2000-Present

„« 20 financial advisory assignments for attorneys, boards of directors, companies, and individuals

A.G. Edwards & Sons, Inc. 1982-2000

Managing Director¡XUtility Finance 1993-2000

„« Managed more than 40 utility financings for investor-owned utilities (common equity, preferred securities, and senior debt)

„« Advised utilities on various financial issues including shareholder rights plans, dividend policy, acquisitions, and mergers

„« Initiated business with 16 utilities new to A.G. Edwards

Corporate Valuations Officer 1982-1992

„« Valued more than 200 private companies in scores of industries for purposes of ESOPs, tax reporting, merger or acquisition, and recapitalization

„« Issued fairness opinions in numerous public company mergers

„« Authored articles on valuation issues (control and liquidity)

„« Testified in court as an expert (variety of cases)


Monsanto Company 1969-1981

Marketing Manager 1979-1981 Sales Representative 1976-1979
Cost Accountant 1969 and 1972-1976

U.S. Naval Officer 1970-1971

Educational and other qualifications:

„« Bachelor of Arts with majors in Economics and Mathematics from the University of Missouri

„« Passed the Series 7 and 66 NASD tests and the Certified Management Accountant exam

„« Listed in Who¡¦s Who in America (2000 edition)