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
Employee
Years
Job
Industry
Debbie DeSpain Debbie DeSpain's Edward Jones Experience 2004 - Present
Job Health Coach
Industry Health, Wellness and Fitness
Experience
Edward Jones 2004 - Present
Juice Plus+ Whole Food Nutrition September 1998 - Present
UBS May 1993 - June 2003
Skills
Small Business, Public Speaking, Personal Development, Wellness, Coaching, Nutrition, Wellness Coaching, Lifestyle Coaching, Entrepreneurship, Time Management, Marketing, Fitness, Stress Management, Customer Service
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coach, Holistic Health Coaching
Appalachian State University 1976 — 1978
BS Business Administration, Marketing and Real Estate
UNC Greensboro 1974 — 1976
College transfer, General course work
Edward Jones 2004 - Present
Juice Plus+ Whole Food Nutrition September 1998 - Present
UBS May 1993 - June 2003
Skills
Small Business, Public Speaking, Personal Development, Wellness, Coaching, Nutrition, Wellness Coaching, Lifestyle Coaching, Entrepreneurship, Time Management, Marketing, Fitness, Stress Management, Customer Service
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coach, Holistic Health Coaching
Appalachian State University 1976 — 1978
BS Business Administration, Marketing and Real Estate
UNC Greensboro 1974 — 1976
College transfer, General course work
Brandon Schmoll Brandon Schmoll's Edward Jones Experience 2009 - 2010
Job Constable at Maricopa County Constable
Industry Law Enforcement
Experience
Maricopa County January 2011 - Present
Fairmont Business Advisors January 2010 - October 2011
Edward Jones 2009 - 2010
Edward Jones June 2006 - August 2008
Skills
Real Estate, Investments, Real Estate Transactions, Sellers, Selling, Political Campaigns, Brokerage, Residential Homes, Small Business, Contract Negotiation, Finance, Sales, Investors, Management, Team Building, Strategic Planning, Public Speaking, Government, Buyers, Marketing Strategy, Budgets, Leadership, Marketing, New Business Development
Education
Northern Arizona University, College of Business Administration 2004 — 2006
Bachelor of Science in Business Administration, Finance and Investments
Arizona State University 2003 — 2004
Business Administration and Management, General
Azusa Pacific University 2002 — 2003
Business Administration and Management, General
Maricopa County January 2011 - Present
Fairmont Business Advisors January 2010 - October 2011
Edward Jones 2009 - 2010
Edward Jones June 2006 - August 2008
Skills
Real Estate, Investments, Real Estate Transactions, Sellers, Selling, Political Campaigns, Brokerage, Residential Homes, Small Business, Contract Negotiation, Finance, Sales, Investors, Management, Team Building, Strategic Planning, Public Speaking, Government, Buyers, Marketing Strategy, Budgets, Leadership, Marketing, New Business Development
Education
Northern Arizona University, College of Business Administration 2004 — 2006
Bachelor of Science in Business Administration, Finance and Investments
Arizona State University 2003 — 2004
Business Administration and Management, General
Azusa Pacific University 2002 — 2003
Business Administration and Management, General
Michael Pfeifer Michael Pfeifer's Edward Jones Experience August 2006 - September 2009
Job Program Director at Choose A School
Industry Nonprofit Organization Management
Experience
UrbanConnect PHX October 2014 - Present
Choose A School November 2014 - Present
MyTestCost.com February 2014 - March 2015
Children's Museum of Phoenix October 2013 - October 2014
StreetLightUSA August 2013 - September 2013
Goldwater Institute February 2011 - May 2013
Victory 2010 - RNC August 2010 - November 2010
Buz Mills for Governor March 2010 - August 2010
Edward Jones August 2006 - September 2009
Schumacher European, Ltd. January 2000 - August 2006
Skills
Microsoft Office, CRM databases, Planning & Execution of..., Direct Mail Fundraising, Customer Service, Email Marketing, Social Media, Wedding Coordinating, Fundraising, Nonprofits, Event Planning, Social Networking, Politics, Political Campaigns, Event Management, Volunteer Management, Publications, Political Consulting, Public Relations, Management, Government, Strategic Communications, Community Development
Education
Arizona State University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
UrbanConnect PHX October 2014 - Present
Choose A School November 2014 - Present
MyTestCost.com February 2014 - March 2015
Children's Museum of Phoenix October 2013 - October 2014
StreetLightUSA August 2013 - September 2013
Goldwater Institute February 2011 - May 2013
Victory 2010 - RNC August 2010 - November 2010
Buz Mills for Governor March 2010 - August 2010
Edward Jones August 2006 - September 2009
Schumacher European, Ltd. January 2000 - August 2006
Skills
Microsoft Office, CRM databases, Planning & Execution of..., Direct Mail Fundraising, Customer Service, Email Marketing, Social Media, Wedding Coordinating, Fundraising, Nonprofits, Event Planning, Social Networking, Politics, Political Campaigns, Event Management, Volunteer Management, Publications, Political Consulting, Public Relations, Management, Government, Strategic Communications, Community Development
Education
Arizona State University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Aldo Lopez-Gil's Edward Jones Experience July 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2012 - Present
Office Cleaning Group September 2006 - December 2011
Ontario Ministry of the Environment May 2011 - August 2011
Education
Anderson University (SC) 2008 — 2012
Bachelor of Science, Accounting and Business Management
Edward Jones July 2012 - Present
Office Cleaning Group September 2006 - December 2011
Ontario Ministry of the Environment May 2011 - August 2011
Education
Anderson University (SC) 2008 — 2012
Bachelor of Science, Accounting and Business Management
Nancy Oostdyk's Edward Jones Experience January 2001 - June 2010
Job Assistant Vice President/Bank Office Manager at Bank Mutual
Industry Financial Services
Experience
Bank Mutual February 2014 - Present
Nan's Bridals & Alterations - Custom Leather Expressions - Northwoods Sewing & Alterations August 1981 - Present
Bank of the West June 2010 - January 2014
Edward Jones January 2001 - June 2010
Kaiser Transport, Inc. August 2008 - March 2009
Spooner Outlet, Inc. June 2001 - August 2008
Bank of Spooner/Community First Bank February 1992 - November 1997
Skills
Customer Service, Cash Management, Deposits, Retail Banking, Commercial Banking, Loans, Accounts Receivable, Leadership, Accounts Payable, Accounting, Banking, Account Reconciliation, Languages
Education
WITC - Rice Lake, WI 2007 — 2009
Associate's Degree, Accounting, Graduated with Honors
Anoka Ramsey Community College 1980 — 1981
Tailoring & Design
Bank Mutual February 2014 - Present
Nan's Bridals & Alterations - Custom Leather Expressions - Northwoods Sewing & Alterations August 1981 - Present
Bank of the West June 2010 - January 2014
Edward Jones January 2001 - June 2010
Kaiser Transport, Inc. August 2008 - March 2009
Spooner Outlet, Inc. June 2001 - August 2008
Bank of Spooner/Community First Bank February 1992 - November 1997
Skills
Customer Service, Cash Management, Deposits, Retail Banking, Commercial Banking, Loans, Accounts Receivable, Leadership, Accounts Payable, Accounting, Banking, Account Reconciliation, Languages
Education
WITC - Rice Lake, WI 2007 — 2009
Associate's Degree, Accounting, Graduated with Honors
Anoka Ramsey Community College 1980 — 1981
Tailoring & Design
Chris Huzyak Chris Huzyak's Edward Jones Experience April 2015 - Present
Job Service Specialist at Edward Jones
Industry Banking
Experience
Edward Jones April 2015 - Present
Kyle Moyer and Company January 2014 - August 2014
BMW February 2013 - September 2013
Barons Marketplace January 2010 - May 2012
Skills
Facebook, Invoicing, Leadership, PowerPoint, Public Speaking, Research, Strategic Planning, Time Management, Customer Service, Leadership Development, Team Building, Microsoft Office
Education
Arizona State University 2012 — 2014
Bachelor of Science (BS), Political Science and Economics
Edward Jones April 2015 - Present
Kyle Moyer and Company January 2014 - August 2014
BMW February 2013 - September 2013
Barons Marketplace January 2010 - May 2012
Skills
Facebook, Invoicing, Leadership, PowerPoint, Public Speaking, Research, Strategic Planning, Time Management, Customer Service, Leadership Development, Team Building, Microsoft Office
Education
Arizona State University 2012 — 2014
Bachelor of Science (BS), Political Science and Economics
Avia Lepe Avia Lepe's Edward Jones Experience April 2011 - Present
Job Insurance Service Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Mark-Taylor Inc May 2009 - April 2011
Nordstrom February 2007 - August 2008
Skills
Customer Service, Time Management, Life & Health Insurance..., Sales, Coaching, Series 7, Microsoft Office, Microsoft Excel, Social Media Marketing, Event Planning, Leadership, Social Media
Education
Arizona State University 2006 — 2010
Bachelor of Arts (BA), Sociology
Edward Jones April 2011 - Present
Mark-Taylor Inc May 2009 - April 2011
Nordstrom February 2007 - August 2008
Skills
Customer Service, Time Management, Life & Health Insurance..., Sales, Coaching, Series 7, Microsoft Office, Microsoft Excel, Social Media Marketing, Event Planning, Leadership, Social Media
Education
Arizona State University 2006 — 2010
Bachelor of Arts (BA), Sociology
Eric Zeitler, AIF, CRPS, CMFC Eric Zeitler, AIF, CRPS, CMFC's Edward Jones Experience January 2000 - July 2001
Job Private Wealth Manager at Client Centric Wealth Management
Industry Financial Services
Experience
Client Centric Wealth Management August 2013 - Present
Alamo Asset Advisors March 2008 - August 2013
Hartford Financial Services Group July 2007 - April 2008
Capital Group July 2001 - July 2007
Edward Jones January 2000 - July 2001
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Financial Planning, Securities
Education
College for Financial Planning 2004 — 2004
Chartered Retirement Plan Specialist
College for Financial Planning 2003 — 2003
Chartered Mutual Fund Counselor
Angelo State University 1996 — 1998
BBA, Business
Client Centric Wealth Management August 2013 - Present
Alamo Asset Advisors March 2008 - August 2013
Hartford Financial Services Group July 2007 - April 2008
Capital Group July 2001 - July 2007
Edward Jones January 2000 - July 2001
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Financial Planning, Securities
Education
College for Financial Planning 2004 — 2004
Chartered Retirement Plan Specialist
College for Financial Planning 2003 — 2003
Chartered Mutual Fund Counselor
Angelo State University 1996 — 1998
BBA, Business
Nole Harris's Edward Jones Experience October 2014 - Present
Job Edward Jones FACD Program
Industry Financial Services
Experience
Edward Jones October 2014 - Present
Lincoln Financial Group June 2013 - June 2014
Ossian Elementary August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Leadership, Event Planning, Team Leadership, Teamwork, Data Analysis, Series 6, Sales, Financial Analysis, Time Management, Strategic Planning, Management, Marketing, Team Building, Process Improvement, Financial Services, Financial Planning, Investments
Education
Anderson University 2006 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Norwell High School
Edward Jones October 2014 - Present
Lincoln Financial Group June 2013 - June 2014
Ossian Elementary August 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Leadership, Event Planning, Team Leadership, Teamwork, Data Analysis, Series 6, Sales, Financial Analysis, Time Management, Strategic Planning, Management, Marketing, Team Building, Process Improvement, Financial Services, Financial Planning, Investments
Education
Anderson University 2006 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Norwell High School
Ali MirRasekhian's Edward Jones Experience October 2009 - June 2010
Job Commercial Jet Broker at Air Charter Service
Industry Airlines/Aviation
Experience
Air Charter Service June 2015 - Present
Bigfly Aviation June 2014 - June 2015
JetSuite January 2011 - December 2014
JetSuite February 2012 - January 2013
Edward Jones October 2009 - June 2010
Charles Schwab June 2008 - October 2009
Skills
Sales, Flights, Customer Service, Investments, Sales Prospecting, Business Process..., Business Development, Business Analysis, Sales Management, Organizational..., Client Service Oriented, Marketing, Start-ups, Negotiation, Charter, Account Management, Aviation, Salesforce.com, Business Strategy, Contract Negotiation, Commercial Aviation, New Business Development, Leadership, Sales Operations, Lead Generation, Cold Calling, CRM, Competitive Analysis, Client Services, Management
Education
Arizona State University 2004 — 2008
Arizona State University 2004 — 2008
Bachelor of Science (BS), Business/Communication
Air Charter Service June 2015 - Present
Bigfly Aviation June 2014 - June 2015
JetSuite January 2011 - December 2014
JetSuite February 2012 - January 2013
Edward Jones October 2009 - June 2010
Charles Schwab June 2008 - October 2009
Skills
Sales, Flights, Customer Service, Investments, Sales Prospecting, Business Process..., Business Development, Business Analysis, Sales Management, Organizational..., Client Service Oriented, Marketing, Start-ups, Negotiation, Charter, Account Management, Aviation, Salesforce.com, Business Strategy, Contract Negotiation, Commercial Aviation, New Business Development, Leadership, Sales Operations, Lead Generation, Cold Calling, CRM, Competitive Analysis, Client Services, Management
Education
Arizona State University 2004 — 2008
Arizona State University 2004 — 2008
Bachelor of Science (BS), Business/Communication
Debbie Platt's Edward Jones Experience September 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2008 - Present
Skills
Office Administration, Administrative..., Office Management, Calendaring, Customer Service, Time Management, Calendars
Education
Appalachian State University 1979 — 1981
Edward Jones September 2008 - Present
Skills
Office Administration, Administrative..., Office Management, Calendaring, Customer Service, Time Management, Calendars
Education
Appalachian State University 1979 — 1981
Anna Wallace Anna Wallace's Edward Jones Experience May 2008 - April 2009
Job Inside Sales Manager at Hardware Resources
Industry Internet
Experience
Hardware Resources August 2013 - Present
EveryCarListed.com and SuperMedia, LLC April 2009 - August 2013
Edward Jones May 2008 - April 2009
HVAC Agent, LLC February 2004 - October 2007
Satellite Industries, Inc June 1998 - January 2004
Miller Chevrolet 1997 - 1998
Sauer-Danfoss 1994 - 1997
Skills
Cold Calling, Consultative Selling, Strategic Communications, Sales Management, Advertising Sales, Customer Retention, SEM, B2B, Salesforce.com, Training, Selling, Coaching, New Business Development, Advertising, Sales Presentations, Sales Process, Lead Generation, Account Management, Sales, Marketing, Management, Direct Sales, Online Advertising, Social Networking, Sales Operations, Online Marketing, Email Marketing, Recruiting, Social Media Marketing, Promotions, Leadership, CRM, Selling Skills, Team Building, Strategy, Strategic Partnerships, Customer Acquisition, Entrepreneurship, Budgets, Product Development, Mobile Marketing, Direct Marketing, B2B Marketing, Digital Marketing, PPC, Market Planning, SEO, Google Adwords, Product Marketing, Digital Media
Education
Anoka Ramsey Community College
Business Administration
Hardware Resources August 2013 - Present
EveryCarListed.com and SuperMedia, LLC April 2009 - August 2013
Edward Jones May 2008 - April 2009
HVAC Agent, LLC February 2004 - October 2007
Satellite Industries, Inc June 1998 - January 2004
Miller Chevrolet 1997 - 1998
Sauer-Danfoss 1994 - 1997
Skills
Cold Calling, Consultative Selling, Strategic Communications, Sales Management, Advertising Sales, Customer Retention, SEM, B2B, Salesforce.com, Training, Selling, Coaching, New Business Development, Advertising, Sales Presentations, Sales Process, Lead Generation, Account Management, Sales, Marketing, Management, Direct Sales, Online Advertising, Social Networking, Sales Operations, Online Marketing, Email Marketing, Recruiting, Social Media Marketing, Promotions, Leadership, CRM, Selling Skills, Team Building, Strategy, Strategic Partnerships, Customer Acquisition, Entrepreneurship, Budgets, Product Development, Mobile Marketing, Direct Marketing, B2B Marketing, Digital Marketing, PPC, Market Planning, SEO, Google Adwords, Product Marketing, Digital Media
Education
Anoka Ramsey Community College
Business Administration
Leah Blunt Leah Blunt's Edward Jones Experience March 2011 - February 2012
Job Associate Director of Client Services
Industry Marketing and Advertising
Experience
Jackson White, P.C. September 2014 - Present
Rockford Corporation March 2014 - September 2014
Earth911, Inc. March 2013 - August 2013
Earth911.com February 2012 - August 2013
Earth911.com September 2011 - February 2012
Edward Jones March 2011 - February 2012
Design Benefit Plans August 2006 - March 2011
Desert Schools Federal Credit Union August 2005 - August 2006
Apache Junction High School August 2004 - May 2005
Skills
Writing, Strategic Partnerships, Newsletters, Google Analytics, Strategic Communications, DFP, Sustainability, Research, Brand Development, Customer Service, Strategic Planning, Editing, Project Management, Advertising, Social Media Marketing, Content Management, Digital Strategy, Sales, Community Outreach, Marketing Communications
Education
Arizona State University 2004 — 2009
BA, Journalism and Mass Communication; Public Relations and Strategic Media
Skillshare 2013 — 2013
Digital Communication and Media/Multimedia
Jackson White, P.C. September 2014 - Present
Rockford Corporation March 2014 - September 2014
Earth911, Inc. March 2013 - August 2013
Earth911.com February 2012 - August 2013
Earth911.com September 2011 - February 2012
Edward Jones March 2011 - February 2012
Design Benefit Plans August 2006 - March 2011
Desert Schools Federal Credit Union August 2005 - August 2006
Apache Junction High School August 2004 - May 2005
Skills
Writing, Strategic Partnerships, Newsletters, Google Analytics, Strategic Communications, DFP, Sustainability, Research, Brand Development, Customer Service, Strategic Planning, Editing, Project Management, Advertising, Social Media Marketing, Content Management, Digital Strategy, Sales, Community Outreach, Marketing Communications
Education
Arizona State University 2004 — 2009
BA, Journalism and Mass Communication; Public Relations and Strategic Media
Skillshare 2013 — 2013
Digital Communication and Media/Multimedia
Angeline M. Hart Angeline M. Hart's Edward Jones Experience July 2007 - October 2009
Job REALTOR®
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage, Southern California September 2014 - Present
Caliber Home Loans August 2013 - July 2014
Caliber Funding March 2013 - July 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Wells Fargo December 2010 - September 2012
Financial Designs, Ltd March 2010 - January 2012
Edward Jones July 2007 - October 2009
Bassett Furniture Direct March 2004 - July 2007
Verizon Wireless - AirTouch Cellular March 1993 - May 2002
Ethan Allen January 1990 - August 1992
Skills
Investments, Sales, Leadership, Retirement Planning, Microsoft Excel, Customer Service, Rapport Building, Banking, Loan Origination, Training, Time Management, Management, Finance, Marketing, Credit, Loans, Personal Development, Team Building, Budgets, Financial Advisory, Public Speaking, Mortgage Banking, Real Estate, Customer Satisfaction, Mortgage Lending
Education
Arizona State University
Business
Westwood High
Coldwell Banker Residential Brokerage, Southern California September 2014 - Present
Caliber Home Loans August 2013 - July 2014
Caliber Funding March 2013 - July 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Wells Fargo December 2010 - September 2012
Financial Designs, Ltd March 2010 - January 2012
Edward Jones July 2007 - October 2009
Bassett Furniture Direct March 2004 - July 2007
Verizon Wireless - AirTouch Cellular March 1993 - May 2002
Ethan Allen January 1990 - August 1992
Skills
Investments, Sales, Leadership, Retirement Planning, Microsoft Excel, Customer Service, Rapport Building, Banking, Loan Origination, Training, Time Management, Management, Finance, Marketing, Credit, Loans, Personal Development, Team Building, Budgets, Financial Advisory, Public Speaking, Mortgage Banking, Real Estate, Customer Satisfaction, Mortgage Lending
Education
Arizona State University
Business
Westwood High
Brooke Marmaro Brooke Marmaro's Edward Jones Experience July 2014 - Present
Job Recruiting Coordinator at Edward Jones
Industry Nonprofit Organization Management
Experience
Edward Jones July 2014 - Present
St. Jude Children's Research Hospital January 2014 - May 2014
American Red Cross June 2013 - December 2013
Stand Up Live April 2013 - June 2013
Children's Museum of Phoenix September 2012 - May 2013
Victoria Secret June 2012 - August 2012
Children's First Academy of Phoenix January 2012 - May 2012
Skills
Exceptionally Organized, Fast Learner, Enthusiastic..., Efficiency, Works Well in Groups, Works well individually, Community Outreach, Patience, Educational Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Hospitality, Training, Interviews, Volunteer Management, Volunteering, Volunteer Recruiting, Vocal, Event Planning, Fundraising, Program Development, Grants, Facebook, Public Speaking, Leadership, Customer Service
Education
Arizona State University 2012 — 2014
Non-Profit/Public/Organizational Management
Perry High 2008 — 2012
Edward Jones July 2014 - Present
St. Jude Children's Research Hospital January 2014 - May 2014
American Red Cross June 2013 - December 2013
Stand Up Live April 2013 - June 2013
Children's Museum of Phoenix September 2012 - May 2013
Victoria Secret June 2012 - August 2012
Children's First Academy of Phoenix January 2012 - May 2012
Skills
Exceptionally Organized, Fast Learner, Enthusiastic..., Efficiency, Works Well in Groups, Works well individually, Community Outreach, Patience, Educational Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Hospitality, Training, Interviews, Volunteer Management, Volunteering, Volunteer Recruiting, Vocal, Event Planning, Fundraising, Program Development, Grants, Facebook, Public Speaking, Leadership, Customer Service
Education
Arizona State University 2012 — 2014
Non-Profit/Public/Organizational Management
Perry High 2008 — 2012
Joseph Federico's Edward Jones Experience November 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
United States Air Force May 2011 - Present
Skills
Financial Freedom, Budgeting, Military, Personal Finance, Physical Security, Military Experience, Military Operations, Sales Presentations, Return on Investment, Combat Leadership, Stress Management, Investments, Distinguished Marksman, Advertising, Security Clearance, Firearms, Military Training, National Security, Organizational..., Operational Planning, Command structure, Department of Defense, Department of Justice, Military Intelligence, Hostile Environments, TASS, Stressful Situations, Entrepreneurship, Intelligence, Weapons, DoD, Finance, Budget Management, Operating Budgets, Investment Properties, Investment Banking, Investment Strategies, Retirement Planning, Retirement Savings, Stocks, Bonds, IRAs, Force Protection, 529 Plans, Financial Analysis, Financial Risk, Financial Markets
Education
American Military University
Master's Degree, Finance
Community College of the Air Force 2012 — 2014
Associate's Degree, Criminal Justice
Tactical Automated Security Systems School 2013 — 2013
Certified TASS Operator
Ron Climber School of Real Estate 2012 — 2012
Real Estate License
Security Forces Academy 2012 — 2012
FLETA Certified, Law Enforcement and Security
University of Central Florida 2006 — 2009
Bachelor's Degree, Finance
Valencia College 2004 — 2006
Associate's Degree, Business
Celebration High School 2000 — 2004
High School
Edward Jones November 2014 - Present
United States Air Force May 2011 - Present
Skills
Financial Freedom, Budgeting, Military, Personal Finance, Physical Security, Military Experience, Military Operations, Sales Presentations, Return on Investment, Combat Leadership, Stress Management, Investments, Distinguished Marksman, Advertising, Security Clearance, Firearms, Military Training, National Security, Organizational..., Operational Planning, Command structure, Department of Defense, Department of Justice, Military Intelligence, Hostile Environments, TASS, Stressful Situations, Entrepreneurship, Intelligence, Weapons, DoD, Finance, Budget Management, Operating Budgets, Investment Properties, Investment Banking, Investment Strategies, Retirement Planning, Retirement Savings, Stocks, Bonds, IRAs, Force Protection, 529 Plans, Financial Analysis, Financial Risk, Financial Markets
Education
American Military University
Master's Degree, Finance
Community College of the Air Force 2012 — 2014
Associate's Degree, Criminal Justice
Tactical Automated Security Systems School 2013 — 2013
Certified TASS Operator
Ron Climber School of Real Estate 2012 — 2012
Real Estate License
Security Forces Academy 2012 — 2012
FLETA Certified, Law Enforcement and Security
University of Central Florida 2006 — 2009
Bachelor's Degree, Finance
Valencia College 2004 — 2006
Associate's Degree, Business
Celebration High School 2000 — 2004
High School
Anthony Simuel's Edward Jones Experience December 2007 - August 2014
Job The Toeshe Group, LLC
Industry Real Estate
Experience
Business and Decision, North America August 2014 - Present
Simuel Studios July 2002 - Present
Edward Jones December 2007 - August 2014
Apex Systems Inc January 2008 - October 2009
Y-knot Party Inc. 1999 - 2009
Simuel Studios (formerly Image and Audio) 1995 - 2009
Airtoolz Software, Inc June 2007 - October 2007
Image and Audio May 1995 - October 2007
GTCO Calcomp, Inc August 2004 - June 2007
eInstruction Corp. 2004 - 2007
Skills
XML, Access, Multimedia, Product Management, CSS, Cloud Computing, Spring, HTML, Web Application Design, JavaScript, IIS, Requirements Analysis, Linux, Java, Software Development, Testing, Integration, Web Applications, SQL, Programming
Education
Arizona State University 1977 — 1983
Pontiac Northern High School
Business and Decision, North America August 2014 - Present
Simuel Studios July 2002 - Present
Edward Jones December 2007 - August 2014
Apex Systems Inc January 2008 - October 2009
Y-knot Party Inc. 1999 - 2009
Simuel Studios (formerly Image and Audio) 1995 - 2009
Airtoolz Software, Inc June 2007 - October 2007
Image and Audio May 1995 - October 2007
GTCO Calcomp, Inc August 2004 - June 2007
eInstruction Corp. 2004 - 2007
Skills
XML, Access, Multimedia, Product Management, CSS, Cloud Computing, Spring, HTML, Web Application Design, JavaScript, IIS, Requirements Analysis, Linux, Java, Software Development, Testing, Integration, Web Applications, SQL, Programming
Education
Arizona State University 1977 — 1983
Pontiac Northern High School
Sarah (Russell) Cronin's Edward Jones Experience July 2013 - February 2014
Job Administrative Assistant II at Eli Lilly and Company
Industry Primary/Secondary Education
Experience
Eli Lilly and Company March 2015 - July 2015
Eli Lilly and Company February 2014 - February 2015
Edward Jones July 2013 - February 2014
Language Training Center January 2013 - May 2013
Anderson University Health Services January 2011 - December 2012
Operation Foundation May 2010 - August 2012
Anderson University August 2009 - May 2010
Skills
Non-profits, Public Speaking, Event Planning, Microsoft Office, Teaching, Volunteer Management, Proposal Writing, Higher Education, Fundraising, Nonprofits, Leadership, Editing, Facebook, Program Development, Project Management, Office Administration, Human Resources, Database Administration, Community Outreach
Education
Anderson University 2009 — 2012
Bachelors, Education
Eli Lilly and Company March 2015 - July 2015
Eli Lilly and Company February 2014 - February 2015
Edward Jones July 2013 - February 2014
Language Training Center January 2013 - May 2013
Anderson University Health Services January 2011 - December 2012
Operation Foundation May 2010 - August 2012
Anderson University August 2009 - May 2010
Skills
Non-profits, Public Speaking, Event Planning, Microsoft Office, Teaching, Volunteer Management, Proposal Writing, Higher Education, Fundraising, Nonprofits, Leadership, Editing, Facebook, Program Development, Project Management, Office Administration, Human Resources, Database Administration, Community Outreach
Education
Anderson University 2009 — 2012
Bachelors, Education
Cindy Edgar, PHR, HCS Cindy Edgar, PHR, HCS's Edward Jones Experience 2003 - 2003
Job Educator and home manager
Industry Human Resources
Experience
Self Employed September 2012 - Present
Broomfield Council on the Arts and Humanities September 2013 - August 2014
Home Instead Senior Care August 2010 - September 2012
Flatiron Construction Corp. November 2008 - March 2010
Flatiron Construction October 2007 - January 2009
Flatiron Construction April 2004 - June 2007
at Various Companies December 2003 - April 2004
Edward Jones 2003 - 2003
Sun Microsystems 2000 - 2002
Kaiser Permanente 1992 - 1998
Skills
Proposal Writing, Vendor Relations, Documentation, Research, Training, Editing, Recruiting, Business Development, College Recruiting, Customer Service, Employee Engagement, Employee Training, Event Management, HR Policies, Interviews, Leadership, Leadership Development, Management, Marketing, Nonprofits, Onboarding, Policy, Press Releases, Program Management, Project Management, Software Documentation, Talent Management, Workforce Planning
Education
University of Phoenix 1997 — 1999
BS, Business Management
Arapahoe Community College 1989 — 1991
A.A.S, Medical Laboratory Technology
Self Employed September 2012 - Present
Broomfield Council on the Arts and Humanities September 2013 - August 2014
Home Instead Senior Care August 2010 - September 2012
Flatiron Construction Corp. November 2008 - March 2010
Flatiron Construction October 2007 - January 2009
Flatiron Construction April 2004 - June 2007
at Various Companies December 2003 - April 2004
Edward Jones 2003 - 2003
Sun Microsystems 2000 - 2002
Kaiser Permanente 1992 - 1998
Skills
Proposal Writing, Vendor Relations, Documentation, Research, Training, Editing, Recruiting, Business Development, College Recruiting, Customer Service, Employee Engagement, Employee Training, Event Management, HR Policies, Interviews, Leadership, Leadership Development, Management, Marketing, Nonprofits, Onboarding, Policy, Press Releases, Program Management, Project Management, Software Documentation, Talent Management, Workforce Planning
Education
University of Phoenix 1997 — 1999
BS, Business Management
Arapahoe Community College 1989 — 1991
A.A.S, Medical Laboratory Technology
David Hash David Hash's Edward Jones Experience June 2000 - February 2006
Job Program Support Specialist at Natural Resource Conservation Service
Industry Financial Services
Experience
Natural Resource Conservation Service August 2015 - Present
Aflac October 2013 - July 2015
USAA March 2006 - September 2013
Edward Jones June 2000 - February 2006
United States Air Force July 1980 - September 2000
Skills
Retirement Planning, Qualified Retirement..., Medicare, Military Experience, Investments, Mutual Funds, IRAs, Series 7, Wealth Management, Small Business, Financial Advisory, Long Term Care Insurance, Insurance, Fixed Annuities, Disability Insurance, Certified Financial..., Retirement, Life Insurance, Strategic Financial..., Finance, Financial Services, Banking, Employee Benefits, Financial Planning
Education
Angelo State University 1988 — 1992
BA, English
Natural Resource Conservation Service August 2015 - Present
Aflac October 2013 - July 2015
USAA March 2006 - September 2013
Edward Jones June 2000 - February 2006
United States Air Force July 1980 - September 2000
Skills
Retirement Planning, Qualified Retirement..., Medicare, Military Experience, Investments, Mutual Funds, IRAs, Series 7, Wealth Management, Small Business, Financial Advisory, Long Term Care Insurance, Insurance, Fixed Annuities, Disability Insurance, Certified Financial..., Retirement, Life Insurance, Strategic Financial..., Finance, Financial Services, Banking, Employee Benefits, Financial Planning
Education
Angelo State University 1988 — 1992
BA, English
Sandra Killen Sandra Killen's Edward Jones Experience October 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Arbonne International (Independent Consultant) July 2014 - January 2015
Wells Fargo Home Mortgage August 2010 - August 2013
Skills
Banking, Customer Service, Mortgage Lending, Consumer Lending, Loans, Credit, Leadership, Microsoft Office, Problem Solving, Relationship Building, Communication, Time Management, Social Listening, Follow-through Skills, Multi-task & Handle..., Interpersonal Skills, Professional..., Written Correspondence, Payment Systems, Account Management
Education
Appalachian State University
Bachelor of Applied Science (BASc), Commercial Design
Edward Jones October 2013 - Present
Arbonne International (Independent Consultant) July 2014 - January 2015
Wells Fargo Home Mortgage August 2010 - August 2013
Skills
Banking, Customer Service, Mortgage Lending, Consumer Lending, Loans, Credit, Leadership, Microsoft Office, Problem Solving, Relationship Building, Communication, Time Management, Social Listening, Follow-through Skills, Multi-task & Handle..., Interpersonal Skills, Professional..., Written Correspondence, Payment Systems, Account Management
Education
Appalachian State University
Bachelor of Applied Science (BASc), Commercial Design
Michelle Betancourt Michelle Betancourt's Edward Jones Experience August 2007 - June 2011
Job Financial Services at Actively Seeking New Opportunities
Industry Financial Services
Experience
Actively Seeking New Opportunities September 2015 - Present
Capital One January 2015 - Present
Raymond James May 2013 - January 2015
Vanguard July 2011 - April 2013
Edward Jones August 2007 - June 2011
AMC Theatres February 2005 - October 2010
Tempe Cinemas June 2001 - February 2005
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Cross-functional Team..., Microsoft Excel, Customer Service, Call Centers, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Investment Management
Education
Mesa Community College 2003 — 2005
Arizona State University
Bachelor's degree, Business Management
Actively Seeking New Opportunities September 2015 - Present
Capital One January 2015 - Present
Raymond James May 2013 - January 2015
Vanguard July 2011 - April 2013
Edward Jones August 2007 - June 2011
AMC Theatres February 2005 - October 2010
Tempe Cinemas June 2001 - February 2005
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Cross-functional Team..., Microsoft Excel, Customer Service, Call Centers, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Investment Management
Education
Mesa Community College 2003 — 2005
Arizona State University
Bachelor's degree, Business Management
Scott Morter Scott Morter's Edward Jones Experience April 1996 - October 1998
Job Professor of Finance at Cornerstone University
Industry Higher Education
Experience
Cornerstone University September 2004 - Present
Morter Investment Management LLC October 1998 - Present
Grand Valley State University January 2014 - Present
Cornerstone University May 2011 - May 2013
Calvin College September 1999 - April 2005
Edward Jones April 1996 - October 1998
FedEx September 1987 - May 1996
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Research, Strategic Planning, Nonprofits, Higher Education, Leadership, Adult Education, Student Affairs, Organizational..., Marketing, Leadership Development, Curriculum Development, Fundraising, Curriculum Design, Event Planning, Grant Writing, Staff Development, Coaching, Statistics, System Administration, Community Outreach, Training, University Teaching
Education
Anderson University 2006 — 2013
Doctor of Business Administration, (DBA ABD), Finance
Grand Valley State University 1992 — 1995
Master of Business Administration (MBA), Marketing
Cornerstone University 1979 — 1984
BRE, Education
Grand Blanc High School
Cornerstone University September 2004 - Present
Morter Investment Management LLC October 1998 - Present
Grand Valley State University January 2014 - Present
Cornerstone University May 2011 - May 2013
Calvin College September 1999 - April 2005
Edward Jones April 1996 - October 1998
FedEx September 1987 - May 1996
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Research, Strategic Planning, Nonprofits, Higher Education, Leadership, Adult Education, Student Affairs, Organizational..., Marketing, Leadership Development, Curriculum Development, Fundraising, Curriculum Design, Event Planning, Grant Writing, Staff Development, Coaching, Statistics, System Administration, Community Outreach, Training, University Teaching
Education
Anderson University 2006 — 2013
Doctor of Business Administration, (DBA ABD), Finance
Grand Valley State University 1992 — 1995
Master of Business Administration (MBA), Marketing
Cornerstone University 1979 — 1984
BRE, Education
Grand Blanc High School
Joshua Stear Joshua Stear's Edward Jones Experience April 2011 - September 2012
Job Private Financial Advisor at BB&T
Industry Financial Services
Experience
BB&T September 2012 - Present
Edward Jones April 2011 - September 2012
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Appalachian Bible College 1997 — 2001
Bachelor of Arts (B.A.), Bible/Biblical Studies
BB&T September 2012 - Present
Edward Jones April 2011 - September 2012
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Uniform Combined State..., Securities, IRAs, 401k, 401k Rollovers
Education
Appalachian Bible College 1997 — 2001
Bachelor of Arts (B.A.), Bible/Biblical Studies
LeAnne Jones-Boatright's Edward Jones Experience December 1999 - March 2004
Job Communication Officer
Industry Education Management
Experience
Denver Public Schools June 2012 - Present
Farmers Insurance November 2011 - May 2012
Wayne County E-911 March 2008 - October 2011
Edward Jones December 1999 - March 2004
Skills
Assisting people with..., Insurance, Employee Benefits, Customer Service, Outlook
Education
Arapahoe Community College 1989 — 1992
Associates Degree, Criminal Justice
Sheridan High School 1986 — 1990
H.S. Diploma, General Studies
Denver Public Schools June 2012 - Present
Farmers Insurance November 2011 - May 2012
Wayne County E-911 March 2008 - October 2011
Edward Jones December 1999 - March 2004
Skills
Assisting people with..., Insurance, Employee Benefits, Customer Service, Outlook
Education
Arapahoe Community College 1989 — 1992
Associates Degree, Criminal Justice
Sheridan High School 1986 — 1990
H.S. Diploma, General Studies
Mary Gagne's Edward Jones Experience October 2004 - August 2006
Job IT Project Manager at American Tower
Industry Commercial Real Estate
Experience
American Tower September 2014 - Present
American Tower May 2012 - Present
NAI Norwood Group July 2009 - June 2012
Thomas Properties Group July 2007 - July 2009
PREIT January 2007 - July 2007
Public Private Venture September 2006 - December 2006
Edward Jones October 2004 - August 2006
Souhegan Valley Chamber of Commerce 2004 - 2006
Merrill Lynch August 2003 - January 2004
American University 2000 - 2003
Skills
Strategic Planning, Project Management, Management, Budgets, Nonprofits, Event Planning, General Ledger, Accounting, CRM, Real Estate, Fundraising, Finance, Negotiation, Proposal Writing, Time Management, Networking, Financial Analysis, Community Outreach, Microsoft Excel, Customer Service
Education
La Salle University 2007 — 2008
Certificate, Non Profit Management
University of Pennsylvania 2007 — 2008
Certificate, Public Finance
American University 2000 — 2004
B.S, Business Management
Souhegan High School
University of New Hampshire-Manchester
American Tower September 2014 - Present
American Tower May 2012 - Present
NAI Norwood Group July 2009 - June 2012
Thomas Properties Group July 2007 - July 2009
PREIT January 2007 - July 2007
Public Private Venture September 2006 - December 2006
Edward Jones October 2004 - August 2006
Souhegan Valley Chamber of Commerce 2004 - 2006
Merrill Lynch August 2003 - January 2004
American University 2000 - 2003
Skills
Strategic Planning, Project Management, Management, Budgets, Nonprofits, Event Planning, General Ledger, Accounting, CRM, Real Estate, Fundraising, Finance, Negotiation, Proposal Writing, Time Management, Networking, Financial Analysis, Community Outreach, Microsoft Excel, Customer Service
Education
La Salle University 2007 — 2008
Certificate, Non Profit Management
University of Pennsylvania 2007 — 2008
Certificate, Public Finance
American University 2000 — 2004
B.S, Business Management
Souhegan High School
University of New Hampshire-Manchester
Shawn Lance Shawn Lance's Edward Jones Experience 2011 - 2012
Job English Teacher at Legacy Early College High School
Industry Primary/Secondary Education
Experience
Legacy Early College High School August 2012 - Present
Canyon Independent School District August 2008 - May 2012
Edward Jones 2011 - 2012
Luling Independent School District August 2007 - May 2008
Wimberley Veterinary Clinic June 2001 - February 2007
Skills
Teaching, Creative Problem Solving, Setting Priorities, Saving for Education, College Savings Plans, 401k Rollovers, Series 7, Roth IRA, Team-oriented, Variable Annuities, Retirement Planning, IRAs, Retirement, Retirement Savings, Mutual Funds, 401k, Wealth Management, Fixed Annuities, ETFs, Asset Allocation, Investment Strategies, Financial Advisory, Personal Financial..., Financial Goals, Long Term Care Insurance, Securities, Income Protection, Public Speaking, Microsoft Office, Customer Service, Microsoft Word
Education
Texas State University-San Marcos 1998 — 1999
Bachelor of Arts, English
Angelo State University 1995 — 1997
Legacy Early College High School August 2012 - Present
Canyon Independent School District August 2008 - May 2012
Edward Jones 2011 - 2012
Luling Independent School District August 2007 - May 2008
Wimberley Veterinary Clinic June 2001 - February 2007
Skills
Teaching, Creative Problem Solving, Setting Priorities, Saving for Education, College Savings Plans, 401k Rollovers, Series 7, Roth IRA, Team-oriented, Variable Annuities, Retirement Planning, IRAs, Retirement, Retirement Savings, Mutual Funds, 401k, Wealth Management, Fixed Annuities, ETFs, Asset Allocation, Investment Strategies, Financial Advisory, Personal Financial..., Financial Goals, Long Term Care Insurance, Securities, Income Protection, Public Speaking, Microsoft Office, Customer Service, Microsoft Word
Education
Texas State University-San Marcos 1998 — 1999
Bachelor of Arts, English
Angelo State University 1995 — 1997
Charles Wade Charles Wade's Edward Jones Experience March 2012 - August 2014
Job Patient Service Representative
Industry Hospital & Health Care
Experience
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Christopher Penrod Christopher Penrod's Edward Jones Experience April 2014 - Present
Job Director, FA Talent Acquisition Military at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2014 - Present
Wells Fargo Advisors May 2013 - April 2014
United States Air Force October 2012 - March 2013
NATO Air Training Command-Afghanistan September 2011 - September 2012
HQ Air Mobilty Command March 2010 - August 2011
USAF April 2008 - February 2010
USAF June 2006 - March 2008
usaf November 2004 - May 2006
usaf October 1989 - October 2004
Skills
Project Management, Change Management, Human Resources, Problem Solving, Organizational Design, Strategic Planning, Staff Management, Strategic Communications, Workforce Development, Process Improvement, Customer Service Systems, Leadership, Value Stream Mapping, Learning Organizations, Organizational..., Security Clearance, Readiness, Interagency Coordination, Organizational..., Air Force, Military, DoD, Six Sigma, Management, Security, Information Assurance, Military Operations, Force Protection, National Security, Personnel Management, Defense, Organizational..., Project Planning, Strategy, Military Experience, Government
Education
American Public University System 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.895
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Industrial Technology/Technician, 3.89
Communtiy College of the Air Force 1995 — 1999
Associate of Arts and Sciences (AAS), Airframe Mechanics and Aircraft Maintenance Technology/Technician, n/a
Edward Jones April 2014 - Present
Wells Fargo Advisors May 2013 - April 2014
United States Air Force October 2012 - March 2013
NATO Air Training Command-Afghanistan September 2011 - September 2012
HQ Air Mobilty Command March 2010 - August 2011
USAF April 2008 - February 2010
USAF June 2006 - March 2008
usaf November 2004 - May 2006
usaf October 1989 - October 2004
Skills
Project Management, Change Management, Human Resources, Problem Solving, Organizational Design, Strategic Planning, Staff Management, Strategic Communications, Workforce Development, Process Improvement, Customer Service Systems, Leadership, Value Stream Mapping, Learning Organizations, Organizational..., Security Clearance, Readiness, Interagency Coordination, Organizational..., Air Force, Military, DoD, Six Sigma, Management, Security, Information Assurance, Military Operations, Force Protection, National Security, Personnel Management, Defense, Organizational..., Project Planning, Strategy, Military Experience, Government
Education
American Public University System 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.895
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Industrial Technology/Technician, 3.89
Communtiy College of the Air Force 1995 — 1999
Associate of Arts and Sciences (AAS), Airframe Mechanics and Aircraft Maintenance Technology/Technician, n/a
Jason C. Marsh, MBA Jason C. Marsh, MBA's Edward Jones Experience September 2014 - Present
Job Team Leader Mutual Fund Trades at Edward Jones
Industry Banking
Experience
Edward Jones September 2014 - Present
Edward Jones May 2014 - September 2014
Bank of America May 2005 - September 2012
Bank of America August 2002 - May 2005
Skills
Consumer Lending, Small Business Lending, Loans, Retail Banking, Branch Management, Banking, Mortgage Lending, Credit, Commercial Banking, Lines Of Credit, Mortgage Banking, Loan Origination, Cross Selling, Team Building, Team Leadership, Communication, Onboarding, Leadership & Supervision, Customer Relationship..., Process Improvement, Cost Reduction..., Operational Excellence, Sales Performance, Account Management, Driven By Results, Professional Development, Compliance Auditing, Business Analytics, Leadership, Strategic Communications, Customer Experience, Problem Solving, Development Of Employees, Credit Cards, CRM, Deposits
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Arizona State University 1997 — 2002
Bachelor of Interdisciplinary Studies, Communication and Business
Edward Jones September 2014 - Present
Edward Jones May 2014 - September 2014
Bank of America May 2005 - September 2012
Bank of America August 2002 - May 2005
Skills
Consumer Lending, Small Business Lending, Loans, Retail Banking, Branch Management, Banking, Mortgage Lending, Credit, Commercial Banking, Lines Of Credit, Mortgage Banking, Loan Origination, Cross Selling, Team Building, Team Leadership, Communication, Onboarding, Leadership & Supervision, Customer Relationship..., Process Improvement, Cost Reduction..., Operational Excellence, Sales Performance, Account Management, Driven By Results, Professional Development, Compliance Auditing, Business Analytics, Leadership, Strategic Communications, Customer Experience, Problem Solving, Development Of Employees, Credit Cards, CRM, Deposits
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Arizona State University 1997 — 2002
Bachelor of Interdisciplinary Studies, Communication and Business
Autam (Arner) Urey's Edward Jones Experience August 2011 - Present
Job Senior Development Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Edward Jones June 2008 - August 2011
Engle Homes December 2006 - June 2008
Progressive Direct February 2005 - December 2006
Skills
Leadership Development, Leadership, Training, Coaching, Team Building, Program Management, Management, Public Speaking, Business Strategy, Customer Service, Strategy, Business Development, Microsoft Excel, Microsoft Office, Sales, Selling, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA), Leadership emphasis
Arizona State University 2002 — 2006
Bachelor of Arts (B.A.), BA in Psychology and Minor in Business
Edward Jones August 2011 - Present
Edward Jones June 2008 - August 2011
Engle Homes December 2006 - June 2008
Progressive Direct February 2005 - December 2006
Skills
Leadership Development, Leadership, Training, Coaching, Team Building, Program Management, Management, Public Speaking, Business Strategy, Customer Service, Strategy, Business Development, Microsoft Excel, Microsoft Office, Sales, Selling, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA), Leadership emphasis
Arizona State University 2002 — 2006
Bachelor of Arts (B.A.), BA in Psychology and Minor in Business
Justin Mulholland, MBA Justin Mulholland, MBA's Edward Jones Experience November 2010 - November 2012
Job CoFounder and Investment Advisor
Industry Financial Services
Experience
University Benefits March 2013 - Present
Edward Jones November 2010 - November 2012
Ecointegrated, Inc June 2008 - November 2010
Mulholland Brewing Company January 2007 - June 2008
Lincoln Financial Advisors July 2005 - January 2007
United States Air Force October 1996 - May 2004
Skills
Entrepreneurship, Start-ups, Small Business, Training, Management
Education
Post University 2008 — 2010
Masters degree, Business Administration
American Public University System 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
The Ohio State University 1994 — 1996
University Benefits March 2013 - Present
Edward Jones November 2010 - November 2012
Ecointegrated, Inc June 2008 - November 2010
Mulholland Brewing Company January 2007 - June 2008
Lincoln Financial Advisors July 2005 - January 2007
United States Air Force October 1996 - May 2004
Skills
Entrepreneurship, Start-ups, Small Business, Training, Management
Education
Post University 2008 — 2010
Masters degree, Business Administration
American Public University System 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
The Ohio State University 1994 — 1996
H. Ralph Perez H. Ralph Perez's Edward Jones Experience September 1998 - June 2004
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc June 2004 - Present
Edward Jones September 1998 - June 2004
Skills
Asset Managment, Retirement Planning, Strategic Financial..., Securities, Investments
Education
Brigham Young University 1979 — 1980
Business
Antelope Valley College 1975 — 1979
General and Business
Raymond James Financial Services Inc June 2004 - Present
Edward Jones September 1998 - June 2004
Skills
Asset Managment, Retirement Planning, Strategic Financial..., Securities, Investments
Education
Brigham Young University 1979 — 1980
Business
Antelope Valley College 1975 — 1979
General and Business
Todd Campfield Todd Campfield's Edward Jones Experience October 2013 - August 2014
Job Partner Relations Manager at Credit Union Appraisal Services
Industry Financial Services
Experience
CU Appraisal Services August 2014 - Present
Edward Jones October 2013 - August 2014
Wells Fargo Home Mortgage February 2013 - October 2013
PrimeLending January 2012 - March 2013
Huntington National Bank May 2009 - March 2012
Community National Bank/Emery Financial Services May 2007 - May 2009
Entrust Federal Credit Union November 2005 - July 2007
Gateway Hyundai January 2004 - November 2005
PRIMUS Financial Services a division of Ford Credit January 2000 - January 2004
Skills
Mortgage Lending, Credit, Loans, Refinance, Credit Analysis, Banking, Finance, Credit Risk, Loan Origination, Mortgage Banking, FHA, Automotive, FHA financing, Mortgage Underwriting, Residential Mortgages, Financial Risk, Commercial Lending, Consumer Lending, Financial Analysis, Construction Loans, VA loans, Sales, Pricing, Human Resources, USDA, Risk Management, Team Building, Home Equity Loans, Home Equity Lines of..., Financial Advisory, Retirement Planning, Underwriting, Customer Service, Management, Strategic Planning, Portfolio Management, Real Estate, Leadership
Education
California State University-Northridge 1991 — 1994
Bachelors, Finance
Antelope Valley College 1989 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CU Appraisal Services August 2014 - Present
Edward Jones October 2013 - August 2014
Wells Fargo Home Mortgage February 2013 - October 2013
PrimeLending January 2012 - March 2013
Huntington National Bank May 2009 - March 2012
Community National Bank/Emery Financial Services May 2007 - May 2009
Entrust Federal Credit Union November 2005 - July 2007
Gateway Hyundai January 2004 - November 2005
PRIMUS Financial Services a division of Ford Credit January 2000 - January 2004
Skills
Mortgage Lending, Credit, Loans, Refinance, Credit Analysis, Banking, Finance, Credit Risk, Loan Origination, Mortgage Banking, FHA, Automotive, FHA financing, Mortgage Underwriting, Residential Mortgages, Financial Risk, Commercial Lending, Consumer Lending, Financial Analysis, Construction Loans, VA loans, Sales, Pricing, Human Resources, USDA, Risk Management, Team Building, Home Equity Loans, Home Equity Lines of..., Financial Advisory, Retirement Planning, Underwriting, Customer Service, Management, Strategic Planning, Portfolio Management, Real Estate, Leadership
Education
California State University-Northridge 1991 — 1994
Bachelors, Finance
Antelope Valley College 1989 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Brett Brooks's Edward Jones Experience April 2006 - August 2010
Job Retail Investment Specialist Team Leader at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank August 2010 - Present
Edward Jones April 2006 - August 2010
WBDT 2004 - 2005
WZDX 2002 - 2004
Time Warner Cable Media Sales 2001 - 2002
WTTV 1999 - 2001
WTTV 1997 - 1999
WXIN 1988 - 1997
Skills
Marketing, Public Speaking, Budgets, Sales, Marketing Strategy, Advertising, Microsoft Office, Account Management, Marketing Communications, Customer Service, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word
Education
Anderson University 1984 — 1988
Bachelor of Science (BS), Mass Communication/Media Studies
Huntington National Bank August 2010 - Present
Edward Jones April 2006 - August 2010
WBDT 2004 - 2005
WZDX 2002 - 2004
Time Warner Cable Media Sales 2001 - 2002
WTTV 1999 - 2001
WTTV 1997 - 1999
WXIN 1988 - 1997
Skills
Marketing, Public Speaking, Budgets, Sales, Marketing Strategy, Advertising, Microsoft Office, Account Management, Marketing Communications, Customer Service, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word
Education
Anderson University 1984 — 1988
Bachelor of Science (BS), Mass Communication/Media Studies
Lauren Puglisi Lauren Puglisi's Edward Jones Experience February 2011 - Present
Job Support Analyst (IT) | Geologist | Engineer
Industry Information Technology and Services
Experience
Edward Jones February 2011 - Present
Arizona State University October 2010 - February 2011
NASA May 2010 - June 2010
Arizona State University August 2008 - May 2010
Arizona State University May 2009 - August 2009
NY Design Build 2007 - 2009
Arizona State University 2007 - 2007
National Vision, Inc. 2006 - 2007
Skills
Data Analysis, Customer Service, Community Outreach, Windows, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Macintosh Applications, Customer Support, Customer Service..., Phone Etiquette, Information Technology, Astronomy, Leadership, Technical Writing, Engineering Geology, Academic Tutoring, Computer Proficiency, Analysis, Windows XP, Time Management, Technical Support, PowerPoint, Windows Vista, Data Entry, Computer Hardware, Training, Management, Troubleshooting, Hardware, Critical Thinking, Dragon Naturally..., Geological Mapping, Matlab, Research, Teaching, Science, Public Speaking
Education
Arizona State University 2005 — 2010
Bachelor's Degree, Geological and Earth Sciences/Geosciences/Engineering
Edward Jones February 2011 - Present
Arizona State University October 2010 - February 2011
NASA May 2010 - June 2010
Arizona State University August 2008 - May 2010
Arizona State University May 2009 - August 2009
NY Design Build 2007 - 2009
Arizona State University 2007 - 2007
National Vision, Inc. 2006 - 2007
Skills
Data Analysis, Customer Service, Community Outreach, Windows, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Macintosh Applications, Customer Support, Customer Service..., Phone Etiquette, Information Technology, Astronomy, Leadership, Technical Writing, Engineering Geology, Academic Tutoring, Computer Proficiency, Analysis, Windows XP, Time Management, Technical Support, PowerPoint, Windows Vista, Data Entry, Computer Hardware, Training, Management, Troubleshooting, Hardware, Critical Thinking, Dragon Naturally..., Geological Mapping, Matlab, Research, Teaching, Science, Public Speaking
Education
Arizona State University 2005 — 2010
Bachelor's Degree, Geological and Earth Sciences/Geosciences/Engineering
Caroline Gonzalez's Edward Jones Experience July 2014 - 2015
Job Engaging Retirement Plan Professional
Industry Financial Services
Experience
Matrix Financial Solutions - A Broadridge Company July 2015 - Present
Edward Jones July 2014 - 2015
Vanguard November 2004 - May 2014
JPMorgan Chase May 2003 - October 2004
COUNTRY Financial® May 2001 - May 2002
Skills
Retirement, 401k, Relationship Management, ERISA, Financial Reporting, Series 7, Mutual Funds, Pensions, Financial Services, Defined Contribution, Securities, Series 63, Asset Allocation, Series 6, Investments, IRAs, Insurance, FINRA, Finance
Education
Arizona State University 1999 — 2001
Bachelor's degree, Marketing
Matrix Financial Solutions - A Broadridge Company July 2015 - Present
Edward Jones July 2014 - 2015
Vanguard November 2004 - May 2014
JPMorgan Chase May 2003 - October 2004
COUNTRY Financial® May 2001 - May 2002
Skills
Retirement, 401k, Relationship Management, ERISA, Financial Reporting, Series 7, Mutual Funds, Pensions, Financial Services, Defined Contribution, Securities, Series 63, Asset Allocation, Series 6, Investments, IRAs, Insurance, FINRA, Finance
Education
Arizona State University 1999 — 2001
Bachelor's degree, Marketing
Stan Pflueger Stan Pflueger's Edward Jones Experience May 2013 - November 2013
Job Business Intelligence Analyst at Avella Specialty Pharmacy
Industry Pharmaceuticals
Experience
Avella Specialty Pharmacy October 2014 - Present
Arizona State University, W.P. Carey School of Business August 2012 - May 2014
Edward Jones May 2013 - November 2013
Allen County Community Corrections April 2011 - July 2012
Blue Jacket, Inc. April 2009 - July 2012
ITT Technical Institute June 2007 - June 2012
Allen County Community Corrections November 2005 - March 2011
Allen County Police Department 1995 - 2001
Allen Superior Court - Family Relations Division 1986 - 1994
Skills
Cross-functional Team..., Project Management, Staff Development, Program Development, Public Speaking, Analytical Skills, Social Entrepreneurship, Public Relations, Mentoring Of Staff, Strategic Planning, Higher Education, Leadership Development, Community Outreach, Policy Analysis, Non-profits, Grant Writing, Teaching, Volunteer Management, Public Policy, Government, Event Planning, Fundraising, Social Media, Organizational..., Curriculum Design, Coaching, Conflict Resolution, Program Management, Nonprofits, Team Building, Management, Training, Process Improvement, Community Development, Policy, Data Analysis, Grants, Strategy, Analysis, Press Releases, Entrepreneurship, Marketing Communications, Change Management, Editing, Social Networking, Proposal Writing, Leadership, Marketing Strategy, Human Resources, Resume Writing
Education
Arizona State University 2012 — 2014
MBA, Strategic Marketing and Services Leadership
Indiana University Bloomington 1981 — 1985
Bachellor of Arts, Criminal Justice and Economics
Heritage High School 1977 — 1981
High School Diploma, Social Sciences, Mathematics, English, and Physical Science
Avella Specialty Pharmacy October 2014 - Present
Arizona State University, W.P. Carey School of Business August 2012 - May 2014
Edward Jones May 2013 - November 2013
Allen County Community Corrections April 2011 - July 2012
Blue Jacket, Inc. April 2009 - July 2012
ITT Technical Institute June 2007 - June 2012
Allen County Community Corrections November 2005 - March 2011
Allen County Police Department 1995 - 2001
Allen Superior Court - Family Relations Division 1986 - 1994
Skills
Cross-functional Team..., Project Management, Staff Development, Program Development, Public Speaking, Analytical Skills, Social Entrepreneurship, Public Relations, Mentoring Of Staff, Strategic Planning, Higher Education, Leadership Development, Community Outreach, Policy Analysis, Non-profits, Grant Writing, Teaching, Volunteer Management, Public Policy, Government, Event Planning, Fundraising, Social Media, Organizational..., Curriculum Design, Coaching, Conflict Resolution, Program Management, Nonprofits, Team Building, Management, Training, Process Improvement, Community Development, Policy, Data Analysis, Grants, Strategy, Analysis, Press Releases, Entrepreneurship, Marketing Communications, Change Management, Editing, Social Networking, Proposal Writing, Leadership, Marketing Strategy, Human Resources, Resume Writing
Education
Arizona State University 2012 — 2014
MBA, Strategic Marketing and Services Leadership
Indiana University Bloomington 1981 — 1985
Bachellor of Arts, Criminal Justice and Economics
Heritage High School 1977 — 1981
High School Diploma, Social Sciences, Mathematics, English, and Physical Science
David Dunn, PMP, SSBB David Dunn, PMP, SSBB's Edward Jones Experience 2002 - 2004
Job Project Manager Contractor at Systems Made Simple
Industry Information Technology and Services
Experience
Systems Made Simple April 2014 - Present
Gemalto 2012 - November 2013
Siemens Mobility 2010 - 2012
Dell 2006 - 2009
Dell 2004 - 2006
Edward Jones 2002 - 2004
Divine Interventures 2000 - 2002
PSC Group, LLC 1999 - 2000
Azilan Solutions 1996 - 1998
Electrospace 1994 - 1996
Skills
Team Building, Project Engineering, Cross-functional Team..., Integration, MS Project, Requirements Analysis, Business Process..., Process Improvement, Project Management, SDLC, Team Leadership, Software Project..., Data Analysis, CRM, Change Management, Budgets, Telecommunications, Software Development, Project Planning, Management, Vendor Management, PMP, Business Process, Testing, ITIL, Quality Assurance, Product Management, Program Management, Six Sigma, Leadership, Analysis, Pre-sales, Databases, Service Delivery
Education
Angelo State University 1988 — 1992
B.S.
University of North Texas
Systems Made Simple April 2014 - Present
Gemalto 2012 - November 2013
Siemens Mobility 2010 - 2012
Dell 2006 - 2009
Dell 2004 - 2006
Edward Jones 2002 - 2004
Divine Interventures 2000 - 2002
PSC Group, LLC 1999 - 2000
Azilan Solutions 1996 - 1998
Electrospace 1994 - 1996
Skills
Team Building, Project Engineering, Cross-functional Team..., Integration, MS Project, Requirements Analysis, Business Process..., Process Improvement, Project Management, SDLC, Team Leadership, Software Project..., Data Analysis, CRM, Change Management, Budgets, Telecommunications, Software Development, Project Planning, Management, Vendor Management, PMP, Business Process, Testing, ITIL, Quality Assurance, Product Management, Program Management, Six Sigma, Leadership, Analysis, Pre-sales, Databases, Service Delivery
Education
Angelo State University 1988 — 1992
B.S.
University of North Texas
Adele W Waring Adele W Waring's Edward Jones Experience January 2009 - Present
Job Program Analyst, Disaster Recovery Program/HNTB / Sandersen Knox & Co, LLP
Industry Real Estate
Experience
Sandersen Knox & Co, LLP March 2011 - Present
Edward Jones January 2009 - Present
Wunderl, Inc. June 1980 - Present
HESCO December 2003 - September 2005
Education
Angelo State University 1966 — 1971
BBA, business/accounting
Sandersen Knox & Co, LLP March 2011 - Present
Edward Jones January 2009 - Present
Wunderl, Inc. June 1980 - Present
HESCO December 2003 - September 2005
Education
Angelo State University 1966 — 1971
BBA, business/accounting
De'Onna Morris De'Onna Morris's Edward Jones Experience June 2012 - August 2012
Job Coordinator Commercial Operations at IFC
Industry Entertainment
Experience
AMC Networks May 2015 - Present
Amazon August 2014 - February 2015
Film Life, Inc., (American Black Film Festival) June 2014 - June 2014
Smithsonian Channel October 2013 - December 2013
Edward Jones June 2012 - August 2012
Robert Wood Johnson Center for Fitness and Wellness June 2012 - August 2012
DC Film Alliance October 2011 - May 2012
Estee Lauder Group of Companies May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Social Media, Public Speaking, Facebook, Teaching, Microsoft Excel, Microsoft Word, Marketing, Sales, Google Analytics, Twitter, Pinterest, Instagram, Nielsen Data, Customer Service
Education
American University 2010 — 2014
Bachelor's Degree, Business Administration Marketing and Communications
AMC Networks May 2015 - Present
Amazon August 2014 - February 2015
Film Life, Inc., (American Black Film Festival) June 2014 - June 2014
Smithsonian Channel October 2013 - December 2013
Edward Jones June 2012 - August 2012
Robert Wood Johnson Center for Fitness and Wellness June 2012 - August 2012
DC Film Alliance October 2011 - May 2012
Estee Lauder Group of Companies May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Social Media, Public Speaking, Facebook, Teaching, Microsoft Excel, Microsoft Word, Marketing, Sales, Google Analytics, Twitter, Pinterest, Instagram, Nielsen Data, Customer Service
Education
American University 2010 — 2014
Bachelor's Degree, Business Administration Marketing and Communications
Jerid Bethke Jerid Bethke's Edward Jones Experience September 2015 - Present
Job Edward Jones, Financial Advisor
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Fidelity Investments June 2012 - September 2015
Fidelity Investments September 2007 - June 2012
ABC Industrial, LLC 2000 - 2004
Education
Antioch New England Graduate School, Antioch University 2010 — 2012
MBA, Business
Idaho State University 2004 — 2007
Bachelor of Science (BS), Psychology
Edward Jones September 2015 - Present
Fidelity Investments June 2012 - September 2015
Fidelity Investments September 2007 - June 2012
ABC Industrial, LLC 2000 - 2004
Education
Antioch New England Graduate School, Antioch University 2010 — 2012
MBA, Business
Idaho State University 2004 — 2007
Bachelor of Science (BS), Psychology
Charles Hoskins Charles Hoskins's Edward Jones Experience August 2013 - July 2015
Job Assembly Technician for Natural Gas Fuel Systems
Industry Mechanical or Industrial Engineering
Experience
Agility Fuel Systems July 2015 - Present
Edward Jones August 2013 - July 2015
AT&T Mobility December 2007 - February 2013
Skills
Wireless, Direct Sales, Customer Retention, Solution Selling, Cold Calling, Sales Operations, Sales Process, Customer Satisfaction, Sales, Account Management, Telecommunications, Customer Experience, Sales Management, Selling
Education
Appalachian State University 2002 — 2006
Bachelor of Science (BS), Industrial Technology/Technician
Agility Fuel Systems July 2015 - Present
Edward Jones August 2013 - July 2015
AT&T Mobility December 2007 - February 2013
Skills
Wireless, Direct Sales, Customer Retention, Solution Selling, Cold Calling, Sales Operations, Sales Process, Customer Satisfaction, Sales, Account Management, Telecommunications, Customer Experience, Sales Management, Selling
Education
Appalachian State University 2002 — 2006
Bachelor of Science (BS), Industrial Technology/Technician
Lana Leonard Lana Leonard's Edward Jones Experience 2008 - Present
Job Branch Office Administrator at Edward Jones
Industry Photography
Experience
Lana Leonard Photography 2012 - Present
Edward Jones 2008 - Present
Skills
Graphic Design, Photoshop, Photography, Microsoft Office, Microsoft Word, Advertising, Public Relations, Sales, Social Media, Event Planning, Email Marketing, Public Speaking, Customer Service, Team Building, Social Media Marketing, Project Management, Marketing, Retail, Strategic Planning, Inventory Management, Social Networking, New Business Development, Leadership, Salesforce.com, Marketing Strategy, Event Management, Microsoft Excel, Access, Marketing Communications, Small Business, Newsletters, Account Management, Online Advertising, Editing, Training
Education
Appalachian State University
North Forsyth High School
Lana Leonard Photography 2012 - Present
Edward Jones 2008 - Present
Skills
Graphic Design, Photoshop, Photography, Microsoft Office, Microsoft Word, Advertising, Public Relations, Sales, Social Media, Event Planning, Email Marketing, Public Speaking, Customer Service, Team Building, Social Media Marketing, Project Management, Marketing, Retail, Strategic Planning, Inventory Management, Social Networking, New Business Development, Leadership, Salesforce.com, Marketing Strategy, Event Management, Microsoft Excel, Access, Marketing Communications, Small Business, Newsletters, Account Management, Online Advertising, Editing, Training
Education
Appalachian State University
North Forsyth High School
Patricia Peery Patricia Peery's Edward Jones Experience 2008 - 2011
Job Office Administration
Industry Financial Services
Experience
Edward Jones 2008 - 2011
State Farm Insurance 2004 - 2005
Skills
Marketing, Lead Generation, Managing Database, Cost Basis Calculation, Colorado Property and..., Customer Service, Colorado Life, Accident...
Education
Arapahoe Community College
Edward Jones 2008 - 2011
State Farm Insurance 2004 - 2005
Skills
Marketing, Lead Generation, Managing Database, Cost Basis Calculation, Colorado Property and..., Customer Service, Colorado Life, Accident...
Education
Arapahoe Community College
Delwyn Shrock's Edward Jones Experience June 2012 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
First State Bank July 2006 - June 2012
Gordon Food Service 2004 - 2006
Skills
Process Improvement, Team Building, Strategic Planning, Team Leadership, Small Business Lending, Accounting, Credit, Banking, Mortgage Lending, Financial Analysis, Customer Service, Commercial Lending, Operations Management, Risk Management, Strategic Financial..., Portfolio Management
Education
Anderson University 2002 — 2004
MBA, Business Administration
Taylor University 1996 — 1999
BS, Business Systems
Edward Jones June 2012 - Present
First State Bank July 2006 - June 2012
Gordon Food Service 2004 - 2006
Skills
Process Improvement, Team Building, Strategic Planning, Team Leadership, Small Business Lending, Accounting, Credit, Banking, Mortgage Lending, Financial Analysis, Customer Service, Commercial Lending, Operations Management, Risk Management, Strategic Financial..., Portfolio Management
Education
Anderson University 2002 — 2004
MBA, Business Administration
Taylor University 1996 — 1999
BS, Business Systems
Jeffrey Stark Jeffrey Stark's Edward Jones Experience November 2009 - Present
Job Field Supervision Director
Industry Financial Services
Experience
Edward Jones November 2009 - Present
The Meridian Group June 2009 - November 2009
Lumière Place October 2007 - June 2009
Harrah's June 2006 - October 2007
Limelight Card Room July 2004 - June 2006
U.S. Coast Guard June 1998 - June 1999
Skills
Leadership, Public Speaking, Team Building, Training, Event Management, Project Management, Management, Marketing, Staff Development, Fundraising, Social Networking, Policy, Strategy, Research, Public Relations, Employee Relations, Negotiation, Human Resources, Customer Satisfaction, Insurance, Time Management, Data Analysis, Accounting, Process Improvement, Small Business, Risk Management, Business Planning, Contract Negotiation, Access, Community Outreach, Management Consulting, Business Development, Social Media Marketing, Project Planning, Marketing Strategy
Education
Southern Illinois University, Edwardsville 2001 — 2004
B.A.
American River College 2000 — 2001
Associate of Arts
Clayton Valley High School 1995 — 1998
High School Diploma
Pittsburg High School 1994 — 1995
Edward Jones November 2009 - Present
The Meridian Group June 2009 - November 2009
Lumière Place October 2007 - June 2009
Harrah's June 2006 - October 2007
Limelight Card Room July 2004 - June 2006
U.S. Coast Guard June 1998 - June 1999
Skills
Leadership, Public Speaking, Team Building, Training, Event Management, Project Management, Management, Marketing, Staff Development, Fundraising, Social Networking, Policy, Strategy, Research, Public Relations, Employee Relations, Negotiation, Human Resources, Customer Satisfaction, Insurance, Time Management, Data Analysis, Accounting, Process Improvement, Small Business, Risk Management, Business Planning, Contract Negotiation, Access, Community Outreach, Management Consulting, Business Development, Social Media Marketing, Project Planning, Marketing Strategy
Education
Southern Illinois University, Edwardsville 2001 — 2004
B.A.
American River College 2000 — 2001
Associate of Arts
Clayton Valley High School 1995 — 1998
High School Diploma
Pittsburg High School 1994 — 1995
Lauren Farden Lauren Farden's Edward Jones Experience 2007 - Present
Job Merchandise Coordinator
Industry International Affairs
Experience
TJ Maxx April 2013 - Present
Edward Jones 2007 - Present
Duluth Union Depot October 2012 - November 2013
TJ Maxx July 2008 - April 2013
International Student Volunteers September 2010 - May 2011
North Shore Scenic Railroad May 2004 - July 2010
International Student Volunteers May 2010 - June 2010
Republican National Committee January 2010 - April 2010
Hartley Nature Center May 2004 - September 2007
Skills
Spanish, Political Affairs, Political Analysis, International Relations, World History, American History, Customer Relations, Teamwork, Team Building, Volunteer Coordination, Creative Problem Solving, Detail Orientation, Analytical Approach, Analytical Writing, Flexible Working, Organizing, Self-confidence, Self-driven, Public Speaking, Creative Writing, Computer Literate, Research, Blogging, Social Media, Writing, PowerPoint, Microsoft Office, Event Planning, Volunteer Management, Loss Prevention, Fundraising, Editing, Time Management, Facebook
Education
University of Minnesota-Duluth 2007 — 2011
International Studies, History
American University 2010 — 2010
Washington Semester Program, Foreign Relations
Centro de Idiomas Intercultura, Costa Rica 2010 — 2010
Segunda Lengua, Spanish
TJ Maxx April 2013 - Present
Edward Jones 2007 - Present
Duluth Union Depot October 2012 - November 2013
TJ Maxx July 2008 - April 2013
International Student Volunteers September 2010 - May 2011
North Shore Scenic Railroad May 2004 - July 2010
International Student Volunteers May 2010 - June 2010
Republican National Committee January 2010 - April 2010
Hartley Nature Center May 2004 - September 2007
Skills
Spanish, Political Affairs, Political Analysis, International Relations, World History, American History, Customer Relations, Teamwork, Team Building, Volunteer Coordination, Creative Problem Solving, Detail Orientation, Analytical Approach, Analytical Writing, Flexible Working, Organizing, Self-confidence, Self-driven, Public Speaking, Creative Writing, Computer Literate, Research, Blogging, Social Media, Writing, PowerPoint, Microsoft Office, Event Planning, Volunteer Management, Loss Prevention, Fundraising, Editing, Time Management, Facebook
Education
University of Minnesota-Duluth 2007 — 2011
International Studies, History
American University 2010 — 2010
Washington Semester Program, Foreign Relations
Centro de Idiomas Intercultura, Costa Rica 2010 — 2010
Segunda Lengua, Spanish
Adam Krieger's Edward Jones Experience January 2014 - Present
Job AssistantBanking Products and Services at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Wells Fargo Advisors August 2013 - January 2014
Bonhams & Butterfields March 2013 - August 2013
Organization for Security and Co-operation in Europe January 2010 - February 2013
EastWest Institute August 2011 - April 2012
San Francisco Department of Elections August 2010 - November 2010
Texas Attorney General February 2010 - August 2010
Organization for Security and Co-operation in Europe (OSCE) January 2010 - February 2010
Travis County September 2008 - November 2008
University of Texas at Austin June 2007 - August 2008
Skills
Foreign Policy, International Relations, Politics, Public Policy, Russian, Community Outreach, Policy Analysis, Government, Political Science
Education
The University of Texas at Austin 2004 — 2008
M.A., Slavic and Eurasian Studies
Arizona State University 2006 — 2006
N/A, Serbo-Croatian
Middlebury College 2005 — 2005
N/A, Russian
University of Illinois at Urbana-Champaign 2000 — 2003
B.A., History/Russian
Edward Jones January 2014 - Present
Wells Fargo Advisors August 2013 - January 2014
Bonhams & Butterfields March 2013 - August 2013
Organization for Security and Co-operation in Europe January 2010 - February 2013
EastWest Institute August 2011 - April 2012
San Francisco Department of Elections August 2010 - November 2010
Texas Attorney General February 2010 - August 2010
Organization for Security and Co-operation in Europe (OSCE) January 2010 - February 2010
Travis County September 2008 - November 2008
University of Texas at Austin June 2007 - August 2008
Skills
Foreign Policy, International Relations, Politics, Public Policy, Russian, Community Outreach, Policy Analysis, Government, Political Science
Education
The University of Texas at Austin 2004 — 2008
M.A., Slavic and Eurasian Studies
Arizona State University 2006 — 2006
N/A, Serbo-Croatian
Middlebury College 2005 — 2005
N/A, Russian
University of Illinois at Urbana-Champaign 2000 — 2003
B.A., History/Russian
Randolph Nordby, CFA Randolph Nordby, CFA's Edward Jones Experience January 2000 - May 2002
Job Internal Wholesaler at Calvert Investments
Industry Investment Management
Experience
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Willie C. Randall Willie C. Randall's Edward Jones Experience January 1997 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones January 1997 - Present
Virginia State University June 2012 - Present
Northampton County Government January 2010 - December 2013
US Army August 1976 - September 1996
Skills
Retirement, Estate Planning, Wealth Management, Strategic Financial..., Mutual Funds, Fixed Annuities, Series 7, Financial Advisory, 401k Rollovers, Finance, Risk Management, Employee Benefits, Investment Advisory, Insurance, Equities, Investments, Asset Allocation, IRAs, Investment Strategies, Securities, Series 63, Disability Insurance, Portfolio Management, Credit, ETFs, Relationship Management, Trading, Alternative Investments, Wealth, Mortgage Lending, Loans, Uniform Combined State..., Long-term Care, 401k, Bonds, Personal Finance, Life Insurance, Financial Analysis, Financial Services, Asset Management, Fixed Income, Small Business, Financial Planners, Long Term Care Insurance, Roth IRA, Term Life Insurance, Financial Markets, College Savings Plans, Retirement Planning
Education
American InterContinental University 2003 — 2006
Master of Business Administration (MBA), International Business
Webster University 1978 — 1979
Master of Arts (M.A.), Public Administration
Virginia State University 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Edward Jones January 1997 - Present
Virginia State University June 2012 - Present
Northampton County Government January 2010 - December 2013
US Army August 1976 - September 1996
Skills
Retirement, Estate Planning, Wealth Management, Strategic Financial..., Mutual Funds, Fixed Annuities, Series 7, Financial Advisory, 401k Rollovers, Finance, Risk Management, Employee Benefits, Investment Advisory, Insurance, Equities, Investments, Asset Allocation, IRAs, Investment Strategies, Securities, Series 63, Disability Insurance, Portfolio Management, Credit, ETFs, Relationship Management, Trading, Alternative Investments, Wealth, Mortgage Lending, Loans, Uniform Combined State..., Long-term Care, 401k, Bonds, Personal Finance, Life Insurance, Financial Analysis, Financial Services, Asset Management, Fixed Income, Small Business, Financial Planners, Long Term Care Insurance, Roth IRA, Term Life Insurance, Financial Markets, College Savings Plans, Retirement Planning
Education
American InterContinental University 2003 — 2006
Master of Business Administration (MBA), International Business
Webster University 1978 — 1979
Master of Arts (M.A.), Public Administration
Virginia State University 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Ram Babu Murala Ram Babu Murala's Edward Jones Experience April 2015 - Present
Job Sr.Programmer Analyst Professional for Hadoop at Edward Jones
Industry Computer Software
Experience
Edward Jones April 2015 - Present
Kemper AMDO April 2012 - April 2015
Skills
Hadoop, HDFS, MapReduce, Hive, Apache Pig, Sqoop, HBase
Education
Andhra University 2000 — 2003
Master’s Degree, Computer Science, First
Edward Jones April 2015 - Present
Kemper AMDO April 2012 - April 2015
Skills
Hadoop, HDFS, MapReduce, Hive, Apache Pig, Sqoop, HBase
Education
Andhra University 2000 — 2003
Master’s Degree, Computer Science, First
Nick Hodges Nick Hodges's Edward Jones Experience July 2009 - December 2010
Job Makes a difference
Industry Real Estate
Experience
Mountain Energy Innovation (MEi) August 2015 - Present
WatchYouGrow.com November 2014 - Present
Tailor Built Homes February 2015 - August 2015
Calla Financial Advisors July 2012 - October 2013
Fidelity Investments December 2010 - July 2012
Edward Jones July 2009 - December 2010
Skills
Leadership, Strategic Planning, Sales, Finance, Project Management, Continuous Improvement, Entrepreneurship, Business Development, Process Improvement, Start-ups
Education
Arizona State University 2010 — 2012
MBA, Finance
Union College (NE) 2004 — 2008
BS, Business Administration
Mountain Energy Innovation (MEi) August 2015 - Present
WatchYouGrow.com November 2014 - Present
Tailor Built Homes February 2015 - August 2015
Calla Financial Advisors July 2012 - October 2013
Fidelity Investments December 2010 - July 2012
Edward Jones July 2009 - December 2010
Skills
Leadership, Strategic Planning, Sales, Finance, Project Management, Continuous Improvement, Entrepreneurship, Business Development, Process Improvement, Start-ups
Education
Arizona State University 2010 — 2012
MBA, Finance
Union College (NE) 2004 — 2008
BS, Business Administration
Herbert Jones, PMP Herbert Jones, PMP's Edward Jones Experience April 1992 - March 1993
Job Forwardthinking, Decisive, Proven Leader. Experienced Program & Project Manager. Resultsoriented CEO
Industry Management Consulting
Experience
Pyramid Technologies, LLC January 2012 - Present
Logistics Civil Augmentation Program (LOGCAP) September 2012 - November 2014
New Kent County January 2000 - December 2011
Logistics Civil Augmentation Program (LOGCAP) October 2008 - November 2011
National Disaster Medical System - South Carolina March 2006 - October 2008
Colonial Downs April 1997 - December 1999
Bank of America January 1995 - March 1997
Leadership Metro Richmond (LMR) March 1995 - March 1996
Signet Financial Services April 1993 - March 1995
Edward Jones April 1992 - March 1993
Skills
Logistics, Contract Negotiation, Healthcare Management, Government, Funding, Emergency Management, Healthcare, Security Clearance, Strategic Planning, Process Improvement, Non-profits, Team Building, Organizational..., Planning, Procurement, Event Planning, Writing, New Business Development, Public Policy, Real Estate, Business Analysis, Supply Chain Management, Administration, Government Liaison, Budgeting, Financial Management, Contract Management, Operations Management, Problem Solving, Analysis, Budgets, Leadership, Project Management, Project Planning, Command, Leadership Development, Cross-functional Team..., Policy, Program Management, Team Leadership, Proposal Writing, Government Contracting, System Administration, Business Process..., DoD, Change Management, Management, Business Strategy, Business Development, Risk Management
Education
Florida Institute of Technology 1991 — 1992
MS, Material Acquisition Mgt
Appalachian State University 1977 — 1981
BS, Healthcare Administration
Pyramid Technologies, LLC January 2012 - Present
Logistics Civil Augmentation Program (LOGCAP) September 2012 - November 2014
New Kent County January 2000 - December 2011
Logistics Civil Augmentation Program (LOGCAP) October 2008 - November 2011
National Disaster Medical System - South Carolina March 2006 - October 2008
Colonial Downs April 1997 - December 1999
Bank of America January 1995 - March 1997
Leadership Metro Richmond (LMR) March 1995 - March 1996
Signet Financial Services April 1993 - March 1995
Edward Jones April 1992 - March 1993
Skills
Logistics, Contract Negotiation, Healthcare Management, Government, Funding, Emergency Management, Healthcare, Security Clearance, Strategic Planning, Process Improvement, Non-profits, Team Building, Organizational..., Planning, Procurement, Event Planning, Writing, New Business Development, Public Policy, Real Estate, Business Analysis, Supply Chain Management, Administration, Government Liaison, Budgeting, Financial Management, Contract Management, Operations Management, Problem Solving, Analysis, Budgets, Leadership, Project Management, Project Planning, Command, Leadership Development, Cross-functional Team..., Policy, Program Management, Team Leadership, Proposal Writing, Government Contracting, System Administration, Business Process..., DoD, Change Management, Management, Business Strategy, Business Development, Risk Management
Education
Florida Institute of Technology 1991 — 1992
MS, Material Acquisition Mgt
Appalachian State University 1977 — 1981
BS, Healthcare Administration
Gene Kemp Gene Kemp's Edward Jones Experience January 2009 - October 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Edmonds, Hunt, & Associates. Private wealth advisory practice of Ameriprise Financial Services, Inc. December 2014 - Present
Kemp Financial Services October 2012 - December 2014
Edward Jones January 2009 - October 2012
News & Record August 1985 - December 2008
Education
Appalachian State University 1977 — 1981
Bachelor of Science, Business Administration concentrated in Economics
Western Alamance High School 1973 — 1977
High School Diploma, Honors and College Prep
Edmonds, Hunt, & Associates. Private wealth advisory practice of Ameriprise Financial Services, Inc. December 2014 - Present
Kemp Financial Services October 2012 - December 2014
Edward Jones January 2009 - October 2012
News & Record August 1985 - December 2008
Education
Appalachian State University 1977 — 1981
Bachelor of Science, Business Administration concentrated in Economics
Western Alamance High School 1973 — 1977
High School Diploma, Honors and College Prep
Vicki Walbruch Vicki Walbruch's Edward Jones Experience September 2010 - Present
Job Business Office Administrator
Industry Investment Management
Experience
Edward Jones September 2010 - Present
DoD November 2003 - April 2010
DoDEA September 2001 - November 2003
DoDEA November 1993 - August 2001
DoDEA August 1984 - August 1993
Skills
Accounts Payable, Data Entry, Administrative..., Teaching, Spreadsheets, Strategic Financial..., Public Speaking, Nonprofits, Analysis, Microsoft Excel, Access, Office Management, Event Planning, Research, Outlook, Microsoft Office, Team Building, PowerPoint, Microsoft Word, Fundraising, Editing, Social Media, Strategic Planning, Administration, Program Management, Calendaring, Community Outreach, Project Management, Negotiation, Press Releases, Expense Reports, Office Administration, Confidentiality, Process Scheduler, Time Management, Budgets, Data Analysis, Volunteer Management, Supervisory Skills, Travel Arrangements, Real Estate, Advertising
Education
University of Maryland 1989 — 1990
Associate's Degree, General Studies
Anoka Ramsey Community College 1970 — 1971
Associate of Arts (A.A.), General Studies
Cathedral HS, St. Cloud, MN 1966 — 1970
HS Diploma
Edward Jones September 2010 - Present
DoD November 2003 - April 2010
DoDEA September 2001 - November 2003
DoDEA November 1993 - August 2001
DoDEA August 1984 - August 1993
Skills
Accounts Payable, Data Entry, Administrative..., Teaching, Spreadsheets, Strategic Financial..., Public Speaking, Nonprofits, Analysis, Microsoft Excel, Access, Office Management, Event Planning, Research, Outlook, Microsoft Office, Team Building, PowerPoint, Microsoft Word, Fundraising, Editing, Social Media, Strategic Planning, Administration, Program Management, Calendaring, Community Outreach, Project Management, Negotiation, Press Releases, Expense Reports, Office Administration, Confidentiality, Process Scheduler, Time Management, Budgets, Data Analysis, Volunteer Management, Supervisory Skills, Travel Arrangements, Real Estate, Advertising
Education
University of Maryland 1989 — 1990
Associate's Degree, General Studies
Anoka Ramsey Community College 1970 — 1971
Associate of Arts (A.A.), General Studies
Cathedral HS, St. Cloud, MN 1966 — 1970
HS Diploma
S. Russell Shaffer S. Russell Shaffer's Edward Jones Experience January 2004 - June 2009
Job Assistant Vice President Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T Investment Services, Inc. June 2009 - Present
Edward Jones January 2004 - June 2009
Georgia-Pacific LLC May 1996 - July 2003
Skills
401k Rollovers, Trusts, Unit Investment Trusts, Income Tax, Separately Managed...
Education
Clemson University 1992 — 1996
Management, Operations Management and Supervision
Appalachian State University 1991 — 1992
BB&T Investment Services, Inc. June 2009 - Present
Edward Jones January 2004 - June 2009
Georgia-Pacific LLC May 1996 - July 2003
Skills
401k Rollovers, Trusts, Unit Investment Trusts, Income Tax, Separately Managed...
Education
Clemson University 1992 — 1996
Management, Operations Management and Supervision
Appalachian State University 1991 — 1992
Brittany Parker's Edward Jones Experience June 2012 - March 2014
Job Relationship Management at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. March 2014 - Present
Edward Jones June 2012 - March 2014
Edward Jones June 2011 - June 2012
Education
Arizona State University 2007 — 2011
Bachelor, Psychology
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Stifel Financial Corp. March 2014 - Present
Edward Jones June 2012 - March 2014
Edward Jones June 2011 - June 2012
Education
Arizona State University 2007 — 2011
Bachelor, Psychology
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Denise (Ledbetter) Jones's Edward Jones Experience January 2014 - January 2015
Job Sr Mortgage Underwriter
Industry Financial Services
Experience
Homesite Mortgage January 2015 - Present
Edward Jones January 2014 - January 2015
Citimortgage August 2009 - January 2014
Flagstar Bank October 2006 - August 2009
Wells Fargo Home Mortgage June 2004 - May 2006
United Guaranty Corporation January 2003 - June 2004
Flagstar Bank January 2001 - January 2003
Skills
Mortgage Lending, Finance, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Risk Management, Loans, Mortgage Underwriting, Refinance, FHA, Underwriting, VA Loans, Banking, Loan Origination
Education
Appalachian State University 1995 — 1998
BS, Finance & Banking
Caldwell Community College 1994 — 1995
AS, Business Administration
Homesite Mortgage January 2015 - Present
Edward Jones January 2014 - January 2015
Citimortgage August 2009 - January 2014
Flagstar Bank October 2006 - August 2009
Wells Fargo Home Mortgage June 2004 - May 2006
United Guaranty Corporation January 2003 - June 2004
Flagstar Bank January 2001 - January 2003
Skills
Mortgage Lending, Finance, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Risk Management, Loans, Mortgage Underwriting, Refinance, FHA, Underwriting, VA Loans, Banking, Loan Origination
Education
Appalachian State University 1995 — 1998
BS, Finance & Banking
Caldwell Community College 1994 — 1995
AS, Business Administration
Dan Smith, MBA, PMP, CPCP, LBBP Dan Smith, MBA, PMP, CPCP, LBBP's Edward Jones Experience 2001 - 2002
Job Transformational Leader | Project Manager | Business Analyst | Data Wrangler | Consultant | Business Coach
Industry Banking
Experience
Wells Fargo September 2008 - Present
Westminster College June 2012 - Present
Southern New Hampshire University May 2015 - Present
SLC Angels May 2012 - July 2013
Staker Ventures and Global Marketing Alliance 2007 - 2008
Acentus Consulting Group 2004 - 2007
Financiallyfit.com 2002 - 2004
Edward Jones 2001 - 2002
Gateway 1998 - 2001
Skills
Strategy, Cross-functional Team..., Leadership, Management, Entrepreneurship, Business Strategy, Business Analysis, Team Building, Training, Business Development, Financial Analysis, Business Planning, Strategic Planning, Project Management, Microsoft Excel, Coaching, Project Planning, Marketing Strategy, Forecasting, Organizational..., Credit Cards, Executive Coaching, Visio, Marketing, Leadership Development, Lean Management, Strategic Financial..., Project Coordination, Microsoft Word, Social Media, Budgets, Project Portfolio..., Strategic Communications, Intrapreneurship, Organizational..., Organizational Design, Statistical Modeling, Regression Analysis, Negotiation, SQL, Analysis, Operations Management
Education
University of Maryland University College 2014 — 2017
Master’s Degree, Data Analytics and Graduate Certificate in Database System Technology
Northcentral University 2013 — 2014
Doctor level courses, Management of Engineering and Technology
Arizona State University 2012 — 2013
Graduate level courses: Quality, Reliability & Statistical Engineering
Westminster College 2010 — 2012
MBA, Business Adminstration
Westminster College 2008 — 2008
Bachelors, Business Administation
Salt Lake Community College 1999 — 2001
Associate, Business Administration
Wells Fargo September 2008 - Present
Westminster College June 2012 - Present
Southern New Hampshire University May 2015 - Present
SLC Angels May 2012 - July 2013
Staker Ventures and Global Marketing Alliance 2007 - 2008
Acentus Consulting Group 2004 - 2007
Financiallyfit.com 2002 - 2004
Edward Jones 2001 - 2002
Gateway 1998 - 2001
Skills
Strategy, Cross-functional Team..., Leadership, Management, Entrepreneurship, Business Strategy, Business Analysis, Team Building, Training, Business Development, Financial Analysis, Business Planning, Strategic Planning, Project Management, Microsoft Excel, Coaching, Project Planning, Marketing Strategy, Forecasting, Organizational..., Credit Cards, Executive Coaching, Visio, Marketing, Leadership Development, Lean Management, Strategic Financial..., Project Coordination, Microsoft Word, Social Media, Budgets, Project Portfolio..., Strategic Communications, Intrapreneurship, Organizational..., Organizational Design, Statistical Modeling, Regression Analysis, Negotiation, SQL, Analysis, Operations Management
Education
University of Maryland University College 2014 — 2017
Master’s Degree, Data Analytics and Graduate Certificate in Database System Technology
Northcentral University 2013 — 2014
Doctor level courses, Management of Engineering and Technology
Arizona State University 2012 — 2013
Graduate level courses: Quality, Reliability & Statistical Engineering
Westminster College 2010 — 2012
MBA, Business Adminstration
Westminster College 2008 — 2008
Bachelors, Business Administation
Salt Lake Community College 1999 — 2001
Associate, Business Administration
Catherine Gilmore Goetz's Edward Jones Experience January 2008 - February 2010
Job Career Consultant at The George Washington University Milken Institute School of Public Health
Industry Higher Education
Experience
The George Washington University- Milken Institute School of Public Health February 2015 - Present
Guilford Technical Community College November 2014 - February 2015
Guilford Technical Community College January 2013 - February 2015
Charles Aris, Inc. March 2010 - January 2013
Edward Jones January 2008 - February 2010
Skills
Talent Acquisition, Strategy, Mergers & Acquisitions, Data Analysis, Sourcing, Market Research, Leadership, Human Resources, Executive Search, Management, Talent Management, Process Improvement, Account Management, Marketing, Mergers, Onboarding, Organizational..., Public Speaking, Strategic Planning, Wealth Management, Career Counseling
Education
Appalachian State University 2002 — 2007
B.S., Communication, Advertising
The George Washington University- Milken Institute School of Public Health February 2015 - Present
Guilford Technical Community College November 2014 - February 2015
Guilford Technical Community College January 2013 - February 2015
Charles Aris, Inc. March 2010 - January 2013
Edward Jones January 2008 - February 2010
Skills
Talent Acquisition, Strategy, Mergers & Acquisitions, Data Analysis, Sourcing, Market Research, Leadership, Human Resources, Executive Search, Management, Talent Management, Process Improvement, Account Management, Marketing, Mergers, Onboarding, Organizational..., Public Speaking, Strategic Planning, Wealth Management, Career Counseling
Education
Appalachian State University 2002 — 2007
B.S., Communication, Advertising
Rebecca Montes Rebecca Montes's Edward Jones Experience May 2013 - August 2013
Job Investment Analyst at Covenant
Industry Financial Services
Experience
Covenant September 2015 - Present
Argo Group International Holdings, Ltd. June 2014 - March 2015
St. Mary's University January 2014 - May 2014
The Sunglass Shop January 2013 - January 2014
Edward Jones May 2013 - August 2013
UBS March 2012 - May 2012
Skills
Research, Social Media, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Investments, Analysis, Market Research, Marketing, Financial Analysis, Sales, Time Management, Finance, Start-ups, Nonprofits, PowerPoint
Education
St. Mary's University 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, Senior
American University 2012 — 2012
International Business, Junior
Covenant September 2015 - Present
Argo Group International Holdings, Ltd. June 2014 - March 2015
St. Mary's University January 2014 - May 2014
The Sunglass Shop January 2013 - January 2014
Edward Jones May 2013 - August 2013
UBS March 2012 - May 2012
Skills
Research, Social Media, Teamwork, Public Speaking, Microsoft Office, Microsoft Word, Investments, Analysis, Market Research, Marketing, Financial Analysis, Sales, Time Management, Finance, Start-ups, Nonprofits, PowerPoint
Education
St. Mary's University 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, Senior
American University 2012 — 2012
International Business, Junior
Bryan Branch Bryan Branch's Edward Jones Experience January 2006 - June 2010
Job Specialized Transportation Manager
Industry Transportation/Trucking/Railroad
Experience
Prime Inc. September 2013 - Present
Roehl Transport September 2012 - June 2013
May Trucking June 2011 - July 2012
Morgan Stanley July 2010 - October 2010
Edward Jones January 2006 - June 2010
Skills
Business Planning, Finance, Strategic Financial..., Management, Supply Chain, Logistics, Customer Service, Transportation, Team Building, Operations Management, Strategic Planning, Freight, Microsoft Office, Public Speaking, Sales, Trucking, Truckload, Inventory Management
Education
Arizona State University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
Prime Inc. September 2013 - Present
Roehl Transport September 2012 - June 2013
May Trucking June 2011 - July 2012
Morgan Stanley July 2010 - October 2010
Edward Jones January 2006 - June 2010
Skills
Business Planning, Finance, Strategic Financial..., Management, Supply Chain, Logistics, Customer Service, Transportation, Team Building, Operations Management, Strategic Planning, Freight, Microsoft Office, Public Speaking, Sales, Trucking, Truckload, Inventory Management
Education
Arizona State University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.0
William Trim William Trim's Edward Jones Experience Police OfficerCity of CarrolltonFebruary 2012 - February 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Police OfficerCity of CarrolltonFebruary 2012 - February 2014
United States Air Force 2006 - 2011
Skills
Retirement Planning, Financial Services, Mutual Funds, Stocks, Bonds, Estate Planning, Wealth Management, Investment Advisory..., Asset Allocation, Fixed Annuities, Series 7, Life Insurance, Wealth Accumulation, Portfolio Management, Securities, Long-term Care, Insurance, Investments, Investment Strategies, IRAs, Roth IRA, SEP IRA, 401k Rollovers, 529 Plans, Wealth Preservation..., Qualified Retirement..., Simple IRA, Income Protection, Municipal Bonds, Financial Goals, Saving for Education, Financial Planning
Education
American Military University
Associate’s Degree, Criminal Justice
Edward Jones Police OfficerCity of CarrolltonFebruary 2012 - February 2014
United States Air Force 2006 - 2011
Skills
Retirement Planning, Financial Services, Mutual Funds, Stocks, Bonds, Estate Planning, Wealth Management, Investment Advisory..., Asset Allocation, Fixed Annuities, Series 7, Life Insurance, Wealth Accumulation, Portfolio Management, Securities, Long-term Care, Insurance, Investments, Investment Strategies, IRAs, Roth IRA, SEP IRA, 401k Rollovers, 529 Plans, Wealth Preservation..., Qualified Retirement..., Simple IRA, Income Protection, Municipal Bonds, Financial Goals, Saving for Education, Financial Planning
Education
American Military University
Associate’s Degree, Criminal Justice
Jim Fazio Jim Fazio's Edward Jones Experience November 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Skills
Stocks, Fixed Income Investments, Mutual Funds, Exchange Traded Funds..., Business Retirement..., Individual Retirement..., Education Savings, Annuities, Public Speaking, Leadership
Education
Andrews University 1983 — 1988
Bachelor's Degree, Economics and Finance
Southern Methodist University 1987 — 1987
Finance, General
Edward Jones November 2011 - Present
Skills
Stocks, Fixed Income Investments, Mutual Funds, Exchange Traded Funds..., Business Retirement..., Individual Retirement..., Education Savings, Annuities, Public Speaking, Leadership
Education
Andrews University 1983 — 1988
Bachelor's Degree, Economics and Finance
Southern Methodist University 1987 — 1987
Finance, General
Nathan Winrich Nathan Winrich's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Edward Jones January 2013 - October 2013
Target February 2009 - June 2009
Target September 2007 - February 2009
Target December 2006 - June 2007
Skills
Portfolio Management, Financial Services, analytical, Investment Brokerage, Sales Prospecting, Sales, Customer Service
Education
Appalachian State University
Bachelor of Science Degree, Banking; Finance
Edward Jones October 2013 - Present
Edward Jones January 2013 - October 2013
Target February 2009 - June 2009
Target September 2007 - February 2009
Target December 2006 - June 2007
Skills
Portfolio Management, Financial Services, analytical, Investment Brokerage, Sales Prospecting, Sales, Customer Service
Education
Appalachian State University
Bachelor of Science Degree, Banking; Finance
Adele Waring Adele Waring's Edward Jones Experience January 2009 - December 2010
Job Disaster Recovery Program Specialist I Licenced Realtor I Local Artist
Industry Government Administration
Experience
Wunderl, Inc January 1977 - Present
Texas General Land Office January 2012 - Present
HNTB Corporation-DRG Solutions October 2010 - December 2012
Edward Jones January 2009 - December 2010
Capital City Sotheby's International Realty Austin Keller Williams Realty October 2005 - December 2010
HESCO Bastion USA December 2003 - September 2005
FIELDSTONE DEVELOPMENT L.L.C January 2002 - December 2003
Vail Resorts September 1994 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Angelo State University
BBA, Accounting and Business/Management
The University of Texas at Austin & Angelo State University
Bachelor of Business Administration (BBA), Accounting and Finance
Wunderl, Inc January 1977 - Present
Texas General Land Office January 2012 - Present
HNTB Corporation-DRG Solutions October 2010 - December 2012
Edward Jones January 2009 - December 2010
Capital City Sotheby's International Realty Austin Keller Williams Realty October 2005 - December 2010
HESCO Bastion USA December 2003 - September 2005
FIELDSTONE DEVELOPMENT L.L.C January 2002 - December 2003
Vail Resorts September 1994 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Angelo State University
BBA, Accounting and Business/Management
The University of Texas at Austin & Angelo State University
Bachelor of Business Administration (BBA), Accounting and Finance
Bryan Workman Bryan Workman's Edward Jones Experience January 2010 - September 2010
Job Senior Financial Analyst at General Motors
Industry Automotive
Experience
General Motors August 2015 - Present
General Motors May 2014 - August 2015
The Silver Fund October 2013 - April 2014
The Vanguard Group May 2013 - August 2013
USAA September 2010 - August 2012
Edward Jones January 2010 - September 2010
The Church of Jesus Christ of Latter-day Saints September 2004 - September 2006
Skills
Retirement Planning, Investments, Term Life Insurance, Annuities, NPV, Cost Benefit, Capital Budgeting, Series 7, Whole Life, Universal Life, Excel models, Excel/VBA, Financial Analysis, Public Speaking, Fixed Annuities, Finance, Portfolio Management, Financial Services, Financial Modeling, Retirement, Data Analysis
Education
Brigham Young University
Master of Business Administration (MBA), Finance
Arizona State University
Global Business, Financial Management, 3.6
General Motors August 2015 - Present
General Motors May 2014 - August 2015
The Silver Fund October 2013 - April 2014
The Vanguard Group May 2013 - August 2013
USAA September 2010 - August 2012
Edward Jones January 2010 - September 2010
The Church of Jesus Christ of Latter-day Saints September 2004 - September 2006
Skills
Retirement Planning, Investments, Term Life Insurance, Annuities, NPV, Cost Benefit, Capital Budgeting, Series 7, Whole Life, Universal Life, Excel models, Excel/VBA, Financial Analysis, Public Speaking, Fixed Annuities, Finance, Portfolio Management, Financial Services, Financial Modeling, Retirement, Data Analysis
Education
Brigham Young University
Master of Business Administration (MBA), Finance
Arizona State University
Global Business, Financial Management, 3.6
Brett Polzin Brett Polzin's Edward Jones Experience June 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2013 - Present
United States Air Force June 2005 - May 2013
Pitney Bowes August 2004 - June 2005
Skills
Series 7, Series 66, Integrity, Organization &..., Commitment to Customer..., Networking, Flexibility, Handle Confidential..., Perseverant, Listening to customers, Proactive self-starter, Concern
Education
American Public University System 2012 — 2016
Master's Degree, Accounting
Northwestern Oklahoma State University 2006 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Fox Valley Technical College 2001 — 2002
Associate of Science (A.S.), Computer Information Systems
Marinette High School 1993 — 1997
Edward Jones June 2013 - Present
United States Air Force June 2005 - May 2013
Pitney Bowes August 2004 - June 2005
Skills
Series 7, Series 66, Integrity, Organization &..., Commitment to Customer..., Networking, Flexibility, Handle Confidential..., Perseverant, Listening to customers, Proactive self-starter, Concern
Education
American Public University System 2012 — 2016
Master's Degree, Accounting
Northwestern Oklahoma State University 2006 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Fox Valley Technical College 2001 — 2002
Associate of Science (A.S.), Computer Information Systems
Marinette High School 1993 — 1997
Jill Jacoby, MA's Edward Jones Experience May 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2014 - Present
Visionworks of America May 2014 - Present
The Buckle December 2013 - May 2014
Target January 2013 - October 2013
Target April 2005 - December 2012
Caravan Tours November 2010 - May 2012
Modern Luxury August 2011 - December 2011
CBS News March 2011 - June 2011
Skills
Copy Editing, Customer Service, Online Research, Cold Calling, Data Entry, Writing, Feature Writing, Non-linear Editing, Problem Solving, Facebook, Twitter, LinkedIn, Interviewing Skills, Telephone Interviewing, Wordpress, Microsoft Word, Microsoft Excel, Outlook, FilerMaker Pro, POS, Feature Articles, WordPress, AP Style, Social Media, Microsoft Office, Research
Education
DePaul University 2010 — 2012
Master of the Arts, Journalism
Truman State University 2006 — 2010
Bachelor of the Arts, Communications: Emphasis in Journalism
Anglo-americká vysoká škola - Praha 2009 — 2009
Study Abroad, Art and Architecture
Edward Jones May 2014 - Present
Visionworks of America May 2014 - Present
The Buckle December 2013 - May 2014
Target January 2013 - October 2013
Target April 2005 - December 2012
Caravan Tours November 2010 - May 2012
Modern Luxury August 2011 - December 2011
CBS News March 2011 - June 2011
Skills
Copy Editing, Customer Service, Online Research, Cold Calling, Data Entry, Writing, Feature Writing, Non-linear Editing, Problem Solving, Facebook, Twitter, LinkedIn, Interviewing Skills, Telephone Interviewing, Wordpress, Microsoft Word, Microsoft Excel, Outlook, FilerMaker Pro, POS, Feature Articles, WordPress, AP Style, Social Media, Microsoft Office, Research
Education
DePaul University 2010 — 2012
Master of the Arts, Journalism
Truman State University 2006 — 2010
Bachelor of the Arts, Communications: Emphasis in Journalism
Anglo-americká vysoká škola - Praha 2009 — 2009
Study Abroad, Art and Architecture
Leah R. Oliver, AAMS Leah R. Oliver, AAMS's Edward Jones Experience September 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Classic Bank May 2009 - May 2011
Skills
Annuities, business retirement..., Education savings, Equity Investments, Individual retirement..., long term care, Permanent life, Term life, Mutual Funds
Education
Texas State University 2008 — 2011
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Angelo State University 2006 — 2007
Edward Jones September 2011 - Present
Classic Bank May 2009 - May 2011
Skills
Annuities, business retirement..., Education savings, Equity Investments, Individual retirement..., long term care, Permanent life, Term life, Mutual Funds
Education
Texas State University 2008 — 2011
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Angelo State University 2006 — 2007
Anthony Surber's Edward Jones Experience December 2007 - February 2011
Job Professional Free Agent
Industry Information Services
Experience
Northern Financial Services September 2012 - October 2014
Cygnus Wealth Management February 2011 - October 2012
Edward Jones December 2007 - February 2011
Stream Global Services August 2005 - August 2008
Z57 Internet Solutions June 2002 - June 2005
Skills
Analytics, Strategic Financial..., Financial Services, Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Business Analysis, Data Analysis, Analysis, Customer Retention, Equities, Business Strategy, Business Development, Strategy, Customer Service, Online Advertising, Management, Web Analytics, Strategic Planning
Education
Northwestern University 2012 — 2013
Master of Science (MS), Predictive Analytics
Anderson University 1997 — 2002
Bachelor's degree, Philosophy
Northern Financial Services September 2012 - October 2014
Cygnus Wealth Management February 2011 - October 2012
Edward Jones December 2007 - February 2011
Stream Global Services August 2005 - August 2008
Z57 Internet Solutions June 2002 - June 2005
Skills
Analytics, Strategic Financial..., Financial Services, Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Business Analysis, Data Analysis, Analysis, Customer Retention, Equities, Business Strategy, Business Development, Strategy, Customer Service, Online Advertising, Management, Web Analytics, Strategic Planning
Education
Northwestern University 2012 — 2013
Master of Science (MS), Predictive Analytics
Anderson University 1997 — 2002
Bachelor's degree, Philosophy
Randy Mielecki Randy Mielecki's Edward Jones Experience February 2015 - September 2015
Job Financial Professional
Industry Financial Services
Experience
Edward Jones February 2015 - September 2015
EJF Real Estate Services, Inc. August 2012 - February 2015
Oakmont Country Club June 2007 - August 2013
American University September 2011 - April 2012
Skills
Microsoft Excel, Financial Analysis, QuickBooks, Leadership, Accounting, Spanish, Auditing, Strategic Planning, Real Estate, Microsoft Office, Time Management, Social Media, PowerPoint, Customer Service, Event Planning, Marketing
Education
American University 2011 — 2014
Bachelor of Science (BS), Business Administration, Finance
Saint Joseph High School 2007 — 2011
Edward Jones February 2015 - September 2015
EJF Real Estate Services, Inc. August 2012 - February 2015
Oakmont Country Club June 2007 - August 2013
American University September 2011 - April 2012
Skills
Microsoft Excel, Financial Analysis, QuickBooks, Leadership, Accounting, Spanish, Auditing, Strategic Planning, Real Estate, Microsoft Office, Time Management, Social Media, PowerPoint, Customer Service, Event Planning, Marketing
Education
American University 2011 — 2014
Bachelor of Science (BS), Business Administration, Finance
Saint Joseph High School 2007 — 2011
Corey Myers, AAMS®, CRPC® Corey Myers, AAMS®, CRPC®'s Edward Jones Experience October 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Palmetto Bay Realty Management, LLC April 2010 - August 2013
Walmart February 2009 - April 2010
Sonic Automotive May 2008 - December 2008
Skills
Leases, Real Estate, Contract Negotiation, Sales, Leasing, Commercial Real Estate, Property Management, commercial property..., Asset Management, commercial asset..., Investment Properties, Real Estate Development, Disposition, Selling, Location Intelligence, Real Estate Transactions, Negotiation, Brokerage, Management, Small Business, Finance, Financial Analysis, Budgets, Residential Homes
Education
Anderson University (SC) 2004 — 2008
B.S., Business Management
Edward Jones October 2013 - Present
Palmetto Bay Realty Management, LLC April 2010 - August 2013
Walmart February 2009 - April 2010
Sonic Automotive May 2008 - December 2008
Skills
Leases, Real Estate, Contract Negotiation, Sales, Leasing, Commercial Real Estate, Property Management, commercial property..., Asset Management, commercial asset..., Investment Properties, Real Estate Development, Disposition, Selling, Location Intelligence, Real Estate Transactions, Negotiation, Brokerage, Management, Small Business, Finance, Financial Analysis, Budgets, Residential Homes
Education
Anderson University (SC) 2004 — 2008
B.S., Business Management
Robin Hool Robin Hool's Edward Jones Experience June 1997 - Present
Job Senior Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 1997 - Present
Skills
Customer Service, Management, Process Improvement, Leadership, Public Speaking, Team Building, Team Leadership
Education
Anne Arundel Community College 1992 — 2000
Associates, Business Management
Edward Jones June 1997 - Present
Skills
Customer Service, Management, Process Improvement, Leadership, Public Speaking, Team Building, Team Leadership
Education
Anne Arundel Community College 1992 — 2000
Associates, Business Management
Brian Vinson Brian Vinson's Edward Jones Experience 2005 - 2007
Job Store Manager
Industry Retail
Experience
Lowe's Home Improvement 2007 - Present
Edward Jones 2005 - 2007
Office Land 1990 - 2005
Skills
Store Management, Retail, Loss Prevention, Inventory Management, Driving Results, Team Building, Cashiering, Planograms, Associate Development, Visual Merchandising, Big Box, Merchandising, Profit, Retail Sales, Inventory Control, Store Operations, Recruiting, Time Management, Customer Experience, New Store Openings, Customer Satisfaction, Income Statement, Cash Register, Assortment, Customer Retention, Hiring, Inventory, Accountability, Cash Handling Experience
Education
Appalachian State University 1986 — 1990
BSBA, Insurance and Real Estate
Lowe's Home Improvement 2007 - Present
Edward Jones 2005 - 2007
Office Land 1990 - 2005
Skills
Store Management, Retail, Loss Prevention, Inventory Management, Driving Results, Team Building, Cashiering, Planograms, Associate Development, Visual Merchandising, Big Box, Merchandising, Profit, Retail Sales, Inventory Control, Store Operations, Recruiting, Time Management, Customer Experience, New Store Openings, Customer Satisfaction, Income Statement, Cash Register, Assortment, Customer Retention, Hiring, Inventory, Accountability, Cash Handling Experience
Education
Appalachian State University 1986 — 1990
BSBA, Insurance and Real Estate
Danielle Fazio Danielle Fazio's Edward Jones Experience October 2009 - May 2010
Job Compliance & Quality Consultant
Industry Hospital & Health Care
Experience
Certified Yoga Instructor April 2014 - Present
MAETRICS September 2014 - January 2015
MAETRICS October 2012 - March 2014
Oxford Global Resources May 2012 - October 2012
QualComp Consulting Services May 2012 - July 2012
Validant September 2011 - May 2012
Rio Salado College February 2010 - July 2010
Virtual Goody Bags, L.L.C. May 2010 - May 2010
Edward Jones October 2009 - May 2010
W.L. Gore & Associates October 2006 - June 2009
Skills
Event Planning, Event Management, Training, Educational Technology, Adult Education, Elementary Education, Quality Assurance, Regulatory Submissions, International..., MDRs, Vigilance
Education
Arizona State University 2010 — 2011
M.A., Language & Literacy, 4.0
Arizona State University 2001 — 2003
B.A., Elementary Education and Teaching
Certified Yoga Instructor April 2014 - Present
MAETRICS September 2014 - January 2015
MAETRICS October 2012 - March 2014
Oxford Global Resources May 2012 - October 2012
QualComp Consulting Services May 2012 - July 2012
Validant September 2011 - May 2012
Rio Salado College February 2010 - July 2010
Virtual Goody Bags, L.L.C. May 2010 - May 2010
Edward Jones October 2009 - May 2010
W.L. Gore & Associates October 2006 - June 2009
Skills
Event Planning, Event Management, Training, Educational Technology, Adult Education, Elementary Education, Quality Assurance, Regulatory Submissions, International..., MDRs, Vigilance
Education
Arizona State University 2010 — 2011
M.A., Language & Literacy, 4.0
Arizona State University 2001 — 2003
B.A., Elementary Education and Teaching
Joshua Buckner Joshua Buckner's Edward Jones Experience January 2007 - July 2007
Job Implementation Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
The Newport Group July 2011 - August 2014
The Newport Group July 2007 - July 2011
Edward Jones January 2007 - July 2007
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 7, Asset Allocation, Retirement Planning, Securities, Employee Benefits, Defined Contribution, Qualified Retirement..., Series 63, Defined Benefit, Pensions, Relationship Management
Education
Appalachian State University 2002 — 2006
Bachelor of Arts, History
TIAA-CREF September 2014 - Present
The Newport Group July 2011 - August 2014
The Newport Group July 2007 - July 2011
Edward Jones January 2007 - July 2007
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 7, Asset Allocation, Retirement Planning, Securities, Employee Benefits, Defined Contribution, Qualified Retirement..., Series 63, Defined Benefit, Pensions, Relationship Management
Education
Appalachian State University 2002 — 2006
Bachelor of Arts, History
Dustin Wood Dustin Wood's Edward Jones Experience August 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2010 - Present
Carolinas Healthcare System May 2009 - August 2009
Kings Mountain Family YMCA April 2006 - August 2008
Skills
Investments, Insurance, Finance, Series 7, Financial Analysis, Fixed Annuities, Long-term Care, Portfolio Management, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Accounting, Fixed Income
Education
Appalachian State University 2006 — 2010
BSBA, Finance and Banking
Crest Senior High School 2002 — 2006
High School Diploma; of 2006.Bachelor of Science; A.S.S, Business Administration; Finance and Banking
Edward Jones August 2010 - Present
Carolinas Healthcare System May 2009 - August 2009
Kings Mountain Family YMCA April 2006 - August 2008
Skills
Investments, Insurance, Finance, Series 7, Financial Analysis, Fixed Annuities, Long-term Care, Portfolio Management, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Accounting, Fixed Income
Education
Appalachian State University 2006 — 2010
BSBA, Finance and Banking
Crest Senior High School 2002 — 2006
High School Diploma; of 2006.Bachelor of Science; A.S.S, Business Administration; Finance and Banking
Scott Coppock Scott Coppock's Edward Jones Experience June 2007 - December 2011
Job Financial Advisor Citizens Investments
Industry Financial Services
Experience
Citizens Investment Services Board of DirectorsMunroe Center for the ArtsAugust 2010 - June 2012
Minuteman Regional Technical High School September 2009 - June 2012
Edward Jones June 2007 - December 2011
Lenoir-Rhyne College 2006 - 2007
Skills
Teaching, Customer Service, Leadership, Microsoft Office, Management, Budgets, Strategic Planning, Project Management, Marketing, PowerPoint, Research, Coaching, Team Building, Public Speaking, Microsoft Excel, Financial Analysis, Banking, Insurance, Risk Management, Sales, Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Small Business, Wealth Management
Education
Appalachian State University 2004 — 2006
MS, Mathematics
Buena Vista University 1997 — 2001
BS, Mathematics
Citizens Investment Services Board of DirectorsMunroe Center for the ArtsAugust 2010 - June 2012
Minuteman Regional Technical High School September 2009 - June 2012
Edward Jones June 2007 - December 2011
Lenoir-Rhyne College 2006 - 2007
Skills
Teaching, Customer Service, Leadership, Microsoft Office, Management, Budgets, Strategic Planning, Project Management, Marketing, PowerPoint, Research, Coaching, Team Building, Public Speaking, Microsoft Excel, Financial Analysis, Banking, Insurance, Risk Management, Sales, Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Small Business, Wealth Management
Education
Appalachian State University 2004 — 2006
MS, Mathematics
Buena Vista University 1997 — 2001
BS, Mathematics
Matt Wellborn Matt Wellborn's Edward Jones Experience June 2009 - December 2010
Job Network Funding, LP
Industry Financial Services
Experience
Network Funding, LP NMLS #2297 April 2013 - Present
Charles Schwab April 2011 - March 2013
Edward Jones June 2009 - December 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Wealth Management, Sales, Registered Investment..., Sales Presentations, Banking Solutions, Relationship..., Public Speaking, Financial Advisory, Series 66, NMLS Licensed, Business Development, Social Media, Uniform Combined State..., Manage Client..., Mutual Funds, Investments
Education
Arizona State University
Business and Mass Communication
Network Funding, LP NMLS #2297 April 2013 - Present
Charles Schwab April 2011 - March 2013
Edward Jones June 2009 - December 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Wealth Management, Sales, Registered Investment..., Sales Presentations, Banking Solutions, Relationship..., Public Speaking, Financial Advisory, Series 66, NMLS Licensed, Business Development, Social Media, Uniform Combined State..., Manage Client..., Mutual Funds, Investments
Education
Arizona State University
Business and Mass Communication
Blair Jessen Blair Jessen's Edward Jones Experience April 2011 - July 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - July 2013
Phoenix Business Journal July 2005 - September 2010
News/Talk 620 KTAR 1997 - 2005
Skills
401k Rollovers, IRAs, Roth IRA, SEP IRA, Mutual Funds, Equities, CDS, Bonds, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, College Savings Plans, Portfolio Management, Account Management, New Business Development, Equity Research, 401k
Education
Arizona State University 1993 — 1995
Bachelor of Arts, Walter Cronkite School of Journalism and Mass Communication
Mountain View High School - Mesa 1986 — 1988
Edward Jones April 2011 - July 2013
Phoenix Business Journal July 2005 - September 2010
News/Talk 620 KTAR 1997 - 2005
Skills
401k Rollovers, IRAs, Roth IRA, SEP IRA, Mutual Funds, Equities, CDS, Bonds, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, College Savings Plans, Portfolio Management, Account Management, New Business Development, Equity Research, 401k
Education
Arizona State University 1993 — 1995
Bachelor of Arts, Walter Cronkite School of Journalism and Mass Communication
Mountain View High School - Mesa 1986 — 1988
Johny Vattathara Johny Vattathara's Edward Jones Experience November 1999 - November 2001
Job Engineering Manager Performance, Automation and PDE at GE Healthcare
Industry Information Technology and Services
Experience
Belcan TechServices August 2012 - Present
GE Healthcare September 2010 - September 2012
Wells Fargo Advisors April 2010 - October 2010
Sisters of Mercy Health System December 2006 - April 2010
Express Scripts 2005 - 2006
RehabCare Group January 2005 - September 2005
MasterCard March 2002 - November 2004
Edward Jones November 1999 - November 2001
Skills
SDLC, Quality Center, Test Automation, Testing, Software Quality..., Quality Assurance, LoadRunner, QTP, Performance Testing, WinRunner, System Testing, Agile Methodologies, Management, Databases, Business Analysis, SQL, Microsoft SQL Server, Regression Testing, Project Management, Requirements Analysis, ERP, Software Development, Oracle, Data Warehousing, Test Planning, Waterfall, Unix, Software Project..., User Acceptance Testing, Scrum, Integration, Requirements Gathering, CRM, Analysis, Performance Tuning, Software Documentation, SharePoint, Visio, HP Quality Center, HP QTP
Education
University of Calicut 1984 — 1988
B-Tech, Mechanical Engineering
Annamalai University 1990 — 1991
PGDBA, Business Administration
Belcan TechServices August 2012 - Present
GE Healthcare September 2010 - September 2012
Wells Fargo Advisors April 2010 - October 2010
Sisters of Mercy Health System December 2006 - April 2010
Express Scripts 2005 - 2006
RehabCare Group January 2005 - September 2005
MasterCard March 2002 - November 2004
Edward Jones November 1999 - November 2001
Skills
SDLC, Quality Center, Test Automation, Testing, Software Quality..., Quality Assurance, LoadRunner, QTP, Performance Testing, WinRunner, System Testing, Agile Methodologies, Management, Databases, Business Analysis, SQL, Microsoft SQL Server, Regression Testing, Project Management, Requirements Analysis, ERP, Software Development, Oracle, Data Warehousing, Test Planning, Waterfall, Unix, Software Project..., User Acceptance Testing, Scrum, Integration, Requirements Gathering, CRM, Analysis, Performance Tuning, Software Documentation, SharePoint, Visio, HP Quality Center, HP QTP
Education
University of Calicut 1984 — 1988
B-Tech, Mechanical Engineering
Annamalai University 1990 — 1991
PGDBA, Business Administration
Alisha Muhl's Edward Jones Experience July 2004 - December 2004
Job
Industry Nonprofit Organization Management
Experience
Honey Solutions 2008 - 2010
Candesco Charitable Projects January 2002 - January 2006
Edward Jones July 2004 - December 2004
School of Justice Studies (ASU) August 2003 - May 2004
Envision EMI May 2003 - August 2003
Envision EMI 2002 - 2003
Education
Harvard University 2005 — 2006
Certificate in Management
Arizona State University 2000 — 2004
B.S.
Honey Solutions 2008 - 2010
Candesco Charitable Projects January 2002 - January 2006
Edward Jones July 2004 - December 2004
School of Justice Studies (ASU) August 2003 - May 2004
Envision EMI May 2003 - August 2003
Envision EMI 2002 - 2003
Education
Harvard University 2005 — 2006
Certificate in Management
Arizona State University 2000 — 2004
B.S.
Cassie Rhodes's Edward Jones Experience May 2013 - Present
Job Branch/Office Administrator for Dustin Mac Brown @ Edward Jones
Industry Internet
Experience
Edward Jones May 2013 - Present
The Rainbow Perspective August 2003 - Present
MrFunbooth September 2011 - December 2013
Skills
Account Management, Sales, Customer Service, Marketing, Team Building, Event Planning, Training
Education
Arizona State University 1998 — 2002
Psychology
Edward Jones May 2013 - Present
The Rainbow Perspective August 2003 - Present
MrFunbooth September 2011 - December 2013
Skills
Account Management, Sales, Customer Service, Marketing, Team Building, Event Planning, Training
Education
Arizona State University 1998 — 2002
Psychology
Keith Ensley, PMP's Edward Jones Experience 2002 - 2004
Job Independent Consultant
Industry Banking
Experience
Independent Product Manager and Consultant 2004 - Present
Edward Jones 2002 - 2004
First Union National Bank 1989 - 2002
Skills
Banking, Cash Management, Credit, Retail Banking, Financial Services, Treasury Management, Loans, Risk Management, Financial Risk, Payments, Business Process, Management, Leadership, Credit Cards, Relationship Management
Education
Appalachian State University 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Appalachian State University 1980 — 1984
Bachelor of Science (BS), Finance, Economics, and Management
Independent Product Manager and Consultant 2004 - Present
Edward Jones 2002 - 2004
First Union National Bank 1989 - 2002
Skills
Banking, Cash Management, Credit, Retail Banking, Financial Services, Treasury Management, Loans, Risk Management, Financial Risk, Payments, Business Process, Management, Leadership, Credit Cards, Relationship Management
Education
Appalachian State University 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Appalachian State University 1980 — 1984
Bachelor of Science (BS), Finance, Economics, and Management
Willie J. Epps, Jr.'s Edward Jones Experience 2014 - Present
Job at
Industry Financial Services
Experience
Edward Jones 2014 - Present
Dowd Bennett LLP 2013 - 2014
Shook, Hardy & Bacon 2006 - 2013
Charter Communications 2003 - 2006
The Epps Law Firm LLC 2000 - 2003
Office of Special Counsel (The Waco Investigation) 1999 - 2000
U.S. Air Force JAG Corps 1995 - 1999
Education
Harvard Law School 1992 — 1995
JD
Amherst College 1988 — 1992
AB, Political Science
Edward Jones 2014 - Present
Dowd Bennett LLP 2013 - 2014
Shook, Hardy & Bacon 2006 - 2013
Charter Communications 2003 - 2006
The Epps Law Firm LLC 2000 - 2003
Office of Special Counsel (The Waco Investigation) 1999 - 2000
U.S. Air Force JAG Corps 1995 - 1999
Education
Harvard Law School 1992 — 1995
JD
Amherst College 1988 — 1992
AB, Political Science
Melissa Huckins's Edward Jones Experience September 2009 - January 2015
Job Associate Vice President, Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Edward Jones September 2009 - January 2015
Broadus Capital Management LLC October 2008 - February 2010
Factors Southwest, LLC September 2007 - October 2008
FINOVA Capital Corporation December 1988 - February 2002
Education
Arizona State University 1998 — 2000
Masters, Business Administration
Millikin University 1979 — 1983
Bachelors of Science, Accounting
Raymond James Financial Inc. January 2015 - Present
Edward Jones September 2009 - January 2015
Broadus Capital Management LLC October 2008 - February 2010
Factors Southwest, LLC September 2007 - October 2008
FINOVA Capital Corporation December 1988 - February 2002
Education
Arizona State University 1998 — 2000
Masters, Business Administration
Millikin University 1979 — 1983
Bachelors of Science, Accounting
Gary Zane's Edward Jones Experience July 2008 - July 2012
Job Experienced Financial Services Professional
Industry Financial Services
Experience
CUNA Brokerage Services June 2013 - Present
Edward Jones July 2008 - July 2012
MidSouth Federal Credit Union September 2004 - September 2007
Alabama Credit Union 2002 - 2004
Coosa Pines Federal Credit Union 1999 - 2002
Auto Credit Finance, LLC 1995 - 1999
GECC Financial Services/PSFS/Ford Consumer Finance 1978 - 1995
Skills
Investments, Retirement Planning, Financial Advisory, Life Insurance, Long Term Care Insurance, College Savings Plans, Annuities, Mutual Funds, Sales, Sales Process, Management, Operations, Series 7, Series 63, Portfolio Management
Education
Appalachian State University 1975 — 1977
BS, Business Administration
CUNA Brokerage Services June 2013 - Present
Edward Jones July 2008 - July 2012
MidSouth Federal Credit Union September 2004 - September 2007
Alabama Credit Union 2002 - 2004
Coosa Pines Federal Credit Union 1999 - 2002
Auto Credit Finance, LLC 1995 - 1999
GECC Financial Services/PSFS/Ford Consumer Finance 1978 - 1995
Skills
Investments, Retirement Planning, Financial Advisory, Life Insurance, Long Term Care Insurance, College Savings Plans, Annuities, Mutual Funds, Sales, Sales Process, Management, Operations, Series 7, Series 63, Portfolio Management
Education
Appalachian State University 1975 — 1977
BS, Business Administration
Alex McMullin's Edward Jones Experience May 2007 - August 2007
Job Account Manager at Nixle, an Everbridge Company
Industry Internet
Experience
Nixle, an Everbridge Company December 2014 - Present
Nixle, LLC February 2014 - December 2014
Nixle, LLC October 2013 - February 2014
ePantry October 2012 - October 2013
Parkside Financial Bank & Trust October 2008 - November 2012
Edward Jones May 2007 - August 2007
Skills
Commercial Banking, Banking, Private Wealth..., Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Underwriting, Wealth Management, Estate Planning, Investments, Asset Managment, Small Business Lending, Retirement Planning, SBA, Financial Modeling, Lines Of Credit, Equities, Strategic Financial..., Credit Risk, Operations Management, E-commerce, Logistics, Start-ups
Education
Amherst College 2004 — 2008
BA, Sociology
MICDS 1996 — 2004
Nixle, an Everbridge Company December 2014 - Present
Nixle, LLC February 2014 - December 2014
Nixle, LLC October 2013 - February 2014
ePantry October 2012 - October 2013
Parkside Financial Bank & Trust October 2008 - November 2012
Edward Jones May 2007 - August 2007
Skills
Commercial Banking, Banking, Private Wealth..., Loans, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Underwriting, Wealth Management, Estate Planning, Investments, Asset Managment, Small Business Lending, Retirement Planning, SBA, Financial Modeling, Lines Of Credit, Equities, Strategic Financial..., Credit Risk, Operations Management, E-commerce, Logistics, Start-ups
Education
Amherst College 2004 — 2008
BA, Sociology
MICDS 1996 — 2004
Anthony Surber's Edward Jones Experience December 2007 - March 2011
Job CEO/LPL Financial Advisor at Cygnus Wealth Management
Industry Financial Services
Experience
Cygnus Wealth Management March 2011 - Present
Edward Jones December 2007 - March 2011
Stream International August 2005 - May 2007
Z57 Internet Solutions November 2002 - July 2005
Education
Anderson University 1997 — 2002
Cygnus Wealth Management March 2011 - Present
Edward Jones December 2007 - March 2011
Stream International August 2005 - May 2007
Z57 Internet Solutions November 2002 - July 2005
Education
Anderson University 1997 — 2002
Brian Kirshman, MBA's Edward Jones Experience 2007 - 2015
Job Financial Advisor Trainee at Edward Jones
Industry Financial Services
Experience
University of Phoenix September 2014 - June 2015
Edward Jones 2007 - 2015
University of Phoenix May 2013 - September 2014
Right Management January 2013 - May 2013
University of Phoenix August 2008 - August 2012
University of Phoenix August 2007 - August 2008
Bank of America June 2003 - August 2007
Allied Integrated Marketing January 2007 - July 2007
Skills
Customer Service, Word, Mentoring, Social Media, Coaching, Change Management, Motivation, Building Relationships, Multi Tasking, Social Networking, Microsoft Word, Higher Education, Student Affairs, Retaining Customers, Program Management, Marketing, Career Counseling, Management, Customer Retention, Leadership, Admissions, Leadership Development, Public Speaking
Education
University of Phoenix 2007 — 2009
Master of Business Administration
Arizona State University 2003 — 2007
Bachelor of Science, Interdisciplinary Studies
University of Phoenix September 2014 - June 2015
Edward Jones 2007 - 2015
University of Phoenix May 2013 - September 2014
Right Management January 2013 - May 2013
University of Phoenix August 2008 - August 2012
University of Phoenix August 2007 - August 2008
Bank of America June 2003 - August 2007
Allied Integrated Marketing January 2007 - July 2007
Skills
Customer Service, Word, Mentoring, Social Media, Coaching, Change Management, Motivation, Building Relationships, Multi Tasking, Social Networking, Microsoft Word, Higher Education, Student Affairs, Retaining Customers, Program Management, Marketing, Career Counseling, Management, Customer Retention, Leadership, Admissions, Leadership Development, Public Speaking
Education
University of Phoenix 2007 — 2009
Master of Business Administration
Arizona State University 2003 — 2007
Bachelor of Science, Interdisciplinary Studies
Brit Pullin's Edward Jones Experience 2000 - 2001
Job Network Engineer at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology Network EngineerWorld Wide TechnologyMarch 2012 - Present
Insight July 2010 - March 2012
Blue Ridge Unified School District November 2005 - July 2010
Calence January 2004 - November 2005
TEK Systems 2001 - 2002
Edward Jones 2000 - 2001
First Data Corporation 1998 - 2000
ACS Dataline 1997 - 1998
Skills
Cisco, Routers, Switches, CCNP, VPN, Routing, LAN/WAN, WAN, Cisco IOS, Troubleshooting, MPLS, Firewalls, OSPF, Network Engineering, BGP, TCP/IP, HP, Juniper, JUNOS, Cisco Technologies, LAN-WAN, Cisco Nexus, Network Architecture, Cisco Call Manager, ASA, Networking
Education
Arizona State University 2007 — 2011
MS, Information Technology
University of Phoenix 2004 — 2006
BS, Information Technology
World Wide Technology Network EngineerWorld Wide TechnologyMarch 2012 - Present
Insight July 2010 - March 2012
Blue Ridge Unified School District November 2005 - July 2010
Calence January 2004 - November 2005
TEK Systems 2001 - 2002
Edward Jones 2000 - 2001
First Data Corporation 1998 - 2000
ACS Dataline 1997 - 1998
Skills
Cisco, Routers, Switches, CCNP, VPN, Routing, LAN/WAN, WAN, Cisco IOS, Troubleshooting, MPLS, Firewalls, OSPF, Network Engineering, BGP, TCP/IP, HP, Juniper, JUNOS, Cisco Technologies, LAN-WAN, Cisco Nexus, Network Architecture, Cisco Call Manager, ASA, Networking
Education
Arizona State University 2007 — 2011
MS, Information Technology
University of Phoenix 2004 — 2006
BS, Information Technology
Vijay Devarajulu's Edward Jones Experience October 1995 - December 1996
Job Solutions Architect (Consulting) at Comcast
Industry Information Technology and Services
Experience
Catamaran February 2012 - January 2015
Independence Blue Cross June 2006 - January 2012
NJ AOC March 2004 - May 2006
HCL Technologies November 2002 - February 2004
DSQ Software January 1997 - September 2002
Edward Jones October 1995 - December 1996
Skills
Architecture, SOA, Web Services, J2EE, XML, XSD, EAI, ESB, Spring, Struts, Hibernate, Websphere, IBM Mainframe, AS400, MQ, Oracle, DB2, Software Project..., MS Project, Project Planning, Project Execution, Project Delivery, RAD, Rational XDE, UML, RUP, Java Enterprise Edition, SDLC, Application Architecture, Enterprise Software, Project Management, Requirements Analysis, Agile Methodologies, Requirements Gathering, IT Strategy, Data Modeling, Solution Architecture, Program Management, Data Warehousing, Integration, Systems Analysis, Architectures, Message Queue
Education
Annamalai University 1991 — 1995
Bachelor of Engineering, Electronics & Instrumentation
Catamaran February 2012 - January 2015
Independence Blue Cross June 2006 - January 2012
NJ AOC March 2004 - May 2006
HCL Technologies November 2002 - February 2004
DSQ Software January 1997 - September 2002
Edward Jones October 1995 - December 1996
Skills
Architecture, SOA, Web Services, J2EE, XML, XSD, EAI, ESB, Spring, Struts, Hibernate, Websphere, IBM Mainframe, AS400, MQ, Oracle, DB2, Software Project..., MS Project, Project Planning, Project Execution, Project Delivery, RAD, Rational XDE, UML, RUP, Java Enterprise Edition, SDLC, Application Architecture, Enterprise Software, Project Management, Requirements Analysis, Agile Methodologies, Requirements Gathering, IT Strategy, Data Modeling, Solution Architecture, Program Management, Data Warehousing, Integration, Systems Analysis, Architectures, Message Queue
Education
Annamalai University 1991 — 1995
Bachelor of Engineering, Electronics & Instrumentation
Christine (Chris) Trickey's Edward Jones Experience April 2009 - January 2011
Job Oncall BOA at Edward Jones
Industry Civil Engineering
Experience
Edward Jones April 2009 - January 2011
Farmer's Insurance 1991 - 2011
CLC Associates August 1994 - April 2008
AEI Consultants August 1993 - August 1994
GEI Consultants, Inc. September 1990 - February 1994
Lockheed Martin September 1970 - February 1975
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounts Receivable, Customer Service, Accounting, Marketing, Accounts Payable, Management, Administration, Construction Management, Payroll, Outlook
Education
Arapahoe Community College 2001 — 2006
AAS, Business Administration
Edward Jones April 2009 - January 2011
Farmer's Insurance 1991 - 2011
CLC Associates August 1994 - April 2008
AEI Consultants August 1993 - August 1994
GEI Consultants, Inc. September 1990 - February 1994
Lockheed Martin September 1970 - February 1975
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounts Receivable, Customer Service, Accounting, Marketing, Accounts Payable, Management, Administration, Construction Management, Payroll, Outlook
Education
Arapahoe Community College 2001 — 2006
AAS, Business Administration
Gina G. Houser's Edward Jones Experience September 1994 - October 1997
Job at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2008 - Present
AIG VALIC November 1999 - December 2008
First Union October 1997 - November 1999
Edward Jones September 1994 - October 1997
First Financial Savings Bank August 1989 - August 1994
Education
Appalachian State University 1980 — 1984
BS, Business Administration: Marketing, Management
Prudential Financial December 2008 - Present
AIG VALIC November 1999 - December 2008
First Union October 1997 - November 1999
Edward Jones September 1994 - October 1997
First Financial Savings Bank August 1989 - August 1994
Education
Appalachian State University 1980 — 1984
BS, Business Administration: Marketing, Management
Patti Kaufman's Edward Jones Experience March 2006 - June 2010
Job Manager at The UPS Store 1783
Industry Retail
Experience
The UPS Store 1783 August 2011 - Present
Edward Jones March 2006 - June 2010
Skills
Customer Service, Microsoft Office, Sales, Leadership, Project Management
Education
Arapahoe Community College 1975 — 1977
None, Marketing, Design
The UPS Store 1783 August 2011 - Present
Edward Jones March 2006 - June 2010
Skills
Customer Service, Microsoft Office, Sales, Leadership, Project Management
Education
Arapahoe Community College 1975 — 1977
None, Marketing, Design
Jim Fazio's Edward Jones Experience 2011 - Present
Job Financial Advisor at Edward Jones
Industry Capital Markets
Experience
Edward Jones 2011 - Present
Citibank 1992 - 1995
Skills
Equities, Securities, Options, Alternative Investments, Portfolio Management, Fixed Income, Trading, Asset Management, Financial Markets, Equity Trading, Capital Markets, Bloomberg, Accounting, Hedge Funds, Derivatives, Series 7, Proprietary Trading, ETFs
Education
Andrews University
Bachelor of Arts (BA), Economics and Finance
Blue Mountain Academy
Southern Methodist University
Edward Jones 2011 - Present
Citibank 1992 - 1995
Skills
Equities, Securities, Options, Alternative Investments, Portfolio Management, Fixed Income, Trading, Asset Management, Financial Markets, Equity Trading, Capital Markets, Bloomberg, Accounting, Hedge Funds, Derivatives, Series 7, Proprietary Trading, ETFs
Education
Andrews University
Bachelor of Arts (BA), Economics and Finance
Blue Mountain Academy
Southern Methodist University
Ann Louise Diamond's Edward Jones Experience Financial AdvisorPaineWebber1985 - 1994
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones Financial AdvisorPaineWebber1985 - 1994
Education
Andrews University
Edward Jones Financial AdvisorPaineWebber1985 - 1994
Education
Andrews University
Alan Woolever's Edward Jones Experience 2002 - 2005
Job Attorney and Shareholder at Gilmore & Bell, P.C.
Industry Law Practice
Experience
Gilmore & Bell, P.C. May 2007 - Present
H&R Block May 2006 - August 2006
Edward Jones 2002 - 2005
Honeywell Aerospace May 2001 - February 2002
Skills
Tax, Legal Research, Corporate Law, Tax Law, Due Diligence
Education
University of Missouri-Kansas City School of Law 2008 — 2008
LL.M., Taxation
University of Missouri-Kansas City School of Law 2005 — 2008
Juris Doctor
Arizona State University 1998 — 2002
Bachelor of Science, Finance
Gilmore & Bell, P.C. May 2007 - Present
H&R Block May 2006 - August 2006
Edward Jones 2002 - 2005
Honeywell Aerospace May 2001 - February 2002
Skills
Tax, Legal Research, Corporate Law, Tax Law, Due Diligence
Education
University of Missouri-Kansas City School of Law 2008 — 2008
LL.M., Taxation
University of Missouri-Kansas City School of Law 2005 — 2008
Juris Doctor
Arizona State University 1998 — 2002
Bachelor of Science, Finance
William (Will) Orr's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Edward Jones February 2015 - May 2015
ULTA Beauty September 2014 - February 2015
United States Marine Corps August 2008 - August 2014
United States Marine Corps 2nd Tank Battalion August 2007 - August 2008
United States Marine Corps Inspector-Instructor, C Co, 4th Tank Battalion February 2004 - August 2007
United States Marine Corps 1st Tank Battalion March 1999 - February 2004
United States Marine Corps Marine Security Guard Battalion December 1997 - March 1999
United States Marine Corps Marine Security Guard Battalion September 1996 - December 1997
United States Marine Corps 2nd Tank Battalion June 1993 - September 1996
Education
American Military University 2012 — 2015
Master of Arts (M.A.), Emergency and Disaster Management, GPA 4.0
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Arts (B.A.), Criminology, GPA 3.93
Federal Emergency Management Agency (FEMA); Emergency Management Institute 2008 — 2009
Certificate - Professional Development Series (PDS), Crisis/Emergency/Disaster Management, Pass
Marine Corps University 2008 — 2008
Senior Leadership Development Program, Organizational Leadership, 16 weeks in-residence
Marine Corps University 2003 — 2003
Mid-Management Leadership Program, Organizational Leadership, 8 weeks in-residence
U.S. Army Armor School 2000 — 2000
Mid-Management Technical Specialty Program, Organizational Leadership, 8-weeks in-residence
Edward Jones June 2015 - Present
Edward Jones February 2015 - May 2015
ULTA Beauty September 2014 - February 2015
United States Marine Corps August 2008 - August 2014
United States Marine Corps 2nd Tank Battalion August 2007 - August 2008
United States Marine Corps Inspector-Instructor, C Co, 4th Tank Battalion February 2004 - August 2007
United States Marine Corps 1st Tank Battalion March 1999 - February 2004
United States Marine Corps Marine Security Guard Battalion December 1997 - March 1999
United States Marine Corps Marine Security Guard Battalion September 1996 - December 1997
United States Marine Corps 2nd Tank Battalion June 1993 - September 1996
Education
American Military University 2012 — 2015
Master of Arts (M.A.), Emergency and Disaster Management, GPA 4.0
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Arts (B.A.), Criminology, GPA 3.93
Federal Emergency Management Agency (FEMA); Emergency Management Institute 2008 — 2009
Certificate - Professional Development Series (PDS), Crisis/Emergency/Disaster Management, Pass
Marine Corps University 2008 — 2008
Senior Leadership Development Program, Organizational Leadership, 16 weeks in-residence
Marine Corps University 2003 — 2003
Mid-Management Leadership Program, Organizational Leadership, 8 weeks in-residence
U.S. Army Armor School 2000 — 2000
Mid-Management Technical Specialty Program, Organizational Leadership, 8-weeks in-residence
Greg Wool's Edward Jones Experience June 2007 - May 2011
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Primerica October 2014 - Present
Wells Fargo Advisors, LLC. May 2011 - October 2014
Edward Jones June 2007 - May 2011
Gilford Securities August 2006 - June 2007
Skills
Portfolio Management, Life Insurance, Long-term Care, Strategic Planning, Mutual Funds, 401k, Disability Insurance, Team Building, Fixed Annuities, Marketing, Finance, IRAs, Loan Origination, Management, FHA, Leadership, Retirement Planning, Bonds, Sales, Public Speaking, Business Development, Tax, Small Business
Education
American University 2000 — 2003
BA, Political Science
Indiana University Bloomington 1998 — 2000
BA, Political Science
Primerica October 2014 - Present
Wells Fargo Advisors, LLC. May 2011 - October 2014
Edward Jones June 2007 - May 2011
Gilford Securities August 2006 - June 2007
Skills
Portfolio Management, Life Insurance, Long-term Care, Strategic Planning, Mutual Funds, 401k, Disability Insurance, Team Building, Fixed Annuities, Marketing, Finance, IRAs, Loan Origination, Management, FHA, Leadership, Retirement Planning, Bonds, Sales, Public Speaking, Business Development, Tax, Small Business
Education
American University 2000 — 2003
BA, Political Science
Indiana University Bloomington 1998 — 2000
BA, Political Science
Stephanie Marschall's Edward Jones Experience May 2009 - October 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2009 - October 2013
Marschall Irrigation, Inc. March 2006 - December 2010
Spansion 2004 - February 2009
AMD 1996 - 2004
Skills
JMP, Cross-functional Team..., Engineering, Manufacturing, Semiconductors, Strategy, Management, Data Analysis, SPC, Leadership, Process Engineering, Continuous Improvement, Process Improvement, Design of Experiments, Time Management
Education
The University of Texas at Austin 2000 — 2002
Master, Engineering Management
Angelo State University 1991 — 1995
Bachlor, Chemistry, Minor, Accounting and Spanish
Edward Jones May 2009 - October 2013
Marschall Irrigation, Inc. March 2006 - December 2010
Spansion 2004 - February 2009
AMD 1996 - 2004
Skills
JMP, Cross-functional Team..., Engineering, Manufacturing, Semiconductors, Strategy, Management, Data Analysis, SPC, Leadership, Process Engineering, Continuous Improvement, Process Improvement, Design of Experiments, Time Management
Education
The University of Texas at Austin 2000 — 2002
Master, Engineering Management
Angelo State University 1991 — 1995
Bachlor, Chemistry, Minor, Accounting and Spanish
Dwight Mathis's Edward Jones Experience 1998 - 2001
Job Market Executive Western Pennsylvania Market for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch 2008 - January 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Edward Jones 1998 - 2001
Buncombe County Schools 1994 - 1998
Skills
Business Development, Wealth Management, Financial Services, Strategy, Strategic Financial..., Program Management, Financial Modeling, Training, Leadership, Financial Analysis, Banking, Change Management, Sales, Finance, Management, Insurance, Strategic Partnerships, Investments, Management Consulting, Financial Planning, Team Building, Mutual Funds, Private Equity, Strategic Planning, Venture Capital, Cross-functional Team..., Staff Development, Mergers & Acquisitions, Business Strategy, Leadership Development, Relationship Management, Team Leadership, Risk Management
Education
Leadership Pittsburgh 2014 — 2015
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Appalachian State University 1990 — 1994
B.S, History, Education
ACR 1986 — 1990
Merrill Lynch February 2014 - Present
Merrill Lynch January 2011 - January 2014
Merrill Lynch 2008 - January 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Edward Jones 1998 - 2001
Buncombe County Schools 1994 - 1998
Skills
Business Development, Wealth Management, Financial Services, Strategy, Strategic Financial..., Program Management, Financial Modeling, Training, Leadership, Financial Analysis, Banking, Change Management, Sales, Finance, Management, Insurance, Strategic Partnerships, Investments, Management Consulting, Financial Planning, Team Building, Mutual Funds, Private Equity, Strategic Planning, Venture Capital, Cross-functional Team..., Staff Development, Mergers & Acquisitions, Business Strategy, Leadership Development, Relationship Management, Team Leadership, Risk Management
Education
Leadership Pittsburgh 2014 — 2015
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Appalachian State University 1990 — 1994
B.S, History, Education
ACR 1986 — 1990
Daniel (CCNA, Net+, Sec+, A+, CAPM, ITIL v3) Macintyre's Edward Jones Experience June 2001 - June 2002
Job Video Teleconference Technician at AECOM
Industry Information Technology and Services
Experience
AECOM March 2015 - Present
Bravo Company 1st Battalion 143rd Infantry (ABN) January 2014 - Present
Alaska Army National Guard January 2014 - January 2015
Illinois Air National Guard December 2003 - January 2014
URS Corporation September 2002 - January 2014
Edward Jones June 2001 - June 2002
Energy Billing 1999 - 2000
Skills
SQL, Troubleshooting, TCP/IP, Visio, Windows, Network Administration, Help Desk Support, Information Assurance, Security Clearance, DoD, Visual Basic for..., Visual Basic.NET, Visual C++.NET, C#, CCNA, Oracle Discoverer, Oracle SQL +, Comptia Security+..., CAPM, JAVA, HTML, XHTML, CSS, Computer Science, Web Development, Databases, Database Administration, Excel, ITIL, A+ Certified, Microsoft Office, CompTIA Network+..., .NET, Visual C++, Visual Basic, VB.NET, Network Security, Networking, Switches, Security+, Information Technology, BMC Remedy, Cisco Technologies, Access, Video Teleconferencing, Project Management, c/c++, Unix, Software Development, Computer Hardware
Education
Oklahoma State University 1991 — 1993
Bachelor of Science (B.S.), Physics, GPA 3.21
Southwestern Illinois College 2007 — 2008
Associate of Science (A.S.), Computer and Information Sciences, General, 4.0
American Sentinel University, Birmingham 2006 — 2008
coursework towards Masters of Science, Computer Science, gpa 3.71
The University of Texas at San Antonio 1988 — 1991
Physics
AECOM March 2015 - Present
Bravo Company 1st Battalion 143rd Infantry (ABN) January 2014 - Present
Alaska Army National Guard January 2014 - January 2015
Illinois Air National Guard December 2003 - January 2014
URS Corporation September 2002 - January 2014
Edward Jones June 2001 - June 2002
Energy Billing 1999 - 2000
Skills
SQL, Troubleshooting, TCP/IP, Visio, Windows, Network Administration, Help Desk Support, Information Assurance, Security Clearance, DoD, Visual Basic for..., Visual Basic.NET, Visual C++.NET, C#, CCNA, Oracle Discoverer, Oracle SQL +, Comptia Security+..., CAPM, JAVA, HTML, XHTML, CSS, Computer Science, Web Development, Databases, Database Administration, Excel, ITIL, A+ Certified, Microsoft Office, CompTIA Network+..., .NET, Visual C++, Visual Basic, VB.NET, Network Security, Networking, Switches, Security+, Information Technology, BMC Remedy, Cisco Technologies, Access, Video Teleconferencing, Project Management, c/c++, Unix, Software Development, Computer Hardware
Education
Oklahoma State University 1991 — 1993
Bachelor of Science (B.S.), Physics, GPA 3.21
Southwestern Illinois College 2007 — 2008
Associate of Science (A.S.), Computer and Information Sciences, General, 4.0
American Sentinel University, Birmingham 2006 — 2008
coursework towards Masters of Science, Computer Science, gpa 3.71
The University of Texas at San Antonio 1988 — 1991
Physics
Anne Sailer, CRPC®'s Edward Jones Experience May 2003 - May 2004
Job Senior Implementation Specialist, Wealth Management at USAA
Industry Financial Services
Alton Buzzell's Edward Jones Experience December 2012 - October 2013
Job Financial Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - September 2015
Edward Jones December 2012 - October 2013
United States Army July 2004 - January 2013
Skills
Investments, Finance, Series 7, Team Building, Program Management, Retirement Planning, Financial Services, Mutual Funds, Leadership, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, ETFs, REIT, BDCs, Alternative Investments, Microsoft Office, Public Speaking
Education
Northeastern University 2015 — 2017
Master's Degree, Sports Leadership
American Military University 2010 — 2015
Bachelor's Degree, Homeland Security
Brewer High School 2000 — 2004
High School
Ameriprise Financial Services, Inc. January 2014 - September 2015
Edward Jones December 2012 - October 2013
United States Army July 2004 - January 2013
Skills
Investments, Finance, Series 7, Team Building, Program Management, Retirement Planning, Financial Services, Mutual Funds, Leadership, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, ETFs, REIT, BDCs, Alternative Investments, Microsoft Office, Public Speaking
Education
Northeastern University 2015 — 2017
Master's Degree, Sports Leadership
American Military University 2010 — 2015
Bachelor's Degree, Homeland Security
Brewer High School 2000 — 2004
High School
Jeremy Krueger's Edward Jones Experience December 2007 - August 2008
Job Route Sales
Industry Logistics and Supply Chain
Experience
FRITO LAY July 2015 - Present
Office Depot November 2009 - December 2014
AXA Advisors November 2008 - November 2009
Edward Jones December 2007 - August 2008
OfficeMax December 1999 - August 2007
Circuit City January 1996 - December 1999
Skills
Investments, Finance, Sales, Retail, Sales Management, Cold Calling, Merchandising, Customer Service, Inventory Management, Team Building, Marketing, Hiring, Recruiting, Training, Time Management, Coaching, Building Relationships, Operations Management, People Development, Employee Training, Solution Selling, Retirement, Profit, Management, New Business Development, Loss Prevention, Store Operations, Inventory Control, Leadership, Store Management, Visual Merchandising, Retail Sales, Big Box, Driving Results, New Store Openings, Customer Satisfaction, Customer Retention, Customer Experience, Planograms, Sales Operations, Shrinkage, Strategic Planning, Performance Management, Succession Planning, Marketing Strategy, Team Leadership, Strategy, Microsoft Office, P
Education
Anoka Senior High School 1992 — 1995
High School Diploma
Anoka Ramsey Community College
Associate of Arts (A.A.), General Studies
University of Minnesota-Twin Cities
Bachelor's degree, History
FRITO LAY July 2015 - Present
Office Depot November 2009 - December 2014
AXA Advisors November 2008 - November 2009
Edward Jones December 2007 - August 2008
OfficeMax December 1999 - August 2007
Circuit City January 1996 - December 1999
Skills
Investments, Finance, Sales, Retail, Sales Management, Cold Calling, Merchandising, Customer Service, Inventory Management, Team Building, Marketing, Hiring, Recruiting, Training, Time Management, Coaching, Building Relationships, Operations Management, People Development, Employee Training, Solution Selling, Retirement, Profit, Management, New Business Development, Loss Prevention, Store Operations, Inventory Control, Leadership, Store Management, Visual Merchandising, Retail Sales, Big Box, Driving Results, New Store Openings, Customer Satisfaction, Customer Retention, Customer Experience, Planograms, Sales Operations, Shrinkage, Strategic Planning, Performance Management, Succession Planning, Marketing Strategy, Team Leadership, Strategy, Microsoft Office, P
Education
Anoka Senior High School 1992 — 1995
High School Diploma
Anoka Ramsey Community College
Associate of Arts (A.A.), General Studies
University of Minnesota-Twin Cities
Bachelor's degree, History
Chris Liggins's Edward Jones Experience November 2014 - May 2015
Job Financial Sales Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2015 - Present
Edward Jones November 2014 - May 2015
Enterprise Rent-A-Car November 2013 - November 2014
Verizon Wireless March 2007 - September 2013
Verizon Wireless January 2010 - January 2011
DriveTime August 2006 - December 2006
DriveTime May 2006 - August 2006
Skills
Interviews, Customer Service, Wireless, Direct Sales, Sales Operations, Customer Satisfaction, Sales, Customer Retention, Management, Leadership, Coaching, Recruiting, Training, Telecommunications, Solution Selling, Mobile Devices, Sales Process, Cold Calling, Account Management, Sales Management, Cellular Communications, Call Centers, Internet Recruiting, Digital Marketing, Risk Management, Public Speaking, Relationship Building, Needs Assessment, Microsoft Office, Social Networking, Marketing
Education
Arizona State University 2002 — 2006
Bachelors in Interdisciplinary Studies, Business Managment, with a Minor in Mass Communications and Tourism Management
Arizona State University 2002 — 2006
Bachelor's degree, Business Management and Mass Communications
Allstate Financial Services, LLC April 2015 - Present
Edward Jones November 2014 - May 2015
Enterprise Rent-A-Car November 2013 - November 2014
Verizon Wireless March 2007 - September 2013
Verizon Wireless January 2010 - January 2011
DriveTime August 2006 - December 2006
DriveTime May 2006 - August 2006
Skills
Interviews, Customer Service, Wireless, Direct Sales, Sales Operations, Customer Satisfaction, Sales, Customer Retention, Management, Leadership, Coaching, Recruiting, Training, Telecommunications, Solution Selling, Mobile Devices, Sales Process, Cold Calling, Account Management, Sales Management, Cellular Communications, Call Centers, Internet Recruiting, Digital Marketing, Risk Management, Public Speaking, Relationship Building, Needs Assessment, Microsoft Office, Social Networking, Marketing
Education
Arizona State University 2002 — 2006
Bachelors in Interdisciplinary Studies, Business Managment, with a Minor in Mass Communications and Tourism Management
Arizona State University 2002 — 2006
Bachelor's degree, Business Management and Mass Communications
Rich Wadsworth's Edward Jones Experience January 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2009 - Present
Foremost Insurance July 1990 - January 2009
Skills
Investments, Series 7, Insurance, Sales Management, Customer Service, Sales Operations, Financial Planning, Customer Relations
Education
Aquinas College 1981 — 1983
BSBA, Business/Marketing/Communication
GRJC
Associate of Arts (A.A.), Business Administration and Management, General
Edward Jones January 2009 - Present
Foremost Insurance July 1990 - January 2009
Skills
Investments, Series 7, Insurance, Sales Management, Customer Service, Sales Operations, Financial Planning, Customer Relations
Education
Aquinas College 1981 — 1983
BSBA, Business/Marketing/Communication
GRJC
Associate of Arts (A.A.), Business Administration and Management, General
Chad C Hayward's Edward Jones Experience April 2001 - October 2004
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James October 2004 - Present
Edward Jones April 2001 - October 2004
Charles Schwab August 1999 - April 2001
Skills
Investment Management, Retirement Planning, Risk Management, Education Planning, Business Succession...
Education
Anderson University 1989 — 1993
Bachelor of Arts, Sociology; Administration of Criminal Justice
Raymond James October 2004 - Present
Edward Jones April 2001 - October 2004
Charles Schwab August 1999 - April 2001
Skills
Investment Management, Retirement Planning, Risk Management, Education Planning, Business Succession...
Education
Anderson University 1989 — 1993
Bachelor of Arts, Sociology; Administration of Criminal Justice
Seth Howard's Edward Jones Experience August 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Joy Whitlatch's State Farm Agency July 2010 - August 2012
Family Heritage January 2009 - July 2010
Southwestern Company March 2005 - September 2008
Skills
Direct Sales, Sales Process, Sales Presentations, Banking, Small Business..., Life Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Long Term Care Insurance, 401k, Mutual Funds, Retirement, Term Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Small Business, Long-term Care, Insurance, Sales
Education
Appalachian State University 2004 — 2008
Bachelor of Science (B.S.), Economics and Computer Information Systems
Edward Jones August 2012 - Present
Joy Whitlatch's State Farm Agency July 2010 - August 2012
Family Heritage January 2009 - July 2010
Southwestern Company March 2005 - September 2008
Skills
Direct Sales, Sales Process, Sales Presentations, Banking, Small Business..., Life Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Long Term Care Insurance, 401k, Mutual Funds, Retirement, Term Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Small Business, Long-term Care, Insurance, Sales
Education
Appalachian State University 2004 — 2008
Bachelor of Science (B.S.), Economics and Computer Information Systems
Danny Sallee's Edward Jones Experience January 2014 - Present
Job Senior Investment Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Edward Jones June 2013 - January 2014
Edward Jones January 2013 - June 2013
University of Phoenix December 2011 - January 2013
Apollo Group April 2011 - December 2011
University of Phoenix May 2010 - April 2011
REI September 2009 - May 2010
Phoenix Suns May 2008 - May 2009
Arizona State University August 2007 - May 2009
Smith Barney February 2003 - May 2007
Skills
Financial Analysis, Accounting, Finance, Financial Modeling, Banking, Microsoft Excel, Business Analysis, Investments, CRM, Customer Service, Microsoft Office, Equities, Risk Management, Microsoft Word, Credit, Strategic Planning, PowerPoint, Process Improvement, Forecasting, Revenue Forecasting, Financial Forecasting, Revenue Analysis, Cost Benefit, Target Costing, Risk Analysis, Asset Allocation, Mutual Funds
Education
Arizona State University 2007 — 2009
Master of Business Administration (MBA), Sports Business
The University of New Mexico 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Edward Jones January 2014 - Present
Edward Jones June 2013 - January 2014
Edward Jones January 2013 - June 2013
University of Phoenix December 2011 - January 2013
Apollo Group April 2011 - December 2011
University of Phoenix May 2010 - April 2011
REI September 2009 - May 2010
Phoenix Suns May 2008 - May 2009
Arizona State University August 2007 - May 2009
Smith Barney February 2003 - May 2007
Skills
Financial Analysis, Accounting, Finance, Financial Modeling, Banking, Microsoft Excel, Business Analysis, Investments, CRM, Customer Service, Microsoft Office, Equities, Risk Management, Microsoft Word, Credit, Strategic Planning, PowerPoint, Process Improvement, Forecasting, Revenue Forecasting, Financial Forecasting, Revenue Analysis, Cost Benefit, Target Costing, Risk Analysis, Asset Allocation, Mutual Funds
Education
Arizona State University 2007 — 2009
Master of Business Administration (MBA), Sports Business
The University of New Mexico 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Al Kraus's Edward Jones Experience April 2012 - Present
Job Team Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Edward Jones February 2010 - March 2012
American Express September 2008 - September 2009
Upscale Architectural Models August 2007 - June 2008
Maintenance Mart February 2003 - March 2008
Skills
Project Management, Customer Service, Training, Time Management, Process Improvement, Analysis, Business Analysis, Leadership, Microsoft Excel, Strategic Planning, Coaching, Series 7, Retirement, Staff Development, Business Planning, Performance Management, Strategy, Team Building
Education
Arizona State University 2006 — 2008
B.S., Political Science
Edward Jones April 2012 - Present
Edward Jones February 2010 - March 2012
American Express September 2008 - September 2009
Upscale Architectural Models August 2007 - June 2008
Maintenance Mart February 2003 - March 2008
Skills
Project Management, Customer Service, Training, Time Management, Process Improvement, Analysis, Business Analysis, Leadership, Microsoft Excel, Strategic Planning, Coaching, Series 7, Retirement, Staff Development, Business Planning, Performance Management, Strategy, Team Building
Education
Arizona State University 2006 — 2008
B.S., Political Science
Tim Kashino's Edward Jones Experience December 2013 - Present
Job Senior Security Operations Specialist at Edward Jones
Industry Facilities Services
Experience
Edward Jones December 2013 - Present
Cadenilla Eskrima Group January 2006 - Present
U.S. Naval Base Guam, Security Department October 2010 - August 2013
ISN Corporation December 2012 - December 2012
Maritime Expeditionary Security Squadron Seven, Detachment Delta, Guam October 2007 - September 2010
U.S. Naval Air Station SIgonella, Sicily September 2003 - September 2007
U.S. Central Command Protective Services Detachment (Forward), Camp As Sayliah, Qatar March 2005 - October 2005
USS Constellation CV-64, San Diego CA March 2001 - August 2003
U.S. European Command Protective Services Detachment, Stuttgart, Germany January 1996 - May 2000
Fort Gordon Military Police Company, Fort Gordon, GA July 1994 - December 1995
Skills
Firearms, Military, Security Management, Equal Opportunities, Risk Management, Training, Personal Protection, Weapons, Physical Security, Counterterrorism, Tactics, Self Defense, Security Clearance, National Security, Intelligence, Navy, Military Operations, Crisis Management, Emergency Management, Force Protection, Military Experience, Surveillance, Enforcement, Command, Combatives and..., Military Training, Defense, Security, Program Management, Security Operations, Personal Security, Executive Protection, Public Safety, Security Training, Private Investigations, Patrol, Law Enforcement..., Leadership, Instructor-led Training, Exercises, Risk Assessment, Weapons Handling, Small Arms, Corporate Security, Close Protection, Policy, Protection, Martial Arts, Combatives, Small Unit Leadership
Education
American Military University 2010 — 2013
Bachelor of Arts, Intelligence Studies, 3.8 GPA
American Public University System 2007 — 2009
Upper-level Undergraduate Certificate, Terrorism Studies
American Public University System 2003 — 2007
Assocites Degree, General Studies with concentration in Counter-Terrorism Fundamentals, 3.87 GPA
NRA Instructor Course
NRA Instructor Course
Edward Jones December 2013 - Present
Cadenilla Eskrima Group January 2006 - Present
U.S. Naval Base Guam, Security Department October 2010 - August 2013
ISN Corporation December 2012 - December 2012
Maritime Expeditionary Security Squadron Seven, Detachment Delta, Guam October 2007 - September 2010
U.S. Naval Air Station SIgonella, Sicily September 2003 - September 2007
U.S. Central Command Protective Services Detachment (Forward), Camp As Sayliah, Qatar March 2005 - October 2005
USS Constellation CV-64, San Diego CA March 2001 - August 2003
U.S. European Command Protective Services Detachment, Stuttgart, Germany January 1996 - May 2000
Fort Gordon Military Police Company, Fort Gordon, GA July 1994 - December 1995
Skills
Firearms, Military, Security Management, Equal Opportunities, Risk Management, Training, Personal Protection, Weapons, Physical Security, Counterterrorism, Tactics, Self Defense, Security Clearance, National Security, Intelligence, Navy, Military Operations, Crisis Management, Emergency Management, Force Protection, Military Experience, Surveillance, Enforcement, Command, Combatives and..., Military Training, Defense, Security, Program Management, Security Operations, Personal Security, Executive Protection, Public Safety, Security Training, Private Investigations, Patrol, Law Enforcement..., Leadership, Instructor-led Training, Exercises, Risk Assessment, Weapons Handling, Small Arms, Corporate Security, Close Protection, Policy, Protection, Martial Arts, Combatives, Small Unit Leadership
Education
American Military University 2010 — 2013
Bachelor of Arts, Intelligence Studies, 3.8 GPA
American Public University System 2007 — 2009
Upper-level Undergraduate Certificate, Terrorism Studies
American Public University System 2003 — 2007
Assocites Degree, General Studies with concentration in Counter-Terrorism Fundamentals, 3.87 GPA
NRA Instructor Course
NRA Instructor Course
Sangeetha Manvi's Edward Jones Experience January 2008 - May 2008
Job Senior Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2011 - Present
Deutsche Bank March 2009 - March 2010
Edward Jones January 2008 - May 2008
Skills
Finance, Business Analysis, Business Strategy, Fixed Income, Options, Foreign Exchange, Prime Brokerage, Mutual Funds, Investment Banking, Derivatives, ISDA, Equities, Valuation, Financial Analysis, FX Options, Asset Management, Economics, Analysis, Financial Risk, Settlement
Education
American International College 2009 — 2010
MBA, International Business
Mary Washington College 2004 — 2008
BS with Honors Double Major in Economics and Business Administration
Deutsche Bank February 2011 - Present
Deutsche Bank March 2009 - March 2010
Edward Jones January 2008 - May 2008
Skills
Finance, Business Analysis, Business Strategy, Fixed Income, Options, Foreign Exchange, Prime Brokerage, Mutual Funds, Investment Banking, Derivatives, ISDA, Equities, Valuation, Financial Analysis, FX Options, Asset Management, Economics, Analysis, Financial Risk, Settlement
Education
American International College 2009 — 2010
MBA, International Business
Mary Washington College 2004 — 2008
BS with Honors Double Major in Economics and Business Administration
Tim Rice's Edward Jones Experience November 2007 - October 2013
Job Senior Systems Engineer Security Expert
Industry Information Technology and Services
Experience
Magic Leap, Inc. November 2014 - Present
Centene Corporation October 2013 - Present
Confidus 2001 - Present
Edward Jones November 2007 - October 2013
True Call International January 2006 - March 2011
State Farm October 2004 - October 2006
US Navy March 1992 - March 2000
Skills
Linux, Avaya Aura Experience..., Red Hat Linux, Avaya Dialog Designer, Information Security, Avaya AES, Network Security, VMware ESX, Virtualization, PCI DSS, Network Architecture, Project Management, Telecommunications, VoIP protocols SIP, SDLC, Requirements Analysis, Software Development, Avaya Control Manager, Enterprise Network..., Ethical Hacking, MySQL, MySQL Cluster, System Administration, Storage, Apache, Snort, Tripwire, Nessus, Metasploit, SAINT, OpenVAS, Nmap, Iptables, Bind, Bash, PHP, IVR, CTI, JTAPI, Asterisk, Nuance, LDAP, Active Directory, Zimbra, Microsoft Exchange, SQL, Process Improvement, Business Analysis, Unix, Requirements Gathering
Education
American InterContinental University 2002 — 2003
Associate's Degree, Associate of Arts in Business Administration Degree, 4.0
Magic Leap, Inc. November 2014 - Present
Centene Corporation October 2013 - Present
Confidus 2001 - Present
Edward Jones November 2007 - October 2013
True Call International January 2006 - March 2011
State Farm October 2004 - October 2006
US Navy March 1992 - March 2000
Skills
Linux, Avaya Aura Experience..., Red Hat Linux, Avaya Dialog Designer, Information Security, Avaya AES, Network Security, VMware ESX, Virtualization, PCI DSS, Network Architecture, Project Management, Telecommunications, VoIP protocols SIP, SDLC, Requirements Analysis, Software Development, Avaya Control Manager, Enterprise Network..., Ethical Hacking, MySQL, MySQL Cluster, System Administration, Storage, Apache, Snort, Tripwire, Nessus, Metasploit, SAINT, OpenVAS, Nmap, Iptables, Bind, Bash, PHP, IVR, CTI, JTAPI, Asterisk, Nuance, LDAP, Active Directory, Zimbra, Microsoft Exchange, SQL, Process Improvement, Business Analysis, Unix, Requirements Gathering
Education
American InterContinental University 2002 — 2003
Associate's Degree, Associate of Arts in Business Administration Degree, 4.0
Brian Hawley's Edward Jones Experience September 2011 - Present
Job Security Engineer at Edward Jones
Industry Computer Software
Experience
Edward Jones September 2011 - Present
Flexible Display Center at ASU May 2010 - September 2011
Mesa Community College July 2006 - May 2010
Education
Arizona State University 2006 — 2010
BSE, Computer Systems Engineering
Edward Jones September 2011 - Present
Flexible Display Center at ASU May 2010 - September 2011
Mesa Community College July 2006 - May 2010
Education
Arizona State University 2006 — 2010
BSE, Computer Systems Engineering
Patrick Elmore's Edward Jones Experience June 1994 - August 2000
Job Financial Consultant, Wealth Manager
Industry Financial Services
Experience
Elmore Financial Group, Inc. September 2000 - Present
Raymond James Financial Services January 2001 - Present
Edward Jones June 1994 - August 2000
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial...
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS)
Elmore Financial Group, Inc. September 2000 - Present
Raymond James Financial Services January 2001 - Present
Edward Jones June 1994 - August 2000
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial...
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS)
Robert Lynne Hufmann's Edward Jones Experience September 2010 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2010 - Present
Skills
Insurance, Saving for Education, 401k Rollovers, Uniform Combined State..., Strategic Planning, College Savings Plans, 529 Plans, Retirement Planning, Customer Service, Series 7, Sales, AAMS
Education
Appalachian State University
Criminal Justice/Psychology
Lenoir-Rhyne College
Masters degree, Counseling Psychology
Edward Jones September 2010 - Present
Skills
Insurance, Saving for Education, 401k Rollovers, Uniform Combined State..., Strategic Planning, College Savings Plans, 529 Plans, Retirement Planning, Customer Service, Series 7, Sales, AAMS
Education
Appalachian State University
Criminal Justice/Psychology
Lenoir-Rhyne College
Masters degree, Counseling Psychology
Sireesha Challagalla's Edward Jones Experience February 2012 - September 2012
Job Java Developer at Lockheed Martin
Industry
Experience
Lockheed Martin October 2012 - Present
Edward Jones February 2012 - September 2012
Cognizant January 2009 - May 2011
Skills
Java, Java Enterprise Edition, XML, SQL, JavaScript, Core Java, JSP, Web Services, Oracle, PL/SQL, Requirements Analysis, Spring Framework, Microsoft SQL Server, Agile Methodologies, Servlets
Education
Andhra University
Master of Computer Applications (MCA)
Lockheed Martin October 2012 - Present
Edward Jones February 2012 - September 2012
Cognizant January 2009 - May 2011
Skills
Java, Java Enterprise Edition, XML, SQL, JavaScript, Core Java, JSP, Web Services, Oracle, PL/SQL, Requirements Analysis, Spring Framework, Microsoft SQL Server, Agile Methodologies, Servlets
Education
Andhra University
Master of Computer Applications (MCA)
Deirdra Barron's Edward Jones Experience 2003 - 2005
Job
Industry
Experience
Edward Jones 2003 - 2005
Education
American University 1971 — 1974
Master of Science (MS), Statistics
Tulane University 1967 — 1971
Bachelor of Science (BS), Mathematics
Edward Jones 2003 - 2005
Education
American University 1971 — 1974
Master of Science (MS), Statistics
Tulane University 1967 — 1971
Bachelor of Science (BS), Mathematics
Mike Ariel's Edward Jones Experience July 2015 - Present
Job Academic Training Leader at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2015 - Present
Skills
Customer Service, Training Facilitation, SharePoint..., Mutual Funds, Instructional Design, Quality Assurance, Training, Coaching, Process Improvement, Public Speaking, Curriculum Development, Retirement, Microsoft Excel, Microsoft Office, SnagIt, Team Building, Project Management, Management, Leadership, Investments, Analysis, Business Analysis, Financial Services
Education
Arizona State University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Edward Jones July 2015 - Present
Skills
Customer Service, Training Facilitation, SharePoint..., Mutual Funds, Instructional Design, Quality Assurance, Training, Coaching, Process Improvement, Public Speaking, Curriculum Development, Retirement, Microsoft Excel, Microsoft Office, SnagIt, Team Building, Project Management, Management, Leadership, Investments, Analysis, Business Analysis, Financial Services
Education
Arizona State University 2001 — 2005
Bachelor of Science (B.S.), Marketing
Albert Hiteman's Edward Jones Experience June 2014 - August 2014
Job Trading Intern at Edward Jones
Industry
Experience
Edward Jones June 2014 - August 2014
Edward Jones January 2013 - May 2013
Skills
Security, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Trading, Securities
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Finance, Minor in Econmics
Saint John's University 2011 — 2012
Economics
Edward Jones June 2014 - August 2014
Edward Jones January 2013 - May 2013
Skills
Security, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Trading, Securities
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Finance, Minor in Econmics
Saint John's University 2011 — 2012
Economics
Sarah McAnaw's Edward Jones Experience 2010 - 2013
Job Community Fundraising Coordinator at U.S. Fund for UNICEF
Industry International Affairs
Experience
Edward Jones 2010 - 2013
Earth Day Network February 2011 - April 2011
Skills
International Relations, International..., Research, French, NGOs, Qualitative Research, Capacity Building, Community Outreach, Nonprofits, Fundraising, Public Speaking, Budgets, Biology
Education
American University 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies
University of Haifa 2012 — 2012
Edward Jones 2010 - 2013
Earth Day Network February 2011 - April 2011
Skills
International Relations, International..., Research, French, NGOs, Qualitative Research, Capacity Building, Community Outreach, Nonprofits, Fundraising, Public Speaking, Budgets, Biology
Education
American University 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies
University of Haifa 2012 — 2012
Powell, Nancy M Powell's Edward Jones Experience 2001 - 2006
Job Administrative Asst. at Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2011 - Present
Fujitec America Inc April 2006 - March 2011
Fujitec America Inc 2006 - 2011
Edward Jones 2001 - 2006
Raymond James Financial Inc. 2000 - 2001
Education
Angelo State University
Collin County Community College
Fannie Mae March 2011 - Present
Fujitec America Inc April 2006 - March 2011
Fujitec America Inc 2006 - 2011
Edward Jones 2001 - 2006
Raymond James Financial Inc. 2000 - 2001
Education
Angelo State University
Collin County Community College
Tilley Ryan's Edward Jones Experience August 2012 - Present
Job Financial Adviser at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
US Navy October 2007 - May 2012
Education
Campbell University 2011 — 2012
Environmental Science
American Public University System 2009 — 2012
Edward Jones August 2012 - Present
US Navy October 2007 - May 2012
Education
Campbell University 2011 — 2012
Environmental Science
American Public University System 2009 — 2012
Alexandra Corvino's Edward Jones Experience June 2012 - August 2012
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Mutual Funds, PowerPoint, Time Management, Customer Service
Education
Arizona State University 2009 — 2013
BS, Finance, General
Arizona State University 2009 — 2013
Minor, Spanish
Arizona State University 2009 — 2013
Minor, Film/Media Production
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Mutual Funds, PowerPoint, Time Management, Customer Service
Education
Arizona State University 2009 — 2013
BS, Finance, General
Arizona State University 2009 — 2013
Minor, Spanish
Arizona State University 2009 — 2013
Minor, Film/Media Production
Adam Gramze's Edward Jones Experience November 2005 - Present
Job Workflow Coordinator ACAT Transfers at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2005 - Present
Education
Arizona State University
Edward Jones November 2005 - Present
Education
Arizona State University
Stacy Rotman's Edward Jones Experience July 2013 - Present
Job Reconciliation Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Auditec Solutions, Inc. September 2008 - July 2013
Countrywide Home Loans October 2003 - August 2008
Ross Stores, Inc. August 2003 - October 2003
Skills
Microsoft Office, AS400 system, Lotus Notes, Typing, Customer Service, Research, Auditing, Data Entry, Filing, Appointment Scheduling, Phone Etiquette, FoxPro
Education
California State University, Bakersfield 2005 — 2007
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Antelope Valley College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Edward Jones July 2013 - Present
Auditec Solutions, Inc. September 2008 - July 2013
Countrywide Home Loans October 2003 - August 2008
Ross Stores, Inc. August 2003 - October 2003
Skills
Microsoft Office, AS400 system, Lotus Notes, Typing, Customer Service, Research, Auditing, Data Entry, Filing, Appointment Scheduling, Phone Etiquette, FoxPro
Education
California State University, Bakersfield 2005 — 2007
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Antelope Valley College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Paul Gimple's Edward Jones Experience September 2013 - Present
Job Operations Security Specialist at Edward Jones
Industry Security and Investigations
Experience
Edward Jones September 2013 - Present
Whelan Security October 2011 - September 2013
U.S. Coast Guard November 2005 - February 2011
Skills
Access Control, CCTV, Alarm Systems, Physical Security, Surveillance, Security Operations, Security Management, Security Training, IP Cameras, Security, Fire Alarm, Intrusion Detection, Life Safety
Education
American Public University System 2011 — 2014
Edward Jones September 2013 - Present
Whelan Security October 2011 - September 2013
U.S. Coast Guard November 2005 - February 2011
Skills
Access Control, CCTV, Alarm Systems, Physical Security, Surveillance, Security Operations, Security Management, Security Training, IP Cameras, Security, Fire Alarm, Intrusion Detection, Life Safety
Education
American Public University System 2011 — 2014
Adam Gramze's Edward Jones Experience December 2014 - Present
Job Leadership Development Associate at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Edward Jones November 2005 - Present
Skills
Customer Service, Time Management, Microsoft Office
Education
Arizona State University
Edward Jones December 2014 - Present
Edward Jones November 2005 - Present
Skills
Customer Service, Time Management, Microsoft Office
Education
Arizona State University
Keisha Shell's Edward Jones Experience April 2000 - Present
Job Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2000 - Present
Education
Appalachian State University
Edward Jones April 2000 - Present
Education
Appalachian State University
Elizabeth Meusel's Edward Jones Experience September 2000 - September 2002
Job Accounting Coordinator at HB Properties Management
Industry Restaurants
Experience
HB Properties Management October 2002 - Present
Landmark Construction Co. September 1996 - Present
Edward Jones September 2000 - September 2002
Petals Floral Gifts and More January 2000 - October 2000
Education
University of Maryland University College 2010 — 2013
Bachelors of Science, Homeland Security, Business
Anne Arundel Community College 1985 — 2010
Associate's Degree, General Studies
HB Properties Management October 2002 - Present
Landmark Construction Co. September 1996 - Present
Edward Jones September 2000 - September 2002
Petals Floral Gifts and More January 2000 - October 2000
Education
University of Maryland University College 2010 — 2013
Bachelors of Science, Homeland Security, Business
Anne Arundel Community College 1985 — 2010
Associate's Degree, General Studies
Jennifer Sosa's Edward Jones Experience May 1996 - June 2002
Job Area Manager at PromoWorks
Industry Marketing and Advertising
Experience
PromoWorks/Crossmark March 2006 - February 2014
Demo Pro January 2004 - February 2006
Trek Alliance/Liquidity International July 2002 - May 2003
Edward Jones May 1996 - June 2002
Skills
Project Management, Critical Thinking, Problem Solving, Organization, Time Management, Communication Skills, Team Management, Training, Recruiting, Employee Engagement, Job Scheduling, Microsoft Excel
Education
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
PromoWorks/Crossmark March 2006 - February 2014
Demo Pro January 2004 - February 2006
Trek Alliance/Liquidity International July 2002 - May 2003
Edward Jones May 1996 - June 2002
Skills
Project Management, Critical Thinking, Problem Solving, Organization, Time Management, Communication Skills, Team Management, Training, Recruiting, Employee Engagement, Job Scheduling, Microsoft Excel
Education
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jill Clay's Edward Jones Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
iAB Financial Bank October 2014 - Present
It Works Global August 2014 - Present
Edward Jones 2013 - 2014
Education
Anderson University 1987 — 1991
Bachelor's degree, Communication Broadcasting
iAB Financial Bank October 2014 - Present
It Works Global August 2014 - Present
Edward Jones 2013 - 2014
Education
Anderson University 1987 — 1991
Bachelor's degree, Communication Broadcasting
Azucena Beltrán's Edward Jones Experience February 2015 - Present
Job Client Service Specialist at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2015 - Present
Edward Jones December 2012 - February 2015
Wells Fargo July 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Investments, Education Savings, Sales, Spanish, Teamwork, Mutual Funds, Stocks, Retirement Planning
Education
Arizona State University 2009 — 2012
Edward Jones February 2015 - Present
Edward Jones December 2012 - February 2015
Wells Fargo July 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Investments, Education Savings, Sales, Spanish, Teamwork, Mutual Funds, Stocks, Retirement Planning
Education
Arizona State University 2009 — 2012
Dave Everson's Edward Jones Experience July 2014 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2014 - Present
United States Air Force July 1993 - September 2014
Skills
University of Nebraska..., Business Management, Customer Service, Command & Control, Resource Protection, Leadership, Project Management, Program Management
Education
American Military University 2008 — 2010
Master of Arts (M.A.), Business Administration and Management, General
Wayland Baptist University 2000 — 2003
Bachelor of Science (B.S.), Information Systems Technology
Community College of the Air Force 1993 — 1997
Associate of Science (A.S.), Management Information Systems, General
Edward Jones July 2014 - Present
United States Air Force July 1993 - September 2014
Skills
University of Nebraska..., Business Management, Customer Service, Command & Control, Resource Protection, Leadership, Project Management, Program Management
Education
American Military University 2008 — 2010
Master of Arts (M.A.), Business Administration and Management, General
Wayland Baptist University 2000 — 2003
Bachelor of Science (B.S.), Information Systems Technology
Community College of the Air Force 1993 — 1997
Associate of Science (A.S.), Management Information Systems, General
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation