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
Mathew Jett Mathew Jett's Edward Jones Experience February 2010 - July 2010
Job Attorney at Law at The Law Office of Mathew T. Jett
Industry Law Practice
Experience
The Law Office of Mathew T. Jett November 2013 - Present
The Law Offices of Charles L. Barberio IV August 2013 - Present
Barchet Law Office January 2012 - June 2012
Jefferson County Prosecuting Attorney's Office June 2011 - August 2011
Edward Jones February 2010 - July 2010
Edward Jones June 2009 - February 2010
Skills
DUI Defense, Criminal Defense, Traffic Violations, Personal Injury, Legal Writing, Criminal Law, Legal Research, Public Speaking, Customer Service, Mediation, Trusts, Wills, Legal Assistance, Courts, Litigation, Westlaw
Education
University of Missouri-Columbia 2010 — 2013
Doctor of Law (J.D.), Law
University of Missouri-Columbia 2006 — 2009
Bachelor of Science (BS), Business/Finance
Southeast Missouri State University 2004 — 2006
The Law Office of Mathew T. Jett November 2013 - Present
The Law Offices of Charles L. Barberio IV August 2013 - Present
Barchet Law Office January 2012 - June 2012
Jefferson County Prosecuting Attorney's Office June 2011 - August 2011
Edward Jones February 2010 - July 2010
Edward Jones June 2009 - February 2010
Skills
DUI Defense, Criminal Defense, Traffic Violations, Personal Injury, Legal Writing, Criminal Law, Legal Research, Public Speaking, Customer Service, Mediation, Trusts, Wills, Legal Assistance, Courts, Litigation, Westlaw
Education
University of Missouri-Columbia 2010 — 2013
Doctor of Law (J.D.), Law
University of Missouri-Columbia 2006 — 2009
Bachelor of Science (BS), Business/Finance
Southeast Missouri State University 2004 — 2006
Jennifer Decher Jennifer Decher's Edward Jones Experience July 1999 - October 2003
Job Director of Operations oXYGen Financial
Industry Financial Services
Experience
oXYGen Financial Inc June 2013 - Present
LPL Financial May 2006 - May 2013
Bank of America/Nexstar Financial Corp. October 2003 - May 2006
Edward Jones July 1999 - October 2003
CMS Communications July 1998 - July 1999
Arcobasso Foods, Inc January 1998 - July 1998
Skills
Series 7, Mutual Funds, Securities, Customer Service, Insurance, Process Improvement, Uniform Combined State..., Outlook, Financial Planners, Fixed Annuities, Microsoft Excel, Marketing, FINRA
Education
Webster University 2003 — 2005
Masters of Arts; M.A, Legal Analysis
Southeast Missouri State University 1993 — 1997
Bachelors of Science Business Administration (B.S.B.A, Office Systems Management
oXYGen Financial Inc June 2013 - Present
LPL Financial May 2006 - May 2013
Bank of America/Nexstar Financial Corp. October 2003 - May 2006
Edward Jones July 1999 - October 2003
CMS Communications July 1998 - July 1999
Arcobasso Foods, Inc January 1998 - July 1998
Skills
Series 7, Mutual Funds, Securities, Customer Service, Insurance, Process Improvement, Uniform Combined State..., Outlook, Financial Planners, Fixed Annuities, Microsoft Excel, Marketing, FINRA
Education
Webster University 2003 — 2005
Masters of Arts; M.A, Legal Analysis
Southeast Missouri State University 1993 — 1997
Bachelors of Science Business Administration (B.S.B.A, Office Systems Management
Dustin Whitehead Dustin Whitehead's Edward Jones Experience November 2009 - March 2010
Job Coowner
Industry Photography
Experience
Sarah Maren Photographers June 2005 - Present
Xfinity Comcast Cable July 2012 - February 2014
Neighborly Pest Management November 2010 - July 2012
Edward Jones November 2009 - March 2010
Clark Pest Control June 2002 - November 2009
Penske Truck Leasing June 2007 - December 2007
North Sacramento Funeral Home September 2005 - December 2006
UPS August 2001 - March 2003
The Church of Jesus Christ of Latter-day Saints August 1999 - August 2001
McDonald's Corporation March 1995 - August 1999
Skills
Public Speaking, Account Management, Sales, Direct Sales, Customer Service, Microsoft Office, JavaScript, Adobe Acrobat, Adobe LiveCycle Designer, Cold Calling, Team Building, Customer Retention, Marketing Strategy, Networking, Microsoft Excel, Event Planning, Salesforce.com, Contract Negotiation, Email Marketing, Entrepreneurship, Microsoft Word, Online Marketing, CRM, Photoshop, Business Development, Data Entry, SEO, Facebook, Customer Satisfaction, Training, Management, Leadership, Social Networking, Social Media Marketing, Time Management
Education
Purdue University 2002 — 2004
Computer Science
Brigham Young University 1999 — 1999
Spanish Language and Literature
Shasta College 1997 — 1999
Emergency Care Attendant (EMT Ambulance)
Burney High School 1992 — 1997
Diploma, Spanish
Sarah Maren Photographers June 2005 - Present
Xfinity Comcast Cable July 2012 - February 2014
Neighborly Pest Management November 2010 - July 2012
Edward Jones November 2009 - March 2010
Clark Pest Control June 2002 - November 2009
Penske Truck Leasing June 2007 - December 2007
North Sacramento Funeral Home September 2005 - December 2006
UPS August 2001 - March 2003
The Church of Jesus Christ of Latter-day Saints August 1999 - August 2001
McDonald's Corporation March 1995 - August 1999
Skills
Public Speaking, Account Management, Sales, Direct Sales, Customer Service, Microsoft Office, JavaScript, Adobe Acrobat, Adobe LiveCycle Designer, Cold Calling, Team Building, Customer Retention, Marketing Strategy, Networking, Microsoft Excel, Event Planning, Salesforce.com, Contract Negotiation, Email Marketing, Entrepreneurship, Microsoft Word, Online Marketing, CRM, Photoshop, Business Development, Data Entry, SEO, Facebook, Customer Satisfaction, Training, Management, Leadership, Social Networking, Social Media Marketing, Time Management
Education
Purdue University 2002 — 2004
Computer Science
Brigham Young University 1999 — 1999
Spanish Language and Literature
Shasta College 1997 — 1999
Emergency Care Attendant (EMT Ambulance)
Burney High School 1992 — 1997
Diploma, Spanish
Mike Silver, AAMS Mike Silver, AAMS's Edward Jones Experience February 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2009 - Present
Verizon Wireless November 2003 - January 2009
Skills
Budgets, Business Development, Customer Service, Disability Insurance, Estate Planning, Finance, Financial Analysis, Insurance, Investments, Management, Microsoft Excel, PowerPoint, Retirement Planning, Strategic Financial..., Strategic Planning, Wealth Management, Financial Planners, Business Planning, Leadership, IRAs, Financial Planning
Education
CSU Sacramento 1998 — 2001
Bachelor of Science (B.S.)
Sierra College 1996 — 1998
Associate of Science (A.S.)
Edward Jones February 2009 - Present
Verizon Wireless November 2003 - January 2009
Skills
Budgets, Business Development, Customer Service, Disability Insurance, Estate Planning, Finance, Financial Analysis, Insurance, Investments, Management, Microsoft Excel, PowerPoint, Retirement Planning, Strategic Financial..., Strategic Planning, Wealth Management, Financial Planners, Business Planning, Leadership, IRAs, Financial Planning
Education
CSU Sacramento 1998 — 2001
Bachelor of Science (B.S.)
Sierra College 1996 — 1998
Associate of Science (A.S.)
Jared Ramsey Jared Ramsey's Edward Jones Experience October 1997 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 1997 - Present
Edward Jones June 1996 - October 1997
Skills
Series 7, Strategic Financial..., Series 63, Insurance, Retirement Planning, Banking, Mortgage Lending, Retirement, Mutual Funds, Financial Modeling, Fixed Annuities, Life Insurance, Credit, 401k, Wealth Management, Financial Analysis, Long-term Care, Finance, Investments, Estate Planning, Portfolio Management, Risk Management, Securities, Employee Benefits, Disability Insurance, Bonds, Series 6, Relationship Management, Loans, Term Life Insurance, Small Business
Education
Southeast Missouri State University 1991 — 1995
BA, Business Administration
Southeast Missouri State University - Harrison College of Business 1991 — 1995
Bachelors of Science, Business Administration
Kirkwood High School 1988 — 1991
Edward Jones October 1997 - Present
Edward Jones June 1996 - October 1997
Skills
Series 7, Strategic Financial..., Series 63, Insurance, Retirement Planning, Banking, Mortgage Lending, Retirement, Mutual Funds, Financial Modeling, Fixed Annuities, Life Insurance, Credit, 401k, Wealth Management, Financial Analysis, Long-term Care, Finance, Investments, Estate Planning, Portfolio Management, Risk Management, Securities, Employee Benefits, Disability Insurance, Bonds, Series 6, Relationship Management, Loans, Term Life Insurance, Small Business
Education
Southeast Missouri State University 1991 — 1995
BA, Business Administration
Southeast Missouri State University - Harrison College of Business 1991 — 1995
Bachelors of Science, Business Administration
Kirkwood High School 1988 — 1991
Gail Liston Gail Liston's Edward Jones Experience 1995 - 1997
Job IRA Manager at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. October 2000 - Present
Edward Jones 1995 - 1997
Zimmer Cal-Neva, Ltd. 1986 - 1993
Skills
Accounting, Accounts Payable, Microsoft Office, IRAs, Self-Directed IRA..., Funding Non-Traditional..., IRS Rules & Regulations..., Accounts Receivable, Payroll, Financial Statements, Revenue Recognition, Bookkeeping, Process Improvement, Financial Analysis, Personnel Supervision, Employee Training, Invoicing
Education
Sierra College 1981 — 1983
Associate of Arts (AA), Accounting
Polycomp Administrative Services, Inc. October 2000 - Present
Edward Jones 1995 - 1997
Zimmer Cal-Neva, Ltd. 1986 - 1993
Skills
Accounting, Accounts Payable, Microsoft Office, IRAs, Self-Directed IRA..., Funding Non-Traditional..., IRS Rules & Regulations..., Accounts Receivable, Payroll, Financial Statements, Revenue Recognition, Bookkeeping, Process Improvement, Financial Analysis, Personnel Supervision, Employee Training, Invoicing
Education
Sierra College 1981 — 1983
Associate of Arts (AA), Accounting
Emily Morrell Emily Morrell's Edward Jones Experience December 2014 - Present
Job Service Specialist II at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Gap Inc./Old Navy May 2010 - Present
Developmental Disabilites Service of Metro East August 2012 - November 2014
Belleville District 118, Union Elementary School August 2013 - December 2013
Three-Sixty: Rooftop Bar in St. Louis April 2012 - August 2012
Skills
Traktor, Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Publisher, Mixing, Event Planning, Customer Service, Sales, Time Management
Education
Southern Illinois University, Edwardsville 2011 — 2013
Bachelor of Science (B.S.), Psychology
Southeast Missouri State University 2009 — 2011
Bachelor of Science (B.S.), Psychology
Edward Jones December 2014 - Present
Gap Inc./Old Navy May 2010 - Present
Developmental Disabilites Service of Metro East August 2012 - November 2014
Belleville District 118, Union Elementary School August 2013 - December 2013
Three-Sixty: Rooftop Bar in St. Louis April 2012 - August 2012
Skills
Traktor, Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Publisher, Mixing, Event Planning, Customer Service, Sales, Time Management
Education
Southern Illinois University, Edwardsville 2011 — 2013
Bachelor of Science (B.S.), Psychology
Southeast Missouri State University 2009 — 2011
Bachelor of Science (B.S.), Psychology
Doug Jinx Strahan Doug Jinx Strahan's Edward Jones Experience March 2009 - December 2009
Job Planning Section Chief, FEMA Region X IMAT
Industry Government Administration
Experience
FEMA June 2014 - Present
United States Marine Corps April 2010 - September 2014
Edward Jones March 2009 - December 2009
One Year Holiday December 2007 - December 2008
United States Marine Corps June 2007 - March 2008
United States Marine Corps March 2007 - June 2007
United States Marine Corps November 2005 - February 2007
United States Marine Corps June 2005 - October 2005
United States Marine Corps June 2004 - June 2005
United States Marine Corps November 2003 - May 2004
Skills
Strategic Planning, Project Planning, Program Management, Military, Military Aviation, Emergency Management, Personnel Management, International Relations, Leadership Development, Training, Government, Leadership, Command, Team Building, Aviation, Military Operations, Operational Planning, Security Clearance, Awesomeness
Education
University of Oklahoma 2011 — 2013
Master's degree, International Relations and Affairs
Marine Corps University 2010 — 2012
Command and Staff College
Sonoma State University 1995 — 1999
Bachelor's degree, Mass Communication/Media Studies
FEMA June 2014 - Present
United States Marine Corps April 2010 - September 2014
Edward Jones March 2009 - December 2009
One Year Holiday December 2007 - December 2008
United States Marine Corps June 2007 - March 2008
United States Marine Corps March 2007 - June 2007
United States Marine Corps November 2005 - February 2007
United States Marine Corps June 2005 - October 2005
United States Marine Corps June 2004 - June 2005
United States Marine Corps November 2003 - May 2004
Skills
Strategic Planning, Project Planning, Program Management, Military, Military Aviation, Emergency Management, Personnel Management, International Relations, Leadership Development, Training, Government, Leadership, Command, Team Building, Aviation, Military Operations, Operational Planning, Security Clearance, Awesomeness
Education
University of Oklahoma 2011 — 2013
Master's degree, International Relations and Affairs
Marine Corps University 2010 — 2012
Command and Staff College
Sonoma State University 1995 — 1999
Bachelor's degree, Mass Communication/Media Studies
Jeremy Menning Jeremy Menning's Edward Jones Experience June 2001 - December 2002
Job Branch Manager Main Office The First National Bank in Sioux Falls
Industry Banking
Experience
The First National Bank in Sioux Falls July 2011 - Present
Home Federal Bank January 2003 - June 2011
Hartford Area Development Corporation July 2009 - February 2011
Army National Guard April 1996 - April 2008
Edward Jones June 2001 - December 2002
SDSU Foundation September 1997 - June 2001
Skills
Investments, Leadership, Analysis, Mortgage Lending, Management, Fundraising, Financial Analysis, Banking, Commercial Lending, Microsoft Office, Credit, Strategic Financial..., Cold Calling
Education
South Dakota State University 1997 — 2001
Bachelor of Science Degree, Business Economics
The First National Bank in Sioux Falls July 2011 - Present
Home Federal Bank January 2003 - June 2011
Hartford Area Development Corporation July 2009 - February 2011
Army National Guard April 1996 - April 2008
Edward Jones June 2001 - December 2002
SDSU Foundation September 1997 - June 2001
Skills
Investments, Leadership, Analysis, Mortgage Lending, Management, Fundraising, Financial Analysis, Banking, Commercial Lending, Microsoft Office, Credit, Strategic Financial..., Cold Calling
Education
South Dakota State University 1997 — 2001
Bachelor of Science Degree, Business Economics
Angela Zieres's Edward Jones Experience September 2007 - March 2008
Job Project Operations Specialist at MaritzCX
Industry Market Research
Experience
MaritzCX June 2015 - Present
Lumeris April 2014 - June 2015
Maritz Research September 2013 - April 2014
Maritz Research August 2010 - September 2013
Cassidy Turley December 2009 - August 2010
Colliers Turley Martin Tucker March 2009 - January 2010
H&R Block April 2008 - February 2009
Edward Jones September 2007 - March 2008
Southeast Missouri State University September 2004 - November 2006
Skills
Marketing, Leadership, Market Research, Marketing Communications, Microsoft Excel, Outlook, Project Management, Program Management, Social Networking, Account Management, Project Planning, Process Improvement, Time Management, Social Media Marketing, PowerPoint, Microsoft Word, Advertising, Recruiting, Fundraising, Negotiation, Training, Human Resources, Adobe Creative Suite
Education
Project Management Institute 2014 — 2015
Project Management Professional, Project Management
University of Georgia 2013 — 2014
Principles of Market Research Certification, Marketing Research, Completed
Southeast Missouri State University 2003 — 2007
BA, Spanish
Southeast Missouri State University - Harrison College of Business 2003 — 2007
BSBA, Marketing Management
St. Simon's
St. Louis Community College
Associate's degree, Interior Design, A
CONTINUING EDUCATION Missouri Real Estate Salesperson License
Real Estate
MaritzCX June 2015 - Present
Lumeris April 2014 - June 2015
Maritz Research September 2013 - April 2014
Maritz Research August 2010 - September 2013
Cassidy Turley December 2009 - August 2010
Colliers Turley Martin Tucker March 2009 - January 2010
H&R Block April 2008 - February 2009
Edward Jones September 2007 - March 2008
Southeast Missouri State University September 2004 - November 2006
Skills
Marketing, Leadership, Market Research, Marketing Communications, Microsoft Excel, Outlook, Project Management, Program Management, Social Networking, Account Management, Project Planning, Process Improvement, Time Management, Social Media Marketing, PowerPoint, Microsoft Word, Advertising, Recruiting, Fundraising, Negotiation, Training, Human Resources, Adobe Creative Suite
Education
Project Management Institute 2014 — 2015
Project Management Professional, Project Management
University of Georgia 2013 — 2014
Principles of Market Research Certification, Marketing Research, Completed
Southeast Missouri State University 2003 — 2007
BA, Spanish
Southeast Missouri State University - Harrison College of Business 2003 — 2007
BSBA, Marketing Management
St. Simon's
St. Louis Community College
Associate's degree, Interior Design, A
CONTINUING EDUCATION Missouri Real Estate Salesperson License
Real Estate
Josh Ingram Josh Ingram's Edward Jones Experience August 2012 - May 2014
Job Financial Advisor / Partner at Eastern Sierra Wealth Management
Industry Financial Services
Experience
Eastern Sierra Wealth Management May 2014 - Present
Edward Jones August 2012 - May 2014
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services, College Savings Plans
Education
Sierra College
Mechatronics, Robotics, and Automation
Eastern Sierra Wealth Management May 2014 - Present
Edward Jones August 2012 - May 2014
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services, College Savings Plans
Education
Sierra College
Mechatronics, Robotics, and Automation
Jeff Coplan Jeff Coplan's Edward Jones Experience January 2000 - May 2006
Job Owner, Registered Principal at Integrity Wealth
Industry Financial Services
Experience
Integrity Wealth, An Independent Firm May 2006 - Present
Shepherd Of The Lake Lutheran Church Call Committee January 2013 - Present
Shepherd Of The Lake Lutheran Church Foundation February 2012 - Present
Edward Jones January 2000 - May 2006
Education
South Dakota State University 1995 — 1999
Bachelor of Arts, Sociology, Criminal Justice, Spanish
Integrity Wealth, An Independent Firm May 2006 - Present
Shepherd Of The Lake Lutheran Church Call Committee January 2013 - Present
Shepherd Of The Lake Lutheran Church Foundation February 2012 - Present
Edward Jones January 2000 - May 2006
Education
South Dakota State University 1995 — 1999
Bachelor of Arts, Sociology, Criminal Justice, Spanish
Dwight Jolivette Dwight Jolivette's Edward Jones Experience January 1997 - May 2011
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones January 1997 - May 2011
Skills
Mutual Funds, Retirement, Retirement Planning, Securities, Equities, Wealth Management, Asset Allocation, Investments, Annuities, Fixed Income, IRA's, Portfolio Management, Sales Training
Education
Seton Hill University 2011 — 2014
Master's Degree, Writing Popular Fiction
Webster University
Bachelor's Degree, Business Management
Edward Jones January 1997 - May 2011
Skills
Mutual Funds, Retirement, Retirement Planning, Securities, Equities, Wealth Management, Asset Allocation, Investments, Annuities, Fixed Income, IRA's, Portfolio Management, Sales Training
Education
Seton Hill University 2011 — 2014
Master's Degree, Writing Popular Fiction
Webster University
Bachelor's Degree, Business Management
Pat Muir Pat Muir's Edward Jones Experience September 2011 - June 2014
Job
Industry Financial Services
Experience
NAVFAC Contingency Engineering Unit (CEU) October 2009 - December 2014
Advantage Sales & Marketing May 2012 - July 2014
Edward Jones September 2011 - June 2014
USO April 2012 - April 2013
More Than Coffee February 2009 - April 2012
Navy District Washington September 2010 - February 2011
Kohl's Department Stores May 2000 - November 2008
Famous Barr 1986 - 2000
FamousBarr 1981 - 1986
Skills
Customer Service, Hiring, Inventory Control, Supervisory Skills, Visual Merchandising, Training, Administrative Work, Customer Retention, Recruiting, Merchandising, Supervision, Nonprofits, Team Building, Leadership, Fundraising, Sales, Marketing, Negotiation, Public Speaking, Microsoft Word, Project Planning, Process Improvement, Time Management, Retail, Advertising, Marketing Strategy, Teamwork, Customer Satisfaction, Selling, Inventory Management
Education
Southeast Missouri State University 1977 — 1980
B.S.
NAVFAC Contingency Engineering Unit (CEU) October 2009 - December 2014
Advantage Sales & Marketing May 2012 - July 2014
Edward Jones September 2011 - June 2014
USO April 2012 - April 2013
More Than Coffee February 2009 - April 2012
Navy District Washington September 2010 - February 2011
Kohl's Department Stores May 2000 - November 2008
Famous Barr 1986 - 2000
FamousBarr 1981 - 1986
Skills
Customer Service, Hiring, Inventory Control, Supervisory Skills, Visual Merchandising, Training, Administrative Work, Customer Retention, Recruiting, Merchandising, Supervision, Nonprofits, Team Building, Leadership, Fundraising, Sales, Marketing, Negotiation, Public Speaking, Microsoft Word, Project Planning, Process Improvement, Time Management, Retail, Advertising, Marketing Strategy, Teamwork, Customer Satisfaction, Selling, Inventory Management
Education
Southeast Missouri State University 1977 — 1980
B.S.
Thane Thalman Thane Thalman's Edward Jones Experience May 1999 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 1999 - Present
Mattel Toys 1998 - 1999
Convergys 1991 - 1998
Skills
401k Rollovers, IRAs, Retirement Planning, Retirement, 401k, Fixed Annuities, Mutual Funds, Series 7, Term Life Insurance, Wealth Management, Asset Allocation, Investment Strategies, Investments, Financial Services
Education
University of Phoenix 1992 — 1994
MBA
Weber State University 1989 — 1992
Sales & Service Technology
Snow College 1984 — 1988
Associate's degree
Edward Jones May 1999 - Present
Mattel Toys 1998 - 1999
Convergys 1991 - 1998
Skills
401k Rollovers, IRAs, Retirement Planning, Retirement, 401k, Fixed Annuities, Mutual Funds, Series 7, Term Life Insurance, Wealth Management, Asset Allocation, Investment Strategies, Investments, Financial Services
Education
University of Phoenix 1992 — 1994
MBA
Weber State University 1989 — 1992
Sales & Service Technology
Snow College 1984 — 1988
Associate's degree
Diane Grate Diane Grate's Edward Jones Experience May 2015 - Present
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Kasper January 2014 - May 2015
Ann Taylor Factory Store August 2013 - February 2014
U.S. Cellular July 2005 - May 2013
Linens N Things February 2005 - August 2005
St. Anthony's Catholic Church 2000 - 2003
Skills
Wireless, Telecommunications, Operations Management, Mobile Devices, Building Relationships, Inventory Management, Cross-functional Team..., Operational Excellence, Customer Service..., Administrative..., Microsoft Office, Vendor Relationships, Customer Service, Sales, Sales Support, SAP, Governmental Regulation..., Coordinating Special..., Shrink Management, Critical Thinking, Close Attention to..., Confidentiality, Merchandising, Customer Satisfaction, Customer Retention, Cellular Communications, Process Scheduler, Retail Sales, Customer Experience, Direct Sales, Sales Process, Call Centers, Sales Operations, Relationship Building
Education
Southeast Community College 1978 — 1979
Associate of Arts and Sciences (AAS), Computer Science
Edward Jones May 2015 - Present
Kasper January 2014 - May 2015
Ann Taylor Factory Store August 2013 - February 2014
U.S. Cellular July 2005 - May 2013
Linens N Things February 2005 - August 2005
St. Anthony's Catholic Church 2000 - 2003
Skills
Wireless, Telecommunications, Operations Management, Mobile Devices, Building Relationships, Inventory Management, Cross-functional Team..., Operational Excellence, Customer Service..., Administrative..., Microsoft Office, Vendor Relationships, Customer Service, Sales, Sales Support, SAP, Governmental Regulation..., Coordinating Special..., Shrink Management, Critical Thinking, Close Attention to..., Confidentiality, Merchandising, Customer Satisfaction, Customer Retention, Cellular Communications, Process Scheduler, Retail Sales, Customer Experience, Direct Sales, Sales Process, Call Centers, Sales Operations, Relationship Building
Education
Southeast Community College 1978 — 1979
Associate of Arts and Sciences (AAS), Computer Science
Ami Vyas Ami Vyas's Edward Jones Experience September 2014 - Present
Job National Strategies and Special Projects Manager
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Edward Jones January 2011 - September 2014
Edward Jones September 2008 - January 2011
Edward Jones 2006 - 2008
Edward Jones 2005 - 2006
RBC Dominion Securities 2001 - 2003
Skills
Recruiting, Business Planning, Leadership, Customer Service, Public Speaking, Building Relationships, Strategic Planning, Relationship Management, Sales, Team Leadership, Account Management, Business Development, Relationship Building, Talent Acquisition, Cold Calling, Management, Sales Management
Education
Sheridan College 2003 — 2004
Post-Grad Certificate, Corporate Communications
University of Toronto at Mississauga - Erindale College 1996 — 2000
H. BSc.
Edward Jones September 2014 - Present
Edward Jones January 2011 - September 2014
Edward Jones September 2008 - January 2011
Edward Jones 2006 - 2008
Edward Jones 2005 - 2006
RBC Dominion Securities 2001 - 2003
Skills
Recruiting, Business Planning, Leadership, Customer Service, Public Speaking, Building Relationships, Strategic Planning, Relationship Management, Sales, Team Leadership, Account Management, Business Development, Relationship Building, Talent Acquisition, Cold Calling, Management, Sales Management
Education
Sheridan College 2003 — 2004
Post-Grad Certificate, Corporate Communications
University of Toronto at Mississauga - Erindale College 1996 — 2000
H. BSc.
Ele Hawthorne, MBA's Edward Jones Experience October 2012 - September 2013
Job Financial Advisor at VALIC Financial Advisors, Inc
Industry Investment Management
Experience
VALIC November 2013 - Present
D&E Hawthorne Group LLC October 2005 - Present
Edward Jones October 2012 - September 2013
Houston-Galveston Area Council March 2008 - May 2012
Donovan & Watkins February 2007 - March 2008
Warner Hicks LLC February 2004 - January 2005
Houston Housing Authority January 2003 - January 2004
Pelican Importing & Exporting July 2002 - December 2003
Japan Enhanced Network Services, JENS January 2000 - February 2002
Denny's 1992 - 1994
Skills
Risk Management, Team Building, Data Analysis, SAP, Accounting, Operations Management, Administration, Telecommunications..., Access, Team Leadership, Customer Service, Program Management, System Administration, Process Improvement, Management, Analysis, Strategic Planning, Marketing, Start-ups, Government, Policy, Entrepreneurship, Project Planning, Marketing Strategy, Nonprofits, Negotiation, Microsoft Office, Strategy, Leadership, Budgets, Finance, Contract Negotiation, Project Management, Consulting, Sales, Business Development, Microsoft Excel, New Business Development, Small Business, Financial Analysis, Networking, Leadership Development, Proposal Writing
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
University of Houston-Downtown 1996 — 1998
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Sewanee-The University of the South 1990 — 1992
Economics
VALIC November 2013 - Present
D&E Hawthorne Group LLC October 2005 - Present
Edward Jones October 2012 - September 2013
Houston-Galveston Area Council March 2008 - May 2012
Donovan & Watkins February 2007 - March 2008
Warner Hicks LLC February 2004 - January 2005
Houston Housing Authority January 2003 - January 2004
Pelican Importing & Exporting July 2002 - December 2003
Japan Enhanced Network Services, JENS January 2000 - February 2002
Denny's 1992 - 1994
Skills
Risk Management, Team Building, Data Analysis, SAP, Accounting, Operations Management, Administration, Telecommunications..., Access, Team Leadership, Customer Service, Program Management, System Administration, Process Improvement, Management, Analysis, Strategic Planning, Marketing, Start-ups, Government, Policy, Entrepreneurship, Project Planning, Marketing Strategy, Nonprofits, Negotiation, Microsoft Office, Strategy, Leadership, Budgets, Finance, Contract Negotiation, Project Management, Consulting, Sales, Business Development, Microsoft Excel, New Business Development, Small Business, Financial Analysis, Networking, Leadership Development, Proposal Writing
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
University of Houston-Downtown 1996 — 1998
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Sewanee-The University of the South 1990 — 1992
Economics
Doug lake Doug lake's Edward Jones Experience January 2011 - July 2012
Job Sales manager at Show me steaks
Industry Financial Services
Experience
Show me steaks July 2012 - Present
Edward Jones January 2011 - July 2012
T-Mobile September 2009 - January 2011
PNC March 2006 - September 2009
Skills
Goal-oriented..., Consumer Lending, Sales Management, Business Loans, Cross Selling, Driving Profitability, New Business Development, Exceed Sales Goals, Credit Scoring, Microsoft Word, Underwriting, FICO, Microsoft Excel, PowerPoint, Outlook, Lead Generation, Lines Of Credit, Mortgage Lending, Public Speaking, Telemarketing, First Time Home Buyers, Credit Reports, Sales Process, Investments, Notary Public, Wire Transfers, Quota Achievement, Team Management, Training, Networking
Education
Southeast Missouri State University 1998 — 2000
Show me steaks July 2012 - Present
Edward Jones January 2011 - July 2012
T-Mobile September 2009 - January 2011
PNC March 2006 - September 2009
Skills
Goal-oriented..., Consumer Lending, Sales Management, Business Loans, Cross Selling, Driving Profitability, New Business Development, Exceed Sales Goals, Credit Scoring, Microsoft Word, Underwriting, FICO, Microsoft Excel, PowerPoint, Outlook, Lead Generation, Lines Of Credit, Mortgage Lending, Public Speaking, Telemarketing, First Time Home Buyers, Credit Reports, Sales Process, Investments, Notary Public, Wire Transfers, Quota Achievement, Team Management, Training, Networking
Education
Southeast Missouri State University 1998 — 2000
Holly Robinson's Edward Jones Experience October 2009 - April 2010
Job Manager of Implementation Services at Medsphere Systems Corporation
Industry Computer Software
Experience
Medsphere Systems Corporation June 2014 - Present
Medsphere Systems Corporation November 2012 - May 2014
Stockell Healthcare Systems April 2010 - October 2012
Edward Jones October 2009 - April 2010
Midwest Healthcare Services August 2007 - August 2009
Physicians Alliance Surgery Center February 2002 - August 2007
Skills
Leadership, Training, Finance, Customer Service, Microsoft Excel, Microsoft Office, Access, Insurance, Project Management, Sales, Team Building, Management, Business Analysis, Strategic Planning, Account Management, Process Improvement, Healthcare Information..., EHR, Software Implementation, Healthcare, HIPAA, Information Technology, Consulting, Business Intelligence, Analysis, Change Management, Budgets, CRM, Business Process..., Visio, Software Documentation, Building Relationships, Customer Satisfaction, Resource Management, Integration, Relationship Management, Vendor Management, SaaS, Data Analysis, Business Process, EMR, Hospital Information..., Revenue Cycle, HL7, Informatics, Quality Assurance, SDLC, Requirements Analysis, Cross-functional Team...
Education
Southeast Missouri State University
BSBA, Finance
Cape Central Highschool 1991 — 1995
Medsphere Systems Corporation June 2014 - Present
Medsphere Systems Corporation November 2012 - May 2014
Stockell Healthcare Systems April 2010 - October 2012
Edward Jones October 2009 - April 2010
Midwest Healthcare Services August 2007 - August 2009
Physicians Alliance Surgery Center February 2002 - August 2007
Skills
Leadership, Training, Finance, Customer Service, Microsoft Excel, Microsoft Office, Access, Insurance, Project Management, Sales, Team Building, Management, Business Analysis, Strategic Planning, Account Management, Process Improvement, Healthcare Information..., EHR, Software Implementation, Healthcare, HIPAA, Information Technology, Consulting, Business Intelligence, Analysis, Change Management, Budgets, CRM, Business Process..., Visio, Software Documentation, Building Relationships, Customer Satisfaction, Resource Management, Integration, Relationship Management, Vendor Management, SaaS, Data Analysis, Business Process, EMR, Hospital Information..., Revenue Cycle, HL7, Informatics, Quality Assurance, SDLC, Requirements Analysis, Cross-functional Team...
Education
Southeast Missouri State University
BSBA, Finance
Cape Central Highschool 1991 — 1995
Carrie Dupuie Carrie Dupuie's Edward Jones Experience February 2006 - December 2011
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Delaware Air National Guard January 1993 - Present
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Edward Jones February 2006 - December 2011
Skills
Accredited Asset..., Retirement Planning, Retirement, Estate Planning, Portfolio Management, Risk Assessment, Finance, Financial Advisory, Strategic Financial..., Securities, Personal Finance, Investment Strategies, Investments, IRAs, Management, Series 7
Education
Shippensburg University of Pennsylvania 2003 — 2005
Bachelor's of Science, Finance
Shippensburg University of Pennsylvania 2003 — 2005
Bachelor's of Arts, Communication
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Delaware Air National Guard January 1993 - Present
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Brian Roberts 2012 - 2013
Edward Jones February 2006 - December 2011
Skills
Accredited Asset..., Retirement Planning, Retirement, Estate Planning, Portfolio Management, Risk Assessment, Finance, Financial Advisory, Strategic Financial..., Securities, Personal Finance, Investment Strategies, Investments, IRAs, Management, Series 7
Education
Shippensburg University of Pennsylvania 2003 — 2005
Bachelor's of Science, Finance
Shippensburg University of Pennsylvania 2003 — 2005
Bachelor's of Arts, Communication
Jonathan McVety's Edward Jones Experience January 2011 - May 2014
Job Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Edward Jones January 2011 - May 2014
Jaguar Trading International December 2005 - December 2010
Enkei Florida Inc 1998 - 2005
Enkei International 1994 - 1998
NARMCO 1988 - 1994
Skills
Strategic Planning, Leadership, Management, Team Building, Strategy, Business Development, Sales, Start-ups, Sales Management, Business Planning, Supply Chain Management, Supply Chain...
Education
Thunderbird School of Global Management
MBA, International Management, Finance, Industrial Sales, Asian Studies, Japanese, With Honors (Top 10%)
Simon Fraser University
BGS, Business Management, Sales, Communications, Accounting, Asian Studies, Japanese
Trinity Western University
AA, Social Studies/Christian Education
Edward Jones January 2011 - May 2014
Jaguar Trading International December 2005 - December 2010
Enkei Florida Inc 1998 - 2005
Enkei International 1994 - 1998
NARMCO 1988 - 1994
Skills
Strategic Planning, Leadership, Management, Team Building, Strategy, Business Development, Sales, Start-ups, Sales Management, Business Planning, Supply Chain Management, Supply Chain...
Education
Thunderbird School of Global Management
MBA, International Management, Finance, Industrial Sales, Asian Studies, Japanese, With Honors (Top 10%)
Simon Fraser University
BGS, Business Management, Sales, Communications, Accounting, Asian Studies, Japanese
Trinity Western University
AA, Social Studies/Christian Education
Henry Rzonca Henry Rzonca's Edward Jones Experience September 2009 - December 2011
Job Tax Partner at RubinBrown
Industry Accounting
Experience
RubinBrown LLP January 2012 - Present
Edward Jones September 2009 - December 2011
Watlow February 1991 - September 2009
KPMG January 1984 - February 1991
Skills
Tax, Income Tax, High Net Worth...
Education
Southeast Missouri State University 1979 — 1983
Bachelor of Science, Accounting, Management
RubinBrown LLP January 2012 - Present
Edward Jones September 2009 - December 2011
Watlow February 1991 - September 2009
KPMG January 1984 - February 1991
Skills
Tax, Income Tax, High Net Worth...
Education
Southeast Missouri State University 1979 — 1983
Bachelor of Science, Accounting, Management
keanna white's Edward Jones Experience December 2007 - September 2009
Job HRIS Specialist at Scottrade
Industry Financial Services
Experience
Scottrade November 2013 - Present
Scottrade July 2012 - November 2013
Scottrade December 2010 - July 2012
Edward Jones December 2007 - September 2009
Skills
Securities, Mutual Funds, Financial Services, Customer Service, SDLC, Back Office, Analysis, Account Reconciliation, Applicant Tracking..., Finance, HRIS, Human Resources, Investments, Leadership, Microsoft Excel, Microsoft Office, Onboarding, ADP E-Time, ADP ReportSmith, Talent Management
Education
University of Phoenix 2010 — 2012
Master, Master in Business Administration
Southeast Missouri State University 2003 — 2007
Corporate Communication, Communication
Scottrade November 2013 - Present
Scottrade July 2012 - November 2013
Scottrade December 2010 - July 2012
Edward Jones December 2007 - September 2009
Skills
Securities, Mutual Funds, Financial Services, Customer Service, SDLC, Back Office, Analysis, Account Reconciliation, Applicant Tracking..., Finance, HRIS, Human Resources, Investments, Leadership, Microsoft Excel, Microsoft Office, Onboarding, ADP E-Time, ADP ReportSmith, Talent Management
Education
University of Phoenix 2010 — 2012
Master, Master in Business Administration
Southeast Missouri State University 2003 — 2007
Corporate Communication, Communication
Catherine Herrmann Catherine Herrmann's Edward Jones Experience November 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Religious Institutions
Experience
Edward Jones November 2014 - Present
St. Peter Catholic Church November 2010 - Present
St. Peter Catholic Church March 2010 - November 2014
St. Peter Catholic School September 2006 - March 2010
Nestlé Purina North America October 1987 - July 1997
Kenrick Advertising August 1984 - September 1987
Skills
Event Planning, Strategic Planning, Public Speaking, Microsoft Office
Education
Southeast Missouri State University
Bachelor of Arts (B.A.), Communications
Ursuline Academy
Edward Jones November 2014 - Present
St. Peter Catholic Church November 2010 - Present
St. Peter Catholic Church March 2010 - November 2014
St. Peter Catholic School September 2006 - March 2010
Nestlé Purina North America October 1987 - July 1997
Kenrick Advertising August 1984 - September 1987
Skills
Event Planning, Strategic Planning, Public Speaking, Microsoft Office
Education
Southeast Missouri State University
Bachelor of Arts (B.A.), Communications
Ursuline Academy
Douglas Allen Douglas Allen's Edward Jones Experience March 2006 - December 2007
Job Judicial Law Clerk to the Honorable Patrick DeAlmeida, P.J.T.C.
Industry Legal Services
Experience
Tax Court of New Jersey August 2015 - Present
United States Attorney's Office September 2014 - November 2014
Port Authority of NY & NJ May 2014 - August 2014
Financial Industry Regulatory Authority September 2013 - November 2013
United States District Court for the District of New Jersey February 2013 - July 2013
Office of the Attorney General of the State of New York June 2012 - August 2012
MetLife February 2009 - October 2010
Merrill Lynch December 2007 - February 2009
Edward Jones March 2006 - December 2007
Sesame Workshop December 2004 - October 2005
Skills
Corporate Finance, Mergers & Acquisitions, Finance, Investments, Securities, Management, Analysis, Broadcast Television, Digital Media
Education
Seton Hall University School of Law 2011 — 2014
Doctor of Law (J.D.), Corporate Finance, Accounting for Lawyers, Federal Income Tax
University of Michigan 1988 — 1990
Bachelor of Arts, School of Literature, Science and Art
Wall Street Prep
Excel Financial Modeling
Tax Court of New Jersey August 2015 - Present
United States Attorney's Office September 2014 - November 2014
Port Authority of NY & NJ May 2014 - August 2014
Financial Industry Regulatory Authority September 2013 - November 2013
United States District Court for the District of New Jersey February 2013 - July 2013
Office of the Attorney General of the State of New York June 2012 - August 2012
MetLife February 2009 - October 2010
Merrill Lynch December 2007 - February 2009
Edward Jones March 2006 - December 2007
Sesame Workshop December 2004 - October 2005
Skills
Corporate Finance, Mergers & Acquisitions, Finance, Investments, Securities, Management, Analysis, Broadcast Television, Digital Media
Education
Seton Hall University School of Law 2011 — 2014
Doctor of Law (J.D.), Corporate Finance, Accounting for Lawyers, Federal Income Tax
University of Michigan 1988 — 1990
Bachelor of Arts, School of Literature, Science and Art
Wall Street Prep
Excel Financial Modeling
Aaron Britz Aaron Britz's Edward Jones Experience July 2001 - August 2004
Job Registered Investment Adviser | Investment & Estate Consultant | President and CEO at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth MN 2004 - Present
Edward Jones July 2001 - August 2004
Skills
Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Investments, Small Business, Estate Planning, Retirement, Strategic Financial..., Leadership, Series 7, IRAs, Mutual Funds
Education
South Dakota State University 1992 — 1996
Legacy Wealth MN 2004 - Present
Edward Jones July 2001 - August 2004
Skills
Wealth Management, Financial Advisory, Investment Advisory, Retirement Planning, Investments, Small Business, Estate Planning, Retirement, Strategic Financial..., Leadership, Series 7, IRAs, Mutual Funds
Education
South Dakota State University 1992 — 1996
Sidney Black Sidney Black's Edward Jones Experience 2000 - 2005
Job Realtor Keller Williams Integrity First Realty
Industry Real Estate
Experience
Keller Williams Integrity First Realty November 2012 - Present
Keller Williams Sonoran Living September 2010 - September 2012
Century 21 All Star, REALTORS August 2007 - October 2010
Keller Williams Realty East Valley February 2005 - August 2007
Home Capital Funding 2005 - 2006
Edward Jones 2000 - 2005
Skills
iPhone, Sellers, FHA financing, Training, Strategic Planning, Retirement, Relocation, Short Sales, REO, Single Family Homes, Real Estate Transactions, Listings, Income Properties, Negotiation, Real Estate, Property, Relocation Buyers, Selling, Foreclosures, Buyers, Residential Homes, Buyer Representation, New Homes, Investors, Property Management, Referrals, Move Up Buyers, Real Property, Investments, ABR, Brokerage, Investment Properties, 1031 Exchanges, Sales, Real Estate Financing, FHA, Vacation Homes, SFR, Luxury, Townhomes, Rentals, Resellers, Commercial Real Estate, Loss Mitigation, First Time Home Buyers, Condos, New Home Sales, Seniors, Leadership, HUD
Education
South Dakota State University 1959 — 1966
Master of Science, Engineering
Keller Williams Integrity First Realty November 2012 - Present
Keller Williams Sonoran Living September 2010 - September 2012
Century 21 All Star, REALTORS August 2007 - October 2010
Keller Williams Realty East Valley February 2005 - August 2007
Home Capital Funding 2005 - 2006
Edward Jones 2000 - 2005
Skills
iPhone, Sellers, FHA financing, Training, Strategic Planning, Retirement, Relocation, Short Sales, REO, Single Family Homes, Real Estate Transactions, Listings, Income Properties, Negotiation, Real Estate, Property, Relocation Buyers, Selling, Foreclosures, Buyers, Residential Homes, Buyer Representation, New Homes, Investors, Property Management, Referrals, Move Up Buyers, Real Property, Investments, ABR, Brokerage, Investment Properties, 1031 Exchanges, Sales, Real Estate Financing, FHA, Vacation Homes, SFR, Luxury, Townhomes, Rentals, Resellers, Commercial Real Estate, Loss Mitigation, First Time Home Buyers, Condos, New Home Sales, Seniors, Leadership, HUD
Education
South Dakota State University 1959 — 1966
Master of Science, Engineering
Don Bouton Don Bouton's Edward Jones Experience November 2014 - Present
Job Professional Sales Executive and Account Manager
Industry Financial Services
Experience
Edward Jones November 2014 - Present
TNT MEDICAL, LLC July 2011 - January 2015
Endo Pharmaceuticals, Inc March 2009 - June 2011
Indevus Pharmaceuticals, Inc July 2004 - March 2009
Ortho-McNeil Pharmaceuticals June 2001 - July 2004
Alza Pharmaceuticals, Inc. May 2000 - June 2001
St. Louis University Hospital, RN October 1996 - May 2000
St. Anthony's Medical Center June 1996 - October 1996
St. Anthony's Medical Center January 1994 - June 1996
Gundaker Realtors December 1991 - January 1994
Skills
Pharmaceutical Sales, Business Development, Sales Presentations, Retail Banking, Healthcare, Medical Devices, Buy & Bill, Neurology, Oncology, Pharmaceutical Industry, Managed Care, Clinical Research, Urology, Sales Operations, Account Management, Sales Management, Endocrinology, Selling Skills, Surgeons, Hospital Sales, Product Launch, Gastroenterology, Rheumatology, Cardiology, Sales Effectiveness, Nephrology, OB/GYN, Pulmonology, Dermatology, Infectious Diseases, Sales Force Development, Pain Management, Biotechnology, Medical Sales, Pharmaceutics, Biopharmaceuticals, Sales
Education
Southeast Missouri State University
Bachelor of Science, Business Administration
St. Louis Community College
Associates, Nursing
St. Louis Community College 1977 — 1979
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Edward Jones November 2014 - Present
TNT MEDICAL, LLC July 2011 - January 2015
Endo Pharmaceuticals, Inc March 2009 - June 2011
Indevus Pharmaceuticals, Inc July 2004 - March 2009
Ortho-McNeil Pharmaceuticals June 2001 - July 2004
Alza Pharmaceuticals, Inc. May 2000 - June 2001
St. Louis University Hospital, RN October 1996 - May 2000
St. Anthony's Medical Center June 1996 - October 1996
St. Anthony's Medical Center January 1994 - June 1996
Gundaker Realtors December 1991 - January 1994
Skills
Pharmaceutical Sales, Business Development, Sales Presentations, Retail Banking, Healthcare, Medical Devices, Buy & Bill, Neurology, Oncology, Pharmaceutical Industry, Managed Care, Clinical Research, Urology, Sales Operations, Account Management, Sales Management, Endocrinology, Selling Skills, Surgeons, Hospital Sales, Product Launch, Gastroenterology, Rheumatology, Cardiology, Sales Effectiveness, Nephrology, OB/GYN, Pulmonology, Dermatology, Infectious Diseases, Sales Force Development, Pain Management, Biotechnology, Medical Sales, Pharmaceutics, Biopharmaceuticals, Sales
Education
Southeast Missouri State University
Bachelor of Science, Business Administration
St. Louis Community College
Associates, Nursing
St. Louis Community College 1977 — 1979
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Matthew Trautman Matthew Trautman's Edward Jones Experience May 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2010 - Present
Executive Financial Group LLC, Agency with the companies of OneAmerica 2007 - 2010
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Southeast Missouri State University 2002 — 2004
Edward Jones May 2010 - Present
Executive Financial Group LLC, Agency with the companies of OneAmerica 2007 - 2010
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Southeast Missouri State University 2002 — 2004
Brian Kump Brian Kump's Edward Jones Experience May 2011 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2011 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Slippery Rock University of Pennsylvania 1979 — 1983
Edward Jones May 2011 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Slippery Rock University of Pennsylvania 1979 — 1983
Theodore Kurtz's Edward Jones Experience April 2009 - August 2009
Job .
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
JPMorgan Chase Bank,N.A. November 2009 - April 2015
Edward Jones April 2009 - August 2009
hhgregg April 2008 - March 2009
Auto Care Xpress February 1991 - March 2007
Skills
Customer Service, Team Building, Sales Management, Credit, Microsoft Office, Marketing, Loans, Condos, Investments, Strategic Planning
Education
Shippensburg University of Pennsylvania 1978 — 1985
Bachelor of Science in Business Administration-Management, Business Administration and Management, General
Great Western Real Estate School 1987 — 1987
California Real Estate License, Real Estate, passing
Bank of America Merrill Lynch May 2015 - Present
JPMorgan Chase Bank,N.A. November 2009 - April 2015
Edward Jones April 2009 - August 2009
hhgregg April 2008 - March 2009
Auto Care Xpress February 1991 - March 2007
Skills
Customer Service, Team Building, Sales Management, Credit, Microsoft Office, Marketing, Loans, Condos, Investments, Strategic Planning
Education
Shippensburg University of Pennsylvania 1978 — 1985
Bachelor of Science in Business Administration-Management, Business Administration and Management, General
Great Western Real Estate School 1987 — 1987
California Real Estate License, Real Estate, passing
Joe Walkenbach, CFA, CFP® Joe Walkenbach, CFA, CFP®'s Edward Jones Experience January 1999 - December 2005
Job Vice President & Lead Investment Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management December 2005 - Present
CFA Society of St. Louis July 2010 - Present
Edward Jones January 1999 - December 2005
Skills
Portfolio Management, Wealth Management
Education
Webster University 1999 — 2001
MBA
Southeast Missouri State University 1995 — 1998
Finance
Wells Fargo Wealth Management December 2005 - Present
CFA Society of St. Louis July 2010 - Present
Edward Jones January 1999 - December 2005
Skills
Portfolio Management, Wealth Management
Education
Webster University 1999 — 2001
MBA
Southeast Missouri State University 1995 — 1998
Finance
Donald Perschall, FLMI Donald Perschall, FLMI's Edward Jones Experience January 2006 - January 2009
Job Manager Internal Wholesaling at Accordia Life
Industry Insurance
Experience
Global Atlantic Financial Group Limited October 2014 - Present
Global Atlantic Financial Group Limited October 2013 - October 2014
Aviva Usa September 2012 - October 2013
Two Rivers Insurance Services February 2009 - September 2012
Polk City Chamber of Commerce January 2011 - December 2011
Edward Jones January 2006 - January 2009
Wellmark Blue Cross Blue Shield February 1999 - December 2005
Shoe Carnival, Inc November 1997 - February 1999
United States Air Force June 1993 - November 1997
Skills
Insurance, Employee Benefits, Health Insurance, Customer Relations, Strategic Planning, Customer Service, Sales, Training, Public Speaking, Investments, Vendor Management, Marketing, Healthcare, Life Insurance, Benefits Administration, Leadership, Strategy, Finance, Retirement, Underwriting, Fixed Annuities
Education
Upper Iowa University 2001 — 2005
Bachelor's Degree, Finance
Simpson College 1992 — 1993
Music
Union High School 1990 — 1992
West Liberty High School 1988 — 1990
Global Atlantic Financial Group Limited October 2014 - Present
Global Atlantic Financial Group Limited October 2013 - October 2014
Aviva Usa September 2012 - October 2013
Two Rivers Insurance Services February 2009 - September 2012
Polk City Chamber of Commerce January 2011 - December 2011
Edward Jones January 2006 - January 2009
Wellmark Blue Cross Blue Shield February 1999 - December 2005
Shoe Carnival, Inc November 1997 - February 1999
United States Air Force June 1993 - November 1997
Skills
Insurance, Employee Benefits, Health Insurance, Customer Relations, Strategic Planning, Customer Service, Sales, Training, Public Speaking, Investments, Vendor Management, Marketing, Healthcare, Life Insurance, Benefits Administration, Leadership, Strategy, Finance, Retirement, Underwriting, Fixed Annuities
Education
Upper Iowa University 2001 — 2005
Bachelor's Degree, Finance
Simpson College 1992 — 1993
Music
Union High School 1990 — 1992
West Liberty High School 1988 — 1990
Owen Munsill Owen Munsill's Edward Jones Experience October 2013 - February 2014
Job Seeking new position
Industry Financial Services
Experience
Edward Jones October 2013 - February 2014
Union Bank March 2013 - October 2013
Wells Fargo September 2009 - February 2013
Verizon Wireless July 2008 - August 2009
MetroPCS July 2007 - July 2008
Skills
Retail Banking, Commercial Banking, Cellular Communications, Retail Sales, Team Leadership, Training, Sales, Business Banking, Investment Strategies, Investment Banking, Investment Advisory, Strategic Financial..., Series 7, Series 6, Series 66, Finance, Financial Services, Investments, Risk Management
Education
Sierra College 2006 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Edward Jones October 2013 - February 2014
Union Bank March 2013 - October 2013
Wells Fargo September 2009 - February 2013
Verizon Wireless July 2008 - August 2009
MetroPCS July 2007 - July 2008
Skills
Retail Banking, Commercial Banking, Cellular Communications, Retail Sales, Team Leadership, Training, Sales, Business Banking, Investment Strategies, Investment Banking, Investment Advisory, Strategic Financial..., Series 7, Series 6, Series 66, Finance, Financial Services, Investments, Risk Management
Education
Sierra College 2006 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Nick Sitterly Nick Sitterly's Edward Jones Experience March 2007 - June 2007
Job Developer at Societe Generale Corporate and Investment Banking SG CIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB July 2014 - Present
State Street Bank July 2013 - July 2014
Bank of America July 2010 - July 2013
Fidessa June 2006 - July 2010
Banco Santander January 2010 - June 2010
RBCFl June 2009 - June 2009
Bank of America July 2008 - March 2009
State Street Bank April 2008 - July 2008
Bear Stearns September 2007 - November 2007
Edward Jones March 2007 - June 2007
Skills
Fidessa, Trading Systems, Equities, Derivatives, Trading, Business Analysis, Equity Trading, Sybase, Order Management, Low Latency, Databases, Electronic Trading, Market Data, Equity Derivatives, Options, Fixed Income, Middle Office
Education
Siena College 2002 — 2006
B.S, Computer Science
Università Cattolica del Sacro Cuore 2004 — 2005
Societe Generale Corporate and Investment Banking - SG CIB July 2014 - Present
State Street Bank July 2013 - July 2014
Bank of America July 2010 - July 2013
Fidessa June 2006 - July 2010
Banco Santander January 2010 - June 2010
RBCFl June 2009 - June 2009
Bank of America July 2008 - March 2009
State Street Bank April 2008 - July 2008
Bear Stearns September 2007 - November 2007
Edward Jones March 2007 - June 2007
Skills
Fidessa, Trading Systems, Equities, Derivatives, Trading, Business Analysis, Equity Trading, Sybase, Order Management, Low Latency, Databases, Electronic Trading, Market Data, Equity Derivatives, Options, Fixed Income, Middle Office
Education
Siena College 2002 — 2006
B.S, Computer Science
Università Cattolica del Sacro Cuore 2004 — 2005
Brian Rambo, CFP® Brian Rambo, CFP®'s Edward Jones Experience January 2006 - March 2008
Job Financial Planner at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC February 2009 - Present
Securities America Advisors, Inc. February 2009 - Present
Brecek & Young March 2008 - January 2009
Edward Jones January 2006 - March 2008
Morgan Stanley July 2004 - November 2005
Education
Sonoma State University 2002 — 2004
BS, Business
Securities America, Inc. Member FINRA/SIPC February 2009 - Present
Securities America Advisors, Inc. February 2009 - Present
Brecek & Young March 2008 - January 2009
Edward Jones January 2006 - March 2008
Morgan Stanley July 2004 - November 2005
Education
Sonoma State University 2002 — 2004
BS, Business
Ann (Lacefield) Ronquest, CPA Ann (Lacefield) Ronquest, CPA's Edward Jones Experience 1993 - 1993
Job Senior Accountant at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace October 1995 - Present
Spitznagel Morice 1993 - 1995
Edward Jones 1993 - 1993
Skills
Income tax, Payroll tax, Financial Statements, Tax, Accounting, Corporate Tax, Financial Reporting, QuickBooks, Fixed Assets, Financial Accounting, Tax Preparation, General Ledger, Property Tax, Journal Entries, GAAP, Account Reconciliation, CPA, Payroll Taxes, Income Tax, Small Business, Accounts Receivable, Tax Accounting, Tax Research, Internal Audit, Partnership Taxation, Tax Returns
Education
Southeast Missouri State University 1990 — 1992
Bachelor, Accounting
Jefferson College 1988 — 1990
Associates, General studies
Hillsboro High School 1984 — 1988
Brown Smith Wallace October 1995 - Present
Spitznagel Morice 1993 - 1995
Edward Jones 1993 - 1993
Skills
Income tax, Payroll tax, Financial Statements, Tax, Accounting, Corporate Tax, Financial Reporting, QuickBooks, Fixed Assets, Financial Accounting, Tax Preparation, General Ledger, Property Tax, Journal Entries, GAAP, Account Reconciliation, CPA, Payroll Taxes, Income Tax, Small Business, Accounts Receivable, Tax Accounting, Tax Research, Internal Audit, Partnership Taxation, Tax Returns
Education
Southeast Missouri State University 1990 — 1992
Bachelor, Accounting
Jefferson College 1988 — 1990
Associates, General studies
Hillsboro High School 1984 — 1988
Matthew Samples Matthew Samples's Edward Jones Experience February 2008 - May 2010
Job Branch Manager PNC Bank
Industry Banking
Experience
PNC June 2014 - Present
PNC June 2012 - June 2014
TD May 2011 - June 2012
SunTrust Bank May 2010 - May 2011
Edward Jones February 2008 - May 2010
Creative Community Services September 1999 - February 2008
Rainbow House Emergency Children's Shelter January 1998 - September 1999
Skills
Banking, Management, Program Management, Risk Management, Training, Retail Banking, Consumer Lending, Customer Service, Sales, Loans, Lines Of Credit
Education
Shorter University 1995 — 1999
B.S., Christian Ministry with a minor in psychology
PNC June 2014 - Present
PNC June 2012 - June 2014
TD May 2011 - June 2012
SunTrust Bank May 2010 - May 2011
Edward Jones February 2008 - May 2010
Creative Community Services September 1999 - February 2008
Rainbow House Emergency Children's Shelter January 1998 - September 1999
Skills
Banking, Management, Program Management, Risk Management, Training, Retail Banking, Consumer Lending, Customer Service, Sales, Loans, Lines Of Credit
Education
Shorter University 1995 — 1999
B.S., Christian Ministry with a minor in psychology
Anna Clayton Anna Clayton's Edward Jones Experience September 1999 - December 2007
Job Financial Advisor Investment Centers of America
Industry Financial Services
Experience
Clayton Investment Group, LLC 2009 - Present
Merrill Lynch December 2007 - August 2009
Edward Jones September 1999 - December 2007
Terry Schulte Automotive August 1997 - September 1999
Billions Automotive 1994 - 1997
Education
South Dakota State University 1978 — 1982
BS, Textiles and Economics
Lincoln High
Clayton Investment Group, LLC 2009 - Present
Merrill Lynch December 2007 - August 2009
Edward Jones September 1999 - December 2007
Terry Schulte Automotive August 1997 - September 1999
Billions Automotive 1994 - 1997
Education
South Dakota State University 1978 — 1982
BS, Textiles and Economics
Lincoln High
Donna Mertz Donna Mertz's Edward Jones Experience August 2000 - January 2003
Job Training and Organizational Development Leader
Industry Human Resources
Experience
Training Consultant December 2010 - Present
Legacy Pharmaceutical Packaging LLP October 2009 - April 2010
Magellan Health Services October 2004 - September 2009
Bank of America May 2003 - May 2004
Edward Jones August 2000 - January 2003
Navisys April 1998 - April 2000
Skills
Leadership Development, Organizational..., Coaching, Curriculum Design, Technical Training, Performance Improvement, Team Building, Staff Development, Public Speaking, Organizational..., Supervisory Skills, Management Consulting, Needs Analysis, Instructional Design, Human Resources, Strategic Planning, Training, Analysis, Leadership, Program Management, Change Management, Training Delivery, Employee Relations, Employee Training, Performance Management, Process Improvement, Project Planning, Executive Coaching, E-Learning, Succession Planning, Management, Employee Engagement, Career Development, Workshop Facilitation, Interviews, Onboarding, Workforce Planning, Learning Management..., Talent Management, Conflict Resolution, Career Counseling, Talent Acquisition, 360 Feedback, Organizational Design, Performance Consulting, Personnel Management, Learning Management, Culture Change
Education
Siena Heights University
University of Missouri-Saint Louis
M. Ed.
Washington University in St. Louis
Training Consultant December 2010 - Present
Legacy Pharmaceutical Packaging LLP October 2009 - April 2010
Magellan Health Services October 2004 - September 2009
Bank of America May 2003 - May 2004
Edward Jones August 2000 - January 2003
Navisys April 1998 - April 2000
Skills
Leadership Development, Organizational..., Coaching, Curriculum Design, Technical Training, Performance Improvement, Team Building, Staff Development, Public Speaking, Organizational..., Supervisory Skills, Management Consulting, Needs Analysis, Instructional Design, Human Resources, Strategic Planning, Training, Analysis, Leadership, Program Management, Change Management, Training Delivery, Employee Relations, Employee Training, Performance Management, Process Improvement, Project Planning, Executive Coaching, E-Learning, Succession Planning, Management, Employee Engagement, Career Development, Workshop Facilitation, Interviews, Onboarding, Workforce Planning, Learning Management..., Talent Management, Conflict Resolution, Career Counseling, Talent Acquisition, 360 Feedback, Organizational Design, Performance Consulting, Personnel Management, Learning Management, Culture Change
Education
Siena Heights University
University of Missouri-Saint Louis
M. Ed.
Washington University in St. Louis
Rosarito 'Rose' Ramos Rosarito 'Rose' Ramos's Edward Jones Experience July 2010 - Present
Job MF Reconciliation Specialist at Edward Jones
Industry Accounting
Experience
Edward Jones July 2010 - Present
Vangent, Inc. February 2010 - July 2010
General Services, Inc. February 2006 - April 2009
Accountemps August 2005 - February 2006
Preferred Benefits Administration, Inc. July 2004 - July 2005
Accountemps November 2003 - June 2004
San Francisco Giants Dug-out Store March 2003 - October 2003
KR, Clinical Massage Therapist July 2001 - February 2003
Lutheran Social Services of Northern California February 1997 - June 2001
Skills
Accounts Receivable, Accounts Payable, General Ledger, Account Reconciliation, Payroll, Accounting, Financial Analysis, Outlook, Access, Auditing, Microsoft Excel, Financial Reporting
Education
Skyline College
Accounting
St. Paul University of Manila
Bachelor of Science, Commerce - Business Management
Edward Jones July 2010 - Present
Vangent, Inc. February 2010 - July 2010
General Services, Inc. February 2006 - April 2009
Accountemps August 2005 - February 2006
Preferred Benefits Administration, Inc. July 2004 - July 2005
Accountemps November 2003 - June 2004
San Francisco Giants Dug-out Store March 2003 - October 2003
KR, Clinical Massage Therapist July 2001 - February 2003
Lutheran Social Services of Northern California February 1997 - June 2001
Skills
Accounts Receivable, Accounts Payable, General Ledger, Account Reconciliation, Payroll, Accounting, Financial Analysis, Outlook, Access, Auditing, Microsoft Excel, Financial Reporting
Education
Skyline College
Accounting
St. Paul University of Manila
Bachelor of Science, Commerce - Business Management
Carolyn Holzem Carolyn Holzem's Edward Jones Experience November 2012 - Present
Job Talent Acquisition Recruiting Coordinator at Edward Jones (Southern California & Colorado)
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Edward Jones December 2008 - October 2012
Skills
Talent Acquisition, Sourcing, Applicant Tracking..., Customer Service, Marketing, Recruiting, Cold Calling, Human Resources, Sales, Training, Leadership, Coaching, Employee Benefits, Onboarding
Education
Southeast Missouri State University 2004 — 2007
Bachelor’s Degree, Communication and Media Studies/ Minor in Marketing Management
Edward Jones November 2012 - Present
Edward Jones December 2008 - October 2012
Skills
Talent Acquisition, Sourcing, Applicant Tracking..., Customer Service, Marketing, Recruiting, Cold Calling, Human Resources, Sales, Training, Leadership, Coaching, Employee Benefits, Onboarding
Education
Southeast Missouri State University 2004 — 2007
Bachelor’s Degree, Communication and Media Studies/ Minor in Marketing Management
Chad Schaffer Chad Schaffer's Edward Jones Experience July 2002 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2002 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Southeast Missouri State University 1998 — 2002
Marketing Management
Fox Sr. High School 1995 — 1998
Edward Jones July 2002 - Present
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Southeast Missouri State University 1998 — 2002
Marketing Management
Fox Sr. High School 1995 — 1998
Mohammed Zaari Jabiri Mohammed Zaari Jabiri's Edward Jones Experience October 2013 - Present
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2013 - Present
Simon Fraser University 2009 - December 2012
Starbucks Coffee Ltd. 2011 - 2012
Gather and Give 2010 - 2011
Skills
critical thinking, Microsoft Office, Windows Movie Maker, Flash Animation, Business Analysis, Data Analysis, Brand Development, Brand Communication, seo, Google analytic, Research, Fundraising, SEO, Advertising, Qualitative Research, Retail, Social Networking, Critical Thinking, Public Speaking, Customer Service
Education
Canadian Securities Institute, Moody's Analytic 2013 — 2014
CPH
Canadian Securities Institute, Moody's Analytic. 2013 — 2014
Canadian Securities
Investment Funds Institute of Canada 2013 — 2014
LLQP
Simon Fraser University 2011 — 2012
BA, Communication /publishing
Columbia College 2009 — 2010
Associate Degree, Art
Ecole Superieur International de Gestion 2005 — 2008
Bachelor degree in Business Management, Business management
Dar-Essalam High School 2003 — 2005
High School, Economics
Canadian Securities Institute, Moody's Analytic
Wealth Management Essentials- KPMG tax planning.
Edward Jones October 2013 - Present
Simon Fraser University 2009 - December 2012
Starbucks Coffee Ltd. 2011 - 2012
Gather and Give 2010 - 2011
Skills
critical thinking, Microsoft Office, Windows Movie Maker, Flash Animation, Business Analysis, Data Analysis, Brand Development, Brand Communication, seo, Google analytic, Research, Fundraising, SEO, Advertising, Qualitative Research, Retail, Social Networking, Critical Thinking, Public Speaking, Customer Service
Education
Canadian Securities Institute, Moody's Analytic 2013 — 2014
CPH
Canadian Securities Institute, Moody's Analytic. 2013 — 2014
Canadian Securities
Investment Funds Institute of Canada 2013 — 2014
LLQP
Simon Fraser University 2011 — 2012
BA, Communication /publishing
Columbia College 2009 — 2010
Associate Degree, Art
Ecole Superieur International de Gestion 2005 — 2008
Bachelor degree in Business Management, Business management
Dar-Essalam High School 2003 — 2005
High School, Economics
Canadian Securities Institute, Moody's Analytic
Wealth Management Essentials- KPMG tax planning.
Helen Semus Helen Semus's Edward Jones Experience March 2009 - August 2013
Job
Industry Financial Services
Experience
Semus & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. August 2013 - Present
Chester County Women's Commission August 2014 - Present
Chester County Women's Commission 2013 - Present
Safe Harbor of Chester County October 2012 - Present
Safe Harbor of Chester County March 2011 - Present
Greater West Chester Sunrise Rotary Club October 2009 - Present
Edward Jones March 2009 - August 2013
Oracle Corporation June 2008 - March 2009
BEA Systems 2008 - May 2008
BEA Systems, Inc. 2006 - 2007
Education
University of Rochester 1993 — 1996
M.S.
Virginia Commonwealth University School of Medicine 1990 — 1992
M.S.
Shanghai Jiao Tong University 1983 — 1988
B.S.
Semus & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. August 2013 - Present
Chester County Women's Commission August 2014 - Present
Chester County Women's Commission 2013 - Present
Safe Harbor of Chester County October 2012 - Present
Safe Harbor of Chester County March 2011 - Present
Greater West Chester Sunrise Rotary Club October 2009 - Present
Edward Jones March 2009 - August 2013
Oracle Corporation June 2008 - March 2009
BEA Systems 2008 - May 2008
BEA Systems, Inc. 2006 - 2007
Education
University of Rochester 1993 — 1996
M.S.
Virginia Commonwealth University School of Medicine 1990 — 1992
M.S.
Shanghai Jiao Tong University 1983 — 1988
B.S.
Kim Krueger Kim Krueger's Edward Jones Experience 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Writing and Editing
Experience
Edward Jones 2012 - Present
Traegona Inc. July 2009 - Present
Pathways Native American Art July 1993 - July 1998
Pier 1 Imports October 1987 - July 1993
Skills
Customer Relations, Retail Management, Business Management, Published Author, Office Administration, Press Releases, Editing, Management, Social Media, Public Speaking, Blogging, Customer Service, Store Management, Publishing, Creative Writing, Books
Education
South Suburban College 1984 — 1986
Certificate in Business Management, Business
South Suburban College 1984 — 1986
Business Administration and Management, General
Edward Jones 2012 - Present
Traegona Inc. July 2009 - Present
Pathways Native American Art July 1993 - July 1998
Pier 1 Imports October 1987 - July 1993
Skills
Customer Relations, Retail Management, Business Management, Published Author, Office Administration, Press Releases, Editing, Management, Social Media, Public Speaking, Blogging, Customer Service, Store Management, Publishing, Creative Writing, Books
Education
South Suburban College 1984 — 1986
Certificate in Business Management, Business
South Suburban College 1984 — 1986
Business Administration and Management, General
Jason Low Jason Low's Edward Jones Experience October 2004 - October 2007
Job
Industry Financial Services
Experience
RBC June 2011 - Present
TD Waterhouse October 2007 - May 2011
Edward Jones October 2004 - October 2007
University Messages Ltd. April 1999 - September 2004
Pivotal Corporation 2003 - 2004
Skills
Strategic Financial..., Finance, Business Analysis, Mutual Funds, Financial Analysis, Investments, Wealth Management, Management, Retirement Planning, Estate Planning, Credit, Financial Advisory, Financial Planning, Financial Services, Portfolio Management
Education
Simon Fraser University 1998 — 2003
Business Administration
Columbia
RBC June 2011 - Present
TD Waterhouse October 2007 - May 2011
Edward Jones October 2004 - October 2007
University Messages Ltd. April 1999 - September 2004
Pivotal Corporation 2003 - 2004
Skills
Strategic Financial..., Finance, Business Analysis, Mutual Funds, Financial Analysis, Investments, Wealth Management, Management, Retirement Planning, Estate Planning, Credit, Financial Advisory, Financial Planning, Financial Services, Portfolio Management
Education
Simon Fraser University 1998 — 2003
Business Administration
Columbia
Glenn Jamieson Glenn Jamieson's Edward Jones Experience May 2004 - August 2011
Job President at 4U Consulting Services LLC
Industry Automotive
Experience
4U Consulting Services LLC June 2015 - Present
Mercedes Benz March 2015 - Present
BMW Turnersville Auto Mall September 2013 - February 2015
Bestwork Industries for the Blind August 2011 - September 2014
Edward Jones May 2004 - August 2011
Siemens/Communications January 1995 - May 2004
Johnson & Johnson August 1981 - December 1995
Skills
Strategic Financial..., Finance, Business Development, Team Building, New Business Development, Sales, Start-ups, Program Management, Nonprofits, Management, Enterprise Software, Entrepreneurship, Sales Management, Proposal Writing, ERP, Strategic Planning, Marketing, Forecasting, Sales Operations, Contract Negotiation, Selling, Budgets, Networking, Strategy, Outsourcing, Change Management, Account Management, Analysis, Team Leadership, Leadership, Business Planning, Process Improvement, B2B, Marketing Strategy, Business Strategy, Strategic Partnerships, CRM, Leadership Development, Management Consulting, Training, Executive Management, Salesforce.com, Public Speaking
Education
Seton Hall University 1976 — 1977
BA, Political Science
Trenton Central High School 1968 — 1970
Diploma, Academics
BA/BS
Bachelor's degree, Political Science and Government
Seton Hall University
B.A. Degree, Political Science
UNIVERSITY OF MARYLAND
B.S. Degree, Physical Therapy
4U Consulting Services LLC June 2015 - Present
Mercedes Benz March 2015 - Present
BMW Turnersville Auto Mall September 2013 - February 2015
Bestwork Industries for the Blind August 2011 - September 2014
Edward Jones May 2004 - August 2011
Siemens/Communications January 1995 - May 2004
Johnson & Johnson August 1981 - December 1995
Skills
Strategic Financial..., Finance, Business Development, Team Building, New Business Development, Sales, Start-ups, Program Management, Nonprofits, Management, Enterprise Software, Entrepreneurship, Sales Management, Proposal Writing, ERP, Strategic Planning, Marketing, Forecasting, Sales Operations, Contract Negotiation, Selling, Budgets, Networking, Strategy, Outsourcing, Change Management, Account Management, Analysis, Team Leadership, Leadership, Business Planning, Process Improvement, B2B, Marketing Strategy, Business Strategy, Strategic Partnerships, CRM, Leadership Development, Management Consulting, Training, Executive Management, Salesforce.com, Public Speaking
Education
Seton Hall University 1976 — 1977
BA, Political Science
Trenton Central High School 1968 — 1970
Diploma, Academics
BA/BS
Bachelor's degree, Political Science and Government
Seton Hall University
B.A. Degree, Political Science
UNIVERSITY OF MARYLAND
B.S. Degree, Physical Therapy
Denise Grace Denise Grace's Edward Jones Experience February 2003 - March 2005
Job Retirement Resources Specialist | National Social Security Advisor
Industry Financial Services
Experience
Grace Financial Group, LLC April 2007 - Present
Mass Mutual Financial Group March 2005 - April 2007
Edward Jones February 2003 - March 2005
Skills
Retirement Planning, Investments, Fixed Annuities, Employee Benefits, Strategic Financial..., Social Security, IRA's, 401k Rollovers, Annuities, IRAs, 401k, Wealth Management, Financial Planners, Wealth Accumulation, Mutual Funds, Financial Services, Long Term Care Insurance, Estate Planning, Investment Advisory, Financial Advisory, Life Insurance, National Social..., Retirement, Insurance, Critical Illness, Disability Insurance, Roth IRA, Fixed Income, Long-term Care, Savings, Health Insurance, Small Business, Series 63, Income Protection, Alternative Investments, Financial Planning, Brokers, Mortgage Lending, Whole Life, Pensions, High Net Worth..., Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Equities, Universal Life, Personal Finance, Securities, Underwriting
Education
Seton Hall University 1980 — 1984
MBA, Finance
University of Michigan 1969 — 1972
Bachelor of Science, Economics
Grace Financial Group, LLC April 2007 - Present
Mass Mutual Financial Group March 2005 - April 2007
Edward Jones February 2003 - March 2005
Skills
Retirement Planning, Investments, Fixed Annuities, Employee Benefits, Strategic Financial..., Social Security, IRA's, 401k Rollovers, Annuities, IRAs, 401k, Wealth Management, Financial Planners, Wealth Accumulation, Mutual Funds, Financial Services, Long Term Care Insurance, Estate Planning, Investment Advisory, Financial Advisory, Life Insurance, National Social..., Retirement, Insurance, Critical Illness, Disability Insurance, Roth IRA, Fixed Income, Long-term Care, Savings, Health Insurance, Small Business, Series 63, Income Protection, Alternative Investments, Financial Planning, Brokers, Mortgage Lending, Whole Life, Pensions, High Net Worth..., Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Equities, Universal Life, Personal Finance, Securities, Underwriting
Education
Seton Hall University 1980 — 1984
MBA, Finance
University of Michigan 1969 — 1972
Bachelor of Science, Economics
Tomiko Suhara's Edward Jones Experience August 2013 - Present
Job Branch Operations Administrator
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Nordstrom November 2012 - July 2013
High Dive Seattle June 2012 - November 2012
Hamburger Harry's Ballard October 2011 - June 2012
Verity Credit Union July 2009 - January 2010
Washington State Employees Credit Union July 2006 - May 2007
Northstar Bank/Frontier Bank March 2004 - July 2006
Washinton mutual September 1999 - March 2004
Education
Shoreline Community College 1997 — 2012
Associate of Arts (A.A.)
Ballard High School
Edward Jones August 2013 - Present
Nordstrom November 2012 - July 2013
High Dive Seattle June 2012 - November 2012
Hamburger Harry's Ballard October 2011 - June 2012
Verity Credit Union July 2009 - January 2010
Washington State Employees Credit Union July 2006 - May 2007
Northstar Bank/Frontier Bank March 2004 - July 2006
Washinton mutual September 1999 - March 2004
Education
Shoreline Community College 1997 — 2012
Associate of Arts (A.A.)
Ballard High School
Randy Mickey Randy Mickey's Edward Jones Experience October 2000 - November 2002
Job Insurance Agent with Farmers Insurance
Industry Insurance
Experience
Farmers Insurance October 2013 - Present
Horace Mann December 2012 - October 2013
Horace Mann Insurance Company October 2004 - November 2012
Cunningham Lindsey December 2002 - October 2004
Edward Jones October 2000 - November 2002
ISO May 2000 - October 2000
Allstate April 1995 - January 2000
Allstate October 1987 - April 1995
Skills
Property & Casualty..., Liability, Property, Estimating, Insurance, Legal Liability, Claim, Life Insurance, Financial Risk, Process Improvement, Leadership, General Insurance, Homeowners, Underwriting, Umbrella Insurance, Casualty, Commercial Lines, Subrogation, Claims Management, Liability Analysis, Fixed Annuities, Property Damage, Professional Liability, Casualty Insurance, Commercial Insurance
Education
Texas Tech University - Rawls College of Business 1984 — 1987
BBA, Finance
South Plains College 1983 — 1984
BBA, Business
Farmers Insurance October 2013 - Present
Horace Mann December 2012 - October 2013
Horace Mann Insurance Company October 2004 - November 2012
Cunningham Lindsey December 2002 - October 2004
Edward Jones October 2000 - November 2002
ISO May 2000 - October 2000
Allstate April 1995 - January 2000
Allstate October 1987 - April 1995
Skills
Property & Casualty..., Liability, Property, Estimating, Insurance, Legal Liability, Claim, Life Insurance, Financial Risk, Process Improvement, Leadership, General Insurance, Homeowners, Underwriting, Umbrella Insurance, Casualty, Commercial Lines, Subrogation, Claims Management, Liability Analysis, Fixed Annuities, Property Damage, Professional Liability, Casualty Insurance, Commercial Insurance
Education
Texas Tech University - Rawls College of Business 1984 — 1987
BBA, Finance
South Plains College 1983 — 1984
BBA, Business
Jessica Green Irwin Jessica Green Irwin's Edward Jones Experience September 2011 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
Discovery Public School August 2004 - September 2011
McLane August 2002 - August 2004
Skills
Customer Service, Microsoft Excel, Investments, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Uniform Combined State..., Social Media, Nonprofits, Series 7, Public Speaking, Community Outreach, Data Entry, Financial Analysis
Education
South Central College 2011 — 2016
Accounting, Accounting
The College of St. Scholastica 1992 — 1993
Edward Jones September 2011 - Present
Discovery Public School August 2004 - September 2011
McLane August 2002 - August 2004
Skills
Customer Service, Microsoft Excel, Investments, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Uniform Combined State..., Social Media, Nonprofits, Series 7, Public Speaking, Community Outreach, Data Entry, Financial Analysis
Education
South Central College 2011 — 2016
Accounting, Accounting
The College of St. Scholastica 1992 — 1993
Amy Yaeger Amy Yaeger's Edward Jones Experience August 2009 - January 2011
Job Educator/ Trainer / Librarian
Industry Primary/Secondary Education
Experience
Odle Middle School January 2011 - Present
Ann Taylor Retail October 2009 - January 2011
Edward Jones August 2009 - January 2011
Lindbergh High School July 2007 - June 2009
Illinois YMCA Youth and Government Program 1995 - 2008
Hazelwood West High School August 2000 - July 2007
Southeast Missouri State University 1998 - 2000
Skills
Operations Management, Event Planning, Leadership, Nonprofits, Budgets, Project Planning, Training, Non-profits
Education
University of Missouri-Columbia 2006 — 2008
Master of Arts, Information Science and Learning Technologies, Information Science and Learning Technologies
Southeast Missouri State University 1995 — 2000
Bachelor of Science in Secondary Education, Social Studies
Mt. Vernon Township High School
Odle Middle School January 2011 - Present
Ann Taylor Retail October 2009 - January 2011
Edward Jones August 2009 - January 2011
Lindbergh High School July 2007 - June 2009
Illinois YMCA Youth and Government Program 1995 - 2008
Hazelwood West High School August 2000 - July 2007
Southeast Missouri State University 1998 - 2000
Skills
Operations Management, Event Planning, Leadership, Nonprofits, Budgets, Project Planning, Training, Non-profits
Education
University of Missouri-Columbia 2006 — 2008
Master of Arts, Information Science and Learning Technologies, Information Science and Learning Technologies
Southeast Missouri State University 1995 — 2000
Bachelor of Science in Secondary Education, Social Studies
Mt. Vernon Township High School
Ashley Cross's Edward Jones Experience August 2014 - December 2014
Job Regional Packaging Consultant Account Manager
Industry Plastics
Experience
M&H Plastics March 2015 - Present
Shenandoah University August 2014 - May 2015
Edward Jones August 2014 - December 2014
Edward Jones June 2014 - August 2014
Shenandoah University August 2012 - December 2013
Farm Family Insurance Companies July 2013 - August 2013
Skills
Account Management, Plastics, Sales Operations, Sales Presentations, Manufacturing, Community Outreach, Communication Skills, Organizational..., Teamwork, Event Planning, Microsoft Excel, Higher Education, Leadership, PowerPoint, Time Management, Teaching, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, Sales, Fundraising
Education
Shenandoah University 2014 — 2016
Master's Degree, Business Administration
Shenandoah University 2010 — 2014
Bachelor's Degree, Business Administration
M&H Plastics March 2015 - Present
Shenandoah University August 2014 - May 2015
Edward Jones August 2014 - December 2014
Edward Jones June 2014 - August 2014
Shenandoah University August 2012 - December 2013
Farm Family Insurance Companies July 2013 - August 2013
Skills
Account Management, Plastics, Sales Operations, Sales Presentations, Manufacturing, Community Outreach, Communication Skills, Organizational..., Teamwork, Event Planning, Microsoft Excel, Higher Education, Leadership, PowerPoint, Time Management, Teaching, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, Sales, Fundraising
Education
Shenandoah University 2014 — 2016
Master's Degree, Business Administration
Shenandoah University 2010 — 2014
Bachelor's Degree, Business Administration
Jim Lomot Jim Lomot's Edward Jones Experience August 2001 - September 2006
Job New Business Development
Industry Internet
Experience
Make Green Go Green February 2014 - Present
Scottrade February 2007 - February 2014
Edward Jones August 2001 - September 2006
First American Discount Corp. June 1998 - August 2001
Skills
Mutual Funds, Portfolio Management, Series 7, Investments, Series 63, Retail Banking, Financial Analysis, Securities, Finance, Equities, Wealth Management, Analysis, Small Business, Leadership, IRAs, Customer Service, Entrepreneurship, Sales, Public Speaking, Strategic Planning, Team Building, Microsoft Office, Management, Marketing
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Accounting
Make Green Go Green February 2014 - Present
Scottrade February 2007 - February 2014
Edward Jones August 2001 - September 2006
First American Discount Corp. June 1998 - August 2001
Skills
Mutual Funds, Portfolio Management, Series 7, Investments, Series 63, Retail Banking, Financial Analysis, Securities, Finance, Equities, Wealth Management, Analysis, Small Business, Leadership, IRAs, Customer Service, Entrepreneurship, Sales, Public Speaking, Strategic Planning, Team Building, Microsoft Office, Management, Marketing
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Accounting
Jeff Holtmeier's Edward Jones Experience January 2014 - May 2015
Job Financial Advisor at Missouri Valley Wealth Management
Industry Financial Services
Experience
Missouri Valley Wealth Management May 2015 - Present
Edward Jones January 2014 - May 2015
Professional Employment Group November 2012 - January 2014
COCA - Center of Creative Arts May 2011 - November 2012
Bugsy's On Main March 2011 - May 2011
The Creek January 2011 - March 2011
Buckner Brewing Company October 2008 - December 2010
Skills
Financial Services, Public Speaking, Event Planning, Fundraising, Nonprofits, Leadership, Team Management, Records Management, Cost Basis, Entertainment, Performing Arts, Singing
Education
Southeast Missouri State University 2006 — 2010
Bachelor of Arts (B.A.), Theatre/Theater
St. Francis Borgia High School 2002 — 2006
Missouri Valley Wealth Management May 2015 - Present
Edward Jones January 2014 - May 2015
Professional Employment Group November 2012 - January 2014
COCA - Center of Creative Arts May 2011 - November 2012
Bugsy's On Main March 2011 - May 2011
The Creek January 2011 - March 2011
Buckner Brewing Company October 2008 - December 2010
Skills
Financial Services, Public Speaking, Event Planning, Fundraising, Nonprofits, Leadership, Team Management, Records Management, Cost Basis, Entertainment, Performing Arts, Singing
Education
Southeast Missouri State University 2006 — 2010
Bachelor of Arts (B.A.), Theatre/Theater
St. Francis Borgia High School 2002 — 2006
Bob Chabot Bob Chabot's Edward Jones Experience May 1997 - May 2003
Job Senior Partner, Manic Media LLC
Industry Publishing
Experience
Self-employed January 2010 - Present
MOTOR Magazine, Motor Information Systems October 2009 - Present
Techs4Tomorrow January 2008 - 2014
Motor Age Magazine, Hot Auto Products Magazine, Aftermarket Business Magazine June 2003 - September 2009
Edward Jones May 1997 - May 2003
GroMore Industries Ltd. May 1982 - May 1997
Skills
We provide custom...
Education
Automotive Management Institute 2008 — 2010
Accredited Automotive Manager (AAM), Automotive service/repair business management
Vancouver Community College 2003 — 2003
Teacher Certification, Educational/Instructional Technology
U.S. Securities and Exchange Commission 2001 — 2001
Series 6, Series 7 and Series 63 licenses, (Stockbroker, mutual funds, fixed investments, insurance)
Canadian Securities Commission 1997 — 1997
Certified Financial Planner
Canadian Securities Commission 1995 — 1996
Registered Representative, (Investments and Insurance)
Simon Fraser University 1977 — 1981
Bachelor of Arts (B.A.), Majot: Economic Geography; Minor: Computing Science
Self-employed January 2010 - Present
MOTOR Magazine, Motor Information Systems October 2009 - Present
Techs4Tomorrow January 2008 - 2014
Motor Age Magazine, Hot Auto Products Magazine, Aftermarket Business Magazine June 2003 - September 2009
Edward Jones May 1997 - May 2003
GroMore Industries Ltd. May 1982 - May 1997
Skills
We provide custom...
Education
Automotive Management Institute 2008 — 2010
Accredited Automotive Manager (AAM), Automotive service/repair business management
Vancouver Community College 2003 — 2003
Teacher Certification, Educational/Instructional Technology
U.S. Securities and Exchange Commission 2001 — 2001
Series 6, Series 7 and Series 63 licenses, (Stockbroker, mutual funds, fixed investments, insurance)
Canadian Securities Commission 1997 — 1997
Certified Financial Planner
Canadian Securities Commission 1995 — 1996
Registered Representative, (Investments and Insurance)
Simon Fraser University 1977 — 1981
Bachelor of Arts (B.A.), Majot: Economic Geography; Minor: Computing Science
Stella Ferrer's Edward Jones Experience May 2013 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2013 - Present
American Campus Communities - University Trails March 2011 - May 2013
Community Health Center of Lubbock May 2007 - March 2011
Skills
Customer Service, Leadership, Community Outreach, Microsoft Office, Sales, Administration, Marketing, Management, Finance, Public Speaking, Project Management, Time Management, Strategy
Education
South Plains College 1993 — 1994
Business Administration and Management, General
Edward Jones May 2013 - Present
American Campus Communities - University Trails March 2011 - May 2013
Community Health Center of Lubbock May 2007 - March 2011
Skills
Customer Service, Leadership, Community Outreach, Microsoft Office, Sales, Administration, Marketing, Management, Finance, Public Speaking, Project Management, Time Management, Strategy
Education
South Plains College 1993 — 1994
Business Administration and Management, General
Carol Kitchen's Edward Jones Experience August 2002 - September 2003
Job Senior Administrative Assistant at Southeast Missouri State University
Industry Higher Education
Experience
Southeast Missouri State University August 2010 - Present
Southeast Missouri State University August 2007 - August 2010
AT&T November 2003 - June 2007
Edward Jones August 2002 - September 2003
GE Capital fka CitiCapital Commercial Corporation fka Associates Commercial Corporation November 1989 - June 2002
Skills
Process Efficiency, Highly detail oriented, Highly Organized &..., Office Management, Customer Service, Budgets, Finance, Public Speaking, Microsoft Excel, Spreadsheets, Outlook, Administrative..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Publisher, QuickBooks, Time Management, Access, Visio, Travel Management, Event Planning, Data Entry, Sales, Research, Higher Education, Editing, Leadership
Education
Southeast Missouri State University
90 hours complete, senior status, Business Administration, Accounting, 3.9 GPA
Central High School
High School, Accounting and Computer Science
Southeast Missouri State University August 2010 - Present
Southeast Missouri State University August 2007 - August 2010
AT&T November 2003 - June 2007
Edward Jones August 2002 - September 2003
GE Capital fka CitiCapital Commercial Corporation fka Associates Commercial Corporation November 1989 - June 2002
Skills
Process Efficiency, Highly detail oriented, Highly Organized &..., Office Management, Customer Service, Budgets, Finance, Public Speaking, Microsoft Excel, Spreadsheets, Outlook, Administrative..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Publisher, QuickBooks, Time Management, Access, Visio, Travel Management, Event Planning, Data Entry, Sales, Research, Higher Education, Editing, Leadership
Education
Southeast Missouri State University
90 hours complete, senior status, Business Administration, Accounting, 3.9 GPA
Central High School
High School, Accounting and Computer Science
Megan Damrell's Edward Jones Experience 2008 - 2009
Job Megan Damrell
Industry Insurance
Experience
ARMtech Insurance Services Inc. March 2009 - Present
Edward Jones 2008 - 2009
AgTexas Farm Credit Services 2003 - 2008
Skills
Project Management, Customer Service, Training, Microsoft Excel, Microsoft Office, Fundraising, PowerPoint, Strategic Planning, Public Speaking, Sales, Marketing, Team Building, Insurance, Microsoft Word, Management, Recruiting, Leadership, Team Leadership, Social Networking, Crop Insurance, Business Analysis, System Administration, Project Planning, Risk Management, Underwriting
Education
South Plains College 2002 — 2004
ARMtech Insurance Services Inc. March 2009 - Present
Edward Jones 2008 - 2009
AgTexas Farm Credit Services 2003 - 2008
Skills
Project Management, Customer Service, Training, Microsoft Excel, Microsoft Office, Fundraising, PowerPoint, Strategic Planning, Public Speaking, Sales, Marketing, Team Building, Insurance, Microsoft Word, Management, Recruiting, Leadership, Team Leadership, Social Networking, Crop Insurance, Business Analysis, System Administration, Project Planning, Risk Management, Underwriting
Education
South Plains College 2002 — 2004
Cheryl Jost Cheryl Jost's Edward Jones Experience June 2005 - January 2014
Job Experienced Administrative Assistant
Industry Medical Practice
Experience
McCallum Place Eating Disorder Centers 2014 - 2015
Edward Jones June 2005 - January 2014
Skills
Event Planning, Office Administration, Healthcare, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, Customer Service
Education
Southeast Missouri State University 1978 — 1983
Bachelor’s Degree, Business Administration and Management, General
McCallum Place Eating Disorder Centers 2014 - 2015
Edward Jones June 2005 - January 2014
Skills
Event Planning, Office Administration, Healthcare, Human Resources, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, Customer Service
Education
Southeast Missouri State University 1978 — 1983
Bachelor’s Degree, Business Administration and Management, General
Christopher Prost's Edward Jones Experience August 2004 - November 2006
Job Finance Director / Controller at Cornerstone Mortgage, Inc.
Industry Financial Services
Experience
Cornerstone Mortgage, Inc. May 2015 - Present
PH Financial Services August 2014 - May 2015
Cornerstone Mortgage, Inc. November 2006 - August 2014
Edward Jones August 2004 - November 2006
Kolb & Company, P.C. October 2002 - August 2004
PricewaterhouseCoopers September 2001 - October 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Budgets, General Ledger, GAAP, Account Reconciliation, US GAAP, Accounts Payable, Cash Flow, Tax, Internal Controls
Education
Southeast Missouri State University 1997 — 2001
Master of Business Administration (M.B.A.), Accounting
Cornerstone Mortgage, Inc. May 2015 - Present
PH Financial Services August 2014 - May 2015
Cornerstone Mortgage, Inc. November 2006 - August 2014
Edward Jones August 2004 - November 2006
Kolb & Company, P.C. October 2002 - August 2004
PricewaterhouseCoopers September 2001 - October 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Budgets, General Ledger, GAAP, Account Reconciliation, US GAAP, Accounts Payable, Cash Flow, Tax, Internal Controls
Education
Southeast Missouri State University 1997 — 2001
Master of Business Administration (M.B.A.), Accounting
James B. Van Fleet James B. Van Fleet's Edward Jones Experience January 2003 - February 2010
Job Transamerica Capital Management
Industry Insurance
Experience
Transamerica May 2014 - Present
Thomas L Cardella & Associates November 2013 - April 2014
Vacation Myrtle Beach May 2012 - August 2013
Thomas L. Cardella & Associates 2010 - 2011
Edward Jones January 2003 - February 2010
Access Direct February 2000 - December 2002
Pinnacle Teleservices May 1995 - February 2000
Skills
Call Center, Customer Experience, Telemarketing, Team Building, Process Improvement, Account Management, Leadership Development, Operations Management, Coaching, Training, Sales Management, Customer Service, Profit Center Management, Swahili, Call Centers, Microsoft Office, Leadership, Sales, Customer Retention, Customer Satisfaction, Management, Strategic Planning
Education
Southeast Missouri State University 1994 — 1996
Camdenton High School 1990 — 1994
Transamerica May 2014 - Present
Thomas L Cardella & Associates November 2013 - April 2014
Vacation Myrtle Beach May 2012 - August 2013
Thomas L. Cardella & Associates 2010 - 2011
Edward Jones January 2003 - February 2010
Access Direct February 2000 - December 2002
Pinnacle Teleservices May 1995 - February 2000
Skills
Call Center, Customer Experience, Telemarketing, Team Building, Process Improvement, Account Management, Leadership Development, Operations Management, Coaching, Training, Sales Management, Customer Service, Profit Center Management, Swahili, Call Centers, Microsoft Office, Leadership, Sales, Customer Retention, Customer Satisfaction, Management, Strategic Planning
Education
Southeast Missouri State University 1994 — 1996
Camdenton High School 1990 — 1994
Debra Schnettgoecke Debra Schnettgoecke's Edward Jones Experience May 1994 - Present
Job Senior Programmer/Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones May 1994 - Present
Skills
SDLC, Business Analysis, SQL, Unix, Requirements Analysis, DB2, Requirements Gathering, Solaris
Education
Southeast Missouri State University 1982 — 1984
Bachelor’s Degree, Computer Science
Edward Jones May 1994 - Present
Skills
SDLC, Business Analysis, SQL, Unix, Requirements Analysis, DB2, Requirements Gathering, Solaris
Education
Southeast Missouri State University 1982 — 1984
Bachelor’s Degree, Computer Science
Jill Labbee Jill Labbee's Edward Jones Experience February 2008 - Present
Job Antimoney Laundering Specialist
Industry Financial Services
Experience
Edward Jones February 2008 - Present
TJX June 2002 - January 2008
Skills
Customer Service, Series 7, Anti Money Laundering, Leadership, Microsoft Office, Strategic Planning, Outlook, Team Building, Time Management
Education
Southeast Missouri State University 1998 — 2001
Bachelor of Science (BS), Criminal Justice and Corrections
Edward Jones February 2008 - Present
TJX June 2002 - January 2008
Skills
Customer Service, Series 7, Anti Money Laundering, Leadership, Microsoft Office, Strategic Planning, Outlook, Team Building, Time Management
Education
Southeast Missouri State University 1998 — 2001
Bachelor of Science (BS), Criminal Justice and Corrections
Glen Fox's Edward Jones Experience March 2013 - May 2013
Job Pro Scout at Arizona Cardinals Football Club
Industry Sports
Experience
Arizona Cardinals Football Club June 2014 - Present
Arizona Cardinals Football Club May 2013 - Present
Edward Jones March 2013 - May 2013
United Football League September 2011 - September 2012
Arena Football League 2010 - 2012
Skills
Athletics, Sports Marketing, Sports, Football, Sports Management
Education
South Dakota State University 2005 — 2010
Bachelor of Science (BS), Business/Managerial Economics
Arizona Cardinals Football Club June 2014 - Present
Arizona Cardinals Football Club May 2013 - Present
Edward Jones March 2013 - May 2013
United Football League September 2011 - September 2012
Arena Football League 2010 - 2012
Skills
Athletics, Sports Marketing, Sports, Football, Sports Management
Education
South Dakota State University 2005 — 2010
Bachelor of Science (BS), Business/Managerial Economics
Eva Pate, CHRP Eva Pate, CHRP's Edward Jones Experience June 2006 - March 2008
Job Sr. HR Generalist at ADESA Canada
Industry Human Resources
Experience
ADESA Canada March 2008 - Present
Edward Jones June 2006 - March 2008
Edward Jones January 2006 - June 2006
Skills
Full Cycle Recruitment..., HR Policies & Procedures, HRIS, Employee Relations, Onboarding, Recruiting, New Hire Orientations, Performance Management, Interviews, Personnel Management, HR Project Management, Training and Development, Mergers & Acquisitions, Change Management, Leadership, Compensation & Benefits..., Disability Management, Kronos Timekeeping, ADP Payroll, PeopleSoft, Taleo, WebEx, Presentations, Business Process..., Procedure Development
Education
Sheridan College
Human Resources Management
University of Toronto at Mississauga - Erindale College
Fine/Studio Arts, General
ADESA Canada March 2008 - Present
Edward Jones June 2006 - March 2008
Edward Jones January 2006 - June 2006
Skills
Full Cycle Recruitment..., HR Policies & Procedures, HRIS, Employee Relations, Onboarding, Recruiting, New Hire Orientations, Performance Management, Interviews, Personnel Management, HR Project Management, Training and Development, Mergers & Acquisitions, Change Management, Leadership, Compensation & Benefits..., Disability Management, Kronos Timekeeping, ADP Payroll, PeopleSoft, Taleo, WebEx, Presentations, Business Process..., Procedure Development
Education
Sheridan College
Human Resources Management
University of Toronto at Mississauga - Erindale College
Fine/Studio Arts, General
Crissy Wolff Crissy Wolff's Edward Jones Experience October 2008 - January 2014
Job Assoc IS Security Analyst
Industry Insurance
Experience
Mutual of Omaha January 2014 - Present
Edward Jones October 2008 - January 2014
Nebraska Medical Center 2008 - 2008
Skills
Marketing, System Administration, Data Analysis, Analysis
Education
Western Governors University 2010 — 2013
Bachelor of Science (B.S.), Information Technology - Security
Southeast Community College 2003 — 2005
Associate of Applied Science - Business Administration - Marketing
Mutual of Omaha January 2014 - Present
Edward Jones October 2008 - January 2014
Nebraska Medical Center 2008 - 2008
Skills
Marketing, System Administration, Data Analysis, Analysis
Education
Western Governors University 2010 — 2013
Bachelor of Science (B.S.), Information Technology - Security
Southeast Community College 2003 — 2005
Associate of Applied Science - Business Administration - Marketing
Linda Noonan Linda Noonan's Edward Jones Experience December 2011 - Present
Job Sr. QA Test Analyst at Edward Jones
Industry Telecommunications
Experience
Edward Jones December 2011 - Present
AT&T October 2003 - December 2011
Union Pacific Technologies / Transentric September 1999 - September 2003
Skills
Requirements Analysis, Quality Center, SDLC, Unix, Manual Testing, Oracle, Quality Assurance, SharePoint, Software Quality..., Test Automation, Test Cases, Testing, QTP, Eclipse, Test Strategy
Education
Webster University 1991 — 1993
Masters of Arts, Human Resource Management
Southeast Missouri State University 1984 — 1988
Bachelor of Science, Business Administration
Edward Jones December 2011 - Present
AT&T October 2003 - December 2011
Union Pacific Technologies / Transentric September 1999 - September 2003
Skills
Requirements Analysis, Quality Center, SDLC, Unix, Manual Testing, Oracle, Quality Assurance, SharePoint, Software Quality..., Test Automation, Test Cases, Testing, QTP, Eclipse, Test Strategy
Education
Webster University 1991 — 1993
Masters of Arts, Human Resource Management
Southeast Missouri State University 1984 — 1988
Bachelor of Science, Business Administration
Ramin Abdollahi, MBA Ramin Abdollahi, MBA's Edward Jones Experience October 2012 - Present
Job Financial Advisor at Edwardjones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
Q Media October 2011 - Present
IFFCO December 2008 - June 2011
Abu Dhabi Vegetable Oil Co LLC May 2006 - October 2008
Aramex June 2002 - August 2004
Skills
Market Research, FMCG, Advertising, Marketing Strategy, Marketing Management, Market Planning, Strategic Planning, Business Planning, New Business Development, Competitive Analysis, Budgeting, Product Launch, Key Account Management, IT Skills: MS Office..., Customer Relations, Product Management, Language: Persian /..., NLP, Direct Marketing, P&L Management, Account Management, CPG Marketing and Brand..., Wealth Management, Financial Planning, Portfolio Management
Education
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, 86
Canadian Securities Institute 2012 — 2012
Conducts and Practices Handbook Course, 78
University of Greenwich 2004 — 2006
MBA, Master in Business Administration
Shahid Beheshti University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), ECONOMICS
Edward Jones October 2012 - Present
Q Media October 2011 - Present
IFFCO December 2008 - June 2011
Abu Dhabi Vegetable Oil Co LLC May 2006 - October 2008
Aramex June 2002 - August 2004
Skills
Market Research, FMCG, Advertising, Marketing Strategy, Marketing Management, Market Planning, Strategic Planning, Business Planning, New Business Development, Competitive Analysis, Budgeting, Product Launch, Key Account Management, IT Skills: MS Office..., Customer Relations, Product Management, Language: Persian /..., NLP, Direct Marketing, P&L Management, Account Management, CPG Marketing and Brand..., Wealth Management, Financial Planning, Portfolio Management
Education
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, 86
Canadian Securities Institute 2012 — 2012
Conducts and Practices Handbook Course, 78
University of Greenwich 2004 — 2006
MBA, Master in Business Administration
Shahid Beheshti University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), ECONOMICS
Gentry Foster Gentry Foster's Edward Jones Experience 2005 - 2008
Job Controller
Industry Information Technology and Services
Experience
Winning Technologies Inc March 2009 - August 2015
Millenium Financial, LLC 2008 - 2009
Edward Jones 2005 - 2008
Kiefer Bonfanti & Co. LLP 2003 - 2005
GKUPR 2001 - 2003
Skills
General Ledger, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Income Tax, Fixed Assets, Account Reconciliation, Internal Controls, Accounts Payable, Budgets, Cost Accounting
Education
Hillsboro
Southeast Missouri State University
BS, General Studies
Webster University
BS, Accounting
Winning Technologies Inc March 2009 - August 2015
Millenium Financial, LLC 2008 - 2009
Edward Jones 2005 - 2008
Kiefer Bonfanti & Co. LLP 2003 - 2005
GKUPR 2001 - 2003
Skills
General Ledger, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Income Tax, Fixed Assets, Account Reconciliation, Internal Controls, Accounts Payable, Budgets, Cost Accounting
Education
Hillsboro
Southeast Missouri State University
BS, General Studies
Webster University
BS, Accounting
Missy Koepke's Edward Jones Experience March 2010 - Present
Job HR Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
Edward Jones March 2008 - March 2010
True Manufacturing September 2004 - January 2008
Skills
Payroll, Human Resources, Recruiting, Talent Acquisition, Customer Service, Personnel Management
Education
Southeast Missouri State University
Bachelor of Science, Business Administration, Human Resource Management
Edward Jones March 2010 - Present
Edward Jones March 2008 - March 2010
True Manufacturing September 2004 - January 2008
Skills
Payroll, Human Resources, Recruiting, Talent Acquisition, Customer Service, Personnel Management
Education
Southeast Missouri State University
Bachelor of Science, Business Administration, Human Resource Management
Kristen Geiger Kristen Geiger's Edward Jones Experience 1998 - 2000
Job Realtor at Century 21 Signature Real Estate
Industry Real Estate
Experience
Coldwell Banker July 2006 - May 2014
Iowa Realty 2002 - 2006
Principal Financial Group 1995 - 2002
Edward Jones 1998 - 2000
Education
Bunea Vista University 2013 — 2016
Master's degree, Mental Health Counseling/Counselor
Simpson College 1990 — 1994
BA, Psychology, Sociology
Keokuk Senior High School 1986 — 1990
Coldwell Banker July 2006 - May 2014
Iowa Realty 2002 - 2006
Principal Financial Group 1995 - 2002
Edward Jones 1998 - 2000
Education
Bunea Vista University 2013 — 2016
Master's degree, Mental Health Counseling/Counselor
Simpson College 1990 — 1994
BA, Psychology, Sociology
Keokuk Senior High School 1986 — 1990
Donna Bargo's Edward Jones Experience December 2012 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2012 - Present
EdwardJones December 2012 - December 2013
CBCS. June 2011 - August 2012
Skills
Credit, Banking, Customer Service, Finance, Financial Services, Insurance, Outlook, Risk Management, Loans, Consumer Lending
Education
Sinclair Community College 1974 — 1977
Associate's degree, Business, Management
St. Joseph Commercial High School, Dayton, OH 1970 — 1974
Edward Jones December 2012 - Present
EdwardJones December 2012 - December 2013
CBCS. June 2011 - August 2012
Skills
Credit, Banking, Customer Service, Finance, Financial Services, Insurance, Outlook, Risk Management, Loans, Consumer Lending
Education
Sinclair Community College 1974 — 1977
Associate's degree, Business, Management
St. Joseph Commercial High School, Dayton, OH 1970 — 1974
Richard Heinrich Richard Heinrich's Edward Jones Experience October 2001 - December 2005
Job Investment Advisor at Beaches Financial Group
Industry Financial Services
Experience
IPC Securities Corp December 2005 - Present
Edward Jones October 2001 - December 2005
Bank of Nova Scotia September 1997 - December 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Securities, Finance, Financial Planners, Financial Services
Education
Sheridan College 1989 — 1992
Business
University of Guelph 1986 — 1989
Business
IPC Securities Corp December 2005 - Present
Edward Jones October 2001 - December 2005
Bank of Nova Scotia September 1997 - December 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Securities, Finance, Financial Planners, Financial Services
Education
Sheridan College 1989 — 1992
Business
University of Guelph 1986 — 1989
Business
Ben Murko Ben Murko's Edward Jones Experience 2013 - January 2015
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth January 2015 - Present
Edward Jones 2013 - January 2015
TD 2011 - 2013
BMO Nesbitt Burns 2010 - 2011
Aritzia 2006 - 2008
Skills
Canadian Securities..., Mutual Funds, Mortgage Lending, Banking, Credit, Customer Satisfaction, Wealth Management, Investment Strategies, Relationship Driven, Relationship Management, Relationship..., Tax-planning, Estate Planning, Stocks, Stock Market, Bonds, Bond Pricing, Life Insurance, Financial Services, Investments, Retail Banking, Risk Management, Financial Planning
Education
Sheridan College
Advanced Diploma-Honours, Banking & Wealth Management, 3.72 GPA
TD Wealth January 2015 - Present
Edward Jones 2013 - January 2015
TD 2011 - 2013
BMO Nesbitt Burns 2010 - 2011
Aritzia 2006 - 2008
Skills
Canadian Securities..., Mutual Funds, Mortgage Lending, Banking, Credit, Customer Satisfaction, Wealth Management, Investment Strategies, Relationship Driven, Relationship Management, Relationship..., Tax-planning, Estate Planning, Stocks, Stock Market, Bonds, Bond Pricing, Life Insurance, Financial Services, Investments, Retail Banking, Risk Management, Financial Planning
Education
Sheridan College
Advanced Diploma-Honours, Banking & Wealth Management, 3.72 GPA
Mindy Clark Mindy Clark's Edward Jones Experience March 2006 - June 2007
Job 3D Business Manager at Bastech, Inc.
Industry Information Technology and Services
Experience
Bastech, Inc. November 2012 - Present
Catori Wellness January 2012 - Present
Ohio Aerospace Hub August 2010 - November 2012
Dayton RFID Convergence Center August 2009 - November 2012
Robert Half International September 2007 - August 2009
Edward Jones March 2006 - June 2007
Vantage Land Title April 2003 - November 2005
Skills
Team Building, Management, Recruiting, Coaching, Event Planning, Business Development, Sales, Investments, Strategic Planning, Insurance, Entrepreneurship, Customer Service, Finance, Human Resources, Management Consulting, Analysis, New Business Development, Strategy, Business Strategy, Start-ups, Small Business, Project Planning, Process Improvement, Process Scheduler, Operations Management, Team Leadership, Program Management, Leadership, Organizational..., Training, Public Speaking, Project Management, Employee Training, Business Planning, Time Management, Negotiation, CRM, Business Coordination, Customer Satisfaction, Selling
Education
Institute for Integrative Nutrition 2011 — 2012
CHC, Certified Health Coach
Edward Jones- Series 7 License 2006 — 2007
Licenses, Finance
Sinclair Community College 2001 — 2002
A.A.S, Accounting
Northmont High School
Northmont High School
Northmont High School
Wright State University
B.A., Anthropology
Bastech, Inc. November 2012 - Present
Catori Wellness January 2012 - Present
Ohio Aerospace Hub August 2010 - November 2012
Dayton RFID Convergence Center August 2009 - November 2012
Robert Half International September 2007 - August 2009
Edward Jones March 2006 - June 2007
Vantage Land Title April 2003 - November 2005
Skills
Team Building, Management, Recruiting, Coaching, Event Planning, Business Development, Sales, Investments, Strategic Planning, Insurance, Entrepreneurship, Customer Service, Finance, Human Resources, Management Consulting, Analysis, New Business Development, Strategy, Business Strategy, Start-ups, Small Business, Project Planning, Process Improvement, Process Scheduler, Operations Management, Team Leadership, Program Management, Leadership, Organizational..., Training, Public Speaking, Project Management, Employee Training, Business Planning, Time Management, Negotiation, CRM, Business Coordination, Customer Satisfaction, Selling
Education
Institute for Integrative Nutrition 2011 — 2012
CHC, Certified Health Coach
Edward Jones- Series 7 License 2006 — 2007
Licenses, Finance
Sinclair Community College 2001 — 2002
A.A.S, Accounting
Northmont High School
Northmont High School
Northmont High School
Wright State University
B.A., Anthropology
Marcy Whelan's Edward Jones Experience December 2002 - October 2004
Job Sr. Resource Manager at AdamsGabbert
Industry Management Consulting
Experience
Adams-Gabbert & Associates, LLC. August 2012 - Present
Citi Group January 2007 - June 2009
Citi Group June 2006 - January 2007
PDS Tech, Inc. October 2004 - June 2006
Edward Jones December 2002 - October 2004
Edward Jones 2002 - 2004
Education
Southeast Missouri State University
Master of Business Administration (MBA)
Adams-Gabbert & Associates, LLC. August 2012 - Present
Citi Group January 2007 - June 2009
Citi Group June 2006 - January 2007
PDS Tech, Inc. October 2004 - June 2006
Edward Jones December 2002 - October 2004
Edward Jones 2002 - 2004
Education
Southeast Missouri State University
Master of Business Administration (MBA)
Pamela Reynolds's Edward Jones Experience August 2008 - February 2009
Job
Industry Information Technology and Services
Experience
Express Scripts March 2012 - Present
Technology Partners 2011 - Present
bioMerieux November 2011 - March 2012
MasterCard May 2011 - November 2011
Monsanto February 2011 - May 2011
Express Scripts July 2009 - February 2011
Daugherty Business Solutions May 2007 - February 2011
Anheuser-Busch September 2009 - November 2009
Suddenlink Communications August 2008 - July 2009
Edward Jones August 2008 - February 2009
Skills
Java, .NET, Web Services, JavaScript, Hibernate, Spring, XML, JSP, ASP.NET, C#, VB.NET, LINQ, XAML, WPF, CSS, AOP, SQL, Oracle, Microsoft SQL Server, Weblogic, Websphere, Tomcat, Eclipse, Ant, Maven, TDD, Mule ESB, SSIS, OOP, SOA, Application Architecture, Agile Methodologies, Team Leadership, Team Mentoring, Communication Skills, Critical Thinking, Test Driven Development, Software Development, Web Applications, Design Patterns, SDLC, Enterprise Architecture, Visual Studio, Databases, Software Design, Database Design, JUnit, Struts, JBoss Application Server, Object Oriented Design
Education
Southeast Missouri State University 1997 — 2001
BS, Computer Science
DeVry University 1993 — 1995
None, Computer Information Systems
Express Scripts March 2012 - Present
Technology Partners 2011 - Present
bioMerieux November 2011 - March 2012
MasterCard May 2011 - November 2011
Monsanto February 2011 - May 2011
Express Scripts July 2009 - February 2011
Daugherty Business Solutions May 2007 - February 2011
Anheuser-Busch September 2009 - November 2009
Suddenlink Communications August 2008 - July 2009
Edward Jones August 2008 - February 2009
Skills
Java, .NET, Web Services, JavaScript, Hibernate, Spring, XML, JSP, ASP.NET, C#, VB.NET, LINQ, XAML, WPF, CSS, AOP, SQL, Oracle, Microsoft SQL Server, Weblogic, Websphere, Tomcat, Eclipse, Ant, Maven, TDD, Mule ESB, SSIS, OOP, SOA, Application Architecture, Agile Methodologies, Team Leadership, Team Mentoring, Communication Skills, Critical Thinking, Test Driven Development, Software Development, Web Applications, Design Patterns, SDLC, Enterprise Architecture, Visual Studio, Databases, Software Design, Database Design, JUnit, Struts, JBoss Application Server, Object Oriented Design
Education
Southeast Missouri State University 1997 — 2001
BS, Computer Science
DeVry University 1993 — 1995
None, Computer Information Systems
Donna Davidson-New's Edward Jones Experience March 2003 - July 2012
Job Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - July 2012
Skills
Microsoft Office, Strategic Planning, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Microsoft Word
Education
Shenandoah University
Edward Jones March 2003 - July 2012
Skills
Microsoft Office, Strategic Planning, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Microsoft Word
Education
Shenandoah University
Brian Hendricks's Edward Jones Experience August 2006 - May 2013
Job Global Human Resources/Recruiting Consultant at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors June 2013 - February 2015
Edward Jones August 2006 - May 2013
Southeast Missouri State University May 2002 - May 2004
Skills
Recruiting, Human Resources, Leadership, Hiring, Resume Writing, College Recruiting, Applicant Tracking..., Interviews, Leadership Development, Training, Employee Relations, Public Speaking, Event Planning, Career Development, Career Counseling, Nonprofits, Organizational..., Higher Education, Talent Acquisition, Onboarding, Customer Service, Team Building, Performance Management, Microsoft Office
Education
Southeast Missouri State University 2002 — 2004
Master's degree, Higher Education/Higher Education Administration
Southeast Missouri State University 1998 — 2002
Bachelor's Degree of Science, Health Management
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors June 2013 - February 2015
Edward Jones August 2006 - May 2013
Southeast Missouri State University May 2002 - May 2004
Skills
Recruiting, Human Resources, Leadership, Hiring, Resume Writing, College Recruiting, Applicant Tracking..., Interviews, Leadership Development, Training, Employee Relations, Public Speaking, Event Planning, Career Development, Career Counseling, Nonprofits, Organizational..., Higher Education, Talent Acquisition, Onboarding, Customer Service, Team Building, Performance Management, Microsoft Office
Education
Southeast Missouri State University 2002 — 2004
Master's degree, Higher Education/Higher Education Administration
Southeast Missouri State University 1998 — 2002
Bachelor's Degree of Science, Health Management
Shermone Kyle, PHR's Edward Jones Experience January 2011 - Present
Job Sr. HR Generalist at Edward Jones
Industry Banking
Experience
Edward Jones January 2011 - Present
Federal Reserve Bank of St. Louis July 2008 - October 2010
Federal Reserve Bank of St. Louis September 2001 - July 2008
Edward Jones Investments August 1996 - September 2001
Skills
Employee Relations, Coaching, Leave Management, Problem Solving, Performance Management, Management, Employee Benefits, Employee Training, Human Resources, Recruiting, Leadership, Training, Policy, HR Policies, New Hire Orientations
Education
Washington University in St. Louis 2012 — 2012
SHRM Learning System
Southeast Missouri State University 1992 — 1997
Bachelor of Science, Mass Communication
Southeast Missouri State University
BS, Mass Communication
Southeast Missouri State University
BS, Mass Communication; Advertising
Women's Leadership Institute, UCLA
Edward Jones January 2011 - Present
Federal Reserve Bank of St. Louis July 2008 - October 2010
Federal Reserve Bank of St. Louis September 2001 - July 2008
Edward Jones Investments August 1996 - September 2001
Skills
Employee Relations, Coaching, Leave Management, Problem Solving, Performance Management, Management, Employee Benefits, Employee Training, Human Resources, Recruiting, Leadership, Training, Policy, HR Policies, New Hire Orientations
Education
Washington University in St. Louis 2012 — 2012
SHRM Learning System
Southeast Missouri State University 1992 — 1997
Bachelor of Science, Mass Communication
Southeast Missouri State University
BS, Mass Communication
Southeast Missouri State University
BS, Mass Communication; Advertising
Women's Leadership Institute, UCLA
Daniel Tu's Edward Jones Experience September 2013 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Sun Microsystems, Canada April 2009 - November 2009
Sun Microsystems, Canada September 2008 - March 2009
InnoPath Software, China January 2005 - February 2007
EMC China May 2001 - January 2005
IBM China July 1992 - April 2001
Skills
Start-ups, Strategy, Business Development, Telecommunications, Competitive Analysis, Cloud Computing
Education
Shanghai University 1982 — 1986
BS, Computer Science
Edward Jones September 2013 - Present
Sun Microsystems, Canada April 2009 - November 2009
Sun Microsystems, Canada September 2008 - March 2009
InnoPath Software, China January 2005 - February 2007
EMC China May 2001 - January 2005
IBM China July 1992 - April 2001
Skills
Start-ups, Strategy, Business Development, Telecommunications, Competitive Analysis, Cloud Computing
Education
Shanghai University 1982 — 1986
BS, Computer Science
Jay Browning's Edward Jones Experience March 2014 - Present
Job Learning and Development Professional
Industry Professional Training & Coaching
Experience
Edward Jones March 2014 - Present
Drury Hotels March 2010 - March 2014
Ingersoll Rand May 2006 - April 2009
Ingersoll Rand June 2005 - May 2006
Best Buy August 2002 - August 2005
Skills
Customer Service, Performance Improvement, Behavioral Interviewing, Workshop Facilitation, Sales, Process Improvement, HR Consulting, Training Delivery, Conflict Resolution, Instructor-led Training, Needs Analysis, Team Building, Employee Training, Interviews, Coaching, Change Management, Personnel Management, Organizational..., Human Resources, Leadership Development, Organizational..., Performance Management, Employee Engagement, Staff Development, Succession Planning, Talent Management, Instructional Design, Onboarding
Education
Southern Illinois University, Edwardsville 2004 — 2006
Industrial Organizational Psychology
Southeast Missouri State University 1998 — 2002
Bachelor of Science, Psychology
Edward Jones March 2014 - Present
Drury Hotels March 2010 - March 2014
Ingersoll Rand May 2006 - April 2009
Ingersoll Rand June 2005 - May 2006
Best Buy August 2002 - August 2005
Skills
Customer Service, Performance Improvement, Behavioral Interviewing, Workshop Facilitation, Sales, Process Improvement, HR Consulting, Training Delivery, Conflict Resolution, Instructor-led Training, Needs Analysis, Team Building, Employee Training, Interviews, Coaching, Change Management, Personnel Management, Organizational..., Human Resources, Leadership Development, Organizational..., Performance Management, Employee Engagement, Staff Development, Succession Planning, Talent Management, Instructional Design, Onboarding
Education
Southern Illinois University, Edwardsville 2004 — 2006
Industrial Organizational Psychology
Southeast Missouri State University 1998 — 2002
Bachelor of Science, Psychology
Joan Doret's Edward Jones Experience January 2001 - Present
Job Logistics CoOrdinator at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2001 - Present
Education
Sheridan College 1975 — 1976
Edward Jones January 2001 - Present
Education
Sheridan College 1975 — 1976
Pramod Terdale's Edward Jones Experience 2004 - 2006
Job Team Lead
Industry Computer Software
Experience
The Judge Group June 2010 - Present
Gartner November 2006 - June 2010
UBS Investment Bank 2006 - 2006
Edward Jones 2004 - 2006
L & T 2002 - 2006
Kotak Mahindra (UK) Ltd. 2002 - May 2004
Skills
SDLC, Java Enterprise Edition
Education
University of Connecticut 2007 — 2010
MBA, Tech/Finance
Shivaji University
Bachelor, Computer Science and Engg.
The Judge Group June 2010 - Present
Gartner November 2006 - June 2010
UBS Investment Bank 2006 - 2006
Edward Jones 2004 - 2006
L & T 2002 - 2006
Kotak Mahindra (UK) Ltd. 2002 - May 2004
Skills
SDLC, Java Enterprise Edition
Education
University of Connecticut 2007 — 2010
MBA, Tech/Finance
Shivaji University
Bachelor, Computer Science and Engg.
Steven Economopoulos's Edward Jones Experience May 1998 - August 2005
Job Chief Investment Strategist at Econ Wealth Management
Industry Investment Management
Experience
Econ Wealth Management, LLC August 2005 - Present
Edward Jones May 1998 - August 2005
Skills
Investment Management, Business Process...
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant
Shippensburg University of Pennsylvania 1991 — 1995
Econ Wealth Management, LLC August 2005 - Present
Edward Jones May 1998 - August 2005
Skills
Investment Management, Business Process...
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant
Shippensburg University of Pennsylvania 1991 — 1995
Joe Gibson, CFP's Edward Jones Experience August 1996 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 1996 - Present
Education
Southeast Missouri State University 1992 — 1996
Finance
Edward Jones August 1996 - Present
Education
Southeast Missouri State University 1992 — 1996
Finance
Denise Lacause's Edward Jones Experience December 2011 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment December 2013 - Present
Edward Jones December 2011 - December 2012
Clearpoint Funding. 2009 - 2011
Virgin Money 2007 - 2009
Skills
Mortgage Lending, Finance, Investments, Banking, Financial Services, Mortgage Banking, Real Estate, Financial Modeling, Loan Origination, Equities, Sales, Strategic Planning, Risk Management, Account Management, FHA, Investment Properties, Credit
Education
Columbus School of Business
Sales, Advertising and Marketing
Sinclair Community College 1991 — 1994
Lincoln Investment December 2013 - Present
Edward Jones December 2011 - December 2012
Clearpoint Funding. 2009 - 2011
Virgin Money 2007 - 2009
Skills
Mortgage Lending, Finance, Investments, Banking, Financial Services, Mortgage Banking, Real Estate, Financial Modeling, Loan Origination, Equities, Sales, Strategic Planning, Risk Management, Account Management, FHA, Investment Properties, Credit
Education
Columbus School of Business
Sales, Advertising and Marketing
Sinclair Community College 1991 — 1994
Christine Pasternak's Edward Jones Experience November 2006 - Present
Job Seminar & Events Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2006 - Present
Maritz Loyalty Marketing 2004 - 2006
Automatic Data Processing June 2003 - August 2004
Education
Southeast Missouri State University
Edward Jones November 2006 - Present
Maritz Loyalty Marketing 2004 - 2006
Automatic Data Processing June 2003 - August 2004
Education
Southeast Missouri State University
Jennifer Cardo's Edward Jones Experience May 2010 - March 2012
Job Student at South Seattle Community College
Industry Commercial Real Estate
Experience
South Seattle Community College September 2012 - Present
Edward Jones May 2010 - March 2012
Metropolitian Management February 2007 - May 2010
Skills
Administrative..., Outlook
Education
South Seattle Community College
Applied Horticulture and Horticultural Business Services
South Seattle Community College September 2012 - Present
Edward Jones May 2010 - March 2012
Metropolitian Management February 2007 - May 2010
Skills
Administrative..., Outlook
Education
South Seattle Community College
Applied Horticulture and Horticultural Business Services
Anthony G Matalonis's Edward Jones Experience May 1996 - August 1998
Job Senior Analyst at Ameren
Industry Information Technology and Services
Experience
Ameren February 2012 - Present
Ameren 1998 - February 2012
Edward Jones May 1996 - August 1998
Angelica Uniform Group August 1995 - May 1996
Blue Cross/Blue Shield of Missouri May 1991 - August 1995
St Louis County Government April 1989 - May 1991
Missouri Department of Mental Health May 1983 - April 1989
Skills
Mainframe, Testing, Requirements Analysis, Databases, Analysis, Integration, SQL, Microsoft Office, PL/SQL, SharePoint, Programming, Unix, COBOL, Software Development, Windows, Disaster Recovery
Education
Southeast Missouri State University 1980 — 1981
B.S, Computer Science
Southeast Missouri State University 1978 — 1980
BS, Criminal Justice
Southeast Missouri State University 1978 — 1980
A.A, Computer Science
St. Louis Community College 1976 — 1978
A.A, Criminal Justice
Ameren February 2012 - Present
Ameren 1998 - February 2012
Edward Jones May 1996 - August 1998
Angelica Uniform Group August 1995 - May 1996
Blue Cross/Blue Shield of Missouri May 1991 - August 1995
St Louis County Government April 1989 - May 1991
Missouri Department of Mental Health May 1983 - April 1989
Skills
Mainframe, Testing, Requirements Analysis, Databases, Analysis, Integration, SQL, Microsoft Office, PL/SQL, SharePoint, Programming, Unix, COBOL, Software Development, Windows, Disaster Recovery
Education
Southeast Missouri State University 1980 — 1981
B.S, Computer Science
Southeast Missouri State University 1978 — 1980
BS, Criminal Justice
Southeast Missouri State University 1978 — 1980
A.A, Computer Science
St. Louis Community College 1976 — 1978
A.A, Criminal Justice
Chad Shields's Edward Jones Experience June 2015 - Present
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Cosentry May 2014 - June 2015
Marco Inc. March 2010 - June 2015
The Office Advantage / Xerox Authorized Sales Agent October 2006 - March 2010
CARFAX April 2000 - October 2006
Sitel 1988 - 2000
Skills
Managed Print Services, Cost Analysis, Enterprise Content..., Account Management, Solution Selling, Fundraising, Business Development, Customer Service, Community Outreach, Key Account Management, Key Account Development, Leadership, Problem Solving, Strategic Planning, New Business Development, Selling, Document Management, B2B, Sales Process, Sales Management, Marketing, Training, Customer Retention, Sales, Team Building, Direct Sales
Education
South Dakota State University 1988 — 1992
Electrical Engineering and Mathematics
Edward Jones June 2015 - Present
Cosentry May 2014 - June 2015
Marco Inc. March 2010 - June 2015
The Office Advantage / Xerox Authorized Sales Agent October 2006 - March 2010
CARFAX April 2000 - October 2006
Sitel 1988 - 2000
Skills
Managed Print Services, Cost Analysis, Enterprise Content..., Account Management, Solution Selling, Fundraising, Business Development, Customer Service, Community Outreach, Key Account Management, Key Account Development, Leadership, Problem Solving, Strategic Planning, New Business Development, Selling, Document Management, B2B, Sales Process, Sales Management, Marketing, Training, Customer Retention, Sales, Team Building, Direct Sales
Education
South Dakota State University 1988 — 1992
Electrical Engineering and Mathematics
Scott Upchurch's Edward Jones Experience 1994 - 1997
Job Team Lead Customer Analytics at Nestle Purina
Industry Consumer Goods
Experience
Nestle Purina ConsultantSoftware ArchitectsMay 1994 - January 2001
Edward Jones 1994 - 1997
Education
Southeast Missouri State University 1984 — 1987
Bachelor of Science, Information Technology
Nestle Purina ConsultantSoftware ArchitectsMay 1994 - January 2001
Edward Jones 1994 - 1997
Education
Southeast Missouri State University 1984 — 1987
Bachelor of Science, Information Technology
Rachel Stevener's Edward Jones Experience December 2006 - Present
Job Project Coordinator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2006 - Present
Education
Southeast Missouri State University 2001 — 2005
Edward Jones December 2006 - Present
Education
Southeast Missouri State University 2001 — 2005
Ty Green's Edward Jones Experience December 2007 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2007 - Present
Wells Fargo Financial December 2005 - December 2007
Wells Fargo Financial December 2005 - December 2007
Skills
Series 7
Education
University of Wyoming 2002 — 2005
Business Management
Sheridan College 2001 — 2002
Edward Jones December 2007 - Present
Wells Fargo Financial December 2005 - December 2007
Wells Fargo Financial December 2005 - December 2007
Skills
Series 7
Education
University of Wyoming 2002 — 2005
Business Management
Sheridan College 2001 — 2002
Krissi Stirnaman's Edward Jones Experience May 2011 - January 2012
Job Open to Opportunities
Industry Computer Networking
Experience
Edward Jones May 2011 - January 2012
Savvis Communications August 2010 - May 2011
SAVVIS March 2007 - August 2010
HSBC August 2004 - March 2007
Skills
Cloud Computing, Data Center, ITIL, Security, Disaster Recovery, TCP/IP, SQL, Telecommunications, Troubleshooting, Project Management, Active Directory, Call Centers, Management
Education
Southeast Missouri State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Edward Jones May 2011 - January 2012
Savvis Communications August 2010 - May 2011
SAVVIS March 2007 - August 2010
HSBC August 2004 - March 2007
Skills
Cloud Computing, Data Center, ITIL, Security, Disaster Recovery, TCP/IP, SQL, Telecommunications, Troubleshooting, Project Management, Active Directory, Call Centers, Management
Education
Southeast Missouri State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Gregory Reinholt's Edward Jones Experience November 2014 - Present
Job Sensible Investing
Industry Financial Services
Experience
Edward Jones November 2014 - Present
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE November 2013 - June 2014
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE March 2012 - November 2013
Boys & Girls Clubs of Northwest Indiana April 2009 - March 2012
Boys & Girls Clubs of Northwest Indiana April 2006 - April 2009
Boys & Girls Clubs of Providence 2001 - 2003
Boys & Girls Clubs of Providence 1997 - 2001
Boys & Girls Clubs of Providence 1990 - 1997
Boys Clubs of Jersey City 1988 - 1990
Boys Club of Paterson 1987 - 1989
Skills
Resource Development, Partnership Development, Resource Management, Board Development, Youth Development, Planned Giving, Non-profits, Fundraising, Public Speaking, Strategic Planning, Program Management, Proposal Writing, Annual Giving, Budgets, Community Development, Event Planning, Grant Writing, Grants, Leadership, Leadership Development, Non-profit..., Nonprofits, Partnerships, Program Development, Public Relations, Research, Staff Development, Volunteer Management
Education
Seton Hall University 1984 — 1987
Bachelor of Arts (BA), Psychology
Seton Hall University 1983 — 1987
BA, Psychology
Edward Jones November 2014 - Present
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE November 2013 - June 2014
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE March 2012 - November 2013
Boys & Girls Clubs of Northwest Indiana April 2009 - March 2012
Boys & Girls Clubs of Northwest Indiana April 2006 - April 2009
Boys & Girls Clubs of Providence 2001 - 2003
Boys & Girls Clubs of Providence 1997 - 2001
Boys & Girls Clubs of Providence 1990 - 1997
Boys Clubs of Jersey City 1988 - 1990
Boys Club of Paterson 1987 - 1989
Skills
Resource Development, Partnership Development, Resource Management, Board Development, Youth Development, Planned Giving, Non-profits, Fundraising, Public Speaking, Strategic Planning, Program Management, Proposal Writing, Annual Giving, Budgets, Community Development, Event Planning, Grant Writing, Grants, Leadership, Leadership Development, Non-profit..., Nonprofits, Partnerships, Program Development, Public Relations, Research, Staff Development, Volunteer Management
Education
Seton Hall University 1984 — 1987
Bachelor of Arts (BA), Psychology
Seton Hall University 1983 — 1987
BA, Psychology
Brooke Jansen's Edward Jones Experience December 2014 - Present
Job Area Coordinator
Industry Financial Services
Experience
Edward Jones December 2014 - Present
Edward Jones December 2014 - Present
Edward Jones 2013 - 2014
Edward Jones June 2010 - February 2013
Edward Jones 2003 - 2013
Arcturis on-site @ Edward Jones March 2003 - June 2010
Girl Scout Council of Greater St. Louis February 2001 - March 2003
Skills
Volunteer Management, Public Speaking, Customer Service, Team Building, Employee Relations, Non-profits, Change Management, Teamwork, Project Management, Microsoft Office, Teaching, Social Media, Microsoft Excel, Strategic Planning, PowerPoint
Education
Southeast Missouri State University 1990 — 1997
Bachelor of Science (BS), Secondary Education and Teaching
Edward Jones December 2014 - Present
Edward Jones December 2014 - Present
Edward Jones 2013 - 2014
Edward Jones June 2010 - February 2013
Edward Jones 2003 - 2013
Arcturis on-site @ Edward Jones March 2003 - June 2010
Girl Scout Council of Greater St. Louis February 2001 - March 2003
Skills
Volunteer Management, Public Speaking, Customer Service, Team Building, Employee Relations, Non-profits, Change Management, Teamwork, Project Management, Microsoft Office, Teaching, Social Media, Microsoft Excel, Strategic Planning, PowerPoint
Education
Southeast Missouri State University 1990 — 1997
Bachelor of Science (BS), Secondary Education and Teaching
Mark D. Parrish, CFP's Edward Jones Experience October 2004 - February 2008
Job Investment/Retirement Planner
Industry Investment Management
Experience
RBC Wealth Management February 2008 - Present
Edward Jones October 2004 - February 2008
Education
Sheridan College 1991 — 1994
Business Finance, Finance
RBC Wealth Management February 2008 - Present
Edward Jones October 2004 - February 2008
Education
Sheridan College 1991 — 1994
Business Finance, Finance
Raymond Sternberg's Edward Jones Experience January 2005 - January 2006
Job Ministry Coordinator at First Baptist Church
Industry Religious Institutions
Experience
First Fort Lauderdale February 2007 - Present
First Fort Lauderdale January 1998 - Present
Edward Jones January 2005 - January 2006
Greenberg Traurig, LLP January 1994 - January 1998
Skills
Preaching, Volunteer Management, Public Speaking, Community Outreach, Security, Nonprofits, Leadership Development, Teaching, Leadership, Customer Service, Evangelism, Event Planning, Team Building, Discipleship, Missions, Chaplaincy, Fundraising, Administration, Spiritual Direction, Gospel, Religion, Bible Study, Church Growth, Biblical Teaching, Organizational..., Physical Security
Education
Sheridan Technical Center 1998 — 1999
Computer Troubleshooting, Information Technology
Computer Processing Institute 1988 — 1990
Computer Programming, Information Technology
First Fort Lauderdale February 2007 - Present
First Fort Lauderdale January 1998 - Present
Edward Jones January 2005 - January 2006
Greenberg Traurig, LLP January 1994 - January 1998
Skills
Preaching, Volunteer Management, Public Speaking, Community Outreach, Security, Nonprofits, Leadership Development, Teaching, Leadership, Customer Service, Evangelism, Event Planning, Team Building, Discipleship, Missions, Chaplaincy, Fundraising, Administration, Spiritual Direction, Gospel, Religion, Bible Study, Church Growth, Biblical Teaching, Organizational..., Physical Security
Education
Sheridan Technical Center 1998 — 1999
Computer Troubleshooting, Information Technology
Computer Processing Institute 1988 — 1990
Computer Programming, Information Technology
Gabriel Wilson, AAMS®, CFP®'s Edward Jones Experience September 2013 - Present
Job Edward Jones Client Consultation Group Case Manager
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Edward Jones Trust Company October 2011 - September 2013
Edward Jones February 2007 - October 2011
Edward Jones February 2006 - February 2007
Edward Jones March 2004 - February 2006
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, IRAs, Fixed Annuities, Investment Strategies, Strategic Financial..., Investments, Portfolio Management, Life Insurance, Estate Planning
Education
University of Missouri-Columbia, College of Business 2000 — 2003
Bachelor of Science, Management
Southeast Missouri State University 1997 — 2000
Edward Jones September 2013 - Present
Edward Jones Trust Company October 2011 - September 2013
Edward Jones February 2007 - October 2011
Edward Jones February 2006 - February 2007
Edward Jones March 2004 - February 2006
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, IRAs, Fixed Annuities, Investment Strategies, Strategic Financial..., Investments, Portfolio Management, Life Insurance, Estate Planning
Education
University of Missouri-Columbia, College of Business 2000 — 2003
Bachelor of Science, Management
Southeast Missouri State University 1997 — 2000
Catharine Monteiro's Edward Jones Experience August 2011 - June 2012
Job HR Business Partner Healthcare
Industry Pharmaceuticals
Experience
Shoppers Drug Mart Specialty Health Network June 2015 - Present
Canadian Tire November 2012 - April 2015
Edward Jones August 2011 - June 2012
Bayer CropScience January 2008 - December 2010
Bayer HealthCare December 2003 - December 2007
Rogers Communications Inc. August 1999 - September 2002
Skills
Human Resources, Employee Relations, HRIS, Performance Management, Talent Management, Employee Engagement, Recruiting, Personnel Management, HR Policies, Employee Benefits, Interviews, Training, Management, Employment Law, Coaching
Education
York University
B.A, Art/Art Studies, General
Sheridan College
Diploma, HR Management
Richmond School of Commerce
Diploma, Paralegal
Shoppers Drug Mart Specialty Health Network June 2015 - Present
Canadian Tire November 2012 - April 2015
Edward Jones August 2011 - June 2012
Bayer CropScience January 2008 - December 2010
Bayer HealthCare December 2003 - December 2007
Rogers Communications Inc. August 1999 - September 2002
Skills
Human Resources, Employee Relations, HRIS, Performance Management, Talent Management, Employee Engagement, Recruiting, Personnel Management, HR Policies, Employee Benefits, Interviews, Training, Management, Employment Law, Coaching
Education
York University
B.A, Art/Art Studies, General
Sheridan College
Diploma, HR Management
Richmond School of Commerce
Diploma, Paralegal
Sherman Tegtmeier's Edward Jones Experience August 2007 - December 2011
Job Financial Professional
Industry Professional Training & Coaching
Experience
Vista Wealth Group January 2012 - Present
Sherman Tegtmeier Performance Horses January 1996 - Present
Edward Jones August 2007 - December 2011
Skills
Coaching, Financial Analysis, Horses, Insurance, Investment Strategies, Retirement Planning, Public Speaking, Small Business, Fixed Annuities, Team Building, Strategic Planning, Sales
Education
Southeast Community College 1995 — 1996
Associate's degree, Marketing & Management
Vista Wealth Group January 2012 - Present
Sherman Tegtmeier Performance Horses January 1996 - Present
Edward Jones August 2007 - December 2011
Skills
Coaching, Financial Analysis, Horses, Insurance, Investment Strategies, Retirement Planning, Public Speaking, Small Business, Fixed Annuities, Team Building, Strategic Planning, Sales
Education
Southeast Community College 1995 — 1996
Associate's degree, Marketing & Management
David Knowles, Jr.'s Edward Jones Experience July 2009 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2009 - Present
Mom's Country Kitchen LLC April 2007 - July 2009
Fairfax County Government August 2006 - April 2007
Education
Shenandoah University 2009 — 2010
MBA, Business Administration
Shenandoah University 2007 — 2008
BA, Business Administration
Lord Fairfax Community College 2005 — 2007
AA, Business Administration
Edward Jones July 2009 - Present
Mom's Country Kitchen LLC April 2007 - July 2009
Fairfax County Government August 2006 - April 2007
Education
Shenandoah University 2009 — 2010
MBA, Business Administration
Shenandoah University 2007 — 2008
BA, Business Administration
Lord Fairfax Community College 2005 — 2007
AA, Business Administration
Janice Willoughby's Edward Jones Experience October 2001 - August 2004
Job Operations Management
Industry Education Management
Experience
Arizona State University August 2004 - Present
Edward Jones October 2001 - August 2004
Institute for Supply Management (ISM) November 1987 - August 2000
Education
Slippery Rock University of Pennsylvania
BA, Economics
Arizona State University August 2004 - Present
Edward Jones October 2001 - August 2004
Institute for Supply Management (ISM) November 1987 - August 2000
Education
Slippery Rock University of Pennsylvania
BA, Economics
Mohan Nagelli's Edward Jones Experience July 2011 - Present
Job Senior Software Engineer at Edward Jones
Industry Computer Software
Experience
Edward Jones July 2011 - Present
MasterCard January 2011 - June 2011
AAA October 2006 - September 2010
Education
South Dakota State University 1997 — 1999
MS, Computer Science & Engineering
Edward Jones July 2011 - Present
MasterCard January 2011 - June 2011
AAA October 2006 - September 2010
Education
South Dakota State University 1997 — 1999
MS, Computer Science & Engineering
Adam Exas's Edward Jones Experience June 2009 - February 2010
Job President of Move Buddies, LLC
Industry Logistics and Supply Chain
Experience
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
Ryan Kleffner's Edward Jones Experience July 2013 - Present
Job Information Systems at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Edward Jones July 2011 - July 2013
Edward Jones February 2010 - July 2011
Edward Jones June 2009 - February 2010
Gingham's Homestyle Restaurant May 2003 - June 2009
Southeast Missouri State University September 2006 - May 2009
Edward Jones May 2008 - August 2008
Skills
javascript, java, struts2, Java, JavaScript, SQL, Visio, CSS, Testing, Shell Scripting, Weblogic, AJAX, HTML, jQuery, Microsoft Office, Visual Basic, Struts
Education
Southeast Missouri State University 2005 — 2009
B.S, Computer Science; Chemistry
Southeast Missouri State University 2005 — 2009
B.S, Computer Information Systems; Mathematics
Edward Jones July 2013 - Present
Edward Jones July 2011 - July 2013
Edward Jones February 2010 - July 2011
Edward Jones June 2009 - February 2010
Gingham's Homestyle Restaurant May 2003 - June 2009
Southeast Missouri State University September 2006 - May 2009
Edward Jones May 2008 - August 2008
Skills
javascript, java, struts2, Java, JavaScript, SQL, Visio, CSS, Testing, Shell Scripting, Weblogic, AJAX, HTML, jQuery, Microsoft Office, Visual Basic, Struts
Education
Southeast Missouri State University 2005 — 2009
B.S, Computer Science; Chemistry
Southeast Missouri State University 2005 — 2009
B.S, Computer Information Systems; Mathematics
Jeff Laatsch's Edward Jones Experience November 2010 - March 2012
Job CFO at Heritage Hall School
Industry Education Management
Experience
Heritage Hall School October 2012 - June 2015
LPL Finanical April 2012 - October 2012
Edward Jones November 2010 - March 2012
Hyatt Hotels Corporation June 2008 - January 2010
Hyatt Regency Suites Palm Springs March 2006 - May 2008
Hotel Victor July 2005 - March 2006
Hyatt Hotels Corporation August 2003 - July 2005
Hyatt Regency Coconut Point Resort & Spa August 2001 - August 2003
Hyatt Grand Cayman November 1999 - August 2001
Park Hyatt Beaver Creek Resort & Spa November 1990 - November 1999
Skills
Budgets, Accounts Receivable, Strategic Financial..., Financial Analysis, Accounting, Internal Controls, Accounts Payable, Financial Reporting, Payroll, Microsoft Excel, Income Statement, General Ledger, Customer Service, Cash Flow, Forecasting, Cash Management, Managerial Finance, Account Reconciliation, Financial Audits, Sarbanes-Oxley Act, Auditing, Internal Audit
Education
Southeast Missouri State University 1987 — 1990
BSBA, Major: Accounting
Heritage Hall School October 2012 - June 2015
LPL Finanical April 2012 - October 2012
Edward Jones November 2010 - March 2012
Hyatt Hotels Corporation June 2008 - January 2010
Hyatt Regency Suites Palm Springs March 2006 - May 2008
Hotel Victor July 2005 - March 2006
Hyatt Hotels Corporation August 2003 - July 2005
Hyatt Regency Coconut Point Resort & Spa August 2001 - August 2003
Hyatt Grand Cayman November 1999 - August 2001
Park Hyatt Beaver Creek Resort & Spa November 1990 - November 1999
Skills
Budgets, Accounts Receivable, Strategic Financial..., Financial Analysis, Accounting, Internal Controls, Accounts Payable, Financial Reporting, Payroll, Microsoft Excel, Income Statement, General Ledger, Customer Service, Cash Flow, Forecasting, Cash Management, Managerial Finance, Account Reconciliation, Financial Audits, Sarbanes-Oxley Act, Auditing, Internal Audit
Education
Southeast Missouri State University 1987 — 1990
BSBA, Major: Accounting
Taber Brown's Edward Jones Experience March 2011 - May 2013
Job United Capital
Industry Financial Services
Experience
United Capital Financial Advisers, LLC July 2015 - Present
Girard Securities July 2015 - Present
The Investment Center October 2013 - July 2015
Wells Fargo June 2013 - October 2013
Edward Jones March 2011 - May 2013
New Chapter, Inc. 2007 - 2010
Skills
IRAs, 401k, Marketing, Microsoft Office, Retirement, Strategic Planning, 401k Rollovers, Retirement Planning, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Wealth, Investments, Portfolio Management, Sales, Life Insurance, Social Media, Long Term Care Insurance, Investment Strategies, Roth IRA, Asset Allocation, Investment Advisory, Marketing Strategy, Securities, Financial Goals, Personal Financial..., Retirement Savings, Sales Management, FINRA, Financial Services, Coaching, PowerPoint, Social Media Marketing, Team Building, Wealth Management, Financial Planning, Estate Planning, Financial Analysis
Education
Siena College 2003 — 2007
Business, Marketing/Marketing Management, General
Siena College 2003 — 2007
Business, Management, Marketing, and Related Support Services
United Capital Financial Advisers, LLC July 2015 - Present
Girard Securities July 2015 - Present
The Investment Center October 2013 - July 2015
Wells Fargo June 2013 - October 2013
Edward Jones March 2011 - May 2013
New Chapter, Inc. 2007 - 2010
Skills
IRAs, 401k, Marketing, Microsoft Office, Retirement, Strategic Planning, 401k Rollovers, Retirement Planning, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Wealth, Investments, Portfolio Management, Sales, Life Insurance, Social Media, Long Term Care Insurance, Investment Strategies, Roth IRA, Asset Allocation, Investment Advisory, Marketing Strategy, Securities, Financial Goals, Personal Financial..., Retirement Savings, Sales Management, FINRA, Financial Services, Coaching, PowerPoint, Social Media Marketing, Team Building, Wealth Management, Financial Planning, Estate Planning, Financial Analysis
Education
Siena College 2003 — 2007
Business, Marketing/Marketing Management, General
Siena College 2003 — 2007
Business, Management, Marketing, and Related Support Services
Neal Collier's Edward Jones Experience November 1997 - Present
Job Team Leader Administrative Services at Edward Jones
Industry Financial Services
Experience
Edward Jones November 1997 - Present
Skills
Leadership, Facilities Management, Food Service, Catering, Policy, Joint Health and Safety..., Coaching, Leadership Development
Education
Sheridan College 1990 — 1993
Business Administration Marketing
Edward Jones November 1997 - Present
Skills
Leadership, Facilities Management, Food Service, Catering, Policy, Joint Health and Safety..., Coaching, Leadership Development
Education
Sheridan College 1990 — 1993
Business Administration Marketing
Robert Selvig's Edward Jones Experience June 2005 - August 2010
Job Financial Advisor at Manulife Securities; 305 Brock St.N. Whitby, On
Industry Financial Services
Experience
Manulife Securities; 305 Brock St. N, Whitby, ON - 866-440-4414 August 2010 - Present
Edward Jones June 2005 - August 2010
Skills
Financial Planning, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Finance, Tax, Mutual Funds, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Financial Planners, Retirement, Wealth
Education
Sheridan College
Manulife Securities; 305 Brock St. N, Whitby, ON - 866-440-4414 August 2010 - Present
Edward Jones June 2005 - August 2010
Skills
Financial Planning, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Finance, Tax, Mutual Funds, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Financial Planners, Retirement, Wealth
Education
Sheridan College
Kent Grayum's Edward Jones Experience June 1995 - June 2000
Job Computer Programmer at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company June 2000 - Present
Edward Jones June 1995 - June 2000
Skills
Unix, SQL, Perl, PeopleSoft, PeopleTools, OHS, Weblogic Administration, Application Servers
Education
Southeast Missouri State University 1991 — 1995
Bachelor of Science (B.S.), Computer Science
The Boeing Company June 2000 - Present
Edward Jones June 1995 - June 2000
Skills
Unix, SQL, Perl, PeopleSoft, PeopleTools, OHS, Weblogic Administration, Application Servers
Education
Southeast Missouri State University 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Ena Ma's Edward Jones Experience July 2013 - Present
Job Branch Office Administrator on call at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones July 2013 - Present
Future Shop November 2011 - January 2013
Direct Sales Force February 2009 - April 2009
Colliers-International December 2007 - December 2007
Bank of Montreal December 2006 - December 2006
Skills
Event Planning, Sales, Sales Presentations, Marketing Strategy, Office Administration
Education
Simon Fraser University
Bachelor of Arts (BA), Communication and Media Studies
Edward Jones July 2013 - Present
Future Shop November 2011 - January 2013
Direct Sales Force February 2009 - April 2009
Colliers-International December 2007 - December 2007
Bank of Montreal December 2006 - December 2006
Skills
Event Planning, Sales, Sales Presentations, Marketing Strategy, Office Administration
Education
Simon Fraser University
Bachelor of Arts (BA), Communication and Media Studies
Sandra C. Jost, SPHR's Edward Jones Experience 1995 - 1997
Job Human Resources Director (SPHR) | Process Improvement | Higher Education
Industry Human Resources
Experience
Pony Bird, Inc. August 2013 - Present
AAIM Employers’ Association 2012 - August 2013
AAIM and other Consulting Groups 2004 - 2009
FELCO AutoLease, ITOCHU International Inc. 2000 - 2003
Various St. Louis Companies 1998 - 2000
Edward Jones 1995 - 1997
Lincoln Automotive, Pentair 1992 - 1995
St. Louis Community College at Meramec 1989 - 1992
Skills
Human Resources, HR Policies, Employee Handbooks, HR Consulting, Compensation, Job Descriptions, Employee Relations, Employee Engagement, Employee Benefits, Onboarding, Leadership Development, Change Management, Coaching, Performance Improvement, HR Strategy, Job Analysis, Exceptional Written and..., Employment Law, Performance Appraisal, Recruitment/Retention, Career Development, Career Counseling
Education
Washington University in St. Louis
MBA
Southeast Missouri State University
Bachelor of Science (BS)
Pony Bird, Inc. August 2013 - Present
AAIM Employers’ Association 2012 - August 2013
AAIM and other Consulting Groups 2004 - 2009
FELCO AutoLease, ITOCHU International Inc. 2000 - 2003
Various St. Louis Companies 1998 - 2000
Edward Jones 1995 - 1997
Lincoln Automotive, Pentair 1992 - 1995
St. Louis Community College at Meramec 1989 - 1992
Skills
Human Resources, HR Policies, Employee Handbooks, HR Consulting, Compensation, Job Descriptions, Employee Relations, Employee Engagement, Employee Benefits, Onboarding, Leadership Development, Change Management, Coaching, Performance Improvement, HR Strategy, Job Analysis, Exceptional Written and..., Employment Law, Performance Appraisal, Recruitment/Retention, Career Development, Career Counseling
Education
Washington University in St. Louis
MBA
Southeast Missouri State University
Bachelor of Science (BS)
Robert P. Wicker's Edward Jones Experience October 2002 - July 2005
Job Senior Analyst at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions March 2011 - Present
CenturyLink Technology Solutions June 2008 - February 2011
CenturyLink Technology Solutions November 2005 - June 2008
Edward Jones October 2002 - July 2005
Edward Jones August 2000 - September 2002
Edward Jones August 1998 - August 2000
Edward Jones May 1996 - August 1998
Skills
Microsoft Office, Business Analysis, Process Improvement, User Interface Design, Report Development and..., Data Analysis, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Team Management, Negotiation, Agile Project Management, Auditing, Problem Solving, CAPM, Project Management, Change Management, Confluence, Knowledge Management, Cross-team Collaboration, Customer Focused Service, English, ITIL Foundations, Organization and..., Presentation..., SDLC, SharePoint, Spelling and Grammar, Team Building, Technical and User..., Time Management, Training, Troubleshooting, Visio, Published Author, ITIL
Education
Southeast Missouri State University
Bachelor of Science in Business Administration, Marketing Management
CenturyLink Technology Solutions March 2011 - Present
CenturyLink Technology Solutions June 2008 - February 2011
CenturyLink Technology Solutions November 2005 - June 2008
Edward Jones October 2002 - July 2005
Edward Jones August 2000 - September 2002
Edward Jones August 1998 - August 2000
Edward Jones May 1996 - August 1998
Skills
Microsoft Office, Business Analysis, Process Improvement, User Interface Design, Report Development and..., Data Analysis, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Team Management, Negotiation, Agile Project Management, Auditing, Problem Solving, CAPM, Project Management, Change Management, Confluence, Knowledge Management, Cross-team Collaboration, Customer Focused Service, English, ITIL Foundations, Organization and..., Presentation..., SDLC, SharePoint, Spelling and Grammar, Team Building, Technical and User..., Time Management, Training, Troubleshooting, Visio, Published Author, ITIL
Education
Southeast Missouri State University
Bachelor of Science in Business Administration, Marketing Management
Marla Jansing's Edward Jones Experience August 2007 - May 2008
Job Operations Coordinator at The Timken Company
Industry Mechanical or Industrial Engineering
Experience
The Timken Company June 2011 - Present
Senior Solutions November 2008 - December 2012
Edward Jones August 2007 - May 2008
Marvel Industries January 2006 - May 2007
Marvel Industries January 2000 - January 2006
Marvel Industries May 1998 - January 2000
Skills
Budgeting • Cost /...
Education
Indiana University
Bachelor's degree, General Studies - Math & Science
Brookville HS
Diploma, College Prep
Sinclair Community College
Apics certification, Basic Supply Chain Management
Sinclair Community College
Apics certification, Educations and Operations Control
University of Dayton
SPC Certification
The Timken Company June 2011 - Present
Senior Solutions November 2008 - December 2012
Edward Jones August 2007 - May 2008
Marvel Industries January 2006 - May 2007
Marvel Industries January 2000 - January 2006
Marvel Industries May 1998 - January 2000
Skills
Budgeting • Cost /...
Education
Indiana University
Bachelor's degree, General Studies - Math & Science
Brookville HS
Diploma, College Prep
Sinclair Community College
Apics certification, Basic Supply Chain Management
Sinclair Community College
Apics certification, Educations and Operations Control
University of Dayton
SPC Certification
Justin Mullikin's Edward Jones Experience June 2015 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
The UPS Store September 2012 - June 2015
Simpson University September 2010 - September 2012
Skills
Customer Satisfaction, Microsoft Word, Microsoft Excel, Facebook, Social Media, Marketing, Social Networking, Financial Analysis, Financial Services, Financial Planning, Financial Risk
Education
Simpson University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Edward Jones June 2015 - Present
The UPS Store September 2012 - June 2015
Simpson University September 2010 - September 2012
Skills
Customer Satisfaction, Microsoft Word, Microsoft Excel, Facebook, Social Media, Marketing, Social Networking, Financial Analysis, Financial Services, Financial Planning, Financial Risk
Education
Simpson University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Mary Ellen Davie's Edward Jones Experience July 1985 - Present
Job Operation Generalist Mutual Fund Dept at Edward Jones
Industry Financial Services
Experience
Edward Jones July 1985 - Present
Education
Southeast Missouri State University 1967 — 1971
Bachelor of Science (BS), Elementary Education and Teaching
Edward Jones July 1985 - Present
Education
Southeast Missouri State University 1967 — 1971
Bachelor of Science (BS), Elementary Education and Teaching
Laura Fix's Edward Jones Experience November 2014 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Iron Compass Map Company December 2001 - Present
Education
Shippensburg University of Pennsylvania
Edward Jones November 2014 - Present
Iron Compass Map Company December 2001 - Present
Education
Shippensburg University of Pennsylvania
Daniel Burhans's Edward Jones Experience December 1998 - March 2005
Job Proposal Development Associate II at ICON plc
Industry Pharmaceuticals
Amanda Schuetz's Edward Jones Experience November 2011 - November 2013
Job Margins Specialist at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. November 2013 - Present
Edward Jones November 2011 - November 2013
U.S. Department of State June 2007 - August 2007
Education
Webster University 2009 — 2010
Master of Arts (M.A.), International Relations and Affairs
Southeast Missouri State University 2004 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Oakville Senior High
Stifel Financial Corp. November 2013 - Present
Edward Jones November 2011 - November 2013
U.S. Department of State June 2007 - August 2007
Education
Webster University 2009 — 2010
Master of Arts (M.A.), International Relations and Affairs
Southeast Missouri State University 2004 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Oakville Senior High
Bryan Reinhardt's Edward Jones Experience June 2015 - Present
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Beneficial - Member HSBC Group October 1996 - April 2009
Heilig-Meyers Furniture February 1995 - October 1996
Skills
Quality Assurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Property Management, Event Planning, Payroll, Collections, Employee Training, Supervisory Skills, Customer Support, Customer Relations, Customer Satisfaction, Store Operations, Bank Reconciliation, Mortgage Industry, Communication, Accounts Payable &..., Internal & External..., Sales, Standards Compliance, Document Review, Document Imaging, Loan Documents, Document Management, Cash Handling, Petty Cash, Cash Receipts, Cashiering, Insurance Claims, Quality Auditing, Internal Audit, HUD, RESPA, Clerical Skills, Human Resources, Procurement, Term Life Insurance, Disability Insurance, Property & Casualty..., Marketing
Education
Shawnee State University 2010 — 2015
Bachelor’s Degree, Business Administration and Management, General, 3.4
Shawnee State University 2010 — 2015
Associate’s Degree, Business Management, 3.4
Shawnee State University 2010 — 2013
Associate's Degree, Office Administration, 3.4
Edward Jones June 2015 - Present
Beneficial - Member HSBC Group October 1996 - April 2009
Heilig-Meyers Furniture February 1995 - October 1996
Skills
Quality Assurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Property Management, Event Planning, Payroll, Collections, Employee Training, Supervisory Skills, Customer Support, Customer Relations, Customer Satisfaction, Store Operations, Bank Reconciliation, Mortgage Industry, Communication, Accounts Payable &..., Internal & External..., Sales, Standards Compliance, Document Review, Document Imaging, Loan Documents, Document Management, Cash Handling, Petty Cash, Cash Receipts, Cashiering, Insurance Claims, Quality Auditing, Internal Audit, HUD, RESPA, Clerical Skills, Human Resources, Procurement, Term Life Insurance, Disability Insurance, Property & Casualty..., Marketing
Education
Shawnee State University 2010 — 2015
Bachelor’s Degree, Business Administration and Management, General, 3.4
Shawnee State University 2010 — 2015
Associate’s Degree, Business Management, 3.4
Shawnee State University 2010 — 2013
Associate's Degree, Office Administration, 3.4
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation