Benjamin F. Edwards & Co.
Industry: Company
DescriptionFounded: 2008 Parent organization: Benjamin Edwards, Inc. Subsidiaries: Benjamin F. Edwards & Co., Investment Banking Arm, Benjamin F. Edwards & Co., Asset Management Arm
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Benjamin F. Edwards & Co. Employees
Wells Fargo Advisors February 2015 - Present
Benjamin F. Edwards & Co. June 2010 - February 2015
Wells Fargo Advisors April 2005 - June 2010
A.G. Edwards & Sons, Inc. April 2005 - June 2007
Education
Millikin University
Bachelor of Science (B.S.), Biology
Richland Community College
Associate of Science (A.S.), Science
Warrensburg-Latham High School
Benjamin F. Edwards & Co. October 2014 - Present
Wells Fargo Advisors January 2009 - September 2014
A.G. Edwards & Sons, Inc. October 1996 - January 2009
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Wealth Transfer, 529 Plans, Insurance, Retirement Income..., Investment Strategies
Education
College for Financial Planning 2006 — 2007
CFP®
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
Smithtown East 1984 — 1988
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors, LLC September 2010 - June 2014
TCF Bank September 2004 - September 2010
Denver Indoor Kart Racing October 2002 - September 2004
Jeremy's Microbatch Icecreams February 1999 - January 2001
Skills
Investments, Retirement Planning, Financial Advisory, Wealth, Customer Service, Portfolio Management, Fixed Annuities, 401k, Asset Management, IRAs, Team Building, Asset Managment, 401k Rollovers
Education
Colorado State University 1995 — 1998
Bachelor of Science, Business Administration
University of Maryland College Park 1994 — 1995
Engineering
Regis University 2007 — 2008
Finance and Accounting
Clarkstown North High School 1989 — 1993
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors, LLC April 2006 - June 2014
ImageAmerica, Inc. January 2003 - April 2006
SAIC August 1999 - December 2002
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, Wealth Management, Investment Strategies, Financial Advisory
Education
The University of North Dakota 1994 — 1999
Bachelor of Science (B.S.), Geography
O'Gorman
Hi/Tec Copy Center August 2014 - Present
Freelance Graphic Design January 2013 - Present
Carnegie Mellon University August 2012 - May 2014
Carnegie Mellon University August 2010 - May 2014
Benjamin F. Edwards & Co. June 2013 - August 2013
The Tartan December 2010 - December 2012
St. Louis Regional Arts Commission June 2012 - August 2012
Skills
Adobe Creative Suite, Photoshop, Illustrator, Drawing, Fine Art, Painting, Art, Sculpture, Contemporary Art, Photography, Illustration, InDesign, Visual Arts, Oil Painting, Art History, Digital Photography, Graphic Design, HTML, CSS, Graphics, Layout, Logo Design
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Fine Arts (BFA), Fine and Studio Arts, 3.89/4.0
Institute for American Universities: Marchutz School 2013 — 2013
Study Abroad, Fine and Studio Arts, 4.0/4.0
The Bicycle Shop May 2013 - Present
ELL Creative July 2015 - July 2015
Benjamin F. Edwards & Co. June 2015 - June 2015
Skills
Video Editing, Marketing Strategy, Marketing, Film Editing, Power Tools, Hands-on Problem Solver, Hand Tools, Learning Quickly, Mechanics
Education
LSU 2012 — 2016
High School, Marketing
Benjamin F. Edwards & Co. June 2010 - Present
Wells Fargo Advisors October 2008 - June 2010
A.G. Edwards April 2007 - October 2008
Pfizer October 1998 - March 2007
Skills
Strategic Financial..., Finance, Retirement Planning, Investments, Long-term Care, Wealth Management, Portfolio Management, Personal Financial..., Estate Planning, 401k, Wealth Management..., Alternative Investments, Insurance, Mutual Funds, Investment Strategies, Public Speaking, Investment Advisory, Financial Advisory, IRAs, Life Insurance, Certified Financial..., Retirement, Asset Management, Fixed Annuities, Asset Managment, Asset Allocation, 401k Rollovers, Securities, FINRA, Financial Planners, Financial Services, Bonds, Separately Managed..., Long Term Care, Financial Planning, Annuities, Team Leadership
Education
Kaplan University-Davenport Campus 2011 — 2012
Certificate, Financial Planning Education Program
Northern State University 1992 — 1997
Bachelor of Science (B.S.), Biology, Chemistry, Athletic Training
Benjamin F. Edwards & Co. August 2014 - Present
Wells Fargo Advisors 2008 - 2014
A.G. Edwards & Sons, Inc. 1983 - 2008
Hammerbeck & Company, Inc. 1978 - 1983
EF Hutton 1973 - 1978
First California Company Inc 1971 - 1973
M.S. Wien & Company 1969 - 1971
Weeden & Co. 1966 - 1969
Skills
Investments, Portfolio Management, Finance, Wealth Management, Financial Services, Financial Analysis, Customer Service, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Sales
Education
Catawba College 1961 — 1965
BA
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors 2007 - June 2014
A.G. Edwards & Sons, Inc. September 1995 - 2007
A.G. Edwards & Sons, Inc. 1981 - September 1995
Skills
Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Investments, Life Insurance, Mutual Funds, Alternative Investments, Securities, Strategic Planning, Business Strategy, Budgets, Series 7
Education
Clemson University - College of Business and Behavioral Science 1969 — 1977
Bachelor of Science (B.S.), Financial Management
Clemson University - College of Business and Behavioral Science 1969 — 1977
Bachelor of Science (BS), Finance and Financial Management Services
Chester High School 1965 — 1969
high school diploma
Benjamin F. Edwards & Co. October 2012 - Present
A.G. Edwards & Sons, Inc./Wachovia Securities/ Wells Fargo Advisors June 1997 - October 2012
MetLife January 1994 - May 1997
Education
University of Missouri-Columbia 1988 — 1991
Bachelor's Degree
Benjamin F. Edwards & Co. March 2014 - Present
Wells Fargo Advisors January 2008 - March 2014
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Asset Allocation, Investments, Securities, Retirement Planning, Finance, Series 7, Financial Services, Investment Strategies, FINRA, Financial Planning
Education
University of New Hampshire 1987 — 1990
Associate of Science (A.S.), Business Administration, Management and Operations
Husch Blackwell May 2014 - July 2014
State Farm Bank June 2012 - August 2013
Benjamin F. Edwards & Co. June 2011 - May 2012
Skills
Leadership, Debate, Logic, Microsoft Office, Public Speaking, Financial Analysis, Time Management, PowerPoint, Social Networking, Social Media, Teamwork, Salesforce.com, Strategy, Strategic Financial..., Microsoft Excel, Data Analysis, Access, Analysis
Education
University of Virginia School of Law 2013 — 2016
Millikin University 2009 — 2013
Bachelor of Science (B.S.), Finance, Presidential Scholar, Summa Cum Laude
Associated Bank May 2014 - August 2014
University of Minnesota September 2013 - May 2014
City of Edina June 2013 - August 2013
Benjamin F. Edwards & Co. September 2012 - December 2012
Skyhawks Sports Academy May 2008 - August 2010
Skills
Teamwork, Marketing, Research, Finance, Marketing Strategy, Sales, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science (B.S.), Economics
Westminster School 2009 — 2011
Benjamin F. Edwards & Co. May 2014 - Present
Wells Fargo Advisors January 2008 - May 2014
A.G. Edwards & Sons, Inc. August 1986 - January 2008
Skills
Bonds, Investments, Wealth Management, Retirement Planning, IRAs, Mutual Funds, Asset Allocation, Unit Investment Trusts, Investment Strategies
Education
Texas A&M University
Master's degree, Agricultural Business and Management
Texas Tech University
Bachelor's degree, Agricultural Education
Benjamin F. Edwards & Co. May 2013 - Present
Wells Fargo Advisors January 2008 - May 2013
United States Air Force 1983 - 2011
A.G. Edwards August 1990 - January 2008
Skills
401k Rollovers, Estate Planning, IRAs, 529 Plans, Annuities, Life and Long Term Care..., Stocks, Bonds, Mutual Fudns, Exchange Traded Funds, Unit Investment Trusts, CDs, Philanthropy
Education
University of Massachusetts, Amherst 1981 — 1983
Bachelor of Arts (B.A.), Political Science
Troy University Dothan
Master of Science (M.S.), International Relations
Benjamin F. Edwards & Co. May 2010 - Present
Wells Fargo Advisors December 2008 - May 2010
Wachovia Securities May 2007 - December 2008
A.G. Edwards September 1995 - May 2007
Skills
Series 7, Series 63, Wealth Management, Investments, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management, Securities, Financial Services, Alternative Investments, IPO, Stock Market, Fixed Income Strategies, Life Insurance, Cash Management, Retirement Planning, College Funding..., Retirement
Education
North Haven High
Southern Connecticut State University
Finance
Benjamin F. Edwards & Co. January 2012 - Present
A.G. Edwards & Sons, Inc./Wells Fargo Advisors November 1998 - January 2012
Skills
Securities, Investments, Portfolio Management, Financial Advisory, Wealth Management
Education
Illinois State University 1990 — 1993
Bachelor of Science, Accounting
Belleville Area College 1989 — 1990
Benjamin F. Edwards & Co. August 2009 - Present
Education
Drury University 1981 — 1985
Bachelor's Degree, Economics
Benjamin F. Edwards & Co. January 2013 - Present
Accenture August 2002 - January 2013
Education
Bradley University 1997 — 2001
Bachelor of Science, Marketing
Intercontinental Exchange June 2014 - Present
CME Group June 2013 - August 2013
Gradient Investments LLC December 2012 - May 2013
UBS Wealth Management September 2012 - December 2012
Benjamin F. Edwards & Co. May 2012 - August 2012
Bethel University June 2011 - November 2011
Education
Bethel University 2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance
Burnsville High School 2006 — 2010
Benjamin F. Edwards & Co. October 2014 - September 2015
Chamber of Commerce 2014 - 2015
Chamber of Commerce 2014 - 2015
Chamber of Commerce 2014 - 2015
Benjamin F. Edwards & Co. September 2011 - September 2014
Wells Fargo Advisors July 2006 - September 2011
SunTrust Investment Services July 2005 - July 2006
Bay County School District July 2004 - July 2005
USAA November 2002 - July 2004
USAA November 2000 - November 2002
Skills
Variable Annuities, Licensed Life & Health..., Fixed Annuities, Bonds, Elementary Education, Municipal Bonds, Florida Notary, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Management, Financial Planning, Series 7, Financial Services, Strategic Planning
Education
University of Phoenix 2002 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Excelsior College 1995 — 1998
Bachelor's Degree, General Business
Pikes Peak Community College 1991 — 1991
Associate's Degree, General Studies
Answer Marketing Speed Networking
Benjamin F. Edwards & Co. January 2012 - Present
A.G. Edwards & Sons, Inc. / Wells Fargo Advisors September 2004 - January 2012
Martin Wier Financial July 1996 - September 2004
Skills
Investments, Retirement Planning, Investment Advisory, Uniform Combined State..., Asset Allocation, Wealth Management, IRAs, Investment Strategies, Securities, Mutual Funds, Portfolio Management, Education Savings..., 529 College Savings..., 401k Rollovers, 403 b
Education
Southern Illinois University, Carbondale 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Belleville East
Elkhorn Investments July 2013 - Present
Benjamin F. Edwards & Co. March 2010 - July 2013
Wells Fargo Advisors (successor of A.G. Edwards & Sons) September 2005 - March 2010
Chicago Board of Trade January 2004 - September 2005
Kingsland Financial September 2002 - March 2004
Claymore Partners January 2002 - September 2002
CBOE February 1996 - January 2002
Helios Devrivatives Group February 1995 - February 1996
Chicago Research & Trading (CRT) December 1984 - February 1995
Skills
Options, Trading, Portfolio Management, Series 7, Hedge Funds, Securities, Risk Management, Investments, Alternative Investments, Equities, Series 63, Investment Advisory, Wealth Management, Asset Management, Mutual Funds, Investment Strategies, Bonds, Finance
Education
Seidman Graduate School of Business 1984 — 1984
Hope College 1979 — 1983
Bachelor's degree, Economics
Benjamin F. Edwards & Co. February 2010 - Present
A. G. Edwards & Sons, Inc. 1986 - 1997
Skills
Retirement Planning, Investments, Strategic Financial..., Series 65, Microsoft Office, Excel, Word, Asset Allocation, Series 7
Education
Southeast Missouri State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Benjamin F. Edwards & Co. July 2013 - Present
Wells Fargo Advisors, LLC May 2008 - July 2013
AG Edwards & Sons Inc. July 2003 - May 2008
Centis Consumer Products March 2003 - March 2004
Lucent/Vtech/AAT 2000 - 2003
Sony 1990 - 1996
Education
Fairleigh Dickinson University 1984 — 1987
MBA, Accounting
Rutgers, The State University of New Jersey-Newark 1974 — 1978
BA, Urban Planning
Passaic Valley High School 1969 — 1973
HS Diploma, college prep
Benjamin F. Edwards & Co. April 2014 - Present
Raymond James November 2008 - April 2014
A. G. Edward & Sons, Inc. May 2003 - November 2008
A. G. Edwards & Sons, Inc. June 1995 - May 2003
Chicago Board of Trade September 1993 - June 1995
Education
Kalamazoo College 1990 — 1993
Bachelor of Arts, Economics and Business Administration
Berkley High School 1985 — 1988
OLL School September 2015 - Present
Benjamin F. Edwards & Co. August 2014 - August 2015
Wanderpolo & Siegel March 2014 - August 2014
Robert Half International July 2013 - February 2014
SCS School September 2005 - June 2013
Mountview Road School January 2004 - June 2005
Skills
Social Studies, Elementary Education, Telephone Skills, Special Education, Microsoft Excel, Classroom Management, Lesson Planning, Differentiated..., Classroom, Language Arts, Tutoring, Literacy, Curriculum Design, Smartboard, Educational Leadership, Curriculum Development, Teacher Training, Educational Technology, Teaching, Outlook, Microsoft Word, Teaching Writing, Fax, Creative Writing
Education
Caldwell University 1998 — 2002
BA, Elementary Education/Social Studies
Immaculata High School 1974 — 1978
Benjamin F. Edwards & Co. January 2012 - Present
Wells Fargo Advisors (formerly A.G. Edwards) July 2009 - January 2012
A.G. Edwards & Sons, Inc. May 1986 - July 2009
Missouri State Bank & Trust Co. April 1983 - April 1986
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Mutual Funds, Retirement, Securities, Investment Strategies, IRAs, Fixed Annuities, Portfolio Management, Asset Managment, Strategic Financial..., Bonds, Unit Investment Trusts
Education
College for Financial Planning 1988 — 1990
Certified Financial Planner, Finance and Financial Management Services
Eastern Illinois University 1981 — 1983
B.S. in Business, Marketing/Personnel Management
Benjamin F. Edwards & Co. February 2011 - Present
Wells Fargo Advisors January 2008 - February 2011
Wachovia Securities January 2003 - January 2008
Prudential Securities March 1984 - January 2003
Moseley,Hallgarten,Estabrook, and Weeden, Inc. August 1981 - March 1984
Skills
Retirement Income..., Retirement Planning, Wealth Management
Education
Colgate University 1976 — 1980
Social Relations
Benjamin F. Edwards & Co. July 2014 - Present
Wells Fargo Advisors, LLC March 2011 - July 2014
Prewitt Wealth Management Group of Wells Fago Advisors, LLC May 2007 - March 2011
United States Air Force August 2001 - August 2005
Skills
Wealth Management, Retirement Planning, Financial Services, Management, Fixed Income, 401k Rollovers, Insurance, Liability Management
Education
University of Arkansas at Fayetteville 2005 — 2008
Bachelor of Science, Finance, and a minor in Accounting
Mountain Home High School 1999 — 2001
High School
Benjamin F. Edwards & Co. May 2010 - Present
FTGX CAPITAL, LLC, Greenwich, CT 2008 - 2009
A. G. EDWARDS & SONS, INC., New York, NY 1999 - 2008
EVEREN SECURITIES, INC., New York, NY 1998 - 1999
WASSERSTEIN PERELLA SECURITIES, INC., New York, NY 1996 - 1998
Jefferies & Company 1988 - 1993
Skills
Series 7, Equities, Portfolio Management, Hedge Funds, Investments, Trading, Series 63, Alternative Investments, Asset Management, Finance, Asset Allocation, Mutual Funds, Business Development, Securities
Education
Connecticut College 1983 — 1986
BA, Economics
Benjamin F. Edwards & Co. July 2010 - Present
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Securities, Investments, 401k Rollovers, Fixed Annuities, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Financial Advisory, Investment Strategies
Education
University of Georgia - Terry College of Business 2001 — 2004
BBA, Management
Benjamin F. Edwards & Co. October 2013 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Financial Advisory, Asset Management, Uniform Combined State..., Financial Services, Estate Planning, Fixed Annuities, Equities
Education
Berry College 2003 — 2007
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Benjamin F. Edwards & Co. January 2011 - Present
Wachovia Securities/Wells Fargo Advisors June 2007 - January 2011
A.G. Edwards & Sons, Inc. June 1996 - June 2007
Skills
Estate Planning, Project Planning, Financial Services, Series 7, Retirement Planning, Retirement, Long-term Care, Insurance, Investments, Strategic Financial..., Mutual Funds
Education
Ohio University 1987 — 1991
Business Administration, Business Pre-Law/Finance
Willoughby South High 1985 — 1987
Benjamin F. Edwards & Co. January 2012 - Present
Wells Fargo Advisors, Financial Services January 2008 - January 2012
A.G. Edwards & Sons, Inc. March 2000 - January 2008
Casino Queen Inc. January 1993 - March 2000
Skills
Investments, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement, Investment Strategies, IRAs, Fixed Annuities
Education
Arkansas State University 1985 — 1990
Bachelor's degree, Finance
Benjamin F. Edwards & Co. 2012 - Present
Wells Fargo Advisors 2009 - 2011
Wells Fargo Advisors 2008 - 2009
A.G. Edwards 2001 - 2008
A.G. Edwards 1998 - 2001
Skills
Series 7, Operational Risk..., FINRA, Relationship Management, Series 24, Series 53, Series 63, Series 66, Team Development and..., Outsourcing Management..., Offshoring Process..., Business Process..., Merger Integration, Customer Service, Anti-Money Laundering, Advisory Programs, Wealth Management, Uniform Combined State..., Securities, Mutual Funds, ETFs, Bonds, Credit, AML
Education
University of Kansas
Bachelor of Science, Business Administration, Business
Benjamin F. Edwards & Co. March 2008 - Present
Edward Jones October 2007 - March 2008
A.G. Edwards 1982 - 1999
Skills
Hold Series 7, Series 65, Series 24, Series 53, Series 27
Education
Maryville University of Saint Louis
MBA, Finance/Accounting
Benjamin F. Edwards & Co. May 2015 - Present
Wells Fargo Advisors June 2010 - May 2015
Skills
Finance, Financial Advisory, Retirement, Financial Planning, Portfolio Management, Management
Education
Columbia College Chicago 1983 — 1986
BA, Marketing, Graphic design
Benjamin F. Edwards & Co. May 2012 - Present
Wells Fargo Advisors March 2005 - May 2012
Cargill Meat Solutions March 1997 - March 2005
US Army January 1987 - October 1989
Skills
Staff Development, Finance, Business Development, Strategic Planning, Business Strategy, Process Improvement, Portfolio Management, Six Sigma, Project Management, Cross-functional Team..., Financial Analysis, Asset Managment, Strategic Financial..., Change Management
Education
Kansas State University 1990 — 1995
BS, IE
Benjamin F. Edwards & Co. August 2012 - Present
Wells Fargo Advisors, LLC February 2009 - August 2012
A.G. Edwards February 1996 - February 2009
Ernst & Young September 1994 - February 1996
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Shawnee Mission South High School 1986 — 1989
Benjamin F. Edwards & Co. December 2013 - January 2014
American Furniture and Carpet Cleaners August 2013 - August 2013
Crêpe Hut May 2012 - August 2012
Green Island Club House June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, PowerPoint, Social Media, Photoshop, Leadership, Teamwork, Problem Solving, Dedicated to work, Friendly Personality
Education
Seton Hall University 2011 — 2015
Bachelor's degree, Accounting and Finance, GPA: 3.58/4.00
Monsignor Donovan High School 2007 — 2011
St. David's Episcopal Church January 2013 - Present
Benjamin F. Edwards & Co. July 2010 - Present
St. David's Episcopal Church 2011 - 2014
Wells Fargo Advisors 2008 - July 2010
Wachovia Advisors 2007 - 2008
A..G. Edwards & Sons January 1993 - March 2007
United States Senate August 1987 - December 1992
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Asset Allocation, IRAs, Series 63, Series 7, Retirement, Wealth Management, Mutual Funds, Public Speaking, Securities, Investment Strategies, Certified Financial..., Financial Planning, Financial Advisory, Long-term Care, Teaching, Asset Management, Equities, Compassion, Series 3, Series 8 & 9, Annuities, Insurance, Bonds, IRA's, Long Term Care
Education
EFM 2007 — 2011
University of the South, Education for Ministry
The University of Georgia 1964 — 1969
B.S. M.Ed., Education
Jupiter High School, Jupiter, FL 1960 — 1964
College Prep High School Diploma
Benjamin F. Edwards & Co. July 2013 - Present
Skills
FINRA, Securities License, Series 7, Series 63, Series 65, Series 31, Life & Health Insurance..., Life Insurance, Insurance, Long-term Care, Investment Advisory, Estate Planning, Saving for Education, 529 Plans, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Asset Management, Equities, Investment Management, Separately Managed..., Securities, Strategic Financial..., Bonds, Financial Advisory, Wealth, IRAs, 401k, 401k Rollovers, Wealth Management..., Retirement, High Net Worth..., Finance, Alternative Investments, Wealth Accumulation, Retirement Plan..., Tactical Asset..., Personal Financial..., General Securities..., Financial Services, Fund Of Funds, Rollovers, College Savings Plans, Tax Efficiency
Education
Marywood University 1979 — 1983
Hanover Park High School
Pierson Psychological Services, PLLC October 2014 - Present
Benjamin F. Edwards & Co. June 2013 - April 2014
Wheaton College September 2013 - December 2013
Centennial Counseling Center September 2012 - June 2013
Wheaton College February 2012 - December 2012
Progress Industries June 2010 - August 2011
Dordt College August 2009 - December 2010
Skills
Psychology, Mental Health Counseling, Teaching, Psychotherapy, Group Therapy, Adolescents, Mental Health, Counseling Psychology, Family Therapy, Community Outreach, Psychological Assessment, Social Services, Crisis Intervention, Therapists, CBT, Public Speaking
Education
Wheaton College 2011 — 2013
Master of Arts (M.A.), Clinical Psychology
Dordt College 2007 — 2011
Bachelor of Arts (B.A.), Clinical Psychology; Spanish
Benjamin F. Edwards & Co. February 2013 - Present
Education
The University of Kansas 2001 — 2005
Bachelor of Science in journalism, Strategic Communications
Buffalo Grove High School 1998 — 2001
Benjamin F. Edwards & Co. January 2014 - Present
Wells Fargo Advisors, LLC April 2012 - January 2014
Investment Management Group September 2010 - April 2012
Cantina Laredo January 2008 - July 2010
Skills
Retirement Planning, Asset Allocation, Series 7, Microsoft Office, Financial Advisory
Education
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Melbourne Central Catholic 2002 — 2006
Benjamin F. Edwards & Co. January 2011 - Present
Zebra Imaging March 2010 - January 2011
IBM June 2008 - March 2010
Education
Baylor University - Hankamer School of Business 2004 — 2008
BBA
Benjamin F. Edwards & Co. October 2014 - Present
Pace Industries, LLC February 2000 - February 2011
Skills
Accounting, Account Reconciliation, Budgets, Customer Service, Financial Reporting, Kaizen, Microsoft Office, Piano Playing, Problem Solving, Management, Teaching, Time Management, Travel
Education
University of Central Arkansas 1997 — 1999
Bachelor's Degree, Bachelor of Business Administration in Accounting
North Arkansas College 1995 — 1997
Associate's Degree
Valley Spirngs High School 1992 — 1995
High School
Benjamin F. Edwards & Co. June 2014 - Present
Wells Fargo Advisors November 2010 - June 2014
Lincoln Financial Group November 2009 - November 2010
John Hancock Financial Services June 2008 - April 2009
Skills
Wealth Management, Financial Advisory, Financial Services, Finance, Retirement Planning, Financial Risk, Mutual Funds, Investments, Retirement, Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor of Applied Science (BASc), Business Administration and Management, General
Walhalla High School 2004 — 2008
Benjamin F. Edwards & Co. March 2010 - Present
Wells Fargo Advisors October 2008 - March 2010
A.G. Edwards & Sons, Inc. May 2007 - October 2008
Skills
401k Rollovers, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., Investments, Multi-generational..., Asset Allocation, Life Insurance, Education Funding, 529 Plans, Series 7, Uniform Combined State..., Series 63, Mutual Funds, 401k, Asset Management, Portfolio Management, Long-term Care, Equities, IRAs, ETFs, Financial Services, Fixed Income, Retirement, Fixed Annuities, Investment Strategies, Finance, Wealth Management, Financial Planning
Education
Bethel University 2002 — 2006
Bachelor of Arts (B.A.), Business - Finance/Marketing
Benjamin F. Edwards & Co. January 2015 - Present
Skills
Investments, Risk Management, Financial Services, Qualified Retirement..., Finance, Retirement Planning, Retirement Income..., Investment Planning, Multigenerational..., Business-Owner Planning
Education
University of Arkansas at Fayetteville 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Bruno-Pyatt High School 1988 — 1991
Benjamin F. Edwards & Co. September 2012 - Present
Wells Fargo Advisors, LLC November 2004 - September 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Planners, Finance, Asset Allocation, Risk Management, Wealth Management..., Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, College Education..., College Savings Plans, 401k Rollovers, Wealth Preservation...
Education
Stockton University 1989 — 1993
BA, Accounting
Rutgers University-New Brunswick 1981 — 1985
Coursework
Atlantic Cape Community College
Associate of Science (A.S.), Business Administration and Management, General
Southern Regional High School
Boston Breakers March 2015 - Present
Great-West Financial October 2014 - February 2015
Western New York Flash March 2013 - February 2015
University of Colorado Boulder August 2014 - November 2014
Benjamin F. Edwards & Co. January 2014 - March 2014
FC Zorky Krasnogorsk September 2013 - November 2013
VITA Volunteer Income Tax Assistance January 2013 - March 2013
Sportswomen of Colorado Foundation March 2007 - March 2013
University of Colorado August 2009 - November 2012
University of Colorado Boulder June 2010 - July 2012
Skills
Leadership, Team Leadership, Always Punctual, Outstanding time..., Competitive, Determination, Highly detail oriented, Organized Multi-tasker, Time Management, Fundraising, Event Planning, Critical Thinking
Education
University of Denver 2014 — 2016
Master's degree, Tax Law/Taxation
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Benjamin F. Edwards & Co. February 2014 - Present
Merrill Lynch August 2013 - February 2014
Wells Fargo Advisors LLC July 2011 - July 2013
Western Capital Resources, Inc November 2004 - April 2011
Skills
Risk Management, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, SEP IRA, Asset Management, Strategic Financial..., Retirement Planning, Negotiation, Entrepreneurship, Executive Management, Account Management, Team Building, Management, Insurance, Customer Service, Strategic Planning, Forecasting, Sales, Business Strategy, Leadership, Business Development, Strategy, Financial Analysis, Sales Management, Finance, Banking, Business Planning, Asset Managment, Financial Services, Marketing, Cash Management, Fixed Income, Stock Market, Options, Financial Markets, Wealth Transfer, Wealth Preservation, Estate Planning, Retirement Income..., Fixed Income Portfolio..., Model Portfolios, Retirement Plan..., Investments, Wealth Management, Fixed Annuities, Life Insurance, 401k, Marketing Strategy
Education
Methodist College 2000 — 2004
BS, Political Science
Benjamin F. Edwards & Co. November 2013 - Present
Veridian Credit Union February 2006 - October 2013
Hy-Vee July 1998 - February 2006
Skills
Credit, Financial Services, Customer Service, Trusts, Financial Analysis, Building Relationships, Marketing, Banking
Education
University of Northern Iowa 2002 — 2006
Bachelor of Science, Elementary Education
Hawkeye Community College 2001 — 2002
Associate of Arts, General Studies
Kirkwood Community College 2000 — 2001
Associate of Arts, General Studies
Benjamin F. Edwards & Co. February 2015 - Present
Wheaton Chiropractic Spine & Joint Center November 2014 - February 2015
Fieldglass June 2014 - October 2014
Mariano's April 2014 - June 2014
DePaul University November 2013 - March 2014
DuPage County Clerk's Office May 2012 - September 2013
WITS April 2012 - June 2013
The J. Rich Company, LLC November 2012 - April 2013
Rathje & Woodward, LLC July 2011 - August 2011
TGI Fridays May 2010 - August 2010
Education
DePaul University 2010 — 2014
BA, Public Relations and Advertising, Professional Writing, Graduated
Community High School District 94 2006 — 2010
High School Diploma, College Prep
Benjamin F. Edwards & Co. September 2011 - Present
Wells Fargo Advisors, LLC April 2008 - September 2011
Wachovia/FirstPlace April 2008 - June 2009
Spectrum Healthcare Resources October 2007 - April 2008
Bulk Transport Company January 2007 - April 2008
Spectrum Healthcare Resources June 2007 - September 2007
Skills
Onboarding, Human Resources, Employee Relations, Employee Benefits, New Hire Orientations, Cold Calling, Full-cycle Recruiting, Orientation, PHR
Education
Webster University 2009 — 2011
Master, Human Resource Management
Truman State University 2005 — 2007
Bachelor of Science, Business Adminstration
Jefferson College 2003 — 2005
Assoicate of Arts, General
Crystal City
Crystal City
Benjamin F. Edwards & Co. November 2013 - Present
UBS Financial Services March 2008 - October 2013
Bear Stearns January 1994 - March 2008
Skills
Equities, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Series 7, Fixed Income, Capital Markets, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Banking, Emerging Markets, Bloomberg, Investment Management, Mutual Funds, Private Equity, Securities, Investment Advisory, Investments
Education
University of New Hampshire 1980 — 1983
The Lawrenceville School 1976 — 1979
Benjamin F. Edwards & Co. August 2014 - Present
Wells Fargo Advisors October 2011 - August 2014
Trek Bicycle Store of St. Louis April 2008 - July 2011
Skills
Retirement Planning, Financial Analysis, Customer Service, Strategic Planning, Relationship Management, Retirement, Microsoft Excel
Education
north kirkwood middle
north kirkwood middle
Webster University
Miami University 2001 — 2003
Benjamin F. Edwards & Co. February 2013 - Present
Wells Fargo Advisors January 2011 - January 2013
3M (ESPE) February 2005 - November 2009
Managed Systems January 2004 - February 2005
Skills
Strategic Financial..., Investments, Sales, Strategy, Insurance, Customer Service, Marketing, Start-ups, Business Development, Account Management, Project Planning, Finance, Leadership, Sales Management, New Business Development, series 66, Series 7
Education
University of Kansas
Bachelor of Science (B.S.)
Benjamin F. Edwards & Co. July 2015 - Present
Riverside Limousine August 2004 - Present
Raymond James 2005 - July 2015
Briarcliff Market March 1985 - March 2002
Skills
Retirement Planning, Strategic Financial..., Roth IRA, Retirement, Estate Planning, Trusts, Wealth Management..., Wealth, Financial Advisory, Securities, 401k Rollovers, IRAs, Insurance, Portfolio Management, Fixed Annuities, Pensions, Financial Planners, Investments, Mutual Funds, Series 7, Financial Planning, IRA Rollovers, 529 Plans, IRA's, Insurance Planning, Wealth Transfer, Wealth Preservation, Retirement Income..., Annuities
Education
Colgate University 1980 — 1984
B.A., Economics
Benjamin F. Edwards & Co. May 2009 - Present
Wachovia/Wells Fargo 2008 - 2009
AG Edwards 1996 - 2008
Education
Boston College - Carroll School of Management 1965 — 1969
BS
Benjamin F. Edwards & Co. January 2013 - Present
Wells Fargo Advisors, LLC. January 2009 - January 2013
Wachovia Securities December 2007 - January 2009
AG Edwards & Sons December 2003 - December 2007
Ceridian 2000 - 2003
Ceridian January 1997 - November 2000
Ceridian July 1995 - January 1997
ADP June 1994 - July 1995
Sigma Chi International July 1993 - May 1994
Skills
Portfolio Management, Retirement Planning, Business Retirement..., Investments, Finance, Sales, Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Equities, Financial Analysis, Fixed Income, Insurance, Financial Services, Estate Planning, Financial Modeling, Strategic Planning, Banking, Alternative Investments, Salesforce.com
Education
Bradley University 1989 — 1993
BS
Benjamin F. Edwards & Co. November 2011 - Present
Greensfelder, Hemker & Gale, P.C. 2005 - 2011
A. G. Edwards & Sons, Inc. 1991 - 2005
Gray & Ritter, P.C. 1987 - 1991
The Honorable Joseph H. Goldenhersh 1985 - 1987
Education
Southern Methodist University Dedman School of Law 1982 — 1985
J.D., Law
University of Notre Dame 1978 — 1982
B.A., English and Economics
Benjamin F. Edwards & Co. August 2013 - Present
U.S. Bancorp Investments, Inc. December 2010 - August 2013
MetLife April 2007 - November 2010
MetLife April 2005 - April 2007
American Express Financial Advisors May 2004 - January 2005
Skills
Branch Inspections, Policies & Procedures, Internal Audit, Advertising Review, Regulatory Exams
Education
Fontbonne University 2008 — 2010
MBA
Marquette University 2000 — 2004
Bachelor of Science, Finance
St. Louis University High 1996 — 2000
High School
Benjamin F. Edwards & Co. June 2012 - Present
Stifel Financial Corp. December 2007 - June 2012
A.G. Edwards 1982 - 2007
Skills
Series 24, Series 7, Series 63, Bonds, Investments, Investment Advisory, Equities, Asset Allocation, Strategic Planning, Microsoft Office, Retirement Planning, Mutual Funds, Asset Managment, Wealth Management, Project Management, Strategic Financial..., Process Improvement, Customer Service, Insurance, Private Equity, Real Estate, Valuation, Investment Banking, Capital Markets, Financial Services, Financial Modeling, Investor Relations, M&A analysis, Mergers & Acquisitions, Corporate Finance, Fixed Income, Banking, Debt & Equity Capital..., Structured Finance, Financial Structuring, Financial Strategy, Bloomberg, Asset Management, Securities, Strategy, Team Leadership, Philanthropy, Executive Management, Business Development, Budgeting, Management Consulting, Business Analysis
Education
Washington University in St. Louis - Olin Business School 1986 — 1989
Master of Business Administration (MBA), Finance, General
Lake Forest College 1981 — 1985
BA, Economics
Benjamin F. Edwards & Co. April 2011 - Present
Wells Fargo Advisors, LLC October 2009 - April 2011
Wachovia Securities June 1998 - October 2009
A.G. Edwards & Sons, Inc. 1999 - 2008
Education
Southwest Illinois College 2002 — 2004
Associates, Arts
Southern Illinois University, Carbondale 1992 — 1994
Benjamin F. Edwards & Co. August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. February 1991 - March 2008
Prudential Bache Securities January 1987 - January 1991
Dean Witter August 1984 - January 1987
Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions
Education
The University of Tennessee at Chattanooga 1980 — 1984
BS, Accounting
McCallie School 1974 — 1980
Benjamin F. Edwards & Co. October 2014 - Present
Wells Fargo Advisors, LLC September 2010 - March 2014
Wachovia Securities/Wells Fargo Advisors April 2008 - September 2010
A.G. Edwards & Sons, Inc. October 2002 - April 2008
Fleishman-Hillard August 2001 - May 2002
Skills
Marketing Communications, Marketing, Media Relations, Corporate Communications, Market Research, Strategy, Internal Communications, Strategic Planning, Marketing Strategy, Leadership, Strategic Communications, Public Speaking, Customer Service, Event Planning, Public Relations, Event Management, Press Releases
Education
Washington University in St. Louis 2006 — 2008
MBA, Business Administration and Management, General
Brigham Young University 1995 — 2001
B.A., Communications: Public Relations Emphasis
Benjamin F. Edwards & Co. December 2013 - October 2014
Edward Jones February 2010 - November 2013
Corky's BBQ - Memphis May 2001 - December 2009
A.G. Edwards May 1993 - May 2002
Governor James R. Thompson May 1988 - September 1990
Illinois Department of Revenue August 1986 - May 1988
WICS-TV May 1984 - August 1986
Skills
Strategic Planning, Public Speaking, Sales, Marketing, Sales Management, Social Media, Account Management, Marketing Strategy, New Business Development, Team Leadership, Networking, Team Building, Coaching, Advertising, Project Management, Event Planning, Leadership Development, Nonprofits, Fundraising, Small Business, Social Networking, Customer Service, Public Relations, Leadership
Education
Illinois State University 1980 — 1984
Mass Communications, Broadcast Journalism
Griffin High School 1976 — 1980
Benjamin F. Edwards & Co. November 2010 - January 2014
Intuitive Technologies, INC January 1999 - 2011
Wells Fargo Advisors September 2003 - October 2010
Chicago Board of Trade July 1988 - May 2003
Skills
Series 7, Investments, Securities, Equities, Portfolio Management, Asset Managment, FINRA, Alternative Investments, Wealth Management, Series 63, Trading, Options, Hedge Funds, Commodity, Retirement Planning, Electronic Trading, Trading Systems, Investment Advisory, Fixed Income
Education
Syracuse University 1985 — 1988
BA, English
St. Olaf College 1983 — 1984
Benjamin F. Edwards & Co. September 2010 - Present
A.G Edwards/Wells Fargo Advisors January 2005 - September 2010
Skills
Wealth Management, Finance, Retirement Planning, Uniform Combined State..., Investments, Series 7, Securities, Retirement, Investment Advisory, Mutual Funds, Financial Services
Education
University of Notre Dame 1999 — 2003
Benjamin F. Edwards & Co. May 2008 - Present
Skills
Series 7, Retirement Planning, Series 63, Wealth Management
Education
Southeast Missouri State University 1978 — 1980
Business
Benjamin F. Edwards & Co. May 2013 - Present
A.G. Edwards & Sons, Inc., Wachovia Securities, Wells Fargo Advisors, LLC. February 2002 - April 2013
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Series 63, Banking, Securities, Asset Allocation, Retirement, Investment Advisory
Education
University of Alabama
Missouri Botanical Garden April 2010 - Present
Benjamin F. Edwards & Co. September 2009 - October 2009
Wachovia Securities, LLC October 2008 - August 2009
Wachovia Securities, LLC January 2008 - September 2008
A.G. Edwards, Inc January 1995 - December 2007
A.G. Edwards, Inc. March 1981 - December 1994
Skills
PeopleSoft, Accounting, Management, Leadership, Analysis, Change Management, Financial Analysis, Series 7, Account Reconciliation, Process Improvement, Training, Finance, Auditing
Education
CPA Certification
Southeast Missouri State University 1976 — 1980
Bachelors, Accounting
Benjamin F. Edwards & Co. November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Bank of America October 1998 - August 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Financial Services, Portfolio Management, Wealth Management, Finance, Series 7, Mutual Funds, Financial Planning, Retirement, Mortgage Lending, Small Business, Credit, Loans, Commercial Lending, Securities
Education
The Johns Hopkins University 1987 — 1989
MAS, Business Administration
University of Maryland Baltimore County 1982 — 1986
BA, Health, Science & Policy
Benjamin F. Edwards & Co. January 2014 - Present
Robert W. Baird October 2009 - January 2014
A.G. Edwards February 2000 - October 2009
JW Genesis April 1998 - February 2000
Skills
Series 7, Series 63, Securities, FINRA, Financial Services, Uniform Combined State..., Thompson One, Mutual Funds, Investments, Process Improvement, Manage Client..., Asset Allocation, Wealth Management, Finance, Retirement Planning, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Retirement
Education
Colorado Technical University 2009 — 2010
BS, Business Administration - Finance
Denver Technical College 1999 — 2000
Associates, E-Business Management
Benjamin F. Edwards & Co. 2009 - Present
Wells Fargo Advisors, Formerly A. G. Edwards & Sons, Inc. 2008 - 2009
A.G. Edwards & Sons, Inc. 1997 - 2008
A.G. Edwards & Sons, Inc. 1990 - 1997
A.G. Edwards & Sons, Inc. 1986 - 1990
Skills
Recruiting, Talent Acquisition, Employee Relations, Employee Benefits, Applicant Tracking..., Personnel Management, Leadership, Human Resources, Vendor Management, Onboarding
Education
Royal Holloway, University of London
Bachelor of Arts, French & German
Benjamin F. Edwards & Co. September 2011 - Present
Wells Fargo Advisors December 2008 - September 2011
Wachovia Securities June 2008 - December 2008
A G Edwards & Co. April 1993 - June 2007
Skills
Investment Planning, Retirement Planning, Estate Planning, College Education..., Investments, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement
Education
Gulf Coast Community College 1987 — 1994
Associate of Arts (A.A.)
Mosley High School 1984 — 1987
Benjamin F. Edwards & Co. June 2012 - Present
Ameriprise Financial Services, Inc. August 2007 - May 2012
Education
Eastern University 2003 — 2007
Bachelor of Arts (B.A.), Spanish and Missions & Anthropology
Fundación Universidad de las Américas, Puebla, A.C. 2005 — 2006
Spanish and Anthropoligical Studies
Waunakee High School 1999 — 2003
High School Diploma
Thomson Reuters June 2014 - August 2014
Benjamin F. Edwards & Co. December 2012 - August 2013
Education
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Concentration in Finance, Minor in Economics
Institutional Investment Advisor March 2012 - Present
Benjamin F. Edwards & Co. August 2010 - March 2012
Wells Fargo Advisors February 2008 - August 2010
St. Louis Cardinals / Tecvar, Inc. May 2007 - February 2008
Skills
VMware, Citrix, Cisco Technologies, Team Leadership, Servers, NetApp, Windows Server, Microsoft Exchange, Hyper-V, Cisco UCS, Cisco Nexus, Storage, Security, NAS
Education
Capella University 2010 — 2013
Master of Science, Information Technology, Information Assurance and Security
ITT Technical Institute-Earth City 2006 — 2010
Bachelor of Science, Information Systems Security, Computer Network Systems
Basic Administration for Citrix NetScaler 9.2 2012 — 2012
Onsite Instructor-led Training (5 Day) - Fort Lauderdale, FL
VMware vSphere: Install, Configure, Manage [V5.1] 2013 — 2013
Onsite Instructor-led Training (5 Day) - St. Louis Park, MN
Core Solutions of Microsoft SharePoint Server 2013 2013 — 2013
Remote Instructor-led Training (5 Day)
Guru Labs - LPIC-1 Exam Prep 2014 — 2014
Onsite Instructor-led Training (4 Day) - Centerville, UT, Linux Professional Institute (LPI)
Guru Labs - Enterprise Linux System Administration 2014 — 2014
Onsite Instructor-led Training (5 Day) - Centerville, UT
SecureNinja - CEH (EC-Council Certified Ethical Hacker) 2014 — 2014
Onsite Instructor-led Training (5-Day) - Alexandria, VA
NetApp Accelerated NCDA Boot Camp - Data ONTAP 7-Mode 2015 — 2015
Onsite Instructor-led Training (5-Day) - Houston, TX
SEC504: Hacker Tools, Techniques, Exploits and Incident Handling 2015 — 2015
SANSFire 2015 - Onsite Instructor-led Training (6-Day) - Baltimore, MD
Benjamin F. Edwards & Co. January 2013 - Present
Wells Fargo Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Wachovia Securites December 2007 - January 2009
A.G. Edwards March 2003 - December 2007
A.G. Edwards March 1997 - March 2003
A.G. Edwards March 1992 - March 1997
City of Woodstock March 1978 - March 1992
Education
Kaplan University-Davenport Campus 2005 — 2006
Accelerated Certificate in Financial Planning
Northern Illinois University 1971 — 1975
Bachelor of Arts, Political Science, History and Philosophy