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
Scott Orlando Scott Orlando's Stifel Financial Corp. Experience June 2000 - August 2000
Job Sales Consultant at Trumpf Medical, USA
Industry Medical Devices
Experience
Trumpf Medical, USA October 2014 - Present
Koven Technology, Inc. January 2006 - 2014
Koven Technology Canada, Inc. November 2007 - December 2011
ICP Medical September 2005 - January 2006
Document & Network Technologies, Inc. August 2000 - December 2004
Fox Broadcasting Company September 2002 - December 2002
Stifel Financial Corp. June 2000 - August 2000
Skills
Account Management, Cold Calling, Sales Management, New Business Development, Marketing Strategy, Strategic Planning, B2B, Team Building, Consultative Approach, Customer Retention, Consulting, Capital Equipment Sales, Territory Management, Sales Presentations, Sales, Territory Growth, Capital Equipment, Closing Business, Sales Process, Lead Generation, Marketing, Sales Operations, Customer Service, Direct Sales, Orthopedic, Salesforce.com, Vascular Surgery, Negotiation, Selling, Leadership, Customer Satisfaction, Solution Selling, Cardiology, Neurology, Disposables, Hospitals, Healthcare, Neurosurgery, Surgery, Key Account Management, Vascular, Selling Skills, Operating Room, Surgeons, National Accounts
Education
University of Missouri-Columbia 1999 — 2003
Bachelor, Business
McKendree University, IL 1998 — 1999
Finance and Financial Management Services
Trumpf Medical, USA October 2014 - Present
Koven Technology, Inc. January 2006 - 2014
Koven Technology Canada, Inc. November 2007 - December 2011
ICP Medical September 2005 - January 2006
Document & Network Technologies, Inc. August 2000 - December 2004
Fox Broadcasting Company September 2002 - December 2002
Stifel Financial Corp. June 2000 - August 2000
Skills
Account Management, Cold Calling, Sales Management, New Business Development, Marketing Strategy, Strategic Planning, B2B, Team Building, Consultative Approach, Customer Retention, Consulting, Capital Equipment Sales, Territory Management, Sales Presentations, Sales, Territory Growth, Capital Equipment, Closing Business, Sales Process, Lead Generation, Marketing, Sales Operations, Customer Service, Direct Sales, Orthopedic, Salesforce.com, Vascular Surgery, Negotiation, Selling, Leadership, Customer Satisfaction, Solution Selling, Cardiology, Neurology, Disposables, Hospitals, Healthcare, Neurosurgery, Surgery, Key Account Management, Vascular, Selling Skills, Operating Room, Surgeons, National Accounts
Education
University of Missouri-Columbia 1999 — 2003
Bachelor, Business
McKendree University, IL 1998 — 1999
Finance and Financial Management Services
David S. Ryan David S. Ryan's Stifel Financial Corp. Experience July 2014 - Present
Job Portfolio Management
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Mike Liebowitz Mike Liebowitz's Stifel Financial Corp. Experience April 2013 - Present
Job Managing Director at Stifel Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. April 2013 - Present
Knight Capital Group June 2008 - April 2013
Libertas Partners February 2006 - June 2008
RBC Capital Markets 1995 - January 2006
Wertheim Schroder August 1993 - 1995
Skills
Trading, Credit, Bonds, Fixed Income, Series 7, Bloomberg, Series 63, Hedge Funds, Management, Capital Markets, Alternative Investments, Equities, Electronic Trading, Credit Trading, Investment Banking
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and Management
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance
Stifel Financial Corp. April 2013 - Present
Knight Capital Group June 2008 - April 2013
Libertas Partners February 2006 - June 2008
RBC Capital Markets 1995 - January 2006
Wertheim Schroder August 1993 - 1995
Skills
Trading, Credit, Bonds, Fixed Income, Series 7, Bloomberg, Series 63, Hedge Funds, Management, Capital Markets, Alternative Investments, Equities, Electronic Trading, Credit Trading, Investment Banking
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and Management
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance
Richard Grodeon Richard Grodeon's Stifel Financial Corp. Experience June 2012 - Present
Job Regulatory Affairs at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
Saxony Securities, Inc. October 2003 - June 2012
Edward Jones 2001 - 2003
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Finance
Stifel Financial Corp. June 2012 - Present
Saxony Securities, Inc. October 2003 - June 2012
Edward Jones 2001 - 2003
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Finance
Alexander Judd Alexander Judd's Stifel Financial Corp. Experience May 2010 - August 2010
Job IT Advisor at KPMG
Industry Accounting
Experience
KPMG August 2015 - Present
Staples May 2012 - November 2012
Stifel Financial Corp. May 2010 - August 2010
jewel-osco May 2008 - August 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Leadership, Outlook, Teamwork, Data Entry, Management
Education
University of Missouri-Columbia 2009 — 2014
Master's degree, Accounting, 3.7 GPA
University of Missouri-Columbia 2009 — 2014
Bachelor’s Degree, Accounting, 3.7
KPMG August 2015 - Present
Staples May 2012 - November 2012
Stifel Financial Corp. May 2010 - August 2010
jewel-osco May 2008 - August 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Leadership, Outlook, Teamwork, Data Entry, Management
Education
University of Missouri-Columbia 2009 — 2014
Master's degree, Accounting, 3.7 GPA
University of Missouri-Columbia 2009 — 2014
Bachelor’s Degree, Accounting, 3.7
Kraig Lange Kraig Lange's Stifel Financial Corp. Experience May 1996 - Present
Job First Vice President, Manager Insurance Department Stifel Nicolaus at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. May 1996 - Present
St Louis MO September 1987 - May 1996
Skills
Investment Planning, Wealth Management..., Asset Allocation, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Stocks, Estate Planning..., Insurance Reviews, Mutual Funds, Series 63, Insurance, Long-term Care, Investments, Disability Insurance, Series 7, Estate Planning, Wealth Management...
Education
University of Missouri - St. Louis
Bachelor's Science - Business Administration, Finance
Stifel Financial Corp. May 1996 - Present
St Louis MO September 1987 - May 1996
Skills
Investment Planning, Wealth Management..., Asset Allocation, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Stocks, Estate Planning..., Insurance Reviews, Mutual Funds, Series 63, Insurance, Long-term Care, Investments, Disability Insurance, Series 7, Estate Planning, Wealth Management...
Education
University of Missouri - St. Louis
Bachelor's Science - Business Administration, Finance
Michael (Dallas) Salinaro Michael (Dallas) Salinaro's Stifel Financial Corp. Experience April 2001 - Present
Job
Industry Financial Services
Experience
Stifel Financial Corp. April 2001 - Present
Education
University of New Hampshire 1977 — 1980
Stifel Financial Corp. April 2001 - Present
Education
University of New Hampshire 1977 — 1980
Aaron Hinz's Stifel Financial Corp. Experience March 2013 - November 2014
Job Controller at Industry Ventures
Industry Accounting
Experience
Industry Ventures November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Venrock October 2009 - March 2013
PricewaterhouseCoopers September 2005 - October 2009
Skills
Microsoft Office, Auditing, Accounting, Management, Valuation, Leadership, Financial Reporting, Financial Analysis, Financial Statements, Investments
Education
University of California, Santa Cruz 2000 — 2005
Business Management Economics, Accounting
Industry Ventures November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Venrock October 2009 - March 2013
PricewaterhouseCoopers September 2005 - October 2009
Skills
Microsoft Office, Auditing, Accounting, Management, Valuation, Leadership, Financial Reporting, Financial Analysis, Financial Statements, Investments
Education
University of California, Santa Cruz 2000 — 2005
Business Management Economics, Accounting
Grant Gaughrin's Stifel Financial Corp. Experience June 2015 - Present
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Illini Capital Management - Student Managed Fund April 2014 - March 2015
University of Illinois at Urbana-Champaign February 2013 - January 2015
William Blair & Company May 2014 - August 2014
Cook M&A Advisory Services June 2013 - August 2013
Northwestern Mutual January 2012 - January 2013
Skills
Public Speaking, Financial Modeling, Leadership, Investments, Entrepreneurship, Finance, Financial Analysis, Analysis, Capital IQ, Valuation, Bloomberg, Start-ups, Data Analysis, Risk Management, Financial Services, Investment Banking, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Economics and Finance
Stifel Financial Corp. June 2015 - Present
Illini Capital Management - Student Managed Fund April 2014 - March 2015
University of Illinois at Urbana-Champaign February 2013 - January 2015
William Blair & Company May 2014 - August 2014
Cook M&A Advisory Services June 2013 - August 2013
Northwestern Mutual January 2012 - January 2013
Skills
Public Speaking, Financial Modeling, Leadership, Investments, Entrepreneurship, Finance, Financial Analysis, Analysis, Capital IQ, Valuation, Bloomberg, Start-ups, Data Analysis, Risk Management, Financial Services, Investment Banking, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Economics and Finance
Paddraick Berry's Stifel Financial Corp. Experience September 2010 - August 2011
Job Senior Business Solutions Analyst at Mercy
Industry Information Technology and Services
Experience
Mercy September 2013 - Present
Mercy August 2011 - September 2013
Stifel Financial Corp. September 2010 - August 2011
Stellar Manufacturing Company January 2007 - September 2010
Global Transcriptions, Inc February 2006 - March 2007
Joanna W. Owen, P.C. August 2005 - February 2006
St. Louis County Circuit Court August 2003 - August 2005
The Law Office of Richard Boardman, J.D. September 1999 - July 2003
Skills
SharePoint, Integration, Requirements Analysis, Software Documentation, Databases, Project Management, Business Process, SDLC, Servers, Project Planning, Enterprise Software, Testing, Program Management, Training, Analysis, SQL, Business Intelligence, Telecommunications, Management, Visio, Systems Analysis, Business Analysis, Business Process..., IT Management, IT Strategy, ITIL, Microsoft SQL Server, Process Improvement, Troubleshooting, Vendor Management, Requirements Gathering, Quality Assurance, Disaster Recovery, Access, Data Warehousing, Security, Healthcare Information..., Information Technology
Education
Webster University 2012 — 2015
Master's degree, Information Technology Management
Webster University 2008 — 2012
MBA, Business
University of Phoenix
Bachelors of Science, Information Systems
University of Missouri-Saint Louis 2002 — 2005
Criminology
Mercy September 2013 - Present
Mercy August 2011 - September 2013
Stifel Financial Corp. September 2010 - August 2011
Stellar Manufacturing Company January 2007 - September 2010
Global Transcriptions, Inc February 2006 - March 2007
Joanna W. Owen, P.C. August 2005 - February 2006
St. Louis County Circuit Court August 2003 - August 2005
The Law Office of Richard Boardman, J.D. September 1999 - July 2003
Skills
SharePoint, Integration, Requirements Analysis, Software Documentation, Databases, Project Management, Business Process, SDLC, Servers, Project Planning, Enterprise Software, Testing, Program Management, Training, Analysis, SQL, Business Intelligence, Telecommunications, Management, Visio, Systems Analysis, Business Analysis, Business Process..., IT Management, IT Strategy, ITIL, Microsoft SQL Server, Process Improvement, Troubleshooting, Vendor Management, Requirements Gathering, Quality Assurance, Disaster Recovery, Access, Data Warehousing, Security, Healthcare Information..., Information Technology
Education
Webster University 2012 — 2015
Master's degree, Information Technology Management
Webster University 2008 — 2012
MBA, Business
University of Phoenix
Bachelors of Science, Information Systems
University of Missouri-Saint Louis 2002 — 2005
Criminology
Steve Rataj, QKA Steve Rataj, QKA's Stifel Financial Corp. Experience 2013 - Present
Job Retirement Plan Marketing Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2013 - Present
Retirement Plan Services, LLC 2004 - 2013
R-Tech Consultants, Inc. September 2003 - December 2004
Moneta Group December 1998 - February 2001
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., 401k, 403 b, 457 Plans, ERISA, Rollovers, Qualified 401(k)..., Relius Administration, SRT, Defined Contribution, Defined Benefit, Employee Benefits, Portfolio Management, Process Improvement, Property & Casualty..., Life & Health Insurance..., Accounting
Education
University of Missouri-Saint Louis 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Stifel Financial Corp. 2013 - Present
Retirement Plan Services, LLC 2004 - 2013
R-Tech Consultants, Inc. September 2003 - December 2004
Moneta Group December 1998 - February 2001
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., 401k, 403 b, 457 Plans, ERISA, Rollovers, Qualified 401(k)..., Relius Administration, SRT, Defined Contribution, Defined Benefit, Employee Benefits, Portfolio Management, Process Improvement, Property & Casualty..., Life & Health Insurance..., Accounting
Education
University of Missouri-Saint Louis 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Cody Allison Cody Allison's Stifel Financial Corp. Experience June 2015 - Present
Job Help Desk Senior Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Stifel Nicolaus May 2014 - Present
Stifel Nicolaus January 2014 - May 2014
Steak n Shake April 2013 - January 2014
Sam's Club August 2012 - April 2013
Missouri State University August 2011 - May 2012
Skills
PowerPoint, Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Customer Satisfaction, Teamwork
Education
University of Missouri-Saint Louis 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stifel Financial Corp. June 2015 - Present
Stifel Nicolaus May 2014 - Present
Stifel Nicolaus January 2014 - May 2014
Steak n Shake April 2013 - January 2014
Sam's Club August 2012 - April 2013
Missouri State University August 2011 - May 2012
Skills
PowerPoint, Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Customer Satisfaction, Teamwork
Education
University of Missouri-Saint Louis 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Andrew Hauge Andrew Hauge's Stifel Financial Corp. Experience June 2013 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. June 2013 - Present
Self-Employed January 2012 - May 2014
University of Mississippi – Media Center January 2012 - January 2013
Tom Fitts Tobacco Co. Inc May 2008 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Modeling, Accounting, Finance, Customer Service, Investments, Bloomberg, Credit, Access, Corporate Finance, Portfolio Management, Valuation, Teamwork, Strategic Financial..., Economics, Auditing
Education
University of Mississippi - School of Business Administration 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking and Finance
Episcopal Collegiate School 2009 — 2011
Stifel Financial Corp. June 2013 - Present
Self-Employed January 2012 - May 2014
University of Mississippi – Media Center January 2012 - January 2013
Tom Fitts Tobacco Co. Inc May 2008 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Modeling, Accounting, Finance, Customer Service, Investments, Bloomberg, Credit, Access, Corporate Finance, Portfolio Management, Valuation, Teamwork, Strategic Financial..., Economics, Auditing
Education
University of Mississippi - School of Business Administration 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking and Finance
Episcopal Collegiate School 2009 — 2011
Scott Huhn's Stifel Financial Corp. Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry International Affairs
Experience
University of Southern California May 2013 - Present
Stifel Financial Corp. May 2015 - August 2015
TAMID Israel Investment Group September 2013 - December 2014
StackSocial June 2014 - September 2014
Alpha Epsilon Pi December 2013 - January 2014
Cato Institute June 2013 - August 2013
Skills
Leadership, International Relations, Foreign Policy Analysis, Research, Investments, Financial Markets, Economics, Foreign Policy, Training, Social Media Marketing
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs, 4.0
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Economics, 4.0
University of Southern California May 2013 - Present
Stifel Financial Corp. May 2015 - August 2015
TAMID Israel Investment Group September 2013 - December 2014
StackSocial June 2014 - September 2014
Alpha Epsilon Pi December 2013 - January 2014
Cato Institute June 2013 - August 2013
Skills
Leadership, International Relations, Foreign Policy Analysis, Research, Investments, Financial Markets, Economics, Foreign Policy, Training, Social Media Marketing
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs, 4.0
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Economics, 4.0
Dylan S. Terrill's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
Ashley Ludwig Ashley Ludwig's Stifel Financial Corp. Experience December 2013 - Present
Job Senior Compliance Examiner at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Stifel Nicolaus July 2011 - December 2013
Stifel Nicolaus November 2010 - June 2011
Stifel Nicolaus June 2009 - November 2010
Wells Fargo Advisors October 2008 - June 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Arts, Sociology
Stifel Financial Corp. December 2013 - Present
Stifel Nicolaus July 2011 - December 2013
Stifel Nicolaus November 2010 - June 2011
Stifel Nicolaus June 2009 - November 2010
Wells Fargo Advisors October 2008 - June 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Arts, Sociology
Kyle Seals's Stifel Financial Corp. Experience May 2012 - August 2012
Job Sales Agent at Spring Venture Group
Industry Insurance
Experience
Spring Venture Group June 2015 - Present
Nike November 2014 - May 2015
University of Kansas August 2011 - May 2015
C.H. Robinson May 2014 - August 2014
Stifel Financial Corp. May 2012 - August 2012
College Works Painting February 2012 - April 2012
The UPS Store June 2009 - June 2010
Skills
Event Planning, Team Leadership, Facebook, Social Media Marketing, Social Networking, Twitter, ThomsonOne, Point and Figure..., Microsoft Word, Sports, Marketing Strategy, Public Speaking
Education
University of Kansas 2011 — 2015
Bachelor’s Degree, Supply Chain Management and Economics
Washburn University 2011 — 2011
Pre-Business
University of Nebraska-Lincoln 2010 — 2011
Pre-Business
Spring Venture Group June 2015 - Present
Nike November 2014 - May 2015
University of Kansas August 2011 - May 2015
C.H. Robinson May 2014 - August 2014
Stifel Financial Corp. May 2012 - August 2012
College Works Painting February 2012 - April 2012
The UPS Store June 2009 - June 2010
Skills
Event Planning, Team Leadership, Facebook, Social Media Marketing, Social Networking, Twitter, ThomsonOne, Point and Figure..., Microsoft Word, Sports, Marketing Strategy, Public Speaking
Education
University of Kansas 2011 — 2015
Bachelor’s Degree, Supply Chain Management and Economics
Washburn University 2011 — 2011
Pre-Business
University of Nebraska-Lincoln 2010 — 2011
Pre-Business
Vladimir Zasypkin Vladimir Zasypkin's Stifel Financial Corp. Experience May 2013 - October 2013
Job System Engineer at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation May 2014 - Present
Stifel Financial Corp. May 2013 - October 2013
McCormick January 2012 - March 2012
Target May 2011 - January 2012
Skills
Microsoft Office, SAP, Supply Chain, Customer Service, Analysis, Team Leadership, Leadership, Access, Business Strategy, HTML 5, CSS3, Ruby, Computer Hardware, Product Management, Product Marketing, Presentation Development, Marketing Research, Excel, Advertising, Online Marketing, Management, Teamwork, Strategy, Red Hat Linux, Linux, Oracle SQL Developer, Oracle PL/SQL..., Data Mining, Artificial Intelligence, Data Analysis, Time Management, AIX, HP-UX, Backend Operations, Front-end Engineering, Printers, Software Installation, Citrix, PowerPoint, Databases, Microsoft Excel
Education
University of Maryland Baltimore County 2012 — 2014
Master of Information Systems, Information Systems
Robert H. Smith School of Business, University of Maryland College 2007 — 2011
Bachelor of Science, Marketing
Cerner Corporation May 2014 - Present
Stifel Financial Corp. May 2013 - October 2013
McCormick January 2012 - March 2012
Target May 2011 - January 2012
Skills
Microsoft Office, SAP, Supply Chain, Customer Service, Analysis, Team Leadership, Leadership, Access, Business Strategy, HTML 5, CSS3, Ruby, Computer Hardware, Product Management, Product Marketing, Presentation Development, Marketing Research, Excel, Advertising, Online Marketing, Management, Teamwork, Strategy, Red Hat Linux, Linux, Oracle SQL Developer, Oracle PL/SQL..., Data Mining, Artificial Intelligence, Data Analysis, Time Management, AIX, HP-UX, Backend Operations, Front-end Engineering, Printers, Software Installation, Citrix, PowerPoint, Databases, Microsoft Excel
Education
University of Maryland Baltimore County 2012 — 2014
Master of Information Systems, Information Systems
Robert H. Smith School of Business, University of Maryland College 2007 — 2011
Bachelor of Science, Marketing
Andy Greos's Stifel Financial Corp. Experience June 2012 - August 2012
Job Growth Equity Investor at TA Associates
Industry Financial Services
Experience
TA Associates July 2015 - Present
Financial Technology Partners July 2013 - June 2015
USC Trojan Athletic Fund January 2013 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Apple May 2011 - August 2011
Skills
Event Management, Leadership, Team Leadership, Networking, Business Analysis, Investment Banking, Valuation, Photoshop, Management, Analysis, Investments, Portfolio Management
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Cherry Creek High School 2005 — 2009
TA Associates July 2015 - Present
Financial Technology Partners July 2013 - June 2015
USC Trojan Athletic Fund January 2013 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Apple May 2011 - August 2011
Skills
Event Management, Leadership, Team Leadership, Networking, Business Analysis, Investment Banking, Valuation, Photoshop, Management, Analysis, Investments, Portfolio Management
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Cherry Creek High School 2005 — 2009
Lockyear Debbie's Stifel Financial Corp. Experience 1996 - 1998
Job Arts & Humanities K5 Teacher at Jefferson County Public Schools
Industry Education Management
Experience
Jefferson County Public Schools August 2006 - Present
Byck Elementary August 2004 - August 2006
Paint Spot 2001 - 2004
Stifel Financial Corp. 1996 - 1998
Hilliard Lyons 1995 - 1996
Dean Witter Reynolds October 1992 - 1994
Skills
Visual Arts, Teaching, Staff Development, Drama, Music, Curriculum Development, Dance, Educational Technology
Education
Indiana Wesleyan University 2006 — 2007
Rank 1, Waldorf/Steiner Teacher Education, k-5
Rudolf Steiner College - Sacremento, California 2004 — 2004
Summer Institute, Waldorf/Steiner Teacher Education, k-5
University of Louisville 2001 — 2004
Master's of Arts & Teaching, Elementary Education and Teaching, k-5
Southwestern Assemblies of God University 1987 — 1990
Business Administration and Management, General
Bellarmine University
Waldorf Inspired Teacher Training Institutes, Waldorf/Steiner Teacher Education, k-5
Kentahten Teacher Training
Waldorf Inspired teaching methods, k-5
Jefferson County Public Schools August 2006 - Present
Byck Elementary August 2004 - August 2006
Paint Spot 2001 - 2004
Stifel Financial Corp. 1996 - 1998
Hilliard Lyons 1995 - 1996
Dean Witter Reynolds October 1992 - 1994
Skills
Visual Arts, Teaching, Staff Development, Drama, Music, Curriculum Development, Dance, Educational Technology
Education
Indiana Wesleyan University 2006 — 2007
Rank 1, Waldorf/Steiner Teacher Education, k-5
Rudolf Steiner College - Sacremento, California 2004 — 2004
Summer Institute, Waldorf/Steiner Teacher Education, k-5
University of Louisville 2001 — 2004
Master's of Arts & Teaching, Elementary Education and Teaching, k-5
Southwestern Assemblies of God University 1987 — 1990
Business Administration and Management, General
Bellarmine University
Waldorf Inspired Teacher Training Institutes, Waldorf/Steiner Teacher Education, k-5
Kentahten Teacher Training
Waldorf Inspired teaching methods, k-5
Pai Charasika Pai Charasika's Stifel Financial Corp. Experience August 2006 - March 2012
Job 401k Retirement Specialist Teaming up with Small Business Owners and Financial Advisors for plan success
Industry Financial Services
Experience
ADP August 2015 - Present
Raymond James Financial, Infinity Capital of Raymond James August 2012 - August 2015
Stifel Financial Corp. August 2006 - March 2012
UBS November 1999 - August 2006
National City Bank May 1998 - November 1999
Skills
Series 7, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Wealth Management, Asset Management, Series 63, Asset Managment, Retirement Planning, Customer Service, portfolio, Analysis
Education
University of Louisville 2005 — 2008
Masters of Business Administration, Business Administration and Management, General
Wake Forest University 1994 — 1998
Bachelor of Arts (BA), Communication, General
Kentucky Country Day School 1982 — 1994
ADP August 2015 - Present
Raymond James Financial, Infinity Capital of Raymond James August 2012 - August 2015
Stifel Financial Corp. August 2006 - March 2012
UBS November 1999 - August 2006
National City Bank May 1998 - November 1999
Skills
Series 7, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Wealth Management, Asset Management, Series 63, Asset Managment, Retirement Planning, Customer Service, portfolio, Analysis
Education
University of Louisville 2005 — 2008
Masters of Business Administration, Business Administration and Management, General
Wake Forest University 1994 — 1998
Bachelor of Arts (BA), Communication, General
Kentucky Country Day School 1982 — 1994
Omar Gomez Omar Gomez's Stifel Financial Corp. Experience February 2014 - April 2014
Job Business Development, Team Lead (US Central and Latin America & Caribbean) at Apttus
Industry Computer Software
Experience
Apttus September 2015 - Present
Apttus October 2014 - September 2015
Apttus August 2014 - October 2014
Stifel Financial Corp. February 2014 - April 2014
UCSF June 2013 - December 2013
Dr. Cirenio Rodriguez for Woodland School Board August 2012 - November 2012
Sacramento Area Council of Governments March 2012 - June 2012
Art Pimentel for Yolo County Supervisor February 2012 - June 2012
Skills
Community Outreach, Research, Public Speaking, PowerPoint, Spanish, Sales, Microsoft Office, SaaS, Community Development, Policy Analysis, CRM, Qualitative Research, Grant Writing, ERP, Customer Service, Quote to Cash, Social Media, Cloud Applications, ArcGIS, Sales Management, Nonprofits, Strategic Planning, Political Campaigns, Translation, Contract Management, Enterprise Software, Urban Planning, Economic Development, Sustainability, Business Development, Salesforce.com, Cloud Computing
Education
University of California, Davis 2008 — 2012
Bachelors of Science, City/Urban, Community and Regional Planning
University of California, Davis
Apttus September 2015 - Present
Apttus October 2014 - September 2015
Apttus August 2014 - October 2014
Stifel Financial Corp. February 2014 - April 2014
UCSF June 2013 - December 2013
Dr. Cirenio Rodriguez for Woodland School Board August 2012 - November 2012
Sacramento Area Council of Governments March 2012 - June 2012
Art Pimentel for Yolo County Supervisor February 2012 - June 2012
Skills
Community Outreach, Research, Public Speaking, PowerPoint, Spanish, Sales, Microsoft Office, SaaS, Community Development, Policy Analysis, CRM, Qualitative Research, Grant Writing, ERP, Customer Service, Quote to Cash, Social Media, Cloud Applications, ArcGIS, Sales Management, Nonprofits, Strategic Planning, Political Campaigns, Translation, Contract Management, Enterprise Software, Urban Planning, Economic Development, Sustainability, Business Development, Salesforce.com, Cloud Computing
Education
University of California, Davis 2008 — 2012
Bachelors of Science, City/Urban, Community and Regional Planning
University of California, Davis
Jason Yu's Stifel Financial Corp. Experience July 2013 - October 2014
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. October 2014 - Present
Stifel Financial Corp. July 2013 - October 2014
Morgan Joseph TriArtisan LLC August 2012 - December 2012
KPMG June 2012 - August 2012
Hidden River, LLC January 2012 - April 2012
Skills
Mergers, Financial Modeling, Investment Banking, Microsoft Office, Spreadsheets, Valuation, Competitive Analysis, Due Diligence, Market Research, Corporate Finance, Cantonese, Mandarin, Economics, Finance, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Raymond James Financial Inc. October 2014 - Present
Stifel Financial Corp. July 2013 - October 2014
Morgan Joseph TriArtisan LLC August 2012 - December 2012
KPMG June 2012 - August 2012
Hidden River, LLC January 2012 - April 2012
Skills
Mergers, Financial Modeling, Investment Banking, Microsoft Office, Spreadsheets, Valuation, Competitive Analysis, Due Diligence, Market Research, Corporate Finance, Cantonese, Mandarin, Economics, Finance, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Jake Levey's Stifel Financial Corp. Experience June 2014 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
M.U.S.I.C. Matters February 2011 - Present
Golden Apple Award January 2011 - Present
American Express June 2013 - August 2013
Artisan Partners May 2012 - August 2012
Stark Investments January 2010 - January 2011
Skills
Analysis, Finance, Portfolio Management, Investments, Management, Spanish, Public Speaking, Sales, Written & Oral..., Quantitative Analytics, Microsoft Excel, Microsoft Word, Networking, Leadership, Recruiting, Securities, Financial Analysis, Microsoft Office, PowerPoint, Financial Modeling
Education
Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration, Finance and Accounting, 3.86
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.8
Stifel Financial Corp. June 2014 - Present
M.U.S.I.C. Matters February 2011 - Present
Golden Apple Award January 2011 - Present
American Express June 2013 - August 2013
Artisan Partners May 2012 - August 2012
Stark Investments January 2010 - January 2011
Skills
Analysis, Finance, Portfolio Management, Investments, Management, Spanish, Public Speaking, Sales, Written & Oral..., Quantitative Analytics, Microsoft Excel, Microsoft Word, Networking, Leadership, Recruiting, Securities, Financial Analysis, Microsoft Office, PowerPoint, Financial Modeling
Education
Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration, Finance and Accounting, 3.86
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.8
Paul Fentress Paul Fentress's Stifel Financial Corp. Experience May 2013 - August 2013
Job Business Development Associate at LFM Capital
Industry Financial Services
Experience
LFM Capital November 2014 - Present
Candy Lab CandyBAR® 2014 - 2015
Stifel Financial Corp. May 2013 - August 2013
Skills
Proficient in Microsoft..., Social Media..., Volunteer Recruiting, Pinterest, Prezi, Strategic Communications, YouTube, Interviewing Skills, Hootsuite, Social Media Measurement, Interpersonal..., Interpersonal..., Computer-savvy, Corporate Communications, Microsoft Word, Teamwork, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint
Education
Vanderbilt University 2013 — 2016
Bachelor's Degree, Human & Organizational Development
University of Missouri-Columbia 2012 — 2013
St. Louis University High School 2008 — 2012
LFM Capital November 2014 - Present
Candy Lab CandyBAR® 2014 - 2015
Stifel Financial Corp. May 2013 - August 2013
Skills
Proficient in Microsoft..., Social Media..., Volunteer Recruiting, Pinterest, Prezi, Strategic Communications, YouTube, Interviewing Skills, Hootsuite, Social Media Measurement, Interpersonal..., Interpersonal..., Computer-savvy, Corporate Communications, Microsoft Word, Teamwork, Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint
Education
Vanderbilt University 2013 — 2016
Bachelor's Degree, Human & Organizational Development
University of Missouri-Columbia 2012 — 2013
St. Louis University High School 2008 — 2012
Andrew Ang Andrew Ang's Stifel Financial Corp. Experience December 2014 - Present
Job Associate Analyst at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. December 2014 - Present
Sagient Research August 2012 - November 2014
Office of Student Affairs, UC San Diego September 2011 - January 2012
Moores Cancer Center - UC San Diego 2010 - 2012
Associated Students of UC San Diego May 2010 - May 2011
Skills
Research, Leadership, Biochemistry, Data Analysis, Public Speaking, Community Outreach, Leadership Development, Analysis, Laboratory Skills, Team Leadership, Enzymes, Pharmaceutical Research, Protein Assays, Market Research, Biotechnology Industry, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Policy, Policy Analysis, Fundraising
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Biochemistry and Cell Biology
Stifel Financial Corp. December 2014 - Present
Sagient Research August 2012 - November 2014
Office of Student Affairs, UC San Diego September 2011 - January 2012
Moores Cancer Center - UC San Diego 2010 - 2012
Associated Students of UC San Diego May 2010 - May 2011
Skills
Research, Leadership, Biochemistry, Data Analysis, Public Speaking, Community Outreach, Leadership Development, Analysis, Laboratory Skills, Team Leadership, Enzymes, Pharmaceutical Research, Protein Assays, Market Research, Biotechnology Industry, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Policy, Policy Analysis, Fundraising
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Biochemistry and Cell Biology
Dennis Dai Dennis Dai's Stifel Financial Corp. Experience March 2014 - August 2014
Job Financial Services & Technology Startup
Industry Financial Services
Experience
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
G. Michael Perros's Stifel Financial Corp. Experience February 2007 - April 2013
Job President, Registered Investment Advisor at Encompass Financial Advisors
Industry Investment Management
Experience
Encompass Financial Advisors April 2013 - Present
Stifel Financial Corp. February 2007 - April 2013
Hilliard Lyons October 1982 - February 2007
Skills
Portfolio Management, Asset Management, Equities, Financial Analysis, Fixed Income, Valuation, Hedge Funds, Mutual Funds, Bloomberg
Education
University of Kentucky 1976 — 2001
Bachelor of Applied Science (B.A.Sc.), Production Agriculture
Securities Industry Institute at the Wharton School 1994 — 1996
Encompass Financial Advisors April 2013 - Present
Stifel Financial Corp. February 2007 - April 2013
Hilliard Lyons October 1982 - February 2007
Skills
Portfolio Management, Asset Management, Equities, Financial Analysis, Fixed Income, Valuation, Hedge Funds, Mutual Funds, Bloomberg
Education
University of Kentucky 1976 — 2001
Bachelor of Applied Science (B.A.Sc.), Production Agriculture
Securities Industry Institute at the Wharton School 1994 — 1996
Arash Soleimani, CFA, CPA Arash Soleimani, CFA, CPA's Stifel Financial Corp. Experience March 2012 - February 2013
Job Vice President Equity Research
Industry Capital Markets
Experience
KBW January 2015 - Present
KBW February 2013 - January 2015
Stifel Financial Corp. March 2012 - February 2013
Stifel Financial Corp. December 2009 - March 2012
Deloitte August 2009 - December 2009
Deloitte September 2007 - August 2009
NASDAQ Stock Market September 2006 - August 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Industry Analysis, Accounting Research, Due Diligence, Competitive Analysis, Corporate Finance, Fixed Income, Sarbanes-Oxley Act, Equities, Mergers & Acquisitions, Private Equity, Capital Markets, Portfolio Management, Hedge Funds, Bloomberg, Investments, Investment Banking, Internal Controls, Equity Valuation, CPA, Alternative Investments, SEC filings, Derivatives, Auditing, Securities, IPO, US GAAP, Asset Management, DCF
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Accounting
KBW January 2015 - Present
KBW February 2013 - January 2015
Stifel Financial Corp. March 2012 - February 2013
Stifel Financial Corp. December 2009 - March 2012
Deloitte August 2009 - December 2009
Deloitte September 2007 - August 2009
NASDAQ Stock Market September 2006 - August 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Industry Analysis, Accounting Research, Due Diligence, Competitive Analysis, Corporate Finance, Fixed Income, Sarbanes-Oxley Act, Equities, Mergers & Acquisitions, Private Equity, Capital Markets, Portfolio Management, Hedge Funds, Bloomberg, Investments, Investment Banking, Internal Controls, Equity Valuation, CPA, Alternative Investments, SEC filings, Derivatives, Auditing, Securities, IPO, US GAAP, Asset Management, DCF
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Accounting
David Simek David Simek's Stifel Financial Corp. Experience March 2013 - November 2014
Job Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Tervooren Matthew Tervooren's Stifel Financial Corp. Experience June 2010 - August 2010
Job Product Manager at Thrillist Media Group
Industry Internet
Experience
Thrillist Media Group January 2015 - Present
Repunch 2011 - 2014
Stifel Financial Corp. June 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Social Media Marketing, Strategic Partnerships, CRM, Mobile Applications, Product Management, Account Management
Education
University of Michigan 2007 — 2011
B.A., Economics
The Lawrenceville School 2003 — 2007
Thrillist Media Group January 2015 - Present
Repunch 2011 - 2014
Stifel Financial Corp. June 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Social Media Marketing, Strategic Partnerships, CRM, Mobile Applications, Product Management, Account Management
Education
University of Michigan 2007 — 2011
B.A., Economics
The Lawrenceville School 2003 — 2007
Charlie Crowley Charlie Crowley's Stifel Financial Corp. Experience April 2007 - July 2010
Job Managing Director at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. April 2007 - July 2010
Ryan Beck & Co. (acquired by Stifel) June 2005 - April 2007
FBR March 2001 - June 2005
McDonald & Company (acquired by KeyCorp) January 1990 - March 2001
Skills
Investment Banking, Banking, Capital Markets, Private Equity, Investments, Valuation, Equities, Corporate Finance, Series 7
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Accounting
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. April 2007 - July 2010
Ryan Beck & Co. (acquired by Stifel) June 2005 - April 2007
FBR March 2001 - June 2005
McDonald & Company (acquired by KeyCorp) January 1990 - March 2001
Skills
Investment Banking, Banking, Capital Markets, Private Equity, Investments, Valuation, Equities, Corporate Finance, Series 7
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Accounting
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Mary DeVore's Stifel Financial Corp. Experience March 2015 - Present
Job Human Resources Assistant at Chase Park Plaza
Industry Human Resources
Experience
Stifel Financial Corp. March 2015 - Present
Chase Park Plaza August 2012 - March 2015
Hilton St. Louis at the Ballpark February 2012 - August 2012
The Upper Crust Bakery and Cafe August 2010 - November 2011
The Merk Bistro Italiano June 2010 - July 2010
Skills
Hospitality Management, Hotels, Customer Service, Hospitality, Microsoft Office, Inventory Management, Hospitality Industry, Revenue Analysis, Microsoft Excel
Education
Webster University 2012 — 2014
Master of Arts (MA), Human Resources Management
University of Missouri-Columbia 2008 — 2010
Bachelor of Science, Hotel and Restaurant Management
Stifel Financial Corp. March 2015 - Present
Chase Park Plaza August 2012 - March 2015
Hilton St. Louis at the Ballpark February 2012 - August 2012
The Upper Crust Bakery and Cafe August 2010 - November 2011
The Merk Bistro Italiano June 2010 - July 2010
Skills
Hospitality Management, Hotels, Customer Service, Hospitality, Microsoft Office, Inventory Management, Hospitality Industry, Revenue Analysis, Microsoft Excel
Education
Webster University 2012 — 2014
Master of Arts (MA), Human Resources Management
University of Missouri-Columbia 2008 — 2010
Bachelor of Science, Hotel and Restaurant Management
Lindsey Koller Lindsey Koller's Stifel Financial Corp. Experience June 2014 - August 2014
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
JAG Capital Management LLC May 2013 - July 2013
Insomnia Cookies September 2012 - May 2013
JAG Capital Management LLC June 2012 - August 2012
Koller Enterprises May 2011 - August 2011
Skills
PowerPoint, Social Media, Research, Event Planning, Market Research, Social Media Marketing, Data Analysis, Spanish
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Huntsman Program in International Studies and Business
Visitation Academy 2005 — 2011
The Boston Consulting Group September 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
JAG Capital Management LLC May 2013 - July 2013
Insomnia Cookies September 2012 - May 2013
JAG Capital Management LLC June 2012 - August 2012
Koller Enterprises May 2011 - August 2011
Skills
PowerPoint, Social Media, Research, Event Planning, Market Research, Social Media Marketing, Data Analysis, Spanish
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Huntsman Program in International Studies and Business
Visitation Academy 2005 — 2011
Scott Smithson Scott Smithson's Stifel Financial Corp. Experience May 2013 - June 2015
Job Associate at Blitz, Bardgett & Deutsch, L.C.
Industry Law Practice
Experience
Blitz, Bardgett & Deutsch, LC June 2015 - Present
Stifel Financial Corp. May 2013 - June 2015
University of Missouri August 2012 - May 2013
University of Missouri May 2012 - May 2013
St. Louis City Circuit Attorney's Office May 2012 - August 2012
22nd Circuit May 2011 - August 2011
River City Casino January 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Editing
Education
University of Missouri-Columbia 2010 — 2013
Doctor of Law (JD), 3L
University of Missouri-Columbia 2006 — 2009
B.S. in Business Administration
Blitz, Bardgett & Deutsch, LC June 2015 - Present
Stifel Financial Corp. May 2013 - June 2015
University of Missouri August 2012 - May 2013
University of Missouri May 2012 - May 2013
St. Louis City Circuit Attorney's Office May 2012 - August 2012
22nd Circuit May 2011 - August 2011
River City Casino January 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Editing
Education
University of Missouri-Columbia 2010 — 2013
Doctor of Law (JD), 3L
University of Missouri-Columbia 2006 — 2009
B.S. in Business Administration
Dan Gilligan Dan Gilligan's Stifel Financial Corp. Experience March 2015 - Present
Job Senior PCG Compliance Examiner at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Sean Dougherty's Stifel Financial Corp. Experience 2009 - 2011
Job Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments March 2014 - Present
FBR October 2013 - March 2014
UBS 2011 - 2013
Stifel Financial Corp. 2009 - 2011
Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Malvern Prep 2000 — 2004
Inverness Graham Investments March 2014 - Present
FBR October 2013 - March 2014
UBS 2011 - 2013
Stifel Financial Corp. 2009 - 2011
Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Malvern Prep 2000 — 2004
Connor Koorbusch Connor Koorbusch's Stifel Financial Corp. Experience June 2015 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Stifel Financial Corp. June 2014 - Present
University of Richmond Robins School of Business August 2011 - Present
Avalon Capital Management June 2013 - August 2013
Innis Arden Golf Club May 2011 - August 2012
Skills
Outstanding..., Proficient in..., Strategic Planning, Microsoft Office, Social Media
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Junior
Brunswick School 2002 — 2011
Stifel Financial Corp. June 2015 - Present
Stifel Financial Corp. June 2014 - Present
University of Richmond Robins School of Business August 2011 - Present
Avalon Capital Management June 2013 - August 2013
Innis Arden Golf Club May 2011 - August 2012
Skills
Outstanding..., Proficient in..., Strategic Planning, Microsoft Office, Social Media
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Junior
Brunswick School 2002 — 2011
Cameron Hockaday's Stifel Financial Corp. Experience 2012 - Present
Job Registered Sales Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2012 - Present
Merrill Lynch September 2010 - January 2012
AT&T May 2009 - November 2011
AT&T November 2009 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Wealth Management, Equities, Asset Allocation, Retirement Planning, Uniform Combined State..., Fixed Income, Retirement, Investment Advisory, FINRA, Portfolio Management, Alternative Investments, Series 65, Bonds, Asset Management
Education
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
The Bolles School 2001 — 2005
Stifel Financial Corp. 2012 - Present
Merrill Lynch September 2010 - January 2012
AT&T May 2009 - November 2011
AT&T November 2009 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Wealth Management, Equities, Asset Allocation, Retirement Planning, Uniform Combined State..., Fixed Income, Retirement, Investment Advisory, FINRA, Portfolio Management, Alternative Investments, Series 65, Bonds, Asset Management
Education
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
The Bolles School 2001 — 2005
Jeff Prince Jeff Prince's Stifel Financial Corp. Experience June 2010 - June 2012
Job CFO at ProCourse Fiduciary Advisors, LLC
Industry Financial Services
Experience
ProCourse Fiduciary Advisors, LLC June 2012 - Present
Stifel Financial Corp. June 2010 - June 2012
Ventura Kuehn & Associates, Inc. November 2003 - June 2010
Franz CPAs Inc. February 1999 - October 2003
Skills
Financial Analysis, Business Planning, CPA, Financial Reporting, Private Equity, Strategic Planning, Sarbanes-Oxley Act, Risk Management, Budgets, Valuation, Process Improvement
Education
University of Cincinnati 1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance
ProCourse Fiduciary Advisors, LLC June 2012 - Present
Stifel Financial Corp. June 2010 - June 2012
Ventura Kuehn & Associates, Inc. November 2003 - June 2010
Franz CPAs Inc. February 1999 - October 2003
Skills
Financial Analysis, Business Planning, CPA, Financial Reporting, Private Equity, Strategic Planning, Sarbanes-Oxley Act, Risk Management, Budgets, Valuation, Process Improvement
Education
University of Cincinnati 1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance
Kenneth Beyer's Stifel Financial Corp. Experience September 2014 - Present
Job Associate Equity Research Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2014 - Present
PwC July 2014 - September 2014
PwC July 2013 - July 2014
PwC September 2012 - July 2013
University of Illinois at Urbana-Champaign August 2010 - May 2012
PwC June 2011 - August 2011
Skills
Auditing, Finance, Budgets, Internal Controls, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Stifel Financial Corp. September 2014 - Present
PwC July 2014 - September 2014
PwC July 2013 - July 2014
PwC September 2012 - July 2013
University of Illinois at Urbana-Champaign August 2010 - May 2012
PwC June 2011 - August 2011
Skills
Auditing, Finance, Budgets, Internal Controls, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Edward Chu Edward Chu's Stifel Financial Corp. Experience 2012 - Present
Job IT Systems Engineer at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. 2012 - Present
Stifel Financial Corp. July 2010 - February 2012
Thomas Weisel Partners January 2010 - July 2010
Thomas Weisel Partners 2008 - 2009
Thomas Weisel Partners 2005 - 2008
Iridium Technology Group May 2004 - September 2005
Unovo Product Design 2002 - 2004
USSA.com November 2001 - November 2002
NU Optical Media July 2001 - October 2001
Skills
VMware, CommVault, Data Domain, EMC SAN Administration, Dell Compellent, Active Directory, Citrix, Change Management, Windows, Project Coordination, Team Management, SQL, Software Documentation, System Administration, Disaster Recovery, Inventory Management, Leadership, MobileIron, Blackberry Enterprise...
Education
University Of California at Davis 1996 — 2001
Bachelor of Science, Managerial Economics
Stifel Financial Corp. 2012 - Present
Stifel Financial Corp. July 2010 - February 2012
Thomas Weisel Partners January 2010 - July 2010
Thomas Weisel Partners 2008 - 2009
Thomas Weisel Partners 2005 - 2008
Iridium Technology Group May 2004 - September 2005
Unovo Product Design 2002 - 2004
USSA.com November 2001 - November 2002
NU Optical Media July 2001 - October 2001
Skills
VMware, CommVault, Data Domain, EMC SAN Administration, Dell Compellent, Active Directory, Citrix, Change Management, Windows, Project Coordination, Team Management, SQL, Software Documentation, System Administration, Disaster Recovery, Inventory Management, Leadership, MobileIron, Blackberry Enterprise...
Education
University Of California at Davis 1996 — 2001
Bachelor of Science, Managerial Economics
Robert Stauffer III Robert Stauffer III's Stifel Financial Corp. Experience June 2014 - Present
Job Institutional Group at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
RS Capital Partners LLC 2012 - Present
Elutions October 2012 - August 2013
Barclays June 2009 - April 2012
Smith Barney February 2006 - May 2009
Legg Mason October 2004 - February 2006
Park Avenue Securities May 1999 - October 2004
Legg Mason May 1997 - January 1998
Skills
Wealth Management, Series 7, Financial Services, Asset Managment, Alternative Investments, Banking, Capital Markets, Credit, Finance, Asset Management, Asset Allocation, Hedge Funds, Socially Responsible..., Charitable Gift Planning, Investment Advisory, Investment Management, Philanthropic Planning, Philanthropy, Fixed Income, CRM, Equities, Private Equity, Compliance, Risk Management, Structured Products, Financial Analysis, Third Party Distribution, Bloomberg Terminal, Charles River IMS, National Accounts
Education
University of Maryland College Park 1994 — 1998
Bachelor's degree
Stifel Financial Corp. June 2014 - Present
RS Capital Partners LLC 2012 - Present
Elutions October 2012 - August 2013
Barclays June 2009 - April 2012
Smith Barney February 2006 - May 2009
Legg Mason October 2004 - February 2006
Park Avenue Securities May 1999 - October 2004
Legg Mason May 1997 - January 1998
Skills
Wealth Management, Series 7, Financial Services, Asset Managment, Alternative Investments, Banking, Capital Markets, Credit, Finance, Asset Management, Asset Allocation, Hedge Funds, Socially Responsible..., Charitable Gift Planning, Investment Advisory, Investment Management, Philanthropic Planning, Philanthropy, Fixed Income, CRM, Equities, Private Equity, Compliance, Risk Management, Structured Products, Financial Analysis, Third Party Distribution, Bloomberg Terminal, Charles River IMS, National Accounts
Education
University of Maryland College Park 1994 — 1998
Bachelor's degree
Matthew Di Francesco Matthew Di Francesco's Stifel Financial Corp. Experience September 2009 - November 2013
Job FinancialLifestyle Coach & Personal CFO for Individuals, Families and Businesses at DiFrancesco Financial Concierge
Industry Financial Services
Experience
DiFrancesco Financial Concierge November 2013 - Present
Stifel Financial Corp. September 2009 - November 2013
UBS Financial Services, Inc. June 2005 - September 2009
Altria November 1996 - February 2005
Premier Farnell October 1993 - November 1996
Freelance Photographer August 1989 - October 1993
Skills
Fiduciary Services, Financial Coaching, Strategic Financial..., Personal CFO, Wealth Management, Life Coaching, Retirement Planning, Business Strategy, Investments, Life Insurance Planning..., Business Planning, Estate Planning, College Funding..., Retirement Plan..., Charitable Gift Planning, Family Wealth Management, Entrepreneurship, Qualified Retirement..., Elder Care, Survivor Income, Social Security, Succession Planning, Leadership Development, Leadership, Employee Benefits, Portfolio Management, Alternative Investments, Small Business, Non-profit Boards, Personal Development, Creative Financing
Education
University of Michigan 1983 — 1987
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bishop McCort High School 1981 — 1983
Westmont Hilltop High School 1979 — 1981
DiFrancesco Financial Concierge November 2013 - Present
Stifel Financial Corp. September 2009 - November 2013
UBS Financial Services, Inc. June 2005 - September 2009
Altria November 1996 - February 2005
Premier Farnell October 1993 - November 1996
Freelance Photographer August 1989 - October 1993
Skills
Fiduciary Services, Financial Coaching, Strategic Financial..., Personal CFO, Wealth Management, Life Coaching, Retirement Planning, Business Strategy, Investments, Life Insurance Planning..., Business Planning, Estate Planning, College Funding..., Retirement Plan..., Charitable Gift Planning, Family Wealth Management, Entrepreneurship, Qualified Retirement..., Elder Care, Survivor Income, Social Security, Succession Planning, Leadership Development, Leadership, Employee Benefits, Portfolio Management, Alternative Investments, Small Business, Non-profit Boards, Personal Development, Creative Financing
Education
University of Michigan 1983 — 1987
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bishop McCort High School 1981 — 1983
Westmont Hilltop High School 1979 — 1981
Lend Hasku Lend Hasku's Stifel Financial Corp. Experience April 2013 - Present
Job Associate, Investment Banking at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. April 2013 - Present
Stifel Financial Corp. May 2012 - April 2013
Credit Agricole Corporate & Investment Bank July 2010 - May 2012
ING Investment Management May 2008 - August 2008
Skills
Financial Modeling, Leveraged Finance, Valuation, Credit Analysis, Comparable Analysis, Liquidity Analysis, DCF Valuation, Multiples, Enterprise Valuation, LBO, Equity Valuation, IPO, Corporate Finance
Education
University of Connecticut 2005 — 2009
BA, Economics
Cheshire High School 2001 — 2005
Stifel Financial Corp. April 2013 - Present
Stifel Financial Corp. May 2012 - April 2013
Credit Agricole Corporate & Investment Bank July 2010 - May 2012
ING Investment Management May 2008 - August 2008
Skills
Financial Modeling, Leveraged Finance, Valuation, Credit Analysis, Comparable Analysis, Liquidity Analysis, DCF Valuation, Multiples, Enterprise Valuation, LBO, Equity Valuation, IPO, Corporate Finance
Education
University of Connecticut 2005 — 2009
BA, Economics
Cheshire High School 2001 — 2005
Brandon Chan's Stifel Financial Corp. Experience August 2014 - Present
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2014 - Present
Morgan Stanley Wealth Management August 2013 - May 2014
UCLA Smart Grid Energy Research Center (SMERC) June 2013 - September 2013
UCLA September 2011 - June 2013
Portland State University June 2011 - August 2011
Skills
Sports, Microsoft Office, Matlab, Research, Microsoft Word, PowerPoint, Microsoft Excel, Management, C++, CAD, Social Media Marketing, Strategic Planning, Public Relations, Solidworks, Data Analysis
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Mechanical Engineering
Terra Nova High School 2006 — 2010
Valedictorian
Stifel Financial Corp. August 2014 - Present
Morgan Stanley Wealth Management August 2013 - May 2014
UCLA Smart Grid Energy Research Center (SMERC) June 2013 - September 2013
UCLA September 2011 - June 2013
Portland State University June 2011 - August 2011
Skills
Sports, Microsoft Office, Matlab, Research, Microsoft Word, PowerPoint, Microsoft Excel, Management, C++, CAD, Social Media Marketing, Strategic Planning, Public Relations, Solidworks, Data Analysis
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Mechanical Engineering
Terra Nova High School 2006 — 2010
Valedictorian
Katie Baroway's Stifel Financial Corp. Experience May 2011 - August 2011
Job Baker at Spruce Confections
Industry Food Production
Experience
Spruce Confections January 2015 - Present
ISU Insurance Services of Colorado, Inc. August 2013 - March 2015
Centerplate August 2012 - March 2014
City of Lakewood Colorado March 2008 - August 2012
University of Colorado Housing and Dining Services January 2011 - May 2012
Stifel Financial Corp. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Leadership, Customer Service, Community Outreach, Teaching, Event Planning, Fundraising, Training, Management, Insurance
Education
Cook Street School of Culinary Arts and Wine 2014 — 2014
University of Colorado Denver 2013 — 2013
Economics
University of Colorado at Boulder 2010 — 2013
Economics
Spruce Confections January 2015 - Present
ISU Insurance Services of Colorado, Inc. August 2013 - March 2015
Centerplate August 2012 - March 2014
City of Lakewood Colorado March 2008 - August 2012
University of Colorado Housing and Dining Services January 2011 - May 2012
Stifel Financial Corp. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Leadership, Customer Service, Community Outreach, Teaching, Event Planning, Fundraising, Training, Management, Insurance
Education
Cook Street School of Culinary Arts and Wine 2014 — 2014
University of Colorado Denver 2013 — 2013
Economics
University of Colorado at Boulder 2010 — 2013
Economics
Joshua Cahen Joshua Cahen's Stifel Financial Corp. Experience June 2013 - August 2013
Job M&A Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
MidSpan Partners October 2012 - February 2013
Quosap June 2012 - August 2012
Silicon Valley Capital Management June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Financial Modeling, Economics, Consulting, Leadership, Bloomberg
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Hillsdale High School 2006 — 2010
The Blackstone Group June 2014 - Present
Stifel Financial Corp. June 2013 - August 2013
MidSpan Partners October 2012 - February 2013
Quosap June 2012 - August 2012
Silicon Valley Capital Management June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Financial Modeling, Economics, Consulting, Leadership, Bloomberg
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Hillsdale High School 2006 — 2010
Grant Hosking's Stifel Financial Corp. Experience July 2007 - Present
Job Vice President, Investment Banking at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2007 - Present
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Corporate Finance, Value Investing, Financial Analysis, Entrepreneurship, Due Diligence, Private Equity, Capital Markets, Investments, Finance, Equity Research, Smartphones
Education
University of Richmond 2003 — 2007
Lake Forest Academy 1999 — 2003
Stifel Financial Corp. July 2007 - Present
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Corporate Finance, Value Investing, Financial Analysis, Entrepreneurship, Due Diligence, Private Equity, Capital Markets, Investments, Finance, Equity Research, Smartphones
Education
University of Richmond 2003 — 2007
Lake Forest Academy 1999 — 2003
Brandon Sheffield, CPA, MAcc Brandon Sheffield, CPA, MAcc's Stifel Financial Corp. Experience 2005 - 2011
Job Senior Technical Analyst at NISA Investment Advisors
Industry Financial Services
Experience
NISA Investment Advisors, L.L.C. August 2014 - Present
Penn National Gaming 2014 - 2014
EBS Recruiting 2013 - 2014
Budget Blinds of Creve Coeur, Maryland Heights and Webster Groves 2011 - 2013
Stifel Financial Corp. 2005 - 2011
Davis, Keller & Wiggins, LLC 2003 - 2005
Skills
Accounting, Financial Analysis, Process Improvement, Auditing, Internal Controls, Risk Management, Project Management, Finance, Account Reconciliation, Microsoft Access, Microsoft Excel, SQL, Visual Basic, QuickBooks, Oracle, Microsoft Office, Prosystem, Process Automation, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Month End Close, Year-end Close, P&L Analysis, Spreadsheets, Budgets, Management
Education
University of Missouri-Columbia, College of Business 1998 — 2003
Masters, Accounting
University of Missouri 1998 — 2003
Graduate Certificate, Information Systems
University of Missouri-Columbia, College of Business 1998 — 2003
Bachelor, Accountancy
Mark Twain High
NISA Investment Advisors, L.L.C. August 2014 - Present
Penn National Gaming 2014 - 2014
EBS Recruiting 2013 - 2014
Budget Blinds of Creve Coeur, Maryland Heights and Webster Groves 2011 - 2013
Stifel Financial Corp. 2005 - 2011
Davis, Keller & Wiggins, LLC 2003 - 2005
Skills
Accounting, Financial Analysis, Process Improvement, Auditing, Internal Controls, Risk Management, Project Management, Finance, Account Reconciliation, Microsoft Access, Microsoft Excel, SQL, Visual Basic, QuickBooks, Oracle, Microsoft Office, Prosystem, Process Automation, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Month End Close, Year-end Close, P&L Analysis, Spreadsheets, Budgets, Management
Education
University of Missouri-Columbia, College of Business 1998 — 2003
Masters, Accounting
University of Missouri 1998 — 2003
Graduate Certificate, Information Systems
University of Missouri-Columbia, College of Business 1998 — 2003
Bachelor, Accountancy
Mark Twain High
Joseph Citro Joseph Citro's Stifel Financial Corp. Experience August 2014 - Present
Job Compliance Manager, Asset Management at Stifel Financial Corp.
Industry Investment Management
Experience
Stifel Financial Corp. August 2014 - Present
Hudkins Law PLLC June 2012 - August 2014
Hudkins Law PLLC January 2012 - May 2012
Nixon, Vogelman, Barry, Slawsky & Simoneau, PA August 2011 - December 2011
University of New Hampshire School of Law - Consumer and Commercial Clinic May 2011 - August 2011
University of New Hampshire School of Law August 2010 - December 2010
Education
University of New Hampshire School of Law 2009 — 2012
Doctor of Law (JD)
University College Cork: E-law Summer Institute 2010 — 2010
University of Missouri-Columbia
Bachelor of Arts (BA), English
Stifel Financial Corp. August 2014 - Present
Hudkins Law PLLC June 2012 - August 2014
Hudkins Law PLLC January 2012 - May 2012
Nixon, Vogelman, Barry, Slawsky & Simoneau, PA August 2011 - December 2011
University of New Hampshire School of Law - Consumer and Commercial Clinic May 2011 - August 2011
University of New Hampshire School of Law August 2010 - December 2010
Education
University of New Hampshire School of Law 2009 — 2012
Doctor of Law (JD)
University College Cork: E-law Summer Institute 2010 — 2010
University of Missouri-Columbia
Bachelor of Arts (BA), English
Richard Siegel Richard Siegel's Stifel Financial Corp. Experience January 2012 - Present
Job Managing Director, High Yield/Distressed Fixed Income Sales
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Miriam ODell Miriam ODell's Stifel Financial Corp. Experience June 2013 - Present
Job Administrative Assistant at Stifel Financial Corp.
Industry Public Relations and Communications
Experience
MICHE August 2014 - Present
Stifel Financial Corp. June 2013 - Present
Xcelerator Labs October 2012 - March 2013
Los Angeles Job Corps Center January 2010 - October 2012
Jackson County Public Library July 2008 - December 2009
Serwiz Solutions April 2007 - February 2008
Kennedy/Jenks Consultants February 2005 - February 2006
Captions, Inc September 2000 - July 2004
USC Distance Education Network August 1999 - September 2000
Skills
Customer Relations, Microsoft Office, Word, Excel, Scheduling, Research, Writing, Editing, PowerPoint, Customer Service, Event Planning, Problem Solving, Outlook, Teamwork, HTML, Data Entry, Telephone Skills, Microsoft Excel, Microsoft Word, Mac, Supervisory Skills, Social Networking, Public Speaking, Project Management, Management, Program Development, Staff Development, Process Scheduler, Team Building, Marketing, Sales, Community Outreach, Time Management
Education
University of Southern California 1995 — 1999
B.A., Cinema-Television
Roswell High School 1991 — 1995
MICHE August 2014 - Present
Stifel Financial Corp. June 2013 - Present
Xcelerator Labs October 2012 - March 2013
Los Angeles Job Corps Center January 2010 - October 2012
Jackson County Public Library July 2008 - December 2009
Serwiz Solutions April 2007 - February 2008
Kennedy/Jenks Consultants February 2005 - February 2006
Captions, Inc September 2000 - July 2004
USC Distance Education Network August 1999 - September 2000
Skills
Customer Relations, Microsoft Office, Word, Excel, Scheduling, Research, Writing, Editing, PowerPoint, Customer Service, Event Planning, Problem Solving, Outlook, Teamwork, HTML, Data Entry, Telephone Skills, Microsoft Excel, Microsoft Word, Mac, Supervisory Skills, Social Networking, Public Speaking, Project Management, Management, Program Development, Staff Development, Process Scheduler, Team Building, Marketing, Sales, Community Outreach, Time Management
Education
University of Southern California 1995 — 1999
B.A., Cinema-Television
Roswell High School 1991 — 1995
David Bauerle's Stifel Financial Corp. Experience May 2010 - November 2011
Job Imaging Specialist at InterMed XRay Inc.
Industry Medical Devices
Experience
InterMed X-Ray, Inc. November 2011 - Present
Stifel Financial Corp. May 2010 - November 2011
Skills
Customer Relations, Microsoft Office, Problem Solving, Customer Service, Advertising, Social Media, Marketing Strategy, Online Marketing, Public Speaking, AGFA NX, Social Media Marketing, Social Networking, Managment, Contract Negotiation, PowerPoint, Sales, Recruiting, Project Management, Leadership, Account Management, Medical Imaging, Management
Education
University of Florida 2006 — 2011
Bachelor of Science FRE, International Trade, Economics, Management
University of Florida
InterMed X-Ray, Inc. November 2011 - Present
Stifel Financial Corp. May 2010 - November 2011
Skills
Customer Relations, Microsoft Office, Problem Solving, Customer Service, Advertising, Social Media, Marketing Strategy, Online Marketing, Public Speaking, AGFA NX, Social Media Marketing, Social Networking, Managment, Contract Negotiation, PowerPoint, Sales, Recruiting, Project Management, Leadership, Account Management, Medical Imaging, Management
Education
University of Florida 2006 — 2011
Bachelor of Science FRE, International Trade, Economics, Management
University of Florida
Danielle Buonaiuto Goyne Danielle Buonaiuto Goyne's Stifel Financial Corp. Experience October 2012 - Present
Job Head of Weisel Family Office at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. October 2012 - Present
Deloitte Tax May 2002 - October 2012
Arthur Andersen September 1995 - May 2002
Education
University of California, Davis 1990 — 1995
BS, Managerial Economics
University of California, Davis 1990 — 1995
BA, International Relations
Carlmont High School 1986 — 1990
n/a, n/a
Stifel Financial Corp. October 2012 - Present
Deloitte Tax May 2002 - October 2012
Arthur Andersen September 1995 - May 2002
Education
University of California, Davis 1990 — 1995
BS, Managerial Economics
University of California, Davis 1990 — 1995
BA, International Relations
Carlmont High School 1986 — 1990
n/a, n/a
Joey De Rose Joey De Rose's Stifel Financial Corp. Experience July 2012 - November 2013
Job Reporting Analyst at Scottrade
Industry Financial Services
Experience
Scottrade July 2015 - Present
Thomson Reuters December 2013 - June 2015
Stifel Financial Corp. July 2012 - November 2013
COUNTRY Financial® January 2012 - June 2012
Skills
Series 6, Series 63, Customer Service, Equities, Finance, Trading, Options
Education
University of Missouri-Saint Louis 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Banking
Scottrade July 2015 - Present
Thomson Reuters December 2013 - June 2015
Stifel Financial Corp. July 2012 - November 2013
COUNTRY Financial® January 2012 - June 2012
Skills
Series 6, Series 63, Customer Service, Equities, Finance, Trading, Options
Education
University of Missouri-Saint Louis 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Banking
James Steinlage MAcc James Steinlage MAcc's Stifel Financial Corp. Experience April 2014 - Present
Job Leveraged Finance Analyst
Industry Investment Banking
Experience
Stifel Financial Corp. April 2014 - Present
HSN September 2013 - March 2014
Warren Averett, LLC January 2013 - June 2013
CENTURY 21® May 2010 - January 2013
Oragenics, Inc May 2010 - September 2010
Skills
Valuation, Mergers & Acquisitions, Corporate Finance, Finance, Capital Markets, Investment Banking, Portfolio Management, Financial Services, Trading, Business Strategy, Investor Relations, Tax, Business Valuation, Options, Financial Analysis, Financial Modeling, Due Diligence, Financial Reporting, Asset Management, Venture Capital
Education
University of South Florida 2012 — 2013
Masters in accounting, Taxation, 3.6
University of Miami - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.2
Stifel Financial Corp. April 2014 - Present
HSN September 2013 - March 2014
Warren Averett, LLC January 2013 - June 2013
CENTURY 21® May 2010 - January 2013
Oragenics, Inc May 2010 - September 2010
Skills
Valuation, Mergers & Acquisitions, Corporate Finance, Finance, Capital Markets, Investment Banking, Portfolio Management, Financial Services, Trading, Business Strategy, Investor Relations, Tax, Business Valuation, Options, Financial Analysis, Financial Modeling, Due Diligence, Financial Reporting, Asset Management, Venture Capital
Education
University of South Florida 2012 — 2013
Masters in accounting, Taxation, 3.6
University of Miami - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.2
Joe Sanani Joe Sanani's Stifel Financial Corp. Experience March 2014 - Present
Job SQL Server Database Developer/DBA at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2014 - Present
Scottrade March 2010 - February 2014
Ajilon Consulting July 2007 - January 2010
RT Business Solution August 2005 - May 2007
Skills
SSIS, Microsoft SQL Server, T-SQL, SQL, Software Documentation, SSRS, Databases, TFS, Visual Studio, Performance Tuning, Stored Procedures, Database Design, SDLC, Visio, Database Administration, Business Intelligence, Unit Testing, Data Modeling, Agile Methodologies, Requirements Gathering, Test Cases, Data Analysis, SQL Tuning, Oracle, ETL, DTS, Requirements Analysis, Test Planning, Testing, SQL Server Management...
Education
University of Missouri-Saint Louis 2001 — 2005
Computer Science
Stifel Financial Corp. March 2014 - Present
Scottrade March 2010 - February 2014
Ajilon Consulting July 2007 - January 2010
RT Business Solution August 2005 - May 2007
Skills
SSIS, Microsoft SQL Server, T-SQL, SQL, Software Documentation, SSRS, Databases, TFS, Visual Studio, Performance Tuning, Stored Procedures, Database Design, SDLC, Visio, Database Administration, Business Intelligence, Unit Testing, Data Modeling, Agile Methodologies, Requirements Gathering, Test Cases, Data Analysis, SQL Tuning, Oracle, ETL, DTS, Requirements Analysis, Test Planning, Testing, SQL Server Management...
Education
University of Missouri-Saint Louis 2001 — 2005
Computer Science
Caitlin Reynolds Caitlin Reynolds's Stifel Financial Corp. Experience September 2014 - Present
Job Analyst at Stifel Financial Corp.
Industry Biotechnology
Experience
Stifel Financial Corp. September 2014 - Present
Hilton St. Louis at the Ballpark May 2008 - Present
DataVerify November 2013 - September 2014
Innovative Technology Enterprises September 2010 - July 2013
InteractBooks March 2012 - August 2012
Stoney Creek Inn January 2010 - May 2010
Better Promos LLC August 2008 - May 2010
Skills
strategic promotion, Business Development, organizational support, Sales and Marketing, Operational Management, Data Analysis and..., Training and Team..., Web Design, Social Media Marketing, Manage Client..., Manage Vendor..., Project Management, Quality Assurance, Process Improvement, Operations Management, Management, Sales, Time Management
Education
University of Missouri-Saint Louis 2010 — 2012
MBA, Master of Business
University of Missouri 2006 — 2010
Bachelor of Science, College of Food, Agriculture, and Natural Resources
Stifel Financial Corp. September 2014 - Present
Hilton St. Louis at the Ballpark May 2008 - Present
DataVerify November 2013 - September 2014
Innovative Technology Enterprises September 2010 - July 2013
InteractBooks March 2012 - August 2012
Stoney Creek Inn January 2010 - May 2010
Better Promos LLC August 2008 - May 2010
Skills
strategic promotion, Business Development, organizational support, Sales and Marketing, Operational Management, Data Analysis and..., Training and Team..., Web Design, Social Media Marketing, Manage Client..., Manage Vendor..., Project Management, Quality Assurance, Process Improvement, Operations Management, Management, Sales, Time Management
Education
University of Missouri-Saint Louis 2010 — 2012
MBA, Master of Business
University of Missouri 2006 — 2010
Bachelor of Science, College of Food, Agriculture, and Natural Resources
Ken Holman Ken Holman's Stifel Financial Corp. Experience April 2001 - Present
Job Vice President at Stifel Financial Corp (formerly Stone & Youngberg)
Industry Investment Banking
Experience
Stifel Financial Corp. April 2001 - Present
City of Laguna Hills August 1997 - April 2001
GC Engineering August 1994 - August 1997
Environmental Solutions (now TRC) July 1992 - July 1994
Skills
Project Management, Account Management, Problem Solving, Credit Analysis, Technical Analysis, Relationship Development, Analytical Techniques, Strategic Analysis, Budget Analysis, Data Presentation, Technical Writing, Marketing Communications, Public Speaking, Public Relations, Business Process..., Personal Care, Budgets, Banking, Analysis, Bonds, Financial Modeling, Capital Markets, Management
Education
University of Southern California - Marshall School of Business 1999 — 2001
M.B.A, Business/Finance
University of California, Irvine 1988 — 1992
B.S., Civil Engineering
Stifel Financial Corp. April 2001 - Present
City of Laguna Hills August 1997 - April 2001
GC Engineering August 1994 - August 1997
Environmental Solutions (now TRC) July 1992 - July 1994
Skills
Project Management, Account Management, Problem Solving, Credit Analysis, Technical Analysis, Relationship Development, Analytical Techniques, Strategic Analysis, Budget Analysis, Data Presentation, Technical Writing, Marketing Communications, Public Speaking, Public Relations, Business Process..., Personal Care, Budgets, Banking, Analysis, Bonds, Financial Modeling, Capital Markets, Management
Education
University of Southern California - Marshall School of Business 1999 — 2001
M.B.A, Business/Finance
University of California, Irvine 1988 — 1992
B.S., Civil Engineering
Sam Woodruff Sam Woodruff's Stifel Financial Corp. Experience June 2014 - January 2015
Job Analyst, Trading Assistant
Industry Investment Management
Experience
NISA Investment Advisors, L.L.C. June 2015 - Present
State of Missouri - Missouri State Treasurer's Office January 2015 - May 2015
Stifel Financial Corp. June 2014 - January 2015
Education
University of Missouri-Columbia, College of Business 2011 — 2015
BSBA, Emphasis: Finance and Banking, Cum Laude
Marquette High School 2007 — 2011
NISA Investment Advisors, L.L.C. June 2015 - Present
State of Missouri - Missouri State Treasurer's Office January 2015 - May 2015
Stifel Financial Corp. June 2014 - January 2015
Education
University of Missouri-Columbia, College of Business 2011 — 2015
BSBA, Emphasis: Finance and Banking, Cum Laude
Marquette High School 2007 — 2011
William Ruan William Ruan's Stifel Financial Corp. Experience June 2012 - February 2013
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Stifel Financial Corp. June 2012 - February 2013
Skills
Financial Accounting, Valuation, Mergers & Acquisitions, Leveraged Finance, Bloomberg, FactSet, Capital IQ, Municipal Bond Modeling, DBC Finance, Stochastic Processes, Econometric Modeling, Stata, Python, C++
Education
Wesleyan University 2011 — 2015
University of St. Andrews 2014 — 2014
University of Melbourne 2013 — 2013
St. Ignatius College Prep 2007 — 2011
High School
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Stifel Financial Corp. June 2012 - February 2013
Skills
Financial Accounting, Valuation, Mergers & Acquisitions, Leveraged Finance, Bloomberg, FactSet, Capital IQ, Municipal Bond Modeling, DBC Finance, Stochastic Processes, Econometric Modeling, Stata, Python, C++
Education
Wesleyan University 2011 — 2015
University of St. Andrews 2014 — 2014
University of Melbourne 2013 — 2013
St. Ignatius College Prep 2007 — 2011
High School
Matthew Clabaugh Matthew Clabaugh's Stifel Financial Corp. Experience June 2008 - October 2014
Job Financial Consultant at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters December 2014 - Present
Stifel Financial Corp. June 2008 - October 2014
Skills
Equities, Trading, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Capital Markets, Fixed Income, Microsoft Excel, Problem Solving, Problem Analysis, At Multitasking
Education
University of Missouri-Saint Louis 2007 — 2009
Master of Business Administration (MBA), Finance, 3.7
University of Missouri-Columbia 2002 — 2006
Bachelor of Arts (B.A.), Economics, 3.7
Thomson Reuters December 2014 - Present
Stifel Financial Corp. June 2008 - October 2014
Skills
Equities, Trading, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Capital Markets, Fixed Income, Microsoft Excel, Problem Solving, Problem Analysis, At Multitasking
Education
University of Missouri-Saint Louis 2007 — 2009
Master of Business Administration (MBA), Finance, 3.7
University of Missouri-Columbia 2002 — 2006
Bachelor of Arts (B.A.), Economics, 3.7
Nick Matlock's Stifel Financial Corp. Experience May 2012 - May 2015
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
Stifel Financial Corp. May 2012 - May 2015
Stifel Financial Corp. September 2010 - May 2012
Wells Fargo Financial May 2010 - September 2010
Skills
Equities, Trading, Microsoft Office, ETFs, Options, People Skills, Organization Skills
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science Business Administration (BSBA), Finance, 3.6/4.0
Scottrade May 2015 - Present
Stifel Financial Corp. May 2012 - May 2015
Stifel Financial Corp. September 2010 - May 2012
Wells Fargo Financial May 2010 - September 2010
Skills
Equities, Trading, Microsoft Office, ETFs, Options, People Skills, Organization Skills
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science Business Administration (BSBA), Finance, 3.6/4.0
Jessica Jacobsen Jessica Jacobsen's Stifel Financial Corp. Experience July 2014 - October 2014
Job Recruiter at DAHL Consulting
Industry Staffing and Recruiting
Experience
DAHL Consulting October 2014 - Present
Midwest Promotional Marketing September 2011 - Present
Stifel Financial Corp. July 2014 - October 2014
University of Minnesota Medical Center, Fairview July 2011 - October 2012
Washburn-Mcreavy Funeral Homes May 2008 - September 2012
Skills
Microsoft Office, Customer Service, Social Media, Social Networking, Event Planning, Marketing, Sales, Public Speaking, Microsoft Excel, Nutrition, Healthcare, Food, Hospitals, Medical Terminology, Epic Systems, Cpr Certified, Networking, Social Media Marketing, Digital Marketing, Facebook, PowerPoint, Healthcare Information..., Time Management, Data Analysis, Public Relations, Microsoft Word, Promotions, Recruiting, Full-life Cycle..., Interview Preparation
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Nutrition and Public Health
University of Wisconsin-Madison 2007 — 2008
Nutrition and Public Health
DAHL Consulting October 2014 - Present
Midwest Promotional Marketing September 2011 - Present
Stifel Financial Corp. July 2014 - October 2014
University of Minnesota Medical Center, Fairview July 2011 - October 2012
Washburn-Mcreavy Funeral Homes May 2008 - September 2012
Skills
Microsoft Office, Customer Service, Social Media, Social Networking, Event Planning, Marketing, Sales, Public Speaking, Microsoft Excel, Nutrition, Healthcare, Food, Hospitals, Medical Terminology, Epic Systems, Cpr Certified, Networking, Social Media Marketing, Digital Marketing, Facebook, PowerPoint, Healthcare Information..., Time Management, Data Analysis, Public Relations, Microsoft Word, Promotions, Recruiting, Full-life Cycle..., Interview Preparation
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Nutrition and Public Health
University of Wisconsin-Madison 2007 — 2008
Nutrition and Public Health
Gregory Gundy's Stifel Financial Corp. Experience May 2014 - Present
Job Intern at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. May 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Fundraising, Leadership, Teamwork, Time Management, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Social Media, Social Networking, Financial Analysis, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor of Finance, Banking, Corporate, Finance, and Securities Law, Junior
Stifel Financial Corp. May 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Fundraising, Leadership, Teamwork, Time Management, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Social Media, Social Networking, Financial Analysis, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor of Finance, Banking, Corporate, Finance, and Securities Law, Junior
Stephanie Coy's Stifel Financial Corp. Experience June 2015 - July 2015
Job Business Development Administrator at Golden Gate BBB
Industry Consumer Services
Experience
Stifel Financial Corp. June 2015 - July 2015
Better Business Bureau of Southern Colorado July 2012 - September 2013
University of Paris September 2011 - June 2012
Air Academy Federal Credit Union May 2011 - September 2011
Privately Employed April 2008 - September 2011
Hope Montessori Academy August 2006 - April 2008
Skills
Writing, Public Speaking, Research, Teaching, Editing, Policy, Curriculum Design, Conflict Resolution, Analysis, Volunteer Management, Copy Editing, Proofreading, Microsoft Office, Mac, OS X, WordPress, Program Management, Management, Training, Team Building, Event Planning, Customer Service, Organization, Expense Reports, Concur, File Management, Microsoft Excel
Education
University of Colorado Colorado Springs 2009 — 2011
Master of Arts (M.A.), History
University of Colorado Colorado Springs 2005 — 2009
Bachelor of Arts (BA), History
Stifel Financial Corp. June 2015 - July 2015
Better Business Bureau of Southern Colorado July 2012 - September 2013
University of Paris September 2011 - June 2012
Air Academy Federal Credit Union May 2011 - September 2011
Privately Employed April 2008 - September 2011
Hope Montessori Academy August 2006 - April 2008
Skills
Writing, Public Speaking, Research, Teaching, Editing, Policy, Curriculum Design, Conflict Resolution, Analysis, Volunteer Management, Copy Editing, Proofreading, Microsoft Office, Mac, OS X, WordPress, Program Management, Management, Training, Team Building, Event Planning, Customer Service, Organization, Expense Reports, Concur, File Management, Microsoft Excel
Education
University of Colorado Colorado Springs 2009 — 2011
Master of Arts (M.A.), History
University of Colorado Colorado Springs 2005 — 2009
Bachelor of Arts (BA), History
Ariel Stern Ariel Stern's Stifel Financial Corp. Experience June 2014 - August 2014
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
De La Rosa & Co. June 2013 - August 2013
Skills
Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Modeling, Capital IQ, FactSet
Education
University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude
Milken Community Schools 2007 — 2011
High School
Evercore June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
De La Rosa & Co. June 2013 - August 2013
Skills
Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Modeling, Capital IQ, FactSet
Education
University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude
Milken Community Schools 2007 — 2011
High School
Hayden Novikoff Hayden Novikoff's Stifel Financial Corp. Experience August 2014 - March 2015
Job Private Placement Analyst at WealthForge
Industry Financial Services
Experience
WealthForge May 2015 - Present
Stifel Financial Corp. August 2014 - March 2015
Stifel Financial Corp. June 2013 - August 2013
KBW June 2012 - June 2012
Orienta Beach Club June 2011 - August 2011
Kappa Sigma Fraternity March 2011 - May 2011
Orienta Beach Club June 2009 - August 2009
Skills
Spreadsheets, Microsoft Word, Bloomberg, Corporate Finance, Investment Banking, Investments, Social Media, Valuation, Management, Equities, Microsoft Excel
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting Concentrations, Rising Senior
Mamaroneck High School 2006 — 2010
WealthForge May 2015 - Present
Stifel Financial Corp. August 2014 - March 2015
Stifel Financial Corp. June 2013 - August 2013
KBW June 2012 - June 2012
Orienta Beach Club June 2011 - August 2011
Kappa Sigma Fraternity March 2011 - May 2011
Orienta Beach Club June 2009 - August 2009
Skills
Spreadsheets, Microsoft Word, Bloomberg, Corporate Finance, Investment Banking, Investments, Social Media, Valuation, Management, Equities, Microsoft Excel
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting Concentrations, Rising Senior
Mamaroneck High School 2006 — 2010
Sarah Minsent Sarah Minsent's Stifel Financial Corp. Experience December 2012 - September 2014
Job Office Manager at Location3 Media
Industry Nonprofit Organization Management
Experience
Location3 Media August 2015 - Present
Hispanic Chamber of Commerce of Metro Denver November 2014 - August 2015
Stifel Financial Corp. December 2012 - September 2014
Orion Entertainment September 2008 - March 2012
5280 Mobile (A3 Media Network) July 2008 - September 2008
Skills
Video Production, Microsoft Office, Calendar Planning, Client Correspondence, Project Coordination, Event Planning, Logistics Management, Travel Management, Social Media, Marketing, Public Relations, Project Management, Final Cut Pro, Videography, Video Editing, Producing, Television, Encoding, Casting, Interviews, DVD Studio Pro, HD Video, Quality Assurance, Media Management, Stock Footage, File Transfer, Final Cut Server, Photoshop, Compressor, Management, Project Planning, Film Production
Education
University of Oregon 2003 — 2007
Bachelors of Science, Journalism and Communications: Electronic Media
Location3 Media August 2015 - Present
Hispanic Chamber of Commerce of Metro Denver November 2014 - August 2015
Stifel Financial Corp. December 2012 - September 2014
Orion Entertainment September 2008 - March 2012
5280 Mobile (A3 Media Network) July 2008 - September 2008
Skills
Video Production, Microsoft Office, Calendar Planning, Client Correspondence, Project Coordination, Event Planning, Logistics Management, Travel Management, Social Media, Marketing, Public Relations, Project Management, Final Cut Pro, Videography, Video Editing, Producing, Television, Encoding, Casting, Interviews, DVD Studio Pro, HD Video, Quality Assurance, Media Management, Stock Footage, File Transfer, Final Cut Server, Photoshop, Compressor, Management, Project Planning, Film Production
Education
University of Oregon 2003 — 2007
Bachelors of Science, Journalism and Communications: Electronic Media
Umar Mansuri's Stifel Financial Corp. Experience October 2015 - Present
Job Incoming Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. October 2015 - Present
Imperial Capital, LLC June 2015 - August 2015
Takenaka Partners LLC October 2014 - December 2014
Arrowroot Capital June 2014 - October 2014
Northrop Grumman Corporation May 2014 - August 2014
Startalk July 2012 - July 2012
Education
University of Southern California - Marshall School of Business 2014 — 2016
Bachelor of Science (B.S.)
University of California, Santa Barbara 2012 — 2013
Stifel Financial Corp. October 2015 - Present
Imperial Capital, LLC June 2015 - August 2015
Takenaka Partners LLC October 2014 - December 2014
Arrowroot Capital June 2014 - October 2014
Northrop Grumman Corporation May 2014 - August 2014
Startalk July 2012 - July 2012
Education
University of Southern California - Marshall School of Business 2014 — 2016
Bachelor of Science (B.S.)
University of California, Santa Barbara 2012 — 2013
Robert Kalajian's Stifel Financial Corp. Experience June 2015 - Present
Job Student at the Isenberg School of Managment
Industry Accounting
Experience
Stifel Financial Corp. June 2015 - Present
West Roxbury Veterans Hospital May 2014 - September 2014
Camp Nonesuch June 2012 - September 2013
Wightman Tennis Ctr June 2011 - July 2012
Skills
Accounting, Microsoft Excel, Working with others, Personability, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Research, Event Planning, Customer Service, Facebook, Social Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Accounting
Weston High School
Stifel Financial Corp. June 2015 - Present
West Roxbury Veterans Hospital May 2014 - September 2014
Camp Nonesuch June 2012 - September 2013
Wightman Tennis Ctr June 2011 - July 2012
Skills
Accounting, Microsoft Excel, Working with others, Personability, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Research, Event Planning, Customer Service, Facebook, Social Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Accounting
Weston High School
Michael Burton Michael Burton's Stifel Financial Corp. Experience July 2013 - Present
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
RLS Associates February 2012 - May 2012
Point Capital Partners January 2012 - February 2012
J.P. Morgan May 2011 - August 2011
Aviva Investors June 2010 - August 2010
Skills
Strategic Communications, Financial Analysis, Work Stamina, Financial Modeling, Hard Worker, Investment Banking, Corporate Finance, Private Equity, Valuation, Capital IQ, Bloomberg, Capital Markets, Venture Capital, Mergers, Due Diligence, Market Analysis, Economics, Industry Analysis, Analytical Abilities, Spreadsheets, Financial Accounting, Company Research, Teamwork, Presentation Preparation, Time Management, M&A due diligence, Self Starter, Financial Structuring, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equities, Equity Research, Finance, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MSc), Finance, General, GPA: 3.7 / 4.0
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Honors Bachelor of Science, Finance & Economics, GPA: 3.6 / 4.0
Stifel Financial Corp. July 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
RLS Associates February 2012 - May 2012
Point Capital Partners January 2012 - February 2012
J.P. Morgan May 2011 - August 2011
Aviva Investors June 2010 - August 2010
Skills
Strategic Communications, Financial Analysis, Work Stamina, Financial Modeling, Hard Worker, Investment Banking, Corporate Finance, Private Equity, Valuation, Capital IQ, Bloomberg, Capital Markets, Venture Capital, Mergers, Due Diligence, Market Analysis, Economics, Industry Analysis, Analytical Abilities, Spreadsheets, Financial Accounting, Company Research, Teamwork, Presentation Preparation, Time Management, M&A due diligence, Self Starter, Financial Structuring, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equities, Equity Research, Finance, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MSc), Finance, General, GPA: 3.7 / 4.0
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Honors Bachelor of Science, Finance & Economics, GPA: 3.6 / 4.0
Kyle McGrady Kyle McGrady's Stifel Financial Corp. Experience October 2013 - Present
Job Associate Analyst at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. October 2013 - Present
Westwicke Partners, LLC 2010 - 2013
Skills
Financial Analysis, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Economics, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance
Stifel Financial Corp. October 2013 - Present
Westwicke Partners, LLC 2010 - 2013
Skills
Financial Analysis, Equities, Capital Markets, Financial Modeling, Valuation, Investments, Economics, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance
Jim Schier Jim Schier's Stifel Financial Corp. Experience March 1983 - November 1986
Job Senior Managing Director, Portfolio Manager and Coleader of U.S. Value Equities
Industry Investment Management
Experience
Guggenheim Partners (acquired SGI 2/12) September 1995 - Present
Security Benefit September 1995 - May 1997
Mitchel Capital Management March 1993 - September 1995
Fourth Financial Corp April 1988 - March 1993
Mercantile Bank January 1984 - November 1986
Stifel Financial Corp. March 1983 - November 1986
Skills
Investments, Asset Management, Equities, Financial Analysis, Financial Modeling, Risk Management, Fixed Income, Valuation, Finance, Hedge Funds, Asset Allocation, Alternative Investments, Private Equity
Education
Washington University in St. Louis 1980 — 1982
Master of Business Administration (MBA)
University of Notre Dame 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
Guggenheim Partners (acquired SGI 2/12) September 1995 - Present
Security Benefit September 1995 - May 1997
Mitchel Capital Management March 1993 - September 1995
Fourth Financial Corp April 1988 - March 1993
Mercantile Bank January 1984 - November 1986
Stifel Financial Corp. March 1983 - November 1986
Skills
Investments, Asset Management, Equities, Financial Analysis, Financial Modeling, Risk Management, Fixed Income, Valuation, Finance, Hedge Funds, Asset Allocation, Alternative Investments, Private Equity
Education
Washington University in St. Louis 1980 — 1982
Master of Business Administration (MBA)
University of Notre Dame 1976 — 1980
Bachelor of Science (BS), Accounting and Finance
Reshma Dabadi Reshma Dabadi's Stifel Financial Corp. Experience March 2015 - July 2015
Job Investment Banking Analyst Intern at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - July 2015
UC Davis 2011 - June 2014
Morgan Stanley April 2013 - June 2013
DC Mayors Office (OAPIA) September 2012 - December 2012
Alpha Chi Omega Sorority January 2012 - December 2012
Leo Club of Berkeley Annapurna July 2011 - July 2012
Education
University of California, Davis 2010 — 2014
Double Major B.A. Economics, B.A. International Relations, Economics, Graduated December 2014
Berkeley High School 2006 — 2010
IB Diploma
Stifel Financial Corp. March 2015 - July 2015
UC Davis 2011 - June 2014
Morgan Stanley April 2013 - June 2013
DC Mayors Office (OAPIA) September 2012 - December 2012
Alpha Chi Omega Sorority January 2012 - December 2012
Leo Club of Berkeley Annapurna July 2011 - July 2012
Education
University of California, Davis 2010 — 2014
Double Major B.A. Economics, B.A. International Relations, Economics, Graduated December 2014
Berkeley High School 2006 — 2010
IB Diploma
Jesse Zacher Jesse Zacher's Stifel Financial Corp. Experience July 2014 - Present
Job .
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Carrollton Bank February 2012 - September 2013
BMO Harris Bank January 2010 - February 2012
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Arts (BA), English
Saint Louis University High School 2001 — 2005
Stifel Financial Corp. July 2014 - Present
Carrollton Bank February 2012 - September 2013
BMO Harris Bank January 2010 - February 2012
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Arts (BA), English
Saint Louis University High School 2001 — 2005
Wally Iverson's Stifel Financial Corp. Experience August 2008 - August 2009
Job Order Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters March 2013 - Present
Wells Fargo Advisors February 2010 - March 2013
Stifel Financial Corp. August 2008 - August 2009
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Securities, Retirement, Fixed Annuities, IRAs, Asset Allocation, Equities, 401k Rollovers, Fixed Income, Financial Services
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Thomson Reuters March 2013 - Present
Wells Fargo Advisors February 2010 - March 2013
Stifel Financial Corp. August 2008 - August 2009
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Securities, Retirement, Fixed Annuities, IRAs, Asset Allocation, Equities, 401k Rollovers, Fixed Income, Financial Services
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Jerod Ewing's Stifel Financial Corp. Experience July 2013 - June 2015
Job Middle Office Analyst Scottrade
Industry Capital Markets
Experience
Scottrade June 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Wells Fargo Advisors October 2012 - July 2013
CHS April 2006 - September 2006
Skills
PowerPoint, Investments, Finance, Trading, Microsoft Excel, Securities, Microsoft Word, Research, Time Management, SharePoint, Financial Analysis, Account Reconciliation, Risk Management, Hedging, Customer Service, Leadership, Public Speaking
Education
Saint Cloud State University 2007 — 2011
B.A., Political Science - Economics
University of Nebraska-Lincoln
Business
Scottrade June 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Wells Fargo Advisors October 2012 - July 2013
CHS April 2006 - September 2006
Skills
PowerPoint, Investments, Finance, Trading, Microsoft Excel, Securities, Microsoft Word, Research, Time Management, SharePoint, Financial Analysis, Account Reconciliation, Risk Management, Hedging, Customer Service, Leadership, Public Speaking
Education
Saint Cloud State University 2007 — 2011
B.A., Political Science - Economics
University of Nebraska-Lincoln
Business
Florence Li's Stifel Financial Corp. Experience August 2007 - August 2008
Job ERS Sr. Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte April 2012 - Present
Glass Jacobson January 2010 - April 2012
Stifel Financial Corp. August 2007 - August 2008
Skills
ProSystem Fx Tax, ProSystem Fx Practice, Quickbooks, Microsoft Excel, Fixed Assets, Accounting, Financial Analysis, Financial Reporting, Tax, Account Reconciliation, Payroll, Microsoft Word, Sales Tax, Journal Entries, Tax Returns, Strategic Planning, Management Consulting, Financial Statements, QuickBooks, Analysis, Auditing, Corporate Tax
Education
University of Maryland University College 2010 — 2013
BS, Accounting
University of Maryland, College Park College 2005 — 2009
Bachelor of Arts, Economics
Deloitte April 2012 - Present
Glass Jacobson January 2010 - April 2012
Stifel Financial Corp. August 2007 - August 2008
Skills
ProSystem Fx Tax, ProSystem Fx Practice, Quickbooks, Microsoft Excel, Fixed Assets, Accounting, Financial Analysis, Financial Reporting, Tax, Account Reconciliation, Payroll, Microsoft Word, Sales Tax, Journal Entries, Tax Returns, Strategic Planning, Management Consulting, Financial Statements, QuickBooks, Analysis, Auditing, Corporate Tax
Education
University of Maryland University College 2010 — 2013
BS, Accounting
University of Maryland, College Park College 2005 — 2009
Bachelor of Arts, Economics
Michael Deelo Michael Deelo's Stifel Financial Corp. Experience October 2014 - Present
Job Development Business Analyst at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Stifel Nicolaus July 2013 - October 2014
Stifel Nicolaus January 2012 - July 2013
Stifel Nicolaus December 2009 - December 2011
Skills
SQL, Microsoft Office, Procedure Development, Process Efficiency, Business Analysis, SQL Server Management..., SSRS, Project Management, Testing, Test Cases, Bug Tracking, Series 24, Series 7, Series 66, Data Analysis
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Stifel Financial Corp. October 2014 - Present
Stifel Nicolaus July 2013 - October 2014
Stifel Nicolaus January 2012 - July 2013
Stifel Nicolaus December 2009 - December 2011
Skills
SQL, Microsoft Office, Procedure Development, Process Efficiency, Business Analysis, SQL Server Management..., SSRS, Project Management, Testing, Test Cases, Bug Tracking, Series 24, Series 7, Series 66, Data Analysis
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Jamie Perse Jamie Perse's Stifel Financial Corp. Experience September 2015 - Present
Job Equity Research Associate Medical Technology and Supplies
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
CFA Institute July 2012 - Present
Teach For America June 2013 - July 2015
Oberon Asset Management February 2013 - June 2013
J.P. Morgan June 2012 - August 2012
MVision Private Equity Advisers June 2011 - August 2011
Global Platinum Securities January 2010 - January 2011
University of Colorado Finance Club August 2008 - May 2009
Skills
Valuation, Investments, Leadership, Equities, Analysis, Bloomberg Terminal, Private Equity, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Finance, Research, Bloomberg, Corporate Finance, Equity Research, Economics, Data Analysis, Teamwork
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2013
Bachelor's Degree
Singapore American School
Singapore American School
Stifel Financial Corp. September 2015 - Present
CFA Institute July 2012 - Present
Teach For America June 2013 - July 2015
Oberon Asset Management February 2013 - June 2013
J.P. Morgan June 2012 - August 2012
MVision Private Equity Advisers June 2011 - August 2011
Global Platinum Securities January 2010 - January 2011
University of Colorado Finance Club August 2008 - May 2009
Skills
Valuation, Investments, Leadership, Equities, Analysis, Bloomberg Terminal, Private Equity, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Finance, Research, Bloomberg, Corporate Finance, Equity Research, Economics, Data Analysis, Teamwork
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2013
Bachelor's Degree
Singapore American School
Singapore American School
Eric Kalinowski's Stifel Financial Corp. Experience February 2012 - Present
Job Vice President Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. February 2012 - Present
Stifel Financial Corp. August 2008 - February 2012
Houlihan Lokey June 2007 - August 2007
A.G. Edwards July 2003 - July 2006
Skills
Investment Banking, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
University of Missouri-Columbia 1999 — 2003
BSBA, Finance
Stifel Financial Corp. February 2012 - Present
Stifel Financial Corp. August 2008 - February 2012
Houlihan Lokey June 2007 - August 2007
A.G. Edwards July 2003 - July 2006
Skills
Investment Banking, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
University of Missouri-Columbia 1999 — 2003
BSBA, Finance
Meredith Ruble's Stifel Financial Corp. Experience February 2009 - July 2013
Job VP of Finance and Strategy at iD Tech Camps
Industry E-Learning
Experience
iD Tech Camps July 2013 - Present
Stifel Financial Corp. February 2009 - July 2013
Stifel Financial Corp. 2006 - 2009
Legg Mason 2000 - 2005
Investec, formerly Pennsylvania Merchant Group Inc. 1999 - 2000
CMS Companies 1993 - 2000
Skills
Private Equity, Valuation, Corporate Development, Financial Modeling, Investment Banking, Venture Capital, Mergers, LBO, Due Diligence, Private Placements, Capital Markets, Investments, Alternative Investments, Equities, Corporate Finance, M&A experience, Hedge Funds, Growth Capital, Leveraged Finance, IPO, Mergers & Acquisitions, Business Valuation, Finance, M&A execution, Equity Research, Investor Relations, Securities
Education
University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.), Economics
iD Tech Camps July 2013 - Present
Stifel Financial Corp. February 2009 - July 2013
Stifel Financial Corp. 2006 - 2009
Legg Mason 2000 - 2005
Investec, formerly Pennsylvania Merchant Group Inc. 1999 - 2000
CMS Companies 1993 - 2000
Skills
Private Equity, Valuation, Corporate Development, Financial Modeling, Investment Banking, Venture Capital, Mergers, LBO, Due Diligence, Private Placements, Capital Markets, Investments, Alternative Investments, Equities, Corporate Finance, M&A experience, Hedge Funds, Growth Capital, Leveraged Finance, IPO, Mergers & Acquisitions, Business Valuation, Finance, M&A execution, Equity Research, Investor Relations, Securities
Education
University of Pennsylvania 1988 — 1992
Bachelor of Arts (B.A.), Economics
Claude Seide's Stifel Financial Corp. Experience April 2014 - Present
Job Director Agency Trading & Underwriting
Industry Financial Services
Experience
Stifel Financial Corp. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
FHLB Office of Finance December 2006 - April 2012
Wells Fargo Bank November 2005 - December 2006
Bear Stearns August 2001 - September 2005
Education
University of Massachusetts, Amherst 1994 — 1999
University of Massachusetts, Amherst
BS, Economics
Stifel Financial Corp. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
FHLB Office of Finance December 2006 - April 2012
Wells Fargo Bank November 2005 - December 2006
Bear Stearns August 2001 - September 2005
Education
University of Massachusetts, Amherst 1994 — 1999
University of Massachusetts, Amherst
BS, Economics
Andrew M. Kistler, III's Stifel Financial Corp. Experience 2009 - 2012
Job Senior Vice President Southeast Regional Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2012 - Present
Stifel Financial Corp. 2009 - 2012
Ameriprise Financial 2006 - 2009
Smith Barney 1988 - 2006
Merrill Lynch 1983 - 1988
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1983
Bachelor of Arts, Business Administration
Janney Montgomery Scott 2012 - Present
Stifel Financial Corp. 2009 - 2012
Ameriprise Financial 2006 - 2009
Smith Barney 1988 - 2006
Merrill Lynch 1983 - 1988
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1983
Bachelor of Arts, Business Administration
Biju Kurian's Stifel Financial Corp. Experience July 2011 - Present
Job Vice President at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2011 - Present
AIG April 2009 - July 2011
Deutsche Bank 2006 - 2008
WR Hambrecht + Co 2004 - 2006
AIG 2002 - 2003
Soundview Technology Group 2001 - 2002
Skills
Alternative Investments, Fixed Income, Financial Structuring, Emerging Markets, Asset Management, Leveraged Finance, Structured Finance, Derivatives, Trading, Equity Valuation, Finance, Financial Markets, Mutual Funds, Restructuring, M&A experience, Funding, Options, Investment Management, Project Finance, Financial Services
Education
University of Notre Dame 1997 — 2001
Bachelor of Arts, Economics and Computer Applications
Stifel Financial Corp. July 2011 - Present
AIG April 2009 - July 2011
Deutsche Bank 2006 - 2008
WR Hambrecht + Co 2004 - 2006
AIG 2002 - 2003
Soundview Technology Group 2001 - 2002
Skills
Alternative Investments, Fixed Income, Financial Structuring, Emerging Markets, Asset Management, Leveraged Finance, Structured Finance, Derivatives, Trading, Equity Valuation, Finance, Financial Markets, Mutual Funds, Restructuring, M&A experience, Funding, Options, Investment Management, Project Finance, Financial Services
Education
University of Notre Dame 1997 — 2001
Bachelor of Arts, Economics and Computer Applications
David L. Richert, Jr. CPA's Stifel Financial Corp. Experience March 2015 - Present
Job Director of IT Internal Audit at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. March 2015 - Present
RubinBrown LLP October 2007 - March 2015
PricewaterhouseCoopers October 2004 - October 2007
Federal Reserve Bank of St. Louis 1986 - 2004
Skills
Auditing, Internal Controls, IT Audit, Sarbanes-Oxley Act, Accounting, SAS70, Internal Audit, Enterprise Risk..., CISA, Finance, Assurance, Sarbanes-Oxley, CPA, GAAP, US GAAP, Financial Reporting
Education
University of Missouri-Saint Louis 1979 — 1980
MBA, Finance
University of Missouri-Saint Louis 1976 — 1979
BSBA, Accounting
St. Louis University High School 1972 — 1976
High School
Stifel Financial Corp. March 2015 - Present
RubinBrown LLP October 2007 - March 2015
PricewaterhouseCoopers October 2004 - October 2007
Federal Reserve Bank of St. Louis 1986 - 2004
Skills
Auditing, Internal Controls, IT Audit, Sarbanes-Oxley Act, Accounting, SAS70, Internal Audit, Enterprise Risk..., CISA, Finance, Assurance, Sarbanes-Oxley, CPA, GAAP, US GAAP, Financial Reporting
Education
University of Missouri-Saint Louis 1979 — 1980
MBA, Finance
University of Missouri-Saint Louis 1976 — 1979
BSBA, Accounting
St. Louis University High School 1972 — 1976
High School
Jack Stimac, CFA's Stifel Financial Corp. Experience September 2012 - Present
Job Fixed Income Analyst at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. September 2012 - Present
BB&T Capital Markets May 2010 - February 2013
Genworth Financial October 2007 - May 2010
Wachovia Securities July 2005 - October 2007
Godsey & Gibb Associates June 2004 - July 2005
Skills
Bloomberg, Yield Book, BondEdge, Financial Modeling, Fixed Income Analysis, Equity Research
Education
University of Richmond 2000 — 2004
BSBA, Finance, Economics
University of Richmond - Robins School of Business 2000 — 2004
BSBA, Finance, Economics
Stifel Financial Corp. September 2012 - Present
BB&T Capital Markets May 2010 - February 2013
Genworth Financial October 2007 - May 2010
Wachovia Securities July 2005 - October 2007
Godsey & Gibb Associates June 2004 - July 2005
Skills
Bloomberg, Yield Book, BondEdge, Financial Modeling, Fixed Income Analysis, Equity Research
Education
University of Richmond 2000 — 2004
BSBA, Finance, Economics
University of Richmond - Robins School of Business 2000 — 2004
BSBA, Finance, Economics
Neil Koepcke's Stifel Financial Corp. Experience January 2013 - Present
Job Managing Director at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2011 - January 2013
Stifel Financial Corp. May 2008 - January 2011
Piper Jaffray January 2006 - May 2008
Piper Jaffray July 2000 - January 2006
Piper Jaffray July 1998 - July 2000
Grant Thornton LLP January 1997 - July 1998
Skills
Fixed Income, Series 7, Bonds, Capital Markets, Financial Modeling, Trading, Derivatives, Investment Banking, Hedge Funds, Microsoft Excel, PowerPoint, Bloomberg, Series 63, Distressed Debt, Asset-backed..., Structured Products
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
University of St. Thomas 1993 — 1996
BA, Economics & Finance
Wirtschaftsuniversität Wien (Vienna University of Economics and Business Administration)
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2011 - January 2013
Stifel Financial Corp. May 2008 - January 2011
Piper Jaffray January 2006 - May 2008
Piper Jaffray July 2000 - January 2006
Piper Jaffray July 1998 - July 2000
Grant Thornton LLP January 1997 - July 1998
Skills
Fixed Income, Series 7, Bonds, Capital Markets, Financial Modeling, Trading, Derivatives, Investment Banking, Hedge Funds, Microsoft Excel, PowerPoint, Bloomberg, Series 63, Distressed Debt, Asset-backed..., Structured Products
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
University of St. Thomas 1993 — 1996
BA, Economics & Finance
Wirtschaftsuniversität Wien (Vienna University of Economics and Business Administration)
Chen Xue's Stifel Financial Corp. Experience April 2013 - Present
Job Vice President, Investment Banking at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. April 2013 - Present
Stifel Nicolaus Weisel July 2010 - March 2013
Thomas Weisel Partners July 2009 - June 2010
Thomas Weisel Partners July 2006 - June 2009
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity, LBO, Capital Markets, Equity Research, M&A experience, Venture Capital
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics
Stifel Financial Corp. April 2013 - Present
Stifel Nicolaus Weisel July 2010 - March 2013
Thomas Weisel Partners July 2009 - June 2010
Thomas Weisel Partners July 2006 - June 2009
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity, LBO, Capital Markets, Equity Research, M&A experience, Venture Capital
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics
Ashley Durbin, MBA, CFP®, CHFC®'s Stifel Financial Corp. Experience July 2010 - September 2012
Job at First Command
Industry Financial Services
Experience
First Command Financial Services September 2012 - Present
Stifel Financial Corp. July 2010 - September 2012
First Command Financial Services March 2008 - July 2010
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Series 7, Investment Advisory, Series 63, Mutual Funds, Finance, Investments, Financial Advisory, Retirement, Financial Services, Investment Strategies, Portfolio Management, Life Insurance, Insurance, Fixed Annuities, Series 65
Education
University of Missouri - St. Louis 2010 — 2012
MBA, Finance
University of Missouri-Saint Louis 2005 — 2009
Bachelors, Finance
First Command Financial Services September 2012 - Present
Stifel Financial Corp. July 2010 - September 2012
First Command Financial Services March 2008 - July 2010
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Series 7, Investment Advisory, Series 63, Mutual Funds, Finance, Investments, Financial Advisory, Retirement, Financial Services, Investment Strategies, Portfolio Management, Life Insurance, Insurance, Fixed Annuities, Series 65
Education
University of Missouri - St. Louis 2010 — 2012
MBA, Finance
University of Missouri-Saint Louis 2005 — 2009
Bachelors, Finance
Christie McNulty's Stifel Financial Corp. Experience February 2010 - June 2014
Job Senior Marketing Specialist, Global Events at Oracle
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
Stifel Financial Corp. February 2010 - June 2014
Thomas Weisel Partners July 2009 - February 2010
The Shand Group September 2007 - December 2007
Advent Software July 2007 - August 2007
Skills
Marketing, Event Planning, Public Relations, Budgets, PowerPoint, Budget Management, Microsoft Excel, Media Relations, Marketing Communications, Online Marketing, Excel, CRM, Demand Generation, Email Marketing, Online Advertising
Education
University of California, Santa Barbara 2004 — 2008
Communications, Spanish
Oracle June 2014 - Present
Stifel Financial Corp. February 2010 - June 2014
Thomas Weisel Partners July 2009 - February 2010
The Shand Group September 2007 - December 2007
Advent Software July 2007 - August 2007
Skills
Marketing, Event Planning, Public Relations, Budgets, PowerPoint, Budget Management, Microsoft Excel, Media Relations, Marketing Communications, Online Marketing, Excel, CRM, Demand Generation, Email Marketing, Online Advertising
Education
University of California, Santa Barbara 2004 — 2008
Communications, Spanish
Lesley Erikson's Stifel Financial Corp. Experience June 2013 - Present
Job Operations Coordinator at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Stifel Financial Corp. June 2013 - Present
Cape Cod Five July 2012 - June 2013
Fidelity Investments November 2007 - February 2009
Evergreen Investments December 2005 - November 2007
MFS Investment Management August 2001 - October 2005
MFS Investment Management January 1999 - August 2001
Investors Bank & Trust 1999 - 1999
Skills
Series 63, Public Speaking, Microsoft Office, Investments, Securities, Legal Writing, Mutual Funds, Leadership
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Brett Bengtson's Stifel Financial Corp. Experience 2002 - 2005
Job SVP and Sales Professional Serving Financial Advisors and Institutions at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America November 2012 - Present
Investment Centers of America August 2010 - November 2012
Jackson National Life September 2005 - September 2010
Stifel Financial Corp. 2002 - 2005
The Oxford Hotel 1999 - 2002
Skills
Certified Fund..., Practice Management, Investment Advisory
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science Business Administration, Finance, General
Uppsala universitet 2001 — 2002
Economics
Investment Centers of America November 2012 - Present
Investment Centers of America August 2010 - November 2012
Jackson National Life September 2005 - September 2010
Stifel Financial Corp. 2002 - 2005
The Oxford Hotel 1999 - 2002
Skills
Certified Fund..., Practice Management, Investment Advisory
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science Business Administration, Finance, General
Uppsala universitet 2001 — 2002
Economics
Lamont Williams, CFA's Stifel Financial Corp. Experience June 2014 - Present
Job Equity Research Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Telsey Advisory Group October 2011 - June 2014
Stifel Nicolaus February 2003 - July 2009
Skills
Equity Research, Equities, Valuation, Financial Analysis, Financial Modeling, Industry analysis, Consulting
Education
Univeristy of Virginia, McIntire School of Commerce
BS Commerce, Finance and Management Information Systems
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Corporate Strategy
Stifel Financial Corp. June 2014 - Present
Telsey Advisory Group October 2011 - June 2014
Stifel Nicolaus February 2003 - July 2009
Skills
Equity Research, Equities, Valuation, Financial Analysis, Financial Modeling, Industry analysis, Consulting
Education
Univeristy of Virginia, McIntire School of Commerce
BS Commerce, Finance and Management Information Systems
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Corporate Strategy
Rich Repetto's Stifel Financial Corp. Experience June 2013 - Present
Job Associate, Investment Banking at Stifel Nicolaus
Industry Real Estate
Experience
Stifel Financial Corp. June 2013 - Present
Brandywine Realty Trust 2010 - June 2013
Monday Properties 2007 - 2009
GE Real Estate 2005 - 2007
Education
University of Pennsylvania 2001 — 2005
BA
Stifel Financial Corp. June 2013 - Present
Brandywine Realty Trust 2010 - June 2013
Monday Properties 2007 - 2009
GE Real Estate 2005 - 2007
Education
University of Pennsylvania 2001 — 2005
BA
Alex Worth's Stifel Financial Corp. Experience June 2011 - August 2011
Job Underwriting Assistant
Industry Insurance
Experience
Beazley November 2013 - Present
Beazley November 2013 - Present
The Hartford June 2012 - July 2013
Stifel Financial Corp. June 2011 - August 2011
Children's Law Center of Connecticut May 2010 - August 2010
Recognition Systems Incorporated June 2009 - August 2009
Pace University September 2008 - January 2009
Education
The University of Connecticut 2009 — 2012
Bachelor's degree, Economics
University of Connecticut 2008 — 2012
Bachelor of Science (BS), Economics
Beazley November 2013 - Present
Beazley November 2013 - Present
The Hartford June 2012 - July 2013
Stifel Financial Corp. June 2011 - August 2011
Children's Law Center of Connecticut May 2010 - August 2010
Recognition Systems Incorporated June 2009 - August 2009
Pace University September 2008 - January 2009
Education
The University of Connecticut 2009 — 2012
Bachelor's degree, Economics
University of Connecticut 2008 — 2012
Bachelor of Science (BS), Economics
Brandon Balagna-Toal's Stifel Financial Corp. Experience December 2000 - March 2001
Job Energy Investment Banker & President of Capital Consulting, LLC
Industry Capital Markets
Experience
Capital Consulting, LLC May 2008 - Present
Encana October 2007 - May 2008
Aimco June 2007 - October 2007
Capital Consulting, LLC March 2001 - June 2007
Stifel Financial Corp. December 2000 - March 2001
Capital Consulting, LLC September 1999 - December 2000
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Equity Research, Capital Raising, Due Diligence, Mergers & Acquisitions, Finance, Capital Markets, Investment Banking, Analysis, Corporate Finance, Investments, Strategy, Management, Private Equity, Energy, Equities
Education
University of Colorado Denver 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Accounting, 3.3 (Finance core only)
Capital Consulting, LLC May 2008 - Present
Encana October 2007 - May 2008
Aimco June 2007 - October 2007
Capital Consulting, LLC March 2001 - June 2007
Stifel Financial Corp. December 2000 - March 2001
Capital Consulting, LLC September 1999 - December 2000
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Equity Research, Capital Raising, Due Diligence, Mergers & Acquisitions, Finance, Capital Markets, Investment Banking, Analysis, Corporate Finance, Investments, Strategy, Management, Private Equity, Energy, Equities
Education
University of Colorado Denver 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Accounting, 3.3 (Finance core only)
Anthony Shen's Stifel Financial Corp. Experience May 2012 - July 2015
Job MBA Candidate at Yale School of Management
Industry Financial Services
Experience
Stifel Financial Corp. May 2012 - July 2015
Lazard Capital Markets April 2011 - February 2012
Federal Reserve Board June 2010 - April 2011
Education
Yale University - Yale School of Management 2015 — 2017
MBA Candidate
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance and Economics
Stifel Financial Corp. May 2012 - July 2015
Lazard Capital Markets April 2011 - February 2012
Federal Reserve Board June 2010 - April 2011
Education
Yale University - Yale School of Management 2015 — 2017
MBA Candidate
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance and Economics
Rose Yan's Stifel Financial Corp. Experience June 2013 - Present
Job Vice President Consumer Investment Banking
Industry Investment Banking
Experience
Stifel Financial Corp. June 2013 - Present
Cowen and Company July 2011 - September 2012
Cowen and Company July 2008 - July 2011
Skills
Due Diligence, Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance, Venture Capital, Equities, Capital IQ, Equity Research, Capital Markets, Mergers & Acquisitions, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
BS
AUP
Stifel Financial Corp. June 2013 - Present
Cowen and Company July 2011 - September 2012
Cowen and Company July 2008 - July 2011
Skills
Due Diligence, Financial Modeling, Investment Banking, Valuation, Private Equity, Corporate Finance, Venture Capital, Equities, Capital IQ, Equity Research, Capital Markets, Mergers & Acquisitions, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
BS
AUP
Katie Hannegan's Stifel Financial Corp. Experience August 2015 - Present
Job BPM Technical Analyst
Industry Banking
Experience
Stifel Financial Corp. August 2015 - Present
AVALA Marketing Group February 2014 - Present
PwC August 2012 - January 2014
PwC June 2011 - August 2011
CDG Engineers Architects Planners, Inc. May 2010 - August 2010
Des Peres Support Staff Summer Camp May 2009 - August 2009
The Des Peres Lodge August 2007 - August 2008
Skills
Business Analysis, Agile Methodologies, ITIL v3 Foundations..., Project Management, Requirements Gathering, Microsoft Office, HP Service Manager, ITIL Intermediate..., OnTime Software, SharePoint, Umbraco, VBA, Responsys Interact, Quality Assurance, Business Process..., Testing
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Bachelor's degree, IT Management, Economics
Stifel Financial Corp. August 2015 - Present
AVALA Marketing Group February 2014 - Present
PwC August 2012 - January 2014
PwC June 2011 - August 2011
CDG Engineers Architects Planners, Inc. May 2010 - August 2010
Des Peres Support Staff Summer Camp May 2009 - August 2009
The Des Peres Lodge August 2007 - August 2008
Skills
Business Analysis, Agile Methodologies, ITIL v3 Foundations..., Project Management, Requirements Gathering, Microsoft Office, HP Service Manager, ITIL Intermediate..., OnTime Software, SharePoint, Umbraco, VBA, Responsys Interact, Quality Assurance, Business Process..., Testing
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Bachelor's degree, IT Management, Economics
Janelle Conley's Stifel Financial Corp. Experience 2008 - Present
Job Compliance Officer
Industry Financial Services
Experience
Stifel Financial Corp. 2008 - Present
AG Edwards 2002 - 2008
Skills
Series 7, Securities
Education
University of Missouri-Saint Louis
Stifel Financial Corp. 2008 - Present
AG Edwards 2002 - 2008
Skills
Series 7, Securities
Education
University of Missouri-Saint Louis
Andre Collier's Stifel Financial Corp. Experience November 1998 - January 2000
Job Reservations Sales Agent at Hilton Worldwide
Industry Telecommunications
Experience
Hilton Worldwide October 2014 - Present
AT&T February 2012 - Present
AT&T January 2000 - Present
Sheraton February 2011 - September 2011
Stifel Financial Corp. November 1998 - January 2000
Edward Jones January 1995 - November 1997
Skills
Customer Service, Customer Relations, Billing, Telecommunications, Business Analysis, Microsoft Office, Team Leadership, Problem Solving, Business Process..., Planning, Outlook, Excel, Data Analysis, PowerPoint, Word, Budgeting, Call Center, Business Intelligence, Negotiation, Project Planning, Budgets, Microsoft Excel, Call Centers, Microsoft Word, Marketing, New Business Development, Troubleshooting, Process Improvement, Customer Satisfaction, Vendor Management, Sales, Training, Account Management, Leadership, Team Building, Analysis, Program Management, Project Management, Access
Education
University of Missouri-Saint Louis 1998 — 2000
Business Administration, Management and Operations
Southern Illinois University at Edwardsville 1996 — 1998
Marketing
Pattonville High School 1991 — 1995
Hilton Worldwide October 2014 - Present
AT&T February 2012 - Present
AT&T January 2000 - Present
Sheraton February 2011 - September 2011
Stifel Financial Corp. November 1998 - January 2000
Edward Jones January 1995 - November 1997
Skills
Customer Service, Customer Relations, Billing, Telecommunications, Business Analysis, Microsoft Office, Team Leadership, Problem Solving, Business Process..., Planning, Outlook, Excel, Data Analysis, PowerPoint, Word, Budgeting, Call Center, Business Intelligence, Negotiation, Project Planning, Budgets, Microsoft Excel, Call Centers, Microsoft Word, Marketing, New Business Development, Troubleshooting, Process Improvement, Customer Satisfaction, Vendor Management, Sales, Training, Account Management, Leadership, Team Building, Analysis, Program Management, Project Management, Access
Education
University of Missouri-Saint Louis 1998 — 2000
Business Administration, Management and Operations
Southern Illinois University at Edwardsville 1996 — 1998
Marketing
Pattonville High School 1991 — 1995
Luke Ulrich's Stifel Financial Corp. Experience February 2014 - Present
Job Financial Advisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. February 2014 - Present
Merrill Lynch May 2012 - February 2014
JPMorgan Chase February 2011 - April 2012
Skills
Wealth Management, Retirement Planning, Trust & Estate Planning, Tax-Reduction Stratagies, Multi-generational..., Stock Trading, Fixed Income Strategies, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Team Leadership
Education
Central Missouri State University 2008 — 2010
Bachelor of Science (BS), Finance
Lees Summit High School 1998 — 2002
High School
Stifel Financial Corp. February 2014 - Present
Merrill Lynch May 2012 - February 2014
JPMorgan Chase February 2011 - April 2012
Skills
Wealth Management, Retirement Planning, Trust & Estate Planning, Tax-Reduction Stratagies, Multi-generational..., Stock Trading, Fixed Income Strategies, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Team Leadership
Education
Central Missouri State University 2008 — 2010
Bachelor of Science (BS), Finance
Lees Summit High School 1998 — 2002
High School
S.J. Guzzo's Stifel Financial Corp. Experience April 2012 - August 2014
Job Ready to Help Build the Next Great Middle Market Fixed Income Franchise
Industry Financial Services
Experience
Wunderlich Securities August 2014 - August 2015
Stifel Financial Corp. April 2012 - August 2014
Raymond James February 2009 - April 2012
Morgan Keegan 2004 - 2009
Capital RE 1996 - 1999
Skills
Fixed Income, Capital Markets, Series 24, Series 53, Series 9/10, Series 7, Series 63, Portfolio Management, Bonds, Banking, Securities, Structured Products, Loans, Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Investment Banking, Asset Managment, Investments, Valuation, FINRA, Derivatives, Equities, Mutual Funds, Asset Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & Marketing
University of New Orleans 1983 — 1987
BS, Finance
Brother Martin High School
Wunderlich Securities August 2014 - August 2015
Stifel Financial Corp. April 2012 - August 2014
Raymond James February 2009 - April 2012
Morgan Keegan 2004 - 2009
Capital RE 1996 - 1999
Skills
Fixed Income, Capital Markets, Series 24, Series 53, Series 9/10, Series 7, Series 63, Portfolio Management, Bonds, Banking, Securities, Structured Products, Loans, Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Investment Banking, Asset Managment, Investments, Valuation, FINRA, Derivatives, Equities, Mutual Funds, Asset Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & Marketing
University of New Orleans 1983 — 1987
BS, Finance
Brother Martin High School
Amol Pawar's Stifel Financial Corp. Experience February 2011 - August 2013
Job Healthcare investment banking Vice President at Deutsche Bank
Industry Venture Capital & Private Equity
Experience
Deutsche Bank July 2014 - Present
Sol C. Snider (Wharton School) Entrepreneurial Center 2010 - Present
pTerapipe (diagnostic tools startup) January 2013 - July 2014
Stifel Financial Corp. February 2011 - August 2013
Barclays Capital January 2009 - April 2010
Barclays Capital 2006 - 2009
Zyentia Ltd January 2005 - January 2006
University of Cambridge 2003 - 2006
Sol C. Snider (Wharton School) Entrepreneurial Center January 2000 - January 2002
University of Pennsylvania School of Medicine 2000 - 2002
Skills
Biotechnology, Lifesciences, Data Analysis, Biochemistry, Molecular Biology, Financial Modeling, Research, Bioinformatics, Investment Banking, Start-ups, Healthcare Industry, Statistics, Physics, Due Diligence, Capital Markets
Education
University of Cambridge 2002 — 2006
Doctor of Philosophy (PhD), Chemistry
University of Pennsylvania 1998 — 2002
Master of Science (MS), Chemistry
University of Pennsylvania 1998 — 2002
MS; BA, Chemistry; Biochemistry
University of Oxford
Deutsche Bank July 2014 - Present
Sol C. Snider (Wharton School) Entrepreneurial Center 2010 - Present
pTerapipe (diagnostic tools startup) January 2013 - July 2014
Stifel Financial Corp. February 2011 - August 2013
Barclays Capital January 2009 - April 2010
Barclays Capital 2006 - 2009
Zyentia Ltd January 2005 - January 2006
University of Cambridge 2003 - 2006
Sol C. Snider (Wharton School) Entrepreneurial Center January 2000 - January 2002
University of Pennsylvania School of Medicine 2000 - 2002
Skills
Biotechnology, Lifesciences, Data Analysis, Biochemistry, Molecular Biology, Financial Modeling, Research, Bioinformatics, Investment Banking, Start-ups, Healthcare Industry, Statistics, Physics, Due Diligence, Capital Markets
Education
University of Cambridge 2002 — 2006
Doctor of Philosophy (PhD), Chemistry
University of Pennsylvania 1998 — 2002
Master of Science (MS), Chemistry
University of Pennsylvania 1998 — 2002
MS; BA, Chemistry; Biochemistry
University of Oxford
Molly Iarocci's Stifel Financial Corp. Experience July 2011 - Present
Job Equity Research Associate at Stifel
Industry Investment Management
Experience
Stifel Financial Corp. July 2011 - Present
MMPI November 2007 - July 2009
Skills
Financial Analysis, Trade Shows, Financial Modeling, Sales, Finance, Leadership, Management, Strategic Planning, Valuation, Due Diligence, Equities, Marketing, Strategy
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments, Corporate Finance
University of Notre Dame - Mendoza College of Business 2003 — 2007
BBA, Entrepreneurship and Marketing
Stifel Financial Corp. July 2011 - Present
MMPI November 2007 - July 2009
Skills
Financial Analysis, Trade Shows, Financial Modeling, Sales, Finance, Leadership, Management, Strategic Planning, Valuation, Due Diligence, Equities, Marketing, Strategy
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments, Corporate Finance
University of Notre Dame - Mendoza College of Business 2003 — 2007
BBA, Entrepreneurship and Marketing
Josh James's Stifel Financial Corp. Experience February 2007 - December 2014
Job Lead Financial Analyst | Reynolds American, Inc.
Industry Consumer Goods
Experience
Reynolds American, Inc. June 2015 - Present
Stifel Financial Corp. February 2007 - December 2014
FBR Capital Markets 2005 - 2005
RTI International 2002 - 2004
Skills
Financial Analysis, Bloomberg, Equity Research, Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Corporate Finance, Portfolio Management, Equity Valuation, Investments, Analysis, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Greensboro
Bachelor of Science (B.S.), Financial Economics
Reynolds American, Inc. June 2015 - Present
Stifel Financial Corp. February 2007 - December 2014
FBR Capital Markets 2005 - 2005
RTI International 2002 - 2004
Skills
Financial Analysis, Bloomberg, Equity Research, Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Corporate Finance, Portfolio Management, Equity Valuation, Investments, Analysis, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Greensboro
Bachelor of Science (B.S.), Financial Economics
Matthew Bouchard's Stifel Financial Corp. Experience August 2012 - December 2013
Job Analyst at Nomura Securities
Industry Financial Services
Experience
Stifel Financial Corp. August 2012 - December 2013
Nomura Securities June 2010 - July 2012
Education
University of Maine 2006 — 2010
Business Administration, Finance and Accounting
Stifel Financial Corp. August 2012 - December 2013
Nomura Securities June 2010 - July 2012
Education
University of Maine 2006 — 2010
Business Administration, Finance and Accounting
Ben Mogil's Stifel Financial Corp. Experience June 2010 - Present
Job Managing Director, Equity Research
Industry Capital Markets
Experience
Stifel Financial Corp. June 2010 - Present
Thomas Weisel Partners August 2003 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics and History, Graduated with Distinction
Stifel Financial Corp. June 2010 - Present
Thomas Weisel Partners August 2003 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics and History, Graduated with Distinction
Johnson Chukundah's Stifel Financial Corp. Experience July 2013 - June 2015
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting
Stifel Financial Corp. July 2013 - June 2015
Beech Street Capital January 2013 - July 2013
Outcome Capital May 2012 - October 2012
New Markets Venture Partners September 2011 - May 2012
UMD Undergraduate Mergers & Acquisition Case Competition November 2010 - November 2011
Morgan Stanley June 2011 - August 2011
Convergent Wealth Advisors January 2011 - May 2011
MTB Investment Advisors May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Bloomberg, Investment Banking, Due Diligence, Mergers, Equity Research, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management, LBO
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Bachelor of Science, Finance & Accounting
Terrance Kwentus's Stifel Financial Corp. Experience March 2012 - Present
Job PC/Mac Support Technician
Industry Information Technology and Services
Experience
Stifel Financial Corp. March 2012 - Present
University of Missouri January 2011 - February 2012
University of Missouri August 2009 - January 2011
Stifel Financial Corp. April 2009 - August 2009
University of Missouri August 2008 - August 2009
Skills
Troubleshooting, Windows 7, Windows Vista, XP, Computer Hardware, Linux, Software Installation, HTML, Windows, Hardware, Windows XP, Technical Support, VPN
Education
University of Missouri-Columbia 2007 — 2011
BS, Information Technology
Stifel Financial Corp. March 2012 - Present
University of Missouri January 2011 - February 2012
University of Missouri August 2009 - January 2011
Stifel Financial Corp. April 2009 - August 2009
University of Missouri August 2008 - August 2009
Skills
Troubleshooting, Windows 7, Windows Vista, XP, Computer Hardware, Linux, Software Installation, HTML, Windows, Hardware, Windows XP, Technical Support, VPN
Education
University of Missouri-Columbia 2007 — 2011
BS, Information Technology
Korey Kletschke's Stifel Financial Corp. Experience May 2011 - August 2011
Job Finance Major
Industry Financial Services
Experience
Stifel Financial Corp. May 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance, Business
Stifel Financial Corp. May 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance, Business
Jeffrey Sherry's Stifel Financial Corp. Experience March 1999 - June 2012
Job Vice President, Business Development and Corporate Strategy at Finish Line
Industry Retail
Experience
Finish Line August 2012 - April 2015
Stifel Financial Corp. March 1999 - June 2012
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Investment Banking, Mergers & Acquisitions, Investments, Financial Analysis, Venture Capital, Business Strategy, Management, Strategy, Corporate Development, Equities, Business Development, Finance, Strategic Planning, Portfolio Management, Start-ups, Asset Management, Hedge Funds
Education
Wharton School, University of Pennsylvania 1993 — 1997
BS, Economics, Finance & Accounting
Finish Line August 2012 - April 2015
Stifel Financial Corp. March 1999 - June 2012
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Investment Banking, Mergers & Acquisitions, Investments, Financial Analysis, Venture Capital, Business Strategy, Management, Strategy, Corporate Development, Equities, Business Development, Finance, Strategic Planning, Portfolio Management, Start-ups, Asset Management, Hedge Funds
Education
Wharton School, University of Pennsylvania 1993 — 1997
BS, Economics, Finance & Accounting
Stacy Leahy's Stifel Financial Corp. Experience 2001 - 2005
Job Graphic Designer/Production Manager at Outdoor Living Inc.
Industry Graphic Design
Experience
Outdoor Living Inc. October 2013 - Present
Stifel Financial Corp. 2001 - 2005
Education
University of Missouri-Columbia 1989 — 1992
Bachelor of Arts (BA), Graphic Design
Outdoor Living Inc. October 2013 - Present
Stifel Financial Corp. 2001 - 2005
Education
University of Missouri-Columbia 1989 — 1992
Bachelor of Arts (BA), Graphic Design
Staci Atwood's Stifel Financial Corp. Experience May 2012 - Present
Job Branch Office Administrator Stifel Nicolaus at Stifel Financial Corp
Industry Financial Services
Experience
Stifel Financial Corp. May 2012 - Present
Stifel Financial Corp. February 2011 - May 2012
Stifel Financial Corp. February 2001 - February 2011
Skills
Series 7, Series 63, Series 65, Series 24, Series 9 and 10, Series 27
Education
University of Illinois at Urbana-Champaign 1987 — 1990
Bachelor of Science (B.S.), Accountancy
Stifel Financial Corp. May 2012 - Present
Stifel Financial Corp. February 2011 - May 2012
Stifel Financial Corp. February 2001 - February 2011
Skills
Series 7, Series 63, Series 65, Series 24, Series 9 and 10, Series 27
Education
University of Illinois at Urbana-Champaign 1987 — 1990
Bachelor of Science (B.S.), Accountancy
James Stambaugh's Stifel Financial Corp. Experience October 2014 - Present
Job Senior Vice President, Portfolio Manager Solutions Program at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Morgan Stanley Smith Barney July 2007 - October 2014
Janney Montgomery Scott June 1986 - July 2007
Merrill Lynch November 1983 - June 1986
Skills
Equities, Series 7, Asset Management, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income, Retirement Planning, Securities
Education
Wharton School, University of Pennsylvania 1979 — 1983
bs, Accounting and Finance
Stifel Financial Corp. October 2014 - Present
Morgan Stanley Smith Barney July 2007 - October 2014
Janney Montgomery Scott June 1986 - July 2007
Merrill Lynch November 1983 - June 1986
Skills
Equities, Series 7, Asset Management, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income, Retirement Planning, Securities
Education
Wharton School, University of Pennsylvania 1979 — 1983
bs, Accounting and Finance
Paul Doneff's Stifel Financial Corp. Experience March 1992 - September 2002
Job Curator at Davinci Machines Exhibit
Industry Information Technology and Services
Experience
Davinci Machines Exhibit August 2011 - Present
Stifel Financial Corp. March 1992 - September 2002
Prudential Financial September 1985 - March 1992
Skills
Sales Management, Entrepreneurship, Strategic Financial..., Public Relations, Museum Collections, Corporate Identity
Education
University of Missouri-Columbia 1978 — 1983
Bachelor of Arts (BA), Education
Davinci Machines Exhibit August 2011 - Present
Stifel Financial Corp. March 1992 - September 2002
Prudential Financial September 1985 - March 1992
Skills
Sales Management, Entrepreneurship, Strategic Financial..., Public Relations, Museum Collections, Corporate Identity
Education
University of Missouri-Columbia 1978 — 1983
Bachelor of Arts (BA), Education
Cole Ryba's Stifel Financial Corp. Experience June 2008 - Present
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2008 - Present
Piper Jaffray May 2003 - June 2008
Education
University of Minnesota - Carlson School of Management 2001 — 2004
Bachelor of Science (B.S.), Finance
Stifel Financial Corp. June 2008 - Present
Piper Jaffray May 2003 - June 2008
Education
University of Minnesota - Carlson School of Management 2001 — 2004
Bachelor of Science (B.S.), Finance
Amy Flynn's Stifel Financial Corp. Experience April 2013 - Present
Job Assistant Vice President at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. April 2013 - Present
Keygent LLC May 2012 - March 2013
Keygent LLC December 2009 - May 2012
Keygent LLC June 2009 - December 2009
The TCW Group February 2009 - May 2009
Skills
Investment Banking, Municipal Bonds, Financial Modeling, Capital Markets, Credit Analysis, Financial Analysis, Valuation, Fixed Income, Bloomberg, Cash Flow, School Districts, DBC, Microsoft Excel, Event Planning, Strategic Financial..., Economics, Finance
Education
University of California, Los Angeles 2006 — 2009
Bachelor's Degree, Economics
Stifel Financial Corp. April 2013 - Present
Keygent LLC May 2012 - March 2013
Keygent LLC December 2009 - May 2012
Keygent LLC June 2009 - December 2009
The TCW Group February 2009 - May 2009
Skills
Investment Banking, Municipal Bonds, Financial Modeling, Capital Markets, Credit Analysis, Financial Analysis, Valuation, Fixed Income, Bloomberg, Cash Flow, School Districts, DBC, Microsoft Excel, Event Planning, Strategic Financial..., Economics, Finance
Education
University of California, Los Angeles 2006 — 2009
Bachelor's Degree, Economics
Craig Mauro's Stifel Financial Corp. Experience June 2012 - August 2012
Job Financial Analyst at PNC
Industry Banking
Experience
PNC April 2015 - Present
PNC August 2013 - April 2015
University of Pittsburgh 2010 - 2013
Stifel Financial Corp. June 2012 - August 2012
UBS Investment Bank May 2011 - May 2011
Skills
Microsoft Excel, SQL, Access, PowerPoint, Financial Analysis, Analysis, Investments, Time Management, Leadership
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business
PNC April 2015 - Present
PNC August 2013 - April 2015
University of Pittsburgh 2010 - 2013
Stifel Financial Corp. June 2012 - August 2012
UBS Investment Bank May 2011 - May 2011
Skills
Microsoft Excel, SQL, Access, PowerPoint, Financial Analysis, Analysis, Investments, Time Management, Leadership
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business
Pamela Blake's Stifel Financial Corp. Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Stifel Financial April 2011 - September 2012
Stifel Financial Corp. 2008 - 2012
Stifel Financial August 2008 - April 2011
CitiMortgage, O April 2007 - July 2008
CitiMortgage, O March 2006 - April 2007
CitiMortgage, O June 2004 - March 2006
Education
Webster University 2010 — 2015
Master’s Business Administration (M.B.A; M.B.A, Business Administration and Management, General
University of Missouri-Saint Louis 1996 — 2003
Bachelor of Science, Accounting
Wells Fargo Advisors July 2013 - Present
Stifel Financial April 2011 - September 2012
Stifel Financial Corp. 2008 - 2012
Stifel Financial August 2008 - April 2011
CitiMortgage, O April 2007 - July 2008
CitiMortgage, O March 2006 - April 2007
CitiMortgage, O June 2004 - March 2006
Education
Webster University 2010 — 2015
Master’s Business Administration (M.B.A; M.B.A, Business Administration and Management, General
University of Missouri-Saint Louis 1996 — 2003
Bachelor of Science, Accounting
Ada Tam's Stifel Financial Corp. Experience January 2015 - Present
Job Fund Accountant II at Stifel Financial Corp.
Industry Accounting
Experience
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. December 2013 - January 2015
Armanino LLP October 2011 - November 2013
UC Santa Cruz March 2011 - June 2011
UC Santa Cruz January 2011 - March 2011
Skills
Accounting, Time Management, Team Leadership, Microsoft Office, Project Planning, Microsoft Excel, PowerPoint, Auditing, Event Planning, Financial Analysis, Financial Reporting, Teamwork, Microsoft Word, Finance, Leadership, Financial Accounting, Internal Controls, GAAP, Management, Social Media, Outlook
Education
University of California, Santa Cruz 2008 — 2011
Bachelor of Arts (B.A.), Business Management Economics with an emphasis in Accounting
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. December 2013 - January 2015
Armanino LLP October 2011 - November 2013
UC Santa Cruz March 2011 - June 2011
UC Santa Cruz January 2011 - March 2011
Skills
Accounting, Time Management, Team Leadership, Microsoft Office, Project Planning, Microsoft Excel, PowerPoint, Auditing, Event Planning, Financial Analysis, Financial Reporting, Teamwork, Microsoft Word, Finance, Leadership, Financial Accounting, Internal Controls, GAAP, Management, Social Media, Outlook
Education
University of California, Santa Cruz 2008 — 2011
Bachelor of Arts (B.A.), Business Management Economics with an emphasis in Accounting
Korey Kletschke's Stifel Financial Corp. Experience May 2011 - August 2011
Job Investor Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
Stifel Financial Corp. May 2011 - August 2011
Skills
Series 6
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
Principal Financial Group August 2012 - Present
Stifel Financial Corp. May 2011 - August 2011
Skills
Series 6
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
Naveen Pabbisetty's Stifel Financial Corp. Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - August 2015
Keefe, Bruyette & Woods June 2015 - August 2015
Meliora Advisors, LLC September 2014 - December 2014
Skills
Microsoft Office, Customer Support, Microsoft Excel, Commercial Awareness, Java, HTML, Market Research, Computer Network..., Financial Modeling, Valuation, Equity Research, CAD
Education
University of Rochester 2012 — 2016
B.A, Economics
Indus International School 2010 — 2012
High School
Oakridge International School 2008 — 2010
High School
Stifel Financial Corp. June 2015 - August 2015
Keefe, Bruyette & Woods June 2015 - August 2015
Meliora Advisors, LLC September 2014 - December 2014
Skills
Microsoft Office, Customer Support, Microsoft Excel, Commercial Awareness, Java, HTML, Market Research, Computer Network..., Financial Modeling, Valuation, Equity Research, CAD
Education
University of Rochester 2012 — 2016
B.A, Economics
Indus International School 2010 — 2012
High School
Oakridge International School 2008 — 2010
High School
Nate Richardson's Stifel Financial Corp. Experience Credit SalesRaymond James Financial, Inc.2010 - 2013
Job Director, Credit Sales Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. Credit SalesRaymond James Financial, Inc.2010 - 2013
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor's degree, Finance, General
Stifel Financial Corp. Credit SalesRaymond James Financial, Inc.2010 - 2013
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor's degree, Finance, General
Doug Noll's Stifel Financial Corp. Experience November 1986 - Present
Job Director of Operations at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. November 1986 - Present
Education
University of Missouri-Saint Louis
Bachelor of Science (BS), Business Administration, Accounting and Finance
Stifel Financial Corp. November 1986 - Present
Education
University of Missouri-Saint Louis
Bachelor of Science (BS), Business Administration, Accounting and Finance
Kim Brombolich Thebeau's Stifel Financial Corp. Experience June 2013 - Present
Job
Industry Financial Services
Experience
Stifel Financial Corp. June 2013 - Present
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Business Administration (B.B.A.)
Stifel Financial Corp. June 2013 - Present
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS