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
Lauren Amos Lauren Amos's Stifel Financial Corp. Experience FounderBeatscoffee.com2013 - Present
Job Student at Middlebury College
Industry
Experience
Stifel Financial Corp. FounderBeatscoffee.com2013 - Present
University of Arizona, Neuroscience Department June 2013 - August 2013
12Together Salpointe Endowment Fund 2009 - 2012
Skills
Leadership, Public Speaking, Teamwork, Research, Corporate Finance, Economics, Organization Skills, Time Management, Microsoft Office, Critical Thinking, Stata, Spanish
Education
Middlebury College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a minor in Spanish, Junior
Middlebury College School in Spain, Sede Prim
Spanish Language and Culture
Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge Program Student
Salpointe Catholic High School 2008 — 2012
College Preparatory
Stifel Financial Corp. FounderBeatscoffee.com2013 - Present
University of Arizona, Neuroscience Department June 2013 - August 2013
12Together Salpointe Endowment Fund 2009 - 2012
Skills
Leadership, Public Speaking, Teamwork, Research, Corporate Finance, Economics, Organization Skills, Time Management, Microsoft Office, Critical Thinking, Stata, Spanish
Education
Middlebury College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a minor in Spanish, Junior
Middlebury College School in Spain, Sede Prim
Spanish Language and Culture
Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge Program Student
Salpointe Catholic High School 2008 — 2012
College Preparatory
Carmen Grosskurth Carmen Grosskurth's Stifel Financial Corp. Experience October 2004 - May 2005
Job Accounting/Office Manager at Malliette Bus Co. Inc.
Industry Transportation/Trucking/Railroad
Experience
Malliette Bus Co. Inc. May 2005 - Present
Stifel Financial Corp. October 2004 - May 2005
Piper Jaffray August 1994 - September 2004
Skills
Accounting, Accounts Receivable, Account Reconciliation, General Ledger, Accounts Payable
Education
Northcentral Technical College 2006 — 2008
Associate's Degree, Accounting
Malliette Bus Co. Inc. May 2005 - Present
Stifel Financial Corp. October 2004 - May 2005
Piper Jaffray August 1994 - September 2004
Skills
Accounting, Accounts Receivable, Account Reconciliation, General Ledger, Accounts Payable
Education
Northcentral Technical College 2006 — 2008
Associate's Degree, Accounting
Jason Grubb Jason Grubb's Stifel Financial Corp. Experience February 2013 - May 2014
Job Portfolio Trader at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Nicolaus May 2014 - Present
Stifel Financial Corp. February 2013 - May 2014
Al's Automotive Supply November 2006 - February 2013
Skills
Retail, Sales, Microsoft Office, Accounts Receivable, Time Management, Finance, Financial Analysis, Microsoft Excel, PowerPoint
Education
Missouri State University 2009 — 2012
Bachelor of Science, Administrative Management
Ranken Technical College 2007 — 2009
Automotive Maintenance Technology
Southwestern Illinois College 2003 — 2006
Associate of Arts (A.A.), Graphic Design
Stifel Nicolaus May 2014 - Present
Stifel Financial Corp. February 2013 - May 2014
Al's Automotive Supply November 2006 - February 2013
Skills
Retail, Sales, Microsoft Office, Accounts Receivable, Time Management, Finance, Financial Analysis, Microsoft Excel, PowerPoint
Education
Missouri State University 2009 — 2012
Bachelor of Science, Administrative Management
Ranken Technical College 2007 — 2009
Automotive Maintenance Technology
Southwestern Illinois College 2003 — 2006
Associate of Arts (A.A.), Graphic Design
Russell Kramer Russell Kramer's Stifel Financial Corp. Experience August 2015 - Present
Job Mobile IT Support Engineer at Stifel Financial Corp
Industry Information Technology and Services
Experience
Stifel Financial Corp. August 2015 - Present
Stifel Financial Corp. June 2014 - August 2015
Russell Cellular August 2013 - June 2014
Sprint May 2013 - August 2013
U.S. Cellular October 2009 - May 2013
RadioShack June 2003 - October 2009
Skills
Wireless, Customer Retention, Cellular Communications, Inventory Management, Customer Experience, Telecommunications, Sales Process, System Center Suite, Retail Sales, Sales Operations, Customer Satisfaction, Sales, Quotas, Radio Broadcasting, Citrix XenDesktop, Blackberry Enterprise..., RSA SecurID, Pro Tools, Team Building, Leadership, Call Centers, Troubleshooting, SMB Sales, Coaching, Active Directory, Thompson One, Management, Altiris Console, Scott Studios, Audio Post Production, Inventory Control, Sales Management, Remote Access, Presentations
Education
Lewis and Clark Community College 2006 — 2008
Associate of Applied Science, Radio Broadcasting
Lewis and Clark Community College 2004 — 2008
Associate in Arts (A.A.)
Stifel Financial Corp. August 2015 - Present
Stifel Financial Corp. June 2014 - August 2015
Russell Cellular August 2013 - June 2014
Sprint May 2013 - August 2013
U.S. Cellular October 2009 - May 2013
RadioShack June 2003 - October 2009
Skills
Wireless, Customer Retention, Cellular Communications, Inventory Management, Customer Experience, Telecommunications, Sales Process, System Center Suite, Retail Sales, Sales Operations, Customer Satisfaction, Sales, Quotas, Radio Broadcasting, Citrix XenDesktop, Blackberry Enterprise..., RSA SecurID, Pro Tools, Team Building, Leadership, Call Centers, Troubleshooting, SMB Sales, Coaching, Active Directory, Thompson One, Management, Altiris Console, Scott Studios, Audio Post Production, Inventory Control, Sales Management, Remote Access, Presentations
Education
Lewis and Clark Community College 2006 — 2008
Associate of Applied Science, Radio Broadcasting
Lewis and Clark Community College 2004 — 2008
Associate in Arts (A.A.)
Patrick Beard Patrick Beard's Stifel Financial Corp. Experience May 2009 - Present
Job Director, Institutional Equity Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2009 - Present
Stifel Financial Corp. April 2007 - May 2009
Legg Mason October 2005 - April 2007
Skills
Equities, Investments, Fixed Income, Asset Management, Trading, Options, Market Data, Institutional..., Marketing, Sales, Series 7, Financial Modeling, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Valuation
Education
Loyola University Maryland 2006 — 2010
Master of Business Administration (M.B.A.), Finance
Mount St. Mary's University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, Finance & Marketing Concentrations
Stifel Financial Corp. May 2009 - Present
Stifel Financial Corp. April 2007 - May 2009
Legg Mason October 2005 - April 2007
Skills
Equities, Investments, Fixed Income, Asset Management, Trading, Options, Market Data, Institutional..., Marketing, Sales, Series 7, Financial Modeling, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Valuation
Education
Loyola University Maryland 2006 — 2010
Master of Business Administration (M.B.A.), Finance
Mount St. Mary's University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, Finance & Marketing Concentrations
Kathryn (Blunt)Williams Kathryn (Blunt)Williams's Stifel Financial Corp. Experience August 2007 - Present
Job Accounts Payable Supervisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2007 - Present
Lee Mechanical July 2006 - August 2007
Raymond Management Company November 2002 - June 2006
Skills
Accounts Payable, Accounting, Finance, Financial Reporting, Microsoft Excel, Outlook, Financial Modeling, Accounts Receivable, Budgets, General Ledger, Hospitality Industry, Team Building
Education
Missouri State University
University of Missouri-Saint Louis
Bachelor of Arts (BA), Communications
Stifel Financial Corp. August 2007 - Present
Lee Mechanical July 2006 - August 2007
Raymond Management Company November 2002 - June 2006
Skills
Accounts Payable, Accounting, Finance, Financial Reporting, Microsoft Excel, Outlook, Financial Modeling, Accounts Receivable, Budgets, General Ledger, Hospitality Industry, Team Building
Education
Missouri State University
University of Missouri-Saint Louis
Bachelor of Arts (BA), Communications
Blake Pickett's Stifel Financial Corp. Experience May 2015 - Present
Job Student at LeTourneau University
Industry
Experience
Stifel Financial Corp. May 2015 - Present
Volunteer Income Tax Assistance December 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Management, Strategic Planning, Leadership, English, Teamwork, Marketing, Team Building, Time Management, Nonprofits
Education
LeTourneau University 2012 — 2016
Stifel Financial Corp. May 2015 - Present
Volunteer Income Tax Assistance December 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Management, Strategic Planning, Leadership, English, Teamwork, Marketing, Team Building, Time Management, Nonprofits
Education
LeTourneau University 2012 — 2016
Michael C. Voinovich Michael C. Voinovich's Stifel Financial Corp. Experience May 2005 - July 2010
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Jessica Fletcher's Stifel Financial Corp. Experience September 2012 - Present
Job Registered Client Service Associate at Stifel Financial Corp.
Industry Investment Management
Experience
Stifel Financial Corp. September 2012 - Present
Home Instead Senior Care September 2011 - May 2012
WDS June 2010 - September 2011
Nathan Platt CPA February 2006 - October 2006
Skills
Customer Service, Marketing, Microsoft Office, ThomsonOne, Budgets, Public Relations, Organization Skills, Strategic Planning, Client Relations
Education
Queen Mary University of London 2009 — 2009
Summer Abroad, Comparitive Cultures
Midwestern State University 2005 — 2009
Bachelor of Arts, Sociology; Business Administration
Stifel Financial Corp. September 2012 - Present
Home Instead Senior Care September 2011 - May 2012
WDS June 2010 - September 2011
Nathan Platt CPA February 2006 - October 2006
Skills
Customer Service, Marketing, Microsoft Office, ThomsonOne, Budgets, Public Relations, Organization Skills, Strategic Planning, Client Relations
Education
Queen Mary University of London 2009 — 2009
Summer Abroad, Comparitive Cultures
Midwestern State University 2005 — 2009
Bachelor of Arts, Sociology; Business Administration
Henry A. Key Henry A. Key's Stifel Financial Corp. Experience April 2008 - May 2010
Job IT Support Specialist / Website Developer
Industry Information Technology and Services
Experience
ClubSixes.com 2014 - Present
Self-Employed 2010 - 2012
Stifel Financial Corp. April 2008 - May 2010
IBM December 2001 - July 2007
Skills
Microsoft Office, Windows, Troubleshooting, Program Management, Networking, Linux, IT Hardware Support, Smartphones, Network Administration, Asset Management, Backup Solutions, Virus Removal, Audio Visual Support, Software Installation, Servers, BMC Remedy Ticketing..., IT training, VoIP, Active Directory, Web Development, Windows Server, ITIL, Windows 7
Education
PC AGE Career Institute
CompTIA A+ Certification, Computer Hardware and Software
Institute of Audio Research
Certification, Audio Recording and Production
ClubSixes.com 2014 - Present
Self-Employed 2010 - 2012
Stifel Financial Corp. April 2008 - May 2010
IBM December 2001 - July 2007
Skills
Microsoft Office, Windows, Troubleshooting, Program Management, Networking, Linux, IT Hardware Support, Smartphones, Network Administration, Asset Management, Backup Solutions, Virus Removal, Audio Visual Support, Software Installation, Servers, BMC Remedy Ticketing..., IT training, VoIP, Active Directory, Web Development, Windows Server, ITIL, Windows 7
Education
PC AGE Career Institute
CompTIA A+ Certification, Computer Hardware and Software
Institute of Audio Research
Certification, Audio Recording and Production
Jeremy Michaelson Jeremy Michaelson's Stifel Financial Corp. Experience January 2012 - July 2012
Job Assistant Vice President at George Smith Partners
Industry Real Estate
Experience
George Smith Partners June 2014 - Present
G.H. Palmer Associates May 2013 - August 2013
Stifel Financial Corp. January 2012 - July 2012
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Market Research, Investment Banking, Asset Management, Real Estate Development, Alternative Investments, Corporate Finance, Due Diligence
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Entrepreneurship
George Smith Partners June 2014 - Present
G.H. Palmer Associates May 2013 - August 2013
Stifel Financial Corp. January 2012 - July 2012
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Market Research, Investment Banking, Asset Management, Real Estate Development, Alternative Investments, Corporate Finance, Due Diligence
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Entrepreneurship
Joseph Ruessing Joseph Ruessing's Stifel Financial Corp. Experience November 2014 - Present
Job UC Engineer II at Stifel
Industry Information Technology and Services
Experience
Stifel Financial Corp. November 2014 - Present
ADB Companies, Inc. October 2010 - November 2014
Graphic Packaging International June 2008 - September 2010
True Manufacturing April 2004 - June 2008
Convergys April 2002 - April 2004
Schnucks May 2000 - June 2002
Skills
Cisco Certified, CCNP Certified, A+ Certified, Cisco Call Manager, Cisco VoIP, Cisco Technologies, Project Management, Team Leadership, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, PowerPoint, Visio, SharePoint, Process Improvement, Vendor Management, MS Project, Networking, Outlook, VoIP, Field Technicians, Routers, Telecommunications
Education
Vatterott College 2001 — 2003
Associate of Science (AS), Computer/Information Technology Administration and Management
Mineral Area College 2000 — 2001
General Studies, General Studies
Stifel Financial Corp. November 2014 - Present
ADB Companies, Inc. October 2010 - November 2014
Graphic Packaging International June 2008 - September 2010
True Manufacturing April 2004 - June 2008
Convergys April 2002 - April 2004
Schnucks May 2000 - June 2002
Skills
Cisco Certified, CCNP Certified, A+ Certified, Cisco Call Manager, Cisco VoIP, Cisco Technologies, Project Management, Team Leadership, Customer Service, Troubleshooting, Microsoft Office, Microsoft Excel, PowerPoint, Visio, SharePoint, Process Improvement, Vendor Management, MS Project, Networking, Outlook, VoIP, Field Technicians, Routers, Telecommunications
Education
Vatterott College 2001 — 2003
Associate of Science (AS), Computer/Information Technology Administration and Management
Mineral Area College 2000 — 2001
General Studies, General Studies
Ronald Kruszewski's Stifel Financial Corp. Experience October 1997 - Present
Job Chairman and CEO at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. October 1997 - Present
Education
Indiana University Bloomington 1997 — 2001
Accounting and Finance
Stifel Financial Corp. October 1997 - Present
Education
Indiana University Bloomington 1997 — 2001
Accounting and Finance
Eric Fong's Stifel Financial Corp. Experience May 2013 - August 2013
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company November 2014 - Present
BMO Capital Markets July 2014 - October 2014
Highland Creek Partners LLC September 2013 - January 2014
Stifel Financial Corp. May 2013 - August 2013
Skills
Investment Properties, Youth Mentoring, Debate, Valuation, Strategy, Entrepreneurship, Investment Banking, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Finance, Investments
Education
Ivey Business School at Western University 2012 — 2014
Honors in Business Administration, Business Administration and Management, General
Western University 2010 — 2012
Honors Specialization in Political Science, Social Sciences
St. John's Ravenscourt School 1998 — 2010
Moelis & Company November 2014 - Present
BMO Capital Markets July 2014 - October 2014
Highland Creek Partners LLC September 2013 - January 2014
Stifel Financial Corp. May 2013 - August 2013
Skills
Investment Properties, Youth Mentoring, Debate, Valuation, Strategy, Entrepreneurship, Investment Banking, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Finance, Investments
Education
Ivey Business School at Western University 2012 — 2014
Honors in Business Administration, Business Administration and Management, General
Western University 2010 — 2012
Honors Specialization in Political Science, Social Sciences
St. John's Ravenscourt School 1998 — 2010
Taylor Coletta Taylor Coletta's Stifel Financial Corp. Experience August 2015 - August 2015
Job Client Advisory Intern at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors January 2015 - Present
Stifel Financial Corp. August 2015 - August 2015
CU Boulder January 2014 - January 2015
Lockton Companies July 2014 - August 2014
Quiznos 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Marketing, Data Analysis
Education
University of Colorado Boulder 2013 — 2016
Bachelor of Science in Business Administration, Finance, Sophomore
Loyola Marymount University 2013 — 2013
Coursework towards Bachelor of Arts with Emphasis in Economics
Crestone Capital Advisors January 2015 - Present
Stifel Financial Corp. August 2015 - August 2015
CU Boulder January 2014 - January 2015
Lockton Companies July 2014 - August 2014
Quiznos 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Marketing, Data Analysis
Education
University of Colorado Boulder 2013 — 2016
Bachelor of Science in Business Administration, Finance, Sophomore
Loyola Marymount University 2013 — 2013
Coursework towards Bachelor of Arts with Emphasis in Economics
Elizabeth Keeling's Stifel Financial Corp. Experience March 2015 - Present
Job Client Services Associate
Industry Investment Banking
Experience
Stifel Financial Corp. March 2015 - Present
Briley Performing Arts Company January 2015 - Present
Evolution Arts and Athletics August 2013 - Present
Parmele Law Firm May 2014 - January 2015
Springfield Cardinals March 2013 - September 2013
ULTA Beauty January 2013 - April 2013
Skills
Teaching, Dance Instruction, Choreography, Microsoft Office, Multi-line Phone, Phone Screening, Professional Phone..., Receptionist Duties, Telephone Reception, Customer Service, Typing, 10 Key, Childcare, Working With Children, Working With Clients, Retail Sales, Organization Skills, Job Scanning, Social Media, Data Entry, Social Networking, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Facebook, Teamwork, Leadership, Public Speaking
Education
Missouri State University 2010 — 2014
Bachelor's of Fine Arts, Dance
Ritenour High School 2006 — 2010
High school diploma, General Studies
Stifel Financial Corp. March 2015 - Present
Briley Performing Arts Company January 2015 - Present
Evolution Arts and Athletics August 2013 - Present
Parmele Law Firm May 2014 - January 2015
Springfield Cardinals March 2013 - September 2013
ULTA Beauty January 2013 - April 2013
Skills
Teaching, Dance Instruction, Choreography, Microsoft Office, Multi-line Phone, Phone Screening, Professional Phone..., Receptionist Duties, Telephone Reception, Customer Service, Typing, 10 Key, Childcare, Working With Children, Working With Clients, Retail Sales, Organization Skills, Job Scanning, Social Media, Data Entry, Social Networking, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Facebook, Teamwork, Leadership, Public Speaking
Education
Missouri State University 2010 — 2014
Bachelor's of Fine Arts, Dance
Ritenour High School 2006 — 2010
High school diploma, General Studies
Michelle Thelen Michelle Thelen's Stifel Financial Corp. Experience September 2006 - October 2012
Job .
Industry Capital Markets
Experience
Berghoff & Company, Inc December 2012 - August 2015
Stifel Financial Corp. September 2006 - October 2012
JPMorgan Chase September 1999 - February 2006
Skills
Bonds, Capital Markets, Fixed Income, Series 63, Series 7, Investments, Bloomberg
Education
Michigan State University
Bachelor of Science (BS), Mathematics
Berghoff & Company, Inc December 2012 - August 2015
Stifel Financial Corp. September 2006 - October 2012
JPMorgan Chase September 1999 - February 2006
Skills
Bonds, Capital Markets, Fixed Income, Series 63, Series 7, Investments, Bloomberg
Education
Michigan State University
Bachelor of Science (BS), Mathematics
Steve Girardi Steve Girardi's Stifel Financial Corp. Experience 1996 - 1997
Job Former CoOwner Sheboygan Healthmart Pharmacy
Industry Retail
Experience
Sheboygan Health Mart Pharmacy August 2011 - October 2013
Coffeeology, LLC May 2002 - December 2010
Powercom, Telecom June 1998 - June 2001
jewel-osco 1997 - 1998
Stifel Financial Corp. 1996 - 1997
Clayton Brown/Dain Bosworth 1988 - 1996
Skills
Marketing, Entrepreneurship, Small Business, Sales, Customer Service, Management, Retail, Marketing Strategy, Advertising, Social Media, Merchandising
Education
Lakeshore Technical College
Oak Park River Forest High School
Sheboygan Health Mart Pharmacy August 2011 - October 2013
Coffeeology, LLC May 2002 - December 2010
Powercom, Telecom June 1998 - June 2001
jewel-osco 1997 - 1998
Stifel Financial Corp. 1996 - 1997
Clayton Brown/Dain Bosworth 1988 - 1996
Skills
Marketing, Entrepreneurship, Small Business, Sales, Customer Service, Management, Retail, Marketing Strategy, Advertising, Social Media, Merchandising
Education
Lakeshore Technical College
Oak Park River Forest High School
Larry Fotovich's Stifel Financial Corp. Experience March 1987 - November 1989
Job Business Owner
Industry Real Estate
Experience
Suburbian, Inc. May 2006 - Present
City of Gardner, Kansas April 2011 - September 2014
Garmin International March 1998 - May 2002
PenAir Federal Credit Union May 1996 - May 1998
US Navy November 1989 - December 1997
Stifel Financial Corp. March 1987 - November 1989
Skills
Real Estate, New Home Sales, Sales Management, Public Relations, Social Media, Budgets, Sellers, Foreclosures, Leadership, Public Speaking, Residential Homes, Short Sales, Microsoft Office, Strategic Planning, First Time Home Buyers, Buyer Representation, Business Development, Sales, Customer Service, HUD, Marketing, Training, New Homes
Education
University of Kansas 1982 — 1985
Bachelor of Science, Journalism, Advertising
Johnson County Community College 1981 — 1983
Undergraduate prerequisites
Suburbian, Inc. May 2006 - Present
City of Gardner, Kansas April 2011 - September 2014
Garmin International March 1998 - May 2002
PenAir Federal Credit Union May 1996 - May 1998
US Navy November 1989 - December 1997
Stifel Financial Corp. March 1987 - November 1989
Skills
Real Estate, New Home Sales, Sales Management, Public Relations, Social Media, Budgets, Sellers, Foreclosures, Leadership, Public Speaking, Residential Homes, Short Sales, Microsoft Office, Strategic Planning, First Time Home Buyers, Buyer Representation, Business Development, Sales, Customer Service, HUD, Marketing, Training, New Homes
Education
University of Kansas 1982 — 1985
Bachelor of Science, Journalism, Advertising
Johnson County Community College 1981 — 1983
Undergraduate prerequisites
Anthony Darling, CPCU, ARe, AMIM Anthony Darling, CPCU, ARe, AMIM's Stifel Financial Corp. Experience November 2012 - December 2012
Job Business Specialist at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance June 2013 - Present
The Lawrentian March 2012 - June 2013
Stifel Financial Corp. November 2012 - December 2012
Productive Strategies, Inc. June 2012 - August 2012
Wolf River Community Bank August 2007 - August 2011
Skills
Highly Analytical, Team Leadership, Oral and Written..., Economics, Microsoft Excel, PowerPoint, Research, Microsoft Word, Event Planning, Public Speaking, Customer Service, Management, Advertising, Analytical Skills, Teamwork, Spanish, Budgets, Leadership, Recruiting, Finance, Leadership Development, Social Media, Insurance
Education
Lawrence University 2009 — 2013
Bachelor of Arts, Economics, Government
Universidad de Granada 2011 — 2011
Spanish
Hortonville High School 2005 — 2009
Sentry Insurance June 2013 - Present
The Lawrentian March 2012 - June 2013
Stifel Financial Corp. November 2012 - December 2012
Productive Strategies, Inc. June 2012 - August 2012
Wolf River Community Bank August 2007 - August 2011
Skills
Highly Analytical, Team Leadership, Oral and Written..., Economics, Microsoft Excel, PowerPoint, Research, Microsoft Word, Event Planning, Public Speaking, Customer Service, Management, Advertising, Analytical Skills, Teamwork, Spanish, Budgets, Leadership, Recruiting, Finance, Leadership Development, Social Media, Insurance
Education
Lawrence University 2009 — 2013
Bachelor of Arts, Economics, Government
Universidad de Granada 2011 — 2011
Spanish
Hortonville High School 2005 — 2009
Trey Thompson Trey Thompson's Stifel Financial Corp. Experience June 2009 - January 2011
Job Trader | Product Analyst | Investment Analysis | Fixed Income | Equity | Research | Investment Strategy
Industry Financial Services
Experience
Edward Jones January 2011 - Present
Stifel Financial Corp. June 2009 - January 2011
JPMorgan Chase May 2008 - September 2008
Skills
Mutual Funds, Series 7, Trading, Marketing, VBA Programming, Trading System..., Series 66, Series 55, Fixed Income, Securities, Trading Systems, Unit Investment Trusts, Inventory Management, Data Analysis, Systems Analysis, Project Planning, Website Development, Data Entry, SPSS, Project Management, Financial Evaluations, Microsoft Office, Sales, TRACE, Customer Service
Education
Saint Louis University 2011 — 2014
Master of Business Administration (MBA), Finance
Missouri State University 2005 — 2009
Bachelor of Science (B.S.), Marketing Management, Minor in Finance
Edward Jones January 2011 - Present
Stifel Financial Corp. June 2009 - January 2011
JPMorgan Chase May 2008 - September 2008
Skills
Mutual Funds, Series 7, Trading, Marketing, VBA Programming, Trading System..., Series 66, Series 55, Fixed Income, Securities, Trading Systems, Unit Investment Trusts, Inventory Management, Data Analysis, Systems Analysis, Project Planning, Website Development, Data Entry, SPSS, Project Management, Financial Evaluations, Microsoft Office, Sales, TRACE, Customer Service
Education
Saint Louis University 2011 — 2014
Master of Business Administration (MBA), Finance
Missouri State University 2005 — 2009
Bachelor of Science (B.S.), Marketing Management, Minor in Finance
Chelsea Kohrmann Chelsea Kohrmann's Stifel Financial Corp. Experience May 2007 - January 2008
Job Secretary, Kohrmann Electric
Industry Electrical/Electronic Manufacturing
Experience
Self-Emplyed April 2014 - Present
Stifel Financial Corp. May 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Facebook, Windows, Budgets, Advertising, Sales Management, Project Management, Teamwork, Time Management, Outlook, Social Networking, Sales, Event Planning, Team Leadership, Marketing, Fundraising
Education
Kaskaskia College 2013 — 2014
Associate's degree in Cosmetology
Self-Emplyed April 2014 - Present
Stifel Financial Corp. May 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Facebook, Windows, Budgets, Advertising, Sales Management, Project Management, Teamwork, Time Management, Outlook, Social Networking, Sales, Event Planning, Team Leadership, Marketing, Fundraising
Education
Kaskaskia College 2013 — 2014
Associate's degree in Cosmetology
Alan Long Alan Long's Stifel Financial Corp. Experience October 2014 - September 2015
Job Software Engineer at GeoDecisions
Industry Computer Software
Experience
GeoDecisions September 2015 - Present
Stifel Financial Corp. October 2014 - September 2015
Deloitte July 2014 - October 2014
Southeast Missouri State University May 2012 - July 2014
Brown Smith Wallace June 2013 - August 2013
Westrich Manufacturing July 2011 - May 2012
Education
Missouri University of Science and Technology 2015 — 2017
Master's Degree, Computer Science - Software Engineering & Software/System Architecture
Southeast Missouri State University 2009 — 2014
BSBA, Accounting & Computer Science Minor, 3.7/4.0
GeoDecisions September 2015 - Present
Stifel Financial Corp. October 2014 - September 2015
Deloitte July 2014 - October 2014
Southeast Missouri State University May 2012 - July 2014
Brown Smith Wallace June 2013 - August 2013
Westrich Manufacturing July 2011 - May 2012
Education
Missouri University of Science and Technology 2015 — 2017
Master's Degree, Computer Science - Software Engineering & Software/System Architecture
Southeast Missouri State University 2009 — 2014
BSBA, Accounting & Computer Science Minor, 3.7/4.0
Lorenzo Lato's Stifel Financial Corp. Experience January 2014 - June 2014
Job Operations Manager at Cloud4Wi
Industry Wireless
Experience
Cloud4Wi June 2014 - Present
Stifel Financial Corp. January 2014 - June 2014
Soluzioni di Casa September 2010 - July 2013
Marcus & Millichap January 2013 - May 2013
Societe Generale June 2012 - August 2012
KME May 2011 - July 2011
Annapurna Ventures June 2010 - July 2010
Power Plate Italia April 2008 - May 2010
Icon Health and Fitness May 2006 - May 2008
Skills
Team Leadership, Management, Open Mind, Operations Management, Intercultural..., Hard Worker, Investments, Financial Analysis, Business Development, Corporate Treasury, Problem Solving, Leadership, International Business, Excel, Start-ups, Corporate Finance, Real Estate, Strategic Planning, Bloomberg, Spanish, Word, PowerPoint, Mac, PC, Investment Banking, Mergers, Acquisiton, Oracle, SAP, Thomson One Banker, Business Planning, Team Building, Finance, Corporate Communications, Time Management, Financial Modeling, Market Research, Microsoft Office, Analysis, Business Strategy, Microsoft Word, Italian, Microsoft Excel
Education
Menlo College 2010 — 2013
Finance, Business Administration and Management, General
Fermi Liceo Scientifico 2004 — 2009
Diploma, Liceo Scientifico
Cloud4Wi June 2014 - Present
Stifel Financial Corp. January 2014 - June 2014
Soluzioni di Casa September 2010 - July 2013
Marcus & Millichap January 2013 - May 2013
Societe Generale June 2012 - August 2012
KME May 2011 - July 2011
Annapurna Ventures June 2010 - July 2010
Power Plate Italia April 2008 - May 2010
Icon Health and Fitness May 2006 - May 2008
Skills
Team Leadership, Management, Open Mind, Operations Management, Intercultural..., Hard Worker, Investments, Financial Analysis, Business Development, Corporate Treasury, Problem Solving, Leadership, International Business, Excel, Start-ups, Corporate Finance, Real Estate, Strategic Planning, Bloomberg, Spanish, Word, PowerPoint, Mac, PC, Investment Banking, Mergers, Acquisiton, Oracle, SAP, Thomson One Banker, Business Planning, Team Building, Finance, Corporate Communications, Time Management, Financial Modeling, Market Research, Microsoft Office, Analysis, Business Strategy, Microsoft Word, Italian, Microsoft Excel
Education
Menlo College 2010 — 2013
Finance, Business Administration and Management, General
Fermi Liceo Scientifico 2004 — 2009
Diploma, Liceo Scientifico
Brett Siegel Brett Siegel's Stifel Financial Corp. Experience May 2009 - August 2009
Job Franchise Account Executive at Snagajob
Industry Computer Software
Experience
Snagajob July 2015 - Present
memoryBlue December 2014 - June 2015
memoryBlue June 2014 - December 2014
TopClick, LLC May 2013 - June 2014
Genworth Financial September 2011 - May 2012
Union Avenue Advisors June 2011 - August 2011
Stifel Financial Corp. May 2009 - August 2009
CD International Enterprises, Inc 2008 - 2008
Skills
New Business Development, Change Management, Strategic Sourcing, Global Sourcing, Global Business..., International Business, Marketing Strategy, Integrated Marketing..., Digital Marketing, Digital Strategy, Pricing Strategy, Business Process..., Operational Excellence, Inventory Control, Resource Management, Shipping Systems, Logistics Management, Account Management, Salesforce.com, Lead Generation, Leadership, Customer Service, Marketing, Sales, Social Media
Education
Liberty University 2008 — 2012
Bachelor's Degree, Business Finance, 3.4
University of Gloucestershire 2010 — 2011
Finance, General
Florida Air Academy 2006 — 2007
Snagajob July 2015 - Present
memoryBlue December 2014 - June 2015
memoryBlue June 2014 - December 2014
TopClick, LLC May 2013 - June 2014
Genworth Financial September 2011 - May 2012
Union Avenue Advisors June 2011 - August 2011
Stifel Financial Corp. May 2009 - August 2009
CD International Enterprises, Inc 2008 - 2008
Skills
New Business Development, Change Management, Strategic Sourcing, Global Sourcing, Global Business..., International Business, Marketing Strategy, Integrated Marketing..., Digital Marketing, Digital Strategy, Pricing Strategy, Business Process..., Operational Excellence, Inventory Control, Resource Management, Shipping Systems, Logistics Management, Account Management, Salesforce.com, Lead Generation, Leadership, Customer Service, Marketing, Sales, Social Media
Education
Liberty University 2008 — 2012
Bachelor's Degree, Business Finance, 3.4
University of Gloucestershire 2010 — 2011
Finance, General
Florida Air Academy 2006 — 2007
Daniel Abrahams's Stifel Financial Corp. Experience March 2008 - May 2008
Job Senior Hedge Fund Service Representative at Kaufman Rossin Fund Services
Industry Accounting
Experience
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2013 - Present
Pioneer Investments September 2012 - May 2013
Jeruchim & Davenport LLP January 2007 - September 2012
Northwestern District Attorney's Office September 2011 - January 2012
Stifel Financial Corp. March 2008 - May 2008
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Training, Research, Public Speaking, Human Resources, Finance, Teamwork, Management, Event Planning, Access, Mutual Funds, Customer Service, Outlook, Data Analysis, Accounting, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor's of Science, Resource Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2013 - Present
Pioneer Investments September 2012 - May 2013
Jeruchim & Davenport LLP January 2007 - September 2012
Northwestern District Attorney's Office September 2011 - January 2012
Stifel Financial Corp. March 2008 - May 2008
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Training, Research, Public Speaking, Human Resources, Finance, Teamwork, Management, Event Planning, Access, Mutual Funds, Customer Service, Outlook, Data Analysis, Accounting, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor's of Science, Resource Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Kelly McManama Kelly McManama's Stifel Financial Corp. Experience August 2014 - Present
Job Event Coordinator at Stifel Financial Corp.
Industry Events Services
Experience
Stifel Financial Corp. August 2014 - Present
Isenberg Women in Business September 2011 - Present
Women of Isenberg Inaugural Conference May 2013 - February 2014
Hatch - Ideas for Modern Living December 2011 - January 2014
Stone Event Planning April 2013 - August 2013
K5 Events January 2011 - December 2012
E Bar L Ranch May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Social Media, Excel, PowerPoint, Research, Microsoft Excel, Team Building, Event Management, Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
Bachelor's Degree, Hospitality and Tourism Management, Senior
César Ritz Colleges Switzerland 2013 — 2013
Hospitality Management
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Science (B.S.), Hospitality and Tourism Management
Salve Regina University 2010 — 2011
Concord-Carlisle Regional High School 2006 — 2010
High School Diploma
Stifel Financial Corp. August 2014 - Present
Isenberg Women in Business September 2011 - Present
Women of Isenberg Inaugural Conference May 2013 - February 2014
Hatch - Ideas for Modern Living December 2011 - January 2014
Stone Event Planning April 2013 - August 2013
K5 Events January 2011 - December 2012
E Bar L Ranch May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Social Media, Excel, PowerPoint, Research, Microsoft Excel, Team Building, Event Management, Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
Bachelor's Degree, Hospitality and Tourism Management, Senior
César Ritz Colleges Switzerland 2013 — 2013
Hospitality Management
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Science (B.S.), Hospitality and Tourism Management
Salve Regina University 2010 — 2011
Concord-Carlisle Regional High School 2006 — 2010
High School Diploma
Spencer Hurst's Stifel Financial Corp. Experience June 2012 - August 2012
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW August 2013 - Present
Middlebury College September 2009 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Trilantic Capital Partners June 2011 - July 2011
Skills
Private Equity, Investment Banking, Economics, Valuation, Financial Modeling, Bloomberg Terminal, Corporate Finance, Financial Analysis, Capital Markets, Market Research, Due Diligence, Investments, Fixed Income, Finance, Asset Management
Education
Middlebury College 2009 — 2013
Bachelor's degree, Economics and Math, Junior
KBW August 2013 - Present
Middlebury College September 2009 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Trilantic Capital Partners June 2011 - July 2011
Skills
Private Equity, Investment Banking, Economics, Valuation, Financial Modeling, Bloomberg Terminal, Corporate Finance, Financial Analysis, Capital Markets, Market Research, Due Diligence, Investments, Fixed Income, Finance, Asset Management
Education
Middlebury College 2009 — 2013
Bachelor's degree, Economics and Math, Junior
Will Peckham's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Beartooth Capital Partners June 2013 - August 2013
StepStone Group June 2012 - August 2012
Skills
Microsoft Excel, Stata
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Edward's School 2006 — 2010
Stifel Financial Corp. July 2014 - Present
Beartooth Capital Partners June 2013 - August 2013
StepStone Group June 2012 - August 2012
Skills
Microsoft Excel, Stata
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Edward's School 2006 — 2010
Brad Bopp's Stifel Financial Corp. Experience October 2012 - Present
Job Software Developer at Stifel Financial Corp.
Industry Computer Software
Experience
ROMDevGroup January 2015 - Present
Stifel Financial Corp. October 2012 - Present
GBS Corporation July 2012 - October 2012
Elliott Data Systems February 2010 - July 2012
Domino's Pizza July 2006 - February 2010
Skills
Visual Studio, Computer Hardware, Software Installation, Microsoft Office, Microsoft SQL Server, C#, Databases, Hardware, SQL, Testing, Windows, Windows 7
Education
ITT Technical Institute-Arnold 2011 — 2013
ITSAD, Applied Sciences
ITT Technical Institute, Arnold 2009 — 2011
ITSAP, Applied Sciences
ROMDevGroup January 2015 - Present
Stifel Financial Corp. October 2012 - Present
GBS Corporation July 2012 - October 2012
Elliott Data Systems February 2010 - July 2012
Domino's Pizza July 2006 - February 2010
Skills
Visual Studio, Computer Hardware, Software Installation, Microsoft Office, Microsoft SQL Server, C#, Databases, Hardware, SQL, Testing, Windows, Windows 7
Education
ITT Technical Institute-Arnold 2011 — 2013
ITSAD, Applied Sciences
ITT Technical Institute, Arnold 2009 — 2011
ITSAP, Applied Sciences
Lauren Surdyke Lauren Surdyke's Stifel Financial Corp. Experience December 2014 - Present
Job Estate Planning Intern at Stifel Financial Corp.
Industry Law Practice
Experience
Stifel Financial Corp. December 2014 - Present
Saint Louis University August 2012 - Present
IRS Office of Chief Counsel August 2014 - December 2014
Paule, Camazine and Blumenthal, P.C. May 2013 - October 2013
Spectrum Cleaning & Restoration Services January 2008 - March 2013
Skills
Microsoft Office, Westlaw, Public Speaking, Editing, Community Outreach, Nonprofits, PowerPoint, Fundraising, Microsoft Word, Microsoft Excel, Legal Research, Legal Writing
Education
Saint Louis University School of Law 2012 — 2015
Doctor of Law (J.D.)
Missouri Baptist University 2009 — 2012
Bachelor of Science (B.S.), History
Wheaton College 2007 — 2008
International Relations
Stifel Financial Corp. December 2014 - Present
Saint Louis University August 2012 - Present
IRS Office of Chief Counsel August 2014 - December 2014
Paule, Camazine and Blumenthal, P.C. May 2013 - October 2013
Spectrum Cleaning & Restoration Services January 2008 - March 2013
Skills
Microsoft Office, Westlaw, Public Speaking, Editing, Community Outreach, Nonprofits, PowerPoint, Fundraising, Microsoft Word, Microsoft Excel, Legal Research, Legal Writing
Education
Saint Louis University School of Law 2012 — 2015
Doctor of Law (J.D.)
Missouri Baptist University 2009 — 2012
Bachelor of Science (B.S.), History
Wheaton College 2007 — 2008
International Relations
Jackelynn Powers's Stifel Financial Corp. Experience April 2010 - Present
Job Professional Graphic Designer & Photographer
Industry Marketing and Advertising
Experience
Jackelynn Noel Photography March 2014 - Present
Stifel Financial Corp. April 2010 - Present
Treasure Rooms January 2010 - April 2010
Southern Illinois University Edwardsville February 2009 - December 2009
Box TV and Video Sales April 2007 - August 2009
Kohl's August 2006 - April 2007
Trails West Council May 2003 - July 2006
Skills
Logo Design, Posters, Microsoft Word, Microsoft Publisher, Concept Development, Illustrator, InDesign, Photoshop, PowerPoint, Adobe Acrobat, Brochures, Lightroom 4, Dreamweaver, Flash, Illustration, Graphic Design, Layout, Graphics, Advertising, Branding & Identity, Marketing, Editing, Creative Direction, Web Design, Pre-press, WordPress, Communication Skills, Event Photography, Photography, Adobe Creative Suite, Typography, Mac, Corporate Branding, Newsletters
Education
Southern Illinois University, Edwardsville 2006 — 2009
Bachelor's of Fine Art, Graphic Design
Maryville University of Saint Louis 2005 — 2006
Bachelor of Art in Art, Graphic Design
Southwestern Illinois College
Web Development and Administration Associate Degree, Web Page, Digital/Multimedia and Information Resources Design
Jackelynn Noel Photography March 2014 - Present
Stifel Financial Corp. April 2010 - Present
Treasure Rooms January 2010 - April 2010
Southern Illinois University Edwardsville February 2009 - December 2009
Box TV and Video Sales April 2007 - August 2009
Kohl's August 2006 - April 2007
Trails West Council May 2003 - July 2006
Skills
Logo Design, Posters, Microsoft Word, Microsoft Publisher, Concept Development, Illustrator, InDesign, Photoshop, PowerPoint, Adobe Acrobat, Brochures, Lightroom 4, Dreamweaver, Flash, Illustration, Graphic Design, Layout, Graphics, Advertising, Branding & Identity, Marketing, Editing, Creative Direction, Web Design, Pre-press, WordPress, Communication Skills, Event Photography, Photography, Adobe Creative Suite, Typography, Mac, Corporate Branding, Newsletters
Education
Southern Illinois University, Edwardsville 2006 — 2009
Bachelor's of Fine Art, Graphic Design
Maryville University of Saint Louis 2005 — 2006
Bachelor of Art in Art, Graphic Design
Southwestern Illinois College
Web Development and Administration Associate Degree, Web Page, Digital/Multimedia and Information Resources Design
Christopher Quinn's Stifel Financial Corp. Experience June 2014 - August 2014
Job Student at Johns Hopkins University
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
Johns Hopkins University September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
JMI Equity February 2014 - May 2014
America's Growth Capital September 2013 - November 2013
Commonwealth Annuity June 2013 - August 2013
Merrit Capital Management June 2013 - August 2013
Skills
Stata, Economics, Statistics, Econometrics, R, Research, Qualitative Research, Data Analysis, Capital IQ
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Macalester College 2010 — 2012
Bachelor of Arts (B.A.), Economics
BMO Capital Markets January 2015 - Present
Johns Hopkins University September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
JMI Equity February 2014 - May 2014
America's Growth Capital September 2013 - November 2013
Commonwealth Annuity June 2013 - August 2013
Merrit Capital Management June 2013 - August 2013
Skills
Stata, Economics, Statistics, Econometrics, R, Research, Qualitative Research, Data Analysis, Capital IQ
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Macalester College 2010 — 2012
Bachelor of Arts (B.A.), Economics
Justin McNabb Justin McNabb's Stifel Financial Corp. Experience November 2012 - August 2014
Job Project Manager
Industry Construction
Experience
Memphis Invest May 2015 - Present
Advantage LED Signs August 2014 - May 2015
Stifel Financial Corp. November 2012 - August 2014
Kuna Chemical December 2011 - October 2012
DOBBS TIRE & AUTO CENTERS, INC August 2007 - August 2009
Skills
Microsoft Office, Sales, Customer Service, Microsoft Excel, Public Speaking, Social Media, Securities Regulation, Compliance Internal..., Blue Sky Regulations, Client Relations Skills, Client Development, SharePoint Designer, Project Management, Building Permits, Subcontracting, Construction Management
Education
Missouri State University 2007 — 2011
Bachelor's degree, Business Administration, Management and Operations
Missouri State University 2007 — 2011
BS, Business Administration and Management, General
Memphis Invest May 2015 - Present
Advantage LED Signs August 2014 - May 2015
Stifel Financial Corp. November 2012 - August 2014
Kuna Chemical December 2011 - October 2012
DOBBS TIRE & AUTO CENTERS, INC August 2007 - August 2009
Skills
Microsoft Office, Sales, Customer Service, Microsoft Excel, Public Speaking, Social Media, Securities Regulation, Compliance Internal..., Blue Sky Regulations, Client Relations Skills, Client Development, SharePoint Designer, Project Management, Building Permits, Subcontracting, Construction Management
Education
Missouri State University 2007 — 2011
Bachelor's degree, Business Administration, Management and Operations
Missouri State University 2007 — 2011
BS, Business Administration and Management, General
Seth Kurland Seth Kurland's Stifel Financial Corp. Experience February 2013 - Present
Job Managing Director at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. February 2013 - Present
Keefe, Bruyette & Woods 2003 - February 2013
Prudential Financial 1997 - 2003
Skills
Fixed Income, Series 63, Bonds, Structured Products, High Yield, Financial Markets, Credit, ABS, Alternative Investments, Asset Management, Capital Markets, Corporate Finance, Derivatives, Emerging Markets, Equities, Equity Research, Equity Trading, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Securities, Securitization, Structured Finance, Trading, Valuation, Chartered Financial..., Financial Structuring, Bloomberg Terminal, Credit Analysis, Fixed Income Analysis, Series 7, CDO, Financial Institutions, CDS, Capital Structure, Credit Risk, Bloomberg
Education
New York University, Stern School of Business 1991 — 1995
MBA, Finance
Lafayette College 1985 — 1989
A.B. with Honors, Economics & Business
Stifel Financial Corp. February 2013 - Present
Keefe, Bruyette & Woods 2003 - February 2013
Prudential Financial 1997 - 2003
Skills
Fixed Income, Series 63, Bonds, Structured Products, High Yield, Financial Markets, Credit, ABS, Alternative Investments, Asset Management, Capital Markets, Corporate Finance, Derivatives, Emerging Markets, Equities, Equity Research, Equity Trading, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Securities, Securitization, Structured Finance, Trading, Valuation, Chartered Financial..., Financial Structuring, Bloomberg Terminal, Credit Analysis, Fixed Income Analysis, Series 7, CDO, Financial Institutions, CDS, Capital Structure, Credit Risk, Bloomberg
Education
New York University, Stern School of Business 1991 — 1995
MBA, Finance
Lafayette College 1985 — 1989
A.B. with Honors, Economics & Business
Chad Estep Chad Estep's Stifel Financial Corp. Experience 2005 - May 2015
Job Chief Compliance Officer E*TRADE Securities LLC
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Stifel Financial Corp. 2005 - May 2015
PowellJohnson 2002 - 2004
A.G. Edwards 2000 - 2001
J.C. Bradford & Co. 1998 - 2000
Deloitte 1995 - 1998
Education
Lipscomb University 1991 — 1995
Bachelor of Science, Professional Accountancy
E*TRADE Financial Corporation May 2015 - Present
Stifel Financial Corp. 2005 - May 2015
PowellJohnson 2002 - 2004
A.G. Edwards 2000 - 2001
J.C. Bradford & Co. 1998 - 2000
Deloitte 1995 - 1998
Education
Lipscomb University 1991 — 1995
Bachelor of Science, Professional Accountancy
Georgia Henke Georgia Henke's Stifel Financial Corp. Experience August 2007 - February 2011
Job Leadership Support at Saint Anthony's Health Center
Industry Hospital & Health Care
Experience
Saint Anthony's Health Center July 2013 - Present
United Methodist Village June 2011 - June 2013
Stifel Financial Corp. August 2007 - February 2011
Skills
Management, Event Planning, Customer Service, Nonprofits, Team Building, Strategic Planning, Marketing, Coaching, Fundraising, Community Outreach, Insurance, Budgets, Healthcare, Microsoft Office, Public Speaking, Leadership
Education
Saint Louis University 2013 — 2014
Master's degree, Health Administration
Lindenwood University
Bachelor of Business Administration (BBA), Finance, General
Saint Anthony's Health Center July 2013 - Present
United Methodist Village June 2011 - June 2013
Stifel Financial Corp. August 2007 - February 2011
Skills
Management, Event Planning, Customer Service, Nonprofits, Team Building, Strategic Planning, Marketing, Coaching, Fundraising, Community Outreach, Insurance, Budgets, Healthcare, Microsoft Office, Public Speaking, Leadership
Education
Saint Louis University 2013 — 2014
Master's degree, Health Administration
Lindenwood University
Bachelor of Business Administration (BBA), Finance, General
Jeffrey McCorkendale Jeffrey McCorkendale's Stifel Financial Corp. Experience May 1998 - June 2001
Job Financial Advisor
Industry Financial Services
Experience
Schowalter & Jabouri Financial Services November 2010 - Present
Edward Jones June 2001 - November 2010
Stifel Financial Corp. May 1998 - June 2001
Education
Southwest Missouri State University 1980 — 1984
Bachelors Degree, Business Management and Marketing
Schowalter & Jabouri Financial Services November 2010 - Present
Edward Jones June 2001 - November 2010
Stifel Financial Corp. May 1998 - June 2001
Education
Southwest Missouri State University 1980 — 1984
Bachelors Degree, Business Management and Marketing
Cynthia Aiken's Stifel Financial Corp. Experience 1990 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
Noyes Capital Management, LLC June 2013 - Present
New Providence Financial 2012 - 2012
Mary E Woods, CPA 2011 - 2011
Merrill Lynch 2005 - 2008
Stifel Financial Corp. 1990 - 1991
Maryland National Bank 1989 - 1990
Howard Weil 1986 - 1989
Skills
Investments, Life Insurance, Wealth Management, Strategic Financial..., Asset Management, Asset Allocation, Securities, Retirement Planning, Corporate Finance, Retirement, Finance
Education
Lehigh University
Bachelor of Arts (BA), Art History
University of Pennsylvania
Master of Arts (MA), Art History
Washington University in St. Louis
Master of Business Administration (MBA), Finance
Noyes Capital Management, LLC June 2013 - Present
New Providence Financial 2012 - 2012
Mary E Woods, CPA 2011 - 2011
Merrill Lynch 2005 - 2008
Stifel Financial Corp. 1990 - 1991
Maryland National Bank 1989 - 1990
Howard Weil 1986 - 1989
Skills
Investments, Life Insurance, Wealth Management, Strategic Financial..., Asset Management, Asset Allocation, Securities, Retirement Planning, Corporate Finance, Retirement, Finance
Education
Lehigh University
Bachelor of Arts (BA), Art History
University of Pennsylvania
Master of Arts (MA), Art History
Washington University in St. Louis
Master of Business Administration (MBA), Finance
Jim Howrey Jim Howrey's Stifel Financial Corp. Experience 2003 - 2008
Job Senior Vice President/Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Stifel Financial Corp. 2003 - 2008
Education
Lindenwood University
Washington University in St. Louis
Master of Business Administration (MBA)
Wells Fargo Advisors 2008 - Present
Stifel Financial Corp. 2003 - 2008
Education
Lindenwood University
Washington University in St. Louis
Master of Business Administration (MBA)
Fred Macaluso Fred Macaluso's Stifel Financial Corp. Experience 1998 - 2000
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2000 - Present
Stifel Financial Corp. 1998 - 2000
Education
Loyola University Chicago 1989 — 1995
Fenwick High School 1985 — 1989
Wells Fargo Advisors, LLC 2000 - Present
Stifel Financial Corp. 1998 - 2000
Education
Loyola University Chicago 1989 — 1995
Fenwick High School 1985 — 1989
Mike Stumpf Mike Stumpf's Stifel Financial Corp. Experience August 2012 - Present
Job Senior Annuity Marketing Product Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2012 - Present
SunAmerica Retirement Markets July 2007 - August 2012
SunAmerica Retirement Markets June 2005 - July 2007
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Strategic Financial..., Sales, Presentations, Relationship Management, Microsoft Office, Marketing, Project Management, Training, Teaching, DDI Certified, Management, Wealth Management, Series 63, Series 6, Retirement Planning, Retirement, Mutual Funds, Investments, Insurance, Financial Services, Event Planning, Customer Service, 401k, Salesforce.com
Education
Southwest Missouri State University 1999 — 2001
Bachelor of Science, Finance
Stifel Financial Corp. August 2012 - Present
SunAmerica Retirement Markets July 2007 - August 2012
SunAmerica Retirement Markets June 2005 - July 2007
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Strategic Financial..., Sales, Presentations, Relationship Management, Microsoft Office, Marketing, Project Management, Training, Teaching, DDI Certified, Management, Wealth Management, Series 63, Series 6, Retirement Planning, Retirement, Mutual Funds, Investments, Insurance, Financial Services, Event Planning, Customer Service, 401k, Salesforce.com
Education
Southwest Missouri State University 1999 — 2001
Bachelor of Science, Finance
Robert Jarosz's Stifel Financial Corp. Experience March 2015 - Present
Job Analyst Public Finance at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Public Financial Management July 2012 - March 2015
Michigan State Ice Hockey Camp May 2007 - July 2011
Skills
Time Management, Investments, Strategic Financial..., Financial Services, 401k, Series 7, Bloomberg Terminal, Alternative Investments, Strategy
Education
Michigan State University 2006 — 2012
Bachelor of Arts (B.A.), Mathematics
Stifel Financial Corp. March 2015 - Present
Public Financial Management July 2012 - March 2015
Michigan State Ice Hockey Camp May 2007 - July 2011
Skills
Time Management, Investments, Strategic Financial..., Financial Services, 401k, Series 7, Bloomberg Terminal, Alternative Investments, Strategy
Education
Michigan State University 2006 — 2012
Bachelor of Arts (B.A.), Mathematics
Daniel Lupo Daniel Lupo's Stifel Financial Corp. Experience September 2014 - Present
Job Fixed Income Research Analyst
Industry Financial Services
Experience
Stifel Financial Corp. September 2014 - Present
KPMG US May 2014 - August 2014
Saint Leo University May 2012 - May 2014
Saint Leo University April 2012 - April 2014
Priceline.com June 2013 - August 2013
Aspetuck Valley Country Club May 2011 - August 2013
Profits and Gains February 2013 - April 2013
Methodist University October 2010 - May 2011
Skills
Microsoft Excel, Accounting, Accounts Payable, Budgets, Financial Reporting, Forecasting, PowerPoint, QuickBooks, Auditing, Leadership, Management, Public Speaking, Time Management
Education
The University of Connecticut School of Business 2014 — 2015
Master's Degree, Accounting
Saint Leo University 2011 — 2014
Bachelor's Degree, Accounting, 3.94
Methodist College 2010 — 2011
Accounting, 3.7
Notre Dame Catholic High School 2006 — 2010
3.85
Stifel Financial Corp. September 2014 - Present
KPMG US May 2014 - August 2014
Saint Leo University May 2012 - May 2014
Saint Leo University April 2012 - April 2014
Priceline.com June 2013 - August 2013
Aspetuck Valley Country Club May 2011 - August 2013
Profits and Gains February 2013 - April 2013
Methodist University October 2010 - May 2011
Skills
Microsoft Excel, Accounting, Accounts Payable, Budgets, Financial Reporting, Forecasting, PowerPoint, QuickBooks, Auditing, Leadership, Management, Public Speaking, Time Management
Education
The University of Connecticut School of Business 2014 — 2015
Master's Degree, Accounting
Saint Leo University 2011 — 2014
Bachelor's Degree, Accounting, 3.94
Methodist College 2010 — 2011
Accounting, 3.7
Notre Dame Catholic High School 2006 — 2010
3.85
Kirk Greer Kirk Greer's Stifel Financial Corp. Experience April 2013 - August 2014
Job Benefits Representative at Southern Illinois University Edwardsville
Industry Financial Services
Experience
Southern Illinois University Edwardsville September 2014 - Present
Stifel Financial Corp. April 2013 - August 2014
Wells Fargo Advisors October 2010 - March 2013
Scott Air Force Base September 2008 - May 2009
Edward Jones June 2008 - September 2008
Bi-State Development Agency/Metro January 1993 - February 2008
Skills
Human Resources, Benefits Management, Employee Benefits, Benefits Administration, Benefits Negotiation, Defined Benefit, Instructional Design, Organizational..., Training Delivery, Employee Training, Compensation & Benefit, Securities, Leave of Absence..., Project Management, Employee Relations, Union Relations, Labor Relations, 401k
Education
McKendree University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.94 GPA
United Business College
Certification, Information Processing
Southern Illinois University Edwardsville September 2014 - Present
Stifel Financial Corp. April 2013 - August 2014
Wells Fargo Advisors October 2010 - March 2013
Scott Air Force Base September 2008 - May 2009
Edward Jones June 2008 - September 2008
Bi-State Development Agency/Metro January 1993 - February 2008
Skills
Human Resources, Benefits Management, Employee Benefits, Benefits Administration, Benefits Negotiation, Defined Benefit, Instructional Design, Organizational..., Training Delivery, Employee Training, Compensation & Benefit, Securities, Leave of Absence..., Project Management, Employee Relations, Union Relations, Labor Relations, 401k
Education
McKendree University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.94 GPA
United Business College
Certification, Information Processing
Crystal Matthews Crystal Matthews's Stifel Financial Corp. Experience June 2006 - September 2009
Job Senior Financial Analyst at U.S Bank Community Development Corporation
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
U.S. Bank March 2011 - August 2015
OHL November 2009 - September 2010
Stifel Financial Corp. June 2006 - September 2009
Skills
Accounting, Account Reconciliation, Cash Management, General Ledger, Accounts Receivable, Essbase, Accruals, Financial Analysis, Financial Accounting, Variance Analysis, Fixed Assets, Journal Entries, Financial Statements, Internal Controls, Bank Reconciliation, Bookkeeping, Management
Education
McKendree University
Master of Business Administration (MBA)
McKendree University
Master of Business Administration (M.B.A.), Accounting
U.S. Bank August 2015 - Present
U.S. Bank March 2011 - August 2015
OHL November 2009 - September 2010
Stifel Financial Corp. June 2006 - September 2009
Skills
Accounting, Account Reconciliation, Cash Management, General Ledger, Accounts Receivable, Essbase, Accruals, Financial Analysis, Financial Accounting, Variance Analysis, Fixed Assets, Journal Entries, Financial Statements, Internal Controls, Bank Reconciliation, Bookkeeping, Management
Education
McKendree University
Master of Business Administration (MBA)
McKendree University
Master of Business Administration (M.B.A.), Accounting
Imran Karamat Imran Karamat's Stifel Financial Corp. Experience May 2010 - January 2011
Job Resource Fulfillment Coordinator at Core Technology Solutions
Industry Information Technology and Services
Experience
Core Technology Solutions January 2013 - Present
Core Technology Solutions August 2012 - January 2013
Modell's Sporting Goods March 2007 - August 2012
Stifel Financial Corp. May 2010 - January 2011
Skills
Project Coordination, Project Management, Managing Key Accounts, Client Liaison, Technical Recruiting, Accurate Data Entry, Customer Service, Long-term Customer..., Direct Sales, Cold Calling, Retail Sales, Sales, Account Management, Time Management, Employee Training, People Skills, Recruiting, Cashiering, Merchandising, Visual Merchandising, Sourcing, Retail Marketing, Microsoft Office, Professional..., Social Communication, Social Networking, Social Skills, Public Speaking
Education
Montclair State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Core Technology Solutions January 2013 - Present
Core Technology Solutions August 2012 - January 2013
Modell's Sporting Goods March 2007 - August 2012
Stifel Financial Corp. May 2010 - January 2011
Skills
Project Coordination, Project Management, Managing Key Accounts, Client Liaison, Technical Recruiting, Accurate Data Entry, Customer Service, Long-term Customer..., Direct Sales, Cold Calling, Retail Sales, Sales, Account Management, Time Management, Employee Training, People Skills, Recruiting, Cashiering, Merchandising, Visual Merchandising, Sourcing, Retail Marketing, Microsoft Office, Professional..., Social Communication, Social Networking, Social Skills, Public Speaking
Education
Montclair State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Philomena Kamya Ph.D Philomena Kamya Ph.D's Stifel Financial Corp. Experience June 2015 - Present
Job Associate II Equity Research, Biotechnology.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Harvard Medical School August 2011 - May 2015
Skills
Financial Modeling, DCF Valuation, NPV, Corporate Finance, Life Science Industry, Immunology, Biotechnology, Cancer Research, Diagnostic, Pharmaceutical Industry, Financial programming, Macroeconomics, Communication Skills, Flow Cytometry, Tissue Culture, Transfection, Fluorescence Microscopy, Cell Culture, Confocal Microscopy, qPCR, Cell Biology, Immunohistochemistry, RT-PCR, Microscopy, Molecular Biology
Education
Ph.D McGill University 2004 — 2011
Doctor of Philosophy (Ph.D.), Immunology, Grade Point Average: 3.98/4.0
McGill University 1995 — 2003
Bachelor's Degree, Microbiology and Immunology/Biotechnology; Minor in Psychology
Stifel Financial Corp. June 2015 - Present
Harvard Medical School August 2011 - May 2015
Skills
Financial Modeling, DCF Valuation, NPV, Corporate Finance, Life Science Industry, Immunology, Biotechnology, Cancer Research, Diagnostic, Pharmaceutical Industry, Financial programming, Macroeconomics, Communication Skills, Flow Cytometry, Tissue Culture, Transfection, Fluorescence Microscopy, Cell Culture, Confocal Microscopy, qPCR, Cell Biology, Immunohistochemistry, RT-PCR, Microscopy, Molecular Biology
Education
Ph.D McGill University 2004 — 2011
Doctor of Philosophy (Ph.D.), Immunology, Grade Point Average: 3.98/4.0
McGill University 1995 — 2003
Bachelor's Degree, Microbiology and Immunology/Biotechnology; Minor in Psychology
Elizabeth Moisan's Stifel Financial Corp. Experience September 2013 - Present
Job Senior Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
Springfield Brewing Company June 2012 - July 2013
Trailhead Brewing Company June 2009 - January 2012
Alpha Delta Pi Sorority December 2010 - December 2011
Alpha Delta Pi Sorority December 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Team Leadership, English, Windows, Social Media, Strategic Planning, Outlook, Leadership, Data Analysis
Education
Missouri State University 2012 — 2013
Master of Business Administration (MBA), 3.34
Missouri State University 2008 — 2012
Bachelor of Science (BS), Operations Management
Stifel Financial Corp. September 2013 - Present
Springfield Brewing Company June 2012 - July 2013
Trailhead Brewing Company June 2009 - January 2012
Alpha Delta Pi Sorority December 2010 - December 2011
Alpha Delta Pi Sorority December 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Team Leadership, English, Windows, Social Media, Strategic Planning, Outlook, Leadership, Data Analysis
Education
Missouri State University 2012 — 2013
Master of Business Administration (MBA), 3.34
Missouri State University 2008 — 2012
Bachelor of Science (BS), Operations Management
Nicole Richard Nicole Richard's Stifel Financial Corp. Experience January 2015 - Present
Job Public Communications Analyst Stifel at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. June 2012 - January 2015
Waylon Advertising August 2007 - February 2009
Skills
Copywriting, Social Media, Social Networking, Marketing Communications, Public Relations, Strategic Planning, Microsoft Office, SEO, Series 7, Uniform Combined State...
Education
McKendree College 2002 — 2006
B.B.A, Marketing/Management emphasis Organizational Communication
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. June 2012 - January 2015
Waylon Advertising August 2007 - February 2009
Skills
Copywriting, Social Media, Social Networking, Marketing Communications, Public Relations, Strategic Planning, Microsoft Office, SEO, Series 7, Uniform Combined State...
Education
McKendree College 2002 — 2006
B.B.A, Marketing/Management emphasis Organizational Communication
Cale Spaulding's Stifel Financial Corp. Experience February 2013 - Present
Job Vice President, Fixed Income at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. February 2013 - Present
KBW July 2012 - February 2013
Sandler O'Neill & Partners, L.P. January 2011 - June 2012
Bank Hapoalim, NY Branches June 2006 - January 2011
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Trading, Options, Funding, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Pennsylvania 2003 — 2006
Bachelor of Arts (B.A.), Economics
Middlebury College 2002 — 2003
Stifel Financial Corp. February 2013 - Present
KBW July 2012 - February 2013
Sandler O'Neill & Partners, L.P. January 2011 - June 2012
Bank Hapoalim, NY Branches June 2006 - January 2011
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Trading, Options, Funding, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Pennsylvania 2003 — 2006
Bachelor of Arts (B.A.), Economics
Middlebury College 2002 — 2003
Cairn Clark Cairn Clark's Stifel Financial Corp. Experience September 2009 - May 2012
Job Analyst Financial Analysis and Strategic Planning at TDS™
Industry Telecommunications
Experience
TDS™ August 2015 - Present
Piper Jaffray May 2014 - May 2015
University of Wisconsin Madison September 2013 - May 2014
State of Wisconsin Investment Board May 2013 - August 2013
Stifel Financial Corp. September 2009 - May 2012
UBS February 2008 - September 2009
Skills
Series 7, Series 66, Bloomberg, FactSet, Financial Modeling, Equities, Investments, Asset Management, Wealth Management, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Masters of Business Administration, Applied Security Analysis
Montana State University-Bozeman 2004 — 2009
Bachelors, Finance, Minor in Mathematics
TDS™ August 2015 - Present
Piper Jaffray May 2014 - May 2015
University of Wisconsin Madison September 2013 - May 2014
State of Wisconsin Investment Board May 2013 - August 2013
Stifel Financial Corp. September 2009 - May 2012
UBS February 2008 - September 2009
Skills
Series 7, Series 66, Bloomberg, FactSet, Financial Modeling, Equities, Investments, Asset Management, Wealth Management, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Masters of Business Administration, Applied Security Analysis
Montana State University-Bozeman 2004 — 2009
Bachelors, Finance, Minor in Mathematics
Jon McCardle's Stifel Financial Corp. Experience January 2000 - May 2001
Job Owner at Summit Financial Group of Indiana
Industry Financial Services
Experience
Summit Financial Group of Indiana October 2002 - Present
Regal RIA 2012 - 2014
Stifel Financial Corp. January 2000 - May 2001
Skills
Investments, Wealth Preservation..., Saving for Education, Investment Advisory, Closed-end Funds, ETFs, 401k Rollovers, Whole Life, Wealth Building, College Savings Plans, Roth IRA, Annuity
Education
Indiana University-Purdue University at Indianapolis 1990 — 1993
Avon HS 1986 — 1990
Summit Financial Group of Indiana October 2002 - Present
Regal RIA 2012 - 2014
Stifel Financial Corp. January 2000 - May 2001
Skills
Investments, Wealth Preservation..., Saving for Education, Investment Advisory, Closed-end Funds, ETFs, 401k Rollovers, Whole Life, Wealth Building, College Savings Plans, Roth IRA, Annuity
Education
Indiana University-Purdue University at Indianapolis 1990 — 1993
Avon HS 1986 — 1990
Les Neudorf Les Neudorf's Stifel Financial Corp. Experience July 2015 - Present
Job Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
TIAA-CREF October 2010 - July 2015
New England Securities February 2010 - October 2010
Banc of America Investment Services August 2004 - February 2010
Morgan Stanley Dean Witter October 1998 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Retirement, Investment Advisory, Fixed Annuities, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., 401k, Estate Planning, Investment Strategies, 401k Rollovers, Securities
Education
Northern Illinois University
Stifel Financial Corp. July 2015 - Present
TIAA-CREF October 2010 - July 2015
New England Securities February 2010 - October 2010
Banc of America Investment Services August 2004 - February 2010
Morgan Stanley Dean Witter October 1998 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Retirement, Investment Advisory, Fixed Annuities, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., 401k, Estate Planning, Investment Strategies, 401k Rollovers, Securities
Education
Northern Illinois University
Bill Peterson Bill Peterson's Stifel Financial Corp. Experience June 2013 - October 2014
Job Vice President, Equity Research Semiconductors at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
Stifel Financial Corp. June 2013 - October 2014
J.P. Morgan 2011 - May 2013
KLA-Tencor Corporation February 2010 - June 2011
Self - Employed November 2008 - January 2010
JSR Micro July 1997 - November 2008
Motorola January 1995 - June 1997
NEC Electronics July 1993 - December 1994
Skills
Semiconductors, Product Marketing, Strategic Planning, Financial Analysis, Product Management, Process Engineering, Business Planning, Team Leadership, Marketing Strategy, New Business Development, Solar PV, Solar Industry, LED lighting systems, Solid State Lighting, Equity Research, Sell Side, Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Competitive Analysis, Competitive Intelligence, Semiconductor Industry, Sales, Cross-functional Team..., Strategy, Mergers & Acquisitions, Start-ups, Management, Program Management, Product Development, Project Management, Strategic Partnerships, Team Management, Leadership, Finance, Venture Capital, Marketing
Education
INSEAD 2004 — 2004
IEP, International Executive Program
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Electrical Engineering
J.P. Morgan October 2014 - Present
Stifel Financial Corp. June 2013 - October 2014
J.P. Morgan 2011 - May 2013
KLA-Tencor Corporation February 2010 - June 2011
Self - Employed November 2008 - January 2010
JSR Micro July 1997 - November 2008
Motorola January 1995 - June 1997
NEC Electronics July 1993 - December 1994
Skills
Semiconductors, Product Marketing, Strategic Planning, Financial Analysis, Product Management, Process Engineering, Business Planning, Team Leadership, Marketing Strategy, New Business Development, Solar PV, Solar Industry, LED lighting systems, Solid State Lighting, Equity Research, Sell Side, Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Competitive Analysis, Competitive Intelligence, Semiconductor Industry, Sales, Cross-functional Team..., Strategy, Mergers & Acquisitions, Start-ups, Management, Program Management, Product Development, Project Management, Strategic Partnerships, Team Management, Leadership, Finance, Venture Capital, Marketing
Education
INSEAD 2004 — 2004
IEP, International Executive Program
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Electrical Engineering
Ezra Chang's Stifel Financial Corp. Experience January 2013 - August 2013
Job Investment Banking, Technology, Healthcare & Special Situations | MBA, P.Eng.
Industry Investment Banking
Experience
Stifel Financial Corp. January 2013 - August 2013
National Bank Financial July 2011 - December 2012
Wellington West Capital Markets November 2008 - July 2011
GMP Securities L.P. April 2005 - October 2008
Skills
Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Mining, Equity Valuation, Due Diligence, Investments, IPO, Financial Analysis, DCF, Equity Research, Bloomberg, Corporate Finance, Private Placements, M&A experience, Securities, Capital, Corporate Development, Financial Markets, Investment Advisory, Mergers & Acquisitions, Private Equity, Business Valuation, Investor Relations, Venture Capital, Hedge Funds, Financial Structuring, Alternative Investments, Fixed Income, LBO, Finance, Derivatives, Investment Strategies
Education
Ivey Business School at Western University 2003 — 2005
MBA, Finance
University of Toronto
Bachelor, Mechanical Engineering
Stifel Financial Corp. January 2013 - August 2013
National Bank Financial July 2011 - December 2012
Wellington West Capital Markets November 2008 - July 2011
GMP Securities L.P. April 2005 - October 2008
Skills
Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Mining, Equity Valuation, Due Diligence, Investments, IPO, Financial Analysis, DCF, Equity Research, Bloomberg, Corporate Finance, Private Placements, M&A experience, Securities, Capital, Corporate Development, Financial Markets, Investment Advisory, Mergers & Acquisitions, Private Equity, Business Valuation, Investor Relations, Venture Capital, Hedge Funds, Financial Structuring, Alternative Investments, Fixed Income, LBO, Finance, Derivatives, Investment Strategies
Education
Ivey Business School at Western University 2003 — 2005
MBA, Finance
University of Toronto
Bachelor, Mechanical Engineering
Cassandra J. Lang's Stifel Financial Corp. Experience February 2009 - March 2011
Job Social Media Engagement Manager
Industry Marketing and Advertising
Experience
Socialware January 2015 - Present
Sky Zone Franchise Group February 2013 - January 2015
Wells Fargo Advisors January 2012 - February 2013
J.A. Glynn Investments April 2011 - January 2012
Stifel Financial Corp. February 2009 - March 2011
Emmis Communications June 2008 - January 2009
Skills
Marketing, Social Media Marketing, Marketing Strategy, Project Management, Salesforce.com, Social Media, Marketing Communications, Customer Service, Lead Generation, Strategic Planning, Digital Marketing
Education
Saint Louis University 2010 — 2012
Master of Business Administration (MBA), Marketing, Social Media
McKendree University 2003 — 2008
Bachelor of Business Administration (BBA), Marketing, minor in Design
Socialware January 2015 - Present
Sky Zone Franchise Group February 2013 - January 2015
Wells Fargo Advisors January 2012 - February 2013
J.A. Glynn Investments April 2011 - January 2012
Stifel Financial Corp. February 2009 - March 2011
Emmis Communications June 2008 - January 2009
Skills
Marketing, Social Media Marketing, Marketing Strategy, Project Management, Salesforce.com, Social Media, Marketing Communications, Customer Service, Lead Generation, Strategic Planning, Digital Marketing
Education
Saint Louis University 2010 — 2012
Master of Business Administration (MBA), Marketing, Social Media
McKendree University 2003 — 2008
Bachelor of Business Administration (BBA), Marketing, minor in Design
Michael LaTempt Michael LaTempt's Stifel Financial Corp. Experience November 2004 - January 2010
Job Assistant Vice President Commercial Lending Officer at Farmer's State Bank
Industry Banking
Experience
Farmer's State Bank September 2012 - Present
US Bank February 2010 - September 2012
Stifel Financial Corp. November 2004 - January 2010
Skills
Consumer Lending, Retail Banking, Banking, Small Business Lending, Credit, Lines Of Credit, Loans, Commercial Banking, Cross Selling, Deposits, Branch Banking, Commercial Lending, Branch Management, Credit Analysis
Education
Southern Illinois University, Edwardsville 2001 — 2003
Bachelor of Science (B.S.), Business Administration
Lewis and Clark Community College 1999 — 2000
Associate of Science (A.S.), Business
Farmer's State Bank September 2012 - Present
US Bank February 2010 - September 2012
Stifel Financial Corp. November 2004 - January 2010
Skills
Consumer Lending, Retail Banking, Banking, Small Business Lending, Credit, Lines Of Credit, Loans, Commercial Banking, Cross Selling, Deposits, Branch Banking, Commercial Lending, Branch Management, Credit Analysis
Education
Southern Illinois University, Edwardsville 2001 — 2003
Bachelor of Science (B.S.), Business Administration
Lewis and Clark Community College 1999 — 2000
Associate of Science (A.S.), Business
Michelle Koch Valenti's Stifel Financial Corp. Experience April 2012 - Present
Job Corporate Accounting at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. April 2012 - Present
Raymond Management June 2008 - March 2012
Raymond Management November 2003 - June 2008
Millennium & Copthorne Hotels July 2002 - November 2003
John Q Hammons July 1998 - July 2002
Skills
Hotels, Customer Service, Budgets, Forecasting, Hospitality, Revenue Analysis, Microsoft Excel, Front Office, Accounts Payable, Food & Beverage, Hospitality Management, Sales, Hospitality Industry, Accounting, Hotel Management, Inventory Management, Microsoft Office, Team Building, Meeting Planning, Leadership
Education
Missouri State University 1998 — 2002
BA, Business Administration-Management
Missouri State University-West Plains 1996 — 1998
AA, General Studies
Stifel Financial Corp. April 2012 - Present
Raymond Management June 2008 - March 2012
Raymond Management November 2003 - June 2008
Millennium & Copthorne Hotels July 2002 - November 2003
John Q Hammons July 1998 - July 2002
Skills
Hotels, Customer Service, Budgets, Forecasting, Hospitality, Revenue Analysis, Microsoft Excel, Front Office, Accounts Payable, Food & Beverage, Hospitality Management, Sales, Hospitality Industry, Accounting, Hotel Management, Inventory Management, Microsoft Office, Team Building, Meeting Planning, Leadership
Education
Missouri State University 1998 — 2002
BA, Business Administration-Management
Missouri State University-West Plains 1996 — 1998
AA, General Studies
Claude Morris Bennett Claude Morris Bennett's Stifel Financial Corp. Experience April 1995 - February 1998
Job Carpenter Assistant at David McKinney Carpentry
Industry Financial Services
Experience
David McKinney Carpentry September 2012 - Present
N/A - Currently Self Employed 1992 - 2014
Wells Fargo August 1999 - March 2002
Ameriprise Financial Services, Inc. February 1998 - August 1999
Stifel Financial Corp. April 1995 - February 1998
Sweet Haven Inc. August 1994 - December 1995
Skills
Customer Service, Budgets, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Project Management, Team Building, Public Speaking, Government, Microsoft Word, Leadership, Operations Management, Coaching, Policy
Education
Liberty University 2009 — 2013
Bachelor's Degree, Bachelor of Science-Business: Economics, 3.1
David McKinney Carpentry September 2012 - Present
N/A - Currently Self Employed 1992 - 2014
Wells Fargo August 1999 - March 2002
Ameriprise Financial Services, Inc. February 1998 - August 1999
Stifel Financial Corp. April 1995 - February 1998
Sweet Haven Inc. August 1994 - December 1995
Skills
Customer Service, Budgets, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Project Management, Team Building, Public Speaking, Government, Microsoft Word, Leadership, Operations Management, Coaching, Policy
Education
Liberty University 2009 — 2013
Bachelor's Degree, Bachelor of Science-Business: Economics, 3.1
Anant Sitaram, CFA's Stifel Financial Corp. Experience August 2015 - Present
Job Assistant Vice President at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2015 - Present
Jefferies LLC December 2012 - May 2015
Jefferies LLC January 2010 - November 2012
Jefferies LLC January 2007 - December 2009
Skills
Investment Banking, Fixed Income, Debt Financing, Project Finance, Municipal Bonds, Renewable Energy, Electric Utility, Infrastructure, Deal Execution, Financial Modeling, Quantitative Finance, High Yield Bonds, Interest Rate..., Chartered Financial..., Series 7, Series 63, Financial Analysis, Capital Markets, Bloomberg, Due Diligence
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Science (B.S.), Economics and Mathematics, 3.83 GPA (magna cum laude)
Stifel Financial Corp. August 2015 - Present
Jefferies LLC December 2012 - May 2015
Jefferies LLC January 2010 - November 2012
Jefferies LLC January 2007 - December 2009
Skills
Investment Banking, Fixed Income, Debt Financing, Project Finance, Municipal Bonds, Renewable Energy, Electric Utility, Infrastructure, Deal Execution, Financial Modeling, Quantitative Finance, High Yield Bonds, Interest Rate..., Chartered Financial..., Series 7, Series 63, Financial Analysis, Capital Markets, Bloomberg, Due Diligence
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Science (B.S.), Economics and Mathematics, 3.83 GPA (magna cum laude)
Regan Sweeney's Stifel Financial Corp. Experience June 2015 - August 2015
Job
Industry Accounting
Experience
Stifel Financial Corp. June 2015 - August 2015
lululemon athletica November 2014 - February 2015
Sunrise Credit Service Inc June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Leadership, Customer Service, Sales, Social Media, English, Accounts Receivable, Teamwork, Public Speaking
Education
Marist College 2013 — 2017
Accounting, Accounting
Harborfields High School 2009 — 2013
Advanced Regents Diploma
Stifel Financial Corp. June 2015 - August 2015
lululemon athletica November 2014 - February 2015
Sunrise Credit Service Inc June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Leadership, Customer Service, Sales, Social Media, English, Accounts Receivable, Teamwork, Public Speaking
Education
Marist College 2013 — 2017
Accounting, Accounting
Harborfields High School 2009 — 2013
Advanced Regents Diploma
Nicole Aolin Li's Stifel Financial Corp. Experience 2012 - 2013
Job Senior Analytics Associate, Biz Dev/Finance, Amazon Music at Amazon
Industry Internet
Experience
Amazon 2014 - Present
GE Capital 2013 - 2014
Stifel Financial Corp. 2012 - 2013
Baron Capital January 2011 - January 2011
JPMorgan Chase / WaMu 2008 - 2010
Bear Stearns May 2007 - August 2007
Research Experiences for Undergraduates (REU) May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Investments, SAS, Equities, Segmentation, Equity Valuation, Data Mining, Predictive Modeling, Marketing Analytics, Fundamental Research, Risk Analysis, Greater China, Technology, Mobile Internet, Data Analytics, SQL, Matlab, A/B testing, Customer Analtyics, Response Modeling, Campaign Performance..., Response Analysis, Customer Segmentation..., Salesforce.com, B2C Marketing, Regression Models
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Master, Finance
University of California, Berkeley 2005 — 2008
B.A, Applied Mathematics
Amazon 2014 - Present
GE Capital 2013 - 2014
Stifel Financial Corp. 2012 - 2013
Baron Capital January 2011 - January 2011
JPMorgan Chase / WaMu 2008 - 2010
Bear Stearns May 2007 - August 2007
Research Experiences for Undergraduates (REU) May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Investments, SAS, Equities, Segmentation, Equity Valuation, Data Mining, Predictive Modeling, Marketing Analytics, Fundamental Research, Risk Analysis, Greater China, Technology, Mobile Internet, Data Analytics, SQL, Matlab, A/B testing, Customer Analtyics, Response Modeling, Campaign Performance..., Response Analysis, Customer Segmentation..., Salesforce.com, B2C Marketing, Regression Models
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Master, Finance
University of California, Berkeley 2005 — 2008
B.A, Applied Mathematics
Bethany Griffin Bethany Griffin's Stifel Financial Corp. Experience July 2012 - January 2013
Job Time Manager at GXVdgDXG
Industry Motion Pictures and Film
Experience
SF Film A/S Time ManagerGXVdgDXGMarch 2014 - Present
AT&T February 2013 - June 2013
Stifel Financial Corp. July 2012 - January 2013
A.T. Kearney January 2012 - April 2012
Skills
Quality Assurance, Qualitative Research, Quality Management, QuickBooks, Quality System, Quality Control, Quantitative Research, HP Quality Center, Software Quality..., Legal Writing, Web Services, Grant Writing, Web Development, Writing, Creative Writing, Event Management, Event Planning, English, Microsoft Excel, Entrepreneurship
Education
ITT Technical Institute-Omaha
SF Film A/S Time ManagerGXVdgDXGMarch 2014 - Present
AT&T February 2013 - June 2013
Stifel Financial Corp. July 2012 - January 2013
A.T. Kearney January 2012 - April 2012
Skills
Quality Assurance, Qualitative Research, Quality Management, QuickBooks, Quality System, Quality Control, Quantitative Research, HP Quality Center, Software Quality..., Legal Writing, Web Services, Grant Writing, Web Development, Writing, Creative Writing, Event Management, Event Planning, English, Microsoft Excel, Entrepreneurship
Education
ITT Technical Institute-Omaha
Charles Munro Charles Munro's Stifel Financial Corp. Experience January 2011 - Present
Job First Vice President/Investments Stifel at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2011 - Present
Lake Forest Graduate School of Management September 1997 - Present
E.F. Hutton January 1976 - October 1998
Education
Northwestern University- Kellogg 1973 — 1975
Master of Business Administration (M.B.A.), Finance
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
University of Florida
Stifel Financial Corp. January 2011 - Present
Lake Forest Graduate School of Management September 1997 - Present
E.F. Hutton January 1976 - October 1998
Education
Northwestern University- Kellogg 1973 — 1975
Master of Business Administration (M.B.A.), Finance
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
University of Florida
Morgan Williams, MA's Stifel Financial Corp. Experience September 2014 - Present
Job Benefits Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2014 - Present
Magellan Health May 2014 - August 2014
Ameren October 2011 - August 2013
Ameren June 2011 - August 2011
Ameren May 2007 - August 2010
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint, Customer Service, New Hire Orientations, Diversity, Employee Benefits, Microsoft Word, Management, Event Planning, Human Resources, Training, Interviews, Leadership, Public Speaking
Education
Webster University 2014 — 2015
Master of Arts (M.A.), Human Resources Development
Webster University 2012 — 2013
Masters of Arts, Management and Leadership
Jackson State University 2007 — 2011
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Stifel Financial Corp. September 2014 - Present
Magellan Health May 2014 - August 2014
Ameren October 2011 - August 2013
Ameren June 2011 - August 2011
Ameren May 2007 - August 2010
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint, Customer Service, New Hire Orientations, Diversity, Employee Benefits, Microsoft Word, Management, Event Planning, Human Resources, Training, Interviews, Leadership, Public Speaking
Education
Webster University 2014 — 2015
Master of Arts (M.A.), Human Resources Development
Webster University 2012 — 2013
Masters of Arts, Management and Leadership
Jackson State University 2007 — 2011
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Noah Sugarman Noah Sugarman's Stifel Financial Corp. Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - August 2015
BVFR & Associates, LLC February 2015 - April 2015
Camden Partners May 2014 - December 2014
Agora Financial April 2013 - April 2014
Wallstreetoasis.com June 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Strategy, Financial Analysis, Capital IQ, Private Equity, Corporate Finance, Competitive Analysis, Bloomberg, FX trading, Blogging, SEO, Sales, Investment Banking, Valuation, Finance, Investments, Social Media
Education
University of Baltimore 2012 — 2016
Bachelor's Degree, Finance
Loyola College in Maryland 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Rio americano
Finance and Financial Management Services
Stifel Financial Corp. June 2015 - August 2015
BVFR & Associates, LLC February 2015 - April 2015
Camden Partners May 2014 - December 2014
Agora Financial April 2013 - April 2014
Wallstreetoasis.com June 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Strategy, Financial Analysis, Capital IQ, Private Equity, Corporate Finance, Competitive Analysis, Bloomberg, FX trading, Blogging, SEO, Sales, Investment Banking, Valuation, Finance, Investments, Social Media
Education
University of Baltimore 2012 — 2016
Bachelor's Degree, Finance
Loyola College in Maryland 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Rio americano
Finance and Financial Management Services
Edward Klug's Stifel Financial Corp. Experience September 1998 - July 2010
Job Private Wealth Advisor at Edward Klug Investments LLC
Industry Financial Services
Experience
Edward Klug Investments Investacorp October 2014 - Present
SII Investments July 2010 - October 2014
Stifel Financial Corp. September 1998 - July 2010
Robert W. Baird & Co. November 1990 - September 1998
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Series 63, Retirement Planning, Securities, Asset Allocation, Fixed Annuities, Retirement, Uniform Combined State..., FINRA
Education
Wharton Business School
SIA Institute Of Finance, Year one of 3 year certificate
Lakeland College
BA, Marketing Busines Admin Econ Minor
Edward Klug Investments Investacorp October 2014 - Present
SII Investments July 2010 - October 2014
Stifel Financial Corp. September 1998 - July 2010
Robert W. Baird & Co. November 1990 - September 1998
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Series 63, Retirement Planning, Securities, Asset Allocation, Fixed Annuities, Retirement, Uniform Combined State..., FINRA
Education
Wharton Business School
SIA Institute Of Finance, Year one of 3 year certificate
Lakeland College
BA, Marketing Busines Admin Econ Minor
Duff Kovacs's Stifel Financial Corp. Experience December 2003 - August 2005
Job Retail Merchant Entrepreneur
Industry Retail
Experience
Once Upon A Child Etobicoke, Plato's Closet Mississauga July 2013 - Present
I-NVEST LLC June 2010 - January 2013
KBC Securities June 2007 - June 2010
Clarus Securities August 2005 - January 2007
Stifel Financial Corp. December 2003 - August 2005
Education
CFA Institute 2004 — 2006
CFA
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Finance
Queen's University 1991 — 1996
BSc, Mechanical Engineering
Once Upon A Child Etobicoke, Plato's Closet Mississauga July 2013 - Present
I-NVEST LLC June 2010 - January 2013
KBC Securities June 2007 - June 2010
Clarus Securities August 2005 - January 2007
Stifel Financial Corp. December 2003 - August 2005
Education
CFA Institute 2004 — 2006
CFA
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Finance
Queen's University 1991 — 1996
BSc, Mechanical Engineering
Brian Klos Brian Klos's Stifel Financial Corp. Experience
Job Alternative Investment Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.
Education
University of Missouri-Saint Louis 2012 — 2015
Master's degree, Accounting
Marquette University 1998 — 2002
Bachelor's degree, Finance, General
Stifel Financial Corp.
Education
University of Missouri-Saint Louis 2012 — 2015
Master's degree, Accounting
Marquette University 1998 — 2002
Bachelor's degree, Finance, General
Zachary Lavin Zachary Lavin's Stifel Financial Corp. Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
AEM 2241: Corporate Finance August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
MetLife May 2014 - August 2014
Skills
Microsoft Excel, Regression Analysis, Statistical Data..., Creative Writing, Microsoft Word, Microsoft Office, PowerPoint, Statistical Reporting, Research, Economic Data Analysis, Persuasive Writing, Public Speaking, Critical Thinking, Marketing, Data Analysis
Education
Cornell University 2013 — 2016
Bachelor of Science (BS), Industrial and Labor Relations; Minor in Business
Lehigh University 2012 — 2013
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Tenafly High School 2008 — 2012
AEM 2241: Corporate Finance August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
MetLife May 2014 - August 2014
Skills
Microsoft Excel, Regression Analysis, Statistical Data..., Creative Writing, Microsoft Word, Microsoft Office, PowerPoint, Statistical Reporting, Research, Economic Data Analysis, Persuasive Writing, Public Speaking, Critical Thinking, Marketing, Data Analysis
Education
Cornell University 2013 — 2016
Bachelor of Science (BS), Industrial and Labor Relations; Minor in Business
Lehigh University 2012 — 2013
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Tenafly High School 2008 — 2012
Dan Carr, CRC's Stifel Financial Corp. Experience May 2011 - May 2012
Job Managing Director at Education Planning Resources Indiana
Industry Financial Services
Experience
Education Planning Resources Indiana February 2014 - Present
Healthy and Fit Insurance Agency April 2013 - Present
Carr Financial Investments and Insurance May 2012 - Present
Stifel Financial Corp. May 2011 - May 2012
Protective Life September 2009 - February 2011
Protective Life September 2007 - August 2009
Skills
College Funding..., Fixed Annuities, Life Insurance, Retirement Planning, Financial Services, Insurance, Estate Planning, College Education..., Education Savings Plans, Wealth Management..., Investment Planning, Estate Planning..., Variable Annuities, Life Insurance..., Asset Protection, Asset Allocation, Stocks, Mutual Funds, Bonds, Wealth Management..., 401k, Roth IRA, 401(k) Rollovers, Traditional IRA, Insurance Reviews, Irrevocable Life..., 529 Plans, Series 7, Series 63, Series 6, Trust Reviews, Health Insurance, Medicare, Investments, Retirement
Education
Indiana University Kokomo 2002 — 2003
Bachelors, Science and Math
Indiana University-Purdue University at Indianapolis 1998 — 2000
Science and Math
Indiana University Bloomington 1996 — 1998
Science and Math
Education Planning Resources Indiana February 2014 - Present
Healthy and Fit Insurance Agency April 2013 - Present
Carr Financial Investments and Insurance May 2012 - Present
Stifel Financial Corp. May 2011 - May 2012
Protective Life September 2009 - February 2011
Protective Life September 2007 - August 2009
Skills
College Funding..., Fixed Annuities, Life Insurance, Retirement Planning, Financial Services, Insurance, Estate Planning, College Education..., Education Savings Plans, Wealth Management..., Investment Planning, Estate Planning..., Variable Annuities, Life Insurance..., Asset Protection, Asset Allocation, Stocks, Mutual Funds, Bonds, Wealth Management..., 401k, Roth IRA, 401(k) Rollovers, Traditional IRA, Insurance Reviews, Irrevocable Life..., 529 Plans, Series 7, Series 63, Series 6, Trust Reviews, Health Insurance, Medicare, Investments, Retirement
Education
Indiana University Kokomo 2002 — 2003
Bachelors, Science and Math
Indiana University-Purdue University at Indianapolis 1998 — 2000
Science and Math
Indiana University Bloomington 1996 — 1998
Science and Math
Jon Jefferies's Stifel Financial Corp. Experience October 2012 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2012 - Present
Education
James Madison University 2001 — 2005
Stifel Financial Corp. October 2012 - Present
Education
James Madison University 2001 — 2005
J. Luke Meador's Stifel Financial Corp. Experience April 2015 - Present
Job Stifel Client Services
Industry Financial Services
Experience
University of Louisville Athletics August 2015 - Present
Stifel Financial Corp. April 2015 - Present
Purdue University September 2012 - March 2015
Boiler Diving Academy September 2012 - March 2015
Indiana University School of Medicine August 2010 - August 2013
Indy Area Diving May 2012 - September 2012
Skills
Cell Culture, Fluorescence Microscopy, Molecular Biology, Molecular Cloning, PCR, Cell Biology, Dartfish, Coaching, Website Creation, Event Planning, Event Management, Athletic Recruiting, Research, Public Speaking, Biochemistry, Microsoft Office
Education
Indiana University School of Medicine 2010 — 2013
Bachelor's degree, Biochemistry
Indiana University-Southeast 2005 — 2010
Bachelor of Science (BS), Biochemistry
Indiana University-Southeast 2005 — 2009
Bachelor of Arts (B.A.), Business and Chemistry
University of Louisville Athletics August 2015 - Present
Stifel Financial Corp. April 2015 - Present
Purdue University September 2012 - March 2015
Boiler Diving Academy September 2012 - March 2015
Indiana University School of Medicine August 2010 - August 2013
Indy Area Diving May 2012 - September 2012
Skills
Cell Culture, Fluorescence Microscopy, Molecular Biology, Molecular Cloning, PCR, Cell Biology, Dartfish, Coaching, Website Creation, Event Planning, Event Management, Athletic Recruiting, Research, Public Speaking, Biochemistry, Microsoft Office
Education
Indiana University School of Medicine 2010 — 2013
Bachelor's degree, Biochemistry
Indiana University-Southeast 2005 — 2010
Bachelor of Science (BS), Biochemistry
Indiana University-Southeast 2005 — 2009
Bachelor of Arts (B.A.), Business and Chemistry
Julie Bonifacio Julie Bonifacio's Stifel Financial Corp. Experience December 2007 - October 2008
Job Client Support Analyst
Industry Oil & Energy
Experience
Schneider Electric, Energy & Sustainability Services March 2015 - Present
Brady Corporation August 2014 - February 2015
Schneider Electric Professional Services Division July 2013 - July 2014
CargoWise March 2012 - July 2013
DSC Logistics October 2011 - March 2012
Canon USA July 2010 - October 2011
Canon USA March 2009 - July 2010
Canon USA October 2008 - March 2009
Stifel Financial Corp. December 2007 - October 2008
Skills
Logistics, Supply Chain Management, Process Improvement, CRM, ERP, Supply Chain, Customer Service, Transportation, Account Management, Operations Management
Education
Molloy College 2004 — 2008
Bachelor of Science (BS), Business Management, 3.8
West Hempstead High School 2000 — 2004
Schneider Electric, Energy & Sustainability Services March 2015 - Present
Brady Corporation August 2014 - February 2015
Schneider Electric Professional Services Division July 2013 - July 2014
CargoWise March 2012 - July 2013
DSC Logistics October 2011 - March 2012
Canon USA July 2010 - October 2011
Canon USA March 2009 - July 2010
Canon USA October 2008 - March 2009
Stifel Financial Corp. December 2007 - October 2008
Skills
Logistics, Supply Chain Management, Process Improvement, CRM, ERP, Supply Chain, Customer Service, Transportation, Account Management, Operations Management
Education
Molloy College 2004 — 2008
Bachelor of Science (BS), Business Management, 3.8
West Hempstead High School 2000 — 2004
Lisa Lauder Lisa Lauder's Stifel Financial Corp. Experience March 2009 - Present
Job Admin to Branch Manager Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2009 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training
Education
Mt. Hood Community College
Associate's degree, General Studies
Stifel Financial Corp. March 2009 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training
Education
Mt. Hood Community College
Associate's degree, General Studies
Diane Nikeshin Diane Nikeshin's Stifel Financial Corp. Experience May 2007 - March 2014
Job Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
Stifel Financial Corp. May 2007 - March 2014
Merrill Lynch June 2001 - May 2006
Education
Mount Saint Mary College 1999 — 2001
Master's degree
Mount Saint Mary College 1995 — 1999
Burke Catholic High School 1991 — 1995
Raymond James March 2014 - Present
Stifel Financial Corp. May 2007 - March 2014
Merrill Lynch June 2001 - May 2006
Education
Mount Saint Mary College 1999 — 2001
Master's degree
Mount Saint Mary College 1995 — 1999
Burke Catholic High School 1991 — 1995
Susan Ellis Susan Ellis's Stifel Financial Corp. Experience October 2014 - January 2015
Job Consultant/Senior Controller
Industry Venture Capital & Private Equity
Experience
Self-employed 2001 - Present
Stifel Financial Corp. October 2014 - January 2015
Greenough Consulting Group (GCG) 2004 - 2013
Swander Pace Capital 1997 - 2001
Newtek Ventures 1993 - 1997
NORCAL Mutual Insurance Company 1990 - 1993
Fireman's Fund Insurance Company 1986 - 1990
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Analysis, Accounting, Financial Reporting, Financial Accounting, Investment Portfolio, Human Resources, Forensic Analysis, Planning Budgeting &..., Fund Accounting, Tax Preparation, Consulting, Strategic Planning, US GAAP reporting, SBA, Finance, Financial Analysis
Education
State University of New York at Buffalo 1981 — 1984
Bachelor's Degree, Business Administration - Concentration: Financial Analysis, Cum Laude
London Metropolitan University 1983 — 1983
Liberal Arts Coursework
ACSHS 1975 — 1978
Self-employed 2001 - Present
Stifel Financial Corp. October 2014 - January 2015
Greenough Consulting Group (GCG) 2004 - 2013
Swander Pace Capital 1997 - 2001
Newtek Ventures 1993 - 1997
NORCAL Mutual Insurance Company 1990 - 1993
Fireman's Fund Insurance Company 1986 - 1990
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Analysis, Accounting, Financial Reporting, Financial Accounting, Investment Portfolio, Human Resources, Forensic Analysis, Planning Budgeting &..., Fund Accounting, Tax Preparation, Consulting, Strategic Planning, US GAAP reporting, SBA, Finance, Financial Analysis
Education
State University of New York at Buffalo 1981 — 1984
Bachelor's Degree, Business Administration - Concentration: Financial Analysis, Cum Laude
London Metropolitan University 1983 — 1983
Liberal Arts Coursework
ACSHS 1975 — 1978
Joe Dickman Joe Dickman's Stifel Financial Corp. Experience January 2011 - May 2011
Job Senior Transfer Pricing Consultant at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors February 2012 - Present
Norman Backues and Associates, Inc. May 2011 - February 2012
Stifel Financial Corp. January 2011 - May 2011
Northwestern Mutual 2008 - 2010
Skills
Tax, Financial Reporting, Accounting, Corporate Tax, Financial Analysis, Auditing, Transfer Pricing, Financial Accounting, Internal Controls, GAAP, Income Tax, Business Valuation
Education
McKendree University 2005 — 2011
Master of Business Administration (MBA), Economics/Finance/Business Management
Highland High School
BKD CPAs & Advisors February 2012 - Present
Norman Backues and Associates, Inc. May 2011 - February 2012
Stifel Financial Corp. January 2011 - May 2011
Northwestern Mutual 2008 - 2010
Skills
Tax, Financial Reporting, Accounting, Corporate Tax, Financial Analysis, Auditing, Transfer Pricing, Financial Accounting, Internal Controls, GAAP, Income Tax, Business Valuation
Education
McKendree University 2005 — 2011
Master of Business Administration (MBA), Economics/Finance/Business Management
Highland High School
Kory Griffin Kory Griffin's Stifel Financial Corp. Experience June 2013 - Present
Job Public Finance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Education
Loyola Marymount University 2009 — 2013
Bachelor, Business Administration; Finance and Business Law
Loyola High School 2005 — 2009
High School Diploma
Stifel Financial Corp. June 2013 - Present
Education
Loyola Marymount University 2009 — 2013
Bachelor, Business Administration; Finance and Business Law
Loyola High School 2005 — 2009
High School Diploma
Chelsea Hahn's Stifel Financial Corp. Experience January 2015 - Present
Job Operations Coordinator
Industry Executive Office
Experience
Stifel Financial Corp. January 2015 - Present
Santa Barbara Exclusive Rentals March 2014 - August 2014
Berkshire Hathaway HomeServices California Properties September 2013 - April 2014
The Savoy August 2012 - January 2014
Asher Real Estate and Appraisal January 2010 - 2013
Sweet Paper Lane 2012 - 2012
Wynn Las Vegas 2012 - 2012
Skills
Marketing, Promotions, Sales, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Hospitality Industry, Invoicing, Social Media, Social Networking, Networking, Microsoft Office, Organization, Customer Experience, Customer Satisfaction, Customer Retention, Management, Public Speaking, Social Media Marketing, Facebook, Event Planning, Leadership
Education
University of La Verne
Business Administration and Management, General
Moorpark College 2008 — 2013
Business Administration and Management, General
Stifel Financial Corp. January 2015 - Present
Santa Barbara Exclusive Rentals March 2014 - August 2014
Berkshire Hathaway HomeServices California Properties September 2013 - April 2014
The Savoy August 2012 - January 2014
Asher Real Estate and Appraisal January 2010 - 2013
Sweet Paper Lane 2012 - 2012
Wynn Las Vegas 2012 - 2012
Skills
Marketing, Promotions, Sales, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Hospitality Industry, Invoicing, Social Media, Social Networking, Networking, Microsoft Office, Organization, Customer Experience, Customer Satisfaction, Customer Retention, Management, Public Speaking, Social Media Marketing, Facebook, Event Planning, Leadership
Education
University of La Verne
Business Administration and Management, General
Moorpark College 2008 — 2013
Business Administration and Management, General
Ron Adkison's Stifel Financial Corp. Experience October 2014 - Present
Job Financial Planning Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Stifel Financial Corp. February 2012 - October 2014
Metro 2010 - 2011
Skills
Finance, Customer Service, Economics, Series 7, Market Research, Analytics, Leadership, Series 66, Financial Planning
Education
Missouri State University 2007 — 2011
Bachelor's Degree, Economics
Stifel Financial Corp. October 2014 - Present
Stifel Financial Corp. February 2012 - October 2014
Metro 2010 - 2011
Skills
Finance, Customer Service, Economics, Series 7, Market Research, Analytics, Leadership, Series 66, Financial Planning
Education
Missouri State University 2007 — 2011
Bachelor's Degree, Economics
Rebecca Esrock Rebecca Esrock's Stifel Financial Corp. Experience January 2014 - Present
Job Public Finance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2014 - Present
Stifel Nicolaus September 2011 - December 2011
Moog Center for Deaf Education 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, DBC, SDC Platinum, Bloomberg, Series 63, Series 52
Education
Lake Forest College 2009 — 2013
Bachelor of Arts (BA), Economics/International Relations
Whitfield School 2005 — 2009
Stifel Financial Corp. January 2014 - Present
Stifel Nicolaus September 2011 - December 2011
Moog Center for Deaf Education 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, DBC, SDC Platinum, Bloomberg, Series 63, Series 52
Education
Lake Forest College 2009 — 2013
Bachelor of Arts (BA), Economics/International Relations
Whitfield School 2005 — 2009
Mark Steller's Stifel Financial Corp. Experience August 2015 - Present
Job Development Team Lead at Stifel Financial Corp.
Industry Internet
Experience
Stifel Financial Corp. August 2015 - Present
Scottrade® Advisor Services June 2014 - August 2015
Modular Process Control March 2012 - June 2014
Applied Logic, Inc. October 2009 - March 2012
Maritz, Inc March 2007 - September 2009
Ajilon, Inc September 2006 - February 2007
Distribution Control Systems Inc March 2005 - September 2006
KPG, INC August 2004 - March 2005
Great-West Healthcare May 1999 - August 2004
General America Life Insurance July 1998 - April 1999
Skills
C#, .NET, Java, Windows, WCF, JavaScript, ASP.NET, Web Services, XML, C++, SQL, jQuery, Visual Studio, Microsoft SQL Server, TFS, ASP, IIS, HTML, Visual Basic, T-SQL, SSIS, SSRS, VB.NET
Education
Webster UniversitySt 2002 — 2003
a BS, Computer Science
Jefferson College
AS, Computer Science
Jefferson College 1987 — 1994
Associates, Computer Science
Stifel Financial Corp. August 2015 - Present
Scottrade® Advisor Services June 2014 - August 2015
Modular Process Control March 2012 - June 2014
Applied Logic, Inc. October 2009 - March 2012
Maritz, Inc March 2007 - September 2009
Ajilon, Inc September 2006 - February 2007
Distribution Control Systems Inc March 2005 - September 2006
KPG, INC August 2004 - March 2005
Great-West Healthcare May 1999 - August 2004
General America Life Insurance July 1998 - April 1999
Skills
C#, .NET, Java, Windows, WCF, JavaScript, ASP.NET, Web Services, XML, C++, SQL, jQuery, Visual Studio, Microsoft SQL Server, TFS, ASP, IIS, HTML, Visual Basic, T-SQL, SSIS, SSRS, VB.NET
Education
Webster UniversitySt 2002 — 2003
a BS, Computer Science
Jefferson College
AS, Computer Science
Jefferson College 1987 — 1994
Associates, Computer Science
David Kantor's Stifel Financial Corp. Experience August 2013 - Present
Job Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2013 - Present
The Stanwich School September 2012 - June 2013
The Stanwich School September 2008 - June 2013
Pathways, Inc January 2008 - August 2008
Creative Artists Agency September 2006 - December 2007
Skills
Musician, Teaching, Research, Community Outreach, Microsoft Office, Music, Public Speaking, Tutoring, Editing, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint
Education
Manhattanville College 2008 — 2010
Master's degree, Education
The George Washington University 2002 — 2006
Bachelor's degree, Psychology
Stifel Financial Corp. August 2013 - Present
The Stanwich School September 2012 - June 2013
The Stanwich School September 2008 - June 2013
Pathways, Inc January 2008 - August 2008
Creative Artists Agency September 2006 - December 2007
Skills
Musician, Teaching, Research, Community Outreach, Microsoft Office, Music, Public Speaking, Tutoring, Editing, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint
Education
Manhattanville College 2008 — 2010
Master's degree, Education
The George Washington University 2002 — 2006
Bachelor's degree, Psychology
Andrew Iftode Andrew Iftode's Stifel Financial Corp. Experience June 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
Lehigh University Investment Office June 2011 - May 2012
Skills
Financial Modeling, Valuation, Due Diligence, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Business and Economics
Morgan Stanley June 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
Lehigh University Investment Office June 2011 - May 2012
Skills
Financial Modeling, Valuation, Due Diligence, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Business and Economics
Alan Vergel de Dios's Stifel Financial Corp. Experience July 2013 - July 2015
Job Associate at Boathouse Capital
Industry Venture Capital & Private Equity
Experience
Boathouse Capital August 2015 - Present
Stifel Financial Corp. July 2013 - July 2015
Desautels Capital Management August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Asset Managment, M&A analysis, Corporate Finance, Investment Banking
Education
McGill University 2009 — 2013
Bachelor of Commerce, Finance: Honors Investment Management
Boathouse Capital August 2015 - Present
Stifel Financial Corp. July 2013 - July 2015
Desautels Capital Management August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Asset Managment, M&A analysis, Corporate Finance, Investment Banking
Education
McGill University 2009 — 2013
Bachelor of Commerce, Finance: Honors Investment Management
Tyler Zaborsky Tyler Zaborsky's Stifel Financial Corp. Experience April 2011 - Present
Job Institutional Sales, Fixed Income Capital Markets Division at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Financial Corp. April 2011 - Present
BatteryZone, Inc. September 2010 - April 2011
Darryl Wine Bar 2007 - 2009
Xerxes Trading, LLC. May 2008 - September 2008
Sushi Lounge 2005 - 2007
Skills
Series 7, Series 66, Bloomberg, Fixed Income, Sales, Economics, Market Research, Capital Markets
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelors, Economics
Johnson & Wales University 2002 — 2004
Associates, Culinary Arts
Stifel Financial Corp. April 2011 - Present
BatteryZone, Inc. September 2010 - April 2011
Darryl Wine Bar 2007 - 2009
Xerxes Trading, LLC. May 2008 - September 2008
Sushi Lounge 2005 - 2007
Skills
Series 7, Series 66, Bloomberg, Fixed Income, Sales, Economics, Market Research, Capital Markets
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelors, Economics
Johnson & Wales University 2002 — 2004
Associates, Culinary Arts
Nick DiStefano Nick DiStefano's Stifel Financial Corp. Experience June 2011 - Present
Job Operations Fixed Income Trading at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2011 - Present
Stifel Financial Corp. May 2009 - June 2011
Bommarito Auto Group August 2005 - August 2008
Skills
Microsoft Office, Bloomberg, Financial Markets, Trading Systems, Project Management, Client Relations Skills, Event Planning, Health, Brand Loyalty
Education
Missouri State University 2007 — 2011
Bachelor of Science (BS), Administrative Management
Vianney High School 2004 — 2007
Stifel Financial Corp. June 2011 - Present
Stifel Financial Corp. May 2009 - June 2011
Bommarito Auto Group August 2005 - August 2008
Skills
Microsoft Office, Bloomberg, Financial Markets, Trading Systems, Project Management, Client Relations Skills, Event Planning, Health, Brand Loyalty
Education
Missouri State University 2007 — 2011
Bachelor of Science (BS), Administrative Management
Vianney High School 2004 — 2007
Jeffrey Southard Jeffrey Southard's Stifel Financial Corp. Experience May 2013 - Present
Job Institutional Equity Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. May 2013 - Present
TD November 2012 - May 2013
Janssen Pharmaceuticals January 2012 - July 2012
Acme Markets June 2007 - January 2012
Skills
Finance, Microsoft Excel, Sales, Series 7, Series 63, Networking, Activator, Command, Competitive
Education
La Salle University 2009 — 2013
Bachelor of Science (BS), Finance and Marketing, Graduate
Stifel Financial Corp. May 2013 - Present
TD November 2012 - May 2013
Janssen Pharmaceuticals January 2012 - July 2012
Acme Markets June 2007 - January 2012
Skills
Finance, Microsoft Excel, Sales, Series 7, Series 63, Networking, Activator, Command, Competitive
Education
La Salle University 2009 — 2013
Bachelor of Science (BS), Finance and Marketing, Graduate
Stacey Richardson Stacey Richardson's Stifel Financial Corp. Experience August 2014 - Present
Job ETF Specialist II at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. June 2012 - August 2014
Stifel Financial Corp. March 2010 - June 2012
Ameren June 2009 - August 2009
Skills
Series 7, Uniform Combined State...
Education
Missouri State University 2006 — 2009
Bachelor of Science Degree, Finance
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. June 2012 - August 2014
Stifel Financial Corp. March 2010 - June 2012
Ameren June 2009 - August 2009
Skills
Series 7, Uniform Combined State...
Education
Missouri State University 2006 — 2009
Bachelor of Science Degree, Finance
Tamilla Simpson Tamilla Simpson's Stifel Financial Corp. Experience April 2011 - December 2011
Job Sales Coordinator for Juice Plus
Industry Health, Wellness and Fitness
Experience
Northwestern Mutual January 2012 - September 2012
Stifel Financial Corp. April 2011 - December 2011
Wells Fargo Bank December 2010 - April 2011
Charles Schwab April 1999 - September 2010
Enterprise Rent-A-Car January 1997 - March 1999
Walmart January 1994 - June 1996
Nest Family Entertainment May 1992 - September 1993
Liberty University January 1990 - December 1992
Skills
Series 7, Series 63, Personal Finance, Customer Service, Notary Public
Education
Liberty University 1989 — 1993
B.S/, Telecommunications, 3.4
Northwestern Mutual January 2012 - September 2012
Stifel Financial Corp. April 2011 - December 2011
Wells Fargo Bank December 2010 - April 2011
Charles Schwab April 1999 - September 2010
Enterprise Rent-A-Car January 1997 - March 1999
Walmart January 1994 - June 1996
Nest Family Entertainment May 1992 - September 1993
Liberty University January 1990 - December 1992
Skills
Series 7, Series 63, Personal Finance, Customer Service, Notary Public
Education
Liberty University 1989 — 1993
B.S/, Telecommunications, 3.4
Thomas Wood Thomas Wood's Stifel Financial Corp. Experience June 2015 - September 2015
Job Data Governance, Enterprise Architect Financial Services Technology Development Professional
Industry Information Technology and Services
Experience
Stifel Financial Corp. June 2015 - September 2015
Interactive Data July 2013 - April 2015
Apollo Global Management LLC April 2012 - December 2013
Deutsche Bank July 2007 - March 2012
Credit Suisse June 2006 - June 2007
Credit Suisse January 1997 - June 2006
JP Morgan October 1995 - January 1997
IBM 1989 - 1991
AT&T (UNIX Technical Support) 1988 - 1989
(ICL) Fujitsu UK and Ireland 1982 - 1988
Skills
Enterprise Architecture, Cloud Computing, Integration, Data Governance, IT Governance, SOA, IT Strategy, Enterprise Software, SDLC, Service Delivery, Unix, Big Data Analytics, Project Management, Architecture, ITIL, Management, Business Intelligence, SOA Governance, IT Management, Data Center, Vendor Management, Solution Architecture, Architectures, Agile Methodologies, Software Development, Project Portfolio..., Scrum, SharePoint, Strategy, ESB, Business Analysis, TCP/IP, System Deployment, SaaS, Leadership, Agile, Governance, Software Project..., Program Management, Change Management, Data, Data Mining, Data Modeling, Big Data
Education
Keele University, Stoke-on-Trent, England
Bachelor's Degree
Stifel Financial Corp. June 2015 - September 2015
Interactive Data July 2013 - April 2015
Apollo Global Management LLC April 2012 - December 2013
Deutsche Bank July 2007 - March 2012
Credit Suisse June 2006 - June 2007
Credit Suisse January 1997 - June 2006
JP Morgan October 1995 - January 1997
IBM 1989 - 1991
AT&T (UNIX Technical Support) 1988 - 1989
(ICL) Fujitsu UK and Ireland 1982 - 1988
Skills
Enterprise Architecture, Cloud Computing, Integration, Data Governance, IT Governance, SOA, IT Strategy, Enterprise Software, SDLC, Service Delivery, Unix, Big Data Analytics, Project Management, Architecture, ITIL, Management, Business Intelligence, SOA Governance, IT Management, Data Center, Vendor Management, Solution Architecture, Architectures, Agile Methodologies, Software Development, Project Portfolio..., Scrum, SharePoint, Strategy, ESB, Business Analysis, TCP/IP, System Deployment, SaaS, Leadership, Agile, Governance, Software Project..., Program Management, Change Management, Data, Data Mining, Data Modeling, Big Data
Education
Keele University, Stoke-on-Trent, England
Bachelor's Degree
Molly Wells's Stifel Financial Corp. Experience August 2014 - Present
Job AntiMoney Laundering Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
BMO Harris Bank March 2014 - August 2014
BMO Harris Bank June 2012 - October 2013
BMO Harris Bank March 2012 - June 2012
BMO Harris Bank (f/k/a M&I Bank) August 2010 - March 2012
Skills
Banking, Bank Secrecy Act, Branch Banking, Anti Money Laundering, Retail Banking, AML, Regulations, OFAC, Deposits, Mutual Funds, USA PATRIOT Act, Sanction, KYC, Series 7, Series 66
Education
Marquette University 2008 — 2010
BA, Political Science
Stifel Financial Corp. August 2014 - Present
BMO Harris Bank March 2014 - August 2014
BMO Harris Bank June 2012 - October 2013
BMO Harris Bank March 2012 - June 2012
BMO Harris Bank (f/k/a M&I Bank) August 2010 - March 2012
Skills
Banking, Bank Secrecy Act, Branch Banking, Anti Money Laundering, Retail Banking, AML, Regulations, OFAC, Deposits, Mutual Funds, USA PATRIOT Act, Sanction, KYC, Series 7, Series 66
Education
Marquette University 2008 — 2010
BA, Political Science
Scott Esposito's Stifel Financial Corp. Experience May 2014 - Present
Job IT Professional
Industry Information Technology and Services
Experience
Stifel Financial Corp. May 2014 - Present
Stifel Nicolaus April 2011 - Present
Scott Esposito Consulting Group, LLC October 2008 - Present
Neuberger Berman September 2009 - April 2011
Barr Laboratories October 2007 - March 2009
Barr Laboratories, Inc. October 2007 - April 2008
Innovative Technology Solutions November 2004 - October 2007
Castlerock Risk March 2000 - November 2004
Mariner Management Group, Inc. 2000 - 2000
Skills
Data Center, Networking, Servers, VBScript, Altiris, Raritan, Aperture, Cabling, Software, Hardware
Education
Metropolitan Technical Institute 1999 — 2000
Network Administration
Lock Haven University of Pennsylvania 1996 — 1998
Computer Science
Stifel Financial Corp. May 2014 - Present
Stifel Nicolaus April 2011 - Present
Scott Esposito Consulting Group, LLC October 2008 - Present
Neuberger Berman September 2009 - April 2011
Barr Laboratories October 2007 - March 2009
Barr Laboratories, Inc. October 2007 - April 2008
Innovative Technology Solutions November 2004 - October 2007
Castlerock Risk March 2000 - November 2004
Mariner Management Group, Inc. 2000 - 2000
Skills
Data Center, Networking, Servers, VBScript, Altiris, Raritan, Aperture, Cabling, Software, Hardware
Education
Metropolitan Technical Institute 1999 — 2000
Network Administration
Lock Haven University of Pennsylvania 1996 — 1998
Computer Science
John McNamara, CFA's Stifel Financial Corp. Experience February 2013 - Present
Job Vice President, Investment Banking at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. February 2013 - Present
Stifel Financial Corp. August 2009 - January 2013
Stifel Financial Corp. August 2008 - July 2009
Stifel Financial Corp. August 2006 - July 2008
Skills
Valuation, Financial Modeling, Investment Banking, Equities, LBO, Private Placements, Investments, Private Equity, Capital IQ, Capital Markets, Corporate Finance
Education
Loyola University Maryland 2002 — 2006
Bachelors of Business Administration, Finance
Stifel Financial Corp. February 2013 - Present
Stifel Financial Corp. August 2009 - January 2013
Stifel Financial Corp. August 2008 - July 2009
Stifel Financial Corp. August 2006 - July 2008
Skills
Valuation, Financial Modeling, Investment Banking, Equities, LBO, Private Placements, Investments, Private Equity, Capital IQ, Capital Markets, Corporate Finance
Education
Loyola University Maryland 2002 — 2006
Bachelors of Business Administration, Finance
Douglas David Rubenstein's Stifel Financial Corp. Experience December 2007 - June 2012
Job Senior Vice President and Director of Capital Markets and Business Strategy
Industry Financial Services
Experience
Benjamin F. Edwards & Co. June 2012 - Present
Stifel Financial Corp. December 2007 - June 2012
A.G. Edwards 1982 - 2007
Skills
Series 24, Series 7, Series 63, Bonds, Investments, Investment Advisory, Equities, Asset Allocation, Strategic Planning, Microsoft Office, Retirement Planning, Mutual Funds, Asset Managment, Wealth Management, Project Management, Strategic Financial..., Process Improvement, Customer Service, Insurance, Private Equity, Real Estate, Valuation, Investment Banking, Capital Markets, Financial Services, Financial Modeling, Investor Relations, M&A analysis, Mergers & Acquisitions, Corporate Finance, Fixed Income, Banking, Debt & Equity Capital..., Structured Finance, Financial Structuring, Financial Strategy, Bloomberg, Asset Management, Securities, Strategy, Team Leadership, Philanthropy, Executive Management, Business Development, Budgeting, Management Consulting, Business Analysis
Education
Washington University in St. Louis - Olin Business School 1986 — 1989
Master of Business Administration (MBA), Finance, General
Lake Forest College 1981 — 1985
BA, Economics
Benjamin F. Edwards & Co. June 2012 - Present
Stifel Financial Corp. December 2007 - June 2012
A.G. Edwards 1982 - 2007
Skills
Series 24, Series 7, Series 63, Bonds, Investments, Investment Advisory, Equities, Asset Allocation, Strategic Planning, Microsoft Office, Retirement Planning, Mutual Funds, Asset Managment, Wealth Management, Project Management, Strategic Financial..., Process Improvement, Customer Service, Insurance, Private Equity, Real Estate, Valuation, Investment Banking, Capital Markets, Financial Services, Financial Modeling, Investor Relations, M&A analysis, Mergers & Acquisitions, Corporate Finance, Fixed Income, Banking, Debt & Equity Capital..., Structured Finance, Financial Structuring, Financial Strategy, Bloomberg, Asset Management, Securities, Strategy, Team Leadership, Philanthropy, Executive Management, Business Development, Budgeting, Management Consulting, Business Analysis
Education
Washington University in St. Louis - Olin Business School 1986 — 1989
Master of Business Administration (MBA), Finance, General
Lake Forest College 1981 — 1985
BA, Economics
Stacy Sullivan's Stifel Financial Corp. Experience September 2014 - Present
Job Senior Control Room Analyst/Institutional Compliance Group at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. September 2014 - Present
Janney Montgomery Scott January 2011 - September 2014
Global Capital Management, Inc. May 2006 - December 2010
NASD March 2004 - May 2006
Cambridge Associates January 2001 - December 2002
Education
James Madison University 1996 — 2000
Stifel Financial Corp. September 2014 - Present
Janney Montgomery Scott January 2011 - September 2014
Global Capital Management, Inc. May 2006 - December 2010
NASD March 2004 - May 2006
Cambridge Associates January 2001 - December 2002
Education
James Madison University 1996 — 2000
Ryan Friley, CPA's Stifel Financial Corp. Experience August 2014 - Present
Job Internal Audit Manager Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Magellan Health Services April 2010 - July 2014
Magellan Health Services April 2007 - May 2010
Skills
Internal Controls, Internal Audit, Financial Reporting, Audit, SOX, Payroll, General Ledger, Excel, Accounting, Auditing, Sarbanes-Oxley Act, Managerial Finance, Sarbanes-Oxley, CPA, Financial Analysis, Finance, Forecasting, Enterprise Risk..., Financial Modeling, Process Improvement, Variance Analysis, Fixed Assets, GAAP, Microsoft Excel
Education
Lincoln University (MO) 1992 — 1994
BS Accounting, Accounting
University of Missouri-Columbia 1990 — 1992
Accounting
Stifel Financial Corp. August 2014 - Present
Magellan Health Services April 2010 - July 2014
Magellan Health Services April 2007 - May 2010
Skills
Internal Controls, Internal Audit, Financial Reporting, Audit, SOX, Payroll, General Ledger, Excel, Accounting, Auditing, Sarbanes-Oxley Act, Managerial Finance, Sarbanes-Oxley, CPA, Financial Analysis, Finance, Forecasting, Enterprise Risk..., Financial Modeling, Process Improvement, Variance Analysis, Fixed Assets, GAAP, Microsoft Excel
Education
Lincoln University (MO) 1992 — 1994
BS Accounting, Accounting
University of Missouri-Columbia 1990 — 1992
Accounting
Brian Walger's Stifel Financial Corp. Experience May 2009 - June 2010
Job Director Corporate Bond Trading Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2011 - Present
Bank of America June 2010 - July 2011
Stifel Financial Corp. May 2009 - June 2010
Wells Fargo Advisors 2003 - May 2009
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Bonds, Portfolio Management, Credit, Securities, Investments, Equities, Capital Markets, Trading, Options, Wealth Management, Asset Managment
Education
James Madison University 1993 — 1997
Bachelor of Arts (BA)
Wells Fargo Securities August 2011 - Present
Bank of America June 2010 - July 2011
Stifel Financial Corp. May 2009 - June 2010
Wells Fargo Advisors 2003 - May 2009
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Bonds, Portfolio Management, Credit, Securities, Investments, Equities, Capital Markets, Trading, Options, Wealth Management, Asset Managment
Education
James Madison University 1993 — 1997
Bachelor of Arts (BA)
Matthew Kitrel's Stifel Financial Corp. Experience August 2014 - Present
Job Network Engineer II at Stifel Financial Corp.
Industry Information Technology and Services
Experience
Stifel Financial Corp. August 2014 - Present
Nordyne April 2012 - April 2014
Nordyne November 2002 - April 2012
Nordyne October 2000 - November 2002
Security Shred LLC January 2000 - September 2000
Da-Com January 1999 - December 1999
Danka Office Imaging June 1996 - December 1998
Skills
Cisco Routing &..., Citrix, Microsoft Exchange, Citrix Metaframe, Cisco Technologies, VMware, VPN, Troubleshooting, Servers, Active Directory, Windows Server, Network Administration, Wireless Networking, Cisco Wireless, Cisco Routers, Disaster Recovery, Technical Support, DNS, System Administration, Firewalls, Networking, Routers, Virtualization, SharePoint, Network Security, Network Design, Cisco IOS, Motorola Hardware, Printers, Print Management, Printer Fleet Management, Operating Systems, VoIP, Canon, Symbol, Software Installation, VDI, Security, Hardware, Windows 7, WAN, VMware ESX, Data Center, Konica, XP, Dell PowerEdge Servers, Visio
Education
Maryville University of Saint Louis
Bachelor's Degree, Marketing/Marketing Management, General
Stifel Financial Corp. August 2014 - Present
Nordyne April 2012 - April 2014
Nordyne November 2002 - April 2012
Nordyne October 2000 - November 2002
Security Shred LLC January 2000 - September 2000
Da-Com January 1999 - December 1999
Danka Office Imaging June 1996 - December 1998
Skills
Cisco Routing &..., Citrix, Microsoft Exchange, Citrix Metaframe, Cisco Technologies, VMware, VPN, Troubleshooting, Servers, Active Directory, Windows Server, Network Administration, Wireless Networking, Cisco Wireless, Cisco Routers, Disaster Recovery, Technical Support, DNS, System Administration, Firewalls, Networking, Routers, Virtualization, SharePoint, Network Security, Network Design, Cisco IOS, Motorola Hardware, Printers, Print Management, Printer Fleet Management, Operating Systems, VoIP, Canon, Symbol, Software Installation, VDI, Security, Hardware, Windows 7, WAN, VMware ESX, Data Center, Konica, XP, Dell PowerEdge Servers, Visio
Education
Maryville University of Saint Louis
Bachelor's Degree, Marketing/Marketing Management, General
Peter Bennitt, CFA's Stifel Financial Corp. Experience June 2009 - Present
Job Debt Capital Markets, Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. June 2009 - Present
RBC Capital Markets February 2009 - June 2009
Callidus Capital Management November 2001 - October 2008
JP Morgan August 1998 - September 2001
Aerotech Inc. August 1994 - July 1996
Skills
Capital Markets, Securitization, Leveraged Finance, Risk Management, Credit Analysis, Finance, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Derivatives, Bloomberg, Series 7, Asset Managment, Corporate Finance, Loan Origination
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Accounting
Lehigh University 1989 — 1994
BS, BA, Mechanical Engineering, Economics
Stifel Financial Corp. June 2009 - Present
RBC Capital Markets February 2009 - June 2009
Callidus Capital Management November 2001 - October 2008
JP Morgan August 1998 - September 2001
Aerotech Inc. August 1994 - July 1996
Skills
Capital Markets, Securitization, Leveraged Finance, Risk Management, Credit Analysis, Finance, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Derivatives, Bloomberg, Series 7, Asset Managment, Corporate Finance, Loan Origination
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Accounting
Lehigh University 1989 — 1994
BS, BA, Mechanical Engineering, Economics
Brett Tevens's Stifel Financial Corp. Experience July 2010 - Present
Job CRM Specialist at Stifel Financial Corp.
Industry Investment Management
Experience
Stifel Financial Corp. July 2010 - Present
Hunterview LLC October 2008 - July 2010
Education
Loyola University Maryland 2004 — 2008
BBA, Finance
Stifel Financial Corp. July 2010 - Present
Hunterview LLC October 2008 - July 2010
Education
Loyola University Maryland 2004 — 2008
BBA, Finance
Collins Kinder's Stifel Financial Corp. Experience October 1985 - October 1996
Job Vice President at Huntleigh Securities
Industry Investment Management
Experience
Huntleigh Securities October 1996 - Present
Stifel Financial Corp. October 1985 - October 1996
Skills
Investments, Securities, Financial Analysis, Portfolio Management, Equity Research Analysis, Fixed Income Analysis, Technical Analysis Of..., Chartist, Stock Research, Stock Picking, Market Neutral, Hedging, Basketball Referee, Guitarist, Musicians, Music Industry, Strategic Financial..., Convertible Bonds
Education
Missouri State University 1977 — 1981
Bachelor of Science (BS), Marketing, and a Minor in Humanities (Religious Studies)
Huntleigh Securities October 1996 - Present
Stifel Financial Corp. October 1985 - October 1996
Skills
Investments, Securities, Financial Analysis, Portfolio Management, Equity Research Analysis, Fixed Income Analysis, Technical Analysis Of..., Chartist, Stock Research, Stock Picking, Market Neutral, Hedging, Basketball Referee, Guitarist, Musicians, Music Industry, Strategic Financial..., Convertible Bonds
Education
Missouri State University 1977 — 1981
Bachelor of Science (BS), Marketing, and a Minor in Humanities (Religious Studies)
David Coyne's Stifel Financial Corp. Experience December 2013 - Present
Job Vice President
Industry Investment Banking
Experience
Stifel Financial Corp. December 2013 - Present
Hanceville Nursing and Rehabilitation April 2003 - Present
CITY OF LEEDS May 2009 - December 2013
COYNE AND COMPANY LLC February 2008 - March 2011
OLIVE ST CAFÉ, INC May 2005 - February 2009
Skills
Project Management, Purchasing, Budgets, Microsoft Excel, Strategic Planning, Accounting, Microsoft Word, Customer Service, Financial Reporting, PowerPoint, Leadership, Forecasting, Business Planning, Business Analysis, Social Media, Negotiation, IT Strategy, IT Service Management, IT Outsourcing, Management Consulting, Mergers & Acquisitions, Auditing
Education
University of Alabama at Birmingham 2013 — 2015
Master of Business Administration (MBA)
Samford University 1999 — 2003
Bachelors, Accounting
French Culinary Institute 2003 — 2004
Culinary Arts, Culinary
Stifel Financial Corp. December 2013 - Present
Hanceville Nursing and Rehabilitation April 2003 - Present
CITY OF LEEDS May 2009 - December 2013
COYNE AND COMPANY LLC February 2008 - March 2011
OLIVE ST CAFÉ, INC May 2005 - February 2009
Skills
Project Management, Purchasing, Budgets, Microsoft Excel, Strategic Planning, Accounting, Microsoft Word, Customer Service, Financial Reporting, PowerPoint, Leadership, Forecasting, Business Planning, Business Analysis, Social Media, Negotiation, IT Strategy, IT Service Management, IT Outsourcing, Management Consulting, Mergers & Acquisitions, Auditing
Education
University of Alabama at Birmingham 2013 — 2015
Master of Business Administration (MBA)
Samford University 1999 — 2003
Bachelors, Accounting
French Culinary Institute 2003 — 2004
Culinary Arts, Culinary
Bruce Hawk's Stifel Financial Corp. Experience 1987 - 1988
Job President
Industry Printing
Experience
Phoenix Print Services March 1991 - Present
Stifel Financial Corp. 1987 - 1988
Skills
Digital Printing, Offset Printing, Direct Mail, Variable Data Printing, Wide Format Printing, Print Management, Print On Demand, Pre-press, Bindery, New Business Development, Sales Management, Labels, Customer Service, Account Management, Graphic Design
Education
Maryville University of Saint Louis
Phoenix Print Services March 1991 - Present
Stifel Financial Corp. 1987 - 1988
Skills
Digital Printing, Offset Printing, Direct Mail, Variable Data Printing, Wide Format Printing, Print Management, Print On Demand, Pre-press, Bindery, New Business Development, Sales Management, Labels, Customer Service, Account Management, Graphic Design
Education
Maryville University of Saint Louis
Tom Shrader's Stifel Financial Corp. Experience June 2014 - Present
Job Equity Research at Stifel Nicolaus
Industry Biotechnology
Experience
Stifel Financial Corp. June 2014 - Present
Yale University May 2009 - May 2014
BMO Capital Markets 2002 - 2008
Oscar Gruss & Son 2000 - 2001
Albert Einstein College of Medicine 1997 - 2000
Albert Einstein College of Medicine 1992 - 1996
Skills
Biotechnology, Management, Lifesciences, Venture Capital, Strategy
Education
Massachusetts Institute of Technology 1991 — 1992
Helen Hay Whitney Postdoctoral Fellow
Yale University 1985 — 1990
PhD, Molecular Biophysics and Biochemistry
University of Virginia 1982 — 1984
Suspended Animation
The Johns Hopkins University 1978 — 1981
BS, Biophysics
Stifel Financial Corp. June 2014 - Present
Yale University May 2009 - May 2014
BMO Capital Markets 2002 - 2008
Oscar Gruss & Son 2000 - 2001
Albert Einstein College of Medicine 1997 - 2000
Albert Einstein College of Medicine 1992 - 1996
Skills
Biotechnology, Management, Lifesciences, Venture Capital, Strategy
Education
Massachusetts Institute of Technology 1991 — 1992
Helen Hay Whitney Postdoctoral Fellow
Yale University 1985 — 1990
PhD, Molecular Biophysics and Biochemistry
University of Virginia 1982 — 1984
Suspended Animation
The Johns Hopkins University 1978 — 1981
BS, Biophysics
Tammy Raftery's Stifel Financial Corp. Experience February 2014 - Present
Job Business Process Analyst
Industry Financial Services
Experience
Stifel Financial Corp. February 2014 - Present
KForce Contractor at Wells Fargo Advisors November 2012 - February 2014
Advantage Capital Partners June 1999 - November 2012
Clean The Uniform Co. May 1997 - May 1999
Shipping Utilities May 1995 - May 1997
Skills
Microsoft Excel, Visio, Outlook, Microsoft Word, Microsoft Exchange, Desktop Publishing, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Access, SQL, SharePoint Services 3.0, Active Directory, Windows Server, InDesign, Windows, Management, Networking, Project Management, Training, Data Analysis
Education
Missouri State University 1988 — 1992
BSW, Social Work
Stifel Financial Corp. February 2014 - Present
KForce Contractor at Wells Fargo Advisors November 2012 - February 2014
Advantage Capital Partners June 1999 - November 2012
Clean The Uniform Co. May 1997 - May 1999
Shipping Utilities May 1995 - May 1997
Skills
Microsoft Excel, Visio, Outlook, Microsoft Word, Microsoft Exchange, Desktop Publishing, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Access, SQL, SharePoint Services 3.0, Active Directory, Windows Server, InDesign, Windows, Management, Networking, Project Management, Training, Data Analysis
Education
Missouri State University 1988 — 1992
BSW, Social Work
Steven Townsend's Stifel Financial Corp. Experience February 2013 - July 2014
Job Lead Financial Analyst at H&R Block
Industry Financial Services
Experience
H&R Block September 2014 - Present
Stifel Financial Corp. February 2013 - July 2014
Keefe, Bruyette & Woods June 2009 - February 2013
Skills
Financial Modeling, Fixed Income, Bloomberg, Investment Banking, Investments, Analytics, Analysis, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Series 7, Series 63, Community Banks, Agency MBS, PowerPoint, Capital Markets, Financial Services, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Finance, Hedge Funds, Financial Institutions, Securities
Education
Kansas State University 2005 — 2009
Bachelor of Science (B.S.), Finance, Accounting
H&R Block September 2014 - Present
Stifel Financial Corp. February 2013 - July 2014
Keefe, Bruyette & Woods June 2009 - February 2013
Skills
Financial Modeling, Fixed Income, Bloomberg, Investment Banking, Investments, Analytics, Analysis, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Series 7, Series 63, Community Banks, Agency MBS, PowerPoint, Capital Markets, Financial Services, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Finance, Hedge Funds, Financial Institutions, Securities
Education
Kansas State University 2005 — 2009
Bachelor of Science (B.S.), Finance, Accounting
Kaitlyn Winn's Stifel Financial Corp. Experience June 2012 - Present
Job Client Service Associate
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
North Park Press August 2010 - May 2011
the Writing Center August 2008 - May 2011
Skills
Editing, Event Planning, Social Media, Technical Writing, Leadership, PowerPoint, Microsoft Office, Nonprofits, Microsoft Word, Teaching, Research
Education
North Park University 2007 — 2011
Early Childhood Education, French
Kearney High School 2004 — 2007
Stifel Financial Corp. June 2012 - Present
North Park Press August 2010 - May 2011
the Writing Center August 2008 - May 2011
Skills
Editing, Event Planning, Social Media, Technical Writing, Leadership, PowerPoint, Microsoft Office, Nonprofits, Microsoft Word, Teaching, Research
Education
North Park University 2007 — 2011
Early Childhood Education, French
Kearney High School 2004 — 2007
Jason Dorshow's Stifel Financial Corp. Experience September 2011 - Present
Job Institutional Regulatory Officer, Investment Banking at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Financial Corp. September 2011 - Present
Earth Analytic Inc November 2008 - August 2011
Credo Capital Management LLC December 2006 - October 2008
Legg Mason January 2004 - January 2006
Legg Mason January 2000 - January 2004
Legg Mason January 1998 - January 2000
Education
Loyola University Maryland 2007 — 2010
MBA, Finance
University of Vermont 1993 — 1997
BA, Political Science
Stifel Financial Corp. September 2011 - Present
Earth Analytic Inc November 2008 - August 2011
Credo Capital Management LLC December 2006 - October 2008
Legg Mason January 2004 - January 2006
Legg Mason January 2000 - January 2004
Legg Mason January 1998 - January 2000
Education
Loyola University Maryland 2007 — 2010
MBA, Finance
University of Vermont 1993 — 1997
BA, Political Science
Ashley Nettles's Stifel Financial Corp. Experience February 2013 - Present
Job Registered Client Service Associate at Stifel Financial Corp.
Industry Retail
Experience
Stifel Financial Corp. February 2013 - Present
Victoria's Secret April 2012 - March 2013
Images on the Wildside September 2010 - May 2012
Victoria's Secret October 2006 - March 2012
Hastings Entertainment June 2005 - May 2008
Gap Inc. April 2006 - October 2006
Skills
Visual Merchandising, Loss Prevention, Merchandising, Store Management, Store Operations, Window Displays, Retail Sales, Associate Development, Retail, Driving Results, Merchandise Planning, Fashion, Apparel, Cashiering, Styling, Shrinkage, Trend, Inventory Management, Trend Analysis, Customer Service, Microsoft Office, Sales, Social Media
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of English, English Language and Literature, General
Montana State University-Bozeman 2005 — 2012
Bachelor of Media and Theatre Arts, Photography
Stifel Financial Corp. February 2013 - Present
Victoria's Secret April 2012 - March 2013
Images on the Wildside September 2010 - May 2012
Victoria's Secret October 2006 - March 2012
Hastings Entertainment June 2005 - May 2008
Gap Inc. April 2006 - October 2006
Skills
Visual Merchandising, Loss Prevention, Merchandising, Store Management, Store Operations, Window Displays, Retail Sales, Associate Development, Retail, Driving Results, Merchandise Planning, Fashion, Apparel, Cashiering, Styling, Shrinkage, Trend, Inventory Management, Trend Analysis, Customer Service, Microsoft Office, Sales, Social Media
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of English, English Language and Literature, General
Montana State University-Bozeman 2005 — 2012
Bachelor of Media and Theatre Arts, Photography
RYAN SCHLERETH, MBA's Stifel Financial Corp. Experience February 2013 - Present
Job Processor 2– Institutional Broker Cashiering at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. February 2013 - Present
Stifel Financial Corp. August 2012 - February 2013
1st Financial Federal Credit Union September 2003 - August 2012
Schnucks June 1997 - August 2003
Skills
Customer Service, Analysis, Audit Reports, Loans, Banking, Insurance, Investments, Microsoft Office, Credit, Strategic Planning, Cash Management, Small Business Lending, Relationship Management, Financial Analysis, Finance
Education
Lindenwood University 2004 — 2007
Master in Business Administration Degree, Finance
University of Central Missouri 2001 — 2003
Bachelor of Science in Business Administration Degree, Marketing
St. Charles Community College 1997 — 2000
Associates Degree, General Studies
Stifel Financial Corp. February 2013 - Present
Stifel Financial Corp. August 2012 - February 2013
1st Financial Federal Credit Union September 2003 - August 2012
Schnucks June 1997 - August 2003
Skills
Customer Service, Analysis, Audit Reports, Loans, Banking, Insurance, Investments, Microsoft Office, Credit, Strategic Planning, Cash Management, Small Business Lending, Relationship Management, Financial Analysis, Finance
Education
Lindenwood University 2004 — 2007
Master in Business Administration Degree, Finance
University of Central Missouri 2001 — 2003
Bachelor of Science in Business Administration Degree, Marketing
St. Charles Community College 1997 — 2000
Associates Degree, General Studies
Jacob Sher's Stifel Financial Corp. Experience August 2012 - Present
Job Compliance Surveillance Analyst
Industry Financial Services
Experience
Stifel Financial Corp. August 2012 - Present
LPL Financial January 2008 - August 2012
Verizon Business September 2007 - January 2008
Skills
Financial Services, Finance, Series 63, Asset Allocation, Wealth Management, Retirement Planning, Asset Management, Investments, Series 7, Securities, Equities, Investment Advisory, Financial Advisory, Portfolio Management, Trading, FINRA, Microsoft Excel
Education
Missouri State University 2003 — 2007
BA, Finance
Professional Licenses
Series 7, 63, 9/10
Stifel Financial Corp. August 2012 - Present
LPL Financial January 2008 - August 2012
Verizon Business September 2007 - January 2008
Skills
Financial Services, Finance, Series 63, Asset Allocation, Wealth Management, Retirement Planning, Asset Management, Investments, Series 7, Securities, Equities, Investment Advisory, Financial Advisory, Portfolio Management, Trading, FINRA, Microsoft Excel
Education
Missouri State University 2003 — 2007
BA, Finance
Professional Licenses
Series 7, 63, 9/10
Alison Holloway's Stifel Financial Corp. Experience January 2011 - September 2012
Job Audit Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie September 2012 - Present
Stifel Financial Corp. January 2011 - September 2012
Stephen Ministries June 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Accounting, Budgets, Financial Reporting, Auditing, Financial Analysis, Internal Audit, QuickBooks, Leadership, Financial Accounting, Access
Education
McKendree College 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Business/Management
Quincy University 2007 — 2008
BDO USA, LLP June 2015 - Present
Stone Carlie September 2012 - Present
Stifel Financial Corp. January 2011 - September 2012
Stephen Ministries June 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Accounting, Budgets, Financial Reporting, Auditing, Financial Analysis, Internal Audit, QuickBooks, Leadership, Financial Accounting, Access
Education
McKendree College 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Business/Management
Quincy University 2007 — 2008
Christopher J Janssen's Stifel Financial Corp. Experience April 2014 - September 2014
Job Employee Engagement and Talent Management Advisor
Industry Computer Software
Experience
Cornerstone OnDemand March 2015 - Present
Clif Bar & Company January 2014 - Present
FIVE THOT January 2015 - February 2015
Cloud4Wi September 2014 - December 2014
Stifel Financial Corp. April 2014 - September 2014
Advisor January 2014 - April 2014
University of the Pacific Athletic Department January 2013 - June 2013
University of the Pacific Athletic Department (Stockton Ports Baseball Club) September 2012 - May 2013
Pacific Coast Softball Conference February 2012 - May 2012
University of the Pacific Recreation Department August 2011 - May 2012
Skills
Talent Management, Employee Engagement, Employee Learning &..., Performance Management, Millennials, Retention Strategies, Recruiting, Onboarding, Marketing, Sports Marketing, Sports Management, Sports, Sales, Customer Service, Time Management, Management, PowerPoint, Event Management, Interpersonal..., Facebook, Event Planning, Fundraising, Coaching, Entrepreneurship, Social Media, Strategic Sales..., Nonprofits, Lead Generation, Microsoft Office, Ticket Sales, Cold Calling, Public Speaking, Sales Presentations, Interpersonal..., New Business Development, Business Relationship..., Direct Sales
Education
University of the Pacific
Master of Science (M.S.), Sport Management
University of the Pacific
Bachelor of Science (B.S.), Sport Management
De La Salle
Landmark Education
Cornerstone OnDemand March 2015 - Present
Clif Bar & Company January 2014 - Present
FIVE THOT January 2015 - February 2015
Cloud4Wi September 2014 - December 2014
Stifel Financial Corp. April 2014 - September 2014
Advisor January 2014 - April 2014
University of the Pacific Athletic Department January 2013 - June 2013
University of the Pacific Athletic Department (Stockton Ports Baseball Club) September 2012 - May 2013
Pacific Coast Softball Conference February 2012 - May 2012
University of the Pacific Recreation Department August 2011 - May 2012
Skills
Talent Management, Employee Engagement, Employee Learning &..., Performance Management, Millennials, Retention Strategies, Recruiting, Onboarding, Marketing, Sports Marketing, Sports Management, Sports, Sales, Customer Service, Time Management, Management, PowerPoint, Event Management, Interpersonal..., Facebook, Event Planning, Fundraising, Coaching, Entrepreneurship, Social Media, Strategic Sales..., Nonprofits, Lead Generation, Microsoft Office, Ticket Sales, Cold Calling, Public Speaking, Sales Presentations, Interpersonal..., New Business Development, Business Relationship..., Direct Sales
Education
University of the Pacific
Master of Science (M.S.), Sport Management
University of the Pacific
Bachelor of Science (B.S.), Sport Management
De La Salle
Landmark Education
Jonathan Abbey's Stifel Financial Corp. Experience October 2013 - Present
Job Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2013 - Present
Deutsche Bank August 2012 - September 2013
St. Luke's Hospital January 2012 - May 2012
Thompson International Portfolio January 2012 - May 2012
Deutsche Bank June 2011 - August 2011
Maseco Private Wealth United Kingdom February 2011 - April 2011
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Reporting, Equity Research
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance
Fairfield Warde High School 2004 — 2008
Stifel Financial Corp. October 2013 - Present
Deutsche Bank August 2012 - September 2013
St. Luke's Hospital January 2012 - May 2012
Thompson International Portfolio January 2012 - May 2012
Deutsche Bank June 2011 - August 2011
Maseco Private Wealth United Kingdom February 2011 - April 2011
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Reporting, Equity Research
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance
Fairfield Warde High School 2004 — 2008
James Boytano's Stifel Financial Corp. Experience June 2013 - Present
Job Fixed Income Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
US Bank February 2012 - June 2013
NW Financial Group July 2009 - February 2012
Ernst & Young, LLP June 2008 - August 2008
Skills
Financial Analysis, Public Finance, Series 7, Banking, Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Bloomberg, Finance, Series 63, Trading, Asset Management, Equities, Valuation, Securities, Derivatives
Education
Loyola University Maryland 2005 — 2009
BBA, Finance
Stifel Financial Corp. June 2013 - Present
US Bank February 2012 - June 2013
NW Financial Group July 2009 - February 2012
Ernst & Young, LLP June 2008 - August 2008
Skills
Financial Analysis, Public Finance, Series 7, Banking, Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Bloomberg, Finance, Series 63, Trading, Asset Management, Equities, Valuation, Securities, Derivatives
Education
Loyola University Maryland 2005 — 2009
BBA, Finance
Kathleen Shields's Stifel Financial Corp. Experience July 2014 - Present
Job Compliance Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Griffin, Coogan, Blose & Sulzer, P.C. September 2007 - November 2013
Skills
Litigation, Legal Research, Commercial Litigation, Real Estate Development, Tax, Legal Assistance, Commercial Real Estate
Education
Pace University School of Law 2004 — 2007
J.D.
Loyola University Chicago 2000 — 2004
Finance, Economics
Stifel Financial Corp. July 2014 - Present
Griffin, Coogan, Blose & Sulzer, P.C. September 2007 - November 2013
Skills
Litigation, Legal Research, Commercial Litigation, Real Estate Development, Tax, Legal Assistance, Commercial Real Estate
Education
Pace University School of Law 2004 — 2007
J.D.
Loyola University Chicago 2000 — 2004
Finance, Economics
Robert Makowski's Stifel Financial Corp. Experience August 2013 - October 2014
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Stifel Financial Corp. August 2013 - October 2014
Stifel Nicolaus January 2009 - August 2013
Northwestern Mutual May 2007 - October 2008
Education
Missouri State University 2004 — 2008
Bachelor’s Degree, Finance
Wells Fargo Advisors October 2014 - Present
Stifel Financial Corp. August 2013 - October 2014
Stifel Nicolaus January 2009 - August 2013
Northwestern Mutual May 2007 - October 2008
Education
Missouri State University 2004 — 2008
Bachelor’s Degree, Finance
Aaron Tomlin's Stifel Financial Corp. Experience April 2013 - Present
Job Sr. Portfolio Analyst at Stifel Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
ProCourse Fiduciary Advisors, LLC June 2012 - April 2013
Stifel Financial Corp. June 2011 - June 2012
Stifel Nicolaus November 2010 - May 2011
Skills
Series 7, Mutual Funds, Equities, Asset Allocation, Fixed Income, Investments, Securities, Portfolio Management, Retirement Planning, Financial Modeling, Asset Management, Capital Markets, Financial Analysis, Retirement
Education
Indiana Wesleyan University 2007 — 2010
Bachelor of Science (BS), Finance, General
Stifel Financial Corp. April 2013 - Present
ProCourse Fiduciary Advisors, LLC June 2012 - April 2013
Stifel Financial Corp. June 2011 - June 2012
Stifel Nicolaus November 2010 - May 2011
Skills
Series 7, Mutual Funds, Equities, Asset Allocation, Fixed Income, Investments, Securities, Portfolio Management, Retirement Planning, Financial Modeling, Asset Management, Capital Markets, Financial Analysis, Retirement
Education
Indiana Wesleyan University 2007 — 2010
Bachelor of Science (BS), Finance, General
Josh Riegelhaupt's Stifel Financial Corp. Experience July 2012 - June 2014
Job Healthcare Analyst at Baron Funds
Industry Biotechnology
Experience
Baron Funds July 2014 - Present
Stifel Financial Corp. July 2012 - June 2014
Oppenheimer & Co. May 2011 - June 2012
Affirmed Healthcare October 2009 - October 2010
Skills
Lifesciences, Biotechnology, Venture Capital, Science, Hedge Funds, Healthcare, Equity Research, Due Diligence, Financial Modeling, Life Sciences, Medical Devices, Investments, Valuation, Pharmaceutical Industry, Mergers & Acquisitions, Financial Analysis
Education
Rockefeller University 2005 — 2010
PhD, Cardiovascular Disease & Metabolism
Massachusetts Institute of Technology 2000 — 2004
B.S., Biology
Baron Funds July 2014 - Present
Stifel Financial Corp. July 2012 - June 2014
Oppenheimer & Co. May 2011 - June 2012
Affirmed Healthcare October 2009 - October 2010
Skills
Lifesciences, Biotechnology, Venture Capital, Science, Hedge Funds, Healthcare, Equity Research, Due Diligence, Financial Modeling, Life Sciences, Medical Devices, Investments, Valuation, Pharmaceutical Industry, Mergers & Acquisitions, Financial Analysis
Education
Rockefeller University 2005 — 2010
PhD, Cardiovascular Disease & Metabolism
Massachusetts Institute of Technology 2000 — 2004
B.S., Biology
Nicholas Masciotra's Stifel Financial Corp. Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Liberty University August 2012 - Present
Stifel Financial Corp. June 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Liberty University 2012 — 2016
Finance, General, Strategic Intelligence Minor
Bishop McCort Catholic High School 2008 — 2012
Liberty University August 2012 - Present
Stifel Financial Corp. June 2014 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Liberty University 2012 — 2016
Finance, General, Strategic Intelligence Minor
Bishop McCort Catholic High School 2008 — 2012
Tricia Hundley's Stifel Financial Corp. Experience September 2013 - Present
Job Annuity Technician at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
Office of the Chapter 13 Trustee December 2012 - August 2013
Federal Reserve Bank of San Francisco November 2011 - June 2012
Stifel Financial Corp. November 2007 - June 2011
University of Iowa Community Credit Union July 2006 - August 2007
American Bank & Trust August 2005 - July 2006
Skills
Excel, Customer Service, Microsoft Office, Word, Access, Outlook, Retail, Lotus Notes, Loans, Bank Reconciliation, Application Processing, Microsoft Excel, Credit Analysis
Education
The University of Iowa, Iowa City IA
B.A, Sociology
Kirkwood Community College
A.A, Community Corrections
Stifel Financial Corp. September 2013 - Present
Office of the Chapter 13 Trustee December 2012 - August 2013
Federal Reserve Bank of San Francisco November 2011 - June 2012
Stifel Financial Corp. November 2007 - June 2011
University of Iowa Community Credit Union July 2006 - August 2007
American Bank & Trust August 2005 - July 2006
Skills
Excel, Customer Service, Microsoft Office, Word, Access, Outlook, Retail, Lotus Notes, Loans, Bank Reconciliation, Application Processing, Microsoft Excel, Credit Analysis
Education
The University of Iowa, Iowa City IA
B.A, Sociology
Kirkwood Community College
A.A, Community Corrections
Hamilton Dawson's Stifel Financial Corp. Experience June 2008 - July 2011
Job Loan Officer Assistant at McLean Mortgage Corporation
Industry Banking
Experience
McLean Mortgage Corporation June 2014 - Present
Prosperity Mortgage October 2011 - June 2014
Stifel Financial Corp. June 2008 - July 2011
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
McLean Mortgage Corporation June 2014 - Present
Prosperity Mortgage October 2011 - June 2014
Stifel Financial Corp. June 2008 - July 2011
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Kevin Merry's Stifel Financial Corp. Experience July 2014 - Present
Job Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
THE SPECTRUM GROUP June 2012 - August 2012
Skills
Capital IQ, Excel, PowerPoint, Microsoft Excel, DCF Valuation, Valuation
Education
Lehigh University 2010 — 2014
B.S. Integrated Business and Engineering, Financial Engineering
Loyola High School 2006 — 2010
Stifel Financial Corp. July 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
THE SPECTRUM GROUP June 2012 - August 2012
Skills
Capital IQ, Excel, PowerPoint, Microsoft Excel, DCF Valuation, Valuation
Education
Lehigh University 2010 — 2014
B.S. Integrated Business and Engineering, Financial Engineering
Loyola High School 2006 — 2010
David M. Fick's Stifel Financial Corp. Experience 2005 - 2010
Job Professional Faculty at Johns Hopkins University
Industry Investment Management
Experience
Johns Hopkins University Carey Business School 1993 - Present
National Retail Properties, Inc. 2010 - Present
Nandua Oyster Company, LLC 2008 - Present
Stifel Financial Corp. 2005 - 2010
Legg Mason 1997 - 2005
LaSalle Partners/Alex Brown Kleinwort Benson 1993 - 1996
The Mills Corporation 1991 - 1993
Reznick Group 1983 - 1991
Wooden & Benson, CPA's 1979 - 1983
Cockeysville Cycle Center 1972 - 1978
Skills
Financial Management, Financial Analysis, Real Estate Development, Real Estate Investment, Real Estate Finance, Financial Reporting, Investment Properties, Valuation, Real Estate Economics, Real Estate, Portfolio Management, Mergers, Managerial Finance, Management, Financial Modeling, Investments, Finance, Equities, Due Diligence, Auditing, Asset Management
Education
Loyola College in Maryland 1979 — 1981
MBA, Finance
Towson University 1975 — 1979
BA, Business & Accounting
Towson High 1972 — 1975
Johns Hopkins University Carey Business School 1993 - Present
National Retail Properties, Inc. 2010 - Present
Nandua Oyster Company, LLC 2008 - Present
Stifel Financial Corp. 2005 - 2010
Legg Mason 1997 - 2005
LaSalle Partners/Alex Brown Kleinwort Benson 1993 - 1996
The Mills Corporation 1991 - 1993
Reznick Group 1983 - 1991
Wooden & Benson, CPA's 1979 - 1983
Cockeysville Cycle Center 1972 - 1978
Skills
Financial Management, Financial Analysis, Real Estate Development, Real Estate Investment, Real Estate Finance, Financial Reporting, Investment Properties, Valuation, Real Estate Economics, Real Estate, Portfolio Management, Mergers, Managerial Finance, Management, Financial Modeling, Investments, Finance, Equities, Due Diligence, Auditing, Asset Management
Education
Loyola College in Maryland 1979 — 1981
MBA, Finance
Towson University 1975 — 1979
BA, Business & Accounting
Towson High 1972 — 1975
Annie Xiong's Stifel Financial Corp. Experience January 2015 - Present
Job Leveraged Finance Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. January 2015 - Present
Scotiabank Global Banking and Markets January 2014 - June 2014
Goldman Sachs January 2013 - June 2013
PwC January 2012 - May 2012
St. Jude Medical May 2011 - August 2011
Zhang & Associates, P.C. July 2009 - August 2009
Congressional Office of Congressman Nick Lampson June 2008 - August 2008
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Accounting
London School of Economics and Political Science 2012 — 2012
Stifel Financial Corp. January 2015 - Present
Scotiabank Global Banking and Markets January 2014 - June 2014
Goldman Sachs January 2013 - June 2013
PwC January 2012 - May 2012
St. Jude Medical May 2011 - August 2011
Zhang & Associates, P.C. July 2009 - August 2009
Congressional Office of Congressman Nick Lampson June 2008 - August 2008
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Accounting
London School of Economics and Political Science 2012 — 2012
Barbara Lodise's Stifel Financial Corp. Experience 2010 - 2012
Job Marketing Manager
Industry Financial Services
Experience
Stifel Nicolaus & Co., Inc January 2011 - January 2012
Stifel Financial Corp. 2010 - 2012
American Income Life January 2010 - January 2011
Bucks County Produce January 2005 - January 2008
Stork Materials Testing Laboratory January 2003 - January 2005
Direct Solutions Network August 2000 - July 2003
Direct Solutions Network January 2000 - January 2003
Blum-Moore Reporting, Inc January 1992 - January 2000
Skills
Microsoft Office, Marketing Research, Marketing Management, Marketing Strategy, Marketing Communications, Administrative..., Sales Management, Pharmaceutical Industry, Court Reporting, Customer Service, Cold Calling, Call Center, Cashiering, Canvassing, Media Relations, Medical Terminology, Legal Terminology, Purchasing Processes, Purchase Orders, Estimating, Front-end, Master Scheduling, Telemarketing
Education
University of Phoenix Online 2010 — 2012
B.S, Business Administration/Marketing
Manor College
Associate of Science (A.S.), Court Reporting/Court Reporter
Stifel Nicolaus & Co., Inc January 2011 - January 2012
Stifel Financial Corp. 2010 - 2012
American Income Life January 2010 - January 2011
Bucks County Produce January 2005 - January 2008
Stork Materials Testing Laboratory January 2003 - January 2005
Direct Solutions Network August 2000 - July 2003
Direct Solutions Network January 2000 - January 2003
Blum-Moore Reporting, Inc January 1992 - January 2000
Skills
Microsoft Office, Marketing Research, Marketing Management, Marketing Strategy, Marketing Communications, Administrative..., Sales Management, Pharmaceutical Industry, Court Reporting, Customer Service, Cold Calling, Call Center, Cashiering, Canvassing, Media Relations, Medical Terminology, Legal Terminology, Purchasing Processes, Purchase Orders, Estimating, Front-end, Master Scheduling, Telemarketing
Education
University of Phoenix Online 2010 — 2012
B.S, Business Administration/Marketing
Manor College
Associate of Science (A.S.), Court Reporting/Court Reporter
Kelsey Park's Stifel Financial Corp. Experience May 2011 - June 2012
Job Consumer Goods Professional
Industry Consumer Goods
Experience
United Industries 2012 - Present
Stifel Financial Corp. May 2011 - June 2012
Education
McKendree College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
McKendree College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
United Industries 2012 - Present
Stifel Financial Corp. May 2011 - June 2012
Education
McKendree College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
McKendree College 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Nathan Finder's Stifel Financial Corp. Experience March 2014 - Present
Job Trade Operations at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2014 - Present
Guggenheim Partners and Asset Consulting Group May 2013 - March 2014
Hall, Ansley, Rodgers & Sweeney, P.C. January 2011 - December 2013
Skills
Microsoft Office, Teamwork, Financial Reporting, Research, Stata, Eviews, SQL, Programming, Communication, Economic Research, Econometrics, Intellectually Curious
Education
Missouri State University 2009 — 2013
Bachelor of Science (BS), Economics
Stifel Financial Corp. March 2014 - Present
Guggenheim Partners and Asset Consulting Group May 2013 - March 2014
Hall, Ansley, Rodgers & Sweeney, P.C. January 2011 - December 2013
Skills
Microsoft Office, Teamwork, Financial Reporting, Research, Stata, Eviews, SQL, Programming, Communication, Economic Research, Econometrics, Intellectually Curious
Education
Missouri State University 2009 — 2013
Bachelor of Science (BS), Economics
Colin Thornley's Stifel Financial Corp. Experience February 2009 - September 2012
Job Client Service Associate 7/63 at J.P Morgan Private Bank
Industry Banking
Experience
J.P. Morgan May 2014 - Present
Platinum Home Mortgage June 2013 - May 2014
NewDay USA September 2012 - March 2013
Stifel Financial Corp. February 2009 - September 2012
Morgan Stanley June 2008 - January 2009
U.S. Customs and Border Protection May 1900 - May 1901
Skills
FHA, VA loans, Mortgage Banking, Financial Services, New Home Construction, Series 7, 63
Education
Loyola University Chicago
Legal Studies, Securities Law, 3.98
Western Illinois University
Bachelor of Science (BS), LEJA, Spanish, 3.93
J.P. Morgan May 2014 - Present
Platinum Home Mortgage June 2013 - May 2014
NewDay USA September 2012 - March 2013
Stifel Financial Corp. February 2009 - September 2012
Morgan Stanley June 2008 - January 2009
U.S. Customs and Border Protection May 1900 - May 1901
Skills
FHA, VA loans, Mortgage Banking, Financial Services, New Home Construction, Series 7, 63
Education
Loyola University Chicago
Legal Studies, Securities Law, 3.98
Western Illinois University
Bachelor of Science (BS), LEJA, Spanish, 3.93
Tricia McAfee's Stifel Financial Corp. Experience November 2014 - Present
Job Benefits Analyst at Stifel Financial Corp.
Industry Human Resources
Experience
Stifel Financial Corp. November 2014 - Present
Mercy February 2002 - June 2014
Mercy Health January 1998 - January 2002
Skills
Benefits Administration, Onboarding, Employee Benefits, HRIS, Employee Relations, FMLA, Deferred Compensation, New Hire Orientations, Human Resources, HIPAA, Applicant Tracking..., PeopleSoft, Healthcare, Recruiting, HR Policies, Performance Management, Kronos, Workforce Planning, Talent Acquisition, Payroll, Process Improvement
Education
Webster University 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Jefferson College 1987 — 1989
Associates Degree- General Studies
Northwest High School-House Springs
Northwest High School-House Springs
Stifel Financial Corp. November 2014 - Present
Mercy February 2002 - June 2014
Mercy Health January 1998 - January 2002
Skills
Benefits Administration, Onboarding, Employee Benefits, HRIS, Employee Relations, FMLA, Deferred Compensation, New Hire Orientations, Human Resources, HIPAA, Applicant Tracking..., PeopleSoft, Healthcare, Recruiting, HR Policies, Performance Management, Kronos, Workforce Planning, Talent Acquisition, Payroll, Process Improvement
Education
Webster University 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Jefferson College 1987 — 1989
Associates Degree- General Studies
Northwest High School-House Springs
Northwest High School-House Springs
Bruce Forster's Stifel Financial Corp. Experience December 1992 - June 1995
Job Senior Vice President St. Louis Region at Bank of Springfield
Industry Banking
Experience
Bank of Springfield February 2014 - Present
Phase 2 LLC 2011 - 2014
Fifth Third Bank September 2007 - December 2010
Heartland Bank January 2004 - September 2007
First Bank May 1999 - January 2004
Mercantile Bank July 1995 - May 1999
Stifel Financial Corp. December 1992 - June 1995
Skills
Commercial Banking, New Business Development, Business Strategy, Financial Modeling, Strategic Financial..., Financial Statements, Credit Analysis, Credit Management, Coaching Staff, Operations Management, Import Logistics, Supply Chain Management, Public Speaking, Sales Presentation..., Portfolio Management, Strategic Communications, Strategic Thinking, Onboarding, Cross-functional Team..., Team Building, Team Leadership, Financial Analysis, Cash Management, Banking, Commercial Lending
Education
Saint Louis University 1991 — 1992
MBA, Accounting and Finance
University of San Diego 1985 — 1989
BBA, Accounting and Finance
Maryville University of Saint Louis
Bank of Springfield February 2014 - Present
Phase 2 LLC 2011 - 2014
Fifth Third Bank September 2007 - December 2010
Heartland Bank January 2004 - September 2007
First Bank May 1999 - January 2004
Mercantile Bank July 1995 - May 1999
Stifel Financial Corp. December 1992 - June 1995
Skills
Commercial Banking, New Business Development, Business Strategy, Financial Modeling, Strategic Financial..., Financial Statements, Credit Analysis, Credit Management, Coaching Staff, Operations Management, Import Logistics, Supply Chain Management, Public Speaking, Sales Presentation..., Portfolio Management, Strategic Communications, Strategic Thinking, Onboarding, Cross-functional Team..., Team Building, Team Leadership, Financial Analysis, Cash Management, Banking, Commercial Lending
Education
Saint Louis University 1991 — 1992
MBA, Accounting and Finance
University of San Diego 1985 — 1989
BBA, Accounting and Finance
Maryville University of Saint Louis
Adam Kruger's Stifel Financial Corp. Experience April 2015 - Present
Job
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
Amber Woodson's Stifel Financial Corp. Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
TradePMR February 2015 - Present
Stifel Financial Corp. 2010 - 2013
Skills
Financial Analysis, Investments, Finance, Banking, Portfolio Management, Risk Management, Financial Services, Financial Modeling, Financial Planning, Equities
Education
McKendree University 2013 — 2016
Bachelor of Science (BS), Accounting
TradePMR February 2015 - Present
Stifel Financial Corp. 2010 - 2013
Skills
Financial Analysis, Investments, Finance, Banking, Portfolio Management, Risk Management, Financial Services, Financial Modeling, Financial Planning, Equities
Education
McKendree University 2013 — 2016
Bachelor of Science (BS), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS