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
Grant Carlson Grant Carlson's Stifel Financial Corp. Experience September 2014 - Present
Job Client Services at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2014 - Present
WashingTons June 2010 - December 2014
Hiplead.com June 2014 - September 2014
Hiplead.com February 2014 - May 2014
International House at UC Berkeley September 2013 - February 2014
Phi Gamma Delta January 2013 - January 2014
Seattle Mariners May 2013 - August 2013
Claremont Country Club September 2012 - May 2013
Skills
Networking, Event Planning, Event Management, Microsoft Office, Microsoft Excel, People Skills, Creative Writing, Marketing Strategy, Political Economy, Sociology, Website Promotion, Improvisational Comedy, Social Networking, Research, Management, Leadership
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (BA), Sociology
The Northwest School 2006 — 2010
High School Diploma
Stifel Financial Corp. September 2014 - Present
WashingTons June 2010 - December 2014
Hiplead.com June 2014 - September 2014
Hiplead.com February 2014 - May 2014
International House at UC Berkeley September 2013 - February 2014
Phi Gamma Delta January 2013 - January 2014
Seattle Mariners May 2013 - August 2013
Claremont Country Club September 2012 - May 2013
Skills
Networking, Event Planning, Event Management, Microsoft Office, Microsoft Excel, People Skills, Creative Writing, Marketing Strategy, Political Economy, Sociology, Website Promotion, Improvisational Comedy, Social Networking, Research, Management, Leadership
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (BA), Sociology
The Northwest School 2006 — 2010
High School Diploma
Irvin Liu Irvin Liu's Stifel Financial Corp. Experience September 2012 - Present
Job Equity Research Associate, IT Services and Financial Technology at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2012 - Present
SKIRITAI Capital LLC March 2010 - September 2012
Skills
Fundamental Analysis, Financial Modeling, Performance Attribution, Equity Research, Bloomberg, Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Statistics
Stifel Financial Corp. September 2012 - Present
SKIRITAI Capital LLC March 2010 - September 2012
Skills
Fundamental Analysis, Financial Modeling, Performance Attribution, Equity Research, Bloomberg, Valuation
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Statistics
Morgan McKinney's Stifel Financial Corp. Experience August 2015 - Present
Job Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
JHilburn April 2013 - Present
Robert W. Baird & Co. April 2014 - August 2014
Skills
Apparel, Entrepreneurship, Event Planning, Fashion, Marketing, Marketing Strategy, Retail, Sales, Social Media, Microsoft Office, Microsoft Word, Research, Social Networking, Social Media Marketing, Customer Service
Education
University of Arkansas at Little Rock 2012 — 2015
International Business, International Business
Stifel Financial Corp. August 2015 - Present
JHilburn April 2013 - Present
Robert W. Baird & Co. April 2014 - August 2014
Skills
Apparel, Entrepreneurship, Event Planning, Fashion, Marketing, Marketing Strategy, Retail, Sales, Social Media, Microsoft Office, Microsoft Word, Research, Social Networking, Social Media Marketing, Customer Service
Education
University of Arkansas at Little Rock 2012 — 2015
International Business, International Business
Pat Archer's Stifel Financial Corp. Experience June 2013 - August 2013
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
The Ohio State University July 2014 - August 2015
(SPUD) University of Dallas Student Programming May 2013 - June 2014
Caton Consulting Group, PC March 2012 - May 2014
Stifel Financial Corp. June 2013 - August 2013
University of Dallas May 2012 - October 2012
Midtown Educational Foundation June 2012 - August 2012
Serviam Communications May 2012 - June 2012
Shamrock Group LLC May 2010 - December 2011
Archer, Lassa & McHugh LLC May 2008 - December 2011
Skills
Leadership, Collaboration, Foresight, Time Management, Resourcefulness, Growth Initiatives, Oral Communication, Written Communication, Data Analysis, Microsoft Excel, Microsoft Word, Research, Report Writing, Program Management, Team Leadership, Strategy, Budgets, Outlook, PowerPoint, Microsoft Office
Education
The Ohio State University 2014 — 2015
Master of Accounting, Accounting and Finance
The University of Dallas 2010 — 2014
Bachelor of Arts (B.A.), Business, Senior
St. Louis University High School 2006 — 2010
High School Diploma, Advanced Placement Coursework
Deloitte September 2015 - Present
The Ohio State University July 2014 - August 2015
(SPUD) University of Dallas Student Programming May 2013 - June 2014
Caton Consulting Group, PC March 2012 - May 2014
Stifel Financial Corp. June 2013 - August 2013
University of Dallas May 2012 - October 2012
Midtown Educational Foundation June 2012 - August 2012
Serviam Communications May 2012 - June 2012
Shamrock Group LLC May 2010 - December 2011
Archer, Lassa & McHugh LLC May 2008 - December 2011
Skills
Leadership, Collaboration, Foresight, Time Management, Resourcefulness, Growth Initiatives, Oral Communication, Written Communication, Data Analysis, Microsoft Excel, Microsoft Word, Research, Report Writing, Program Management, Team Leadership, Strategy, Budgets, Outlook, PowerPoint, Microsoft Office
Education
The Ohio State University 2014 — 2015
Master of Accounting, Accounting and Finance
The University of Dallas 2010 — 2014
Bachelor of Arts (B.A.), Business, Senior
St. Louis University High School 2006 — 2010
High School Diploma, Advanced Placement Coursework
Beau Britton Beau Britton's Stifel Financial Corp. Experience January 2012 - April 2012
Job Associate at Wood, Smith, Schnipper, Clay & Vines
Industry Law Practice
Experience
Wood, Smith, Schnipper, Clay & Vines May 2014 - Present
Beau Britton, Attorney at Law, P.A. September 2013 - May 2014
Barber, McCaskill, Jones, & Hale, P.A. August 2012 - December 2012
Gill, Elrod, Ragon, Owen & Sherman, P.A. May 2012 - August 2012
Stifel Financial Corp. January 2012 - April 2012
Laser Law Firm, P.A. August 2011 - December 2011
Allstate May 2009 - April 2010
Skills
Criminal Law, Family Law, Personal Injury, Customer Service, Employment Law, Legal Writing, Corporate Law, Estate Planning, Divorce Law, Civil Litigation, Commercial Litigation, Legal Research, Legal Issues
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2010 — 2013
Doctor of Law (J.D.) May 2013
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services; Minor in Communications
Wood, Smith, Schnipper, Clay & Vines May 2014 - Present
Beau Britton, Attorney at Law, P.A. September 2013 - May 2014
Barber, McCaskill, Jones, & Hale, P.A. August 2012 - December 2012
Gill, Elrod, Ragon, Owen & Sherman, P.A. May 2012 - August 2012
Stifel Financial Corp. January 2012 - April 2012
Laser Law Firm, P.A. August 2011 - December 2011
Allstate May 2009 - April 2010
Skills
Criminal Law, Family Law, Personal Injury, Customer Service, Employment Law, Legal Writing, Corporate Law, Estate Planning, Divorce Law, Civil Litigation, Commercial Litigation, Legal Research, Legal Issues
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2010 — 2013
Doctor of Law (J.D.) May 2013
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services; Minor in Communications
Daniel Kim's Stifel Financial Corp. Experience June 2012 - August 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
IBM January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Square Inc. May 2011 - May 2012
Vista Point Advisors August 2011 - December 2011
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Data Analysis, Economics, Investments, Private Equity, Microsoft Excel, Capital IQ, Capital Markets, PowerPoint, Due Diligence, Mandarin, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Office
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
J.P. Morgan May 2014 - Present
IBM January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Square Inc. May 2011 - May 2012
Vista Point Advisors August 2011 - December 2011
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Data Analysis, Economics, Investments, Private Equity, Microsoft Excel, Capital IQ, Capital Markets, PowerPoint, Due Diligence, Mandarin, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Office
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
Angel Keys, M.A., CMP's Stifel Financial Corp. Experience October 2014 - January 2015
Job Project Manager at Maritz Travel Company
Industry Marketing and Advertising
Experience
Maritz Travel Company March 2015 - Present
St. Louis Community College at Forest Park January 2015 - Present
ANGEL KEYS Corporate Meetings & Events April 2011 - Present
Stifel Financial Corp. October 2014 - January 2015
The Ritz-Carlton, St. Louis October 2008 - September 2010
The Ritz-Carlton, St. Louis January 2005 - October 2008
Adam's Mark Hotels and Resorts (St. Louis) June 2004 - December 2004
Adam's Mark Hotels and Resorts (St. Louis) June 2002 - May 2004
Adam's Mark Hotels and Resorts (St. Louis) October 2000 - June 2002
Pfingsten Publishing March 2000 - October 2000
Skills
Event Management, Trade Show Management, Convention Services, Convention Centers, Sales Management, Desktop Publishing, Microsoft Office, New Business Development, Account Management, Customer Service, Project Planning, Public Relations, Media Relations, Vendor Management, Advertising, Technical Writing, Business Communications, Logistics Management, Meeting Planning, Corporate Events, Special Events, Conferences, Trade Shows, Hospitality, Event Planning, Catering, Budget Management, Contract Negotiations, Hotels, Hospitality Industry, Vendor Relations, Contract Negotiation, Marketing Communications, Budgeting, CRM, Sales, Banquets, Training, Social Networking, Hospitality Management, Marketing, Food & Beverage, Management, Budgets, Tourism, Business Development, Brand Management, Sponsorship, Market Planning, Social Media Marketing
Education
Webster University 2012 — 2014
Master of Arts
University of Kansas 1990 — 1992
Bachelor of Science (B.S.)
Florissant Valley Community College 1989 — 1989
Associate of Arts (A.A.)
University of Missouri St. Louis 1986 — 1989
General Education
North CountyTechnical School 1984 — 1986
Diploma and Certificate of Industrial Education
Maritz Travel Company March 2015 - Present
St. Louis Community College at Forest Park January 2015 - Present
ANGEL KEYS Corporate Meetings & Events April 2011 - Present
Stifel Financial Corp. October 2014 - January 2015
The Ritz-Carlton, St. Louis October 2008 - September 2010
The Ritz-Carlton, St. Louis January 2005 - October 2008
Adam's Mark Hotels and Resorts (St. Louis) June 2004 - December 2004
Adam's Mark Hotels and Resorts (St. Louis) June 2002 - May 2004
Adam's Mark Hotels and Resorts (St. Louis) October 2000 - June 2002
Pfingsten Publishing March 2000 - October 2000
Skills
Event Management, Trade Show Management, Convention Services, Convention Centers, Sales Management, Desktop Publishing, Microsoft Office, New Business Development, Account Management, Customer Service, Project Planning, Public Relations, Media Relations, Vendor Management, Advertising, Technical Writing, Business Communications, Logistics Management, Meeting Planning, Corporate Events, Special Events, Conferences, Trade Shows, Hospitality, Event Planning, Catering, Budget Management, Contract Negotiations, Hotels, Hospitality Industry, Vendor Relations, Contract Negotiation, Marketing Communications, Budgeting, CRM, Sales, Banquets, Training, Social Networking, Hospitality Management, Marketing, Food & Beverage, Management, Budgets, Tourism, Business Development, Brand Management, Sponsorship, Market Planning, Social Media Marketing
Education
Webster University 2012 — 2014
Master of Arts
University of Kansas 1990 — 1992
Bachelor of Science (B.S.)
Florissant Valley Community College 1989 — 1989
Associate of Arts (A.A.)
University of Missouri St. Louis 1986 — 1989
General Education
North CountyTechnical School 1984 — 1986
Diploma and Certificate of Industrial Education
Juanita Best Juanita Best's Stifel Financial Corp. Experience 1985 - 1987
Job at
Industry Human Resources
Experience
American Heart Association American Stroke Association September 2014 - Present
Prairie State Generating Company August 2009 - September 2014
KV Pharmaceutical April 2008 - February 2009
Sensient 1989 - 2008
Stifel Financial Corp. 1985 - 1987
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Employee Relations, Human Resources, Marketing, Payroll, Administrative..., Process Improvement, Leadership, Training, Data Entry, Performance Management, Budgets, Team Building, Administrative...
Education
St. Louis Community College
Marketing & Advertising
American Heart Association American Stroke Association September 2014 - Present
Prairie State Generating Company August 2009 - September 2014
KV Pharmaceutical April 2008 - February 2009
Sensient 1989 - 2008
Stifel Financial Corp. 1985 - 1987
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Employee Relations, Human Resources, Marketing, Payroll, Administrative..., Process Improvement, Leadership, Training, Data Entry, Performance Management, Budgets, Team Building, Administrative...
Education
St. Louis Community College
Marketing & Advertising
Ravi Jagabattuni Ravi Jagabattuni's Stifel Financial Corp. Experience May 2015 - May 2015
Job Student at the University of Michigan
Industry Investment Banking
Experience
Maize and Blue Fund October 2015 - Present
Cappello Group, Inc. June 2015 - August 2015
Stifel Financial Corp. May 2015 - May 2015
RiverRock Capital January 2015 - May 2015
Kerburn Rose May 2014 - August 2014
Cholla Petroleum Inc. March 2014 - May 2014
Skills
Financial Modeling, Teamwork, Leadership, Microsoft Excel, PowerPoint, Networking, Social Networking, Finance, English, Microsoft Office, Public Speaking, Mergers & Acquisitions, Investment Banking, Financial Analysis, Microsoft Word, DCF, Data Analysis, Fundraising, Public Relations, Due Diligence, Valuation, Analysis, Statistics, Capital IQ, Comparable Analysis, M&A Advisory Services, Financial Projection
Education
University of Michigan 2015 — 2018
Bachelor’s Degree
The University of Texas at Dallas
Bachelor of Science (B.S.), Mathematics, Finance, GPA: 3.9
Maize and Blue Fund October 2015 - Present
Cappello Group, Inc. June 2015 - August 2015
Stifel Financial Corp. May 2015 - May 2015
RiverRock Capital January 2015 - May 2015
Kerburn Rose May 2014 - August 2014
Cholla Petroleum Inc. March 2014 - May 2014
Skills
Financial Modeling, Teamwork, Leadership, Microsoft Excel, PowerPoint, Networking, Social Networking, Finance, English, Microsoft Office, Public Speaking, Mergers & Acquisitions, Investment Banking, Financial Analysis, Microsoft Word, DCF, Data Analysis, Fundraising, Public Relations, Due Diligence, Valuation, Analysis, Statistics, Capital IQ, Comparable Analysis, M&A Advisory Services, Financial Projection
Education
University of Michigan 2015 — 2018
Bachelor’s Degree
The University of Texas at Dallas
Bachelor of Science (B.S.), Mathematics, Finance, GPA: 3.9
Ling Chang's Stifel Financial Corp. Experience July 2012 - April 2014
Job Senior Financial Analyst at Oasis Petroleum
Industry Oil & Energy
Experience
Oasis Petroleum May 2014 - Present
Stifel Financial Corp. July 2012 - April 2014
UTIMCO June 2011 - May 2012
Alm Financial Services May 2010 - July 2010
Skills
Valuation, Capital IQ, Microsoft Office, Due Diligence, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Investment Banking, Corporate Finance, ThomsonOne, Capital Markets, Business Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
Oasis Petroleum May 2014 - Present
Stifel Financial Corp. July 2012 - April 2014
UTIMCO June 2011 - May 2012
Alm Financial Services May 2010 - July 2010
Skills
Valuation, Capital IQ, Microsoft Office, Due Diligence, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Investment Banking, Corporate Finance, ThomsonOne, Capital Markets, Business Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
Joshua Lewittes Joshua Lewittes's Stifel Financial Corp. Experience June 2014 - August 2014
Job Global Securitized Products Analyst at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Entrepreneurs Roundtable Accelerator May 2013 - July 2013
Bank of Israel May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Technical Analysis, Qualitative Research, Student Recruiting, Marketing, Quantitative Research, Finance, Research
Education
The Johns Hopkins University 2011 — 2015
Bachelor's degree, Economics
Citi August 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Entrepreneurs Roundtable Accelerator May 2013 - July 2013
Bank of Israel May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Technical Analysis, Qualitative Research, Student Recruiting, Marketing, Quantitative Research, Finance, Research
Education
The Johns Hopkins University 2011 — 2015
Bachelor's degree, Economics
Jeffrey Feng Jeffrey Feng's Stifel Financial Corp. Experience September 2014 - January 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
The Presidio Group LLC May 2015 - August 2015
Serent Capital February 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
Guardian Life April 2014 - September 2014
Skills
Financial Analysis, Entrepreneurship, Research, Customer Service, Public Speaking, Business Networking, Business Analysis, Investments, Stock Management, Market Research, Networking, Market Analysis, Business Development, Competitive Analysis, Investment Management, Revenue Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Leadership, Social Media, Sales
Education
University of California, Berkeley
Cumulative GPA: 4.00/4.00
The Presidio Group LLC May 2015 - August 2015
Serent Capital February 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
Guardian Life April 2014 - September 2014
Skills
Financial Analysis, Entrepreneurship, Research, Customer Service, Public Speaking, Business Networking, Business Analysis, Investments, Stock Management, Market Research, Networking, Market Analysis, Business Development, Competitive Analysis, Investment Management, Revenue Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Leadership, Social Media, Sales
Education
University of California, Berkeley
Cumulative GPA: 4.00/4.00
William McClatchy's Stifel Financial Corp. Experience May 2014 - August 2014
Job Intern at Stifel Financial Corp.
Industry Financial Services
Experience
Rolling Green GC June 2007 - Present
Stifel Financial Corp. May 2014 - August 2014
UBS February 2014 - April 2014
Haverford Township Recreation Department June 2011 - August 2013
Catholic University of America August 2011 - May 2013
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Accounting, Public Speaking, Customer Service, Finance, Sales, Research, Social Media, Team Leadership
Education
The Catholic University of America 2011 — 2015
BSBA, Finance
Archbishop Carroll High School
Rolling Green GC June 2007 - Present
Stifel Financial Corp. May 2014 - August 2014
UBS February 2014 - April 2014
Haverford Township Recreation Department June 2011 - August 2013
Catholic University of America August 2011 - May 2013
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Accounting, Public Speaking, Customer Service, Finance, Sales, Research, Social Media, Team Leadership
Education
The Catholic University of America 2011 — 2015
BSBA, Finance
Archbishop Carroll High School
Libby Udelson Libby Udelson's Stifel Financial Corp. Experience 2014 - May 2014
Job Tutor at Compass Education Group
Industry Renewables & Environment
Experience
Compass Education Group January 2015 - Present
Amigos de las Americas January 2014 - Present
Stifel Financial Corp. 2014 - May 2014
East Bay Sanctuary Covenant September 2012 - May 2014
UC Berkeley Residential and Student Service Programs August 2012 - December 2013
Ecoplexus, Inc. June 2013 - August 2013
Amigos de las Americas May 2012 - August 2012
Pi Beta Phi Fraternity 2012 - 2012
Amigos de las Americas June 2011 - August 2011
Amigos de las Americas May 2010 - August 2010
Skills
Sustainability, Youth Empowerment, Spanish, Community Development, Non-profit Program..., Latin America, Cultural Sensitivity, Planning Budgeting &..., Managing Project Budgets, Project Management, Volunteer Management, Capacity Building, Program Evaluation, Volunteer Training, Volunteer Recruiting, Translation, Immigration Issues, Solar Energy, Qualitative Research, Business Development, Demographic Analysis, Economics, International..., Survey Design, Spanish-speaking, Critical Thinking, Nonprofits, Microsoft Excel, PowerPoint, Budgets, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Environmental Economics and Policy
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Development Studies
Compass Education Group January 2015 - Present
Amigos de las Americas January 2014 - Present
Stifel Financial Corp. 2014 - May 2014
East Bay Sanctuary Covenant September 2012 - May 2014
UC Berkeley Residential and Student Service Programs August 2012 - December 2013
Ecoplexus, Inc. June 2013 - August 2013
Amigos de las Americas May 2012 - August 2012
Pi Beta Phi Fraternity 2012 - 2012
Amigos de las Americas June 2011 - August 2011
Amigos de las Americas May 2010 - August 2010
Skills
Sustainability, Youth Empowerment, Spanish, Community Development, Non-profit Program..., Latin America, Cultural Sensitivity, Planning Budgeting &..., Managing Project Budgets, Project Management, Volunteer Management, Capacity Building, Program Evaluation, Volunteer Training, Volunteer Recruiting, Translation, Immigration Issues, Solar Energy, Qualitative Research, Business Development, Demographic Analysis, Economics, International..., Survey Design, Spanish-speaking, Critical Thinking, Nonprofits, Microsoft Excel, PowerPoint, Budgets, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Environmental Economics and Policy
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Development Studies
Nick Perotta Nick Perotta's Stifel Financial Corp. Experience October 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Stifel Financial Corp. October 2013 - Present
Edward Jones May 2011 - September 2013
Edward Jones May 2010 - February 2011
Walgreens May 2009 - May 2010
Education
Truman State University 2006 — 2010
Bachelors of Arts, Business Administration, Marketing
Stifel Financial Corp. October 2013 - Present
Edward Jones May 2011 - September 2013
Edward Jones May 2010 - February 2011
Walgreens May 2009 - May 2010
Education
Truman State University 2006 — 2010
Bachelors of Arts, Business Administration, Marketing
Eric Vaughan Eric Vaughan's Stifel Financial Corp. Experience 1993 - 1996
Job .
Industry Investment Management
Experience
4SightCapital LLC 2004 - Present
Fortune Business Solutions November 2009 - December 2014
Apex Opportunity Fund LP 1999 - 2005
Ohio Valley Management Inc 1996 - 2005
Stifel Financial Corp. 1993 - 1996
Skills
Investments, Strategic Planning, Management, Team Building, New Business Development, Mutual Funds, Equities, Leadership, Sales, Entrepreneurship, High Net Worth..., Customer Relations, Customer Service
Education
The Ohio State University Fisher College of Business 1981 — 1985
BS, Finance
4SightCapital LLC 2004 - Present
Fortune Business Solutions November 2009 - December 2014
Apex Opportunity Fund LP 1999 - 2005
Ohio Valley Management Inc 1996 - 2005
Stifel Financial Corp. 1993 - 1996
Skills
Investments, Strategic Planning, Management, Team Building, New Business Development, Mutual Funds, Equities, Leadership, Sales, Entrepreneurship, High Net Worth..., Customer Relations, Customer Service
Education
The Ohio State University Fisher College of Business 1981 — 1985
BS, Finance
Maureen Stoll Maureen Stoll's Stifel Financial Corp. Experience May 2014 - August 2014
Job Founder of Stoll Business Law. Outside Counsel, InHouse Value.
Industry Law Practice
Experience
Stoll Business Law September 2015 - Present
Charter Communications August 2014 - January 2015
Stifel Financial Corp. May 2014 - August 2014
UniRush,LLC March 2012 - May 2014
Suddenlink Communications May 2006 - April 2011
AAT Communications March 2005 - April 2006
Gordon Silver, Ltd. August 2003 - January 2005
Skills
Human Resources, Contract Negotiation, Contract Management, Intellectual Property, Marketing Management, Legal Compliance, Drafting Policies, Real Estate Transactions, Employment Law..., Litigation Management, Employee Relations, Legal Writing, Legal Advice, Regulatory Analysis, EEOC, Employment Law, Data Privacy, Document Drafting, Dispute Resolution, Legal Issues, Document Review, Contract Law, Employment Contracts, Corporate Governance, Trademarks, Legal Research, Leadership, Litigation, Management, Arbitration
Education
Tulane University Law School 2000 — 2003
Doctor of Law (JD), Sports Law, Magna Cum Laude, 3.5 GPA (top 11%)
University of Nevada-Las Vegas 1996 — 1999
Bachelor of Science (BS), Secondary Education, Cum Laude
Stoll Business Law September 2015 - Present
Charter Communications August 2014 - January 2015
Stifel Financial Corp. May 2014 - August 2014
UniRush,LLC March 2012 - May 2014
Suddenlink Communications May 2006 - April 2011
AAT Communications March 2005 - April 2006
Gordon Silver, Ltd. August 2003 - January 2005
Skills
Human Resources, Contract Negotiation, Contract Management, Intellectual Property, Marketing Management, Legal Compliance, Drafting Policies, Real Estate Transactions, Employment Law..., Litigation Management, Employee Relations, Legal Writing, Legal Advice, Regulatory Analysis, EEOC, Employment Law, Data Privacy, Document Drafting, Dispute Resolution, Legal Issues, Document Review, Contract Law, Employment Contracts, Corporate Governance, Trademarks, Legal Research, Leadership, Litigation, Management, Arbitration
Education
Tulane University Law School 2000 — 2003
Doctor of Law (JD), Sports Law, Magna Cum Laude, 3.5 GPA (top 11%)
University of Nevada-Las Vegas 1996 — 1999
Bachelor of Science (BS), Secondary Education, Cum Laude
Raymond Dang's Stifel Financial Corp. Experience June 2015 - August 2015
Job Student at Haas School of Business, UC Berkeley
Industry Financial Services
Experience
Spectrum Equity September 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
salesforce.com May 2014 - August 2014
Stephens Inc. April 2014 - May 2014
Prime Wealth Management January 2014 - February 2014
Competitive Analytics August 2012 - August 2013
California Educational Centers September 2012 - January 2013
Artesia Chamber of Commerce July 2011 - October 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Spectrum Equity September 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
salesforce.com May 2014 - August 2014
Stephens Inc. April 2014 - May 2014
Prime Wealth Management January 2014 - February 2014
Competitive Analytics August 2012 - August 2013
California Educational Centers September 2012 - January 2013
Artesia Chamber of Commerce July 2011 - October 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Dawn Hollenkamp Dawn Hollenkamp's Stifel Financial Corp. Experience February 2007 - February 2011
Job Officer at U.S. Bank
Industry Banking
Experience
U.S. Bank February 2011 - Present
Stifel Financial Corp. February 2007 - February 2011
Reliance Integrated Solutions 2004 - 2006
Bank January 1999 - January 2004
Bank of America January 1997 - January 1999
Skills
Microsoft Office, Lotus Notes, Access, Trust Services, Trust Operations, Cash Management, Cash Flow Forecasting, Accounting, Securities, Financial Services, General Ledger
Education
TechSkills 2006 — 2007
Bookkeeping Certificate, Finance, General
Southwestern Illinois College 1994 — 1996
Associate's degree, General Studies
U.S. Bank February 2011 - Present
Stifel Financial Corp. February 2007 - February 2011
Reliance Integrated Solutions 2004 - 2006
Bank January 1999 - January 2004
Bank of America January 1997 - January 1999
Skills
Microsoft Office, Lotus Notes, Access, Trust Services, Trust Operations, Cash Management, Cash Flow Forecasting, Accounting, Securities, Financial Services, General Ledger
Education
TechSkills 2006 — 2007
Bookkeeping Certificate, Finance, General
Southwestern Illinois College 1994 — 1996
Associate's degree, General Studies
Keegan Baygents's Stifel Financial Corp. Experience April 2010 - October 2011
Job Commercial Account Manager at French Gerleman
Industry Electrical/Electronic Manufacturing
Experience
French Gerleman May 2014 - Present
Cintas September 2012 - April 2014
Oppenheimer & Co. October 2011 - September 2012
Stifel Financial Corp. April 2010 - October 2011
Skills
Series 7, Sales, 401k, Insurance, Wealth Management, Selling, Management, Series 63, Building Relationships, Cold Calling, New Business Set-up, Sales Prospecting, Contract Negotiation, Account Management, Direct Sales, FA/CPR/AED Certified, Sales Presentations, New Business Development, Customer Service, Sales Process, Strategic Planning, Sales Management, Relationship Building, Sales Operations
Education
St. Louis Community College
Associate of Arts (A.A.)
French Gerleman May 2014 - Present
Cintas September 2012 - April 2014
Oppenheimer & Co. October 2011 - September 2012
Stifel Financial Corp. April 2010 - October 2011
Skills
Series 7, Sales, 401k, Insurance, Wealth Management, Selling, Management, Series 63, Building Relationships, Cold Calling, New Business Set-up, Sales Prospecting, Contract Negotiation, Account Management, Direct Sales, FA/CPR/AED Certified, Sales Presentations, New Business Development, Customer Service, Sales Process, Strategic Planning, Sales Management, Relationship Building, Sales Operations
Education
St. Louis Community College
Associate of Arts (A.A.)
Jennifer Nowakowski's Stifel Financial Corp. Experience October 2013 - March 2015
Job Institutional Equity Sales at Stifel Financial Corp.
Industry Venture Capital & Private Equity
Experience
Stifel Financial Corp. October 2013 - March 2015
The Riverside Company February 2008 - May 2012
Lorain County Community College December 2001 - October 2005
Time Warner Communications 1999 - 2001
Skills
Private Equity, Venture Capital, Mergers, Strategic Planning, Valuation, Investments, Due Diligence, Investment Banking
Education
The Ohio State University 1995 — 2001
BA, English Literature
Avon High School
Avon Middle School
Stifel Financial Corp. October 2013 - March 2015
The Riverside Company February 2008 - May 2012
Lorain County Community College December 2001 - October 2005
Time Warner Communications 1999 - 2001
Skills
Private Equity, Venture Capital, Mergers, Strategic Planning, Valuation, Investments, Due Diligence, Investment Banking
Education
The Ohio State University 1995 — 2001
BA, English Literature
Avon High School
Avon Middle School
Chris Dugas Chris Dugas's Stifel Financial Corp. Experience July 2014 - August 2014
Job Student at Stonehill College
Industry Capital Markets
Experience
W.B. Mason Company Inc. July 2015 - Present
Covidien March 2014 - June 2015
Stifel Financial Corp. July 2014 - August 2014
LAZ Parking July 2012 - March 2014
German Motors May 2010 - August 2013
Stonehill College September 2011 - May 2013
Providence College June 2012 - August 2012
Davenport's Restaurant June 2010 - August 2011
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Sports, Public Speaking, Facebook, Social Media, Teamwork, Bloomberg, Social Networking, Networking, Time Management, Customer Service, Research, Event Planning, Mobile Devices, Mobile Communications
Education
Stonehill College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Mount Saint Charles Academy 2007 — 2011
W.B. Mason Company Inc. July 2015 - Present
Covidien March 2014 - June 2015
Stifel Financial Corp. July 2014 - August 2014
LAZ Parking July 2012 - March 2014
German Motors May 2010 - August 2013
Stonehill College September 2011 - May 2013
Providence College June 2012 - August 2012
Davenport's Restaurant June 2010 - August 2011
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Sports, Public Speaking, Facebook, Social Media, Teamwork, Bloomberg, Social Networking, Networking, Time Management, Customer Service, Research, Event Planning, Mobile Devices, Mobile Communications
Education
Stonehill College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Mount Saint Charles Academy 2007 — 2011
Alex Wong, CPA Alex Wong, CPA's Stifel Financial Corp. Experience August 2012 - December 2012
Job Working with companies to manage, maximize, and protect their receivables at Euler Hermes
Industry Insurance
Experience
Euler Hermes North America April 2014 - Present
Global Payments April 2013 - April 2014
Stifel Financial Corp. August 2012 - December 2012
Arthur Bell, CPAs October 2010 - August 2012
The George Washington University September 2008 - December 2008
Skills
Excel, Hedge Funds, Accounting, Auditing, Securities, Investments, Financial Modeling, Valuation, Financial Analysis, Equities, Corporate Finance, Equity Research, Business Valuation, Cash Flow, Economics, Bloomberg, Word, Financial Reporting, Alternative Investments, Mutual Funds
Education
The George Washington University 2005 — 2009
BA and BS, International Affairs and Economics
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Franklin High School 2001 — 2005
High School Diploma
Owings mills high school
Euler Hermes North America April 2014 - Present
Global Payments April 2013 - April 2014
Stifel Financial Corp. August 2012 - December 2012
Arthur Bell, CPAs October 2010 - August 2012
The George Washington University September 2008 - December 2008
Skills
Excel, Hedge Funds, Accounting, Auditing, Securities, Investments, Financial Modeling, Valuation, Financial Analysis, Equities, Corporate Finance, Equity Research, Business Valuation, Cash Flow, Economics, Bloomberg, Word, Financial Reporting, Alternative Investments, Mutual Funds
Education
The George Washington University 2005 — 2009
BA and BS, International Affairs and Economics
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course, Economics
Franklin High School 2001 — 2005
High School Diploma
Owings mills high school
paulette bond's Stifel Financial Corp. Experience 2009 - Present
Job Sr. Vice President/Investments at Stifel
Industry Financial Services
Experience
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Arvind Rajamohan Arvind Rajamohan's Stifel Financial Corp. Experience March 2012 - March 2014
Job Hedge Fund Analyst
Industry Financial Services
Experience
J. Goldman & Co., L.P. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
Oppenheimer and Co. February 2007 - March 2012
CIBC Wealth Management December 2006 - January 2008
Cardinal Health August 2005 - August 2006
Cardinal Health 2004 - 2006
Procter & Gamble 2003 - 2003
Skills
Equity Research, Finance, Equities, Strategy, Capital Markets, Financial Modeling, Valuation, Equity Valuation, Investment Banking, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Series 7
Education
The Ohio State University 2000 — 2004
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Finance
J. Goldman & Co., L.P. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
Oppenheimer and Co. February 2007 - March 2012
CIBC Wealth Management December 2006 - January 2008
Cardinal Health August 2005 - August 2006
Cardinal Health 2004 - 2006
Procter & Gamble 2003 - 2003
Skills
Equity Research, Finance, Equities, Strategy, Capital Markets, Financial Modeling, Valuation, Equity Valuation, Investment Banking, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Series 7
Education
The Ohio State University 2000 — 2004
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Finance
David S Rochon's Stifel Financial Corp. Experience January 2001 - January 2007
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2008 - Present
Stifel Financial Corp. January 2001 - January 2007
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BS Management, Finance
Jesuit 1989 — 1993
JPMorgan Chase Bank, N.A. January 2008 - Present
Stifel Financial Corp. January 2001 - January 2007
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BS Management, Finance
Jesuit 1989 — 1993
Kelcee Sachtleben's Stifel Financial Corp. Experience July 2012 - August 2012
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Stifel Financial Corp. July 2012 - August 2012
Schnuck Markets Inc June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Research, English
Education
The University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Economics
CIMBA undergraduate Study Abroad 2012 — 2012
Spring semester courses in Italy, Business minor courses
Training the Street Program
Financial Modeling
Wells Fargo October 2013 - Present
Stifel Financial Corp. July 2012 - August 2012
Schnuck Markets Inc June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Research, English
Education
The University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Economics
CIMBA undergraduate Study Abroad 2012 — 2012
Spring semester courses in Italy, Business minor courses
Training the Street Program
Financial Modeling
Mark Potter's Stifel Financial Corp. Experience February 1999 - December 1999
Job Channel Manager | Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2011 - February 2014
Wells Fargo Advisors, LLC March 2008 - February 2011
Wells Fargo Advisors March 2006 - February 2008
Edward Jones January 2003 - February 2006
Edward Jones January 2000 - December 2002
Stifel Financial Corp. February 1999 - December 1999
Edward Jones July 1997 - January 1999
Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning
Education
University of Kansas 1993 — 1997
BS, Business Administration w/Political Science concentration
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2011 - February 2014
Wells Fargo Advisors, LLC March 2008 - February 2011
Wells Fargo Advisors March 2006 - February 2008
Edward Jones January 2003 - February 2006
Edward Jones January 2000 - December 2002
Stifel Financial Corp. February 1999 - December 1999
Edward Jones July 1997 - January 1999
Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning
Education
University of Kansas 1993 — 1997
BS, Business Administration w/Political Science concentration
Michelle Shank Michelle Shank's Stifel Financial Corp. Experience July 2011 - August 2014
Job Technical Writer at WOOD Consulting Services, Inc.
Industry Information Technology and Services
Experience
WOOD Consulting Services, Inc. September 2014 - Present
Stifel Financial Corp. July 2011 - August 2014
National Council on Aging May 2009 - August 2009
Westat May 2008 - August 2008
Skills
Editing, Copy Editing, Editorial, Newsletters, Publishing, Research, Social Media, Facebook, Press Releases, Technical Writing
Education
Towson University 2010 — 2012
Master of Science (M.S.), Professional, Technical, Business, and Scientific Writing
St. Francis University 2006 — 2010
Bachelor of Arts (B.A.), English & Communications
WOOD Consulting Services, Inc. September 2014 - Present
Stifel Financial Corp. July 2011 - August 2014
National Council on Aging May 2009 - August 2009
Westat May 2008 - August 2008
Skills
Editing, Copy Editing, Editorial, Newsletters, Publishing, Research, Social Media, Facebook, Press Releases, Technical Writing
Education
Towson University 2010 — 2012
Master of Science (M.S.), Professional, Technical, Business, and Scientific Writing
St. Francis University 2006 — 2010
Bachelor of Arts (B.A.), English & Communications
Jeffrey Evans Jeffrey Evans's Stifel Financial Corp. Experience November 1985 - August 1999
Job Capital Markets, Venture Capital & Private Equity
Industry Venture Capital & Private Equity
Experience
CoVenture December 2014 - Present
Evans Drugs December 2010 - November 2013
UBS November 2011 - December 2012
KBW November 2001 - November 2011
Bluestone Capital Partners, LLC/ Trade.com August 1999 - May 2001
Stifel Financial Corp. November 1985 - August 1999
Stifel Financial Corp. 1990 - 1994
Skills
IPO, Start-ups, Capital Markets, Financial Services, Sales, Turn Around Management, Business Transformation, Sales Management, Globalization, Senior Executive..., Financial technology, Investor solutions, equity and debt advisory, Financial Analysis, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Bank Mergers, Equity Research, Investments, Securities, Equities, Private Equity, Financial Modeling, Wealth Management, Hedge Funds, Leadership, Investment Banking, Valuation, Alternative Investments, Emerging Markets, Series 7, FINRA, Financial Technology, Team Leadership, Equity Trading, Insurance, Derivatives, Financial Institutions, Finance, Private Placements, Series 63
Education
Washington University in St. Louis - Olin Business School 1992 — 1993
MBA, business
University of Kansas 1978 — 1982
BA, political science
CoVenture December 2014 - Present
Evans Drugs December 2010 - November 2013
UBS November 2011 - December 2012
KBW November 2001 - November 2011
Bluestone Capital Partners, LLC/ Trade.com August 1999 - May 2001
Stifel Financial Corp. November 1985 - August 1999
Stifel Financial Corp. 1990 - 1994
Skills
IPO, Start-ups, Capital Markets, Financial Services, Sales, Turn Around Management, Business Transformation, Sales Management, Globalization, Senior Executive..., Financial technology, Investor solutions, equity and debt advisory, Financial Analysis, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Bank Mergers, Equity Research, Investments, Securities, Equities, Private Equity, Financial Modeling, Wealth Management, Hedge Funds, Leadership, Investment Banking, Valuation, Alternative Investments, Emerging Markets, Series 7, FINRA, Financial Technology, Team Leadership, Equity Trading, Insurance, Derivatives, Financial Institutions, Finance, Private Placements, Series 63
Education
Washington University in St. Louis - Olin Business School 1992 — 1993
MBA, business
University of Kansas 1978 — 1982
BA, political science
Mandy Bittner's Stifel Financial Corp. Experience December 2006 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Rice Consulting, LLC April 2010 - Present
The Daily Grind February 2011 - August 2012
Stifel Financial Corp. December 2006 - August 2008
LeggMason/Citigroup Smith Barney July 1998 - December 2006
Skills
Excel, Microsoft Office, Customer Service, Customer Relations, Word, Microsoft Word, Spreadsheets, Mac OS, Office Equipment, Time Management, Strategic Planning, Social Media, Team Building, Leadership
Education
Towson University 1993 — 1997
B.S., Business Administration, Marketing
Rice Consulting, LLC April 2010 - Present
The Daily Grind February 2011 - August 2012
Stifel Financial Corp. December 2006 - August 2008
LeggMason/Citigroup Smith Barney July 1998 - December 2006
Skills
Excel, Microsoft Office, Customer Service, Customer Relations, Word, Microsoft Word, Spreadsheets, Mac OS, Office Equipment, Time Management, Strategic Planning, Social Media, Team Building, Leadership
Education
Towson University 1993 — 1997
B.S., Business Administration, Marketing
Adam Berger Adam Berger's Stifel Financial Corp. Experience August 2013 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2013 - Present
BCMS Corporate June 2012 - August 2012
Bel Air Investment Advisors June 2011 - August 2011
Komarov Inc June 2010 - August 2010
Kane and Associates June 2008 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Portfolio Management, Financial Analysis, English, Analysis, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
The Hong Kong University of Science and Technology
Stifel Financial Corp. August 2013 - Present
BCMS Corporate June 2012 - August 2012
Bel Air Investment Advisors June 2011 - August 2011
Komarov Inc June 2010 - August 2010
Kane and Associates June 2008 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Portfolio Management, Financial Analysis, English, Analysis, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
The Hong Kong University of Science and Technology
Justin Baer Justin Baer's Stifel Financial Corp. Experience July 2014 - Present
Job Advisor DirectedProducts Intern at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
JCPenney July 2008 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Works, PowerPoint, Customer Service, Problem Solving, Access, Accounting, Retail, Time Management, Marketing, Sales, Leadership, Public Speaking, Teamwork, Social Media
Education
University of Missouri-Saint Louis 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
St Charles Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.)
Stifel Financial Corp. July 2014 - Present
JCPenney July 2008 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Works, PowerPoint, Customer Service, Problem Solving, Access, Accounting, Retail, Time Management, Marketing, Sales, Leadership, Public Speaking, Teamwork, Social Media
Education
University of Missouri-Saint Louis 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
St Charles Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.)
Joelle Franc Joelle Franc's Stifel Financial Corp. Experience May 2015 - Present
Job Senior Compliance Officer
Industry Law Practice
Experience
Stifel Financial Corp. May 2015 - Present
Financial Industry Regulatory Authority March 2012 - April 2015
Matarin Capital Management September 2011 - December 2011
Syracuse University Securities Arbitration and Consumer Law Clinic September 2010 - June 2011
US Department of Transportation, Federal Highway Administration June 2010 - August 2010
Trombly Business Law May 2009 - August 2009
Morgan, Lewis & Bockius LLP June 2006 - July 2008
Skills
Securities Regulation, Corporate Governance, Legal Research, SEC, Research, Securities, Legal Writing, FINRA, Due Diligence, Westlaw, Lexis, Bloomberg, Economics, Investments, Securities Litigation, Analysis
Education
Syracuse University College of Law 2008 — 2011
J.D., Law
The George Washington University 2002 — 2006
B.A, Economics
Stifel Financial Corp. May 2015 - Present
Financial Industry Regulatory Authority March 2012 - April 2015
Matarin Capital Management September 2011 - December 2011
Syracuse University Securities Arbitration and Consumer Law Clinic September 2010 - June 2011
US Department of Transportation, Federal Highway Administration June 2010 - August 2010
Trombly Business Law May 2009 - August 2009
Morgan, Lewis & Bockius LLP June 2006 - July 2008
Skills
Securities Regulation, Corporate Governance, Legal Research, SEC, Research, Securities, Legal Writing, FINRA, Due Diligence, Westlaw, Lexis, Bloomberg, Economics, Investments, Securities Litigation, Analysis
Education
Syracuse University College of Law 2008 — 2011
J.D., Law
The George Washington University 2002 — 2006
B.A, Economics
Preston Copeland Dixon's Stifel Financial Corp. Experience June 2015 - Present
Job Vice President at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee April 2010 - June 2015
Southwood Forest Products January 2008 - April 2010
Birmingham International Forest Products January 1999 - January 2008
Feralloy Corporation January 1997 - January 1999
The Everette Agency, Inc January 1989 - January 1994
Skills
Portfolio Management, Insurance, Investments, Securities, Series 7, Wealth Management, Financial Analysis, Asset Managment, Asset Allocation, Contract Negotiation, Credit, Asset Management, Investment Advisory, Marketing, Mergers, Mutual Funds, Retirement Planning, Strategic Financial...
Education
Alabama Insurance Licensing School
Tulane University 1985 — 1988
Bachelor of Science (BS)
Louisiana Tech
Washington Workshops Foundation 1985 — 1985
Government and Politics
The Lakeside School 1980 — 1985
Simcom Training Center
Type Rating, King Air B-200
Simcom Training Center
Stifel Financial Corp. June 2015 - Present
Sterne Agee April 2010 - June 2015
Southwood Forest Products January 2008 - April 2010
Birmingham International Forest Products January 1999 - January 2008
Feralloy Corporation January 1997 - January 1999
The Everette Agency, Inc January 1989 - January 1994
Skills
Portfolio Management, Insurance, Investments, Securities, Series 7, Wealth Management, Financial Analysis, Asset Managment, Asset Allocation, Contract Negotiation, Credit, Asset Management, Investment Advisory, Marketing, Mergers, Mutual Funds, Retirement Planning, Strategic Financial...
Education
Alabama Insurance Licensing School
Tulane University 1985 — 1988
Bachelor of Science (BS)
Louisiana Tech
Washington Workshops Foundation 1985 — 1985
Government and Politics
The Lakeside School 1980 — 1985
Simcom Training Center
Type Rating, King Air B-200
Simcom Training Center
Sue Wyckoff Sue Wyckoff's Stifel Financial Corp. Experience October 2011 - Present
Job Managing Director Institutional Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2011 - Present
Stone & Youngberg January 1987 - October 2011
Merrill Lynch 1984 - 1987
The Walt Disney Company 1980 - 1982
Skills
Institutional Sales, Asset Allocation, Investment Strategies, Investment Advisory
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA), Economics
Stifel Financial Corp. October 2011 - Present
Stone & Youngberg January 1987 - October 2011
Merrill Lynch 1984 - 1987
The Walt Disney Company 1980 - 1982
Skills
Institutional Sales, Asset Allocation, Investment Strategies, Investment Advisory
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA), Economics
Sierra Leske Sierra Leske's Stifel Financial Corp. Experience July 2015 - Present
Job Real Estate Broker at Keller Williams
Industry Leisure, Travel & Tourism
Experience
Keller Williams September 2015 - Present
Stifel Financial Corp. July 2015 - Present
Wedbush Securities January 2015 - June 2015
Universal Orlando Resort October 2014 - December 2014
Universal Orlando Resort December 2013 - November 2014
Amway Global August 2009 - August 2014
Kay Jewelers October 2012 - October 2013
Arsenal Colorado July 2012 - May 2013
Appomattox High School June 2011 - May 2012
City of Fort Collins June 2006 - July 2011
Skills
English, Soccer, Automotive, Creative Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, Networking, Social Networking, Leadership, Customer Service, Teamwork, Sales, Program Management, Entrepreneurship, Event Management, Public Speaking, Event Planning
Education
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), English and Creative Writing
Poudre High School 2004 — 2008
High School Diploma
Keller Williams September 2015 - Present
Stifel Financial Corp. July 2015 - Present
Wedbush Securities January 2015 - June 2015
Universal Orlando Resort October 2014 - December 2014
Universal Orlando Resort December 2013 - November 2014
Amway Global August 2009 - August 2014
Kay Jewelers October 2012 - October 2013
Arsenal Colorado July 2012 - May 2013
Appomattox High School June 2011 - May 2012
City of Fort Collins June 2006 - July 2011
Skills
English, Soccer, Automotive, Creative Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, Networking, Social Networking, Leadership, Customer Service, Teamwork, Sales, Program Management, Entrepreneurship, Event Management, Public Speaking, Event Planning
Education
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), English and Creative Writing
Poudre High School 2004 — 2008
High School Diploma
Kevin Tscherne Kevin Tscherne's Stifel Financial Corp. Experience December 2008 - Present
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2008 - Present
Citi September 2004 - November 2008
JPMorgan Chase March 2000 - August 2004
Education
Syracuse University 1985 — 1990
Bachelor of Science (BS), Finance, General
Stifel Financial Corp. December 2008 - Present
Citi September 2004 - November 2008
JPMorgan Chase March 2000 - August 2004
Education
Syracuse University 1985 — 1990
Bachelor of Science (BS), Finance, General
Rodney Jacob Routsong Rodney Jacob Routsong's Stifel Financial Corp. Experience June 2013 - Present
Job Equity and Options
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. August 2012 - May 2013
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Advisors February 2011 - October 2011
Wachovia Securities September 2008 - January 2011
Skills
Fixed Income, Mutual Funds, Trading, Cash Management, Account Reconciliation, Wealth Management, Financial Analysis, Retirement Planning, Banking, Retirement, Microsoft Excel, Customer Service, Equities, Financial Services, Trading Systems, Bonds, Investment Advisory, ETFs, Outlook, Capital Markets, Securities, Finance, Investments
Education
The Ohio State University 2002 — 2008
Bachelor, Economics
Parkway West High School 1998 — 2002
High School Diploma
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. August 2012 - May 2013
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Advisors February 2011 - October 2011
Wachovia Securities September 2008 - January 2011
Skills
Fixed Income, Mutual Funds, Trading, Cash Management, Account Reconciliation, Wealth Management, Financial Analysis, Retirement Planning, Banking, Retirement, Microsoft Excel, Customer Service, Equities, Financial Services, Trading Systems, Bonds, Investment Advisory, ETFs, Outlook, Capital Markets, Securities, Finance, Investments
Education
The Ohio State University 2002 — 2008
Bachelor, Economics
Parkway West High School 1998 — 2002
High School Diploma
Stephen Suda Stephen Suda's Stifel Financial Corp. Experience September 2011 - August 2013
Job SharePoint Developer at Eagle Rock Energy Partners
Industry Information Technology and Services
Experience
Eagle Rock Energy Partners August 2013 - Present
West-Ward Pharmaceuticals 2015 - 2015
West-Ward Pharmaceuticals 2015 - 2015
West-Ward Pharmaceuticals 2015 - 2015
Stifel Financial Corp. September 2011 - August 2013
Trinity Regional Health System January 2008 - September 2011
Skills
Process Improvement, Data Analysis, SharePoint, Microsoft Office, Microsoft Excel, Risk Management
Education
St. Mary's University 2000 — 2006
B.A, Computer Science
Eagle Rock Energy Partners August 2013 - Present
West-Ward Pharmaceuticals 2015 - 2015
West-Ward Pharmaceuticals 2015 - 2015
West-Ward Pharmaceuticals 2015 - 2015
Stifel Financial Corp. September 2011 - August 2013
Trinity Regional Health System January 2008 - September 2011
Skills
Process Improvement, Data Analysis, SharePoint, Microsoft Office, Microsoft Excel, Risk Management
Education
St. Mary's University 2000 — 2006
B.A, Computer Science
Aaqil Kamdar Aaqil Kamdar's Stifel Financial Corp. Experience July 2012 - June 2015
Job Sr. Financial Analyst at Dollar Shave Club
Industry Financial Services
Experience
Dollar Shave Club September 2015 - Present
Stifel Financial Corp. July 2012 - June 2015
KPMG June 2011 - August 2011
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (BS), Business Administration
Dollar Shave Club September 2015 - Present
Stifel Financial Corp. July 2012 - June 2015
KPMG June 2011 - August 2011
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (BS), Business Administration
Casey Kim's Stifel Financial Corp. Experience July 2015 - Present
Job Technology Investment Banking at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
OrbiMed Advisors May 2014 - September 2014
Fowler Property Acquisitions LLC May 2013 - December 2013
Seattle Sounders FC April 2009 - June 2011
Skills
Microsoft Excel, Business Strategy, Financial Modeling, Financial Analysis, Research, Data Analysis, Economics, Marketing, Social Media, Public Speaking, Valuation, Corporate Finance, Entrepreneurship, Accounting, Market Research
Education
University of California, Berkeley, Haas School of Business 2011 — 2014
B.S. Business Administration
Stifel Financial Corp. July 2015 - Present
OrbiMed Advisors May 2014 - September 2014
Fowler Property Acquisitions LLC May 2013 - December 2013
Seattle Sounders FC April 2009 - June 2011
Skills
Microsoft Excel, Business Strategy, Financial Modeling, Financial Analysis, Research, Data Analysis, Economics, Marketing, Social Media, Public Speaking, Valuation, Corporate Finance, Entrepreneurship, Accounting, Market Research
Education
University of California, Berkeley, Haas School of Business 2011 — 2014
B.S. Business Administration
Richard Ringel Richard Ringel's Stifel Financial Corp. Experience December 2014 - April 2015
Job Audit Intern at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Fisher College of Business December 2014 - Present
The Ohio State University August 2012 - Present
Stifel Financial Corp. December 2014 - April 2015
Brunswick Companies June 2014 - August 2014
Hillel August 2013 - May 2014
Alpha Epsilon Pi May 2013 - May 2014
Mandel Jewish Community Center of Cleveland June 2012 - July 2013
The Ronald McDonald House Charities June 2011 - August 2012
Skills
Persuasive Writing, Child Development, Communication Skills, Critical Thinking, Volunteering, Community Outreach, Crisis Intervention, Volunteer Management, Conflict Resolution
Education
The Ohio State University 2012 — 2016
Orange High School 2008 — 2012
BDO USA, LLP June 2015 - Present
Fisher College of Business December 2014 - Present
The Ohio State University August 2012 - Present
Stifel Financial Corp. December 2014 - April 2015
Brunswick Companies June 2014 - August 2014
Hillel August 2013 - May 2014
Alpha Epsilon Pi May 2013 - May 2014
Mandel Jewish Community Center of Cleveland June 2012 - July 2013
The Ronald McDonald House Charities June 2011 - August 2012
Skills
Persuasive Writing, Child Development, Communication Skills, Critical Thinking, Volunteering, Community Outreach, Crisis Intervention, Volunteer Management, Conflict Resolution
Education
The Ohio State University 2012 — 2016
Orange High School 2008 — 2012
PJ Kaminer PJ Kaminer's Stifel Financial Corp. Experience May 2011 - August 2011
Job Associate | Brokerage at The Retail Connection
Industry Real Estate
Experience
The Retail Connection May 2013 - Present
McCombs School of Business September 2009 - May 2013
J.P. Morgan May 2012 - August 2012
Stifel Financial Corp. May 2011 - August 2011
Endeavor Real Estate Group January 2011 - June 2011
Skills
Commercial Real Estate, Real Estate, Landlord Representation, Tenant Representation, Retail, Real Estate Development, Leases, Location Intelligence, Investments, Valuation, Financial Modeling, Finance, Capital IQ, Financial Analysis, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
John Burroughs School 2003 — 2009
The Retail Connection May 2013 - Present
McCombs School of Business September 2009 - May 2013
J.P. Morgan May 2012 - August 2012
Stifel Financial Corp. May 2011 - August 2011
Endeavor Real Estate Group January 2011 - June 2011
Skills
Commercial Real Estate, Real Estate, Landlord Representation, Tenant Representation, Retail, Real Estate Development, Leases, Location Intelligence, Investments, Valuation, Financial Modeling, Finance, Capital IQ, Financial Analysis, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
John Burroughs School 2003 — 2009
Henry A. Holliday Henry A. Holliday's Stifel Financial Corp. Experience July 2015 - Present
Job Associate Vice President/Investments
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee July 2010 - July 2015
Education
University of Alabama 2006 — 2010
Marketing, Consumer/ Industrial, Marketing, Computer Science
University of Alabama 2006 — 2010
BS: C&BA, Marketing, Consumer/ Industrial Marketing
Walton High School 2002 — 2006
Stifel Financial Corp. July 2015 - Present
Sterne Agee July 2010 - July 2015
Education
University of Alabama 2006 — 2010
Marketing, Consumer/ Industrial, Marketing, Computer Science
University of Alabama 2006 — 2010
BS: C&BA, Marketing, Consumer/ Industrial Marketing
Walton High School 2002 — 2006
Miroslava Minkova's Stifel Financial Corp. Experience August 2014 - Present
Job Vice President, Life Science Tools & Diagnostics at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. July 2012 - August 2014
Leerink Swann January 2010 - July 2012
Leerink Swann June 2008 - December 2009
Bear Stearns & Co., Inc. July 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Investment Banking, Investment Research, Bloomberg
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
Truman State University 1999 — 2002
B.S. and B.A., Business Administration
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. July 2012 - August 2014
Leerink Swann January 2010 - July 2012
Leerink Swann June 2008 - December 2009
Bear Stearns & Co., Inc. July 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Investment Banking, Investment Research, Bloomberg
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
Truman State University 1999 — 2002
B.S. and B.A., Business Administration
Prakhar Verma Prakhar Verma's Stifel Financial Corp. Experience 2013 - Present
Job PhD
Industry Research
Experience
Stifel Financial Corp. 2013 - Present
Rodman & Renshaw 2012 - 2012
Prescient Life Sciences 2010 - 2012
Anzenna / Valeo 2009 - 2010
Skills
Biochemistry, Biotechnology, Lifesciences, Clinical Development, Infectious Diseases, Oncology, Pharmaceutical Industry, Clinical Trials, Equity Research, Valuation, Cell Biology, Drug Discovery, Secondary Research, Microbiology, Cell Culture, Bioinformatics, Western Blotting, Commercialization, Protein Chemistry, HPLC, Competitive Intelligence
Education
Stony Brook University 2003 — 2009
Ph.D, Biochemistry
State University of New York at Stony Brook 2008 — 2008
Certificate Program, Fundamentals of Biosciences Industry
Devi Ahilya University 2000 — 2002
MS, Biochemistry
Stifel Financial Corp. 2013 - Present
Rodman & Renshaw 2012 - 2012
Prescient Life Sciences 2010 - 2012
Anzenna / Valeo 2009 - 2010
Skills
Biochemistry, Biotechnology, Lifesciences, Clinical Development, Infectious Diseases, Oncology, Pharmaceutical Industry, Clinical Trials, Equity Research, Valuation, Cell Biology, Drug Discovery, Secondary Research, Microbiology, Cell Culture, Bioinformatics, Western Blotting, Commercialization, Protein Chemistry, HPLC, Competitive Intelligence
Education
Stony Brook University 2003 — 2009
Ph.D, Biochemistry
State University of New York at Stony Brook 2008 — 2008
Certificate Program, Fundamentals of Biosciences Industry
Devi Ahilya University 2000 — 2002
MS, Biochemistry
Thomas Richardson Thomas Richardson's Stifel Financial Corp. Experience August 2014 - May 2015
Job Software Engineer Specializing in Node.JS
Industry Information Technology and Services
Experience
Ristken Software Services April 2015 - Present
Lasuna, LLC January 2015 - Present
Stifel Financial Corp. August 2014 - May 2015
Credit Protection Association February 2014 - August 2014
Fidelity Investments December 2012 - February 2014
United States Air Force February 2001 - May 2004
Skills
Node.js, JavaScript, AngularJS, MongoDB, ionic, Redis, Cordova, Hapi.Js, PHP, SQL, Nginx, MVC, T-SQL, Business Intelligence, SSRS, Databases, T-SQL Stored Procedures, Stored Procedures, Business Intelligence..., VBA, Microsoft Excel, Requirements Gathering, InvestOne, Access, Perl, HTML, Business Economics, Scrum, Agile Methodologies, Project Management, C#, .NET, Business Analysis, Analysis, Visual Basic, Visio, Financial Analysis, XML
Education
The University of Texas at Arlington 2011 — 2014
Bachelor of Science (B.S.), Economics
Ristken Software Services April 2015 - Present
Lasuna, LLC January 2015 - Present
Stifel Financial Corp. August 2014 - May 2015
Credit Protection Association February 2014 - August 2014
Fidelity Investments December 2012 - February 2014
United States Air Force February 2001 - May 2004
Skills
Node.js, JavaScript, AngularJS, MongoDB, ionic, Redis, Cordova, Hapi.Js, PHP, SQL, Nginx, MVC, T-SQL, Business Intelligence, SSRS, Databases, T-SQL Stored Procedures, Stored Procedures, Business Intelligence..., VBA, Microsoft Excel, Requirements Gathering, InvestOne, Access, Perl, HTML, Business Economics, Scrum, Agile Methodologies, Project Management, C#, .NET, Business Analysis, Analysis, Visual Basic, Visio, Financial Analysis, XML
Education
The University of Texas at Arlington 2011 — 2014
Bachelor of Science (B.S.), Economics
Philip Pecora Philip Pecora's Stifel Financial Corp. Experience June 2015 - August 2015
Job Student at Susquehanna University
Industry Higher Education
Experience
Susquehanna University August 2013 - Present
Stifel Financial Corp. June 2015 - August 2015
Northwestern Mutual May 2014 - June 2014
Skills
Finance, Leadership, Public Speaking, Social Media, Research, Teamwork, Event Planning
Education
Susquehanna University 2013 — 2016
Business Administration (Finance Emphasis)
Bucknell University 2012 — 2013
Susquehanna University August 2013 - Present
Stifel Financial Corp. June 2015 - August 2015
Northwestern Mutual May 2014 - June 2014
Skills
Finance, Leadership, Public Speaking, Social Media, Research, Teamwork, Event Planning
Education
Susquehanna University 2013 — 2016
Business Administration (Finance Emphasis)
Bucknell University 2012 — 2013
Justin Collishaw Justin Collishaw's Stifel Financial Corp. Experience September 2013 - March 2015
Job Equity Research Analyst
Industry Biotechnology
Experience
Jefferies April 2015 - July 2015
Wells Fargo March 2015 - April 2015
Stifel Financial Corp. September 2013 - March 2015
Frost & Sullivan October 2012 - September 2013
Prescient Life Sciences April 2008 - July 2012
Skills
Research, Pharmaceutical Industry, Biotechnology, Market Analysis, Competitive Intelligence, Strategy, Life Sciences, Strategic Planning, Cross-functional Team..., Business Analysis, Market Research, Data Analysis, Business Strategy, Business Development, Competitive Analysis, Lifesciences, Project Management, Management Consulting, Business Intelligence, Clinical Trials, Strategic Consulting, Analysis, Financial Modeling, Healthcare, Leadership, Valuation, Business Planning
Education
State University of New York at Albany 2006 — 2007
Master’s Degree, Business/Commerce, General
State University of New York at Albany 2002 — 2006
BS, Biology/Biological Sciences, General
Jefferies April 2015 - July 2015
Wells Fargo March 2015 - April 2015
Stifel Financial Corp. September 2013 - March 2015
Frost & Sullivan October 2012 - September 2013
Prescient Life Sciences April 2008 - July 2012
Skills
Research, Pharmaceutical Industry, Biotechnology, Market Analysis, Competitive Intelligence, Strategy, Life Sciences, Strategic Planning, Cross-functional Team..., Business Analysis, Market Research, Data Analysis, Business Strategy, Business Development, Competitive Analysis, Lifesciences, Project Management, Management Consulting, Business Intelligence, Clinical Trials, Strategic Consulting, Analysis, Financial Modeling, Healthcare, Leadership, Valuation, Business Planning
Education
State University of New York at Albany 2006 — 2007
Master’s Degree, Business/Commerce, General
State University of New York at Albany 2002 — 2006
BS, Biology/Biological Sciences, General
Brett W. Kampwerth's Stifel Financial Corp. Experience October 2011 - August 2012
Job Lead Asset Management at Dynegy
Industry Oil & Energy
Experience
Dynegy March 2015 - Present
Dynegy December 2013 - March 2015
Ameren August 2012 - December 2013
Stifel Financial Corp. October 2011 - August 2012
Stifel Financial Corp. August 2009 - October 2011
Century Securities and Associates July 2007 - August 2009
Renaissance Financial July 2006 - February 2007
Skills
Series 7, Investments, Mutual Funds, Asset Management, Portfolio Management, Due Diligence, Asset Allocation, Wealth Management, Investment Strategies, Commodity, Microsoft Excel, Strategic Financial..., Trading
Education
SOUTHERN ILLINOIS UNIVERSITY 2003 — 2005
Bachelor, Science; Finance and Economics
Southwestern Illinois College 2000 — 2003
Associates of Arts, Business Administration and Management, General
Dynegy March 2015 - Present
Dynegy December 2013 - March 2015
Ameren August 2012 - December 2013
Stifel Financial Corp. October 2011 - August 2012
Stifel Financial Corp. August 2009 - October 2011
Century Securities and Associates July 2007 - August 2009
Renaissance Financial July 2006 - February 2007
Skills
Series 7, Investments, Mutual Funds, Asset Management, Portfolio Management, Due Diligence, Asset Allocation, Wealth Management, Investment Strategies, Commodity, Microsoft Excel, Strategic Financial..., Trading
Education
SOUTHERN ILLINOIS UNIVERSITY 2003 — 2005
Bachelor, Science; Finance and Economics
Southwestern Illinois College 2000 — 2003
Associates of Arts, Business Administration and Management, General
Ryan Rice's Stifel Financial Corp. Experience July 2015 - Present
Job Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Institute for Applied Economics June 2013 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Investments, Equities, Valuation, Analysis, Data Analysis
Education
The Johns Hopkins University 2011 — 2015
Bachelor’s Degree, Economics
Stifel Financial Corp. July 2015 - Present
Institute for Applied Economics June 2013 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Investments, Equities, Valuation, Analysis, Data Analysis
Education
The Johns Hopkins University 2011 — 2015
Bachelor’s Degree, Economics
Christopher V. McCampbell Christopher V. McCampbell's Stifel Financial Corp. Experience April 2001 - July 2012
Job Senior Vice President Financial Advisor at Southwest Securities
Industry Financial Services
Experience
Southwest Securities, Inc. July 2012 - Present
Stifel Financial Corp. April 2001 - July 2012
Robert W. Baird & Co. January 1991 - April 2001
Skills
Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Banking, Financial Planning, Insurance, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investment Advisory, Financial Services, Fixed Income, Series 63, Investment Strategies, Mutual Funds
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Southwest Securities, Inc. July 2012 - Present
Stifel Financial Corp. April 2001 - July 2012
Robert W. Baird & Co. January 1991 - April 2001
Skills
Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Banking, Financial Planning, Insurance, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investment Advisory, Financial Services, Fixed Income, Series 63, Investment Strategies, Mutual Funds
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
James Friel James Friel's Stifel Financial Corp. Experience June 2013 - May 2014
Job Account Management & Institutional Sales at Bloomberg LP at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Bloomberg LP June 2014 - June 2015
Stifel Financial Corp. June 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Financial Markets, Bloomberg Terminal, Data Analysis, Sales, Fundraising
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Bloomberg LP June 2015 - Present
Bloomberg LP June 2014 - June 2015
Stifel Financial Corp. June 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Financial Markets, Bloomberg Terminal, Data Analysis, Sales, Fundraising
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Edward Tigh Edward Tigh's Stifel Financial Corp. Experience July 2014 - August 2014
Job Summer Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2015 - Present
Stifel Nicolaus September 2014 - December 2014
Stifel Financial Corp. July 2014 - August 2014
Education
Villanova University 2012 — 2016
Bachelor's degree, Economics, Finance
The American University of Rome 2014 — 2014
International Finance
Chaminade Highschool 2008 — 2012
Deutsche Bank June 2015 - Present
Stifel Nicolaus September 2014 - December 2014
Stifel Financial Corp. July 2014 - August 2014
Education
Villanova University 2012 — 2016
Bachelor's degree, Economics, Finance
The American University of Rome 2014 — 2014
International Finance
Chaminade Highschool 2008 — 2012
Emily Spendlove's Stifel Financial Corp. Experience September 2011 - March 2012
Job Investment Associate at Lanier Asset Management
Industry Financial Services
Experience
Lanier Asset Management, LLC March 2012 - Present
Sullivan University June 2008 - Present
Stifel Financial Corp. September 2011 - March 2012
UBS September 2009 - June 2011
Education
Sullivan University
MBA, 4.0 GPA
Sullivan University
BA, Finance
Sullivan University
BA, Management
duPont Manual High School 2004 — 2008
High School University Magnet
Lanier Asset Management, LLC March 2012 - Present
Sullivan University June 2008 - Present
Stifel Financial Corp. September 2011 - March 2012
UBS September 2009 - June 2011
Education
Sullivan University
MBA, 4.0 GPA
Sullivan University
BA, Finance
Sullivan University
BA, Management
duPont Manual High School 2004 — 2008
High School University Magnet
Catherine McNichols's Stifel Financial Corp. Experience April 2015 - Present
Job Marketing Intern at Stifel Financial
Industry Market Research
Experience
Stifel Financial Corp. April 2015 - Present
Trattoria di Monica June 2014 - Present
Baker Baker January 2014 - Present
Skills
Outlook, PowerPoint, Microsoft Word, Customer Service, Facebook, Microsoft Excel, Microsoft Applications, Money, Spreadsheets, Photoshop, Twitter, Email, Social Media, Social Networking, Marketing, SPSS, SQL, Databases, Big Data, In-depth interview, Consulting
Education
Suffolk University 2012 — 2016
Marketing Major, Big Data Minor
Mount Alvernia High School 2008 — 2012
Stifel Financial Corp. April 2015 - Present
Trattoria di Monica June 2014 - Present
Baker Baker January 2014 - Present
Skills
Outlook, PowerPoint, Microsoft Word, Customer Service, Facebook, Microsoft Excel, Microsoft Applications, Money, Spreadsheets, Photoshop, Twitter, Email, Social Media, Social Networking, Marketing, SPSS, SQL, Databases, Big Data, In-depth interview, Consulting
Education
Suffolk University 2012 — 2016
Marketing Major, Big Data Minor
Mount Alvernia High School 2008 — 2012
Kristen Rice's Stifel Financial Corp. Experience May 2015 - August 2015
Job Equity Research Intern at Stifel Financial Corp.
Industry
Experience
Information Technology Department September 2013 - Present
Sigmund Weis School of Business August 2013 - Present
Stifel Financial Corp. May 2015 - August 2015
Prudential Financial May 2014 - August 2014
Skills
Microsoft Word, Excel Models, PowerPoint, Team Leadership, Photoshop, Microsoft Excel, InDesign, HTML scripting, Team Building, Analysis, Time Management, Teamwork, Research, Databases, Excel Macros
Education
Susquehanna University 2012 — 2016
Bachelor of Science (BS), Finance, General, Senior
Vesalius College 2014 — 2014
Danville Area High School 2008 — 2012
Information Technology Department September 2013 - Present
Sigmund Weis School of Business August 2013 - Present
Stifel Financial Corp. May 2015 - August 2015
Prudential Financial May 2014 - August 2014
Skills
Microsoft Word, Excel Models, PowerPoint, Team Leadership, Photoshop, Microsoft Excel, InDesign, HTML scripting, Team Building, Analysis, Time Management, Teamwork, Research, Databases, Excel Macros
Education
Susquehanna University 2012 — 2016
Bachelor of Science (BS), Finance, General, Senior
Vesalius College 2014 — 2014
Danville Area High School 2008 — 2012
Robert A. Keers Robert A. Keers's Stifel Financial Corp. Experience June 2014 - August 2014
Job Student at University of Connecticut
Industry Financial Services
Experience
GR-NEAM June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Stifel Financial Corp. June 2013 - August 2013
Lake Club May 2013 - August 2013
Wilton Soccer Association September 2006 - August 2013
Wilton YMCA June 2012 - August 2012
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor's degree, Finance, Junior
Ursinus College 2012 — 2013
Economics
Wilton High School 2008 — 2012
GR-NEAM June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Stifel Financial Corp. June 2013 - August 2013
Lake Club May 2013 - August 2013
Wilton Soccer Association September 2006 - August 2013
Wilton YMCA June 2012 - August 2012
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor's degree, Finance, Junior
Ursinus College 2012 — 2013
Economics
Wilton High School 2008 — 2012
Eric Bai Eric Bai's Stifel Financial Corp. Experience June 2015 - August 2015
Job Student at New York University
Industry
Experience
Stifel Financial Corp. June 2015 - August 2015
Macquarie Group May 2014 - August 2014
New York University January 2014 - May 2014
TeamChildren June 2013 - August 2013
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Bachelor of Science (BS), Economic Theory and Finance
Università Commerciale 'Luigi Bocconi' 2014 — 2014
New York University College of Arts and Sciences 2012 — 2013
Bachelor of Arts (BA), Economic Theory, 3.865
Methacton High School 2008 — 2012
Diploma
Stifel Financial Corp. June 2015 - August 2015
Macquarie Group May 2014 - August 2014
New York University January 2014 - May 2014
TeamChildren June 2013 - August 2013
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Bachelor of Science (BS), Economic Theory and Finance
Università Commerciale 'Luigi Bocconi' 2014 — 2014
New York University College of Arts and Sciences 2012 — 2013
Bachelor of Arts (BA), Economic Theory, 3.865
Methacton High School 2008 — 2012
Diploma
Will Lankford's Stifel Financial Corp. Experience June 2015 - Present
Job Financial Institutions Stategist at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee November 2013 - June 2015
Sterne Agee May 2010 - November 2013
Education
University of Alabama
Bachelor of Science, Finance (Corporate Finance and Investment Management)
University of Alabama, Manderson Graduate School of Business
Masters of Science, Finance
Stifel Financial Corp. June 2015 - Present
Sterne Agee November 2013 - June 2015
Sterne Agee May 2010 - November 2013
Education
University of Alabama
Bachelor of Science, Finance (Corporate Finance and Investment Management)
University of Alabama, Manderson Graduate School of Business
Masters of Science, Finance
Cory Reamer's Stifel Financial Corp. Experience June 2015 - Present
Job Fixed Income with Sterne Agee
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee January 2011 - June 2015
New York Jets May 2010 - October 2010
Skills
Investments, Portfolio Management
Education
University of Alabama 2009 — 2010
Master's degree, Sports Management
University of Alabama 2005 — 2010
Bachelor's degree, Finance, General
Stifel Financial Corp. June 2015 - Present
Sterne Agee January 2011 - June 2015
New York Jets May 2010 - October 2010
Skills
Investments, Portfolio Management
Education
University of Alabama 2009 — 2010
Master's degree, Sports Management
University of Alabama 2005 — 2010
Bachelor's degree, Finance, General
Sara Flood Sara Flood's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Johns Hopkins University August 2012 - May 2014
Stifel Financial Corp. June 2013 - August 2013
Accenture June 2012 - August 2012
Federal Hill Main Street November 2011 - February 2012
Skills
Microsoft Excel, PowerPoint, Capital IQ, Bloomberg Terminal, Financial Analysis, Microsoft Office, Financial Modeling
Education
The Johns Hopkins University 2010 — 2014
Applied Mathematics and Economics, 3.9/4.0
Brookfield High School
Stifel Financial Corp. July 2014 - Present
Johns Hopkins University August 2012 - May 2014
Stifel Financial Corp. June 2013 - August 2013
Accenture June 2012 - August 2012
Federal Hill Main Street November 2011 - February 2012
Skills
Microsoft Excel, PowerPoint, Capital IQ, Bloomberg Terminal, Financial Analysis, Microsoft Office, Financial Modeling
Education
The Johns Hopkins University 2010 — 2014
Applied Mathematics and Economics, 3.9/4.0
Brookfield High School
William McArdle William McArdle's Stifel Financial Corp. Experience January 2014 - July 2015
Job Investor Relations at Markets Group
Industry Financial Services
Experience
Markets Group September 2015 - Present
Stifel Financial Corp. January 2014 - July 2015
Merrill Lynch May 2013 - August 2013
Belltower Books May 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Wealth Management Work..., PowerPoint, Management, Access, Accounting, Customer Service, Outlook, Financial Analysis, Time Management, Forecasting, Leadership, Finance, Portfolio Management
Education
SUNY New Paltz 2011 — 2015
Bachelor’s Degree, Business/Commerce, General
Chaminade High School 2007 — 2011
Markets Group September 2015 - Present
Stifel Financial Corp. January 2014 - July 2015
Merrill Lynch May 2013 - August 2013
Belltower Books May 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Wealth Management Work..., PowerPoint, Management, Access, Accounting, Customer Service, Outlook, Financial Analysis, Time Management, Forecasting, Leadership, Finance, Portfolio Management
Education
SUNY New Paltz 2011 — 2015
Bachelor’s Degree, Business/Commerce, General
Chaminade High School 2007 — 2011
Wesley Dwyer Wesley Dwyer's Stifel Financial Corp. Experience July 2014 - Present
Job Senior Investment Banking Analyst Energy & Natural Resources
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Pennybacker Capital LLC September 2013 - March 2014
Bank of America Merrill Lynch July 2012 - September 2013
National Center for Policy Analysis May 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
National Center for Policy Analysis 2010 - 2010
Skills
Financial Modeling, Valuation, Economics, Energy, Policy Analysis, PowerPoint, Public Speaking, Microsoft Excel, Research, Financial Analysis, Political Science, Qualitative Research, Investment Banking, Investments, Mergers
Education
The University of Texas at Dallas
BA, Economics
Stifel Financial Corp. July 2014 - Present
Pennybacker Capital LLC September 2013 - March 2014
Bank of America Merrill Lynch July 2012 - September 2013
National Center for Policy Analysis May 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
National Center for Policy Analysis 2010 - 2010
Skills
Financial Modeling, Valuation, Economics, Energy, Policy Analysis, PowerPoint, Public Speaking, Microsoft Excel, Research, Financial Analysis, Political Science, Qualitative Research, Investment Banking, Investments, Mergers
Education
The University of Texas at Dallas
BA, Economics
Barrett Smith Barrett Smith's Stifel Financial Corp. Experience May 2012 - Present
Job Fixed Income at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Cantor Fitzgerald February 2006 - August 2008
Skills
Series 7, Fixed Income, Financial Analysis, Bloomberg, Series 63, Securities, Strategic Financial..., Investment Advisory, Bonds, Banking, Finance, Investment Strategies, Derivatives, Financial Markets, Life Insurance
Education
The University of Memphis
Stifel Financial Corp. May 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Cantor Fitzgerald February 2006 - August 2008
Skills
Series 7, Fixed Income, Financial Analysis, Bloomberg, Series 63, Securities, Strategic Financial..., Investment Advisory, Bonds, Banking, Finance, Investment Strategies, Derivatives, Financial Markets, Life Insurance
Education
The University of Memphis
Arian Jafari Arian Jafari's Stifel Financial Corp. Experience June 2013 - August 2013
Job Business Advisory Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2015 - Present
Krueger Real Estate June 2015 - Present
Econo Cars, Inc. December 2010 - Present
Air Liquide June 2014 - August 2014
Seitel January 2014 - May 2014
Stifel Financial Corp. June 2013 - August 2013
Skills
Investments, Financial Advisory, Real Estate, Corporate Finance, Microsoft Excel, Entrepreneurship, Public Speaking, Customer Service, Microsoft Office, Microsoft Word, Investment Properties, PowerPoint, Research, HTML, Financial Analysis
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Grant Thornton LLP September 2015 - Present
Krueger Real Estate June 2015 - Present
Econo Cars, Inc. December 2010 - Present
Air Liquide June 2014 - August 2014
Seitel January 2014 - May 2014
Stifel Financial Corp. June 2013 - August 2013
Skills
Investments, Financial Advisory, Real Estate, Corporate Finance, Microsoft Excel, Entrepreneurship, Public Speaking, Customer Service, Microsoft Office, Microsoft Word, Investment Properties, PowerPoint, Research, HTML, Financial Analysis
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Roxanna Islam Roxanna Islam's Stifel Financial Corp. Experience February 2015 - Present
Job Equity Research Associate at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. February 2015 - Present
Wells Fargo Advisors April 2013 - February 2015
Wells Fargo Advisors July 2011 - March 2013
Wells Fargo Advisors July 2011 - April 2012
Skills
Closed-end Funds, Equity Research, ETFs, Equities, Investment Research, Fixed Income, Energy Industry, Oil & Gas, Oil & Gas Industry, Industrial Sector, Equity Research Analysis, Security Analysis, Utilities, Credit Analysis, Investment Management, Corporate Credit, Bond Markets, Corporate Finance, Bloomberg Terminal, Fixed Income Strategies, Series 7, Energy, Microsoft Office, Financial Analysis, Finance, Writing, Public Speaking, Series 66, Customer Service, Product Management, Report Writing, SEC filings, English Literature, Research, Bloomberg, Investments, Strategy, FactSet, Morningstar, SQL, Access
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance - Investment Management
The University of Texas at Austin 2007 — 2011
BA, Plan II Honors
Stifel Financial Corp. February 2015 - Present
Wells Fargo Advisors April 2013 - February 2015
Wells Fargo Advisors July 2011 - March 2013
Wells Fargo Advisors July 2011 - April 2012
Skills
Closed-end Funds, Equity Research, ETFs, Equities, Investment Research, Fixed Income, Energy Industry, Oil & Gas, Oil & Gas Industry, Industrial Sector, Equity Research Analysis, Security Analysis, Utilities, Credit Analysis, Investment Management, Corporate Credit, Bond Markets, Corporate Finance, Bloomberg Terminal, Fixed Income Strategies, Series 7, Energy, Microsoft Office, Financial Analysis, Finance, Writing, Public Speaking, Series 66, Customer Service, Product Management, Report Writing, SEC filings, English Literature, Research, Bloomberg, Investments, Strategy, FactSet, Morningstar, SQL, Access
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance - Investment Management
The University of Texas at Austin 2007 — 2011
BA, Plan II Honors
Corey McCullough Corey McCullough's Stifel Financial Corp. Experience January 2009 - October 2009
Job M.B.A Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
Montague DeRose and Associates LLC October 2009 - Present
Stifel Financial Corp. January 2009 - October 2009
Citi July 2007 - November 2008
Skills
New Business Development, Ratings Advisory, Transaction Management, Transaction Schedule..., Bond Pricing Research, Microsoft Office, DBC, Project Management
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
The Johns Hopkins University 2003 — 2007
Bachelor of Science (B.S.), Environmental Engineering Technology/Environmental Technology
Montague DeRose and Associates LLC October 2009 - Present
Stifel Financial Corp. January 2009 - October 2009
Citi July 2007 - November 2008
Skills
New Business Development, Ratings Advisory, Transaction Management, Transaction Schedule..., Bond Pricing Research, Microsoft Office, DBC, Project Management
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
The Johns Hopkins University 2003 — 2007
Bachelor of Science (B.S.), Environmental Engineering Technology/Environmental Technology
Kyle Stelma Kyle Stelma's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Tudor, Pickering, Holt & Co. January 2014 - April 2014
Teacher Retirement System of Texas June 2013 - August 2013
Group IV Member November 2011 - May 2013
Skills
Investment Banking, Oil & Gas Industry, Financial Modeling, Financial Analysis, Pitch Books, Microsoft Excel, PowerPoint, Financial Accounting, VBA, Microsoft Word, Bloomberg Terminal
Education
Texas A&M University 2009 — 2014
Bachelor of Business Administration (BBA), Finance
Stifel Financial Corp. July 2014 - Present
Tudor, Pickering, Holt & Co. January 2014 - April 2014
Teacher Retirement System of Texas June 2013 - August 2013
Group IV Member November 2011 - May 2013
Skills
Investment Banking, Oil & Gas Industry, Financial Modeling, Financial Analysis, Pitch Books, Microsoft Excel, PowerPoint, Financial Accounting, VBA, Microsoft Word, Bloomberg Terminal
Education
Texas A&M University 2009 — 2014
Bachelor of Business Administration (BBA), Finance
John W. Damian John W. Damian's Stifel Financial Corp. Experience December 2005 - November 2009
Job Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2009 - Present
Stifel Financial Corp. December 2005 - November 2009
Legg Mason January 2004 - December 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Mergers & Acquisitions, Divestitures, Capital Raising, Business Valuation, Investment Banking, Private Equity, Investments, Accounting
Education
Vanderbilt University
MBA, Finance and Strategy
Towson University
Bachelor's Degree, Accounting
Janney Montgomery Scott November 2009 - Present
Stifel Financial Corp. December 2005 - November 2009
Legg Mason January 2004 - December 2005
Skills
Financial Analysis, Strategy, Financial Modeling, Mergers & Acquisitions, Divestitures, Capital Raising, Business Valuation, Investment Banking, Private Equity, Investments, Accounting
Education
Vanderbilt University
MBA, Finance and Strategy
Towson University
Bachelor's Degree, Accounting
Amani Murph, MBA Amani Murph, MBA's Stifel Financial Corp. Experience August 2007 - February 2008
Job Financial Advisor helping people making smart decisions with their money.
Industry Financial Services
Experience
AIG Financial Network October 2014 - Present
Jackson National Life July 2011 - September 2014
Rejoice Ministries September 2007 - September 2011
New York Life Insurance Company March 2010 - July 2011
Method58 August 2006 - January 2010
The Juice Bar August 2006 - December 2009
Stifel Financial Corp. August 2007 - February 2008
Merrill Lynch Pierce & Fenner April 2006 - October 2006
The Red Carpet Lounge/The Six One Five January 2004 - June 2005
Skills
Sales, Mutual Funds, Project Planning, Finance, Marketing, Time Management, Retirement, Fixed Annuities, Financial Services, Series 7, Securities, Alternative Investments, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Consulting, Strategic Planning, Salesforce.com, Investments, Series 63, Retirement Planning, Team Building, Sales Management, Microsoft Excel, Business Development, Management, Marketing Strategy, Advertising, Microsoft Office, Small Business, Public Speaking, Series 6, Cold Calling
Education
Tennessee State University 2003 — 2005
MBA, Marketing and Management
Tennessee State University 1997 — 2003
BS, Political Science
AIG Financial Network October 2014 - Present
Jackson National Life July 2011 - September 2014
Rejoice Ministries September 2007 - September 2011
New York Life Insurance Company March 2010 - July 2011
Method58 August 2006 - January 2010
The Juice Bar August 2006 - December 2009
Stifel Financial Corp. August 2007 - February 2008
Merrill Lynch Pierce & Fenner April 2006 - October 2006
The Red Carpet Lounge/The Six One Five January 2004 - June 2005
Skills
Sales, Mutual Funds, Project Planning, Finance, Marketing, Time Management, Retirement, Fixed Annuities, Financial Services, Series 7, Securities, Alternative Investments, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Consulting, Strategic Planning, Salesforce.com, Investments, Series 63, Retirement Planning, Team Building, Sales Management, Microsoft Excel, Business Development, Management, Marketing Strategy, Advertising, Microsoft Office, Small Business, Public Speaking, Series 6, Cold Calling
Education
Tennessee State University 2003 — 2005
MBA, Marketing and Management
Tennessee State University 1997 — 2003
BS, Political Science
Brenda Lora's Stifel Financial Corp. Experience August 2009 - May 2010
Job Account Manager, Latin America at Frontier Strategy Group
Industry Management Consulting
Experience
Frontier Strategy Group April 2012 - Present
Frontier Strategy Group (FSG) January 2011 - March 2012
Group of Fifty July 2010 - December 2010
Stifel Financial Corp. August 2009 - May 2010
Skills
Emerging Markets, Economics, International Business, Strategy, Management Consulting, Latin America, Portfolio Management, Market Research, Business Strategy, Strategic Partnerships, Strategic Planning, New Business Development, Account Management, Salesforce.com, Forecasting, Market Analysis, Business Development
Education
University of Virginia 2006 — 2010
B.A., Economics - International Economics
Universidad Metropolitana (VE) 2005 — 2006
Study Abroad - Business Administration
Frontier Strategy Group April 2012 - Present
Frontier Strategy Group (FSG) January 2011 - March 2012
Group of Fifty July 2010 - December 2010
Stifel Financial Corp. August 2009 - May 2010
Skills
Emerging Markets, Economics, International Business, Strategy, Management Consulting, Latin America, Portfolio Management, Market Research, Business Strategy, Strategic Partnerships, Strategic Planning, New Business Development, Account Management, Salesforce.com, Forecasting, Market Analysis, Business Development
Education
University of Virginia 2006 — 2010
B.A., Economics - International Economics
Universidad Metropolitana (VE) 2005 — 2006
Study Abroad - Business Administration
Gregg Thatcher, CFA® Gregg Thatcher, CFA®'s Stifel Financial Corp. Experience January 1997 - April 2000
Job Vice President Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
HTE April 2001 - February 2011
Stifel Financial Corp. January 1997 - April 2000
Piper Jaffray March 1989 - January 1997
Skills
Nonprofits, Leadership, Public Speaking, Real Estate Development, Real Estate, Property Management, Securities, Brokerage, Investment Properties, Capital Markets, Financial Advisory, Finance, Financial Analysis, Portfolio Management
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Agricultural Economics
Fountain Valley School of Colorado
Raymond James Financial Inc. Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
HTE April 2001 - February 2011
Stifel Financial Corp. January 1997 - April 2000
Piper Jaffray March 1989 - January 1997
Skills
Nonprofits, Leadership, Public Speaking, Real Estate Development, Real Estate, Property Management, Securities, Brokerage, Investment Properties, Capital Markets, Financial Advisory, Finance, Financial Analysis, Portfolio Management
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Agricultural Economics
Fountain Valley School of Colorado
Antonio Mattera's Stifel Financial Corp. Experience June 2013 - Present
Job Business Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. June 2013 - Present
Stifel, Nicolaus & Company, Incorporated July 2012 - May 2013
Stifel, Nicolaus & Company, Incorporated July 2010 - July 2012
Spring Hill College October 2006 - May 2010
Spring Hill Baseball 2006 - 2010
HoneyBaked Ham December 2006 - December 2009
Skills
Analysis, PowerPoint, Customer Service, Team Leadership, Microsoft Office, Public Speaking, Outlook, Coaching, Employee Relations, Fitness, Sales, Weight Training, Photoshop, Windows, Troubleshooting, SQL, Hold Series 7, Customer Relations, Word, Problem Solving, Documentation, Excel, Writing
Education
Spring Hill College 2006 — 2010
B.S., Finance/ Economics
St. Louis University High School 2002 — 2006
Stifel Financial Corp. June 2013 - Present
Stifel, Nicolaus & Company, Incorporated July 2012 - May 2013
Stifel, Nicolaus & Company, Incorporated July 2010 - July 2012
Spring Hill College October 2006 - May 2010
Spring Hill Baseball 2006 - 2010
HoneyBaked Ham December 2006 - December 2009
Skills
Analysis, PowerPoint, Customer Service, Team Leadership, Microsoft Office, Public Speaking, Outlook, Coaching, Employee Relations, Fitness, Sales, Weight Training, Photoshop, Windows, Troubleshooting, SQL, Hold Series 7, Customer Relations, Word, Problem Solving, Documentation, Excel, Writing
Education
Spring Hill College 2006 — 2010
B.S., Finance/ Economics
St. Louis University High School 2002 — 2006
Theo Donnay's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Vanderbilt University August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Vanderbilt University December 2014 - May 2015
Stifel Financial Corp. June 2014 - August 2014
T. Rowe Price June 2012 - June 2012
Maryland House of Delegates January 2012 - March 2012
NPR June 2011 - August 2011
US Congress June 2010 - August 2011
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (BS), Political Science and Government
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics
Gilman 2007 — 2012
High School
Vanderbilt University August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Vanderbilt University December 2014 - May 2015
Stifel Financial Corp. June 2014 - August 2014
T. Rowe Price June 2012 - June 2012
Maryland House of Delegates January 2012 - March 2012
NPR June 2011 - August 2011
US Congress June 2010 - August 2011
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (BS), Political Science and Government
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics
Gilman 2007 — 2012
High School
William Chow William Chow's Stifel Financial Corp. Experience June 2015 - Present
Job Student at University of California, Berkeley
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - Present
MergerTech Advisors September 2014 - November 2014
Vizeum June 2014 - August 2014
Cooperative Center Federal Credit Union August 2013 - February 2014
FibroGen June 2012 - August 2012
Skills
Microsoft Office, Social Media, Teamwork, English, Research, Team Leadership, Public Speaking, Windows, Finance, Valuation, Investment Banking, Digital Media, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Business Strategy, Investments
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley
Bachelor's Degree, Statistics
Stifel Financial Corp. June 2015 - Present
MergerTech Advisors September 2014 - November 2014
Vizeum June 2014 - August 2014
Cooperative Center Federal Credit Union August 2013 - February 2014
FibroGen June 2012 - August 2012
Skills
Microsoft Office, Social Media, Teamwork, English, Research, Team Leadership, Public Speaking, Windows, Finance, Valuation, Investment Banking, Digital Media, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Business Strategy, Investments
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley
Bachelor's Degree, Statistics
Jeremy Schwartz's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2014 - Present
Barclays July 2013 - August 2013
Johns Hopkins Hospital September 2011 - December 2011
(RED) June 2011 - August 2011
Westport Tennis Club May 2010 - August 2011
Skills
Optimization, Microsoft Excel, Microsoft Word, PowerPoint, Mathematics, Data Analysis, Analysis, Economics, Statistics, Financial Modeling, Financial Analysis, Bloomberg
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics & Statistics; Finance Concentration; Pre-Med
Stifel Financial Corp. July 2014 - Present
Barclays July 2013 - August 2013
Johns Hopkins Hospital September 2011 - December 2011
(RED) June 2011 - August 2011
Westport Tennis Club May 2010 - August 2011
Skills
Optimization, Microsoft Excel, Microsoft Word, PowerPoint, Mathematics, Data Analysis, Analysis, Economics, Statistics, Financial Modeling, Financial Analysis, Bloomberg
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics & Statistics; Finance Concentration; Pre-Med
Jack Leeper Jack Leeper's Stifel Financial Corp. Experience May 2015 - Present
Job Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
CVS Caremark Corporation June 2013 - April 2015
Skills
Finance, Microsoft Excel
Education
University of Arizona 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Horizon High School 2004 — 2008
Stifel Financial Corp. May 2015 - Present
CVS Caremark Corporation June 2013 - April 2015
Skills
Finance, Microsoft Excel
Education
University of Arizona 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Horizon High School 2004 — 2008
John Hardig's Stifel Financial Corp. Experience September 2003 - February 2012
Job Chief Financial Officer at XPO Logistics, Inc.
Industry Logistics and Supply Chain
Experience
XPO Logistics, Inc. February 2012 - Present
Stifel Financial Corp. September 2003 - February 2012
Deutsche Bank June 1995 - December 2002
Ford Motor Company June 1992 - September 1994
Skills
Mergers & Acquisitions, Risk Management, Logistics, Finance, Transportation, Management, Corporate Finance, Budgets, Investment Banking, Project Planning
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (BS), Mechanical Engineering
University of Michigan 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
XPO Logistics, Inc. February 2012 - Present
Stifel Financial Corp. September 2003 - February 2012
Deutsche Bank June 1995 - December 2002
Ford Motor Company June 1992 - September 1994
Skills
Mergers & Acquisitions, Risk Management, Logistics, Finance, Transportation, Management, Corporate Finance, Budgets, Investment Banking, Project Planning
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (BS), Mechanical Engineering
University of Michigan 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Victoria Hieken Victoria Hieken's Stifel Financial Corp. Experience May 2013 - August 2014
Job Student at the University of MissouriColumbia
Industry Sports
Experience
Stifel Financial Corp. May 2013 - August 2014
YMCA of Greater St. Louis May 2013 - August 2013
Ellisville Parks and Recreation May 2013 - August 2013
Ascension Parish August 2008 - November 2012
Ellisville Parks and Recreation September 2012 - September 2012
Midwest Pool Management June 2011 - August 2012
Midwest Pool Management February 2011 - August 2012
Skills
Microsoft Office, People Skills, Children, Childcare, Babysitting, Friendly Personality, Athletics, Social Networking, Social Skills, Love to Cook, Shopping, Volunteering, Research, Public Speaking, AED, Cpr Certified, Time Management, First Aid, Patience, Sports, Determination, Swim Instruction, Running, People-oriented, Facebook, Cash Register, Enthusiasm to learn, Always Punctual, Telephone Skills, Close Attention to..., Fitness
Education
University of Missouri - Columbia 2013 — 2015
Bachelor’s Degree, Nutritional Sciences
St. Louis Community College 2012 — 2012
Stifel Financial Corp. May 2013 - August 2014
YMCA of Greater St. Louis May 2013 - August 2013
Ellisville Parks and Recreation May 2013 - August 2013
Ascension Parish August 2008 - November 2012
Ellisville Parks and Recreation September 2012 - September 2012
Midwest Pool Management June 2011 - August 2012
Midwest Pool Management February 2011 - August 2012
Skills
Microsoft Office, People Skills, Children, Childcare, Babysitting, Friendly Personality, Athletics, Social Networking, Social Skills, Love to Cook, Shopping, Volunteering, Research, Public Speaking, AED, Cpr Certified, Time Management, First Aid, Patience, Sports, Determination, Swim Instruction, Running, People-oriented, Facebook, Cash Register, Enthusiasm to learn, Always Punctual, Telephone Skills, Close Attention to..., Fitness
Education
University of Missouri - Columbia 2013 — 2015
Bachelor’s Degree, Nutritional Sciences
St. Louis Community College 2012 — 2012
Jeremy Nelson's Stifel Financial Corp. Experience January 2014 - May 2014
Job Summer Private Equity Analyst at Camden Partners Holdings
Industry Financial Services
Experience
Signal Hill Capital September 2014 - December 2014
Cicero Capital Partners June 2014 - August 2014
Stifel Financial Corp. January 2014 - May 2014
Johns Hopkins Institute for Applied Economics January 2013 - January 2014
Office of Professor Steven David May 2013 - October 2013
Wells Fargo May 2013 - August 2013
U.S. State Department- Benjamin Franklin Summer Diplomacy Institute June 2011 - August 2011
U.S. State Department National Security Language Initiative June 2010 - August 2010
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, International Economics, Data Analysis, Financial Analysis, Financial Modeling, Bloomberg Terminal, Corporate Finance
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations
Minnetonka High School 2008 — 2012
Signal Hill Capital September 2014 - December 2014
Cicero Capital Partners June 2014 - August 2014
Stifel Financial Corp. January 2014 - May 2014
Johns Hopkins Institute for Applied Economics January 2013 - January 2014
Office of Professor Steven David May 2013 - October 2013
Wells Fargo May 2013 - August 2013
U.S. State Department- Benjamin Franklin Summer Diplomacy Institute June 2011 - August 2011
U.S. State Department National Security Language Initiative June 2010 - August 2010
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, International Economics, Data Analysis, Financial Analysis, Financial Modeling, Bloomberg Terminal, Corporate Finance
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations
Minnetonka High School 2008 — 2012
Timothy McCarty Timothy McCarty's Stifel Financial Corp. Experience July 2012 - March 2013
Job Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan September 2015 - Present
Hanke-Guttridge Capital Management August 2014 - July 2015
J.P. Morgan June 2014 - August 2014
LG Capital Management March 2013 - July 2013
Stifel Financial Corp. July 2012 - March 2013
Middleton Gardiner Group, LLC August 2011 - June 2012
Merrill Lynch June 2011 - August 2011
MSG Promotions Inc. May 2011 - June 2011
Abington Memorial Hospital May 2010 - July 2010
MSG Promotions Inc. May 2009 - July 2009
Skills
Analysis, Leadership, Entrepreneurship, Investments, Portfolio Management, Equity Research, Economics, Asset Management, Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.) (With Honors & Phi Beta Kappa)), Economics
Germantown Academy 2005 — 2008
J.P. Morgan September 2015 - Present
Hanke-Guttridge Capital Management August 2014 - July 2015
J.P. Morgan June 2014 - August 2014
LG Capital Management March 2013 - July 2013
Stifel Financial Corp. July 2012 - March 2013
Middleton Gardiner Group, LLC August 2011 - June 2012
Merrill Lynch June 2011 - August 2011
MSG Promotions Inc. May 2011 - June 2011
Abington Memorial Hospital May 2010 - July 2010
MSG Promotions Inc. May 2009 - July 2009
Skills
Analysis, Leadership, Entrepreneurship, Investments, Portfolio Management, Equity Research, Economics, Asset Management, Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.) (With Honors & Phi Beta Kappa)), Economics
Germantown Academy 2005 — 2008
Tina Bommarito Tina Bommarito's Stifel Financial Corp. Experience 1995 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Stifel Financial Corp. 1995 - 2008
Skills
Mutual Funds, Retirement Plans, Investments, Retirement Planning, Wealth Management, Retirement, Securities, Equities, Alternative Investments, Fixed Annuities, Asset Allocation, Investment Strategies, Investment Advisory
Education
St. Francis College 1989 — 1992
Bachelor of Arts (B.A.)
Stifel Financial Corp. 1995 - 2008
Skills
Mutual Funds, Retirement Plans, Investments, Retirement Planning, Wealth Management, Retirement, Securities, Equities, Alternative Investments, Fixed Annuities, Asset Allocation, Investment Strategies, Investment Advisory
Education
St. Francis College 1989 — 1992
Bachelor of Arts (B.A.)
Marc Rogalski Marc Rogalski's Stifel Financial Corp. Experience July 2014 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Prudential Financial July 2012 - July 2014
The Lucas Group June 2011 - August 2011
Bunge June 2010 - August 2010
Skills
Bloomberg, Financial Analysis, Economics, Microsoft Excel, Due Diligence, PowerPoint, Microsoft Office, Financial Modeling, Fixed Income, Research
Education
Swarthmore College 2008 — 2012
BA, Economics
Stifel Financial Corp. July 2014 - Present
Prudential Financial July 2012 - July 2014
The Lucas Group June 2011 - August 2011
Bunge June 2010 - August 2010
Skills
Bloomberg, Financial Analysis, Economics, Microsoft Excel, Due Diligence, PowerPoint, Microsoft Office, Financial Modeling, Fixed Income, Research
Education
Swarthmore College 2008 — 2012
BA, Economics
Jonathan Ladewig, PMP Jonathan Ladewig, PMP's Stifel Financial Corp. Experience October 2013 - Present
Job Equity Research Associate at Stifel
Industry Defense & Space
Experience
Stifel Financial Corp. October 2013 - Present
SAIC December 2009 - October 2013
L-3 Communications, GS&ES April 2006 - November 2009
Lake Research Partners April 2002 - March 2006
Wake Forest University - Department of Communication May 2000 - September 2000
Skills
Series 7, Series 63, Financial Analysis, Securities, Government Contracting, International Finance, Database Management, IT Strategy, Database Admin, Project Management, PMP, Analysis, Integration, Leadership, Strategy, Navy, Financial Modeling, Security Clearance, Management, Mergers & Acquisitions, Data Analysis, Finance, Strategic Planning, Program Management, Research
Education
The George Washington University - School of Business 2007 — 2010
MBA, Finance & Invesments
Wake Forest University 1997 — 2001
BA, Communication
Stifel Financial Corp. October 2013 - Present
SAIC December 2009 - October 2013
L-3 Communications, GS&ES April 2006 - November 2009
Lake Research Partners April 2002 - March 2006
Wake Forest University - Department of Communication May 2000 - September 2000
Skills
Series 7, Series 63, Financial Analysis, Securities, Government Contracting, International Finance, Database Management, IT Strategy, Database Admin, Project Management, PMP, Analysis, Integration, Leadership, Strategy, Navy, Financial Modeling, Security Clearance, Management, Mergers & Acquisitions, Data Analysis, Finance, Strategic Planning, Program Management, Research
Education
The George Washington University - School of Business 2007 — 2010
MBA, Finance & Invesments
Wake Forest University 1997 — 2001
BA, Communication
Jonathan Conley Jonathan Conley's Stifel Financial Corp. Experience June 2015 - Present
Job Alternative Investment Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
JPMorgan Chase May 2014 - June 2015
Edwards Student Housing Management Company January 2014 - June 2014
NCADA - St. Louis Area June 2008 - August 2010
Skills
Teamwork, Program Budgeting, Chinese Language Skills, Microsoft Office, Leadership, Presentations, International Exposure, Public Speaking, Market Research, Strategic Planning, Bloomberg Terminal, Management, Time Management
Education
The Ohio State University 2011 — 2015
Bachelor of Arts (BA), Chinese Language and Literature, GPA 3.79
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, GPA 3.79
Stifel Financial Corp. June 2015 - Present
JPMorgan Chase May 2014 - June 2015
Edwards Student Housing Management Company January 2014 - June 2014
NCADA - St. Louis Area June 2008 - August 2010
Skills
Teamwork, Program Budgeting, Chinese Language Skills, Microsoft Office, Leadership, Presentations, International Exposure, Public Speaking, Market Research, Strategic Planning, Bloomberg Terminal, Management, Time Management
Education
The Ohio State University 2011 — 2015
Bachelor of Arts (BA), Chinese Language and Literature, GPA 3.79
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, GPA 3.79
Jonathan Mest's Stifel Financial Corp. Experience July 2012 - January 2014
Job Solutions Consultant at 1010data
Industry Financial Services
Experience
1010data January 2014 - Present
Stifel Financial Corp. July 2012 - January 2014
Radian June 2010 - August 2010
Skills
Finance, Investment Banking, Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, DCF, Fixed Income, Capital Markets, Financial Analysis, Corporate Finance, Equity Valuation, Investments, Mortgage Lending, Risk Management, Loans, Data Analysis, Programming, Business Strategy
Education
The Johns Hopkins University 2011 — 2012
Master of Science in Engineering, Applied Mathematics
The Johns Hopkins University 2008 — 2012
BS, Applied Mathematics and Statistics
1010data January 2014 - Present
Stifel Financial Corp. July 2012 - January 2014
Radian June 2010 - August 2010
Skills
Finance, Investment Banking, Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, DCF, Fixed Income, Capital Markets, Financial Analysis, Corporate Finance, Equity Valuation, Investments, Mortgage Lending, Risk Management, Loans, Data Analysis, Programming, Business Strategy
Education
The Johns Hopkins University 2011 — 2012
Master of Science in Engineering, Applied Mathematics
The Johns Hopkins University 2008 — 2012
BS, Applied Mathematics and Statistics
Ellen van Bolhuis Bergman Ellen van Bolhuis Bergman's Stifel Financial Corp. Experience June 2004 - November 2007
Job Highly motivated professional with proven track record in investments, banking, sales, real estate and business support
Industry Financial Services
Experience
Edward Jones April 2014 - March 2015
First Bank of Highland Park/Salem Group April 2012 - May 2013
Wells Fargo Advisors - Cohen Capital Corporation August 2009 - January 2010
Credit Suisse May 2008 - June 2009
Baird & Warner Real Estate April 2007 - May 2008
Stifel Financial Corp. June 2004 - November 2007
Koenig & Strey Real Living June 2002 - June 2004
North American Internatinal Corporation January 2001 - June 2004
Northwestern University April 1997 - December 2001
First National Bank of Chicago/Bank One - now Morgan Chase October 1987 - October 1995
Skills
Banking, Insurance, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Microsoft Excel, Real Estate, Microsoft Office, Credit, Sales, Leadership, Finance, Loans, Commercial Lending, Mortgage Lending, Credit Analysis, Investments, Budgets, Financial Risk, Management, Accounting, Portfolio Management, Human Resources, Financial Services, Marketing, Asset Management, Mutual Funds, Wealth Management, Due Diligence, Equities
Education
Stockholm University 1975 — 1979
Post Graduate Studies in Economics and Finance
Handelshogskolan i Stockholm/Stockholm School of Economics 1967 — 1972
Civil Ekonom mini MBA, Business Administration, Finance, Economics
Stockholms Stads Handelsgymnasium 1963 — 1966
Gymnasie Ekonom, Acounting and Finance
Edward Jones April 2014 - March 2015
First Bank of Highland Park/Salem Group April 2012 - May 2013
Wells Fargo Advisors - Cohen Capital Corporation August 2009 - January 2010
Credit Suisse May 2008 - June 2009
Baird & Warner Real Estate April 2007 - May 2008
Stifel Financial Corp. June 2004 - November 2007
Koenig & Strey Real Living June 2002 - June 2004
North American Internatinal Corporation January 2001 - June 2004
Northwestern University April 1997 - December 2001
First National Bank of Chicago/Bank One - now Morgan Chase October 1987 - October 1995
Skills
Banking, Insurance, Financial Analysis, Customer Service, Risk Management, Strategic Planning, Microsoft Excel, Real Estate, Microsoft Office, Credit, Sales, Leadership, Finance, Loans, Commercial Lending, Mortgage Lending, Credit Analysis, Investments, Budgets, Financial Risk, Management, Accounting, Portfolio Management, Human Resources, Financial Services, Marketing, Asset Management, Mutual Funds, Wealth Management, Due Diligence, Equities
Education
Stockholm University 1975 — 1979
Post Graduate Studies in Economics and Finance
Handelshogskolan i Stockholm/Stockholm School of Economics 1967 — 1972
Civil Ekonom mini MBA, Business Administration, Finance, Economics
Stockholms Stads Handelsgymnasium 1963 — 1966
Gymnasie Ekonom, Acounting and Finance
Garry Stegeland Garry Stegeland's Stifel Financial Corp. Experience July 2002 - Present
Job Senior Vice President & CCO at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. July 2002 - Present
Stifel Financial Corp. 2002 - Present
Ryan Beck & Co. July 2002 - February 2007
UBS Financial Services 2000 - 2002
PaineWebber 1988 - 2002
Shearson Lehman/American Express December 1986 - July 1988
Skills
Securities Regulation, Mutual Funds, Series 7, Series 24, FINRA, Securities, KYC, Investment Advisory, AML, Securities Litigation, SEC, Corporate Governance, Hedge Funds, Arbitration, Capital Markets, Litigation, Financial Services, Due Diligence, Equities, Alternative Investments, Investments, Broker-Dealer, Equity Trading, Fixed Income, Corporate Law, Estate Planning, Series 63, Asset Management, Wealth Management..., Series 65, Investment Management, Structured Finance, Derivatives, OFAC, USA PATRIOT Act, ETFs, Investment Banking, Legal Compliance, Financial Markets, Private Placements, Asset Allocation, Private Equity, Uniform Combined State..., Financial Regulation, Wealth Management
Education
St. John's University School of Law 1975 — 1978
JD, Law
Stifel Financial Corp. July 2002 - Present
Stifel Financial Corp. 2002 - Present
Ryan Beck & Co. July 2002 - February 2007
UBS Financial Services 2000 - 2002
PaineWebber 1988 - 2002
Shearson Lehman/American Express December 1986 - July 1988
Skills
Securities Regulation, Mutual Funds, Series 7, Series 24, FINRA, Securities, KYC, Investment Advisory, AML, Securities Litigation, SEC, Corporate Governance, Hedge Funds, Arbitration, Capital Markets, Litigation, Financial Services, Due Diligence, Equities, Alternative Investments, Investments, Broker-Dealer, Equity Trading, Fixed Income, Corporate Law, Estate Planning, Series 63, Asset Management, Wealth Management..., Series 65, Investment Management, Structured Finance, Derivatives, OFAC, USA PATRIOT Act, ETFs, Investment Banking, Legal Compliance, Financial Markets, Private Placements, Asset Allocation, Private Equity, Uniform Combined State..., Financial Regulation, Wealth Management
Education
St. John's University School of Law 1975 — 1978
JD, Law
Steven Newell Steven Newell's Stifel Financial Corp. Experience May 2014 - August 2014
Job Investment Banking Analyst at Simmons & Company International
Industry Banking
Experience
Simmons & Company International January 2015 - Present
Stifel Financial Corp. May 2014 - August 2014
Cielo Private Equity August 2013 - April 2014
EZCORP June 2013 - August 2013
Texans for Greg Abbott June 2012 - August 2012
Texans for Lawsuit Reform October 2011 - December 2011
Office of the Governor, State of Texas June 2011 - August 2011
CenterPoint Energy June 2009 - August 2009
Skills
Microsoft Excel
Education
The University of Texas at Austin 2010 — 2014
Economics, Government
Simmons & Company International January 2015 - Present
Stifel Financial Corp. May 2014 - August 2014
Cielo Private Equity August 2013 - April 2014
EZCORP June 2013 - August 2013
Texans for Greg Abbott June 2012 - August 2012
Texans for Lawsuit Reform October 2011 - December 2011
Office of the Governor, State of Texas June 2011 - August 2011
CenterPoint Energy June 2009 - August 2009
Skills
Microsoft Excel
Education
The University of Texas at Austin 2010 — 2014
Economics, Government
Joshua Heft Joshua Heft's Stifel Financial Corp. Experience July 2013 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Johns Hopkins University September 2009 - December 2012
Stifel Financial Corp. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg Terminal, Financial Modeling, Bloomberg, Valuation, Data Analysis, DCF, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Statistics
Education
The Johns Hopkins University 2009 — 2012
Bachelor of Arts (B.A.), Economics and International Studies
Stifel Financial Corp. July 2013 - Present
Johns Hopkins University September 2009 - December 2012
Stifel Financial Corp. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg Terminal, Financial Modeling, Bloomberg, Valuation, Data Analysis, DCF, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Statistics
Education
The Johns Hopkins University 2009 — 2012
Bachelor of Arts (B.A.), Economics and International Studies
Gaurav Mehta's Stifel Financial Corp. Experience 2011 - 2013
Job BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2014 - Present
JMP Group 2013 - 2014
Stifel Financial Corp. 2011 - 2013
US Oncology 2009 - 2011
Sverica International 2007 - 2009
Bridgewater Associates 2006 - 2007
Deloitte Consulting 2004 - 2006
Skills
Financial Modeling, Financial Structuring, Mergers, Capital Markets, M&A experience, Enterprise Software, Mergers & Acquisitions, Strategy, Investment Banking, Mutual Funds, Valuation, Corporate Development, Due Diligence, Investments, Management Consulting, Private Equity, Management
Education
University of California, Berkeley 1998 — 2003
Bachelors of Science, Chemical Engineering with an Emphasis in Economics
BMO Capital Markets 2014 - Present
JMP Group 2013 - 2014
Stifel Financial Corp. 2011 - 2013
US Oncology 2009 - 2011
Sverica International 2007 - 2009
Bridgewater Associates 2006 - 2007
Deloitte Consulting 2004 - 2006
Skills
Financial Modeling, Financial Structuring, Mergers, Capital Markets, M&A experience, Enterprise Software, Mergers & Acquisitions, Strategy, Investment Banking, Mutual Funds, Valuation, Corporate Development, Due Diligence, Investments, Management Consulting, Private Equity, Management
Education
University of California, Berkeley 1998 — 2003
Bachelors of Science, Chemical Engineering with an Emphasis in Economics
Rich Hoffman's Stifel Financial Corp. Experience June 2013 - Present
Job Network Architect at Stifel Financial Corp.
Industry Information Technology and Services
Experience
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. January 2012 - June 2013
Turner Construction November 2009 - February 2012
Savvis October 2005 - November 2009
XO Communications 2000 - 2005
MCI WorldCom April 1999 - July 2000
Skills
VPN, BGP, Routers, Cisco Technologies, OSPF, Switches, Data Center, IP, WAN, Routing, MPLS, Network Administration, Juniper, EIGRP, Telecommunications, Firewalls, Frame Relay, RIP, CCNP, Cisco Routers
Education
Cisco Network Academy, CCNP-CCDA, CCIE Written 2008 — 2009
CCDA, CCNP, Routing, Switching and Network Design
St. Louis Community College 2007 — 2008
Cisco Networking Academy
Vatterott Technical College 1998 — 2000
Computer Electronic and LAN Management
Stifel Financial Corp. June 2013 - Present
Stifel Financial Corp. January 2012 - June 2013
Turner Construction November 2009 - February 2012
Savvis October 2005 - November 2009
XO Communications 2000 - 2005
MCI WorldCom April 1999 - July 2000
Skills
VPN, BGP, Routers, Cisco Technologies, OSPF, Switches, Data Center, IP, WAN, Routing, MPLS, Network Administration, Juniper, EIGRP, Telecommunications, Firewalls, Frame Relay, RIP, CCNP, Cisco Routers
Education
Cisco Network Academy, CCNP-CCDA, CCIE Written 2008 — 2009
CCDA, CCNP, Routing, Switching and Network Design
St. Louis Community College 2007 — 2008
Cisco Networking Academy
Vatterott Technical College 1998 — 2000
Computer Electronic and LAN Management
James Towne's Stifel Financial Corp. Experience May 2015 - Present
Job
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Kimberly McQueen's Stifel Financial Corp. Experience October 2014 - Present
Job Senior Compliance Analyst | Regulatory Inquiries, Exams & Outreach at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
LPL Financial August 2013 - September 2014
Home January 2012 - August 2013
Wells Fargo Advisors July 2006 - January 2012
Wachovia Securities, LLC (predecessor firm of Wells Fargo Advisors, LLC) December 2004 - June 2006
VHA September 2003 - November 2004
UBS July 2002 - July 2003
Education
Texas Tech University 1997 — 2001
B.S., Financial Planning
Brownwood High School
Brownwood High School
Stifel Financial Corp. October 2014 - Present
LPL Financial August 2013 - September 2014
Home January 2012 - August 2013
Wells Fargo Advisors July 2006 - January 2012
Wachovia Securities, LLC (predecessor firm of Wells Fargo Advisors, LLC) December 2004 - June 2006
VHA September 2003 - November 2004
UBS July 2002 - July 2003
Education
Texas Tech University 1997 — 2001
B.S., Financial Planning
Brownwood High School
Brownwood High School
David K. Peng's Stifel Financial Corp. Experience May 2012 - September 2013
Job Healthcare Investment Banking Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2013 - Present
Stifel Financial Corp. May 2012 - September 2013
Canaccord Genuity Inc. August 2010 - April 2012
Life Technologies March 2009 - July 2010
Burrill & Company 2008 - 2008
Genentech, Inc. 2000 - 2003
Johnson & Johnson, Inc. 1999 - 1999
Education
University of Michigan 2003 — 2007
Ph.D., M.S.E., Chemical Engineering
The Johns Hopkins University
B.S., B.A., Chemical Engineering, Biology
Guggenheim Partners September 2013 - Present
Stifel Financial Corp. May 2012 - September 2013
Canaccord Genuity Inc. August 2010 - April 2012
Life Technologies March 2009 - July 2010
Burrill & Company 2008 - 2008
Genentech, Inc. 2000 - 2003
Johnson & Johnson, Inc. 1999 - 1999
Education
University of Michigan 2003 — 2007
Ph.D., M.S.E., Chemical Engineering
The Johns Hopkins University
B.S., B.A., Chemical Engineering, Biology
Eric McKean, CFA's Stifel Financial Corp. Experience April 2015 - Present
Job Assistant Vice President at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. April 2015 - Present
Stifel Financial Corp. July 2013 - March 2015
Rothenberg Investments July 2007 - December 2014
First American Financial Corporation August 2012 - July 2013
First American Financial August 2010 - August 2012
The First American Corporation September 2008 - August 2010
The First American Corporation September 2007 - September 2008
Cooliris June 2007 - September 2007
Skills
Portfolio Management, Investments, Fixed Income, Securities, Trading, Banking, Mutual Funds, Credit Analysis, Financial Services, Financial Modeling, Investment Management, Bonds, Strategy, Venture Capital, Finance, Debt Structuring
Education
Stanford University 2003 — 2008
BA, Economics
Brentwood School
Stifel Financial Corp. April 2015 - Present
Stifel Financial Corp. July 2013 - March 2015
Rothenberg Investments July 2007 - December 2014
First American Financial Corporation August 2012 - July 2013
First American Financial August 2010 - August 2012
The First American Corporation September 2008 - August 2010
The First American Corporation September 2007 - September 2008
Cooliris June 2007 - September 2007
Skills
Portfolio Management, Investments, Fixed Income, Securities, Trading, Banking, Mutual Funds, Credit Analysis, Financial Services, Financial Modeling, Investment Management, Bonds, Strategy, Venture Capital, Finance, Debt Structuring
Education
Stanford University 2003 — 2008
BA, Economics
Brentwood School
Mark DiCintio's Stifel Financial Corp. Experience July 2013 - Present
Job Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Knight Libertas LLC November 2009 - July 2013
Strategic Value Partners, LLC June 2004 - November 2009
JPMorgan Chase 2001 - 2004
UBS 1998 - 2001
Skills
Alternative Investments, Asset Management, Bankruptcy, Bloomberg, Bonds, Capital Markets, Credit, Credit Derivatives, Derivatives, Distressed Debt, Emerging Markets, Equities, Equity Derivatives, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Loans, Leveraged Finance, Management, Mergers, Portfolio Management, Private Equity, Risk Management, Securities, Series 7, Trading
Education
Long Island University-Westchester Campus
Master of Business Administration (MBA), Finance
State University of New York College at Oswego 1993 — 1997
The Hill School 1992 — 1993
Rye High School
Stifel Financial Corp. July 2013 - Present
Knight Libertas LLC November 2009 - July 2013
Strategic Value Partners, LLC June 2004 - November 2009
JPMorgan Chase 2001 - 2004
UBS 1998 - 2001
Skills
Alternative Investments, Asset Management, Bankruptcy, Bloomberg, Bonds, Capital Markets, Credit, Credit Derivatives, Derivatives, Distressed Debt, Emerging Markets, Equities, Equity Derivatives, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Loans, Leveraged Finance, Management, Mergers, Portfolio Management, Private Equity, Risk Management, Securities, Series 7, Trading
Education
Long Island University-Westchester Campus
Master of Business Administration (MBA), Finance
State University of New York College at Oswego 1993 — 1997
The Hill School 1992 — 1993
Rye High School
Paul Rosenstiel's Stifel Financial Corp. Experience April 2014 - July 2015
Job Board Member at CalSTRS
Industry Investment Management
Experience
CalSTRS November 2011 - Present
Stifel Financial Corp. April 2014 - July 2015
De La Rosa & Co. February 2009 - March 2014
State of California January 2007 - February 2009
Westly for Governor 2005 - 2006
De La Rosa & Co. May 1995 - May 2005
Education
Stanford University Graduate School of Business 1981 — 1983
MBA
CalSTRS November 2011 - Present
Stifel Financial Corp. April 2014 - July 2015
De La Rosa & Co. February 2009 - March 2014
State of California January 2007 - February 2009
Westly for Governor 2005 - 2006
De La Rosa & Co. May 1995 - May 2005
Education
Stanford University Graduate School of Business 1981 — 1983
MBA
Mark Rinaldo's Stifel Financial Corp. Experience March 2015 - Present
Job Director Institutional Equity Derivative Sales at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. March 2015 - Present
FBR August 2009 - March 2015
KBC Financial Products March 2004 - August 2009
Skills
Alternative Investments, Equities, Investment Banking, Options, Fixed Income, Equity Derivatives, Capital Markets, Securities, Electronic Trading, Trading Systems, Hedge Funds, Bloomberg, Derivatives, Valuation, Prime Brokerage, Financial Markets, Bonds, Structured Products, Trading, Series 7, Series 63, Trading Strategies, Fund Of Funds, Volatility, Equity Trading, Equity Research, ETFs, Swaps, Market Making, FINRA, Hedging, Investments, Financial Services, Structured Finance
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
Bachelor of Science (B.S.), Business Management
Stifel Financial Corp. March 2015 - Present
FBR August 2009 - March 2015
KBC Financial Products March 2004 - August 2009
Skills
Alternative Investments, Equities, Investment Banking, Options, Fixed Income, Equity Derivatives, Capital Markets, Securities, Electronic Trading, Trading Systems, Hedge Funds, Bloomberg, Derivatives, Valuation, Prime Brokerage, Financial Markets, Bonds, Structured Products, Trading, Series 7, Series 63, Trading Strategies, Fund Of Funds, Volatility, Equity Trading, Equity Research, ETFs, Swaps, Market Making, FINRA, Hedging, Investments, Financial Services, Structured Finance
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
Bachelor of Science (B.S.), Business Management
Kamila Khairoullina's Stifel Financial Corp. Experience March 2010 - August 2011
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting April 2014 - Present
FTI Consulting April 2012 - March 2014
FTI Consulting September 2011 - March 2012
Stifel Financial Corp. March 2010 - August 2011
Fortress Investment Group June 2009 - August 2009
Skills
Valuation, Investment Banking, Private Equity, Business Valuation, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Mergers & Acquisitions, Restructuring, Corporate Development, Finance, Management Consulting, Strategy, M&A experience
Education
Villanova University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
The London School of Economics and Political Science (LSE) 2008 — 2008
FTI Consulting April 2014 - Present
FTI Consulting April 2012 - March 2014
FTI Consulting September 2011 - March 2012
Stifel Financial Corp. March 2010 - August 2011
Fortress Investment Group June 2009 - August 2009
Skills
Valuation, Investment Banking, Private Equity, Business Valuation, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Mergers & Acquisitions, Restructuring, Corporate Development, Finance, Management Consulting, Strategy, M&A experience
Education
Villanova University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
The London School of Economics and Political Science (LSE) 2008 — 2008
Pete Seppi's Stifel Financial Corp. Experience December 2006 - Present
Job Vice President at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2006 - Present
Morgan Stanley July 1995 - December 2006
Skills
Retirement Planning, Estate Planning, Educational Consulting, Series 7, Series 63, Series 65, Wealth Management, Asset Allocation, Uniform Combined State..., Mutual Funds, Investment Advisory, IRAs, Alternative Investments, Fixed Annuities, ETFs, Equities
Education
The Ohio State University 1989 — 1994
Stifel Financial Corp. December 2006 - Present
Morgan Stanley July 1995 - December 2006
Skills
Retirement Planning, Estate Planning, Educational Consulting, Series 7, Series 63, Series 65, Wealth Management, Asset Allocation, Uniform Combined State..., Mutual Funds, Investment Advisory, IRAs, Alternative Investments, Fixed Annuities, ETFs, Equities
Education
The Ohio State University 1989 — 1994
Benjamin Nolan's Stifel Financial Corp. Experience May 2013 - Present
Job Director at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. May 2013 - Present
Knight Capital Group April 2011 - May 2013
Jefferies & Company June 2005 - April 2011
EOG Resources 2002 - 2005
Sterling Bank 2000 - 2002
Education
University of Houston 2001 — 2003
MBA
Texas A&M University 1996 — 2000
BBA, Finanace
Stifel Financial Corp. May 2013 - Present
Knight Capital Group April 2011 - May 2013
Jefferies & Company June 2005 - April 2011
EOG Resources 2002 - 2005
Sterling Bank 2000 - 2002
Education
University of Houston 2001 — 2003
MBA
Texas A&M University 1996 — 2000
BBA, Finanace
Craig Sherwood's Stifel Financial Corp. Experience July 2009 - Present
Job Manager Tax Compliance & Reporting at Stifel Financial Corp
Industry Accounting
Experience
Stifel Financial Corp. July 2009 - Present
KPMG October 2005 - July 2009
Skills
CPA, Forecasting, Finance, Mergers & Acquisitions, Microsoft Excel, Income Tax, Analysis
Education
Truman State University 2000 — 2005
Master's degree, Accounting-Tax emphasis
Desmet 1996 — 2000
Stifel Financial Corp. July 2009 - Present
KPMG October 2005 - July 2009
Skills
CPA, Forecasting, Finance, Mergers & Acquisitions, Microsoft Excel, Income Tax, Analysis
Education
Truman State University 2000 — 2005
Master's degree, Accounting-Tax emphasis
Desmet 1996 — 2000
Peter McGoldrick, CFA's Stifel Financial Corp. Experience September 2013 - Present
Job Equity Research Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2013 - Present
T. Rowe Price October 2010 - August 2013
T. Rowe Price August 2009 - September 2010
T Rowe Price October 2008 - August 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Series 7, Financial Analysis, Microsoft Excel, Economics, Microsoft Office, Data Analysis, PowerPoint, Research, Market Research
Education
Saint Lawrence University 2004 — 2008
Bachelor's degree, Mathematics and Fine Arts
Stifel Financial Corp. September 2013 - Present
T. Rowe Price October 2010 - August 2013
T. Rowe Price August 2009 - September 2010
T Rowe Price October 2008 - August 2009
UBS June 2007 - August 2007
Skills
Capital Markets, Series 7, Financial Analysis, Microsoft Excel, Economics, Microsoft Office, Data Analysis, PowerPoint, Research, Market Research
Education
Saint Lawrence University 2004 — 2008
Bachelor's degree, Mathematics and Fine Arts
Mitchel C. Krause's Stifel Financial Corp. Experience July 2012 - Present
Job MyEchain.com coFounder
Industry Financial Services
Experience
Stifel Financial Corp. July 2012 - Present
MyEchain loyalty App December 2011 - Present
Stifel Financial Corp. August 2008 - July 2012
Ryan Beck & Co. June 1996 - February 2008
Skills
Entrepreneurship, Portfolio Management, Securities, Asset Allocation, Alternative Investments, Financial Analysis, Equities, Investments, Series 7, Trading, Asset Management
Education
The University of Connecticut School of Business 1992 — 1996
bs, Finance
Wayne Hills High School 1989 — 1992
Stifel Financial Corp. July 2012 - Present
MyEchain loyalty App December 2011 - Present
Stifel Financial Corp. August 2008 - July 2012
Ryan Beck & Co. June 1996 - February 2008
Skills
Entrepreneurship, Portfolio Management, Securities, Asset Allocation, Alternative Investments, Financial Analysis, Equities, Investments, Series 7, Trading, Asset Management
Education
The University of Connecticut School of Business 1992 — 1996
bs, Finance
Wayne Hills High School 1989 — 1992
Lori Norman, CCP, GRP's Stifel Financial Corp. Experience April 2015 - Present
Job Sr Compensation Analyst at The Doe Run Company
Industry Utilities
Experience
Stifel Financial Corp. April 2015 - Present
The Doe Run Company September 2014 - April 2015
The Doe Run Company February 2013 - September 2014
The Doe Run Company October 2012 - February 2013
Peabody Energy November 2011 - June 2012
Amdocs, Inc April 2011 - November 2011
Insituform Technologies July 2008 - November 2009
Enterprise Bank & Trust June 2005 - July 2008
Save-A-Lot March 2002 - June 2005
Skills
Deferred Compensation, HRIS, Employee Benefits, Payroll, Compensation & Benefit, Management, Job Descriptions, Budgets, Leadership, Onboarding, Salary, Analysis, Compensation Structures, Human Resources, Employee Relations, Benefits Administration, Performance Management, FMLA
Education
Texas Christian University 1985 — 1990
B.S., Psychology
Stifel Financial Corp. April 2015 - Present
The Doe Run Company September 2014 - April 2015
The Doe Run Company February 2013 - September 2014
The Doe Run Company October 2012 - February 2013
Peabody Energy November 2011 - June 2012
Amdocs, Inc April 2011 - November 2011
Insituform Technologies July 2008 - November 2009
Enterprise Bank & Trust June 2005 - July 2008
Save-A-Lot March 2002 - June 2005
Skills
Deferred Compensation, HRIS, Employee Benefits, Payroll, Compensation & Benefit, Management, Job Descriptions, Budgets, Leadership, Onboarding, Salary, Analysis, Compensation Structures, Human Resources, Employee Relations, Benefits Administration, Performance Management, FMLA
Education
Texas Christian University 1985 — 1990
B.S., Psychology
Virginia Arzadum's Stifel Financial Corp. Experience September 2008 - June 2010
Job Senior Consultant
Industry Defense & Space
Experience
Booz Allen Hamilton June 2010 - Present
Stifel Financial Corp. September 2008 - June 2010
FBR August 2005 - August 2008
Skills
Management Consulting, Business Process..., Business Process..., Business Analysis, Change Management, Analytics, Requirements Analysis, Risk Management, Process Improvement, CRM, Financial Modeling, Business Strategy, Government, IT Strategy, Strategic Planning, Strategic Communications, Business Development, Leadership
Education
Towson University 2001 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Booz Allen Hamilton June 2010 - Present
Stifel Financial Corp. September 2008 - June 2010
FBR August 2005 - August 2008
Skills
Management Consulting, Business Process..., Business Process..., Business Analysis, Change Management, Analytics, Requirements Analysis, Risk Management, Process Improvement, CRM, Financial Modeling, Business Strategy, Government, IT Strategy, Strategic Planning, Strategic Communications, Business Development, Leadership
Education
Towson University 2001 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Brandon Calvo's Stifel Financial Corp. Experience September 2012 - Present
Job Vice President, Energy & Natural Resources at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Financial Corp. September 2012 - Present
Johnson Rice & Company June 2010 - August 2012
Johnson Rice & Company July 2007 - June 2010
Skills
Valuation, Fairness Opinions, Private Placements, Mergers, Public Equity Offerings, Financial Modeling, Financial Analysis, Due Diligence, Capital IQ, Equity Valuation, Bloomberg, Oil/Gas, Oilfield, Oil & Gas Industry, Acquisitions, Accretion/dilution, Convertible Securities, High Yield Bonds, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Finance, Investment Banking, Investments, Strategy
Education
Tulane University 2003 — 2007
BSM, Finance & Accounting
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance & Accounting
Stifel Financial Corp. September 2012 - Present
Johnson Rice & Company June 2010 - August 2012
Johnson Rice & Company July 2007 - June 2010
Skills
Valuation, Fairness Opinions, Private Placements, Mergers, Public Equity Offerings, Financial Modeling, Financial Analysis, Due Diligence, Capital IQ, Equity Valuation, Bloomberg, Oil/Gas, Oilfield, Oil & Gas Industry, Acquisitions, Accretion/dilution, Convertible Securities, High Yield Bonds, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Finance, Investment Banking, Investments, Strategy
Education
Tulane University 2003 — 2007
BSM, Finance & Accounting
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance & Accounting
Heather Castle CFP®, ChFC®, AIF®, MBA's Stifel Financial Corp. Experience September 2015 - Present
Job VP Investments at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Scott Given's Stifel Financial Corp. Experience July 2012 - December 2014
Job V.P. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Stifel Financial Corp. July 2012 - December 2014
Charles Schwab January 2011 - July 2012
Charles Schwab January 2010 - December 2010
Wedbush Morgan Securities May 2008 - August 2008
Skills
Series 7, Series 66, Financial Analysis, Fixed Income, Asset Allocation, Retirement, Excel, PowerPoint, Word, Investment Advisory, Retirement Planning, Financial Modeling, Finance, Bloomberg, Equities, Microsoft Excel
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance
Charles Schwab December 2014 - Present
Stifel Financial Corp. July 2012 - December 2014
Charles Schwab January 2011 - July 2012
Charles Schwab January 2010 - December 2010
Wedbush Morgan Securities May 2008 - August 2008
Skills
Series 7, Series 66, Financial Analysis, Fixed Income, Asset Allocation, Retirement, Excel, PowerPoint, Word, Investment Advisory, Retirement Planning, Financial Modeling, Finance, Bloomberg, Equities, Microsoft Excel
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance
Steven F. Owens, Jr.'s Stifel Financial Corp. Experience May 2013 - February 2014
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
Stifel Financial Corp. May 2013 - February 2014
Stifel Nicolaus February 2011 - May 2013
Professional Employment Group January 2010 - May 2010
Columbus Chamber of Commerce January 2009 - March 2009
CFBank August 2008 - January 2009
Skills
Series 7, Series 63, Series 66
Education
The Ohio State University 2005 — 2009
BA, Communication Technology, Business, Economics
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
Stifel Financial Corp. May 2013 - February 2014
Stifel Nicolaus February 2011 - May 2013
Professional Employment Group January 2010 - May 2010
Columbus Chamber of Commerce January 2009 - March 2009
CFBank August 2008 - January 2009
Skills
Series 7, Series 63, Series 66
Education
The Ohio State University 2005 — 2009
BA, Communication Technology, Business, Economics
Esther Hong's Stifel Financial Corp. Experience 2014 - Present
Job Associate Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. 2014 - Present
MLV & Co. 2013 - 2014
SunTrust Robinson Humphrey May 2012 - September 2013
CUNY, School of Law 2012 - 2012
Biotech Patent Attorney 2009 - 2012
Education
University of Georgia School of Law
J.D.
The Johns Hopkins University
M.S.
The Johns Hopkins University
B.S.
Stifel Financial Corp. 2014 - Present
MLV & Co. 2013 - 2014
SunTrust Robinson Humphrey May 2012 - September 2013
CUNY, School of Law 2012 - 2012
Biotech Patent Attorney 2009 - 2012
Education
University of Georgia School of Law
J.D.
The Johns Hopkins University
M.S.
The Johns Hopkins University
B.S.
Kip Tullos's Stifel Financial Corp. Experience May 2014 - May 2015
Job Managing Director Brean Capital LLC / Brean Strategic Advisors
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Sterne Agee October 2007 - 2014
Education
University of Alabama at Birmingham 1994 — 1997
BS, Finance / Investments & Institutions
Brean Capital, LLC June 2015 - Present
Stifel Financial Corp. May 2014 - May 2015
Sterne Agee October 2007 - 2014
Education
University of Alabama at Birmingham 1994 — 1997
BS, Finance / Investments & Institutions
George Kelly, CFA's Stifel Financial Corp. Experience June 2007 - November 2009
Job Senior Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group August 2012 - Present
Craig-Hallum Capital Group December 2009 - October 2012
Stifel Financial Corp. June 2007 - November 2009
Education
Tulane University
Craig-Hallum Capital Group August 2012 - Present
Craig-Hallum Capital Group December 2009 - October 2012
Stifel Financial Corp. June 2007 - November 2009
Education
Tulane University
John Muth's Stifel Financial Corp. Experience June 2009 - August 2009
Job Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2014 - Present
Federal Reserve Bank of Richmond October 2011 - January 2014
Stifel Financial Corp. June 2009 - August 2009
Skills
Research, Analysis, Stata, Economics, Policy Analysis, Matlab, Econometrics, EViews, Bloomberg, Rats, Capital Markets, Investments, Equity Research
Education
University of Oxford 2010 — 2011
Master of Science, Financial Economics
Villanova University 2006 — 2010
Bachelor of Science, Economics
London School of Economics and Political Science 2008 — 2009
The General Course, Mathematics
OppenheimerFunds April 2014 - Present
Federal Reserve Bank of Richmond October 2011 - January 2014
Stifel Financial Corp. June 2009 - August 2009
Skills
Research, Analysis, Stata, Economics, Policy Analysis, Matlab, Econometrics, EViews, Bloomberg, Rats, Capital Markets, Investments, Equity Research
Education
University of Oxford 2010 — 2011
Master of Science, Financial Economics
Villanova University 2006 — 2010
Bachelor of Science, Economics
London School of Economics and Political Science 2008 — 2009
The General Course, Mathematics
D.L. Auxier's Stifel Financial Corp. Experience September 2012 - Present
Job Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2012 - Present
FTN Financial August 2011 - June 2012
Morgan Keegan May 2005 - August 2011
FTN Financial December 2000 - May 2005
Ernst & Young June 1986 - September 2000
Skills
Financial Analysis, Financial Advisory, Financial Modeling, Financial Reporting, Structured Finance, Banking, Funding, Portfolio Management, Private Equity, Finance, Valuation, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Stifel Financial Corp. September 2012 - Present
FTN Financial August 2011 - June 2012
Morgan Keegan May 2005 - August 2011
FTN Financial December 2000 - May 2005
Ernst & Young June 1986 - September 2000
Skills
Financial Analysis, Financial Advisory, Financial Modeling, Financial Reporting, Structured Finance, Banking, Funding, Portfolio Management, Private Equity, Finance, Valuation, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Joseph Buterbaugh's Stifel Financial Corp. Experience January 2012 - Present
Job Accounting Supervisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Ernst & Young September 2009 - December 2011
Truman State University August 2008 - May 2009
Ernst & Young June 2008 - August 2008
Skills
Auditing, CPA, GAAP, Internal Controls, Accounting, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, SEC filings, External Audit, Account Reconciliation, Microsoft Excel, Financial Statements, Access
Education
Truman State University 2008 — 2009
MAcc, Master of Accountancy
Truman State University 2004 — 2008
BS, Accounting
Stifel Financial Corp. January 2012 - Present
Ernst & Young September 2009 - December 2011
Truman State University August 2008 - May 2009
Ernst & Young June 2008 - August 2008
Skills
Auditing, CPA, GAAP, Internal Controls, Accounting, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, SEC filings, External Audit, Account Reconciliation, Microsoft Excel, Financial Statements, Access
Education
Truman State University 2008 — 2009
MAcc, Master of Accountancy
Truman State University 2004 — 2008
BS, Accounting
Dustin Chang's Stifel Financial Corp. Experience 2008 - 2011
Job Global Equities Associate at Citadel LLC
Industry Financial Services
Experience
Citadel LLC 2015 - Present
The Wharton School 2013 - 2015
Citadel LLC June 2014 - August 2014
Galen Partners 2011 - 2013
Stifel Financial Corp. 2008 - 2011
Skills
Venture Capital, Investments, Valuation, Financial Modeling, Investment Banking, Private Equity, LBO, Due Diligence, Mergers & Acquisitions, Corporate Finance, Corporate Development, DCF, Bloomberg, Financial Analysis, Medical Devices, Healthcare, US Equities, Hedge Funds, Equities
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Health Care Management and Finance
The Johns Hopkins University 2004 — 2008
Bachelor of Arts (BA)
Saint Louis High School - Honolulu, Hawaii
High School
Citadel LLC 2015 - Present
The Wharton School 2013 - 2015
Citadel LLC June 2014 - August 2014
Galen Partners 2011 - 2013
Stifel Financial Corp. 2008 - 2011
Skills
Venture Capital, Investments, Valuation, Financial Modeling, Investment Banking, Private Equity, LBO, Due Diligence, Mergers & Acquisitions, Corporate Finance, Corporate Development, DCF, Bloomberg, Financial Analysis, Medical Devices, Healthcare, US Equities, Hedge Funds, Equities
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Health Care Management and Finance
The Johns Hopkins University 2004 — 2008
Bachelor of Arts (BA)
Saint Louis High School - Honolulu, Hawaii
High School
Brian Hopkins's Stifel Financial Corp. Experience July 2011 - June 2013
Job Vice President of Business Operations at RUN
Industry Marketing and Advertising
Experience
RUN June 2014 - Present
RUN October 2013 - May 2014
RUN June 2013 - October 2013
Stifel Financial Corp. July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
DCF, Financial Modeling, Valuation, Equity Valuation, Bloomberg Terminal, Equity Research, Investments, Alternative Investments, Financial Analysis, Corporate Finance, Investment Banking, Economics, Capital Markets, Portfolio Management, Mergers & Acquisitions
Education
The Johns Hopkins University
BA, Economics
St. Ignatius High School
RUN June 2014 - Present
RUN October 2013 - May 2014
RUN June 2013 - October 2013
Stifel Financial Corp. July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
DCF, Financial Modeling, Valuation, Equity Valuation, Bloomberg Terminal, Equity Research, Investments, Alternative Investments, Financial Analysis, Corporate Finance, Investment Banking, Economics, Capital Markets, Portfolio Management, Mergers & Acquisitions
Education
The Johns Hopkins University
BA, Economics
St. Ignatius High School
Bradley Sheena's Stifel Financial Corp. Experience September 2015 - Present
Job Fixed Income Institutional Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Stifel Financial Corp. March 2011 - Present
Skills
Series 7, Series 63, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Bloomberg, Thompson One, Microsoft Excel, PowerPoint
Education
State University of New York at Albany 2008 — 2010
University at Buffalo 2007 — 2008
Stifel Financial Corp. September 2015 - Present
Stifel Financial Corp. March 2011 - Present
Skills
Series 7, Series 63, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Bloomberg, Thompson One, Microsoft Excel, PowerPoint
Education
State University of New York at Albany 2008 — 2010
University at Buffalo 2007 — 2008
Chelsey Kantner's Stifel Financial Corp. Experience May 2011 - June 2012
Job at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2012 - Present
Stifel Financial Corp. May 2011 - June 2012
Stifel Nicolaus June 2009 - April 2011
Stifel Nicolaus August 2008 - June 2009
Memphis Grizzlies January 2007 - May 2007
Skills
Outlook, Training, Active Directory, Team Building, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Marketing, Management, Investments, Event Planning, Insurance, Mutual Funds, Sales
Education
The University of Memphis 2002 — 2007
Bachelor, Fashion Merchandising/MKTG/MGMT
University of Kentucky 2001 — 2002
Dental
Stifel Nicolaus June 2012 - Present
Stifel Financial Corp. May 2011 - June 2012
Stifel Nicolaus June 2009 - April 2011
Stifel Nicolaus August 2008 - June 2009
Memphis Grizzlies January 2007 - May 2007
Skills
Outlook, Training, Active Directory, Team Building, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Marketing, Management, Investments, Event Planning, Insurance, Mutual Funds, Sales
Education
The University of Memphis 2002 — 2007
Bachelor, Fashion Merchandising/MKTG/MGMT
University of Kentucky 2001 — 2002
Dental
Lorenzo Chiappetta's Stifel Financial Corp. Experience July 2015 - Present
Job Assistant Vice President at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Stifel Financial Corp. February 2013 - Present
KBW January 2012 - January 2013
KBW August 2010 - December 2011
KBW February 2009 - July 2010
KBW August 2008 - January 2009
Skills
Series 7, Series 63, Bloomberg, Trading, Fixed Income, Equity Research, Banking, Equities
Education
The University of Connecticut School of Business 2004 — 2008
BS, Finance
Stifel Financial Corp. July 2015 - Present
Stifel Financial Corp. February 2013 - Present
KBW January 2012 - January 2013
KBW August 2010 - December 2011
KBW February 2009 - July 2010
KBW August 2008 - January 2009
Skills
Series 7, Series 63, Bloomberg, Trading, Fixed Income, Equity Research, Banking, Equities
Education
The University of Connecticut School of Business 2004 — 2008
BS, Finance
Mark Blanco's Stifel Financial Corp. Experience 2007 - 2007
Job Director, Integrated Systems Programs at FLIR Systems
Industry Defense & Space
Experience
FLIR Systems August 2014 - Present
FLIR Systems January 2013 - August 2014
FLIR Systems July 2010 - August 2014
FLIR Systems October 2008 - July 2010
Stifel Nicolaus 2008 - 2008
Stifel Financial Corp. 2007 - 2007
Naval Surface Warfare Center, Dahlgren Division 2004 - 2006
Naval Surfrace Warfare Center, Dahlgren Division 2002 - 2004
Skills
Program Management, DoD, Defense Contracting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Business Administration and Management, General
University of California, Berkeley 1998 — 2002
Bachelor of Science (BS), Mechanical Engineering
FLIR Systems August 2014 - Present
FLIR Systems January 2013 - August 2014
FLIR Systems July 2010 - August 2014
FLIR Systems October 2008 - July 2010
Stifel Nicolaus 2008 - 2008
Stifel Financial Corp. 2007 - 2007
Naval Surface Warfare Center, Dahlgren Division 2004 - 2006
Naval Surfrace Warfare Center, Dahlgren Division 2002 - 2004
Skills
Program Management, DoD, Defense Contracting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Business Administration and Management, General
University of California, Berkeley 1998 — 2002
Bachelor of Science (BS), Mechanical Engineering
Mike McEvilly's Stifel Financial Corp. Experience May 2013 - June 2014
Job Senior Trade Support Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - September 2014
Stifel Financial Corp. May 2013 - June 2014
Schnucks Markets, Inc. June 2003 - June 2014
Stifel Financial Corp. August 2012 - April 2013
AmeriCorps June 2008 - August 2008
Skills
Mutual Funds, Managed accounts, Research, Money Market Funds, 529 Plans, Beta Systems, Thompson One, Customer Service, NSCC, Vestmark, APL, Net Asset Value, Trading, Finance, Redemption fees, Contingent deferred..., Dividends, Long term capital gains, Short term capital gains, Broker Dealer, Institutional, Retail, Microsoft Excel, Microsoft Word, DST Vision, DST TA 2000, Investments, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Bloomberg, Asset Management, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor's degree, Economics and Finance
Southwestern Illinois College 2005 — 2008
Associate of Science (A.S.), General Studies
Northern Trust Corporation July 2014 - September 2014
Stifel Financial Corp. May 2013 - June 2014
Schnucks Markets, Inc. June 2003 - June 2014
Stifel Financial Corp. August 2012 - April 2013
AmeriCorps June 2008 - August 2008
Skills
Mutual Funds, Managed accounts, Research, Money Market Funds, 529 Plans, Beta Systems, Thompson One, Customer Service, NSCC, Vestmark, APL, Net Asset Value, Trading, Finance, Redemption fees, Contingent deferred..., Dividends, Long term capital gains, Short term capital gains, Broker Dealer, Institutional, Retail, Microsoft Excel, Microsoft Word, DST Vision, DST TA 2000, Investments, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Bloomberg, Asset Management, Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor's degree, Economics and Finance
Southwestern Illinois College 2005 — 2008
Associate of Science (A.S.), General Studies
Chase Nickerson's Stifel Financial Corp. Experience August 2015 - Present
Job Analyst, High Yield Research at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Sterne Agee February 2014 - July 2015
Cadence Bank, N.A. September 2013 - December 2013
Skills
Investment Management, Equity Research, Financial Statement..., Value Investing, Distressed Debt, Equities
Education
University of Alabama 2011 — 2013
Bachelor of Science in Commerce and Business Administration, Finance and Economics
Stifel Financial Corp. August 2015 - Present
Sterne Agee February 2014 - July 2015
Cadence Bank, N.A. September 2013 - December 2013
Skills
Investment Management, Equity Research, Financial Statement..., Value Investing, Distressed Debt, Equities
Education
University of Alabama 2011 — 2013
Bachelor of Science in Commerce and Business Administration, Finance and Economics
Rodney Hansen's Stifel Financial Corp. Experience September 2014 - Present
Job Director Fixed Income Capital Markets at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2014 - Present
Shay Financial Services, Inc. March 2003 - September 2014
Southwest Corporate 1998 - 2002
Rauscher Pierce, Refsnes Inc. 1988 - 1995
Skills
Fixed Income, Series 7, Customer Service, Portfolio Management, Investments, Banking
Education
University of Arkansas at Fayetteville 1984 — 1985
MBA, Finance
University of Arkansas at Fayetteville 1980 — 1984
BS, Finance & Banking
Stifel Financial Corp. September 2014 - Present
Shay Financial Services, Inc. March 2003 - September 2014
Southwest Corporate 1998 - 2002
Rauscher Pierce, Refsnes Inc. 1988 - 1995
Skills
Fixed Income, Series 7, Customer Service, Portfolio Management, Investments, Banking
Education
University of Arkansas at Fayetteville 1984 — 1985
MBA, Finance
University of Arkansas at Fayetteville 1980 — 1984
BS, Finance & Banking
Bryan Beaudoin, PMP's Stifel Financial Corp. Experience September 2009 - July 2010
Job Manager at The Claro Group
Industry Hospital & Health Care
Experience
The Claro Group February 2015 - Present
The Claro Group February 2014 - Present
The Advisory Board Company June 2012 - February 2014
The Advisory Board Company July 2011 - July 2012
The Advisory Board Company August 2010 - July 2011
Stifel Financial Corp. September 2009 - July 2010
Living Services Foundation May 2009 - September 2009
Citi May 2008 - April 2009
Skills
Data Analysis, Healthcare, Research, Market Research, Stata, SPSS, Analytics, Project Management, Financial Modeling, Analysis, Competitive Analysis, Microsoft Excel, PowerPoint, Non-profits, Quantitative Analytics, Clinical Research, Clinical Data Management, Clinical Supervision, Healthcare Reimbursement, Healthcare Information..., Healthcare Consulting, CRM, Nonprofits
Education
St. Olaf College 2006 — 2010
BA, International Finance/Political Science
St. Olaf College 2006 — 2010
Bachelor of Arts (B.A.), International Finance/Political Science
The Claro Group February 2015 - Present
The Claro Group February 2014 - Present
The Advisory Board Company June 2012 - February 2014
The Advisory Board Company July 2011 - July 2012
The Advisory Board Company August 2010 - July 2011
Stifel Financial Corp. September 2009 - July 2010
Living Services Foundation May 2009 - September 2009
Citi May 2008 - April 2009
Skills
Data Analysis, Healthcare, Research, Market Research, Stata, SPSS, Analytics, Project Management, Financial Modeling, Analysis, Competitive Analysis, Microsoft Excel, PowerPoint, Non-profits, Quantitative Analytics, Clinical Research, Clinical Data Management, Clinical Supervision, Healthcare Reimbursement, Healthcare Information..., Healthcare Consulting, CRM, Nonprofits
Education
St. Olaf College 2006 — 2010
BA, International Finance/Political Science
St. Olaf College 2006 — 2010
Bachelor of Arts (B.A.), International Finance/Political Science
Angelo D. Graci, CFA's Stifel Financial Corp. Experience May 2015 - Present
Job Managing Director at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Caxton Associates October 2011 - October 2014
Citadel LLC February 2011 - September 2011
Chapdelaine Credit Partners March 2009 - February 2011
Merrill Lynch March 2000 - February 2009
CNA Financial July 1995 - March 2000
Skills
Hedge Funds, Portfolio Management, Fixed Income, Equities, Credit Derivatives, Trading, Bonds, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Equity Research, Valuation, Investment Banking, Options, Credit
Education
New York University, Stern School of Business 1998 — 2010
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1992 — 1995
Bachelor of Science (BS), School of Business - Finance
Stifel Financial Corp. May 2015 - Present
Caxton Associates October 2011 - October 2014
Citadel LLC February 2011 - September 2011
Chapdelaine Credit Partners March 2009 - February 2011
Merrill Lynch March 2000 - February 2009
CNA Financial July 1995 - March 2000
Skills
Hedge Funds, Portfolio Management, Fixed Income, Equities, Credit Derivatives, Trading, Bonds, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Equity Research, Valuation, Investment Banking, Options, Credit
Education
New York University, Stern School of Business 1998 — 2010
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1992 — 1995
Bachelor of Science (BS), School of Business - Finance
Anthony Tsodikov's Stifel Financial Corp. Experience June 2015 - August 2015
Job Student at Stanford University
Industry
Experience
Stifel Financial Corp. June 2015 - August 2015
Crane Street Capital June 2014 - September 2014
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Saint Ignatius College Preparatory 2008 — 2012
Stifel Financial Corp. June 2015 - August 2015
Crane Street Capital June 2014 - September 2014
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Saint Ignatius College Preparatory 2008 — 2012
Ryan Hampton's Stifel Financial Corp. Experience October 2014 - Present
Job Network Engineer at Stifel Financial Corp.
Industry Information Technology and Services
Experience
Stifel Financial Corp. October 2014 - Present
Stifel Financial Corp. February 2014 - October 2014
Sprint February 2011 - September 2012
Sprint January 2010 - February 2012
Sprint September 2007 - March 2009
Sprint March 2005 - September 2007
Skills
Training, Telecommunications, Wireless, Network Security, Computer Security, Networking, Computer Forensics, Emergency Management, Computer Network..., Project Management, Sales Management, Operations Management, Team Management, Management, Network Administration, Telecommunications..., Cisco Certified, Maintenance & Repair, Computer Repair, Smartphones, Mobile Devices
Education
Vatterott College 2012 — 2013
Information Systems Security, 4.0
Southwestern Illinois College 2005 — 2006
Network and System Administration/Administrator
Stifel Financial Corp. October 2014 - Present
Stifel Financial Corp. February 2014 - October 2014
Sprint February 2011 - September 2012
Sprint January 2010 - February 2012
Sprint September 2007 - March 2009
Sprint March 2005 - September 2007
Skills
Training, Telecommunications, Wireless, Network Security, Computer Security, Networking, Computer Forensics, Emergency Management, Computer Network..., Project Management, Sales Management, Operations Management, Team Management, Management, Network Administration, Telecommunications..., Cisco Certified, Maintenance & Repair, Computer Repair, Smartphones, Mobile Devices
Education
Vatterott College 2012 — 2013
Information Systems Security, 4.0
Southwestern Illinois College 2005 — 2006
Network and System Administration/Administrator
Amir Arif's Stifel Financial Corp. Experience April 2009 - September 2014
Job .
Industry Financial Services
Experience
Stifel Financial Corp. April 2009 - September 2014
FBR February 2001 - March 2009
Education
University of Alberta
Bachelor of Science (BSc), Petroleum Engineering
University of Calgary
Master of Business Administration (M.B.A.), Finance
Stifel Financial Corp. April 2009 - September 2014
FBR February 2001 - March 2009
Education
University of Alberta
Bachelor of Science (BSc), Petroleum Engineering
University of Calgary
Master of Business Administration (M.B.A.), Finance
Sean Couch's Stifel Financial Corp. Experience April 2012 - Present
Job FI Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Vining Sparks September 2015 - Present
Stifel Financial Corp. April 2012 - Present
Bank of America January 1997 - January 2012
Skills
Capital Markets, Financial Analysis, Equities, Portfolio Management, Fixed Income, Asset Management, Bonds
Education
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Albany Academy 1984 — 1988
Vining Sparks September 2015 - Present
Stifel Financial Corp. April 2012 - Present
Bank of America January 1997 - January 2012
Skills
Capital Markets, Financial Analysis, Equities, Portfolio Management, Fixed Income, Asset Management, Bonds
Education
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Albany Academy 1984 — 1988
Luke Lamb's Stifel Financial Corp. Experience June 2015 - July 2015
Job Student at Texas A&M University
Industry
Experience
Texas A&M University June 2012 - Present
Stifel Financial Corp. June 2015 - July 2015
KTAB/KRBC 2014 - July 2014
Education
Texas A&M University 2012 — 2016
Texas A&M University June 2012 - Present
Stifel Financial Corp. June 2015 - July 2015
KTAB/KRBC 2014 - July 2014
Education
Texas A&M University 2012 — 2016
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS