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
Brian Flynn Brian Flynn's Stifel Nicolaus Experience July 2002 - November 2006
Job Product Manager. Renaissance Man. Business, technology and user experience visionary. @brianpaulflynn
Industry Information Technology and Services
Experience
SolarWinds September 2013 - Present
Scottrade February 2011 - August 2013
BAT Technology Services, LLC September 1997 - August 2013
Gateway EDI September 2010 - February 2011
Gateway EDI September 2008 - September 2010
Gateway EDI May 2008 - September 2008
Gateway EDI November 2006 - May 2008
Stifel Nicolaus July 2002 - November 2006
Huttig Building Products 1999 - 2002
Saint Louis University June 1998 - August 1998
Skills
Microsoft SQL Server, T-SQL, Analysis Services, MDX, SSRS, IIS, ASP, ASP.NET, Windows Server, Active Directory, DNS, FRS, DFS, Network Engineering, Firewalls, ISA, Netscreen, Sonicwall, Group Policy, MS Excel Pivot Tables, MSCS, NLB, Data Modeling, Microsoft Exchange, SharePoint, RAID, Leadership, IT Management, SSIS, Web Services, Business Intelligence, SQL, Data Warehousing, Servers, Cloud Computing, Data Center, System Administration, C#, Web Applications, Security, Troubleshooting, Web Development, Database Design, Requirements Gathering, Access, Disaster Recovery, Database Administration, CSS, VB.NET, VBScript
Education
Saint Louis University 1995 — 1999
B.A., Computer Science & Mathematics
East Peoria Community High School
SolarWinds September 2013 - Present
Scottrade February 2011 - August 2013
BAT Technology Services, LLC September 1997 - August 2013
Gateway EDI September 2010 - February 2011
Gateway EDI September 2008 - September 2010
Gateway EDI May 2008 - September 2008
Gateway EDI November 2006 - May 2008
Stifel Nicolaus July 2002 - November 2006
Huttig Building Products 1999 - 2002
Saint Louis University June 1998 - August 1998
Skills
Microsoft SQL Server, T-SQL, Analysis Services, MDX, SSRS, IIS, ASP, ASP.NET, Windows Server, Active Directory, DNS, FRS, DFS, Network Engineering, Firewalls, ISA, Netscreen, Sonicwall, Group Policy, MS Excel Pivot Tables, MSCS, NLB, Data Modeling, Microsoft Exchange, SharePoint, RAID, Leadership, IT Management, SSIS, Web Services, Business Intelligence, SQL, Data Warehousing, Servers, Cloud Computing, Data Center, System Administration, C#, Web Applications, Security, Troubleshooting, Web Development, Database Design, Requirements Gathering, Access, Disaster Recovery, Database Administration, CSS, VB.NET, VBScript
Education
Saint Louis University 1995 — 1999
B.A., Computer Science & Mathematics
East Peoria Community High School
Jason Grubb Jason Grubb's Stifel Nicolaus Experience May 2014 - Present
Job Portfolio Trader at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Nicolaus May 2014 - Present
Stifel Financial Corp. February 2013 - May 2014
Al's Automotive Supply November 2006 - February 2013
Skills
Retail, Sales, Microsoft Office, Accounts Receivable, Time Management, Finance, Financial Analysis, Microsoft Excel, PowerPoint
Education
Missouri State University 2009 — 2012
Bachelor of Science, Administrative Management
Ranken Technical College 2007 — 2009
Automotive Maintenance Technology
Southwestern Illinois College 2003 — 2006
Associate of Arts (A.A.), Graphic Design
Stifel Nicolaus May 2014 - Present
Stifel Financial Corp. February 2013 - May 2014
Al's Automotive Supply November 2006 - February 2013
Skills
Retail, Sales, Microsoft Office, Accounts Receivable, Time Management, Finance, Financial Analysis, Microsoft Excel, PowerPoint
Education
Missouri State University 2009 — 2012
Bachelor of Science, Administrative Management
Ranken Technical College 2007 — 2009
Automotive Maintenance Technology
Southwestern Illinois College 2003 — 2006
Associate of Arts (A.A.), Graphic Design
Danielle Governor Danielle Governor's Stifel Nicolaus Experience July 2008 - December 2011
Job Sales Rep
Industry Financial Services
Experience
Eli Lilly and Company December 2011 - Present
Stifel Nicolaus July 2008 - December 2011
Morgan Stanley June 2006 - July 2008
Maurices January 2006 - June 2006
Skills
Humor, Phone Sales, Organizational Design, Email Marketing, Sales, Customer Service, Telemarketing, Microsoft Office, Training, Team Building, PowerPoint, Leadership Development, Mutual Funds, Process Improvement, Investments, Microsoft Excel, Management, Account Management, Analysis, Business Development, Coaching, Entrepreneurship, Project Planning, Recruiting, Selling, Strategy, Time Management, Budgets, Business Planning, Business Strategy, Leadership, Marketing, Marketing Strategy, New Business Development, Project Management, Sales Presentations, Call Centers, Customer Retention, Sales Management, Strategic Planning, Customer Satisfaction, Negotiation
Education
Portland State University 2002 — 2005
B.S., Social Science
State of Oregon Notary Public
Eli Lilly and Company December 2011 - Present
Stifel Nicolaus July 2008 - December 2011
Morgan Stanley June 2006 - July 2008
Maurices January 2006 - June 2006
Skills
Humor, Phone Sales, Organizational Design, Email Marketing, Sales, Customer Service, Telemarketing, Microsoft Office, Training, Team Building, PowerPoint, Leadership Development, Mutual Funds, Process Improvement, Investments, Microsoft Excel, Management, Account Management, Analysis, Business Development, Coaching, Entrepreneurship, Project Planning, Recruiting, Selling, Strategy, Time Management, Budgets, Business Planning, Business Strategy, Leadership, Marketing, Marketing Strategy, New Business Development, Project Management, Sales Presentations, Call Centers, Customer Retention, Sales Management, Strategic Planning, Customer Satisfaction, Negotiation
Education
Portland State University 2002 — 2005
B.S., Social Science
State of Oregon Notary Public
April A. Mastey April A. Mastey's Stifel Nicolaus Experience May 1999 - July 2011
Job President/LPL Financial Advisor at MASTEY FINANCIAL GROUP, LLC
Industry Financial Services
Experience
MASTEY FINANCIAL GROUP, LLC July 2011 - Present
Stifel Nicolaus May 1999 - July 2011
Skills
Securities, Retirement Planning, Series 7, Series 63, Series 65, FINRA, Asset Allocation, Estate Planning, Wealth Management, Fixed Annuities, Retirement, Mutual Funds, Investments, Finance, Disability Insurance, Asset Management, Health Insurance, Life Insurance, Roth IRA, Variable Annuities, Term Life Insurance, Personal Financial..., College Savings Plans, Investment Management, Strategic Financial..., 401k Rollovers, IRAs, 401k, Investment Strategies, 529 Plans, Bonds, Stocks, Municipal Bonds, Corporate Bonds, Preferred Stock, Hardship Distributions, Rollovers, Company Retirement Plans, Employee Stock Options
Education
St. Cloud State University 1997 — 1999
Bachelor of Science, Business Marketing
North Iowa Area Community College 1995 — 1997
Associate of Arts (AA)
MASTEY FINANCIAL GROUP, LLC July 2011 - Present
Stifel Nicolaus May 1999 - July 2011
Skills
Securities, Retirement Planning, Series 7, Series 63, Series 65, FINRA, Asset Allocation, Estate Planning, Wealth Management, Fixed Annuities, Retirement, Mutual Funds, Investments, Finance, Disability Insurance, Asset Management, Health Insurance, Life Insurance, Roth IRA, Variable Annuities, Term Life Insurance, Personal Financial..., College Savings Plans, Investment Management, Strategic Financial..., 401k Rollovers, IRAs, 401k, Investment Strategies, 529 Plans, Bonds, Stocks, Municipal Bonds, Corporate Bonds, Preferred Stock, Hardship Distributions, Rollovers, Company Retirement Plans, Employee Stock Options
Education
St. Cloud State University 1997 — 1999
Bachelor of Science, Business Marketing
North Iowa Area Community College 1995 — 1997
Associate of Arts (AA)
Michele Mehrtens Michele Mehrtens's Stifel Nicolaus Experience July 2011 - Present
Job Administrative Assistant II at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2011 - Present
Bakers Footwear Group March 2009 - July 2011
Merrill Lynch April 2001 - August 2008
Edward Jones August 1998 - April 2001
Skills
Microsoft Excel, Retail, Time Management, Customer Service, PowerPoint, Outlook, Inventory Management, Microsoft Word, Microsoft Office, Concur, Access, Administrative..., Office Management, Office Administration, Training, Financial Services, Investment Banking, Branch Administration, Retirement Planning, Supply Ordering, Sales, Adobe Acrobat, Merchandising, Visual Merchandising, Marketing, Detailed Organization, Copywriting
Education
Southwestern Illinois College 1992 — 1995
Associate of Arts, General Studies
Belleville West 1987 — 1991
High School Diploma, General Studies
Stifel Nicolaus July 2011 - Present
Bakers Footwear Group March 2009 - July 2011
Merrill Lynch April 2001 - August 2008
Edward Jones August 1998 - April 2001
Skills
Microsoft Excel, Retail, Time Management, Customer Service, PowerPoint, Outlook, Inventory Management, Microsoft Word, Microsoft Office, Concur, Access, Administrative..., Office Management, Office Administration, Training, Financial Services, Investment Banking, Branch Administration, Retirement Planning, Supply Ordering, Sales, Adobe Acrobat, Merchandising, Visual Merchandising, Marketing, Detailed Organization, Copywriting
Education
Southwestern Illinois College 1992 — 1995
Associate of Arts, General Studies
Belleville West 1987 — 1991
High School Diploma, General Studies
Connor Leavell Connor Leavell's Stifel Nicolaus Experience To aid the VP of Investments Marketing Team MemberWigoJanuary 2015 - Present
Job Marketing Team Member at Wigo
Industry Financial Services
Experience
Stifel Nicolaus To aid the VP of Investments Marketing Team MemberWigoJanuary 2015 - Present
Warwick Valley Winery April 2012 - August 2014
Skills
Microsoft Excel, Time Management, Customer Service, Microsoft Word, Social Networking, Public Speaking, PowerPoint, Teamwork, Social Media, Leadership, Microsoft Office
Education
Quinnipiac University - School of Business 2013 — 2017
Bachelor's Degree, Finance and Computer Information Systems
Quinnipiac University - School of Business 2013 — 2017
BS, Finance and Information Systems, 3.6 GPA
Stifel Nicolaus To aid the VP of Investments Marketing Team MemberWigoJanuary 2015 - Present
Warwick Valley Winery April 2012 - August 2014
Skills
Microsoft Excel, Time Management, Customer Service, Microsoft Word, Social Networking, Public Speaking, PowerPoint, Teamwork, Social Media, Leadership, Microsoft Office
Education
Quinnipiac University - School of Business 2013 — 2017
Bachelor's Degree, Finance and Computer Information Systems
Quinnipiac University - School of Business 2013 — 2017
BS, Finance and Information Systems, 3.6 GPA
Jennifer Kingston (Chapple) Jennifer Kingston (Chapple)'s Stifel Nicolaus Experience January 2015 - May 2015
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
John G. Kennedy John G. Kennedy's Stifel Nicolaus Experience October 2007 - September 2012
Job Wealth Manager and Retirement Planner
Industry Financial Services
Experience
AXA Advisors September 2012 - Present
Stifel Nicolaus October 2007 - September 2012
UBS/Piper Jaffray October 2004 - September 2007
Skills
Strategic Financial..., Retirement, Portfolio Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Banking, Investment Advisory, Wealth Management..., Charitable Gift Planning, Financial Analysis, Financial Modeling, Risk Management, Business Analysis, Insurance, Asset Management, Pensions
Education
University of Wisconsin-Oshkosh 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Ripon College
Economics
AXA Advisors September 2012 - Present
Stifel Nicolaus October 2007 - September 2012
UBS/Piper Jaffray October 2004 - September 2007
Skills
Strategic Financial..., Retirement, Portfolio Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Series 7, Banking, Investment Advisory, Wealth Management..., Charitable Gift Planning, Financial Analysis, Financial Modeling, Risk Management, Business Analysis, Insurance, Asset Management, Pensions
Education
University of Wisconsin-Oshkosh 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Ripon College
Economics
Donald Fahey Donald Fahey's Stifel Nicolaus Experience June 2011 - August 2011
Job Assistant Category Manager Grocery at CVS Health
Industry Financial Services
Experience
CVS Health October 2014 - Present
CVS Caremark Corporation April 2013 - October 2014
CVS Caremark Corporation August 2011 - April 2013
Stifel Nicolaus June 2011 - August 2011
Province Mortgage Associates May 2011 - August 2011
Brookhaven National Laboratory June 2010 - October 2010
North Fork Kitchen and Bath August 2009 - September 2010
Suffolk County Parks Department June 2009 - May 2010
Education
Providence College 2007 — 2011
B.S, Business Management
Mattituck High School 2002 — 2007
CVS Health October 2014 - Present
CVS Caremark Corporation April 2013 - October 2014
CVS Caremark Corporation August 2011 - April 2013
Stifel Nicolaus June 2011 - August 2011
Province Mortgage Associates May 2011 - August 2011
Brookhaven National Laboratory June 2010 - October 2010
North Fork Kitchen and Bath August 2009 - September 2010
Suffolk County Parks Department June 2009 - May 2010
Education
Providence College 2007 — 2011
B.S, Business Management
Mattituck High School 2002 — 2007
Corey Richter, CPA Corey Richter, CPA's Stifel Nicolaus Experience July 2011 - January 2014
Job Member at Richter & Astroth LLC
Industry Financial Services
Experience
Richter & Astroth LLC October 2010 - Present
Stifel Nicolaus July 2011 - January 2014
Huber, Ring, Helm & Co PC 2007 - 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Auditing, Internal Controls, Sarbanes-Oxley Act, Finance, Strategic Financial..., Financial Accounting, GAAP, Account Reconciliation, Corporate Finance, Financial Statements, General Ledger, CPA, Investments, Tax Preparation
Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Accounting
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Business Administration and Management, General
Richter & Astroth LLC October 2010 - Present
Stifel Nicolaus July 2011 - January 2014
Huber, Ring, Helm & Co PC 2007 - 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Auditing, Internal Controls, Sarbanes-Oxley Act, Finance, Strategic Financial..., Financial Accounting, GAAP, Account Reconciliation, Corporate Finance, Financial Statements, General Ledger, CPA, Investments, Tax Preparation
Education
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Accounting
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brandon Palmer Brandon Palmer's Stifel Nicolaus Experience 2013 - October 2014
Job System Design and Integration Engineer at Boeing
Industry Information Technology and Services
Experience
Boeing October 2014 - Present
Stifel Nicolaus 2013 - October 2014
Stifel Financial Corp. August 2012 - October 2014
Stifel Financial Corp. January 2011 - August 2012
Stifel Financial Corp. December 2009 - January 2011
Walmart June 2007 - December 2009
KM Plant Services 2005 - 2007
Skills
Computer Hardware, Windows 7, XP, Technical Support, Computer Repair, Troubleshooting, Active Directory, Windows Server, Software Installation, Windows Vista, Help Desk Support, Servers, Printers, Networking
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Boeing October 2014 - Present
Stifel Nicolaus 2013 - October 2014
Stifel Financial Corp. August 2012 - October 2014
Stifel Financial Corp. January 2011 - August 2012
Stifel Financial Corp. December 2009 - January 2011
Walmart June 2007 - December 2009
KM Plant Services 2005 - 2007
Skills
Computer Hardware, Windows 7, XP, Technical Support, Computer Repair, Troubleshooting, Active Directory, Windows Server, Software Installation, Windows Vista, Help Desk Support, Servers, Printers, Networking
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Cheryl Schmidt Cheryl Schmidt's Stifel Nicolaus Experience June 2010 - June 2011
Job Supervisory Analyst, Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
paulette bond paulette bond's Stifel Nicolaus Experience 2009 - Present
Job Sr. Vice President/Investments at Stifel
Industry Financial Services
Experience
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Mariza Costa Mariza Costa's Stifel Nicolaus Experience June 2006 - May 2012
Job Senior Financial Analyst Property & Casualty at A.M. Best Company
Industry Banking
Experience
A.M. Best Company May 2012 - Present
Stifel Nicolaus June 2006 - May 2012
Sapphire Investor Relations September 2005 - April 2006
Wachovia Securities March 2000 - May 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Analysis, Valuation, Equities, Investments, Insurance, Investor Relations, Data Analysis, Bilingual, Portuguese native, Research, Series 7, PowerPoint, Series 63, series 86, Reinsurance, Data Modeling, Financial Reporting, Property & Casualty...
Education
Montclair State University 1995 — 2000
Business, Economics
A.M. Best Company May 2012 - Present
Stifel Nicolaus June 2006 - May 2012
Sapphire Investor Relations September 2005 - April 2006
Wachovia Securities March 2000 - May 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Analysis, Valuation, Equities, Investments, Insurance, Investor Relations, Data Analysis, Bilingual, Portuguese native, Research, Series 7, PowerPoint, Series 63, series 86, Reinsurance, Data Modeling, Financial Reporting, Property & Casualty...
Education
Montclair State University 1995 — 2000
Business, Economics
Greg Mason, CFA's Stifel Nicolaus Experience December 2007 - Present
Job Managing Director & Equity Analyst at KBW/Stifel
Industry Financial Services
Experience
KBW February 2013 - Present
Stifel Nicolaus December 2007 - Present
A.G. Edwards June 2001 - November 2007
Education
Saint Louis University 2005 — 2007
MBA
Southwest Baptist University 1997 — 2001
Business Administration, Economics, Finance, Marketing & Management
KBW February 2013 - Present
Stifel Nicolaus December 2007 - Present
A.G. Edwards June 2001 - November 2007
Education
Saint Louis University 2005 — 2007
MBA
Southwest Baptist University 1997 — 2001
Business Administration, Economics, Finance, Marketing & Management
Angela O'Dowd Angela O'Dowd's Stifel Nicolaus Experience January 2010 - October 2010
Job Channel Inbound Marketing Manager
Industry Marketing and Advertising
Experience
HubSpot June 2014 - Present
Harte Hanks October 2013 - May 2014
Aberdeen Group September 2012 - October 2013
Aberdeen Group February 2012 - September 2012
MIT January 2011 - September 2011
Stifel Nicolaus January 2010 - October 2010
Skills
Event Planning, Social Media, Special Events, Microsoft Office Suite..., Adobe Photoshop, Adobe Illustrator, Adobe Bridge, Adonis, ExpressionEngine, Wordpress, Bloomberg, FileMaker Pro 11, Oasys Global, Thomson One, Lava Color..., Intraday Confirms, Concur Outtask, Adobe Photoshop..., Photoshop, Microsoft Office, Event Management, Lightroom, Illustrator, Online Advertising, WordPress, Marketing Strategy, Social Media Marketing, Marketing, Lead Generation, Online Marketing, digital, Market Research, Strategy, Editing, FileMaker
Education
Ballyvaughan College of Art
Study Abroad
Northeastern University
Bachelor of Science (B.S.)
HubSpot June 2014 - Present
Harte Hanks October 2013 - May 2014
Aberdeen Group September 2012 - October 2013
Aberdeen Group February 2012 - September 2012
MIT January 2011 - September 2011
Stifel Nicolaus January 2010 - October 2010
Skills
Event Planning, Social Media, Special Events, Microsoft Office Suite..., Adobe Photoshop, Adobe Illustrator, Adobe Bridge, Adonis, ExpressionEngine, Wordpress, Bloomberg, FileMaker Pro 11, Oasys Global, Thomson One, Lava Color..., Intraday Confirms, Concur Outtask, Adobe Photoshop..., Photoshop, Microsoft Office, Event Management, Lightroom, Illustrator, Online Advertising, WordPress, Marketing Strategy, Social Media Marketing, Marketing, Lead Generation, Online Marketing, digital, Market Research, Strategy, Editing, FileMaker
Education
Ballyvaughan College of Art
Study Abroad
Northeastern University
Bachelor of Science (B.S.)
Christopher Raimondi Christopher Raimondi's Stifel Nicolaus Experience June 2010 - August 2010
Job Deal Advisory Senior Associate at KPMG LLP
Industry Financial Services
Experience
KPMG US September 2012 - Present
KPMG June 2011 - August 2011
Stifel Nicolaus June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Analysis, Investments, Risk Management, Budgets, Financial Services, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Business Process, Corporate Finance, Valuation, Finance, Portfolio Management, Microsoft Office, Microsoft Excel
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
KPMG US September 2012 - Present
KPMG June 2011 - August 2011
Stifel Nicolaus June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Analysis, Investments, Risk Management, Budgets, Financial Services, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Business Process, Corporate Finance, Valuation, Finance, Portfolio Management, Microsoft Office, Microsoft Excel
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Mario Pandolfo's Stifel Nicolaus Experience July 2007 - March 2012
Job Regional Vice President, Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2015 - Present
Invesco Ltd. April 2012 - July 2015
Stifel Nicolaus July 2007 - March 2012
Skills
Series 7, Series 66, Equities, Trading, Mutual Funds, Portfolio Management, Asset Allocation, Equity Trading, Finance, Options
Education
Missouri State University 2006 — 2010
Finance
St. John Vianney HS 2002 — 2006
Invesco Ltd. August 2015 - Present
Invesco Ltd. April 2012 - July 2015
Stifel Nicolaus July 2007 - March 2012
Skills
Series 7, Series 66, Equities, Trading, Mutual Funds, Portfolio Management, Asset Allocation, Equity Trading, Finance, Options
Education
Missouri State University 2006 — 2010
Finance
St. John Vianney HS 2002 — 2006
Jay Suskind Jay Suskind's Stifel Nicolaus Experience March 2007 - February 2009
Job Senior Vice President at HJ Sims
Industry Financial Services
Experience
HJ Sims 2013 - Present
Duncan-Williams, Inc. January 2010 - September 2011
Rutgers Business School May 2009 - September 2009
Stifel Nicolaus March 2007 - February 2009
Ryan Beck & Co. October 2003 - February 2007
Ryan Beck & Co. January 1997 - February 2007
Ryan Beck & Co. January 1996 - February 2007
Ryan Beck & Co. March 1993 - February 2007
Ryan Beck & Co. 1995 - 2003
Sherwood Securities 1991 - 1993
Skills
Capital Markets, Trading, Financial Markets, New Business Development, Securities, Executive Management, Business Development, Investments, Portfolio Management, Equities, Series 7, Investor Relations, Series 63, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Bonds, Investment Banking
Education
Rutgers Graduate Shool of Management
MBA, Finance/Management 1991
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics @ Rutgers College
HJ Sims 2013 - Present
Duncan-Williams, Inc. January 2010 - September 2011
Rutgers Business School May 2009 - September 2009
Stifel Nicolaus March 2007 - February 2009
Ryan Beck & Co. October 2003 - February 2007
Ryan Beck & Co. January 1997 - February 2007
Ryan Beck & Co. January 1996 - February 2007
Ryan Beck & Co. March 1993 - February 2007
Ryan Beck & Co. 1995 - 2003
Sherwood Securities 1991 - 1993
Skills
Capital Markets, Trading, Financial Markets, New Business Development, Securities, Executive Management, Business Development, Investments, Portfolio Management, Equities, Series 7, Investor Relations, Series 63, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Bonds, Investment Banking
Education
Rutgers Graduate Shool of Management
MBA, Finance/Management 1991
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics @ Rutgers College
Denise Wimmer Denise Wimmer's Stifel Nicolaus Experience 2007 - 2009
Job Sales Representative at Macktown Insurance Agency
Industry Insurance
Experience
Macktown Insurance Agency August 2012 - Present
Alliance Insurance Agency September 2009 - August 2012
Stifel Nicolaus 2007 - 2009
Wachovia Securities 2005 - 2007
Associated Bank 2002 - 2004
Skills
Sales, Insurance, Call Center, Sales Management, Customer Service, Small Business, New Business Development, Public Speaking, Strategic Planning, Life Insurance, Budgets, Team Building, Account Management, Microsoft Office, Property & Casualty...
Education
Northern Illinois University 1998 — 2000
Bachelor of Science, Finance
Rock Valley College 1996 — 1998
Associate of Arts
Boylan Catholic High School
Macktown Insurance Agency August 2012 - Present
Alliance Insurance Agency September 2009 - August 2012
Stifel Nicolaus 2007 - 2009
Wachovia Securities 2005 - 2007
Associated Bank 2002 - 2004
Skills
Sales, Insurance, Call Center, Sales Management, Customer Service, Small Business, New Business Development, Public Speaking, Strategic Planning, Life Insurance, Budgets, Team Building, Account Management, Microsoft Office, Property & Casualty...
Education
Northern Illinois University 1998 — 2000
Bachelor of Science, Finance
Rock Valley College 1996 — 1998
Associate of Arts
Boylan Catholic High School
Susan Monaco Susan Monaco's Stifel Nicolaus Experience April 2012 - Present
Job Sales Liaison at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 2012 - Present
Barclays Capital September 2007 - August 2011
Barclays Capital March 2004 - September 2007
Barclays Capital November 2000 - March 2004
PRUDENTIAL SECURITIES January 1983 - January 2000
Prudential Securities 1996 - 1998
Prudential Securities 1980 - 1983
Skills
Middle Office, Client Service, Fixed Income, Series 63, Corporates, Series 7, Bonds, Bloomberg, Emerging Markets, CMBS, CDS, MBS, FX
Education
Pace University 1979 — 1982
B.A., Marketing
Stifel Nicolaus April 2012 - Present
Barclays Capital September 2007 - August 2011
Barclays Capital March 2004 - September 2007
Barclays Capital November 2000 - March 2004
PRUDENTIAL SECURITIES January 1983 - January 2000
Prudential Securities 1996 - 1998
Prudential Securities 1980 - 1983
Skills
Middle Office, Client Service, Fixed Income, Series 63, Corporates, Series 7, Bonds, Bloomberg, Emerging Markets, CMBS, CDS, MBS, FX
Education
Pace University 1979 — 1982
B.A., Marketing
Nathan Mix Nathan Mix's Stifel Nicolaus Experience May 2008 - August 2008
Job Office Manager
Industry Insurance
Experience
My Eye Dr April 2011 - Present
Stifel Nicolaus May 2008 - August 2008
Education
Miami University 2004 — 2009
BA, Statistics
My Eye Dr April 2011 - Present
Stifel Nicolaus May 2008 - August 2008
Education
Miami University 2004 — 2009
BA, Statistics
Patrick O'Rourke, CFA Patrick O'Rourke, CFA's Stifel Nicolaus Experience May 2011 - August 2013
Job Oil & Gas Equity Research Analyst at AltaCorp Capital
Industry Investment Management
Experience
AltaCorp Capital September 2013 - Present
Stifel Nicolaus May 2011 - August 2013
Bissett Investment Management, Franklin Templeton Institutional October 2007 - May 2011
Education
McMaster University 2001 — 2005
Bachelors, Economics and Statistics
CFA Institute
CFA Charterholder
AltaCorp Capital September 2013 - Present
Stifel Nicolaus May 2011 - August 2013
Bissett Investment Management, Franklin Templeton Institutional October 2007 - May 2011
Education
McMaster University 2001 — 2005
Bachelors, Economics and Statistics
CFA Institute
CFA Charterholder
Scott Sundhausen Scott Sundhausen's Stifel Nicolaus Experience March 2011 - Present
Job International Broker and Cashiering Technician at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2011 - Present
Fiduciary Asset Management June 2008 - May 2010
Reuters January 2006 - September 2007
Bridge Trading a Reuters Company June 2003 - September 2005
Bridge Trading a Reuters Company December 2000 - June 2003
Skills
PowerPoint, Outlook, Windows, Microsoft Word, DOS, Mainframe, Microsoft Excel, Financial Analysis, Process Improvement, Risk Management, Microsoft Office, Access, Analysis, Customer Service, Business Analysis, Software Documentation, Accounting
Education
University of Missouri-Saint Louis 1982 — 1984
Northwest Missouri State University 1980 — 1981
Accounting
Stifel Nicolaus March 2011 - Present
Fiduciary Asset Management June 2008 - May 2010
Reuters January 2006 - September 2007
Bridge Trading a Reuters Company June 2003 - September 2005
Bridge Trading a Reuters Company December 2000 - June 2003
Skills
PowerPoint, Outlook, Windows, Microsoft Word, DOS, Mainframe, Microsoft Excel, Financial Analysis, Process Improvement, Risk Management, Microsoft Office, Access, Analysis, Customer Service, Business Analysis, Software Documentation, Accounting
Education
University of Missouri-Saint Louis 1982 — 1984
Northwest Missouri State University 1980 — 1981
Accounting
Bart Lissner Bart Lissner's Stifel Nicolaus Experience December 2009 - January 2012
Job CMO Trader at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2012 - January 2013
Stifel Nicolaus December 2009 - January 2012
Acropolis Investment Management, LLC August 2009 - November 2009
Cantor Fitzgerald March 2008 - May 2009
RED BULL ENERGY DRINK August 2004 - March 2008
Skills
Bloomberg, Excel, Thomson One, Beta Systems, Morningstar, VBA, SQL, SQL Reporting, Series 7, Series 63, Microsoft Excel
Education
Webster University 2010 — 2012
MS, Finance
Saint Louis University 2003 — 2007
BA, Urban Affairs
DeSMET Jesuit H.S. 1999 — 2003
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2012 - January 2013
Stifel Nicolaus December 2009 - January 2012
Acropolis Investment Management, LLC August 2009 - November 2009
Cantor Fitzgerald March 2008 - May 2009
RED BULL ENERGY DRINK August 2004 - March 2008
Skills
Bloomberg, Excel, Thomson One, Beta Systems, Morningstar, VBA, SQL, SQL Reporting, Series 7, Series 63, Microsoft Excel
Education
Webster University 2010 — 2012
MS, Finance
Saint Louis University 2003 — 2007
BA, Urban Affairs
DeSMET Jesuit H.S. 1999 — 2003
James Rhea James Rhea's Stifel Nicolaus Experience May 1995 - February 2001
Job Finance Professional
Industry Financial Services
Experience
PNC Bank January 2010 - January 2015
HomeStar February 2001 - December 2009
Stifel Nicolaus May 1995 - February 2001
Skills
Real Estate, Portfolio Management, Finance, Property Management, Commercial Real Estate, Underwriting, Mortgage Banking, Negotiation, Cash Management, Loans, Credit Analysis, Banking, Team Building, Refinance, Small Business, Loan Origination, Mergers & Acquisitions, Commercial Lending, Credit
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA
Slippery Rock University of Pennsylvania 1981 — 1985
BS Business Administration, Finance
PNC Bank January 2010 - January 2015
HomeStar February 2001 - December 2009
Stifel Nicolaus May 1995 - February 2001
Skills
Real Estate, Portfolio Management, Finance, Property Management, Commercial Real Estate, Underwriting, Mortgage Banking, Negotiation, Cash Management, Loans, Credit Analysis, Banking, Team Building, Refinance, Small Business, Loan Origination, Mergers & Acquisitions, Commercial Lending, Credit
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA
Slippery Rock University of Pennsylvania 1981 — 1985
BS Business Administration, Finance
J.B. Ricks J.B. Ricks's Stifel Nicolaus Experience June 2007 - Present
Job
Industry Financial Services
Experience
Stifel Nicolaus June 2007 - Present
Skills
Investments, Portfolio Management
Education
Michigan State University 1998 — 2002
B.A.
Traverse City West High 1994 — 1998
Diploma
Stifel Nicolaus June 2007 - Present
Skills
Investments, Portfolio Management
Education
Michigan State University 1998 — 2002
B.A.
Traverse City West High 1994 — 1998
Diploma
Christopher Mundwiller Christopher Mundwiller's Stifel Nicolaus Experience 1988 - 1990
Job Vice President of Finance
Industry Wholesale
Experience
Master Electronics April 2015 - Present
Master International Corporation and Related Companies August 1996 - Present
Christopher D. Mundwiller, CPA 1996 - Present
Kellogg & Andelson 1990 - 1996
Stifel Nicolaus 1988 - 1990
Budget Rent a Car Corporation 1986 - 1988
Price Waterhouse 1984 - 1986
Skills
Accounting, Financial Reporting, GAAP, Cash Flow Forecasting, Internal Controls, Cash Management, General Ledger, Variance Analysis, CPA, Auditing, Financial Analysis, Income Tax, Account Reconciliation, Financial Accounting, Capital Budgeting, Forecasting, Financial Statements, Corporate Tax, Finance, US GAAP
Education
Saint Louis University 1980 — 1984
BS in BA, Accounting, Magna Cum Laude
Duchesne High School 1977 — 1980
Master Electronics April 2015 - Present
Master International Corporation and Related Companies August 1996 - Present
Christopher D. Mundwiller, CPA 1996 - Present
Kellogg & Andelson 1990 - 1996
Stifel Nicolaus 1988 - 1990
Budget Rent a Car Corporation 1986 - 1988
Price Waterhouse 1984 - 1986
Skills
Accounting, Financial Reporting, GAAP, Cash Flow Forecasting, Internal Controls, Cash Management, General Ledger, Variance Analysis, CPA, Auditing, Financial Analysis, Income Tax, Account Reconciliation, Financial Accounting, Capital Budgeting, Forecasting, Financial Statements, Corporate Tax, Finance, US GAAP
Education
Saint Louis University 1980 — 1984
BS in BA, Accounting, Magna Cum Laude
Duchesne High School 1977 — 1980
Christopher Farnham Christopher Farnham's Stifel Nicolaus Experience May 2014 - Present
Job Equity Research Associate at Northcoast Research
Industry Financial Services
Experience
Northcoast Research October 2014 - Present
Stifel Nicolaus May 2014 - Present
Skills
Financial Analysis, Financial Modeling, Finance, Bloomberg
Education
Miami University 2010 — 2014
Bachelor's degree, Finance, General
Bay High School
Northcoast Research October 2014 - Present
Stifel Nicolaus May 2014 - Present
Skills
Financial Analysis, Financial Modeling, Finance, Bloomberg
Education
Miami University 2010 — 2014
Bachelor's degree, Finance, General
Bay High School
Vince Sbarra Vince Sbarra's Stifel Nicolaus Experience 2005 - 2007
Job District Account Manager at Engrade, Inc.
Industry Education Management
Experience
Engrade - a division of McGraw Hill Education December 2013 - Present
Baltimore City Public Schools August 2013 - November 2013
Baltimore City Public Schools June 2009 - August 2013
Legg Mason 1999 - 2008
Stifel Nicolaus 2005 - 2007
Alex Brown 1996 - 1999
Skills
Vendor Management, Management, Microsoft Office, Leadership, Project Management, Public Speaking, Disaster Recovery, Data Center, Process Improvement, System Administration, Training, Troubleshooting, Recruiting, Teaching, Coaching, IT Management, Data Analysis, Interviews, Program Management, Team Leadership, Strategic Planning, Marketing, Analysis, Business Analysis, Customer Service, Staff Development, Team Management, Microsoft Excel, Social Networking, Educational Technology, Elementary Education, Education, Educational Leadership, Networking, Organizational..., Fundraising, Curriculum Design, E-Learning, Nonprofits
Education
Monmouth University 1990 — 1994
MBA, Business
University of Scranton 1984 — 1988
BS, Computer Science
Engrade - a division of McGraw Hill Education December 2013 - Present
Baltimore City Public Schools August 2013 - November 2013
Baltimore City Public Schools June 2009 - August 2013
Legg Mason 1999 - 2008
Stifel Nicolaus 2005 - 2007
Alex Brown 1996 - 1999
Skills
Vendor Management, Management, Microsoft Office, Leadership, Project Management, Public Speaking, Disaster Recovery, Data Center, Process Improvement, System Administration, Training, Troubleshooting, Recruiting, Teaching, Coaching, IT Management, Data Analysis, Interviews, Program Management, Team Leadership, Strategic Planning, Marketing, Analysis, Business Analysis, Customer Service, Staff Development, Team Management, Microsoft Excel, Social Networking, Educational Technology, Elementary Education, Education, Educational Leadership, Networking, Organizational..., Fundraising, Curriculum Design, E-Learning, Nonprofits
Education
Monmouth University 1990 — 1994
MBA, Business
University of Scranton 1984 — 1988
BS, Computer Science
Alfonso Bigeriego Patiño's Stifel Nicolaus Experience 2011 - 2011
Job Partner at Soccer for Future
Industry Sports
Experience
Soccer for Future January 2012 - Present
Boston International Real Estate (B.I.R.E.) January 2012 - Present
Stifel Nicolaus 2011 - 2011
Education
Suffolk University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship
University of Massachusetts Boston 2009 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Soccer for Future January 2012 - Present
Boston International Real Estate (B.I.R.E.) January 2012 - Present
Stifel Nicolaus 2011 - 2011
Education
Suffolk University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship
University of Massachusetts Boston 2009 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
David Hamerling David Hamerling's Stifel Nicolaus Experience July 2007 - June 2010
Job Manager, Corporate Strategy at Quintiles
Industry Pharmaceuticals
Experience
Quintiles December 2014 - Present
Three-Ships July 2014 - December 2014
Incline Equity Partners October 2011 - May 2013
PNC Equity Partners July 2010 - October 2011
Stifel Nicolaus July 2007 - June 2010
Skills
Private Equity, Buyouts, Investment Banking, Leveraged Finance, Equities, Valuation, LBO, Financial Modeling, Due Diligence, Mergers & Acquisitions, M&A experience, Business Valuation, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.)
The College of William and Mary 2003 — 2007
BBA, Finance
Quintiles December 2014 - Present
Three-Ships July 2014 - December 2014
Incline Equity Partners October 2011 - May 2013
PNC Equity Partners July 2010 - October 2011
Stifel Nicolaus July 2007 - June 2010
Skills
Private Equity, Buyouts, Investment Banking, Leveraged Finance, Equities, Valuation, LBO, Financial Modeling, Due Diligence, Mergers & Acquisitions, M&A experience, Business Valuation, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.)
The College of William and Mary 2003 — 2007
BBA, Finance
Todd Dobiszewski's Stifel Nicolaus Experience May 2010 - August 2010
Job Business Support Specialist at Apple Federal Credit Union
Industry Financial Services
Experience
Apple Federal Credit Union June 2013 - Present
Corcentric July 2012 - October 2012
Corporate Executive Board March 2012 - May 2012
Summit Volunteer First Aid Squad October 2007 - January 2011
Stifel Nicolaus May 2010 - August 2010
Lutherstadt Wittenberg Marketing Company January 2010 - April 2010
Education
The Leucorea (Lutherstadt-Wittenberg, Germany) 2010 — 2010
Business Administration, Philosophy, History, English
Roanoke College 2008 — 2010
Bachelor's of Business Administration, Business Administration, Marketing
New Jersey Institute of Technology - School of Management 2007 — 2008
Bachelor's of Science, Business
Apple Federal Credit Union June 2013 - Present
Corcentric July 2012 - October 2012
Corporate Executive Board March 2012 - May 2012
Summit Volunteer First Aid Squad October 2007 - January 2011
Stifel Nicolaus May 2010 - August 2010
Lutherstadt Wittenberg Marketing Company January 2010 - April 2010
Education
The Leucorea (Lutherstadt-Wittenberg, Germany) 2010 — 2010
Business Administration, Philosophy, History, English
Roanoke College 2008 — 2010
Bachelor's of Business Administration, Business Administration, Marketing
New Jersey Institute of Technology - School of Management 2007 — 2008
Bachelor's of Science, Business
Colleen Keane Colleen Keane's Stifel Nicolaus Experience September 2011 - November 2012
Job Planner, Client Strategy at R2C Group
Industry Marketing and Advertising
Experience
R2C Group July 2015 - Present
R2C Group February 2014 - July 2015
R2C Group November 2012 - February 2014
Stifel Nicolaus September 2011 - November 2012
The Star Group June 2011 - November 2011
Telephonic Research Operation September 2009 - May 2011
Office of Human Resources - Saint Joseph's University June 2010 - August 2010
Stifel Nicolaus May 2008 - January 2009
Skills
Research, Interviews, Social Media, Facebook, Social Media Marketing, Microsoft Office, Marketing, PowerPoint, Social Networking, Microsoft Excel, Marketing Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
BS, Marketing Communications
Mount Saint Joseph Academy 2003 — 2007
R2C Group July 2015 - Present
R2C Group February 2014 - July 2015
R2C Group November 2012 - February 2014
Stifel Nicolaus September 2011 - November 2012
The Star Group June 2011 - November 2011
Telephonic Research Operation September 2009 - May 2011
Office of Human Resources - Saint Joseph's University June 2010 - August 2010
Stifel Nicolaus May 2008 - January 2009
Skills
Research, Interviews, Social Media, Facebook, Social Media Marketing, Microsoft Office, Marketing, PowerPoint, Social Networking, Microsoft Excel, Marketing Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
BS, Marketing Communications
Mount Saint Joseph Academy 2003 — 2007
Kevin Lee Hon Siong, CFA Kevin Lee Hon Siong, CFA's Stifel Nicolaus Experience May 2012 - Present
Job Associate Equity Research Analyst at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Nicolaus May 2012 - Present
RBC Royal Bank January 2012 - May 2012
RBC Royal Bank July 2010 - December 2011
Capgemini January 2010 - July 2010
Capgemini August 2007 - January 2010
ExxonMobil May 2005 - August 2006
Education
Queen's University
Bachelor of Applied Science, Computer Engineering with Professional Internship
Stifel Nicolaus May 2012 - Present
RBC Royal Bank January 2012 - May 2012
RBC Royal Bank July 2010 - December 2011
Capgemini January 2010 - July 2010
Capgemini August 2007 - January 2010
ExxonMobil May 2005 - August 2006
Education
Queen's University
Bachelor of Applied Science, Computer Engineering with Professional Internship
Scott Altena's Stifel Nicolaus Experience May 2012 - August 2012
Job Finance
Industry Financial Services
Experience
Stifel Nicolaus May 2012 - August 2012
Skills
Financial Services, Communication, Microsoft Excel, Microsoft Word, Customer Service, Financial Risk, Financial Analysis, Series 63, Data Entry, Microsoft Office, Finance
Education
Purdue University 2008 — 2013
Bachelor's degree, Financial Counseling and Planning, GPA 3.3-4.0
Stifel Nicolaus May 2012 - August 2012
Skills
Financial Services, Communication, Microsoft Excel, Microsoft Word, Customer Service, Financial Risk, Financial Analysis, Series 63, Data Entry, Microsoft Office, Finance
Education
Purdue University 2008 — 2013
Bachelor's degree, Financial Counseling and Planning, GPA 3.3-4.0
E. Robin Landry E. Robin Landry's Stifel Nicolaus Experience February 1979 - June 1994
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Investment Management
Experience
Landry Asset Management LLC. An Independent Firm June 1998 - Present
Raymond James June 1998 - Present
Capital West June 1994 - June 1998
Stifel Nicolaus February 1979 - June 1994
Merrill Lynch September 1975 - February 1979
Skills
Asset Management
Education
Oklahoma State University 1969 — 1974
BS, MBA, Broadcast Journalism, Marketing, Finance
Landry Asset Management LLC. An Independent Firm June 1998 - Present
Raymond James June 1998 - Present
Capital West June 1994 - June 1998
Stifel Nicolaus February 1979 - June 1994
Merrill Lynch September 1975 - February 1979
Skills
Asset Management
Education
Oklahoma State University 1969 — 1974
BS, MBA, Broadcast Journalism, Marketing, Finance
Ikeogu Imo Ikeogu Imo's Stifel Nicolaus Experience June 2010 - August 2010
Job Financial Analyst at The Bozzuto Group
Industry Real Estate
Experience
The Bozzuto Group November 2014 - Present
Prudential Capital Group July 2011 - 2014
Stifel Nicolaus June 2010 - August 2010
Fleishman-Hillard July 2007 - December 2008
Rice University April 2006 - July 2006
U.S. Senate June 2004 - August 2004
Skills
Financial Modeling, Private Equity, Portfolio Management, Investments, Analysis, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mezzanine, Capital Markets, Business Development, Strategy
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Gen. Mgmt, Finance
Rice University 2003 — 2007
B.A, Political Science, Economic Development, Policy Studies
Université de Pau et des Pays de l'Adour 2004 — 2005
French, Comm., Culinary studies
The Bozzuto Group November 2014 - Present
Prudential Capital Group July 2011 - 2014
Stifel Nicolaus June 2010 - August 2010
Fleishman-Hillard July 2007 - December 2008
Rice University April 2006 - July 2006
U.S. Senate June 2004 - August 2004
Skills
Financial Modeling, Private Equity, Portfolio Management, Investments, Analysis, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mezzanine, Capital Markets, Business Development, Strategy
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Gen. Mgmt, Finance
Rice University 2003 — 2007
B.A, Political Science, Economic Development, Policy Studies
Université de Pau et des Pays de l'Adour 2004 — 2005
French, Comm., Culinary studies
Michelle Harley Michelle Harley's Stifel Nicolaus Experience May 2009 - Present
Job Registered Client Service Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus May 2009 - Present
Backyard Radio October 2007 - November 2011
Smith Barney February 1986 - May 2009
Skills
Series 7, Series 63, Series 8, Financial Services, FINRA, Investments, Strategic Financial..., Credit, Banking, Investment Management, ETFs, Estate Planning, Investment Banking, Financial Analysis, Asset Management, Capital Markets, Financial Markets, Series 6, Wealth Management..., Bloomberg, Trading, Hedge Funds, Portfolio Management, Securities, Mutual Funds, Wealth Management
Education
Montana State University-Bozeman
Business
Stifel Nicolaus May 2009 - Present
Backyard Radio October 2007 - November 2011
Smith Barney February 1986 - May 2009
Skills
Series 7, Series 63, Series 8, Financial Services, FINRA, Investments, Strategic Financial..., Credit, Banking, Investment Management, ETFs, Estate Planning, Investment Banking, Financial Analysis, Asset Management, Capital Markets, Financial Markets, Series 6, Wealth Management..., Bloomberg, Trading, Hedge Funds, Portfolio Management, Securities, Mutual Funds, Wealth Management
Education
Montana State University-Bozeman
Business
Tyson Giger, CTFA Tyson Giger, CTFA's Stifel Nicolaus Experience March 2008 - November 2008
Job Wealth Management Consultant – Investment Management, Wealth Planning, Trust Administration
Industry Financial Services
Experience
The Commerce Trust Company March 2015 - Present
Edward Jones June 2012 - March 2015
U.S. Bank's Private Client Group January 2011 - July 2012
SCB Wealth Management November 2008 - December 2010
Stifel Nicolaus March 2008 - November 2008
Stifel Nicolaus May 2004 - March 2008
Regions Financial Corporation October 2003 - May 2004
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Investment Strategies, Investment Advisory, Investment Management, Financial Services, Estate Planning, Financial Advisory, Finance, Due Diligence, Banking, Financial Analysis, Private Banking, Series 7, Trust Services
Education
Southern Illinois University, Edwardsville 2002 — 2004
Business Administration, Finance
The Commerce Trust Company March 2015 - Present
Edward Jones June 2012 - March 2015
U.S. Bank's Private Client Group January 2011 - July 2012
SCB Wealth Management November 2008 - December 2010
Stifel Nicolaus March 2008 - November 2008
Stifel Nicolaus May 2004 - March 2008
Regions Financial Corporation October 2003 - May 2004
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Investment Strategies, Investment Advisory, Investment Management, Financial Services, Estate Planning, Financial Advisory, Finance, Due Diligence, Banking, Financial Analysis, Private Banking, Series 7, Trust Services
Education
Southern Illinois University, Edwardsville 2002 — 2004
Business Administration, Finance
Ashleigh Kester Ashleigh Kester's Stifel Nicolaus Experience August 2009 - November 2013
Job Retirement Specialist
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Morgan Stanley Wealth Management March 2014 - May 2015
Wells Fargo Advisors November 2013 - March 2014
Stifel Nicolaus August 2009 - November 2013
JPMorgan Chase August 2008 - August 2009
Skills
Series 7, Series 63, Finance, Mutual Funds, Equities, Loans, Sales, Asset Allocation, Business Analysis, Retirement Planning, Wealth Management, Securities, Accounting, Portfolio Management, Retirement, Financial Services, Financial Advisory, Investments, IRAs, 401k, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Asset Management
Education
DeVry University 2011 — 2016
Bachelor's degree, Finance
Specs Howard School of Media Arts 2005 — 2006
Associates in Media Arts, Television News Broadcasting
MassMutual Financial Group June 2015 - Present
Morgan Stanley Wealth Management March 2014 - May 2015
Wells Fargo Advisors November 2013 - March 2014
Stifel Nicolaus August 2009 - November 2013
JPMorgan Chase August 2008 - August 2009
Skills
Series 7, Series 63, Finance, Mutual Funds, Equities, Loans, Sales, Asset Allocation, Business Analysis, Retirement Planning, Wealth Management, Securities, Accounting, Portfolio Management, Retirement, Financial Services, Financial Advisory, Investments, IRAs, 401k, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Asset Management
Education
DeVry University 2011 — 2016
Bachelor's degree, Finance
Specs Howard School of Media Arts 2005 — 2006
Associates in Media Arts, Television News Broadcasting
Kim Hawkins's Stifel Nicolaus Experience September 2008 - April 2011
Job VP, Sr. Recruiting Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus September 2008 - April 2011
Ralcorp Holdings April 2008 - September 2008
The Bi-State Develpment Agency dba Metro March 2000 - April 2008
Skills
Employee Relations, Talent Acquisition, Employment Law, Human Resources, HRIS, Recruiting, Policy, Leadership, Talent Management, Applicant Tracking..., Employee Benefits, Management, Onboarding, Succession Planning, Team Building, Interviews, Coaching, Payroll, Training, Microsoft Office, College Recruiting
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.)
University of Missouri-Saint Louis
Certificate, Human Resources Management
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus September 2008 - April 2011
Ralcorp Holdings April 2008 - September 2008
The Bi-State Develpment Agency dba Metro March 2000 - April 2008
Skills
Employee Relations, Talent Acquisition, Employment Law, Human Resources, HRIS, Recruiting, Policy, Leadership, Talent Management, Applicant Tracking..., Employee Benefits, Management, Onboarding, Succession Planning, Team Building, Interviews, Coaching, Payroll, Training, Microsoft Office, College Recruiting
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.)
University of Missouri-Saint Louis
Certificate, Human Resources Management
Pamela Abrahams's Stifel Nicolaus Experience June 2009 - August 2009
Job Senior Associate, Service Insights at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance June 2013 - November 2014
Liberty Mutual Insurance July 2012 - December 2012
John Hancock Financial Services September 2010 - December 2011
EMC Corporation January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
CBS Corporation July 2009 - September 2009
Stifel Nicolaus June 2009 - August 2009
IAC Consumer Applications and Portals (formerly AskJeeves.com) June 2008 - August 2008
Skills
Analytics, Microsoft Excel, Microsoft PowerPoint, Recruiting, Process Improvement, Insurance, Training, Talent Management, Finance, Management, Marketing, Customer Service, College Recruiting, Taleo, Talent Acquisition, Applicant Tracking..., Onboarding, Interviews, Program Management, Microsoft Word, SAS, Project Management
Education
Northeastern University 2008 — 2012
Candidate for Bachelor of Science in Business Administration, Finance & Management
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance June 2013 - November 2014
Liberty Mutual Insurance July 2012 - December 2012
John Hancock Financial Services September 2010 - December 2011
EMC Corporation January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - July 2010
CBS Corporation July 2009 - September 2009
Stifel Nicolaus June 2009 - August 2009
IAC Consumer Applications and Portals (formerly AskJeeves.com) June 2008 - August 2008
Skills
Analytics, Microsoft Excel, Microsoft PowerPoint, Recruiting, Process Improvement, Insurance, Training, Talent Management, Finance, Management, Marketing, Customer Service, College Recruiting, Taleo, Talent Acquisition, Applicant Tracking..., Onboarding, Interviews, Program Management, Microsoft Word, SAS, Project Management
Education
Northeastern University 2008 — 2012
Candidate for Bachelor of Science in Business Administration, Finance & Management
Veni Dhir's Stifel Nicolaus Experience June 2011 - August 2011
Job Associate at J.H. Whitney
Industry Financial Services
Experience
Houlihan Lokey August 2013 - July 2015
Morgan Stanley Investment Management June 2012 - July 2013
Stifel Nicolaus June 2011 - August 2011
Barclays Wealth June 2011 - June 2011
PwC February 2009 - April 2009
Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation
Education
University of Virginia 2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics
London School of Economics and Political Science 2010 — 2010
Summer School
Raffles Junior College 2007 — 2008
GCE 'A' levels
Houlihan Lokey August 2013 - July 2015
Morgan Stanley Investment Management June 2012 - July 2013
Stifel Nicolaus June 2011 - August 2011
Barclays Wealth June 2011 - June 2011
PwC February 2009 - April 2009
Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation
Education
University of Virginia 2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics
London School of Economics and Political Science 2010 — 2010
Summer School
Raffles Junior College 2007 — 2008
GCE 'A' levels
Olivia Clayton Olivia Clayton's Stifel Nicolaus Experience July 2011 - August 2012
Job Recruiting Manager at Groupe Insearch
Industry Financial Services
Experience
Groupe Insearch February 2015 - Present
California People Search, Inc. October 2014 - February 2015
GET-Private Biotech Startup April 2014 - February 2015
Carrick Capital Partners January 2013 - April 2014
Stifel Nicolaus July 2011 - August 2012
RS Investments 2004 - 2009
Credit Suisse 2000 - 2004
Paine Webber 1995 - 2000
Skills
Equities, Series 7, Investments, Private Equity, Capital Markets, Hedge Funds, Asset Management, Securities, Investment Banking, Alternative Investments, Asset Managment, Asset Allocation, Valuation
Education
Santa Rosa Junior College
Groupe Insearch February 2015 - Present
California People Search, Inc. October 2014 - February 2015
GET-Private Biotech Startup April 2014 - February 2015
Carrick Capital Partners January 2013 - April 2014
Stifel Nicolaus July 2011 - August 2012
RS Investments 2004 - 2009
Credit Suisse 2000 - 2004
Paine Webber 1995 - 2000
Skills
Equities, Series 7, Investments, Private Equity, Capital Markets, Hedge Funds, Asset Management, Securities, Investment Banking, Alternative Investments, Asset Managment, Asset Allocation, Valuation
Education
Santa Rosa Junior College
Mitchell McKee's Stifel Nicolaus Experience February 2015 - Present
Job Desktop Support at Stifel Nicolaus
Industry Information Technology and Services
Experience
Stifel Nicolaus February 2015 - Present
Barnes Jewish Hospital September 2012 - February 2015
Wells Fargo Advisors December 2009 - September 2012
Skills
Software Documentation, Troubleshooting, Vendor Management, Visio
Education
Ranken Technical College 2007 — 2009
Associate's Degree, Computer Systems Networking and Telecommunications, 3.74 GPA
Stifel Nicolaus February 2015 - Present
Barnes Jewish Hospital September 2012 - February 2015
Wells Fargo Advisors December 2009 - September 2012
Skills
Software Documentation, Troubleshooting, Vendor Management, Visio
Education
Ranken Technical College 2007 — 2009
Associate's Degree, Computer Systems Networking and Telecommunications, 3.74 GPA
Brittany Battaglia Brittany Battaglia's Stifel Nicolaus Experience July 2008 - April 2015
Job Sales Ast at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2008 - April 2015
National Securities September 2006 - July 2008
Life Time Fitness September 2003 - September 2006
Skills
Marketing, Social Media, Sales, Advertising, Marketing Communications, Account Management, Online Advertising, Social Media Marketing, Customer Service, Email Marketing, Microsoft Office
Education
Moraine Valley Community College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stifel Nicolaus July 2008 - April 2015
National Securities September 2006 - July 2008
Life Time Fitness September 2003 - September 2006
Skills
Marketing, Social Media, Sales, Advertising, Marketing Communications, Account Management, Online Advertising, Social Media Marketing, Customer Service, Email Marketing, Microsoft Office
Education
Moraine Valley Community College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marissa Vizziello Marissa Vizziello's Stifel Nicolaus Experience January 2014 - May 2015
Job Suffolk Law Student
Industry Financial Services
Experience
Stifel Nicolaus January 2014 - May 2015
Jimmies of Savin Rock October 2006 - December 2013
Beirne Wealth Consulting (BWC) May 2013 - August 2013
Waterbury State's Attorney's Office January 2012 - May 2012
New Haven State's Attorney's Office August 2011 - December 2011
Skills
Criminal Law, Legal Research, CRM
Education
Quinnipiac University 2010 — 2013
Bachelor of Arts (B.A.), Criminal Justice
Stifel Nicolaus January 2014 - May 2015
Jimmies of Savin Rock October 2006 - December 2013
Beirne Wealth Consulting (BWC) May 2013 - August 2013
Waterbury State's Attorney's Office January 2012 - May 2012
New Haven State's Attorney's Office August 2011 - December 2011
Skills
Criminal Law, Legal Research, CRM
Education
Quinnipiac University 2010 — 2013
Bachelor of Arts (B.A.), Criminal Justice
Colton Hock's Stifel Nicolaus Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Stifel Nicolaus June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, Leadership, PowerPoint, Sales
Education
Stanford University 2014 — 2018
Bachelor of Science (B.S.), Science, Technology and Society, Freshman
Bloomsburg High School 2010 — 2014
Stifel Nicolaus June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, Leadership, PowerPoint, Sales
Education
Stanford University 2014 — 2018
Bachelor of Science (B.S.), Science, Technology and Society, Freshman
Bloomsburg High School 2010 — 2014
Sarah Hoff Sarah Hoff's Stifel Nicolaus Experience January 2007 - June 2010
Job President of Sliding Edge Corporation www.slidingedgecorp.com
Industry Packaging and Containers
Experience
Sliding Edge Corporation June 2014 - Present
Chesapeake Employers' Insurance Company February 2012 - January 2014
Stifel Nicolaus January 2007 - June 2010
T. Rowe Price November 1998 - May 2006
Dart Group November 1996 - November 1998
Baltimore Gas & Electric November 1995 - November 1996
British Gas Tunisia Limited February 1992 - November 1995
Education
Stanford University
Advanced Project Management
Purdue University
Computer Science
PMLG
IT Certified Project Manager
Sliding Edge Corporation June 2014 - Present
Chesapeake Employers' Insurance Company February 2012 - January 2014
Stifel Nicolaus January 2007 - June 2010
T. Rowe Price November 1998 - May 2006
Dart Group November 1996 - November 1998
Baltimore Gas & Electric November 1995 - November 1996
British Gas Tunisia Limited February 1992 - November 1995
Education
Stanford University
Advanced Project Management
Purdue University
Computer Science
PMLG
IT Certified Project Manager
Brittany Winfield Brittany Winfield's Stifel Nicolaus Experience May 2010 - August 2010
Job Hostess at The Yacht Week
Industry Hospitality
Experience
The Yacht Week 2015 - Present
KPMG US October 2014 - January 2015
KPMG US October 2012 - September 2014
Roberts Communications May 2011 - August 2011
Stifel Nicolaus May 2010 - August 2010
Skills
Research, Microsoft Excel, Teamwork
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor of Science (BS), Accounting
The Yacht Week 2015 - Present
KPMG US October 2014 - January 2015
KPMG US October 2012 - September 2014
Roberts Communications May 2011 - August 2011
Stifel Nicolaus May 2010 - August 2010
Skills
Research, Microsoft Excel, Teamwork
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor of Science (BS), Accounting
Andrea Bueno Andrea Bueno's Stifel Nicolaus Experience 2010 - Present
Job Sales Assistant at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2010 - Present
Thomas Weisel Partners 2005 - 2010
UBS 1999 - 2005
Skills
Asset Management, Series 63, Investment Banking, Investments, Electronic Trading, Trading, Portfolio Management, FINRA, Fixed Income, Hedge Funds, Series 7, Capital Markets, Securities, Alternative Investments, Equities, Equity Trading, Financial Modeling, Bloomberg, Options
Education
San Jose State University 1996 — 2000
Stifel Nicolaus 2010 - Present
Thomas Weisel Partners 2005 - 2010
UBS 1999 - 2005
Skills
Asset Management, Series 63, Investment Banking, Investments, Electronic Trading, Trading, Portfolio Management, FINRA, Fixed Income, Hedge Funds, Series 7, Capital Markets, Securities, Alternative Investments, Equities, Equity Trading, Financial Modeling, Bloomberg, Options
Education
San Jose State University 1996 — 2000
Jeffrey Vernier Jeffrey Vernier's Stifel Nicolaus Experience August 2008 - August 2014
Job Sr. Network Engineer at Centene Corporation
Industry Information Technology and Services
Experience
Centene Corporation August 2014 - Present
Stifel Nicolaus August 2008 - August 2014
Wisper ISP January 2007 - May 2007
datotel 2005 - 2007
IE Communicatons January 2001 - December 2004
Skills
Cisco Technologies, VoIP, Networking, Asterisk, Telephony, DHCP, Firewalls, High Availability, DNS, Active Directory, Microsoft Exchange, Cisco ACS, Network Security, RADIUS, TACACS+, Datacenter..., Embedded Systems, Enterprise Wireless, Cisco Wireless, Network Load Balancing, Citrix Netscaler, Microcontrollers, Network Identiy Services, Technical Support, Computer Hardware, Virtualization, Linux, VMware, Xen Server, Disaster Recovery, Troubleshooting, Routing, Wireless Networking, Hardware, Security, Wireless, VPN, WAN, TCP/IP, Data Center
Education
Ranken Technical College 2005 — 2007
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Centene Corporation August 2014 - Present
Stifel Nicolaus August 2008 - August 2014
Wisper ISP January 2007 - May 2007
datotel 2005 - 2007
IE Communicatons January 2001 - December 2004
Skills
Cisco Technologies, VoIP, Networking, Asterisk, Telephony, DHCP, Firewalls, High Availability, DNS, Active Directory, Microsoft Exchange, Cisco ACS, Network Security, RADIUS, TACACS+, Datacenter..., Embedded Systems, Enterprise Wireless, Cisco Wireless, Network Load Balancing, Citrix Netscaler, Microcontrollers, Network Identiy Services, Technical Support, Computer Hardware, Virtualization, Linux, VMware, Xen Server, Disaster Recovery, Troubleshooting, Routing, Wireless Networking, Hardware, Security, Wireless, VPN, WAN, TCP/IP, Data Center
Education
Ranken Technical College 2005 — 2007
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Dale Rossan Dale Rossan's Stifel Nicolaus Experience 1998 - 2001
Job Managed Hosting and Infrastructure Sales
Industry Information Technology and Services
Experience
Connectria Hosting 2014 - Present
Thomson Reuters 2008 - 2014
Xiolink LLC. 2004 - 2008
Pritchard Osborne Business Systems 2001 - 2004
Stifel, Nicolaus 1998 - 2001
Skills
Data Center, Sales, Business Analysis, Product Management, Market Data, Vendor Management, Business Development, Financial Markets, Direct Sales, Trading Systems, Consulting, Management, Contract Negotiation, Customer Service, Electronic Trading, Information Management, Technical Sales..., Strategic Planning, Forecasting, Customer Relations, HIPAA, PCI Standards, Web Hosting, Managed Hosting, Amazon Web Services..., VMware, VMware Infrastructure, VMware Workstation, VMware Server, XenClient, IBM iSeries, IBM Mainframe, IBM AS/400, AIX, Cisco Technologies, Salesforce.com, Cloud Computing, CRM, SaaS, Security, Solution Selling, Account Management
Education
Saint Louis University
Sociology
Christian Brothers College High School
Connectria Hosting 2014 - Present
Thomson Reuters 2008 - 2014
Xiolink LLC. 2004 - 2008
Pritchard Osborne Business Systems 2001 - 2004
Stifel, Nicolaus 1998 - 2001
Skills
Data Center, Sales, Business Analysis, Product Management, Market Data, Vendor Management, Business Development, Financial Markets, Direct Sales, Trading Systems, Consulting, Management, Contract Negotiation, Customer Service, Electronic Trading, Information Management, Technical Sales..., Strategic Planning, Forecasting, Customer Relations, HIPAA, PCI Standards, Web Hosting, Managed Hosting, Amazon Web Services..., VMware, VMware Infrastructure, VMware Workstation, VMware Server, XenClient, IBM iSeries, IBM Mainframe, IBM AS/400, AIX, Cisco Technologies, Salesforce.com, Cloud Computing, CRM, SaaS, Security, Solution Selling, Account Management
Education
Saint Louis University
Sociology
Christian Brothers College High School
Kent Cheesborough's Stifel Nicolaus Experience January 2007 - April 2007
Job Associate Director at Brownstone Investment Group
Industry Financial Services
Experience
Brownstone Investment Group March 2014 - Present
Carolina Capital Markets March 2011 - March 2014
Fisher Investments 2010 - 2010
Naples Capital Advisors Inc. June 2009 - August 2009
MUSVF January 2008 - January 2009
Naples Capital Advisors June 2008 - August 2008
Stifel Nicolaus January 2007 - April 2007
Skills
Entrepreneurship, Mutual Funds, Research, Microsoft Excel, Fixed Income, Trading, Swaps, Series 7, Series 63, Financial Modeling, Bloomberg, Finance, Investments, Financial Analysis, Economics
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.)
Brownstone Investment Group March 2014 - Present
Carolina Capital Markets March 2011 - March 2014
Fisher Investments 2010 - 2010
Naples Capital Advisors Inc. June 2009 - August 2009
MUSVF January 2008 - January 2009
Naples Capital Advisors June 2008 - August 2008
Stifel Nicolaus January 2007 - April 2007
Skills
Entrepreneurship, Mutual Funds, Research, Microsoft Excel, Fixed Income, Trading, Swaps, Series 7, Series 63, Financial Modeling, Bloomberg, Finance, Investments, Financial Analysis, Economics
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.)
Tristin Reppert Tristin Reppert's Stifel Nicolaus Experience June 2009 - October 2009
Job Marketing Associate at Liquidity Services, Inc.
Industry Marketing and Advertising
Experience
Liquidity Services December 2009 - Present
Stifel Nicolaus June 2009 - October 2009
Stifel Nicolaus May 2008 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science
Liquidity Services December 2009 - Present
Stifel Nicolaus June 2009 - October 2009
Stifel Nicolaus May 2008 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science
Bobby Bryan Bobby Bryan's Stifel Nicolaus Experience January 2006 - March 2007
Job Director, Strategy & Corporate Development at Aegion Corporation
Industry Oil & Energy
Experience
Aegion Corporation October 2014 - Present
GulfStar Group June 2014 - October 2014
GulfStar Group June 2011 - May 2014
Statesman Business Advisors January 2011 - June 2011
Statesman Business Advisors April 2008 - January 2011
National City March 2007 - April 2008
Stifel Nicolaus January 2006 - March 2007
Forsyth Securities June 2004 - January 2006
Kansas City Royals July 2002 - March 2004
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
Washington University in St. Louis - Olin Business School 2007 — 2008
MBA
Rice University 2000 — 2002
Bachelor of Arts, Managerial Studies and Sports Management
Aegion Corporation October 2014 - Present
GulfStar Group June 2014 - October 2014
GulfStar Group June 2011 - May 2014
Statesman Business Advisors January 2011 - June 2011
Statesman Business Advisors April 2008 - January 2011
National City March 2007 - April 2008
Stifel Nicolaus January 2006 - March 2007
Forsyth Securities June 2004 - January 2006
Kansas City Royals July 2002 - March 2004
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
Washington University in St. Louis - Olin Business School 2007 — 2008
MBA
Rice University 2000 — 2002
Bachelor of Arts, Managerial Studies and Sports Management
Richard (Fritz) Reimers Richard (Fritz) Reimers's Stifel Nicolaus Experience March 2009 - Present
Job Certified Financial Planner at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2009 - Present
A.G,Edwards &Sons, Inc. May 1996 - March 2009
ENV America Inc. January 1995 - May 1996
Thorne Environmental LTD June 1989 - January 1995
Dames and Moore January 1986 - May 1989
New Mexico Bureau of Geology and Mineral Resources June 1983 - January 1986
Tenneco Oil Company June 1981 - May 1983
Schlumberger June 1980 - June 1981
Skills
Estate Planning, Insurance, Financial Planning, Retirement Planning, Tax, Investments, Strategic Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1995
M.B.A., Finance
New Mexico Tech 1983 — 1985
M.S., Geology
Allegheny College 1976 — 1980
B.S., Geology
Universite de Grenoble, France 1978 — 1979
Geology and French
Mercersburg Academy 1973 — 1976
Stifel Nicolaus March 2009 - Present
A.G,Edwards &Sons, Inc. May 1996 - March 2009
ENV America Inc. January 1995 - May 1996
Thorne Environmental LTD June 1989 - January 1995
Dames and Moore January 1986 - May 1989
New Mexico Bureau of Geology and Mineral Resources June 1983 - January 1986
Tenneco Oil Company June 1981 - May 1983
Schlumberger June 1980 - June 1981
Skills
Estate Planning, Insurance, Financial Planning, Retirement Planning, Tax, Investments, Strategic Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1995
M.B.A., Finance
New Mexico Tech 1983 — 1985
M.S., Geology
Allegheny College 1976 — 1980
B.S., Geology
Universite de Grenoble, France 1978 — 1979
Geology and French
Mercersburg Academy 1973 — 1976
Louie DiGiandomenico Louie DiGiandomenico's Stifel Nicolaus Experience May 2005 - August 2005
Job Experienced Compensation Consultant with expertise in financial and data analysis
Industry Banking
Experience
Federal Reserve Bank of Cleveland September 2014 - Present
Sony Pictures Entertainment October 2012 - August 2014
KeyCorp August 2008 - October 2012
Bank of America June 2006 - July 2008
Stifel Nicolaus May 2005 - August 2005
Skills
Quantitative Analysis, Project Management, Client Management and..., Data Analysis, Financial Analysis, Leadership, Strategy, CRM, Quantitative Analytics, Financial Modeling, Deferred Compensation, Human Resources, Consultation, Analysis, Risk Management, Microsoft Office
Education
Cleveland State University 2011 — 2012
Master of Business Administration, Global Business and Marketing
Miami University 2002 — 2006
Bachelor of Science, Finance and International Business
Federal Reserve Bank of Cleveland September 2014 - Present
Sony Pictures Entertainment October 2012 - August 2014
KeyCorp August 2008 - October 2012
Bank of America June 2006 - July 2008
Stifel Nicolaus May 2005 - August 2005
Skills
Quantitative Analysis, Project Management, Client Management and..., Data Analysis, Financial Analysis, Leadership, Strategy, CRM, Quantitative Analytics, Financial Modeling, Deferred Compensation, Human Resources, Consultation, Analysis, Risk Management, Microsoft Office
Education
Cleveland State University 2011 — 2012
Master of Business Administration, Global Business and Marketing
Miami University 2002 — 2006
Bachelor of Science, Finance and International Business
Greg Baracy Jr. Greg Baracy Jr.'s Stifel Nicolaus Experience July 2008 - August 2011
Job Director, U.S. Public Finance, Business Relationship & Management at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings April 2013 - Present
The Agbay Group, A Wealth Advisory Company May 2012 - November 2012
Leonard Capital Markets August 2011 - July 2012
Stifel Nicolaus July 2008 - August 2011
A.G. Edwards & Sons, Inc. September 2006 - July 2008
Oppenheimer & Co. May 2005 - August 2006
Skills
Investment Banking, Investments, Finance, Financial Analysis, Municipal Bonds, Series 7, Fixed Income, Public Finance, Strategic Planning, Banking, Series 63, Microsoft Excel, New Business Development, Bloomberg, Microsoft Office, Mutual Funds, Capital Markets, Portfolio Management, Securities, TM3, DBC Finance, EMMA, SDC Platinum, Debt Service Analysis, Business Relationship..., Debt Structuring, Credit Rating, Adobe Acrobat, Outlook, Microsoft Word, PowerPoint, Investment Strategies, Stocks, ETFs, Salesforce.com, Sales, Public Speaking
Education
Michigan State University 2001 — 2005
Bachelors, Economics and Applied Policies
Fitch Ratings April 2013 - Present
The Agbay Group, A Wealth Advisory Company May 2012 - November 2012
Leonard Capital Markets August 2011 - July 2012
Stifel Nicolaus July 2008 - August 2011
A.G. Edwards & Sons, Inc. September 2006 - July 2008
Oppenheimer & Co. May 2005 - August 2006
Skills
Investment Banking, Investments, Finance, Financial Analysis, Municipal Bonds, Series 7, Fixed Income, Public Finance, Strategic Planning, Banking, Series 63, Microsoft Excel, New Business Development, Bloomberg, Microsoft Office, Mutual Funds, Capital Markets, Portfolio Management, Securities, TM3, DBC Finance, EMMA, SDC Platinum, Debt Service Analysis, Business Relationship..., Debt Structuring, Credit Rating, Adobe Acrobat, Outlook, Microsoft Word, PowerPoint, Investment Strategies, Stocks, ETFs, Salesforce.com, Sales, Public Speaking
Education
Michigan State University 2001 — 2005
Bachelors, Economics and Applied Policies
T. William Hartzler's Stifel Nicolaus Experience May 2010 - May 2012
Job Compliance Analyst
Industry Financial Services
Experience
Bank-Affiliated Broker/Dealer July 2014 - Present
Stifel Financial Corp. June 2012 - July 2014
Saint Louis University Department of Public Safety August 2009 - June 2012
Stifel Nicolaus May 2010 - May 2012
Boy Scouts of America 2007 - 2009
Skills
Management, Marketing, Insurance, Microsoft Office, Networking, Leadership, Business, Life Insurance, Analysis, Start-ups, Disability Insurance, Strategic Planning, Team Building, Volunteer Management, Leadership Development, Financial Services, Business Strategy, Marketing Strategy, Sales Management, Key Account Management, Series 24, Financial Analysis, Series 7, Fundraising, Finance
Education
Saint Louis University 2007 — 2012
B.S.B.A, Finance
Saint Louis University High School 2004 — 2008
Bank-Affiliated Broker/Dealer July 2014 - Present
Stifel Financial Corp. June 2012 - July 2014
Saint Louis University Department of Public Safety August 2009 - June 2012
Stifel Nicolaus May 2010 - May 2012
Boy Scouts of America 2007 - 2009
Skills
Management, Marketing, Insurance, Microsoft Office, Networking, Leadership, Business, Life Insurance, Analysis, Start-ups, Disability Insurance, Strategic Planning, Team Building, Volunteer Management, Leadership Development, Financial Services, Business Strategy, Marketing Strategy, Sales Management, Key Account Management, Series 24, Financial Analysis, Series 7, Fundraising, Finance
Education
Saint Louis University 2007 — 2012
B.S.B.A, Finance
Saint Louis University High School 2004 — 2008
Matt Davis Rall's Stifel Nicolaus Experience May 2009 - June 2009
Job Chad/Cameroon Financial Reporting Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil May 2015 - Present
ExxonMobil July 2013 - May 2015
ExxonMobil May 2012 - August 2012
Octagon June 2011 - August 2011
Purdue University August 2009 - May 2011
Jacksonville Jaguars July 2010 - August 2010
Stifel Nicolaus May 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Leadership, Financial Modeling, Marketing, Public Speaking, Microsoft Word, Access, Social Media, Market Research, Analysis, Event Planning, Time Management, Team Building, Advertising, Forecasting, Project Management, Team Leadership, Research, Strategic Planning, Portfolio Management, Teamwork, Outlook, Marketing Strategy, Event Management, Financial Reporting, Business Strategy, Public Relations, Finance, Sales, Project Planning, Customer Service, Social Networking, Process Improvement, Accounting, Budgets, Business Analysis, Management
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Finance
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Management
ExxonMobil May 2015 - Present
ExxonMobil July 2013 - May 2015
ExxonMobil May 2012 - August 2012
Octagon June 2011 - August 2011
Purdue University August 2009 - May 2011
Jacksonville Jaguars July 2010 - August 2010
Stifel Nicolaus May 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Leadership, Financial Modeling, Marketing, Public Speaking, Microsoft Word, Access, Social Media, Market Research, Analysis, Event Planning, Time Management, Team Building, Advertising, Forecasting, Project Management, Team Leadership, Research, Strategic Planning, Portfolio Management, Teamwork, Outlook, Marketing Strategy, Event Management, Financial Reporting, Business Strategy, Public Relations, Finance, Sales, Project Planning, Customer Service, Social Networking, Process Improvement, Accounting, Budgets, Business Analysis, Management
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Finance
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Management
Tim Toeniskoetter Tim Toeniskoetter's Stifel Nicolaus Experience November 1999 - August 2001
Job Web Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2008 - Present
A.G. Edwards & Sons, Inc. November 2005 - October 2008
Modis February 2005 - November 2005
Fleishman-Hillard April 2002 - February 2005
Trinity October 2001 - December 2001
Stifel Nicolaus November 1999 - August 2001
Citicorp Mortgage March 1997 - November 1999
Liturgical Publications November 1996 - March 1997
Bi-State Development Agency May 1988 - October 1996
Skills
SharePoint, IIS, Disaster Recovery, Windows Server, Visio, SDLC
Education
St. Louis Community College 1987 — 2005
AAS, Information Systems
Wells Fargo November 2008 - Present
A.G. Edwards & Sons, Inc. November 2005 - October 2008
Modis February 2005 - November 2005
Fleishman-Hillard April 2002 - February 2005
Trinity October 2001 - December 2001
Stifel Nicolaus November 1999 - August 2001
Citicorp Mortgage March 1997 - November 1999
Liturgical Publications November 1996 - March 1997
Bi-State Development Agency May 1988 - October 1996
Skills
SharePoint, IIS, Disaster Recovery, Windows Server, Visio, SDLC
Education
St. Louis Community College 1987 — 2005
AAS, Information Systems
Kathleen McGrath, CFA's Stifel Nicolaus Experience July 2005 - June 2010
Job Senior Research Analyst, Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Vince Murphy Vince Murphy's Stifel Nicolaus Experience March 2011 - Present
Job Sr System Engineer at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2011 - Present
MB Consulting Group June 2007 - March 2011
Skills
Active Directory, IIS, Microsoft Exchange, Virtualization, Servers, VMware, Group Policy, Hyper-V, Cisco Technologies, Backup Exec, Data Center, SCCM, Microsoft Technologies, SCOM, Microsoft Certified..., System Administration, System Deployment, 2008 R2, Terminal Services, Forefront, DFS, Cisco Call Manager
Education
Southern Illinois University, Edwardsville 2002 — 2005
Bachelor of Science, Computer Management & Info Systems
Stifel Nicolaus March 2011 - Present
MB Consulting Group June 2007 - March 2011
Skills
Active Directory, IIS, Microsoft Exchange, Virtualization, Servers, VMware, Group Policy, Hyper-V, Cisco Technologies, Backup Exec, Data Center, SCCM, Microsoft Technologies, SCOM, Microsoft Certified..., System Administration, System Deployment, 2008 R2, Terminal Services, Forefront, DFS, Cisco Call Manager
Education
Southern Illinois University, Edwardsville 2002 — 2005
Bachelor of Science, Computer Management & Info Systems
Chris Bayait Chris Bayait's Stifel Nicolaus Experience July 2007 - June 2009
Job at
Industry Capital Markets
Experience
Pershing LLC 2011 - Present
Pershing LLC May 2010 - Present
Stifel Nicolaus July 2007 - June 2009
Ryan Beck & Co August 1995 - June 2007
Alliance Capital Management 1993 - 1994
Skills
Trading, Securities, Bloomberg, Hedge Funds, Mutual Funds, Order Management, ECN, Equities, Banking, Equity Trading, Financial Services, Electronic Trading, FINRA, Fixed Income, Options, Series 24, Series 63, Settlement, Trading Systems, Series 7
Education
Rider University 1989 — 1993
Morristown High School 1986 — 1989
Pershing LLC 2011 - Present
Pershing LLC May 2010 - Present
Stifel Nicolaus July 2007 - June 2009
Ryan Beck & Co August 1995 - June 2007
Alliance Capital Management 1993 - 1994
Skills
Trading, Securities, Bloomberg, Hedge Funds, Mutual Funds, Order Management, ECN, Equities, Banking, Equity Trading, Financial Services, Electronic Trading, FINRA, Fixed Income, Options, Series 24, Series 63, Settlement, Trading Systems, Series 7
Education
Rider University 1989 — 1993
Morristown High School 1986 — 1989
Peter Scherck Peter Scherck's Stifel Nicolaus Experience June 2010 - Present
Job Senior Tax Reporting Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2010 - Present
Skills
Public Speaking, Marketing, Social Media, Customer Service, Management, Social Media Marketing
Education
Webster University 2012 — 2015
Master of Business Administration (MBA), Management
Miami University 2006 — 2010
Bachelor's degree, Economics & Psychology
Stifel Nicolaus June 2010 - Present
Skills
Public Speaking, Marketing, Social Media, Customer Service, Management, Social Media Marketing
Education
Webster University 2012 — 2015
Master of Business Administration (MBA), Management
Miami University 2006 — 2010
Bachelor's degree, Economics & Psychology
Christopher Wiegand Christopher Wiegand's Stifel Nicolaus Experience October 2011 - February 2014
Job Manager, Regulatory and Compliance Risk, Enterprise Risk Management at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. February 2015 - Present
Stifel Financial Corp. February 2014 - Present
Stifel Nicolaus October 2011 - February 2014
Stifel Financial Corp. January 2007 - October 2011
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Variable Annuities, FINRA
Education
Southern Illinois University, Edwardsville 2014 — 2016
Master of Business Administration (MBA), MBA
Southern Illinois University, Edwardsville 2002 — 2007
BS, Economics and Finance
Stifel Financial Corp. February 2015 - Present
Stifel Financial Corp. February 2014 - Present
Stifel Nicolaus October 2011 - February 2014
Stifel Financial Corp. January 2007 - October 2011
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Variable Annuities, FINRA
Education
Southern Illinois University, Edwardsville 2014 — 2016
Master of Business Administration (MBA), MBA
Southern Illinois University, Edwardsville 2002 — 2007
BS, Economics and Finance
Nicholas Bergin's Stifel Nicolaus Experience October 2010 - June 2013
Job Partner Manager at Ecwid
Industry Internet
Experience
Ecwid October 2014 - Present
Ecwid November 2013 - September 2014
GlobaLinks Learning Abroad July 2013 - November 2013
Stifel Nicolaus October 2010 - June 2013
Delmar Financial Company May 2009 - July 2010
Saint Louis University August 2006 - May 2010
Skills
Microsoft Excel, Critical Thinking, Analytic Thinking, Microsoft Office, Marketing Strategy, Event Planning, Data Analysis, Leadership, International Relations, Series 7, Public Speaking, Business Development
Education
Saint Louis University 2006 — 2010
Business Administration, Finance, International Business
Ecwid October 2014 - Present
Ecwid November 2013 - September 2014
GlobaLinks Learning Abroad July 2013 - November 2013
Stifel Nicolaus October 2010 - June 2013
Delmar Financial Company May 2009 - July 2010
Saint Louis University August 2006 - May 2010
Skills
Microsoft Excel, Critical Thinking, Analytic Thinking, Microsoft Office, Marketing Strategy, Event Planning, Data Analysis, Leadership, International Relations, Series 7, Public Speaking, Business Development
Education
Saint Louis University 2006 — 2010
Business Administration, Finance, International Business
Joe Ridder's Stifel Nicolaus Experience October 2007 - January 2014
Job Product Leader at Edward Jones
Industry Banking
Experience
Edward Jones December 2014 - Present
Edward Jones January 2014 - December 2014
Stifel Nicolaus October 2007 - January 2014
Commerce Bancshares, Inc. May 2005 - October 2007
A.G. Edwards & Sons, Inc. June 2003 - May 2005
Education
Saint Louis University 2002 — 2005
BSBA, Finance
Edward Jones December 2014 - Present
Edward Jones January 2014 - December 2014
Stifel Nicolaus October 2007 - January 2014
Commerce Bancshares, Inc. May 2005 - October 2007
A.G. Edwards & Sons, Inc. June 2003 - May 2005
Education
Saint Louis University 2002 — 2005
BSBA, Finance
Mark Neff's Stifel Nicolaus Experience 2007 - 2009
Job Director, Institutional Fixed Income Sales
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Stifel Nicolaus 2007 - 2009
Skills
Series 7, Portfolio Management, Series 63, Investments
Education
Shippensburg University of Pennsylvania 1979 — 1984
Janney Montgomery Scott January 2009 - Present
Stifel Nicolaus 2007 - 2009
Skills
Series 7, Portfolio Management, Series 63, Investments
Education
Shippensburg University of Pennsylvania 1979 — 1984
Seth Kafferlin's Stifel Nicolaus Experience July 2008 - August 2012
Job Account Manager at Acutec Precision Machining Inc.
Industry Aviation & Aerospace
Experience
Acutec Precision Machining Inc. February 2014 - Present
Acutec Precision Machining Inc. November 2012 - February 2014
Stifel Nicolaus July 2008 - August 2012
Custom Paper Tubes, Inc. October 2006 - June 2008
Red Roof Inn August 2005 - October 2006
Red Roof Inns August 2005 - October 2006
US Navy September 1995 - September 2001
Skills
Marketing, Customer Service, Sales, Access, Market Research, Strategic Planning
Education
Pennsylvania State University-Erie Campus 2001 — 2005
BS, Marketing
The University of North Dakota 2002 — 2002
Archaeological Field School
Acutec Precision Machining Inc. February 2014 - Present
Acutec Precision Machining Inc. November 2012 - February 2014
Stifel Nicolaus July 2008 - August 2012
Custom Paper Tubes, Inc. October 2006 - June 2008
Red Roof Inn August 2005 - October 2006
Red Roof Inns August 2005 - October 2006
US Navy September 1995 - September 2001
Skills
Marketing, Customer Service, Sales, Access, Market Research, Strategic Planning
Education
Pennsylvania State University-Erie Campus 2001 — 2005
BS, Marketing
The University of North Dakota 2002 — 2002
Archaeological Field School
John McGarry's Stifel Nicolaus Experience November 2005 - June 2007
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Daniel Guffey, CFA's Stifel Nicolaus Experience March 2007 - Present
Job at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2007 - Present
Education
Saint Louis University 2003 — 2006
Finance
Stifel Nicolaus March 2007 - Present
Education
Saint Louis University 2003 — 2006
Finance
Steve Sedmak, CFA's Stifel Nicolaus Experience December 2005 - October 2006
Job Portfolio Manager at ING Investment Management
Industry Financial Services
Experience
ING Investment Management November 2006 - Present
Stifel Nicolaus December 2005 - October 2006
Legg Mason January 2003 - November 2005
CIBC World Markets February 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Skills
Portfolio Management, Equities, Derivatives, Asset Allocation, Electronic Trading, Bloomberg, Quantitative Finance, Asset Management, Equity Derivatives
Education
New York University 1999 — 2000
M.S., Mathematics of Finance
University of Southern California 1995 — 1999
B.A., Mathematics
University of Southern California 1995 — 1999
B.S., Business Administration - Finance
ING Investment Management November 2006 - Present
Stifel Nicolaus December 2005 - October 2006
Legg Mason January 2003 - November 2005
CIBC World Markets February 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Skills
Portfolio Management, Equities, Derivatives, Asset Allocation, Electronic Trading, Bloomberg, Quantitative Finance, Asset Management, Equity Derivatives
Education
New York University 1999 — 2000
M.S., Mathematics of Finance
University of Southern California 1995 — 1999
B.A., Mathematics
University of Southern California 1995 — 1999
B.S., Business Administration - Finance
Brett Stanton's Stifel Nicolaus Experience December 2005 - October 2007
Job Operations Director at 3 Dimensional Wealth Advisory
Industry Financial Services
Experience
3 Dimensional Wealth Advisory February 2014 - Present
Diefendorf Capital Planning Associates April 2011 - Present
Stifel Nicolaus December 2005 - October 2007
Legg Mason June 1999 - December 2005
Bank of New York Mellon December 1998 - June 1999
Jefferies & Company May 1995 - December 1998
Skills
Trading, Compliance, Portfolio Management, Personnel Management, Investments, Proprietary Trading, Series 7, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Managment, Wealth Management, Investment Advisory, Trading Systems, Risk Management, Retirement Planning, FINRA, Financial Risk, Financial Services, Asset Allocation, Wealth, Asset Management
Education
Randolph-Macon College 1989 — 1993
BA, Political Science
North Shore High School 1985 — 1989
3 Dimensional Wealth Advisory February 2014 - Present
Diefendorf Capital Planning Associates April 2011 - Present
Stifel Nicolaus December 2005 - October 2007
Legg Mason June 1999 - December 2005
Bank of New York Mellon December 1998 - June 1999
Jefferies & Company May 1995 - December 1998
Skills
Trading, Compliance, Portfolio Management, Personnel Management, Investments, Proprietary Trading, Series 7, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Asset Managment, Wealth Management, Investment Advisory, Trading Systems, Risk Management, Retirement Planning, FINRA, Financial Risk, Financial Services, Asset Allocation, Wealth, Asset Management
Education
Randolph-Macon College 1989 — 1993
BA, Political Science
North Shore High School 1985 — 1989
Kevin Snell's Stifel Nicolaus Experience February 2002 - June 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Stifel Nicolaus February 2002 - June 2009
First Union Securities July 1999 - February 2002
Skills
Retirement Planning, Asset Allocation, Management, Financial Analysis, 401k
Education
Miami University 1996 — 1999
Accounting & Finance
Wells Fargo Advisors, LLC June 2009 - Present
Stifel Nicolaus February 2002 - June 2009
First Union Securities July 1999 - February 2002
Skills
Retirement Planning, Asset Allocation, Management, Financial Analysis, 401k
Education
Miami University 1996 — 1999
Accounting & Finance
Dan Fritz's Stifel Nicolaus Experience November 2002 - Present
Job Investment Executive and Financial Advisor at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus November 2002 - Present
Education
New Mexico State University 1993 — 1996
University of Minnesota-Twin Cities 1990 — 1993
Stifel Nicolaus November 2002 - Present
Education
New Mexico State University 1993 — 1996
University of Minnesota-Twin Cities 1990 — 1993
Kathy Kittredge's Stifel Nicolaus Experience Financial AdvisorAdvest, Inc.October 1999 - February 2006
Job Investment Executive at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Financial AdvisorAdvest, Inc.October 1999 - February 2006
Yankee Candle Company June 1984 - December 1988
Education
Miami University 1976 — 1980
Stifel Nicolaus Financial AdvisorAdvest, Inc.October 1999 - February 2006
Yankee Candle Company June 1984 - December 1988
Education
Miami University 1976 — 1980
Clay Evans's Stifel Nicolaus Experience November 1997 - Present
Job Branch Manager Vice President Investments Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus November 1997 - Present
Education
San Francisco State University 1989 — 1994
BA, Political Science
Stifel Nicolaus November 1997 - Present
Education
San Francisco State University 1989 — 1994
BA, Political Science
Lisa Lauder's Stifel Nicolaus Experience March 2009 - Present
Job Admin to Branch Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2009 - Present
Wachovia Securities June 2007 - March 2009
A.G. Edwards December 2004 - March 2009
Education
Mt. Hood Community College 1979 — 1981
Stifel Nicolaus March 2009 - Present
Wachovia Securities June 2007 - March 2009
A.G. Edwards December 2004 - March 2009
Education
Mt. Hood Community College 1979 — 1981
Chris Pauli's Stifel Nicolaus Experience July 1999 - December 2001
Job President at The Crown Advisors, LLC
Industry Financial Services
Experience
The Crown Advisors, LLC January 2002 - Present
Stifel Nicolaus July 1999 - December 2001
Pauli & Company Incorporated May 1987 - July 1999
Lehman Brothers May 1981 - May 1987
Bear Stearns September 1979 - September 1980
Skills
Equities, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Venture Capital, Trading, Portfolio Management, Mergers, Risk Management, Compliance, Hedge Funds, Private Equity, Financial Analysis, Corporate Finance, Customer Relations, Equity Trading, Alternative Investments, Investment Advisory, Sales Management, Problem Solving, Financial Markets, Wealth Management, Derivatives, Series 7, Options, Series 63, Series 24, Electronic Trading, Trading Systems, ETFs, Asset Allocation, Debt, FINRA, IPO, Financial Modeling, Due Diligence, Industry Analysis, Corporate Development, Securitization, Investment Strategies, Equity Research, Bonds, Valuation, Private Placements, Fund Of Funds, Back Office, Stocks, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1981 — 1981
Masters in Management, Finance and Management
Washington University in St. Louis - Olin Business School 1976 — 1979
BSBA, Finance and Accounting
The Crown Advisors, LLC January 2002 - Present
Stifel Nicolaus July 1999 - December 2001
Pauli & Company Incorporated May 1987 - July 1999
Lehman Brothers May 1981 - May 1987
Bear Stearns September 1979 - September 1980
Skills
Equities, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Venture Capital, Trading, Portfolio Management, Mergers, Risk Management, Compliance, Hedge Funds, Private Equity, Financial Analysis, Corporate Finance, Customer Relations, Equity Trading, Alternative Investments, Investment Advisory, Sales Management, Problem Solving, Financial Markets, Wealth Management, Derivatives, Series 7, Options, Series 63, Series 24, Electronic Trading, Trading Systems, ETFs, Asset Allocation, Debt, FINRA, IPO, Financial Modeling, Due Diligence, Industry Analysis, Corporate Development, Securitization, Investment Strategies, Equity Research, Bonds, Valuation, Private Placements, Fund Of Funds, Back Office, Stocks, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1981 — 1981
Masters in Management, Finance and Management
Washington University in St. Louis - Olin Business School 1976 — 1979
BSBA, Finance and Accounting
Ed Keaney's Stifel Nicolaus Experience 1991 - 1994
Job Senior Vice President at Market Street Partners
Industry Financial Services
Experience
Market Street Partners September 2013 - Present
Mindful Investors March 2007 - December 2012
Infinium Securities January 2006 - December 2006
Merriman Curhan Ford April 2003 - November 2005
W R Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan October 1994 - January 2000
Stifel Nicolaus 1991 - 1994
Skills
Financial Analysis, Mergers & Acquisitions, Private Equity, Public Equity Offerings, Presentations, Investment Banking, Investment Management..., Corporate Finance, Investments, Mergers
Education
Washington University in St. Louis - Olin Business School 1972 — 1974
MBA, Finance
Saint Louis University 1969 — 1972
Bachelor of Science (BS), Economics
Market Street Partners September 2013 - Present
Mindful Investors March 2007 - December 2012
Infinium Securities January 2006 - December 2006
Merriman Curhan Ford April 2003 - November 2005
W R Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan October 1994 - January 2000
Stifel Nicolaus 1991 - 1994
Skills
Financial Analysis, Mergers & Acquisitions, Private Equity, Public Equity Offerings, Presentations, Investment Banking, Investment Management..., Corporate Finance, Investments, Mergers
Education
Washington University in St. Louis - Olin Business School 1972 — 1974
MBA, Finance
Saint Louis University 1969 — 1972
Bachelor of Science (BS), Economics
Kristen Kinney's Stifel Nicolaus Experience August 2009 - September 2013
Job Experience Fixed Income trading and service professional
Industry Financial Services
Experience
Larson Financial March 2014 - Present
Stifel Nicolaus August 2009 - September 2013
Amherst Securities Group LP January 2009 - August 2009
Countrywide Securities Corporation October 2006 - July 2008
R. Seelaus & Co. August 2005 - October 2006
Edward Jones February 2001 - July 2005
Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal
Education
Saint Louis University 1996 — 2001
B.S.B.A., International Business
St. Louis Community College 1994 — 1996
A.A., Business Administration
Larson Financial March 2014 - Present
Stifel Nicolaus August 2009 - September 2013
Amherst Securities Group LP January 2009 - August 2009
Countrywide Securities Corporation October 2006 - July 2008
R. Seelaus & Co. August 2005 - October 2006
Edward Jones February 2001 - July 2005
Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal
Education
Saint Louis University 1996 — 2001
B.S.B.A., International Business
St. Louis Community College 1994 — 1996
A.A., Business Administration
Monique Pitts, CIA's Stifel Nicolaus Experience 2008 - Present
Job Accounting Professional
Industry Accounting
Experience
Stifel Nicolaus 2008 - Present
MetLife December 1997 - March 2008
Bank of America April 1996 - November 1997
Bank of America 1996 - 1997
Bank of America July 1993 - March 1996
Bank of America March 1992 - June 1993
Education
Southern Illinois University, Edwardsville 1983 — 1989
Bachelor of Science, Accounting
Stifel Nicolaus 2008 - Present
MetLife December 1997 - March 2008
Bank of America April 1996 - November 1997
Bank of America 1996 - 1997
Bank of America July 1993 - March 1996
Bank of America March 1992 - June 1993
Education
Southern Illinois University, Edwardsville 1983 — 1989
Bachelor of Science, Accounting
Robin Wirz's Stifel Nicolaus Experience June 1993 - July 2003
Job Office Supervisor at Anderson Foot Clinic
Industry Real Estate
Experience
Anderson Foot Clinic January 2010 - Present
Simply Scrumptious Catering June 2006 - Present
A & M REALTORS, Inc September 2009 - March 2011
Arnold REALTORS, LLC April 2004 - December 2009
Maxxum Realtors & Associates, Inc. 2009 - 2009
Stifel Nicolaus June 1993 - July 2003
Education
St. Petersburg College 1988 — 1989
Anderson Foot Clinic January 2010 - Present
Simply Scrumptious Catering June 2006 - Present
A & M REALTORS, Inc September 2009 - March 2011
Arnold REALTORS, LLC April 2004 - December 2009
Maxxum Realtors & Associates, Inc. 2009 - 2009
Stifel Nicolaus June 1993 - July 2003
Education
St. Petersburg College 1988 — 1989
Dan Reece's Stifel Nicolaus Experience July 2010 - March 2011
Job Financial Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. August 2014 - Present
JPMorgan Securities LLC March 2011 - August 2014
Stifel Nicolaus July 2010 - March 2011
Morgan Stanley Smith Barney January 2007 - June 2010
Education
Northern Illinois University 1999 — 2002
BS, Marketing
BMO Harris Financial Advisors, Inc. August 2014 - Present
JPMorgan Securities LLC March 2011 - August 2014
Stifel Nicolaus July 2010 - March 2011
Morgan Stanley Smith Barney January 2007 - June 2010
Education
Northern Illinois University 1999 — 2002
BS, Marketing
Joseph Maguire's Stifel Nicolaus Experience December 2005 - April 2007
Job Financial Professional
Industry Financial Services
Experience
New York Area April 2007 - Present
Stifel Nicolaus December 2005 - April 2007
Legg Mason November 1996 - December 2005
Schroder Wertheim and Co. June 1992 - November 1996
EF Hutton and Company June 1975 - January 1988
Ef Hutton 1975 - 1988
Skills
Series 7, Equity Trading, Securities, Electronic Trading, Series 63, Equities, Trading, ETFs, FINRA, Series 24
Education
City University of New York-Queens College 1971 — 1975
BA, Economcs
Cathedral Prep 1967 — 1971
High school
New York Area April 2007 - Present
Stifel Nicolaus December 2005 - April 2007
Legg Mason November 1996 - December 2005
Schroder Wertheim and Co. June 1992 - November 1996
EF Hutton and Company June 1975 - January 1988
Ef Hutton 1975 - 1988
Skills
Series 7, Equity Trading, Securities, Electronic Trading, Series 63, Equities, Trading, ETFs, FINRA, Series 24
Education
City University of New York-Queens College 1971 — 1975
BA, Economcs
Cathedral Prep 1967 — 1971
High school
Paul Marin's Stifel Nicolaus Experience TreasurerLVEDC2006 - Present
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus TreasurerLVEDC2006 - Present
Education
Muhlenberg College
Stifel Nicolaus TreasurerLVEDC2006 - Present
Education
Muhlenberg College
Douglas Prince's Stifel Nicolaus Experience Senior Vice PresidentMcDonald InvestmentsJanuary 1996 - May 2005
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Senior Vice PresidentMcDonald InvestmentsJanuary 1996 - May 2005
Grant Thornton May 1990 - January 1996
Education
Northern Kentucky University 1985 — 1989
BS Accounting, Accounting, English
Stifel Nicolaus Senior Vice PresidentMcDonald InvestmentsJanuary 1996 - May 2005
Grant Thornton May 1990 - January 1996
Education
Northern Kentucky University 1985 — 1989
BS Accounting, Accounting, English
Kathy Kittredge's Stifel Nicolaus Experience 2006 - September 2009
Job Investment Executive at Century Securities, a division of Stifel Financial
Industry Financial Services
Experience
Century Securities, div of Stifel Nicolaus October 2009 - Present
Lancaster City Schools January 2010 - Present
Lancaster Rotary Club 1999 - Present
Stifel Nicolaus 2006 - September 2009
Advest, Inc October 1999 - February 2006
College Prospects of America 1988 - 1991
Yankee Candle Company June 1984 - December 1987
Skills
Financial Planning, Securities, Retirement, Annuities, Financial Advisor,..., Fixed Annuities, Retirement Planning, Fundraising, Nonprofits, Policy, Strategic Financial..., Finance, Sales, Estate Planning, Public Speaking, Investments, Customer Service, Public Relations, Event Planning, Strategic Planning, Financial Services, Management, Small Business
Education
Miami University 1976 — 1980
B.S., Education, Home Economics
Lancaster High School
Century Securities, div of Stifel Nicolaus October 2009 - Present
Lancaster City Schools January 2010 - Present
Lancaster Rotary Club 1999 - Present
Stifel Nicolaus 2006 - September 2009
Advest, Inc October 1999 - February 2006
College Prospects of America 1988 - 1991
Yankee Candle Company June 1984 - December 1987
Skills
Financial Planning, Securities, Retirement, Annuities, Financial Advisor,..., Fixed Annuities, Retirement Planning, Fundraising, Nonprofits, Policy, Strategic Financial..., Finance, Sales, Estate Planning, Public Speaking, Investments, Customer Service, Public Relations, Event Planning, Strategic Planning, Financial Services, Management, Small Business
Education
Miami University 1976 — 1980
B.S., Education, Home Economics
Lancaster High School
Hilary Neiman's Stifel Nicolaus Experience December 2005 - Present
Job Sales Liaison at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2005 - Present
Education
Michigan State University 1993 — 1997
Bachelor's degree, Social Relations
Stifel Nicolaus December 2005 - Present
Education
Michigan State University 1993 — 1997
Bachelor's degree, Social Relations
Thomas Wittschen's Stifel Nicolaus Experience September 2009 - July 2013
Job Director High Yield Trading & Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Dave Maxton's Stifel Nicolaus Experience October 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Stifel Nicolaus October 2007 - Present
Kimberly-Clark 1990 - 2007
Education
Purdue University 1985 — 1989
BSME, Mechanical Engineering
Stifel Nicolaus October 2007 - Present
Kimberly-Clark 1990 - 2007
Education
Purdue University 1985 — 1989
BSME, Mechanical Engineering
Cathy Dardis's Stifel Nicolaus Experience January 2005 - Present
Job Registered Sales Assistant at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2005 - Present
KeyBank 1988 - 2004
Education
Wright State University 1979 — 1982
BS, Rehabilitation Ed
Ohio University-Lancaster 1978 — 1978
Nursing
Stifel Nicolaus January 2005 - Present
KeyBank 1988 - 2004
Education
Wright State University 1979 — 1982
BS, Rehabilitation Ed
Ohio University-Lancaster 1978 — 1978
Nursing
Lizzeth Gamboa's Stifel Nicolaus Experience January 2011 - Present
Job Public finance at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2011 - Present
First Southwest Company June 2007 - December 2010
U.S. Commercial Service 2006 - 2006
Education
University of the Incarnate Word 2005 — 2007
MBA, International Business
Schiller International University 2006 — 2006
MBA, International Business
Texas A&M International University 2000 — 2002
B.A., Political Science/Business Administration
Stifel Nicolaus January 2011 - Present
First Southwest Company June 2007 - December 2010
U.S. Commercial Service 2006 - 2006
Education
University of the Incarnate Word 2005 — 2007
MBA, International Business
Schiller International University 2006 — 2006
MBA, International Business
Texas A&M International University 2000 — 2002
B.A., Political Science/Business Administration
Patrick Bannister's Stifel Nicolaus Experience June 2011 - Present
Job Business Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2011 - Present
Stifel Nicolaus February 2007 - June 2011
Skills
New Business Development, Strategic Planning, Business Analysis, Analysis, Finance, Sales
Education
Saint Louis University 2007 — 2009
MBA, Finance Emphasis
University of Missouri-Columbia 2003 — 2006
Bachelor's, Finance and Banking
University of Missouri-Columbia, College of Business 2003 — 2006
Bachelors, Finance
Stifel Nicolaus June 2011 - Present
Stifel Nicolaus February 2007 - June 2011
Skills
New Business Development, Strategic Planning, Business Analysis, Analysis, Finance, Sales
Education
Saint Louis University 2007 — 2009
MBA, Finance Emphasis
University of Missouri-Columbia 2003 — 2006
Bachelor's, Finance and Banking
University of Missouri-Columbia, College of Business 2003 — 2006
Bachelors, Finance
Anne-Marie McAndrews Pagli's Stifel Nicolaus Experience 1984 - 1986
Job Real Estate Sales Associate at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate 2005 - Present
Prudential CT Realty 1996 - 2005
Gatfield Greenwich 1989 - 1993
Vintage Resources 1986 - 1989
Stifel Nicolaus 1984 - 1986
First Boston Corporation 1981 - 1984
Skills
Condos, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Foreclosures, New Home Sales, Investment Properties, Mortgage Banking, Refinance, Townhomes, Negotiation, Single Family Homes, Sales, Property, Residential Homes, Listings, FHA, Mortgage Lending, ABR, Waterfront, Real Estate Transactions, Buyers, Real Estate, Short Sales, Luxury
Education
Sweet Briar College 1977 — 1981
BA, English
Mercy High School 1974 — 1977
William Raveis Real Estate 2005 - Present
Prudential CT Realty 1996 - 2005
Gatfield Greenwich 1989 - 1993
Vintage Resources 1986 - 1989
Stifel Nicolaus 1984 - 1986
First Boston Corporation 1981 - 1984
Skills
Condos, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Foreclosures, New Home Sales, Investment Properties, Mortgage Banking, Refinance, Townhomes, Negotiation, Single Family Homes, Sales, Property, Residential Homes, Listings, FHA, Mortgage Lending, ABR, Waterfront, Real Estate Transactions, Buyers, Real Estate, Short Sales, Luxury
Education
Sweet Briar College 1977 — 1981
BA, English
Mercy High School 1974 — 1977
Craig Jancerak's Stifel Nicolaus Experience July 2001 - April 2007
Job Manager, Mentor, Database Admin & Developer
Industry Health, Wellness and Fitness
Experience
Alere, Inc. April 2007 - Present
Stifel Nicolaus July 2001 - April 2007
Sybase 1999 - 2001
Skills
Database Administration, Database Design, Microsoft SQL Server, Oracle RAC, Python, MS SQL Server, Oracle ASM, Oracle Dataguard, Oracle Enterprise..., Bash, Managing Database, Management, Process Engineering, Linux, SSIS, Data Warehousing
Education
New Jersey Institute of Technology 1996 — 2001
Master of Science (M.S.), Computer Science
Seton Hall University
Bachelor of Science (B.S.), Business Administration / Finance
Alere, Inc. April 2007 - Present
Stifel Nicolaus July 2001 - April 2007
Sybase 1999 - 2001
Skills
Database Administration, Database Design, Microsoft SQL Server, Oracle RAC, Python, MS SQL Server, Oracle ASM, Oracle Dataguard, Oracle Enterprise..., Bash, Managing Database, Management, Process Engineering, Linux, SSIS, Data Warehousing
Education
New Jersey Institute of Technology 1996 — 2001
Master of Science (M.S.), Computer Science
Seton Hall University
Bachelor of Science (B.S.), Business Administration / Finance
Shannan Kellogg's Stifel Nicolaus Experience December 2007 - July 2011
Job Product Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Stifel Nicolaus December 2007 - July 2011
Education
Missouri Baptist University
Business Administration
Wells Fargo Advisors July 2011 - Present
Stifel Nicolaus December 2007 - July 2011
Education
Missouri Baptist University
Business Administration
Brent Daniels's Stifel Nicolaus Experience March 2006 - March 2008
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
The Training Associates December 2010 - Present
Financial Advisor Placement February 2010 - Present
Wachovia Securities June 2008 - June 2009
Corporate Recruiter March 2008 - March 2009
Stifel Nicolaus Corporate Client Services March 2006 - May 2008
Stifel Nicolaus March 2006 - March 2008
Financial Service Rep March 2005 - March 2006
Skills
Coaching, Team Building, Employee Relations, Organizational..., Employee Engagement, Succession Planning, Insurance, Leadership, Customer Service, Finance, Financial Services, Mergers & Acquisitions, Investments, Leadership Development, Performance Management, Employee Training, Public Speaking, Sales, Sales Operations, Process Improvement
Education
Southern Illinois University, Edwardsville 1999 — 2004
B.A., business
Southern Illinois University at
Bachelor of Arts, Liberal Arts
Morgan Stanley Wealth Management December 2010 - Present
The Training Associates December 2010 - Present
Financial Advisor Placement February 2010 - Present
Wachovia Securities June 2008 - June 2009
Corporate Recruiter March 2008 - March 2009
Stifel Nicolaus Corporate Client Services March 2006 - May 2008
Stifel Nicolaus March 2006 - March 2008
Financial Service Rep March 2005 - March 2006
Skills
Coaching, Team Building, Employee Relations, Organizational..., Employee Engagement, Succession Planning, Insurance, Leadership, Customer Service, Finance, Financial Services, Mergers & Acquisitions, Investments, Leadership Development, Performance Management, Employee Training, Public Speaking, Sales, Sales Operations, Process Improvement
Education
Southern Illinois University, Edwardsville 1999 — 2004
B.A., business
Southern Illinois University at
Bachelor of Arts, Liberal Arts
David Bishop, CFA's Stifel Nicolaus Experience November 2000 - February 2013
Job Senior Equity Analyst at Drexel Hamilton
Industry Banking
Experience
Drexel Hamilton, LLC January 2014 - September 2015
MLV & Co April 2013 - November 2013
Stifel Nicolaus November 2000 - February 2013
Kaplan Associates 1996 - 2000
Skills
Equities, Equity Research, Bloomberg, Valuation, Financial Modeling, Investments, Capital Markets, Portfolio Management, Investment Banking, Fixed Income, Series 7, Asset Allocation, Hedge Funds, Financial Analysis, Asset Management, Securities, Series 63, Alternative Investments, Equity Valuation
Education
Pace University 1991 — 1992
Master of Business Administration (MBA), Investment Management
The College of New Jersey 1987 — 1991
Bachelor of Science (B.S.), Finance
Drexel Hamilton, LLC January 2014 - September 2015
MLV & Co April 2013 - November 2013
Stifel Nicolaus November 2000 - February 2013
Kaplan Associates 1996 - 2000
Skills
Equities, Equity Research, Bloomberg, Valuation, Financial Modeling, Investments, Capital Markets, Portfolio Management, Investment Banking, Fixed Income, Series 7, Asset Allocation, Hedge Funds, Financial Analysis, Asset Management, Securities, Series 63, Alternative Investments, Equity Valuation
Education
Pace University 1991 — 1992
Master of Business Administration (MBA), Investment Management
The College of New Jersey 1987 — 1991
Bachelor of Science (B.S.), Finance
John Elking's Stifel Nicolaus Experience February 2004 - August 2005
Job Performance Analyst at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group November 2011 - Present
Hammond Associates February 2007 - October 2011
Stifel Nicolaus February 2004 - August 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Bloomberg, Finance, Financial Analysis, Financial Modeling, Investments
Education
Webster University 2007 — 2010
Masters, Finance
Saint Louis University 1998 — 2002
Bachelors, Finance
Summit Strategies Group November 2011 - Present
Hammond Associates February 2007 - October 2011
Stifel Nicolaus February 2004 - August 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Bloomberg, Finance, Financial Analysis, Financial Modeling, Investments
Education
Webster University 2007 — 2010
Masters, Finance
Saint Louis University 1998 — 2002
Bachelors, Finance
Jerry Jungbauer's Stifel Nicolaus Experience 2008 - 2013
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2013 - Present
Stifel Nicolaus 2008 - 2013
AXA Investment Managers 2006 - 2008
Education
CFA Institute
Chartered Financial Analyst
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
Saint Mary's University of Minnesota 1974 — 1978
BA, Mathematics
Piper Jaffray April 2013 - Present
Stifel Nicolaus 2008 - 2013
AXA Investment Managers 2006 - 2008
Education
CFA Institute
Chartered Financial Analyst
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
Saint Mary's University of Minnesota 1974 — 1978
BA, Mathematics
Boris Labinov's Stifel Nicolaus Experience July 2003 - February 2005
Job Investment Banking Professional
Industry Investment Banking
Experience
[ March 2009 - Present
CIT Healthcare Investment Banking February 2005 - December 2008
Stifel Nicolaus July 2003 - February 2005
Bear Stearns June 2001 - June 2003
Education
Northwestern University 1997 — 2001
BA, Economics
[ March 2009 - Present
CIT Healthcare Investment Banking February 2005 - December 2008
Stifel Nicolaus July 2003 - February 2005
Bear Stearns June 2001 - June 2003
Education
Northwestern University 1997 — 2001
BA, Economics
Brenda Voutyras's Stifel Nicolaus Experience Manging DirectorWachovia/A.G. Edwards & Sons, IncJuly 1992 - July 2002
Job Senior Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Manging DirectorWachovia/A.G. Edwards & Sons, IncJuly 1992 - July 2002
East Lansing Public Schools 1991 - 2002
Skills
Series 7, Financial Reporting, Financial Modeling, Financial Analysis
Education
Michigan State University
Masters, Public Administration - Education
Stifel Nicolaus Manging DirectorWachovia/A.G. Edwards & Sons, IncJuly 1992 - July 2002
East Lansing Public Schools 1991 - 2002
Skills
Series 7, Financial Reporting, Financial Modeling, Financial Analysis
Education
Michigan State University
Masters, Public Administration - Education
Laura Radcliff's Stifel Nicolaus Experience March 2008 - Present
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2008
A.G. Edwards 1994 - 2008
Education
Princeton University 1984 — 1986
MPA, Urban and Domestic Policy
Michigan State University 1980 — 1984
BSUP, Urban Planning and French
Stifel Nicolaus March 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2008
A.G. Edwards 1994 - 2008
Education
Princeton University 1984 — 1986
MPA, Urban and Domestic Policy
Michigan State University 1980 — 1984
BSUP, Urban Planning and French
Diane Hansen's Stifel Nicolaus Experience May 1998 - July 2005
Job Owner of Decorative Painting Interiors
Industry Marketing and Advertising
Experience
Decorative Painting Interiors 2004 - Present
Beijo Bags May 2011 - June 2013
Medical Marketing Advisors May 2011 - March 2012
Stifel Nicolaus May 1998 - July 2005
Skills
Graphic Design, Positive Can-do Attitude, Sales, Marketing, Faux Finish, Murals, Business Development, Photoshop, Illustrator, Advertising, Painting, Social Networking, InDesign, Illustration, Creative Direction
Education
Southeast Missouri State University 1989 — 1994
Bachelor of Art, Graphic Design, Fine Art, Marketing
Our Lady of Good Counsel
Decorative Painting Interiors 2004 - Present
Beijo Bags May 2011 - June 2013
Medical Marketing Advisors May 2011 - March 2012
Stifel Nicolaus May 1998 - July 2005
Skills
Graphic Design, Positive Can-do Attitude, Sales, Marketing, Faux Finish, Murals, Business Development, Photoshop, Illustrator, Advertising, Painting, Social Networking, InDesign, Illustration, Creative Direction
Education
Southeast Missouri State University 1989 — 1994
Bachelor of Art, Graphic Design, Fine Art, Marketing
Our Lady of Good Counsel
Ester Wood's Stifel Nicolaus Experience November 2010 - Present
Job Brokerage Professional
Industry Financial Services
Experience
Stifel Nicolaus November 2010 - Present
Western Arkansas Ballet August 2010 - January 2011
Boys & Girls Club of the Capital City June 2009 - September 2010
Tropical Smoothie Cafe October 2005 - December 2008
Wachovia Securities January 2000 - January 2004
Stifel, Nicolaus & Co, Inc January 1997 - January 2000
Eddie Bauer January 1995 - January 1997
Arkansas Children's Hospital Child Enrichment Center, Child Care January 1994 - January 1995
Dillards Department Store January 1989 - January 1994
Crain Industries, Inc May 1986 - August 1988
Skills
Leadership, Training, Management, Fundraising, Budgets, Process Improvement, Team Building, Analysis, Strategic Planning, Performance Management, Sales, Coaching, Time Management, Customer Service
Education
University of Arkansas
B.A, Psychology, Minor in Business
Oklahoma City University 1986 — 1988
Dance
Stifel Nicolaus November 2010 - Present
Western Arkansas Ballet August 2010 - January 2011
Boys & Girls Club of the Capital City June 2009 - September 2010
Tropical Smoothie Cafe October 2005 - December 2008
Wachovia Securities January 2000 - January 2004
Stifel, Nicolaus & Co, Inc January 1997 - January 2000
Eddie Bauer January 1995 - January 1997
Arkansas Children's Hospital Child Enrichment Center, Child Care January 1994 - January 1995
Dillards Department Store January 1989 - January 1994
Crain Industries, Inc May 1986 - August 1988
Skills
Leadership, Training, Management, Fundraising, Budgets, Process Improvement, Team Building, Analysis, Strategic Planning, Performance Management, Sales, Coaching, Time Management, Customer Service
Education
University of Arkansas
B.A, Psychology, Minor in Business
Oklahoma City University 1986 — 1988
Dance
Rick Kernan's Stifel Nicolaus Experience 2007 - Present
Job Taxable Fixed Income Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2007 - Present
Ryan Beck & Co. 2003 - 2007
Quick and Reilly / Fleet Securities 2001 - 2002
Prudential Securities 1987 - 2000
Skills
Series 7, Fixed Income, Trading, Series 63, Equities, Bloomberg, Capital Markets, Securities, Series 24, Hedge Funds, Investments, Structured Products, Derivatives, Electronic Trading, Bonds, Alternative Investments, Options, ETFs, FINRA
Education
Villanova University 1983 — 1987
BS:BA, Finance
Seton Hall University
Master of Business Administration (MBA)
St. John Vianney HS
Stifel Nicolaus 2007 - Present
Ryan Beck & Co. 2003 - 2007
Quick and Reilly / Fleet Securities 2001 - 2002
Prudential Securities 1987 - 2000
Skills
Series 7, Fixed Income, Trading, Series 63, Equities, Bloomberg, Capital Markets, Securities, Series 24, Hedge Funds, Investments, Structured Products, Derivatives, Electronic Trading, Bonds, Alternative Investments, Options, ETFs, FINRA
Education
Villanova University 1983 — 1987
BS:BA, Finance
Seton Hall University
Master of Business Administration (MBA)
St. John Vianney HS
Frank Giove's Stifel Nicolaus Experience 2006 - June 2010
Job Portfolio consultant at Stifel Nicolas
Industry Investment Management
Experience
Retired 2010 - Present
Stifel Nicolaus 2006 - June 2010
Skills
Fixed Income, Asset Allocation, Investments, Asset Management, Equities, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Investment Advisory, Series 63, Alternative Investments, Securities, Investment Management, Investment Strategies
Education
Pace University-New York 1965 — 1968
MBA, Economics
St. John's University 1958 — 1965
Bachelor of Business Administration (BBA), Accounting
Retired 2010 - Present
Stifel Nicolaus 2006 - June 2010
Skills
Fixed Income, Asset Allocation, Investments, Asset Management, Equities, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Investment Advisory, Series 63, Alternative Investments, Securities, Investment Management, Investment Strategies
Education
Pace University-New York 1965 — 1968
MBA, Economics
St. John's University 1958 — 1965
Bachelor of Business Administration (BBA), Accounting
Scott Brewer's Stifel Nicolaus Experience February 2009 - July 2010
Job Corporate Strategy & Development Director at Huntington National Bank
Industry Banking
Experience
Huntington National Bank July 2010 - Present
Stifel Nicolaus February 2009 - July 2010
KeyBanc Capital Markets January 2002 - February 2009
Morgan Stanley 1996 - 2002
Skills
Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Valuation, Banking, Strategic Planning, Due Diligence, Business Strategy, Joint Ventures, Insurance, Budgeting, Financial Reporting, Capital Markets, Forecasting, Product Development, Investment Banking, Negotiation, Analysis, Investments, Investor Relations, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Intn'l Finance, Marketing
The Ohio State University
BSBA, Finance & Accounting
Huntington National Bank July 2010 - Present
Stifel Nicolaus February 2009 - July 2010
KeyBanc Capital Markets January 2002 - February 2009
Morgan Stanley 1996 - 2002
Skills
Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Valuation, Banking, Strategic Planning, Due Diligence, Business Strategy, Joint Ventures, Insurance, Budgeting, Financial Reporting, Capital Markets, Forecasting, Product Development, Investment Banking, Negotiation, Analysis, Investments, Investor Relations, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Intn'l Finance, Marketing
The Ohio State University
BSBA, Finance & Accounting
Maryanne Stairs's Stifel Nicolaus Experience September 2009 - Present
Job Branch Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus September 2009 - Present
UBS Financial Services September 2008 - September 2009
UBS Financial Services/PaineWebber May 1983 - September 2008
Education
Seton Hill University
Stifel Nicolaus September 2009 - Present
UBS Financial Services September 2008 - September 2009
UBS Financial Services/PaineWebber May 1983 - September 2008
Education
Seton Hill University
Ann Carender's Stifel Nicolaus Experience June 2009 - Present
Job Registered Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Stifel Nicolaus June 2009 - Present
AG EDWARDS October 2007 - June 2009
Ameriprise Financial Services, Inc. January 2007 - October 2007
Charles Schwab November 2005 - October 2006
UBS September 2000 - October 2005
Johnson Financial Advisors October 1998 - September 2000
Education
Bishop Dubourg 1978 — 1982
St. Louis Community College
Jeffrey W Dobson's Stifel Nicolaus Experience April 2013 - December 2013
Job Systems Specialist at Martins Point Healthcare
Industry Information Technology and Services
Experience
Martins Point Healthcare December 2013 - Present
Stifel Nicolaus April 2013 - December 2013
Wireless Vision, LLC January 2012 - April 2013
Verizon Wireless January 2010 - January 2012
Travelex, Inc March 2007 - August 2009
Priceflo, Inc. December 2002 - February 2007
DK Systems September 1996 - November 2002
Skills
Mortgage Brokers License, E-commerce, CRM, Start-ups, SEO, Business Intelligence, Integration, PPC, Strategic Planning, Marketing, Project Planning, Analysis, Market Analysis, Negotiation, Consulting, International Sales, Small Business, Solution Selling, Account Management, Enterprise Software, Management, Business Development, Customer Service, Sales, New Business Development, Strategy
Education
St. Petersburg College 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
St. Petersburg College 2008 — 2010
Associate's Degree, Business Administration and Management, General, 3.28
Deering Hig School
High School Deploma, Math, English, Science, History
Portland Reginal Vocational Technical Center
Certificate, Mechanical Engineering
Martins Point Healthcare December 2013 - Present
Stifel Nicolaus April 2013 - December 2013
Wireless Vision, LLC January 2012 - April 2013
Verizon Wireless January 2010 - January 2012
Travelex, Inc March 2007 - August 2009
Priceflo, Inc. December 2002 - February 2007
DK Systems September 1996 - November 2002
Skills
Mortgage Brokers License, E-commerce, CRM, Start-ups, SEO, Business Intelligence, Integration, PPC, Strategic Planning, Marketing, Project Planning, Analysis, Market Analysis, Negotiation, Consulting, International Sales, Small Business, Solution Selling, Account Management, Enterprise Software, Management, Business Development, Customer Service, Sales, New Business Development, Strategy
Education
St. Petersburg College 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
St. Petersburg College 2008 — 2010
Associate's Degree, Business Administration and Management, General, 3.28
Deering Hig School
High School Deploma, Math, English, Science, History
Portland Reginal Vocational Technical Center
Certificate, Mechanical Engineering
Chris Growe's Stifel Nicolaus Experience Vice PresidentA.G. Edwards & Sons, Inc1997 - 2007
Job analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Vice PresidentA.G. Edwards & Sons, Inc1997 - 2007
A.G. Edwards 1997 - 2007
Education
Saint Louis University 1992 — 2000
MBA, Business
Stifel Nicolaus Vice PresidentA.G. Edwards & Sons, Inc1997 - 2007
A.G. Edwards 1997 - 2007
Education
Saint Louis University 1992 — 2000
MBA, Business
Dan Abkemeier's Stifel Nicolaus Experience February 2013 - Present
Job Series 7 Series 63 Series 24
Industry Investment Management
Experience
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
Richard Sgalardi's Stifel Nicolaus Experience July 2011 - December 2011
Job Trader at Steadfast Financial
Industry Financial Services
Experience
Stifel Nicolaus July 2011 - December 2011
Admiral Capital Management November 2009 - January 2011
Education
Princeton University 2005 — 2009
Bachelor of Arts, Politics; International Relations
Chaminade High School
Stifel Nicolaus July 2011 - December 2011
Admiral Capital Management November 2009 - January 2011
Education
Princeton University 2005 — 2009
Bachelor of Arts, Politics; International Relations
Chaminade High School
Bill Cabel's Stifel Nicolaus Experience September 2011 - August 2013
Job Analyst Power & Utilities at Desjardins Securities
Industry Capital Markets
Experience
Desjardins Securities April 2014 - Present
Stifel Nicolaus September 2011 - August 2013
Jacob Securities Inc. April 2011 - September 2011
Jacob's Securities March 2010 - April 2011
TD Newcrest 2002 - 2009
Skills
Management, Institutional..., Capital Markets, Equity Research, Bloomberg, Hedge Funds, Investments, Financial Modeling, Corporate Finance, Securities, Financial Markets, Equity Valuation, Valuation, Equities, Investment Banking, Business Valuation
Education
Schulich School of Business 2000 — 2002
Masters of Business Administration (MBA), Finance and Accounting
Queen's University 1998 — 2000
MSc., Neuroscience
Queen's University 1994 — 1998
Bachelor of Arts, Honours (BSc.H), Life Sciences
Desjardins Securities April 2014 - Present
Stifel Nicolaus September 2011 - August 2013
Jacob Securities Inc. April 2011 - September 2011
Jacob's Securities March 2010 - April 2011
TD Newcrest 2002 - 2009
Skills
Management, Institutional..., Capital Markets, Equity Research, Bloomberg, Hedge Funds, Investments, Financial Modeling, Corporate Finance, Securities, Financial Markets, Equity Valuation, Valuation, Equities, Investment Banking, Business Valuation
Education
Schulich School of Business 2000 — 2002
Masters of Business Administration (MBA), Finance and Accounting
Queen's University 1998 — 2000
MSc., Neuroscience
Queen's University 1994 — 1998
Bachelor of Arts, Honours (BSc.H), Life Sciences
Donna Maher's Stifel Nicolaus Experience December 2005 - March 2008
Job at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2009 - Present
Stifel Nicolaus December 2005 - March 2008
Legg Mason Wood Walker June 1994 - November 2005
Skills
Capital Markets, Series 7, Fixed Income
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Arts (BA)
Legg Mason March 2009 - Present
Stifel Nicolaus December 2005 - March 2008
Legg Mason Wood Walker June 1994 - November 2005
Skills
Capital Markets, Series 7, Fixed Income
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Arts (BA)
Catharina Kusuma's Stifel Nicolaus Experience 2009 - 2011
Job Senior Investment Analyst at Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life 2012 - Present
Societe Generale Corporate & Investment Banking 2011 - 2012
Stifel Nicolaus 2009 - 2011
Deutsche Bank 2007 - 2009
Barclays Capital 2004 - 2007
Skills
Financial Modeling, Portfolio Management, High Yield, CDS, Credit Analysis, Fixed Income, Capital Structure, Bonds, Credit Derivatives, Credit, Leveraged Finance, Convertible Bonds, Hedging, Investments, Financial Risk, Proprietary Trading, Risk Management, Series 7, Bloomberg, Loans
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Science (BS), Industrial Engineering & Operations Research
Fidelity & Guaranty Life 2012 - Present
Societe Generale Corporate & Investment Banking 2011 - 2012
Stifel Nicolaus 2009 - 2011
Deutsche Bank 2007 - 2009
Barclays Capital 2004 - 2007
Skills
Financial Modeling, Portfolio Management, High Yield, CDS, Credit Analysis, Fixed Income, Capital Structure, Bonds, Credit Derivatives, Credit, Leveraged Finance, Convertible Bonds, Hedging, Investments, Financial Risk, Proprietary Trading, Risk Management, Series 7, Bloomberg, Loans
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Science (BS), Industrial Engineering & Operations Research
Lilit Sponeman's Stifel Nicolaus Experience March 2007 - August 2010
Job Multilingual MBA
Industry Government Administration
Experience
US Federal Government January 2013 - Present
Stifel Nicolaus March 2007 - August 2010
Education
Southern Illinois University, Edwardsville 1999 — 2001
MBA, Info Management Systems
State engineering university of Armenia
US Federal Government January 2013 - Present
Stifel Nicolaus March 2007 - August 2010
Education
Southern Illinois University, Edwardsville 1999 — 2001
MBA, Info Management Systems
State engineering university of Armenia
Arthur Ewenczyk's Stifel Nicolaus Experience June 2008 - August 2008
Job Law Clerk
Industry Law Practice
Experience
U.S. Court of Appeals for the D.C. Circuit August 2014 - July 2015
U.S. District Court for the District of Maryland September 2013 - August 2014
Davis Polk & Wardwell LLP May 2012 - July 2012
U.S. Attorney's Office for the District of Maryland May 2011 - July 2011
U.S.-CREST September 2009 - July 2010
Stifel Nicolaus June 2008 - August 2008
Education
Yale Law School 2010 — 2013
JD
Princeton University 2005 — 2009
B.A., History of Science and Technology
U.S. Court of Appeals for the D.C. Circuit August 2014 - July 2015
U.S. District Court for the District of Maryland September 2013 - August 2014
Davis Polk & Wardwell LLP May 2012 - July 2012
U.S. Attorney's Office for the District of Maryland May 2011 - July 2011
U.S.-CREST September 2009 - July 2010
Stifel Nicolaus June 2008 - August 2008
Education
Yale Law School 2010 — 2013
JD
Princeton University 2005 — 2009
B.A., History of Science and Technology
Nathan Doerr's Stifel Nicolaus Experience January 2010 - August 2012
Job Realtor Doerr
Industry Real Estate
Experience
Alexander Realty September 2011 - Present
Drive Social Media Saint Louis August 2012 - August 2013
Stifel Nicolaus January 2010 - August 2012
First Community Credit Union June 2009 - December 2009
Chic Marketing Group December 2007 - May 2009
New England Financial June 2008 - August 2008
Skills
Investments, Mortgage Lending, Customer Service, Loans, Real Estate, Time Management, Credit, Marketing, Selling, Strategic Planning, Facebook, Real Estate Transactions, Investment Properties, Negotiation, Business Development, Investors, Accounts Payable, Business Planning, Financial Analysis, Small Business, Real Estate Financing, Finance, FHA, Sales, Residential Mortgages, Residential Homes, Real Estate Development, Referrals, Property Management, Foreclosures, REO, First Time Home Buyers, Short Sales, Accounting, Real Property, Property, Sellers, Condos, Rentals, Single Family Homes, New Home Sales, Relocation, Entrepreneurship, Buyers, Luxury, Portfolio Management, Commercial Real Estate, HUD, Buyer Representation, Listings
Education
Missouri State University 2005 — 2009
BS, Finance
Alexander Realty September 2011 - Present
Drive Social Media Saint Louis August 2012 - August 2013
Stifel Nicolaus January 2010 - August 2012
First Community Credit Union June 2009 - December 2009
Chic Marketing Group December 2007 - May 2009
New England Financial June 2008 - August 2008
Skills
Investments, Mortgage Lending, Customer Service, Loans, Real Estate, Time Management, Credit, Marketing, Selling, Strategic Planning, Facebook, Real Estate Transactions, Investment Properties, Negotiation, Business Development, Investors, Accounts Payable, Business Planning, Financial Analysis, Small Business, Real Estate Financing, Finance, FHA, Sales, Residential Mortgages, Residential Homes, Real Estate Development, Referrals, Property Management, Foreclosures, REO, First Time Home Buyers, Short Sales, Accounting, Real Property, Property, Sellers, Condos, Rentals, Single Family Homes, New Home Sales, Relocation, Entrepreneurship, Buyers, Luxury, Portfolio Management, Commercial Real Estate, HUD, Buyer Representation, Listings
Education
Missouri State University 2005 — 2009
BS, Finance
Emily Blaha's Stifel Nicolaus Experience May 2010 - August 2010
Job Aspiring interior designer and realtor
Industry Higher Education
Experience
Rockford College Sales LeadAeropostaleMay 2006 - Present
Stifel Nicolaus May 2010 - August 2010
Education
Rockford University 2008 — 2010
Bachelor's of Science (In Progess), Accounting, Spanish
Rockford College Sales LeadAeropostaleMay 2006 - Present
Stifel Nicolaus May 2010 - August 2010
Education
Rockford University 2008 — 2010
Bachelor's of Science (In Progess), Accounting, Spanish
Thomas Boyes Jr.'s Stifel Nicolaus Experience February 2011 - June 2014
Job Associate Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2014 - Present
Stifel Nicolaus February 2011 - June 2014
Bank of America July 2009 - January 2011
Merrill Lynch November 2008 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Market Research, Fixed Income, Financial Analysis, Series 7, Investments, Customer Service, Investment Banking, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Cowen and Company July 2014 - Present
Stifel Nicolaus February 2011 - June 2014
Bank of America July 2009 - January 2011
Merrill Lynch November 2008 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Market Research, Fixed Income, Financial Analysis, Series 7, Investments, Customer Service, Investment Banking, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Karen Batchelder's Stifel Nicolaus Experience August 1996 - June 2009
Job Chief Operating Officer at Context BH Capital Management, LP
Industry
Experience
Context BH Capital Management, LP January 2014 - Present
Context Capital Partners November 2010 - Present
Stifel Nicolaus August 1996 - June 2009
Legg Mason 1996 - 2006
JP Morgan Chase August 1992 - June 1996
Chemical Bank August 1992 - June 1996
The Transportation Group July 1991 - April 1992
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Accounting
Northwestern University 1983 — 1987
BA, Economics, Political Science
Context BH Capital Management, LP January 2014 - Present
Context Capital Partners November 2010 - Present
Stifel Nicolaus August 1996 - June 2009
Legg Mason 1996 - 2006
JP Morgan Chase August 1992 - June 1996
Chemical Bank August 1992 - June 1996
The Transportation Group July 1991 - April 1992
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Accounting
Northwestern University 1983 — 1987
BA, Economics, Political Science
Steve Frontczak's Stifel Nicolaus Experience August 2002 - June 2008
Job Senior Consultant at Pension and Retirement Services (PARS)
Industry Financial Services
Experience
Summit Strategies Group April 2014 - November 2014
Moneta Group May 2011 - April 2014
American Water Works June 2008 - July 2010
Stifel Nicolaus August 2002 - June 2008
Bank of America 1994 - 2002
Skills
Mergers, Corporate Law, Asset Managment, Contract Negotiation, Due Diligence, Litigation, Legal Writing, Mediation, Real Estate, Corporate Governance, Risk Management, Securities
Education
Saint Louis University School of Law 1989 — 1992
JD, Corporate
University of Wisconsin-Milwaukee 1984 — 1989
BA, Economics
Summit Strategies Group April 2014 - November 2014
Moneta Group May 2011 - April 2014
American Water Works June 2008 - July 2010
Stifel Nicolaus August 2002 - June 2008
Bank of America 1994 - 2002
Skills
Mergers, Corporate Law, Asset Managment, Contract Negotiation, Due Diligence, Litigation, Legal Writing, Mediation, Real Estate, Corporate Governance, Risk Management, Securities
Education
Saint Louis University School of Law 1989 — 1992
JD, Corporate
University of Wisconsin-Milwaukee 1984 — 1989
BA, Economics
Brian Niessen's Stifel Nicolaus Experience 2012 - 2012
Job Sales, Trading & Portfolio Management Professional
Industry Financial Services
Experience
Cetera Financial Group 2012 - 2015
Stifel Nicolaus 2012 - 2012
Wells Fargo Securities 2007 - 2010
RBC Capital Markets 2003 - 2007
Piper Jaffray 1999 - 2003
Skills
Fixed Income, Portfolio Management, Equities, Securities, Investments, Series 7, Trading, Series 63, Bonds, Bloomberg, Capital Markets, Wealth Management
Education
Minnesota State University, Mankato
Bachelor of Science, Psychology
Cetera Financial Group 2012 - 2015
Stifel Nicolaus 2012 - 2012
Wells Fargo Securities 2007 - 2010
RBC Capital Markets 2003 - 2007
Piper Jaffray 1999 - 2003
Skills
Fixed Income, Portfolio Management, Equities, Securities, Investments, Series 7, Trading, Series 63, Bonds, Bloomberg, Capital Markets, Wealth Management
Education
Minnesota State University, Mankato
Bachelor of Science, Psychology
Tanya Prokopenko's Stifel Nicolaus Experience September 2013 - Present
Job at
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Stifel Nicolaus September 2013 - Present
Barclays Investment Bank March 2012 - September 2013
ING Financial Partners June 2011 - January 2012
Skills
Microsoft Excel, Risk Management, Project Management, PowerPoint, Microsoft Word, French, Financial Services, Microsoft Office, Access, Research, Strategic Planning, Thompson Reuters, DTC, ADP, Series 7, Series 63
Education
Seton Hall University 2007 — 2011
B.S in Finance, Japanese, International Business
Deutsche Bank June 2014 - Present
Stifel Nicolaus September 2013 - Present
Barclays Investment Bank March 2012 - September 2013
ING Financial Partners June 2011 - January 2012
Skills
Microsoft Excel, Risk Management, Project Management, PowerPoint, Microsoft Word, French, Financial Services, Microsoft Office, Access, Research, Strategic Planning, Thompson Reuters, DTC, ADP, Series 7, Series 63
Education
Seton Hall University 2007 — 2011
B.S in Finance, Japanese, International Business
Jake Kaercher's Stifel Nicolaus Experience 2009 - Present
Job Structured Products Trading
Industry Financial Services
Experience
Stifel Nicolaus 2009 - Present
Merrill, Lynch, Pierce, Fenner & Smith 2001 - 2009
Prudential Securities 1996 - 2000
Prudential Investment Corp 1988 - 1996
Education
Muhlenberg College 1982 — 1986
BA, Liberal Arts
Stifel Nicolaus 2009 - Present
Merrill, Lynch, Pierce, Fenner & Smith 2001 - 2009
Prudential Securities 1996 - 2000
Prudential Investment Corp 1988 - 1996
Education
Muhlenberg College 1982 — 1986
BA, Liberal Arts
Mike Dal Pozzo's Stifel Nicolaus Experience November 2008 - May 2012
Job Fixed Income Trader at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2012 - Present
Stifel Nicolaus November 2008 - May 2012
Diversified Financial Services April 2008 - October 2008
Skills
Fixed Income, Trading, Securities, FINRA, Credit, MS Word • Excel •..., Series 7 • Series 66, Series 55
Education
Southern Illinois University, Edwardsville 2007 — 2013
Master's degree, Economics and Finance
Southern Illinois University, Edwardsville 2003 — 2007
Bachelors, Economics/Finance
Stifel Financial Corp. June 2012 - Present
Stifel Nicolaus November 2008 - May 2012
Diversified Financial Services April 2008 - October 2008
Skills
Fixed Income, Trading, Securities, FINRA, Credit, MS Word • Excel •..., Series 7 • Series 66, Series 55
Education
Southern Illinois University, Edwardsville 2007 — 2013
Master's degree, Economics and Finance
Southern Illinois University, Edwardsville 2003 — 2007
Bachelors, Economics/Finance
Christopher Ohlweiler's Stifel Nicolaus Experience Credit ReporterDun & Bradstreet1988 - 1989
Job Vice President Electronic Trading at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Credit ReporterDun & Bradstreet1988 - 1989
Education
Saint Bonaventure University 1983 — 1987
Finance, Economics
Stifel Nicolaus Credit ReporterDun & Bradstreet1988 - 1989
Education
Saint Bonaventure University 1983 — 1987
Finance, Economics
JEFFREY JACARUSO's Stifel Nicolaus Experience February 2010 - Present
Job Senior Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus February 2010 - Present
pali capital 2005 - 2010
Education
Roger Williams University 1983 — 1986
bs, Business Adminstration
Stifel Nicolaus February 2010 - Present
pali capital 2005 - 2010
Education
Roger Williams University 1983 — 1986
bs, Business Adminstration
Brian Erickson, CFA's Stifel Nicolaus Experience February 2007 - October 2010
Job Director of Fixed Income Research and Strategy at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Stifel Nicolaus February 2007 - October 2010
Emergency Foodshelf Network 2006 - 2010
Piper Jaffray January 1998 - May 2006
Education
St. Olaf College 1990 — 1994
Math and Economics
Ameriprise Financial December 2010 - Present
Stifel Nicolaus February 2007 - October 2010
Emergency Foodshelf Network 2006 - 2010
Piper Jaffray January 1998 - May 2006
Education
St. Olaf College 1990 — 1994
Math and Economics
Jessica Foglietta's Stifel Nicolaus Experience May 2007 - October 2008
Job Assistant Director of Special Events at Adelphi University
Industry Events Services
Experience
Adelphi University September 2014 - Present
Hofstra University April 2012 - Present
First Protocol August 2011 - January 2012
ICSC November 2008 - July 2011
Stifel Nicolaus May 2007 - October 2008
Morgan Stanley Private Wealth Management May 2005 - September 2005
Skills
Marketing, Social Media, Event Planning, Public Relations, Event Management
Education
Sacred Heart University 2003 — 2007
BA, Business
Adelphi University September 2014 - Present
Hofstra University April 2012 - Present
First Protocol August 2011 - January 2012
ICSC November 2008 - July 2011
Stifel Nicolaus May 2007 - October 2008
Morgan Stanley Private Wealth Management May 2005 - September 2005
Skills
Marketing, Social Media, Event Planning, Public Relations, Event Management
Education
Sacred Heart University 2003 — 2007
BA, Business
Robert Makowski's Stifel Nicolaus Experience January 2009 - August 2013
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Stifel Financial Corp. August 2013 - October 2014
Stifel Nicolaus January 2009 - August 2013
Northwestern Mutual May 2007 - October 2008
Education
Missouri State University 2004 — 2008
Bachelor’s Degree, Finance
Wells Fargo Advisors October 2014 - Present
Stifel Financial Corp. August 2013 - October 2014
Stifel Nicolaus January 2009 - August 2013
Northwestern Mutual May 2007 - October 2008
Education
Missouri State University 2004 — 2008
Bachelor’s Degree, Finance
Gina Gehan's Stifel Nicolaus Experience June 2014 - Present
Job Client Service at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2014 - Present
Bankers Trust/Deutsche Bank September 1988 - April 2001
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA
Saint Peter's University
BA, Economics & Education
Stifel Nicolaus June 2014 - Present
Bankers Trust/Deutsche Bank September 1988 - April 2001
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA
Saint Peter's University
BA, Economics & Education
Julie Hammer's Stifel Nicolaus Experience October 2007 - July 2008
Job AR/AP Clerk at Accountemps
Industry Accounting
Experience
Accountemps March 2011 - Present
accountemps 2011 - 2011
Barnes-Jewish Hospital August 2008 - November 2008
Stifel Nicolaus October 2007 - July 2008
Central Parking System April 1998 - July 2007
Skills
Accounting, Customer Service, Teamwork
Education
Southwestern Illinois College 2009 — 2010
Associated of Science, Office Administration and Technology, Accounting
Southwestern Illinois College 2009 — 2010
Associate and Applied, Accounting, Office Administration and Technology
Accountemps March 2011 - Present
accountemps 2011 - 2011
Barnes-Jewish Hospital August 2008 - November 2008
Stifel Nicolaus October 2007 - July 2008
Central Parking System April 1998 - July 2007
Skills
Accounting, Customer Service, Teamwork
Education
Southwestern Illinois College 2009 — 2010
Associated of Science, Office Administration and Technology, Accounting
Southwestern Illinois College 2009 — 2010
Associate and Applied, Accounting, Office Administration and Technology
Tyler J. Maddox's Stifel Nicolaus Experience January 2011 - May 2011
Job Registered Client Associate/Branch Technology Liason at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Huntington National Bank/The Huntington Investment Company May 2012 - May 2014
Huntington National Bank May 2011 - May 2012
Stifel Nicolaus January 2011 - May 2011
Education
St. Thomas University 2009 — 2010
JD, Law
Rollins College 2005 — 2009
BA, English
UBS May 2014 - Present
Huntington National Bank/The Huntington Investment Company May 2012 - May 2014
Huntington National Bank May 2011 - May 2012
Stifel Nicolaus January 2011 - May 2011
Education
St. Thomas University 2009 — 2010
JD, Law
Rollins College 2005 — 2009
BA, English
Bill Majino's Stifel Nicolaus Experience October 1999 - July 2013
Job Software Engineer at KBM Group: Health Services
Industry Marketing and Advertising
Experience
KBM Group: Health Services July 2013 - Present
Stifel Nicolaus October 1999 - July 2013
Skills
SQL Server, JavaScript, HTML, SQL, CSS, ASP.NET, ASP, AJAX, Web Development, VB.NET, XML, VBScript, Visual Studio, SSIS, T-SQL, Microsoft Office, Web Design, Troubleshooting, Customer Relations, MySQL, DNS, Excel, User Interface Design, User Experience, Programming, SSRS, Business Analysis, Documentation, ETL, Microsoft SQL Server
Education
Saint Louis University 1995 — 2000
Bachelors, Management Information Systems
KBM Group: Health Services July 2013 - Present
Stifel Nicolaus October 1999 - July 2013
Skills
SQL Server, JavaScript, HTML, SQL, CSS, ASP.NET, ASP, AJAX, Web Development, VB.NET, XML, VBScript, Visual Studio, SSIS, T-SQL, Microsoft Office, Web Design, Troubleshooting, Customer Relations, MySQL, DNS, Excel, User Interface Design, User Experience, Programming, SSRS, Business Analysis, Documentation, ETL, Microsoft SQL Server
Education
Saint Louis University 1995 — 2000
Bachelors, Management Information Systems
Doni Froehlich's Stifel Nicolaus Experience December 2010 - Present
Job Capital Markets Compliance Counsel at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2010 - Present
Snider and Associates August 2008 - November 2010
Skills
Securities, Securities Regulation, Alternative Investments, Capital Markets, Corporate Governance, Corporate Law, Due Diligence, Employment Law, Equities, FINRA, Hedge Funds, Investments, Legal Research, Legal Writing, Litigation, Mergers, Mutual Funds, Private Equity, Series 7, Construction Engineering, Estate Planning
Education
University of Maryland School of Law
Juris Doctor
Ner Israel Rabbinical College
B.A., Talmudic Law
Stifel Nicolaus December 2010 - Present
Snider and Associates August 2008 - November 2010
Skills
Securities, Securities Regulation, Alternative Investments, Capital Markets, Corporate Governance, Corporate Law, Due Diligence, Employment Law, Equities, FINRA, Hedge Funds, Investments, Legal Research, Legal Writing, Litigation, Mergers, Mutual Funds, Private Equity, Series 7, Construction Engineering, Estate Planning
Education
University of Maryland School of Law
Juris Doctor
Ner Israel Rabbinical College
B.A., Talmudic Law
Gary Diaz's Stifel Nicolaus Experience December 2006 - Present
Job Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2006 - Present
Ryan Beck & Co. May 1999 - December 2006
First Union National Bank June 1997 - May 1999
Skills
Series 7, Series 55, Bloomberg Terminal, Bonds, Structured Products, Series 63, Fixed Income, FINRA
Education
Stevens Institute of Technology
Stifel Nicolaus December 2006 - Present
Ryan Beck & Co. May 1999 - December 2006
First Union National Bank June 1997 - May 1999
Skills
Series 7, Series 55, Bloomberg Terminal, Bonds, Structured Products, Series 63, Fixed Income, FINRA
Education
Stevens Institute of Technology
Daniel Dickherber's Stifel Nicolaus Experience March 2001 - Present
Job Consulting Services Group Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2001 - Present
Education
Missouri State University
Bachelor of Science (BS)
Stifel Nicolaus March 2001 - Present
Education
Missouri State University
Bachelor of Science (BS)
Phil Lang's Stifel Nicolaus Experience 2002 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Aflac November 2012 - Present
Stifel Nicolaus 2002 - 2012
Skills
Sales and Marketing..., Bible teaching, Sales Management, Music Ministry, Leadership, Vocalist, Ministry Leadership, Financial Advisory, Financial Markets
Education
Mississippi College 1974 — 1981
BM Vocal Performance
Mississippi College
Aflac November 2012 - Present
Stifel Nicolaus 2002 - 2012
Skills
Sales and Marketing..., Bible teaching, Sales Management, Music Ministry, Leadership, Vocalist, Ministry Leadership, Financial Advisory, Financial Markets
Education
Mississippi College 1974 — 1981
BM Vocal Performance
Mississippi College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS