Stifel Nicolaus
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 Nicolaus Employees
Employee
Years
Job
Industry
William Mannaberg, MBA William Mannaberg, MBA's Stifel Nicolaus Experience September 2000 - July 2003
Job Financial Analyst at Heritage Crystal Clean
Industry Financial Services
Experience
Heritage - Crystal Clean April 2013 - Present
Benedictine University August 2009 - Present
Rasmussen College March 2010 - Present
Colorado Technical University June 2011 - December 2013
National Safety Council February 2012 - April 2013
Paylocity June 2009 - July 2011
ADP 2004 - 2009
Stifel Nicolaus September 2000 - July 2003
Edward Jones January 2000 - April 2000
Internal Revenue Service September 1997 - June 1998
Skills
Tax, Analysis, Payroll, Microsoft Office, Access, Financial Analysis, Outlook, Process Improvement, Financial Reporting, Budgets, Excel, PowerPoint, Coaching, Staff Development, Microsoft CRM, Great Plains Software, Data Analysis, PeopleSoft, Accounting, Strategic Planning, Forecasting, Team Building, Word, Budgeting, Problem Solving, Customer Relations, Planning, Mentoring, Business Strategy, Payroll Processing, Employee Relations, Quickbooks, Public Speaking, Auditing, Account Management, Teamwork, Change Management, Teaching, Essbase, Oracle General Ledger, Hyperion Planning, Adult Education, Higher Education, Curriculum Development, Curriculum Design, Financial Modeling, Financial Statements, Finance, Salesforce.com, Fixed Asset Management
Education
Grand Canyon University
Doctor of Philosophy (Ph.D.), Management
Benedictine University 2007 — 2009
MBA, Accounting
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science
Heritage - Crystal Clean April 2013 - Present
Benedictine University August 2009 - Present
Rasmussen College March 2010 - Present
Colorado Technical University June 2011 - December 2013
National Safety Council February 2012 - April 2013
Paylocity June 2009 - July 2011
ADP 2004 - 2009
Stifel Nicolaus September 2000 - July 2003
Edward Jones January 2000 - April 2000
Internal Revenue Service September 1997 - June 1998
Skills
Tax, Analysis, Payroll, Microsoft Office, Access, Financial Analysis, Outlook, Process Improvement, Financial Reporting, Budgets, Excel, PowerPoint, Coaching, Staff Development, Microsoft CRM, Great Plains Software, Data Analysis, PeopleSoft, Accounting, Strategic Planning, Forecasting, Team Building, Word, Budgeting, Problem Solving, Customer Relations, Planning, Mentoring, Business Strategy, Payroll Processing, Employee Relations, Quickbooks, Public Speaking, Auditing, Account Management, Teamwork, Change Management, Teaching, Essbase, Oracle General Ledger, Hyperion Planning, Adult Education, Higher Education, Curriculum Development, Curriculum Design, Financial Modeling, Financial Statements, Finance, Salesforce.com, Fixed Asset Management
Education
Grand Canyon University
Doctor of Philosophy (Ph.D.), Management
Benedictine University 2007 — 2009
MBA, Accounting
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science
Dirk Vandeveld Dirk Vandeveld's Stifel Nicolaus Experience 2001 - 2006
Job Attorney, Special Counsel, Corporate & Securities Group at Jones & Keller, PC
Industry Law Practice
Experience
Jones & Keller PC May 2013 - Present
Morgan Stanley 2009 - 2011
Stifel Nicolaus 2001 - 2006
Chicago Stock Exchange 2000 - 2001
Skills
Corporate Transactional, Regulatory Compliance, Securities Offerings, Private Placements, Investment Banking, Risk Management, Debt & Equity Capital..., Corporate Governance, Due Diligence, Contract Negotiation, Capital Raises, SEC Enforcement, General Corporate..., Business Development, Business Strategy, Finance, SEC, Underwriting, Series 7, Entrepreneurship, SEC Financial Reporting, Institutional Trading, Principal Trading, Asset Allocation, Contracts, Employment Issues, Strategic Planning, Drafting Transaction..., Litigation, Joint Ventures, Legal Research, Business Planning, Negotiation, Securities, Equities, Capital Markets, Asset Management, Mergers & Acquisitions, Investments
Education
Drake University Law School 1981 — 1984
Doctor of Law (J.D.)
University of Colorado at Boulder - Leeds School of Business 1977 — 1981
BS, Finance
Jones & Keller PC May 2013 - Present
Morgan Stanley 2009 - 2011
Stifel Nicolaus 2001 - 2006
Chicago Stock Exchange 2000 - 2001
Skills
Corporate Transactional, Regulatory Compliance, Securities Offerings, Private Placements, Investment Banking, Risk Management, Debt & Equity Capital..., Corporate Governance, Due Diligence, Contract Negotiation, Capital Raises, SEC Enforcement, General Corporate..., Business Development, Business Strategy, Finance, SEC, Underwriting, Series 7, Entrepreneurship, SEC Financial Reporting, Institutional Trading, Principal Trading, Asset Allocation, Contracts, Employment Issues, Strategic Planning, Drafting Transaction..., Litigation, Joint Ventures, Legal Research, Business Planning, Negotiation, Securities, Equities, Capital Markets, Asset Management, Mergers & Acquisitions, Investments
Education
Drake University Law School 1981 — 1984
Doctor of Law (J.D.)
University of Colorado at Boulder - Leeds School of Business 1977 — 1981
BS, Finance
Charles Roberts, CFP® Charles Roberts, CFP®'s Stifel Nicolaus Experience 1992 - 1993
Job Founder and CEO of Financial Freedom Planners
Industry Financial Services
Experience
Financial Freedom Planners May 2013 - Present
Garrett Planning Network June 2013 - Present
Cambridge Advisors July 2009 - June 2013
Thompson Davis April 2006 - September 2007
Middleburg Bank April 2003 - October 2005
Branch Cabell & Co, 1997 - 2002
First of Michigan 1994 - 1997
Stifel Nicolaus 1992 - 1993
UBS Wealth Management 1989 - 1992
Prudential Securities 1986 - 1989
Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance
Education
University of Pennsylvania - The Wharton School 1987 — 1990
Securities Industry Institute
College for Financial Planning 1982 — 1986
CFP, Financial Planning
Penn State University 1970 — 1974
BA with Honors, Economics
Financial Freedom Planners May 2013 - Present
Garrett Planning Network June 2013 - Present
Cambridge Advisors July 2009 - June 2013
Thompson Davis April 2006 - September 2007
Middleburg Bank April 2003 - October 2005
Branch Cabell & Co, 1997 - 2002
First of Michigan 1994 - 1997
Stifel Nicolaus 1992 - 1993
UBS Wealth Management 1989 - 1992
Prudential Securities 1986 - 1989
Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance
Education
University of Pennsylvania - The Wharton School 1987 — 1990
Securities Industry Institute
College for Financial Planning 1982 — 1986
CFP, Financial Planning
Penn State University 1970 — 1974
BA with Honors, Economics
Olivia Cory Olivia Cory's Stifel Nicolaus Experience February 2010 - February 2013
Job PostBacc Student at Hunter College
Industry Financial Services
Experience
Hunter College August 2014 - Present
Mount Sinai Beth Israel 2014 - 2015
FBR July 2014 - August 2014
FBR March 2013 - June 2014
Stifel Nicolaus February 2010 - February 2013
Bloomberg for Mayor 2009 July 2009 - November 2009
J.P. Morgan June 2008 - June 2009
Bear Stearns July 2007 - May 2008
Education
Barnard College 2004 — 2007
Bachelor's degree, Economics
Bronx Science 1999 — 2003
Hunter College August 2014 - Present
Mount Sinai Beth Israel 2014 - 2015
FBR July 2014 - August 2014
FBR March 2013 - June 2014
Stifel Nicolaus February 2010 - February 2013
Bloomberg for Mayor 2009 July 2009 - November 2009
J.P. Morgan June 2008 - June 2009
Bear Stearns July 2007 - May 2008
Education
Barnard College 2004 — 2007
Bachelor's degree, Economics
Bronx Science 1999 — 2003
Paul Andrew Ruble Paul Andrew Ruble's Stifel Nicolaus Experience January 2012 - April 2012
Job Aircraft Maintenance OfficerInCharge at 92d Aircraft Maintenance Squadron
Industry Military
Experience
92d Aircraft Maintenance Squadron November 2014 - Present
United States Air Force January 2014 - Present
United States Air Force October 2012 - Present
Stifel Nicolaus January 2012 - April 2012
Skills
Management, Organizational..., Security Clearance, Budgets, Government, Aircraft Maintenance, Business Management, Business Strategy, Geography, Information Assurance, Military Training, Military Logistics, Aviation, Aircraft
Education
Arizona State University 2009 — 2012
Bachelor of Interdisciplinary Studies, Business & Geography
92d Aircraft Maintenance Squadron November 2014 - Present
United States Air Force January 2014 - Present
United States Air Force October 2012 - Present
Stifel Nicolaus January 2012 - April 2012
Skills
Management, Organizational..., Security Clearance, Budgets, Government, Aircraft Maintenance, Business Management, Business Strategy, Geography, Information Assurance, Military Training, Military Logistics, Aviation, Aircraft
Education
Arizona State University 2009 — 2012
Bachelor of Interdisciplinary Studies, Business & Geography
Kristin Birdsong Kristin Birdsong's Stifel Nicolaus Experience May 2009 - June 2009
Job Epic Revenue Team Lead
Industry Hospital & Health Care
Experience
UTMB August 2014 - Present
UTMB January 2014 - August 2014
Novant Health October 2010 - September 2013
Stifel Nicolaus May 2009 - June 2009
Skills
Testing, Business Analysis, Crystal Reports, Technical Support, Integration, Team Building, XP, Marketing, Healthcare Information..., Process Improvement, Training
Education
Duke University - The Fuqua School of Business 2012 — 2013
Business Administration and Management, General
Campbell University 2006 — 2010
Business Administration, Business, Mathematics, Economics
UTMB August 2014 - Present
UTMB January 2014 - August 2014
Novant Health October 2010 - September 2013
Stifel Nicolaus May 2009 - June 2009
Skills
Testing, Business Analysis, Crystal Reports, Technical Support, Integration, Team Building, XP, Marketing, Healthcare Information..., Process Improvement, Training
Education
Duke University - The Fuqua School of Business 2012 — 2013
Business Administration and Management, General
Campbell University 2006 — 2010
Business Administration, Business, Mathematics, Economics
Lindsay McCorkle Lindsay McCorkle's Stifel Nicolaus Experience June 2010 - April 2011
Job Associate at Moelis & Company
Industry Banking
Experience
Moelis & Company June 2014 - August 2014
Accenture 2011 - 2013
Stifel Nicolaus June 2010 - April 2011
Open Spaces Consulting 2009 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Moelis & Company June 2014 - August 2014
Accenture 2011 - 2013
Stifel Nicolaus June 2010 - April 2011
Open Spaces Consulting 2009 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2006 — 2010
keith gresham keith gresham's Stifel Nicolaus Experience March 2010 - August 2011
Job CQA Analyst/Compliance
Industry Banking
Experience
US Bank August 2011 - Present
Stifel Nicolaus March 2010 - August 2011
Skills
Series 7, Securities, Series 63, FINRA, Training, Financial Advisory, Series 24, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Wealth Management, Retirement Planning, Financial Services, Series 65, Fixed Annuities, Estate Planning, 401k
Education
Dallas Baptist University 1990 — 1995
Business Administration
US Bank August 2011 - Present
Stifel Nicolaus March 2010 - August 2011
Skills
Series 7, Securities, Series 63, FINRA, Training, Financial Advisory, Series 24, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Wealth Management, Retirement Planning, Financial Services, Series 65, Fixed Annuities, Estate Planning, 401k
Education
Dallas Baptist University 1990 — 1995
Business Administration
Tom Vail Tom Vail's Stifel Nicolaus Experience March 2014 - June 2014
Job Territory Sales Represenative
Industry Medical Practice
Experience
Sempermed USA January 2015 - Present
Cox Communications July 2014 - December 2014
Stifel Nicolaus March 2014 - June 2014
Apple November 2013 - March 2014
Apple October 2012 - November 2013
Skills
iWork, iLife, OS X, iPhone, Mac OS, Mac, iOS, Keynote, iPad, Sales, Retail, Customer Experience, Customer Service, Account Management, Management, Facebook, Google Docs, Sales Presentations
Education
California State University-Fullerton 2011 — 2013
Bachelor's degree, Organizational Communication, General
Sempermed USA January 2015 - Present
Cox Communications July 2014 - December 2014
Stifel Nicolaus March 2014 - June 2014
Apple November 2013 - March 2014
Apple October 2012 - November 2013
Skills
iWork, iLife, OS X, iPhone, Mac OS, Mac, iOS, Keynote, iPad, Sales, Retail, Customer Experience, Customer Service, Account Management, Management, Facebook, Google Docs, Sales Presentations
Education
California State University-Fullerton 2011 — 2013
Bachelor's degree, Organizational Communication, General
Julie (Reid) Bliss Julie (Reid) Bliss's Stifel Nicolaus Experience October 2000 - February 2005
Job Communications Consultant at Optum/OptumRx
Industry Hospital & Health Care
Experience
Optum March 2013 - Present
OptumRx February 2012 - February 2013
Optum (OptumRx) May 2008 - January 2012
Innoviant February 2007 - May 2008
Innoviant March 2005 - February 2007
Stifel Nicolaus October 2000 - February 2005
Julie Bliss January 1997 - January 2001
Skills
Editing, Event Planning, Writing, Copywriting, Research, PowerPoint, Strategic Communications, Internal Communications, Leadership Development, Public Relations, Newsletters, Training, Healthcare, Corporate Communications, Leadership, Program Management
Education
Denison University 1984 — 1988
History
Edina High School 1982 — 1984
Optum March 2013 - Present
OptumRx February 2012 - February 2013
Optum (OptumRx) May 2008 - January 2012
Innoviant February 2007 - May 2008
Innoviant March 2005 - February 2007
Stifel Nicolaus October 2000 - February 2005
Julie Bliss January 1997 - January 2001
Skills
Editing, Event Planning, Writing, Copywriting, Research, PowerPoint, Strategic Communications, Internal Communications, Leadership Development, Public Relations, Newsletters, Training, Healthcare, Corporate Communications, Leadership, Program Management
Education
Denison University 1984 — 1988
History
Edina High School 1982 — 1984
Cody Mamone's Stifel Nicolaus Experience 2008 - 2008
Job Treasury Manager
Industry Oil & Energy
Experience
Nuverra Environmental Solutions May 2015 - Present
Western Refining 2014 - 2015
Starwood Hotels & Resorts Worldwide, Inc. 2013 - 2013
Pinnacle West Capital Corporation 2013 - 2013
US Airways 2011 - 2012
Apple 2010 - 2011
Stifel Nicolaus 2008 - 2008
Skills
Financial Modeling, Equities, Accounting, Valuation, Auditing, Investments, Microsoft Excel, Analysis, Customer Service, Finance, Process Improvement, Microsoft Office, Internal Audit, Technical Analysis, Stocks, Payroll, Risk Management, SAP, Venture Capital, Asset Based Lending, Futures, Treasury Management, Derivatives, Corporate Finance, Treasury, Banking, Investment Strategies, Investment Management, Portfolio Management, Visio, Process Consulting, DCF Valuation, Fixed Income, Alternative Investments, Managed Futures, Options Strategies, Equity Research, Foreign Exchange, International Business, Credit Analysis, Cash Flow Forecasting, Interest Rate Swaps, Corporate FP&A, Cash Management, Commodity Markets, Economics, Financial Analysis, Forecasting, Capital Markets, Trading
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
BS
Arizona State University, W. P. Carey School of Business 2009 — 2013
Certificate
University of Economics, Prague 2011 — 2011
International Business
Nuverra Environmental Solutions May 2015 - Present
Western Refining 2014 - 2015
Starwood Hotels & Resorts Worldwide, Inc. 2013 - 2013
Pinnacle West Capital Corporation 2013 - 2013
US Airways 2011 - 2012
Apple 2010 - 2011
Stifel Nicolaus 2008 - 2008
Skills
Financial Modeling, Equities, Accounting, Valuation, Auditing, Investments, Microsoft Excel, Analysis, Customer Service, Finance, Process Improvement, Microsoft Office, Internal Audit, Technical Analysis, Stocks, Payroll, Risk Management, SAP, Venture Capital, Asset Based Lending, Futures, Treasury Management, Derivatives, Corporate Finance, Treasury, Banking, Investment Strategies, Investment Management, Portfolio Management, Visio, Process Consulting, DCF Valuation, Fixed Income, Alternative Investments, Managed Futures, Options Strategies, Equity Research, Foreign Exchange, International Business, Credit Analysis, Cash Flow Forecasting, Interest Rate Swaps, Corporate FP&A, Cash Management, Commodity Markets, Economics, Financial Analysis, Forecasting, Capital Markets, Trading
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
BS
Arizona State University, W. P. Carey School of Business 2009 — 2013
Certificate
University of Economics, Prague 2011 — 2011
International Business
Joni Meilahn Joni Meilahn's Stifel Nicolaus Experience January 2007 - June 2007
Job Sr. Product Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
Janet Lau's Stifel Nicolaus Experience May 2007 - August 2007
Job Urban Development, Planning + Finance
Industry Architecture & Planning
Experience
Berkman International December 2013 - May 2015
Devex September 2013 - December 2013
Los Angeles Department of Transportation (LADOT) June 2012 - August 2012
Avance pmc February 2011 - June 2011
Avance pmc January 2011 - June 2011
El Ministerio de Educación de España October 2009 - June 2010
Piper Jaffray July 2008 - May 2009
Stifel Nicolaus May 2007 - August 2007
Lehman Brothers August 2005 - July 2006
Skills
Spanish, Microsoft Office, Non-profits, Research, Writing, Public Policy, English, International..., Urban Planning, GIS, Environmental Policy, Community Outreach, Nonprofits, Qualitative Research, Policy, Policy Analysis, Project Planning, Sustainability, Sustainable Development, Project Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2015
Tufts University 2011 — 2013
M.A., Urban and Environmental Planning and Policy
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and International Business
Egg Harbor Township High School 2000 — 2004
High School Diploma
MIT
City/Urban, Community and Regional Planning
Berkman International December 2013 - May 2015
Devex September 2013 - December 2013
Los Angeles Department of Transportation (LADOT) June 2012 - August 2012
Avance pmc February 2011 - June 2011
Avance pmc January 2011 - June 2011
El Ministerio de Educación de España October 2009 - June 2010
Piper Jaffray July 2008 - May 2009
Stifel Nicolaus May 2007 - August 2007
Lehman Brothers August 2005 - July 2006
Skills
Spanish, Microsoft Office, Non-profits, Research, Writing, Public Policy, English, International..., Urban Planning, GIS, Environmental Policy, Community Outreach, Nonprofits, Qualitative Research, Policy, Policy Analysis, Project Planning, Sustainability, Sustainable Development, Project Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2015
Tufts University 2011 — 2013
M.A., Urban and Environmental Planning and Policy
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and International Business
Egg Harbor Township High School 2000 — 2004
High School Diploma
MIT
City/Urban, Community and Regional Planning
Alex Petrovich, MBA Alex Petrovich, MBA's Stifel Nicolaus Experience October 2006 - April 2007
Job Producer at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. June 2015 - Present
Mutual of Omaha April 2014 - June 2015
Berkshire Hathaway Homestate Companies November 2010 - April 2014
Berkshire Hathaway Homestate Companies February 2009 - November 2010
Berkshire Hathaway Homestate Companies May 2007 - February 2009
Stifel Nicolaus October 2006 - April 2007
Medefis, Inc. June 2006 - September 2006
Skills
Management, Microsoft Office, Leadership, CRM, Marketing Strategy, Vendor Management, Visio, Photoshop, Crystal Reports, Marketing, Insurance, Email Marketing, Adobe Illustrator, Adobe Photoshop, Marketing Strategies &..., Corporate Communications, Creative Team Leadership, Data Integrity &..., Web & Print Content..., Acrobat Professional, Adobe LiveCycle Designer, MS Office Suite, SQL Server Reporting, MapPoint, Billing Systems, Illustrator, Adobe Acrobat, Marketing Communications, Process Improvement, New Business Development, Advertising, Training, Creative Direction, B2B, Team Building, Team Leadership, Strategic Planning, Account Management, Project Management, Customer Service, Adobe Creative Suite, Business Analysis, Business Process..., Business Planning, Product Management, Recruiting, Sales, Lead Generation, Business Development, Market Research
Education
Creighton University 2011 — 2014
Master of Business Administration (MBA), Finance, Marketing, Management
Creighton University 2003 — 2007
B.S.B.A., Finance
Arthur J. Gallagher & Co. June 2015 - Present
Mutual of Omaha April 2014 - June 2015
Berkshire Hathaway Homestate Companies November 2010 - April 2014
Berkshire Hathaway Homestate Companies February 2009 - November 2010
Berkshire Hathaway Homestate Companies May 2007 - February 2009
Stifel Nicolaus October 2006 - April 2007
Medefis, Inc. June 2006 - September 2006
Skills
Management, Microsoft Office, Leadership, CRM, Marketing Strategy, Vendor Management, Visio, Photoshop, Crystal Reports, Marketing, Insurance, Email Marketing, Adobe Illustrator, Adobe Photoshop, Marketing Strategies &..., Corporate Communications, Creative Team Leadership, Data Integrity &..., Web & Print Content..., Acrobat Professional, Adobe LiveCycle Designer, MS Office Suite, SQL Server Reporting, MapPoint, Billing Systems, Illustrator, Adobe Acrobat, Marketing Communications, Process Improvement, New Business Development, Advertising, Training, Creative Direction, B2B, Team Building, Team Leadership, Strategic Planning, Account Management, Project Management, Customer Service, Adobe Creative Suite, Business Analysis, Business Process..., Business Planning, Product Management, Recruiting, Sales, Lead Generation, Business Development, Market Research
Education
Creighton University 2011 — 2014
Master of Business Administration (MBA), Finance, Marketing, Management
Creighton University 2003 — 2007
B.S.B.A., Finance
Jack Pecoraro, CFA Jack Pecoraro, CFA's Stifel Nicolaus Experience May 2009 - April 2014
Job Financial Analyst, Operations Finance at Noble Energy
Industry Oil & Energy
Experience
Noble Energy April 2014 - Present
Stifel Nicolaus May 2009 - April 2014
FBR July 2008 - December 2008
American Energy Assets February 2005 - August 2007
ARAMARK January 2003 - February 2005
Education
Colorado School of Mines 2007 — 2008
Master of Science (MS), Engineering and Technology Management
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Economics and Business
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Chemical Engineering
Noble Energy April 2014 - Present
Stifel Nicolaus May 2009 - April 2014
FBR July 2008 - December 2008
American Energy Assets February 2005 - August 2007
ARAMARK January 2003 - February 2005
Education
Colorado School of Mines 2007 — 2008
Master of Science (MS), Engineering and Technology Management
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Economics and Business
Colorado School of Mines 1997 — 2002
Bachelor of Science (BS), Chemical Engineering
Richard Logar Richard Logar's Stifel Nicolaus Experience July 2006 - April 2013
Job Vice President, Capital Management Finance at TD
Industry Financial Services
Experience
TD April 2013 - Present
Stifel Nicolaus July 2006 - April 2013
Lava Trading June 2005 - August 2005
Skills
Series 7, Capital Markets, Valuation, Investments, Investment Banking, Financial Modeling, Bloomberg, Series 63
Education
Cornell University 2002 — 2006
Bachelor of Arts (B.A.), Economics
TD April 2013 - Present
Stifel Nicolaus July 2006 - April 2013
Lava Trading June 2005 - August 2005
Skills
Series 7, Capital Markets, Valuation, Investments, Investment Banking, Financial Modeling, Bloomberg, Series 63
Education
Cornell University 2002 — 2006
Bachelor of Arts (B.A.), Economics
James Smiles's Stifel Nicolaus Experience June 2010 - January 2012
Job Senior Vice President at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets August 2012 - Present
Stifel Nicolaus June 2010 - January 2012
Opus Trading Fund May 2008 - August 2009
RBS Greenwich Capital December 2005 - July 2007
Aladdin Capital Management March 2003 - March 2004
UBS Investment Bank August 1995 - November 1998
Skills
Credit Analysis, Financial Modeling, financial reporting, Bonds, Financial Reporting, Analysis, Trading, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Brown University 1984 — 1988
BA
BB&T Capital Markets August 2012 - Present
Stifel Nicolaus June 2010 - January 2012
Opus Trading Fund May 2008 - August 2009
RBS Greenwich Capital December 2005 - July 2007
Aladdin Capital Management March 2003 - March 2004
UBS Investment Bank August 1995 - November 1998
Skills
Credit Analysis, Financial Modeling, financial reporting, Bonds, Financial Reporting, Analysis, Trading, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Brown University 1984 — 1988
BA
Kimberly Keskes Kimberly Keskes's Stifel Nicolaus Experience August 2008 - November 2008
Job Banking Professional
Industry Banking
Experience
Keskes Printing, LLC February 2008 - Present
Stifel Nicolaus August 2008 - November 2008
SLM Financial July 1999 - February 2008
Skills
Excel, MS Word, Customer Service
Education
Thomas Edison State College 2003 — 2010
Degree/Environmental Science, Environmental Science
Camden County College 1993 — 1995
Dietetic Technician, Associates degree
Keskes Printing, LLC February 2008 - Present
Stifel Nicolaus August 2008 - November 2008
SLM Financial July 1999 - February 2008
Skills
Excel, MS Word, Customer Service
Education
Thomas Edison State College 2003 — 2010
Degree/Environmental Science, Environmental Science
Camden County College 1993 — 1995
Dietetic Technician, Associates degree
Jake Skivington Jake Skivington's Stifel Nicolaus Experience July 2010 - March 2011
Job Jefferies LLC Leveraged Finance Investment Banking
Industry Financial Services
Experience
Jefferies & Company March 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Sumner Financial 2009 - 2009
Mendon Capital Advisors 2007 - 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Economics
Copenhagen Business School 2009 — 2009
Finance
Jefferies & Company March 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Sumner Financial 2009 - 2009
Mendon Capital Advisors 2007 - 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Economics
Copenhagen Business School 2009 — 2009
Finance
Sean Collamore Sean Collamore's Stifel Nicolaus Experience January 2008 - February 2008
Job Advanced Analyst at Tecolote Research
Industry Research
Experience
Tecolote Research January 2010 - Present
Arcapita Bank B.S.C.(c) September 2009 - December 2009
Morgridge Family Foundation August 2008 - December 2008
America's Growth Capital June 2008 - August 2008
Stifel Nicolaus January 2008 - February 2008
Federal Reserve Board June 2007 - August 2007
Skills
Analysis, Economics, Research, Banking, Investments, Market Research, Competitive Analysis, Budgets, Microsoft Excel, Data Analysis, Financial Analysis, Leadership, Program Management
Education
Colby College 2004 — 2008
B.A., Economics
University of Otago 2006 — 2006
Tecolote Research January 2010 - Present
Arcapita Bank B.S.C.(c) September 2009 - December 2009
Morgridge Family Foundation August 2008 - December 2008
America's Growth Capital June 2008 - August 2008
Stifel Nicolaus January 2008 - February 2008
Federal Reserve Board June 2007 - August 2007
Skills
Analysis, Economics, Research, Banking, Investments, Market Research, Competitive Analysis, Budgets, Microsoft Excel, Data Analysis, Financial Analysis, Leadership, Program Management
Education
Colby College 2004 — 2008
B.A., Economics
University of Otago 2006 — 2006
Robert Marrone Robert Marrone's Stifel Nicolaus Experience January 2006 - June 2008
Job OWNER RCM PROFESSIONAL DOG TRAINING
Industry Professional Training & Coaching
Experience
RCM Professional Dog Training July 2014 - Present
Morgan Stanley June 2008 - July 2014
Stifel Nicolaus January 2006 - June 2008
Ryan Beck & Co. January 2003 - January 2006
Gruntal & Co. January 2000 - January 2003
Education
Dominican College of Blauvelt 2007 — 2011
BS, Accounting
Rockland Community College 2002 — 2006
AAS, Occupational Therapy
Fairleigh Dickinson University
CERTIFIED FINANCIAL PLANNER
RCM Professional Dog Training July 2014 - Present
Morgan Stanley June 2008 - July 2014
Stifel Nicolaus January 2006 - June 2008
Ryan Beck & Co. January 2003 - January 2006
Gruntal & Co. January 2000 - January 2003
Education
Dominican College of Blauvelt 2007 — 2011
BS, Accounting
Rockland Community College 2002 — 2006
AAS, Occupational Therapy
Fairleigh Dickinson University
CERTIFIED FINANCIAL PLANNER
Jason Coppersmith Jason Coppersmith's Stifel Nicolaus Experience May 2011 - July 2011
Job Associate at Barclays
Industry Investment Banking
Experience
Barclays June 2015 - Present
Barclays July 2014 - Present
AGC Partners 2012 - Present
Stifel Nicolaus May 2011 - July 2011
ATS Capital July 2010 - August 2010
Stifel Capital (Stifel Nicolaus Weisel) June 2010 - July 2010
The Breakers 2006 - 2009
Barclays Bank June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Investment Banking, Economics, Start-ups, M&A execution, Valuation, Leadership, Hardwork, Mergers & Acquisitions
Education
Colgate University 2008 — 2012
Bachelor of Arts, Economics
Saint Andrew's School
Barclays June 2015 - Present
Barclays July 2014 - Present
AGC Partners 2012 - Present
Stifel Nicolaus May 2011 - July 2011
ATS Capital July 2010 - August 2010
Stifel Capital (Stifel Nicolaus Weisel) June 2010 - July 2010
The Breakers 2006 - 2009
Barclays Bank June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Investment Banking, Economics, Start-ups, M&A execution, Valuation, Leadership, Hardwork, Mergers & Acquisitions
Education
Colgate University 2008 — 2012
Bachelor of Arts, Economics
Saint Andrew's School
Andreas Vietor Andreas Vietor's Stifel Nicolaus Experience February 1998 - March 2005
Job Energy Finance Professional
Industry Oil & Energy
Experience
Benefuel Inc. January 2015 - Present
Gleneden Advisors LLC January 2014 - Present
ZeaChem Inc. October 2007 - November 2013
Evergreen Energy Inc. March 2005 - October 2007
Stifel Nicolaus February 1998 - March 2005
Rodman & Renshaw 1996 - 1998
Skills
Venture Capital, Mergers, Financial Modeling, Due Diligence, Investor Relations, Valuation, Equity Research, Corporate Finance, Equities, Private Equity, Financial Analysis, Start-ups, Capital Markets
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance & Accounting
Connecticut College 1987 — 1991
BA, History & Economics, Distinction in Economics
Benefuel Inc. January 2015 - Present
Gleneden Advisors LLC January 2014 - Present
ZeaChem Inc. October 2007 - November 2013
Evergreen Energy Inc. March 2005 - October 2007
Stifel Nicolaus February 1998 - March 2005
Rodman & Renshaw 1996 - 1998
Skills
Venture Capital, Mergers, Financial Modeling, Due Diligence, Investor Relations, Valuation, Equity Research, Corporate Finance, Equities, Private Equity, Financial Analysis, Start-ups, Capital Markets
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance & Accounting
Connecticut College 1987 — 1991
BA, History & Economics, Distinction in Economics
Austin Hall's Stifel Nicolaus Experience January 2010 - February 2010
Job Sales Representative for Valco Melton
Industry Packaging and Containers
Experience
Valco Melton January 2013 - Present
Valco Melton July 2012 - December 2012
Centre College August 2008 - May 2012
Fowler Securities and Benefits May 2011 - August 2011
Wentico & Company May 2010 - August 2010
Stifel Nicolaus January 2010 - February 2010
Midwest Benefits Inc May 2009 - August 2009
Skills
Word, SAS, Stata, Excel, Economics, Microsoft Word, Microsoft Excel, Finance, Sales, Time Management, Marketing Communications, Technical Product Sales, Packaging, Investments, Financial Analysis, Business Analysis, Soccer, Management, PowerPoint, New Business Development, Leadership
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Valco Melton January 2013 - Present
Valco Melton July 2012 - December 2012
Centre College August 2008 - May 2012
Fowler Securities and Benefits May 2011 - August 2011
Wentico & Company May 2010 - August 2010
Stifel Nicolaus January 2010 - February 2010
Midwest Benefits Inc May 2009 - August 2009
Skills
Word, SAS, Stata, Excel, Economics, Microsoft Word, Microsoft Excel, Finance, Sales, Time Management, Marketing Communications, Technical Product Sales, Packaging, Investments, Financial Analysis, Business Analysis, Soccer, Management, PowerPoint, New Business Development, Leadership
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Matt Capel Matt Capel's Stifel Nicolaus Experience September 2011 - January 2012
Job Commercial Client Executive at Van Wyk Risk Solutions
Industry Insurance
Experience
Van Wyk Risk Solutions January 2012 - Present
Stifel Nicolaus September 2011 - January 2012
Saint Mary's Health Management Company - East Hills Athletic Club August 2011 - January 2012
Independent June 2009 - July 2011
Cadillac Ranch June 2010 - September 2010
Skills
Risk Management, Property & Casualty..., Management, Insurance, Customer Service, Strategic Planning, Leadership, Marketing, Financial Analysis, Finance
Education
Calvin College 2007 — 2011
Bachelor of Arts, Business
Unity Christian High School 2003 — 2007
Van Wyk Risk Solutions January 2012 - Present
Stifel Nicolaus September 2011 - January 2012
Saint Mary's Health Management Company - East Hills Athletic Club August 2011 - January 2012
Independent June 2009 - July 2011
Cadillac Ranch June 2010 - September 2010
Skills
Risk Management, Property & Casualty..., Management, Insurance, Customer Service, Strategic Planning, Leadership, Marketing, Financial Analysis, Finance
Education
Calvin College 2007 — 2011
Bachelor of Arts, Business
Unity Christian High School 2003 — 2007
Greg Imhoff Greg Imhoff's Stifel Nicolaus Experience October 2009 - December 2012
Job Financial Consultant at Xcel Energy
Industry Financial Services
Experience
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
stuart perry stuart perry's Stifel Nicolaus Experience 2001 - 2005
Job Investment Banking
Industry Investment Banking
Experience
xxxxxxxxxxxx April 2011 - Present
Next Generation Equity Research November 2005 - February 2009
Stifel Nicolaus 2001 - 2005
HBW 1997 - 2001
Skills
International Sales, Accounting, Equities, Investments, Microsoft Office, Financial Modeling, New Business Development, Portfolio Management, Investment Banking, Series 7, Institutional...
Education
City University London 1970 — 1973
Finance, Investments
Merchant Taylors' School 1961 — 1968
Natural Sciences
xxxxxxxxxxxx April 2011 - Present
Next Generation Equity Research November 2005 - February 2009
Stifel Nicolaus 2001 - 2005
HBW 1997 - 2001
Skills
International Sales, Accounting, Equities, Investments, Microsoft Office, Financial Modeling, New Business Development, Portfolio Management, Investment Banking, Series 7, Institutional...
Education
City University London 1970 — 1973
Finance, Investments
Merchant Taylors' School 1961 — 1968
Natural Sciences
Richard C. Theiler Richard C. Theiler's Stifel Nicolaus Experience October 1999 - March 2004
Job Founder & CEO, BreadMap.com
Industry Financial Services
Experience
BreadMap.com January 2009 - Present
Downtown Rentals, LLC January 1996 - Present
Strategic Development Partners March 2004 - January 2009
Stifel Nicolaus October 1999 - March 2004
Everen Securities July 1996 - October 1999
Skills
Investments, Business Planning, Entrepreneurship, Strategic Planning, Mortgage Lending, Small Business, Residential Homes, Insurance, Strategic Financial..., New Business Development, Marketing Strategy, Marketing, Sales Management, Real Estate, Credit
Education
Cardinal Stritch University 1989 — 1991
Coursework, Masters in Business Administration
University of Wisconsin-Stevens Point 1984 — 1987
Bachelor of Arts, Business Administration
University of Wisconsin-Stevens Point 1981 — 1984
Bachelor of Science, Physical Education
University of Wisconsin-Eau Claire 1977 — 1980
Education
BreadMap.com January 2009 - Present
Downtown Rentals, LLC January 1996 - Present
Strategic Development Partners March 2004 - January 2009
Stifel Nicolaus October 1999 - March 2004
Everen Securities July 1996 - October 1999
Skills
Investments, Business Planning, Entrepreneurship, Strategic Planning, Mortgage Lending, Small Business, Residential Homes, Insurance, Strategic Financial..., New Business Development, Marketing Strategy, Marketing, Sales Management, Real Estate, Credit
Education
Cardinal Stritch University 1989 — 1991
Coursework, Masters in Business Administration
University of Wisconsin-Stevens Point 1984 — 1987
Bachelor of Arts, Business Administration
University of Wisconsin-Stevens Point 1981 — 1984
Bachelor of Science, Physical Education
University of Wisconsin-Eau Claire 1977 — 1980
Education
Christine LaBruna's Stifel Nicolaus Experience March 2014 - August 2014
Job Administrative Assistant at Suburban Furniture
Industry Motion Pictures and Film
Experience
Suburban Furniture November 2014 - Present
Clearview Cinemas/ BowTie Cinemas September 2006 - November 2014
Stifel Nicolaus March 2014 - August 2014
ForeverPhoto April 2004 - April 2013
County College of Morris September 2008 - December 2011
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Word, Access, Internet Savvy, Management, Project Management, PowerPoint, Editing, Microsoft Office, Social Networking, Time Management
Education
College of Saint Elizabeth 2012 — 2013
Bachelor's, Business Administration
County College of Morris 2007 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Roxbury Highschool 2004 — 2008
Highschool Diploma
Suburban Furniture November 2014 - Present
Clearview Cinemas/ BowTie Cinemas September 2006 - November 2014
Stifel Nicolaus March 2014 - August 2014
ForeverPhoto April 2004 - April 2013
County College of Morris September 2008 - December 2011
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Word, Access, Internet Savvy, Management, Project Management, PowerPoint, Editing, Microsoft Office, Social Networking, Time Management
Education
College of Saint Elizabeth 2012 — 2013
Bachelor's, Business Administration
County College of Morris 2007 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Roxbury Highschool 2004 — 2008
Highschool Diploma
Christe Spiers Christe Spiers's Stifel Nicolaus Experience July 2010 - November 2011
Job Private Client Advisor, Wealth Management, U.S. Trust
Industry Financial Services
Experience
Stifel Nicolaus July 2010 - November 2011
Thomas Weisel Partners May 1999 - June 2010
Credit Suisse First Boston September 1996 - April 1999
Dawson Home Fashions 1992 - 1994
Cosmair 1991 - 1992
Cosmair 1990 - 1991
Skills
Financial Planning, Entrepreneurial Finance, Consultative Approach, Trust Services, Relationship Management, Sales, Investments, Equities, Equity Research, Capital Markets, Hedge Funds, Valuation, Mutual Funds, Financial Analysis, Financial Markets, Financial Services, Leadership, Asset Management, Trading, Marketing, Building Relationships, Investment Banking, Writing, Networking, Business Development, Start-ups, Branding & Identity, Recruiting, Sales Presentations, Investor Relations, Product Management, Product Development, Bloomberg, Series 7, Venture Capital, exit planning
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1982 — 1986
B.A., French Language and Literature
Sacred Heart Academy
Stifel Nicolaus July 2010 - November 2011
Thomas Weisel Partners May 1999 - June 2010
Credit Suisse First Boston September 1996 - April 1999
Dawson Home Fashions 1992 - 1994
Cosmair 1991 - 1992
Cosmair 1990 - 1991
Skills
Financial Planning, Entrepreneurial Finance, Consultative Approach, Trust Services, Relationship Management, Sales, Investments, Equities, Equity Research, Capital Markets, Hedge Funds, Valuation, Mutual Funds, Financial Analysis, Financial Markets, Financial Services, Leadership, Asset Management, Trading, Marketing, Building Relationships, Investment Banking, Writing, Networking, Business Development, Start-ups, Branding & Identity, Recruiting, Sales Presentations, Investor Relations, Product Management, Product Development, Bloomberg, Series 7, Venture Capital, exit planning
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1982 — 1986
B.A., French Language and Literature
Sacred Heart Academy
Emily McLaughlin Emily McLaughlin's Stifel Nicolaus Experience September 2011 - December 2013
Job Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2013 - Present
Stifel Nicolaus September 2011 - December 2013
NorthPointe Capital June 2011 - July 2011
Benzinga.com January 2011 - May 2011
Albion College August 2010 - May 2011
Skills
Factset, Excel, SPSS, Financial Analysis, Research, Blue Matrix, Series 7, Microsoft Excel, Financial Modeling, Data Analysis, Analysis, Equity Research, Finance
Education
Albion College 2007 — 2011
Bachelor of Arts, Economics and Management, Psychology
RBC Capital Markets December 2013 - Present
Stifel Nicolaus September 2011 - December 2013
NorthPointe Capital June 2011 - July 2011
Benzinga.com January 2011 - May 2011
Albion College August 2010 - May 2011
Skills
Factset, Excel, SPSS, Financial Analysis, Research, Blue Matrix, Series 7, Microsoft Excel, Financial Modeling, Data Analysis, Analysis, Equity Research, Finance
Education
Albion College 2007 — 2011
Bachelor of Arts, Economics and Management, Psychology
Elizabeth Lauman's Stifel Nicolaus Experience June 2008 - August 2008
Job Brand Strategist, Product Innovation at Crispin Porter + Bogusky
Industry Media Production
Experience
Crispin Porter + Bogusky August 2015 - Present
Crispin Porter + Bogusky July 2014 - August 2015
Crispin Porter + Bogusky June 2012 - June 2014
Terrapinn February 2011 - June 2012
Talener Group October 2010 - February 2011
Shrinemont Camps, Inc June 2009 - August 2009
Stifel Nicolaus June 2008 - August 2008
Skills
Social Media, Facebook, Social Networking, Digital Media, Account Management, Event Planning, Advertising, Email Marketing, Public Speaking, Management, Budgets
Education
Colgate University 2006 — 2010
BA, French, History, Education
Duke, Emory, Cornell and Paris 7 Diderot 2009 — 2009
French Language and Literature, Junior
Roland Park Country School 2000 — 2006
High School Diploma
Crispin Porter + Bogusky August 2015 - Present
Crispin Porter + Bogusky July 2014 - August 2015
Crispin Porter + Bogusky June 2012 - June 2014
Terrapinn February 2011 - June 2012
Talener Group October 2010 - February 2011
Shrinemont Camps, Inc June 2009 - August 2009
Stifel Nicolaus June 2008 - August 2008
Skills
Social Media, Facebook, Social Networking, Digital Media, Account Management, Event Planning, Advertising, Email Marketing, Public Speaking, Management, Budgets
Education
Colgate University 2006 — 2010
BA, French, History, Education
Duke, Emory, Cornell and Paris 7 Diderot 2009 — 2009
French Language and Literature, Junior
Roland Park Country School 2000 — 2006
High School Diploma
Chuck Anderson-Weir Chuck Anderson-Weir's Stifel Nicolaus Experience June 2008 - August 2008
Job Manager, Measurement & Activation at Ovative/group
Industry Retail
Experience
Ovative/group July 2015 - Present
Everything FootGolf August 2014 - Present
Target February 2014 - July 2015
Target October 2012 - January 2014
Target November 2011 - September 2012
Target June 2010 - November 2011
Carleton College April 2009 - January 2010
Stifel Nicolaus June 2008 - August 2008
Skills
Research, Economics, SAS, Excel, PowerPoint, Word, Financial Modeling, Data Analysis, Talent Management, Innovation Management, Pricing Strategy, Microsoft Excel, Strategy, Analytics, Retail, Leadership, Cross-functional Team...
Education
Carleton College 2006 — 2010
B.A., Economics
Danish Institute for Study Abroad 2008 — 2008
Business and Economics
Ovative/group July 2015 - Present
Everything FootGolf August 2014 - Present
Target February 2014 - July 2015
Target October 2012 - January 2014
Target November 2011 - September 2012
Target June 2010 - November 2011
Carleton College April 2009 - January 2010
Stifel Nicolaus June 2008 - August 2008
Skills
Research, Economics, SAS, Excel, PowerPoint, Word, Financial Modeling, Data Analysis, Talent Management, Innovation Management, Pricing Strategy, Microsoft Excel, Strategy, Analytics, Retail, Leadership, Cross-functional Team...
Education
Carleton College 2006 — 2010
B.A., Economics
Danish Institute for Study Abroad 2008 — 2008
Business and Economics
William Burgren William Burgren's Stifel Nicolaus Experience June 2010 - August 2010
Job Tax Associate at Armanino LLP
Industry Accounting
Experience
Armanino LLP October 2013 - Present
Macias Gini & O'Connell LLP (MGO) July 2013 - October 2013
California State University, Chico September 2011 - May 2013
PwC June 2012 - August 2012
Wright's Tax and Bookkeeping June 2011 - August 2011
Stifel Nicolaus June 2010 - August 2010
Skills
QuickBooks, Microsoft Office 2007, SAP, Data Analysis, Tax Form Preparation, Quickbbooks, Accounting, Microsoft Excel, Outlook, Access, PowerPoint, Data Entry, Payroll, Finance, Forecasting, Microsoft Word, Time Management, Teamwork, IFRS, Financial Statements, ProSystem fx Tax
Education
California State University-Chico 2008 — 2013
Bachelor of Science, Business Administration, Accounting, Financial Management, Financial Services
Armanino LLP October 2013 - Present
Macias Gini & O'Connell LLP (MGO) July 2013 - October 2013
California State University, Chico September 2011 - May 2013
PwC June 2012 - August 2012
Wright's Tax and Bookkeeping June 2011 - August 2011
Stifel Nicolaus June 2010 - August 2010
Skills
QuickBooks, Microsoft Office 2007, SAP, Data Analysis, Tax Form Preparation, Quickbbooks, Accounting, Microsoft Excel, Outlook, Access, PowerPoint, Data Entry, Payroll, Finance, Forecasting, Microsoft Word, Time Management, Teamwork, IFRS, Financial Statements, ProSystem fx Tax
Education
California State University-Chico 2008 — 2013
Bachelor of Science, Business Administration, Accounting, Financial Management, Financial Services
Ken Cherevka Ken Cherevka's Stifel Nicolaus Experience February 2008 - Present
Job Software Developer at Stifel Nicolaus
Industry Computer Software
Experience
Stifel Nicolaus February 2008 - Present
Stone & Youngberg LLC April 2003 - February 2008
Select 1 Transport January 2003 - February 2003
Skills
ASP.NET, C#, CSS, Tortoise SVN, SQL Server 2000-2008, AJAX, Aspose.Cells, Visual Studio 2005 -..., Silverlight 4.0, SSRS, JavaScript, HTML, Telerik, AJAX Toolkit
Education
Arizona State University 1999 — 2002
B.S., Computer Science
Stifel Nicolaus February 2008 - Present
Stone & Youngberg LLC April 2003 - February 2008
Select 1 Transport January 2003 - February 2003
Skills
ASP.NET, C#, CSS, Tortoise SVN, SQL Server 2000-2008, AJAX, Aspose.Cells, Visual Studio 2005 -..., Silverlight 4.0, SSRS, JavaScript, HTML, Telerik, AJAX Toolkit
Education
Arizona State University 1999 — 2002
B.S., Computer Science
CJ Morgan's Stifel Nicolaus Experience April 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Stifel Nicolaus April 2009 - Present
Wells Fargo Advisors December 2008 - April 2009
Wachovia Securities Financial Network May 2008 - December 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2008
Skills
401k, Analysis, Asset Allocation, Financial Advisory
Education
Carroll College 2000 — 2005
Mathematics
Stifel Nicolaus April 2009 - Present
Wells Fargo Advisors December 2008 - April 2009
Wachovia Securities Financial Network May 2008 - December 2008
A.G. Edwards & Sons, Inc. January 2006 - May 2008
Skills
401k, Analysis, Asset Allocation, Financial Advisory
Education
Carroll College 2000 — 2005
Mathematics
Carrie Crosby Carrie Crosby's Stifel Nicolaus Experience February 2006 - July 2008
Job Vice President of Operations at GraceWorks Residential Construction & Remodeling
Industry Health, Wellness and Fitness
Experience
GraceWorks Residential Construction & Remodeling November 2014 - Present
Cenegenics Carolinas September 2008 - November 2014
Stifel Nicolaus February 2006 - July 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, PowerPoint, Event Planning, Microsoft Word, Account Management, Strategic Planning, Marketing, Financial Analysis, Project Management, Process Improvement, Management, Event Management, Data Analysis, Budgets, Salesforce.com, Team Building, Spreadsheets, Business Development, Time Management, Recruiting, Healthcare, Leadership, Public Speaking, Social Media, Public Relations, Sales, Program Management
Education
Agnes Scott College 2000 — 2004
BA, Psychology, Business Economics
Academic Magnet High School 1996 — 2000
GraceWorks Residential Construction & Remodeling November 2014 - Present
Cenegenics Carolinas September 2008 - November 2014
Stifel Nicolaus February 2006 - July 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, PowerPoint, Event Planning, Microsoft Word, Account Management, Strategic Planning, Marketing, Financial Analysis, Project Management, Process Improvement, Management, Event Management, Data Analysis, Budgets, Salesforce.com, Team Building, Spreadsheets, Business Development, Time Management, Recruiting, Healthcare, Leadership, Public Speaking, Social Media, Public Relations, Sales, Program Management
Education
Agnes Scott College 2000 — 2004
BA, Psychology, Business Economics
Academic Magnet High School 1996 — 2000
Catherine Vaughan Catherine Vaughan's Stifel Nicolaus Experience September 2007 - February 2009
Job Owner, Home Instead Senior Care
Industry Hospital & Health Care
Experience
Home Instead Senior Care January 2010 - Present
Taktix Solutions February 2009 - December 2009
Stifel Nicolaus September 2007 - February 2009
LaSalle Financial Services November 2004 - September 2007
McDonald Investments October 1984 - January 2001
Skills
Long-term Care, Coaching, Public Speaking, Small Business, Elder Care, Home Care, Healthcare, Aging in Place, Strategic Planning, Hospitals, Nonprofits, Case Management, Compassion, Seniors, Social Networking, Social Services, Management, Public Relations, Caregiving, Case Managment, Marketing Strategy
Education
Arizona State University 1979 — 1980
BS, Public Programs
Oregon State University 1976 — 1979
Home Instead Senior Care January 2010 - Present
Taktix Solutions February 2009 - December 2009
Stifel Nicolaus September 2007 - February 2009
LaSalle Financial Services November 2004 - September 2007
McDonald Investments October 1984 - January 2001
Skills
Long-term Care, Coaching, Public Speaking, Small Business, Elder Care, Home Care, Healthcare, Aging in Place, Strategic Planning, Hospitals, Nonprofits, Case Management, Compassion, Seniors, Social Networking, Social Services, Management, Public Relations, Caregiving, Case Managment, Marketing Strategy
Education
Arizona State University 1979 — 1980
BS, Public Programs
Oregon State University 1976 — 1979
Joseph Knarr CFP® Joseph Knarr CFP®'s Stifel Nicolaus Experience August 1998 - November 2000
Job Certified Financial Planner, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc November 2000 - Present
Stifel Nicolaus August 1998 - November 2000
Education
Boston University 2006 — 2007
Financial Planning
Palm Beach Community College 1990 — 1993
German language, health, science, physical fitness
pattonville
pattonville
Ameriprise Financial Services, Inc November 2000 - Present
Stifel Nicolaus August 1998 - November 2000
Education
Boston University 2006 — 2007
Financial Planning
Palm Beach Community College 1990 — 1993
German language, health, science, physical fitness
pattonville
pattonville
Tom Preusker's Stifel Nicolaus Experience February 2006 - September 2006
Job Investment Analyst at CUNA Mutual Fiduciary Consultants
Industry Financial Services
Experience
CUNA Mutual Fiduciary Consultants September 2006 - Present
City of Burlington, Wisconsin April 2012 - Present
Stifel Nicolaus February 2006 - September 2006
B. C. Ziegler and Company, Inc. (Ziegler) November 2002 - February 2006
The Administrative Management Group (Lincoln Financial Group) June 2002 - November 2002
Strong Capital Management (Wells Fargo) January 2001 - February 2002
Hewitt Associates (Aon Hewitt) March 1998 - January 2001
Skills
Mutual Funds, Investments, Investment Research, Financial Services, Strategic Planning, Financial Reporting, Project Management, Corporate Governance, FINRA Licensed, Fiduciary Services
Education
Denison University
BA
Keller Graduate School of Management
MBA
CUNA Mutual Fiduciary Consultants September 2006 - Present
City of Burlington, Wisconsin April 2012 - Present
Stifel Nicolaus February 2006 - September 2006
B. C. Ziegler and Company, Inc. (Ziegler) November 2002 - February 2006
The Administrative Management Group (Lincoln Financial Group) June 2002 - November 2002
Strong Capital Management (Wells Fargo) January 2001 - February 2002
Hewitt Associates (Aon Hewitt) March 1998 - January 2001
Skills
Mutual Funds, Investments, Investment Research, Financial Services, Strategic Planning, Financial Reporting, Project Management, Corporate Governance, FINRA Licensed, Fiduciary Services
Education
Denison University
BA
Keller Graduate School of Management
MBA
Erin Malone Erin Malone's Stifel Nicolaus Experience March 2010 - December 2010
Job Strategist at UM WW
Industry Marketing and Advertising
Experience
UM WW January 2014 - Present
UM WW February 2012 - Present
PAW Partners January 2011 - February 2012
Stifel Nicolaus March 2010 - December 2010
Mediavest June 2006 - December 2007
Skills
Financial Analysis, Financial Modeling, Internet Research, Media Planning, Digital Media, Media Buying
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
M.B.A, Finance
Colgate University 2001 — 2005
B.A., English
UM WW January 2014 - Present
UM WW February 2012 - Present
PAW Partners January 2011 - February 2012
Stifel Nicolaus March 2010 - December 2010
Mediavest June 2006 - December 2007
Skills
Financial Analysis, Financial Modeling, Internet Research, Media Planning, Digital Media, Media Buying
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
M.B.A, Finance
Colgate University 2001 — 2005
B.A., English
Michael Moylan Michael Moylan's Stifel Nicolaus Experience August 2006 - July 2008
Job Senior Associate at Corporate Partners LLC
Industry Venture Capital & Private Equity
Experience
Corporate Partners LLC October 2013 - Present
Halyard Capital June 2012 - December 2012
Investor Growth Capital May 2012 - August 2012
Ampersand Capital Partners August 2008 - July 2011
Stifel Nicolaus August 2006 - July 2008
Skills
Valuation, Private Equity, Venture Capital, Investment Banking, Finance, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
The Johns Hopkins University 2002 — 2006
Corporate Partners LLC October 2013 - Present
Halyard Capital June 2012 - December 2012
Investor Growth Capital May 2012 - August 2012
Ampersand Capital Partners August 2008 - July 2011
Stifel Nicolaus August 2006 - July 2008
Skills
Valuation, Private Equity, Venture Capital, Investment Banking, Finance, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
The Johns Hopkins University 2002 — 2006
Lizabeth Drega's Stifel Nicolaus Experience December 2005 - Present
Job Registered Operations Coordinator at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2005 - Present
Advest, Inc. July 2000 - December 2005
Advest, Inc. May 1999 - July 2000
Skills
Advertising, Customer Service, Website Development, Series 7, Mutual Funds, Securities, Fixed Annuities, Wealth Management, Investments, Asset Allocation, Retirement Planning, Series 63, Strategic Financial..., Equities, Financial Advisory, Retirement, ETFs, IRAs, Trading, Bonds, Financial Services, FINRA, Loans, Options, 401k, Finance, Financial Planning
Education
Assumption College 1995 — 1999
Bachelor's Degree, Business
Mercy High School 1991 — 1995
Stifel Nicolaus December 2005 - Present
Advest, Inc. July 2000 - December 2005
Advest, Inc. May 1999 - July 2000
Skills
Advertising, Customer Service, Website Development, Series 7, Mutual Funds, Securities, Fixed Annuities, Wealth Management, Investments, Asset Allocation, Retirement Planning, Series 63, Strategic Financial..., Equities, Financial Advisory, Retirement, ETFs, IRAs, Trading, Bonds, Financial Services, FINRA, Loans, Options, 401k, Finance, Financial Planning
Education
Assumption College 1995 — 1999
Bachelor's Degree, Business
Mercy High School 1991 — 1995
Jennifer Koces Jennifer Koces's Stifel Nicolaus Experience January 2009 - May 2013
Job Senior Registered Representative at North Star Advisory Group, LLC
Industry Financial Services
Experience
North Star Advisory Group, LLC May 2013 - Present
Stifel Nicolaus January 2009 - May 2013
AG Edwards/Wachovia May 1999 - January 2009
Paine Webber September 1998 - May 1999
Education
Cleveland State University 1994 — 1998
Bachelor of Business Administration, Management
Padua Franciscan High School 1990 — 1994
North Star Advisory Group, LLC May 2013 - Present
Stifel Nicolaus January 2009 - May 2013
AG Edwards/Wachovia May 1999 - January 2009
Paine Webber September 1998 - May 1999
Education
Cleveland State University 1994 — 1998
Bachelor of Business Administration, Management
Padua Franciscan High School 1990 — 1994
Bill Eisenreich Bill Eisenreich's Stifel Nicolaus Experience February 2013 - Present
Job Analyst at Stifel Nicolaus
Industry Banking
Experience
Stifel Nicolaus February 2013 - Present
Fairfield Advisors June 2012 - February 2013
Credit Suisse June 2011 - July 2011
MIAC June 2010 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Banking, Financial Advisory
Education
Bucknell University 2008 — 2012
Bachelor's degree, Economics
Stifel Nicolaus February 2013 - Present
Fairfield Advisors June 2012 - February 2013
Credit Suisse June 2011 - July 2011
MIAC June 2010 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Banking, Financial Advisory
Education
Bucknell University 2008 — 2012
Bachelor's degree, Economics
Jonathan Lieber Jonathan Lieber's Stifel Nicolaus Experience February 2010 - June 2012
Job Senior Portfolio Manager at Catlin Insurance
Industry Financial Services
Experience
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Wayne D. Wilson, MAcc Wayne D. Wilson, MAcc's Stifel Nicolaus Experience September 2003 - July 2005
Job Accountant
Industry Accounting
Experience
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
Jennifer Linnea Daly Jennifer Linnea Daly's Stifel Nicolaus Experience April 1996 - April 1999
Job Instructor Photography at Shasta College
Industry Fine Art
Experience
Shasta College August 2010 - Present
Northern Michigan University August 2009 - October 2011
California State University, Chico 2007 - May 2009
St. Louis Community College August 2005 - May 2006
Stifel Nicolaus April 1996 - April 1999
Skills
Higher Education, Teaching, Curriculum Design, Curriculum Development, University Teaching, Photography, Tutoring, Editing, Research, Public Speaking, College Teaching, Photoshop, Lecturing, Grant Writing
Education
California State University-Chico 2006 — 2009
MFA, Photography
University of Missouri-Saint Louis 2004 — 2006
BFA, Photography
St. Louis Community College 2001 — 2004
Photography
Shasta College August 2010 - Present
Northern Michigan University August 2009 - October 2011
California State University, Chico 2007 - May 2009
St. Louis Community College August 2005 - May 2006
Stifel Nicolaus April 1996 - April 1999
Skills
Higher Education, Teaching, Curriculum Design, Curriculum Development, University Teaching, Photography, Tutoring, Editing, Research, Public Speaking, College Teaching, Photoshop, Lecturing, Grant Writing
Education
California State University-Chico 2006 — 2009
MFA, Photography
University of Missouri-Saint Louis 2004 — 2006
BFA, Photography
St. Louis Community College 2001 — 2004
Photography
Greg Burlin Greg Burlin's Stifel Nicolaus Experience July 2007 - August 2009
Job Vice President, Business Development at MAXIMUS
Industry Information Technology and Services
Experience
MAXIMUS October 2014 - Present
Xerox April 2014 - September 2014
Xerox December 2009 - April 2014
Stifel Nicolaus July 2007 - August 2009
Fredericks Michael & Co. July 2006 - July 2007
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Innovation Development, Business Strategy, Cost Management, Capture, Business Development, Mergers & Acquisitions, Strategic Planning, New Business Development, Management, Strategic Partnerships, Strategy, Sales, Due Diligence
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Brown University
BA, History
MAXIMUS October 2014 - Present
Xerox April 2014 - September 2014
Xerox December 2009 - April 2014
Stifel Nicolaus July 2007 - August 2009
Fredericks Michael & Co. July 2006 - July 2007
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Innovation Development, Business Strategy, Cost Management, Capture, Business Development, Mergers & Acquisitions, Strategic Planning, New Business Development, Management, Strategic Partnerships, Strategy, Sales, Due Diligence
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Brown University
BA, History
Sheila R Carroll Sheila R Carroll's Stifel Nicolaus Experience January 2006 - January 2008
Job Financial Litigation and Regulatory Paralegal at Cosgrove Law Group, LLC | A Comprehensive Advocacy Law Firm
Industry Legal Services
Experience
Investment Adviser Rep Syndicate December 2013 - Present
Cosgrove Law Group, LLC April 2009 - Present
BAM Advisor Services January 2008 - March 2009
Stifel, Nicolaus January 2006 - January 2008
Missouri Secretary Of State's Office February 2005 - January 2006
Missouri Attorney General's Office January 1999 - January 2005
Skills
Legal Writing, Legal Research, Securities, Mediation, Litigation Support, Enforcement, Securities Regulation, Commercial Litigation, Personal Injury, Corporate Law, Criminal Defense, Arbitration, Trials, Policy
Education
Columbia College 2003 — 2004
MS, Criminal Justice
TCS 1988 — 1996
Investment Adviser Rep Syndicate December 2013 - Present
Cosgrove Law Group, LLC April 2009 - Present
BAM Advisor Services January 2008 - March 2009
Stifel, Nicolaus January 2006 - January 2008
Missouri Secretary Of State's Office February 2005 - January 2006
Missouri Attorney General's Office January 1999 - January 2005
Skills
Legal Writing, Legal Research, Securities, Mediation, Litigation Support, Enforcement, Securities Regulation, Commercial Litigation, Personal Injury, Corporate Law, Criminal Defense, Arbitration, Trials, Policy
Education
Columbia College 2003 — 2004
MS, Criminal Justice
TCS 1988 — 1996
Candice Simon Candice Simon's Stifel Nicolaus Experience September 2008 - May 2010
Job Scribe at ScribeAmerica
Industry Education Management
Experience
ScribeAmerica August 2015 - Present
Imagine Schools May 2013 - June 2015
Arizona Department of Education July 2014 - July 2014
Teach for America, Summer Institute, 2013 June 2013 - July 2013
Teach for America May 2010 - May 2013
Teach for America, Summer Institute, 2012 June 2012 - July 2012
Stifel Nicolaus September 2008 - May 2010
Duck Club Yacht Club Restaurant May 2005 - May 2010
Skills
Teaching, Curriculum Design, Elementary Education, Tutoring, Public Speaking, Curriculum Development, Leadership, Educational Leadership, Data Analysis, Staff Development, Critical Thinking, Lesson Planning, Microsoft Office, Classroom Management, Teacher Training, Rock Climbing
Education
Arizona State University 2010 — 2012
Master of Education (M.Ed.), Elementary Education, Summa Cum Laude
Saint Louis University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Women's Studies, Magna Cum Laude
ScribeAmerica August 2015 - Present
Imagine Schools May 2013 - June 2015
Arizona Department of Education July 2014 - July 2014
Teach for America, Summer Institute, 2013 June 2013 - July 2013
Teach for America May 2010 - May 2013
Teach for America, Summer Institute, 2012 June 2012 - July 2012
Stifel Nicolaus September 2008 - May 2010
Duck Club Yacht Club Restaurant May 2005 - May 2010
Skills
Teaching, Curriculum Design, Elementary Education, Tutoring, Public Speaking, Curriculum Development, Leadership, Educational Leadership, Data Analysis, Staff Development, Critical Thinking, Lesson Planning, Microsoft Office, Classroom Management, Teacher Training, Rock Climbing
Education
Arizona State University 2010 — 2012
Master of Education (M.Ed.), Elementary Education, Summa Cum Laude
Saint Louis University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Women's Studies, Magna Cum Laude
David Upin David Upin's Stifel Nicolaus Experience April 2004 - April 2009
Job Senior Vice President Financial Advisor, The Upin Sieben Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Wells Fargo Advisors, LLC April 2009 - October 2012
Stifel Nicolaus April 2004 - April 2009
Morgan Stanley November 1999 - April 2004
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Economics
Connecticut College 1979 — 1983
BA, Biology
The Blake Schools 1976 — 1979
HS Diploma
RBC Wealth Management October 2012 - Present
Wells Fargo Advisors, LLC April 2009 - October 2012
Stifel Nicolaus April 2004 - April 2009
Morgan Stanley November 1999 - April 2004
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Economics
Connecticut College 1979 — 1983
BA, Biology
The Blake Schools 1976 — 1979
HS Diploma
Matthew Sadler's Stifel Nicolaus Experience June 2007 - Present
Job Merchandising/Inventory/Warehouse at Best Buy
Industry Fine Art
Experience
Best Buy November 2014 - Present
Harper College August 2011 - Present
Stifel Nicolaus June 2007 - Present
FedEx March 2009 - October 2009
Teddy's Liquors August 2007 - September 2008
World Financial Group June 2007 - February 2008
Skills
Web Design, Graphic Design, Athletic, Public Speaking, Photography, InDesign, Digital Photography, Web Development, Graphic Arts, Poetry Writer, Junior Assistant..., Multi-Task Oriented, Marketing, Social Media, Microsoft Office, Work well with clients, Work well with..., SEO, Different browsers, Notepad++, Typography, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Fireworks, Adobe Dreamweaver, Adobe Flash, Photoshop
Education
Benedictine University 2002 — 2007
Business Administration, Finance
St. Viator High School 1997 — 1998
William Fremd High School 1999 — 2001
Diploma
Harper College 2011 — 2015
Certificates, Photography and Web Design completed 2014, Graphic Design is next, and other related areas of study, I just finished my 4th year 2014-2015
Best Buy November 2014 - Present
Harper College August 2011 - Present
Stifel Nicolaus June 2007 - Present
FedEx March 2009 - October 2009
Teddy's Liquors August 2007 - September 2008
World Financial Group June 2007 - February 2008
Skills
Web Design, Graphic Design, Athletic, Public Speaking, Photography, InDesign, Digital Photography, Web Development, Graphic Arts, Poetry Writer, Junior Assistant..., Multi-Task Oriented, Marketing, Social Media, Microsoft Office, Work well with clients, Work well with..., SEO, Different browsers, Notepad++, Typography, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Fireworks, Adobe Dreamweaver, Adobe Flash, Photoshop
Education
Benedictine University 2002 — 2007
Business Administration, Finance
St. Viator High School 1997 — 1998
William Fremd High School 1999 — 2001
Diploma
Harper College 2011 — 2015
Certificates, Photography and Web Design completed 2014, Graphic Design is next, and other related areas of study, I just finished my 4th year 2014-2015
Cody Schwartz Cody Schwartz's Stifel Nicolaus Experience January 2013 - May 2013
Job Senior Associate Consultant at Workday
Industry Computer Software
Experience
Workday April 2015 - Present
Workday July 2013 - March 2015
Chico State Finance Club December 2012 - June 2013
Stifel Nicolaus January 2013 - May 2013
California State University, Chico August 2011 - May 2013
Chico State Finance Club May 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
JPMorgan Chase October 2010 - May 2011
College Works Painting August 2009 - August 2010
JP Morgan Chase April 2008 - January 2010
Skills
Customer Service, Cash Handling, Banking, Customer Relations, Inventory Management, Leadership, Cash Flow, Project Management, Marketing, Social Networking, Management, Time Management, Microsoft Excel, Team Leadership, Training, Sales, Public Speaking, Finance, Recruiting, Teamwork, Cold Calling, Microsoft Word, Microsoft Office, Outlook, Fantasy Football
Education
California State University-Chico 2011 — 2013
Bachelor of Science, Business Finance
Cuesta College 2009 — 2011
GE Certification, AA, General Education, Business, Marketing, Accounting
Tesoro High School 2002 — 2006
Workday April 2015 - Present
Workday July 2013 - March 2015
Chico State Finance Club December 2012 - June 2013
Stifel Nicolaus January 2013 - May 2013
California State University, Chico August 2011 - May 2013
Chico State Finance Club May 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
JPMorgan Chase October 2010 - May 2011
College Works Painting August 2009 - August 2010
JP Morgan Chase April 2008 - January 2010
Skills
Customer Service, Cash Handling, Banking, Customer Relations, Inventory Management, Leadership, Cash Flow, Project Management, Marketing, Social Networking, Management, Time Management, Microsoft Excel, Team Leadership, Training, Sales, Public Speaking, Finance, Recruiting, Teamwork, Cold Calling, Microsoft Word, Microsoft Office, Outlook, Fantasy Football
Education
California State University-Chico 2011 — 2013
Bachelor of Science, Business Finance
Cuesta College 2009 — 2011
GE Certification, AA, General Education, Business, Marketing, Accounting
Tesoro High School 2002 — 2006
Doug Swirsky Doug Swirsky's Stifel Nicolaus Experience December 2005 - September 2006
Job President and Chief Executive Officer at GenVec
Industry Biotechnology
Experience
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
Kevin O'Connell's Stifel Nicolaus Experience 2009 - 2009
Job Cal Poly Alumni
Industry Marketing and Advertising
Experience
Fifth Sun March 2015 - Present
LocBox Labs Inc July 2014 - November 2014
Yelp.com September 2012 - March 2014
BranchOut February 2012 - May 2012
Global Networking Conference 2011 - 2012
The Kollection February 2011 - September 2011
Nautical Bean Espresso Cafe May 2008 - October 2010
Stifel Nicolaus 2009 - 2009
Skills
Salesforce, PowerPoint, Social Media, Marketing, Microsoft Excel, Market Research, SPSS, Excel, Word, Access, FrontPage, Advertising, Event Planning, Account Management, Sales, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
Business Administration, Marketing
Pleasant Valley High School 2003 — 2007
Fifth Sun March 2015 - Present
LocBox Labs Inc July 2014 - November 2014
Yelp.com September 2012 - March 2014
BranchOut February 2012 - May 2012
Global Networking Conference 2011 - 2012
The Kollection February 2011 - September 2011
Nautical Bean Espresso Cafe May 2008 - October 2010
Stifel Nicolaus 2009 - 2009
Skills
Salesforce, PowerPoint, Social Media, Marketing, Microsoft Excel, Market Research, SPSS, Excel, Word, Access, FrontPage, Advertising, Event Planning, Account Management, Sales, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
Business Administration, Marketing
Pleasant Valley High School 2003 — 2007
Ashlan Garvey's Stifel Nicolaus Experience 2012 - 2012
Job Gamma Rho Chapter President at Alpha Delta Pi Sorority
Industry Financial Services
Experience
Alpha Delta Pi Sorority December 2014 - Present
BMO Harris Bank May 2013 - Present
Alpha Delta Pi Sorority December 2013 - December 2014
Swarovski 2013 - 2014
Captured Moments by Rita & Company 2012 - 2014
Stifel Nicolaus 2012 - 2012
Skills
Teamwork, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Public Speaking, C++, English, Social Networking, Money Management, Event Planning, Leadership
Education
Arizona State University 2012 — 2016
Management
Chaparral High School 2008 — 2012
Alpha Delta Pi Sorority December 2014 - Present
BMO Harris Bank May 2013 - Present
Alpha Delta Pi Sorority December 2013 - December 2014
Swarovski 2013 - 2014
Captured Moments by Rita & Company 2012 - 2014
Stifel Nicolaus 2012 - 2012
Skills
Teamwork, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Public Speaking, C++, English, Social Networking, Money Management, Event Planning, Leadership
Education
Arizona State University 2012 — 2016
Management
Chaparral High School 2008 — 2012
Joshua Kennedy, MBA Joshua Kennedy, MBA's Stifel Nicolaus Experience February 2010 - May 2010
Job Management Consultant
Industry Management Consulting
Experience
United States Air Force August 2001 - Present
U.S. Office of Personnel Management (OPM) March 2015 - Present
The Volunteer Center at United Way of San Antonio and Bexar County August 2013 - February 2015
Rattler Asset Management November 2013 - August 2014
Stifel Nicolaus February 2010 - May 2010
GE May 2008 - September 2008
JPs Kake Korner March 2006 - June 2007
Jackson Hewitt December 2000 - May 2001
Army National Guard June 1998 - May 1999
Civil Air Patrol August 1995 - May 1998
Skills
Air Force, Leadership, Analysis, Management, DoD, Command, Training, Program Management, Six Sigma, ProModel, Strategic Planning, Public Speaking, Policy, Team Building, Government, Data Analysis, Leadership Development, Cross-functional Team..., Organizational Structure, Organizational..., Organizational Design, Telecommunications..., Project Management, Business Analysis, Business Expansion, Government Contracting, Insourcing, Outsourcing, Service Consolidation, Executive Coaching, Military Operations, Proposal Writing, Federal Government, National Security, Organizational..., Operational Planning, Project Planning, Operations Management, Virtual Workforce..., Intrapreneurship, Oral Communication, Written Communication, Listening Skills, Presentation Skills, Qualitative &..., Negotiation
Education
St. Mary's University 2013 — 2014
Master of Business Administration (MBA) - Distinguished Graduate, Business Administration, General Management, Values Driven Leadership, 3.93
Université Montesquieu-Bordeaux IV 2014 — 2014
Arizona State University, W. P. Carey School of Business 2010 — 2010
Finance
Towson University 2007 — 2010
Bachelor of Science, Business Administration, Finance
Community College of the Air Force 2005 — 2007
AAS, Human Resource Management
Community College of the Air Force 2002 — 2005
AAS, Information Systems Technology
Chandler Gilbert Community College 1999 — 2000
Aeronautics
New Mexico Military Institute 1998 — 1999
Political Science
United States Air Force August 2001 - Present
U.S. Office of Personnel Management (OPM) March 2015 - Present
The Volunteer Center at United Way of San Antonio and Bexar County August 2013 - February 2015
Rattler Asset Management November 2013 - August 2014
Stifel Nicolaus February 2010 - May 2010
GE May 2008 - September 2008
JPs Kake Korner March 2006 - June 2007
Jackson Hewitt December 2000 - May 2001
Army National Guard June 1998 - May 1999
Civil Air Patrol August 1995 - May 1998
Skills
Air Force, Leadership, Analysis, Management, DoD, Command, Training, Program Management, Six Sigma, ProModel, Strategic Planning, Public Speaking, Policy, Team Building, Government, Data Analysis, Leadership Development, Cross-functional Team..., Organizational Structure, Organizational..., Organizational Design, Telecommunications..., Project Management, Business Analysis, Business Expansion, Government Contracting, Insourcing, Outsourcing, Service Consolidation, Executive Coaching, Military Operations, Proposal Writing, Federal Government, National Security, Organizational..., Operational Planning, Project Planning, Operations Management, Virtual Workforce..., Intrapreneurship, Oral Communication, Written Communication, Listening Skills, Presentation Skills, Qualitative &..., Negotiation
Education
St. Mary's University 2013 — 2014
Master of Business Administration (MBA) - Distinguished Graduate, Business Administration, General Management, Values Driven Leadership, 3.93
Université Montesquieu-Bordeaux IV 2014 — 2014
Arizona State University, W. P. Carey School of Business 2010 — 2010
Finance
Towson University 2007 — 2010
Bachelor of Science, Business Administration, Finance
Community College of the Air Force 2005 — 2007
AAS, Human Resource Management
Community College of the Air Force 2002 — 2005
AAS, Information Systems Technology
Chandler Gilbert Community College 1999 — 2000
Aeronautics
New Mexico Military Institute 1998 — 1999
Political Science
Stanley (Jay) Kraska III Stanley (Jay) Kraska III's Stifel Nicolaus Experience June 2011 - August 2011
Job MBA Candidate Darden School of Business
Industry Financial Services
Experience
Cambridge Associates January 2014 - May 2015
Cambridge Associates July 2012 - December 2013
Stifel Nicolaus June 2011 - August 2011
TerraVerde Renewable Partners January 2011 - March 2011
Skills
Investments, Stata, Bloomberg, Economics, Alternative Investments, Private Equity, Data Analysis, Asset Allocation, Hedge Funds
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2012
B.A., Economics, Anthropology
McDonogh School 1995 — 2008
K-12
Cambridge Associates January 2014 - May 2015
Cambridge Associates July 2012 - December 2013
Stifel Nicolaus June 2011 - August 2011
TerraVerde Renewable Partners January 2011 - March 2011
Skills
Investments, Stata, Bloomberg, Economics, Alternative Investments, Private Equity, Data Analysis, Asset Allocation, Hedge Funds
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2012
B.A., Economics, Anthropology
McDonogh School 1995 — 2008
K-12
Walter Sikora Walter Sikora's Stifel Nicolaus Experience April 2009 - Present
Job Server Technical Engineer II at Stifel Nicolaus
Industry Computer Networking
Experience
Stifel Nicolaus April 2009 - Present
TEK Systems June 2007 - December 2008
A.G. Edwards 2000 - 2007
MCI Worldcom\GC Services July 1996 - July 2000
Belleville Area College July 1991 - September 1994
USAF February 1971 - March 1991
Skills
Xen, Citrix, Computer Hardware, XP, Troubleshooting, Hardware, Software Installation, Cisco Technologies, Citrix Metaframe, Networking, Disaster Recovery, Data Center, Software Documentation, TCP/IP, VMware, Technical Support, Switches, Servers, Windows XP, SharePoint, Active Directory
Education
Community College of the Air Force 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Information Systems Technology
Immaculata HS Somerville, NJ 1967 — 1969
Associate of Science (A.S.), Information Technology
Stifel Nicolaus April 2009 - Present
TEK Systems June 2007 - December 2008
A.G. Edwards 2000 - 2007
MCI Worldcom\GC Services July 1996 - July 2000
Belleville Area College July 1991 - September 1994
USAF February 1971 - March 1991
Skills
Xen, Citrix, Computer Hardware, XP, Troubleshooting, Hardware, Software Installation, Cisco Technologies, Citrix Metaframe, Networking, Disaster Recovery, Data Center, Software Documentation, TCP/IP, VMware, Technical Support, Switches, Servers, Windows XP, SharePoint, Active Directory
Education
Community College of the Air Force 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Information Systems Technology
Immaculata HS Somerville, NJ 1967 — 1969
Associate of Science (A.S.), Information Technology
Ryan Walters Ryan Walters's Stifel Nicolaus Experience 2011 - 2012
Job Performance Reporting Analyst at Makena Capital Management, LLC
Industry Financial Services
Experience
Makena Capital Management, LLC November 2014 - Present
Citco Fund Services August 2014 - November 2014
Citco Fund Services 2012 - 2014
Stifel Nicolaus 2011 - 2012
Marriott International 2011 - 2011
Cupertino Sports Center June 2008 - September 2010
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Data Analysis, Investments, Finance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business Administration - Finance Concentration
Makena Capital Management, LLC November 2014 - Present
Citco Fund Services August 2014 - November 2014
Citco Fund Services 2012 - 2014
Stifel Nicolaus 2011 - 2012
Marriott International 2011 - 2011
Cupertino Sports Center June 2008 - September 2010
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Data Analysis, Investments, Finance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business Administration - Finance Concentration
Hannah Venhoff's Stifel Nicolaus Experience July 2006 - September 2007
Job Brand Manager at Heaven Hill Distilleries
Industry Wine and Spirits
Experience
Heaven Hill Brands October 2007 - Present
Stifel Nicolaus July 2006 - September 2007
Doe Anderson January 2007 - June 2007
General Electric May 2005 - June 2006
Skills
Product Management, Alcoholic Beverages, Brand Management, Brand Development, Beverage Industry, Marketing, Marketing Strategy, Marketing Management
Education
Bellarmine University 2003 — 2007
BA, Business Administration and Communications
Assumption High School
Heaven Hill Brands October 2007 - Present
Stifel Nicolaus July 2006 - September 2007
Doe Anderson January 2007 - June 2007
General Electric May 2005 - June 2006
Skills
Product Management, Alcoholic Beverages, Brand Management, Brand Development, Beverage Industry, Marketing, Marketing Strategy, Marketing Management
Education
Bellarmine University 2003 — 2007
BA, Business Administration and Communications
Assumption High School
Ken Bonander Ken Bonander's Stifel Nicolaus Experience August 2011 - December 2011
Job Senior Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments August 2012 - Present
Stifel Nicolaus August 2011 - December 2011
Collier Hardware October 2009 - May 2011
Theta Chi Fraternity May 2010 - April 2011
Northwestern Mutual 2011 - 2011
Theta Chi Fraternity May 2009 - April 2010
Turlock Golf & Country Club January 2006 - June 2007
Skills
Microsoft Office, Outlook, Thomson One, Teamwork, Creative Problem Solving, Customer Service, Strategic Planning, Financial Analysis, Life Insurance, PowerPoint, Social Networking, Microsoft Excel, Thompson One, Finance, Market Research, Sales, Public Speaking, Social Media, Microsoft Word
Education
California State University-Chico 2007 — 2012
Business, Finance
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments August 2012 - Present
Stifel Nicolaus August 2011 - December 2011
Collier Hardware October 2009 - May 2011
Theta Chi Fraternity May 2010 - April 2011
Northwestern Mutual 2011 - 2011
Theta Chi Fraternity May 2009 - April 2010
Turlock Golf & Country Club January 2006 - June 2007
Skills
Microsoft Office, Outlook, Thomson One, Teamwork, Creative Problem Solving, Customer Service, Strategic Planning, Financial Analysis, Life Insurance, PowerPoint, Social Networking, Microsoft Excel, Thompson One, Finance, Market Research, Sales, Public Speaking, Social Media, Microsoft Word
Education
California State University-Chico 2007 — 2012
Business, Finance
V. Marc Cali III V. Marc Cali III's Stifel Nicolaus Experience March 2004 - February 2008
Job Senior Managing Director at Scoggin Capital Management, LP II
Industry Fund-Raising
Experience
Scoggin Capital Management November 2014 - Present
Alden Global Capital September 2011 - September 2014
Third Avenue Management February 2010 - September 2011
Probitas Partners February 2008 - February 2010
Legg Mason (subsequently Stifel Nicolas and Signal Hill) March 2004 - February 2008
Stifel Nicolaus March 2004 - February 2008
Signal Hill Capital March 2004 - February 2008
Cali & Associates September 2002 - March 2004
Credit Suisse First Boston May 2000 - September 2002
Schulte Roth & Zabel LLP July 1998 - May 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Placements, Institutional Investors, Investments, Asset Management, Investor Relations, Sales Management, Fundraising, Distressed Debt, Investment Banking, Emerging Markets, Bloomberg, Mergers & Acquisitions, Equities, Bonds, Asset Managment, Capital Markets, Institutional...
Education
Northwestern University School of Law 1995 — 1998
JD, Corporate and Securities Law
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Lehigh University 1989 — 1993
BA, Economics
Salisbury School 1985 — 1989
Browning School 1977 — 1984
Columbia University School of Law
Scoggin Capital Management November 2014 - Present
Alden Global Capital September 2011 - September 2014
Third Avenue Management February 2010 - September 2011
Probitas Partners February 2008 - February 2010
Legg Mason (subsequently Stifel Nicolas and Signal Hill) March 2004 - February 2008
Stifel Nicolaus March 2004 - February 2008
Signal Hill Capital March 2004 - February 2008
Cali & Associates September 2002 - March 2004
Credit Suisse First Boston May 2000 - September 2002
Schulte Roth & Zabel LLP July 1998 - May 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Placements, Institutional Investors, Investments, Asset Management, Investor Relations, Sales Management, Fundraising, Distressed Debt, Investment Banking, Emerging Markets, Bloomberg, Mergers & Acquisitions, Equities, Bonds, Asset Managment, Capital Markets, Institutional...
Education
Northwestern University School of Law 1995 — 1998
JD, Corporate and Securities Law
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Management
Lehigh University 1989 — 1993
BA, Economics
Salisbury School 1985 — 1989
Browning School 1977 — 1984
Columbia University School of Law
Karim Berichi Karim Berichi's Stifel Nicolaus Experience 2010 - 2011
Job Portfolio Manager & U.S. Head of Valuation and Risk Assessment at BlackRock
Industry Investment Management
Experience
BlackRock 2011 - Present
Stifel Nicolaus 2010 - 2011
FSI Capital 2006 - 2010
Fortis Investments 2004 - 2006
Banca Intesa 2001 - 2004
GE Capital 1999 - 2000
Bankers Trust 1993 - 1999
Skills
Portfolio Management, Securitization, ABS, Structured Finance, Investments, Financial Structuring, Asset Management, Derivatives, Structured Products, Valuation
Education
Columbia Engineering
BS, Electrical Engineering
Columbia University - Columbia Business School
MBA, Finance
New York University
MS, Statistics and Operations Research
BlackRock 2011 - Present
Stifel Nicolaus 2010 - 2011
FSI Capital 2006 - 2010
Fortis Investments 2004 - 2006
Banca Intesa 2001 - 2004
GE Capital 1999 - 2000
Bankers Trust 1993 - 1999
Skills
Portfolio Management, Securitization, ABS, Structured Finance, Investments, Financial Structuring, Asset Management, Derivatives, Structured Products, Valuation
Education
Columbia Engineering
BS, Electrical Engineering
Columbia University - Columbia Business School
MBA, Finance
New York University
MS, Statistics and Operations Research
Shane Shahan's Stifel Nicolaus Experience May 2010 - August 2010
Job Gas Management Rep II at Williams
Industry Oil & Energy
Experience
Williams October 2015 - Present
Williams January 2015 - September 2015
Access Midstream March 2014 - January 2015
Aerotek June 2011 - March 2014
Stifel Nicolaus May 2010 - August 2010
Skills
Recruiting, Talent Acquisition, Energy, Technical Recruiting, Sourcing, Contract Recruitment, Account Management, Target Identification, CRM, Business Development, Internet Recruiting, Process Improvement, Employee Training, Cold Calling, Applicant Tracking..., Executive Search, Screening Resumes, Staffing Services, Contract Negotiation, College Recruiting, Human Resources, Temporary Staffing, Interviews, Temporary Placement, Engineering, Networking, Negotiation, Leadership, Screening, Permanent Placement, Benefits Negotiation, Training, Job Fairs, Employee Relations, Onboarding, Talent Management, Resume Writing, Recruitment Advertising
Education
Oklahoma State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Cameron University 2006 — 2007
Business Administration and Management, General
Eisenhower High School 2002 — 2006
High School Diploma, 3.76
Williams October 2015 - Present
Williams January 2015 - September 2015
Access Midstream March 2014 - January 2015
Aerotek June 2011 - March 2014
Stifel Nicolaus May 2010 - August 2010
Skills
Recruiting, Talent Acquisition, Energy, Technical Recruiting, Sourcing, Contract Recruitment, Account Management, Target Identification, CRM, Business Development, Internet Recruiting, Process Improvement, Employee Training, Cold Calling, Applicant Tracking..., Executive Search, Screening Resumes, Staffing Services, Contract Negotiation, College Recruiting, Human Resources, Temporary Staffing, Interviews, Temporary Placement, Engineering, Networking, Negotiation, Leadership, Screening, Permanent Placement, Benefits Negotiation, Training, Job Fairs, Employee Relations, Onboarding, Talent Management, Resume Writing, Recruitment Advertising
Education
Oklahoma State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Cameron University 2006 — 2007
Business Administration and Management, General
Eisenhower High School 2002 — 2006
High School Diploma, 3.76
Curt Ittner Curt Ittner's Stifel Nicolaus Experience 1993 - January 2013
Job Financial Advisor / Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Stifel Nicolaus 1993 - January 2013
Education
DePauw University
BA, English, Minor Business Administration
St Louis Country Day School
Ameriprise Financial Services, Inc. January 2013 - Present
Stifel Nicolaus 1993 - January 2013
Education
DePauw University
BA, English, Minor Business Administration
St Louis Country Day School
Jared Gillespie's Stifel Nicolaus Experience August 2010 - January 2011
Job Project Manager at Springfield Restoration & Remodeling
Industry Financial Services
Experience
Springfield Restoration & Remodeling January 2015 - Present
Lincoln Financial Group October 2012 - March 2014
Lincoln Financial Group May 2011 - October 2012
Stifel Nicolaus August 2010 - January 2011
Federal Home Loan Bank of Indianapolis May 2010 - August 2010
Skills
Financial Reporting, PowerPoint, Finance, Financial Services, Mutual Funds, Salesforce.com, Fixed Annuities, Investments, Strategic Financial..., Microsoft Excel, Analysis, Financial Analysis, Internal Audit, Financial Modeling, Valuation, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Outlook, Vantage-One, Financial Accounting, Insurance, Access, Accounting, Marketing, Variable Annuities, Business Analysis, Process Improvement, Risk Management, Leadership
Education
Butler University - College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Springfield Restoration & Remodeling January 2015 - Present
Lincoln Financial Group October 2012 - March 2014
Lincoln Financial Group May 2011 - October 2012
Stifel Nicolaus August 2010 - January 2011
Federal Home Loan Bank of Indianapolis May 2010 - August 2010
Skills
Financial Reporting, PowerPoint, Finance, Financial Services, Mutual Funds, Salesforce.com, Fixed Annuities, Investments, Strategic Financial..., Microsoft Excel, Analysis, Financial Analysis, Internal Audit, Financial Modeling, Valuation, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Outlook, Vantage-One, Financial Accounting, Insurance, Access, Accounting, Marketing, Variable Annuities, Business Analysis, Process Improvement, Risk Management, Leadership
Education
Butler University - College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Judson McCormick's Stifel Nicolaus Experience January 2007 - May 2007
Job at
Industry Hospital & Health Care
Experience
UnitedHealth Group May 2015 - Present
UnitedHealth Group June 2013 - Present
UnitedHealth Group February 2010 - May 2013
BridgeFunds, LLC June 2008 - January 2010
BridgeFunds, LLC August 2007 - June 2008
Stifel Nicolaus January 2007 - May 2007
Skills
Forecasting, Analytics, Balanced Scorecard, Data Analysis, Performance Reporting, Excel, Business Objects, Account Management, Finance, Financial Modeling, Management, Marketing, Process Improvement, Microsoft Excel, Project Management
Education
St. Cloud State University 2011 — 2013
MBA, Business
Bethel University 2003 — 2007
Business, Human Resources Management/Personnel Administration, General
UnitedHealth Group May 2015 - Present
UnitedHealth Group June 2013 - Present
UnitedHealth Group February 2010 - May 2013
BridgeFunds, LLC June 2008 - January 2010
BridgeFunds, LLC August 2007 - June 2008
Stifel Nicolaus January 2007 - May 2007
Skills
Forecasting, Analytics, Balanced Scorecard, Data Analysis, Performance Reporting, Excel, Business Objects, Account Management, Finance, Financial Modeling, Management, Marketing, Process Improvement, Microsoft Excel, Project Management
Education
St. Cloud State University 2011 — 2013
MBA, Business
Bethel University 2003 — 2007
Business, Human Resources Management/Personnel Administration, General
Cristina Rosales's Stifel Nicolaus Experience July 2013 - May 2014
Job
Industry Financial Services
Experience
Giving Opportunities to Others, Inc. January 2015 - Present
Thomson Reuters December 2014 - Present
Stifel Nicolaus July 2013 - May 2014
Giving Opportunities to Others, Inc. October 2009 - May 2014
Knight Capital Group July 2012 - June 2013
Knight Capital Group February 2011 - July 2012
Arbor Residential Mortgage August 2008 - March 2010
JP Morgan August 2005 - April 2008
Countrywide Home Loans April 2003 - August 2005
Countrywide Securities Corporation 2001 - 2003
Education
California State University-Northridge 1997 — 2001
Bachelor of Science
Fairfax High School
Giving Opportunities to Others, Inc. January 2015 - Present
Thomson Reuters December 2014 - Present
Stifel Nicolaus July 2013 - May 2014
Giving Opportunities to Others, Inc. October 2009 - May 2014
Knight Capital Group July 2012 - June 2013
Knight Capital Group February 2011 - July 2012
Arbor Residential Mortgage August 2008 - March 2010
JP Morgan August 2005 - April 2008
Countrywide Home Loans April 2003 - August 2005
Countrywide Securities Corporation 2001 - 2003
Education
California State University-Northridge 1997 — 2001
Bachelor of Science
Fairfax High School
Beth Dalzell Beth Dalzell's Stifel Nicolaus Experience 2000 - 2002
Job Regional Technology Consultant at Northwestern Mutual
Industry Program Development
Experience
Northwestern Mutual July 2015 - Present
GE Healthcare October 2012 - July 2015
GE Healthcare Performance Solutions July 2003 - October 2012
International Sports Management August 2002 - March 2003
Stifel Nicolaus 2000 - 2002
River Valley High School 1996 - 1999
Skills
Collaborative Problem..., Customer Focus, Inclusive, Results Oriented, Energetic, Trusted Partner, Clear Thinker, Goal Oriented, Six Sigma, Human Resources, Project Management, Business Process, Leadership, Program Management, Performance Management, Healthcare Information..., Project Planning, Access, Cross-functional Team..., Healthcare Industry
Education
Cardinal Stritch University 2005 — 2007
Master of Science, Management
Winona State University 1992 — 1996
Bachelor of Science, English Education
Northwestern Mutual July 2015 - Present
GE Healthcare October 2012 - July 2015
GE Healthcare Performance Solutions July 2003 - October 2012
International Sports Management August 2002 - March 2003
Stifel Nicolaus 2000 - 2002
River Valley High School 1996 - 1999
Skills
Collaborative Problem..., Customer Focus, Inclusive, Results Oriented, Energetic, Trusted Partner, Clear Thinker, Goal Oriented, Six Sigma, Human Resources, Project Management, Business Process, Leadership, Program Management, Performance Management, Healthcare Information..., Project Planning, Access, Cross-functional Team..., Healthcare Industry
Education
Cardinal Stritch University 2005 — 2007
Master of Science, Management
Winona State University 1992 — 1996
Bachelor of Science, English Education
Emily Vaux Burden's Stifel Nicolaus Experience July 2004 - April 2006
Job Mortgage Loan Officer
Industry Banking
Experience
Millennium Bank June 2006 - Present
Stifel Nicolaus July 2004 - April 2006
Education
College of Charleston
B.S.
Millennium Bank June 2006 - Present
Stifel Nicolaus July 2004 - April 2006
Education
College of Charleston
B.S.
David Kaczorowski's Stifel Nicolaus Experience March 2011 - August 2012
Job Portfolio Manager at Riverstone Management LLC
Industry Investment Management
Experience
Riverstone Management LLC April 2014 - Present
Golden Gate University January 2014 - Present
Stifel Nicolaus March 2011 - August 2012
Wedbush Securities May 2009 - March 2011
Signal Hill Capital July 2007 - December 2008
Batterymarch Financial Management June 2006 - August 2006
Liberty Mutual Insurance September 2004 - June 2005
Liberty Mutual Insurance June 1998 - June 2004
Skills
Equities, Industry Analysis, Portfolio Management, Asset Management, Investments, Valuation, Risk Management, Competitive Analysis, Equity Research, Analysis, Financial Modeling, Fixed Income, Asset Allocation, Hedge Funds, Capital Markets, Bloomberg, Equity Valuation, Finance
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Investment Management, Finance
Boston College 1994 — 1998
B.S., Major: Finance, Minor: Ancient Greek Civilizations
Riverstone Management LLC April 2014 - Present
Golden Gate University January 2014 - Present
Stifel Nicolaus March 2011 - August 2012
Wedbush Securities May 2009 - March 2011
Signal Hill Capital July 2007 - December 2008
Batterymarch Financial Management June 2006 - August 2006
Liberty Mutual Insurance September 2004 - June 2005
Liberty Mutual Insurance June 1998 - June 2004
Skills
Equities, Industry Analysis, Portfolio Management, Asset Management, Investments, Valuation, Risk Management, Competitive Analysis, Equity Research, Analysis, Financial Modeling, Fixed Income, Asset Allocation, Hedge Funds, Capital Markets, Bloomberg, Equity Valuation, Finance
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Investment Management, Finance
Boston College 1994 — 1998
B.S., Major: Finance, Minor: Ancient Greek Civilizations
Justin Baldwin's Stifel Nicolaus Experience December 2005 - October 2007
Job Senior Desktop Engineer at Dell
Industry Information Technology and Services
Experience
Dell Services March 2009 - Present
MedStar Health October 2007 - March 2009
Stifel Nicolaus December 2005 - October 2007
Legg Mason December 2004 - December 2005
Legg Mason September 2002 - December 2004
CyberCore Technologies 2000 - 2002
Skills
Altiris, Active Directory, Disaster Recovery, Citrix, Servers, Technical Support, Data Center, Software Documentation, Firewalls, Laptops, Project Management, Blackberry Enterprise..., Hardware, VMware ESX, VMware, Service Desk, Dell Computers, XP, Computer Hardware, DHCP, Infrastructure, Network Security, IT Management, Networking, Help Desk Support, VPN, System Deployment, IT Service Management
Education
Advanced Computer Technology Training 2000 — 2001
Microsoft Certified Systems Engineer, Windows 2000
Drexel University 1987 — 1993
Bachelor of Science, Two Degrees: Economics and Finance
Dell Services March 2009 - Present
MedStar Health October 2007 - March 2009
Stifel Nicolaus December 2005 - October 2007
Legg Mason December 2004 - December 2005
Legg Mason September 2002 - December 2004
CyberCore Technologies 2000 - 2002
Skills
Altiris, Active Directory, Disaster Recovery, Citrix, Servers, Technical Support, Data Center, Software Documentation, Firewalls, Laptops, Project Management, Blackberry Enterprise..., Hardware, VMware ESX, VMware, Service Desk, Dell Computers, XP, Computer Hardware, DHCP, Infrastructure, Network Security, IT Management, Networking, Help Desk Support, VPN, System Deployment, IT Service Management
Education
Advanced Computer Technology Training 2000 — 2001
Microsoft Certified Systems Engineer, Windows 2000
Drexel University 1987 — 1993
Bachelor of Science, Two Degrees: Economics and Finance
Charles Nabhan's Stifel Nicolaus Experience March 2006 - March 2013
Job Equity Research Associate Analyst
Industry Banking
Experience
Wells Fargo Securities March 2013 - Present
Stifel Nicolaus March 2006 - March 2013
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Valuation
Education
Northeastern University 2002 — 2003
MS/MBA, Accounting
Boston College 1996 — 2000
D'Amore-McKim School of Business at Northeastern University
Wells Fargo Securities March 2013 - Present
Stifel Nicolaus March 2006 - March 2013
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Valuation
Education
Northeastern University 2002 — 2003
MS/MBA, Accounting
Boston College 1996 — 2000
D'Amore-McKim School of Business at Northeastern University
Greg Hartlein's Stifel Nicolaus Experience September 2009 - October 2011
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. February 2013 - Present
ThinkEquity LLC September 2011 - October 2012
Stifel Nicolaus September 2009 - October 2011
Mufson Howe Hunter and Company March 2008 - September 2008
Cohen & Company April 2007 - March 2008
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science (BS), Finance and Economics
Stephens Inc. February 2013 - Present
ThinkEquity LLC September 2011 - October 2012
Stifel Nicolaus September 2009 - October 2011
Mufson Howe Hunter and Company March 2008 - September 2008
Cohen & Company April 2007 - March 2008
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science (BS), Finance and Economics
Philie Chang's Stifel Nicolaus Experience July 2010 - March 2014
Job Senior Network Engineer at Apple
Industry Consumer Electronics
Experience
Apple April 2014 - Present
Stifel Nicolaus July 2010 - March 2014
Thomas Weisel Partners July 2007 - July 2010
Fisher Investments October 2002 - July 2007
DSL Networks July 2000 - March 2001
SBC Internet Services May 2000 - July 2000
Skills
Data Center, Cisco Technologies, VPN, Security, Firewalls, ASA, Cisco Nexus, Cisco Routing &..., Vendor Management, Routers, Cisco Routers, Networking, Technical Support, Network Engineering, Switches, Routing, BGP, LAN-WAN, TCP/IP, Infrastructure, Disaster Recovery
Education
City College of San Francisco 2004 — 2005
Cisco Networking Academy
San Francisco State University 1995 — 2001
Bachlor of Science, Computer Information Systems
Apple April 2014 - Present
Stifel Nicolaus July 2010 - March 2014
Thomas Weisel Partners July 2007 - July 2010
Fisher Investments October 2002 - July 2007
DSL Networks July 2000 - March 2001
SBC Internet Services May 2000 - July 2000
Skills
Data Center, Cisco Technologies, VPN, Security, Firewalls, ASA, Cisco Nexus, Cisco Routing &..., Vendor Management, Routers, Cisco Routers, Networking, Technical Support, Network Engineering, Switches, Routing, BGP, LAN-WAN, TCP/IP, Infrastructure, Disaster Recovery
Education
City College of San Francisco 2004 — 2005
Cisco Networking Academy
San Francisco State University 1995 — 2001
Bachlor of Science, Computer Information Systems
Greg Neer's Stifel Nicolaus Experience 2007 - 2007
Job at Relative Value Partners
Industry Financial Services
Experience
Relative Value Partners March 2009 - Present
Bear Stearns/ JP Morgan October 2007 - December 2008
Stifel Nicolaus 2007 - 2007
Ryan Beck & Co. 2005 - 2007
Education
Northwestern University 2010 — 2012
Master of Science (MS)
American University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
American University - Kogod School of Business 2000 — 2004
BSBA, Business Administration and Management, General
WWPHS
Relative Value Partners March 2009 - Present
Bear Stearns/ JP Morgan October 2007 - December 2008
Stifel Nicolaus 2007 - 2007
Ryan Beck & Co. 2005 - 2007
Education
Northwestern University 2010 — 2012
Master of Science (MS)
American University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
American University - Kogod School of Business 2000 — 2004
BSBA, Business Administration and Management, General
WWPHS
Jackie Matrosic's Stifel Nicolaus Experience November 2011 - Present
Job Compliance Regulatory Officer/Supervisory Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus November 2011 - Present
Piper Jaffray September 2010 - October 2011
Friedman, Billings Ramsey May 2004 - July 2010
Ferris Baker Watts May 1996 - April 2004
Education
Central Michigan University 1987 — 1991
Bachelor of Science, English/History
Stifel Nicolaus November 2011 - Present
Piper Jaffray September 2010 - October 2011
Friedman, Billings Ramsey May 2004 - July 2010
Ferris Baker Watts May 1996 - April 2004
Education
Central Michigan University 1987 — 1991
Bachelor of Science, English/History
Eric Hauser's Stifel Nicolaus Experience October 1998 - April 2000
Job Director, Best Practices for Investment & Advisory Products Group at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Wells Fargo Advisors February 2010 - Present
Wells Fargo Advisors July 2008 - February 2010
A.G. Edwards April 2000 - June 2008
Stifel Nicolaus October 1998 - April 2000
Edward Jones June 1995 - October 1998
Skills
Trading, 63 Licenses, Business Strategy, Due Diligence, Investment Banking, Risk Management, Financial Markets, Financial Services, Equities, Analysis, Investments, Securities, Capital Markets, Corporate Finance, Asset Allocation, Series 7, Equity Research, Strategy, Series 63, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
Master of Business Administration (M.B.A.)
Bradley University 1991 — 1995
BS, Finance, Economics
Meredith Beckman's Stifel Nicolaus Experience May 1998 - May 1999
Job Pursue your passion, and the money will follow.
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Edward Jones October 2013 - Present
Agrace Hospice June 2013 - Present
Globe University October 2009 - March 2013
ICMA-RC October 2005 - January 2013
Nationwide Financial July 2002 - October 2005
Palmer Investment Group, LLC May 1999 - July 2002
Stifel Nicolaus May 1998 - May 1999
Robert W. Baird & Co. May 1996 - May 1998
Skills
Microsoft Office, Public Speaking, Non-profits, PowerPoint, Microsoft Excel, Microsoft Word, Career Development, Insurance, Financial Analysis, Editing, Customer Service, Training, Retirement Planning, Leadership, Coaching, Team Leadership, Teaching, Nonprofits, Research, Outlook
Education
Cardinal Stritch University 2002 — 2004
Masters of Science, Business Management
University of Wisconsin-Parkside 1991 — 1995
BA, Spanish & Humanities
Trip Deeley's Stifel Nicolaus Experience January 2008 - Present
Job Institutional Equity Salesman at Stifel Nicolaus
Industry Investment Management
Experience
Stifel Nicolaus January 2008 - Present
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
Dickinson College 2001 — 2005
high school
Stifel Nicolaus January 2008 - Present
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
Dickinson College 2001 — 2005
high school
Rhett Bruno, CFA's Stifel Nicolaus Experience May 2004 - September 2005
Job Analyst at Encompass Capital
Industry Investment Management
Experience
Encompass Capital September 2013 - Present
Nexus Asset Management LLC January 2013 - September 2013
Zimmer Lucas Partners July 2011 - January 2013
Merrill Lynch February 2007 - July 2011
First Albany Capital October 2005 - February 2007
Stifel Nicolaus May 2004 - September 2005
Education
Colorado State University 1999 — 2004
Encompass Capital September 2013 - Present
Nexus Asset Management LLC January 2013 - September 2013
Zimmer Lucas Partners July 2011 - January 2013
Merrill Lynch February 2007 - July 2011
First Albany Capital October 2005 - February 2007
Stifel Nicolaus May 2004 - September 2005
Education
Colorado State University 1999 — 2004
Kristina Cyr's Stifel Nicolaus Experience September 1999 - August 2001
Job Independent Individual & Family Services Professional
Industry Individual & Family Services
Experience
Stifel Nicolaus September 1999 - August 2001
H.D. Vest Financial Services 1996 - 1998
Crate and Barrel 1995 - 1997
Education
The University of Dallas 1993 — 1996
Boston College 1992 — 1993
Universidad de Navarra 1991 — 1992
Montrose School
Stifel Nicolaus September 1999 - August 2001
H.D. Vest Financial Services 1996 - 1998
Crate and Barrel 1995 - 1997
Education
The University of Dallas 1993 — 1996
Boston College 1992 — 1993
Universidad de Navarra 1991 — 1992
Montrose School
Adam Koser, CFA's Stifel Nicolaus Experience August 2007 - July 2010
Job Investment Analyst at Federated Clover Investment Advisors
Industry Investment Management
Experience
Federated Clover Investment Advisors December 2010 - Present
Stifel Nicolaus August 2007 - July 2010
PNC Financial Services Group July 2006 - August 2007
Deutsche Bank August 2001 - January 2004
PFPC June 2000 - July 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation
Education
Penn State University 2004 — 2006
MBA
Bloomsburg University of Pennsylvania 1996 — 2000
BSBA
Federated Clover Investment Advisors December 2010 - Present
Stifel Nicolaus August 2007 - July 2010
PNC Financial Services Group July 2006 - August 2007
Deutsche Bank August 2001 - January 2004
PFPC June 2000 - July 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation
Education
Penn State University 2004 — 2006
MBA
Bloomsburg University of Pennsylvania 1996 — 2000
BSBA
Brett Marcus's Stifel Nicolaus Experience January 2012 - Present
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2012 - Present
Needham and Company April 2010 - January 2012
Christopher Street Capital-a division of GFI December 2007 - March 2010
Education
Duke University 1993 — 1997
Stifel Nicolaus January 2012 - Present
Needham and Company April 2010 - January 2012
Christopher Street Capital-a division of GFI December 2007 - March 2010
Education
Duke University 1993 — 1997
Kyle Kaylor's Stifel Nicolaus Experience January 2009 - September 2010
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
Lisa (Bass) Forness's Stifel Nicolaus Experience 2002 - Present
Job Operations Director / VP at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2002 - Present
Stifel Nicolaus October 1998 - April 2002
Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Series 24, Securities
Education
Connecticut College 1978 — 1981
B.A., U.S. History
Stifel Nicolaus 2002 - Present
Stifel Nicolaus October 1998 - April 2002
Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Series 24, Securities
Education
Connecticut College 1978 — 1981
B.A., U.S. History
Bill Holder's Stifel Nicolaus Experience 1999 - Present
Job Managing Director Equities at Stifel Nicolaus
Industry Investment Management
Experience
Stifel Nicolaus 1999 - Present
Legg Mason 1999 - 2005
IBM 1990 - 1992
Skills
Equities, Hedge Funds
Education
Cornell University
Bachelor of Science (BS)
SUNY Cobleskill
Associate of Arts and Sciences (AAS)
Stifel Nicolaus 1999 - Present
Legg Mason 1999 - 2005
IBM 1990 - 1992
Skills
Equities, Hedge Funds
Education
Cornell University
Bachelor of Science (BS)
SUNY Cobleskill
Associate of Arts and Sciences (AAS)
Genesis Guanga's Stifel Nicolaus Experience January 2008 - August 2008
Job Assistant Portfolio Manager at EquityCompass Strategies
Industry Investment Management
Experience
EquityCompass Strategies May 2015 - Present
EquityCompass Strategies April 2014 - Present
EquityCompass Strategies 2012 - 2014
Hilton Worldwide 2011 - 2012
Chesapeake Investments 2010 - 2011
Ernst & Young LLP, Michigan, USA 2008 - 2009
Stifel Nicolaus January 2008 - August 2008
BDO Seidman, LLP January 2007 - March 2007
Kellogg Company 2006 - 2007
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Investments, Capital Markets, Finance, Corporate Finance, Bloomberg, Asset Management, Financial Markets, Auditing, Commodity, Risk Management, Traders, Derivatives, Options, Proprietary Trading, FX Options, Valuation, Management, Market Risk, Hedge Funds, Fixed Income, Trading, Microsoft Excel, FactSet
Education
Calvin College 2003 — 2008
Bachelor of Science (B.S.), Accounting and Finance
EquityCompass Strategies May 2015 - Present
EquityCompass Strategies April 2014 - Present
EquityCompass Strategies 2012 - 2014
Hilton Worldwide 2011 - 2012
Chesapeake Investments 2010 - 2011
Ernst & Young LLP, Michigan, USA 2008 - 2009
Stifel Nicolaus January 2008 - August 2008
BDO Seidman, LLP January 2007 - March 2007
Kellogg Company 2006 - 2007
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Investments, Capital Markets, Finance, Corporate Finance, Bloomberg, Asset Management, Financial Markets, Auditing, Commodity, Risk Management, Traders, Derivatives, Options, Proprietary Trading, FX Options, Valuation, Management, Market Risk, Hedge Funds, Fixed Income, Trading, Microsoft Excel, FactSet
Education
Calvin College 2003 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Jason Martens's Stifel Nicolaus Experience December 2003 - May 2008
Job IIS Technical Sales Specialist at IBM
Industry Information Technology and Services
Experience
IBM September 2015 - Present
Bank of America March 2013 - September 2015
CIT November 2011 - March 2013
Merrill Lynch/Bank of America 2010 - 2011
Rosetta September 2009 - February 2010
HESAA/Higher Education Student Authority August 2009 - September 2009
Stifel Nicolaus December 2003 - May 2008
Ryan Beck & Co. 2003 - 2008
Skills
Data Warehousing, Microsoft SQL Server, SQL, ETL Tools, DataStage, Business Intelligence
Education
Rutgers University-New Brunswick 2009 — 2010
BS, computer Science
New Jersey City University 2005 — 2009
Computer Science
Dartmouth College 1993 — 1995
Political Science
Chubb Institute
Associate, Web Development
IBM September 2015 - Present
Bank of America March 2013 - September 2015
CIT November 2011 - March 2013
Merrill Lynch/Bank of America 2010 - 2011
Rosetta September 2009 - February 2010
HESAA/Higher Education Student Authority August 2009 - September 2009
Stifel Nicolaus December 2003 - May 2008
Ryan Beck & Co. 2003 - 2008
Skills
Data Warehousing, Microsoft SQL Server, SQL, ETL Tools, DataStage, Business Intelligence
Education
Rutgers University-New Brunswick 2009 — 2010
BS, computer Science
New Jersey City University 2005 — 2009
Computer Science
Dartmouth College 1993 — 1995
Political Science
Chubb Institute
Associate, Web Development
Jason Anderson, CFA's Stifel Nicolaus Experience January 2006 - Present
Job Equity Analyst at Stifel Nicolaus
Industry Research
Experience
Stifel Nicolaus January 2006 - Present
National City Corporation 1999 - 2006
Skills
Financial Analysis, Finance, Financial Modeling, Banking, Risk Management, Investments, Portfolio Management, Equities, Valuation, Asset Management, Management, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Risk, Private Equity, Credit, Bloomberg, Financial Reporting
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2001
Master of Business Administration (MBA), Banking and Finance
Bowling Green State University 1994 — 1998
Bachelor's degree, Finance and Accounting
Stifel Nicolaus January 2006 - Present
National City Corporation 1999 - 2006
Skills
Financial Analysis, Finance, Financial Modeling, Banking, Risk Management, Investments, Portfolio Management, Equities, Valuation, Asset Management, Management, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Risk, Private Equity, Credit, Bloomberg, Financial Reporting
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2001
Master of Business Administration (MBA), Banking and Finance
Bowling Green State University 1994 — 1998
Bachelor's degree, Finance and Accounting
Douglas Lempa's Stifel Nicolaus Experience June 2007 - August 2007
Job Institutional Equity Sales at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2011 - Present
Dahlman Rose & Co. September 2008 - March 2011
Stifel Nicolaus June 2007 - August 2007
Education
Cornell University 2004 — 2008
B.S., Applied Economics and Management
Barclays Capital May 2011 - Present
Dahlman Rose & Co. September 2008 - March 2011
Stifel Nicolaus June 2007 - August 2007
Education
Cornell University 2004 — 2008
B.S., Applied Economics and Management
Richard Wallace Baker, Jr.'s Stifel Nicolaus Experience 1999 - Present
Job Managing Director/Institutional Sales
Industry Financial Services
Experience
Stifel Nicolaus 1999 - Present
Skills
Valuation, Alternative Investments, Financial Modeling, Asset Management, Investment Banking, Portfolio Management, Private Equity, Fixed Income, Bloomberg, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Corporate Finance, Venture Capital, Mergers & Acquisitions, Trading, Equity Valuation
Education
University of San Francisco 1994 — 1997
MBA, Finance
Boston College 1982 — 1986
Stifel Nicolaus 1999 - Present
Skills
Valuation, Alternative Investments, Financial Modeling, Asset Management, Investment Banking, Portfolio Management, Private Equity, Fixed Income, Bloomberg, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Corporate Finance, Venture Capital, Mergers & Acquisitions, Trading, Equity Valuation
Education
University of San Francisco 1994 — 1997
MBA, Finance
Boston College 1982 — 1986
Craig Forster's Stifel Nicolaus Experience August 2006 - Present
Job Sr VP at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus August 2006 - Present
Prudential Sec/Wachovia Sec September 1992 - August 2006
Education
Binghamton University 1983 — 1987
Stifel Nicolaus August 2006 - Present
Prudential Sec/Wachovia Sec September 1992 - August 2006
Education
Binghamton University 1983 — 1987
Mike McCluskey's Stifel Nicolaus Experience May 2008 - October 2010
Job Trading Systems & Controls at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones October 2010 - February 2013
Stifel Nicolaus May 2008 - October 2010
A.G. Edwards March 2005 - May 2008
Skills
VBA, SQL, Trading Systems, Project Management, Program Management, Investments, Portfolio Management, Excel Dashboards, Asset Allocation
Education
Arizona State University 2002 — 2006
Finance, Accounting
Edward Jones February 2013 - Present
Edward Jones October 2010 - February 2013
Stifel Nicolaus May 2008 - October 2010
A.G. Edwards March 2005 - May 2008
Skills
VBA, SQL, Trading Systems, Project Management, Program Management, Investments, Portfolio Management, Excel Dashboards, Asset Allocation
Education
Arizona State University 2002 — 2006
Finance, Accounting
Ted Henderson's Stifel Nicolaus Experience February 2002 - December 2006
Job VP at Dish Network
Industry Telecommunications
Experience
Dish Network October 2007 - Present
Stifel Nicolaus February 2002 - December 2006
GolfTEC August 2000 - October 2001
Janco Partners April 1995 - August 2000
Skills
Financial Modeling, Mergers, Financial Analysis, Valuation, Corporate Development, Due Diligence, Corporate Finance, Strategic Planning, Venture Capital, Start-ups, Investor Relations, Business Strategy, Finance, Strategic Financial..., Business Development, Competitive Analysis, Process Improvement, Investments, Business Valuation, Forecasting, Telecommunications, Strategy, Executive Management, Mergers & Acquisitions
Education
Auburn University 1976 — 1979
BSBA, Accounting
Dish Network October 2007 - Present
Stifel Nicolaus February 2002 - December 2006
GolfTEC August 2000 - October 2001
Janco Partners April 1995 - August 2000
Skills
Financial Modeling, Mergers, Financial Analysis, Valuation, Corporate Development, Due Diligence, Corporate Finance, Strategic Planning, Venture Capital, Start-ups, Investor Relations, Business Strategy, Finance, Strategic Financial..., Business Development, Competitive Analysis, Process Improvement, Investments, Business Valuation, Forecasting, Telecommunications, Strategy, Executive Management, Mergers & Acquisitions
Education
Auburn University 1976 — 1979
BSBA, Accounting
Seth Hamed , CFA's Stifel Nicolaus Experience December 2005 - Present
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2005 - Present
Legg Mason December 1997 - December 2005
Alex. Brown 1993 - 1997
Mercantile Bank and Trust 1989 - 1993
Skills
Portfolio Management, Equity Research, Equities, Investments, Asset Management, Hedge Funds, Financial Modeling, Trading, Valuation, Alternative Investments
Education
Boston College 1985 — 1989
BA, Econ / Computer Science
Loyola High School Blakefield 1980 — 1985
Stifel Nicolaus December 2005 - Present
Legg Mason December 1997 - December 2005
Alex. Brown 1993 - 1997
Mercantile Bank and Trust 1989 - 1993
Skills
Portfolio Management, Equity Research, Equities, Investments, Asset Management, Hedge Funds, Financial Modeling, Trading, Valuation, Alternative Investments
Education
Boston College 1985 — 1989
BA, Econ / Computer Science
Loyola High School Blakefield 1980 — 1985
Bradley Adank's Stifel Nicolaus Experience Stifel NicolausStifel Financial Corp.February 2008 - Present
Job Stifel Nicolaus at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Nicolaus Stifel NicolausStifel Financial Corp.February 2008 - Present
Skills
Financial Analysis, Strategic Financial...
Education
Bradley University 2000 — 2004
Stifel Nicolaus Stifel NicolausStifel Financial Corp.February 2008 - Present
Skills
Financial Analysis, Strategic Financial...
Education
Bradley University 2000 — 2004
Dr. Kathleen Young's Stifel Nicolaus Experience January 1991 - April 1994
Job Learning & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Webster University April 2012 - Present
Missouri College April 2009 - October 2014
Wells Fargo Advisors June 2012 - January 2014
Wells Fargo Advisors October 2010 - May 2012
AdvisorShares March 2009 - July 2009
A.G. Edwards & Sons, Inc. April 1994 - July 2008
Stifel Nicolaus January 1991 - April 1994
Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities
Education
Colorado Technical University 2010 — 2014
Doctorate, Management
Fontbonne University 1991 — 1993
MBA, Marketing
Washington University in St. Louis 1987 — 1991
BS, Economics
Horton Watkins
MOCO
Wells Fargo Advisors February 2014 - Present
Webster University April 2012 - Present
Missouri College April 2009 - October 2014
Wells Fargo Advisors June 2012 - January 2014
Wells Fargo Advisors October 2010 - May 2012
AdvisorShares March 2009 - July 2009
A.G. Edwards & Sons, Inc. April 1994 - July 2008
Stifel Nicolaus January 1991 - April 1994
Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities
Education
Colorado Technical University 2010 — 2014
Doctorate, Management
Fontbonne University 1991 — 1993
MBA, Marketing
Washington University in St. Louis 1987 — 1991
BS, Economics
Horton Watkins
MOCO
Max Weisz's Stifel Nicolaus Experience May 2008 - August 2008
Job Scoular Company
Industry Import and Export
Experience
Scoular Company January 2013 - Present
Revere Securities Corp. November 2011 - December 2012
Stifel Nicolaus May 2008 - August 2008
Arthur M. Glick Jewish Community Center 2007 - 2008
Skills
Statistics, Research, Economics, SAS programming, Data Analysis, Project Management, Valuation, Analysis, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Cornell University 2008 — 2011
Brebeuf Jesuit Preparatory School 2003 — 2007
High School Diploma
Scoular Company January 2013 - Present
Revere Securities Corp. November 2011 - December 2012
Stifel Nicolaus May 2008 - August 2008
Arthur M. Glick Jewish Community Center 2007 - 2008
Skills
Statistics, Research, Economics, SAS programming, Data Analysis, Project Management, Valuation, Analysis, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Cornell University 2008 — 2011
Brebeuf Jesuit Preparatory School 2003 — 2007
High School Diploma
Thomas Weightman's Stifel Nicolaus Experience May 2005 - October 2012
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
Stifel Nicolaus May 2005 - October 2012
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Securities, Equities, Fixed Income, Fixed Annuities, Financial Advisory, Strategic Investment..., Wealth, Finance, Wealth Management..., Strategic Planning
Education
DePaul University 2001 — 2004
Bachelor's Degree, Economics
Wells Fargo Advisors, LLC October 2012 - Present
Stifel Nicolaus May 2005 - October 2012
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Allocation, Retirement, Securities, Equities, Fixed Income, Fixed Annuities, Financial Advisory, Strategic Investment..., Wealth, Finance, Wealth Management..., Strategic Planning
Education
DePaul University 2001 — 2004
Bachelor's Degree, Economics
Christine Bruno's Stifel Nicolaus Experience July 2007 - Present
Job Senior Analyst at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus July 2007 - Present
Ryan Beck & Co. August 2003 - July 2007
Education
Centenary College
B.S., Business Administration
Stifel Nicolaus July 2007 - Present
Ryan Beck & Co. August 2003 - July 2007
Education
Centenary College
B.S., Business Administration
Steve Prichett's Stifel Nicolaus Experience 1999 - 2007
Job President & CEO at Chesapeake Ceramics, LLC
Industry Financial Services
Experience
Vicour Holdings March 2007 - Present
Chesapeake Ceramics March 2007 - Present
Stifel Nicolaus 1999 - 2007
Legg Mason 1999 - 2005
International Finance Corporation 1995 - 1996
American Councils for International Education 1994 - 1995
Skills
Investments, Investment Banking, Banking, Financial Modeling, Private Equity, Valuation, Capital Markets, Equities, Due Diligence, Mergers & Acquisitions, Corporate Finance, Alternative Investments, Securities, Series 7, Analysis, Corporate Development, Venture Capital, Financial Reporting, Strategic Planning
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, International Relations
Drew University 1987 — 1991
BA, Russian Language
Friends School of Baltimore
Vicour Holdings March 2007 - Present
Chesapeake Ceramics March 2007 - Present
Stifel Nicolaus 1999 - 2007
Legg Mason 1999 - 2005
International Finance Corporation 1995 - 1996
American Councils for International Education 1994 - 1995
Skills
Investments, Investment Banking, Banking, Financial Modeling, Private Equity, Valuation, Capital Markets, Equities, Due Diligence, Mergers & Acquisitions, Corporate Finance, Alternative Investments, Securities, Series 7, Analysis, Corporate Development, Venture Capital, Financial Reporting, Strategic Planning
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, International Relations
Drew University 1987 — 1991
BA, Russian Language
Friends School of Baltimore
Richard Jaffe's Stifel Nicolaus Experience September 2004 - Present
Job Research Analyst at Stifel
Industry Banking
Experience
Stifel Nicolaus September 2004 - Present
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finanace/Marketing
University of Pennsylvania 1975 — 1979
BA/MA, American Civilization
Stifel Nicolaus September 2004 - Present
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finanace/Marketing
University of Pennsylvania 1975 — 1979
BA/MA, American Civilization
Anwar Gorham's Stifel Nicolaus Experience June 2009 - May 2011
Job Associate at Charlesmead Advisors
Industry Investment Banking
Experience
Charlesmead Advisors July 2011 - Present
Stifel Nicolaus June 2009 - May 2011
Stifel Nicolaus June 2008 - June 2009
Education
American University 2002 — 2006
BSBA, Finance and Economics
Charlesmead Advisors July 2011 - Present
Stifel Nicolaus June 2009 - May 2011
Stifel Nicolaus June 2008 - June 2009
Education
American University 2002 — 2006
BSBA, Finance and Economics
Brian Stornelli's Stifel Nicolaus Experience December 2007 - August 2009
Job Investment Banking at North River Capital Advisors, Business Capital Exchange, & Benning Associates
Industry Investment Banking
Experience
Various Start-ups October 2009 - December 2011
Stifel Nicolaus December 2007 - August 2009
A.G. Edwards June 2006 - December 2007
Skills
Financial Modeling, Business Valuation, Business Analysis, Market Research, Due Diligence, Strategy Development, Corporate Positioning, Project Management, Contract Negotiation, Transaction Services, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Corporate Finance, Strategic Advisory
Education
Babson College
B.S. Business Administration
Various Start-ups October 2009 - December 2011
Stifel Nicolaus December 2007 - August 2009
A.G. Edwards June 2006 - December 2007
Skills
Financial Modeling, Business Valuation, Business Analysis, Market Research, Due Diligence, Strategy Development, Corporate Positioning, Project Management, Contract Negotiation, Transaction Services, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Corporate Finance, Strategic Advisory
Education
Babson College
B.S. Business Administration
Heather Brinkmann's Stifel Nicolaus Experience January 2001 - August 2001
Job Sr. Proposal Development Analyst at Anthem, Inc.
Industry Writing and Editing
Experience
Anthem, Inc. September 2014 - Present
MMS - A Medical Supply Company August 2011 - September 2014
DSI Midwest Associates, affiliate of MMS - A Medical Supply Company September 2006 - August 2011
Anthem, Inc. January 2004 - March 2006
Healthlink July 2002 - January 2004
DEW Wealth Strategies August 2001 - July 2002
Stifel Nicolaus January 2001 - August 2001
IDG - St. Louis May 1999 - January 2001
Skills
Healthcare, Compliance, Regulatory Affairs, RFP, RFI, Medicare, Health Insurance, Proposal Writing, Technical Writing, Policy Writing, Internal Audit, Marketing Communications, Policy, Marketing, Managed Care
Education
Webster University 1993 — 1997
BA, Management, emphasis in Health Care Administration
Bethel University, College of Professional Studies
Master of Business Administration (M.B.A.)
Anthem, Inc. September 2014 - Present
MMS - A Medical Supply Company August 2011 - September 2014
DSI Midwest Associates, affiliate of MMS - A Medical Supply Company September 2006 - August 2011
Anthem, Inc. January 2004 - March 2006
Healthlink July 2002 - January 2004
DEW Wealth Strategies August 2001 - July 2002
Stifel Nicolaus January 2001 - August 2001
IDG - St. Louis May 1999 - January 2001
Skills
Healthcare, Compliance, Regulatory Affairs, RFP, RFI, Medicare, Health Insurance, Proposal Writing, Technical Writing, Policy Writing, Internal Audit, Marketing Communications, Policy, Marketing, Managed Care
Education
Webster University 1993 — 1997
BA, Management, emphasis in Health Care Administration
Bethel University, College of Professional Studies
Master of Business Administration (M.B.A.)
Dennis Kvarnlov-Leverty's Stifel Nicolaus Experience November 2000 - February 2009
Job Shop.com powered by Market America
Industry Internet
Experience
Oak Ridge Financial February 2009 - Present
Market America Unfranchise owner July 2008 - Present
Shopdenny.com February 2008 - Present
Stifel Nicolaus November 2000 - February 2009
Skills
Direct Sales, Entrepreneurship, Management, Advertising
Education
Bemidji State University 1970 — 1972
BS+, Special Education/Elementary Education
Oak Ridge Financial February 2009 - Present
Market America Unfranchise owner July 2008 - Present
Shopdenny.com February 2008 - Present
Stifel Nicolaus November 2000 - February 2009
Skills
Direct Sales, Entrepreneurship, Management, Advertising
Education
Bemidji State University 1970 — 1972
BS+, Special Education/Elementary Education
Craig Stanley's Stifel Nicolaus Experience January 2011 - August 2013
Job Director at Manitou Gold Inc.
Industry Investment Management
Experience
Manitou Gold Inc. May 2015 - Present
McEwen Mining Inc. September 2013 - April 2015
Stifel Nicolaus January 2011 - August 2013
Ginguro Exploration Inc. May 2010 - April 2011
Pinetree Capital Ltd. January 2009 - January 2011
Blackmont Capital Ltd 2008 - 2008
Sentry Select Capital Corp. 2004 - 2007
Skills
Commodities, Financial Modeling, Gold, Research, Portfolio Management, Investments, Geology, Mining, Valuation, Equities, Equity Research, Capital Markets, Due Diligence, Commodity, Trading, Investor Relations, Financial Markets, Mineral Exploration, Equity Valuation, Investment Banking, Venture Capital, Private Equity, Hedge Funds, IPO, Mutual Funds, Minerals, DCF, Corporate Development, Options, Economics, Investment Strategies, Alternative Investments, Equity Capital Markets, Corporate Finance, Private Placements
Education
Colorado School of Mines 2010 — 2010
The University of Western Ontario
Master of Science (M.Sc.), Geology/Earth Science, General
Instituto Tecnológico de Puebla 1995 — 1995
Manitou Gold Inc. May 2015 - Present
McEwen Mining Inc. September 2013 - April 2015
Stifel Nicolaus January 2011 - August 2013
Ginguro Exploration Inc. May 2010 - April 2011
Pinetree Capital Ltd. January 2009 - January 2011
Blackmont Capital Ltd 2008 - 2008
Sentry Select Capital Corp. 2004 - 2007
Skills
Commodities, Financial Modeling, Gold, Research, Portfolio Management, Investments, Geology, Mining, Valuation, Equities, Equity Research, Capital Markets, Due Diligence, Commodity, Trading, Investor Relations, Financial Markets, Mineral Exploration, Equity Valuation, Investment Banking, Venture Capital, Private Equity, Hedge Funds, IPO, Mutual Funds, Minerals, DCF, Corporate Development, Options, Economics, Investment Strategies, Alternative Investments, Equity Capital Markets, Corporate Finance, Private Placements
Education
Colorado School of Mines 2010 — 2010
The University of Western Ontario
Master of Science (M.Sc.), Geology/Earth Science, General
Instituto Tecnológico de Puebla 1995 — 1995
Jacquelyn (Shriver) Ganguly's Stifel Nicolaus Experience March 2006 - Present
Job Supervisory Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2006 - Present
Ryan Beck 2004 - 2007
Brean Murray, Carret & Co. February 2002 - March 2004
Tucker Anthony 2000 - 2001
H.C. Wainwright 1998 - 2000
Advest, Inc. 1996 - 1998
Skills
Equity Research, Equities, Securities, Capital Markets, Investments, Series 7, Series 16, Research, Compliance, FINRA, Series 4
Education
Bucknell University 1989 — 1993
B.A., English, History
Stifel Nicolaus March 2006 - Present
Ryan Beck 2004 - 2007
Brean Murray, Carret & Co. February 2002 - March 2004
Tucker Anthony 2000 - 2001
H.C. Wainwright 1998 - 2000
Advest, Inc. 1996 - 1998
Skills
Equity Research, Equities, Securities, Capital Markets, Investments, Series 7, Series 16, Research, Compliance, FINRA, Series 4
Education
Bucknell University 1989 — 1993
B.A., English, History
Suzanne Sullivan Ashley's Stifel Nicolaus Experience January 2013 - December 2014
Job Washington Crossing Advisors at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2013 - December 2014
ADP May 2011 - January 2013
R. Seelaus & Co January 2010 - May 2011
Chase Securties Inc, NYC October 1988 - January 2000
Skills
Strategic Planning
Education
Boston College 1984 — 1988
BA, Economics / Philosophy
Mercersburg Academy 1980 — 1984
Stifel Nicolaus January 2013 - December 2014
ADP May 2011 - January 2013
R. Seelaus & Co January 2010 - May 2011
Chase Securties Inc, NYC October 1988 - January 2000
Skills
Strategic Planning
Education
Boston College 1984 — 1988
BA, Economics / Philosophy
Mercersburg Academy 1980 — 1984
Jason Wimberly's Stifel Nicolaus Experience September 1999 - July 2005
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
UBS Financial Services 2005 - November 2014
Stifel Nicolaus September 1999 - July 2005
Bunglalow Wine and Spirits March 1996 - December 1998
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
Community College of Aurora 1993 — 1994
Associate of Arts (AA), Business Administration and Management, General
Gateway High School
Merrill Lynch November 2014 - Present
UBS Financial Services 2005 - November 2014
Stifel Nicolaus September 1999 - July 2005
Bunglalow Wine and Spirits March 1996 - December 1998
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
Community College of Aurora 1993 — 1994
Associate of Arts (AA), Business Administration and Management, General
Gateway High School
Jerry O'Connor's Stifel Nicolaus Experience Senior Managing DirectorBear StearnsMarch 2000 - June 2009
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus Senior Managing DirectorBear StearnsMarch 2000 - June 2009
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Boston College 1977 — 1981
Bachelor’s Degree
Stifel Nicolaus Senior Managing DirectorBear StearnsMarch 2000 - June 2009
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Boston College 1977 — 1981
Bachelor’s Degree
Peter Heller's Stifel Nicolaus Experience May 2006 - August 2006
Job AVP at Penzance
Industry Real Estate
Experience
Penzance October 2012 - Present
LaSalle Investment Management May 2010 - November 2012
Johns Hopkins Hospital May 2009 - May 2010
Stifel Nicolaus May 2006 - August 2006
Skills
Financial Analysis, Investments, Market Research, Valuation, Due Diligence, Finance
Education
Denison University 2005 — 2008
Bachelor, Economics, History
Tulane University 2004 — 2005
Business Administration and Management, General
Penzance October 2012 - Present
LaSalle Investment Management May 2010 - November 2012
Johns Hopkins Hospital May 2009 - May 2010
Stifel Nicolaus May 2006 - August 2006
Skills
Financial Analysis, Investments, Market Research, Valuation, Due Diligence, Finance
Education
Denison University 2005 — 2008
Bachelor, Economics, History
Tulane University 2004 — 2005
Business Administration and Management, General
James Lucci's Stifel Nicolaus Experience 2003 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
CIT February 2005 - December 2008
Stifel Nicolaus 2003 - 2004
Salomon Smith Barney 2000 - 2002
Citigroup 2000 - 2002
Latham & Watkins 1992 - 1993
Education
University of Chicago Law School 1988 — 1990
JD, Law
Loyola University Chicago School of Law 1987 — 1988
JD, Law
College of the Holy Cross 1982 — 1986
BA, Economics
CIT February 2005 - December 2008
Stifel Nicolaus 2003 - 2004
Salomon Smith Barney 2000 - 2002
Citigroup 2000 - 2002
Latham & Watkins 1992 - 1993
Education
University of Chicago Law School 1988 — 1990
JD, Law
Loyola University Chicago School of Law 1987 — 1988
JD, Law
College of the Holy Cross 1982 — 1986
BA, Economics
Stan Nevgloski's Stifel Nicolaus Experience July 1999 - August 2009
Job Eagle Platform Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Pershing, a BNY Mellon company May 2010 - August 2012
Stifel Nicolaus July 1999 - August 2009
Fiserv EFT October 1996 - July 1999
Fiserv EFT February 1992 - October 1996
Philadelphia Stock Exchange September 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 24, Asset Management, Portfolio Management, Due Diligence, Securities, Wealth Management, Corporate Actions, Back Office, Series 63, Managing Accounts, Bloomberg, Financial Services, Separately Managed..., Trading, Fixed Income, Investments, Equities, Bonds, FINRA, Asset Allocation
Education
Drexel University 1988 — 1992
North Catholic
BNY Mellon August 2012 - Present
Pershing, a BNY Mellon company May 2010 - August 2012
Stifel Nicolaus July 1999 - August 2009
Fiserv EFT October 1996 - July 1999
Fiserv EFT February 1992 - October 1996
Philadelphia Stock Exchange September 1991 - February 1993
Skills
Mutual Funds, Series 7, Series 24, Asset Management, Portfolio Management, Due Diligence, Securities, Wealth Management, Corporate Actions, Back Office, Series 63, Managing Accounts, Bloomberg, Financial Services, Separately Managed..., Trading, Fixed Income, Investments, Equities, Bonds, FINRA, Asset Allocation
Education
Drexel University 1988 — 1992
North Catholic
Elizabeth Colburn's Stifel Nicolaus Experience December 2013 - April 2014
Job Experienced Business Professional
Industry Market Research
Experience
Stifel Nicolaus December 2013 - April 2014
North Suffolk Mental Health May 2013 - September 2013
Chadwick Martin Bailey June 2011 - January 2013
BuyWithMe.com April 2009 - August 2009
Dancing Deer Baking Co. October 2008 - December 2008
Community Boating, Inc. July 2008 - August 2008
Chadwick Martin Bailey January 2007 - May 2008
Morgan Stanley September 2006 - December 2006
Skills
Fluent in Spanish, SPSS, Microsoft Office, Market Research, Analysis, Social Services, Clinical Social Work, Project Management, Leadership, Marketing
Education
Boston College 2009 — 2011
MSW, Clinical Social Work - Mental Health Concentration
Connecticut College 2002 — 2006
BA, Psychology and Hispanic Studies
Phillips Academy 1998 — 2002
Diploma
Stifel Nicolaus December 2013 - April 2014
North Suffolk Mental Health May 2013 - September 2013
Chadwick Martin Bailey June 2011 - January 2013
BuyWithMe.com April 2009 - August 2009
Dancing Deer Baking Co. October 2008 - December 2008
Community Boating, Inc. July 2008 - August 2008
Chadwick Martin Bailey January 2007 - May 2008
Morgan Stanley September 2006 - December 2006
Skills
Fluent in Spanish, SPSS, Microsoft Office, Market Research, Analysis, Social Services, Clinical Social Work, Project Management, Leadership, Marketing
Education
Boston College 2009 — 2011
MSW, Clinical Social Work - Mental Health Concentration
Connecticut College 2002 — 2006
BA, Psychology and Hispanic Studies
Phillips Academy 1998 — 2002
Diploma
David Descalso's Stifel Nicolaus Experience June 2011 - August 2011
Job Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - March 2015
Enterprise Holdings Inc. April 2012 - July 2012
Butte Station - Associated Students January 2009 - December 2011
Stifel Nicolaus June 2011 - August 2011
Chico State Finance Club January 2010 - June 2010
CSU, Chico Finance Club August 2009 - December 2009
Raley field June 2008 - August 2008
Skills
Social Media, Management, Microsoft Excel, Public Relations, PowerPoint, Research, Microsoft Office
Education
California State University-Chico 2007 — 2011
Financial Services and Management; Economics
Franklin Templeton Investments August 2012 - March 2015
Enterprise Holdings Inc. April 2012 - July 2012
Butte Station - Associated Students January 2009 - December 2011
Stifel Nicolaus June 2011 - August 2011
Chico State Finance Club January 2010 - June 2010
CSU, Chico Finance Club August 2009 - December 2009
Raley field June 2008 - August 2008
Skills
Social Media, Management, Microsoft Excel, Public Relations, PowerPoint, Research, Microsoft Office
Education
California State University-Chico 2007 — 2011
Financial Services and Management; Economics
Brandon Welley's Stifel Nicolaus Experience January 2004 - March 2005
Job Commodities Broker at the SCB Group
Industry Oil & Energy
Experience
SCB Group June 2009 - Present
Wachovia Securities, LLC March 2005 - August 2007
Stifel Nicolaus January 2004 - March 2005
Skills
Derivatives, Options, Hedging, Commodity Markets, Commodity, Energy, Energy Markets, Proprietary Trading, Commodity Risk..., Securities Litigation, Financial Analysis, Trading, Trading Strategies, Wisdom Teeth, Creative Writing, Risk Management, Financial Modeling, Natural Gas
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA, Finance
Arizona State University - W. P. Carey School of Business 2000 — 2004
BS
SCB Group June 2009 - Present
Wachovia Securities, LLC March 2005 - August 2007
Stifel Nicolaus January 2004 - March 2005
Skills
Derivatives, Options, Hedging, Commodity Markets, Commodity, Energy, Energy Markets, Proprietary Trading, Commodity Risk..., Securities Litigation, Financial Analysis, Trading, Trading Strategies, Wisdom Teeth, Creative Writing, Risk Management, Financial Modeling, Natural Gas
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA, Finance
Arizona State University - W. P. Carey School of Business 2000 — 2004
BS
Paul Blomgren's Stifel Nicolaus Experience 2004 - 2007
Job Client Portfolio Manager at a private asset management firm
Industry Financial Services
Experience
Private asset management firm based in Chicago August 2012 - Present
Wells Fargo Securities - Fixed Income Sales & Trading 2007 - September 2012
Wells Fargo October 2007 - August 2012
Stifel Nicolaus 2004 - 2007
American Express 1998 - 2004
American Express 1998 - 2004
American Express 1998 - 2004
Piper Jaffray 1994 - 1998
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Series 63, Portfolio Management, Trading, Securities, Capital Markets, Investments, Asset Managment, Derivatives
Education
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Private asset management firm based in Chicago August 2012 - Present
Wells Fargo Securities - Fixed Income Sales & Trading 2007 - September 2012
Wells Fargo October 2007 - August 2012
Stifel Nicolaus 2004 - 2007
American Express 1998 - 2004
American Express 1998 - 2004
American Express 1998 - 2004
Piper Jaffray 1994 - 1998
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Series 63, Portfolio Management, Trading, Securities, Capital Markets, Investments, Asset Managment, Derivatives
Education
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Ellen Giunta's Stifel Nicolaus Experience February 2007 - August 2009
Job Director of Financial Recruiting at RSA Executive Search
Industry Staffing and Recruiting
Experience
RSA Executive Search 2011 - Present
Stifel Nicolaus February 2007 - August 2009
Ryan Beck & Co. April 2002 - February 2007
Gruntal & Co,, L.L.C. May 1992 - April 2002
The Sequor Group, Inc 1987 - 1991
Damson Oil 1982 - 1984
Coopers & Lybrand February 1974 - 1983
Education
Baruch College, City University of New York (CUNY)
MBA, Tax
Queens College
BA
RSA Executive Search 2011 - Present
Stifel Nicolaus February 2007 - August 2009
Ryan Beck & Co. April 2002 - February 2007
Gruntal & Co,, L.L.C. May 1992 - April 2002
The Sequor Group, Inc 1987 - 1991
Damson Oil 1982 - 1984
Coopers & Lybrand February 1974 - 1983
Education
Baruch College, City University of New York (CUNY)
MBA, Tax
Queens College
BA
Matt Sheerin's Stifel Nicolaus Experience July 2010 - Present
Job Managing Director/Senior Equity Research Analyst at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus July 2010 - Present
Thomas Weisel Partners June 2000 - September 2010
Electronic Buyers' News (CMP Media) March 1990 - June 2000
Education
Columbia University in the City of New York
M.S., Journalism
Thiel College
Bachelor's Degree
Stifel Nicolaus July 2010 - Present
Thomas Weisel Partners June 2000 - September 2010
Electronic Buyers' News (CMP Media) March 1990 - June 2000
Education
Columbia University in the City of New York
M.S., Journalism
Thiel College
Bachelor's Degree
Mike Druffner's Stifel Nicolaus Experience January 2002 - June 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Stifel Nicolaus January 2002 - June 2009
Skills
Asset Allocation, Retirement Planning, 401k, Investment Planning, Wealth Accumulation..., Wealth Preservation...
Education
College for Financial Planning 2013 — 2014
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialists
University of Dayton 1990 — 1993
B.A., Economics & Finance
Wells Fargo Advisors June 2009 - Present
Stifel Nicolaus January 2002 - June 2009
Skills
Asset Allocation, Retirement Planning, 401k, Investment Planning, Wealth Accumulation..., Wealth Preservation...
Education
College for Financial Planning 2013 — 2014
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialists
University of Dayton 1990 — 1993
B.A., Economics & Finance
Ann Mulder, CPA's Stifel Nicolaus Experience February 2008 - May 2008
Job Associate at Grosvenor Capital Management
Industry Accounting
Experience
Grosvenor Capital Management June 2013 - Present
PwC July 2012 - June 2013
PwC July 2011 - June 2012
PricewaterhouseCoopers October 2009 - June 2011
ThyssenKrupp USA February 2009 - October 2009
EquiLend May 2008 - August 2008
Stifel Nicolaus February 2008 - May 2008
Foremost Insurance May 2006 - December 2007
Skills
Financial Services, Tax, Finance, Banking, Capital Markets, Leadership, Internal Controls, GAAP
Education
Calvin College 2004 — 2009
B.S. in Accountancy, Accounting, Business
Grosvenor Capital Management June 2013 - Present
PwC July 2012 - June 2013
PwC July 2011 - June 2012
PricewaterhouseCoopers October 2009 - June 2011
ThyssenKrupp USA February 2009 - October 2009
EquiLend May 2008 - August 2008
Stifel Nicolaus February 2008 - May 2008
Foremost Insurance May 2006 - December 2007
Skills
Financial Services, Tax, Finance, Banking, Capital Markets, Leadership, Internal Controls, GAAP
Education
Calvin College 2004 — 2009
B.S. in Accountancy, Accounting, Business
Ram Ventrapragada's Stifel Nicolaus Experience 2006 - 2006
Job Pricing Intern at FedEx Services
Industry Financial Services
Experience
FedEx Services June 2015 - August 2015
Doral Financial Corporation March 2012 - May 2014
Ernst & Young January 2010 - March 2012
Accenture 2007 - 2009
Stifel Nicolaus 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Finance, Analysis, Business Analysis, Strategy, Business Process..., Corporate Finance, Management Consulting, Management, Financial Services, Data Analysis
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor of Science (B.Sc.), Economics
FedEx Services June 2015 - August 2015
Doral Financial Corporation March 2012 - May 2014
Ernst & Young January 2010 - March 2012
Accenture 2007 - 2009
Stifel Nicolaus 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Finance, Analysis, Business Analysis, Strategy, Business Process..., Corporate Finance, Management Consulting, Management, Financial Services, Data Analysis
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2007
Bachelor of Science (B.Sc.), Economics
Thomas Daniels, CFA's Stifel Nicolaus Experience June 2010 - October 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2012 - Present
Stifel Nicolaus June 2010 - October 2012
Thomas Weisel Partners May 2009 - June 2010
Stanford Group Company November 2005 - March 2009
Wells Fargo Securities January 2005 - August 2005
Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling
Education
Dartmouth College 2001 — 2004
BA, History
Duxbury High School
Goldman Sachs October 2012 - Present
Stifel Nicolaus June 2010 - October 2012
Thomas Weisel Partners May 2009 - June 2010
Stanford Group Company November 2005 - March 2009
Wells Fargo Securities January 2005 - August 2005
Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling
Education
Dartmouth College 2001 — 2004
BA, History
Duxbury High School
Chip Gaddis's Stifel Nicolaus Experience April 1999 - Present
Job Senior Vice President Investments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 1999 - Present
Education
Butler University - College of Business Administration 1999 — 2003
MBA, Business - Finance
Purdue University - Krannert School of Management 1988 — 1992
Bachelor of Science, Management
Stifel Nicolaus April 1999 - Present
Education
Butler University - College of Business Administration 1999 — 2003
MBA, Business - Finance
Purdue University - Krannert School of Management 1988 — 1992
Bachelor of Science, Management
Arch McClure's Stifel Nicolaus Experience November 2010 - May 2013
Job Investment Portfolio Analyst at First Citizens Bank
Industry Investment Banking
Experience
First Citizens Bank December 2013 - Present
Wake County, North Carolina August 2013 - December 2013
Stifel Nicolaus November 2010 - May 2013
Credit Suisse May 2006 - September 2010
Skills
Valuation, Fixed Income, Financial Modeling, Investment Banking, Equities, Financial Analysis, Asset Management, Investments, Series 7, Series 63, Bloomberg, Portfolio Management, Derivatives, Trading, Options, Corporate Finance
Education
Davidson College 2002 — 2006
BA, Economics
First Citizens Bank December 2013 - Present
Wake County, North Carolina August 2013 - December 2013
Stifel Nicolaus November 2010 - May 2013
Credit Suisse May 2006 - September 2010
Skills
Valuation, Fixed Income, Financial Modeling, Investment Banking, Equities, Financial Analysis, Asset Management, Investments, Series 7, Series 63, Bloomberg, Portfolio Management, Derivatives, Trading, Options, Corporate Finance
Education
Davidson College 2002 — 2006
BA, Economics
Tim Jones, AAMS, AWMA's Stifel Nicolaus Experience February 1993 - July 2000
Job First VP of Investments Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
Robert W Baird July 2000 - February 2005
Stifel Nicolaus February 1993 - July 2000
United States Navy May 1981 - April 1989
Skills
Strategic Financial..., Investment Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities
Education
University of Richmond 1977 — 1981
BA, Speech Communications
Choate Rosemary Hall 1973 — 1977
Raymond James February 2005 - Present
Robert W Baird July 2000 - February 2005
Stifel Nicolaus February 1993 - July 2000
United States Navy May 1981 - April 1989
Skills
Strategic Financial..., Investment Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities
Education
University of Richmond 1977 — 1981
BA, Speech Communications
Choate Rosemary Hall 1973 — 1977
Carlo Rattazzi's Stifel Nicolaus Experience May 2011 - December 2011
Job Sales
Industry Marketing and Advertising
Experience
Medrio November 2014 - Present
Bunny Inc. October 2013 - November 2014
Logitech January 2012 - February 2013
Stifel Nicolaus May 2011 - December 2011
Skills
Market Research, Entrepreneurship, Product Management, Start-ups, Management, Telecommunications, Finance, Strategic Partnerships, Marketing Strategy, Sales, Business Development, Public Speaking
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Junior - Senior
Franklin College Switzerland 2007 — 2009
Bachelor of Business Administration, International Business / Finance, Freshman-Sophmore
Harker
Medrio November 2014 - Present
Bunny Inc. October 2013 - November 2014
Logitech January 2012 - February 2013
Stifel Nicolaus May 2011 - December 2011
Skills
Market Research, Entrepreneurship, Product Management, Start-ups, Management, Telecommunications, Finance, Strategic Partnerships, Marketing Strategy, Sales, Business Development, Public Speaking
Education
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Junior - Senior
Franklin College Switzerland 2007 — 2009
Bachelor of Business Administration, International Business / Finance, Freshman-Sophmore
Harker
Philip Hamburger's Stifel Nicolaus Experience February 2007 - September 2009
Job Territory Manager at Combined Insurance
Industry Financial Services
Experience
Combined Insurance February 2012 - Present
Combined Insurance February 2012 - Present
TAXXES.COM August 2011 - January 2012
Chase Bank August 2010 - January 2011
Stifel Nicolaus February 2007 - September 2009
Z-102 1990 - 1990
Skills
Series 7, Series 63, Insurance Licensed
Education
City University of New York-Brooklyn College 1986 — 1987
Kingsborough Community College 1984 — 1986
Radio Broadcasting
Kingsborough Community College 1984 — 1986
Radio BRoadcasting
Combined Insurance February 2012 - Present
Combined Insurance February 2012 - Present
TAXXES.COM August 2011 - January 2012
Chase Bank August 2010 - January 2011
Stifel Nicolaus February 2007 - September 2009
Z-102 1990 - 1990
Skills
Series 7, Series 63, Insurance Licensed
Education
City University of New York-Brooklyn College 1986 — 1987
Kingsborough Community College 1984 — 1986
Radio Broadcasting
Kingsborough Community College 1984 — 1986
Radio BRoadcasting
John Lindgren's Stifel Nicolaus Experience May 2002 - July 2009
Job Office Technology Consultant at Gordon Flesch Company
Industry Business Supplies and Equipment
Experience
Gordon Flesch Company December 2012 - Present
PrincetonOne July 2010 - December 2012
Team Flag Gear, LLC July 2009 - July 2010
Stifel Nicolaus May 2002 - July 2009
PaineWebber 1999 - 2002
NatCity Investments 1998 - 1999
Key Bank 1997 - 1998
Fifth Third Bank 1991 - 1997
Skills
Portfolio Management, Recruiting Financial..., Negotiating transition..., Compensation expert, Business Process..., Banking, Program Management, New Business Development, Management, Financial Analysis, Change Management, Financial Advisory, Strategic Planning, Recruiting, Process Improvement, Investments, Business Intelligence, Financial Services, Professional Services, Business Process, Mergers & Acquisitions, Cloud Computing, Finance, Risk Management, Business Development, Executive Management, Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
DePauw University 1986 — 1987
Cathedral High School 1982 — 1986
College Prep
Gordon Flesch Company December 2012 - Present
PrincetonOne July 2010 - December 2012
Team Flag Gear, LLC July 2009 - July 2010
Stifel Nicolaus May 2002 - July 2009
PaineWebber 1999 - 2002
NatCity Investments 1998 - 1999
Key Bank 1997 - 1998
Fifth Third Bank 1991 - 1997
Skills
Portfolio Management, Recruiting Financial..., Negotiating transition..., Compensation expert, Business Process..., Banking, Program Management, New Business Development, Management, Financial Analysis, Change Management, Financial Advisory, Strategic Planning, Recruiting, Process Improvement, Investments, Business Intelligence, Financial Services, Professional Services, Business Process, Mergers & Acquisitions, Cloud Computing, Finance, Risk Management, Business Development, Executive Management, Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
DePauw University 1986 — 1987
Cathedral High School 1982 — 1986
College Prep
Peter Heckmann, CFA's Stifel Nicolaus Experience October 2001 - October 2005
Job
Industry Capital Markets
Experience
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Mark DeFelice's Stifel Nicolaus Experience 2007 - Present
Job Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2007 - Present
Skills
Fixed Income, Equities, Capital Markets, Series 7, Hedge Funds, Bloomberg, Alternative Investments
Education
Clemson University - College of Business and Behavioral Science 1986 — 1990
BS, Finance
Stifel Nicolaus 2007 - Present
Skills
Fixed Income, Equities, Capital Markets, Series 7, Hedge Funds, Bloomberg, Alternative Investments
Education
Clemson University - College of Business and Behavioral Science 1986 — 1990
BS, Finance
Michael Conn's Stifel Nicolaus Experience 1993 - 1999
Job Chief Financial Officer at Kynetic
Industry Internet
Experience
Kynetic, LLC 2011 - Present
GSI Commerce 1999 - 2011
Stifel Nicolaus 1993 - 1999
Education
Boston University - School of Management 1989 — 1993
BS, Finance
Kynetic, LLC 2011 - Present
GSI Commerce 1999 - 2011
Stifel Nicolaus 1993 - 1999
Education
Boston University - School of Management 1989 — 1993
BS, Finance
Michael Hodgkinson's Stifel Nicolaus Experience September 2010 - December 2010
Job Business Analyst at Gas Transmission Systems
Industry Management Consulting
Experience
Gas Transmission Systems January 2012 - Present
Gas Transmission Systems August 2011 - March 2012
Stifel Nicolaus September 2010 - December 2010
Kinsell, Newcomb, & DeDios Inc June 2010 - August 2010
Skills
Corporate Finance, Monte Carlo Simulation, Due Diligence, Economics, Financial Analysis, Investment Banking, SQL, Asset Management, R, Contract Negotiation, Contract Management, Business Process Mapping, Financial Forecasting, Microsoft Excel, Risk Management, Financial Modeling, Finance, Valuation, Investments, Emerging Markets, Business Valuation, Asset Managment, Equities, Project Finance, Expert relationship..., Public Speaking, Bloomberg, ERP Implementations, Business Process..., Business Process..., Monte Carlo modeling, ERP Database Management, Job Costing, VBA, Contract Law, Strategy, Visio, SmartDraw
Education
University of California, Berkeley
Finance, Ext
California State University-Chico 2006 — 2011
Bachelor's Degree, Economics
Campolindo High School
Gas Transmission Systems January 2012 - Present
Gas Transmission Systems August 2011 - March 2012
Stifel Nicolaus September 2010 - December 2010
Kinsell, Newcomb, & DeDios Inc June 2010 - August 2010
Skills
Corporate Finance, Monte Carlo Simulation, Due Diligence, Economics, Financial Analysis, Investment Banking, SQL, Asset Management, R, Contract Negotiation, Contract Management, Business Process Mapping, Financial Forecasting, Microsoft Excel, Risk Management, Financial Modeling, Finance, Valuation, Investments, Emerging Markets, Business Valuation, Asset Managment, Equities, Project Finance, Expert relationship..., Public Speaking, Bloomberg, ERP Implementations, Business Process..., Business Process..., Monte Carlo modeling, ERP Database Management, Job Costing, VBA, Contract Law, Strategy, Visio, SmartDraw
Education
University of California, Berkeley
Finance, Ext
California State University-Chico 2006 — 2011
Bachelor's Degree, Economics
Campolindo High School
Connor McCourtney's Stifel Nicolaus Experience May 2010 - August 2010
Job Business Development Manager at The Simons Group
Industry Marketing and Advertising
Experience
The Simons Group August 2014 - Present
United States Army Reserve July 2014 - Present
Army ROTC (Official Page) January 2014 - July 2014
Army National Guard January 2013 - July 2014
Army ROTC (Official Page) August 2011 - July 2014
Drake University August 2011 - January 2012
The Times-Delphic August 2010 - May 2011
Stifel Nicolaus May 2010 - August 2010
Skills
Leadership, Sales Management, Training, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Time Management, Public Speaking, Microsoft Word, Customer Service, Team Leadership, Analysis, Facebook, Management, Photoshop, Outlook, Life Insurance, Digital Photography, adobe, Insurance, Financial Analysis, Access, Social Networking, Adobe Creative Suite, Teamwork, Investments, Sales, Marketing, Communication, Marketing Strategy, Business Development
Education
Drake University 2010 — 2014
Bachelor's Degree, Economics and History
The Simons Group August 2014 - Present
United States Army Reserve July 2014 - Present
Army ROTC (Official Page) January 2014 - July 2014
Army National Guard January 2013 - July 2014
Army ROTC (Official Page) August 2011 - July 2014
Drake University August 2011 - January 2012
The Times-Delphic August 2010 - May 2011
Stifel Nicolaus May 2010 - August 2010
Skills
Leadership, Sales Management, Training, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Time Management, Public Speaking, Microsoft Word, Customer Service, Team Leadership, Analysis, Facebook, Management, Photoshop, Outlook, Life Insurance, Digital Photography, adobe, Insurance, Financial Analysis, Access, Social Networking, Adobe Creative Suite, Teamwork, Investments, Sales, Marketing, Communication, Marketing Strategy, Business Development
Education
Drake University 2010 — 2014
Bachelor's Degree, Economics and History
Mike Phillips, MBA, ACAS's Stifel Nicolaus Experience 2005 - 2010
Job Founder & President, Investors' Actuarial Services, LLC
Industry Insurance
Experience
Towson University May 2012 - Present
United Fire Group February 2012 - Present
Investors' Actuarial Services, LLC July 2010 - Present
Notre Dame University of Maryland July 2010 - Present
Stifel Nicolaus 2005 - 2010
Milliman USA 2002 - 2004
GMAC Reinsurance 1997 - 2000
Zurich Insurance 1996 - 1997
Travelers Insurance 1990 - 1995
Skills
Insurance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Valuation, Equity Research, Analysis, Data Analysis, Public Speaking, Investments, Portfolio Management, Business Strategy, Access, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance, General
Bucknell University
BA, Mathematics and Economics
Towson University May 2012 - Present
United Fire Group February 2012 - Present
Investors' Actuarial Services, LLC July 2010 - Present
Notre Dame University of Maryland July 2010 - Present
Stifel Nicolaus 2005 - 2010
Milliman USA 2002 - 2004
GMAC Reinsurance 1997 - 2000
Zurich Insurance 1996 - 1997
Travelers Insurance 1990 - 1995
Skills
Insurance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Valuation, Equity Research, Analysis, Data Analysis, Public Speaking, Investments, Portfolio Management, Business Strategy, Access, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance, General
Bucknell University
BA, Mathematics and Economics
Courtney Delaney's Stifel Nicolaus Experience June 2008 - April 2011
Job Compliance Consultant and Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus June 2008 - April 2011
Century Securities Associates, Inc. June 2003 - June 2008
Skills
Advertising Review, Microsoft Office, Training, Compliance Regulations, Compliance Support, Writing
Education
Columbia Southern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia Southern University 2010 — 2012
Bachelor of Business Administration Management (B.B.A.), Business
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus June 2008 - April 2011
Century Securities Associates, Inc. June 2003 - June 2008
Skills
Advertising Review, Microsoft Office, Training, Compliance Regulations, Compliance Support, Writing
Education
Columbia Southern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia Southern University 2010 — 2012
Bachelor of Business Administration Management (B.B.A.), Business
Marvin Founds's Stifel Nicolaus Experience July 2005 - October 2013
Job Public Finance Manager, VP at Fifth Third Securities
Industry Financial Services
Experience
Stifel Nicolaus July 2005 - October 2013
Upper Arlington City Schools March 2001 - August 2005
Skills
Financial Modeling, Financial Analysis, Investments, Series 7, Finance, Securities, Capital Markets, Strategic Financial..., Due Diligence, Treasury Management, Financial Reporting, Credit Analysis, Credit, Accounting, Managerial Finance
Education
Ashland University
MBA
Ashland University
Masters Education
The Ohio State University
BSBA, Finance
Stifel Nicolaus July 2005 - October 2013
Upper Arlington City Schools March 2001 - August 2005
Skills
Financial Modeling, Financial Analysis, Investments, Series 7, Finance, Securities, Capital Markets, Strategic Financial..., Due Diligence, Treasury Management, Financial Reporting, Credit Analysis, Credit, Accounting, Managerial Finance
Education
Ashland University
MBA
Ashland University
Masters Education
The Ohio State University
BSBA, Finance
Nolen Lamberth's Stifel Nicolaus Experience May 2014 - Present
Job
Industry Investment Management
Experience
Stifel Nicolaus May 2014 - Present
Wells Fargo Advisors LLC April 2011 - May 2014
Synovus Bank May 2010 - February 2011
Russell Lands January 2007 - August 2007
Skills
Retirement Planning, Event Planning, Investment Advisory, Real Estate, Fixed Annuities, Mutual Funds, Finance, Credit, Asset Allocation, Financial Services, Sales, Investments, Wealth Management
Education
Auburn University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Benjamin Russell High School
Stifel Nicolaus May 2014 - Present
Wells Fargo Advisors LLC April 2011 - May 2014
Synovus Bank May 2010 - February 2011
Russell Lands January 2007 - August 2007
Skills
Retirement Planning, Event Planning, Investment Advisory, Real Estate, Fixed Annuities, Mutual Funds, Finance, Credit, Asset Allocation, Financial Services, Sales, Investments, Wealth Management
Education
Auburn University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Benjamin Russell High School
Robert Ehee's Stifel Nicolaus Experience January 2012 - Present
Job Managing Director Portfolio and Electronic Trading at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2012 - Present
Skills
Electronic Trading, Equity Trading, Bloomberg, Equities, Equity Derivatives, Financial Risk, Middle Office, Portfolio Management, Program Trading, Risk Management, Trading, Trading Systems
Education
NYU Stern School of Business 1990 — 1994
BS - Summa Cum Laude, Finance, Accounting
Choate Rosemary Hall
Stifel Nicolaus January 2012 - Present
Skills
Electronic Trading, Equity Trading, Bloomberg, Equities, Equity Derivatives, Financial Risk, Middle Office, Portfolio Management, Program Trading, Risk Management, Trading, Trading Systems
Education
NYU Stern School of Business 1990 — 1994
BS - Summa Cum Laude, Finance, Accounting
Choate Rosemary Hall
David Cardillo's Stifel Nicolaus Experience December 2005 - November 2013
Job CEO/epiq, ltd
Industry Consumer Services
Experience
epiq, ltd January 2011 - Present
Stifel Nicolaus December 2005 - November 2013
Skills
Strategic Planning, New Business Development, Business Strategy, Leadership, Investments, Small Business, Entrepreneurship, Executive Management, Start-ups, Business Development, Strategy, Mergers & Acquisitions, Strategic Partnerships, Customer Service
Education
American University of Beirut
Bachelor of Arts, Political Science
epiq, ltd January 2011 - Present
Stifel Nicolaus December 2005 - November 2013
Skills
Strategic Planning, New Business Development, Business Strategy, Leadership, Investments, Small Business, Entrepreneurship, Executive Management, Start-ups, Business Development, Strategy, Mergers & Acquisitions, Strategic Partnerships, Customer Service
Education
American University of Beirut
Bachelor of Arts, Political Science
Kabir Ghai's Stifel Nicolaus Experience January 2015 - June 2015
Job Product Specialist at MightyText
Industry Financial Services
Experience
MightyText June 2014 - Present
Stifel Nicolaus January 2015 - June 2015
SysintelliInc June 2012 - September 2013
MillenniumComputerProducts June 2011 - September 2013
Dhol Di Awaz Dance competition 2009 - 2011
San Diego State Sports Management Program June 2010 - August 2010
Skills
Microsoft Excel, Social Media, Human Resources, Sales, Finance, Event Planning, Marketing, Financial Accounting, Corporate Finance, Access, Spreadsheets, Microsoft Office, Blogging, Accounting, Asana, HTML, CSS, JavaScript, Advertising, Interviews, Invoicing, Peachtree, QuickBooks, Axure, Event Management, Portfolio Management, Portfolio Optimization
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
BachelorofScience, BusinessAdministration
MightyText June 2014 - Present
Stifel Nicolaus January 2015 - June 2015
SysintelliInc June 2012 - September 2013
MillenniumComputerProducts June 2011 - September 2013
Dhol Di Awaz Dance competition 2009 - 2011
San Diego State Sports Management Program June 2010 - August 2010
Skills
Microsoft Excel, Social Media, Human Resources, Sales, Finance, Event Planning, Marketing, Financial Accounting, Corporate Finance, Access, Spreadsheets, Microsoft Office, Blogging, Accounting, Asana, HTML, CSS, JavaScript, Advertising, Interviews, Invoicing, Peachtree, QuickBooks, Axure, Event Management, Portfolio Management, Portfolio Optimization
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
BachelorofScience, BusinessAdministration
Sara Morcom's Stifel Nicolaus Experience 2008 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Dartmouth-Hitchcock 2014 - Present
Stifel Nicolaus 2008 - 2013
A.G. Edwards & Sons, Inc. June 2003 - October 2008
Merrill Lynch 1997 - 2003
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Equities, Securities, Retirement, Asset Allocation, Series 9, Series 10
Education
Norwich University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration
Colby-Sawyer College 1991 — 1995
Bachelor of Science (B.S.), Business Administration
Dartmouth-Hitchcock 2014 - Present
Stifel Nicolaus 2008 - 2013
A.G. Edwards & Sons, Inc. June 2003 - October 2008
Merrill Lynch 1997 - 2003
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Equities, Securities, Retirement, Asset Allocation, Series 9, Series 10
Education
Norwich University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration
Colby-Sawyer College 1991 — 1995
Bachelor of Science (B.S.), Business Administration
Peter Svendsen's Stifel Nicolaus Experience July 2010 - September 2013
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Timothy Hulse's Stifel Nicolaus Experience 2011 - 2014
Job Financial Services Professional
Industry Capital Markets
Experience
Stifel Financial Corp. July 2011 - Present
Stifel Nicolaus 2011 - 2014
BNP Paribas October 2006 - June 2011
FINRA June 2000 - October 2006
Education
American University 1996 — 2000
Philosophy
Siena College 1988 — 1992
Bachelor of Science (BS), Marketing
Stifel Financial Corp. July 2011 - Present
Stifel Nicolaus 2011 - 2014
BNP Paribas October 2006 - June 2011
FINRA June 2000 - October 2006
Education
American University 1996 — 2000
Philosophy
Siena College 1988 — 1992
Bachelor of Science (BS), Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS