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
Kathy (Flahive) Olivari Kathy (Flahive) Olivari's Stifel Nicolaus Experience February 2001 - December 2007
Job at
Industry Financial Services
Experience
National Philanthropic Trust September 2015 - Present
Comprehensive Investment Solutions®, LLC October 2014 - Present
Princeton Plasma Physics Laboratory April 2014 - September 2014
Morgan Stanley Wealth Management August 2008 - August 2013
Merrill Lynch December 2007 - August 2008
Stifel Nicolaus February 2001 - December 2007
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Investments, Microsoft Excel, Financial Planning
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
National Philanthropic Trust September 2015 - Present
Comprehensive Investment Solutions®, LLC October 2014 - Present
Princeton Plasma Physics Laboratory April 2014 - September 2014
Morgan Stanley Wealth Management August 2008 - August 2013
Merrill Lynch December 2007 - August 2008
Stifel Nicolaus February 2001 - December 2007
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Investments, Microsoft Excel, Financial Planning
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Kristen Fukuto Kristen Fukuto's Stifel Nicolaus Experience June 2013 - August 2013
Job Dance teacher/choreographer at West Coast School of the Arts
Industry Accounting
Experience
West Coast School of the Arts August 2010 - Present
PwC June 2014 - August 2014
Stifel Nicolaus June 2013 - August 2013
Skills
Dance, Teaching, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Los Angeles 2011 — 2015
West Coast School of the Arts August 2010 - Present
PwC June 2014 - August 2014
Stifel Nicolaus June 2013 - August 2013
Skills
Dance, Teaching, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Los Angeles 2011 — 2015
Ashley Ludwig Ashley Ludwig's Stifel Nicolaus Experience July 2011 - December 2013
Job Senior Compliance Examiner at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Stifel Nicolaus July 2011 - December 2013
Stifel Nicolaus November 2010 - June 2011
Stifel Nicolaus June 2009 - November 2010
Wells Fargo Advisors October 2008 - June 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Arts, Sociology
Stifel Financial Corp. December 2013 - Present
Stifel Nicolaus July 2011 - December 2013
Stifel Nicolaus November 2010 - June 2011
Stifel Nicolaus June 2009 - November 2010
Wells Fargo Advisors October 2008 - June 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Missouri-Columbia 2003 — 2007
Bachelor of Arts, Sociology
Christian Seiferth, CFA Christian Seiferth, CFA's Stifel Nicolaus Experience November 2011 - October 2012
Job International Equity Analyst at Marsico Capital Management
Industry Investment Management
Experience
Marsico Capital Management November 2012 - Present
Stifel Nicolaus November 2011 - October 2012
Great-West Financial June 2008 - November 2011
Skills
Investments, Equity Research, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
B.S. Finance
Marsico Capital Management November 2012 - Present
Stifel Nicolaus November 2011 - October 2012
Great-West Financial June 2008 - November 2011
Skills
Investments, Equity Research, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
B.S. Finance
Hudson Arnold Hudson Arnold's Stifel Nicolaus Experience June 2010 - September 2010
Job Strategy Consultant at Optimizely
Industry Online Media
Experience
Optimizely May 2014 - Present
Havas Worldwide San Francisco August 2011 - May 2014
Wally's Natural February 2011 - April 2011
Stifel Nicolaus June 2010 - September 2010
Skills
Analytics, Data Analysis, Web Analytics, Google Analytics, Strategy, Online Marketing, Social Media Marketing, Omniture, WebTrends, Digital Strategy, Digital Marketing, Mobile Marketing, Market Research, Online Advertising, Marketing Strategy, Integrated Marketing, Marketing, Access, Stata, R, Consumer Insight, Data Visualization, Experimental Design, Regression Analysis, Statistics, Conversion Optimization
Education
University of California, Santa Cruz 2007 — 2010
BA, Economics
Optimizely May 2014 - Present
Havas Worldwide San Francisco August 2011 - May 2014
Wally's Natural February 2011 - April 2011
Stifel Nicolaus June 2010 - September 2010
Skills
Analytics, Data Analysis, Web Analytics, Google Analytics, Strategy, Online Marketing, Social Media Marketing, Omniture, WebTrends, Digital Strategy, Digital Marketing, Mobile Marketing, Market Research, Online Advertising, Marketing Strategy, Integrated Marketing, Marketing, Access, Stata, R, Consumer Insight, Data Visualization, Experimental Design, Regression Analysis, Statistics, Conversion Optimization
Education
University of California, Santa Cruz 2007 — 2010
BA, Economics
Brea Dantin Brea Dantin's Stifel Nicolaus Experience May 2005 - June 2012
Job Chief Compliance Officer at ProCourse Fiduciary Advisors, LLC
Industry Financial Services
Experience
ProCourse Fiduciary Advisors, LLC February 2013 - Present
Praxis Fiduciary Advisors, LLC June 2012 - February 2013
Stifel Nicolaus May 2005 - June 2012
McDonald Investments, Inc. November 2000 - May 2005
Skills
ERISA, Employee Benefits, Series 6, Alternative Investments, Strategic Financial..., Asset Management, Financial Services, Leadership, Pensions, Banking, Portfolio Management, Mergers & Acquisitions, Financial Advisory, Benefits Administration, Finance
Education
University of Evansville 1997 — 2000
Bachelor of Arts (B.A.), Spanish
ProCourse Fiduciary Advisors, LLC February 2013 - Present
Praxis Fiduciary Advisors, LLC June 2012 - February 2013
Stifel Nicolaus May 2005 - June 2012
McDonald Investments, Inc. November 2000 - May 2005
Skills
ERISA, Employee Benefits, Series 6, Alternative Investments, Strategic Financial..., Asset Management, Financial Services, Leadership, Pensions, Banking, Portfolio Management, Mergers & Acquisitions, Financial Advisory, Benefits Administration, Finance
Education
University of Evansville 1997 — 2000
Bachelor of Arts (B.A.), Spanish
Paul Mark Paul Mark's Stifel Nicolaus Experience August 2009 - October 2012
Job Research Director/Registered Dental Assistant
Industry Financial Services
Experience
UV Dental Services September 2014 - Present
Raymond James March 2014 - Present
Stifel Nicolaus August 2009 - October 2012
Skills
Leadership, Dentistry, Periodontics, Endodontics, Team Leadership, Business Strategy, Business, Business Development, New Business Development, Small Business, Business Process, Communication, Management, Sales, Customer Service
Education
University of Medicine and Dentistry of New Jersey 2009 — 2013
Doctor of Medicine (M.D.), Dental Assisting/Assistant
Odessa College 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
UV Dental Services September 2014 - Present
Raymond James March 2014 - Present
Stifel Nicolaus August 2009 - October 2012
Skills
Leadership, Dentistry, Periodontics, Endodontics, Team Leadership, Business Strategy, Business, Business Development, New Business Development, Small Business, Business Process, Communication, Management, Sales, Customer Service
Education
University of Medicine and Dentistry of New Jersey 2009 — 2013
Doctor of Medicine (M.D.), Dental Assisting/Assistant
Odessa College 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Brian Cothran Brian Cothran's Stifel Nicolaus Experience 2012 - Present
Job Managing Director, Corporate Bond Trading at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2012 - Present
Raymond James & Assoc. October 2003 - April 2012
VP, Corporate Bond Trading, Mellon Financial 2002 - 2003
Education
University of Mississippi 1987 — 1991
Bachelor of Arts (B.A.), Bank and Finance/Managerial Finance
Stifel Nicolaus 2012 - Present
Raymond James & Assoc. October 2003 - April 2012
VP, Corporate Bond Trading, Mellon Financial 2002 - 2003
Education
University of Mississippi 1987 — 1991
Bachelor of Arts (B.A.), Bank and Finance/Managerial Finance
Katherine (Gengler) Coons Katherine (Gengler) Coons's Stifel Nicolaus Experience November 2001 - October 2005
Job Compliance Manager at Transamerica Asset Management
Industry Financial Services
Experience
Transamerica Asset Management, Law and Compliance September 2014 - Present
Transamerica Capital, Inc. September 2013 - September 2014
Investment Management Consultants, Ltd November 2011 - July 2013
Northwestern Mutual January 2011 - September 2011
DWC Financial Services October 2007 - December 2008
WestStar Bank and US Bank October 2005 - August 2007
Stifel Nicolaus November 2001 - October 2005
Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Managerial Finance, Credit, Strategic Planning, Equities, Regulatory Compliance, SEC & State Filings, Audits, Balanced Portfolios, Pension and Profit..., Wealth Managment, Series 63, Series 24, Series 9, Series 10, Series 65
Education
Webster University 2001 — 2004
MBA, Finance
Regent's University London 2001 — 2001
University of Missouri-Columbia 1994 — 1998
Bachelor of Arts (BA), History/Sociology
Transamerica Asset Management, Law and Compliance September 2014 - Present
Transamerica Capital, Inc. September 2013 - September 2014
Investment Management Consultants, Ltd November 2011 - July 2013
Northwestern Mutual January 2011 - September 2011
DWC Financial Services October 2007 - December 2008
WestStar Bank and US Bank October 2005 - August 2007
Stifel Nicolaus November 2001 - October 2005
Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Managerial Finance, Credit, Strategic Planning, Equities, Regulatory Compliance, SEC & State Filings, Audits, Balanced Portfolios, Pension and Profit..., Wealth Managment, Series 63, Series 24, Series 9, Series 10, Series 65
Education
Webster University 2001 — 2004
MBA, Finance
Regent's University London 2001 — 2001
University of Missouri-Columbia 1994 — 1998
Bachelor of Arts (BA), History/Sociology
Kristin Marsh Kristin Marsh's Stifel Nicolaus Experience December 2005 - June 2010
Job Vice President, Investment Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2013 - Present
Impax Laboratories/InVentiv Health January 2012 - January 2013
Stifel Nicolaus December 2005 - June 2010
Legg Mason Capital Markets (now Stifel Nicolaus Capital Markets) March 1998 - December 2005
First National Bank of Maryland (now M&T Bank) 1995 - 1998
Education
Loyola College in Maryland - Sellinger School of Business 1994 — 1996
M.B.A., Finance
Towson University 1986 — 1990
B.S., Marketing
Series 7 and 63 Licensed
T. Rowe Price February 2013 - Present
Impax Laboratories/InVentiv Health January 2012 - January 2013
Stifel Nicolaus December 2005 - June 2010
Legg Mason Capital Markets (now Stifel Nicolaus Capital Markets) March 1998 - December 2005
First National Bank of Maryland (now M&T Bank) 1995 - 1998
Education
Loyola College in Maryland - Sellinger School of Business 1994 — 1996
M.B.A., Finance
Towson University 1986 — 1990
B.S., Marketing
Series 7 and 63 Licensed
Rae Lees Rae Lees's Stifel Nicolaus Experience 2003 - 2005
Job Managing Director/Institutional Equity Sales at U.S Capital Advisors
Industry Investment Banking
Experience
U.S Capital Advisors January 2011 - Present
UBS Investment Bank November 2007 - January 2011
AG Edwards 2005 - September 2007
Stifel Nicolaus 2003 - 2005
Tucker Anthony 1999 - 2002
Hanifen Imhoff 1996 - 1999
Skills
Equity Research, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investments, Bloomberg, Alternative Investments, Asset Managment, Capital Markets, Financial Advisory, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, International Finance
Trinity University 1986 — 1990
B.S., Marketing
Littleton High School 1983 — 1986
U.S Capital Advisors January 2011 - Present
UBS Investment Bank November 2007 - January 2011
AG Edwards 2005 - September 2007
Stifel Nicolaus 2003 - 2005
Tucker Anthony 1999 - 2002
Hanifen Imhoff 1996 - 1999
Skills
Equity Research, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investments, Bloomberg, Alternative Investments, Asset Managment, Capital Markets, Financial Advisory, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, International Finance
Trinity University 1986 — 1990
B.S., Marketing
Littleton High School 1983 — 1986
Frank Eisele Frank Eisele's Stifel Nicolaus Experience 1994 - 1996
Job Sales at Byerly RV
Industry Leisure, Travel & Tourism
Experience
Byerly RV 2009 - Present
Stifel Nicolaus 1994 - 1996
Merrill Lynch 1990 - June 1994
Education
University of Missouri-Columbia
Byerly RV 2009 - Present
Stifel Nicolaus 1994 - 1996
Merrill Lynch 1990 - June 1994
Education
University of Missouri-Columbia
Denise G. Osborn-Harrison JD, MPH Denise G. Osborn-Harrison JD, MPH's Stifel Nicolaus Experience March 2008 - November 2008
Job Health Insurance Specialist HHS/CMS/CMCS
Industry Public Policy
Experience
US Department of Health and Human Services/CMS/CMCS March 2012 - Present
George Mason University January 2015 - Present
University of Maryland University College January 2014 - Present
Strategic Health Care December 2009 - March 2012
National Academy for State Health Policy February 2011 - November 2011
ASTHO April 2009 - February 2011
AARP January 2009 - May 2009
RCA Solutons (Healthcare Consulting) November 2005 - April 2009
Stifel Nicolaus March 2008 - November 2008
Medical Risk Management Consultants LLC August 2003 - November 2005
Skills
Health Policy, Public Health, Policy, Healthcare, Non-profits, Medicaid, Grant Writing, Managed Care, Healthcare Consulting, Coalitions, Hospitals, Medicare, Research, Legal Research, Policy Analysis, Teaching, Nonprofits, Legislative Relations
Education
The George Washington University 2007 — 2009
Masters Degree in Public Health, Public Health
The George Washington University 2007 — 2008
Post Graduate Certificate, Healthcare Corporate Compliance
University of San Diego School of Law 1984 — 1987
Juris Doctorate, Law
University of California Irvine 1978 — 1982
BA, Political Science
US Department of Health and Human Services/CMS/CMCS March 2012 - Present
George Mason University January 2015 - Present
University of Maryland University College January 2014 - Present
Strategic Health Care December 2009 - March 2012
National Academy for State Health Policy February 2011 - November 2011
ASTHO April 2009 - February 2011
AARP January 2009 - May 2009
RCA Solutons (Healthcare Consulting) November 2005 - April 2009
Stifel Nicolaus March 2008 - November 2008
Medical Risk Management Consultants LLC August 2003 - November 2005
Skills
Health Policy, Public Health, Policy, Healthcare, Non-profits, Medicaid, Grant Writing, Managed Care, Healthcare Consulting, Coalitions, Hospitals, Medicare, Research, Legal Research, Policy Analysis, Teaching, Nonprofits, Legislative Relations
Education
The George Washington University 2007 — 2009
Masters Degree in Public Health, Public Health
The George Washington University 2007 — 2008
Post Graduate Certificate, Healthcare Corporate Compliance
University of San Diego School of Law 1984 — 1987
Juris Doctorate, Law
University of California Irvine 1978 — 1982
BA, Political Science
Daniel O'Laughlin, CPA, CMA Daniel O'Laughlin, CPA, CMA's Stifel Nicolaus Experience June 2010 - August 2010
Job Valuation Services Associate at McGladrey
Industry Accounting
Experience
McGladrey March 2014 - Present
Freeport-McMoRan Copper & Gold Inc. June 2013 - September 2013
O'Laughlin and Paris, LLP June 2011 - July 2011
Stifel Nicolaus June 2010 - August 2010
Skills
Microsoft Office, Accounting, Microsoft Excel, Business Valuation, Cost Accounting, Valuation, Finance, Tax, Variance Analysis, Management Accounting, SAP Supply Chain, Procurement, Capital Budgeting, Capital IQ, Purchase Price...
Education
University of Denver 2009 — 2014
BSaa, MAcc, Accounting
University of Economics in Prague 2011 — 2011
Economics
PV
McGladrey March 2014 - Present
Freeport-McMoRan Copper & Gold Inc. June 2013 - September 2013
O'Laughlin and Paris, LLP June 2011 - July 2011
Stifel Nicolaus June 2010 - August 2010
Skills
Microsoft Office, Accounting, Microsoft Excel, Business Valuation, Cost Accounting, Valuation, Finance, Tax, Variance Analysis, Management Accounting, SAP Supply Chain, Procurement, Capital Budgeting, Capital IQ, Purchase Price...
Education
University of Denver 2009 — 2014
BSaa, MAcc, Accounting
University of Economics in Prague 2011 — 2011
Economics
PV
Dylan Piccolo Dylan Piccolo's Stifel Nicolaus Experience January 2015 - Present
Job Vice President at Stifel Nicolaus
Industry Banking
Experience
Stifel Nicolaus January 2015 - Present
Stifel Nicolaus July 2014 - December 2014
Stifel Nicolaus June 2012 - July 2014
Skills
Equities, Bloomberg, Capital Markets, Fixed Income, Series 7, Investments, Investment Banking, Asset Managment, Portfolio Management, Securities, Derivatives, Series 63, Stage Combat, Asset Management
Education
University of Miami - School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
PJP II 1997 — 2001
Stifel Nicolaus January 2015 - Present
Stifel Nicolaus July 2014 - December 2014
Stifel Nicolaus June 2012 - July 2014
Skills
Equities, Bloomberg, Capital Markets, Fixed Income, Series 7, Investments, Investment Banking, Asset Managment, Portfolio Management, Securities, Derivatives, Series 63, Stage Combat, Asset Management
Education
University of Miami - School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
PJP II 1997 — 2001
TONY STRUTHERS, FACHE TONY STRUTHERS, FACHE's Stifel Nicolaus Experience January 2008 - October 2009
Job Administrator at Saddleback Memorial Medical Center San Clemente
Industry Hospital & Health Care
Experience
Saddleback Medical Center - San Clemente October 2009 - Present
Stifel Nicolaus January 2008 - October 2009
John C. Lincoln Health Network June 2001 - December 2007
Skills
Healthcare, Strategic Planning, Budgeting, Customer Service, Fundraising
Education
University of Missouri-Columbia 1981 — 1983
MSPH, Healthcare Administration
The University of Kansas 1977 — 1981
BS, Business Administration
Saddleback Medical Center - San Clemente October 2009 - Present
Stifel Nicolaus January 2008 - October 2009
John C. Lincoln Health Network June 2001 - December 2007
Skills
Healthcare, Strategic Planning, Budgeting, Customer Service, Fundraising
Education
University of Missouri-Columbia 1981 — 1983
MSPH, Healthcare Administration
The University of Kansas 1977 — 1981
BS, Business Administration
Jonathan Waksman's Stifel Nicolaus Experience June 2013 - August 2013
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
U.S. House of Representatives September 2013 - December 2013
Stifel Nicolaus June 2013 - August 2013
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Valuation, Financial Analysis, Market Research, Finance, Economics, Financial Accounting, Due Diligence, Bloomberg, Investment Banking, Policy, Structured Finance, Research
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Charles E. Smith Jewish Day School
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
U.S. House of Representatives September 2013 - December 2013
Stifel Nicolaus June 2013 - August 2013
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Valuation, Financial Analysis, Market Research, Finance, Economics, Financial Accounting, Due Diligence, Bloomberg, Investment Banking, Policy, Structured Finance, Research
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Charles E. Smith Jewish Day School
Brad BonSalle's Stifel Nicolaus Experience February 2007 - June 2007
Job Manager Corporate Strategy at PDC Energy, Inc.
Industry Oil & Energy
Experience
PDC Energy, Inc. March 2015 - Present
Petroleum Development Corporation January 2013 - Present
DCP Midstream August 2011 - January 2013
DCP Midstream March 2009 - August 2011
DCP Midstream July 2007 - March 2009
Stifel Nicolaus February 2007 - June 2007
Banc of America Securities June 2006 - August 2006
Fannie Mae June 2002 - August 2002
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Presentations, Natural Gas, Analysis, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Finance, Budgets, Financial Modeling, Pipelines, Energy, Financial Analysis, Strategy, Contract Negotiation
Education
University of Denver - Daniels College of Business 2003 — 2007
Finance, Finance, Statistics
PDC Energy, Inc. March 2015 - Present
Petroleum Development Corporation January 2013 - Present
DCP Midstream August 2011 - January 2013
DCP Midstream March 2009 - August 2011
DCP Midstream July 2007 - March 2009
Stifel Nicolaus February 2007 - June 2007
Banc of America Securities June 2006 - August 2006
Fannie Mae June 2002 - August 2002
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Presentations, Natural Gas, Analysis, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Finance, Budgets, Financial Modeling, Pipelines, Energy, Financial Analysis, Strategy, Contract Negotiation
Education
University of Denver - Daniels College of Business 2003 — 2007
Finance, Finance, Statistics
John Shaduk John Shaduk's Stifel Nicolaus Experience June 1999 - Present
Job Equity Trader at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 1999 - Present
Ferris Baker Watts 1994 - 1999
T. Rowe Price 1991 - 1994
Skills
Series 63, Series 7, Equities, Equity Trading
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Economics
Boys' Latin 1981 — 1987
Stifel Nicolaus June 1999 - Present
Ferris Baker Watts 1994 - 1999
T. Rowe Price 1991 - 1994
Skills
Series 63, Series 7, Equities, Equity Trading
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Economics
Boys' Latin 1981 — 1987
Lawrence Bain Lawrence Bain's Stifel Nicolaus Experience August 1999 - August 2000
Job Chairman of the Board and Chief Executive Officer at IMH Financial Corporation
Industry Investment Banking
Experience
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
Glenn Haas Glenn Haas's Stifel Nicolaus Experience November 2005 - January 2010
Job Regional Sales Manager at Able Fire
Industry Management Consulting
Experience
Able Fire April 2012 - Present
CaterBid January 2010 - Present
BNI June 2007 - Present
Stifel Nicolaus November 2005 - January 2010
Sparkfamilynetwork.com June 2008 - November 2009
Education
University of Hartford 1987 — 1991
bsba, marketing
Able Fire April 2012 - Present
CaterBid January 2010 - Present
BNI June 2007 - Present
Stifel Nicolaus November 2005 - January 2010
Sparkfamilynetwork.com June 2008 - November 2009
Education
University of Hartford 1987 — 1991
bsba, marketing
Carl Jennings's Stifel Nicolaus Experience 2004 - 2008
Job District Manager (KY Division) Metro at RNDC
Industry Wine and Spirits
Experience
Republic National Distributing Company May 2014 - Present
RNDC May 2011 - Present
R.A.W - Real Athletic Wellness March 2011 - Present
NetWorld Alliance June 2008 - March 2011
Stifel Nicolaus 2004 - 2008
A.G. Edwards 2001 - 2004
Caritas Health & Fitness Club January 1998 - January 2001
United States Marine Corp January 1989 - January 1994
Skills
Sales, New Business Development, Marketing Strategy, Marketing, Leadership, Email Marketing, CRM, Business Development, Advertising, Account Management
Education
University of Louisville 1998 — 2000
Masters, Criminal Law
University of Louisville 1994 — 1997
BA, Criminal Law
Republic National Distributing Company May 2014 - Present
RNDC May 2011 - Present
R.A.W - Real Athletic Wellness March 2011 - Present
NetWorld Alliance June 2008 - March 2011
Stifel Nicolaus 2004 - 2008
A.G. Edwards 2001 - 2004
Caritas Health & Fitness Club January 1998 - January 2001
United States Marine Corp January 1989 - January 1994
Skills
Sales, New Business Development, Marketing Strategy, Marketing, Leadership, Email Marketing, CRM, Business Development, Advertising, Account Management
Education
University of Louisville 1998 — 2000
Masters, Criminal Law
University of Louisville 1994 — 1997
BA, Criminal Law
Corey Bruning Corey Bruning's Stifel Nicolaus Experience February 2001 - May 2003
Job Partner at Bruning & Lewis Law Firm, PLLC
Industry Insurance
Experience
Bruning & Lewis Law Firm, PLLC December 2012 - Present
Corey Bruning, Prof. L.L.C. October 2012 - Present
The University of South Dakota September 2009 - May 2012
University of South Dakota August 2009 - May 2012
Midland National Life August 2006 - August 2009
Midland National Life July 2003 - August 2006
Stifel Nicolaus February 2001 - May 2003
American Express Financial Advisors June 2000 - January 2001
Skills
Insurance, Fixed Annuities, Legal Research, Legal Writing, Legal Advice, Investments, Microsoft Office, Computer Proficiency, Legal Documents, Series 7, Retirement Planning, Life Insurance, Small Business, Retirement, Estate Planning, Securities, Litigation, Mediation, Westlaw, Criminal Law, Commercial Litigation, Trials, Appeals, Corporate Law, Courts, Employment Law, Civil Litigation, Workers Compensation, Personal Injury, Insurance Law
Education
The University of South Dakota 2009 — 2012
MBA, Business Administration
The University of South Dakota School of Law 2009 — 2012
JD, Law
The University of South Dakota 1995 — 2000
BSBA, Economics
Bruning & Lewis Law Firm, PLLC December 2012 - Present
Corey Bruning, Prof. L.L.C. October 2012 - Present
The University of South Dakota September 2009 - May 2012
University of South Dakota August 2009 - May 2012
Midland National Life August 2006 - August 2009
Midland National Life July 2003 - August 2006
Stifel Nicolaus February 2001 - May 2003
American Express Financial Advisors June 2000 - January 2001
Skills
Insurance, Fixed Annuities, Legal Research, Legal Writing, Legal Advice, Investments, Microsoft Office, Computer Proficiency, Legal Documents, Series 7, Retirement Planning, Life Insurance, Small Business, Retirement, Estate Planning, Securities, Litigation, Mediation, Westlaw, Criminal Law, Commercial Litigation, Trials, Appeals, Corporate Law, Courts, Employment Law, Civil Litigation, Workers Compensation, Personal Injury, Insurance Law
Education
The University of South Dakota 2009 — 2012
MBA, Business Administration
The University of South Dakota School of Law 2009 — 2012
JD, Law
The University of South Dakota 1995 — 2000
BSBA, Economics
Anthony Viscogliosi's Stifel Nicolaus Experience August 1998 - August 1999
Job Principal at Viscogliosi Bros., LLC
Industry Financial Services
Experience
Small Bone Innovations 2008 - Present
Viscogliosi Bros., LLC August 1999 - Present
Spine Solutions Inc October 1999 - April 2003
Stifel Nicolaus August 1998 - August 1999
Skills
Venture Capital, Commercialization, Medical Devices, Start-ups, Product Launch, Market Development, Lifesciences, New Business Development, Healthcare, Biotechnology, Strategic Planning, Product Management, Mergers, Product Development, Leadership, Orthopedic, Strategy, Hospitals, Mergers & Acquisitions, FDA, Regulatory Affairs, Capital Equipment, Surgeons, R&D, Disposables, Marketing Strategy, Operating Room, Spine, Pharmaceutical Industry, Surgery, Neurosurgery, Surgical Instruments, Technology Transfer, Cardiology, Cross-functional Team..., ISO 13485, Clinical Trials, Oncology, Global Marketing, Venture Financing, Corporate Development, Angel Investing, Hardware Diagnostics, New Venture Development, Neurology, Capital Raising, Start-up Ventures, Private Placements, Spinal Implants, Capital
Education
University of Michigan 1982 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Small Bone Innovations 2008 - Present
Viscogliosi Bros., LLC August 1999 - Present
Spine Solutions Inc October 1999 - April 2003
Stifel Nicolaus August 1998 - August 1999
Skills
Venture Capital, Commercialization, Medical Devices, Start-ups, Product Launch, Market Development, Lifesciences, New Business Development, Healthcare, Biotechnology, Strategic Planning, Product Management, Mergers, Product Development, Leadership, Orthopedic, Strategy, Hospitals, Mergers & Acquisitions, FDA, Regulatory Affairs, Capital Equipment, Surgeons, R&D, Disposables, Marketing Strategy, Operating Room, Spine, Pharmaceutical Industry, Surgery, Neurosurgery, Surgical Instruments, Technology Transfer, Cardiology, Cross-functional Team..., ISO 13485, Clinical Trials, Oncology, Global Marketing, Venture Financing, Corporate Development, Angel Investing, Hardware Diagnostics, New Venture Development, Neurology, Capital Raising, Start-up Ventures, Private Placements, Spinal Implants, Capital
Education
University of Michigan 1982 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
David Saunders, II David Saunders, II's Stifel Nicolaus Experience 2005 - 2006
Job Senior Investment Consultant at PSA Insurance & Financial Services
Industry Investment Management
Experience
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
Amanda Stolper Amanda Stolper's Stifel Nicolaus Experience January 2012 - May 2012
Job Senior Media Analyst at PublicRelay
Industry Public Relations and Communications
Experience
PublicRelay June 2013 - Present
Georgetown Learning Centers August 2012 - June 2013
Stifel Nicolaus January 2012 - May 2012
Oppenheimer + Close June 2011 - August 2011
Washington University in St. Louis June 2010 - August 2010
Washington University Alumni Department Calling Center June 2010 - August 2010
Cincinnati Asset Management May 2009 - August 2009
Skills
Research, Spanish, Microsoft Office, Microsoft Excel, PowerPoint, Non-profits, Microsoft Word, Event Planning, Stata, Economics, Social Media, Data Analysis, Nonprofits, Community Outreach
Education
Washington University in St. Louis 2008 — 2012
Bachelor of Arts (BA), Economics, Spanish, Psychology
Universidad Carlos III de Madrid 2011 — 2011
PublicRelay June 2013 - Present
Georgetown Learning Centers August 2012 - June 2013
Stifel Nicolaus January 2012 - May 2012
Oppenheimer + Close June 2011 - August 2011
Washington University in St. Louis June 2010 - August 2010
Washington University Alumni Department Calling Center June 2010 - August 2010
Cincinnati Asset Management May 2009 - August 2009
Skills
Research, Spanish, Microsoft Office, Microsoft Excel, PowerPoint, Non-profits, Microsoft Word, Event Planning, Stata, Economics, Social Media, Data Analysis, Nonprofits, Community Outreach
Education
Washington University in St. Louis 2008 — 2012
Bachelor of Arts (BA), Economics, Spanish, Psychology
Universidad Carlos III de Madrid 2011 — 2011
Jennifer Powell's Stifel Nicolaus Experience September 2011 - May 2012
Job Assistant Director, Shasta Senior Nutrition Program
Industry Nonprofit Organization Management
Experience
BLM Northern California District - Resource Advisory Council August 2015 - Present
Shasta Senior Nutrition Programs July 2015 - Present
Shasta Regional Community Foundation October 2012 - May 2015
Stifel Nicolaus September 2011 - May 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Mercy Foundation North August 2003 - March 2010
Shasta County Dept. of Public Health January 2000 - August 2003
United Indian Health Services October 1997 - January 2000
Skills
Grant Writing, Program Management, Strategic Financial..., Public Speaking, Project Management, Marketing Strategy, Problem Solving, Healthcare, Project Planning, Social Media Marketing, Volunteer Management, Training, Teaching, Event Management, Budgets, Grants, Change Management, Coaching, Series 7, Estate Planning, Non-profits, Real Estate, Editing, Entrepreneurship, Team Building, Asset Managment, Accounting, Philanthropy, Event Planning, Strategic Planning, Research, Public Relations, Writing, Team Leadership, PowerPoint, Management, Analysis, Sales, Wealth Management, Community Outreach, Investments, Microsoft Word, Microsoft Excel, Marketing, Securities, Customer Service, Small Business, Microsoft Office, Mutual Funds, Social Media
Education
University of California, Los Angeles 2001 — 2003
Masters, Public Health
The Evergreen State College 1994 — 1997
Bachelor Science, Molecular Biology
Hoopa High School 1987 — 1991
BLM Northern California District - Resource Advisory Council August 2015 - Present
Shasta Senior Nutrition Programs July 2015 - Present
Shasta Regional Community Foundation October 2012 - May 2015
Stifel Nicolaus September 2011 - May 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Mercy Foundation North August 2003 - March 2010
Shasta County Dept. of Public Health January 2000 - August 2003
United Indian Health Services October 1997 - January 2000
Skills
Grant Writing, Program Management, Strategic Financial..., Public Speaking, Project Management, Marketing Strategy, Problem Solving, Healthcare, Project Planning, Social Media Marketing, Volunteer Management, Training, Teaching, Event Management, Budgets, Grants, Change Management, Coaching, Series 7, Estate Planning, Non-profits, Real Estate, Editing, Entrepreneurship, Team Building, Asset Managment, Accounting, Philanthropy, Event Planning, Strategic Planning, Research, Public Relations, Writing, Team Leadership, PowerPoint, Management, Analysis, Sales, Wealth Management, Community Outreach, Investments, Microsoft Word, Microsoft Excel, Marketing, Securities, Customer Service, Small Business, Microsoft Office, Mutual Funds, Social Media
Education
University of California, Los Angeles 2001 — 2003
Masters, Public Health
The Evergreen State College 1994 — 1997
Bachelor Science, Molecular Biology
Hoopa High School 1987 — 1991
Gabriella Becker Gabriella Becker's Stifel Nicolaus Experience June 2011 - August 2011
Job Regulatory, Quality, and Clinical Affairs Rotational Associate at Integra LifeSciences
Industry Medical Devices
Experience
Integra LifeSciences July 2014 - Present
Drexel University May 2013 - August 2013
Medtronic May 2013 - August 2013
The College of New Jersey September 2012 - May 2013
Plato's Closet May 2012 - August 2012
Stifel Nicolaus June 2011 - August 2011
Skills
Minitab, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Digital Image..., Matlab, Google Docs, BIOPAC System, Dev C++, Mimics, PTC Pro/Engineer, Research, SolidWorks, Validation, Event Planning
Education
The College of New Jersey 2010 — 2014
Biomedical Engineering, Mechanical Engineering Concentration
Integra LifeSciences July 2014 - Present
Drexel University May 2013 - August 2013
Medtronic May 2013 - August 2013
The College of New Jersey September 2012 - May 2013
Plato's Closet May 2012 - August 2012
Stifel Nicolaus June 2011 - August 2011
Skills
Minitab, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Digital Image..., Matlab, Google Docs, BIOPAC System, Dev C++, Mimics, PTC Pro/Engineer, Research, SolidWorks, Validation, Event Planning
Education
The College of New Jersey 2010 — 2014
Biomedical Engineering, Mechanical Engineering Concentration
Adriana García Lantzy Adriana García Lantzy's Stifel Nicolaus Experience September 2009 - October 2011
Job Digital Marketing Professional and Entrepreneur
Industry Marketing and Advertising
Experience
Manvelope April 2013 - Present
Carboline Company October 2011 - July 2013
Stifel Nicolaus September 2009 - October 2011
Junior Chamber International January 2009 - August 2009
GE June 2007 - August 2007
Skills
Spanish, Online Marketing, Social Media Marketing, Marketing, Marketing Strategy, Marketing Communications, International Marketing, International Business, Entrepreneurship, Marketing Research, Advertising, Spanish translation, Market Research, Press Releases, Marketing Management, Competitive Analysis, Newsletters, Market Analysis, B2B, Digital Marketing, Product Marketing, New Business Development, Localization, Public Relations, InDesign, Photoshop, Illustrator, WordPress, Umbraco
Education
University of Missouri-Saint Louis 2005 — 2009
BS, International Business and Marketing
The University of Chicago Graham School 2011 — 2012
Certificate in Translation Studies
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Manvelope April 2013 - Present
Carboline Company October 2011 - July 2013
Stifel Nicolaus September 2009 - October 2011
Junior Chamber International January 2009 - August 2009
GE June 2007 - August 2007
Skills
Spanish, Online Marketing, Social Media Marketing, Marketing, Marketing Strategy, Marketing Communications, International Marketing, International Business, Entrepreneurship, Marketing Research, Advertising, Spanish translation, Market Research, Press Releases, Marketing Management, Competitive Analysis, Newsletters, Market Analysis, B2B, Digital Marketing, Product Marketing, New Business Development, Localization, Public Relations, InDesign, Photoshop, Illustrator, WordPress, Umbraco
Education
University of Missouri-Saint Louis 2005 — 2009
BS, International Business and Marketing
The University of Chicago Graham School 2011 — 2012
Certificate in Translation Studies
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Scott Shelly Scott Shelly's Stifel Nicolaus Experience January 2003 - August 2011
Job CFO at Matuse, Inc.
Industry Consumer Goods
Experience
Matuse, Inc. June 2013 - Present
Life Technologies March 2013 - April 2013
Stifel Nicolaus January 2003 - August 2011
Thomas Weisel Partners September 2000 - December 2002
Barclays Global Investors June 1999 - September 2000
Skills
Electronic Trading, Bloomberg, Equity Trading, Options, Index Funds, Account Management, Futures, Sales, Microsoft Excel, Series 7, Equities, Hedge Funds, Bloomberg Terminal, Financial Modeling, Fixed Income, Alternative Investments, Investments, Capital Markets, Equity Research, Securities, Corporate Finance, Customer Service
Education
University of California, Davis
Bachelor of Science, Managerial Economics
University of San Diego
Master of Business Administration (M.B.A.), Corporate Finance Concentration
Matuse, Inc. June 2013 - Present
Life Technologies March 2013 - April 2013
Stifel Nicolaus January 2003 - August 2011
Thomas Weisel Partners September 2000 - December 2002
Barclays Global Investors June 1999 - September 2000
Skills
Electronic Trading, Bloomberg, Equity Trading, Options, Index Funds, Account Management, Futures, Sales, Microsoft Excel, Series 7, Equities, Hedge Funds, Bloomberg Terminal, Financial Modeling, Fixed Income, Alternative Investments, Investments, Capital Markets, Equity Research, Securities, Corporate Finance, Customer Service
Education
University of California, Davis
Bachelor of Science, Managerial Economics
University of San Diego
Master of Business Administration (M.B.A.), Corporate Finance Concentration
Kenneth Politte Kenneth Politte's Stifel Nicolaus Experience June 2009 - April 2010
Job Portfolio Administrator at RREEF
Industry Financial Services
Experience
RREEF February 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
ARAMARK February 2011 - April 2011
Xanterra Parks & Resorts May 2010 - November 2010
Stifel Nicolaus June 2009 - April 2010
Wachovia Securities, LLC / Wells Fargo Advisors October 2008 - April 2009
FCStone January 2007 - October 2008
Mega Book Yellow Page 2006 - 2006
Department of Veterans Affairs 2003 - 2003
Skills
Portfolio Management, Training, Securities, Equities, Mutual Funds, Accounting, Trading, Human Resources, Financial Accounting, Investments, Accounts Payable, Customer Service, Microsoft Excel, Bonds, Management, Insurance, Sales, Inventory Management, Leadership, Credit
Education
Writing With 'The Onion' 1 & 2 2014 — 2014
Second City Training Center 2013 — 2014
Comedy Writing
Central Missouri State University 2000 — 2004
Marketing Management
RREEF February 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
ARAMARK February 2011 - April 2011
Xanterra Parks & Resorts May 2010 - November 2010
Stifel Nicolaus June 2009 - April 2010
Wachovia Securities, LLC / Wells Fargo Advisors October 2008 - April 2009
FCStone January 2007 - October 2008
Mega Book Yellow Page 2006 - 2006
Department of Veterans Affairs 2003 - 2003
Skills
Portfolio Management, Training, Securities, Equities, Mutual Funds, Accounting, Trading, Human Resources, Financial Accounting, Investments, Accounts Payable, Customer Service, Microsoft Excel, Bonds, Management, Insurance, Sales, Inventory Management, Leadership, Credit
Education
Writing With 'The Onion' 1 & 2 2014 — 2014
Second City Training Center 2013 — 2014
Comedy Writing
Central Missouri State University 2000 — 2004
Marketing Management
Steven Butterfield Steven Butterfield's Stifel Nicolaus Experience January 2013 - Present
Job Managing Director/Institutional Sales at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2013 - Present
Stifel Nicolaus December 2011 - January 2013
Stone and Youngberg July 2002 - December 2011
Hartfield Titus and Donnelly January 1991 - July 2002
JJ Kenny Drake October 1986 - December 1990
Skills
Trading, Series 7, Fixed Income, Municipal Bonds, Sales, Building Relationships, Relationship Management
Education
University of California, Berkeley 1982 — 1985
BA, Economics/International Relations
Stifel Nicolaus January 2013 - Present
Stifel Nicolaus December 2011 - January 2013
Stone and Youngberg July 2002 - December 2011
Hartfield Titus and Donnelly January 1991 - July 2002
JJ Kenny Drake October 1986 - December 1990
Skills
Trading, Series 7, Fixed Income, Municipal Bonds, Sales, Building Relationships, Relationship Management
Education
University of California, Berkeley 1982 — 1985
BA, Economics/International Relations
José Morey José Morey's Stifel Nicolaus Experience April 2014 - April 2015
Job Radiologist at U.S. Department of Veterans Affairs
Industry Hospital & Health Care
Experience
Center for Health Analytics and Discovery, EVMS June 2015 - Present
Hyperloop Transportation Technologies Inc January 2015 - Present
IBM October 2014 - Present
U.S. Department of Veterans Affairs May 2015 - Present
U.S. Department of Veterans Affairs September 2014 - Present
Eastern Virginia Medical School March 2015 - Present
University of Virginia February 2014 - Present
Stifel Nicolaus April 2014 - April 2015
Blue Ridge Radiologists, Inc July 2013 - August 2014
University of Pennsylvania Health System July 2012 - July 2013
Skills
Spanish, Networking, Radiology, Medicine, Ethics, Religion, Public Relations, Team Leadership, Strategic Planning, Research, Education, Clinical Research, Informatics, Medical Imaging, Mammography, MRI, Healthcare Management, Medical Education, Neuroradiology, PACS, Pediatrics, Computed Tomography, Fluoroscopy, Nuclear Medicine, Ultrasound, Hospitals, X-ray, EMR, Internal Medicine, Healthcare, Board Certified
Education
Johns Hopkins School of Medicine 2007 — 2008
Internship, Medicine
University of South Florida 2003 — 2007
Doctor of Medicine (MD)
Center for Health Analytics and Discovery, EVMS June 2015 - Present
Hyperloop Transportation Technologies Inc January 2015 - Present
IBM October 2014 - Present
U.S. Department of Veterans Affairs May 2015 - Present
U.S. Department of Veterans Affairs September 2014 - Present
Eastern Virginia Medical School March 2015 - Present
University of Virginia February 2014 - Present
Stifel Nicolaus April 2014 - April 2015
Blue Ridge Radiologists, Inc July 2013 - August 2014
University of Pennsylvania Health System July 2012 - July 2013
Skills
Spanish, Networking, Radiology, Medicine, Ethics, Religion, Public Relations, Team Leadership, Strategic Planning, Research, Education, Clinical Research, Informatics, Medical Imaging, Mammography, MRI, Healthcare Management, Medical Education, Neuroradiology, PACS, Pediatrics, Computed Tomography, Fluoroscopy, Nuclear Medicine, Ultrasound, Hospitals, X-ray, EMR, Internal Medicine, Healthcare, Board Certified
Education
Johns Hopkins School of Medicine 2007 — 2008
Internship, Medicine
University of South Florida 2003 — 2007
Doctor of Medicine (MD)
Cheryl Maier, CPA's Stifel Nicolaus Experience November 2009 - March 2011
Job Senior Accountant at USG
Industry Accounting
Experience
USG August 2013 - Present
General Growth Properties June 2011 - August 2013
Stifel Nicolaus November 2009 - March 2011
Education
DePaul University 2014 — 2016
Master of Science (MS), Information Systems
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Maryville University 2007 — 2009
Bachelor of Science (B.S.), Accounting
USG August 2013 - Present
General Growth Properties June 2011 - August 2013
Stifel Nicolaus November 2009 - March 2011
Education
DePaul University 2014 — 2016
Master of Science (MS), Information Systems
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Maryville University 2007 — 2009
Bachelor of Science (B.S.), Accounting
Aakash Butala Aakash Butala's Stifel Nicolaus Experience 2011 - September 2013
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays October 2013 - Present
Stifel Nicolaus 2011 - September 2013
FS Capital, LLC June 2010 - August 2010
Value Advisory, LLC July 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Bloomberg, Investment Banking
Education
The George Washington University - School of Business 2007 — 2011
BBA, Finance & International Business
Barclays October 2013 - Present
Stifel Nicolaus 2011 - September 2013
FS Capital, LLC June 2010 - August 2010
Value Advisory, LLC July 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Bloomberg, Investment Banking
Education
The George Washington University - School of Business 2007 — 2011
BBA, Finance & International Business
Bryan Stelmack's Stifel Nicolaus Experience June 2012 - Present
Job Director at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus June 2012 - Present
Piper Jaffray & Co. June 2005 - June 2012
Skills
Bonds, Series 7, Capital Markets, Fixed Income, Securities, Series 63, Financial Modeling, Bloomberg, Investment Banking, Municipal Bonds, Public Finance, Equities, Alternative Investments, Finance, Structured Products, Valuation, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM & MFIN, Finance, General
Stifel Nicolaus June 2012 - Present
Piper Jaffray & Co. June 2005 - June 2012
Skills
Bonds, Series 7, Capital Markets, Fixed Income, Securities, Series 63, Financial Modeling, Bloomberg, Investment Banking, Municipal Bonds, Public Finance, Equities, Alternative Investments, Finance, Structured Products, Valuation, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM & MFIN, Finance, General
Jeff Link Jeff Link's Stifel Nicolaus Experience January 2004 - February 2010
Job Financial Analyst enabling proactive investment decisions through Blue Line Investing™.
Industry Financial Services
Experience
Guardian Capital Advisors, LLC February 2010 - Present
Stifel Nicolaus January 2004 - February 2010
Legg Mason November 1997 - December 2003
Smith Barney March 1996 - November 1997
Skills
Portfolio Management, Asset Management, Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, 401k, Insurance
Education
University at Buffalo 1991 — 1995
Bachelor of Science in Business Administration, Finance and Marketing with a minor in Accounting
Guardian Capital Advisors, LLC February 2010 - Present
Stifel Nicolaus January 2004 - February 2010
Legg Mason November 1997 - December 2003
Smith Barney March 1996 - November 1997
Skills
Portfolio Management, Asset Management, Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, 401k, Insurance
Education
University at Buffalo 1991 — 1995
Bachelor of Science in Business Administration, Finance and Marketing with a minor in Accounting
Richard Hall, CFA Richard Hall, CFA's Stifel Nicolaus Experience June 2010 - August 2014
Job Consultant at Chatham Financial
Industry Financial Services
Experience
Chatham Financial May 2015 - Present
Greenheart Travel September 2014 - April 2015
Stifel Nicolaus June 2010 - August 2014
Crestone Capital Advisors October 2008 - May 2010
University of Colorado August 2006 - April 2010
Almacen Storage May 2008 - August 2008
Skills
Investment Management, Chartered Financial..., Research, Modeling, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Forecasting, Valuation, Equity Derivatives, Equity Valuation, Publishing, Equity Research, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Finance, Economics
University of Colorado at Boulder 2006 — 2010
Bachelor of Science (BS), Finance
Chatham Financial May 2015 - Present
Greenheart Travel September 2014 - April 2015
Stifel Nicolaus June 2010 - August 2014
Crestone Capital Advisors October 2008 - May 2010
University of Colorado August 2006 - April 2010
Almacen Storage May 2008 - August 2008
Skills
Investment Management, Chartered Financial..., Research, Modeling, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Forecasting, Valuation, Equity Derivatives, Equity Valuation, Publishing, Equity Research, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Finance, Economics
University of Colorado at Boulder 2006 — 2010
Bachelor of Science (BS), Finance
Steven Shui, CFA Steven Shui, CFA's Stifel Nicolaus Experience January 2011 - March 2014
Job Senior Investment Analyst at WestRiver Group
Industry Venture Capital & Private Equity
Experience
WestRiver Group March 2014 - Present
Clario Medical Imaging August 2014 - Present
Stifel Nicolaus January 2011 - March 2014
Wells Fargo July 2007 - May 2010
Smith Barney June 2006 - August 2006
Skills
Equity Research, Equity Valuation, DCF, Financial Modeling, Valuation, Equities, venture capital, mezzanine debt, private equity, Financial Analysis, Structured Products, RMBS, Factset, Bloomberg, Mandarin, Portfolio Management, Business Services, Capital Markets, Hedge Funds, Asset Management, Investment Management, Securitization, Investments
Education
The Johns Hopkins University 2003 — 2007
BA, Economics
WestRiver Group March 2014 - Present
Clario Medical Imaging August 2014 - Present
Stifel Nicolaus January 2011 - March 2014
Wells Fargo July 2007 - May 2010
Smith Barney June 2006 - August 2006
Skills
Equity Research, Equity Valuation, DCF, Financial Modeling, Valuation, Equities, venture capital, mezzanine debt, private equity, Financial Analysis, Structured Products, RMBS, Factset, Bloomberg, Mandarin, Portfolio Management, Business Services, Capital Markets, Hedge Funds, Asset Management, Investment Management, Securitization, Investments
Education
The Johns Hopkins University 2003 — 2007
BA, Economics
Micah Gerber Micah Gerber's Stifel Nicolaus Experience August 2008 - April 2011
Job Partner and Chief Financial Officer at Senior Living Communities, LLC
Industry Hospital & Health Care
Experience
Senior Living Communities, LLC January 2014 - Present
Edgeview Partners March 2012 - January 2014
SunTrust Robinson Humphrey April 2011 - March 2012
Stifel Nicolaus August 2008 - April 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Private Equity, Corporate Finance, Closers
Education
Tuck School of Business at Dartmouth
MBA
University of Florida
BS
Senior Living Communities, LLC January 2014 - Present
Edgeview Partners March 2012 - January 2014
SunTrust Robinson Humphrey April 2011 - March 2012
Stifel Nicolaus August 2008 - April 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Private Equity, Corporate Finance, Closers
Education
Tuck School of Business at Dartmouth
MBA
University of Florida
BS
Edward Tigh Edward Tigh's Stifel Nicolaus Experience September 2014 - December 2014
Job Summer Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2015 - Present
Stifel Nicolaus September 2014 - December 2014
Stifel Financial Corp. July 2014 - August 2014
Education
Villanova University 2012 — 2016
Bachelor's degree, Economics, Finance
The American University of Rome 2014 — 2014
International Finance
Chaminade Highschool 2008 — 2012
Deutsche Bank June 2015 - Present
Stifel Nicolaus September 2014 - December 2014
Stifel Financial Corp. July 2014 - August 2014
Education
Villanova University 2012 — 2016
Bachelor's degree, Economics, Finance
The American University of Rome 2014 — 2014
International Finance
Chaminade Highschool 2008 — 2012
Samantha Aneson Samantha Aneson's Stifel Nicolaus Experience May 2010 - August 2010
Job Server
Industry Performing Arts
Experience
Ted Spirko Catering Staffing May 2015 - Present
UC Irvine September 2013 - March 2015
Urban Grill and Wine Bar September 2012 - December 2012
Party Princess Productions July 2012 - September 2012
Embarcadero California Bistro May 2012 - September 2012
University of Evansville Department of Theatre August 2010 - May 2012
University of Evansville August 2008 - May 2012
Iroquois Springs June 2011 - August 2011
Stifel Nicolaus May 2010 - August 2010
Skills
Acting, Comedy, Dance, French, Musical Theatre, Performing Arts, Piano, Singing, Spanish, Stage, Theatre, Drama
Education
University of California, Irvine 2012 — 2015
Master of Fine Arts (MFA), Acting
University of Evansville 2008 — 2012
B.S., Theatre Performance
Harlaxton College 2010 — 2010
British Studies Abroad
Tesoro High School 2004 — 2008
Ted Spirko Catering Staffing May 2015 - Present
UC Irvine September 2013 - March 2015
Urban Grill and Wine Bar September 2012 - December 2012
Party Princess Productions July 2012 - September 2012
Embarcadero California Bistro May 2012 - September 2012
University of Evansville Department of Theatre August 2010 - May 2012
University of Evansville August 2008 - May 2012
Iroquois Springs June 2011 - August 2011
Stifel Nicolaus May 2010 - August 2010
Skills
Acting, Comedy, Dance, French, Musical Theatre, Performing Arts, Piano, Singing, Spanish, Stage, Theatre, Drama
Education
University of California, Irvine 2012 — 2015
Master of Fine Arts (MFA), Acting
University of Evansville 2008 — 2012
B.S., Theatre Performance
Harlaxton College 2010 — 2010
British Studies Abroad
Tesoro High School 2004 — 2008
Katie Brummet Katie Brummet's Stifel Nicolaus Experience March 2014 - April 2015
Job Sales Assistant
Industry Financial Services
Experience
Stifel April 2015 - Present
Stifel Nicolaus March 2014 - April 2015
Flat Branch Home Loans January 2013 - January 2014
AT&T September 2012 - January 2013
Landmark Bank August 2010 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Banking, Outlook, Photoshop, Finance, Sales, Team Leadership, Fundraising, Project Planning, Loans, Loan Processing, Auditing, Teamwork, Team Building, Interior Design, Customer Retention, 10 Key, Organization, SketchUp, Mortgage Lending, Sales Management, Time Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Architecture emphasis in Interior Design
Stifel April 2015 - Present
Stifel Nicolaus March 2014 - April 2015
Flat Branch Home Loans January 2013 - January 2014
AT&T September 2012 - January 2013
Landmark Bank August 2010 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Banking, Outlook, Photoshop, Finance, Sales, Team Leadership, Fundraising, Project Planning, Loans, Loan Processing, Auditing, Teamwork, Team Building, Interior Design, Customer Retention, 10 Key, Organization, SketchUp, Mortgage Lending, Sales Management, Time Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Architecture emphasis in Interior Design
Kevin Schindler's Stifel Nicolaus Experience 2010 - Present
Job Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2010 - Present
Skills
Banking, Customer Service, Finance, Leadership, Management, Microsoft Excel, Microsoft Office, Social Media, Team Building
Education
University of Mississippi
Secondary Education and Teaching
Stifel Nicolaus 2010 - Present
Skills
Banking, Customer Service, Finance, Leadership, Management, Microsoft Excel, Microsoft Office, Social Media, Team Building
Education
University of Mississippi
Secondary Education and Teaching
Clarry Ellis Clarry Ellis's Stifel Nicolaus Experience March 2007 - March 2010
Job Caring, knowledgeable, experienced and highly skilled mortgage banker and financial services professional.
Industry Financial Services
Experience
Peoples Bank, "Banking Unusual" February 2015 - Present
PMAC Lending Services Inc. November 2011 - July 2014
Residential Finance October 2011 - January 2014
Stifel Nicolaus March 2007 - March 2010
Priority One Packaging 2004 - 2007
First Gulf Bank 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
eSteel 2000 - 2001
Stevens Communications 1999 - 2000
Gulf Atlantic Insurance 1997 - 1999
Skills
Financial Analysis, Market Analysis, Microsoft Office, Financial Planning, Financial Modeling, Marketing Strategy, Market Research, Account Management, Sales Management, Mortgage Banking, Commercial Banking, International Logistics, Management Consulting, Telecommunications, Insurance, Equities, E-commerce, Blue Pumpkin, Workforce Management, Manufacturing, Consultative Selling, Mortgage Lending, FHA financing, Strategic Financial..., Refinance, Selling, Loan Origination, Strategy, Investments, Loans, Finance, Residential Mortgages, FHA, Credit Analysis, Portfolio Management, Business Development, FHA Financing, Sales, Credit, VA Loans, Leadership, Investment Properties, USDA, Financial Services
Education
The College of William and Mary - The Mason School of Business 1995 — 1997
MBA, Finance, Marketing
University of Virginia 1981 — 1985
BA, History, Religious Studies
Broadwater Academy 1976 — 1981
High School Diploma, College Prep
Peoples Bank, "Banking Unusual" February 2015 - Present
PMAC Lending Services Inc. November 2011 - July 2014
Residential Finance October 2011 - January 2014
Stifel Nicolaus March 2007 - March 2010
Priority One Packaging 2004 - 2007
First Gulf Bank 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
eSteel 2000 - 2001
Stevens Communications 1999 - 2000
Gulf Atlantic Insurance 1997 - 1999
Skills
Financial Analysis, Market Analysis, Microsoft Office, Financial Planning, Financial Modeling, Marketing Strategy, Market Research, Account Management, Sales Management, Mortgage Banking, Commercial Banking, International Logistics, Management Consulting, Telecommunications, Insurance, Equities, E-commerce, Blue Pumpkin, Workforce Management, Manufacturing, Consultative Selling, Mortgage Lending, FHA financing, Strategic Financial..., Refinance, Selling, Loan Origination, Strategy, Investments, Loans, Finance, Residential Mortgages, FHA, Credit Analysis, Portfolio Management, Business Development, FHA Financing, Sales, Credit, VA Loans, Leadership, Investment Properties, USDA, Financial Services
Education
The College of William and Mary - The Mason School of Business 1995 — 1997
MBA, Finance, Marketing
University of Virginia 1981 — 1985
BA, History, Religious Studies
Broadwater Academy 1976 — 1981
High School Diploma, College Prep
Justin Howell Justin Howell's Stifel Nicolaus Experience October 2009 - May 2010
Job Financial Advisor at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Tom Galloway Tom Galloway's Stifel Nicolaus Experience February 2006 - July 2014
Job Legg Mason Vice President National Accounts Manager
Industry Financial Services
Experience
Legg Mason August 2014 - Present
Stifel Nicolaus February 2006 - July 2014
Wachovia Securities Financial Network January 1999 - February 2006
Alex Brown & Sons June 1995 - January 1999
Skills
Mutual Funds, Institutional Sales, Relationship Management, Financial Services, New Business Development, Volunteer Recruiting, Hedge Funds, Team Leadership, Enthusiasm to learn, Strategic Vision, Leadership, Banking, Management, CRM, Equity Research, Investment Banking, Executive Management, Portfolio Management, Strategic Planning, Equities, Football, Investments, Work Very Well with..., Intercollegiate..., Board of Directors, Volleyball, Job Placements, College Recruiting, Cottages, Sales, Lunch
Education
The Johns Hopkins University - Carey Business School 1992 — 1995
Master of Science, Financial Management
University of Notre Dame 1983 — 1987
Bachelors of Business Administration, Accounting
Legg Mason August 2014 - Present
Stifel Nicolaus February 2006 - July 2014
Wachovia Securities Financial Network January 1999 - February 2006
Alex Brown & Sons June 1995 - January 1999
Skills
Mutual Funds, Institutional Sales, Relationship Management, Financial Services, New Business Development, Volunteer Recruiting, Hedge Funds, Team Leadership, Enthusiasm to learn, Strategic Vision, Leadership, Banking, Management, CRM, Equity Research, Investment Banking, Executive Management, Portfolio Management, Strategic Planning, Equities, Football, Investments, Work Very Well with..., Intercollegiate..., Board of Directors, Volleyball, Job Placements, College Recruiting, Cottages, Sales, Lunch
Education
The Johns Hopkins University - Carey Business School 1992 — 1995
Master of Science, Financial Management
University of Notre Dame 1983 — 1987
Bachelors of Business Administration, Accounting
Amita Chundu Amita Chundu's Stifel Nicolaus Experience May 2011 - August 2011
Job Mortgage Sales Analyst at BNP Paribas CIB
Industry Financial Services
Experience
BNP Paribas July 2014 - Present
University of Michigan March 2013 - Present
Big Brothers Big Sisters January 2011 - Present
BNP Paribas June 2013 - August 2013
Alpha Chi Omega Sorority December 2011 - December 2012
J.Crew June 2012 - September 2012
RBC June 2012 - August 2012
Rent The Runway July 2011 - July 2012
Stifel Nicolaus May 2011 - August 2011
University of Michigan Residential Services December 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Research, Customer Service, Facebook, Spanish, Access, Financial Analysis, Data Analysis, Public Speaking, SPSS
Education
University of Michigan 2010 — 2014
B.A. Economics, B.A. Sociology
BNP Paribas July 2014 - Present
University of Michigan March 2013 - Present
Big Brothers Big Sisters January 2011 - Present
BNP Paribas June 2013 - August 2013
Alpha Chi Omega Sorority December 2011 - December 2012
J.Crew June 2012 - September 2012
RBC June 2012 - August 2012
Rent The Runway July 2011 - July 2012
Stifel Nicolaus May 2011 - August 2011
University of Michigan Residential Services December 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Research, Customer Service, Facebook, Spanish, Access, Financial Analysis, Data Analysis, Public Speaking, SPSS
Education
University of Michigan 2010 — 2014
B.A. Economics, B.A. Sociology
JR Bartrug's Stifel Nicolaus Experience July 2011 - Present
Job Investment Banking Associate at Stifel
Industry Investment Banking
Experience
Stifel Nicolaus July 2011 - Present
University of Richmond August 2007 - May 2011
Merrill Lynch June 2010 - August 2010
Lift Parts & Services of Delmarva June 2007 - August 2009
Skills
Investments, Financial Modeling, Portfolio Management, LBO, DCF, Financial Analysis, Finance, Mutual Funds, Valuation, Corporate Finance, Analysis, Investment Banking, Bloomberg, Accounting, Microsoft Excel, Capital IQ, Due Diligence, Equity Valuation, Series 79, Series 63, Capital Markets, Mergers & Acquisitions
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting & Finance
The University of Edinburgh 2009 — 2009
Business
Stifel Nicolaus July 2011 - Present
University of Richmond August 2007 - May 2011
Merrill Lynch June 2010 - August 2010
Lift Parts & Services of Delmarva June 2007 - August 2009
Skills
Investments, Financial Modeling, Portfolio Management, LBO, DCF, Financial Analysis, Finance, Mutual Funds, Valuation, Corporate Finance, Analysis, Investment Banking, Bloomberg, Accounting, Microsoft Excel, Capital IQ, Due Diligence, Equity Valuation, Series 79, Series 63, Capital Markets, Mergers & Acquisitions
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting & Finance
The University of Edinburgh 2009 — 2009
Business
Chris Mikkelsen Chris Mikkelsen's Stifel Nicolaus Experience March 2001 - July 2008
Job Vice President, Products Marketing and Communications Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2008 - Present
Stifel Nicolaus March 2001 - July 2008
American Century Investments 1996 - 2001
Skills
FINRA Series 7, 63, 65..., Chartered Retirement..., Series 7, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Marketing Strategy, Strategic Planning, Series 63, Marketing Communications, Marketing, Social Media Marketing, Series 65, Series 24, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Business Development, Securities, Separately Managed..., Retirement, 401k, Investment Strategies, Alternative Investments, ETFs, IRAs, Defined Benefit
Education
Truman State University 1991 — 1995
B.S., Finance
Boston University
Certificate in Financial Planning, Financial Planning
Wells Fargo Advisors, LLC July 2008 - Present
Stifel Nicolaus March 2001 - July 2008
American Century Investments 1996 - 2001
Skills
FINRA Series 7, 63, 65..., Chartered Retirement..., Series 7, Retirement Planning, Mutual Funds, Investments, Financial Advisory, Marketing Strategy, Strategic Planning, Series 63, Marketing Communications, Marketing, Social Media Marketing, Series 65, Series 24, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Business Development, Securities, Separately Managed..., Retirement, 401k, Investment Strategies, Alternative Investments, ETFs, IRAs, Defined Benefit
Education
Truman State University 1991 — 1995
B.S., Finance
Boston University
Certificate in Financial Planning, Financial Planning
David Brownfield David Brownfield's Stifel Nicolaus Experience July 1999 - August 2006
Job Assistant Vice President at Commerce Bancshares, Inc.
Industry Banking
Experience
Commerce Bancshares, Inc. August 2006 - Present
Stifel Nicolaus July 1999 - August 2006
Kraft/Alliant Food Service July 1996 - July 1999
Alliant Food Service June 1985 - July 1996
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Science (BS), Marketing/Finance
Commerce Bancshares, Inc. August 2006 - Present
Stifel Nicolaus July 1999 - August 2006
Kraft/Alliant Food Service July 1996 - July 1999
Alliant Food Service June 1985 - July 1996
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Science (BS), Marketing/Finance
Bret Tomford Bret Tomford's Stifel Nicolaus Experience November 2004 - May 2012
Job Institutional Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2012 - Present
Stifel Nicolaus November 2004 - May 2012
Skills
Investments, Series 7, Equities, Portfolio Management, Fixed Income, Series 63, Financial Analysis, Capital Markets, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Banking and Financial Support Services
The Ohio State University 1987 — 1993
Bachelor of Arts (BA), Economics
Piper Jaffray May 2012 - Present
Stifel Nicolaus November 2004 - May 2012
Skills
Investments, Series 7, Equities, Portfolio Management, Fixed Income, Series 63, Financial Analysis, Capital Markets, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Banking and Financial Support Services
The Ohio State University 1987 — 1993
Bachelor of Arts (BA), Economics
James Harlow James Harlow's Stifel Nicolaus Experience December 2005 - June 2011
Job Vice President at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
Novare Capital Management May 2012 - Present
Visuell Interactive June 2011 - April 2012
Stifel Nicolaus December 2005 - June 2011
Legg Mason May 2004 - November 2005
Legg Mason August 2003 - May 2004
Legg Mason September 2002 - June 2003
Skills
Investments, Portfolio Management, Finance, Business Development, Management, Fixed Income, Mutual Funds, Equity Research, Budgets, Investment Management, Accounting, Research, Insurance, Financial Modeling, Valuation
Education
Trinity College-Hartford 1998 — 2002
BA, Economics
Novare Capital Management May 2012 - Present
Visuell Interactive June 2011 - April 2012
Stifel Nicolaus December 2005 - June 2011
Legg Mason May 2004 - November 2005
Legg Mason August 2003 - May 2004
Legg Mason September 2002 - June 2003
Skills
Investments, Portfolio Management, Finance, Business Development, Management, Fixed Income, Mutual Funds, Equity Research, Budgets, Investment Management, Accounting, Research, Insurance, Financial Modeling, Valuation
Education
Trinity College-Hartford 1998 — 2002
BA, Economics
Mike Schepers Mike Schepers's Stifel Nicolaus Experience February 2011 - May 2014
Job Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors May 2014 - Present
Stifel Nicolaus February 2011 - May 2014
Skills
Customer Service, ThomsonOne, Microsoft Excel, PowerPoint, Outlook, Call Centers, Dashboard, Data Analysis, Sports, Financial Analysis, Microsoft Office, Teamwork
Education
Lindenwood University 2013 — 2015
Master of Business Administration (MBA)
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Management Services
Wells Fargo Advisors May 2014 - Present
Stifel Nicolaus February 2011 - May 2014
Skills
Customer Service, ThomsonOne, Microsoft Excel, PowerPoint, Outlook, Call Centers, Dashboard, Data Analysis, Sports, Financial Analysis, Microsoft Office, Teamwork
Education
Lindenwood University 2013 — 2015
Master of Business Administration (MBA)
University of Missouri-Columbia 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Management Services
Alex Pandrangi Alex Pandrangi's Stifel Nicolaus Experience July 2013 - Present
Job Investment Banking Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2013 - Present
Stifel Nicolaus June 2012 - August 2012
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Stifel Nicolaus July 2013 - Present
Stifel Nicolaus June 2012 - August 2012
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Karen Regan Karen Regan's Stifel Nicolaus Experience October 2008 - June 2010
Job Real Estate Agent, Financial Services Professional
Industry Real Estate
Experience
ZipRealty August 2010 - Present
Stifel Nicolaus October 2008 - June 2010
T. Rowe Price June 1990 - September 2008
Skills
Series 7, Investments, Mutual Funds, Annuities, Securities, Real Estate License
Education
University of Baltimore 1996 — 2001
MS, Finance
Towson University 1987 — 1990
BS, Finance
ZipRealty August 2010 - Present
Stifel Nicolaus October 2008 - June 2010
T. Rowe Price June 1990 - September 2008
Skills
Series 7, Investments, Mutual Funds, Annuities, Securities, Real Estate License
Education
University of Baltimore 1996 — 2001
MS, Finance
Towson University 1987 — 1990
BS, Finance
Joachim Modahl Joachim Modahl's Stifel Nicolaus Experience April 2005 - December 2005
Job Partner at HitecVision
Industry Financial Services
Experience
HitecVision March 2006 - Present
Såkorn Invest January 2006 - March 2006
Stifel Nicolaus April 2005 - December 2005
Skills
Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2002 — 2005
BSBA, Finance, Economics
ISS
HitecVision March 2006 - Present
Såkorn Invest January 2006 - March 2006
Stifel Nicolaus April 2005 - December 2005
Skills
Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2002 — 2005
BSBA, Finance, Economics
ISS
Scott Schatz Scott Schatz's Stifel Nicolaus Experience October 2010 - Present
Job Assistant Vice President High Grade Trading
Industry Banking
Experience
Stifel Nicolaus October 2010 - Present
Stifel Nicolaus June 2009 - October 2010
KeyBanc Capital Markets July 2007 - February 2009
JPMorgan Chase June 2006 - September 2006
Skills
Capital Markets, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Valuation, Bonds, Management
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Stifel Nicolaus October 2010 - Present
Stifel Nicolaus June 2009 - October 2010
KeyBanc Capital Markets July 2007 - February 2009
JPMorgan Chase June 2006 - September 2006
Skills
Capital Markets, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Valuation, Bonds, Management
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Ted Faas Ted Faas's Stifel Nicolaus Experience April 1987 - January 1993
Job Branch Manager/Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC January 1993 - Present
Stifel Nicolaus April 1987 - January 1993
Skills
Mutual Funds, Retirement Planning, Social Networking, Event Management, Executive Management, Budgets, Forecasting, Series 63, Marketing Strategy, Wealth Management, Strategic Partnerships, Facebook
Education
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Science, Communications
Raymond James Financial Services, Inc. Member FINRA/SIPC January 1993 - Present
Stifel Nicolaus April 1987 - January 1993
Skills
Mutual Funds, Retirement Planning, Social Networking, Event Management, Executive Management, Budgets, Forecasting, Series 63, Marketing Strategy, Wealth Management, Strategic Partnerships, Facebook
Education
University of Illinois at Urbana-Champaign 1972 — 1976
Bachelor of Science, Communications
Noelle Dilts, CFA's Stifel Nicolaus Experience September 2010 - Present
Job Vice President Infrastructure Equity Research at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Nicolaus September 2010 - Present
Stifel Nicolaus July 2004 - April 2011
Skills
Bloomberg, Business Analysis, Equities, Capital Markets, Equity Research, Financial Modeling, Valuation, Investments
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Stifel Nicolaus September 2010 - Present
Stifel Nicolaus July 2004 - April 2011
Skills
Bloomberg, Business Analysis, Equities, Capital Markets, Equity Research, Financial Modeling, Valuation, Investments
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Brian Peters Brian Peters's Stifel Nicolaus Experience July 2012 - November 2014
Job Associate at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group November 2014 - Present
Stifel Nicolaus July 2012 - November 2014
Johns Hopkins University January 2011 - July 2012
RBC Capital Markets June 2011 - August 2011
Berkshire Asset Management June 2010 - August 2010
Stifel Nicolaus & Company February 2010 - May 2010
Skills
Bloomberg, Data Analysis, Microsoft Excel, PowerPoint, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Research
Education
The Johns Hopkins University 2008 — 2012
Fortress Investment Group November 2014 - Present
Stifel Nicolaus July 2012 - November 2014
Johns Hopkins University January 2011 - July 2012
RBC Capital Markets June 2011 - August 2011
Berkshire Asset Management June 2010 - August 2010
Stifel Nicolaus & Company February 2010 - May 2010
Skills
Bloomberg, Data Analysis, Microsoft Excel, PowerPoint, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Research
Education
The Johns Hopkins University 2008 — 2012
Robbie Smith's Stifel Nicolaus Experience June 1999 - February 2001
Job Team Lead at Galls
Industry Public Safety
Experience
Galls September 2015 - Present
Galls March 2007 - Present
Galls, Inc. - An Aramark Company 2007 - Present
AT&T Mobility February 2001 - March 2007
Stifel Nicolaus June 1999 - February 2001
Skills
Account Management, Team Building, Strategic Planning, Sales Management, Leadership, Sales, Contract Negotiation, Sales Presentations, New Business Development, B2B, Sales Operations, Direct Sales, Salesforce.com, Sales Process, Selling, Forecasting, Cold Calling
Education
University of Kentucky 1994 — 1999
Bachelors, Economics
Galls September 2015 - Present
Galls March 2007 - Present
Galls, Inc. - An Aramark Company 2007 - Present
AT&T Mobility February 2001 - March 2007
Stifel Nicolaus June 1999 - February 2001
Skills
Account Management, Team Building, Strategic Planning, Sales Management, Leadership, Sales, Contract Negotiation, Sales Presentations, New Business Development, B2B, Sales Operations, Direct Sales, Salesforce.com, Sales Process, Selling, Forecasting, Cold Calling
Education
University of Kentucky 1994 — 1999
Bachelors, Economics
Blair Abernethy Blair Abernethy's Stifel Nicolaus Experience April 2010 - August 2013
Job Managing Director Equity Research, Technology Analyst at Industrial Alliance Securities
Industry Investment Banking
Experience
Industrial Alliance Securities July 2015 - Present
Cantor Fitzgerald November 2013 - October 2014
Stifel Nicolaus April 2010 - August 2013
Thomas Weisel Partners June 2007 - April 2010
Clarus Securities May 2006 - May 2007
Paradigm Capital March 2002 - April 2006
HSBC Securities 1999 - 2002
GE Capital 1995 - 1999
Bank of Nova Scotia 1989 - 1995
Schlumberger Technologies July 1984 - December 1988
Skills
Venture Capital, Telecommunications, Valuation, Technical Analysis, Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Management, Research, Equity Research, Investments, Equity Valuation, Securities
Education
University of Toronto 1988 — 1989
MBA, Finance
University of Michigan 1980 — 1984
BSc, Electrical Engineering
Industrial Alliance Securities July 2015 - Present
Cantor Fitzgerald November 2013 - October 2014
Stifel Nicolaus April 2010 - August 2013
Thomas Weisel Partners June 2007 - April 2010
Clarus Securities May 2006 - May 2007
Paradigm Capital March 2002 - April 2006
HSBC Securities 1999 - 2002
GE Capital 1995 - 1999
Bank of Nova Scotia 1989 - 1995
Schlumberger Technologies July 1984 - December 1988
Skills
Venture Capital, Telecommunications, Valuation, Technical Analysis, Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Management, Research, Equity Research, Investments, Equity Valuation, Securities
Education
University of Toronto 1988 — 1989
MBA, Finance
University of Michigan 1980 — 1984
BSc, Electrical Engineering
Steven Halverson Steven Halverson's Stifel Nicolaus Experience May 2010 - May 2011
Job Associate at PCM Companies, LLC
Industry Venture Capital & Private Equity
Experience
PCM Companies, LLC February 2013 - Present
Wilary Winn LLC May 2011 - February 2013
Stifel Nicolaus May 2010 - May 2011
Land O'Lakes May 2010 - August 2010
Skills
Microsoft Office, Customer Service, Investment Research, Financial Analysis, PowerPoint, Forecasting, Microsoft Word, Budgets, Finance, Analysis, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science, Finance, Accounting, Economics
PCM Companies, LLC February 2013 - Present
Wilary Winn LLC May 2011 - February 2013
Stifel Nicolaus May 2010 - May 2011
Land O'Lakes May 2010 - August 2010
Skills
Microsoft Office, Customer Service, Investment Research, Financial Analysis, PowerPoint, Forecasting, Microsoft Word, Budgets, Finance, Analysis, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science, Finance, Accounting, Economics
Michael Deelo Michael Deelo's Stifel Nicolaus Experience July 2013 - October 2014
Job Development Business Analyst at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Stifel Nicolaus July 2013 - October 2014
Stifel Nicolaus January 2012 - July 2013
Stifel Nicolaus December 2009 - December 2011
Skills
SQL, Microsoft Office, Procedure Development, Process Efficiency, Business Analysis, SQL Server Management..., SSRS, Project Management, Testing, Test Cases, Bug Tracking, Series 24, Series 7, Series 66, Data Analysis
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Stifel Financial Corp. October 2014 - Present
Stifel Nicolaus July 2013 - October 2014
Stifel Nicolaus January 2012 - July 2013
Stifel Nicolaus December 2009 - December 2011
Skills
SQL, Microsoft Office, Procedure Development, Process Efficiency, Business Analysis, SQL Server Management..., SSRS, Project Management, Testing, Test Cases, Bug Tracking, Series 24, Series 7, Series 66, Data Analysis
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Gregg Billmeyer Gregg Billmeyer's Stifel Nicolaus Experience December 2009 - Present
Job Vice President / Mortgage Banker at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2009 - Present
JPMorgan Chase April 2008 - December 2009
Citi February 2002 - December 2007
Skills
FHA, Refinance, Investment Properties, Mortgage Marketing, Finance, Financial Advisory, Sellers, Investments, Credit, VA loans, Loans, Retirement Planning, Mortgage Banking, Residential Mortgages, VA Loans
Education
University of Missouri-Columbia 1996 — 2000
B.S. Finance, Financial Planning
CBC
Stifel Nicolaus December 2009 - Present
JPMorgan Chase April 2008 - December 2009
Citi February 2002 - December 2007
Skills
FHA, Refinance, Investment Properties, Mortgage Marketing, Finance, Financial Advisory, Sellers, Investments, Credit, VA loans, Loans, Retirement Planning, Mortgage Banking, Residential Mortgages, VA Loans
Education
University of Missouri-Columbia 1996 — 2000
B.S. Finance, Financial Planning
CBC
Timothy O'Keeffe Timothy O'Keeffe's Stifel Nicolaus Experience July 1998 - June 2000
Job Managing Partner at Core Energy Partners
Industry Venture Capital & Private Equity
Experience
Core Energy Partners May 2013 - Present
Prostar Energy Capital 2013 - April 2013
BORCO International Ltd April 2008 - January 2011
First Reserve International Ltd 2000 - 2011
Stifel Nicolaus July 1998 - June 2000
Skills
Valuation, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Finance, Joint Ventures, Mergers & Acquisitions, Emerging Markets, Energy, Entrepreneurship, Business Development, Strategy, Investments, Hedge Funds, Oil/Gas, Equities, Renewable Energy, Petroleum, Corporate Development, LBO, M&A experience, Trading, Financial Modeling, Alternative Investments, Restructuring, Financial Structuring, Asset Management, Capital Markets, Portfolio Management, Commodity
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration, Finance, Accounting, Entrepeneurship
Core Energy Partners May 2013 - Present
Prostar Energy Capital 2013 - April 2013
BORCO International Ltd April 2008 - January 2011
First Reserve International Ltd 2000 - 2011
Stifel Nicolaus July 1998 - June 2000
Skills
Valuation, Private Equity, Due Diligence, Mergers, Venture Capital, Corporate Finance, Joint Ventures, Mergers & Acquisitions, Emerging Markets, Energy, Entrepreneurship, Business Development, Strategy, Investments, Hedge Funds, Oil/Gas, Equities, Renewable Energy, Petroleum, Corporate Development, LBO, M&A experience, Trading, Financial Modeling, Alternative Investments, Restructuring, Financial Structuring, Asset Management, Capital Markets, Portfolio Management, Commodity
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration, Finance, Accounting, Entrepeneurship
Steven K. Rabinaw, CPC, QPA, QKA, AIF®'s Stifel Nicolaus Experience January 2012 - Present
Job Senior Retirement Plan Marketing Specialist at Stifel, Nicolaus & Company, Incorporated
Industry Financial Services
Experience
Stifel, Nicolaus January 2012 - Present
National Life Group June 2009 - April 2011
Fidelity Investments November 2006 - May 2009
The MONY Group July 1987 - January 2005
Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities
Education
State University of New York at Albany
BA
Stifel, Nicolaus January 2012 - Present
National Life Group June 2009 - April 2011
Fidelity Investments November 2006 - May 2009
The MONY Group July 1987 - January 2005
Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities
Education
State University of New York at Albany
BA
John Wren, CFA's Stifel Nicolaus Experience July 2004 - March 2007
Job Manager Planning and Budget at Bonanza Creek Energy, Inc.
Industry Oil & Energy
Experience
Bonanza Creek Energy, Inc. July 2014 - Present
Noble Energy March 2011 - July 2014
Macquarie Capital (USA), Inc. September 2009 - September 2010
Tristone Capital (acquired by Macquarie) March 2007 - September 2009
Stifel Nicolaus July 2004 - March 2007
Skills
Oil & Gas, Planning, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Equity Research, Valuation, Energy, Due Diligence, Analysis, Management, Petroleum, Natural Gas, Investments, Financial Reporting, Equities, Mergers
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
Bonanza Creek Energy, Inc. July 2014 - Present
Noble Energy March 2011 - July 2014
Macquarie Capital (USA), Inc. September 2009 - September 2010
Tristone Capital (acquired by Macquarie) March 2007 - September 2009
Stifel Nicolaus July 2004 - March 2007
Skills
Oil & Gas, Planning, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Equity Research, Valuation, Energy, Due Diligence, Analysis, Management, Petroleum, Natural Gas, Investments, Financial Reporting, Equities, Mergers
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
Patty Cobleigh's Stifel Nicolaus Experience January 2010 - May 2010
Job Sr Business Analyst at Comcast Business
Industry Telecommunications
Experience
Comcast Business August 2015 - Present
J.P. Morgan August 2012 - August 2015
J.P. Morgan July 2011 - September 2012
J.P. Morgan September 2010 - July 2011
Temple University January 2008 - May 2011
J.P. Morgan May 2010 - August 2010
Stifel Nicolaus January 2010 - May 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Project Management, Business Analysis, Microsoft Office, Outlook, Teamwork, Leadership, Process Improvement, Fixed Income, Bloomberg Terminal, Auditing, Analysis, SharePoint, Back Office, Requirements Gathering
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Accounting
Mount Saint Joseph Academy 2003 — 2007
Comcast Business August 2015 - Present
J.P. Morgan August 2012 - August 2015
J.P. Morgan July 2011 - September 2012
J.P. Morgan September 2010 - July 2011
Temple University January 2008 - May 2011
J.P. Morgan May 2010 - August 2010
Stifel Nicolaus January 2010 - May 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Project Management, Business Analysis, Microsoft Office, Outlook, Teamwork, Leadership, Process Improvement, Fixed Income, Bloomberg Terminal, Auditing, Analysis, SharePoint, Back Office, Requirements Gathering
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Accounting
Mount Saint Joseph Academy 2003 — 2007
Dakota Doukas's Stifel Nicolaus Experience June 2014 - August 2014
Job Associate at AlphaSights
Industry Financial Services
Experience
AlphaSights 2015 - Present
Pi Beta Phi December 2013 - January 2015
Stifel Nicolaus June 2014 - August 2014
Pi Beta Phi January 2013 - December 2013
Suvretta Capital Management May 2013 - August 2013
Newcomb College Institute September 2012 - December 2012
Glitter Groupe Media May 2012 - September 2012
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Word, InDesign, Leadership, Marketing, Blogging, Social Media Marketing, Hedge Funds, Editing, Public Speaking, Social Networking, Research, Corporate Finance, Event Planning, Microsoft Office, Restaurant Marketing, Financial Services
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance & Marketing, 3.95
Edgemont Jr./Sr. High School
High School Diploma, General
AlphaSights 2015 - Present
Pi Beta Phi December 2013 - January 2015
Stifel Nicolaus June 2014 - August 2014
Pi Beta Phi January 2013 - December 2013
Suvretta Capital Management May 2013 - August 2013
Newcomb College Institute September 2012 - December 2012
Glitter Groupe Media May 2012 - September 2012
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Word, InDesign, Leadership, Marketing, Blogging, Social Media Marketing, Hedge Funds, Editing, Public Speaking, Social Networking, Research, Corporate Finance, Event Planning, Microsoft Office, Restaurant Marketing, Financial Services
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance & Marketing, 3.95
Edgemont Jr./Sr. High School
High School Diploma, General
Jennifer Ruzicka-Goeke Jennifer Ruzicka-Goeke's Stifel Nicolaus Experience September 2010 - Present
Job Annuity Processor at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus September 2010 - Present
Skills
Hold Series 7, Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft SQL Server, ThomsonOne
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts, Psychology, Sociology
Stifel Nicolaus September 2010 - Present
Skills
Hold Series 7, Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft SQL Server, ThomsonOne
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Arts, Psychology, Sociology
Michael Widner's Stifel Nicolaus Experience October 2005 - February 2013
Job
Industry Investment Management
Experience
KBW February 2013 - Present
Stifel Nicolaus October 2005 - February 2013
Capital One April 2002 - August 2005
The Boston Consulting Group August 1996 - February 2002
United Technologies, Hamilton Standard July 1991 - July 1994
AT&T, Bell Labs January 1988 - August 1989
Skills
Valuation, Financial Modeling, Equity Research, Equities, Capital Markets, Private Equity, Equity Valuation, Hedge Funds, Investments, Portfolio Management, Corporate Development, Corporate Finance, Asset Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Economics, with Honors
University of Virginia 1987 — 1991
BS, Electrical Engineering, magna cum laude
KBW February 2013 - Present
Stifel Nicolaus October 2005 - February 2013
Capital One April 2002 - August 2005
The Boston Consulting Group August 1996 - February 2002
United Technologies, Hamilton Standard July 1991 - July 1994
AT&T, Bell Labs January 1988 - August 1989
Skills
Valuation, Financial Modeling, Equity Research, Equities, Capital Markets, Private Equity, Equity Valuation, Hedge Funds, Investments, Portfolio Management, Corporate Development, Corporate Finance, Asset Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Economics, with Honors
University of Virginia 1987 — 1991
BS, Electrical Engineering, magna cum laude
Eric Seel's Stifel Nicolaus Experience November 2005 - March 2009
Job
Industry Financial Services
Experience
Janney Montgomery Scott July 2013 - Present
Janney Montgomery Scott March 2009 - July 2013
Stifel Nicolaus November 2005 - March 2009
Legg Mason March 1999 - October 2005
US Navy 1988 - 1999
Skills
Project Management, Trading Systems, Capital Markets..., Capital Markets, Bloomberg, Thomson One, FIX, Equity Capital Markets, Fixed Income Trading, Equity Trading, SharePoint, Fixed Income, Leadership, Asset Management, Vendor Management, Electronic Trading, Thompson One, Equities, Business Intelligence, Data Analysis, KPI Dashboards, Special Operations, Management, Business Process, Financial Services, Series 7, Risk Management
Education
Villanova University 2013 — 2014
Certfied Professional in Business Intelligence
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA
Virginia Polytechnic Institute and State University 1988 — 1992
BA
Janney Montgomery Scott July 2013 - Present
Janney Montgomery Scott March 2009 - July 2013
Stifel Nicolaus November 2005 - March 2009
Legg Mason March 1999 - October 2005
US Navy 1988 - 1999
Skills
Project Management, Trading Systems, Capital Markets..., Capital Markets, Bloomberg, Thomson One, FIX, Equity Capital Markets, Fixed Income Trading, Equity Trading, SharePoint, Fixed Income, Leadership, Asset Management, Vendor Management, Electronic Trading, Thompson One, Equities, Business Intelligence, Data Analysis, KPI Dashboards, Special Operations, Management, Business Process, Financial Services, Series 7, Risk Management
Education
Villanova University 2013 — 2014
Certfied Professional in Business Intelligence
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA
Virginia Polytechnic Institute and State University 1988 — 1992
BA
Rob Zickus's Stifel Nicolaus Experience April 2005 - March 2008
Job Project Manager Internal Controls at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Ethel McGlynn's Stifel Nicolaus Experience January 2000 - July 2004
Job Strategic consultant helping RIA's build better businesses
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Wunderlich Securities, Inc. August 2009 - January 2014
Janco Partners, Inc. February 2006 - August 2009
Stifel Nicolaus January 2000 - July 2004
Skills
Capital Markets, Institutional Sales, Equities, Investments, Equity Research, Series 7, Series 63, Financial Analysis, Mutual Funds, Finance, Financial Modeling, Equity Valuation, Asset Management, Valuation, Bloomberg, Alternative Investments, Corporate Finance, FINRA, Pension Funds
Education
University of Colorado at Denver 1995 — 2000
MBA, Finance
University of Colorado at Boulder
TD Ameritrade December 2014 - Present
Wunderlich Securities, Inc. August 2009 - January 2014
Janco Partners, Inc. February 2006 - August 2009
Stifel Nicolaus January 2000 - July 2004
Skills
Capital Markets, Institutional Sales, Equities, Investments, Equity Research, Series 7, Series 63, Financial Analysis, Mutual Funds, Finance, Financial Modeling, Equity Valuation, Asset Management, Valuation, Bloomberg, Alternative Investments, Corporate Finance, FINRA, Pension Funds
Education
University of Colorado at Denver 1995 — 2000
MBA, Finance
University of Colorado at Boulder
Stephanie Dintelmann's Stifel Nicolaus Experience January 1991 - August 1995
Job Global Marketing and Training Coordinator at The ROHO Group
Industry Medical Devices
Experience
The ROHO Group December 2014 - Present
The ROHO Group, Inc. October 2000 - February 2011
The ROHO Group October 2004 - September 2007
Stifel Nicolaus January 1991 - August 1995
Skills
Marketing, Healthcare, Marketing Strategy, Medical Devices, Marketing Communications, Research, Strategic Planning, Process Improvement, Advertising, Account Management
Education
University of Illinois, Champaign-Urbana 1980 — 1984
Bachelor of Science (B.S.), Economics
The ROHO Group December 2014 - Present
The ROHO Group, Inc. October 2000 - February 2011
The ROHO Group October 2004 - September 2007
Stifel Nicolaus January 1991 - August 1995
Skills
Marketing, Healthcare, Marketing Strategy, Medical Devices, Marketing Communications, Research, Strategic Planning, Process Improvement, Advertising, Account Management
Education
University of Illinois, Champaign-Urbana 1980 — 1984
Bachelor of Science (B.S.), Economics
Alice Harper's Stifel Nicolaus Experience April 1999 - April 2008
Job Institutional Equity Sales Trader / Branch Operations Manager
Industry Financial Services
Experience
STIFEL NICOLAUS April 1999 - April 2008
Legg Mason April 1999 - November 2005
Education
University of Colorado Boulder
University of Vermont 1993 — 1995
STIFEL NICOLAUS April 1999 - April 2008
Legg Mason April 1999 - November 2005
Education
University of Colorado Boulder
University of Vermont 1993 — 1995
Thomas Carroll's Stifel Nicolaus Experience May 2000 - Present
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus May 2000 - Present
Legg Mason Equity Research 2000 - 2005
KPMG Consulting September 1997 - May 2000
Doctors Health System August 1997 - September 1998
Alexander and Alexander Consulting Group September 1992 - August 1996
Education
The Johns Hopkins University 1996 — 1998
MHS, Health Finance and Management
Towson University 1990 — 1992
Seneca Valley High School
Stifel Nicolaus May 2000 - Present
Legg Mason Equity Research 2000 - 2005
KPMG Consulting September 1997 - May 2000
Doctors Health System August 1997 - September 1998
Alexander and Alexander Consulting Group September 1992 - August 1996
Education
The Johns Hopkins University 1996 — 1998
MHS, Health Finance and Management
Towson University 1990 — 1992
Seneca Valley High School
David Schick's Stifel Nicolaus Experience AssociateCredit Suisse1999 - 1999
Job Managing Director at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Nicolaus AssociateCredit Suisse1999 - 1999
Education
London School of Economics and Political Science 1996 — 1996
University of Michigan 1993 — 1996
Stifel Nicolaus AssociateCredit Suisse1999 - 1999
Education
London School of Economics and Political Science 1996 — 1996
University of Michigan 1993 — 1996
Nimish Shukla, CFA's Stifel Nicolaus Experience July 2011 - August 2012
Job CoFounder at Abaris Financial
Industry Financial Services
Experience
Abaris Financial December 2013 - Present
Dasra August 2012 - April 2013
Stifel Nicolaus July 2011 - August 2012
Stifel Nicolaus July 2008 - July 2011
College of William and Mary 2004 - 2008
Education
Thomas Jefferson High School
Wharton School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2013 — 2015
Master of Arts (MA), International Studies
The College of William and Mary - The Mason School of Business 2004 — 2008
BBA, Finance
Abaris Financial December 2013 - Present
Dasra August 2012 - April 2013
Stifel Nicolaus July 2011 - August 2012
Stifel Nicolaus July 2008 - July 2011
College of William and Mary 2004 - 2008
Education
Thomas Jefferson High School
Wharton School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2013 — 2015
Master of Arts (MA), International Studies
The College of William and Mary - The Mason School of Business 2004 — 2008
BBA, Finance
Rajiv Mirchandani's Stifel Nicolaus Experience August 2008 - December 2008
Job rajivm@nyu.edu
Industry Venture Capital & Private Equity
Experience
Ezdan Holding Group (Al Tadawul Holding) June 2009 - November 2011
Stifel Nicolaus August 2008 - December 2008
PricewaterhouseCoopers LLP July 2005 - May 2008
PwC Strategy July 2007 - October 2007
PwC April 2007 - May 2007
Skills
Investment Banking, Business Valuation, Financial Analysis, IPO, Mergers, Business Planning, Feasibility Studies, Valuation, Financial Modeling, Due Diligence, DCF, Equity Research, Corporate Finance, IFRS, Financial Reporting, Mergers & Acquisitions, Private Equity, Capital Markets, Finance, Investments, Restructuring, Portfolio Management, Asset Management, Equity Valuation, Structured Finance, Hedge Funds, Acquisitions, Business Development, Financial Structuring, Venture Capital, Financial Services
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Masters of Science, Magna Cum Laude, Finance, Accounting
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Learners Academy
Ezdan Holding Group (Al Tadawul Holding) June 2009 - November 2011
Stifel Nicolaus August 2008 - December 2008
PricewaterhouseCoopers LLP July 2005 - May 2008
PwC Strategy July 2007 - October 2007
PwC April 2007 - May 2007
Skills
Investment Banking, Business Valuation, Financial Analysis, IPO, Mergers, Business Planning, Feasibility Studies, Valuation, Financial Modeling, Due Diligence, DCF, Equity Research, Corporate Finance, IFRS, Financial Reporting, Mergers & Acquisitions, Private Equity, Capital Markets, Finance, Investments, Restructuring, Portfolio Management, Asset Management, Equity Valuation, Structured Finance, Hedge Funds, Acquisitions, Business Development, Financial Structuring, Venture Capital, Financial Services
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Masters of Science, Magna Cum Laude, Finance, Accounting
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Learners Academy
Aashiv Shah's Stifel Nicolaus Experience July 2010 - May 2012
Job Software Equity Research at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2014 - Present
Jefferies & Company May 2012 - May 2014
Stifel Nicolaus July 2010 - May 2012
Huron Consulting Group 2007 - 2008
Accenture 2005 - 2007
Skills
Financial Modeling, Valuation, Analysis, Equity Research, Equities, Bloomberg, Investment Banking, Capital Markets, Business Analysis, Corporate Finance, Equity Valuation, Financial Analysis, Investments, Mergers
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Electrical Engineering
Greenlawns High School
Nomura Securities July 2014 - Present
Jefferies & Company May 2012 - May 2014
Stifel Nicolaus July 2010 - May 2012
Huron Consulting Group 2007 - 2008
Accenture 2005 - 2007
Skills
Financial Modeling, Valuation, Analysis, Equity Research, Equities, Bloomberg, Investment Banking, Capital Markets, Business Analysis, Corporate Finance, Equity Valuation, Financial Analysis, Investments, Mergers
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Electrical Engineering
Greenlawns High School
Craig Miller, CFA's Stifel Nicolaus Experience February 2009 - May 2013
Job Investment Counselors of Maryland
Industry Investment Management
Experience
Investment Counselors of Maryland May 2013 - Present
Stifel Nicolaus February 2009 - May 2013
Stifel, Nicolaus & Co, Inc December 2005 - February 2009
Legg Mason June 1997 - December 2005
Skills
Investments, Series 7, Financial Analysis, Trading, Equities, Equity Trading
Education
Towson University 1992 — 1997
BA, Finance
Franklin High School 1988 — 1992
Investment Counselors of Maryland May 2013 - Present
Stifel Nicolaus February 2009 - May 2013
Stifel, Nicolaus & Co, Inc December 2005 - February 2009
Legg Mason June 1997 - December 2005
Skills
Investments, Series 7, Financial Analysis, Trading, Equities, Equity Trading
Education
Towson University 1992 — 1997
BA, Finance
Franklin High School 1988 — 1992
James Browning's Stifel Nicolaus Experience August 2009 - Present
Job at Stifel Nicolaus
Industry Law Practice
Experience
Stifel Nicolaus August 2009 - Present
Wells Fargo Advisors, LLC May 2009 - August 2009
Wachovia Securities LLC October 2007 - May 2009
A.G. Edwards & Sons, Inc. 2003 - 2007
Blackwell Sanders Peper Martin, LLP 2001 - 2003
Skills
FINRA, Corporate Law, Arbitration, Securities, Securities Regulation, Securities Litigation
Education
University of Missouri-Columbia
B.A.
Washington University in St. Louis School of Law
J.D.
Stifel Nicolaus August 2009 - Present
Wells Fargo Advisors, LLC May 2009 - August 2009
Wachovia Securities LLC October 2007 - May 2009
A.G. Edwards & Sons, Inc. 2003 - 2007
Blackwell Sanders Peper Martin, LLP 2001 - 2003
Skills
FINRA, Corporate Law, Arbitration, Securities, Securities Regulation, Securities Litigation
Education
University of Missouri-Columbia
B.A.
Washington University in St. Louis School of Law
J.D.
Ethel McGlynn's Stifel Nicolaus Experience 1999 - 2004
Job VP Sales at Janco Partners, Inc.
Industry Investment Management
Experience
Janco Partners, Inc. Vice President Corporate ServicesStifel Nicolaus & Company, Inc.2000 - 2004
stifel nicolaus 1999 - 2004
hanifen imhoff 1991 - 2004
Education
University of Colorado Denver 1998 — 2001
MBA, Finance
Janco Partners, Inc. Vice President Corporate ServicesStifel Nicolaus & Company, Inc.2000 - 2004
stifel nicolaus 1999 - 2004
hanifen imhoff 1991 - 2004
Education
University of Colorado Denver 1998 — 2001
MBA, Finance
Michael Pagano's Stifel Nicolaus Experience June 2008 - Present
Job Managing Director at Stifel Nicolaus & Co Inc
Industry Financial Services
Experience
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Kristofer Blohm's Stifel Nicolaus Experience November 2010 - August 2013
Job Mergers & Acquisitions at Kaufman Hall
Industry Management Consulting
Experience
Kaufman Hall September 2013 - Present
Stifel Nicolaus November 2010 - August 2013
Cowen and Company April 2006 - November 2010
Galen Partners June 2004 - April 2006
Societe Generale (SG Cowen) July 2001 - June 2004
Piper Jaffray May 2000 - August 2000
Skills
Investment Banking, Valuation, Private Equity, Debt, Equities, Corporate Finance, Capital Raising, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Business Valuation, LBO, Equity Valuation, Strategy, Management Consulting, Strategic Consulting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
M.A., Accounting
Tulane University 1996 — 2000
B.S.M., Finance
Dwight-Englewood School
Kaufman Hall September 2013 - Present
Stifel Nicolaus November 2010 - August 2013
Cowen and Company April 2006 - November 2010
Galen Partners June 2004 - April 2006
Societe Generale (SG Cowen) July 2001 - June 2004
Piper Jaffray May 2000 - August 2000
Skills
Investment Banking, Valuation, Private Equity, Debt, Equities, Corporate Finance, Capital Raising, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Business Valuation, LBO, Equity Valuation, Strategy, Management Consulting, Strategic Consulting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
M.A., Accounting
Tulane University 1996 — 2000
B.S.M., Finance
Dwight-Englewood School
dave hopper's Stifel Nicolaus Experience January 2008 - Present
Job mortgage loan officer at Stifel Nicolaus
Industry Banking
Experience
Stifel Nicolaus January 2008 - Present
Pulaski Bank March 1999 - December 2007
Skills
Mortgage Lending, Loans, Mortgage Banking
Education
University of Missouri-Columbia 1983 — 1987
Business, real estate
Stifel Nicolaus January 2008 - Present
Pulaski Bank March 1999 - December 2007
Skills
Mortgage Lending, Loans, Mortgage Banking
Education
University of Missouri-Columbia 1983 — 1987
Business, real estate
Andrew Scheier's Stifel Nicolaus Experience September 2007 - Present
Job Senior Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus September 2007 - Present
Ryan Beck & Co. September 2001 - September 2007
W.J. Nolan 1996 - 2001
Education
University at Albany, SUNY 1992 — 1996
Stifel Nicolaus September 2007 - Present
Ryan Beck & Co. September 2001 - September 2007
W.J. Nolan 1996 - 2001
Education
University at Albany, SUNY 1992 — 1996
Kevin Kaiser's Stifel Nicolaus Experience May 2007 - July 2014
Job Brown Advisory Head of Institutional Services
Industry Financial Services
Experience
Sterne Agee August 2014 - May 2015
Stifel Nicolaus May 2007 - July 2014
FINRA 2006 - 2007
Education
The Johns Hopkins University 1995 — 1998
Sterne Agee August 2014 - May 2015
Stifel Nicolaus May 2007 - July 2014
FINRA 2006 - 2007
Education
The Johns Hopkins University 1995 — 1998
David Lutz's Stifel Nicolaus Experience April 2007 - May 2014
Job Head of ETF Trading at JonesTrading
Industry Capital Markets
Experience
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
Sean P. Smith, CFA's Stifel Nicolaus Experience 2002 - 2005
Job Investment Manager & Shareholder at Accredited Investors, Inc.
Industry Investment Management
Experience
Accredited Investors, Inc. 2009 - Present
Climate Generation: A Will Steger Legacy 2014 - Present
Zacks Investment Research 2006 - 2009
Stifel Nicolaus 2002 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2002
Stifel Nicolaus 2000 - 2001
Education
University of Missouri-Columbia 1995 — 1999
BS - Business Administration, Finance & Banking
St. Louis University High 1991 — 1995
Accredited Investors, Inc. 2009 - Present
Climate Generation: A Will Steger Legacy 2014 - Present
Zacks Investment Research 2006 - 2009
Stifel Nicolaus 2002 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2002
Stifel Nicolaus 2000 - 2001
Education
University of Missouri-Columbia 1995 — 1999
BS - Business Administration, Finance & Banking
St. Louis University High 1991 — 1995
Jon Mahan's Stifel Nicolaus Experience June 1996 - Present
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Donegal Insurance Group April 2006 - Present
Stifel Nicolaus June 1996 - Present
Legg Mason June 1996 - December 2005
First of Michigan August 1991 - August 1993
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, Investment Banking, Valuation, Corporate Finance, Due Diligence, Investments, Equities, M&A experience, Financial Modeling, Capital Raising, Private Placements
Education
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
Doctor of Law (J.D.)
Western Michigan University - Haworth College of Business 1988 — 1991
BBA, Finance
Donegal Insurance Group April 2006 - Present
Stifel Nicolaus June 1996 - Present
Legg Mason June 1996 - December 2005
First of Michigan August 1991 - August 1993
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, Investment Banking, Valuation, Corporate Finance, Due Diligence, Investments, Equities, M&A experience, Financial Modeling, Capital Raising, Private Placements
Education
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
Doctor of Law (J.D.)
Western Michigan University - Haworth College of Business 1988 — 1991
BBA, Finance
jodi ruffino's Stifel Nicolaus Experience March 2001 - Present
Job Registered Sales Assistant at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2001 - Present
First Investors Corporation January 1996 - March 2001
Education
Union County College
Stifel Nicolaus March 2001 - Present
First Investors Corporation January 1996 - March 2001
Education
Union County College
Richard Estabrook's Stifel Nicolaus Experience October 2008 - July 2009
Job Managing Director at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. August 2011 - Present
Stone & Youngberg July 2009 - August 2011
Stifel Nicolaus October 2008 - July 2009
LaSalle Bank ABN/AMRO 2006 - 2007
Piper Jaffray 2000 - 2005
Skills
MBS, Research, Fixed Income, Structured Products, Trading, Series 7, Portfolio Management, Securities, Asset Allocation, Investments, Bonds
Education
University of Illinois at Urbana-Champaign 1978 — 1984
B.S., Mathematics, Economics
Oppenheimer & Co. August 2011 - Present
Stone & Youngberg July 2009 - August 2011
Stifel Nicolaus October 2008 - July 2009
LaSalle Bank ABN/AMRO 2006 - 2007
Piper Jaffray 2000 - 2005
Skills
MBS, Research, Fixed Income, Structured Products, Trading, Series 7, Portfolio Management, Securities, Asset Allocation, Investments, Bonds
Education
University of Illinois at Urbana-Champaign 1978 — 1984
B.S., Mathematics, Economics
Patrick Walseth, CFA's Stifel Nicolaus Experience August 2005 - February 2010
Job Research Associate at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group March 2010 - Present
Stifel Nicolaus August 2005 - February 2010
Skills
Bloomberg, Valuation, Series 7, Equity Research, Financial Modeling, Equities, Alternative Investments, Hedge Funds, Asset Management, Investments
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science, Finance, Accounting
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Janus Capital Group March 2010 - Present
Stifel Nicolaus August 2005 - February 2010
Skills
Bloomberg, Valuation, Series 7, Equity Research, Financial Modeling, Equities, Alternative Investments, Hedge Funds, Asset Management, Investments
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science, Finance, Accounting
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Ben Mogil's Stifel Nicolaus Experience August 2003 - Present
Job Managing Director, Equity Research at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus August 2003 - Present
Thomas Weisel Partners August 2003 - June 2010
Skills
Equity Research, Financial Modeling, Equities, Valuation, Investment Banking, Corporate Finance, Investments, Private Equity, Financial Analysis, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions, Corporate Development, Fixed Income, Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (B.A.), Economics and History. Graduated With Distinction
Stifel Nicolaus August 2003 - Present
Thomas Weisel Partners August 2003 - June 2010
Skills
Equity Research, Financial Modeling, Equities, Valuation, Investment Banking, Corporate Finance, Investments, Private Equity, Financial Analysis, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions, Corporate Development, Fixed Income, Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (B.A.), Economics and History. Graduated With Distinction
Dave Sell's Stifel Nicolaus Experience March 2005 - Present
Job Compliance Manager at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus March 2005 - Present
Legg Mason 2003 - 2005
Deustche Bank March 1997 - November 2003
Baltimore City Police Department January 1996 - December 1996
Skills
Securities, Series 7, FINRA, Series 63, Capital Markets, Equities, Mutual Funds, Series 24, Investments, Hedge Funds, Fixed Income, Alternative Investments, Securities Regulation, Asset Management, Bloomberg, Trading, Investment Banking, Corporate Governance, Options, Series 65, Equity Trading
Education
University of Maryland, College Park 1998 — 2002
Criminal Justice/Police Science
Stifel Nicolaus March 2005 - Present
Legg Mason 2003 - 2005
Deustche Bank March 1997 - November 2003
Baltimore City Police Department January 1996 - December 1996
Skills
Securities, Series 7, FINRA, Series 63, Capital Markets, Equities, Mutual Funds, Series 24, Investments, Hedge Funds, Fixed Income, Alternative Investments, Securities Regulation, Asset Management, Bloomberg, Trading, Investment Banking, Corporate Governance, Options, Series 65, Equity Trading
Education
University of Maryland, College Park 1998 — 2002
Criminal Justice/Police Science
Joshua Benninghoff's Stifel Nicolaus Experience July 2012 - Present
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus July 2012 - Present
JPMorgan May 2007 - July 2012
J.P. Morgan July 2002 - May 2007
Education
University of Michigan 2000 — 2002
MPP, Public Policy
University of Michigan 1997 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Summit high
Stifel Nicolaus July 2012 - Present
JPMorgan May 2007 - July 2012
J.P. Morgan July 2002 - May 2007
Education
University of Michigan 2000 — 2002
MPP, Public Policy
University of Michigan 1997 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Summit high
David Hammer's Stifel Nicolaus Experience April 2002 - August 2008
Job Financial Services Representative/Financial Advisor at MetLife Solutions Group
Industry Financial Services
Experience
MetLife Securities July 2014 - Present
Florham Park Wealth Advisors LLC June 2012 - June 2014
Oppenheimer & Co. August 2008 - June 2012
Stifel Nicolaus April 2002 - August 2008
Gruntal & Co. October 1995 - April 2002
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Investments, Securities, Mutual Funds, Equities, Strategic Financial..., Bonds, Alternative Investments, Retirement, Estate Investment...
Education
University of Michigan 1984 — 1988
BA, Economics
Livingston High School 1981 — 1983
MetLife Securities July 2014 - Present
Florham Park Wealth Advisors LLC June 2012 - June 2014
Oppenheimer & Co. August 2008 - June 2012
Stifel Nicolaus April 2002 - August 2008
Gruntal & Co. October 1995 - April 2002
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Investments, Securities, Mutual Funds, Equities, Strategic Financial..., Bonds, Alternative Investments, Retirement, Estate Investment...
Education
University of Michigan 1984 — 1988
BA, Economics
Livingston High School 1981 — 1983
Joshua Barber's Stifel Nicolaus Experience March 2011 - July 2013
Job Associate at Diamond Hill Capital Management, Inc.
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc. May 2015 - Present
Harbor Group July 2013 - April 2015
Stifel Nicolaus March 2011 - July 2013
Stifel Nicolaus December 2005 - March 2011
Legg Mason June 2005 - December 2005
Skills
Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Equities, Alternative Investments, Hedge Funds, Securities, Equity Valuation, Bloomberg, Portfolio Management, Fixed Income, Asset Management, Asset Managment, Private Equity
Education
University of Baltimore 2004 — 2006
MBA, Business
Ner Israel 2000 — 2005
Diamond Hill Capital Management, Inc. May 2015 - Present
Harbor Group July 2013 - April 2015
Stifel Nicolaus March 2011 - July 2013
Stifel Nicolaus December 2005 - March 2011
Legg Mason June 2005 - December 2005
Skills
Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Equities, Alternative Investments, Hedge Funds, Securities, Equity Valuation, Bloomberg, Portfolio Management, Fixed Income, Asset Management, Asset Managment, Private Equity
Education
University of Baltimore 2004 — 2006
MBA, Business
Ner Israel 2000 — 2005
John Ragozzino, Jr. CFA's Stifel Nicolaus Experience September 2003 - April 2005
Job Vice President Research Analyst at Thomas Weisel Partners
Industry Oil & Energy
Experience
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
Eric Thorsen's Stifel Nicolaus Experience June 2007 - August 2007
Job Real Estate Professional
Industry Real Estate
Experience
Atlas Real Estate Group/ DP Assets November 2012 - Present
Association Protection Services, Inc. August 2010 - November 2012
Marcus & Millichap January 2010 - May 2010
AIMCO June 2009 - August 2009
Market Force Information June 2008 - August 2008
Stifel Nicolaus June 2007 - August 2007
Skills
Real Estate, Valuation, Financial Analysis, Real Estate Investment, Dispositions, Debt Negotiation, Program Management, Loans, Finance, Investment Properties, Disposition, Brokerage, Property, Commercial Real Estate, Sales, Debt Settlement, Market Research, Real Estate Economics
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Science (M.S.) Real Estate and Construction Management
University of Colorado 2006 — 2010
B.S. Degree, Business Administration; an emphasis in Finance and Certificate in Real Estate
University of Virginia
Atlas Real Estate Group/ DP Assets November 2012 - Present
Association Protection Services, Inc. August 2010 - November 2012
Marcus & Millichap January 2010 - May 2010
AIMCO June 2009 - August 2009
Market Force Information June 2008 - August 2008
Stifel Nicolaus June 2007 - August 2007
Skills
Real Estate, Valuation, Financial Analysis, Real Estate Investment, Dispositions, Debt Negotiation, Program Management, Loans, Finance, Investment Properties, Disposition, Brokerage, Property, Commercial Real Estate, Sales, Debt Settlement, Market Research, Real Estate Economics
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Science (M.S.) Real Estate and Construction Management
University of Colorado 2006 — 2010
B.S. Degree, Business Administration; an emphasis in Finance and Certificate in Real Estate
University of Virginia
Colleen Nill's Stifel Nicolaus Experience February 2001 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities June 2005 - October 2007
Fifth Third Securities September 2003 - June 2005
Fifth Third Securities June 2001 - September 2003
Stifel Nicolaus February 2001 - June 2001
Fifth Third Securities January 2000 - February 2001
Fifth Third Bank April 1999 - January 2000
Skills
Investments, Legal Compliance, Insurance, Marketing Communications, Investment Banking, Investment Advisory, Internal Audit, Securities, Retirement Planning, Series 7, Analysis, Series 63, Financial Services, Mutual Funds, Wealth Management
Education
University of Cincinnati College of Business 1993 — 1998
BBA, Marketing
University of Cincinnati College of Business 1993 — 1998
BBA, Management
Ursuline Academy 1989 — 1993
Fifth Third Securities June 2005 - October 2007
Fifth Third Securities September 2003 - June 2005
Fifth Third Securities June 2001 - September 2003
Stifel Nicolaus February 2001 - June 2001
Fifth Third Securities January 2000 - February 2001
Fifth Third Bank April 1999 - January 2000
Skills
Investments, Legal Compliance, Insurance, Marketing Communications, Investment Banking, Investment Advisory, Internal Audit, Securities, Retirement Planning, Series 7, Analysis, Series 63, Financial Services, Mutual Funds, Wealth Management
Education
University of Cincinnati College of Business 1993 — 1998
BBA, Marketing
University of Cincinnati College of Business 1993 — 1998
BBA, Management
Ursuline Academy 1989 — 1993
Laurie Wessler's Stifel Nicolaus Experience September 2008 - September 2009
Job Sr. Messaging Engineer at Enterprise Holdings
Industry Financial Services
Experience
Enterprise Holdings August 2013 - Present
Monsanto September 2009 - August 2013
Stifel Nicolaus September 2008 - September 2009
Anheuser-Busch 2007 - 2008
A. G. Edwards 2000 - 2005
Skills
Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Blackberry Enterprise..., Enterprise Vault, DNS, VMware, Group Policy, VMware ESX, Powershell, Citrix, Servers, SCCM, DHCP, Disaster Recovery, Cluster
Education
Truman State University
B. S., Business Admin/Information Technology
Enterprise Holdings August 2013 - Present
Monsanto September 2009 - August 2013
Stifel Nicolaus September 2008 - September 2009
Anheuser-Busch 2007 - 2008
A. G. Edwards 2000 - 2005
Skills
Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Blackberry Enterprise..., Enterprise Vault, DNS, VMware, Group Policy, VMware ESX, Powershell, Citrix, Servers, SCCM, DHCP, Disaster Recovery, Cluster
Education
Truman State University
B. S., Business Admin/Information Technology
Edward Timmons's Stifel Nicolaus Experience January 2005 - May 2008
Job Senior Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita July 2013 - Present
Roth Capital Partners May 2011 - December 2012
Sterne Agee May 2008 - March 2011
Stifel Nicolaus January 2005 - May 2008
Skills
Valuation, Equity Valuation, Equity Research, Bloomberg, Financial Modeling, Asset Management, Equities, Investments, Series 7, FINRA, Fixed Income, Series 63, Financial Analysis, Securities, Alternative Investments, Hedge Funds, Investment Banking, Portfolio Management, Capital Markets
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
West Virginia University 1991 — 1995
B.S B.Ad., Finance
DaVita July 2013 - Present
Roth Capital Partners May 2011 - December 2012
Sterne Agee May 2008 - March 2011
Stifel Nicolaus January 2005 - May 2008
Skills
Valuation, Equity Valuation, Equity Research, Bloomberg, Financial Modeling, Asset Management, Equities, Investments, Series 7, FINRA, Fixed Income, Series 63, Financial Analysis, Securities, Alternative Investments, Hedge Funds, Investment Banking, Portfolio Management, Capital Markets
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
MBA, Finance
West Virginia University 1991 — 1995
B.S B.Ad., Finance
Vivek Garg's Stifel Nicolaus Experience 2007 - May 2011
Job Associate at Lazard
Industry Investment Banking
Experience
Lazard June 2013 - Present
Goldman Sachs 2012 - 2012
Stifel Nicolaus 2007 - May 2011
Skills
Bloomberg, Investment Banking, Valuation, Capital Markets, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint, Investments, Corporate Finance, Beverage Development, Financial Analysis, Equities, Data Analysis, Due Diligence, Finance, Mergers
Education
University of California, Berkeley 2011 — 2013
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 2003 — 2007
BSBA, Business
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Accounting, Finance, International Business
Lazard June 2013 - Present
Goldman Sachs 2012 - 2012
Stifel Nicolaus 2007 - May 2011
Skills
Bloomberg, Investment Banking, Valuation, Capital Markets, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint, Investments, Corporate Finance, Beverage Development, Financial Analysis, Equities, Data Analysis, Due Diligence, Finance, Mergers
Education
University of California, Berkeley 2011 — 2013
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 2003 — 2007
BSBA, Business
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Accounting, Finance, International Business
Lamont Williams, CFA's Stifel Nicolaus Experience February 2003 - July 2009
Job Equity Research Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Telsey Advisory Group October 2011 - June 2014
Stifel Nicolaus February 2003 - July 2009
Skills
Equity Research, Equities, Valuation, Financial Analysis, Financial Modeling, Industry analysis, Consulting
Education
Univeristy of Virginia, McIntire School of Commerce
BS Commerce, Finance and Management Information Systems
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Corporate Strategy
Stifel Financial Corp. June 2014 - Present
Telsey Advisory Group October 2011 - June 2014
Stifel Nicolaus February 2003 - July 2009
Skills
Equity Research, Equities, Valuation, Financial Analysis, Financial Modeling, Industry analysis, Consulting
Education
Univeristy of Virginia, McIntire School of Commerce
BS Commerce, Finance and Management Information Systems
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Corporate Strategy
Chad Miller, CFA, CPA's Stifel Nicolaus Experience 2010 - March 2013
Job Intermediate Portfolio Manager at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2015 - Present
Thrivent Asset Management April 2013 - Present
Stifel Nicolaus 2010 - March 2013
Defined Contribution Advisors 2009 - 2009
IPS 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Microsoft Excel, Accounting, Keyboard Skills, Investments, Mutual Funds, Bloomberg, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2004 — 2009
BSBA, International Business, Finance
Thrivent Financial May 2015 - Present
Thrivent Asset Management April 2013 - Present
Stifel Nicolaus 2010 - March 2013
Defined Contribution Advisors 2009 - 2009
IPS 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Microsoft Excel, Accounting, Keyboard Skills, Investments, Mutual Funds, Bloomberg, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2004 — 2009
BSBA, International Business, Finance
Greg Trusty's Stifel Nicolaus Experience November 2000 - December 2008
Job Regional Sales Representatives at Personal Care Products, Inc.
Industry Health, Wellness and Fitness
Experience
Personal Care Products, Inc. September 2010 - December 2013
Stifel Nicolaus November 2000 - December 2008
Education
University of Louisville 1988 — 1992
BA/BS, Business Management
Personal Care Products, Inc. September 2010 - December 2013
Stifel Nicolaus November 2000 - December 2008
Education
University of Louisville 1988 — 1992
BA/BS, Business Management
Kevin Legatt's Stifel Nicolaus Experience December 2006 - August 2012
Job Telecommunications and Mobility Engineer
Industry Information Technology and Services
Experience
Regional Investment Firm September 2012 - Present
Stifel Nicolaus December 2006 - August 2012
MJSK October 1999 - November 2006
Koch Companies 1998 - 1999
Skills
Microsoft Exchange, Active Directory, Servers, Printers, 2008 R2, Windows Server, DNS, Troubleshooting, Software Installation, XP, WAN, Network Administration, DHCP
Education
University of Minnesota-Twin Cities 2005 — 2007
BAS, Information Technology Infrastructure
University of Minnesota-Morris 1994 — 1997
Computer Science
Totino-Grace High School 1991 — 1994
Regional Investment Firm September 2012 - Present
Stifel Nicolaus December 2006 - August 2012
MJSK October 1999 - November 2006
Koch Companies 1998 - 1999
Skills
Microsoft Exchange, Active Directory, Servers, Printers, 2008 R2, Windows Server, DNS, Troubleshooting, Software Installation, XP, WAN, Network Administration, DHCP
Education
University of Minnesota-Twin Cities 2005 — 2007
BAS, Information Technology Infrastructure
University of Minnesota-Morris 1994 — 1997
Computer Science
Totino-Grace High School 1991 — 1994
Steven F. Owens, Jr.'s Stifel Nicolaus Experience February 2011 - May 2013
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
Stifel Financial Corp. May 2013 - February 2014
Stifel Nicolaus February 2011 - May 2013
Professional Employment Group January 2010 - May 2010
Columbus Chamber of Commerce January 2009 - March 2009
CFBank August 2008 - January 2009
Skills
Series 7, Series 63, Series 66
Education
The Ohio State University 2005 — 2009
BA, Communication Technology, Business, Economics
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
Stifel Financial Corp. May 2013 - February 2014
Stifel Nicolaus February 2011 - May 2013
Professional Employment Group January 2010 - May 2010
Columbus Chamber of Commerce January 2009 - March 2009
CFBank August 2008 - January 2009
Skills
Series 7, Series 63, Series 66
Education
The Ohio State University 2005 — 2009
BA, Communication Technology, Business, Economics
Gary Merryman II's Stifel Nicolaus Experience August 1998 - July 2005
Job Regional Leader at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2012 - Present
JPMorgan Chase September 2005 - February 2010
Stifel Nicolaus August 1998 - July 2005
Skills
Portfolio Management, Securities, Equities, Financial Services, Finance, Series 7, Banking, Trading, Financial Advisory, Sales, Brokerage, Retail, Mutual Funds, Leadership, Wealth Management
Education
The Ohio State University 1991 — 1995
BS, Finance
Morgan Stanley Wealth Management September 2012 - Present
JPMorgan Chase September 2005 - February 2010
Stifel Nicolaus August 1998 - July 2005
Skills
Portfolio Management, Securities, Equities, Financial Services, Finance, Series 7, Banking, Trading, Financial Advisory, Sales, Brokerage, Retail, Mutual Funds, Leadership, Wealth Management
Education
The Ohio State University 1991 — 1995
BS, Finance
Andy Frank's Stifel Nicolaus Experience March 2010 - May 2014
Job Managing Director at Cerberus Capital Management
Industry Capital Markets
Experience
Cerberus Capital Management April 2015 - Present
Stifel Nicolaus March 2010 - May 2014
FSI Capital February 2009 - March 2010
Merrill Lynch 2006 - 2008
Deloitte & Touche May 2003 - March 2006
Skills
ABS, MBS, CDO, Securitization, CMBS, Hedge Funds, Valuation, Debt, Fixed Income, Investments, Equity Derivatives, Structured Finance, Equities, Alternative Investments, Structured Products, Capital Markets, Bonds, Financial Modeling, Asset Management, Financial Structuring, Mergers & Acquisitions, Management, Investment Banking
Education
Tulane University - A.B. Freeman School of Business
Finance / Acccounting
Cerberus Capital Management April 2015 - Present
Stifel Nicolaus March 2010 - May 2014
FSI Capital February 2009 - March 2010
Merrill Lynch 2006 - 2008
Deloitte & Touche May 2003 - March 2006
Skills
ABS, MBS, CDO, Securitization, CMBS, Hedge Funds, Valuation, Debt, Fixed Income, Investments, Equity Derivatives, Structured Finance, Equities, Alternative Investments, Structured Products, Capital Markets, Bonds, Financial Modeling, Asset Management, Financial Structuring, Mergers & Acquisitions, Management, Investment Banking
Education
Tulane University - A.B. Freeman School of Business
Finance / Acccounting
Jerry Browning's Stifel Nicolaus Experience April 2009 - Present
Job Vice PresidentInvestments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 2009 - Present
Wachovia Securities, LLC September 2008 - April 2009
A.G. Edwards September 2001 - September 2008
Carle Clinic Association August 1996 - September 2001
OneCare Health Industries September 1994 - August 1996
Herman Hospital June 1990 - September 1994
Arthur Anderson & Co December 1985 - June 1990
Skills
Analysis, Brokerage, Budgets, Contract Negotiation, Due Diligence, Finance, Financial Reporting, Financial Services, Health Insurance, Insurance, Investments, Long-term Care, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Series 7, Strategic Planning, Executive Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Gregory Portland High 1977 — 1981
Stifel Nicolaus April 2009 - Present
Wachovia Securities, LLC September 2008 - April 2009
A.G. Edwards September 2001 - September 2008
Carle Clinic Association August 1996 - September 2001
OneCare Health Industries September 1994 - August 1996
Herman Hospital June 1990 - September 1994
Arthur Anderson & Co December 1985 - June 1990
Skills
Analysis, Brokerage, Budgets, Contract Negotiation, Due Diligence, Finance, Financial Reporting, Financial Services, Health Insurance, Insurance, Investments, Long-term Care, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Series 7, Strategic Planning, Executive Management
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
Gregory Portland High 1977 — 1981
Michelle Yang, CFA's Stifel Nicolaus Experience July 2006 - December 2006
Job Equity Research Associate at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management February 2009 - Present
LaSalle Investment Management July 2007 - January 2009
Stifel Nicolaus July 2006 - December 2006
Johns Hopkins University June 2006 - October 2006
Citigroup Smith Barney June 2006 - August 2006
Skills
Equity Research, Chartered Financial..., Financial Modeling, Equity Valuation, Mandarin, DCF, Valuation, Financial Analysis
Education
The Johns Hopkins University 2002 — 2007
Bachelor of Science
LaSalle Investment Management February 2009 - Present
LaSalle Investment Management July 2007 - January 2009
Stifel Nicolaus July 2006 - December 2006
Johns Hopkins University June 2006 - October 2006
Citigroup Smith Barney June 2006 - August 2006
Skills
Equity Research, Chartered Financial..., Financial Modeling, Equity Valuation, Mandarin, DCF, Valuation, Financial Analysis
Education
The Johns Hopkins University 2002 — 2007
Bachelor of Science
Gary Russell's Stifel Nicolaus Experience 2002 - 2004
Job Russell Energy Insights LLC
Industry Financial Services
Experience
Russell Energy Insights LLC January 2014 - Present
Key Energy Services, Inc March 2010 - August 2013
Invesco Aim December 2004 - January 2009
Stifel Nicolaus 2002 - 2004
Frost Securities 1999 - 2002
Raymond James 1997 - 1999
Halliburton Company July 1990 - June 1997
Skills
Leadership, Bloomberg, Business Strategy, Financial Modeling, Private Equity, Energy, Valuation, Equity Research, Competitive Analysis, Asset Management, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Capital Markets, Investment Banking, Investments, Management, Finance, Risk Management, Natural Gas, Analysis, Petroleum, Investor Relations, Business Planning, Gas, Financial Markets, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
Tulane University 1985 — 1990
Bachelor of Science, Mechanical Engineering
Russell Energy Insights LLC January 2014 - Present
Key Energy Services, Inc March 2010 - August 2013
Invesco Aim December 2004 - January 2009
Stifel Nicolaus 2002 - 2004
Frost Securities 1999 - 2002
Raymond James 1997 - 1999
Halliburton Company July 1990 - June 1997
Skills
Leadership, Bloomberg, Business Strategy, Financial Modeling, Private Equity, Energy, Valuation, Equity Research, Competitive Analysis, Asset Management, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Capital Markets, Investment Banking, Investments, Management, Finance, Risk Management, Natural Gas, Analysis, Petroleum, Investor Relations, Business Planning, Gas, Financial Markets, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 1993 — 1996
MBA, Finance
Tulane University 1985 — 1990
Bachelor of Science, Mechanical Engineering
Kerri Marsico's Stifel Nicolaus Experience October 2008 - Present
Job Registered Client Service Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus October 2008 - Present
JP Morgan Chase June 2006 - October 2008
Skills
Series 63, Mutual Funds, Series 7
Education
University of Delaware 2002 — 2006
Stifel Nicolaus October 2008 - Present
JP Morgan Chase June 2006 - October 2008
Skills
Series 63, Mutual Funds, Series 7
Education
University of Delaware 2002 — 2006
Amanuel Alemu's Stifel Nicolaus Experience June 2007 - August 2007
Job Assistant Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank September 2013 - January 2015
SFC Associates November 2012 - September 2013
Campbell and Company June 2011 - November 2012
Lombard Securities Incorporated September 2008 - June 2011
Stifel Nicolaus June 2007 - August 2007
Skills
Investments, Financial Modeling, Capital Markets, Risk Management, Fixed Income, Equity Research, Financial Analysis, Alternative Investments, Valuation, Entrepreneurship, Business Strategy, Corporate Finance, Equities, Due Diligence
Education
The Johns Hopkins University 2008 — 2011
Masters, Applied Economics
The Johns Hopkins University 2004 — 2008
Bachelors, Economics
Deutsche Bank February 2015 - Present
Deutsche Bank September 2013 - January 2015
SFC Associates November 2012 - September 2013
Campbell and Company June 2011 - November 2012
Lombard Securities Incorporated September 2008 - June 2011
Stifel Nicolaus June 2007 - August 2007
Skills
Investments, Financial Modeling, Capital Markets, Risk Management, Fixed Income, Equity Research, Financial Analysis, Alternative Investments, Valuation, Entrepreneurship, Business Strategy, Corporate Finance, Equities, Due Diligence
Education
The Johns Hopkins University 2008 — 2011
Masters, Applied Economics
The Johns Hopkins University 2004 — 2008
Bachelors, Economics
Daniel Schisler's Stifel Nicolaus Experience March 2008 - March 2010
Job Surveillance Complaince Officer
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisers March 2010 - April 2013
Stifel Nicolaus March 2008 - March 2010
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Series 3, Securities, Mutual Funds, Investments, Uniform Combined State..., Microsoft Excel, Customer Service, PowerPoint, Analysis, Process Improvement, Management
Education
Truman State University 2002 — 2006
Bachelor of Science (B.S.), Business, Finance
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisers March 2010 - April 2013
Stifel Nicolaus March 2008 - March 2010
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Series 3, Securities, Mutual Funds, Investments, Uniform Combined State..., Microsoft Excel, Customer Service, PowerPoint, Analysis, Process Improvement, Management
Education
Truman State University 2002 — 2006
Bachelor of Science (B.S.), Business, Finance
Michael J. Mahon Jr.'s Stifel Nicolaus Experience July 2011 - July 2014
Job Investment Analyst at Brookside Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Brookside Mezzanine Partners August 2014 - Present
Stifel Nicolaus July 2011 - July 2014
Seidel & Shaw, LLC June 2010 - August 2010
Skills
Analysis, Statistics, Investment Banking, Macroeconomics, Econometrics, Trading, Research, Microeconomics, Bloomberg, Financial Modeling, Valuation, Financial Accounting, Economics, DCF, Bloomberg Terminal, Equity Valuation
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts, Economics
Brookside Mezzanine Partners August 2014 - Present
Stifel Nicolaus July 2011 - July 2014
Seidel & Shaw, LLC June 2010 - August 2010
Skills
Analysis, Statistics, Investment Banking, Macroeconomics, Econometrics, Trading, Research, Microeconomics, Bloomberg, Financial Modeling, Valuation, Financial Accounting, Economics, DCF, Bloomberg Terminal, Equity Valuation
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts, Economics
Kimberley (Timmons) Siegel's Stifel Nicolaus Experience October 2007 - Present
Job Vice President Fixed Income Institutional Sales at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus October 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - October 2007
Hutchinson Shockey Erley & Company August 2001 - December 2004
Skills
Fixed Income, Series 63, Institutional Sales, Series 7, Securities, Mutual Funds, Asset Allocation, Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Speech Communication
Columbia High School 1994 — 1997
Stifel Nicolaus October 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - October 2007
Hutchinson Shockey Erley & Company August 2001 - December 2004
Skills
Fixed Income, Series 63, Institutional Sales, Series 7, Securities, Mutual Funds, Asset Allocation, Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts, Speech Communication
Columbia High School 1994 — 1997
Kim Wille's Stifel Nicolaus Experience April 2010 - Present
Job Equity Sales Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 2010 - Present
Gentiva Health Services April 2009 - April 2010
Skills
Equities, Capital Markets, Investments, Series 63, Investment Banking, Hedge Funds, Securities, Series 7
Education
University of Iowa
Bachelor of Science (B.S.)
Stifel Nicolaus April 2010 - Present
Gentiva Health Services April 2009 - April 2010
Skills
Equities, Capital Markets, Investments, Series 63, Investment Banking, Hedge Funds, Securities, Series 7
Education
University of Iowa
Bachelor of Science (B.S.)
Julien Smythe's Stifel Nicolaus Experience 2008 - May 2012
Job VP Finance of independent E&P Company
Industry Oil & Energy
Experience
Rock Oil Company 2012 - Present
Stifel Nicolaus 2008 - May 2012
Akin Gump Strauss Hauer & Feld LLP 1994 - 2007
Education
The University of Texas at Austin 1988 — 1991
JD, Law
The University of Texas at Austin 1981 — 1985
BA, History
Taft School 1978 — 1981
Navy
Rock Oil Company 2012 - Present
Stifel Nicolaus 2008 - May 2012
Akin Gump Strauss Hauer & Feld LLP 1994 - 2007
Education
The University of Texas at Austin 1988 — 1991
JD, Law
The University of Texas at Austin 1981 — 1985
BA, History
Taft School 1978 — 1981
Navy
Brian Strand's Stifel Nicolaus Experience June 2007 - August 2007
Job Analyst at Skadden, Arps
Industry Legal Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP June 2011 - Present
The Food Partners June 2010 - September 2010
Automatic Data Processing June 2008 - August 2008
Stifel Nicolaus June 2007 - August 2007
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance
Mary Institute Saint Louis Country Day School 2002 — 2006
Skadden, Arps, Slate, Meagher & Flom LLP June 2011 - Present
The Food Partners June 2010 - September 2010
Automatic Data Processing June 2008 - August 2008
Stifel Nicolaus June 2007 - August 2007
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance
Mary Institute Saint Louis Country Day School 2002 — 2006
Larry Wiseheart's Stifel Nicolaus Experience June 2008 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Worldwide Acquisitions April 2010 - June 2010
Bath & Beyond September 2009 - April 2010
Stifel Nicolaus June 2008 - August 2008
Sears & Roebuck, Inc October 2005 - May 2008
DEI Systems, Inc May 2005 - August 2005
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelor, Science Finance
Worldwide Acquisitions April 2010 - June 2010
Bath & Beyond September 2009 - April 2010
Stifel Nicolaus June 2008 - August 2008
Sears & Roebuck, Inc October 2005 - May 2008
DEI Systems, Inc May 2005 - August 2005
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelor, Science Finance
Chelsey Kantner's Stifel Nicolaus Experience June 2012 - Present
Job at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2012 - Present
Stifel Financial Corp. May 2011 - June 2012
Stifel Nicolaus June 2009 - April 2011
Stifel Nicolaus August 2008 - June 2009
Memphis Grizzlies January 2007 - May 2007
Skills
Outlook, Training, Active Directory, Team Building, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Marketing, Management, Investments, Event Planning, Insurance, Mutual Funds, Sales
Education
The University of Memphis 2002 — 2007
Bachelor, Fashion Merchandising/MKTG/MGMT
University of Kentucky 2001 — 2002
Dental
Stifel Nicolaus June 2012 - Present
Stifel Financial Corp. May 2011 - June 2012
Stifel Nicolaus June 2009 - April 2011
Stifel Nicolaus August 2008 - June 2009
Memphis Grizzlies January 2007 - May 2007
Skills
Outlook, Training, Active Directory, Team Building, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Marketing, Management, Investments, Event Planning, Insurance, Mutual Funds, Sales
Education
The University of Memphis 2002 — 2007
Bachelor, Fashion Merchandising/MKTG/MGMT
University of Kentucky 2001 — 2002
Dental
Marie Gasser's Stifel Nicolaus Experience November 2004 - Present
Job Registered Sales
Industry Financial Services
Experience
Stifel Nicolaus November 2004 - Present
Robert A. Cook & Associates January 1986 - May 2004
Skills
Wealth Management, Fixed Annuities, Securities, 401k, Investments, Insurance
Education
The American College 1996 — 2000
Financial Planning and Services
Stifel Nicolaus November 2004 - Present
Robert A. Cook & Associates January 1986 - May 2004
Skills
Wealth Management, Fixed Annuities, Securities, 401k, Investments, Insurance
Education
The American College 1996 — 2000
Financial Planning and Services
Daniel Leavy's Stifel Nicolaus Experience July 2013 - Present
Job Managing Director at Stifel Nicolaus Fixed Income Capital Markets
Industry Financial Services
Experience
Stifel Nicolaus July 2013 - Present
Knight Trading Group December 2008 - June 2013
CRT Capital Group 2004 - 2008
SoundView Technology Group 1998 - 2004
Lehman Brothers 1983 - 1998
Skills
Distressed, Bankrupt..., Equities, Equity Trading, High Yield, Trading, Asset Management, Bloomberg, Bonds, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Private Equity, Securities, Series 63, Series 7, Portfolio Management
Education
Trinity College-Hartford 1979 — 1983
B.A., History
The Hotchkiss School
Stifel Nicolaus July 2013 - Present
Knight Trading Group December 2008 - June 2013
CRT Capital Group 2004 - 2008
SoundView Technology Group 1998 - 2004
Lehman Brothers 1983 - 1998
Skills
Distressed, Bankrupt..., Equities, Equity Trading, High Yield, Trading, Asset Management, Bloomberg, Bonds, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Private Equity, Securities, Series 63, Series 7, Portfolio Management
Education
Trinity College-Hartford 1979 — 1983
B.A., History
The Hotchkiss School
Bryan Niles's Stifel Nicolaus Experience July 2011 - September 2014
Job Morgan Stanley Compliance
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Stifel Nicolaus July 2011 - September 2014
Morgan Stanley 2008 - July 2011
Skills
Securities
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
BS, Marketing, Economics
Morgan Stanley September 2014 - Present
Stifel Nicolaus July 2011 - September 2014
Morgan Stanley 2008 - July 2011
Skills
Securities
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
BS, Marketing, Economics
Mark Blanco's Stifel Nicolaus Experience 2008 - 2008
Job Director, Integrated Systems Programs at FLIR Systems
Industry Defense & Space
Experience
FLIR Systems August 2014 - Present
FLIR Systems January 2013 - August 2014
FLIR Systems July 2010 - August 2014
FLIR Systems October 2008 - July 2010
Stifel Nicolaus 2008 - 2008
Stifel Financial Corp. 2007 - 2007
Naval Surface Warfare Center, Dahlgren Division 2004 - 2006
Naval Surfrace Warfare Center, Dahlgren Division 2002 - 2004
Skills
Program Management, DoD, Defense Contracting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Business Administration and Management, General
University of California, Berkeley 1998 — 2002
Bachelor of Science (BS), Mechanical Engineering
FLIR Systems August 2014 - Present
FLIR Systems January 2013 - August 2014
FLIR Systems July 2010 - August 2014
FLIR Systems October 2008 - July 2010
Stifel Nicolaus 2008 - 2008
Stifel Financial Corp. 2007 - 2007
Naval Surface Warfare Center, Dahlgren Division 2004 - 2006
Naval Surfrace Warfare Center, Dahlgren Division 2002 - 2004
Skills
Program Management, DoD, Defense Contracting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Business Administration and Management, General
University of California, Berkeley 1998 — 2002
Bachelor of Science (BS), Mechanical Engineering
Keith Gay's Stifel Nicolaus Experience Director of ResearchThomas Weisel PartnersJanuary 1999 - July 2010
Job Associate Director of Research at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Director of ResearchThomas Weisel PartnersJanuary 1999 - July 2010
Montgomery Securities March 1996 - January 1999
Merrill Lynch August 1992 - March 1996
US Air Force Academy August 1989 - May 1992
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
UCLA 1978 — 1980
BA, Economics
Stifel Nicolaus Director of ResearchThomas Weisel PartnersJanuary 1999 - July 2010
Montgomery Securities March 1996 - January 1999
Merrill Lynch August 1992 - March 1996
US Air Force Academy August 1989 - May 1992
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
UCLA 1978 — 1980
BA, Economics
Jessica Yager's Stifel Nicolaus Experience January 2014 - Present
Job Senior Team Lead at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2014 - Present
Skills
Series 7, Series 63
Education
University of Missouri-Columbia 2003 — 2007
Stifel Nicolaus January 2014 - Present
Skills
Series 7, Series 63
Education
University of Missouri-Columbia 2003 — 2007
Kristi McNeilly's Stifel Nicolaus Experience 2005 - Present
Job Equity Sales at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus 2005 - Present
Legg Mason 2000 - 2005
Legg Mason 1993 - 2000
Skills
Consumer..., Equities, Capital Markets, Series 7, Investments, Hedge Funds, Series 63, Trading, Securities, Valuation, Financial Markets
Education
University of Baltimore 1996 — 2000
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1988 — 1992
Bachelor of Arts (BA), Urban Studies/Affairs
Stifel Nicolaus 2005 - Present
Legg Mason 2000 - 2005
Legg Mason 1993 - 2000
Skills
Consumer..., Equities, Capital Markets, Series 7, Investments, Hedge Funds, Series 63, Trading, Securities, Valuation, Financial Markets
Education
University of Baltimore 1996 — 2000
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1988 — 1992
Bachelor of Arts (BA), Urban Studies/Affairs
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS