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
Cody Allison Cody Allison's Stifel Nicolaus Experience May 2014 - Present
Job Help Desk Senior Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Stifel Nicolaus May 2014 - Present
Stifel Nicolaus January 2014 - May 2014
Steak n Shake April 2013 - January 2014
Sam's Club August 2012 - April 2013
Missouri State University August 2011 - May 2012
Skills
PowerPoint, Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Customer Satisfaction, Teamwork
Education
University of Missouri-Saint Louis 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stifel Financial Corp. June 2015 - Present
Stifel Nicolaus May 2014 - Present
Stifel Nicolaus January 2014 - May 2014
Steak n Shake April 2013 - January 2014
Sam's Club August 2012 - April 2013
Missouri State University August 2011 - May 2012
Skills
PowerPoint, Customer Service, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Customer Satisfaction, Teamwork
Education
University of Missouri-Saint Louis 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Anthony Slabaugh, CFA Anthony Slabaugh, CFA's Stifel Nicolaus Experience September 2008 - June 2011
Job CMO Mortgage Backed Trader
Industry Financial Services
Experience
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Joe Ireland Joe Ireland's Stifel Nicolaus Experience May 2006 - August 2006
Job Founder of JEI Investment Management, LLC
Industry Financial Services
Experience
JEI Investment Management September 2013 - Present
RBC Capital Markets January 2013 - July 2013
RBC Capital Markets January 2011 - December 2012
RBC Capital Markets January 2010 - December 2010
RBC Capital Markets June 2009 - August 2009
Fox Sports Net June 2008 - July 2008
Citigroup July 2007 - August 2007
Wachovia Securities May 2007 - June 2007
Stifel Nicolaus May 2006 - August 2006
Lowe's Home Improvement May 2005 - August 2005
Skills
Financial Modeling, Customer Service, Microsoft Excel, Bloomberg, Portfolio Management, Alternative Investments, Finance, PowerPoint, Structured Products, Research, Public Speaking, Management, Marketing, Analysis, Investments, Microsoft Office, Social Media
Education
University of Southern California 2005 — 2009
B.S. Business Administration, B.A. Philosophy
JEI Investment Management September 2013 - Present
RBC Capital Markets January 2013 - July 2013
RBC Capital Markets January 2011 - December 2012
RBC Capital Markets January 2010 - December 2010
RBC Capital Markets June 2009 - August 2009
Fox Sports Net June 2008 - July 2008
Citigroup July 2007 - August 2007
Wachovia Securities May 2007 - June 2007
Stifel Nicolaus May 2006 - August 2006
Lowe's Home Improvement May 2005 - August 2005
Skills
Financial Modeling, Customer Service, Microsoft Excel, Bloomberg, Portfolio Management, Alternative Investments, Finance, PowerPoint, Structured Products, Research, Public Speaking, Management, Marketing, Analysis, Investments, Microsoft Office, Social Media
Education
University of Southern California 2005 — 2009
B.S. Business Administration, B.A. Philosophy
Walt Mancing's Stifel Nicolaus Experience September 2009 - Present
Job Senior Vice President/ Investments at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus September 2009 - Present
UBS December 2005 - September 2009
Advest, Inc. November 2003 - December 2005
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Mutual Funds, Fixed Income, Retirement Planning, Strategic Financial..., Estate Planning, Independent Filmmaking, Series 63, Wealth Management..., Investments, Finance, Series 65, Series 7
Education
University of Notre Dame Law School 1995 — 1998
Doctor of Law (JD)
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Economics
Stifel Nicolaus September 2009 - Present
UBS December 2005 - September 2009
Advest, Inc. November 2003 - December 2005
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Mutual Funds, Fixed Income, Retirement Planning, Strategic Financial..., Estate Planning, Independent Filmmaking, Series 63, Wealth Management..., Investments, Finance, Series 65, Series 7
Education
University of Notre Dame Law School 1995 — 1998
Doctor of Law (JD)
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Economics
Peter Elkes Peter Elkes's Stifel Nicolaus Experience July 2007 - June 2009
Job Vice President at Milestone Partners
Industry Financial Services
Experience
Historical Society of Pennsylvania November 2014 - Present
Milestone Partners July 2009 - Present
Stifel Nicolaus July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance / Economics
Historical Society of Pennsylvania November 2014 - Present
Milestone Partners July 2009 - Present
Stifel Nicolaus July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance / Economics
Christopher Wasson Christopher Wasson's Stifel Nicolaus Experience November 2005 - April 2014
Job Financial Advisor / President at Fenwick Financial Services, LLC
Industry Financial Services
Experience
Fenwick Financial Services, LLC April 2014 - Present
Stifel Nicolaus November 2005 - April 2014
Legg Mason April 1997 - November 2005
Skills
Investments, Series 7, Online Advertising, Advertising, Digital Media, Newspapers
Education
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Finance and Management
Fenwick Financial Services, LLC April 2014 - Present
Stifel Nicolaus November 2005 - April 2014
Legg Mason April 1997 - November 2005
Skills
Investments, Series 7, Online Advertising, Advertising, Digital Media, Newspapers
Education
University of South Florida 1992 — 1995
Bachelor of Science (B.S.), Finance and Management
Emily Givens's Stifel Nicolaus Experience January 2001 - May 2002
Job Director, Transitional Programs at Drury University
Industry Higher Education
Experience
Drury University August 2004 - Present
Drury University July 2002 - August 2004
Stifel Nicolaus January 2001 - May 2002
George K. Baum & Company September 1999 - October 2000
Aerotek June 1998 - August 1999
Skills
Public Speaking, Customer Service, Event Planning, Social Networking, Microsoft Office, Higher Education, Facebook, Fundraising, Research, Community Outreach, Leadership, Management, Social Media, Volunteer Management, Interviews
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelor's Degree, Communication and Media Studies
University of Nebraska-Lincoln
Bachelor's degree Communication Studies
Drury University August 2004 - Present
Drury University July 2002 - August 2004
Stifel Nicolaus January 2001 - May 2002
George K. Baum & Company September 1999 - October 2000
Aerotek June 1998 - August 1999
Skills
Public Speaking, Customer Service, Event Planning, Social Networking, Microsoft Office, Higher Education, Facebook, Fundraising, Research, Community Outreach, Leadership, Management, Social Media, Volunteer Management, Interviews
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelor's Degree, Communication and Media Studies
University of Nebraska-Lincoln
Bachelor's degree Communication Studies
Tom Flemming Tom Flemming's Stifel Nicolaus Experience November 1994 - April 1997
Job Mortgage Consultant
Industry Financial Services
Experience
Commercial Bank of St. Louis February 2001 - Present
Stifel Nicolaus November 1994 - April 1997
A G Edwards & Sons May 1986 - October 1994
Travelers Insurance June 1979 - April 1986
Skills
Mortgage
Education
University of Nebraska-Lincoln 1975 — 1979
Finance, Investments/Insurance/Real Estate/Finance
Commercial Bank of St. Louis February 2001 - Present
Stifel Nicolaus November 1994 - April 1997
A G Edwards & Sons May 1986 - October 1994
Travelers Insurance June 1979 - April 1986
Skills
Mortgage
Education
University of Nebraska-Lincoln 1975 — 1979
Finance, Investments/Insurance/Real Estate/Finance
Brian Byrne Brian Byrne's Stifel Nicolaus Experience 2004 - 2007
Job Insurance Broker at The Cornerstone Insurance Group
Industry Insurance
Experience
The Cornerstone Insurance Group August 2010 - Present
Aon Risk Services 2007 - May 2010
Stifel Nicolaus 2004 - 2007
Lehman Brothers 1999 - 2001
Education
University of Southern California 1989 — 1993
B.A., International Relations
The Cornerstone Insurance Group August 2010 - Present
Aon Risk Services 2007 - May 2010
Stifel Nicolaus 2004 - 2007
Lehman Brothers 1999 - 2001
Education
University of Southern California 1989 — 1993
B.A., International Relations
Martin McElroy Jr. Martin McElroy Jr.'s Stifel Nicolaus Experience June 2013 - Present
Job Associate Analyst at Stifel; Passed Level III Exam of the CFA Program
Industry Financial Services
Experience
Stifel Nicolaus June 2013 - Present
Blue Heron Capital February 2013 - May 2013
Monument Restaurants May 2012 - May 2013
Marriott & Co., LLC August 2012 - December 2012
The University of Richmond Men's Rugby Club December 2011 - December 2012
Sonic Tools, LP January 2012 - August 2012
Richmond School of Law February 2012 - May 2012
Merrill Lynch May 2011 - July 2011
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelors of Science
Stifel Nicolaus June 2013 - Present
Blue Heron Capital February 2013 - May 2013
Monument Restaurants May 2012 - May 2013
Marriott & Co., LLC August 2012 - December 2012
The University of Richmond Men's Rugby Club December 2011 - December 2012
Sonic Tools, LP January 2012 - August 2012
Richmond School of Law February 2012 - May 2012
Merrill Lynch May 2011 - July 2011
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelors of Science
Anthony Bess Anthony Bess's Stifel Nicolaus Experience 2010 - 2010
Job Assistant Manager
Industry Retail
Experience
Kohl's Department Stores May 2013 - Present
Kohl's Department Stores 2012 - 2012
Stifel Nicolaus 2010 - 2010
Education
University of Missouri-Columbia, College of Business 2008 — 2011
St. Louis University High School 2002 — 2010
Kohl's Department Stores May 2013 - Present
Kohl's Department Stores 2012 - 2012
Stifel Nicolaus 2010 - 2010
Education
University of Missouri-Columbia, College of Business 2008 — 2011
St. Louis University High School 2002 — 2010
Patti Enger's Stifel Nicolaus Experience 1997 - 2000
Job EC Business Analyst at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions December 2010 - Present
TechnoSmarts, Inc. June 2010 - December 2010
Amdocs May 2007 - May 2009
AT&T 2004 - 2007
AT&T 2000 - 2004
Stifel Nicolaus 1997 - 2000
Skills
Process Improvement, Project Management, Telecommunications, Software Project..., SDLC, Testing, Electronic Commerce, Business Process..., Requirements Gathering, E-commerce, SQL
Education
University of Missouri-Saint Louis
BSBA, Management/Marketing
Washington University in St. Louis
Business Analysis Certification
Daugherty Business Solutions December 2010 - Present
TechnoSmarts, Inc. June 2010 - December 2010
Amdocs May 2007 - May 2009
AT&T 2004 - 2007
AT&T 2000 - 2004
Stifel Nicolaus 1997 - 2000
Skills
Process Improvement, Project Management, Telecommunications, Software Project..., SDLC, Testing, Electronic Commerce, Business Process..., Requirements Gathering, E-commerce, SQL
Education
University of Missouri-Saint Louis
BSBA, Management/Marketing
Washington University in St. Louis
Business Analysis Certification
Chuck Beckwith Chuck Beckwith's Stifel Nicolaus Experience May 2010 - Present
Job Senior Systems Administrator at Stifel Nicolaus
Industry Information Technology and Services
Experience
Stifel Nicolaus May 2010 - Present
Alexander Open Systems September 2005 - May 2010
AOS, LLC 2005 - May 2010
Alexander Open Systems (AOS) 2005 - May 2010
CBIZ Network Solutions 2000 - 2005
Shaw Industries 1992 - 2000
Education
University of Missouri-Saint Louis 1997 — 2001
Bachelor of Science - Management of Information Systems, Technology
Pattonville High School 1985 — 1988
Stifel Nicolaus May 2010 - Present
Alexander Open Systems September 2005 - May 2010
AOS, LLC 2005 - May 2010
Alexander Open Systems (AOS) 2005 - May 2010
CBIZ Network Solutions 2000 - 2005
Shaw Industries 1992 - 2000
Education
University of Missouri-Saint Louis 1997 — 2001
Bachelor of Science - Management of Information Systems, Technology
Pattonville High School 1985 — 1988
Chris Brodeur Chris Brodeur's Stifel Nicolaus Experience July 2010 - July 2011
Job Manager Systems Administration at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance December 2012 - Present
Liberty Mutual Insurance July 2011 - December 2012
Stifel Nicolaus July 2010 - July 2011
Thomas Weisel Partners 2007 - January 2011
U.S. Army 1988 - 2008
Liberty Mutual Insurance 2003 - 2007
Thomas Weisel Partners 2000 - 2003
Hewlett-Packard 1999 - 2000
Aerojet 1996 - 1999
Liberty Mutual 1995 - 1996
Skills
Exchange 2010, 2007,..., Microsoft Active..., MCSE, Disaster Recovery, Citrix, System Administration, Security, Virtualization, Servers, Windows Server, VMware, DNS, Vendor Management, Data Center, Cisco Technologies, Microsoft Exchange, Active Directory, Firewalls, SAN, Troubleshooting, Microsoft Certified..., Infrastructure, DHCP, Group Policy, Integration, SharePoint, Windows, Technical Support, Project Management, Networking, IT Strategy, Microsoft SQL Server, TCP/IP, Hardware, Software Documentation, Switches, Enterprise Software, Blackberry Enterprise..., Computer Security, Databases, Software Installation, IT Management, Business Continuity, IT Operations, ITIL, Microsoft Technologies, Network Security, VMware ESX, Enterprise Architecture, Cloud Computing
Education
University of Rhode Island 1983 — 1988
BA, Political Science
Liberty Mutual Insurance December 2012 - Present
Liberty Mutual Insurance July 2011 - December 2012
Stifel Nicolaus July 2010 - July 2011
Thomas Weisel Partners 2007 - January 2011
U.S. Army 1988 - 2008
Liberty Mutual Insurance 2003 - 2007
Thomas Weisel Partners 2000 - 2003
Hewlett-Packard 1999 - 2000
Aerojet 1996 - 1999
Liberty Mutual 1995 - 1996
Skills
Exchange 2010, 2007,..., Microsoft Active..., MCSE, Disaster Recovery, Citrix, System Administration, Security, Virtualization, Servers, Windows Server, VMware, DNS, Vendor Management, Data Center, Cisco Technologies, Microsoft Exchange, Active Directory, Firewalls, SAN, Troubleshooting, Microsoft Certified..., Infrastructure, DHCP, Group Policy, Integration, SharePoint, Windows, Technical Support, Project Management, Networking, IT Strategy, Microsoft SQL Server, TCP/IP, Hardware, Software Documentation, Switches, Enterprise Software, Blackberry Enterprise..., Computer Security, Databases, Software Installation, IT Management, Business Continuity, IT Operations, ITIL, Microsoft Technologies, Network Security, VMware ESX, Enterprise Architecture, Cloud Computing
Education
University of Rhode Island 1983 — 1988
BA, Political Science
Steven Higgins Steven Higgins's Stifel Nicolaus Experience 2005 - 2009
Job Managing Director at Baker Tilly Capital, LLC
Industry Financial Services
Experience
Janney Montgomery Scott 2009 - 2015
Stifel Nicolaus 2005 - 2009
Legg Mason Wood Walker, Inc. 2000 - 2005
CA Equity Partners, LLC 1998 - 2000
Coopers & Lybrand Securities, LLC 1995 - 1998
American Express 1990 - 1993
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investments, Investment Banking, Financial Analysis, Capital Markets, Alternative Investments, Equities, Mergers, Sell Side, Securities, Strategic Planning, Asset Allocation, Strategy, Portfolio Management, Private Placements, Wealth Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Finance
Janney Montgomery Scott 2009 - 2015
Stifel Nicolaus 2005 - 2009
Legg Mason Wood Walker, Inc. 2000 - 2005
CA Equity Partners, LLC 1998 - 2000
Coopers & Lybrand Securities, LLC 1995 - 1998
American Express 1990 - 1993
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investments, Investment Banking, Financial Analysis, Capital Markets, Alternative Investments, Equities, Mergers, Sell Side, Securities, Strategic Planning, Asset Allocation, Strategy, Portfolio Management, Private Placements, Wealth Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Finance
Douglas Reid's Stifel Nicolaus Experience July 2010 - March 2011
Job Senior Vice President, Research Analyst at Atalanta Sosnoff Capital
Industry Investment Management
Experience
Atalanta Sosnoff Capital April 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners February 2002 - July 2010
Bear Stearns August 1999 - August 2001
ING Barings February 1995 - August 1997
Skills
Chartered Financial..., Portfolio Management, Equity Research, Macroeconomics, Financial Modeling, Valuation, Equities, Alternative Investments, Emerging Markets, Hedge Funds, Investments, Capital Markets
Education
University of Rochester - Simon School of Business 1997 — 1999
MBA, Finance
University of Ottawa / Université d'Ottawa 1990 — 1994
BCom, BSocSc (Economics)
Atalanta Sosnoff Capital April 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners February 2002 - July 2010
Bear Stearns August 1999 - August 2001
ING Barings February 1995 - August 1997
Skills
Chartered Financial..., Portfolio Management, Equity Research, Macroeconomics, Financial Modeling, Valuation, Equities, Alternative Investments, Emerging Markets, Hedge Funds, Investments, Capital Markets
Education
University of Rochester - Simon School of Business 1997 — 1999
MBA, Finance
University of Ottawa / Université d'Ottawa 1990 — 1994
BCom, BSocSc (Economics)
Ryan Daws's Stifel Nicolaus Experience September 2010 - June 2013
Job Chief Financial Officer
Industry Biotechnology
Experience
Stifel Nicolaus September 2010 - June 2013
Cowen and Company, LLC July 1999 - November 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Financial Analysis, Strategy Development, Competitive Analysis, Business Strategy, Strategic Planning, Capital Markets, Healthcare, Business Analysis, Negotiation, Budgeting, Securities, Financial Planning, Financial Markets, Industry Analysis
Education
University of South Carolina - The Moore School of Business 1996 — 1998
International Master of Business Administration, International Business and Finance (MIBS Program)
University of South Carolina-Columbia 1992 — 1996
BS, Finance, Organizational Management
Stifel Nicolaus September 2010 - June 2013
Cowen and Company, LLC July 1999 - November 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Financial Analysis, Strategy Development, Competitive Analysis, Business Strategy, Strategic Planning, Capital Markets, Healthcare, Business Analysis, Negotiation, Budgeting, Securities, Financial Planning, Financial Markets, Industry Analysis
Education
University of South Carolina - The Moore School of Business 1996 — 1998
International Master of Business Administration, International Business and Finance (MIBS Program)
University of South Carolina-Columbia 1992 — 1996
BS, Finance, Organizational Management
Brandon Halm, CAIA's Stifel Nicolaus Experience July 2005 - February 2007
Job Director, Alternative Investments at Pennsylvania State Employees' Retirement System
Industry Venture Capital & Private Equity
Experience
Pennsylvania State Employees' Retirement System July 2013 - Present
Calvert Street Capital Partners February 2007 - July 2013
Stifel Nicolaus July 2005 - February 2007
Skills
Mergers & Acquisitions, Negotiation, Investments, Financial Analysis, Private Equity, Valuation, Alternative Investments, Due Diligence, Venture Capital, Financial Structuring, Financial Modeling, LBO
Education
University of Richmond 2001 — 2005
B.S.B.A.
Pennsylvania State Employees' Retirement System July 2013 - Present
Calvert Street Capital Partners February 2007 - July 2013
Stifel Nicolaus July 2005 - February 2007
Skills
Mergers & Acquisitions, Negotiation, Investments, Financial Analysis, Private Equity, Valuation, Alternative Investments, Due Diligence, Venture Capital, Financial Structuring, Financial Modeling, LBO
Education
University of Richmond 2001 — 2005
B.S.B.A.
Breann Bailey (Chastain)'s Stifel Nicolaus Experience 1998 - 2002
Job Blogger, Trainer
Industry Writing and Editing
Experience
Chrysler February 2011 - August 2013
Wachovia Securities May 2008 - February 2011
A. G. Edwards & Sons, Inc. October 2006 - May 2008
A. G. Edwards & Sons, Inc. 2004 - 2006
Stifel, Nicolaus 1998 - 2002
Skills
Customer Service, Microsoft Office, Vendor Management, Business Analysis, Budgets, Project Management, Microsoft Excel, Team Building, Process Improvement, Team Leadership, Strategic Planning, PowerPoint, Inventory Management, Negotiation, New Business Development, Operations Management, Sales, Training, Troubleshooting, Customer Satisfaction, Management
Education
University of Missouri-Saint Louis 2005 — 2008
M.B.A., Business Administration and Management, General
Granite City High School 1995 — 1999
Chrysler February 2011 - August 2013
Wachovia Securities May 2008 - February 2011
A. G. Edwards & Sons, Inc. October 2006 - May 2008
A. G. Edwards & Sons, Inc. 2004 - 2006
Stifel, Nicolaus 1998 - 2002
Skills
Customer Service, Microsoft Office, Vendor Management, Business Analysis, Budgets, Project Management, Microsoft Excel, Team Building, Process Improvement, Team Leadership, Strategic Planning, PowerPoint, Inventory Management, Negotiation, New Business Development, Operations Management, Sales, Training, Troubleshooting, Customer Satisfaction, Management
Education
University of Missouri-Saint Louis 2005 — 2008
M.B.A., Business Administration and Management, General
Granite City High School 1995 — 1999
Will Woodfield's Stifel Nicolaus Experience June 2006 - July 2006
Job Director of Capital Markets, Treasury, Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals October 2013 - Present
The BioBreak Organization Board of Directors April 2013 - August 2014
Bristol-Myers Squibb September 2013 - October 2013
Bristol-Myers Squibb November 2012 - August 2013
Bristol-Myers Squibb July 2010 - October 2012
RBC Capital Markets July 2007 - June 2010
Stifel Nicolaus June 2006 - July 2006
US Department of Agriculture May 2002 - July 2005
Peace Corps July 1998 - December 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Business Strategy, Financial Due Diligence, Cash Flow Analysis, Capital Markets, Interest Rate..., Investments, Capital Structure, Commercial Paper, Bond Issuance, Debt Tenders, Foreign Exchange Risk..., Investment Banking, Finance, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Master of Business Administration (MBA), Finance, General
Williams College 1994 — 1998
BA, Biology, Economics
Valeant Pharmaceuticals October 2013 - Present
The BioBreak Organization Board of Directors April 2013 - August 2014
Bristol-Myers Squibb September 2013 - October 2013
Bristol-Myers Squibb November 2012 - August 2013
Bristol-Myers Squibb July 2010 - October 2012
RBC Capital Markets July 2007 - June 2010
Stifel Nicolaus June 2006 - July 2006
US Department of Agriculture May 2002 - July 2005
Peace Corps July 1998 - December 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Business Strategy, Financial Due Diligence, Cash Flow Analysis, Capital Markets, Interest Rate..., Investments, Capital Structure, Commercial Paper, Bond Issuance, Debt Tenders, Foreign Exchange Risk..., Investment Banking, Finance, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Master of Business Administration (MBA), Finance, General
Williams College 1994 — 1998
BA, Biology, Economics
Janis (Barkey) Becker's Stifel Nicolaus Experience August 2002 - Present
Job Vice President at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus August 2002 - Present
Skills
Financial Modeling, Investments, Fixed Income
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Stifel Nicolaus August 2002 - Present
Skills
Financial Modeling, Investments, Fixed Income
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Sean Keys's Stifel Nicolaus Experience October 2006 - February 2007
Job Scottrade Inc.
Industry Financial Services
Experience
Scottrade January 2009 - Present
Investment Centers of America August 2014 - November 2014
Stifel Nicolaus October 2006 - February 2007
A.G. Edwards November 2004 - May 2006
Edward Jones October 1999 - August 2004
Skills
Series 7, Series 24, Capital Markets, Auditing, Financial Services, Securities, Mutual Funds, Equities, FINRA, Series 63, Banking, Fixed Income, Options, Strategic Financial..., Investments
Education
University of Missouri-Columbia
Bachelor's of Science, Finance & Banking
Scottrade January 2009 - Present
Investment Centers of America August 2014 - November 2014
Stifel Nicolaus October 2006 - February 2007
A.G. Edwards November 2004 - May 2006
Edward Jones October 1999 - August 2004
Skills
Series 7, Series 24, Capital Markets, Auditing, Financial Services, Securities, Mutual Funds, Equities, FINRA, Series 63, Banking, Fixed Income, Options, Strategic Financial..., Investments
Education
University of Missouri-Columbia
Bachelor's of Science, Finance & Banking
Stephen Covington's Stifel Nicolaus Experience February 1996 - October 2005
Job Managing Director at Stieven Capital Advisors, L.P.
Industry Investment Management
Experience
Stieven Capital Advisors, L.P. October 2005 - Present
Stifel Nicolaus February 1996 - October 2005
BKD CPAs & Advisors December 1994 - February 1996
Boatmen's Bancshares, Inc. March 1993 - December 1994
Skills
Equities, Financial Modeling, Investments, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Managment, Alternative Investments, Private Equity, Hedge Funds, Equity Research, Due Diligence, Mergers, Fixed Income, Investment Banking, Corporate Finance, Asset Management, Mergers, Securities
Education
University of Missouri-Columbia 1988 — 1992
BS, Accounting
Stieven Capital Advisors, L.P. October 2005 - Present
Stifel Nicolaus February 1996 - October 2005
BKD CPAs & Advisors December 1994 - February 1996
Boatmen's Bancshares, Inc. March 1993 - December 1994
Skills
Equities, Financial Modeling, Investments, Capital Markets, Valuation, Financial Analysis, Portfolio Management, Asset Managment, Alternative Investments, Private Equity, Hedge Funds, Equity Research, Due Diligence, Mergers, Fixed Income, Investment Banking, Corporate Finance, Asset Management, Mergers, Securities
Education
University of Missouri-Columbia 1988 — 1992
BS, Accounting
Justin Bowman's Stifel Nicolaus Experience 2004 - Present
Job Managing Director at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Nicolaus 2004 - Present
Education
University of North Carolina at Chapel Hill
Stifel Nicolaus 2004 - Present
Education
University of North Carolina at Chapel Hill
Patrick Souter's Stifel Nicolaus Experience 2004 - 2012
Job CEO
Industry Hospital & Health Care
Experience
Smile and Love LLC 2014 - Present
SFG Alternatives (Solutions Funds Group) 2012 - 2013
Stifel Nicolaus 2004 - 2012
AG Edwards & Sons 2002 - 2004
William Blair & Company 1998 - 2002
Skills
Series 7, Alternative Investments, Series 63, Equities, Investments, Series 65, Fixed Income, Portfolio Management, Securities, ETFs, Investment Advisory, Equity Trading, Investment Strategies, Institutional Sales, Options, Asset Allocation
Education
University of Notre Dame 1987 — 1991
Loyola Academy
Smile and Love LLC 2014 - Present
SFG Alternatives (Solutions Funds Group) 2012 - 2013
Stifel Nicolaus 2004 - 2012
AG Edwards & Sons 2002 - 2004
William Blair & Company 1998 - 2002
Skills
Series 7, Alternative Investments, Series 63, Equities, Investments, Series 65, Fixed Income, Portfolio Management, Securities, ETFs, Investment Advisory, Equity Trading, Investment Strategies, Institutional Sales, Options, Asset Allocation
Education
University of Notre Dame 1987 — 1991
Loyola Academy
Dan Kimack's Stifel Nicolaus Experience 1997 - 2001
Job Executive Director, Marketing and Communications at St. Louis Community College
Industry Public Relations and Communications
Experience
St. Louis Community College May 2014 - Present
iNCLINE Marketing and Communications August 2010 - April 2014
Fleishman-Hillard 2006 - 2010
Save-A-Lot 2001 - 2006
Stifel Nicolaus 1997 - 2001
Missouri Athletic Club 1991 - 1997
Skills
Media Relations, Public Relations, Marketing Communications, Internal Communications, Crisis Communications, Event Management, Advertising, Speech Writing, Event Planning, Brand Management, Web Content, Spokesperson, Strategic Communications, Social Media, Team Building, Thought Leadership, Community Development, CRM, Press Releases, Newsletters, Marketing, New Media, Strategy, Journalism, Editing, Creative Direction, Corporate Communications, Reputation Management, Content Management, Fundraising, Sponsorship, Integrated Marketing, Publications
Education
University of Missouri-Saint Louis
B.A. English, Journalism, University of Missouri Writing Certificate
St. Louis Community College May 2014 - Present
iNCLINE Marketing and Communications August 2010 - April 2014
Fleishman-Hillard 2006 - 2010
Save-A-Lot 2001 - 2006
Stifel Nicolaus 1997 - 2001
Missouri Athletic Club 1991 - 1997
Skills
Media Relations, Public Relations, Marketing Communications, Internal Communications, Crisis Communications, Event Management, Advertising, Speech Writing, Event Planning, Brand Management, Web Content, Spokesperson, Strategic Communications, Social Media, Team Building, Thought Leadership, Community Development, CRM, Press Releases, Newsletters, Marketing, New Media, Strategy, Journalism, Editing, Creative Direction, Corporate Communications, Reputation Management, Content Management, Fundraising, Sponsorship, Integrated Marketing, Publications
Education
University of Missouri-Saint Louis
B.A. English, Journalism, University of Missouri Writing Certificate
Ryan Goodrich's Stifel Nicolaus Experience July 2010 - March 2011
Job Senior Financial Analyst at EnerNOC
Industry Financial Services
Experience
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
Neil Fitzgerald's Stifel Nicolaus Experience June 2009 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
Robert W. Baird & Co. April 2015 - Present
Stifel Nicolaus June 2009 - April 2015
Legg Mason August 1994 - December 2005
Skills
Bloomberg, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1989 — 1991
MBA, Finance
Villanova University 1979 — 1983
Bachelor's degree, Economics
Stamford Catholic High School 1978 — 1979
Robert W. Baird & Co. April 2015 - Present
Stifel Nicolaus June 2009 - April 2015
Legg Mason August 1994 - December 2005
Skills
Bloomberg, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1989 — 1991
MBA, Finance
Villanova University 1979 — 1983
Bachelor's degree, Economics
Stamford Catholic High School 1978 — 1979
Carla Biasi's Stifel Nicolaus Experience January 2014 - 2014
Job Operations Manager at Van Kirk Wealth Advisors
Industry Financial Services
Experience
Van Kirk Wealth Advisors 2014 - Present
Stifel Nicolaus January 2014 - 2014
The Sun Herald 2001 - 2013
The Sun Herald 2001 - 2013
The Sun Herald 2001 - 2013
Skills
Advertising, Newspapers, Advertising Sales, Online Advertising, Magazines, Newspaper, Social Networking, Digital Media, Social Media, Media Relations, Marketing, Blogging, Press Releases, Multimedia, SEO, Registered Series 7, Newsletters, Copy Editing, Facebook, Journalism
Education
University of South Alabama 1985 — 1989
Bachelor of Science (B.S.), Marketing/Marketing Management
Biloxi Senior High School
St. Bede
Van Kirk Wealth Advisors 2014 - Present
Stifel Nicolaus January 2014 - 2014
The Sun Herald 2001 - 2013
The Sun Herald 2001 - 2013
The Sun Herald 2001 - 2013
Skills
Advertising, Newspapers, Advertising Sales, Online Advertising, Magazines, Newspaper, Social Networking, Digital Media, Social Media, Media Relations, Marketing, Blogging, Press Releases, Multimedia, SEO, Registered Series 7, Newsletters, Copy Editing, Facebook, Journalism
Education
University of South Alabama 1985 — 1989
Bachelor of Science (B.S.), Marketing/Marketing Management
Biloxi Senior High School
St. Bede
Sarah (Baltimore) Gieske's Stifel Nicolaus Experience
Job Director at Stifel
Industry Investment Banking
Experience
Stifel Nicolaus
Education
University of Rochester
Stifel Nicolaus
Education
University of Rochester
Timothy Clark's Stifel Nicolaus Experience 2003 - 2006
Job Managing Director at Gridiron Capital
Industry Venture Capital & Private Equity
Experience
Gridiron Capital 2006 - Present
Stifel Nicolaus 2003 - 2006
Rawlings Sporting Goods 2002 - 2003
Morgan Stanley 2000 - 2002
Bankers Trust 1998 - 2000
Warburg Dillon Read 1994 - 1998
Boatmen's Bank 1989 - 1994
Cincinnati Reds 1988 - 1989
Skills
Derivatives, Corporate Finance, Financial Analysis, Due Diligence, Leveraged Finance, Financial Modeling, Venture Capital, Alternative Investments
Education
Washington University in St. Louis 1992 — 1994
MA
University of Missouri-Columbia 1983 — 1988
BA, Economics, Art History
Holland Hall School 1979 — 1983
Gridiron Capital 2006 - Present
Stifel Nicolaus 2003 - 2006
Rawlings Sporting Goods 2002 - 2003
Morgan Stanley 2000 - 2002
Bankers Trust 1998 - 2000
Warburg Dillon Read 1994 - 1998
Boatmen's Bank 1989 - 1994
Cincinnati Reds 1988 - 1989
Skills
Derivatives, Corporate Finance, Financial Analysis, Due Diligence, Leveraged Finance, Financial Modeling, Venture Capital, Alternative Investments
Education
Washington University in St. Louis 1992 — 1994
MA
University of Missouri-Columbia 1983 — 1988
BA, Economics, Art History
Holland Hall School 1979 — 1983
B. Andrew Schmucker's Stifel Nicolaus Experience 2006 - August 2008
Job Founder and Managing Partner
Industry Financial Services
Experience
Delancey Street Partners, LLC 2012 - Present
Janney Montgomery Scott August 2008 - 2011
Stifel Nicolaus 2006 - August 2008
Legg Mason 1992 - 2005
Skills
Strategy, Private Equity, Investments, Venture Capital, Due Diligence, Corporate Finance, Capital Markets, Equities, Alternative Investments, LBO, Corporate Development, Series 7, Private Placements
Education
University of Pennsylvania 1983 — 1987
B.S.E. / B.A., Finance and History
Delancey Street Partners, LLC 2012 - Present
Janney Montgomery Scott August 2008 - 2011
Stifel Nicolaus 2006 - August 2008
Legg Mason 1992 - 2005
Skills
Strategy, Private Equity, Investments, Venture Capital, Due Diligence, Corporate Finance, Capital Markets, Equities, Alternative Investments, LBO, Corporate Development, Series 7, Private Placements
Education
University of Pennsylvania 1983 — 1987
B.S.E. / B.A., Finance and History
Robert von Furth's Stifel Nicolaus Experience 2005 - 2008
Job MANAGING DIRECTOR at HT Capital Advisors, LLC
Industry Investment Banking
Experience
HT Capital Advisors, LLC January 2009 - Present
Stifel Nicolaus 2005 - 2008
Skills
Private Equity, Valuation, Investment Banking, Private Placements, Mergers & Acquisitions, Financial Modeling, Corporate Development, LBO, Corporate Finance, Venture Capital, Business Valuation, Equities, Investments, Due Diligence, Financial Analysis, M&A experience
Education
University of Pennsylvania
BA, CAS
HT Capital Advisors, LLC January 2009 - Present
Stifel Nicolaus 2005 - 2008
Skills
Private Equity, Valuation, Investment Banking, Private Placements, Mergers & Acquisitions, Financial Modeling, Corporate Development, LBO, Corporate Finance, Venture Capital, Business Valuation, Equities, Investments, Due Diligence, Financial Analysis, M&A experience
Education
University of Pennsylvania
BA, CAS
Danielle Aldridge Mann's Stifel Nicolaus Experience February 2011 - March 2012
Job Registered Client Service Associate
Industry Financial Services
Experience
Stifel Nicolaus February 2011 - March 2012
Trusted Alliance October 2008 - July 2010
Merrill Lynch November 2007 - August 2008
Skills
Series 7, Series 66, Client Service, Insurance, Financial Analysis, Investments, Microsoft Excel, Securities
Education
University of North Florida 2005 — 2007
BA, Elementary Education
Stifel Nicolaus February 2011 - March 2012
Trusted Alliance October 2008 - July 2010
Merrill Lynch November 2007 - August 2008
Skills
Series 7, Series 66, Client Service, Insurance, Financial Analysis, Investments, Microsoft Excel, Securities
Education
University of North Florida 2005 — 2007
BA, Elementary Education
Peyton Dorne's Stifel Nicolaus Experience November 2010 - November 2014
Job Senior Associate, Oil Exploration and Production at Citi
Industry Investment Banking
Experience
Citi December 2014 - Present
Stifel Nicolaus November 2010 - November 2014
INTEK, Inc. July 2008 - November 2010
PFC Energy August 2007 - June 2008
Skills
Series 7, Bloomberg, Valuation, Equity Research, Financial Modeling, Equity Valuation, Equities, Financial Analysis, Investments, Investment Banking, Portfolio Management
Education
University of Richmond 2003 — 2007
Bachelor of Science, Business Administration: Concentrations in Finance & Accounting
Citi December 2014 - Present
Stifel Nicolaus November 2010 - November 2014
INTEK, Inc. July 2008 - November 2010
PFC Energy August 2007 - June 2008
Skills
Series 7, Bloomberg, Valuation, Equity Research, Financial Modeling, Equity Valuation, Equities, Financial Analysis, Investments, Investment Banking, Portfolio Management
Education
University of Richmond 2003 — 2007
Bachelor of Science, Business Administration: Concentrations in Finance & Accounting
Andy Theisen's Stifel Nicolaus Experience December 2008 - Present
Job Vice President Fixed Income at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus December 2008 - Present
A. G. Edwards 1982 - 2008
Wachovia Securities 1982 - 2008
A.G. Edwards & Sons 1982 - 2008
Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities
Education
University of Missouri-Saint Louis 1978 — 1983
B.S., Finance
Stifel Nicolaus December 2008 - Present
A. G. Edwards 1982 - 2008
Wachovia Securities 1982 - 2008
A.G. Edwards & Sons 1982 - 2008
Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities
Education
University of Missouri-Saint Louis 1978 — 1983
B.S., Finance
Brett Proctor's Stifel Nicolaus Experience Supervisor - ComplianceA.G. Edwards & Sons, Inc.2000 - 2008
Job Retirement Plans Marketing Specialist at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Supervisor - ComplianceA.G. Edwards & Sons, Inc.2000 - 2008
AG Edwards 2000 - 2008
Education
University of Missouri-Saint Louis 1988 — 1992
B.S.B.A., Accounting
St. Louis U. High 1982 — 1986
-, General
Stifel Nicolaus Supervisor - ComplianceA.G. Edwards & Sons, Inc.2000 - 2008
AG Edwards 2000 - 2008
Education
University of Missouri-Saint Louis 1988 — 1992
B.S.B.A., Accounting
St. Louis U. High 1982 — 1986
-, General
Joseph Robitaille's Stifel Nicolaus Experience July 2011 - August 2011
Job Vice President, Investment Banking at Barclays
Industry Investment Banking
Experience
Barclays January 2015 - Present
Barclays Investment Bank January 2014 - January 2015
RBC Capital Markets August 2011 - December 2013
Stifel Nicolaus July 2011 - August 2011
Stifel Nicolaus July 2008 - June 2011
Skills
Financial Modeling, Capital IQ, Defense, Aerospace, Valuation, Investment Banking, Bloomberg, Capital Markets, Equities, Equity Research, Hedge Funds, Private Equity, Corporate Finance, Financial Analysis, LBO, Fixed Income, Investments, Due Diligence, Corporate Development
Education
University of Richmond 2004 — 2008
BSBA, Accounting, Finance
Barclays January 2015 - Present
Barclays Investment Bank January 2014 - January 2015
RBC Capital Markets August 2011 - December 2013
Stifel Nicolaus July 2011 - August 2011
Stifel Nicolaus July 2008 - June 2011
Skills
Financial Modeling, Capital IQ, Defense, Aerospace, Valuation, Investment Banking, Bloomberg, Capital Markets, Equities, Equity Research, Hedge Funds, Private Equity, Corporate Finance, Financial Analysis, LBO, Fixed Income, Investments, Due Diligence, Corporate Development
Education
University of Richmond 2004 — 2008
BSBA, Accounting, Finance
Nicholas Depree's Stifel Nicolaus Experience July 2006 - June 2009
Job Director, Financial Analytics & Operations at Teach For America
Industry Education Management
Experience
Teach For America June 2015 - Present
Teach For America July 2014 - June 2015
Teach For America July 2013 - July 2014
Education Pioneers (Placement: Uplift Education) August 2012 - June 2013
College Forward October 2011 - December 2011
College Forward August 2009 - July 2011
Stifel Nicolaus July 2006 - June 2009
Morgan Stanley June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Finance, Educational Consulting, Strategic Consulting, Non-profits..., Real Estate, Capital Markets, Corporate Finance, Valuation
Education
University of Richmond 2003 — 2006
B.S.B.A., Business Administration, Finance Concentration, Leadership Studies Minor
Teach For America June 2015 - Present
Teach For America July 2014 - June 2015
Teach For America July 2013 - July 2014
Education Pioneers (Placement: Uplift Education) August 2012 - June 2013
College Forward October 2011 - December 2011
College Forward August 2009 - July 2011
Stifel Nicolaus July 2006 - June 2009
Morgan Stanley June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Finance, Educational Consulting, Strategic Consulting, Non-profits..., Real Estate, Capital Markets, Corporate Finance, Valuation
Education
University of Richmond 2003 — 2006
B.S.B.A., Business Administration, Finance Concentration, Leadership Studies Minor
Joseph Cady's Stifel Nicolaus Experience January 2004 - December 2006
Job Vice President, Digital Strategy, Advertising Sales at NBCUniversal
Industry Online Media
Experience
NBCUniversal, Inc. January 2010 - Present
Comcast Interactive Media March 2008 - December 2009
Bunker Hill Capital December 2006 - February 2008
Stifel Nicolaus January 2004 - December 2006
Skills
Private Equity, Mergers, Digital Media, Advertising, Analytics, Digital Strategy, Investment Banking, New Media, Management, Valuation, Financial Modeling, Business Strategy, Corporate Development, Financial Analysis, Online Advertising, Strategic Partnerships, Digital Marketing, Integrated Marketing, Social Media Marketing, Marketing, Finance, Social Media, Competitive Analysis, Strategy, Mergers & Acquisitions
Education
University of Richmond 1999 — 2003
Bachelor of Science, Double Major in Chemistry and Economics
Boston College High School 1995 — 1999
NBCUniversal, Inc. January 2010 - Present
Comcast Interactive Media March 2008 - December 2009
Bunker Hill Capital December 2006 - February 2008
Stifel Nicolaus January 2004 - December 2006
Skills
Private Equity, Mergers, Digital Media, Advertising, Analytics, Digital Strategy, Investment Banking, New Media, Management, Valuation, Financial Modeling, Business Strategy, Corporate Development, Financial Analysis, Online Advertising, Strategic Partnerships, Digital Marketing, Integrated Marketing, Social Media Marketing, Marketing, Finance, Social Media, Competitive Analysis, Strategy, Mergers & Acquisitions
Education
University of Richmond 1999 — 2003
Bachelor of Science, Double Major in Chemistry and Economics
Boston College High School 1995 — 1999
Brady Cox, CFA's Stifel Nicolaus Experience June 2013 - Present
Job Equity Research Associate Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus June 2013 - Present
T. Rowe Price July 2011 - June 2013
T. Rowe Price June 2010 - August 2010
Skills
Microsoft Excel, VBA, Bloomberg, Equity Research, Finance, Financial Analysis, Equities
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science - Business Administration, Finance, Economics
Loyola Blakefield 2003 — 2007
Stifel Nicolaus June 2013 - Present
T. Rowe Price July 2011 - June 2013
T. Rowe Price June 2010 - August 2010
Skills
Microsoft Excel, VBA, Bloomberg, Equity Research, Finance, Financial Analysis, Equities
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science - Business Administration, Finance, Economics
Loyola Blakefield 2003 — 2007
James(Jim) McIntyre's Stifel Nicolaus Experience October 1985 - December 1996
Job Vice President Sales & Trading
Industry Investment Banking
Experience
BOSC,Inc.,a subsidary of BOK Financial December 1996 - Present
Capital West Securities, Inc. March 1995 - December 1996
Stifel Nicolaus October 1985 - December 1996
Liberty National Bank and Trust Company February 1980 - October 1985
Skills
Portfolio Management, Investments, Fixed Income, Securities, Bonds, Trading, Mutual Funds
Education
University of Oklahoma 1972 — 1976
BBA, Management
BOSC,Inc.,a subsidary of BOK Financial December 1996 - Present
Capital West Securities, Inc. March 1995 - December 1996
Stifel Nicolaus October 1985 - December 1996
Liberty National Bank and Trust Company February 1980 - October 1985
Skills
Portfolio Management, Investments, Fixed Income, Securities, Bonds, Trading, Mutual Funds
Education
University of Oklahoma 1972 — 1976
BBA, Management
Samuel Everett, CFP®'s Stifel Nicolaus Experience August 2008 - September 2011
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Stifel Nicolaus August 2008 - September 2011
H & R Block January 2008 - February 2008
SouthWestern Book Company May 2003 - August 2003
Skills
Series 7, Series 66, Wealth Management, Personal Financial..., Financial Analysis, Securities, Finance, Customer Service, Investments, Financial Planning, Retirement Planning, Marketing, Retirement
Education
University of Missouri-Columbia 2004 — 2008
Bachelors, Human Environmental Science; Personal Financial Management Services
High School 1999 — 2002
Wells Fargo Advisors September 2011 - Present
Stifel Nicolaus August 2008 - September 2011
H & R Block January 2008 - February 2008
SouthWestern Book Company May 2003 - August 2003
Skills
Series 7, Series 66, Wealth Management, Personal Financial..., Financial Analysis, Securities, Finance, Customer Service, Investments, Financial Planning, Retirement Planning, Marketing, Retirement
Education
University of Missouri-Columbia 2004 — 2008
Bachelors, Human Environmental Science; Personal Financial Management Services
High School 1999 — 2002
Phil Kliewer's Stifel Nicolaus Experience 1987 - 2000
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones 2000 - Present
Westminster College (Fulton, MO) 2012 - 2014
National Trust for Historic Preservation 1998 - 2004
Stifel Nicolaus 1987 - 2000
Cordell National Bank 1983 - 1986
First National Bank &Tr OKC May 1976 - May 1982
Skills
Investments, Finance, Banking, Insurance, Estate Planning, Retirement, Financial Analysis, Fixed Annuities, Financial Advisory, Public Speaking, Fixed income, Portfolio Management, Fixed Income
Education
Leadership Oklahoma Class V 1990 — 1991
Organizational Leadership
University of Oklahoma 1974 — 1976
Masters of Business Adm, Finance, General, B
Westminster College (MO) 1970 — 1974
BA, Econ&Business Adm, Magna Cum Laude, A
Edward Jones 2000 - Present
Westminster College (Fulton, MO) 2012 - 2014
National Trust for Historic Preservation 1998 - 2004
Stifel Nicolaus 1987 - 2000
Cordell National Bank 1983 - 1986
First National Bank &Tr OKC May 1976 - May 1982
Skills
Investments, Finance, Banking, Insurance, Estate Planning, Retirement, Financial Analysis, Fixed Annuities, Financial Advisory, Public Speaking, Fixed income, Portfolio Management, Fixed Income
Education
Leadership Oklahoma Class V 1990 — 1991
Organizational Leadership
University of Oklahoma 1974 — 1976
Masters of Business Adm, Finance, General, B
Westminster College (MO) 1970 — 1974
BA, Econ&Business Adm, Magna Cum Laude, A
Jim Georgiow's Stifel Nicolaus Experience
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Stifel Nicolaus
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science (B.S.), Finance, General
David McCubbins's Stifel Nicolaus Experience July 2000 - May 2006
Job Institutional Sales Trader at Mid Atlantic Capital Group
Industry Financial Services
Experience
Mid Atlantic Capital Group, Inc. May 2012 - Present
SunGard 2008 - February 2012
The Mack Bar and Grill November 2005 - October 2011
Prudential Select Properties May 2006 - June 2008
Stifel Nicolaus July 2000 - May 2006
Morgan Stanley Dean Witter August 1997 - March 1998
Skills
Trading, Equities, Financial Markets, Hedge Funds, Equity Trading, Series 7, Series 63, Risk Management, Electronic Trading, Trading Systems, Securities, Capital Markets, Options, Mutual Funds, Public Speaking, Investment Strategies, Fixed Income, Series 24, Compliance, Fixed Income Trading, Trade Execution, Wealth Management, Financial Analysis, ETFs, FX trading, Market Making, Bloomberg, Derivatives, FX, Investments, Investment Advisory, Bonds, Brokerage, Technical Analysis, Quantitative Analysis, Risk, Stocks, Institutional, Asset Management, Trading Strategies, Traders, Fixed Income Products, Financial Planning
Education
University of Missouri - St. Louis 1994 — 1996
Bachelor of Science in Business Administration, Marketing
Mid Atlantic Capital Group, Inc. May 2012 - Present
SunGard 2008 - February 2012
The Mack Bar and Grill November 2005 - October 2011
Prudential Select Properties May 2006 - June 2008
Stifel Nicolaus July 2000 - May 2006
Morgan Stanley Dean Witter August 1997 - March 1998
Skills
Trading, Equities, Financial Markets, Hedge Funds, Equity Trading, Series 7, Series 63, Risk Management, Electronic Trading, Trading Systems, Securities, Capital Markets, Options, Mutual Funds, Public Speaking, Investment Strategies, Fixed Income, Series 24, Compliance, Fixed Income Trading, Trade Execution, Wealth Management, Financial Analysis, ETFs, FX trading, Market Making, Bloomberg, Derivatives, FX, Investments, Investment Advisory, Bonds, Brokerage, Technical Analysis, Quantitative Analysis, Risk, Stocks, Institutional, Asset Management, Trading Strategies, Traders, Fixed Income Products, Financial Planning
Education
University of Missouri - St. Louis 1994 — 1996
Bachelor of Science in Business Administration, Marketing
Patricia Detwiler's Stifel Nicolaus Experience May 2011 - August 2011
Job Student at University of MissouriSaint Louis
Industry Accounting
Experience
Stifel Nicolaus May 2011 - August 2011
Liberty Tax Service January 2010 - April 2011
Dave Sinclair Ford, Inc. 2006 - 2011
Education
University of Missouri-Saint Louis 2006 — 2012
Stifel Nicolaus May 2011 - August 2011
Liberty Tax Service January 2010 - April 2011
Dave Sinclair Ford, Inc. 2006 - 2011
Education
University of Missouri-Saint Louis 2006 — 2012
Thomas H Kircher's Stifel Nicolaus Experience StockbrokerAGEdwardsJuly 1987 - August 2010
Job Vice President Investments
Industry Financial Services
Experience
Stifel Nicolaus StockbrokerAGEdwardsJuly 1987 - August 2010
Education
Pittsford Sutherland 1969 — 1973
University of Rochester
Stifel Nicolaus StockbrokerAGEdwardsJuly 1987 - August 2010
Education
Pittsford Sutherland 1969 — 1973
University of Rochester
Nicholas DeHainaut's Stifel Nicolaus Experience October 2007 - July 2013
Job Business Development Officer at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services July 2013 - Present
Stifel Nicolaus October 2007 - July 2013
Morgan Stanley March 2005 - July 2007
Skills
Equities, Equity Research, Series 7, Equity Valuation, Series 63, Securities, Hedge Funds, Financial Analysis, Capital Markets, Investments, Valuation, Investment Advisory, Mutual Funds, Sell Side, Asset Managment, Institutional Sales, Series 24, Options
Education
University of Pittsburgh 1998 — 2001
BS, Marketing
PNC Financial Services July 2013 - Present
Stifel Nicolaus October 2007 - July 2013
Morgan Stanley March 2005 - July 2007
Skills
Equities, Equity Research, Series 7, Equity Valuation, Series 63, Securities, Hedge Funds, Financial Analysis, Capital Markets, Investments, Valuation, Investment Advisory, Mutual Funds, Sell Side, Asset Managment, Institutional Sales, Series 24, Options
Education
University of Pittsburgh 1998 — 2001
BS, Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS