Edward Jones
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Employees
'Self-Employed' January 2015 - Present
PNC August 2013 - June 2014
Edward Jones December 2012 - August 2013
Lucky Brand February 2011 - November 2012
Skills
Microsoft Office, Public Speaking, Research, Customer Service, Management, Microsoft Word, Social Media, PowerPoint, Leadership, Strategic Planning, Project Management, English, Sales, Event Planning, Team Leadership, Editing, Microsoft Excel, Fundraising, Marketing, Community Outreach, Analysis, Budgets, Program Management, Time Management
Education
Washington University in St. Louis 2014 — 2017
Master of Engineering (M.Eng.), Mathematics and Computer Science
Everest College-Chicago 2009 — 2012
Bachelor of Arts (BA), Accounting and Business/Management
Mental Health Center of Madison County 2013 - Present
Home HealthLine, LLC 2009 - Present
Russell Asset Management 2003 - 2009
E*TRADE Financial 2002 - 2003
Charles Schwab 1997 - 2002
Edward Jones 1995 - 1997
J.C. Bradford & Co 1994 - 1995
White Tiger Manufacturing 1992 - 1994
SportsLife - Baptist Medical Center 1988 - 1992
Central Bank of the South 1986 - 1988
Skills
Registered Nurses, Project Management..., Consultative Sales..., Experienced Sales..., Experienced Speaker, Team Leadership, Medical Terminology, Nursing Process, Nursing Documentation, Professional..., World Class Customer..., Executive Level..., Microsoft Office, Sales Presentation..., Presentation Coaching, Business Planning, Investment Advisory, Prospecting New Clients, Computer Proficiency, National Media..., Strategic Hiring, New Business Development, Rain Maker, Surgical Device Sales, Surgical Nursing, Cardiology, Oncology, Employee Benefits, Emergency Room, Orthopedic, Pay Close Attention to..., Highly motivated..., Goal-oriented..., Outstanding time..., Medical/Surgical, Quality Patient Care, Outstanding..., Successful Business..., HIPAA, Surgery, Operating Room Sales, Strategic Financial..., Hospital Information..., Staff Management, High Achiever, Seven Habits of Highly..., Persuasive Presentation..., BLS Health Care..., Superior Work Ethic, Medical Devices
Education
John C Calhoun State Community College 2009 — 2012
Associate of Applied Science, Nursing
Graduate Finance Licenses & Management Classes toward 1994 — 2009
Master of Business Administration (MBA), Graduate Finance Licenses & Management Classes toward MBA
Faulkner University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration
De La Salle High School
College Preparatory Diploma
LPL Financial June 1996 - Present
Investacorp, Inc. 1990 - 1995
Edward Jones 1987 - 1990
Skills
Helping my clients..., Private wealth..., Informing clients of..., In-depth analysis of..., Navigation of tax code
Education
Western Illinois University 1985 — 1987
Bachelor of Science, Psychology
Eureka College 1979 — 1981
Bachelor of Science, Psychology
Edward Jones September 2013 - Present
Catalyst Exhibits August 2011 - September 2013
Catalyst Exhibits October 2009 - July 2011
RTM & Associates 2007 - 2009
Tarkenton Financial 2005 - 2007
Stark Carpet & Fabric 2002 - 2005
Skills
AutoCAD, Microsoft Office, Adobe Creative Suite
Education
Florida Atlantic University 1998 — 2002
Bachelors, Graphic Design
Advance Auto Parts December 2010 - Present
AutoQuest Inc. June 2008 - June 2010
Lewis Automotive Group July 2007 - June 2008
Edward Jones March 2006 - July 2007
Lewis Automotive Group December 1999 - January 2006
Lewis Automotive Group April 1997 - December 1999
Skills
Negotiation, Retail
Education
Emporia State University
State of Kansas Life
The University of Kansas
Finance
Raymond James Financial Services at Union Savings Bank October 2008 - Present
Edward Jones May 2006 - October 2008
Stew Leonard's 1986 - 2006
Skills
Investments, Retirement Planning, Securities, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Life Insurance, Long Term Care Insurance, Financial Goals, Strategic Financial..., Certified Financial..., IRAs, Roth IRA, 401k, Financial Advisory, FINRA, Finance, Disability Insurance, Buy-sell Agreements, Stocks, Bonds, Municipal Bonds, 529 Plans, Qualified Retirement..., 401k Rollovers, Estate Planning, Series 7, Customer Service, Risk Management, Leadership
Education
Fairfield University 2009 — 2010
CFP Certificate Program
Center For Creative Leadership
Leadership Development Program
Norwalk Community College
AS, Management
Western Connecticut State University
BBA, Management
American Funds February 2012 - Present
Edward Jones December 2008 - February 2012
Sigma Tau Gamma Fraternity May 2006 - November 2008
First United Bank May 2005 - December 2005
Sigma Tau Gamma Fraternity July 2004 - May 2005
Emporia State University August 2002 - May 2004
Skills
Mutual Funds, Strategic Planning, Financial Analysis, Leadership, Finance, Customer Service, Investments, Marketing, Public Speaking, Sales, Series 7, Analysis
Education
Emporia State University 2002 — 2004
MBA
Emporia State University 1997 — 2001
BSB
Edward Jones August 2015 - Present
Florida Institute of Technology January 2013 - May 2015
Defiance College August 2012 - December 2012
University of Central Florida May 2012 - August 2012
Indiana State University March 2011 - May 2012
Skills
Management, Consulting, Leadership Development, Coaching, Team Leadership, Organizational..., Marketing, Research, Entrepreneurship, Business, PowerPoint, Microsoft Office, Microsoft Word, New Business Development, Community Outreach, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Leadership, Fundraising, Teamwork, Training, Event Management
Education
Florida Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4/4.0
Indiana State University 2008 — 2012
Bachelor’s Degree, Psychology, 3.0/4.0 GPA
Garmin International July 2010 - Present
Garmin July 2010 - Present
Edward Jones May 2009 - June 2010
Concordia University January 2006 - January 2010
Duncan Aviation October 1997 - March 2009
West Star Aviation June 1993 - October 1997
Education
Embry-Riddle Aeronautical University
MBA
University of Central Missouri
B.S, Aviation Technology
Rotech Healthcare August 2014 - Present
Bankers Life and Casualty Company February 2012 - July 2014
AXA Advisors February 2009 - October 2011
New Life Investments March 2005 - February 2009
All Mortgage Inc 2003 - 2009
Edward Jones 2008 - 2008
Skills
Retirement Savings, Retirement Plan..., Retirement Income..., 401k Rollovers, Defined Benefit, Defined Contribution..., Variable Life Insurance, B2B Marketing, Spin Selling, Real Estate Financing, Sales Presentations, Group Benefits, Group Presentations, Direct Sales, Annuities, Long Term Care, Deferred Compensation, Tax Sheltered Annuities, Non Qualified Deferred..., Technical Writing, Oracle Sebeil CRM, Small Project Management, Employee Benefits, Fixed Annuities, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Strategic Financial..., 403 b, Defined Contribution
Education
Tallahassee Community College 1995 — 1996
Economics
Florida Agricultural and Mechanical University
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas April 2015 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas October 2011 - April 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2006 - October 2011
AT&T (formerly SBC) March 2000 - April 2006
Michaels Arts and Crafts January 1999 - February 2000
Edward Jones August 1997 - December 1998
Skills
Recruiting, Talent Acquisition, Temporary Placement, Human Resources, College Recruiting, Applicant Tracking..., Leadership Development, Strategic Planning, Training, Interviews, PeopleSoft, Employee Benefits, Management, Hiring, Sourcing, Leadership, Onboarding, Team Building, New Hire Orientations, Employee Relations, Employee Engagement, Talent Management
Education
Florida Agricultural and Mechanical University
Bachelor of Science (BS), Political Science; Concentration in Public Administration
The University of Dallas
Master of Science (M.S.), Human Resources Management
Edward Jones May 2014 - Present
softgate gmbh shenzhen representative office February 2005 - June 2013
IP Softcom(Shenzhen) company ltd 2004 - 2005
Skills
Team Building, CRM, Customer Satisfaction..., Complaint Handling &..., Microsoft Suites, PowerPoint, Marketing Research, Marketing Strategy, Sales and Margin..., Import/Export Operations, Soft and Analytical..., Accounting, Microsoft Excel, Customer Service, Event Planning, Administration, Customer Satisfaction, Employee Training
Education
University of Ballarat
Master of Business Administration (MBA)
United Investment Group November 2011 - Present
Morgan Stanley Smith Barney April 2010 - November 2011
Edward Jones July 2008 - May 2010
Legacy Golf Corporation January 2001 - July 2008
Skills
Financial Planning, Insurance, Investments
Education
University of Phoenix 2004 — 2008
MBA, Marketing
Ferris State University 1992 — 1996
Bachelor's of Science, Marketing & Professional Golf Management
Superior Senior High School 1988 — 1992
High School Diploma, General
Edward Jones August 2015 - Present
J.P Morgan Chase Bank, N.A. August 2013 - August 2015
Fifth Third Bank January 2010 - December 2012
American Momentum Bank February 2007 - January 2009
Regions Financial Corporation April 2005 - January 2007
Bank of America September 1996 - January 2005
Education
Ferris State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration and Management
North Branch High School 1984 — 1987
High School Diploma
Edward Jones March 2015 - Present
Edward Jones August 2011 - April 2015
Florida Institute of Technology March 2010 - September 2013
Express Scripts July 2008 - August 2011
Ingersoll Rand August 2007 - July 2008
NASA August 2005 - July 2007
Center for Professional Service March 2004 - September 2005
Deveaux’s Consultants Inc September 2004 - April 2005
Defense Equal Opportunity Management Institute (DEOMI) May 2004 - November 2004
Skills
Organizational..., Feedback, Knowledge Management, Team Building, Leadership Development, Strategic HR, HR Consulting, Restructuring, Change Management, Employee Surveys, Organizational..., Succession Planning, Employee Engagement, Talent Management, Six Sigma, Human Resources, Strategy, Employee Relations, Psychology
Education
Florida Institute of Technology 2005 — 2007
PhD
Florida Institute of Technology 2003 — 2005
MS
University of Richmond 1999 — 2003
BS
Uni-Select USA September 2014 - Present
GROUP Ministries, Inc June 2008 - June 2014
American Water October 2007 - April 2008
Edward Jones July 2005 - September 2007
Boeing July 2001 - July 2005
Boeing June 2000 - July 2001
Skills
Recruiting, Human Resources, Negotiation, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, PowerPoint, English, Research, Public Speaking, Teaching, Strategic Planning, Employee Relations, Client Relations Skills, Group Facilitation, New Hire Orientations, Supervisory Skills, Program Management, Program Evaluation, Data Analysis, Program Facilitation, Health Education, Community Outreach
Education
Webster University 2001 — 2005
Master of Arts (MA), dual Degree, Human Resources Management & Human Resource Development
Fisk University
Bachelor of Science (BS), Business Administration & Management
United Real Estate Scottsdale May 2014 - Present
Edward Jones October 2013 - February 2014
Pristine Desert Properties LLC June 2010 - October 2013
Fairfield University August 2011 - May 2013
Fairfield University August 2009 - May 2013
Rays Pizza May 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Website Development, Web Marketing, CRM, Econometrics, Stata, Market Analysis, Phone Etiquette, Real Estate Transactions, Team Leadership, SPSS, Series 7, Sales, Public Speaking
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Economics
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Cottonwood Wealth Management, LLC 2013 - Present
Cottonwood Quant Fund, LP 2013 - Present
Edward Jones 2009 - 2013
Skills
Retirement Planning, Asset Managment, Wealth Management, Strategic Financial..., Investments, Estate Planning, Life Insurance, Portfolio Management, Banking, Asset Management, Mutual Funds, Fixed Annuities, Loans, Securities, Mergers & Acquisitions, Financial Analysis, Wealth Transfer, Business Consulting, Management Consulting, Insurance, Credit, Finance, Venture Capital, Retirement, Mortgage Lending, Equities, Alternative Investments, Financial Services, Small Business, Disability Insurance, Risk Management, Relationship Management, Management, Long-term Care, Hedge Funds, Private Equity, Trading, Investment Banking, Executive Management, Due Diligence, Financial Modeling, Valuation, Credit Analysis, Term Life Insurance, Corporate Finance, Business Planning, Financial Advisory, Employee Benefits, Business, Emerging Markets
Education
Emporia State University
Trinity International University
Edward Jones January 2002 - Present
Wesley United Methodist Church June 1990 - January 2002
Skills
Financial Services, Customer Service, Computers, Women Owned Business, Photography, Event Planning, Catering, Mentoring, Bookkeeping
Education
Fairmont State University 2003 — 2011
Bachelor of Science (BS), Finance, General
Rowlesburg High School 2003 — 2011
Investment Professionals, Inc. August 2013 - Present
Edward Jones November 2010 - August 2013
Alzheimer's Association 2000 - December 2011
Patriot Mortgage October 2008 - October 2010
Skills
Investment Properties, Budgets, Customer Service, Fundraising, First Time Home Buyers, Credit, Estate Planning, Microsoft Excel, Accounting
Education
Emory University 1979 — 1980
MA, Teaching
Emory University 1976 — 1979
BA, Political Science
Southside 1974 — 1976
Edward Jones June 2014 - Present
Education
Florida Gulf Coast University
BS, Business Management, Marketing
Auto-Owners Insurance August 2015 - Present
Edward Jones September 2014 - March 2015
The Resorts of Tullymore & St. Ives May 2011 - September 2014
Skills
Teamwork
Education
Ferris State University 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
Raymond James Financial Inc. May 2014 - Present
Edward Jones November 1998 - February 2014
Lynn Insurance Group 1976 - 1998
Education
Florida Atlantic University 1972 — 1976
BBS - Finance, Business Administration and Management, General
University of Massachusetts Amherst January 2015 - Present
State Street October 2014 - Present
Sisters On The Runway- UMass Division September 2013 - Present
Laced March 2012 - Present
Edward Jones June 2015 - August 2015
Isenberg Marketing Club September 2013 - September 2014
Red Mango, Inc. June 2013 - September 2014
Grosvenor House, A JW Marriott Hotel June 2014 - July 2014
Westchester Burger Company May 2013 - August 2013
Buffalo Wild Wings April 2012 - July 2013
Skills
- Fine Arts..., -Design and Marketing..., Apparel, Drawing, Networking, Fashion, Advertising, Marketing, Art, Sewing, Painting, Creative Direction, Social Networking, Styling, Social Media, Hospitality Management, Event Planning, Leadership, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Science (B.S), Hospitality and Tourism Management, Junior
School of Visual Arts 2011 — 2011
Precollege Program, Advertising & Fine Arts (Drawing & Painting)
Fashion Institute of Technology 2010 — 2010
precollege program, accesorie and t shirt design
Edward Jones February 1997 - Present
Pizza Hut December 1973 - December 1994
Skills
Variable Annuities, Education Savings, Equity Investments, Estate Considerations, Insurance, Mutual Funds, Financial Calculators
Education
Kansas State University 1972 — 1973
Radio and Television Broadcasting Technology/Technician
Emporia State University 1971 — 1973
Business Administration and Management, General
Organic Solution Management February 2012 - Present
Midwest Construction & Development February 2002 - March 2011
Line 13 Properties, LLC February 2002 - March 2011
Jericho Investments, LLC August 1988 - May 2002
Edward Jones February 1992 - November 1997
Livesay Realty June 1983 - August 1988
Skills
Sustainability, Waste, New Business Development, Strategic Planning, Business Strategy
Education
Evangel University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Global Green Agronomics March 2014 - Present
Outdooor Specialty Innovations, Inc. January 2013 - Present
Highland Shore, LLC June 2008 - Present
Snagajob May 2000 - April 2011
TrustBuilders Planning Group 2004 - 2009
PayTime, Inc. 2005 - 2008
B&P Benefits Solutions 2003 - 2008
New York Life Insurance Company November 2002 - October 2004
Edward Jones October 1999 - November 2002
Alliance Agronomics December 1992 - July 1999
Skills
Small Business, Business..., Payroll, Project Planning, Management, Sales, Start-ups, Customer Service, New Business Development, Strategic Planning, Real Estate, Investments, Marketing Strategy, Marketing, Retirement Planning, Strategic Financial..., Team Building
Education
University of Richmond 1978 — 1981
B.A., Economics
Ferrum College 1976 — 1978
AA Business, Business Admin
Edward Jones June 2013 - Present
Endeavor Telecom August 2011 - June 2013
Florida Office of the Attorney General January 2010 - May 2011
Skills
Legal Research, Employment Law, Legal Writing, 401k, Corporate Law, Mutual Funds, Life Insurance, Roth IRA, Unit Investment Trusts, Estate Planning, Stocks, Licensing, Municipal Bonds, Disability Insurance, Finance, Contract Negotiation, Contract Law, Contract Management, Investment Strategies, Employment Law..., Traditional Labor Law, Fixed Annuities, Simple IRA, Financial Planning, Legal Contract Review, Project Management, Mergers & Acquisitions, ETFs, Traditional IRA, Strategic Financial..., Consulting, Management Consulting, Corporate Finance, Legal Advice, Legal Compliance, Trust Management, Wills, Financial Law, REIT, Insurance Law, ERISA, Workers Compensation, FLSA, Institutional..., Securities Regulation, Dodd-Frank, Series 7, Consumer Law, Transactional Law, Financial Markets
Education
Florida State University College of Law 2008 — 2011
Juris Doctorate, Law
Troy University 2006 — 2007
Master of Public Administration (M.P.A.), Human Resources Management and Services
Faulkner University 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice and Corrections
Sprouts Farmers Market July 2014 - Present
Aristocrat Sports Management 2012 - Present
Edward Jones October 2013 - August 2014
State Farm Insurance April 2012 - October 2013
Johnson County Park and Recreation District January 2012 - April 2012
Johnson County Park and Recreation District April 2007 - January 2012
Boys & Girls Club January 2006 - April 2007
Kroger April 2000 - April 2007
Skills
Management, Customer Service, Retail Category..., Personal Training, Athlete Representation, Life Insurance, Personal Financial..., Team Building
Education
Emporia State University 2010 — 2011
Master's degree, Health and Physical Education/Fitness
University of Kansas 2002 — 2006
Bachelor of Education (B.Ed.), Sport and Fitness Administration/Management
Fidelity Investments November 2014 - Present
Merrill Lynch September 2013 - 2014
Citi June 2010 - September 2013
Edward Jones August 2007 - May 2010
United Airlines 1989 - 2007
United Airlines 1988 - 2007
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, 401k, Series 7, Retirement, Fixed Annuities, Estate Planning, Wealth Management, Investments, Series 63, Financial Advisory, Asset Managment, Financial Goals, High Net Worth..., Series 24, Asset Management, Finance, Financial Planning
Education
Embry-Riddle Aeronautical University 1984 — 1986
MBA, Aviation
Embry-Riddle Aeronautical University 1981 — 1984
Aircaft Engineering Technology
Zocalo Group June 2011 - August 2014
GasPedal & SocialMedia.org February 2010 - May 2011
Tamar Productions, Inc September 2007 - February 2010
Martin E.Janis & Company March 2007 - September 2007
Edward Jones June 2003 - December 2006
Red Bull August 2002 - September 2003
Skills
Executive Assistance, Event Planning, Calendar Mangement, Travel Arrangements, Human Relations, Google Apps, Microsoft Office, Salesforce.com, Quickbooks, Accounts Receivable, Accounts Payable, Fulfillment, Secretarial Skills, Calendars, QuickBooks, Order Fulfillment, Facebook, Management, Marketing Communications, People Skills, Social Media, Social Media Outreach, Social Media Marketing, Strategy
Education
Ferris State University
Public Relations
Ameren September 2013 - Present
Charter Communications April 2011 - April 2012
GE Energy July 2009 - 2010
Edward Jones October 2006 - May 2008
Jakada LLC June 2002 - October 2006
Jakada June 2002 - September 2006
Skills
Employee Training, Business Analysis, Training, Leadership, Human Resources, Project Management, Staff Development, Marketing, Curriculum Development, Public Relations, Management, Program Management, Performance Management, Strategy, Instructional Design, Software Documentation, Coaching, Leadership Development, Employee Relations, Organizational..., Sales, Marketing Strategy, Recruiting
Education
Lindenwood University 2012 — 2013
Master of Arts (M.A.), Business/Corporate Communications with an emphasis on Training and Development
Webster University 2007 — 2010
Master of Arts (M.A.), Human Resources Development
Fisk University 1998 — 2002
B.S., Business Administration
Edward Jones April 2011 - Present
Bruni Glass January 2011 - June 2011
Henry Wine Group November 2010 - February 2011
Kittinger Furniture Company January 2007 - November 2010
Midmark/Matrx January 2001 - May 2007
Ob/Gyn January 1998 - January 2001
Skills
Accounts Receivable, Customer Service, Inventory Management, Management, Marketing Strategy, Product Development, Sales Operations, Time Management, Sales Management, Sales, Marketing, Process Scheduler, Purchasing, Invoicing, Leadership, Medical Devices, Microsoft Office, Process Improvement, Strategic Planning, Team Building
Education
Erie Community College
AAS Degree
Edward Jones May 2006 - Present
Dell Professional Services November 2001 - May 2006
Dell July 2000 - November 2001
US Air Force May 1980 - July 2000
Skills
Series 7, Series 63, AAMS
Education
Embry-Riddle Aeronautical University 1986 — 1989
MS
University of Nebraska at Omaha 1976 — 1979
BS
Google 2014 - Present
Monsanto Company 2013 - 2013
Edward Jones 2012 - 2012
Red Bull 2011 - 2011
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance; Strategy & Management Consulting; Global Health Management
St. Louis University High School 2006 — 2010
SEEK Careers/Staffing May 2013 - Present
The Up North Lodge June 2006 - May 2013
Cellular One August 2001 - February 2006
GT's June 1996 - August 2000
Northwestern savings bank & trust October 1995 - August 1996
Edward Jones August 1994 - August 1995
Comerica Bank August 1990 - August 1994
Skills
Customer Service, Customer Satisfaction, Accounting, Goal Oriented, Customer-focused, Organization, Hands-on leader, Leadership, Management, Manage Inventory, Computer-savvy, Exceeding Expectations, Payroll, Event Planning, Human Resources, Restaurants, Restaurant Management, Sales Management, Menu Development, Labor Control, ServSafe, Serve Safe Certified, Hiring Employees, New Restaurant Openings, Labor Management, Food Service, Train Employees, Scheduling Management, Inventory Management, Inventory, Food Preparation, Organized Multi-tasker, People-oriented, Cashiering, Hiring, Food, Menu Costing, Highly detail oriented, Close Attention to..., Temporary Placement, Interviewing Skills, Interviews, Employee Relations, Solid computer skills, Recruiting, Staff Retention, Marketing, Data Entry, Telephone Skills, Hiring Practices
Education
Ferris State University 1996 — 1999
BS, Social Work
Northwestern Michigan College 1996 — 1997
Associates, Business Administration and Management, General
Oakland Community College 1989 — 1991
Associate of Arts (AA), Business/Commerce, General
Northwood University
Business Administration and Management, General
Talmer Bank and Trust July 2015 - Present
The Bank of Northern Michigan January 2015 - May 2015
The Bank of Northern Michigan May 2014 - January 2015
The Bank of Holland July 2013 - May 2014
Ferris State University August 2012 - May 2013
Big Rapids Public Schools September 2011 - May 2013
Edward Jones May 2012 - August 2012
F.Y.E. March 2008 - January 2012
Ferris State University August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Customer Service, Teaching, English, Public Speaking, Teamwork, Leadership, Event Planning, Social Media, Fundraising, Research, Outlook, Windows, Higher Education, Time Management, Financial Analysis, Underwriting
Education
Ferris State University 2009 — 2013
Bachelor of Science (B.S.), Finance, Investment Concentration, 3.81
Byron Center High School
Coldwell Banker April 2014 - Present
Naples Best Addresses March 2014 - Present
First Northern Credit Union January 2012 - February 2014
Edward Jones July 2011 - November 2011
Skills
Wealth Management, Financial Analysis, Securities, Loans, IRAs, Series 7, Microsoft Excel, Customer Service, Work Ethic, Banking, Mortgage Lending, Business Development, Dispute Resolution, Sales, Financial Reporting, Communication, New Business Development, Public Speaking, Microsoft Office, Training, Leadership
Education
Ferris State University 2005 — 2008
Bachelor's degree
Edward Jones June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Balcones Country Club 2003 - 2006
Skills
Series 7, Series 66, Registered Investment..., Retirement Planning, Uniform Combined State..., Estate Planning, 529 Plans, Fixed Annuities, Investments, Accident, Wealth Management..., Leadership, Financial Services, Strategic Financial..., Securities, Insurance, Finance, Mutual Funds, Financial Planning
Education
Florida Atlantic University
BBA, Cum Laude, Finance
NewMarket Financial Advisors January 2005 - Present
Edward Jones April 1998 - January 2005
Skills
Strategic Financial..., Retirement, Investments, Financial Advisory, Finance, Securities, Wealth Management, Retirement Planning, Investment Management, Asset Management, Insurance, Business Planning, Financial Analysis, Equities, Series 7, Portfolio Management
Education
Evangel University 1987 — 1991
BBA, Accounting, Business Management
Monica J BUSCH INVESTMENTS March 2004 - Present
Edward Jones February 2000 - February 2004
JPMorgan Chase 1989 - January 2000
Skills
Spicializing In..., 401(k) Rollovers, Retirement Planning, General Securities..., Personal Financial..., 529 Plans, Mutual Funds, Fixed Annuities, Indexed Annuities, Portfolio Reviews, Investments, Securities, Strategic Planning, Financial Planning, Customer Service, Sales, Microsoft Office, Finance, Public Speaking, Insurance
Education
Erie Community College 1972 — 1974
Police Science, Police Science/Law Enforcement
Bishop Mc Mahon High School 1971 — 1972
Dixon Hughes Goodman LLP 2015 - Present
Bank of America 2013 - 2015
Wells Fargo Advisors Financial Network 2004 - 2012
Edward Jones 2003 - 2004
Wachovia Securities Inc 1999 - 2002
Transamerica Life Companies 1999 - 1999
Franklin Templeton 1996 - 1999
Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Securities, Financial Analysis, Bonds, Asset Management, Financial Risk, Data Analysis, Microsoft Excel, Asset Allocation, Finance, Microsoft Office, Alternative Investments, Equities, Financial Advisory, Series 7, Investment Strategies, Access, Investment Management, Personal Financial..., Wealth Management..., Trading, Financial Services, Capital Markets, Separately Managed..., Retirement Planning, Client Facing Skills, Fund Accounting, Morningstar, Zephyr Style Advisor, Vlookup, Options, Bloomberg Terminal, Data Mining, Microsoft Word, SmartStation, Windows, Derivatives, Fixed Annuities, Adobe, BondDesk, Financeware, Futures, MBA, SQL, Chartered Financial..., Hedge Funds
Education
Florida Atlantic University
Master of Business Administration, Finance
Florida Atlantic University
Bachelor of Science, Finance with Accounting emphasis
True North Chartering June 2010 - Present
UBS January 2010 - May 2010
Edward Jones May 2009 - August 2009
Education
Fairfield University 2006 — 2010
BA, Economics
Edward Jones Financial AdvisorEdward JonesMay 2002 - Present
Education
Ferris State University 1987 — 1992
Bachelors, Engineering
Edward Jones September 2014 - Present
Addison Reserve Country Club October 2012 - August 2014
BallenIsles Country Club 2003 - 2012
Royal Palm Yacht and CC 1997 - 2003
Education
Florida Gateway College 1994 — 1997
Golf course operations, Golf Course Operation and Grounds Management
Palm Beach State College
Business Administration and Management, General
PNC Financial Services February 2013 - Present
Edward Jones June 2011 - August 2011
Youth About Business June 2010 - August 2010
Skills
Financial Analysis, Nonprofits, Public Speaking, Time Management, Public Relations, Finance, Customer Service
Education
Florida Agricultural and Mechanical University - Sybil C. Mobley School of Business & Industry 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration: Finance
Richmond, The American International University in London 2011 — 2011
Finance
Edward Jones November 2014 - Present
Lockheed Martin December 2012 - November 2014
Morgan Franklin Corporation March 2011 - December 2012
Currituck County Sheriff's Department May 2005 - February 2011
US Army February 2010 - January 2011
North Carolina State University June 2004 - May 2005
Western Carolina University August 2000 - May 2004
US Army January 2002 - February 2003
US Army October 2001 - December 2002
Currituck County Sheriff's Office January 1999 - August 2000
Skills
National Security, Intelligence Analysis, Intelligence, Counterterrorism, DoD, HUMINT, SIGINT, Military, Homeland Security, Security Clearance, Government, Force Protection, Supervisory Skills, Defense, Security, Information Assurance, Intelligence Community, Enforcement, Criminal Investigations, Tactics, Special Operations, Top Secret, Security Management, Counterinsurgency, Counterintelligence, Afghanistan, Weapons, Military Training, Organizational..., Security+, Reconnaissance, Government Contracting, Security Operations, Physical Security, Operational Planning, Air Force, Military Experience, Exercises, Crisis Management
Education
Fayetteville State University 2014 — 2016
Current Student, MBA
Excelsior College 2005 — 2007
Bachelor of Science (B.S.), Liberal Studies Concentrations: Criminal Justice & Korean Studies, GPA: 3.58
Sheridan Advisors, LLC September 2014 - Present
First Coast Wealth Advisors March 2013 - August 2014
North Georgia Wealth Management Group August 2012 - March 2013
Edward Jones April 2010 - July 2012
Skills
Wealth Management, Estate Planning, Charitable Gift Planning, Succession Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Securities, Series 7, Series 66, Tax Planning, Business Planning
Education
The University of Georgia 2013 — 2014
CERTIFIED FINANCIAL PLANNER™ Designation
Flagler College 2008 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Florida
Young Living Essential Oils Independent Distributor February 2012 - Present
PAE Government Services, Inc. January 2014 - October 2014
Oakwood Christian Church February 2011 - December 2013
USAA January 2010 - February 2011
Edward Jones March 2009 - November 2009
Cedar Ridge Christian Church August 2004 - February 2009
Gardner-Edgerton Public Schools June 2002 - June 2004
Personnel By PROSTAFF February 1998 - December 2000
DST Systems February 1996 - February 1998
Skills
Series 7, Investments, Leadership, Retirement, Management, Retirement Planning, Project Planning, Small Business, Sales, Marketing, Coaching, Training, Team Building, Community Outreach, Recruiting, Public Speaking, Access, Microsoft Excel, Event Planning, Budgets, Social Networking, Team Leadership, Insurance, PowerPoint, Customer Service, Social Media, Analysis, Preaching, Microsoft Office, Networking, Executive Management, Cold Calling, Volunteer Management, Teaching, Fundraising, Nonprofits, Event Management, Strategic Planning, Entrepreneurship, System Administration, Data Analysis, Critical Thinking, Public Relations, Facebook, Discipleship, Social Media Marketing, Pastoral Care, Theology, Leadership Development, Program Management
Education
Emporia State University 2001 — 2002
Secondary Education, Business & Computers
Oklahoma State University 1989 — 1995
Bachelor of Science, Business Administration Management
Edward Jones February 2006 - Present
RBC March 2002 - March 2004
TD January 1990 - June 2000
Skills
Portfolio Management, Financial Services, Finance, Certified Financial..., Critical Illness, Customer Service, Income Protection, Personal Finance, Financial Planners, Wealth Management..., Financial Planning, Financial Advisory, Retirement Savings, Wealth, Investments
Education
Fanshawe College 1989 — 1992
Finance
Strathroy District Collegiate 1984 — 1989
Our Lady of Lourdes Delaware Ontario 1975 — 1983
J.P. Morgan June 2014 - August 2014
Employees Retirement System of Texas June 2013 - August 2013
Edward Jones June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, FactSet
Education
The University of Texas at Austin 2011 — 2015
ESCP Europe
Henry Schein September 2012 - Present
Henry Schein August 2010 - September 2012
Edward Jones 2009 - 2010
Emporia State University 2007 - 2009
University of Alabama at Birmingham 2006 - 2007
Skills
Sales Execution, Goal Oriented, Leadership, Professional Mentoring, Success Driven, Closing Deals, New Business Development, Cold Calling, Sales, Deal Closure, Management, Business Development, Account Management, Analysis, Customer Service, Direct Sales, Sales Operations, Sales Presentations, Sales Process, Selling, Sales Management, Team Building
Education
Wichita State University 2004 — 2006
Master of Education (M.Ed.), Sports Administration
Emporia State University 1998 — 2003
Bachelor of Science (BSc), Education
Home Based Office February 2004 - Present
Wilkommen January 1994 - December 2012
Lake of The Woods June 2011 - June 2012
Flower Basket February 2004 - August 2005
Edward Jones January 1995 - January 1998
Evonik Degussa October 1985 - January 1994
Pella Corporation January 1982 - January 1985
R.A. Moore Co., Inc. January 1981 - January 1982
Skills
Mutual Funds, Investments, Securities, Strategic Financial..., Fixed Annuities, Retirement, 401k, Portfolio Management, Microsoft Office, Certified Notary Public, Interior Design, Operations Management, Organization &..., Event Planning
Education
Germana College, Massaponax Campus 2007 — 2007
Interior Design
Ramapo College of NJ 1992 — 1993
Associate's degree, Business Administration and Management, General
Evonik (formerly Degussa Corporation) 1990 — 1990
German Studies
Farmingdale State University of New York 1960 — 1960
Accounting and Business/Management
The Bank of Nashville a Division of Synovus May 2012 - Present
Edward Jones November 2013 - February 2014
U.S. Bank November 2010 - May 2012
St. Mary's Medical Center April 2010 - November 2010
Villas at Emporia January 2009 - May 2009
Education
Emporia State University 2006 — 2009
Bachelor of Science; B.S, Business Administration; International Business
Centennial High School 2002 — 2006
General
Cabela's February 2015 - Present
Bonded Transportation Solutions September 2012 - February 2015
Auten's Eatery October 2012 - August 2014
Perfect Patterns, Inc January 2012 - October 2012
WMEP (Wisconsin Manufacturing Extension Partnership) August 2010 - June 2011
The ROM Group December 2006 - March 2010
Macco Financial Group December 2005 - December 2006
Ace Manufacturing Inc November 2004 - December 2005
Citizen's Bank May 2004 - November 2004
Edward Jones 2000 - 2004
Skills
Teaching, Coaching, Manufacturing, Purchasing, Classroom Instruction, Microsoft Office, Business Operations, Team Leadership, Management, Leadership, Marketing Strategy, Sales Management, Leadership Development, Small Business, Strategic Planning, Market Research, Start-ups, Business Planning, B2B, Entrepreneurship, New Business Development, Budgets, Team Building, Sales, Marketing, Business Development, Online Marketing, Project Planning, Social Networking, Social Media Marketing, Advertising, Strategy, Lead Generation, Fundraising, Training, Email Marketing, Event Management, Social Media, Business Strategy, Marketing Communications, Public Relations, Online Advertising, Strategic Partnerships, Event Planning, Account Management, Direct Marketing, Product Development, Public Speaking, E-commerce, SEO
Education
Evangel College 1978 — 1984
BS, Education
Evangel College 1978 — 1984
Bachelor of Science (B.S.), Secondary Education and Teaching
Ronald Blue & Co. January 2012 - Present
VantagePointe Financial Group July 2009 - December 2011
AXA Advisors January 2007 - June 2009
Edward Jones 2006 - 2007
Oak Express 2002 - 2005
Education
Evangel College 1997 — 2002
BBA, Management/Biblical Studies
O'Brien Wealth Management, LLC January 2010 - Present
Lincoln Financial Securities, Corp March 2009 - Present
MetLife Securities March 2008 - April 2010
Allstate Financial Services January 2000 - January 2008
Edward Jones January 1999 - January 2000
First Union January 1994 - January 1999
First Union National January 1987 - January 1999
First Union Bank January 1987 - January 1999
Skills
Asset Allocation, Financial Planning, Succession Planning, Retirement, Retirement Planning, Long Term Care, Wealth Management, Investments, Investment Advisory, Retirement Income..., Estate Planning, 401k, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Insurance Planning, Annuities, Charitable Giving..., IRA's, Defined Benefit, Financial Advice, Saving for Education, Strategic Financial..., Financial Advisory, IRAs, Fixed Annuities, Long-term Care, Financial Services, Small Business, Health Insurance, Insurance, Life Insurance, Finance, Mortgage Lending, Securities, Series 7, Mutual Funds, 401k Rollovers, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Disability Insurance, Risk Management, FINRA, Critical Illness, Loans, Roth IRA, Financial Planners
Education
Florida Institute of Technology 1996 — 1998
Certificate, Financial Planning
Florida Institute of Technology 1996 — 1997
Financial Planning
Franklin Templeton Investments October 2011 - Present
Franklin Templeton Investments March 2010 - October 2011
Edward Jones April 2009 - February 2010
Minor League Baseball June 2004 - April 2007
Skills
Bloomberg, Equities, Asset Management, Credit, Securities Lending, Foreign Exchange, Microsoft Excel, Pricing, Mutual Funds, Investments, Portfolio Management, Bonds
Education
Florida Atlantic University 2007 — 2009
M.B.A., Finance
Florida Atlantic University 2000 — 2006
B.B.A., Finance
Cardinal Gibbons High School
High School Diploma
Edward Jones June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Interpersonal Skills, Efficent, Accounting, Customer Service, Teamwork, Time Management
Education
Fairfield University 2014 — 2018
Bachelor of Science (B.S.), Accounting and International Business, Sophomore
Edward Jones June 2015 - August 2015
Education
Florida Agricultural and Mechanical University 2012 — 2016
Florida Agricultural and Mechanical University
Finance, General
RBC Wealth Management February 2015 - Present
Edward Jones August 2014 - January 2015
US Army November 1990 - December 2011
Education
University of Wyoming College of Law 2011 — 2013
Juris Doctor, Law
College of Financial Planning 2015 — 2018
Certified Financial Planner, Financial Planning and Services
Leadership Program of the Rockies, Class of 2015 2014 — 2015
Economics, Politics, Law, Public Speaking & Persuasion, National Security
Leadership Northern Colorado, Class of 2015 2014 — 2015
Leadership Wyoming, Class of 2014 2013 — 2014
Troy University 2003 — 2004
Master of Science (M.S.), International Relations (National Security Concentration)
Fayetteville State University 2001 — 2003
Bachelor of Arts (B.A.), History
Merrill Edge April 2015 - Present
SunTrust Investment Services, Inc. December 2007 - April 2015
Edward Jones February 2007 - November 2007
Skills
Customer Service, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Accounting, Insurance, Finance, New Business Development, Risk Management, Financial Analysis, Analysis, Investments, Strategic Financial..., Strategic Planning, Employee Benefits, Financial Planning, Forecasting, Policy, Portfolio Management
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2014
Juris Doctor
Florida Agricultural and Mechanical University 2003 — 2006
Bachelor of Arts, Political Science
Nielsen January 2015 - Present
Nielsen August 2014 - January 2015
Nielsen February 2014 - August 2014
Nielsen August 2013 - January 2014
Nielsen February 2013 - July 2013
Nielsen July 2012 - February 2013
Florida A&M University September 2010 - February 2012
The Walt Disney Company May 2011 - August 2011
Edward Jones June 2010 - August 2010
Four Seasons Environmental, Inc. May 2009 - August 2009
Skills
Change Management, Operations Management, User Acceptance Testing, Microsoft Office, Business Process..., Business Process..., Strategic Sourcing, Market Research, Global Research, Project Management, Visio, Process Improvement, Public Speaking, Human Resources, Research, Community Outreach, Community Service, Team Building, Team Management, Employee Engagement, SharePoint, Data Analysis, Cross-functional Team..., Customer Service, Microsoft Excel, Analysis, Training, Leadership, Management, Six Sigma
Education
Florida Agricultural and Mechanical University 2006 — 2011
MBA, Business Administration, Supply Chain and Logistics
Edward Jones June 2015 - August 2015
Regions Financial Corporation June 2014 - August 2014
Regions Financial Corporation June 2013 - August 2013
U.S. House of Representatives July 2012 - August 2012
First National Bank August 2011 - August 2011
Skills
Banking, Microsoft Word, Microsoft Excel, Microsoft Office, Local Government, Federal Government, Grant Preparation, Grant Coordination, Federal Grant Management, Finance, Personal Finance, Accounting, Payroll Taxes, Tax Preparation, State Government, Economics, PowerPoint, Consumer Banking, Business Banking, Human Resources, Loan Servicing, Loans, ACAPS, Recruiting, Financial Services, Talent Acquisition, Extending Offers, Screening Resumes, Resume Writing, Drug Testing, Trust Services, Customer Service, Leadership, Time Management, Public Speaking, Event Planning, Access
Education
Tuskegee University 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Troy University 2012 — 2012
General Studies
Enterprise State Community College 2010 — 2012
Associate of Science, Business Administration
Pike County High School 2008 — 2012
Advance Diploma
State of Nevada Private Investigator's Licensing Board June 2011 - Present
Janalent March 2010 - February 2011
Image 2000, Inc. March 2009 - October 2009
Howell Builders Construction, Inc. March 2008 - January 2009
Slade Development April 2007 - January 2008
Communication Resources Northwest 2004 - 2006
Edward Jones 2001 - 2004
Quality Food Centers July 1987 - December 2000
Skills
Proposal Writing, Strategic Planning, SharePoint, Account Management, Calendaring, Office Management, Executive Support, Adobe Acrobat, Organizational Structure, Microsoft Office, Salesforce.com, Public Speaking, Ceridian, Customer Service, Office Administration
Education
Everett Community College 1999 — 2001
Associates, Business Administration
Foster High School
Hospira June 2015 - Present
FUKUDA DENSHI USA Inc September 2013 - June 2015
Sling Medical September 2013 - June 2015
Edward Jones August 2012 - October 2013
Skills
Customer Service, Sales, Retirement Planning, Series 7, Financial Advisory, Marketing, Asset Allocation, Fixed Annuities, Retirement, Series 63, Mutual Funds, 401k, Investments, Wealth Management, Uniform Combined State..., Investment Advisory, Finance, Leadership, Research, Team Leadership, Cold Calling, Sales Process, Team Building, Medical Devices, Healthcare Consulting, Series 66, Financial Analysis, Money, Wealth Accumulation, Small Business, Financial Goals, Asset Management, Asset, Portfolio Management, Personal Finance, Strategic Planning, Social Networking, Direct Sales, Time Management, Public Speaking, Sales Operations, Teamwork, Microsoft Office, Sales Management, Management
Education
Emporia State University 2008 — 2012
Bachelor of Fine Arts (BFA), Communication
Edward Jones December 1992 - Present
Edward Jones October 1992 - Present
Skills
Series 7, IRAs, Retirement Planning, Mutual Funds, Investment Advisory, 401k Rollovers, Wealth Management, Investments, Asset Allocation, Investment Strategies, Series 63, Portfolio Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Estate Planning, Securities, 401k
Education
Lansing Community College 1976 — 1978
Hospitality Mgt Associate degree
Ferris State University 1974 — 1976
Investec Asset Management April 2015 - Present
Investec Asset Management November 2009 - April 2015
Edward Jones June 2009 - November 2009
Skandia Global Funds January 2008 - December 2008
Fairfield University 2006 - 2008
Skandia Global Funds May 2007 - December 2007
Skills
Microsoft Office, Morningstar, Salesforce.com, Alternative Investments, Asset Allocation, Financial Services, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Management, Marketing Strategy, New Business Development, Portfolio Management, Wealth Management, Asset Management, Investment Management, Series 7, Bloomberg
Education
Fairfield University 2004 — 2008
Bachelor of Science, Business Marketing
Mahopac High School 2002 — 2004
St. Hilda's College 1990 — 2001
St. Hope Foudation December 2013 - Present
Texas Department of Family and Protective Services February 2010 - December 2013
Edward Jones April 2007 - December 2009
Skills
Nonprofits, Community Outreach, Treatment, Psychotherapy, Social Services, Program Development, Case Management
Education
University of Houston 2010 — 2013
Master of Social Work (M.S.W.), Social Work
Florida Agricultural and Mechanical University 2003 — 2007
Bachelor of Criminal Justice, Criminal Justice/Police Science
Scarbrough Financial Group Branch Office AdministratorEdward Jones2006 - 2010
Edward Jones 2006 - 2010
Skills
Account Administration, Data integrity, Trading, Client Relationship..., Registered Paraplanner, Financial Plan..., Cashiering, Client Relations, Account Transfers, 401k Rollovers, Implement Model Changes..., Corporate Filing
Education
Empire College School of Business
Business Administration, Paralegal Studies
Jimbere Coaching & Consulting February 2011 - Present
Edward Jones July 2011 - June 2015
Allstate Insurance Company of Canada May 2010 - July 2011
BMO Bank of Montreal February 2006 - May 2010
CitiFinancial November 1999 - July 2003
Skills
Coaching, Training, Leadership Development, Change Management, Team Leadership, Team Building, Organizational..., Executive Coaching, Public Speaking, Workshop Facilitation, Leadership, Performance Management, Customer Service, Management, Sales, Marketing, Strategic Planning, Positive Psychology
Education
Tidal Shift 2015 — 2015
CMP, Organizational Leadership
University of California, Berkeley 2015 — 2015
Course: The Science of Happiness, Psychology
University of North Carolina at Chapel Hill 2015 — 2015
Positive Psychology Verified Certificate, Industrial and Organizational Psychology, 96.8%
Forton International Coach Federation 2014 — 2015
Executive Leadership Coaching Program, Professional Coaching
Corporate Coach U 2013 — 2013
CCLP, Professional Coaching
Extended DISC North America, Inc. 2013 — 2013
Extended DISC Trainer Certified, Organizational Behavior Studies
Fowler Wainwright International Institute of Coaching 2011 — 2011
CPC, Coaching
Fanshawe College 2006 — 2010
Human Resource Management Certificate, Human Resources
University of Windsor 1995 — 1999
B.A., Sociology
Canadian Securities Course
BCO, IFIC, Banking
Edward Jones February 2003 - Present
Hewlett-Packard March 1999 - July 2002
Boeing 1996 - 1999
Skills
Customer Service, Disaster Recovery, Microsoft Office, Leadership, Windows, Process Improvement, SQL, Research, Strategic Planning, Outlook, HTML, Troubleshooting, Integration
Education
Embry-Riddle Aeronautical University
Bachelor of Science in Professional Aeronautics, Aerospace Electrical and Mechanical Engineering
Community College of the Air Force
Associates of Applied Science, Information Systems Management
Edward Jones June 2015 - August 2015
Lockheed Martin May 2014 - August 2014
Citi June 2011 - August 2011
Skills
Mathematics, Creativity, Credibility, Critical Thinking, Business, Teamwork, Time Management, Access, People Skills, Leadership, Microsoft Word, Finance, Goal Oriented, Spreadsheets, Data Entry, Analytical Skills, QuickBooks, Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Accounting, Social Media, PowerPoint
Education
Florida Agricultural and Mechanical University 2012 — 2016
Fidelity Investments February 2012 - Present
Fidelity Investments June 2011 - February 2012
Fidelity Investments December 2010 - June 2011
BNY Mellon November 2006 - January 2009
Edward Jones October 2002 - December 2004
Finex Communications July 1998 - August 1999
Conde Nast October 1997 - March 1998
Time Inc. September 1995 - September 1997
Elsevier Science February 1994 - September 1995
Conard House, Inc. September 1992 - September 1993
Skills
Marketing Strategy, Management, Wealth Management, Investments, Series 7, New Business Development, Training, Asset Allocation, Marketing, Financial Services, Series 63, Portfolio Management, Program Management, Asset Management, Leadership, Business Strategy, Estate Planning
Education
Middlebury College 1985 — 1989
BA, Political Science, Creative Writing
Fairfield University
New Canaan High School
Isabella Bank Investment & Trust Services 2007 - Present
Edward Jones June 2002 - February 2007
Central Michigan University April 1995 - June 2002
Skills
Income, Investment Strategies, Wealth Management, Insurance, Strategic Financial..., Investments, Portfolio Management, Budgets, Finance, Leadership, Retirement, Financial Advisory, Retirement Planning, Risk Management, Loans, Cash Management, Mortgage Lending, Investment Management, Securities, Financial Planning, Customer Service
Education
Ferris State University 1986 — 1991
BS, Marketing '90 / BS Sales '91
Dearborn High School 1983 — 1986
Eli Lilly and Company June 2015 - Present
CTI Real Estate July 2009 - Present
Florida A&M University Quality Enhancement Plan February 2013 - May 2015
Edward Jones June 2014 - August 2014
Green Media Designers January 2012 - December 2013
Florida Power & Light June 2013 - August 2013
SimVentions May 2012 - August 2012
Marstel Day, LLC July 2011 - April 2012
Skills
Social Media, Web Design, Facebook, Online Marketing, Social Media Marketing, Online Advertising, Microsoft Office, Leadership, Event Planning, Public Speaking, Microsoft Excel, Human Resources, Database Design, Project Management, Recruiting, Entrepreneurship, Management, Team Leadership, Accounting, Business Development, Digital Media, Sales, Email Marketing, Analysis, Marketing, Graphic Design, Social Networking, Strategic Planning, Public Relations, Advertising, Research, Negotiation, Fundraising, Marketing Communications, Community Outreach, Marketing Strategy, Event Management, Blogging, Market Research, Nonprofits, Photography
Education
Florida A&M University 2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus
Massaponax High School 2007 — 2011
High School, Alumnus
Chevron September 2015 - Present
Florida Auditor General May 2014 - August 2015
Ingram Accounting & Consulting June 2011 - May 2014
Edward Jones May 2013 - August 2013
Skills
Microsoft Excel, UltraTax, QuickBooks, Sports, Strategic Financial..., Analysis
Education
Florida Agricultural and Mechanical University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Florida Agricultural and Mechanical University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Gartner May 2015 - Present
Willard Powell January 2015 - May 2015
Fairfield University September 2014 - May 2015
Edward Jones July 2012 - May 2015
Fairfield University September 2013 - May 2014
Ursinus College January 2012 - May 2013
Ursinus College January 2012 - May 2013
Teavana June 2011 - August 2011
Yale University June 2010 - August 2011
Skills
SPSS, Microsoft Office 2007, Excel, Word, PowerPoint, Highly Adaptable, High Availability, High Quality of Work, Creative Problem Solving, Quick Learner, Strong Communication..., Conflict Management, Customer Experience, Communication Skills, Microsoft Excel, Microsoft Word, Adaptation, Customer Service, Management, Critical Thinking, Data Analysis, Leadership, Research, Microsoft Office, Public Speaking, Communication, Time Management, Recruiting
Education
Fairfield University 2013 — 2015
Master's Degree, Industrial and Organizational Psychology
Ursinus College 2009 — 2013
Bachelor of Science (BS), Psychology
Macy's June 2014 - Present
Macy's January 2011 - May 2014
Macy's January 2008 - December 2010
Edward Jones May 2007 - July 2007
Skills
Java, SQL DB2, Microsoft Word, Microsoft Excel, MS Project, Testing, Technical Leadership, Microsoft Project, Visio, SQL, HTML, Databases, Program Management, Project Management, SDLC, SharePoint, Software Development, Software Documentation, Agile Methodologies
Education
Florida Agricultural and Mechanical University 2002 — 2007
Bachelor of Science (BS), Computer and Information Sciences, General
Edward Jones July 2014 - Present
Menards December 2013 - Present
AutoZone September 2011 - November 2013
Ferris State University July 2007 - December 2011
Macy's September 2006 - December 2006
Skills
Typing, Internet, Internet Research, Online Research, Microsoft Office, Computer Hardware, Community Relations, Fundraising, Sponsorship, Public Speaking, Special Events, Project Coordination, Event Management, Data Entry, Project Management, Sales, Microsoft Word, Social Media, Customer Service, Community Development, Microsoft Excel, Time Management, PowerPoint, Outlook, Windows 7, Telephone Skills, General Office Skills, Facebook, Access, System Administration, Communication Training, Teamwork, Event Planning, Customer Satisfaction, Inventory Management, Retail, Invoicing, People Skills, Payroll, Human Resources, Community Outreach, Training, Management, Leadership
Education
Ferris State University 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Ferris State University 2005 — 2011
Associates of Applied Science; Bachelor of Science, General Business; Business Administration
Bos Wealth Management April 2011 - Present
Sigma Financial Corporation July 2013 - Present
Edward Jones October 2006 - April 2011
Skills
Financial Advisory, Retirement, Fixed Annuities, Wealth Management, Retirement Planning, 401k Rollovers, IRAs, Long Term Care Insurance, Investment Advisory, Variable Annuities, Mutual Funds, Social Security, Holistic Financial..., Wealth Preservation..., Income, Fixed Income, Risk Management, Tax-advantaged..., Life Insurance, Rollovers, Money, Money Market, Certificates of Deposit, US Treasuries, Bonds, Roth IRA, Self Directed IRA, SEP IRA, Traditional IRA
Education
Ferris State University 1996 — 1999
Bachelor of Science (B.S.), Mathematics Teacher Education
Grand Rapids Community College 1994 — 1996
Associate of Science (A.S.), General Studies
Time Warner Cable Business Class April 2012 - Present
Cogent Communications September 2011 - April 2012
Cogent Communications November 2010 - September 2011
Edward Jones February 2010 - November 2010
Simons Hardware and Bath August 2008 - November 2009
Net2S March 2006 - July 2008
NIT January 2005 - March 2006
Skills
Account Management, Product Management, Direct Sales, Salesforce.com, Marketing Strategy, Telecommunications, Social Media, Solution Selling, Start-ups, Forecasting, Business Planning, Security, Microsoft Office, Microsoft Excel, Sales, Program Management, Customer Service, Networking, Project Management, New Business Development, Business Development, Sales Management, Sales Operations, Sales Presentations, Personal Style, Business Analysis, Social Media Marketing, Online Advertising, Management, Sales Process, Managed Services, Optical Fiber, MPLS, Co-location, Cold Calling, VoIP, Metro Ethernet, PRI, Ethernet, Wireless, Strategic Partnerships, T1, Broadband, Telephony, SIP Trunking, Internet Services, Customer Retention, Arts
Education
Farmingdale State University of New York 2003 — 2005
BS Computer Security Systems
Salisbury University 2000 — 2003
Homes Plus Realty October 2005 - Present
RE/MAX 2001 - 2004
General Mills 2000 - 2001
Edward Jones December 1998 - November 1999
US Army May 1993 - July 1998
Skills
Real Estate, Training, Leadership, Investment Properties, Military, Property, Real Estate Transactions, Investors, Strategic Planning, Team Building, Program Management, Operations Management, Investments, Real Property, Foreclosures, Contract Negotiation, Negotiation, Risk Management, Analysis, Selling, Short Sales, Sellers, Project Management, Team Leadership, Management, Relocation, First Time Home Buyers, Government, Contract Management, REO, Real Estate Training, Real Estate Coaching, Sales
Education
United States Military Academy at West Point 1989 — 1993
BS, Systems Engineering
Florida Institute of Technology
Master of Business Administration (M.B.A.), Accounting and Finance, 4.0 GPA
Halsey Associates, Incorporated, a Division of Washington Trust Wealth Management March 2008 - Present
Elm City Clubs, Graduate Club & Quinnipiack Club October 2013 - Present
NHSO Foundation, Inc. 2010 - Present
Greater New Haven Chamber of Commerce April 2011 - Present
Rotary Club of New Haven 1999 - Present
Quinnipiack Club June 2011 - October 2012
People's United Bank April 1998 - March 2008
Edward Jones March 1997 - April 1998
Education
Fairfield University 2004 — 2007
Certificate, Banking
Fairfield University 1988 — 1992
Politics, Minor in Economics
St Joseph's School, Bronxville, New York
General Assembly April 2015 - Present
Coder Manual November 2014 - Present
Edison Nation September 2013 - November 2014
DJ Courses Online August 2011 - September 2013
Phase 3 Media June 2011 - November 2012
Mavaru 2008 - June 2011
Edward Jones 2008 - 2009
Skills
Project Management, Marketing Strategy, Web Development, Ruby on Rails, Social Media, Music, Social Networking, Microsoft Office, Business Strategy, Online Advertising, Front-end Development, PHP, Software Project..., Strategic Planning, Microsoft Excel, Facebook, Entertainment, New Business Development, Web Applications, CSS, JavaScript, Web Design
Education
Emory University 2004 — 2008
BA, Psychology
MetLife May 2015 - Present
MetLife September 2013 - May 2015
Aviance Capital Partners January 2012 - August 2013
Edward Jones December 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Financial Analysis, Data Analysis, Customer Service, Access, Public Speaking, Analysis, Budgets, Outlook, Teamwork, Time Management, Financial Modeling, Leadership
Education
Florida Gulf Coast University 2008 — 2011
Bachelor of Science (B.S.), Finance
First Protocol @ Goldman Sachs February 2015 - Present
HSBC November 2013 - February 2015
Edward Jones June 2010 - January 2013
Federal Reserve Board 2009 - 2009
Delaware River Port Authority 2008 - 2008
Education
Florida A&M University 2008 — 2010
Master of Business Administration (MBA), Marketing & Management Concentration
Florida A&M University 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration
Florida Army National Guard July 2012 - Present
Edward Jones September 2012 - May 2013
American Honda finance August 2009 - July 2012
Lakehouse Development Group August 2007 - August 2009
YMCA of the USA January 2005 - August 2007
Skills
Fitness Trainer, Contract Management, Cash Handling, Financial Analysis, Budgets, Accounting, Credit, Microsoft Excel, Financial Reporting, Risk Management, Insurance, Project Management, Microsoft Office, Customer Service, Strategic Planning, Finance, Loans, Asset Managment, Management, Banking, Microsoft Word, PowerPoint, Negotiation
Education
Ferris State University 2004 — 2007
BS, Business
Grand Rapids Community College 2004 — 2006
AA, Arts
Target January 2014 - Present
Pitt Community College August 2011 - Present
Target October 2012 - January 2014
Edward Jones October 2009 - August 2011
Town of Sharpsburg, NC June 2006 - October 2009
City of Wilson, NC August 1996 - June 2006
Skills
Enforcement, Policy, Management, Leadership, Asset Protection, Investigation, Private Investigations, Interviews, Criminal Investigations, Internal Investigations, Fraud, Employee Relations, Police, Training, Criminal Justice, Interrogation, Crime Prevention
Education
Fayetteville State University 2011 — 2014
Master of Criminal Justice, Criminal Justice and Corrections
Pfeiffer University 2006 — 2008
MBA, Business Administration
North Carolina Wesleyan College 2002 — 2005
Bachelor of Arts, Psychology
North Carolina Wesleyan College 2002 — 2004
Bachelor of Arts, Justice Studies
Wilson Community College 1997 — 2001
Associate in Applied Science, Criminal Justice Technology
Finigan Financial Services, LLC April 2002 - Present
LPL Financial February 2014 - Present
Royal Alliance Associates, Inc November 1999 - January 2014
Edward Jones October 1994 - October 1999
US Army July 1972 - September 1994
Education
Florida Institute of Technology 1981 — 1982
MBA
Seattle University 1967 — 1972
BABA, Finance & Banking
Edward Jones June 2014 - Present
Telerx June 2013 - July 2013
PricewaterhouseCoopers June 2012 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Finance, Networking, Financial Analysis, Research, Social Networking, Teamwork
Education
Florida Agricultural and Mechanical University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
Florida Agricultural and Mechanical University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
Little Bits Toys 2010 - 2015
Edward Jones 2009 - 2011
Filene's 2005 - 2006
Filene's 1996 - 2004
Filene's 1993 - 1995
Skills
Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Training
Education
Emerson College
Bachelor's degree, Mass Communication/Media Studies
Minnechaug Regional High School
High School
Century 21 New Millennium January 2015 - Present
First Team Automotive Group August 2013 - August 2014
Edward Jones December 2012 - April 2014
CHC Services January 2012 - July 2012
Medical Staffing Network February 2010 - November 2010
Skagit 911 January 2009 - August 2009
Bank of America April 2007 - April 2009
Galaxy Theatre August 2000 - March 2007
Skills
Nonprofits, Event Planning, Healthcare, Legal Research, Customer Service, Legal Documents, Legal Assistance, Sales, Management, Microsoft Office, Inventory Management, Negotiation
Education
Everett Community College 2011 — 2013
Edward Jones October 2008 - Present
Abundant Life Community Church March 2007 - July 2008
Skills
Investment Strategies, Management, Life Insurance, Series 7, Investments, Insurance,...
Education
Evangel University 2004 — 2007
B.A., Biblical Studies and Business Management
evangel university
Edward Jones January 2011 - Present
Edward Jones November 2007 - December 2010
Edward Jones July 2005 - November 2007
Edward Jones January 2003 - June 2005
Edward Jones January 1995 - December 2002
Edward Jones 1995 - 2002
Skills
Financial Advisory, Sales, Employee Benefits, Recruiting, Series 7, 401k, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Series 63, Mutual Funds, Pensions, Investment Advisory, Wealth, Predictive Analytics, Predictive Modeling, Data Mining, Analytics, Statistical Modeling, Human Resources, Leadership, Financial Services
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Marketing and Organizations & Markets
Emory University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Edward Jones March 2006 - Present
Edward Jones Trust Company March 2004 - January 2006
St. Louis Business Journal May 2003 - March 2004
Skills
Wealth Management, Trust Services, Retirement Planning, Business Development, Project Management, SEI Trust 3000 & CSS
Education
CANNON 2009 — 2009
Certified Trust Financial Advisor
Emporia State University 1999 — 2002
Bachelor's degree, English and Journalism
B.T. Bowler & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - Present
Edward Jones February 2012 - September 2012
TD Ameritrade March 2010 - April 2011
Euro Pacific Capital March 2008 - March 2010
Merrill Lynch February 1997 - June 2006
Education
Fairfield University 1991 — 1996
B.A., English/ Economics
The Gunnery 1989 — 1990
Darien High School 1986 — 1989
Edward Jones 2013 - Present
U.S. Army 1999 - 2012
U.S. Army January 1989 - October 1999
Skills
Intelligence Analysis, Military Experience, Military Operations, National Security, Command, Army, Top Secret, Operational Planning, Military, DoD, Security Clearance, Force Protection, Management, Counterterrorism
Education
Excelsior College 1997 — 1998
B.S., Persian Farsi and Criminal Justice
PMK Securities and Research August 2011 - Present
Edward Jones February 2000 - August 2011
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Series 63, Estate Planning, Portfolio Management
Education
Florida Atlantic University 1998 — 2000
Bachelor's degree, Finance, General
Florida State University 1996 — 1998
MasterCard August 2012 - Present
Kindred Spirit Massage & Wellness May 2006 - Present
MasterCard March 2011 - August 2012
MasterCard May 2001 - March 2011
Edward Jones June 1995 - August 2000
Skills
Swedish, Testing, Chair Massage, Databases, Trigger Point Therapy, Desktop Support, Bodywork, Requirements Analysis, Software Engineering, Reflexology, Aromatherapy, Unix, Technical Support, SDLC, Software Documentation, Key Management, System Administration, Access
Education
Florida Agricultural and Mechanical University 1990 — 1995
BS, Computer & Information Systems
Providence Health & Services January 2013 - Present
Edward Jones January 2010 - Present
SMH Capital April 2007 - December 2009
Skills
Customer Service, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Alaska Anchorage 1982 — 1986
Applied Sciences
Everett Community College 1980 — 1982
Amdocs Inc. 2007 - Present
AT&T 1998 - 2007
Edward Jones 1995 - 1998
Skills
COBOL, Testing, Troubleshooting, Telecommunications, SharePoint, JCL, DB2, Process Improvement, Software Documentation, Microsoft Office, Programming, Analysis, Leadership, Change Management, FTP, TSO, IMS DB/DC, VSAM, System Administration, SQL
Education
Webster University 2009 — 2010
Masters candidate, Information Technology Management
Florida Agricultural and Mechanical University 1989 — 1995
Bachelor of Science, Major - Computer Information Systems; Minor - Math
Fifth Third Securities August 2009 - Present
Edward Jones July 2008 - August 2009
Decision One Mortgage/ HSBC 2003 - 2007
Skills
Series 7, Series 66
Education
Ferris State University
Bachelor’s Degree, Hospitality Management/Marketing
FNB Bank, Inc. January 2014 - Present
FNB Bank, Inc. August 2011 - Present
Arnett & Foster, PLLC September 2004 - August 2011
Edward Jones February 2007 - May 2007
Glenn A Harman, CPA August 2001 - May 2004
Skills
Accounting, External Audit, Financial Institutions, Employee Benefits, Auditing, Financial Reporting, Banking, Finance
Education
Fairmont State University 2000 — 2004
BS, Accounting
USAA April 2011 - Present
Edward Jones October 2009 - April 2011
Morgan Stanley Smith Barney July 2008 - January 2009
Skills
Retirement Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Portfolio Management, Asset Management, Insurance, Investment Advisory, 401k, Investment Strategies
Education
Florida Atlantic University 2005 — 2009
B.B.A, Finance
Chipola College 2005 — 2007
A.A, Business
Quintiles July 2013 - Present
Texas Health Resources July 2010 - April 2013
GlaxoSmithKline February 2003 - August 2010
The Chase Manhattan Bank May 2000 - February 2003
Edward Jones August 1997 - May 2000
Skills
Healthcare, Hospitals, Strategic Planning, New Business Development, Pharmaceutical Industry, Sales Operations, Pharmaceutical Sales, Urology, Sales Effectiveness, Neurology, Sales, Marketing, Training, Diabetes, Leadership, Endocrinology, Orthopedic, Business Development, Oncology, Managed Care, Product Launch, OB/GYN, Gastroenterology, Rheumatology, Dermatology, Hospital Sales, Sales Force Development, Pulmonology, Market Development, Physicians, Infectious Diseases, Recruiting, Medical Devices, Psychiatry, Hypertension, Medicine, Capital Equipment, Internal Medicine, Nephrology, Selling, Primary Care, Surgery, Market Access, Physician Relations, Family Medicine
Education
Florida Agricultural and Mechanical University
BS, Business Economics
Florida Agricultural and Mechanical University
Masters, Public Administration
Grantham University May 2014 - Present
J.P. Morgan Asset Management September 2012 - April 2014
KeyBank Real Estate Capital November 2010 - August 2012
KeyBank Real Estate Capital July 2009 - January 2011
State Street March 2006 - July 2009
Edward Jones January 2006 - March 2007
Emporia State University August 2005 - December 2005
Skills
Financial Analysis, Credit, Investments, Banking, Equities, Capital Markets, Loans, Risk Management, Credit Analysis, Finance, Portfolio Management, Insurance, Analysis, Accounting, Credit Risk, Access, Underwriting, Investment Banking, Microsoft Excel, Business Analysis, Account Management, Financial Reporting, Mortgage Lending, Asset Management, Commercial Lending, Business Development
Education
Columbia Southern University 2009 — 2015
DBA in Business Administration, Business administration
Emporia State University 2002 — 2005
M.B.A, Business Administration
Cheikh Anta Diop University 1995 — 1999
Master in Economics, Economics
Nestle September 2011 - Present
Edward Jones May 2010 - June 2011
Florida A&M University June 2009 - June 2010
Freddie Mac May 2008 - August 2008
Liberty Mutual May 2007 - August 2007
Skills
Research, Marketing Strategy, Networking, Project Management, Event Planning, Marketing, Public Speaking, Fundraising, Customer Service, PowerPoint, Leadership, Public Relations, Sales, Time Management, Microsoft Excel, Analysis, Microsoft Word, Microsoft Office, Strategic Planning, Social Media Marketing
Education
Florida Agricultural and Mechanical University 2009 — 2010
Master of Science (MS)
Florida Agricultural and Mechanical University 2004 — 2008
Bachelors of Science, Public Relations/Business
Edward Jones November 2010 - Present
JPMorgan Chase October 2009 - May 2010
Renewal by Andersen 2008 - 2009
Renewal by Andersen 2008 - 2009
Countrywide Specialty Lending Group 2004 - 2008
Max Madsen Mitsubishi September 2002 - December 2004
Skills
Mortgage Lending, Insurance, Sales Management, Sales, Customer Service, Microsoft Excel, Forecasting, New Business Development, Financial Analysis, Microsoft Office, Strategic Planning, Customer Retention, Risk Management, Outlook, Project Management, Credit, Strategic Financial..., Banking, Finance, Marketing Strategy
Education
Ferris State University 1990 — 1994
Bachelor of Science, Criminal Justice/Law Enforcement Administration
Scottrade® Advisor Services March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Wells Fargo Advisors September 2010 - February 2013
Wells Fargo Advisors February 2010 - September 2010
Edward Jones May 2009 - October 2009
Corporate Executive Board July 2008 - February 2009
Corporate Executive Board July 2007 - July 2008
Missouri House of Representatives May 2006 - August 2006
Skills
Financial Analysis, Salesforce.com, Analysis, Finance, Financial Services, Leadership, Sales, Account Management, Research
Education
Emory University 2003 — 2007
Bachelor of Arts, Economics
E2W Inc March 2012 - Present
Credit Agricole Securities (USA) Inc July 2008 - January 2012
MF Global Inc, New York, NY October 2007 - May 2008
BNY Mellon October 2005 - May 2008
Edward Jones June 2002 - March 2005
JPMorgan Chase January 1992 - October 1998
Yasuda Bank & Trust CO (USA) Inc November 1989 - January 1992
Salomon Brothers June 1985 - November 1989
Skills
Securities Lending, Equities, Series 7, ETFs, Securities, Trading, Mutual Funds, Fixed Income, Finance, Credit, Financial Risk, Loans, Derivatives, Financial Markets, Capital Markets
Education
Fairfield University
BA, Economics
City National Bank September 2015 - Present
Edward Jones January 2014 - September 2015
Merrill Lynch April 2010 - January 2014
Kaiser Permanente 2010 - 2010
HSBC April 2009 - October 2009
Smith Barney August 2005 - March 2009
Bank of America January 2002 - August 2005
HRCS October 2000 - January 2002
Wachovia June 1995 - October 2000
Skills
Hiring, Recruiting, Interviews, Human Resources, Sourcing, Leadership, Management, Talent Management, Deferred Compensation, Strategy, Change Management, Personnel Management, Networking, Negotiation, Talent Acquisition, Consulting
Education
Fashion Institute of Design & Merchandising
Portland State University March 2012 - January 2015
University of Alabama June 2008 - March 2012
Carolina Panthers July 2008 - August 2008
Edward Jones February 2007 - June 2008
YMCA September 2006 - August 2007
Miami Dolphins 2006 - 2006
Arizona Cardinals Football Club 2005 - 2005
Carolina Panthers 2000 - 2004
Skills
Football, Public Speaking, Sports, Team Building, Fundraising, Sports Management, Sports Marketing, Social Media, Exercise Physiology, Coaching, Leadership, Public Relations, Marketing, Customer Service, Social Networking
Education
Emporia State University 2015 — 2016
Master of Science (MS), HPER
University of Washington 1995 — 2000
EMPOWER Retirement June 2015 - Present
Santander Bank July 2012 - June 2015
AspenCross Financial Group November 2010 - July 2012
Edward Jones February 2010 - November 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
PFPC 1993 - 1997
Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA
Education
Fitchburg State University 1990 — 1993
Bachelors, Economics
Edward Jones July 2014 - Present
JPMorgan Chase March 2010 - July 2014
Luxury Custom Wheels, LLC July 2004 - February 2010
Charles Schwab 1999 - 2004
Skills
Series 7, Series 63, Life Insurance &..., Series 66, Life & Health Insurance...
Education
Florida Institute of Technology 2002 — 2003
Certified Financial Planner - Prerequisites
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics
(TCBY) Infinity Family Foods, LLC September 2014 - Present
INFINITY ACCOUNTING October 2002 - Present
Edward Jones March 2010 - December 2010
Lear Siegler Services, Inc. February 2005 - September 2009
ENVIRONMENTAL CHEMICAL CORPORATION June 2004 - December 2004
KELLOGG, BROWN, AND ROOT January 2004 - May 2004
VETERANS ADMINISTRATION HOSPITAL December 2000 - January 2004
VOLUNTEER INCOME TAX ASSISTANCE January 2000 - April 2002
Skills
Process Improvement, Analysis, Operations Management, Budgets, Forecasting, Variance Analysis, Financial Modeling, Leadership, Project Management, Human Resources, Project Planning, Training, Management
Education
Fayetteville State University 2000 — 2002
BS, ACCOUNTING
Fayetteville Technical Community College 1998 — 2000
AS, APPLIED SCIENCE
Magna Mirrors September 2011 - July 2012
Leon Plastics March 2010 - September 2011
Edward Jones March 2009 - March 2010
Royal Technologies Corporation February 2001 - January 2009
Johnson Controls May 1997 - February 2001
Skills
Plastics, Injection Molding, Automotive, Manufacturing, APQP, Lean Manufacturing, Continuous Improvement, Polymers, Machine Tools, Purchasing, 5S, Manufacturing..., Kaizen, PPAP, Manufacturing..., SPC
Education
Ferris State University 1992 — 1996
BS, Plastics Engineering Technology
Natick Public Schools August 2012 - Present
Natick Public Schools September 2011 - Present
Natick Public Schools February 2011 - Present
Wellesley Public Schools September 2008 - June 2011
The Goddard School November 2010 - April 2011
Edward Jones December 2009 - August 2010
Education
Fitchburg State University 1993 — 1997
Bachelors, Early Childhood Education
Framingham State University
Special Needs Education
Edward Jones 2013 - Present
Best Buy March 2012 - May 2013
Best Buy August 2008 - March 2012
Best Buy 1992 - 2008
Skills
Change Management, Culture Change, Leadership Development, Cross Functional..., Black Belt, Decision Support, Succession Planning, Merchandising, Inventory Management, Store Management, Income Statement, Leadership, Sales Operations, Customer Experience, Strategic Planning, Retail, Profit, Business Analysis, Cross-functional Team..., Strategy, Training, Sales, Budgets, Sales Management, Loss Prevention, Big Box, Inventory Control, Customer Satisfaction, Retail Sales, Hiring, Driving Results, People Development, Process Improvement, Visual Merchandising, Employee Training, Store Operations, Performance Management, Team Building, Multi-channel Retail, Operations Management, Multi-unit, POS, Customer Retention, Forecasting, P&L, Time Management, Team Leadership, Recruiting, Multi-Unit
Education
Evangel University 1990 — 1994
Architectural Engineering
ncolor{salon+boutique2} June 2009 - November 2013
Edward Jones December 2006 - June 2009
Gulfside Appraisal Group, LLC January 2003 - December 2006
Skills
Management, Operations Management, Leadership, New Business Development, Business Process..., Customer Service, Bookkeeping, Retail, Sales, Inventory Management, Organizational..., Human Resources, Critical Thinking, Small Business, Real Estate, Appraisals
Education
Florida Gulf Coast University 2000 — 2004
Business Finance, Business Management
General Dynamics Mission Systems (formerly General Dynamics C4 Systems) 2007 - Present
General Dynamics C4 Systems August 2004 - December 2006
Edward Jones April 2001 - July 2004
Motorola SSTG August 1996 - March 2001
US Army July 1986 - October 1996
Skills
ILS, Systems Engineering, Program Management, Military, DoD, Defense, Engineering, Security Clearance, Earned Value Management, Engineering Management, MS Project, Business Development, Proposal Leadership, Logistics Management, Military Logistics, Strategic Planning, Project Management, New Business Development, Technical Writing, C4ISR, Government Contracting, Aerospace, Proposal Writing, Requirements Management, Microsoft Project, Integration, Operational Planning
Education
Florida Institute of Technology 1981 — 1986
BS, Ocean Engineering
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division November 2004 - Present
World Financial Group (WFG) 2005 - 2011
Edward Jones December 1994 - October 2002
Hub Distributing Inc August 1986 - September 1994
Skills
Team Building, Coaching, Analysis, Retirement Planning, Investments, Strategic Planning, New Business Development, Strategic Financial..., Insurance, Securities, Wealth Management, Strategy, Leadership, Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Small Business, Public Speaking, Financial Analysis, Business Planning, Team Leadership, Portfolio Management, Fixed Annuities, Wealth, Employee Benefits, Financial Advisory, Life Insurance, IRAs, Marketing, Long-term Care, Retirement, Business Strategy, Financial Planners, 401k, Entrepreneurship, Financial Planning
Education
Dale Carnegie Sales Success 2014 — 2014
Grad, Sales Success
Gwinnett Hall Baptist College 1995 — 1998
Doctor of Theology, Theology/Theological Studies
Florida A&M University 1974 — 1978
Bachelor of Science (BS), Accounting
Stridepoint June 2006 - Present
Stridepoint June 2006 - Present
Stridepoint June 2006 - Present
State Farm August 2003 - June 2006
U.S. Bank January 2002 - March 2003
Edward Jones June 2000 - July 2001
Skills
Management, Customer Service, Microsoft Office, Account Management, Sales, SEO, Process Improvement
Education
Liberty University 2010 — 2014
Masters of Science, Accounting, 3.95
Western Kentucky University 1997 — 2000
Bachelor's Degree, Finance, Marketing, 3.65
Florida College 1995 — 1997
Associate of Arts (AA), General, 3.61
Southwest Airlines – HCL America LLC consultant February 2013 - Present
AIC Inc. November 2011 - Present
Walmart – IBM Consultant / Select Solutions Group LLC August 2012 - February 2013
Office of Administration/Department of Labor & Industrial Relation (DOLIR) September 2010 - November 2011
DST Systems December 2006 - April 2010
Edward Jones August 2006 - November 2006
Edward Jones November 2005 - July 2006
USDA August 2004 - November 2005
USDA July 2002 - August 2004
EDS Group February 2001 - January 2002
Skills
MVS Mainframe, JCL, M/F Utilities, COBOL, AS400, VSAM, Assember, IDMS, DB2, IMS, CICS, MQ Series, TELON, SAS, IBM Sys-36/OCL, SQL, UNIX Sun Solaris, C, EDI, CL, IMS DB/DC, IBM iSeries, SDLC, Integration, Mainframe, Unix, WebSphere MQ, Data Warehousing, Testing, Systems Analysis
Education
Everest University-Tampa
Master of Business Administration (M.B.A.), International Business Management
Everest University-Tampa
Bachelor of Science (B.S.), Computer Information and Sciences
Guntersville City Schools August 2006 - Present
KDS DAR High School August 2004 - July 2006
Edward Jones March 2001 - December 2001
Bartlett, Grigsby, Boan, and Associates June 1998 - March 2001
Just for Feet August 1995 - June 1998
Just for Feet March 1991 - August 1995
Skills
Classroom Management, Lesson Planning, Classroom, Educational Leadership, Instructional Technology, Student Affairs, K-12, Staff Development, Teaching, Instructional Design, Higher Education, Student Engagement, Curriculum Design, Differentiated..., Tutoring, Curriculum Development, Literacy, Educational Technology, Teacher Training, Coaching, Common Core State..., Student Leadership, Worship Music, Praise & Worship, Musical Theatre, Community Theatre
Education
Jacksonville State University 2002 — 2004
Master of Science (M.S.), Secondary Education - English Language Arts
University of Alabama 1988 — 1990
Bachelor of Arts (B.A.), English
University of Alabama in Huntsville 1986 — 1988
Faulkner University 1984 — 1986
Edward Jones January 2011 - Present
Holland, Inc. October 2006 - January 2011
Education
Evangel University 2003 — 2006
Bachelor of Business Administration - Management, Business
Cancer Treatment Centers of America® March 2012 - Present
City of Newnan November 2006 - Present
CharterBank February 2007 - February 2012
Edward Jones October 2004 - February 2007
Delta Air Lines February 1999 - October 2004
Skills
Certified Green Belt, Strategic Planning, Leadership, Budgets, Management, Business Development, Credit Analysis, Corporate Finance, Leadership Development, Commercial Lending, Customer Service, Commercial Banking, Credit, Consumer Lending, Financial Risk, Banking, Marketing, Loans, Strategy, Team Building, Event Planning
Education
Northeastern University
Master of Business Administration (MBA), Finance and Healthcare
Excelsior College
Bachelor of Science (BS), Professional Studies - General Business
Ameriprise Financial Services Inc. September 1997 - Present
Edward Jones 1993 - 1997
Alan R. Simmons, Attorney at Law 1988 - 1993
First Huntington National Bank 1984 - 1988
Huntington Trust & Savings Bank 1980 - 1984
Ducker & McCreight, Attorneys 1977 - 1980
West Virginia State Senate Judiciary Committee 1977 - 1977
West Virginia Secretary of State 1975 - 1977
West Virginia State Tax Commissioner 1974 - 1975
Education
National Graduate Trust School at Northwestern University 1981 — 1983
Certified Financial Services Counselor (CFSC), Trust Banking and Financial Services, Honors
Emory University School of Law 1971 — 1974
JD, Law
Marshall University 1967 — 1971
BA, History, Cum Laude
Edward Jones February 2010 - Present
Education
Florida Gulf Coast University 2006 — 2009
Finance, Economics
Edward Jones December 2013 - October 2014
Mims Distributing September 2012 - November 2013
Grainger December 2011 - September 2012
Ajilon April 2011 - May 2012
Skills
Sales Operations, Sales, Finance, Spanish, Account Management, Leadership, Customer Service, Time Management, Negotiation
Education
University of Phoenix 2007 — 2010
Master's, Business Administration
Emory and Henry College 2003 — 2007
BA, Political Science
FBC, Canada's Farm & Small Business Tax Specialist August 2014 - Present
Freedom Financial Now June 2014 - August 2014
Brodart Canada Company January 2012 - April 2013
Edward Jones June 2008 - January 2011
Escan a Middleby Company March 1995 - January 2008
Crown Verity Inc. April 1992 - March 1995
Motorola Canada Limited August 1988 - March 1992
Skills
Sales, Retirement, Contract Negotiation, Management, Finance, Negotiation, Mutual Funds, Sales Management, Sales Training, Retirement Planning, Culinary Equipment..., Volunteer Minor Sports..., Mentoring, Design Consultation, Business Networking, Social Networking, Entrepreneurship, Pioneering, Debt Elimination, Financial Services, Agriculture, Taxes, CRA Audit Protection, Insurance, Customer Service, Leadership, Team Building, Strategic Planning, Coaching, Small Business, Business Development, Marketing
Education
Canadian Securities Institute 2008 — 2008
Full Service Brokerage, Financial Planning and Services
Fanshawe College 1986 — 1988
Diploma, Business, Management, Marketing, and Related Support Services
The Pampered Chef January 2012 - Present
Edward Jones September 2002 - January 2011
InteliPort, Inc. December 1999 - September 2002
Perquimans County Schools September 1993 - September 2001
Riverside Regional Medical Center September 1988 - January 1991
Bilger's Long Green Nurseries, Inc. June 1976 - June 1987
Skills
Customer Service, Administrative Support, Office Administration, Computer Hardware..., Computer Proficencies, Proofreading, Internet Research, Office Equipment, Teamwork, Reliability, Optimistic, Microsoft Office, Administration, Data Entry, Customer Relations, Word, PowerPoint, Excel, Access, Research, Windows, Scheduling, Customer Satisfaction, Outlook, Problem Solving, Typing, Troubleshooting, Office Management, Inventory Management, Telephone Skills, XP, Social Networking, Documentation
Education
Essex Community College 1986 — 1989
Associates in Arts (AA), Business Administration
Towson High School 1982 — 1984
Diploma, General
U.S. Department of Veterans Affairs June 2013 - Present
USAA June 2008 - June 2010
Edward Jones June 2006 - June 2007
DTE Energy November 2004 - July 2006
DTE Energy June 1990 - May 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
Western International University 2012 — 2014
Master of Business Administration (MBA), International Business, 3.792
Ferris State University 1994 — 2001
Bachelor's degree, International Business
Ferris State University 1994 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Edward Jones January 2008 - Present
AG Financial Solutions October 2007 - January 2008
AG Financial August 2004 - October 2007
AG Financial May 2004 - August 2004
Smillie's IGA September 2002 - May 2004
Skills
Mutual Funds, Customer Service, Administration, Insurance, Investments, Excel, PowerPoint, Word, Outlook, Equities, Microsoft Office, Compliance, Budgeting, Problem Solving, Event Planning, Teamwork, Event Management, Mentoring
Education
Evangel University 2001 — 2005
Bachelor of Business Administration, Management and Marketing
Edward Jones February 2013 - May 2013
GEICO June 2012 - February 2013
INDI Financial Insurance January 2012 - April 2012
Sonny' BBQ May 2011 - September 2011
Kazbor's Sports Bar and Grille June 2006 - January 2010
Skills
Strong Communicator..., Self Starter, Proficient in Microsoft..., Flexible and hardworking, Detail-orientated, and...
Education
Flagler College 2008 — 2012
BA, Business Administration
Fremont Insurance Company October 2013 - Present
Fremont Insurance Company August 2012 - Present
Edward Jones February 2012 - October 2012
Edward Jones April 2010 - February 2012
Nestle March 2005 - April 2010
Nestle June 2002 - March 2005
Gerber Products Company February 1997 - June 2002
Novartis November 1994 - February 1997
Skills
Spanish-English, Notary Public, Life & Health Insurance..., Microsoft Excel, Microsoft Publisher, Microsoft Word, Supervision, International Logistics, Office Administration, Cross-functional Team..., Call Center, Customer Service, Call Centers, Forecasting, Training, Sales
Education
Ferris State University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Friesland Campina Ingredients North America, Inc. December 2012 - Present
Edward Jones November 2011 - June 2012
The Home Depot October 2010 - October 2011
Skills
Series 7, Series 66, Interior Design..., SAP, Customer Service, Leadership, Microsoft Word, Sales, Time Management, Microsoft Office
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science (BS), Finance, General
Edward Jones July 2012 - Present
EventPro Strategies 2012 - 2012
Cie Studios November 2006 - June 2011
g&h dental arts January 2001 - November 2006
Skills
Insurance, Customer Service, Sales, Life Insurance, Outlook, Microsoft Office, Team Building, Disability Insurance, Term Life Insurance, General Insurance, Time Management, Data Entry
Education
Everett Community College 2000 — 2001
Certificate: Microcomputer Skills, Certificate: Microsoft Office Professional, Computer Science
Edward Jones
Skills
Tutoring, Mathematics
Education
Emory University 1964 — 1968
BS, Mathematics
Edward Jones December 1996 - Present
Education
Longwood University 1988 — 1992
Bachelor's degree, Political Science and Government
Ferrum College 1970 — 1972
Pierce Group Benefits October 2014 - Present
Robert Half International Accountemps/OfficeTeam March 2014 - October 2014
Edward Jones June 2013 - November 2013
SECU October 2006 - May 2013
Skills
Top-rated sales..., Investment products, Insurance sales, Policy coverage expert, Personal lines products, Life and health..., Analytical Skills, Highly personable, Driven, Proactive team player, Results-oriented, MS Office, Investments, Data Driven Testing, CRM, Cold Calling, Disability Insurance, Finance, Recruiting, Result Oriented, Series 6, Underwriting, Customer Retention, Customer Satisfaction, Insurance, Applicant Tracking..., Employee Benefits, Employee Relations, Interviews, Onboarding, Talent Acquisition, Temporary Placement, Training
Education
University of North Carolina at Pembroke 2005 — 2006
Bachelor of Science (BS), Business Administration and Marketing
Fayetteville Technical Community College 2003 — 2004
Associate of Science (AS)