Resumes
Resumes

Vice President And Investments - Stifel
View pageLocation:
Saint Louis, MO
Industry:
Financial Services
Work:
Wheelhouse Securities Corp. Jun 2009 - Jan 2018
First Vice President and Financial Advisor
Stifel Financial Corp. Jun 2009 - Jan 2018
Vice President and Investments - Stifel
Huntleigh Securities Corp Sep 1998 - Jun 2009
Financial Advisor
The Heitner Corporation Jan 1992 - Sep 1998
Registered Representative
First Vice President and Financial Advisor
Stifel Financial Corp. Jun 2009 - Jan 2018
Vice President and Investments - Stifel
Huntleigh Securities Corp Sep 1998 - Jun 2009
Financial Advisor
The Heitner Corporation Jan 1992 - Sep 1998
Registered Representative
Education:
Winona State University 1987 - 1991
Bachelors, Finance Winona State University 1985 - 1989
Bachelors
Bachelors, Finance Winona State University 1985 - 1989
Bachelors
Skills:
Estate Planning
Portfolio Management
Equities
Fixed Income
Wealth Management Services
Iras
Series 63
Series 7
Asset Allocation
Investment Management
Financial Advisory
High Net Worth Individuals
Financial Planning
401K
Retirement Planning
Bonds
Mutual Funds
Retirement
Securities
Wealth
Investment Advisory
Wealth Management
Investment Strategies
Portfolio Management
Equities
Fixed Income
Wealth Management Services
Iras
Series 63
Series 7
Asset Allocation
Investment Management
Financial Advisory
High Net Worth Individuals
Financial Planning
401K
Retirement Planning
Bonds
Mutual Funds
Retirement
Securities
Wealth
Investment Advisory
Wealth Management
Investment Strategies