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
Rebecca Cutler Rebecca Cutler's Edward Jones Experience September 2014 - Present
Job Edward Jones Operations Specialist
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Maritz Travel Company March 2012 - July 2014
McGraw-Hill Higher Education 2004 - 2012
Skills
Project Management, Salesforce.com, Account Management, Manage Client..., Sales, Training, Sales Operations, Management, Customer Service, Budgets, CRM, Sales Presentations, Marketing, Marketing Communications, B2B, Selling, Sales Process
Education
Iowa State University
Bachelors of Business Administration, Marketing
Edward Jones September 2014 - Present
Maritz Travel Company March 2012 - July 2014
McGraw-Hill Higher Education 2004 - 2012
Skills
Project Management, Salesforce.com, Account Management, Manage Client..., Sales, Training, Sales Operations, Management, Customer Service, Budgets, CRM, Sales Presentations, Marketing, Marketing Communications, B2B, Selling, Sales Process
Education
Iowa State University
Bachelors of Business Administration, Marketing
Brandon Blackburn Brandon Blackburn's Edward Jones Experience August 2008 - February 2011
Job Business Development Manager at Online Media Marketing LLC
Industry Financial Services
Experience
Online Media Marketing LLC January 2011 - Present
Onboard Media March 2012 - February 2013
Wells Fargo April 2011 - September 2011
Edward Jones August 2008 - February 2011
Skills
SEO, Social Media, Online Advertising, Facebook, Online Marketing, Blogging, Wordpress, Marketing Strategy, Google Adwords, Marketing, B2B, Account Management, Social Networking, New Business Development, Social Media Marketing, Series 63, Series 7, Wealth Management, Business Development, Lead Generation, Small Business, Salesforce.com, Entrepreneurship, Retail
Education
James Madison University 2004 — 2008
Bachelors of Business Administration, Finance
Online Media Marketing LLC January 2011 - Present
Onboard Media March 2012 - February 2013
Wells Fargo April 2011 - September 2011
Edward Jones August 2008 - February 2011
Skills
SEO, Social Media, Online Advertising, Facebook, Online Marketing, Blogging, Wordpress, Marketing Strategy, Google Adwords, Marketing, B2B, Account Management, Social Networking, New Business Development, Social Media Marketing, Series 63, Series 7, Wealth Management, Business Development, Lead Generation, Small Business, Salesforce.com, Entrepreneurship, Retail
Education
James Madison University 2004 — 2008
Bachelors of Business Administration, Finance
Theresa Teri Popp Theresa Teri Popp's Edward Jones Experience January 2015 - Present
Job Experienced Business Development, B2B Sales and Account Management
Industry Electrical/Electronic Manufacturing
Experience
Edward Jones January 2015 - Present
Southern Standard Carton September 2006 - November 2008
Key Electronics April 1996 - November 2005
Skills
New Business Development, Eye For Detail, Innovative Thinking, Inventory Management, Project Management, Microsoft Office, Business Development, Contract Negotiation, Networking, Cold Calling, Inventory Control, Invoicing, Closing Deals, Managerial Finance, Management Skills, Leadership, Customer Service, Project Planning, Manufacturing, Team Leadership, Team Building, Public Speaking, Strategic Planning, Business Planning, Trade Shows, Account Management, Time Management, Human Resources, CRM, Start-ups, Deal Closure, Six Sigma, Lean Manufacturing, Program Management, Electronics, Management
Education
Purdue University 2013 — 2015
Master's degree, Technology with a concentration in Leadership
Purdue University 2010 — 2012
BS, Leadership and Supervision, With Highest Distinction (4.0 GPA)
Ivy Tech Community College 2009 — 2011
AS, Bus Admin and Gen Studies
Silver Creek High School
Edward Jones January 2015 - Present
Southern Standard Carton September 2006 - November 2008
Key Electronics April 1996 - November 2005
Skills
New Business Development, Eye For Detail, Innovative Thinking, Inventory Management, Project Management, Microsoft Office, Business Development, Contract Negotiation, Networking, Cold Calling, Inventory Control, Invoicing, Closing Deals, Managerial Finance, Management Skills, Leadership, Customer Service, Project Planning, Manufacturing, Team Leadership, Team Building, Public Speaking, Strategic Planning, Business Planning, Trade Shows, Account Management, Time Management, Human Resources, CRM, Start-ups, Deal Closure, Six Sigma, Lean Manufacturing, Program Management, Electronics, Management
Education
Purdue University 2013 — 2015
Master's degree, Technology with a concentration in Leadership
Purdue University 2010 — 2012
BS, Leadership and Supervision, With Highest Distinction (4.0 GPA)
Ivy Tech Community College 2009 — 2011
AS, Bus Admin and Gen Studies
Silver Creek High School
Scot Gentry Scot Gentry's Edward Jones Experience January 2000 - May 2000
Job Broker Associate at Rex Downing Associates An Independently Owned Business within Ascent Real Estate
Industry Real Estate
Experience
Ascent Real Estate July 2004 - Present
Nicholas Applegate (now part of Allianz Global Investors) January 2002 - June 2004
GMAC Mortgage July 2000 - December 2001
Edward Jones January 2000 - May 2000
Pilot Grove Savings Bank June 1992 - December 1999
Skills
Real Estate, Negotiation, Residential, Sellers, Residential Homes, First Time Home Buyers, Investments, Buyers, Property, Real Estate Transactions, Sales, Investment Properties, Real Estate Development, Marketing, Finance, Asset Management
Education
Iowa State University - College of Business 1988 — 1992
BBA, Finance
Ascent Real Estate July 2004 - Present
Nicholas Applegate (now part of Allianz Global Investors) January 2002 - June 2004
GMAC Mortgage July 2000 - December 2001
Edward Jones January 2000 - May 2000
Pilot Grove Savings Bank June 1992 - December 1999
Skills
Real Estate, Negotiation, Residential, Sellers, Residential Homes, First Time Home Buyers, Investments, Buyers, Property, Real Estate Transactions, Sales, Investment Properties, Real Estate Development, Marketing, Finance, Asset Management
Education
Iowa State University - College of Business 1988 — 1992
BBA, Finance
Angie Pullen Angie Pullen's Edward Jones Experience October 2007 - July 2014
Job Change Control Analyst
Industry Information Technology and Services
Experience
Charter Communications January 2015 - Present
Charter Communications January 2015 - Present
Edward Jones October 2007 - July 2014
AG Edwards October 2005 - October 2007
Skills
Customer Service, Microsoft Office
Education
Jefferson College 1996 — 1998
Associate's Degree, Office Systems and Technolgoies
Webster University
Bachelor's Degree, Conputer Science
Charter Communications January 2015 - Present
Charter Communications January 2015 - Present
Edward Jones October 2007 - July 2014
AG Edwards October 2005 - October 2007
Skills
Customer Service, Microsoft Office
Education
Jefferson College 1996 — 1998
Associate's Degree, Office Systems and Technolgoies
Webster University
Bachelor's Degree, Conputer Science
Jake Klopfenstein Jake Klopfenstein's Edward Jones Experience June 2010 - August 2010
Job Financial Analyst Team Lead NA S&D at IBM
Industry Information Technology and Services
Experience
Baxalta July 2015 - Present
IBM January 2015 - Present
IBM November 2013 - December 2014
IBM June 2012 - November 2013
Iowa State University January 2012 - May 2012
Principal Financial Group January 2011 - August 2011
Edward Jones June 2010 - August 2010
Foot Locker June 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Forecasting, Leadership, Accounting, TM1, Sales, Budgets, Account Reconciliation, Public Speaking, Lean Six Sigma, Brio Explorer, Teamwork, SPSS, QMF, Cafe, Essbase, Hyperion, Cognos
Education
Iowa State University 2007 — 2012
Bachelor's Degree, Finance
Baxalta July 2015 - Present
IBM January 2015 - Present
IBM November 2013 - December 2014
IBM June 2012 - November 2013
Iowa State University January 2012 - May 2012
Principal Financial Group January 2011 - August 2011
Edward Jones June 2010 - August 2010
Foot Locker June 2009 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Forecasting, Leadership, Accounting, TM1, Sales, Budgets, Account Reconciliation, Public Speaking, Lean Six Sigma, Brio Explorer, Teamwork, SPSS, QMF, Cafe, Essbase, Hyperion, Cognos
Education
Iowa State University 2007 — 2012
Bachelor's Degree, Finance
Dawn Grissom Dawn Grissom's Edward Jones Experience February 2006 - January 2007
Job Customer Support at AllerganActivas
Industry Pharmaceuticals
Experience
Allergan-Activas February 2015 - Present
Tramex Travel May 2014 - Present
Tiger Financial Mgmt. 2012 - 2014
HEB July 2007 - October 2012
Edward Jones February 2006 - January 2007
Skills
Sales, Retail, Account Management, Team Building, Store Management, P, Profit, Visual Merchandising, Inventory Control, B2B, Time Management, Retail Sales, Forecasting, Microsoft Word, Performance Management, Customer Service, Marketing, Management, Training, Leadership, Event Planning, Hiring, Coaching
Education
Auburn University 1985 — 1992
Visual Design
Jefferson State Community College 1983 — 1985
Bachelor of Arts (B.A.), Visual Design
Allergan-Activas February 2015 - Present
Tramex Travel May 2014 - Present
Tiger Financial Mgmt. 2012 - 2014
HEB July 2007 - October 2012
Edward Jones February 2006 - January 2007
Skills
Sales, Retail, Account Management, Team Building, Store Management, P, Profit, Visual Merchandising, Inventory Control, B2B, Time Management, Retail Sales, Forecasting, Microsoft Word, Performance Management, Customer Service, Marketing, Management, Training, Leadership, Event Planning, Hiring, Coaching
Education
Auburn University 1985 — 1992
Visual Design
Jefferson State Community College 1983 — 1985
Bachelor of Arts (B.A.), Visual Design
Jonathan Reiter Jonathan Reiter's Edward Jones Experience June 2012 - November 2012
Job Structured Credit
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2015 - Present
Markit May 2013 - February 2015
Edward Jones June 2012 - November 2012
TD September 2010 - May 2012
Ithaca College Investment Fund September 2008 - May 2010
Skills
Financial Advisory, Credit Analysis, Mortgage Analytics, Home Equity Loans, Equity Research, Microsoft Excel, MS Excel Pivot Tables, Excel models, Thomson One Analytics, Bloomberg, Finance, Valuation, Portfolio Management, Investments, Financial Analysis, Fixed Income
Education
Ithaca College 2006 — 2010
Bachelor of Science (BS), Finance
Highland Capital Management, L.P. February 2015 - Present
Markit May 2013 - February 2015
Edward Jones June 2012 - November 2012
TD September 2010 - May 2012
Ithaca College Investment Fund September 2008 - May 2010
Skills
Financial Advisory, Credit Analysis, Mortgage Analytics, Home Equity Loans, Equity Research, Microsoft Excel, MS Excel Pivot Tables, Excel models, Thomson One Analytics, Bloomberg, Finance, Valuation, Portfolio Management, Investments, Financial Analysis, Fixed Income
Education
Ithaca College 2006 — 2010
Bachelor of Science (BS), Finance
Lauri Peterson Lauri Peterson's Edward Jones Experience June 2001 - November 2001
Job retired Java programmer/analyst
Industry Computer Software
Experience
TDK Technologies 2009 - May 2011
Safety National March 2008 - May 2011
Monsanto August 2002 - May 2008
Maritz February 2002 - August 2002
Edward Jones June 2001 - November 2001
Southwestern Bell January 2000 - June 2001
State Farm Insurance May 1998 - December 1999
Data Research Associates March 1997 - May 1998
Edward Jones December 1995 - March 1997
Software Systems Specialists, Inc. 1995 - March 1997
Skills
Java, TDD, SQL, XSLT, Eclipse, IntelliJ IDEA, Oracle, DB2, JSP
Education
Iowa State University 1981 — 1984
BS, computer science
TDK Technologies 2009 - May 2011
Safety National March 2008 - May 2011
Monsanto August 2002 - May 2008
Maritz February 2002 - August 2002
Edward Jones June 2001 - November 2001
Southwestern Bell January 2000 - June 2001
State Farm Insurance May 1998 - December 1999
Data Research Associates March 1997 - May 1998
Edward Jones December 1995 - March 1997
Software Systems Specialists, Inc. 1995 - March 1997
Skills
Java, TDD, SQL, XSLT, Eclipse, IntelliJ IDEA, Oracle, DB2, JSP
Education
Iowa State University 1981 — 1984
BS, computer science
Jordan Elliott, MBA Jordan Elliott, MBA's Edward Jones Experience June 2015 - August 2015
Job Legal Intern at Edward Jones
Industry Law Practice
Experience
Edward Jones June 2015 - August 2015
Emerson Ethics Center, Saint Louis University September 2014 - May 2015
Saint Louis University August 2012 - April 2013
Kennedy Capital Management May 2011 - February 2012
Skills
Legal Research, Legal Writing, Economics, Public Speaking, Westlaw, Legal Compliance, Lexis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Research, Teamwork, English, Financial Analysis, Social Media, Data Analysis, Statistics, Accounting, Team Leadership, Bloomberg Terminal, Management Contracts, Commercial Torts, Intentional Torts
Education
Saint Louis University School of Law 2013 — 2016
Doctor of Law (J.D.)
John Cook School of Business at Saint Louis University 2014 — 2015
Master of Business Administration (MBA)
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Economics
Mayfield High School, Mayfield KY 2005 — 2009
Edward Jones June 2015 - August 2015
Emerson Ethics Center, Saint Louis University September 2014 - May 2015
Saint Louis University August 2012 - April 2013
Kennedy Capital Management May 2011 - February 2012
Skills
Legal Research, Legal Writing, Economics, Public Speaking, Westlaw, Legal Compliance, Lexis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Research, Teamwork, English, Financial Analysis, Social Media, Data Analysis, Statistics, Accounting, Team Leadership, Bloomberg Terminal, Management Contracts, Commercial Torts, Intentional Torts
Education
Saint Louis University School of Law 2013 — 2016
Doctor of Law (J.D.)
John Cook School of Business at Saint Louis University 2014 — 2015
Master of Business Administration (MBA)
Saint Louis University 2009 — 2013
Bachelor of Science (B.S.), Economics
Mayfield High School, Mayfield KY 2005 — 2009
Alex Schams's Edward Jones Experience June 2014 - August 2014
Job Edward Jones
Industry Financial Services
Experience
Iowa State Recreation Services January 2012 - Present
Marrs Wealth Management January 2015 - May 2015
Edward Jones June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Kingland Systems January 2013 - September 2013
Bellhops May 2013 - August 2013
Iowa State University September 2012 - January 2013
Skills
Leadership, Reliable, Communication Skills, Interpersonal Skill, Analysis, Time Management, Investments, Networking, Sports, Teamwork, Statistics, Customer Satisfaction, Training, Management, Communication, Customer Service, Public Speaking
Education
Iowa State University - College of Business 2011 — 2015
Bachelor's Degree, Finance, Management
Iowa State Recreation Services January 2012 - Present
Marrs Wealth Management January 2015 - May 2015
Edward Jones June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Kingland Systems January 2013 - September 2013
Bellhops May 2013 - August 2013
Iowa State University September 2012 - January 2013
Skills
Leadership, Reliable, Communication Skills, Interpersonal Skill, Analysis, Time Management, Investments, Networking, Sports, Teamwork, Statistics, Customer Satisfaction, Training, Management, Communication, Customer Service, Public Speaking
Education
Iowa State University - College of Business 2011 — 2015
Bachelor's Degree, Finance, Management
Hannah Leech's Edward Jones Experience May 2013 - Present
Job Iowa State student pursuing a degree in Marketing
Industry Marketing and Advertising
Experience
Edward Jones May 2013 - Present
The ALS Association, Iowa Chapter May 2015 - August 2015
Fluent Grp April 2015 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Teamwork, Public Speaking, Research, Social Media, English, Windows, Communication, Strategic Planning, Management
Education
Iowa State University 2013 — 2017
Bachelor of Science (B.S.), Marketing, Sophomore
Edward Jones May 2013 - Present
The ALS Association, Iowa Chapter May 2015 - August 2015
Fluent Grp April 2015 - May 2015
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Teamwork, Public Speaking, Research, Social Media, English, Windows, Communication, Strategic Planning, Management
Education
Iowa State University 2013 — 2017
Bachelor of Science (B.S.), Marketing, Sophomore
Kimberly Rutledge Kimberly Rutledge's Edward Jones Experience July 2011 - October 2013
Job Sr. Financial Analyst at Dierbergs Markets
Industry Financial Services
Experience
Dierbergs Markets October 2013 - Present
Edward Jones July 2011 - October 2013
Graybar June 2004 - July 2011
Matson, Driscoll & Damico LLP March 2000 - June 2004
Skills
Accounting, Auditing, Budgets, Financial Reporting, Accounts Receivable, Accounts Payable, Forecasting, SAP, Invoicing, Microsoft Excel, Outlook, Process Improvement, Pricing, Microsoft Office, Customer Service, Microsoft Word, Strategic Planning, General Ledger, Skin Care Products, Variance Analysis, Financial Analysis, QuickBooks, Finance, PeopleSoft, Financial Modeling, Internal Controls
Education
University of Missouri - St. Louis 1999 — 2003
BS, Accounting
Jefferson College 1997 — 1999
Associate of Arts (A.A.)
Dierbergs Markets October 2013 - Present
Edward Jones July 2011 - October 2013
Graybar June 2004 - July 2011
Matson, Driscoll & Damico LLP March 2000 - June 2004
Skills
Accounting, Auditing, Budgets, Financial Reporting, Accounts Receivable, Accounts Payable, Forecasting, SAP, Invoicing, Microsoft Excel, Outlook, Process Improvement, Pricing, Microsoft Office, Customer Service, Microsoft Word, Strategic Planning, General Ledger, Skin Care Products, Variance Analysis, Financial Analysis, QuickBooks, Finance, PeopleSoft, Financial Modeling, Internal Controls
Education
University of Missouri - St. Louis 1999 — 2003
BS, Accounting
Jefferson College 1997 — 1999
Associate of Arts (A.A.)
Praveena Poreddygari Praveena Poreddygari's Edward Jones Experience September 2012 - Present
Job Senior Software Engineer at Edward Jones
Industry Automotive
Experience
Edward Jones September 2012 - Present
Enterprise Holdings Inc. January 2011 - July 2012
The Active Network November 2007 - December 2010
Skills
Hibernate, Spring, Struts, Weblogic, JUnit, Java Enterprise Edition, Tomcat, Ant, JSP, JDBC, Servlets, Groovy, Websphere, WSAD, Web Services, AJAX, EJB, jQuery, Test Driven Development, JSON, JSTL, Core Java, JavaScript, CSS, Java, Agile Methodologies, SQL, Log4j, iBatis, Design Patterns
Education
Jawaharlal Nehru Technological University
Bachelor of Engineering (B.E.), Information Technology
Edward Jones September 2012 - Present
Enterprise Holdings Inc. January 2011 - July 2012
The Active Network November 2007 - December 2010
Skills
Hibernate, Spring, Struts, Weblogic, JUnit, Java Enterprise Edition, Tomcat, Ant, JSP, JDBC, Servlets, Groovy, Websphere, WSAD, Web Services, AJAX, EJB, jQuery, Test Driven Development, JSON, JSTL, Core Java, JavaScript, CSS, Java, Agile Methodologies, SQL, Log4j, iBatis, Design Patterns
Education
Jawaharlal Nehru Technological University
Bachelor of Engineering (B.E.), Information Technology
Jon Kagan Jon Kagan's Edward Jones Experience June 2000 - November 2004
Job Certified Financial Planner and Wealth Manager providing thoughtful advice and prudent solutions.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC November 2004 - Present
Edward Jones June 2000 - November 2004
Pfizer Pharmaceuticals June 1996 - June 2000
US Navy July 1986 - July 1996
Skills
Financial Planning, Wealth Management, Certified Financial..., Investment Advisory, Estate Planning, Risk Management, Retirement Planning, Strategic Financial..., Securities, Financial Advisory
Education
Troy University 1992 — 1995
MSM, Management
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Marketing, Psychology
Raymond James Financial Services, Inc. Member FINRA/SIPC November 2004 - Present
Edward Jones June 2000 - November 2004
Pfizer Pharmaceuticals June 1996 - June 2000
US Navy July 1986 - July 1996
Skills
Financial Planning, Wealth Management, Certified Financial..., Investment Advisory, Estate Planning, Risk Management, Retirement Planning, Strategic Financial..., Securities, Financial Advisory
Education
Troy University 1992 — 1995
MSM, Management
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Marketing, Psychology
Kyle Siska Kyle Siska's Edward Jones Experience August 2010 - March 2013
Job Internal wholesaler with Russell Investments
Industry Financial Services
Experience
Russell Investments August 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Edward Jones August 2010 - March 2013
Skills
Sales, Investments, Financial Advisory, Portfolio Management, Financial Services, Customer Service, Investment Advisory, Consumer Lending, Small Business Lending, Estate Planning, Strategic Financial..., Banking, Mutual Funds, Finance, Financial Planning, Fixed Annuities, Retirement Planning, Series 7
Education
James Madison University 2006 — 2010
Bachelor of Science (B.S.), Health Science
Russell Investments August 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Edward Jones August 2010 - March 2013
Skills
Sales, Investments, Financial Advisory, Portfolio Management, Financial Services, Customer Service, Investment Advisory, Consumer Lending, Small Business Lending, Estate Planning, Strategic Financial..., Banking, Mutual Funds, Finance, Financial Planning, Fixed Annuities, Retirement Planning, Series 7
Education
James Madison University 2006 — 2010
Bachelor of Science (B.S.), Health Science
Cecelia Coan Cecelia Coan's Edward Jones Experience May 2006 - April 2009
Job Job Seeker for Paralegal job
Industry Law Practice
Experience
Paralegal job November 2011 - Present
The Fox Law Firm 2011 - 2011
Edward Jones May 2006 - April 2009
Skills
Legal Research Skills, Windows Operating..., Real Estate, Retail Banking, Office Management, Notary Public
Education
ITT Technical Institute-Newburgh 2009 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Central High School 1978 — 1981
Paralegal job November 2011 - Present
The Fox Law Firm 2011 - 2011
Edward Jones May 2006 - April 2009
Skills
Legal Research Skills, Windows Operating..., Real Estate, Retail Banking, Office Management, Notary Public
Education
ITT Technical Institute-Newburgh 2009 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Central High School 1978 — 1981
DeWayne Ovard DeWayne Ovard's Edward Jones Experience June 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2011 - Present
Huron Consulting Group June 2006 - May 2011
Skills
Financial Analysis, Financial Modeling, Leadership, Business Analysis, Process Improvement, Economics, Retirement Planning, Due Diligence, Public Speaking, Data Analysis, Series 7, Management, Entrepreneurship, Business Strategy
Education
James Madison University
Bachelor of Science (BS), Integrated Science and Technology
Edward Jones June 2011 - Present
Huron Consulting Group June 2006 - May 2011
Skills
Financial Analysis, Financial Modeling, Leadership, Business Analysis, Process Improvement, Economics, Retirement Planning, Due Diligence, Public Speaking, Data Analysis, Series 7, Management, Entrepreneurship, Business Strategy
Education
James Madison University
Bachelor of Science (BS), Integrated Science and Technology
Jeremy Jemas Jeremy Jemas's Edward Jones Experience May 2015 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Law Office of Paul Jemas May 2014 - Present
TPS Financial May 2014 - Present
ShopRite Supermarkets May 2012 - Present
Isenberg School of Management, UMass Amherst September 2011 - Present
Isenberg School of Management, UMass Amherst September 2011 - May 2015
Isenberg School of Management, UMass Amherst 2014 - 2014
Isenberg School of Management, UMass Amherst 2014 - 2014
Cranes Mill August 2010 - August 2011
Division One Baseball Camp August 2009 - August 2011
Skills
Managing Others, Cooperative, Structural, Business, Accounting, Time Management, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Research, Microsoft Office, Leadership, Analysis, Preparation, Public Speaking, Critical Thinking, Data Analysis, Sports, Economics, Outlook, Customer Service, Event Management, Data Entry, Team Leadership, Editing, Budgets, Nonprofits, Facebook, Marketing, Sales, Social Networking, Financial Accounting, Social Media, Windows, Customer Satisfaction, Telephone Skills, Financial Reporting, Event Planning, Communication, Management, Teaching, Fundraising, Strategic Planning, Social Media Marketing, English
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst 2011 — 2015
BBA, Finance, General
James Caldwell High School 2007 — 2011
HIgh School, Finance, General
Edward Jones May 2015 - Present
Law Office of Paul Jemas May 2014 - Present
TPS Financial May 2014 - Present
ShopRite Supermarkets May 2012 - Present
Isenberg School of Management, UMass Amherst September 2011 - Present
Isenberg School of Management, UMass Amherst September 2011 - May 2015
Isenberg School of Management, UMass Amherst 2014 - 2014
Isenberg School of Management, UMass Amherst 2014 - 2014
Cranes Mill August 2010 - August 2011
Division One Baseball Camp August 2009 - August 2011
Skills
Managing Others, Cooperative, Structural, Business, Accounting, Time Management, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Research, Microsoft Office, Leadership, Analysis, Preparation, Public Speaking, Critical Thinking, Data Analysis, Sports, Economics, Outlook, Customer Service, Event Management, Data Entry, Team Leadership, Editing, Budgets, Nonprofits, Facebook, Marketing, Sales, Social Networking, Financial Accounting, Social Media, Windows, Customer Satisfaction, Telephone Skills, Financial Reporting, Event Planning, Communication, Management, Teaching, Fundraising, Strategic Planning, Social Media Marketing, English
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst 2011 — 2015
BBA, Finance, General
James Caldwell High School 2007 — 2011
HIgh School, Finance, General
Chad Woods Chad Woods's Edward Jones Experience October 2013 - June 2014
Job Service Technician
Industry Telecommunications
Experience
Tech Electronics June 2014 - Present
Edward Jones October 2013 - June 2014
South County Fire Alarm July 2010 - July 2013
South County Fire Alarm August 2003 - July 2013
Pacific Intercultural Exchange March 2008 - May 2012
Hillsboro Fire Protection District November 1985 - February 2009
Jefferson County Sheriff's Department February 1996 - July 2003
Skills
System Administration, Security, Active Directory, Windows Server, Troubleshooting, Windows, Disaster Recovery, VMware, Microsoft Office, Windows 7, Network Administration, Firefighter I & II, EMT, Hazmat Operations, Emergency Medical..., Computer Aided Dispatch, Dispatchers, Emergency Services, Law Enforcement..., Hazardous Materials, Public Safety, First Responder, Criminal Investigations, Disaster Response, Investigation, Enforcement, Firefighting, Fire Safety, Ambulance, Surveillance, Police, Rescue, Patrol, Emergency Medical, Firearms, Fire Management, NIMS, Fire Suppression Systems, Criminal Justice, Private Investigations, Physical Security, Cpr Certified, Preparedness, Law Enforcement
Education
Jefferson College 2011 — 2013
Certificate, Fire Science/Fire-fighting
Jefferson College 2011 — 2013
State Licensure, Emergency Medical Technology/Technician (EMT Paramedic)
Tech Electronics June 2014 - Present
Edward Jones October 2013 - June 2014
South County Fire Alarm July 2010 - July 2013
South County Fire Alarm August 2003 - July 2013
Pacific Intercultural Exchange March 2008 - May 2012
Hillsboro Fire Protection District November 1985 - February 2009
Jefferson County Sheriff's Department February 1996 - July 2003
Skills
System Administration, Security, Active Directory, Windows Server, Troubleshooting, Windows, Disaster Recovery, VMware, Microsoft Office, Windows 7, Network Administration, Firefighter I & II, EMT, Hazmat Operations, Emergency Medical..., Computer Aided Dispatch, Dispatchers, Emergency Services, Law Enforcement..., Hazardous Materials, Public Safety, First Responder, Criminal Investigations, Disaster Response, Investigation, Enforcement, Firefighting, Fire Safety, Ambulance, Surveillance, Police, Rescue, Patrol, Emergency Medical, Firearms, Fire Management, NIMS, Fire Suppression Systems, Criminal Justice, Private Investigations, Physical Security, Cpr Certified, Preparedness, Law Enforcement
Education
Jefferson College 2011 — 2013
Certificate, Fire Science/Fire-fighting
Jefferson College 2011 — 2013
State Licensure, Emergency Medical Technology/Technician (EMT Paramedic)
Caleb Dessalgne's Edward Jones Experience June 2013 - August 2013
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Port & Main, The Breeze August 2013 - May 2014
Edward Jones June 2013 - August 2013
Skills
Asset Allocation, Investments, Mutual Funds, Strategic Consulting, Microsoft Excel, Sales, Portfolio Performance..., Sales Presentations, Public Speaking, Morningstar, Team Leadership, Business Strategy, Writing, SAS, Bloomberg Terminal, Oracle Crystal Ball
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Lord, Abbett & Co. LLC July 2014 - Present
Port & Main, The Breeze August 2013 - May 2014
Edward Jones June 2013 - August 2013
Skills
Asset Allocation, Investments, Mutual Funds, Strategic Consulting, Microsoft Excel, Sales, Portfolio Performance..., Sales Presentations, Public Speaking, Morningstar, Team Leadership, Business Strategy, Writing, SAS, Bloomberg Terminal, Oracle Crystal Ball
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Elizabeth Moorhead Elizabeth Moorhead's Edward Jones Experience February 2009 - November 2009
Job Looking for Next Challenge
Industry Marketing and Advertising
Experience
Forster Orthodontics May 2014 - April 2015
YWCA Southeastern Massachusetts June 2013 - May 2014
YWCA Southeastern Massachusetts April 2013 - May 2014
YWCA Southeastern Massachusetts January 2013 - June 2013
New York Life Insurance Company April 2010 - December 2012
Edward Jones February 2009 - November 2009
Victoria's Secret June 2003 - February 2009
Skills
Management, Customer Service, Sales, Talent Acquisition, Social Media Marketing, Fundraising, Integrated Marketing
Education
Johnson and Wales University
MBA, Organizational Leadership
University of Massachusetts Dartmouth
BA Spanish, Double Minor: Portuguese & Business
Forster Orthodontics May 2014 - April 2015
YWCA Southeastern Massachusetts June 2013 - May 2014
YWCA Southeastern Massachusetts April 2013 - May 2014
YWCA Southeastern Massachusetts January 2013 - June 2013
New York Life Insurance Company April 2010 - December 2012
Edward Jones February 2009 - November 2009
Victoria's Secret June 2003 - February 2009
Skills
Management, Customer Service, Sales, Talent Acquisition, Social Media Marketing, Fundraising, Integrated Marketing
Education
Johnson and Wales University
MBA, Organizational Leadership
University of Massachusetts Dartmouth
BA Spanish, Double Minor: Portuguese & Business
Garrett Davidson Garrett Davidson's Edward Jones Experience May 2011 - June 2012
Job Internal Advisory Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial January 2014 - January 2014
LPL Financial July 2012 - January 2014
Edward Jones May 2011 - June 2012
Skills
Retirement Planning, FINRA, Strategic Financial..., Wealth Management, Management, Financial Advisory, Series 7, Securities, Portfolio Management, Financial Planning, Investments, Financial Services, Retirement, Finance, Mutual Funds, Series 63
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner Program
James Madison University 2005 — 2009
Bachelor of Science (B.S.)
LPL Financial January 2014 - Present
LPL Financial January 2014 - January 2014
LPL Financial July 2012 - January 2014
Edward Jones May 2011 - June 2012
Skills
Retirement Planning, FINRA, Strategic Financial..., Wealth Management, Management, Financial Advisory, Series 7, Securities, Portfolio Management, Financial Planning, Investments, Financial Services, Retirement, Finance, Mutual Funds, Series 63
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner Program
James Madison University 2005 — 2009
Bachelor of Science (B.S.)
Jessie Rider Jessie Rider's Edward Jones Experience December 2013 - Present
Job Branch Office Administrator Edward Jones
Industry Investment Management
Experience
Edward Jones December 2013 - Present
T. Rowe Price October 2006 - May 2013
Eden Heights June 2002 - August 2006
ALCAS Coporation May 2002 - December 2005
Skills
Mutual Funds, Equities, Financial Services, Investments, Finance, Financial Risk, Customer Service, Coaching, Call Centers, Customer Retention, Retirement Planning, Asset Allocation, Research, Investment Strategies, Securities, Management, Series 6, Uniform Combined State..., Series 63
Education
Saint Bonaventure University 2004 — 2006
Bachelor of Arts (B.A.), History
Jamestown Community College 2002 — 2004
Associates of Arts & Sciences, Social Sciences
Edward Jones December 2013 - Present
T. Rowe Price October 2006 - May 2013
Eden Heights June 2002 - August 2006
ALCAS Coporation May 2002 - December 2005
Skills
Mutual Funds, Equities, Financial Services, Investments, Finance, Financial Risk, Customer Service, Coaching, Call Centers, Customer Retention, Retirement Planning, Asset Allocation, Research, Investment Strategies, Securities, Management, Series 6, Uniform Combined State..., Series 63
Education
Saint Bonaventure University 2004 — 2006
Bachelor of Arts (B.A.), History
Jamestown Community College 2002 — 2004
Associates of Arts & Sciences, Social Sciences
Casey Hardin Casey Hardin's Edward Jones Experience May 2010 - Present
Job Experienced and SolutionsBased Service Professional at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Amcon Laboratories 2007 - August 2009
Skills
Customer Service, Outlook, Customer Satisfaction, Time Management, Spreadsheets, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Insurance, Credit, Inventory Management, Sales, Strategic Financial...
Education
Maryville University of Saint Louis 2009 — 2010
Bachelor's degree, Business Administration
Jefferson College 2006 — 2008
Associate of Arts (A.A.)
Edward Jones May 2010 - Present
Amcon Laboratories 2007 - August 2009
Skills
Customer Service, Outlook, Customer Satisfaction, Time Management, Spreadsheets, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Insurance, Credit, Inventory Management, Sales, Strategic Financial...
Education
Maryville University of Saint Louis 2009 — 2010
Bachelor's degree, Business Administration
Jefferson College 2006 — 2008
Associate of Arts (A.A.)
Jeanna Lilleberg Jeanna Lilleberg's Edward Jones Experience September 2003 - Present
Job Commissioner at Kandiyohi County HRA
Industry Financial Services
Experience
Kandiyohi County HRA June 2013 - Present
A.C.G.C. Schools January 2009 - Present
Edward Jones September 2003 - Present
Edward Jones April 2012 - August 2012
The Pennock Company March 2011 - April 2012
Atwater Elevator, Inc June 2007 - May 2008
Edward Jones July 1995 - September 2003
Applebee's December 1995 - June 1996
WRI, Inc January 1995 - June 1995
Philip's Diamond Shop September 1994 - December 1994
Education
Iowa State University 1989 — 1993
B.S., Textiles & Clothing Related Sciences
Kandiyohi County HRA June 2013 - Present
A.C.G.C. Schools January 2009 - Present
Edward Jones September 2003 - Present
Edward Jones April 2012 - August 2012
The Pennock Company March 2011 - April 2012
Atwater Elevator, Inc June 2007 - May 2008
Edward Jones July 1995 - September 2003
Applebee's December 1995 - June 1996
WRI, Inc January 1995 - June 1995
Philip's Diamond Shop September 1994 - December 1994
Education
Iowa State University 1989 — 1993
B.S., Textiles & Clothing Related Sciences
Anthony Lawrence Jr. Anthony Lawrence Jr.'s Edward Jones Experience August 2008 - July 2011
Job Senior Pension Specialist at Mercy
Industry Human Resources
Experience
Mercy April 2014 - Present
MetLife November 2012 - April 2014
BuckinghamAdvisor July 2011 - November 2012
Edward Jones August 2008 - July 2011
Skills
Series 7, Investment Advisory, Securities, Bonds, 401k, Financial Markets, Insurance, Financial Services, Bloomberg, Trading, Fixed Annuities, Leadership, Relationship Management..., Customer Service, Defined Benefit, Defined Contribution, Hiring Personnel, Training, Deferred Compensation, Compensation & Benefit, IRAs, Coaching, Sports Coaching, Management, Non-Qualified Deferred..., Relationship Management, Strategic Planning, Finance, Financial Modeling, Portfolio Management
Education
Western Governors University 2015 — 2017
Master of Business Administration (MBA), Healthcare Management
John Cook School of Business at Saint Louis University 2004 — 2008
Bachelor's Degree, Finance
Mercy April 2014 - Present
MetLife November 2012 - April 2014
BuckinghamAdvisor July 2011 - November 2012
Edward Jones August 2008 - July 2011
Skills
Series 7, Investment Advisory, Securities, Bonds, 401k, Financial Markets, Insurance, Financial Services, Bloomberg, Trading, Fixed Annuities, Leadership, Relationship Management..., Customer Service, Defined Benefit, Defined Contribution, Hiring Personnel, Training, Deferred Compensation, Compensation & Benefit, IRAs, Coaching, Sports Coaching, Management, Non-Qualified Deferred..., Relationship Management, Strategic Planning, Finance, Financial Modeling, Portfolio Management
Education
Western Governors University 2015 — 2017
Master of Business Administration (MBA), Healthcare Management
John Cook School of Business at Saint Louis University 2004 — 2008
Bachelor's Degree, Finance
Kelley Galownia Kelley Galownia's Edward Jones Experience August 2013 - May 2014
Job Communications Manager at Virginia Conservation Network
Industry Marketing and Advertising
Experience
Virginia Conservation Network October 2014 - Present
Flow Wine Group August 2014 - August 2014
GMR Marketing August 2014 - August 2014
Collins Center & Child Advocacy Center January 2014 - May 2014
Edward Jones August 2013 - May 2014
James Madison University August 2012 - May 2014
Edward Jones May 2013 - August 2013
The AroundCampus Group May 2012 - August 2012
James Madison University August 2011 - May 2012
Youth Film Academy May 2011 - August 2011
Skills
Organization, Communication, Leadership, Marketing Communications, Outside Sales, Social Media Marketing, Writing, Proposal Writing, Creative Writing, Community Outreach, Event Planning, Photoshop, PowerPoint, Microsoft Office, Digital Photography, Journalism, Design Documents, Website Design, Website Promotion, Web Design, Social Media
Education
James Madison University 2010 — 2014
Bachelor of Science (BS), Writing, Rhetoric, and Technical Communication
Stone Bridge High School 2006 — 2010
Virginia Conservation Network October 2014 - Present
Flow Wine Group August 2014 - August 2014
GMR Marketing August 2014 - August 2014
Collins Center & Child Advocacy Center January 2014 - May 2014
Edward Jones August 2013 - May 2014
James Madison University August 2012 - May 2014
Edward Jones May 2013 - August 2013
The AroundCampus Group May 2012 - August 2012
James Madison University August 2011 - May 2012
Youth Film Academy May 2011 - August 2011
Skills
Organization, Communication, Leadership, Marketing Communications, Outside Sales, Social Media Marketing, Writing, Proposal Writing, Creative Writing, Community Outreach, Event Planning, Photoshop, PowerPoint, Microsoft Office, Digital Photography, Journalism, Design Documents, Website Design, Website Promotion, Web Design, Social Media
Education
James Madison University 2010 — 2014
Bachelor of Science (BS), Writing, Rhetoric, and Technical Communication
Stone Bridge High School 2006 — 2010
Melissa Goble-Ireland Melissa Goble-Ireland's Edward Jones Experience February 2002 - January 2008
Job
Industry Information Technology and Services
Experience
Thrivent Financial November 2013 - Present
Thrivent Financial November 2013 - Present
Packerland Brokerage Services, Inc. May 2013 - October 2013
Edward Jones February 2002 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Budgets, Access, System Administration, Administration, Editing, Social Networking, Event Planning, Software Documentation, Troubleshooting, Administrative..., Windows 7, SQL, Computer Hardware, Java, Technical Writing, Databases, Networking, Database Administration, Technical Support, Operating Systems, Telephone Skills, Spreadsheets, Office Administration, Help Desk Support, Critical Thinking, Insurance, Software Installation, Active Directory, Visio, Analysis, Network Administration, Microsoft Office 2007, BMC Remedy, Printers, Windows Server, Hardware, System Deployment
Education
ITT Technical Institute Green Bay, WI 2011 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
ITT Technical Institute-Indianapolis 2011 — 2013
Associate's degree, Computer Systems Networking and Telecommunications
JH Allen Central High School - Eastern, KY 1989 — 1993
Alice Lloyd College
English/Language Arts Teacher Education
Thrivent Financial November 2013 - Present
Thrivent Financial November 2013 - Present
Packerland Brokerage Services, Inc. May 2013 - October 2013
Edward Jones February 2002 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Budgets, Access, System Administration, Administration, Editing, Social Networking, Event Planning, Software Documentation, Troubleshooting, Administrative..., Windows 7, SQL, Computer Hardware, Java, Technical Writing, Databases, Networking, Database Administration, Technical Support, Operating Systems, Telephone Skills, Spreadsheets, Office Administration, Help Desk Support, Critical Thinking, Insurance, Software Installation, Active Directory, Visio, Analysis, Network Administration, Microsoft Office 2007, BMC Remedy, Printers, Windows Server, Hardware, System Deployment
Education
ITT Technical Institute Green Bay, WI 2011 — 2013
Associate of Science (AS), Computer Systems Networking and Telecommunications
ITT Technical Institute-Indianapolis 2011 — 2013
Associate's degree, Computer Systems Networking and Telecommunications
JH Allen Central High School - Eastern, KY 1989 — 1993
Alice Lloyd College
English/Language Arts Teacher Education
Matthew Burnett Matthew Burnett's Edward Jones Experience December 2009 - March 2013
Job Financial Advisor at UBS Financial
Industry Financial Services
Experience
UBS March 2013 - Present
Edward Jones December 2009 - March 2013
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
UBS March 2013 - Present
Edward Jones December 2009 - March 2013
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Amanda Donnison Amanda Donnison's Edward Jones Experience January 2010 - February 2013
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Edward Jones January 2010 - February 2013
Thompson, Price, Scott, Adams & Co., PA January 2008 - September 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Asset Allocation, Investment Strategies, Portfolio Management, Financial Analysis
Education
University of North Carolina at Wilmington 2007 — 2009
Bachelor of Science (BS), Business Administration/Accounting
Ithaca College 2005 — 2007
Wells Fargo March 2013 - Present
Edward Jones January 2010 - February 2013
Thompson, Price, Scott, Adams & Co., PA January 2008 - September 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Estate Planning, Asset Allocation, Investment Strategies, Portfolio Management, Financial Analysis
Education
University of North Carolina at Wilmington 2007 — 2009
Bachelor of Science (BS), Business Administration/Accounting
Ithaca College 2005 — 2007
Vann Milheim Vann Milheim's Edward Jones Experience 1999 - 2011
Job Loss Prevention Specialist at Lowe's Home Improvement
Industry Financial Services
Experience
Lowe's Home Improvement December 2012 - Present
Edward Jones 1999 - 2011
US Navy December 1979 - December 1999
Skills
Business Management, Supply Chain Logistics, Retail Operations..., Food Sservice Operations, Government Procurement, Inventory Management, Wealth Management..., Strategic Financial..., Customer Service, Supply Chain Management, Training, Finance, Analysis, Management, Command, Program Management, 401k, Logistics, Retail, Series 65, Investment Strategies, Security Clearance, Wealth, Insurance, Financial Advisory, Military, Strategic Planning, Leadership, Team Building
Education
Iowa State University
Bachelor of Science (B.S.), Biology, General
Old Dominion University - College of Business and Public Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lowe's Home Improvement December 2012 - Present
Edward Jones 1999 - 2011
US Navy December 1979 - December 1999
Skills
Business Management, Supply Chain Logistics, Retail Operations..., Food Sservice Operations, Government Procurement, Inventory Management, Wealth Management..., Strategic Financial..., Customer Service, Supply Chain Management, Training, Finance, Analysis, Management, Command, Program Management, 401k, Logistics, Retail, Series 65, Investment Strategies, Security Clearance, Wealth, Insurance, Financial Advisory, Military, Strategic Planning, Leadership, Team Building
Education
Iowa State University
Bachelor of Science (B.S.), Biology, General
Old Dominion University - College of Business and Public Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kent Schultz Kent Schultz's Edward Jones Experience March 2004 - June 2006
Job Consultant in Business Intelligence & Strategy
Industry Food Production
Experience
BIG Picture Consulting March 2015 - Present
Central Valley Ag (CVA) September 2014 - February 2015
United Farmers Cooperative May 2012 - August 2014
Cargill June 2006 - January 2012
Edward Jones March 2004 - June 2006
KJS Consulting June 2003 - March 2004
Purina Mills, LLC (Land O'Lakes, Inc) March 1998 - May 2003
Syngenta Seeds February 1996 - March 1998
Sunny View Farm Enterprises April 1990 - February 1996
First National Bank of Waverly February 1987 - April 1990
Skills
Financial Analysis, Management Consulting, Six Sigma, Strategy Development, Team Leadership, Customer Profitability, Investment Strategies, Kaizen Facilitation, Strategy, Management, Agriculture, Strategic Planning, Process Improvement, Business Development, Project Management
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Finance
Iowa State University 1977 — 1981
BS, Ag Education
Postville High School 1973 — 1977
BIG Picture Consulting March 2015 - Present
Central Valley Ag (CVA) September 2014 - February 2015
United Farmers Cooperative May 2012 - August 2014
Cargill June 2006 - January 2012
Edward Jones March 2004 - June 2006
KJS Consulting June 2003 - March 2004
Purina Mills, LLC (Land O'Lakes, Inc) March 1998 - May 2003
Syngenta Seeds February 1996 - March 1998
Sunny View Farm Enterprises April 1990 - February 1996
First National Bank of Waverly February 1987 - April 1990
Skills
Financial Analysis, Management Consulting, Six Sigma, Strategy Development, Team Leadership, Customer Profitability, Investment Strategies, Kaizen Facilitation, Strategy, Management, Agriculture, Strategic Planning, Process Improvement, Business Development, Project Management
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Finance
Iowa State University 1977 — 1981
BS, Ag Education
Postville High School 1973 — 1977
Venkata Sairam Thumu Venkata Sairam Thumu's Edward Jones Experience August 2011 - January 2012
Job Sr.Java Developer at Railroad Commission of Texas
Industry Information Technology and Services
Experience
Railroad Commission of Texas February 2015 - Present
Railroad Commission of Texas February 2015 - Present
Freddie Mac August 2014 - January 2015
FedEx Ground November 2013 - August 2014
Wells Fargo May 2012 - November 2013
Edward Jones August 2011 - January 2012
Direct General Insurance January 2011 - July 2011
FedEx Express 2010 - 2010
FedEx Express 2010 - 2010
Patni Computer Systems May 2007 - November 2009
Skills
Web Services, Weblogic, Tomcat, Spring, Sun Certified Java..., Java, JSP, Java Enterprise Edition, SDLC, J2EE 1.4, JSF, Spring Framework, Technical Recruiting, Vendor Management, Web Applications
Education
Sun Certified 2015 — 2019
SCJP, Computer Science
Jawaharlal Nehru Technological University 2002 — 2005
B.Tech, ComputerScience
Railroad Commission of Texas February 2015 - Present
Railroad Commission of Texas February 2015 - Present
Freddie Mac August 2014 - January 2015
FedEx Ground November 2013 - August 2014
Wells Fargo May 2012 - November 2013
Edward Jones August 2011 - January 2012
Direct General Insurance January 2011 - July 2011
FedEx Express 2010 - 2010
FedEx Express 2010 - 2010
Patni Computer Systems May 2007 - November 2009
Skills
Web Services, Weblogic, Tomcat, Spring, Sun Certified Java..., Java, JSP, Java Enterprise Edition, SDLC, J2EE 1.4, JSF, Spring Framework, Technical Recruiting, Vendor Management, Web Applications
Education
Sun Certified 2015 — 2019
SCJP, Computer Science
Jawaharlal Nehru Technological University 2002 — 2005
B.Tech, ComputerScience
Kevin Neff Kevin Neff's Edward Jones Experience June 2007 - June 2008
Job Experienced Professional
Industry Higher Education
Experience
Iowa National Guard August 2013 - Present
Iowa National Guard August 2012 - Present
US Army May 2011 - September 2011
Iowa State University August 2009 - May 2011
Edward Jones June 2007 - June 2008
Huttig Building Products September 2002 - November 2006
Wolohan Lumber 1995 - 2002
Wolohan Lumber 1986 - 1994
Education
Iowa State University - College of Business 2009 — 2011
Bachelors, Finance
Moody Bible Institute 1986 — 1987
Iowa National Guard August 2013 - Present
Iowa National Guard August 2012 - Present
US Army May 2011 - September 2011
Iowa State University August 2009 - May 2011
Edward Jones June 2007 - June 2008
Huttig Building Products September 2002 - November 2006
Wolohan Lumber 1995 - 2002
Wolohan Lumber 1986 - 1994
Education
Iowa State University - College of Business 2009 — 2011
Bachelors, Finance
Moody Bible Institute 1986 — 1987
Jessica Studstill Jessica Studstill's Edward Jones Experience December 2007 - March 2008
Job Financial Analyst
Industry Banking
Experience
SunTrust Bank October 2011 - Present
SunTrust Bank December 2009 - September 2011
BB&T April 2008 - December 2009
Edward Jones December 2007 - March 2008
Education
Jacksonville State University 2011 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jacksonville State University 2005 — 2008
Bachelor of Science, Finance, General
SunTrust Bank October 2011 - Present
SunTrust Bank December 2009 - September 2011
BB&T April 2008 - December 2009
Edward Jones December 2007 - March 2008
Education
Jacksonville State University 2011 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jacksonville State University 2005 — 2008
Bachelor of Science, Finance, General
Ashley Peeler Ashley Peeler's Edward Jones Experience June 2013 - March 2014
Job Financial Advisor
Industry Financial Services
Experience
Regions Bank March 2014 - December 2014
Angela's Field Home Owners Association June 2011 - October 2014
Edward Jones June 2013 - March 2014
Fameagency February 2010 - June 2013
Edward Jones December 2008 - May 2012
Jones County Young Professionals 2009 - 2010
MAS Pizza, LLC June 2005 - March 2009
Skills
Public Speaking, Budgets, Fundraising, Event Planning, Marketing, Public Relations, Leadership, Nonprofits, Strategic Planning, Customer Service, Social Networking, Microsoft Office, Event Management, Social Media Marketing, Sales, Research, Leadership Development
Education
University of Southern Mississippi 1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jones County Junior College 1995 — 1997
Associate of Arts (A.A.)
Regions Bank March 2014 - December 2014
Angela's Field Home Owners Association June 2011 - October 2014
Edward Jones June 2013 - March 2014
Fameagency February 2010 - June 2013
Edward Jones December 2008 - May 2012
Jones County Young Professionals 2009 - 2010
MAS Pizza, LLC June 2005 - March 2009
Skills
Public Speaking, Budgets, Fundraising, Event Planning, Marketing, Public Relations, Leadership, Nonprofits, Strategic Planning, Customer Service, Social Networking, Microsoft Office, Event Management, Social Media Marketing, Sales, Research, Leadership Development
Education
University of Southern Mississippi 1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jones County Junior College 1995 — 1997
Associate of Arts (A.A.)
Matthew Ely's Edward Jones Experience September 2010 - May 2011
Job Disciplined, Curious Teacher and Financial Planner Seeking a New Career Opportunity
Industry Financial Services
Experience
Seeking a new career opportunity January 2015 - Present
Greystone Financial Group an Office of MetLife July 2011 - December 2014
Edward Jones September 2010 - May 2011
Roanoke City Schools August 2005 - June 2010
Charlottesville City Schools June 2006 - July 2006
Charlottesville City Schools June 2005 - July 2005
Skills
Microsoft Office, Customer Service, Marketing, Program Management, Event Planning, Securities, Public Speaking, Leadership, Strategic Planning, Music, Team Building, Teaching, Financial Services, Management, Bands, Retirement Planning, Portfolio Management, Finance, Band, Small Business, Social Media, Sales, Social Networking, Investments, Microsoft Excel, Public Relations, Leadership Development, Marketing Strategy, Project Management, Social Media Marketing, Training, Data Analysis
Education
James Madison University 2001 — 2005
Bachelor, Music Education
James Madison University 2001 — 2005
Music
Charlottesville High School
Seeking a new career opportunity January 2015 - Present
Greystone Financial Group an Office of MetLife July 2011 - December 2014
Edward Jones September 2010 - May 2011
Roanoke City Schools August 2005 - June 2010
Charlottesville City Schools June 2006 - July 2006
Charlottesville City Schools June 2005 - July 2005
Skills
Microsoft Office, Customer Service, Marketing, Program Management, Event Planning, Securities, Public Speaking, Leadership, Strategic Planning, Music, Team Building, Teaching, Financial Services, Management, Bands, Retirement Planning, Portfolio Management, Finance, Band, Small Business, Social Media, Sales, Social Networking, Investments, Microsoft Excel, Public Relations, Leadership Development, Marketing Strategy, Project Management, Social Media Marketing, Training, Data Analysis
Education
James Madison University 2001 — 2005
Bachelor, Music Education
James Madison University 2001 — 2005
Music
Charlottesville High School
Kurt Kobes Kurt Kobes's Edward Jones Experience Owner/PhotographerOpen Sky PhotographyJanuary 1992 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones Owner/PhotographerOpen Sky PhotographyJanuary 1992 - Present
Skills
Phototgrapher, Artist
Education
Youth With A Mission - Strategic Frontiers 2009 — 2009
Discipleship Training School (DTS)
Iowa State University
BA, Graphic Design
Edward Jones Owner/PhotographerOpen Sky PhotographyJanuary 1992 - Present
Skills
Phototgrapher, Artist
Education
Youth With A Mission - Strategic Frontiers 2009 — 2009
Discipleship Training School (DTS)
Iowa State University
BA, Graphic Design
Joel Rinderknecht Joel Rinderknecht's Edward Jones Experience January 2000 - October 2000
Job Benefits Consultant at DuPont
Industry Biotechnology
Experience
DuPont January 2014 - Present
DuPont Pioneer January 2010 - Present
Pioneer Hi-Bred International Inc May 2009 - October 2010
Pioneer Hi-Bred International Inc January 2001 - April 2009
Edward Jones January 2000 - October 2000
Principal Financial Group January 1998 - January 2000
Skills
Benefit Plan Compliance, M&A analysis, M&A integration, DB Plan Administration, DC Plan Administration, DC Plan Mergers, Domestic Mobility, International Mobility, CEBS RPA Designation, Process Improvement
Education
Iowa State University 1993 — 1997
Bachelor of Science (B.S.), Small Business Administration/Management
DuPont January 2014 - Present
DuPont Pioneer January 2010 - Present
Pioneer Hi-Bred International Inc May 2009 - October 2010
Pioneer Hi-Bred International Inc January 2001 - April 2009
Edward Jones January 2000 - October 2000
Principal Financial Group January 1998 - January 2000
Skills
Benefit Plan Compliance, M&A analysis, M&A integration, DB Plan Administration, DC Plan Administration, DC Plan Mergers, Domestic Mobility, International Mobility, CEBS RPA Designation, Process Improvement
Education
Iowa State University 1993 — 1997
Bachelor of Science (B.S.), Small Business Administration/Management
Whendy Hageman's Edward Jones Experience March 1999 - 2001
Job Inside Sales Representative
Industry Information Technology and Services
Experience
World Wide Technology November 2005 - Present
Darden Restaurants April 2003 - November 2005
Taco Bell December 1990 - May 2003
Edward Jones March 1999 - 2001
Skills
Customer Service, Sales, Salesforce.com, Process Improvement, Sales Process, Vendor Management, Microsoft Office, Selling, Customer Satisfaction, Hospitality, Sales Operations, Leadership
Education
Jefferson College 1992 — 1994
Associate's degree, Business Administration and Management, General
World Wide Technology November 2005 - Present
Darden Restaurants April 2003 - November 2005
Taco Bell December 1990 - May 2003
Edward Jones March 1999 - 2001
Skills
Customer Service, Sales, Salesforce.com, Process Improvement, Sales Process, Vendor Management, Microsoft Office, Selling, Customer Satisfaction, Hospitality, Sales Operations, Leadership
Education
Jefferson College 1992 — 1994
Associate's degree, Business Administration and Management, General
Jennifer Main Jennifer Main's Edward Jones Experience November 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Prudential Financial February 2013 - October 2013
Financial Resource Network June 2010 - November 2011
Massage Heights Ankeny-Johnston 2008 - 2011
Northwestern Mutual May 1996 - June 2010
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Long-term Care, Wealth Management, IRAs, Mutual Funds
Education
Iowa State University - College of Business 1993 — 1996
Business Management, Management
Edward Jones November 2013 - Present
Prudential Financial February 2013 - October 2013
Financial Resource Network June 2010 - November 2011
Massage Heights Ankeny-Johnston 2008 - 2011
Northwestern Mutual May 1996 - June 2010
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Long-term Care, Wealth Management, IRAs, Mutual Funds
Education
Iowa State University - College of Business 1993 — 1996
Business Management, Management
Daniel Essen Daniel Essen's Edward Jones Experience 2004 - 2006
Job Proven Leadership with Diverse and Unique Experience.
Industry Executive Office
Experience
Independent Contractor 2010 - Present
Walmart 2007 - 2010
Edward Jones 2004 - 2006
Elizabeth Richardson Center, Inc. 2001 - 2004
Dr. Richard E. Brown, Jr. 2001 - 2001
JB Hunt Transport Services, Inc. 1995 - 2000
United States Air Force 1992 - 1996
Skills
Leadership, Social Services, Training, Management, Human Resources, Customer Service, Team Building
Education
University of Arkansas at Fayetteville 2011 — 2013
Electrical Engineering
University of Arkansas 2003 — 2004
Counselor Education
John Brown University 1997 — 2000
B.S., Family and Human Services, 3.2
civic memorial high school
Independent Contractor 2010 - Present
Walmart 2007 - 2010
Edward Jones 2004 - 2006
Elizabeth Richardson Center, Inc. 2001 - 2004
Dr. Richard E. Brown, Jr. 2001 - 2001
JB Hunt Transport Services, Inc. 1995 - 2000
United States Air Force 1992 - 1996
Skills
Leadership, Social Services, Training, Management, Human Resources, Customer Service, Team Building
Education
University of Arkansas at Fayetteville 2011 — 2013
Electrical Engineering
University of Arkansas 2003 — 2004
Counselor Education
John Brown University 1997 — 2000
B.S., Family and Human Services, 3.2
civic memorial high school
Dave Ellington Dave Ellington's Edward Jones Experience 2000 - 2006
Job Law Enforcement and Physical Security
Industry Public Safety
Experience
City of St. Louis February 2014 - Present
Armored Solutions/ATM Solutions March 2012 - February 2014
UPS November 2011 - December 2011
Mexico Public Safety Department October 2010 - October 2011
Fulton State Hospital March 2010 - October 2011
Jefferson County Sheriff's Office July 2008 - February 2010
Crystal City Police Dept August 2006 - July 2008
Houlihan's Restaurants, Inc. May 2004 - June 2006
Edward Jones 2000 - 2006
Skills
P.O.S.T 1000 HRS, Advanced Fire Fighting, Criminal Justice, Physical Security, Investigations, CPR/AED Certified, Public Safety, Public Speaking, Toastmasters CTM, Corporate Finance, Logistics, Customer Service, First Responder, Corrections, Communications/Dispatchi..., Team Oriented, Self-driven, Leadership Development, Able To Multi-task, Report Writing, Computer Literate, Creative Problem Solving, Time management skills, Data Entry, Defensive Tactics, Firearms, Defensive Driving, Attention To Detail, ProAct Behavioral..., Private Investigations, First Aid, Time Management, Criminal Investigations, Homeland Security, Investigation, Law Enforcement, Leadership, Microsoft Office
Education
Jefferson College 2008 — 2008
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
City of St. Louis February 2014 - Present
Armored Solutions/ATM Solutions March 2012 - February 2014
UPS November 2011 - December 2011
Mexico Public Safety Department October 2010 - October 2011
Fulton State Hospital March 2010 - October 2011
Jefferson County Sheriff's Office July 2008 - February 2010
Crystal City Police Dept August 2006 - July 2008
Houlihan's Restaurants, Inc. May 2004 - June 2006
Edward Jones 2000 - 2006
Skills
P.O.S.T 1000 HRS, Advanced Fire Fighting, Criminal Justice, Physical Security, Investigations, CPR/AED Certified, Public Safety, Public Speaking, Toastmasters CTM, Corporate Finance, Logistics, Customer Service, First Responder, Corrections, Communications/Dispatchi..., Team Oriented, Self-driven, Leadership Development, Able To Multi-task, Report Writing, Computer Literate, Creative Problem Solving, Time management skills, Data Entry, Defensive Tactics, Firearms, Defensive Driving, Attention To Detail, ProAct Behavioral..., Private Investigations, First Aid, Time Management, Criminal Investigations, Homeland Security, Investigation, Law Enforcement, Leadership, Microsoft Office
Education
Jefferson College 2008 — 2008
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
Shawn Shepherd Shawn Shepherd's Edward Jones Experience October 2010 - March 2013
Job Client Relations Specialist V Wealth Management Metcalf Partners
Industry Financial Services
Experience
V Wealth Management - Metcalf Partners March 2013 - Present
Edward Jones October 2010 - March 2013
JB Midwest Distributing, LLC June 1990 - October 2010
Skills
Retirement, Wealth Management, 401k Rollovers, Series 7, Saving for Education, IRAs, Investment Advisory, Wealth Accumulation, Roth IRA, Strategic Financial..., Investment Strategies, Series 66
Education
Kansas State University 1985 — 1989
Business and Personal/Financial Services Marketing Operations
Johnson County Community College 1983 — 1985
Shawnee Mission West High School 1980 — 1983
V Wealth Management - Metcalf Partners March 2013 - Present
Edward Jones October 2010 - March 2013
JB Midwest Distributing, LLC June 1990 - October 2010
Skills
Retirement, Wealth Management, 401k Rollovers, Series 7, Saving for Education, IRAs, Investment Advisory, Wealth Accumulation, Roth IRA, Strategic Financial..., Investment Strategies, Series 66
Education
Kansas State University 1985 — 1989
Business and Personal/Financial Services Marketing Operations
Johnson County Community College 1983 — 1985
Shawnee Mission West High School 1980 — 1983
Chris Birkenbeul Chris Birkenbeul's Edward Jones Experience September 2003 - March 2005
Job Internal Annuity Wholesaler at Ash Brokerage specializing in Fixed Annuities
Industry Financial Services
Experience
Ash Brokerage August 2014 - Present
Ash Brokerage June 2008 - August 2014
Ash Brokerage June 2008 - February 2014
MetLife January 2007 - June 2008
Fifth Third Securities March 2005 - November 2006
Edward Jones September 2003 - March 2005
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Estate Planning, Whole Life, Universal Life, Mutual Funds, Financial Planners, Annuity Sales, Building Relationships, Account Management, Long-term Care, Financial Advisory, Investments, Financial Services, Insurance, Relationship Building
Education
Trine University-Fort Wayne Regional Campus 2006 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ivy Tech Community College 1990 — 1992
Associate of Science (A.S.), Accounting
Ash Brokerage August 2014 - Present
Ash Brokerage June 2008 - August 2014
Ash Brokerage June 2008 - February 2014
MetLife January 2007 - June 2008
Fifth Third Securities March 2005 - November 2006
Edward Jones September 2003 - March 2005
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Estate Planning, Whole Life, Universal Life, Mutual Funds, Financial Planners, Annuity Sales, Building Relationships, Account Management, Long-term Care, Financial Advisory, Investments, Financial Services, Insurance, Relationship Building
Education
Trine University-Fort Wayne Regional Campus 2006 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ivy Tech Community College 1990 — 1992
Associate of Science (A.S.), Accounting
Sean Manatt Sean Manatt's Edward Jones Experience June 2007 - Present
Job Outdoor Enthusiast & Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2007 - Present
Skills
Financial Advisory, Finance, Series 7, Mutual Funds, Retirement, Fixed Annuities, Estate Planning, Life Insurance, IRAs, Retirement Planning, Series 63, Investments, Strategic Planning, Asset Allocation, Credit, Insurance, Financial Analysis, Mortgage Lending, Asset Management
Education
Iowa State University
Bachelor of Science, Business Management
Edward Jones June 2007 - Present
Skills
Financial Advisory, Finance, Series 7, Mutual Funds, Retirement, Fixed Annuities, Estate Planning, Life Insurance, IRAs, Retirement Planning, Series 63, Investments, Strategic Planning, Asset Allocation, Credit, Insurance, Financial Analysis, Mortgage Lending, Asset Management
Education
Iowa State University
Bachelor of Science, Business Management
Jason Kleemeier Jason Kleemeier's Edward Jones Experience September 1999 - February 2002
Job Financial Consultant at Iowa Wealth Management
Industry Investment Management
Experience
Self-employed October 2009 - Present
Iowa Wealth Management October 2009 - Present
USB Investment Center February 2002 - October 2009
Edward Jones September 1999 - February 2002
Education
Iowa State University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Self-employed October 2009 - Present
Iowa Wealth Management October 2009 - Present
USB Investment Center February 2002 - October 2009
Edward Jones September 1999 - February 2002
Education
Iowa State University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Jo Fultz Jo Fultz's Edward Jones Experience July 1999 - June 2010
Job OwnerMidwest Retailers
Industry Retail
Experience
Midwest Retailers February 2008 - Present
Edward Jones July 1999 - June 2010
MidAmerican Energy Company March 1996 - July 1999
39th Medical Group - GS Employee February 1995 - March 1996
Community Bank (UK) August 1993 - February 1995
Yuba Feather Medical Group April 1990 - September 1991
Midwest Minor Medical August 1988 - October 1989
Skills
Customer Service, Security Clearance, Strategic Planning, Leadership, Team Building, Training, Process Improvement, Project Management, Insurance, Public Speaking, Team Leadership, Leadership Development
Education
Iowa Western Community College 1986 — 1988
Medical/Clinical Assistant
Glenwood Community High School
Midwest Retailers February 2008 - Present
Edward Jones July 1999 - June 2010
MidAmerican Energy Company March 1996 - July 1999
39th Medical Group - GS Employee February 1995 - March 1996
Community Bank (UK) August 1993 - February 1995
Yuba Feather Medical Group April 1990 - September 1991
Midwest Minor Medical August 1988 - October 1989
Skills
Customer Service, Security Clearance, Strategic Planning, Leadership, Team Building, Training, Process Improvement, Project Management, Insurance, Public Speaking, Team Leadership, Leadership Development
Education
Iowa Western Community College 1986 — 1988
Medical/Clinical Assistant
Glenwood Community High School
Jennifer Trusty Jennifer Trusty's Edward Jones Experience January 2014 - Present
Job Student at Ivy Tech Community College
Industry Public Relations and Communications
Experience
Edward Jones January 2014 - Present
Edward Jones January 2014 - Present
Dayspring Daycare August 2014 - February 2015
D.M.I.I. January 2011 - June 2014
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Research, Facebook, Teamwork, Social Networking, Event Management, Outlook, Data Entry, Time Management, Editing, Office Management
Education
Ivy Tech Community College 2010 — 2015
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Edward Jones January 2014 - Present
Edward Jones January 2014 - Present
Dayspring Daycare August 2014 - February 2015
D.M.I.I. January 2011 - June 2014
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Research, Facebook, Teamwork, Social Networking, Event Management, Outlook, Data Entry, Time Management, Editing, Office Management
Education
Ivy Tech Community College 2010 — 2015
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Carmen Bohlke's Edward Jones Experience March 2003 - May 2005
Job Sales Solution Specialist at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group December 2012 - Present
The 401k Latte Company April 2012 - September 2012
The 401k Latte Company March 2011 - April 2012
Michael Traxler Wealth Management, LLC May 2005 - February 2011
Edward Jones March 2003 - May 2005
Skills
Series 7, Retirement Planning, Retirement, Asset Management, Insurance, Fixed Annuities, Strategic Financial..., Financial Analysis, Customer Service, Investments, Asset Managment, Wealth Management, Series 63, Series 6, Mutual Funds, Investment Advisory, Financial Planning
Education
Iowa State University - College of Business 1982 — 1985
BBA, Finance
Cetera Financial Group December 2012 - Present
The 401k Latte Company April 2012 - September 2012
The 401k Latte Company March 2011 - April 2012
Michael Traxler Wealth Management, LLC May 2005 - February 2011
Edward Jones March 2003 - May 2005
Skills
Series 7, Retirement Planning, Retirement, Asset Management, Insurance, Fixed Annuities, Strategic Financial..., Financial Analysis, Customer Service, Investments, Asset Managment, Wealth Management, Series 63, Series 6, Mutual Funds, Investment Advisory, Financial Planning
Education
Iowa State University - College of Business 1982 — 1985
BBA, Finance
Kellie McMahon's Edward Jones Experience May 2008 - October 2008
Job Licensed Insurance Workflow Efficiency Professional
Industry Financial Services
Experience
BFG June 2015 - Present
CPM Insurance Services LLC April 2014 - May 2015
Hollis D Segur Incorporated October 2009 - March 2014
Edward Jones May 2008 - October 2008
The Hartford February 2001 - May 2008
Skills
Property & Casualty..., Insurance, Health Insurance, Commercial Insurance, Workers Compensation, General Insurance, Life Insurance, Small Business, Casualty, Sales, Disability Insurance, Professional Liability, Umbrella Insurance, Account Management, Marketing, Legal Liability, Commercial Lines, Brokers, Account Reconciliation, Accounts Receivable, Accounts Payable, Customer Service, Underwriting, Liability, Process Improvement, Employee Benefits, Accounting, Leadership, Team Building, Casualty Insurance, Full-Charge Bookkeeping
Education
Johnson & Wales University 1988 — 1992
Bachelor's, Marketing
BFG June 2015 - Present
CPM Insurance Services LLC April 2014 - May 2015
Hollis D Segur Incorporated October 2009 - March 2014
Edward Jones May 2008 - October 2008
The Hartford February 2001 - May 2008
Skills
Property & Casualty..., Insurance, Health Insurance, Commercial Insurance, Workers Compensation, General Insurance, Life Insurance, Small Business, Casualty, Sales, Disability Insurance, Professional Liability, Umbrella Insurance, Account Management, Marketing, Legal Liability, Commercial Lines, Brokers, Account Reconciliation, Accounts Receivable, Accounts Payable, Customer Service, Underwriting, Liability, Process Improvement, Employee Benefits, Accounting, Leadership, Team Building, Casualty Insurance, Full-Charge Bookkeeping
Education
Johnson & Wales University 1988 — 1992
Bachelor's, Marketing
Debra Wojciechowski Debra Wojciechowski's Edward Jones Experience March 2013 - August 2013
Job Shaklee Senior Director
Industry Health, Wellness and Fitness
Experience
State Farm Insurance August 1993 - Present
Shaklee March 2007 - Present
University of Phoenix April 2014 - July 2014
Edward Jones March 2013 - August 2013
Plainfield Community Consolidated School District August 2002 - May 2004
Crown Life Insurance Company January 1986 - January 1987
Skills
Health Insurance, Customer Service, Small Business, Social Networking, Leadership, Healthcare, Wellness, Nutrition, Insurance, Employee Benefits, Public Speaking, Coaching, Team Building, Term Life Insurance, Sales, Health, Social Media, Cold Calling, Home Based Business, Sales Management, Marketing, Networking, Training, Wellness Coaching, Supplements, Account Management, Leadership Development, Long-term Care, Time Management, Entrepreneurship, Business Networking, Teamwork, Recruiting, Social Media Marketing, Customer Retention, Customer Satisfaction, Event Planning, Online Marketing, Salesforce.com, Fundraising, Marketing Strategy, New Business Development, Strategic Planning, Lead Generation, Microsoft Word, Email Marketing, Selling, Team Management, Management, Team Leadership
Education
University of Phoenix 2003 — 2006
Bachelors, Informational Technology, 3.85
Joliet Junior College 1996 — 2000
Associates in Arts, Education
State Farm Insurance August 1993 - Present
Shaklee March 2007 - Present
University of Phoenix April 2014 - July 2014
Edward Jones March 2013 - August 2013
Plainfield Community Consolidated School District August 2002 - May 2004
Crown Life Insurance Company January 1986 - January 1987
Skills
Health Insurance, Customer Service, Small Business, Social Networking, Leadership, Healthcare, Wellness, Nutrition, Insurance, Employee Benefits, Public Speaking, Coaching, Team Building, Term Life Insurance, Sales, Health, Social Media, Cold Calling, Home Based Business, Sales Management, Marketing, Networking, Training, Wellness Coaching, Supplements, Account Management, Leadership Development, Long-term Care, Time Management, Entrepreneurship, Business Networking, Teamwork, Recruiting, Social Media Marketing, Customer Retention, Customer Satisfaction, Event Planning, Online Marketing, Salesforce.com, Fundraising, Marketing Strategy, New Business Development, Strategic Planning, Lead Generation, Microsoft Word, Email Marketing, Selling, Team Management, Management, Team Leadership
Education
University of Phoenix 2003 — 2006
Bachelors, Informational Technology, 3.85
Joliet Junior College 1996 — 2000
Associates in Arts, Education
Paul Markham Paul Markham's Edward Jones Experience March 1994 - April 1995
Job SQL Server Developer at Charter Communications (Consultant)
Industry Information Technology and Services
Experience
Charter Communications September 2015 - Present
Charter Communications (Consultant) September 2015 - Present
KBM Group: Health Services July 2011 - May 2015
US Bank November 2010 - July 2011
Anheuser-Busch InBev January 2010 - June 2010
HL Group Inc. April 2009 - October 2009
Trane (Ingersoll-Rand) January 1998 - November 2008
MasterCard April 1995 - January 1998
Edward Jones March 1994 - April 1995
Edison Brothers Stores February 1985 - March 1994
Skills
Microsoft SQL Server, Databases, T-SQL, SQL, Visual Studio, SDLC, VB.NET, Visual Basic, .NET, Crystal Reports, Integration, Testing, Business Analysis, VMware, Software Development, SSIS, ERwin Data Modeling, COBOL/COBOL II, DB2, WinForms, Management
Education
Iowa State University 1970 — 1973
Bachelors, Computer Science
Charter Communications September 2015 - Present
Charter Communications (Consultant) September 2015 - Present
KBM Group: Health Services July 2011 - May 2015
US Bank November 2010 - July 2011
Anheuser-Busch InBev January 2010 - June 2010
HL Group Inc. April 2009 - October 2009
Trane (Ingersoll-Rand) January 1998 - November 2008
MasterCard April 1995 - January 1998
Edward Jones March 1994 - April 1995
Edison Brothers Stores February 1985 - March 1994
Skills
Microsoft SQL Server, Databases, T-SQL, SQL, Visual Studio, SDLC, VB.NET, Visual Basic, .NET, Crystal Reports, Integration, Testing, Business Analysis, VMware, Software Development, SSIS, ERwin Data Modeling, COBOL/COBOL II, DB2, WinForms, Management
Education
Iowa State University 1970 — 1973
Bachelors, Computer Science
Artem Serikov Artem Serikov's Edward Jones Experience March 2009 - September 2010
Job Senior Account Manager at RBC Royal Bank
Industry Financial Services
Experience
RBC Royal Bank February 2011 - Present
Edward Jones March 2009 - September 2010
Skills
Wealth Management, Investments, Portfolio Management, Banking, Strategic Financial..., Mutual Funds, Strategy, Financial Modeling, Financial Services, Credit, Credit Analysis, Capital Markets, Commercial Banking, Credit Risk, Financial Planning
Education
Ivey Business School at Western University 2007 — 2008
MBA, Finance
Institute of Finance and Economics
Honors Bachelor, Economics and Finance
RBC Royal Bank February 2011 - Present
Edward Jones March 2009 - September 2010
Skills
Wealth Management, Investments, Portfolio Management, Banking, Strategic Financial..., Mutual Funds, Strategy, Financial Modeling, Financial Services, Credit, Credit Analysis, Capital Markets, Commercial Banking, Credit Risk, Financial Planning
Education
Ivey Business School at Western University 2007 — 2008
MBA, Finance
Institute of Finance and Economics
Honors Bachelor, Economics and Finance
Kevin Yingst's Edward Jones Experience May 2002 - Present
Job FINANCIAL ADVISOR at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
Wal-Mart February 1994 - July 2000
Skills
Customer Service, Fixed Annuities, Financial Analysis, Asset Management, Forecasting, Investment Strategies, Investments, Life Insurance, Leadership, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Financial Planners
Education
John Brown University 2000 — 2002
Bachelors, Management
University of Arkansas at Fayetteville
BHS
Edward Jones May 2002 - Present
Wal-Mart February 1994 - July 2000
Skills
Customer Service, Fixed Annuities, Financial Analysis, Asset Management, Forecasting, Investment Strategies, Investments, Life Insurance, Leadership, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Financial Planners
Education
John Brown University 2000 — 2002
Bachelors, Management
University of Arkansas at Fayetteville
BHS
Timothy Edgington Timothy Edgington's Edward Jones Experience 2004 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2004 - Present
KeyBank 1996 - 2004
Education
John Carroll University 1998 — 2000
Masters, Business Administration
John Carroll University 1990 — 1994
Edward Jones 2004 - Present
KeyBank 1996 - 2004
Education
John Carroll University 1998 — 2000
Masters, Business Administration
John Carroll University 1990 — 1994
Trever Kuipers Trever Kuipers's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Family Heritage September 2010 - February 2013
Select Exotics February 2006 - September 2010
Double Diamond Genetics December 2004 - February 2006
Skills
Leadership, Customer Service, Strategic Planning, Financial Analysis, Microsoft Excel, Marketing, Budgets, Sales, Management, Public Speaking, Small Business, Agriculture, Finance, Insurance, 401k Rollovers, Retirement Planning, Job Transition, Social Media, Event Planning
Education
University of Illinois at Urbana-Champaign 2002 — 2004
BS, Animal Sciences
Joliet Junior College 2000 — 2002
Asoociate, Agriculture
Edward Jones October 2012 - Present
Family Heritage September 2010 - February 2013
Select Exotics February 2006 - September 2010
Double Diamond Genetics December 2004 - February 2006
Skills
Leadership, Customer Service, Strategic Planning, Financial Analysis, Microsoft Excel, Marketing, Budgets, Sales, Management, Public Speaking, Small Business, Agriculture, Finance, Insurance, 401k Rollovers, Retirement Planning, Job Transition, Social Media, Event Planning
Education
University of Illinois at Urbana-Champaign 2002 — 2004
BS, Animal Sciences
Joliet Junior College 2000 — 2002
Asoociate, Agriculture
Tony Douglas Tony Douglas's Edward Jones Experience October 2010 - January 2011
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Crossfit West Des Moines October 2013 - Present
Principal Financial Group September 2013 - Present
Principal Financial Group February 2013 - September 2013
Principal Financial Group January 2011 - February 2013
Edward Jones October 2010 - January 2011
Principal Financial Group June 2006 - October 2010
Goldsmith Seeds June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Inventory Management, New Business Development, Market Research, Marketing, Analysis, Insurance, Marketing Strategy, Sales, Sales Operations, Finance, Process Improvement, Strategic Planning
Education
Iowa State University 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing
Crossfit West Des Moines October 2013 - Present
Principal Financial Group September 2013 - Present
Principal Financial Group February 2013 - September 2013
Principal Financial Group January 2011 - February 2013
Edward Jones October 2010 - January 2011
Principal Financial Group June 2006 - October 2010
Goldsmith Seeds June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Inventory Management, New Business Development, Market Research, Marketing, Analysis, Insurance, Marketing Strategy, Sales, Sales Operations, Finance, Process Improvement, Strategic Planning
Education
Iowa State University 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing
Oleg Barun Oleg Barun's Edward Jones Experience June 2015 - Present
Job Equity Trading at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Townsend Capital Management, LLC June 2014 - June 2015
Edward Jones May 2014 - August 2014
Staples February 2013 - February 2014
VSS Inc. November 2010 - December 2012
Skills
Finance, Microsoft Excel, Bloomberg, Research, Sales Management, Salesforce.com, Cold Calling Experience, Financial Modeling, Asset Management, Risk Management, Trade Compliance, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.) - Isenberg School of Management, Finance
Edward Jones June 2015 - Present
Townsend Capital Management, LLC June 2014 - June 2015
Edward Jones May 2014 - August 2014
Staples February 2013 - February 2014
VSS Inc. November 2010 - December 2012
Skills
Finance, Microsoft Excel, Bloomberg, Research, Sales Management, Salesforce.com, Cold Calling Experience, Financial Modeling, Asset Management, Risk Management, Trade Compliance, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.) - Isenberg School of Management, Finance
Robert M. Karaya Robert M. Karaya's Edward Jones Experience March 2009 - April 2010
Job Agency House Account Manager & Financial Advisor at MassMutual Oklahoma
Industry Financial Services
Experience
MassMutual Oklahoma January 2014 - Present
MassMutual Oklahoma September 2010 - Present
Upendo Kids August 2007 - Present
Edward Jones March 2009 - April 2010
Oklahoma State University August 2004 - August 2006
Skills
Investment Strategies, Investments, Retirement, Wealth Preservation..., Small Business..., Disability Insurance, Relationship Marketing, Project Planning, Non-profit Volunteer, Estate Planning, Financial Analysis, Life Insurance, Fixed Annuities, IRAs, Asset Allocation, Portfolio Management, Giving Back, Employee Benefits, Long Term Care Insurance
Education
Oklahoma State University 2004 — 2006
Masters, Ag Economics
Jomo Kenyatta University of Agriculture and Technology 1998 — 2001
Bachelors, Food Science
MassMutual Oklahoma January 2014 - Present
MassMutual Oklahoma September 2010 - Present
Upendo Kids August 2007 - Present
Edward Jones March 2009 - April 2010
Oklahoma State University August 2004 - August 2006
Skills
Investment Strategies, Investments, Retirement, Wealth Preservation..., Small Business..., Disability Insurance, Relationship Marketing, Project Planning, Non-profit Volunteer, Estate Planning, Financial Analysis, Life Insurance, Fixed Annuities, IRAs, Asset Allocation, Portfolio Management, Giving Back, Employee Benefits, Long Term Care Insurance
Education
Oklahoma State University 2004 — 2006
Masters, Ag Economics
Jomo Kenyatta University of Agriculture and Technology 1998 — 2001
Bachelors, Food Science
Jennifer Thurston's Edward Jones Experience July 2015 - Present
Job Branch Office Administrator, Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
South State Bank September 2009 - March 2015
Talk, Inc. April 2009 - September 2009
Cape Fear Bank June 1998 - April 2009
BB&T September 1996 - May 1998
KeyBank September 1989 - August 1996
Skills
Public Relations, Banking, Customer Service, Event Planning, Leadership, Marketing Strategy, Consumer Lending, Loans, Strategic Planning, Credit Analysis, Retail Banking, Marketing, Social Media Marketing
Education
Jamestown Community College 1987 — 1990
Edward Jones July 2015 - Present
South State Bank September 2009 - March 2015
Talk, Inc. April 2009 - September 2009
Cape Fear Bank June 1998 - April 2009
BB&T September 1996 - May 1998
KeyBank September 1989 - August 1996
Skills
Public Relations, Banking, Customer Service, Event Planning, Leadership, Marketing Strategy, Consumer Lending, Loans, Strategic Planning, Credit Analysis, Retail Banking, Marketing, Social Media Marketing
Education
Jamestown Community College 1987 — 1990
Tyler Kempton Tyler Kempton's Edward Jones Experience May 2014 - August 2014
Job Associate Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2015 - Present
Park Place Technologies November 2014 - May 2015
Edward Jones May 2014 - August 2014
Buffalo Capital Strategies May 2013 - August 2013
John Carroll University September 2011 - May 2013
Walsh Duffield Companies, Inc. May 2012 - August 2012
Dakota Watch Company August 2009 - August 2011
Skills
Asset Allocation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Teamwork, Auditing, Customer Service, Investments, Social Media, Time Management, Finance, Public Speaking
Education
John Carroll University 2011 — 2015
Bachelor’s Degree, Finance
Principal Financial Group June 2015 - Present
Park Place Technologies November 2014 - May 2015
Edward Jones May 2014 - August 2014
Buffalo Capital Strategies May 2013 - August 2013
John Carroll University September 2011 - May 2013
Walsh Duffield Companies, Inc. May 2012 - August 2012
Dakota Watch Company August 2009 - August 2011
Skills
Asset Allocation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Teamwork, Auditing, Customer Service, Investments, Social Media, Time Management, Finance, Public Speaking
Education
John Carroll University 2011 — 2015
Bachelor’s Degree, Finance
Logan Reed's Edward Jones Experience August 2013 - Present
Job Orientation Operations Assistant at James Madison University
Industry Hospitality
Experience
James Madison University February 2015 - Present
Edward Jones August 2013 - Present
Aramark September 2014 - November 2014
Themed event September 2014 - October 2014
James Madison University January 2014 - August 2014
Ultimate Play Zone November 2012 - July 2014
Paper Mill Pharmacy & Gift Shop June 2009 - December 2009
Skills
Teamwork, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Team Building, Team Leadership, Interpersonal Skills, Outlook, English, Data Entry, Hospitality Management, Windows, Microsoft Excel, Photoshop, Editing, Access, Leadership, team, Student Affairs, Office Management
Education
James Madison University 2012 — 2016
Bachelor's Degree, Hospitality Administration/Management with Business & Art Minors
Dulaney High School 2008 — 2012
James Madison University February 2015 - Present
Edward Jones August 2013 - Present
Aramark September 2014 - November 2014
Themed event September 2014 - October 2014
James Madison University January 2014 - August 2014
Ultimate Play Zone November 2012 - July 2014
Paper Mill Pharmacy & Gift Shop June 2009 - December 2009
Skills
Teamwork, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Team Building, Team Leadership, Interpersonal Skills, Outlook, English, Data Entry, Hospitality Management, Windows, Microsoft Excel, Photoshop, Editing, Access, Leadership, team, Student Affairs, Office Management
Education
James Madison University 2012 — 2016
Bachelor's Degree, Hospitality Administration/Management with Business & Art Minors
Dulaney High School 2008 — 2012
David Ventura David Ventura's Edward Jones Experience July 2010 - December 2012
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Tax & Financial Group April 2013 - December 2014
Edward Jones July 2010 - December 2012
LEAF Financial Corporation November 2006 - January 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Business Planning, Small Business, Financial Services, Finance
Education
ITT Technical Institute-Orange 2001 — 2003
Calvary Chapel Costa Mesa 1997 — 2001
Wells Fargo February 2015 - Present
Tax & Financial Group April 2013 - December 2014
Edward Jones July 2010 - December 2012
LEAF Financial Corporation November 2006 - January 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Business Planning, Small Business, Financial Services, Finance
Education
ITT Technical Institute-Orange 2001 — 2003
Calvary Chapel Costa Mesa 1997 — 2001
Chadwick Hard's Edward Jones Experience June 2015 - August 2015
Job Manager of Ice House and MadxLabs at Center for Entrepreneurship JMU
Industry Financial Services
Experience
Center for Entrepreneurship August 2015 - Present
Edward Jones June 2015 - August 2015
The Washington Group December 2014 - January 2015
Signature Companies May 2013 - August 2014
Merrifield Garden Center May 2011 - September 2011
Continental Pools, Inc. May 2010 - September 2010
Skills
Team Building, Customer Service, Strategic Planning, Management, Leadership, Contract Management, Sales, Public Speaking, Contract Negotiation, Microsoft Office, Construction, Inventory Management, Renovation, Microsoft Excel, Business Analysis, PowerPoint, Teamwork, Microsoft Word, Social Media, Research, Event Planning
Education
James Madison University - College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management
Oakton High School 2008 — 2012
Center for Entrepreneurship August 2015 - Present
Edward Jones June 2015 - August 2015
The Washington Group December 2014 - January 2015
Signature Companies May 2013 - August 2014
Merrifield Garden Center May 2011 - September 2011
Continental Pools, Inc. May 2010 - September 2010
Skills
Team Building, Customer Service, Strategic Planning, Management, Leadership, Contract Management, Sales, Public Speaking, Contract Negotiation, Microsoft Office, Construction, Inventory Management, Renovation, Microsoft Excel, Business Analysis, PowerPoint, Teamwork, Microsoft Word, Social Media, Research, Event Planning
Education
James Madison University - College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management
Oakton High School 2008 — 2012
Ashley Parsons Ashley Parsons's Edward Jones Experience January 2014 - July 2015
Job Special Events Support Coordinator for American Heart Association
Industry Nonprofit Organization Management
Experience
American Heart Association American Stroke Association July 2015 - Present
Edward Jones January 2014 - July 2015
Dr. Patricia Skarda July 2007 - September 2014
ADNET Technologies, LLC May 2012 - December 2013
Hackworth School of Performing Arts September 2011 - November 2013
American Eagle Outfitters June 2008 - January 2013
The Guardian Life Insurance Company of America August 2011 - February 2012
Swing Juice January 2010 - May 2011
Weddings & Ceremonies December 2010 - February 2011
WaterFire Providence June 2010 - October 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Non-profits, Leadership, Sales, Time Management, Outlook, Microsoft Word, Microsoft Publisher, Event Planning, Event Management, Facebook, Fundraising, Social Networking, Organization, Social Media, Public Speaking, Teamwork
Education
Johnson & Wales University 2007 — 2011
Bachelors of Science, Sports, Entertainment, Event Management
Johnson and Wales University 2007 — 2011
Associates of Science, Accounting
Hampshire Regional High School 2001 — 2007
High School Diploma
American Heart Association American Stroke Association July 2015 - Present
Edward Jones January 2014 - July 2015
Dr. Patricia Skarda July 2007 - September 2014
ADNET Technologies, LLC May 2012 - December 2013
Hackworth School of Performing Arts September 2011 - November 2013
American Eagle Outfitters June 2008 - January 2013
The Guardian Life Insurance Company of America August 2011 - February 2012
Swing Juice January 2010 - May 2011
Weddings & Ceremonies December 2010 - February 2011
WaterFire Providence June 2010 - October 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Non-profits, Leadership, Sales, Time Management, Outlook, Microsoft Word, Microsoft Publisher, Event Planning, Event Management, Facebook, Fundraising, Social Networking, Organization, Social Media, Public Speaking, Teamwork
Education
Johnson & Wales University 2007 — 2011
Bachelors of Science, Sports, Entertainment, Event Management
Johnson and Wales University 2007 — 2011
Associates of Science, Accounting
Hampshire Regional High School 2001 — 2007
High School Diploma
Joseph Maddock Joseph Maddock's Edward Jones Experience February 2010 - January 2012
Job Senior Internal Benefits Consultant at Arch Benefits Group
Industry Commercial Real Estate
Experience
Arch Benefits Group January 2015 - Present
MLG Capital Group, LLC September 2013 - Present
New York Life Insurance Company January 2013 - September 2013
The Gig Bureau February 2012 - December 2012
Edward Jones February 2010 - January 2012
Wireless Lifestyle 2010 - 2011
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance, IRAs, 401k Rollovers, Time Management, Small Business, Customer Service, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Thought Leadership, Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Asset Protection, Succession Planning, Management, Event Planning, Marketing, Sales, Accounting, Loan Origination, Graphic Design, Commercial Real Estate, Proposal Writing, Report Writing, Public Speaking, Communication, Project Management, Microsoft Office, Social Media, Healthcare, Disability Insurance, Employee Benefits, Voluntary Employee..., Affordable Care Act, Group Benefit Plans
Education
Iowa Wesleyan College
Accounting and Finance
Missouri State University
Business
Oakville High School
Arch Benefits Group January 2015 - Present
MLG Capital Group, LLC September 2013 - Present
New York Life Insurance Company January 2013 - September 2013
The Gig Bureau February 2012 - December 2012
Edward Jones February 2010 - January 2012
Wireless Lifestyle 2010 - 2011
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance, IRAs, 401k Rollovers, Time Management, Small Business, Customer Service, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Thought Leadership, Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Asset Protection, Succession Planning, Management, Event Planning, Marketing, Sales, Accounting, Loan Origination, Graphic Design, Commercial Real Estate, Proposal Writing, Report Writing, Public Speaking, Communication, Project Management, Microsoft Office, Social Media, Healthcare, Disability Insurance, Employee Benefits, Voluntary Employee..., Affordable Care Act, Group Benefit Plans
Education
Iowa Wesleyan College
Accounting and Finance
Missouri State University
Business
Oakville High School
Kim Winter Kim Winter's Edward Jones Experience September 1999 - Present
Job financial advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 1999 - Present
Land O'Lakes October 1985 - August 1999
Education
Iowa State University 1977 — 1981
BS, Dairy Science
Edward Jones September 1999 - Present
Land O'Lakes October 1985 - August 1999
Education
Iowa State University 1977 — 1981
BS, Dairy Science
Penny Robb's Edward Jones Experience May 2010 - Present
Job IRA Specialist
Industry Financial Services
Experience
Financial Institution April 2015 - Present
Edward Jones May 2010 - Present
Financial Institution February 2001 - May 2010
Old National Bank October 1999 - February 2001
Sam's Club October 1987 - October 1999
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Team Building, Marketing, Accounting, Event Planning, Social Media, Administrative..., Accounts Payable, Payroll, Public Relations, Spreadsheets, Accounts Receivable, Human Resources, Office Administration, Telephone Skills, Inventory Management, Recruiting
Education
Ivy Tech Community College 1981 — 1983
Occupational certificate, Accounting
Ivy Tech Community College 1981 — 1983
Technical certificate, Computer Programming
Financial Institution April 2015 - Present
Edward Jones May 2010 - Present
Financial Institution February 2001 - May 2010
Old National Bank October 1999 - February 2001
Sam's Club October 1987 - October 1999
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Team Building, Marketing, Accounting, Event Planning, Social Media, Administrative..., Accounts Payable, Payroll, Public Relations, Spreadsheets, Accounts Receivable, Human Resources, Office Administration, Telephone Skills, Inventory Management, Recruiting
Education
Ivy Tech Community College 1981 — 1983
Occupational certificate, Accounting
Ivy Tech Community College 1981 — 1983
Technical certificate, Computer Programming
hannah busing's Edward Jones Experience November 2011 - February 2015
Job Graphic Designer at Graphics South, Inc.
Industry Financial Services
Experience
Graphics South, Inc. February 2015 - Present
Edward Jones November 2011 - February 2015
Skills
InDesign, Customer Service, Logo Design, Small Business, Adobe Creative Suite, Digital Photography, Photoshop, Leadership, Microsoft Word, Graphic Design, Typography, Adobe Design Programs, Calligraphy, Creativity, Internships, Print, Videography, Processing, Adobe Bridge, Illustrator, Communication, Marketing, Entrepreneurship, WordPress, Microsoft Office, Web Design, Responsive Web Design, Tourism Marketing, Sales
Education
Athens State University 2013 — 2015
Bachelor of Arts (BA), Graphic Design
John C Calhoun State Community College 2011 — 2013
Associate of Science (A.S.), General Studies, 3.0
Graphics South, Inc. February 2015 - Present
Edward Jones November 2011 - February 2015
Skills
InDesign, Customer Service, Logo Design, Small Business, Adobe Creative Suite, Digital Photography, Photoshop, Leadership, Microsoft Word, Graphic Design, Typography, Adobe Design Programs, Calligraphy, Creativity, Internships, Print, Videography, Processing, Adobe Bridge, Illustrator, Communication, Marketing, Entrepreneurship, WordPress, Microsoft Office, Web Design, Responsive Web Design, Tourism Marketing, Sales
Education
Athens State University 2013 — 2015
Bachelor of Arts (BA), Graphic Design
John C Calhoun State Community College 2011 — 2013
Associate of Science (A.S.), General Studies, 3.0
Dan McCool Dan McCool's Edward Jones Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - Present
First State Bank April 2014 - May 2014
Lowe's Home Improvement December 2012 - April 2014
Lowe's Home Improvement August 2012 - December 2012
Lowe's Home Improvement February 2012 - August 2012
Skills
Proficient in Microsoft..., Proficient in..., Fundamental Analysis of..., Technical Analysis of..., Investment Management, Financial Analysis, Banking, Cash Management, Customer Service, Credit, Access, Payroll, Finance, YouTube, Accounts Payable, Financial Planning, Risk Management, Financial Reporting, Microsoft Excel, Financial Accounting, Financial Services
Education
University of Tennessee at Martin 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Jackson State Community College 2010 — 2012
Associate of Science (A.S.), Accounting, 3.3
Edward Jones June 2014 - Present
First State Bank April 2014 - May 2014
Lowe's Home Improvement December 2012 - April 2014
Lowe's Home Improvement August 2012 - December 2012
Lowe's Home Improvement February 2012 - August 2012
Skills
Proficient in Microsoft..., Proficient in..., Fundamental Analysis of..., Technical Analysis of..., Investment Management, Financial Analysis, Banking, Cash Management, Customer Service, Credit, Access, Payroll, Finance, YouTube, Accounts Payable, Financial Planning, Risk Management, Financial Reporting, Microsoft Excel, Financial Accounting, Financial Services
Education
University of Tennessee at Martin 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Jackson State Community College 2010 — 2012
Associate of Science (A.S.), Accounting, 3.3
Erik Nilius's Edward Jones Experience October 2013 - Present
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones October 2013 - Present
VisionBank August 2011 - October 2013
Wells Fargo Home Mortgage July 2009 - August 2011
Education
Iowa State University 2008 — 2011
Bachelor of Science (B.S.), Finance
Edward Jones October 2013 - Present
VisionBank August 2011 - October 2013
Wells Fargo Home Mortgage July 2009 - August 2011
Education
Iowa State University 2008 — 2011
Bachelor of Science (B.S.), Finance
Shauna Stewart Shauna Stewart's Edward Jones Experience August 2006 - October 2013
Job Talent Acquisition Specialist
Industry Financial Services
Experience
Scottrade November 2013 - Present
Edward Jones August 2006 - October 2013
Professional Employment Group June 2006 - August 2006
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Internet Recruiting, Employee Benefits, Employee Relations, Human Resources, Corporate Recruiting, Sourcing, Hiring, Job Fairs, Interviews, PeopleSoft, Screening Resumes, Career Development, Screening, Employer Branding, Behavioral Interviewing, Building Relationships, Team Building, Financial Services, Training, Coaching, Deferred Compensation, Leadership, Benefits Administration, New Hire Orientations, Resume Writing, Management, Succession Planning, HRIS, Temporary Placement, Taleo, Workforce Planning
Education
ITT Technical Institute-Earth City
Bachelor's degree, Technical-Project Manager
McCluer Senior High School
Scottrade November 2013 - Present
Edward Jones August 2006 - October 2013
Professional Employment Group June 2006 - August 2006
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Internet Recruiting, Employee Benefits, Employee Relations, Human Resources, Corporate Recruiting, Sourcing, Hiring, Job Fairs, Interviews, PeopleSoft, Screening Resumes, Career Development, Screening, Employer Branding, Behavioral Interviewing, Building Relationships, Team Building, Financial Services, Training, Coaching, Deferred Compensation, Leadership, Benefits Administration, New Hire Orientations, Resume Writing, Management, Succession Planning, HRIS, Temporary Placement, Taleo, Workforce Planning
Education
ITT Technical Institute-Earth City
Bachelor's degree, Technical-Project Manager
McCluer Senior High School
Janet Berry's Edward Jones Experience March 2001 - March 2002
Job Executive Assistant
Industry Transportation/Trucking/Railroad
Experience
Freightquote.com April 2007 - April 2015
George K. Baum & Company March 2002 - April 2007
Edward Jones March 2001 - March 2002
Haas & Wilkerson Insurance March 1990 - May 2000
Skills
Executive Support, Executive Calendar..., Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Employee Recognition, Account Management, Relationship Building, Corporate Events, Travel Management, Special Events..., Business Travel, Negotiation, Secretarial Skills, Customer Service, Email, Transportation, Organization Skills, Internal & External..., Internet Resources, Time Management, Inventory Management
Education
Johnson County Community College
General Studies
Olathe North High School
Freightquote.com April 2007 - April 2015
George K. Baum & Company March 2002 - April 2007
Edward Jones March 2001 - March 2002
Haas & Wilkerson Insurance March 1990 - May 2000
Skills
Executive Support, Executive Calendar..., Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Employee Recognition, Account Management, Relationship Building, Corporate Events, Travel Management, Special Events..., Business Travel, Negotiation, Secretarial Skills, Customer Service, Email, Transportation, Organization Skills, Internal & External..., Internet Resources, Time Management, Inventory Management
Education
Johnson County Community College
General Studies
Olathe North High School
Mark Lien Mark Lien's Edward Jones Experience January 2011 - May 2012
Job Senior Vice President at Appistry
Industry Financial Services
Experience
Appistry August 2013 - Present
Cornerstone Wealth Management May 2012 - August 2013
Edward Jones January 2011 - May 2012
American Funds Dist February 1998 - June 2009
J&W Seligman 1994 - 1996
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 63, Securities, ETFs, Alternative Investments, Asset Allocation, Retirement, IRAs, Asset Management, Investment Advisory, Investment Strategies
Education
Iowa State University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Appistry August 2013 - Present
Cornerstone Wealth Management May 2012 - August 2013
Edward Jones January 2011 - May 2012
American Funds Dist February 1998 - June 2009
J&W Seligman 1994 - 1996
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 63, Securities, ETFs, Alternative Investments, Asset Allocation, Retirement, IRAs, Asset Management, Investment Advisory, Investment Strategies
Education
Iowa State University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Cara Browdy Cara Browdy's Edward Jones Experience January 2013 - May 2013
Job Tax Nerd
Industry Accounting
Experience
Self-Employed January 2012 - Present
H&R Block January 2015 - April 2015
IRS VITA Program January 2014 - April 2015
Nimmons Wealth Management December 2013 - December 2014
Target October 2010 - June 2014
Edward Jones January 2013 - May 2013
Skills
Individual Income Tax,..., Payroll, QuickBooks, Accounting, Payroll Taxes, Sales Tax, Microsoft Excel, Financial Analysis, Inventory Management, Customer Service, PowerPoint, Tax, Tax Preparation, Financial Reporting, Tax Returns
Education
University of Missouri-Saint Louis 2014 — 2016
MAcc, Accounting
University of Missouri-Saint Louis 2012 — 2014
BS, Accounting and Finance
Jefferson College 2010 — 2012
Associate of Science (AS), Accounting
Self-Employed January 2012 - Present
H&R Block January 2015 - April 2015
IRS VITA Program January 2014 - April 2015
Nimmons Wealth Management December 2013 - December 2014
Target October 2010 - June 2014
Edward Jones January 2013 - May 2013
Skills
Individual Income Tax,..., Payroll, QuickBooks, Accounting, Payroll Taxes, Sales Tax, Microsoft Excel, Financial Analysis, Inventory Management, Customer Service, PowerPoint, Tax, Tax Preparation, Financial Reporting, Tax Returns
Education
University of Missouri-Saint Louis 2014 — 2016
MAcc, Accounting
University of Missouri-Saint Louis 2012 — 2014
BS, Accounting and Finance
Jefferson College 2010 — 2012
Associate of Science (AS), Accounting
Pete Keane, AAMS Pete Keane, AAMS's Edward Jones Experience January 2002 - Present
Job Financial Advisor, AAMS at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2002 - Present
Skills
401k Rollovers, Roth IRA, Retirement, Retirement Planning, Portfolio and..., 401k, Traditional IRA, SEP IRA, Simple IRA, 529 Plans, Common Stocks, Bonds, Estate Considerations, Mutual Funds
Education
John Wood Community College 1992 — 1994
Edward Jones January 2002 - Present
Skills
401k Rollovers, Roth IRA, Retirement, Retirement Planning, Portfolio and..., 401k, Traditional IRA, SEP IRA, Simple IRA, 529 Plans, Common Stocks, Bonds, Estate Considerations, Mutual Funds
Education
John Wood Community College 1992 — 1994
Kirsten Scott Kirsten Scott's Edward Jones Experience 2011 - 2012
Job Student
Industry Hospitality
Experience
Edward Jones 2011 - 2012
Mitchell's Catering Company August 2010 - December 2011
Sullivan's Steakhouse May 2010 - November 2011
Ruth's Chris Steakhouse April 2006 - May 2010
Graham Dance Company May 2009 - July 2009
Skills
Organizational..., Great People Skills, Fast Learner, Event Planning, Public Speaking, Customer Relations, Microsoft Office, Word, Excel, Advertising, Public Relations, Problem Solving, Teamwork
Education
Johnson & Wales University-Charlotte 2012 — 2013
Hotel & Logding Management, Hospitality
Meredith College 2006 — 2011
B.A, Interpersonal Communications
Edward Jones 2011 - 2012
Mitchell's Catering Company August 2010 - December 2011
Sullivan's Steakhouse May 2010 - November 2011
Ruth's Chris Steakhouse April 2006 - May 2010
Graham Dance Company May 2009 - July 2009
Skills
Organizational..., Great People Skills, Fast Learner, Event Planning, Public Speaking, Customer Relations, Microsoft Office, Word, Excel, Advertising, Public Relations, Problem Solving, Teamwork
Education
Johnson & Wales University-Charlotte 2012 — 2013
Hotel & Logding Management, Hospitality
Meredith College 2006 — 2011
B.A, Interpersonal Communications
Nicholas Emmerson Nicholas Emmerson's Edward Jones Experience July 2005 - January 2007
Job Trust Officer at The Farmers National Bank Of Prophetstown
Industry Investment Management
Experience
The Farmers National Bank Of Prophetstown May 2015 - Present
AgPerspective Capital Management June 2008 - May 2015
MB Financial Bank January 2007 - June 2008
Edward Jones July 2005 - January 2007
Skills
Finance, Series 7, Strategic Financial..., Insurance, Loans, Financial Services, Sales, Commodity Risk..., Commodity, Risk Management, Long-term Customer..., Options Strategies, Microsoft Office, Crop Insurance, Customer Service
Education
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
JD DARNALL
The Farmers National Bank Of Prophetstown May 2015 - Present
AgPerspective Capital Management June 2008 - May 2015
MB Financial Bank January 2007 - June 2008
Edward Jones July 2005 - January 2007
Skills
Finance, Series 7, Strategic Financial..., Insurance, Loans, Financial Services, Sales, Commodity Risk..., Commodity, Risk Management, Long-term Customer..., Options Strategies, Microsoft Office, Crop Insurance, Customer Service
Education
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
JD DARNALL
Erin Salehiamin Erin Salehiamin's Edward Jones Experience June 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Events Services
Experience
Edward Jones June 2013 - Present
Ben Franklin Academy - Highlands Ranch June 2011 - June 2013
E. Salehiamin, Inc. April 2007 - June 2013
Caption Colorado LLC April 2010 - December 2010
McGhee Productivity Solutions, Inc September 2008 - September 2009
Arise Virtual Solutions Inc. July 2007 - April 2009
GE Money October 2007 - December 2007
SKCE, Inc June 2000 - December 2000
Accu-Tech April 1998 - April 2000
Skills
Project Management, Training, Budgets, Customer Service, System Administration, Public Speaking, Team Building, Outlook, Microsoft Office, Event Planning, Public Relations, Social Media, Coaching, Account Management, Event Management, Non-profits, Strategic Planning, Team Leadership, PowerPoint, Marketing, Microsoft Word, Research, Microsoft Excel, Sales, Community Outreach, Leadership, Editing, Fundraising, Nonprofits
Education
Johnson County Community College 2003 — 2006
Psychology, Anthropology, Algebra, English Compositions, both I and II
Longview Community College 1995 — 1997
Accounting I, Computer Applications, Development, Basic Economic Issues, Introduction to Algebra, Li
Vatterott College 1993 — 1994
Computer Software Applications, Accounting
Edward Jones June 2013 - Present
Ben Franklin Academy - Highlands Ranch June 2011 - June 2013
E. Salehiamin, Inc. April 2007 - June 2013
Caption Colorado LLC April 2010 - December 2010
McGhee Productivity Solutions, Inc September 2008 - September 2009
Arise Virtual Solutions Inc. July 2007 - April 2009
GE Money October 2007 - December 2007
SKCE, Inc June 2000 - December 2000
Accu-Tech April 1998 - April 2000
Skills
Project Management, Training, Budgets, Customer Service, System Administration, Public Speaking, Team Building, Outlook, Microsoft Office, Event Planning, Public Relations, Social Media, Coaching, Account Management, Event Management, Non-profits, Strategic Planning, Team Leadership, PowerPoint, Marketing, Microsoft Word, Research, Microsoft Excel, Sales, Community Outreach, Leadership, Editing, Fundraising, Nonprofits
Education
Johnson County Community College 2003 — 2006
Psychology, Anthropology, Algebra, English Compositions, both I and II
Longview Community College 1995 — 1997
Accounting I, Computer Applications, Development, Basic Economic Issues, Introduction to Algebra, Li
Vatterott College 1993 — 1994
Computer Software Applications, Accounting
Chris Mackey Chris Mackey's Edward Jones Experience June 2011 - April 2012
Job Vice President, Private CFO at oXYGen Financial Inc.
Industry Financial Services
Experience
oXYGen Financial Inc May 2012 - Present
Edward Jones June 2011 - April 2012
Merrill Lynch May 2010 - September 2010
Skills
Personal Financial..., Financial Advisory, Wealth Management, Strategic Financial..., Financial Goals, Portfolio Management, Uniform Combined State..., Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, College Savings, College Savings Plans, Wealth Accumulation..., IRAs, Investment Strategies, Retirement, Roth IRA, Mutual Funds, Simple IRA, Asset Allocation
Education
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
oXYGen Financial Inc May 2012 - Present
Edward Jones June 2011 - April 2012
Merrill Lynch May 2010 - September 2010
Skills
Personal Financial..., Financial Advisory, Wealth Management, Strategic Financial..., Financial Goals, Portfolio Management, Uniform Combined State..., Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, College Savings, College Savings Plans, Wealth Accumulation..., IRAs, Investment Strategies, Retirement, Roth IRA, Mutual Funds, Simple IRA, Asset Allocation
Education
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Andres Jurado, MBA. Andres Jurado, MBA.'s Edward Jones Experience April 2011 - April 2012
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Edward Jones April 2011 - April 2012
Capital One July 2009 - April 2011
Wells Fargo January 2008 - July 2009
Skills
French, Spanish, English, International Relations, Teamwork, Financial Analysis, International Project..., Research, Corporate Finance, Politics, Analysis, Banking, Equities, Portfolio Management, Financial Modeling, Project Planning, Economics, Strategic Financial..., Finance, Investment Banking, Bloomberg, Financial Planning, Investments, Risk Management
Education
Jacksonville University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Universidad Externado de Colombia 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finances and International Business
Merrill Lynch April 2012 - Present
Edward Jones April 2011 - April 2012
Capital One July 2009 - April 2011
Wells Fargo January 2008 - July 2009
Skills
French, Spanish, English, International Relations, Teamwork, Financial Analysis, International Project..., Research, Corporate Finance, Politics, Analysis, Banking, Equities, Portfolio Management, Financial Modeling, Project Planning, Economics, Strategic Financial..., Finance, Investment Banking, Bloomberg, Financial Planning, Investments, Risk Management
Education
Jacksonville University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Universidad Externado de Colombia 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finances and International Business
Julian Riesel's Edward Jones Experience June 2015 - August 2015
Job Wealth management Intern
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
Northwestern Mutual June 2014 - February 2015
Richloom Fabrics Group June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Access, Time Management, Facebook, Budgets, Leadership, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Analyst
Edward Jones June 2015 - August 2015
Northwestern Mutual June 2014 - February 2015
Richloom Fabrics Group June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Access, Time Management, Facebook, Budgets, Leadership, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Analyst
Dan Polito Dan Polito's Edward Jones Experience June 2008 - June 2010
Job Enterprise Account Manager, Core Technology at Oracle
Industry Financial Services
Experience
Oracle June 2015 - Present
F-Squared Investments January 2014 - June 2015
John Hancock Financial Services September 2010 - January 2014
Edward Jones June 2008 - June 2010
Skills
Series 7, Series 66, CRPC, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investment..., Consultative Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Oracle June 2015 - Present
F-Squared Investments January 2014 - June 2015
John Hancock Financial Services September 2010 - January 2014
Edward Jones June 2008 - June 2010
Skills
Series 7, Series 66, CRPC, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investment..., Consultative Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Erik Smith 517-795-2025 Erik Smith 517-795-2025's Edward Jones Experience January 2008 - July 2011
Job Partner & Financial Advisor at Generations Financial Planning & Wealth Management
Industry Financial Services
Experience
Generations Financial Planning & Wealth Management January 2014 - Present
Erik Smith Investments July 2011 - Present
Edward Jones January 2008 - July 2011
Countrywide June 2007 - September 2007
Wilmington Finance June 2003 - June 2007
Intier Automotive February 1994 - March 2003
Michigan Automotive Compressor Inc. August 1991 - February 1994
United States Air Force August 1988 - March 1990
Skills
Retirement Planning, Retirement Income..., Estate Planning, Investments, Portfolio Management, 401k, Asset Allocation, Retirement
Education
Jackson Community College
Psychology
Reading High School
Generations Financial Planning & Wealth Management January 2014 - Present
Erik Smith Investments July 2011 - Present
Edward Jones January 2008 - July 2011
Countrywide June 2007 - September 2007
Wilmington Finance June 2003 - June 2007
Intier Automotive February 1994 - March 2003
Michigan Automotive Compressor Inc. August 1991 - February 1994
United States Air Force August 1988 - March 1990
Skills
Retirement Planning, Retirement Income..., Estate Planning, Investments, Portfolio Management, 401k, Asset Allocation, Retirement
Education
Jackson Community College
Psychology
Reading High School
Jodie Schnapf Jodie Schnapf's Edward Jones Experience September 2001 - December 2002
Job Accounts Payable at The State Group Industrial
Industry Construction
Experience
The State Group Industrial April 2013 - Present
The State Group Industrial April 2007 - Present
Ohio Township Trustee's Office January 2003 - April 2007
Edward Jones September 2001 - December 2002
Skills
Procurement, Construction, Data Entry, Accounts Payable, Customer Service, Microsoft Office, Leadership, Management, Marketing, Public Speaking, Team Building
Education
Ivy Tech Community College 1979 — 1981
Associate's degree, Commercial and Advertising Art
Castle High School 1975 — 1979
The State Group Industrial April 2013 - Present
The State Group Industrial April 2007 - Present
Ohio Township Trustee's Office January 2003 - April 2007
Edward Jones September 2001 - December 2002
Skills
Procurement, Construction, Data Entry, Accounts Payable, Customer Service, Microsoft Office, Leadership, Management, Marketing, Public Speaking, Team Building
Education
Ivy Tech Community College 1979 — 1981
Associate's degree, Commercial and Advertising Art
Castle High School 1975 — 1979
Amy Mullins-Rodgers Amy Mullins-Rodgers's Edward Jones Experience December 2009 - April 2011
Job Care Coordinator at Arcadia Home Care & Staffing
Industry Hospital & Health Care
Experience
Arcadia Home Care & Staffing March 2012 - January 2015
Raymond James & Associates, Inc May 2011 - March 2012
Edward Jones December 2009 - April 2011
HCR ManorCare February 2007 - April 2010
The Estée Lauder Companies Inc. 2006 - 2010
Skills
Microsoft Office, Customer Service, Accounts Payable, Healthcare, Billing, Fundraising, Administration, Insurance, Word, Excel, Problem Solving, PowerPoint, Editing, Supervisory Skills, Customer Relations, Documentation, Event Planning, Scheduling, Accounting, Outlook, Newsletters, Troubleshooting, Retail, Writing, Non-profits, Microsoft Word, Software Documentation, Healthcare Management, Microsoft Excel, Home Care, Data Entry, Marketing, Time Management, Training, Public Speaking, Recruiting, Team Building, Budgets, Employee Relations, Medicare, Strategic Planning, Coaching, Policy, Community Outreach, Leadership Development, HIPAA, Hospitals, Process Scheduler, Project Planning, Management
Education
Spring Arbor University 2013 — 2015
Bachelor of Science (B.S.), Organizational Management
Jackson Community College 2004 — 2008
Associates, General
Belleville High School 1986 — 1991
Arcadia Home Care & Staffing March 2012 - January 2015
Raymond James & Associates, Inc May 2011 - March 2012
Edward Jones December 2009 - April 2011
HCR ManorCare February 2007 - April 2010
The Estée Lauder Companies Inc. 2006 - 2010
Skills
Microsoft Office, Customer Service, Accounts Payable, Healthcare, Billing, Fundraising, Administration, Insurance, Word, Excel, Problem Solving, PowerPoint, Editing, Supervisory Skills, Customer Relations, Documentation, Event Planning, Scheduling, Accounting, Outlook, Newsletters, Troubleshooting, Retail, Writing, Non-profits, Microsoft Word, Software Documentation, Healthcare Management, Microsoft Excel, Home Care, Data Entry, Marketing, Time Management, Training, Public Speaking, Recruiting, Team Building, Budgets, Employee Relations, Medicare, Strategic Planning, Coaching, Policy, Community Outreach, Leadership Development, HIPAA, Hospitals, Process Scheduler, Project Planning, Management
Education
Spring Arbor University 2013 — 2015
Bachelor of Science (B.S.), Organizational Management
Jackson Community College 2004 — 2008
Associates, General
Belleville High School 1986 — 1991
Jason Javers Jason Javers's Edward Jones Experience May 2009 - May 2013
Job VP, Sales Director at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors July 2015 - Present
PNC Capital Advisors July 2014 - Present
PNC Investments May 2013 - July 2014
Edward Jones May 2009 - May 2013
Scottrade February 2008 - May 2009
JCU Student Health Center September 2005 - May 2006
Education
John Carroll University 2005 — 2009
BSBA, Finance, Business Information Systems
PNC Capital Advisors July 2015 - Present
PNC Capital Advisors July 2014 - Present
PNC Investments May 2013 - July 2014
Edward Jones May 2009 - May 2013
Scottrade February 2008 - May 2009
JCU Student Health Center September 2005 - May 2006
Education
John Carroll University 2005 — 2009
BSBA, Finance, Business Information Systems
Mary Dittmar Mary Dittmar's Edward Jones Experience August 2012 - December 2012
Job Didactic and Skills Lab AssistantSchool of Nursing at Concordia University Wisconsin
Industry Higher Education
Experience
Concordia University Wisconsin August 2013 - Present
OptumHealth UnitedHealthGroup December 2012 - August 2013
Edward Jones August 2012 - December 2012
Aurora Health Care March 2012 - August 2012
Aurora VNA of WI March 2005 - January 2012
Aurora Sheboygan Clinic January 2001 - January 2005
Gambro Healthcare November 2001 - November 2003
Kohler Company January 1999 - January 2000
Aurora Sheboygan Memorial Medical Center October 1988 - June 1995
Aurora Sheboygan Memorial Med Ctr January 1988 - January 1995
Skills
Event Planning, Chronic Illness, Public Speaking, Nursing, Healthcare, Medicine, Hospitals, Nonprofits, Health Promotion, Customer Service, Community Outreach, Recruiting, Patient Advocacy, Nursing Education, Program Development
Education
University of Nebraska Medical Center
Bachelor of Science Degree, Nursing
Iowa Western Community College
Associate Degree, Nursing
University of Wisconsin
Concordia University Wisconsin August 2013 - Present
OptumHealth UnitedHealthGroup December 2012 - August 2013
Edward Jones August 2012 - December 2012
Aurora Health Care March 2012 - August 2012
Aurora VNA of WI March 2005 - January 2012
Aurora Sheboygan Clinic January 2001 - January 2005
Gambro Healthcare November 2001 - November 2003
Kohler Company January 1999 - January 2000
Aurora Sheboygan Memorial Medical Center October 1988 - June 1995
Aurora Sheboygan Memorial Med Ctr January 1988 - January 1995
Skills
Event Planning, Chronic Illness, Public Speaking, Nursing, Healthcare, Medicine, Hospitals, Nonprofits, Health Promotion, Customer Service, Community Outreach, Recruiting, Patient Advocacy, Nursing Education, Program Development
Education
University of Nebraska Medical Center
Bachelor of Science Degree, Nursing
Iowa Western Community College
Associate Degree, Nursing
University of Wisconsin
Nicholas Crnic's Edward Jones Experience February 2011 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones February 2011 - May 2012
Career Strategies May 2009 - February 2011
MetLife Financial Services September 2008 - April 2009
20th Century Fox Studio June 2007 - September 2008
Hubbell Homes February 2006 - May 2007
Skills
Retirement Planning, Securities, Estate Planning, Investments, Data Entry, Paralegal, Sales, Marketing, Customer Service, Cold..., Administrative, Strategic Financial..., Mutual Funds
Education
UCLA 2009 — 2010
Certificate, Banking, Corporate, Finance, and Securities Law, 4.2 /5.0
Iowa State University - College of Business 2001 — 2005
Bachelor of Science, Management
Edward Jones February 2011 - May 2012
Career Strategies May 2009 - February 2011
MetLife Financial Services September 2008 - April 2009
20th Century Fox Studio June 2007 - September 2008
Hubbell Homes February 2006 - May 2007
Skills
Retirement Planning, Securities, Estate Planning, Investments, Data Entry, Paralegal, Sales, Marketing, Customer Service, Cold..., Administrative, Strategic Financial..., Mutual Funds
Education
UCLA 2009 — 2010
Certificate, Banking, Corporate, Finance, and Securities Law, 4.2 /5.0
Iowa State University - College of Business 2001 — 2005
Bachelor of Science, Management
Caleb Hughes Caleb Hughes's Edward Jones Experience December 2012 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2012 - Present
Old National Investments October 2011 - December 2012
Northwestern Mutual March 2008 - October 2011
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Variable Annuities, 401k, Saving for Education, Equity Investments, Estate Considerations, Edward Jones Advisory..., Long Term Care Insurance, Retirement Plan..., Fixed Income Investments
Education
University of Southern Indiana 2006 — 2008
Bachlors of Science, Finance
John A Logan College 2003 — 2005
Associate of Science (A.S.), Finance, General
Edward Jones December 2012 - Present
Old National Investments October 2011 - December 2012
Northwestern Mutual March 2008 - October 2011
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Variable Annuities, 401k, Saving for Education, Equity Investments, Estate Considerations, Edward Jones Advisory..., Long Term Care Insurance, Retirement Plan..., Fixed Income Investments
Education
University of Southern Indiana 2006 — 2008
Bachlors of Science, Finance
John A Logan College 2003 — 2005
Associate of Science (A.S.), Finance, General
Becky Duke's Edward Jones Experience July 2010 - October 2012
Job
Industry Hospital & Health Care
Experience
P & D Used Cars June 2012 - Present
Wallflower Prints LLC October 2008 - Present
Memphis Physical Therapy/Memphis Industrial Rehab Center January 2015 - March 2015
Jackson-Madison County General Hospital, West Tennessee Healthcare September 2014 - December 2014
Greenhouse Ministries June 2014 - September 2014
National HealthCare Corporation April 2014 - April 2014
Bolivar Medical Center September 2013 - September 2013
Kenny Rogers Children's Center April 2013 - April 2013
Edward Jones July 2010 - October 2012
University of South Carolina October 2001 - March 2009
Skills
Mental Health, Therapists, Program Development, Grant Writing, Rehabilitation, Healthcare, Occupational Therapy, Home Care, Public Speaking, Community Outreach, Research, Traumatic Brain Injury, Psychology, Treatment, Manual Lymphatic..., Complete Decongestive...
Education
The University of Tennessee Health Science Center 2013 — 2015
Master's Degree
Middle Tennessee State University 1995 — 1998
Bachelor's Degree
Jackson State Community College 1993 — 1995
Associate's Degree
P & D Used Cars June 2012 - Present
Wallflower Prints LLC October 2008 - Present
Memphis Physical Therapy/Memphis Industrial Rehab Center January 2015 - March 2015
Jackson-Madison County General Hospital, West Tennessee Healthcare September 2014 - December 2014
Greenhouse Ministries June 2014 - September 2014
National HealthCare Corporation April 2014 - April 2014
Bolivar Medical Center September 2013 - September 2013
Kenny Rogers Children's Center April 2013 - April 2013
Edward Jones July 2010 - October 2012
University of South Carolina October 2001 - March 2009
Skills
Mental Health, Therapists, Program Development, Grant Writing, Rehabilitation, Healthcare, Occupational Therapy, Home Care, Public Speaking, Community Outreach, Research, Traumatic Brain Injury, Psychology, Treatment, Manual Lymphatic..., Complete Decongestive...
Education
The University of Tennessee Health Science Center 2013 — 2015
Master's Degree
Middle Tennessee State University 1995 — 1998
Bachelor's Degree
Jackson State Community College 1993 — 1995
Associate's Degree
Michael Wilfong Michael Wilfong's Edward Jones Experience August 2008 - February 2009
Job Problem Manager at NJVCLLC
Industry Information Technology and Services
Experience
NJVC-LLC July 2014 - Present
NJVC, LLC July 2010 - June 2014
Air National Guard July 2008 - October 2011
NJVC-LLC July 2009 - July 2010
Edward Jones August 2008 - February 2009
United States Air Force February 2006 - June 2008
IKON Office Solutions October 2003 - May 2005
Skills
Project Management, Program Management, Integration, Process Improvement, Requirements Analysis, Customer Service, Security, ITIL, Analysis, Microsoft Excel
Education
ITT Technical Institute-Arnold 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security
ITT Technical Institute-Arnold 2001 — 2003
Associate of Arts and Sciences (AAS), Computer Systems Networking and Telecommunications
NJVC-LLC July 2014 - Present
NJVC, LLC July 2010 - June 2014
Air National Guard July 2008 - October 2011
NJVC-LLC July 2009 - July 2010
Edward Jones August 2008 - February 2009
United States Air Force February 2006 - June 2008
IKON Office Solutions October 2003 - May 2005
Skills
Project Management, Program Management, Integration, Process Improvement, Requirements Analysis, Customer Service, Security, ITIL, Analysis, Microsoft Excel
Education
ITT Technical Institute-Arnold 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security
ITT Technical Institute-Arnold 2001 — 2003
Associate of Arts and Sciences (AAS), Computer Systems Networking and Telecommunications
Camon Mak's Edward Jones Experience January 2012 - March 2014
Job Banking & Account Solutions at MD Financial Management
Industry Banking
Experience
MD Financial Management Gestion financière MD March 2014 - Present
Edward Jones January 2012 - March 2014
RBC Royal Bank October 2009 - January 2012
RBC Capital Markets February 2008 - October 2009
RBC Dain Rauscher September 2007 - February 2008
RBC November 2005 - December 2006
RBC July 2003 - November 2005
RBC November 2001 - July 2003
Jupiter Media Metrix July 1999 - November 2001
RBC Royal Bank August 1998 - July 1999
Skills
Credit, Business Development, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Analysis, Portfolio Management, Cross-functional Team..., Strategy, Business Strategy, Capital Markets, Loans, Management, Corporate Finance, Management Consulting, Strategic Planning, Mutual Funds, Sales, Negotiation, Analytics, Budgets, Financial Services, Leadership
Education
Ivey Business School at Western University 2009 — 2010
MBA, Class of 2010
The University of British Columbia - Sauder School of Business 1992 — 1996
Bachelor of Commerce
MD Financial Management Gestion financière MD March 2014 - Present
Edward Jones January 2012 - March 2014
RBC Royal Bank October 2009 - January 2012
RBC Capital Markets February 2008 - October 2009
RBC Dain Rauscher September 2007 - February 2008
RBC November 2005 - December 2006
RBC July 2003 - November 2005
RBC November 2001 - July 2003
Jupiter Media Metrix July 1999 - November 2001
RBC Royal Bank August 1998 - July 1999
Skills
Credit, Business Development, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Analysis, Portfolio Management, Cross-functional Team..., Strategy, Business Strategy, Capital Markets, Loans, Management, Corporate Finance, Management Consulting, Strategic Planning, Mutual Funds, Sales, Negotiation, Analytics, Budgets, Financial Services, Leadership
Education
Ivey Business School at Western University 2009 — 2010
MBA, Class of 2010
The University of British Columbia - Sauder School of Business 1992 — 1996
Bachelor of Commerce
Jeremy Huisman, P.E.'s Edward Jones Experience October 2006 - July 2007
Job Mechanical Engineer at MODUS Engineering
Industry Mechanical or Industrial Engineering
Experience
MODUS Engineering March 2008 - Present
Trans-Lux Fair-Play October 2007 - February 2008
Edward Jones October 2006 - July 2007
Mechdyne Corp 2000 - 2006
Beam 1998 - 1999
Jeremy's Yuletide Trees 1993 - 1996
Skills
Microsoft Office, Engineering, Project Management, Solidworks, Visio, Strategic Planning, Project Planning, Process Improvement, Troubleshooting, Integration, AutoCAD, CAD, Systems Engineering, HVAC, Energy Efficiency, Green Building, MEP, Construction
Education
Iowa State University 1996 — 2000
Bachelor of Science (BS), Mechanical Engineering
Iowa State University 1996 — 2000
Bachelor of Science (BS), Mechanical Engineering
MODUS Engineering March 2008 - Present
Trans-Lux Fair-Play October 2007 - February 2008
Edward Jones October 2006 - July 2007
Mechdyne Corp 2000 - 2006
Beam 1998 - 1999
Jeremy's Yuletide Trees 1993 - 1996
Skills
Microsoft Office, Engineering, Project Management, Solidworks, Visio, Strategic Planning, Project Planning, Process Improvement, Troubleshooting, Integration, AutoCAD, CAD, Systems Engineering, HVAC, Energy Efficiency, Green Building, MEP, Construction
Education
Iowa State University 1996 — 2000
Bachelor of Science (BS), Mechanical Engineering
Iowa State University 1996 — 2000
Bachelor of Science (BS), Mechanical Engineering
Cindy Elias's Edward Jones Experience 2012 - 2013
Job Financial and Market Analyst
Industry Financial Services
Experience
Shell Oil 2013 - Present
Edward Jones 2012 - 2013
AIG April 2000 - October 2004
Skills
Team Building, Project Management, Leadership, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
MBA
Ithaca College 1976 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Shell Oil 2013 - Present
Edward Jones 2012 - 2013
AIG April 2000 - October 2004
Skills
Team Building, Project Management, Leadership, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
MBA
Ithaca College 1976 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Jason Hanks's Edward Jones Experience August 2006 - August 2007
Job Senior LAN Administrator/FTP Admin, Architect and Developer at Magellan Health Services
Industry Information Technology and Services
Experience
Magellan Health Services June 2008 - Present
Magellan Health Services June 2008 - Present
2008 Apex Systems Inc August 2006 - June 2008
Edward Jones August 2006 - August 2007
Apex September 2006 - June 2007
2006. Guaranteed Computer Technology November 2001 - August 2006
Guaranteed Computer Technology 2000 - 2006
Skills
Troubleshooting, Technical Documentation, Windows Server, Operating Systems, Active Directory, Software Installation, FTP, SSH, FTPS, Windows Server 2003, Windows Server 2008, IIS, IPSWITCH Moveit Central..., Data Encryption, Server Architecture, System Architecture, Scripting
Education
Jefferson College 1994 — 2015
Associates in Business Administration, Business Administration and Management, General
TechSkills.com St 1999 — 2000
Microsoft Certified Professional
Fox Sr 1992 — 1994
General Diploma
Magellan Health Services June 2008 - Present
Magellan Health Services June 2008 - Present
2008 Apex Systems Inc August 2006 - June 2008
Edward Jones August 2006 - August 2007
Apex September 2006 - June 2007
2006. Guaranteed Computer Technology November 2001 - August 2006
Guaranteed Computer Technology 2000 - 2006
Skills
Troubleshooting, Technical Documentation, Windows Server, Operating Systems, Active Directory, Software Installation, FTP, SSH, FTPS, Windows Server 2003, Windows Server 2008, IIS, IPSWITCH Moveit Central..., Data Encryption, Server Architecture, System Architecture, Scripting
Education
Jefferson College 1994 — 2015
Associates in Business Administration, Business Administration and Management, General
TechSkills.com St 1999 — 2000
Microsoft Certified Professional
Fox Sr 1992 — 1994
General Diploma
Sherri Gray's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Wessex Apartments July 1998 - May 2015
Hunziker and Associates, Realtors 2008 - December 2010
Skills
Relocation, Investment Properties, Selling, Marketing, Customer Service, Event Planning
Education
Iowa State University 1984 — 1988
Bachelor of Science, Education
Edward Jones May 2015 - Present
Wessex Apartments July 1998 - May 2015
Hunziker and Associates, Realtors 2008 - December 2010
Skills
Relocation, Investment Properties, Selling, Marketing, Customer Service, Event Planning
Education
Iowa State University 1984 — 1988
Bachelor of Science, Education
Jan Downing EA's Edward Jones Experience April 2012 - Present
Job Enrolled Agent
Industry Financial Services
Experience
Edward Jones April 2012 - Present
The Franklin Group February 2012 - Present
Skills
Accounting, Microsoft Office, Customer Service, Outlook, Tax, Microsoft Word
Education
University of Kansas 2006 — 2015
Bachelor's Degree, Developmental Psychology and Religious Studies
Johnson County Community College 2003 — 2006
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Blair Business College 1974 — 1975
Certification, Bookkeeping
Desert High 1971 — 1974
High School
Edward Jones April 2012 - Present
The Franklin Group February 2012 - Present
Skills
Accounting, Microsoft Office, Customer Service, Outlook, Tax, Microsoft Word
Education
University of Kansas 2006 — 2015
Bachelor's Degree, Developmental Psychology and Religious Studies
Johnson County Community College 2003 — 2006
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Blair Business College 1974 — 1975
Certification, Bookkeeping
Desert High 1971 — 1974
High School
Steve Galavotti's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2012 - Present
Merrill Lynch August 2011 - October 2012
HarborOne Credit Union January 2002 - July 2011
Skills
Loans, Credit, Mortgage Banking, Banking, Mortgage Lending, Investments, Series 7, Financial Advisory, Finance, Financial Analysis, Residential Homes, Sellers
Education
Ithaca College 1985 — 1989
BS, Finance
Tabor Academy
Edward Jones October 2012 - Present
Merrill Lynch August 2011 - October 2012
HarborOne Credit Union January 2002 - July 2011
Skills
Loans, Credit, Mortgage Banking, Banking, Mortgage Lending, Investments, Series 7, Financial Advisory, Finance, Financial Analysis, Residential Homes, Sellers
Education
Ithaca College 1985 — 1989
BS, Finance
Tabor Academy
Jacob Abrams's Edward Jones Experience July 2003 - May 2005
Job Operations Research Analyst at TASC, Inc.
Industry Financial Services
Experience
TASC, Inc. May 2009 - Present
Schafer Corporation May 2008 - April 2009
US Navy April 2007 - May 2008
Impressions Marketing Group May 2005 - April 2007
Edward Jones July 2003 - May 2005
Walmart June 2002 - July 2003
Education
The Johns Hopkins University 2011 — 2013
Master of Science (M.S.), Finance
James Madison University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TASC, Inc. May 2009 - Present
Schafer Corporation May 2008 - April 2009
US Navy April 2007 - May 2008
Impressions Marketing Group May 2005 - April 2007
Edward Jones July 2003 - May 2005
Walmart June 2002 - July 2003
Education
The Johns Hopkins University 2011 — 2013
Master of Science (M.S.), Finance
James Madison University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Colin Finn's Edward Jones Experience June 2007 - March 2009
Job Director of Alumni Development
Industry Nonprofit Organization Management
Experience
Delta Upsilon International Fraternity May 2012 - Present
Delta Upsilon International Fraternity May 2007 - May 2012
JPMorgan Chase September 2009 - January 2012
Edward Jones June 2007 - March 2009
Delta Upsilon International Fraternity July 2005 - June 2007
Skills
Leadership, Recruiting, Program Management, Fundraising, Finance, Non-profits, Public Speaking, Leadership Development, Budgets, Nonprofits
Education
Iowa State University - College of Business 2001 — 2005
Bachelor of Science (BS), Finance
Delta Upsilon International Fraternity May 2012 - Present
Delta Upsilon International Fraternity May 2007 - May 2012
JPMorgan Chase September 2009 - January 2012
Edward Jones June 2007 - March 2009
Delta Upsilon International Fraternity July 2005 - June 2007
Skills
Leadership, Recruiting, Program Management, Fundraising, Finance, Non-profits, Public Speaking, Leadership Development, Budgets, Nonprofits
Education
Iowa State University - College of Business 2001 — 2005
Bachelor of Science (BS), Finance
Kristy Wolfe, PMP's Edward Jones Experience June 2012 - Present
Job Branch Office Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Reynolds-Clark Development, Inc. July 2006 - July 2012
John C. Harville General Contractor Co. May 2004 - July 2006
Skills
Organizing, Leading Projects, Time Management, Public Speaking, Management, Accounting, Accounts Receivable, Budgets, Customer Service, Inventory Management, Leadership, Microsoft Word, Payroll, Project Management, Public Relations, Strategic Planning, System Administration, Training
Education
Western Carolina University 2004 — 2006
Master of Project Management, Project Management
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration
Edward Jones June 2012 - Present
Reynolds-Clark Development, Inc. July 2006 - July 2012
John C. Harville General Contractor Co. May 2004 - July 2006
Skills
Organizing, Leading Projects, Time Management, Public Speaking, Management, Accounting, Accounts Receivable, Budgets, Customer Service, Inventory Management, Leadership, Microsoft Word, Payroll, Project Management, Public Relations, Strategic Planning, System Administration, Training
Education
Western Carolina University 2004 — 2006
Master of Project Management, Project Management
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration
Ryan Kight's Edward Jones Experience September 2014 - Present
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Edward Jones June 2012 - September 2014
Edward Jones January 2011 - June 2012
Edward Jones July 2008 - January 2011
Edward Jones January 2007 - July 2008
Theta Xi Fraternity 2006 - 2007
Republican Party of Iowa 2005 - 2006
Theta Xi Fraternity 2004 - 2005
Skills
Training, Leadership Development, Needs Analysis, Onboarding, Series 7, Coaching, Employee Training, Performance Management, Leadership, Public Speaking, Strategic Planning, Organizational..., Team Building, PowerPoint, Change Management, Microsoft Office, Series 66, Series 24
Education
Iowa State University - College of Business 1999 — 2004
Bachelor of Science (BS), Finance and Management
Edward Jones September 2014 - Present
Edward Jones June 2012 - September 2014
Edward Jones January 2011 - June 2012
Edward Jones July 2008 - January 2011
Edward Jones January 2007 - July 2008
Theta Xi Fraternity 2006 - 2007
Republican Party of Iowa 2005 - 2006
Theta Xi Fraternity 2004 - 2005
Skills
Training, Leadership Development, Needs Analysis, Onboarding, Series 7, Coaching, Employee Training, Performance Management, Leadership, Public Speaking, Strategic Planning, Organizational..., Team Building, PowerPoint, Change Management, Microsoft Office, Series 66, Series 24
Education
Iowa State University - College of Business 1999 — 2004
Bachelor of Science (BS), Finance and Management
Ralph Clark's Edward Jones Experience November 2005 - February 2006
Job Relationship Manager at Trustmark National Bank
Industry Banking
Experience
Trustmark National Bank November 2012 - Present
Trustmark National Bank January 2012 - November 2012
Trustmark National Bank April 2008 - January 2012
MetLife Financial Services March 2006 - April 2008
Edward Jones November 2005 - February 2006
AmSouth Bank 2004 - 2005
Skills
Banking, Loans, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Insurance, Risk Management, Financial Risk, Series 63, Wealth Management, Series 6, Cash Management, Securities, Finance, Accounting, Retirement Planning, Strategic Financial..., Credit Risk, Credit, Treasury Management, Financial Services, Retail Banking, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Mutual Funds, Loan Origination, Cross Selling, Relationship Management, Financial Planning
Education
University of Mississippi 2015 — 2016
School of Banking
Mississippi College 2007 — 2009
MBA, Finance
Jackson State University 1999 — 2003
BBA, Finance
Lancaster High 1996 — 1999
Trustmark National Bank November 2012 - Present
Trustmark National Bank January 2012 - November 2012
Trustmark National Bank April 2008 - January 2012
MetLife Financial Services March 2006 - April 2008
Edward Jones November 2005 - February 2006
AmSouth Bank 2004 - 2005
Skills
Banking, Loans, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Insurance, Risk Management, Financial Risk, Series 63, Wealth Management, Series 6, Cash Management, Securities, Finance, Accounting, Retirement Planning, Strategic Financial..., Credit Risk, Credit, Treasury Management, Financial Services, Retail Banking, Commercial Lending, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Banking, Mutual Funds, Loan Origination, Cross Selling, Relationship Management, Financial Planning
Education
University of Mississippi 2015 — 2016
School of Banking
Mississippi College 2007 — 2009
MBA, Finance
Jackson State University 1999 — 2003
BBA, Finance
Lancaster High 1996 — 1999
Gavin Stackhouse's Edward Jones Experience August 2009 - December 2011
Job Operating Partner IBS of Greater Jacksonville
Industry Automotive
Experience
Interstate Batteries of Greater Jacksonville January 2012 - Present
Edward Jones August 2009 - December 2011
New York Dragons - Arena Football League August 2006 - August 2009
US Army March 1999 - March 2007
Education
St. John Fisher College 2004 — 2006
BS, Sports Management
Ithaca College 2000 — 2003
Sports Management
Interstate Batteries of Greater Jacksonville January 2012 - Present
Edward Jones August 2009 - December 2011
New York Dragons - Arena Football League August 2006 - August 2009
US Army March 1999 - March 2007
Education
St. John Fisher College 2004 — 2006
BS, Sports Management
Ithaca College 2000 — 2003
Sports Management
Jeremy K. Upton's Edward Jones Experience February 2006 - November 2008
Job Director of Sales at Jakks Pacific
Industry Logistics and Supply Chain
Experience
Jakks Pacific June 2015 - Present
VTech July 2014 - June 2015
MGA Entertainment July 2013 - July 2014
JB Hunt Transport Services, Inc. March 2012 - July 2013
JB Hunt Transport Services, Inc. January 2011 - May 2012
JB Hunt November 2008 - January 2011
Edward Jones February 2006 - November 2008
Vedior North America 2004 - 2006
JB Hunt Transport February 2000 - November 2004
Skills
Forecasting, Strategic Planning, Pricing, Negotiation, Analysis, Research, Data Mining, Logistics, Supply Chain, Supervisory Skills, Customer Service, P&L, Team Building, Budgeting, Account Management, Transportation, Customer Relations, Excel, New Business Development, Coaching, Contract Negotiation, Inventory Management, Problem Solving, Business Strategy, Promotions, Team Leadership, Market Research, Contract Negotiations, Retail, Contract Management, PowerPoint, Operations Management, Sales Operations, Market Planning, Financial Analysis, Planning, Word, Business Analysis, Hiring, Risk Management, Process Improvement, Vendor Relations, Procurement, Microsoft Office, Mentoring, Sales Management, Employee Relations, Category Management, Management, Finance
Education
John Brown University 2002 — 2004
BS, Organizational Management
University of Arkansas 1998 — 2001
Jakks Pacific June 2015 - Present
VTech July 2014 - June 2015
MGA Entertainment July 2013 - July 2014
JB Hunt Transport Services, Inc. March 2012 - July 2013
JB Hunt Transport Services, Inc. January 2011 - May 2012
JB Hunt November 2008 - January 2011
Edward Jones February 2006 - November 2008
Vedior North America 2004 - 2006
JB Hunt Transport February 2000 - November 2004
Skills
Forecasting, Strategic Planning, Pricing, Negotiation, Analysis, Research, Data Mining, Logistics, Supply Chain, Supervisory Skills, Customer Service, P&L, Team Building, Budgeting, Account Management, Transportation, Customer Relations, Excel, New Business Development, Coaching, Contract Negotiation, Inventory Management, Problem Solving, Business Strategy, Promotions, Team Leadership, Market Research, Contract Negotiations, Retail, Contract Management, PowerPoint, Operations Management, Sales Operations, Market Planning, Financial Analysis, Planning, Word, Business Analysis, Hiring, Risk Management, Process Improvement, Vendor Relations, Procurement, Microsoft Office, Mentoring, Sales Management, Employee Relations, Category Management, Management, Finance
Education
John Brown University 2002 — 2004
BS, Organizational Management
University of Arkansas 1998 — 2001
Stuart Laba's Edward Jones Experience Executive SearchMarvin Laba and Associates1993 - 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Executive SearchMarvin Laba and Associates1993 - 2002
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
Edward Jones Executive SearchMarvin Laba and Associates1993 - 2002
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
Douglas Bunker's Edward Jones Experience Financial AdvisorEdward Jones2000 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Financial AdvisorEdward Jones2000 - Present
Education
John Carroll University 1974 — 1979
BS in BA, Business
Edward Jones Financial AdvisorEdward Jones2000 - Present
Education
John Carroll University 1974 — 1979
BS in BA, Business
Donovan Gray's Edward Jones Experience June 2004 - February 2007
Job Market Analyst at Charles Schwab
Industry Financial Services
Experience
Four Seasons Wealth Management Market AnalystCharles SchwabMay 2011 - Present
Edward Jones June 2004 - February 2007
Education
Webster University 2009 — 2011
Masters, Finance
John Brown University 2000 — 2004
B.S, Business Information Systems
Four Seasons Wealth Management Market AnalystCharles SchwabMay 2011 - Present
Edward Jones June 2004 - February 2007
Education
Webster University 2009 — 2011
Masters, Finance
John Brown University 2000 — 2004
B.S, Business Information Systems
Jamie Baum's Edward Jones Experience May 2013 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2013 - Present
TAC Manufacturing, Inc. September 2006 - May 2013
Skills
TS16949, Lean Manufacturing, Continuous Improvement, 5S, Automotive, Supplier Quality, Kaizen, Root Cause Analysis, Manufacturing, ISO
Education
Jackson Community College 2004 — 2005
Edward Jones May 2013 - Present
TAC Manufacturing, Inc. September 2006 - May 2013
Skills
TS16949, Lean Manufacturing, Continuous Improvement, 5S, Automotive, Supplier Quality, Kaizen, Root Cause Analysis, Manufacturing, ISO
Education
Jackson Community College 2004 — 2005
Tamika Heslip's Edward Jones Experience October 2000 - September 2007
Job Senior HR Manager at Express Scripts
Industry Human Resources
Experience
Express Scripts October 2012 - Present
Express Scripts July 2010 - October 2012
Edward Jones October 2000 - September 2007
Skills
Employee Benefits, Onboarding, Workforce Planning, HRIS, Employee Relations, Talent Acquisition, Personnel Management, Applicant Tracking..., Human Resources, Performance Management, Project Management, Vendor Management, Behavioral Interviewing, Talent Management, Leadership, Management
Education
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
Ivy Tech Community College
Associate of Science (AS), Accounting and Finance
Express Scripts October 2012 - Present
Express Scripts July 2010 - October 2012
Edward Jones October 2000 - September 2007
Skills
Employee Benefits, Onboarding, Workforce Planning, HRIS, Employee Relations, Talent Acquisition, Personnel Management, Applicant Tracking..., Human Resources, Performance Management, Project Management, Vendor Management, Behavioral Interviewing, Talent Management, Leadership, Management
Education
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
Ivy Tech Community College
Associate of Science (AS), Accounting and Finance
Christopher Huxley's Edward Jones Experience August 2009 - November 2011
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Edward Jones August 2009 - November 2011
Enterprise Rent A Car May 2004 - April 2009
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BA, Business Management
Merrill Edge January 2012 - Present
Edward Jones August 2009 - November 2011
Enterprise Rent A Car May 2004 - April 2009
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BA, Business Management
Lynne Kramer's Edward Jones Experience April 2011 - August 2013
Job Human Resources Manager/Generalist
Industry Human Resources
Experience
Edward Jones April 2011 - August 2013
ProNet January 2009 - September 2010
Dechert LLP 2004 - 2008
Randstad 2001 - 2004
Bridgewave Communications 2000 - 2001
Honeywell International (Contract position) 1999 - 2000
Skills
Microsoft Word, Employee Relations, Human Resources, Personnel Management, Microsoft Excel, Marketing, Recruiting, Management, Leadership, Resume Writing, Employment Law, New Hire Orientations, Outlook, Start-ups, Customer Service, Training, Project Management, Onboarding, HR Policies, Policy, Performance Management, Deferred Compensation, Career Counseling, Conflict Resolution, Interviews, Organizational..., Employee Training
Education
Harvard University, Extension School
Human Resources Management and Services
James Madison University
B.S., International Relations
na
Edward Jones April 2011 - August 2013
ProNet January 2009 - September 2010
Dechert LLP 2004 - 2008
Randstad 2001 - 2004
Bridgewave Communications 2000 - 2001
Honeywell International (Contract position) 1999 - 2000
Skills
Microsoft Word, Employee Relations, Human Resources, Personnel Management, Microsoft Excel, Marketing, Recruiting, Management, Leadership, Resume Writing, Employment Law, New Hire Orientations, Outlook, Start-ups, Customer Service, Training, Project Management, Onboarding, HR Policies, Policy, Performance Management, Deferred Compensation, Career Counseling, Conflict Resolution, Interviews, Organizational..., Employee Training
Education
Harvard University, Extension School
Human Resources Management and Services
James Madison University
B.S., International Relations
na
Deborah Maggio's Edward Jones Experience January 2009 - January 2010
Job Media Sales Strategist Gannett Newspapers
Industry Marketing and Advertising
Experience
Gannett June 2011 - Present
Village January 2009 - May 2012
Edward Jones January 2009 - January 2010
Village Realty January 2004 - January 2009
Volt Information Sciences January 1997 - January 2004
Skills
Advertising, Digital Media, Email Marketing, Sales, Online Advertising, Strategy, Social Media, New Business Development, Account Management
Education
Irvine Valley College
Gannett June 2011 - Present
Village January 2009 - May 2012
Edward Jones January 2009 - January 2010
Village Realty January 2004 - January 2009
Volt Information Sciences January 1997 - January 2004
Skills
Advertising, Digital Media, Email Marketing, Sales, Online Advertising, Strategy, Social Media, New Business Development, Account Management
Education
Irvine Valley College
Sherry Parrish's Edward Jones Experience Director of Regional CampaignsSusquehanna UniversityAugust 1996 - December 1999
Job Branch Assistant at Edward Jones
Industry Financial Services
Experience
Edward Jones Director of Regional CampaignsSusquehanna UniversityAugust 1996 - December 1999
Wartburg College May 1992 - May 1996
Education
Iowa State University 1976 — 1977
M.S., Journalism and Mass Communication
Edward Jones Director of Regional CampaignsSusquehanna UniversityAugust 1996 - December 1999
Wartburg College May 1992 - May 1996
Education
Iowa State University 1976 — 1977
M.S., Journalism and Mass Communication
Rendella Smaw's Edward Jones Experience October 2000 - March 2011
Job Office Administrator
Industry Religious Institutions
Experience
Calvary Baptist Church January 2012 - Present
Avon September 2011 - December 2012
Edward Jones October 2000 - March 2011
Goodman & Company April 1990 - June 1994
Skills
Customer Service, Administration, Customer Relations, Word, Outlook, Data Entry, Administrative..., Time Management, Microsoft Office, Event Planning, Office Administration, Training, Public Speaking, Social Media, Process Improvement
Education
Johnson C. Smith University - JCSU 1984 — 1988
bachelor of science, computer science
Calvary Baptist Church January 2012 - Present
Avon September 2011 - December 2012
Edward Jones October 2000 - March 2011
Goodman & Company April 1990 - June 1994
Skills
Customer Service, Administration, Customer Relations, Word, Outlook, Data Entry, Administrative..., Time Management, Microsoft Office, Event Planning, Office Administration, Training, Public Speaking, Social Media, Process Improvement
Education
Johnson C. Smith University - JCSU 1984 — 1988
bachelor of science, computer science
Aijuan Yu's Edward Jones Experience June 2000 - November 2000
Job DBA at sanofiaventis
Industry Computer Software
Experience
sanofi-aventis November 2006 - Present
Ocean Wave Spectrum Corporation March 2005 - Present
Bristol-Myers Squibb, Princeton, New Jersey November 2004 - November 2006
Solutia Inc. November 2000 - November 2004
Edward Jones June 2000 - November 2000
Spectrum Healthcare Resources December 1998 - June 2000
James Madison University September 1996 - September 1997
Skills
Databases, Oracle, Database Design, Data Modeling, ETL, PeopleSoft, Disaster Recovery, Database Administration, Data Warehousing, SDLC, Performance Tuning, Business Intelligence, Data Migration, Enterprise Architecture, Solaris
Education
James Madison University 1996 — 1998
Master, Computer Science
sanofi-aventis November 2006 - Present
Ocean Wave Spectrum Corporation March 2005 - Present
Bristol-Myers Squibb, Princeton, New Jersey November 2004 - November 2006
Solutia Inc. November 2000 - November 2004
Edward Jones June 2000 - November 2000
Spectrum Healthcare Resources December 1998 - June 2000
James Madison University September 1996 - September 1997
Skills
Databases, Oracle, Database Design, Data Modeling, ETL, PeopleSoft, Disaster Recovery, Database Administration, Data Warehousing, SDLC, Performance Tuning, Business Intelligence, Data Migration, Enterprise Architecture, Solaris
Education
James Madison University 1996 — 1998
Master, Computer Science
Mitch Clefisch's Edward Jones Experience April 2011 - Present
Job Senior Branch Office Administrator Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Edward Jones December 2010 - March 2011
Vantus Bank/Great Southern Bank September 2007 - December 2010
Liberty Bank April 2006 - September 2007
Target May 2000 - April 2006
Skills
Public Speaking, Team Building, Team Management, Human Relations, Art, Training & Development, Conflict Resolution, Humor, Banking, Employee Training, Management, People Skills, Time Management, Portfolio Management
Education
Iowa State University 1990 — 1994
Architecture, Graphic Design, Psycology, Art and Design, Economics
Edward Jones April 2011 - Present
Edward Jones December 2010 - March 2011
Vantus Bank/Great Southern Bank September 2007 - December 2010
Liberty Bank April 2006 - September 2007
Target May 2000 - April 2006
Skills
Public Speaking, Team Building, Team Management, Human Relations, Art, Training & Development, Conflict Resolution, Humor, Banking, Employee Training, Management, People Skills, Time Management, Portfolio Management
Education
Iowa State University 1990 — 1994
Architecture, Graphic Design, Psycology, Art and Design, Economics
Charlette Sgro's Edward Jones Experience November 2002 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2002 - Present
NatCity Investments October 1997 - July 2001
Dean Witter (now Morgan Stanley) March 1986 - May 1995
Skills
Retirement, Retirement Planning, Asset Allocation, Economics, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Finance, Investments, Investment Strategies, Securities, Financial Advisory
Education
University of South Florida 1972 — 1977
Bachelors, Political Science, French and Economics
John Carroll University
Edward Jones November 2002 - Present
NatCity Investments October 1997 - July 2001
Dean Witter (now Morgan Stanley) March 1986 - May 1995
Skills
Retirement, Retirement Planning, Asset Allocation, Economics, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Finance, Investments, Investment Strategies, Securities, Financial Advisory
Education
University of South Florida 1972 — 1977
Bachelors, Political Science, French and Economics
John Carroll University
Joe Bynum's Edward Jones Experience February 1992 - October 2003
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2003 - Present
Edward Jones February 1992 - October 2003
Skills
Series 63, Investments, IRAs, Retirement Planning, Estate Planning, Strategic Financial..., Loans, Commercial Lending, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Mutual Funds, Financial Modeling, Banking, Financial Analysis
Education
Jacksonville State University 1969 — 1973
B.S., Economics
Raymond James Financial Inc. 2003 - Present
Edward Jones February 1992 - October 2003
Skills
Series 63, Investments, IRAs, Retirement Planning, Estate Planning, Strategic Financial..., Loans, Commercial Lending, Investment Advisory, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Mutual Funds, Financial Modeling, Banking, Financial Analysis
Education
Jacksonville State University 1969 — 1973
B.S., Economics
Debra Carmichael's Edward Jones Experience February 2014 - Present
Job Student at JCCC
Industry Higher Education
Experience
Edward Jones February 2014 - Present
Olathe School District August 2007 - May 2010
Education
Johnson County Community College 2011 — 2016
Marketing, Marketing
Edward Jones February 2014 - Present
Olathe School District August 2007 - May 2010
Education
Johnson County Community College 2011 — 2016
Marketing, Marketing
Matthew Lapcheska's Edward Jones Experience April 2005 - January 2007
Job Marketing and Advertising Professional
Industry Market Research
Experience
Self Employed November 2009 - Present
JCPenney October 2011 - February 2012
U.S. Department of Commerce Indiana April 2009 - October 2009
Girardot, Strauch, & Co. Inc. January 2008 - March 2008
Feiwell & Hannoy, P.C. February 2007 - January 2008
Edward Jones April 2005 - January 2007
Skills
Outlook, PowerPoint, Marketing, Microsoft Excel, Sales, Microsoft Office, Customer Service, Microsoft Word, Economics, Human Resources, Inventory Management
Education
Purdue University 2010 — 2011
ECET
Ivy Tech Community College 2009 — 2009
University of Evansville 2000 — 2005
B.S, Business Administration
Jefferson High School 1996 — 2000
Self Employed November 2009 - Present
JCPenney October 2011 - February 2012
U.S. Department of Commerce Indiana April 2009 - October 2009
Girardot, Strauch, & Co. Inc. January 2008 - March 2008
Feiwell & Hannoy, P.C. February 2007 - January 2008
Edward Jones April 2005 - January 2007
Skills
Outlook, PowerPoint, Marketing, Microsoft Excel, Sales, Microsoft Office, Customer Service, Microsoft Word, Economics, Human Resources, Inventory Management
Education
Purdue University 2010 — 2011
ECET
Ivy Tech Community College 2009 — 2009
University of Evansville 2000 — 2005
B.S, Business Administration
Jefferson High School 1996 — 2000
Camille Hector's Edward Jones Experience February 2010 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2010 - Present
Edward Jones November 2006 - February 2010
Arvest Bank 2004 - October 2006
Arvest Bank August 1999 - 2004
Education
John Brown University
Bachelors of Science, Organizational Management
Edward Jones February 2010 - Present
Edward Jones November 2006 - February 2010
Arvest Bank 2004 - October 2006
Arvest Bank August 1999 - 2004
Education
John Brown University
Bachelors of Science, Organizational Management
Kyle Garrett's Edward Jones Experience March 2010 - November 2010
Job Financial Services Representative at TD Bank Group
Industry Marketing and Advertising
Experience
TD Bank Group February 2011 - Present
Edward Jones March 2010 - November 2010
Atlantic CoastRadio October 2007 - March 2010
Tyre Trak Automotive March 2007 - September 2007
Entercom Communications December 2006 - February 2007
Clear Channel Radio January 2006 - November 2006
Longmeadow Country Club March 2005 - November 2005
Skills
Insurance, Risk Management, Sales, Investments, Sales Management
Education
Isenberg School of Management, UMass Amherst 2003 — 2005
BS, Sport Management
TD Bank Group February 2011 - Present
Edward Jones March 2010 - November 2010
Atlantic CoastRadio October 2007 - March 2010
Tyre Trak Automotive March 2007 - September 2007
Entercom Communications December 2006 - February 2007
Clear Channel Radio January 2006 - November 2006
Longmeadow Country Club March 2005 - November 2005
Skills
Insurance, Risk Management, Sales, Investments, Sales Management
Education
Isenberg School of Management, UMass Amherst 2003 — 2005
BS, Sport Management
Terri Teigen's Edward Jones Experience 2011 - Present
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Edward Jones September 2008 - September 2011
Airborne Express 1989 - 2000
Skills
Saving for Education, Roth IRA, 401k, College Savings Plans, Securities, Investment Advisory, Asset Allocation
Education
Iowa State University 1982 — 1986
Bachelor's degree, Transportation and Logistics
Marshalltown High School 1979 — 1982
Edward Jones 2011 - Present
Edward Jones September 2008 - September 2011
Airborne Express 1989 - 2000
Skills
Saving for Education, Roth IRA, 401k, College Savings Plans, Securities, Investment Advisory, Asset Allocation
Education
Iowa State University 1982 — 1986
Bachelor's degree, Transportation and Logistics
Marshalltown High School 1979 — 1982
Lauren Banker's Edward Jones Experience January 2000 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2000 - Present
Skills
Mutual Funds, Office Administration, Retirement Planning, Administrative..., Office Management, Securities, Customer Service, Spreadsheets, Retirement, Data Entry, Microsoft Excel
Education
Oakland Community College 1985 — 2008
none, General /Art
ITT Technical Institute-Troy 1998 — 1999
CAD/CADD Drafting and/or Design Technology/Technician
Edward Jones January 2000 - Present
Skills
Mutual Funds, Office Administration, Retirement Planning, Administrative..., Office Management, Securities, Customer Service, Spreadsheets, Retirement, Data Entry, Microsoft Excel
Education
Oakland Community College 1985 — 2008
none, General /Art
ITT Technical Institute-Troy 1998 — 1999
CAD/CADD Drafting and/or Design Technology/Technician
Piers Trickett's Edward Jones Experience 2010 - 2011
Job at Dept of Treasury
Industry Financial Services
Experience
Dept of Treasury December 2012 - Present
JP Morgan Chase 2011 - 2012
Edward Jones 2010 - 2011
Education
James Madison University 2007 — 2010
Bachelor of Business Administration, Finance
Mary Washington College 2006 — 2007
Dept of Treasury December 2012 - Present
JP Morgan Chase 2011 - 2012
Edward Jones 2010 - 2011
Education
James Madison University 2007 — 2010
Bachelor of Business Administration, Finance
Mary Washington College 2006 — 2007
Katie Berra's Edward Jones Experience June 2015 - Present
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Heart of America bariatrics April 2010 - Present
Costco Wholesale 2006 - April 2010
Skills
Healthcare, Healthcare Management, Customer Service, Patient Advocacy, Microsoft Office, Inventory, Cake Decorating, Health Insurance, Leadership, Data Entry, Microsoft Excel, Time Management, Outlook, Microsoft Word, Telephone Skills, Retail, Teamwork, HIPAA, Customer Satisfaction, PowerPoint, Cashiering, Medical Terminology
Education
Lindenwood University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Jefferson College 2005 — 2007
Associate of Arts (A.A.), General Studies
Edward Jones June 2015 - Present
Heart of America bariatrics April 2010 - Present
Costco Wholesale 2006 - April 2010
Skills
Healthcare, Healthcare Management, Customer Service, Patient Advocacy, Microsoft Office, Inventory, Cake Decorating, Health Insurance, Leadership, Data Entry, Microsoft Excel, Time Management, Outlook, Microsoft Word, Telephone Skills, Retail, Teamwork, HIPAA, Customer Satisfaction, PowerPoint, Cashiering, Medical Terminology
Education
Lindenwood University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Jefferson College 2005 — 2007
Associate of Arts (A.A.), General Studies
Kendall Messer's Edward Jones Experience June 2000 - March 2011
Job District Governor 201314 at Rotary District 6080
Industry Civic & Social Organization
Experience
Rotary District 6080 July 2012 - Present
Rotary District 6080 March 2011 - June 2012
Edward Jones June 2000 - March 2011
UMB Bank August 1998 - April 2000
Homeland Bank of Monticello September 1993 - July 1998
Skills
Retirement Planning, Mutual Funds, Loans, Retirement, Fixed Annuities, IRAs, Financial Advisory, Asset Allocation, Wealth Management, 401k, Bonds, Strategic Financial..., Investment Advisory, Series 7, Long-term Care
Education
Graduate School Of Banking, University of Wisconsin, Madison 1985 — 1987
Advanced Bank Management
Iowa State University 1967 — 1971
Bachelor of Science (BS), Animal Sciences
Rotary District 6080 July 2012 - Present
Rotary District 6080 March 2011 - June 2012
Edward Jones June 2000 - March 2011
UMB Bank August 1998 - April 2000
Homeland Bank of Monticello September 1993 - July 1998
Skills
Retirement Planning, Mutual Funds, Loans, Retirement, Fixed Annuities, IRAs, Financial Advisory, Asset Allocation, Wealth Management, 401k, Bonds, Strategic Financial..., Investment Advisory, Series 7, Long-term Care
Education
Graduate School Of Banking, University of Wisconsin, Madison 1985 — 1987
Advanced Bank Management
Iowa State University 1967 — 1971
Bachelor of Science (BS), Animal Sciences
Jessica Walsworth's Edward Jones Experience 2005 - 2011
Job HR Specialist at GT Independence
Industry Mental Health Care
Experience
GT Independence October 2011 - Present
Edward Jones 2005 - 2011
Howe School 2001 - 2004
Sturgis Area Chamber of Commerce 1997 - 2000
Girl Scouts of Singing Sands 1991 - 1997
Wabash County Big Brothers/Big Sisters 1985 - 1990
Skills
Outlook, Leadership Development, Internal Communications, Event Planning, Microsoft Word, Team-oriented, Team Building, Public Relations, Verbal & Written..., Community Marketing, Fundraising
Education
University of Indianapolis
Bachelor's degree; Associate's degree, Human Relations; Sociology; Business; Volunteer Management
Jackson Community College
Associate of Science (A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
GT Independence October 2011 - Present
Edward Jones 2005 - 2011
Howe School 2001 - 2004
Sturgis Area Chamber of Commerce 1997 - 2000
Girl Scouts of Singing Sands 1991 - 1997
Wabash County Big Brothers/Big Sisters 1985 - 1990
Skills
Outlook, Leadership Development, Internal Communications, Event Planning, Microsoft Word, Team-oriented, Team Building, Public Relations, Verbal & Written..., Community Marketing, Fundraising
Education
University of Indianapolis
Bachelor's degree; Associate's degree, Human Relations; Sociology; Business; Volunteer Management
Jackson Community College
Associate of Science (A.S.), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Eric Ent's Edward Jones Experience 2007 - April 2013
Job Senior Web Developer
Industry Information Technology and Services
Experience
Deck Internet Solutions April 2013 - Present
Edward Jones 2007 - April 2013
Centurion Technologies 2006 - 2007
AOS 2004 - 2006
Centurion Technologies 1999 - 2004
Skills
SQL, Microsoft SQL Server, JavaScript, Databases, SDLC, XML, IIS, .NET, jQuery, Web Development, HTML, ASP.NET, Visual Studio, Java, Java Enterprise Edition, Java Applets, WebLogic, iBatis, Perl, Shell Scripting, Unix, Red Hat Linux
Education
Jefferson College
University of Missouri-Saint Louis
Deck Internet Solutions April 2013 - Present
Edward Jones 2007 - April 2013
Centurion Technologies 2006 - 2007
AOS 2004 - 2006
Centurion Technologies 1999 - 2004
Skills
SQL, Microsoft SQL Server, JavaScript, Databases, SDLC, XML, IIS, .NET, jQuery, Web Development, HTML, ASP.NET, Visual Studio, Java, Java Enterprise Edition, Java Applets, WebLogic, iBatis, Perl, Shell Scripting, Unix, Red Hat Linux
Education
Jefferson College
University of Missouri-Saint Louis
Robert Blow's Edward Jones Experience January 2009 - May 2009
Job Auditor
Industry Accounting
Experience
Federal Government September 2014 - Present
Novitex Enterprise Solutions September 2009 - September 2014
Edward Jones January 2009 - May 2009
Old National Bank August 2006 - August 2008
Fifth Third Bank August 2005 - March 2006
Citi November 2004 - July 2005
Citi November 2003 - November 2004
Citi December 2001 - November 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Mortgage Lending, Credit, Finance, Loans, Accounting, Commercial Lending, Cash Management, FHA, Lines Of Credit, Investments, Microsoft Office
Education
Indiana University-Purdue University at Indianapolis 2008 — 2013
Bachelor of Science (BS), Accounting and Finance
Ivy Tech Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Federal Government September 2014 - Present
Novitex Enterprise Solutions September 2009 - September 2014
Edward Jones January 2009 - May 2009
Old National Bank August 2006 - August 2008
Fifth Third Bank August 2005 - March 2006
Citi November 2004 - July 2005
Citi November 2003 - November 2004
Citi December 2001 - November 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Mortgage Lending, Credit, Finance, Loans, Accounting, Commercial Lending, Cash Management, FHA, Lines Of Credit, Investments, Microsoft Office
Education
Indiana University-Purdue University at Indianapolis 2008 — 2013
Bachelor of Science (BS), Accounting and Finance
Ivy Tech Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Julie Guimond's Edward Jones Experience 2014 - Present
Job Field Human Resources Manager and Business Partner for Northern California at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
City of Hayward 2014 - 2014
Federal Reserve Bank of San Francisco 2011 - 2013
Board of Governors of the Federal Reserve System 2008 - 2011
Federal Reserve Bank of San Francisco 2006 - 2007
Federal Reserve Bank of Chicago 1996 - 2006
Skills
Employee Relations, Human Resources, Strategy, Leadership Development, Talent Acquisition, Succession Planning, Management, Project Management, Budgets, Operations Management, Strategic Partnerships, Banking, Change Management, Performance Management, Key Performance..., Business Process..., Organizational..., Leadership, Risk Management, Talent Management
Education
Loyola University Chicago
Master's Degree, Human Resources and Organizational Development
Iowa State University
Bachelor's Degree, Psychology
Edward Jones 2014 - Present
City of Hayward 2014 - 2014
Federal Reserve Bank of San Francisco 2011 - 2013
Board of Governors of the Federal Reserve System 2008 - 2011
Federal Reserve Bank of San Francisco 2006 - 2007
Federal Reserve Bank of Chicago 1996 - 2006
Skills
Employee Relations, Human Resources, Strategy, Leadership Development, Talent Acquisition, Succession Planning, Management, Project Management, Budgets, Operations Management, Strategic Partnerships, Banking, Change Management, Performance Management, Key Performance..., Business Process..., Organizational..., Leadership, Risk Management, Talent Management
Education
Loyola University Chicago
Master's Degree, Human Resources and Organizational Development
Iowa State University
Bachelor's Degree, Psychology
Fara Heumann's Edward Jones Experience December 2013 - May 2014
Job
Industry Accounting
Experience
Protiviti August 2015 - Present
Becker Professional Education August 2014 - May 2015
Protiviti June 2014 - August 2014
Edward Jones December 2013 - May 2014
Pier 1 Imports August 2012 - February 2014
Education
John Cook School of Business at Saint Louis University 2012 — 2015
Master's Degree
John Cook School of Business at Saint Louis University 2012 — 2015
Bachelor’s Degree
Protiviti August 2015 - Present
Becker Professional Education August 2014 - May 2015
Protiviti June 2014 - August 2014
Edward Jones December 2013 - May 2014
Pier 1 Imports August 2012 - February 2014
Education
John Cook School of Business at Saint Louis University 2012 — 2015
Master's Degree
John Cook School of Business at Saint Louis University 2012 — 2015
Bachelor’s Degree
Irene Parker Steckert's Edward Jones Experience September 1995 - September 2001
Job Student at Western Kentucky University
Industry Higher Education
Experience
Edward Jones September 1995 - September 2001
Financial Network Investment Corporation September 1992 - September 1995
Skills
Teaching, Investment Strategies
Education
Western Kentucky University 2014 — 2016
John Cook School of Business at Saint Louis University 1984 — 1988
MBA
Edward Jones September 1995 - September 2001
Financial Network Investment Corporation September 1992 - September 1995
Skills
Teaching, Investment Strategies
Education
Western Kentucky University 2014 — 2016
John Cook School of Business at Saint Louis University 1984 — 1988
MBA
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation