading Strategies, Property & Casualty..., Term Life Insurance, Portfolio Optimization, Finance, Fixed Income Analysis, Securities, Analysis, Institutional..., Series 7, Series 63, Fixed Income Trading, Institutional Clients, Fixed Income Products, Credit Evaluation, Credit Portfolio..., Life Insurance, Reinsurance, Health Insurance, Mortgage Insurance, Whole Life, Annuities, Regulatory Capital, Capital Adequacy, Portfolio Strategy, Analyst Relations, Strategic Analysis, Team Leadership, Organizational..., Naval Operations, Military Intelligence, Weapons
Education
Harvard Business School 2006 — 2008
MBA
University of Virginia 1996 — 1999
BA
Washington and Lee University 1995 — 1999
Stifel Financial Corp. June 2015 - Present
Sterne Agee 2009 - Present
Protective Life 2008 - 2009
US Navy 1999 - 2006
Skills
Credit Analysis, Relative Value, Portfolio Management, Fixed Income Research, Fixed Income, Bonds, Hybrids, Preferred Stock, Investments, Asset Allocation, Insurance, Healthcare, Bloomberg, Financial Analysis, Investor Relations, Bloomberg Terminal, Capital Markets, Fixed Annuities, Trading Strategies, Property & Casualty..., Term Life Insurance, Portfolio Optimization, Finance, Fixed Income Analysis, Securities, Analysis, Institutional..., Series 7, Series 63, Fixed Income Trading, Institutional Clients, Fixed Income Products, Credit Evaluation, Credit Portfolio..., Life Insurance, Reinsurance, Health Insurance, Mortgage Insurance, Whole Life, Annuities, Regulatory Capital, Capital Adequacy, Portfolio Strategy, Analyst Relations, Strategic Analysis, Team Leadership, Organizational..., Naval Operations, Military Intelligence, Weapons
Education
Harvard Business School 2006 — 2008
MBA
University of Virginia 1996 — 1999
BA
Washington and Lee University 1995 — 1999
Carol DeNatale's Stifel Financial Corp. Experience 2010 - Present
Job Managing Director, COO of Investment Banking at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2010 - Present
Merrill Lynch September 2007 - Present
Merrill Lynch 1992 - 2009
Merrill Lynch September 1992 - September 2007
Education
Columbia University - Columbia Business School 1990 — 1992
Fairfield University 1984 — 1988
B.S.
Stifel Financial Corp. 2010 - Present
Merrill Lynch September 2007 - Present
Merrill Lynch 1992 - 2009
Merrill Lynch September 1992 - September 2007
Education
Columbia University - Columbia Business School 1990 — 1992
Fairfield University 1984 — 1988
B.S.
Anthony Mannello's Stifel Financial Corp. Experience 2012 - Present
Job Director HY Sales Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. 2012 - Present
Gleacher and Company July 2008 - July 2012
Goldman Sachs 2001 - 2008
Spear. Leeds and Kellogg July 1998 - June 2001
Skills
Series 7, Fixed Income, Hedge Funds, Equities, Trading, ETFs, Management, Training, Equity Trading, FINRA, Finance, High Yield, Investments, Options, Portfolio Management, Bloomberg, Capital Markets, Securities, Series 63
Education
Fairfield University 1994 — 1998
B.A., Economics
Stifel Financial Corp. 2012 - Present
Gleacher and Company July 2008 - July 2012
Goldman Sachs 2001 - 2008
Spear. Leeds and Kellogg July 1998 - June 2001
Skills
Series 7, Fixed Income, Hedge Funds, Equities, Trading, ETFs, Management, Training, Equity Trading, FINRA, Finance, High Yield, Investments, Options, Portfolio Management, Bloomberg, Capital Markets, Securities, Series 63
Education
Fairfield University 1994 — 1998
B.A., Economics
Meghan Postel's Stifel Financial Corp. Experience March 2012 - February 2014
Job Vice President, GCIB Campus Staffing Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Stifel Financial Corp. March 2012 - February 2014
Barclays Capital September 2010 - March 2012
Credit Suisse February 2006 - August 2010
Bear Stearns & Co, Inc. 2002 - 2006
Skills
Recruiting
Education
Duquesne University 1998 — 2002
BS, Finance and Investment Management
Bank of America Merrill Lynch March 2014 - Present
Stifel Financial Corp. March 2012 - February 2014
Barclays Capital September 2010 - March 2012
Credit Suisse February 2006 - August 2010
Bear Stearns & Co, Inc. 2002 - 2006
Skills
Recruiting
Education
Duquesne University 1998 — 2002
BS, Finance and Investment Management
Trip Deeley's Stifel Financial Corp. Experience January 2008 - Present
Job Director Institutional Equity Sales Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. January 2008 - Present
Stifel Financial Corp. April 2012 - March 2015
Stifel Financial Corp. January 2008 - March 2012
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
University of Maryland College Park 2011 — 2013
Master of Business Administration (MBA), Finance and Management
Dickinson College 2001 — 2005
Bachelor of Arts (BA), International Business and Managemnt
Stifel Financial Corp. January 2008 - Present
Stifel Financial Corp. April 2012 - March 2015
Stifel Financial Corp. January 2008 - March 2012
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
University of Maryland College Park 2011 — 2013
Master of Business Administration (MBA), Finance and Management
Dickinson College 2001 — 2005
Bachelor of Arts (BA), International Business and Managemnt
Robert McCarthy, CFA's Stifel Financial Corp. Experience 2014 - Present
Job Managing Director, Senior Analyst, Equity Research at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
David Springer's Stifel Financial Corp. Experience January 2011 - December 2013
Job Managing Director at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. January 2011 - December 2013
Cross Point Capital July 2009 - December 2010
RBS Greenwich Capital June 2005 - May 2008
Bank of America January 1995 - June 2005
Bank of America January 1992 - December 1994
Bank of America January 1988 - December 1991
Bank of America January 1987 - December 1987
Bank of America January 1985 - December 1986
CME Group May 1982 - December 1984
Skills
Capital Markets, Investment Banking, Private Equity, Hedge Funds, Risk Management, Fixed Income, Structured Finance, Securities, Equities, Investments, Trading, Finance, Banking, Restructuring, Credit Risk
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and International Business
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Stifel Financial Corp. January 2011 - December 2013
Cross Point Capital July 2009 - December 2010
RBS Greenwich Capital June 2005 - May 2008
Bank of America January 1995 - June 2005
Bank of America January 1992 - December 1994
Bank of America January 1988 - December 1991
Bank of America January 1987 - December 1987
Bank of America January 1985 - December 1986
CME Group May 1982 - December 1984
Skills
Capital Markets, Investment Banking, Private Equity, Hedge Funds, Risk Management, Fixed Income, Structured Finance, Securities, Equities, Investments, Trading, Finance, Banking, Restructuring, Credit Risk
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and International Business
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Jon A. Emswiler's Stifel Financial Corp. Experience December 2013 - Present
Job Managing Director at Stifel Nicolaus & Co.
Industry Capital Markets
Experience
Stifel Financial Corp. December 2013 - Present
CapRok Capital LLC May 2009 - December 2013
UBS Investment Bank 2006 - 2008
Kroll Zolfo Cooper 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Capital Markets, High Yield, Hedge Funds, Valuation, Fixed Income, Financial Structuring, Structured Products, Structured Finance, Financial Modeling, Equities, Credit Derivatives, Securitization, Trading, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 1998
MBA, Finance and Accounting
Roanoke College 1989 — 1993
BBA, Accounting
Stifel Financial Corp. December 2013 - Present
CapRok Capital LLC May 2009 - December 2013
UBS Investment Bank 2006 - 2008
Kroll Zolfo Cooper 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Capital Markets, High Yield, Hedge Funds, Valuation, Fixed Income, Financial Structuring, Structured Products, Structured Finance, Financial Modeling, Equities, Credit Derivatives, Securitization, Trading, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 1998
MBA, Finance and Accounting
Roanoke College 1989 — 1993
BBA, Accounting
Anne Koken's Stifel Financial Corp. Experience July 2011 - Present
Job Benefits Associate at Stifel Financial Corp.
Industry Human Resources
Experience
Stifel Financial Corp. July 2011 - Present
McAndrews, Held & Malloy, Ltd. April 2009 - June 2011
Mayer Brown January 2008 - December 2008
Mayer Brown October 2005 - December 2007
Commerce Bank November 1998 - April 2005
Commerce Bank February 1995 - January 1998
Education
Webster University 2000 — 2004
Masters, Human Resources
Fontbonne University 1995 — 1998
Bachelors, Business Administration
Stifel Financial Corp. July 2011 - Present
McAndrews, Held & Malloy, Ltd. April 2009 - June 2011
Mayer Brown January 2008 - December 2008
Mayer Brown October 2005 - December 2007
Commerce Bank November 1998 - April 2005
Commerce Bank February 1995 - January 1998
Education
Webster University 2000 — 2004
Masters, Human Resources
Fontbonne University 1995 — 1998
Bachelors, Business Administration
John Morningstar's Stifel Financial Corp. Experience June 2014 - Present
Job at
Industry Investment Management
Experience
Stifel Financial Corp. June 2014 - Present
Stifel Nicolaus December 2005 - Present
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance
Stifel Financial Corp. June 2014 - Present
Stifel Nicolaus December 2005 - Present
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance
Alex Koblansky's Stifel Financial Corp. Experience April 2013 - 2014
Job Vice President at G2 Capital Advisors
Industry Banking
Experience
G2 Capital Advisors 2015 - Present
Stifel Financial Corp. April 2013 - 2014
Stifel Financial Corp. June 2009 - April 2013
Education
Duke University 1999 — 2003
Bachelor of Science (BS), Economics
Duke University 1999 — 2003
Bachelor of Arts (BA), Public Policy Studies
G2 Capital Advisors 2015 - Present
Stifel Financial Corp. April 2013 - 2014
Stifel Financial Corp. June 2009 - April 2013
Education
Duke University 1999 — 2003
Bachelor of Science (BS), Economics
Duke University 1999 — 2003
Bachelor of Arts (BA), Public Policy Studies
Jamie Giardina's Stifel Financial Corp. Experience January 2015 - Present
Job Assistant at Merchant Capital, LLC
Industry Banking
Experience
Stifel Financial Corp. January 2015 - Present
Merchant Capital, LLC April 2010 - January 2015
Colonial Bank February 2001 - December 2009
BB&T 2001 - 2009
UBS February 1999 - July 2001
Education
Troy University in Montgomery 2000 — 2002
Huntingdon College 1999 — 2000
Stifel Financial Corp. January 2015 - Present
Merchant Capital, LLC April 2010 - January 2015
Colonial Bank February 2001 - December 2009
BB&T 2001 - 2009
UBS February 1999 - July 2001
Education
Troy University in Montgomery 2000 — 2002
Huntingdon College 1999 — 2000
Ryan Brakhane's Stifel Financial Corp. Experience June 2004 - June 2007
Job Office Administrator at 1800BOARDUP
Industry Construction
Experience
1-800-BOARDUP June 2013 - Present
BJC HealthCare June 2011 - June 2013
Washington University School of Medicine June 2007 - June 2011
Stifel Financial Corp. June 2004 - June 2007
Schnuck Markets, Inc. June 1999 - June 2004
Skills
PowerPoint, Microsoft Office, Community Outreach, Event Planning, Nonprofits, Microsoft Excel, Microsoft Word, Administrative..., Data Entry, Data Analysis, Fundraising, Outlook, Healthcare, Research
Education
DeVry University-Missouri
Bachelor of Science (BS), Business Administration / Technical Management
Southwestern Illinois College
Associate of Arts and Sciences (A.A.S.), Electronic Publishing
1-800-BOARDUP June 2013 - Present
BJC HealthCare June 2011 - June 2013
Washington University School of Medicine June 2007 - June 2011
Stifel Financial Corp. June 2004 - June 2007
Schnuck Markets, Inc. June 1999 - June 2004
Skills
PowerPoint, Microsoft Office, Community Outreach, Event Planning, Nonprofits, Microsoft Excel, Microsoft Word, Administrative..., Data Entry, Data Analysis, Fundraising, Outlook, Healthcare, Research
Education
DeVry University-Missouri
Bachelor of Science (BS), Business Administration / Technical Management
Southwestern Illinois College
Associate of Arts and Sciences (A.A.S.), Electronic Publishing
Andrew Gibeault's Stifel Financial Corp. Experience June 2015 - Present
Job Portfolio Management, Bank of America
Industry Banking
Experience
Stifel Financial Corp. June 2015 - Present
Bank of America October 2012 - 2014
Livius Management June 2009 - October 2012
Ernst & Young January 2008 - June 2009
Booz Allen Hamilton January 2007 - January 2008
Morgan Stanley January 2005 - June 2007
JM Romich Enterprises March 2003 - September 2005
Skills
Financial Analysis, Budgets, Finance, IFRS, Business Development, Risk Management, Management, Banking, Financial Risk, Valuation
Education
Booz Allen Hamilton Management Mentoring Program 2007 — 2008
Accounting and Business/Management
Fairleigh Dickinson University 2004 — 2008
BS, Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
Stifel Financial Corp. June 2015 - Present
Bank of America October 2012 - 2014
Livius Management June 2009 - October 2012
Ernst & Young January 2008 - June 2009
Booz Allen Hamilton January 2007 - January 2008
Morgan Stanley January 2005 - June 2007
JM Romich Enterprises March 2003 - September 2005
Skills
Financial Analysis, Budgets, Finance, IFRS, Business Development, Risk Management, Management, Banking, Financial Risk, Valuation
Education
Booz Allen Hamilton Management Mentoring Program 2007 — 2008
Accounting and Business/Management
Fairleigh Dickinson University 2004 — 2008
BS, Accounting
University of Rochester - William E. Simon Graduate School of Business Administration
Michele Huber's Stifel Financial Corp. Experience April 2013 - September 2013
Job at
Industry Financial Services
Experience
Kayne Anderson Rudnick December 2014 - Present
Chamberlain Group September 2013 - December 2014
Stifel Financial Corp. April 2013 - September 2013
Stifel Nicolaus January 2008 - March 2013
Skills
Excel, Access, Word, Thomson One, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Performance Reporting, Separately Managed..., Spreadsheets, Spreadsheet Design, Morningstar, StyleADVISOR, Series 7
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Kayne Anderson Rudnick December 2014 - Present
Chamberlain Group September 2013 - December 2014
Stifel Financial Corp. April 2013 - September 2013
Stifel Nicolaus January 2008 - March 2013
Skills
Excel, Access, Word, Thomson One, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Performance Reporting, Separately Managed..., Spreadsheets, Spreadsheet Design, Morningstar, StyleADVISOR, Series 7
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Lucas Coleman's Stifel Financial Corp. Experience May 2010 - February 2011
Job
Industry Financial Services
Experience
Bank of America November 2012 - Present
Stifel Financial Corp. May 2010 - February 2011
Bank of America June 2006 - May 2010
Skills
Microsoft Office, Microsoft Excel, Bloomberg
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (B.S.), Finance
Bank of America November 2012 - Present
Stifel Financial Corp. May 2010 - February 2011
Bank of America June 2006 - May 2010
Skills
Microsoft Office, Microsoft Excel, Bloomberg
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (B.S.), Finance
Laconia Harris's Stifel Financial Corp. Experience August 1999 - November 2002
Job
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Edward Jones November 2004 - July 2009
First Financial Planners November 2002 - November 2004
Stifel Financial Corp. August 1999 - November 2002
Skills
Fixed Annuities, English, Customer Service, Strategic Planning, Microsoft Office, insurance, Project Coordination, Relationship Management, Collaboration, planning and organizing
Education
Fontbonne University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Louis University 1993 — 1995
Bachelor of Arts (B.A.), Economics
Edward Jones July 2009 - Present
Edward Jones November 2004 - July 2009
First Financial Planners November 2002 - November 2004
Stifel Financial Corp. August 1999 - November 2002
Skills
Fixed Annuities, English, Customer Service, Strategic Planning, Microsoft Office, insurance, Project Coordination, Relationship Management, Collaboration, planning and organizing
Education
Fontbonne University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Louis University 1993 — 1995
Bachelor of Arts (B.A.), Economics
James Leathers-MBA's Stifel Financial Corp. Experience April 2009 - Present
Job Commercialization Marketing Business Analyst at General Mills
Industry Banking
Experience
General Mills December 2012 - Present
Wells Fargo January 2011 - Present
Stifel Financial Corp. April 2009 - Present
Advantage Performance Network April 2008 - Present
Famous Dave’s of America January 2006 - January 2007
Skills
Social Media, Research, Event Planning, Facebook, Final Cut Pro, InDesign, Editing
Education
Hamline University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Gustavus Adolphus College 2006 — 2010
Economics and Management
Gustavus Adolphus College
Bachelor of Arts, Economics and Management
The Blake School of Excellence
Diploma
General Mills December 2012 - Present
Wells Fargo January 2011 - Present
Stifel Financial Corp. April 2009 - Present
Advantage Performance Network April 2008 - Present
Famous Dave’s of America January 2006 - January 2007
Skills
Social Media, Research, Event Planning, Facebook, Final Cut Pro, InDesign, Editing
Education
Hamline University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Gustavus Adolphus College 2006 — 2010
Economics and Management
Gustavus Adolphus College
Bachelor of Arts, Economics and Management
The Blake School of Excellence
Diploma
Colleen Mackey's Stifel Financial Corp. Experience March 2013 - November 2014
Job Manager, Investor Relations at Regeneron Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Lazard Capital Markets March 2011 - March 2013
Forest Laboratories May 2010 - March 2011
Bank of America Merrill Lynch August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategy, Investment Banking, Strategic Planning, Due Diligence, Equities, Equity Research, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Capital Markets, Private Equity
Education
Vanderbilt University 2007 — 2009
MBA, Finance, Healthcare
Drexel University 2002 — 2007
B.S, Chemical Engineering
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Lazard Capital Markets March 2011 - March 2013
Forest Laboratories May 2010 - March 2011
Bank of America Merrill Lynch August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategy, Investment Banking, Strategic Planning, Due Diligence, Equities, Equity Research, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Capital Markets, Private Equity
Education
Vanderbilt University 2007 — 2009
MBA, Finance, Healthcare
Drexel University 2002 — 2007
B.S, Chemical Engineering
Chris Fontas's Stifel Financial Corp. Experience January 2014 - Present
Job Equity Capital Markets Associate at Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. January 2014 - Present
Stifel Financial Corp. January 2012 - December 2013
Elevation LLC January 2011 - January 2012
GFI Group June 2008 - January 2011
Skills
Sales, Trading, Equity Trading, Equity Capital Markets, Equities, Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Microsoft Excel, PowerPoint, Project Management, Business Development, Valuation, Account Management, Financial Structuring
Education
Cornell University
Applied Economics and Management, Communication
Cushing Academy
Stifel Financial Corp. January 2014 - Present
Stifel Financial Corp. January 2012 - December 2013
Elevation LLC January 2011 - January 2012
GFI Group June 2008 - January 2011
Skills
Sales, Trading, Equity Trading, Equity Capital Markets, Equities, Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Microsoft Excel, PowerPoint, Project Management, Business Development, Valuation, Account Management, Financial Structuring
Education
Cornell University
Applied Economics and Management, Communication
Cushing Academy
Alex Gulotta's Stifel Financial Corp. Experience August 2012 - Present
Job Healthcare Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2012 - Present
New York Yankees May 2011 - August 2011
Lehman Brothers Holdings, Inc May 2010 - August 2010
Skills
Accounting, Financial Modeling
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration, Finance
Briarcliff High School, Briarcliff 2004 — 2008
High School Diploma
Stifel Financial Corp. August 2012 - Present
New York Yankees May 2011 - August 2011
Lehman Brothers Holdings, Inc May 2010 - August 2010
Skills
Accounting, Financial Modeling
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration, Finance
Briarcliff High School, Briarcliff 2004 — 2008
High School Diploma
Rob La Rue's Stifel Financial Corp. Experience November 2012 - June 2014
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
Dylan Alvarez's Stifel Financial Corp. Experience April 2014 - August 2014
Job at
Industry Investment Management
Experience
Dartmouth College InternValueAct CapitalJune 2015 - Present
Stifel Financial Corp. April 2014 - August 2014
Skills
Microsoft Excel, Risk Analysis, Bloomberg Terminal, Financial Accounting, PowerPoint, Portfolio Risk, Portfolio Performance..., Presentation Design, Client Presentation, Due Diligence, Axys, RFP Generation
Education
Dartmouth College 2014 — 2018
Economics
Deerfield Academy
Honor Roll
Dartmouth College InternValueAct CapitalJune 2015 - Present
Stifel Financial Corp. April 2014 - August 2014
Skills
Microsoft Excel, Risk Analysis, Bloomberg Terminal, Financial Accounting, PowerPoint, Portfolio Risk, Portfolio Performance..., Presentation Design, Client Presentation, Due Diligence, Axys, RFP Generation
Education
Dartmouth College 2014 — 2018
Economics
Deerfield Academy
Honor Roll
Chandler Salisbury's Stifel Financial Corp. Experience July 2013 - June 2014
Job Investment Banking Analyst
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - June 2014
Deutsche Bank June 2012 - August 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Government; French
Stifel Financial Corp. July 2013 - June 2014
Deutsche Bank June 2012 - August 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Government; French
Rod Weakley's Stifel Financial Corp. Experience January 2012 - Present
Job Financial Advisor at Century Securities
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Edward Jones March 2007 - January 2012
Skills
Accredited Asset..., Wealth Management, Investments, Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Asset Allocation, Investment Advisory, Strategic Financial..., Fixed Annuities, Investment Strategies, Securities, Financial Advisory, Uniform Combined State..., Portfolio Management, Estate Planning, IRAs
Education
East Central College 2004 — 2006
Associate's degree, Business Administration and Management, General
Stifel Financial Corp. January 2012 - Present
Edward Jones March 2007 - January 2012
Skills
Accredited Asset..., Wealth Management, Investments, Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Asset Allocation, Investment Advisory, Strategic Financial..., Fixed Annuities, Investment Strategies, Securities, Financial Advisory, Uniform Combined State..., Portfolio Management, Estate Planning, IRAs
Education
East Central College 2004 — 2006
Associate's degree, Business Administration and Management, General
Angie Jansen's Stifel Financial Corp. Experience May 2002 - Present
Job Advisory Ops Assistant Manager Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2002 - Present
A.G. Edwards & Sons, Inc. February 1999 - May 2002
Skills
Securities, Mutual Funds, Series 63, Equities, Fixed Income, Financial Services, Process Improvement, Financial Modeling, Strategic Planning
Education
Greenville College
BS, Organizational Leadership
Stifel Financial Corp. May 2002 - Present
A.G. Edwards & Sons, Inc. February 1999 - May 2002
Skills
Securities, Mutual Funds, Series 63, Equities, Fixed Income, Financial Services, Process Improvement, Financial Modeling, Strategic Planning
Education
Greenville College
BS, Organizational Leadership
Kurt LaLomia's Stifel Financial Corp. Experience 2005 - Present
Job Managing Director at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. 2005 - Present
Legg Mason 1994 - 2005
EDS Group 1992 - 1994
Skills
U.S. and UK Financial..., Licenses: Series..., Microsoft Excel, Entrepreneurship, Project Management, Business Strategy, Public Speaking, Finance, Financial Analysis, Financial Services, Series 7, Fixed Income
Education
Florida State University 1985 — 1989
BS, Finance
Stifel Financial Corp. 2005 - Present
Legg Mason 1994 - 2005
EDS Group 1992 - 1994
Skills
U.S. and UK Financial..., Licenses: Series..., Microsoft Excel, Entrepreneurship, Project Management, Business Strategy, Public Speaking, Finance, Financial Analysis, Financial Services, Series 7, Fixed Income
Education
Florida State University 1985 — 1989
BS, Finance
Susan Martellucci's Stifel Financial Corp. Experience November 2007 - July 2010
Job Open to Opportunities
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2010 - October 2011
Stifel Financial Corp. November 2007 - July 2010
KeyBank July 1992 - November 2007
KeyBank/FKA Society National Bank October 1985 - July 1992
Skills
Time Management, Team Building, Branch Management, Customer Satisfaction, Office Management, Administration, Sales
Education
Hiram College
Bachelor of Arts (B.A.)
Lake Erie College
Professional Development Courses
Ameriprise Financial Services, Inc. July 2010 - October 2011
Stifel Financial Corp. November 2007 - July 2010
KeyBank July 1992 - November 2007
KeyBank/FKA Society National Bank October 1985 - July 1992
Skills
Time Management, Team Building, Branch Management, Customer Satisfaction, Office Management, Administration, Sales
Education
Hiram College
Bachelor of Arts (B.A.)
Lake Erie College
Professional Development Courses
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
Kristen McGuirk's Stifel Financial Corp. Experience July 2005 - March 2010
Job Long Term Substitute Teacher at Mehlville School District
Industry Education Management
Experience
Mehlville School District August 2012 - Present
Stifel Financial Corp. July 2005 - March 2010
Stifel Financial Corp. 2005 - 2010
A.G. Edwards July 2000 - July 2005
Education
Fontbonne University 2007 — 2009
Bachelor of Arts, Elementary Education and Teaching, A
Jefferson College
Associate of Applied Science
Mehlville School District August 2012 - Present
Stifel Financial Corp. July 2005 - March 2010
Stifel Financial Corp. 2005 - 2010
A.G. Edwards July 2000 - July 2005
Education
Fontbonne University 2007 — 2009
Bachelor of Arts, Elementary Education and Teaching, A
Jefferson College
Associate of Applied Science
Evelyn MacKimm's Stifel Financial Corp. Experience May 1980 - February 1987
Job
Industry Financial Services
Experience
Stifel Financial Corp. May 1980 - February 1987
Education
Indiana University Bloomington 1964 — 1971
Bachelor of Business Administration (B.B.A.), Marketing, 3..5
Stifel Financial Corp. May 1980 - February 1987
Education
Indiana University Bloomington 1964 — 1971
Bachelor of Business Administration (B.B.A.), Marketing, 3..5
Joseph Rosa's Stifel Financial Corp. Experience June 2003 - Present
Job Deputy General Counsel at Stifel Financial Corp.
Industry
Experience
Stifel Financial Corp. June 2003 - Present
Kings County District Attorneys Office 1990 - 1994
Skills
Securities Regulation, Securities
Education
Fordham University 1983 — 1987
Bachelor of Science (BS), Political Science and Government
Stifel Financial Corp. June 2003 - Present
Kings County District Attorneys Office 1990 - 1994
Skills
Securities Regulation, Securities
Education
Fordham University 1983 — 1987
Bachelor of Science (BS), Political Science and Government
Ben Flesch's Stifel Financial Corp. Experience December 2012 - January 2013
Job Seeking Career in Financial Analysis
Industry Financial Services
Experience
Stifel Financial Corp. December 2012 - January 2013
Caterpillar Inc. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Macro Analysis, Financial Analysis, Access, Financial Accounting, Business Partner Support, Cost Reduction..., Email, Teamwork, Leadership
Education
Eastern Illinois University 2009 — 2013
Bachelor of Science in Business, Finance; Accounting Minor
Stifel Financial Corp. December 2012 - January 2013
Caterpillar Inc. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Macro Analysis, Financial Analysis, Access, Financial Accounting, Business Partner Support, Cost Reduction..., Email, Teamwork, Leadership
Education
Eastern Illinois University 2009 — 2013
Bachelor of Science in Business, Finance; Accounting Minor
Jeffrey Captain's Stifel Financial Corp. Experience April 2014 - Present
Job Associate Analyst at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. April 2014 - Present
Bank of America June 2013 - April 2014
Bank of America June 2012 - August 2012
Travelers December 2011 - January 2012
Travelers June 2011 - August 2011
Travelers December 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Business Analysis, Microsoft Office, Finance, Analysis, Leadership, Strategy, Valuation, Financial Risk, Credit, Microsoft Word, Corporate Finance, Public Speaking, Investments, Underwriting, Sales, Credit Analysis, Entrepreneurship, Due Diligence, Investment Banking, Marketing, Financial Structuring
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Analytical Consulting
William H. Hall High School 2005 — 2009
Stifel Financial Corp. April 2014 - Present
Bank of America June 2013 - April 2014
Bank of America June 2012 - August 2012
Travelers December 2011 - January 2012
Travelers June 2011 - August 2011
Travelers December 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Business Analysis, Microsoft Office, Finance, Analysis, Leadership, Strategy, Valuation, Financial Risk, Credit, Microsoft Word, Corporate Finance, Public Speaking, Investments, Underwriting, Sales, Credit Analysis, Entrepreneurship, Due Diligence, Investment Banking, Marketing, Financial Structuring
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Analytical Consulting
William H. Hall High School 2005 — 2009
Greg Cavanagh's Stifel Financial Corp. Experience April 2013 - May 2015
Job Director, Credit Sales at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. June 2015 - Present
Stifel Financial Corp. April 2013 - May 2015
Knight Capital February 2011 - April 2013
Knight Libertas June 2009 - February 2011
Skills
FINRA Series 7 & 63, Bloomberg, Microsoft Suites
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Robert W. Baird & Co. June 2015 - Present
Stifel Financial Corp. April 2013 - May 2015
Knight Capital February 2011 - April 2013
Knight Libertas June 2009 - February 2011
Skills
FINRA Series 7 & 63, Bloomberg, Microsoft Suites
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Kenny Rosario's Stifel Financial Corp. Experience July 2008 - Present
Job Associate, Equity Capital Markets at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2008 - Present
JPMorgan Chase September 2007 - June 2008
Skills
Equity Capital Markets, Convertible Securities, Valuation
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Operations Research and Information Engineering
Stifel Financial Corp. July 2008 - Present
JPMorgan Chase September 2007 - June 2008
Skills
Equity Capital Markets, Convertible Securities, Valuation
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Operations Research and Information Engineering
Charlie Kretschmer's Stifel Financial Corp. Experience May 2015 - August 2015
Job Student at Fordham Gabelli School of Business
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - August 2015
Greenhouse Funds LP January 2015 - May 2015
Old Warson Country Club May 2014 - August 2014
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor's Degree, Applied Accounting and Finance, 3.9, Junior
Saint Louis University High School 2009 — 2013
High School
Stifel Financial Corp. May 2015 - August 2015
Greenhouse Funds LP January 2015 - May 2015
Old Warson Country Club May 2014 - August 2014
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor's Degree, Applied Accounting and Finance, 3.9, Junior
Saint Louis University High School 2009 — 2013
High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS